S & L MARX FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- S & L MARX FOUNDATION INC (EIN 20-0677535)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202333179349103993
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T19:40:51-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 200677535 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S & L Marx Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | S&LM | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Better | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | James | PersonFirstNm |
| Person Last | Better | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $90,977,105 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $85,325 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85,325 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,581,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,581,224 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,873,761 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,465,576 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,873,555 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $350,834 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $309,471 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,891,144 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,849,575 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $171,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $171,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,879 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,879 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $169,615 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $169,615 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $102 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $102 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $58,251 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $947 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $8,237 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,237 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,571 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $3,571 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $241,355 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $98,833 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $115,306 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $664,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $268,550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $309,993 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,699,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,699,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,364,257 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $268,550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,009,293 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $526,887 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,581,025 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,500,230 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,374,012 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,374,012 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $67,712,350 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,077,069 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $64,330,829 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,302,142 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,591,475 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,271,315 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,737 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,788 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,896 | LandBOYAmt |
| Land EOY | $949 | LandEOYAmt |
| Land EOYFMV | $949 | LandEOYFMVAmt |
| Total Assets BOY | $76,516,618 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,043,505 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $90,977,105 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $76,516,618 | RetainedEarningBOYAmt |
| Retained Earning EOY | $77,043,505 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,516,618 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $77,043,505 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,516,618 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,043,505 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,516,618 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $526,887 | ExcessRevenueOverExpensesAmt |
| Subtotal | $77,043,505 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $77,043,505 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $31,448,501 | $28,708,087 | $2,740,414 | $2,740,414 | |||
| Passthrough K1 Capital Gain/(Loss) | $133,276 | ||||||
| ARLINGTONJV - ARLINGTON JOINT VENTURE | $1,280 | $1,280 | P | 2019-12-31 | 2022-12-30 | ||
| BLOOMSYNDICA - BLOOMINGTON SYNDICATE | $15,795 | $15,930 | -$135 | -$135 | P | 2019-12-31 | 2022-12-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,873,555 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $77,576 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $77,576 | SubtotalAmt |
| Tax Based On Investment Income | $77,576 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,462 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $29,100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $74,562 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,014 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| Charles Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| David Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| James Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Nancy M Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Executive Dir, Sec | 40.0 | $171,000 | $0 | $0 |
| Sarah Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Leonard Marx | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Sylvia Marx | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP Morgan Chase | |||||
| 270 PARK AVENUE | NEW YORK | NY | 10017 | Investment Mgmt | $169,615 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative svcs | $102,843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $78,263,413 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,718,742 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,292,239 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $100,274,394 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $100,274,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,504,116 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $98,770,278 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,938,514 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,938,514 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77,576 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $77,576 | TotalTaxAmt |
| Distributable Before Adj | $4,860,938 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,860,938 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,860,938 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,009,293 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,009,293 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,860,938 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,865,420 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $5,009,293 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,865,420 | AppliedToYear1Amt |
| Applied To Current Year | $3,143,873 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,717,065 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILIS INC | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | N/A | PC | Abilis Annual Fund | $5,000 |
| ADOPT A DOG INC | |||||||
| PO BOX 11135 | GREENWICH | CT | 06831 | N/A | PC | Adopt a Dog Annual Fund | $5,000 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | N/A | PC | Einstein Aging Study Research Program | $250,000 |
| ALBION COLLEGE | |||||||
| 611 E PORTER ST | ALBION | MI | 49224 | N/A | PC | Hank Huth Scholarship Fund | $1,000 |
| ALLIANCE FOR CANCER GENE THERAPY INC | |||||||
| 96 CUMMINGS POINT RD | STAMFORD | CT | 06902 | N/A | PC | ACGT Cancer Research | $5,000 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | Dementia Care Coordination Program in New England | $75,000 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC | |||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | N/A | PC | Institute of Environmental Sciences Scholarship Program | $75,000 |
| ANDROSCOGGIN ALUMNI ASSOCIATION INC | |||||||
| 601 W ST | HARRISON | NY | 10528 | N/A | PC | Camper Scholarships | $5,000 |
| ANTI-DEFAMATION LEAGUE - SOUTHWEST REGION | |||||||
| 4635 SW FREEWAY | HOUSTON | TX | 77027 | N/A | PC | ADL Programs in Connecticut | $10,000 |
| AURELIA FOUNDATION | |||||||
| PO BOX 82 | PACIFIC PALISADES | CA | 90272 | N/A | PC | Creative Steps Day Program Arts Fund | $30,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 3RD AVE 10TH FL | NEW YORK | NY | 10017 | N/A | PC | Education Program Expansion | $60,000 |
| Boys and Girls Club of Greenwich | |||||||
| 4 HORSENECK LN | Greenwich | CT | 06830 | N/A | PC | Strategic and Governance Consulting | $14,000 |
| Boys and Girls Club of Greenwich | |||||||
| 4 HORSENECK LN | Greenwich | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| Boys and Girls Club of Greenwich | |||||||
| 4 HORSENECK LN | Greenwich | CT | 06830 | N/A | PC | General Funding for Core Programs | $1,000 |
| BREAST CANCER ALLIANCE INC | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | BCA Annual Appeal | $5,000 |
| BRUCE MUSEUM INC | |||||||
| 1 MUSEUM DR | GREENWICH | CT | 06830 | N/A | PC | Educational Outreach and Cultural Programming | $20,000 |
| BRUNSWICK SCHOOL INC | |||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | PC | Horizons Enrichment Program Annual Fund | $5,000 |
| BRUNSWICK SCHOOL INC | |||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | PC | Brunswick Alumni Development Council | $2,000 |
| BRUNSWICK SCHOOL INC | |||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | PC | Horizons Summer Enrichment Program Endowment | $250,000 |
| CAGV-EDUCATION FUND INC | |||||||
| PO BOX 123 | RIDGEFIELD | CT | 06877 | N/A | PC | Educational Outreach to Prevent Gun Violence | $10,000 |
| CAMPHILL VILLAGE U S A INC | |||||||
| 84 CAMP HILL RD | COPAKE | NY | 12516 | N/A | PC | Healing Plant Garden Workspace Building Project | $100,000 |
| CARAMOOR CENTER FOR MUSIC & THE ARTS INC | |||||||
| 149 GIRDLE RIDGE RD | KATONAH | NY | 10536 | N/A | PC | Educational Outreach | $5,000 |
| CHILD GUIDANCE CENTER OF SOUTHERN CT INC | |||||||
| 103 W BROAD ST | STAMFORD | CT | 06902 | N/A | PC | Outdoor Treatment and Family Respite Area | $125,000 |
| CHILD GUIDANCE CENTER OF SOUTHERN CT INC | |||||||
| 103 W BROAD ST | STAMFORD | CT | 06902 | N/A | PC | General Operating Support | $2,500 |
| CHILDRENS LEARNING CENTERS OF FAIRFIELD COUNTY INC | |||||||
| 64 PALMERS HILL RD | STAMFORD | CT | 06902 | N/A | PC | Social & Emotional Learning and Family Engagement initiatives | $75,000 |
| CHROMOSOME 18 REGISTRY AND RESEARCH SOCIETY | |||||||
| 7155 OAKRIDGE | SAN ANTONIO | TX | 78229 | N/A | PC | Chromosome 18 Research and Patient Support | $5,000 |
| CITY HARVEST INC | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | N/A | PC | City Harvest Annual Fund | $3,000 |
| COFFEE FOR GOOD INC | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General Operating Support | $2,000 |
| COLGATE UNIVERSITY Parents' Fund (obsolete) | |||||||
| 13 OAK DR | HAMILTON | NY | 13346 | N/A | PC | Colgate University Annual Fund | $2,000 |
| COMMUNITY MINDFULNESS PROJECT INCORPORATED | |||||||
| PO BOX 1713 | NEW CANAAN | CT | 06840 | N/A | PC | Mindfulness programs for underserved populations | $2,500 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | N/A | PC | General support of Music Department | $10,000 |
| CONNECTICUT NEWS PROJECT INC | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | N/A | PC | Funding for local share of Report for America reporting interns | $25,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE STE 1100 N | BETHESDA | MD | 20814 | N/A | PC | Compass program for patient care assistance | $50,000 |
| FAIR HAVEN COMMUNITY HEALTH CLINIC INC | |||||||
| 374 GRAND AVE | NEW HAVEN | CT | 06513 | N/A | PC | Community Health and Wellness Programs | $10,000 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | Childcare and Literacy Programs | $10,000 |
| FAMILY LEGAL CARE INC | |||||||
| 32 COURT ST SUITE 1208 | BROOKLYN | NY | 11201 | N/A | PC | General Operating Support | $1,000 |
| FERNWOOD COVE FOUNDATION | |||||||
| 350 ISLAND POND RD | HARRISON | ME | 04040 | N/A | PC | Camper Scholarship Program | $1,000 |
| FIGURE SKATING IN HARLEM INC | |||||||
| 361 WEST 125TH ST 4TH FLOOR | NEW YORK | NY | 10027 | N/A | PC | General Program Support | $1,000 |
| FILLING IN THE BLANKS INC | |||||||
| 346 MAIN AVE STE 3A | NORWALK | CT | 06851 | N/A | PC | Program to fight childhood hunger in Fairfield County | $2,500 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | N/A | PC | FIDF Annual Fund | $5,000 |
| FSHD SOCIETY | |||||||
| 75 NORTH MAIN ST 1073 | RANDOLPH | MA | 02368 | N/A | PC | General Research Support | $5,000 |
| GATHER NEW HAVEN | |||||||
| 470 JAMES ST 007 | NEW HAVEN | CT | 06513 | N/A | PC | Community Health and Wellness Programs | $10,000 |
| GRAD BAG INC | |||||||
| PO BOX 605 | SCARSDALE | NY | 10583 | N/A | PC | General Operating Support | $2,500 |
| GRASSROOT SOCCER INC | |||||||
| 15 LEBANON ST | HANOVER | NH | 03255 | N/A | PC | General Soccer Program Support | $2,500 |
| GREENWICH ACADEMY INC | |||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | STEM Faculty Professional Development Fund | $100,000 |
| GREENWICH ACADEMY INC | |||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | Greenwich Academy 2021-2022 Annual Fund | $1,000 |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | PC | GEMS Annual Fund | $5,000 |
| GREENWICH HISTORICAL SOCIETY INC | |||||||
| 47 STRICKLAND RD | COS COB | CT | 06807 | N/A | PC | Greenwich Historical Society Annual Fund | $1,000 |
| GREENWICH HOSPITAL | |||||||
| 5 PERRYRIDGE RD | GREENWICH | CT | 06830 | N/A | PC | Community Health Programs | $30,000 |
| GREENWICH LIBRARY | |||||||
| 101 W PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General Operating Support | $5,000 |
| GREENWICH SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 35 | GREENWICH | CT | 06836 | N/A | PC | Cultural and educational programming | $10,000 |
| HAND IN HAND AMERICAN FRIENDS OF CNTR FOR JEWISH-A | |||||||
| PO BOX 80102 | PORTLAND | OR | 97280 | N/A | PC | Community Programming Initiative | $12,500 |
| HARLEM ACADEMY | |||||||
| 655 ST NICHOLAS AVE | NEW YORK | NY | 10030 | N/A | PC | New School Facility | $100,000 |
| HARLEM ACADEMY | |||||||
| 655 ST NICHOLAS AVE | NEW YORK | NY | 10030 | N/A | PC | General & Unrestricted | $1,000 |
| HARLEM LACROSSE AND LEADERSHIP CORPORATION | |||||||
| 8 W 126TH ST 3RD FL | NEW YORK | NY | 10027 | N/A | PC | General Program Support | $3,500 |
| HARVARD BUSINESS SCHOOL | |||||||
| PO BOX 412275 | BOSTON | MA | 02241 | N/A | PC | HBS Annual Fund | $10,000 |
| HOSPITAL FOR SPECIAL SURGERY FUND INC | |||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | N/A | PC | HSS General Operating Support | $5,000 |
| IMPACT 100 FAIRFIELD COUNTY | |||||||
| PO BOX 7666 | GREENWICH | CT | 06836 | N/A | PC | Grants program and scholarship fund | $2,500 |
| ISRAEL LACROSSE ASSOCIATION INC | |||||||
| 16 W 22ND ST | NEW YORK | NY | 10010 | N/A | PC | General Program Support | $7,500 |
| JEWISH BOARD OF FAMILY & CHILDRENS SERVICES INC | |||||||
| 135 WEST 50TH ST 6TH FLOOR | NEW YORK | NY | 10020 | N/A | PC | JBFCS General Support | $2,500 |
| JEWISH FAMILY SERVICES OF GREENWICH INC | |||||||
| 67 HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | Supermarketing for Seniors Program | $5,000 |
| JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE | |||||||
| 80 WALL ST | NEW HAVEN | CT | 06511 | N/A | PC | Facilities Renovation | $100,000 |
| JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | Educational Outreach Programs | $10,000 |
| LAKE WARAMAUG TASK FORCE INC | |||||||
| 19 SACKETT HILL RD | WARREN | CT | 06754 | N/A | PC | Lake Waramaug Task Force Annual Fund | $10,000 |
| LARCHMONT TEMPLE INC | |||||||
| 75 LARCHMONT AVE | LARCHMONT | NY | 10538 | N/A | PC | General Program Support | $2,000 |
| LEO BAECK INSTITUTE INC | |||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | N/A | PC | Support of Archives | $1,800 |
| LETS GET READY INC | |||||||
| 82 NASSAU ST 61819 | NEW YORK | NY | 10038 | N/A | PC | Expansion of College Access and Success Program | $100,000 |
| LIBERATION PROGRAMS INC | |||||||
| 339 W AVE | BRIDGEPORT | CT | 06604 | N/A | PC | Grant for General Operating Support | $2,500 |
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | |||||||
| PO BOX 22349 | NEW YORK | NY | 10087 | N/A | PC | Cultural and Educational Programs | $6,000 |
| LYMAN ALLYN ART MUSEUM INC | |||||||
| 625 WILLIAMS ST | NEW LONDON | CT | 06320 | N/A | PC | Lyman Allyn Annual Fund | $1,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| WALL ST PLAZA 88 PINE ST | NEW YORK | NY | 10005 | N/A | PC | General Operating Support | $3,000 |
| MARLBORO SCHOOL OF MUSIC INC | |||||||
| 1528 WALNUT ST STE 301 | PHILADELPHIA | PA | 19102 | N/A | PC | Endowed fund in honor of Philip and Wendy Maneval | $2,500 |
| MARLBORO SCHOOL OF MUSIC INC | |||||||
| 1528 WALNUT ST STE 301 | PHILADELPHIA | PA | 19102 | N/A | PC | New Educational Facility | $30,000 |
| MERRITT PARKWAY CONSERVANCY INC | |||||||
| PO BOX 17072 | STAMFORD | CT | 06907 | N/A | PC | Merritt Parkway Conservation Efforts | $1,000 |
| METROPOLITAN OPERA GUILD INC | |||||||
| 70 LINCOLN CTR PLZ 6TH | NEW YORK | NY | 10023 | N/A | PC | General operating support grant | $25,000 |
| MIANUS RIVER GORGE INC | |||||||
| 167 MIANUS RIVER RD | BEDFORD | NY | 10506 | N/A | PC | Jim Todd Land purchase for conservation | $50,000 |
| MORYS PRESERVATION INC | |||||||
| 306 YORK ST | NEW HAVEN | CT | 06511 | N/A | PC | General Program Support | $1,000 |
| MOUNT SINAI SCHOOL OF MEDICINE OF NEW YORK UNIVERS | |||||||
| ONE GUSTAVE L LEVY PL BOX 1191 | NEW YORK | NY | 10029 | N/A | PC | Grant for Brookdale Department Palliative Care Program | $5,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | Support of MS Research Program | $3,000 |
| NEADS INC | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | PC | Service Dog Training Program | $5,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK W | NEW YORK | NY | 10024 | N/A | PC | NY Historical Society Annual Fund | $1,000 |
| NEW YORK UNIVERSITY GROSSMAN SCHOOL OF MEDICINE | |||||||
| ONE PARK AVE 5TH FL | NEW YORK | NY | 10016 | N/A | PC | Dermatology Department Research | $5,000 |
| OLD ROAD FUND INC | |||||||
| 47 BEECHCROFT RD | GREENWICH | CT | 06830 | N/A | PC | Educational Programs | $5,000 |
| OPERATION HOPE OF FAIRFIELD INC | |||||||
| 636 OLD POST RD | FAIRFIELD | CT | 06824 | N/A | PC | General operating support grant | $3,000 |
| PANCREATIC CANCER ACTION NETWORK INC | |||||||
| 1500 ROSECRANS AVE STE 200 | MANHATTAN BCH | CA | 90266 | N/A | PC | PanCAN Early Detection and Treatment Fund | $5,000 |
| PIERPONT MORGAN LIBRARY | |||||||
| 225 MADISON AVE | NEW YORK | NY | 10016 | N/A | PC | Exhibitions and Educational Programs | $12,500 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | Expansion of Telehealth and Teen Engagement Programs | $50,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | N/A | PC | Shorenstein Center Director's Initiative at Kennedy school | $5,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE - HARVARD | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | N/A | PC | Harvard GSE Annual Fund | $1,000 |
| PROJECT MAIN STREET INC | |||||||
| 244 FIFTH AVE SUITE 2417 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $3,000 |
| PROJECT MUSIC | |||||||
| 1127 HIGH RIDGE ROAD STE 167 | STAMFORD | CT | 06905 | N/A | PC | Support of music program for young students | $2,500 |
| PURCHASE COLLEGE FOUNDATION | |||||||
| 735 ANDERSON HILL RD | PURCHASE | NY | 10577 | N/A | PC | Purchase College Annual Fund | $1,000 |
| PUTNAM-INDIAN FIELD SCHOOL INC | |||||||
| 101 INDIAN FIELD RD | GREENWICH | CT | 06830 | N/A | PC | PIFS Annual Fund | $1,000 |
| READ TO LEAD INC | |||||||
| 123 WILLIAM ST 12TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | Expansion of Social-Emotional Learning Skill Development program | $75,000 |
| READING TEAM INC | |||||||
| 2090 7TH AVE | NEW YORK | NY | 10027 | N/A | PC | Educational Programs | $10,000 |
| ROYAL FAMILY PRODUCTIONS INC | |||||||
| 145 W 46TH ST 3 | NEW YORK | NY | 10036 | N/A | PC | 2022 Production Season Grant | $2,500 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | Childhood Literacy Programs | $3,000 |
| SEEDS OF PEACE INC | |||||||
| PO BOX 70372 | NEWARK | NJ | 07101 | N/A | PC | Educational Programs | $3,000 |
| SHAKESPEARE ON THE SOUND INC | |||||||
| 33 HIGHLAND AVE | ROWAYTON | CT | 06853 | N/A | PC | Educational Programs | $5,000 |
| SHARP AGAIN NATURALLY INC | |||||||
| PO BOX 713 | LARCHMONT | NY | 10538 | N/A | PC | Stay Sharp Small Group Coaching Program | $15,000 |
| SHATTERPROOF A NONPROFIT CORP | |||||||
| 101 MERRITT 7 CORPORATE PARK 1ST FL | NORWALK | CT | 06851 | N/A | PC | Grant to be matched for Stigma Reduction Initiative | $10,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General Operating Support | $1,500 |
| SQUASH HAVEN INC | |||||||
| 78 ASHMUN ST | NEW HAVEN | CT | 06511 | N/A | PC | After-School Education and Enrichment Program | $10,000 |
| STAMFORD CENTER FOR THE ARTS INC | |||||||
| 61 ATLANTIC ST | STAMFORD | CT | 06901 | N/A | PC | Educational Outreach Programs | $7,500 |
| STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS | |||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | N/A | PC | BOLD Fellows Fund for Student Support | $250,000 |
| STERLING & FRANCINE CLARK ART INST | |||||||
| 225 S ST | WILLIAMSTOWN | MA | 01267 | N/A | SO I | Educational and Cultural Programs | $10,000 |
| SUMMER CAMP INC | |||||||
| 8 CHURCH ST | BRIDGTON | ME | 04009 | N/A | PC | Summer program for underserved girls | $5,000 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | N/A | PC | Renovations to ice hockey facilities | $50,000 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | N/A | PC | Annual Fund 2021-2022 | $1,000 |
| TEMPLE SHOLOM INC | |||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | Kol Nidre Fund 2022 | $5,000 |
| TEMPLE SHOLOM INC | |||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | Endowment Fund and Rabbi's Discretionary Fund | $100,000 |
| THAMES VALLEY MUSIC SCHOOL | |||||||
| 270 MOHEGAN AVECONNCOLLE BOX 5294 | NEW LONDON | CT | 06320 | N/A | PC | General Program Support | $3,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $1,000 |
| THE CARNEGIE HALL CORPORATION | |||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | Cultural and Educational Programming | $25,000 |
| THE GREENWICH LAND TRUST INC | |||||||
| 370 ROUND HILL RD | GREENWICH | CT | 06831 | N/A | PC | Greenwich Land Trust Conservation Programs | $5,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | Metropolitan Museum American Wing | $5,000 |
| THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC | |||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | N/A | PC | CureCloud Precision Medicine Research Program | $75,000 |
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN | |||||||
| 445 FIFTH AVE 4TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | Educational and Cultural Programs | $1,000 |
| THE SOUTHAMPTON FRESH AIR HOME | |||||||
| PO BOX 244 | SOUTHAMPTON | NY | 11969 | N/A | PC | General & Unrestricted | $1,000 |
| THE TREVOR PROJECT INC | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | Grant for General Operating Support | $2,500 |
| TRICKLE UP PROGRAM INC | |||||||
| 31 WEST 34TH ST SUITE 7001 | NEW YORK | NY | 10001 | N/A | PC | General Operating Support of Trickle Up | $1,000 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | N/A | PC | Gift to 2022-2023 Annual Fund | $5,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| PO BOX 1523 | NEW YORK | NY | 10008 | N/A | PC | Weinberg Family Cerebal Palsy Center | $3,000 |
| UJA FEDERATION OF GREENWICH | |||||||
| 1 HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | UJA/Federation Annual Appeal | $7,500 |
| WARREN LAND TRUST INC | |||||||
| 50 CEMETERY RD | WARREN | CT | 06754 | N/A | PC | Warren Land Trust Annual Fund | $1,000 |
| WARREN VOLUNTEER FIRE COMPANY INC | |||||||
| 11 SACKETT HILL RD | WARREN | CT | 06754 | N/A | PC | Funds for purchase of new ambulance serving Town of warren | $2,500 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH ST NW STE 500 | WASHINGTON | DC | 20036 | N/A | PC | Research and Education Programs | $10,000 |
| WATERSIDE SCHOOL INC | |||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | Run for Waterside Funding Support | $1,000 |
| WATERSIDE SCHOOL INC | |||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | Grant for Annual Fund support of school operations | $10,000 |
| WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTOR | |||||||
| 101 S INDEPENDENCE MALL E | PHILADELPHIA | PA | 19106 | N/A | PC | Education Programs | $1,000 |
| WESTCHESTER ARC FOUNDATION INC | |||||||
| 265 SAW MILL RIVER RD | HAWTHORNE | NY | 10532 | N/A | PC | Therapeutic arts program | $55,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | Tutorial Endowment | $150,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | Williams College Annual Fund | $1,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General Operating Support | $2,500 |
| YALE CANCER CENTER | |||||||
| PO BOX 7611 | NEW HAVEN | CT | 06519 | N/A | PC | Cancer Research | $10,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Data Science Library | $1,500,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale Lacrosse Association | $10,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Dean Marvin Chun Fund for YC3 to support student mental health program | $50,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale Climate Fellows Program at Jackson Institute, led by paul simons | $100,000 |
| YALE UNIVERSITY ART GALLERY | |||||||
| PO BOX 208271 | NEW HAVEN | CT | 06520 | N/A | PC | YUAG Annual Fund | $5,000 |
| YONKERS PARTNERS IN EDUCATION INC | |||||||
| 92 MAIN ST SUITE 101 | YONKERS | NY | 10701 | N/A | PC | YPIE Scholars program | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,699,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,325 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,581,224 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $206 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,873,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $24,735 | 14 | $309,471 |
| Federal Tax Refund | 01 | $16,628 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $24,941 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,866,203 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,891,144 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER - MARX | PropertyDesc |
| Acquired | 2019-06-01 | AcquiredDt |
| Cost Or Other Basis | $4,737 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,841 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5 | LifeRt |
| Current Year Expense | $947 | CurrentYearExpenseAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| SCHEDULE K-3S | SCHEDULE K-3S | Schedule K-3s: One or more partnerships have provided a schedule K-3 for the tax year in which they have checked one or more of the boxes in part I but not provided sufficient back-up information to allow the foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
| FORMS 926 | Forms 926 | The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $395,681 | $2,416,698 |
| BERKSHIRE HATHAWAY INC DEL CL | $219,968 | $1,406,133 |
| BERKSHIRE HATHAWAY INC. CLASS | $510,677 | $1,235,600 |
| BLACKROCK HIGH YIELD BOND PORT | $1,515,795 | $1,316,755 |
| COHEN & STEERS REAL ESTATE SEC | $3,487,131 | $2,515,928 |
| DOUBLELINE TOTAL RETURN BOND-R | $903,602 | $749,600 |
| EDGEWOOD GROWTH FUND INSTI | $1,365,399 | $994,900 |
| FIDELITY 500 INDEX FUND | $9,532,737 | $15,173,220 |
| INVESCO QQQ TRUST | $3,139,136 | $2,972,750 |
| ISHARES CORE MSCI EMERGING MAR | $3,810,199 | $3,348,810 |
| ISHARES GOLD TR | $783,534 | $835,521 |
| ISHARES MSCI CHINA INDEX FUND | $950,934 | $733,115 |
| ISHARES MSCI INDIA ETF | $659,584 | $706,533 |
| ISHARES MSCI-JAPAN | $2,833,633 | $2,540,497 |
| ISHARES TRUST RUSSELL 1000 VAL | $3,416,318 | $3,584,399 |
| ISHARESLEHMAN 7-10YR | $490,151 | $479,954 |
| JPMORGAN MANAGED INCOME FUND I | $1,237,875 | $1,231,704 |
| MARKET VECTORS - GOLD MINERS E | $1,014,607 | $712,717 |
| MATTHEWS CHINA INST | $881,451 | $659,896 |
| MICROSOFT CORP | $400,938 | $2,398,200 |
| OIL SVC HLDRS TR | $698,108 | $1,021,304 |
| PARNASSUS EQUITY INCOME FUND I | $3,725,653 | $4,436,408 |
| PIMCO COMMODITY PL STRAT INS | $1,219,105 | $1,049,175 |
| PIMCO TOTAL RETURN FUND | $412,969 | $349,722 |
| SCHWAB US TIPS | $1,174,075 | $1,022,283 |
| SELECT SECTOR SPDR-HEALTH CARE | $2,218,958 | $2,950,934 |
| SL GREEN RLTY CORP PFD SER I - | $87,824 | $80,880 |
| T. ROWE PRICE NEW ASIA FUND I | $1,453,011 | $1,182,352 |
| VANGUARD MID-CAP ETF | $1,899,583 | $1,934,157 |
| VANGUARD TOTAL BOND MARKET IND | $4,638,433 | $4,290,684 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 17 WEST ORANGE REALTY CO | $0 | $613,017 |
| 26 EAST REALTY CORPORATION | $0 | $955,500 |
| ARGIN REALTY CO., INC | $0 | $777,312 |
| CLAYTON, DUBILIER & RICE FUND | $1,876,977 | $1,951,614 |
| CRP VIII (CARLYLE) PRVT INV OF | $302,740 | $635,078 |
| DARB REALTY CORPORATION | $0 | $56,011 |
| ELMONT JOINT VENTURE | $8,054 | $12,892 |
| FORT LEE JOINT VENTURE | $5,255 | $5,104 |
| GENERAL ATLANTIC INV PRTNRS SC | $1,189,243 | $1,053,459 |
| ITHACA JOINT VENTURE | $8,608 | $15,166 |
| KESMAR REALTY CO., INC | $0 | $277,336 |
| KINNEY HYBLA JOINT VENTURE | $6,813 | $44,100 |
| KOHLBERG PARTNERS IX, LP | $2,972,151 | $4,538,957 |
| MADISON SYNDICATE | $849 | $2,380 |
| MANASSAS JOINT VENTURE | $6,266 | $22,969 |
| MELCO HYBLA JOINT VENTURE | $8,380 | $31,500 |
| MONTCAN REALTY CO., INC | $0 | $114,667 |
| NEWBURY STREET PARTNERS | $15,340 | $36,462 |
| PETERS LAND SYNDICATE | $15,258 | $28,263 |
| RMWC DIRECT LENDING OPPORTUNIT | $3,371,340 | $3,339,700 |
| SEAFORD JOINT VENTURE | $2,700 | $12,600 |
| SLP VI PRIVATE INVESTORS OFFSH | $1,797,127 | $1,722,330 |
| STATE COLLEGE JOINT VENTURE | $4,374 | $24,898 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER - MARX | CategoryOrItemTxt |
| Cost Or Other Basis | $4,737 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,788 | AccumulatedDepreciationAmt |
| Book Value | $949 | BookValueAmt |
| EOYFMV | $949 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $102,536 | $102,536 | |
| Cell Phone Expense | $5,491 | $5,491 | |
| Computers/Electronic Devices | $3,920 | $3,920 | |
| Digital Subscriptions | $159 | $159 | |
| Foundation Dues & Memberships | $170 | $170 | |
| K-1 Exp ELMONT JOINT VENTURE | $6 | ||
| K-1 Exp KOHLBERG PARTNERS IX, | $36,572 | $9,362 | |
| K-1 Exp RMWC DIRECT LENDING OP | $89,471 | $89,471 | |
| Office Supplies | $163 | $163 | |
| Payroll Processing Fees | $1,951 | $1,951 | |
| Postage/Delivery Service | $866 | $866 | |
| State or Local Filing Fees | $50 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ARLINGTON JOINT VENTURE | -$2,491 | -$2,491 |
| K-1 Inc/Loss BLOOMINGTON SYNDICATE | $1,144 | $1,144 |
| K-1 Inc/Loss ELMONT JOINT VENTURE | $2,547 | $2,547 |
| K-1 Inc/Loss FORT LEE JOINT VENTURE | $797 | $797 |
| K-1 Inc/Loss ITHACA JOINT VENTURE | $1,761 | $1,761 |
| K-1 Inc/Loss KINNEY HYBLA JOINT VENTURE | $6,397 | $6,397 |
| K-1 Inc/Loss KOHLBERG PARTNERS IX, LP | $33,613 | $8,878 |
| K-1 Inc/Loss MADISON SYNDICATE | $464 | $464 |
| K-1 Inc/Loss MANASSAS JOINT VENTURE | $2,327 | $2,327 |
| K-1 Inc/Loss MELCO HYBLA JOINT VENTURE | $701 | $701 |
| K-1 Inc/Loss NEWBURY STREET PARTNERS | $5,625 | $5,625 |
| K-1 Inc/Loss PETERS LAND SYNDICATE | $4,087 | $4,087 |
| K-1 Inc/Loss RMWC DIRECT LENDING OPPORTUNITIES FU | $274,719 | $274,719 |
| K-1 Inc/Loss SEAFORD JOINT VENTURE | $1,800 | $1,800 |
| K-1 Inc/Loss STATE COLLEGE JOINT VENTURE | $715 | $715 |
| Federal Tax Refund | $16,628 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $169,615 | Amt |
| Net Investment Income | $169,615 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $36,800 |
| 990-PF Extension for 2021 | $18,400 |
| 990-T Income Tax for 2021 | $2,014 |
| STATE INCOME TAX 2021 | $1,037 |