MALCOLM HEWITT WIENER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MALCOLM HEWITT WIENER FOUNDATION (EIN 13-3250321)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349103968
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T11:38:12-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 133250321 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MALCOLM HEWITT WIENER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MILLBURN RIDGEFIELD CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MALC | BusinessNameControlTxt |
| Phone | 2123327300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST 46TH STREET 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MALCOLM H WIENER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123327300 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MALCOLM | PersonFirstNm |
| Person Last | WIENER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS CPA | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,086,605 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $52 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $423,071 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $423,071 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,532,708 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,190,670 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,407,409 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$454,431 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$463,133 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,501,400 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,367,399 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $69 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $69 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $93,934 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $93,934 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $42,922 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $42,922 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70,565 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,565 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $160 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $160 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $293,668 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $151,143 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $142,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $508,118 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $298,564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $149,554 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,440,326 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,440,326 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,948,444 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $298,564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,589,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,447,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,068,835 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,407,728 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,395,220 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,395,220 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,746,557 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,675,621 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,675,621 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $17,827,320 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,015,764 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,015,764 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $48,197 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,197 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $1,000,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,981,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,086,605 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,086,605 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $31,981,605 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,086,605 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,981,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,086,605 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,981,605 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,086,605 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,981,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,447,044 | ExcessRevenueOverExpensesAmt |
| Other Increases | $552,044 | OtherIncreasesAmt |
| Subtotal | $28,086,605 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,086,605 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (162 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| S/T FLOW THROUGH FROM MILLBURN EQUITY PARTNERS LLC | P | 2021-01-01 | 2021-12-31 | $1,146 | $1,146 | $1,146 | |
| L/T FLOW THROUGH FROM MILLBURN EQUITY PARTNERS LLC | P | 2020-12-31 | 2021-12-31 | $186,069 | $186,069 | $186,069 | |
| S/T FLOW THROUGH FROM SHAREVEST PARTNERS LP | P | 2021-01-01 | 2021-12-31 | $1,405 | $1,405 | $1,405 | |
| L/T FLOW THROUGH FROM SHAREVEST PARTNERS LP | P | 2020-12-31 | 2021-12-31 | $32,860 | $32,860 | $32,860 | |
| S/T FLOW THROUGH FROM MILLBURN SELECT STRATEGIES LP | P | 2021-01-01 | 2021-12-31 | $644,358 | $644,358 | $644,358 | |
