LILY AUCHINCLOSS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LILY AUCHINCLOSS FOUNDATION INC (EIN 13-3935995)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349106829
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T20:25:33-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 133935995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LILY AUCHINCLOSS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O FULTON VITTORIA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LILY | BusinessNameControlTxt |
| Phone | 2127379533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER PLAZA 3 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDRA HERZAN | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 2127379533 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALEXANDRA | PersonFirstNm |
| Person Last | HERZAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN MALDONADO | PreparerPersonNm |
| PTIN | P00964165 | PTIN |
| Phone | 6462135100 | 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 | $74,554,323 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $991,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $991,900 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,943,421 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,197,776 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,943,421 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,935,321 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,935,321 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $142,686 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $142,686 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $146,324 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $146,324 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,135 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,135 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $461,193 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $371,145 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $90,048 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $93,152 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,564 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $61,588 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,316 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,316 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,773 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,915 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,858 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $902,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $399,624 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $492,955 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,839,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,839,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,741,579 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $399,624 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,331,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,193,742 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,535,697 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,223,653 | CashBOYAmt |
| Cash EOY | $5,066,502 | CashEOYAmt |
| Cash EOYFMV | $5,066,502 | CashEOYFMVAmt |
| US Government Obligations BOY | $6,165,679 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,785,663 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,827,846 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $29,614,827 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,934,234 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,252,611 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,763,854 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,261,416 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,415,758 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,636,143 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,779,228 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,991,606 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $3,280 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $4,300 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,411,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,827,043 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $74,554,323 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $44,411,736 | CapitalStockBOYAmt |
| Capital Stock EOY | $46,827,043 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,411,736 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,827,043 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,411,736 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,827,043 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,411,736 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,193,742 | ExcessRevenueOverExpensesAmt |
| Other Increases | $221,565 | OtherIncreasesAmt |
| Subtotal | $46,827,043 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,827,043 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NB *33000 - AVAILABLE UPON REQUEST | P | $2,616,194 | $2,249,809 | $366,385 | $366,385 |
| NB *33000 - AVAILABLE UPON REQUEST | P | $9,547,709 | $4,921,012 | $4,626,697 | $4,626,697 |
| NB *33000 - AVAILABLE UPON REQUEST | P | $565,437 | $51,873 | $513,564 | $513,564 |
| NB *02809 - AVAILABLE UPON REQUEST | P | $1,034,194 | $789,336 | $244,858 | $244,858 |
| NB *02809 - AVAILABLE UPON REQUEST | P | $403,219 | $262,367 | $140,852 | $140,852 |
| NB *02808 - AVAILABLE UPON REQUEST | P | $4,163,843 | $4,197,438 | -$33,595 | -$33,595 |
| NB *02808 - AVAILABLE UPON REQUEST | P | $2,256,012 | $2,171,402 | $84,610 | $84,610 |
| NB *02808 - AVAILABLE UPON REQUEST | P | $25,208 | $25,184 | $24 | $24 |
| NB *02808 - AVAILABLE UPON REQUEST | P | $15,000 | $15,000 | $0 | $0 |
| NB *02808 - AVAILABLE UPON REQUEST | P | $249,999 | $249,973 | $26 | $26 |
| NB *02808 - AVAILABLE UPON REQUEST | P | $320,961 | $320,961 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,943,421 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $90,846 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $90,846 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $90,846 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $103,576 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $48,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $151,576 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,310 | EsPenaltyAmt |
| Overpayment | $59,420 | OverpaymentAmt |
| Applied To ES Tax | $59,420 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://LILYNYC.ORG/ | WebsiteAddressTxt |
| Individual With Books | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 6462135100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS | AddressLine1Txt |
| 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|
| ALEXANDRA HERZAN | |||||||||
| C/O FULTON VITTORIA 1 ROCKEFELLER | PLAZA 3 FL | NEW YORK | NY | 10020 | DIRECTOR, PRES & TREASURER | 0.00 | $0 | $0 | $0 |
| PAUL K HERZAN | |||||||||
| C/O FULTON VITTORIA 1 ROCKEFELLER | PLAZA 3 FL | NEW YORK | NY | 10020 | DIRECTOR, VP & TREASURER | 0.00 | $0 | $0 | $0 |
| LEE AUCHINCLOSS LINK | |||||||||
| C/O FULTON VITTORIA 1 ROCKEFELLER | PLAZA 3 FL | NEW YORK | NY | 10020 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JANET LEVOFF | |||||||||
| C/O FULTON VITTORIA 1 ROCKEFELLER | PLAZA 3 FL | NEW YORK | NY | 10020 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES GARA | |||||||||
| C/O FULTON VITTORIA 1 ROCKEFELLER | PLAZA 3 FL | NEW YORK | NY | 10020 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER BERMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICE FEES | ServiceTypeTxt |
| Compensation | $0 | 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 | $55,695,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,017,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,934,576 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,647,519 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,647,519 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,074,713 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,572,806 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,528,640 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,528,640 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $90,846 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $90,846 | TotalTaxAmt |
| Distributable Before Adj | $3,437,794 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,437,794 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,437,794 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,331,955 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,331,955 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,437,794 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $297,479 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $274,471 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $249,477 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $136,814 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $886,241 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,844,482 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,331,955 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,437,794 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $894,161 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,738,643 | 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 | $297,479 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,441,164 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $274,471 | ExcessFromYear4Amt |
| Excess From Year3 | $249,477 | ExcessFromYear3Amt |
| Excess From Year2 | $136,814 | ExcessFromYear2Amt |
| Excess From Year1 | $886,241 | ExcessFromYear1Amt |
| Excess From Current Year | $894,161 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (148 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALI FORNEY CENTER | ||||||||
| 224 W 35TH STREET FL 15 | NY | NY | 10001 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| ALI FORNEY CENTER | ||||||||
| 224 W 35TH STREET FL 15 | NY | NY | 10001 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| ALLEY POND ENVIRONMENTAL CENTER | ||||||||
| 224-65 76TH AVE | BAYSIDE | NY | 11364 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| AMERICAN ABSTRACT ARTISTS | ||||||||
| 39 GREAT JONES STREET | NY | NY | 10012 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| AMERICAN LITTORAL SOCIETY | ||||||||
| 18 HARTSHORNE DRIVE | HIGHLANDS | NJ | 07732 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| ANIMATION PROJECT | ||||||||
| 413 W 14TH ST SUITE 200 | NY | NY | 10014 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| APOLLO THEATER FOUNDATION | ||||||||
| 253 W 125TH ST | NY | NY | 10027 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| ARCHITECTURAL LEAGUE OF NEW YORK | ||||||||
| 594 BROADWAY SUITE 607 | NY | NY | 10012 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| ARTADIA | ||||||||
| 45 MAIN ST 515 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| ARTBRIDGE PROJECTS | ||||||||
| 526 W 26TH ST 502 | NY | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| AYITI DEMEN | ||||||||
| 28 BETHUNE ST | NY | NY | 10014 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| BRONX COUNCIL ON THE ARTS | ||||||||
| 2700 E TREMONT AVE | THE BRONX | NY | 10461 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| BRONX IS BLOOMING | ||||||||
| 1020 GRAND CONCOURSE 15C | BRONX | NY | 10451 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| BRONX MUSEUM OF THE ARTS | ||||||||
| 1040 GRAND CONCOURSE | THE BRONX | NY | 10456 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| BRONX RIVER ALLIANCE | ||||||||
| 1 BRONX RIVER PKWY | THE BRONX | NY | 10462 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| BROOKLYN ARTS EXCHANGE | ||||||||
| 421 5TH AVE | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| BROOKLYN BRIDGE PARK CONSERVANCY | ||||||||
| 334 FURMAN STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| BROOKLYN GREENWAY INITIATIVE | ||||||||
| 153 COLUMBIA ST | BROOKLYN | NY | 11231 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| BROOKLYN MUSEUM | ||||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 11238 | NONE | PC | GENERAL PURPOSE | $40,000 | |
| BROOKLYN RAIL | ||||||||
| 253 36TH ST 304 INDUSTRY CITY | BROOKYLYN | NY | 11232 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| BROOKLYN WORKFORCE INNOVATIONS | ||||||||
| 621 DEGRAW ST | BROOLKYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| BUSHWICK STARR | ||||||||
| 419 ELDERT S | BROOKLYN | NY | 11237 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| CAAAV ORGANIZING ASIAN COMMUNITIES | ||||||||
| 55 HESTER STREET | NY | NY | 10002 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| CAMPAIGN AGAINST HUNGER | ||||||||
| 2010 FULTON ST | BROOKLYN | NY | 11233 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| CENTER FOR AN URBAN FUTURE | ||||||||
| 80 8TH AVE | NY | NY | 10011 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| CITIZENS COMMITTEE FOR CHILDREN OF NY | ||||||||
| 14 WALL ST 4E | NY | NY | 10005 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| CITY PARKS FOUNDATION | ||||||||
| 830 5TH AVE | NY | NY | 10065 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| CITY PARKS FOUNDATION | ||||||||
| 830 5TH AVE | NY | NY | 10065 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| CITY PARKS FOUNDATION | ||||||||
| 830 5TH AVE | NY | NY | 10065 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| COMMUNITY VOICES HEARD | ||||||||
| 115 E 106TH ST 3 | NY | NY | 10029 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| COOPER HEWITT SMITHSONIAN DESIGN MUSEUM | ||||||||
| 2 EAST 91ST STREET | NY | NY | 10128 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| CORRECTIONAL ASSOCIATION OF NEW YORK | ||||||||
| PO BOX 793 | BROOKLYN | NY | 11207 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| CREATIVE TIME | ||||||||
| 59 E 4TH ST FLOOR 6 | NY | NY | 10003 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| DANCING CLASSROOMS | ||||||||
| 1350 6TH AVE 2ND FLOOR | NY | NY | 10019 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| DIEU DONNE | ||||||||
| 63 FLUSHING AVE SUITE 602 | BROOKLYN | NY | 11205 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NY | NY | 10006 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| DRAWING CENTER | ||||||||
| 35 WOOSTER ST | NY | NY | 10013 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| DRAWING CENTER | ||||||||
| 35 WOOSTER ST | NY | NY | 10013 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| DYCKMAN FARMHOUSE MUSEUM | ||||||||
| 4881 BROADWAY | NY | NY | 10034 | NONE | PC | GENERAL PURPOSE | $11,000 | |
| EARTH MATTER NY | ||||||||
| 179 RIVINGTON STREET SUITE 4A | NY | NY | 10002 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| EAST SIDE HOUSE SETTLEMENT | ||||||||
| 337 ALEXANDER AVE | THE BRONX | NY | 10454 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| EDIBLE SCHOOLYARD | ||||||||
| 55 WASHINGTON STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| ELIZABETH STREET GARDEN | ||||||||
| ELIZABETH ST | NY | NY | 10012 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| EN FOCO | ||||||||
| 15 CANAL PL | THE BRONX | NY | 10451 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| ENCORE COMMUNITY SERVICES | ||||||||
| 239 W 49TH ST | NY | NY | 10019 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| ENVIRONMENTAL ADVOCATES OF NEW YORK | ||||||||
| 353 HAMILTON ST | ALBANY | NY | 12210 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| EXALT YOUTH | ||||||||
| 17 BATTERY PLACE 3RD FLOOR 307 | NY | NY | 10004 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| FARM TRAINING COLLECTIVE NYC | ||||||||
| 505 EIGHTH AVE SUITE 2100 | NY | NY | 10018 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| FIJI THEATER COMPANY INC (DBA PING CHONG COMPANY) | ||||||||
| 47 GREAT JONES ST 6 | NY | NY | 10012 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY FL 10 | NY | NY | 10038 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY FL 10 | NY | NY | 10038 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| FORT GREENE PARK CONSERVANCY | ||||||||
| 85 S OXFORD ST | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| FOUNTAIN HOUSE | ||||||||
| 425 W 47TH ST | NY | NY | 10036 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| FOUNTAIN HOUSE | ||||||||
| 425 W 47TH ST | NY | NY | 10036 | NONE | PC | GENERAL PURPOSE | $1,000,000 | |
| FRIENDS OF GOVERNORS ISLAND | ||||||||
| 10 SOUTH STREET SLIP 7 | NY | NY | 10004 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| GINA GIBNEY DANCE INC | ||||||||
| 890 BROADWAY 5TH FLOOR | NY | NY | 10003 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| GREENBELT CONSERVANCY | ||||||||
| 200 NEVADA AVE | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| GREEN-WOOD HISTORIC FUND | ||||||||
| 500 25TH STREET | BROOKLYN | NY | 11232 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| GROUNDSWELL | ||||||||
| 540 PRESIDENT ST 1A | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| GROWNYC | ||||||||
| 100 GOLD ST 3300 | NY | NY | 10038 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| HARLEM CHAMBER PLAYERS INC | ||||||||
| 191 CLAREMONT AVENUE 25 | NY | NY | 10027 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| HARVEST HOME FARMER'S MARKET | ||||||||
| 8 W 126TH ST | NY | NY | 10027 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| HESTER STREET COLLABORATIVE | ||||||||
| 113 HESTER STREET | NY | NY | 10002 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| HOPE PROGRAM | ||||||||
| 1 SMITH ST 4TH FLOOR | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| HOT BREAD KITCHEN | ||||||||
| 75 9TH AVE SUITE 0610 | NY | NY | 10011 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| HOUSING PLUS | ||||||||
| 315 LINWOOD ST | BROOKLYN | NY | 11208 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| HUDSON RIVER COMMUNITY SAILING | ||||||||
| WEST 26TH STREET 12TH AVE | NY | NY | 10001 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| HUNTERS POINT PARKS CONSERVANCY | ||||||||
| 2-17 51ST AVE 903 | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| ID STUDIO THEATER PERFORMANCE AND RESEARCH CENTER | ||||||||
| 311 E 140TH ST | THE BRONX | NY | 10454 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| INTERNATIONAL PRINT CENTER NY | ||||||||
| 535 W 24TH ST | NY | NY | 10011 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| LA MAMA EXPERIMENTAL THEATRE CLUB | ||||||||
| 66 E 4TH ST | NY | NY | 10003 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| LAAL NYC | ||||||||
| 249 E MOSHOLU PKWY N | THE BRONX | NY | 10467 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| LEGAL INFORMATION FOR FAMILIES TODAY | ||||||||
| 32 COURT STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| LONG ISLAND COMMUNITY FOUNDATION | ||||||||
| 900 WALT WHITMAN RD 205 | MELVILLE | NY | 11747 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| MAGNOLIA TREE AND EARTH CENTER | ||||||||
| 677 LAFAYETTE AVE 3RD FLOOR | BROOKLYN | NY | 11216 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| MAKE THE ROAD NEW YORK | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| MARK MORRIS DANCE GROUP | ||||||||
| 3 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| MASA-MEXED | ||||||||
| 2770 3RD AVE | THE BRONX | NY | 10455 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| MA-YI THEATER COMPANY | ||||||||
| 520 EIGHTH AVENUE | NY | NY | 10018 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| MIND-BUILDERS CREATIVE ARTS CENTER | ||||||||
| 3415 OLINVILLE AVE | THE BRONX | NY | 10467 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| MISS HALL'S SCHOOL | ||||||||
| 492 HOLMES RD | PITTSFIELD | MA | 01201 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| MUSEUM OF THE CITY OF NEW YORK | ||||||||
| 1220 5TH AVE | NY | NY | 10029 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| NATIONAL CENTER FOR LAW AND ECONOMIC JUST | ||||||||
| 50 BROADWAY SUITE 1500 | NY | NY | 10004 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| NATIONAL JAZZ MUSEUM IN HARLEM | ||||||||
| 58 W 129TH ST GROUND FLOOR 2203 | NY | NY | 10027 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| NATURAL AREAS CONSERVANCY | ||||||||
| 1234 5TH AVE | NY | NY | 10029 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL (NRDC) | ||||||||
| 40 WEST 20TH STREET | NY | NY | 10011 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| NEIGHBORS TOGETHER | ||||||||
| 2094 FULTON ST | BROOKLYN | NY | 11233 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| NEO PHILANTHROPY | ||||||||
| 45 W 36TH ST 6TH FLOOR | NY | NY | 10018 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| NEW DRAMATISTS | ||||||||
| 424 W 44TH ST | NY | NY | 10036 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BLVD | THE BRONX | NY | 10458 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| NEW YORK CITY AUDUBON SOCIETY | ||||||||
| 71 W 23RD ST | NY | NY | 10010 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| NEW YORK COMMON PANTRY | ||||||||
| 8 E 109TH ST | NY | NY | 10029 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| NEW YORK COUNTY LAWYERS ASSOCIATION | ||||||||
| 250 GREENWICH ST 46TH FLOOR | NY | NY | 10006 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| NEW YORK IMMIGRATION COALITION | ||||||||
| 131 W 33RD ST 610 | NY | NY | 10001 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| NEW YORK LANDMARKS CONSERVANCY | ||||||||
| 1 WHITEHALL ST | NY | NY | 10004 | NONE | PC | GENERAL PUROSE | $25,000 | |
| NEW YORK WOMEN'S FOUNDATION | ||||||||
| 39 BROADWAY 2300 | NY | NY | 10006 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| NOBLE MARITIME COLLECTION | ||||||||
| BUILDING D 1000 RICHMOND TERRACE 8 | STATEN ISLAND | NY | 10301 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| NORTH STAR FUND | ||||||||
| 520 8TH AVE 1800 | NY | NY | 10018 | NONE | PC | GENERAL PUPOSE | $10,000 | |
| NYC H2O | ||||||||
| PO BOX 20773 | NY | NY | 10009 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| ONE STORY | ||||||||
| THE OLD AMERICAN CAN FACTORY 232 | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $5,000 | 3RD ST A108 |
| OPENING ACT | ||||||||
| PO BOX 20178 GREELEY SQUARE STATION | NY | NY | 10001 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| PREGONESPRTT | ||||||||
| 575 WALTON AVE | THE BRONX | NY | 10451 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| PRESBYTERIAN SENIOR SERVICES | ||||||||
| 2095 BROADWAY SUITE 409 | NY | NY | 10023 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| QUEENS BOTANICAL GARDEN | ||||||||
| 43-50 MAIN ST | QUEENS | NY | 11355 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| REGIONAL PLAN ASSOCIATION | ||||||||
| ONE WHITEHALL ST 16TH FLOOR | NY | NY | 10004 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| RIVERSIDE PARK CONSERVANCY | ||||||||
| 475 RIVERSIDE DRIVE SUITE 455 | NY | NY | 10115 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| RIVERSIDE PARK CONSERVANCY | ||||||||
| 475 RIVERSIDE DRIVE SUITE 455 | NY | NY | 10115 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| ROCKAWAY INITIATIVE FOR SUSTAINABILITY AND EQUITY | ||||||||
| 58-03 ROCKAWAY BEACH BLVD | QUEENS | NY | 11692 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| SANITATION FOUNDATION | ||||||||
| 125 WORTH ST | NY | NY | 10013 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| SEARCH AND CARE | ||||||||
| 1844 2ND AVE | NY | NY | 10128 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| SOLAR ONE | ||||||||
| 24-20 FDR DRIVE SERVICE RD E | NY | NY | 10010 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| SOUTH BRONX UNITED | ||||||||
| 820 RIVER AVE SUITE 3 | THE BRONX | NY | 10451 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| ST JOHN'S BREAD AND LIFE | ||||||||
| 795 LEXINGTON AVE | BROOKLYN | NY | 11221 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| STANLEY M ISAACS CENTER | ||||||||
| 415 E 93RD ST | NY | NY | 10128 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| STATEN ISLAND MUSEUM | ||||||||
| 1000 RICHMOND TERRACE BLDG A | STATEN ISLAND | NY | 10301 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| STUDIO IN A SCHOOL | ||||||||
| 75 WEST END AVE | NY | NY | 10023 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| SUNNYSIDE COMMUNITY SERVICES | ||||||||
| 43-31 39TH ST | QUEENS | NY | 11104 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| SUNNYSIDE COMMUNITY SERVICES | ||||||||
| 43-31 39TH ST | QUEENS | NY | 11104 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| SUPPORTIVE HOUSING NETWORK OF NEW YORK | ||||||||
| 247 W 37TH STREET 18TH FLOOR | NY | NY | 10018 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| THE ALLIANCE FOR A GREATER NEW YORK ALIGN | ||||||||
| 50 BROADWAY 29TH FLOOR | NY | NY | 10004 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| THE CHOCOLATE FACTORY THEATER THEATER ET AL INC | ||||||||
| 3833 24TH ST | QUEENS | NY | 11101 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| THEATRE OF THE OPRESSED NYC | ||||||||
| 758 8TH AVE SUITE 300 | NY | NY | 10036 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| TRI-STATE TRANSPORTATION CAMPAIGN | ||||||||
| 350 W 31ST STREET 805 | NY | NY | 10001 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| UNION SETTLEMENT ASSOCIATION | ||||||||
| 237 E 104TH ST | NY | NY | 10029 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| UNITED COMMUNITY CENTERS | ||||||||
| 613 NEW LOTS AVENUE | NY | NY | 11207 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| UNITED STATES ARTISTS | ||||||||
| 200 WEST MADISON STREET FL 3 | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | ||||||||
| 184 ELDRIDGE ST | NY | NY | 10002 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| URBAN ASSEMBY | ||||||||
| 90 BROAD ST 2101 | NY | NY | 10004 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| URBAN BUSH WOMEN | ||||||||
| 138 S OXFORD ST | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| URBAN WORD NYC | ||||||||
| PO BOX 1813 | NY | NY | 10113 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| VAN CORTLANDT PARK ALLIANCE | ||||||||
| 80 VAN CORTLANDT PARK S | THE BRONX | NY | 10463 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| WASHINGTON SQUARE PARK CONSERVANCY | ||||||||
| WASHINGTON SQUARE | NY | NY | 10012 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| WATERFRONT ALLIANCE | ||||||||
| 217 WATER STREET SUITE 300 | NY | NY | 10038 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| WAVE HILL | ||||||||
| 675 WEST 252ND STREET | BRONX | NY | 104712899 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| WE STAYNOS QUEDAMOS | ||||||||
| 754 MELROSE AVE | THE BRONX | NY | 10451 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| WEEKSVILLE HERITAGE CENTER | ||||||||
| 158 BUFFALO AVE | BROOKLYN | NY | 11213 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| WEST SIDE CAMPAIGN AGAINST HUNGER | ||||||||
| 263 W 86TH ST | NY | NY | 10024 | NONE | PC | GENERAL PURPOSE | $30,000 | |
| WEST SIDE CAMPAIGN AGAINST HUNGER | ||||||||
| 263 W 86TH ST | NY | NY | 10024 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| WEST SIDE COMMUNITY GARDEN | ||||||||
| 525 WEST END AVENUE 6H | NY | NY | 10024 | NONE | PC | GENERAL PURPOSE | $3,000 | |
| WILD BIRD FUND | ||||||||
| 565 COLUMBUS AVE | NY | NY | 10024 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| WOMEN FOR AFGHAN WOMEN | ||||||||
| 71-19 162ND ST UNIT D | QUEENS | NY | 11365 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| WOMEN MAKE MOVIES | ||||||||
| 115 W 29TH ST | NY | NY | 10001 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| WOMEN'S PRISON ASSOCIATION | ||||||||
| 110 2ND AVE | NY | NY | 10003 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| YA-YA NETWORK | ||||||||
| 135 W 36TH ST PH | NY | NY | 10018 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| YMCA OF GREATER NEW YORK | ||||||||
| 5 WEST 63RD STREET SIXTH FLOOR | NY | NY | 10023 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| YOUTH DESIGN CENTER | ||||||||
| PO BOX 70797 | BROOKLYN | NY | 11207 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| YOUTH MINISTRIES FOR PEACE AND JUSTICE | ||||||||
| 1384 STRATFORD AVENUE | BRONX | NY | 10472 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| YWCA OF BROOKLYN | ||||||||
| 30 THIRD AVENUE | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,839,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $991,900 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,943,421 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,935,321 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,935,321 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $16,135 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,135 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NEUBERGER BERMAN *02808 | BondNm |
| EOY Book Value | $3,261,416 | EOYBookValueAmt |
| EOYFMV | $3,415,758 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEUBERGER BERMAN *33000 | $24,866,539 | $49,267,128 |
| INT'L FLAVORS & FRAGRANCES | $404,783 | $1,657,150 |
| NEUBERGER BERMAN *02809 | $4,662,912 | $6,328,333 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,785,663 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,827,846 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEUBERGER BERMAN *33000 | AT COST | $2,260,288 | $2,472,666 |
| NY POOLED PRI FUND | AT COST | $518,940 | $518,940 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL SECURITY | Desc |
| BOY Book Value | $4,300 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SERVICES/CABLE | $10,881 | $0 | $10,881 |
| INSURANCE | $14,561 | $0 | $14,561 |
| BANK CHARGES | $51 | $0 | $51 |
| OFFICE SUPPLIES / EQUIPMENT | $172 | $0 | $172 |
| UTILITIES | $21 | $0 | $21 |
| EDUCATION | $958 | $0 | $958 |
| ADVERTISING | $108 | $0 | $108 |
| PAYROLL PROCESSING FEES | $1,550 | $0 | $1,550 |
| MEMBERSHIP AND SUBSCRIPTIONS | $5,770 | $0 | $5,770 |
| TELEPHONE | $786 | $0 | $786 |
| NEW YORK POOLED PRI FUND LLC | $6,915 | $6,915 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES / PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $221,565 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT SERVICES FEES NB *33000 | $359,669 | $305,719 | $53,950 |
| INVESTMENT SERVICES FEES NB *02809 | $46,039 | $39,133 | $6,906 |
| INVESTMENT SERVICES FEES NB *02808 | $27,494 | $23,370 | $4,124 |
| PROFESSIONAL FEES | $25,068 | $0 | $25,068 |
| ADR FEES | $2,923 | $2,923 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID - NB 33000 | $15,290 | $15,290 | $0 |
| PAYROLL TAXES | $61,588 | $0 | $61,588 |
| FOREIGN TAXES PAID - NB 02809 | $6,274 | $6,274 | $0 |
| 2020 Q4 FEDERAL ESTIMATE | $10,000 | $0 | $0 |