BERNARD AND ANNE SPITZER CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD AND ANNE SPITZER CHARITABLE TR (EIN 13-7298842)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202113149349100011
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T05:21:39-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132609367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEON D ALPERN & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CROSSWAYS PK DR WEST 401 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 | 137298842 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD AND ANNE SPITZER | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 2127575462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MADISON AVE 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIOT L SPITZER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIOT L | PersonFirstNm |
| Person Last | SPITZER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Terris | PreparerPersonNm |
| PTIN | P00045201 | PTIN |
| Phone | 5168772770 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $674,379,150 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,209,261 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,209,261 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,793,966 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,793,966 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $11,130,656 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $10,203,888 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$165,056 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$346,425 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $371,573 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$221,772 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$569,264 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,565,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,637,851 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $872,360 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $872,360 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $465,064 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $465,064 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $115,471 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $115,471 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $215,919 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $215,919 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $88,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $88,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $27,200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $128,355 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $4,383,926 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,136,887 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,228,171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,911,786 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $316,385 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,524,466 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,352,592 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,796,480 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,366,409 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,366,409 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,890,875 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,352,592 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,162,889 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,325,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,285,259 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,188,758 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,670,777 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,670,777 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,099,951 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $802,748 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $802,748 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $523,141,387 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $495,987,915 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $614,662,955 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $54,766,323 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,766,504 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $44,980,793 | LandBOYAmt |
| Land EOY | $42,999,819 | LandEOYAmt |
| Land EOYFMV | $54,766,323 | LandEOYFMVAmt |
| Other Assets BOY | $770,083 | OtherAssetsBOYAmt |
| Other Assets EOY | $476,347 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $476,347 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $584,180,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $543,937,606 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $674,379,150 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable EOY | $5,000,000 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,553,775 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,446,282 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,553,775 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,446,282 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $582,627,197 | RetainedEarningBOYAmt |
| Retained Earning EOY | $537,491,324 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $582,627,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $537,491,324 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $584,180,972 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $543,937,606 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $582,627,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,325,189 | ExcessRevenueOverExpensesAmt |
| Other Increases | $598,398 | OtherIncreasesAmt |
| Subtotal | $544,900,406 | SubtotalAmt |
| Other Decreases | $7,409,082 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $537,491,324 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| K-1 PASSTHRU NET S/T GAIN (GEMS) | P | 2020-12-31 | $35,989 | $35,989 | $35,989 | |
| K-1 PASSTHRU NET S/T LOSS (MTNLKPTRS) | P | 2020-12-31 | -$598,880 | -$598,880 | $598,880 | |
