TORTUGA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TORTUGA FOUNDATION (EIN 51-0245279)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-13
- IRS object ID
- 202301649349100520
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-13T17:44:35-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133050313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100161901 | 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 | 510245279 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TORTUGA CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TORT | BusinessNameControlTxt |
| Phone | 2126826640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO SACKS PRESS 600 THIRD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MILDRED SICELOFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126826640 | PhoneNum |
| Signature | 2023-06-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MILDRED | PersonFirstNm |
| Person Last | SICELOFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY D LACHER | PreparerPersonNm |
| PTIN | P00192831 | PTIN |
| Phone | 2126826640 | PhoneNum |
| Preparation | 2023-06-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $117,072,060 | 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 | $4,361,434 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $943,084 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $943,084 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,956,984 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,010,685 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$652,466 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $943,084 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $287,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $258,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $100,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $100,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $20,341 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,341 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $162,986 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,178,414 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,118,414 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $342,272 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,444 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $18,223 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,723 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,362 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,965 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,802 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,739 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,193,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,194,597 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $408,676 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,608,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,608,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,801,503 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,194,597 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,017,176 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,453,969 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,082 | CashBOYAmt |
| Cash EOY | $71,056 | CashEOYAmt |
| Cash EOYFMV | $71,056 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,753,615 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,838,652 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,838,652 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $107,412,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $97,838,193 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $115,162,352 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $110,168,381 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,747,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,072,060 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $33,489 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,489 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $110,168,381 | RetainedEarningBOYAmt |
