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SCHERMAN FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SCHERMAN FOUNDATION INC (EIN 13-6098464)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202213189349103036
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T11:50:39-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271728945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 MAMARONECK AVENUEAddressLine1Txt
CityHARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP105281633ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136098464EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SCHERMAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCHEBusinessNameControlTxt
Phone2128323086PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 EAST 52ND ST 601AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100225306ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMITCHELL PRATTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2128323086PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMITCHELLPersonFirstNm
Person LastPRATTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER PETERMANNPreparerPersonNm
PTINP00097440PTIN
Phone9143818900PhoneNum
Preparation2022-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$154,968,801FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,911,706DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,911,172DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,675,684NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$32,181,711GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,623,996CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$797,791OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$667,846OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$15,385,190TotalRevAndExpnssAmt
Total Net Invst Incm$15,203,023TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$563,682CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$66,636CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$497,046CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$208,387PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$24,634PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$183,753PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,915LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$3,915LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$17,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$16,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$231,035OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$144,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$87,035OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$51,977InterestRevAndExpnssAmt
Interest Net Invst Incm$50,863InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$108,168TaxesRevAndExpnssAmt
Taxes Net Invst Incm$103,168TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$141,462OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$16,723OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$124,739OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,832TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,832TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$610,065OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$559,826OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$34,908OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,938,023TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$965,850TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$949,728TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,706,165ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,706,165ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,644,188TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$965,850TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,655,893TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,741,002ExcessRevenueOverExpensesAmt
Net Investment Income$14,237,173NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$129,018CashBOYAmt
Cash EOY$1,290,870CashEOYAmt
Cash EOYFMV$1,290,870CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,949,316SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,144,021SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,144,021SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$104,896,970OtherInvestmentsBOYAmt
Other Investments EOY$108,281,415OtherInvestmentsEOYAmt
Other Investments EOYFMV$146,533,910OtherInvestmentsEOYFMVAmt
Total Assets BOY$108,975,304TotalAssetsBOYAmt
Total Assets EOY$116,716,306TotalAssetsEOYAmt
Total Assets EOYFMV$154,968,801TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$108,975,304NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$116,716,306NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$108,975,304TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$116,716,306TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$108,975,304TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$116,716,306TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$108,975,304TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,741,002ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$116,716,306SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$116,716,306TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUNDP$1,500$1,500$1,500
OAKMARK SELECT FUND INVESTOR CLASSP$3,750,000$1,709,592$1,709,592$2,040,408
STONERIDGE REINSURANCE RISK PREM INTVLP$287,927-$40,360-$40,360$328,287
VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRALP$3,000,000$421,594$421,594$2,578,406
VANGUARD INTERMEDIATE-TERM BOND INDEX ADMIRALP$2,000,000$80,251$80,251$1,919,749
XTRACKERS MSCI EAFE HEDGED EQUITY ETFP$3,715,867$308,450$308,450$3,407,417
TOUCHSTONE LARGE COMPANY GROWTH FUND CLASS INSTITUTIONALP$3,800,000$1,951,589$1,951,589$1,848,411
ACCOLADE PARTNERS GROWTH I, L.P.P$66,689$66,689
ACCOLADE PARTNERS V, L.P.P$557,041$557,041
ACCOLADE PARTNERS VI, L.P.P$293,468$293,468
ACCOLADE PARTNERS VII, L.P.P$61,752$61,752
ACCOLADE PARTNERS VIII, L.P.P$5,252$5,252
AETHER REAL ASSETS II, L.P.P$52,044$52,044
AVIVA INVESTORS FUNDS SPC LTD.P$113,174$113,174
AXIOM GLOBAL EQUITY FUNDP$3,139,660$3,139,660
BENEFIT STREET PARTNERSP-$13,719-$13,719
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, L.P.P$338,949$338,949
GQG PARTNERS GLOBAL EQUITY FUNDP$1,064,369$1,064,369
LL MORTGAGE FUND, L.P.P$45,387$45,387
MERCED PARTNERS IV, L.P.P-$230,241-$230,241
PERMIT CAPITAL MORTGAGE FUND, L.P.P$20,137$20,137
ROSE AFFORDABLE HOUSING PERSERVATION FUND IV REIT, L.P.P$808$808
RYDER COURT GLOBAL EMERGING OPPORTUNITIES FUNDP$42,347$42,347
SOMERSET SMALL MID CAP EM ALL COUNTRY FUND LLCP$168,237$168,237
THE HIGHCLERE INTERNATIONAL INVESTORS SMID FUNDP$1,001,851$1,001,851
WELLINGTON CTF EMERGING MARKETS OPPORTUNITIES PORTFOLIOP$667,311$667,311
WELLINGTON GLOBAL RESEARCH EQUITY EXTENDED FUND L.PP$23,665$23,665
TRUE GREEN CAPITAL LEVERAGED FEEDER FUND III, L.PP$202,314$0$0$202,314
COATUE GROWTH V OFFSHORE FEEDER FUND LPP$11,240$0$0$11,240
SOMERSET EMERGING MARKETS SMALL CAP FUND LLCP$12,474$12,474
ULTRA CAPITAL SUSTAINABLE INFRASTRUCTURE TE FEEDER FUND II, L.P.P-$7,046-$7,046
CAPITAL GAINS DIVIDENDSP$767,771$767,771$767,771
FieldValueIRS element (for citing)
Capital Gain Net Income$12,623,996CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$197,897InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$197,897SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$197,897TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$131,973EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$40,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$171,973TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$53EsPenaltyAmt
Tax Due$25,977TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SCHERMAN.ORGWebsiteAddressTxt
Individual With BooksCATHERINE PORTERIndividualWithBooksNm
Phone2128323086PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116 EAST 52ND ST STE 601AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100225306ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR KAREN R SOLLINS
16 E 52ND ST STE 601NEW YORKNY100225306DIR, BOARD CHAIR-RESIGNED MAY 20212.00$0$0$0
SUSANNA BERGTOLD
16 E 52ND ST STE 601NEW YORKNY100225306DIR, SECRETARY-RESIGNED DECEMBER 20212.00$0$0$0
RINI BANERJEE
16 E 52ND ST STE 601NEW YORKNY100225306DIRECTOR, TREASURER2.00$0$0$0
AMY BERGTOLD
16 E 52ND ST STE 601NEW YORKNY100225306DIRECTOR2.00$0$0$0
HILLARY BROWN
16 E 52ND ST STE 601NEW YORKNY100225306DIRECTOR2.00$0$0$0
MIRIAM BUHL ESQ
16 E 52ND ST STE 601NEW YORKNY100225306DIRECTOR2.00$0$0$0
STEVEN K CHOI
16 E 52ND ST STE 601NEW YORKNY100225306DIRECTOR2.00$0$0$0
DAVID R JONES
16 E 52ND ST STE 601NEW YORKNY100225306DIRECTOR-RESIGNED DECEMBER 20212.00$0$0$0
MILES S RAPOPORT
16 E 52ND ST STE 601NEW YORKNY100225306DIRECTOR2.00$0$0$0
MARIANNA SCHAFFER
16 E 52ND ST STE 601NEW YORKNY100225306DIR, BOARD CHAIR-ELECTED JUNE 20212.00$0$0$0
DR PETER K SOLLINS
16 E 52ND ST STE 601NEW YORKNY100225306DIRECTOR, SECRETARY-ELECTED JUNE 20212.00$0$0$0
JOHN WROCLAWSKI
16 E 52ND ST STE 601NEW YORKNY100225306DIRECTOR-RESIGNED JUNE 20212.00$0$0$0
MITCHELL C PRATT
16 E 52ND ST STE 601NEW YORKNY100225306PRESIDENT40.00$295,000$78,261$1,200

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
CATHERINE PORTER
16 E 52ND ST STE 601NEW YORKNY100225306DIRECTOR OF OPERATIO40.00$111,930$52,715$2,187
NAICHE PARKER
16 E 52ND ST STE 601NEW YORKNY100225306GRANTS & COMMUNICATI40.00$78,815$21,700$2,032
ALEXA AVILES
16 E 52ND ST STE 601NEW YORKNY100225306PROGRAM DIRECTOR40.00$51,271$5,808$1,200
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAMBRIDGE ASSOCIATES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 HIGH STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORY FEESServiceTypeTxt
Compensation$144,000CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$145,997,659AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,123,531AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$150,121,190TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$150,121,190AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,251,818CashDeemedCharitableAmt
Net Vl Noncharitable Assets$147,869,372NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,393,469MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,393,469MinimumInvestmentReturnAmt
Tax Based On Investment Income$197,897TaxBasedOnInvestmentIncomeAmt
Income Tax$16,564IncomeTaxAmt
Total Tax$214,461TotalTaxAmt
Distributable Before Adj$7,179,008DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,179,008DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,179,008DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,655,893ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,655,893QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,179,008DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$156,183ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$157,487ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$313,670TotalExcessDistributionCyovAmt
Qualifying Distributions$6,655,893QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,655,893AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$313,670ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$313,670ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$209,445UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDR KAREN R SOLLINSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonNAICHE PARKERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line116 E 52ND ST STE 601AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2128323086RecipientPhoneNum
Recipient Email AddressINFO@SCHERMAN.ORGRecipientEmailAddressTxt
Form And Info And MaterialsPLEASE SEE OUR GRANT GUIDELINES ON OUR WEBSITE - HTTPS://WWW.SCHERMAN.ORG/HOW-TO-APPLYFormAndInfoAndMaterialsTxt
Submission DeadlinesCORE FUND LOIS ARE ACCEPTED ON A ROLLING BASIS AND REVIEWED QUARTERLYSubmissionDeadlinesTxt
Restrictions On AwardsPLEASE SEE OUR GRANT GUIDELINES ON OUR WEBSITE - HTTPS://WWW.SCHERMAN.ORG/HOW-TO-APPLYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (166 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
350ORG
PO BOX 843004BOSTONMA022843004N/APCGENERAL OPERATING SUPPORT$70,000
ADVOCATES FOR CHILDREN OF NEW YORK
151 WEST 30TH STREET 5TH FLOORNEW YORKNY10001N/APCGENERAL OPERATING SUPPORT$258
ADVOCATES FOR YOUTH
1325 G STREET NW SUITE 980WASHINGTONDC20005N/APCGENERAL OPERATING SUPPORT$50,000
AFRICAN COMMUNITIES TOGETHER
127 WEST 127TH STREET SUITE 221NEW YORKNY10027N/APCNEW IMMIGRATION BOND CAMPAIGN$95,000
ALLIANCE FOR JUSTICE
11 DUPONT CIRCLE NW SUITE 500WASHINGTONDC20036N/APCGENERAL OPERATING SUPPORT$50,000
ALLIANCE OF FAMILIES FOR JUSTICE
8 WEST 126TH STREET 3RD FLOORNEW YORKNY10027N/APCGENERAL OPERATING SUPPORT$50,000
ALLIANCE OF RESIDENT THEATRESNEW YORK
520 EIGHTH AVENUE SUITE 319NEW YORKNY10018N/APCGENERAL OPERATING SUPPORT$409
ALTERNATIVES FOR COMMUNITY AND ENVIRONMENT (ACE)
2201 WASHINGTON STREETROXBURYMA02119N/APCGENERAL OPERATING SUPPORT$50,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY10004N/APCREPRODUCTIVE FREEDOM PROJECT$75,000
APPALACHIAN VOICES
589 WEST KING STREETBOONENC28607N/APCGENERAL OPERATING SUPPORT$50,000
ARAB AMERICAN ASSOCIATION OF NY INC
7111 5TH AVENUEBROOKLYNNY11209N/APCGENERAL OPERATING SUPPORT$100
ARTICHOKE DANCE COMPANY
121 STERLING PLACEBROOKLYNNY11217N/APCGENERAL OPERATING SUPPORT$100
ARTS ON SITE NYC
12 ST MARKS PLACE 3FNEW YORKNY10003N/APCGENERAL OPERATING SUPPORT$250
ASIAN PACIFIC ENVIRONMENTAL NETWORK (APEN)
426 17TH STREET SUITE 500OAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$70,000
ASSOCIATION FOR NEIGHBORHOOD & HOUSING DEVELOPMENT (ANHD)
50 BROAD STREET STE 1402NEW YORKNY10004N/APCRIGHT TO A ROOF$100,000
ASSOCIATION FOR NEIGHBORHOOD & HOUSING DEVELOPMENT (ANHD)
50 BROAD STREET SUITE 1402NEW YORKNY10004N/APCGENERAL OPERATING SUPPORT$78
ATLANTIC THEATER COMPANY
76 NINTH AVENUE SUITE 313NEW YORKNY10011N/APCGENERAL OPERATING SUPPORT$15,000
AUDRE LORDE PROJECT
85 SOUTH OXFORD STREETBROOKLYNNY11217N/APCGENERAL OPERATING SUPPORT$85
BALLET HISPANICO OF NEW YORK
167 WEST 89TH STREETNEW YORKNY10024N/APCGENERAL OPERATING SUPPORT$30,000
BANG GROUP INC
131 PERRY STREETNEW YORKNY10014N/APCGENERAL OPERATING SUPPORT$250
BIODIVERSITY FUNDERS GROUP
PO BOX 29361SAN FRANCISCOCA94129N/APCCLIMATE AND ENERGY FUNDERS GROUP$2,000
BRANDWORKERS
PO BOX 1257LONG ISLAND CITYNY11101N/APCGENERAL OPERATING SUPPORT$104
BRONXWORKS
60 EAST TREMONT AVENUEBRONXNY10453N/APCGENERAL OPERATING SUPPORT$200
BVM CAPACITY BUILDING INSTITUTE
3645 MARKETPLACE BOULEVARD SUITEEAST POINTGA30344N/APCGENERAL OPERATING SUPPORT$75,000130-209
CAAAV ORGANIZING ASIAN COMMUNITIES
55 HESTER STREETNEW YORKNY10002N/APCGENERAL OPERATING SUPPORT$55,000
CAMBA
1720 CHURCH AVENUEBROOKLYNNY11226N/APCGENERAL OPERATING SUPPORT$100
CENTER FOR CONSTITUTIONAL RIGHTS
666 BROADWAY 7TH FLOORNEW YORKNY10012N/APCGENERAL OPERATING SUPPORT$70,000
CENTER FOR FAMILY LIFE IN SUNSET PARK
443 39TH STREETBROOKLYNNY11232N/APCGENERAL OPERATING SUPPORT$100
CENTER FOR POPULAR DEMOCRACY
449 TROUTMAN ST SUITE ABROOKLYNNY11237N/APCGENERAL OPERATING SUPPORT$100,000
CENTER FOR POPULAR DEMOCRACY
449 TROUTMAN STREET SUITE ABROOKLYNNY11237N/APCLOCAL PROGRESS$40,000
CENTER FOR TRADITIONAL MUSIC AND DANCE
32 BROADWAY SUITE 1314NEW YORKNY10004N/APCGENERAL OPERATING SUPPORT$25,000
CERES
99 CHAUNCY STREET 6TH FLBOSTONMA02111N/APCGENERAL OPERATING SUPPORT$40,000
CERES
99 CHAUNCY STREET 6TH FLOORBOSTONMA02111N/APCGENERAL OPERATING SUPPORT$495
CHHAYA COMMUNITY DEVELOPMENT CORPORATION
37-43 77TH STREETJACKSON HEIGHTSNY11372N/APCADVOCACY AND ORGANIZING$50,000
CITY LIMITS
8 WEST 126TH STREET 3RD FLOORNEW YORKNY10027N/APCGENERAL OPERATING SUPPORT$40,000
CITY LORE
56 E FIRST STREETNEW YORKNY10003N/APCGENERAL OPERATING SUPPORT$30,000
CLIMATE JUSTICE ALLIANCE
PO BOX 10202BERKELEYCA94709N/APCGENERAL OPERATING SUPPORT$70,000
COMMON CAUSE EDUCATION FUND
805 15TH STREET NW SUITE 800WASHINGTONDC20005N/APCGENERAL OPERATING SUPPORT$250
COMMUNITY DEVELOPMENT PROJECT INC (DBA TAKEROOT JUSTICE)
123 WILLIAM STREET 16TH FLOORNEW YORKNY10038N/APCRESEARCH AND POLICY INITIATIVE$50,000
COMMUNITY FUNDS INC (THE NEW YORK COMMUNITY TRUST)
909 THIRD AVENUE 22ND FLOORNEW YORKNY10022N/APCNYC VOTER TURNOUT FUND$50,000
COMMUNITY VOICES HEARD
115 EAST 106TH STREET 3RD FLOORNEW YORKNY10029N/APCGENERAL OPERATING SUPPORT$70,000
CONCRETE TEMPLE THEATRE
211 EAST 14TH STREETNEW YORKNY10003N/APCGENERAL OPERATING SUPPORT$100
CONNECTICUT CITIZEN RESEARCH GROUP INC
30 ARBOR STREET SUITE 107HARTFORDCT06106N/APCGENERAL OPERATING SUPPORT$2,500
CONSERVATION LAW FOUNDATION
62 SUMMER STREETBOSTONMA02110N/APCENVIRONMENTAL JUSTICE PROGRAM$40,000
CREATIVE ARTS TEAM INC
101 WEST 31ST STREET 6TH FLOORNEW YORKNY10001N/APCGENERAL OPERATING SUPPORT$500
CREATIVE CAPITAL
15 MAIDEN LANE 18TH FLOORNEW YORKNY10038N/APCARTIST-DRIVEN ENGAGEMENT STRATEGY$102,000
DANCE SERVICE NEW YORK CITY (DANCENYC)
218 EAST 18TH STREET GROUND FLOORNEW YORKNY10003N/APCGENERAL OPERATING SUPPORT$50,000
DRUM-DESIS RISING UP & MOVING
72-18 ROOSEVELT AVEJACKSON HEIGHTSNY11372N/APCGENERAL OPERATING SUPPORT$50,000
EL PUENTE
211 SOUTH 4TH STREETNEW YORKNY11217N/APCGENERAL OPERATING SUPPORT$50,000
EN GARDE ARTS
322 8TH AVENUE 21ST FLOORNEW YORKNY10001N/APCGENERAL OPERATING SUPPORT$50
ENCAMPMENT FOR CITIZENSHIP
PO BOX 1210APTOSCA950011210N/APCGENERAL OPERATING SUPPORT$2,500
ENVIRONMENTAL ADVOCATES OF NEW YORK
353 HAMILTON STREETALBANYNY12210N/APCGENERAL OPERATING SUPPORT$60,000
ENVIRONMENTAL ADVOCATES OF NEW YORK
353 HAMILTON STREETALBANYNY12210N/APCGENERAL OPERATING SUPPORT$1,000
ENVIRONMENTAL GRANTMAKERS ASSOCIATION (EGA)
475 RIVERSIDE DRIVE SUITE 960NEW YORKNY10115N/APCGENERAL OPERATING SUPPORT$6,764
EPIC
1519 NEW HAMPSHIRE AVE NWWASHINGTONDC20036N/APCGENERAL OPERATING SUPPORT$55,000
ETHEL'S FOUNDATION FOR THE ARTS
697 3RD AVENUE 213NEW YORKNY10017N/APCGENERAL OPERATING SUPPORT$20,000
EVERY VOICE CENTER
236 9TH STREET SEWASHINGTONDC20003N/APCSTATE DEMOCRACY PROJECT$60,000
EXALT
17 BATTERY PLACE SUITE 307NEW YORKNY10004N/APCGENERAL OPERATING SUPPORT$500
FAIR FIGHT ACTION
1270 CAROLINE STREET SUITE D120-430ATLANTAGA30307N/ANCCHARITABLE PRIMARY PURPOSE FUND$75,000
FIRST NATIONS DEVELOPMENT INSTITUTE
2432 MAIN STREET 2ND FLOORLONGMONTCO80501N/APCGENERAL OPERATING SUPPORT$50
FLORIDA RISING (DBA NEW FLORIDA MAJORITY EDUCATION FUND INC)
10800 BISCAYNE BLVD STE 1050MIAMIFL331617566N/APCGENERAL OPERATING SUPPORT$100,000
FUND FOR CONSTITUTIONAL GOVERNMENT
122 MARYLAND AVENUE NEWASHINGTONDC20002N/APCOPENTHEGOVERNMENT.ORG$50,000
FUND FOR THE CITY OF NEW YORK
121 AVENUE OF THE AMERICAS 6THNEW YORKNY10013N/APCRIGHT TO COUNSEL NYC COALITION$150,000FLOOR
FUNDERS FOR REPRODUCTIVE EQUITY
PO BOX 750ROCKVILLEMD20848N/APCGENERAL OPERATING SUPPORT$4,000
GIRLS FOR GENDER EQUITY
25 CHAPEL STREETBROOKLYNNY11201N/APCGENERAL OPERATING SUPPORT$50,000
GIRLS FOR GENDER EQUITY
25 CHAPEL STREET SUITE 1006NEW YORKNY11201N/APCGENERAL OPERATING SUPPORT$50
GOOD OLD LOWER EAST SIDE (GOLES)
169 AVENUE BNEW YORKNY10009N/APCGENERAL OPERATING SUPPORT$70,000
GRANTMAKERS IN THE ARTS
522 COURTLANDT AVENUE 1ST FLOORBRONXNY10451N/APCGENERAL OPERATING SUPPORT$550
GREENPEACE FUND
702 H ST NW STE 300WASHINGTONDC20895N/APCCLIMATE CAMPAIGN$75,000
HARLEM STAGE
150 CONVENT AVENUENEW YORKNY10034N/APCGENERAL OPERATING SUPPORT$30,000
HENRY STREET SETTLEMENT
265 HENRY STREETNEW YORKNY10002N/APCGENERAL OPERATING SUPPORT$100
HI-ARTS
215 EAST 99TH STREETNEW YORKNY10029N/APCGENERAL OPERATING SUPPORT$2,500
HOME FOR CONTEMPORARY THEATRE & ART (DBA HERE)
145 SIXTH AVENUENEW YORKNY10013N/APCGENERAL OPERATING SUPPORT$35,000
HOME FOR CONTEMPORARY THEATRE & ART (DBA HERE)
145 SIXTH AVENUENEW YORKNY10013N/APCGENERAL OPERATING SUPPORT$150
HOUR CHILDREN
36-11 12TH STREETLONG ISLAND CITYNY11106N/APCGENERAL OPERATING SUPPORT$154
IFWHENHOW
1714 FRANKLIN STREET 100-393OAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$50,000
ISSUE ONE
1401 K STREET NWWASHINGTONDC20005N/APCGENERAL OPERATING SUPPORT$50,000
JACK ARTS INC
18 PUTNAM AVENUEBROOKLYNNY11238N/APCGENERAL OPERATING SUPPORT$100
JUSTICE COMMITTEE
3440 79TH STREET SUITE 3GJACKSON HEIGHTSNY11372N/APCGENERAL OPERATING SUPPORT$254
JUSTICE FOR FAMILIES
2090 HONEYWELL AVENUEBRONXNY10460N/APCGENERAL OPERATING SUPPORT$50
KATAL CENTER FOR HEALTH EQUITY AND JUSTICE
147 PRINCE STBROOKLYNNY11201N/APCGENERAL OPERATING SUPPORT$50,000
LA MAMA EXPERIMENTAL THEATRE CLUB INC
74 EAST 4TH STREETNEW YORKNY10003N/APCGENERAL OPERATING SUPPORT$150
MAKE THE ROAD NEW YORK
301 GROVE STREETBROOKLYNNY11237N/APCGENERAL OPERATING SUPPORT$275
MIDWEST ACADEMY
53 WEST JACKSON BOULEVARD SUITECHICAGOIL60604N/APCGENERAL OPERATING SUPPORT$5001634
MONTELLO FOUNDATION
195 CHRYSTIE STREET SUITE 809HNEW YORKNY10002N/APCGENERAL OPERATING SUPPORT$100
MORNINGSIDE CENTER FOR TEACHING SOCIAL RESPONSIBILITY
475 RIVERSIDE DRIVE 550NEW YORKNY10115N/APCGENERAL OPERATING SUPPORT$159
MOTHERS OUT FRONT
PO BOX 55071 23686BOSTONMA02205N/APCNEW YORK STATE ORGANIZING$25,000
MOVEMENT RESEARCH
150 FIRST AVENUENEW YORKNY10009N/APCPRE-PRODUCTION RESIDENCY PROGRAM$125,000
NATIONAL ADVOCATES FOR PREGNANT WOMEN
875 6TH AVENUE SUITE 1807NEW YORKNY10001N/APCGENERAL OPERATING SUPPORT$60,000
NATIONAL ASIAN PACIFIC AMERICAN WOMEN'S FORUM
PO BOX 13255CHICAGOIL60613N/APCGENERAL OPERATING SUPPORT$10,000
NEIGHBORHOOD FUNDERS GROUP
300 FRANK H OGAWA PLAZA SUITE 700OAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$5,500
NEW ECONOMY PROJECT
121 WEST 27TH STREET SUITE 804NEW YORKNY10001N/APCGENERAL OPERATING SUPPORT$50,000
NEW ECONOMY PROJECT
121 WEST 27TH STREET SUITE 804NEW YORKNY10001N/APCPUBLIC BANK NYC$92,000
NEW IMMIGRANT COMMUNITY EMPOWERMENT (NICE)
71-29 ROOSEVELT AVENUE 2ND FLOORJACKSON HEIGHTSNY11372N/APCGENERAL OPERATING SUPPORT$55,000
NEW VENTURE FUND
1201 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036N/APCCLIMATE & CLEAN ENERGY EQUITY FUND$200,000300
NEW YORK COMMUNITIES ORGANIZING FUND INC (NYCOFI)
470 VANDERBILT 9TH FLOORBROOKLYNNY11238N/APCGENERAL OPERATING SUPPORT$60,000
NEW YORK FESTIVAL OF SONG INC
209 WEST 29TH STREET 6108NEW YORKNY10001N/APCGENERAL OPERATING SUPPORT$20,000
NEW YORK FOUNDATION
150 WEST 30TH STREET SUITE 1401NEW YORKNY10001N/APFNEIGHBORHOODS FIRST FUNDERS STAFF HEALING FUND$20,000
NEW YORK FOUNDATION
150 WEST 30TH STREET SUITE 1401NEW YORKNY10001N/APFNY CAPACITY BUILDING COLLABORATIVE$10,000
NEW YORK FOUNDATION
150 WEST 30TH STREET SUITE 1401NEW YORKNY10001N/APFNEIGHBORHOODS FIRST FUND$75,000
NEW YORK LAWYERS FOR THE PUBLIC INTEREST
151 WEST 30TH STREET 11TH FLOORNEW YORKNY10001N/APCENVIRONMENTAL JUSTICE PROGRAM$75,000
NEW YORK LAWYERS FOR THE PUBLIC INTEREST
151 WEST 30TH STREET 11TH FLOORNEW YORKNY10001N/APCPEAK ENERGY ALTERNATIVE KILOWATTS (PEAK)$150,000
NEW YORK PUBLIC INTEREST RESEARCH GROUP FUND (NYPIRG)
9 MURRAY STREET LOWER LEVELNEW YORKNY10007N/APCSTRAPHANGERS CAMPAIGN$25,000
NEW YORK STATE YOUTH LEADERSHIP COUNCIL
168 CANAL STREET 6TH FLOORNEW YORKNY10013N/APCGENERAL OPERATING SUPPORT$100
NEW YORK THEATRE WORKSHOP
79 EAST 4TH STREETNEW YORKNY10003N/APCGENERAL OPERATING SUPPORT$35,000
NEW YORK WOMEN'S FOUNDATION
39 BROADWAY 23RD FLOORNEW YORKNY10006N/APCNYC FUND FOR GIRLS & YOUNG WOMEN OF COLOR$45,000
NONPROFIT NEW YORK
320 EAST 43RD STREET 3RD FLOORNEW YORKNY10017N/APCGENERAL OPERATING SUPPORT$4,000
NORTH STAR FUND
520 8TH AVENUE SUITE 1800NEW YORKNY10018N/APCLET US BREATHE FUND$100,000
NORTH STAR FUND
520 8TH AVENUE SUITE 1800NEW YORKNY10018N/APCGENERAL OPERATING SUPPORT$100
NORTH STAR FUND
520 8TH AVENUE SUITE 1800NEW YORKNY10018N/APCGENERAL OPERATING SUPPORT$500
NORTHEASTERN UNIVERSITY
716 COLUMBUS AVENUEBOSTONMA02120N/APCTO SUPPORT PROFESSOR FITZGERALD'S WORK ON ENVIRONMENTAL ACTIVISM AND ITS IMPACT ON CITY PLANNING$5,000
OPEN CHANNELS NEW YORK INC (DBA DIXON PLACE)
161A CHRYSTIE STREET GROUND FLOORNEW YORKNY10002N/APCGENERAL OPERATING SUPPORT$20,000
OPEN CHANNELS NEW YORK INC (DBA DIXON PLACE)
161A CHRYSTIE STREET GROUND FLOORNEW YORKNY10002N/APCGENERAL OPERATING SUPPORT$200
OPEN COLLECTIVE FOUNDATION
320 SOUTH LEMON AVENUE 3717WALNUTCA91789N/APCGENERAL OPERATING SUPPORT$1,000
OPERA AMERICA
330 7TH AVENUE 8TH FLOORNEW YORKNY10001N/APCARTIST DEVELOPMENT GRANTS$100,000
PERFORMANCE ZONE INC (DBA THE FIELD)
75 MAIDEN LANE SUITE 906NEW YORKNY10038N/APCGENERAL OPERATING SUPPORT$40,000
PHILANTHROPY NEW YORK
320 EAST 43RD STREETNEW YORKNY10017N/APCGENERAL OPERATING SUPPORT$11,050
PHILANTHROPY NEW YORK
320 EAST 43RD STREETNEW YORKNY10017N/APCFOUNDATIONS AT CITY HALL$25,000
PHYSICIANS FOR REPRODUCTIVE HEALTH
1430 BROADWAY SUITE 1614NEW YORKNY10018N/APCGENERAL OPERATING SUPPORT$50,000
PRATT INSTITUTE
200 WILLOUGHBY AVENUEBROOKLYNNY11205N/APCGENERAL OPERATING SUPPORT$1,000
PROGRESSIVE MULTIPLIER FUND
713 G ST SE SUITE 200WASHINGTONDC20003N/APCGENERAL OPERATING SUPPORT$100,000
PROJECT HOSPITALITY
100 PARK AVENUESTATEN ISLANDNY10302N/APCGENERAL OPERATING SUPPORT$200
PROJECT PROSPER OF FLORIDA
13575 58TH STREET N SUITE 107CLEARWATERFL33760N/APCGENERAL OPERATING SUPPORT$50
PROTECT DEMOCRACY
2020 PENNSYLVANIA AVENUE NW 163WASHINGTONDC20006N/APCGENERAL OPERATING SUPPORT$75,000
PUBLIC POLICY AND EDUCATION FUND
94 CENTRAL AVENUEALBANYNY12206N/APCNY BUDGET JUSTICE CAMPAIGN$100,000
PUBLIC POLICY AND EDUCATION FUND
94 CENTRAL AVENUEALBANYNY122063002N/APCALLIANCE FOR QUALITY EDUCATION$50,000
RAINFOREST ACTION NETWORK
425 BUSH STREET SUITE 300SAN FRANCISCOCA941083721N/APCCLIMATE AND ENERGY PROGRAM$60,000
REWIRENEWS
1765 GREENSBORO STATION PLACE 900MCLEANVA22102N/APCGENERAL OPERATING SUPPORT$40,000
RIDERS ALLIANCE
555 8TH AVENUE SUITE 1803NEW YORKNY10018N/APCGENERAL OPERATING SUPPORT$70,000
RIDERS ALLIANCE
555 8TH AVENUE SUITE 1803NEW YORKNY10018N/APCCONGESTION PRICING$25,000
RIVERSIDE LANGUAGE PROGRAM
270 WEST 89TH STREETNEW YORKNY10024N/APCGENERAL OPERATING SUPPORT$72
SEPA MUJER INC
110 NORTH OCEAN AVENUEPATCHOGUENY11772N/APCGENERAL OPERATING SUPPORT$50,000
SIGNATURE THEATRE COMPANY INC
480 WEST 42ND STREETNEW YORKNY10036N/APCGENERAL OPERATING SUPPORT$30,000
SOCIETY OF THE EDUCATIONAL ARTS (TEATRO SEA)
107 SUFFOLK STREET SUITE 202NEW YORKNY10002N/APCGENERAL OPERATING SUPPORT$350
SOCRATES SCULPTURE PARK
32-01 VERNON BOULEVARDLONG ISLAND CITYNY11106N/APCGENERAL OPERATING SUPPORT$750
SOHO REPERTORY THEATRE
401 BROADWAY SUITE 300NEW YORKNY10013N/APCGENERAL OPERATING SUPPORT$25,000
SOHO THINK TANK INC (DBA NEW OHIO THEATRE)
154 CHRISTOPHER STREET SUITE 1ENEW YORKNY10014N/APCGENERAL OPERATING SUPPORT$250
SOHO THINK TANK INC (DBA NEW OHIO THEATRE)
154 CHRISTOPHER STREET SUITE 1ENEW YORKNY10014N/APCGENERAL OPERATING SUPPORT$100
SOUTHSIDE UNITED HDFC
434 SOUTH 5TH STREETBROOKLYNNY11211N/APCGENERAL OPERATING SUPPORT$100
ST ANN'S WAREHOUSE
45 WATER STREETBROOKLYNNY11201N/APCGENERAL OPERATING SUPPORT$50,000
SUNRISE MOVEMENT EDUCATION FUND
50 F STREET NW SUITE 700WASHINGTONDC20001N/APCGENERAL OPERATING SUPPORT$70,000
SUNSET SPARK
PO BOX 320145BROOKLYNNY11232N/APCGENERAL OPERATING SUPPORT$50
TARGET MARGIN THEATER
232 52ND STREETBROOKLYNNY11220N/APCGENERAL OPERATING SUPPORT$100
THE BOWERY MISSION
355 LEXINGTON AVENUE 19TH FLOORNEW YORKNY10017N/APCGENERAL OPERATING SUPPORT$100
THE CRANE INSTITUTE OF SUSTAINABILITY INC
1 ELM STREETMANCHESTERMA019441314N/APCINTENTIONAL ENDOWMENTS NETWORK$1,250
THE DRAMA LEAGUE
32 AVENUE OF THE AMERICASNEW YORKNY10013N/APCGENERAL OPERATING SUPPORT$75
THE INTERNATIONAL RHINO FOUNDATION
201 MAIN STREET SUITE 2600FORT WORTHTX76102N/APCGENERAL OPERATING SUPPORT$50,000
THE NEW YORK IMMIGRATION COALITION
131 WEST 33RD STREET SUITE 610NEW YORKNY10001N/APCGENERAL OPERATING SUPPORT$100,000
THE NEW YORK IMMIGRATION COALITION
131 WEST 33RD STREET SUITE 610NEW YORKNY10001N/APCGENERAL OPERATING SUPPORT$1,000
THE NEW YORK SHAKESPEARE FESTIVAL (DBA THE PUBLIC THEATER)
425 LAFAYETTE STREETNEW YORKNY10003N/APCGENERAL OPERATING SUPPORT$40,000
THEATER LABRADOR INC (DBA NEW GEORGES)
222 BROADWAY 19TH FLOORNEW YORKNY10038N/APCGENERAL OPERATING SUPPORT$250
THEATER LABRADOR INC (DBA NEW GEORGES)
222 BROADWAY 19TH FLOORNEW YORKNY10038N/APCGENERAL OPERATING SUPPORT$207
THEATER LABRADOR INC (DBA NEW GEORGES)
222 BROADWAY 19TH FLOORNEW YORKNY10038N/APCGENERAL OPERATING SUPPORT$155
THIRD SECTOR NEW ENGLAND
365 BROADWAYBROOKLYNNY11211N/APCWORKER'S JUSTICE PROJECT$50,000
TIDES CENTER
1012 TORNEY AVENUESAN FRANCISCOCA94129N/APCGENERAL OPERATING SUPPORT$100
TIDES FOUNDATION
1014 TORNEY AVENUESAN FRANCISCOCA94129N/APCNEW YORK RENEWS$50,000
TIDES FOUNDATION
PO BOX 133PLAINFIELDVT05667N/APCRESILIENT DEMOCRACY$50,000
TRANSPORTATION ALTERNATIVES
111 JOHN STREET SUITE 260NEW YORKNY10038N/APCGENERAL OPERATING SUPPORT$50,000
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARE 6TH FLOORCAMBRIDGEMA02138N/APCGALVANIZING JUST CLIMATE RESILIENCE IN KEY REGIONS AND STATES$60,000
UNITED WAY OF NYC
205 EAST 42ND STREET 12TH FLOORNEW YORK CITYNY10017N/APCNYC CHANGE CAPITAL FUND$55,000
UPROSE
462 36TH STREET 3ABROOKLYNNY11232N/APCGENERAL OPERATING SUPPORT$500
URGE UNITE FOR REPRODUCTIVE & GENDER EQUITY
734 15TH STREET NW SUITE 800WASHINGTONDC20005N/APCGENERAL OPERATING SUPPORT$50,000
VOICES FOR A SUSTAINABLE FUTURE
PO BOX 5780 6909 LAUREL AVENUETAKOMA PARKMD20913N/APCLABOR NETWORK FOR SUSTAINABILITY$75,000
VOICES OF COMMUNITY ACTIVISTS AND LEADERS INC (VOCAL)
300 DOUGLASS STREETBROOKLYNNY11225N/APCGENERAL OPERATING SUPPORT$60,000
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREETNEW YORKNY10014N/APCGENERAL OPERATING SUPPORT$126
WOMEN EMPOWERMENT COALITION OF NYC
437 77TH STREETBROOKLYNNY11209N/APCGENERAL OPERATING SUPPORT$95
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,706,165TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRIC
647 FULTON STBROOKLYNNY11217N/APCGENERAL OPERATING SUPPORT$40,000
FORWARD TOGETHER
300 FRANK H OGAWA PLAZA SUITE 700OAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$50,000
IN OUR OWN VOICE NATIONAL BLACK WOMEN'S REPRODUCTIVE JUSTICE AGENDA
601 13TH STREET SUITE 650NWASHINGTONDC20005N/APCGENERAL OPERATING SUPPORT$50,000
INDIGENOUS ENVIRONMENTAL NETWORK
PO BOX 485BEMIDJIMN56619N/APCGENERAL OPERATING SUPPORT$22,500
MANHATTAN GRAPHICS CENTER
250 WEST 40TH STREET 5TH FLOORNEW YORKNY100181764N/APCGENERAL OPERATING SUPPORT$20,000
NEW YORK FOUNDATION FOR THE ARTS
20 JAY STREET SUITE 740BROOKLYNNY11201N/APCGENERAL OPERATING SUPPORT$50,000
NORTH STAR FUND
520 8TH AVENUE SUITE 1800NEW YORKNY10018N/APCCOMMUNITIES UNITED FOR POLICE REFORM$60,000
NORTHWEST BRONX COMMUNITY AND CLERGY COALITION
103 EAST 196TH STREETBRONXNY10468N/APCGENERAL OPERATING SUPPORT$60,000
PENNSYLVANIA VOICE
123 S BROAD STREET STE 630PHILADELPHIAPA19109N/APCGENERAL OPERATING SUPPORT$75,000
PROGEORGIA STATE TABLE
151 ELLIS ST NE FL 1ATLANTAGA303032437N/APCGENERAL OPERATING SUPPORT$75,000
SOCIAL GOOD FUND
6641 AQUA VISTA COURTRICHMONDCA94805N/APCUNITED FRONTLINE TABLE$100,000
THE FLEA THEATER
45 PINEHURST AVE APT 46NEW YORKNY10033N/APCGENERAL OPERATING SUPPORT$50,000
TRI-STATE TRANSPORTATION CAMPAIGN
231 W 29TH STREET 904NEW YORKNY10001N/APCENVIRONMENTAL JUSTICE PROGRAM$70,000
UNIQUE PROJECTS INC
160 SIXTH AVENUE 2NEW YORKNY10013N/APCGENERAL OPERATING SUPPORT$50,000
UPROSE
462 36TH STREET SUITE 3ABROOKLYNNY11232N/APCGENERAL OPERATING SUPPORT$60,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$832,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$534UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$1,911,172ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$33,641UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$12,642,043ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
OTHER PARTNERSHIP INCOME THRU SCHEDULE K-1'S901101$129,94501$666,652
OTHER INCOME (LOSS)01$1,194

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$164,120UnrelatedBusinessTaxblIncmAmt
Exclusion$15,221,070ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,385,190TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATIONCategoryTxt
Amt$17,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$16,500DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
NEW YORK FOUNDATION
150 WEST 30TH STREET SUITE 1401NEW YORKNY100012021-02-22$75,000NEIGHBORHOODS FIRST FUND$75,000TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS9/23/22N/A
NEW YORK FOUNDATION
150 WEST 30TH STREET SUITE 1401NEW YORKNY100012021-06-03$20,000NEIGHBORHOODS FIRST FUNDERS STAFF HEALING FUND$20,000TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS9/23/22N/A
NEW YORK FOUNDATION
150 WEST 30TH STREET SUITE 1401NEW YORKNY100012021-06-03$10,000NYC CAPACITY BUILDING COLLABORATIVE$10,000TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS10/3/22N/A
FAIR FIGHT ACTION
1270 CAROLINE STREET SUITE D120-430ATLANTAGA303072021-06-24$75,000CHARITABLE PRIMARY PURPOSE FUND$75,000TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS10/12/22N/A

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (37 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ACCOLADE PARTNERS GROWTH I, L.P.AT COST$555,405$936,640
ACCOLADE PARTNERS GROWTH II, L.P.AT COST$59,530$55,930
ACCOLADE PARTNERS V, L.P.AT COST$1,205,415$3,576,575
ACCOLADE PARTNERS VI, L.P.AT COST$950,968$1,739,942
ACCOLADE PARTNERS VII, L.P.AT COST$614,246$1,255,661
ACCOLADE PARTNERS VIII, L.P.AT COST$272,701$348,451
AETHER REAL ASSETS II, L.P.AT COST$989,319$704,767
ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD.AT COST$1,693,183$3,174,319
AXIOM GLOBAL EQUITY FUNDAT COST$15,274,111$7,242,666
BENEFIT STREET PARTNERSAT COST$880,684$1,633,038
COATUE GROWTH V OFFSHORE FEEDER FUND LPAT COST$965,716$1,119,099
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, L.P.AT COST$6,649,015$6,785,344
DOUBLELINE MORTGAGE OPPORTUNITIESAT COST$603,650$982,662
ELLIOTT INTERNATIONAL LIMITEDAT COST$3,000,000$7,354,452
GENERATION IM FUND PLCAT COST$3,515,659$17,111,468
GQG PARTNERS GLOBAL EQUITY FUNDAT COST$6,436,462$8,668,957
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND (JSOSX)AT COST$3,047,429$3,058,441
LL MORTGAGE FUND, L.P.AT COST$3,448,058$3,644,756
LL PRIVATE LENDING FUND, L.P.AT COST$2,230,011$2,229,726
MERCED PARTNERS IV, L.P.AT COST$202,837$336,539
OAKMARK SELECT FUND INVESTOR CLASS (OAKLX) 16,012.574 SHARESAT COST$553,407$1,027,207
PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS (PTTRX) 284,154.356 SHARESAT COST$3,135,847$2,918,265
ROSE AFFORDABLE HOUSING PERSERVATION FUND IV REIT, L.P.AT COST$1,338,465$2,417,344
ROSE AFFORDABLE HOUSING PERSERVATION FUND V REIT, L.P.AT COST$637,346$622,561
RYDER COURT GLOBAL EMERGING OPPORTUNITIES FUNDAT COST$2,136,177$2,528,627
SOMERSET SMALL MID CAP EM ALL COUNTRY FUND LLCAT COST$1,486,241$1,623,661
STONERIDGE REINSURANCE RISK PREM INTVL (SRRIX) 9,398.783 SHARESAT COST$91,869$77,785
TOUCHSTONE LARGE COMPANY GROWTH INSTITUTIONAL (DSMLX) 66,739.611 SHARESAT COST$2,173,345$3,366,346
TRUE GREEN CAPITAL LEVERAGED FEEDER FUND III, L.PAT COST$1,193,147$1,900,010
TWO SIGMA ACTIVE EXTENSION U.S. ALL CAP EQUITY CAYMAN FUND, LTD.AT COST$6,790,409$20,570,335
TWO SIGMA INTERNATIONAL CORE FUND, L.P.AT COST$9,938,641$9,963,793
VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL (VTMGX) 238,242.022 SHARESAT COST$3,437,102$3,916,699
VANGUARD EMERGING MARKETS STOCK INDEX FUND (VEMAX) 31,368.607 SHARESAT COST$1,372,523$1,286,113
VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL (VINIX) 2,799.400 SHARESAT COST$646,946$1,135,968
VANGUARD INTERMEDIATE-TERM BOND INDEX ADMIRAL (VBILX) 838,817.998 SHARESAT COST$9,898,448$9,973,546
WELLINGTON CTF EMERGING MARKETS OPPORTUNITIES PORTFOLIOAT COST$5,831,077$6,041,129
WELLINGTON GLOBAL RESEARCH EQUITY EXTENDED FUND, L.P.AT COST$5,026,026$5,205,088

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL AND ADMINISTRATIVE LEGAL COUNSELCategoryTxt
Legal Fees$3,915LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,915DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMPUTER AND WEBSITE$9,658$1,142$8,516
DUES AND PUBLICATIONS$2,210$221$1,989
EQUIPMENT RENTAL$1,707$202$1,505
FILING FEES$1,500$0$1,500
INSURANCE$8,587$1,015$7,572
OFFICE EXPENSE$3,565$178$3,387
OTHER EXPENSES$10,989$550$10,439
OTHER INVESTMENT EXPENSES$4,222$4,222$0
OTHER EXPENSES THRU SCHEDULE K-1'S$567,627$552,296$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER PARTNERSHIP INCOME THRU SCHEDULE K-1'S$796,597$666,652$796,597
OTHER INCOME (LOSS)$1,194$1,194$1,194

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PUBLICATION DESIGN AND EDITING CONSULTING$17,880$0$17,880
INVESTMENT ADVISORY$144,000$144,000$0
DIVERSITY, EQUITY, AND INCLUSION CONSULTING$35,750$0$35,750
STRATEGIC CONSULTING$24,450$0$24,450
PROGRAMMATIC CONSULTING$8,955$0$8,955

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$5,000$0$0
FOREIGN TAXES WITHHELD$103,168$103,168$0