S & L MARX FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- S & L MARX FOUNDATION INC (EIN 20-0677535)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349100310
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T00:09:11-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200677535 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S & L Marx Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | S&LM | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | nancy better | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | nancy | PersonFirstNm |
| Person Last | better | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $110,636,502 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,061 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,061 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,438,757 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,438,757 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,964,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,725,997 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,960,001 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $68,614 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $57,736 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,473,430 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,457,555 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $161,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $161,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,473 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,473 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $209,981 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $209,981 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $49 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $49 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $47,200 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $947 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $551 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $551 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,225 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,225 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,339 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,339 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $139,748 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,517 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $89,188 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $576,513 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $260,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $267,776 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,730,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,730,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,306,813 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $260,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,998,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,166,617 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,197,008 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,814,395 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,500,230 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,500,230 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $68,552,558 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,712,350 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $98,414,228 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,980,205 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,302,142 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,720,148 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,737 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,841 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,843 | LandBOYAmt |
| Land EOY | $1,896 | LandEOYAmt |
| Land EOYFMV | $1,896 | LandEOYFMVAmt |
| Total Assets BOY | $73,350,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,516,618 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $110,636,502 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $73,350,001 | RetainedEarningBOYAmt |
| Retained Earning EOY | $76,516,618 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,350,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $76,516,618 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,350,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $76,516,618 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,350,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,166,617 | ExcessRevenueOverExpensesAmt |
| Subtotal | $76,516,618 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $76,516,618 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $25,725,890 | $20,763,614 | $4,962,276 | $4,962,276 | |||
| LM OF GREENWICH | $107 | $2,382 | -$2,275 | -$2,275 | P | 2019-12-31 | 2021-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,960,001 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $113,938 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $113,938 | SubtotalAmt |
| Tax Based On Investment Income | $113,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $104,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $122,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,662 | OverpaymentAmt |
| Applied To ES Tax | $8,662 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| Charles Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| David Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| James Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Nancy M Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Executive Dir, Sec | 40.0 | $161,000 | $0 | $0 |
| Sarah Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Leonard Marx | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Sylvia Marx | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP Morgan Chase | |||||
| 270 PARK AVENUE | NEW YORK | NY | 10017 | Investment Mgmt | $209,981 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $79,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $98,222,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,596,105 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,520,640 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $109,339,111 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $109,339,111 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,640,087 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $107,699,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,384,951 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,384,951 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $113,938 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,969 | IncomeTaxAmt |
| Total Tax | $115,907 | TotalTaxAmt |
| Distributable Before Adj | $5,269,044 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,269,044 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,269,044 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,998,076 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,998,076 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,269,044 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,594,452 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $4,998,076 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,594,452 | AppliedToYear1Amt |
| Applied To Current Year | $3,403,624 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,865,420 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (136 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILIS INC | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | N/A | PC | Abilis Annual Fund | $5,000 |
| ADOPT A DOG INC | |||||||
| PO BOX 11135 | GREENWICH | CT | 06831 | N/A | PC | Adopt a Dog Annual Fund | $5,000 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | N/A | PC | Einstein Aging Study Research Program | $250,000 |
| ALLIANCE FOR CANCER GENE THERAPY INC | |||||||
| 96 CUMMINGS POINT RD | STAMFORD | CT | 06902 | N/A | PC | Cancer Research | $5,000 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | Dementia Care Program | $100,000 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC | |||||||
| ONE BATTERY PARK PLZ 25TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | Institute of Environmental Sciences Scholarship Program | $75,000 |
| ANDROSCOGGIN ALUMNI ASSOCIATION INC | |||||||
| 601 W ST | HARRISON | NY | 10528 | N/A | PC | Camper scholarships | $2,000 |
| ANTI-DEFAMATION LEAGUE - SOUTHWEST REGION | |||||||
| 4635 SW FREEWAY | HOUSTON | TX | 77027 | N/A | PC | General & Unrestricted | $10,000 |
| AURELIA FOUNDATION | |||||||
| PO BOX 82 | PACIFIC PALISADES | CA | 90272 | N/A | PC | Art Therapy Program | $30,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 3RD AVE 10TH FL | NEW YORK | NY | 10017 | N/A | PC | Education Program Expansion | $60,000 |
| Boys and Girls Club of Greenwich | |||||||
| 4 HORSENECK LN | Greenwich | CT | 06830 | N/A | PC | Strategic and Governance Consulting | $14,000 |
| Boys and Girls Club of Greenwich | |||||||
| 4 HORSENECK LN | Greenwich | CT | 06830 | N/A | PC | General & Unrestricted | $3,000 |
| BREAST CANCER ALLIANCE INC | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | Breast Cancer Research | $5,000 |
| BRONX LACROSSE INC | |||||||
| 1 MANHATTANVILLE RD STE 102 | PURCHASE | NY | 10577 | N/A | PC | Bronx Lacrosse Annual Fund | $1,000 |
| BRUCE MUSEUM INC | |||||||
| 1 MUSEUM DR | GREENWICH | CT | 06830 | N/A | PC | Educational Outreach and Cultural Programming | $20,000 |
| BRUNSWICK SCHOOL INC | |||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | PC | Brunswick Alumni Development Council | $2,000 |
| BRUNSWICK SCHOOL INC | |||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | PC | Horizons Summer Enrichment Program Endowment | $150,000 |
| CAGV-EDUCATION FUND INC | |||||||
| PO BOX 123 | RIDGEFIELD | CT | 06877 | N/A | PC | Educational Outreach | $10,000 |
| CAMPHILL VILLAGE U S A INC | |||||||
| 84 CAMPHILL VILLAGE RD | COPAKE | NY | 12516 | N/A | PC | Camphill Village Annual Fund | $5,000 |
| CARAMOOR CENTER FOR MUSIC & THE ARTS INC | |||||||
| 149 GIRDLE RIDGE RD | KATONAH | NY | 10536 | N/A | PC | Educational Outreach | $5,000 |
| CHILD ADVOCATES OF CONNECTICUT INC | |||||||
| 500 POST ROAD EAST STE 200 | WESTPORT | CT | 06880 | N/A | PC | Child Advocates of CT Annual Fund | $1,000 |
| CHILD GUIDANCE CENTER OF SOUTHERN CT INC | |||||||
| 103 W BROAD ST | STAMFORD | CT | 06902 | N/A | PC | Child Guidance Center Annual Fund | $5,000 |
| CHILDRENS LEARNING CENTERS OF FAIRFIELD COUNTY INC | |||||||
| 64 PALMERS HILL RD | STAMFORD | CT | 06902 | N/A | PC | Social & Emotional Learning and Family Engagement Initiatives | $75,000 |
| CHROMOSOME 18 REGISTRY AND RESEARCH SOCIETY | |||||||
| 7155 OAKRIDGE | SAN ANTONIO | TX | 78229 | N/A | PC | Chromosome 18 research and patient support | $5,000 |
| CITY HARVEST INC | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | N/A | PC | City Harvest Annual Fund | $3,000 |
| COFFEE FOR GOOD INC | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | Workforce training for disabled adults | $5,000 |
| COLGATE UNIVERSITY Parents' Fund (obsolete) | |||||||
| 13 OAK DR | HAMILTON | NY | 13346 | N/A | PC | Colgate University Annual Fund | $1,000 |
| COMMUNITY MINDFULNESS PROJECT INCORPORATED | |||||||
| PO BOX 1713 | NEW CANAAN | CT | 06840 | N/A | PC | Mindfulness and meditation programs for underserved populations | $2,500 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | N/A | PC | Music Department | $10,000 |
| CONNECTICUT NEWS PROJECT INC | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | N/A | PC | Support for CT Mirror non-profit news publication | $2,500 |
| CORNELL UNIVERSITY - WEILL CORNELL MEDICINE | |||||||
| 1300 YORK AVE BOX 314 | NEW YORK | NY | 10065 | N/A | PC | Aaron Stern Program in Psychodynamic Psychiatry | $1,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE STE 1100 N | BETHESDA | MD | 20814 | N/A | PC | Compass program for patient care assistance | $50,000 |
| FAIR HAVEN COMMUNITY HEALTH CLINIC INC | |||||||
| 374 GRAND AVE | NEW HAVEN | CT | 06513 | N/A | PC | Community Health and Wellness Programs | $10,000 |
| FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC | |||||||
| 40 RICHARDS AVE | NORWALK | CT | 06854 | N/A | PC | Fund for Women & Girls | $1,000 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | Early Care and Education Programs | $10,000 |
| FERNWOOD COVE FOUNDATION | |||||||
| 350 ISLAND POND RD | HARRISON | ME | 04040 | N/A | PC | Camper Scholarship Program | $1,000 |
| FIGURE SKATING IN HARLEM INC | |||||||
| 361 WEST 125TH ST 4TH FLOOR | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $1,000 |
| FILLING IN THE BLANKS INC | |||||||
| 346 MAIN AVE STE 3A | NORWALK | CT | 06851 | N/A | PC | Program to fight childhood hunger in Fairfield Cou | $2,500 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 60 E 42ND ST | NEW YORK | NY | 10165 | N/A | PC | FIDF Annual Fund | $5,000 |
| FSHD SOCIETY | |||||||
| 75 NORTH MAIN ST 1073 | RANDOLPH | MA | 02368 | N/A | PC | General & Unrestricted | $25,000 |
| GATHER NEW HAVEN | |||||||
| 470 JAMES ST 007 | NEW HAVEN | CT | 06513 | N/A | PC | Community Health Programs | $10,000 |
| GRAD BAG INC | |||||||
| PO BOX 605 | SCARSDALE | NY | 10583 | N/A | PC | Support for Grad Bag program expansion | $2,500 |
| GRASSROOT SOCCER INC | |||||||
| 15 LEBANON ST | HANOVER | NH | 03255 | N/A | PC | General & Unrestricted | $2,500 |
| GREENWICH ACADEMY INC | |||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | STEM Faculty Professional Development Fund | $100,000 |
| GREENWICH ACADEMY INC | |||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $3,000 |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||
| 1111 EAST PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | PC | GEMS Annual Fund | $5,000 |
| GREENWICH HISTORICAL SOCIETY INC | |||||||
| 47 STRICKLAND RD | COS COB | CT | 06807 | N/A | PC | Greenwich Historical Society Annual Fund | $1,000 |
| GREENWICH HOSPITAL | |||||||
| 5 PERRYRIDGE RD | GREENWICH | CT | 06830 | N/A | PC | Community Health Programs | $30,000 |
| GREENWICH LIBRARY | |||||||
| 101 W PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | Black Box Theater Project | $350,000 |
| GREENWICH SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 35 | GREENWICH | CT | 06836 | N/A | PC | Greenwich Symphony Annual Fund | $10,000 |
| HAND IN HAND AMERICAN FRIENDS OF CNTR FOR JEWISH-A | |||||||
| PO BOX 80102 | PORTLAND | OR | 97280 | N/A | PC | Support for Hand in Hand program expansion | $5,000 |
| HARLEM ACADEMY | |||||||
| 1330 5TH AVE | NEW YORK | NY | 10026 | N/A | PC | Teaching partnership with Harlem School of the Arts and general scholarship | $20,000 |
| HARLEM ACADEMY | |||||||
| 1330 5TH AVE | NEW YORK | NY | 10026 | N/A | PC | New School Facility | $75,000 |
| HARLEM EDUCATIONAL ACTIVITIES FUND INC | |||||||
| 2090 7TH AVE ADAM CLAYTON POWE | NEW YORK | NY | 10027 | N/A | PC | Summer Quest Enrichment Program | $30,000 |
| HARLEM LACROSSE AND LEADERSHIP CORPORATION | |||||||
| PO BOX 708 | NEW YORK | NY | 10030 | N/A | PC | General & Unrestricted | $3,500 |
| HARVARD BUSINESS SCHOOL | |||||||
| PO BOX 412275 | BOSTON | MA | 02241 | N/A | PC | HBS Annual Fund | $10,000 |
| HOSPITAL FOR SPECIAL SURGERY FUND INC | |||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | N/A | PC | Hospital for Special Surgery Annual Fund | $5,000 |
| IMPACT 100 FAIRFIELD COUNTY | |||||||
| PO BOX 7666 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $2,500 |
| ISRAEL LACROSSE ASSOCIATION INC | |||||||
| 1501 BROADWAY | NEW YORK | NY | 10036 | N/A | PC | Israel Lacrosse Annual Fund | $5,000 |
| JEWISH BOARD OF FAMILY & CHILDRENS SERVICES INC | |||||||
| 135 WEST 50TH ST 6TH FLOOR | NEW YORK | NY | 10020 | N/A | PC | Jewish Board Annual Appeal | $5,000 |
| JEWISH FAMILY SERVICES OF GREENWICH INC | |||||||
| 1 HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | Supermarketing for Seniors Program | $5,000 |
| JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE | |||||||
| 80 WALL ST | NEW HAVEN | CT | 06511 | N/A | PC | Facilities Renovation | $100,000 |
| JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE | |||||||
| 80 WALL ST | NEW HAVEN | CT | 06511 | N/A | PC | Annual Fund Matching Grant | $10,000 |
| JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | Educational Outreach Programs | $10,000 |
| LAKE WARAMAUG TASK FORCE INC | |||||||
| 19 SACKETT HILL RD | WARREN | CT | 06754 | N/A | PC | General & Unrestricted | $1,000 |
| LAKE WARAMAUG TASK FORCE INC | |||||||
| 19 SACKETT HILL RD | WARREN | CT | 06754 | N/A | PC | Lake Waramaug Task Force Annual Fund | $10,000 |
| LARCHMONT TEMPLE INC | |||||||
| 75 LARCHMONT AVE | LARCHMONT | NY | 10538 | N/A | PC | General & Unrestricted | $2,000 |
| LEGAL INFORMATION FOR FAMILIES TODAY | |||||||
| 32 COURT ST SUITE 1208 | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $1,000 |
| LEO BAECK INSTITUTE INC | |||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $1,800 |
| LETS GET READY INC | |||||||
| 50 BROADWAY 25TH FL | NEW YORK | NY | 10004 | N/A | PC | Expansion of College Access and Success Program | $50,000 |
| LIBERATION PROGRAMS INC | |||||||
| 129 GLOVER AVE | NORWALK | CT | 06850 | N/A | PC | Spirit of Hope | $2,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | |||||||
| PO BOX 22349 | NEW YORK | NY | 10087 | N/A | PC | Lincoln Center Annual Appeal | $6,000 |
| LYMAN ALLYN ART MUSEUM INC | |||||||
| 625 WILLIAMS ST | NEW LONDON | CT | 06320 | N/A | PC | Lyman Allan Museum Annual Appeal | $1,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| WALL ST PLAZA 88 PINE ST | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $3,000 |
| MARLBORO SCHOOL OF MUSIC INC | |||||||
| 1528 WALNUT ST STE 301 | PHILADELPHIA | PA | 19102 | N/A | PC | New Educational Facility | $62,500 |
| MERRITT PARKWAY CONSERVANCY INC | |||||||
| PO BOX 17072 | STAMFORD | CT | 06907 | N/A | PC | Merritt Parkway Conservancy Annual Appeal | $1,000 |
| METROPOLITAN OPERA GUILD INC | |||||||
| 70 LINCOLN CTR PLZ 6TH | NEW YORK | NY | 10023 | N/A | PC | General operating support and educational programming | $25,000 |
| MIANUS RIVER GORGE INC | |||||||
| 167 MIANUS RIVER RD | BEDFORD | NY | 10506 | N/A | PC | Jim Todd Land purchase for conservation | $50,000 |
| MORYS PRESERVATION INC | |||||||
| 306 YORK ST | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $1,000 |
| MOUNT SINAI SCHOOL OF MEDICINE OF NEW YORK UNIVERS | |||||||
| ONE GUSTAVE L LEVY PL BOX 1191 | NEW YORK | NY | 10029 | N/A | PC | Hertzberg Palliative Care Institute at Mt. Sinai | $5,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $3,000 |
| NEADS INC | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | PC | Service Dog Training Program | $5,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK W | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,000 |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $1,000 |
| NEW YORK UNIVERSITY GROSSMAN SCHOOL OF MEDICINE | |||||||
| ONE PARK AVE 5TH FL | NEW YORK | NY | 10016 | N/A | PC | Dermatology Department Research | $5,000 |
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC | |||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $1,000 |
| PIERPONT MORGAN LIBRARY | |||||||
| 225 MADISON AVE | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $12,500 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | Expansion of Telehealth and Teen Engagement Programs | $50,000 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $1,500 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | N/A | PC | General & Unrestricted | $1,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE - HARVARD | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | N/A | PC | General & Unrestricted | $1,000 |
| PROJECT MAIN STREET INC | |||||||
| 244 FIFTH AVE SUITE 2417 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $3,000 |
| PURCHASE COLLEGE FOUNDATION | |||||||
| 735 ANDERSON HILL RD | PURCHASE | NY | 10577 | N/A | PC | General & Unrestricted | $1,000 |
| READ TO LEAD INC | |||||||
| 123 WILLIAM ST 12TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | Social Emotional Learning Initiative | $50,000 |
| READING TEAM INC | |||||||
| 2090 7TH AVE | NEW YORK | NY | 10027 | N/A | PC | Early Childhood Literacy Program | $7,000 |
| ROYAL FAMILY PRODUCTIONS INC | |||||||
| 145 W 46TH ST 3 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $2,000 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | Childhood Literacy Programs | $3,000 |
| SEEDS OF PEACE INC | |||||||
| PO BOX 70372 | NEWARK | NJ | 07101 | N/A | PC | Seeds of Peace Annual Appeal | $3,000 |
| SHAKESPEARE ON THE SOUND INC | |||||||
| 33 HIGHLAND AVE | ROWAYTON | CT | 06853 | N/A | PC | Community Education Outreach Program | $15,000 |
| SHARP AGAIN NATURALLY INC | |||||||
| PO BOX 713 | LARCHMONT | NY | 10538 | N/A | PC | SharperMind Small Group Therapy Program | $7,500 |
| SHATTERPROOF A NONPROFIT CORP | |||||||
| 101 MERRITT 7 CORPORATE PARK 1ST FL | NORWALK | CT | 06851 | N/A | PC | Shatterproof Annual Appeal | $3,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $1,500 |
| SQUASH HAVEN INC | |||||||
| 70 TOWER PKWY | NEW HAVEN | CT | 06511 | N/A | PC | Squash Haven Education Program | $10,000 |
| STAMFORD CENTER FOR THE ARTS INC | |||||||
| 61 ATLANTIC ST | STAMFORD | CT | 06901 | N/A | PC | Educational Outreach Programs | $5,000 |
| STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS | |||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | N/A | PC | BOLD Fellows Fund for Student Support | $250,000 |
| STERLING & FRANCINE CLARK ART INST | |||||||
| 225 S ST | WILLIAMSTOWN | MA | 01267 | N/A | SO I | Clark Art Institute Annual Fund | $10,000 |
| SUMMER CAMP INC | |||||||
| 8 CHURCH ST | BRIDGTON | ME | 04009 | N/A | PC | Summer Camp program for underserved girls | $5,000 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | N/A | PC | 2020-2021 Annual Fund | $1,000 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | N/A | PC | Renovations to ice hockey facilities | $50,000 |
| TEMPLE SHOLOM INC | |||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | Kol Nidre annual operating support | $10,000 |
| TEMPLE SHOLOM INC | |||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | Endowment Campaign | $100,000 |
| TEMPLE SHOLOM INC | |||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | Ralph and Joyce Hurvitz and Family Education Endowment Fund | $1,000 |
| THAMES VALLEY MUSIC SCHOOL | |||||||
| 270 MOHEGAN AVECONNCOLLE BOX 5294 | NEW LONDON | CT | 06320 | N/A | PC | General & Unrestricted | $3,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $1,000 |
| THE CARNEGIE HALL CORPORATION | |||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | Carnegie Hall Silver Circle | $25,000 |
| THE GREENWICH LAND TRUST INC | |||||||
| 370 ROUND HILL RD | GREENWICH | CT | 06831 | N/A | PC | Greenwich Land Trust Annual Fund | $5,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | Metropolitan Museum American Wing | $5,000 |
| THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC | |||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | N/A | PC | Multiple Myeloma Research | $5,000 |
| THE NY PUBLIC LIBRARY ASTOR LENOX AND TILDEN FDNS | |||||||
| 445 FIFTH AVE 4TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $1,000 |
| THE ROBERT PACKARD CENTER FOR ALS RESEARCH AT JHU | |||||||
| 855 N WOLFE ST STE 270 RM 232 | BALTIMORE | MD | 21205 | N/A | PC | General & Unrestricted | $1,000 |
| TRICKLE UP PROGRAM INC | |||||||
| 104 W 27TH ST | NEW YORK | NY | 10001 | N/A | PC | Technical and Strategic Services | $50,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| PO BOX 1523 | NEW YORK | NY | 10008 | N/A | PC | General & Unrestricted | $2,000 |
| UJA FEDERATION OF GREENWICH | |||||||
| 1 HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | UJA/Federation Annual Appeal | $7,500 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH ST NW STE 500 | WASHINGTON | DC | 20036 | N/A | PC | Washington Institute Research Program | $10,000 |
| WATERSIDE SCHOOL INC | |||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | Jeffery Hammond Long Scholarship Fund | $1,000 |
| WATERSIDE SCHOOL INC | |||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | Financial Aid Program | $100,000 |
| WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTOR | |||||||
| 101 S INDEPENDENCE MALL E | PHILADELPHIA | PA | 19106 | N/A | PC | NMAJH Annual Fund | $1,000 |
| WESTCHESTER ARC FOUNDATION INC | |||||||
| 265 SAW MILL RIVER RD | HAWTHORNE | NY | 10532 | N/A | PC | Music Therapy Program | $55,000 |
| WESTCHESTER PHILHARMONIC INC | |||||||
| 170 HAMILTON AVE STE 350 | WHITE PLAINS | NY | 10601 | N/A | PC | General & Unrestricted | $1,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | General & Unrestricted | $1,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | Tutorial Endowment | $150,000 |
| YALE CANCER CENTER | |||||||
| PO BOX 7611 | NEW HAVEN | CT | 06519 | N/A | PC | Cancer Research | $10,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Multiple Resricted Programs | $1,600,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale Parents Annual Fund 2020-2021 | $25,000 |
| YALE UNIVERSITY ART GALLERY | |||||||
| PO BOX 208271 | NEW HAVEN | CT | 06520 | N/A | PC | YUAG Annual Fund | $5,000 |
| YONKERS PARTNERS IN EDUCATION INC | |||||||
| 92 MAIN ST SUITE 101 | YONKERS | NY | 10701 | N/A | PC | College Access Program Expansion | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,730,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,061 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,438,757 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,997 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,960,001 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $10,878 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,736 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $15,875 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,457,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,473,430 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bookkeeping | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER | PropertyDesc |
| Acquired | 2019-06-01 | AcquiredDt |
| Cost Or Other Basis | $4,737 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,894 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5 | LifeRt |
| Current Year Expense | $947 | CurrentYearExpenseAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | part I line 6A (990-PF) | IdentifierTxt |
| Form And Line Reference | PART I LINE 6A (990-PF) | FormAndLineReferenceDesc |
| Medium Explanation | RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $4,960,001 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $4,997 TOTAL PART I, LINE 6A: $4,964,998 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $25,725,890 BOOK BASIS: $20,763,614 NET GAIN/(LOSS): $4,962,276 SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: $107 BOOK BASIS: $2,382 NET GAIN/(LOSS): $(2,275) | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $395,681 | $3,302,802 |
| BERKSHIRE HATHAWAY INC DEL CL | $219,968 | $1,351,986 |
| BERKSHIRE HATHAWAY INC. CLASS | $510,677 | $1,196,000 |
| BLACKROCK HIGH YIELD BOND PORT | $1,705,176 | $1,750,342 |
| DOUBLELINE TOTAL RETURN BOND-R | $903,602 | $887,908 |
| EDGEWOOD GROWTH FUND INSTI | $2,154,757 | $3,212,765 |
| FIDELITY 500 INDEX FUND | $8,803,732 | $18,788,198 |
| FIDELITY EXTENDED MARKET INDEX | $1,070,666 | $2,494,749 |
| FIDELITY INTERNATL INDEX INSTL | $6,325,486 | $7,462,718 |
| INVESCO QQQ TRUST | $2,450,059 | $3,884,607 |
| ISHARES CORE MSCI EMERGING MAR | $4,048,521 | $4,566,061 |
| ISHARES GOLD TR | $325,191 | $449,641 |
| ISHARES MSCI CHINA INDEX FUND | $639,481 | $587,464 |
| ISHARES MSCI INDIA ETF | $865,288 | $1,017,923 |
| ISHARES MSCI-JAPAN | $1,900,257 | $1,997,216 |
| ISHARES TRUST RUSSELL 1000 VAL | $4,176,216 | $5,118,674 |
| ISHARES TRUST- ISHARES MSCI AL | $398,502 | $488,261 |
| JPMORGAN MANAGED INCOME FUND I | $1,846,082 | $1,840,560 |
| MATTHEWS CHINA INST | $904,814 | $960,698 |
| MICROSOFT CORP | $400,938 | $3,363,200 |
| OIL SVC HLDRS TR | $894,294 | $857,842 |
| PARNASSUS EQUITY INCOME FUND I | $3,955,462 | $6,371,845 |
| PIMCO COMMODITY PL STRAT INS | $1,481,834 | $1,401,297 |
| PIMCO TOTAL RETURN FUND | $908,850 | $934,324 |
| PRIMECAP ODYSSEY GROWTH FUND | $1,692,647 | $2,363,919 |
| PRUDENTIAL GLOBAL REAL ESTATE | $1,507,334 | $1,631,234 |
| SCHWAB S P 500 INDEX FUND SELE | $750,000 | $769,085 |
| SCHWAB US TIPS | $1,689,091 | $1,835,633 |
| SELECT SECTOR SPDR INDUSTRIAL | $1,297,297 | $1,483,350 |
| SELECT SECTOR SPDR-HEALTH CARE | $1,883,305 | $2,727,490 |
| SL GREEN RLTY CORP PFD SER I - | $87,824 | $105,520 |
| T-ROWE PRICE JAPAN FUND I | $785,402 | $934,244 |
| T. ROWE PRICE NEW ASIA FUND I | $1,597,829 | $1,719,419 |
| VANGUARD FIN ETF | $1,645,597 | $2,440,614 |
| VANGUARD FTSE EUROPEAN ETF | $4,415,798 | $4,803,482 |
| VANGUARD MID-CAP ETF | $489,691 | $766,093 |
| VANGUARD SHORT TERM INFLATION | $951,108 | $946,120 |
| VANGUARD TOTAL BOND MARKET IND | $1,633,893 | $1,600,944 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|
| 17 WEST ORANGE REALTY CO | $182,000 | |
| 26 EAST REALTY CORPORATION | $955,500 | |
| ARGIN REALTY CO., INC | $255,499 | |
| ARLINGTON JOINT VENTURE | $55,417 | $23,235 |
| BLOOMINGTON SYNDICATE | $97,050 | $3,147 |
| CLAYTON, DUBILIER & RICE FUND | $1,007,082 | $929,252 |
| CRP VIII (CARLYLE) PRVT INV OF | $510,999 | $303,133 |
| DARB REALTY CORPORATION | $56,011 | |
| ELMONT JOINT VENTURE | $12,892 | $8,040 |
| FORT LEE JOINT VENTURE | $5,104 | $5,124 |
| GENERAL ATLANTIC INV PRTNRS SC | $500,709 | $541,242 |
| ITHACA JOINT VENTURE | $15,166 | $9,448 |
| KESMAR REALTY CO., INC | $277,336 | |
| KINNEY HYBLA JOINT VENTURE | $44,100 | $7,176 |
| KOHLBERG PARTNERS IX, LP | $2,987,446 | $2,181,568 |
| MADISON SYNDICATE | $2,380 | $866 |
| MANASSAS JOINT VENTURE | $22,969 | $6,303 |
| MELCO HYBLA JOINT VENTURE | $31,500 | $9,350 |
| MONTCAN REALTY CO., INC | $122,667 | |
| NEWBURY STREET PARTNERS | $36,462 | $15,532 |
| PETERS LAND SYNDICATE | $28,263 | $11,344 |
| RMWC DIRECT LENDING OPPORTUNIT | $1,989,706 | $2,016,732 |
| SEAFORD JOINT VENTURE | $12,600 | $3,110 |
| SLP VI PRIVATE INVESTORS OFFSH | $1,486,392 | $1,222,881 |
| STATE COLLEGE JOINT VENTURE | $24,898 | $4,659 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItemTxt |
| Cost Or Other Basis | $4,737 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,841 | AccumulatedDepreciationAmt |
| Book Value | $1,896 | BookValueAmt |
| EOYFMV | $1,896 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $79,658 | $79,658 | |
| Bank Charges | $25 | $25 | |
| Cell Phone Expense | $5,317 | $5,317 | |
| Foundation Dues & Memberships | $1,560 | $1,560 | |
| K-1 Exp ELMONT JOINT VENTURE | $7 | ||
| K-1 Exp KINNEY HYBLA JOINT VEN | $22 | ||
| K-1 Exp KOHLBERG PARTNERS IX, | $23,187 | $23,187 | |
| K-1 Exp MELCO HYBLA JOINT VENT | $14 | ||
| K-1 Exp RMWC DIRECT LENDING OP | $27,305 | $27,305 | |
| Office Supplies | $158 | $158 | |
| Payroll Processing Fees | $1,914 | $1,914 | |
| Postage/Delivery Service | $531 | $531 | |
| State or Local Filing Fees | $50 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ARLINGTON JOINT VENTURE | $1,537 | $1,537 |
| K-1 Inc/Loss BLOOMINGTON SYNDICATE | $3,562 | $3,562 |
| K-1 Inc/Loss ELMONT JOINT VENTURE | $2,318 | $2,318 |
| K-1 Inc/Loss FORT LEE JOINT VENTURE | $770 | $770 |
| K-1 Inc/Loss ITHACA JOINT VENTURE | $1,770 | $1,770 |
| K-1 Inc/Loss KINNEY HYBLA JOINT VENTURE | $6,310 | $6,310 |
| K-1 Inc/Loss KOHLBERG PARTNERS IX, LP | $20,635 | $9,757 |
| K-1 Inc/Loss LM OF GREENWICH | -$18 | -$18 |
| K-1 Inc/Loss MADISON SYNDICATE | $465 | $465 |
| K-1 Inc/Loss MANASSAS JOINT VENTURE | $3,388 | $3,388 |
| K-1 Inc/Loss MELCO HYBLA JOINT VENTURE | $912 | $912 |
| K-1 Inc/Loss NEWBURY STREET PARTNERS | $6,026 | $6,026 |
| K-1 Inc/Loss PETERS LAND SYNDICATE | $2,484 | $2,484 |
| K-1 Inc/Loss RMWC DIRECT LENDING OPPORTUNITIES FUN | $16,129 | $16,129 |
| K-1 Inc/Loss SEAFORD JOINT VENTURE | $2,060 | $2,060 |
| K-1 Inc/Loss STATE COLLEGE JOINT VENTURE | $266 | $266 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $209,981 | Amt |
| Net Investment Income | $209,981 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2021 | CategoryTxt |
| Amt | $47,200 | Amt |