OVERBROOK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OVERBROOK FOUNDATION (EIN 13-6088860)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349101323
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T05:44:59-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 Hamilton Avenue 11th floor | AddressLine1Txt |
| City | White Plains | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | 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 | 136088860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OVERBROOK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OVER | BusinessNameControlTxt |
| Phone | 3322403033 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET 565 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC WEINGARTNER | PersonNm |
| Person Title | PRES./CEO | PersonTitleTxt |
| Phone | 2126039996 | 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 | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Preparation | 2024-11-12 | 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 | $201,495,759 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,245 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,328,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,349,001 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,970,060 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,000,862 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,970,060 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,090,683 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,087,396 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,210,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,231,665 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $844,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $186,756 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $965,613 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $460,721 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $36,354 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $424,367 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $418,518 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $53,794 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $355,207 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $45,702 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $33,134 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,113 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $57,636 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,818 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,318 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,207,899 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,774,301 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $633,598 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $288,044 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $288,044 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,639 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,338 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $47,254 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $7,088 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $226,654 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $33,998 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $212,521 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $25,748 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,087 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $232,663 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $231,556 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,879,478 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,454,625 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,850,380 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,982,524 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,226,643 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,862,002 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,454,625 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,077,023 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,651,855 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $777,040 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,375,201 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,012,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,012,178 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $175,651 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $229,992 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $229,992 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $80,494,235 | CorporateStockBOYAmt |
| Corporate Stock EOY | $108,158,592 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $108,158,592 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $81,991,843 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $89,475,977 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $89,475,977 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $462,405 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $380,693 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $128,966 | LandBOYAmt |
| Land EOY | $81,712 | LandEOYAmt |
| Land EOYFMV | $81,712 | LandEOYFMVAmt |
| Other Assets BOY | $691,563 | OtherAssetsBOYAmt |
| Other Assets EOY | $537,308 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $537,308 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $181,857,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $201,495,759 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $201,495,759 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $660,919 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $198,187 | AccountsPayableEOYAmt |
| Grants Payable BOY | $375,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,130,881 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,016,592 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,198,052 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,052,511 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,527,120 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $179,804,948 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $197,968,639 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $179,804,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $197,968,639 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $181,857,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $201,495,759 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $179,804,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,651,855 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,815,546 | OtherIncreasesAmt |
| Subtotal | $197,968,639 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $197,968,639 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $48,653,937 | $46,685,067 | $1,968,870 | $1,968,870 |
| PRIVATE PLACEMENTS | P | $278,680 | $278,680 | $278,680 | |
| HEDGE FUNDS | P | $319,604 | -$319,604 | -$319,604 | |
| VENTURE CAPITAL FUNDS | P | $25,699 | -$25,699 | -$25,699 | |
| PRIVATE EQUITY | P | $68,245 | $68,245 | $68,245 | |
| CURRENCY GAIN | P | $432 | -$432 | -$432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,970,060 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,801 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,801 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,801 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $111,071 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $111,071 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $100,270 | OverpaymentAmt |
| Applied To ES Tax | $100,270 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OVERBROOK.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126039996 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET 565 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | 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 (17 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| OLIVIA KOOYMAN | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR (BEG 11/23) | 1.00 | $0 | $0 | $0 |
| ARTHUR ALTSCHUL JR | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | V-CHAIR/TREASURER | 1.00 | $0 | $0 | $0 |
| EMILY ALTSCHUL-MILLER | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN ALTSCHUL | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLYN COLE | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JOYCE FENSTERSTOCK | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | CHAIR | 10.00 | $0 | $0 | $0 |
| JULIE GRAHAM | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | V-CHAIR/SECRETARY | 1.00 | $0 | $0 | $0 |
| KATHYRN C GRAHAM | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT GRAHAM JR | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR EMERITUS | 1.00 | $0 | $0 | $0 |
| AARON LABAREE | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR (THRU 6/23) | 1.00 | $0 | $0 | $0 |
| ROBERT LABAREE | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HELEN LANG | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH LINDEMANN | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ISAIAH OROZCO | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLES ALTSCHUL | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 40.00 | $0 | $0 | $0 |
| NOAH LEFF | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | CFAO | 40.00 | $359,000 | $80,192 | $0 |
| ERIC WEINGARTNER | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | PRESIDENT & CEO | 40.00 | $485,000 | $94,501 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| NIKOLE NEILON | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | GRANTS MANAGER | 40.00 | $132,250 | $52,356 | $0 |
| SARAH BARNABY | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | SR PROGRAM ASSOCIATE | 40.00 | $94,443 | $34,207 | $0 |
| RISA KAUFMAN | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | PROGRAM DIRECTOR | 40.00 | $85,135 | $22,667 | $0 |
| JESSICA MOWLES | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | PROGRAM OFFICER | 40.00 | $83,055 | $18,876 | $0 |
| COURTNEY DOBBS | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | PROGRAM ASSISTANT | 40.00 | $65,838 | $24,568 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OVERBROOK MANAGEMENT CORPORATION | |||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | INVESTMENT MANAGEMENT | $1,242,209 |
| JUSTCHANGE LLC | |||||
| 262 CENTRAL PARK WEST | NEW YORK | NY | 10024 | ENV GRANTMAKING ADVISORY | $418,000 |
| GREENHAVEN ASSOCIATES INC | |||||
| 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | INVESTMENT MANAGEMENT | $228,526 |
| NEPC LLC | |||||
| 255 STATE STREET | BOSTON | MA | 02109 | INVESTMENT CONSULTING | $118,208 |
| DSM CAPITAL PARTNERS | |||||
| 7111 FAIRWAY DRIVE | PALM BEACH GARDENS | FL | 33418 | INVESTMENT MANAGEMENT | $114,300 |
| 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 | $178,269,682 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,135,922 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $378,706 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $188,784,310 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $188,784,310 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,831,765 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $185,952,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,297,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,297,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,801 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,801 | TotalTaxAmt |
| Distributable Before Adj | $9,286,826 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,286,826 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,286,826 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,077,023 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,077,023 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,286,826 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,270,258 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,479,348 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,324,254 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,347,916 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,421,776 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,077,023 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,286,826 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $790,197 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,211,973 | 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 | $1,270,258 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,941,715 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,479,348 | ExcessFromYear4Amt |
| Excess From Year3 | $2,324,254 | ExcessFromYear3Amt |
| Excess From Year1 | $2,347,916 | ExcessFromYear1Amt |
| Excess From Current Year | $790,197 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (125 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 350org | ||||||||||||
| PO Box 843004 | Boston | MA | 022843004 | PC | General Operating Support | $50,000 | ||||||
| A Better Balance | ||||||||||||
| 250 West 55th Street 17th floor | New York | NY | 10019 | PC | General Operating Support | $1,030 | ||||||
| Abortion Care Network | ||||||||||||
| 1300 I Street NW Suite 400E | Washington | DC | 20005 | PC | General Operating Support | $100,000 | ||||||
| Amazon Conservation Association | ||||||||||||
| 1012 14th St NW 625 | Washington | DC | 20005 | PC | Technology Meets Policy: Expanding Real-time Monitoring and Action in Colombia | $75,000 | ||||||
| Amazon Conservation Team | ||||||||||||
| 101 Park Washington Ct | Falls Church | VA | 22046 | PC | Safeguarding Forests of Isolated Tribes and Restoring Ecosystems | $35,000 | ||||||
| Amazon Conservation Team | ||||||||||||
| 101 Park Washington Ct | Falls Church | VA | 22046 | PC | General Operating Support | $1,000 | ||||||
| Amazon Watch | ||||||||||||
| 520 3rd Street Suite 108 | Oakland | CA | 94607 | PC | General Operating Support | $40,000 | ||||||
| America Votes | ||||||||||||
| 1828 L Street NW | Washington | DC | 20036 | PC | Non-Partisan Voter Protection and Education in Wisconsin | $50,000 | ||||||
| Amigos of Costa Rica Inc | ||||||||||||
| PO Box 748 | West Chester | PA | 19381 | PC | Raising Coral Costa Rica | $30,000 | ||||||
| As You Sow Foundation | ||||||||||||
| 2020 Milvia St Suite 500 | Berkeley | CA | 94704 | PC | Shareholder Action on Ocean Plastics, Consumer Packaging, Petrochemicals | $75,000 | ||||||
| Asociacion de Comunidades Forestales de Peten - ACOFOP | ||||||||||||
| NC | Mayan Biosphere Reserve in Guatemala | $40,000 | Tercera Avenida Cuarta Calle | Santa Elena | GT | 17029 | ||||||
| Big Reuse | ||||||||||||
| 1 12th Street | Brooklyn | NY | 11215 | PC | General Operating Support | $5,000 | ||||||
| Billion Oyster Project | ||||||||||||
| 10 South Street | New York | NY | 10004 | PC | General Operating Support | $100,000 | ||||||
| Black Farmer Fund | ||||||||||||
| 228 Park Avenue South | New York | NY | 10003 | PC | General Operating Support | $5,000 | ||||||
| Boca West Childrens Foundation | ||||||||||||
| PO Box 3070 | Boca Raton | FL | 33431 | PC | Diaper Drive | $500 | ||||||
| Bold Futures NM | ||||||||||||
| 4263 Montgomery Blvd NE Ste I-140 | Albuquerque | NM | 87109 | PC | General Operating Support | $75,000 | ||||||
| Boston Food Forest Coalition | ||||||||||||
| 76 Weld Hill Street | Jamaica Plain | MA | 02130 | PC | General Operating Support | $5,000 | ||||||
| Brennan Center for Justice | ||||||||||||
| 120 Broadway Suite 1750 | New York | NY | 10271 | PC | Safeguarding Election Infrastructure and Integrity | $75,000 | ||||||
| Building Equity & Alignment for Impact | ||||||||||||
| 23564 Calabasas Road Suite 201 | Calabasas | CA | 91302 | PC | General Operating Support | $50,000 | ||||||
| Center for Biological Diversity | ||||||||||||
| PO Box 710 | Tucson | AZ | 857020710 | PC | General Operating Support | $60,000 | ||||||
| Civic Nation | ||||||||||||
| 1156 15th St NW Suite 1000 | Washington | DC | 20005 | PC | Enrollment & Civic Participation Project | $100,000 | ||||||
| Climate Justice Alliance | ||||||||||||
| 1960A University Ave | Berkeley | CA | 94704 | PC | General Operating Support | $50,000 | ||||||
| COLOR | ||||||||||||
| PO Box 40991 | Denver | CO | 80204 | PC | General Operating Support | $75,000 | ||||||
| Coming Clean Inc | ||||||||||||
| 28 Vernon St Suite 434 | Brattleboro | VT | 05301 | PC | Dollar Store Campaign | $60,000 | ||||||
| Community Funds Inc | ||||||||||||
| 909 Third Avenue | New York | NY | 10022 | PC | Funding of Donor Advised Funds | $1,667,496 | ||||||
| Council on Foreign Relations | ||||||||||||
| 58 East 68th Street | New York | NY | 10021 | PC | Annual Fund | $516 | ||||||
| Creative Visions Foundation | ||||||||||||
| 18820 Pacific Coast Highway Suite | Malibu | CA | 90265 | PC | General Operating Support | $2,000 | 201 | |||||
| Delta Institute | ||||||||||||
| 35 E Wacker Ste 1760 | Chicago | IL | 60601 | PC | General Operating Support | $5,000 | ||||||
| Dream | ||||||||||||
| 1991 Second Ave | New York | NY | 10029 | PC | General Overbrook Foundation | $516 | ||||||
| Earthworks | ||||||||||||
| 1612 K Street NW Ste 904 | Washington | DC | 20006 | PC | General Operating Support | $40,000 | ||||||
| Environment America Research and Policy Center Inc | ||||||||||||
| 1543 Wazee Street Suite 410 | Denver | CO | 80202 | PC | Moving America away from Gas-Powered Lawn Equipment | $200,000 | ||||||
| Environmental Defender Law Center | ||||||||||||
| 1920 42nd Ave SW | Seattle | WA | 98116 | PC | General Operating Support | $65,000 | ||||||
| Environmental Investigation Agency | ||||||||||||
| PO BOX 53343 | Washington | DC | 20009 | PC | General Support | $70,000 | ||||||
| Farnsworth Art Museum | ||||||||||||
| 16 Museum Street | Rockland | ME | 04841 | PC | General Operating Support | $12,500 | ||||||
| Food Tank | ||||||||||||
| 1915 Bank Street | Baltimore | MD | 21231 | PC | General Operating Support | $60,000 | ||||||
| Food Tank | ||||||||||||
| 1915 Bank Street | Baltimore | MD | 21231 | PC | Health And Climate Initiative | $25,000 | ||||||
| Foundation Against Intolerance and Racism | ||||||||||||
| 1178 Broadway 3rd Floor 3668 | New York | NY | 10001 | PC | General Operating Support | $15,000 | ||||||
| Free Election Fund a project of Hopewell Fund | ||||||||||||
| 1828 L Street NW Ste 300-D | Washington | DC | 20036 | PC | Free Election Fund | $100,000 | ||||||
| Fund for Global Human Rights | ||||||||||||
| 1301 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | Holistic Security for Activists and organizations in Mesoamerica | $50,000 | 500 | |||||
| Funders Committee for Civic Participation | ||||||||||||
| 45 W 36th St 6th Floor | New York | NY | 10018 | PC | Annual Membership | $5,000 | ||||||
| Funders for LGBTQ Issues | ||||||||||||
| 45 West 36th Street 8th Floor | New York | NY | 10018 | PC | Annual Membership | $7,500 | ||||||
| Global Alliance for Incinerator Alternatives - GAIA | ||||||||||||
| 1958 University Avenue | Berkeley | CA | 94704 | PC | General Operating Support | $50,000 | ||||||
| Global Greengrants Fund | ||||||||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 80302 | PC | Environmental Defenders Collaborative | $85,000 | ||||||
| Greenpeace Fund Inc | ||||||||||||
| 1300 Eye Street NW Suite 1100 E | Washington | DC | 20005 | PC | Oceans Campaign | $15,000 | ||||||
| GreenWave Organization Corp | ||||||||||||
| 315 Front Street | New Haven | CT | 06513 | PC | General Operating Support | $100,000 | ||||||
| Grist Magazine Inc | ||||||||||||
| 1501 E Madison Street | Seattle | WA | 98122 | PC | General Operating Support | $50,000 | ||||||
| Healthcare Across Borders | ||||||||||||
| 14435 C Big Basin Way 106 | Saratoga | CA | 95070 | PC | General Operating Support | $30,000 | ||||||
| Humane Society of the United States | ||||||||||||
| 1255 23rd Street NW Suite 450 | Washington | DC | 20037 | PC | General Operating Support | $5,000 | ||||||
| International Community Foundation | ||||||||||||
| 2505 N Avenue | National City | CA | 91950 | PC | Grupo Ecologico Sierra Gorda, I.A.P | $31,800 | ||||||
| Ironbound Community Corporation | ||||||||||||
| 317 Elm St | Newark | NJ | 07105 | PC | Environmental Justice for Ironbound Project | $40,000 | ||||||
| Just The Pill | ||||||||||||
| 2038 Ford Pkwy 444 | Saint Paul | MN | 55116 | PC | General Operating Support | $75,000 | ||||||
| Lambda Legal Defense & Education Fund | ||||||||||||
| 120 Wall Street 19th Floor | New York | NY | 10005 | PC | Policy and Law Project | $50,000 | ||||||
| LegacyWorks Group | ||||||||||||
| 521 Santa Barbara Street | Santa Barbara | CA | 93101 | PC | Marine Protection in Cabo del Este, B.C.S. | $50,000 | ||||||
| Little Mountain Rescue | ||||||||||||
| P O Box 129 | Eupora | MS | 39744 | PC | General Operating Support | $500 | ||||||
| Louisiana Bucket Brigade | ||||||||||||
| 3416 B Canal Street | New Orleans | LA | 70119 | PC | Opposing the Petrochemical Expansion in Louisiana | $50,000 | ||||||
| MarAlliance | ||||||||||||
| 2000 Edwards Street Suite 100-B | Houston | TX | 94107 | PC | General Operating Support | $35,000 | ||||||
| Marine Conservation Institute | ||||||||||||
| 1914 N 34th Street Suite 409 | Seattle | WA | 981039090 | PC | Deep Sea Conservation Coalition | $100,000 | ||||||
| Mayday Medicines Inc | ||||||||||||
| 442 5th Ave 1648 | New York | NY | 10018 | PC | General Operating Support | $50,000 | ||||||
| Mesoamerican Initiative of WHRDs (IM-Defensoras) | ||||||||||||
| NC | Strengthening Networks of Mesoamerican Women Human Rights Defenders | $50,000 | The Centre for Social Innovation | Toronto | CA | M5S 2R4 | 720 Bathurst Street | |||||
| MissionSAFE | ||||||||||||
| PO Box 201060 | Roxbury | MA | 02120 | PC | General Operating Support | $550 | ||||||
| Missouri Rural Crisis Center | ||||||||||||
| 1906 Monroe St | Columbia | MO | 65201 | PC | Factory Farms and State Policy | $5,000 | ||||||
| Mongabay Org Corp | ||||||||||||
| 1259 El Camino Real 150 | Menlo Park | CA | 94025 | PC | General Operating Support | $150,000 | ||||||
| Mosaic | ||||||||||||
| 268 Bush Street | San Francisco | CA | 94104 | PC | General Operating Support | $50,000 | ||||||
| Nantucket Island Safe Harbor for Animals | ||||||||||||
| PO Box 2844 | Nantucket | MA | 02584 | PC | General Operating Support | $500 | ||||||
| National Asian Pacific American Women's Forum (NAPAWF) | ||||||||||||
| PO Box 13255 | Chicago | IL | 60613 | PC | General Operating Support | $75,000 | ||||||
| National Center for Family Philanthropy | ||||||||||||
| 1667 K St NW 550 | Washington | DC | 20006 | PC | Annual Membership | $8,995 | ||||||
| National Network of Abortion Funds | ||||||||||||
| 9450 SW Gemini Dr PMB 16009 | Beaverton | OR | 970087105 | PC | General Operating Support | $100,000 | ||||||
| National Redistricting Foundation | ||||||||||||
| 1032 15th St NW Ste 247 | Washington | DC | 20005 | PC | Litigation and Related Work | $75,000 | ||||||
| Natural Resources Defense Council | ||||||||||||
| 40 West 20th Street | New York | NY | 10011 | PC | Fighting the Fossil Fuel Industrys Expansion of Plastics Production | $80,000 | ||||||
| Neighbors Link | ||||||||||||
| 27 Columbus Avenue | Mount Kisco | NY | 10549 | PC | General Operating Support | $500 | ||||||
| New Mexico Religious Coalition for Reproductive Choice | ||||||||||||
| PO Box 66433 | Albuquerque | NM | 87193 | PC | New Mexico Religious Coalition for Reproductive Choice: Abortion Funding Program | $50,000 | ||||||
| New York Public Radio | ||||||||||||
| 160 Varick Street 8th Floor | New York | NY | 10013 | PC | General Operating Support | $540 | ||||||
| New York Studio School | ||||||||||||
| 8 West 8th Street | New York | NY | 10011 | PC | End of Year Appeal | $10,000 | ||||||
| One East 60th Street Historical Foundation | ||||||||||||
| C/o Metropolitan Club - Accounting | New York | NY | 10022 | PC | General Operating Support | $1,000 | Dept One East 60th Street | |||||
| Open Collective Foundation | ||||||||||||
| 440 N Barranca Avenue 3717 | Covina | CA | 91723 | PC | DC Mutual Aid Apothecary | $1,000 | ||||||
| Osa Conservation | ||||||||||||
| 1300 I St NW Ste 400E - 9996 | Washington | DC | 20005 | PC | Restoring the Greatest Mangrove System on Costa Ricas Pacific Coast | $50,000 | ||||||
| Perpetual Use Inc | ||||||||||||
| 510 Columbia Drive | Tampa | FL | 33606 | PC | General Operating Support | $100,000 | ||||||
| Perry Institute for Marine Science | ||||||||||||
| 5356 Main Street Suite 2 PO Box 435 | Waitsfield | VT | 05673 | PC | Scaling up effective coral restoration in The Bahamas - Bahamas Coral Innovation Hub | $50,000 | ||||||
| Philanthropic Ventures Foundation | ||||||||||||
| 1222 Preservation Park Way | Oakland | CA | 94612 | PC | Toledo Institute of Development and Environment | $35,000 | ||||||
| Philanthropy New York | ||||||||||||
| 320 East 43rd Street | New York | NY | 10017 | PC | Annual Membership | $14,350 | ||||||
| Physicians for Reproductive Health | ||||||||||||
| PO Box 35 | Hartsdale | NY | 105300035 | PC | General Operating Support | $500 | ||||||
| Plastic Solutions Fund | ||||||||||||
| 6 West 48th Street 10th Floor | New York | NY | 10036 | PC | General Operating Support | $100,000 | ||||||
| Pregnancy Justice | ||||||||||||
| 575 8th Ave Fl 7 | New York | NY | 10018 | PC | General Operating Support | $75,000 | ||||||
| Project Drawdown | ||||||||||||
| 3450 Sacramento St 506 | San Francisco | CA | 94118 | PC | Preventing Deforestation as a Climate Solution | $50,000 | ||||||
| Proteus Fund Inc | ||||||||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | PC | Piper Fund | $125,000 | ||||||
| Rainforest Action Network | ||||||||||||
| 425 Bush Street Suite 300 | San Francisco | CA | 94108 | PC | Preventing Tropical Deforestation and Protecting Human Rights | $50,000 | ||||||
| Rainforest Alliance | ||||||||||||
| 27 East 28th Street 8th floor | New York | NY | 10016 | PC | Restoring and Conserving Threatened Biodiversity-Rich in the Maya Biosphere Reserve | $70,000 | ||||||
| Ready for Reading | ||||||||||||
| PO Box 388 | Dorset | VT | 05251 | PC | General Operating Support | $2,500 | ||||||
| Rise Education Fund | ||||||||||||
| 820 Kodak Drive | Los Angeles | CA | 90026 | PC | Non-Partisan Voter Mobilization in Wisconsin | $25,000 | ||||||
| RiverArts | ||||||||||||
| PO Box 60 | HastingsonHudson | NY | 10706 | PC | General Operating Support | $500 | ||||||
| Roatan Marine Park International Inc | ||||||||||||
| 8 The Green STE A | Dover | DE | 19901 | PC | Innovating Coral Restoration Techniques in Roatan, Honduras | $30,000 | ||||||
| Rural Arizona Engagement (RAZE) | ||||||||||||
| 381 West Central Avenue | Coolidge | AZ | 85128 | PC | General Operating Support | $50,000 | ||||||
| Savanna Institute | ||||||||||||
| 2453 Atwood Ave Suite 209 | Madison | WI | 53704 | PC | General Operating Support | $5,000 | ||||||
| Seacology | ||||||||||||
| 1623 Solano Ave | Berkeley | CA | 94707 | PC | Play For the Mangroves (DR) | $15,000 | ||||||
| SECORE International Inc | ||||||||||||
| 4673 Northwest Parkway | Hilliard | OH | 43026 | PC | General Operating Support | $30,000 | ||||||
| Social Good Fund | ||||||||||||
| 12651 San Pablo Ave 5473 | Richmond | CA | 94805 | PC | Wildfire Project | $25,000 | ||||||
| Solomon R Guggenheim Museum | ||||||||||||
| 1071 Fifth Avenue | New York | NY | 101280173 | PC | General Operating Support | $10,000 | ||||||
| Stand | ||||||||||||
| 548 Market St Suite 74196 | San Francisco | CA | 94104 | PC | Mission-Based Support | $50,000 | ||||||
| Sunrise Movement Education Fund | ||||||||||||
| 712 H St NE Unit 626 | Washington | DC | 20002 | PC | General Operating Support | $60,000 | ||||||
| Tate Americas Foundation | ||||||||||||
| 520 West 27th Street 404 | New York | NY | 10001 | PC | General Operating Support | $7,500 | ||||||
| Texas Civil Rights Project | ||||||||||||
| 1405 Montopolis Dr | Austin | TX | 78741 | PC | Protecting and Expanding Voting Rights in Texas in 2023 | $50,000 | ||||||
| Texas Environmental Justice Advocacy Services | ||||||||||||
| 900 Wayside | Houston | TX | 77011 | PC | General Operating Support | $60,000 | ||||||
| Texas Freedom Network Education Fund | ||||||||||||
| PO Box 1624 | Austin | TX | 78767 | PC | Texas Rising | $50,000 | ||||||
| The 5 Gyres Institute | ||||||||||||
| PO Box 5699 | Santa Monica | CA | 90409 | PC | General Operating Support | $30,000 | ||||||
| The All We Can Save Project | ||||||||||||
| 548 Market St PMB 81178 | San Francisco | CA | 941045401 | PC | General Operating Support | $50,000 | ||||||
| The Bail Project | ||||||||||||
| Gift Processing PO Box 102592 | Pasadena | CA | 91189 | PC | General Operating Support | $550 | ||||||
| The Capacity Shop | ||||||||||||
| The Capacity Shop c/o Social Good | Princeville | HI | 96722 | PC | General Operating Support | $50,000 | Labs 4134 Liholiho Rd | |||||
| The Door | ||||||||||||
| 555 Broome Street | New York | NY | 10013 | PC | General Operating Support | $550 | ||||||
| The Heartland Fund | ||||||||||||
| 1828 L Street NW Ste 300-C | Washington | DC | 20036 | PC | General Operation Support | $100,000 | ||||||
| The Lawyering Project | ||||||||||||
| 41 Schermerhorn Street No 1056 | Brooklyn | NY | 11201 | PC | General Operating Support | $100,000 | ||||||
| The Story of Stuff Project | ||||||||||||
| 1442 A Walnut Street 272 | Berkeley | CA | 94709 | PC | General Operating Support | $50,000 | ||||||
| Transgender Law Center | ||||||||||||
| 1300 Broadway Suite 200 | Oakland | CA | 94612 | PC | Legal Program Support | $50,000 | ||||||
| Trevor Day School | ||||||||||||
| 1 West 88th Street | New York | NY | 10024 | PC | General Operating Support | $10,000 | ||||||
| University of Wisconsin | ||||||||||||
| Union South 1308 W Dayton Street | Madison | WI | 53715 | PC | College of Letters & Science Annual Fund | $1,250 | ||||||
| UPROSE | ||||||||||||
| 462 36th Street Suite 3A | Brooklyn | NY | 11232 | PC | General Operating Support | $75,000 | ||||||
| Urgent Action Fund of Latin America for Women's Human Rights | ||||||||||||
| NC | General Operating Support | $50,000 | Diagonal 59 22-55 | Bogota | CO | 111311 | ||||||
| Veterinary Care Foundation | ||||||||||||
| 16550 NW 46th St | Morriston | FL | 32668 | PC | Offshore Animal Hospital of Nantucket | $500 | ||||||
| Vot-ER A Healthier Democracy | ||||||||||||
| 88 AMES ST APT 2209 | Cambridge | MA | 02142 | PC | General Operating Support | $50,000 | ||||||
| Voter Formation Project | ||||||||||||
| 712 H St NE PMB 41 | Washington | DC | 20002 | PC | General Operating Support | $75,000 | ||||||
| Wildlife Conservation Network | ||||||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | PC | Elephant Crisis Fund | $25,000 | ||||||
| Wildlife Conservation Network | ||||||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | PC | Fundacin Proyecto Tit | $50,000 | ||||||
| Wildlife Conservation Society (WCS) | ||||||||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | PC | Proactively Addressing Emerging Threats to Mesoamericas Forests and Wildlife | $100,000 | ||||||
| WINGS | ||||||||||||
| PO Box 1043 | Pueblo | CO | 81002 | PC | General Operating Support | $60,000 | ||||||
| Ya'axch Conservation Trust | ||||||||||||
| NC | Bladen Nature Reserve and Maya Mountain North Forest Reserve, Belize | $50,000 | PO Box 177 Ogaldez St | Punta Gorda Town | BH | 00000 | ||||||
| Youth Engagement Fund (YEF) | ||||||||||||
| 1001 Avenue of the Americas 12th | New York | NY | 10018 | PC | General Operating Support | $100,000 | Floor | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,226,643 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amazon Conservation Team | ||||||||||||
| 101 Park Washington Ct | Falls Church | VA | 22046 | PC | Safeguarding Forests of Isolated Tribes and Restoring Ecosystems | $70,000 | ||||||
| American Friends of the Ocean Clean Up | ||||||||||||
| 228 East 45th Street Suite 9E | New York | NY | 10017 | PC | Ocean Program - Great Pacific Garbage Patch | $30,000 | ||||||
| Asociacion de Comunidades Forestales de Peten - ACOFOP | ||||||||||||
| NC | Mayan Biosphere Reserve in Guatemala | $40,000 | Tercera Avenida Cuarta Calle | Santa Elena | GT | 17029 | ||||||
| Billion Oyster Project | ||||||||||||
| 10 South Street | New York | NY | 10004 | PC | General Operating Support | $100,000 | ||||||
| Black Farmer Fund | ||||||||||||
| 228 Park Avenue South 38732 | New York | NY | 10003 | PC | General Operating Support | $10,000 | ||||||
| Chelsea Day School | ||||||||||||
| 319 Fifth Ave 2nd Floor | New York | NY | 10016 | PC | General Operating Support | $5,000 | ||||||
| COLOR | ||||||||||||
| PO Box 40991 | Denver | CO | 80204 | PC | General Operating Support | $75,000 | ||||||
| Coral Reef Alliance | ||||||||||||
| 548 Market Street Suite 29802 | San Francisco | CA | 94104 | PC | Healthy Reefs Initiative | $30,000 | ||||||
| Delta Institute | ||||||||||||
| 35 E Wacker Ste 1760 | Chicago | IL | 60601 | PC | General Operating Support | $10,000 | ||||||
| Environmental Investigation Agency | ||||||||||||
| PO BOX 53343 | Washington | DC | 20009 | PC | General Support | $140,000 | ||||||
| Fauna & Flora International USA Inc | ||||||||||||
| 1209 Orange Street | Wilmington | DE | 19801 | PC | Fauna & Flora's Marine Program | $20,000 | ||||||
| Food Tank | ||||||||||||
| 1915 Bank Street | Baltimore | MD | 21231 | PC | General Operating Support | $60,000 | ||||||
| Friends Seminary of New York | ||||||||||||
| 222 East 16th Street | New York | NY | 10003 | PC | The Annual Fund | $20,000 | ||||||
| Global Alliance for Incinerator Alternatives - GAIA | ||||||||||||
| 1958 University Avenue | Berkeley | CA | 94704 | PC | General Operating Support | $50,000 | ||||||
| Global Greengrants Fund | ||||||||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 80302 | PC | Environmental Defenders Collaborative | $85,000 | ||||||
| GreenWave Organization Corp | ||||||||||||
| 315 Front Street | New Haven | CT | 06513 | PC | General Operating Support | $100,000 | ||||||
| Grist Magazine Inc | ||||||||||||
| 1501 E Madison Street | Seattle | WA | 98122 | PC | General Operating Support | $50,000 | ||||||
| International Community Foundation | ||||||||||||
| 2505 N Avenue | National City | CA | 91950 | PC | Grupo Ecologico Sierra Gorda, I.A.P | $31,800 | ||||||
| Ironbound Community Corporation | ||||||||||||
| 317 Elm St | Newark | NJ | 07105 | PC | Environmental Justice for Ironbound Project | $40,000 | ||||||
| LegacyWorks Group | ||||||||||||
| 521 Santa Barbara Street | Santa Barbara | CA | 93101 | PC | Marine Protection in Cabo del Este, B.C.S. | $50,000 | ||||||
| Louisiana Bucket Brigade | ||||||||||||
| 3416 B Canal Street | New Orleans | LA | 70119 | PC | Opposing the Petrochemical Expansion in Louisiana | $50,000 | ||||||
| Mercy for Animals | ||||||||||||
| 1150 Hagerstown Court | Hagerstown | MD | 21740 | PC | General Operating Support | $50,000 | ||||||
| Mesoamerican Initiative of WHRDs (IM-Defensoras) | ||||||||||||
| NC | Strengthening Networks of Mesoamerican Women Human Rights Defenders | $50,000 | The Centre for Social Innovation | Toronto | CA | M5S 2R4 | 720 Bathurst Street | |||||
| Mongabay Org Corp | ||||||||||||
| 1259 El Camino Real 150 | Menlo Park | CA | 94025 | PC | General Operating Support | $150,000 | ||||||
| National Asian Pacific American Women's Forum (NAPAWF) | ||||||||||||
| PO Box 13255 | Chicago | IL | 60613 | PC | General Operating Support | $75,000 | ||||||
| Natural Resources Defense Council | ||||||||||||
| 40 West 20th Street | New York | NY | 10011 | PC | Fighting the Fossil Fuel Industrys Expansion of Plastics Production | $80,000 | ||||||
| Oceana Inc | ||||||||||||
| 1025 Connecticut Ave NW Suite 200 | Washington | DC | 20036 | PC | Belize Oil and Gas Constitutional Reform Campaign | $30,000 | ||||||
| One East 60th Street Historical Foundation | ||||||||||||
| One East 60th Street | New York | NY | 10022 | PC | General Operating Support | $1,600 | ||||||
| Perpetual Use Inc | ||||||||||||
| 510 Columbia Drive | Tampa | FL | 33606 | PC | General Operating Support | $100,000 | ||||||
| Philanthropic Ventures Foundation | ||||||||||||
| 1222 Preservation Park Way | Oakland | CA | 94612 | PC | Toledo Institute of Development and Environment | $35,000 | ||||||
| Plastic Solutions Fund | ||||||||||||
| 6 West 48th Street 10th Floor | New York | NY | 10036 | PC | General Operating Support | $100,000 | ||||||
| Pregnancy Justice | ||||||||||||
| 575 8th Ave Fl 7 | New York | NY | 10018 | PC | General Operating Support | $75,000 | ||||||
| St Stephen's School Corporation | ||||||||||||
| 1285 Avenue of the Americas 38th | New York | NY | 10019 | PC | General Operating Support | $2,481 | Floor | |||||
| Stand | ||||||||||||
| 548 Market St Suite 74196 | San Francisco | CA | 94104 | PC | Mission-Based Support | $50,000 | ||||||
| The Food Project | ||||||||||||
| 10 Lewis Street | Lincoln | MA | 01773 | PC | General Operating Support | $10,000 | ||||||
| The Humane League | ||||||||||||
| PO Box 10476 | Rockville | MD | 20849 | PC | General Operating Support | $30,000 | ||||||
| UPROSE | ||||||||||||
| 462 36th Street Suite 3A | Brooklyn | NY | 11232 | PC | General Operating Support | $75,000 | ||||||
| Urgent Action Fund of Latin America for Women's Human Rights | ||||||||||||
| NC | General Operating Support | $50,000 | Diagonal 59 22-55 | Bogota | CO | 111311 | ||||||
| WINGS | ||||||||||||
| PO Box 1043 | Pueblo | CO | 81002 | PC | General Operating Support | $50,000 | ||||||
| Ya'axch Conservation Trust | ||||||||||||
| NC | Bladen Nature Reserve and Maya Mountain North Forest Reserve, Belize | $50,000 | PO Box 177 Ogaldez St | Punta Gorda Town | BH | 00000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,130,881 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,328,525 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $18,058 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,970,060 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$3,287 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$2,105,454 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,287 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,211,189 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,207,902 | 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 |
|---|---|---|---|
| OWEN FLANAGAN CPA'S - AUDIT AND TAX PREPARATION | $41,000 | $20,500 | $0 |
| SONAS ACCOUNTING SOLUTIONS INC. | $16,636 | $8,318 | $8,318 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2006-12-01 | $32,049 | $32,049 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2014-12-31 | $88,413 | $65,958 | 200DB | 7.000000000000 | $8,420 | $0 |
| LEASEHOLD IMPROVEMENTS | 2006-12-01 | $274,641 | $274,641 | 150DB | 15.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2015-04-01 | $3,390 | $3,390 | 200DB | $0 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2015-03-01 | $118,420 | $88,344 | 200DB | $11,278 | $0 | |
| FURNITURE & FIXTURES | 2015-06-30 | $88,383 | $65,940 | SL | 7.000000000000 | $8,418 | $0 |
| LEASEHOLD IMPROVEMENTS | 2015-04-01 | $117,411 | $117,411 | 200DB | $0 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2015-03-01 | $92,118 | $68,722 | 200DB | $8,773 | $0 | |
| CONF ROOM WINDOWS | 2016-09-01 | $11,320 | $8,805 | SL | 5.000000000000 | $1,258 | $0 |
| AV EQUIPMENT | 2019-01-01 | $63,751 | $35,670 | SL | 7.000000000000 | $9,107 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| Asociacion de Comunidades Forestales de Peten - ACOFOP | |||||||||
| Tercera avenida cuarta calle zona 2 | Santa Elena | GT | 17029 | 2023-06-01 | $40,000 | Mayan Biosphere Reserve, Guatemala | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in complian | No independent verification is required at this time |
| Ya'axch Conservation Trust | |||||||||
| PO Box 177 | Punta Gorda | BH | 2023-03-01 | $50,000 | Bladen Nature Reserve, Belize | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in complian | No independent verification is required at this time | |
| Mesoamerican Initiative of WHRDs | |||||||||
| 123 Slater Street | Ottawa | CA | K1P5H2 | 2023-06-01 | $50,000 | Strengthening Networks of Mesoamerican Women Human Rights Defenders | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in complian | No independent verification is required at this time |
| Urgent Action Fund of Latin America for Women's Health Rights | |||||||||
| Carrera 27A No 40a-68 | Bogota | CO | 2023-11-01 | $50,000 | Sustaining and strengthening feminist, women's and LBTIQ+ movements in Latin America. | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in complian | No independent verification is required at this time | |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (80 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $731,647 | $731,647 |
| ADOBE SYSTEMS INCORPORATED | $1,185,444 | $1,185,444 |
| ADVANCED MICRO DEVICES | $1,564,905 | $1,564,905 |
| ALPHABET INC CL A | $1,656,584 | $1,656,584 |
| ALPHABET INC CL C | $3,969,594 | $3,969,594 |
| AMAZON.COM INC | $2,921,502 | $2,921,502 |
| AMERICAN EXPRESS CO | $181,720 | $181,720 |
| AMERICAN TOWER CORP | $190,838 | $190,838 |
| APPLE INC | $1,096,266 | $1,096,266 |
| ARES MANAGEMENT CORP | $2,043,165 | $2,043,165 |
| ARISTA NETWORKS INC | $851,369 | $851,369 |
| ARROW ELECTRONICS INC | $794,625 | $794,625 |
| ASML HOLDING | $601,752 | $601,752 |
| AUTODESK INC | $761,849 | $761,849 |
| AUTOMATIC DATA PROCESSING INC | $293,542 | $293,542 |
| AVNET INC | $569,520 | $569,520 |
| BERKSHIRE HATHAWAY INC CL B | $1,951,644 | $1,951,644 |
| BLACKSTONE INC | $283,966 | $283,966 |
| BOOKING HOLDINGS INC | $1,894,215 | $1,894,215 |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | $179,842 | $179,842 |
| BOSTON SCIENTIFIC CORP | $329,806 | $329,806 |
| BROWN ADVISORY SUSTAINABLE GROWTH FD INST SHS | $12,192,702 | $12,192,702 |
| CARMAX INC | $130,765 | $130,765 |
| CHARTER COMMUNICATIONS INC CL A | $217,661 | $217,661 |
| CHIPOTLE MEXICAN GRILL INC | $402,505 | $402,505 |
| CITIGROUP INC | $2,700,600 | $2,700,600 |
| CRH PLC | $2,282,280 | $2,282,280 |
| DARLING INGREDIENTS INC | $1,506,713 | $1,506,713 |
| DR HORTON INC | $2,842,026 | $2,842,026 |
| ENTEGRIS INC | $267,199 | $267,199 |
| EPAM SYS INC | $569,406 | $569,406 |
| EUROFINS SCIENTIFIC SE EUR0.01 | $162,229 | $162,229 |
| FISERV INC | $450,992 | $450,992 |
| FORTINET INC | $367,276 | $367,276 |
| FORTIVE CORP | $207,416 | $207,416 |
| GENERAL MOTORS CO | $2,729,920 | $2,729,920 |
| GOLDMAN SACHS GROUP INC | $2,970,429 | $2,970,429 |
| GRIFFIN MINING LIMITED | $1,606,602 | $1,606,602 |
| HEALTHEQUITY INC | $161,639 | $161,639 |
| HOME DEPOT INC | $181,592 | $181,592 |
| INTERNATIONAL PAPER CO | $903,750 | $903,750 |
| INTUIT INC | $2,925,765 | $2,925,765 |
| JPMORGAN CHASE & CO | $3,752,066 | $3,752,066 |
| KEYSIGHT TECHNOLOGIES INC | $1,923,716 | $1,923,716 |
| LEAR CORP | $889,623 | $889,623 |
| LENNAR CORP CL A | $4,024,080 | $4,024,080 |
| LINDE PLC | $308,033 | $308,033 |
| MASTERCARD INC CL A | $292,159 | $292,159 |
| MATCH GROUP INC | $1,108,797 | $1,108,797 |
| MERITAGE HOMES CORP | $174,200 | $174,200 |
| META PLATFORMS INC CL A | $323,873 | $323,873 |
| MICROCHIP TECHNOLOGY INC | $1,373,982 | $1,373,982 |
| MICROSOFT CORP | $5,912,853 | $5,912,853 |
| MILLER CONVERTIBLE BOND FUND CLASS I | $1,945,192 | $1,945,192 |
| MOLINA HEALTHCARE INC | $1,530,870 | $1,530,870 |
| MONSTER BEVERAGE CORP | $305,333 | $305,333 |
| NEUROCRINE BIOSCIENCES INC | $411,091 | $411,091 |
| NEXTERA ENERGY INC | $136,240 | $136,240 |
| NOV INC | $304,200 | $304,200 |
| NVIDIA CORPORATION | $2,693,502 | $2,693,502 |
| O'REILLY AUTOMOTIVE INC | $1,238,904 | $1,238,904 |
| OSHKOSH CORP | $975,690 | $975,690 |
| PAYCOM SOFTWARE INC | $103,360 | $103,360 |
| PAYPAL HOLDINGS INC | $105,502 | $105,502 |
| PULTEGROUP INC | $1,032,200 | $1,032,200 |
| S&P GLOBAL INC | $208,366 | $208,366 |
| SALESFORCE INC | $226,564 | $226,564 |
| SCHWAB CHARLES CORP | $642,042 | $642,042 |
| SHERWIN-WILLIAMS CO | $170,297 | $170,297 |
| T-MOBILE US INC | $2,094,551 | $2,094,551 |
| TEREX CORP | $517,140 | $517,140 |
| THERMO FISHER SCIENTIFIC INC | $368,899 | $368,899 |
| TOLL BROTHERS INC | $2,055,800 | $2,055,800 |
| UBER TECHNOLOGIES INC | $2,589,757 | $2,589,757 |
| UNITEDHEALTH GROUP INC | $233,753 | $233,753 |
| VERISIGN INC | $3,884,345 | $3,884,345 |
| VISA INC CL A | $2,428,284 | $2,428,284 |
| WABTEC CORP | $194,918 | $194,918 |
| WASTE CONNECTIONS INC | $184,348 | $184,348 |
| WESTROCK CO | $1,660,800 | $1,660,800 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (38 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AG CS HOLDINGS FUND II, LP | FMV | $2,499,708 | $2,499,708 |
| BEE PARTNERS IV, LP | FMV | $333,685 | $333,685 |
| BGT INVESTOR III, LLC | FMV | $787,533 | $787,533 |
| BLUE OWL OPPORTUNISTIC LENDING FUND (OFFSHORE), LP | FMV | $4,917,703 | $4,917,703 |
| CAPITAL PARTNERS VI PARALLEL, LP | FMV | $29,558 | $29,558 |
| CLOSED LOOP LEADERSHIP FUND, LP | FMV | $419,255 | $419,255 |
| CLP CIRCULAR SERVICES SPV, LLC | FMV | $2,001,717 | $2,001,717 |
| COMMONFUND GLOBAL DISTRESSED INVESTORS, LLC | FMV | $9,532 | $9,532 |
| COMMUNITAS CAPITAL PARTNERS FUND I, LP | FMV | $2,806,629 | $2,806,629 |
| COMMUNITAS CAPITAL FUND II, LP | FMV | $2,154,973 | $2,154,973 |
| DELTEC SPECIAL SITUATIONS PARTNERS, LP | FMV | $4,833,657 | $4,833,657 |
| DUNE REAL ESTATE PARALLEL FUND LP | FMV | $3,291 | $3,291 |
| EMERALD CREEK CAPITAL CAYMAN INCOME FUND IV, LP | FMV | $3,271,748 | $3,271,748 |
| EMERALD CREEK CAPITAL CAYMAN INCOME FUND V, LP | FMV | $6,705,274 | $6,705,274 |
| ENLIGHTENMENT CAPITAL SOLUTIONS FUND II, LP | FMV | $320,889 | $320,889 |
| ENLIGHTENMENT CAPITAL SOLUTIONS FUND III, LP | FMV | $5,469,724 | $5,469,724 |
| FACT GLOBAL LONG SHORT FUND, LP | FMV | $11,749,348 | $11,749,348 |
| GLOBAL INFRASTRUCTURE PARTNERS IV-B FEEDER FUND, LP | FMV | $4,560,059 | $4,560,059 |
| HEADLANDS CAPITAL OFFSHORE III, LP | FMV | $4,162,084 | $4,162,084 |
| HEADLANDS CAPITAL OFFSHORE IV, LP | FMV | $1,496,354 | $1,496,354 |
| HELIOS ZINCFIVE PARTNERS II, LLC | FMV | $1,000,000 | $1,000,000 |
| HELIOS ZINCFIVE PARTNERS III, LLC | FMV | $250,000 | $250,000 |
| L+M WORKFORCE HOUSING FUND, LP | FMV | $1,925,724 | $1,925,724 |
| NEW VERNON INDIA (CAYMAN) FUND II, LP | FMV | $19,907 | $19,907 |
| OVERBROOK OPPORTUNITY FUND II, LP | FMV | $443,606 | $443,606 |
| RE:DISH CO | FMV | $500,000 | $500,000 |
| RIVERSTONE/CARLYLE RENEWABLE & ALTERNATIVE ENERGY FUND II | FMV | $31,413 | $31,413 |
| SANDTON CREDIT SOLUTIONS OFFSHORE IV, LP | FMV | $4,268,193 | $4,268,193 |
| SANDTON CAPITAL SOLUTIONS OFFSHORE V, LP | FMV | $4,722,157 | $4,722,157 |
| SANDTON CREDIT SOLUTIONS ON-SHORE FUND III, LP | FMV | $968,795 | $968,795 |
| SIDDHI CAPITAL FUND II, LP | FMV | $486,633 | $486,633 |
| STABILIS FUND V, LP | FMV | $925,953 | $925,953 |
| THAYER STREET PARTNERS EQUITY OPPORTUNITY FUND, LP | FMV | $8,164,156 | $8,164,156 |
| THAYER STREET PARTNERS EQUITY OPPORTUNITY II FUND, LP | FMV | $1,369,988 | $1,369,988 |
| TS LIFT I, LLC | FMV | $1,152,385 | $1,152,385 |
| VINTAGE FUND V OFFSHORE, LP | FMV | $53,731 | $53,731 |
| VWH OFFSHORE FUND, LP | FMV | $1,325,367 | $1,325,367 |
| VWH OFFSHORE FUND III, LP | FMV | $3,335,248 | $3,335,248 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $88,413 | $74,378 | $14,035 |
| LEASEHOLD IMPROVEMENTS | $118,420 | $99,622 | $18,798 |
| FURNITURE & FIXTURES | $88,383 | $74,358 | $14,025 |
| LEASEHOLD IMPROVEMENTS | $92,118 | $77,495 | $14,623 |
| CONF ROOM WINDOWS | $11,320 | $10,063 | $1,257 |
| AV EQUIPMENT | $63,751 | $44,777 | $18,974 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PATTERSON BELKNAP WEBB & TYLER - LEGAL | CategoryTxt |
| Legal Fees | $45,702 | LegalFeesAmt |
| Net Investment Income | $33,134 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,113 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST & DIVIDENDS RECEIVABLE | $21,056 | $38,564 | $38,564 |
| SECURITY DEPOSIT | $70,198 | $70,198 | $70,198 |
| DUE FROM BROKER | $48,795 | $81,888 | $81,888 |
| RIGHT-OF-USE ASSET | $551,514 | $346,658 | $346,658 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $232,663 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $231,556 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $5,838 | $5,838 | $5,838 |
| OTHER INVESTMENT INCOME | $12,220 | $12,220 | $12,220 |
| PARTNERSHIP INCOME | -$2,108,741 | -$2,105,454 | -$2,108,741 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION (NET OF DEFERRED TAXES) | Desc |
| Amt | $28,815,546 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $412,104 | $818,286 |
| LEASE LIABILITY | $604,488 | $379,766 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (13 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OVERBROOK MANAGEMENT CORPORATION - INV ADVISORY | $1,242,209 | $1,242,209 | $0 |
| GREENHAVEN ASSOCIATES - INV ADVISORY | $228,526 | $228,526 | $0 |
| JP MORGAN - CUSTODY | $15,841 | $15,841 | $0 |
| DELTEC SPECIAL SITUATIONS - INV | $36 | $36 | $0 |
| NEPC LLC | $118,208 | $118,208 | $0 |
| DSM CAPITAL - INV | $114,300 | $114,300 | $0 |
| AUREUS INVESTMENTS | $29,856 | $29,856 | $0 |
| L + M WORKFORCE HOUSING FUND | $23,243 | $23,243 | $0 |
| JUSTCHANGE LLC | $418,000 | $0 | $618,000 |
| INGRID ROGERS | $14,738 | $0 | $14,738 |
| NATALEY WILLIAMS | $860 | $0 | $860 |
| GOLDMAN SACHS VINTAGE FUND V OFFSHORE | $2,080 | $2,080 | $0 |
| ENDOWMENT VENTURE PARTNERS V, LP | $2 | $2 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $12,338 | $12,338 | $0 |
| FILING FEES | $1,500 | $0 | $0 |
| FEDERAL EXCISE & UBIT TAXES | $10,801 | $0 | $0 |