JOSIAH MACY JR FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOSIAH MACY JR FOUNDATION (EIN 13-5596895)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-11
- IRS object ID
- 202321319349103482
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T13:59:15-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135596895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSIAH MACY JR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSI | BusinessNameControlTxt |
| Phone | 2124862424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 EAST 64TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY J HUMPHREY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124862424 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOLLY | PersonFirstNm |
| Person Last | HUMPHREY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL WALLACE | PreparerPersonNm |
| PTIN | P00881958 | PTIN |
| Phone | 2126972299 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $140,766,469 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,792,566 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,792,566 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,820,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,339,418 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,820,049 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,626,825 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $220,242 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,239,440 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,832,857 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,420,369 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $44,031 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,376,338 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $812,825 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $29,262 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $776,760 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $379,141 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,512 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $366,725 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,621 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,821 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $124,449 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,667 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $102,339 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,121,384 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $989,074 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $135,690 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $479,838 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,395 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $234,161 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $328,503 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $21,717 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $21,396 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $161,715 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $154,828 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,594,668 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $874,526 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $538,792 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,447,230 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,971,467 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,709,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,531,886 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,116,445 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,979,116 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,971,467 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,826,295 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,260,324 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,861,390 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $911,239 | CashBOYAmt |
| Cash EOY | $812,121 | CashEOYAmt |
| Cash EOYFMV | $812,121 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $136,691 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $64,202 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $64,202 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $152,550,448 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $135,303,465 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $135,303,465 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,277,912 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,505,391 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,090,184 | LandBOYAmt |
| Land EOY | $3,772,521 | LandEOYAmt |
| Land EOYFMV | $3,772,521 | LandEOYFMVAmt |
| Other Assets BOY | $942,518 | OtherAssetsBOYAmt |
| Other Assets EOY | $814,160 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $814,160 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $158,631,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $140,766,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $140,766,469 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $264,404 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $660,059 | AccountsPayableEOYAmt |
| Grants Payable BOY | $634,559 | GrantsPayableBOYAmt |
| Grants Payable EOY | $50,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,508,236 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,045,511 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,407,199 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,755,570 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $156,223,881 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $139,010,899 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $156,223,881 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $139,010,899 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $158,631,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $140,766,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $156,223,881 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,260,324 | ExcessRevenueOverExpensesAmt |
| Other Increases | $332,170 | OtherIncreasesAmt |
| Subtotal | $162,816,375 | SubtotalAmt |
| Other Decreases | $23,805,476 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $139,010,899 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| GURTIN | P | $2,078 | $2,078 | $2,078 | |
| BLACKROCK | P | $6,305,979 | $21,284 | $21,284 | $6,284,695 |
| SELECT EQUITY | P | $2,661,456 | $552,235 | $552,235 | $2,109,221 |
| OTHER INVESTMENTS | P | $6,534,602 | $409,149 | $409,149 | $6,125,453 |
| REALIZED GAINS PASSED THROUGH FROM INVESTMENT IN LP'S | P | $9,835,303 | $9,835,303 | $9,835,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,820,049 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $164,873 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $164,873 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $164,873 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $104,878 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $254,878 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $162 | EsPenaltyAmt |
| Overpayment | $89,843 | OverpaymentAmt |
| Applied To ES Tax | $89,843 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MACYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124862424 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 EAST 64TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HOLLY J HUMPHREY MD | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | PRESIDENT | 40.00 | $864,438 | $121,829 | $0 |
| PETER GOODWIN | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | COO-TREASURER | 40.00 | $555,931 | $49,003 | $0 |
| WILLIAM H WRIGHT II | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | CHAIRMAN | 0.50 | $0 | $0 | $0 |
| DAVID BLUMENTHAL | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| FRANCISCO G CIGARROA MD | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| TERRY FULMER PHD RN FAAN | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MEREDITH B JENKINS | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HOWARD K KOH MD MPH | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| VALERIE MONTGOMERY RICE MD | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| STEVEN M SAFYER MD | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARY WAKEFIELD PHD RN FAAN | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| GREGORY H WARNER | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DANA LEVINSON | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | CHIEF PROGRAM OFFICE | 40.00 | $294,269 | $47,602 | $0 |
| KAREN BUTLER | ||||||||
| 44 E 64TH ST | NEW YORK | NE | 10065 | ASSISTANT TREASURER | 40.00 | $139,795 | $71,948 | $0 |
| STEPHEN C SCHOENBAUM | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | SPECIAL ADVISOR TO T | 16.00 | $179,307 | $0 | $0 |
| YASMINE LEGENDRE | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | PROGRAM ASSOCIATE | 40.00 | $108,762 | $54,149 | $0 |
| KAREN KOURT | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | EXECUTIVE ASSISTANT | 40.00 | $90,492 | $34,809 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HALL CAPITAL PARTNERS LLC | |||||
| ONE MARITIME PLAZA SUITE 500 | SAN FRANCISCO | CA | 94111 | INVESTMENT ADVISOR | $739,483 |
| BURNESS COMMUNICATIONS | |||||
| 7910 WOODMONTH AVENUE SUITE 650 | BETHESDA | MD | 20814 | COMMUNICATIONS CONSULTANTS | $108,101 |
| ARABELLA ADVISORS LLC | |||||
| 1828 L ST NW SUITE 300 | WASHINGTON | DC | 20036 | ACCOUNTING CONSULTANTS | $57,512 |
| LUTZ AND CARR CPAS LLP | |||||
| 551 FIFTH AVENUE SUITE 400 | NEW YORK | NY | 10176 | AUDITORS | $55,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $150,506,836 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,097,801 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $151,604,637 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $151,604,637 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,274,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $149,330,567 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,466,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,466,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $164,873 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $194,802 | IncomeTaxAmt |
| Total Tax | $359,675 | TotalTaxAmt |
| Distributable Before Adj | $7,106,853 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,106,853 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,106,853 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,826,295 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $4,665 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $6,830,960 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,106,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,390,110 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,834,891 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,614,267 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $5,839,268 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,830,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,830,960 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $275,893 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $275,893 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,563,375 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,114,217 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,449,158 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,834,891 | ExcessFromYear4Amt |
| Excess From Year3 | $2,614,267 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOLLY J HUMPHREY MD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 EAST 64TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2124862424 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS MUST BE COMPLETED AND SUBMITTED ONLINE AT WWW.MACYFOUNDATION.ORG. ALL APPLICATIONS START WITH A LETTER OF INQUIRY WHICH CONTAINS: -NAMES AND QUALIFICATIONS OF THOSE WHO WOULD CARRY OUT THE PROJECT -BRIEF DESCRIPTION OF THE PROJECT GOALS AND DESIGN, AND HOW IT FITS WITHIN YOUR ORGANIZATION -ESTIMATED PROJECT BUDGET LETTERS OF INQUIRY ARE EVALUATED ON THESE KEY DIMENSIONS: -RELEVANCE TO OUR PRIORITIES; -IMPORTANCE AND ORIGINALITY. -SIGNIFICANCE AND GENERALIZABILITY; AND SUSTAINABILITY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE JOSIAH MACY JR. FOUNDATION IS A PRIVATE FOUNDATION WHICH PROVIDES GRANTS TO COLLEGES, UNIVERSITIES, AND OTHER PROFESSIONAL ASSOCIATIONS. THE FOUNDATION'S GRANTS HAVE SUPPORTED PROJECTS THAT BROADEN AND IMPROVE HEALTH PROFESSIONAL EDUCATION. CURRENTLY, IT IS TOTALLY DEVOTED TO IMPROVING HEALTH BY ADVANCING THE EDUCATION AND TRAINING OF HEALTH PROFESSIONALS, AND IT IS THE ONLY NATIONAL FOUNDATION SOLELY DEDICATED TO THIS MISSION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ICHAN SCOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1255 | NEW YORK | NY | 10029 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, AN ANTI-RACIST FUTURE: TRANSFORMATIONAL CHANGE IN MEDICAL EDUCATION. | $56,510 | |
