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HORACE W GOLDSMITH FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HORACE W GOLDSMITH FOUNDATION (EIN 13-6107758)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-30
IRS object ID
202443049349101434
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-30T22:41:57-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133628255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONDON O'MEARA MCGINTY & DONNELLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZA 7TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136107758EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HORACE W GOLDSMITH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHORABusinessNameControlTxt
Phone2123198700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1375 PARK AVENUE 3601AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10152ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM SLAUGHTERPersonNm
Person TitleMANAGING DIRECTORPersonTitleTxt
Phone2123198700PhoneNum
Signature2024-10-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER LAZZARUOLOPreparerPersonNm
PTINP01775353PTIN
Phone2126617777PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$753,425,740FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$171,917InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$171,917InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,798,277DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,772,714DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,217,717NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$210,185,033GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,423,435CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,505,855OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$34,390OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$24,693,766TotalRevAndExpnssAmt
Total Net Invst Incm$27,402,456TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$675,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$337,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$337,500CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$181,658OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$90,829OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$90,829OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$14,416PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$7,208PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$7,208PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$65LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$65LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$106,558AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$53,279AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$74,421AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,677,309OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,659,309OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$18,000OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm$206,240InterestNetInvstIncmAmt
Taxes Rev And Expnss$943,150TaxesRevAndExpnssAmt
Taxes Net Invst Incm$53,778TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$18,216DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$308,357OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$154,178OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$152,082OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$105,476OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,088,866OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$91,556OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,030,205TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,651,252TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$771,596TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,054,618ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,917,333ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,084,823TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,651,252TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$32,688,929TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,391,057ExcessRevenueOverExpensesAmt
Net Investment Income$22,751,204NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,254,044SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,686,804SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,686,804SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$151,021AcctRcvblAmt
Acct Rcvbl BOY$153,118AcctRcvblBOYAmt
Acct Rcvbl EOY$151,021AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$151,021AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$614,403PrepaidExpensesBOYAmt
Prepaid Expenses EOY$172,049PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$172,049PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$98,846,687USGovernmentObligationsBOYAmt
US Government Obligations EOY$123,585,248USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$123,585,248USGovtObligationsEOYFMVAmt
Corporate Stock BOY$346,956,918CorporateStockBOYAmt
Corporate Stock EOY$405,932,946CorporateStockEOYAmt
Corporate Stock EOYFMV$405,932,946CorporateStockEOYFMVAmt
Other Investments BOY$189,924,215OtherInvestmentsBOYAmt
Other Investments EOY$193,576,648OtherInvestmentsEOYAmt
Other Investments EOYFMV$193,576,648OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$289,065LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$192,394LandBldgEquipAccumDeprecAmt
Land BOY$91,594LandBOYAmt
Land EOY$96,671LandEOYAmt
Land EOYFMV$96,671LandEOYFMVAmt
Other Assets BOY$3,083,640OtherAssetsBOYAmt
Other Assets EOY$3,224,353OtherAssetsEOYAmt
Other Assets EOYFMV$3,224,353OtherAssetsEOYFMVAmt
Total Assets BOY$650,924,619TotalAssetsBOYAmt
Total Assets EOY$753,425,740TotalAssetsEOYAmt
Total Assets EOYFMV$753,425,740TotalAssetsEOYFMVAmt
Accounts Payable BOY$200,897AccountsPayableBOYAmt
Accounts Payable EOY$141,312AccountsPayableEOYAmt
Grants Payable BOY$12,880,642GrantsPayableBOYAmt
Grants Payable EOY$9,017,927GrantsPayableEOYAmt
Mortgages And Notes Payable BOY$3,095,248MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$2,966,279MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$1,375,066OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,515,618OtherLiabilitiesEOYAmt
Total Liabilities BOY$17,551,853TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,641,136TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$633,372,766NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$738,784,604NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$633,372,766TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$738,784,604TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$650,924,619TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$753,425,740TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$633,372,766TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,391,057ExcessRevenueOverExpensesAmt
Other Increases$113,943,447OtherIncreasesAmt
Subtotal$739,925,156SubtotalAmt
Other Decreases$1,140,552OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$738,784,604TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
JP MORGAN EAGLE - PUBLICLY TRADED SECURITIES1999-01-012023-12-31$47,359,854$38,034,188$9,325,666$9,325,666
SELECT EQUITY GROUP - PUBLICLY TRADED SECURITIES1999-01-012023-12-31$39,575,558$36,683,507$2,892,051$2,892,051
JP MORGAN - PUBLICLY TRADED SECURITIES1999-01-012023-12-31$98,416,153$98,416,153$0$0
JP MORGAN - PUBLICLY TRADED SECURITIES1999-01-012023-12-31$14,040,640$14,040,640$0$0
SYCAMORE PARTNERS LP II1999-01-012023-12-31-$1,288,565-$1,288,565P
SYCAMORE PARTNERS LP III-A LP1999-01-012023-12-31$5,353,037$5,353,037P
GREAT JONES FUND, LP1999-01-012023-12-31-$378,540-$378,540P
COATUE GROWTH FUND V LP1999-01-012023-12-31-$38,647-$38,647P
WEBSTER CAPITAL III1999-01-012023-12-31-$414,380-$414,380P
GOLDEN GATE CAPITAL OPPORTUNITY FUND1999-01-012023-12-31$557,649$557,649P
ADD: AMOUNT ATTRIBUTABLE TO UBI1999-01-012023-12-31$415,164$415,164P
TPG PUBLIC EQUITY PARTNERS1999-01-012023-12-31$10,792,828$10,792,828$0$0P
FieldValueIRS element (for citing)
Capital Gain Net Income$16,423,435CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$316,242InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$316,242SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$316,242TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$832,544EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$832,544TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$516,302OverpaymentAmt
Applied To ES Tax$516,302AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Org Report Or Register StateIDOrgReportOrRegisterStateCd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Org Report Or Register StateWVOrgReportOrRegisterStateCd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone2123198700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1375 PARK AVENUE SUITE 3601AddressLine1Txt
CityNYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10152ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM A SLAUGHTER
375 PARK AVENUE 1602NEW YORKNY10152MANAGING DIR. (CEO)35.00$175,000$0$0
CHARLES L SLAUGHTER
375 PARK AVENUE 1602NEW YORKNY10152MANAGING DIR. (CFO & TREASURER)25.00$175,000$0$0
R JAMES SLAUGHTER
375 PARK AVENUE 1602NEW YORKNY10152MANAGING DIR. (SECRETARY)25.00$175,000$0$0
JOSEPH W SLAUGHTER
375 PARK AVENUE 1602NEW YORKNY10152DIRECTOR3.00$50,000$0$0
HANNAH M JOCELYN
375 PARK AVENUE 1602NEW YORKNY10152DIRECTOR3.00$50,000$0$0
SAMUEL SLAUGHTER
375 PARK AVENUE 1602NEW YORKNY10152DIRECTOR3.00$50,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonDALILA GUNNPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O THE FOUNDATION 375 PARK AVENUEAddressLine1Txt
Address Line21602AddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10152ZIPCd
FieldValueIRS element (for citing)
TitleOPERATING MANAGERTitleTxt
Average Hrs Per Wk Devoted To Pos35.00AverageHrsPerWkDevotedToPosRt
Compensation$135,979CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
EAGLE CAPITAL MANAGEMENT
499 PARK AVENUENYNY10022INVESTMENT MANAGER$1,121,373
SELECT EQUITY GROUP LP
380 LAFAYETTE STREETNYNY10003INVESTMENT MANAGER$383,548
CONDON O'MEARA MCGINITY & DONNELLY LLP
ONE BATTERY PARK PLAZA 7TH FLNYNY10004AUDIT & TAX SERVICES$60,400
JP MORGAN CHASE BANK NA
270 PARK AVENUENYNY10017INVESTMENT CUSTODIAN$58,215
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$486,174,443AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,095,828AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$137,887,765FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$646,158,036TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$646,158,036AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,692,371CashDeemedCharitableAmt
Net Vl Noncharitable Assets$636,465,665NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,823,283MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,823,283MinimumInvestmentReturnAmt
Tax Based On Investment Income$316,242TaxBasedOnInvestmentIncomeAmt
Total Tax$316,242TotalTaxAmt
Distributable Before Adj$31,507,041DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,507,041DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,507,041DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,688,929ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$23,293CharitableAssetsAcquisPaidAmt
Qualifying Distributions$32,712,222QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,507,041DistributableAsAdjustedAmt
Undistributed Income PY$32,057,669UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$32,712,222QualifyingDistributionsAmt
Applied To Year1$32,057,669AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$654,553AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$30,852,488UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (260 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
52ND STREET PROJECT
789 10TH AVENUENEW YORKNY10019N/APCGENERAL OPERATIONS$30,000
826 VALENCIA
826 VALENCIA STREETSAN FRANCISCOCA94110N/APCGENERAL OPERATIONS$100,000
A BREEZE OF HOPE FOUNDATION
205 CHIPPEWA STREETESSINGTONPA19029N/APCGENERAL OPERATIONS$10,000
ABORTION LIBERATION FUND OF PENNSYLVANIA
PO BOX 40748PHILADELPHIAPA19107N/APCGENERAL OPERATIONS$30,000
ACADEMY OF VOCAL ARTS
1920 SPRUCE STREETPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$25,000
ALL WE CAN SAVE PROJECT (FS MULTIPLIER)
548 MARKET STREETSAN FRANCISCOCA94101N/APCGENERAL OPERATIONS$10,000
AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL CENTER
1040 AVENUE OF THE AMERICASNEW YORKNY10018N/APCGENERAL OPERATIONS$75,000
AMERICAN JOURNALISM PROJECT
6218 GEORGIA AVENUE NW STE 1-599WASHINGTONDC20011N/APCGENERAL OPERATIONS$500,000
AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS
6-8 CHARLTON STREETPRINCETONNJ08540N/APCSPECIAL PURPOSE$100,000
AMERICAN TECHNION SOCIETY
55 EAST 59TH STREETNEW YORKNY10022N/APCGENERAL OPERATIONS$2,500,000
ANTI-DEFAMATION LEAGUE (ADL)
PO BOX 54646PHILADELPHIAPA19148N/APCSPECIAL PROJECT$250,000
APERTURE FOUNDATION
547 WEST 27TH STREET 4TH FLOORNEW YORKNY10001N/APCGENERAL OPERATIONS$150,000
ARDEN THEATRE CO
40 N 2ND STREETPHILADELPHIAPA19106N/APCGENERAL OPERATIONS$25,000
ARIA MEDICAL FOUNDATION (VIA THE GIVEBACK FUND)
5101 SANTA MONICA BLVDLOS ANGELESCA90029N/APCGENERAL OPERATIONS$75,000
ARS NOVA
511 WEST 54TH STREETNEW YORKNY10019N/APCSPECIAL PROJECT$70,000
ART 21 INC
231 WEST 29TH STREET STE 706NEW YORKNY10001N/APCGENERAL OPERATIONS$30,000
ARTCINA
1700 SANSOM STREET 10TH FLOORPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$50,000
ARTISTS SPACE
11 CORTLAND AVENUENEW YORKNY10013N/APCGENERAL OPERATIONS$60,000
ASPEN INSTITUTE
2300 N STREET NW STE 700WASHINGTONDC20037N/APCSPECIAL PROJECT$100,000
BAY AREA DISCOVERY MUSEUM
FORT BAKER 557 MCREYNOLDS ROADSAUSALITOCA94965N/APCSPECIAL PROJECT$50,000
BAY AREA LEGAL AID
1735 TELEGRAPH AVENUEOAKLANDCA94612N/APCGENERAL OPERATIONS$50,000
BAY AREA SCORES
C/O WEWORKS 1460 MISSION STREETSAN FRANCISCOCA94103N/APCGENERAL OPERATIONS$100,000
BEHIND THE BOOK
216 WEST 135 STREET GROUND FLOORNEW YORKNY10030N/APCGENERAL OPERATIONS$15,000
BOULDER VALLEY WOMEN'S HEALTH CENTER
2855 VALMONT ROADBOULDERCO80301N/APCGENERAL OPERATIONS$10,000
BOYS AND GIRLS CLUBS OF SAN FRANCISCO
380 FULTON STREETSAN FRANCISCOCA94102N/APCGENERAL OPERATIONS$100,000
BPCNS (BROADWAY PRESBYTERIAN CHURCH NURSERY SCHOOL)
601 W 114TH STNEW YORKNY10025N/APCGENERAL OPERATIONS$40,000
BRAC-USA
110 WILLIAM STREET 18TH FLOORNEW YORKNY10038N/APCSPECIAL PROJECT$400,000
BREAKING GROUND
505 8TH AVENEW YORKNY10018N/APCGENERAL OPERATIONS$100,000
BREAKTHROUGH OF GREATER PHILADELPHIA (WAS SUMMERBRIDGE )
34 W COULTER STPHILADELPHIAPA19144N/APCGENERAL OPERATIONS$25,000
BREAST CANCER RESEARCH FOUNDATION
28 W 44TH ST 609NEW YORKNY10036N/APCGENERAL OPERATIONS$100,000
BRIDGE INTERNATIONAL ACADEMIES LIBERIA
622 MARYLAND AVENUE NEWASHINGTONDC20002N/APCSPECIAL PROJECT$350,000
BROOKLYN GREENWAY INITIATIVE
153 COLUMBIA STBROOKLYNNY11231N/APCGENERAL OPERATIONS$40,000
BROOKLYN PUBLIC LIBRARY
10 GRAND ARMY PLZBROOKLYNNY11238N/APCGENERAL OPERATIONS$50,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRIVE GOLDENSAN FRANCISCOCA94118N/APCGENERAL OPERATIONS$100,000GATE PARK
CALMATTERS
1017 L STREET 261SACRAMENTOCA95814N/APCGENERAL OPERATIONS$150,000
CAMP KESEM
10586 W PICO BOULEVARD 196LOS ANGELESCA90064N/APCGENERAL OPERATIONS$25,000
CAMPAIGN LEGAL CENTER
1101 14TH STREET NW STE 400WASHINGTONDC20005N/APCGENERAL OPERATIONS$125,000
CANAL COMMUNITY ALLIANCE
91 LARKSPUR STREETSAN RAFAELCA94901N/APCGENERAL OPERATIONS$100,000
CAPITAL B NEWS
157 13TH STREET STE 223BROOKLYNNY11215N/APCGENERAL OPERATIONS$100,000
CARNEGIE HALL
881 7TH AVENUENEW YORKNY10019N/APCSPECIAL PURPOSE$250,000
CATHEDRAL CHURCH OF ST JOHN THE DIVINE
1047 AMSTERDAM AVENUENEW YORKNY10025N/APCSPECIAL PURPOSE$50,000
CENTER FOR FAMILY REPRESENTATION
40 WORTH STREET STE 605NEW YORKNY10013N/APCGENERAL OPERATIONS$150,000
CENTER FOR FICTION
15 LAFAYETTE AVENUEBROOKLYNNY11217N/APCGENERAL OPERATIONS$20,000
CHAMBER ORCHESTRA OF PHILADELPHIA (CONCERTO SOLOISTS)
1520 LOCUST STPHILADELPHIAPA19102N/APCGENERAL OPERATIONS$75,000
CHILDREN'S MUSEUM OF THE ARTS
103 CHARLTON STREETNEW YORKNY10014N/APCGENERAL OPERATIONS$50,000
CHINATI FOUNDATION
1 CAVALRY ROWMARFATX79843N/APCGENERAL OPERATIONS$50,000
CITY SURF PROJECT
1633 VALENCIA STREETSAN FRANCISCOCA94110N/APCGENERAL OPERATIONS$25,000
CITY UNIVERSITY OF NEW YORK
135 E 22ND STREETNEW YORKNY10010N/APCSPECIAL PROJECT$250,000
CLINIC BY THE BAY
4877 MISSION STSAN FRANCISCOCA94112N/APCSPECIAL PROJECT$50,000
COLLEGE TRACK
112 LINDEN STREETOAKLANDCA94607N/APCGENERAL OPERATIONS$250,000
COMMUNITY LEGAL SERVICES OF PHILADELPHIA INC
1424 CHESTNUT STPHILADELPHIAPA19102N/APCGENERAL OPERATIONS$200,000
COMPASS FAMILY SERVICES
37 GROVE STREETSAN FRANCISCOCA94102N/APCGENERAL OPERATIONS$100,000
CONGREGATION EMANU-EL
2 LAKE STREETSAN FRANCISCOCA94118N/APCSPECIAL PURPOSE$150,000
CONSUMER BANKRUPTCY ASSISTANCE PROJECT (CBAP)
718 ARCH STREET SUITE 300NPHILADELPHIAPA19106N/APCGENERAL OPERATIONS$12,500
CREATIVE TIME
59 E 4TH ST 6TH FLNEW YORKNY10003N/APCGENERAL OPERATIONS$50,000
CURTIS INSTITUTE OF MUSIC
1726 LOCUST STREETPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$75,000
DAY ONE NEW YORK INC
267 BROADWAYNEW YORKNY10007N/APCGENERAL OPERATIONS$25,000
DEMOCRACY WORKS
20 JAY STREETBROOKLYNNY11201N/APCGENERAL OPERATIONS$250,000
DEMOS
80 BROAD STREET 4TH FLOORNEW YORKNY10004N/APCGENERAL OPERATIONS$100,000
DIA ART FOUNDATION
535 W 22ND ST 4TH FLNEW YORKNY10011N/APCSPECIAL PURPOSE$150,000
DIABETIC YOUTH FOUNDATION
5167 CLAYTON ROAD STE FCONCORDCA94521N/APCGENERAL OPERATIONS$30,000
DIMAGI - VIA NPT
585 MASSACHUSETTS AVE STE 3CAMBRIDGEMA02139N/APCSPECIAL PROJECT$250,000
DRAPER RICHARDS KAPLAN FOUNDATION
1600 EL CAMINO REALMENLO PARKCA94025N/APOFGENERAL OPERATIONS (EXPENDITURE RESPONSIBILITY PERFORMED)$200,000
DRAWING CENTER
35 WOOSTER STNEW YORKNY10013N/APCGENERAL OPERATIONS$50,000
ELEMYOUTH IN DISTRESS INC
121 WEST 36TH SUITE 329NEW YORKNY10018N/APCGENERAL OPERATIONS$40,000
EARLY MUSIC FOUNDATION
10 W 68TH STNEW YORKNY10023N/APCGENERAL OPERATIONS$12,500
EARTHJUSTICE
50 CALIFORNIA STREET STE 500SAN FRANCISCOCA94111N/APCGENERAL OPERATIONS$100,000
EASTERN MENNONITE UNIVERSITY
1200 PARK ROADHARRISONBURGVA22802N/APCSPECIAL PROJECT$30,000
EDUCATION LAW CENTER
1315 WALNUT STREET STE 400PHILADELPHIAPA19107N/APCGENERAL OPERATIONS$75,000
EMMA'S TORCH
345 SMITH STREETBROOKLYNNY11231N/APCGENERAL OPERATIONS$25,000
ENVIRONMENTAL TRAVELING COMPANIONS
2 MARINA BLVD C385SAN FRANCISCOCA94123N/APCGENERAL OPERATIONS$35,000
ESF DREAM CAMP FOUNDATION
750 E HAVERFORD ROADBRYN MAWRPA19010N/APCSPECIAL PROJECT$150,000
EYELLIANCE
110 EAST 25TH STREETNEW YORKNY10010N/APCGENERAL OPERATIONS$100,000
FAMILY EMPOWERMENT MEDIA
146 CARROLL STREET APT 3BROOKLYNNY11231N/APOFGENERAL OPERATIONS (EXPENDITURE RESPONSIBILITY PERFORMED)$100,000
FILM FORUM (THE MOVING IMAGE)
209 WEST HOUSTON STREETNEW YORKNY10014N/APCGENERAL OPERATIONS$25,000
FINANCING ALLIANCE FOR HEALTH
1536 EAST LANCASTER AVENUEPAOLIPA19301N/APCGENERAL OPERATIONS$100,000
FREE LIBRARY OF PHILADELPHIA FOUNDATION
1901 VINE STPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$75,000
FRIENDS OF THE HIGH LINE
820 WASHINGTON STREETNEW YORKNY10014N/APCGENERAL OPERATIONS$100,000
FRINGE ARTS (WAS PHILADELPHIA FRINGE FESTIVAL)
140 N COLUMBUS BLVDPHILADELPHIAPA19106N/APCGENERAL OPERATIONS$25,000
FUND FOR THE CITY OF NEW YORK - PROMISE PROJECT
121 AVENUE OF AMERICAS 6TH FLOORNEW YORKNY10013N/APCGENERAL OPERATIONS$50,000
GEISINGER HEALTH SYSTEM FOUNDATION
100 N ACADEMY AVEDANVILLEPA17822N/APCSPECIAL PROJECT$150,000
GERMANTOWN FRIENDS SCHOOL
31 W COULTER STGERMANTOWNPA19144N/APCSPECIAL PROJECT$50,000
GHETTO FILM SCHOOL
79 ALEXANDER AVE STE 4BRONXNY10454N/APCGENERAL OPERATIONS$66,000
GIRL SCOUT COUNCIL OF GREATER NEW YORK
40 WALL ST STE 708NEW YORKNY10005N/APCSPECIAL PURPOSE$80,000
GIRLS WRITE NOW
247 W 37TH STREETNEW YORKNY10018N/APCGENERAL OPERATIONS$40,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASONSAN FRANCISCOCA94123N/APCSPECIAL PURPOSE$500,000
GOWANUS CANAL CONSERVANCY
248 3RD STREETBROOKLYNNY11215N/APCGENERAL OPERATIONS$15,000
GUGGENHEIM MUSEUM
1071 FIFTH AVENUENEW YORKNY10128N/APCGENERAL OPERATIONS$25,000
HAITI CARDIAC ALLIANCE
47 MAPLE STREET 213BURLINGTONVT05401N/APCGENERAL OPERATIONS$225,000
HAMMER MUSEUM AT UCLA
10899 WILSHIRE BOULEVARDLOS ANGELESCA90024N/ASO III FISPECIAL PROJECT$100,000
HARLEM SCHOOL OF THE ARTS
645 SAINT NICHOLAS AVENUENEW YORKNY10030N/APCGENERAL OPERATIONS$40,000
HEIGHTS PHILADELPHIA (WAS PHILADELPHIA FUTURES FOR YOUTH)
123 SOUTH BROAD STREETPHILADELPHIAPA19109N/APCGENERAL OPERATIONS$200,000
HIGH DESERT TEST SITES
PO BOX 1058JOSHUA TREECA92252N/APCGENERAL OPERATIONS$25,000
HOMELESS PRENATAL PROGRAM
2500 18TH STSAN FRANCISCOCA94110N/APCGENERAL OPERATIONS$100,000
INDEPENDENCE HISTORICAL TRUST
316 CHESTNUT STPHILADELPHIAPA19106N/APCGENERAL OPERATIONS$100,000
INSIDE CLIMATE NEWS (ICN)
26 COURT STREETBROOKLYNNY11242N/APCGENERAL OPERATIONS$35,000
INTERNATIONAL STUDIO & CURATORIAL PROGRAM
1040 METROPOLITAN AVEBROOKLYNNY11211N/APCGENERAL OPERATIONS$50,000
ISRAEL ELWYN (WAS JERUSALEM ELWYN)
N/APCSPECIAL PURPOSE (EXPENDITURE RESPONSIBILITY PERFORMED)$200,00020 HENRIETTA SZOLDJERUSALEMJERUSALEMIS96502
JACOB BURNS FILM CENTER
405 MANVILLE ROADPLEASANTVILLENY10570N/APCGENERAL OPERATIONS$50,000
JAMESTOWN COMMUNITY CENTER
2929 19TH STREETSAN FRANCISCOCA94110N/APCGENERAL OPERATIONS$25,000
JANE'S DUE PROCESS
506 W 12TH STAUSTINTX78701N/APCGENERAL OPERATIONS$10,000
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STREETSAN FRANCISCOCA94118N/APCGENERAL OPERATIONS$250,000
JPAL - POVERTY ACTION LAB AT MIT
77 MASSACHUSETTS AVENUE E19-201CAMBRIDGEMA02139N/APCSPECIAL PROJECT$200,000
JUDD FOUNDATION
101 SPRING STNEW YORKNY10012N/APCSPECIAL PURPOSE$250,000
JUVENILE LAW CENTER
1800 JFK BLVD 1900BPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$250,000
KIMMEL CENTER INC (FORMERLY RPAC)
1500 WALNUT STREET 17TH FLOORPHILADELPHIAPA19102N/APCSPECIAL PROJECT$250,000
KURT VONNEGUT MEMORIAL LIBRARY INC
543 INDIANA AVEINDIANAPOLISIN46202N/APCGENERAL OPERATIONS$10,000
LARKIN STREET YOUTH SERVICES
134 GOLDEN GATE AVENUESAN FRANCISCOCA94102N/APCGENERAL OPERATIONS$100,000
LAS FOTOS PROJECT
PO BOX 741265LOS ANGELESCA90074N/APCGENERAL OPERATIONS$60,000
LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW
1500 K ST NW STE 900WASHINGTONDC20005N/APCGENERAL OPERATIONS$80,000
LEGAL SERVICES FOR CHILDREN
1254 MARKET STREET 3RD FLOORSAN FRANCISCOCA94102N/APCGENERAL OPERATIONS$100,000
LINCOLN CENTER THEATER (WAS VIVIAN BEAUMONT THEATER)
150 WEST 65THNEW YORKNY10023N/APCGENERAL OPERATIONS$100,000
LIVING GOODS
220 HALLECK STREET STE 210 THESAN FRANCISCOCA94129N/APCSPECIAL PROJECT$500,000PRESIDIO
LOUIS ARMSTRONG HOUSE MUSEUM
3456 107TH STREETCORONANY11368N/APCGENERAL OPERATIONS$20,000
MANHATTAN COUNTRY SCHOOL
150 WEST 85TH STREETNEW YORKNY10024N/APCGENERAL OPERATIONS$300,000
MANN CENTER FOR THE PERFORMING ARTS
123 S BROAD STREET STE 815PHILADELPHIAPA19109N/APCSPECIAL PROJECT$167,000
MARIN HORIZON SCHOOL
5221 PARADISE DRCORTE MADERACA94925N/APCGENERAL OPERATIONS$25,000
MASSACHUSETTS MUSEUM OF CONTEMPORARY ART
1040 MASS MOCA WAYNORTH ADAMSMA01247N/APCGENERAL OPERATIONS$100,000
MERCY HOUSING CALIFORNIA
720 7TH STREETSACRAMENTOCA95814N/APCGENERAL OPERATIONS$125,000
METROPOLITAN OPERA
30 LINCOLN CENTERNEW YORKNY10023N/APCGENERAL OPERATIONS$400,000
MICHENER ART MUSEUM
138 SOUTH PINE STDOYLESTOWNPA18901N/APCGENERAL OPERATIONS$25,000
MIDDLEBURY COLLEGE
276 BICENTENNIAL WAYMIDDLEBURYVT05753N/APCSPECIAL PROJECT$333,333
MISSOURI ABORTION FUND
PO BOX 32034ST LOUISMO63132N/APCGENERAL OPERATIONS$20,000
MOJAVE DESERT LAND TRUST (MDLT)
60124 29 PALMS HIGHWAYJOSHUA TREECA92252N/APCGENERAL OPERATIONS$50,000
MOMA PS 1 (WAS PS-1 CONTEMPORARY ART CENTER)
11 WEST 53RD STREETNEW YORKNY10019N/APCSPECIAL PROJECT$175,000
MOVING TRADITIONS
8380 OLD YORK ROAD STE 4300ELKINS PARKPA19027N/APCGENERAL OPERATIONS$12,500
MPOWER SOCIAL ENTERPRISES LTD (VIA GIVE2ASIA)
2201 BROADWAY 4TH FLOOROAKLANDCA94612N/APCGENERAL OPERATIONS$375,000
MUSEUM OF THE AMERICAN REVOLUTION (WNATIONAL CENTER FOR)
383 MAIN AVENUE 5TH FLOORNORWALKCT06851N/APCGENERAL OPERATIONS$25,000
MUSEUM VIEWS LTD
2 PETER COOPER ROADNEW YORKNY10010N/APFGENERAL OPERATIONS (EXPENDITURE RESPONSIBILITY PERFORMED)$50,000
MUSO
PO BOX 103461PASADENACA91189N/APCGENERAL OPERATIONS$175,000
MYAGRO
131 7TH AVENUE 160NEW YORKNY10011N/APCGENERAL OPERATIONS$150,000
NAKED ANGELS THEATRE COMPANY
218 N 7TH STREET APT 2LBROOKLYNNY11211N/APCGENERAL OPERATIONS$40,000
NAMATI
1710 RHODE ISLAND AVENUE NW STE 900WASHINGTONDC20036N/APCGENERAL OPERATIONS$75,000
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STNANTUCKETMA02554N/APCGENERAL OPERATIONS$50,000
NATIONAL ABORTION FEDERATION
1090 VERMONT AVE NWWASHINGTONDC20005N/APCSPECIAL PROJECT$45,000
NATIONAL CONSTITUTION CENTER
INDEPENDENCE MALL 525 ARCH STREETPHILADELPHIAPA19106N/APCGENERAL OPERATIONS$750,000
NATIONAL PRESS CLUB JOURNALISM INST
529 14TH STREET NW 13TH FLOORWASHINGTONDC20045N/APCGENERAL OPERATIONS$20,000
NATIONAL REDISTRICTING FOUNDATION
1440 G STREET NW STE 8208WASHINGTONDC20005N/APCGENERAL OPERATIONS$125,000
NAUMBURG ORCHESTRAL CONCERTS
830 FIFTH AVENUENEW YORKNY10065N/APCGENERAL OPERATIONS$12,500
NEIGHBORHOOD COALITION FOR SHELTER INC
50 BROADWAY STE 1301NEW YORKNH10004N/APCGENERAL OPERATIONS$37,500
NEW 42ND STREET
229 W 42ND STREETNEW YORKNY10036N/APCGENERAL OPERATIONS$300,000
NEW ALTERNATIVES FOR CHILDREN INC
37 WEST 26TH STREETNEW YORKNY10010N/APCGENERAL OPERATIONS$50,000
NEW ART PUBLICATIONS
80 HANSON PLBROOKLYNNY11217N/APCGENERAL OPERATIONS$50,000
NEW MUSEUM OF CONTEMPORARY ART
235 BOWERYNEW YORKNY10002N/APCGENERAL OPERATIONS$50,000
NEW YORK CITY CENTER INC(WAS CITY CENTER 55TH ST)
131 W 55TH STNEW YORKNY10019N/APCGENERAL OPERATIONS$37,500
NEW YORK RESTORATION PROJECT
254 WEST 31ST STREET 10TH FLOORNEW YORKNY10001N/APCGENERAL OPERATIONS$75,000
NEW YORK SHAKESPEARE FESTIVAL (THE PUBLIC THEATER)
425 LAFAYETTE STREETNEW YORKNY10003N/APCGENERAL OPERATIONS$50,000
NEW YORK STAGE AND FILM CO
214 WEST 29TH STREET STE 1001NEW YORKNY10001N/APCGENERAL OPERATIONS$25,000
NEWARK MUSEUM
49 WASHINGTON STNEWARKNJ07102N/APCSPECIAL PURPOSE$20,000
NEWS LITERACY PROJECT
5335 WISCONSIN AVE NW SUITE 440WASHINGTONDC20015N/APCGENERAL OPERATIONS$50,000
NOORA HEALTH
2443 FILLMORE ST 380 PMB 3203SAN FRANCISCOCA94115N/APCGENERAL OPERATIONS$250,000
ONE ACRE FUND
81 PROSPECT STREET BROOKLYN NYBROOKLYNNY11201N/APCSPECIAL PROJECT$250,00011201
ONEJUSTICE
433 CALIFORNIA ST STE 815SAN FRANCISCOCA94104N/APCSPECIAL PURPOSE$50,000
OPEN DOOR LEGAL
60 OCEAN AVENUESAN FRANCISCOCA94112N/APCGENERAL OPERATIONS$50,000
OPERA COMPANY OF PHILADELPHIA
ACADEMY HOUSE 1420 LOCUST STREETPHILADELPHIAPA19102N/APCSPECIAL PROJECT$350,000STE 210
PACIFIC INST FOR STUDIES IN DEVELOPMENTENVIRONSECURITY
654 13TH STREET PRESERVATION PARKOAKLANDCA94612N/APCGENERAL OPERATIONS$125,000
PARK AVENUE ARMORY (SEVENTH REG ARM CONS INC)
643 PARK AVENUENEW YORKNY10065N/APCGENERAL OPERATIONS$25,000
PARRISH ART MUSEUM
279 MONTAUK HIGHWAYWATERMILLNY11976N/APCGENERAL OPERATIONS$25,000
PECONIC LAND TRUST
296 HAMPTON ROAD PO BOX 1776SOUTHAMPTONNY11969N/APCSPECIAL PROJECT$50,000
PEER HEALTH EXCHANGE
55 EXCHANGE PLACE STE 405NEW YORKNY10005N/APCGENERAL OPERATIONS$350,000
PEN AMERICAN CENTER - READERS & WRITERS PROGRAM
588 BROADWAY STE 303NEW YORKNY10012N/APCSPECIAL PROJECT$50,000
PENNSYLVANIA BALLET ASSOCIATION (DBA PHILADELPHIA BALLET)
323 N BROAD STPHILADELPHIAPA19107N/APCGENERAL OPERATIONS$75,000
PENNSYLVANIANS FOR MODERN COURTS
2 PENN CENTER STE 1140 1500 JOHN FPHILADELPHIAPA19102N/APCSPECIAL PROJECT$25,000KENNEDY BOULEVARD
PEOPLE'S LIGHT & THEATRE CO
39 CONESTOGA ROADMALVERNPA19355N/APCGENERAL OPERATIONS$25,000
PEOPLE'S THEATRE PROJECT INC
700 WEST 192ND ST SUITE 2NEW YORKNY10040N/APCGENERAL OPERATIONS$55,000
PHILADELPHIA FILM SOCIETY
1412 CHESTNUT STPHILADELPHIAPA19102N/APCGENERAL OPERATIONS$12,500
PHILADELPHIA JEWISH FILM MEDIA (FM GERSHMAN Y)
1613 WALNUT STREET 2ND FLOORPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$12,500
PHILADELPHIA MURAL ARTS ADVOCATES
1727 MOUNT VERNON STPHILADELPHIAPA19130N/APCGENERAL OPERATIONS$100,000
PLANNED PARENTHOOD KEYSTONE (WAS PP OF BUCKS COUNTY)
610 LOUIS DRIVEWARMINSTERPA18974N/APCGENERAL OPERATIONS$50,000
PLAYWORKS
100 W OXFORD ST STE E-3000PHILADELPHIAPA19122N/APCGENERAL OPERATIONS$250,000
PRINT CENTER NEW YORK (WAS INTERNATIONAL )
508 W 26TH STREETNEW YORKNY10001N/APCGENERAL OPERATIONS$15,000
PRINTED MATTER INC
231 11TH AVENEW YORKNY10001N/APCGENERAL OPERATIONS$30,000
PRO BONO PARTNERSHIP
300 LANIDEX PLAZAPARSIPPANYNJ07054N/APCGENERAL OPERATIONS$25,000
PROJECT HOME
122 5TH AVENUENEW YORKNY10011N/APCSPECIAL PROJECT$125,000
PROTECT DEMOCRACY PROJECT
20202 PENNSYLVANIA AVENUE NW 163WASHINGTONDC20006N/APCGENERAL OPERATIONS$80,000
PROVIDE
PO BOX 410164CAMBRIDGEMA02141N/APCGENERAL OPERATIONS$10,000
PUBLIC ART FUND
ONE EAST 53RD STNEW YORKNY10022N/APCSPECIAL PURPOSE$50,000
PUBLIC RIGHTS PROJECT
490 43RD STREET UNIT 115OAKLANDCA94609N/APCGENERAL OPERATIONS$25,000
QUEENS MUSEUM OF ART
NEW YORK CITY BUILDING FLUSHINGQUEENSNY11368N/APCGENERAL OPERATIONS$50,000MEADOWS CORONA PARK
REACH DIGITAL HEALTH (WAS PRAEKELT FDN)
N/APCSPECIAL PROJECT (FOREIGN EQUIVALENCY DETERMINATION - EXPENDITURE RESPONSIBILITY PERFORMED)$200,00050 SMITS ROAD DUNKELDJOHANNESBURGJOHANNESBURGSF
RECESS ACTIVITIES
46 WASHINGTON AVENUEBROOKLYNNY11205N/APCSPECIAL PROJECT$35,000
RECIDIVIZ
1655 PINE LANEPROVOUT84604N/APCGENERAL OPERATIONS$200,000
REPRODUCTIVE HEALTH ACCESS PROJECT
PO BOX 21191NEW YORKNY10025N/APCSPECIAL PURPOSE$50,000
RESEARCH FOR ACTION
100 S BROAD ST SUITE 7000PHILADELPHIAPA19110N/APCGENERAL OPERATIONS$50,000
RESOLVE PHILLY
699 RANSTEAD STPHILADELPHIAPA19106N/APCGENERAL OPERATIONS$40,000
RESTART AFRICA (KENYA)
N/APCSPECIAL PROJECT (FOREIGN EQUIVALENCY DETERMINATION - EXPENDITURE RESPONSIBILITY PERFORMED)$50,000LINDEN COTTAGE ASTLEYSHREWSBURY SHROPSHIRESHREWSBURY, SHROPUK
RIP MEDICAL
80 THEODORE FREMD AVENUERYENY10581N/APCGENERAL OPERATIONS$50,000
RIPIN (RI PARENT INFORMATION NETWORK)
300 JEFFERSON BOULEVARDWARWICKRI02888N/APCGENERAL OPERATIONS$60,000
ROCKET LEARNING
77 CITYPOINT 77 4TH AVEWALTHAMMA02453N/APCGENERAL OPERATIONS$250,000
ROUNDABOUT THEATRE COMPANY
227 W 42ND STNEW YORKNY10036N/APCSPECIAL PURPOSE$100,000
RUNNING START
1310 L STREET NW STE 820WASHINGTONDC20005N/APCGENERAL OPERATIONS$35,000
RXART
208 FORSYTH STREETNEW YORKNY10002N/APCGENERAL OPERATIONS$25,000
SAFE & SOUND (FORMERLY SF CHILD ABUSE PREV CTR)
1757 WALLER STREETSAN FRANCISCOCA94117N/APCSPECIAL PROJECT$100,000
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107N/APCGENERAL OPERATIONS$175,000
SAR HIGH SCHOOL
655 WEST 254TH STREETRIVERDALENY10471N/APCGENERAL OPERATIONS$50,000
SAVE THE BAY
300 FRANK H OGAWA PLAZA SUITE 10OAKLANDCA94612N/APCGENERAL OPERATIONS$25,000
SCHOOL OF AMERICAN BALLET
70 LINCOLN CENTER PLAZANEW YORKNY10023N/APCGENERAL OPERATIONS$75,000
SCHUYLKILL CENTER FOR ENVIRONMENTAL EDUCATION
8480 HAGYS MILL ROADPHILADELPHIAPA19128N/APCGENERAL OPERATIONS$25,000
SETTLEMENT MUSIC SCHOOL
PO BOX 63966PHILADELPHIAPA19147N/APCGENERAL OPERATIONS$75,000
SHE SHOULD RUN
80 M ST SE FL 1WASHINGTONDC20003N/APCGENERAL OPERATIONS$25,000
SIERRA CLUB FOUNDATION
2101 WEBSTER ST STE 1250OAKLANDCA94612N/APCSPECIAL PURPOSE$100,000
SKOWHEGAN
136 WEST 22ND STREETNEW YORKNY10011N/APCGENERAL OPERATIONS$50,000
SOHO REP
46 WALKER STNEW YORKNY10013N/APCGENERAL OPERATIONS$75,000
SPACE ON RYDER FARM
PO BOX 307NORTH SALEMNY10560N/APCGENERAL OPERATIONS$30,000
SUMMER SEARCH
101 HOWARD STREET STE 250SAN FRANCISCOCA94105N/APCGENERAL OPERATIONS$50,000
SUPPORT CENTER FOR CHILD ADVOCATES INC
ONE PENN CENTER 1617 JOHN F KENNEDYPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$150,000BLVD 1200
SURFRIDER FOUNDATION
PO BOX 193652SAN FRANCISCOCA94119N/APCGENERAL OPERATIONS$30,000
SWORDS TO PLOWSHARES
401 VAN NESS AVENUE STE 313SAN FRANCISCOCA94102N/APCMIXED PURPOSE$250,000
TEATRO GRATTACIELO
209 40TH STREET APT 3BUNION CITYNJ07087N/APCGENERAL OPERATIONS$50,000
TEN STRANDS
PO BOX 150869SAN RAFAELCA94915N/APCGENERAL OPERATIONS$50,000
TERRIFIC INC
1222 T STREET NWWASHINGTONDC20009N/APCGENERAL OPERATIONS$25,000
THACHER SCHOOL
5025 THACHER ROADOJAICA93023N/APCSPECIAL PROJECT$75,000
THE 19TH NEWS
1201 BARBARA JORDAN BLVD SUITE 700AUSTINTX78723N/APCGENERAL OPERATIONS$50,0001188
THE BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PARKWAYPHILADELPHIAPA19130N/APCGENERAL OPERATIONS$350,000
THE CITY KIDS FOUNDATION
601 W 26TH ST STE 325NEW YORKNY10001N/APCGENERAL OPERATIONS$30,000
THE END FUND
2 PARK AVE FL 18NEW YORKNY10016N/APCSPECIAL PROJECT$200,000
THE FIRST TEE OF GREATER PHILADELPHIA
800 WALNUT LANEPHILADELPHIAPA19128N/APCGENERAL OPERATIONS$25,000
THE FORWARD ASSOCIATION
125 MAIDEN LANE 8TH FLOORNEW YORKNY10038N/APCGENERAL OPERATIONS$325,000
THE FULLER PROJECT FOR INTERNATIONAL REPORTING
712 H ST PMB 37WASHINGTONDC20002N/APCGENERAL OPERATIONS$150,000
THE JERUSALEM FOUNDATION INC
420 LEXINGTON AVE 1645NEW YORKNY10170N/APCGENERAL OPERATIONS$500,000
THE JUILLIARD SCHOOL
60 LINCOLN CENTER PLAZANEW YORKCA10023N/APCSPECIAL PROJECT$25,000
THE MARSHALL PROJECT
156 WEST 56TH STREET STE 701NEW YORKNY10019N/APCGENERAL OPERATIONS$150,000
THE ROGOSIN INSTITUTE AT NY HOSPITAL CORNELL MED CTR
430 E 71ST STNEW YORKNY10021N/APCGENERAL OPERATIONS$33,000
THE STUDIO MUSEUM IN HARLEM
144 WEST 125TH STREETNEW YORKNY10027N/APCGENERAL OPERATIONS$100,000
THE TRUST FOR PUBLIC LAND
2441 N FIRELANE ROADSOUTHAMPTONNY08088N/APCSPECIAL PURPOSE$250,000
THE WILDERNESS SOCIETY
1615 M STREET NWWASHINGTONDC20036N/APCGENERAL OPERATIONS$200,000
THEATER DEVELOPMENT FUND INC
520 EIGHTH AVE SUITE 801NEW YORKNY10018N/APCGENERAL OPERATIONS$225,000
TIDEPOOL PROJECT
555 BRYANT STREET 429PALO ALTOCA94301N/APCGENERAL OPERATIONS$300,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET STE 850SAN FRANCISCOCA94104N/APCGENERAL OPERATIONS$750,000
TRICKLE UP PROGRAM INC
104 WEST 27TH STREET 12TH FLOORNEW YORKNY10001N/APCSPECIAL PROJECT$100,000
TRIPLE CANOPY
12018 SUNRISE VALLEY DR STE 140RESTONVA20191N/APCGENERAL OPERATIONS$20,000
TYPE MEDIA CENTER
116 EAST 16TH STREET 8TH FLOORNEW YORKNY10003N/APCSPECIAL PROJECT$50,000
UC BERKLEY FOUNDATION (CAMERON INSTITUTE)
1995 UNIVERSITY AVENUE STE 401BERKLEYCA94704N/APCGENERAL OPERATIONS$33,000
UNIONDOCS
322 UNION AVE STE 1BROOKLYNNY11211N/APCGENERAL OPERATIONS$225,000
UNITED STATES SQUASH RACQUETS ASSOCIATION INC
PO BOX 38610PHILADELPHIAPA19104N/APCGENERAL OPERATIONS$150,000
UNIVERSITY OF DELAWARE - WEINBERG CENTER
103 ALFRED LERNER HAL 20 ORCHARDNEWARKDE19716N/APCGENERAL OPERATIONS$25,000ROAD
UNIVERSITY OF VIRGINIA SCHOOL OF LAW
580 MASSIE RDCHARLOTTESVILLEVA22903N/APCGENERAL OPERATIONS$500,000
UPSOLVE
150 COURT ST 2ND FLBROOKLYNNY11201N/APCGENERAL OPERATIONS$125,000
UPSTREAM
PO BOX 83346WOBURNMA01813N/APCGENERAL OPERATIONS$250,000
VENTURE FOR AMERICA
40 WEST 29TH STREET STE 301NEW YORKNY10001N/APCSPECIAL PROJECT$150,000
VOLUNTEERS OF LEGAL SERVICE INC
40 WORTH STREET STE 820NEW YORKNY10013N/APCGENERAL OPERATIONS$50,000
WALNUT STREET THEATRE
825 WALNUT STPHILADELPHIAPA19107N/APCGENERAL OPERATIONS$12,500
WATERFRONT ALLIANCE
256 W 36TH ST 11TH FLOORNEW YORKNY10018N/APCSPECIAL PROJECT$30,000
WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
101 S INDEPENDENCE MI EPHILADELPHIAPA19106N/APCGENERAL OPERATIONS$50,000
WHYY INC
150 N 6TH STPHILADELPHIAPA19106N/APCSPECIAL PURPOSE$200,000
WILMA THEATER
265 S BROAD STPHILADELPHIAPA19107N/APCGENERAL OPERATIONS$37,500
WILSON (WOODROW) INTERNATIONAL CENTER FOR SCHOLARS
1300 PENNSYLVANIA AVE NWWASHINGTONDC20004N/APCGENERAL OPERATIONS$50,000
WOMEN'S MEDICAL FUND
PO BOX 248MADISONWI53701N/APCGENERAL OPERATIONS$25,000
WOOLLY MAMMOTH THEATER CO
641 D STREET NWWASHINGTONDC20004N/APCGENERAL OPERATIONS$50,000
WORLD PRESS PHOTO FOUNDATION
1401 17TH STREET NW 904WASHINGTONDC20036N/APCGENERAL OPERATIONS (EXPENDITURE RESPONSIBILITY$35,000
WP THEATER (THE WOMEN'S PROJECT AND PRODUCTIONS INC)
55 WEST END AVENUENEW YORKNY10023N/APCGENERAL OPERATIONS$15,000
WRRAP - WOMEN'S REPRODUCTIVE RIGHTS ASSISTANCE PROJECT
2633 LINCOLN BLVD 338SANTA MONICACA90405N/APCGENERAL OPERATIONS$125,000
YALE LAW SCHOOL
PO BOX 208215NEW HAVENCT06520N/APCSPECIAL PROJECT$800,000
YALE SCHOOL OF ORGANIZATION AND MANAGEMENT
165 WHITNEY PO BOX 208200NEW HAVENCT06511N/APCSPECIAL PROJECT$500,000
YEAR UP
1420 PINE STREETPHILADELPHIAPA19102N/APCGENERAL OPERATIONS$250,000
YESHIVA UNIVERSITY
50 WEST 185TH STREETNEW YORKNY10033N/APCGENERAL OPERATIONS$50,000
YOUNGARTS
2100 BISCAYNE BLVDMIAMIFL33137N/APCGENERAL OPERATIONS$50,000
CPAWS (CANADIAN PARKS AND WILDERNESS SOCIETY)
N/APCGENERAL OPERATIONS (EXPENDITURE RESPONSIBILITY PERFORMED)$100,000600 100 GLOUCESTER STREETOTTAWAOTTAWACA
FRIENDS OF RAISING THE VILLAGE INC
N/APCGENERAL OPERATIONS (EXPENDITURE RESPONSIBILITY PERFORMED)$50,000720 BATHURST STREETTORONTOTORONTOCA
TERRE DES HOMMES
N/APCGENERAL OPERATIONS (EXPENDITURE RESPONSIBILITY PERFORMED)$175,000AVENUE DE MONTCHOISI 15 CH-1006LAUSANNELAUSANNESZ
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,917,333TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (86 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
52ND STREET PROJECT
789 10TH AVENUENEW YORKNY10019N/APCGENERAL OPERATIONS$30,000
A BREEZE OF HOPE FOUNDATION
PO BOX 148ESSINGTONPA19029N/APCGENERAL OPERATIONS$10,000
AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL CENTER
1040 AVENUE OF THE AMERICASNEW YORKNY10018N/APCGENERAL OPERATIONS$75,000
AMERICAN JOURNALISM PROJECT
6218 GEORGIA AVENUE NW STE 1-599WASHINGTONDC20011N/APCGENERAL OPERATIONS$500,000
AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS
6-8 CHARLTON STREETPRINCETONNJ08540N/APCSPECIAL PURPOSE$100,000
ANTI-DEFAMATION LEAGUE (ADL)
PO BOX 54646PHILADELPHIAPA19148N/APCSPECIAL PROJECT$250,000
ARDEN THEATRE CO
40 N 2ND STREETPHILADELPHIAPA19106N/APCGENERAL OPERATIONS$25,000
BAY AREA DISCOVERY MUSEUM
FORT BAKER 557 MCREYNOLDS ROADSAUSALITOCA94965N/APCSPECIAL PROJECT$50,000
BEHIND THE BOOK
216 WEST 135 STREET GROUND FLOORNEW YORKNY10030N/APCGENERAL OPERATIONS$15,000
BREAST CANCER RESEARCH FOUNDATION
28 W 44TH ST 609NEW YORKNY10036N/APCGENERAL OPERATIONS$100,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRIVE GOLDENSAN FRANCISCOCA94118N/APCGENERAL OPERATIONS$100,000GATE PARK
CAMP KESEM
10586 W PICO BOULEVARD 196LOS ANGELESCA90064N/APCGENERAL OPERATIONS$50,000
CARNEGIE HALL
881 7TH AVENUENEW YORKNY10019N/APCSPECIAL PURPOSE$500,000
CATHEDRAL CHURCH OF ST JOHN THE DIVINE
1047 AMSTERDAM AVENUENEW YORKNY10025N/APCSPECIAL PURPOSE$50,000
CENTER FOR FICTION
15 LAFAYETTE AVENUEBROOKLYNNY11217N/APCGENERAL OPERATIONS$20,000
CHAMBER ORCHESTRA OF PHILADELPHIA (CONCERTO SOLOISTS)
1520 LOCUST STPHILADELPHIAPA19102N/APCGENERAL OPERATIONS$75,000
CHILDREN'S MUSEUM OF THE ARTS
103 CHARLTON STREETNEW YORKNY10014N/APCGENERAL OPERATIONS$50,000
CHINATI FOUNDATION
1 CAVALRY ROWMARFATX79843N/APCGENERAL OPERATIONS$50,000
CITY UNIVERSITY OF NEW YORK
35 WEST 67TH STREETNEW YORKNY10023N/APCSPECIAL PROJECT$500,000
CONSUMER BANKRUPTCY ASSISTANCE PROJECT (CBAP)
718 ARCH STREET SUITE 300NPHILADELPHIAPA19106N/APCGENERAL OPERATIONS$12,500
CREATIVE TIME
59 E 4TH ST 6TH FLNEW YORKNY10003N/APCGENERAL OPERATIONS$50,000
DISCOUNT ON PRESENT VALUE
375 PARK AVENUE SUITE 1602NEW YORKNY10152N/APCSPECIAL PURPOSE-$201,907
EARLY MUSIC FOUNDATION
50 CALIFORNIA STREET STE 500SAN FRANCISCOCA94111N/APCGENERAL OPERATIONS$12,500
ENVIRONMENTAL TRAVELING COMPANIONS
2 MARINA BLVD C385SAN FRANCISCOCA94123N/APCGENERAL OPERATIONS$35,000
FREE LIBRARY OF PHILADELPHIA FOUNDATION
1901 VINE STPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$75,000
FRIENDS OF THE HIGH LINE
820 WASHINGTON STREETNEW YORKNY10014N/APCGENERAL OPERATIONS$100,000
FUND FOR THE CITY OF NEW YORK - PROMISE PROJECT
121 AVENUE OF AMERICAS 6TH FLOORNEW YORKNY10013N/APCGENERAL OPERATIONS$50,000
GEISINGER HEALTH SYSTEM FOUNDATION
100 N ACADEMY AVEDANVILLEPA17822N/APCSPECIAL PROJECT$300,000
GIRL SCOUT COUNCIL OF GREATER NEW YORK
40 WALL ST STE 708NEW YORKNY10005N/APCSPECIAL PURPOSE$80,000
HAITI CARDIAC ALLIANCE
47 MAPLE STREET 213BURLINGTONVT05401N/APCGENERAL OPERATIONS$100,000
HEIGHTS PHILADELPHIA (WAS PHILADELPHIA FUTURES FOR YOUTH)
123 SOUTH BROAD STREETPHILADELPHIAPA19109N/APCGENERAL OPERATIONS$200,000
INTERNATIONAL STUDIO & CURATORIAL PROGRAM
1040 METROPOLITAN AVEBROOKLYNNY11211N/APCGENERAL OPERATIONS$50,000
ISRAEL ELWYN (WAS JERUSALEM ELWYN)
N/APCSPECIAL PURPOSE$100,00020 HENRIETTA SZOLDJERUSALEMJERUSALEMIS96502
JACOB BURNS FILM CENTER
405 MANVILLE ROADPLEASANTVILLENY10570N/APCGENERAL OPERATIONS$50,000
JUVENILE LAW CENTER
1800 JFK BLVD 1900BPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$250,000
LEGAL SERVICES FOR CHILDREN
1254 MARKET STREET 3RD FLOORSAN FRANCISCOCA94102N/APCGENERAL OPERATIONS$100,000
MANN CENTER FOR THE PERFORMING ARTS
123 S BROAD STREET STE 815PHILADELPHIAPA19109N/APCSPECIAL PROJECT$167,000
MERCY HOUSING CALIFORNIA
720 7TH STREETSACRAMENTOCA95814N/APCGENERAL OPERATIONS$125,000
MIDDLEBURY COLLEGE
276 BICENTENNIAL WAYMIDDLEBURYVT05753N/APCSPECIAL PROJECT$333,334
MUSEUM OF THE AMERICAN REVOLUTION (WNATIONAL CENTER FOR)
383 MAIN AVENUE 5TH FLOORNORWALKCT06851N/APCGENERAL OPERATIONS$25,000
NANTUCKET CONSERVATION FOUNDATION ASSN
PO BOX 13NANTUCKETMA02554N/APCGENERAL OPERATIONS$500,000
NATIONAL PRESS CLUB JOURNALISM INST
529 14TH STREET NW 13TH FLOORWASHINGTONDC20045N/APCGENERAL OPERATIONS$20,000
NAUMBURG ORCHESTRAL CONCERTS
830 FIFTH AVENUENEW YORKNY10065N/APCGENERAL OPERATIONS$12,500
NEW ART PUBLICATIONS
80 HANSON PLBROOKLYNNY11217N/APCGENERAL OPERATIONS$50,000
NEW MUSEUM OF CONTEMPORARY ART
235 BOWERYNEW YORKNY10002N/APCGENERAL OPERATIONS$25,000
NEW YORK CITY CENTER INC(WAS CITY CENTER 55TH ST)
131 W 55TH STNEW YORKNY10019N/APCGENERAL OPERATIONS$37,500
NEW YORK RESTORATION PROJECT
254 WEST 31ST STREET 10TH FLOORNEW YORKNY10001N/APCGENERAL OPERATIONS$75,000
NEW YORK SHAKESPEARE FESTIVAL (THE PUBLIC THEATER)
425 LAFAYETTE STREETNEW YORKNY10003N/APCGENERAL OPERATIONS$50,000
NEWARK MUSEUM
49 WASHINGTON STREETNEWARKNJ07102N/APCSPECIAL PURPOSE$40,000
ONEJUSTICE
433 CALIFORNIA ST STE 815SAN FRANCISCOCA94104N/APCSPECIAL PURPOSE$50,000
PEER HEALTH EXCHANGE
55 EXCHANGE PLACE STE 405NEW YORKNY10005N/APCGENERAL OPERATIONS$150,000
PENNSYLVANIA BALLET ASSOCIATION (DBA PHILADELPHIA BALLET)
323 N BROAD STPHILADELPHIAPA19107N/APCGENERAL OPERATIONS$75,000
PENNSYLVANIANS FOR MODERN COURTS
2 PENN CENTER STE 1140 1500 JOHN FPHILADELPHIAPA19102N/APCSPECIAL PROJECT$25,000KENNEDY BOULEVARD
PEOPLE'S LIGHT & THEATRE CO
39 CONESTOGA ROADMALVERNPA19355N/APCGENERAL OPERATIONS$25,000
PHILADELPHIA FILM SOCIETY
1412 CHESTNUT STPHILADELPHIAPA19102N/APCGENERAL OPERATIONS$12,500
PHILADELPHIA MURAL ARTS ADVOCATES
1727 MOUNT VERNON STPHILADELPHIAPA19130N/APCGENERAL OPERATIONS$100,000
PRINTED MATTER INC
231 11TH AVENEW YORKNY10001N/APCGENERAL OPERATIONS$30,000
PRO BONO PARTNERSHIP
300 LANIDEX PLAZAPARSIPPANYNJ07054N/APCGENERAL OPERATIONS$25,000
PUBLIC ART FUND
ONE EAST 53RD STNEW YORKNY10022N/APCSPECIAL PURPOSE$50,000
PUBLIC RIGHTS PROJECT
490 43RD STREET UNIT 115OAKLANDCA94609N/APCGENERAL OPERATIONS$25,000
RECESS ACTIVITIES
46 WASHINGTON AVENUEBROOKLYNNY11205N/APCSPECIAL PROJECT$35,000
REPRODUCTIVE HEALTH ACCESS PROJECT
PO BOX 21191NEW YORKNY10025N/APCSPECIAL PURPOSE$50,000
RIP MEDICAL
80 THEODORE FREMD AVENUERYENY10581N/APCGENERAL OPERATIONS$50,000
ROUNDABOUT THEATRE COMPANY
227 W 42ND STNEW YORKNY10036N/APCSPECIAL PURPOSE$100,000
RXART
208 FORSYTH STREETNEW YORKNY10002N/APCGENERAL OPERATIONS$25,000
SHE SHOULD RUN
80 M ST SE FL 1WASHINGTONDC20003N/APCGENERAL OPERATIONS$25,000
SIERRA CLUB FOUNDATION
2101 WEBSTER ST STE 1250OAKLANDCA94612N/APCSPECIAL PURPOSE$100,000
SUPPORT CENTER FOR CHILD ADVOCATES INC
ONE PENN CENTER 1617 JOHN F KENNEDYPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$150,000BLVD 1200
SURFRIDER FOUNDATION
PO BOX 193652SAN FRANCISCOCA94119N/APCGENERAL OPERATIONS$30,000
TEN STRANDS
PO BOX 150869SAN RAFAELCA94915N/APCGENERAL OPERATIONS$50,000
THACHER SCHOOL
5025 THACHER ROADOJAICA93023N/APCSPECIAL PROJECT$150,000
THE FORWARD ASSOCIATION
125 MAIDEN LANE 8TH FLOORNEW YORKNY10038N/APCGENERAL OPERATIONS$250,000
THE FULLER PROJECT FOR INTERNATIONAL REPORTING
712 H ST PMB 37WASHINGTONDC20002N/APCGENERAL OPERATIONS$50,000
THE TRUST FOR PUBLIC LAND
2441 N FIRELANE ROADSOUTHAMPTONNY08088N/APCSPECIAL PURPOSE$750,000
TRIPLE CANOPY
12018 SUNRISE VALLEY DR STE 140RESTONVA20191N/APCGENERAL OPERATIONS$20,000
UC BERKLEY FOUNDATION (CAMERON INSTITUTE)
1995 UNIVERSITY AVENUE STE 401BERKLEYCA94704N/APCGENERAL OPERATIONS$67,000
UNIONDOCS
322 UNION AVE STE 1BROOKLYNNY11211N/APCGENERAL OPERATIONS$125,000
UNITED STATES SQUASH RACQUETS ASSOCIATION INC
PO BOX 38610PHILADELPHIAPA19104N/APCGENERAL OPERATIONS$150,000
UPSOLVE
150 COURT ST 2ND FLBROOKLYNNY11201N/APCGENERAL OPERATIONS$125,000
UPSTREAM
PO BOX 83346WOBURNMA01813N/APCGENERAL OPERATIONS$250,000
VOLUNTEERS OF LEGAL SERVICE INC
40 WORTH STREET STE 820NEW YORKNY10013N/APCGENERAL OPERATIONS$50,000
WALNUT STREET THEATRE
825 WALNUT STPHILADELPHIAPA19107N/APCGENERAL OPERATIONS$12,500
WHYY INC
150 N 6TH STPHILADELPHIAPA19106N/APCSPECIAL PURPOSE$200,000
WILMA THEATER
265 S BROAD STPHILADELPHIAPA19107N/APCGENERAL OPERATIONS$37,500
YESHIVA UNIVERSITY
50 WEST 185TH STREETNEW YORKNY10033N/APCGENERAL OPERATIONS$50,000
TERRE DES HOMMES
N/APCGENERAL OPERATIONS$175,000AVENUE DE MONTCHOISI 15 CH-1006LAUSANNELAUSANNESZ
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$9,017,927TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$171,917ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,798,277ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Exclusion14ExclusionCd
Exclusion$3,259,619ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,217,717ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Exclusion$246,236ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$24,693,766ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,693,766TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementMISC. INCOME USED IN FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONDON O'MEARA MCGINTY & DONNELLY LLP - AUDIT & TAX SERVICES$60,400$30,200$42,184
THOMAS & ASSOCIATES CPA PC - BOOKKEEPING$46,158$23,079$32,237

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyASSETPropertyDesc
Acquired2023-01-01AcquiredDt
Cost Or Other Basis$18,216CostOrOtherBasisAmt
Computation MethodSLComputationMethodTxt
Life1.000000000000LifeRt
Current Year Expense$18,216CurrentYearExpenseAmt
Net Investment Income$0NetInvestmentIncomeAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCd
MUSEUM VIEWS
2 PETER COOPER ROADNEW YORKNY100102023-09-27$50,000UNRESTRICTED$50,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.
TERRE DES HOMMES
2023-10-30$175,000PROJECT TO BUILD DIGITAL PLATFORM TO IMPROVE HEALTH QUALITY AND OUTCOMES FOR HEALTH CENTERS IN KARNATAKA, INDIA.$175,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.AVENUE DE MONTCHOISI 15 CH-106LAUSANNELAUSANNESZ
DRAPER RICHARDS KAPLAN FOUNDATION
1600 EL CAMINO RAL SUITE 155MENLO PARKCA940252023-12-01$200,000STRENGTHENING THEIR CAPACITY TO IDENTIFY AND SUPPORT SOCIAL ENTREPRENEURS USING MOBILE DIGITAL TOOLS AS PRIMARY TOOL TO DRIVE IMPACT AT SCALE.$200,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.
CPAWS
2023-05-26$100,000UNRESTRICTED$100,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.600 100 GLOUCESTER STREETOTTAWAOTTAWACA
FRIENDS OF RAISING THE VILLAGE INC
2023-05-26$50,000UNRESTRICTED$50,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.212 KING STREET WEST 6TH FLTORONTOONTARIOCA
ISRAEL ELWYN
2023-03-18$100,000EARLY INTERVENTION CENTERS$100,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.8 GRUNWALD STREETJERUSALEMJERUSALEMIS
RESTART AFRICA
2023-04-05$50,000UNRESTRICTED$50,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.GILGILGILGILGILGILKE
FAMILY EMPOWERMENT MEDIA
2023-12-01$100,000FEM USES RADIO PROGRAMS AND WHATSAPP IN AFRICA TO IMPROVE UPTAKE OF FAMILY PLANNING. VERY HIGH SROI IN EARLY TESTS. GRANT WILL SUPPORT TESTS OF NEW DIGITAL TOOLS. NIGERIA IS MAIN MARKET.$100,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.THE LINEN HOUSE 253 KILBURN LANELONDONLONDONUK
ISRAEL ELWYN
2023-12-01$100,000EMERGENCY FUND$100,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.8 GRUNWALD STREETJERUSALEMJERUSALEMIS
WORLD PRESS PHOTO USA FOUNDATION
2023-09-27$35,000UNRESTRICTED$35,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.POLONCEAU-KADE 20AMSTERDAMAMSTERDAMNL
REACH DIGITAL HEALTH
2023-05-26$200,000IMPROVE IMPACT OF MOMCONNECT - A SMART CHATBOT FOR MATERNAL AND CHILD HEALTH.$200,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.50 SMITS ROADJOHANNESBURGJOHANNESBURGSF

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN CHASE BANK, N.A.$169,810,988$169,810,988
SELECT EQUITY GROUP, L.P.$22,090,020$22,090,020
JP MORGAN CHASE BANK, N.A.$214,031,938$214,031,938

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$123,585,248StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$123,585,248StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOLDEN GATE CAPITALFMV$32,554,989$32,554,989
SYCAMORE PARTNERSFMV$5,932,868$5,932,868
SYCAMORE PARTNERS IIFMV$14,338,583$14,338,583
WEBSTER CAPITAL IIIFMV$79,850$79,850
COATUE GROWTH FUND VFMV$14,055,796$14,055,796
GREAT JONES FUNDFMV$53,909,535$53,909,535
ETON PARK OVERSEAS FUND LTDFMV$657$657
TPG PUBLIC EQUITY FUNDFMV$1$1
WEBSTER CAPITAL IVFMV$16,586,312$16,586,312
SYCAMORE PARTNERS IIIFMV$30,902,811$30,902,811
WEBSTER CAPITAL VFMV$25,215,246$25,215,246

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemASSETCategoryOrItemTxt
Cost Or Other Basis$18,216CostOrOtherBasisAmt
Accumulated Depreciation$18,216AccumulatedDepreciationAmt
Book Value$0BookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryBALLARD SPAHR ANDREWS & INGERSOLL LLPCategoryTxt
Legal Fees$65LegalFeesAmt
Net Investment Income$65NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEREST & DIVIDEND RECEIVABLE$65,774$516,012$516,012
RIGHT-OF-USE ASSET - OPERATING LEASE$3,017,866$2,708,341$2,708,341

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXES-DEFERREDDesc
Amt$1,140,552Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE$84$0$84
POSTAGE$399$0$399
INSURANCE$42,517$21,259$28,597
OFFICE EXPENSES$44,010$0$44,010
PAYROLL SERVICE FEES$2,834$0$2,834
MAINTENANCE$2,208$0$2,208
MISCELLANEOUS EXPENSE$13,424$0$13,424
PARTNERSHIPS OTHER DEDUCTIONS$0$2,071,790$0
LESS:PART DEDUCT ATTRIB. TO$0-$4,183$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PARTNERSHIPS NET INCOME$3,259,619-$223,649$3,259,619
ADD: AMOUNT ATTRIBUTABLE TO UBI$0$258,039$0
MISCELLANEOUS INCOME$246,236$246,236

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN ON INVESTMENTS$82,051,123
UNREALIZED LOSS ON LIMITED PARTNERSHIPS$31,892,324

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED FEDERAL EXCISE TAXDesc
BOY Book Value$1,375,066BOYBookValueAmt
EOY Book Value$2,515,618EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODIAL FEES - JP MORGAN CHASE BANK, N.A.$58,215$58,215$0
INVESTMENT CONSULTING SERVICES$96,173$96,173$0
INVESTMENT MANAGEMENT FEES - EAGLE CAPITAL MANAGEMENT$1,121,373$1,121,373$0
INVESTMENT MANAGEMENT FEES - SELECT EQUITY GROUP, L.P.$383,548$383,548$0
PHILANTHROPIC ADVISORY & GRANT MAKING SERVICES$18,000$0$18,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PART. FOREIGN TAXES$0$3,896$0
FOREIGN TAXES WITHHELD$49,882$49,882$0
FEDERAL EXCISE TAXES-CURRENT$893,268$0$0