| L/T FLOW THROUGH FROM MILLBURN SELECT STRATEGIES LP | P | 2020-12-31 | 2021-12-31 | $818,560 | $818,560 | $818,560 | |
| S/T FLOW THROUGH FROM MILLBURN MCO PARTNERS LP | P | 2021-01-01 | 2021-12-31 | $130,502 | $130,502 | $130,502 | |
| L/T FLOW THROUGH FROM MILLBURN MCO PARTNERS LP | P | 2020-12-31 | 2021-12-31 | $478,201 | $478,201 | $478,201 | |
| REDUCTION FOR INCOME SUBJECT TO UBTI | P | 2021-01-01 | 2021-12-31 | -$86,770 | -$86,770 | $86,770 | |
| REDUCTION FOR INCOME SUBJECT TO UBTI | P | 2020-12-31 | 2021-12-31 | -$38,529 | -$38,529 | $38,529 | |
| 400 FOX CORP CL A | P | 2019-03-19 | 2021-03-02 | $15,131 | $15,131 | $15,131 | |
| 500 NAVISTAR INTERNATIONAL INC. | P | 2001-06-22 | 2021-07-01 | $22,250 | $8,348 | $8,348 | $13,902 |
| 500 NAVISTAR INTERNATIONAL INC. | P | 2012-06-25 | 2021-07-01 | $22,250 | $9,250 | $9,250 | $13,000 |
| 1,000 NAVISTAR INTERNATIONAL INC. | P | 2012-06-26 | 2021-07-01 | $44,500 | $19,417 | $19,417 | $25,083 |
| 1,000 NAVISTAR INTERNATIONAL INC. | P | 2016-03-07 | 2021-07-01 | $44,500 | $32,945 | $32,945 | $11,555 |
| 400 AEROJET ROCKETDYNE HLDG | P | 1994-12-12 | 2021-07-16 | $19,272 | $17,068 | $17,068 | $2,204 |
| 200 AEROJET ROCKETDYNE HLDG | P | 1999-11-08 | 2021-07-16 | $9,636 | $7,322 | $7,322 | $2,314 |
| 0.34 MADISON SQUARE GARDEN INC | P | 1996-09-03 | 2021-07-09 | $28 | $28 | $28 | |
| 200 A A R CORPORATION | P | 2019-01-11 | 2021-08-12 | $6,909 | -$990 | -$990 | $7,899 |
| 400 A A R CORPORATION | P | 2019-01-14 | 2021-08-12 | $13,817 | -$1,424 | -$1,424 | $15,241 |
| 200 CUTERA INC | P | 2020-09-29 | 2021-08-12 | $10,278 | $6,548 | $6,548 | $3,730 |
| 500 GRIFFON CORP | P | 2009-05-12 | 2021-08-12 | $11,512 | $6,703 | $6,703 | $4,809 |
| 1,000 GRIFFON CORP | P | 2018-01-05 | 2021-08-12 | $23,024 | $2,743 | $2,743 | $20,281 |
| 295 RYMAN HOSPITALITY PPTYS | P | 2012-12-21 | 2021-08-12 | $23,553 | $12,636 | $12,636 | $10,917 |
| 5 RYMAN HOSPITALITY PPTYS | P | 2014-03-03 | 2021-08-12 | $399 | $188 | $188 | $211 |
| 1,000 FERRO CORP | P | 2009-05-04 | 2021-08-17 | $20,102 | $15,475 | $15,475 | $4,627 |
| 62 VIATRIS INC COM | P | 2009-03-10 | 2021-08-17 | $909 | $450 | $450 | $459 |
| 200 BUNGE LTD | P | 2019-02-13 | 2021-09-27 | $15,927 | $5,358 | $5,358 | $10,569 |
| 500 MUELLER WATER PRODUCTS INC | P | 2017-03-21 | 2021-09-27 | $8,095 | $2,087 | $2,087 | $6,008 |
| 500 MUELLER WATER PRODUCTS INC | P | 2019-01-28 | 2021-09-27 | $8,095 | $3,352 | $3,352 | $4,743 |
| 1,500 MUELLER WATER PRODUCTS INC | P | 2019-02-12 | 2021-09-27 | $24,285 | $8,613 | $8,613 | $15,672 |
| 600 AEROJET ROCKETDYNE HLDG | P | 1999-11-08 | 2021-11-02 | $26,872 | $19,930 | $19,930 | $6,942 |
| 300 AMETEK INC | P | 2000-03-27 | 2021-12-01 | $41,604 | $40,767 | $40,767 | $837 |
| 1,300 BEASLEY BROADCAST GROUP | P | 2010-12-03 | 2021-12-01 | $2,600 | -$2,640 | -$2,640 | $5,240 |
| 200 BEASLEY BROADCAST GROUP | P | 2015-01-05 | 2021-12-01 | $400 | -$610 | -$610 | $1,010 |
| 800 BOYD GAMING CORP | P | 2008-12-18 | 2021-12-01 | $48,244 | $44,182 | $44,182 | $4,062 |
| 200 BOYD GAMING CORP | P | 2008-12-18 | 2021-12-01 | $12,061 | $11,045 | $11,045 | $1,016 |
| 500 BOYD GAMING CORP | P | 2012-04-25 | 2021-12-01 | $30,153 | $26,280 | $26,280 | $3,873 |
| 2,000 CNH INDRUSTRIAL NV | P | 2018-01-16 | 2021-12-01 | $34,223 | $4,464 | $4,464 | $29,759 |
| 1,800 COCA-COLA COMPANY | P | 2006-08-28 | 2021-12-01 | $95,779 | $55,713 | $55,713 | $40,066 |
| 500 FORTUNE BRANDS HOME & SECURITY INC | P | 2010-06-25 | 2021-12-01 | $51,375 | $46,773 | $46,773 | $4,602 |
| 1,000 GCP APPLIED TECHNOLOGIES | P | 2018-01-02 | 2021-12-01 | $26,550 | -$5,781 | -$5,781 | $32,331 |
| 500 GCP APPLIED TECHNOLOGIES | P | 2018-08-09 | 2021-12-01 | $13,275 | $189 | $189 | $13,086 |
| 500 GCP APPLIED TECHNOLOGIES | P | 2019-06-19 | 2021-12-01 | $13,275 | $1,567 | $1,567 | $11,708 |
| 400 GREIF BROS | P | 1991-02-06 | 2021-12-01 | $25,052 | $21,657 | $21,657 | $3,395 |
| 500 GRIFFON CORP | P | 2018-01-05 | 2021-12-01 | $13,244 | $3,104 | $3,104 | $10,140 |
| 1,000 GRIFFON CORP | P | 2019-01-14 | 2021-12-01 | $26,488 | $14,023 | $14,023 | $12,465 |
| 500 GRUPO TELEVISA SA | P | 2021-07-08 | 2021-12-01 | $4,747 | -$1,772 | -$1,772 | $6,519 |
| 500 GRUPO TELEVISA SA | P | 2021-08-12 | 2021-12-01 | $4,747 | -$1,647 | -$1,647 | $6,394 |
| 1,000 INDUS REALTY TR INC | P | 2001-05-18 | 2021-12-01 | $75,310 | $56,845 | $56,845 | $18,465 |
| 83 INDUS REALTY TR INC | P | 2016-03-01 | 2021-12-01 | $6,251 | $4,426 | $4,426 | $1,825 |
| 400 PATTERSON DENTAL CO. | P | 2003-06-04 | 2021-12-01 | $12,839 | $4,165 | $4,165 | $8,674 |
| 800 PATTERSON DENTAL CO. | P | 2003-06-13 | 2021-12-01 | $25,677 | $8,153 | $8,153 | $17,524 |
| 200 PATTERSON DENTAL CO. | P | 2003-06-13 | 2021-12-01 | $6,419 | $2,038 | $2,038 | $4,381 |
| 600 PATTERSON DENTAL CO. | P | 2003-06-16 | 2021-12-01 | $19,258 | $5,822 | $5,822 | $13,436 |
| 400 SCHLUMBERGER LTD | P | 2005-02-28 | 2021-12-01 | $11,822 | $5,448 | $5,448 | $6,374 |
| 400 SONY CORP ADR NEW | P | 2014-09-04 | 2021-12-01 | $49,268 | $41,401 | $41,401 | $7,867 |
| 256 TREDEGAR CORP | P | 2015-03-03 | 2021-12-01 | $2,865 | -$2,198 | -$2,198 | $5,063 |
| 1,244 TREDEGAR CORP | P | 2015-03-04 | 2021-12-01 | $13,922 | -$10,869 | -$10,869 | $24,791 |
