THE LAURIE M TISCH FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE LAURIE M TISCH FOUNDATION INC (EIN 13-3693585)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349103309
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T11:42:54-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020651438 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TFMG ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 MADISON AVENUE 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | 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 | 133693585 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAURIE M TISCH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAUR | BusinessNameControlTxt |
| Phone | 2125212930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 MADISON AVENUE 11TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURIE M TISCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125212930 | 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 | LAURIE | PersonFirstNm |
| Person Last | TISCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMMANUEL ARTHUR | PreparerPersonNm |
| PTIN | P01859415 | PTIN |
| Phone | 2125212975 | 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 | $323,353,630 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,348,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,918 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,918 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,161,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,161,567 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,048,455 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,805,752 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,048,455 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $85,473 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,460 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $28,659,163 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,231,400 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $346,520 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $346,520 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $218,359 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $218,359 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $192,993 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $192,993 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,101 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,101 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $187,270 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $187,270 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,764 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,764 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $411,643 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $98,912 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $33,718 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $16,902 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $315,801 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $315,801 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,644 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,644 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $92 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $92 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $672,407 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $581,587 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $90,820 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,408,496 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $684,263 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,428,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,259,278 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,259,278 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,667,774 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $684,263 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,687,596 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,991,389 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,547,137 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,166,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,346,327 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,346,327 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $20,250,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $20,250,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $20,250,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $21,055,556 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $38,425,027 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,159,431 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $134,382,015 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $67,286,357 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $93,097,113 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $126,835,894 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $919,577 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $583,016 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $348,104 | LandBOYAmt |
| Land EOY | $336,561 | LandEOYAmt |
| Land EOYFMV | $336,561 | LandEOYFMVAmt |
| Other Assets BOY | $4,119,496 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,397,277 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,397,277 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $191,595,055 | TotalAssetsBOYAmt |
| Total Assets EOY | $212,586,709 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $323,353,630 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $266 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $266 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $191,595,055 | CapitalStockBOYAmt |
| Capital Stock EOY | $212,586,443 | 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 | $191,595,055 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $212,586,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $191,595,055 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $212,586,709 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $191,595,055 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,991,389 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $212,586,444 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $212,586,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| FROM K-1: GLOBAL MOAT FUND, LP | P | $405,715 | $405,715 | $405,715 | |||
| FROM K-1: GLOBAL MOAT FUND, LP | P | $669,937 | $669,937 | $669,937 | |||
| FROM K-1: ASHE CAPITAL PARTNERS, LP | P | -$131,064 | -$131,064 | $131,064 | |||
| FROM K-1: ASHE CAPITAL PARTNERS, LP | P | $578,582 | $578,582 | $578,582 | |||
| FROM K-1: ADDITION ONE, LP | P | $31,603 | $31,603 | $31,603 | |||
| PUBLICLY TRADED SECURITIES (NORTHERN TRUST CO.: NT QUALITY ESG) | P | $4,880,442 | $587,371 | $587,371 | $4,293,071 | 2021-01-01 | 2021-12-31 |
| PUBLICLY TRADED SECURITIES (NORTHERN TRUST CO.: NT QUALITY ESG) | P | $11,740,989 | $3,796,778 | $3,796,778 | $7,944,211 | 2020-12-31 | 2021-12-31 |
| BLACKROCK LIQUID ENVIRON AWARE FUND | P | $472 | $472 | $472 | |||
| 1710.9923 SHS MILLENNIUM INTERNATIONAL | P | $5,879,696 | $5,090,919 | $5,090,919 | $788,777 | ||
| PUBLICLY TRADED SECURITIES (PERSHING LLC - COOK & BYNUM CAPITAL MGT CO. LLC) | P | $611,755 | $11,582 | $11,582 | $600,173 | 2021-01-01 | 2021-12-31 |
| PUBLICLY TRADED SECUIRITIES (KAYNE ANDERSON ENERGY INFRASTRUCTURE FUND, INC) | P | $1 | $0 | $0 | $1 | 2021-01-06 | 2021-01-07 |
| CAPITAL GAINS DIVIDENDS | P | $6,560 | $6,560 | $6,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,048,455 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $174,405 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $174,405 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $174,405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $179,013 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $279,013 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $104,608 | OverpaymentAmt |
| Applied To ES Tax | $104,608 | 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 | DE | OrgReportOrRegisterStateCd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | BARRY L BLOOM ESQ | IndividualWithBooksNm |
| Phone | 2125212930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 MADISON AVENUE 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | UK | ForeignCountryCd |
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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAURIE M TISCH | ||||||||
| 655 MADISON AVENUE 11TH FL | NEW YORK | NY | 10065 | PRESIDENT, CHIEF EXECUTIVE | 40.00 | $0 | $0 | $0 |
| RICHARD E LUFTGLASS | ||||||||
| 156 WEST 56TH STREET | NEW YORK | NY | 10019 | EXECUTIVE DIR, SECRETARY | 40.00 | $346,520 | $102,015 | $0 |
| BARRY L BLOOM | ||||||||
| 655 MADISON AVENUE 11TH FL | NEW YORK | NY | 10065 | TREASURER | 1.00 | $0 | $0 | $0 |
| ALAN H HIRSCHFELD | ||||||||
| 655 MADISON AVENUE 11TH FL | NEW YORK | NY | 10065 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| EMILY T SUSSMAN | ||||||||
| 655 MADISON AVENUE 11TH FL | NEW YORK | NY | 10065 | EXECUTIVE VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CAROLYN T BLODGETT | ||||||||
| 655 MADISON AVENUE 11TH FL | NEW YORK | NY | 10065 | EXECUTIVE VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JENNIFER CAMERON | ||||||||
| 655 MADISON AVENUE 11TH FL | NEW YORK | NY | 10065 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MICHELLE BAE | ||||||||
| 156 WEST 56TH STREET | NEW YORK | NY | 10019 | GRANTS & OFFICE ADMI | 40.00 | $111,173 | $45,023 | $0 |
| EMELYN ARIAS | ||||||||
| 156 WEST 56TH STREET | NEW YORK | NY | 10019 | GRANTS & OFFICE ADMI | 40.00 | $107,186 | $44,594 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTHSCHILD & ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 EAST 80TH STREET 4E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | COMMUNICATIONS STRATEGIES | ServiceTypeTxt |
| Compensation | $90,900 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $138,237,052 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,540,167 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $115,929,656 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $302,706,875 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $302,706,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,540,603 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $298,166,272 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,908,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,908,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $174,405 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $174,405 | TotalTaxAmt |
| Distributable Before Adj | $14,733,909 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,733,909 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,733,909 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,687,596 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,687,596 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,733,909 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,417,359 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,463,575 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,858,228 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,567,839 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,307,001 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,687,596 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,687,596 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,046,313 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,046,313 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,260,688 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,260,688 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,834,621 | ExcessFromYear4Amt |
| Excess From Year3 | $12,858,228 | ExcessFromYear3Amt |
| Excess From Year1 | $2,567,839 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALFRED E SMITH MEMORIAL FOUNDATION | |||||||
| 1011 1ST AVE 14 | NEW YORK | NY | 10022 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| ALDRICH CONTEMPORARY ART MUSEUM | |||||||
| 258 MAIN STREET | RIDGEFIELD | CT | 06877 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 |
| ALZHEIMER'S ASSOCIATION (CARINGKIND) | |||||||
| 225 N MICHIGAN AVE - 17TH FL | CHICAGO | IL | 60601 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $30,000 |
| AMERICAN ACADEMY IN ROME | |||||||
| SEVEN EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 |
| AMERICAN INSTITUTE FOR STUTTERING | |||||||
| 27 W 20TH ST - 12TH FL SUITE 1203 | NEW YORK | NY | 10011 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| AMIGOS DEL MUSEO DEL BARRIO INC | |||||||
| 1230 FIFTH AVE | NEW YORK | NY | 10029 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| ART START | |||||||
| 526 W 26TH STREET RM 501 | NEW YORK | NY | 10001 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $40,000 |
| ARTISTIC NOISE | |||||||
| 2185 ADAM CLAYTON POWELL JR BLVD | NEW YORK | NY | 10027 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| ARTISTS SPACE | |||||||
| 11 CORTLANDT AVE | NEW YORK | NY | 10013 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $2,500 |
| ASPEN INSTITUTE INC | |||||||
| 2300 NORTH ST NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $190,000 |
| BABSON COLLEGE | |||||||
| 231 FOREST STREET | WELLESLEY HILLS | MA | 02481 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| BRONX MUSEUM OF THE ARTS | |||||||
| 1040 GRAND CONCOURSE | BRONX | NY | 10456 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| BROOKLYN INSTITUTE OF ARTS AND SCIENCES (BROOKLYN MUSEUM) | |||||||
| 200 EAST PARKWAY | BROOKLYN | NY | 11238 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $250,000 |
| BROOKLYN PUBLIC LIBRARY FOUNDATION | |||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $35,000 |
| BROTHERHOOD SISTER SOL | |||||||
| 512 WEST 143RD STREET | NEW YORK | NY | 10031 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $15,000 |
| BUILDING BEATS INC | |||||||
| 37 N 15TH ST SUITE 210 | BROOKLYN | NY | 11222 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $15,000 |
| CARDOZO SCHOOL OF LAW | |||||||
| 55 5TH AVE | NEW YORK | NY | 10003 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $150,000 |
| CASITA MARIA CENTER FOR ARTS & EDUCATION | |||||||
| 928 SIMPSON ST | BRONX | NY | 10459 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $20,000 |
| CENTER FOR INDEPENDENT DOCUMENTARY | |||||||
| 1300 SOLDIERS FIELD RD STE 5 | BOSTON | MA | 02135 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $20,000 |
| CENTER FOR TRADITIONAL MUSIC AND DANCE | |||||||
| 32 BROADWAY STE 1314 | NEW YORK | NY | 10004 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| CENTER FOR URBAN PEDAGOGY | |||||||
| 232 3RD ST SUITE D201 | BROOKLYN | NY | 11215 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $20,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 |
| CHILDREN'S MUSEUM OF MANHATTAN | |||||||
| 212 W 83RD ST | NEW YORK | NY | 10024 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $150,000 |
| CITY FUTURES | |||||||
| 120 WALL STREET FLOOR 20 | NEW YORK | NY | 10005 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| CITY LIMITS NEWS | |||||||
| 8 WEST 126TH STREET FL 3 | NEW YORK | NY | 10027 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $15,000 |
| COMMON THREADS PROJECT | |||||||
| 25 PLAZA STREET WEST APT 3F | BROOKLYN | NY | 11217 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $47,000 |
| COMMUNITY ACCESS INC | |||||||
| 17 BATTERY PLACE | NEW YORK | NY | 10004 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $45,000 |
| COMMUNITY FUNDS (NEW YORK COMMUNITY TRUST) | |||||||
| 909 THIRD AVE 22ND FLOOR | NEW YORK | NY | 10022 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $100,000 |
| COOL CULTURE INC | |||||||
| 80 HANSON PL | BROOKLYN | NY | 11217 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| CREATIVE TIME | |||||||
| 59 E 4TH ST - 6TH FL | NEW YORK | NY | 10003 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| DANCE SERVICE NEW YORK CITY | |||||||
| 218 E 18TH ST | NEW YORK | NY | 10003 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $45,000 |
| DANCES FOR A VARIABLE POPULATION | |||||||
| 560 RIVERSIDE DRIVE APT 9K | NEW YORK | NY | 10027 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $35,000 |
| DARKNESS RISING PROJECT | |||||||
| PO BOX 33603 | RALEIGH | NC | 27636 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $56,000 |
| DE-CRUIT INC | |||||||
| 64 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $44,000 |
| DREAMYARD PROJECT | |||||||
| 1085 WASHINGTON AVE | BRONX | NY | 10456 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $41,135 |
| FEMINIST INSTITUTE | |||||||
| 1220 PARK AVENUE SR7 | NEW YORK | NY | 10128 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| FRIENDS OF MATERIALS FOR THE ARTS | |||||||
| 3300 NORTHERN BOULEVARD - 3RD FL | LONG ISLAND CITY | NY | 11101 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| FRIENDS OF NEW CURATORS | |||||||
| 799 9TH ST NW STE 500 | WASHINGTON | DC | 20001 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| GARDENS FOR HEALTH INTERNATIONAL | |||||||
| 2 GARDEN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $7,500 |
| GREATER WASHINGTON EDUCATIONAL TELECOM ASSOCIATION | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $75,000 |
| HARLEM SCHOOL OF THE ARTS | |||||||
| 645 ST NICHOLAS AVENUE | NEW YORK | NY | 10030 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| HARLEM STAGE (FORMERLY AARON DAVIS HALL) | |||||||
| 150 CONVENT AVE | NEW YORK | NY | 10031 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| HUNGER FREE AMERICA | |||||||
| 50 BROAD STREET SUITE 1103 | NEW YORK | NY | 10004 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $40,000 |
| INDIESPACE | |||||||
| 60 PINEAPPLE STREET APT 2J | BROOKLYN | NY | 11201 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| ID STUDIO THEATER PERFORMANCE AND RESEARCH CENTER | |||||||
| 311 EAST 140TH STREET | BRONX | NY | 10454 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $20,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10017 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $100,000 |
| KUNDIMAN INC | |||||||
| 113 WEST 60TH STREET ROOM 924 | NEW YORK | NY | 10023 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,275,000 |
| LULU & LEO FUND | |||||||
| 1216 BROADWAY 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,175 |
| MAMAFILM | |||||||
| 99 WALL STREET 3048 | NEW YORK | NY | 10005 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 |
| LUPUS RESEARCH ALLIANCE | |||||||
| 270 MADISON AVENUE SUITE 300 | NEW YORK | NY | 10016 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,563 |
| MANHATTAN THEATRE CLUB | |||||||
| 311 W 43RD ST - 8TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| MEKONG NYC | |||||||
| 2471 UNIVERSITY AVENUE | BRONX | NY | 10468 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| MONTEFIORE MEDICAL CENTER | |||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| MUSIC ON THE INSIDE | |||||||
| 205 WEST END AVE | NEW YORK | NY | 10023 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| MYASTHENIA GRAVIS FOUNDATION OF AMERICA | |||||||
| 355 LEXINGTON AVE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,000 |
| NEW 42ND ST INC-THE NEW VICTORY THEATER | |||||||
| 209 W 42ND ST | NEW YORK | NY | 10036 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $75,000 |
| NEW HEIGHTS YOUTH INC | |||||||
| 50A E 118TH ST | NEW YORK | NY | 10035 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,500 |
| NEW MUSEUM OF CONTEMPORARY ART | |||||||
| 235 BOWERY STREET | NEW YORK | NY | 10002 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| NEW YORK CITY CENTER | |||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| NEW YORK FOUNDATION FOR THE ARTS | |||||||
| 20 JAY STREET - STE 740 | BROOKLYN | NY | 11201 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| NEW YORK IMMIGRATION COALITION | |||||||
| 131 W 33RD ST - SUITE 610 | NEW YORK | NY | 10001 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| NEW YORK PUBLIC RADIO (WNYC RADIO) | |||||||
| 160 VARICK ST - 8TH FL | NEW YORK | NY | 10013 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 |
| NY SHAKESPEARE FESTIVAL (PUBLIC THEATER) | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| NYU LANGONE HOSPITALS | |||||||
| 550 1ST AVE | NEW YORK | NY | 10016 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $250,000 |
| PHILANTHROPY NEW YORK | |||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $34,700 |
| PREGONES PUERTO RICAN TRAVELING THEATER | |||||||
| 571 WALTON AVE 575 | BRONX | NY | 10451 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $100,000 |
| QUEENS MUSEUM | |||||||
| NEW YORK CITY BUILDING | CORONA | NY | 11368 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| REDHAWK INDIAN ARTS COUNCIL | |||||||
| 1022 39TH STREET | BROOKLYN | NY | 11219 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $28,000 |
| RECESS ACTIVITIES | |||||||
| 46 WASHINGTON AVE | BROOKLYN | NY | 11205 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| RITE OF SUMMER MUSIC FESTIVAL | |||||||
| PO BOX 1024 | NEW YORK | NY | 10024 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| ROUNDABOUT THEATRE COMPANY | |||||||
| 231 W 39TH ST - SUITE 1200 | NEW YORK | NY | 10018 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $7,500 |
| SERIOUS FUN CHILDREN'S NETWORK | |||||||
| 230 EAST AVE SUITE 107 | NORWALK | CT | 06855 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,575 |
| SHED NYC INC | |||||||
| 545 W 30TH ST | NEW YORK | NY | 10001 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $250,000 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $300,000 |
| SOCIETY FOR THE PRESERVATION OF WEEKSVILLE & BEDFORD STUYVESANT | |||||||
| 158 BUFFALO AVE | BROOKLYN | NY | 11213 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| SPARK YOUTH NYC | |||||||
| 444 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $2,605 |
| STOREFRONT FOR ART AND ARCHITECTURE | |||||||
| 97 KENMARE STREET | NEW YORK | NY | 10012 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| STORYVILLE CENTER FOR SPOKEN WORD | |||||||
| 75 BROAD ST - STE 2601 | NEW YORK | NY | 10004 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| TARGET MARGIN THEATER | |||||||
| 232 52ND STREET | BROOKLYN | NY | 11220 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $75,000 |
| THEATRE OF THE OPPRESSED NYC | |||||||
| 758 8TH AVENUE - SUITE 300 | NEW YORK | NY | 10036 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | |||||||
| 184 ELDRIDGE ST 3RD FL | NEW YORK | NY | 10002 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,400 |
| URBAN ARCHIVE | |||||||
| 162 CLINTON STREET | BROOKLYN | NY | 11201 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 |
| VIBE THEATER EXPERIENCE | |||||||
| 30 THIRD AVENUE | BROOKLYN | NY | 11217 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $221,100 |
| WOMEN'S HOUSING & ECONOMIC DEVELOPMENT CORP | |||||||
| 50 E 168TH ST | BRONX | NY | 10452 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| YOUNG LEADERSHIP ADDICTION AWARENESS INC | |||||||
| 33 SOUNDVIEW DRIVE | WESTPORT | CT | 06880 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,025 |
| YOUNG PEOPLE'S CHORUS OF NYC | |||||||
| 37 W 65TH ST | NEW YORK | NY | 10023 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,259,278 | 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 | $14,918 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,161,567 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,460 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,048,455 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Related Or Exempt Function Incm | $79,013 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,231,400 | ExclusionAmt |
| Related Or Exempt Function Incm | $79,013 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,310,413 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | FEDERAL EXCISE TAX REFUND FROM PRIOR YEAR | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LMT 10 YEAR CLAT UART FIRST (B)(3)(II) OF JHT REV TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BARRY L BLOOM 655 MADISON AVENU | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,348,750 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 150,000 SHARES OF LOEWS CORPORATION | $7,577,250 | 2021-02-24 |
| 1 | 150,000 SHARES OF LOEWS CORPORATION | $7,771,500 | 2021-03-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL FEES | CategoryTxt |
| Amt | $23,101 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,101 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (47 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | 2007-06-22 | $130,092 | $49,873 | SL | 39.000000000000 | $3,336 | $0 |
| FURNITURE & FIXTURES | 2007-06-22 | $40,290 | $40,290 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTERS | 2007-06-22 | $50,573 | $50,573 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTERS | 2008-07-01 | $4,408 | $2,204 | 200DB | 5.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2008-07-01 | $119,519 | $38,185 | SL | 39.000000000000 | $3,065 | $0 |
| FURNITURE & FIXTURES | 2008-07-01 | $30,456 | $15,228 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2008-05-01 | $25,039 | $25,039 | SL | 3.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2009-04-08 | $17,000 | $5,105 | SL | 39.000000000000 | $436 | $0 |
| FURNITURE & FIXTURES | 2009-07-31 | $4,594 | $2,297 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTERS | 2011-11-10 | $6,791 | 200DB | 5.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2012-02-28 | $6,755 | $3,377 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2012-05-24 | $14,475 | $7,236 | SL | 3.000000000000 | $0 | $0 |
| COMPUTERS | 2013-04-23 | $3,500 | $1,750 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTERS | 2013-07-08 | $5,475 | $2,737 | 200DB | 5.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-03-20 | $7,511 | $538 | SL | 39.000000000000 | $193 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-04-24 | $5,342 | $371 | SL | 39.000000000000 | $137 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-05-14 | $12,643 | $851 | SL | 39.000000000000 | $324 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-07-13 | $1,563 | $98 | SL | 39.000000000000 | $40 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-08-21 | $4,957 | $302 | SL | 39.000000000000 | $127 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-11-13 | $12,560 | $684 | SL | 39.000000000000 | $322 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-11-19 | $21,867 | $1,192 | SL | 39.000000000000 | $561 | $0 |
| FURNITURE & FIXTURES | 2018-12-07 | $45,976 | 200DB | 7.000000000000 | $0 | $0 | |
| COMPUTERS | 2018-02-06 | $3,826 | 200DB | 5.000000000000 | $0 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2019-01-15 | $27,822 | $1,397 | SL | 39.000000000000 | $713 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-01-28 | $5,875 | $295 | SL | 39.000000000000 | $151 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-02-05 | $27,101 | $1,303 | SL | 39.000000000000 | $695 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-03-04 | $3,705 | $170 | SL | 39.000000000000 | $95 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-04-08 | $299 | $13 | SL | 39.000000000000 | $8 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-04-15 | $3,705 | $162 | SL | 39.000000000000 | $95 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-04-23 | $9,050 | $396 | SL | 39.000000000000 | $232 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-05-10 | $750 | $31 | SL | 39.000000000000 | $19 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-06-10 | $338 | $14 | SL | 39.000000000000 | $9 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-12-16 | $38,410 | $1,026 | SL | 39.000000000000 | $985 | $0 |
| FURNITURE & FIXTURES | 2019-02-11 | $37,583 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-03-12 | $13,625 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-04-06 | $19,919 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-04-08 | $41,891 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-04-29 | $26,009 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-05-06 | $12,238 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-05-20 | $1,800 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-06-06 | $21,287 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-06-10 | $1,634 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-07-06 | $8,979 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-07-15 | $14,848 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-08-06 | $22,138 | 200DB | 7.000000000000 | $0 | $0 | |
| COMPUTERS | 2021-10-26 | $2,672 | 200DB | 5.000000000000 | $2,672 | $0 | |
| COMPUTERS | 2021-11-05 | $2,687 | 200DB | 5.000000000000 | $2,687 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAKE THE FIELD INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 LAFAYETTE STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-10-21 | GrantDt |
| Grant | $16,670 | GrantAmt |
| Purpose Of Grant | CHARITABLE AND/OR EDUCATIONAL PROJECT TO SUPPORT GRANT RECIPIENT'S CHARITABLE PROGRAM OF COORDINATING THE MAINTENANCE OF ATHLETIC FACILITIES AT PUBLIC SCHOOLS IN THE FIVE BOROUGHS OF NEW YORK CITY. | PurposeOfGrantTxt |
| Expended By Grantee | $16,670 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | AUGUST 10, 2021 | DatesOfReportsByGranteeTxt |
| Verification | 2022-03-31 | VerificationDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100,000 SHS WELLS FARGO | $2,404,070 | $4,798,000 |
| 12,500 SHS LIBERTY BROADBAND CORP. CLASS A | $209,044 | $2,011,250 |
| 247,108 SHS LOEWS CORP. | $6,743 | $14,272,958 |
| 25,000 SHS ALIBABA GROUP | $5,258,685 | $2,969,750 |
| 250,000 SHS CNX RESOURCES CORP. | $1,757,975 | $3,437,500 |
| 30,857 SHS ASHTEAD GROUP PLC ADR | $3,147,723 | $10,145,164 |
| 300,000 SHS LOEWS CORP. | $15,348,750 | $17,328,000 |
| 333,333 SHS KAYNE ANDERSON ENERGY INFRASTRUCTURE FD | $1,331,390 | $2,596,664 |
| 400,000 SHS CNX RESOURCES CORP. | $5,528,573 | $5,500,000 |
| 42,766 SHS LIBERTY BROADBAND CORP. CLASS C | $946,822 | $6,889,603 |
| 593,100 LIBERTY LATIN AMERICA LTD CL C | $6,051,992 | $6,761,340 |
| 8,662 SHS KAYNE ANDERSON ENERGY INFRASTRUCTURE FD | $45,668 | $67,477 |
| 8,854 SHS DLOCAL LIMITED | $36,744 | $315,999 |
| 9,657 SHS AUTOZONE INC. | $309,622 | $20,244,838 |
| ECF VALUE FUND INTERNATIONAL LTD. | $15,000,000 | $31,261,773 |
| MILLENNIUM INTERNATIONAL | $775,630 | $5,781,699 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADDITION ONE, LP | AT COST | $3,748,471 | $7,104,135 |
| ADDITION THREE, LP | AT COST | $759,502 | $807,821 |
| ADDITION TWO, LP | AT COST | $2,828,766 | $3,434,175 |
| ASHE CAPITAL PARTNERS, LP | AT COST | $10,823,481 | $13,113,364 |
| COOK & BYNUM CAPITAL CO. MANAGEMENT LLC | AT COST | $5,140,411 | $4,649,294 |
| GLOBAL MOAT FUND, LP | AT COST | $6,860,478 | $8,306,262 |
| NORTHERN TRUST - NT QUALITY ESG | AT COST | $35,733,353 | $58,498,145 |
| OHA CREDIT SOLUTIONS FUND, LP | AT COST | $9,485,115 | $9,936,848 |
| OHA TACTICAL INVESTMENT FUND (OFFSHORE) LP | AT COST | $7,717,536 | $8,554,491 |
| STOCKBRIDGE FUND (OS) LP | AT COST | $10,000,000 | $12,431,359 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (47 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $130,092 | $53,209 | $76,883 | $76,883 |
| FURNITURE & FIXTURES | $40,290 | $40,290 | $0 | $0 |
| COMPUTERS | $50,573 | $50,573 | $0 | $0 |
| COMPUTERS | $4,408 | $4,408 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | $119,519 | $41,250 | $78,269 | $78,269 |
| FURNITURE & FIXTURES | $30,456 | $30,456 | $0 | $0 |
| COMPUTER SOFTWARE | $25,039 | $25,039 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | $17,000 | $5,541 | $11,459 | $11,459 |
| FURNITURE & FIXTURES | $4,594 | $4,594 | $0 | $0 |
| COMPUTERS | $6,791 | $6,791 | $0 | $0 |
| FURNITURE & FIXTURES | $6,755 | $6,755 | $0 | $0 |
| COMPUTER SOFTWARE | $14,475 | $14,474 | $1 | $1 |
| COMPUTERS | $3,500 | $3,500 | $0 | $0 |
| COMPUTERS | $5,475 | $5,475 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | $7,511 | $731 | $6,780 | $6,780 |
| LEASEHOLD IMPROVEMENTS | $5,342 | $508 | $4,834 | $4,834 |
| LEASEHOLD IMPROVEMENTS | $12,643 | $1,175 | $11,468 | $11,468 |
| LEASEHOLD IMPROVEMENTS | $1,563 | $138 | $1,425 | $1,425 |
| LEASEHOLD IMPROVEMENTS | $4,957 | $429 | $4,528 | $4,528 |
| LEASEHOLD IMPROVEMENTS | $12,560 | $1,006 | $11,554 | $11,554 |
| LEASEHOLD IMPROVEMENTS | $21,867 | $1,753 | $20,114 | $20,114 |
| FURNITURE & FIXTURES | $45,976 | $45,976 | $0 | $0 |
| COMPUTERS | $3,826 | $3,826 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | $27,822 | $2,110 | $25,712 | $25,712 |
| LEASEHOLD IMPROVEMENTS | $5,875 | $446 | $5,429 | $5,429 |
| LEASEHOLD IMPROVEMENTS | $27,101 | $1,998 | $25,103 | $25,103 |
| LEASEHOLD IMPROVEMENTS | $3,705 | $265 | $3,440 | $3,440 |
| LEASEHOLD IMPROVEMENTS | $299 | $21 | $278 | $278 |
| LEASEHOLD IMPROVEMENTS | $3,705 | $257 | $3,448 | $3,448 |
| LEASEHOLD IMPROVEMENTS | $9,050 | $628 | $8,422 | $8,422 |
| LEASEHOLD IMPROVEMENTS | $750 | $50 | $700 | $700 |
| LEASEHOLD IMPROVEMENTS | $338 | $23 | $315 | $315 |
| LEASEHOLD IMPROVEMENTS | $38,410 | $2,011 | $36,399 | $36,399 |
| FURNITURE & FIXTURES | $37,583 | $37,583 | $0 | $0 |
| FURNITURE & FIXTURES | $13,625 | $13,625 | $0 | $0 |
| FURNITURE & FIXTURES | $19,919 | $19,919 | $0 | $0 |
| FURNITURE & FIXTURES | $41,891 | $41,891 | $0 | $0 |
| FURNITURE & FIXTURES | $26,009 | $26,009 | $0 | $0 |
| FURNITURE & FIXTURES | $12,238 | $12,238 | $0 | $0 |
| FURNITURE & FIXTURES | $1,800 | $1,800 | $0 | $0 |
| FURNITURE & FIXTURES | $21,287 | $21,287 | $0 | $0 |
| FURNITURE & FIXTURES | $1,634 | $1,634 | $0 | $0 |
| FURNITURE & FIXTURES | $8,979 | $8,979 | $0 | $0 |
| FURNITURE & FIXTURES | $14,848 | $14,848 | $0 | $0 |
| FURNITURE & FIXTURES | $22,138 | $22,138 | $0 | $0 |
| COMPUTERS | $2,672 | $2,672 | $0 | $0 |
| COMPUTERS | $2,687 | $2,687 | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FURNISHINGS | $517,431 | $517,431 | $517,431 |
| OTHER RECEIVABLES | $3,602,065 | $5,879,846 | $5,879,846 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUILDING EXPENSES | $10,641 | $0 | $10,641 |
| INSURANCE | $10,104 | $0 | $10,104 |
| OFFICE EXPENSES | $13,707 | $0 | $13,707 |
| TECHNOLOGY EXPENSES | $56,368 | $0 | $56,368 |
| CUSTODIAL FEES | $206,688 | $206,688 | $0 |
| PORTFOLIO DEDUCTIONS - GLOBAL MOAT FUND, LP | $94,709 | $94,709 | $0 |
| PORTFOLIO DEDUCTIONS - NT QUALITY ESG | $980 | $980 | $0 |
| PORTFOLIO DEDUCTIONS - COOK & BYNUM CAPITAL CO. LLC | $4,103 | $4,103 | $0 |
| ASHE CAPITAL PARTNERS, LP - PORTFOLIO DEDUCTIONS | $63,590 | $63,590 | $0 |
| ADDITION ONE, LP - PORTFOLIO DEDUCTIONS | $95,565 | $95,565 | $0 |
| ADDITION TWO, LP - PORTFOLIO DEDUCTIONS | $95,454 | $95,454 | $0 |
| ADDITION THREE, LP - PORTFOLIO DEDUCTIONS | $20,498 | $20,498 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NORTHERN TRUST QESG - FOREIGN TRANSACTION GAINS (LOSSES) | $1,724 | $1,724 | $1,724 |
| SECTION 988 GAIN (LOSS) - GLOBAL MOAT FUND, LP | $9,329 | $9,329 | $9,329 |
| FOREIGN EXCHANGE LOSS (COOK & BYNUM CAPITAL MGT CO. LLC) | -$4,609 | -$4,609 | -$4,609 |
| OTHER PORTFOLIO INC (LOSS) - GLOBAL MOAT FUND, LP | $16 | $16 | $16 |
| FEDERAL EXCISE TAX REFUND | $79,013 | $79,013 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO(FROM) NON-BROKER - ESTATE OF JOAN H. TISCH | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $266 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $187,270 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $187,270 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $279,013 | $0 | $0 |
| FOREIGN TAXES WITHHELD - NT QUALITY ESG | $65,033 | $65,033 | $0 |
| FOREIGN TAXES WITHHELD - COOK & BYNUM CAPITAL MGT CO. LLC | $26,683 | $26,683 | $0 |
| PAYROLL TAXES | $33,718 | $0 | $33,718 |
| FOREIGN TAXES WITHHELD - GLOBAL MOAT FUND, LP | $5,671 | $5,671 | $0 |
| DELAWARE ANNUAL REPORT | $25 | $25 | $0 |
| NYS FILING FEES | $1,500 | $1,500 | $0 |