LEON LOWENSTEIN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LEON LOWENSTEIN FOUNDATION INC (EIN 13-6015951)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-20
- IRS object ID
- 202102019349100070
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-20T17:12:50-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 Avenue of the Americas 1200 | 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136015951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leon Lowenstein Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANDREW BENDHEIM | InCareOfNm |
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2123190670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 Church Street 19th Floor | AddressLine1Txt |
| City | New Haven | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrew Bendheim | PersonNm |
| Person Title | director | PersonTitleTxt |
| Phone | 2123190670 | PhoneNum |
| Signature | 2021-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Andrew | PersonFirstNm |
| Person Last | Bendheim | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01333816 | PTIN |
| Phone | 2128674000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $159,799,218 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,617,826 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,617,826 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,595,210 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,236,591 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,022,616 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,617,826 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $330,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $308,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $47,250 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,363 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $44,887 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $57,857 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,893 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $54,964 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,548 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,548 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,342 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,687 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,655 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,103 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,309 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $28,794 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $64,048 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $767 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,575 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $254 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $25,321 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,266 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $24,055 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,697 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $22 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,675 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,688 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,517 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,171 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $692,108 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $529,324 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,392,655 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,077,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,084,763 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,606,324 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,062,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,504,002 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $447,227 | CashBOYAmt |
| Cash EOY | $341,168 | CashEOYAmt |
| Cash EOYFMV | $341,168 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $7,513 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,165 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,165 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $142,036,370 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $159,418,090 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $159,418,090 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,270 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $805 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $720 | LandBOYAmt |
| Land EOY | $465 | LandEOYAmt |
| Land EOYFMV | $465 | LandEOYFMVAmt |
| Other Assets BOY | $71,036 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,330 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $22,330 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $142,562,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $159,799,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $159,799,218 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,205 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $46,958 | AccountsPayableEOYAmt |
| Grants Payable BOY | $25,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $339,440 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $882,699 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $918,711 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $929,904 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,305,109 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $141,632,962 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $158,494,109 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $141,632,962 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $158,494,109 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $142,562,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $159,799,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $141,632,962 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,062,147 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,923,294 | OtherIncreasesAmt |
| Subtotal | $158,494,109 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $158,494,109 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VANGUARD FTSE - ALL WORLD INFO AVAILABLE UPON REQUEST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2017-01-01 | AcquiredDt |
| Sold | 2020-11-09 | SoldDt |
| Gross Sales Price | $27,236,594 | GrossSalesPriceAmt |
| Cost Or Other Basis | $28,831,804 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,595,210 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,595,210 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,595,210 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,706 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $48,706 | SubtotalAmt |
| Tax Based On Investment Income | $48,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,601 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $70,601 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,895 | OverpaymentAmt |
| Applied To ES Tax | $21,895 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW BENDHEIM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123190670 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 CHURCH STREET 19TH FLOOR | AddressLine1Txt |
| City | new haven | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Thomas Wright | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Secretary | 5.0 | $40,000 | $0 | $0 |
| Kim Bendheim | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Vice Chair | 5.0 | $15,000 | $0 | $0 |
| Tom Bendheim | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Director | 5.0 | $10,000 | $0 | $0 |
| Joanna Schulman | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Director | 5.0 | $10,000 | $0 | $0 |
| John Bendheim Jr | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | dIRECTOR | 5.0 | $10,000 | $0 | $0 |
| Stewart Hudson | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Executive Director | 35.0 | $220,000 | $45,670 | $0 |
| Andrew Bendheim | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Chair | 20.0 | $25,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $137,198,252 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,468 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $621,347 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $138,026,067 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $138,026,067 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,070,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $135,955,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,797,784 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,797,784 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,706 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,706 | TotalTaxAmt |
| Distributable Before Adj | $6,749,078 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,749,078 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,749,078 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,606,324 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,606,324 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,606,324 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,749,078 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,491,873 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,606,324 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,491,873 | AppliedToYear1Amt |
| Applied To Current Year | $114,451 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $6,634,627 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Leadership Journey | |||||||
| PO Box 29163 | Providence | RI | 02909 | None | PC | Charitable | $5,000 |
| Amanda James | |||||||
| 94 Mercer St | New York | NY | 10012 | None | PC | Charitable | $5,000 |
| Anti-defamation league | |||||||
| 605 Third Avenue | New York | NY | 10158 | None | PC | Charitable | $10,000 |
| Apprentice Learning | |||||||
| 745 Centre Street | Jamiaca Plain | MA | 02130 | None | PC | Charitable | $10,000 |
| Area Interfaith Outreach | |||||||
| 1A Gordon Drive | Rockland | ME | 04841 | None | PC | Charitable | $15,000 |
| Barrington Stage Company Inc | |||||||
| 30 Union Street | Pittsfield | MA | 01201 | None | PC | Charitable | $25,000 |
| Beth Israel Deaconess Medical Center | |||||||
| 330 Brookline Avenue | Boston | MA | 02215 | None | PC | Charitable | $55,000 |
| Boys & Girls Club of Greenwich | |||||||
| 4 Horseneck Lane | Greenwich | CT | 06830 | None | PC | Charitable | $22,000 |
| California Hospital Medical Center Foundation | |||||||
| 1401 S Grand Avenue | Los Angeles | CA | 90015 | None | PC | Charitable | $25,000 |
| Combined Jewish Philanthropies | |||||||
| Kraft Family Building 126 High Stre | Boston | MA | 02110 | None | PC | Charitable | $10,000 |
| CareMessage | |||||||
| 2443 Fillmore Street | San Francisco | CA | 94115 | None | PC | Charitable | $50,000 |
| Center for Collaborative Education | |||||||
| 33 Harrison Avenue | Boston | MA | 02111 | None | PC | Charitable | $185,000 |
| Crossroads Rhode Island | |||||||
| 58 East 68th Street | New York | NY | 10065 | None | PC | Charitable | $5,000 |
| Coalition for Green Capital | |||||||
| 1875 Connecticut Avenue NW | Washington | DC | 20009 | None | PC | Charitable | $100,000 |
| CORE Community Organized Relief Effort | |||||||
| 6464 Sunset Blvd | Los Angeles | CA | 90028 | None | PC | Charitable | $50,000 |
| Education Evolving | |||||||
| 332 Minnesota Street | St Paul | MN | 55101 | None | PC | Charitable | $115,000 |
| Epic Theatre Center Inc | |||||||
| 55 W 39th Street | New York | NY | 10018 | None | PC | Charitable | $57,000 |
| Family Centers Inc | |||||||
| 40 Arch Street | Greenwich | CT | 06830 | None | PC | Charitable | $10,000 |
| Feeding America | |||||||
| 161 North Clark Street | Chicago | IL | 60601 | None | PC | Charitable | $400,000 |
| Flamboyan Foundation | |||||||
| 1730 Massachusetts Avenue | Washington | DC | 20036 | None | PC | Charitable | $250,000 |
| Gordon School | |||||||
| 45 Maxfield Avenue | East Providence | RI | 02914 | None | PC | Charitable | $5,000 |
| Food Rescue | |||||||
| 1127 High Ridge Rd Suite 338 | Stamford | CT | 06905 | None | PC | Charitable | $200,000 |
| Harvey School | |||||||
| 260 Jay Street | Katonah | NY | 10536 | None | PC | Charitable | $6,000 |
| HMS MEDscience | |||||||
| 210 Longwood Avenue | Boston | MA | 02115 | None | PC | Charitable | $5,000 |
| Human Rights First | |||||||
| 75 Broad Street Fl 31 | New York | NY | 10004 | None | PC | Charitable | $15,000 |
| Hurricane Island Foundation | |||||||
| PO Box 1280 | Rockland | ME | 04841 | None | PC | Charitable | $10,000 |
| Institute for Nonprofit Practice | |||||||
| 144 Gould Street | Needham | MA | 02494 | None | PC | Charitable | $30,000 |
| Juntos Vieques | |||||||
| HC 2 Box 14717 | Vieques | PR | 00765 | None | PC | Charitable | $1,000 |
| IAC Boston | |||||||
| 1320 Centre Street | Newton | MA | 02459 | None | PC | Charitable | $10,000 |
| Inclusive Prosperity Capital | |||||||
| 845 Brook Street | Rocky Hill | CT | 06067 | None | PC | Charitable | $112,000 |
| Institute for Market Transformation | |||||||
| 1707 L Street NW | Washington | DC | 20036 | None | PC | Charitable | $125,000 |
| International Medical Corps | |||||||
| 12400 Wilshire Blvd Suite 1500 | Los Angeles | CA | 90025 | None | PC | Charitable | $50,000 |
| Johns Hopkins University | |||||||
| 3910 Keswick Road Suite N2100 | Baltimore | MD | 21211 | None | PC | Charitable | $150,000 |
| Kids in Crisis | |||||||
| One Salem St | Cos Cob | CT | 06807 | None | PC | Charitable | $6,500 |
| Lappin Foundation | |||||||
| 29 Congress St | Salem | MA | 01970 | None | PC | Charitable | $15,000 |
| Jewish Alliance of Greater Rhode Island | |||||||
| 401 Elmgrove Avenue | Providence | RI | 02906 | None | PC | Charitable | $5,000 |
| KnowledgeWorks Foundation | |||||||
| One West Fourth Street No 200 | Cincinnati | OH | 45202 | None | PC | Charitable | $240,000 |
| Lincoln School | |||||||
| 301 Butler Ave | Providence | RI | 02906 | None | PC | Charitable | $50,000 |
| Los Angeles Dodgers Foundation | |||||||
| 1000 Vin Scully Avenue | Los Angeles | CA | 90012 | None | PC | Charitable | $25,000 |
| Montefiore Medical Center - Development | |||||||
| 111 East 210th Street | Bronx | NY | 10467 | None | PC | Charitable | $50,000 |
| Natural Resources Defense Council (NRDC) | |||||||
| 40 West 20th Street Fl 11 | New York | NY | 10011 | None | PC | Charitable | $250,000 |
| NE Basecamp | |||||||
| 150 Main Street | Pawtucket | RI | 02860 | None | PC | Charitable | $100,000 |
| New York City Health and Hospitals | |||||||
| 125 Worth Street 5th Fl | New York | NY | 10013 | None | PC | Charitable | $50,000 |
| New York Hindu Milan Mandir | |||||||
| 10725 Lefferts Blvd | Jamaica | NY | 11419 | None | PC | Charitable | $4,500 |
| Next Generation Learning Challenges | |||||||
| PO Box 29907 | San Francisco | CA | 94129 | None | PC | Charitable | $250,000 |
| No Kid Hungry | |||||||
| 1030 15th Street NW Suite 1100 | Washington | DC | 20005 | None | PC | Charitable | $400,000 |
| Northwell Health Foundation | |||||||
| 2000 Marcus Avenue | New Hyde Park | NY | 11042 | None | PC | Charitable | $50,000 |
| Poetry Society of America | |||||||
| 15 Gramercy Park | New York | NY | 10003 | None | PC | Charitable | $15,000 |
| NYU Langone Health | |||||||
| One Park Avenue 3rd floor | New York | NY | 10016 | None | PC | Charitable | $2,000 |
| ONS Fdn for Clinical Research and Education Inc | |||||||
| 6 Greenwich Office Park 40 Valley | Greenwich | CT | 06831 | None | PC | Charitable | $6,000 |
| Princeton Family YMCA | |||||||
| 59 Paul Robeson Place | Princeton | NJ | 08534 | None | PC | Charitable | $1,000 |
| Rachel's Network Inc | |||||||
| 1200 18th Street NW | New York | NY | 20036 | None | PC | Charitable | $27,000 |
| President and Fellows of Harvard College OSP | |||||||
| Massachusetts Hall | Cambridge | MA | 02138 | None | PC | Charitable | $250,000 |
| Rhode Island Community Food Bank Assoc | |||||||
| 200 Niantic Avenue | Providence | RI | 02907 | None | PC | Charitable | $8,000 |
| Sarah Lawrence College | |||||||
| 1 Mead Way | Bronxville | NY | 10708 | None | PC | Charitable | $2,000 |
| Squash Haven | |||||||
| 70 Tower Parkway | New Haven | CT | 06511 | None | PC | Charitable | $10,000 |
| Save the Bay | |||||||
| 100 Save the Bay Drive | Providence | RI | 02905 | None | PC | Charitable | $5,000 |
| Rethink Food NYC | |||||||
| 75 Broad Street Suite 707 | New York | NY | 10004 | None | PC | Charitable | $35,000 |
| Riverside Park Conservancy | |||||||
| 475 Riverside Drive Suite 455 | New York | NY | 10115 | None | PC | Charitable | $40,000 |
| Rocky Mountain Institute | |||||||
| 22830 Two Rivers Road | Basalt | CO | 81621 | None | PC | Charitable | $238,000 |
| The Public Theater | |||||||
| 425 Lafayette St | New York | NY | 10003 | None | PC | Charitable | $20,000 |
| SmartPower | |||||||
| 4075 Wilson Blvd 8th Floor | Arlington | VA | 22203 | None | PC | Charitable | $125,000 |
| The Wharton School of the Univ of Pennsylvania | |||||||
| 3730 Walnut St | Philadelphia | PA | 19104 | None | PC | Charitable | $150,000 |
| Social Enterprise Greenhouse | |||||||
| 10 Davol Square Unit 100 | Providence | RI | 02903 | None | PC | Charitable | $5,000 |
| Solar United neighbors | |||||||
| 1350 Connecticut Ave Suite 412 | Washington | DC | 20036 | None | PC | Charitable | $150,000 |
| Stamford Health | |||||||
| One Hospital Plaza PO Box 9317 | Stamford | CT | 06904 | None | PC | Charitable | $15,000 |
| Stanford University | |||||||
| 450 Jane Stanford Way | Stanford | CA | 94305 | None | PC | Charitable | $200,000 |
| University of Washington | |||||||
| Box 359505 | Seattle | WA | 98195 | None | PC | Charitable | $30,000 |
| The 92nd Street YMYWHA | |||||||
| 1395 Lexington Ave | New York | NY | 10128 | None | PC | Charitable | $3,000 |
| Venture for America Inc | |||||||
| 40 West 29th Street | New York | NY | 10001 | None | PC | Charitable | $5,000 |
| Vieques Humane Society & Animal Rescue | |||||||
| PO Box 1399 | vieques | PR | 00765 | None | PC | Charitable | $20,000 |
| The Jewish Community Center in Manhattan | |||||||
| 334 Amsterdam Avenue at 76th Street | New York | NY | 10023 | None | PC | Charitable | $15,000 |
| YWCA Greenwich | |||||||
| 259 East Putnam Avenue | Greenwich | CT | 06830 | None | PC | Charitable | $5,000 |
| Endicott College | |||||||
| 376 Hale St | Beverly | MA | 01915 | None | PC | Charitable | $150,000 |
| Wallis Annenberg Center for the Performing Arts | |||||||
| 9390 N Santa Monica Blvd | Beverly Hills | CA | 90210 | None | PC | Charitable | $50,000 |
| Year Up | |||||||
| 40 Fountain Street | Providence | RI | 02903 | None | PC | Charitable | $40,000 |
| The Jewish Federation Council of Greater LA | |||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | None | PC | charitable | $25,000 |
| Tisch College of Civic Life at Tufts University | |||||||
| 10 Upper Campus Road | Medford | MA | 02155 | None | PC | charitable | $15,000 |
| Transcend Inc | |||||||
| 159 Lincoln Avenue | HastingsonHudson | NY | 10706 | None | PC | charitable | $250,000 |
| Trekkers Inc | |||||||
| 325 Old Country Road | Rockland | ME | 04841 | None | PC | charitable | $75,000 |
| Trustees of Boston College (City Connects) | |||||||
| 140 Commonwealth Avenue | Chestnut Hill | MA | 02467 | None | PC | charitable | $185,000 |
| Urban Sustainability Directors Network | |||||||
| 1624 Viola Circle | Port Washington | WI | 53074 | None | PC | charitable | $250,000 |
| USC Dornsife College of Letters Arts and Sciences | |||||||
| 3551 Trousdale Pkwy | Los Angeles | CA | 90089 | None | PC | charitable | $25,000 |
| Vieques Conservation and Historical Trust | |||||||
| 138 Calle Flamboyan | Vieques | PR | 00765 | None | PC | charitable | $1,000 |
| WMC New York Inc | |||||||
| 567 W 207th Street | New York | NY | 10034 | None | PC | charitable | $50,000 |
| World Resources Institute | |||||||
| 10 G Street NE Suite 800 | Washington | DC | 20002 | None | PC | charitable | $225,000 |
| Bridgeport Hospital | |||||||
| 267 Grant Street | Bridgeport | CT | 06610 | None | PC | Charitable | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,392,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,617,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,595,210 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,022,616 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,022,616 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $159,418,090 | BookValueAmt |
| EOYFMV | $159,418,090 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $71,036 | BOYBookValueAmt |
| EOY Book Value | $22,330 | EOYBookValueAmt |
| EOYFMV | $22,330 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $14,688 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,517 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,171 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other income | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $21,959,306 |
| CHANGE IN DEFERRED EXCISE TAX | -$36,012 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX | Desc |
| BOY Book Value | $882,699 | BOYBookValueAmt |
| EOY Book Value | $918,711 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $65,929 | $65,929 | |
| OTHER CONSULTANTS | $29,174 | $380 | $28,794 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $48,706 | ||
| FICA TAX | $15,342 | $767 | $14,575 |