| K-1 PASSTHRU NET L/T GAIN (GEMS) | P | 2020-12-31 | $4,258 | $4,258 | $4,258 | |
| K-1 PASSTHRU NET L/T GAIN (MTNLKRE) | P | 2020-12-31 | $50 | -$50 | -$50 | |
| K-1 PASSTHRU SECTION 1231 GAIN | P | 2020-12-31 | $47,105 | $47,105 | $47,105 | |
| K-1 PASSTHRU L/T C/G DISTRIBUTION | P | 2020-12-31 | $8,203 | $8,203 | $8,203 | |
| SALE OF RIGHTS | P | 2020-12-31 | $119,118 | $119,118 | ||
| K-1 PASSTHRU NET L/T GAIN (MTN LK PTRS) | P | 2020-12-31 | $149,996 | $149,996 | $149,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$353,379 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$353,379 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73,465 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $73,465 | SubtotalAmt |
| Tax Based On Investment Income | $73,465 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $542,167 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $542,167 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $468,702 | OverpaymentAmt |
| Applied To ES Tax | $468,702 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | (NYS ATTORNEY GENERAL) WWW.CHARITIESNYS.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127575462 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MADISON AVE 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100223300 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | OC | ForeignCountryCd |
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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| EMILY SPITZER | |||||||
| 555 MADISON AVE 18TH FL | NEW YORK | NY | 100223300 | Trustee | 1.00 | $0 | |
| ANNE SPITZER | |||||||
| 555 MADISON AVE 18TH FL | NEW YORK | NY | 100223300 | Trustee | 1.00 | $0 | |
| DANIEL EVAN SPITZER | |||||||
| 555 MADISON AVE 18TH FL | NEW YORK | NY | 100223300 | Trustee | 1.00 | $0 | |
| ELIOT L SPITZER | |||||||
| 555 MADISON AVE 18TH FL | NEW YORK | NY | 100223300 | Trustee | 1.00 | $0 | |
| SARA C KAY | |||||||
| 555 MADISON AVE 18TH FL | NEW YORK | NY | 100223300 | CEO | 35.00 | $636,058 | $29,367 |
| DANA C YOU | |||||||
| 555 MADISON AVE 18TH FL | NEW YORK | NY | 100223300 | COO | 35.00 | $187,977 | $18,958 |
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 |
|---|---|---|---|---|---|---|---|
| GABRIA L FISCHER-SHAY | |||||||
| 555 MADISON AVENUE 18TH FLOOR | NEW YORK | NY | 100223300 | EE | 35.00 | $79,514 | $8,026 |
| JANE A FLAGEL | |||||||
| 555 MADISON AVENUE 18TH FLOOR | NEW YORK | NY | 100223300 | EE | 35.00 | $25,456 | |
| SARAH E FRENCH | |||||||
| 555 MADISON AVENUE 18TH FLOOR | NEW YORK | NY | 100223300 | EE | 35.00 | $108,637 | $10,905 |
| JEAN M ROSS | |||||||
| 555 MADISON AVENUE 18TH FLOOR | NEW YORK | NY | 100223300 | EE | 35.00 | $182,207 | $18,346 |
| BRIAN MUKHAYA | |||||||
| 555 MADISON AVENUE 18TH FLOOR | NEW YORK | NY | 100223300 | EE | 35.00 | $69,250 | $6,625 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MINTZ LEVIN COHN FERRIS GLOVSKY & POPEO PC | |||||
| 666 THIRD AVENUE | NEW YORK | NY | 10017 | LEGAL | $192,360 |
| FREEDMAN CONSULTING LLC | |||||
| 1818 N STREET NW SUITE 450 | WASHINGTON | DC | 20036 | CONSULTING | $10,000 |
| LAWYERS ALLIANCE FOR NEW YORK | |||||
| 171 MADISON AVENUE 9TH FL | NEW YORK | NY | 10016 | LEGAL | $9,000 |
| PATTERSON BELKNAP WEBB & TYLER LLP | |||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | LEGAL | $2,634 |
| LEON D ALPERN & CO | |||||
| 100 CROSSWAYS PK DR WEST 401 | WOODBURY | NY | 11797 | ACCOUNTING | $88,000 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $508,942,109 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,929,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $145,903,835 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $663,775,713 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $10,200,000 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $653,575,713 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,803,636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $643,772,077 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,188,604 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,188,604 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,465 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73,465 | TotalTaxAmt |
| Distributable Before Adj | $32,115,139 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,115,139 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,115,139 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,162,889 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $44,162,889 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $44,162,889 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,115,139 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,440,407 | UndistributedIncomePYAmt |
| Qualifying Distributions | $44,162,889 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,440,407 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,722,482 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,392,657 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANNE SPITZER | ContributingManagerNm |
| Shareholder Manager | ANNE SPITZER | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FUND MANAGERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MADISON AVE 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100223300 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127575462 | RecipientPhoneNum |
| Form And Info And Materials | DESCRIPTION OF CHARITABLE ORGANIZATION AND PURPOSE UNDER IRC SECTIONS 170(C), 2522(A) AND 2055(A). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE TRUST MAKES CONTRIBUTIONS TO CORPORATIONS, ORGANIZATIONS, FOUNDATIONS, INSTITUTIONS OR FUNDS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, WHICH ARE THEMSELVES QUALIFYING EXEMPT ORGANIZATIONS, PURSUANT TO ARTICLE 4(A) OF ITS CERTIFICATE OF INCORPORATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (163 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EQUAL JUSTICE WORKS | ||||||||||||
| 1730 M ST NW | WASHINGTON | DC | 20036 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| THE METROPOLITAN MUSEUM OF ART | ||||||||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | EXEMPT | REAL ESTATE COUNCIL FUND - $10,000GENERAL PURPOSE - $10,000 | $20,000 | |||||
| MUSEUM OF JEWISH HERITAGE | ||||||||||||
| EJ SAFRA PLZ 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | EXEMPT | FOR THE AUSCHWITZ EXHIBITION | $250,000 | |||||
| PUBLIC CITIZEN FOUNDATION | ||||||||||||
| 1600 20TH STREET NW | WASHINGTON | DC | 20009 | NONE | EXEMPT | GOVERNMENT ACCOUNTABILITY AND REFORM | $500,000 | |||||
| THE CITY COLLEGE 21ST CENTURY FOUND | ||||||||||||
| 160 CONVENT AVENUE | NEW YORK | NY | 10031 | NONE | EXEMPT | ANNE AND BERNARD SPITZER SCHOOL OF ARCHITECTURE | $2,000,000 | |||||
| SCENIC HUDSON | ||||||||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 | |||||
| GRAND STREET SETTLEMENT | ||||||||||||
| 80 PITT ST ATTN DEVELOPMENT DEPT | NEW YORK | NY | 10002 | NONE | EXEMPT | SECOND CENTURY CAPITAL CAMPAIGN | $200,000 | |||||
| THE PUBLIC THEATER | ||||||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | EXEMPT | TO SUPPORT FREE PROGRAMMING | $100,000 | |||||
| PASSTHRU CONTRIBUTIONS FROM K-1 | ||||||||||||
| 730 FIFTH AVE 2202 | NEW YORK | NY | 10019 | NONE | EXEMPT | GENERAL PURPOSE | $28,609 | |||||
| CAMP GOOD GRIEF OF STATEN ISLAND | ||||||||||||
| 1855 VICTORY BLVD | STATEN ISLAND | NY | 10314 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 | |||||
| CENTRAL PARK CONSERVANCY | ||||||||||||
| 14 EAST 60TH ST | NEW YORK | NY | 10022 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| US-AFRICA CHILDREN'S FELLOWSHIP | ||||||||||||
| 475 14TH STREET | BROOKLYN | NY | 11215 | NONE | EXEMPT | GENERAL PURPOSE | $15,000 | |||||
| UNITED HOSPITAL FUND | ||||||||||||
| 1411 BROADWAY | NEW YORK | NY | 10118 | NONE | EXEMPT | GENERAL PURPOSE | $2,500 | |||||
| UNION SETTLEMENT ASSOCIATION | ||||||||||||
| 237 EAST 104TH ST | NEW YORK | NY | 10029 | NONE | EXEMPT | GENERAL PURPOSE | $100,000 | |||||
| YESHIVA KTANA OF PASSAIC | ||||||||||||
| 1 MAIN AVENUE | PASSAIC | NJ | 07055 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 | |||||
| ALLIANCE FOR JUSTICE | ||||||||||||
| 11 DUPONT CIRCLE NW 2ND FLOOR | WASHINGTON | DC | 20036 | NONE | EXEMPT | JUSTICE PROGRAM | $150,000 | |||||
| ANOTHER STEP | ||||||||||||
| 706 EXECUTIVE BLVD | VALLEY COTTAGE | NY | 10989 | NONE | EXEMPT | GENERAL PURPOSE | $50,000 | |||||
| REPRIEVE US | ||||||||||||
| PO BOX 792325 | NEW ORLEANS | LA | 70179 | NONE | EXEMPT | GENERAL PURPOSE | $250,000 | |||||
| BREAD FOR THE CITY | ||||||||||||
| 1525 SEVENTH STREET NW | WASHINGTON | DC | 20001 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 | |||||
| DOCTORS WITHOUT BORDERS USA | ||||||||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| EARTHJUSTICE | ||||||||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | EXEMPT | FARMING FOR THE FUTURE | $600,000 | |||||
| EARTHWATCH INSTITUTE | ||||||||||||
| 1380 SOLDIERS FIELD RD STE 2700 | BOSTON | MA | 02135 | NONE | EXEMPT | EMERGENCY EARTHWATCH FUND | $10,000 | |||||
| FOOD BANK OF THE HUDSON VALLEY | ||||||||||||
| 965 ALBANY-SHAKER ROAD | LATHAM | NY | 12110 | NONE | EXEMPT | GENERAL PURPOSE | $20,000 | |||||
| JAWONIO FOUNDATION | ||||||||||||
| 260 NORTH LITTLE TOR RD | NEW CITY | NY | 10956 | NONE | EXEMPT | GENERAL PURPOSE | $3,600 | |||||
| JCC ROCKLAND | ||||||||||||
| 450 W NYACK RD | WEST NYACK | NY | 10994 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 | |||||
| MEALS ON WHEELS ROCKLAND | ||||||||||||
| 121 W NYACK RD | NANUET | NY | 10954 | NONE | EXEMPT | GENERAL PURPOSE | $20,000 | |||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | NONE | EXEMPT | FOR THE NYC - SOUTHERN NEW YORK CHAPTER | $10,000 | |||||
| NYC POLICE FOUNDATION | ||||||||||||
| 555 5TH AVE | NEW YORK | NY | 10017 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 | |||||
| THE AMERICAN FDN FOR SUICIDE PREVEN | ||||||||||||
| 199 WATER STREET 11TH FLOOR | NEWYORK | NY | 10038 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| UNITED HOSPICE INC | ||||||||||||
| 11 STOKUM LN | NEW CITY | NY | 10956 | NONE | EXEMPT | GENERAL PURPOSE | $15,000 | |||||
| VIOLENCE POLICY CENTER | ||||||||||||
| 1025 CONNECTICUT AVE NE | WASHINGTON | DC | 20036 | NONE | EXEMPT | GENERAL PURPOSE | $20,000 | |||||
| VOLUNTEERS OF LEGAL SERVICE | ||||||||||||
| 40 WORTH ST 820 | NEW YORK | NY | 10013 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 | |||||
| WASHINGTON LEGAL CLINIC FOR THE HOM | ||||||||||||
| 1200 U ST NW 3 | WASHINGTON | DC | 20009 | NONE | EXEMPT | GENERAL PURPOSE | $400,000 | |||||
| WORLD WILDLIFE FUND | ||||||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 | |||||
| VARIOUS ORGANIZATIONS | ||||||||||||
| 100 CROSSWAYS PARK WEST | WOODBURY | NY | 11797 | NONE | EXEMPT | VARIOUS PURPOSES | $18,700 | |||||
| AIDS WALK RUN BOSTON | ||||||||||||
| 175 AMORY STREET | BOSTON | MA | 02119 | NONE | EXEMPT | GENERAL PURPOSE | $15,000 | |||||
| BROOKLYN GREENWAY INITIATIVE | ||||||||||||
| 153 COLUMBIA ST | BROOKLYN | NY | 11231 | NONE | EXEMPT | BROOKLYN GREENWAY USER STUDY | $5,000 | |||||
| CHAI LIFELINE | ||||||||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | EXEMPT | GENERAL PURPOSE | $36,000 | |||||
| DC CENTRAL KITCHEN | ||||||||||||
| 425 2ND STREET NW | WASHINGTON | DC | 20001 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| IMMIGRANT JUSTICE CORPS | ||||||||||||
| 17 BATTERY PLACE SUITE 236 | NEW YORK | NY | 10004 | NONE | EXEMPT | GENERAL PURPOSE | $500,000 | |||||
| INTERNATIONAL RESCUE COMMITTEE | ||||||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | EXEMPT | GENERAL PURPOSE | $26,000 | |||||
| MARTHA'S TABLE | ||||||||||||
| 2375 EVANS RD SE | WASHINGTON | DC | 20020 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 | |||||
| MIDDLEBURY COLLEGE | ||||||||||||
| OLD CHAPEL | MIDDLEBURY | VT | 05753 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| OCEAN CONSERVANCY | ||||||||||||
