LOUIS AND ANNE ABRONS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS AND ANNE ABRONS FOUNDATION INC (EIN 13-6061329)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349110386
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T19:49:58-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136061329 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Louis and Anne Abrons Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter Abrons | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Peter | PersonFirstNm |
| Person Last | Abrons | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $174,965,542 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,551 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,551 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $754,597 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $754,597 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,904,053 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,470,537 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,904,053 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,483,035 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,471,671 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $19,145,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,133,872 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,589 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,589 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,094,236 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $970,203 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $124,033 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $168,280 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,180 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,333,280 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,232,605 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100,630 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,602,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,203,988 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $231,252 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,943,981 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,943,981 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,546,366 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,203,988 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,175,233 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,598,870 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,929,884 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,089,273 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,260,412 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,260,412 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $127,028 | AcctRcvblAmt |
| Acct Rcvbl BOY | $280,662 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $127,028 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $127,028 | AcctRcvblEOYFMVAmt |
| US Government Obligations EOY | $9,865,110 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,759,247 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $30,447,719 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,594,571 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,468,201 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $233,397 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $233,397 | CorporateBondsEOYAmt |
| Other Investments BOY | $79,554,595 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $78,051,559 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $112,350,654 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $121,605,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,132,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $174,965,542 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $132,360 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $59,921 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $132,360 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,921 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $121,473,286 | RetainedEarningBOYAmt |
| Retained Earning EOY | $130,072,156 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $121,473,286 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $130,072,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $121,605,646 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,132,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $121,473,286 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,598,870 | ExcessRevenueOverExpensesAmt |
| Subtotal | $130,072,156 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $130,072,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $35,135,257 | $24,599,891 | $10,535,366 | $10,535,366 | |||
| Passthrough K1 Capital Gain/(Loss) | $5,579,028 | ||||||
| BIRCH GROVE CREDIT STRATEGIES FD LTD | $1,213,643 | $908,417 | $305,226 | $305,226 | P | 2015-08-03 | 2021-03-31 |
| BIRCH GROVE CREDIT STRATEGIES FD LTD | $1,251,691 | $908,417 | $343,274 | $343,274 | P | 2015-08-03 | 2021-06-30 |
| INDIA ACORN FUND (CAYMAN) LTD | $500,000 | $267,225 | $232,775 | $232,775 | P | 2017-09-15 | 2021-07-01 |
| RENAISSANCE INSTL EQUITIES FUND LLC | $2,158,574 | $2,158,574 | P | 2017-09-27 | 2021-09-30 | ||
| WF ASIAN SMALLER COMPANIES FUND LIMITED CL AU S39 | $3,170,896 | $2,300,000 | $870,896 | $870,896 | P | 2020-07-01 | 2021-01-01 |
| YORK CREDIT OPP UNIT TRUST | $99,978 | $201,251 | -$101,273 | -$101,273 | P | 2014-04-01 | 2021-02-01 |
| YORK CREDIT OPP UNIT TRUST | $413,534 | $796,430 | -$382,896 | -$382,896 | P | 2014-04-01 | 2021-04-01 |
| YORK CREDIT OPP UNIT TRUST | $367,977 | $713,253 | -$345,276 | -$345,276 | P | 2014-04-01 | 2021-06-01 |
| YORK CREDIT OPP UNIT TRUST | $90,848 | $164,908 | -$74,060 | -$74,060 | P | 2014-04-01 | 2021-09-08 |
| YORK CREDIT OPP UNIT TRUST | $68,139 | $127,146 | -$59,007 | -$59,007 | P | 2014-04-01 | 2021-12-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,904,053 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $235,325 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $235,325 | SubtotalAmt |
| Tax Based On Investment Income | $235,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $202,552 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $28,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $231,352 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,973 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Adam Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 2.0 | $599 | $0 | $0 |
| Alix Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Anne Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Eleanor Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 2.0 | $599 | $0 | $0 |
| Emily Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Henry L Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $0 | $0 | $0 |
| John Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $599 | $0 | $0 |
| Leslie Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $599 | $0 | $0 |
| Pauline Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $599 | $0 | $0 |
| Peter Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 2.0 | $599 | $0 | $0 |
| Judith Aranow | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Dylan Armajani | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 2.0 | $599 | $0 | $0 |
| Kira Armajani | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $599 | $0 | $0 |
| Stephanie Klein DiChristina | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $599 | $0 | $0 |
| Vicki Aranow Feiner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $599 | $0 | $0 |
| Jennifer Schwartz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Amy Sharpe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $599 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd Floor | FAIRFIELD | CT | 06824 | Administrative | $97,000 |
| New Providence Asset Management | |||||
| 570 Lexington Ave 5th Floor | New York | NY | 10022 | INVESTMENT MGMT | $664,838 |
| TRIAD Consulting Group | |||||
| 50 Church St Third Floor | Cabridge | MA | 02138 | INVESTMENT MGMT | $132,336 |
| Fidelity | |||||
| 900 Salem Street | SMITHFIELD | RI | 02917 | INVESTMENT MGMT | $75,866 |
| GMA Foundations Inc | |||||
| 2 Liberty Square Suite 500 | Boston | MA | 02109 | Philanthropic | $124,033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 20 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $45,107,981 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,654,887 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $112,366,773 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $171,129,641 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $171,129,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,566,945 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $168,562,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,428,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,428,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $235,325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $235,325 | TotalTaxAmt |
| Distributable Before Adj | $8,192,810 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,192,810 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,192,810 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,175,233 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,175,233 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,192,810 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,476,889 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $8,175,233 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,476,889 | AppliedToYear1Amt |
| Applied To Current Year | $3,698,344 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $4,494,466 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CO FOUNDATION SOURCE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE 3RD FL | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | PREMIERSUPPORT@FOUNDATIOUSOURCE.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ROLLING | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (254 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350ORG | |||||||
| PO BOX 843004 | BOSTON | MA | 02284 | N/A | PC | General & Unrestricted | $330,000 |
| 7TH GENERATION COMMUNITY SERVICES CORPORATION | |||||||
| 410 INDIAN RIVER AVE | TITUSVILLE | FL | 32796 | N/A | PC | The Thriving Women Project | $20,000 |
| 9 TO 5 NATIONAL ASSOCIATION OF WORKING WOMEN | |||||||
| 207 E BUFFALO ST STE 211 | MILWAUKEE | WI | 53202 | N/A | PC | General & Unrestricted | $5,000 |
| ACKERMAN INSTITUTE FOR THE FAMILY | |||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $20,000 |
| ACTION FOR THE CLIMATE EMERGENCY INC | |||||||
| 529 MAIN ST STE 200 | CHARLESTOWN | MA | 02129 | N/A | PC | General & Unrestricted | $7,500 |
| ADAPTIVE SPORTS FOUNDATION INC | |||||||
| PO BOX 266 | WINDHAM | NY | 12496 | N/A | PC | General & Unrestricted | $15,000 |
| ALAMEDA EMERGENCY FOOD | |||||||
| PO BOX 2167 | ALAMEDA | CA | 94501 | N/A | PC | General & Unrestricted | $3,974 |
| ALASKA WILDERNESS LEAGUE | |||||||
| 122 C ST NW SUITE 240 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $5,000 |
| ALBANY PARK THEATER PROJECT | |||||||
| PO BOX 25072 | CHICAGO | IL | 60625 | N/A | PC | General & Unrestricted | $100,000 |
| ALBANY PARK THEATER PROJECT | |||||||
| PO BOX 25072 | CHICAGO | IL | 60625 | N/A | PC | Warehouse Project | $25,000 |
| ALBANY PARK THEATER PROJECT | |||||||
| PO BOX 25072 | CHICAGO | IL | 60625 | N/A | PC | Port of Entry Project | $75,000 |
| ALLIANCE FOR JUSTICE | |||||||
| 11 DUPONT CIR NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $5,000 |
| AMAZON WATCH | |||||||
| 520 3RD ST STE 108 | OAKLAND | CA | 94607 | N/A | PC | Defenders Fund | $22,904 |
| AMAZON WATCH | |||||||
| 520 3RD ST STE 108 | OAKLAND | CA | 94607 | N/A | PC | General & Unrestricted | $20,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 9450 SW GEMINI DR PMB 62825 | BEAVERTON | OR | 97008 | N/A | PC | General & Unrestricted | $242,053 |
| AMERICAN CIVIL LIBERTIES UNION OF MAINE FOUNDATION | |||||||
| PO BOX 7860 | PORTLAND | ME | 04112 | N/A | PC | Maine ACLU Fund | $15,000 |
| AMERICAN FARMLAND TRUST | |||||||
| 1150 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $50,000 |
| AMERICAN FRIENDS OF POLIN MUSEUM OF THE HISTORY OF | |||||||
| 15 E 65TH ST | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | N/A | PC | General & Unrestricted | $25,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | N/A | PC | Westchester Division General Fund | $10,000 |
| AMERICAN NATIONAL RED CROSS - GREENWICH CHAPTER | |||||||
| 99 INDIAN FIELD RD | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $7,500 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 520 8TH AVE 7TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 |
| ANNE FRANK CENTER USA | |||||||
| 132 AVE OF THE AMERICAS | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $5,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | PC | General & Unrestricted | $20,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQ | BOSTON | MA | 02129 | N/A | PC | General & Unrestricted | $10,000 |
| APROPOS-HOUSING OPPORTUNITIES AND MANAGEMENT ENTER | |||||||
| 86 SMITH AVE | MOUNT KISCO | NY | 10549 | N/A | PC | General & Unrestricted | $5,000 |
| BANTAM CINEMA & ARTS CENTER INC | |||||||
| PO BOX 262 | LITCHFIELD | CT | 06759 | N/A | PC | General & Unrestricted | $1,000 |
| BAY AREA LYME FOUNDATION | |||||||
| 884 PORTOLA RD | PORTOLA VALLEY | CA | 94028 | N/A | PC | General & Unrestricted | $10,000 |
| BEDFORD FREE LIBRARY | |||||||
| VILLAGE GREEN | BEDFORD | NY | 10506 | N/A | PC | Bedford Babies | $2,500 |
| BLYTHEDALE CHILDREN'S HOSPITAL | |||||||
| 95 BRADHURST AVE | VALHALLA | NY | 10595 | N/A | PC | A Celebration of Blythedale Gala Scholarship Fund | $1,250 |
| BLYTHEDALE CHILDREN'S HOSPITAL | |||||||
| 95 BRADHURST AVE | VALHALLA | NY | 10595 | N/A | PC | Charitable Event | $1,250 |
| BOYS AND GIRLS CLUBS OF LARIMER COUNTY | |||||||
| 103 SMOKEY ST | FORT COLLINS | CO | 80525 | N/A | PC | Summer Programs | $45,000 |
| BOYS AND GIRLS CLUBS OF LARIMER COUNTY | |||||||
| 103 SMOKEY ST | FORT COLLINS | CO | 80525 | N/A | PC | In support of a mental health professional | $10,000 |
| BREAKTHROUGH NEW YORK INC | |||||||
| 123 WILLIAM ST 4TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $20,000 |
| BROADWAY HOUSING COMMUNITIES INC | |||||||
| 583 RIVERSIDE DR | NEW YORK | NY | 10031 | N/A | PC | General & Unrestricted | $20,000 |
| BRONX CHILDRENS MUSEUM | |||||||
| PO BOX 1381 | BRONX | NY | 10451 | N/A | PC | Charitable Event | $500 |
| BRONX CHILDRENS MUSEUM | |||||||
| PO BOX 1381 | BRONX | NY | 10451 | N/A | PC | General & Unrestricted | $115,000 |
| BVM CAPACITY BUILDING INSTITUTE INC | |||||||
| 3645 MARKETPLACE BLVD STE 130-209 | EAST POINT | GA | 30344 | N/A | PC | General & Unrestricted | $230,000 |
| CALIFORNIA ONECARE EDUCATION FUND | |||||||
| 5518 VENTURA CANYON AVE | SHERMAN OAKS | CA | 91401 | N/A | PC | General & Unrestricted | $164,000 |
| CAMPAIGN LEGAL CENTER INC | |||||||
| 1101 14TH ST NW STE 400 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $150,000 |
| CATSKILL MOUNTAINKEEPER INC | |||||||
| PO BOX 1000 | LIVINGSTON MANOR | NY | 12758 | N/A | PC | General & Unrestricted | $1,500 |
| CENTER FOR CARBON REMOVAL | |||||||
| 1140 3RD ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $20,000 |
| CHILDRENS MUSEUM OF NORTHERN COLORADO | |||||||
| PO BOX 732 | LOVELAND | CO | 80539 | N/A | PC | Capital Campaign Fund | $15,000 |
| CHILDRENS VILLAGE INC | |||||||
| 1 ECHO HILLS | DOBBS FERRY | NY | 10522 | N/A | PC | General & Unrestricted | $7,500 |
| CHINESE AMERICAN PLANNING COUNCIL INC | |||||||
| 150 ELIZABETH ST 1ST FL | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $17,000 |
| CITIZENS CRIME COMMISSION OF NEW YORK CITY INC | |||||||
| 335 MADISON AVE FL 9 | NEW YORK | NY | 10017 | N/A | PC | Train, Work, Forward Program | $50,000 |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | N/A | PC | matching gift program | $15,000 |
| CLEAN AIR TASK FORCE INC | |||||||
| 114 STATE ST 6TH FL | BOSTON | MA | 02109 | N/A | PC | General & Unrestricted | $27,500 |
| COALITION FOR THE HOMELESS INC | |||||||
| 129 FULTON ST | NEW YORK CITY | NY | 10038 | N/A | PC | General & Unrestricted | $72,500 |
| COMMUNITY CENTER OF NORTHERN WESTCHESTER INC | |||||||
| 84 BEDFORD RD | KATONAH | NY | 10536 | N/A | PC | General & Unrestricted | $70,000 |
| COMMUNITY HEALTH PROJECT INC | |||||||
| 356 W 18TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $60,000 |
| CONNECT TO COMPETE INC | |||||||
| 714 W OLYMPIC BLVD STE 924 | LOS ANGELES | CA | 90015 | N/A | PC | General & Unrestricted | $10,000 |
| CORRECTIONAL ASSOCIATION OF NEW YORK | |||||||
| PO BOX 793 | BROOKLYN | NY | 11207 | N/A | PC | General & Unrestricted | $45,000 |
| COUNCIL ON THE ENVIRONMENT INC DBA GROWNYC | |||||||
| 100 GOLD ST STE 3300 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $265,000 |
| COURAGE CAMPAIGN INSTITUTE | |||||||
| 7119 WEST SUNSET BLVD NO 195 | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $32,000 |
| COURT APPOINTED SPECIAL ADVOCATE INC | |||||||
| 3105 E HARMONY RD | FORT COLLINS | CO | 80528 | N/A | PC | Staff Salary Fund | $5,000 |
| COURT APPOINTED SPECIAL ADVOCATE INC | |||||||
| 3105 E HARMONY RD | FORT COLLINS | CO | 80528 | N/A | PC | General & Unrestricted | $5,000 |
| DALLAS ARBORETUM & BOTANICAL | |||||||
| 8617 GARLAND RD | DALLAS | TX | 75218 | N/A | PC | General & Unrestricted | $1,000 |
| DEEDS NOT WORDS | |||||||
| 1023 SPRINGDALE RD 11D | AUSTIN | TX | 78721 | N/A | PC | General & Unrestricted | $6,000 |
| EARTHRIGHTS INTERNATIONAL INC | |||||||
| 1612 K ST NW STE 800 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $10,000 |
| EARTHWISE AWARE INC | |||||||
| 50A SPRING ST | SOMERVILLE | MA | 02143 | N/A | PC | General & Unrestricted | $2,500 |
| ENVIRONMENTAL LEAGUE OF MASSACHUSETTS INC | |||||||
| 15 COURT SQ STE 1000 | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $5,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $20,000 |
| ESSEX COUNTY GREEN BELT ASSOCIATION INC | |||||||
| 82 EASTERN AVE | ESSEX | MA | 01929 | N/A | PC | General & Unrestricted | $20,000 |
| FAIR ELECTIONS CENTER | |||||||
| 1825 K ST NW STE 450 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $60,000 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $30,000 |
| FEEDING WESTCHESTER INC | |||||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | N/A | PC | General & Unrestricted | $70,000 |
| FIRST FRIENDS OF NEW JERSEY AND NEW YORK | |||||||
| 53 S HACKENSACK AVE | KEARNY | NJ | 07032 | N/A | PC | General & Unrestricted | $10,000 |
| FOOD BANK FOR LARIMER COUNTY | |||||||
| 5706 WRIGHT DR | LOVELAND | CO | 80538 | N/A | PC | General & Unrestricted | $40,000 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY 10TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $90,000 |
| FOOD FOR FREE COMMITTEES INC | |||||||
| 11 INMAN ST | CAMBRIDGE | MA | 02139 | N/A | PC | General & Unrestricted | $6,000 |
| FOOD GATHERERS | |||||||
| PO BOX 131037 | ANN ARBOR | MI | 48113 | N/A | PC | General & Unrestricted | $10,000 |
| FOOD PROJECT INC | |||||||
| 10 LEWIS ST | LINCOLN | MA | 01773 | N/A | PC | General & Unrestricted | $10,000 |
| FREE TO RUN INC | |||||||
| PO BOX 91 | MYSTIC | CT | 06355 | N/A | PC | General & Unrestricted | $10,000 |
| FREEDOM FOR IMMIGRANTS | |||||||
| 1322 WEBSTER ST STE 300 | OAKLAND | CA | 94612 | N/A | PC | Bond Fund | $10,000 |
| FREEDOM FOR IMMIGRANTS | |||||||
| 1322 WEBSTER ST STE 300 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $20,000 |
| FRIENDS OF AMANI US INC | |||||||
| 11 S MAIN ST STE 501 | CONCORD | NH | 03301 | N/A | PC | General & Unrestricted | $15,000 |
| FRIENDS OF CASCO BAY | |||||||
| 43 SLOCUM DR | S PORTLAND | ME | 04106 | N/A | PC | General & Unrestricted | $3,000 |
| FRIENDS OF CITY RELIQUARYINCORPORATED | |||||||
| 370 METROPOLITAN AVE | BROOKLYN | NY | 11211 | N/A | PC | General & Unrestricted | $3,386 |
| FRIENDS OF MIDDLESEX FELLS RESERVATION INC | |||||||
| 235 W FOSTER ST STE 2 | MELROSE | MA | 02176 | N/A | PC | General & Unrestricted | $40,000 |
| FRIENDS OF THE GARDENS ON SPRING CREEK | |||||||
| 2145 CENTRE AVE | FORT COLLINS | CO | 80526 | N/A | PC | Northwest Grove Project | $17,000 |
| GAINING GROUND INC | |||||||
| PO BOX 374 | CONCORD | MA | 01742 | N/A | PC | General & Unrestricted | $10,000 |
| GETTING OUT AND STAYING OUT INC | |||||||
| 75 E 116TH ST | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $14,000 |
| GIRLS INCORPORATED OF WESTCHESTER COUNTY | |||||||
| 901 N BROADWAY STE 6 | WHITE PLAINS | NY | 10603 | N/A | PC | General & Unrestricted | $5,000 |
| GIVEDIRECTLY INC | |||||||
| CHURCH STREET STA PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | General & Unrestricted | $60,000 |
| GLEANERS COMMUNITY FOOD BANK INC | |||||||
| 2131 BEAUFAIT ST | DETROIT | MI | 48207 | N/A | PC | General & Unrestricted | $10,000 |
| GODDARD RIVERSIDE COMMUNITY CENTER | |||||||
| 593 COLUMBUS AVE | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $14,000 |
| GOFUNDME ORG | |||||||
| 3756 W AVE 40 STE K 507 | LOS ANGELES | CA | 90065 | N/A | PC | Wildfire Relief Fund | $3,000 |
| GOLDEN STATE OPPORTUNITY FOUNDATION | |||||||
| 345 CALIFORNIA ST STE 600 | SAN FRANCISCO | CA | 94104 | N/A | PC | Center for Health and Democracy Education Fund | $19,000 |
| GOOD SHEPHERD FOOD BANK | |||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | N/A | PC | General & Unrestricted | $10,000 |
| GRAND TETON NATIONAL PARK FOUNDATION | |||||||
| PO BOX 249 | MOOSE | WY | 83012 | N/A | PC | General & Unrestricted | $1,500 |
| GREENWICH HOUSE INC | |||||||
| 122 W 27TH ST 6TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $10,000 |
| GUIDING EYES FOR THE BLIND INC | |||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HTS | NY | 10598 | N/A | PC | General & Unrestricted | $10,000 |
| GWICHIN STEERING COMMITTEE | |||||||
| PO BOX 70978 | FAIRBANKS | AK | 99707 | N/A | PC | General & Unrestricted | $5,000 |
| HABITAT FOR HUMANITY NEW YORK CITY AND WESTCHESTER | |||||||
| 111 JOHN ST 23RD FL | NEW YORK | NY | 10038 | N/A | PC | Habitat for Humanity NYC and Westchester general support | $5,000 |
| HAMILTON-MADISON HOUSE INC | |||||||
| 253 S ST 2ND FL | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $10,000 |
| HANDS ALONG THE NILE DEVELOPMENT SERVICES INC | |||||||
| 535B E BRADDOCK RD | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $9,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY ST | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $665,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY ST | NEW YORK | NY | 10002 | N/A | PC | General Operations and/or Data Systems Administrator Fund | $100,000 |
| HER JUSTICE INC | |||||||
| 100 BROADWAY 10TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $43,000 |
| HOPE PROGRAM INC | |||||||
| ONE SMITH ST 4TH FLOOR | BROOKLYN | NY | 11201 | N/A | PC | For Green Jobs Training Programs | $12,500 |
| HOPES DOOR INC | |||||||
| 50 BROADWAY STE 01 | HAWTHORNE | NY | 10532 | N/A | PC | General & Unrestricted | $10,000 |
| HUDSON GUILD | |||||||
| 441 W 26TH ST | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $10,000 |
| IMMIGRANT LEGAL ADVOCACY PROJECT | |||||||
| 489 CONGRESS ST STE 3 | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $10,000 |
| INDIAN LAW RESOURCE CENTER | |||||||
| 602 N EWING ST | HELENA | MT | 59601 | N/A | PC | General & Unrestricted | $30,000 |
| INNOCENCE PROJECT NEW ORLEANS | |||||||
| 4051 ULLOA ST | NEW ORLEANS | LA | 70119 | N/A | PC | General & Unrestricted | $65,000 |
| INQUILINXS UNIDXS POR JUSTICIA-UNITED RENTERS FOR | |||||||
| 3715 CHICAGO AVE | MINNEAPOLIS | MN | 55407 | N/A | PC | General & Unrestricted | $5,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $136,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | Supporting Adolescents and their Families in Emergencies (SAFE) Project | $10,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | New York City Area Fund | $10,000 |
| J STREET EDUCATION FUND INC | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | N/A | PC | General & Unrestricted | $15,000 |
| JACOB BURNS FILM CENTER INC | |||||||
| 405 MANVILLE RD 3RD FL | PLEASANTVILLE | NY | 10570 | N/A | PC | General & Unrestricted | $15,000 |
| JANE PLACE NEIGHBORHOOD SUSTAINABILITY INITIATIVE | |||||||
| 2533 COLUMBUS ST | NEW ORLEANS | LA | 70119 | N/A | PC | General & Unrestricted | $5,000 |
| JANES DUE PROCESS INC | |||||||
| PO BOX 685137 | AUSTIN | TX | 78768 | N/A | PC | General & Unrestricted | $6,000 |
| JOHN JAY HIGH SCHOOL | |||||||
| PO BOX 387 | KATONAH | NY | 10536 | N/A | GOV | General & Unrestricted | $5,000 |
| JUSTICE IN MOTION INC | |||||||
| PO BOX 160128 | BROOKLYN | NY | 11216 | N/A | PC | General & Unrestricted | $88,000 |
| KAKENYAS DREAM | |||||||
| 4250 N FAIRFAX DR STE 600 | ARLINGTON | VA | 22203 | N/A | PC | KEEP | $5,000 |
| KATONAH MUSEUM OF ART INC | |||||||
| 134 JAY ST | KATONAH | NY | 10536 | N/A | PC | General & Unrestricted | $5,000 |
| KINGSBRIDGE HEIGHTS COMMUNITY CENTER INC | |||||||
| 3101 KINGSBRIDGE TER | BRONX | NY | 10463 | N/A | PC | General & Unrestricted | $35,000 |
| LAND FOR GOOD INC | |||||||
| PO BOX 625 | KEENE | NH | 03431 | N/A | PC | General & Unrestricted | $10,000 |
| LAND TRUST ALLIANCE INCORPORATED | |||||||
| 1250 H ST NW STE 600 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,500 |
| LARIMER HUMANE SOCIETY | |||||||
| 3501 E 71ST ST | LOVELAND | CO | 80538 | N/A | PC | General & Unrestricted | $10,000 |
| LEHIGH UNIVERSITY | |||||||
| 125 GOODMAN DR | BETHLEHEM | PA | 18015 | N/A | PC | Scholarship and Financial Aid Fund | $5,000 |
| LENOX HILL HOSPITAL | |||||||
| 2000 MARCUS AVE | NEW HYDE PARK | NY | 11042 | N/A | PC | Center for Attention and Learning | $25,000 |
| LENOX HILL NEIGHBORHOOD HOUSE INC | |||||||
| 331 E 70TH ST | NEW YORK | NY | 10021 | N/A | PC | General & Unrestricted | $14,000 |
| LIFE ROLLS ON FOUNDATION | |||||||
| PO BOX 45770 | LOS ANGELES | CA | 90045 | N/A | PC | General & Unrestricted | $15,000 |
| LITERACY VOLUNTEERS ON THE GREEN | |||||||
| PO BOX 366 7 WHITTLESEY AVE | NEW MILFORD | CT | 06776 | N/A | PC | General & Unrestricted | $1,000 |
| LOVELAND YOUTH GARDENERS | |||||||
| PO BOX 1004 | LOVELAND | CO | 80538 | N/A | PC | General & Unrestricted | $20,000 |
| LOVIN SPOONFULS INC | |||||||
| 189 WELLS AVE | NEWTON | MA | 02459 | N/A | PC | General & Unrestricted | $7,000 |
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||
| 103 ORCHARD ST 4TH FL | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $50,000 |
| MAIN STREET COMMUNITY CENTER | |||||||
| 5494 STATE RTE 23 | WINDHAM | NY | 12496 | N/A | PC | General & Unrestricted | $75,000 |
| MAINE ORGANIC FARMERS & GARDENERS ASSOCIATION | |||||||
| PO BOX 170 | UNITY | ME | 04988 | N/A | PC | General & Unrestricted | $8,000 |
| MAINE SEACOAST MISSION | |||||||
| 6 OLD FIREHOUSE LN | NORTHEAST HARBOR | ME | 04662 | N/A | PC | General & Unrestricted | $5,000 |
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | |||||||
| 415 CROSSWAYS PARK DR STE D | WOODBURY | NY | 11797 | N/A | PC | General & Unrestricted | $10,000 |
| MASSACHUSETTS AUDUBON SOCIETY INC | |||||||
| 208 S GREAT RD | LINCOLN | MA | 01773 | N/A | PC | General & Unrestricted | $3,000 |
| MASSACHUSETTS CLIMATE ACTION NETWORK | |||||||
| 35 CRESCENT ST APT 620 | WALTHAM | MA | 02453 | N/A | PC | General & Unrestricted | $4,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | N/A | PC | General & Unrestricted | $3,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $90,500 |
| MEDICAL EDUCATION COOPERATION WITH CUBA | |||||||
| 1714 FRANKLIN ST STE 100282 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $50,000 |
| MEDICAL EDUCATION COOPERATION WITH CUBA | |||||||
| 1714 FRANKLIN ST STE 100282 | OAKLAND | CA | 94612 | N/A | PC | MD Pipeline Program | $12,500 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | N/A | PC | Food to Overcome Outcome Disparities (FOOD) Program | $30,000 |
| MICHIGAN ADVOCACY PROGRAM | |||||||
| 15 S WASHINGTON ST | YPSILANTI | MI | 48197 | N/A | PC | Michigan Immigrant Rights Center (MIRC) | $10,000 |
| MILTON ACADEMY | |||||||
| 170 CENTRE ST | MILTON | MA | 02186 | N/A | PC | The Mountain School | $5,000 |
| MORE THAN WORDS INC | |||||||
| 56 FELTON ST | WALTHAM | MA | 02453 | N/A | PC | General & Unrestricted | $5,000 |
| MOUNT KISCO CHILD CARE CENTER INC | |||||||
| 95 RADIO CIR DR | MOUNT KISCO | NY | 10549 | N/A | PC | General & Unrestricted | $7,500 |
| NATIONAL ASIAN PACIFIC AMERICAN WOMENS FORUM | |||||||
| PO BOX 13255 | CHICAGO | IL | 60613 | N/A | PC | General & Unrestricted | $40,000 |
| NATIONAL FOREST FOUNDATION | |||||||
| BLDG 27 STE 3 FORT MISSOULA RD | MISSOULA | MT | 59804 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 227336 | DALLAS | TX | 75222 | N/A | PC | Texas Equal Access Fund | $6,000 |
| NATIONAL NETWORK OF ABORTION FUNDS - FUND TEXAS CH | |||||||
| 3005 S LAMAR BLVD D-109 111 | AUSTIN | TX | 78704 | N/A | PC | General & Unrestricted | $6,000 |
| NATIONAL NETWORK OF ABORTION FUNDS - LILITH FUND | |||||||
| PO BOX 684949 | AUSTIN | TX | 78768 | N/A | PC | Lilith Fund | $6,000 |
| NATIONAL SAVE THE FAMILY FARM COALITION | |||||||
| 110 MARYLAND AVE NE STE 307 | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $13,000 |
| NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE | |||||||
| PO BOX 675 | FLAGSTAFF | AZ | 86002 | N/A | PC | General & Unrestricted | $40,000 |
| NATURAL RESOURCES COUNCIL INC | |||||||
| 3 WADE ST | AUGUSTA | ME | 04330 | N/A | PC | General & Unrestricted | $3,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $80,000 |
| NEIGHBOR TO NEIGHBOR INC | |||||||
| 1550 BLUE SPRUCE DR | FORT COLLINS | CO | 80524 | N/A | PC | General & Unrestricted | $20,000 |
| NEIGHBORS LINK CORP | |||||||
| 27 COLUMBUS AVE | MOUNT KISCO | NY | 10549 | N/A | PC | General & Unrestricted | $10,000 |
| NEW ALTERNATIVES FOR CHILDREN INC | |||||||
| 37 WEST 26TH ST | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $20,000 |
| NEW ISRAEL FUND | |||||||
| 6 EAST 39TH ST SUITE 301 | NEW YORK | NY | 10016 | N/A | PC | Ir Amim Fund and Human Rights Campaign | $65,000 |
| NEW YORK-NEW JERSEY TRAIL CONFERENCE INC | |||||||
| 600 RAMAPO VALLEY RD | MAHWAH | NJ | 07430 | N/A | PC | General & Unrestricted | $20,000 |
| NEW YORKERS AGAINST GUN VIOLENCE EDUCATION FUND IN | |||||||
| 675 3RD AVE RM 2216 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $45,000 |
| NORTHEAST WILDERNESS TRUST | |||||||
| 17 STATE ST | MONTPELIER | VT | 05602 | N/A | PC | General & Unrestricted | $5,000 |
| NORTHEASTERN MINNESOTANS FOR WILDERNESS | |||||||
| PO BOX 625 | ELY | MN | 55731 | N/A | PC | General & Unrestricted | $5,000 |
| NORTHERN WESTCHESTER HOSPITAL ASSOCIATION | |||||||
| 400 EAST MAIN ST | MOUNT KISCO | NY | 10549 | N/A | PC | Cancer Center and Cardiac Care for Women | $50,000 |
| NORTHERN WESTCHESTER HOSPITAL ASSOCIATION | |||||||
| 400 EAST MAIN ST | MOUNT KISCO | NY | 10549 | N/A | PC | Ken Hamilton Caregivers Center | $2,500 |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT INC | |||||||
| 1301 FIFTH AVE 1ST FLOOR | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $5,000 |
| OPEN DOOR FOUNDATION INC | |||||||
| 165 MAIN ST | OSSINING | NY | 10562 | N/A | PC | General & Unrestricted | $15,000 |
| OPEN SPACE INSTITUTE INC | |||||||
| 1350 BROADWAY RM 201 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $40,000 |
| OPERATION UNDERGROUND RAILROAD INC | |||||||
| PO BOX 560902 | DENVER | CO | 80256 | N/A | PC | General & Unrestricted | $14,060 |
| ORDINARY WISHES INC | |||||||
| PO BOX 77 | WACCABUC | NY | 10597 | N/A | PC | General & Unrestricted | $5,000 |
| ORGANIZING NEIGHBORHOOD EQUITY | |||||||
| 1344 T S ST NW BSMT | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $5,000 |
| OUT MAINE | |||||||
| PO BOX 1723 | ROCKLAND | ME | 04841 | N/A | PC | General & Unrestricted | $2,000 |
| OXFAM-AMERICA INC | |||||||
| PO BOX 97374 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $76,000 |
| PACE WOMEN'S JUSTICE CENTER | |||||||
| 78 N BROADWAY | WHITE PLAINS | NY | 10603 | N/A | PC | General & Unrestricted | $7,500 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | General & Unrestricted | $68,000 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | Haiti Earthquake Relief Fund | $25,000 |
| PATHWAYS HOSPICE | |||||||
| 305 CARPENTER RD | FORT COLLINS | CO | 80525 | N/A | PC | Hospice Building Fund | $20,000 |
| PATHWAYS HOSPICE | |||||||
| 305 CARPENTER RD | FORT COLLINS | CO | 80525 | N/A | PC | Hospice Building Fund | $10,000 |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | |||||||
| 1101 15TH ST NW STE 600 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $133,000 |
| PHILANTHROPY MASSACHUSETTS INC | |||||||
| 133 FEDERAL ST STE 802 | BOSTON | MA | 02110 | N/A | PC | Environmental Justice Fund | $40,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $200,000 |
| PLANNED PARENTHOOD HUDSON PECONIC INC | |||||||
| 570 TAXTER RD STE 250 | ELMSFORD | NY | 10523 | N/A | PC | general support for Westchester programs | $20,000 |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $5,000 |
| PLANNED PARENTHOOD OF MICHIGAN | |||||||
| 950 VICTORS WAY STE 100 | ANN ARBOR | MI | 48108 | N/A | PC | Ann Arbor Health Center Renovation Fund | $20,000 |
| PLANNED PARENTHOOD OF MICHIGAN | |||||||
| 950 VICTORS WAY STE 100 | ANN ARBOR | MI | 48108 | N/A | PC | General & Unrestricted | $50,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||||
| 784 HERCULES DRIVE STE 110 | COLCHESTER | VT | 05446 | N/A | PC | General & Unrestricted | $100,000 |
| PONY POWER THERAPIES INC | |||||||
| 1170 RAMAPO VALLEY RD | MAHWAH | NJ | 07430 | N/A | PC | General & Unrestricted | $10,000 |
| PREBLE STREET | |||||||
| 38 PREBLE ST 3RD FLOOR | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $150,000 |
| PROJECT SELF-SUFFICIENCY OF LOVELAND-FORT COLLINS | |||||||
| 375 W 37TH ST STE 150 | LOVELAND | CO | 80538 | N/A | PC | General & Unrestricted | $25,000 |
| PROMISE PROJECT INC | |||||||
| 121 AVE OF THE AMERICAS FL 6 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $40,000 |
| PROTECT OUR WINTERS | |||||||
| 4676 BROADWAY ST | BOULDER | CO | 80304 | N/A | PC | General & Unrestricted | $5,000 |
| RAMAPO FOR CHILDREN INC | |||||||
| 49 W 38TH ST 5TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $10,000 |
| REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL S | |||||||
| 1305 N FLORES ST | SAN ANTONIO | TX | 78212 | N/A | PC | RAICES Action Fund | $10,000 |
| REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL S | |||||||
| 1305 N FLORES ST | SAN ANTONIO | TX | 78212 | N/A | PC | General & Unrestricted | $10,000 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN - MICHIGAN R | |||||||
| 535 W WILLIAM ST STE 10 | ANN ARBOR | MI | 48103 | N/A | PC | General & Unrestricted | $1,000 |
| RESIST INC | |||||||
| 42 SEAVERNS AVE | JAMAICA PLAIN | MA | 02130 | N/A | PC | Northeast Farmers of Color Land Trust Fund | $22,904 |
| RESPITE CARE INC | |||||||
| 6203 S LEMAY AVE | FORT COLLINS | CO | 80525 | N/A | PC | General & Unrestricted | $3,000 |
| RIGHT TO THE CITY ALLIANCE INC | |||||||
| 388 ATLANTIC AVE 2ND FL | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $20,000 |
| RIPPLEFFECT INC | |||||||
| PO BOX 441 | PORTLAND | ME | 04112 | N/A | PC | General & Unrestricted | $1,000 |
| RIVERKEEPER INC | |||||||
| 20 SECOR RD | OSSINING | NY | 10562 | N/A | PC | General & Unrestricted | $20,000 |
| ROIL | |||||||
| PO BOX 1062 | LEWISTON | ME | 04243 | N/A | PC | Maine Inside Out | $5,000 |
| ROOM TO READ | |||||||
| 465 CALIFORNIA ST STE 1000 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $5,000 |
| ROSIES PLACE INC | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | General & Unrestricted | $10,000 |
| ROUNDUP RIVER RANCH | |||||||
| 8333 COLORADO RIVER RD | GYPSUM | CO | 81637 | N/A | PC | General & Unrestricted | $15,000 |
| SAN FRANCISCO PLANNING & URBAN RESEARCH ASSN (SP | |||||||
| 654 MISSION ST | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $8,000 |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRA | |||||||
| 305 7TH AVE 12TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $20,000 |
| SILVER SPRINGS MARTIN LUTHER SCHOOL | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | Operating Fund | $25,000 |
| SOCIAL SECURITY WORKS EDUCATION FUND | |||||||
| 815 16TH ST NW 4TH FL | WASHINGTON | DC | 20006 | N/A | PC | Contribution designated for Business Leaders for Health Care Transformation | $1,000 |
| SOS COMMUNITY SERVICES | |||||||
| 101 S HURON ST | YPSILANTI | MI | 48197 | N/A | PC | General & Unrestricted | $15,000 |
| ST JOHNS EPISCOPAL CHURCH | |||||||
| 7 WHITTLESEY AVE | NEW MILFORD | CT | 06776 | N/A | PC | New Milford Refugee Resettlement Fund | $1,000 |
| ST JOSEPHS HOUSE OF HOSPITALITY OF ROCHESTER N Y F | |||||||
| 402 S AVE | ROCHESTER | NY | 14620 | N/A | PC | City-Wide Tenant Union of Rochester Support Fund | $5,000 |
| ST LUKES FOUNDATION INC | |||||||
| 377 N WILTON RD | NEW CANAAN | CT | 06840 | N/A | PC | Social Justice Design-Based Learning Fund | $25,000 |
| STANLEY M ISAACS NEIGHBORHOOD CENTER | |||||||
| 415 E 93RD ST | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $14,000 |
| STATE VOICES | |||||||
| 1616 P ST NW STE 220 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $230,000 |
| STEEP ROCK ASSOCIATION INC | |||||||
| PO BOX 279 | WASHINGTON DEPOT | CT | 06794 | N/A | PC | General & Unrestricted | $5,000 |
| SUPERIOR HIKING TRAIL ASSOCIATION | |||||||
| PO BOX 315 | TWO HARBORS | MN | 55616 | N/A | PC | General & Unrestricted | $1,500 |
| SURVIVAL INTERNATIONAL USA | |||||||
| PO BOX 26345 | SAN FRANCISCO | CA | 94126 | N/A | PC | General & Unrestricted | $10,000 |
| TEATOWN LAKE RESERVATION INC | |||||||
| 1600 SPRING VALLEY RD | OSSINING | NY | 10562 | N/A | PC | General & Unrestricted | $6,000 |
| TEMPLE BETH EL OF NORTHERN WESTCHESTER | |||||||
| 220 S BEDFORD RD | CHAPPAQUA | NY | 10514 | N/A | PC | annual fund | $10,000 |
| TEMPLE SHAARAY TEFILA OF WESTCHESTER | |||||||
| 89 BALDWIN RD | BEDFORD CORS | NY | 10549 | N/A | PC | General & Unrestricted | $60,000 |
| TEMPLE SHAARAY TEFILA OF WESTCHESTER | |||||||
| 89 BALDWIN RD | BEDFORD CORS | NY | 10549 | N/A | PC | Teen Center | $25,000 |
| THE NEW SCHOOL | |||||||
| 79 FIFTH AVE 17TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | Equity for Children | $700 |
| THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | N/A | PC | General & Unrestricted | $19,000 |
| THE CHILDRENS HEALTH FUND | |||||||
| 475 RIVERSIDE DR STE 630 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $40,000 |
| THE COMMUNITY KITCHEN | |||||||
| PO BOX 3033 | LOVELAND | CO | 80539 | N/A | PC | General & Unrestricted | $25,000 |
| THE JEWISH COMMUNITY CENTER IN MANHATTAN INC | |||||||
| 334 AMSTERDAM AVE | NEW YORK | NY | 10023 | N/A | PC | literacy project | $40,000 |
| THE NETWORK FOR SOCIAL JUSTICE INC | |||||||
| PO BOX 346 | WINCHESTER | MA | 01890 | N/A | PC | General & Unrestricted | $1,500 |
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN | |||||||
| 445 FIFTH AVE 4TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | after-school programs | $1,000 |
| THE NON-GMO PROJECT | |||||||
| 11 BELLWETHER WAY STE 301 | BELLINGHAM | WA | 98225 | N/A | PC | General & Unrestricted | $25,000 |
| THE SIERRA CLUB FOUNDATION | |||||||
| 50 F ST EIGHTH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $5,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 666 BROADWAY 9TH FL | NEW YORK | NY | 10012 | N/A | PC | Equitable Communities Fund | $10,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 666 BROADWAY 9TH FL | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $25,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 80 GEORGE ST | MEDFORD | MA | 02155 | N/A | PC | New Entry Sustainable Farming Project: Food Hub | $20,000 |
| UNION SETTLEMENT ASSOC | |||||||
| 237 E 104TH ST | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $17,000 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | General & Unrestricted | $25,000 |
| UNITED NEIGHBORHOOD HOUSES OF NEW YORK INC | |||||||
| 45 BROADWAY 22ND FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $27,000 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 125 MAIDEN LN 10TH FLR | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $45,000 |
