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THE TOW FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE TOW FOUNDATION INC (EIN 06-6484045)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-06
IRS object ID
202413119349101931
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-06T12:27:43-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1350 CHURCH STREET 12TH FLOORAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066484045EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TOW FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTOWFBusinessNameControlTxt
Phone2037616604PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 LOCUST AVENUE STE 1AddressLine1Txt
CityNEW CANAANCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068404737ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMILY TOWPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2035944121PhoneNum
Signature2024-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI ROTHE YOKOBOSKY CPAPreparerPersonNm
PTINP01273422PTIN
Phone9592007000PhoneNum
Preparation2024-11-05PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$403,543,339FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,989,449InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,989,449InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,829,618DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,829,618DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,948,509NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$193,903,017GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,948,509CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,599,030OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,598,471OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$14,366,606TotalRevAndExpnssAmt
Total Net Invst Incm$14,366,047TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$611,048CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$92,828CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$518,220CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,217,389OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$47,750OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,169,639OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$273,862PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$6,245PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$267,617PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$60,193LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$60,193LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,860AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,930AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,930AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,055,556OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$712,505OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$343,051OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$147,009InterestRevAndExpnssAmt
Interest Net Invst Incm$147,009InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$50,002TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$25,541DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$215,265OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$215,265OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$173,894TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$173,894TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$5,043PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$5,043PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,294,844OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,609,711OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$685,133OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,143,506TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,622,978TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,444,985TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,936,247ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,936,247ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,079,753TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,622,978TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,381,232TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,713,147ExcessRevenueOverExpensesAmt
Net Investment Income$10,743,069NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$422,283CashBOYAmt
Cash EOY$1,491,051CashEOYAmt
Cash EOYFMV$1,491,051CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,406,874SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,325,599SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,325,599SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$123,088,135USGovernmentObligationsBOYAmt
US Government Obligations EOY$82,496,547USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$81,629,850USGovtObligationsEOYFMVAmt
Corporate Stock BOY$85,111,445CorporateStockBOYAmt
Corporate Stock EOY$98,047,470CorporateStockEOYAmt
Corporate Stock EOYFMV$146,344,139CorporateStockEOYFMVAmt
Corporate Bonds BOY$43,747,791CorporateBondsBOYAmt
Corporate Bonds EOY$73,440,232CorporateBondsEOYAmt
Corporate Bonds EOYFMV$74,469,656CorporateBondsEOYFMVAmt
Other Investments BOY$50,457,368OtherInvestmentsBOYAmt
Other Investments EOY$33,831,918OtherInvestmentsEOYAmt
Other Investments EOYFMV$39,679,979OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$143,410LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$125,748LandBldgEquipAccumDeprecAmt
Land BOY$40,886LandBOYAmt
Land EOY$17,662LandEOYAmt
Land EOYFMV$17,662LandEOYFMVAmt
Other Assets BOY$27,107,125OtherAssetsBOYAmt
Other Assets EOY$27,107,125OtherAssetsEOYAmt
Other Assets EOYFMV$54,585,403OtherAssetsEOYFMVAmt
Total Assets BOY$338,381,907TotalAssetsBOYAmt
Total Assets EOY$321,757,604TotalAssetsEOYAmt
Total Assets EOYFMV$403,543,339TotalAssetsEOYFMVAmt
Other Liabilities BOY$80,999OtherLiabilitiesBOYAmt
Other Liabilities EOY$75,686OtherLiabilitiesEOYAmt
Total Liabilities BOY$80,999TotalLiabilitiesBOYAmt
Total Liabilities EOY$75,686TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$338,300,908CapitalStockBOYAmt
Capital Stock EOY$321,681,918CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$338,300,908TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$321,681,918TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$338,381,907TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$321,757,604TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$338,300,908TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,713,147ExcessRevenueOverExpensesAmt
Other Increases$94,157OtherIncreasesAmt
Subtotal$321,681,918SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$321,681,918TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - MERRILL LYNCHP$15,261,972$16,590,531-$1,328,559-$1,328,559
PUBLICLY TRADED SECURITIES - DEUTSCHE BANKP$134,610,353$133,639,736$970,617$970,617
PUBLICLY TRADED SECURITIES - VANGUARDP$21,917,000$17,202,702$4,714,298$4,714,298
PUBLICLY TRADED SECURITIES - FIRST REPUBLICP$22,113,692$22,521,539-$407,847-$407,847
FieldValueIRS element (for citing)
Capital Gain Net Income$3,948,509CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$149,329InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$149,329SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$149,329TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$128,217EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$128,217TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$815EsPenaltyAmt
Tax Due$21,927TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.TOWFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SUSAN RANSDENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2037616604PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line150 LOCUST AVENUE STE 1AddressLine1Txt
CityNEW CANAANCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068404737ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AMY LEFKOF
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840SECRETARY3.00$0$0$0
ANDREW TOW
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840VICE PRESIDENT2.00$0$0$0
DAVID TOBIAS
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840ASSISTANT TREASURER3.00$0$0$0
EMILY TOW
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840PRESIDENT40.00$339,837$59,723$0
FRANK TOW
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840VICE PRESIDENT2.00$0$0$0
HOPE JACKSON
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840DIRECTOR2.00$0$0$0
LEONARD TOW
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840CHAIRMAN5.00$0$0$0
MOLLY TOW
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840DIRECTOR2.00$0$0$0
OLIVIA TOW
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840DIRECTOR2.00$0$0$0
SCOTT SCHNEIDER
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840TREASURER5.00$0$0$0
SUSAN RANSDEN
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840ASSISTANT SECRETARY40.00$154,067$57,421$0
TERESA LAW
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840DIRECTOR2.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
DIANA ECHEVARRIA
C/O THE TOW FOUNDATION 50 LOCUSTAVENEW CANAANCT06840SR. PROGRAM OFFICER40.00$123,860$68,708$0
DIANE SIERPINA
C/O THE TOW FOUNDATION 50 LOCUSTAVENEW CANAANCT06840PROGRAM DIRECTOR40.00$170,034$14,761$0
NADIA ALIA
C/O THE TOW FOUNDATION 50 LOCUSTAVENEW CANAANCT06840DIR. OF OPERATIONS40.00$153,792$28,891$0
EILEEN C WISEMAN
C/O THE TOW FOUNDATION 50 LOCUSTAVENEW CANAANCT06840PROGRAM DIRECTOR40.00$154,300$7,615$0
MAGDALENA CWINTAL
C/O THE TOW FOUNDATION 50 LOCUSTAVENEW CANAANCT06840FINANCE MANAGER40.00$93,584$12,490$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k5OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
DEUTSCHE BANK
COLUMBUS CIRCLE 1NEW YORKNY10019INVESTMENT MANAGER$259,802
CITIBANK FEES
50 SUNNYSIDE AVEHEMPSTEADNY115506425INVESTMENT MANAGER$209,701
MERRILL LYNCH TRUST CO
1300 MERRILL LYNCH DRPENNINGTONNJ08534INVESTMENT MANAGER$200,308
KINDRED MOTES
477 MADISON AVENUENEW YORKNY10022STRATEGIC CONSULTANT$192,925
LAW OFFICE OF EAN MATTHEWS
756 MYRTLE AVE APT 6IBROOKLYNNY11206LEGAL FEES$60,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$315,263,447AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,700,816AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$54,791,805FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$392,756,068TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$392,756,068AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,891,341CashDeemedCharitableAmt
Net Vl Noncharitable Assets$386,864,727NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,343,236MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,343,236MinimumInvestmentReturnAmt
Tax Based On Investment Income$149,329TaxBasedOnInvestmentIncomeAmt
Total Tax$149,329TotalTaxAmt
Distributable Before Adj$19,193,907DistributableBeforeAdjAmt
Recoveries Qualfied Distri$559RecoveriesQualfiedDistriAmt
Distributable Before Ded$19,194,466DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$19,194,466DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,381,232ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$27,381,232QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,194,466DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,926,605ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,382,473ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,341,434ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,544,343ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,098,795ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,293,650TotalExcessDistributionCyovAmt
Qualifying Distributions$27,381,232QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,194,466AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,186,766RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$48,480,416TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$9,926,605ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$38,553,811ExcessDistriCyovToNextYrAmt
Excess From Year4$10,382,473ExcessFromYear4Amt
Excess From Year3$10,341,434ExcessFromYear3Amt
Excess From Year2$5,544,343ExcessFromYear2Amt
Excess From Year1$4,098,795ExcessFromYear1Amt
Excess From Current Year$8,186,766ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLEONARD TOWContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (222 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A LITTLE PIECE OF LIGHT INC
356 MARCUS GARVEY BLVDBROOKLYNNY11221PCUNRESTRICTED FUNDING$35,000
AFRICAN CARIBBEAN AMERICAN PARENTS OF CHILDREN WITH DISABILITY INC
49 WOODLAND STREETHARTFORDCT06105PCUNRESTRICTED FUNDING$35,000
ALLIANCE OF FAMILIES FOR JUSTICE
8 W 126TH ST 3RD FLOORNEW YORKNY10027PCUNRESTRICTED FUNDING$75,000
ALS ASSOCIATION GREATER NEW YORK CHAPTER
42 BROADWAY SUITE 1724NEW YORKNY10004GROUP2023 THE LOU GEHRIG LEGACY GALA - GRAND SLAM TABLE$22,000
ALS ASSOCIATION OF GREATER PHILADELPHIA
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ATLANTIC THEATER COMPANY
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BROOKLYN COLLEGE FOUNDATION INC
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BROOKLYN COLLEGE FOUNDATION INC
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CLUBBED THUMB INC
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
722 WEST 168TH STREET 14TH FLOORNEW YORKNY100322695PC2023 NATIONAL RESEARCH CONFERENCE FOR THE PREVENTION OF FIREARM-RELATED HARMS$2,500
COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
722 WEST 168TH STREET 14TH FLOORNEW YORKNY100322695PC2023 NATIONAL RESEARCH CONFERENCE FOR THE PREVENTION OF FIREARM-RELATED HARMS$2,500
COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF
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COMMON JUSTICE INC
PO BOX 25131BROOKLYNNY11202PCUNRESTRICTED FUNDING$60,000
COMMUNITY BONDS INC
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COMMUNITY PARTNERS IN ACTION INC
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COMMUNITY PARTNERS IN ACTION INC
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COMPOSERS NOW INC
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CONGREGATIONS LINKED IN URBAN STRATEGY TO EFFECT RENEWAL INC
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CONNECTICUT CHILDREN'S FOUNDATION INC
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CONNECTICUT COALITION TO END HOMELESSNESS INC
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CONNECTICUT COUNCIL FOR PHILANTHROPY
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CONNECTICUT COUNCIL FOR PHILANTHROPY
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CONNECTICUT COUNCIL FOR PHILANTHROPY
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CONNECTICUT LEGAL SERVICES INC
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CONNECTICUT NEWS PROJECT INC
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CONNECTICUT PUBLIC BROADCASTING INC
1049 ASYLUM AVEHARTFORDCT06105PCTOW FELLOWSHIP AT CT PUBLIC$80,000
CONNECTICUT VOICES FOR CHILDREN INC
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CONNECTICUT YOUTH SERVICES ASSOCIATION
PO BOX 551GLASTONBURYCT06033PCJUVENILE JUSTICE REFORM AND ADVOCACY FOR THE FRONT-END OF THE SYSTEM$30,000
CORRECTIONAL ASSOCIATION OF NEW YORK
PO BOX 793BROOKLYNNY11207PCUNRESTRICTED FUNDING$75,000
CRAIG NEWMARK GRADUATE SCHOOL OF JOURNALISM CUNY FOUNDATION INC
219 WEST 40TH STREETNEW YORKNY10018PCSTEPHEN B. SHEPARD PRIZE FOR INVESTIGATIVE REPORTING ANNUAL AWARDS$5,000
CRAIG NEWMARK GRADUATE SCHOOL OF JOURNALISM CUNY FOUNDATION INC
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CRAIG NEWMARK GRADUATE SCHOOL OF JOURNALISM CUNY FOUNDATION INC
219 WEST 40TH STREETNEW YORKNY10018PCTOW PROFESSORSHIPS$50,000
DOMUS KIDS INC
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DRUG POLICY ALLIANCE
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DWIGHT HALL AT YALE
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DWIGHT HALL AT YALE
DWIGHT HALL AT YALE CENTER FORNEW HAVENCT06520PCYALE PRISON EDUCATION INITIATIVE - UNRESTRICTED FUNDING$100,000PUBLIC SERVICE AND SOCIAL JUSTICE P
EVERYLIBRARY INSTITUTE NFP
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FORMERLY INCARCERATED COLLEGE GRADUATES NETWORK
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FORTUNE SOCIETY INC
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FORWARD IMPACT
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FOSTER FORWARD
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FOSTERING MEDIA CONNECTIONS
PO BOX 861928LOS ANGELESCA90086PCYOUTH JUSTICE REPORTING IN NEW YORK STATE$40,000
FOUNTAIN HOUSE INC
425 WEST 47TH STREETNEW YORKNY10036PCFOUNTAIN HOUSE'S CATALYST FUND$250,000
FREDERICK DOUGLASS PROJECT FOR JUSTICE INC
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FREEDOM READS INC
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FRIENDS OF KAREN INC
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FUND FOR THE CITY OF NEW YORK INC
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GENERAL COUNCIL OF THE ASSEMBLIES OF GOD
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GIRLTREK INCORPORATED
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GOOD CALL NYC CO
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GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
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HOME FOR CONTEMPORARY THEATRE AND ART LTD
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HOMEBRIDGE VENTURES INC
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HOSPICE OF MARTHA'S VINEYARD INC
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HOUR CHILDREN INC
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HOUSING PLUS SOLUTIONS INC
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HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC
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INDIESPACE INC
48-15 28TH AVENUEASTORIANY11103PC2023 VISIONARY LEADERSHIP$150,000
JUSTICE INNOVATION INC
520 EIGHTH AVENUE 18TH FLOORNEW YORKNY10018PCEXPANDING RESTORATIVE JUSTICE ALTERNATIVE-TO-INCARCERATION PROGRAMMING$100,000
JUSTICE POLICY INSTITUTE
1012 14TH STREET NW SUITE 600WASHINGTONDC20005PCUNRESTRICTED FUNDING$50,000
JUSTLEADERSHIPUSA INC
PO BOX 1730NEW YORKNY10037PCUNRESTRICTED FUNDING$100,000
JUVENILE LAW CENTER
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KATAL CENTER FOR HEALTH EQUITY AND JUSTICE INC
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KIDS IN CRISIS INC
1 SALEM STREETCOS COBCT06807PCUNRESTRICTED FUNDING$50,000
LADIES OF HOPE MINISTRIES INC
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LEGAL ACTION CENTER OF THE CITY OF NEW YORK INC
225 VARICK STREET 4TH FLOORNEW YORKNY10014PCUNRESTRICTED FUNDING$100,000
LIFE UNBOLTED INC
123 SCHENECTADY AVEBROOKLYNNY11213PCUNRESTRICTED FUNDING$25,000
LINCOLN CENTER FOR THE PERFORMING ARTS INC
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LINEAGE PROJECT INC
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MANHATTAN THEATRE CLUB INC
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MARTHA'S VINEYARD CHAMBER MUSIC SOCIETY
PO BOX 4189VINEYARD HAVENMA02568PCUNRESTRICTED FUNDING$5,000
MEDIA IMPACT FUNDERS INC
200 WEST WASHINGTON SQUARE SUITEPHILADELPHIAPA19106PC2024 MEMBERSHIP$5,000220
MEDICAL JUSTICE ALLIANCE INC
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MEMORIAL SLOAN-KETTERING CANCER CENTER
633 THIRD AVENUE 5TH FLOORNEW YORKNY10017PCTHE TOW FOUNDATION FELLOWSHIP PROGRAM IN MOLECULAR IMAGING AND NANOTECHNOLOGY$710,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
633 THIRD AVENUE 5TH FLOORNEW YORKNY10017PCTHE INITIATIVE IN RADIOTHERANOSTICS AT MSK$1,600,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
633 THIRD AVENUE 5TH FLOORNEW YORKNY10017PCTOW MSK DERMATOLOGY SKIN INFORMATICS PROGRAM$300,000
NATIONAL BLACK THEATER WORKSHOP INC
2031 NATIONAL BLACK THEATRE WAYNEW YORKNY10035PCSOUL SERIES LIBERATING ARTISTIC BRAVERY RESIDENCIES - SOUL DIRECTOR RESIDENCY$50,000
NATIONAL BLACK WOMEN'S JUSTICE INSTITUTE INC
2703 7TH STREET SUITE 109BERKELEYCA94710PCINNOVATION FUND$99,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY INC
1667 K STREET NW SUITE 550WASHINGTONDC20006PC2023 LEADERSHIP CIRCLE - RENEWAL$10,000
NATIONAL JUVENILE JUSTICE NETWORK
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NEW 42ND STREET INC
229 WEST 42ND STREET 10TH FLOORNEW YORKNY10036PCUNRESTRICTED FUNDING$50,000
NEW CANAAN VOLUNTEER AMBULANCE CORPS INC
182 SOUTH AVENUENEW CANAANCT06840PCUNRESTRICTED FUNDING$2,500
NEW YORK FOCUS NEWS
361 WARREN STREETBROOKLYNNY11201PCUNRESTRICTED FUNDING$150,000
NEW YORK GENOME CENTER INC
101 AVENUE OF THE AMERICAS 7THNEW YORKNY10013PCWOMEN'S GENETICS CENTER -THE CENTER OF EXCELLENCE IN WOMENS CLINICAL GENOMIC HEALTHCARE$1,400,000FLOOR
NEW YORK PUBLIC RADIO
160 VARICK STREETNEW YORKNY10013PCWNYC EARLY-CAREER FELLOWSHIP$100,000
NEW YORK PUBLIC RADIO
160 VARICK STREETNEW YORKNY10013PCUNRESTRICTED FUNDING$50,000
NEW YORK SHAKESPEARE FESTIVAL
425 LAFAYETTE STREETNEW YORKNY10003PC2022-2024 PUBLIC WORKS & MOBILE UNIT$150,000
NEW YORK SHAKESPEARE FESTIVAL
425 LAFAYETTE STREETNEW YORKNY10003PC2022 PUBLIC THEATRE/BROOKLYN COLLEGE MFA PROGRAM PARTNERSHIP$165,000
NEW YORK SHAKESPEARE FESTIVAL
425 LAFAYETTE STREETNEW YORKNY10003PCTHE PUBLIC THEATER'S CAPITAL CAMPAIGN$500,000
NEW YORK SHAKESPEARE FESTIVAL
425 LAFAYETTE STREETNEW YORKNY10003PCA BRIEF INTERMISSION: A BENEFIT TO CELEBRATE THE DELACORTE THEATER$1,300
NEW YORK SOCIETY FOR THE RELIEF OF RUPTURED & CRIPPLED MAINTAINING THE HOSP
535 EAST 70TH STREETNEW YORKNY10021PCREALIZING THE PROMISE OF PRECISION MEDICINE AND TISSUE REGENERATION IN AUTOIMMUNE AND MUSCULOSKELETAL DISEASES$1,240,000
NEW YORK WOMEN IN FILM
1338 CARROLL STREETBROOKLYNNY11372PCBROOKLYN SAVVY - UNRESTRICTED FUNDING$100,000
NORRIS SQUARE COMMUNITY ALLIANCE
174 DIAMOND STREETPHILADELPHIAPA19122PCINNOVATION FUND$50,000
NORTH CAROLINA COMMUNITY ACTION ASSOCIATION
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NORWALK HOSPITAL ASSOCIATION
34 MAPLE STREETNORWALKCT068503815PCPULMONARY FELLOWSHIP PROGRAM AT NORWALK HOSPITAL$333,333
OSBORNE ASSOCIATION INC
809 WESTCHESTER AVENUEBRONXNY10455PCUNRESTRICTED FUNDING$100,000
OUR PIECE OF THE PIE INC
20-28 SARGEANT STREETHARTFORDCT06105PCIN-HOUSE CLINICAL SUPPORT SERVICES - LAUNCH AND OPERATIONS$100,000
PAGE SEVENTY-THREE PRODUCTIONS INC
80 HANSON PLACE SUITE 305BROOKLYNNY112172998PC2023-2024 PLAYWRIGHT RESIDENCY PROGRAM$82,500
PEAK GRANTMAKING INC
1701 PENNSYLVANIA AVENUE NORTHWESTWASHINGTONDC20006PC2023 MEMBERSHIP SUPPORT$3,000SUITE 200
PEER HEALTH EXCHANGE INC
1423 BROADWAY 1059OAKLANDCA94607PCUNRESTRICTED FUNDING$99,000
PEN AMERICAN CENTER INC
588 BROADWAYNEW YORKNY10012PCPEN AMERICAN PRISON AND JUSTICE WRITING PROGRAM$150,000
PHILANTHROPY NEW YORK INC
320 EAST 43RD STREETNEW YORKNY10017PCMEMBERSHIP CONTRIBUTION$14,480
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
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PLANNED PARENTHOOD SOUTHEASTERN PA
1144 LOCUST STREETPHILADELPHIAPA19107PCUNRESTRICTED FUNDING$2,000
PRISON COMMUNITIES INTERNATIONAL INC
735 ANDERSON HILL ROADPURCHASENY10577PCUNRESTRICTED FUNDING$50,000
PROJECT MODEL OFFENDER REINTEGRATION EXPERIENCE INC
830 GRANT AVENUENEW HAVENCT06511PCPROJECT WELCOME HOME$50,000
RE-ENTRY ROCKS
20 JAY STREET SUITE M03BROOKLYNNY11201PCUNRESTRICTED FUNDING$25,000
REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC
23564 CALABASAS ROAD SUITE 201CALABASASCA91302PCUNRESTRICTED FUNDING$11,784
REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC
23564 CALABASAS ROAD SUITE 201CALABASASCA91302PCUNRESTRICTED FUNDING$88,216
REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC
2470 FAIRFIELD AVENUEBRIDGEPORTCT06605PCUNRESTRICTED FUNDING$75,000
REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC
2470 FAIRFIELD AVENUEBRIDGEPORTCT06605PCAMPLIFYING RESIDENT VOICES$333,500
RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK
524 WEST 59TH STREET ROOM 623TNEW YORKNY10019PCTOW ADVOCACY FELLOWSHIP INITIATIVE$330,000
RIVET GLOBAL INC
30 HECLA STREETBOSTONMA02122PCU.S.-FOCUSED PROGRAMMING$100,000
ROBIN HOOD FOUNDATION
826 BROADWAY FLOOR 9NEW YORKNY10003PCROBIN HOOD FOUNDATION 2023 HUNGER PROGRAMS$200,000
ROCA INC
101 PARK STREETCHELSEAMA02150PCROCA HARTFORD YOUNG MOTHERS PROGRAM$100,000
ROUNDABOUT THEATRE COMPANY INC
231 W 39TH STREET SUITE 1200NEW YORKNY10018PCROUNDABOUT DIRECTORS GROUP (RDG) AND DIRECTING FELLOWSHIP$50,000
SACRED HEART UNIVERSITY
5151 PARK AVENUEFAIRFIELDCT06825PCPROJECT LIMULUS IN HONOR OF JENNIFER MATTEI, WHO WAS A DEAR FRIEND AND THE LONG-TIME LEADER OF THIS PROJECT AND FACULTY MEMBER AT SACRED HEART$1,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS INC
135 WEST 20TH STREETNEW YORKNY10011PCUNRESTRICTED FUNDING$75,000
SOHO REPERTORY THEATRE INC
401 BROADWAY SUITE 300NEW YORKNY10013PCRESIDENCY STIPEND FOR JILIAN WALKER$15,000
SOHO REPERTORY THEATRE INC
401 BROADWAY SUITE 300NEW YORKNY10013PCSOHO REP LEADERSHIP TRANSITION FUND$25,000
SOHO REPERTORY THEATRE INC
401 BROADWAY SUITE 300NEW YORKNY10013PC2023-2024 PLAYWRIGHT RESIDENCY PROGRAM$82,500
SOLUTIONS JOURNALISM NETWORK INC
115 E 34TH STREET 1806NEW YORKNY10156PCUNRESTRICTED FUNDING$100,000
SOUL SHOPPE PROGRAMS
111 FAIRMOUNT AVENUEOAKLANDCA94611PCINNOVATION FUND$68,000
SUNDANCE INSTITUTE
PO BOX 684429PARK CITYUT84068PCTICKETS TO SUNDANCE'S OPENING NIGHT EVENT$5,200
SUNRISE MOVEMENT EDUCATION FUND
712 H STREET NORTHEAST 626WASHINGTONDC20002PCUNRESTRICTED FUNDING IN HONOR OF CAMERON TOW AND EVA JOHNSON'S MARRIAGE$5,000
SUNSET PARK HEALTH COUNCIL INC
5610 2ND AVENUEBROOKLYNNY11220PCINNOVATION FUND$97,000
TEATRO CIRCULO LTD
64 EAST 4TH STREET 3RD FLOORNEW YORKNY100038903PC2023-2024 PLAYWRIGHT RESIDENCY PROGRAM$82,500
TECHNOLOGY ASSOCIATION OF GRANTMAKERS INC
200 WEST MADISON STREET 3RD FLOORCHICAGOIL60606PC2023 LEADERSHIP TRANSITION GRANT$15,000
TEMPLE UNIVERSITY OF THE COMMONWEALTH SYSTEM OF HIGHER EDUCATION
PO BOX 827651PHILADELPHIAPA19122PCUNRESTRICTED FUNDING$1,000
THE ACTORS' FUND OF AMERICA
729 7TH AVENUE 10TH FLOORNEW YORKNY10019PCUNRESTRICTED FUNDING$25,000
THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION
3401 CIVIC CENTER BLVDPHILADELPHIAPA19104PCINNOVATION FUND$49,000
THE COLLEGE AND COMMUNITY FELLOWSHIP INC
475 RIVERSIDE DRIVE SUITE 1626NEW YORKNY10115PCUNRESTRICTED FUNDING$40,000
THE COUNCIL OF STATE GOVERNMENTS
22 CORTLANDT STREET 22ND FLOORNEW YORKNY10007GROUPCSG JUSTICE CENTER'S REENTRY 2030 PLANNING GRANT$25,000
THE FAIRFIELD COUNTY COMMUNITY FOUNDATION INC
40 RICHARDS AVENUENORWALKCT06854PCSPONSORSHIP FOR THE FUND FOR WOMEN AND GIRLS 2023 LUNCHEON$3,680
THE FLEA THEATER INC
20 THOMAS STNEW YORKNY10003PCPLAYWRIGHT RESIDENCY PROGRAM$82,500
THE FUTURO MEDIA GROUP
361 WEST 125TH STREETNEW YORKNY10027PCVISIONARY LEADERSHIP FOR MARIA HINOJOSA$200,000
THE FUTURO MEDIA GROUP
361 WEST 125TH STREETNEW YORKNY10027PCUNRESTRICTED FUNDING$200,000
THE GAULT CENTER
1800 M STREET NW FT1 BOX 33604WASHINGTONDC20033PCUNRESTRICTED FUNDING$75,000
THE GOOD NATION FOUNDATION INC
100 CROSBY STNEW YORKNY10012PCAMERICA GOES TO PRISON$150,000
THE GROUNDTRUTH PROJECT INC
10 GUEST STREETBOSTONMA02135PCREPORT FOR AMERICA$100,000
THE LENFEST INST FOR JOURNALISM SPE ASSET FUND OF THE PHL FOUNDATION
100 SOUTH INDEPENDENCE MALL WESTPHILADELPHIAPA19106SO IUNRESTRICTED FUNDING$2,000SUITE 600
THE MARSHALL PROJECT INC
156 W 56TH ST SUITE 701NEW YORKNY10019PCUNRESTRICTED FUNDING$100,000
THE MASSACHUSETTS GENERAL HOSPITAL
1 HOSPITAL ROADOAK BLUFFSMA02557PCUNRESTRICTED FUNDING$5,000
THE MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA ST SUITE 540BOSTONMA02114PCBRAIN RESEARCH DIGITAL LIBRARY$75,000
THE MASSACHUSETTS GENERAL HOSPITAL
DEVELOPMENT OFFICERN300 1ST AVECHARLESTONMA02129PCUNRESTRICTED FUNDING$2,500
THE OMOWALE PROJECT INC
65 BURNSIDE DRIVEHASTINGSONHUDSONNY10706PCUNRESTRICTED FUNDING$150,000
THE OPPORTUNITY AGENDA
575 8TH AVENUE 7TH FLOORNEW YORKNY10018PCUNRESTRICTED FUNDING$40,000
THE SENTENCING PROJECT
1705 DESALES STREET NORTHWEST 8THWASHINGTONDC20036PCUNRESTRICTED FUNDING$100,000FLOOR
TIDES CENTER
1415 CABRILLO AVEVENICECA90291PCMAKING FREEDOM MAKE SENSE: ZEALOUS/CORTICO PROJECT$25,000
TIDES CENTER
1415 CABRILLO AVEVENICECA90291PCUNRESTRICTED FUNDING$150,000
TIDES CENTER
1415 CABRILLO AVEVENICECA90291PCFELONY MURDER REPORTING PROJECT$25,000
TIDES CENTER
PO BOX 720807JACKSON HEIGHTSNY11372PCWOMEN & JUSTICE PROJECT - UNRESTRICTED FUNDING$50,000
TRACE MEDIA INC
PO BOX 24532BROOKLYNNY11202PCTHE TRACE EDITING FELLOWSHIP$112,500
TRUSTEES OF BOSTON UNIVERSITY
ONE SILBER WAYBOSTONMA02215PCTHE MAUREEN A. STRAFFORD, M.D., MED'76 & ALEX H. MACDONALD, ESQ., CAS'72 ENDOWED HOWARD ZINN MEMORIAL LECTURE FUND (ZINN MEMORIAL LECTURE FUND)$25,000
UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED
10 PROSPECT STREET ROOM 550HARTFORDCT06103PC2023 CT SENTENCING COMMISSION FELLOWSHIP PROGRAM$20,000
UNIVERSITY OF MIAMI
PO BOX 025388CORAL GABLESFL331029811PCSYLVESTER COMPREHENSIVE CANCER CENTERS 50TH ANNIVERSARY GALA$25,000
UNIVERSITY OF NEW HAVEN
300 BOSTON POST RDWEST HAVENCT065161916PCTOW YOUTH JUSTICE INSTITUTE$250,000
UNIVERSITY OF NEW HAVEN
300 BOSTON POST RDWEST HAVENCT065161916PCDIANE SIERPINA EMERGING LEADERSHIP IN YOUTH JUSTICE FUND AWARD$5,000
URBAN JUSTICE CENTER
40 RECTOR STREET 9TH FLOORNEW YORKNY10006PCUNRESTRICTED FUNDING$50,000
UTEC INC
PO BOX 7066LOWELLMA01852PCUNRESTRICTED FUNDING$99,000
VANGUARD CHARITABLE ENDOWMENT PROGRAM
PO BOX 3075SOUTHEASTERNPA19398PCDONOR ADVISED FUND CONTRIBUTION$511,925
VERA INSTITUTE OF JUSTICE INC
34 35TH STREET SUITE 4-2ABROOKLYNNY11232PCUNRESTRICTED FUNDING$250,000
VIVIAN BEAUMONT THEATER INC
150 WEST 65TH STREETNEW YORKNY10023PC2023 LINCOLN CENTER BENEFIT$21,400
VIVIAN BEAUMONT THEATER INC
150 WEST 65TH STREETNEW YORKNY10023PCUNRESTRICTED FUNDING$50,000
WE ARE UNCHAINED INC
615 W GENESEE STREETSYRACUSENY13204PCUNRESTRICTED FUNDING$35,000
WESLEYAN UNIVERSITY
222 CHURCH STREETMIDDLETOWNCT06459PCRE-IMAGINING COMMUNITY SAFETY: RESEARCH IN PRACTICE CONFERENCE$5,000
WESLEYAN UNIVERSITY
CENTER FOR PRISON EDUCATIONWESLEYANMIDDLETOWNCT064593208PCUNRESTRICTED FUNDING$50,000UNIVERSITY 237 HIGH STREET NORTH CO
WESTCHESTER CHILDREN'S ASSOCIATION INC
470 MAMARONECK AVENUEWHITE PLAINSNY10605PCUNRESTRICTED FUNDING$50,000
WGBH EDUCATIONAL FOUNDATION
ONE GUEST STREETBOSTONMA02135PCTOW FELLOWSHIPS FOR GRADUATES OF COLUMBIA AND CRAIG NEWMARK AT CUNY JOURNALISM SCHOOLS$200,000
WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC
120 BROADWAY SUITE 1750NEW YORKNY10271PCJUSTICE PROGRAM$150,000
WNET
825 EIGHTH AVENUE 14TH FLOORNEW YORKNY100197435PC2023 WNET GALA VICE CHAIR LEVEL SPONSORSHIP$21,400
WNET
825 EIGHTH AVENUE 14TH FLOORNEW YORKNY100197435PCUNRESTRICTED FUNDING$50,000
WOMEN AGAINST MASS INCARCERATION INC
840B STATE STREETBRIDGEPORTCT06604PCUNRESTRICTED FUNDING$35,000
WOMENS COMMUNITY JUSTICE ASSOCIATION INC
8 W 126TH STNEW YORKNY10027PCUNRESTRICTED FUNDING$40,000
YOUTH CONTINUUM INC
41 MARNE STREETHAMDENCT06514PCUNRESTRICTED FUNDING$40,000
YOUTH JUSTICE NETWORK INC
63 W 125TH ST 4TH FLOORNEW YORKNY10027PCUNRESTRICTED FUNDING$100,000
YOUTH REPRESENT INC
11 PARK PLACE ROOM 1512NEW YORKNY10007PCUNRESTRICTED FUNDING$75,000
YOUTH REPRESENT INC
11 PARK PLACE ROOM 1512NEW YORKNY10007PCRAISE THE AGE DEFENSE CAMPAIGN$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,936,247TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,989,449ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,829,618ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,599,030ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,948,509ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,366,606ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,366,606TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX SERVICESCategoryTxt
Amt$13,860Amt
Net Investment Income$6,930NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,930DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990PF, PART VII-B LINE 1(A)3 & 4:FormAndLineReferenceDesc
Medium ExplanationTHE ORGANIZATION PAYS COMPENSATION TO ONE OF ITS BOARD MEMBERS, FOR HER DUTIES AS PRESIDENT OF THE ORGANIZATION. IN ADDITION THE ORGANIZATION REIMBURSES THIS BOARD MEMBER FOR ORDINARY AND NECESSARY BUSINESS EXPENSES. THE ORGANIZATION ALSO PAYS COMPENSATION TO THE FAMILY MEMBER OF A BOARD MEMBER FOR SERVICES PROVIDED TO THE ORGANIZATION. THIS MEETS THE DEFINITION OF SELF-DEALING AND AS SUCH, PART VII-B QUESTIONS 1A(3 AND 4) HAVE BEEN ANSWERED YES. HOWEVER, THE PAYMENTS ARE REASONABLE AND NOT EXCESSIVE. THE PAYMENT DOES NOT FAIL TO QUALIFY AS AN EXCEPTION AND THEREFORE PART VII-B QUESTION 1B HAS BEEN ANSWERED NO.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEUTSCHE BANK FIXED INCOME - CORP. BONDS$54,459,764$55,150,580
MERRILL LYCN - TRUST ACCOUNT$18,980,468$19,319,076

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEUTSCHE BANK - EQUITIES$52,134,087$61,372,774
MERRILL LYNCH - CORP STOCK$45,895,098$84,951,195
MERRILL LYNCH- EQUITIES$18,285$20,170

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$82,496,547USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$81,629,850USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CITIBANK OFFSHORE INVESTMENTSAT COST$6,072,788$6,853,748
GOLUB CAPITAL PARTNER OFFSHORE INVESTMENTSAT COST$6,687,500$6,614,446
MERRILL LYNCH TRUST & PIAAT COST$9,459,572$10,491,148
VANGUARD BROKERAGE INVESTMENTS - EQUITY FUNDAT COST$6,048,499$10,646,904
VANGUARD BROKERAGE INVESTMENTS - FIXED INCOMEAT COST$5,563,559$5,073,733

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$60,193LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$60,193DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLIFE INSURANCE POLICIESDesc
BOY Book Value$27,107,125BOYBookValueAmt
EOY Book Value$27,107,125EOYBookValueAmt
EOYFMV$54,585,403EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK ,CR CARD, WIRES, INT., STOCK CHGS$3,989$0$3,989
BOND AMORTIZATION$1,734,981$1,734,981$0
COMMUNICATION EXPENSES$95,493$0$95,493
COMPUTER EXPENSES$187,948$0$187,948
GIFTS$1,448$0$1,448
INSURANCE$898,918$874,730$24,188
MEMBERSHIP DUES$21,819$0$21,819
OFFICE EXPENSES$10,670$0$10,670
PAYROLL PROCESSING FEES$5,746$0$5,746
RECRUITING EXPENSE$90,482$0$90,482
STATE INCORP. FILING FEES$50$0$50
TELEPHONE & INTERNET EXPENSE$24,021$0$24,021
STAFF PROFESSIONAL DEVELOPMENT$4,235$0$4,235
SPECIAL EVENTS$215,044$0$215,044

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CITIBANK$727,694$727,694$727,694
GOLUB CAPITAL PARTNERS$846,226$846,226$846,226
OTHER INCOME$25,110$24,551$25,110

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$94,157Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
PREPAID$79,755$75,686
CREDIT CARDS$1,244$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MERRILL LYNCH INVESTMENT FEES$200,251$200,251$0
FIRST REPUBLIC$42,751$42,751$0
CONSULTANTS$343,051$0$343,051
CITIBANK FEES$209,701$209,701$0
DEUTSCHE BANK INVESTMENT FEES$259,802$259,802$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TAXESCategoryTxt
Amt$50,002Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt