JOSIAH MACY JR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOSIAH MACY JR FOUNDATION (EIN 13-5596895)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-12
- IRS object ID
- 202241329349102944
- 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
- Depreciation 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 | 2022-05-12T13:49:25-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135596895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSIAH MACY JR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSI | BusinessNameControlTxt |
| Phone | 2124862424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 EAST 64TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY J HUMPHREY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124862424 | PhoneNum |
| Signature | 2022-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOLLY | PersonFirstNm |
| Person Last | HUMPHREY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL WALLACE | PreparerPersonNm |
| PTIN | P00881958 | PTIN |
| Phone | 2126972299 | PhoneNum |
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 | 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 | $158,631,080 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,626,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,626,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,158,342 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,546,439 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,158,342 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,190,812 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,044,720 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,975,206 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,829,114 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,389,377 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,071 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,388,816 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $588,068 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,170 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $581,894 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $332,252 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,964 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $312,396 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $35,619 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $35,419 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $118,305 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,746 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $100,559 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,316,549 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,120,854 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $188,073 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $220,493 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,113 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $189,298 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $331,517 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $19,674 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $21,241 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $200,489 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $214,757 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,420,156 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,001,455 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $408,806 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,972,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,218,373 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,441,259 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,975,793 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,989,758 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,948,292 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,218,373 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,431,017 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$973,086 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,610,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $448,958 | CashBOYAmt |
| Cash EOY | $911,239 | CashEOYAmt |
| Cash EOYFMV | $911,239 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $125,784 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $136,691 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $136,691 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $122,082,310 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $152,550,448 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $152,550,448 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,267,072 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,176,888 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,393,762 | LandBOYAmt |
| Land EOY | $4,090,184 | LandEOYAmt |
| Land EOYFMV | $4,090,184 | LandEOYFMVAmt |
| Other Assets BOY | $1,214,323 | OtherAssetsBOYAmt |
| Other Assets EOY | $942,518 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $942,518 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $128,265,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,631,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $158,631,080 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $80,377 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $264,404 | AccountsPayableEOYAmt |
| Grants Payable BOY | $617,809 | GrantsPayableBOYAmt |
| Grants Payable EOY | $634,559 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $844,862 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,508,236 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,543,048 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,407,199 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $126,722,089 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $156,223,881 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $126,722,089 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $156,223,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $128,265,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $158,631,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $126,722,089 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$973,086 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,905,682 | OtherIncreasesAmt |
| Subtotal | $156,654,685 | SubtotalAmt |
| Other Decreases | $430,804 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $156,223,881 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| GURTIN | P | $1,022 | $1,022 | $1,022 | |
| BLACKROCK | P | $8,020,412 | $217,058 | $217,058 | $7,803,354 |
| DODGE AND COX | P | $1,100,751 | $243,189 | $243,189 | $857,562 |
| SELECT EQUITY | P | $2,531,587 | $829,656 | $829,656 | $1,701,931 |
| OTHER INVESTMENTS | P | $2,990,703 | $1,965,453 | $1,965,453 | $1,025,250 |
| REALIZED GAINS PASSED THROUGH FROM INVESTMENT IN LP'S | P | $1,901,964 | $1,901,964 | $1,901,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,158,342 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $77,989 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $77,989 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $77,989 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $117,867 | 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 | $117,867 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39,878 | OverpaymentAmt |
| Applied To ES Tax | $39,878 | 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 | WWW.MACYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124862424 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 EAST 64TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|
| HOLLY J HUMPHREY MD | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | PRESIDENT | 40.00 | $800,411 | $129,587 | $0 |
| PETER GOODWIN | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | COO-TREASURER | 40.00 | $588,966 | $47,950 | $0 |
| WILLIAM H WRIGHT II | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | CHAIRMAN | 0.50 | $0 | $0 | $0 |
| DAVID BLUMENTHAL | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| GEORGE CAMPBELL JR PHD | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| FRANCISCO G CIGARROA MD | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LINDA CRONENWETT PHD RN FAAN | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LINDA P FRIED MD MPH | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| TERRY FULMER PHD RN FAAN | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MEREDITH B JENKINS | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HOWARD K KOH MD MPH | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| VALERIE MONTGOMERY RICE MD | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| STEVEN M SAFYER MD | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARY WAKEFIELD PHD RN FAAN | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| GREGORY H WARNER | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KAREN BUTLER | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | ASSISTANT TREASURER | 40.00 | $146,482 | $67,985 | $0 |
| STEPHEN C SCHOENBAUM | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | SPECIAL ADVISOR TO T | 16.00 | $173,935 | $0 | $0 |
| YASMINE LEGENDRE | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | PROGRAM ASSOCIATE | 40.00 | $114,134 | $52,459 | $0 |
| KAREN COURT | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | EXECUTIVE ASSISTANT | 40.00 | $92,674 | $32,564 | $0 |
| DANA LEVINSON | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | PROGRAM ASSISTANT | 40.00 | $60,773 | $1,777 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALL CAPITAL PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MARITIME PLAZA SUITE 500 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $715,634 | 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 | $135,979,208 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $595,649 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $136,574,857 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $136,574,857 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,048,623 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $134,526,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,726,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,726,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77,989 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $77,989 | TotalTaxAmt |
| Distributable Before Adj | $6,648,323 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $42,565 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,690,888 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,690,888 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,431,017 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $27,938 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $6,458,955 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,458,955 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,690,888 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,565,910 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,390,110 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,834,891 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,614,267 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $7,405,178 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,458,955 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,458,955 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $231,933 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $231,933 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,173,245 | 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 | $1,333,977 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,839,268 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,390,110 | ExcessFromYear4Amt |
| Excess From Year3 | $1,834,891 | ExcessFromYear3Amt |
| Excess From Year2 | $2,614,267 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOLLY J HUMPHREY MD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 EAST 64TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2124862424 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS MUST BE COMPLETED AND SUBMITTED ONLINE AT WWW.MACYFOUNDATION.ORG. ALL APPLICATIONS START WITH A LETTER OF INQUIRY WHICH CONTAINS: -NAMES AND QUALIFICATIONS OF THOSE WHO WOULD CARRY OUT THE PROJECT -BRIEF DESCRIPTION OF THE PROJECT GOALS AND DESIGN, AND HOW IT FITS WITHIN YOUR ORGANIZATION -ESTIMATED PROJECT BUDGET LETTERS OF INQUIRY ARE EVALUATED ON THESE KEY DIMENSIONS: -RELEVANCE TO OUR PRIORITIES; -IMPORTANCE AND ORIGINALITY. -SIGNIFICANCE AND GENERALIZABILITY; AND SUSTAINABILITY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE JOSIAH MACY JR. FOUNDATION IS A PRIVATE FOUNDATION WHICH PROVIDES GRANTS TO COLLEGES, UNIVERSITIES, AND OTHER PROFESSIONAL ASSOCIATIONS. THE FOUNDATION'S GRANTS HAVE SUPPORTED PROJECTS THAT BROADEN AND IMPROVE HEALTH PROFESSIONAL EDUCATION. CURRENTLY, IT IS TOTALLY DEVOTED TO IMPROVING HEALTH BY ADVANCING THE EDUCATION AND TRAINING OF HEALTH PROFESSIONALS, AND IT IS THE ONLY NATIONAL FOUNDATION SOLELY DEDICATED TO THIS MISSION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABIM FOUNDATION | ||||||||
| 510 WALNUT STREET SUITE 1700 | PHILADELPHIA | PA | 19106 | NO INDIVIDUAL | PC | TO SUPPORT A PROJECT ENTITLED, BUILDING TRUST AND EQUITY IN INTER-PROFESSIONAL INTERNAL MEDICINE TRAINING. | $200,000 | |
| CENTRAL MICHIGAN UNIVERSITY | ||||||||
| 251 FOUST HALL | MT PLEASANT | MI | 488590001 | NO INDIVIDUAL | PC | TO SUPPORT A PROJECT ENTITLED, TOWARDS IMPROVING HEALTHCARE FOR PEOPLE WITH DISABILITIES: INCREASING EDUCATION AND TRAINING FOR WITH DISABILITIES: INCREASING EDUCATION AND TRAINING FOR HEALTHCARE STUDENTS WITH REGARD TO PATIENTS WITH DISABILITIES. | $42,925 | |
| DREXEL UNIVERSITY | ||||||||
| 2900 QUEEN LANE | PHILADELPHIA | PA | 19129 | NO INDIVIDUAL | PC | TO SUPPORT A PROJECT ENTITLED, AN ANTIRACISM CURRICULUM TO PROMOTE DIVERSITY, EQUITY, AND INCLUSION IN HEALTHCARE EDUCATION: AN ONLINE MODULE AN ONLINE MODULE WITH WORKSHOPS FOR LEARNERS, FACULTY AND STAFF. | $150,000 | |
| ICHAN SCOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1255 | NEW YORK | NY | 10029 | NO INDIVIDUAL | PC | TO SUPPORT A PROJECT ENTITLED, AN ANTI-RACIST FUTURE: TRANSFORMATIONAL CHANGE IN MEDICAL EDUCATION. | $188,773 | |
| MEDICAL COLLEGE OF WISCONSIN | ||||||||
| 8700 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | NO INDIVIDUAL | PC | TO SUPPORT A PROJECT ENTITLED, FORMING A CONSORTIUM TO ASSESS, PREPARE AND SUPPORT THE TRANSITION-TO- INTERNSHIP. | $80,383 | |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | ||||||||
| 29 FAIR ST 1724 | CARMEL | NY | 10512 | NO INDIVIDUAL | PC | TO SUPPORT A PROJECT ENTITLED, COVID COLLABORATIVE VACCINE UPTAKE TRACKING STUDY. | $50,000 | |
| THOMAS JEFFERSON UNIVERSITY | ||||||||
| 125 S 9TH STREET SUITE 600 | PHILADELPHIA | PA | 19107 | NO INDIVIDUAL | PC | TO SUPPORT A PROJECT ENTITLED, LEARNING TO PRACTICE COLLABORATIVELY FOR THE BENEFIT OF PATIENTS WITH COMPLEX CARE NEEDS. | $115,398 | |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| 550 16TH STREET BOX 0106 | SAN FRANCISCO | CA | 94143 | NO INDIVIDUAL | PC | TO SUPPORT A PROJECT ENTITLED, A SCORECARD FOR CLINICAL LEARNING ENVIRONMENTS TO PROMOTE CONTINUOUS IMPROVEMENT. EDUCATION. | $150,000 | |
| UNIVERSITY OF TEXAS | ||||||||
| 7000 FANNIN 12TH FLOOR | HOUSTON | TX | 77030 | NO INDIVIDUAL | PC | TO SUPPORT A PROJECT TITLED, THE PROMOTING DIVERSITY, GROUP INCLUSION, AND EQUITY (PRODIGIE) STUDY IN MEDICAL EDUCATION. | $100,000 | |
| ABIM FOUNDATION | ||||||||
| 510 WALNUT STREET SUITE 1700 | PHILADELPHIA | PA | 19106 | NO INDIVIDUAL | PC | THIS AWARD IS TO SUPPORT THE BUILDING TRUST THROUGH DIVERSITY, HEALTH CARE EQUITY, AND INCLUSION IN INTERNAL MEDICINE TRAINING. | $25,000 | |
| ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION | ||||||||
| 401 N MICHIGAN AVENUE SUITE 1850 | CHICAGO | IL | 60611 | NO INDIVIDUAL | PC | TO SUPPORT HE 2020 JOINT ACCREDITATION LEADERSHIP SUMMIT, THE TRANSFORMATIVE VALUE OF IPCE: OVERCOMING CHALLENGES TOGETHER | $8,000 | |
| ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION | ||||||||
| 401 N MICHIGAN AVENUE SUITE 1850 | CHICAGO | IL | 60611 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK WITH THE COUNCIL ON MEDICAL SPECIALTY SOCIETIES TO SUPPORT THE EQUITY MATTERS JOINT INITIATIVE. | $25,000 | |
| AMERICAN ACADEMY OF OTOLARYNGOLOGY-HEAD AND NECK SURGERY FOUNDATION | ||||||||
| 1650 DIAGNOL RD | ALEXANDRIA | VA | 223142857 | NO INDIVIDUAL | PC | TO SUPPORT THE PRODUCTION OF A 10-PART VIDEO SERIES, IMPLICIT BIAS DIVERSITY TRAINING FOR PHYSICIANS. | $25,000 | |
| AMERICAN ACADEMY OF PEDIATRICS | ||||||||
| 345 PARK BLVD | ITASCA | IL | 60007 | NO INDIVIDUAL | PC | THIS AWARD IS SUPPORT AN EXPANDED EVALUATION PLAN FOR WOMENS WELLNESS THROUGH EQUITY AND LEADERSHIP 2.0 PROGRAM. | $25,000 | |
| COSTS OF CARE | ||||||||
| 1501 RED RIVER ST HEALTH LEARNING | AUSTIN | TX | 78712 | NO INDIVIDUAL | PC | THIS AWARD IS TO SUPPORT STARS UNITE (STUDENTS AND TRAINEES ADVOCATING FOR RESOURCE STEWARDSHIP UTILIZING NURSING AND INTERPROFESSIONAL TEAM EXPERTISE) FOR VALUE PROGRAM. | $25,000 | BUILDING ROOM 2323 |
| CUNY GRADUATE SCHOOL OF PUBLIC HEALTH AND HEALTH POLICY FOUNDATION INC | ||||||||
| 55 W 125TH ST 7TH FLOOR | NEW YORK | NY | 10027 | NO INDIVIDUAL | PC | TO SUPPORT THE STUDENT RESILIENCY FUND PROGRAM FOR STUDENTS FROM ECONOMICALLY DISADVANTAGED HOUSEHOLDS PURSUING CAREERS IN PUBLIC HEALTH. | $25,000 | |
| INTERPROFESSIONAL EDUCATION COLLABOARATIVE | ||||||||
| 1400 CRYSTAL DRIVE SUITE 300 | ARLINGTON | VA | 22202 | NO INDIVIDUAL | PC | THIS AWARD IS TO SUPPORT LEVERAGING THE IPEC COMPETENCY FRAMEWORK TO TRANSFORM HEALTH PROFESSIONS EDUCATION. | $30,481 | |
| JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 1830 E MONUMENT ST SUITE 6-100 | BALTIMORE | MD | 21287 | NO INDIVIDUAL | PC | TO SUPPORT AN ANTI-RACISM CURRICULUM ENTITLED, A HUMANITIES-BASED APPROACH TO ANTI-RACISM FOR MEDICAL TRAINEES: TRAINING THE TRAINERS. | $25,000 | |
| MARYVILLE UNIVERSITY | ||||||||
| 650 MARYVILLE UNIVERSITY DRIVE | ST LOUIS | MO | 63141 | NO INDIVIDUAL | PC | TO SUPPORT A PILOT, 8-WEEK SUMMER INTENSIVE PREPARATORY PROGRAM DESIGNED TO HELP INCREASE THE RETENTION OF UNDERREPRESENTED STUDENTS AND PREPARE THEM FOR TRANSITION INTO THE GRADUATE PHASE OF THE PHYSICAL THERAPY PROGRAM. | $17,000 | PHYSICAL THERAPY DEPARTMENT |
| MIDWESTERN UNIVERSITY | ||||||||
| 555 31ST ST | DOWNERS GROVE | IL | 60515 | NO INDIVIDUAL | PC | THIS AWARD IS TO SUPPORT A WEBINAR SERIES THAT WILL PROVIDE DIVERSITY TRAINING TO ALUMNI AND PRECEPTORS FROM YOUR MEDICAL, DENTAL, AND PHARMACY COLLEGES. | $24,750 | |
| NATIONAL MEDICAL FELLOWSHIPS | ||||||||
| PO BOX 3875 | NEW YORK | NY | 10163 | NO INDIVIDUAL | PC | TO SUPPORT THE THE NMF/JOSIAH MACY JR. FOUNDATION SCHOLARSHIP PROGRAM. | $23,650 | |
| ROSALIND FRANKLIN SOCIETY | ||||||||
| 140 HUGUENOT STREET 3RD FLOOR | NEW ROCHELLE | NY | 10801 | NO INDIVIDUAL | PC | THIS AWARD IS TO HELP EXPAND AND ENHANCE ONGOING INITIATIVES WHICH INCLUDE AN ANNUAL MEETING FOCUSED ON THE UNDERREPRESENTATION OF WOMEN AND MINORITIES IN SCIENCE AND MEDICINE; A WOMEN IN SCIENCE WEBINAR SERIES; THEMATIC ROUNDTABLE DISCUSSIONS WITH REPRESENTATION FROM HBCUS; AN ENEWSLETTER; AND THE EXPANSION OF COUNCILS OF ACADEMIC INSTITUTIONS AND CORPORATE LEADERSHIP TO INCLUDE WOMEN AND UNDERREPRESENTED MINORITIES. | $25,000 | |
| SUNY UPSTATE | ||||||||
| 401 S SALINA ST APT 806 | SYRACUSE | NY | 13202 | NO INDIVIDUAL | PC | THIS AWARD IS TO SUPPORT INCOMING RESIDENTS IN THEIR TRANSITION INTO RESIDENCY WHILE IMPLEMENTING NOVEL APPROACHES TO IMPROVE RESIDENT WELLNESS. | $25,000 | |
| THE ARNOLD P GOLD FOUNDATION | ||||||||
| 619 E PALISADE AVE | ENGLEWOOD CLIFFS | NJ | 07632 | NO INDIVIDUAL | PC | TO SUPPORT THE, TASK FORCE ON DIVERSITY, EQUITY, INCLUSION, AND ANTI-RACISM IN HEALTHCARE INITIATIVE. | $25,000 | |
| THE CAROL EMMOTT FOUNDATION | ||||||||
| 4931 SW 76TH AVE 229 | PORTLAND | OR | 97225 | NO INDIVIDUAL | PC | THIS AWARD IS TO SUPPORT THE VALUE OF NETWORKING IN ADVANCING FULLY INCLUSIVE GENDER EQUITY: ASSESSMENT OF THE CAROL EMMOTT FELLOWSHIP PROGRAM. | $25,000 | |
| THE HELLER SCHOOL FOR SOCIAL POLICY AND MANAGEMENT BRANDEIS UNIVERSITY | ||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | NO INDIVIDUAL | PC | THIS AWARD IS TO SUPPORT A PROJECT ENTITLED RELATIONAL COORDINATION AND HEALTH CARE WORKFORCE DIVERSITY MANAGEMENT, A DIVERSITY TRAINING CURRICULUM AT THE HELLER SCHOOL FOR SOCIAL POLICY AND MANAGEMENT FOR FUTURE HEALTHCARE PROFESSIONALS. | $24,660 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| 12316 RUNNYMEDE STREET UNIT 5 | NORTH HOLLYWOOD | CA | 91605 | NO INDIVIDUAL | PC | TO SUPPORT THE RESEARCH PROJECT, ENTITLED, EQUITY, DIVERSITY, AND INCLUSION (EDI) IN UROLOGY, BUILDING THE WORKFORCE. | $25,000 | |
| THE RESEARCH FOUNDATION OF STATE UNIVERSITY OF NY | ||||||||
| 750 EAST ADAMS STREET | SYRACUSE | NY | 13210 | NO INDIVIDUAL | PC | TO ASSIST INCOMING RESIDENTS IN THEIR TRANSITION INTO RESIDENCY WHILE IMPLEMENTING NOVEL APPROACHES TO IMPROVE RESIDENT WELLNESS. | $1,550 | |
| THE SULLIVAN ALLIANCE | ||||||||
| 1899 POWERS FERRY RD SUITE 350 | ATLANTA | GA | 30339 | NO INDIVIDUAL | PC | TO SUPPORT THE COMPLETION OF A REPORT ON THE HISTORY OF THE ASSOCIATION OF MINORITY HEALTH PROFESSIONS SCHOOLS. | $25,000 | |
| TUFTS UNIVERSITY | ||||||||
| PO BOX 3306 | BOSTON | MA | 02241 | NO INDIVIDUAL | PC | THIS AWARD IS TO SUPPORT A FOUR-YEAR INTEGRATED RACISM CURRICULUM FOR MEDICAL STUDENTS: AN OPPORTUNITY FOR DISSEMINATION. | $25,000 | |
| UNIVERSITY OF BUFFALO | ||||||||
| 3435 MAIN STREET 319 KIMBALL TOWER | BUFFALO | NY | 14214 | NO INDIVIDUAL | PC | TO SUPPORT AN INITIATIVE, INTERPROFESSIONAL COLLABORATION: SCIENTIFIC EDITING FELLOWSHIP. | $25,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 420 CURIE BLVD | PHILADELPHIA | PA | 19104 | NO INDIVIDUAL | PC | THIS AWARD IS TO SUPPORT SUPPORT COVID-19: UNDERSTANDING THE SUPPORTIVE ROLE OF THE HOSPITAL CLINICAL BIOETHICISTS DURING A PANDEMIC. | $25,000 | |
| WASHINGTON UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 660 SOUTH EUCLID AVE BOX 8066 | ST LOUIS | MO | 63110 | NO INDIVIDUAL | PC | THIS AWARD IS TO SUPPORT THE RESEARCH AND WRITING OF A NEW BOOK, MEDICINE IN BLACK AND WHITE. | $25,000 | |
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | ||||||||
| 3444 OAK VIEW PL | CINCINNATI | OH | 45209 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $130,610 | |
| CREIGHTON UNIVERSITY | ||||||||
| 4092 WEST STREET | BLAIR | NE | 68008 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $81,124 | |
| DELAWARE UNIVERSITY AND ARIZONA STATE UNIVERSITY | ||||||||
| 500 N 3RD ST | PHOENIX | AZ | 85004 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $131,863 | |
| HEALTHPARTNERS INSTITUTE | ||||||||
| CENTER FOR INTERNATIONAL HEALTH 451 | ST PAUL | MN | 55104 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $129,000 | NORTH DUNLAP STREET |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 600 N WOLFE STREET MEYER 6-119 NA | BALTIMORE | MD | 21287 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $127,740 | |
| NEW YORK UNIVERSITY | ||||||||
| 550 FIRST AVE OBV BCD-D401 | NEW YORK | NY | 10016 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $140,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 433 FIRST AVENUE 6TH FLOOR OFFICE | NEW YORK | NY | 10010 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $8,852 | 646 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 2838 LESLIE PARK CIRCLE | ANN ARBOR | MI | 48105 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $140,000 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| 1710 RED RIVER | AUSTIN | TX | 78701 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $83,732 | |
| THOMAS JEFFERSON UNIVERSITY | ||||||||
| 20 WATERMAN AVENUE | PHILADELPHIA | PA | 19118 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $133,200 | |
| UNIVERSITY OF WASHINGTON | ||||||||
| 7110 191ST PL SW | LYNNWOOD | WA | 98036 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $130,267 | |
| MATCHING GIFTS PROGRAM CO JOSIAH MACY JR FOUNDATION | ||||||||
| 44 EAST 64TH STREET | NEW YORK | NY | 10065 | NO INDIVIDUAL | PC | CONTRIBUTIONS MADE BY BOARD DIRECTORS, DIRECTORS EMERITI AND FULL TIME EMPLOYEES TO ANY CHARITABLE ORGANIZATION WITH A 501 ( C ) 3 STATUS MATCHED ON A ONE-TO-ONE OR TWO-TO-ONE BASIS. | $120,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,989,758 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DENVER HEALTH AND HOSPITALS FOUNDATION | |||||||
| 3493 ULSTER ST | DENVER | CO | 80238 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $138,200 |
| DUQUESNE UNIVERSITY OF TH HOLY SPIRIT | |||||||
| 600 FORBES AVENUE | PITTSBURGH | PA | 15282 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $114,979 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1975 ZONAL AVENUE | LOS ANGELES | CA | 90033 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $140,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 2610 MAGNOLIA LANE W | SEATTLE | WA | 981993006 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $133,200 |
| VILLANOVA UNIVERSITY | |||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $83,180 |
| NATIONAL ACADEMY OF SCIENCES | |||||||
| 500 FIFTH STREET NW NAS 03 | WASHINGTON | DC | 20001 | NO INDIVIDUAL | PC | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $634,559 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,626,052 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,158,342 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| REFUND OF PRIOR YEAR GRANT | 14 | $42,565 | ||
| OTHER INVESTMENT INCOME PASSED THROUGH FROM INVESTMENT LP'S | 14 | $1,044,720 | ||
| UNRELATED BUSINESS INCOME PASSED THROUGH FROM INVESTMENT IN LP'S | $103,527 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $103,527 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,829,114 | ExclusionAmt |
| Related Or Exempt Function Incm | $42,565 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,975,206 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | MISCELLANEOUS RETURN OF GRANT FUNDS. | RelationshipStatementTxt |
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 FEES | CategoryTxt |
| Amt | $118,305 | Amt |
| Net Investment Income | $17,746 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100,559 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | $1,922,700 | SL | 0.000000000000 | $0 | $0 | ||
| BUILDINGS & IMPROVEMENT | $5,614,862 | SL | $275,166 | $0 | $3,411,531 | 40.000000000000 | |
| FURNITURE & FIXTURES | $564,849 | SL | $41,443 | $0 | $352,177 | 5.000000000000 | |
| WEBSITE & SOFTWARE | $164,661 | SL | $14,908 | $0 | $81,663 | 5.000000000000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (42 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK FIXED | FMV | $15,853,741 | $15,853,741 |
| GURTIN | FMV | $844,926 | $844,926 |
| DODGE & COX GLOBAL STOCK FUND | FMV | $7,755,688 | $7,755,688 |
| GENERATION IM FUND PLC | FMV | $15,245,050 | $15,245,050 |
| HCIF OFFSHORE LP | FMV | $5,927,730 | $5,927,730 |
| SELECT EQUITY SMALL-MID CAP FUND | FMV | $7,217,852 | $7,217,852 |
| SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY | FMV | $10,050,335 | $10,050,335 |
| AMANSA FEEDER, LTD. | FMV | $3,784,045 | $3,784,045 |
| CEPHEI CAPITAL (HCP CHINA CAPITAL APPRECIATION FUND, L.P.) | FMV | $3,743,559 | $3,743,559 |
| WGI EMERGING MARKETS FUND, LLC | FMV | $5,643,888 | $5,643,888 |
| EMINENCE FUND, LTD. | FMV | $3,782,808 | $3,782,808 |
| TYBOURNE EQUITY | FMV | $4,555,671 | $4,555,671 |
| ABRAMS CAPITAL | FMV | $5,074,823 | $5,074,823 |
| BRACEBRIDGE (BIL, LTD) | FMV | $4,574,286 | $4,574,286 |
| CANYON VALUE REALIZATION FUND (CAYMAN), LTD. | FMV | $5,522,519 | $5,522,519 |
| DAVIDSON KEMPNER INTERNATIONAL, LTD. | FMV | $5,267,672 | $5,267,672 |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP (SIDEPOCKETS) | FMV | $5,469,412 | $5,469,412 |
| ATALAYA SPECIAL OPPORTUNITIES FUND VI (2015) | FMV | $599,228 | $599,228 |
| VARDE FUND XII | FMV | $2,272,639 | $2,272,639 |
| VARDE FUND XIII | FMV | $949,121 | $949,121 |
| FORTRESS | FMV | $1,519,019 | $1,519,019 |
| PRIME FINANCE CMBS B-PIECE FUND II, LP (2017) | FMV | $1,222,975 | $1,222,975 |
| PRIME FINANCE CMBS B-PIECE FUND I, LP (2017) | FMV | $1,648,542 | $1,648,542 |
| ARDIAN SECONDARY FUND VI B, LP (2013) | FMV | $481,135 | $481,135 |
| CI CAPITAL INVESTORS III, LP (2016) | FMV | $1,527,099 | $1,527,099 |
| BAIN CAPITAL FUND | FMV | $1,381,423 | $1,381,423 |
| TRIDENT VII | FMV | $3,024,089 | $3,024,089 |
| VOLITION CAPITAL | FMV | $2,994,029 | $2,994,029 |
| LITTLEJOHN FUND V, LP (2014) | FMV | $1,346,028 | $1,346,028 |
| KASZEK | FMV | $1,394,990 | $1,394,990 |
| HCP PRIVATE EQUITY FUND VIII-A, LP | FMV | $6,203,253 | $6,203,253 |
| MAINSAIL PARTNERS IV, L.P. (2016) | FMV | $4,138,110 | $4,138,110 |
| HCP REAL ESTATE FUND II, LLP | FMV | $1,218,333 | $1,218,333 |
| ORION FUND V INVESTORS LP | FMV | $563,967 | $563,967 |
| ARCLIGHT ENERGY PARTNERS FUND VI, L.P. (2015) | FMV | $953,865 | $953,865 |
| PELICAN ENERGY PARTNERS II, LP (2016) | FMV | $1,102,319 | $1,102,319 |
| VELT PARTNERS FUND LLC | FMV | $2,955,660 | $2,955,660 |
| HCP PRIVATE EQUITY FUND IX-A, LP | FMV | $1,949,503 | $1,949,503 |
| HCP REAL ESTATE FUND III, LP | FMV | $381,266 | $381,266 |
| QUANTUM ENERGY PARTNERS VII | FMV | $1,060,995 | $1,060,995 |
| COREVIEW OFFSHORE FUND | FMV | $848,855 | $848,855 |
| LCG LAND DEVELOPMENT | FMV | $500,000 | $500,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $1,922,700 | $0 | $1,922,700 | $1,922,700 |
| BUILDINGS & IMPROVEMENT | $5,614,862 | $3,686,697 | $1,928,165 | $1,928,165 |
| FURNITURE & FIXTURES | $564,849 | $393,620 | $171,229 | $171,229 |
| WEBSITE & SOFTWARE | $164,661 | $96,571 | $68,090 | $68,090 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $35,619 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,419 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST & DIVIDENDS | $56,396 | $50,911 | $50,911 |
| RECIEVABLE DUE FROM BROKER | $498,890 | ||
| 457(B) AND 457(F) ASSETS | $659,037 | $891,607 | $891,607 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $430,804 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MAINTENANCE | $18,562 | $0 | $19,274 |
| STATIONERY AND SUPPLIES | $25,652 | $0 | $25,652 |
| TELEPHONE & MESSENGER | $1,959 | $0 | $1,759 |
| MEMBERSHIP DUES | $42,169 | $0 | $57,168 |
| OFFICE EQUIPMENT AND FURNITURE | $7,705 | $0 | $5,457 |
| INFORMATION TECHNOLOGY | $0 | $0 | $706 |
| DIRECTOR MEETINGS EXPENSE | $8,203 | $0 | $8,203 |
| MISCELLANEOUS | $32,229 | $0 | $19,323 |
| INSURANCE | $52,372 | $0 | $53,436 |
| OTHER PROGRAM EXPENSES | $229,850 | $0 | $217,828 |
| OTHER DEDUCTIONS RELATED TO PORTFOLIO INCOME | $1,001,455 | $1,001,455 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| REFUND OF PRIOR YEAR GRANT | $42,565 | $42,565 | |
| OTHER INVESTMENT INCOME PASSED THROUGH FROM INVESTMENT LP'S | $1,044,720 | $1,044,720 | $1,044,720 |
| UNRELATED BUSINESS INCOME PASSED THROUGH FROM INVESTMENT IN LP'S | $103,527 | $103,527 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED APPRECIATION OF INVESTMENTS | Desc |
| Amt | $30,905,682 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $185,825 | $616,629 |
| 457(B) AND 457(F) LIABILITIES | $659,037 | $891,607 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT COUNSEL & CUSTODIAN | $1,120,854 | $1,120,854 | $0 |
| OTHER CONSULTING | $195,695 | $0 | $188,073 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $90,871 | $0 | $90,871 |
| PAYROLL TAX | $94,321 | $3,113 | $91,427 |
| UNRELATED BUSINESS INCOME TAX | $35,301 | $0 | $7,000 |