LEIBOWITZ-GREENWAY FAM CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEIBOWITZ-GREENWAY FAM CHARITABLE FOUNDATION (EIN 65-6358233)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-02-11
- IRS object ID
- 202500429349100420
- Schema version
- 2023v6.0
- 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
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-11T16:00:58-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Disaster Relief | 3622-EM | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SE 2ND STREET SUITE 1700 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656358233 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leibowitz and Greenway Family Charitable | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL B GOLDSTEIN | InCareOfNm |
| Business Name Control | LEIB | BusinessNameControlTxt |
| Phone | 7186247570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Upland Lane | AddressLine1Txt |
| City | CrotonOnHudson | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE LEIBOWITZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7186247570 | PhoneNum |
| Signature | 2025-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Beatriz Vazquez | PreparerPersonNm |
| PTIN | P01366479 | PTIN |
| Phone | 3053818000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,911,611 | 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 |
| Dividends Rev And Expnss | $295,008 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $295,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,040 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,848,230 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,040 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $317,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $317,048 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $28,962 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,962 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,109 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,459 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,421 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $936,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $936,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $973,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,421 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $936,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$656,023 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $283,627 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35 | CashBOYAmt |
| Cash EOY | $385 | CashEOYAmt |
| Cash EOYFMV | $385 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,068,090 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $818,922 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $818,922 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Other Investments BOY | $8,423,340 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,016,136 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,092,304 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,491,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,835,443 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,911,611 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $20,985 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $20,985 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $20,985 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,985 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $886,710 | CapitalStockBOYAmt |
| Capital Stock EOY | $886,710 | CapitalStockEOYAmt |
| Retained Earning BOY | $8,583,771 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,927,748 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,470,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,814,458 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,491,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,835,443 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,470,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$656,023 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,814,458 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,814,458 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST - ST | 2023-01-01 | 2023-12-31 | $579,555 | $572,856 | $6,699 | $6,699 | |
| NORTHERN TRUST - LT | 2022-01-01 | 2023-12-31 | $3,221,259 | $3,253,334 | -$32,075 | -$32,075 | |
| CAPITAL GAIN DIVIDENDS | $47,416 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,416 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,040 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,942 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,942 | SubtotalAmt |
| Tax Based On Investment Income | $3,942 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $214 | EsPenaltyAmt |
| Tax Due | $4,156 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL B GOLDSTEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3053818000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6361 NO BAY ROAD | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33141 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE LEIBOWITZ | ||||||||
| 23 Upland Lane | CrotonOnHudson | NY | 10520 | TRUSTEE | 10.0 | $0 | $0 | $0 |
| TARA GREENWAY - LEIBOWITZ | ||||||||
| 23 Upland Lane | CrotonOnHudson | NY | 10520 | TRUSTEE | 10.0 | $0 | $0 | $0 |
| 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 | $8,978,949 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $703,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,682,138 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,682,138 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,232 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,536,906 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $476,845 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $476,845 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,942 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,942 | TotalTaxAmt |
| Distributable Before Adj | $472,903 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $472,903 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $472,903 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $936,000 | 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 | $936,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $472,903 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $515,494 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $523,026 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $569,956 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $341,064 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $437,765 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,387,305 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $936,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $472,903 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $463,097 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,850,402 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $515,494 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,334,908 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $523,026 | ExcessFromYear4Amt |
| Excess From Year3 | $569,956 | ExcessFromYear3Amt |
| Excess From Year2 | $341,064 | ExcessFromYear2Amt |
| Excess From Year1 | $437,765 | ExcessFromYear1Amt |
| Excess From Current Year | $463,097 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE LEIBOWITZ | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | ||||||||
| 49 W 45TH STREET | NEW YORK | NY | 10036 | NONE | PC | UNRESTRICTED | $5,000 | |
| THIRTEEN | ||||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED | $5,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER MIAMI | ||||||||
| 550 NW 42ND AVE | MIAMI | FL | 33126 | NONE | PC | UNRESTRICTED | $10,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $10,000 | |
| THE OSBORNE ASSOCIATION | ||||||||
| 809 WESTCHESTER AVENUE | BRONX | NY | 10455 | NONE | PC | UNRESTRICTED | $10,000 | |
| DRANOFF INTERNATIONAL 2 PIANO FOUNDATION | ||||||||
| 3550 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PC | UNRESTRICTED | $2,000 | SUITE 720 |
| DEBRA OF AMERICA INC | ||||||||
| 16 EAST 41ST STREET 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED | $5,000 | |
| WNYC RADIO | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PC | UNRESTRICTED | $5,000 | |
| THE JANE GOODALL INSTITUTE | ||||||||
| 1595 SPRING HILL RD | VIENNA | VA | 22182 | NONE | PC | UNRESTRICTED | $10,000 | SUITE 550 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONA | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | UNRESTRICTED | $5,000 | |
| THEATER RESOURCES UNLIMITED | ||||||||
| 257 W 52ND STREET | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED | $5,000 | |
| GOWANUS CANAL CONSERVANCY | ||||||||
| PO BOX 150-652 | BROOKLYN | NY | 112159997 | NONE | PC | UNRESTRICTED | $5,000 | |
| WATER 1ST INTERNATIONAL | ||||||||
| 1904 3RD AVENUE | SEATTLE | WA | 98101 | NONE | PC | UNRESTRICTED | $10,000 | SUITE 1012 |
| GIRLS INCORPORATED | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | UNRESTRICTED | $10,000 | |
| NYPIRG NEW YORK PUBLIC INTEREST RESEARCH GROUP | ||||||||
| 9 MURRAY STREET 3RD FLOOR | NEW YORK | NY | 100072223 | NONE | PC | UNRESTRICTED | $5,000 | |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESE | ||||||||
| CHURCH STREET STATION PO BOX 780 | NEW YORK | NY | 10008 | NONE | PC | UNRESTRICTED | $5,000 | |
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PC | UNRESTRICTED | $10,000 | |
| FOUNTAIN HOUSE | ||||||||
| 425 W 47TH STREET | NEW YORK | NY | 100362304 | NONE | PC | UNRESTRICTED | $5,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | UNRESTRICTED | $15,000 | |
| ONE SPIRIT LEARNING ALLIANCE | ||||||||
| 330 WEST 38TH STREET SUITE 1500 | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED | $5,000 | |
| PRO MUJER | ||||||||
| 253 W35TH STREET 11TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $5,000 | |
| PROJECT HOPE | ||||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | NONE | PC | UNRESTRICTED | $20,000 | |
| SMART RECOVERY USA | ||||||||
| 7304 MENTOR AVENUE SUITE F | MENTOR | OH | 44060 | NONE | PC | UNRESTRICTED | $10,000 | |
| THE CHILDRENS AID SOCIETY | ||||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | NONE | PC | UNRESTRICTED | $10,000 | |
| COVENANT HOUSE | ||||||||
| TIMES SQUARE STATION | NEW YORK | NY | 10108 | NONE | PC | UNRESTRICTED | $10,000 | PO BOX 731 |
| PREVENT CHILD ABUSE AMERICA | ||||||||
| 228 SOUTH WABASH AVENUE | CHICAGO | IL | 60604 | NONE | PC | UNRESTRICTED | $15,000 | 10TH FLOOR |
| FINCA INTERNATIONAL INC | ||||||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED | $20,000 | |
| COALITION FOR THE HOMELESS | ||||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED | $20,000 | |
| CHILDREN'S DEFENSE FUND | ||||||||
| 25 E STREET NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $10,000 | |
| BROOKLYN BUREAU OF COMMUNITY SERVICE | ||||||||
| 285 SCHERMERHORN STREET | BROOKLYN | NY | 11217 | NONE | PC | UNRESTRICTED | $10,000 | |
| PREVENT CHILD ABUSE NEW YORK | ||||||||
| 33 ELK STREET SUITE 201 | ALBANY | NY | 12207 | NONE | PC | UNRESTRICTED | $15,000 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| 120 WALL STREET 29TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | UNRESTRICTED | $15,000 | |
| PSYCHOTHERAPY AND SPIRITUALITY INSTITUTE | ||||||||
| 74 TRINITY PLACE SUITE 612 | NEW YORK | NY | 10006 | NONE | PC | UNRESTRICTED | $10,000 | |
| THE NAVAJO HEALTH FOUNDATION | ||||||||
| 700 EAST JEFFERSON STREET | PHOENIX | AZ | 85034 | NONE | PC | UNRESTRICTED | $10,000 | SUITE 100 |
| HEIFER INTERNATIONAL | ||||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | NONE | PC | UNRESTRICTED | $5,000 | |
| IRIS - INTEGRATED REFUGEE & IMMIGRANT | ||||||||
| 235 NICOLL ST 2ND FLOOR | NEW HAVEN | CT | 06511 | NONE | PC | UNRESTRICTED | $30,000 | |
| WIKIMEDIA FOUNDATION | ||||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PC | UNRESTRICTED | $2,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED | $10,000 | |
| WOMEN'S CENTER WISCONSIN | ||||||||
| 505 NORTH EAST AVENUE | WAUKESHA | WI | 53186 | NONE | PC | UNRESTRICTED | $15,000 | |
| CHILDREN'S OUTING ASSOCIATION | ||||||||
| 909 E NORTH AVE | MILWAUKEE | WI | 53212 | NONE | PC | UNRESTRICTED | $20,000 | |
| NATIONAL VULVODYNIA ASSOCIATION | ||||||||
| PO BOX 4491 | SILVER SPRING | MD | 20914 | NONE | PC | UNRESTRICTED | $20,000 | |
| MERCY EDUCATION PROJECT | ||||||||
| 1450 HOWARD ST | DETROIT | MI | 48216 | NONE | PC | UNRESTRICTED | $25,000 | |
| AMNESTY INTERNATIONAL USA | ||||||||
| 5 PENN PLAZA 16TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $25,000 | |
| CARE | ||||||||
| PO BOX 7039 | MERRIFIELD | VA | 22116 | NONE | PC | UNRESTRICTED | $25,000 | |
| OXFAM AMERICA | ||||||||
| 226 CAUSEWAY STREET 5TH FLOOR | COST | MA | 02114 | NONE | PC | UNRESTRICTED | $25,000 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | UNRESTRICTED | $50,000 | |
| URBAN DOVE | ||||||||
| 21-21 41ST AVE | LONG ISLAND CITY | NY | 11101 | NONE | PC | UNRESTRICTED | $10,000 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | NONE | PC | UNRESTRICTED | $10,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | UNRESTRICTED | $50,000 | |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||||
| 1175 NE 125TH ST 417 | NORTH MIAMI | FL | 33161 | NONE | PC | UNRESTRICTED | $15,000 | |
| PRISON MINDFULNESS INSTITUTE | ||||||||
| PO Box 206 | South Deerfield | MA | 01373 | NONE | PC | UNRESTRICTED | $10,000 | |
| PHILLIP AND PATRICIA FROST MUSEUM OF SCIENCE | ||||||||
| 1101 Biscayne Blvd | Miami | FL | 33132 | NONE | PC | UNRESTRICTED | $5,000 | |
| THE CENTER FOR VICTIMS OF TORTURE | ||||||||
| Specialty Building 2356 University | St Paul | MN | 55114 | NONE | PC | UNRESTRICTED | $15,000 | 430 |
| WORLD EDUCATION | ||||||||
| 44 Farnsworth St | Boston | MA | 02210 | NONE | PC | UNRESTRICTED | $10,000 | |
| CHOPIN FOUNDATION OF THE UNITED STATES | ||||||||
| 1440 79TH STREET CAUSEWAY SUITE 11 | MIAMI | FL | 33141 | NONE | PC | UNRESTRICTED | $5,000 | |
| THE TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||
| 535 W 116TH | NEW YORK | NY | 10027 | NONE | PC | UNRESTRICTED | $5,000 | |
| FRIENDS COMMITTEE ON NATIONAL LEGISLATION | ||||||||
| 245 SECOND ST NE | WASHINGTON | DC | 20002 | NONE | PC | UNRESTRICTED | $15,000 | |
| WORLD FOOD PROGRAM | ||||||||
| 1725 EYE STREET NW SUITE 510 | WASHINGTON | DC | 20006 | NONE | PC | UNRESTRICTED | $20,000 | |
| CHILDREN IN CRISIS | ||||||||
| 1000 Lukes Way | Fort Walton Beach | FL | 32547 | NONE | PC | UNRESTRICTED | $20,000 | |
| THE ADOPTION EXCHANGE INC | ||||||||
| 1325 S Colorado Blvd Suite B700 | DENVER | CO | 80222 | NONE | PC | UNRESTRICTED | $10,000 | |
| GLOBAL COMMUNITIES | ||||||||
| 8601 Georgia Avenue Suite 300 | Silver Spring | MD | 20910 | NONE | PC | UNRESTRICTED | $20,000 | |
| SHELTERING ARMS CHILDREN AND FAMILY SERVICES | ||||||||
| 25 Broadway 18th Floor | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED | $10,000 | |
| RACE TO ERASE MS | ||||||||
| 1875 Century Park East | LOS ANGELES | CA | 90067 | NONE | PC | UNRESTRICTED | $5,000 | |
| FLORIDA'S CHILDREN FIRST | ||||||||
| 1401 N University Dr Suite 408 | CORAL SPRINGS | FL | 33071 | NONE | PC | UNRESTRICTED | $15,000 | |
| NEW GEORGIA PROJECT | ||||||||
| 830 Glenwood Ave SE | ATLANTA | GA | 30316 | NONE | PC | UNRESTRICTED | $15,000 | Suite 510-221 |
| UNITARIAN UNIVERSALIST SERVICE COMMITTEE | ||||||||
| 689 Massachusetts Avenue | CAMBRIDGE | MA | 02139 | NONE | PC | UNRESTRICTED | $20,000 | |
| NATIONAL ALLIANCE FOR THE MENTALLY ILL | ||||||||
| 4301 Wilson Blvd Suite 300 | Arlington | VA | 22203 | NONE | PC | UNRESTRICTED | $30,000 | |
| PROSPECT PARK ALLIANCE | ||||||||
| 95 Prospect Park West | BROOKLYN | NY | 11215 | NONE | PC | UNRESTRICTED | $5,000 | |
| GIRL SCOUTS OF TROPICAL FLORIDA | ||||||||
| 11347 SW 160th St | MIAMI | FL | 33157 | NONE | PC | UNRESTRICTED | $10,000 | |
| AUTISM SPEAKS | ||||||||
| 1060 State Road - 2nd Floor | Princeton | NJ | 08540 | NONE | PC | UNRESTRICTED | $10,000 | |
| MULTIPLIER | ||||||||
| 548 MARKET STREET | SAN FRANCISCO | CA | 941045401 | NONE | PC | UNRESTRICTED | $5,000 | PMB 81178 |
| DANCES FOR A VARIABLE POPULATION | ||||||||
| 560 Riverside Drive 9K | New York | NY | 10027 | NONE | PC | UNRESTRICTED | $9,000 | |
| THE WOW CENTER | ||||||||
| 11450 SW 79th Street | Miami | FL | 33173 | NONE | PC | UNRESTRICTEED | $8,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $936,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $295,008 | 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,040 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $317,048 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $317,048 | 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
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $8,016,136 | BookValueAmt |
| EOYFMV | $9,092,304 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $28,962 | Amt |
| Net Investment Income | $28,962 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $4,459 | $4,459 |
| FEDERAL TAX PAID | $3,650 |