JEROME L GREENE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JEROME L GREENE FOUNDATION INC (EIN 13-2960852)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202113149349101441
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T15:22:38-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101540102 | 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 | 132960852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEROME L GREENE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JERO | BusinessNameControlTxt |
| Phone | 2126881550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 146 CENTRAL PARK WEST NO 1E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA MCINERNEY | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2126881550 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINA | PersonFirstNm |
| Person Last | MCINERNEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP GROFF | PreparerPersonNm |
| PTIN | P01247783 | PTIN |
| Phone | 2127589700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $684,405,574 | 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 | $214 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $214 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,476,763 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,476,763 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,023,577 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $361,219,750 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,200,955 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,067,527 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $13,654,355 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,544,504 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $219,999 | 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 | $219,999 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $368,927 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $368,927 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $39,792 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $39,792 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,367 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,367 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $127,554 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $63,777 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $63,777 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,824,296 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,774,960 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,336 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $11,562 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,693 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $38,493 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $64,403 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $87,561 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $87,561 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,008 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,008 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $156,077 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $156,077 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,012,239 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,838,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,050,337 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,673,882 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,673,882 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,686,121 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,838,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,724,219 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,031,766 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,705,767 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,322,659 | CashBOYAmt |
| Cash EOY | $361,875 | CashEOYAmt |
| Cash EOYFMV | $361,875 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $47,549,469 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,513,602 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,513,602 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $442,365,703 | CorporateStockBOYAmt |
| Corporate Stock EOY | $476,439,452 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $476,439,452 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $113,245,106 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $86,223,882 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $86,223,882 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $40,538,817 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $77,821,960 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,821,960 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,511,726 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $466,923 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,109,206 | LandBOYAmt |
| Land EOY | $2,044,803 | LandEOYAmt |
| Land EOYFMV | $2,044,803 | LandEOYFMVAmt |
| Total Assets BOY | $661,130,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $684,405,574 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $684,405,574 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,402 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,853 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,402 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,853 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $661,127,558 | RetainedEarningBOYAmt |
| Retained Earning EOY | $684,403,721 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $661,127,558 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $684,403,721 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $661,130,960 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $684,405,574 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $661,127,558 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,031,766 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46,307,929 | OtherIncreasesAmt |
| Subtotal | $684,403,721 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $684,403,721 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS | 2020-01-31 | $38,412,000 | $39,265,680 | -$853,680 | -$853,680 |
| UBS | 2020-02-29 | $50,876,573 | $53,237,760 | -$2,361,187 | -$2,361,187 |
| UBS | 2020-02-07 | $500,000 | $494,575 | $5,425 | $5,425 |
| UBS | 2020-02-28 | $3,103,738 | $2,976,341 | $127,397 | $127,397 |
| UBS | 2020-03-22 | $504,525 | $502,785 | $1,740 | $1,740 |
| UBS | 2020-03-31 | $103,002,506 | $105,044,632 | -$2,042,126 | -$2,042,126 |
| BLACKSTONE BTAS IV 2017 | 2020-03-31 | $24,737 | $24,737 | $24,737 | |
| BLACKSTONE BTAS 2015 | 2020-03-31 | $97,665 | $97,665 | $97,665 | |
| BLACKSTONE BTAS 2016 | 2020-03-31 | $79,858 | $79,858 | $79,858 | |
| BLACKSTONE BTAS V | 2020-03-31 | $7,165 | $7,165 | $7,165 | |
| BLACKSTONE BTAS VI | 2020-03-31 | $165 | $165 | $165 | |
| US TRUST | 2020-03-31 | $1,766,317 | $1,822,516 | -$56,199 | -$56,199 |
| US TRUST | 2020-04-30 | $574,874 | $1,211,501 | -$636,627 | -$636,627 |
| UBS | 2020-04-30 | $62,259,180 | $70,479,908 | -$8,220,728 | -$8,220,728 |
| UBS | 2020-04-30 | $1,000,000 | $991,030 | $8,970 | $8,970 |
| UBS | 2020-05-04 | $500,000 | $499,095 | $905 | $905 |
| MERRILL LYNCH | 2020-05-19 | $1,101,075 | $662,573 | $438,502 | $438,502 |
| UBS | 2020-05-31 | $27,642,642 | $26,405,784 | $1,236,858 | $1,236,858 |
| US TRUST | 2020-06-30 | $2,284,865 | $2,310,235 | -$25,370 | -$25,370 |
| UBS | 2020-06-30 | $9,868,227 | $10,200,606 | -$332,379 | -$332,379 |
| BLACKSTONE BTAS 2016 | 2020-06-30 | $25,821 | $25,821 | $25,821 | |
| BLACKSTONE BTAS V | 2020-06-30 | $25,077 | $25,077 | $25,077 | |
| BLACKSTONE BTAS IV 2017 | 2020-06-30 | $24,353 | $24,353 | $24,353 | |
| BLACKSTONE BTAS VI | 2020-06-30 | $16,852 | $16,852 | $16,852 | |
| BLACKSTONE BTAS 2015 | 2020-06-30 | $18,341 | $18,341 | $18,341 | |
| MERRILL LYNCH 2549 | 2020-06-29 | $3,078,110 | $3,040,945 | $37,165 | $37,165 |
| UBS | 2020-07-31 | $11,861,308 | $11,319,804 | $541,504 | $541,504 |
| UBS | 2020-08-31 | $12,577,560 | $12,365,400 | $212,160 | $212,160 |
| US TRUST | 2020-09-30 | $2,750,953 | $2,553,078 | $197,875 | $197,875 |
| UBS | 2020-09-30 | $9,272,040 | $9,095,040 | $177,000 | $177,000 |
| BLACKSTONE BTAS IV 2017 | 2020-09-30 | $12,388 | $12,388 | $12,388 | |
| BLACKSTONE BTAS V | 2020-09-30 | $18,281 | $18,281 | $18,281 | |
| BLACKSTONE BTAS 2016 | 2020-09-30 | $30,054 | $30,054 | $30,054 | |
| BLACKSTONE BTAS VI | 2020-09-30 | $3,612 | $3,612 | $3,612 | |
| BLACKSTONE BTAS 2015 | 2020-09-30 | $28,618 | $28,618 | $28,618 | |
| UBS | 2020-10-31 | $9,997,169 | $9,762,938 | $234,231 | $234,231 |
| UBS | 2020-11-30 | $1,866,000 | $1,600,200 | $265,800 | $265,800 |
| US TRUST | 2020-12-31 | $2,865,612 | $2,254,101 | $611,511 | $611,511 |
| UBS | 2020-12-31 | $2,442,000 | $2,146,800 | $295,200 | $295,200 |
| JPM ALTERNATIVES | 2020-11-20 | $49 | $49 | $49 | |
| BLACKSTONE BTAS V | 2020-12-31 | $32,972 | $32,972 | $32,972 | |
| BLACKSTONE BTAS 2015 | 2020-12-31 | $459,679 | $459,679 | $459,679 | |
| BLACKSTONE BTAS 2016 | 2020-12-31 | $153,578 | $153,578 | $153,578 | |
| BLACKSTONE BTAS IV 2017 | 2020-12-31 | $45,190 | $45,190 | $45,190 | |
| BLACKSTONE BTAS VI | 2020-12-31 | $8,021 | $8,021 | $8,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,023,577 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $260,010 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $260,010 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $260,010 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360,569 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $360,569 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $100,559 | OverpaymentAmt |
| Applied To ES Tax | $100,559 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JLGREENE.ORG | WebsiteAddressTxt |
| Individual With Books | CHRISTINA MCINERNEY | IndividualWithBooksNm |
| Phone | 2126881550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 146 CENTRAL PARK WEST SUITE 1E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTINA MCINERNEY | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | PRESIDENT AND CEO | 40.00 | $150,000 | $0 | $0 |
| BARBARA PRAWDZIK | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | SECRETARY | 40.00 | $69,999 | $9,205 | $0 |
| HILDY SIMMONS | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | CHAIR | 1.00 | $0 | $0 | $0 |
| DR JEREMIAH BARONDESS | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN BROOKS HOPKINS | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR JONATHAN FANTON | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | DIRECTOR (AS OF 5/2020) | 1.00 | $0 | $0 | $0 |
| BRAD S KARP | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | DIRECTOR (AS OF 5/2020) | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JENNIFER GOODALE | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | PROGRAM DIRECTOR | 40.00 | $236,500 | $0 | $0 |
| JENNIFER STRIKOWSKY | ||||||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | SENIOR ADMINISTRATOR | 40.00 | $126,667 | $23,967 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLACKSTONE | |||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | INVESTMENT SERVICES | $1,124,010 |
| UBS FINANCIAL SERVICES INC | |||||
| 299 PARK AVE 25TH FL | NEW YORK | NY | 101710002 | INVESTMENT SERVICES | $584,626 |
| ROBERT WEISSENSTEIN | |||||
| 146 CENTRAL PARK WEST SUITE 1E | NEW YORK | NY | 10023 | INVESTMENT SERVICES | $399,996 |
| US TRUST BANK OF AMERICA PWM | |||||
| 114 WEST 47TH STREET 7TH FLOOR | NEW YORK | NY | 10036 | INVESTMENT COUNSEL | $362,118 |
| MERRILL LYNCH | |||||
| 250 VESEY ST | NEW YORK | NY | 10281 | INVESTMENT SERVICES | $183,891 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
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 | $561,283,660 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $426,762 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $43,884,192 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $605,594,614 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $605,594,614 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,083,919 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $596,510,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,825,535 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,825,535 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $260,010 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $24,352 | IncomeTaxAmt |
| Total Tax | $284,362 | TotalTaxAmt |
| Distributable Before Adj | $29,541,173 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,541,173 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,541,173 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,724,219 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,724,219 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,724,219 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,541,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,940,022 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,724,219 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,940,022 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,541,173 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,243,024 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,243,024 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,243,024 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,243,024 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $50,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10033 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $2,000,000 | |
| AN CLAIDHEAMH SOLUIS INC | ||||||||
| 553 WEST 51ST STREET | NEW YORK | NY | 10019 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $200,000 | |
| AURORA HUMANITARIAN INITIATIVE | ||||||||
| 1155 AVENUE OF THE AMERICAS FLOOR F | NEW YORK | NY | 10036 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $10,000 | |
| BALLET HISPANICO OF NEW YORK | ||||||||
| 167 WEST 89TH STREET | NEW YORK | NY | 10024 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $100,000 | |
| BROOKLYN ACADEMY OF MUSIC INC | ||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $1,000,000 | |
| CALVARY HOSPITAL INC | ||||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $2,000,000 | |
| CARNEGIE HALL CORPORATION | ||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $355,000 | |
| CENTER FOR POPULAR DEMOCRACY | ||||||||
| 449 TROUTMAN STREET A | BROOKLYN | NY | 11237 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $500,000 | |
| CENTRAL PARK CONSERVANCY INC | ||||||||
| 14 E 60TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $200,000 | |
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER INC | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $100,000 | |
| ECHOING GREEN INC | ||||||||
| 462 7TH AVENUE 13TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $697,000 | |
| ELAINE KAUFMAN CULTURAL CENTER-LUCY MOSES SCHOOL FOR MUSIC AND DANCE | ||||||||
| 129 W 67TH STREET | NEW YORK | NY | 10023 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $100,000 | |
| FILM AT LINCOLN CENTER INC | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $5,000 | |
| FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $200,000 | |
| GRANTMAKERS IN THE ARTS | ||||||||
| 522 COURTLANDT AVENUE 1ST FLOOR | BRONX | NY | 10451 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $5,000 | |
| GREATER NEW YORK HOSPITAL FOUNDATION INC | ||||||||
| 555 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $1,000,000 | |
| GROUNDSWELL FUND | ||||||||
| 436 14 STREET | OAKLAND | CA | 94612 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $700,000 | |
| IRISH GEORGIAN SOCIETY INC | ||||||||
| 1953 N CLYBOURN AVENUE | CHICAGO | IL | 60614 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $10,000 | |
| JEWISH MUSEUM | ||||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $1,000,000 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3910 KESWICK ROAD SUITE N2100 | BALTIMORE | MD | 21211 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $350,000 | |
| JUILLIARD SCHOOL | ||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $225,000 | |
| LEADERS IGNITING TRANSFORMATION | ||||||||
| 2201 N MARTIN LUTHER KING DR | MILWAUKEE | WI | 53212 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $15,700 | |
| LEADERSHIP CONFERENCE EDUCATION FUND INC | ||||||||
| 1620 L STREET NW SUITE 1100 | WASHINGTON | DC | 20036 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $1,000,000 | |
| MAKE THE ROAD NEW YORK INC | ||||||||
| 92-10 ROOSEVELT AVENUE | JACKSON HEIGHTS | NY | 11372 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $300,000 | |
| MONTEFIORE MEDICAL CENTER | ||||||||
| 111 E 210TH STREET | BRONX | NY | 10467 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $500,000 | |
| MOVEMENT VOTER PROJECT | ||||||||
| PO BOX 749 | NORTHAMPTON | MA | 01061 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $400,000 | |
| MUSEUM OF THE CITY OF NEW YORK | ||||||||
| 1220 5TH AVENUE | NEW YORK | NY | 10029 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $250,000 | |
| NEO PHILANTHROPY INC | ||||||||
| 45 W 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $2,000,000 | |
| NEW YORK CITY POLICE FOUNDATION INC | ||||||||
| 555 5TH AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $5,000 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $2,506,182 | |
| NEW YORK SHAKESPEARE FESTIVAL | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $250,000 | |
| NEW YORK UNIVERSITY - LANGONE HEALTH | ||||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $1,000,000 | |
| NORTH STAR FUND INC | ||||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $1,725,000 | |
| PIERPONT MORGAN LIBRARY | ||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $25,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $1,000,000 | |
| PLANNED PARENTHOOD OF GREATER NEW YORK INC | ||||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $500,000 | |
| PRO PUBLICA INC | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $200,000 | FLOOR |
| SOCIETY OF THE THIRD STREET MUSIC SCHOOL SETTLEMENT INC | ||||||||
| 235 EAST 11TH STREET | NEW YORK | NY | 100037305 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $100,000 | |
| SUPERMAJORITY EDUCATION FUND | ||||||||
| 1201 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $500,000 | |
| THE AMERICAN IRELAND FUND | ||||||||
| 10 POST OFFICE SQUARE SUITE STE 120 | BOSTON | MA | 02109 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $150,000 | |
| THE MERCANTILE LIBRARY ASSOCIATION | ||||||||
| 15 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $25,000 | |
| THE CITY UNIVERSITY OF NEW YORK SCHOOL OF LAW FOUNDATION INC | ||||||||
| 2 COURT SQUARE | LONG ISLAND CITY | NY | 11101 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $100,000 | |
| THE NEW YORK COMMUNITY TRUST | ||||||||
| 909 THIRD AVE 22ND FLOOR | NEW YORK | NY | 10022 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $2,015,000 | |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK - COLUMBIA LAW SCHO | ||||||||
| 615 WEST 131ST STREET MC 8741 | NEW YORK | NY | 100277922 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $5,500,000 | |
| VIVIAN BEAUMONT THEATER INC | ||||||||
| 50 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $500,000 | |
| THE VOTER REGISTRATION PROJECT | ||||||||
| 1300 EYE STREET NW SUITE 450 | WASHINGTON | DC | 20005 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $300,000 | |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $500,000 | |
| WEST SIDE CENTER FOR COMMUNITY LIFE INC | ||||||||
| 263 WEST 86TH STREET | NEW YORK | NY | 10024 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $100,000 | |
| YALE UNIVERSITY - SCHOOL OF DRAMA | ||||||||
| 222 YORK STREET | NEW HAVEN | CT | 06511 | NONE | PC | FURTHER 501(C)(3) CHARITABLE PURPOSE | $400,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,673,882 | 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) |
|---|---|---|
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $214 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,476,763 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $115,962 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,095,427 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,023,577 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $115,962 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,548,827 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,664,789 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $127,554 | Amt |
| Net Investment Income | $63,777 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $63,777 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS | $3,174,300 | $3,174,300 |
| MERRILL LYNCH | $83,049,582 | $83,049,582 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS | $297,650,660 | $297,650,660 |
| US TRUST | $72,538,159 | $72,538,159 |
| MERRILL LYNCH | $106,250,633 | $106,250,633 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS | FMV | $27,851,458 | $27,851,458 |
| MILLENNIUM | FMV | $6,645,726 | $6,645,726 |
| PEG | FMV | $2,342,050 | $2,342,050 |
| JPM ALTERNATIVES | FMV | $9,395,791 | $9,395,791 |
| BLACKSTONE | FMV | $27,206,935 | $27,206,935 |
| REAL ESTATE PARTNERSHIPS | FMV | $4,380,000 | $4,380,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,367 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,367 | DisbursementsCharitablePrpsAmt |
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 |
|---|---|---|---|---|
| SUBSCRIPTION FEE | $50,000 | $0 | $0 | $50,000 |
| OTHER EXPENSES | $106,077 | $0 | $0 | $106,077 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME FROM LIMITED PARTNERSHIPS | $2,076,783 | $943,355 |
| OTHER NET INVESTMENT INCOME | $124,172 | $124,172 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $46,307,929 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT SERVICES | $2,345,559 | $2,345,559 | $0 | $0 |
| INVESTMENT COUNSEL | $399,996 | $399,996 | $0 | $0 |
| ONLINE INVESTMENT TOOL | $29,405 | $29,405 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $49,336 | $0 | $0 | $49,336 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $85,693 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $38,493 | DisbursementsCharitablePrpsAmt |