| 100 WATTS WATER TECHNOLOGIES | P | 1999-12-06 | 2021-12-01 | $19,137 | $17,852 | $17,852 | $1,285 |
| 200 XYLEM INC | P | 2013-06-14 | 2021-12-01 | $24,401 | $18,962 | $18,962 | $5,439 |
| 800 BANK OF NEW YORK MELLON | P | 2010-05-12 | 2021-12-02 | $45,104 | $20,347 | $20,347 | $24,757 |
| 1,500 BOYD GAMING CORP | P | 2012-04-25 | 2021-12-02 | $88,229 | $76,609 | $76,609 | $11,620 |
| 150 CAVCO INDUSTRIES INC | P | 2004-05-24 | 2021-12-02 | $47,146 | $44,337 | $44,337 | $2,809 |
| 400 CHURCHILL DOWNS INC | P | 2005-10-12 | 2021-12-02 | $91,999 | $87,530 | $87,530 | $4,469 |
| 1,000 COCA-COLA COMPANY | P | 2006-08-28 | 2021-12-02 | $53,271 | $31,012 | $31,012 | $22,259 |
| 800 DANONE ADR | P | 2005-12-27 | 2021-12-02 | $9,600 | $1,074 | $1,074 | $8,526 |
| 800 DANONE ADR | P | 2005-12-28 | 2021-12-02 | $9,600 | $1,038 | $1,038 | $8,562 |
| 200 EASTERN COMPANY | P | 2019-02-12 | 2021-12-02 | $4,988 | -$406 | -$406 | $5,394 |
| 900 GCP APPLIED TECHNOLOGIES | P | 2019-06-19 | 2021-12-02 | $24,580 | $3,506 | $3,506 | $21,074 |
| 1,000 GRUPO TELEVISA SA | P | 2021-08-12 | 2021-12-02 | $9,600 | -$3,188 | -$3,188 | $12,788 |
| 200 HYSTER-YALE MATERIAL | P | 2021-01-20 | 2021-12-02 | $7,381 | -$8,653 | -$8,653 | $16,034 |
| 300 HYSTER-YALE MATERIAL | P | 2021-07-20 | 2021-12-02 | $11,071 | -$9,115 | -$9,115 | $20,186 |
| 500 HYSTER-YALE MATERIAL | P | 2021-08-13 | 2021-12-02 | $18,452 | -$11,645 | -$11,645 | $30,097 |
| 400 INDUS REALTY TR INC | P | 2016-03-01 | 2021-12-02 | $29,867 | $21,070 | $21,070 | $8,797 |
| 500 MATTEL INC | P | 2020-01-21 | 2021-12-02 | $10,673 | $3,523 | $3,523 | $7,150 |
| 200 MUELLER INDUSTRIES | P | 2014-09-03 | 2021-12-02 | $11,460 | $5,571 | $5,571 | $5,889 |
| 200 MUELLER INDUSTRIES | P | 2016-08-01 | 2021-12-02 | $11,460 | $4,690 | $4,690 | $6,770 |
| 800 TREDEGAR CORP | P | 2015-03-04 | 2021-12-02 | $9,026 | -$6,917 | -$6,917 | $15,943 |
| 200 TREDEGAR CORP | P | 2015-03-05 | 2021-12-02 | $2,257 | -$1,606 | -$1,606 | $3,863 |
| 400 TREDEGAR CORP | P | 2016-05-05 | 2021-12-02 | $4,513 | -$1,975 | -$1,975 | $6,488 |
| 600 TREDEGAR CORP | P | 2016-05-17 | 2021-12-02 | $6,770 | -$2,217 | -$2,217 | $8,987 |
| 1,200 AEROJET ROCKETDYNE HLDG | P | 1999-11-08 | 2021-12-03 | $51,624 | $37,740 | $37,740 | $13,884 |
| 1,000 AEROJET ROCKETDYNE HLDG | P | 2010-12-03 | 2021-12-03 | $43,020 | $37,802 | $37,802 | $5,218 |
| 200 AMERICAN EXPRESS CO. | P | 2011-03-17 | 2021-12-03 | $31,010 | $22,382 | $22,382 | $8,628 |
| 200 AMETEK INC | P | 2000-03-27 | 2021-12-03 | $27,733 | $27,175 | $27,175 | $558 |
| 3,000 CNH INDRUSTRIAL NV | P | 2018-01-16 | 2021-12-03 | $50,610 | $5,972 | $5,972 | $44,638 |
| 2,000 CNH INDRUSTRIAL NV | P | 2018-07-11 | 2021-12-03 | $33,740 | $13,354 | $13,354 | $20,386 |
| 2,000 FERRO CORP | P | 2009-05-04 | 2021-12-03 | $43,045 | $33,791 | $33,791 | $9,254 |
| 500 GATX CORP | P | 2006-07-27 | 2021-12-03 | $50,003 | $31,494 | $31,494 | $18,509 |
| 1,000 GRUPO TELEVISA SA | P | 2021-08-12 | 2021-12-03 | $9,590 | -$3,198 | -$3,198 | $12,788 |
| 600 HYSTER-YALE MATERIAL | P | 2021-09-27 | 2021-12-03 | $21,663 | -$11,209 | -$11,209 | $32,872 |
| 500 INTERPUBLIC GROUP CO., INC | P | 2014-07-08 | 2021-12-03 | $17,157 | $7,655 | $7,655 | $9,502 |
| 300 KELLOGG CO | P | 2012-04-25 | 2021-12-03 | $18,834 | $3,631 | $3,631 | $15,203 |
| 400 MONDELEZ INT'L INC | P | 2010-03-17 | 2021-12-03 | $24,032 | $16,314 | $16,314 | $7,718 |
| 400 MUELLER INDUSTRIES | P | 2016-08-01 | 2021-12-03 | $22,839 | $9,299 | $9,299 | $13,540 |
| 400 PATTERSON DENTAL CO. | P | 2003-06-16 | 2021-12-03 | $11,746 | $2,788 | $2,788 | $8,958 |
| 250 ROLLINS INC | P | 1999-11-08 | 2021-12-03 | $7,922 | $7,687 | $7,687 | $235 |
| 300 SCHLUMBERGER LTD | P | 2005-02-28 | 2021-12-03 | $8,742 | $3,961 | $3,961 | $4,781 |
| 1,000 ROYAL DUTCH SHELL | P | 2002-12-23 | 2021-12-03 | $44,220 | $270 | $270 | $43,950 |
| 300 SINCLAIR BROADCAST GRP INC CL A | P | 2021-01-22 | 2021-12-03 | $7,591 | -$1,958 | -$1,958 | $9,549 |
| 300 SINCLAIR BROADCAST GRP INC CL A | P | 2021-08-12 | 2021-12-03 | $7,591 | -$1,566 | -$1,566 | $9,157 |
| 5,000 SWEDISH MATCH | P | 2008-05-28 | 2021-12-03 | $35,450 | $24,722 | $24,722 | $10,728 |
| 800 A A R CORPORATION | P | 2019-01-14 | 2021-12-06 | $27,570 | -$2,911 | -$2,911 | $30,481 |
| 300 A A R CORPORATION | P | 2020-03-16 | 2021-12-06 | $10,339 | $5,459 | $5,459 | $4,880 |
| 600 AMERICAN EXPRESS CO. | P | 2011-03-17 | 2021-12-06 | $96,617 | $70,733 | $70,733 | $25,884 |
| 600 AMETEK INC | P | 2000-03-27 | 2021-12-06 | $83,952 | $82,277 | $82,277 | $1,675 |
| 940 ARCHER DANIELS MIDLAND | P | 1999-09-09 | 2021-12-06 | $59,621 | $48,586 | $48,586 | $11,035 |
| 260 ARCHER DANIELS MIDLAND | P | 2001-05-18 | 2021-12-06 | $16,491 | $13,373 | $13,373 | $3,118 |
| 300 ASTEC INDUSTRIES | P | 2014-03-03 | 2021-12-06 | $19,472 | $7,581 | $7,581 | $11,891 |
| 100 ASTEC INDUSTRIES | P | 2014-12-22 | 2021-12-06 | $6,491 | $2,641 | $2,641 | $3,850 |
| 200 AUTONATION INC. | P | 2001-05-18 | 2021-12-06 | $24,994 | $22,828 | $22,828 | $2,166 |
| 1,500 BANK OF NEW YORK MELLON | P | 2010-05-12 | 2021-12-06 | $83,663 | $37,243 | $37,243 | $46,420 |
| 1,000 BORG WARNER AUTOMOTIVE | P | 1999-11-08 | 2021-12-06 | $45,253 | $40,146 | $40,146 | $5,107 |
| 1,000 BORG WARNER AUTOMOTIVE | P | 2000-02-14 | 2021-12-06 | $45,253 | $41,083 | $41,083 | $4,170 |
