RICHENTHAL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RICHENTHAL FOUNDATION (EIN 13-6113616)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-27
- IRS object ID
- 202143009349100539
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-27T20:33:56-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | 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 | 136113616 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHENTHAL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CONDON OMEARA MCGINTY & DONNELLY LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2124721096 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER GRAHAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124721096 | PhoneNum |
| Signature | 2021-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | GRAHAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J REILLY | PreparerPersonNm |
| PTIN | P00183769 | PTIN |
| Phone | 2126617777 | 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 | $11,022,541 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $597 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $597 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $187,804 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187,804 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,080 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,663,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,202 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,831 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,831 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $295,312 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $298,434 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $221,330 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $221,330 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $60,148 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $60,148 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,464 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,464 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,728 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,364 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,364 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,322 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,322 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,314 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,314 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,577 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,577 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $406,883 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,686 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $333,197 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $449,763 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $449,763 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $856,646 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,686 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $782,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$561,334 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $227,748 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $204,602 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $285,471 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $285,471 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,537,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,899,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,698,366 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $21,985 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,946 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,704 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,763,789 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,202,455 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,022,541 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,763,789 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,202,455 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,763,789 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,202,455 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,763,789 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,202,455 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,763,789 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$561,334 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,202,455 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,202,455 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,590,594 | $4,561,065 | $29,529 | $29,529 | |
