JOYCE & IRVING GOLDMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOYCE & IRVING GOLDMAN FAMILY FOUNDATION INC (EIN 13-3216152)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202133159349101783
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T12:18:05-06:00 | 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 | 133216152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE & IRVING GOLDMAN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOYC | BusinessNameControlTxt |
| Phone | 2126244300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 417 FIFTH AVENUE NO 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100162204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LLOYD GOLDMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2126244300 | PhoneNum |
| Signature | 2021-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LLOYD | PersonFirstNm |
| Person Last | GOLDMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2021-11-11 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $197,952,672 | 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 |
| Dividends Rev And Expnss | $1,418,204 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,836,918 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,835,695 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,148,099 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,093,422 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,694,813 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,889 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,948,712 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,927,451 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $286,855 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,686 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $258,169 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $183,669 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,367 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $165,302 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $111,156 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,116 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $100,040 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $34,150 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $34,150 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,941 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,464 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $49,177 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $888,402 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $888,402 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $341,846 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $655,725 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,381 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $649 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $165,840 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $16,584 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $149,256 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,792,176 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,684,396 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,080 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,178,563 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,032,242 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $775,174 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,616,434 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,616,434 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,794,997 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,032,242 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,391,608 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$846,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,895,209 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,174,007 | CashBOYAmt |
| Cash EOY | $1,254,893 | CashEOYAmt |
| Cash EOYFMV | $1,254,893 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,011,496 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $287,128 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $287,128 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $7,940,032 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,902,460 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,902,460 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,582,640 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,397,136 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,397,136 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,113,260 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $789,822 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $789,822 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $156,203,461 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $181,216,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $181,216,650 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $74,236 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $73,509 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,376 | LandBOYAmt |
| Land EOY | $727 | LandEOYAmt |
| Land EOYFMV | $727 | LandEOYFMVAmt |
| Other Assets BOY | $670,047 | OtherAssetsBOYAmt |
| Other Assets EOY | $103,856 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $103,856 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $178,696,319 | TotalAssetsBOYAmt |
| Total Assets EOY | $197,952,672 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $197,952,672 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $178,696,319 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $197,952,672 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $178,696,319 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $197,952,672 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $178,696,319 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $197,952,672 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $178,696,319 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$846,285 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,102,638 | OtherIncreasesAmt |
| Subtotal | $197,952,672 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $197,952,672 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $25,502,364 | $25,537,376 | -$35,012 | -$35,012 | ||
| BROADFIN HEALTHCARE OFFSHORE FUND, LTD. | P | $385,309 | $250,001 | $135,308 | $135,308 | 2018-03-31 | 2020-01-16 |
| BROADFIN HEALTHCARE OFFSHORE FUND, LTD. | P | $490,389 | $349,047 | $141,342 | $141,342 | 2018-03-31 | 2020-03-20 |
| BROADFIN HEALTHCARE OFFSHORE FUND, LTD. | P | $155,957 | $111,006 | $44,951 | $44,951 | 2018-03-31 | 2020-04-06 |
| BROADFIN HEALTHCARE OFFSHORE FUND, LTD. | P | $11,773 | $7,719 | $4,054 | $4,054 | 2018-03-31 | 2020-09-08 |
| GMO QUALITY FUND-VI | P | $600,000 | $618,994 | -$18,994 | -$18,994 | 2017-10-01 | 2020-05-22 |
| LAFAYETTE STREET FUND II, LP | P | $2,126 | $2,126 | $2,126 | 2015-12-31 | 2020-01-15 | |
| MAVERICK LONG, LP | P | $26 | $26 | $26 | 2018-03-29 | 2020-04-20 | |
| MSD SPECIAL INVESTMENTS FUND (CAYMAN), LP | P | $23 | $23 | $23 | 2020-04-27 | 2020-12-31 | |
| PARTNERS CAPITAL HARRIER FUND (C) LTD. | P | $2,500,000 | $1,784,266 | $715,734 | $715,734 | 2009-05-31 | 2020-07-28 |
| WMQS GLOBAL EQUITY ACTIVE EXTENSION OFFSHORE FUND, LTD. | P | $2,076,540 | $2,000,000 | $76,540 | $76,540 | 2018-05-24 | 2020-06-12 |
| THRU ATALAYA ASSET INCOME FUND II, L.P. K-1 | P | -$3,270 | -$3,270 | ||||
| THRU DEERFIELD PRIVATE DESIGN FD III, LP K-1 | P | $10,912 | $10,912 | ||||
| THRU DEERFIELD PRIVATE DESIGN FD IV, LP K-1 | P | -$7,499 | -$7,499 | ||||
| THRU ENERGY TRANSFER LP K-1 | P | -$5 | -$5 | ||||
| THRU ENTERPRISE PRODUCTS PARTNERS, L.P. K-1 | P | -$914 | -$914 | ||||
| THRU GEMSPRING CAPITAL FUND I-A, LP K-1 | P | $1,456,759 | $1,456,759 | ||||
| THRU HIGHVISTA II LIMITED PARTNERSHIP K-1 | P | $2,363,677 | $2,363,677 | ||||
| THRU MPLX LP K-1 | P | $86 | $86 | ||||
| THRU PARTNERS CAP CONDOR FD V (KY), LP K-1 | P | $14,329 | $14,329 | ||||
| THRU PARTNERS CAP CONDOR FD VI (KY), LP K-1 | P | $332,191 | $332,191 | ||||
| THRU PARTNERS CAP CONDOR FD VIII (KY) LP K-1 | P | $93,397 | $93,397 | ||||
| THRU PARTNERS CAP CONDOR FD IX (KY), LP K-1 | P | $129,177 | $129,177 | ||||
| THRU PARTNERS CAP CONDOR FD X (KY), LP K-1 | P | $12,478 | $12,478 | ||||
| THRU PARTNERS CAP CONDOR FD XI (KY) LP K-1 | P | $95,744 | $95,744 | ||||
| THRU PARTNERS CAP CONDOR FD XII (KY) LP K-1 | P | -$330 | -$330 | ||||
| THRU PARTNERS CAP CONDOR FD XIII (KY) LP K-1 | P | -$160 | -$160 | ||||
| THRU PTR CAP MERLIN CO-INV FD I (KY) LP K-1 | P | -$144 | -$144 | ||||
| THRU PARTNERS CAPITAL GREYHAWK FUND, LP K-1 | P | $626,632 | $626,632 | ||||
| THRU PTR CAP OSPREY FD, LP - HALCYON K-1 | P | -$127,556 | -$127,556 | ||||
| THRU PHILLIPS 66 PARTNERS, LP K-1 | P | -$2 | -$2 | ||||
| THRU PLAINS ALL AMERICAN PIPELINE LP K-1 | P | -$1,838 | -$1,838 | ||||
| THRU Q-BLK DIVERSIFIED PORTFOLIO K-1 | P | -$4,343 | -$4,343 | ||||
| THRU RENAISS. INS DIV GLO EQU ONS FD LP K-1 | P | -$296,404 | -$296,404 | ||||
| THRU RIVERSIDE MICRO-CAP FUND IV-A, LP K-1 | P | -$141,174 | -$141,174 | ||||
| THRU FIRST EAGLE GREENWAY FUND II, LLC | P | -$24,913 | -$24,913 | ||||
| THRU WESTERN MIDSTREAM PARTNERS, LP K-1 | P | $167 | $167 | ||||
| THRU GENESIS ENERGY, L.P. K-1 | P | -$2,915 | -$2,915 | ||||
| THRU ARROWSTREET CAP GL ALL CT FD KY LTD K-1 | P | $79,650 | $79,650 | ||||
| CAPITAL GAINS DIVIDENDS | P | $423,592 | $423,592 | $423,592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,093,422 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $81,943 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $81,943 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $81,943 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $244,712 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $244,712 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $162,769 | OverpaymentAmt |
| Applied To ES Tax | $162,769 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://JIGFF.ORG | WebsiteAddressTxt |
| Individual With Books | JANICE HERMANN | IndividualWithBooksNm |
| Phone | 2126244300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 417 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100162204 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| DORIAN GOLDMAN | ||||||||
| 417 FIFTH AVENUE SUITE 400 | NEW YORK | NY | 100162204 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| LLOYD GOLDMAN | ||||||||
| 417 FIFTH AVENUE SUITE 400 | NEW YORK | NY | 100162204 | DIRECTOR, TREASURER | 1.00 | $0 | $0 | $0 |
| KATJA GOLDMAN | ||||||||
| 417 FIFTH AVENUE SUITE 400 | NEW YORK | NY | 100162204 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| BENJAMIN P BINSWANGER | ||||||||
| 417 FIFTH AVENUE SUITE 400 | NEW YORK | NY | 100162204 | EXECUTIVE DIRECTOR | 40.00 | $286,855 | $26,000 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KIT MAN G CHAN | ||||||||
| 417 FIFTH AVENUE SUITE 400 | NEW YORK | NY | 100162204 | RESEARCH ASSOCIATE | 40.00 | $84,400 | $2,140 | $0 |
| PATRICK B JAMES | ||||||||
| 417 FIFTH AVENUE SUITE 400 | NEW YORK | NY | 100162204 | GRANTS ADMINISTRATOR | 40.00 | $56,195 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO INC | |||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 941051905 | INVESTMENT MANAGER | $651,791 |
| SEVEN BRIDGES ADVISORS LLC | |||||
| 9 WEST 57TH STREET 29TH FLOOR | NEW YORK | NY | 100192701 | INVESTMENT MANAGER | $128,746 |
| HAWTHORN | |||||
| 1600 MARKET STREET | PHILADELPHIA | PA | 191037240 | INVESTMENT MANAGER | $77,471 |
| PKF O'CONNOR DAVIES LLP | |||||
| 500 MAMARONECK AVENUE SUITE 301 | NEW YORK | NY | 105281633 | TAX PREPARATION AND COMPLIANCE | $59,941 |
| 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 | $31,791,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,641,580 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $146,731,903 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $180,164,573 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $180,164,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,702,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $177,462,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,873,105 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,873,105 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $81,943 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $410,596 | IncomeTaxAmt |
