JOSIAH MACY JR FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOSIAH MACY JR FOUNDATION (EIN 13-5596895)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202511359349101741
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- 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 | 2025-05-15T08:50:16-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2023-07-01 | 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 | PETER GOODWIN | PersonNm |
| Person Title | COO AND TREASURER | PersonTitleTxt |
| Phone | 2124862424 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL WALLACE | PreparerPersonNm |
| PTIN | P00881958 | PTIN |
| Phone | 2126972299 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $147,192,747 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,231,721 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,421,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,421,914 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,498,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,907,241 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,498,365 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,988,903 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,445,124 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,140,903 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,365,403 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,614,006 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,034 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,563,972 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $626,908 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $22,569 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $604,339 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $305,200 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,072 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $295,369 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,664 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,664 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $132,390 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,859 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $101,452 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $782,695 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $520,176 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $257,824 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $293,385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,136 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $290,187 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $291,397 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $28,779 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $26,349 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $250,873 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $253,633 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,723,879 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,041,618 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $685,990 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,055,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,667,464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,084,779 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,827,446 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,902,446 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,882,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,667,464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,987,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $258,281 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,697,939 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $505,198 | CashBOYAmt |
| Cash EOY | $695,103 | CashEOYAmt |
| Cash EOYFMV | $695,103 | CashEOYFMVAmt |
