SCHERMAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SCHERMAN FOUNDATION INC (EIN 13-6098464)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202433169349102973
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T20:22:19-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 COMMERCE DRIVE SUITE 301 | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070163618 | 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 | 136098464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHERMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHE | BusinessNameControlTxt |
| Phone | 2128323086 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 EAST 52ND ST 601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100225306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL PRATT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128323086 | PhoneNum |
| Signature | 2024-11-11 | 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 | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 9082726200 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| 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 | $137,817,055 | 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 | $289,498 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $289,498 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,042,126 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,041,546 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,382,232 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,838,803 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,372,858 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,114,846 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,106,344 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,828,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,810,246 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $323,541 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $80,885 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $242,656 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $486,612 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $39,110 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $447,502 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $310,597 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $46,579 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $264,018 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $63,496 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $62,496 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $276,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $144,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $132,250 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $70,907 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $68,942 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $153,073 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $74,073 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $150,159 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $22,519 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $127,640 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $30,047 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,052 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28,995 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $721,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $612,668 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $93,626 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,585,705 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,089,828 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,399,183 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,044,472 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,044,472 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,630,177 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,089,828 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,443,655 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$801,475 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,720,418 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $265,621 | CashBOYAmt |
| Cash EOY | $300,523 | CashEOYAmt |
| Cash EOYFMV | $300,523 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,684,844 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,331,989 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,331,989 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,960,314 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,201,433 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $106,685,353 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,241,517 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $129,983,110 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $108,635,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,834,343 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $137,817,055 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $108,635,818 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $107,834,343 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $108,635,818 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $107,834,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $108,635,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $107,834,343 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $108,635,818 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$801,475 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $107,834,343 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $107,834,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $356,864 | $370,699 | -$13,835 | -$13,835 | |
| VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL | $1,004,773 | $685,302 | $319,471 | $319,471 | P |
| TOUCHSTONE LARGE COMPANY GROWTH INSTITUTIONAL | $2,792,691 | $2,255,663 | $537,028 | $537,028 | P |
| STONERIDGE REINSURANCE RISK PREM INTVL | $9,873 | $10,317 | -$444 | -$444 | P |
| VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL | $3,524,913 | $3,601,874 | -$76,961 | -$76,961 | P |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | $1,040,367 | $1,429,598 | -$389,231 | -$389,231 | P |
| VANGUARD INTERMEDIATE-TERM BOND INDEX ADMIRAL | $7,400,000 | $8,748,398 | -$1,348,398 | -$1,348,398 | P |
| PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS | $2,585,927 | $3,274,760 | -$688,833 | -$688,833 | P |
| JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND | $3,119,747 | $3,143,229 | -$23,482 | -$23,482 | P |
| TWO SIGMA ACTIVE EXTENSION U.S. ALL CAP EQUITY CAYMAN FUND, LTD. | $14,333,858 | $14,333,858 | P | ||
| RESPONSIFUND CORE EQUITY FUND | -$225,622 | -$225,622 | P | ||
| ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD. | $385,697 | $385,697 | P | ||
| ACCOLADE PARTNERS GROWTH I, L.P. | $5,999 | $5,999 | P | ||
| ACCOLADE PARTNERS GROWTH II, L.P. | -$354 | -$354 | P | ||
| ACCOLADE PARTNERS V, L.P. | $105,447 | $105,447 | P | ||
| ACCOLADE PARTNERS VI, L.P. | -$27,470 | -$27,470 | P | ||
| ACCOLADE PARTNERS VII, L.P. | $3,694 | $3,694 | P | ||
| ACCOLADE PARTNERS VIII, L.P. | $2,817 | $2,817 | P | ||
| AETHER REAL ASSETS II, L.P. | $22,239 | $22,239 | P | ||
| AXIOM GLOBAL EQUITY FUND | -$10,045,434 | -$10,045,434 | P | ||
| BENEFIT STREET PARTNERS SPECIAL SITUATIONS FUND (CAYMAN) L.P. | $173,325 | $173,325 | P | ||
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, L.P. | -$42,961 | -$42,961 | P | ||
| GQG PARTNERS GLOBAL EQUITY FUND GQG PARTNERS SERIES LLC | $2,323,482 | $2,323,482 | P | ||
| LL MORTGAGE FUND LP | $21,163 | $21,163 | P | ||
| LL PRIVATE LENDING FUND, LP | $1,788 | $1,788 | P | ||
| MERCED PARTNERS IV, L.P. | $34,041 | $34,041 | P | ||
| RYDER COURT GLOBAL EMERGING MARKETS OPPORTUNITIES FUND (DST) | $248,401 | $248,401 | P | ||
| TWO SIGMA INTERNATIONAL CORE FUND, LP | $10,685 | $10,685 | P | ||
| ACCOLADE EMPOWERMENT FUND II | -$5 | -$5 | P | ||
| WELLINGTON CTF EMERGING MARKETS OPPORTUNITY PORTFOLIO | -$525,383 | -$525,383 | P | ||
| WELLINGTON GLOBAL RESEARCH EQUITY EXTENDED FUND L.P | $359,988 | $359,988 | P | ||
| WELLINGTON CTF GLOBAL IMPACT PORTFOLIO | -$189,584 | -$189,584 | P | ||
| CLEAN ENERGY FUND, LP | $20,564 | $20,564 | P | ||
| MAJ INVEST GLOBAL VALUE EQUITIES FUND LP | -$30,085 | -$30,085 | P | ||
| STEWART INVESTORS GLOBAL EM | $86,605 | $86,605 | P | ||
| REDWOOD GROVE CAPITAL FUND, LP | $1,000 | $1,000 | P | ||
| CAPITAL GAINS DIVIDENDS | $3,648 | $3,648 | $3,648 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,372,858 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $107,314 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $107,314 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $107,314 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $138,013 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $160,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $298,013 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $190,699 | OverpaymentAmt |
| Applied To ES Tax | $190,699 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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.SCHERMAN.ORG | WebsiteAddressTxt |
| Individual With Books | CATHERINE PORTER | IndividualWithBooksNm |
| Phone | 2128323086 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 EAST 52ND ST STE 601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100225306 | 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 | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| ALEXIS ANDERSON-REED | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| IBRAHIM ABDUL-MATIN | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR (DECEASED JUNE 22, 2023) | 2.00 | $0 | $0 | $0 |
| RINI BANERJEE | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR, TREASURER | 2.00 | $0 | $0 | $0 |
| AMY BERGTOLD | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MIRIAM BUHL | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| STEVEN K CHOI | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RASU JILANI | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MILES S RAPOPORT | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARIANNA SCHAFFER | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR, CHAIR | 2.00 | $0 | $0 | $0 |
| DR PETER K SOLLINS | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR, SECRETARY | 2.00 | $0 | $0 | $0 |
| MITCHELL C PRATT | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | PRESIDENT & CEO | 40.00 | $323,541 | $83,467 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| GISELA ALVAREZ | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | PROGRAM DIRECTOR | 40.00 | $190,000 | $31,531 | $0 |
| CATHERINE PORTER | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR OF OPERATIO | 40.00 | $130,368 | $59,989 | $0 |
| NAICHE PARKER | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | PROG. OFFICER/RACIAL | 40.00 | $100,000 | $35,681 | $0 |
| SAMANTHA STERN | ||||||||
| 17 E 52ND ST STE 601 | NEW YORK | NY | 100225307 | GRANTS MANAGER & ADM | 40.00 | $66,244 | $21,406 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT ADVISORY FEES | $144,000 |
| JUSTICE ASSOCIATES LLC | |||||
| 325 CLINTON AVENUE 14C | BROOKLYN | NY | 11205 | DEI CONSULTANTS | $64,500 |
| MARIGOLD STRATEGY | |||||
| 215 SOUTH CHURCH STREET | MOORESTOWN | NJ | 08057 | DEI AND OPERATIONAL CONSULTANTS | $59,850 |
| 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 | $123,907,348 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,106,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $127,014,342 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $127,014,342 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,905,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $125,109,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,255,456 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,255,456 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $107,314 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,063 | IncomeTaxAmt |
| Total Tax | $108,377 | TotalTaxAmt |
| Distributable Before Adj | $6,147,079 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $126 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,147,205 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,147,205 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,443,655 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,443,655 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,147,205 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $948,598 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $948,598 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,443,655 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,147,205 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,296,450 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,245,048 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,245,048 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $948,598 | ExcessFromYear1Amt |
| Excess From Current Year | $2,296,450 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SAMI STERN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 E 52ND ST STE 601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128323086 | RecipientPhoneNum |
| Recipient Email Address | INFO@SCHERMAN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE SEE OUR GRANT GUIDELINES ON OUR WEBSITE - HTTPS://WWW.SCHERMAN.ORG/HOW-TO-APPLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | UNSOLICITED LOIS ACCEPTED DECEMBER - FEBRUARY AND REVIEWED THEREAFTER | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE SEE OUR GRANT GUIDELINES ON OUR WEBSITE - HTTPS://WWW.SCHERMAN.ORG/HOW-TO-APPLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (146 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350ORG | ||||||||
| PO BOX 843004 | BOSTON | MA | 022843004 | N/A | PC | STOP FOSSIL FUEL EXPANSION | $70,000 | |
| ADVOCATES FOR YOUTH | ||||||||
| 1325 G STREET NW SUITE 980 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPORT | $100,000 | |
| ALIGN THE ALLIANCE FOR A GREATER NEW YORK | ||||||||
| 50 BROADWAY 29TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPORT | $250 | |
| ALLIANCE FOR JUSTICE | ||||||||
| 11 DUPONT CIRCLE NW SUITE 500 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPORT | $100,000 | |
| ALLIANCE FOR QUALITY EDUCATION | ||||||||
| 23 ELK STREET | ALBANY | NY | 12207 | N/A | PC | GENERAL OPERATING SUPORT | $155 | |
| ALLIANCE OF FAMILIES FOR JUSTICE | ||||||||
| 8 W 126TH ST FL 3 | NEW YORK | NY | 10027 | N/A | PC | GENERAL OPERATING SUPORT | $25,000 | |
| ALLIANCE OF RESIDENT THEATRENEW YORK | ||||||||
| 520 8TH AVENUE SUITE 3019 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPORT | $358 | |
| ALLIANCE OF RESIDENT THEATRENEW YORK | ||||||||
| 520 8TH AVENUE SUITE 3019 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPORT | $158 | |
| ALTERNATIVES FOR COMMUNITY AND ENVIRONMENT | ||||||||
| 2201 WASHINGTON STREET | ROXBURY | MA | 02119 | N/A | PC | GENERAL OPERATING SUPORT | $60,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | REPRODUCTIVE FREEDOM PROJECT | $40,000 | |
| APPALACHIAN VOICES | ||||||||
| 589 WEST KING STREET | BOONE | NC | 28607 | N/A | PC | GENERAL OPERATING SUPORT | $70,000 | |
| ASIAN PACIFIC ENVIRONMENTAL NETWORK | ||||||||
| 426 17TH STREET SUITE 500 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPORT | $80,000 | |
| ASSOCIATION FOR NEIGHBORHOOD & HOUSING DEVELOPMENT | ||||||||
| 50 BROAD STREET STE 1402 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPORT | $400 | |
| ASSOCIATION FOR NEIGHBORHOOD & HOUSING DEVELOPMENT | ||||||||
| 50 BROAD STREET STE 1402 | NEW YORK | NY | 10004 | N/A | PC | RIGHT TO ROOF | $100,000 | |
| AUBURN THEOLOGICAL SEMINARY | ||||||||
| 475 RIVERSIDE DRIVE SUITE 1800 | NEW YORK | NY | 10015 | N/A | PC | GENERAL OPERATING SUPORT | $5,000 | |
| BAAD BRONX ACADEMY OF ARTS AND DANCE | ||||||||
| 2474 WESTCHESTER AVENUE | BRONX | NY | 10461 | N/A | PC | GENERAL OPERATING SUPORT | $40,000 | |
| BALLET HISPANICO OF NEW YORK | ||||||||
| 167 WEST 89TH STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL OPERATING SUPORT | $50,000 | |
| BRIC | ||||||||
| 647 FULTON ST | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPORT | $60,000 | |
| BVM CAPACITY BUILDING INSTITUTE | ||||||||
| 4751 BEST RD STE 200 | ATLANTA | GA | 30337 | N/A | PC | GENERAL OPERATING SUPORT | $150,000 | |
| CAAAV ORGANIZING ASIAN COMMUNITIES | ||||||||
| 55 HESTER STREET | NEW YORK | NY | 10002 | N/A | PC | GENERAL OPERATING SUPORT | $60,000 | |
| CAVE CANEM FOUNDATION | ||||||||
| 20 JAY STREET SUITE 310-A | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPORT | $50,000 | |
| CENTER FOR CONSTITUTIONAL RIGHTS | ||||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | N/A | PC | GENERAL OPERATING SUPORT | $70,000 | |
| CENTER FOR POPULAR DEMOCRACY | ||||||||
| 449 TROUTMAN ST SUITE A | BROOKLYN | NY | 11237 | N/A | PC | GENERAL OPERATING SUPORT | $50,000 | |
| CENTER FOR TRADITIONAL MUSIC AND DANCE | ||||||||
| 32 BROADWAY SUITE 1314 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPORT | $30,000 | |
| CERES | ||||||||
| 99 CHAUNCY STREET 6TH FL | BOSTON | MA | 02111 | N/A | PC | GENERAL OPERATING SUPORT | $20,000 | |
| CHHAYA COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 37-43 77TH STREET | JACKSON HEIGHTS | NY | 11372 | N/A | PC | GENERAL OPERATING SUPORT | $75,000 | |
| CITY LIMITS | ||||||||
| 8 W 126TH ST 3RD FLOOR | NEW YORK | NY | 10027 | N/A | PC | GENERAL OPERATING SUPORT | $45,000 | |
| CITY LORE | ||||||||
| 56 E FIRST STREET | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPORT | $40,000 | |
| CLASSICAL THEATRE OF HARLEM | ||||||||
| 1850 AMSTERDAM AVENUE | NEW YORK | NY | 10031 | N/A | PC | GENERAL OPERATING SUPORT | $50,000 | |
| CLIMATE JUSTICE ALLIANCE | ||||||||
| PO BOX 10202 | BERKELEY | CA | 94709 | N/A | PC | GENERAL OPERATING SUPORT | $100,000 | |
| CLIMATE JUSTICE ALLIANCE | ||||||||
| PO BOX 10202 | BERKELEY | CA | 94709 | N/A | PC | UNITED FRONTLINE TABLE | $50,000 | |
| COMMUNITY CONNECTIONS FOR YOUTH | ||||||||
| 369 EAST 149TH STREET 7TH FLOOR | BRONX | NY | 10455 | N/A | PC | GENERAL OPERATING SUPORT | $25,000 | |
| COMMUNITY DEVELOPMENT PROJECT INC (DBA TAKEROOT JUSTICE) | ||||||||
| 123 WILLIAM STREET 16TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPORT | $70,000 | |
| COMMUNITY FUNDS INC | ||||||||
| 900 WALT WHITMAN ROAD SUITE 205 | MELVILLE | NY | 11747 | N/A | PC | LONG ISLAND COMMUNITY FOUNDATION GOOD NEIGHBOR INITIATIVE | $80,000 | |
| COMMUNITY VOICES HEARD | ||||||||
| 115 EAST 106TH STREET 3RD FLOOR | NEW YORK | NY | 10029 | N/A | PC | GENERAL OPERATING SUPORT | $70,000 | |
| CONSERVATION LAW FOUNDATION | ||||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | N/A | PC | ENVIRONMENTAL JUSTICE PROGRAM | $40,000 | |
| DANCENYC | ||||||||
| 218 EAST 18TH STREET GROUND FLOOR | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPORT | $50,000 | |
| DIXON PLACE | ||||||||
| 161A CHRYSTIE STREET GROUND FLOOR | NEW YORK | NY | 10002 | N/A | PC | GENERAL OPERATING SUPORT | $20,000 | |
| DIXON PLACE | ||||||||
| 161A CHRYSTIE STREET GROUND FLOOR | NEW YORK | NY | 10002 | N/A | PC | GENERAL OPERATING SUPORT | $250 | |
| DOCUMENTED | ||||||||
| PO BOX 250250 | NEW YORK | NY | 10025 | N/A | PC | GENERAL OPERATING SUPORT | $40,000 | |
| DRUM--DESIS RISING UP & MOVING | ||||||||
| 72-18 ROOSEVELT AVE | JACKSON HEIGHTS | NY | 11372 | N/A | PC | GENERAL OPERATING SUPORT | $50,000 | |
| EL PUENTE | ||||||||
| 211 SOUTH 4TH STREET | NEW YORK | NY | 11217 | N/A | PC | GENERAL OPERATING SUPORT | $80,000 | |
| ELEVATOR REPAIR SERVICE THEATER INC | ||||||||
| 47 GREAT JONES STREET 3RD FLOOR | NEW YORK | NY | 10012 | N/A | PC | GENERAL OPERATING SUPORT | $25,000 | |
| ENVIRONMENTAL ADVOCATES OF NEW YORK | ||||||||
| 353 HAMILTON STREET | ALBANY | NY | 12210 | N/A | PC | GENERAL OPERATING SUPORT | $30,000 | |
| ENVIRONMENTAL ADVOCATES OF NEW YORK | ||||||||
| 353 HAMILTON STREET | ALBANY | NY | 12210 | N/A | PC | GENERAL OPERATING SUPORT | $1,000 | |
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION | ||||||||
| 475 RIVERSIDE DRIVE SUITE 960 | NEW YORK | NY | 10115 | N/A | PC | GENERAL OPERATING SUPORT | $7,661 | |
| ETHEL'S FOUNDATION FOR THE ARTS | ||||||||
| 697 3RD AVENUE 213 | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPORT | $20,000 | |
| FLORIDA RISING (DBA NEW FLORIDA MAJORITY EDUCATION FUND INC) | ||||||||
| 10800 BISCAYNE BLVD STE 1050 | MIAMI | FL | 331617566 | N/A | PC | GENERAL OPERATING SUPORT | $100,000 | |
| FORWARD TOGETHER | ||||||||
| 1423 BROADWAY 1098 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPORT | $50,000 | |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | N/A | PC | RIGHT TO COUNSEL NYC COALITION | $150,000 | FLOOR |
| FUNDERS FOR REPRODUCTIVE EQUITY | ||||||||
| PO BOX 750 | ROCKVILLE | MD | 208480750 | N/A | PC | GENERAL OPERATING SUPORT | $4,000 | |
| GIRLS FOR GENDER EQUITY | ||||||||
| 25 CHAPEL ST | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPORT | $60,000 | |
| GOOD OLD LOWER EAST SIDE | ||||||||
| 169 AVENUE B | NEW YORK | NY | 10009 | N/A | PC | GENERAL OPERATING SUPORT | $90,000 | |
| GRANTMAKERS IN THE ARTS | ||||||||
| 522 COURTLANDT AVENUE 1ST FLOOR | BRONX | NY | 10451 | N/A | PC | GENERAL OPERATING SUPORT | $550 | |
| GREENPEACE FUND | ||||||||
| 1300 EYE STREET NW SUITE 1100 E | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPORT | $75,000 | |
| HARLEM STAGE | ||||||||
| 150 CONVENT AVENUE | NEW YORK | NY | 10034 | N/A | PC | GENERAL OPERATING SUPORT | $50,000 | |
| HARTBEAT ENSEMBLE | ||||||||
| 11 COBBS ROAD | WEST HARTFORD | CT | 06107 | N/A | PC | GENERAL OPERATING SUPORT | $5,000 | |
| HOME FOR CONTEMPORARY THEATRE & ART (DBA HERE) | ||||||||
| 145 SIXTH AVENUE | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPORT | $45,000 | |
| HOME FOR CONTEMPORARY THEATRE & ART (DBA HERE) | ||||||||
| 145 SIXTH AVENUE | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPORT | $250 | |
| IFWHENHOW | ||||||||
| 1714 FRANKLIN ST 100-393 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPORT | $100,000 | |
| IMPACT GUILD INC | ||||||||
| 446 S RODEO DR | BEVERLY HILLS | CA | 90212 | N/A | PC | GENERAL OPERATING SUPORT | $2,500 | |
| IN OUR OWN VOICE NATIONAL BLACK WOMEN'S REPRODUCTIVE JUSTICE | ||||||||
| 601 13TH STREET SUITE 650N | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPORT | $80,000 | |
| INNOCENCE PROJECT | ||||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPORT | $5,000 | |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | ||||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPORT | $5,000 | |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | ||||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPORT | $5,000 | |
| ISSUE ONE | ||||||||
| 1401 K STREET NW | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPORT | $25,000 | |
| JEWS FOR RACIAL AND ECONOMIC JUSTICE | ||||||||
| 330 SEVENTH AVE SUITE 1901 | NEW YORK | NY | 10001 | N/A | PC | THE PEOPLE'S PLAN | $30,000 | |
| JUST VISION INC | ||||||||
| 1835 7TH STREET NW 110 | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATING SUPORT | $2,500 | |
| JUSTICE COMMITTEE INC | ||||||||
| 3440 79TH ST APT 3G | JACKSON HEIGHTS | NY | 11372 | N/A | PC | GENERAL OPERATING SUPORT | $30,000 | |
| KATAL CENTER FOR HEALTH EQUITY AND JUSTICE | ||||||||
| 147 PRINCE ST | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPORT | $25,000 | |
| LA MAMA EXPERIMENTAL THEATRE CLUB INC | ||||||||
| 66 EAST 4TH STREET | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPORT | $1,036 | |
| LABOR NETWORK FOR SUSTAINABILITY | ||||||||
| PO BOX 5780 6909 LAUREL AVE | TAKOMA PARK | MD | 20913 | N/A | PC | GENERAL OPERATING SUPORT | $75,000 | |
| LOCAL PROGRESS IMPACT LAB | ||||||||
| 1200 18TH ST NW SUITE 700 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPORT | $40,000 | |
| MAKE THE ROAD NEW YORK | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | N/A | PC | GENERAL OPERATING SUPORT | $8,160 | |
| MAKE THE ROAD NEW YORK | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | N/A | PC | GENERAL OPERATING SUPORT | $600 | |
| MAKE THE ROAD NEW YORK | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | N/A | PC | GENERAL OPERATING SUPORT | $200 | |
| MANHATTAN GRAPHICS CENTER INC | ||||||||
| 322 3RD AVENUE 5TH FLOOR | BROOKLYN | NY | 11215 | N/A | PC | GENERAL OPERATING SUPORT | $10,000 | |
| MARBLE HILL NURSERY | ||||||||
| 5470 BROADWAY | BRONX | NY | 10463 | N/A | PC | GENERAL OPERATING SUPORT | $5,000 | |
| MICHIGAN VOICES | ||||||||
| 2727 2ND AVENUE SUITE 109 | DETROIT | MI | 48201 | N/A | PC | GENERAL OPERATING SUPORT | $100,000 | |
| NATIONAL LATINA INSTITUTE FOR REPRODUCTIVE HEALTH | ||||||||
| 40 EXCHANGE PLACE SUITE 1300 | NEW YORK | NY | 10005 | N/A | PC | NATIONAL REPRODUCTIVE JUSTICE VOTER MOBILIZATION COLLABORATION | $200,000 | |
| NATIONAL WOMEN'S HEALTH NETWORK | ||||||||
| 1413 K STREET NW SUITE 400 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPORT | $30,000 | |
| NATIONAL WOMEN'S HEALTH NETWORK | ||||||||
| 1413 K STREET NW SUITE 400 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPORT | $30,000 | |
| NEIGHBORHOOD FUNDERS GROUP | ||||||||
| 548 MARKET STREET 96531 | SAN FRANCISCO | CA | 941045401 | N/A | PC | GENERAL OPERATING SUPORT | $3,000 | |
| NEO PHILANTHROPY | ||||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | N/A | PC | NEW YORK CIVIC ENGAGEMENT TABLE | $70,000 | |
| NEO PHILANTHROPY | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | FUNDERS' COMMITTEE FOR CIVIC PARTICIPATION | $6,000 | |
| NEW ECONOMY PROJECT | ||||||||
| 121 W 27TH STREET SUITE 804 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPORT | $75,000 | |
| NEW IMMIGRANT COMMUNITY EMPOWERMENT | ||||||||
| 71-29 ROOSEVELT AVENUE 2ND FLOOR | JACKSON HEIGHTS | NY | 11372 | N/A | PC | GENERAL OPERATING SUPORT | $70,000 | |
| NEW JERSEY ENVIRONMENTAL JUSTICE ALLIANCE | ||||||||
| 45 ACADEMY ST SUITE 205 | NEWARK | NJ | 071022924 | N/A | PC | GENERAL OPERATING SUPORT | $60,000 | |
| NEW YORK CITY ENVIRONMENTAL JUSTICE ALLIANCE | ||||||||
| 462 36TH STREET SUITE 3F | BROOKLYN | NY | 11232 | N/A | PC | CONGESTION PRICING NOW | $10,000 | |
| NEW YORK COMMUNITIES ORGANIZING FUND INC | ||||||||
| 470 VANDERBILT 9TH FL | BROOKLYN | NY | 11238 | N/A | PC | GENERAL OPERATING SUPORT | $75,000 | |
| NEW YORK FOUNDATION FOR THE ARTS | ||||||||
| 29 W 38TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPORT | $50,000 | |
| NEW YORK FOUNDATION | ||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | N/A | PF | NEIGHBORHOODS FIRST FUND | $150,000 | |
| NEW YORK LAWYERS FOR THE PUBLIC INTEREST | ||||||||
| 151 WEST 30TH STREET 11TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | ENVIRONMENTAL JUSTICE PROGRAM | $100,000 | |
| NEW YORK THEATRE WORKSHOP | ||||||||
| 79 EAST 4TH STREET | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPORT | $45,000 | |
| NEW YORKERS FOR CULTURE AND ARTS | ||||||||
| 160 SIXTH AVENUE 2 | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPORT | $50,000 | |
| NONPROFIT NEW YORK | ||||||||
| 320 EAST 43RD STREET 3RD FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPORT | $2,000 | |
| NORTH STAR FUND | ||||||||
| 520 EIGHTH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPORT | $2,500 | |
| NORTHWEST BRONX COMMUNITY AND CLERGY COALITION | ||||||||
| 103 EAST 196TH STREET | BRONX | NY | 10468 | N/A | PC | GENERAL OPERATING SUPORT | $80,000 | |
| NYPIRG FUND | ||||||||
| 9 MURRAY STREET LOWER LEVEL | NEW YORK | NY | 10007 | N/A | PC | GENERAL OPERATING SUPORT | $1,030 | |
| PARENT-TEACHER ASSOCIATION OF PSMS 278 | ||||||||
| 421 WEST 219TH STREET | NEW YORK | NY | 10034 | N/A | PC | GENERAL OPERATING SUPORT | $5,000 | |
| PENNSYLVANIA VOICE | ||||||||
| 123 S BROAD STREET STE 630 | PHILADELPHIA | PA | 19109 | N/A | PC | GENERAL OPERATING SUPORT | $100,000 | |
| PHILANTHROPY NEW YORK | ||||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPORT | $11,800 | |
| PHYSICIANS FOR REPRODUCTIVE HEALTH | ||||||||
| 1430 BROADWAY SUITE 1614 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPORT | $75,000 | |
| POSSIBILITY LABS | ||||||||
| 1410 FRANKLIN STREET 135 | SAN FRANCISCO | CA | 94109 | N/A | PC | JUST ECONOMY INSTITUTE | $5,000 | |
| PRATT INSTITUTE | ||||||||
| 200 WILLOUGHBY AVENUE | BROOKLYN | NY | 11205 | N/A | PC | GENERAL OPERATING SUPORT | $5,000 | |
| PREGNANCY JUSTICE | ||||||||
| 875 6TH AVENUE STE 1807 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPORT | $75,000 | |
| PROGEORGIA STATE TABLE INC | ||||||||
| 151 ELLIS ST NE FL 1 | ATLANTA | GA | 303032437 | N/A | PC | GENERAL OPERATING SUPORT | $100,000 | |
| PROGRESSIVE MULTIPLIER FUND | ||||||||
| 1802 VERNON STREET NW 1122 | WASHINGTON | DC | 20009 | N/A | PC | BUILDING POWER FOR REPRODUCTIVE JUSTICE THROUGH INDEPENDENT REVENUE GENERATION | $250,000 | |
| PROTECT DEMOCRACY | ||||||||
| 2020 PENNSYLVANIA AVENUE NW 163 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING SUPORT | $40,000 | |
| PROTEUS FUND | ||||||||
| 15 RESEARCH DRIVE SUITE B | AMHERST | MA | 01002 | N/A | PC | PIPER FUND: ADVANCING JUDICIAL INDEPENDENCE | $75,000 | |
| PUBLIC POLICY AND EDUCATION FUND | ||||||||
| 94 CENTRAL AVENUE | ALBANY | NY | 12206 | N/A | PC | INVEST IN OUR NEW YORK | $100,000 | |
| RAINFOREST ACTION NETWORK | ||||||||
| 425 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 941083721 | N/A | PC | CLIMATE & ENERGY SUPPORT | $60,000 | |
| RED HOOK INITIATIVE | ||||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | N/A | PC | RED HOOK FARMS | $50,000 | |
| REWIRENEWS | ||||||||
| 1765 GREENSBORO STATION PLACE 900 | MCLEAN | VA | 22102 | N/A | PC | GENERAL OPERATING SUPORT | $75,000 | |
| RHIA VENTURES | ||||||||
| 47 KEARNEY STREET SUITE 600 | SAN FRANCISCO | CA | 94108 | N/A | PC | GENERAL OPERATING SUPORT | $10,000 | |
| RHIA VENTURES | ||||||||
| 47 KEARNEY STREET SUITE 600 | SAN FRANCISCO | CA | 94108 | N/A | PC | GENERAL OPERATING SUPORT | $5,000 | |
| RIDERS ALLIANCE | ||||||||
| 150 BROADWAY SUITE 1005 | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPORT | $70,000 | |
| RIDERS ALLIANCE | ||||||||
| 150 BROADWAY SUITE 1005 | NEW YORK | NY | 10038 | N/A | PC | CONGESTION PRICING NOW | $10,000 | |
| SEPA MUJER INC | ||||||||
| 110 N OCEAN AVENUE | PATCHOGUE | NY | 11772 | N/A | PC | GENERAL OPERATING SUPORT | $70,000 | |
| SIGNATURE THEATRE COMPANY INC | ||||||||
| 480 WEST 42ND STREET | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING SUPORT | $20,000 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||||
| 6918 WEST BROWN DEERK ROAD | MILWAUKEE | WI | 53223 | N/A | PC | AFRICAN AMERICAN ROUNDTABLE | $10,000 | |
| SOCRATES SCULPTURE PARK | ||||||||
| 32-01 VERNON BOULEVARD | QUEENS | NY | 11106 | N/A | PC | GENERAL OPERATING SUPORT | $1,029 | |
| SOHO REPERTORY THEATRE | ||||||||
| 401 BROADWAY SUITE 300 | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPORT | $40,000 | |
| ST ANN'S WAREHOUSE | ||||||||
| 45 WATER STREET | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPORT | $50,000 | |
| STATE VOICES | ||||||||
| 1616 P STREET NW SUITE 220 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPORT | $150,000 | |
| SUNRISE MOVEMENT EDUCATION FUND | ||||||||
| 712 H STREET NE UNIT 626 | WASHINGTON | DC | 20002 | N/A | PC | GENERAL OPERATING SUPORT / GND FUTURES FELLOWSHIP | $80,000 | |
| THE CLIMATE AND CLEAN ENERGY EQUITY FUND | ||||||||
| OPEN GOV HUB CCEEF | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPORT | $225,000 | |
| THE CRANE INSTITUTE OF SUSTAINABILITY INC | ||||||||
| 13 ELM ST | MANCHESTER | MA | 019441314 | N/A | PC | INTENTIONAL ENDOWMENTS NETWORK | $1,250 | |
| THE FLEA THEATER | ||||||||
| 45 PINEHURST AVE APT 46 | NEW YORK | NY | 10033 | N/A | PC | GENERAL OPERATING SUPORT | $50,000 | |
| THE FLEA THEATER | ||||||||
| 45 PINEHURST AVE APT 46 | NEW YORK | NY | 10033 | N/A | PC | GENERAL OPERATING SUPORT | $535 | |
| THE NEW YORK COMMUNITY TRUST | ||||||||
| 909 THIRD AVENUE 22ND FLOOR | NEW YORK | NY | 10022 | N/A | PC | NYC VOTER TURNOUT FUND | $100,000 | |
| THE NEW YORK SHAKESPEARE FESTIVAL (DBA THE PUBLIC THEATER) | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPORT | $20,000 | |
| THE NEW YORK SHAKESPEARE FESTIVAL (DBA THE PUBLIC THEATER) | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPORT | $2,500 | |
| THE PERFMANCE ZONE INC (DBA THE FIELD) | ||||||||
| 225 WEST 34TH STREET FLOOR 9 | NEW YORK | NY | 10122 | N/A | PC | GENERAL OPERATING SUPORT | $20,000 | |
| THE W O W PROJECT INC | ||||||||
| 26 MOTT ST | NEW YORK | NY | 100135220 | N/A | PC | GENERAL OPERATING SUPORT | $40,000 | |
| THEATER LABRADOR INC (DBA NEW GEORGES) | ||||||||
| 222 BROADWAY 19TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPORT | $300 | |
| THIRD SECTOR NEW ENGLAND INC | ||||||||
| 365 BROADWAY | BROOKLYN | NY | 11211 | N/A | PC | WORKER'S JUSTICE PROJECT | $25,000 | |
| TRANSPORTATION ALTERNATIVES | ||||||||
| 111 JOHN STREET SUITE 260 | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPORT | $30,000 | |
| TRI-STATE TRANSPORTATION CAMPAIGN | ||||||||
| 231 W 29TH STREET 904 | NEW YORK | NY | 10001 | N/A | PC | CONGESTION PRICING NOW | $10,000 | |
| TRI-STATE TRANSPORTATION CAMPAIGN | ||||||||
| 231 W 29TH STREET 904 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPORT | $80,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQUARE 6TH FLOOR | CAMBRIDGE | MA | 02138 | N/A | PC | ADVANCING JUST CLIMATE RESILIENCE THROUGH POLICY ACTION AND COUNTERING DISINFORMATION | $30,000 | |
| UNITED WAY OF NYC | ||||||||
| 205 EAST 42ND STREET 12TH FLOOR | NEW YORK CITY | NY | 10017 | N/A | PC | CHANGE CAPITAL FUND | $125,000 | |
| UNITED WAY OF NYC | ||||||||
| 205 EAST 42ND STREET 12TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | CHANGE CAPITAL FUND TO SUPPORT COMMUNITY OWNERSHIP | $100,000 | |
| UPROSE | ||||||||
| 462 36TH STREET SUITE 3A | BROOKLYN | NY | 11232 | N/A | PC | GENERAL OPERATING SUPORT | $80,000 | |
| VOICES OF COMMUNITY ACTIVISTS AND LEADERS INC | ||||||||
| 300 DOUGLASS STREET | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPORT | $70,000 | |
| YOUNG PEOPLES CHORUS OF NEW YORK CITY | ||||||||
| 37 WEST 65TH STREET 2ND FLOOR | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING SUPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,044,472 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROOKLYN ACADEMY OF MUSIC INC | |||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPORT | $2,500 |
| NEW VOICES FOR REPRODUCTIVE JUSTICE | |||||||
| 5987 BROAD STREET SUITE 205 | PITTSBURGH | PA | 15206 | N/A | PC | GENERAL OPERATING SUPORT | $30,000 |
| NORTH STAR FUND | |||||||
| 520 EIGHTH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | N/A | PC | COMMUNITIES UNITED FOR POLICE REFORM | $50,000 |
| NORTH STAR FUND | |||||||
| 520 EIGHTH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | N/A | PC | LET US BREATHE FUND | $100,000 |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 365 BROADWAY | BROOKLYN | NY | 11211 | N/A | PC | WORKER'S JUSTICE PROJECT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $207,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $289,498 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $580 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,041,546 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,388 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,106,297 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,374 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,372,858 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| SECURITY LITIGATION PROCEEDS | 01 | $35 |
| GRANT RESCINDED | 01 | $126 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $18,342 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,810,360 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,828,702 | 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 |
|---|---|---|---|
| FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION | $34,750 | $0 | $33,750 |
| OTHER ACCOUNTING SERVICES | $28,746 | $0 | $28,746 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK FOUNDATION | ||||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | 2022-12-07 | $150,000 | ENGAGE NY/RACIAL EQUITY POOLED FUND | $75,000 | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAVE BEEN NO DIVERSIONS | 10/30/24 | N/A |
| NEW YORK FOUNDATION | ||||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | 2023-05-19 | $150,000 | NEIGHBORHOODS FIRST FUND | $150,000 | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAVE BEEN NO DIVERSIONS | 10/24/24 | N/A |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (70 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1ST SOURCE CORP - 850 SHRS | $38,930 | $46,708 |
| ACUITY BRANDS INC - 400 SHRS | $65,920 | $81,932 |
| APPLIED INDL TECHNOLOGIES INC - 747 SHRS | $117,320 | $128,999 |
| APTAR GROUP INC - 950 SHRS | $126,203 | $117,439 |
| ATRION CORPORATION - 75 SHRS | $35,100 | $28,409 |
| BADGER METER INC - 475 SHRS | $79,882 | $73,326 |
| CABLE ONE INC - 125 SHRS | $78,579 | $69,574 |
| CACTUS INC A - 2600 SHRS | $144,244 | $118,040 |
| CATHAY GENERAL BANCORP - 1,900 SHRS | $69,650 | $84,683 |
| CAVCO INDUSTRIAL INC - 252 SHRS | $72,253 | $87,348 |
| CENTRAL GARDEN AND PET CO A - 1,044 SHRS | $42,795 | $45,978 |
| CHEMED CORP - 191 SHRS | $98,130 | $111,687 |
| CHOICE HOTELS INTL INC - 725 SHRS | $92,596 | $82,143 |
| COHEN STEERS INC - 1,200 SHRS | $78,495 | $90,876 |
| COLUMBIA SPORTSWEAR CO - 1,525 SHRS | $113,216 | $121,299 |
| COMFORT SYS USA INC - 375 SHRS | $69,834 | $77,126 |
| COMMERCE BANCSHARES INC - 1,271.550 SHRS | $58,386 | $67,913 |
| CONSUMER DISCRETIONARY CARTERS INC - 1,300 SHRS | $92,478 | $97,357 |
| CORCEPT THERAPEUTICS INC - 3,775 SHRS | $125,367 | $122,612 |
| CORE LABORATORIES INC COM - 2,425 SHRS | $60,405 | $42,825 |
| CORVEL CORP - 550 SHRS | $114,373 | $135,965 |
| CSG SYS INTL INC - 1,600 SHRS | $87,871 | $85,136 |
| DONALDSON CO INC - 1,875 SHRS | $121,161 | $122,531 |
| DONNELLEY FINANCIAL SOLUTIONS INC - 1,359 SHRS | $72,631 | $84,761 |
| EVERCORE INC - 575 SHRS | $81,544 | $98,354 |
| EXLSERVICE HOLDINGS INC - 4,075 SHRS | $119,501 | $125,714 |
| FLOWERS FOODS INC COM - 5,442 SHRS | $124,400 | $122,499 |
| FORWARD AIR CORP - 575 SHRS | $41,040 | $36,150 |
| FRANKLIN ELEC INC - 925 SHRS | $90,038 | $89,401 |
| GERMAN AMERICAN BANCORP - 95 SHRS | $2,787 | $3,079 |
| GLOBUS MED INC A - 1,475 SHRS | $79,661 | $78,603 |
| HAEMONETICS CORP MASS COM - 1,400 SHRS | $125,993 | $119,714 |
| HANOVER INS GROUP INC - 725 SHRS | $78,638 | $88,029 |
| HELMERICH PAYNE INC - 3,000 SHRS | $125,575 | $108,660 |
| ICU MEDICAL INC - 525 SHRS | $76,311 | $52,364 |
| IDACORP INC - 775 SHRS | $74,360 | $76,198 |
| INDEPENDENT BK CORP MASS - 990 SHRS | $57,320 | $65,152 |
| INMODE LTD - 2,835 SHRS. | $55,208 | $63,050 |
| INSPERITY INC - 450 SHRS | $45,917 | $52,749 |