| Total Tax | $492,539 | TotalTaxAmt |
| Distributable Before Adj | $8,380,566 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,380,566 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,380,566 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,391,608 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,391,608 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,391,608 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,380,566 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,012,561 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,391,608 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,012,561 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,379,047 | 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 | $5,001,519 | 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 (152 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 18DOORS | |||||||||||||
| 190 NORTH MAIN STREET SUITE 203 | NATICK | MA | 01760 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | ||||||
| 2164 | |||||||||||||
| 445 PARK AVENUE SUITE 16A | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT AND PROJECT SUPPORT | $15,000 | ||||||
| 2164 | |||||||||||||
| 445 PARK AVENUE SUITE 16A | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | ||||||
| 92ND STREET Y 92Y | |||||||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| 92ND STREET Y 92Y | |||||||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | N/A | PC | EVENT SUPPORT | $5,000 | ||||||
| ADVANCEMENT PROJECT | |||||||||||||
| 1910 W SUNSET BLVD STE 500 | LOS ANGELES | CA | 90026 | N/A | PC | PROJECT SUPPORT | $10,000 | ||||||
| ADVANCEMENT PROJECT | |||||||||||||
| 1910 W SUNSET BLVD STE 500 | LOS ANGELES | CA | 90026 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 | ||||||
| AJC | |||||||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $400,000 | ||||||
| AJC | |||||||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT AND EVENT SUPPORT | $200,000 | ||||||
| ALL FOR THE EAST END | |||||||||||||
| PO BOX 2183 | BRIDGEHAMPTON | NY | 11932 | N/A | PC | PROJECT SUPPORT | $19,000 | ||||||
| ALL OUR KIN | |||||||||||||
| PO BOX 8477 | NEW HAVEN | CT | 06530 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | ||||||
| ALLIANCE FOR YOUTH ORGANIZING | |||||||||||||
| 915 5TH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| AMBER WAVES FARM | |||||||||||||
| 375 MAIN STREET | AMAGANSETT | NY | 11930 | N/A | PC | PROJECT SUPPORT | $32,500 | ||||||
| AMERICAN ASSOCIATES OF BEN-GURION UNIVERSITY OF THE NEGEV | |||||||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | N/A | PC | PROJECT SUPPORT | $400,000 | FLOOR | |||||
| AMERICAN BALLET THEATRE | |||||||||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | N/A | PC | PROJECT SUPPORT | $50,000 | ||||||
| AMERICAN CIVIL LIBERTIES UNION | |||||||||||||
| C/O GIFT PROCESSING DEPARTMENT 125 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | BROAD STREET 18TH FLOOR | |||||
| AMERICAN FARMLAND TRUST | |||||||||||||
| NEW YORK STATE OFFICE 112 SPRING | SARATOGA SPRINGS | NY | 12866 | N/A | PC | GENERAL OPERATING SUPPORT | $110,000 | STREET SUITE 207 | |||||
| AMERICAN FARMLAND TRUST | |||||||||||||
| NEW YORK STATE OFFICE 112 SPRING | SARATOGA SPRINGS | NY | 12866 | N/A | PC | PROJECT SUPPORT | $30,000 | STREET SUITE 207 | |||||
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||||||||
| NATIONAL OFFICE 39 BROADWAY SUITE | NEW YORK | NY | 10006 | N/A | PC | PROJECT SUPPORT | $10,000 | 1510 | |||||
| ANTI-DEFAMATION LEAGUE | |||||||||||||
| 605 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10158 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 | ||||||
| ARNOLD P GOLD FOUNDATION | |||||||||||||
| 619 E PALISADE AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | N/A | PC | PROJECT SUPPORT | $25,000 | ||||||
| ARNOLD P GOLD FOUNDATION | |||||||||||||
| 619 E PALISADE AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 | ||||||
| ASSOCIATION TO BENEFIT CHILDREN (ABC) | |||||||||||||
| 419 EAST 86TH STREET | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| ATLANTIC COUNCIL | |||||||||||||
| 1030 15TH STREET NW 12TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| AVODAH | |||||||||||||
| 125 MAIDEN LANE 8B | NEW YORK | NY | 10038 | N/A | PC | PROJECT SUPPORT | $50,000 | ||||||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | PROJECT SUPPORT | $30,000 | ||||||
| BORIS HENSON FOUNDATION INC | |||||||||||||
| 2049 CENTURY PARK E STE 1400 | LOS ANGELES | CA | 90067 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| BRIDGEHAMPTON CHILD CARE AND RECREATIONAL CENTER | |||||||||||||
| 551 SAG HARBOR TURNPIKE | BRIDGEHAMPTON | NY | 11932 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| BROAD INSTITUTE | |||||||||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | N/A | PC | PROJECT SUPPORT | $6,500 | ||||||
| BROAD INSTITUTE | |||||||||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| BROADWAY HOUSING COMMUNITIES | |||||||||||||
| 898 ST NICHOLAS AVENUE 9TH FLOOR | NEW YORK | NY | 10032 | N/A | PC | PROJECT SUPPORT | $25,000 | ||||||
| BROOKLYN KINDERGARTEN SOCIETY | |||||||||||||
| 25 CHAPEL ST STE 900 | BROOKLYN | NY | 11201 | N/A | PC | PROJECT SUPPORT | $25,000 | ||||||
| BROOKLYN KINDERGARTEN SOCIETY | |||||||||||||
| 25 CHAPEL ST STE 900 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| BROOKLYN WORKFORCE INNOVATIONS | |||||||||||||
| 621 DEGRAW STREET | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | ||||||
| BVM CAPACITY BUILDING INSTITUTE INC | |||||||||||||
| 3645 MARKETPLACE BLVD STE 130 209 | EAST POINT | GA | 30344 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| CHALLAH FOR HUNGER | |||||||||||||
| 1900 MARKET STREET 8TH FLOOR | PHILADELPHIA | PA | 19103 | N/A | PC | PROJECT SUPPORT | $35,000 | ||||||
| CHEMOTHERAPY FOUNDATION | |||||||||||||
| 176 EAST 77TH STREET 10D | NEW YORK | NY | 10075 | N/A | PC | PROJECT SUPPORT | $25,000 | ||||||
| CITY HARVEST | |||||||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $29,000 | ||||||
| CITYLAX | |||||||||||||
| 65 WEST 89TH STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 | ||||||
| CITYMEALS-ON-WHEELS | |||||||||||||
| 355 LEXINGTON AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | ||||||
| CIVIL EATS | |||||||||||||
| 502 E COTATI AVE UNIT 7014 | COTATI | CA | 94931 | N/A | PC | PROJECT SUPPORT | $12,500 | ||||||
| COMMON MARKET PHILADELPHIA INC | |||||||||||||
| 428 EAST ERIE AVENUE | PHILADELPHIA | PA | 19134 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| COMMON MARKET PHILADELPHIA INC | |||||||||||||
| 428 EAST ERIE AVENUE | PHILADELPHIA | PA | 19134 | N/A | PC | PROJECT SUPPORT | $4,000 | ||||||
| COMMUNITY FOOD FUNDERS | |||||||||||||
| C/O NORTH STAR FUND 520 8TH AVENUE | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | SUITE 1800 | |||||
| CONGREGATION B'NAI JESHURUN | |||||||||||||
| 270 W 89TH STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL OPERATING SUPPORT | $215,000 | ||||||
| CONSERVATION INTERNATIONAL | |||||||||||||
| 2011 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| DOROT | |||||||||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | ||||||
| EARTHJUSTICE | |||||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| EAST HAMPTON FOOD PANTRY | |||||||||||||
| 159 PANTIGO ROAD | EAST HAMPTON | NY | 11937 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| EDUCATIONAL ALLIANCE | |||||||||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10002 | N/A | PC | PROJECT SUPPORT | $30,000 | ||||||
| FARM FRESH RHODE ISLAND | |||||||||||||
| 1005 MAIN ST UNIT 8130 | PAWTUCKET | RI | 02860 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| FERN | |||||||||||||
| 576 FIFTH AVENUE SUITE 903 | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| FOOD BANK OF THE HUDSON VALLEY | |||||||||||||
| 195 HUDSON STREET | CORNWALL ON HUDSON | NY | 12520 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| FOODCORPS | |||||||||||||
| 1140 SE 7TH AVE SUITE 110 | PORTLAND | OR | 97214 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | ||||||
| FOOTSTEPS | |||||||||||||
| 114 JOHN STREET 930 | NEW YORK | NY | 10272 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | ||||||
| FOUNDATION FOR SOCIAL IMPACT | |||||||||||||
| PO BOX 165657 | LITTLE ROCK | AR | 72216 | N/A | PC | PROJECT SUPPORT | $10,000 | ||||||
| FREEDOM FOR IMMIGRANTS | |||||||||||||
| 1322 WEBSTER STREET STE 300 | OAKLAND | CA | 94612 | N/A | PC | PROJECT SUPPORT | $12,500 | ||||||
| FRRC | |||||||||||||
| PO BOX 618147 | ORLANDO | FL | 32861 | N/A | PC | PROJECT SUPPORT | $2,000 | ||||||
| GIVING ALTERNATIVE LEARNERS UPLIFTING OPPORTUNITIES INC | |||||||||||||
| 8803 70TH ROAD | FOREST HILLS | NY | 11375 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| GLYNWOOD | |||||||||||||
| 362 GLYNWOOD RD PO BOX 157 | COLD SPRING | NY | 10516 | N/A | PC | PROJECT SUPPORT | $50,000 | ||||||
| GRACE INSTITUTE OF NEW YORK INC | |||||||||||||
| 40 RECTOR ST 14TH FLOOR | NEW YORK | NY | 10272 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| GROWNYC | |||||||||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | ||||||
| HARLEM LACROSSE | |||||||||||||
| PO BOX 708 | NEW YORK | NY | 10030 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| HAWTHORNE VALLEY ASSOCIATION INC | |||||||||||||
| 327 COUNTY ROUTE 21C | GHENT | NY | 12075 | N/A | PC | PROJECT SUPPORT | $20,000 | ||||||
| HAZON | |||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $90,000 | ||||||
| HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION | |||||||||||||
| 1 WEST 4TH STREET | NEW YORK | NY | 10012 | N/A | PC | PROJECT SUPPORT | $150,000 | ||||||
| HIDE AND SEEK FOUNDATION FOR LYSOSOMAL DISEASE RESEARCH | |||||||||||||
| 6475 E PACIFIC COAST HIGHWAY NO 4 | LONG BEACH | CA | 90803 | N/A | PC | GENERAL OPERATING SUPPORT | $18,000 | ||||||
| HORACE GREELEY SCHOLARSHIP FUND | |||||||||||||
| PO BOX 242 | CHAPPAQUA | NY | 10514 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| HOT BREAD KITCHEN | |||||||||||||
| 630 FLUSHING AVENUE | BROOKLYN | NY | 11206 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| IJS | |||||||||||||
| 121 WEST 27TH STREET SUITE 404 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT AND PROJECT SUPPORT | $50,000 | ||||||
| IJS | |||||||||||||
| 121 WEST 27TH STREET SUITE 404 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | ||||||
| INNOVATION AFRICA | |||||||||||||
| 520 8TH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| JEWISH FARMER NETWORK | |||||||||||||
| 20 KIRSTEIN ROAD | FAIRVIEW | NC | 28730 | N/A | PC | PROJECT SUPPORT | $12,000 | ||||||
| JEWISH FUNDERS NETWORK | |||||||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $8,000 | ||||||
| JEWISH MUSEUM | |||||||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| KINGSBRIDGE HEIGHTS COMMUNITY CENTER INC | |||||||||||||
| 3101 KINGSBRIDGE TERRACE | BRONX | NY | 10463 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 | ||||||
| KUCETEKELA FOUNDATION | |||||||||||||
| 1220 PARK AVENUE SUITE 1B | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||||
| LEE THOMPSON YOUNG FOUNDATION | |||||||||||||
| 3000 OLD ALABAMA ROAD SUITE 119-306 | ALPHARETTA | GA | 30022 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| LIFT - NEW YORK | |||||||||||||
| 1620 I STREET NW SUITE 820 | WASHINGTON | DC | 20006 | N/A | PC | PROJECT SUPPORT | $10,000 | ||||||
| LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERVICE INC | |||||||||||||
| 333 EAST 115TH STREET | NEW YORK | NY | 10029 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| LONGHOUSE RESERVE | |||||||||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| LONGHOUSE RESERVE | |||||||||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | N/A | PC | PROJECT SUPPORT | $56,000 | ||||||
| MAKE THE ROAD NEW YORK | |||||||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | N/A | PC | GENERAL OPERATING SUPPORT | $65,000 | ||||||
| MARLENE MEYERSON JCC MANHATTAN | |||||||||||||
| 334 AMSTERDAM AVENUE 8TH FLOOR | NEW YORK | NY | 10023 | N/A | PC | PROJECT SUPPORT | $400,000 | ||||||
| MARLENE MEYERSON JCC MANHATTAN | |||||||||||||
| 334 AMSTERDAM AVENUE 8TH FLOOR | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | ||||||
| METROPOLITAN NEW YORK COORDINATING COUNCIL ON JEWISH POVERTY | |||||||||||||
| 77 WATER STREET 26TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | PROJECT SUPPORT | $36,000 | ||||||
| MOISHE HOUSE | |||||||||||||
| 5802 MONROE ROAD | CHARLOTTE | NC | 28212 | N/A | PC | GENERAL OPERATING SUPPORT | $138,334 | ||||||
| MOMENT MAGAZINE | |||||||||||||
| 4115 WISCONSIN AVENUE NW SUITE LL10 | WASHINGTON | DC | 20016 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| MOMENT MAGAZINE | |||||||||||||
| 4115 WISCONSIN AVENUE NW SUITE LL10 | WASHINGTON | DC | 20016 | N/A | PC | PROJECT SUPPORT | $10,000 | ||||||
| MOMENT MAGAZINE | |||||||||||||
| 4115 WISCONSIN AVENUE NW SUITE LL10 | WASHINGTON | DC | 20016 | N/A | PC | EVENT SUPPORT | $15,000 | ||||||
| MOMENT MAGAZINE | |||||||||||||
| 4115 WISCONSIN AVENUE NW SUITE LL10 | WASHINGTON | DC | 20016 | N/A | PC | GENERAL OPERATING SUPPORT AND PROJECT SUPPORT | $75,000 | ||||||
| MONTEFIORE MEDICAL CENTER | |||||||||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | N/A | PC | PROJECT SUPPORT | $25,000 | ||||||
| MONTEFIORE MEDICAL CENTER | |||||||||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | ||||||
| MUSEUM OF ARTS AND DESIGN | |||||||||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| NATIONAL BREAST CANCER COALITION FUND | |||||||||||||
| 2001 L STREET NW SUITE 500 PMB | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | 50111 | |||||
| NATIONAL BREAST CANCER COALITION FUND | |||||||||||||
| 2001 L STREET NW SUITE 500 PMB | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT AND PROJECT SUPPORT | $300,000 | 50111 | |||||
| NATIONAL CENTER FOR LEARNING DISABILITIES | |||||||||||||
| 1220 L STREET NW STE 100 168 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| NATIONAL YOUNG FARMERS COALITION | |||||||||||||
| PO BOX 1074 | HUDSON | NY | 12534 | N/A | PC | GENERAL OPERATING SUPPORT | $110,000 | ||||||
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING SUPPORT | $24,500 | ||||||
| NATURE CONSERVANCY | |||||||||||||
| NEW YORK CITY OFFICE 322 EIGHTH | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | AVENUE 16TH FLOOR | |||||
| NEW VENTURE FUND | |||||||||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | PROJECT SUPPORT | $87,000 | ||||||
| NEW YORK BLOOD CENTER INC | |||||||||||||
| 310 E 67TH STREET | NEW YORK | NY | 10065 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| NEW YORK STEM CELL FOUNDATION | |||||||||||||
| 619 WEST 54TH STREET 3RD FLOOR | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| NORTHWELL HEALTH FOUNDATION (FORMERLY NORTH SHORE LIJ) | |||||||||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | N/A | PC | GENERAL OPERATING SUPPORT | $350,000 | ||||||
| ONETABLE | |||||||||||||
| 79 MADISON AVE 8TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| PECONIC LAND TRUST | |||||||||||||
| 296 HAMPTON ROAD PO BOX 1776 | SOUTHAMPTON | NY | 11969 | N/A | PC | PROJECT SUPPORT | $150,000 | ||||||
| PECONIC LAND TRUST | |||||||||||||
| 296 HAMPTON ROAD PO BOX 1776 | SOUTHAMPTON | NY | 11969 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| PHILANTHROPY NEW YORK | |||||||||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $15,100 | ||||||
| PHIPPS NEIGHBORHOODS | |||||||||||||
| 902 BROADWAY 13TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | |||||||||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| PLANNED PARENTHOOD OF GREATER NEW YORK | |||||||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| PLANNED PARENTHOOD | |||||||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| PROJECT RENEWAL | |||||||||||||
| 200 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10014 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| PROJECT RENEWAL | |||||||||||||
| 200 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10014 | N/A | PC | PROJECT SUPPORT | $25,000 | ||||||
| PROSECUTOR IMPACT | |||||||||||||
| 50 MILK STREET FL 16 | BOSTON | MA | 02109 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| REBOOT | |||||||||||||
| 734 LONGMEADOW STREET UNIT 103 | LONGMEADOW | MA | 01106 | N/A | PC | PROJECT SUPPORT | $150,000 | ||||||
| REGISTER2VOTE FUND | |||||||||||||
| C/O MELE BRENGARTH ASSOCIATES LLC | WASHINGTON | DC | 20003 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | PO BOX 15845 | |||||
| RETHINK FOOD NYC | |||||||||||||
| 63 FLUSHING AVENUE BLDG 58 SUITE 1B | BROOKLYN | NY | 11205 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | ||||||
| RHODE ISLAND SCHOOL OF DESIGN | |||||||||||||
| INSTITUTIONAL ENGAGEMENT TWO | PROVIDENCE | RI | 02903 | N/A | PC | PROJECT SUPPORT | $10,000 | COLLEGE STREET | |||||
| SAFE PASSAGE PROJECT | |||||||||||||
| 185 WEST BROADWAY | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| SANCTUARY FOR FAMILIES INC | |||||||||||||
| PO BOX 1406 | NEW YORK | NY | 10268 | N/A | PC | PROJECT SUPPORT | $4,000 | ||||||
| SEARCH FOR COMMON GROUND | |||||||||||||
| 1730 RHODE ISLAND AVENUE NW SUITE | WASHINGTON | DC | 20026 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | 1101 | |||||
| SLINGSHOT | |||||||||||||
| 445 PARK AVENUE SUITE 16A | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| SLINGSHOT | |||||||||||||
| 445 PARK AVENUE SUITE 16A | NEW YORK | NY | 10022 | N/A | PC | PROJECT SUPPORT | $3,000 | ||||||
| SOUTHERN POVERTY LAW CENTER | |||||||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| STONE BARNS CENTER FOR FOOD AND AGRICULTURE | |||||||||||||
| 630 BEDFORD ROAD | POCANTICO HILLS | NY | 10591 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| STORAHTELLING LABSHUL | |||||||||||||
| 131 VARICK STREET SUITE 921 | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| STORAHTELLING LABSHUL | |||||||||||||
| 131 VARICK STREET SUITE 921 | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPPORT AND PROJECT SUPPORT | $30,000 | ||||||
| SUNRISE ISRAEL | |||||||||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | N/A | PC | EVENT SUPPORT | $5,000 | ||||||
| SYNERGOS INSTITUTE | |||||||||||||
| 3 EAST 54TH STREET 14TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| THE BRICK CHURCH SCHOOL | |||||||||||||
| 62 E 92ND STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| THE BROTHERHOODSISTER SOL | |||||||||||||
| 512 W 143RD STREET | NEW YORK | NY | 10031 | N/A | PC | PROJECT SUPPORT | $20,000 | ||||||
| THE CARROT PROJECT | |||||||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | N/A | PC | PROJECT SUPPORT | $37,500 | ||||||
| THE CORBIN HILL FOOD PROJECT INC | |||||||||||||
| 475 RIVERSIDE DRIVE SUITE 243 | NEW YORK | NY | 10034 | N/A | PC | GENERAL OPERATING SUPPORT AND PROJECT SUPPORT | $59,000 | ||||||
| THE HOPE PROGRAM | |||||||||||||
| 1 SMITH STREET 4TH FLOOR | BROOKLYN | NY | 11201 | N/A | PC | PROJECT SUPPORT | $25,000 | ||||||
| THE INHEIRITANCE PROJECT | |||||||||||||
| 352 W 117TH ST APT 5E | NEW YORK | NY | 10026 | N/A | PC | PROJECT SUPPORT | $14,500 | ||||||
| TRYBAL GATHERINGS INC | |||||||||||||
| 1867 BEACON ST 2 | BROOKLINE | MA | 02445 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | ||||||
| UJA FEDERATION OF NEW YORK | |||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | N/A | PC | EVENT SUPPORT | $100,000 | ||||||
| UNLOCAL INC | |||||||||||||
| 45 W 29TH STREET SUITE 203 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| UPSTART | |||||||||||||
| 1111 BROADWAY 3RD FLOOR | OAKLAND | CA | 94607 | N/A | PC | PROJECT SUPPORT | $125,000 | ||||||
| URBAN SCHOOL FOOD ALLIANCE | |||||||||||||
| ROMANO AND ASSOCIATES 1 PENN PLAZA | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | 6139 | |||||
| URBAN UPBOUND | |||||||||||||
| 1211 40TH AVE | LONG ISLAND CITY | NY | 11101 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||||||||
| GEPHARDT INSTITUTE FOR CIVIC COMM | ST LOUIS | MO | 63130 | N/A | PC | PROJECT SUPPORT | $105,000 | CAMPUS BOX 1059 ONE BROOKINGS DRIVE | |||||
| WE ACT FOR ENVIRONMENTAL JUSTICE | |||||||||||||
| 1854 AMSTERDAM AVENUE 2ND FLOOR | NEW YORK | NY | 10031 | N/A | PC | GENERAL OPERATING SUPPORT | $24,500 | ||||||
| WEST SIDE CAMPAIGN AGAINST HUNGER | |||||||||||||
| 263 W 86TH STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| WEST TORONTO KEYS TO INCLUSION | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | 179 GEOFFREY STREET | TORONTO | ONTARIO | CA | M6R1P6 | |||||
| WESTERN STATES CENTER INC | |||||||||||||
| 506 SW 6TH AVENUE SUITE 302 | PORTLAND | OR | 97204 | N/A | PC | PROJECT SUPPORT | $50,000 | ||||||
| WHITNEY MUSEUM OF AMERICAN ART | |||||||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | N/A | PC | PROJECT SUPPORT | $12,500 | ||||||
| WILDERNESS TORAH | |||||||||||||
| 2222 HAROLD WAY SUITE CW508 | BERKELEY | CA | 94704 | N/A | PC | PROJECT SUPPORT | $20,000 | ||||||
| WORLD LEARNING - EXPERIMENT IN INTERNATIONAL LIVING | |||||||||||||
| 1015 15TH ST NW SUITE 950 | WASHINGTON | DC | 20005 | N/A | PC | PROJECT SUPPORT | $15,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,616,434 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AJC | ||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $725,000 | |
| AMERICAN ASSOCIATES OF BEN-GURION UNIVERSITY OF THE NEGEV | ||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | N/A | PC | PROJECT SUPPORT | $6,310,000 | FLOOR |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10158 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000,000 | |
| FOOTSTEPS | ||||||||
| 114 JOHN STREET 930 | NEW YORK | NY | 10272 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| IJS | ||||||||
| 121 WEST 27TH STREET SUITE 404 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| MOMENT MAGAZINE | ||||||||
| 4115 WISCONSIN AVENUE NW SUITE LL10 | WASHINGTON | DC | 20016 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| NATIONAL BREAST CANCER COALITION FUND | ||||||||
| 2001 L STREET NW SUITE 500 PMB | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $900,000 | 50111 |
| NATIONAL COALITION BUILDING INSTITUTE | ||||||||
| 8403 COLESVILLE ROAD SUITE 1100 | SILVER SPRING | MD | 20910 | N/A | PC | PROJECT SUPPORT | $49,500 | |
| REBOOT | ||||||||
| 734 LONGMEADOW STREET UNIT 103 | LONGMEADOW | MA | 01106 | N/A | PC | PROJECT SUPPORT | $150,000 | |
| SLINGSHOT | ||||||||
| 445 PARK AVENUE SUITE 16A | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WILDERNESS TORAH | ||||||||
| 2222 HAROLD WAY SUITE CW508 | BERKELEY | CA | 94704 | N/A | PC | PROJECT SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,599,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $123,458 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,294,746 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,375,393 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,078,065 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $126,948 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,708,747 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL UBI TAX REFUND | 01 | $230,664 |
| FEDERAL UBI TAX REFUND INTEREST | 01 | $7,126 |
| NEW YORK FORM CT-13 REFUND | 01 | $3,155 |
| NEW YORK FORM CT-13 REFUND INTEREST | 01 | $410 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,625,799 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,322,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,948,712 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION AND COMPLIANCE | CategoryTxt |
| Amt | $59,941 | Amt |
| Net Investment Income | $5,464 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $49,177 | DisbursementsCharitablePrpsAmt |
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 2015.SEE ATTACHMENT C FOR FURTHER DETAIL. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COLGATE-PALMOLIVE CO SER MTN UNSC 03/15/2024 3.250% 150,000.000 QUANTITY | $163,559 | $163,559 |
| IBM CORP UNSC 08/01/2023 3.375% 125,000.000 QUANTITY | $135,049 | $135,049 |
| JOHNSON & JOHNSON 03/01/2026 2.450% 150,000.000 QUANTITY | $163,181 | $163,181 |
| MASSACHUSETTS INST TECHNOLOGY MED TERM NT 11/02/2026 7.125% 125,000 QUANTITY | $166,769 | $166,769 |
| PROTER & GAMBLE CO/THE SNTS 08/15/2023 3.100% 150,000.000 QUANTITY | $161,264 | $161,264 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD (ABLZF) 4,581.000 SHARES | $129,642 | $129,642 |
| ALEXION PHARMACEUTICALS, INC. (ALXN) 1,040.000 SHARES | $162,490 | $162,490 |
| ALTICE USA, INC. (ATUS) 3,563.000 SHARES | $134,931 | $134,931 |
| AMAZON.COM, INC. (AMZN) 96.000 SHARES | $312,665 | $312,665 |
| ANTERO MIDSTREAM CORPORATION (AM) 11,475.000 SHARES | $88,472 | $88,472 |
| BAYER AKTIENGESELLSCHAFT (BAYZF) 2,172.000 SHARES | $128,257 | $128,257 |
| BOSTON SCIENTIFIC CORPORATION (BSX) 3,654.000 SHARES | $131,360 | $131,360 |
| CBRE GROUP, INC. (CBRE) 1,874.000 SHARES | $117,537 | $117,537 |
| CENTENE CORPORATION (CNC) 1,909.000 SHARES | $114,597 | $114,597 |
| CHARTER COMMUNICATIONS, INC. (CHTR) 444.000 SHARES | $293,728 | $293,728 |
| CHENIERE ENERGY, INC. (LNG) 225.000 SHARES | $13,507 | $13,507 |
| CITIGROUP INC. (C) 5,132.000 SHARES | $316,439 | $316,439 |
| COMCAST CORPORATION (CMCSA) 2,398.000 SHARES | $125,655 | $125,655 |
| CSX CORPORATION (CSX) 1,352.000 SHARES | $122,694 | $122,694 |
| DAI-ICHI LIFE HOLDINGS, INC. (DCNSF) 7,700.000 SHARES | $115,742 | $115,742 |
| DIAGEO PLC (DGEAF) 7,570.000 SHARES | $299,776 | $299,776 |
| ENBRIDGE INC. (ENB) 825.000 SHARES | $26,392 | $26,392 |
| ENLINK MIDSTREAM, LLC (ENLC) 27,600.000 SHARES | $102,396 | $102,396 |
| EXPEDIA GROUP, INC. (EXPE) 979.000 SHARES | $129,620 | $129,620 |
| EXPERIAN PLC (EXPGF) 8,027.000 SHARES | $304,813 | $304,813 |
| FACEBOOK, INC. (FB) 436.000 SHARES | $118,825 | $118,825 |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. (FIS) 823.000 SHARES | $116,421 | $116,421 |
| FOX CORPORATION (FOXA) 5,874.000 SHARES | $171,050 | $171,050 |
| GUIDEWIRE SOFTWARE, INC. (GWRE) 2,351.000 SHARES | $302,645 | $302,645 |
| INCYTE CORPORATION (INCY) 1,498.000 SHARES | $130,296 | $130,296 |
| INDUSTRIA DE DISEO TEXTIL, S.A. (IDEXF) 5,310.000 SHARES | $168,934 | $168,934 |
| JD.COM, INC. (JD) 1,511.000 SHARES | $132,817 | $132,817 |
| KINDER MORGAN, INC. (KMI) 9,025.000 SHARES | $123,372 | $123,372 |
| KKR & CO. INC. (KKR) 7,467.000 SHARES | $302,339 | $302,339 |
| LINDE PLC (LIN) 497.000 SHARES | $130,964 | $130,964 |
| LKQ CORPORATION (LKQ) 4,728.000 SHARES | $166,615 | $166,615 |
| LONZA GROUP LTD (LZAGF) 280.000 SHARES | $179,326 | $179,326 |
| LORAL S.A. (LRLCF) 336.000 SHARES | $127,585 | $127,585 |
| MICROSOFT CORPORATION (MSFT) 1,383.000 SHARES | $307,607 | $307,607 |
| MORGAN STANLEY (MS) 4,664.000 SHARES | $319,624 | $319,624 |
| NESTL S.A. (NSRGF) 1,558.000 SHARES | $188,923 | $188,923 |
| NINTENDO CO., LTD. (NTDOF) 300.000 SHARES | $195,600 | $195,600 |
| NORDEA BANK ABP (NBNKF) 14,275.000 SHARES | $14,275 | $14,275 |
| NOVARTIS AG (NVSEF) 1,909.000 SHARES | $179,160 | $179,160 |
| OLYMPUS CORPORATION (OCPNF) 5,900.000 SHARES | $128,943 | $128,943 |
| PAYPAL HOLDINGS, INC. (PYPL) 573.000 SHARES | $134,196 | $134,196 |
| PLAINS GP HOLDINGS, L.P. (PAGP) 17,900.000 SHARES | $151,255 | $151,255 |
| RICOH COMPANY, LTD. (RICOF) 17,300.000 SHARES | $111,758 | $111,758 |
| SALESFORCE.COM, INC. (CRM) 544.000 SHARES | $121,056 | $121,056 |
| SAP SE (SAPGF) 2,412.000 SHARES | $313,440 | $313,440 |
| SEAGATE TECHNOLOGY PLC (STX) 4,658.000 SHARES | $289,541 | $289,541 |
| SEAGEN INC. (SGEN) 677.000 SHARES | $118,570 | $118,570 |
| SERVICENOW, INC. (NOW) 231.000 SHARES | $127,149 | $127,149 |
| TARGA RESOURCES CORP. (TRGP) 9,825.000 SHARES | $259,184 | $259,184 |
| TC ENERGY CORPORATION (TRP) 575.000 SHARES | $23,414 | $23,414 |
| TELEFONAKTIEBOLAGET LM ERICSSON (PUBL) (ERIXF) 9,899.000 SHARES | $117,956 | $117,956 |
| THE WILLIAMS COMPANIES, INC. (WMB) 6,125.000 SHARES | $122,806 | $122,806 |
| TOSHIBA CORPORATION (TOSBF) 4,100.000 SHARES | $114,185 | $114,185 |
| TRANSDIGM GROUP INCORPORATED (TDG) 497.000 SHARES | $307,569 | $307,569 |
| UNITED AIRLINES HOLDINGS, INC. (UAL) 2,528.000 SHARES | $109,335 | $109,335 |
| VISA INC. (V) 819.000 SHARES | $179,140 | $179,140 |
| W. R. GRACE & CO. (GRA) 2,199.000 SHARES | $120,548 | $120,548 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $630,227 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $630,227 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $4,272,233 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,272,233 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (75 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AKO EUROPEAN LONG-ONLY FUND LIMITED | FMV | $1,960,246 | $1,960,246 |
| ALLY BANK INSTL CTF OF DEPOSIT 01/24/2022 2.900% 225,000.000 QUANTITY | FMV | $231,813 | $231,813 |
| ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED | FMV | $3,110,884 | $3,110,884 |
| ATALAYA ASSET INCOME FUND II, L.P. | FMV | $74,523 | $74,523 |
| AVORO LIFE SCIENCES OFFSHORE FUND LTD. | FMV | $1,500,000 | $1,500,000 |
| BMOF I LTD. | FMV | $2,465 | $2,465 |
| BP MIDSTREAM PARTNERS LP | FMV | $60,420 | $60,420 |
| BROADFIN HEALTHCARE OFFSHORE FUND, LTD. | FMV | $54,759 | $54,759 |
| DEERFIELD PH HOLDINGS IV, L.P. | FMV | $1,981 | $1,981 |
| DEERFIELD PRIVATE DESIGN FUND III, L.P. | FMV | $985,892 | $985,892 |
| DEERFIELD PRIVATE DESIGN FUND IV, L.P. | FMV | $844,175 | $844,175 |
| DEERFIELD RCA FEEDER IV, L.P. | FMV | $31,794 | $31,794 |
| DEERFIELD RCA FEEDER, L.P. | FMV | $62,410 | $62,410 |
| DEERFIELD RE FEEDER IV, L.P. | FMV | $819 | $819 |
| DOUBLELINE OPPORTUNISTIC INCOME FUND LTD | FMV | $2,172,073 | $2,172,073 |
| ENERGY TRANSFER LP | FMV | $219,545 | $219,545 |
| ENTERPRISE PRODUCTS PARTNERS, L.P. | FMV | $260,057 | $260,057 |
| FEDERAL FARM CREDIT BANK BNDS 03/27/2029 2.920% 275,000.000 QUANTITY | FMV | $318,670 | $318,670 |
| FEDERAL HOME LOAN BANK BNDS 11/01/2029 2.320% 350,000.000 QUANTITY | FMV | $360,031 | $360,031 |
| FIDELITY NEWBURY STREET TRUST - TREASURY FUND (FDUXX) 41,882.26 SHARES | FMV | $41,882 | $41,882 |
| FIRST EAGLE GREENWAY FUND II LLC | FMV | $173,813 | $173,813 |
| GEMSPRING CAPITAL FUND I-A, LP & II-A, LP | FMV | $1,427,499 | $1,427,499 |
| GENESIS ENERGY, L.P. | FMV | $37,260 | $37,260 |
| GLAZER ENHANCED OFFSHORE FUND, LTD. | FMV | $2,269,699 | $2,269,699 |
| GMO QUALITY FUND VI | FMV | $3,623,018 | $3,623,018 |
| HIGH VISTA II LIMITED PARTNERSHIP | FMV | $49,273,809 | $49,273,809 |
| HILLHOUSE CHINA VALUE FEEDER, LTD. | FMV | $2,606,565 | $2,606,565 |
| HOLOCENE ADVISORS OFFSHORE FUND LTD. | FMV | $1,409,726 | $1,409,726 |
| HUNT LANE CAPITAL FUND LTD. | FMV | $2,910,534 | $2,910,534 |
| ISHANA CAPITAL OFFSHORE FUND | FMV | $1,905,440 | $1,905,440 |
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 29,710.770 SHARES | FMV | $1,843,256 | $1,843,256 |
| ISHARES CORE S&P 500 ETF (IVV) 3,801.574 SHARES | FMV | $1,427,073 | $1,427,073 |
| ISHARES RUSSELL 2000 ETF (IWM) 5,678.480 SHARES | FMV | $1,113,323 | $1,113,323 |
| LANSDOWNE DEVELOPED MARKETS STRATEGIC INVESTMENT FUND DIS LIMITED | FMV | $62,552 | $62,552 |
| LONG ISLAND CITY-LV LLC | FMV | $12,844,000 | $12,844,000 |
| MAGELLAN MIDSTREAM PARTNERS LP | FMV | $305,568 | $305,568 |
| MPLX LP | FMV | $315,549 | $315,549 |
| MSD SPECIAL INVESTMENTS FUND (CAYMAN), LP | FMV | $322,301 | $322,301 |
| PALESTRA CAPITAL OFFSHORE FUND, LTD. | FMV | $3,328,057 | $3,328,057 |
| PARTNERS CAPITAL CONDOR FUND IX (CAYMAN), LP | FMV | $1,756,602 | $1,756,602 |
| PARTNERS CAPITAL CONDOR FUND V (CAYMAN), L.P. | FMV | $1,187,635 | $1,187,635 |
| PARTNERS CAPITAL CONDOR FUND VI (CAYMAN), LP | FMV | $2,632,122 | $2,632,122 |
| PARTNERS CAPITAL CONDOR FUND VIII (CAYMAN), L.P. | FMV | $2,309,512 | $2,309,512 |
| PARTNERS CAPITAL CONDOR FUND X (CAYMAN), L.P. | FMV | $2,372,004 | $2,372,004 |
| PARTNERS CAPITAL CONDOR FUND XI (CAYMAN) LP | FMV | $2,149,313 | $2,149,313 |
| PARTNERS CAPITAL CONDOR FUND XII (CAYMAN) LP | FMV | $1,162,478 | $1,162,478 |
| PARTNERS CAPITAL CONDOR FUND XIII (CAYMAN) LP | FMV | $66,539 | $66,539 |
| PARTNERS CAPITAL FALCON FUND (C) LTD. | FMV | $7,725,532 | $7,725,532 |
| PARTNERS CAPITAL GREYHAWK FUND, L.P. | FMV | $12,834,104 | $12,834,104 |
| PARTNERS CAPITAL HARRIER FUND (C) LTD. | FMV | $3,541,054 | $3,541,054 |
| PARTNERS CAPITAL MERLIN CO-INVESTMENT FUND I (CAYMAN), L.P. | FMV | $1,611,783 | $1,611,783 |
| PARTNERS CAPITAL OSPREY FUND, L.P. - HALCYON | FMV | $23,414 | $23,414 |
| PARTNERS CAPITAL PHOENIX FUND II LTD - DIVERSIFIED INCOME FUND | FMV | $4,975,909 | $4,975,909 |
| PHILLIPS 66 PARTNERS, LP | FMV | $114,223 | $114,223 |
| PLAINS ALL AMERICAN PIPELINE LP | FMV | $146,878 | $146,878 |
| Q-BLK DIVERSIFIED PORTFOLIO, A SEPARATE SERIES OF Q-BLK REAL ASSETS, L.P. | FMV | $292,751 | $292,751 |
| RENAISSANCE INSTITUTIONAL DIVERSIFIED GLOBAL EQUITIES ONSHORE FUND LP | FMV | $916,309 | $916,309 |
| RIVERSIDE MICRO-CAP FUND IV-A, L.P. | FMV | $1,132,748 | $1,132,748 |
| SALLIE MAE BK/SALT LKE INS CTF OF DEP 05/30/2023 3.250% 225,000.000 QUANTITY | FMV | $241,931 | $241,931 |
| SCHWAB TREASURY OBLIGATIONS MONEY (SNOXX) 821,127.740 SHARES | FMV | $821,128 | $821,128 |
| SHELL MIDSTREAM PARTNERS, L.P. | FMV | $137,088 | $137,088 |
| SILVER POINT DISTRESSED OPPORTUNITY INSTITUTIONAL PARTNERS (OFFSHORE), L.P. | FMV | $1,213,583 | $1,213,583 |
| SPDR GOLD SHARES (GLD) 11,099.000 SHARES | FMV | $1,963,565 | $1,963,565 |
| STATE OF ISRAEL GOVERNMENT BONDS | FMV | $1,230,000 | $1,230,000 |
| SYNCHRONY BANK INSTL CTF OF DEPOSIT 10/11/2022 2.450% 110,000.000 QUANTITY | FMV | $114,815 | $114,815 |
| THE CHILDREN'S INVESTMENT FUND | FMV | $4,218,692 | $4,218,692 |
| THE PARTNERS CAPITAL PHOENIX FUND LTD. | FMV | $150,036 | $150,036 |
| VANGUARD HEALTH CARE INDEX FUND ETF SHARES (VHT) 6,183.857 SHARES | FMV | $1,383,514 | $1,383,514 |
| VANGUARD INF.-PROTECTED SECUR. FD. ADMIRAL SHARES (VAIPX) 107,621.490 SHARES | FMV | $3,047,841 | $3,047,841 |
| VIKING LONG FUND III LTD. | FMV | $17,023,443 | $17,023,443 |
| VISIUM BALANCED OFFSHORE FUND, LTD. | FMV | $8,504 | $8,504 |
| WESTERN MIDSTREAM PARTNERS, LP | FMV | $82,229 | $82,229 |
| XTRACKERS MSCI JAPAN HEDGED EQUITY ETF (DBJP) 23,770.319 SHARES | FMV | $1,088,443 | $1,088,443 |
| ZP OFFSHORE ENERGY FUND, LTD. | FMV | $469,598 | $469,598 |
| ZP OFFSHORE UTILITY FUND, LTD. | FMV | $1,577,849 | $1,577,849 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $10,976 | $10,249 | $727 | $727 |
| FURNITURE AND FIXTURES | $60,266 | $60,266 | $0 | |
| COMPUTERS | $2,994 | $2,994 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $34,150 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,150 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM INVESTMENT MANAGERS | Desc |
| BOY Book Value | $670,047 | BOYBookValueAmt |
| EOY Book Value | $103,856 | EOYBookValueAmt |
| EOYFMV | $103,856 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $19,295 | $1,930 | $17,365 |
| STATE FILING FEES | $1,715 | $0 | $1,715 |
| OTHER K-1 EXPENSES, NET OF UBI | $2,771,166 | $1,682,466 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER K-1 INCOME, NET OF UBI | $5,453,458 | -$10,425 | $5,453,458 |
| FEDERAL UBI TAX REFUND | $230,664 | $230,664 | |
| FEDERAL UBI TAX REFUND INTEREST | $7,126 | $7,126 | $7,126 |
| NEW YORK FORM CT-13 REFUND | $3,155 | $3,155 | |
| NEW YORK FORM CT-13 REFUND INTEREST | $410 | $410 | $410 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $20,102,638 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND INVESTMENT | $885,902 | $885,902 | $0 |
| VALUATION SERVICES | $2,500 | $2,500 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $65,000 | $0 | $0 |
| FEDERAL UBI TAX | $450,000 | $0 | $0 |
| FOREIGN TAX WITHHELD | $651 | $651 | $0 |
| FOREIGN TAXES THRU K-1'S, NET OF UBI | $0 | $36,730 | $0 |
| STATE UBI TAX | $140,074 | $0 | $0 |