HERE TO HERE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HERE TO HERE FOUNDATION INC (EIN 82-2557863)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202103129349101510
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T12:34:09-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131459550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAZARS USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100200002 | 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 | 822557863 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERE TO HERE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERE | BusinessNameControlTxt |
| Phone | 9294502049 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 452 E 149 STREET SUITE 200 | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10455 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABBY JO SIGAL | PersonNm |
| Person Title | SECRETARY, TREASURER | PersonTitleTxt |
| Phone | 9294502049 | PhoneNum |
| Signature | 2021-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ABBY | PersonFirstNm |
| Person Last | JO SIGAL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA OSOFSKY | PreparerPersonNm |
| PTIN | P00003470 | PTIN |
| Phone | 2128127000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $18,221,754 | 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 | $17,699,550 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,876 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,876 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,876 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,984,851 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,155,716 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $171,145 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $171,145 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $17,868,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,174,592 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $190,021 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,704,139 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $138,999 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $138,999 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,565,140 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $561,387 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $69,568 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $69,568 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $491,819 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,878 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,878 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $22,878 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $427,489 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,068 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $10,068 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $441,279 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $197,030 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,214 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $17,214 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $195,967 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $26,688 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $2,688 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $169,279 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,237,584 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $211,975 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $211,975 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,025,609 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,363,688 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $480,176 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $473,390 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,693,126 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,363,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $480,176 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $473,390 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,693,126 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,505,136 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,694,416 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,387,600 | CashBOYAmt |
| Cash EOY | $17,226,858 | CashEOYAmt |
| Cash EOYFMV | $17,226,858 | CashEOYFMVAmt |
| Pledges Rcvbl | $917,963 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $917,963 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $917,963 | PledgesRcvblEOYFMVAmt |
| Other Investments BOY | $2,085,224 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $81,767 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,647 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $60,587 | LandBOYAmt |
| Land EOY | $39,120 | LandEOYAmt |
| Land EOYFMV | $39,120 | LandEOYFMVAmt |
| Other Assets BOY | $954,799 | OtherAssetsBOYAmt |
