THE RITA AND ALEX HILLMAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE RITA AND ALEX HILLMAN FOUNDATION (EIN 13-2560546)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202123169349100447
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T08:55:04-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200494412 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Davis Ward & Hochman LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E 58th St 20TH Flr | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10155 | 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 | 132560546 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RITA AND ALEX HILLMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RITA | BusinessNameControlTxt |
| Phone | 2122653115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVE SO SUITE 1705 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AHRIN MISHAN | PersonNm |
| Person Title | VP/Sec/Ex Dir | PersonTitleTxt |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AHRIN | PersonFirstNm |
| Person Last | MISHAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID H WARD | PreparerPersonNm |
| PTIN | P00828789 | PTIN |
| Phone | 2122302600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $132,276,114 | 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 | $1,197 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,197 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,569,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,569,696 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $856,952 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,077,793 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $856,952 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $187,135 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $187,135 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,614,980 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,614,980 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $574,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,738 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $526,013 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $95,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $95,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $96,600 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,313 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $92,288 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $67,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $54,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $807,099 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $659,735 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $147,364 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $110,331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,307 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $32,153 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,956 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $156,101 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $23,415 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $132,686 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $155,842 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,853 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $141,989 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,065,179 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $786,861 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,221,493 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,565,985 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,565,985 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,631,164 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $786,861 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,787,478 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,016,184 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,828,119 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $295,476 | CashBOYAmt |
| Cash EOY | $209,510 | CashEOYAmt |
| Cash EOYFMV | $209,510 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,994,160 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,727,829 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,727,829 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $152,836 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $225,033 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $225,033 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,359,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,596,436 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,323,608 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,895,383 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,032,527 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,341,287 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $61,392,948 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $58,798,534 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $79,946,208 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $59,659 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $57,020 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,595 | LandBOYAmt |
| Land EOY | $2,639 | LandEOYAmt |
| Land EOYFMV | $2,639 | LandEOYFMVAmt |
| Other Assets BOY | $17,260,900 | OtherAssetsBOYAmt |
| Other Assets EOY | $17,260,900 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $28,500,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $99,355,797 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,853,408 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $132,276,114 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $98,158 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $96,597 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $98,158 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $96,597 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $99,257,639 | CapitalStockBOYAmt |
| Capital Stock EOY | $95,756,811 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,257,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $95,756,811 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,355,797 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $95,853,408 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,257,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,016,184 | ExcessRevenueOverExpensesAmt |
| Other Increases | $515,356 | OtherIncreasesAmt |
| Subtotal | $95,756,811 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $95,756,811 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| S/T CAP GAINS FROM PS ALT INV | P | 2020-01-01 | 2020-01-01 | $942,689 | -$942,689 | -$942,689 | |
| L/T CAP GAINS FROM PS ALT INV | P | 2014-01-01 | 2020-01-01 | $441,345 | $441,345 | $441,345 | |
| VOLUMINOUS - DETAILS AVAIL UPON REQUEST | P | 2020-01-01 | 2020-01-01 | $278,152 | -$278,152 | -$278,152 | |
| VOLUMINOUS - DETAILS AVAIL UPON REQUEST | P | 2014-01-01 | 2020-01-01 | $1,636,448 | $1,636,448 | $1,636,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $856,952 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,220,841 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,411 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,411 | SubtotalAmt |
| Tax Based On Investment Income | $25,411 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74,460 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $74,460 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $49,049 | OverpaymentAmt |
| Applied To ES Tax | $49,049 | 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 | www.rahf.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Takouhi Mosoian | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122653115 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVENUE SO SUITE 1705 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | 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 |
| 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 (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| LIZANNE FONTAINE | |||||||
| 91 COLUMBIA HEIGHTS | BROOKLYN | NY | 11201 | Director | 1.00 | $0 | |
| KRISTEN CHOI | |||||||
| 11616 CHENAULT STREET 1 | LOS ANGELES | CA | 90049 | Director | 1.00 | $0 | |
| AHRIN MISHAN | |||||||
| 200 PARK AVENUE SO STE1705 | NEW YORK | NY | 10003 | VP/Sec/Ex Dir | 40.00 | $374,750 | $56,250 |
| DAVID GOULD NOTE D | |||||||
| 496 EAST 17TH STREET | BROOKLYN | NY | 11226 | Director | 1.00 | $0 | |
| DORI JAFFE | |||||||
| 200 PARK AVENUE SO STE 1705 | NEW YORK | NY | 10003 | ASST TREAS | 20.00 | $40,000 | $2,000 |
| PAUL GARFINKLE | |||||||
| 2001 SO E SAILFISH PT BLVD | STUART | FL | 34996 | Director | 1.00 | $0 | |
| LINDA LE | |||||||
| 200 PARK AVENUE SO STE 1705 | NEW YORK | NY | 10003 | ASST SEC/VP OPS | 40.00 | $160,000 | $22,400 |
| RAYMOND J MCGUIRE | |||||||
| 388 GREENWICH ST - 39 FLOOR | NEW YORK | NY | 10013 | Director | 1.00 | $0 | |
| ADAM E MAX NOTE D | |||||||
| 200 PARK AVENUE SO STE1705 | NEW YORK | NY | 10003 | President/Treas | 1.00 | $0 | |
| DR JENNIFER MIERES | |||||||
| 1725 YORK AVE | NEW YORK | NY | 10128 | Director | 1.00 | $0 | |
| MEGAN MONAHAN | |||||||
| 1201 HUDSON ST | HOBOKEN | NJ | 07030 | Director | 1.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHAEL A WATMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3170 DUKE ROAD | AddressLine1Txt |