| Pledges Rcvbl | $1,205,321 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $1,205,321 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $1,205,321 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $266,382 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $64,290 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $64,290 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $136,076,842 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $137,244,264 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $137,244,264 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,308,732 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,124,089 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,461,687 | LandBOYAmt |
| Land EOY | $3,184,643 | LandEOYAmt |
| Land EOYFMV | $3,184,643 | LandEOYFMVAmt |
| Other Assets BOY | $1,033,832 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,799,126 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,799,126 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $141,343,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $147,192,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $147,192,747 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $114,327 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $122,730 | AccountsPayableEOYAmt |
| Grants Payable BOY | $75,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $1,286,173 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,254,248 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,475,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,376,978 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $139,868,441 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $144,610,448 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $1,205,321 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,868,441 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $145,815,769 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $141,343,941 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $147,192,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,868,441 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $258,281 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,774,080 | OtherIncreasesAmt |
| Subtotal | $145,900,802 | SubtotalAmt |
| Other Decreases | $85,033 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $145,815,769 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GURTIN | P | $20,114,481 | $20,051,031 | $63,450 | $63,450 |
| BLACKROCK | P | $3,025,324 | $3,183,731 | -$158,407 | -$158,407 |
| SELECT EQUITY | P | $1,210,109 | $938,789 | $271,320 | $271,320 |
| OTHER INVESTMENTS | P | $3,998,318 | $2,294,241 | $1,704,077 | $1,704,077 |
| REALIZED GAINS PASSED THROUGH FROM INVESTMENT IN LP'S | P | $4,559,009 | $2,941,084 | $1,617,925 | $1,617,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,498,365 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $79,201 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $79,201 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $79,201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $109,399 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $109,399 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30,198 | OverpaymentAmt |
| Applied To ES Tax | $30,198 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 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 | $1,282,594 | $57,867 | $0 |
| PETER GOODWIN | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | COO-TREASURER | 40.00 | $576,565 | $54,477 | $0 |
| MEREDITH B JENKINS | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | CHAIRPERSON AS OF OCT '23 | 0.50 | $0 | $0 | $0 |
| WILLIAM H WRIGHT II | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | CHAIRMAN THROUGH OCT '23 | 0.50 | $0 | $0 | $0 |
| DAVID BLUMENTHALLEFT OCT '23 | ||||||||
| 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 |
| JACKIE JUDD | ||||||||
| 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 |
| DONNA SNIDER | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ROBERT WACHTER 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 | $306,170 | $9,072 | $0 |
| KAREN BUTLER | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | EXECUTIVE ASSISTANT | 40.00 | $144,858 | $63,561 | $0 |
| KAREN KOURT | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | ASSISTANT TREASURER | 40.00 | $94,042 | $38,175 | $0 |
| CAROLINE POUNDS | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | MACY FACULTY SCHOLAR | 40.00 | $106,152 | $0 | $0 |
| YASMINE LEGENDRE | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | PROGRAM ASSOCIATE | 40.00 | $54,240 | $29,421 | $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 | $315,153 |
| BURNESS COMMUNICATIONS | |||||
| 7910 WOODMONTH AVENUE SUITE 650 | BETHESDA | MD | 20814 | COMMUNICATIONS CONSULTANTS | $126,813 |
| ARABELLA ADVISORS LLC | |||||
| 1828 L ST NW SUITE 300 | WASHINGTON | DC | 20036 | ACCOUNTING CONSULTANTS | $79,634 |
| LUTZ AND CARR CPAS LLP | |||||
| 551 FIFTH AVENUE SUITE 400 | NEW YORK | NY | 10176 | AUDIT CONSULTANTS | $52,756 |
| 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 | $136,100,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,819,635 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $139,919,778 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $139,919,778 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,098,797 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $137,820,981 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,891,049 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,891,049 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79,201 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $99,997 | IncomeTaxAmt |
| Total Tax | $179,198 | TotalTaxAmt |
| Distributable Before Adj | $6,711,851 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,711,851 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,711,851 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,987,225 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $12,606 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $6,999,831 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,711,851 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,614,267 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $935,421 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,549,688 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,999,831 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,711,851 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $287,980 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,837,668 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,614,267 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,223,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $935,421 | ExcessFromYear1Amt |
| Excess From Current Year | $287,980 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER GOODWIN | 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 (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION | ||||||||
| 401 NORTH MICHIGAN AVENUE STE 2000 | CHICAGO | IL | 60611 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, MULTI-MEDIA RESOURCE HUB FOR DISABILITY INCLUSION IN GRADUATE MEDICAL EDUCATION. | $49,500 | |
| AMERICAN BOARD OF INTERNAL MEDICINE FOUNDATION | ||||||||
| 510 WALNIT STREET | PHILADELPHIA | PA | 19106 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, CREATING CURRICULA TO ADDRESS UNCERTAINTY: GRANT COMPETITION. | $60,000 | |
| ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE | ||||||||
| 1200 NEW YORK AVE NW | WASHINGTON | DC | 20005 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, THE STEMM OPPORTUNITY ALLIANCE. | $25,000 | |
| 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). | $74,403 | |
| BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM | ||||||||
| 21 NORTH PARK STREET SUITE 6301 | MADISON | WI | 537151218 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, THE FUNDAMENTALS OF COMMUNICATION IN SURGERY CURRICULUM: SUPPORTING PATIENTS AND FAMILIES DURING ETHICALLY CHALLENGING HIGH-STAKES SURGICAL DECISIONS. | $99,943 | |
| BRANDEIS 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. | $100,907 | |
| BUILDING THE NEXT GENERATION OF ACADEMIC PHYSICIANS | ||||||||
| 9 LEGENDARY CIRCLE | RYE BROOK | NY | 10573 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, BUILDING THE NEXT GENERATION OF ACADEMIC PHYSICIANS (BNGAP): DESIGNING, IMPLEMENTING, AND EVALUATING PRE-FACULTY DEVELOPMENT TEACHING AND ASSESSMENT MATERIALS. | $131,000 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED,CLINICAL TEAMING PROJECT: CO-DESIGN, TRAINING, AND IMPLEMENTATION OF A TEAMWORK CURRICULUM TO ENHANCE INTERPROFESSIONAL COLLABORATION IN THE CLINICAL LEARNING ENVIRONMENT. | $50,000 | |
| 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 | $95,991 | |
| CENTRAL MICHIGAN UNIVERSITY | ||||||||
| 127 FOUST HALL | MOUNT 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. | $44,171 | |
| CHILDREN'S HOSPITAL CORPORATION DBA CHILDREN'S HOSPITAL BOSTON | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 021155724 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, BUILDING ALLIANCES AT THE BEDSIDE: AN INTERPROFESSIONAL INTERVENTION TO RESPOND TO MISTREATMENT. | $50,000 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | ||||||||
| 3401 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 19104 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, DESIGNING FOR EQUITY IN MEDICAL EDUCATION: AN INNOVATIVE APPLICATION OF DESIGN THINKING TO CO-CREATE EQUITABLE ASSESSMENT SYSTEMS. | $99,999 | |
| DREXEL UNIVERSITY | ||||||||
| 3141 CHESTNUT ST | PHILADELPHIA | PA | 19104 | 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. | $100,000 | |
| ICAHN SCOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 10029 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, AN ANTI-RACIST FUTURE: TRANSFORMATIONAL CHANGE IN MEDICAL EDUCATION. | $132,263 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 733 NORTH BROADWAY SUITE 117 | BALTIMORE | MD | 212051832 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, HANDS ON FOR HEALTH EQUITY: EVALUATING AND DISSEMINATING A MULTIDISCIPLINARY GME SIMULATION. | $46,952 | |
| MEDICAL COLLEGE OF WISCONSIN KERN NATIONAL NETWORK | ||||||||
| 8701 WATERTOWN PLAN ROAD | MILWAUKEE | WI | 53226 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, BRIDGING ACROSS DIFFERENCES TO ADVANCE FLOURISHING IN MEDICINE. | $99,992 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| 1001 POTRERO AVE 5H | SAN FRANCISCO | CA | 941100000 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, PEER SUPPORT AMBASSADORS: A PROGRAM TO ADVANCE A SUPPORTIVE AND INCLUSIVE CLINICAL LEARNING ENVIRONMENT. | $100,000 | |
| UNIVERSITY OF CINCINNATI | ||||||||
| UNIVERSITY HALL SUITE 530 PO BOX | CINCINNATI | OH | 45221 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, ELIMINATING STRUCTURAL RACISM IN NURSING ACADEMIA: A SYSTEMS CHANGE APPROACH TO ANTI-RACIST NURSING EDUCATION. | $100,000 | 210222 |
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| 55 LAKE AVENUE NORTH | WORCESTER | MA | 01605 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, APOLOGY AND DISCLOSURE: DEVELOPING COMPETENCY FOR PATIENT SAFETY AND EQUITY. | $49,637 | |
| UNIVERSITY OF MINNESOTA MEDICAL SCHOOL | ||||||||
| 1035 UNIVERSITY DR 182 S | MED DULUTH | MN | 55812 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, ADDRESSING INDIGENOUS HEALTH DISPARITIES. | $74,830 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 914 BLOCKLEY HALL | PHILADELPHIA | PA | 191046021 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, USING CO-DESIGN AND QUALITY IMPROVEMENT PRINCIPLES TO ACHIEVE FAIRER, MORE EQUITABLE NARRATIVE ASSESSMENTS OF RESIDENT PHYSICIANS IN THE CLINICAL LEARNING ENVIRONMENT. | $50,000 | |
| HEALTH SCIENCE CENTER AT HOUSTON MCGOVERN MEDICAL SCHOOL | ||||||||
| 7000 FANNIN 12TH FLOOR | HOUSTON | TX | 77030 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, IMPROVING CARE ACCESS AND REALIZING EQUITY (ICARE) WITH TEAMWORK AND TELEHEALTH: INTERPROFESSIONAL TEAMS ADDRESS SOCIAL DETERMINANTS AND PROVIDE HEALTHCARE AT THE TEXAS-MEXICO BORDER.: INTERPROFESSIONAL TEAMS ADDRESS SOCIAL DETERMINANTS AND PROVIDE HEALTHCARE AT THE TEXAS-MEXICO BORDER. | $100,000 | |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| 6651 MAIN STREET 1 BAYLOR PLAZA | HOUSTON | TX | 77030 | N/A | 501 (C)(3) | THIS AWARD IS TO BUILD A GRADUATE MEDICAL EDUCATION (GME) COALITION OF RESIDENT AND FELLOW PHYSICIANS DEDICATED TO ENHANCING WELL-BEING, EDUCATION, LEADERSHIP AND DIVERSITY, EQUITY, AND INCLUSION IN THE CLINICAL LEARNING ENVIRONMENT. | $25,000 | |
| BELLEVUE LITERARY REVIEW INC | ||||||||
| 149 EAST 23RD ST 1516 | NEW YORK | NY | 10010 | N/A | 501 (C)(3) | THIS AWARD WILL SUPPORT THE BELLEVUE LITERARY REVIEW (BLR), AN AWARD-WINNING INDEPENDENT NONPROFIT LITERARY ARTS JOURNAL THAT SEEKS TO ILLUMINATE THE HUMAN CONDITION THROUGH THE PRISM OF HEALTH, HEALING, ILLNESS, AND DISEASE. | $25,000 | |
| BOARD OF TRUSTEES OF SOUTHERN ILLINOIS UNIVERSITY | ||||||||
| 913 N RUTLEDGE PO BOX 19681 | SPRINGFIELD | IL | 627949681 | N/A | 501 (C)(3) | TO SUPPORT AN INTERVENTION TO MODIFY THE LEARNING ENVIRONMENT AT SOUTHERN ILLINOIS UNIVERSITY SCHOOL OF MEDICINE TO BECOME MORE PSYCHOLOGICALLY SAFE IN THE CLINICAL LEARNING ENVIRONMENT THROUGH MULTIPLE STEPS. | $25,000 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | N/A | 501 (C)(3) | THIS AWARD IS TO SCALE AND REPLICATE THE STRENGTHENING MINDS BY LEVERAGING EDUCATION (SMILE) MODEL AT CLEVELAND CLINIC AKRON GENERAL, FOLLOWING THE SUCCESSFUL UTILIZATION OF THIS MODEL TO PROMOTE EDUCATION AROUND INTERPERSONAL AND INTERPROFESSIONAL SKILLS IN THE CLEVELAND CLINIC MICU. | $25,000 | |
| EMORY UNIVERSITY | ||||||||
| 1599 CLIFTON RD | ATLANTA | GA | 30322 | N/A | 501 (C)(3) | THIS AWARD IS TO SUPPORT A PROJECT ENTITLED TRANSFORMING INTERPROFESSIONAL EDUCATION THROUGH STUDENT HOTSPOTTING. | $25,000 | |
| LATINO MEDICAL STUDENT ASSOCIATION | ||||||||
| 1 E ERIE STREET SUITE 525-4395 | CHICAGO | IL | 60611 | N/A | 501 (C)(3) | THIS AWARD IS TO SUPPORT THE CONDUCT OF A FEASIBILITY STUDY TO ESTABLISH THE FIRST BICULTURAL, BILINGUAL REGIONAL MEDICAL CAMPUS ON THE MAINLAND U.S, TARGETING THE LATINO/HISPANIC+ (LHS+) COMMUNITY, ANCHORED AT A LCME-ACCREDITED MEDICAL SCHOOL IN PUERTO RICO. | $25,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 399 REVOLUTION DRIVE STE 679 | SOMERVILLE | MA | 02145 | N/A | 501 (C)(3) | IN SUPPORT OF A PROJECT AT THE SCHWARTZ CENTER FOR COMPASSIONATE HEALTHCARE. IN THIS THIRD PHASE OF ITS PROGRAM, THE HEALING HEALTHCARE INITIATIVE (HHI) OF THE SCHWARZ CENTER FOR COMPASSIONATE HEALTHCARE WILL CONTINUE TO DEVELOP THE PROGRAM BY SUPPORTING A TWO-DAY SUMMIT TO BE HELD IN APRIL 2024 TO PRESENT DATA ON THE PROGRESS AND IMPACT OF HHI, AS WELL AS EXAMPLES DRAWN FROM THE EXPERIENCE OF THE SIX PILOT SITES IN ORGANIZATIONAL PRACTICE CHANGE. | $25,000 | |
| MEDICAL CAREERS EXPOSURE AND EMERGENCY PREPAREDNESS | ||||||||
| 910 W VAN BUREN ST STE 100 UNIT 189 | CHICAGO | IL | 60607 | N/A | 501 (C)(3) | THIS AWARD WILL SUPPORT PROGRAMS DESIGNED TO INCREASE THE NUMBER OF YOUTH ON THE SOUTH SIDE OF CHICAGO WHO POSSESS HEALTH EMERGENCY RESPONSE SKILLS; INCREASE THE REPRESENTATION OF MINORITIES IN THE MEDICAL PROFESSION THROUGH EXPOSURE TO MEDICAL CAREER OPTIONS AND MENTORSHIP; AND BUILD TRAUMA RESILIENCY FOR AT-RISK YOUTH. | $25,000 | |
| MERCY UNIVERSITY | ||||||||
| 555 BROADWAY | DOBBS FERRY | NY | 10522 | N/A | 501 (C)(3) | THIS AWARD IS TO SUPPORT A PROJECT THAT WILL IMPLEMENT A PROGRAM TO IMPROVE PATIENT SAFETY MEASURES AND PROMOTE HIGH-FUNCTIONING TEAMS THROUGH SHARING OF UNIT AND WORKPLACE PRIORITIES, INCLUDING ADDRESSING IMPLICIT BIAS IN HEALTH CARE. | $25,000 | |
| MINORITY HEALTH INSTITUTE INC | ||||||||
| 8306 WILSHIRE BLVD SUITE 288 | BEVERLY HILLS | CA | 90211 | N/A | 501 (C)(3) | THIS AWARD WILL SUPPORT THE 6TH ANNUAL MINORITY HEALTH SUMMIT. THE SUMMIT WILL PROVIDE A PLATFORM FOR OPEN DIALOGUE, KNOWLEDGE EXCHANGE, AND THE DEVELOPMENT OF ACTIONABLE STRATEGIES TO COMBAT HEALTH CARE DISPARITIES THAT DISPROPORTIONATELY AFFECT MINORITY COMMUNITIES. | $5,000 | |
| SAINT LOUIS UNIVERSITY | ||||||||
| 3437 CAROLINE STREET RM 3076 | ST LOUIS | MO | 631041111 | N/A | 501 (C)(3) | THIS AWARD WILL SUPPORT THE TRANSGENDER HEALTH COLLABORATIVE AT SLU IN EXPANDING THE SCOPE AND IMPACT OF INTERPROFESSIONAL TRANSGENDER HEALTH EDUCATION DAY, A FULL-DAY TRAINING ON INTRODUCTORY CONCEPTS OF TRANSGENDER HEALTH AND GENDER-AFFIRMING COMMUNICATION. | $25,000 | |
| STANFORD UNIVERSITY | ||||||||
| 300 PASTEUR DR GRANT BUILDING SUITE | STANFORD | CA | 94305 | N/A | 501 (C)(3) | THIS AWARD IS TO DEVELOP A SCALABLE CURRICULUM ADDRESSING THE EFFECTS OF IMPOSTER SYNDROME/PHENOMENON (IS/P), WHICH IS AN OBSTACLE UNDERMINING MEDICAL CAREERS OF UNDERREPRESENTED PRACTITIONERS. | $25,000 | S067D |
| THE ARNOLD P GOLD FOUNDATION | ||||||||
| PO BOX 1116 | ENGLEWOOD CLIFFS | NJ | 07632 | N/A | 501 (C)(3) | THIS AWARD WILL SUPPORT THE 2024 GOLD HUMANISM SUMMIT, HELD IN ATLANTA GEORGIA FROM FEBRUARY 29 TO MARCH 2, WILL CONVENE MEMBERS DRAWN FROM MANY HEALTH CARE PROFESSIONS TO EXPLORE BEST PRACTICES AND STRATEGIES TO FUEL CHANGE AND INSPIRE ACTION, PARTICULARLY WITHIN THE CLINICAL LEARNING ENVIRONMENT. | $25,000 | |
| THE GENERAL HOSPITAL CORPORATION DBA MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 100 CAMBRIDGE ST 16TH FLOOR | BOSTON | MA | 02114 | N/A | 501 (C)(3) | TO SUPPORT THE EXPANSION OF THE SETTLER COLONIALISM CURRICULUM AS A COLLABORATIVE PARTNERSHIP BETWEEN THE FACULTY AND STAFF IN THE RURAL MEDICINE PROGRAM AND THE ROSEBUD SIOUX TRIBE FOR LEARNERS WORKING AND LEARNING IN ROSEBUD, SOUTH DAKOTA. | $25,000 | |
| THE HEALTH SCIENCE CENTER AT BROOKLYN FOUNDATION INC | ||||||||
| 450 CLARKSON AVENUE BOX 51 | BROOKLYN | NY | 11203 | N/A | 501 (C)(3) | TO SUPPORT THE DEVELOPMENT OF A GME REMEDIATION COMMITTEE COMPOSED OF FACULTY WITH INTEREST AND EXPERIENCE IN WORKING WITH STRUGGLING LEARNERS. | $25,000 | |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | ||||||||
| 12201 RESEARCH PARKWAY STE 300 | ORLANDO | FL | 32826 | N/A | 501 (C)(3) | THIS AWARD WILL SUPPORT THE DEVELOPMENT OF A SIMULATION OF A CLINICAL EXPERIENCE IN A MEDICALLY UNDERSERVED COMMUNITY AT THE COLLEGE OF NURSINGS INTERNATIONALLY RECOGNIZED SIMULATION, TECHNOLOGY, INNOVATION AND MODELING (STIM) CENTER. | $25,000 | |
| UNIVERSITY OF COLORADO | ||||||||
| 13080 E 19TH AVE STE 201E MAIL STOP | AURORA | CO | 80045 | N/A | 501 (C)(3) | TO IMPLEMENT A HEALTH SCIENCE EDUCATOR TRAINING PROGRAM TO PROVIDE HEALTH PROFESSIONS EDUCATORS WITH BOTH THE KNOWLEDGE OF THE COMPLEX HISTORY OF THE MEDICAL PROFESSION AND ITS COMPLICITY IN NAZISM AND THE HOLOCAUST AND THE SKILL SET TO TEACH A DISTURBING AND CHALLENGING SUBJECT AREA TO FUTURE LEARNERS. | $24,970 | B137 |
| UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH | ||||||||
| 901 HARRY S TRUMAN AVE SUITE H4N | LARGO | MD | 20774 | N/A | 501 (C)(3) | TO BETTER ASSESS AND ADDRESS LEARNING NEEDS OF INTERNATIONAL MEDICAL SCHOOL GRADUATES (IMGS) DURING THE CRITICALLY INTENSIVE LEARNING PERIOD OF TRANSITION TO RESIDENCY. THIS PROGRAM WILL IMPLEMENT A THREE-WEEK ORIENTATION PRIOR TO RESIDENCY TO PROMOTE AN EQUITABLE TRANSITION. | $24,805 | |
| UNIVERSITY OF MIAMI | ||||||||
| 5030 BRUNSON DR | CORAL GABLES | FL | 33146 | N/A | 501 (C)(3) | TO SUPPORT YOUR PROJECT ENTITLED MIAMI UNITED: NAVIGATING CONFLICT THROUGH DEBRIEFING FOR CULTURAL HUMILITY. THIS PROJECT WILL FOCUS ON IDENTIFYING BEST PRACTICES FOR TEACHING EMPATHIC AND ETHICAL CARE OF PATIENTS BY INCORPORATING CULTURAL HUMILITY IN SIMULATION SCENARIO DEBRIEFINGS PROVIDED TO 80 FAMILY NURSE PRACTITIONER STUDENTS ENROLLED IN AN ADULT GERONTOLOGY COURSE. | $25,000 | |
| UNIVERSITY OF UTAH | ||||||||
| 201 PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | N/A | 501 (C)(3) | TO SUPPORT THE DISSEMINATION OF THE WORK OF PROJECT ARIISE THROUGH PRESENTATION OF STORYTELLING TO ADDRESS RACIAL BIAS AT THE 24TH FIGO WORLD CONGRESS OF GYNECOLOGY AND OBSTETRICS FILM FESTIVAL. | $10,000 | |
| VIRGINIA COMMONWEALTH UNIVERSITY | ||||||||
| 1300 E MARSHALL ST PO BOX 980102 | RICHMOND | VA | 232980102 | N/A | 501 (C)(3) | THE PROJECT WILL UTILIZE NEW TECHNOLOGIES TO CREATE TRAINING OPPORTUNITIES FOR RISING INTERNS TO BUILD THEIR ABILITIES IN COLLABORATION, ETHICAL DECISION-MAKING, AND PATIENT CARE. | $25,000 | |
| 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. | $97,614 | |
| AUBURN UNIVERSITY COLLEGE OF NURSING | ||||||||
| 710 SOUTH DONAHUE DRIVE | AUBURN | AL | 36849 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $94,786 | |
| DUKE UNIVERSITY | ||||||||
| 108G SEELEY G MUDD MEDICAL LIBRARY | DURHAM | NC | 27705 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $124,835 | BUILDING DUKE BOX 3040 |
| EMORY UNIVERSITY | ||||||||
| 49 JESSE HILL JR DR SE | ATLANTA | GA | 30303 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $125,000 | |
| UNIVERSITY OF HAWAII | ||||||||
| 651 ILALO STREET OME-MEB | HONOLULU | HI | 96813 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $110,848 | |
| NORTHWELL HEALTH INC | ||||||||
| 410 LAKEVILL ROAD SUITE 200 | NEW HYDE PARK | NY | 11042 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $125,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,902,446 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,421,914 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,498,365 | 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 | $12,986 | ||
| OTHER INVESTMENT INCOME PASSED THROUGH FROM INVESTMENT LP'S | 14 | $1,445,124 | ||
| UNRELATED BUSINESS INCOME PASSED THROUGH FROM INVESTMENT IN LP'S | $530,793 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $530,793 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,365,403 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,986 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,909,182 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT WOOD JOHNSON FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 COLLEGE RD E | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,300,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $132,390 | Amt |
| Net Investment Income | $19,859 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $101,452 | 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 | $236,017 | $0 | $4,233,966 | 40.000000000000 | |
| FURNITURE & FIXTURES | $585,834 | SL | $32,277 | $0 | $458,174 | 5.000000000000 | |
| WEBSITE & SOFTWARE | $179,161 | SL | $23,103 | $0 | $140,552 | 5.000000000000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (44 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK FIXED | FMV | $14,503,632 | $14,503,632 |
| GURTIN | FMV | $43,151 | $43,151 |
| AMANSA FEEDER, LTD. | FMV | $3,856,594 | $3,856,594 |
| CEPHEI CAPITAL (HCP CHINA CAPITAL APPRECIATION FUND, L.P.) | FMV | $1,738,687 | $1,738,687 |
| DODGE & COX GLOBAL STOCK FUND | FMV | $9,128,562 | $9,128,562 |
| GENERATION IM FUND PLC | FMV | $13,415,307 | $13,415,307 |
| HCIF OFFSHORE LP | FMV | $4,093,202 | $4,093,202 |
| SELECT EQUITY SMALL-MID CAP FUND | FMV | $6,231,976 | $6,231,976 |
| SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY | FMV | $7,066,723 | $7,066,723 |
| WGI EMERGING MARKETS FUND, LLC | FMV | $3,896,465 | $3,896,465 |
| ABRAMS CAPITAL | FMV | $4,105,868 | $4,105,868 |
| ARCLIGHT ENERGY PARTNERS FUND VI, L.P. (2015) | FMV | $479,006 | $479,006 |
| ARDIAN SECONDARY FUND VI B, LP (2013) | FMV | $356,447 | $356,447 |
| ATALAYA SPECIAL OPPORTUNITIES FUND VI (2015) | FMV | $56,144 | $56,144 |
| BAIN CAPITAL FUND | FMV | $1,706,232 | $1,706,232 |
| BRACEBRIDGE (BIL, LTD) | FMV | $3,413,863 | $3,413,863 |
| CANYON VALUE REALIZATION FUND (CAYMAN), LTD. | FMV | $3,542,212 | $3,542,212 |
| CI CAPITAL INVESTORS III, LP (2016) | FMV | $689,520 | $689,520 |
| COREVIEW OFFSHORE FUND | FMV | $2,195,586 | $2,195,586 |
| EMINENCE FUND, LTD. | FMV | $3,372,508 | $3,372,508 |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP (SIDEPOCKETS) | FMV | $5,496,574 | $5,496,574 |
| FORTRESS | FMV | $1,766,302 | $1,766,302 |
| HCP PE X | FMV | $4,150,464 | $4,150,464 |
| HCP PE XI | FMV | $1,119,040 | $1,119,040 |
| HCP PRIVATE EQUITY FUND IX-A, LP | FMV | $4,583,142 | $4,583,142 |
| HCP PRIVATE EQUITY FUND VIII-A, LP | FMV | $8,402,373 | $8,402,373 |
| HCP RE IV | FMV | $970,308 | $970,308 |
| HCP REAL ESTATE FUND II, LLP | FMV | $2,824,226 | $2,824,226 |
| HCP REAL ESTATE FUND III, LP | FMV | $1,386,667 | $1,386,667 |
| KASZEK | FMV | $1,244,619 | $1,244,619 |
| LITTLEJOHN FUND V, LP (2014) | FMV | $755,244 | $755,244 |
| MAINSAIL PARTNERS IV, L.P. (2016) | FMV | $1,279,225 | $1,279,225 |
| ORION FUND V INVESTORS LP | FMV | $1,036,539 | $1,036,539 |
| PELICAN ENERGY PARTNERS II, LP (2016) | FMV | $2,446,547 | $2,446,547 |
| PRIME FINANCE CMBS B-PIECE FUND I, LP (2017) | FMV | $1,636,558 | $1,636,558 |
| PRIME FINANCE CMBS B-PIECE FUND II, LP (2017) | FMV | $2,468,259 | $2,468,259 |
| PRIME FINANCE CMBS OPPORTUNITIES FUND 4, L.P. | FMV | $47,074 | $47,074 |
| QUANTUM ENERGY PARTNERS VII | FMV | $1,026,090 | $1,026,090 |
| TRIDENT VII | FMV | $3,414,550 | $3,414,550 |
| VARDE FUND XII | FMV | $1,406,273 | $1,406,273 |
| VARDE FUND XIII | FMV | $1,403,805 | $1,403,805 |
| VOLITION CAPITAL | FMV | $1,419,744 | $1,419,744 |
| GOODFINCH | FMV | $568,956 | $568,956 |
| GOLDENTREE MULTI-SECTOR CUSTOM FUND I(CAYMAN) LP | FMV | $2,500,000 | $2,500,000 |
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 | $4,469,983 | $1,151,054 | $1,151,054 |
| FURNITURE & FIXTURES | $585,834 | $490,451 | $95,383 | $95,383 |
| WEBSITE & SOFTWARE | $179,161 | $163,655 | $15,506 | $15,506 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,664 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,664 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST & DIVIDENDS | $62,096 | $83,307 | $83,307 |
| 457(B) AND 457(F) ASSETS | $971,736 | $854,778 | $854,778 |
| DUE FROM BROKER | $0 | $3,861,041 | $3,861,041 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $85,033 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MAINTENANCE | $35,253 | $0 | $33,994 |
| STATIONERY AND SUPPLIES | $33,418 | $0 | $33,595 |
| TELEPHONE & MESSENGER | $13,993 | $0 | $13,510 |
| MEMBERSHIP DUES | $17,425 | $0 | $5,600 |
| OFFICE EQUIPMENT AND FURNITURE | $2,042 | $0 | $2,042 |
| DIRECTOR MEETINGS EXPENSE | $58,172 | $0 | $50,420 |
| MISCELLANEOUS | $42,202 | $0 | $41,555 |
| INSURANCE | $64,715 | $0 | $70,524 |
| OTHER PROGRAM EXPENSES | $385,041 | $0 | $404,750 |
| OTHER DEDUCTIONS RELATED TO PORTFOLIO INCOME | $1,041,618 | $1,041,618 | $0 |
| HONORARIUM | $30,000 | $0 | $30,000 |
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 | $12,986 | $12,986 | |
| OTHER INVESTMENT INCOME PASSED THROUGH FROM INVESTMENT LP'S | $1,445,124 | $1,445,124 | $1,445,124 |
| UNRELATED BUSINESS INCOME PASSED THROUGH FROM INVESTMENT IN LP'S | $530,793 | $530,793 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED DEPRECIATION OF INVESTMENTS | Desc |
| Amt | $5,774,080 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $314,437 | $399,470 |
| 457(B) AND 457(F) LIABILITIES | $971,736 | $854,778 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT COUNSEL & CUSTODIAN | $520,176 | $520,176 | $0 |
| OTHER CONSULTING | $262,519 | $0 | $257,824 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $86,902 | $0 | $86,902 |
| PAYROLL TAX | $95,016 | $3,136 | $91,818 |
| UNRELATED BUSINESS INCOME TAX | $111,467 | $0 | $111,467 |