| DISTRIBUTION FROM SOMERSET ASSOCIATES (LP INVESTMENT) IN EXCESS OF BASIS | $3,122 | $3,122 | $3,122 | P | |
| CAPITAL GAINS DIVIDENDS | $72,551 | $72,551 | $72,551 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,202 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,166 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,166 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,166 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,253 | 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 | $9,253 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,087 | OverpaymentAmt |
| Applied To ES Tax | $6,087 | 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 | 0 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124721096 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | 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 | 0 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| PETER GRAHAM | ||||||||
| ONE BATTERY PARK PLAZA 7TH FL | NEW YORK | NY | 10004 | PRESIDENT | 3.00 | $2,000 | $0 | $0 |
| SCOTT WETZLER | ||||||||
| ONE BATTERY PARK PLAZA 7TH FL | NEW YORK | NY | 10004 | SECRETARY/TREASURER | 3.00 | $2,000 | $0 | $0 |
| DAVID BRONSTON | ||||||||
| ONE BATTERY PARK PLAZA 7TH FL | NEW YORK | NY | 10004 | TRUSTEE | 3.00 | $2,000 | $0 | $0 |
| LIANA STAMPUR | ||||||||
| ONE BATTERY PARK PLAZA 7TH FL | NEW YORK | NY | 10004 | TRUSTEE | 3.00 | $1,000 | $0 | $0 |
| MICHAEL TAUBMAN | ||||||||
| ONE BATTERY PARK PLAZA 7TH FL | NEW YORK | NY | 10004 | TRUSTEE | 3.00 | $1,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID RICHENTHAL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $175,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| 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 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT FEES | ServiceTypeTxt |
| Compensation | $55,322 | CompensationAmt |
| 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 | $9,924,750 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $286,120 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $38,704 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,249,574 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,249,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,744 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,095,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $504,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $504,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,166 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,166 | TotalTaxAmt |
| Distributable Before Adj | $501,626 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $501,626 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $501,626 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $782,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $782,960 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $782,960 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $501,626 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $339,362 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $481,366 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $286,801 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,107,529 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $782,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $501,626 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $281,334 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,388,863 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,388,863 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $339,362 | ExcessFromYear3Amt |
| Excess From Year2 | $481,366 | ExcessFromYear2Amt |
| Excess From Year1 | $286,801 | ExcessFromYear1Amt |
| Excess From Current Year | $281,334 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADIRONDACK COUNCIL | ||||||||
| 103 HAND AVENUE SUITE 3 PO BOX D-2 | ELIZABETHTOWN | NY | 12932 | N/A | PC | GENERAL OPERATING PURPOSES | $1,000 | |
| AMERICAN BALLET THEATRE | ||||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| ATLANTIC THEATER CO | ||||||||
| 76 NINTH AVENUE SUITE 537 | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| BROOKLYN ACADEMY OF MUSIC (BAM) | ||||||||
| PETER JAY SHARP BUILDING 30 | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING PURPOSES | $10,000 | LAFAYETT AVENUE |
| CLASSIC STAGE CO | ||||||||
| 136 EAST 13TH STREET | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| CLUBBED THUMB | ||||||||
| 440 LAFAYETTE STREET 4TH FL | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| COMMUNITY PARTNERS | ||||||||
| PO BOX 292586 | LOS ANGELES | CA | 90029 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| COMMUNITY SERVICE SOCIETY OF NY | ||||||||
| 633 THIRD AVENUE 10TH FL | NEW YORK | NY | 10017 | N/A | PC | FISCAL SPONSOR TO SUPPORT ACTIVITIES OF RAPID DEFENSE NETWORK | $10,000 | |
| DRAMATISTS GUILD FUND | ||||||||
| 356 WEST 40TH STREET 2ND FL | NEW YORK | NY | 10018 | N/A | PC | ANNUAL PLAYWRIGHT AWARD | $26,250 | |
| EN GARDE ARTS INC | ||||||||
| C/O LUCILLE LORTEL FOUNDATION 322 | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | EIGHTH AVE 21ST FL |
| ENSEMBLE STUDIO THEATRE | ||||||||
| 545 WEST 52ND STREET 2ND FL | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| ETHICAL CULTURE FIELDSTON SCHOOL | ||||||||
| ETHICAL CULTURE FIELDSTON SCHOOL ON | NEW YORK | NY | 10087 | N/A | PC | FISCAL SPONSOR TO SUPPORT YOUNG DANCEMAKERS COMPANY | $20,000 | BEHALF OF YOUNG DANCEMAKERS PO BOX |
| FRACTURED ATLAS | ||||||||
| 615 TEXAS AVENUE | HOUSTON | TX | 77002 | N/A | PC | FISCAL SPONSOR TO SUPPORT HOWARD TAUBMAN PLAYHOUSE | $5,000 | |
| LANECO ARTS | ||||||||
| 225 WEST END AVENUE 51 | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING PURPOSES | $2,000 | |
| LEAP ONSTAGE | ||||||||
| 535 EIGTH AVENUE SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| MCC THEATRE | ||||||||
| 511 WEST 52ND STREET | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING PURPOSES | $35,000 | |
| MTCMANHATTAN THEATRE CLUB INC | ||||||||
| 311 WEST 43RD STREET 8TH FL | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| NYCLUNEW YORK CIVIL LIBERTIES UNION | ||||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | N/A | PC | SUPPORT BROADWAY STANDS UP FOR FREEDOM BENEFIT CONCERT | $25,000 | |
| OPEN SPACE INSTITUTE | ||||||||
| 1350 BROADWAY SUITE 201 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING PURPOSES | $1,000 | |
| PAIRPACIFIC ACADEMIC INSTITUTE FOR RESEARCH- SCHOLARSHIP | ||||||||
| PO BOX 1696 | KOROR | PW | 96940 | N/A | NC | FUND THE ANNUAL MASAMI SIKSEI MEMORIAL SCHOLARSHIP. (EXPENDITURE RESPONSIBILITY) | $5,013 | |
| PARK AVENUE ARMORY | ||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| PARKS & TRAILS NY | ||||||||
| 29 ELK STREET | ALBANY | NY | 12207 | N/A | PC | GENERAL OPERATING PURPOSES | $1,000 | |
| PLAYING ON AIR INC | ||||||||
| 106 UNDERHILL ROAD | HILLSDALE | NY | 12529 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| PLAYWRIGHTS HORIZONS | ||||||||
| 416 42ND STREET | NEW YORK | NY | 10036 | N/A | PC | SUPPORT THE "CAMPAIGN FOR PLAYWRIGHTS HORIZONS" | $10,000 | |
| PLAYWRIGHTS HORIZONS | ||||||||
| 416 42ND STREET | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING PURPOSES | $25,000 | |
| PRIMARY STAGES COMPANY INC | ||||||||
| 307 WEST 38TH STREET SUITE 1510 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| ROGUE MACHINE THEATER | ||||||||
| 12405 VENICE BLVD 153 | LOS ANGELES | CA | 90066 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| SIGNATURE THEATRE | ||||||||
| 480 WEST 42ND STREET | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| SOPHIE GERSON HEALTH YOUTH | ||||||||
| 505 LAGUARDIA PLACE 20A | NEW YORK | NY | 10012 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| SPECTRUM YOUTH & FAMILY SERVICES | ||||||||
| 31 ELMWOOD AVENUE | BURLINGTON | VT | 05401 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| ST ANNE'S WAREHOUSE | ||||||||
| 45 WATER STREET | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| STATEN ISLAND SHAKESPEARE THEATRE COMPANY INC | ||||||||
| 126 GALLOWAY AVENUE | STATEN ISLAND | NY | 10302 | N/A | PC | GENERAL OPERATING PURPOSES | $1,000 | |
| STONE BARNS CENTER FOR FOOD & AGRICULTURE | ||||||||
| 630 BEDFORD ROAD | POCANTICO HILLS | NY | 10591 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| THE LARK (THE LARK THEATRE CO INC) | ||||||||
| 311 WEST 43RD STREET SUITE 406 | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| THE NEW GROUP | ||||||||
| 240 WEST 35TH STREET SUITE 1200 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING PURPOSES | $20,000 | |
| THE PUBLIC CONCERN FOUNDATION | ||||||||
| 105 HUDSON STREET SUITE 407 | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| THE PUBLIC THEATER | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| THEATER HALL OF FAME | ||||||||
| 353 WEST 56TH STREET SUITE 3C | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING PURPOSES | $1,000 | |
| THEATRE ASPEN | ||||||||
| 110 EAST HALLUM SUITE 126 | ASPEN | CO | 81611 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| THEATRE FOR A NEW AUDIENCE | ||||||||
| 154 CHRISTOPHER STREET SUITE 3D | NEW YORK | NY | 10014 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| VINEYARD THEATRE | ||||||||
| 108 EAST 15TH STREET | NEW YORK | NY | 10002 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| WATERWELL | ||||||||