| 300 CTS CORP | P | 2008-06-11 | 2021-12-06 | $10,800 | $7,523 | $7,523 | $3,277 |
| 500 BOYD GAMING CORP | P | 2012-04-25 | 2021-12-06 | $30,585 | $26,712 | $26,712 | $3,873 |
| 150 CAVCO INDUSTRIES INC | P | 2004-05-24 | 2021-12-06 | $47,424 | $44,615 | $44,615 | $2,809 |
| 50 CAVCO INDUSTRIES INC | P | 2004-05-25 | 2021-12-06 | $15,808 | $14,867 | $14,867 | $941 |
| 2,000 CNH INDRUSTRIAL NV | P | 2018-07-11 | 2021-12-06 | $35,061 | $14,675 | $14,675 | $20,386 |
| 500 COCA-COLA COMPANY | P | 2006-08-28 | 2021-12-06 | $27,475 | $16,346 | $16,346 | $11,129 |
| 600 CRANE COMPANY | P | 2012-04-25 | 2021-12-06 | $60,805 | $34,462 | $34,462 | $26,343 |
| 500 DANA HOLDING CORP | P | 2012-06-25 | 2021-12-06 | $11,454 | $5,208 | $5,208 | $6,246 |
| 400 EASTERN COMPANY | P | 2019-02-12 | 2021-12-06 | $9,988 | -$801 | -$801 | $10,789 |
| 1,300 FLOWERS FOODS | P | 2001-03-29 | 2021-12-06 | $33,596 | $31,337 | $31,337 | $2,259 |
| 1,300 FLOWSERVE CORP | P | 2000-08-30 | 2021-12-06 | $40,292 | $32,272 | $32,272 | $8,020 |
| 700 FOX CORP CL A | P | 2019-03-19 | 2021-12-06 | $25,571 | $25,571 | $25,571 | |
| 500 GATX CORP | P | 2006-07-27 | 2021-12-06 | $52,530 | $34,021 | $34,021 | $18,509 |
| 500 GATX CORP | P | 2009-03-25 | 2021-12-06 | $52,530 | $42,488 | $42,488 | $10,042 |
| 100 GCP APPLIED TECHNOLOGIES | P | 2019-06-19 | 2021-12-06 | $3,133 | $791 | $791 | $2,342 |
| 1,500 GCP APPLIED TECHNOLOGIES | P | 2020-11-02 | 2021-12-06 | $46,993 | $13,145 | $13,145 | $33,848 |
| 600 GREIF BROS | P | 1991-02-06 | 2021-12-06 | $37,922 | $32,829 | $32,829 | $5,093 |
| 300 HERC HOLDINGS COM | P | 2016-08-24 | 2021-12-06 | $51,771 | $41,773 | $41,773 | $9,998 |
| 200 HONEYWELL INTERNATIONAL | P | 2002-10-30 | 2021-12-06 | $41,409 | $36,777 | $36,777 | $4,632 |
| 400 HYSTER-YALE MATERIAL | P | 2021-09-27 | 2021-12-06 | $14,624 | -$7,291 | -$7,291 | $21,915 |
| 200 INDUS REALTY TR INC | P | 2016-03-01 | 2021-12-06 | $15,588 | $11,189 | $11,189 | $4,399 |
| 500 INGERSOLL RAND INC. | P | 2019-03-19 | 2021-12-06 | $29,684 | $15,715 | $15,715 | $13,969 |
| 1,400 KAMAN CORP | P | 2009-03-10 | 2021-12-06 | $58,080 | $43,615 | $43,615 | $14,465 |
| 1,000 MATTEL INC | P | 2020-01-21 | 2021-12-06 | $21,455 | $7,155 | $7,155 | $14,300 |
| 300 MGM RESORTS INTERNATIONAL | P | 2019-01-11 | 2021-12-06 | $12,744 | $4,370 | $4,370 | $8,374 |
| 300 MILLICOM INT'L | P | 2019-02-12 | 2021-12-06 | $9,020 | -$9,362 | -$9,362 | $18,382 |
| 200 MILLICOM INT'L | P | 2020-05-05 | 2021-12-06 | $6,013 | $1,139 | $1,139 | $4,874 |
| 300 NATIONAL FUEL GAS CO | P | 2009-08-20 | 2021-12-06 | $18,554 | $4,886 | $4,886 | $13,668 |
| 300 NATIONAL FUEL GAS CO | P | 2009-08-24 | 2021-12-06 | $18,554 | $4,573 | $4,573 | $13,981 |
| 200NORTHERN TRUST CORP | P | 2011-08-25 | 2021-12-06 | $23,817 | $16,322 | $16,322 | $7,495 |
| 400 PNC FINANCIAL SERVICES GROUP | P | 2011-08-25 | 2021-12-06 | $80,274 | $61,335 | $61,335 | $18,939 |
| 600 RYMAN HOSPITALITY PPTYS | P | 2014-03-03 | 2021-12-06 | $47,712 | $22,430 | $22,430 | $25,282 |
| 100 SCHLUMBERGER LTD | P | 2005-02-28 | 2021-12-06 | $2,972 | $1,378 | $1,378 | $1,594 |
| 200 SCHLUMBERGER LTD | P | 2019-09-27 | 2021-12-06 | $5,944 | -$914 | -$914 | $6,858 |
| 200 SINCLAIR BROADCAST GRP INC CL A | P | 2021-08-12 | 2021-12-06 | $5,126 | -$979 | -$979 | $6,105 |
| 400 SONY CORP ADR NEW | P | 2014-09-04 | 2021-12-06 | $48,388 | $40,521 | $40,521 | $7,867 |
| 2,000 SWEDISH MATCH | P | 2008-05-28 | 2021-12-06 | $14,280 | $9,989 | $9,989 | $4,291 |
| 400 TEXTRON INC | P | 2013-09-11 | 2021-12-06 | $29,595 | $17,807 | $17,807 | $11,788 |
| 500 US CELLULAR | P | 2000-11-27 | 2021-12-06 | $15,795 | -$13,185 | -$13,185 | $28,980 |
| 200 XYLEM INC | P | 2013-06-14 | 2021-12-06 | $24,055 | $18,616 | $18,616 | $5,439 |
| 200 INDUS REALTY TR INC | P | 2016-03-01 | 2021-12-07 | $15,725 | $11,326 | $11,326 | $4,399 |
| 120 LIBERTY BRAVES COMMON CL C | P | 2002-12-02 | 2021-12-07 | $3,342 | $3,304 | $3,304 | $38 |
| 86 LIBERTY BRAVES RTS | P | 2016-06-16 | 2021-12-07 | $2,395 | $1,294 | $1,294 | $1,101 |
| 294 LIBERTY BRAVES COMMON CL C | P | 2018-01-05 | 2021-12-07 | $8,188 | $1,606 | $1,606 | $6,582 |
| 400 MUELLER INDUSTRIES | P | 2016-08-01 | 2021-12-07 | $23,460 | $9,920 | $9,920 | $13,540 |
| 100 PNC FINANCIAL SERVICES GROUP | P | 2011-08-25 | 2021-12-07 | $20,345 | $15,610 | $15,610 | $4,735 |
| 300 US CELLULAR | P | 2002-12-02 | 2021-12-07 | $9,438 | $360 | $360 | $9,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,407,409 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,557 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,557 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,557 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,010 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $62,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $117,010 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $60,453 | OverpaymentAmt |
| Applied To ES Tax | $60,453 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GREGG BUCKBINDER | IndividualWithBooksNm |
| Phone | 2123327300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MILLBURN RIDGEFIELD CORP 55 WEST | AddressLine1Txt |
| Address Line2 | 46TH STREET 31ST FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MALCOLM H WIENER | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| HARVEY BEKER | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | TREASURER | 0.25 | $0 | $0 | $0 |
| GREGG BUCKBINDER | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | SECRETARY & ASSISTANT TREASURER | 0.25 | $0 | $0 | $0 |
| CAROLYN S WIENER | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| PHILIP BETANCOURT | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| HENRY DAVIS | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DAVID ELLWOOD | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| GRAHAM ALLISON | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| CATHERINE FORD | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ELIZABETH WIENER | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| THOMAS WIENER | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JONATHAN WIENER | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | WEST 46TH STREET 31ST FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GABELLI & COMPANY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CORPORATE CENTER | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $93,934 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,919,145 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,052,630 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,971,775 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,971,775 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $479,577 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,492,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,574,610 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,574,610 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,557 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $16,326 | IncomeTaxAmt |
| Total Tax | $72,883 | TotalTaxAmt |
| Distributable Before Adj | $1,501,727 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,501,727 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,501,727 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,589,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,589,880 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,501,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,270,181 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,887,484 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,250,956 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,643,319 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,636,245 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,688,185 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,589,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,501,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,088,153 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,776,338 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $6,270,181 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,506,157 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,887,484 | ExcessFromYear4Amt |
| Excess From Year3 | $2,250,956 | ExcessFromYear3Amt |
| Excess From Year2 | $2,643,319 | ExcessFromYear2Amt |
| Excess From Year1 | $4,636,245 | ExcessFromYear1Amt |
| Excess From Current Year | $7,088,153 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MALCOLM H WIENER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACHIEVEMENT FIRST | |||||||
| 370 JAMES STREET SUITE 404 | NEW HAVEN | CT | 06513 | PC | EDUCATION FOR AT-RISK STUDENTS | $50,000 | |
| ADOPT A NATIVE ELDER PROGRAM | |||||||
| 328 GREGSON AVENUE | SALT LAKE CITY | UT | 84115 | PC | ANTIPOVERTY PROGRAM FOR ELDERS ON NAVAJO RESERVATION | $5,000 | |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | |||||||
| 57 WEST 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | PC | MEDICAL RESEARCH | $100,000 | |
| AMERICAN ACADEMY OF ARTS AND SCIENCES | |||||||
| NORTONS WOODS 136 IRVING STREET | CAMBRIDGE | MA | 021381996 | PC | HUMANITARIAN HEALTH RESPONSE | $100,000 | |
| AMERICAN ACADEMY OF ARTS AND SCIENCES | |||||||
| NORTONS WOODS 136 IRVING STREET | CAMBRIDGE | MA | 021381997 | PC | ACADEMIC THINK TANK | $1,000 | |
| AMERICAN CENTER OF RESEARCH | |||||||
| 209 COMMERCE STREET | ALEXANDRIA | VA | 22314 | PC | PROMOTES STUDY OF MENA REGION | $1,000 | |
| AMERICAN FOUNDATION FOR THE COURTAULD INSTITUTE OF ART | |||||||
| 1350 AVENUE OF THE AMERICAS SUITE | NEW YORK | NY | 10019 | PC | US ARM OF UK INSTITUTE PROMOTING THE STUDY OF ART HISTORY | $1,000 | 266 |
| AMERICAN FRIENDS OF THE BRITISH MUSEUM INC | |||||||
| 31 WEST 34TH STREET SUITE 7010 | NEW YORK | NY | 10001 | PC | US ARM OF BRITISH MUSEUM THE PROMOTING THE STUDY OF ART, GREEK & ROMAN DEPT | $5,000 | |
| AMERICAN FRIENDS OF THE BRITISH MUSEUM INC | |||||||
| 32 WEST 34TH STREET SUITE 7010 | NEW YORK | NY | 10002 | PC | US ARM OF BRITISH MUSEUM THE PROMOTING THE STUDY OF ART, ANCIENT EGYPTIAN & SUDAN | $5,000 | |
| AMERICAN FRIENDS OF THE BRITISH MUSEUM INC | |||||||
| 33 WEST 34TH STREET SUITE 7010 | NEW YORK | NY | 10003 | PC | US ARM OF BRITISH MUSEUM THE PROMOTING THE STUDY OF ART, MIDDLE EAST DEPT | $5,000 | |
| AMERICAN FRIENDS OF THE MAURITSHUIS INC | |||||||
| 114 EAST 36TH STREET 3RD FLOOR | NEW YORK | NY | 10006 | PC | US ARM OF NETHERLANDS MUSEUM PROMOTING THE STUDY OF ART | $250 | |
| AMERICAN RESEARCH INSTITUTE IN TURKEY INC | |||||||
| 3260 SOUTH STREET | PHILADELPHIA | PA | 191046324 | PC | PROMOTION OF US AND TURKISH RESEARCH AND EXCHANGES IN HUMANITIES | $1,000 | |
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | |||||||
| 321 WALL STREET | PRINCETON | NJ | 085401515 | PC | ARCHAEOLOGICAL INSTITUTE IN ATHENS, LAB EQUIPMENT | $500,000 | |
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | |||||||
| 321 WALL STREET | PRINCETON | NJ | 085401515 | PC | ARCHAEOLOGICAL INSTITUTE IN ATHENS, WIENER LAB OPERATING EXPENSES | $1,500,000 | |
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | |||||||
| 321 WALL STREET | PRINCETON | NJ | 085401515 | PC | ARCHAEOLOGICAL INSTITUTE IN ATHENS, WIENER LAB PLEDGE | $3,500,000 | |
| AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA | |||||||
| PO 1437 | NEW YORK | NY | 10019 | PC | EXCAVATION OF BRONZE AGE SHIPWRECKS | $100,000 | |
| AMERICANS FOR OXFORD INC | |||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | PC | ONLINE PUBLICATION OF SIR ARTHUR EVANS' ARCHIVE | $35,265 | |
| AMOGERONE VOLUNTEER FIRE CO NO 1 INC | |||||||
| PO BOX 121 | GREENWICH | CT | 068360121 | PC | FIRST RESPONDER SUPPORT | $1,000 | |
| ARCHAEOLOGICAL CONSERVANCY | |||||||
| 1717 GIRARD BOULEVARD NE | ALBEQUERQUE | NM | 871061718 | PC | ARCHAEOLOGICAL PRESERVATION FUND | $500 | |
| ARCHAEOLOGICAL SOCIETY FOUNDATION | |||||||
| 633 SOUTH PLYMOUTH COURT APT | CHICAGO | IL | 60605 | PC | PUBLICATION SUPPORT | $2,500 | 1003-1005 |
| BOYS AND GIRLS CLUB OF GREENWICH | |||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | PC | ANTIPOVERTY PROGRAM FOR CHILDREN | $1,000 | |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | PC | MEDICAL RESEARCH | $2,500 | |
| BROOKINGS INSTITUTION THE | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PC | POLICY THINKTANK COUNCIL | $5,000 | |
| BRUCE MUSEUM | |||||||
| 1 MUSEUM DRIVE | GREENWICH | CT | 06830 | PC | MUSEUM SUPPORT | $25,000 | |
| BRUNSWICK SCHOOL INC | |||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | PC | ACADEMIC INSTITUTION | $1,000 | |
| CAF AMERICA | |||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PC | ARCHAEOLOGICAL CORING PROJECT IN PAESTUM | $4,000 | |
| CARTER CENTER THE | |||||||
| 1 COPENHILL 453 FREEDOM PARKWAY NE | ATLANTA | GA | 30307 | PC | POLICY AND ANTIPOVERTY PROGRAMS | $5,000 | |
| CENTER FOR APPELLATE LITIGATION | |||||||
| 120 WALL STREET 28TH FLOOR | NEW YORK | NY | 10005 | PC | LEGAL RESPRESENTATION FOR APPEALS AND POST-CONVICTIONS | $39,000 | |
| CENTER ON CAPITALISM AND SOCIETY | |||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | PC | ECONOMIC THINKTANK | $5,000 | 1524 |
| CHESS IN THE SCHOOLS | |||||||
| 520 EIGHTH AVENUE 22ND FLOOR | NEW YORK | NY | 10018 | PC | EDUCATION | $1,000 | |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | |||||||
| 333 CHRISTIAN STREET | WALLINGTON | CT | 06492 | PC | ACADEMIC INSTITUTION | $5,000 | |
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF | |||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | PC | LAW SCHOOL SUPPORT | $5,000 | 1524 |
| COMMON GOOD INSTITUTE INC THE | |||||||
| 37-24 24TH STREET SUITE 137 | LONG ISLAND CITY | NY | 11101 | PC | GOOD GOVERNMENT THINKTANK | $1,000 | |
| CORNELL UNIVERSITY | |||||||
| 130 EAST SENECA STREET SUITE 400 | ITHACA | NY | 14850 | PC | ARTS AND SCIENCES EDUCATION PLEDGE | $100,000 | |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | PC | POLICY THINKTANK | $50,000 | |
| CT AGAINST GUN VIOLENCE EDUCATION FUND | |||||||
| PO BOX 123 | RIDGEFIELD | CT | 06877 | PC | PUBLIC EDUCATION ON GUN SAFETY | $1,000 | |
| CYPRUS AMERICAN ARCHAEOLOGICAL RESEARCH INSTITUTE INC | |||||||
| 209 COMMERCE STREET | ALEXANDRIA | VA | 22314 | PC | STUDY OF CYPRIOT ARCHAEOLOGY, EDDIE PELTENBURG FELLOWSHIP | $5,000 | |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | MEDICAL PROGRAMS FOR AT RISK COMMUNITIES | $100,000 | |
| DOE FUND INC | |||||||
| 345 EAST 102ND STREET 305 | NEW YORK | NY | 10029 | PC | CAREER TRAINING AND SUPPORT TO REDUCE RECIDIVISM | $10,000 | |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | PC | EQUITABLE ACCESS TO NUTRITION IN AT-RISK COMMUNITIES | $10,000 | |
| FOUNDATION FOR A CIVIL SOCIETY LTD THE | |||||||
| 25 EAST END AVENUE 1B | NEW YORK | NY | 10028 | PC | PROMOTING DEMOCRACY IN THE CZECH REPUBLIC | $15,000 | |
| FRICK COLLECTION | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | ARTS AND MUSEUM SUPPORT | $5,000 | |
| GETTING OUT AND STAYING OUT | |||||||
| 201A EAST 124TH STREET | NEW YORK | NY | 10035 | PC | EDUCATION AND SUPPORT TO REDUCE RECIDIVISM | $18,000 | |
| GREENWICH ACADEMY INC | |||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 06830 | PC | ACADEMIC INSTITUTE | $1,000 | |
| GREENWICH EMERGENCY MEDICAL SERVICES INCORPORATED | |||||||
| 1111 EAST PUTNAM AVENUE | RIVERSIDE | CT | 06878 | PC | MOBILE MEDICAL UNIT | $1,000 | |
| GREENWICH HISTORICAL SOCIETY | |||||||
| 47 STRICKLAND ROAD | COS COB | CT | 06807 | PC | ART, MUSEUM AND ARCHIVE SUPPORT FOR GREENWICH, CT | $1,000 | |
| GREENWICH UNITED WAY THE | |||||||
| 500 WEST PUTNAM AVENUE SUITE 415 | GREENWICH | CT | 06830 | PC | EDUCATION, POLICY, AND GENERAL SUPPORT FOR REGION | $10,000 | |
| HARVARD UNIVERSITY | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | MUSEUM SUPPORT | $10,000 | |
| HARVARD UNIVERSITY | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | STUDY OF THE HUMAN PAST PLEDGE (2019-2021) | $100,000 | |
| HEAF HARLEM EDUCATIONAL ACTIVITIES FUND | |||||||
| 2090 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10027 | PC | COLLEGE ACCESS PROGRAM FOR AT-RISK STUDENTS | $5,000 | |
| HUMAN RIGHTS WATCH | |||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 101183299 | PC | CHILDREN'S RIGHTS DIVISION | $10,000 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | PC | RELIEF FOR REFUGEES HELD ON GREEK ISLAND OF LESBOS | $250,000 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | PC | AFGHANISTAN CRISIS RESPONSE, INTERIM FUNDING | $100,000 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | PC | AFGHANISTAN CRISIS RESPONSE PROGRAM | $150,000 | |
| J PAUL GETTY TRUST | |||||||
| 1200 GETTY CENTER DRIVE SUITE 400 | LOS ANGELES | CA | 90049 | PC | VILLA COUNCIL | $10,000 | |
| KAPPA KAPPA GAMMA FOUNDATION | |||||||
| 6640 RIVERSIDE DRIVE SUITE 200 | DUBLIN | OH | 43017 | PC | IRIS CIRCLE LOYALTY FUND | $1,000 | |
| KAPPA KAPPA GAMMA OF CORNELL FOUNDATION INC | |||||||
| PO BOX 876 | ITHACA | NY | 148510876 | PC | SORORITY SUPPORT AT CORNELL UNIVERSITY | $1,000 | |
| KING BAUDOUIN FOUNDATION UNITED STATES INC | |||||||
| 10 ROCKEFELLER PLAZA 16TH FLOOR | NEW YORK | NY | 10020 | PC | MUSEUM SUPPORT, INTERNATIONAL SOCIETY MUSEUM LUDWIG, COLOGNE | $10,000 | |
| KU ENDOWMENT | |||||||
| PO BOX 928 | LAWRENCE | KS | 660440929 | PC | ACADEMIC INSTITUTE TO PROMOTE POLICY | $1,000 | |
| LA JOLLA COUNTY DAY SCHOOL | |||||||
| 9490 GENESEE AVENUE | LA JOLLA | CA | 92037 | PC | ALUMNI EDUCATION FUND | $5,000 | |
| MEDIA MATTERS FOR AMERICA | |||||||
| 455 MASSACHUSETTS AVENUE NW 6TH FL | WASHINGTON | DC | 20091 | PC | ELECTION INTEGRITY PROTECTION PROJECT | $20,000 | |
| MEDIA MATTERS FOR AMERICA | |||||||
| 456 MASSACHUSETTS AVENUE NW 6TH FL | WASHINGTON | DC | 20091 | PC | MEDIA MONITORING AND RESEARCH | $10,000 | |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | PROGRAM SUPPORT, WOMEN AND THE CRITICAL EYE | $1,000 | |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | TRUSTEE FUND FOR THE MET | $150,000 | |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | THOMAS WATSON LIBRARY | $5,000 | |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| AVENUE OF THE ARTS 465 HUNTINGTON | BOSTON | MA | 02115 | PC | SAN SEBASTIANO RESTORATION | $10,000 | AVENUE |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| AVENUE OF THE ARTS 465 HUNTINGTON | BOSTON | MA | 02115 | PC | MFA FUND | $5,000 | AVENUE |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| AVENUE OF THE ARTS 465 HUNTINGTON | BOSTON | MA | 02115 | PC | SWAN SOCIETY | $1,500 | AVENUE |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| AVENUE OF THE ARTS 465 HUNTINGTON | BOSTON | MA | 02115 | PC | MUSEUM SUPPORT | $6,000 | AVENUE |
| NATIONAL ASSOCIATION OF SCHOLARS | |||||||
| 420 MADISON AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | PC | DEFENDING THE IDEAS OF WESTERN CIVILIZATION | $10,000 | |
| NATIVE AMERICAN RIGHTS FUND | |||||||
| 1506 BROADWAY | BOULDER | CO | 803026296 | PC | PRESERVING TRIBAL EXISTENCE + PROTECTING THE RIGHTS OF NATIVE AMERICANS | $15,000 | |
| NEIGHBORHOOD DEFENDER SERVICE INC | |||||||
| 317 LENOX AVENUE 10TH FLOOR | NEW YORK | NY | 10027 | PC | MULTIDISCIPLINARY APPROACH TO COMMUNITY-BASED, HOLISTIC PUBLIC DEFENSE | $10,000 | |
| NEW YORK COUNTY DEFENDER SERVICES INC | |||||||
| 100 WILLIAM STREET 20TH FLOOR | NEW YORK | NY | 10038 | PC | PUBLIC DEFENSE SERVING NYC'S MOST VULNERABLE COMMUNITIES | $10,000 | |
| NEW YORK LEGAL ASSISTANCE GROUP INCORPORATED | |||||||
| 100 PEAR STREET | NEW YORK | NY | 10004 | PC | COMPREHENSIVE CIVIL LEGAL SERVICES & FINANCIAL COUNSELING | $10,000 | |
| NEW YORK UNIVERSITY INSTITUTE OF FINE ARTS | |||||||
| 25 WEST FOURTH STREET | NEW YORK | NY | 100121119 | PC | APHRODISIAS EXCAVATION OF HOUSE OF KYBELE | $10,000 | |
| NEW YORK UNIVERSITY INSTITUTE OF FINE ARTS | |||||||
| 25 WEST FOURTH STREET | NEW YORK | NY | 100121119 | PC | SELINUNTE EXCAVATION SUPPORT | $5,000 | |
| NUCLEAR THREAT INITIATIVE INC | |||||||
| 1776 EYE STREET NW SUITE 600 | WASHINGTON | DC | 20006 | PC | GLOBAL BIOLOGICAL POLICY & PROGRAMS INITIATIVE | $10,000 | |
| NYU LANGONE HOSPITALS | |||||||
| ONE PARK AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | PC | DR. JAMES GRIFO RESEARCH POST | $37,500 | |
| PARENTCHILD | |||||||
| 163B MINEOLA BOULEVARD | MINEOLA | NY | 11501 | PC | EARLY EDUCATION AND FAMILY CHILD CARE SUPPORT | $15,000 | |
| PHILLIPS ACADEMY | |||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | PC | ALUMNI EDUCATION FUND | $10,000 | |
| PLAN A HEALTH INC | |||||||
| PO BOX 20066 | NEW YORK | NY | 10025 | PC | MOBILE CLINICS FOR UNDERSERVED COMMUNITIES | $23,000 | |
| REPRODUCTIVE HEALTH ACCESS PROJECT INC | |||||||
| PO BOX 21191 | NEW YORK | NY | 10025 | PC | CLINICAL SUPPORT FOR WOMEN'S REPRODUCTIVE HEALTH CARE | $10,000 | |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | PC | ANTIPOVERTY PROGRAMS | $50,000 | |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVENUE | NEW YORK | NY | 100656399 | PC | WOMEN AND SCIENCE PROGRAM | $5,000 | |
| SAVE VENICE INC | |||||||
| 133 EAST 58TH STREET SUITE 501 | NEW YORK | NY | 10022 | PC | ART RESTORATION SUPPORT | $1,000 | |
| STERLING & FRANCINE CLARK ART INSTITUTE | |||||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | PC | MUSEUM SUPPORT, CURATOR'S CIRCLE | $5,000 | |
| STORM KING ART CENTER | |||||||
| ONE MUSEUM ROAD | NEW WINDSOR | NY | 12553 | PC | MUSEUM SUPPORT, OUTDOOR SCULPTURE | $1,000 | |
| SUSTAINABLE PRESERVATION INITIATIVE - ESCALA | |||||||
| 357 NORTH BONHILL ROAD | LOS ANGELES | CA | 90049 | PC | PRESERVING ARCHAEOLOGICAL AND CULTURAL HERITAGE | $500 | |
| TEAK FELLOWSHIP THE | |||||||
| 16 WEST 22ND STREET 3RD FLOOR | NEW YORK | NY | 10010 | PC | ACADEMIC ACHIEVEMENT PROGRAM FOR LOW-INCOME STUDENTS | $15,000 | |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DRIVE 0940 | LA JOLLA | CA | 920930940 | PC | BEN-YEHUDA CARDIOVASCULAR CLINIC RESEARCH | $25,000 | |
| UCSD HEALTH HEMOPHILIA TREATMENT CENTER | |||||||
| 9500 GILMAN DRIVE 0940 | LA JOLLA | CA | 920930940 | PC | MULTIDISCIPLINARY PROGRAM SERVING VON WILLEBRAND'S PATIENTS | $10,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | PC | MUSEUM SUPPORT | $500 | |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 NORTH CHERRY AVENUE PO BOX | TUCSON | AZ | 857210109 | PC | INTERDISCIPLINARY CHRONOLOGY OF CIVILIZATIONS PROJECT | $385,000 | 210109 |
| UNIVERSITY OF PENNSYLVANIA MUSEUM TRUSTEES OF | |||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 191045099 | PC | ARCHAEOLOGICAL INSTRUCTION AND SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF SHEFFIELD IN AMERICA INC | |||||||
| 155 EAST 44TH STREET SUITE 34 | NEW YORK | NY | 10017 | PC | DESERT GARDEN APPEAL REFUGEE CRISIS | $35,188 | |
| WATERSIDE SCHOOL INC | |||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | PC | EDUCATIONAL PROGRAM SUPPORT | $5,000 | |
| WEILL CORNELL MEDICINE | |||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | PC | RESEARCH OF DR. GERALD LOUGHLIN, PEDIATRICS PULMONOLOGY | $250,000 | |
| WEILL CORNELL MEDICINE | |||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | PC | RESEARCH OF DR. DAVID LYDEN, PEDIATRIC HEMATOLOGY-ONCOLOGY | $250,000 | |
| WORLD ASSISTANCE FOR CAMBODIA INC | |||||||
| C/O RIDGEWOOD SAVINGS BANK 107-55 | FOREST HILLS | NY | 11375 | PC | EDUCATION FOR CAMBODIAN STUDENTS | $9,120 | QUEENS BLVD |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | PC | DRAMA ALUMNI FUND | $1,000 | |
| YWCA GREENWICH CONNECTICUT INC | |||||||
| 259 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | CIVIL LEGAL CLINIC | $10,000 | |
| FROM PASS-THROUGH PARTNERSHIPS | |||||||
| 55 WEST 46TH STREET | NEW YORK | NY | 10036 | PC | GENERAL | $3 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,440,326 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $423,071 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $110 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $125,299 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,407,409 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME FROM INVESTMENT PARTNERSHIPS | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,592 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$463,133 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $133,891 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,367,509 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,501,400 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PKF O'CONNOR DAVIES LLP | CategoryTxt |
| Amt | $6,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERIPRISE | $2,313,148 | $2,313,148 |
| GABELLI & COMPANY | $7,359,750 | $7,359,750 |
| TUDOR BVI FUND LIMITED | $2,723 | $2,723 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MILLBURN EQUITY PARTNERS | FMV | $2,739,539 | $2,739,539 |
| MILLBURN MCO PARTNERS LP | FMV | $3,444,183 | $3,444,183 |
| MILLBURN SELECT STRATEGIES LP | FMV | $6,469,149 | $6,469,149 |
| SHAREVEST PARTNERS LP | FMV | $4,362,893 | $4,362,893 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HERRICK FEINSTEIN LLP | CategoryTxt |
| Legal Fees | $69 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $69 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT | Desc |
| BOY Book Value | $1,000,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $1,163 | $0 | $1,163 |
| POSTAGE AND DELIVERY | $2,476 | $0 | $2,476 |
| PORTFOLIO DEDUCTIONS FROM INVESTMENT PARTNERSHIPS | $151,143 | $151,143 | $0 |
| INSURANCE | $5,257 | $0 | $5,257 |
| ALLOCATED PAYROLL EXPENSES | $110,434 | $0 | $110,434 |
| ALLOCATED EMPLOYEE BENEFITS | $23,177 | $0 | $23,177 |
| MISCELLANEOUS EXPENSES | $18 | $0 | $18 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER MISCELLANEOUS INCOME | $110 | $0 | $110 |
| ORDINARY INCOME FROM INVESTMENT PARTNERSHIPS | -$454,541 | -$463,133 | -$454,541 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $552,044 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GABELLI | CategoryTxt |
| Amt | $93,934 | Amt |
| Net Investment Income | $93,934 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $10,362 | $10,362 | $0 |
| EXCISE TAXES | $40,000 | $0 | $0 |
| FEDERAL WITHHOLDING TAXES | $203 | $203 | $0 |
| UBT TAXES | $20,000 | $0 | $0 |