| INTERDIGITAL INC - 1,225 SHRS | $105,305 | $132,961 |
| INTERNATIONAL BANCSHARES CORP - 1,506 SHRS | $71,360 | $81,806 |
| JONES LANG LASALLE INC - 640 SHRS | $103,599 | $120,877 |
| LAKELAND FINANCIAL CORP - 650 SHRS | $34,485 | $42,354 |
| LANCASTER COLONY CORP - 612 SHRS | $101,823 | $101,831 |
| LANDSTAR SYS INC - 450 SHRS | $87,255 | $87,143 |
| LITTELFUSE INC - 454 SHRS | $118,561 | $121,472 |
| MEDPACE HLDGS INC - 475 SHRS | $129,761 | $145,602 |
| MINERALS TECHNOLOGIES INC - 1,250 SHRS | $77,994 | $89,137 |
| MSC INDL DIRECT CO INC CL A - 1,025 SHRS | $104,432 | $103,792 |
| ONE GAS INC - 925 SHRS | $67,393 | $58,941 |
| PHYSICIANS REALTY TRUST - 5,500 SHRS | $75,959 | $73,205 |
| PLEXUS CORP - 775 SHRS | $79,149 | $83,801 |
| POWER INTEGRATIONS INC - 1,575 SHRS | $134,690 | $129,323 |
| PROGRESS SOFTWARE CORP - 1,900 SHRS | $115,770 | $103,170 |
| QUALYS INC - 696 SHRS | $108,788 | $136,611 |
| SELECTIVE INS GROUP INC - 1,175 SHRS | $118,376 | $116,889 |
| SENSIENT TECHNOLOGIES CORP - 1,075 SHRS | $66,795 | $70,950 |
| SHUTTERSTOCK INC - 1,150 SHRS | $48,340 | $55,522 |
| SILGAN HLDGS INC - 2,100 SHRS | $94,604 | $95,025 |
| SPROUTS FARMERS MARKETS INC - 2,850 SHRS | $111,866 | $137,114 |
| STAG INDUSTRIAL INC - 3,250 SHRS | $119,982 | $127,595 |
| TERADATA CORP - 2,475 SHRS | $114,141 | $107,687 |
| TEXAS ROADHOUSE INC - 1,025 SHRS | $104,751 | $125,286 |
| TOMPKINS FINANCIAL CORPORATION - 325 SHRS | $17,015 | $19,574 |
| U S PHYSICAL THERAPY INC - 1,050 SHRS | $105,392 | $97,797 |
| UMB FINL CORP - 714 SHRS | $46,309 | $59,655 |
| UNIFIRST CORP MASS - 400 SHRS | $71,644 | $73,164 |
| UNITIL CORP - 800 SHRS | $39,391 | $42,056 |
| VALMONT INDS INC - 225 SHRS | $57,365 | $52,540 |
| WATTS WATER TECHNOLOGIES CL A - 500 SHRS | $93,907 | $104,170 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (33 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCOLADE EMPOWERMENT FUND II, LP | AT COST | $122,971 | $117,827 |
| ACCOLADE PARTNERS GROWTH I, L.P. | AT COST | $701,496 | $1,238,400 |
| ACCOLADE PARTNERS GROWTH II, L.P. | AT COST | $239,951 | $257,092 |
| ACCOLADE PARTNERS V, L.P. | AT COST | $1,114,860 | $2,494,670 |
| ACCOLADE PARTNERS VI, L.P. | AT COST | $883,980 | $1,709,884 |
| ACCOLADE PARTNERS VII, L.P. | AT COST | $831,119 | $1,382,296 |
| ACCOLADE PARTNERS VIII, L.P. | AT COST | $607,500 | $686,660 |
| AETHER REAL ASSETS II, L.P. | AT COST | $722,993 | $430,989 |
| ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD. | AT COST | $0 | $1,112,338 |
| BENEFIT STREET PARTNERS | AT COST | $0 | $630,283 |
| BOSTON COMMON ESG IMPACT INTERNATIONAL - 212,306.369 SHRS | AT COST | $6,152,736 | $6,668,543 |
| BROWN ADVISORY SUSTAINABLE GROWTH INSTIT - 100,944.385 SHRS | AT COST | $4,000,518 | $4,855,425 |
| CLEAN ENERGY FUND LP | AT COST | $6,017,776 | $6,177,619 |
| COATUE GROWTH V OFFSHORE FEEDER FUND LP | AT COST | $1,210,300 | $902,050 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, L.P. | AT COST | $7,287,083 | $7,211,445 |
| DOUBLELINE MORTGAGE OPPORTUNITIES | AT COST | $111,101 | $540,892 |
| ELLIOTT INTERNATIONAL LIMITED | AT COST | $1,006,704 | $6,231,379 |
| GENERATION IM FUND PLC | AT COST | $2,015,659 | $14,447,840 |
| GMO CLIMATE CHANGE FUND III - 220,039.043 SHRS | AT COST | $4,551,705 | $5,448,167 |
| IMPACT AMERICA FUND III, LP | AT COST | $55,719 | $52,652 |
| LL MORTGAGE FUND, L.P. | AT COST | $3,936,571 | $3,796,560 |
| LL PRIVATE LENDING FUND, L.P. | AT COST | $2,603,835 | $2,600,246 |
| MAJ INVEST GLOBAL VALUE EQUITIES FUND, LP | AT COST | $5,992,681 | $6,888,573 |
| MERCED PARTNERS IV, L.P. | AT COST | $78,548 | $188,427 |
| REDWOOD GROVE CAPITAL FUND, LP | AT COST | $6,027,192 | $5,972,803 |
| RESPONSIFUND CORE EQUITY FUND - 63,717.30 SHRS. | AT COST | $6,265,870 | $6,541,261 |
| ROSE AFFORDABLE HOUSING PERSERVATION FUND IV REIT, L.P. | AT COST | $1,214,353 | $2,872,942 |
| ROSE AFFORDABLE HOUSING PERSERVATION FUND V REIT, L.P. | AT COST | $1,244,106 | $1,121,265 |
| STEWART INVESTORS GLOBAL EMERGING MARKETS SUSTAINABILITY LEADERS FUND | AT COST | $5,093,510 | $5,235,092 |
| THE CHILDREN'S INVESTMENT FUND | AT COST | $6,000,000 | $6,739,800 |
| TRUE GREEN CAPITAL LEVERAGED FEEDER FUND III, L.P | AT COST | $214,076 | $758,206 |
| VANGUARD INTERMEDIATE-TERM BOND INDEX ADMIRAL-1,661,904.84 SHARES | AT COST | $17,080,819 | $17,217,334 |
| WELLINGTON CTF GLOBAL IMPACT | AT COST | $6,855,785 | $7,454,150 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER AND WEBSITE | $24,522 | $3,677 | $20,845 |
| DUES AND PUBLICATIONS | $1,196 | $468 | $728 |
| EQUIPMENT RENTAL | $1,949 | $292 | $1,657 |
| FILING FEES | $1,500 | $0 | $1,500 |
| INSURANCE | $11,119 | $1,667 | $9,452 |
| OFFICE EXPENSE | $5,766 | $289 | $5,477 |
| OTHER EXPENSES | $53,967 | $0 | $53,967 |
| OTHER EXPENSES THRU SCHEDULE K-1'S | $620,068 | $605,339 | $0 |
| OTHER INVESTMENT EXPENSES | $936 | $936 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INCOME THRU SCHEDULE K-1'S | $1,114,685 | $1,106,309 | $1,114,685 |
| SECURITY LITIGATION PROCEEDS | $35 | $35 | $35 |
| GRANT RESCINDED | $126 | $126 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BRANDING AND MARKETING CONSULTANT | $700 | $0 | $700 |
| DEI AND OPERATIONAL CONSULTING | $124,350 | $0 | $124,350 |
| INVESTMENT ADVISORY | $144,000 | $144,000 | $0 |
| STRATEGIC CONSULTING | $7,200 | $0 | $7,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $39,000 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $74,073 | $74,073 | $0 |
| UNRELATED BUSINESS INCOME TAX | $40,000 | $0 | $0 |