FLORENCE GOULD FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FLORENCE GOULD FOUNDATION (EIN 13-6176855)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-12
- IRS object ID
- 202332559349101223
- 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
- Accounting Fees Schedule
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-12T18:31:35-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | 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 | 136176855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORENCE GOULD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 2127013292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CAHILL 32 OLD SLIP | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE H YOUNG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129498700 | PhoneNum |
| Signature | 2023-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNE | PersonFirstNm |
| Person Last | YOUNG | 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 | BARBARA TAIBI | PreparerPersonNm |
| PTIN | P00179526 | PTIN |
| Phone | 2129498700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,203,987 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $58,766 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $58,766 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $93,183 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,183 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,392,157 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,349,922 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$224 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$224 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$3,240,432 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $151,725 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $137,984 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $137,984 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,738 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,887 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,711 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,711 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,270 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,270 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $127,879 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,177 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $110,702 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $340,469 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,896 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $257,573 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,590,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,590,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,930,989 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,896 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,848,093 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,171,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,829 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $137,992 | CashBOYAmt |
| Cash EOY | $337,478 | CashEOYAmt |
| Cash EOYFMV | $337,478 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $315,231 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,617,163 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,617,163 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,064,326 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,608,514 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $276,434 | OtherAssetsBOYAmt |
| Other Assets EOY | $123,600 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $249,346 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,402,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,078,241 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,203,987 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $25,402,497 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,078,241 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,402,497 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,078,241 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,402,497 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,078,241 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,402,497 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,171,421 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,231,076 | SubtotalAmt |
| Other Decreases | $152,835 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,078,241 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 271,736.252 SHS FPA NEW INCOME FUND | P | 2021-01-01 | 2022-04-11 | $2,649,404 | $2,716,922 | -$67,518 | -$67,518 |
| 70,662.793 SHS TWEEDY BROWN GLOBAL FUND | P | 2021-01-01 | 2022-01-19 | $2,078,169 | $1,849,011 | $229,158 | $229,158 |
| 71,058.134 SHS VANGUARD DEV MARKETS | P | 2021-01-01 | 2022-04-11 | $1,084,322 | $904,209 | $180,113 | $180,113 |
| 107,526.177 SHS LOOMIS SAYLES GLOBAL FUND | P | 2021-01-01 | 2022-01-19 | $1,777,384 | $1,770,122 | $7,262 | $7,262 |
| 30,174.093 SHS EMERGING MARKETS | P | 2021-01-01 | 2022-12-31 | $1,675,609 | $3,472,084 | -$1,796,475 | -$1,796,475 |
| 51,176.357 SHS US TOTAL MARKET INDEX | P | 2021-01-01 | 2022-12-31 | $3,321,072 | $4,331,071 | -$1,009,999 | -$1,009,999 |
| 218,683.796 SHS REAL ASSET FUND | P | 2021-01-01 | 2022-12-31 | $3,681,276 | $3,805,688 | -$124,412 | -$124,412 |
| 297,836.729 SHS US AGGREGATE BOND INDEX | P | 2021-01-01 | 2022-12-31 | $5,082,686 | $5,833,712 | -$751,026 | -$751,026 |
| CAPITAL GAIN THROUGH K-1: STATE STREET US AGGREGATE BOND INDEX | P | 2021-01-01 | 2022-12-31 | -$34,437 | -$34,437 | ||
| CAPITAL GAIN THROUGH K-1: STATE STREET US TOTAL MARKET | P | 2021-01-01 | 2022-12-31 | $79,837 | $79,837 | ||
| CAPITAL GAIN THROUGH K-1: EMERGING GLOBAL FUND | P | 2021-01-01 | 2022-12-31 | -$104,660 | -$104,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,392,157 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,235 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,235 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,235 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,218 | 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 | $19,218 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,983 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $17,983 | 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 | Yes (1) | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAHILL GORDON & REINDEL LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127013292 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 OLD SLIP | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE H YOUNG | ||||||||
| C/O CAHILL 32 OLD SLIP | NEW YORK | NY | 10005 | PRESIDENT, DIRECTOR | 5.00 | $0 | $0 | $0 |
| JOAN MURTAGH FRANKEL | ||||||||
| C/O CAHILL 32 OLD SLIP | NEW YORK | NY | 10005 | VICE PRES, SECRETARY, DIRECTOR | 5.00 | $0 | $0 | $0 |
| MARY YOUNG | ||||||||
| C/O CAHILL 32 OLD SLIP | NEW YORK | NY | 10005 | VICE PRES, TREASURER, DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| CAHILL GORDON & REINDEL LLP | |||||||||
| 32 OLD SLIP | NEW YORK | NY | 10005 | LEGAL, ACCTING AND GRANT ADMIN SERVICES | $143,848 | ||||
| LUSSAN & ASSOCIATES | |||||||||
| LEGAL SERVICES | $102,533 | 282 BOULEVARD SAINT-GERMAIN | PARIS | FR | 75007 | ||||
| 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 | $3,678,811 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,922,286 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,601,097 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,601,097 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,016 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,427,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $571,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $571,354 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,235 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,235 | TotalTaxAmt |
| Distributable Before Adj | $570,119 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $570,119 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $570,119 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,848,093 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,848,093 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $570,119 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,533,099 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,359,474 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,207,261 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $933,570 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,489,418 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,522,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,848,093 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $570,119 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,277,974 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,800,796 | 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 | $8,533,099 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,267,697 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,359,474 | ExcessFromYear4Amt |
| Excess From Year3 | $1,207,261 | ExcessFromYear3Amt |
| Excess From Year2 | $933,570 | ExcessFromYear2Amt |
| Excess From Year1 | $5,489,418 | ExcessFromYear1Amt |
| Excess From Current Year | $18,277,974 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF LES ARTS FLORISSANTS | |||||||||||
| 4 EAST 88TH STREET APT 7B | NEW YORK | NY | 10128 | NONE | PC | TO COVER EXPENSES FOR QUARTIER DES ARTISTES AND EDUCATIONAL PROGRAMS | $500,000 | ||||
| AMERICAN LIBRARY IN PARIS | |||||||||||
| NONE | PC | CULTURAL PROGRAMS | $250,000 | 10 RU DE GENERAL CAMOU | PARIS | FR | 75007 | ||||
| TRUSTEES OF COLUMBIA UNIVERSITY (COLUMBIA U PRESS) | |||||||||||
| 515 WEST 116TH STREET | NEW YORK | NY | 10027 | NONE | PC | FOR FRENCH TRANSLATION | $500,000 | ||||
| FRENCH INSTITUTE ALLIANCE FRANCAISE | |||||||||||
| 22 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | FOR SUPPORT OF CULTURAL PROGRAMS AND UPKEEP OF GOULD THEATER | $5,000,000 | ||||
| WORLD MONUMENTS FUND | |||||||||||
| 600 FIFTH AVENUE 25TH FL | NEW YORK | NY | 10020 | NONE | PC | GRANT TO ESTABLISH ENDOWMENT FOR SUPPORT OF PARIS HEADQUARTERS PER AGREEMENT DATED 7/1/2022 | $1,500,000 | ||||
| AMERICAN HOSPITAL OF PARIS | |||||||||||
| NONE | PC | SUPPORT FOR EXCHANGE PROGRAM | $6,000,000 | 63 BOULEVARD VICTOR HUGO | NEUILLY SUR SEINE | FR | 92200 | ||||
| BECK CULTURAL EXCHANGE CENTER | |||||||||||
| 1927 DANDRIDGE AVE | KNOXVILLE | TN | 37915 | NONE | PC | FOR SUPPORT OF BEAUFORD DELANEY MUSEUM, KNOXVILLE, TN | $25,000 | ||||
| FRENCH AMERICAN FOUNDATION | |||||||||||
| 28 WEST 44TH STREET SUITE 902 | NEW YORK | NY | 10036 | NONE | PC | SUPPORT OF TRANSLATION PRIZE | $500,000 | ||||
| FRENCH HERITAGE SOCIETY | |||||||||||
| NONE | PC | RESTORATION OF FRENCH NATIONAL ARCHIVES | $335,500 | 7 RUE LINCOLN | PARIS | FR | 75008 | ||||
| UNIVERSITY OF VIRGINIA | |||||||||||
| PO BOX 400117 | CHARLOTTESVILLE | VA | 229044117 | NONE | PC | BALANCE OF PLEDGE FOR PAPERS OF GEORGE WASHINGTON PROJECT | $197,700 | ||||
| UNIVERSITY OF UTAH | |||||||||||
| 1655 CENTRAL CAMPUS DR 7128 | SALT LAKE CITY | UT | 841129304 | NONE | PC | SUPPORT OF TOCQUEVILLE CONFERENCE IN PARIS | $22,400 | ||||
| HENRY E HUNTINGTON LIBRARY AND ART GALLERY | |||||||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | NONE | PC | INSPIRING WALT DISNEY | $35,000 | ||||
| SOURCE MUSIC INC | |||||||||||
| PO BOX 1066 COOPER STATION | NEW YORK | NY | 10276 | NONE | PC | GRANT FOR BABAR FILM IN FRENCH AND ENGLISH | $375,000 | ||||
| MASSACHUSETTS HISTORICAL SOCIETY | |||||||||||
| 1154 BOYLSTON AVE | BOSTON | MA | 022153695 | NONE | PC | THE ADAMS PAPERS | $100,000 | ||||
| AMERICAN FRIENDS OF LAFAYETTE | |||||||||||
| 302 HART ROAD | GAITHERSBURG | MD | 20878 | NONE | PC | GRANT FOR COMMEMORATION OF LAFAYETTE'S FINAL TOUR VISIT | $49,920 | ||||
| COLUMBIA UNIVERSITY | |||||||||||
| 515 WEST 116TH STREET | NEW YORK | NY | 10027 | NONE | PC | ENDOWMENT GRANT TO SUPPORT MAISON FRANCAISE | $2,000,000 | ||||
| GRAND CHANCELLERIE DE LA LEGION D'HONNEUR | |||||||||||
| NONE | PC | FOR RESTORATION OF CONCERT HALL IN SCHOOL AT ST. DENIS | $200,000 | 1 RUE DE SOLFERINO | PARIS | FR | 75700 07SP | ||||
| GROLIER CLUB | |||||||||||
| 47 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | FOR SUPPORT THE GROLIER CLUB'S FRENCH RELATED INITIATIVES | $1,000,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,590,520 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRENCH AMERICAN CULTURAL EXCHANGE FOUNDATION | |||||||
| 972 FIFTH AVENUE | NEW YORK | NY | 10075 | NONE | PC | FLORENCE GOULD LITERARY TRANSLATION FUND | $1,500,000 |
| ALBERTINE BOOKS FOUNDATION | |||||||
| 972 FIFTH AVENUE | NEW YORK | NY | 10075 | NONE | PC | RENOVATION OF SPACE FOR THE WRITER'S ATELIER | $800,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,300,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,766 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,183 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,392,157 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PARTNERSHIP LOSS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$224 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$3,240,432 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$3,240,432 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EISNER ADVISORY GROUP LLC | CategoryTxt |
| Amt | $29,625 | Amt |
| Net Investment Income | $20,738 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,887 | DisbursementsCharitablePrpsAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DURING 2022, THE FOUNDATION MADE BOARD-APPROVED GRANTS TOTALING $18,590,520, AS DETAILED IN PART XIV, QUESTION 3A. ALL WERE CASH GRANTS TO PUBLIC CHARITIES. MANY OF THOSE WERE LARGE GRANTS INTENDED TO ALLOW CONTINUATION OF FUNDING OF PROGRAM THAT THE FOUNDATION HAD REGULARLY SUPPORTED IN THE PAST SUCH AS A DOCTORS' EXCHANGE PROGRAM AT THE AMERICAN HOSPITAL OF PARIS ($6 MILLION), CULTURAL PROGRAMS IN AND UPKEEP AND ADMINISTRATION OF FLORENCE GOULD THEATER AT THE FRENCH INSTITUTE/ ALLIANCE FRANCAISE IN NEW YORK ($5 MILLION) AND SUPPORT OF THE MAISON FRANCAISE AT COLUMBIA UNIVERSITY ($2 MILLION). THOSE THREE LARGE GRANTS, WITHOUT MORE, RESULTED IN A SUBSTANTIAL CONTRACTION. GRANTS TO OTHER ORGANIZATIONS MADE DURING THE YEAR RANGED IN AMOUNT FROM $10,000 TO $1.5 MILLION. NO PLAN FOR DISSOLUTION OF THE FOUNDATION WAS ADOPTED DURING 2022 BUT IT IS ANTICIPATED THAT THE MEMBER AND DIRECTORS OF THE FOUNDATION WILL BE ADOPTING A PLAN FOR DISSOLUTION PRIOR TO THE END OF 2023 AND WILL FILE CERTIFIED COPIES OF THE RESOLUTIONS OR CONSENTS WITH THE FORM 990-PF FOR 2023. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CAHILL GORDON & REINDEL LLP | $35,451 | $0 | $0 | $35,451 |
| LUSSAN & ASSOCIATES | $102,533 | $0 | $0 | $102,533 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST IN TR: BENUCCI | $100,375 | $53,596 | $107,245 |
| INTEREST IN TR: GUIDETTI | $88,012 | $38,175 | $81,935 |
| INTEREST IN TR: ABRIL | $47,849 | $15,150 | $29,803 |
| INTEREST IN TR: AMIAND | $40,198 | $16,679 | $30,363 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF INTERESTS IN TRUSTS | Desc |
| Amt | $152,835 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| US TOTAL MARKET INDEX | $121 | $121 | $0 | $0 |
| US AGGREGATE BOND INDEX | $155 | $155 | $0 | $0 |
| EMERGING MARKETS GLOBAL FD | $16,901 | $16,901 | $0 | $0 |
| INSURANCE EXPENSE | $2,240 | $0 | $0 | $2,240 |
| BANK FEES | $65 | $0 | $0 | $65 |
| CAHILL - CHARITABLE ADMIN SVCS | $108,397 | $0 | $0 | $108,397 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PARTNERSHIP LOSS | Desc |
| Revenue And Expenses Per Books | -$224 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$224 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$224 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | $11,167 | $11,167 | $0 | $0 |
| BANK OF AMERICA | $11,602 | $11,602 | $0 | $0 |
| STATE STREET BANK | $942 | $942 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SCHWAB ACCOUNT #8931 | $119 | $119 | $0 | $0 |
| EMERGING MKTS GLOBAL FD | $1,151 | $1,151 | $0 | $0 |
| FEDERAL EXCISE TAX | $20,000 | $0 | $0 | $0 |