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LEON LEVY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LEON LEVY FOUNDATION (EIN 30-6085406)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-11
IRS object ID
202233159349100718
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)
Return2022-11-11T07:56:54-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN306085406EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEON LEVY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEONBusinessNameControlTxt
Phone2124556233PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE ROCKEFELLER PLAZA 20 FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMEREDITH ROSSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2124556233PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMEREDITHPersonFirstNm
Person LastROSSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA KIELCZEWSKIPreparerPersonNm
PTINP00740769PTIN
Phone2122970400PhoneNum
Preparation2022-11-02PreparationDt

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$614,122,389FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,175,422DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,175,422DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$108,915,321NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$135,312,964GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$108,574,097CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$8,505,503OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$7,987,378OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$121,596,253TotalRevAndExpnssAmt
Total Net Invst Incm$120,736,904TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$521,040CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$222,562CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$298,478CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$740,784OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$131,250OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$609,534OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$540,628PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$165,728PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$374,900PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$19,324LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$19,324LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$150,917AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$120,734AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$30,183AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$477,819OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$293,068OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$184,751OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$84,250InterestRevAndExpnssAmt
Interest Net Invst Incm$84,250InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$3,099,306TaxesRevAndExpnssAmt
Taxes Net Invst Incm$203,566TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,212,871DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$397,193OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$139,018OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$258,176OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$13,922TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$4,873TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$9,049TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$3,081PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$1,078PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$2,003PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,192,099OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,112,959OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$79,139OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,453,234TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,479,086TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,865,537TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,992,231ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,116,814ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$44,445,465TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,479,086TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$29,982,351TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$77,150,788ExcessRevenueOverExpensesAmt
Net Investment Income$116,257,818NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$22,004,254SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,229,940SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,229,940SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,297,111PrepaidExpensesBOYAmt
Prepaid Expenses EOY$488,259PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$488,259PrepaidExpensesEOYFMVAmt
Other Investments BOY$441,288,154OtherInvestmentsBOYAmt
Other Investments EOY$566,732,028OtherInvestmentsEOYAmt
Other Investments EOYFMV$566,732,028OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$48,786,524LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$20,114,362LandBldgEquipAccumDeprecAmt
Land BOY$29,876,596LandBOYAmt
Land EOY$28,672,162LandEOYAmt
