LILY AUCHINCLOSS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LILY AUCHINCLOSS FOUNDATION INC (EIN 13-3935995)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-02-15
- IRS object ID
- 202220469349100212
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-15T10:36:44-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133935995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LILY AUCHINCLOSS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O FULTON VITTORIA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LILY | BusinessNameControlTxt |
| Phone | 2127379533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER PLAZA 3 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDRA HERZAN | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 2127379533 | PhoneNum |
| Signature | 2022-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALEXANDRA | PersonFirstNm |
| Person Last | HERZAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL VANDELOO | PreparerPersonNm |
| PTIN | P01458923 | PTIN |
| Phone | 6462135100 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $67,125,558 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $927,032 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $927,032 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,296,869 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,017,855 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,296,869 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,308 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,230,209 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,223,901 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $128,252 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $128,252 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $101,701 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $101,701 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,185 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,185 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $368,941 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $305,035 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $63,906 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $110,367 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,326 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $56,041 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $34,588 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $34,588 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $698 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $698 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,786 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $41,786 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $813,518 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $334,361 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $454,157 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,355,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,355,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,168,518 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $334,361 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,809,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$938,309 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,889,540 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,957,867 | CashBOYAmt |
| Cash EOY | $3,223,653 | CashEOYAmt |
| Cash EOYFMV | $3,223,653 | CashEOYFMVAmt |
| US Government Obligations BOY | $6,945,677 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,165,679 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,420,842 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $29,260,497 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,614,827 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,559,750 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,323,814 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,763,854 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,065,212 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,640,288 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,636,143 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,848,521 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,280 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $3,280 | LandBOYAmt |
| Land EOY | $3,280 | LandEOYAmt |
| Land EOYFMV | $3,280 | LandEOYFMVAmt |
| Other Assets BOY | $4,300 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,300 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,300 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $45,135,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,411,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,125,558 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $45,135,723 | CapitalStockBOYAmt |
| Capital Stock EOY | $44,411,736 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,135,723 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,411,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,135,723 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,411,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,135,723 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$938,309 | ExcessRevenueOverExpensesAmt |
| Other Increases | $214,322 | OtherIncreasesAmt |
| Subtotal | $44,411,736 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,411,736 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NB *02809 - AVAILABLE UPON REQUEST | P | $402,138 | $369,017 | $33,121 | $33,121 |
| NB *02809 - AVAILABLE UPON REQUEST | P | $4,273,755 | $4,081,853 | $191,902 | $191,902 |
| NB *33000 - AVAILABLE UPON REQUEST | P | $2,377,454 | $2,052,070 | $325,384 | $325,384 |
| NB *33000 - AVAILABLE UPON REQUEST | P | $8,355,598 | $6,746,600 | $1,608,998 | $1,608,998 |
| NB *02808 - AVAILABLE UPON REQUEST | P | $2,717,900 | $2,697,370 | $20,530 | $20,530 |
| NB *02808 - AVAILABLE UPON REQUEST | P | $2,891,010 | $2,774,076 | $116,934 | $116,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,296,869 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,165 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,165 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,165 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94,363 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $94,363 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $54,198 | OverpaymentAmt |
| Applied To ES Tax | $54,198 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | HTTPS://LILYNYC.ORG/ | WebsiteAddressTxt |
| Individual With Books | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 6462135100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ALEXANDRA HERZAN | |||||||||
| C/O FULTON VITTORIA 1 ROCKEFELLER | PLAZA 3 FL | NEW YORK | NY | 10020 | DIRECTOR, PRES & TREASURER | 0.00 | $0 | $0 | $0 |
| PAUL K HERZAN | |||||||||
| C/O FULTON VITTORIA 1 ROCKEFELLER | PLAZA 3 FL | NEW YORK | NY | 10020 | DIRECTOR, VP & TREASURER | 0.00 | $0 | $0 | $0 |
| LEE AUCHINCLOSS LINK | |||||||||
| C/O FULTON VITTORIA 1 ROCKEFELLER | PLAZA 3 FL | NEW YORK | NY | 10020 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JANET LEVOFF | |||||||||
| C/O FULTON VITTORIA 1 ROCKEFELLER | PLAZA 3 FL | NEW YORK | NY | 10020 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES GARA | |||||||||
| C/O FULTON VITTORIA 1 ROCKEFELLER | PLAZA 3 FL | NEW YORK | NY | 10020 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER BERMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICE FEES | ServiceTypeTxt |
| Compensation | $0 | CompensationAmt |
| 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 | $4,178,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,281,199 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,115,268 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,575,090 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,575,090 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $908,626 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,666,464 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,983,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,983,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,165 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,165 | TotalTaxAmt |
| Distributable Before Adj | $2,943,158 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,943,158 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,943,158 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,809,157 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,809,157 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,809,157 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,943,158 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $90,317 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $297,479 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $274,471 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $249,477 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $136,814 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,048,558 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,809,157 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,943,158 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $865,999 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,914,557 | 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 | $90,317 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,824,240 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $297,479 | ExcessFromYear4Amt |
| Excess From Year3 | $274,471 | ExcessFromYear3Amt |
| Excess From Year2 | $249,477 | ExcessFromYear2Amt |
| Excess From Year1 | $136,814 | ExcessFromYear1Amt |
| Excess From Current Year | $865,999 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (157 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIGURE SKATING | |||||||
| 361 W 125TH STREET FLOOR 4 | NEW YORK | NY | 10027 | NONE | PC | GENERAL PURPOSE | $5,000 |
| HARLEM CHAMBER PLAYERS INC | |||||||
| PO BOX 6259 32-01 VERNON BOULEVARD | LIC | NY | 11106 | NONE | PC | GENERAL PURPOSE | $5,000 |
| NEW FEDERAL THEATRE | |||||||
| 543 W 42ND STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL PURPOSE | $5,000 |
| WASHINGTON SQUARE PARK CONSERVANCY | |||||||
| PO BOX 1624 COOPER STATION | NEW YORK | NY | 10276 | NONE | PC | GENERAL PURPOSE | $5,000 |
| FARM TRAINING COLLECTIVE | |||||||
| 505 EIGTH AVENUE SUITE 2100 | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $5,000 |
| ONE STORY | |||||||
| 232 3RD STREET A108 | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $5,000 |
| URBAN ASSEMBLY | |||||||
| 90 BROAD STREET | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $5,000 |
| LITERACY INC | |||||||
| 5030 BROADWAY SUITE 641 | NEW YORK | NY | 10034 | NONE | PC | GENERAL PURPOSE | $5,000 |
| MAGNOLIA TREE AND EARTH CENTER | |||||||
| 677 LAFAYETTE AVENUE | BROOKLYN | NY | 11216 | NONE | PC | GENERAL PURPOSE | $5,000 |
| AMERICAN ABSTRACT ARTISTS | |||||||
| 594 BROADWAY SUITE 1102 | NEW YORK | NY | 10012 | NONE | PC | GENERAL PURPOSE | $5,000 |
| ORPHEUS CHAMBER ORCHESTRA | |||||||
| 490 RIVERSIDE DRIVE 11TH FL | NEW YORK | NY | 10027 | NONE | PC | GENERAL PURPOSE | $5,000 |
| OPENHOUSENEWYORK | |||||||
| 1133 BROADWAY SUITE 802 | NEW YORK | NY | 10010 | NONE | PC | GENERAL PURPOSE | $10,000 |
| THE INTERFAITH CENTER OF NEW YORK | |||||||
| 475 RIVERSIDE DRIVE 540 | NEW YORK | NY | 10115 | NONE | PC | GENERAL PURPOSE | $10,000 |
| CONCRETE SAFARIS | |||||||
| 158 E 115TH ST 144 | NEW YORK | NY | 10029 | NONE | PC | GENERAL PURPOSE | $10,000 |
| BRONXWORKS | |||||||
| 60 EAST TREMONT AVENUE | BRONX | NY | 10452 | NONE | PC | GENERAL PURPOSE | $10,000 |
| COLAB THEATER GROUP | |||||||
| 266 WEST 37TH STREET | NY | NY | 10018 | NONE | PC | GENERAL PURPOSE | $10,000 |
| BRIDGING EDUCATION AND ART TOGETHER | |||||||
| 44-02 23RD STREET SUITE 301 | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL PURPOSE | $10,000 |
| NEW DRAMATISTS | |||||||
| 424 W 44TH STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL PURPOSE | $10,000 |
| BROOKLYN ARTS EXCHANGE | |||||||
| 421 5TH AVE | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $10,000 |
| BRIDGE FUND OF NEW YORK | |||||||
| 271 MADISON AVENUE SUITE 907 | NEW YORK | NY | 10016 | NONE | PC | GENERAL PURPOSE | $10,000 |
| GINA GIBNEY DANCE INC | |||||||
| 271 MADISON AVENUE SUITE 907 | NY | NY | 10016 | NONE | PC | GENERAL PURPOSE | $10,000 |
| STATEN ISLAND ARTS | |||||||
| PO BOX 50197 | STATEN ISLAND | NY | 10305 | NONE | PC | GENERAL PURPOSE | $10,000 |
| COMMUNITY FOOD ADVOCATES | |||||||
| 110 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $10,000 |
| FREE ARTS NYC | |||||||
| 1431 BROADWAY 7TH FL | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $10,000 |
| NYC H20 | |||||||
| PO BOX 20773 | NEW YORK | NY | 10009 | NONE | PC | GENERAL PURPOSE | $10,000 |
| FLUSHING COUCIL ON CULTURE AND THE ARTS | |||||||
| 13735 NORTHERN BLVD | NEW YORK | NY | 11354 | NONE | PC | GENERAL PURPOSE | $10,000 |
| FIJI THEATER COMPANY INC | |||||||
| 47 GREAT JONES STREET 6 | NEW YORK | NY | 10012 | NONE | PC | GENERAL PURPOSE | $10,000 |
| NEW HEIGHTS YOUTH | |||||||
| 1561 BEDFORD AVE | BROOKLYN | NY | 11225 | NONE | PC | GENERAL PURPOSE | $10,000 |
| DANCING IN THE STREETS | |||||||
| 285 THIRD AVENUE SUITE 301 | BRONX | NY | 10455 | NONE | PC | GENERAL PURPOSE | $10,000 |
| EN FOCO | |||||||
| 15 CANAL PLACE | BRONX | NY | 10451 | NONE | PC | GENERAL PURPOSE | $10,000 |
| PAWS NY | |||||||
| 134 WEST 29TH STREET SUITE 803 | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $10,000 |
| FRIENDS OF ALICE AUSTEN HOUSE | |||||||
| 2 HYLAN BLVD | STATEN ISLAND | NY | 10305 | NONE | PC | GENERAL PURPOSE | $10,000 |
| MISS HALL'S SCHOOL | |||||||
| 492 HOLMES ROAD | PITTSFIELD | MA | 12010 | NONE | PC | GENERAL PURPOSE | $10,000 |
| VAN CORTLANDT PARK ALLIANCE | |||||||
| 80 VAN CORTLANDT PARL S | BRONX | NY | 10463 | NONE | PC | GENERAL PURPOSE | $15,000 |
| MINKWON CENTER FOR COMMUNITY ACTION | |||||||
| 133-29 41ST AVE SUITE 202 | QUEENS | NY | 11355 | NONE | PC | GENERAL PURPOSE | $15,000 |
| YOUTH MINISTRIES FOR PEACE AND JUSTICE | |||||||
| 113 HESTER STREET | NY | NY | 10002 | NONE | PC | GENERAL PURPOSE | $15,000 |
| WEST HARLEM ENVIRONMENTAL ACTION | |||||||
| 488 MADISON AVENUE SUITE 1900 | NY | NY | 10022 | NONE | PC | GENERAL PURPOSE | $15,000 |
| STANLEY M ISAACS CENTER | |||||||
| 415 E 93RD STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL PURPOSE | $15,000 |
| NEW YORK LANDMARKS CONSERVANCY | |||||||
| ONE WHITEHALL STREET 21ST FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $15,000 |
| PRINTED MATTER | |||||||
| 231 11TH AVE | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 |
| PREGONESPRTT | |||||||
| 575 WALTON AVE | BRONX | NY | 10451 | NONE | PC | GENERAL PURPOSE | $15,000 |
| REEL WORKS | |||||||
| 540 PRESIDENT STREET SUITE 2F | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $15,000 |
| PLAYING ON AIR | |||||||
| 106 UNDERHILL ROAD | HILLSDALE | NY | 12529 | NONE | PC | GENERAL PURPOSE | $15,000 |
| PEOPLE'S THEATRE PROJECT | |||||||
| 5030 BROADWAY SUITE 630 | NEW YORK | NY | 10034 | NONE | PC | GENERAL PURPOSE | $15,000 |
| PART OF THE SOLUTION | |||||||
| ONE BRONX RIVER PARKWAY | NY | NY | 10462 | NONE | PC | GENERAL PURPOSE | $15,000 |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | |||||||
| 184 ELDRIDGE STREET | NEW YORK | NY | 10002 | NONE | PC | GENERAL PURPOSE | $15,000 |
| ROCKING THE BOAT | |||||||
| 812 EDGEWATER ROAD | BRONX | NY | 10474 | NONE | PC | GENERAL PURPOSE | $15,000 |
| SMACK MELLON | |||||||
| 92 PLYMOUTH STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $15,000 |
| SOUTH BRONX UNITED | |||||||
| 192 E 151TH ST 5TH FLOOR | BRONX | NY | 10451 | NONE | PC | GENERAL PURPOSE | $15,000 |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT | |||||||
| 1475 PARK AVE | NEW YORK | NY | 10029 | NONE | PC | GENERAL PURPOSE | $15,000 |
| SUGAR HILL CHILDRENS ART MUSEUM | |||||||
| 898 ST NICHOLAS AVE | NEW YORK | NY | 10032 | NONE | PC | GENERAL PURPOSE | $15,000 |
| NEW YORKERS FOR PARKS | |||||||
| 55 BROAD STREET 23RD FL | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $15,000 |
| NEW YORK WOMEN'S FOUNDATION | |||||||
| 39 BROADWAY | NY | NY | 10006 | NONE | PC | GENERAL PURPOSE | $15,000 |
| ROOM TO GROW | |||||||
| 7 W 30TH ST | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 |
| READING PARTNERS | |||||||
| 499 7TH AVENUE 20TH FL NORTH TOWER | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $15,000 |
| ADVOCATES FOR CHILDREN | |||||||
| 151 WEST 30TH STREET 5TH FL | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 |
| EDIBLE SCHOOLYARD | |||||||
| 20 JAY STREET M 9 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $15,000 |
| DANCING CLASSROOMS | |||||||
| 1350 6TH AVE 2ND FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $15,000 |
| ENCORE COMMUNITY SERVICES | |||||||
| 239 WEST 49TH STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $15,000 |
| BRANDWORKERS | |||||||
| 36-11 12TH STREET | LIC | NY | 11106 | NONE | PC | GENERAL PURPOSE | $15,000 |
| ARTBRIDGE PROJECTS | |||||||
| 526 W 26TH 502 | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 |
| COOL CULTURE | |||||||
| 100 PARK AVENUE | NY | NY | 10302 | NONE | PC | GENERAL PURPOSE | $15,000 |
| DIEU DONNE | |||||||
| 63 FLUSHING AVENUE UNIT 112 | BROOKLYN | NY | 11205 | NONE | PC | GENERAL PURPOSE | $15,000 |
| MAKE THE ROAD NEW YORK | |||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | NONE | PC | GENERAL PURPOSE | $15,000 |
| CITY LIMITS | |||||||
| 208 WEST 13TH STREET | NY | NY | 10011 | NONE | PC | GENERAL PURPOSE | $15,000 |
| HOPE PROGRAM | |||||||
| ONE SMITH STREET 4TH FL | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $15,000 |
| CASITA MARIA | |||||||
| 170 CENTRAL PARK WEST | NY | NY | 10024 | NONE | PC | GENERAL PURPOSE | $15,000 |
| CENTER FOR URBAN PEDAGOGY | |||||||
| 232 THIRD STREET D201 | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $15,000 |
| ID STUDIO THEATER PERFORMANCE AND RESEARCH CENTER | |||||||
| 311 E 140TH STREET | BRONX | NY | 10454 | NONE | PC | GENERAL PURPOSE | $15,000 |
| MAKE MUSIC NEW YORK | |||||||
| 419 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $15,000 |
| JACOB RIIS NEIGHBORHOOD SETTLEMENT HOUSE | |||||||
| 1025 41ST AVENUE | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL PURPOSE | $15,000 |
| LONG ISLAND COMMUNITY FOUNDATION | |||||||
| 900 WALT WHITMAN ROAD SUITE 205 | MELVILLE | NY | 11747 | NONE | PC | GENERAL PURPOSE | $15,000 |
| LA MAMA EXPERIMENTAL THEATRE CLUB | |||||||
| 66 EAST 4TH STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $15,000 |
| HOUSING PLUS | |||||||
| 4 WEST 43RD STREET SECOND FL | NEW YORK | NY | 10036 | NONE | PC | GENERAL PURPOSE | $15,000 |
| CENTER FOR FAMILY REPRESENTATION | |||||||
| 40 WORTH STREET SUITE 605 | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $15,000 |
| CYPRESS HILLS LOCAL DEVELOPMENT CORPORATION | |||||||
| 2576 BROADWAY PMB 213 | NY | NY | 10025 | NONE | PC | GENERAL PURPOSE | $20,000 |
| CREATIVE CAPITAL | |||||||
| 28-18 STEINWAY STREET | NY | NY | 11103 | NONE | PC | GENERAL PURPOSE | $20,000 |
| CORRECTIONAL ASSOCIATION | |||||||
| PO BOX 793 | BROOKLYN | NY | 11270 | NONE | PC | GENERAL PURPOSE | $20,000 |
| URBANGLASS | |||||||
| 647 FULTON STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $20,000 |
| PROJECT HOSPITALITY | |||||||
| 100 PARK AVENUE | STATEN ISLAND | NY | 10302 | NONE | PC | GENERAL PURPOSE | $20,000 |
| TRI-STATE TRANSPORTATION CAMPAIGN | |||||||
| 231 W 29TH ST | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $20,000 |
| QUEENS MUSEUM OF ART | |||||||
| FLUSHING MEADOWS CORONA PARK | QUEENS | NY | 11368 | NONE | PC | GENERAL PURPOSE | $20,000 |
| RADIO DIARIES | |||||||
| 20 JAY STREET SUITE 205 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $20,000 |
| COMMUNITY VOICES HEARD | |||||||
| 115 EAST 106TH STREET 3RD FL | NEW YORK | NY | 10029 | NONE | PC | GENERAL PURPOSE | $20,000 |
| URBAN UPBOUND | |||||||
| 38-81 13TH STREET | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL PURPOSE | $20,000 |
| RISEBRO COMMUNITY PARTNERSHIP | |||||||
| 555 BUSHWICK AVE | BROOKLYN | NY | 11206 | NONE | PC | GENERAL PURPOSE | $20,000 |
| UNITED COMMUNITY CENTERS | |||||||
| 613 NEW LOTS AVENUE | BROOKLYN | NY | 11207 | NONE | PC | GENERAL PURPOSE | $20,000 |
| TREES NY | |||||||
| 40 WEST 20TH STREET | NY | NY | 10011 | NONE | PC | GENERAL PURPOSE | $20,000 |
| PROSPECT PARK ALLIANCE | |||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $20,000 |
| SUPPORTIVE HOUSING NETWORK OF NEW YORK | |||||||
| 247 W 37TH ST 18TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $20,000 |
| BROOKLYN PUBLIC LIBRARY | |||||||
| 128 PIERREPONT STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $20,000 |
| BILLIE HOLIDAY THEATER FOR SOCIAL JUSTICE | |||||||
| 1368 FULTON STREET | BROOKLYN | NY | 11216 | NONE | PC | GENERAL PURPOSE | $20,000 |
| LAUNDROMAT PROJECT | |||||||
| 127 WEST 127TH STREET SUITE 324 | NEW YORK | NY | 10027 | NONE | PC | GENERAL PURPOSE | $20,000 |
| MIXTECA ORGANIZATION INC | |||||||
| 245 23RD STREET 2ND FL | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $20,000 |
| MUSEUM OF CHINESE IN AMERICA | |||||||
| 215 CENTRE STREET | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $20,000 |
| YOUTH DESIGN CENTER | |||||||
| 47 BELMOND AVE | BROOKLYN | NY | 11212 | NONE | PC | GENERAL PURPOSE | $20,000 |
| SOCIETY OF THE THIRD STREET MUSIC SCHOOL | |||||||
| 235 EAST 11TH STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $20,000 |
| HARMONY PROGRAM | |||||||
| 1700 BROADWAY 39TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $20,000 |
| GUARDIANS OF FLUSHING BAY | |||||||
| ONE EAST 53RD STREET | NY | NY | 10022 | NONE | PC | GENERAL PURPOSE | $20,000 |
| ARAB-AMERICAN FAMILY SUPPORT CENTER | |||||||
| 150 COURT STREET 3 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $20,000 |
| EARTH MATTER NY | |||||||
| 758 ENRIGHT RD | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $20,000 |
| BROOKLYN COMMUNITY HOUSING AND SERVICES | |||||||
| 25 CHAPEL STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $20,000 |
| GROUNDSWELL | |||||||
| 90 PARK AVE | NEW YORK | NY | 10016 | NONE | PC | GENERAL PURPOSE | $20,000 |
| GOWANUS CANAL CONSERVANCY | |||||||
| 520 8TH AVE | NY | NY | 10018 | NONE | PC | GENERAL PURPOSE | $20,000 |
| GIRLS EDUCATIONAL AND MENTORING SERVICES | |||||||
| 201 W 148TH STREET | NEW YORK | NY | 10039 | NONE | PC | GENERAL PURPOSE | $20,000 |
| FUND FOR THE CITY OF NEW YORK | |||||||
| 121 6TH AVENUE 6TH FL | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $20,000 |
| WEEKSVILLE HERITAGE CENTER | |||||||
| 158 BUFFALO AVE | BROOKLYN | NY | 11213 | NONE | PC | GENERAL PURPOSE | $20,000 |
| FORT GREENE PARK CONSERVANCY | |||||||
| 85 S OXFORD ST | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $20,000 |
| WAVE HILL | |||||||
| 4900 INDEPENDENCE AVE | BRONX | NY | 10471 | NONE | PC | GENERAL PURPOSE | $20,000 |
| ROCKAWAY INITIATIVE FOR SUSTAINABILITY AND EQUITY | |||||||
| 58-03 ROCKAWAY BEACH BLVD | FAR ROCKAWAY | NY | 11692 | NONE | PC | GENERAL PURPOSE | $20,000 |
| OPENING ACT | |||||||
| PO BOX 25613 | BROOKLYN | NY | 11202 | NONE | PC | GENERAL PURPOSE | $20,000 |
| ROCKAWAY YOUTH TASK FORCE | |||||||
| 280 BROADWAY | NY | NY | 10003 | NONE | PC | GENERAL PURPOSE | $20,000 |
| STUDIO IN A SCHOOL | |||||||
| 410 WEST 59TH STREET | NEW YORK | NY | 10019 | NONE | NY | GENERAL PURPOSE | $25,000 |
| BROOKLYN HISTORICAL SOCIETY | |||||||
| 128 PIERREPONT STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $25,000 |
| SUNNYSIDE COMMUNITY SERVICES | |||||||
| 43-31 39TH STREET | QUEENS | NY | 11104 | NONE | PC | GENERAL PURPOSE | $25,000 |
| BOWERY RESIDENTS COMMITTEE | |||||||
| 131 W 25TH ST | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $25,000 |
| BRONX MUSEUM OF THE ARTS | |||||||
| 1040 GRAND CONCOURSE | BRONX | NY | 10456 | NONE | PC | GENERAL PURPOSE | $25,000 |
| WEST SIDE CAMPAIGN AGAINST HUNGER | |||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL PURPOSE | $25,000 |
| WHEDCO (WOMEN'S HOUSING AND ECONOMIC DVL) | |||||||
| 50 EAST 168TH STREET | BRONX | NY | 10452 | NONE | PC | GENERAL PURPOSE | $25,000 |
| ARCHITECTURAL LEAGUE OF NEW YORK | |||||||
| 594 BROADWAY SUITE 607 | NEW YORK | NY | 10012 | NONE | PC | GENERAL PURPOSE | $25,000 |
| WOMEN'S PRISON ASSOCIATION | |||||||
| 110 2ND AVENUE | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $25,000 |
| WOMENS PRISON ASSOCIATION | |||||||
| 110 2ND AVENUE | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $25,000 |
| BRONX RIVER ALLIANCE | |||||||
| 85 SOUTH OXFORD STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $25,000 |
| MERCY CENTER | |||||||
| 30 THIRD AVENUE | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $25,000 |
| REGIONAL PLAN ASSOCIATION | |||||||
| 475 RIVERSIDE DRIVE | NY | NY | 10115 | NONE | PC | GENERAL PURPOSE | $25,000 |
| CAMPAIGN AGAINST HUNGER | |||||||
| 2010 FULTON STREET | BROOKLYN | NY | 11233 | NONE | PC | GENERAL PURPOSE | $25,000 |
| NATURAL RESOURCES DEFENSE COUNCIL (NRDC) | |||||||
| 40 WEST 20TH STREET 11TH FL | NEW YORK | NY | 10011 | NONE | PC | GENERAL PURPOSE | $25,000 |
| HOT BREAD KITCHEN | |||||||
| 630 FLUSHING AVE | BROOKLYN | NY | 11206 | NONE | PC | GENERAL PUROSE | $25,000 |
| HOLY APOSTLES SOUP KITCHEN | |||||||
| 296 9TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $25,000 |
| NEW YORK HARBOR FOUNDATION | |||||||
| 280 1ST AVE | NY | NY | 10009 | NONE | PC | GENERAL PURPOSE | $25,000 |
| NEW YORK IMMIGRATION COALITION | |||||||
| 131 W 33RD 610 | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $25,000 |
| GROWNYC | |||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | NONE | PC | GENERAL PURPOSE | $25,000 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | GENERAL PURPOSE | $25,000 |
| EAST SIDE HOUSE SETTLEMENT | |||||||
| 337 ALEXANDER AVE | BRONX | NY | 10454 | NONE | PC | GENERAL PURPOSE | $25,000 |
| DREAMYARD | |||||||
| ONE METROTECH CENTER NORTH | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $25,000 |
| ST JOHN'S BREAD AND LIFE | |||||||
| 795 LEXINGTON AVE | BROOKLYN | NY | 11221 | NONE | PC | GENERAL PURPOSE | $25,000 |
| QUEENS BOTANICAL GARDEN | |||||||
| 43 MAIN STREET | QUEENS | NY | 11355 | NONE | PC | GENERAL PURPOSE | $25,000 |
| YOUTH REPRESENT | |||||||
| 1384 STRATFORD AVENUE | BRONX | NY | 10472 | NONE | PC | GENERAL PURPOSE | $25,000 |
| SNUG HARBOR CULTURAL CENTER & BOTANICAL GARDEN | |||||||
| PO BOX 20773 | NY | NY | 10009 | NONE | PC | GENERAL PURPOSE | $25,000 |
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | NONE | PC | GENERAL PURPOSE | $25,000 |
| CITY LORE | |||||||
| 5030 BROADWAY | NY | NY | 10034 | NONE | PC | GENERAL PURPOSE | $25,000 |
| SANCTUARY FOR FAMILIES | |||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | NONE | PC | GENERAL PURPOSE | $25,000 |
| RESCUING LEFTOVER CUISINE | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $25,000 |
| CITIZENS COMMITTEE FOR CHILDREN OF NY | |||||||
| 14 WALL STREET 4E | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $25,000 |
| SAFE HORIZON | |||||||
| 613 NEW LOTS AVENUE | NY | NY | 11207 | NONE | PC | GENERAL PURPOSE | $25,000 |
| CENTER FOR ALTERNATIVE SENTENCING AND EMPLOYMENT SERVICES CASES | |||||||
| 151 LAWRENCE STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $25,000 |
| NORTH STAR FUND | |||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $30,000 |
| RED HOOK INITIATIVE | |||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | NONE | PC | GENERAL PURPOSE | $30,000 |
| TRANSPORTATION ALTERNATIVES | |||||||
| 111 JOHN STREET SUITE 260 | NEW YORK | NY | 10038 | NONE | PC | GENERAL PURPOSE | $50,000 |
| BROADWAY CARES EQUITY FIGHTS AIDS | |||||||
| 165 WEST 46TH STREET SUITE 1300 | NEW YORK | NY | 10036 | NONE | PC | GENERAL PURPOSE | $50,000 |
| UNITED STATES ARTISTS | |||||||
| 200 WEST MADISON ST FLOOR 3 | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSE | $50,000 |
| WE STAY NOS QUEDAMOS | |||||||
| 754 MELROSE AVE | BRONX | NY | 10451 | NONE | PC | GENERAL PURPOSE | $75,000 |
| COOPER HEWITT SMITHSONIAN DESIGN MUSEUM | |||||||
| 2 E 91ST STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL PURPOSE | $75,000 |
| CITY PARKS FOUNDATION | |||||||
| 830 FIFTH AVENUE | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $75,000 |
| RIVERKEEPER | |||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | NONE | PC | GENERAL PURPOSE | $100,000 |
| FOUNTAIN HOUSE | |||||||
| 45 WADSWORTH AVENUE | NY | NY | 10033 | NONE | PC | GENERAL PURPOSE | $100,000 |
| NEW YORK COMMUNITY TRUST | |||||||
| 909 3RD AVENUE | NEW YORK | NY | 10022 | NONE | PC | GENERAL PURPOSE | $225,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,355,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $927,032 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,308 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,296,869 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,230,209 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,230,209 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $27,185 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,185 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NEUBERGER BERMAN *02808 | BondNm |
| EOY Book Value | $2,763,854 | EOYBookValueAmt |
| EOYFMV | $3,065,212 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEUBERGER BERMAN *33000 | $24,864,675 | $44,950,181 |
| INT'L FLAVORS & FRAGRANCES | $404,783 | $1,197,240 |
| NEUBERGER BERMAN *02809 | $4,345,369 | $5,412,329 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,165,679 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,420,842 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEUBERGER BERMAN *33000 | AT COST | $2,260,288 | $2,472,666 |
| NY POOLED PRI FUND | AT COST | $375,855 | $375,855 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL SECURITY | Desc |
| BOY Book Value | $4,300 | BOYBookValueAmt |
| EOY Book Value | $4,300 | EOYBookValueAmt |
| EOYFMV | $4,300 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MESSENGER AND POSTAGE | $146 | $0 | $146 |
| COMPUTER SERVICES/CABLE | $4,584 | $0 | $4,584 |
| INSURANCE | $15,836 | $0 | $15,836 |
| OFFICE SUPPLIES / EQUIPMENT | $993 | $0 | $993 |
| UTILITIES | $589 | $0 | $589 |
| ADVERTISING | $108 | $0 | $108 |
| MISCELLANEOUS | $16,965 | $0 | $16,965 |
| PAYROLL PROCESSING FEES | $1,434 | $0 | $1,434 |
| TELEPHONE | $1,034 | $0 | $1,034 |
| GIFTS | $97 | $0 | $97 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NEW YORK POOLED PRI FUND LLC | $6,250 | $0 | $6,250 |
| AMEX | $58 | $0 | $58 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES / PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $214,322 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT SERVICES FEES NB *33000 | $311,839 | $265,063 | $46,776 |
| INVESTMENT SERVICES FEES NB *02809 | $19,401 | $16,491 | $2,910 |
| INVESTMENT SERVICES FEES NB *02808 | $27,625 | $23,481 | $4,144 |
| PROFESSIONAL FEES | $10,076 | $0 | $10,076 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID - NB 33000 | $27,911 | $27,911 | $0 |
| PAYROLL TAXES | $56,041 | $0 | $56,041 |
| FOREIGN TAXES PAID - NB 02809 | $1,415 | $1,415 | $0 |
| 2019 FEDERAL EXTENSION PAYMENT | $25,000 | $0 | $0 |