| Retained Earning EOY | $99,714,412 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $110,168,381 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,714,412 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $110,168,381 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,747,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $110,168,381 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,453,969 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $99,714,412 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $99,714,412 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $40,999,758 | $46,967,669 | -$5,967,911 | -$5,967,911 | |
| SECURITIES LITIGATION SETTLEMENT | $10,927 | $10,927 | $10,927 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,956,984 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $294,944 | 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 | $294,944 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $294,944 | OverpaymentAmt |
| Applied To ES Tax | $294,944 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SACKS PRESS LACHER PC | IndividualWithBooksNm |
| Phone | 2126826640 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| MILDRED LIVINGSTON | ||||||||
| C/O SACKS 600 THIRD AVE | NEW YORK | NY | 10016 | PRES, TRUSTEE | 5.00 | $0 | $0 | $0 |
| PATRICIA LIVINGSTON | ||||||||
| C/O SACKS 600 THIRD AVE | NEW YORK | NY | 10016 | SEC'Y, TRUSTEE | 5.00 | $0 | $0 | $0 |
| ROBERT LIVINGSTON | ||||||||
| C/O SACKS 600 THIRD AVE | NEW YORK | NY | 10016 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| PHILIP LIVINGSTON | ||||||||
| C/O SACKS 600 THIRD AVE | NEW YORK | NY | 10016 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| DONNA M COLON | ||||||||
| C/O SACKS 600 THIRD AVE | NEW YORK | NY | 10016 | TREASURER | 5.00 | $0 | $0 | $0 |
| KAREN HARRIS | ||||||||
| 534 HAWK PINE RD | NORWICH | VT | 05055 | EXEC DIRECTOR | 35.00 | $287,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAY BROMBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 GARDEN ST | AddressLine1Txt |
| City | ROSLYN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | N/A | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $100,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| 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 |
|---|---|---|---|---|---|
| EDGEWOOD MANAGEMENT CO LLC | |||||
| 600 STEAMBOAT RD | GREENWICH | CT | 06830 | INVESTMENT ADVISORY | $1,118,414 |
| PATTERSON BELKNAP WEBB & TYLER LLP | |||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | LEGAL | $162,986 |
| GRIFFIN ADVISORS INC | |||||
| 3510 GLENWOOD CT | DELRAY BEACH | FL | 33445 | CONSULTING | $60,000 |
| BANK OF NEW YORK | |||||
| PO BOX 185 | PITTSBURGH | PA | 15230 | CUSTODY AGENT | $56,739 |
| 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 | $135,489,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,841,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $138,331,594 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $138,331,594 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,074,974 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $136,256,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,812,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,812,831 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $6,812,831 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,812,831 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,812,831 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,017,176 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,017,176 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,812,831 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $860,627 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,207,813 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,068,440 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,017,176 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,812,831 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,204,345 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,272,785 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,272,785 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $860,627 | ExcessFromYear3Amt |