| 1300 13TH STREET NW 8TH FL | WASHINGTON | DC | 20036 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| PROTEUS FUND | ||||||||||||
| 15 RESEARCH DRIVE SUITE B | AMHERST | MA | 01002 | NONE | EXEMPT | PIPER FUND | $400,000 | |||||
| REEF ENVIROMENTAL EDUCATION FOUNDAT | ||||||||||||
| PO BOX 370246 | KEY LARGO | FL | 33037 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 | |||||
| RHINO CONSERVATION BOTSWANA TRUST U | ||||||||||||
| 6753 HIWASSEE RUN | AIKEN | SC | 29803 | NONE | EXEMPT | GENERAL PURPOSE | $50,000 | |||||
| THE MICHAEL J FOX FDN FOR PARKINSON | ||||||||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | GENERAL PURPOSE | $200,000 | |||||
| THE OCEAN FOUNDATION | ||||||||||||
| 1320 19TH STREET NW 5TH FL | WASHINGTON | DC | 20036 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 | |||||
| THE REFORM TEMPLE OF ROCKLAND | ||||||||||||
| 330 N HIGHLAND AVENUE | UPPER NYACK | NY | 10960 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| THE REGENT OF THE UNIV OF CALIFORNI | ||||||||||||
| 9500 GILMAN DR | LA JOLLA | CA | 92093 | NONE | EXEMPT | SPINAL CORD INJURY RESEARCH PROGRAM | $233,000 | |||||
| WARRIOR-SCHOLAR PROJECT | ||||||||||||
| 1012 14TH STREET NW | WASHINGTON | DC | 20005 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 | |||||
| WASH LAWY CMTE FOR CIVIL RTS URB AF | ||||||||||||
| 11 DUPONT CIRCLE | WASHINGTON | DC | 20036 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 | |||||
| THE AMERICAN CONSTITUTION SOCIETY | ||||||||||||
| 1899 L STREET NW 2ND FLOOR | WASHINGTON | DC | 20036 | NONE | EXEMPT | GENERAL PURPOSE | $500,000 | |||||
| AMERICAN INSTITUTE FOR STUTTERING | ||||||||||||
| 27 WEST 20TH STREET SUITE 1203 | NEW YORK | NY | 10011 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 | |||||
| BIPARTISAN POLICY CENTER | ||||||||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | EXEMPT | DECARBONIZATION, CLEAN INFRASTRUCTURE AND ENVIRONMENTAL EQUITY PROJECT - $625,000.00MODELING PROJECT - $250,000.00 | $875,000 | |||||
| CENTER ON BUDGET AND POLICY PRIORIT | ||||||||||||
| 1275 FIRST ST NE | WASHINGTON | DC | 20002 | NONE | EXEMPT | GENERAL PURPOSE AND STATE PRIORITIES PARTNERSHIP | $1,500,000 | |||||
| CENTER FOR CLIMATE AND ENERGY SOLUT | ||||||||||||
| 3100 CLARENDON BLVD | ARLINGTON | VA | 22201 | NONE | EXEMPT | CLIMATE INNOVATION 2050 | $500,000 | |||||
| CITIZENS FOR RESPONS AND ETHICS IN | ||||||||||||
| 1101 K STREET NW | WASHINGTON | DC | 20005 | NONE | EXEMPT | GENERAL PURPOSE | $500,000 | |||||
| CLEAN AIR TASK FORCE | ||||||||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | NONE | EXEMPT | STATE CES WORK AND GENERAL PURPOSE | $1,000,000 | |||||
| COMMUNITY CATALYST | ||||||||||||
| ONE FEDERAL STREET 5TH FLOOR | BOSTON | MA | 02110 | NONE | EXEMPT | COVERAGE SAFETY NET PROJECT | $800,000 | |||||
| CONSERVATION INTERNATIONAL | ||||||||||||
| 2011 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | NONE | EXEMPT | RESCUE (RETETI ELEPHANT SANCTUARY COMMUNITY UNITED FOR ELEPHANTS) | $10,000 | |||||
| CONSTITUTIONAL ACCOUNTABILITY CENTE | ||||||||||||
| 1200 18TH STREET NW SUITE 501 | WASHINGTON | DC | 20036 | NONE | EXEMPT | GENERAL PURPOSE | $800,000 | |||||
| DENNIS P MCHUGH PIERMONT PUBLIC LIB | ||||||||||||
| 25 FLYWHEEL PARK WEST | PIERMONT | NY | 10968 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| ENERGY INNOVATION REFORM PROJECT | ||||||||||||
| 2433 N KENMORE ST | ARLINGTON | VA | 22207 | NONE | EXEMPT | GENERAL PURPOSE | $500,000 | |||||
| ENERGY OPTIONS NETWORK | ||||||||||||
| 120 LAKE VIEW AVE | CAMBRIDGE | MA | 02138 | NONE | EXEMPT | GENERAL PURPOSE | $500,000 | |||||
| GREAT PLAINS INST FOR SUSTAINABLE D | ||||||||||||
| 2801 21ST AVE S SUITE 220 | MINNEAPOLIS | MN | 55407 | NONE | EXEMPT | GENERAL PURPOSE | $600,000 | |||||
| HUMANE RESCUE ALLIANCE | ||||||||||||
| 71 OGLETHORPE ST NW | WASHINGTON | DC | 20011 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 | |||||
| INFORMATION TECH AND INNOVATION FDN | ||||||||||||
| 700 K STREET NW | WASHINGTON | DC | 20001 | NONE | EXEMPT | CLEAN ENERGY INNOVATION POLICY PROJECT | $450,000 | |||||
| INTERIM HOUSE INC | ||||||||||||
| 333 WEST UPSAL STREET | PHILADELPHIA | PA | 19119 | NONE | EXEMPT | GENERAL PURPOSE | $2,000 | |||||
| KEEP ROCKLAND BEAUTIFUL | ||||||||||||
| 120-126 NORTH MAIN STREET | NEW CITY | NY | 10956 | NONE | EXEMPT | GENERAL PURPOSE | $2,500 | |||||
| LEGAL AID SOCIETY OF DC | ||||||||||||
| 1331 H STREET NW | WASHINGTON | DC | 20005 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 | |||||
| MAZON A JEWISH RESPONSE TO HUNGER | ||||||||||||
| 10850 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90024 | NONE | EXEMPT | GENERAL PURPOSE | $20,000 | |||||
| NATIONAL IMMIGRATION LAW CENTER | ||||||||||||
| 3435 WILSHIRE BLVD STE 1600 | LOS ANGELES | CA | 90010 | NONE | EXEMPT | GENERAL PURPOSE | $601,000 | |||||
| NATIONAL SECURITY ARCHIVE FUND | ||||||||||||
| 2130 H STREET NW | WASHINGTON | DC | 20037 | NONE | EXEMPT | GENERAL PURPOSE | $300,000 | |||||
| NEO PHILANTHROPY | ||||||||||||
| 45 W 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT | FOUR FREEDOMS FUND - $625,000STATE INFRASTRUCTURE FUND VOTER VERIFICATION PROCESS - $350,000STATE INFRASTRUCTURE FUND - $1,500,000 | $2,475,000 | |||||
| NEW YORK UNIVERSITY | ||||||||||||
| 22 WASHINGTON SQUARE NORTH | NEW YORK | NY | 10011 | NONE | EXEMPT | CENTER ON TAX LAW AND POLICY | $300,000 | |||||
| NEXT FOR AUTISM | ||||||||||||
| 3 EAST 54TH ST 5TH FLOOR | NEW YORK | NY | 10022 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 | |||||
| NORTH BROOKLYN ANGELS | ||||||||||||
| 42 WEST ST 202 | BROOKLYN | NY | 11222 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 | |||||
| NYACK HOSPITAL FOUNDATION | ||||||||||||
| 160 N MIDLAND AVE | NYACK | NY | 10960 | NONE | EXEMPT | GENERAL PURPOSE | $20,000 | |||||
| PENGUIN PLAYERS LTD | ||||||||||||
| 7 CRICKETOWN RD | STONY POINT | NY | 10980 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| PROJECT ON GOVERNMENT OVERSIGHT | ||||||||||||
| 1100 G STREET NW SUITE 500 | H | NY | 10023 | NONE | EXEMPT | GENERAL PURPOSE | $600,000 | |||||
| RESOURCES LEGACY FUND | ||||||||||||
| 555 CAPITOL MALL SUITE 1095 | SACRAMENTO | CA | 95814 | NONE | EXEMPT | LITIGATION CLEARINGHOUSE | $250,000 | |||||
| THE BREAKTHROUGH INSTITUTE | ||||||||||||
| 436 14TH STREET SUITE 820 | OAKLAND | CA | 94612 | NONE | EXEMPT | FOOD & FARMING PROGRAM - $400,000GENERAL PURPOSE - $500,000 | $900,000 | |||||
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | EXEMPT | US PROGRAM | $450,000 | |||||
| THE LEADERSHIP CONFERENCE EDUCATION | ||||||||||||
| 1620 L STREET NW SUITE 1100 | WASHINGTON | DC | 20036 | NONE | EXEMPT | GENERAL PURPOSE | $800,000 | |||||
| THE LUNCHBOX FUND | ||||||||||||
| PO BOX 10 | NEW YORK | NY | 10276 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| PROTECT DEMOCRACY PROJECT | ||||||||||||
| 2020 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | NONE | EXEMPT | GENERAL PURPOSE | $500,000 | |||||
| THE RICHARDSON CTR FOR GLOBAL ENGAG | ||||||||||||
| 216 WASHINGTON AVE SUITES 1 2 | SANTA FE | NM | 87501 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 | |||||
| THICH NHAT HANH FOUNDATION | ||||||||||||
| 2499 MELRU LANE | ESCONDIDO | CA | 92026 | NONE | EXEMPT | GENERAL PURPOSE | $15,000 | |||||
| THIRD WAY INSTITUTE | ||||||||||||
| 1025 CONNECTICUT AVE NW SUITE 400 | WASHINGTON | DC | 20036 | NONE | EXEMPT | CLIMATE AND CLEAN ENERGY INNOVATION CAMPAIGN | $500,000 | |||||
| TZEDEK DC | ||||||||||||
| 4340 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | NONE | EXEMPT | GENERAL PURPOSE | $9,000 | |||||
| WHEDCO | ||||||||||||
| 50 EAST 168TH STREET | BRONX | NY | 10452 | NONE | EXEMPT | GENERAL PURPOSE | $3,000 | |||||
| WORLD RESOURCES INSTITUTE | ||||||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | NONE | EXEMPT | DEEP DECARBONIZATION AND CARBON CAPTURE PROJECT | $500,000 | |||||
| ACTIVATE GLOBAL INC | ||||||||||||
| 2150 Shattuck Avenue 300 | Berkeley | CA | 94704 | NONE | EXEMPT | GENERAL PURPOSE | $300,000 | |||||
| AMERICAN OVERSIGHT | ||||||||||||
| 1030 15th St NW | Washington | DC | 20005 | NONE | EXEMPT | GENERAL PURPOSE | $400,000 | |||||
| ARLINGTON FOOD ASSISTANCE CENTER | ||||||||||||
| PO BOX 6261 | Arlington | VA | 22206 | NONE | EXEMPT | GENERAL PURPOSE | $1,000 | |||||
| BROOKLYN ACADEMY OF MUSIC INC | ||||||||||||
| 30 Lafayette Ave | Brooklyn | NY | 11217 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| CAIR COALITION | ||||||||||||
| 1612 K Street NW | Washington | DC | 20006 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| CENTER FOR LAW SOCIAL POLICY | ||||||||||||
| 1200 18th St NW | Washington | DC | 20036 | NONE | EXEMPT | IMMIGRATION, SAFETY NET AND PANDEMIC RESPONSE | $700,000 | |||||
| CHURCHES UNITED FOR FAIR HOUSING | ||||||||||||
| 7 Marcus Garvey Blvd | Brooklyn | NY | 11206 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 | |||||
| COMMITTEE TO PROTECT JOURNALISTS | ||||||||||||
| 330 7th Ave 11 | New York | NY | 10001 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 | |||||
| ENVIRONMENTAL AND ENERGY STUDY INST | ||||||||||||
| 1020 19th Street NW Suite 650 | Washington | DC | 20036 | NONE | EXEMPT | GENERAL PURPOSE | $300,000 | |||||
| ENVIRONMENTAL DEFENSE FUND | ||||||||||||
| 257 Park Ave S | New York | NY | 10010 | NONE | EXEMPT | INNOVATION PROJECT | $500,000 | |||||
| GIFFORDS LAW CENTER TO PREVENT GUN | ||||||||||||
| 268 Bush Street 555 | San Francisco | CA | 94104 | NONE | EXEMPT | GENERAL PURPOSE | $15,000 | |||||
| HUMAN RIGHTS FIRST | ||||||||||||
| 75 Broad St 31st Floor | New York | NY | 10004 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| INTERNATIONAL ANTI-POACHING FOUNDAT | ||||||||||||
| 1655 N Fort Myer Drive 700 | Arlington | VA | 22209 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 | |||||
| JDRF | ||||||||||||
| 26 Broadway 14th floor | New York | NY | 10004 | NONE | EXEMPT | GENERAL PURPOSE | $350,000 | |||||
| KELLERMANN FOUNDATION | ||||||||||||
| PO Box 832809 | Richardson | TX | 75083 | NONE | EXEMPT | BWINDI COMMUNITY HOSPITAL - $50,000KISHANDA SCHOOL - $78,000 | $128,000 | |||||
| LEWA WILDLIFE CONSERVANCY USA | ||||||||||||
| 38 MILLER AVE 507 | MILL VALLEY | CA | 94941 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 | |||||
| NUCLEAR INNOVATION ALLIANCE | ||||||||||||
| 56 OLIVER DR | BREWSYTER | MA | 02631 | NONE | EXEMPT | GENERAL PURPOSE | $500,000 | |||||
| PANTHERA | ||||||||||||
| 8 W 40th St 18th Floor | New York | NY | 10018 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 | |||||
| REPORTERS COMMITTEE FOR FREEDOM OF | ||||||||||||
| 1156 15th St NW | Washington | DC | 20005 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| SIERRA CLUB FOUNDATION | ||||||||||||
| 2101 Webster St 1250 | Oakland | CA | 94612 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| THE ARC FOUNDATION OF ROCKLAND INC | ||||||||||||
| 25 Hemlock Dr | Congers | NY | 10920 | NONE | EXEMPT | GENERAL PURPOSE | $150,000 | |||||
| THE GERMAN MARSHALL FUND OF THE US | ||||||||||||
| 1700 18TH ST NW | Washington | DC | 20009 | NONE | EXEMPT | ALLIANCE FOR SECURING DEMOCRACY | $500,000 | |||||
| THE HOPEWELL FUND | ||||||||||||
| 1201 Connecticut Avenue NW No 300 | Washington | DC | 20036 | NONE | EXEMPT | ARTICLE V PUBLIC EDUCATION CAMPAIGN | $250,000 | |||||
| THE NATIONAL HEALTH LAW PROGRAM INC | ||||||||||||
| 3701 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | EXEMPT | DEFENDING MEDICAID AND THE ACA PROJECT | $775,000 | |||||
| WILLIAMS J BRENNAN JR CNTR FOR JUST | ||||||||||||
| 120 Broadway 1750 | New York | NY | 10271 | NONE | EXEMPT | FELLOWSHIP AND GENNERAL PURPOSE | $1,050,000 | |||||
| BROOKLYN HOSPITAL FOUNDATION INC | ||||||||||||
| 121 DEKALB AVENUE | BROOKLYN | NY | 11201 | NONE | EXEMPT | COVID-19 EMERGENCY RELIEF - $1,000.00COVID-19 FUND - $4,000.00 | $5,000 | |||||
| CARBON 180 | ||||||||||||
| 1111 BROADWAY FLOOR 3 | OAKLAND | CA | 94607 | NONE | EXEMPT | GENERAL PURPOSE | $300,000 | |||||
| CENTER FOR POPULAR DEMOCRACY | ||||||||||||
| 449 TROUTMAN ST | BROOKLYN | NY | 11237 | NONE | EXEMPT | FAMILY ECONOMIC SECURITY | $500,000 | |||||
| CLIMATEWORKS FOUNDATION | ||||||||||||
| 235 MONTGOMERY ST 1300 | SAN FRANCISCO | CA | 94104 | NONE | EXEMPT | CARBON DIOXIDE REMOVAL FUND | $1,000,000 | |||||
| DC ABORTION FUND | ||||||||||||
| PO BOX 65061 | WASHINGTON | DC | 20035 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 | |||||
| DEMOS | ||||||||||||
| 80 BROAD ST | NEW YORK | NY | 10004 | NONE | EXEMPT | DEMOCRACY REFORM PROJECT | $500,000 | |||||
| ECONOMIC POLICY INSTITUTE | ||||||||||||
| 1225 I ST NW 600 | WASHINGTON | DC | 20005 | NONE | EXEMPT | GENERAL PURPOSE AND LABOR STANDARDS ENFORCEMENT PROJECT | $675,000 | |||||
| EDUCATION BRIDGE | ||||||||||||
| 2043 SOUTH BEND AVENUE 278 | SOUTH BEND | IN | 46637 | NONE | EXEMPT | GENERAL PURPOSE | $3,000 | |||||
| ELEPHANT COOPERATION | ||||||||||||
| 110 E AVENIDA PALIZADA 301 | SAN CLEMENTE | CA | 92672 | NONE | EXEMPT | COMMUNITY COMMERCE & SUSTAINABILITY - COMACO | $5,000 | |||||
| GEORGETOWN UNIVERSITY | ||||||||||||
| 600 NEW JERSEY AVE NW | WASHINGTON | DC | 20001 | NONE | EXEMPT | GEORGETOWN CENTER ON POVERTY AND INEQUALITY - $250,000GEORGETOWN LAW SCHOOL - $10,000 | $260,000 | |||||
| INSTITUTE FOR NONPROFIT NEWS | ||||||||||||
| 714 W OLYMPIC BLVD 929 | LOS ANGELES | CA | 90015 | NONE | EXEMPT | GENERAL PURPOSE | $100,000 | |||||
| KNIGHT FIRST AMENDMENT INST AT COLU | ||||||||||||
| 475 RIVERSIDE DRIVE SUITE 302 | NEW YORK | NY | 10115 | NONE | EXEMPT | GENERAL PURPOSE | $500,000 | |||||
| LAWYERS ALLIANCE FOR NEW YORK | ||||||||||||
| 171 MADISON AVE | NEW YORK | NY | 10016 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| LEGAL AID CHICAGO | ||||||||||||
| 120 S LASALLE ST STE 900 | CHICAGO | IL | 60603 | NONE | EXEMPT | GENERAL PURPOSE | $20,000 | |||||
| NEW VENTURE FUND | ||||||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | EXEMPT | GET AMERICA COVERED - $200,000GROUNDWORK COLLABORATIVE - $650,000SAFE VOTING FUND - $550,000SAFETY NET DEFENSE FUND - $825,000SMALL BUSINESS FOR AMERICA'S FUTURE - $200,000TRUSTED ELECTIONS FUND - $500,000 | $2,925,000 | |||||
| PRIME COALITION | ||||||||||||
| 625 MASSACHUSETTS AVENUE 2ND FLOOR | CAMBRIDGE | MA | 02139 | NONE | EXEMPT | PRIME IMPACT FUND | $1,000,000 | |||||
| PRINCETON REACH OUT 56-81-06 INC | ||||||||||||
| 12 STOCKTON ST | PRINCETON | NJ | 08540 | NONE | EXEMPT | GENERAL PURPOSE | $20,000 | |||||
| SHELDRICK WILDLIFE TRUST USA | ||||||||||||
| NONE | EXEMPT | GENERAL PURPOSE | $5,000 | 252832 CABOT RD | LAGUNA HILLS | NAIROBI | KE | 00503 | ||||
| SOUTHERN COALITION FOR SOCIAL JUSTI | ||||||||||||
| 1415 W NORTH CAROLINA HWY54 STE 101 | DURHAM | NC | 27707 | NONE | EXEMPT | REDISTRICTING PROGRAM | $400,000 | |||||
| THE CORAL REEF ALLIANCE | ||||||||||||
| 1330 BROADWAY | OAKLAND | CA | 94612 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 | |||||
| THE ENERGY GROWTH HUB | ||||||||||||
| 1015 15TH STREET NW 6TH FLOOR | WASHINGTON | DC | 20005 | NONE | EXEMPT | GENERAL PURPOSE | $275,000 | |||||
| TOMCHE SHABBOS OF ROCKLAND COUNTY | ||||||||||||
| 1276 50TH ST | BROOKLYN | NY | 11219 | NONE | EXEMPT | BOBBIE'S PLACE | $100,000 | |||||
| TRUSTEES OF COLUMBIA UNIVERSITY IN | ||||||||||||
| 1255 AMSTERDAM AVE | NEW YORK | NY | 10027 | NONE | EXEMPT | LAMONT-DOHERTY'S HUDSON RIVER FIELD STATION | $50,000 | |||||
| URBAN INSTITUTE | ||||||||||||
| 500 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | NONE | EXEMPT | HEALTH POLICY CENTER | $500,000 | |||||
| WORLD CENTRAL KITCHEN INC | ||||||||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | NONE | EXEMPT | GENERAL PURPOSE - $25,000RELIEF ON THE HUDSON PROJECT - $25,000 | $50,000 | |||||
| AMERICAN CANCER SOCIETY INC | ||||||||||||
| 250 WILLIAMS ST NW | ATLANTA | GA | 30303 | NONE | EXEMPT | GENERAL PURPOSE - $4,500RELAY FOR LIFE OF WILLIAMSBURG - $1,000 | $5,500 | |||||
| AMER FDN FOR THE UNIV OF THE WEST I | ||||||||||||
| 767 3RD AVE 301 | NEW YORK | NY | 10017 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 | |||||
| CENTER FOR AMERICAN PROGRESS | ||||||||||||
| 1333 H STREET NW SUITE 100-E | WASHINGTON | DC | 20005 | NONE | EXEMPT | RESILIENT ECONOMY PROJECT | $300,000 | |||||
| CITYDANCE INC | ||||||||||||
| 4000 ALBEMARLE ST NW 304 | WASHINGTON | DC | 20016 | NONE | EXEMPT | CITYDANCE'S DREAM CENTER | $10,000 | |||||
| COMMON CAUSE EDUCATION FUND | ||||||||||||
| 805 15TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20005 | NONE | EXEMPT | ELECTION PROTECTION | $500,000 | |||||
| COMMUNITY CHANGE | ||||||||||||
| 1536 U STREET NW | WASHINGTON | DC | 20009 | NONE | EXEMPT | REGULATIONS PROJECT | $200,000 | |||||
| FIRST DRAFT NEWS INC | ||||||||||||
| 219 W 40TH ST | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL PURPOSE | $200,000 | |||||
| FUND FOR THE CITY OF NEW YORK | ||||||||||||
| 121 6TH AVE 6TH FLOOR | NEW YORK | NY | 10013 | NONE | EXEMPT | IMMIGRANT DEFENSE PROJECT | $25,000 | |||||
| HUDSON VALLEY HOSPICE FOUNDATION IN | ||||||||||||
| 80 WASHINGTON ST | POUGHKEEPSIE | NY | 12601 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 | |||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||
| 55 FRUIT ST | BOSTON | MA | 02114 | NONE | EXEMPT | THE CENTER FOR LAW, BRAIN AND BEHAVIOR | $25,000 | |||||
| MINNESOTA COUNCIL OF NONPROFITS | ||||||||||||
| 2314 UNIVERSITY AVE W 20 | ST PAUL | MN | 55114 | NONE | EXEMPT | MINNESOTA BUDGET PROJECT | $250,000 | |||||
| NATIONAL EMPLOYMENT LAW PROJECT | ||||||||||||
| 90 BROAD ST SUITE 1100 | NEW YORK | NY | 10004 | NONE | EXEMPT | WORKER RESILIENCY PROJECT | $750,000 | |||||
| PANCREATIC CANCER ACTION NETWORK | ||||||||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 | |||||
| RESOURCES FOR THE FUTURE | ||||||||||||
| 1616 P ST NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | EXEMPT | GERNERAL PURPOSE | $400,000 | |||||
| RUTGERS THE STATE UNIVERSITY OF NJ | ||||||||||||
