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CHARLES H REVSON FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CHARLES H REVSON FOUNDATION INC (EIN 13-6126105)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-03
IRS object ID
202203079349100920
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-03T11:03:05-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132060851PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Owen J Flanagan & CoBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 East 42nd StreetAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10165ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136126105EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES H REVSON FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone2129353340PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 EAST 59TH STREET 23 FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJulie A SandorfPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2129353340PhoneNum
Signature2022-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJuliePersonFirstNm
Person LastSandorfPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKevin SunkelPreparerPersonNm
PTINP00706145PTIN
Phone2126822783PhoneNum
Preparation2022-10-31PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$218,204,744FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$239InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$239InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,075,796DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,163,139DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,148,420NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$33,487,952GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,659,030CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$158,420OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$38,528OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$13,382,875TotalRevAndExpnssAmt
Total Net Invst Incm$13,860,936TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$541,813CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$11,736CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$530,077CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$732,611OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$70,640OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$661,971OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$462,086PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$30,502PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$276,931PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$14,727LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$14,727LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$28,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,900AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$16,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$522,311OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$338,988OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$146,975OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$170,051TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$122,852OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$7,936OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$114,916OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$20,943TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$661TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$21,899TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$112,878OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,465OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100,244OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,728,272TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$478,828TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,883,840TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,636,225ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,384,702ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,364,497TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$478,828TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,268,542TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,018,378ExcessRevenueOverExpensesAmt
Net Investment Income$13,382,108NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$796,601CashBOYAmt
Cash EOY$1,683,308CashEOYAmt
Cash EOYFMV$1,683,308CashEOYFMVAmt
Acct Rcvbl$21,754AcctRcvblAmt
Acct Rcvbl BOY$5,860AcctRcvblBOYAmt
Acct Rcvbl EOY$21,754AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$21,754AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$188,480PrepaidExpensesBOYAmt
Prepaid Expenses EOY$193,299PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$193,299PrepaidExpensesEOYFMVAmt
Other Investments BOY$197,039,960OtherInvestmentsBOYAmt
Other Investments EOY$215,874,871OtherInvestmentsEOYAmt
Other Investments EOYFMV$215,874,871OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,238,551LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,238,551LandBldgEquipAccumDeprecAmt
Other Assets BOY$2,129,210OtherAssetsBOYAmt
Other Assets EOY$431,512OtherAssetsEOYAmt
Other Assets EOYFMV$431,512OtherAssetsEOYFMVAmt
Total Assets BOY$200,160,111TotalAssetsBOYAmt
Total Assets EOY$218,204,744TotalAssetsEOYAmt
Total Assets EOYFMV$218,204,744TotalAssetsEOYFMVAmt
Accounts Payable BOY$133,602AccountsPayableBOYAmt
Accounts Payable EOY$147,544AccountsPayableEOYAmt
Grants Payable BOY$1,802,618GrantsPayableBOYAmt
Grants Payable EOY$4,176,767GrantsPayableEOYAmt
Other Liabilities BOY$1,621,758OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,979,470OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,557,978TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,303,781TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$196,602,133NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$211,900,963NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$196,602,133TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$211,900,963TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$200,160,111TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$218,204,744TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$196,602,133TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,018,378ExcessRevenueOverExpensesAmt
Other Increases$14,280,452OtherIncreasesAmt
Subtotal$211,900,963SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$211,900,963TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MAKENA CAPITAL PRIVATE ENDOWMENT PRODUCTP$2,582,376$2,669,384-$87,008-$87,008
COMMONFUND GLOBAL DISTRESSED INVESTORSP$732-$732-$732
COMMONFUND CAPITAL INTERNATIONAL PARTNERS VIP$74,859$55,150$19,709$19,709
COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS VIIP$15,180$124,397-$109,217-$109,217
COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VIIP$231,506$175,789$55,717$55,717
COMMONFUND CAPITAL VENTURE PARTNERS VIIIP$569,711$269,580$300,131$300,131
VANGUARD TOTAL STOCK MARKET INDEX FUNDP$14,439,920$7,452,624$6,987,296$6,987,296
VANGUARD REIT INDEX FUNDP$313,964$211,434$102,530$102,530
VANGUARD SHORT-TERM INVESTMENT-GRADE FUNDP$1,179,584$1,113,416$66,168$66,168
VANGUARD INTERNATIONAL BOND INDEX FUNDP$10,067,062$9,050,213$1,016,849$1,016,849
UNRELATED BUSINESS INCOMEP$28,418-$28,418-$28,418
MAKENA CAPITAL PRIVATE ENDOWMENT PRODUCT K-1 ADJP$539,028$539,028$539,028
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDP$1,488,532$1,120,348$368,184$368,184
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUNDP$831,586$630,354$201,232$201,232
VANGUARD BOND MARKET INDEX FUNDP$577,184$538,429$38,755$38,755
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUNDP$804,637$661,232$143,405$143,405
VANGUARD S&P 500 VALUE INDEX FUNDP$302,948$266,450$36,498$36,498
VANGUARD CORE BOND FUNDP$8,903$8,903$8,903
FieldValueIRS element (for citing)
Capital Gain Net Income$9,659,030CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$186,011InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$186,011SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$186,011TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$235,924EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$100,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$335,924TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$149,913OverpaymentAmt
Applied To ES Tax$149,913AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.REVSONFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksCHARLES H REVSON FOUNDATIONIndividualWithBooksNm
Phone2129353340PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line155 EAST 59TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JULIE SANDORF
55 EAST 59TH STREETNEW YORKNY10022PRESIDENT & DIRECTOR60.00$511,813$68,324$0
CHARLES H REVSON JR
55 EAST 59TH STREETNEW YORKNY10022DIRECTOR1.00$3,000$0$0
REYNOLD LEVY
55 EAST 59TH STREETNEW YORKNY10022DIRECTOR1.00$3,000$0$0
CHERYL COHEN EFFRON
55 EAST 59TH STREETNEW YORKNY10022CHAIR & DIRECTOR1.00$0$0$0
NEIL BARKSY
55 EAST 59TH STREETNEW YORKNY10022DIRECTOR1.00$2,000$0$0
SHARON GREENBERGER
55 EAST 59TH STREETNEW YORKNY10022SECRETARY & DIRECTOR1.00$3,000$0$0
ERROL LOUIS
55 EAST 59TH STREETNEW YORKNY10022DIRECTOR1.00$3,000$0$0
ROBERT KINGSTON
55 EAST 59TH STREETNEW YORKNY10022DIRECTOR1.00$3,000$0$0
PAMELA WASSERSTEIN
55 EAST 59TH STREETNEW YORKNY10022DIRECTOR1.00$0$0$0
DAVID RESNICK
55 EAST 59TH STREETNEW YORKNY10022TREASURER & DIRECTOR1.00$3,000$0$0
MARCIA LYNN SELLS
55 EAST 59TH STREETNEW YORKNY10022DIRECTOR1.00$3,000$0$0
THE REV PHILLIP A JACKSON
55 EAST 59TH STREETNEW YORKNY10022DIRECTOR1.00$3,000$0$0
STACY S DICK
55 EAST 59TH STREETNEW YORKNY10022DIRECTOR THRU MARCH 20211.00$1,000$0$0
STEVEN HYMAN
55 EAST 59TH STREETNEW YORKNY10022DIRECTOR1.00$3,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MEREDITH KORN
55 EAST 59TH STREETNEW YORKNY10022CHIEF FIN. & ADMIN.40.00$233,000$21,366$0
MARTHA KING
55 EAST 59TH STREETNEW YORKNY10022SENIOR PROGRAM OFFIC36.25$185,000$20,077$0
KAREN YU
55 EAST 59TH STREETNEW YORKNY10022CONTROLLER30.00$123,900$40,764$0
REBECCA FURTH
55 EAST 59TH STREETNEW YORKNY10022GRANTS MANAGER & PRO36.25$71,021$29,291$0
ELIZABETH LEIMAN KRAIEM
55 EAST 59TH STREETNEW YORKNY10022PROGRAM OFFICER20.00$87,550$8,161$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
THE VANGUARD GROUP
5951 LUCKETT COURT SUITE A3EL PASOTX79932INVESTMENT ADVISORY$214,140
MAKENA CAPITAL ASSOCIATES US LP
2755 SAND HILL ROAD SUITE 200MENLO PARKCA94025INVESTMENT ADVISORY$90,502
ADVA RESEARCH & DEVELOPMENT LTD
PROGRAM CONSULTING$56,40018 HAROSHET ST 2ND FLRAMAT HASHARONIS4727900
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$207,544,760AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,321,821AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$845,618FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$210,712,199TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$210,712,199AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,160,683CashDeemedCharitableAmt
Net Vl Noncharitable Assets$207,551,516NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,377,576MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,377,576MinimumInvestmentReturnAmt
Tax Based On Investment Income$186,011TaxBasedOnInvestmentIncomeAmt
Income Tax$12,886IncomeTaxAmt
Total Tax$198,897TotalTaxAmt
Distributable Before Adj$10,178,679DistributableBeforeAdjAmt
Recoveries Qualfied Distri$106,732RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,285,411DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,285,411DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,268,542ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,268,542QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,285,411DistributableAsAdjustedAmt
Undistributed Income PY$5,990,756UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$9,268,542QualifyingDistributionsAmt
Applied To Year1$5,990,756AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,277,786AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$7,007,625UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJULIE SANDORFRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O CHARLES H REVSON FOUNDATION 55AddressLine1Txt
Address Line2EAST 59TH STREETAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2129353340RecipientPhoneNum
Form And Info And MaterialsThose wishing to apply for a grant should go to www.revsonfoundation.org and submit a letter of inquiry describing the proposed project. Upon receiving a letter of inquiry, Foundation staff may invite the submission of a full proposal. All proposals are invitation-only and will be submitted using the Foundation's online portal, Foundant. A proposal should include the following information: background and objectives of the project, methods to be used in carrying it out, detailed budget for the proposed project, organization's annual budget, and other information, as applicable. Proposals are reviewed by Foundation staff and acted on by the board of directors at regular meetings; select proposals for amounts of up to $50,000 may be approved by the Foundation President without board authorization.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsA proposal for funding by the Charles H. Revson Foundation should fall within the Foundation's program areas: urban affairs in New York City; education; biomedical research; and Jewish life. The Foundation supports ongoing fellowship programs in public service and biomedical research. The Foundation does not make grants to individuals, endowments, local health appeals, projects located outside of the United States or Israel, or capital or building campaigns.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
Alliance of Families for Justice
8 W 126th St Fl 3New YorkNY10027PCGeneral operating support$10,000
American Committee for the Weizmann Institute of Science
633 Third AvenueNew YorkNY10017PCUS Postdoctoral fellowships for Israeli Women Scientist$125,000
Ballet Theatre Foundation Inc
890 Broadway 3rd FloorNew YorkNY10003PCGeneral operating support$15,000
Bard College
PO Box 5000AnnandaleOnHudsonNY12504PCMeanings of October 27 Project$15,000
Beechwood Arts Inc
52 Weston RdWestportCT06880PCGeneral operating support$1,000
Bowery Residents' Committee Inc
131 West 25th Street 12th FloorNew YorkNY10001PCHorizons Workforce Development Program$7,500
Brandeis University
415 South StreetWalthamMA02453PCChaplaincy Innovation Lab's "Leading Where Life Happens" to build the field of Jewish chaplaincy$201,000
Brennan Center for Justice
120 Broadway Suite 1750New YorkNY10271PCElection reform efforts in New York$100,000
Brooklyn Children's Museum
145 Brooklyn AvenueBrooklynNY11213PCCollections Connections, bringing Brooklyn Children's Museum collections to BPL branches$190,090
Brooklyn Community Foundation
1000 Dean St 307BrooklynNY11238PCDocumented NY - non-profit news site covering NYC's immigrants and related policies$50,000
Brooklyn Public Library
10 Grand Army PlazaBrooklynNY11238PCBPL Outdoors and the creation of outdoor libraries at approximately 10 branches$50,000
Brooklyn Public Library
10 Grand Army PlazaBrooklynNY11238PCBKLYN Incubator and its new focus on community-generated programs$133,099
Candid
32 Old Slip 24th FloorNew YorkNY10005PCGeneral operating support$12,000
Center for New York City Neighborhoods
55 Broad Street 10th FloorNew YorkNY10004PCPlan and launch the Homeowner Landlord Services Pilot$225,000
Chalkbeat Inc
450 7th Avenue 32nd FloorNew YorkNY10123PCChalkbeat's New York bureau$75,000
Cheerful Inc
1408 Quebec StDenverCO80220PCGeneral operating support$5,000
Citizens Housing & Planning Council
42 Broadway Suite 2010New YorkNY10014PCEvaluation of NYC's East New York Basement Conversion Pilot$35,000
City Limits News
8 West 126th Street c/o We WorkNew YorkNY10027PCGeneral operating support$35,000Harlem
City Parks Foundation
830 5th AvenueNew YorkNY10065PCNYC Green Relief and Recovery Fund$150,000
City Report Inc
35 West 31st Street 4th FloorNew YorkNY10001PCSupport a screening and panel discussion on the future of local news$5,000
Community Funds Inc
909 Third AvenueNew YorkNY10022PCNYS Census Equity Fund grantmaking to ensure a fair and transparent redistricting process$75,000
Community Funds Inc
909 Third AvenueNew YorkNY10022PCGoVoteNYC fund and its grantmaking to increase voter participation in NYC's local elections$300,000
Community Funds Inc
909 Third AvenueNew YorkNY10022PCA new donor collaborative aimed at increasing civic and voter participation in NYC$250,000
Community Impact
105 Earl Hall MC 2010 ColumbiaNew YorkNY10027PCGeneral operating support$7,500University
Cornell University
130 E Seneca Street Suite 400IthacaNY14850PCExpansion of Cornell Law School's First Amendment Clinic to the New York metropolitan area$216,546Seneca Place
Craig Newmark Graduate School of Journalism CUNY Foundation Inc
219 W 40th StreetNew YorkNY10018PCLisa Goldberg/Revson Foundation Scholars$200,000
CUNY School of Law Foundation
2 Court SquareLong Island CityNY11101PCPublic Interest Summer Internship Grant Program at the CUNY School of Law$7,500
Dance Theatre of Harlem Inc
466 W 152nd StreetNew YorkNY10031PCGeneral operating support$7,500
Edmond de Rothschild Partnerships
NCCadets for Local Government-build capacity and knowledge in affordable housing and urban regeneration$230,0007 Haeshel StCaesareaIS3079504
Footsteps Inc
114 John Street 930New YorkNY10272PCCareer Services program for Jews beginning lives outside of ultra-Orthodox communities$100,000
Fund for the City of New York
121 Sixth Avenue 6th FloorNew YorkNY10013PCSupport the founding and operations of the Open Hearts Initiative as a citywide effort$100,000
Future 5
135 Atlantic StreetStamfordCT06901PCGeneral operating support$5,000
Harold Grinspoon Foundation
67 Hunt Street Suite 100AgawamMA01001SO ISupport for PJ Library in NYC$30,000
Hillel at Baruch Inc
55 Lexington Avenue B2-210 55New YorkNY10010PCProvide students personal, academic, and professional enrichments while developing ties to the Jewish people$150,000
Hillel The Foundation For Jewish Campus Life
800 Eight Avenue NWWashingtonDC20001PCSupport for Civic Spirit's work with educators in faith-based schools to advance civics education$25,000
Hunter Hillel Foundation
695 Park Ave Rm 1317A East BldgNew YorkNY10065PCProvide students personal, academic, and professional enrichments while developing ties to the Jewish people$140,000
Icahn School of Medicine at Mount Sinai
One Gustave L Levy Place Box 1075New YorkNY10029PCCHRF Senior Fellow in Biomedical Science$108,738
Investigative Reporters & Editors
141 Neff AnnexColumbiaMO65211PCGeneral operating support$30,000
American Jewish Joint Distribution Committee Inc
220 East 42nd Street Suite 420New YorkNY10017PCMembership in the Inter-Agency Task Force on Israeli Arab Issues in 2022$15,000
Jewish Funders Network
150 West 30th Street Suite 900New YorkNY10001PCRevson membership in 2022$5,000
JTA-MJL New Corp
520 8th Avenue 4th FloorNew YorkNY10018PCSupport for New York Jewish Week$25,000
Memorial Sloan-Kettering Cancer Center
1275 York AvenueNew YorkNY10065PCCHRF Senior Fellow in Biomedical Science$109,764
New Israel Fund
6 East 39 Street Ste 301New YorkNY10016PCUse of Rothschild Cadets to improve quality of life in and strengthen capacity of Arab municipal gov't$110,000
New York University
295 Lafayette Street 2nd FloorNew YorkNY10012PCSupport Project NYC 2025$25,000
Craig Newmark Graduate School of Journalism CUNY Foundation Inc
219 W 40th StreetNew YorkNY10018PCCenter for Community Media's Municipal Elections Project$92,000
Craig Newmark Graduate School of Journalism CUNY Foundation Inc
219 W 40th StreetNew YorkNY10018PCExpansion of the Center for Community Media's Advertising Boost Initiative$200,232
Nonprofit New York
320 East 43rd Street 3rd FloorNew YorkNY10017PCSupport Nonprofit New York's services to nonprofits and for membership in 2022$4,000
NYC FIRST
100 Avenue of the Americas 16thNew YorkNY10013PCSupport Robot in a Box and increased access to robotics$45,000Floor
NYU Grossman School of Medicine
One Park Avenue 5th FloorNew YorkNY10016PCCHRF Senior Fellow in Biomedical Science$112,035
NYU Grossman School of Medicine
One Park Avenue 5th FloorNew YorkNY10016PCCHRF Senior Fellow in Biomedical Science$112,035
NYU Langone Hospitals
One Park Avenue Floor 5New YorkNY10016PCSupport Dr. Taneja's lab for MRI research in cancer detection at NYU Langone Health$10,000
PEF Israel Endowment Funds Inc
630 Third Avenue Ste 1501New YorkNY10017PCStrenthen Co-Impact programs to recruit Arab-Israeli for employment at private sector companies$100,000
PEF Israel Endowment Funds Inc
630 Third Avenue Ste 1501New YorkNY10017PCOpp Fund wind down with Israeli gov't assuming operation of youth enrichment pgms$125,000
PEF Israel Endowment Funds Inc
630 Third Avenue Ste 1501New YorkNY10017PCCommunity engagement for urban revitalization of Ramat Eshkol in Lod, Israel$70,000
Philanthropy New York
320 East 43rd StreetNew YorkNY10017PCPhilanthropy New York's public policy campaign, A New Partnership for New York's Future$25,000
Philanthropy New York
320 East 43rd StreetNew YorkNY10017PCPhilanthropy New York's services to grantmakers in the New York region$15,100
President and Fellows of Harvard College
1033 Massachusetts Avenue 5th FloorCambridgeMA02138PCCharles H. Revson Foundation Lecture Fund for the Stacy Dick Lectures at the Center for Jewish Studies$25,000
President and Fellows of Harvard College
1033 Massachusetts Avenue 5th FloorCambridgeMA02138PCHarvard Scholars at Risk fellowships$15,000
ProPublica
155 Avenue of the Americas 13thNew YorkNY10013PCIndependent, investigative reporting on mgmt, budget, policy, and practices of NYPD$200,000Floor
Prospect Park Alliance
95 Prospect Park WestBrooklynNY11215PCGeneral operating support$15,000
Rethink Food NYC
75 Broad Street Suite 707New YorkNY10004PCGeneral operating support$15,000
Shalom Hartman Institute North America
475 Riverside Drive Suite 1450New YorkNY10115PCMuslim Leadership Initiative's transition to a new program format$187,500
Sikkuy - The Association for the Advancement of Civic Equality
NCAdvance urban and economic development in Arab municipalities and in Bedouin Villages in Israel's Negev region$106,75017 Rachel HameshoreretJerusalemIS96348
Sisterhood of Salaam Shalom
PO Box 7117North BrunswickNJ08902PCLeadership transition and capacity bulding program$75,000
Stars of New York Dance Inc
The Stars of New York Dance 379BrooklynNY11233PCGeneral operating support$5,000Saratoga Avenue 3
Supportive Housing Network of New York
247 W 37th Street 18th FloorNew YorkNY10018PCGeneral operating support$100,000
The Academy for Teachers
10 West 90th Street 9New YorkNY10024PCAcademy for Teachers' Early Career Fellowship$50,000
The Afro Latin Jazz Alliance Inc
20 West 125th Street 2New YorkNY10027PCEducational programs$10,000
The City Report Inc
35 West 31st Street 4th FloorNew YorkNY10001PCLocal public affairs journalism$1,000,000
The Forward Association Inc
125 Maiden Lane 8th flNew YorkNY10038PCSupport for coverage of the 2021 elections in NYC$50,000
The GroundTruth Project
10 Guest StreetBostonMA02135PCRebuild Local News Coalition and its advocacy to revitalize local journalism$100,000
The Jewish Museum
1109 Fifth AvenueNew YorkNY10128PCYoung Patron Program$7,500
The Joint Ownership Entity NYC Corp
588 Broadway Suite 1208New YorkNY10012SO IPreservation of NYC's nonprofit owned affordable housing through scalable cost efficiencies$50,000
The New York Public Library
5th Avenue and 42nd StreetNew YorkNY10018PCNYPL Outdoors Pilot and the creation of outdoor libraries at seven branches$50,000
The Queens Library Foundation
89-11 Merrick BoulevardJamaicaNY11432PCSupport W.O.W. (With Out Walls) and creation of outdoor reading rooms and programs at 5 branches$25,000
The Rockefeller University
1230 York Avenue Box 164New YorkNY10065PCCHRF Senior Fellow in Biomedical Science$118,701
The Rockefeller University
1230 York Avenue Box 164New YorkNY10065PCCHRF Senior Fellow in Biomedical Science$115,298
Toldot Yisrael
NCToldot Yisrael Digital Archive of Israel's Founding$150,000PO Box 53125JerusalemIS91530
Trustees of Columbia University
102 Low Memorial LibraryNew YorkNY10027PCCHRF Senior Fellow in Biomedical Science$106,907
Trustees of Columbia University
722 W 168th Street Floor 4New YorkNY10027PCCHRF Senior Fellow in Biomedical Science$106,907
TSNE
89 South Street Suite 700BostonMA02111PCLos Deliveristas Unidos at the Workers Justice Project$5,000
United Neighborhood Houses of New York
45 Broadway Suite 2210New YorkNY10006PCUNH's evaluation of the Settlement House Voter Initiative$45,000
Urban Design Forum
114 Bowery Suite 301New YorkNY10013PCEstablish the New City Critics Fellowship$20,000
Vida Joven de Mexico
979 Woodland Pkwy Suite 101-96San MarcosCA92069PCGeneral operating support$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,384,702TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
Brooklyn Children's Museum
145 Brooklyn AvenueBrooklynNY11213PCCollections Connections, bringing Brooklyn Children's Museum collections to BPL branches$138,590
Brooklyn Public Library
10 Grand Army PlazaBrooklynNY11238PCBKLYN Incubator and its new focus on community-generated programs$116,598
Brooklyn Public Library
10 Grand Army PlazaBrooklynNY11238PCBKLYN Incubator and its new focus on community-generated programs$116,598
Chalkbeat Inc
450 7th Avenue 32nd FloorNew YorkNY10123PCChalkbeat's New York bureau$75,000
Craig Newmark Graduate School of Journalism CUNY Foundation Inc
219 W 40th StreetNew YorkNY10018PCLisa Goldberg/Revson Foundation Scholars$150,000
Craig Newmark Graduate School of Journalism CUNY Foundation Inc
219 W 40th StreetNew YorkNY10018PCLisa Goldberg/Revson Foundation Scholars$150,000
Edmond de Rothschild Partnerships
NCCadets for Local Government-build capacity and knowledge in affordable housing and urban regeneration$230,0007 Haeshel StCaesareaIS3079504
Footsteps Inc
114 John Street 930New YorkNY10272PCCareer Services program for Jews beginning lives outside of ultra-Orthodox communities$100,000
Fund for the City of New York
121 Sixth Avenue 6th FloorNew YorkNY10013PCSupport the founding and operations of the Open Hearts Initiative as a citywide effort$100,000
Hillel at Baruch Inc
55 Lexington Avenue B2-210 55New YorkNY10010PCProvide students personal, academic, and professional enrichments and grow ties to the Jewish people$150,000
Hunter Hillel Foundation
695 Park Ave Rm 1317A East BldgNew YorkNY10065PCProvide students personal, academic, and professional enrichments and grow ties to the Jewish people$140,000
Icahn School of Medicine at Mount Sinai
One Gustave L Levy Place Box 1075New YorkNY10029PCCHRF Senior Fellow in Biomedical Science$108,738
Memorial Sloan-Kettering Cancer Center
1275 York AvenueNew YorkNY10065PCCHRF Senior Fellow in Biomedical Science$109,764
Craig Newmark Graduate School of Journalism CUNY Foundation Inc
219 W 40th StreetNew YorkNY10018PCExpansion of the Center for Community Media's Advertising Boost Initiative$200,232
NYU Grossman School of Medicine
One Park Avenue 5th FloorNew YorkNY10016PCCHRF Senior Fellow in Biomedical Science$112,035
NYU Grossman School of Medicine
One Park Avenue 5th FloorNew YorkNY10016PCCHRF Senior Fellow in Biomedical Science$112,035
Sikkuy - The Association for the Advancement of Civic Equality
NCAdvance urban and economic development in Arab municipalities and in Bedouin Villages in Israel's Negev region$106,75017 Rachel HameshoreretJerusalemIS96348
Sisterhood of Salaam Shalom
PO Box 7117North BrunswickNJ08902PCLeadership transition and capacity bulding program$75,000
Supportive Housing Network of New York
247 W 37th Street 18th FloorNew YorkNY10018PCGeneral operating support$100,000
The City Report Inc
35 West 31st Street 4th FloorNew YorkNY10001PCSupport local public affairs journalism$500,000
The City Report Inc
35 West 31st Street 4th FloorNew YorkNY10001PCSupport local public affairs journalism$500,000
The Joint Ownership Entity NYC Corp
588 Broadway Suite 1208New YorkNY10012SO IPreservation of NYC's nonprofit owned affordable housing through scalable cost efficiencies$50,000
The Rockefeller University
1230 York Avenue Box 164New YorkNY10065PCCHRF Senior Fellow in Biomedical Science$117,822
The Rockefeller University
1230 York Avenue Box 164New YorkNY10065PCCHRF Senior Fellow in Biomedical Science$117,822
Trustees of Columbia University
102 Low Memorial LibraryNew YorkNY10027PCCHRF Senior Fellow in Biomedical Science$109,837
Trustees of Columbia University
722 W 168th Street Floor 4New YorkNY10027PCCHRF Senior Fellow in Biomedical Science$109,837
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,896,658TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$239ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,075,796ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$158,420ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$28,418UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$9,120,002ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescTHROUGH PARTNERSHIPSDesc
Business525990BusinessCd
Unrelated Business Taxbl Incm$54,396UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion-$54,396ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$82,814UnrelatedBusinessTaxblIncmAmt
Exclusion$13,300,061ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,382,875TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryOWEN J. FLANAGAN & CO., CPA'SCategoryTxt
Amt$28,000Amt
Net Investment Income$11,900NetInvestmentIncomeAmt
Disbursements Charitable Prps$16,100DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
Edmond de Rothschild Partnerships
7 Haeshel StCaesareaIS30795042021-11-15$460,000Cadets for Local Government-build capacity and knowledge in affordable housing and urban regeneration.$230,000To the knowledge of the Foundation, no funds have been diverted.Calls for progress & final narrative/fin'l reports. Grantee in compliance.No independent verification is required at this time.
Sikkuy - The Association for the Advancement of Civic Equality
17 Rachel HameshoreretJerusalemIS963482021-11-15$213,500Advance urban and economic development in Arab municipalities and in Bedouin Villages in Israel's Negev region.$106,750To the knowledge of the Foundation, no funds have been diverted.Calls for progress & final narrative/fin'l reports. Grantee in compliance.No independent verification is required at this time.
Toldot Yisrael
PO Box 53125JerusalemIS915302021-11-15$150,000Toldot Yisrael Digital Archive of Israel's Founding.$150,000To the knowledge of the Foundation, no funds have been diverted.Calls for final narrative/fin'l reports. Grantee in compliance.No independent verification is required at this time.

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (16 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
COMMONFUND CAPITAL INTERNATIONAL PARTNERS VIFMV$126,023$126,023
COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS VIIFMV$470,160$470,160
COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VIIFMV$450,852$450,852
COMMONFUND CAPITAL VENTURE PARTNERS VIIIFMV$679,851$679,851
COMMONFUND GLOBAL DISTRESSED INVESTORSFMV$51,034$51,034
MAKENA CAPITAL PRIVATE ENDOWMENT PRODUCTFMV$4,485,482$4,485,482
VANGUARD TOTAL STOCK MARKET INDEX FUNDFMV$76,782,350$76,782,350
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDFMV$53,990,065$53,990,065
VANGUARD REIT INDEX FUNDFMV$12,872,074$12,872,074
VANGUARD SHORT-TERM INVESTMENT-GRADE FUNDFMV$13,724,217$13,724,217
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUNDFMV$12,344,205$12,344,205
VANGUARD BOND MARKET INDEX FUNDFMV$14,047,817$14,047,817
PROGRAM RELATED INVESTMENTAT COST$500,000$500,000
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUNDFMV$6,216,789$6,216,789
VANGUARD S&P 500 VALUE INDEX FUNDFMV$6,845,585$6,845,585
VANGUARD CORE BOND FUNDFMV$12,288,367$12,288,367

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPATTERSON BELKNAP WEBB & TYLER, LLPCategoryTxt
Legal Fees$14,727LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$14,727DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DUE FROM BROKERS$2,128,940$431,512$431,512
TRANSITCHEK INVENTORY$270$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PHOTOCOPIER$4,787$311$4,476
SUBSCRIPTIONS AND PUBLICATIONS$4,099$0$4,138
NYS FILING FEE$1,500$97$1,403
INFORMATION TECHNOLOGY$41,905$2,724$32,029
OFFICE SUPPLIES$14,191$922$13,577
INSURANCE$16,448$972$16,111
POSTAGE AND DELIVERY$2,076$135$1,941
DIRECT CHARITABLE$7,821$0$7,821
FURNITURE AND IMPROVEMENTS$20,051$1,304$18,748

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MAKENA CAPITAL PRIVATE ENDOWMENT PRODUCT$138,168$138,168$138,168
MAKENA CAPITAL PRIVATE ENDOWMENT PRODUCT - UBIT-$54,038
MAKENA CAPITAL PRIVATE ENDOWMENT PRODUCT - ADJUSTMENT-$65,496
COMMONFUND INVESTMENTS UBIT-$358
COMMONFUND INVESTMENTS$20,252$20,252$20,252

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED APPRECIATION NET OF DEFERRED EXCISE TAXDesc
Amt$14,280,452Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
RETIREE HEALTH BENEFIT LIABILITY$904,513$1,060,929
DEFERRED TAX LIABILITY$717,245$918,541

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMONFUND SECURITIES - INV ADVISORY$34,346$34,346$0
MAKENA CAPITAL ASSOCIATES - INV ADVISORY$124,738$90,502$0
PROGRAM AND ADMINISTRATIVE CONSULTANTS$149,087$0$146,975
THE VANGUARD GROUP$214,140$214,140$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX ON INVESTMENT INCOMECategoryTxt
Amt$170,051Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt