BARRY AND MIMI STERNLICHT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BARRY AND MIMI STERNLICHT FOUNDATION (EIN 81-3797200)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-28
- IRS object ID
- 202102719349101450
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-28T09:50:38-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 813797200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Barry and Mimi Sternlicht Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % The Corporation Trust Compan | InCareOfNm |
| Business Name Control | BARR | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY STERNLICHT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3026587581 | PhoneNum |
| Signature | 2021-09-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARRY | PersonFirstNm |
| Person Last | STERNLICHT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $61,485,460 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $82,873 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $82,873 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $614,114 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $614,114 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $789,730 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,593,917 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,163,261 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $322 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,487,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,860,248 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $93,163 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $93,163 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $93,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,667,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,667,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,760,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,760,663 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,273,624 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,860,248 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,588,016 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,848,353 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,848,353 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,355,090 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,882,516 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,748,469 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,375,000 | CorporateBondsBOYAmt |
| Other Investments BOY | $5,248,826 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,562,439 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,888,638 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $48,566,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,293,308 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,485,460 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $48,566,932 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,293,308 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,566,932 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,293,308 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,566,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,293,308 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,566,932 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,273,624 | ExcessRevenueOverExpensesAmt |
| Subtotal | $47,293,308 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $47,293,308 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $16,693,917 | $15,795,911 | $898,006 | $898,006 | |||
| TILDEN PARK OFFSHORE INVESTMENT FUND LTD - CL A-1 | $1,900,000 | $634,745 | $1,265,255 | $1,265,255 | D | 2017-01-01 | 2020-01-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,163,261 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,757 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $39,757 | SubtotalAmt |
| Tax Based On Investment Income | $39,757 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,963 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $28,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $41,963 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $66 | EsPenaltyAmt |
| Overpayment | $2,140 | OverpaymentAmt |
| Applied To ES Tax | $2,140 | 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 | DE | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Corporation Trust Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026587581 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1209 Orange Street | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Barry Sternlicht | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Miriam Klein Sternlicht | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Floor | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $93,138 | CompensationAmt |
| 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 | $33,394,858 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,695,109 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,634,540 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,724,507 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,724,507 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $865,868 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,858,639 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,842,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,842,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,757 | TotalTaxAmt |
| Distributable Before Adj | $2,803,175 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,803,175 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,803,175 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,760,663 | 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 | $2,760,663 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,760,663 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,803,175 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,673,302 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $2,760,663 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,673,302 | AppliedToYear1Amt |
| Applied To Current Year | $87,361 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,715,814 | 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) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION AGAINST HUNGER USA | |||||||
| ONE WHITEHALL ST 2ND FL | NEW YORK | NY | 10004 | N/A | PC | Hunger & COVID-19: A Deadly Combination Fund | $25,000 |
| ACUMEN FUND INC | |||||||
| 40 WORTH ST STE 303 | NEW YORK | NY | 10013 | N/A | PC | Acumen America, supporting health, financial inclusion, and workforce development | $125,000 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | BARD PRISON INITIATIVE | $20,000 |
| BENEATH THE WAVES INC | |||||||
| 1650 HARVEST GREEN COURT | RESTON | VA | 20194 | N/A | PC | General & Unrestricted | $25,000 |
| BLUESPHERE FOUNDATION INC | |||||||
| 888 7TH AVE 30TH FL | NEW YORK | NY | 10106 | N/A | PC | SeaLegacy Fund | $2,500 |
| BOARD OF TRUSTEES OF THE GLIDE FOUNDATION | |||||||
| 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $2,650 |
| BREAKING GROUND HOUSING DEVELOPMENT FUND CORPORATI | |||||||
| 505 8TH AVE 5TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $25,000 |
| BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 28 W 44TH ST STE 609 | NEW YORK | NY | 10036 | N/A | PC | Charitable Event | $10,000 |
| BROWN UNIVERSITY | |||||||
| GIFT CASHIER BOX 1877 | PROVIDENCE | RI | 02912 | N/A | PC | To fund the construction of Brown University's Health and Wellness Facility | $1,460,000 |
| CAMELBACK VENTURES INC | |||||||
| 612 ANDREW HIGGINS BLVD 3RD FL | NEW ORLEANS | LA | 70130 | N/A | PC | General & Unrestricted | $2,500 |
| CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC | |||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 06606 | N/A | PC | Charitable Event | $10,000 |
| CENTER FOR ECONOMIC DEMOCRACY | |||||||
| 434 MASSACHUSETTS AVE STE 201 | BOSTON | MA | 02118 | N/A | PC | Boston Ujama Project | $500 |
| CHICAGO CARES INC | |||||||
| 641 W LAKE ST STE 200 | CHICAGO | IL | 60661 | N/A | PC | Chicago Cares' annual year-end fund | $30,000 |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | |||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | N/A | PC | Annual Fund | $1,000 |
| COMMON FUTURE | |||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $2,500 |
| CRIMINAL JUSTICE REFORM FOUNDATION | |||||||
| 1111 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | N/A | PC | General & Unrestricted | $100,000 |
| CROHNS & COLITIS FOUNDATION INC | |||||||
| 733 3RD AVE STE 510 | NEW YORK | NY | 10017 | N/A | PC | Charitable Event | $10,000 |
| EDUCATORS FOR EXCELLENCE | |||||||
| 80 PINE ST 28TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $25,000 |
| ENTERPRISE COMMUNITY PARTNERS INC | |||||||
| 11000 BROKEN LAND PKWY STE 700 | COLUMBIA | MD | 21044 | N/A | PC | General & Unrestricted | $2,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $35,000 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST STE 700 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $50,000 |
| GIVING BACK FUND INC | |||||||
| 5757 W CENTURY BLVD STE 410 | LOS ANGELES | CA | 90045 | N/A | PC | The Peace Department project | $20,000 |
| GIVING BACK FUND INC | |||||||
| 5757 W CENTURY BLVD STE 410 | LOS ANGELES | CA | 90045 | N/A | PC | project NEXUS | $2,500 |
| GLOBAL POVERTY PROJECT INC | |||||||
| 594 BROADWAY STE 207 | NEW YORK | NY | 10012 | N/A | PC | To support Global Citizen's general operations, work projects and initiatives | $5,000 |
| GREENWICH HOSPITAL | |||||||
| 5 PERRYRIDGE RD | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $10,000 |
| HARTFORD FOUNDATION FOR PUBLIC GIVING | |||||||
| 10 COLUMBUS BLVD 8TH FL | HARTFORD | CT | 06106 | N/A | PC | 4-CT Statewide COVID-19 Relief Fund | $150,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 80 BROWN ST | PROVIDENCE | RI | 02906 | N/A | PC | General & Unrestricted | $5,000 |
| HUMANE EQUINE AID & RAPID TRANSPORT INC | |||||||
| 179 ACORN HILL DR | MADISON | VA | 22727 | N/A | PC | General & Unrestricted | $5,000 |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH ST RM 701 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $35,000 |
| ISRAAID US INC | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | N/A | PC | General & Unrestricted | $25,000 |
| JDRF INTERNATIONAL | |||||||
| 200 VESEY ST 28TH FL | NEW YORK | NY | 10281 | N/A | PC | General & Unrestricted | $25,000 |
| MARSHALL PROJECT INC | |||||||
| 156 W 56TH ST STE 701 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $15,000 |
| NEIGHBORHOOD LEGAL SUPPORT OF KANSAS CITY | |||||||
| 1318 CLEVELAND AVE | KANSAS CITY | MO | 64127 | N/A | PC | TRUST NEIGHBORHOODS project | $1,500 |
| NEW FLORIDA MAJORITY EDUCATION FUND INC | |||||||
| 10800 BISCAYNE BLVD STE 1050 | MIAMI | FL | 33161 | N/A | PC | For voter education/voter registration program to support the Haitian community | $20,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | RADIOLAB PODCASTS PROGRAM | $3,000 |
| NEW YORK STEM CELL FOUNDATION INC | |||||||
| 619 W 54TH ST 3RD FL | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $20,000 |
| NHP FOUNDATION | |||||||
| 122 E 42ND ST 4900 | NEW YORK | NY | 10168 | N/A | PC | Charitable Event | $10,000 |
| OCEANIC GLOBAL FOUNDATION | |||||||
| 160 W 16TH ST APT 5L | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $25,000 |
| PA ALLIANCE FOUNDATION | |||||||
| 121 S BROAD ST STE 400 | PHILADELPHIA | PA | 19107 | N/A | PC | The Voter Project | $5,000 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $25,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PC | The Barry and Mimi Sternlicht Diabetes Research Fund AT THE HARVARD STEM CELL INSTITUTE (HSCI) | $100,000 |
| PRO PUBLICA INC | |||||||
| 155 AVE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $2,750 |
| PRX INCORPORATED | |||||||
| PO BOX 382234 | CAMBRIDGE | MA | 02238 | N/A | PC | Radiotopia podcasts program | $1,000 |
| RESOLUTION PROJECT INC | |||||||
| 420 LEXINGTON AVE RM 1626 27 | NEW YORK | NY | 10170 | N/A | PC | General & Unrestricted | $100 |
| RETHINK FOOD NYC INC | |||||||
| 63 FLUSHING AVE BLDG 58 STE 1 | BROOKLYN | NY | 11205 | N/A | PC | General & Unrestricted | $25,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FL | NEW YORK | NY | 10003 | N/A | PC | COVID-19 Relief Fund | $5,000 |
| ROOTS OF PEACE | |||||||
| 4000 CIVIC CENTER DR STE 330 | SAN RAFAEL | CA | 94903 | N/A | PC | General & Unrestricted | $2,500 |
| SOCIAL FINANCE INC | |||||||
| 10 MILK ST | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $2,000 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | N/A | PC | General & Unrestricted | $5,000 |
| TEACH FOR AMERICA - CONNECTICUT | |||||||
| 370 JAMES ST STE 404 | NEW HAVEN | CT | 06513 | N/A | PC | TFA-CT's educational programs and increased demands during the COVID-19 crisis | $10,000 |
| THE DOOR - A CENTER OF ALTERNATIVES INC | |||||||
| 121 AVE OF THE AMERICAS STE 506 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $25,000 |
| THORN | |||||||
| 1240 ROSECRANS AVE STE 120 | MANHATTAN BCH | CA | 90266 | N/A | PC | General & Unrestricted | $56,000 |
| TIPPING POINT COMMUNITY | |||||||
| 220 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | N/A | PC | COVID-19 Emergency Response Fund | $50,000 |
| VERA INSTITUTE OF JUSTICE INC | |||||||
| 34 35TH ST NO 4-2A | BROOKLYN | NY | 11232 | N/A | PC | General & Unrestricted | $10,000 |
| WILDAID INC | |||||||
| 333 PINE ST STE 300 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,667,500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,873 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $614,114 | 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 | $789,730 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $322 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,487,039 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,487,039 | 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 Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL C | $8,245,598 | $7,883,460 |
| DU PONT DE NEMOURS | $2,561,980 | $3,128,840 |
| EQUINIX, INC | $4,835,346 | $9,542,160 |
| GENERAL MOTORS | $3,011,358 | $2,914,800 |
| INVITATION HOMES INC. | $820,822 | $1,280,337 |
| JP MORGAN CHASE | $3,870,673 | $4,977,967 |
| LOWES COMPANIES INC | $2,679,119 | $6,048,177 |
| MICRON TECHNOLOGY | $825,835 | $3,684,647 |
| QUALCOMM INC | $526,257 | $1,220,243 |
| T-MOBILE US INC | $2,505,528 | $3,067,838 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EVENBERG PENN FOSTER HOLDINGS, | $2,942,146 | $2,940,000 |
| TILDEN PARK OFFSHORE INVESTMEN | $3,620,293 | $3,948,638 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $93,138 | $93,138 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $322 | RevenueAndExpensesPerBooksAmt |