| Excess From Year2 | $1,207,813 | ExcessFromYear2Amt |
| Excess From Current Year | $1,204,345 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRIENDS OF THE DICKENSON MEMORIAL LIBRARY | ||||||
| MAIN STREET | CLINTWOOD | VA | 24228 | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| THE NEW YORK COALITION FOR HEALTHY SCHOOL FOOD | ||||||
| PO BOX 737 | MAMARONECK | NY | 10543 | PC | GENERAL CHARITABLE PURPOSES | $15,000 |
| ESOPUS CREEK CONSERVANCY | ||||||
| 4 SHADY LN | SAUGERTIES | NY | 12477 | PC | GENERAL CHARITABLE PURPOSES | $20,000 |
| FOOD & WATER WATCH | ||||||
| 1616 P STREET NW | WASHINGTON | DC | 20036 | PC | GENERAL CHARITABLE PURPOSES | $20,000 |
| OMEGA INSTITUTE FOR HOLISTIC STUDIES INC | ||||||
| 150 LAKE DR | RHINEBECK | NY | 12572 | PC | GENERAL CHARITABLE PURPOSES | $20,000 |
| PUGET SOUNDKEEPER ALLIANCE | ||||||
| 130 NICKERSON ST 107 | SEATTLE | WA | 98109 | PC | GENERAL CHARITABLE PURPOSES | $20,000 |
| ACTION PROGRAMS FOR ANIMALS | ||||||
| 537 N SOLANO DR | LAS CRUCES | NM | 88001 | PC | GENERAL CHARITABLE PURPOSES | $25,000 |
| COWICHE CANYON CONSERVANCY | ||||||
| 302 N 3RD ST 201 | YAKIMA | WA | 98901 | PC | GENERAL CHARITABLE PURPOSES | $25,000 |
| TURTLE SURVIVAL ALLIANCE | ||||||
| 1030 JENKINS RD SUITE D | CHARLESTON | SC | 29407 | PC | GENERAL CHARITABLE PURPOSES | $25,000 |
| AIR ALLIANCE HOUSTON | ||||||
| 2520 CAROLINE ST 100 | HOUSTON | TX | 77004 | PC | GENERAL CHARITABLE PURPOSES | $30,000 |
| CONSERVATION NORTHWEST | ||||||
| 1829 10TH AVE W SUITE B | SEATTLE | WA | 98119 | PC | GENERAL CHARITABLE PURPOSES | $30,000 |
| LIVEABLE ARLINGTON | ||||||
| PO BOX 14172 | ARLINGTON | TX | 76094 | PC | GENERAL CHARITABLE PURPOSES | $30,000 |
| WASHINGTON ENVIRONMENTAL COUNCIL | ||||||
| 1402 3RD AVENUE | SAN FRANCISCO | WA | 98101 | PC | GENERAL CHARITABLE PURPOSES | $30,000 |
| NATIVE MOVEMENT | ||||||
| PO BOX 83467 | FAIRBANKS | AK | 99708 | PC | GENERAL CHARITABLE PURPOSES | $35,000 |
| WILD VIRGINIA INC | ||||||
| 108 5TH ST SE | CHARLOTTESVILLE | VA | 22902 | PC | GENERAL CHARITABLE PURPOSES | $35,000 |
| CATSKILL ANIMAL SANCTUARY INC | ||||||
| 316 OLD STAGE ROAD | SAUGERTIES | NY | 12477 | PC | GENERAL CHARITABLE PURPOSES | $40,000 |
| WHITMAN WALKER FOUNDATION INC | ||||||
| 1377 R ST NW | WASHINGTON | DC | 20009 | PC | RESEARCH AND GENERAL SUPPORT | $40,000 |
| WILD ARIZONA | ||||||
| PO BOX 40340 | TUCSON | AZ | 85717 | PC | GENERAL CHARITABLE PURPOSES | $40,000 |
| ALLIANCE FOR A GREEN ECONOMY | ||||||
| 2013 E GENESEE ST | SYRACUSE | NY | 13210 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| BADLANDS CONSERVATION ALLIANCE | ||||||
| 801 N 10TH ST | BISMARCK | ND | 58501 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| DELAWARE RIVERKEEPER NETWORK | ||||||
| 925 CANAL ST 3701 | BRISTOL | PA | 19007 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| ENVIRONMENT AND HUMAN HEALTH INC | ||||||
| 1191 RIDGE ROAD | NORTH HAVEN | CT | 06473 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| GUARDIANORG FOUNDATION | ||||||
| 900 17TH ST NW | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| HUMANE EDUCATION ADVOCATES REACHING TEACHERS INC | ||||||
| PO BOX 738 | MAMARONECK | NY | 10543 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE | ||||||
| 5100 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| RIVER VALLEY ORGANIZING | ||||||
| 506 WALNUT ST | EAST LIVERPOOL | OH | 43920 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| UPSTREAM POLICY INSTITUTE INC | ||||||
| 426 17TH STREET | OAKLAND | CA | 94612 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| WILDLIFE CONSERVATION SOCIETY | ||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| WOODSTOCK LAND CONSERVANCY INC | ||||||
| PO BOX 864 | WOODSTOCK | NY | 12498 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| FRIENDS OF NEVADA WILDERNESS | ||||||
| PO BOX 9754 | RENO | NV | 89507 | PC | GENERAL CHARITABLE PURPOSES | $60,000 |
| GREATER YELLOWSTONE COALITION | ||||||
| 215 SOUTH WALLACE AVE | BOZEMAN | MT | 59715 | PC | GENERAL CHARITABLE PURPOSES | $60,000 |
| NEW MEXICO WILDERNESS ALLIANCE | ||||||
| 317 COMMERCIAL ST NE STE 300 | ALBUQUERQUE | NM | 87102 | PC | GENERAL CHARITABLE PURPOSES | $60,000 |
| WYOMING WILDERNESS ASSOCIATION | ||||||
| 811 N MAIN ST | SHERIDAN | WY | 82801 | PC | PROTECT WYOMING PUBLIC LANDS | $60,000 |
| CONSERVATION LANDS FOUNDATION INC | ||||||
| 160 EAST 12TH STREET | DURANGO | CO | 81301 | PC | GENERAL CHARITABLE PURPOSES | $65,000 |
| ENVIRONMENTAL ADVOCATES NY | ||||||
| 353 HAMILTON ST | ALBANY | NY | 12210 | PC | GENERAL CHARITABLE PURPOSES | $65,000 |
| WILD EARTH GUARDIANS | ||||||
| 301 N GUADALUPE ST 201 | SANTA FE | NM | 87501 | PC | GENERAL CHARITABLE PURPOSES | $65,000 |
| SUSTAINABLE MARKETS FOUNDATION | ||||||
| 45 W 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | PC | ECO-ACCOUNTABILITY PROJECT | $70,000 |
| ALASKA CENTER EDUCATION FUND | ||||||
| 707 A STREET SUITE 205 | ANCHORAGE | AK | 99501 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| APPALACHIAN MOUNTAIN ADVOCATES INC | ||||||
| PO BOX 507 | LEWISBURG | WV | 24901 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| CENTER FOR CLIMATE INTEGRITY | ||||||
| 2300 WISCONSIN AVE NW | WASHINGTON | DC | 20007 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| COMMISSION SHIFT | ||||||
| 212 FLORES AVE | LAREDO | TX | 78040 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| DOGWOOD ALLIANCE INC | ||||||
| 1321 W NEW HOPE DRIVE | CEDAR PARK | TX | 78613 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| LAND TRUST ALLIANCE INC | ||||||
| 1250 H STREET NW SUITE 600 | WASHINGTON | DC | 20005 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||
| 740 15TH STREET NW 7TH FL | WASHINGTON | DC | 20005 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 200013723 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| NEW YORK PUBLIC INTEREST RESEARCH | ||||||
| 9 MURRAY STREET | NEW YORK | NY | 10007 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| OREGON NATURAL DESERT ASSOCIATION | ||||||
| 50 SW BOND AVENUE | BEND | OR | 97702 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| PARTNERSHIP FOR POLICY INTEGRITY | ||||||
| 54 ARNOLD RD | PELHAM | MA | 01002 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| POMFRET SCHOOL | ||||||
| 398 POMFRET ST | POMFRET CENTER | CT | 06259 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBILITY | ||||||
| 962 WAYNE AV | SILVER SPRING | MD | 20910 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| ROCKEFELLER FAMILY FUND INC | ||||||
| 475 RIVERSIDE DR STE 900 | NEW YORK | NY | 10115 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| SCENIC HUDSON INC | ||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| TAXPAYERS FOR COMMON SENSE | ||||||
| 651 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| OREGON DESERT LAND TRUST | ||||||
| 2843 NW LOLO DR 200 | BEND | OR | 97703 | PC | GENERAL CHARITABLE PURPOSES | $80,000 |
| TERRACORPS INC | ||||||
| 116 JOHN STREET | LOWELL | MA | 01852 | PC | GENERAL CHARITABLE PURPOSES | $80,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||
| 407 GERBERDING HALL | SEATTLE | WA | 98195 | PC | GENERAL CHARITABLE PURPOSES | $80,000 |
| ALASKA PUBLIC INTEREST RESEARCH GROUP | ||||||
| PO BOX 201416 | ANCHORAGE | AK | 99520 | PC | GENERAL CHARITABLE PURPOSES | $90,000 |
| CENTER FOR INTERNATIONAL ENVIRONMENTAL LAW | ||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | PC | GENERAL CHARITABLE PURPOSES | $90,000 |
| NORTHERN ALASKA ENVIRONMENTAL CENTER | ||||||
| 830 COLLEGE RD | FAIRBANKS | AK | 99701 | PC | GENERAL CHARITABLE PURPOSES | $90,000 |
| ALASKA WILDERNESS LEAGUE | ||||||
| 122 C STREET NW | WASHINGTON | DC | 20001 | PC | GENERAL CHARITABLE PURPOSES | $100,000 |
| INSTITUTE FOR ENERGY ECONOMICS AND FINANCIAL ANALYSIS | ||||||
| 3430 ROCKY RIVER ROAD | CLEVELAND | OH | 44111 | PC | GENERAL CHARITABLE PURPOSES | $100,000 |
| SAVE THE SOUND | ||||||
| 900 CHAPEL STREET SUITE 2202 | NEW HAVEN | CT | 06510 | PC | GENERAL CHARITABLE PURPOSES | $100,000 |
| SOUTHEAST ALASKA CONSERVATION COUNCIL | ||||||
| 224 GOLD ST | JUNEAU | AK | 99801 | PC | GENERAL CHARITABLE PURPOSES | $100,000 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | ||||||
| PO BOX 710 | TUCSON | AZ | 85702 | PC | GENERAL CHARITABLE PURPOSES | $125,000 |
| TRUSTEES FOR ALASKA | ||||||
| 1026 W 4TH AVE SUITE 201 | ANCHORAGE | AK | 99501 | PC | GENERAL CHARITABLE PURPOSES | $125,000 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||
| 201 WEST MAIN STREET | CHARLOTTESVILLE | VA | 22902 | PC | GENERAL CHARITABLE PURPOSES | $135,000 |
| CT AUDUBON SOCIETY INC | ||||||
| 314 UNQUOWA ROAD | FAIRFIELD | CT | 06824 | PC | GENERAL CHARITABLE PURPOSES | $150,000 |
| LOUISIANNA BUCKET BRIGADE | ||||||
| 2803 SAINT PHILLIP STREET | NEW ORLEANS | LA | 70119 | PC | GENERAL CHARITABLE PURPOSES | $150,000 |
| MOUNT GRACE LAND CONSERVATION TRUST | ||||||
| 1461 OLD KEENE RD | ATHOL | MA | 01331 | PC | GENERAL CHARITABLE PURPOSES | $165,000 |
| ENVIRONMENTAL INTEGRITY PROJECT | ||||||
| 1000 VERMONT AVE NW | WASHINGTON | DC | 20005 | PC | GENERAL CHARITABLE PURPOSES | $210,000 |
| CRAIG HOSPITAL | ||||||
| 3425 S CLARKSTON ST | ENGLEWOOD | CO | 80113 | PC | GENERAL CHARITABLE PURPOSES | $211,500 |
| BENNINGTON COLLEGE | ||||||
| 1 COLLEGE DR | BENNINGTON | VT | 05201 | PC | GENERAL CHARITABLE PURPOSES | $225,000 |
| NEW VENTURE FUND | ||||||
| 1201 CONNECTICUT AVE NW 300 | WASHINGTON | DC | 20036 | PC | GENERAL CHARITABLE PURPOSES | $225,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||
| 1110 VERMONT AVE NW | WASHINGTON | DC | 20005 | PC | GENERAL CHARITABLE PURPOSES | $150,000 |
| THE NATURE CONSERVANCY | ||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | PC | GENERAL CHARITABLE PURPOSES | $360,000 |
| ABORTION CARE NETWORK | ||||||
| 1300 I STREET NW SUITE 400E | WASHINGTON | DC | 20005 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| BIODIVERSITY FUNDERS GROUP | ||||||
| 1016 TORNEY AVE | SAN FRANCISCO | CA | 94129 | PC | GENERAL CHARITABLE PURPOSES | $12,000 |
| CENTER FOR RURAL AFFAIRS | ||||||
| 145 MAIN ST PO BOX 136 | LYONS | NE | 68038 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| COMMUNITY FOUNDATION FOR THE ALLEGHENIES | ||||||
| 216 FRANKLIN ST SUITE 400 | JOHNSTOWN | PA | 15901 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| EARTHJUSTICE | ||||||
| 313 EAST MAIN ST | BOZEMAN | MT | 59772 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| ECDYSIS FOUNDATION | ||||||
| 46958 188TH ST | ESTELLINE | SD | 57234 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| ENVIRONMENTAL VOLUNTEERS | ||||||
| 2560 EMBARCADERO ROAD | PALO ALTO | CA | 94303 | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| HOPEWELL FUND | ||||||
| 1828 L ST | WASHINGTON | DC | 20036 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| INTERLACE COMMONS INC | ||||||
| 9 PLEASANT ST | BRISTOL | VT | 05443 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| INTERTRIBAL AGRICULTURE COUNCIL INC | ||||||
| 100 N 27 ST | BILLINGS | MT | 59101 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS | ||||||
| 1100 H ST NW | WASHINGTON | DC | 20005 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||
| 1667 K ST NW | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH INC | ||||||
| 14 WALL ST | NEW YORK | NY | 10005 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| NATIONAL WILDLIFE FEDERATION | ||||||
| 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | PC | GENERAL CHARITABLE PURPOSES | $20,000 |
| NATIONAL WOMENS LAW CENTER | ||||||
| 11 DUPONT CIRCLE NW | WASHINGTON | DC | 20036 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| NEW ORLEANS SPONSORING COMMITTEE TOGETHER NEW ORLEANS | ||||||
| 2721 S BROAD ST | NEW ORLEANS | LA | 70125 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||
| 9450 SW GEMINI DR | BEAVERTON | OR | 97008 | PC | GENERAL CHARITABLE PURPOSES | $30,000 |
| OCCIDENTAL ARTS AND ECOLOGY CENTER | ||||||
| 15290 COLEMAN VALLEY RD | OCCIDENTAL | CA | 95465 | PC | GENERAL CHARITABLE PURPOSES | $25,000 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | ||||||
| 345 WHITNEY AV | NEW HAVEN | CT | 06511 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| PLANNED PARENTHOOD SOUTH ATLANTIC | ||||||
| 100 SO BOYLAN AVE | RALEIGH | NC | 27603 | PC | GENERAL CHARITABLE PURPOSES | $100,000 |
| REDFORD CENTER INC | ||||||
| PO BOX 29144 | SAN FRANCISCO | CA | 94129 | PC | GENERAL CHARITABLE PURPOSES | $40,000 |
| REGENERATIVE AGRICULTURE FOUNDATION | ||||||
| PO BOX 7276 | MINNEAPOLIS | MN | 55407 | PC | GENERAL CHARITABLE PURPOSES | $100,000 |
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS INC | ||||||
| 7155 E 38 AVE | DENVER | CO | 80207 | PC | GENERAL CHARITABLE PURPOSES | $35,000 |
| SOUTH CAROLINA COASTAL CONSERVATION LEAGUE | ||||||
| 131 SPRING ST | CHARLESTON | SC | 29403 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| BRIGID ALLIANCE INC | ||||||
| PO BOX 5B PLANETARIUM STATION | NEW YORK | NY | 10024 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| VIRGINIA ORGANIZING INC | ||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| VOTE SOLAR | ||||||
| 360 22ND ST | OAKLAND | CA | 94612 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| WASHINGTON WILD | ||||||
| 305 NORTH 83 ST | SEATTLE | WA | 98103 | PC | GENERAL CHARITABLE PURPOSES | $35,000 |
| WESTERN ENVIRONMENTAL LAW CENTER | ||||||
| 120 SHELTON MCMURPHEY BLVD | EUGENE | OR | 97401 | PC | GENERAL CHARITABLE PURPOSES | $75,000 |
| WHITE FEATHER FARM INC | ||||||
| 1389 RT 212 | SAUGERTIES | NY | 12477 | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| PROTECT OUR WINTERS | ||||||
| 4676 BROADWAY ST | BOULDER | CO | 80304 | PC | GENERAL CHARITABLE PURPOSES | $30,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||
| 6 WEST 48TH STREET | NEW YORK | NY | 10036 | PC | JUST TRANSITION FUND | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,608,500 | 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 | $943,084 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,956,984 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$5,013,900 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$5,013,900 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | ESTATE OF JOAN TWEEDY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SACKS 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,361,434 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A S M L HOLDING N.V. 10041 SHS | $6,169,420 | $5,486,402 |
| ADOBE SYSTEMS INC 17239 SHS | $5,329,196 | $5,801,441 |
| ALIGN TECHNOLOGY INC 14123 SHS | $3,393,736 | $2,978,541 |
| AMAZON.COM INC 32841 SHS | $910,755 | $2,758,644 |
| AMERICAN TOWER CORPORATION 21501 SHS | $2,098,421 | $4,555,202 |
| BLACKSTONE GROUP INC 48113 SHS | $4,724,433 | $3,569,503 |
| CHIPOTLE MEXICAN GRILL INC CL A 3781 SHS | $4,982,140 | $5,246,100 |
| CME GROUP INC 16769 SHS | $1,798,275 | $2,819,875 |
| DANAHER CORP 24280 SHS | $5,332,419 | $6,444,398 |
| ESTEE LAUDER COMPANIES CLASS A 26494 SHS | $5,375,885 | $6,573,426 |
| ILLUMINA INC 27781 SHS | $7,613,374 | $5,617,318 |
| INTUIT 15757 SHS | $4,453,577 | $6,132,940 |
| INTUITIVE SURGICAL INC 28735 SHS | $3,830,773 | $7,624,832 |
| LULULEMON ATHLETICA INC 10690 SHS | $3,435,528 | $3,424,862 |
| MATCH GROUP INC 67618 SHS | $8,817,257 | $2,805,471 |
| MICROSOFT CORPORATION 19509 SHS | $3,022,957 | $4,678,648 |
| NETFLIX COM INC 21434 SHS | $6,658,871 | $6,320,458 |
| NIKE INC CLASS B STOCK 52689 SHS | $3,657,795 | $6,165,140 |
| NVIDIA CORP 47067 SHS | $3,205,770 | $6,878,371 |
| S & P GLOBAL INC. 15918 SHS | $2,854,170 | $5,331,575 |
| SERVICENOW, INC. 14311 SHS | $7,356,252 | $5,556,532 |
| VISA INC-CLASS A SHRS 40396 SHS | $2,817,189 | $8,392,673 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $162,986 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEE | $56,739 | $56,739 | $0 |
| ADMINISTRATIVE | $5,476 | $0 | $0 |
| INSURANCE | $6,587 | $0 | $0 |
| FILING FEES | $6,000 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL WITHHOLDING | $0 | $15,989 |
| PENSION PAYABLE | $0 | $17,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEE | $1,118,414 | $1,118,414 | $0 |
| BOARD CONSULTANTS | $60,000 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE | $313,000 | $0 | $0 |
| PAYROLL | $19,828 | $0 | $18,223 |
| FOREIGN WITHHOLDING TAX | $9,444 | $9,444 | $0 |