THE LAURIE M TISCH FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE LAURIE M TISCH FOUNDATION INC (EIN 13-3693585)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202133169349102973
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T13:46:42-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020651438 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TFMG ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 MADISON AVENUE 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | 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 | 133693585 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAURIE M TISCH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAUR | BusinessNameControlTxt |
| Phone | 2125212930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 MADISON AVENUE 11TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURIE M TISCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125212930 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURIE | PersonFirstNm |
| Person Last | TISCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMMANUEL ARTHUR | PreparerPersonNm |
| PTIN | P01859415 | PTIN |
| Phone | 2125212975 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $266,202,887 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $51,910,063 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $105,623 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $105,623 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,492,289 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,492,289 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,308,437 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,558,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,308,437 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $125,051 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,806 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $68,941,463 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,922,155 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $309,152 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $309,152 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $202,630 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $202,630 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $162,713 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $162,713 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,029 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,029 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $188,513 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $188,513 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,220 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,220 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $370,860 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,253 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $31,362 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,543 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $345,544 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $345,544 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,856 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,856 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $415,498 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $327,230 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $88,268 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,050,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $358,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,371,067 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,590,278 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,590,278 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,640,836 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $358,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,961,345 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $54,300,627 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,563,452 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,338,106 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,166,071 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,735,329 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $20,250,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $20,250,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $20,250,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $20,855,556 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $33,184,450 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,425,027 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $89,744,154 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $35,572,512 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,286,357 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $90,330,139 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $914,218 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $566,114 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $359,647 | LandBOYAmt |
| Land EOY | $348,104 | LandEOYAmt |
| Land EOYFMV | $348,104 | LandEOYFMVAmt |
| Other Assets BOY | $1,589,711 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,119,496 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,189,605 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $137,294,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $191,595,055 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $266,202,887 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $137,294,426 | CapitalStockBOYAmt |
| Capital Stock EOY | $191,595,055 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $137,294,426 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $191,595,055 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $137,294,426 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $191,595,055 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $137,294,426 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $54,300,627 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $191,595,055 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $191,595,055 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FROM K-1 - GLOBAL MOAT FUND, LP | P | $394,945 | $394,945 | $394,945 | |
| FROM K-1 - GLOBAL MOAT FUND, LP | P | $538,397 | $538,397 | $538,397 | |
| FROM K-1 - ASHE CAPITAL PARTNERS, LP | P | $179,793 | $179,793 | $179,793 | |
| FROM K-1 - ASHE CAPITAL PARTNERS, LP | P | $302,234 | $302,234 | $302,234 | |
| 230,144 SHS AUTONATION INC. | P | $12,316,232 | $9,851,858 | $9,851,858 | $2,464,374 |
| 110,061 SHS CORNING INC | $3,649,530 | $178,756 | $178,756 | $3,470,774 | |
| 1,163.4726 SHS MILLENNIUM INTERNATIONAL LTD | P | $3,530,714 | $2,994,347 | $2,994,347 | $536,367 |
| NORTHERN TRUST COMPANY: NT QUALITY ESG | P | $6,383,757 | $875,622 | $875,622 | $5,508,135 |
| NORTHERN TRUST COMPANY: NT QUALITY ESG | P | $1,259,643 | -$10,404 | -$10,404 | $1,270,047 |
| CAPITAL GAINS DIVIDENDS | P | $2,889 | $2,889 | $2,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,308,437 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $230,232 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $230,232 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $230,232 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $209,245 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $309,245 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $79,013 | OverpaymentAmt |
| Applied To ES Tax | $79,013 | 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BARRY L BLOOM ESQ | IndividualWithBooksNm |
| Phone | 2125212930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 MADISON AVENUE 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | UK | ForeignCountryCd |
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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| LAURIE M TISCH | ||||||||
| 655 MADISON AVENUE 11TH FL | NEW YORK | NY | 10065 | PRESIDENT, CHIEF EXECUTIVE | 40.00 | $0 | $0 | $0 |
| RICHARD E LUFTGLASS | ||||||||
| 156 WEST 56TH STREET | NEW YORK | NY | 10019 | EXECUTIVE DIR, SECRETARY | 40.00 | $309,152 | $100,243 | $0 |
| BARRY L BLOOM | ||||||||
| 655 MADISON AVENUE 11TH FL | NEW YORK | NY | 10065 | TREASURER | 1.00 | $0 | $0 | $0 |
| ALAN H HIRSCHFELD | ||||||||
| 655 MADISON AVENUE 11TH FL | NEW YORK | NY | 10065 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| EMILY T SUSSMAN | ||||||||
| 655 MADISON AVENUE 11TH FL | NEW YORK | NY | 10065 | EXECUTIVE VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CAROLYN T BLODGETT | ||||||||
| 655 MADISON AVENUE 11TH FL | NEW YORK | NY | 10065 | EXECUTIVE VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JENNIFER CAMERON | ||||||||
| 655 MADISON AVENUE 11TH FL | NEW YORK | NY | 10065 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| MICHELLE BAE | ||||||||
| 156 WEST 56TH STREET | NEW YORK | NY | 10019 | GRANTS & OFFICE ADMI | 40.00 | $103,259 | $30,248 | $0 |
| EMELYN ARIAS | ||||||||
| 156 WEST 56TH STREET | NEW YORK | NY | 10019 | GRANTS & OFFICE ADMI | 40.00 | $99,371 | $30,098 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINN PARTNERS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 EAST 57TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | COMMUNICATIONS STRATEGIES | ServiceTypeTxt |
| Compensation | $148,320 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $85,433,848 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,616,810 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $80,964,318 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $236,014,976 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $236,014,976 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,540,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $232,474,751 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,623,738 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,623,738 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $230,232 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $230,232 | TotalTaxAmt |
| Distributable Before Adj | $11,393,506 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,393,506 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,393,506 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,961,345 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,961,345 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,961,345 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,393,506 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,764,233 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,417,359 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,463,575 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,858,228 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $33,503,395 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,961,345 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,393,506 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,567,839 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,071,234 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,764,233 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,307,001 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,417,359 | ExcessFromYear4Amt |
| Excess From Year3 | $9,463,575 | ExcessFromYear3Amt |
| Excess From Year2 | $12,858,228 | ExcessFromYear2Amt |
| Excess From Current Year | $2,567,839 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| ACTOR'S FUND OF AMERICA | |||||||
| 10 S DEARBORN | CHICAGO | IL | 60603 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| ALLIANCE FOR LUPUS RESEARCH | |||||||
| 275 MADISON AVE - 10TH FL | NEW YORK | NY | 10016 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,500 |
| ALZHEIMER'S ASSOCIATION (CARINGKIND) | |||||||
| 225 N MICHIGAN AVE - 17TH FL | CHICAGO | IL | 60601 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| AMERICAN INSTITUTE FOR STUTTERING | |||||||
| 27 W 20TH ST - 12TH FL | NEW YORK | NY | 10011 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| APOLLO THEATER FOUNDATION | |||||||
| 253 W 125TH ST | NEW YORK | NY | 10027 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 |
| ART THERAPY PROJECT CORPORATION (TATP) | |||||||
| 132 W 21ST ST | NEW YORK | NY | 10011 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $55,000 |
| ARTISTIC NOISE | |||||||
| 2185 ADAM CLAYTON POWELL JR BLVD | NEW YORK | NY | 10027 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,750 |
| ARTS & MINDS INC | |||||||
| PO BOX 250073 | NEW YORK | NY | 10025 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $55,000 |
| ASIAN AMERICAN ARTS ALLIANCE | |||||||
| 339 LAFAYETTE ST - 3RD FL | NEW YORK | NY | 10012 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,000 |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 455 GOLD RIVERS COURT | BASALT | CO | 81621 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,750 |
| ASPEN INSTITUTE INC | |||||||
| 2300 NORTH ST NW | WASHINGTON | DC | 20036 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $435,000 |
| ASPEN SANTA FE BALLET | |||||||
| 245 SAGE WAY | ASPEN | CO | 81611 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,000 |
| BALLET HISPANICO | |||||||
| 167 W 89TH ST | NEW YORK | NY | 10024 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,520 |
| BALLET THEATRE FOUNDATION | |||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALE | NY | 12504 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| BILLIE HOLIDAY THEATRE | |||||||
| 1368 FULTON ST | BROOKLYN | NY | 11216 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| BROOKLYN INSTITUTE OF ARTS AND SCIENCES | |||||||
| 200 EAST PARKWAY | BROOKLYN | NY | 11238 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $250,000 |
| BROOKLYN PUBLIC LIBRARY FOUNDATION | |||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $35,000 |
| CARDOZO SCHOOL OF LAW | |||||||
| 12 E 12TH ST | NEW YORK | NY | 10003 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $150,000 |
| CASITA MARIA CENTER FOR ARTS & EDUCATION | |||||||
| 928 SIMPSON ST | BRONX | NY | 10459 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $20,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE NY | |||||||
| 1011 1ST AVE | NEW YORK | NY | 10022 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $2,500 |
| CENTER FOR DISCOVERY | |||||||
| PO BOX 840 | HARRIS | NY | 12742 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $2,500 |
| CENTER FOR URBAN PEDAGOGY | |||||||
| 232 3RD ST | BROOKLYN | NY | 11215 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $20,000 |
| CHILDREN'S DEFENSE FUND | |||||||
| 840 1ST ST NE | WASHINGTON | DC | 20002 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $15,000 |
| CHILDREN'S MUSEUM OF MANHATTAN | |||||||
| 212 W 83RD ST | NEW YORK | NY | 10024 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $153,200 |
| CITY HARVEST | |||||||
| 6 E 32ND ST | NEW YORK | NY | 10016 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| CITY REPORT | |||||||
| 35 W 31ST ST | NEW YORK | NY | 10001 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVE - 3 | NEW YORK | NY | 10017 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| COMMUNITY ACCESS INC | |||||||
| 17 BATTERY PLACE | NEW YORK | NY | 10004 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| COMMUNITY FUNDS (NEW YORK COMMUNITY TRUST) | |||||||
| 909 THIRD AVE | NEW YORK | NY | 10022 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,200,000 |
| COMMUNITY LEAGUE OF THE HEIGHTS INC | |||||||
| 500 W 159TH ST | NEW YORK | NY | 10032 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $100,000 |
| CONNECTICUT PUBLIC BROADCASTING INC | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| COOL CULTURE INC | |||||||
| 80 HANSON PL | BROOKLYN | NY | 11217 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| CREATIVE TIME | |||||||
| 59 E 4TH ST - 6TH FL | NEW YORK | NY | 10003 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| DISCALCED INC | |||||||
| 3 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $55,000 |
| DREAMYARD PROJECT | |||||||
| 1085 WASHINGTON AVE | BRONX | NY | 10456 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $60,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK W | NEW YORK | NY | 10023 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,000,000 |
| FOUNTAIN HOUSE | |||||||
| 425 WEST 47TH STREET | NEW YORK | NY | 10036 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $56,000 |
| FRIENDS OF THE HIGH LINE | |||||||
| 820 WASHINGTON STREET | NEW YORK | NY | 10014 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| FUTURES AND OPTIONS INC | |||||||
| 120 BROADWAY - SUITE 1019 | NEW YORK | NY | 10271 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 |
| GINA GIBNEY DANCE INC | |||||||
| 890 BROADWAY - 5TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $100,000 |
| GRANTMAKERS IN THE ARTS | |||||||
| 522 COURTLAND AVE - 1ST FLOOR | BRONX | NY | 10451 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $7,500 |
| GREATER WASHINGTON EDUCATIONAL TELECOM ASSOCIATION | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $75,000 |
| HAMPTONS HEALTH SOCIETY INC | |||||||
| 67 HAMPTON ROAD | SOUTHAMPTON | NY | 11968 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,500 |
| HARLEM SCHOOL OF THE ARTS | |||||||
| 645 ST NICHOLAS AVENUE | NEW YORK | NY | 10030 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| HARLEM STAGE (FORMERLY AARON DAVIS HALL) | |||||||
| 150 CONVENT AVE | NEW YORK | NY | 10031 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| HUNTER COLLEGE FOUNDATION | |||||||
| 695 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $85,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3600 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK ROAD | BALTIMORE | MD | 21211 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $150,000 |
| THE KITCHEN | |||||||
| 512 WEST 19TH STREET | NEW YORK | NY | 10011 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $2,850,000 |
| MAKE THE ROAD NEW YORK | |||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| MAMAFILM | |||||||
| 99 WALL STREET 3048 | NEW YORK | NY | 10005 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $2,500 |
| MANHATTAN THEATRE CLUB | |||||||
| 311 W 43RD ST | NEW YORK | NY | 10036 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| MAYOR'S FUND TO ADVANCE NYC | |||||||
| 253 BROADWAY - 6TH FL | NEW YORK | NY | 10007 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,200,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,000 |
| MIND-BUILDERS CREATIVE ARTS CENTER | |||||||
| 3415 OLINVILLE AVE | BRONX | NY | 10467 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $35,000 |
| MOUNT SINAI MEDICAL CENTER | |||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $483,000 |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| NATIONAL CONSTITUTION CENTER | |||||||
| 525 ARCH ST | PHILADELPHIA | PA | 19106 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE ROAD - SUITE 1200 | JENKINTOWN | PA | 19046 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $75,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES | |||||||
| 2600 VIRGINIA AVE NW - SUITE 1100 | WASHINGTON | DC | 20037 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| NEW CLASSROOMS INNOVATION PARTNERS INC | |||||||
| 1250 BROADWAY | NEW YORK | NY | 10001 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| NEW HEIGHTS YOUTH INC | |||||||
| 50A E 118TH ST | NEW YORK | NY | 10035 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| NEW YORK CITY CENTER | |||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| NEW YORK CITY HEALTH AND HOSPITALS CORP | |||||||
| 160 WATER STREET - SUITE 632 | NEW YORK | NY | 10038 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $515,000 |
| NEW YORK FOUNDATION FOR THE ARTS | |||||||
| 20 JAY STREET - STE 740 | BROOKLYN | NY | 11201 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| NEW YORK IMMIGRATION COALITION | |||||||
| 131 W 33RD ST - SUITE 610 | NEW YORK | NY | 10001 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $51,875 |
| NEW YORK UNIVERSITY | |||||||
| 105 E 17TH ST - 4TH FL | NEW YORK | NY | 10003 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| NORTH STAR FUND | |||||||
| 520 8TH AVE - ROOM 1800 | NEW YORK | NY | 10018 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| NY SHAKESPEARE FESTIVAL (PUBLIC THEATER) | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 |
| NYC KIDS RISE INC | |||||||
| 2701 QUEENS PLAZA - FL 13 | LONG ISLAND CITY | NY | 11101 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 |
| NYU LANGONE HOSPITALS | |||||||
| 550 1ST AVE | NEW YORK | NY | 10016 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $250,000 |
| PEAK GRANTMAKING INC | |||||||
| 1666 K ST NW - STE 440 | WASHINGTON | DC | 20006 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $800 |
| RECESS ACTIVITIES | |||||||
| 46 WASHINGTON AVE | BROOKLYN | NY | 11205 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY - 9TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $250,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||
| 6 W 48TH ST - 10TH FL | NEW YORK | NY | 10036 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $135,225 |
| SERVICE YEAR EXCHANGE INC | |||||||
| 1400 1ST ST NW - STE 900 | WASHINGTON | NY | 20005 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| SHED NYC INC | |||||||
| 545 W 30TH ST | NEW YORK | NY | 10001 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $250,000 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $300,000 |
| SOZE FOUNDATION | |||||||
| 55 WASHINGTON STREET | BROOKLYN | NY | 11201 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,050 |
| STORYVILLE CENTER FOR SPOKEN WORD | |||||||
| 75 BROAD ST - STE 2601 | NEW YORK | NY | 10004 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| STUDENT LEADERSHIP NETWORK | |||||||
| 322 8TH AVE - 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,266 |
| STUDIO MUSEUM IN HARLEM | |||||||
| 144 W 125TH STREET | NEW YORK | NY | 10027 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $300,000 |
| TAKE THE FIELD INC | |||||||
| 270 LAFAYETTE ST - STE 1002 | NEW YORK | NY | 10012 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $16,670 |
| THE FEMINIST INSTITUTE | |||||||
| 91 FRANKLIN STREET | NEW YORK | NY | 10013 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| THEATRE ASPEN | |||||||
| 110 E HALLAM ST | ASPEN | CO | 81611 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 |
| THEATRE FOR A NEW AUDIENCE | |||||||
| 154 CHRISTOPHER ST - SUITE 3D | NEW YORK | NY | 10014 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $2,500 |
| UNITED STATES ARTISTS | |||||||
| 200 W MADISON ST - 3RD FLOOR | CHICAGO | IL | 60606 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,299 |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | |||||||
| 184 ELDRIDGE ST | NEW YORK | NY | 10002 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $55,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $610,348 |
| WOMEN IN NEED INC | |||||||
| 1 STATE STREET - 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| WOMEN'S HOUSING & ECONOMIC DEVELOPMENT CORP | |||||||
| 50 E 168TH ST | BRONX | NY | 10452 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| YOUNG LEADERSHIP ADDICTION AWARENESS INC | |||||||
| 33 SOUNDVIEW DRIVE | WESTPORT | CT | 06880 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,590,278 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,623 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,492,289 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,806 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,308,437 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Related Or Exempt Function Incm | $109,245 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,922,155 | ExclusionAmt |
| Related Or Exempt Function Incm | $109,245 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,031,400 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | FEDERAL EXCISE TAX REFUND FROM PRIOR YEAR | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE JOAN H TISCH 2017 ANNUITY TRUST V | ||||||
| 1 | C/O BARRY L BLOOM 655 MADISON AVENU | NEW YORK | NY | 10065 | $1,479 | Yes (X) |
| THE JOAN H TISCH 2017 ANNUITY TRUST VIII | ||||||
| 2 | C/O BARRY L BLOOM 655 MADISON AVENU | NEW YORK | NY | 10065 | $2,160 | Yes (X) |
| THE LMT 8 YEAR CLAT UART FIRST (B)(3)(I) OF JHT REV TRUST | ||||||
| 3 | C/O BARRY L BLOOM 655 MADISON AVENU | NEW YORK | NY | 10065 | $20,137,776 | Yes (X) |
| THE LMT 10 YEAR CLAT UART FIRST (B)(3)(II) OF JHT REV TRUST | ||||||
| 4 | C/O BARRY L BLOOM 655 MADISON AVENU | NEW YORK | NY | 10065 | $18,253,123 | Yes (X) |
| THE LMT 12 YEAR CLAT UART FIRST (B)(3)(III) OF JHT REV TRUST | ||||||
| 5 | C/O BARRY L BLOOM 655 MADISON AVENU | NEW YORK | NY | 10065 | $13,515,525 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL FEES | CategoryTxt |
| Amt | $23,029 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,029 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (45 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | 2007-06-22 | $130,092 | $46,537 | SL | 39.000000000000 | $3,336 | $0 |
| FURNITURE & FIXTURES | 2007-06-22 | $40,290 | $40,290 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTERS | 2007-06-22 | $50,573 | $50,573 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTERS | 2008-07-01 | $4,408 | $2,204 | 200DB | 5.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2008-07-01 | $119,519 | $35,120 | SL | 39.000000000000 | $3,065 | $0 |
| FURNITURE & FIXTURES | 2008-07-01 | $30,456 | $15,228 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2008-05-01 | $25,039 | $25,039 | SL | 3.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2009-04-08 | $17,000 | $4,669 | SL | 39.000000000000 | $436 | $0 |
| FURNITURE & FIXTURES | 2009-07-31 | $4,594 | $2,297 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTERS | 2011-11-10 | $6,791 | 200DB | 5.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2012-02-28 | $6,755 | $3,377 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2012-05-24 | $14,475 | $7,236 | SL | 3.000000000000 | $0 | $0 |
| COMPUTERS | 2013-04-23 | $3,500 | $1,750 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTERS | 2013-07-08 | $5,475 | $2,737 | 200DB | 5.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-03-20 | $7,511 | $345 | SL | 39.000000000000 | $193 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-04-24 | $5,342 | $234 | SL | 39.000000000000 | $137 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-05-14 | $12,643 | $527 | SL | 39.000000000000 | $324 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-07-13 | $1,563 | $58 | SL | 39.000000000000 | $40 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-08-21 | $4,957 | $175 | SL | 39.000000000000 | $127 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-11-13 | $12,560 | $362 | SL | 39.000000000000 | $322 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-11-19 | $21,867 | $631 | SL | 39.000000000000 | $561 | $0 |
| FURNITURE & FIXTURES | 2018-12-07 | $45,976 | 200DB | 7.000000000000 | $0 | $0 | |
| COMPUTERS | 2018-02-06 | $3,826 | 200DB | 5.000000000000 | $0 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2019-01-15 | $27,822 | $684 | SL | 39.000000000000 | $713 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-01-28 | $5,875 | $144 | SL | 39.000000000000 | $151 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-02-05 | $27,101 | $608 | SL | 39.000000000000 | $695 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-03-04 | $3,705 | $75 | SL | 39.000000000000 | $95 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-04-08 | $299 | $5 | SL | 39.000000000000 | $8 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-04-15 | $3,705 | $67 | SL | 39.000000000000 | $95 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-04-23 | $9,050 | $164 | SL | 39.000000000000 | $232 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-05-10 | $750 | $12 | SL | 39.000000000000 | $19 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-06-10 | $338 | $5 | SL | 39.000000000000 | $9 | $0 |
| LEASEHOLD IMPROVEMENTS | 2019-12-16 | $38,410 | $41 | SL | 39.000000000000 | $985 | $0 |
| FURNITURE & FIXTURES | 2019-02-11 | $37,583 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-03-12 | $13,625 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-04-06 | $19,919 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-04-08 | $41,891 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-04-29 | $26,009 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-05-06 | $12,238 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-05-20 | $1,800 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-06-06 | $21,287 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-06-10 | $1,634 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-07-06 | $8,979 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-07-15 | $14,848 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2019-08-06 | $22,138 | 200DB | 7.000000000000 | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAKE THE FIELD INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 LAFAYETTE STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-10-21 | GrantDt |
| Grant | $16,670 | GrantAmt |
| Purpose Of Grant | CHARITABLE AND/OR EDUCATIONAL PROJECT TO SUPPORT GRANT RECIPIENT'S CHARITABLE PROGRAM OF COORDINATING THE MAINTENANCE OF ATHLETIC FACILITIES AT PUBLIC SCHOOLS IN THE FIVE BOROUGHS OF NEW YORK CITY. | PurposeOfGrantTxt |
| Expended By Grantee | $3,067 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | AUGUST 10, 2021 | DatesOfReportsByGranteeTxt |
| Verification | 2021-08-10 | VerificationDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MILLENNIUM INTERNATIONAL | $1,564,407 | $10,297,934 |
| ECF VALUE FUND INTERNATIONAL LTD. | $15,000,000 | $23,751,477 |
| 12,500 SHS LIBERTY BROADBAND CORP. CLASS A | $209,044 | $1,969,750 |
| 42,766 SHS LIBERTY BROADBAND CORP. CLASS C | $946,822 | $6,772,851 |
| 247,108 SHS LOEWS CORP. | $6,743 | $11,124,802 |
| 30,857 SHS ASHTEAD GROUP PLC ADR | $3,147,723 | $5,847,402 |
| 9,657 SHS AUTOZONE INC. | $309,622 | $11,447,794 |
| 400,000 SHS CNX RESOURCES CORP. | $5,528,573 | $4,320,000 |
| 250,000 SHS CNX RESOURCES CORP. | $1,757,975 | $2,700,000 |
| 333,333 SHS KAYNE ANDERSON ENERGY INFRASTRUCTURE FD | $1,498,056 | $1,916,665 |
| 593,100 LIBERTY LATIN AMERICA LTD CL C | $6,051,992 | $6,577,479 |
| 100,000 SHS WELLS FARGO | $2,404,070 | $3,018,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST - NT QUALITY ESG | AT COST | $30,512,068 | $46,941,666 |
| GLOBAL MOAT FUND, LP | AT COST | $5,834,141 | $8,165,147 |
| OHA CREDIT SOLUTIONS FUND, LP | AT COST | $5,985,116 | $6,317,636 |
| OHA TACTICAL INVESTMENT FUND (OFFSHORE) LP | AT COST | $1,836,870 | $2,044,994 |
| ASHE CAPITAL PARTNERS, LP | AT COST | $10,439,553 | $12,309,087 |
| STOCKBRIDGE FUND (OS) LP | AT COST | $10,000,000 | $11,631,945 |
| ADDITION ONE, LP | AT COST | $2,678,609 | $2,919,664 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (45 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $130,092 | $49,873 | $80,219 | $80,219 |
| FURNITURE & FIXTURES | $40,290 | $40,290 | $0 | $0 |
| COMPUTERS | $50,573 | $50,573 | $0 | $0 |
| COMPUTERS | $4,408 | $4,408 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | $119,519 | $38,185 | $81,334 | $81,334 |
| FURNITURE & FIXTURES | $30,456 | $30,456 | $0 | $0 |
| COMPUTER SOFTWARE | $25,039 | $25,039 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | $17,000 | $5,105 | $11,895 | $11,895 |
| FURNITURE & FIXTURES | $4,594 | $4,594 | $0 | $0 |
| COMPUTERS | $6,791 | $6,791 | $0 | $0 |
| FURNITURE & FIXTURES | $6,755 | $6,755 | $0 | $0 |
| COMPUTER SOFTWARE | $14,475 | $14,474 | $1 | $1 |
| COMPUTERS | $3,500 | $3,500 | $0 | $0 |
| COMPUTERS | $5,475 | $5,475 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | $7,511 | $538 | $6,973 | $6,973 |
| LEASEHOLD IMPROVEMENTS | $5,342 | $371 | $4,971 | $4,971 |
| LEASEHOLD IMPROVEMENTS | $12,643 | $851 | $11,792 | $11,792 |
| LEASEHOLD IMPROVEMENTS | $1,563 | $98 | $1,465 | $1,465 |
| LEASEHOLD IMPROVEMENTS | $4,957 | $302 | $4,655 | $4,655 |
| LEASEHOLD IMPROVEMENTS | $12,560 | $684 | $11,876 | $11,876 |
| LEASEHOLD IMPROVEMENTS | $21,867 | $1,192 | $20,675 | $20,675 |
| FURNITURE & FIXTURES | $45,976 | $45,976 | $0 | $0 |
| COMPUTERS | $3,826 | $3,826 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | $27,822 | $1,397 | $26,425 | $26,425 |
| LEASEHOLD IMPROVEMENTS | $5,875 | $295 | $5,580 | $5,580 |
| LEASEHOLD IMPROVEMENTS | $27,101 | $1,303 | $25,798 | $25,798 |
| LEASEHOLD IMPROVEMENTS | $3,705 | $170 | $3,535 | $3,535 |
| LEASEHOLD IMPROVEMENTS | $299 | $13 | $286 | $286 |
| LEASEHOLD IMPROVEMENTS | $3,705 | $162 | $3,543 | $3,543 |
| LEASEHOLD IMPROVEMENTS | $9,050 | $396 | $8,654 | $8,654 |
| LEASEHOLD IMPROVEMENTS | $750 | $31 | $719 | $719 |
| LEASEHOLD IMPROVEMENTS | $338 | $14 | $324 | $324 |
| LEASEHOLD IMPROVEMENTS | $38,410 | $1,026 | $37,384 | $37,384 |
| FURNITURE & FIXTURES | $37,583 | $37,583 | $0 | $0 |
| FURNITURE & FIXTURES | $13,625 | $13,625 | $0 | $0 |
| FURNITURE & FIXTURES | $19,919 | $19,919 | $0 | $0 |
| FURNITURE & FIXTURES | $41,891 | $41,891 | $0 | $0 |
| FURNITURE & FIXTURES | $26,009 | $26,009 | $0 | $0 |
| FURNITURE & FIXTURES | $12,238 | $12,238 | $0 | $0 |
| FURNITURE & FIXTURES | $1,800 | $1,800 | $0 | $0 |
| FURNITURE & FIXTURES | $21,287 | $21,287 | $0 | $0 |
| FURNITURE & FIXTURES | $1,634 | $1,634 | $0 | $0 |
| FURNITURE & FIXTURES | $8,979 | $8,979 | $0 | $0 |
| FURNITURE & FIXTURES | $14,848 | $14,848 | $0 | $0 |
| FURNITURE & FIXTURES | $22,138 | $22,138 | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FURNISHINGS | $436,681 | $517,431 | $517,431 |
| OTHER RECEIVABLES | $1,153,030 | $3,602,065 | $3,672,174 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUILDING EXPENSES | $11,266 | $0 | $11,266 |
| INSURANCE | $16,237 | $0 | $16,237 |
| OFFICE EXPENSES | $12,051 | $0 | $12,051 |
| TECHNOLOGY EXPENSES | $48,714 | $0 | $48,714 |
| CUSTODIAL FEES | $168,108 | $168,108 | $0 |
| PORTFOLIO DEDUCTIONS - GLOBAL MOAT FUND, LP | $65,182 | $65,182 | $0 |
| PORTFOLIO DEDUCTIONS - NT QUALTY ESG | $607 | $607 | $0 |
| ASHE CAPITAL PARTNERS, LP - PORTFOLIO DEDUCTIONS | $42,474 | $42,474 | $0 |
| ADDITION ONE, LP - PORTFOLIO DEDUCTIONS | $50,859 | $50,859 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NORTHERN TRUST QESG - FOREIGN TRANSACTION GAINS (LOSSES) | $17,202 | $17,202 | $17,202 |
| SECTION 988 GAIN (LOSS) - GLOBAL MOAT FUND, LP | -$1,396 | -$1,396 | -$1,396 |
| FEDERAL EXCISE TAX REFUND | $109,245 | $109,245 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $188,513 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $188,513 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| THE LMT 8 YEAR CLAT UART FIRST (B)(3)(I) OF JHT REV TRUST | ||||
| C/O BARRY L BLOOM 655 MADISON | AVENUE 11TH FL | NEW YORK | NY | 10065 |
| THE LMT 10 YEAR CLAT UART FIRST (B)(3)(II) OF JHT REV TRUST | ||||
| C/O BARRY L BLOOM 655 MADISON | AVENUE 11TH FL | NEW YORK | NY | 10065 |
| THE LMT 12 YEAR CLAT UART FIRST (B)(3)(III) OF JHT REV TRUST | ||||
| C/O BARRY L BLOOM 655 MADISON | AVENUE 11TH FL | NEW YORK | NY | 10065 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $309,245 | $0 | $0 |
| FOREIGN TAXES WITHHELD - NT QUALITY ESG | $25,285 | $25,285 | $0 |
| PAYROLL TAXES | $31,362 | $0 | $31,362 |
| FOREIGN TAXES WITHHELD - GLOBAL MOAT FUND, LP | $3,443 | $3,443 | $0 |
| DELAWARE ANNUAL REPORT | $25 | $25 | $0 |
| NYS FILING FEES | $1,500 | $1,500 | $0 |