OVERBROOK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OVERBROOK FOUNDATION (EIN 13-6088860)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-12-17
- IRS object ID
- 202133519349100408
- 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
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-17T13:21:15-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 East 42nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | 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 | 136088860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OVERBROOK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OVER | BusinessNameControlTxt |
| Phone | 2126039996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET No 565 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN FOSTER | PersonNm |
| Person Title | PRES./CEO | PersonTitleTxt |
| Phone | 2126039996 | PhoneNum |
| Signature | 2021-12-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | FOSTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Preparation | 2021-12-17 | 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 | $192,018,982 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,784,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,760,434 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,114,571 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,805,991 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,627,035 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,080,111 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$698,961 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,819,200 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,688,508 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $753,437 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $273,344 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $474,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $603,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $603,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $378,388 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $42,064 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $334,186 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,926 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,783 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,143 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,948,091 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,922,541 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,550 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $94,901 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $94,901 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $97,271 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,137 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $82,532 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $233,804 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $23,380 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $211,511 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,575 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,575 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,716 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $67,582 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,317,641 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,401,900 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,745,697 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,399,076 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,713,076 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,716,717 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,401,900 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,458,773 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,897,517 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,286,608 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,319,232 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,614,418 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,614,418 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $326,804 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $245,181 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $245,181 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $106,910,211 | CorporateStockBOYAmt |
| Corporate Stock EOY | $126,360,221 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $126,360,221 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $37,286,552 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,450,634 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,450,634 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $889,898 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $640,562 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $331,868 | LandBOYAmt |
| Land EOY | $249,336 | LandEOYAmt |
| Land EOYFMV | $249,336 | LandEOYFMVAmt |
| Other Assets BOY | $165,436 | OtherAssetsBOYAmt |
| Other Assets EOY | $99,192 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $99,192 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $170,340,103 | TotalAssetsBOYAmt |
| Total Assets EOY | $192,018,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $192,018,982 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $285,355 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $395,384 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,135,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,821,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $555,918 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $893,854 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,976,273 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,110,238 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $167,363,830 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $188,908,744 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $167,363,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $188,908,744 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $170,340,103 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $192,018,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $167,363,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,897,517 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,442,431 | OtherIncreasesAmt |
| Subtotal | $188,908,744 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $188,908,744 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $55,512,323 | $48,660,360 | $6,851,963 | $6,851,963 |
| PASS THROUGH FROM HEDGE FUNDS | P | $444,395 | $444,395 | $444,395 | |
| PASS THROUGH FROM VENTURE CAPITAL FUNDS | P | $949 | -$949 | -$949 | |
| PASS THROUGH FROM REAL ESTATE PARTNERSHIPS | P | $29,244 | -$29,244 | -$29,244 | |
| PASS THROUGH FROM PRIVATE EQUITY | P | $546,455 | $546,455 | $546,455 | |
| PASS THROUGH FROM MASTER LTD PARTNERSHIPS | P | $867 | -$867 | -$867 | |
| GAIN ON DISPOSITION OF MASTER LTD PARTNERSHIP | P | $293,601 | $293,601 | $293,601 | |
| JP MORGAN CURRENCY GAINS | P | $9,217 | $9,217 | $9,217 | |
| SUBJECT TO UBIT | P | $487,536 | -$487,536 | -$487,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,627,035 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $87,384 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $87,384 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $87,384 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $190,647 | 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 | $190,647 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $103,263 | OverpaymentAmt |
| Applied To ES Tax | $103,263 | 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 | Yes (1) | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OVERBROOK.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126039996 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET No 565 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 (17 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ARTHUR ALTSCHUL JR | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | V-CHAIR/TREASURER | 1.00 | $0 | $0 | $0 |
| EMILY ALTSCHUL-MILLER | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN ALTSCHUL | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLYN COLE | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| COOPER COX | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOYCE FENSTERSTOCK | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JULIE GRAHAM | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | V-CHAIR/SECRETARY | 1.00 | $0 | $0 | $0 |
| KATHYRN C GRAHAM | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHYRN G GRAHAM | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR TO 8/28 | 1.00 | $0 | $0 | $0 |
| ROBERT GRAHAM JR | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR EMERITUS | 1.00 | $0 | $0 | $0 |
| AARON LABAREE | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT LABAREE | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HELEN LANG | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH LINDEMANN | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR FROM 11/2 | 1.00 | $0 | $0 | $0 |
| ISAIAH OROZCO | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | CHAIR | 10.00 | $0 | $0 | $0 |
| STEPHEN FOSTER | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | PRESIDENT & CEO | 40.00 | $423,437 | $63,310 | $0 |
| MARY J GRECCO | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | CFO, VP & ASST SECRETARY | 40.00 | $330,000 | $51,047 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL KATZ | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | VICE PRESIDENT | 40.00 | $320,000 | $74,146 | $0 |
| JESSICA MOWLES | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | PROGRAM OFFICER | 40.00 | $125,000 | $54,650 | $0 |
| NIKOLE LAVELLE | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | GRANTS MANAGER | 40.00 | $96,500 | $43,586 | $0 |
| MEGAN NICKEL | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | PROGRAM ASST | 40.00 | $61,500 | $13,091 | $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 |
|---|---|---|---|---|---|
| OVERBROOK MANAGEMENT CORPORATION | |||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | INVESTMENT MANAGEMENT | $1,134,783 |
| GREENHAVEN ASSOCIATES INC | |||||
| 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | INVESTMENT MANAGEMENT | $386,820 |
| DSM CAPITAL PARTNERS | |||||
| 7111 FAIRWAY DRIVE | PALM BEACH GARDENS | FL | 33418 | INVESTMENT MANAGEMENT | $186,407 |
| NEPC LLC | |||||
| 255 STATE STREET | BOSTON | MA | 02109 | INVESTMENT CONSULTING | $102,300 |
| 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 | $146,878,394 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,640,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $422,917 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $166,942,199 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $166,942,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,504,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $164,438,066 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,221,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,221,903 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87,384 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87,384 | TotalTaxAmt |
| Distributable Before Adj | $8,134,519 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,134,519 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,134,519 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,458,773 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,458,773 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,458,773 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,134,519 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $478,742 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $381,112 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,496,164 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,270,258 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,479,348 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,105,624 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,458,773 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,134,519 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,324,254 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,429,878 | 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 | $478,742 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,951,136 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $381,112 | ExcessFromYear4Amt |
| Excess From Year3 | $1,496,164 | ExcessFromYear3Amt |
| Excess From Year2 | $1,270,258 | ExcessFromYear2Amt |
| Excess From Year1 | $1,479,348 | ExcessFromYear1Amt |
| Excess From Current Year | $2,324,254 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (199 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 350org | |||||||||||
| 20 Jay Street Suite 732 | Brooklyn | NY | 11201 | PC | General Operating Support | $40,000 | |||||
| Alliance Earth | |||||||||||
| PO Box 1636 | Basalt | CO | 81621 | PC | General Operating Support | $19,608 | |||||
| Alliance for a Greater New York (ALIGN) | |||||||||||
| 50 Broadway 29th Floor | New York | NY | 10004 | PC | General Support | $30,000 | |||||
| Alliance for Climate Education (ACE) | |||||||||||
| 4676 Broadway Suite A | Boulder | CO | 80304 | PC | Non-partisan Voter Registration Work | $15,000 | |||||
| Alliance for Climate Education (ACE) | |||||||||||
| 4676 Broadway Suite A | Boulder | CO | 80304 | PC | Non Partisan Voter Engagement Efforts in Arizona and Pennsylvania | $75,000 | |||||
| Alliance for Climate Education (ACE) | |||||||||||
| 4676 Broadway Suite A | Boulder | CO | 80304 | PC | General Operating Support | $95,000 | |||||
| Amazon Conservation Team | |||||||||||
| 4211 N Fairfax Drive | Arlington | VA | 22203 | PC | General Operating Support | $31,029 | |||||
| Amazon Watch | |||||||||||
| 520 3rd Street Suite 108 | Oakland | CA | 94607 | PC | General Operating Support | $50,000 | |||||
| American Civil Liberties Union Foundation | |||||||||||
| 125 Broad Street 18th floor | New York | NY | 10004 | PC | General Operating Support | $10,000 | |||||
| American Foundation for Suicide Prevention | |||||||||||
| 199 Water Street 11th Floor | New York | NY | 10038 | PC | General Operating Support | $4,000 | |||||
| American Jewish World Service (AJWS) | |||||||||||
| 45 West 36th Street | New York | NY | 10018 | PC | Promoting Human Rights for Marginalized people in Mesoamerica | $75,000 | |||||
| Ancramdale Neighbors Helping Neighbors Association Inc | |||||||||||
| PO Box 97 | Ancramdale | NY | 12503 | PC | General Operating Support | $1,250 | |||||
| Arizona Advocacy Network Foundation | |||||||||||
| 221 E Indianaola Ave | Phoenix | AZ | 85012 | PC | 2020 Arizona Poll Worker Recruitment | $53,000 | |||||
| ARTICLE 19 Office for Mexico and Central America | |||||||||||
| 1000 N West St 1200 | Wilmington | DE | 19801 | PC | General Operating Support | $30,000 | |||||
| As You Sow Foundation | |||||||||||
| 1611 Telegraph Ave Suite 1450 | Oakland | CA | 94612 | PC | Ocean Plastics, Consumer Packaging, and E Waste | $50,000 | |||||
| Asociacion de Comunidades Forestales de Peten - ACOFOP | |||||||||||
| NC | Mayan Biosphere Reserve in Guatemala | $40,000 | Tercera avenida cuarta calle zona 2 | Santa Elena | GT | 17029 | |||||
| Ballet Hispanico | |||||||||||
| 167 West 89th Street | New York | NY | 100241901 | PC | General Operating Support | $3,000 | |||||
| Barnard Center for Research on Women (BCRW) | |||||||||||
| 40 Claremont Avenue Milstein Center | New York | NY | 10027 | PC | Interrupting Criminalization: Research in Action | $35,000 | 6th Floor | ||||
| Behind the Book | |||||||||||
| 216 W 135th St Ground Floor | New York | NY | 10030 | PC | General Operating Support | $500 | |||||
| Better Future Project Inc | |||||||||||
| 30 Bow Street | Cambridge | MA | 02138 | PC | Communities Responding to Extreme Weather (CREW) | $25,000 | |||||
| Blueprint North Carolina | |||||||||||
| 3125 Poplarwood Ct Suite 300 | Raleigh | NC | 27604 | PC | $50,000 for General Operating Support & $200,000 to 501c3 non-partisan organizations in NC | $250,000 | |||||
| Bold Futures NM | |||||||||||
| 309 Gold Ave SW | Albuquerque | NM | 87102 | PC | General Operating Support | $35,000 | |||||
| Borealis Philanthropy | |||||||||||
| PO Box 3295 | Minneapolis | MN | 55403 | PC | Fund for Trans Generations | $50,000 | |||||
| Borealis Philanthropy | |||||||||||
| PO Box 3295 | Minneapolis | MN | 55403 | PC | Black Led Movement Fund | $80,000 | |||||
| Borealis Philanthropy | |||||||||||
| PO Box 3295 | Minneapolis | MN | 55403 | PC | Transforming Movements Fund | $100,000 | |||||
| Boston Center for the Arts | |||||||||||
| 539 Tremont Street | Boston | MA | 02116 | PC | Artist Relief Fund | $2,500 | |||||
| Boston Charitable Trust Fund | |||||||||||
| Boston City Hall No M-5 | Boston | MA | 02201 | PC | Boston Resiliency Fund | $5,000 | |||||
| Brennan Center for Justice | |||||||||||
| 120 Broadway Suite 1750 | New York | NY | 10271 | PC | Money in Politics Project | $100,000 | |||||
| Brick Presbyterian Church | |||||||||||
| 62 East 92nd Street | New York | NY | 10128 | PC | General Operating support | $1,000 | |||||
| Brookline Community Foundation | |||||||||||
| 40 Webster Place | Brookline | MA | 02445 | PC | For individuals or for families who have lost income due to Covid 19 | $5,000 | |||||
| Building Equity & Alignment for Impact | |||||||||||
| 23532 Calabasas Road Suite A | Calabasas | CA | 91302 | PC | General Operating Support | $50,000 | |||||
| BVM Capacity Building Institute | |||||||||||
| 3645 Marketplace Blvd STE 130-209 | East Point | GA | 30344 | PC | General Operating Support | $50,000 | |||||
| Center for Biological Diversity | |||||||||||
| PO Box 710 | Tucson | AZ | 857020710 | PC | Climate Law Institute | $60,000 | |||||
| Center for Justice and International Law | |||||||||||
| 1630 Connecticut Avenue NW Suite | Washington | DC | 20009 | PC | General Operating Support | $40,000 | 401 | ||||
| Charities Aid Foundation of America | |||||||||||
| 225 Reinekers Lane Suite 375 | Alexandria | VA | 22314 | PC | Photoworks, UK | $500 | |||||
| Child Mind Institute | |||||||||||
| 101 East 56th Street | New York | NY | 10022 | PC | General Operating Support | $1,500 | |||||
| City Lore Inc | |||||||||||
| 56 East First Street | New York | NY | 10003 | PC | Ric Burns' documentary project Driving While Black | $15,000 | |||||
| Civil Liberties Defense Center | |||||||||||
| 1430 Willamette Street 359 | Eugene | OR | 97401 | PC | General Operating Support | $28,000 | |||||
| Clean Water Fund | |||||||||||
| 350 Frank H Ogawa Plaza 200 | Oakland | CA | 94612 | PC | "Impact Ready" ReThink Disposable | $25,000 | |||||
| Climate Justice Alliance | |||||||||||
| 436 14th Street 5th Floor | Oakland | CA | 94612 | PC | General Operating Support | $50,000 | |||||
| COLOR | |||||||||||
| PO Box 40991 | Denver | CO | 80204 | PC | General Operating Support | $25,000 | |||||
| Columbia University Dept of Psychiatry | |||||||||||
| 516 West 168th 3rd Floor | New York | NY | 10032 | PC | General Operating Support | $500 | |||||
| Coming Clean Inc | |||||||||||
| 28 Vernon St Suite 434 | Brattleboro | VT | 05301 | PC | Campaign for Healthier Solutions | $60,000 | |||||
| Committee to Protect Journalists | |||||||||||
| 509 West 38th Street 5th floor | New York | NY | 10018 | PC | Press Freedom in the Americas | $25,000 | |||||
| Community Funds Inc | |||||||||||
| 909 Third Avenue | New York | NY | 10022 | PC | Overbrook Donor Advised Funds | $1,429,671 | |||||
| Comunidades Organizando el Poder y la Accin Latina (or COPAL) | |||||||||||
| 3702 E Lake Street | Minneapolis | MN | 55406 | PC | General Operating Support | $25,000 | |||||
| Confluence Philanthropy | |||||||||||
| 436 14th Street Suite 900 | Oakland | CA | 94612 | PC | Annual Membership | $1,500 | |||||
| Conservation Law Foundation | |||||||||||
| 62 Summer Street | Boston | MA | 02110 | PC | General Operating Support | $3,000 | |||||
| Coral Reef Alliance | |||||||||||
| 1330 Broadway Suite 600 | Oakland | CA | 94612 | PC | Work in Honduras Excluding Water Treatment Projects | $25,000 | |||||
| Council on the Environment Inc dba GrowNYC | |||||||||||
| PO Box 2327 | New York | NY | 10272 | PC | GrowNYC Food Scrap Drop Off Program | $65,000 | |||||
| Democracy Initiative Education Fund | |||||||||||
| 805 15th Street NW Suite 800 | Washington | DC | 20005 | PC | General Operating Support | $50,000 | |||||
| Demos A Network for Ideas & Action | |||||||||||
| 80 Broad Street 4th Floor | New York | NY | 10004 | PC | Inclusive Democracy Project | $100,000 | |||||
| Earthworks | |||||||||||
| 1612 K Street NW Ste 904 | Washington | DC | 20006 | PC | General Operating Support | $35,000 | |||||
| Ecology Center | |||||||||||
| 2530 San Pablo | Berkeley | CA | 94702 | PC | Spreading Legislation to Fight Plastic Waste | $35,000 | |||||
| Educational Video Center (EVC) | |||||||||||
| 313 Victory Blvd 3rd Floor | New York | NY | 10301 | PC | Un Benefit Celebration | $500 | |||||
| Environmental Defender Law Center | |||||||||||
| 1920 42nd Ave SW | Seattle | WA | 98116 | PC | General Operating Support | $80,000 | |||||
| Environmental Grantmakers Association | |||||||||||
| 475 Riverside Drive Suite 960 | New York | NY | 10115 | PC | 2020 Membership | $9,407 | |||||
| Environmental Grantmakers Association | |||||||||||
| 475 Riverside Drive Suite 960 | New York | NY | 10115 | PC | Environmental Fellows Program | $21,000 | |||||
| Environmental Investigation Agency | |||||||||||
| PO Box 53343 | Washington | DC | 20009 | PC | General Operating Support | $55,000 | |||||
| Environmental Protection Network | |||||||||||
| PO Box 42022 | Washington | DC | 20015 | PC | General Operating Support | $75,000 | |||||
| Esalen Institute | |||||||||||
| 3771 Rio Rd Suite 101 | Carmel | CA | 93923 | PC | General Operating Support | $500 | |||||
| Fair Count Inc | |||||||||||
| PO Box 170382 | Atlanta | GA | 30317 | PC | General Operating Support | $10,000 | |||||
| Fair Elections Center | |||||||||||
| 1825 K St Suite 450 | Washington | DC | 20006 | PC | General Operating Support | $25,000 | |||||
| Farnsworth Art Museum | |||||||||||
| 16 Museum Street | Rockland | ME | 04841 | PC | General Operating Support | $5,000 | |||||
| Florida Rights Restoration Coalition Education Fund | |||||||||||
| 4081 LB McLeod Road Suite C | Orlando | FL | 32811 | PC | General Operating Support | $53,000 | |||||
| Food System 6 Accelerator | |||||||||||
| c/o White Summers Caffe James 540 | Redwood City | CA | 94063 | PC | General Operating Support | $25,000 | Jefferson Avenue Suite 200 | ||||
| Food Tank | |||||||||||
| 1915 Bank Street | Baltimore | MD | 21231 | PC | General Operating Support | $30,000 | |||||
| Forward Together | |||||||||||
| 300 Frank Ogawa Plaza Suite 700 | Oakland | CA | 94612 | PC | Courageous Operating System Convening | $2,000 | |||||
| Forward Together | |||||||||||
| 300 Frank Ogawa Plaza Suite 700 | Oakland | CA | 94612 | PC | General Operating Support | $50,000 | |||||
| Front Line USA Foundation | |||||||||||
| 275 Madison Avenue Sixth Floor | New York | NY | 10016 | PC | Protection Support for Human Rights Defenders in Latin America | $50,000 | |||||
| Fund for Global Human Rights | |||||||||||
| 1301 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | Collective Protection for Human Rights Defenders and Environmental Activists in Honduras | $50,000 | 400 | ||||
| Funders for LGBTQ Issues | |||||||||||
| 45 West 36th Street 8th Floor | New York | NY | 10018 | PC | 2020 Annual Membership | $1,000 | |||||
| Funders for LGBTQ Issues | |||||||||||
| 45 West 36th Street 8th Floor | New York | NY | 10018 | PC | State Funders Working Group | $5,000 | |||||
| Funders for Reproductive Equity | |||||||||||
| PO Box 750 | Rockville | MD | 208480750 | PC | 2020 Membership | $1,375 | |||||
| Funders for Reproductive Equity | |||||||||||
| PO Box 750 | Rockville | MD | 208480750 | PC | Rockwood Fellowship for Leaders in Reproductive Health, Rights and Justice | $25,000 | |||||
| Girls Incorporated of New York City | |||||||||||
| 120 Wall Street Suite 1800 | New York | NY | 10005 | PC | General Operating Support | $1,000 | |||||
| Global Alliance for Incinerator Alternatives - GAIA | |||||||||||
| 1958 University Avenue | Berkeley | CA | 94704 | PC | GAIA U.S. Canada Program | $50,000 | |||||
| Global Greengrants Fund | |||||||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 80301 | PC | Environmental Defenders Collaborative | $85,000 | |||||
| Grassroots Global Justice Alliance | |||||||||||
| 2000 14th St NW Suite 104 73768 | Washington | DC | 20056 | PC | General Operating Support | $50,000 | |||||
| Greenpeace Fund Inc | |||||||||||
| 702 H Street NW Suite 300 | Washington | DC | 20001 | PC | Oceans Plastics | $10,000 | |||||
| Greg Hill Foundation | |||||||||||
| 800 W Cummings Park Suite 3700 | Woburn | MA | 01801 | PC | In support of restaurant industry workers impacted by Covid 19 closures | $3,000 | |||||
| Grist Magazine Inc | |||||||||||
| 1201 Western Ave Suite 410 | Seattle | WA | 98101 | PC | Environment Movement Media Project | $25,000 | |||||
| Grist Magazine Inc | |||||||||||
| 1201 Western Ave Suite 410 | Seattle | WA | 98101 | PC | General Operating Support | $50,000 | |||||
| Groundswell Fund | |||||||||||
| 548 Market St Suite 49734 | San Francisco | CA | 94104 | PC | General Operating Support | $75,000 | |||||
| Hetrick-Martin Institute Inc | |||||||||||
| 2 Astor Place FL 3 | New York | NY | 10003 | PC | General Operating Support | $500 | |||||
| Highlander Research & Education Center Inc | |||||||||||
| 1959 Highlander Way | New Market | TN | 37820 | PC | General Operating Support | $50,000 | |||||
| Humane Society of the United States | |||||||||||
| 1255 23rd Street NW Suite 450 | Washington | DC | 20037 | PC | General Operating Support | $7,500 | |||||
| In Our Backyards (iobyorg) | |||||||||||
| 540 President St 3rd Fl | Brooklyn | NY | 11215 | PC | General Operating Support | $50,000 | |||||
| Indian Law Resource Center | |||||||||||
| 602 N Ewing Street | Helena | MT | 59601 | PC | Protecting Maya Qeqchi Land and Resource Rights | $35,000 | |||||
| Innocence Project Inc | |||||||||||
| 40 Worth St Suite 701 | New York | NY | 10013 | PC | General Operating Support | $40,000 | |||||
| International Community Foundation | |||||||||||
| 2505 N Avenue | National City | CA | 91950 | PC | Grupo Ecologico Sierra Gorda, I.A.P | $26,750 | |||||
| International Fund for Animal Welfare | |||||||||||
| 290 Summer Street | Yarmouth Port | MA | 026751734 | PC | General Operating Support | $2,500 | |||||
| Ironbound Community Corporation | |||||||||||
| 317 Elm St | Newark | NJ | 07105 | PC | Environmental Justice Program | $35,000 | |||||
| Just Associates Inc | |||||||||||
| 2040 S Street NW | Washington | DC | 20009 | PC | Supporting Women Land and Territory Defenders in Honduras | $25,000 | |||||
| Just Transition Alliance | |||||||||||
| 2615 Camino del Rio South Suite 400 | San Diego | CA | 92108 | PC | General Operating Support | $30,000 | |||||
| JustFund | |||||||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | PC | General Operating Support | $50,000 | |||||
| Justice in Motion | |||||||||||
| 789 Washington Ave | Brooklyn | NY | 11238 | PC | General Operating Support | $50,000 | |||||
| Kentucky Health Justice Network | |||||||||||
| PO Box 4761 | Louisville | KY | 40204 | PC | Take Root Red State Reproductive Justice Conference | $10,000 | |||||
| Lambda Legal Defense & Education Fund | |||||||||||
| 120 Wall Street | New York | NY | 10005 | PC | General Operating Support | $1,000 | |||||
| Lambda Legal Defense & Education Fund | |||||||||||
| 120 Wall Street | New York | NY | 10005 | PC | Law and Policy Project | $60,000 | |||||
| Latino Community Fund Inc | |||||||||||
| PO Box 3299 | Decatur | GA | 30031 | PC | LatinX Vote | $3,000 | |||||
| Lawyers' Committee for Civil Rights Under Law | |||||||||||
| 1500 K Street NW Suite 900 | Washington | DC | 20005 | PC | General Operating Support | $60,000 | |||||
| LegacyWorks Group | |||||||||||
| 521 Santa Barbara Street | Santa Barbara | CA | 93101 | PC | Catalyzing a Sustainable, Resilient Conservation Economy in Cabo del Este, B.C.S | $40,000 | |||||
| Legal Services for Prisoners with Children | |||||||||||
| 4400 Market Street | Oakland | CA | 94608 | PC | General Operating Support | $25,000 | |||||
| Louisiana Bucket Brigade | |||||||||||
| 3416 B Canal Street | New Orleans | LA | 70119 | PC | Defending Democracy from the Petrochemical Buildout in Louisiana | $30,000 | |||||
| Mesoamerican Initiative of WHRDs (IM-Defensoras) | |||||||||||
| NC | Strengthening Networks of Mesoamerican Women Human Rights Defenders | $25,000 | 123 Slater Street Suite 600 | Ottawa | CA | K1P 5H2 | |||||
| Midwest Environmental Justice Network | |||||||||||
| 1201 Connecticut Ave NW 300 | Washington | DC | 20036 | PC | General Operating Support | $20,000 | |||||
| Mongabay Org Corp | |||||||||||
| 37 WSummit Dr | Emerald Hills | CA | 94062 | PC | Identifying Effective Reforestation Initiatives | $50,000 | |||||
| Mongabay Org Corp | |||||||||||
| 37 WSummit Dr | Emerald Hills | CA | 94062 | PC | Mongabay Latam | $75,000 | |||||
| Mosaic | |||||||||||
| 268 Bush Street | San Francisco | CA | 94104 | PC | General Operating Support | $75,000 | |||||
| Mount Sinai Hospital | |||||||||||
| 320 East 94th St 2nd Floor | New York | NY | 10128 | PC | Dubin Breast Center | $4,000 | |||||
| MOVE Texas Civic Fund | |||||||||||
| 1023 N Pine St Bldg 6 | San Antonio | TX | 78202 | PC | Texas Youth Election Worker Recruitment Plan | $40,000 | |||||
| Nantucket Island Safe Harbor for Animals | |||||||||||
| PO Box 2844 | Nantucket | MA | 02584 | PC | General Operating Support | $515 | |||||
| National Advocates for Pregnant Women | |||||||||||
| 575 8th Ave Fl 8 | New York | NY | 10018 | PC | General Operating Support | $50,000 | |||||
| National Asian Pacific American Women's Forum (NAPAWF) | |||||||||||
| PO Box 13255 | Chicago | IL | 60613 | PC | General Operating Support | $50,000 | |||||
| National Association for the Advancement of Colored People | |||||||||||
| 4805 Mt Hope Drive | Baltimore | MD | 21215 | PC | Civil Engagement Program | $10,000 | |||||
| National Center for Family Philanthropy | |||||||||||
| 1667 K St NW 550 | Washington | DC | 20006 | PC | Annual Membership 11.1.20 - 10.31.21 | $2,400 | |||||
| National Economic & Social Rights Initiative | |||||||||||
| 90 John Street Suite 501 | New York | NY | 10038 | PC | General Operating Support | $50,000 | |||||
| National Latina Institute for Reproductive Health | |||||||||||
| 50 Broad Street Suite 1937 | New York | NY | 10004 | PC | General Operating Support | $30,000 | |||||
| Natural Resources Defense Council | |||||||||||
| 40 West 20th Street | New York | NY | 10011 | PC | Environmental Justice, Climate Change and Solid Waste | $50,000 | |||||
| Neighborhood Funders Group | |||||||||||
| 300 Frank H Ogawa Plaza Suite 700 | Oakland | CA | 94612 | PC | 2020 Membership and FFJ Sponsorship | $4,250 | |||||
| Nellie Mae Education Foundation | |||||||||||
| 1250 Hancock Street Suite 701N | Quincy | MA | 02169 | PC | Rapid Response Grant Fund Covid 19 | $5,000 | |||||
| New Florida Majority Education Fund Inc | |||||||||||
| 10800 Biscayne Blvd Suite 1050 | Miami | FL | 33161 | PC | General Operating Support | $150,000 | |||||
| New Georgia Project Inc | |||||||||||
| 830 Glenwood Ave SE Suite 510-221 | Atlanta | GA | 30316 | PC | General Operating Support | $75,500 | |||||
| New York Civil Liberties Union Foundation | |||||||||||
| 125 Broad Street 19th Floor | New York | NY | 10004 | PC | General Operating Support | $20,000 | |||||
| New York Harbor Foundation | |||||||||||
| 10 South Street | New York | NY | 10004 | PC | General Operating Support | $40,000 | |||||
| New York Studio School | |||||||||||
| 8 West 8th Street | New York | NY | 10011 | PC | General Operating Support | $18,608 | |||||
| North Carolina Black Alliance | |||||||||||
| PO Box 27886 | Raleigh | NC | 27611 | PC | General Operating Support | $2,000 | |||||
| North Carolina Black Alliance | |||||||||||
| PO Box 27886 | Raleigh | NC | 27611 | PC | Walk the Walk 2020 | $2,000 | |||||
| Not An Alternative Inc | |||||||||||
| 9719 SW 180th St | Vashon | WA | 98070 | PC | General Operating Support | $50,000 | |||||
| OLE Education Fund | |||||||||||
| 411 Bellamah NW | Albuquerque | NM | 87102 | PC | General Operating Support | $50,000 | |||||
| One Arizona | |||||||||||
| 530 E McDowell Road Suite 107-448 | Phoenix | AZ | 85004 | PC | $50,000 for General Operating Support and $125,000 to six 501c3 eligible Arizona based groups | $175,000 | |||||
| One Pennsylvania | |||||||||||
| 1414 Brighton Rd | Pittsburgh | PA | 15212 | PC | Socially Distant Voter Registration and Vote by Mail Application | $53,000 | |||||
| Pennsylvania Voice | |||||||||||
| 123 South Broad Street Suite 630 | Philadelphia | PA | 19109 | PC | General Operating Support | $60,000 | |||||
| People for the Ethical Treatment of Animals (PETA) | |||||||||||
| 501 Front St | Norfolk | VA | 23510 | PC | General Operating Support | $10,000 | |||||
| Philanthropic Ventures Foundation | |||||||||||
| 1222 Preservation Park Way | Oakland | CA | 94612 | PC | Toledo Institute of Development and Environment | $70,000 | |||||
| Philanthropy New York | |||||||||||
| 320 East 43rd Street | New York | NY | 10017 | PC | 2020 Membership | $14,350 | |||||
| Pines Care Center | |||||||||||
| PO Box 5333 | Fire Island Pines | NY | 11782 | PC | General Operating Support | $500 | |||||
| Piper Fund | |||||||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | PC | Piper Fund: Building a Healthy Democracy for All | $125,000 | |||||
| Plastic Solutions Fund | |||||||||||
| 6 West 48th Street 10th Floor | New York | NY | 10036 | PC | General Operating Support | $200,000 | |||||
| Polly Hill Arboretum | |||||||||||
| 809 State Rd | West Tisbury | MA | 02575 | PC | General Operating Support | $500 | |||||
| Power Shift Network | |||||||||||
| 1875 Connecticut Avenue NW 10th | Washington | DC | 20009 | PC | General Operating Support | $25,000 | Floor | ||||
| ProGeorgia State Table Inc | |||||||||||
| 151 Ellis St NE | Atlanta | GA | 30303 | PC | General Operating Support | $250 | |||||
| Progressive Multiplier Fund | |||||||||||
| 714 G Street SE Suite 200 | Washington | DC | 20004 | PC | General Operation Support | $50,000 | |||||
| Proteus Fund Inc | |||||||||||
| 15 Research Dr Suite B | Amherst | MA | 01002 | PC | RISE Together Fund | $300 | |||||
| Proteus Fund Inc | |||||||||||
| 15 Research Dr Suite B | Amherst | MA | 01002 | PC | Rights, Faith, Democracy Collaborative Fund | $150,000 | |||||
| Rainforest Action Network | |||||||||||
| 425 Bush St Suite 300 | San Francisco | CA | 94108 | PC | General Operating Support | $40,000 | |||||
| Rainforest Alliance | |||||||||||
| 233 Broadway 28th Floor | New York | NY | 10279 | PC | General Operating Support | $5,315 | |||||
| Rainforest Alliance | |||||||||||
| 233 Broadway 28th Floor | New York | NY | 10279 | PC | Reactivating Forest Based Economies in Guatemalas Maya Biosphere Reserve | $70,000 | |||||
| RepresentUs Education Fund | |||||||||||
| PO Box 60008 | Florence | MA | 01062 | PC | General Operating Support | $50,000 | |||||
| SAGE | |||||||||||
| 305 7th Avenue 15th Floor | New York | NY | 10001 | PC | General Operating Support | $3,500 | |||||
| Sayville Cabinet for the Sick Inc | |||||||||||
| 24 Collins Ave | Sayville | NY | 11782 | PC | General Operating Support | $250 | |||||
| Smithsonian Institution | |||||||||||
| 1000 Jefferson Drive NW | Washington | DC | 20560 | PC | Earth Optimism Summit 2020 | $25,000 | |||||
| Solitary Watch | |||||||||||
| 123 7th Avenue 166 | Brooklyn | NY | 11215 | PC | General Operating Support | $35,000 | |||||
| Soul Sisters Leadership Collective Inc | |||||||||||
| 1951 NW 7th Ave 600 | Miami | FL | 33136 | PC | General Operating Support | $500 | |||||
| St Stephen's School Corporation | |||||||||||
| 15 Gramercy Park South | New York | NY | 10003 | PC | General Operating Support | $2,597 | |||||
| Stand | |||||||||||
| 548 Market St Suite 74196 | San Francisco | CA | 94104 | PC | General Operating Support | $50,000 | |||||
| Strong Towns | |||||||||||
| 1001 Kingwood Street Studio 116 | Brainerd | MN | 56401 | PC | General Operating Support | $600 | |||||
| Sunrise Movement Education Fund | |||||||||||
| 50 F St NW Ste 700 | Washington | DC | 20001 | PC | General Operating Support | $60,000 | |||||
| Tate Americas Foundation | |||||||||||
| 520 West 27th Street 404 | New York | NY | 10001 | PC | General Operating Support | $8,392 | |||||
| Texas Environmental Justice Advocacy Services | |||||||||||
| 6731 Harrisburg | Houston | TX | 77011 | PC | General Operating Support | $30,000 | |||||
| Texas Organizing Project Education Fund | |||||||||||
| PO Box 120296 | San Antonio | TX | 78212 | PC | General Operating Support | $53,000 | |||||
| The Center for Family Justice Inc | |||||||||||
| 753 Fairfield Avenue | Bridgeport | CT | 06604 | PC | General Operating Support | $1,750 | |||||
| The Field | |||||||||||
| 75 Maiden Lane Suite 906 | New York | NY | 10038 | PC | Jose Sebastian's Hamptons Dance Project | $7,500 | |||||
| The Helicon Foundation Inc | |||||||||||
| 300 Park Avenue 12th Floor | New York | NY | 10022 | PC | General Operating Support | $500 | |||||
| The New Press | |||||||||||
| 120 Wall Street 31st Floor | New York | NY | 07302 | PC | General Operating Support | $32,375 | |||||
| The Pines Foundation | |||||||||||
| PO Box 5305 | Fire Island Pines | NY | 11782 | PC | General Operating Support | $1,000 | |||||
| The Story of Stuff Project | |||||||||||
| 1442 A Walnut Street 272 | Berkeley | CA | 94709 | PC | Environmental Movement Media Project | $25,000 | |||||
| The Story of Stuff Project | |||||||||||
| 1442 A Walnut Street 272 | Berkeley | CA | 94709 | PC | General Operating Support | $50,000 | |||||
| The Tides Foundation | |||||||||||
| PO Box 399389 | San Francisco | CA | 94129 | PC | Movement Voter Fund | $3,000 | |||||
| The Trevor Project Inc | |||||||||||
| PO Box 69232 | West Hollywood | CA | 90069 | PC | General Operating Support | $250 | |||||
| The Weston Warm-Up Fund Inc | |||||||||||
| PO Box 1254 | Weston | CT | 06883 | PC | General Operating Support | $1,000 | |||||
| The Wildfire Project | |||||||||||
| 12651 San Pablo Ave 5473 | Richmond | CA | 94805 | PC | General Operating Support | $45,000 | |||||
| Third Wave Fund | |||||||||||
| 15 Research Drive | Amherst | MA | 01002 | PC | General Operating Support | $125,000 | |||||
| Transgender Law Center | |||||||||||
| PO Box 70976 | Oakland | CA | 94612 | PC | General Operating Support | $50,000 | |||||
| Transportation Alternatives Inc | |||||||||||
| 111 John Street Suite 260 | New York | NY | 10038 | PC | Advancing Congestion Pricing in New York City | $20,000 | |||||
| Trusted Elections Fund | |||||||||||
| 1201 Connecticut Avenue NW Ste 300 | Washington | DC | 20036 | PC | General Operating Support | $150,000 | |||||
| UJA-Federation of NY | |||||||||||
| PO Box 4227 | New York | NY | 10261 | PC | General Operating Support | $500 | |||||
| Unit for Protection of Human Rights Defenders - Guatemala | |||||||||||
| NC | Support for Human Rights Defenders in Guatemala | $25,000 | 1era calle 7-45 zona 1 | Guatemala | GT | 01001 | |||||
| United Way of Massachusetts Bay Inc | |||||||||||
| 21 Park Street | Attleboro | MA | 02703 | PC | One Chelsea Fund | $4,000 | |||||
| UPROSE | |||||||||||
| 462 36th St Suite 3A | Brooklyn | NY | 11232 | PC | General Operating Support | $35,000 | |||||
| URGE | |||||||||||
| 734 15th St NW Suite 800 | Washington | DC | 20005 | PC | General Operating Support | $40,000 | |||||
| Urgent Action Fund of Latin America for Women's Human Rights | |||||||||||
| NC | Rapid Response Support for Women Human Rights Defenders in Latin America and the Caribbean | $50,000 | Carrera 27A No 40A-68 | Bogota | CO | 111311 | |||||
| US Climate Action Network | |||||||||||
| 50 F Street NW 8th Floor | Washington | DC | 20001 | PC | General Operating Support | $50,000 | |||||
| Voter Choice Education Fund | |||||||||||
| 38 Brandymeade Cir | Stow | MA | 01775 | PC | General Operating Support | $1,000 | |||||
| We The People Michigan | |||||||||||
| 614 Seymour Ave | Lansing | MI | 48933 | PC | General Operating Support | $50,000 | |||||
| We the Protestors Inc | |||||||||||
| 10 Liberty Street 38D | New York | NY | 10005 | PC | Campaign Zero | $750 | |||||
| Weston Volunteer EMS | |||||||||||
| PO Box 1163 | Weston | CT | 06883 | PC | Year End Giving Campaign | $1,034 | |||||
| Weston Volunteer Fire Department | |||||||||||
| 56 Norfield Rd | Weston | CT | 06883 | PC | General Operating Support | $1,000 | |||||
| Wildlife Conservation Network | |||||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | PC | Elephant Crisis Fund | $25,000 | |||||
| Wildlife Conservation Society (WCS) | |||||||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | PC | Proactively Addressing Emerging Threats to Mesoamericas Forests and Wildlife | $100,000 | |||||
| WINGS | |||||||||||
| PO Box 1043 | Pueblo | CO | 81002 | PC | General Operating Support | $10,000 | |||||
| Wisconsin Voices Inc | |||||||||||
| 633 S Hawley Rd Suite 112 | Milwaukee | WI | 53214 | PC | General Operating Support | $500 | |||||
| Wisconsin Voices Inc | |||||||||||
| 633 S Hawley Rd Suite 112 | Milwaukee | WI | 53214 | PC | Expanding 2020 Civic Engagement in Wisconsin | $250,000 | |||||
| Wisdom Inc | |||||||||||
| 2821 N 4th Street Suite 217 | Milwaukee | WI | 53212 | PC | Expanding 2020 Civic Engagement in Wisconsin | $10,000 | |||||
| WITNESS | |||||||||||
| 80 Hanson Place 5th Floor | Brooklyn | NY | 11217 | PC | Using Video and Technology to Protect and Defend Human Rights in Latin America | $50,000 | |||||
| Women's Rights and Empowerment Network | |||||||||||
| 1201 Main Street 320 | Columbia | SC | 29201 | PC | General Operating Support | $50,000 | |||||
| Ya axche Conservation Trust | |||||||||||
| NC | Biodiversity conservation within the Bladen Nature Reserve, Belize | $40,000 | PO Box 177 Ogaldez St | Punta Gorda Town | BH | ||||||
| Youth First Initiative | |||||||||||
| 1201 Connecticut Avenue NW Ste 300 | Washington | DC | 20036 | PC | General Operating Support | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,713,076 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 350org | |||||||
| 20 Jay Street Suite 732 | Brooklyn | NY | 11201 | PC | General Operating Support | $40,000 | |
| Alliance for a Greater New York (ALIGN) | |||||||
| 50 Broadway 29th Floor | New York | NY | 10004 | PC | General Support | $30,000 | |
| Alliance for Climate Education (ACE) | |||||||
| 4676 Broadway Suite A | Boulder | CO | 80304 | PC | General Operating Support | $70,000 | |
| ARTICLE 19 Office for Mexico and Central America | |||||||
| 1000 N West St 1200 | Wilmington | DE | 19801 | PC | General Operating Support | $30,000 | |
| Coming Clean Inc | |||||||
| 28 Vernon St Suite 434 | Brattleboro | VT | 05301 | PC | Campaign for Healthier Solutions | $60,000 | |
| Committee to Protect Journalists | |||||||
| 509 West 38th Street 5th floor | New York | NY | 10018 | PC | Press Freedom in the Americas | $25,000 | |
| Deep Sea Conservation Coalition | |||||||
| 4010 Stone Way North Suite 210 | Seattle | WA | 981038099 | PC | Deep Sea Mining Work | $50,000 | |
| Demos A Network for Ideas & Action | |||||||
| 80 Broad Street 4th Floor | New York | NY | 10004 | PC | Inclusive Democracy Project | $100,000 | |
| Earthworks | |||||||
| 1612 K Street NW Ste 904 | Washington | DC | 20006 | PC | General Operating Support | $35,000 | |
| Ecology Center | |||||||
| 2530 San Pablo | Berkeley | CA | 94702 | PC | Spreading Legislation to Fight Plastic Waste | $35,000 | |
| Environmental Defender Law Center | |||||||
| 1920 42nd Ave SW | Seattle | WA | 98116 | PC | General Operating Support | $40,000 | |
| Environmental Grantmakers Association | |||||||
| 475 Riverside Drive Suite 960 | New York | NY | 10115 | PC | Environmental Fellows Program | $21,000 | |
| Food System 6 Accelerator | |||||||
| c/o White Summers Caffe James 540 | Redwood City | CA | 94063 | PC | General Operating Support | $25,000 | Jefferson Avenue Suite 200 |
| Food Tank | |||||||
| 1915 Bank Street | Baltimore | MD | 21231 | PC | General Operating Support | $30,000 | |
| Forward Together | |||||||
| 300 Frank Ogawa Plaza Suite 700 | Oakland | CA | 94612 | PC | General Operating Support | $50,000 | |
| Grassroots Global Justice Alliance | |||||||
| 2000 14th St NW Suite 104 73768 | Washington | DC | 20056 | PC | General Operating Support | $50,000 | |
| Grist Magazine Inc | |||||||
| 1201 Western Ave Suite 410 | Seattle | WA | 98101 | PC | General Operating Support | $50,000 | |
| In Our Backyards (iobyorg) | |||||||
| 540 President St 3rd Fl | Brooklyn | NY | 11215 | PC | General Operating Support | $50,000 | |
| JustFund | |||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | PC | General Operating Support | $50,000 | |
| Lambda Legal Defense & Education Fund | |||||||
| 120 Wall Street | New York | NY | 10005 | PC | Law and Policy Project | $120,000 | |
| National Advocates for Pregnant Women | |||||||
| 575 8th Ave Fl 8 | New York | NY | 10018 | PC | General Operating Support | $50,000 | |
| National Asian Pacific American Women's Forum (NAPAWF) | |||||||
| PO Box 13255 | Chicago | IL | 60613 | PC | General Operating Support | $50,000 | |
| Natural Resources Defense Council | |||||||
| 40 West 20th Street | New York | NY | 10011 | PC | Environmental Justice, Climate Change and Solid Waste | $50,000 | |
| Piper Fund | |||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | PC | Piper Fund: Building a Healthy Democracy for All | $125,000 | |
| Plastic Solutions Fund | |||||||
| 6 West 48th Street 10th Floor | New York | NY | 10036 | PC | General Operating Support | $50,000 | |
| Progressive Multiplier Fund | |||||||
| 714 G Street SE Suite 200 | Washington | DC | 20004 | PC | General Operation Support | $50,000 | |
| Rainforest Alliance | |||||||
| 233 Broadway 28th Floor | New York | NY | 10279 | PC | Reactivating Forest Based Economies in Guatemalas Maya Biosphere Reserve | $70,000 | |
| Texas Environmental Justice Advocacy Services | |||||||
| 6731 Harrisburg | Houston | TX | 77011 | PC | General Operating Support | $30,000 | |
| The Wildfire Project | |||||||
| 12651 San Pablo Ave 5473 | Richmond | CA | 94805 | PC | General Operating Support | $45,000 | |
| Third Wave Fund | |||||||
| 15 Research Drive | Amherst | MA | 01002 | PC | General Operating Support | $75,000 | |
| Transgender Law Center | |||||||
| PO Box 70976 | Oakland | CA | 94612 | PC | General Operating Support | $50,000 | |
| UPROSE | |||||||
| 462 36th St Suite 3A | Brooklyn | NY | 11232 | PC | General Operating Support | $35,000 | |
| URGE | |||||||
| 734 15th St NW Suite 800 | Washington | DC | 20005 | PC | General Operating Support | $80,000 | |
| Wildlife Conservation Society (WCS) | |||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | PC | Proactively Addressing Emerging Threats to Mesoamericas Forests and Wildlife | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,821,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,784,740 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $10,883 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $487,536 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,627,035 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$381,150 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$709,844 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $106,386 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,712,814 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,819,200 | 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 | OWEN FLANAGAN CPA'S - AUDIT AND TAX PREPARATION | CategoryTxt |
| Amt | $37,000 | Amt |
| Net Investment Income | $27,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,750 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2006-12-01 | $32,049 | $32,049 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2014-12-31 | $88,413 | $40,698 | 200DB | 7.000000000000 | $8,420 | $0 |
| LEASEHOLD IMPROVEMENTS | 2006-12-01 | $274,641 | $243,704 | 150DB | 15.000000000000 | $16,204 | $0 |
| LEASEHOLD IMPROVEMENTS | 2015-04-01 | $3,390 | $2,541 | 200DB | $535 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2015-03-01 | $118,422 | $54,511 | 200DB | $11,278 | $0 | |
| FURNITURE & FIXTURES | 2015-06-30 | $88,383 | $40,686 | SL | 7.000000000000 | $8,418 | $0 |
| LEASEHOLD IMPROVEMENTS | 2015-04-01 | $117,411 | $88,057 | 200DB | $18,539 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2015-03-01 | $92,118 | $42,403 | 200DB | $8,773 | $0 | |
| CONF ROOM WINDOWS | 2016-09-01 | $11,320 | $5,032 | SL | 5.000000000000 | $1,258 | $0 |
| AV EQUIPMENT | 2019-01-01 | $63,751 | $8,349 | SL | 7.000000000000 | $9,107 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| Asociacion de Comunidades Forestales de Peten - ACOFOP | |||||||||
| Tercera avenida cuarta calle zona 2 | Santa Elena | GT | 2020-06-01 | $40,000 | Mayan Biosphere Reserve, Guatemala | $40,000 | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in compliance | No independent verification is required at this time |
| Ya'axch Conservation Trust | |||||||||
| 20A George Price Street | Punta Gorda | BH | 2020-03-01 | $40,000 | Bladen Nature Reserve, Belize | $40,000 | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in compliance | No independent verification is required at this time |
| Mesoamerican Initiative of WHRDs | |||||||||
| 123 Slater Street | Ottawa | CA | 2020-06-01 | $25,000 | Strengthening Networks of Mesoamerican Women Human Rights Defenders | $25,000 | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in compliance | No independent verification is required at this time |
| Unit for Protection of Human Rights Defernders - Guatemala | |||||||||
| 1era calle 7-45 zona 1 | Guatemala City | GT | 2020-05-01 | $25,000 | Support for Human Rights Defenders in Guatemala | $25,000 | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in compliance | No independent verification is required at this time |
| Urgent Action Fund of Latim America for Women's Health Rights | |||||||||
| Carrera 27A | Bogota | CO | 2020-08-01 | $50,000 | Rapid Response Support for Women Human Rights Defenders in Latin America & the Caribbean | $50,000 | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in compliance | No independent verification is required at this time |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (84 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADIENT plc | $173,850 | $173,850 |
| ADOBE SYS INC | $2,290,550 | $2,290,550 |
| ALIBABA | $3,264,736 | $3,264,736 |
| ALPHABET INC CL A | $2,926,908 | $2,926,908 |
| ALPHABET INC CL C | $3,766,542 | $3,766,542 |
| AMAZON.COM INC | $3,582,623 | $3,582,623 |
| AMERICAN TOWER CORP | $228,949 | $228,949 |
| AMERICAN WTR WKS CO INC | $202,580 | $202,580 |
| AON PLC | $988,744 | $988,744 |
| APPLE INC | $363,040 | $363,040 |
| AUTOLIV INC | $202,620 | $202,620 |
| AUTOMATIC DATA PROCESSING INC | $743,564 | $743,564 |
| BERKSHIRE HATHAWAY CLASS B | $1,577,875 | $1,577,875 |
| BLACKSTONE GROUP L P COM UNIT LTD | $335,068 | $335,068 |
| BOOKING HOLDINGS INC | $155,909 | $155,909 |
| BOOZ ALLEN HAMILTON HOLDING CORP | $148,206 | $148,206 |
| BOSTON SCIENTIFIC CORP | $640,629 | $640,629 |
| BROWN ADVISORY SUSTAINABLE GROWTH FD INST SHS | $16,573,431 | $16,573,431 |
| BURLINGTON STORES INC | $758,495 | $758,495 |
| CF INDS HLDGS INC COM | $971,621 | $971,621 |
| CHARTER COMMUNICATIONS INC CL A | $277,851 | $277,851 |
| CITIGROUP INC | $4,837,720 | $4,837,720 |
| CME GROUP INC | $967,050 | $967,050 |
| CONSTELLIUM SE | $3,138,377 | $3,138,377 |
| D R HORTON INC COM | $1,681,648 | $1,681,648 |
| DARLING INGREDIENTS INC COM | $4,251,189 | $4,251,189 |
| DEERE & CO COM | $2,286,925 | $2,286,925 |
| ECN CAPITAL CORP | $687,771 | $687,771 |
| EPAM SYSTEMS INC | $1,010,547 | $1,010,547 |
| FACEBOOK INC CL A | $4,534,183 | $4,534,183 |
| FIRST REPUBLIC BANK | $230,680 | $230,680 |
| FMC CORP | $567,984 | $567,984 |
| FORD MOTOR COMPANY | $1,039,857 | $1,039,857 |
| FORTINET INC COM | $442,619 | $442,619 |
| FORTIVE CORPORATION | $189,798 | $189,798 |
| GAMESYS GROUP PLC | $3,358,647 | $3,358,647 |
| GENERAL MTRS CO COM | $4,580,400 | $4,580,400 |
| GLOBAL PMTS INC COM | $697,961 | $697,961 |
| GODADDY INC CL A | $583,968 | $583,968 |
| GOLDMAN SACHS GROUP INC | $4,510,760 | $4,510,760 |
| GRIFFIN MINING LIMITED | $2,558,334 | $2,558,334 |
| HEALTHEQUITY INC COM | $131,055 | $131,055 |
| HOME DEPOT INC | $140,779 | $140,779 |
| INTUIT COM | $1,188,931 | $1,188,931 |
| JPMORGAN CHASE & CO | $841,585 | $841,585 |
| LEAR CORP | $572,508 | $572,508 |
| LEIDOS HLDGS INC COM | $228,110 | $228,110 |
| LENNAR CORP CL A | $2,873,871 | $2,873,871 |
| LENNAR CORP COM Class B | $48,960 | $48,960 |
| LIVENT CORP | $521,680 | $521,680 |
| MARSH & MCLENNAN COS COM | $152,100 | $152,100 |
| MASTERCARD INC CL A | $799,903 | $799,903 |
| MELROSE INDUSTRIES PLC ORD | $835,497 | $835,497 |
| METTLER TOLEDO INTERNATIONAL COM | $79,778 | $79,778 |
| MICROSOFT CORP | $4,811,389 | $4,811,389 |
| MILLER CONVERTIBLE BOND FUND CLASS I | $1,955,710 | $1,955,710 |
| MONSTER BEVERAGE CORP NEW COM | $608,981 | $608,981 |
| MORGAN STANLEY COM NEW | $3,440,206 | $3,440,206 |
| NETFLIX INC COM | $113,553 | $113,553 |
| NEUROCRINE BIOSCIENCES INC COM | $427,012 | $427,012 |
| PAYPAL HOLDINGS, INC. | $3,586,773 | $3,586,773 |
| PULTE HOMES INC COM | $431,200 | $431,200 |
| RE MAX HLDGS INC CL A | $186,010 | $186,010 |
| ROYALTY PHARMA PLC | $941,390 | $941,390 |
| RYMAN HOSPITALITY PROPERTIES | $949,724 | $949,724 |
| S&P GLOBAL INC | $134,779 | $134,779 |
| SALESFORCE COM INC COM | $202,502 | $202,502 |
| SCHWAB CHARLES CP NEW COM | $1,167,410 | $1,167,410 |
| SHERWIN WILLIAMS CO COM | $274,856 | $274,856 |
| SIRIUS XM HLDGS INC COM | $936,963 | $936,963 |
| SPX CORPORATION | $1,462,272 | $1,462,272 |
| SUNOPTA INC | $1,748,960 | $1,748,960 |
| TENCENT HLDGS LTD ADR | $2,102,783 | $2,102,783 |
| TENCENT HOLDINGS LTD - HKD | $1,290,413 | $1,290,413 |
| THERMO FISHER SCIENTIFIC INC | $227,766 | $227,766 |
| T-MOBILE US INC | $763,790 | $763,790 |
| TOLL BROTHERS INC COM | $1,086,750 | $1,086,750 |
| UNITEDHEALTH GROUP INC COM | $869,686 | $869,686 |
| VISA INC COM CL A | $2,326,850 | $2,326,850 |
| VONTIER CORP | $127,925 | $127,925 |
| WAL-MART STORES INC | $442,973 | $442,973 |
| WASTE CONNECTIONS INC COM | $204,114 | $204,114 |
| WHIRLPOOL CORP COM | $1,949,292 | $1,949,292 |
| ZOETIS INC | $843,223 | $843,223 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (33 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BGT INVESTOR III, L.L.C. | FMV | $962,238 | $962,238 |
| CLOSED LOOP LEADERSHIP FUND, LP | FMV | $914,992 | $914,992 |
| COMMONFUND GLOBAL DISTRESSED INVESTORS LLC | FMV | $54,636 | $54,636 |
| COMMUNITAS CAPITAL PARTNERS FUND I, LP | FMV | $1,152,866 | $1,152,866 |
| CONSONANCE CAPITAL INVESTORS LTD | FMV | $4,108,796 | $4,108,796 |
| DELTEC SPECIAL SITUATIONS PARTNERS, LP | FMV | $3,116,695 | $3,116,695 |
| DUNE REAL ESTATE PARALLEL FUND LP | FMV | $14,604 | $14,604 |
| EMERALD CREEK CAPITAL FUND IV, LLC | FMV | $2,974,450 | $2,974,450 |
| EMERALD CREEK CAPITAL CAYMAN INCOME FUND V, LP | FMV | $4,393,893 | $4,393,893 |
| EMERGING EUROPE GROWTH FUND II, LP | FMV | $232,837 | $232,837 |
| EMERGING EUROPE GROWTH FUND, LP | FMV | $24,485 | $24,485 |
| ENDOWMENT VENTURE PARTNERS V, LP | FMV | $32,099 | $32,099 |
| ENLIGHTENMENT CAPITAL SOLUTIONS FUND II, L.P. | FMV | $2,367,229 | $2,367,229 |
| ENLIGHTENMENT CAPITAL SOLUTIONS FUND III, L.P. | FMV | $2,436,674 | $2,436,674 |
| FACT GLOBAL LONG SHORT FUND, LP | FMV | $4,659,814 | $4,659,814 |
| GS VINTAGE FUND III OFFSHORE LP | FMV | $12,988 | $12,988 |
| GS VINTAGE FUND V OFFSHORE, LP | FMV | $151,981 | $151,981 |
| GS CAPITAL PARTNERS V INSTITUTIONAL | FMV | $31,779 | $31,779 |
| GS CAPITAL PARTNERS VI PARALLEL, LP | FMV | $154,024 | $154,024 |
| GS OFFSHORE MEZZANINE PARTNERS | FMV | $41,878 | $41,878 |
| L+M WORKFORCE HOUSING FUND, LP | FMV | $1,061,096 | $1,061,096 |
| NEW VERNON INDIA (CAYMAN) FUND | FMV | $151,463 | $151,463 |
| NITORUM OFFSHORE FUND, LTD. | FMV | $3,626,968 | $3,626,968 |
| OVERBROOK OPPORTUNITY FUND II, LP | FMV | $549,744 | $549,744 |
| RADIUS VENTURE III | FMV | $36,265 | $36,265 |
| RIVERSTONE/CARLYLE RENEWABLE ENERGY FUND | FMV | $183,659 | $183,659 |
| SANDTON CREDIT SOLUTIONS OFFSHORE IV, LP | FMV | $4,329,777 | $4,329,777 |
| SANDTON CREDIT SOLUTIONS ON-SHORE FUND III | FMV | $1,342,365 | $1,342,365 |
| STABILIS FUND III, LP | FMV | $914,988 | $914,988 |
| STABILIS FUND IV, LP | FMV | $909,380 | $909,380 |
| STABILIS FUND V, LP | FMV | $867,884 | $867,884 |
| THAYER STREET PARTNERS EQUITY OPPORTUNITY FUND, LP | FMV | $3,711,417 | $3,711,417 |
| VWH OFFSHORE FUND, LP | FMV | $926,670 | $926,670 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $32,049 | $32,049 | $0 |
| FURNITURE & FIXTURES | $88,413 | $49,118 | $39,295 |
| LEASEHOLD IMPROVEMENTS | $274,641 | $259,908 | $14,733 |
| LEASEHOLD IMPROVEMENTS | $3,390 | $3,076 | $314 |
| LEASEHOLD IMPROVEMENTS | $118,422 | $65,789 | $52,633 |
| FURNITURE & FIXTURES | $88,383 | $49,104 | $39,279 |
| LEASEHOLD IMPROVEMENTS | $117,411 | $106,596 | $10,815 |
| LEASEHOLD IMPROVEMENTS | $92,118 | $51,176 | $40,942 |
| CONF ROOM WINDOWS | $11,320 | $6,290 | $5,030 |
| AV EQUIPMENT | $63,751 | $17,456 | $46,295 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PATTERSON BELKNAP WEBB & TYLER - LEGAL | CategoryTxt |
| Legal Fees | $13,926 | LegalFeesAmt |
| Net Investment Income | $9,783 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,143 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST & DIVIDENDS RECEIVABLE | $95,238 | $28,994 | $28,994 |
| SECURITY DEPOSIT | $70,198 | $70,198 | $70,198 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $65,716 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $67,582 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $4,069 | $4,069 | $4,069 |
| OTHER INVESTMENT INCOME | $6,814 | $6,814 | $6,814 |
| PARTNERSHIP INCOME | -$1,090,994 | -$709,844 | -$1,090,994 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION (NET OF DEFERRED TAXES) | Desc |
| Amt | $25,442,431 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED RENT | $116,595 | $99,337 |
| SECURITY DEPOSIT PAYABLE | $30,600 | $30,600 |
| DEFERRED EXCISE TAX | $382,666 | $741,301 |
| DUE TO BROKER | $26,057 | $22,616 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (13 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OVERBROOK MANAGEMENT CORPORATION - INV ADVISORY | $1,134,783 | $1,134,783 | $0 |
| GREENHAVEN ASSOCIATES - INV ADVISORY | $386,820 | $386,820 | $0 |
| JP MORGAN - CUSTODY | $26,086 | $26,086 | $0 |
| THOUGHT MACHINE - IT CONSULTANT | $3,750 | $0 | $3,750 |
| DELTEC SPECIAL SITUATIONS - INV | $664 | $664 | $0 |
| NEPC LLC | $102,300 | $102,300 | $0 |
| DSM CAPITAL - INV | $186,407 | $186,407 | $0 |
| AUREUS INVESTMENTS | $31,157 | $31,157 | $0 |
| L + M WORKFORCE HOUSING FUND | $35,767 | $35,767 | $0 |
| ELLIE MOSS CONSULTING | $0 | $0 | $5,000 |
| ENDOWMENT VENTURES PARTNERS V | $5 | $5 | $0 |
| TECHNOMEDIA CONSULTING | $21,800 | $0 | $21,800 |
| COMMUNITAS CAPITAL PARTNERS FUND | $18,552 | $18,552 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $8,137 | $8,137 | $0 |
| FILING FEES | $1,500 | $0 | $1,500 |
| FEDERAL EXCISE & UBIT TAXES | $87,634 | $0 | $0 |