MARC HAAS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARC HAAS FOUNDATION (EIN 13-3073137)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202213149349102521
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T15:19:06-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113118865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZAPKEN & LOEB LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 | 133073137 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARC HAAS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O ZAPKEN & LOEB LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 5168225000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW D HAINES | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 5168225000 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATTHEW | PersonFirstNm |
| Person Last | HAINES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCH LEWIS | PreparerPersonNm |
| PTIN | P00663706 | PTIN |
| Phone | 5168225000 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $112,632,618 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $858,083 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $858,083 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,133,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,133,977 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,133,977 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,620,332 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,620,332 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,612,392 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,612,392 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $400,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $200,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $200,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,404 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,691 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,713 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,463 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,287 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $75,734 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $75,734 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,171 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,879 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $921,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $906,413 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,210 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,518,091 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,247,180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $265,210 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,491,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,491,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,009,091 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,247,180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,756,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,603,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,365,212 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,297,130 | CashBOYAmt |
| Cash EOY | $2,500,445 | CashEOYAmt |
| Cash EOYFMV | $2,500,445 | CashEOYFMVAmt |
| Other Investments BOY | $68,761,101 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $76,161,087 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $110,132,173 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $70,058,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,661,532 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $112,632,618 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $70,058,231 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $78,661,532 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,058,231 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,661,532 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,058,231 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,661,532 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,058,231 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,603,301 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $78,661,532 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $78,661,532 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SHORT TERM GAINS | P | 2021-01-01 | 2021-12-31 | $106,509 | $106,509 | $106,509 |
| LONG TERM GAINS | P | 2021-01-01 | 2021-12-31 | $4,922,468 | $4,922,468 | $4,922,468 |
| LONG TERM GAINS | P | 2021-01-01 | 2021-12-31 | $6,105,000 | $6,105,000 | $6,105,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,133,977 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $213,576 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $213,576 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $213,576 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $119,901 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $139,901 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,579 | EsPenaltyAmt |
| Tax Due | $75,254 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ZAPKEN LOEB LLP | IndividualWithBooksNm |
| Phone | 5168225000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MATTHEW D HAINES | |||||||||
| C/O ZAPKEN AND LOEB LLP 3 CROSSWAYS | PARK DRIVE WEST | WOODBURY | NY | 11797 | PRESIDENT/TREASURER | 20.00 | $200,000 | $0 | $0 |
| STANLEY S SHUMAN | |||||||||
| C/O ZAPKEN AND LOEB LLP 3 CROSSWAYS | PARK DRIVE WEST | WOODBURY | NY | 11797 | CHAIRMAN/SECRETARY | 20.00 | $200,000 | $0 | $0 |
| JUDY E TENNEY | |||||||||
| C/O ZAPKEN AND LOEB LLP 3 CROSSWAYS | PARK DRIVE WEST | WOODBURY | NY | 11797 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SYDNEY R SHUMAN | |||||||||
| C/O ZAPKEN AND LOEB LLP 3 CROSSWAYS | PARK DRIVE WEST | WOODBURY | NY | 11797 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZAPKEN AND LOEB LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11796 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $53,404 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,389 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,176,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $110,132,172 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,340,788 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $114,340,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,715,112 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $112,625,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,631,284 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,631,284 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $213,576 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $270,323 | IncomeTaxAmt |
| Total Tax | $483,899 | TotalTaxAmt |
| Distributable Before Adj | $5,147,385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,147,385 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,147,385 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,756,210 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,756,210 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,147,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,985,787 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,597,755 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,284,007 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,215,029 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $780,014 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,862,592 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,756,210 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,147,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,608,825 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,471,417 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,985,787 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,485,630 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,597,755 | ExcessFromYear4Amt |
| Excess From Year3 | $1,284,007 | ExcessFromYear3Amt |
| Excess From Year2 | $1,215,029 | ExcessFromYear2Amt |
| Excess From Year1 | $780,014 | ExcessFromYear1Amt |
| Excess From Current Year | $1,608,825 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MATTHEW D HAINES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ZAPKEN LOEB LLP 3 CROSSWAYS | AddressLine1Txt |
| Address Line2 | PARK DRIVE WEST | AddressLine2Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5168225000 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITING, INDICATING THE CHARITABLE PURPOSE OF THE ORGANIZATION WITH SUPPORTING MATERIALS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (226 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SOCIAL HEALING COLLECTION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| JAZZ AT LINCOLN CENTER | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| TOBACCO FREE PORTFOLIOS FOUNDATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| PALEY CENTER FOR MEDIA (FORMERLY MUSEUM OF TELEVISION AND RADIO) | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $100,000 |
| MAYORS FUND TO ADVANCE NEW YORK CITY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $100,000 |
| ALL HALLOWS FOUNDATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| ALL STAR CODE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| AUDOBON SOCIETY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| AUTISM SPEAKS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| CARNEGIE HALL SOCIETY INC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $200,000 |
| CHESS-IN-THE-SCHOOLS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| CIA OFFICERS MEMORIAL FOUNDATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| CITIZENS COMMITTEE FOR NEW YORK CITY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $20,000 |
| CITY YEAR INC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| COMMITTEE TO PROTECT JOURNALISTS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| CONSERVATION INTERNATIONAL | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $15,000 |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $100,000 |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $200,000 |
| CSFORALL | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| ELDRIDGE STREET MUSEUM | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| GUILD HALL OF EAST HAMPTON | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| HARLEM EDUCATIONAL ACTIVITIES | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| JBI INTERNATIONAL | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $100,000 |
| LENOX HILL NEIGHBORHOOD HOUSE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| LUPUS RESEARCH ALLIANCE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| MUNICIPAL ART SOCIETY OF NEW YORK | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| NATIONAL PUBLIC RADIO FOUNDATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| NEW YORK CITY PARTNERSHIP (PARTNERSHIP FOR NEW YORK CITY) | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $30,000 |
| NEW YORK LAW SCHOOL CENTER FOR NEW YORK CITY LAW | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| NEW YORK RUGBY CLUB | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $7,500 |
| NINETY-SECOND STREET Y | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| PARTNERSHIP FOR PUBLIC SERVICE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $35,000 |
| PREP FOR PREP | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| PUBLIC ART FUND INC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| ROBIN HOOD FOUNDATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| SECOND STAGE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| SESAME WORKSHOP | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| STEADMAN PHILIPPON RESEARCH INSTITUTE STEADMAN HAWKINS FDN | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| STORY CORPS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| THE BONE MARROW FOUNDATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| THE FIRST TEE OF METROPOLITAN NEW YORK | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| THE MAIN IDEA | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $60,000 |
| THE MUSEUM OF MODERN ART | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $60,000 |
| THE NEW YORK PUBLIC LIBRARY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| THE SPINA BIFIDA ASSOCIATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| THE WHITNEY MUSEUM OF AMERICAN ART | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| THIRTEENWNET | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $150,000 |
| TRICKLE UP PROGRAM | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $15,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| YOUTH CONCERT ARTISTS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $20,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $400,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $5,000 |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $5,000 |
| CHELSEA PIERS SCHOLORSHIP FUND | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| CITIZENS BUDGET COMMITTEE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $26,000 |
| CLASSROOM INC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| INTERNATIONAL WOMEN'S HEALTH COALITION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| KIDSPIRIT | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| LINCOLN CENTER CONSOLIDATED CORP FUND | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $65,000 |
| MANHATTAN THEATRE CLUB INC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $15,000 |
| MOBILIZATION FOR JUSTICE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| NATIONAL CENTER ON ADDICTION & SUBSTANCE ABUSE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| NEIGHBORHOOD COALITION FOR SHELTER INC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| NYC BALLET | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| PLANNED PARENTHOOD | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| PRISONER'S LEGAL SERVICES OF NEW YORK | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| RANDALL'S ISLAND PARK ALLIANCE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $15,000 |
| REFUGEES INTERNATIONAL | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $5,000 |
| SCAN | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $30,000 |
| SERIOUSFUN CHILDREN'S NETWORK (FORMERLY HOLE IN THE WALL CAMP) | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| THE AMERICA AGORA FOUNDATION (AMERICAN AGORA FOUNDATION) | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| THE BUONICONTI FUND | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| THE FRICK COLLECTION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $30,000 |
| THE NEW YORK PHILHARMONIC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| THE PUBLIC THEATRE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| THE ROCKEFELLER UNIVERSITY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $100,000 |
| US FRIENDS OF THE HOEDSPRUIT ENDANGERED SPECIES CENTRE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| AMERICAN FRIENDS OF ISRAEL MUSEUM - (FORMERLY AMERICAN ISRAEL MUSEUM) | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| ASIA SOCIETY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $30,000 |
| BENT ON LEARNING | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| BRANDEIS UNIVERSITY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| BROOKINGS INSTITUTION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $12,500 |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| CANCER RESEARCH INSTITUTE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| CARAMOOR CENTER FOR MUSIC AND THE ARTS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| CARE USA | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| CARINGKIND | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $5,000 |
| CARTER BURDEN NETWORK | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $5,000 |
| CENTER FOR EDUCATIONAL INNOVATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $15,000 |
| CITIZENS COMMITTEE FOR CHILDREN | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| CONCORD COALITION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| FACING HISTORY AND OURSELVES | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $100,000 |
| FOUR FREEDOMS PARK CONSERVANCY INC (FORMERLY FRANKLIN DE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| GLOBAL FUND FOR CHILDREN | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $20,000 |
| HARVARD UNIVERSITY VILLA I TATTI | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| HUMAN RIGHTS FIRST (FORMERLY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| INNER CITY SCHOLARSHIP FUND INC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $15,000 |
| LENOX HILL HOSPITAL | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $15,000 |
| MEDECINS SANS FRONTIERS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER EVELYN LAUDER BREAST CE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| MENTORTHE NATIONAL MENTORING PARTNERSHIP (FORMERLY ONE TO ONE) | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| METROPOLITAN OPERA GUILD | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| MONTEFIORE MEDICAL CENTER | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| MUSEUM OF THE MOVING IMAGE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY NEW YORK CITY CHAPTER | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| NEW HEIGHTS YOUTH INC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| NEW VISIONS FOR PUBLIC SCHOOLS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| NEW YORK BOTANICAL GARDENS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| NEW YORKERS FOR CHILDREN | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $5,000 |
| NORTHSIDE CENTER FOR DEVELOPMENT | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| PEN | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $20,000 |
| PUBLICOLOR | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| ROSENTHAL CENTER FOR ADDICTION STUDIES | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| TEACH AMERICA | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| THE BASEBALL HALL OF FAME | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| THE CLINTON FOUNDATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $100,000 |
| THE EAST HARLEM SCHOOL | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| THE HOSPITAL FOR SPECIAL SURGERY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| THE HOSPITAL FOR SPECIAL SURGERY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| THE MORGAN LIBRARY AND MUSEUM (FORMLERY PIERPONT MO | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| THE MOUNT SINAI MEDICAL CENTER | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| THE PAUL ROBERT CAREY FOUNDATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| THE PLAYWRIGHTS HORIZONS INC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| THE WILDERNESS SOCIETY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| UNITED NATIONS ASSOCIATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| UNITED NEIGHBORHOOD HOUSES | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| WNYC RADIO | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $35,000 |
| THE ALFRED E SMITH MEMORIAL FOUNDATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| SHED NYC INC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $15,000 |
| BACKPACKS FOR THE STREET | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $7,500 |
| BARD PRISON INITIATIVE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $15,000 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| CARNEGIE HALL | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $125,000 |
| CENTER FOR HEARING AND COMMUNICATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $20,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| CENTER FOR URBAN FUTURE NYC FUTURE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| CENTRAL PARK CONSERVATORY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $100,000 |
| CHILDREN'S MUSEUM OF MANHATTAN | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $100,000 |
| CHRILDREN'S RIGHTS INC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| CITIZENS UNION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| COLD SPRING HARBOR LABORATORY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $65,000 |
| COLUMBIA LAND CONSERVANCY INC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| DEPRESSION AND BIPOLAR SUPPORT ALLIANCE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| EAST HAMPTON HISTORICAL SOCIETY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| ENDEAVOR GLOBAL | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| FACING HISTORY AND OURSELVES | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| FEDCAP GROUP THE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| FIRST RESPONDERS CHILDREN'S FOUNDATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| FOOD BANK FOR NYC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $7,500 |
| GILDA'S CLUB NYC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $5,000 |
| GLOBAL KIDS INC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| GOD'S LOVE WE DELIVER | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $7,500 |
| GROWNYC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| GUIDE DOG FOUNDATION FOR BLIND | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| IFAR | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| INNOCENCE PROJECT | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| INSTITUTE FOR CIVIC LEADERSHIP | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $20,000 |
| INTERNATIONAL APHASIA MOVEMENT | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $5,000 |
| ISRAEL POLICY FORUM | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| LIGHTHOUSE GUILD | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| LITERACY PARTNERS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| LUNG CANCER RESEARCH FOUNDATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| MALARIA NO MORE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| MEMORIAL SLOAN KETTERING - CO SHUMAN FUND | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| NEW YORK CITY CHILDREN'S THEATER | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| NEW YORK LANDMARK CONSERVANCY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| NEW YORK PRESBYTERIAN WEILL CORNELL | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| NEW YORK UNIVERSITY (GLOBAL BEAT) | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $15,000 |
| NEW YORK UNIVERSITY LANGONE MEDICAL CENTER | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| NOLS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| OMNIUM CIRCUS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| PARK AVENUE ARMORY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| PIONEER WORKS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| PLOUGHSHARES FUND | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| PRIMARY STAGES | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| PROPUBLICA | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| PUBLICOLOR | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $40,000 |
| PUBLICOLOR | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| REEL FATHERS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| REVEAL FROM THE CENTER FOR INVESTIGATIVE REPORTING | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| ROUNDABOUT THEATRE COMPANY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| SECOND STAGE THEATER | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| SERVICES FOR THE UNDERSERVED | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| SING FOR HOPE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| STORY CORPS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| STORY CORPS | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $50,000 |
| TEAM FIRST | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $7,500 |
| THE ALEX FOUNDATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| THE ARMORY FOUNDATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $7,500 |
| THE BAIL PROJECT | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| THE BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| THE COMMON GOOD | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| THE DOE FUND | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $25,000 |
| THE DRAWING CENTER | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| THE FORTUNE SOCIETY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $15,000 |
| THE FRICK COLLECTION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| THE GIFT OF CHESS INC | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| THE LEGAL AID SOCIETY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| THE MARKUP | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| THE MUSEUM OF MODERN ART | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $15,000 |
| THE ROCKEFELLER UNIVERSITY | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $100,000 |
| THE WHITNEY MUSEUM OF AMERICAN ART | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $20,000 |
| US CHESS FEDERATION | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| US CHESS SCHOOL | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| VISITING NURSES OF AMERICA | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| WARRIER-SCHOLAR PROJECT | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $10,000 |
| WESTCHESTER COMMUNITY COLLEGE FUND | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $15,000 |
| WNYC - CAMPAIGN FOR PUBLIC RADIO | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $100,000 |
| YOUNG INVINCIBLES | |||||||
| ON FILE | ON FILE | NY | 11797 | NONE | 501 (C)(3) | CHARITABLE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,491,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $858,083 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $622,557 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,997,775 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $665,697 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,468,280 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,288,254 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,324,138 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,612,392 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $53,404 | Amt |
| Net Investment Income | $18,691 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,713 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAUPOST PARTNERS | AT COST | $53,381,404 | $56,648,196 |
| PRAIRE PROVIDENT RES INC | AT COST | $266,167 | $47,247 |
| TOROSO INVESTMENTS | AT COST | $396,788 | $412,675 |
| GOLUB CAPITAL PARTNERS | AT COST | $17,223,556 | $17,979,230 |
| 11 CAPITAL ONSHORE FUND LP | AT COST | $4,893,172 | $5,389,665 |
| ELLIOT INTERNATIONAL LIMITED | AT COST | $0 | $29,655,160 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NON DEDUCTIBLE EXPENSE FROM K-1'S | $2,438 | $0 | $0 |
| OFFICE EXPENSES | $14,172 | $4,962 | $9,210 |
| PORTFOLIO DEDUCTIONS FROM K-1'S | $251,266 | $251,266 | $0 |
| TRADER DEDUCTIONS FROM K-1'S | $497,662 | $497,662 | $0 |
| OIL AND GAS DEPLETION FROM K-1'S | $45,439 | $45,439 | $0 |
| INVESTMENT ADVISORY FEES FROM BOA | $107,084 | $107,084 | $0 |
| PENALTIES AND INTEREST | $2,460 | $0 | $0 |
| CONTRIBUTION EXPENSE | $511 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PORTFOLIO INCOME FROM K-1'S | $2,607,904 | $2,607,904 | $2,607,904 |
| ORDINARY INCOME FROM K-1'S | $167,361 | $167,361 | $167,361 |
| ROYALTY INCOME FROM K-1'S | $82,269 | $82,269 | $82,269 |
| RENTAL LOSS FROM K-1'S | -$208,603 | -$208,603 | -$208,603 |
| INVESTMENT INCOME | $1,970,668 | $1,970,668 | $1,970,668 |
| TAX REFUND | $733 | $733 | $733 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $32,750 | Amt |
| Net Investment Income | $11,463 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,287 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $292 | $0 | $0 |
| FOREIGN TAXES FROM K-1'S | $32,999 | $32,999 | $0 |
| STATE TAXES | $1,880 | $1,880 | $0 |