CAROL AND GENE LUDWIG FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CAROL AND GENE LUDWIG FAMILY FOUNDATION (EIN 56-2305290)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202121379349100957
- 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
- Depreciation Schedule
- Employee Compensation Expln
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T10:07:34-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 13TH STREET NW STE 1000 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | 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 | 562305290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUDWIG FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CATHERINE KAPLUN | InCareOfNm |
| Business Name Control | LUDW | BusinessNameControlTxt |
| Phone | 2023151815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 17TH ST NW STE 430 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL LUDWIG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2023151815 | PhoneNum |
| Signature | 2021-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROL | PersonFirstNm |
| Person Last | LUDWIG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE G MICHALOWSKI | PreparerPersonNm |
| PTIN | P00755304 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Preparation | 2021-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $178,168,689 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $482 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $482 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $931,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $931,312 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,563,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,203,085 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,563,788 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$56 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$56 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,495,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,495,526 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $335,951 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $335,951 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $61,842 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $61,842 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $369,136 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $30,881 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $338,255 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,198 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,698 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $340,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,109 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,109 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $270,455 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,582 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $266,872 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,423,691 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,046,727 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,578,472 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,578,472 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,002,163 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,625,199 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,493,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,458,563 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,609,635 | CashBOYAmt |
| Cash EOY | $1,116,873 | CashEOYAmt |
| Cash EOYFMV | $1,116,873 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,026,908 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $72,347,609 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $72,348,183 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $80,270,412 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,323,468 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $96,367,753 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,115,723 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,233,598 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,252,412 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $99,950 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $99,950 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $83,468 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $109,122,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,121,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $178,168,689 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $921,961 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $427,468 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $921,961 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $427,468 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $108,200,667 | RetainedEarningBOYAmt |
| Retained Earning EOY | $114,694,030 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $108,200,667 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $114,694,030 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $109,122,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,121,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $108,200,667 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,493,363 | ExcessRevenueOverExpensesAmt |
| Subtotal | $114,694,030 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $114,694,030 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $62,340,765 | $50,639,295 | $11,701,470 | $11,701,470 |
| CAPITAL GAINS DIVIDENDS | P | $3,862,318 | $0 | $3,862,318 | $3,862,318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,563,788 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $228,774 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $228,774 | SubtotalAmt |
| Tax Based On Investment Income | $228,774 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $297,134 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $297,134 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $33 | EsPenaltyAmt |
| Overpayment | $68,327 | OverpaymentAmt |
| Applied To ES Tax | $68,327 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE KAPLUN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023151815 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 17TH STREET NW STE 430 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | LU | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL LUDWIG | ||||||||
| 801 17TH ST NW STE 430 | WASHINGTON | DC | 20006 | PRESIDENT/SECRETARY/DIRECTOR | 10.0 | $0 | $0 | $0 |
| EUGENE A LUDWIG | ||||||||
| 801 17TH ST NW STE 430 | WASHINGTON | DC | 20006 | VP/TREASURER/DIRECTOR | 2.0 | $0 | $0 | $0 |
| ROBERT B BARNETT ESQ | ||||||||
| 801 17TH ST NW STE 430 | WASHINGTON | DC | 20006 | DIRECTOR | 0.1 | $0 | $0 | $0 |
| CATHERINE KAPLUN | ||||||||
| 801 17TH ST NW STE 430 | WASHINGTON | DC | 20006 | EXECUTIVE DIRECTOR | 20.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DIANA SHINEMAN | ||||||||
| 801 17TH ST NW STE 430 | WASHINGTON | DC | 20006 | MED PROGRAM DIRECTOR | 40.0 | $78,409 | $23,846 | $0 |
| PHILIP CORNELL | ||||||||
| 801 17TH ST NW STE 430 | WASHINGTON | DC | 20006 | LISEP RESEARCH ASSOC | 40.0 | $63,983 | $112 | $0 |
| ELIZABETH DELLSY | ||||||||
| 801 17TH ST NW STE 430 | WASHINGTON | DC | 20006 | FORMER EXEC DIRECTOR | 0.0 | $193,558 | $6,200 | $5,779 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARNOLD & PORTER KAYE SCHOLER LLP | |||||
| 601 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | LEGAL SERVICES | $272,748 |
| WILLIAMS & CONNOLLY | |||||
| 725 12TH ST NW | WASHINGTON | DC | 20005 | LEGAL SERVICES | $78,581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE LUDWIG INSTITUTE FOR SHARED ECONOMIC PROSPERITY'S MISSION IS TO IMPROVE THE ECONOMIC WELL-BEING OF MIDDLE- AND LOWER-INCOME AMERICANS THROUGH RESEARCH AND EDUCATION. | Description1Txt |
| Expenses1 | $362,365 | Expenses1Amt |
| Description2 | LISEP STRIVES TO USE ECONOMIC RESEARCH TO BETTER UNDERSTAND ECONOMIC GROWTH AND PROSPERITY AS THEY ARE ACTUALLY EXPERIENCED BY INDIVIDUALS FROM ALL WALKS OF LIFE. | Description2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $99,120,541 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,775,441 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $164,895,982 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $164,895,982 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,473,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $162,422,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,121,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,121,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $228,774 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $228,774 | TotalTaxAmt |
| Distributable Before Adj | $7,892,353 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,892,353 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,892,353 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,625,199 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $9,625,199 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,625,199 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,892,353 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $798,409 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $9,625,199 | QualifyingDistributionsAmt |
| Applied To Year1 | $798,409 | AppliedToYear1Amt |
| Applied To Current Year | $7,892,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $934,437 | RemainingDistriFromCorpusAmt |
| Total Corpus | $934,437 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $934,437 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $934,437 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL LUDWIG | ContributingManagerNm |
| Contributing Manager | EUGENE LUDWIG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR CHILDREN OF NEW YORK | |||||||
| 151 WEST 30TH ST | 5TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| ADVOCATES FOR CHILDREN OF NEW YORK | |||||||
| 151 WEST 30TH ST | 5TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| AFRICAN PARKS FOUNDATION OF AMERICA | |||||||
| 21 W 46TH ST | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | |||||||
| 57 WEST 57TH ST | SUITE 904 | NEW YORK | NY | 10019 | PC | GENERAL OPERATING SUPPORT | $125,000 |
| AMERICAN COMPASS | |||||||
| 300 INDEPENDENCE AVE SE | WASHINGTON | DC | 20003 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN FRIENDS OF NEW COLLEGE | |||||||
| 7 GREAT VALLEY PARKWAY | MALVERN | PA | 19355 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| 1 BATTERY PARK PLAZA | 25TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| AMERICAN WRITERS MUSEUM FOUNDATION | |||||||
| 180 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| BIG BROTHERS BIG SISTERS OF NYC | |||||||
| 757 3RD AVE | 20TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| BISHOP JOHN T WALKER SCHOOL FOR BOYS | |||||||
| 1801 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BOSTON UNIVERSITY | |||||||
| 25 BUICK ST | BOSTON | MA | 02215 | PC | SCIENTIFIC RESEARCH SUPPORT | $126,000 | |
| BOYS AND GIRLS CLUB OF AMERICA | |||||||
| 1250 BROADWAY | 36TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| BREAD FOR THE CITY | |||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20016 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BRYN MAWR COLLEGE | |||||||
| 101 N MERION AVE | BRYN MAWR | PA | 19010 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| BUILDING HOMES FOR HEROES | |||||||
| 4584 AUSTIN BLVD | ISLAND PARK | NY | 11558 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CALVARY WOMEN'S SERVICES | |||||||
| 1217 GOOD HOPE RD SE | WASHINGTON | DC | 20020 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CAPITAL AREA FOODBANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CAPITAL AREA FOODBANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CASA FOR CHILDREN OF DC | |||||||
| 2201 EYE ST NE | SUITE 285 | WASHINGTON | DC | 20002 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CHAI MITZVAH | |||||||
| PO BOX 4591 | NEW YORK | NY | 10163 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CITIZENS' COMMITTEE FOR CHILDREN OF NY | |||||||
| 14 WALL ST | SUITE 4E | NEW YORK | NY | 10005 | PC | GENERAL OPERATING SUPPORT | $35,000 |
| CITYBRIDGE EDUCATION | |||||||
| 600 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20037 | PC | CITYWORKS DC PROGRAM | $50,000 | |
| CLINTON FOUNDATION | |||||||
| 1633 BROADWAY | 5TH FLOOR | NEW YORK | NY | 10019 | PC | CDFI PROGRAM | $50,000 |
| COALITION FOR THE HOMELESS | |||||||
| 1300 S 4TH ST | LOUISVILLE | KY | 40203 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| COLLEGIATE DIRECTIONS INC | |||||||
| 4827 RUGBY AVE | BETHESDA | MD | 20814 | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| COLUMBIA UNIVERSITY | |||||||
| 630 WEST 168TH ST | PS 2-401 | NEW YORK | NY | 10032 | PC | COVID-19 SCIENTIFIC RESEARCH SUPPORT | $900,000 |
| COLUMBIA UNIVERSITY | |||||||
| 630 WEST 168TH ST | PS 2-401 | NEW YORK | NY | 10032 | PC | CROWN AWARDS | $50,000 |
| COLUMBIA UNIVERSITY | |||||||
| 630 WEST 168TH ST | PS 2-401 | NEW YORK | NY | 10032 | PC | SCIENTIFIC RESEARCH SUPPORT | $525,000 |
| DC BAR PRO BONO | |||||||
| 901 4TH ST NW | 6TH FLOOR | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING SUPPORT | $500 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK WEST | 5TH FLOOR | NEW YORK | NY | 10023 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| ETHOS DISCOVERY | |||||||
| 10455 SORRENTO VALLEY RD | SUITE 101 | SAN DIEGO | CA | 92121 | PC | SCIENTIFIC RESEARCH SUPPORT | $80,000 |
| EXPANDED SCHOOLS | |||||||
| 11 WEST 42ND ST | 3RD FLOOR | NEW YORK | NY | 10036 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FISHER HOUSE FOUNDATION | |||||||
| 12300 TWINBROOK PKWY | SUITE 410 | ROCKVILLE | MD | 20852 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| FLORENCE CRITTENTON SERVICES | |||||||
| 96 SOUTH ZUNI ST | DENVER | CO | 80223 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FOLGER SHAKESPEARE LIBRARY | |||||||
| 201 EAST CAPITAL STREET SE | WASHINGTON | DC | 20003 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| FOLGER SHAKESPEARE LIBRARY | |||||||
| 201 EAST CAPITAL STREET SE | WASHINGTON | DC | 20003 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| FOOD BANK FOR NYC | |||||||
| 39 BROADWAY | 10TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| FRIENDSHIP PLACE | |||||||
| 4713 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| GOD'S LOVE WE DELIVER | |||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HARBOR HOMES OF MARTHA'S VINEYARD | |||||||
| PO BOX 4795 | VINEYARD HAVEN | MA | 02568 | PC | GENERAL OPERATING SUPPORT | $33,333 | |
| HARVARD MEDICAL SCHOOL | |||||||
| 25 SHATTUCK ST | BOSTON | MA | 02115 | PC | SCIENTIFIC RESEARCH SUPPORT | $260,442 | |
| HAVERFORD COLLEGE | |||||||
| 370 LANCASTER AVE | STE 509 | HAVERFORD | PA | 19041 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY ST | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 E 70TH ST | NEW YORK | NY | 10021 | PC | SCIENTIFIC RESEARCH SUPPORT | $200,000 | |
| HUMANE RESCUE ALLIANCE | |||||||
| 71 OGLETHORPE ST NW | WASHINGTON | DC | 20011 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| INOVA HEALTH SYSTEMS FOUNDATION | |||||||
| 3300 GALLOWS RD | IHVI-1225C | FALLS CHURCH | VA | 22042 | PC | SCIENTIFIC RESEARCH SUPPORT | $40,000 |
| INSTITUTE FOR SUSTAINABLE COMM (ISC) | |||||||
| 535 STONE CUTTERS WAY | MONTPELIER | VT | 05602 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ISLAND FOOD PANTRY | |||||||
| PO BOX 1874 | VINEYARD HAVEN | MA | 02568 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK RD | STE 500 N | BALTIMORE | MD | 21211 | PC | SCIENTIFIC RESEARCH SUPPORT | $105,000 |
| KELLERMANN FOUNDATION | |||||||
| PO BOX 832809 | NO N4327B | RICHARDSON | TX | 75083 | PC | GENERAL OPERATING SUPPORT | $80,000 |
| KENNEDY CENTER | |||||||
| 2700 F ST NW | SUITE 1200 | WASHINGTON | DC | 20566 | PC | GENERAL OPERATING SUPPORT | $4,000 |
| KIPP DC | |||||||
| 2600 VIRGINIA AVE NW | SUITE 900 | WASHINGTON | DC | 20037 | PC | PERSISTENCE 2019-2020 SCHOOL YEAR | $60,000 |
| KIPP FOUNDATION | |||||||
| 135 MAIN ST | SAN FRANCISCO | CA | 94105 | PC | PERSISTENCE GRANTS, NUDGE PILOT PROGRAM, REGIONAL COACHING & SUPPORT | $430,000 | |
| MARTHA'S TABLE | |||||||
| PO BOX 97260 | WASHINGTON | DC | 20090 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| MARTHA'S VINEYARD COMMUNITY SERVICES | |||||||
| 111 EDGARTOWN RD | STE 500 | VINEYARD HAVEN | MA | 02568 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| MARTHA'S VINEYARD COMMUNITY SERVICES | |||||||
| 111 EDGARTOWN RD | STE 500 | VINEYARD HAVEN | MA | 02568 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| MARTHA'S VINEYARD MUSEUM INC | |||||||
| PO BOX 1310 | EDGARTOWN | MA | 02539 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| METROPOLITAN CLUB PRESERVATION FOUNDATION | |||||||
| 1700 H ST NW | WASHINGTON | DC | 20006 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MIRIAM'S KITCHEN | |||||||
| 2401 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MIT PICOWER INSTITUTE FOR LEARN AND MEM | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | PC | SCIENTIFIC RESEARCH SUPPORT | $630,000 | |
| N STREET VILLAGE | |||||||
| 1333 N STREET NW | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NATIONAL ACADEMY FOUNDATION | |||||||
| 218 WEST 40TH ST | BLDG 4-204 | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $75,000 |
| NATIONAL ACADEMY FOUNDATION | |||||||
| 218 WEST 40TH ST | BLDG 4-204 | NEW YORK | NY | 10018 | PC | NAF CAREER & COLLEGE READINESS INDEX, CONVERSION TO CANVAS, POTENTIAL PARTNERSHIP | $175,177 |
| NATIONAL CAPITAL POISON CENTER | |||||||
| 3201 NEW MEXICO AVE NW | FIFTH FLOOR | WASHINGTON | DC | 20016 | PC | GENERAL OPERATING SUPPORT | $3,500 |
| NATIONAL HOMELESSNESS LAW CENTER | |||||||
| 2000 M ST NW | SUITE 210 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $2,500 |
| NEW ECONOMY PROJECT | |||||||
| 121 W 27TH ST | STE 310 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $7,500 |
| NEW FUTURES | |||||||
| 641 S ST NW | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NEW FUTURES | |||||||
| 641 S ST NW | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| NEW YORK COMMON PANTRY | |||||||
| 8 EAST 109TH ST | NEW YORK | NY | 10029 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| OPERATION SECOND CHANCE | |||||||
| 20251 CENTURY RD | SUITE 130 | GERMANTOWN | MD | 20874 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| PALISADES VILLAGE | |||||||
| 5200 CATHEDRAL AVE NW | WASHINGTON | DC | 20016 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PARTNERSHIP FOR PUBLIC SERVICE | |||||||
| 1100 NEW YORK AVE NW | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| PAUL TAYLOR DANCE FOUNDATION | |||||||
| 551 GRAND ST | STE 500 | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PAUL TAYLOR DANCE FOUNDATION | |||||||
| 551 GRAND ST | STE 500 | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| RANDALL'S ISLAND PARK ALLIANCE | |||||||
| 24 WEST 61 ST | NEW YORK | NY | 10023 | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| ROCKETSHIP EDUCATION | |||||||
| 350 TWIN DOLPHIN DR | SUITE 109 | REDWOOD CITY | CA | 94065 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ROCKHOUSE FOUNDATION | |||||||
| 2 CORNELIA STREET | 12C | NEW YORK | NY | 10014 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SAFE HORIZON | |||||||
| 2 LAFAYETTE ST | NEW YORK | NY | 10007 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SHERRIF'S MEADOW | |||||||
| PO BOX 1088 | 3RD FLOOR | VINEYARD HAVEN | MA | 02568 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| SOME (SO OTHERS MIGHT EAT) | |||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| TEACH FOR AMERICA | |||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TEACH FOR AMERICA | |||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING SUPPORT | $1,032 | |
| THE BOWERY MISSION | |||||||
| PO BOX 2000 | MURRAY HILL STATION | NY | 10156 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| THE GATHERING PLACE | |||||||
| 1535 HIGH ST | DENVER | CO | 80218 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE MISSION CONTINUES | |||||||
| PO BOX 776792 | CHICAGO | IL | 60677 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE PATRIOT BRASS ENSEMBLE INC | |||||||
| 174 WEST 4TH ST | 369 | NEW YORK | NY | 10014 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| UNITED STATES VETERANS INITIATIVE | |||||||
| 800 WEST 6TH ST | 6TH FLOOR | LOS ANGELES | CA | 90017 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| UPSTREAM USA INC | |||||||
| 2 OLIVER ST | SUITE 402 | BOSTON | MA | 02109 | PC | 2021 PROGRAM AND DELIVERY PILOTS | $500,000 |
| URBAN PEAK | |||||||
| 2100 STOUT ST | DENVER | CO | 80205 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| USTA FOUNDATION INCORPORATED | |||||||
| 70 WEST RED OAK LANE | WHITE PLAINS | NY | 10604 | PC | COLLEGIATE PREPARATION PROGRAM | $50,000 | |
| VITAL VOICES | |||||||
| 1625 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PC | GLOBAL LEADERSHIP AWARDS | $10,000 | |
| WASHINGTON ENGLISH CENTER | |||||||
| 2200 CALIFORNIA ST NW | WASHINGTON | DC | 20008 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| WILMERS INTEGRITY PRIZE | |||||||
| PO BOX 927 | PITTSFIELD | MA | 01202 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| YALE LAW SCHOOL | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | EAL FLEX FACULTY FUND | $200,000 | |
| YALE SCHOOL OF MEDICINE | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | COVID-19 SCIENTIFIC RESEARCH SUPPORT | $902,749 | |
| YALE SCHOOL OF MEDICINE | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | SCIENTIFIC RESEARCH SUPPORT | $1,045,739 | |
| YESHIVA BETH YEHUDAH | |||||||
| PO BOX 2044 | SOUTHFIELD | MI | 48037 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| YORK COUNTY FOOD BANK | |||||||
| 254 WEST PRINCESS ST | YORK | PA | 17401 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| YOUTHINC | |||||||
| 535 8TH AVE | SUITE 1400 | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,578,472 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | |||||||
| 57 WEST 57TH ST | SUITE 904 | NEW YORK | NY | 10019 | PC | GENERAL OPERATING SUPPORT | $125,000 |
| CHILDREN'S HEALTH FUND | |||||||
| 215 WEST 125TH ST | SUITE 301 | NEW YORK | NY | 10027 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| CITYBRIDGE EDUCATION | |||||||
| 600 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20037 | PC | CITYWORKS DC PROGRAM | $50,000 | |
| COLUMBIA UNIVERSITY | |||||||
| 630 W 168TH ST | PS 2-401 | NEW YORK | NY | 10032 | PC | SCIENTIFIC RESSEARCH SUPPORT | $354,375 |
| HARVARD MEDICAL SCHOOL | |||||||
| 25 SHATTUCK ST | BOSTON | MA | 02115 | PC | SCIENTIFIC RESSEARCH SUPPORT | $260,443 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK RD | STE 500 N | BALTIMORE | MD | 21211 | PC | SCIENTIFIC RESSEARCH SUPPORT | $105,000 |
| VINEYARD OPEN LAND FOUNDATION | |||||||
| PO BOX 4608 | VINEYARD HAVEN | MA | 02568 | PC | GENERAL OPERATING SUPPORT | $500 | |
| YALE LAW SCHOOL | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | EAL FLEX FACULTY FUND | $200,000 | |
| YALE SCHOOL OF MEDICINE | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | SCIENTIFIC RESEARCH SUPPORT | $783,239 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,978,557 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $482 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $931,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,563,788 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN EXCHANGE | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$56 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,495,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,495,526 | 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 | PRICEWATERHOUSECOOPERS LLP | CategoryTxt |
| Amt | $8,198 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,698 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Employee | ELIZABETH DELLSY | EmployeeNm |
| Explanation | LEFT THE FOUNDATION 12/31/2019. | ExplanationTxt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PURSUANT TO THE DISTRICT OF COLUMBIA OFFICE OF TAX AND REVENUE OTR NOTICE 2009-01, EFFECTIVE DECEMBER 12, 2008, DISTRICT OF COLUMBIA NONPROFITS ARE NO LONGER REQUIRED TO FILE FORM 990 (AND THE FEDERAL FORM 990-PF AS CONFIRMED WITH THE DC OFFICE OF TAX AND REVENUE). THE NOTICE STATES THAT "THE REQUIREMENT WAS ELIMINATED TO EASE THE ADMINISTRATIVE BURDEN ON BOTH THE AGENCY AS WELL AS NONPROFIT ORGANIZATIONS. THE INFORMATION ON FORM 990-PF IS AVAILABLE TO THE OFFICE OF TAX AND REVENUE FROM OTHER SOURCES." | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990-PF, PART II, LINE 10B | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART II, LINE 10B - CORPORATE STOCK | FormAndLineReferenceDesc |
| Medium Explanation | DESCRIPTION ENDING BOOK VALUE ENDING FMV BERSHIRE HATHAWAY INC-CL A 7,311,049. 37,911,835. COLUMBIA SLGMN GL TECH-A 24,239,159. 50,724,241. INVESCO S&P SMALL CAP (PSCT) 2,634,883. 7,769,688. APPLE INC -81,619. -2,812. BROADCOM INC -117,502. -820. DANAHER CORP -50,760. -74. JPMORGAN CHASE & CO -93,243. -9,500. MERCK & CO INC -42,804. -918. MICROSOFT CORP -78,460. -11,712. REGENERON PHARMACEUTICALS -76,773. -11,613. SERVICENOW INC -87,222. -300. SQUARE INC - A -168,403. -142. UNITEDHEALTH GROUP INC -64,837. -120. ------------ ------------ INVESTMENTS - CORPORATE STOCK 33,323,468. 96,367,753. ============ ============ | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPM MANAGED INCOME FD-USD-L | BondNm |
| EOY Book Value | $8,233,598 | EOYBookValueAmt |
| EOYFMV | $8,252,412 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE GENERAL EXPLANATION ATCH | StockNm |
| EOY Book Value | $33,323,468 | EOYBookValueAmt |
| EOYFMV | $96,367,753 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SFRE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $99,950 | BookValueAmt |
| EOYFMV | $83,468 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (5 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ARNOLD & PORTER KAYE SCHOLER | $272,748 | $30,881 | $241,867 |
| WILLIAMS & CONNOLLY | $78,581 | $78,581 | |
| COVINGTON & BURLING LLP | $12,690 | $12,690 | |
| SULLIVAN & CROMWELL LLP | $5,000 | $5,000 | |
| WEBSTER CHAIMBERLAIN & BEAN | $117 | $117 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LISEP PROGRAM EXPENSES | $248,192 | $0 | $0 | $248,192 |
| INSURANCE | $11,338 | $3,401 | $0 | $7,937 |
| PAYROLL & ADMINISTRATIVE FEES | $2,823 | $0 | $0 | $2,823 |
| ANNUAL REGISTRATION | $605 | $181 | $0 | $423 |
| TECHNOLOGY | $577 | $0 | $0 | $577 |
| MISCELLANEOUS | $6,920 | $0 | $0 | $6,920 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN EXCHANGE | Desc |
| Revenue And Expenses Per Books | -$56 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$56 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEADERFIT, LLC (CONSULTING) | CategoryTxt |
| Amt | $35,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $35,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $340,000 | Amt |