Land EOYFMV$28,672,162LandEOYFMVAmt
Total Assets BOY$494,466,115TotalAssetsBOYAmt
Total Assets EOY$614,122,389TotalAssetsEOYAmt
Total Assets EOYFMV$614,122,389TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,423,643AccountsPayableBOYAmt
Accounts Payable EOY$547,724AccountsPayableEOYAmt
Grants Payable BOY$49,090,294GrantsPayableBOYAmt
Grants Payable EOY$54,965,711GrantsPayableEOYAmt
Other Liabilities BOY$1,872,500OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,969,636OtherLiabilitiesEOYAmt
Total Liabilities BOY$54,386,437TotalLiabilitiesBOYAmt
Total Liabilities EOY$59,483,071TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$440,079,678NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$554,639,318NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$440,079,678TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$554,639,318TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$494,466,115TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$614,122,389TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$440,079,678TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$77,150,788ExcessRevenueOverExpensesAmt
Other Increases$74,119,818OtherIncreasesAmt
Subtotal$591,350,284SubtotalAmt
Other Decreases$36,710,966OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$554,639,318TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
NON K1 INVESTMENTSP2019-01-012021-12-31$78,337,942$78,337,942$78,337,942
PASS THROUGH CAPITAL GAINSP2021-01-022021-12-31-$3,635,409-$3,635,409$3,635,409
PASS THROUGH CAPITAL GAINSP2019-01-012021-12-31$30,773,963$30,773,963$30,773,963
PASS THROUGH SECTION 1231 GAINSP2019-01-012021-12-31$298,129$298,129$298,129
PASS THROUGH SECTION 1256P2019-01-012021-12-31$0$0
PUBLIC TRADED SECURITIESP2021-01-122021-12-31$12,327,236$567,622$567,622$11,759,614
PUBLIC TRADED SECURITIESP2019-01-012021-12-31$13,142,607$2,139,987$2,139,987$11,002,620
CAPITAL GAINS DIVIDENDSP$91,863$91,863$91,863
FieldValueIRS element (for citing)
Capital Gain Net Income$108,574,097CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,615,984InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,615,984SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,615,984TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$462,449EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$167,700ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$630,149TotalPaymentsAndCreditsAmt
Es Penalty$3,300EsPenaltyAmt
Tax Due$989,135TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt
Individual With BooksJUSTINE KOCHIndividualWithBooksNm
Phone2124556228PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE ROCKEFELLER PLAZA 20TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELIZABETH MOYNIHAN
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020TRUSTEE15.00$75,916$0$0
JOHN BERNSTEIN
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020TRUSTEE15.00$0$0$0
ROBERT GOLDRICH
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020PRESIDENT40.00$445,124$140,956$0
SHELBY WHITE
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020TRUSTEE25.00$0$0$0
TRACY WHITE
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020TRUSTEE15.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MEREDITH ROSS
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020GRANTS MANAGER40.00$195,000$82,482$0
JUSTINE KOCH
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020CONTROLLER40.00$175,000$77,502$0
JENNIFER ELLIS
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020PROGRAM OFFICER40.00$152,460$68,077$0
MIRSAD KOJASEVIC
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020MANAGER40.00$105,000$56,258$0
SARA HOLM
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020PROGRAM ASSISTANT40.00$62,820$22,353$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k1OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line2USAddress/AddressLine2Txt
ULYSSES MANAGEMENT
ONE ROCKEFELLER PLAZANEW YORKNY10020IT/COMPUTER MAINTENANCE$389,707
MAPLES GROUP
1185 AVENUE OF THE AMERICASNEW YORKNY10036INVESTMENT ACCOUNTING SERVICES$261,268
ALLIANT INSURANCE INC
32 OLD ISLIPNEW YORKNY10005INSURANCE CONSULTANT$169,550
COHNREZNICK LLP
1301 AVENUE OF THE AMERICASNEW YORKNY10019AUDIT/TAX SERVICES$122,517
NEW PROVIDENCE
570 LEXINGTON AVE 5TH FLOOR NEWNEW YORKNY10022INVESTMENT MANAGEMENT SERVICES$78,122YORK NY 10022
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1INSTITUTE FOR THE STUDY OF THE ANCIENT WORLD-RESEARCHDescription1Txt
Expenses1$209,176Expenses1Amt
Description2ELEUTHERA BOTANICAL GARDENDescription2Txt
Expenses2$77,634Expenses2Amt
Description3VARIOUS DIRECT PROGRAM EXPENSESDescription3Txt
Expenses3$195,970Expenses3Amt

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$518,707,828AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,415,784AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$531,123,612TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$531,123,612AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,966,854CashDeemedCharitableAmt
Net Vl Noncharitable Assets$523,156,758NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,157,838MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,157,838MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,615,984TaxBasedOnInvestmentIncomeAmt
Income Tax$164,120IncomeTaxAmt
Total Tax$1,780,104TotalTaxAmt
Distributable Before Adj$24,377,734DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,377,734DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,377,734DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,982,351ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$29,982,351QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,377,734DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$7,013,359ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,863,319ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,016,082ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,493,883ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,969,772ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$33,356,415TotalExcessDistributionCyovAmt
Qualifying Distributions$29,982,351QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,377,734AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,604,617RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$38,961,032TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$7,013,359ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$31,947,673ExcessDistriCyovToNextYrAmt
Excess From Year4$6,863,319ExcessFromYear4Amt
Excess From Year3$7,016,082ExcessFromYear3Amt
Excess From Year2$5,493,883ExcessFromYear2Amt
Excess From Year1$6,969,772ExcessFromYear1Amt
Excess From Current Year$5,604,617ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (175 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdRecipient RelationshipRecipientRelationshipTxtAddress Line2RecipientUSAddress/AddressLine2Txt
92ND STREET Y
1395 LEXINGTON AVENUENEW YORKNY10128PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$55,000
A BETTER BALANCE
5 COLUMBUS CIRCLE 11TH FLOORNEW YORKNY10019PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
ARTNEW YORK
520 8TH AVE STE319NEW YORKNY10018PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$150,000
ACADEMIC ENGAGEMENT NETWORK
734 15TH STREET NW SUITE 600WASHINGTONDC20005PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$75,000
AMERICAN BALLET THEATRE
890 BRAODWAY 3RD FLOORNEW YORKNY10003PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$30,000
AMERICAN BIRD CONSERVANCY
PO BOX 249THE PLAINSVA20198PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$160,000
AMERICAN FOR OXFORD
500 FIFTH AVENUENEW YORKNY10011PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
AMERICAN FRIENDS OF ISRAEL MUSEUM
545 5TH AVE STE 920NEW YORKNY10017PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$78,000
AMERICAN FRIENDS OF SHANGHAI MUSEUM
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AMERICAN FRIENDS OF THE LOUVRE
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AMERICAN MUSEUM OF NATURAL HISTORY
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AMERICAN NUMISMATIC SOCIETY THE
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APPALACHIAN MOUNTAIN CLUB
10 CITY SQUAREBOSTONMA02129PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
ARCHAEOLOGICAL INSTITUTE OF AMERICA
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ARCHIPELAGO BOOKS
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ARCHIVES OF AMERICAN ART SMITHSONIAN INSTITUTION
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ASIA SOCIETY
725 PARK AVENEW YORKNY10021PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
ASSOCIATION OF ART MUSEUM CURATORS
174 E 80TH STNEW YORKNY10075PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
ATLANTIC THEATER COMPANY
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AUDUBON NEW YORK STATE
46 RARICK RDSELKIRKNY12158PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$2,500
AUTHORS GUILD FOUNDATION
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BAHAMAS HOPE FOUNDATION
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BARD GRADUATE CENTER FOR THE STUDIES IN THE DECORATIVE ARTS DESIGN & CULTU
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BASIL TWIST'S TANDEM OTTER PRODUCTIONS
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BEATRIX FARRAND SOCIETY
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BRENNAN CENTER FOR JUSTICE
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BROOKLYN ACADEMY OF MUSIC
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BROOKLYN BOTANIC GARDEN
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BROOKLYN MUSEUM
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BROOKLYN PUBLIC LIBRARY
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BROOKS SCHOOL
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BURLE MARX INSTITUTE
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CANDID
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CARNEGIE HALL
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CENTER FOR BROOKLYN HISTORY
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CENTER FOR CURATORIAL LEADERSHIP
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CENTER FOR JEWISH HISTORY
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CENTER FOR REPRODUCTIVE RIGHTS
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CENTRAL PARK CONSERVANCY
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CITY PARKS FOUNDATION
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COLUMBIA UNIVERSITY MEDICAL CENTER
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COMMITTEE TO PROTECT JOURNALISTS
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COOPER UNION
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CORNELL LABORATORY OF ORNITHOLOGY
159 SAPSUCKER WOODS ROADITHACANY14850PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$130,000
COUNCIL OF AMERICAN JEWISH MUSEUMS
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CYCLADIC ART FOUNDATION
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ENTERTAINMENT COMMUNITY FUND
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EQUAL JUSTICE INITIATIVE
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EQUALITY NOW INC
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FILM SOCIETY OF LINCOLN CENTER
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FOOTSTEPS
114 JOHN ST 930NEW YORKNY10272PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$50,000
FOUNDATION FOR CONTEMPORARY ARTS
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FOUR WINTERS FILM
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FRANCESCA WADE
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FREER GALLERY OF ART & ARTHUR SACKLER GALLERY SMITHSONIAN INSTITUTE
PO BOX 37012 MRC 707WASHINGTONDC20013PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$900,000
FRICK COLLECTION THE
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FRIENDS OF ACADIA
43 COTTAGE STBAR HARBORME04609PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
FRIENDS OF PS-IS 187
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FRIENDS OF THE ISRAEL ANTIQUITIES AUTHORITY
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GOTHAM GIVES
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GOVERNANCE INSTITUTE
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GRADUATE CENTER - CITY UNIVERSITY OF NEW YORK
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HARVARD ART MUSEUMS
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HARVARD MUSEUM OF THE ANCIENT NEAR EAST
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HUMAN RIGHTS FIRST
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IMMIGRANT JUSTICE CORPS
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INSTITUTE OF FINE ARTS
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INTELLIGENCE SQUARED US
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INTERNATIONAL FOUNDATION FOR ART RESEARCH
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IRISH REPERTORY THEATRE
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ISRAEL NATURE AND HERITAGE FOUNDATION OF AMERICA
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JOHNS HOPKINS MEDICINE (NEUROLOGY)
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LIBRARY OF AMERICAN LANDSCAPE HISTORY
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LINCOLN CENTER FOR THE PERFORMING ARTS
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LINCOLN CENTER THEATER
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LUNGEVITY
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MAINE COAST HERITAGE TRUST
1 BOWDOIN MILL IS STE 201TOPSHAMME04086PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$200,000
MANHATTAN THEATRE CLUB
311 WEST 43RD ST 8TH FLOORNEW YORKNY10036PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$60,000
METROPOLITAN MUSEUM OF ART
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MOUNT HOLYOKE COLLEGE
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MOUNT SINAI
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MUNICIPAL ART SOCIETY
488 MADISON AVE SUITE 1900NEW YORKNY10022PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
MUSEUM OF THE CITY OF NEW YORK
1220 5TH AVENEW YORKNY10029PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$103,000
NAMI WESTCHESTER
100 CLEARBROOK RDSUITE 181ELMSFORDNY10523PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$2,000
NATIONAL PARKS OF NEW YORK HARBOR CONSERVANCY
FEDERAL HALL NATIONAL MEMORIAL 26NEW YORKNY10005PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000WALL STREET
NATURAL AREAS CONSERVANCY
1234 FIFTH AVENUENEW YORKNY10029PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$50,000
NEUE GALERIE MUSEUM FOR GERMAN & AUSTRIAN ART
1048 FIFTH AVENEW YORKNY10028PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$2,500
NEW 42ND STREET
229 WEST 42ND STREET 10TH FLOORNEW YORKNY11036PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$55,000
NEW YORK CITY AUDUBON
71 WEST 23RD STREET SUITE 1523NEW YORKNY10010PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$68,334
NEW YORK CITY BALLET
DAVID H KOCH THEATER 20 LINCOLNNEW YORKNY10023PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000CENTER
NEW YORK CITY CENTER
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NEW YORK IMMIGRATION COALITION
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NEW YORK PHILHARMONIC
10 LINCOLN CENTER PLAZANEW YORKNY10023PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$426,600
NEW YORK PUBLIC LIBRARY
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NEW YORK PUBLIC RADIO
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NEW YORK THEATRE WORKSHOP
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NEW YORK UNIVERSITY
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NEW YORK UNIVERSITY SCHOOL OF LAW
40 WASHINGTON SQUARE SOUTHNEW YORKNY10012PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$15,000
NEW YORKERS FOR PARKS
55 BROAD STREET 23RD FLOORNEW YORKNY10004PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
NEW-YORK HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORKNY10024PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$205,000
NYAAF
FDR STATION PO BOX 7569NEW YORKNY10150PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$50,000
NYU LANGONE HEALTH
ONE PARK AVENUE 5TH FLOORNEW YORKNY10016PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$638,686
ONE ELEUTHERA FOUNDATION
C/O LANE GLAZE PO BOX 1302CLEMSONSC29633PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
ORPHEUS CHAMBER ORCHESTRA
490 RIVERSIDE DRIVE 11TH FLOORNEW YORKNY10027PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
PACKER COLLEGIATE INSTITUTE
170 JORALEMON STREETBROOKLYNNY11201PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
PARK AVENUE ARMORY
643 PARK AVENUENEW YORKNY10065PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
PEN AMERICAN CENTER
588 BROADWAY SUITE 303NEW YORKNY10012PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
PHILANTHROPY NEW YORK
320 EAST 43RD STREETNEW YORKNY10017PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$45,500
PHYSICIANS FOR HUMAN RIGHTS
256 WEST 38TH STREET 9TH FLOORNEW YORKNY10011PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
PING CHONG AND COMPANY
47 GREAT JONES STREET 6TH FLOORNEW YORKNY10012PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
PJ LIBRARY
67 HUNT STREET SUITE 100AGAWAMMA01001PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
PLANNED PARENTHOOD OF NEW YORK CITY INC
26 BLEECKER STREETNEW YORKNY10012PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
POETS HOUSE
10 RIVER TERRACENEW YORKNY10282PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$60,000
PRESBYTERIAN CHURCH OF UPPER MONTCLAIR
53 NORWOOD AVEUPPER MONTCLAIRNJ07043PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$800
PROPUBLICA
155 AVENUE OF THE AMERICAS 13THNEW YORKNY10013PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$50,000FLOOR
PROSPECT PARK ALLIANCE
95 PROSPECT PARK WESTBROOKLYNNY11215PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
PS-IS 187 PARENT ORGANIZATION
349 CABRINI BLVDNEW YORKNY10040PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
QUEENS PUBLIC LIBRARY
8911 MERRICK BLVDJAMAICANY11415PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$50,000
ROUNDABOUT THEATRE COMPANY
231 WEST 39TH STREET SUITE 1200NEW YORKNY10018PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$90,000
SAFE HORIZON
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SCIENCE PHILANTHROPY ALLIANCE
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SECOND STAGE THEATRE
305 WEST 43RD STREETNEW YORKNY10036PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
SETTLEMENT HOUSING FUND
247 WEST 37TH STREET 4TH FLOORNEW YORKNY10018PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
SIGNATURE THEATRE
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SOCRATES SCULPTURE PARK
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SOLA
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ST ANN'S WAREHOUSE
45 WATER STBROOKLYNNY11201PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
STORM KING ART CENTER
1 MUSEUM RDNEW WINDSORNY12553PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
STUDIO IN A SCHOOL
75 WEST END AVENUENEW YORKNY10023PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
TENEMENT MUSEUM
103 ORCHARD STREETNEW YORKNY10002PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$35,000
THE ALEXANDRIA ARCHIVE INSTITUTE
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THE BAHAMAS NATIONAL TRUST
NCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,544,042BAY STREET BUSINESS CENTRENASSAUBF
THE CHAMBER MUSIC SOCIETY OF LINCOLN CENTER
70 LINCOLN CENTER PLAZANEW YORKNY10023PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
THE CITY
228 EAST 45TH STREET GROUND FLOOR MNEW YORKNY10017PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$500,00097
THE CIVILIANS
138 OXFORD STREET 3CBROOKLYNNY11217PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
THE EDUCATIONAL ALLIANCE
197 EAST BROADWAYNEW YORKNY10002PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$2,500
THE GARDEN CONSERVANCY
PO BOX 608GARRISONNY10524PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$15,000
THE INDIE THEATER FUND
4815 28TH AVEASTORIANY11103PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$100,000
THE JEWISH MUSEUM
1109 FIFTH AVENUENEW YORKNY10128PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$150,000
THE JUILLIARD SCHOOL
60 LINCOLN CENTER PLAZANEW YORKNY10023PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$116,500
THE LEGAL AID SOCIETY
199 WATER STREETNEW YORKNY10038PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVERYE BROOKNY10573PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$2,000
THE METROPOLITAN OPERA
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THE MORGAN LIBRARY
225 MADISON AVENEW YORKNY10016PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
THE MUSEUM OF MODERN ART
11 WEST 53RD STNEW YORKNY10019PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
THE NATIONAL GALLERY OF ART
2000B SOUTH CLUB DRIVELANDOVERMD20785PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
THE NEW YORK BOTANICAL GARDEN
SOUTHERN BOULEVARD 200TH STREETBRONXNY10458PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$400,000
THE NEW YORK PRESERVATION ARCHIVE PROJECT
174 E 80TH STNEW YORKNY10075PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$125,000
THE NOGUCHI MUSEUM
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THE PUBLIC THEATER
425 LAFAYETTE STREETNEW YORKNY10003PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$45,000
THE TRUST FOR PUBLIC LAND
666 BROADWAY NINTH FLOORNEW YORKNY10012PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$2,500
THE WRITERS ROOM
740 BROADWAY AT ASTOR PLACE 12THNEW YORKNY10003PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$15,000FLOOR
THIRTEEN
825 EIGHTH AVENEW YORKNY10019PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
UNTERMYER GARDENS CONSERVANCY
945 N BROADWAYYONKERSNY10701PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
UPTOWN STORIES
178 BENNETT AVENEW YORKNY10040PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
VANGUARD CHARITABLE
100 VANGUARD BLVDMALVERNPA19335PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$75,916
WAVE HILL INC
675 WEST 252ND STREETBRONXNY10471PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
WEILL CORNELL MEDICINE
1300 YORK AVENEW YORKNY10065PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$695,600
WESTERN STATES CENTER
PO BOX 40305PORTLANDOR97240PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$50,000
WHITE LEVY PROGRAM FOR ARCHAEOLOGICAL PUBLICATIONS
SEMITIC MUSEUM 6 DIVINITY AVENUECAMBRIDGEMA02138PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$800,020
WHITNEY MUSEUM OF ART
99 GANSEVOORT STNEW YORKNY10014PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
WIKIMEDIA FOUNDATION INC
1 MONTGOMERY STREET SUITE 1600SAN FRANCISCOCA94104PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
WILD TOMORROW FUND
413 W 48TH STREET 3FNEW YORKNY10036PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVDBRONXNY10460PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$110,000
WILL TO LIVE FOUNDATION
5805 STATE BRIDGE RD G212JOHNS CREEKGA30097PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
WOMEN'S FILM PRESERVATION FUND
PO BOX 55KINGS PARKNY11754PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$50,000
WORKS & PROCESS INC
708 THIRD AVENUE SUITE 1005NEW YORKNY10017PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$40,000
WOUNDED WARRIORS FAMILY SUPPORT INC
11218 JOHN GALT BLVD STE 103OMAHANE68137PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
YAFFED
PO BOX 1796NEW CITYNY10956PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$50,000
YALE LAW SCHOOL
157 CHURCH ST 12TH FLOORNEW HAVENCT06510PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$250,000
YESHIVA UNIVERSITY MUSEUM
15 WEST 16TH STREETNEW YORKNY10011PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$2,500
YOUNG CONCERTS ARTISTS INC
1776 BROADWAY STE 1500NEW YORKNY10019PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,619,034TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line2RecipientForeignAddress/AddressLine2Txt
AMERICAN ARCHAEOLOGY ABROAD
6862 E TAWA STREETTUCSONAZ85715PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,800,000
AMERICAN BIRD CONSERVANCY
PO BOX 219THE PLAINSVA20198PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$150,000
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK WEST AT 79TH STREETNEW YORKNY10024PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$320,000
ASHMOLEAN MUSEUM UNIVERSITY OF OXFORD
500 FIFTH AVENUE 32ND FLOORNEW YORKNY10011PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$100,000
BARD GRADUATE CENTER FOR THE STUDIES IN THE DECORATIVE ARTS DESIGN & CULTU
18 W 86TH STNEW YORKNY10024PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$150,000
BROOKLYN ACADEMY OF MUSIC
30 LAFAYETTE AVEBROOKLYNNY11217PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$600,000
BROOKLYN PUBLIC LIBRARY
10 GRAND ARMY PLAZABROOKLYNNY11238PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$225,000
CAPE ELEUTHERA FOUNDATION
PO BOX 842484BOSTONMA02284PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
CENTER FOR CURATORIAL LEADERSHIP
174 E 80TH STNEW YORKNY10075PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$50,000
COLUMBIA UNIVERSITY MEDICAL CENTER
516 WEST 168TH STREET 3RD FLNEW YORKNY10023PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,104,625
COOPER UNION
30 COOPER SQUARENEW YORKNY10003PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$22,802
FREER GALLERY OF ART & ARTHUR SACKLER GALLERY SMITHSONIAN INSTITUTE
PO BOX 37012 MRC 707WASHINGTONDC20013PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$3,600,000
HARVARD MUSEUM OF THE ANCIENT NEAR EAST
6 DIVINITY AVENUECAMBRIDGEMA02138PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$487,500
HUMAN RIGHTS FIRST
75 BROAD ST 31ST FLNEW YORKNY10004PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$300,000
IMMIGRANT JUSTICE CORPS
17 BATTERY PLACE SUITE 236NEW YORKNY10004PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000,000
INSTITUTE FOR ADVANCED STUDY
EISTEIN DRIVEPRINCETONNJ08540PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$15,000
ISRAEL NATURE AND HERITAGE FOUNDATION OF AMERICA
8411 NW 38TH STCOOPER CITYFL33024PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$150,000
MAINE COAST HERITAGE TRUST
1 BOWDOIN MILL IS STE 201TOPSHAMME04086PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$400,000
MEHRANGARH MUSEUM TRUST
NCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$238,883PB 165 THE FORTJODHPURRAJASTHANIN
MOUNT SINAI
GUSTAVE L LEVY PLACE BOX 1049NEW YORKNY10029PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$358,800
MUSEUM OF THE CITY OF NEW YORK
1220 5TH AVENEW YORKNY10029PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$279,000
NEW YORK BOTANICAL GARDEN
SOUTHERN BOULEVARD 200TH STREETBRONXNY10458PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$400,000
NEW YORK PHILHARMONIC
10 LINCOLN CENTER PLAZANEW YORKNY10023PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,073,400
NEW YORK PUBLIC RADIO
160 VARICK STREET 8TH FLOORNEW YORKNY10013PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000,000
NEW YORK UNIVERSITY
25 WEST 4TH STREET 2ND FLOOR SUITENEW YORKNY10012PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$38,919,675201A
NEW-YORK HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORKNY10024PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$400,000
NYU LANGONE HEALTH
ONE PARK AVENUE 5TH FLOORNEW YORKNY10016PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$426,527
OLIVIER LECOMTE
NCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$13,511CENTRE DE RECHERCHES ARCHAELOGIQUESPARISFRINDUS BALOCHISTAN
SCIENCE PHILANTHROPY ALLIANCE
480 S CALIFORNIA AVENUE 304PALO ALTOCA94306PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$75,000
ALEXANDRIA ARCHIVE INSTITUTE
125 EL VERANO WAYSAN FRANCISCOCA94127PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$100,000
THE BAHAMAS NATIONAL TRUST
NCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$727,218BAY STREET BUSINESS CENTRENASSAUBF
THE CITY
228 EAST 45TH STREET GROUND FLOOR MNEW YORKNY10017PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$750,00097
THE JUILLIARD SCHOOL
60 LINCOLN CENTER PLAZANEW YORKNY10023PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$116,500
WEILL CORNELL MEDICINE
1300 YORK AVENEW YORKNY10065PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$381,200
WESTERN STATES CENTER
PO BOX 40305PORTLANDOR97240PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$50,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVDBRONXNY10460PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$55,909,641TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,175,422ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$619,971UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$8,009,757ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$341,224UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$108,574,097ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescUNRELATED BUSINESS INCOME - RENTAL INCOMEDesc
Business523000BusinessCd
Unrelated Business Taxbl Incm-$124,225UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$836,970UnrelatedBusinessTaxblIncmAmt
Exclusion$120,759,283ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$121,596,253TotalIncomeProducingActyAmt

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)
CategoryCOHNREZNICK LLPCategoryTxt
Amt$150,917Amt
Net Investment Income$120,734NetInvestmentIncomeAmt
Disbursements Charitable Prps$30,183DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
THE BAHAMAS NATIONAL TRUST
PO BOX N4105 THE RETREAT VILLAGEROADNASSAUNASSAUBF2021-12-31$1,544,042A GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,544,042NONE12/31/212021-12-31THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE.
BURLE MARX INSTITUTE
RUA ALICE N 29 - LARANJEIRASRIO DE JANEIROBR2021-12-31$50,000A GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$50,000NONE12/31/212021-12-31THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE.
FRANCESCA WADE
59 ST GEORGES AVENUELONDONUK2021-12-31$36,000A GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$36,000NONE12/31/212021-12-31THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE.

