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THE TEAGLE FOUNDATION INCORPORATED: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE TEAGLE FOUNDATION INCORPORATED (EIN 20-1370387)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-11
IRS object ID
202321319349102507
Schema version
2021v4.2
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)
Return2023-05-11T11:34:19-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132060851PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Owen J Flanagan & CoBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 East 42nd StreetAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10165ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201370387EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TEAGLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTEAGBusinessNameControlTxt
Phone2123731972PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1570 LEXINGTON AVENUE 38TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN MARIE BUCKLEYPersonNm
Person TitleCFO/TREASURERPersonTitleTxt
Phone2123731972PhoneNum
Signature2023-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANNPersonFirstNm
Person LastMARIE BUCKLEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKevin SunkelPreparerPersonNm
PTINP00706145PTIN
Phone2126822783PhoneNum
Preparation2023-05-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$148,767,940FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$559,147ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,973,614DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,641,760DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,075,602NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$26,669,605GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,886,091CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,608,363TotalRevAndExpnssAmt
Total Net Invst Incm$14,527,851TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$593,875CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$171,288CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$422,587CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$518,713OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$30,000OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$488,713OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$370,467PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$56,419PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$288,818PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,308LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,308LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$72,608AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$69,573AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,247,875OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,382,955OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$335,315OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$172,799TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,500TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$31,341DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$5,670DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$309,234OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$55,940OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$252,180OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$41,318TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$286TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$40,731TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$6,020PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$681PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$5,350PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$245,031OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28,719OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$211,799OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,610,589TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,731,958TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,117,874TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,567,467ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,316,887ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,178,056TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,731,958TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,434,761TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,430,307ExcessRevenueOverExpensesAmt
Net Investment Income$12,795,893NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,543,186SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,831,879SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,831,879SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$520,692AcctRcvblAmt
Acct Rcvbl BOY$506,073AcctRcvblBOYAmt
Acct Rcvbl EOY$520,692AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$520,692AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$117,202PrepaidExpensesBOYAmt
Prepaid Expenses EOY$121,811PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$121,811PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$9,661,286USGovernmentObligationsBOYAmt
US Government Obligations EOY$11,710,034USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$11,710,034USGovtObligationsEOYFMVAmt
Corporate Stock BOY$24,061,470CorporateStockBOYAmt
Corporate Stock EOY$26,361,815CorporateStockEOYAmt
Corporate Stock EOYFMV$26,361,815CorporateStockEOYFMVAmt
Corporate Bonds BOY$231,822CorporateBondsBOYAmt
Corporate Bonds EOY$182,605CorporateBondsEOYAmt
Corporate Bonds EOYFMV$182,605CorporateBondsEOYFMVAmt
Other Investments BOY$125,101,600OtherInvestmentsBOYAmt
Other Investments EOY$102,913,735OtherInvestmentsEOYAmt
Other Investments EOYFMV$102,913,735OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$498,938LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$373,569LandBldgEquipAccumDeprecAmt
Land BOY$156,710LandBOYAmt
Land EOY$125,369LandEOYAmt
Land EOYFMV$125,369LandEOYFMVAmt
Total Assets BOY$172,379,349TotalAssetsBOYAmt
Total Assets EOY$148,767,940TotalAssetsEOYAmt
Total Assets EOYFMV$148,767,940TotalAssetsEOYFMVAmt
Accounts Payable BOY$55,012AccountsPayableBOYAmt
Accounts Payable EOY$92,364AccountsPayableEOYAmt
Grants Payable BOY$3,518,737GrantsPayableBOYAmt
Grants Payable EOY$4,848,831GrantsPayableEOYAmt
Other Liabilities BOY$698,246OtherLiabilitiesBOYAmt
Other Liabilities EOY$289,459OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,271,995TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,230,654TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$168,107,354NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$143,537,286NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$168,107,354TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$143,537,286TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$172,379,349TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$148,767,940TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$168,107,354TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,430,307ExcessRevenueOverExpensesAmt
Other Increases$408,787OtherIncreasesAmt
Subtotal$172,946,448SubtotalAmt
Other Decreases$29,409,162OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$143,537,286TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
Alpine Investors VIP2020-01-012021-12-31$211,618$211,618$211,618
Alta RockP2020-01-012021-12-31$97,834$97,834$97,834
Anatole Ehnanced, L.P.P2020-01-012021-12-31$1,960$1,960$1,960
Anatole Partners Long Only, L.P.P2020-01-012021-12-31-$132,050-$132,050$132,050
Apollo VII Private InvestorsP2020-01-012021-12-31$138,916$109,742$109,742$29,174
Biotechnology Value Fund IIP2020-01-012021-12-31-$415,116-$415,116$415,116
Charles SchwabP2020-01-012021-12-31$7,555,656$905,109$905,109$6,650,547
ExxonMobil CorporationP2020-01-012021-12-31$3,526,286$3,310,286$3,310,286$216,000
FairmountP2020-01-012021-12-31-$16,346-$16,346$16,346
Fuel Capital IIIP2020-01-012021-12-31-$905-$905$905
GSV Acceleration Fund IP2020-01-012021-12-31$76,662$76,662$76,662
Half Sky FundP2020-01-012021-12-31-$13,776-$13,776$13,776
HarbourVest Partners V Direct FundP2020-01-012021-12-31$203,195$203,195$203,195
HarbourVest Partners V Partnership FundP2020-01-012021-12-31$4,889$4,889$4,889
HarbourVest Partners VII Buyout Partnership FundP2020-01-012021-12-31$2,787$2,787$2,787
HB Mezzanine Partners, L.P.P2020-01-012021-12-31$79,866$40,640$40,640$39,226
Highbrook Property Fund IIIP2020-01-012021-12-31$26,909$26,909$26,909
Industrial Growth PartnersP2020-01-012021-12-31$209,924$209,924$209,924
JOG Limited Partnership IVP2020-01-012021-12-31$138,293-$895,359-$895,359$1,033,652
KKR 2006 Private Investors Offshore, L.P.P2020-01-012021-12-31$93,356$41,534$41,534$51,822
Knightsbridge VP2020-01-012021-12-31$87,400$87,400$87,400
Knightsbridge VIP2020-01-012021-12-31$907,333$907,333$907,333
Lion Capital II Private InvestorsP2020-01-012021-12-31$3,001-$657,661-$657,661$660,662
Lion Point InternationalP2020-01-012022-06-30$519,183$2,642$2,642$516,541
Lone CascadeP2020-01-012021-12-31$1,003,938$1,003,938$1,003,938
Luminate II Capital Partners, L.P.P2020-01-012021-12-31$192,571$192,571$192,571
Maverick Lein Fund VP2020-01-012021-12-31$77,093$77,093$77,093
MidOcean III Private InvestorsP2020-01-012021-12-31$95,898-$333,371-$333,371$429,269
New Century XIP2020-01-012021-12-31$1,577$1,577$1,577
Overlook Partners Fund, L.P.P2020-01-012021-12-31$3,583,502$1,243,634$1,243,634$2,339,868
Pearl Energy IP2020-01-012021-12-31$136,288$136,288$136,288
Pearl Energy IIP2020-01-012021-12-31$2,191$2,191$2,191
Permian FundP2020-01-012021-12-31$1,289,073$290,827$290,827$998,246
RA CapitalP2020-01-012021-12-31$436,991$436,991$436,991
Riverstone Global EnergyP2020-01-012021-12-31$64,484$13,681$13,681$50,803
Rock Springs Capital FundP2020-01-012021-12-31$650,466$650,466$650,466
Sierra Hills InvestorsP2020-01-012021-12-31$1,196,583$1,196,583$1,196,583
TIFF Keystone Fund, L.P.P2020-01-012021-12-31$3,434,828$3,434,828$3,434,828
Tiger Global Private Investment Partners XIP2020-01-012021-12-31$114,235$114,235$114,235
Tiger Global XIIP2020-01-012021-12-31$13,491$13,491$13,491
Tiger X Global Private Investment Partners, L.P.P2020-01-012021-12-31$440,524$440,524$440,524
Whale Rock Flagship FundP2020-01-012021-12-31$50,804$50,804$50,804
Unrelated Business IncomeP2020-01-012021-12-31-$189,511-$189,511$189,511
FieldValueIRS element (for citing)
Capital Gain Net Income$12,886,091CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$177,863InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$177,863SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$177,863TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$130,147EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$105,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$235,147TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$57,284OverpaymentAmt
Applied To ES Tax$57,284AppliedToESTaxAmt
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 StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.TEAGLEFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1The OrganizationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2123731972PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1570 LEXINGTON AVENUE 38TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WALTER C TEAGLE III
570 LEXINGTON AVENUENEW YORKNY10022CHAIR EMERITUS1.00$0$0$0
ANDREW DELBANCO
570 LEXINGTON AVENUENEW YORKNY10022PRESIDENT40.00$359,000$54,585$0
ELIZABETH S BOYLAN
570 LEXINGTON AVENUENEW YORKNY10022CHAIR1.00$0$0$0
ANN-MARIE BUCKLEY
570 LEXINGTON AVENUENEW YORKNY10022CFO/TREASURER/SECRETARY40.00$234,875$48,017$0
PHILIP B POOL JR
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
GRANT A PORTER
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
BRIAN ROSENBERG
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
W SCOTT ESSEX
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
MARY DANA HINTON
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
JAYNE KEITH RETIRED MAY 2022
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
SHERYL HILLIARD TUCKER
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
SASKIA LEVY THOMPSON
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
PAULINE YU
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
KATE SHAE
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
LONI BORDOLOI PAZICH
570 LEXINGTON AVENUENEW YORKNY10022PROGRAM DIRECTOR40.00$163,750$59,990$0
TAMARA MANN TWEEL
570 LEXINGTON AVENUENEW YORKNY10022PROGRAM DIRECTOR40.00$163,750$26,150$0
GWEN ROBBINS
570 LEXINGTON AVENUENEW YORKNY10022PROGRAM ASSOCIATE40.00$87,763$38,659$0
ANNIE W BEZBATCHENKO
570 LEXINGTON AVENUENEW YORKNY10022SENIOR PROGRAM OFFIC40.00$73,450$11,557$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
EDGEHILL ENDOWMENT PARTNERS
195 CHURCH STREETNEW HAVENCT06510INVESTMENT ADVISORY$763,014
TIFF
170 N RADNOR CHESTER ROADRADNORPA19087INVESTMENT ADVISORY$189,111
BERLIN ROSEN
151 MAIDEN LANENEW YORKNY10038COMMUNICATIONS$150,000
ITHICA S&R
2 RECTOR STREETNEW YORKNY10006PROGRAM ADVISORY$100,000
ROCK SPRINGS CAPITAL FUND
650 S EXETER STREETBALTIMOREMD21202INVESTMENT ADVISORY$72,919
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1MEETINGS AND WEBINARSDescription1Txt
Expenses1$432,473Expenses1Amt
Description2EXXON SCHOLARSHIP MGT. EXP.Description2Txt
Expenses2$40,000Expenses2Amt

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$162,967,421AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$703,846AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$646,993FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$164,318,260TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$164,318,260AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,464,774CashDeemedCharitableAmt
Net Vl Noncharitable Assets$161,853,486NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,092,674MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,092,674MinimumInvestmentReturnAmt
Tax Based On Investment Income$177,863TaxBasedOnInvestmentIncomeAmt
Total Tax$177,863TotalTaxAmt
Distributable Before Adj$7,914,811DistributableBeforeAdjAmt
Recoveries Qualfied Distri$68,464RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,983,275DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,983,275DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,434,761ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,434,761QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,983,275DistributableAsAdjustedAmt
Undistributed Income PY$3,624,351UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$7,434,761QualifyingDistributionsAmt
Applied To Year1$3,624,351AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,810,410AppliedToCurrentYearAmt
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$4,172,865UndistributedIncomeCYAmt
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 (159 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
American University
4400 Massachusetts Ave NWWashingtonDC20016NonePCCornerstone: Learning for Living initiative$125,000
Board Of Regents University of Nevada Las Vegas
4505 S Maryland Parkway Box 451055Las VegasNV891541055NonePCCornerstone: Learning for Living initiative$75,000
Catholic University of America
620 Michigan Avenue NEWashingtonDC20064NonePCCornerstone: Learning for Living initiative$25,000
Clark Atlanta University
223 James P Brawley Drive SWAtlantaGA30314NonePCCornerstone: Learning for Living initiative$25,000
Clemson University
391 College Ave Suite 301ClemsonSC29634NonePCCornerstone: Learning for Living initiative$12,500
Colorado State University Sponsored Programs
2002 Campus DeliveryFort CollinsCO80523NonePCCornerstone: Learning for Living initiative$18,750
Dillard University
2601 Gentilly BoulevardNew OrleansLA701223097NonePCCornerstone: Learning for Living initiative$25,000
Florida International University
11200 SW 8th Street MARC 430MiamiFL33199NonePCCornerstone: Learning for Living initiative$18,750
Linn-Benton Community College
6500 Pacific Boulevard SWAlbanyOR97321NonePCCornerstone: Learning for Living initiative$18,750
Lorain County Community College
1005 North Abbe RoadElyriaOH44035NonePCCornerstone: Learning for Living initiative$18,750
Michigan State University
426 Auditorium Road Room 2East LansingMI48824NonePCCornerstone: Learning for Living initiative$6,000
Millsaps College
1701 N State StreetJacksonMS39210NonePCCornerstone: Learning for Living initiative$12,500
Norfolk State University Foundation
700 Park Avenue HBW 410NorfolkVA23504NonePCCornerstone: Learning for Living initiative$25,000
Onondaga Community College
4585 West Seneca TurnpikeSyracuseNY13215NonePCCornerstone: Learning for Living initiative$125,000
Regents of the University of Michigan
Box 223131PittsburghPA152510422NonePCCornerstone: Learning for Living initiative$25,000
Research Foundation of the City University of New York
230 West 41st Street 7th FlNew YorkNY10036NonePCCornerstone: Learning for Living initiative$12,500
Rochester Institute of Technology
One Lomb Memorial DriveRochesterNY146235603NonePCCornerstone: Learning for Living initiative$18,750
Saint Louis University
3700 West Pine Mall Fusz MemorialSt LouisMO63108NonePCCornerstone: Learning for Living initiative$18,750Hall 3rd Floor
Stanford University
PO Box 44253San FranciscoCA94144NonePCCornerstone: Learning for Living initiative$156,250
The Ohio State University
PO Box 772398DetroitMI482772398NonePCCornerstone: Learning for Living initiative$18,750
The Pennsylvania State University
227 W Beaver Avenue Suite 401State CollegePA16801NonePCCornerstone: Learning for Living initiative$18,750
Thomas Jefferson University
1020 walnut St 5th FlrPhiladelphiaPA19107NonePCCornerstone: Learning for Living initiative$25,000
Tuskegee University
1200 W Montgomery Road KresgeTuskegeeAL36088NonePCCornerstone: Learning for Living initiative$25,000Center Room 204
Univof Wisconsin System-Green Bay
2420 Nicolet DriveGreen BayWI543117001NonePCCornerstone: Learning for Living initiative$22,500
Univof Wisconsin System-Platteville
1 University Plaza Brigham HallPlattevilleWI53818NonePCCornerstone: Learning for Living initiative$22,500
University of Notre Dame
836 Grace HallNotre DameIN46556NonePCCornerstone: Learning for Living initiative$156,250
Virginia Union University
1500 N Lombardy StreetRichmondVA23220NonePCCornerstone: Learning for Living initiative$25,000
Brandeis University
415 South StreetWalthamMA02453NonePCEducation for American Civic Life initiative$92,314
DePaul University
1 E Jackson BoulevardChicagoIL60604NonePCEducation for American Civic Life initiative$95,000
Drexel University
3141 Chestnut Street Suite 103PhiladelphiaPA19104NonePCEducation for American Civic Life initiative$65,000
Emerald Cities Collaborative Inc
1140 Connecticut Ave NW Suite 900BWashingtonDC200364019NonePCEducation for American Civic Life initiative$120,000
University of Rochester
300 East River Road PO Box 270032RochesterNY14627NonePCKnowledge for Freedom initiative$88,000
University of Texas Foundation
9011 Mountain Ridge Drive Suite 150AustinTX78759NonePCKnowledge for Freedom initiative$25,000
Valdosta State University Foundation
1500 N Patterson StValdostaGA31698NonePCKnowledge for Freedom initiative$100,000
Biola University Inc
13800 Biola AvenueLa MiradaCA90639NonePCKnowledge for Freedom initiative$100,000
Dickinson College
PO Box 1773CarlislePA170132896NonePCKnowledge for Freedom initiative$110,000
Elon University
100 Campus Drive Campus Box 2900ElonNC27244NonePCKnowledge for Freedom initiative$100,000
Fordham University
45 Columbus Ave Fl 8New YorkNY10023NonePCKnowledge for Freedom initiative$100,000
George Fox University
414 N Meridian StreetNewbergOR97132NonePCKnowledge for Freedom initiative$97,000
Hollins University
7916 Williamson Road Box 9625RoanokeVA24020NonePCKnowledge for Freedom initiative$25,000
Loyola University Chicago
111 E Pearson StreetChicagoIL60611NonePCKnowledge for Freedom initiative$25,000
New York University
25 West 4th Street 4th FloorNew YorkNY10012NonePCKnowledge for Freedom initiative$117,000
Nova Southeastern University
3301 College AvenueFt LauderdaleFL33314NonePCKnowledge for Freedom initiative$25,000
Portland State University Foundation
PO Box 243PortlandOR972070243NonePCKnowledge for Freedom initiative$100,000
Stony Brook Foundation
230 AdministrationStony BrookNY11794NonePCKnowledge for Freedom initiative$91,700
Trustees of Boston University
881 Commonwealth Avenue 4th FloorBostonMA02215NonePCKnowledge for Freedom initiative$100,000
Trustees of Columbia University In The City of New York
304 Earl Hall MC 2025New YorkNY10027NonePCKnowledge for Freedom initiative$151,000
University of Dallas
1845 E Northgate DriveIrvingTX75062NonePCKnowledge for Freedom initiative$100,000
Washington University in St Louis
One Brookings DriveSt LouisMO63130NonePCKnowledge for Freedom initiative$83,333
Yale University
PO Box 2038New HavenCT06521NonePCKnowledge for Freedom initiative$133,000
BronxWorks Inc
60 East Tremont AvenueBronxNY10453NonePCCollege-Communities Connections initiative$50,000
Brooklyn College Foundation
2900 Bedford AvenueBrooklynNY11210NonePCCollege-Communities Connections initiative$50,000
CAMBA Inc
1720 Church Avenue 2nd FloorBrooklynNY11226NonePCCollege-Communities Connections initiative$50,000
Drew University
36 Madison Avenue Mead Hall RoomMadisonNJ07940NonePCCollege-Communities Connections initiative$50,000205
Fordham University
45 Columbus Ave Fl 8New YorkNY10023NonePCCollege-Communities Connections initiative$50,000
Harlem Educational Activities Fund Inc
2090 Adam Clayton Powell Jr BlNew YorkNY10027NonePCCollege-Communities Connections initiative$50,000
Sponsors for Educational Opportunity
55 Exchange PlaceNew YorkNY10005NonePCCollege-Communities Connections initiative$25,000
Trustees of Columbia University In The City of New York
304 Earl Hall MC 2025New YorkNY10027NonePCCollege-Communities Connections initiative$100,000
Texas Community College Education Initiative
1304 San Antonio St Ste 2011AustinTX78701NonePCFaculty Planning and Curricular Coherence$85,000
The Regents of the Univ of California
405 Hilgard Avenue Box 957089 1125Los AngelesCA90095NonePCLiberal Arts and the Professions initiative$101,000Murphy Hall
Georgia State University Research Foundation Inc
PO Box 3999AtlantaGA30302NonePCPathways to the Liberal Arts initiative$95,000
International Scholarship & Tuition
1321 Murfreesboro Pike 800NashvilleTN372172698NonePCScholarship Program$479,475
Commission on Independent Colleges and Universities
17 Elk StreetAlbanyNY12207NonePCTransfer Pathways to the Liberal Arts initiative$50,000
Council of Independent Colleges
One Dupont Cir NWWashingtonDC20036NonePCTransfer Pathways to the Liberal Arts initiative$25,000
Independent Colleges of Washington
600 Stewart Street Suite 600SeattleWA98101NonePCTransfer Pathways to the Liberal Arts initiative$49,500
Michigan Community College Foundation
110 W Michigan Avenue Suite 650LansingMI48933NonePCTransfer Pathways to the Liberal Arts initiative$30,625
Minnesota Private College Fund
Town Square Tower 445 MinnesotaSt PaulMN551012903NonePCTransfer Pathways to the Liberal Arts initiative$63,600Street Ste 500
New England Board of Higher Education
45 Temple PlaceBostonMA02111NonePCTransfer Pathways to the Liberal Arts initiative$75,000
Research Foundation of the City University of New York
230 West 41st Street 7th FlNew YorkNY10036NonePCSpecial Project, college completion innovation fund$50,000
New World Foundation
680 West End Avenue 1CNew YorkNY10025NonePCSpecial Project, Anchor Fellows$20,000
Foundation for California Community Colleges
1102 Q Street Suite 4800SacramentoCA95811NonePCSpecial Project, California Guided Pathways Project$150,000
Interfaith Youth Core
141 W Jackson Boulevard Suite 3200ChicagoIL60604NonePCSpecial Project, civic approach to teaching about religioius diversity in General Education$25,000
Tides Center
1012 Tomey AvenueSan FranciscoCA94129NonePCSpecial Project, elevating the voices of our future innovators$50,000
New York State Association for College Admission Counseling Inc
PO Box 28Red HookNY12571NonePCSpecial Project, support of high school counselors$1,000
Partnership for After School Education
11 Broadway Suite 1515New YorkNY10004NonePCSpecial Project, support professional development programing for youth educations$25,000
Philosophy Learning and Teaching Organization Inc
319 NW 100th StreetSeattleWA98177NonePCSpecial Project, support teachers of philosophy at the college and pre-college level$3,000
CE International
1100 15th Street NW Floor 4WashingtonDC20005NonePCSpecial Project, to support teachers in Ukraine$1,000
The Reading Team
2090 Adam Clayton Powell Jr BlvdNew YorkNY10027NonePCSpecial Project, youth literacy$5,000Suite 100
1000 Friends of Florida Inc
PO Box 5948TallahasseeFL32314NonePCGeneral Support$300
Alpha-1 Foundation
3300 Ponce de Leon BoulevardCoral GablesFL33134NonePCGeneral Support$500
Amer Assocfor Advancement of Science
1200 New York AvenueWashingtonDC20005NonePCGeneral Support$1,000
American Academy of Arts & Sciences
136 Irving StreetCambridgeMA02138NonePCGeneral Support$1,500
American Antiquarian Society
185 Salisbury StreetWorcesterMA10027NonePCGeneral Support$100
American Council of Learned Societies
633 Third Ave 8th FloorNew YorkNY100176795NonePCGeneral Support$5,100
American Historical Association
PO Box 347214PittsburghPA152514214NonePCGeneral Support$10,000
American Philosophical Society
104 South Fifth StreetPhiladelphiaPA191063386NonePCGeneral Support$1,600
American Society for the Prevention of Cruelty to Animals
520 Eighth Avenue 7th FloorNew YorkNY10018NonePCGeneral Support$200
Barnard College Office of Development
3009 BroadwayNew YorkNY10027NonePCGeneral Support$1,500
Boys & Girls Clubs of Martin County Inc
PO Box 910 11500 Se Lares AveHobe SoundFL33475NonePCGeneral Support$1,000
Breath-Body-Mind Foundation Inc
1034 Lamplighter RoadNiskayunaNY12309NonePCGeneral Support$15,000
Broad Street Presbyterian Church
760 E Broad StreetColumbusOH43205NonePCGeneral Support$1,000
Brooklyn Institute for Social Research
68 Jay Street 308BrooklynNY11201NonePCGeneral Support$8,590
Candid
32 Old Slip 24th FloorNew YorkNY10005NonePCGeneral Support$10,000
Chijnaya Foundation Inc
1717 E Vista Chino Rd Suite A7-488Palm SpringsCA92262NonePCGeneral Support$1,000
Clemente Course in the Humanities Inc
787 Seventh AvenueNew YorkNY10019NonePCGeneral Support$5,000
Cornell University
130 E Seneca St Ste 400IthacaNY14850NonePCGeneral Support$30,000
Council on Foundations
Membership Lockbox PO Box 75661BaltimoreMD212755661NonePCGeneral Support$8,500
Doctors Without Borders USA Inc
40 Rector Street 16th FloorNew YorkNY10006NonePCGeneral Support$1,000
Dutchess County SPCA
636 Violet AvenueHyde ParkNY12538NonePCGeneral Support$100
Eagles Mere Conservancy
PO Box 64Eagles MerePA17731NonePCGeneral Support$250
East Harlem Tutorial Program
2050 Second AvenueNew YorkNY10029NonePCGeneral Support$5,000
Foundation for Individual Rights in Education Inc
510 Walnet Street Suite 1250PhiladelphiaPA19106NonePCGeneral Support$25,000
Fresh Air Fund
633 Third Avenue 14th FlNew YorkNY10017NonePCGeneral Support$100
Friends of Bexley Public Library
2411 East Main StreetBexleyOH43209NonePCGeneral Support$250
Government Accountability Institute
PO Box 12594TallahasseeFL32317NonePCGeneral Support$500
Gulf Coast Community Foundation
601 Tamiami Trail SouthVeniceFL34285NonePCGeneral Support$5,000
Harold Hunter Foundation
151 First AvenueNew YorkNY10003NonePCGeneral Support$200
Hobe Sound Community Chest
PO Box 511Hobe SoundFL33455NonePCGeneral Support$500
Hoshyar Foundation
PO Box 28502AustinTX78755NonePCGeneral Support$1,000
Humanities New York
150 Broadway Ste 1700New YorkNY10038NonePCGeneral Support$100
ICE Foundation Inc
PO Box 644New YorkNY10009NonePCGeneral Support$200
JDRF
8035 Hosbrook Road Suite 210CincinnatiOH45236NonePCGeneral Support$250
Jefferson Cabinet
108 Berkshire RoadRichmondVA23221NonePCGeneral Support$200
Jewish Communal Fund
575 Madison Avenue Suite 703New YorkNY10022NonePCGeneral Support$10,000
Jupiter Island Garden Club
PO Box 1410Hobe SoundFL33475NonePCGeneral Support$500
Jupiter Island Medical Clinic Inc
100 Estrada RoadHobe SoundFL33455NonePCGeneral Support$1,000
Jupiter Medical Center Foundation
1210 South Old Dixie HighwayJupiterFL33458NonePCGeneral Support$7,500
Ladies Who Hoop Inc
711 Amsterdam AvenueNew YorkNY10025NonePCGeneral Support$600
Literary Classics of the United States Library of America
14 East 60th StreetNew YorkNY10022NonePCGeneral Support$100
Luria Academy of Brooklyn
238 St Marks AveBrooklynNY11238NonePCGeneral Support$6,000
Mary Institute and Country Day School
101 N Warson RoadSt LouisMO63124NonePCGeneral Support$300
Memorial Sloan Kettering Cancer Center
PO Box 5028HagerstownMD217415028NonePCGeneral Support$750
Mount Tamalpais College
PO Box 492San QuentinCA94964NonePCGeneral Support$1,500
New York Historical Society
170 Central Park WestNew YorkNY10024NonePCGeneral Support$100
New York Public Radio
160 Varick StreetNew YorkNY10013NonePCGeneral Support$1,250
New York Restoration Project
254 W 31st Street 10th FlNew YorkNY10001NonePCGeneral Support$500
Northwell Health Inc
300 Community DriveManhassetNY11030NonePCGeneral Support$3,500
Our Companions Domestic Animal Sanctuary INC
PO Box 956ManchesterCT06045NonePCGeneral Support$500
PACE-Philanthropy for Active Civic Engagement
611 Pennsylvania Ave SE Box 372WashingtonDC20003NonePCGeneral Support$5,000
Parkinson's Foundation Inc
1359 Broadway Suite 1509New YorkNY10018NonePCGeneral Support$500
Pelotonia
450 W Broad StreetColumbusOH43215NonePCGeneral Support$3,500
Philanthropy New York
320 East43rd StreetNew YorkNY10017NonePCGeneral Support$22,100
Physicians for Peace
520 W 21st Street G2103NorfolkVA23517NonePCGeneral Support$65,000
Preservation Society of Charleston
147 King StCharlestonSC29401NonePCGeneral Support$100
Puppies Behind Bars Inc
263 West 38th Street 4th FloorNew YorkNY10018NonePCGeneral Support$1,000
Rector & Visitors of The University of Virginia
1001 N Emmett StreetCharlottesvilleVA22903NonePCGeneral Support$100
Research Foundation of the City University of New York
230 West 41st Street 7th FlNew YorkNY10036NonePCGeneral Support$25,000
Rhinebeck Performing Arts Inc
661 Route 308RhinebeckNY12572NonePCGeneral Support$100
Santa Barbara Zoological Foundation
500 Ninos DriveSanta BarbaraCA93103NonePCGeneral Support$4,000
Social & Environmental Entrepreneurs
23564 Calabasas Road Suite 201CalabasasCA91302NonePCGeneral Support$1,000
Speak Up for Kids Palm Beach County
PO Box 1896West Palm BeachFL33402NonePCGeneral Support$5,000
St Lukes Wood River Foundation Inc
PO Box 7005KetchumID83340NonePCGeneral Support$5,000
St Paul & St Andrew United Methodist Church
263 W 86th StreetNew YorkNY10024NonePCGeneral Support$1,000
Stratford Hall
483 Great House RoadStratfordVA225589900NonePCGeneral Support$100
Taft School Corporation
110 Woodbury RoadWatertownCT06795NonePCGeneral Support$15,000
The Association of American Colleges & Universities
1818 R Street NWWashingtonDC20009NonePCGeneral Support$30,000
The Columbus Foundation
1234 E Broad StreetColumbusOH43205NonePCGeneral Support$250
The Marine Mammal Center
2000 Bunker Road Fort CronkhiteSausalitoCA94965NonePCGeneral Support$500
The New York Times Neediest Cases Fund
PO Box 5193New YorkNY10087NonePCGeneral Support$100
The UCLA Foundation
10920 Wilshire Boulevard Suite 900Los AngelesCA90024NonePCGeneral Support$5,000
Thomas Jefferson Foundation Inc
PO Box 217CharlottesvilleVA22902NonePCGeneral Support$100
Timothy M Draper Center for Dance Education
1326 University AvenueRochesterNY14607NonePCGeneral Support$1,500
Town of Palm Beach United Way Inc
44 Cocoanut Row Suite M201Palm BeachFL33480NonePCGeneral Support$5,000
Trustees of Columbia University In The City of New York
304 Earl Hall MC 2025New YorkNY10027NonePCGeneral Support$4,750
United Jewish Appeal Federation of Jewish Philanthropies ofNY Inc
130 East 59th StreetNew YorkNY10022NonePCGeneral Support$500
United Way of Palm Beach County
477 S Rosemary Avenue Suite 230West Palm BeachFL33401NonePCGeneral Support$10,000
University of Richmond
114 UR DriveUniversity of RichmoVA23173NonePCGeneral Support$1,000
Upstate Films Limited
PO Box 324RhinebeckNY12572NonePCGeneral Support$100
Yeamans Hall Club Foundation
900 Yeamans Hall RoadCharlestonSC29410NonePCGeneral Support$400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,316,887TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Ashland University
401 College AvenueAshlandOH44085NonePCKnowledge for Freedom initiative$163,333
Biola University
13800 Biola AvenueLa MiradaCA90639NonePCKnowledge for Freedom initiative$200,000
Trustees of Boston University
881 Commonwealth Avenue 4th FloorBostonMA02215NonePCKnowledge for Freedom initiative$100,000
Columbia University
1130 Amsterdam Avenue 319 HamiltonNew YorkNY10027NonePCKnowledge for Freedom initiative$200,000Hall
Emerald Cities Collaborative Inc
1140 Connecticut Ave NW Suite 900BWashingtonDC200364019NonePCEducation for American Civic Life initiative$80,000
DePaul University
1 E Jackson BoulevardChicagoIL60604NonePCEducation for American Civic Life initiative$190,000
Drexel University
3141 Chestnut Street Suite 103PhiladelphiaPA19104NonePCEducation for American Civic Life initiative$210,000
Dickinson College
PO Box 1773CarlislePA170132896NonePCKnowledge for Freedom initiative$132,000
Elon University
100 Campus Drive Campus Box 2900ElonNC27244NonePCKnowledge for Freedom initiative$200,000
Fordham University
45 Columbus Ave Fl 8New YorkNY10023NonePCKnowledge for Freedom initiative$200,000
George Fox University
414 N Meridian StreetNewbergOR97132NonePCKnowledge for Freedom initiative$88,000
Council of Independent Colleges
One DuPont Circle NWWashingtonDC20036NonePCTransfer Pathways to the Liberal Arts initiative$126,000
Independent Colleges of Washington
600 Stewart Street Suite 600SeattleWA98101NonePCTransfer Pathways to the Liberal Arts initiative$75,500
Interfaith Youth Core
141 W Jackson Boulevard Suite 3200ChicagoIL60604NonePCSpecial Project, civic approach to teaching about religioius diversity in General Education$37,500
Iowa Independent Higher Education Research Foundation
3775 EP True Parkway 253West Des MoinesIA50265NonePCTransfer Pathways to the Liberal Arts initiative$35,000
John Jay College of Criminal Justice
524 West 59th Street Haaron HallNew YorkNY10019NonePCSpecial project, Transforming the John JY Justice Core Curriculum.$104,000623
Miami University
501 E High StreetOxfordOH45056NonePCKnowledge for Freedom initiative$212,000
Michigan Community College Foundation
110 W Michigan Avenue Suite 650LansingMI48933NonePCTransfer Pathways to the Liberal Arts initiative$106,875
Minnesota Humanities Center
987 Ivy Avenue EastSaint PaulMN55106NonePCEducation for American Civic Life initiative$250,000
Minnesota Private College Fund
Town Square Tower 445 MinnesotaSt PaulMN551012903NonePCTransfer Pathways to the Liberal Arts initiative$135,600Street Ste 500
New England Board of Higher Education
45 Temple PlaceBostonMA02111NonePCTransfer Pathways to the Liberal Arts initiative$200,000
New York University
25 West 4th Street 4th FloorNew YorkNY10012NonePCKnowledge for Freedom initiative$69,000
Oregon Alliance of Independent Colleges and Universities
8215 SW Tualatin Sherwood Rd SuiteTualatinOR97062NonePCTransfer Pathways to the Liberal Arts initiative$160,000200
Portland State University
PO Box 243PortlandOR972070243NonePCKnowledge for Freedom initiative$200,000
Stony Brook
230 AdministrationStony BrookNY11794NonePCKnowledge for Freedom initiative$124,600
Texas Community College Education Initialtive
1304 San Antonio St Ste 2011AustinTX78701NonePCFaculty Planning and Curricular Coherence initiative$15,000
The Colin Powell School for Civic and Global Leadership at CUNY
160 Convent Avenue NAC 6/141New YorkNY10031NonePCEducation for American Civic Life initiative$200,000
The Research Fdn of CUNY (for Graduate NYC)
230 West 41st StreetNew YorkNY10036NonePCSpecial Project, college completion innovation fund$50,000
University of Dallas
1845 E Northgate DriveIrvingTX75062NonePCKnowledge for Freedom initiative$200,000
University of Michigan-Flint
3003 S State Street 1st FloorAnn ArborMI48109NonePCCornerstone: Learning for Living initiative$85,000Wolverine Tower
University of North Carolina Wilmington
601 S College RoadWilmingtonNC28403NonePCEducation for American Civic Life initiative$300,000
University of Puerto Rico
Department of HumanitiesMayaguezPR00680NonePCCornerstone: Learning for Living initiative$25,000
Ursinus College
601 E Main StreetCollegevillePA19426NonePCCornerstone: Learning for Living initiative$86,000
Valdosta State University
1500 N Patterson StValdostaGA31698NonePCKnowledge for Freedom initiative$200,000
Villanova University
800 E Lancaster AvenueVillanovaPA19085NonePCKnowledge for Freedom initiative$140,000
Washington University of St Louis
One Brookings DriveSt LouisMO63130NonePCKnowledge for Freedom initiative$83,334
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$4,983,742TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$331,854UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$1,641,760ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$189,511UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$12,886,091ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$521,365UnrelatedBusinessTaxblIncmAmt
Exclusion$14,527,851ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,049,216TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
NATIONAL ENDOWMENT FOR THE HUMANITIES
1400 7TH STREET SWWASHINGTONDC20024$554,147Yes (X)
W SCOTT ESSEX
2C/O THE TEAGLE FOUNDATION 570 LEXINNEW YORKNY10022$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT AND TAX PREPARATION$32,000$0$29,000
ACCOUNTING/BOOKKEEPING$40,608$0$40,573

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtRtRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
LEASEHOLD IMPROVEMENTS$234,447$172,019SL0.000000000000$15,630$0
FURNITURE & EQUIPMENT$234,011$170,209SL0.000000000000$15,711$0
PAINTINGS$30,480SL0.000000000000$0$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Apax Europe VII, L.P.$37,879$37,879
Highbridge Mezzanine Partners, L.P.$144,726$144,726

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ExxonMobil Corporation$9,084,263$9,084,263
WisdomTree Cloud Computing Fund$2,990,997$2,990,997
Vanguard Total World Stock Index Fund$5,350,667$5,350,667
Vanguard S&P 500 ETF$8,935,888$8,935,888

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$11,710,034USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$11,710,034USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (74 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Alta RockFMV$2,726,417$2,726,417
Anatole Partners Long Only, L.P.FMV$2,666,781$2,666,781
Biotechnology Value Fund IIFMV$4,301,811$4,301,811
Fairmount Healthcare Fund II, L.P.FMV$3,287,534$3,287,534
Lone CascadeFMV$3,453,299$3,453,299
Parvus European Opportunities Fund, L.P.FMV$7,813,458$7,813,458
Rock Springs Capital Fund, L.P.FMV$3,799,751$3,799,751
SCGE Offshore Fund, L.P.FMV$4,492,540$4,492,540
Tiger Global Long Opportunities, Ltd.FMV$617,631$617,631
683 Capital Partners, Ltd.FMV$2,521,957$2,521,957
Anatole Partners Enhanced, LTDFMV$2,238,445$2,238,445
Insolve Global Credit Feeder Fund III, L.P.FMV$1,972,216$1,972,216
Insolve Global Credit Feeder Fund IV, L.P.FMV$1,757,991$1,757,991
Insolve Global Credit Feeder Fund V, L.P.FMV$2,312,375$2,312,375
Half Sky Fund, Ltd.FMV$1,307,379$1,307,379
Lion Point International, Ltd.FMV$96,528$96,528
Maverick Lien Fund V, L.P.FMV$665,927$665,927
Nitorum Fund, Ltd.FMV$4,196,481$4,196,481
Park Presidio Capital Fund, Ltd.FMV$2,563,237$2,563,237
RA Capital Healthcare International Fund, Ltd.FMV$1,939,033$1,939,033
Whale Rock CapitalFMV$2,575,725$2,575,725
01 Advisors 01, L.P.FMV$1,626,044$1,626,044
01 Advisors 02, L.P.FMV$455,915$455,915
Alpine Investors VI, L.P.FMV$2,026,669$2,026,669
Alpine Investors VII, L.P.FMV$2,244,501$2,244,501
Alpine Investors VIII, L.P.FMV$196,857$196,857
Apollo VII Private Investors Tax Exempt, LLCFMV$20,629$20,629
Asian Infrastructure & Related Resource Opportunity FundFMV$454,519$454,519
Balboa Retail Fund II, L.P.FMV$271,755$271,755
BLC II Fund B, L.P.FMV$353,944$353,944
Boldstart Opportunities II, L.P.FMV$444,429$444,429
Boldstart Opportunities III, L.P.FMV$69,746$69,746
Boldstart Opportunities VI, L.P.FMV$9,452$9,452
Boldstart Ventures V, L.P.FMV$46,026$46,026
Boulder Ridge Estates, LLCFMV$248,913$248,913
Defy Partners II, L.P.FMV$647,142$647,142
Denham Mining Fund, L.P.FMV$1,137,264$1,137,264
Flexpoint FordFMV$648,906$648,906
Fuel Capital III, L.P.FMV$180,132$180,132
GSV Acceleration Fund I, L.P.FMV$647,914$647,914
HarbourVest Partners V-Direct FundFMV$249,203$249,203
HarbourVest Partners VII - Buyout Partnership FundFMV$51,287$51,287
HarbourVest Partners V-Partnership FundFMV$87,492$87,492
HighBrook Propery Fund III, LPFMV$548,402$548,402
Hopu MagnoliaFMV$52,076$52,076
India Property Fund, LLCFMV$41,155$41,155
Industrial Growth Partners VFMV$614,880$614,880
Industrial Growth Partners VIFMV$22,903$22,903
Kimmeridge Mineral Fund, L.P.FMV$1,181,246$1,181,246
KKR 2006 Private Investors Offshore, L.PFMV$332,078$332,078
Knightsbridge Integrated Holdings V, L.P.FMV$77,425$77,425
Knightsbridge Venture Capital VI, L.P.FMV$1,494,934$1,494,934
Luminate Capital Partners, L.P.FMV$717,162$717,162
Luminate II Capital Partners, L.P.FMV$1,176,196$1,176,196
Luminate III Capital Partners, L.P.FMV$401,300$401,300
MCR Hospitality Fund, L.P.FMV$1,107,683$1,107,683
Pearl I Energy Investments, L.P.FMV$2,750,858$2,750,858
Pearl II Energy Investments, L.P.FMV$213,821$213,821
Ridgeview Land Ventures, LLCFMV$33,816$33,816
Riverstone EnergyFMV$7,735$7,735
Sierra Hills Investors, LLCFMV$58,495$58,495
Siguler Guff Brazil Special Situations Fund IFMV$2,024,789$2,024,789
Siguler Guff Brazil Special Situations Fund IIFMV$608,110$608,110
Sycamore Partners III, L.P.FMV$594,819$594,819
SYN Ventures Fund LPFMV$624,244$624,244
TIFF Keystone Fund, L.P.FMV$12,237,584$12,237,584
Tiger X Global Private Investment Partners, L.P.FMV$2,854,891$2,854,891
Tiger XI Global Private Investment Partners, L.P.FMV$1,664,316$1,664,316
Tiger XII Global Private Investment Partners, L.P.FMV$997,594$997,594
Tiger XIV Global Private Investment Partners, L.P.FMV$781,062$781,062
West Bickford Holdings, LLCFMV$230,796$230,796
Will Ventures II LLCFMV$16,248$16,248
Zhen Partners VII, L.P.FMV$14,275$14,275
OtherFMV$7,587$7,587

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
LEASEHOLD IMPROVEMENTS$234,447$187,649$46,798
FURNITURE & EQUIPMENT$234,011$185,920$48,091
PAINTINGS$30,480$0$30,480

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$1,308LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,308DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED APPRECIATIONDesc
Amt$29,409,162Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$28,076$0$28,206
STATIONARY, POSTAGE AND SUPPLIES$5,364$970$3,982
COMPUTER SUPPORT$45,551$8,240$36,437
MAINTENANCE & REPAIRS$28,221$5,105$25,236
DUES$11,045$371$6,656
EXXON SCHOLARSHIP MGT. EXP.$40,000$0$40,000
OFFICE EQUIPMENT, FURNITURE, ETC.$43,417$7,855$33,992
WEBSITE$31,808$5,754$26,198
INTERN$9,208$0$9,174
INCENTIVES$2,341$424$1,918

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN DEFERRED TAXDesc
Amt$408,787Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED FEDERAL EXCISE TAXDesc
BOY Book Value$698,246BOYBookValueAmt
EOY Book Value$289,459EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$1,047,261$550,954$0
INVESTMENT CONSULTING$832,001$832,001$0
PROGRAM CONSULTING$174,072$0$149,072
CONSULTING$16,995$0$8,697
PAYROLL FEES$11,262$0$11,262
HONORARIA AND ADVISORY COUNCIL$16,284$0$16,284
MEDIA RELATIONS$150,000$0$150,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE AND UBIT TAX$171,299$0$0
NYS FILING FEES$1,500$0$1,500