| Other Assets EOY | $37,813 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $37,813 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,488,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,221,754 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,221,754 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $114,016 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $31,565 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $197,030 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $114,016 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $228,595 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,625,209 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,384,488 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $748,985 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $16,608,671 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,374,194 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,993,159 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,488,210 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,221,754 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,374,194 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,505,136 | ExcessRevenueOverExpensesAmt |
| Other Increases | $468,005 | OtherIncreasesAmt |
| Subtotal | $18,347,335 | SubtotalAmt |
| Other Decreases | $354,176 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,993,159 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| YUM BRANDS INC | D | 2020-12-29 | 2020-12-30 | $14,924,550 | $748,087 | $14,176,463 | $14,176,463 |
| JPM MANAGED INCOME FD | P | 2019-01-01 | 2020-04-06 | $2,060,301 | $2,081,048 | -$20,747 | -$20,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,155,716 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $190,352 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $190,352 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $190,352 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $200,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,648 | OverpaymentAmt |
| Applied To ES Tax | $9,648 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HERETOHERE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9294502049 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 452 E 149 STREET SUITE 200 | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH K DIMON | ||||||||
| 452 E 149 ST SUITE 200 | BRONX | NY | 10455 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ABBY JO SIGAL | ||||||||
| 452 E 149 ST SUITE 200 | BRONX | NY | 10455 | SECRETARY & TREASURER | 1.00 | $0 | $0 | $0 |
| JAMES DIMON | ||||||||
| 383 MADISON AVE FL 41 | NEW YORK | NY | 10179 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN SHIRE | ||||||||
| C/O 452 E 149 STREET SUITE 200 | BRONX | NY | 10455 | VICE PRESIDENT | 40.00 | $203,490 | $34,596 | $0 |
| LAZAR TRESCHAN | ||||||||
| C/O 452 E 149 STREET SUITE 200 | BRONX | NY | 10455 | VICE PRESIDENT | 40.00 | $183,000 | $34,376 | $0 |
| ABJA MIDHA | ||||||||
| C/O 452 E 149 STREET SUITE 200 | BRONX | NY | 10455 | VICE PRESIDENT | 40.00 | $183,000 | $8,139 | $0 |
| BARBARA CHANG | ||||||||
| C/O 452 E 149 STREET SUITE 200 | BRONX | NY | 10455 | EXECUTIVE VICE PRESI | 40.00 | $164,393 | $6,210 | $0 |
| JOISELLE CUNNINGHAM | ||||||||
| C/O 452 E 149 STREET SUITE 200 | BRONX | NY | 10455 | VICE PRESIDENT | 40.00 | $136,800 | $16,925 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 11 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KIWI PARTNERS INC | |||||
| 237 W 35TH STREET 1101 | NEW YORK | NY | 10001 | FINANCIAL MANAGEMENT SERVICES | $117,731 |
| CAREERWISE COLORADO | |||||
| 400 S COLORADO BLVD 700 | DENVER | CO | 80246 | CONSULTING | $98,163 |
| GROUP GORDON INC | |||||
| 747 THIRD AVENUE 32ND FL | NEW YORK | NY | 10017 | PUBLIC RELATIONS | $79,541 |
| RICHARD RIVERA CONSULTING | |||||
| 5425 VALLES AVENUE APT 4K | BRONX | NY | 10471 | CONSULTING | $62,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS DEDICATED TOWARD ENHANCING PATHS TO REWARDING CAREERS FOR YOUNG PEOPLE BY UNITING EMPLOYERS, EDUCATORS AND COMMUNITY-BASED ORGANIZATIONS IN THE BRONX AND NEW YORK CITY. | Description1Txt |
| Expenses1 | $4,575,853 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $606,460 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,317,862 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,924,322 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,924,322 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,865 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,880,457 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,023 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,693,126 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,693,126 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,693,126 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2018-09-12 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,693,126 | CurrentYearAmt |
| Year1 | $5,046,911 | Year1Amt |
| Year2 | $2,362,663 | Year2Amt |
| Year3 | $153,965 | Year3Amt |
| Total | $12,256,665 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,693,126 | CurrentYearAmt |
| Year1 | $5,046,911 | Year1Amt |
| Year2 | $2,362,663 | Year2Amt |
| Year3 | $153,965 | Year3Amt |
| Total | $12,256,665 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,221,754 | CurrentYearAmt |
| Year1 | $5,488,210 | Year1Amt |
| Year2 | $8,413,596 | Year2Amt |
| Year3 | $9,965,302 | Year3Amt |
| Total | $42,088,862 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,221,754 | CurrentYearAmt |
| Year1 | $5,488,210 | Year1Amt |
| Year2 | $8,413,596 | Year2Amt |
| Year3 | $9,965,302 | Year3Amt |
| Total | $42,088,862 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JUDITH K DIMON | ContributingManagerNm |
| Contributing Manager | JAMES DIMON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Related Or Exempt Function Incm | $171,145 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,876 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$20,747 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,871 | ExclusionAmt |
| Related Or Exempt Function Incm | $171,145 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $169,274 | 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 | 1A | LineNumberTxt |
| Relationship Statement | THE FOUNDATION IS DEDICATED TOWARD ENHANCING PATHS TO REWARDING CAREERS FOR YOUNG PEOPLE BY UNITING EMPLOYERS, EDUCATORS AND COMMUNITY-BASED ORGANIZATIONS IN THE BRONX AND NEW YORK CITY. | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BILL & MELINDA GATES FOUNDATION | |||||||
| 1 | PO BOX 23350 | SEATTLE | WA | 98102 | $1,500,000 | Yes (X) | |
| JUDITH DIMON | |||||||
| 2 | 452 E 149 ST SUITE 200 | BRONX | NY | 10455 | $14,924,550 | Yes (X) | Yes (X) |
| DREAMYARD PROJECT INC | |||||||
| 3 | 1085 WASHINGTON AVENUE FRONT 1 | BRONX | NY | 10456 | $407,750 | Yes (X) | |
| ROBIN HOOD | |||||||
| 4 | 826 BROADWAY 9TH FL | NEW YORK | NY | 10003 | $200,000 | Yes (X) | |
| SONY MUSIC GROUP | |||||||
| 5 | 25 MADISON AVE | NEW YORK | NY | 10010 | $100,000 | Yes (X) | |
| HECKSCHER FOUNDATION FOR CHILDREN | |||||||
| 6 | 123 EAST 70TH STREET | NEW YORK | NY | 10021 | $150,000 | Yes (X) | |
| JPMORGAN CHARITABLE GIVING FUNDNATIONAL PHILANTHROPIC TRUST | |||||||
| 7 | 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | $350,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 136,246 SHARES OF YUM BRANDS INC COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $14,924,550 | FairMarketValueAmt |
| Received | 2020-12-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $22,878 | Amt |
| Net Investment Income | $22,878 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,878 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| DONATED FURNITURE | 2017-10-01 | $40,000 | $18,000 | SL | 5.000000000000 | $8,000 | $0 | $8,000 |
| PURCHASED FURNITURE | 2017-12-07 | $3,457 | $1,382 | SL | 5.000000000000 | $691 | $0 | $691 |
| APPLE MAC LAPTOP | 2017-12-12 | $2,200 | $1,174 | SL | 3.000000000000 | $440 | $0 | $440 |
| COMPUTERS | 2018-01-01 | $3,763 | $2,007 | SL | 3.000000000000 | $753 | $0 | $753 |
| FURNITURE AND EQUIPMENT | 2018-01-01 | $1,344 | $538 | SL | 5.000000000000 | $269 | $0 | $269 |
| MACAIR COMPUTERS (19) | 2019-06-26 | $22,634 | $2,263 | SL | 5.000000000000 | $3,775 | $0 | $3,775 |
| HEIGHT ADJUSTABLE TABLE | 2019-03-06 | $15,064 | $2,511 | SL | 5.000000000000 | $3,013 | $0 | $3,013 |
| MACAIR COMPUTERS (4) | 2020-01-01 | $4,575 | SL | 5.000000000000 | $273 | $0 | $273 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| DONATED FURNITURE | $40,000 | $26,000 | $14,000 |
| PURCHASED FURNITURE | $3,457 | $2,073 | $1,384 |
| APPLE MAC LAPTOP | $2,200 | $1,614 | $586 |
| COMPUTERS | $3,763 | $2,760 | $1,003 |
| FURNITURE AND EQUIPMENT | $1,344 | $807 | $537 |
| MACAIR COMPUTERS (19) | $22,634 | $6,038 | $16,596 |
| HEIGHT ADJUSTABLE TABLE | $15,064 | $5,524 | $9,540 |
| MACAIR COMPUTERS (4) | $4,575 | $273 | $4,302 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $5,334 | $0 | $0 |
| PREPAID RENT | $49,351 | $12,813 | $12,813 |
| OTHER | $25,000 | $25,000 | $25,000 |
| CONTRIBUTIONS RECEIVABLE | $875,114 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AMENDMENT TO GRANT RECEIVABLE CREDIT SUISSE AMERICAS FOUNDATION | $350,000 |
| UNREALIZED (LOSS) GAIN | $4,176 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EVENT EXPENSES | $960,370 | $8,773 | $8,773 | $951,597 |
| OFFICE | $277,214 | $203,202 | $203,202 | $74,012 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Revenue And Expenses Per Books | $171,145 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $171,145 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| IN-KIND SERVICES | $434,833 |
| PRIOR PERIOD ADJUSTMENT FOR SALE OF STOCK | $33,172 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $197,030 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAM CONSULTANTS | $311,223 | $1,134 | $1,134 | $310,089 |
| PUBLIC RELATIONS | $79,541 | $7,954 | $7,954 | $71,587 |
| PROFESSIONAL FEES | $36,725 | $980 | $980 | $59,603 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH DIMON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 452 E 149 ST SUITE 200 | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10455 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROVISION FOR FEDERAL TAXES | CategoryTxt |
| Amt | $197,030 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |