MALCOLM HEWITT WIENER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MALCOLM HEWITT WIENER FOUNDATION (EIN 13-3250321)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349106969
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T15:59:57-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 133250321 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MALCOLM HEWITT WIENER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MILLBURN RIDGEFIELD CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MALC | BusinessNameControlTxt |
| Phone | 2123327300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST 46TH STREET 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN WIENER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123327300 | PhoneNum |
| Signature | 2024-11-15 | 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 | GARRETT M HIGGINS CPA | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,673,729 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26,957 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,957 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $306,384 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $306,384 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,206,031 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,085,673 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,195,030 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$54,153 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$54,160 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,485,219 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,474,211 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,641 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,641 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,811 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,811 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $45,860 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $45,860 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67,832 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,832 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $170 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $170 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $491,591 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60,993 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $430,596 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $632,030 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,496 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $439,532 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,806,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,806,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,438,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,496 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,245,782 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,939 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,346,715 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $540,394 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $242,071 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $242,071 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,008,726 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,627,663 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,627,663 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,079,506 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,803,995 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,803,995 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $48,197 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,197 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $11,628,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,673,729 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,673,729 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,628,626 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,673,729 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,628,626 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,673,729 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,628,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,673,729 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,628,626 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,939 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,675,565 | SubtotalAmt |
| Other Decreases | $1,001,836 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,673,729 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (232 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300 MUELLER INDUSTRIES | P | 2018-10-23 | 2023-01-27 | $19,566 | $7,102 | $12,464 | $12,464 |
| 200 GREIF BROS | P | 2000-07-24 | 2023-02-15 | $14,325 | $2,832 | $11,493 | $11,493 |
| 400 AMC NETWORKS | P | 1996-09-03 | 2023-02-24 | $9,468 | $9,468 | $9,468 | |
| 1,000 AEROJET ROCKETDYNE HLDG | P | 2010-12-03 | 2023-02-24 | $56,089 | $5,218 | $50,871 | $50,871 |
| 150 CAVCO INDUSTRIES INC | P | 2004-05-25 | 2023-02-24 | $42,096 | $2,823 | $39,273 | $39,273 |
| 300 CRANE HOLDING COMPANY | P | 2012-04-25 | 2023-02-24 | $35,421 | $13,171 | $22,250 | $22,250 |
| 1,800 GRIFFON CORP | P | 2019-01-14 | 2023-02-24 | $65,648 | $22,437 | $43,211 | $43,211 |
| 130 INDUS REALTY TR INC | P | 2016-11-07 | 2023-02-24 | $8,614 | $3,905 | $4,709 | $4,709 |
| 70 INDUS REALTY TR INC | P | 2021-03-09 | 2023-02-24 | $4,638 | $4,386 | $252 | $252 |
| 600 A A R CORPORATION | P | 2020-03-16 | 2023-02-27 | $33,054 | $9,759 | $23,295 | $23,295 |
| 400 AMC NETWORKS | P | 1996-09-03 | 2023-02-27 | $9,458 | $9,458 | $9,458 | |
| 100 AMERICAN EXPRESS CO. | P | 2011-03-17 | 2023-02-27 | $17,363 | $4,314 | $13,049 | $13,049 |
| 150 AUTONATION INC. | P | 2001-05-18 | 2023-02-27 | $21,082 | $1,624 | $19,458 | $19,458 |
| 999 BAUSCH HEALTH COS INC | P | 2021-08-13 | 2023-02-27 | $9,371 | $27,453 | -$18,082 | -$18,082 |
| 1,001 BAUSCH HEALTH COS INC | P | 2021-09-27 | 2023-02-27 | $9,390 | $28,852 | -$19,462 | -$19,462 |
| 300 BORG WARNER AUTOMOTIVE | P | 2000-02-14 | 2023-02-27 | $15,053 | $1,251 | $13,802 | $13,802 |
| 300 CTS CORP | P | 2008-06-11 | 2023-02-27 | $13,083 | $3,277 | $9,806 | $9,806 |
| 30 CAVCO INDUSTRIES INC | P | 2004-05-25 | 2023-02-27 | $8,466 | $565 | $7,901 | $7,901 |
| 150 CHEVRON CORP | P | 2005-06-24 | 2023-02-27 | $24,412 | $9,302 | $15,110 | $15,110 |
| 200 COMCAST CORP CL A | P | 2002-03-11 | 2023-02-27 | $7,438 | $2,077 | $5,361 | $5,361 |
| 200 CRANE HOLDING COMPANY | P | 2012-04-25 | 2023-02-27 | $23,733 | $8,781 | $14,952 | $14,952 |
| 300 DANA HOLDING CORP | P | 2012-06-25 | 2023-02-27 | $4,747 | $3,748 | $999 | $999 |
| 1,500 DIEBOLD INC | P | 2019-01-11 | 2023-02-27 | $4,363 | $6,101 | -$1,738 | -$1,738 |
| 578 DISH NETWORK CORP | P | 2010-12-23 | 2023-02-27 | $7,560 | $11,144 | -$3,584 | -$3,584 |
| 1,222 DISH NETWORK CORP | P | 2011-01-03 | 2023-02-27 | $15,983 | $23,849 | -$7,866 | -$7,866 |
| 400 DUCOMMUN INC | P | 2019-01-11 | 2023-02-27 | $22,210 | $14,836 | $7,374 | $7,374 |
| 46 EASTERN COMPANY | P | 2019-02-12 | 2023-02-27 | $961 | $1,240 | -$279 | -$279 |
| 354 EASTERN COMPANY | P | 2019-02-14 | 2023-02-27 | $7,399 | $9,638 | -$2,239 | -$2,239 |
| 100 ECOLAB INC | P | 1992-07-15 | 2023-02-27 | $16,059 | $409 | $15,650 | $15,650 |
| 100 EDGEWELL PERS CARE CO | P | 2000-03-24 | 2023-02-27 | $4,308 | $2,034 | $2,274 | $2,274 |
| 150 EDGEWELL PERS CARE CO | P | 2021-09-27 | 2023-02-27 | $6,462 | $5,646 | $816 | $816 |
| 100 ENERGIZER HOLDINGS | P | 1992-12-01 | 2023-02-27 | $3,624 | $103 | $3,521 | $3,521 |
| 300 ENERGIZER HOLDINGS | P | 2000-03-24 | 2023-02-27 | $10,872 | $636 | $10,236 | $10,236 |
| 300 FLOWSERVE CORP | P | 2000-08-30 | 2023-02-27 | $10,531 | $1,850 | $8,681 | $8,681 |
| 200 FORTUNE BRANDS HOME & SECURITY INC | P | 2010-06-25 | 2023-02-27 | $12,392 | $1,614 | $10,778 | $10,778 |
| 500 FOX CORP CL A | P | 2019-03-19 | 2023-02-27 | $17,902 | $17,902 | $17,902 | |
| 300 GATX CORP | P | 2009-03-25 | 2023-02-27 | $32,953 | $6,025 | $26,928 | $26,928 |
| 200 GENERAL MILLS INC | P | 2006-08-28 | 2023-02-27 | $16,174 | $5,400 | $10,774 | $10,774 |
| 800 HH | P | 2000-07-24 | 2023-02-27 | $56,549 | $11,328 | $45,221 | $45,221 |
| 1,500 GRUPO TELEVISA SA | P | 2021-09-27 | 2023-02-27 | $7,693 | $17,541 | -$9,848 | -$9,848 |
| 200 ITT CORP | P | 2005-07-11 | 2023-02-27 | $18,150 | $3,861 | $14,289 | $14,289 |
| 100 INGERSOLL RAND INC. | P | 2019-03-19 | 2023-02-27 | $5,797 | $2,794 | $3,003 | $3,003 |
| 300 INTERPUBLIC GROUP CO., INC | P | 2014-07-08 | 2023-02-27 | $10,941 | $5,701 | $5,240 | $5,240 |
| 600 JOHNSON CONTROLS INC. | P | 1992-01-10 | 2023-02-27 | $37,733 | $2,137 | $35,596 | $35,596 |
| 300 KAMAN CORP | P | 2009-03-10 | 2023-02-27 | $7,636 | $3,099 | $4,537 | $4,537 |
| 800 LIBERTY BRAVES COMMON | P | 2019-01-14 | 2023-02-27 | $27,043 | $20,314 | $6,729 | $6,729 |
| 455 LIBERTY GLOBAL INC SERIES C | P | 2004-02-12 | 2023-02-27 | $9,906 | $2,650 | $7,256 | $7,256 |
| 200 LIBERTY GLOBAL INC SERIES C | P | 2004-08-23 | 2023-02-27 | $4,354 | $1,008 | $3,346 | $3,346 |
| 229 LIBERTY GLOBAL INC SERIES C | P | 2004-08-23 | 2023-02-27 | $4,986 | $1,198 | $3,788 | $3,788 |
| 416 LIBERTY GLOBAL INC SERIES C | P | 2013-01-17 | 2023-02-27 | $9,057 | $7,715 | $1,342 | $1,342 |
| 50 MADISON SQUARE GARDEN SPORTS CORP | P | 1997-01-13 | 2023-02-27 | $9,517 | $9,517 | $9,517 | |
| 300 MASTER BRANDS INC | P | 2010-06-25 | 2023-02-27 | $2,986 | $340 | $2,646 | $2,646 |
| 800 WARNER BROS DISCOVERY INC SER A | P | 1995-08-16 | 2023-02-27 | $12,690 | $622 | $12,068 | $12,068 |
| 200 WARNER BROS DISCOVERY INC SER A | P | 1995-08-16 | 2023-02-27 | $3,173 | $160 | $3,013 | $3,013 |
| 106 MARINE PRODUCTS CORP | P | 2011-02-09 | 2023-02-27 | $1,386 | $770 | $616 | $616 |
| 200 MARINE PRODUCTS CORP | P | 2011-09-01 | 2023-02-27 | $2,615 | $1,048 | $1,567 | $1,567 |
| 500 MODINE MANUFACTURING CO | P | 2020-11-11 | 2023-02-27 | $12,152 | $5,101 | $7,051 | $7,051 |
| 500 MODINE MANUFACTURING CO | P | 2021-08-17 | 2023-02-27 | $12,152 | $6,740 | $5,412 | $5,412 |
| 100 MOOG INC. | P | 1996-01-25 | 2023-02-27 | $10,137 | $529 | $9,608 | $9,608 |
| 1,200 MUELLER INDUSTRIES | P | 2018-10-23 | 2023-02-27 | $88,443 | $28,407 | $60,036 | $60,036 |
| 100 NOBILITY HOMES INC | P | 2004-05-24 | 2023-02-27 | $2,366 | $1,963 | $403 | $403 |
| 400 NOBILITY HOMES INC | P | 2004-05-25 | 2023-02-27 | $9,462 | $8,217 | $1,245 | $1,245 |
| 50 NORTHERN TRUST CORP | P | 2011-08-25 | 2023-02-27 | $4,715 | $1,873 | $2,842 | $2,842 |
| 400 OTTER TAIL CORP | P | 2020-09-29 | 2023-02-27 | $28,499 | $14,447 | $14,052 | $14,052 |
| 400 ORTHOFIX INT'L | P | 2009-01-06 | 2023-02-27 | $8,148 | $7,232 | $916 | $916 |
| 2,000 ROLLINS INC | P | 1999-11-11 | 2023-02-27 | $70,366 | $1,880 | $68,486 | $68,486 |
| 500 SCRIPPS E.W. CO OHIO | P | 2018-01-05 | 2023-02-27 | $6,388 | $7,686 | -$1,298 | -$1,298 |
| 400 SINCLAIR BROADCAST GRP INC CL A | P | 2021-08-12 | 2023-02-27 | $6,715 | $12,209 | -$5,494 | -$5,494 |
| 200 SONY CORP ADR NEW | P | 2014-09-04 | 2023-02-27 | $16,760 | $3,933 | $12,827 | $12,827 |
| 200 STATE STR CORP | P | 2011-01-04 | 2023-02-27 | $17,736 | $9,357 | $8,379 | $8,379 |
| 300 TEXTRON INC | P | 2013-09-11 | 2023-02-27 | $22,151 | $8,841 | $13,310 | $13,310 |
| 400 TEXTRON INC | P | 2013-10-08 | 2023-02-27 | $29,534 | $10,779 | $18,755 | $18,755 |
| 1,000 TWIN DISC INC | P | 2019-12-26 | 2023-02-27 | $10,612 | $9,969 | $643 | $643 |
| 600 US CELLULAR | P | 2002-12-02 | 2023-02-27 | $14,358 | $18,156 | -$3,798 | -$3,798 |
| 500 US CELLULAR | P | 2003-09-08 | 2023-02-27 | $11,965 | $14,454 | -$2,489 | -$2,489 |
| 306 PARAMOUNT GLOBAL CL A | P | 1997-05-05 | 2023-02-27 | $7,785 | $3,488 | $4,297 | $4,297 |
| 294 PARAMOUNT GLOBAL CL A | P | 2018-01-05 | 2023-02-27 | $7,480 | $16,507 | -$9,027 | -$9,027 |
| 499 BAUSCH HEALTH COS INC | P | 2021-09-27 | 2023-04-03 | $3,984 | $14,383 | -$10,399 | -$10,399 |
| 1,501 BAUSCH HEALTH COS INC | P | 2022-06-09 | 2023-04-03 | $11,983 | $13,106 | -$1,123 | -$1,123 |
| 1,000 BAUSCH HEALTH COS INC | P | 2022-06-28 | 2023-04-03 | $7,983 | $8,961 | -$978 | -$978 |
| 800 BANK OF AMERICA CORP | P | 2018-01-09 | 2023-04-03 | $22,928 | $24,292 | -$1,364 | -$1,364 |
| 400 BANK OF AMERICA CORP | P | 2020-11-02 | 2023-04-03 | $11,464 | $9,648 | $1,816 | $1,816 |
| 500 BANK OF NEW YORK MELLON | P | 2010-05-12 | 2023-04-03 | $22,653 | $15,473 | $7,180 | $7,180 |
| 600 BANK OF NEW YORK MELLON | P | 2011-08-26 | 2023-04-03 | $27,184 | $11,913 | $15,271 | $15,271 |
| 500 BORG WARNER AUTOMOTIVE | P | 2000-02-14 | 2023-04-03 | $24,380 | $2,085 | $22,295 | $22,295 |
| 170 CAVCO INDUSTRIES INC | P | 2004-05-25 | 2023-04-03 | $53,878 | $3,200 | $50,678 | $50,678 |
| 250 CHEVRON CORP | P | 2005-06-24 | 2023-04-03 | $42,402 | $15,504 | $26,898 | $26,898 |
| 1,000 CNH INDRUSTRIAL NV | P | 2018-07-11 | 2023-04-03 | $15,184 | $9,371 | $5,813 | $5,813 |
| 2,000 CNH INDRUSTRIAL NV | P | 2020-06-08 | 2023-04-03 | $30,368 | $14,410 | $15,958 | $15,958 |
| 2,000 CNH INDRUSTRIAL NV | P | 2020-09-29 | 2023-04-03 | $30,368 | $14,401 | $15,967 | $15,967 |
| 200 COCA-COLA COMPANY | P | 2006-08-28 | 2023-04-03 | $12,460 | $4,452 | $8,008 | $8,008 |
| 200 COMCAST CORP CL A | P | 2002-03-11 | 2023-04-03 | $7,649 | $2,077 | $5,572 | $5,572 |
| 400 CRANE HOLDING COMPANY | P | 2012-04-25 | 2023-04-03 | $45,233 | $17,562 | $27,671 | $27,671 |
| 600 DANA HOLDING CORP | P | 2012-06-25 | 2023-04-03 | $8,982 | $7,496 | $1,486 | $1,486 |
| 300 DENTSPLY SIRONA INC | P | 2003-06-16 | 2023-04-03 | $11,763 | $6,095 | $5,668 | $5,668 |
| 800 DEUTSCHE TELEKOM AG | P | 2000-03-03 | 2023-04-03 | $19,436 | $19,436 | $19,436 | |
| 600 DIEBOLD INC | P | 2019-01-11 | 2023-04-03 | $696 | $2,440 | -$1,744 | -$1,744 |
| 100 DUCOMMUN INC | P | 2019-01-11 | 2023-04-03 | $5,467 | $3,709 | $1,758 | $1,758 |
| 200 DUCOMMUN INC | P | 2020-04-29 | 2023-04-03 | $10,934 | $6,082 | $4,852 | $4,852 |
| 100 EASTERN COMPANY | P | 2019-02-14 | 2023-04-03 | $1,914 | $2,723 | -$809 | -$809 |
| 100 EASTERN COMPANY | P | 2021-09-27 | 2023-04-03 | $1,914 | $2,529 | -$615 | -$615 |
| 100 EASTERN COMPANY | P | 2021-10-01 | 2023-04-03 | $1,914 | $2,512 | -$598 | -$598 |
| 100 EASTERN COMPANY | P | 2021-10-05 | 2023-04-03 | $1,914 | $2,521 | -$607 | -$607 |
| 50 ECOLAB INC | P | 1992-07-15 | 2023-04-03 | $8,304 | $205 | $8,099 | $8,099 |
| 150 EDGEWELL PERS CARE CO | P | 2021-09-27 | 2023-04-03 | $6,454 | $5,646 | $808 | $808 |
| 200 ENERGIZER HOLDINGS | P | 2000-03-24 | 2023-04-03 | $6,939 | $424 | $6,515 | $6,515 |
| 100 ENERGIZER HOLDINGS | P | 2020-09-29 | 2023-04-03 | $3,470 | $3,980 | -$510 | -$510 |
| 600 FOX CORP CL A | P | 2019-03-19 | 2023-04-03 | $20,460 | $20,460 | $20,460 | |
| 200 GATX CORP | P | 2009-03-25 | 2023-04-03 | $21,889 | $4,017 | $17,872 | $17,872 |
| 100 GENERAL MILLS INC | P | 2006-08-28 | 2023-04-03 | $8,599 | $2,700 | $5,899 | $5,899 |
| 1,000 GRUPO TELEVISA SA | P | 2021-09-27 | 2023-04-03 | $5,270 | $11,694 | -$6,424 | -$6,424 |
| 50 HONEYWELL INTERNATIONAL | P | 2002-10-30 | 2023-04-03 | $9,599 | $1,158 | $8,441 | $8,441 |
| 100 ITT CORP | P | 2005-11-02 | 2023-04-03 | $8,621 | $1,924 | $6,697 | $6,697 |
| 180 LIBERTY GLOBAL INC SERIES A | P | 1983-05-03 | 2023-04-03 | $3,512 | $3,512 | $3,512 | |
| 240 LIBERTY GLOBAL INC SERIES A | P | 1983-05-03 | 2023-04-03 | $4,682 | $4,682 | $4,682 | |
| 44 LIBERTY GLOBAL INC SERIES A | P | 2002-12-02 | 2023-04-03 | $858 | $188 | $670 | $670 |
| 163 LIBERTY GLOBAL INC SERIES A | P | 2002-12-02 | 2023-04-03 | $3,180 | $534 | $2,646 | $2,646 |
| 373 LIBERTY GLOBAL INC SERIES A | P | 2004-02-12 | 2023-04-03 | $7,277 | $2,259 | $5,018 | $5,018 |
| 100 MGM RESORTS INTERNATIONAL | P | 2020-11-02 | 2023-04-03 | $4,436 | $2,060 | $2,376 | $2,376 |
| 102 MADISON SQUARE GARDEN ENTERTAINMENT CORP | P | 1997-01-13 | 2023-04-03 | $5,919 | $5,919 | $5,919 | |
| 172 MADISON SQUARE GARDEN ENTERTAINMENT CORP | P | 1996-09-03 | 2023-04-03 | $9,980 | $9,980 | $9,980 | |
| 2 MADISON SQUARE GARDEN SPORTS CORP | P | 1997-01-13 | 2023-04-03 | $389 | $389 | $389 | |
| 198 MADISON SQUARE GARDEN SPORTS CORP | P | 1996-09-03 | 2023-04-03 | $38,557 | $38,557 | $38,557 | |
| 139 MILLICOM INT'L | P | 2020-09-29 | 2023-04-03 | $2,599 | $3,305 | -$706 | -$706 |
| 261 MILLICOM INT'L | P | 2022-06-13 | 2023-04-03 | $4,881 | $4,529 | $352 | $352 |
| 500 MODINE MANUFACTURING CO | P | 2021-08-17 | 2023-04-03 | $11,485 | $6,740 | $4,745 | $4,745 |
| 200 MONDELEZ INT'L INC | P | 2010-03-17 | 2023-04-03 | $13,929 | $3,859 | $10,070 | $10,070 |
| 200 MOOG INC. | P | 1996-01-25 | 2023-04-03 | $20,094 | $1,058 | $19,036 | $19,036 |
| 200 MUELLER INDUSTRIES | P | 2018-10-23 | 2023-04-03 | $14,761 | $4,735 | $10,026 | $10,026 |
| 200 NATIONAL FUEL GAS CO | P | 2009-08-24 | 2023-04-03 | $11,527 | $9,321 | $2,206 | $2,206 |
| 100 NATIONAL FUEL GAS CO | P | 2010-10-25 | 2023-04-03 | $5,764 | $5,472 | $292 | $292 |
| 500 NOBILITY HOMES INC | P | 2004-05-25 | 2023-04-03 | $13,514 | $10,271 | $3,243 | $3,243 |
| 150 PNC FINANCIAL SERVICES GROUP | P | 2011-08-25 | 2023-04-03 | $19,032 | $7,102 | $11,930 | $11,930 |
| 300 PERRIGO CO PLC | P | 2023-03-08 | 2023-04-03 | $10,750 | $11,155 | -$405 | -$405 |
| 150 PFIZER INC | P | 2009-03-10 | 2023-04-03 | $6,199 | $2,511 | $3,688 | $3,688 |
| 400 PRIMO WTR CORP CDA | P | 2017-06-01 | 2023-04-03 | $6,148 | $5,366 | $782 | $782 |
| 100 PRIMO WTR CORP CDA | P | 2017-06-02 | 2023-04-03 | $1,537 | $1,374 | $163 | $163 |
| 100 PROCTOR AND GAMBLE CO | P | 2006-05-08 | 2023-04-03 | $14,815 | $5,551 | $9,264 | $9,264 |
| 1,100 SCRIPPS E.W. CO OHIO | P | 2018-01-05 | 2023-04-03 | $10,348 | $16,908 | -$6,560 | -$6,560 |
| 500 SINCLAIR BROADCAST GRP INC CL A | P | 2021-08-12 | 2023-04-03 | $8,688 | $15,262 | -$6,574 | -$6,574 |
| 500 TELEPHONE & DATA SYS INC | P | 1987-04-27 | 2023-04-03 | $5,285 | $2,314 | $2,971 | $2,971 |
| 200 TELEPHONE & DATA SYS INC | P | 1987-04-27 | 2023-04-03 | $2,114 | $1,006 | $1,108 | $1,108 |
| 500 TEXTRON INC | P | 2013-10-08 | 2023-04-03 | $35,255 | $13,473 | $21,782 | $21,782 |
| 500 TREDEGAR CORP | P | 2017-05-04 | 2023-04-03 | $4,600 | $8,083 | -$3,483 | -$3,483 |
| 300 TREDEGAR CORP | P | 2023-03-22 | 2023-04-03 | $2,760 | $2,697 | $63 | $63 |
| 361 TWIN DISC INC | P | 2019-12-26 | 2023-04-03 | $3,357 | $3,599 | -$242 | -$242 |
| 439 TWIN DISC INC | P | 2019-12-27 | 2023-04-03 | $4,082 | $4,390 | -$308 | -$308 |
| 500 US CELLULAR | P | 2003-09-08 | 2023-04-03 | $10,350 | $14,454 | -$4,104 | -$4,104 |
| 25 VALMONT INDUSTRIES INC | P | 2021-09-27 | 2023-04-03 | $7,981 | $6,031 | $1,950 | $1,950 |
| 500 PARAMOUNT GLOBAL CL A | P | 2018-01-05 | 2023-04-03 | $12,988 | $28,073 | -$15,085 | -$15,085 |
| 300 A A R CORPORATION | P | 2020-03-16 | 2023-04-04 | $16,401 | $4,880 | $11,521 | $11,521 |
| 395 AMC NETWORKS | P | 1996-09-03 | 2023-04-04 | $6,822 | $6,822 | $6,822 | |
| 5 AMC NETWORKS | P | 2011-08-26 | 2023-04-04 | $86 | $172 | -$86 | -$86 |
| 200 AZZ INC | P | 2021-09-27 | 2023-04-04 | $8,002 | $10,739 | -$2,737 | -$2,737 |
| 300 AZZ INC | P | 2022-02-03 | 2023-04-04 | $12,003 | $14,528 | -$2,525 | -$2,525 |
| 100 AMERICAN EXPRESS CO. | P | 2011-03-17 | 2023-04-04 | $16,267 | $4,314 | $11,953 | $11,953 |
| 50 AMETEK INC | P | 2000-03-27 | 2023-04-04 | $7,183 | $140 | $7,043 | $7,043 |
| 150 ARCHER DANIELS MIDLAND | P | 2001-05-18 | 2023-04-04 | $12,085 | $1,799 | $10,286 | $10,286 |
| 400 ASTEC INDUSTRIES | P | 2014-12-22 | 2023-04-04 | $16,648 | $15,400 | $1,248 | $1,248 |
| 50 AUTONATION INC. | P | 2001-05-18 | 2023-04-04 | $6,559 | $541 | $6,018 | $6,018 |
| 2,000 BAUSCH HEALTH COS INC | P | 2022-06-28 | 2023-04-04 | $15,080 | $17,922 | -$2,842 | -$2,842 |
| 400 BANK OF NEW YORK MELLON | P | 2011-08-26 | 2023-04-04 | $17,982 | $7,942 | $10,040 | $10,040 |
| 400 BANK OF NEW YORK MELLON | P | 2012-06-25 | 2023-04-04 | $17,982 | $8,295 | $9,687 | $9,687 |
| 400 BEASLEY BROADCAST GROUP | P | 2015-01-05 | 2023-04-04 | $337 | $2,021 | -$1,684 | -$1,684 |
| 100 BEASLEY BROADCAST GROUP | P | 2015-01-16 | 2023-04-04 | $84 | $501 | -$417 | -$417 |
| 1,000 BEASLEY BROADCAST GROUP | P | 2020-09-29 | 2023-04-04 | $842 | $1,232 | -$390 | -$390 |
| 100 BOYD GAMING CORP | P | 2012-04-25 | 2023-04-04 | $6,465 | $775 | $5,690 | $5,690 |
| 300 CTS CORP | P | 2008-06-11 | 2023-04-04 | $13,947 | $3,277 | $10,670 | $10,670 |
| 50 CAVCO INDUSTRIES INC | P | 2004-05-25 | 2023-04-04 | $15,242 | $941 | $14,301 | $14,301 |
| 50 CHEVRON CORP | P | 2005-06-24 | 2023-04-04 | $8,485 | $3,101 | $5,384 | $5,384 |
| 500 CNH INDRUSTRIAL NV | P | 2020-09-29 | 2023-04-04 | $7,290 | $3,600 | $3,690 | $3,690 |
| 50 CHURCHILL DOWNS INC | P | 2005-10-12 | 2023-04-04 | $12,748 | $559 | $12,189 | $12,189 |
| 25 CRANE CO NEW | P | 2012-04-25 | 2023-04-04 | $1,960 | $724 | $1,236 | $1,236 |
| 100 CRANE NXT CO | P | 2012-04-25 | 2023-04-04 | $4,056 | $1,496 | $2,560 | $2,560 |
| 500 DISH NETWORK CORP | P | 2011-01-03 | 2023-04-04 | $4,317 | $9,758 | -$5,441 | -$5,441 |
| 100 GREIF BROS | P | 2000-07-24 | 2023-04-04 | $6,197 | $1,416 | $4,781 | $4,781 |
| 50 HONEYWELL INTERNATIONAL | P | 2002-10-30 | 2023-04-04 | $9,512 | $1,158 | $8,354 | $8,354 |
| 200 INTERPUBLIC GROUP CO., INC | P | 2014-07-08 | 2023-04-04 | $7,532 | $3,801 | $3,731 | $3,731 |
| 200 IVCO GROUP NV | P | 2018-07-11 | 2023-04-04 | $1,830 | $822 | $1,008 | $1,008 |
| 400 IVCO GROUP NV | P | 2020-06-08 | 2023-04-04 | $3,660 | $1,264 | $2,396 | $2,396 |
| 200 KAMAN CORP | P | 2009-03-10 | 2023-04-04 | $4,638 | $2,066 | $2,572 | $2,572 |
| 100 KELLOGG CO | P | 2012-04-25 | 2023-04-04 | $6,717 | $5,068 | $1,649 | $1,649 |
| 200 LIBERTY BRAVES COMMON | P | 2019-01-14 | 2023-04-04 | $6,914 | $5,079 | $1,835 | $1,835 |
| 200 LIBERTY BRAVES COMMON | P | 2021-08-17 | 2023-04-04 | $6,914 | $5,094 | $1,820 | $1,820 |
| 194 LIBERTY GLOBAL INC SERIES C | P | 2013-01-17 | 2023-04-04 | $4,027 | $3,598 | $429 | $429 |
| 406 LIBERTY GLOBAL INC SERIES C | P | 2015-01-30 | 2023-04-04 | $8,428 | $9,332 | -$904 | -$904 |
| 150 MADISON SQUARE GARDEN SPORTS CORP | P | 2021-08-16 | 2023-04-04 | $29,030 | $22,992 | $6,038 | $6,038 |
| 500 MATTEL INC | P | 2020-01-21 | 2023-04-04 | $8,988 | $7,150 | $1,838 | $1,838 |
| 400 WARNER BROS DISCOVERY INC SER A | P | 1995-08-16 | 2023-04-04 | $5,994 | $319 | $5,675 | $5,675 |
| 100 MONDELEZ INT'L INC | P | 2010-03-17 | 2023-04-04 | $7,025 | $1,929 | $5,096 | $5,096 |
| 50 MOOG INC. | P | 1996-01-25 | 2023-04-04 | $4,969 | $265 | $4,704 | $4,704 |
| 800 NEWS CORP. INC | P | 1984-04-04 | 2023-04-04 | $13,800 | $580 | $13,220 | $13,220 |
| 150 LIVE NATION | P | 2010-10-25 | 2023-04-04 | $10,408 | $1,447 | $8,961 | $8,961 |
| 50 PNC FINANCIAL SERVICES GROUP | P | 2011-08-25 | 2023-04-04 | $6,106 | $2,367 | $3,739 | $3,739 |
| 50 PROCTOR AND GAMBLE CO | P | 2006-05-08 | 2023-04-04 | $7,535 | $2,775 | $4,760 | $4,760 |
| 800 ROGERS COMMUNICATIONS | P | 2005-01-20 | 2023-04-04 | $36,664 | $10,336 | $26,328 | $26,328 |
| 800 ROLLINS INC | P | 1999-11-11 | 2023-04-04 | $29,993 | $752 | $29,241 | $29,241 |
| 300 SINCLAIR BROADCAST GRP INC CL A | P | 2021-08-12 | 2023-04-04 | $4,961 | $9,157 | -$4,196 | -$4,196 |
| 500 SONY CORP ADR NEW | P | 2016-11-07 | 2023-04-04 | $45,360 | $15,179 | $30,181 | $30,181 |
| 500 STATE STR CORP | P | 2011-01-04 | 2023-04-04 | $37,096 | $23,391 | $13,705 | $13,705 |
| 600 TELEPHONE & DATA SYS INC | P | 1987-04-27 | 2023-04-04 | $6,174 | $3,019 | $3,155 | $3,155 |
| 300 TEXTRON INC | P | 2013-10-08 | 2023-04-04 | $20,747 | $8,084 | $12,663 | $12,663 |
| 700 TWIN DISC INC | P | 2019-12-27 | 2023-04-04 | $6,354 | $7,001 | -$647 | -$647 |
| 780 NEWS CORP. INC | P | 1984-04-04 | 2023-04-04 | $13,447 | $565 | $12,882 | $12,882 |
| 20 NEWS CORP. INC | P | 2004-09-13 | 2023-04-04 | $345 | $125 | $220 | $220 |
| 100 NOBILITY HOMES INC | P | 2004-05-25 | 2023-04-04 | $2,698 | $2,054 | $644 | $644 |
| 400 NOBILITY HOMES INC | P | 2012-01-10 | 2023-04-04 | $10,790 | $2,311 | $8,479 | $8,479 |
| 300 LIBERTY BRAVES COMMON | P | 2021-08-17 | 2023-04-27 | $12,175 | $7,641 | $4,534 | $4,534 |
| 100 MONDELEZ INT'L INC | P | 2010-03-17 | 2023-04-28 | $7,722 | $1,929 | $5,793 | $5,793 |
| 200 LIBERTY BRAVES COMMON | P | 2021-08-17 | 2023-07-12 | $8,290 | $5,094 | $3,196 | $3,196 |
| 100 AUTONATION INC. | P | 2001-05-18 | 2023-07-12 | $17,880 | $1,083 | $16,797 | $16,797 |
| 100 CRANE NXT CO | P | 2012-04-25 | 2023-07-12 | $5,734 | $1,496 | $4,238 | $4,238 |
| 1,700 DIEBOLD INC | P | 2019-01-11 | 2023-07-12 | $84 | $6,914 | -$6,830 | -$6,830 |
| 50 WASTE MANAGEMENT | P | 2000-09-12 | 2023-07-12 | $8,495 | $1,000 | $7,495 | $7,495 |
| 0.688 ATLANTA BRAVES HOLDINGS SER C | P | 2002-12-02 | 2023-07-20 | $29 | $29 | $29 | |
| 0.344 ATLANTA BRAVES HOLDINGS SER C | P | 2002-12-02 | 2023-07-20 | $15 | $15 | $15 | |
| 100 COCA-COLA COMPANY | P | 2006-08-28 | 2023-07-20 | $6,165 | $2,226 | $3,939 | $3,939 |
| 80 PHINIA INC | P | 2000-02-14 | 2023-07-21 | $2,134 | $200 | $1,934 | $1,934 |
| 0.84 LIBERTY MEDIACORP DEL LIVE SER C | P | 2002-12-02 | 2023-08-04 | $30 | $30 | $30 | |
| 0.42 LIBERTY MEDIACORP DEL LIVE SER A | P | 2002-12-02 | 2023-08-07 | $15 | $15 | $15 | |
| 759,000 US TREASURY BILL DUE 07/06/23 DTD 01/05/23 | P | 2023-04-10 | 2023-07-06 | $750,360 | $750,360 | $0 | $0 |
| 768,000 US TREASURY BILL DUE 10/05/23 DTD 10/06/22 | P | 2023-04-10 | 2023-10-05 | $750,175 | $750,175 | $0 | $0 |
| 1.4065 TUDOR BVI FUND LIMITED | P | 2006-04-01 | 2023-05-22 | $1,682,290 | $1,000,000 | $682,290 | $682,290 |
| S/T FLOW THROUGH FROM MILLBURN EQUITY PARTNERS LLC | P | 2023-01-01 | 2023-12-31 | $487 | -$487 | -$487 | |
| L/T FLOW THROUGH FROM MILLBURN EQUITY PARTNERS LLC | P | 2022-12-31 | 2023-12-31 | $32,809 | $32,809 | $32,809 | |
| L/T FLOW THROUGH FROM SHAREVEST PARTNERS | P | 2022-12-31 | 2023-12-31 | $860 | $860 | $860 | |
| S/T FLOW THROUGH FROM MILLBURN SELECT STRATEGIES LP | P | 2023-01-01 | 2023-12-31 | $26,385 | $26,385 | $26,385 | |
| L/T FLOW THROUGH FROM MILLBURN SELECT STRATEGIES LP | P | 2022-12-31 | 2023-12-31 | $94,553 | -$94,553 | -$94,553 | |
| S/T FLOW THROUGH FROM MILLBURN MCO PARTNERS LP | P | 2023-01-01 | 2023-12-31 | $19,623 | $19,623 | $19,623 | |
| L/T FLOW THROUGH FROM MILLBURN MCO PARTNERS LP | P | 2022-12-31 | 2023-12-31 | $1,502 | -$1,502 | -$1,502 | |
| REDUCTION FROM INCOME SUBJECT TO UBTI | P | 2023-01-01 | 2023-12-31 | $9,624 | -$9,624 | -$9,624 | |
| REDUCTION FROM INCOME SUBJECT TO UBTI | P | 2022-12-31 | 2023-12-31 | $1,377 | -$1,377 | -$1,377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,195,030 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,619 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,619 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,619 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,863 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $55,863 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,244 | OverpaymentAmt |
| Applied To ES Tax | $23,244 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GREGG BUCKBINDER | IndividualWithBooksNm |
| Phone | 2123327300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MILLBURN RIDGEFIELD CORP 55 WEST | AddressLine1Txt |
| Address Line2 | 46TH STREET 31ST FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|
| CAROLYN S WIENER | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| HARVEY BEKER | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | TREASURER | 0.25 | $0 | $0 | $0 |
| GREGG BUCKBINDER | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | SECRETARY & ASSISTANT TREASURER | 0.25 | $0 | $0 | $0 |
| CATHERINE FORD | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| ELIZABETH WIENER | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| THOMAS WIENER | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| JONATHAN WIENER | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | EXECUTIVE VP | 0.25 | $0 | $0 | $0 |
| MALCOLM H WIENER | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | FOUNDER | 0.25 | $0 | $0 | $0 |
| HENRY DAVIS | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DAVID ELLWOOD | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| GRAHAM ALLISON | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $10,160,276 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,077,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,238,036 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,238,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $168,571 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,069,465 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $553,473 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $553,473 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,619 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $414 | IncomeTaxAmt |
| Total Tax | $33,033 | TotalTaxAmt |
| Distributable Before Adj | $520,440 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $520,440 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $520,440 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,245,782 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,245,782 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $520,440 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,250,956 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,643,319 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,636,245 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,088,153 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,773,902 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,392,575 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,245,782 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $520,440 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,725,342 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,117,917 | 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 | $2,250,956 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,866,961 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,643,319 | ExcessFromYear4Amt |
| Excess From Year3 | $4,636,245 | ExcessFromYear3Amt |
| Excess From Year2 | $7,088,153 | ExcessFromYear2Amt |
| Excess From Year1 | $11,773,902 | ExcessFromYear1Amt |
| Excess From Current Year | $1,725,342 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROLYN S WIENER | ContributingManagerNm |
| Contributing Manager | MALCOLM H WIENER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACCESS REPRODUCTIVE HEALTHCARE SOUTHEAST | |||||||
| PO BOX 570132 | ATLANTA | GA | 30357 | PC | FUNDING & LOGISTICAL SUPPORT FOR REPRODUCTIVE CARE IN THE US SOUTHERN STATES | $7,500 | |
| ACHIEVEMENT FIRST | |||||||
| 370 JAMES STREET SUITE 404 | NEW HAVEN | CT | 06513 | PC | PLEDGE TO SUPPORT AT-RISK STUDENTS %150,000 3-YEAR PLEDGE (2021-2023) | $50,000 | |
| ACTION AGAINST HUNGER | |||||||
| ONE WHITEHALL STREET 2ND FLOOR | NEW YORK | NY | 10004 | PC | GLOBAL MOVEMENT TO END LIFE-THREATENING HUNGER WORLDWIDE | $1,000 | |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | |||||||
| 57 WEST 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | PC | CLINICAL TRIALS AND GENERAL FUND | $100,000 | |
| AMERICAN ACADEMY IN ROME | |||||||
| 535 WEST 22ND STREET 3RD FLOOR | NEW YORK | NY | 10011 | PC | IN HONOR OF AGNES GUND | $5,000 | |
| AMERICAN ACADEMY OF ARTS AND SCIENCES | |||||||
| NORTONS WOODS 136 IRVING STREET | CAMBRIDGE | MA | 021381996 | PC | ANNUAL FUND | $1,000 | |
| AMERICAN CENTER OF RESEARCH | |||||||
| 209 COMMERCE STREET | ALEXANDRIA | VA | 22314 | PC | ACOR JORDAN | $1,000 | |
| AMERICAN FOUNDATION FOR THE PARIS SCHOOL OF ECONOMICS | |||||||
| 149 EAST 63RD STREET | NEW YORK | NY | 10065 | PC | EDUCATION, IN HONOR OF JIM HECKMAN | $4,000 | |
| AMERICAN FRIENDS OF THE BRITISH MUSEUM INC | |||||||
| 31 WEST 34TH STREET SUITE 7010 | NEW YORK | NY | 10001 | PC | US ARM OF BRITISH MUSEUM PROMOTING THE STUDY OF ART, GREEK & ROMAN DEPT | $5,000 | |
| AMERICAN FRIENDS OF THE BRITISH MUSEUM INC | |||||||
| 31 WEST 34TH STREET SUITE 7010 | NEW YORK | NY | 10001 | PC | US ARM OF BRITISH MUSEUM PROMOTING THE STUDY OF ART, ANCIENT EGYPTIAN & SUDAN | $5,000 | |
| AMERICAN FRIENDS OF THE BRITISH MUSEUM INC | |||||||
| 31 WEST 34TH STREET SUITE 7010 | NEW YORK | NY | 10001 | PC | US ARM OF BRITISH MUSEUM PROMOTING THE STUDY OF ART, MIDDLE EAST DEPT | $5,000 | |
| AMERICAN FRIENDS OF THE GERMAN ARCHAEOLOGICAL INSTITUTE | |||||||
| 3260 SOUTH STREET | PHILADELPHIA | PA | 19104 | PC | US ARM OF GERMAN INSTITUTE SUPPORTING ARCHAEOLOGICAL RESEARCH | $2,000 | |
| AMERICAN FRIENDS OF THE MAURITSHUIS INC | |||||||
| 114 EAST 36TH STREET 3RD FLOOR | NEW YORK | NY | 10016 | PC | US ARM OF NETHERLANDS MUSEUM PROMOTING THE STUDY OF ART | $250 | |
| AMERICAN RESEARCH INSTITUTE IN TURKEY INC | |||||||
| 3260 SOUTH STREET | PHILADELPHIA | PA | 191046324 | PC | PROMOTION OF US AND TURKISH RESEARCH AND EXCHANGES IN HUMANITIES | $1,000 | |
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | |||||||
| 321 WALL STREET | PRINCETON | NJ | 085401515 | PC | BENEFIT SUPPORT, SPRING GALA | $10,000 | |
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | |||||||
| 321 WALL STREET | PRINCETON | NJ | 085401515 | PC | ARCHAEOLOGICAL INSTITUTE IN ATHENS, WIENER LAB OFFSET SHORTFALL | $100,000 | |
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | |||||||
| 321 WALL STREET | PRINCETON | NJ | 085401515 | PC | ARCHAEOLOGICAL INSTITUTE IN ATHENS, ANNUAL APPEAL | $10,000 | |
| AMOGERONE VOLUNTEER FIRE CO NO 1 INC | |||||||
| PO BOX 121 | GREENWICH | CT | 068360121 | PC | FIRST RESPONDER SUPPORT | $1,000 | |
| APPELLATE ADVOCATES | |||||||
| 111 JOHN STREET 9TH FLOOR | NEW YORK | NY | 10038 | PC | LEGAL REPRESENTATION FOR THOSE WHO CANNOT AFFORD PRIVATE COUNSEL | $15,000 | |
| ARCHAEOLOGICAL INSTITUTE OF AMERICA | |||||||
| 44 BEACON STREET | BOSTON | MA | 02108 | PC | SOCIETY FOR THE AMERICAN JOURNAL OF ARCHAEOLOGY | $5,000 | |
| BEHUMANKINDNESS | |||||||
| 2513 HIGHVIEW TERRACE | FORT WORTH | TX | 76109 | PC | HUMANITARIAN RESCUE EFFORTS IN UKRAINE; ANGELS FOR UKRAINE | $10,000 | |
| BOYS AND GIRLS CLUB OF GREENWICH | |||||||
| 4 HORSENECK LANE | GREENWICH | CT | 068306399 | PC | ANTIPOVERTY PROGRAM FOR CHILDREN | $1,000 | |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | PC | MEDICAL RESEARCH, SYMPOSIUM LECTURE | $2,500 | |
| BROOKINGS INSTITUTION THE | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PC | POLICY THINKTANK COUNCIL | $5,000 | |
| BRUCE MUSEUM THE | |||||||
| 1 MUSEUM DRIVE | GREENWICH | CT | 06830 | PC | COMMITTEE OF HONOR IN SUPPORT OF CONNECTICUT MODERN | $5,000 | |
| BRUNSWICK SCHOOL INC | |||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | PC | ACADEMIC INSTITUTION | $1,000 | |
| CARTER CENTER THE | |||||||
| ONE COPENHILL 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | PC | POLICY AND ANTIPOVERTY PROGRAMS | $5,000 | NE |
| CENTER FOR APPELLATE LITIGATION | |||||||
| 120 WALL STREET 28TH FLOOR | NEW YORK | NY | 10005 | PC | LEGAL RESPRESENTATION FOR APPEALS AND POST-CONVICTIONS | $15,000 | |
| CHESS IN THE SCHOOLS | |||||||
| 520 EIGHTH AVENUE 22ND FLOOR | NEW YORK | NY | 10018 | PC | FOSTERS INTELLECTUAL AND SOCIAL DEVELOPMENT OF LOW-INCOME YOUTH | $1,000 | |
| CHILDREN'S CANCER AND BLOOD FOUNDATION | |||||||
| 466 LEXINGTON AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | PC | BENEFIT SUPPORT, PHILLIPS AUCTION GALLERY | $5,000 | |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | |||||||
| 333 CHRISTIAN STREET | WALLINGTON | CT | 06492 | PC | COLLEGE-PREPARATORY ACADEMIC INSTITUTION | $5,000 | |
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF | |||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | PC | LAW SCHOOL SUPPORT | $5,000 | 4524 |
| CORNELL UNIVERSITY | |||||||
| 130 EAST SENECA STREET SUITE 400 | ITHACA | NY | 14850 | PC | NEW FRONTIER GRANT $300,000 PLEDGE (2021-2023 | $100,000 | |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | PC | POLICY THINKTANK | $50,000 | |
| CT AGAINST GUN VIOLENCE EDUCATION FUND | |||||||
| PO BOX 123 | RIDGEFIELD | CT | 06877 | PC | PUBLIC EDUCATION ON GUN SAFETY | $1,000 | |
| CYCLADIC ART FOUNDATION | |||||||
| 29 BROADWAY SUITE 700 | NEW YORK | NY | 10006 | PC | RESEARCH, STUDY AND DISSEMINATION OF INFORMATION FOR GREATER UNDERSTANDING OF CYCLADIC & ANCIENT GREEK ART | $2,000 | |
| CYPRUS AMERICAN ARCHAEOLOGICAL RESEARCH INSTITUTE INC | |||||||
| 209 COMMERCE STREET | ALEXANDRIA | VA | 22314 | PC | RESEARCH CENTER (NICOSIA, CYPRUS), OFFERING SCHOLARSHIPS ON CYPRIOT ARCHAEOLOGY, & ARCHAEOLOGY LIBRARY ON NEAR EAST | $5,000 | |
| DOE FUND INC | |||||||
| 345 EAST 102ND STREET 305 | NEW YORK | NY | 10029 | PC | CAREER TRAINING AND SUPPORT TO REDUCE RECIDIVISM | $5,000 | |
| FOUNDATION FOR A CIVIL SOCIETY LTD THE | |||||||
| 25 EAST END AVENUE 1B | NEW YORK | NY | 10028 | PC | PROMOTING DEMOCRACY IN THE CZECH REPUBLIC | $15,000 | |
| FREE FAIR LITIGATION | |||||||
| 114 EAST 95TH STREET | NEW YORK | NY | 101281705 | PC | NONPROFIT LAW FIRM WITH POTENTIAL FOR NEW CASE LAW | $5,000 | |
| FRICK COLLECTION | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | ARTS AND MUSEUM SUPPORT | $10,000 | |
| GETTING OUT AND STAYING OUT | |||||||
| 201A EAST 124TH STREET | NEW YORK | NY | 10035 | PC | REDUCING RECIDIVISM THROUGH EDUCATION, EMPLOYMENT, MENTAL HEALTH SERVICES | $15,000 | |
| GIVE DIRECTLY | |||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | PC | ALLOWS DONORS TO MAKE CASH TRANSFERS VIA MOBILE PHONE TO EAST AFRICA'S POOREST HOUSEHOLDS | $10,000 | |
| GREENWICH ACADEMY INC | |||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 06830 | PC | ACADEMIC INSTITUTE | $1,000 | |
| GREENWICH EMERGENCY MEDICAL SERVICES INCORPORATED | |||||||
| 1111 EAST PUTNAM AVENUE | RIVERSIDE | CT | 06878 | PC | MOBILE MEDICAL UNIT | $1,000 | |
| GREENWICH HISTORICAL SOCIETY | |||||||
| 47 STRICKLAND ROAD | COS COB | CT | 06807 | PC | ART, MUSEUM AND ARCHIVE SUPPORT FOR GREENWICH, CT | $1,000 | |
| GREENWICH HOSPITAL AND FOUNDATION | |||||||
| 35 RIVER ROAD SUITE 100 | COS COB | CT | 06807 | PC | FUNDING FOR VITAL CLINICAL SERVICES, DIAGNOSTIC ADVANCEMENTS AND FACILITY UPGRADES | $25,000 | |
| GREENWICH UNITED WAY THE | |||||||
| 2 DEARFIELD DRIVE SUITE 300 | GREENWICH | CT | 06831 | PC | EDUCATION, POLICY, AND GENERAL SUPPORT FOR REGION | $10,000 | |
| HARLEM EDUCATION ACTIVITIES FUND | |||||||
| 2090 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10027 | PC | BENEFIT SUPPORT | $500 | |
| HARVARD UNIVERSITY | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | SUPPORT FOR HARVARD ART MUSEUM | $5,000 | |
| HARVARD UNIVERSITY | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | INITIATIVE COMBINING LATEST TECHNOLOGY & SCIENTIFIC RESEARCH WITH ESTABLISHED METHODS OF HISTORICAL INVESTIGATION | $100,000 | |
| HUMAN RIGHTS WATCH | |||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 101183299 | PC | CHILDREN'S RIGHTS DIVISION FIGHTING ABUSES AGAINST CHILDREN WORLDWIDE | $5,000 | |
| INSTITUTE OF FINE ARTS NYU | |||||||
| 25 WEST FOURTH STREET | NEW YORK | NY | 100121119 | PC | SELINUNTE ARCHAEOLOGICAL EXCAVATIONS IN ITALY | $10,000 | |
| INSTITUTE OF FINE ARTS NYU | |||||||
| 25 WEST FOURTH STREET | NEW YORK | NY | 100121119 | PC | APHRODISIAS ARCHAEOLOGICAL EXCAVATIONS IN TURKEY | $10,000 | |
| INTERNATIONAL FOUNDATION FOR ART RESEARCH | |||||||
| 500 FIFTH AVENUE SUITE 935 | NEW YORK | NY | 10110 | PC | ORGANIZATION ESTABLISHED TO CHANNEL AND COORDINATE SCHOLOARLY AND TECHNICAL INFORMATION ABOUT WORKS OF ART | $5,000 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | PC | HELP PEOPLE AFFECTED BY HUMANITARIAN CRISESINC. CLIMATE CRISISTO SURVIVE, RECOVER AND REBUILD THEIR LIVES | $100,000 | |
| J PAUL GETTY TRUST | |||||||
| 1200 GETTY CENTER DRIVE SUITE 400 | LOS ANGELES | CA | 90049 | PC | VILLA COUNCIL BOARD SERVICE | $10,000 | |
| KAPPA KAPPA GAMMA FOUNDATION | |||||||
| 6640 RIVERSIDE DRIVE SUITE 200 | DUBLIN | OH | 43017 | PC | SORORITY SUPPORT, IRIS CIRCLE LOYALTY FUND | $1,000 | |
| KAPPA KAPPA GAMMA OF CORNELL FOUNDATION INC | |||||||
| PO BOX 876 | ITHACA | NY | 148510876 | PC | SORORITY SUPPORT AT CORNELL UNIVERSITY | $1,000 | |
| KING BAUDOUIN FOUNDATION UNITED STATES INC | |||||||
| 551 FIFTH AVENUE SUITE 2400 | NEW YORK | NY | 10176 | PC | MUSEUM SUPPORT, INTERNATIONAL SOCIETY MUSEUM LUDWIG, COLOGNE; CONSERVATION PROJECT | $5,000 | |
| LA JOLLA COUNTRY DAY SCHOOL | |||||||
| 9490 GENESEE AVENUE | LA JOLLA | CA | 92037 | PC | ALUMNI EDUCATION FUND | $1,000 | |
| MEDIA MATTTERS FOR AMERICA | |||||||
| 455 MASSACHUSETTS AVENUE NW SIXTH | WASHINGTON | DC | 20091 | PC | WATCHDOG JOURNALISM ORGANIZATION | $10,000 | FLOOR |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | DANIEL H. WEISS ACQUISITION FUND | $10,000 | |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | BENEFIT SUPPORT, ART & ARTISTS GALA | $5,000 | |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | TRUSTEE FUND FOR THE MET | $150,000 | |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | THOMAS J. WATSON LIBRARY | $10,000 | |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| AVENUE OF THE ARTS 465 HUNTINGTON | BOSTON | MA | 02115 | PC | PATRON MEMBERSHIP | $6,000 | AVENUE |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| AVENUE OF THE ARTS 465 HUNTINGTON | BOSTON | MA | 02115 | PC | MFA FUND | $5,000 | AVENUE |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| AVENUE OF THE ARTS 465 HUNTINGTON | BOSTON | MA | 02115 | PC | SWAN SOCIETY | $1,500 | AVENUE |
| NATIONAL ASSOCIATION OF SCHOLARS | |||||||
| 420 MADISON AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | PC | DEFENDING THE IDEAS OF WESTERN CIVILIZATION | $1,000 | |
| NUCLEAR THREAT INITIATIVE INC | |||||||
| 1776 EYE STREET NW SUITE 600 | WASHINGTON | DC | 20006 | PC | GLOBAL BIOLOGICAL POLICY & PROGRAMS INITIATIVE | $10,000 | |
| NYU LANGONE HOSPITALS | |||||||
| ONE PARK AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | PC | DR. JAMES GRIFO RESEARCH POST | $37,500 | |
| PARENTCHILD | |||||||
| 242 WEST 30TH STREET SUITE 1100 | NEW YORK | NY | 10001 | PC | EARLY EDUCATION AND FAMILY CHILD CARE MODELS TO BREAK CYCLE OF POVERTY | $5,000 | |
| PHILLIPS ACADEMY TRUSTEES OF | |||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | PC | ALUMNI EDUCATION FUND | $10,000 | |
| PLAN A HEALTH INC | |||||||
| PO BOX 20066 | NEW YORK | NY | 10025 | PC | MOBILE CLINICS FOR UNDERSERVED COMMUNITIES | $10,000 | |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | PC | ANTIPOVERTY PROGRAMS | $50,000 | |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVENUE | NEW YORK | NY | 100656399 | PC | WOMEN AND SCIENCE LECTURE | $5,000 | |
| SAVE VENICE INC | |||||||
| 133 EAST 58TH STREET SUITE 501 | NEW YORK | NY | 10022 | PC | ART RESTORATION SUPPORT | $1,000 | |
| SILVER SHIELD EDUCATION FUND | |||||||
| PO BOX 8154 | GREENWICH | CT | 06836 | PC | PROVIDES SECONDARY EDUCATIONAL FINANCIAL ASSISTANCE TO CHILDREN OF GREENWICH POLICE OFFICERS | $1,000 | |
| SOUTHERN CENTER FOR HUMAN RIGHTS | |||||||
| 60 WALTON STREET NW | ATLANTA | GA | 303032149 | PC | LEGAL REPRESENTATION IN THE DEEP SOUTH | $7,500 | |
| STERLING & FRANCINE CLARK ART INSTITUTE | |||||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | PC | MUSEUM ART SUPPORT | $5,000 | |
| STERLING & FRANCINE CLARK ART INSTITUTE | |||||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | PC | EXHIBIT SUPPORT, PRINTED RENAISSANCE | $10,000 | |
| TEAK FELLOWSHIP THE | |||||||
| 16 WEST 22ND STREET 3RD FLOOR | NEW YORK | NY | 10010 | PC | NYC-BASED ACADEMIC ACHIEVEMENT PROGRAM FOR LOW-INCOME, TALENTED STUDENTS | $10,000 | |
| TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | PC | MENTAL HEALTH SUPPORT FOR THE LGBTQ COMMUNITY | $5,000 | |
| UCSD HEALTH HEMOPHILIA TREATMENT CENTER | |||||||
| 9500 GILMAN DRIVE 0940 | LA JOLLA | CA | 920930940 | PC | HEALTH HEMOPHILIA TREATMENT CENTER MULTIDISCIPLINARY PROGRAM SERVING VON WILLEBRANDS PATIENTS | $5,000 | |
| UNIVERSITY OF CALIFORNIA AT SAN DIEGO | |||||||
| 9500 GILMAN DRIVE 0519 | LA JOLLA | CA | 92093 | PC | IN HONOR OF SUSAN SHIRK, 21ST CENTURY CHINA CENTER, SCHOOL OF GLOBAL POLICY AND STRAT3EGY | $10,000 | |
| VOTER PARTICIPATION CENTER | |||||||
| 1707 L STREET NW SUITE 950 | WASHINGTON | DC | 20036 | PC | PROGRAM SUPPORT: VOTER REGISTRATION, VOTE BY MAIL, GET OUT THE VOTE | $15,000 | |
| WATERSIDE SCHOOL INC | |||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | PC | EDUCATIONAL PROGRAM SUPPORT | $1,000 | |
| WEILL CORNELL MEDICINE | |||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | PC | SUPPORT FOR CAMPAIGN TO HARNESS EMERGING BIOMEDICAL INNOVATIONS | $500,000 | |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | PC | DRAMA ALUMNI FUND | $1,000 | |
| YWCA GREENWICH INC | |||||||
| 259 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | CIVIL LEGAL CLINIC | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,806,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,957 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $306,384 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $91 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $11,001 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,195,030 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME FROM INVESTMENT PARTNERSHIPS | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $5 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$54,249 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $11,006 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,474,213 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,485,219 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,125 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERIPRISE | $2,097,717 | $2,097,717 |
| GABELLI & COMPANY | $1,529,946 | $1,529,946 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MILLBURN EQUITY PARTNERS | FMV | $827,294 | $827,294 |
| MILLBURN MCO PARTNERS LP | FMV | $1,504,760 | $1,504,760 |
| MILLBURN SELECT STRATEGIES LP | FMV | $3,556,843 | $3,556,843 |
| SHAREVEST PARTNERS LP | FMV | $915,098 | $915,098 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,641 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,641 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $1,001,836 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $1,198 | $0 | $1,198 |
| POSTAGE AND DELIVERY | $991 | $0 | $991 |
| PORTFOLIO DEDUCTIONS FROM INVESTMENT PARTNERSHIPS | $60,993 | $60,993 | $0 |
| INSURANCE | $5,540 | $0 | $5,540 |
| ALLOCATED PAYROLL EXPENSES | $314,018 | $0 | $314,018 |
| ALLOCATED EMPLOYEE BENEFITS | $108,849 | $0 | $108,849 |
| MISCELLANEOUS EXPENSES | $2 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $91 | $89 | $91 |
| ORDINARY INCOME FROM INVESTMENT PARTNERSHIPS | -$54,244 | -$54,249 | -$54,244 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $17,811 | Amt |
| Net Investment Income | $17,811 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,832 | $2,832 | $0 |
| EXCISE TAXES | $65,000 | $0 | $0 |