| AMERICAN COUNCIL OF ACADEMIC THERAPY INC | ||||||||
| 1020 NORTH FAIRFAX STREET SUITE | ALEXANDRIA | VA | 22314 | N/A | NOT A 501 (C)(3) | TO SUPPORT THE NATIONAL EQUITY, DIVERSITY, AND INCLUSION COMMISSIONS TWO-DAY SUMMIT TO BRING HEALTH PROFESSIONS LEADERS IN ACADEMIC PHYSICAL THERAPY TOGETHER TO CREATE AN ACTION PLAN FOR FOSTERING THE DIVERSITY OF THOSE IN THIS PROFESSION. | $25,000 | 401C |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVENUE DEACONESS 301 | BOSTON | MA | 02215 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, PREPARING MEDICAL STUDENTS AND THEIR TEACHERS FOR SHARED MEDICAL RECORDS WITH PATIENTS (OPENNOTES). | $147,507 | |
| BRANEIS UNIVERSITY | ||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, RELATING ACROSS DIFFERENCE - AN IMPROVEMENT PROCESS FOR CLINICAL UNITS. | $98,483 | |
| BUILDING THE NEXT GENERATION OF ACADEMIC PHYSICIANS INC | ||||||||
| 9 LEGENDARY CIRCLE | RYE BROOK | NY | 10573 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, SERIOUS ILLNESS COMMUNICATION EDUCATION FOR HEALTH PROFESSIONS STUDENTS. | $25,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, SERIOUS ILLNESS COMMUNICATION EDUCATION FOR HEALTH PROFESSIONS STUDENTS. | $199,829 | |
| CENTRAL MICHIGAN UNIVERSITY | ||||||||
| 1200 S FRANKLIN ST | MT PLEASANT | MI | 48859 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, TOWARDS IMPROVING HEALTHCARE FOR PEOPLE WITH DISABILITIES: INCREASING EDUCATION AND TRAINING FOR HEALTHCARE STUDENTS WITH REGARD TO PATIENTS WITH DISABILITIES. | $43,549 | |
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | ||||||||
| 3444 OAK VIEW PL | CINCINNATI | OH | 45209 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $130,610 | |
| DENVER HEALTH AND HOSPITALS FOUNDATION | ||||||||
| 13001 EAST 17TH PLACE | AURORA | CO | 80045 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $138,200 | |
| DREXEL UNIVERSITY | ||||||||
| 1505 RACE STREET MS1056 8TH FLOOR | PHILADELPHIA | PA | 19102 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, AN ANTIRACISM CURRICULUM TO PROMOTE DIVERSITY, EQUITY, AND INCLUSION IN HEALTHCARE EDUCATION: AN ONLINE MODULE WITH WORKSHOPS FOR LEARNERS, FACULTY AND STAFF | $50,000 | ROOM 835 |
| DUQUESNE UNIVERSITY OF TH HOLY SPIRIT | ||||||||
| 600 FORBES AVENUE | PITTSBURGH | PA | 15282 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $114,979 | |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| 2175 K ST NW SUITE 500 | WASHINGTON | DC | 20037 | N/A | 501 (C)(3) | TO SUPPORT THE FOURTH JOSIAH MACY JR. FOUNDATION AWARDS FOR EXCELLENCE IN SOCIAL MISSION IN HEALTH PROFESSIONS EDUCATION AT THE BEYOND FLEXNER CONFERENCE PLANNED FOR MARCH 28-30,2022 IN PHOENIX, ARIZONA. | $25,000 | |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| 2134 G ST NW | WASHINGTON | DC | 20052 | N/A | 501 (C)(3) | TO SUPPORT A COLLABORATIVE INITIATIVE BETWEEN THE UNIVERSITYS SCHOOLS OF NURSING AND EDUCATION AND HUMAN DEVELOPMENT TO DEVELOP INTERDISCIPLINARY TRAINING FOR FUTURE SCHOOL COUNSELORS AND NURSES ON SCREENING FOR THE MENTAL HEALTH EFFECTS OF COVID-19 IN ELEMENTARY STUDENTS. | $25,000 | |
| HOME CENTERED CARE INSTITUTE | ||||||||
| 1900 EAST GOLF ROAD SUITE 480 | SCHAUMBURG | IL | 60173 | N/A | 501 (C)(3) | TO SUPPORT THE DEVELOPMENT AND DISSEMINATION OF A COMPREHENSIVE ONLINE COURSE AND RELATED RESOURCES ON DIVERSITY, EQUITY, AND INCLUSION FOR HOME-BASED CARE: DEVELOPING AND IMPLEMENTING BEST PRACTICES. | $25,000 | |
| ICHAN SCOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1255 | NEW YORK | NY | 10029 | N/A | 501 (C)(3) | THIS AWARD IS TO SUPPORT THE IMPLEMENTATION OF A PILOT TWO-YEAR LEADERSHIP TRAINING PROGRAM, ENTITLED LEAP (LEARN, EXPLORE, ADVOCATE, AND PROMOTE) FELLOWSHIP WHOSE GOAL IS TO DEVELOP FUTURE LEADERS CAPABLE OF CREATING AND OVERSEEING INNOVATIVE HEALTH CARE PROGRAMS THAT MEET THE NEEDS OF OLDER ADULTS. | $25,000 | |
| INTERNATIONAL PEDIATRIC SIMULATION SOCIETY | ||||||||
| 100 YORK STREET SUITE 1F | NEW HAVEN | CT | 06511 | N/A | 501 (C)(3) | TO SUPPORT THE ANNUAL INTERNATIONAL PEDIATRIC SIMULATION SYMPOSIA ON COLLABORATION, RESILIENCE, INCLUSION: TYING IT TOGETHER FROM SEPTEMBER 17-21, 2021. | $5,000 | |
| MATCHING GIFTS PROGRAM CO JOSIAH MACY JR FOUNDATION | ||||||||
| 44 EAST 64TH STREET | NEW YORK | NY | 10065 | N/A | 501 (C)(3) | CONTRIBUTIONS MADE BY BOARD DIRECTORS, DIRECTORS EMERITUS AND FULL TIME EMPLOYEES TO ANY CHARITABLE ORGANIZATION WITH A 501 ( C ) 3 STATUS MATCHED ON A ONE-TO-ONE OR TWO-TO-ONE BASIS. | $126,175 | |
| MEDICAL COLLEGE OF WISCONSIN | ||||||||
| 8700 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, FORMING A CONSORTIUM TO ASSESS, PREPARE AND SUPPORT THE TRANSITION-TO- INTERNSHIP. | $92,145 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 FIFTH STREET NW NAS 03 | WASHINGTON | DC | 20001 | N/A | 501 (C)(3) | THIS AWARD IS TO SUPPORT A SERIES OF INTERACTIVE WORKSHOPS AND EDUCATIONAL MATERIALS ON DIVERSITY, EQUITY, AND INCLUSION WITHIN HEALTH PROFESSIONS EDUCATION. | $25,000 | |
| NATIONAL MEDICAL FELLOWSHIPS | ||||||||
| 1199 NORTH FAIRFAX ST SUITE 600 | ALEXANDRIA | VA | 22314 | N/A | 501 (C)(3) | THIS AWARD IS TO SUPPORT A SERIES OF INTERACTIVE WORKSHOPS AND EDUCATIONAL MATERIALS ON DIVERSITY, EQUITY, AND INCLUSION WITHIN HEALTH PROFESSIONS EDUCATION. | $23,650 | |
| ONE BROOKLYN HEALTH SYSTEM | ||||||||
| 1 BROOKDALE PLAZA CITY | NEW YORK | NY | 11212 | N/A | 501 (C)(3) | THIS AWARD IS TO TO DEVELOP A FACULTY TRAINING CURRICULUM FOR INTERPROFESSIONAL PRACTICE IN THE EQITI (EDUCATION, QUALITY, AND INTERPROFESSIONAL TEAM INTEGRATION) CONTEXT AND DESIGN AND DELIVER A ONE-WEEK AMBULATORY BOOT CAMP FOR RESIDENTS AND HEALTH PROFESSIONS STUDENTS ENTERING THE EQITI LONG BLOCK TRAINING YEAR. | $25,000 | |
| PRISN HEALTH-UPSTATE | ||||||||
| 877 W FARIS ROAD | GREENVILLE | SC | 29605 | N/A | 501 (C)(3) | THIS AWARD IS TO SUPPORT THE DEVELOPMENT OF A LGBTQ+ HEALTH, WELLNESS, AND BELONGING SPECIALIZATION CERTIFICATE PROGRAM FOR GRADUATE MEDICAL TRAINEES AT PRISMA HEALTH. | $25,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 2838 LESLIE PARK CIRCLE | ANN ARBOR | MI | 48105 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $140,000 | |
| SUNY UPSTATE | ||||||||
| 618 IRVING AVE | SYRACUSE | NY | 13210 | N/A | 501 (C)(3) | TO SUPPORT THE THE EXPANSION OF THE UTILIZATION OF THE UPSTATE BIAS CHECKLIST BY CREATING A COMPREHENSIVE INTERACTIVE ONLINE TOOLKIT THAT FACILITATES IMPLEMENTATION OF THE CHECKLIST ACROSS A RANGE OF EDUCATIONAL SETTINGS AND FACILITATES UTILIZATION OF THE CHECKLIST BY EDUCATORS FROM DIFFERENT PROFESSIONAL BACKGROUNDS. | $24,971 | |
| THE HASTINGS CENTER | ||||||||
| 21 MALCOLM GORDON RD | GARRISON | NY | 10524 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, PROFESSIONAL EDUCATION FOR ANTI-ABLEIST HEALTH CARE. | $99,855 | |
| THOMAS JEFFERSON UNIVERSITY | ||||||||
| 125 S 9TH STREET SUITE 600 | PHILADELPHIA | PA | 19107 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, LEARNING TO PRACTICE COLLABORATIVELY FOR THE BENEFIT OF PATIENTS WITH COMPLEX CARE NEEDS. | $117,133 | |
| THOMAS JEFFERSON UNIVERSITY | ||||||||
| 20 WATERMAN AVENUE | PHILADELPHIA | PA | 19118 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $133,200 | |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| 550 16TH STREET BOX 0106 | SAN FRANCISCO | CA | 94143 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, A SCORECARD FOR CLINICAL LEARNING ENVIRONMENTS TO PROMOTE CONTINUOUS IMPROVEMENT. EDUCATION. | $50,000 | |
| UNIVERSITY OF MINNESOTA MEDICAL SCHOOL | ||||||||
| 1035 UNIVERSITY DR 182 SMED | DULUTH | MN | 55812 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, ADDRESSING INDIGENOUS HEALTH DISPARITIES. | $72,306 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 1975 ZONAL AVENUE | LOS ANGELES | CA | 90033 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $140,000 | |
| UNIVERSITY OF TENNESSEE FOUNDATION INC | ||||||||
| 875 UNION AVE | MEMPHIS | TN | 38163 | N/A | 501 (C)(3) | THIS AWARD IS TO SUPPORT THE PRE-HEALTH SCHOLARS 3D PROGRAM, A SIX WEEK SUMMER PROGRAM FOR STUDENTS WHO HAVE BEEN CONDITIONALLY ACCEPTED TO THE UTHSC COLLEGE OF DENTISTRY. | $25,000 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| 1710 RED RIVER | AUSTIN | TX | 78701 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $85,944 | |
| UNIVERSITY OF TEXAS | ||||||||
| 7000 FANNIN 12TH FLOOR | HOUSTON | TX | 77030 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, THE PROMOTING DIVERSITY, GROUP INCLUSION, AND EQUITY (PRODIGIE) STUDY IN MEDICAL EDUCATION. | $100,000 | |
| UNIVERSITY OF UTAH | ||||||||
| 10 SOUTH 2000 EAST | SALT LAKE CITY | UT | 84112 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, ADDRESSING RACIAL INEQUITIES THROUGH INTERPROFESSIONAL SIMULATION AND EXPERIMENTAL LEARNING. | $198,055 | |
| UNIVERSITY OF WASHINGTON | ||||||||
| 7110 191ST PL SW | LYNNWOOD | WA | 98036 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $132,672 | |
| UNIVERSITY OF WASHINGTON | ||||||||
| 4333 BROOKLYN AVE NE BOX 359742 | SEATTLE | WA | 98195 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $133,200 | |
| VILLANOVA UNIVERSITY | ||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $83,180 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 208093 | NEW HAVEN | CT | 06520 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, PROMOTING DIVERSITY, GROUP INCLUSION, AND EQUITY STUDY IN MEDICAL EDUCATION. | $129,292 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,116,445 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DADE COUNTY STREET RESPONSE | |||||||
| 1480 NW N RIVER DRIVE | MIAMI | FL | 33125 | N/A | 501 (C)(3) | THIS AWARD IS TO SUPPORT THE DEVELOPMENT OF A STREET MEDICE ELECTIVE TO BE OFFERED TO 3RD AND 4TH YEAR MEDICAL STUDENTS. THIS TWO-WEEK ELECTIVE WILL BE OFFERED MONTHLY BETWEEN JANUARY TO JUNE, SUPPORTING THREE MEDICAL STUDENTS PER ROTATION. | $25,000 |
| XAVIER UNIVERSITY | |||||||
| 1 DREXEL DR BOX 46 | NEW ORLEANS | LA | 70125 | N/A | 501 (C)(3) | THIS GRANT CANNOT BE TRANSFERRED TO ANOTHER INSTITUTION OR TO ANOTHER PRINCIPAL INVESTIGATOR WITHOUT PRIOR APPROVAL FROM THE FOUNDATION, WHICH ALSO RESERVES THE RIGHT TO TERMINATE THE GRANT IF ANY OF THE PRINCIPAL INVESTIGATORS SHOULD LEAVE THE PROJECT. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,792,566 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,820,049 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| REFUND OF PRIOR YEAR GRANT | 14 | $11,811 | ||
| OTHER INVESTMENT INCOME PASSED THROUGH FROM INVESTMENT LP'S | 14 | $220,242 | ||
| UNRELATED BUSINESS INCOME PASSED THROUGH FROM INVESTMENT IN LP'S | $1,394,772 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,394,772 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,832,857 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,811 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,239,440 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | MISCELLANEOUS RETURN OF GRANT FUNDS. | RelationshipStatementTxt |
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 | $124,449 | Amt |
| Net Investment Income | $18,667 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $102,339 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | $1,922,700 | SL | 0.000000000000 | $0 | $0 | ||
| BUILDINGS & IMPROVEMENT | $5,621,037 | SL | $275,652 | $0 | $3,686,697 | 40.000000000000 | |
| FURNITURE & FIXTURES | $569,514 | SL | $32,277 | $0 | $393,620 | 5.000000000000 | |
| WEBSITE & SOFTWARE | $164,661 | SL | $20,574 | $0 | $96,571 | 5.000000000000 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN COUNCIL OF ACADEMIC THERAPY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 NORTH FAIRFAX STREET SUITE | AddressLine1Txt |
| Address Line2 | 401C | AddressLine2Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-05-06 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | TO SUPPORT THE PROGRAMS OF THE ORGANIZATION. | PurposeOfGrantTxt |
| Expended By Grantee | $25,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Results Of Verification | N/A | ResultsOfVerificationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (45 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK FIXED | FMV | $15,045,403 | $15,045,403 |
| GURTIN | FMV | $2,940,941 | $2,940,941 |
| AMANSA FEEDER, LTD. | FMV | $3,077,939 | $3,077,939 |
| CEPHEI CAPITAL (HCP CHINA CAPITAL APPRECIATION FUND, L.P.) | FMV | $3,113,246 | $3,113,246 |
| DODGE & COX GLOBAL STOCK FUND | FMV | $7,146,250 | $7,146,250 |
| GENERATION IM FUND PLC | FMV | $10,625,937 | $10,625,937 |
| HCIF OFFSHORE LP | FMV | $4,085,233 | $4,085,233 |
| SELECT EQUITY SMALL-MID CAP FUND | FMV | $5,682,741 | $5,682,741 |
| SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY | FMV | $8,814,990 | $8,814,990 |
| WGI EMERGING MARKETS FUND, LLC | FMV | $4,022,359 | $4,022,359 |
| ABRAMS CAPITAL | FMV | $4,217,150 | $4,217,150 |
| ARCLIGHT ENERGY PARTNERS FUND VI, L.P. (2015) | FMV | $905,008 | $905,008 |
| ARDIAN SECONDARY FUND VI B, LP (2013) | FMV | $451,808 | $451,808 |
| ATALAYA SPECIAL OPPORTUNITIES FUND VI (2015) | FMV | $225,915 | $225,915 |
| BAIN CAPITAL FUND | FMV | $1,462,979 | $1,462,979 |
| BRACEBRIDGE (BIL, LTD) | FMV | $4,568,864 | $4,568,864 |
| CANYON VALUE REALIZATION FUND (CAYMAN), LTD. | FMV | $3,214,216 | $3,214,216 |
| CI CAPITAL INVESTORS III, LP (2016) | FMV | $349,451 | $349,451 |
| COREVIEW OFFSHORE FUND | FMV | $2,213,664 | $2,213,664 |
| DAVIDSON KEMPNER INTERNATIONAL, LTD. | FMV | $3,665,800 | $3,665,800 |
| EMINENCE FUND, LTD. | FMV | $3,652,144 | $3,652,144 |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP (SIDEPOCKETS) | FMV | $5,424,679 | $5,424,679 |
| FORTRESS | FMV | $1,696,338 | $1,696,338 |
| HCP PE X | FMV | $1,851,600 | $1,851,600 |
| HCP PE XI | FMV | $311,789 | $311,789 |
| HCP PRIVATE EQUITY FUND IX-A, LP | FMV | $3,943,539 | $3,943,539 |
| HCP PRIVATE EQUITY FUND VIII-A, LP | FMV | $8,035,209 | $8,035,209 |
| HCP RE IV | FMV | $67,783 | $67,783 |
| HCP REAL ESTATE FUND II, LLP | FMV | $2,455,154 | $2,455,154 |
| HCP REAL ESTATE FUND III, LP | FMV | $937,066 | $937,066 |
| KASZEK | FMV | $1,533,075 | $1,533,075 |
| LCG LAND DEVELOPMENT | FMV | $340,152 | $340,152 |
| LITTLEJOHN FUND V, LP (2014) | FMV | $1,068,515 | $1,068,515 |
| MAINSAIL PARTNERS IV, L.P. (2016) | FMV | $1,454,084 | $1,454,084 |
| ORION FUND V INVESTORS LP | FMV | $722,146 | $722,146 |
| PELICAN ENERGY PARTNERS II, LP (2016) | FMV | $2,320,667 | $2,320,667 |
| PRIME FIANCE III | FMV | $341,561 | $341,561 |
| PRIME FINANCE CMBS B-PIECE FUND I, LP (2017) | FMV | $1,558,968 | $1,558,968 |
| PRIME FINANCE CMBS B-PIECE FUND II, LP (2017) | FMV | $1,193,999 | $1,193,999 |
| QUANTUM ENERGY PARTNERS VII | FMV | $1,213,291 | $1,213,291 |
| TRIDENT VII | FMV | $3,209,752 | $3,209,752 |
| VARDE FUND XII | FMV | $1,936,017 | $1,936,017 |
| VARDE FUND XIII | FMV | $1,506,964 | $1,506,964 |
| VELT PARTNERS FUND LLC | FMV | $1,217,957 | $1,217,957 |
| VOLITION CAPITAL | FMV | $1,481,122 | $1,481,122 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $1,922,700 | $0 | $1,922,700 | $1,922,700 |
| BUILDINGS & IMPROVEMENT | $5,621,037 | $3,962,349 | $1,658,688 | $1,658,688 |
| FURNITURE & FIXTURES | $569,514 | $425,897 | $143,617 | $143,617 |
| WEBSITE & SOFTWARE | $164,661 | $117,145 | $47,516 | $47,516 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,621 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,821 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST & DIVIDENDS | $50,911 | $53,108 | $53,108 |
| 457(B) AND 457(F) ASSETS | $891,607 | $761,052 | $761,052 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED DEPRECIATION OF INVESTMENTS | Desc |
| Amt | $23,805,476 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MAINTENANCE | $33,331 | $0 | $31,182 |
| STATIONERY AND SUPPLIES | $31,188 | $0 | $31,134 |
| TELEPHONE & MESSENGER | $14,749 | $0 | $14,547 |
| MEMBERSHIP DUES | $26,100 | $0 | $24,712 |
| OFFICE EQUIPMENT AND FURNITURE | $4,619 | $0 | $6,867 |
| INFORMATION TECHNOLOGY | $15,000 | $0 | $15,000 |
| DIRECTOR MEETINGS EXPENSE | $6,704 | $0 | $6,704 |
| MISCELLANEOUS | $37,636 | $0 | $38,530 |
| INSURANCE | $59,332 | $0 | $59,332 |
| OTHER PROGRAM EXPENSES | $491,483 | $0 | $310,784 |
| OTHER DEDUCTIONS RELATED TO PORTFOLIO INCOME | $874,526 | $874,526 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| REFUND OF PRIOR YEAR GRANT | $11,811 | $11,811 | |
| OTHER INVESTMENT INCOME PASSED THROUGH FROM INVESTMENT LP'S | $220,242 | $220,242 | $220,242 |
| UNRELATED BUSINESS INCOME PASSED THROUGH FROM INVESTMENT IN LP'S | $1,394,772 | $1,394,772 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $332,170 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $616,629 | $284,459 |
| 457(B) AND 457(F) LIABILITIES | $891,607 | $761,052 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT COUNSEL & CUSTODIAN | $989,074 | $989,074 | $0 |
| OTHER CONSULTING | $132,310 | $0 | $135,690 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $187,000 | $0 | $93,179 |
| PAYROLL TAX | $102,893 | $3,395 | $101,037 |
| UNRELATED BUSINESS INCOME TAX | $189,945 | $0 | $39,945 |