| 519 WEST 135TH STREET SUITE 6B | NEW YORK | NY | 10031 | N/A | PC | GENERAL OPERATING PURPOSES | $15,000 | |
| WILLIAMSTOWN THEATRE FESTIVAL | ||||||||
| PO BOX 517 | WILLIAMSTOWN | MA | 01267 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| UNIV OF DELAWARE | ||||||||
| 413 ACADEMY STREET ROOM 230 | NEWARK | DE | 19716 | N/A | PC | FISCAL SPONSOR TO SUPPORT OF THE THE PRODUCTION OF ROUND AND ROUND THE GARDEN DIRECTED BY MARIA AITKEN | $7,500 | |
| ALLEY THEATRE | ||||||||
| 615 TEXAS AVENUE | HOUSTON | TX | 77002 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| ARS NOVA | ||||||||
| 511 WEST 54TH STREET | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| ART SCIENCE RESEARCH LABORATORY (CUTREDTAPE4HEROES ) | ||||||||
| 62 GREENE STREET 3RD FL | NEW YORK | NY | 10012 | N/A | POF | TO SUPPORT THE WORK OF CUTREDTAPE4HEROES.ORG (FOUNDATION EXERCISED EXPENDITURE RESPONSIBILITY) | $25,000 | |
| BEDLAM | ||||||||
| 603 WEST 115TH STREET MAILBOX 130 | NEW YORK | NY | 10025 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| BROADWAY CARESEQUITY FIGHTS AIDS | ||||||||
| 165 WEST 46TH STREET SUITE 1300 | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| DEWIL A KLENGAR FOUNDATION | ||||||||
| PO BOX 7 | KOROR | PW | 96940 | N/A | NC | GENERAL OPERATING PURPOSES (EXPENDITURE RESPONSIBILITY) | $1,500 | |
| DOLPHINS PACIFIC | ||||||||
| PO BOX 10044 | KOROR | PW | 96940 | N/A | NC | GENERAL OPERATING PURPOSES (EXPENDITURE RESPONSIBILITY) | $5,000 | |
| ESSENTIAL INFORMATION INC | ||||||||
| 11131 POWDER HORN DRIVE | POTOMAC | MD | 20854 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| GOODMAN THEATRE | ||||||||
| 170 NORTH DEARBORN STREET | CHICAGO | IL | 60601 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| IRISH REPERTORY THEATRE | ||||||||
| 132 WEST 22ND STREET | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| IRONMAN FOUNDATION | ||||||||
| 3407 WEST DR MARTIN LUTHER KING JR | TAMPA | FL | 33607 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | BLVD SUITE 100 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||||
| 70 LINCOLN CENTER PLAZA 9TH FLOOR | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| LINCOLN CENTER THEATRE | ||||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| MACDOWELL | ||||||||
| 521 WEST 23RD STREET 2ND FLOOR | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| NEW YORK STAGE & FILM | ||||||||
| 214 WEST 29TH STREET SUITE 1001 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| NYC BALLET | ||||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| PLAYWRIGHT'S REALM | ||||||||
| 520 EIGHTH AVENUE SUITE 320 | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| SECOND STAGE THEATRE | ||||||||
| 1501 BROADWAY SUITE 518 | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| SOHO REPERTORY THEATRE | ||||||||
| 401 BROADWAY SUITE 300 | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| TAMERLAINE FARM ANIMAL SANCTUARY INC | ||||||||
| 141 CLOVE ROAD | MONTAGUE TOWNSHIP | NJ | 07827 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| THE ACTORS FUND | ||||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| THE APOLLO THEATRE | ||||||||
| 253 W 125TH STREET | NEW YORK | NY | 10027 | N/A | PC | GENERAL OPERATING PURPOSES | $1,000 | |
| THE CITYKIDS FOUNDATION | ||||||||
| 601 WEST 26TH STREET SUITE 325 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| THE CLASSICAL THEATRE OF HARLEM | ||||||||
| C/O WEWORK 8 WEST 126TH STREET | NEW YORK | NY | 10027 | N/A | PC | GENERAL OPERATING PURPOSES | $1,000 | |
| THE HARLEM CHAMBER PLAYERS | ||||||||
| 279 WEST 117TH STREET 5E | NEW YORK | NY | 10026 | N/A | PC | GENERAL OPERATING PURPOSES | $1,000 | |
| THE MADISON PLAYGROUP LTD | ||||||||
| 226 EAST 60TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| THE MOVEMENT THEATRE COMPANY | ||||||||
| 279 WEST 117TH STREET 2Q | NEW YORK | NY | 10026 | N/A | PC | GENERAL OPERATING PURPOSES | $1,000 | |
| THE NATIONAL BLACK THEATRE COMPANY | ||||||||
| 2031 5TH AVENUE | NEW YORK | NY | 10035 | N/A | PC | GENERAL OPERATING PURPOSES | $1,000 | |
| THEATRE COMMUNICATIONS GROUP | ||||||||
| 520 EIGHTH AVENUE 24TH FL | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| TOGETHER WE REMEMBER | ||||||||
| 500 E PRATT STREET SUITE 900 | BALTIMORE | MD | 21202 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| WESTPORT COUNTRY PLAYHOUSE | ||||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $449,763 | 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 | $597 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $187,804 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,080 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LTD. PARTNERSHIP INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,831 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $295,312 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $295,312 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| THOMAS & ASSOCIATES CPA PC - ACCOUNTING | $17,092 | $8,546 | $8,546 |
| CONDON O'MEARA MCGINTY & DONNELLY LLP - AUDIT & TAX | $13,636 | $6,818 | $6,818 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ART SCIENCE LABORATORY INC | ||||||||||||||
| 62 GREENE ST | NEW YORK | NY | 10013 | 2020-06-03 | $25,000 | SUPPORT CUTREDTAPE4HEROES PROJECT, A CHARITABLE PROGRAM OF THE ART SCIENCE RESEARCH LAB TO PROVIDE PPE EQUIPMENT DURING THE COVID19 PANDEMIC TO EMERGENCY WORKERS. | $25,000 | TO KNOWLEDGE OF FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | 9/9/21 | THE RICHENTHAL FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||||
| DEWIL A KLENGAR FOUNDATION | ||||||||||||||
| 2020-12-30 | $1,500 | TO SUPPORT THE FOUNDATION'S CHARITABLE, ARTISTIC AND EDUCATIONAL PROGRAMS. | TO KNOWLEDGE OF FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | REPORT NOT YET RECEIVED | NOT APPLICABLE AS THE GRANTEE HAS NOT YET SUBMITTED ANY PROGRESS REPORTS. | PO BOX 7 | KOROR | PS | 96940 | |||||
| DOLPHINS PACIFIC | ||||||||||||||
| 2020-05-14 | $5,000 | TO SUPPORT THE FOUNDATION'S CHARITABLE, ARTISTIC AND EDUCATIONAL PROGRAMS. | TO KNOWLEDGE OF FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | REPORT NOT YET RECEIVED | NOT APPLICABLE AS THE GRANTEE HAS NOT YET SUBMITTED ANY PROGRESS REPORTS. | PO BOX 10044 | KOROR | PS | 96940 | |||||
| PACIFIC ACADEMIC INSTITUTE FOR RESEARCH | ||||||||||||||
| 2020-07-15 | $5,013 | TO SUPPORT THE MASAMI SIKEI MEMORIAL SCHOLARSHIP FUND | $5,013 | TO KNOWLEDGE OF FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | 9/1/21 | THE RICHENTHAL FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | PO BOX 1696 | KOROR | PS | 96940 | ||||
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FD | $288,827 | $307,681 |
| FIDELITY 500 INDEX-INST PRM | $605,724 | $785,156 |
| FIDELITY INTERNATIONAL INDEX FUND | $698,873 | $781,681 |
| INVESCO QQQ TR UNITSER1 | $200,877 | $380,880 |
| ISHARES CORE MSCI EMERGING | $330,523 | $400,902 |
| ISHARES GOLD TRUST | $189,243 | $272,567 |
| ISHARES INC MSCI JAPAN ETF | $185,663 | $222,745 |
| ISHARES MSCI ALL COUNTRY ASI | $164,771 | $250,550 |
| ISHARES MSCI INDIA ETF | $91,562 | $126,049 |
| NEUBERGER BER GR CHINA EQ-IS | $84,416 | $87,131 |
| OAKMARK INTERNATIONAL-INST | $336,000 | $392,955 |
| PARNASSUS CORE EQUITY FD-INS | $528,001 | $704,090 |
| SCHWAB U.S. TIPS ETF | $219,177 | $247,265 |
| SPDR S&P 500 ETF TRUST | $169,417 | $335,744 |
| VANECK VECTORS GOLD MINERS ETF | $121,429 | $192,095 |
| VANGUARD MID-CAP ETF | $178,352 | $246,263 |
| VANGUARD TOTAL BOND MARKET INDEX | $1,623,086 | $1,783,919 |
| HEALTH CARE SELECT SECTOR | $387,165 | $449,449 |
| VANGUARD FINACIALS ETF | $352,448 | $391,569 |
| ISHARES MSCI CHINA ETF | $35,296 | $44,048 |
| PIMCO TOTAL RETURN FD-INST | $239,487 | $251,080 |
| DOUBLELINE TOTL RET BND-R6 | $266,807 | $264,530 |
| ISHARES RUSSELL 1000 VALUE E | $255,054 | $276,742 |
| EDGEWOOD GROWTH FUND-INST | $336,801 | $417,549 |
| T ROWE PR JAPAN FUND-I | $90,645 | $123,847 |
| T ROWE PR NEW ASIA-I | $136,438 | $175,749 |
| ISHARES MSCI BRAZIL ETF | $97,775 | $110,617 |
| ISHARES GLOBAL INFRASTRUCTURE | $103,218 | $100,140 |
| COHEN & STEERS REAL ESTATE-F | $216,984 | $194,759 |
| PIMCO COMMODITYPL STRAT-INS | $109,182 | $106,804 |
| PIMCO INV GRD BND-INST | $255,797 | $273,810 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN SOMERSET ASSOCIATES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $17,946 | BookValueAmt |
| EOYFMV | $38,704 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRYOR CASHMAN LLP | CategoryTxt |
| Legal Fees | $12,464 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,464 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $11,645 | $0 | $11,645 |
| PAYROLL PROCESSING FEE (ADP) | $2,182 | $0 | $2,182 |
| FILING FEES (NYS CHAR500) | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LTD. PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $4,831 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,831 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,831 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | J.P. MORGAN CHASE BANK, N.A. - INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $55,322 | Amt |
| Net Investment Income | $55,322 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |