JEROME L GREENE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JEROME L GREENE FOUNDATION INC (EIN 13-2960852)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349107510
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees 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 | 2023-11-15T15:58:49-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 132960852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEROME L GREENE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JERO | BusinessNameControlTxt |
| Phone | 2126881550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 146 CENTRAL PARK WEST 1E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA MCINERNEY | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2126881550 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINA | PersonFirstNm |
| Person Last | MCINERNEY | 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 | PHILLIP GROFF | PreparerPersonNm |
| PTIN | P01247783 | PTIN |
| Phone | 2672567000 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
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 | $645,027,335 | 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 |
| Dividends Rev And Expnss | $25,822,785 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,822,785 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,481,419 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $245,512,832 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,481,419 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $161,681 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,132,333 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $33,465,885 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,436,537 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | 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 | $150,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $384,350 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $384,350 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $49,657 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $49,657 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,584 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,584 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,443,141 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,327,124 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $116,017 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $265,714 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,038,376 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $36,876 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $64,403 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $107,027 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $107,027 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,520 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,520 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $199,467 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $199,467 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,759,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,340,799 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,084,173 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,382,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,380,180 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,142,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,340,799 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,464,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,676,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,095,738 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $179,920 | CashBOYAmt |
| Cash EOY | $26,780,717 | CashEOYAmt |
| Cash EOYFMV | $26,780,717 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,428,985 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,787,527 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,787,527 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $558,168,182 | CorporateStockBOYAmt |
| Corporate Stock EOY | $472,703,345 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $472,703,345 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $68,758,583 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $47,325,397 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $47,325,397 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $99,657,393 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $83,430,081 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $83,430,081 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,595,998 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $595,730 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,980,399 | LandBOYAmt |
| Land EOY | $2,000,268 | LandEOYAmt |
| Land EOYFMV | $2,000,268 | LandEOYFMVAmt |
| Total Assets BOY | $761,173,462 | TotalAssetsBOYAmt |
| Total Assets EOY | $645,027,335 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $645,027,335 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,184 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,441 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,184 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,441 | 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 | $761,171,278 | RetainedEarningBOYAmt |
| Retained Earning EOY | $645,025,894 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $761,171,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $645,025,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $761,173,462 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $645,027,335 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $761,171,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,676,204 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $757,495,074 | SubtotalAmt |
| Other Decreases | $112,469,180 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $645,025,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| BLACKSTONE - BTAS 2015 | 2022-03-31 | $60,052 | $60,052 | $60,052 | |
| BLACKSTONE - BTAS 2015 | 2022-06-30 | $267,154 | $267,154 | $267,154 | |
| BLACKSTONE - BTAS 2015 | 2022-09-30 | $12,316 | $12,316 | $12,316 | |
| BLACKSTONE - BTAS 2015 | 2022-12-31 | $95,394 | $95,394 | $95,394 | |
| BLACKSTONE - BTAS 2016 | 2022-03-31 | $116,382 | $116,382 | $116,382 | |
| BLACKSTONE - BTAS 2016 | 2022-06-30 | $695,861 | $695,861 | $695,861 | |
| BLACKSTONE - BTAS 2016 | 2022-09-30 | $142,991 | $142,991 | $142,991 | |
| BLACKSTONE - BTAS 2016 | 2022-12-31 | $154,619 | $154,619 | $154,619 | |
| BLACKSTONE - BTAS IV 2017 | 2022-03-31 | $307,869 | $307,869 | $307,869 | |
| BLACKSTONE - BTAS IV 2017 | 2022-06-30 | $514,129 | $514,129 | $514,129 | |
| BLACKSTONE - BTAS IV 2017 | 2022-09-30 | $176,149 | $176,149 | $176,149 | |
| BLACKSTONE - BTAS IV 2017 | 2022-12-31 | $43,699 | $43,699 | $43,699 | |
| BLACKSTONE - BTAS V | 2022-03-31 | $299,224 | $299,224 | $299,224 | |
| BLACKSTONE - BTAS V | 2022-06-30 | $314,019 | $314,019 | $314,019 | |
| BLACKSTONE - BTAS V | 2022-09-30 | $71,533 | $71,533 | $71,533 | |
| BLACKSTONE - BTAS V | 2022-12-31 | $62,426 | $62,426 | $62,426 | |
| BLACKSTONE - BTAS VI | 2022-03-31 | $21,704 | $21,704 | $21,704 | |
| BLACKSTONE - BTAS VI | 2022-06-30 | $186,745 | $186,745 | $186,745 | |
| BLACKSTONE - BTAS VI | 2022-09-30 | $43,285 | $43,285 | $43,285 | |
| BLACKSTONE - BTAS VI | 2022-12-31 | $60,252 | $60,252 | $60,252 | |
| BLACKSTONE - BTAS VIII | 2022-03-31 | $224 | $224 | $224 | |
| BLACKSTONE - BTAS VIII | 2022-06-30 | $1,165 | $1,165 | $1,165 | |
| BLACKSTONE - BTAS VIII | 2022-09-30 | $3,104 | $3,104 | $3,104 | |
| BLACKSTONE - BTAS VIII | 2022-12-31 | $3,838 | $3,838 | $3,838 | |
| MERRILL LYNCH - 2549 | 2022-01-31 | $5,000,000 | $4,095 | $4,095 | $4,995,905 |
| UBS - 0003 | 2022-09-30 | $2,889,000 | -$111,000 | -$111,000 | $3,000,000 |
| UBS - 0003 | 2022-09-30 | $1,958,600 | -$41,400 | -$41,400 | $2,000,000 |
| UBS - 0004 | 2022-09-30 | $12,538,680 | -$661,320 | -$661,320 | $13,200,000 |
| UBS - 0004 | 2022-09-30 | $2,937,900 | -$62,100 | -$62,100 | $3,000,000 |
| UBS - 1834 | 2022-01-31 | $7,124,160 | -$528,000 | -$528,000 | $7,652,160 |
| UBS - 1834 | 2022-02-28 | $7,664,760 | $284,160 | $284,160 | $7,380,600 |
| UBS - 1834 | 2022-03-31 | $14,842,680 | $519,240 | $519,240 | $14,323,440 |
| UBS - 1834 | 2022-04-30 | $8,174,520 | -$250,200 | -$250,200 | $8,424,720 |
| UBS - 1834 | 2022-05-31 | $29,659,080 | -$345,360 | -$345,360 | $30,004,440 |
| UBS - 1834 | 2022-06-30 | $15,485,280 | $207,960 | $207,960 | $15,277,320 |
| UBS - 1834 | 2022-07-31 | $10,161,000 | $96,600 | $96,600 | $10,064,400 |
| UBS - 1834 | 2022-08-31 | $10,447,560 | -$453,000 | -$453,000 | $10,900,560 |
| UBS - 1834 | 2022-09-30 | $18,699,000 | $127,080 | $127,080 | $18,571,920 |
| UBS - 1834 | 2022-10-31 | $11,495,160 | -$49,200 | -$49,200 | $11,544,360 |
| UBS - 1834 | 2022-11-30 | $9,641,640 | -$244,920 | -$244,920 | $9,886,560 |
| UBS - 1834 | 2022-12-31 | $6,990,455 | $614,137 | $614,137 | $6,376,318 |
| UBS - 1859 | 2022-09-30 | $7,219,800 | -$280,200 | -$280,200 | $7,500,000 |
| UBS - 1859 | 2022-09-30 | $1,958,600 | -$41,400 | -$41,400 | $2,000,000 |
| UBS - 1861 | 2022-06-30 | $3,195,540 | $195,540 | $195,540 | $3,000,000 |
| UBS - 1861 | 2022-09-30 | $5,807,500 | -$267,500 | -$267,500 | $6,075,000 |
| UBS - 1861 | 2022-09-30 | $2,176,763 | -$73,237 | -$73,237 | $2,250,000 |
| UBS - 1861 | 2022-11-30 | $1,962,368 | -$37,632 | -$37,632 | $2,000,000 |
| UBS - 1945 | 2022-09-30 | $19,379,675 | -$1,120,325 | -$1,120,325 | $20,500,000 |
| UBS - 1945 | 2022-09-30 | $949,050 | -$50,950 | -$50,950 | $1,000,000 |
| US TRUST - US TRUST | 2022-03-31 | $5,363,302 | $896,313 | $896,313 | $4,466,989 |
| US TRUST - US TRUST | 2022-06-30 | $3,432,781 | $684,624 | $684,624 | $2,748,157 |
| US TRUST - US TRUST | 2022-09-30 | $4,073,138 | $749,604 | $749,604 | $3,323,534 |
| US TRUST - US TRUST | 2022-12-31 | $4,003,160 | $440,528 | $440,528 | $3,562,632 |
| US TRUST - US TRUST | 2022-02-28 | $281 | $281 | $281 | |
| UBS - 1861 | 2022-01-31 | $6,627,265 | $3,627,265 | $3,627,265 | $3,000,000 |
| BLACKSTONE - BTAS 2015 | 2022-12-31 | -$1,346 | -$1,346 | $1,346 | |
| BLACKSTONE - BTAS IV 2017 | 2022-12-31 | -$216 | -$216 | $216 | |
| BLACKSTONE - BTAS V | 2022-12-31 | -$257 | -$257 | $257 | |
| BLACKSTONE - BTAS VI | 2022-12-31 | -$579 | -$579 | $579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,481,419 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $460,031 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $460,031 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $460,031 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $399,687 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $599,687 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,721 | EsPenaltyAmt |
| Overpayment | $137,935 | OverpaymentAmt |
| Applied To ES Tax | $137,935 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JLGREENE.ORG | WebsiteAddressTxt |
| Individual With Books | CHRISTINA MCINERNEY | IndividualWithBooksNm |
| Phone | 2126881550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 146 CENTRAL PARK WEST SUITE 1E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2019 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTINA MCINERNEY | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | PRESIDENT AND CEO | 40.00 | $150,000 | $0 | $0 |
| HILDY SIMMONS | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | CHAIR | 1.00 | $0 | $0 | $0 |
| DR JONATHAN FANTON END 1022 | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR JEREMIAH BARONDESS END 122 | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN BROOKS HOPKINS | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRAD S KARP | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JENNIFER STRIKOWSKY | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | SENIOR ADMINISTRATOR | 40.00 | $210,000 | $44,613 | $0 |
| BARBARA PRAWDZIK | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | SECRETARY (END 10/26 | 40.00 | $62,500 | $11,818 | $0 |
| PATRICIA TWEEDLEY | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | MANAGING DIRECTOR | 40.00 | $56,090 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLACKSTONE | |||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | INVESTMENT SERVICES | $1,330,395 |
| ROBERT WEISSENSTEIN | |||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | INVESTMENT SERVICES | $700,000 |
| UBS FINANCIAL SERVICES INC | |||||
| 299 PARK AVE 25TH FL | NEW YORK | NY | 101710002 | INVESTMENT SERVICES | $606,019 |
| US TRUST BANK OF AMERICA PWM | |||||
| 114 WEST 47TH STREET 7TH FLOOR | NEW YORK | NY | 10036 | INVESTMENT COUNSEL | $487,398 |
| MERRILL LYNCH | |||||
| 250 VESEY ST | NEW YORK | NY | 10281 | INVESTMENT SERVICES | $203,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 8 | 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 | $595,665,900 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $271,445 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $62,343,947 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $658,281,292 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $658,281,292 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,874,219 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $648,407,073 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,420,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,420,354 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $460,031 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $29,740 | IncomeTaxAmt |
| Total Tax | $489,771 | TotalTaxAmt |
| Distributable Before Adj | $31,930,583 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,930,583 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,930,583 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,464,353 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,464,353 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,930,583 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Total For Prior Years | $1,940,022 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,243,024 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $237,299 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,480,323 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,464,353 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,930,583 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $533,770 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,014,093 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $1,940,022 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $1,940,022 | 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 | $3,014,093 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,243,024 | ExcessFromYear2Amt |
| Excess From Year1 | $237,299 | ExcessFromYear1Amt |
| Excess From Current Year | $533,770 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMALGAMATED CHARITABLE FOUNDATION INC | ||||||||
| 1825 K ST NW | WASHINGTON | DC | 20006 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $1,050,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10033 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $1,000,000 | |
| ASIAN AMERICAN LEGAL DEFENSE AND EDUCATION FUND | ||||||||
| 99 HUDSON ST 12TH FL | NEW YORK | NY | 10013 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $250,000 | |
| BALLET HISPANICO OF NEW YORK | ||||||||
| 167 WEST 89TH STREET | NEW YORK | NY | 10024 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $100,000 | |
| BROOKLYN ACADEMY OF MUSIC INC | ||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $500,000 | |
| CENTER FOR POPULAR DEMOCRACY | ||||||||
| 449 TROUTMAN STREET A | BROOKLYN | NY | 11237 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $500,000 | |
| CENTRAL PARK CONSERVANCY INC | ||||||||
| 14 E 60TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $200,000 | |
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER INC | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $525,000 | |
| CITY HARVEST INC | ||||||||
| 150 52ND STREET | BROOKLYN | NY | 11232 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $500,000 | |
| CITYMEALS-ON-WHEELS | ||||||||
| 355 LEXINGTON AVE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $50,000 | |
| ECHOING GREEN INC | ||||||||
| 462 7TH AVENUE 13TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $2,000,000 | |
| ELAINE KAUFMAN CULTURAL CENTER-LUCY MOSES SCHOOL FOR MUSIC AND DANCE | ||||||||
| 129 W 67TH STREET | NEW YORK | NY | 10023 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $100,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $500,000 | |
| FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $100,000 | |
| GRACE INTERNATIONAL INC - BED-STUY CAMPAIGN AGAINST HUNGER | ||||||||
| 2010 FULTON ST | BROOKLYN | NY | 11233 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $500,000 | |
| HOWARD UNIVERSITY | ||||||||
| 2244 10TH STREET ROOM 302 | WASHINGTON | DC | 20059 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $1,000,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $10,000 | |
| IRISH GEORGIAN SOCIETY INC | ||||||||
| 1953 N CLYBOURN AVENUE | CHICAGO | IL | 60614 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $10,000 | |
| IRISH REPERTORY THEATRE COMPANY INC | ||||||||
| 132 WEST 22ND STREET | NEW YORK | NY | 10011 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $2,500 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3910 KESWICK ROAD SUITE N2100 | BALTIMORE | MD | 21211 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $2,000,000 | |
| JUILLIARD SCHOOL | ||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $3,174,680 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $10,000 | |
| MERCANTILE LIBRARY ASSOCIATION OF THE CITY OF NEW YORK | ||||||||
| 15 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $50,000 | |
| NEO PHILANTHROPY INC | ||||||||
| 1001 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10018 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $1,000,000 | |
| NEW YORK CITY CENTER INC | ||||||||
| 130 W 56TH ST | NEW YORK CITY | NY | 10019 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $25,000 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $3,000,000 | |
| NEW YORK SHAKESPEARE FESTIVAL | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $500,000 | |
| NEW YORK-PRESBYTERIAN FUND INC | ||||||||
| 525 EAST 68TH STREET BOX 156 | NEW YORK | NY | 100654870 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $1,000,000 | |
| NORTH STAR FUND INC | ||||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $2,450,000 | |
| ONE ARIZONA | ||||||||
| 530 E MCDOWELL RD | PHOENIX | AZ | 85004 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $100,000 | |
| PIERPONT MORGAN LIBRARY | ||||||||
| 225 MADISON AVE | NEW YORK CITY | NY | 10016 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $375,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $2,000,000 | |
| PLANNED PARENTHOOD FEDERATION OF GREATER NY HCSR | ||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $400,000 | |
| PRO PUBLICA INC | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $400,000 | FLOOR |
| SOCIETY OF THE THIRD STREET MUSIC SCHOOL SETTLEMENT INC | ||||||||
| 235 EAST 11TH STREET | NEW YORK | NY | 100037305 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $200,000 | |
| ST ANN'S WAREHOUSE | ||||||||
| 45 WATER ST | BROOKLYN | NY | 11201 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $100,000 | |
| TEXAS ORGANIZING PROJECT EDUCATION FUND | ||||||||
| PO BOX 120296 | SAN ANTONIO | TX | 78212 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $250,000 | |
| THE CARNEGIE HALL CORPORATION | ||||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $300,000 | |
| THE CITY UNIVERSITY OF NEW YORK SCHOOL OF LAW FOUNDATION INC | ||||||||
| 2 COURT SQUARE | LONG ISLAND CITY | NY | 11101 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $100,000 | |
| THE NEW YORK COMMUNITY TRUST | ||||||||
| 909 THIRD AVENUE 22ND FLOOR | NEW YORK | NY | 10022 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $2,050,000 | |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK - COLUMBIA LAW SCHO | ||||||||
| 435 W 116TH ST STE MC4004 | NEW YORK | NY | 10027 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $500,000 | |
| VIVIAN BEAUMONT THEATER INC | ||||||||
| 150 W 65TH STREET | NEW YORK | NY | 10023 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $500,000 | |
| WEST SIDE CENTER FOR COMMUNITY LIFE INC | ||||||||
| 263 WEST 86TH STREET | NEW YORK | NY | 10024 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $250,000 | |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $98,000 | |
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC | ||||||||
| 120 BROADWAY NO 1750 | NEW YORK | NY | 10271 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $1,000,000 | |
| WNET | ||||||||
| 825 EIGHT AVENUE 14TH FL | NEW YORK | NY | 10019 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $500,000 | |
| AMERICAN ASSOCIATES OF THE NATIONAL THEATRE INC | ||||||||
| 247 W 30TH ST 8F | NEW YORK | NY | 10001 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $150,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,380,180 | 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 | $25,822,785 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $145,620 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,681 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,481,419 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $145,620 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,465,885 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,611,505 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $30,350 | Amt |
| Net Investment Income | $13,675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,675 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH | BondNm |
| EOY Book Value | $47,325,397 | EOYBookValueAmt |
| EOYFMV | $47,325,397 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS | $306,971,206 | $306,971,206 |
| US TRUST | $76,250,950 | $76,250,950 |
| MERRILL LYNCH | $89,481,189 | $89,481,189 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS | FMV | $13,616,736 | $13,616,736 |
| MILLENNIUM | FMV | $6,337,537 | $6,337,537 |
| PEG | FMV | $2,407,920 | $2,407,920 |
| JPM ALTERNATIVES | FMV | $12,761,996 | $12,761,996 |
| BLACKSTONE | FMV | $32,299,864 | $32,299,864 |
| REAL ESTATE PARTNERSHIPS | FMV | $4,380,000 | $4,380,000 |
| MERRILL LYNCH | FMV | $11,626,028 | $11,626,028 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,584 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,584 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $112,469,180 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $409 | $0 | $0 | $409 |
| BUSINESS GIFTS | $1,151 | $0 | $0 | $1,151 |
| OTHER EXPENSES | $181,407 | $0 | $0 | $181,407 |
| MEMBERSHIP FEES | $16,500 | $0 | $0 | $16,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM LIMITED PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $161,681 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,132,333 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT SERVICES | $2,627,124 | $2,627,124 | $0 | $0 |
| INVESTMENT COUNSEL | $700,000 | $700,000 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $116,017 | $0 | $0 | $116,017 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $1,036,876 | $0 | $0 | $36,876 |
| NY CHAR500 | $1,500 | $0 | $0 | $0 |