BARBARA HOPE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA HOPE FOUNDATION INC (EIN 20-8275334)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2021-08-04
- IRS object ID
- 202122169349101407
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-04T14:30:16-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208275334 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA HOPE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BARBARA HOPE FOUNDATION INC | InCareOfNm |
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 2124400800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SAMSON INV PTRS717 FIFTH AVE Suite | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LLOYD ZUCKERBERG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2124400800 | PhoneNum |
| Signature | 2020-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John D Cook | PreparerPersonNm |
| PTIN | P01450182 | PTIN |
| Phone | 2127733000 | PhoneNum |
| Preparation | 2020-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $8,231,554 | 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 | $2,000,176 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,444 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,444 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $176,597 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,597 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $502 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $200,126 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $502 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,704 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,180,423 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $178,543 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,886 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $825 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $825 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,711 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $390,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $400,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $393,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,780,387 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,043 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,030 | CashBOYAmt |
| Cash EOY | $12,698 | CashEOYAmt |
| Cash EOYFMV | $12,698 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $116,533 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,566 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,566 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,201,972 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,278,134 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,178,290 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,324,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,331,398 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,231,554 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,324,535 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,331,398 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,324,535 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,331,398 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,324,535 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,331,398 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,324,535 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,780,387 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,104,922 | SubtotalAmt |
| Other Decreases | $1,773,524 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,331,398 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF MARKETABLE SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $200,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $199,624 | CostOrOtherBasisAmt |
| Gain Or Loss | $376 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $376 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $502 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $404,960 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,167,046 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065665 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $487,424 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,923,248 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.08229 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $463,082 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,004,411 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.115643 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $409,162 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,565,537 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.114755 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $196,202 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,575,486 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.124534 | DistributionYr5Rt |
| Total Distribution | 0.502887 | TotalDistributionRt |
| Average Distribution | 0.100577 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,925,043 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $595,923 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,760 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $597,683 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $393,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,521 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,521 | SubtotalAmt |
| Tax Based On Investment Income | $3,521 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,100 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,579 | OverpaymentAmt |
| Applied To ES Tax | $5,579 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA HOPE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124400800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SAMSON INV PTRS 717 FIFTH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| BARBARA ZUCKERBERG | |||||||||
| SAMSON INV PTRS717 FIFTH AVE | 19TH FLOOR | NEW YORK | NY | 10022 | DIRECTOR/PART-TIME | 0 | $0 | $0 | $0 |
| DINA ZUCKERBERG | |||||||||
| SAMSON INV PTRS717 FIFTH AVE | 19TH FLOOR | NEW YORK | NY | 10022 | DIRECTOR/PART-TIME | 0 | $0 | $0 | $0 |
| LLOYD ZUCKERBERG | |||||||||
| SAMSON INV PTRS717 FIFTH AVE | 19TH FLOOR | NEW YORK | NY | 10022 | DIRECTOR/PART-TIME | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER SECTION | Description1Txt |
| Description2 | 501(C)(3) OF THE INTERNAL REVENUE CODE. | Description2Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Description2 | N/A | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,892,511 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,761 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,015,272 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,015,272 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,229 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,925,043 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $296,252 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $296,252 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,521 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,521 | TotalTaxAmt |
| Distributable Before Adj | $292,731 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $292,731 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $292,731 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $393,650 | 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 | $393,650 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $393,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,731 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $118,113 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $232,341 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $307,431 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $197,432 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $99,644 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $954,961 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $393,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $292,731 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $100,919 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,055,880 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $118,113 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $937,767 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $232,341 | ExcessFromYear4Amt |
| Excess From Year3 | $307,431 | ExcessFromYear3Amt |
| Excess From Year2 | $197,432 | ExcessFromYear2Amt |
| Excess From Year1 | $99,644 | ExcessFromYear1Amt |
| Excess From Current Year | $100,919 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| THE FRESHMEN FIFTEEN | ||||||||
| 302 WEST 12TH STREET | SUITE 15F | NEW YORK | NY | 10014 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MYFACE | ||||||||
| 333 EAST 30TH STREET | LOBBY OFFICE | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CONNECTICUT PUBLIC | ||||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MASTERVOICES INC | ||||||||
| 1441 BROADWAY SUITE 3024 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| PURE EARTH | ||||||||
| 475 RIVERSIDE DRIVE | SUITE 860 | NEW YORK | NY | 10115 | N/A | PC | GENERAL SUPPORT | $5,000 |
| PARSONS DANCE FOUNDATION INC | ||||||||
| 229 WEST 42ND STREET 8TH FL | NEW YORK | NY | 10036 | N/A | PC | GENERAL SUPPORT | $9,750 | |
| JEWISH WOMEN'S FOUNDATION OF NEW YORK INC | ||||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| UJA FEDERATION OF NEW YORK INC | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| WNET | ||||||||
| 825 EIGHTH AVENUE | 14TH FLOOR | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $200,000 |
| CONGREGATION SHEARITH ISRAEL | ||||||||
| 8 WEST 70TH STREET | NEW YORK | NY | 10023 | N/A | PC | GENERAL SUPPORT | $2,075 | |
| PELLETTIERI STONE CARVERS ACADEMY INC | ||||||||
| 114 MORNINGSIDE DRIVE APT 52 | NEW YORK | NY | 10027 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| FACING HISTORY AND OURSELVES INC | ||||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| VITAL VOICES GLOBAL PARTNERSHIP INC | ||||||||
| 1625 MASSACHUSETTS AVENUE NW | SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $50,000 |
| WHY HUNGER INC | ||||||||
| 505 EIGHTH AVENUE | SUITE 2100 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $2,000 |
| MYFACE | ||||||||
| 333 EAST 30TH STREET | LOBBY OFFICE | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $500 |
| MYFACE | ||||||||
| 333 EAST 30TH STREET | LOBBY OFFICE | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $10,000 |
| MYFACE | ||||||||
| 333 EAST 30TH STREET | LOBBY OFFICE | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $5,000 |
| FACING HISTORY AND OURSELVES INC | ||||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,325 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,444 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176,597 | 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 | $502 | 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 | U.S. TREASURY REFUND | Desc |
| Related Or Exempt Function Incm | $1,704 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $178,543 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,704 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $180,247 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11b | LineNumberTxt |
| Relationship Statement | US Treasury Refund: $1,704 - not includable in NII for current year because not deductible against investment income in prior year | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BARBARA ZUCKERBERG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SAMSON INV PTRS 717 FIFTH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,176 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | THE GOLDMAN SACHS GROUP INC 8,680 SHS | NoncashPropertyDesc |
| Fair Market Value | $2,000,176 | FairMarketValueAmt |
| Received | 2019-12-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ERNST & YOUNG, US LLP | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE LONG POSITION ATTACHED | StockNm |
| EOY Book Value | $3,278,134 | EOYBookValueAmt |
| EOYFMV | $8,178,289 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCESS OF FMV OVER DONOR'S COST BASIS OF | $1,773,524 |
| SECURITIES GIFTED TO THE FOUNDATION | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| NYS FILING FEE | $500 | $500 |
| PUBLIC NOTICE FEE | $325 | $325 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | U.S. TREASURY REFUND | Desc |
| Revenue And Expenses Per Books | $1,704 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FED'L. TAX PAYMENTS | CategoryTxt |