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasis MethodBasisMethodTxtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmt
PASS THROUGH CAPITAL GAINS2021-01PURCHASED2021-12$2,526COST$0$2,526
PASS THROUGH CAPITAL GAINS2019-01PURCHASED2021-12$19,394COST$0$19,394
PASS THROUGH SECTION 1231 GAIN2019-01PURCHASED2021-12$292,909COST$0$292,909
PASS THROUGH OTHER INCOME2019-01PURCHASED2021-12$26,395COST$0$26,395

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990-PF, PART VII-B, LINE 1A(4):TRUSTEES ROBERT GOLDRICH AND ELIZABETH MOYNIHAN, RECEIVED COMPENSATION FOR THE YEAR ENDING DECEMBER 31, 2021. THIS AMOUNT REPRESENTS PAYMENT FOR THEIR SERVICES WITH REGARD TO THE FOUNDATION AND THE SERVICES IT PROVIDES. THIS MEETS THE EXCEPTION AND IS CONSIDERED REASONABLE, AND THEREFORE FORM 4720 IS NOT PREPARED.
FORM 990-PF PART I, LINE 25:FORM 990 PF PART I LINE 25 COLUMN, D INCLUDES THE FOLLOWING:GRANTS PAID: DIRECT GRANTS PAID TO 501(C)(3) ORGANIZATIONS $27,636034DIRECT CHARITABLE ACTIVITY: FUNDS PROVIDED FOR MANAGEMENT OF THE INSTITUTE FOR THE STUDY OF THE ANCIENT WORLD, ELEUTHRA BOTANICAL GARDENS AND OTHER PROGRAMS. $482,780TOTAL: $278,118,814
FORM 990-PF PART XV, LINE 3BGRANTS APPROVED IN 2021 BUT NOT PAID OUT: $15,771,257GRANTS APPROVED IN PRIOR YEARS BUT NOT PAID OUT: $40,138,384TOTAL: $55,909,641

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$566,732,028BookValueAmt
EOYFMV$566,732,028EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPATTERSON BELKNAP WEBB & TYLER LLPCategoryTxt
Legal Fees$19,324LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$19,324DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX ADJUSTMENTDesc
Amt$36,710,966Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMPUTER SOFTWARE$30,217$10,576$19,641
INVESTMENT FEES$713,500$713,500$0
MEMBERSHIP DUES$2,554$0$2,554
OFFICE INSURANCE$48,686$17,040$31,646
OFFICE SUPPLIES$7,687$2,690$4,997
PASS THROUGH EXPENSES K-1$2,358,223$2,358,223$0
POSTAGE$933$326$607
STORAGE$4,641$1,625$3,017
TELEPHONE$11,459$4,011$7,448
MISC EXPENSES$1,973$689$1,283
PAYROLL AND BANK FEES$8,663$3,032$5,631
EQUIPMENT RENTAL$3,563$1,247$2,315

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ORDINARY INCOME THROUGH K-1$156,622$156,622$156,622
OTHER INCOME$7,701,855$7,701,855$7,701,855
RENTAL INCOME THROUGH K-1$86,846$86,846$86,846
ROYALTY INCOME THROUGH K-1$42,055$42,055$42,055
TAX EXEMPT INCOME$22,379$0$22,379
UNRELATED BUSINESS INCOME - ORDINARY INCOME$619,971$0$619,971
UNRELATED BUSINESS INCOME - RENTAL INCOME-$124,225-$124,225

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$74,119,818Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescTAXES PAYABLEDesc
BOY Book Value$1,872,500BOYBookValueAmt
EOY Book Value$3,969,636EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BDO-FMA$15,900$0$15,900
CREATIVE SCIENCE LABS$500$500$0
EMERALD PARTNERS$78,000$0$78,000
MAPLES GROUP$261,268$261,268$0
PETER MUELLER$6,000$0$6,000
PICMONKEY$1,792$0$1,792
THE DUNCAN GROUP$14,250$0$14,250
ULYSSES-IT$88,078$30,827$57,251
VALUE STREAM$10,680$0$10,680
ZOOM, QUICKBOOKS, BILL.COM$1,351$473$878

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL & STATE TAXES$2,895,740$0$0
FOREIGN TAXES WITHHELD$203,566$203,566$0