| City | POWHATAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | VP PROGRAMS | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $95,000 | CompensationAmt |
| Employee Benefits | $15,950 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DAVIS WARD & HOCHMAN LLP | |||||
| 150 E 58 STREET | NEW YORK | NY | 10155 | AUDIT AND TAX ACCTNG | $67,500 |
| MORGAN STANLEY | |||||
| 399 PARK AVE | NEW YORK | NY | 10022 | INVESTMENT ADVISORY | $167,147 |
| OFFIT CAPITAL ADVISERS | |||||
| 485 LEXINGTON AVENUE | NE YORK | NY | 10017 | INVESTMENT ADVISORY | $302,859 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $94,152,630 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,223,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $95,376,278 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $95,376,278 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,430,644 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $93,945,634 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,697,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,697,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,411 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,411 | TotalTaxAmt |
| Distributable Before Adj | $4,671,871 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,671,871 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,671,871 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,787,478 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,787,478 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,787,478 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,671,871 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $649,796 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $649,796 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,787,478 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,671,871 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,115,607 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,765,403 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,765,403 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $649,796 | ExcessFromYear1Amt |
| Excess From Current Year | $1,115,607 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PC | ADVANCE ARTS & SOCIAL WELL BEING | $476,500 |
| INTERNATIONAL CENTER FOR PHOTOGRAPH | |||||||
| 1114 AVENUE OF AMERICAS | NEW YORK | NY | 10036 | NONE | PC | SUPPORT ART OF PHOTOGRAPHY | $183,700 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | SUPPORT VISUAL ARTS | $10,000 |
| AMERICAN NURSES FOUNDATION | |||||||
| 8515 GEORGIA AVENUE | SIVER SPRING | MD | 20910 | NONE | PC | SUPPORT NURSING EDUCATION | $137,500 |
| UNC CHAPEL HILL | |||||||
| 250 E FRANKLIN ST | CHAPEL HILL | NC | 27516 | NONE | PC | SUPPORT NURSING EDUCATION | $390,942 |
| NLN FOUNDATION | |||||||
| 2600 VIRGINIA AVE NW 8TH FL | WASHINGTON | DC | 20037 | NONE | PC | SUPPORT NURSING EDUCATION | $10,000 |
| TRUSTEES OF THE UNIVERSITY OF PENN | |||||||
| 3451 WALNUT ST P221 FRANKLIN BLDG | PHILADELPHIA | PA | 19104 | NONE | PC | SUPPORT NURSING EDUCATION | $150,000 |
| NATIONAL PROGRAM OFFICE UNIV OF PEN | |||||||
| 418 CURIE BLVD | PHILADELPHIA | PA | 19104 | NONE | PC | SUPPORT NURSING EDUCATION | $107,400 |
| HOFSTRA UNIVERSITY | |||||||
| 500 HOFSTRA UNIVERSITY | HEMPSTEAD | NY | 11549 | NONE | PC | SUPPORT PERFORMING ARTS | $2,500 |
| NEW YORKERS FOR CHILDREN | |||||||
| 450 SEVENTH AVENUE SUITE 403 | NEW YORK | NY | 10123 | NONE | PC | SUPPORT NEEDY POPULATION | $5,000 |
| JOHNS HOPKINS UNIVERSITY CAPABLE | |||||||
| 525 North Wolfe Street 424 | BALTIMORE | MD | 21205 | NONE | PC | HEALTH OFVULNERABLEPOPULATON | $497,214 |
| HENRY FORD HEALTH SYSTEM | |||||||
| 1 Ford Place 5A | DETROIT | MI | 48202 | NONE | PC | HEALTH OFVULNERABLEPOPULATION | $199,999 |
| UNIVERSITY OF UTAH | |||||||
| 75 South 2000 East | Salt Lake City | UT | 84112 | NONE | PC | EDUCATION | $196,141 |
| BROOKLYN MUSEUM | |||||||
| 200 Eastern Parkway | Brooklyn | NY | 11238 | NONE | PC | EDUCATION & ARTS | $30,000 |
| ACADEMY HEALTH | |||||||
| 160 W 100TH ST | NEW YORK | NY | 10025 | NONE | PC | SUPPORT HEALTH RESEARCH | $2,500 |
| AMERICAN ACADEMY OF NURSING | |||||||
| 1000 VERMONT AVE NW SUITE 910 | WASHINGTON | DC | 20005 | NONE | PC | SUPPORT HEALTH RESEARCH | $10,000 |
| BROOKLYN HOSPITAL FOUNDATION | |||||||
| 121 DEKALB AVE | BROOKLYN | NY | 11201 | NONE | PC | SUPPORT HEALTH | $10,000 |
| CAREOREGON | |||||||
| 315 SW 5TH AVE | PORTLAND | OR | 97204 | NONE | PC | SUPPORT HEALTH | $100,000 |
| CLEVELAND CLINIC MARTIN HEALTH FDN | |||||||
| 2135 SE OCEAN BLVA | STUART | FL | 34996 | NONE | PC | SUPPORT HEALTH | $10,000 |
| GATEWAYS HOSPITAL MENTAL HEALTH CEN | |||||||
| 3 HOSPITAL DR | COLUMBIA | MO | 65201 | NONE | PC | SUPPORT HEALTH CARE | $10,000 |
| ARIADNE LABSHARVARD UNIVERSITY | |||||||
| 401 PARK DR 3RD FLOOR | BOSTON | MA | 02215 | NONE | PC | SUPPORT NEEDY | $323,250 |
| THE UNIVERSITY OF PENN SCHOOL OF NU | |||||||
| 3800 SPRUCE ST | PHILDAELPHIA | PA | 19104 | NONE | PC | SUPPORT NURSING | $469,557 |
| SIGMA FOUNDATION | |||||||
| 550 W NORTH ST | INDIANAPOLIS | IN | 46202 | NONE | PC | SUPPORT HEALTH | $10,000 |
| SPENCE SCHOOL | |||||||
| 22 E 91 ST | NEW YORK | NY | 10128 | NONE | PC | SUPPORT SCHOOL | $20,000 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 1111 FRANKLIN STREET 12TH FLOOR | OAKLAND | CA | 94607 | NONE | PC | SUPPORT SCHOOL | $300,000 |
| UNIVERSITY OF KENUCKY RESEARCH FDTN | |||||||
| 201 KINKEAD HALL | LEXINGTON | KY | 40508 | NONE | PC | SCHOOL SUPPORT | $200,000 |
| PARTNERS HEALTHCARE SYS - BW HOSPIT | |||||||
| 1153 CENTRE STREET | BOSTON | MA | 02130 | NONE | PC | SUPPORT NEEDY | $198,282 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT S | |||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | SUPPORT HEALTH | $125,000 |
| WOODS SERVICES | |||||||
| 40 MARTIN GROSS DRIVE | LANGHORNE | PA | 19047 | NONE | PC | SUPPORT NEEDY | $50,000 |
| MONTCLAIR STATE UNIVERSITY FOUNDATI | |||||||
| 1 NORMAL AVE | MONTCLAIR | NJ | 07043 | NONE | PC | SUPPORT SCHOOL | $50,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 4200 FIFTH AVENUE | PITTSBURGH | PA | 15260 | NONE | PC | SUPPORT SCHOOL | $50,000 |
| SNOWLINE HOSPISCE OF EL DORADO COUN | |||||||
| 6520 PLEASANT VALLEY ROAD | DIAMOND SPRINGS | CA | 95619 | NONE | PC | SUPPORT HOSPITAL | $50,000 |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | SUPPORT RESEARCH | $50,000 |
| UNIVERSITY OF RHODE ISLAND | |||||||
| 45 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | NONE | PC | SUPPORT SCHOOL | $50,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| THE INFORMATION SCHOOL BOX 352115 | SEATTLE | WA | 98195 | NONE | PC | SUPPORT SCHOOL | $50,000 |
| GRANTMAKERS IN AGING | |||||||
| 2001 RICHMOND HWY 504 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL USE | $15,000 |
| JEWISH ASSOCIATION SERVING THE AGIN | |||||||
| 2211 CHURCH AVE | BROOKLYN | NY | 11226 | NONE | PC | GENERAL USE | $10,000 |
| THEATRE FOR A NEW AUDIENCE | |||||||
| 262 ASHLAND PLACE | BROOKLYN | NY | 11217 | NONE | PC | SUPPORT ARTS AND SOCIAL WELL BEING | $3,000 |
| YWCA OF THE CITY OF NEW YORK | |||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | SUPPORT ARTS AND SOCIAL WELL BEING | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,565,985 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,197 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,569,696 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $856,952 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $187,135 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,614,980 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,614,980 | 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 | AUDIT AND TAX COMPLIANCE | CategoryTxt |
| Amt | $67,500 | Amt |
| Net Investment Income | $13,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $54,000 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $59,659 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $57,020 | AccumulatedDepreciationAmt |
| Book Value | $2,639 | BookValueAmt |
| EOYFMV | $2,639 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK EXHIBITED | Desc |
| BOY Book Value | $17,260,900 | BOYBookValueAmt |
| EOY Book Value | $17,260,900 | EOYBookValueAmt |
| EOYFMV | $28,500,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSE | $14,958 | $2,244 | $12,714 |
| INSURANCE (NOTE C) | $123,319 | $8,974 | $114,345 |
| OFFICE EXPENSE | $17,565 | $2,635 | $14,930 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $187,135 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $187,135 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS NOT REFLECTED IN PARTNERSHIP COST BASIS | Desc |
| Amt | $515,356 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETIREMENT PLAN OBLIGATION | Desc |
| BOY Book Value | $98,158 | BOYBookValueAmt |
| EOY Book Value | $96,597 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES-NURSING SERVICES | $117,364 | $0 | $0 | $117,364 |
| CURATORIAL SERVICES | $30,000 | $0 | $0 | $30,000 |
| INVESTMENT ADVISORY FEES | $659,735 | $659,735 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $54,039 | ||
| FOREIGN TAX WITHHELD | $20,718 | $20,718 | |
| PAYROLL TAXES | $35,574 | $2,589 | $32,153 |