| UNITED WAY OF LARIMER COUNTY INC | |||||||
| 525 W OAK ST STE 101 | FORT COLLINS | CO | 80521 | N/A | PC | Reading Corp program | $22,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION-SCHOO | |||||||
| 2121 BERKELEY WAY RM 5302 | BERKELEY | CA | 94720 | N/A | PC | The Health Policy Advocacy Initiative Public Health Leadership | $120,000 |
| UNIVERSITY OF MAINE SCHOOL OF LAW FOUNDATION | |||||||
| 246 DEERING AVE | PORTLAND | ME | 04102 | N/A | PC | Maine Center for Juvenile Policy and Law | $50,000 |
| UNIVERSITY OF MAINE SCHOOL OF LAW FOUNDATION | |||||||
| 246 DEERING AVE | PORTLAND | ME | 04102 | N/A | PC | Maine Center for Juvenile Policy and Law | $20,000 |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | |||||||
| 184 ELDRIDGE ST 3RD FL | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $24,000 |
| UP VALLEY FAMILY CENTERS OF NAPA COUNTY | |||||||
| 1440 SPRING ST | SAINT HELENA | CA | 94574 | N/A | PC | General & Unrestricted | $3,000 |
| VOICES OF COMMUNITY ACTIVISTS & LEADERS-VOCAL-NY-I | |||||||
| PO BOX 170374 | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $5,000 |
| VOTINGWORKS | |||||||
| 548 MARKET ST STE 53001 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $50,000 |
| WESTCHESTER LAND TRUST INC | |||||||
| 403 HARRIS RD | BEDFORD HILLS | NY | 10507 | N/A | PC | General & Unrestricted | $35,000 |
| WILDLANDS TRUST INC | |||||||
| 675 LONG POND RD | PLYMOUTH | MA | 02360 | N/A | PC | General & Unrestricted | $5,000 |
| WINCHESTER HOSPITAL FOUNDATION INC | |||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | N/A | PC | Healthcare Heroes Fund | $5,000 |
| WNET | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $20,000 |
| WOBURN COUNCIL OF SOCIAL CONCERN INC | |||||||
| 2 MERRIMAC ST | WOBURN | MA | 01801 | N/A | PC | General & Unrestricted | $2,500 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $15,000 |
| WRIGHT LOCKE FARM CONSERVANCY INC | |||||||
| PO BOX 813 | WINCHESTER | MA | 01890 | N/A | PC | General & Unrestricted | $25,000 |
| YELLOWSTONE FOREVER | |||||||
| PO BOX 1857 | BOZEMAN | MT | 59771 | N/A | PC | General & Unrestricted | $1,500 |
| YESHIVA UNIVERSITY | |||||||
| 2495 AMSTERDAM AVE | NEW YORK | NY | 10033 | N/A | PC | Ferkauf Graduate School Diversity Scholarship Fund | $20,000 |
| YOUTH REPRESENT INC | |||||||
| 11 PARK PLACE STE 1512 | NEW YORK | NY | 10007 | N/A | PC | General & Unrestricted | $53,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,943,981 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,551 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $754,597 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,904,053 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $1,470,273 |
| Federal Tax Refund | 01 | $11,364 |
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $1,398 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,145,236 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,145,236 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM 990-PF | Form 990-PF | One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
| Form 8865 | Form 8865 | The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
| Form 926 | Form 926 | The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | REGAL COMMUNICATIONS - 10.000% | BondNm |
| EOY Book Value | $233,397 | EOYBookValueAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $313,839 | $555,360 |
| ACCENTURE PLC | $149,720 | $454,761 |
| ADOBE SYSTEMS, INC | $196,575 | $561,956 |
| AERCAP HOLDING N.V | $674,762 | $772,283 |
| AET AND D HOLD NON VOTING SHS | ||
| AIRBNB | $259,950 | $296,019 |
| ALIGN TECHNOLOGY, INC | $58,278 | $185,982 |
| ALLEGIANT TRAVEL CO | $286,853 | $281,121 |
| ALPHABET INC CL A | $658,589 | $1,662,901 |
| ALPHABET INC CL C | $287,446 | $818,886 |
| AMAZON COM | $1,642,862 | $1,823,885 |
| ANALOG DEVICES INC | $302,643 | $351,540 |
| APPLE INC | $90,030 | $710,280 |
| APTIV PLC | $219,657 | $463,345 |
| ARMSTRONG WORLD INDU | $253,289 | $279,501 |
| AUTODESK, INC | $235,496 | $339,678 |
| AVALARA INC | $394,411 | $315,158 |
| BECTON DICKINSON AND CO PRF B | $105,000 | $105,500 |
| BLACKROCK INC | $256,582 | $457,780 |
| BLOCK INC | $376,038 | $359,360 |
| BROADCOM INC 8% PFD SER A | $420,052 | $830,156 |
| CARRIER GLOBAL | $87,220 | $108,480 |
| CATALENT INC | $197,990 | $286,787 |
| CLARIVATE PLC | $444,225 | $440,741 |
| DANAHER CORP | $213,519 | $421,791 |
| DATTO HLDG CORP | $291,873 | $294,909 |
| DEVON ENERGY CORPORATION | $121,991 | $220,250 |
| DOCUSIGN INC | $145,973 | $327,467 |
| DOW INC | $141,586 | $141,800 |
| EATON CORP PLC | $93,711 | $103,692 |
| FASTENAL COMPANY | $93,772 | $128,120 |
| FLOOR AND DECOR HOLDINGS | $200,130 | $216,597 |
| GARTNER INC | $103,850 | $304,900 |
| GOOSEHEAD INSURANCE INC | $385,583 | $394,012 |
| HALOZYME THERAPEUTICS, INC | $303,363 | $431,654 |
| ILLUMINA INC COM | $148,713 | $185,274 |
| INTERACTIVE BROKERS GROUP, INC | $264,299 | $345,715 |
| INTUITIVE SURGICAL | $153,724 | $226,359 |
| IQVIA HOLDINGS INC | $306,368 | $573,026 |
| JOHNSON & JOHNSON | $84,498 | $128,303 |
| LITHIA MOTORS INC CL A | $588,862 | $492,640 |
| MAINGATE MLP FUND CL I | $6,116,934 | $4,677,332 |
| MARTIN MARIETTA MATLS INC | $390,332 | $509,682 |
| MASTERCARD INC | $340,941 | $504,485 |
| META PLATFORMS INC | $395,758 | $789,077 |
| MICROSOFT CORP | $709,379 | $1,961,419 |
| MSCI INC | $69,145 | $163,588 |
| NCR CP | $85,031 | $80,400 |
| NETFLIX INC | $252,192 | $283,749 |
| NIKE INC-CL B | $167,507 | $474,176 |
| NVIDIA CORP | $264,627 | $620,866 |
| OCCIDENTAL PETROLEUM CORP | $37,476 | $43,485 |
| OSHKOSH CORP | $179,012 | $169,065 |
| PALO ALTO NETWORKS INC | $302,494 | $708,755 |
| PAYPAL HOLDINGS, INC | $847,612 | $1,061,705 |
| PEPSICO INC | $226,492 | $347,420 |
| PERSHING SQUARE HOLDINGS LTD. | $56,138 | $61,800 |
| PFIZER INC | $76,859 | $88,575 |
| PROGYNY ORD SHS | $389,190 | $360,808 |
| PUT - AAPL@140 - 06/17/22 | $9,914 | $5,540 |
| PUT - CRM @200 - 06/17/22 | $7,430 | $5,050 |
| PUT - DOCU@125 - 06/17/22 | $9,170 | $9,100 |
| PUT - FB@310 - 07/15/22 | $5,325 | $5,985 |
| PUT - MSFT@295 - 04/14/22 | $6,694 | $5,900 |
| PUT - NKE@140 - 04/14/22 | $5,120 | $1,856 |
| PUT - PYPL 07/15/22 @ $150 | $14,220 | $12,300 |
| PUT - TGT@200 - 07/15/22 | $5,499 | $5,640 |
| PUT - ZTS@190 - 04/14/22 | $19,801 | $2,600 |
| PUT - ZTS@200 - 07/15/22 | $10,920 | $10,920 |
| REPAY HOLDINGS CORPORATION | $390,015 | $300,395 |
| SALESFORCE.COM | $864,931 | $1,194,157 |
| SERVICE NOW | $166,348 | $375,186 |
| SIGNATURE BANK | $219,983 | $228,693 |
| SOUTHWEST AIRLINES | $427,827 | $381,019 |
| STARBUCKS CORP COM | $149,867 | $260,024 |
| STRYKER CORPORATION | $227,670 | $267,420 |
| T. ROWE PRICE GROUP | $144,529 | $176,976 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $29,077 | $180,465 |
| TARGET CORPORATION | $129,600 | $347,160 |
| THE ENSIGN GROUP, INC | $384,690 | $393,688 |
| THERMO FISHER SCIENTIFIC INC | $145,833 | $667,240 |
| UNITEDHEALTH GROUP INC | $223,986 | $348,485 |
| VISA INC | $203,080 | $394,412 |
| W. P. CAREY INC | $87,730 | $82,050 |
| WAL-MART STORES INC | $229,945 | $289,380 |
| WALT DISNEY HOLDINGS CO | $394,542 | $366,005 |
| WELLS FARGO & CO | $338,701 | $719,268 |
| ZOETIS INC | $281,683 | $1,126,931 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,865,110 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,759,247 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (41 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR U.S. LIFE FUND IV, L.P | $3,132,251 | $3,227,570 |
| ASM CONNAUGHT HOUSE FUND III, | $2,750,000 | $3,323,326 |
| BOND CAPITAL FUND, LP | $1,182,294 | $2,925,637 |
| BOND II, L.P | $1,269,170 | $1,536,459 |
| COLCHIS INCOME FUND, LTD | $762,428 | $1,136,992 |
| COURAGE MUSIC ROYALTY FUND, L. | $1,500,026 | $2,620,469 |
| DALTON INVESTMENTS TRUST SERIE | $4,484,614 | $5,957,227 |
| DG VALUE PARTNERS II OFFSHORE | $1,500,000 | $1,672,321 |
| DG VALUE PARTNERS II OFFSHORE | $1,500,000 | $1,712,179 |
| ECHO STREET GOODCO SELECT II L | $6,867,033 | $10,728,111 |
| FORESITE CAPITAL FUND V, L.P | $612,588 | $800,393 |
| FORESITE CAPITAL OPPORTUNITY F | $160,758 | $244,260 |
| FUNDSMITH EQUITY FUND, L.P | $2,873,945 | $6,888,607 |
| GQG PARTNERS INT'L EQUITY FD L | $4,444,332 | $5,729,102 |
| INDIA ACORN FUND (CAYMAN) LTD | $4,004,552 | $8,545,698 |
| INNOVATION ENDEAVORS IV LP | $273,098 | $273,316 |
| LIGHTHOUSE INDIA FUND III, LIM | $1,810,293 | $5,681,284 |
| MGG SF EVERGREEN UNLEVERED FUN | $5,249,741 | $5,030,473 |
| NEW GENERATION TURNAOUND FUND | $1,096,920 | $1,094,053 |
| NEW SILK ROAD SEA FUND LTD CLA | $1,700,000 | $1,700,000 |
| NOAL SCSP (FKA NOVALPINA CPTL | $1,733,300 | $1,085,821 |
| NOVALIS LIFESCIENCES INVESTMEN | $175,698 | $172,527 |
| OLEA SPECIAL OPPS OFFSHORE FD | $1,908,211 | $2,472,451 |
| ORCHARD LIQUID CREDIT FUND | $2,151,232 | $2,548,876 |
| THE OVERLOOK PARTNERS FUND L.P | $3,684,806 | $4,444,440 |
| THIRD POINT OFFSHORE FUND, LTD | $2,244,850 | $4,449,974 |
| THIRD POINT STRUCTURED CREDIT | $3,000,000 | $3,691,744 |
| WARBURG PINCUS GLOBAL GROWTH ( | $87,728 | $95,259 |
| WARBURG PINCUS GLOBAL GROWTH, | $1,226,742 | $1,602,499 |
| WARBURG PINCUS PRIVATE EQUITY | $460,649 | $400,607 |
| WARBURG PINCUS PRIVATE EQUITY | $30,844 | $63,688 |
| WARBURG PINCUS PRIVATE EQUITY | $4,342 | $3,474 |
| WARBURG PINCUS PRIVATE EQUITY | $3,333 | $3,164 |
| WARBURG PINCUS PRIVATE EQUITY | $1,590,794 | $4,262,944 |
| WARBURG PINCUS XII CALLISTO (C | $1,184,309 | $2,847,845 |
| WF ASIAN SMALLER COMPANIES FUN | $3,170,896 | $2,913,562 |
| WP GG EUROPA (CAYMAN-B), L.P | $1,092,150 | $1,643,401 |
| YORK CREDIT OPP UNIT TRUST | $1,213,749 | $627,379 |
| YORK DISTRESSED ASSET FUND III | $3,015,789 | $4,072,983 |
| YORK DISTRESSED ASSET FUND IV | $2,249,158 | $2,621,275 |
| YORK EUROPEAN DISTRESSED CREDI | $648,936 | $1,499,264 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (30 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $97,000 | $97,000 | |
| Bank Charges | $3,852 | $3,852 | |
| Indemnification Insurance | $1,989 | $1,989 | |
| K-1 Exp AIR U.S. LIFE FUND IV, | $34,115 | $34,115 | |
| K-1 Exp BOND CAPITAL FUND, LP | $28,903 | $28,903 | |
| K-1 Exp BOND II, L.P | $30,830 | $30,830 | |
| K-1 Exp COURAGE MUSIC ROYALTY | $265,619 | $265,619 | |
| K-1 Exp DALTON INVESTMENTS TRU | $86,762 | $86,762 | |
| K-1 Exp ECHO STREET GOODCO SEL | $93,388 | $93,388 | |
| K-1 Exp FORESITE CAPITAL FUND | $25,763 | $25,763 | |
| K-1 Exp FORESITE CAPITAL OPPOR | $1,174 | $1,174 | |
| K-1 Exp FUNDSMITH EQUITY FUND, | $63,996 | $63,996 | |
| K-1 Exp GQG PARTNERS INT'L EQU | $43,992 | $43,992 | |
| K-1 Exp INNOVATION ENDEAVORS I | $24,402 | $24,402 | |
| K-1 Exp LIGHTHOUSE INDIA FUND | $197,753 | $197,753 | |
| K-1 Exp NEW GENERATION TURNAOU | $40,370 | $40,370 | |
| K-1 Exp NOAL SCSP (FKA NOVALPI | $151,021 | $151,021 | |
| K-1 Exp NOVALIS LIFESCIENCES I | $6,024 | $6,024 | |
| K-1 Exp RENAISSANCE INSTL EQUI | $26,402 | $26,377 | |
| K-1 Exp THE OVERLOOK PARTNERS | $48,138 | $48,138 | |
| K-1 Exp WARBURG PINCUS GLOBAL | $419 | $419 | |
| K-1 Exp WARBURG PINCUS GLOBAL | $40,269 | $40,267 | |
| K-1 Exp WARBURG PINCUS PRIVATE | $305 | $305 | |
| K-1 Exp WARBURG PINCUS PRIVATE | $67 | $67 | |
| K-1 Exp WARBURG PINCUS PRIVATE | $250 | $250 | |
| K-1 Exp WARBURG PINCUS PRIVATE | $48 | $48 | |
| K-1 Exp WARBURG PINCUS PRIVATE | $18,788 | $18,770 | |
| State or Local Filing Fees | $1,500 | $1,500 | |
| Website Hosting/Support | $21 | $21 | |
| REGISTERED AGENT FEE | $120 | $120 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss AIR U.S. LIFE FUND IV, L.P | -$366 | -$366 |
| K-1 Inc/Loss COURAGE MUSIC ROYALTY FUND, L.P | $254,007 | $254,007 |
| K-1 Inc/Loss DALTON INVESTMENTS TRUST SERIES B | $113,149 | $113,149 |
| K-1 Inc/Loss ECHO STREET GOODCO SELECT II LP | $110,152 | $110,152 |
| K-1 Inc/Loss FORESITE CAPITAL FUND V, L.P | $387 | $387 |
| K-1 Inc/Loss FORESITE CAPITAL OPPORTUNITY FUND V, | $379 | $379 |
| K-1 Inc/Loss FUNDSMITH EQUITY FUND, L.P | $83,580 | $83,580 |
| K-1 Inc/Loss GQG PARTNERS INT'L EQUITY FD LLC | $207,019 | $207,019 |
| K-1 Inc/Loss LIGHTHOUSE INDIA FUND III, LIMITED | $2,128 | $2,128 |
| K-1 Inc/Loss MGG SF EVERGREEN UNLEVERED FUND LP | $365,616 | $365,616 |
| K-1 Inc/Loss NEW GENERATION TURNAOUND FUND (DELAWA | $117,237 | $117,237 |
| K-1 Inc/Loss NOAL SCSP (FKA NOVALPINA CPTL PTNS I | $19,187 | $19,187 |
| K-1 Inc/Loss RENAISSANCE INSTL EQUITIES FUND LLC | $38,960 | $38,960 |
| K-1 Inc/Loss THE OVERLOOK PARTNERS FUND L.P | $78,121 | $78,121 |
| K-1 Inc/Loss WARBURG PINCUS GLOBAL GROWTH (E&P)-2, | $953 | $953 |
| K-1 Inc/Loss WARBURG PINCUS GLOBAL GROWTH, LP | $3,992 | $3,992 |
| K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY (E&P) X | $20,932 | $20,932 |
| K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY (E&P) X | $6,791 | $6,791 |
| K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY XII (FT | $1,197 | $1,197 |
| K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY XII (IN | $1 | $1 |
| K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY XII, LP | $46,851 | $46,851 |
| Class Action Lawsuit Proceeds | $1,398 | $1,398 |
| Federal Tax Refund | $11,364 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| BOY Book Value | $132,360 | BOYBookValueAmt |
| EOY Book Value | $59,921 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $970,203 | $970,203 | |
| Philanthropic Consulting Srvcs | $124,033 | $124,033 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $167,100 | |
| Foreign Tax Paid | $1,180 | $1,180 |