ACHELIS AND BODMAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ACHELIS AND BODMAN FOUNDATION (EIN 13-6022018)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349107157
- 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 Stock Schedule
- Investments Other Schedule2
- 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 | 2023-11-15T15:29:31-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | 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 | 136022018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ACHELIS & BODMAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO MANICE & BUDD LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACHE | BusinessNameControlTxt |
| Phone | 2126440322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE 2803 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HORACE I CRARY JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126440322 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HORACE | PersonFirstNm |
| Person Last | CRARY JR | 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 | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | PhoneNum |
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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $128,869,206 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $668,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,597,347 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,009,845 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,238,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,004,644 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,989,066 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $456,942 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,667,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,058,933 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $340,096 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,005 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $323,091 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $94,662 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,466 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $85,196 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $66,300 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,630 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $59,670 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $82,290 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $41,145 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $41,145 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $367,992 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $330,492 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,500 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $44,701 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $46,811 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $324,689 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $41,971 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $121,844 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,184 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $109,660 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,608 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $580 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,028 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,854 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $193 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,661 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,123 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $793,120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,666 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,164,580 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,580,205 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $740,588 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,669,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,669,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,834,080 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,580,205 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,410,088 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,166,754 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,478,728 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $457,384 | CashBOYAmt |
| Cash EOY | $456,367 | CashEOYAmt |
| Cash EOYFMV | $456,367 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,210,764 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,206,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,206,212 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,355,406 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,934,416 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,934,416 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $141,923,323 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $118,218,211 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $118,218,211 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $54,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $54,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $54,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $157,000,877 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,869,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $128,869,206 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $157,000,877 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $128,869,206 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $157,000,877 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $128,869,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $157,000,877 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,869,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $157,000,877 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,166,754 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $152,834,123 | SubtotalAmt |
| Other Decreases | $23,964,917 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $128,869,206 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $22,238,429 | $21,228,584 | $1,009,845 | $1,009,845 |
| BRIGHTWOOD CAPITAL SBIC II LP | P | $1,122 | $1,122 | ||
| NEW CANAAN FUNDING MEZZANINE VI SBIC LP | P | $417 | $417 | ||
| TIFF PARTNERS III LLC | P | $392 | $392 | ||
| VERDAD JAPAN FUND LP | P | -$146,705 | -$146,705 | ||
| PRIVATE ADVISORS REAL ASSETS FUND III | P | -$66 | -$66 | ||
| TIFF PRIVATE EQUITY PARTNERS 2009 | P | -$1,922 | -$1,922 | ||
| TIFF PRIVATE EQUITY PARTNERS 2006 | P | -$2,708 | -$2,708 | ||
| NEW CANAAN FUNDING MEZZANINE V SBIC LP | P | -$9,834 | -$9,834 | ||
| TIFF PRIVATE EQUITY PARTNERS 2005 | P | -$66,063 | -$66,063 | ||
| SEACOAST CAPITAL PARTNERS III | P | $1,794 | $1,794 | ||
| MCR HOSPITALITY FUND LP | P | $18,947 | $18,947 | ||
| SEACOAST CAPITAL PARTNERS IV LP | P | $441,139 | $441,139 | ||
| PRIVATE ADVISORS SECONDARY FUND V LP | P | $395,012 | $395,012 | ||
| TIFF PRIVATE EQUITY PARTNERS 2012 | P | $313,715 | $313,715 | ||
| TIFF PRIVATE EQUITY PARTNERS 2013 | P | $157,105 | $157,105 | ||
| MCR DULLES PARTNERS | P | $147,445 | $147,445 | ||
| PATHSTONE PMA INC | P | $2,525 | $2,525 | ||
| CYPRIUM INVESTORS IV AIV I LP | P | $100,194 | $100,194 | ||
| TIFF PRIVATE EQUITY PARTNERS 2007 | P | $52,255 | $52,255 | ||
| RCP SECONDARY OPPORTUNITY FUND II, LP | P | $48,054 | $48,054 | ||
| TIFF PRIVATE EQUITY PARTNERS 2014 | P | $42,090 | $42,090 | ||
| TIFF SPECIAL OPPORTUNITIES FUND | P | $39,266 | $39,266 | ||
| HIGHCLERE INTERNATIONAL | P | -$35,651 | -$35,651 | ||
| TIFF PRIVATE EQUITY PARTNERS 2008 | P | $23,023 | $23,023 | ||
| PRIVATE ADVISORS SECONDARY FUND VI LP | P | $77,682 | $77,682 | ||
| TIFF PRIVATE EQUITY PARTNERS 2015 | P | $464,135 | $464,135 | ||
| LESS: AMOUNT ATTRIBUTABEL TO UBI | P | -$68,564 | -$68,564 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,004,644 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,004,644 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,354 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $176,672 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $194,672 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $146,318 | OverpaymentAmt |
| Applied To ES Tax | $50,000 | AppliedToESTaxAmt |
| Refund | $96,318 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ACHELISBODMAN.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2126440322 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| RUSSELL P PENNOYER | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | PRESIDENT/TRUSTEE | 3.00 | $0 | $0 | $0 |
| TATIANA POUSCHINE | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | VICE PRESIDENT/TRUSTEE | 3.00 | $0 | $0 | $0 |
| JOHN N IRWIN III | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | CHAIRMAN/TRUSTEE | 3.00 | $0 | $0 | $0 |
| HORACE I CRARY JR | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | TREASURER/TRUSTEE | 3.00 | $0 | $0 | $0 |
| GEORGE MCCABE | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| LESLIE LENKOWSKY | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MAGDALENA ZAVALIA DE MIGUENS | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| OLIVER GRACE | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| JOHN B KRIEGER | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | EXECUTIVE DIRECTOR/SECRETARY | 40.00 | $340,096 | $39,300 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI PULUSO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANTS MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $53,015 | 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 |
|---|---|---|---|---|---|
| PATHSTONE | |||||
| 24 FEDERAL STREET 8TH FLOOR | BOSTON | MA | 02110 | INV. ADVISORY FEES | $211,914 |
| MANICE & BUDD | |||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10017 | RENT | $115,522 |
| FIRST REPUBLIC | |||||
| 225 BROADWAY | NEW YORK | NY | 10007 | INV. ADVISORY FEES | $92,920 |
| CONDON O'MEARA MCGINTY & DONNELLY | |||||
| 1 BATTERY PARK PLAZA 7TH FLOOR | NEW YORK | NY | 10004 | AUDIT/TAX SERVICES | $57,290 |
| 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 | $9,914,700 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,976,334 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $130,070,767 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,961,801 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,961,801 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,144,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,817,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,040,869 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,040,869 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,354 | TotalTaxAmt |
| Distributable Before Adj | $6,992,515 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,992,515 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,992,515 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,410,088 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,410,088 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,992,515 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $381,998 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $489,557 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $596,926 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $558,556 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,027,037 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,410,088 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,992,515 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $417,573 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,444,610 | 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 | $381,998 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,062,612 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $489,557 | ExcessFromYear4Amt |
| Excess From Year3 | $596,926 | ExcessFromYear3Amt |
| Excess From Year2 | $558,556 | ExcessFromYear2Amt |
| Excess From Current Year | $417,573 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN B KRIEGER EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVE SUITE 2803 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2126440322 | RecipientPhoneNum |
| Form And Info And Materials | NONPROFIT ORGANIZATIONS BASED IN NEW YORK CITY AND NORTHERN NEW JERSEY THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FALL WITHIN THE PROGRAM AREAS OF THE FOUNDATION ARE WELCOME TO SUBMIT AN INQUIRY OR PROPOSAL LETTER BY EMAIL TO APPLICATION@ACHELISBODMAN.ORG. (PLEASE DO NOT SEND FULL PROPOSALS UNLESS REQUESTED.) AN INITIAL INQUIRY TO THE ACHELIS AND BODMAN FOUNDATION SHOULD INCLUDE ONLY THE FOLLOWING ITEMS: 1. A PROPOSAL LETTER THAT BRIEFLY SUMMARIZES THE HISTORY OF THE PROJECT, NEED, OBJECTIVES, TIME PERIOD, KEY STAFF, PROJECT BUDGET, AND EVALUATION PLAN. 2. LATEST ANNUAL REPORT. 3. LATEST COMPLETE AUDITED FINANCIAL STATEMENTS. 4. IRS 501(C)(3) TAX-EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GENERALLY DOES NOT MAKE GRANTS FOR THE FOLLOWING PURPOSES OR PROGRAM AREAS: -NONPROFIT ORGANIZATIONS OUTSIDE OF NEW YORK AND NEW JERSEY -ANNUAL APPEALS, DINNER FUNCTIONS, AND FUNDRAISING EVENTS -ENDOWMENTS AND CAPITAL CAMPAIGNS -LOANS AND DEFICIT FINANCING -DIRECT GRANTS TO INDIVIDUALS -INDIVIDUAL DAY-CARE AND AFTER-SCHOOL PROGRAMS -HOUSING -ORGANIZATIONS OR PROJECTS BASED OUTSIDE THE U.S. -SMALL ART, DANCE, MUSIC, AND THEATER GROUPS -INDIVIDUAL K-12 SCHOOLS (EXCEPT CHARTER SCHOOLS) -NATIONAL HEALTH AND MENTAL HEALTH ORGANIZATIONS -GOVERNMENT AGENCIES OR NONPROFIT ORGANIZATIONS SIGNIFICANTLY FUNDED OR REIMBURSED BY GOVERNMENT AGENCIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (159 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER HAMILTON SOCIETY | ||||||||
| 1701 RHODE ISLAND AVENUE | WASHINGTON | DC | 20036 | NONE | PC | NEW YORK CITY CHAPTER EVENTS | $50,000 | |
| AMERICAN BALLET THEATRE | ||||||||
| 890 BROADWAY | NEW YORK | NY | 100031278 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | POVERTY STUDIES PROGRAM | $100,000 | |
| AMERICAN PURPOSE | ||||||||
| PO BOX 70522 | CHEVY CHASE | MD | 20815 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT | ||||||||
| 321 WALL STREET | PRINCETON | NJ | 08540 | NONE | PC | LABORATORY OF ARCHAEOLOGICAL SCIENCE | $100,000 | |
| ARS NOVA THEATER | ||||||||
| 511 WEST 54TH STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ASLAN YOUTH MINISTRIES | ||||||||
| 257 HARDING ROAD PO BOX 270 | RED BANK | NJ | 077010270 | NONE | PC | YOUTH PROGRAMS | $40,000 | |
| ASSOCIATION OF GRADUATES OF THE UNITED | ||||||||
| STATES MILITARY ACADEMY 698 MILLS | WEST POINT | NY | 10996 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ROAD |
| ATLAS NETWORK | ||||||||
| TWO LIBERTY CENTER 4075 WILSON | ARLINGTON | VA | 22203 | NONE | PC | EASTERN EUROPE INITIATIVE | $100,000 | BOULEVARD SUITE 310 |
| AVENUES FOR JUSTICE | ||||||||
| MANHATTAN CRIMINAL COURT 100 CENTRE | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | STREET ROOM 1541 |
| BEST BUDDIES NEW YORK | ||||||||
| 120 WEST 45TH STREET SUITE 3800 | NEW YORK | NY | 10036 | NONE | PC | SCHOOL FRIENDSHIP PROGRAM IN | $35,000 | |
| BIPARTISAN POLICY CENTER | ||||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | PC | CAMPUS FREE EXPRESSION PROJECT | $25,000 | |
| BRICK PRESBYTERIAN CHURCH | ||||||||
| 62 EAST 92ND STREET | NEW YORK | NH | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BRIDGES FROM SCHOOL TO WORK | ||||||||
| 10400 FERNWOOD ROAD | BETHESDA | MD | 20817 | NONE | PC | NEW YORK CITY BRIDGES PROGRAM | $50,000 | |
| BRONX CHILDREN'S MUSEUM | ||||||||
| PO BOX 1381 | BRONX | NY | 104519998 | NONE | PC | NATURE OF THE BRONX | $40,000 | |
| BRONX RIVER ALLIANCE | ||||||||
| ONE BRONX RIVER PARKWAY | BRONX | NY | 10462 | NONE | PC | EDUCATION PROGRAMS | $30,000 | |
| BRONX SCHOOL FOR MUSIC | ||||||||
| 3348 PERRY AVENUE | BRONX | NY | 10467 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| BRONX SCHOOL FOR MUSIC | ||||||||
| 3348 PERRY AVENUE | BRONX | NY | 10467 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BROOKLYN CHILDREN'S MUSEUM | ||||||||
| 145 BROOKLYN AVENUE | BROOKLYN | NY | 11213 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| BRUNSWICK SCHOOL | ||||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | NONE | PC | TUDOR PLEDGE | $10,000 | |
| CALVARY HOSPITAL | ||||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | NONE | PC | CHILD AND ADOLESCENT BEREAVEMENT | $50,000 | |
| CANCER RESEARCH INSTITUTE | ||||||||
| 29 BROADWAY 4TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | LLOYD J. OLD STAR PROGRAM | $100,000 | |
| CANDID | ||||||||
| 32 OLD SLIP | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CARDINAL MCCLOSKEY COMMUNITY SERVICES | ||||||||
| 115 EAST STEVENS AVENUE | VALHALLA | NY | 10595 | NONE | PC | WORLD OF WORK | $25,000 | |
| CARING CONTACT | ||||||||
| PO BOX 2376 | WESTFIELD | NJ | 07091 | NONE | PC | LAUNCHING 988 | $40,000 | |
| CATHOLIC SCHOOLS FOUNDATION | ||||||||
| 67 BATTERYMARCH STREET | BOSTON | MA | 02110 | NONE | PC | ANNUAL DINNER CELEBRATION FUND | $20,000 | |
| CENTER FOR URBAN RENEWAL AND EDUCATION | ||||||||
| 1317 F STREET NW | WASHINGTON | DC | 20004 | NONE | PC | CLERGY NETWORK | $50,000 | |
| CHESHIRE HOME | ||||||||
| 9 RIDGEDALE AVENUE | FLORHAM PARK | NJ | 07932 | NONE | PC | HVAC EQUIPMENT | $50,000 | |
| CHILDREN'S AID SOCIETY | ||||||||
| 117 WEST 124TH STREET | NEW YORK | NY | 10027 | NONE | PC | NEXT GENERATION CENTER | $50,000 | |
| CHILDREN'S MUSEUM OF MANHATTAN | ||||||||
| 212 WEST 83RD STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| CHILDREN'S SCHOLARSHIP FUND NEW YORK | ||||||||
| 8 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | PC | SCHOLARSHIPS | $100,000 | |
| CHRISTODORA | ||||||||
| 1 EAST 53RD STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $135,000 | |
| CHRISTODORA | ||||||||
| 1 EAST 53RD STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| CITY HARVEST | ||||||||
| 150 52ND STREET | BROOKLYN | NY | 11232 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CITY RELIEF | ||||||||
| 295 WALNUT STREET | ELIZABETH | NJ | 07201 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CLARION MUSIC SOCIETY | ||||||||
| 119 EAST 74TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| CLASSIC STAGE COMPANY | ||||||||
| 136 EAST 13TH STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| CLASSICAL THEATRE OF HARLEM | ||||||||
| 1850 AMSTERDAM AVENUE | NEW YORK | NY | 10031 | NONE | PC | UPTOWN SHAKESPEARE IN THE PARK | $25,000 | |
| COALITION FOR THE HOMELESS | ||||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | NONE | PC | CAMP HOMEWARD BOUND | $25,000 | |
| CUNY - DEPARTMENT OF POLITICAL SCIENCE | ||||||||
| 160 CONVENT AVENUE NAC 4/136 | NEW YORK | NY | 10031 | NONE | PC | DANIEL PATRICK MOYNIHAN CENTER | $75,000 | |
| DARTMOUTH NATURAL RESOURCES TRUST | ||||||||
| 404 ELM STREET | DARTMOUTH | MA | 02748 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| DILLER-QUAILE SCHOOL OF MUSIC | ||||||||
| 24 EAST 95TH STREET | NEW YORK | NY | 10128 | NONE | PC | COMMUNITY PROGRAMS AND | $40,000 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | PC | UKRAINE RELIEF | $25,000 | |
| DONORS TRUST & DONORS CAPITAL FUND | ||||||||
| 1800 DIAGONAL STREET | ALEXANDRIA | VA | 22314 | NONE | PC | DONOR ADVISED FUND | $100,000 | |
| DONORS TRUST & DONORS CAPITAL FUND | ||||||||
| 1800 DIAGONAL STREET | ALEXANDRIA | VA | 22314 | NONE | PC | DONOR ADVISED FUND | $100,000 | |
| EARLY STEPS | ||||||||
| 540 EAST 76TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| EMPIRE CENTER FOR PUBLIC POLICY | ||||||||
| 100 STATE STREET SUITE 410 | ALBANY | NY | 12207 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| ENGIN | ||||||||
| 15 URBAN STREET | STAMFORD | CT | 06905 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ENGLISH-SPEAKING UNION OF THE UNITED | ||||||||
| 144 EAST 39TH STREET | NEW YORK | NY | 10016 | NONE | PC | 2023 NATIONAL SHAKESPEARE | $50,000 | |
| FEARLESS THEATER COMPANY | ||||||||
| 488 14TH STREET | BROOKLYN | NY | 11215 | NONE | PC | THE HOPE SCENARIOS | $25,000 | |
| FEDERALIST SOCIETY FOR LAW & PUBLIC POLICY | ||||||||
| 1776 I STREET NW | WASHINGTON | DC | 20006 | NONE | PC | LAW SCHOOL DEBATES | $50,000 | |
| FELIX ORGANIZATION | ||||||||
| 43 OYSTER BAY ROAD | LOCUST VALLEY | NY | 11560 | NONE | PC | CAMP FELIX SUMMER CAMP | $25,000 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY | ||||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | NONE | PC | FLOOD RELIEF | $25,000 | |
| FOUNDATION FOR CULTURAL REVIEW | ||||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN | ||||||||
| 510 WALNUT STREET | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| FREEDOM HOUSE | ||||||||
| 1850 M STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE | NEW YORK | NH | 10017 | NONE | PC | SUMMER TEEN ACADEMY | $75,000 | |
| FRIENDS OF KARDIAS FOUNDATION | ||||||||
| 654 MADISON AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| FRIENDS OF KARDIAS FOUNDATION | ||||||||
| 654 MADISON AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| FRIENDS OF THE LOBKOWICZ COLLECTIONS | ||||||||
| PO BOX 814 | DOVER | MA | 02030 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| GARDEN STATE INITIATIVE | ||||||||
| PO BOX 9180 | MORRISTOWN | NJ | 07963 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| GILDER LEHRMAN INSTITUTE OF AMERICAN | ||||||||
| 49 WEST 45TH STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| GIRL SCOUTS HEART OF NEW JERSEY | ||||||||
| 1171 ROUTE 28 | NORTH BRANCH | NJ | 08875 | NONE | PC | EMERGING MARKETS INITIATIVE | $50,000 | |
| THE AMERICAN FRIENDS OF THE GWPF | ||||||||
| PO BOX 186 | NORTH LAKE | WI | 53064 | NONE | PC | RESEARCH | $75,000 | |
| HAPPINESS IS CAMPING | ||||||||
| 62 SUNSET LAKE ROAD | HARDWICK | NJ | 07825 | NONE | PC | SUMMER CAMP | $25,000 | |
| HARLEM EDUCATIONAL ACTIVITIES FUND | ||||||||
| 2090 SEVENTH AVENUE | NEW YORK | NY | 10027 | NONE | PC | HEAF CONTINUUM | $50,000 | |
| HARLEM EDUCATIONAL ACTIVITIES FUND | ||||||||
| 2090 SEVENTH AVENUE | NEW YORK | NY | 10027 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 060392141 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| HUDSON INSTITUTE | ||||||||
| 1201 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| HUDSON INSTITUTE | ||||||||
| 1201 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | NONE | PC | RESEARCH | $150,000 | |
| HUDSON INSTITUTE | ||||||||
| 1201 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | NONE | PC | CENTER FOR RELIGIOUS FREEDOM | $75,000 | |
| HUDSON INSTITUTE | ||||||||
| 1201 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | NONE | PC | RESEARCH | $100,000 | |
| I AM CULTURED | ||||||||
| 11 TALBOT DRIVE | WESTBURY | NY | 11590 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| IDEAS BEYOND BORDERS | ||||||||
| 244 FIFTH AVENUE | NEW YORK | NY | 10001 | NONE | PC | BEL ARABI PROGRAM | $50,000 | |
| INDEPENDENT INSTITUTE | ||||||||
| 100 SWAN WAY | OAKLAND | CA | 946211428 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| INDIANA UNIVERSITY FOUNDATION | ||||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | NONE | PC | ONEILL FUTURE FUND | $2,000 | |
| INSTITUTE OF CLASSICAL ARCHITECTURE & ART | ||||||||
| 20 WEST 44TH STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | ||||||||
| 3600 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | NONE | PC | FILM | $35,000 | |
| INTERNATIONAL MEDICAL CORPS | ||||||||
| 12400 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90025 | NONE | PC | UKRAINE RELIEF | $25,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | NONE | PC | UKRAINE RELIEF | $25,000 | |
| JACK MILLER CENTER FOR TEACHING AMERICA'S | ||||||||
| THREE BALA PLAZA WEST | BALA CYNWYD | PA | 19004 | NONE | PC | FOUNDING CIVICS INITIATIVE | $50,000 | |
| JEWISH MUSEUM | ||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | THE SASSOONS | $50,000 | |
| KITE & KEY MEDIA | ||||||||
| 137 MONTAGUE STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LA SALLE ACADEMY | ||||||||
| 215 EAST 6TH STREET | NEW YORK | NY | 10003 | NONE | PC | SCHOLARSHIPS | $30,000 | |
| LAWRENCE & MEMORIAL HOSPITAL | ||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| LEGAL OUTREACH | ||||||||
| 36-14 35TH STREET | LONG ISLAND | NY | 11106 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| LIGHTHOUSE WORKS | ||||||||
| 1070 MONTAUK AVENUE | FISHER ISLAND | NY | 06390 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| LUNCH BREAK | ||||||||
| 121 DRS JAMES PARKER BOULEVARD | RED BANK | NJ | 07701 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | RESEARCH | $150,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | RESEARCH | $150,000 | |
| MERCY CENTER | ||||||||
| 1106 MAIN STREET | ASBURY PARK | NJ | 07712 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MODERN STATES EDUCATION ALLIANCE | ||||||||
| 1633 BROADWAY | NEW YORK | NY | 10019 | NONE | PC | NYC X FRESHMAN YEAR FOR FREE | $50,000 | |
| MORGAN LIBRARY & MUSEUM | ||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PC | MORGANS BIBLES AND | $50,000 | |
| MORNINGSIDE INSTITUTE | ||||||||
| 490 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| MUNICIPAL ART SOCIETY OF NEW YORK | ||||||||
| 488 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PC | REPAIR OF THREE MONUMENTS IN NEW | $50,000 | |
| MUSEUM OF JEWISH HERITAGE | ||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PC | COURAGE TO ACT: RESCUE IN DENMARK | $25,000 | |
| MUSICAMBIA | ||||||||
| 712A MONROE STREET | BROOKLYN | NY | 11221 | NONE | PC | MUSIC PROGRAMS IN NEW YORK STATE | $25,000 | |
| NASAREANORG | ||||||||
| 112 SOUTH MAIN STREET | STOWE | VT | 05672 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NASAREANORG | ||||||||
| 112 SOUTH MAIN STREET | STOWE | VT | 05672 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NATIONAL ASSOCIATION OF SCHOLARS | ||||||||
| 420 MADISON AVENUE | NEW YORK | NY | 10017 | NONE | PC | MEDICAL EDUCATION | $50,000 | |
| NATIONAL AUDUBON SOCIETY OF NEW YORK | ||||||||
| 9 THURLOW TERRACE | ALBANY | NY | 12203 | NONE | PC | FOR THE BIRDS! CURRICULUM | $40,000 | |
| NATIONAL COUNCIL ON TEACHER QUALITY | ||||||||
| 1032 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | RESEARCH | $50,000 | |
| NATIONAL SAWDUST | ||||||||
| 80 NORTH 6TH STREET | BROOKLYN | NY | 12249 | NONE | PC | 2022-23 SEASON | $35,000 | |
| NEW 42ND STREET | ||||||||
| 229 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PC | NEW VICTORY THEATER | $25,000 | |
| NEW YORK CHARTER SCHOOLS ASSOCIATION | ||||||||
| 2 TOWER PLACE | ALBANY | NY | 10010 | NONE | PC | CHARTER SCHOOL COALITION IN MANHATTAN | $75,000 | |
| NEW YORK CITY AUDUBON SOCIETY | ||||||||
| DAVID H KOCH THEATER | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| NEW YORK CITY BALLET | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NEW YORK CITY URBAN DEBATE LEAGUE | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | EXPAND PROGRAMMING IN HIGH-NEED | $50,000 | |
| NEW YORK COMMON PANTRY | ||||||||
| 8 EAST 109TH STREET | NEW YORK | NY | 10029 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NEW YORK PRESERVATION ARCHIVE PROJECT | ||||||||
| 174 EAST 80TH STREET | NEW YORK | NY | 10075 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NEW-YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| OLD WESTBURY GARDENS | ||||||||
| P O BOX 430 | OLD WESTBURY | NY | 11568 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PALEY CENTER FOR MEDIA | ||||||||
| 25 WEST 52ND STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PARTNERSHIP SCHOOLS | ||||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10002 | NONE | PC | NEW YORK CITY SCHOOLS | $100,000 | |
| PERLMAN MUSIC PROGRAM | ||||||||
| 19 WEST 69TH STREET | NEW YORK | NY | 10023 | NONE | PC | 2022 SUMMER MUSIC SCHOOL | $40,000 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BOULEVARD | SHERMAN OAKS | CA | 91403 | NONE | PC | PRAGERU KIDS | $75,000 | |
| PURDUE FOR LIFE FOUNDATION | ||||||||
| 403 WEST WOOD STREET | WEST LAFAYETTE | IN | 47907 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| QUEENS COMMUNITY HOUSE | ||||||||
| 92-17 165TH STREET | JAMAICA | NY | 11433 | NONE | PC | NEIGHBORHOOD INTERGENERATIONAL | $30,000 | |
| QUEENS MUSEUM OF ART | ||||||||
| NEW YORK CITY BUILDING | QUEENS | NY | 11368 | NONE | PC | PANORAMA OF THE CITY OF NEW YORK | $35,000 | |
| REAL CLEAR FOUNDATION | ||||||||
| 666 DUNDEE ROAD | NORTHBROOK | IL | 60062 | NONE | PC | RESEARCH | $50,000 | |
| REGIS HIGH SCHOOL | ||||||||
| 55 EAST 84TH STREET | NEW YORK | NY | 100280884 | NONE | PC | REACH PROGRAM | $50,000 | |
| RIVERSIDE FILMS | ||||||||
| 250 RIVERSIDE DRIVE NO 65 | NEW YORK | NY | 10025 | NONE | PC | THE COLFAX MASSACRE | $50,000 | |
| ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10021 | NONE | PC | LABORATORY OF CHEMICAL BIOLOGIST KATYA VINOGRADOVA AND PURCHASE OF AN ORBITRAP ECLIPSE TRIBID MASS SPECTROMETER | $500,000 | |
| ROSENWALD PARK CAMPAIGN | ||||||||
| 19 MAPLEWOOD PARK COURT | BETHESDA | MD | 20814 | NONE | PC | INTRODUCTORY VIDEO | $2,500 | |
| SAVE THE CHILDREN FEDERATION | ||||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | NONE | PC | UKRAINE CRISIS RELIEF FUND | $25,000 | |
| SAVE THE REDWOODS LEAGUE | ||||||||
| 111 SUTTER STREET | SAN FRANCISCO | CA | 94104 | NONE | PC | LOST COAST REDWOODS IN | $50,000 | |
| SCHOOL OF AMERICAN BALLET | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SCHOOL SISTERS OF NOTRE DAME EDUCATIONAL | ||||||||
| 8704-88TH AVENUE | WOODHAVEN | NY | 11421 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SEARCH AND CARE | ||||||||
| 1844 SECOND AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SOCIETY OF ILLUSTRATORS | ||||||||
| 128 EAST 63RD STREET | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| ST BENEDICT'S PREPARATORY SCHOOL | ||||||||
| 520 DR MARTIN LUTHER KING JR BLVD | NEWARK | NJ | 07102 | NONE | PC | SCHOLARSHIP FUND | $50,000 | |
| ST FRANCIS XAVIER MISSION | ||||||||
| 55 WEST 15TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ST JOHN'S BREAD AND LIFE | ||||||||
| 795 LEXINGTON AVENUE | BROOKLYN | NY | 11221 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| STAND FOUNDATION | ||||||||
| PO BOX 15022 | CHESAPEAKE | VA | 23328 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| STANLEY M ISAACS NEIGHBORHOOD CENTER | ||||||||
| 415 EAST 93RD STREET | NEW YORK | NY | 10128 | NONE | PC | EDUCATION AND WORKFORCE | $50,000 | |
| STATEN ISLAND CHILDREN'S MUSEUM | ||||||||
| 1000 RICHMOND TERRACE | STATEN ISLAND | NY | 10301 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| STATEN ISLAND MUSEUM | ||||||||
| 1000 RICHMOND TERRACE | STATEN ISLAND | NY | 10301 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| STUDENTPARTNER ALLIANCE | ||||||||
| 561 SPRINGFIELD AVENUE | SUMMIT | NJ | 07901 | NONE | PC | SCHOLARSHIPS | $40,000 | |
| STUDENTS 2 SCIENCE | ||||||||
| 66 DEFOREST AVENUE | EAST HANOVER | NJ | 07936 | NONE | PC | STEM EDUCATION IN NEWARK CHARTER | $35,000 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| TCU BOX 298240 | FORTH WORTH | TX | 76129 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| THE SALIENT OF HARVARD COLLEGE | ||||||||
| 14 ARROW ST SUITE G10 | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THOMAS B FORDHAM INSTITUTE | ||||||||
| 1015 18TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | RESEARCH | $50,000 | |
| THRIVE FOR LIFE PRISON PROJECT | ||||||||
| 30 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | PC | IGNACIO HOUSE OF STUDIES FOR WOMEN | $50,000 | |
| UKRAINIAN CATHOLIC UNIVERSITY FOUNDATION | ||||||||
| 2332 WEST CHICAGO AVENUE | CHICAGO | IL | 60622 | NONE | PC | UKRAINE RELIEF | $25,000 | |
| UNITED WAY OF MONROE COUNTY | ||||||||
| 441 S COLLEGE AVENUE | BLOOMINGTON | IN | 47403 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| VERTEX PARTNERSHIP ACADEMIES | ||||||||
| 1160 BEACH AVENUE | BRONX | NY | 10472 | NONE | PC | CHARTER HIGH SCHOOL IN THE BRONX | $50,000 | |
| VISION LOSS ALLIANCE | ||||||||
| 155 MORRIS AVE SUITE 2 | DENVILLE | NJ | 07834 | NONE | PC | INCLUSIVE SERVICE DELIVERY FOR ADULTS | $30,000 | |
| VISIONSSERVICES FOR THE BLIND AND | ||||||||
| 500 GREENWICH STREET | NEW YORK | NY | 10013 | NONE | PC | IN PLANE SIGHT | $50,000 | |
| VISITING NEIGHBORS | ||||||||
| 3 WASHINGTON SQUARE VILLAGE | NEW YORK | NY | 10012 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| VOLCKER ALLIANCE | ||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | GOVERNMENT BREAKDOWNS: 1987-2022 | $50,000 | |
| WASHINGTON UNIVERSITY | ||||||||
| MCKELVEY SCHOOL OF ENGINEERING | ST LOUIS | MO | 63130 | NONE | PC | MCKELVEY SCHOOL OF ENGINEERING | $10,000 | |
| WILD BIRD FUND | ||||||||
| 565 COLUMBUS AVENUE | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| WILD BIRD FUND | ||||||||
| 565 COLUMBUS AVENUE | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| WINTER4KIDS | ||||||||
| 44 BREAKNECK ROAD | VERNON | NJ | 07462 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WITHERSPOON INSTITUTE | ||||||||
| 16 STOCKTON STREET | PRINCETON | NJ | 08540 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| WOODSON CENTER | ||||||||
| 1625 K STREET NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,669,500 | 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) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $12,167 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $656,248 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $68,564 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $941,281 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| INCOME FROM LIMITED PARTNERSHIPS | 900099 | $124,632 | 14 | $1,861,862 |
| OTHER INVESTMENT INCOME | 14 | $2,572 | ||
| LESS: AMOUNT ATTRIBUTABLE TO UBI | $124,632 | -$124,632 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $329,995 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,337,331 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,667,326 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUDITING AND TAX SERVICES | $57,290 | $28,645 | $0 | $28,645 |
| BOOKKEEPING SERVICES | $25,000 | $12,500 | $0 | $12,500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $393,517 | $393,517 |
| AXALTA COATING SYSTEMS LTD | $420,255 | $420,255 |
| BANK OF AMERICA CORP | $377,568 | $377,568 |
| BERKSHIRE HATHAWAY INC CL B | $469,528 | $469,528 |
| CARTER'S INC | $440,199 | $440,199 |
| CORNING INC | $365,713 | $365,713 |
| DEVON ENERGY CORP | $151,745 | $151,745 |
| DUPONT DE NEMOURS INC | $407,868 | $407,868 |
| ELANCO ANIMAL HEALTH INC | $314,054 | $314,054 |
| GENERAL MOTORS CO | $346,492 | $346,492 |
| GRAPHIC PACKAGING HLDG CO | $404,950 | $404,950 |
| HANESBRANDS INC | $195,856 | $195,856 |
| INFINERA CORP | $197,428 | $197,428 |
| INTERNATIONAL FLAVORS & FRAGRANCES | $245,116 | $245,116 |
| LIONS GATE ENTERTAINMENT B | $234,576 | $234,576 |
| MERCK & CO INC | $88,760 | $88,760 |
| MICRON TECHNOLOGY INC | $391,094 | $391,094 |
| MOHAWK INDS INC | $410,924 | $410,924 |
| REGIONS FINL CORP | $370,832 | $370,832 |
| SENSATA TECHNOLOGIES | $363,420 | $363,420 |
| SS&C TECHNOLOGIES HOLDINGS INC | $364,420 | $364,420 |
| URBAN OUTFITTERS INC | $267,120 | $267,120 |
| WABTEC CORP | $77,353 | $77,353 |
| WALGREENS BOOTS ALLIANCE INC | $325,032 | $325,032 |
| WALT DISNEY CO | $310,596 | $310,596 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (54 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLIANCE BERNSTEIN S/M VAL-AD | FMV | $2,273,612 | $2,273,612 |
| APOLLO EUROPEAN PRINCIPAL FINANCE FUND III | FMV | $1,016,255 | $1,016,255 |
| ARES PRIVATE CREDIT SOLUTIONS | FMV | $1,480,793 | $1,480,793 |
| ARKA INDIA FUND | FMV | $2,257,346 | $2,257,346 |
| ARTISAN FUNDS INTL VALUE | FMV | $6,725,684 | $6,725,684 |
| ARTISAN FUNDS SM/MID-INV | FMV | $935,804 | $935,804 |
| BRIGHTWOOD CAPITAL SBIC II LP | FMV | $211,527 | $211,527 |
| BROWN ADVISORY WINSLOW | FMV | $3,378,233 | $3,378,233 |
| CARLYLE INTL ENERGY PARTNERS, LP | FMV | $985,099 | $985,099 |
| CYPRIUM INVESTORS IV AIV I LP | FMV | $230,002 | $230,002 |
| DELAWARE EMERGING MARKETS | FMV | $2,829,462 | $2,829,462 |
| DORCHESTER CAPITAL SECONDARIES | FMV | $2,122,327 | $2,122,327 |
| ELLIOTT INTERNATIONAL LIMITED | FMV | $6,878,854 | $6,878,854 |
| FORWARD VENTURES IV LP | FMV | $138,730 | $138,730 |
| FTAI AVIATION LTD | FMV | $1,430,376 | $1,430,376 |
| HENGISTBURY FUND 2013 | FMV | $4,415,144 | $4,415,144 |
| HIGH GROUND INVESTMENT MANAGEMENT LLP | FMV | $1,133,636 | $1,133,636 |
| HIGHCLERE INTERNATIONAL | FMV | $882,108 | $882,108 |
| LCP IX OFFSHORE LP | FMV | $3,460,702 | $3,460,702 |
| MAKIRA OFFSHORE INVESTORS LTD | FMV | $9,581,308 | $9,581,308 |
| MCR DULLES PARTNERS | FMV | $4,002 | $4,002 |
| MCR HOSPITALITY FUND LP | FMV | $1,789,543 | $1,789,543 |
| MCR TEXAS LLC | FMV | $651,954 | $651,954 |
| NEW CANAAN FUNDING MEZZANINE V SBIC LP | FMV | $123,184 | $123,184 |
| NEW CANAAN FUNDING MEZZANINE VI SBIC LP | FMV | $841,438 | $841,438 |
| NEW CANAAN FUNDING MEZZANINE VII SBIC LP | FMV | $1,187,525 | $1,187,525 |
| PATHSTONE PMA INC | FMV | $2,070,947 | $2,070,947 |
| PORTOLAN PILOT LONG ONLY FUND LP | FMV | $9,301,995 | $9,301,995 |
| PRIVATE ADVISORS REAL ASSETS FUND III | FMV | $2,183,321 | $2,183,321 |
| PRIVATE ADVISORS SECONDARY FUND V LP | FMV | $2,603,464 | $2,603,464 |
| PRIVATE ADVISORS SECONDARY FUND VI LP | FMV | $1,165,659 | $1,165,659 |
| QUINN OPPORTUNITIES OFFSHORE LTD | FMV | $1,094,931 | $1,094,931 |
| RBC EMERGING MARKETS | FMV | $2,763,062 | $2,763,062 |
| RCP SECONDARY OPPORTUNITY FUND II, LP | FMV | $394,133 | $394,133 |
| RIVERSIDE ACCELERATION CAPITAL FUND II LP | FMV | $823,879 | $823,879 |
| SEACOAST CAPITAL PARTNERS III | FMV | $886,072 | $886,072 |
| SEACOAST CAPITAL PARTNERS IV LP | FMV | $1,430,862 | $1,430,862 |
| SILVER POINT CAPITAL OFFSHORE FUND, LTD. | FMV | $4,299,112 | $4,299,112 |
| STEELHEAD PATHFINDER FUND LTD | FMV | $2,482,915 | $2,482,915 |
| TIFF PRIVATE EQUITY PARTNERS 2005 | FMV | $80,948 | $80,948 |
| TIFF PRIVATE EQUITY PARTNERS 2006 | FMV | $21,844 | $21,844 |
| TIFF PRIVATE EQUITY PARTNERS 2007 | FMV | $585,726 | $585,726 |
| TIFF PRIVATE EQUITY PARTNERS 2008 | FMV | $694,528 | $694,528 |
| TIFF PRIVATE EQUITY PARTNERS 2009 | FMV | $78,726 | $78,726 |
| TIFF PRIVATE EQUITY PARTNERS 2012 | FMV | $2,929,471 | $2,929,471 |
| TIFF PRIVATE EQUITY PARTNERS 2013 | FMV | $2,012,525 | $2,012,525 |
| TIFF PRIVATE EQUITY PARTNERS 2014 | FMV | $1,779,846 | $1,779,846 |
| TIFF PRIVATE EQUITY PARTNERS 2015 | FMV | $4,505,843 | $4,505,843 |
| TIFF SPECIAL OPPORTUNITIES FUND | FMV | $976,370 | $976,370 |
| TOPSPIN PARTNERS III | FMV | $1,039,321 | $1,039,321 |
| VANGUARD SHORT-TERM BOND INDEX | FMV | $8,955,243 | $8,955,243 |
| VERDAD JAPAN FUND LP | FMV | $1,771,268 | $1,771,268 |
| VISTA CREDIT PARTNERS III | FMV | $1,065,958 | $1,065,958 |
| WCM FOCUSED INTERNATIONAL GROWTH FUND | FMV | $3,255,594 | $3,255,594 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $54,000 | BOYBookValueAmt |
| EOY Book Value | $54,000 | EOYBookValueAmt |
| EOYFMV | $54,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $23,964,917 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUPPLIES | $974 | $49 | $0 | $925 |
| TELEPHONE | $19,564 | $978 | $0 | $18,586 |
| COMMUNICATION AND COMPUTERS | $4,168 | $219 | $0 | $3,949 |
| OTHER | $260 | $3 | $0 | $257 |
| INSURANCE | $4,157 | $208 | $0 | $3,949 |
| LIMITED PARTNERSHIP EXPENSES | $0 | $1,010,154 | $0 | $0 |
| LESS: AMOUNT ATTRIBUTABLE TO UBIT | $0 | -$218,491 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM LIMITED PARTNERSHIPS | $1,986,494 | $454,370 | $0 |
| OTHER INVESTMENT INCOME | $2,572 | $2,572 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $304,834 | $304,834 | $0 | $0 |
| CUSTODIAL FEES | $25,658 | $25,658 | $0 | $0 |
| CONSULTING FEE | $37,500 | $0 | $0 | $37,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN WITHHOLDING TAXES PAID THROUGH PARTNERSHIPS | $0 | $324,738 | $0 | $0 |
| STATE UBI TAXES | $6,340 | $4,840 | $0 | $1,500 |
| FEDERAL EXCISE TAX | $40,471 | $0 | $0 | $40,471 |
| LESS: AMOUNT ATTRIBUTED TO UBI | $0 | -$49 | $0 | $0 |
| LESS: AMOUNT ATTRIBUTED TO UBI | $0 | -$4,840 | $0 | $0 |