BARBARA HOPE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA HOPE FOUNDATION INC (EIN 20-8275334)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349102597
- Schema version
- 2022v5.0
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T10:27:37-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MANHATTAN WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100018604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208275334 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbara Hope Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BARBARA HOPE FOUNDATION INC | InCareOfNm |
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 2127733000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Samson Inv Ptrs717 Fifth Ave 19 FL | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA ZUCKERBERG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2127733000 | PhoneNum |
| Signature | 2023-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | ZUCKERBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John D Cook | PreparerPersonNm |
| PTIN | P01450182 | PTIN |
| Phone | 2127733000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $12,853,793 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,598 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,598 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $218,483 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $218,483 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$188,185 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,079,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,196 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $227,081 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $33,462 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,462 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $200,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $234,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,462 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $880,236 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $880,236 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,114,448 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,462 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $880,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,067,252 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $193,619 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,986,704 | CashBOYAmt |
| Cash EOY | $1,055,135 | CashEOYAmt |
| Cash EOYFMV | $1,058,519 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $11,248,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,629,219 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,997,840 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,684,302 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,167,910 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,794,050 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $3,384 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,384 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,384 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,922,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,855,648 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,853,793 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,922,900 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,855,648 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,922,900 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,855,648 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,922,900 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,855,648 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,922,900 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,067,252 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,855,648 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,855,648 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF MARKETABLE SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,079,777 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,268,355 | CostOrOtherBasisAmt |
| Gain Or Loss | -$188,578 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$188,578 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$188,185 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,691 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,691 | SubtotalAmt |
| Tax Based On Investment Income | $2,691 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $121 | EsPenaltyAmt |
| Tax Due | $2,812 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA HOPE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127733000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SAMSON INV PTRS 717 FIFTH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| BARBARA ZUCKERBERG | |||||||||
| Samson Inv Ptrs717 Fifth Ave 19 FL | 19TH FLOOR | New York | NY | 10022 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| DINA ZUCKERBERG | |||||||||
| Samson Inv Ptrs717 Fifth Ave 19 FL | 19TH FLOOR | New York | NY | 10022 | DIRECTOR | 0 | $0 | $0 | $0 |
| LLOYD ZUCKERBERG | |||||||||
| Samson Inv Ptrs717 Fifth Ave 19 FL | 19TH FLOOR | New York | NY | 10022 | DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Description2 | N/A | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,474,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,613,605 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,384 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,091,921 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,091,921 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $211,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,880,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $694,027 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $694,027 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,691 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,691 | TotalTaxAmt |
| Distributable Before Adj | $691,336 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $691,336 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $691,336 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $880,986 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $880,986 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $691,336 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $197,432 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $99,644 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $100,919 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $46,768 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,850 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $473,613 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $880,986 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $691,336 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $189,650 | RemainingDistriFromCorpusAmt |
| Total Corpus | $663,263 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $197,432 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $465,831 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $99,644 | ExcessFromYear4Amt |
| Excess From Year3 | $100,919 | ExcessFromYear3Amt |
| Excess From Year2 | $46,768 | ExcessFromYear2Amt |
| Excess From Year1 | $28,850 | ExcessFromYear1Amt |
| Excess From Current Year | $189,650 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| MYFACE | ||||||||
| 333 EAST 30TH STREET | LOBBY OFFICE | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| WNET | ||||||||
| 825 EIGHTH AVENUE | 14TH FLOOR | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $200,000 |
| CONGREGATION SHEARITH ISRAEL | ||||||||
| 8 WEST 70TH STREET | NEW YORK | NY | 10023 | N/A | PC | GENERAL SUPPORT | $2,225 | |
| VITAL VOICES GLOBAL PARTNERSHIP INC | ||||||||
| 1625 MASSACHUSETTS AVENUE NW | SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $90,000 |
| NASSAU LAND TRUST | ||||||||
| 2417 JERICHO TPKE | Malverne | NY | 10040 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| PURE EARTH | ||||||||
| 475 Riverside Drive Suite 860 | New York | NY | 10115 | N/A | PC | GENERAL SUPPORT | $11,000 | |
| FACING HISTORY AND OURSELVES | ||||||||
| 16 Hurd Road | Brookline | MA | 02445 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| UJA Federation | ||||||||
| 130 E 59TH ST | New York | NY | 31302 | N/A | PC | GENERAL SUPPORT | $133,000 | |
| CONGREGATION B'NAI JESHURUN | ||||||||
| 270 West 89th St NY NY | New York | NY | 10024 | N/A | PC | GENERAL SUPPORT | $6,011 | |
| PARSONS DANCE FOUNDATION INC | ||||||||
| 124 East 91st Street 2B | New York | NY | 10128 | N/A | PC | GENERAL SUPPORT | $8,700 | |
| Pelletieri stone carvers academy | ||||||||
| 114 MORNINGSIDE DR APT 52 | New York | NY | 100276036 | N/A | GENERAL SUPPORT | $5,000 | ||
| Phipps Neighborhoods | ||||||||
| 902 BROADWAY FL 13 | New York | NY | 06033 | GENERAL SUPPORT | $30,000 | |||
| Project sunshine | ||||||||
| 211 E 43RD ST RM 401 | New York | NY | 100178619 | N/A | PC | GENERAL SUPPORT | $1,800 | |
| Tunnel to Towers | ||||||||
| 2361 HYLAN BLVD | Staten Island | NY | 63159 | N/A | PC | GENERAL SUPPORT | $500 | |
| Fidelity Investments Charitable | ||||||||
| 245 SUMMER STREET MZ NM43A | Boston | MA | 01133 | N/A | PC | GENERAL SUPPORT | $250,000 | |
| Why Hunger | ||||||||
| 505 8TH AVE RM 1212 | New York | NY | 84539 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| Abraham Initiatives | ||||||||
| 1460 BROADWAY | New York | NY | 67329 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| Bridge Academy | ||||||||
| 160 PULASKI ST | Bridgeport | CT | 066082310 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $880,236 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,598 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $218,483 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$188,185 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,896 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,896 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BARBARA ZUCKERBERG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SAMSON INV PTRS 717 FIFTH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,300 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LONG POSITION ATTACHED | BondNm |
| EOY Book Value | $3,167,910 | EOYBookValueAmt |
| EOYFMV | $2,794,050 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LONG POSITION ATTACHED | StockNm |
| EOY Book Value | $10,629,219 | EOYBookValueAmt |
| EOYFMV | $8,997,840 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM DIRECTORS | Desc |
| BOY Book Value | $3,384 | BOYBookValueAmt |
| EOY Book Value | $3,384 | EOYBookValueAmt |
| EOYFMV | $3,384 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILILNG FEES | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $33,462 | Amt |
| Net Investment Income | $33,462 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX PAID | CategoryTxt |
| Amt | $200,000 | Amt |