WILLIAM & MARY GREVE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM & MARY GREVE FOUNDATION INC (EIN 13-6020724)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-25
- IRS object ID
- 202222379349100102
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-25T08:01:38-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131610809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAGLE ROCK AVENUE SUITE 200 | AddressLine1Txt |
| City | EAST HANOVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136020724 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM AND MARY GREVE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 9178811659 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 490 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06058 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY C M KISER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123077850 | PhoneNum |
| Signature | 2022-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANTHONY | PersonFirstNm |
| Person Last | M KISER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH AVERY | PreparerPersonNm |
| PTIN | P01470673 | PTIN |
| Phone | 9739293500 | PhoneNum |
| Preparation | 2022-08-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,806,956 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24,357 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,357 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $139,818 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,818 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,298,494 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,273,686 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,298,494 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$17,086 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $547 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,445,583 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,463,216 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $197,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $98,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $98,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $182,684 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $91,342 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $91,342 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $170,235 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $85,118 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $85,117 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $82,346 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,587 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $61,759 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,140 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,855 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,285 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $296,514 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $184,482 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $112,032 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,058 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,675 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $7,338 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $144,499 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $72,250 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $72,249 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,220 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,220 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,578 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,170 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,408 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,248,949 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $614,689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $578,912 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,835,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,835,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,083,949 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $614,689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,413,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $361,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,848,527 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $338,097 | CashBOYAmt |
| Cash EOY | $333,610 | CashEOYAmt |
| Cash EOYFMV | $333,610 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,287,189 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,029,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,029,544 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $132,321 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,577 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,319 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,319 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $18,075,590 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,530,765 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,530,765 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,576,349 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,714,800 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,714,800 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $298,307 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $137,043 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $169,347 | LandBOYAmt |
| Land EOY | $161,264 | LandEOYAmt |
| Land EOYFMV | $161,264 | LandEOYFMVAmt |
| Other Assets BOY | $35,865 | OtherAssetsBOYAmt |
| Other Assets EOY | $29,654 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $29,654 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,621,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,806,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,806,956 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $69,171 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $63,214 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $159,084 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $194,237 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $228,255 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $257,451 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $25,393,080 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $26,549,505 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,393,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,549,505 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,621,335 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,806,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,393,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $361,634 | ExcessRevenueOverExpensesAmt |
| Other Increases | $806,416 | OtherIncreasesAmt |
| Subtotal | $26,561,130 | SubtotalAmt |
| Other Decreases | $11,625 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,549,505 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| US TRUST SELECT EQUITY | 2021-01-01 | 2021-12-31 | $528,364 | $437,812 | $90,552 | $90,552 | |
| US TRUST SELECT EQUITY | 2020-01-01 | 2021-12-31 | $2,433,753 | $1,427,751 | $1,006,002 | $1,006,002 | |
| SEG PARTNERS L.P. | 2021-01-01 | 2021-12-31 | $201,859 | -$201,859 | -$201,859 | P | |
| SEG PARTNERS L.P. | 2020-01-01 | 2021-12-31 | $425,552 | $425,552 | $425,552 | P | |
| AG REALTY FUND VIII LP | 2021-01-01 | 2021-12-31 | $840 | -$840 | -$840 | P | |
| AG REALTY FUND VIII LP | 2020-01-01 | 2021-12-31 | $6,867 | -$6,867 | -$6,867 | P | |
| SOLARIS MUTUAL | 2020-01-01 | 2021-12-31 | $3,500,000 | $900,063 | $2,599,937 | $2,599,937 | P |
| AKRE FOCUS FUND | 2020-01-01 | 2021-12-31 | $133,417 | $133,417 | $133,417 | P | |
| BRUCKMAN, ROSSER, SHERRILL & CO | 2020-01-01 | 2021-12-31 | $252,600 | $252,600 | $252,600 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,298,494 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,495 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53,495 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53,495 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,141 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $46,359 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $67,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,005 | OverpaymentAmt |
| Applied To ES Tax | $14,005 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY C M KISER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9178811659 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 490 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06058 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN W KISER III | ||||||||
| 210 POPHAMS FORD RD | SPERRYVILLE | VA | 22740 | CHAIRMAN, DIRECTOR | 30.00 | $75,000 | $15,000 | $0 |
| ANTHONY CM KISER | ||||||||
| PO BOX 490 | NORFOLK | CT | 06058 | PRESIDENT, DIRECTOR | 30.00 | $122,000 | $24,400 | $0 |
| JENNIFER FRANKLIN | ||||||||
| C/O STB 425 LEXINGTON AVE | NEW YORK | NY | 10017 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JAMES MOTT CLARK JR | ||||||||
| PO BOX 490 | NORFOLK | CT | 06058 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA ROSENBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PO BOX 490 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06058 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ADMINISTRA | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $174,364 | CompensationAmt |
| Employee Benefits | $34,873 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| SELECT EQUITY GROUP | ||||||
| 380 LAFAYETTE STREET SIXTH FL | NEW YORK | NY | 10003 | INVESTMENT MANAGEMENT | $125,070 | |
| SIMPSON THACHER & BARTLETT LLP | ||||||
| 425 LEXINGTON AVENUE | NEW YORK | NY | 10017 | LEGAL SERVICES | $72,896 | |
| FRIEDMAN LLP | ||||||
| ONE LIBERTY PLAZA 1654 BROADWAY | NEW YORK | NY | 10006 | ACCOUNTING | $53,140 | 21ST FLOOR |
| TAMAR MILLER | ||||||
| 41 WINSLOW STREET | CAMBRIDGE | MA | 02138 | CONSULTING | $52,500 | |
| 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 | $22,142,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,034,717 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,177,579 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,177,579 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $392,664 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,784,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,289,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,289,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,495 | TotalTaxAmt |
| Distributable Before Adj | $1,235,751 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,235,751 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,235,751 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,413,912 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,413,912 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,235,751 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $995,197 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $979,171 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $958,665 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $529,940 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $739,955 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,202,928 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,413,912 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,235,751 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,178,161 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,381,089 | 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 | $995,197 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,385,892 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $979,171 | ExcessFromYear4Amt |
| Excess From Year3 | $958,665 | ExcessFromYear3Amt |
| Excess From Year2 | $529,940 | ExcessFromYear2Amt |
| Excess From Year1 | $739,955 | ExcessFromYear1Amt |
| Excess From Current Year | $2,178,161 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN AGORA FOUNDATION | |||||||
| 33 IRVING PLACE | NEW YORK | NY | 10003 | NONE | PC | IN SUPPORT OF LAPHAM'S QUARTERLY. | $25,000 |
| ARTISTS STRIVING TO END POVERTY INC | |||||||
| 300 WEST 55 STREET APT 17P | NEW YORK | NY | 10019 | NONE | PC | TO SUPPORT THE COST OF STUDENTS TO TRAVEL TO SOUTH AFRICA TO WORK WITH CHILDREN LIVING WITH OR ORPHANED BECAUSE OF HIV. | $20,000 |
| BENNINGTON COLLEGE CORPORATION | |||||||
| ONE COLLEGE DRIVE | BENNINGTON | VT | 05201 | NONE | PC | IN SUPPORT OF COLLEGE-IN-PRISON PROGRAM. | $25,000 |
| BILLION OYSTER PROJECT | |||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT. | $40,000 |
| BNY MELLON CHARITABLE GIFT FUND | |||||||
| 75 ANSON STREET | CHARLESTON | SC | 29401 | NONE | PC | GENERAL SUPPORT - THE THEODORA PARK FUND. | $15,000 |
| BROOKLYN INSTITUTE OF ARTS AND SCIENCES | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | NONE | PC | FOR GENERAL OPERATING SUPPORT OF THE BROOKLYN MUSEUM. | $25,000 |
| CASTLETON COMMUNITY VOLUNTEER FIRE COMPANY | |||||||
| 593 CASTLETON VIEW ROAD | CASTLETON | VA | 22716 | NONE | PC | FOR SUPPORT IN PROCURING AN ULTRA HIGH PRESSURE FOAMING DEVICE FOR EXISTING FIRE TRUCK. | $50,000 |
| CECF INTERNATIONAL INC | |||||||
| 9051 RED BRANCH ROAD SUITE N | COLUMBIA | MD | 21045 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 |
| CENTER FOR RELIGION AND DIPLOMACY INC | |||||||
| 1003 K STREET NW SUITE 400 | WASHINGTON | DC | 20001 | NONE | PC | FOR POLICY BASED RESEARCH PROJECTS. | $50,000 |
| CHILD CARE AND LEARNING CENTER | |||||||
| PO BOX 520 | WASHINGTON | VA | 22747 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $30,000 |
| CHURCH OF CHRIST CONGREGATIONAL | |||||||
| 12 VILLAGE GREEN | NORFOLK | CT | 06058 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $20,000 |
| CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK INC | |||||||
| 14 WALL STREET SUITE 4E | NEW YORK | NY | 10005 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $15,000 |
| COALITION FOR SOUND GROWTH OF NORFOLK INC | |||||||
| PO BOX 376 | NORFOLK | CT | 06058 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 |
| COMMUNITY ACCESS TO THE ARTS INC | |||||||
| 40 RAILROAD STREET SUITE 6 | GREAT BARRINGTON | MA | 01230 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 |
| COMMUNITY OF ST EGIDIO USA INC | |||||||
| 380 LENOX AVENUE 6H | NEW YORK | NY | 10027 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $46,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 104132 | DURHAM | NC | 27708 | NONE | PC | IN SUPPORT OF NURSING SCHOLARSHIP FUND. | $10,000 |
| FAITH AND CULTURE CENTER | |||||||
| 2505 BROOME STREET | NASHVILLE | TN | 37135 | NONE | PC | IN SUPPORT OF THE "OUR MUSLIM NEIGHBOR" PROJECT AND GENERAL SUPPORT. | $60,000 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. | $30,000 |
| FILMMAKERS COLLABORATIVE INC | |||||||
| 6 EASTMAN PLACE SUITE 202 | MELROSE | MA | 02176 | NONE | PC | IN SUPPORT OF SMARTYPANTS PRODUCTIONS. | $20,000 |
| FUND FOR THE CITY OF NEW YORK | |||||||
| 121 SIXTH AVE 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | IN SUPPORT OF ORGANIZING NYC SUBWAY AND BUS RIDERS INTO A POLITICAL CONSTITUENCY THAT CAN HOLD ELECTED OFFICIALS ACCOUNTABLE FOR INVESTING IN THE FUTURE OF MASS TRANSIT. | $25,000 |
| FUND FOR THE CITY OF NEW YORK | |||||||
| 121 SIXTH AVE 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | IN SUPPORT OF 1 ON 1 PROJECT GENERAL OPERATING EXPENSES. | $62,000 |
| GREAT MOUNTAIN FOREST CORPORATION | |||||||
| 200 CANAAN MOUNTAIN ROAD | FALLS VILLAGE | CT | 06031 | NONE | POF | FOR GENERAL OPERATING SUPPORT. | $25,000 |
| GUILD HALL OF EAST HAMPTON INC | |||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | IN SUPPORT OF EXHIBIT CALLED " 90 YEARS OF COLLECTING". | $6,000 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 | PAONIA | CO | 81428 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $15,000 |
| HOUSING PLUS SOLUTIONS INC | |||||||
| 4 WEST 43RD STREET SECOND FLOOR | NEW YORK | NY | 10036 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $20,000 |
| INTERNEWS INTERACTIVE INC | |||||||
| 666 POST STREET 301 | SAN FRANCISCO | CA | 94109 | NONE | PC | IN SUPPORT OF THE BUDGET FOR THE GOLZIHER PRIZE. | $40,000 |
| ISLAMIC SOCIETY OF NORTH AMERICA INC | |||||||
| PO BOX 38 | PLAINFIELD | IN | 46168 | NONE | PC | IN SUPPORT OF AFGHAN REFUGEES. | $60,000 |
| ISLAND HOUSING TRUST | |||||||
| PO BOX 851 | MOUNT DESERT | ME | 04660 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $50,000 |
| KID PAN ALLEY | |||||||
| PO BOX 38 | WASHINGTON | VA | 22747 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $20,000 |
| LITTLE GUILD OF ST FRANCIS FOR THE WELFARE OF ANIMALS INC | |||||||
| 285 SHARON GOSHEN TURNPIKE | WEST CORNWALL | CT | 06796 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $10,000 |
| MARINE CORPS SCHOLARSHIP FOUNDATION INC | |||||||
| 909 N WASHINGTON ST SUITE 400 | ALEXANDRIA | VA | 22314 | NONE | PC | IN SUPPORT OF ESSAY CONTEST. | $27,000 |
| MUSLIM EDUCATION RESOURCE COUNSEL | |||||||
| 12300 PINECREST ROAD | RESTON | VA | 20191 | NONE | PC | FOR AL FATIH ACADEMY. | $15,000 |
| NATURE CONSERVANCY | |||||||
| 32 SOUTH EWING STREET | HELENA | MT | 59601 | NONE | PC | FOR NATURE CONSERVATORY OF MONTANA. | $50,000 |
| NEO PHILANTHROPY INC | |||||||
| 45 WEST 36TH STREET 6FL | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT. | $25,000 |
| NORFOLK BOTANICAL GARDENS FOUNDATION | |||||||
| 6700 AZALEA GARDEN ROAD | NORFOLK | VA | 23518 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $50,000 |
| NORFOLK COMMUNITY ASSOCIATION INC | |||||||
| PO BOX 358 | NORFOLK | CT | 06058 | NONE | PC | FOR NORFOLK MONUMENT RESTORATION PROJECT | $25,000 |
| NORFOLK FOUNDATION INC | |||||||
| PO BOX 333 | NORFOLK | CT | 06058 | NONE | POF | FOR ACQUISITION AND RESTORATION OF ARCANUM HISTORICAL BUILDING. | $1,000,000 |
| NORFOLK VOLUNTEER FIRE DEPARTMENT INC | |||||||
| 20 SHEPARD ROAD | NORFOLK | CT | 06058 | NONE | GOV | FOR GENERAL OPERATING SUPPORT. | $10,000 |
| OTHER CONTRIBUTIONS | |||||||
| PO BOX 490 | NORFOLK | CT | 06058 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $49,900 |
| RAPPAHANNOCK HISTORICAL SOCIETY INC | |||||||
| 328 GAY STREET PO BOX 261 | WASHINGTON | VA | 22747 | NONE | PC | IN SUPPORT OF PRESERVATION OF RAPPAHANNOCK COUNTY'S HERITAGE. | $15,000 |
| RAPPU INC | |||||||
| PO BOX 35 | SPERRYVILLE | VA | 22747 | NONE | PC | FOR RAPP CENTER FOR EDUCATION. | $40,000 |
| SAINT DAVID'S SCHOOL | |||||||
| 12 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PC | IN SUPPORT OF INDEPENDENT SUMMER ENRICHMENT PROGRAM FOR LOW-INCOME STUDENTS. | $15,000 |
| SCAN-HARBOR INC | |||||||
| 345 EAST 102ND ST | NEW YORK | NY | 10029 | NONE | PC | IN SUPPORT OF A VIOLENCE PREVENTION PROGRAM FOR HIGH RISK CHILDREN AND FAMILIES IN EAST HARLEM AND SOUTH BRONX. | $5,000 |
| SCENIC HUDSON INC | |||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | NONE | PC | IN SUPPORT OF GENERAL OPERATIONS AIMED AT PROTECTING THE HUDSON RIVER VALLEY AND INCREASING PUBLIC ACCESS TO THE HUDSON RIVER. | $25,000 |
| SECOND STAGE THEATRE | |||||||
| 1501 BROADWAY SUITE 518 | NEW YORK | NY | 10036 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $100,000 |
| SECOND STAGE THEATRE | |||||||
| 1501 BROADWAY SUITE 518 | NEW YORK | NY | 10036 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $81,600 |
| SPERRYVILLE COMMUNITY FOUNDATION | |||||||
| 60 MOUNTAIN HIGH FARM LANE | SPERRYVILLE | VA | 22740 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $15,000 |
| TAKE THE FIELD INC | |||||||
| PO BOX 490 | NORFOLK | CT | 06058 | NONE | PF | IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. | $25,000 |
| TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING | |||||||
| 55 BROAD STREET 17TH FL | NEW YORK | NY | 10004 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| THE COMMON GOOD INSTITUTE INC | |||||||
| PO BOX 8536 | NEW YORK | NY | 10150 | NONE | PC | IN SUPPORT OF LEGAL REFORM IN VARIOUS GOVERNMENT ADMINISTRATIVE, POLITICAL, ECONOMIC AND SOCIAL SCIENCE FIELDS. | $50,000 |
| THE VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | |||||||
| 200 N BOULEVARD | RICHMOND | VA | 23220 | NONE | PC | IN SUPPORT OF "VMFA ON THE ROAD" PROJECT. | $20,000 |
| THE WRITING REVOLUTION INC | |||||||
| 22 CORTLANDT STREET 33RD FLOOR | NEW YORK | NY | 10007 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 |
| TOWN OF NORFOLK | |||||||
| 19 MAPLE AVENUE | NORFOLK | CT | 06058 | NONE | GOV | TO SUPPORT THE PURCHASE OF A VAN. | $5,000 |
| TOWN OF NORFOLK | |||||||
| 19 MAPLE AVENUE | NORFOLK | CT | 06058 | NONE | GOV | IN SUPPORT OF NEW DOCK. | $10,000 |
| URBAN ASSEMBLY INC | |||||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10128 | NONE | PC | IN SUPPORT OF A NETWORK OF NYC PUBLIC SCHOOLS MANAGED BY URBAN ASSEMBLY TO PROVIDE GUIDANCE ON COLLEGE ADMISSIONS AND CAREER COUNSELING. | $100,000 |
| WILDERNESS SOCIETY | |||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $50,000 |
| WOODBERRY FOREST SCHOOL | |||||||
| ONE WALKER DRIVE | WOODBERRY FOREST | VA | 22989 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $7,500 |
| YALE UNIVERSITY | |||||||
| 2 WHITNEY AVENUE SUITE 400 | NEW HAVEN | CT | 06520 | NONE | PC | FOR NORFOLK CHAMBER MUSIC. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,835,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELLE MEADE EDUCATIONAL RESOURCES CENTER | |||||||
| 2 BELLE MEADE LANE | SPERRYVILLE | VA | 22740 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $20,000 |
| CHURCH OF CHRIST CONGREGATIONAL | |||||||
| 12 VILLAGE GREEN | NORFOLK | CT | 06058 | NONE | PC | FOR POVERTY PROGRAM. | $20,000 |
| COALITION FOR SOUND GROWTH OF NORFOLK INC | |||||||
| PO BOX 376 | NORFOLK | CT | 06058 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $75,000 |
| DUKE UNIVERSITY | |||||||
| BOX 104132 | DURHAM | NC | 27708 | NONE | PC | IN SUPPORT OF NURSING SCHOLARSHIP FUND. | $25,000 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. | $30,000 |
| FOUNDATION FOR NORFOLK LIVING | |||||||
| PO BOX 2 | NORFOLK | CT | 06058 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $50,000 |
| GREAT MOUNTAIN FOREST CORPORATION | |||||||
| 200 CANAAN MOUNTAIN ROAD | FALLS VILLAGE | CT | 06031 | NONE | POF | FOR GENERAL OPERATING SUPPORT. | $35,000 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 | PAONIA | CO | 81428 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 |
| ISLAMIC SOCIETY OF NORTH AMERICA INC | |||||||
| PO BOX 38 | PLAINFIELD | IN | 46168 | NONE | PC | IN SUPPORT OF AFGHAN REFUGEES. | $40,000 |
| JACOB'S PILLOW DANCE FESTIVAL INC | |||||||
| 358 GEORGE CARTER ROAD | BECKET | MA | 01223 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $10,000 |
| KID PAN ALLEY | |||||||
| PO BOX 38 | WASHINGTON | VA | 22747 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $40,000 |
| MARINE CORPS SCHOLARSHIP FOUNDATION INC | |||||||
| 909 N WASHINGTON ST SUITE 400 | ALEXANDRIA | VA | 22314 | NONE | PC | IN SUPPORT OF ESSAY CONTEST | $53,000 |
| NATURE CONSERVANCY | |||||||
| 32 SOUTH EWING STREET | HELENA | MT | 59601 | NONE | PC | FOR NATURE CONSERVANCY OF MONTANA. | $50,000 |
| NEO PHILANTHROPY INC | |||||||
| 45 WEST 36TH STREET 6FL | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT. | $50,000 |
| NORFOLK BOTANICAL GARDENS FOUNDATION | |||||||
| 6700 AZALEA GARDEN ROAD | NORFOLK | VA | 23518 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $50,000 |
| NORFOLK FOUNDATION INC | |||||||
| PO BOX 333 | NORFOLK | CT | 06058 | NONE | POF | FOR ACQUISITION AND RESTORATION OF ARCANUM HISTORICAL BUILDING. | $550,000 |
| QUINCY INSTITUTE FOR RESPONSIBLE STATECRAFT | |||||||
| 116 EAST 16TH STREET 8F | NEW YORK | NY | 10003 | NONE | PC | IN SUPPORT OF THE CONGRESSIONAL STAFF EDUCATIONAL PROJECT | $150,000 |
| SAINT DAVID'S SCHOOL | |||||||
| 12 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PC | IN SUPPORT OF INDEPENDENT SUMMER ENRICHMENT PROGRAM FOR LOW-INCOME STUDENTS. | $15,000 |
| SCENIC HUDSON INC | |||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | NONE | PC | IN SUPPORT OF GENERAL OPERATIONS AIMED AT PROTECTING THE HUDSON RIVER VALLEY AND INCREASING PUBLIC ACCESS TO THE HUDSON RIVER. | $100,000 |
| SHARING SACRED SPACES INCORPORATED | |||||||
| 43 VALLEY DRIVE | GREENWICH | CT | 06831 | NONE | PC | GENERAL SUPPORT. | $10,000 |
| TAKE THE FIELD INC | |||||||
| PO BOX 490 | NORFOLK | CT | 06058 | NONE | PF | IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. | $25,000 |
| THE BROOKLYN INSTITUTE OF ARTS AND SCIENCES | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | NONE | PC | FOR GENERAL OPERATING SUPPORT OF THE BROOKLYN MUSEUM. | $50,000 |
| THE FAUQUIER FREE CLINIC INC | |||||||
| PO BOX 3138 | WARRENTON | VA | 20188 | NONE | PC | TO SUPPORT THE PROVISION OF MEDICAL, MENTAL AND DENTAL CARE TO NEEDY INDIVIDUALS IN THE COMMUNITY. | $10,000 |
| THE LITTLE GUILD | |||||||
| 285 SHARON GOSHEN TURNPIKE | WEST CORNELL | CT | 06796 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 |
| THE WRITING REVOLUTION INC | |||||||
| 22 CORTLANDT STREET 33RD FLOOR | NEW YORK | NY | 10007 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 |
| URBAN ASSEMBLY INC | |||||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10128 | NONE | PC | IN SUPPORT OF A NETWORK OF NYC PUBLIC SCHOOLS MANAGED BY URBAN ASSEMBLY TO PROVIDE GENERAL SUPPORT. | $100,000 |
| WAKEFIELD COUNTRY DAY SCHOOL INC | |||||||
| PO BOX 739 | FLINT HILL | VA | 22627 | NONE | PC | TO SUPPORT TUITION ASSISTANCE TO DESERVING STUDENTS. | $25,000 |
| WILDERNESS SOCIETY | |||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $50,000 |
| WOODBERRY FOREST SCHOOL | |||||||
| ONE WALKER DRIVE | WOODBERRY FOREST | VA | 22989 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 |
| YALE UNIVERSITY | |||||||
| 2 WHITNEY AVENUE SUITE 400 | NEW HAVEN | CT | 06520 | NONE | PC | IN SUPPORT OF RENOVATING THE STUDIO FACILITY FOR ITS ART SUMMER SCHOOL PROGRAM. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,858,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,357 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,818 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $547 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,167 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,298,494 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| AG REALTY FUND VIII LP | 900099 | -$697 |
| AG REALTY FUND VIII LP | 900099 | -$13,769 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$17,633 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,463,216 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,445,583 | 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 | AUDITING & TAX | CategoryTxt |
| Amt | $53,140 | Amt |
| Net Investment Income | $39,855 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,285 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (61 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| OFFICE FURNISHINGS & EQUIPMENT | 2005-07-01 | $27,406 | $27,406 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2006-07-01 | $10,218 | $10,218 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2007-07-01 | $16,746 | $16,746 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2011-07-01 | $1,093 | $1,093 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2012-07-01 | $11,153 | $11,153 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2013-01-01 | $5,385 | $5,385 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2014-12-31 | $9,523 | $9,523 | SL | 5.000000000000 | $0 | $0 | |
| ARTWORK | 1994-07-01 | $2,000 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1997-07-01 | $20,000 | NC | $0 | $0 | 0.000000000000 | ||
| FULLY DEPRECIATED ASSETS TO TIE TO BOOKS | 1998-07-01 | $4,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1999-07-01 | $7,800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1999-07-01 | $7,298 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1999-07-01 | $2,000 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $4,900 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $2,300 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $4,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $1,775 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $1,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1997-07-01 | $2,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $4,675 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2002-07-01 | $1,353 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2005-07-01 | $5,900 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2005-07-01 | $1,203 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2005-07-01 | $1,204 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $2,579 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $1,100 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $2,960 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $3,150 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $1,980 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $1,992 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $2,110 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,172 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $510 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $3,960 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,600 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $950 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $2,700 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $985 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $3,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $310 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2008-07-01 | $2,083 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2008-07-01 | $936 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2009-07-01 | $1,300 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2011-07-01 | $1,169 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2011-07-01 | $2,751 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2012-07-01 | $1,080 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2012-07-01 | $2,430 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2013-07-01 | $5,095 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2013-07-01 | $827 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2014-07-01 | $2,200 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2014-07-01 | $950 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2015-07-01 | $2,048 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,750 | NC | $0 | $0 | 0.000000000000 | ||
| OFFICE FURNISHINGS & EQUIPMENT | 2017-07-20 | $47,954 | $32,769 | SL | 5.000000000000 | $9,591 | $0 | |
| FURNITURE AND FIXTURES | 2018-07-01 | $13,746 | $6,873 | SL | 5.000000000000 | $2,749 | $0 | |
| ARTWORK | 2018-07-01 | $8,547 | NC | $0 | $0 | 0.000000000000 | ||
| COMPUTER EQUIPMENT | 2020-07-01 | $9,759 | $1,202 | SL | 5.000000000000 | $1,952 | $0 | |
| COMPUTER EQUIPMENT | 2021-07-01 | $2,092 | SL | 5.000000000000 | $383 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| TAKE THE FIELD INC | ||||||||||
| PO BOX 490 | NORFOLK | CT | 06058 | 2021-09-08 | $25,000 | IN SUPPORT OF THE CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. | $25,000 | 7/12/21 | 2022-08-31 | THIS IS AN ANNUAL GRANT TO FUND FIELD MAINTENANCE COSTS. THE GRANT REQUIRES AN EXPENDITURE REPORT TO BE SUBMITTED WITHIN 60 DAYS OF THE YEAR-END, JUNE 30, 2022. |
| GREAT MOUNTAIN FOREST CORPORATION | ||||||||||
| 200 CANAAN MOUNTAIN ROAD | FALLS VILLAGE | CT | 06031 | 2021-02-01 | $25,000 | IN SUPPORT OF INTERN PROGRAM AND GENERAL SUPPORT. | $51,130 | 11/11/21 | 2021-11-11 | THE GRANT COVERS 50% OF COSTS INCURRED FOR THE 2021 SUMMER INTERN PROGRAM: INTERN SALARIES, $19,371, GMF STAFF SALARIES, $29,877, EQUIPMENT AND SUPPLIES $1,882. THE INTERNS PARTICIPATED IN FOREST MANAGMENT, EQUIPMENT MAINTENANCE AND REPAIR, PRODUCTION OF MAPLE SYRUP, WILDLIFE MONITORING AND IDENTIFICATION, AND HIKING TRAIL MAINTENANCE. |
| NORFOLK FOUNDATION INC | ||||||||||
| PO BOX 333 | NORFOLK | CT | 06058 | 2021-07-22 | $1,000,000 | FOR ACQUISITION AND RESTORATION OF ARCANUM HISTORICAL BUILDING. | $985,429 | 06/30/22 | 2022-06-30 | NORFOLK FOUNDATION EXPENDED $985,429 TO FUND THE PURCHASE OF THE HISTORIC ARCANUM BUILDING. THE REMAINING BALANCE OF THE GRANT ($14,571) IS BEING USED TO FUND INITIAL MAINTENANCE AND REPAIR EXPENSES THROUGH JUNE 30, 2022. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VIII, SECTION 1 | FormAndLineReferenceDesc |
| Medium Explanation | INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUDATION MANAGERS, HIGHLY PAID EMPLOYEES, AND CONTRACTORS.MS. FRANKLIN IS AN EMPLOYEE OF SIMPSON THACHER & BARTLETT LLP WHICH IS COMPENSATED AS LEGAL COUSEL TO THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST SELECT EQUITIES LP | $6,117,307 | $6,117,307 |
| US TRUST SOLARIS FUNDS | $12,413,458 | $12,413,458 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEG PARTNERS OFFSHORE LTD. | FMV | $2,315,394 | $2,315,394 |
| LEEDS EQUITY PARTNERS IV LP | FMV | $1,673 | $1,673 |
| BRUCKMAN, ROSSER, SHERRILL & CO II LP | FMV | $1,818 | $1,818 |
| AG REALTY FUND VIII LP | FMV | $395,915 | $395,915 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (61 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNISHINGS & EQUIPMENT | $27,406 | $27,406 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $10,218 | $10,218 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $16,746 | $16,746 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $1,093 | $1,093 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $11,153 | $11,153 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $5,385 | $5,385 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $9,523 | $9,523 | $0 |
| ARTWORK | $2,000 | $0 | $2,000 |
| ARTWORK | $20,000 | $0 | $20,000 |
| FULLY DEPRECIATED ASSETS TO TIE TO BOOKS | $4,500 | $0 | $4,500 |
| ARTWORK | $7,800 | $0 | $7,800 |
| ARTWORK | $7,298 | $0 | $7,298 |
| ARTWORK | $2,000 | $0 | $2,000 |
| ARTWORK | $4,900 | $0 | $4,900 |
| ARTWORK | $800 | $0 | $800 |
| ARTWORK | $2,300 | $0 | $2,300 |
| ARTWORK | $4,500 | $0 | $4,500 |
| ARTWORK | $1,775 | $0 | $1,775 |
| ARTWORK | $1,500 | $0 | $1,500 |
| ARTWORK | $2,500 | $0 | $2,500 |
| ARTWORK | $4,675 | $0 | $4,675 |
| ARTWORK | $1,353 | $0 | $1,353 |
| ARTWORK | $5,900 | $0 | $5,900 |
| ARTWORK | $1,203 | $0 | $1,203 |
| ARTWORK | $1,204 | $0 | $1,204 |
| ARTWORK | $2,579 | $0 | $2,579 |
| ARTWORK | $1,100 | $0 | $1,100 |
| ARTWORK | $2,960 | $0 | $2,960 |
| ARTWORK | $3,150 | $0 | $3,150 |
| ARTWORK | $1,980 | $0 | $1,980 |
| ARTWORK | $1,992 | $0 | $1,992 |
| ARTWORK | $800 | $0 | $800 |
| ARTWORK | $2,110 | $0 | $2,110 |
| ARTWORK | $1,172 | $0 | $1,172 |
| ARTWORK | $510 | $0 | $510 |
| ARTWORK | $3,960 | $0 | $3,960 |
| ARTWORK | $1,600 | $0 | $1,600 |
| ARTWORK | $950 | $0 | $950 |
| ARTWORK | $2,700 | $0 | $2,700 |
| ARTWORK | $985 | $0 | $985 |
| ARTWORK | $3,500 | $0 | $3,500 |
| ARTWORK | $310 | $0 | $310 |
| ARTWORK | $1,500 | $0 | $1,500 |
| ARTWORK | $2,083 | $0 | $2,083 |
| ARTWORK | $936 | $0 | $936 |
| ARTWORK | $1,300 | $0 | $1,300 |
| ARTWORK | $1,169 | $0 | $1,169 |
| ARTWORK | $2,751 | $0 | $2,751 |
| ARTWORK | $1,080 | $0 | $1,080 |
| ARTWORK | $2,430 | $0 | $2,430 |
| ARTWORK | $5,095 | $0 | $5,095 |
| ARTWORK | $827 | $0 | $827 |
| ARTWORK | $2,200 | $0 | $2,200 |
| ARTWORK | $950 | $0 | $950 |
| ARTWORK | $2,048 | $0 | $2,048 |
| ARTWORK | $1,750 | $0 | $1,750 |
| OFFICE FURNISHINGS & EQUIPMENT | $47,954 | $42,360 | $5,594 |
| FURNITURE AND FIXTURES | $13,746 | $9,622 | $4,124 |
| ARTWORK | $8,547 | $0 | $8,547 |
| COMPUTER EQUIPMENT | $9,759 | $3,154 | $6,605 |
| COMPUTER EQUIPMENT | $2,092 | $383 | $1,709 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $82,346 | LegalFeesAmt |
| Net Investment Income | $20,587 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61,759 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $29,654 | $29,654 | $29,654 |
| PREPAID TAXES | $6,211 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX | Desc |
| Amt | $11,625 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $805 | $0 | $805 |
| NYS CHARITIES BUREAU FILING FEES | $750 | $0 | $750 |
| EXPENSES PAID ON BEHALF OF GRANTEES | $5,651 | $0 | $5,651 |
| REIMBURSABLE CONSULTING EXPENSES | $64 | $16 | $48 |
| INSURANCE | $10,174 | $5,087 | $5,087 |
| OFFICE OPERATING EXPENSES | $20,134 | $10,067 | $10,067 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AG REALTY FUND VIII LP | $820 | $820 | $820 |
| SEG PARTNERS LP | -$767 | -$767 | -$767 |
| US TRUST CO - 0319 | $494 | $494 | $494 |
| AG REALTY FUND VIII LP | -$3,167 | $0 | -$3,167 |
| AG REALTY FUND VIII LP | -$697 | -$697 | |
| AG REALTY FUND VIII LP | -$13,769 | -$13,769 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED GAIN | $793,808 |
| REPORTING TIMING DIFFERENCE BOOK VERSUS TAX | $12,608 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX | $159,084 | $170,709 |
| TAXES PAYABLE | $0 | $23,528 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $119,795 | $7,763 | $112,032 |
| CUSTODY & REPORTING FEES | $14,862 | $14,862 | $0 |
| INVESTMENT MANAGEMENT | $161,857 | $161,857 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $47 | $47 | $0 |
| EXCISE TAX ON INVESTMENT INCOME | $48,011 | $0 | $0 |