GEORGE L OHRSTOM JR FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE L OHRSTOM JR FOUNDATION INC (EIN 13-3415874)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-05
- IRS object ID
- 202132179349100108
- 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
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-05T10:20:08-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 133415874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE L OHRSTROM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 9143818900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO PKFOD 500 MAMARONECK AVE NO | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID W LAUGHLIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9143818900 | PhoneNum |
| Signature | 2021-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | LAUGHLIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS F BLANEY CPA CFE | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2021-08-04 | PreparationDt |
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 |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $78,024,698 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $19,473 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,473 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,101,719 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,181,344 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,753,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,276,450 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,964,891 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,319 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,319 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,882,364 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,173,027 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,635 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $41,635 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $310,714 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $310,714 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,944 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,645 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,275 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,195 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $418,733 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $351,933 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,830 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,633,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,633,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,052,433 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $351,933 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,689,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,170,069 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,821,094 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,271,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,196,383 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,196,383 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $46,401,895 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,445,503 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,445,503 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,805,480 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $19,075,690 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,075,690 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,511,399 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,307,122 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,307,122 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $69,989,774 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,024,698 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,024,698 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $69,989,774 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $78,024,698 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,989,774 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,024,698 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $69,989,774 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,024,698 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,989,774 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,170,069 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,204,993 | OtherIncreasesAmt |
| Subtotal | $78,024,698 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $78,024,698 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $28,276,450 | $26,522,597 | $1,753,853 | $1,753,853 |
| OVERLOOK PARTNERS FUND L.P. | P | $203,865 | $203,865 | ||
| OVERLOOK 3G INVESTMENTS | P | $7,173 | $7,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,964,891 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,213 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,213 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,213 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,980 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $125,980 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $86,767 | OverpaymentAmt |
| Applied To ES Tax | $86,767 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DEMASCO SENA JAHELKA LLP | IndividualWithBooksNm |
| Phone | 5165416549 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 OLD COUNTRY ROAD SUITE 310E | AddressLine1Txt |
| City | WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11590 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| WRIGHT RS OHRSTROM | ||||||||
| C/O PKFOD 500 MAMARONECK AVE | HARRISON | NY | 105281633 | VICE CHAIRMAN | 5.00 | $0 | $0 | $0 |
| DONALD G CALDER | ||||||||
| C/O PKFOD 500 MAMARONECK AVE | HARRISON | NY | 105281633 | VICE CHAIRMAN | 5.00 | $0 | $0 | $0 |
| ALAN S BERLIN | ||||||||
| C/O PKFOD 500 MAMARONECK AVE | HARRISON | NY | 105281633 | VICE CHAIRMAN | 5.00 | $0 | $0 | $0 |
| DAVID W LAUGHLIN | ||||||||
| C/O PKFOD 500 MAMARONECK AVE | HARRISON | NY | 105281633 | TREASURER | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 |
|---|---|---|---|---|---|
| US TRUST | |||||
| 114 WEST 47TH STREET 4TH FL | NEW YORK | NY | 100361592 | INVESTMENT MGMT & CUSTODIAL | $176,607 |
| INVERNESS COUNSEL LLC | |||||
| 845 THIRD AVENUE | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT | $125,705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $66,097,779 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,470,798 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $70,568,577 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $70,568,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,058,529 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $69,510,048 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,475,502 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,475,502 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,213 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,213 | TotalTaxAmt |
| Distributable Before Adj | $3,436,289 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,436,289 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,436,289 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,689,530 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,689,530 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,689,530 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,436,289 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,057,226 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,689,530 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,057,226 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,632,304 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $803,985 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABSAROKA BEARTOOTH WILDERNESS FOUNDATION | ||||||||
| PO BOX 392 | RED LODGE | MT | 59068 | N/A | PC | IN SUPPORT OF THE FOREST SERVICE AREA/GARDINER DISTRICT | $15,000 | |
| ADVENTURERS AND SCIENTISTS FOR CONSERVATION | ||||||||
| PO BOX 1834 | BOZEMAN | MT | 59771 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AL'S ANGELS | ||||||||
| 342 GREEN FARMS ROAD | WESTPORT | CT | 06880 | N/A | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| AMERICAN SKIN ASSOCIATION INC | ||||||||
| 335 MADISON AVENUE 22ND FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| AMERICA'S VET DOGS | ||||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| ANTI-DEFAMATION LEAGUE CONNECT | ||||||||
| 1952 WHITNEY AVENUE | HAMDEN | CT | 06517 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION | ||||||||
| 2700 HORIZON DRIVE SUITE 120 | KING OF PRUSSIA | PA | 19406 | N/A | PC | IN SUPPORT OF THE VIRUTAL HOPE RISING BENEFIT | $25,000 | |
| ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION | ||||||||
| RADNOR STATION BUILDING 2 SUITE 320 | RADNOR | PA | 19087 | N/A | PC | IN SUPPORT OF ACCELERATING DRUG DISCOVERY PROGRAM | $75,000 | 290 KING OF PRUSSIA ROAD |
| ATLANTIC SALMON FEDERATION INC | ||||||||
| 377 FIFTH AVENUE | BROOKLYN | NY | 11215 | N/A | PC | THE 38TH ANNUAL NY GALA/VIRTUAL CELEBRATION | $50,000 | |
| ATLANTIC SALMON FEDERATION INC | ||||||||
| 377 FIFTH AVENUE | BROOKLYN | NY | 11215 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BNY MELLON CHARITABLE GIFT FUND | ||||||||
| 201 WASHINGTON STREET MAIL STOP | BOSTON | MA | 02108 | N/A | PC | GENERAL OPERATING SUPPORT | $117,500 | 024-0062 |
| BREAST CANCER EMERGENCY AID FOUNDATION | ||||||||
| 2099 WINGATE BLVD | WELLINGTON | FL | 33414 | N/A | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| BRIDGER SKI FOUNDATION | ||||||||
| PO BOX 1243 | BOZEMAN | MT | 59771 | N/A | PC | IN SUPPORT OF THE SUNSET HILLS PROJECT | $50,000 | |
| C4 RECOVERY FOUNDATION | ||||||||
| 414 RIDGE STREET | ALGONQUIN | IL | 60102 | N/A | PC | IN SUPPORT OF COVID-19 RELIEF EFFORTS | $25,000 | |
| CHRIST MEMORIAL CHAPEL | ||||||||
| 52 SOUTH BEACH ROAD | HOBE SOUND | FL | 33455 | N/A | PC | IN SUPPORT OF THE OUTREACH PROGRAM | $30,000 | |
| CHRIST MEMORIAL CHAPEL | ||||||||
| 52 SOUTH BEACH ROAD | HOBE SOUND | FL | 33455 | N/A | PC | IN SUPPORT OF COVID-19 RELIEF EFFORTS | $50,000 | |
| CIA OFFICERS MEMORIAL FOUNDATION | ||||||||
| 205 VAN BUREN STREET SUITE 450A | HERDON | VA | 20170 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CITY HARVEST INC | ||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CITYMEALS-ON-WHEELS | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CLASP HOMES INC | ||||||||
| 246 POST ROAD EAST | WESTPORT | NY | 06880 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CORNELL UNIVERSITY DBA WEILL CORNELL MEDICAL COLLEGE | ||||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | N/A | PC | IN SUPPORT OF CARDIOTHORACIC SURGERY | $50,000 | |
| DOE FUND INC | ||||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| EAGLEBROOK SCHOOL | ||||||||
| 271 PINE NOOK ROAD PO BOX 7 | DEERFIELD | MA | 01342 | N/A | PC | IN SUPPORT OF TUITION & BOARDING FOR A NEW STUDENT | $66,200 | |
| EARTH UNIVERSITY FOUNDATION | ||||||||
| 151 ELLIS STREET NE FLOOR 1 SUITE | ATLANTA | GA | 30303 | N/A | PC | IN SUPPORT OF THE JMD ENTREPRENEURIAL PROGRAM | $35,000 | 133 |
| EAST HAMPTON FIRE DEPARTMENT | ||||||||
| 1 CEDAR STREET | EAST HAMPTON | NY | 11937 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| EAST HAMPTON FOOD PANTRY INC | ||||||||
| PO BOX 505 | EAST HAMPTON | NY | 11937 | N/A | PC | IN SUPPORT OF THE COVID-19 RELIEF EFFORTS | $15,000 | |
| EAST HAMPTON HEALTHCARE FOUNDATION | ||||||||
| 200 PANTIGO PLACE | EAST HAMPTON | NY | 11937 | N/A | PC | IN SUPPORT OF THE COVID-19 RELIEF EFFORTS | $10,000 | |
| EAST HAMPTON HEALTHCARE FOUNDATION | ||||||||
| 200 PANTIGO PLACE | EAST HAMPTON | NY | 11937 | N/A | PC | IN SUPPORT OF THE EAST HAMPTON SATELLITE EMERGENCY DEPT | $25,000 | |
| EAST HAMPTON HISTORICAL SOCIETY | ||||||||
| 101 MAIN STREET | EAST HAMPTON | NY | 11937 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ELEANOR WHITMORE EARLY CHILDHOOD CENTER | ||||||||
| 2 GINGERBREAD LANE PO BOX 63 | EAST HAMPTON | NY | 11937 | N/A | PC | IN SUPPORT OF THE COVID-19 RELIEF EFFORTS | $10,000 | |
| EVERGLADES FOUNDATION | ||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | N/A | PC | IN HONOR OF JAMEE FIELD - JUPITER ISLAND EVERGLADES FOUNDATION CHAPTER | $25,000 | |
| EVERGLADES FOUNDATION | ||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| FAUQUIER HERITAGE & PRESERVATION FOUNDATION | ||||||||
| PO BOX 594 | MARSHALL | VA | 20116 | N/A | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION | ||||||||
| 6301 SUMMIT BOULEVARD | WEST PALM BEACH | FL | 33415 | N/A | PC | IN SUPPORT OF THE PINE JOG STUDENT ENDOWMENT FUND | $15,000 | |
| FRIENDS OF THE SHENANDOAH RIVER | ||||||||
| 1460 UNIVERSITY DRIVE | WINCHESTER | VA | 22601 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| GEOSENTINEL FOUNDATION INC | ||||||||
| 110 EAST 55TH STREET 16TH FL | NEW YORK | NY | 10022 | N/A | PC | IN SUPPORT OF CORONAVIRUS CLINICAL TRIALS | $200,000 | |
| GRACE EPISCOPAL CHURCH | ||||||||
| PO BOX 32 | THE PLAINS | VA | 20198 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GREAT MEADOW FOUNDATION | ||||||||
| 5089 OLD TAVERN ROAD | THE PLAINS | VA | 20198 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HOBE SOUND COMMUNITY CHEST INC | ||||||||
| PO BOX 511 | HOBE SOUND | FL | 33475 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HOBE SOUND NATURE CENTER | ||||||||
| PO BOX 214 | HOBE SOUND | FL | 33475 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| HOLE IN THE WALL GANG FUND INC | ||||||||
| 555 LONG WARF DRIVE | NEW HAVEN | CT | 06511 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| HOMES WITH HOPE INC | ||||||||
| 49 RICHMOND VILLE AVENUE SUITE 112 | WESTPORT | CT | 06880 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| INSIGHT FOUNDATION | ||||||||
| 1317 THIRD AVENUE 1ST FLOOR | NEW YORK | NY | 10021 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| INTELLIGENCE SQUARED US FOUNDATION | ||||||||
| 150 EAST 52ND STREET 28TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ISLAND DOLPHIN CARE | ||||||||
| 150 LORE LANE PLACE | KEY LARGO | FL | 33037 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JUPITER ISLAND MEDICAL CLINIC | ||||||||
| 100 ESTRADA SQUARE | HOBE SOUND | FL | 33455 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| JUPITER MEDICAL CENTER FOUNDATION | ||||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | N/A | PC | IN SUPPORT OF COVID-19 RELIEF EFFORTS | $30,000 | |
| KENYON COLLEGE | ||||||||
| 105 CHASE AVENUE | GAMBIER | OH | 43022 | N/A | PC | IN SUPPORT OF NEW LIBRARY | $200,000 | |
| LAND CONSERVATION ASSISTANCE NETWORK | ||||||||
| 74 LUNT ROAD SUITE 300-302 | FALMOUTH | ME | 04105 | N/A | PC | IN SUPPORT OF THE USDA NATIONAL RESOURCE CONSERVATION SERVICE | $50,000 | |
| LAUGHLIN MEMORIAL FREE LIBRARY | ||||||||
| 99 ELEVENTH STREET | AMBRIDGE | PA | 15143 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| LUSTGARTEN PANCREATIC CANCER FOUNDATION | ||||||||
| 415 CROSSWAYS PARK DRIVE SUITE D | WOODBURY | NY | 11797 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LYFORD CAY CLUB CHARITABLE TRUST | ||||||||
| PO BOX 2815 | PALM BEACH | FL | 33480 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LYFORD CAY FOUNDATION INC | ||||||||
| 521 FIFTH AVENUE 10TH FLOOR | NEW YORK | NY | 10175 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MARY & ALEXANDER LAUGHLIN CHILDREN'S CENTER | ||||||||
| 424 FREDRICK AVENUE | SEWICKLEY | PA | 15143 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 885 SECOND AVENUE 8TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| MOUNT VERNON LADIES' ASSOCIATION | ||||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NATIONAL GALLERY OF ART | ||||||||
| 2000B SOUTH CLUB DRIVE | LANDOVER | MD | 20785 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NATIONAL MUSEUM OF FOREST SERVICE HISTORY | ||||||||
| PO BOX 2772 | MISSOULA | MT | 59806 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1110 VERMONT AVE NW SUITE 200 | WASHINGTON | DC | 20005 | N/A | PC | IN SUPPORT OF COVID-19 RELIEF EFFORTS | $25,000 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1110 VERMONT AVE NW SUITE 200 | WASHINGTON | DC | 20005 | N/A | PC | IN SUPPORT OF YELLOWSTONE PARK | $75,000 | |
| NATIONAL SPORTING LIBRARY & MUSEUM | ||||||||
| PO BOX 1335 102 THE PLAINS ROAD | MIDDLEBURG | VA | 20118 | N/A | PC | IN SUPPORT OF THE GLO JR. CURATOR POSITION | $100,000 | |
| NEAR AND FAR AID ASSOCIATION IINC | ||||||||
| PO BOX 717 | SOUTHPORT | CT | 06890 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| NEW YORK CITY POLICE FOUNDATION | ||||||||
| 555 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | IN SUPPORT OF COVID-19 EFFORTS | $5,000 | |
| NEW YORK CITY POLICE FOUNDATION | ||||||||
| 555 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | PURCHASE OF AD IN THE 2021 JOURNAL | $5,000 | |
| NORTH YELLOWSTONE EDUCATION FOUNDATION | ||||||||
| PO BOX 1085 | GARDINER | MT | 59030 | N/A | PC | IN SUPPORT OF THE LOCAL SCHOOL DISTRICT | $50,000 | |
| PARK COUNTY COMMUNITY FOUNDATION | ||||||||
| 202 EAST CALLENDER STREET | LIVINGSTON | MT | 59047 | N/A | PC | IN SUPPORT OF THE GIVE A HOOT MATCHING GRANT FUNDRAISER | $10,000 | |
| PINK AID INC | ||||||||
| PO BOX 5157 | WESTPORT | CT | 06881 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PROPERTY & ENVIRONMENT RESEARCH CENTER | ||||||||
| 2048 ANALYSIS DRIVE SUITE A | BOZEMAN | MT | 59718 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| REASON FOUNDATION | ||||||||
| 5737 MESMER AVENUE | LOS ANGELES | CA | 90230 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SCAN-HARBOR INC | ||||||||
| 345 EAST 102 STREET | NEW YORK | NY | 10029 | N/A | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| SMILE TRAIN INC | ||||||||
| 633 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SOUTHAMPTON GARDEN CLUB | ||||||||
| PO BOX 1161 | SOUTHAMPTON | NY | 11969 | N/A | PC | IN SUPPORT OF THE ANN MARTIN CALDER SCHOLARSHIP FUND | $10,000 | |
| SOUTHAMPTON HOSPITAL FOUNDATION | ||||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SPRINGS FOOD PANTRY | ||||||||
| 5 OLD STONE HIGHWAY | EAST HAMPTON | NY | 11937 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| ST LUKE'S EPISCOPAL CHURCH | ||||||||
| 18 JAMES LANE | EAST HAMPTON | NY | 11937 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| TANZANIAN CHILDREN'S FUND INC | ||||||||
| 2 GARDEN STREET | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| TEAK FELLOWSHIP INC | ||||||||
| 16 WEST 22ND STREET 3RD FLOOR | NEW YORK | NY | 10010 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE BYERSCHOOL FOUNDATION | ||||||||
| 1911 ARCH STREET 3F | PHILADELPHIA | PA | 19103 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE CATCH A LIFT FUND | ||||||||
| 2066 YORK ROAD SUITE 250A | TIMONIUM | MD | 21093 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | ||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | IN SUPPORT OF NEUROBLASTOMA RESEARCH | $50,000 | |
| THE COMMIT FOUNDATION | ||||||||
| 3169 SUMMER VIEW LANE | BOZEMAN | MT | 59715 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| THE CONSERVATIVE SYNAGOGUE | ||||||||
| 30 HILLSPOINT ROAD | WESTPORT | CT | 06880 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE DOWNSTREAM PROJECT | ||||||||
| PO BOX 1000 | BERRYVILLE | VA | 22611 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE FIRST TEE OF METROPOLITAN NEW YORK | ||||||||
| 3545 JEROME AVENUE | BRONX | NY | 10467 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THE FOUNDATION FIGHTING BLINDNESS INC | ||||||||
| 80 BROAD STREET SUITE 3301 | NEW YORK | NY | 10004 | N/A | PC | IN SUPPORT OF THE GENE EDITING RESEARCH | $100,000 | |
| THE FOUNDATION FIGHTING BLINDNESS INC | ||||||||
| 80 BROAD STREET SUITE 3301 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE GREEN VALE SCHOOL | ||||||||
| 250 VALENTINES LANE | OLD BROOKVILLE | NY | 11545 | N/A | PC | IN SUPPORT OF THE CAPITAL CAMPAIGN | $150,000 | |
| THE METROPOLITAN OPERA ASSOCIATION | ||||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE WILDERNESS SOCIETY | ||||||||
| 503 WEST MENDENHALL | BOZEMAN | MT | 59715 | N/A | PC | IN SUPPORT OF THE MONTANA GALLATIN RANGE | $25,000 | |
| THEODORE ROOSEVELT CONSERVATION PARTNERSHIP | ||||||||
| 529 14TH STREET NW SUITE 500 | WASHINGTON | DC | 20045 | N/A | PC | IN SUPPORT OF THE MENHADEN CONSERVATION CAMPAIGN | $12,500 | |
| THESSALONICA AGRICULTURAL & INDUSTRIAL INSTITUTE | ||||||||
| 800 THIRD AVENUE SUITE 28 | NEW YORK | NY | 10022 | N/A | PC | IN MEMORY OF ERIBERTO SCOCIMARA | $50,000 | |
| TROUT UNLIMITED (VSPTEL) | ||||||||
| 4431 WEST BABCOCK STREET | BOZEMAN | MT | 59718 | N/A | PC | IN SUPPORT OF TROUT UNLIMITED VETERANS SERVICE PARTNERSHIP | $50,000 | |
| TUCKERNUCK LAND TRUST INC | ||||||||
| PO BOX 1093 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| UNIVERSITY OF MIAMI DEPARTMENT OF NEUROLOGY | ||||||||
| 1120 NW 14TH STREET SUITE 1382 | MIAMI | FL | 33136 | N/A | PC | IN SUPPORT OF DR.BAUMEL'S STEM CELL FTD RESEARCH | $17,500 | |
| UNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE | ||||||||
| 1120 NW 14TH STREET SUITE 1382 | MIAMI | FL | 33136 | N/A | PC | IN SUPPORT OF DR.BAUMEL'S STEM CELL PROGRAM IN ALZHEIMER'S DISEASE | $250,000 | |
| WILD SALMON CENTER | ||||||||
| 721 NW NINTH AVENUE SUITE 300 | PORTLAND | OR | 97209 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WOMEN FOR WOMEN INTERNATIONAL | ||||||||
| PO BOX 9224 | CENTRAL ISLIP | NY | 11722 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| YALE-NEW HAVEN HOSPITAL INC | ||||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | N/A | PC | IN SUPPORT OF THE CINGARI FAMILY BOUTIQUE FUND | $10,000 | |
| YELLOWSTONE PARK FOUNDATION | ||||||||
| 222 EAST MAIN STREET SUITE 301 | BOZEMAN | MT | 59715 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,633,700 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| EARTH UNIVERSITY FOUNDATION | ||||||||
| 151 ELLIS STREET NE FLOOR 1 SUITE | 133 | ATLANTA | GA | 30303 | N/A | PC | IN SUPPORT OF THE JMD ENTREPRENEURIAL PROGRAM | $70,000 |
| EAST HAMPTON HEALTHCARE FOUNDATION | ||||||||
| 200 PANTIGO PLACE | EAST HAMPTON | NY | 11937 | N/A | PC | IN SUPPORT OF THE EAST HAMPTON SATELLITE EMERGENCY DEPT | $75,000 | |
| FRIENDS OF THE SHENANDOAH RIVER | ||||||||
| 1460 UNIVERSITY DRIVE | WINCHESTER | VA | 22601 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 885 SECOND AVENUE 8TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| NATIONAL SPORTING LIBRARY & MUSEUM | ||||||||
| PO BOX 1335 102 THE PLAINS ROAD | MIDDLEBURG | VA | 20118 | N/A | PC | IN SUPPORT OF THE GLO JR. CURATOR POSITION | $50,000 | |
| NATIONAL SPORTING LIBRARY & MUSEUM | ||||||||
| PO BOX 1335 102 THE PLAINS ROAD | MIDDLEBURG | VA | 20118 | N/A | PC | IN SUPPORT OF THE GLO JR. LIBRARIAN POSITION | $50,000 | |
| THE FOUNDATION FIGHTING BLINDNESS INC | ||||||||
| 80 BROAD STREET SUITE 3301 | NEW YORK | NY | 10004 | N/A | PC | IN SUPPORT OF THE GENE EDITING RESEARCH | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $620,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,473 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,101,719 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,753,853 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION PROCEEDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,319 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,882,364 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,882,364 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | $24,985 | $0 | $24,985 |
| DEMASCO SENA & JAHELKA LLP | $16,650 | $0 | $16,650 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION IS MAKING AN ELECTION UNDER SECTION 53.4942(A)-3(D)2 TO TREAT THE CURRENT YEAR DISTRIBUTION AS MADE OUT OF UNDISTRIBUTED INCOME FOR 2013. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (40 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AETNA INC NEW SR UNSECD NT | $526,075 | $526,075 |
| ALLSTATE CORP PFD | $275,700 | $275,700 |
| AMERICAN EXPRESS CO SUB NT | $554,820 | $554,820 |
| AMERICAN HONDA FIN CORP UNSECD MTN | $510,910 | $510,910 |
| AT&T INC COM | $267,600 | $267,600 |
| BANK AMER CORP PFD | $275,500 | $275,500 |
| BANK AMER CORP SR UNSECD MTN | $503,495 | $503,495 |
| BOEING CO COM | $569,955 | $569,955 |
| CITIBANK N A UNSECD SR GBL BK NT | $546,570 | $546,570 |
| COMMONWEALTH EDISON CO SECD 1ST MTG BD | $542,905 | $542,905 |
| JPMORGAN CHASE & CO PFD 6.000% SER EE | $284,800 | $284,800 |
| MORGAN STANLEY UNSECD SR NT | $258,180 | $258,180 |
| ROPER TECHNOLOGIES INC NEW UNSECD SR GBL NT | $561,677 | $561,677 |
| SCHWAB CHARLES CORP NEW UNSECD | $523,780 | $523,780 |
| WELLS FARGO & CO NEW SR UNSECD | $501,690 | $501,690 |
| MARRIOTT INTERNATIONAL | $584,850 | $584,850 |
| NETFLIX INC 4.375% | $554,375 | $554,375 |
| CITIGROUP CAP XIII | $484,500 | $484,500 |
| GOLDMAN SACHS 5.5% PFD | $273,300 | $273,300 |
| METLIFE INC PFD 4.75% SER F | $272,000 | $272,000 |
| TRUIST FINANCIAL 5.25% PFD | $278,200 | $278,200 |
| WELLS FARGO PFD 4.75% SER Z | $264,200 | $264,200 |
| SUNTRUST BK ATLANTA GA | $1,032,870 | $1,032,870 |
| UNITED PARCEL SVC INC | $502,005 | $502,005 |
| TOYOTA MTR CR CORP | $503,695 | $503,695 |
| DEERE JOHN CAP CORP | $510,110 | $510,110 |
| BANK NEW YORK MELLON CORP UNSECD | $511,850 | $511,850 |
| CATERPILLAR FINL SVCS CORP | $515,115 | $515,115 |
| BP CAP MKTS AMER INC | $517,165 | $517,165 |
| ORACLE CORP | $519,715 | $519,715 |
| UNITEDHEALTH GROUP INC UNSECD SR NT | $519,630 | $519,630 |
| PHILIP MORRIS INTL INC | $509,875 | $509,875 |
| JPMORGAN CHASE & CO 2.700% | $525,675 | $525,675 |
| SIMON PPTY GROUP L P | $315,318 | $315,318 |
| COMCAST CORP NEW | $537,875 | $537,875 |
| PFIZER INC UNSECD SR T CALL | $539,405 | $539,405 |
| BB&T CORP | $541,070 | $541,070 |
| TORONTO DOMINION BK UNSECD | $504,160 | $504,160 |
| BANK NOVA SCOTIA B C | $516,335 | $516,335 |
| GLAXOSMITHKLINE CAP PLC UNSECD | $538,740 | $538,740 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (103 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS COM | $656,936 | $656,936 |
| ACCENTURE PLC CL A COM IRELAND | $61,907 | $61,907 |
| ADOBE INC COM | $800,192 | $800,192 |
| AIA GROUP LTD SPONSORED ADR HONG KONG | $76,354 | $76,354 |
| ALCON INC COM SWITZERLAND | $42,821 | $42,821 |
| ALPHABET INC CL A COM | $953,436 | $953,436 |
| ALPHABET INC CL C COM | $1,655,527 | $1,655,527 |
| AMADEUS IT GROUP SA ADS UNSPONSORED ADR SPAIN | $43,215 | $43,215 |
| AMAZON COM INC COM | $1,009,648 | $1,009,648 |
| AMAZON COM INC COM | $1,693,604 | $1,693,604 |
| AMGEN INC COM | $919,680 | $919,680 |
| AMPHENOL CORP NEW CL A | $614,619 | $614,619 |
| APPLE INC COM | $902,292 | $902,292 |
| APPLE INC COM | $2,494,572 | $2,494,572 |
| ASML HOLDINGS NV ADR ISIN USN070592100 NETHERLANDS | $74,133 | $74,133 |
| ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM | $43,635 | $43,635 |
| BOOKING HLDGS INC COM | $334,091 | $334,091 |
| CANADIAN PAC RY LTD COM CANADA | $67,258 | $67,258 |
| CELANESE CORP DEL SER A COM | $493,772 | $493,772 |
| CERNER CORP COM | $329,616 | $329,616 |
| CHEVRON CORP COM | $354,690 | $354,690 |
| CHURCH & DWIGHT INC COM | $1,099,098 | $1,099,098 |
| CISCO SYS INC COM | $480,839 | $480,839 |
| COSTCO WHSL CORP NEW COM | $791,238 | $791,238 |
| CSL LTD ADR AUSTRALIA | $69,488 | $69,488 |
| DANAHER CORP DEL COM | $710,848 | $710,848 |
| DANAHER CORP DEL COM | $1,132,914 | $1,132,914 |
| DISNEY WALT CO COM DISNEY | $543,540 | $543,540 |
| DISNEY WALT CO COM DISNEY | $543,540 | $543,540 |
| DSV AS UNSPONSORED ADR DENMARK | $57,761 | $57,761 |
| EOG RES INC COM | $211,948 | $211,948 |
| EXPERIAN PLC ADR COM JERSEY | $62,558 | $62,558 |
| FACEBOOK INC CL A COM | $737,532 | $737,532 |
| FACEBOOK INC CL A COM | $644,658 | $644,658 |
| FORTIVE CORP COM | $531,150 | $531,150 |
| GOLDMAN SACHS GROUP INC COM | $847,828 | $847,828 |
| HDFC BK LTD ADR REPSTG 3 SHS INDIA | $65,540 | $65,540 |
| HERSHEY CO COM | $304,660 | $304,660 |
| HOME DEPOT INC COM | $788,891 | $788,891 |
| HUNT J B TRANS SVCS INC COM | $512,438 | $512,438 |
| ICON PLC COM ISIN IE0005711209 IRELAND | $23,203 | $23,203 |
| INTERCONTINENTAL EXCHANGE INC COM | $1,152,900 | $1,152,900 |
| JACOBS ENGR GROUP INC DEL COM | $708,240 | $708,240 |
| JOHNSON & JOHNSON COM | $645,258 | $645,258 |
| JOHNSON & JOHNSON COM | $759,044 | $759,044 |
| LULULEMON ATHLETICA INC COM | $49,072 | $49,072 |
| LVMH MOET HENNESSY LOUIS VUITTON ADR FRANCE | $65,637 | $65,637 |
| MASTERCARD INC CL A COM | $1,597,307 | $1,597,307 |
| METTLER TOLEDO INTERNATIONAL COM | $42,168 | $42,168 |
| MICROSOFT CORP COM | $889,680 | $889,680 |
| MICROSOFT CORP COM | $1,870,552 | $1,870,552 |
| NESTLE S A SPONSORED ADR SWITZERLAND | $47,061 | $47,061 |
| PERNOD RICARD S A ADR FRANCE | $33,882 | $33,882 |
| PROGRESSIVE CORP OHIO COM | $781,152 | $781,152 |
| RAYTHEON CO COM NEW | $288,829 | $288,829 |
| RESMED INC COM | $58,241 | $58,241 |
| ROPER TECHNOLOGIES INC COM | $775,962 | $775,962 |
| SALESFORCE COM INC COM | $1,112,650 | $1,112,650 |
| SCHWAB CHARLES CORP NEW COM | $493,272 | $493,272 |
| SHOPIFY INC COM CANADA | $46,410 | $46,410 |
| SMITH & NEPHEW PLC SPDN ADR NEW UNITED KINGDOM | $39,429 | $39,429 |
| STERIS PLC COM IRELAND | $39,424 | $39,424 |
| TAIWAN SEMICONDUCTOR MFG LTD | $97,591 | $97,591 |
| TELADOC HEALTH INC COM | $1,128,774 | $1,128,774 |
| TENCENT HLDGS LTD ADR CAYMAN ISLANDS | $46,407 | $46,407 |
| TJX COS INC NEW COM | $780,896 | $780,896 |
| TRUIST FINL CORP COM | $484,093 | $484,093 |
| UNITEDHEALTH GROUP INC COM | $631,224 | $631,224 |
| VERIZON COMMUNICATIONS INC COM | $473,349 | $473,349 |
| VISA INC UNSECD SR GLBL NT | $524,952 | $524,952 |
| WALMART INC COM | $605,430 | $605,430 |
| XCEL ENERGY INC COM | $380,019 | $380,019 |
| ZOETIS INC CL A COM | $546,150 | $546,150 |
| ZOETIS INC CL A COM | $1,290,900 | $1,290,900 |
| ACTIVISION BLIZZARD | $266,015 | $266,015 |
| COMCAST A COM | $215,364 | $215,364 |
| HILL-ROM HOLDINGS | $396,289 | $396,289 |
| KKR & CO LP | $175,119 | $175,119 |
| SERVICENOW INC | $148,616 | $148,616 |
| OTIS WORLDWIDE CORPORATION | $159,418 | $159,418 |
| PAYPAL HOLDINGS | $156,914 | $156,914 |
| VONTIER CORP | $100,200 | $100,200 |
| ANSYS | $227,375 | $227,375 |
| BOSTON SCIENTIFIC CORP | $420,615 | $420,615 |
| COLGATE-PALMOLIVE CO | $495,958 | $495,958 |
| SALESFORCE.COM | $623,084 | $623,084 |
| DOVER CORP | $656,500 | $656,500 |
| DARDEN RESTAURANTS INC | $595,600 | $595,600 |
| EOG RESOURCES INC | $179,532 | $179,532 |
| MARRIOTT INTL | $448,528 | $448,528 |
| MARVELL TECH GROUP COM | $465,892 | $465,892 |
| NEXTERA ENERGY INC | $617,200 | $617,200 |
| NIKE INC B | $749,791 | $749,791 |
| NVIDIA | $203,658 | $203,658 |
| PROCTER & GAMBLE | $208,710 | $208,710 |
| PNC FINANCIAL | $625,800 | $625,800 |
| TRANE TECHNOLOGIES PLC | $754,832 | $754,832 |
| ADYEN NV | $39,346 | $39,346 |
| AON PLC | $28,733 | $28,733 |
| FERRARI INV | $34,198 | $34,198 |
| LONZA GROUP AG | $45,623 | $45,623 |
| SIKA AG | $40,130 | $40,130 |
| MERCADOLIBRE INC | $98,838 | $98,838 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OVERLOOK PARTNERS FUND 3G INVESTMENTS L.P. | FMV | $1,293,820 | $1,293,820 |
| OVERLOOK PARTNERS FUND L.P. | FMV | $2,650,542 | $2,650,542 |
| VANGUARD SMALL-CAP ETF | FMV | $1,362,760 | $1,362,760 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $5,001 | $0 | $5,001 |
| EXPENSES THROUGH K-1S | $0 | $30,825 | $0 |
| FILING FEES | $1,500 | $0 | $1,500 |
| INSURANCE | $7,694 | $0 | $7,694 |
| DEPOSITORY FEES | $450 | $450 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $7,319 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,319 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,319 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN INVESTMENT UNREALIZED GAIN | Desc |
| Amt | $9,204,993 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NATIXIS ADVISORS | $8,402 | $8,402 | $0 |
| INVERNESS COUNSEL - INVESTMENT MANAGEMENT | $125,705 | $125,705 | $0 |
| U.S. TRUST - INVESTMENT MANAGEMENT AND CUSTODIAN FEES | $176,607 | $176,607 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $50,000 | $0 | $0 |
| FOREIGN WITHHOLDING TAXES | $1,739 | $1,739 | $0 |
| FOREIGN WITHHOLDING TAXES THRU K-1S | $0 | $8,205 | $0 |