AMBROSE MONELL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMBROSE MONELL FOUNDATION (EIN 13-1982683)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-15
- IRS object ID
- 202412899349101406
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-15T15:18:36-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132709344 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEEHAN & COMPANY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 ORINOCO DRIVE | AddressLine1Txt |
| City | BRIGHTWATERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131982683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AMBROSE MONELL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O FULTON VITTORIA LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMBR | BusinessNameControlTxt |
| Phone | 2125860700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA - SUITE 301 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100202002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAURIZIO J MORELLO | PersonNm |
| Person Title | EXEC. VP AND ASSIST. TREAS | PersonTitleTxt |
| Phone | 2125860700 | PhoneNum |
| Signature | 2024-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN C DEFALCO | PreparerPersonNm |
| PTIN | P00921346 | PTIN |
| Phone | 6316657040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $440,866,920 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,831 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,831 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,004,216 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,004,216 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,233,122 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,417,215 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,233,122 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,539 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,539 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,245,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,245,708 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $330,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $165,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $165,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $25,708 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,854 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,854 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,582 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,791 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,791 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $113,662 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $56,832 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $56,830 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,092,273 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,090,076 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,197 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $277,827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49,485 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,342 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $269 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $269 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $273 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $273 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150,887 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $82,727 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $68,160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,010,481 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,466,765 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $323,716 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,048,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,048,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,058,814 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,466,765 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,372,049 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $186,894 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,778,943 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,644 | CashBOYAmt |
| Cash EOY | $84,376 | CashEOYAmt |
| Cash EOYFMV | $84,376 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,929,311 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,121,248 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,121,248 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $81,464,066 | CorporateStockBOYAmt |
| Corporate Stock EOY | $84,698,914 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $432,237,760 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,641,159 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,423,536 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,423,536 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $93,141,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,328,074 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $440,866,920 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $93,141,180 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $93,328,074 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $93,141,180 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $93,328,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,141,180 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $93,328,074 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $93,141,180 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $186,894 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $93,328,074 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $93,328,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| NORTHERN TRUST (PUBLICLY TRADED SECURITIES) | $55,207,192 | $42,018,077 | $13,189,115 | $13,189,115 | |
| GAIN ON TRANSFER OF INVESTMENT INTEREST | $204,290 | $166,016 | $38,274 | $38,274 | P |
| CAPITAL GAINS DIVIDENDS | $5,733 | $5,733 | $5,733 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,233,122 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $274,927 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $274,927 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $274,927 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $273,045 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $85,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $358,045 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $63 | EsPenaltyAmt |
| Overpayment | $83,055 | OverpaymentAmt |
| Applied To ES Tax | $83,055 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MONELLFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MAURIZIO J MORELLO | IndividualWithBooksNm |
| Phone | 2125860700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA - SUITE 301 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| AMBROSE K MONELL | ||||||||
| ONE ROCKEFELLER PLAZA SUITE 301 | NEW YORK | NY | 10020 | PRESIDENT/TREASURER | 10.00 | $0 | $0 | $0 |
| DR GARY K BEAUCHAMP | ||||||||
| ONE ROCKEFELLER PLAZA SUITE 301 | NEW YORK | NY | 10020 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MAURIZIO J MORELLO | ||||||||
| ONE ROCKEFELLER PLAZA SUITE 301 | NEW YORK | NY | 10020 | EXECUTIVE VP & ASSIST. TREASURER | 10.00 | $330,000 | $0 | $0 |
| MAIA MONELL | ||||||||
| ONE ROCKEFELLER PLAZA SUITE 301 | NEW YORK | NY | 10020 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | |||||
| PO BOX 803878 | CHICAGO | IL | 60680 | CUSTODIAL FEES | $373,196 |
| CLEARBRIDGE INVESTMENTS | |||||
| 620 EIGHTH AVENUE | NEW YORK | NY | 10018 | CUSTODIAL FEES | $330,177 |
| MAI CAPITAL MANAGEMENT LLC | |||||
| 1360 EAST 9TH STREET SUITE 1100 | CLEVELAND | OH | 44114 | CUSTODIAL FEES | $140,504 |
| COVINGTON ASSOCIATES | |||||
| 99 SUMMER STREET SUITE 200 | BOSTON | MA | 02110 | CUSTODIAL FEES | $117,775 |
| GRANT THORNTON LLP | |||||
| 757 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | AUDITING FEES | $87,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $401,860,120 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,813,466 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,423,536 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $416,097,122 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $416,097,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,241,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $409,855,665 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,492,783 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,492,783 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $274,927 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $274,927 | TotalTaxAmt |
| Distributable Before Adj | $20,217,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,217,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,217,856 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,372,049 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,372,049 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,217,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,135,306 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,372,049 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,135,306 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $236,743 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $19,981,113 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MAURIZIO J MORELLO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125860700 | RecipientPhoneNum |
| Form And Info And Materials | SIMPLE LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (114 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALVIN AILEY AMERICAN DANCE THEATER | |||||||
| 405 WEST 55TH STREET | NEW YORK | NY | 10019 | PC | GENERAL PURPOSES | $25,000 | |
| AMERICAN ENTERPRISE INSTITUTE OF PUBLIC POLICY RESEARCH | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | PC | GENERAL PURPOSES | $100,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | PC | $300,000 FOR GENERAL PURPOSES AND $200,000 FOR THE INSTITUTE FOR COMPARATIVE GENOMICS | $500,000 | |
| BASCOM PALMER EYE INSTITUTE OF THE UNIVERSITY OF MIAMI | |||||||
| 7101 FAIRWAY DRIVE | PALM BEACH GARDENS | FL | 33418 | PC | GENERAL PURPOSES | $250,000 | |
| BLAINE COUNTY HUNGER COALITION | |||||||
| 110 HONEYSUCKLE STREET | BELLEVUE | ID | 83313 | PC | GENERAL PURPOSES | $25,000 | |
| BLYTHEDALE CHILDREN'S HOSPITAL | |||||||
| 95 BRADHURST AVENUE | VALHALLA | NY | 10595 | PC | FOR APPLICATION TO ITS SOCIAL WORK PROGRAM | $50,000 | |
| BOY SCOUTS OF AMERICAGREATER NEW YORK COUNCILS | |||||||
| 475 RIVERSIDE DRIVE SUITE 600 | NEW YORK | NY | 10115 | PC | GENERAL PURPOSES | $25,000 | |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH STREET - SUITE 609 | NEW YORK | NY | 10036 | PC | GENERAL PURPOSES | $25,000 | |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | PC | GENERAL PURPOSES | $75,000 | |
| BROOKLYN BOTANIC GARDEN | |||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | PC | GENERAL PURPOSES | $75,000 | |
| BROOKLYN MUSEUM OF ART | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | PC | GENERAL PURPOSES | $75,000 | |
| BUGLES ACROSS AMERICA | |||||||
| 1824 S CUYLER AVENUE | BERWYN | IL | 60402 | PC | GENERAL PURPOSES | $25,000 | |
| CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION | |||||||
| 2015 STEINER STREET | SAN FRANCISCO | CA | 94115 | PC | GENERAL PURPOSES | $25,000 | |
| CALVARY HOSPITAL | |||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | PC | GENERAL PURPOSES | $50,000 | |
| CANCER COMMONS | |||||||
| 650 CASTRO STREET SUITE 120-522 | MOUNTAIN VIEW | CA | 94041 | PC | GENERAL PURPOSES | $25,000 | |
| CANCER RESEARCH INSTITUTE | |||||||
| 29 BROADWAY FLOOR 4 | NEW YORK | NY | 10006 | PC | SECOND AND THIRD INSTALLMENTS OF $250,000 EACH TOWARDS GRANT FOR APPLICATION TO THE STAR AWARD REFERRED TO IN LETTER DATED DECEMBER 14, 2022 | $500,000 | |
| CARNEGIE INSTITUTION FOR SCIENCE | |||||||
| 5241 BROAD BRANCH ROAD NW | WASHINGTON | DC | 20015 | PC | GENERAL PURPOSES | $300,000 | |
| CATHOLIC CHARITIES USA | |||||||
| 2050 BALLENGER AVENUE SUITE 400 | ALEXANDRIA | VA | 22314 | PC | FOR APPLICATION TO ITS DISASTER RELIEF OPERATIONS | $50,000 | |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 5204 | HARLAN | IA | 51593 | PC | GENERAL PURPOSES | $75,000 | |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | GENERAL PURPOSES | $50,000 | |
| CHESS IN THE SCHOOLS | |||||||
| 520 EIGHTH AVENUE FLOOR 22 | NEW YORK | NY | 10018 | PC | GENERAL PURPOSES | $25,000 | |
| CHILDREN'S HEALTH FUND | |||||||
| 475 RIVERSIDE DRIVE SUITE 630 | NEW YORK | NY | 10115 | PC | GENERAL PURPOSES | $25,000 | |
| CHILDREN'S HOME SOCIETY OF FLORIDA SOUTH COASTAL DIVISION | |||||||
| 3335 FOREST HILL BOULEVARD | WEST PALM BEACH | FL | 33406 | PC | GENERAL PURPOSES | $25,000 | |
| CHILDREN'S HOSPITAL BOSTON | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | PC | FOR APPLICATION TO THE FOLKMAN ANGIOGENESIS RESEARCH INSTITUTE | $250,000 | |
| CHILDREN'S RIGHTS | |||||||
| 88 PINE STREET SUITE 800 | NEW YORK | NY | 10005 | PC | GENERAL PURPOSES | $25,000 | |
| CITY HARVEST | |||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL PURPOSES | $25,000 | |
| CLEVELAND CLINIC - GENOMIC MEDICINE INSTITUTE | |||||||
| 9500 EUCLID AVENUE / NE50 | CLEVELAND | OH | 44195 | PC | $350,000 FIRST AND SECOND INSTALLMENTS OF GRANT FOR APPLICATION TO THE MONELL FELLOWSHIP; $400,000 FIRST AND SECOND INSTALLMENTS OF GRANT FOR APPLICATION TO THE PTEN MOLECULAR SWITCH RESEARCH | $750,000 | |
| COLD SPRING HARBOR LABORATORY | |||||||
| 1 BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | PC | GENERAL PURPOSES | $50,000 | |
| COLLEGE FUNDUNCF | |||||||
| 80 PINE STREET 9TH FLOOR | NEW YORK | NY | 10005 | PC | GENERAL PURPOSES | $50,000 | |
| COMMUNITY COLLEGE OF PHILADELPHIA | |||||||
| 1700 SPRING GARDEN STREET ANNEX 7TH | PHILADELPHIA | PA | 19130 | PC | FIRST INSTALLMENT FOR APPLICATION TO STUDENT-FACULTY INTERNATIONAL STUDY ABROAD PROGRAM | $75,000 | FLOOR |
| COMMUNITY LIBRARY ASSOCIATION OF KETCHUM AND SUN VALLEY | |||||||
| 415 SPRUCE AVENUE NORTH PO BOX 2168 | KETCHUM | ID | 83340 | PC | GENERAL PURPOSES | $50,000 | |
| COMPREHENSIVE DEVELOPMENT | |||||||
| 240 SECOND AVENUE | NEW YORK | NY | 10003 | PC | GENERAL PURPOSES | $25,000 | |
| DANA FARBER CANCER CENTER | |||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | PC | FIRST INSTALLMENT FOR APPLICATION TO THE PRESIDENTIAL INITIATIVES FUND | $500,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | INTERNATIONAL MEDICAL RELIEF PROGRAMS | $75,000 | |
| EAT REAL CERTIFIED | |||||||
| 548 MARKET STREET SUITE 74932 | SAN FRANCISCO | CA | 94104 | PC | GENERAL PURPOSES | $50,000 | |
| EDIBLE SCHOOL YARD | |||||||
| 20 JAY STREET SUITE M9 | BROOKLYN | NY | 11201 | PC | GENERAL PURPOSES | $50,000 | |
| EDUCATIONAL BROADCASTING CORPORATION | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | PC | FOR APPLICATION TO AMERICAN MASTERS AND DIGITAL PROGRAMMING | $100,000 | |
| EMORY UNIVERITY | |||||||
| 1762 CLIFTON ROAD NE SUITE 1400 | ATLANTA | GA | 30322 | PC | TO THE EMORY VACCINE CENTER FOR APPLICATION AT DR. RAFI AHMED'S DISCRETION | $300,000 | |
| FEDERALIST SOCIETY OF LAW AND PUBLIC POLICY STUDIES | |||||||
| 1776 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | PC | GENERAL PURPOSES | $50,000 | |
| FINE ARTS MUSEUM OF SAN FRANCISCO | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | PC | GENERAL PURPOSES | $25,000 | |
| FOUNTAIN HOUSE | |||||||
| 425 WEST 47TH STREET | NEW YORK | NY | 10036 | PC | GENERAL PURPOSES | $75,000 | |
| FRESH AIR FUND | |||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL PURPOSES | $30,000 | |
| FRIENDS OF THE LOBKOWICZ COLLECTIONS | |||||||
| PO BOX 814 | DOVER | MA | 02030 | PC | FOR APPLICATION TO THE RESTORATION AND CONSERVATION OF THE LOBKOWICZ COLLECTIONS | $50,000 | |
| GIRL SCOUTS OF THE USA | |||||||
| 420 FIFTH AVENUE | NEW YORK | NY | 10018 | PC | GENERAL PURPOSES | $25,000 | |
| FUTURE US | |||||||
| 1199 N FAIRFAX STREET SUITE 300 | ALEXANDRIA | VA | 22314 | PC | GENERAL PURPOSES | $50,000 | |
| HARLEM GROWN | |||||||
| 127 WEST 127TH STREET ROOM 201 | NEW YORK | NY | 10027 | PC | GENERAL PURPOSES | $50,000 | |
| HIGHER GROUND SUN VALLEY | |||||||
| BOX 6791 | KETCHUM | ID | 83340 | PC | FOR APPLICATION TO THE HIGHER GROUND VETERANS PROGRAMS | $75,000 | |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL - STANFORD | STANFORD | CA | 94305 | PC | GENERAL PURPOSES | $100,000 | UNIVERSITY |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | THIRD AND FINAL INSTALLMENT OF $750,000 GRANT REFERRED TO IN LETTER DATED DECEMBER 14, 2021 | $250,000 | |
| HOWARD UNIVERSITY COLLEGE OF MEDICINE | |||||||
| 1851 9TH STREET THIRD FLOOR | WASHINGTON | DC | 20001 | PC | FOR APPLICATION TO SCHOLARSHIPS AT THE COLLEGE OF MEDICINE | $50,000 | |
| INSTITUTE FOR ADVANCED STUDY | |||||||
| 1 EINSTEIN DRIVE | PRINCETON | NJ | 08540 | PC | GENERAL PURPOSES | $350,000 | |
| INSTITUTE FOR CONTEMPORARY ART MIAMI INC | |||||||
| 61 NE 41ST STREET | MIAMI | FL | 33137 | PC | GENERAL PURPOSES | $50,000 | |
| INTERNATIONAL CENTER FOR JOURNALISTS | |||||||
| 750 17TH STREET NW SUITE 300 | WASHINGTON | DC | 20006 | PC | GENERAL PURPOSES | $25,000 | |
| JEFFERSON SCHOLARS FOUNDATION | |||||||
| PO BOX 400891 | CHARLOTTESVILLE | VA | 22904 | PC | FOR APPLICATION TO THE FELLOWSHIP IN TECHNOLOGY AND DEMOCRACY | $25,000 | |
| JOHN HOPKINS UNIVERSITY BRADY UROLOGICAL INSTITUTE | |||||||
| 600 NORTH WOLFE STREET MARBURG 135 | BALTIMORE | MD | 21287 | PC | $250,000 SECOND INSTALLMENT OF THE GRANT FOR DR. WALSH'S WORK ON GENOMIC SEQUENCING REFERRED TO IN LETTER DATED DECEMBER 14, 2022; $100,000 FOR APPLICATION TO THE PATRICK C. WALSH PROSTATE CANCER RESEARCH FUND OR THE PATRICK C. WALSH DISCOVERY AND LEARNING LABORATORY | $350,000 | |
| KENNEDY KRIEGER INSTITUTE | |||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | PC | FOR APPLICATION TO THE INNOVATION AND COLLABORATION PILOT GRANT INITIATIVE | $100,000 | |
| KINGSBOROUGH COMMUNITY COLLEGE | |||||||
| 2001 ORIENTAL BOULEVARD | BROOKLYN | NY | 11235 | PC | FOR APPLICATION TO ITS NURSING PROGRAM | $75,000 | |
| LEARNING ALLY | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | PC | GENERAL PURPOSES | $25,000 | |
| LEGAL AID SOCIETY | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PC | GENERAL PURPOSES | $25,000 | |
| LENOX HILL HOSPITAL | |||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | PC | FOR APPLICATION TO ITS CENTER FOR ATTENTION AND LEARNING | $50,000 | |
| LINCOLN CENTER JAZZ | |||||||
| 3 COLUMBUS CIRCLE SUITE 1200 | NEW YORK | NY | 10019 | PC | GENERAL PURPOSES | $100,000 | |
| LINCOLN CENTER THEATER | |||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | PC | GENERAL PURPOSES | $200,000 | |
| MACGILLIVRAY FREEMAN FILMS EDUCATIONAL FOUNDATION | |||||||
| PO BOX 205 | LAGUNA BEACH | CA | 92652 | PC | SECOND INSTALLMENT OF $750,000 GRANT REFERRED TO IN LETTER DATED DECEMBER 14, 2022 FOR APPLICATION TO THE MEDICAL MARVELS PROJECT | $375,000 | |
| MAIMONIDES MEDICAL CENTER | |||||||
| 4802 TENTH AVENUE | BROOKLYN | NY | 11219 | PC | GENERAL PURPOSES | $25,000 | |
| MANHATTAN INSTITUTE | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | PC | GENERAL PURPOSES | $100,000 | |
| MASSACHUSETTS GENERAL HOSPITAL CANCER CENTER | |||||||
| BUILDING 149 THIRTEENTH STREET ROOM | CHARLESTOWN | MA | 02129 | PC | APPLICATION FOR ITS PROGRAMS FOR THE DETECTION AND TREATMENT OF CANCER | $300,000 | 7101 |
| MAYO FOUNDATION | |||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | PC | APPLICATION TO THE BENEFACTOR INNOVATION FUND | $250,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | SECOND INSTALLMENT OF $1,000,000 GRANT FOR APPLICATION TO RESEARCH CONDUCTED AT THE TOW CENTER FOR DEVELOPMENTAL ONCOLOGY REFERRED TO IN LETTER DATED DECEMBER 14, 2022 | $500,000 | |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | GENERAL PURPOSES | $25,000 | |
| METROPOLITAN OPERA ASSOCIATION | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | GENERAL PURPOSES | $25,000 | |
| MONELL CHEMICAL SENSES CENTER | |||||||
| 3500 MARKET STREET | PHILADELPHIA | PA | 19104 | PC | THIRD AND FINAL INSTALLMENT OF $2,900,000 TOWARDS THE $5,500,000 GRANT REFERRED TO IN LETTER DATED FEBRUARY 7, 2022; $3,250,000 PREPAYMENT FROM THE $5,500,000 GRANT INSTALLMENT DUE IN 2024; $50,000 GRANT TO THE MORLEY KARE FUND | $6,200,000 | |
| MOUNT SINAI HEALTH SYSTEM | |||||||
| ONE GUSTAVE LLEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | PC | $50,000 TO THE MT. SINAI ST. LUKE AND THE MT. SINAI ROOSEVELT HOSPITALS FOR THEIR LANGUAGE ASSISTANCE PROGRAMS; $50,000 FOR APPLICATION TO THE DIVISION OF PEDIATRIC HEMATOLOGY, AND ONCOLOGY | $100,000 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | PC | IN SUPPORT OF MULTI-FACETED STRATEGY TO DRIVE PERSONALIZED TREATMENT APPROACHES | $250,000 | |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | PC | GENERAL PURPOSES | $400,000 | |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | PC | GENERAL PURPOSES | $25,000 | |
| NEW YORK EYE AND EAR INFIRMARY OF MOUNT SINAI | |||||||
| ONE GUSTAVE LLEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | PC | FOR APPLICATION TO ITS MICROSURGICAL EDUCATION FOUNDATION | $150,000 | |
| NEW YORK FOUNDLING HOSPITAL | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | PC | GENERAL PURPOSES | $50,000 | |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 850 THIRD AVENUE - 12TH FLOOR | NEW YORK | NY | 10022 | PC | FIRST INSTALLMENT OF $500,000 GRANT TO BE APPLIED AS FOLLOWS: (A) $125,000 AS DIRECTED BY LEONARD N. GIRARDI, MD, TO ITS DIVISION OF CARDIOTHORACIC SURGERY AND (B) $125,000 AS DIRECTED BY DAVID S. BLUMENTHAL, MD, TO ITS DIVISION OF CARDIOLOGY | $250,000 | |
| NEW YORK PUBLIC LIBRARY | |||||||
| 476 FIFTH AVENUE | NEW YORK | NY | 10018 | PC | GENERAL PURPOSES | $50,000 | |
| NORTHWESTERN UNIVERSITY FEINBERG SCHOOL OF MEDICINE | |||||||
| ARTHUR JRUBLOFF BUILDING 420 EAST | CHICAGO | IL | 60611 | PC | FOR APPLICATION TO DR. SCHAEFFER'S RESEARCH AND EDUCATION FUND IN THE DEPARTMENT OF UROLOGY | $100,000 | SUPERIOR STREET 9TH FLOOR |
| NORWALK HOSPITAL FOUNDATION | |||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 06810 | PC | $100,000 FOR APPLICATION TO THE NEW PATIENT PAVILION AT NORWALK HOSPITAL; $50,000 FOR GENERAL PURPOSES | $150,000 | |
| NYU LANGONE HEALTH | |||||||
| ONE PARK AVENUE FLOOR 5 | NEW YORK | NY | 10016 | PC | FOR APPLICATION TO A SKULL-BASED FELLOWSHIP IN THE DEPARTMENT OF NEUROSURGERY UNDER THE DIRECTION OF DR. JOHN GOLFINOS | $150,000 | |
| OVARIAN CANCER RESEARCH FUND ALLIANCE | |||||||
| 1101 14TH STREET NW SUITE 850 | WASHINGTON | DC | 20005 | PC | FOR APPLICATION TO THE SUPPORT, RESOURCES AND EDUCATION PROGRAMS PREVIOUSLY OPERATED BY THE OVARIAN CANCER NATIONAL ALLIANCE | $50,000 | |
| PALM BEACH DAY ACADEMY | |||||||
| 241 SEAVIEW AVENUE | PALM BEACH | FL | 33480 | PC | GENERAL PURPOSES | $50,000 | |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | PC | GENERAL PURPOSES | $25,000 | |
| PIERMONT MORGAN LIBRARY | |||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | PC | GENERAL PURPOSES | $25,000 | |
| PROBONONET | |||||||
| 151 WEST 30TH STREET 6TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL PURPOSES | $25,000 | |
| REHABILITATION CENTER FOR CHILDREN AND ADULTS | |||||||
| 300 ROYAL PALM WAY | PALM BEACH | FL | 33480 | PC | GENERAL PURPOSES | $25,000 | |
| RIVERBROOK REGIONAL YMCA | |||||||
| 404 DANBURY ROAD | WILTON | CT | 06897 | PC | GENERAL PURPOSES | $50,000 | |
| ROCKEFELLER UNIVERISTY HOSPITAL | |||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL PURPOSES | $50,000 | |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | PC | $500,000 FOR GENERAL PURPOSES AND $100,000 FOR APPLICATION TO DR. JARVIS' EARTH BIOGENOME INITIATIVE | $600,000 | |
| SALVATION ARMY | |||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | PC | FOR APPLICATION TO ITS DISASTER RELIEF OPERATIONS | $50,000 | |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL PURPOSES | $25,000 | |
| SMITHSONIAN COOPER-HEWITT NATIONAL DESIGN MUSEUM | |||||||
| 2 EAST 91ST STREET | NEW YORK | NY | 10128 | PC | GENERAL PURPOSES | $25,000 | |
| SOCIETY OF THE FOUR ARTS | |||||||
| 2 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | PC | GENERAL PURPOSES | $25,000 | |
| ST GEORGE'S SCHOOL | |||||||
| PO BOX 1910 | NEWPORT | RI | 02840 | PC | GENERAL PURPOSES | $25,000 | |
| ST LUKE'S WOOD RIVER FOUNDATION | |||||||
| PO BOX 7005 | KETCHUM | ID | 83340 | PC | GENERAL PURPOSES OF THE SUN VALLEY HOSPITAL | $50,000 | |
| THE BRONX CHARTER SCHOOL FOR CHILDREN | |||||||
| 388 WILLIS AVENUE | BRONX | NY | 10454 | PC | GENERAL PURPOSES | $50,000 | |
| THE CHILDREN'S AID SOCIETY | |||||||
| 117 WEST 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | PC | GENERAL PURPOSES | $25,000 | |
| THE FUND FOR AMERICAN STUDIES | |||||||
| 1706 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | PC | GENERAL PURPOSES OF THE FOUNDATION FOR TEACHING ECONOMICS | $50,000 | |
| THE LIBRARY OF AMERICA | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | FOR APPLICATION TO THE CORE COLLECTION INITIATIVE FOR NEW YORK CITY LIBRARIES | $25,000 | |
| TRUDEAU INSTITUTE | |||||||
| 154 ALGONQUIN AVENUE | SARANAC LAKE | NY | 12983 | PC | GENERAL PURPOSES | $100,000 | |
| TULANE UNIVERSITY LAW SCHOOL | |||||||
| 6329 FRERET STREET | NEW ORLEANS | LA | 70118 | PC | FOR APPLICATION TO THE LAW SCHOOL'S WOMEN'S PRISON PROJECT | $50,000 | |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | PC | GENERAL PURPOSES | $25,000 | |
| USTA TENNIS & EDUCATION FOUNDATION | |||||||
| 2500 WESTCHESTER AVENUE SUITE 411 | PURCHASE | NY | 10577 | PC | FOR APPLICATION TO ITS COLLEGE EDUCATION SCHOLARSHIP PROGRAMS | $25,000 | |
| VISITING NURSE SERVICES OF NEW YORK | |||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | GENERAL PURPOSES | $25,000 | |
| WAKE FOREST BAPTIST MEDICAL CENTER | |||||||
| PO BOX 571021 | WINSTONSALEM | NC | 27199 | PC | FIRST INSTALLMENT OF $1,000,000 GRANT FOR APPLICATION TO ITS GEROSCIENCE HEALTHSPAN INITIATIVE | $333,333 | |
| WEILL CORNELL MEDICINE | |||||||
| 525 EAST 68TH STREET - ROOM F 607 | NEW YORK | NY | 10021 | PC | FOR PURCHASE OF EQUIPMENT TO AID THE VARTANIAN LABORATORY'S ONGOING MULTIPLE SCLEROSIS RESEARCH EFFORTS | $120,000 | |
| WESTMINSTER SCHOOL | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | PC | FOR APPLICATION TO ITS HORIZONS AT WESTMINSTER SCHOOL PROGRAM | $15,000 | |
| WOMEN'S PRISON ASSOCIATION | |||||||
| 110 SECOND AVENUE | NEW YORK | NY | 10003 | PC | GENERAL PURPOSES | $150,000 | |
| WOOD RIVER LAND TRUST | |||||||
| 119 E BULLION STREET | HAILEY | ID | 83333 | PC | GENERAL PURPOSES | $50,000 | |
| YALE UNIVERSITY SCHOOL OF PUBLIC HEALTH | |||||||
| 60 COLLEGE STREET 606 LEPH | NEW HAVEN | CT | 06520 | PC | $100,000 TO BE APPLIED TO RESEARCH ON "NEW STRATEGIES FOR AFRICAN TRYPANOSOMIASIS CONTROL; $300,000 FOR APPLICATION TO THE DEPARTMENT OF EPIDEMIOLOGY AND MICROBIAL DISEASES | $400,000 | |
| YMCA OF GREATER NEW YORK | |||||||
| FIVE WEST 63RD STREET 6TH FLOOR | NEW YORK | NY | 10023 | PC | GENERAL PURPOSES | $25,000 | |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF THE CITY OF NEW YORK | |||||||
| 50 BROADWAY 22ND FLOOR | NEW YORK | NY | 10004 | PC | GENERAL PURPOSES | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,048,333 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY COLLEGE OF PHILADELPHIA | |||||||
| 1700 SPRING GARDEN STREET ANNEX 7TH | FLOOR | PHILADELPHIA | PA | 19130 | PC | SECOND 2024 INSTALLMENT FOR APPLICATION TO STUDENT-FACULTY INTERNATIONAL STUDY ABROAD PROGRAM | $75,000 |
| DANA FARBER CANCER CENTER | |||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | PC | SECOND 2024 INSTALLMENT FOR APPLICATION TO THE PRESIDENTIAL INITIATIVES FUND | $500,000 | |
| MONELL CHEMICAL SENSES CENTER | |||||||
| 3500 MARKET STREET | PHILADELPHIA | PA | 19104 | PC | REMAINDER OF $5,500,000 GRANT INSTALLMENT REFERRED TO IN LETTER DATED DECEMBER 7, 2023 | $2,000,000 | |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 850 THIRD AVENUE - 12TH FLOOR | NEW YORK | NY | 10022 | PC | SECOND 2024 INSTALLMENT OF $500,000 GRANT TO BE APPLIED AS FOLLOWS: (A) $125,000 AS DIRECTED BY LEONARD N. GIRARDI, MD, TO ITS DIVISION OF CARDIOTHORACIC SURGERY AND (B) $125,000 AS DIRECTED BY DAVID S. BLUMENTHAL, MD, TO ITS DIVISION OF CARDIOLOGY | $250,000 | |
| WAKE FOREST BAPTIST MEDICAL CENTER | |||||||
| PO BOX 571021 | WINSTONSALEM | NC | 27199 | PC | SECOND 2024 AND THIRD 2025 INSTALLMENTS OF $1,000,000 GRANT FOR APPLICATION TO ITS GEROSCIENCE HEALTHSPAN INITIATIVE | $666,667 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,491,667 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,831 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,004,216 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,539 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,233,122 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,245,708 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,245,708 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RECORD KEEPING AND TAX PREPARATION | $26,143 | $13,072 | $13,071 |
| AUDIT SERVICES | $87,519 | $43,760 | $43,759 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $84,698,914 | EOYBookValueAmt |
| EOYFMV | $432,237,760 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BREAKTHROUGH LLC | AT COST | $1,000,890 | $1,000,890 |
| LUMINOUS II LLC | AT COST | $999,129 | $999,129 |
| 8090 DECARBONIZATION | AT COST | $423,517 | $423,517 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,582 | LegalFeesAmt |
| Net Investment Income | $9,791 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,791 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $147 | $74 | $73 |
| ADR FEES | $6,991 | $6,991 | $0 |
| HEALTH INSURANCE | $70,699 | $35,350 | $35,349 |
| PAYROLL PROCESSING FEES | $1,863 | $932 | $931 |
| FILING FEES | $1,685 | $0 | $1,685 |
| INSURANCE | $30,122 | $0 | $30,122 |
| PARTNERSHIP LOSS THRU 8090 INDUSTRIES DECARB FUND II LP | $39,380 | $39,380 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $4,539 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,539 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,539 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL AND ADVISORY EXPENSES | $1,088,254 | $1,088,254 | $0 |
| GENERAL CONSULTING | $2,197 | $0 | $2,197 |
| OTHER PROFESSIONAL EXPENSES | $1,822 | $1,822 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $16,684 | $8,342 | $8,342 |
| EXCISE TAXES | $220,000 | $0 | $0 |
| FOREIGN TAXES | $41,143 | $41,143 | $0 |