| 50 LABOR CENTER WAY | NEW BRUNSWICK | NJ | 08901 | NONE | EXEMPT | LABOR STANDARDS ENFORCEMENT PROJECT | $150,000 | |||||
| GEORGIA COALITION FOR THE PEOPLES A | ||||||||||||
| 501 PULLIAM ST SW 410 | ATLANTA | GA | 30312 | NONE | EXEMPT | GENERAL PURPOSE | $23,000 | |||||
| THE NATURE CONSERVANCY | ||||||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | EXEMPT | POWER OF PLACE EXPANSION | $500,000 | |||||
| THE STISSING CENTER | ||||||||||||
| PO BOX 1024 | PINE PLAINS | NY | 12567 | NONE | EXEMPT | GENERAL PURPOSE | $125,000 | |||||
| TOWARDS JUSTICE | ||||||||||||
| 2840 FAIRFAX STREET SUITE 220 | DENVER | CO | 80207 | NONE | EXEMPT | GENERAL PURPOSE | $200,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,366,409 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,209,261 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,793,966 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $170,221 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $568,508 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$903,785 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 551112 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,954 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$353,379 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET K-1 PASS THRU ITEMS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$221,772 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $177,175 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,092,799 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,269,974 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $88,000 | Amt |
| Net Investment Income | $88,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (74 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| COMMERCIAL BUILDING | 2011-12-21 | $12,677,652 | $2,614,070 | SL | 0.0256 | $325,055 | $325,055 | |
| IMPROVEMENTS | 2011-12-21 | $269,272 | $152,559 | SL | 0.0667 | $17,960 | $17,960 | |
| IMPROVEMENTS | 2012-07-01 | $5,592 | $1,057 | SL | 0.0256 | $143 | $143 | |
| ADDL AQUISITION COSTS | 2012-01-01 | $764 | $159 | SL | 0.0256 | $20 | $20 | |
| IMPROVEMENTS | 2013-10-01 | $40,732 | $16,630 | SL | $2,715 | $2,715 | 15.0000 | |
| IMPROVEMENTS | 2013-10-01 | $31,131 | $4,955 | SL | 0.0256 | $798 | $798 | |
| IMPROVEMENTS | 2013-04-29 | $5,980 | $1,020 | SL | 0.0256 | $153 | $153 | |
| IMPROVEMENTS | 2013-04-29 | $11,313 | $1,788 | SL | 0.0256 | $290 | $290 | |
| IMPROVEMENTS | 2014-07-01 | $170,736 | $23,897 | SL | 0.0256 | $4,378 | $4,378 | |
| IMPROVEMENTS | 2014-07-01 | $16,074 | $5,762 | SL | $1,072 | $1,072 | 15.0000 | |
| IMPROVEMENTS | 2014-07-01 | $38,958 | $13,960 | SL | $2,597 | $2,597 | 15.0000 | |
| IMPROVEMENTS | 2014-10-01 | $202,116 | $69,061 | SL | $13,474 | $13,474 | 15.0000 | |
| FURNITURE | 2014-10-01 | $2,321 | $1,905 | 200DB | 0.0873 | $119 | $119 | |
| COOP APTS - 200 CPS | 2014-11-01 | $37,107,542 | $6,933,735 | SL | 0.0364 | $1,349,230 | $1,349,230 | |
| COOP APTS-210 CPS RES | 2015-06-30 | $16,359,167 | $2,701,552 | SL | 0.0364 | $594,819 | $594,819 | |
| COOP APT-210 CPS COMM'L | 2015-06-30 | $1,100,000 | $128,117 | SL | 0.0256 | $28,204 | $28,204 | |
| IMPROVEMENTS | 2014-12-31 | $499,418 | $74,737 | SL | 0.0256 | $12,805 | $12,805 | |
| EQUIPMENT | 2014-10-01 | $9,285 | $7,620 | 200DB | 0.0873 | $476 | $476 | |
| IMPROVEMENTS | 2009-07-01 | $175,689 | $123,000 | SL | 0.0667 | $11,718 | $11,718 | |
| IMPROVEMENTS | 2009-07-01 | $16,470 | $11,603 | SL | 0.0667 | $1,099 | $1,099 | |
| IMPROVEMENTS | 2010-07-01 | $38,488 | $24,379 | SL | 0.0667 | $2,567 | $2,567 | |
| IMPROVEMENTS | 2010-07-01 | $30,157 | $19,100 | SL | 0.0667 | $2,011 | $2,011 | |
| IMPROVEMENTS | 2011-06-28 | $70,717 | $40,670 | SL | 0.0667 | $4,717 | $4,717 | |
| IMPROVEMENTS | 2011-12-21 | $663,065 | $375,646 | SL | 0.0667 | $44,226 | $44,226 | |
| IMPROVEMENTS | 2013-10-01 | $162,929 | $66,529 | SL | 0.0667 | $10,867 | $10,867 | |
| IMPROVEMENTS | 2014-07-01 | $64,298 | $23,044 | SL | $4,287 | $4,287 | 15.0000 | |
| IMPROVEMENTS | 2014-07-01 | $155,831 | $55,846 | SL | $10,389 | $10,389 | 15.0000 | |
| IMPROVEMENTS | 2014-10-01 | $808,464 | $276,254 | SL | $53,898 | $53,898 | 15.0000 | |
| IMPROVEMENTS | 1993-07-01 | $85,495 | $57,997 | SL | 0.0256 | $2,192 | $2,192 | |
| IMPROVEMENTS | 1994-09-01 | $292,883 | $189,944 | SL | 0.0256 | $7,510 | $7,510 | |
| IMPROVEMENTS | 1997-07-01 | $23,697 | $13,654 | SL | 0.0256 | $608 | $608 | |
| IMPROVEMENTS | 1998-07-01 | $31,919 | $17,554 | SL | 0.0256 | $818 | $818 | |
| IMPROVEMENTS | 1998-10-31 | $64,705 | $35,185 | SL | 0.0256 | $1,659 | $1,659 | |
| IMPROVEMENTS | 1995-01-10 | $64,212 | $41,082 | SL | 0.0256 | $1,646 | $1,646 | |
| IMPROVEMENTS | 1996-07-01 | $31,956 | $19,212 | SL | 0.0256 | $819 | $819 | |
| IMPROVEMENTS | 1997-07-01 | $102,777 | $59,181 | SL | 0.0256 | $2,635 | $2,635 | |
| IMPROVEMENTS | 2009-07-01 | $249,750 | $66,980 | SL | 0.0256 | $6,404 | $6,404 | |
| IMPROVEMENTS | 2010-07-01 | $198,011 | $48,024 | SL | 0.0256 | $5,077 | $5,077 | |
| BUILDING | 2011-12-21 | $31,217,952 | $5,709,898 | SL | 0.0256 | $800,428 | $800,428 | |
| IMPROVEMENTS | 2012-07-01 | $18,370 | $3,523 | SL | 0.0256 | $471 | $471 | |
| ADD'L AQUISITION COSTS | 2012-01-01 | $3,058 | $621 | SL | 0.0256 | $78 | $78 | |
| IMPROVEMENTS | 2013-10-01 | $124,522 | $19,824 | SL | 0.0256 | $3,193 | $3,193 | |
| IMPROVEMENTS | 2013-04-29 | $23,920 | $4,087 | SL | 0.0256 | $613 | $613 | |
| IMPROVEMENTS | 2013-04-29 | $45,252 | $7,153 | SL | 0.0256 | $1,160 | $1,160 | |
| IMPROVEMENTS | 2014-07-01 | $682,943 | $95,581 | SL | 0.0256 | $17,511 | $17,511 | |
| IMPROVEMENTS | 2014-12-31 | $349,250 | $44,775 | SL | 0.0256 | $8,955 | $8,955 | |
| IMPROVEMENTS | 2015-07-01 | $1,997,671 | $228,401 | SL | 0.0256 | $51,220 | $51,220 | |
| IMPROVEMENTS | 2015-07-01 | $87,314 | $11,195 | SL | 0.0256 | $2,239 | $2,239 | |
| BUILDING 754 STEP UP | 2014-11-01 | $23,338,470 | $2,992,110 | SL | 0.0256 | $598,398 | $598,398 | |
| IMPROVEMENTS | 2016-07-01 | $394,600 | $90,978 | SL | $26,307 | $26,307 | 15.0000 | |
| IMPROVEMENTS | 2016-07-01 | $1,578,401 | $363,910 | SL | $105,227 | $105,227 | 15.0000 | |
| APPLIANCES | 2016-07-01 | $4,218 | $2,109 | SL | 0.1429 | $603 | $603 | |
| IMPRVMNTS - COOLING TOWER | 2017-07-01 | $72,600 | $4,579 | SL | 0.0256 | $1,861 | $1,861 | |
| IMPRVMNTS - COOLING TOWER | 2017-07-01 | $290,400 | $18,310 | SL | 0.0256 | $7,446 | $7,446 | |
| IMPRVMNTS-BCG TI 1ST AMD | 2016-12-31 | $960,480 | $192,096 | SL | $64,032 | $64,032 | 15.0000 | |
| IMPRVMNTS-BCG TI 1ST AMD | 2016-12-31 | $240,120 | $48,024 | SL | $16,008 | $16,008 | 15.0000 | |
| IMPRVMNTS-BCG TI 2ND AMD | 2017-01-01 | $579,446 | $115,890 | SL | $38,630 | $38,630 | 15.0000 | |
| IMPRVMNTS-BCG TI 2ND AMD | 2017-01-01 | $144,861 | $28,971 | SL | $9,657 | $9,657 | 15.0000 | |
| APPLIANCES | 2017-07-01 | $6,859 | $2,450 | SL | 0.1428 | $979 | $979 | |
| IMPROVEMENTS | 2017-07-01 | $185,866 | $16,614 | SL | 0.0364 | $6,758 | $6,758 | |
| APPLIANCES | 2017-07-01 | $1,227 | $438 | SL | 0.1428 | $175 | $175 | |
| APPLIANCES | 2017-07-01 | $1,444 | $515 | SL | 0.1428 | $206 | $206 | |
| IMPROVEMENTS | 2018-12-31 | $19,585 | $1,306 | SL | $1,306 | $1,306 | 15.0000 | |
| IMPROVEMENTS | 2018-12-31 | $1,052 | $70 | SL | $70 | $70 | 15.0000 | |
| IMPROVEMENTS | 2018-12-31 | $78,341 | $5,222 | SL | $5,223 | $5,223 | 15.0000 | |
| IMPROVEMENTS | 2018-12-31 | $4,209 | $281 | SL | $281 | $281 | 15.0000 | |
| IMPROVEMENTS - DECL PTRS | 2019-07-01 | $92,522 | $3,084 | SL | $6,168 | $6,168 | 15.0000 | |
| IMPROVEMENTS - DECL PTRS | 2019-07-01 | $370,089 | $12,336 | SL | $24,673 | $24,673 | 15.0000 | |
| IMPROVEMENTS - MEAKEM | 2019-07-01 | $173,668 | $5,789 | SL | $11,578 | $11,578 | 15.0000 | |
| IMPROVEMENTS - MEAKEM | 2019-07-01 | $694,670 | $23,156 | SL | $46,311 | $46,311 | 15.0000 | |
| ELEVATOR IMPROVEMENTS - 20% 2019 | 2020-07-01 | $47,682 | SL | $611 | $611 | 39.0000 | ||
| ELEVATOR IMPROVEMENTS - 20% 2020 | 2020-07-01 | $57,031 | SL | $731 | $731 | 39.0000 | ||
| ELEVATOR IMPROVEMENTS - 80% 2019 | 2020-07-01 | $190,727 | SL | $2,445 | $2,445 | 39.0000 | ||
| ELEVATOR IMPROVEMENTS - 80% 2020 | 2020-07-01 | $228,120 | SL | $2,925 | $2,925 | 39.0000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| K-1 PASSTHRU NET S/T GAIN (GEMS) UBTI | Purchase | 2020-12 | $6,161 | Cost | $6,161 |
| K-1 PASSTHRU NET L/T GAIN (GEMS) UBTI | Purchase | 2020-12 | $720 | Cost | $720 |
| K-1 PASSTHRU NET L/T GAIN (MTNLKRE) UBTI | Purchase | 2020-12 | $73 | Cost | $73 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MOUNTAIN LAKE PARTNERS LP | AT COST | $11,469,734 | $11,469,734 |
| MOUNTAIN LAKE REAL ESTATE I | AT COST | ||
| GEMS FUND 4 | AT COST | $29,207,878 | $29,207,878 |
| TERM LOAN GOLUB INVSTMT CAPITAL FINANCE | AT COST | ||
| TERM LOAN GOLUB INVSTMT PTRS HOLDINGS | AT COST | $23,984,389 | $23,984,389 |
| GOLUB CAPITAL INT'L LADDER - TRUST | AT COST | $214,252,456 | $290,716,751 |
| GOLUB CAPITAL INT'L IX | AT COST | $6,768,271 | $22,589,031 |
| GOLUB CAPITAL INT'L X | AT COST | $3,825,556 | $5,874,266 |
| BETHESDA TIC (20%) | AT COST | $8,615,595 | $8,615,595 |
| BETHESDA TIC (80%) | AT COST | $30,862,382 | $30,862,382 |
| 1050 FIFTH AVE LLC | AT COST | $4,090,115 | $4,090,115 |
| SPITZER BRP GS LLC - ARCHER | AT COST | $8,398,550 | $8,685,139 |
| NINTH AVENUE MEMBER LLC | AT COST | $16,196,051 | $16,196,051 |
| GOLUB CAPITAL INT'L LADDER - LUB | AT COST | $66,649,732 | $88,355,653 |
| SPITZER BRP GS LLC - CATON FLATS | AT COST | $3,790,990 | $3,902,283 |
| 451 TENTH MEMBER | AT COST | $5,751,042 | $5,751,042 |
| GOLUB CAP INV CORP - PUB SH (1435135.1) | AT COST | $24,956,100 | $24,955,564 |
| GOLUB CAP INV CORP - PUB SH (174673) | AT COST | $1,482,633 | $1,482,633 |
| SPITZER BRP EMPOWERMENT LLC | AT COST | $5,698,441 | $5,698,441 |
| GOLUB CAPITAL INT'L TRANCHES | AT COST | $15,000,000 | $16,956,158 |
| CITIBANK INV A/C | AT COST | $14,988,000 | $15,269,850 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Buildings | CategoryOrItemTxt |
| Cost Or Other Basis | $54,766,323 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $11,766,504 | AccumulatedDepreciationAmt |
| Book Value | $42,999,819 | BookValueAmt |
| EOYFMV | $54,766,323 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $215,919 | LegalFeesAmt |
| Net Investment Income | $215,919 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $5,000,000 | MortgageAmt |
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST REPUBLIC BANK | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $5,000,000 | LoanOriginalAmt |
| Balance Due | $5,000,000 | BalanceDueAmt |
| Note | 2020-03 | NoteDt |
| Repayment Terms | INTEREST ONLY | RepaymentTermsTxt |
| Interest | 3.5000 | InterestRt |
| Security Provided Borrower | ASSETS | SecurityProvidedBorrowerTxt |
| Loan Purpose | INVESTMENT | LoanPurposeTxt |
| Lender Consideration | VARIOUS | LenderConsiderationDesc |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM GDBC DIV | $662,002 | $468,005 | $468,005 |
| FOREIGN TAX CREDIT | $3,261 | $3,261 | |
| LOANS & EXCHANGE | $3,438 | $5,081 | $5,081 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ESTATE TAX SEC 6166 PAYMENT | $7,240,233 |
| FEDERAL BUSINESS INCOME TAX | $166,425 |
| PENALTIES AND INTEREST | $2,423 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $270,327 | $270,327 | |
| INSURANCE | $20,658 | $20,658 | |
| MEMBERSHIP FEES | $25,400 | $25,400 | |
| Rental Expenses | $6,911,786 | $6,911,786 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET K-1 PASS THRU ITEMS | Desc |
| Revenue And Expenses Per Books | -$221,772 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$569,264 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PARTNERSHIP EXCHANGE | $1,140,228 | $1,137,830 |
| Rounding | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $27,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $27,200 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE TAX | $76,128 |
| NYS CORP TAX - CT-13 | $52,227 |