S & L MARX FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- S & L MARX FOUNDATION INC (EIN 20-0677535)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202143139349101194
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T09:18:16-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 200677535 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S & L Marx Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | S&LM | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | nancy m better | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | nancy m | PersonFirstNm |
| Person Last | better | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $98,782,065 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,605 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,605 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,963,133 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,963,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,007,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,386,957 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,978,882 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $329,227 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $327,985 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,308,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,278,605 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $150,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,997 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,997 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,020 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $32,020 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $206,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $194,346 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,054 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $947 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $814 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $814 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,259 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,259 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $372 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $372 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,049 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,226 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $450,925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $206,395 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $237,742 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,578,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,578,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,029,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $206,395 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,816,292 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,720,733 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,072,210 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,549 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,395,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,814,395 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,814,395 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $16,617 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $74,372,537 | CorporateStockBOYAmt |
| Corporate Stock EOY | $68,552,558 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $91,790,141 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,666,860 | CorporateBondsBOYAmt |
| Other Investments BOY | $6,120,532 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,980,205 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,174,686 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,737 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,894 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,790 | LandBOYAmt |
| Land EOY | $2,843 | LandEOYAmt |
| Land EOYFMV | $2,843 | LandEOYFMVAmt |
| Total Assets BOY | $90,600,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,350,001 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $98,782,065 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $90,600,085 | RetainedEarningBOYAmt |
| Retained Earning EOY | $73,350,001 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $90,600,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,350,001 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $90,600,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $73,350,001 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $90,600,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,720,733 | ExcessRevenueOverExpensesAmt |
| Subtotal | $88,879,352 | SubtotalAmt |
| Other Decreases | $15,529,351 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $73,350,001 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|
| Publicly-traded Securities | $33,386,957 | $32,415,708 | $971,249 |
| Passthrough K1 Capital Gain/(Loss) | $1,007,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,978,882 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,604 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $56,604 | SubtotalAmt |
| Tax Based On Investment Income | $56,604 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $130,232 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $130,232 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $73,628 | OverpaymentAmt |
| Applied To ES Tax | $57,000 | AppliedToESTaxAmt |
| Refund | $16,628 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Nancy M Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Executive Dir, Sec | 40.0 | $150,000 | $0 | $0 |
| SYLVIA MARX | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | PRESIDENT/DIRECTOR | 1.0 | $0 | $0 | $0 |
| JAMES BETTER | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| LEONARD MARX | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | TREASURER/DIRECTOR | 1.0 | $0 | $0 | $0 |
| CHARLES BETTER | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| DAVID BETTER | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SARAH BETTER | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP Morgan Chase | 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 | ServiceTypeTxt |
| Compensation | $194,346 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $82,974,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,561,854 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,427,244 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $88,963,653 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $88,963,653 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,334,455 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $87,629,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,381,460 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,381,460 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,604 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,604 | TotalTaxAmt |
| Distributable Before Adj | $4,324,856 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,324,856 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,324,856 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,816,292 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,816,292 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,816,292 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,324,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,085,888 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $4,816,292 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,085,888 | AppliedToYear1Amt |
| Applied To Current Year | $2,730,404 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,594,452 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (120 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| ABILIS INC | |||||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $5,000 | ||
| ADOPT A DOG INC | |||||||||
| PO BOX 11135 | GREENWICH | CT | 06831 | N/A | PC | unrestricted | $5,000 | ||
| ALLIANCE FOR CANCER GENE THERAPY INC | |||||||||
| 96 CUMMINGS POINT RD | STAMFORD | CT | 06902 | N/A | PC | unrestricted | $5,000 | ||
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | Dementia Care Program | $75,000 | ||
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC | |||||||||
| ONE BATTERY PARK PLZ 25TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | unrestricted | $2,500 | ||
| ANDROSCOGGIN ALUMNI ASSOCIATION INC | |||||||||
| 601 W ST | HARRISON | NY | 10528 | N/A | PC | unrestricted | $2,000 | ||
| ANTI-DEFAMATION LEAGUE - SOUTHWEST REGION | |||||||||
| 4635 SW FREEWAY | HOUSTON | TX | 77027 | N/A | PC | unrestricted | $10,000 | ||
| AURELIA FOUNDATION | |||||||||
| PO BOX 82 | PACIFIC PALISADES | CA | 90272 | N/A | PC | Art Therapy Program | $30,000 | ||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||
| 711 3RD AVE 10TH FL | NEW YORK | NY | 10017 | N/A | PC | Education Program Expansion | $60,000 | ||
| Boys and Girls Club of Greenwich | |||||||||
| 4 HORSENECK LN | Greenwich | CT | 06830 | N/A | PC | unrestricted | $25,000 | ||
| Boys and Girls Club of Greenwich | |||||||||
| 4 HORSENECK LN | Greenwich | CT | 06830 | N/A | PC | General & Unrestricted | $12,500 | ||
| BREAST CANCER ALLIANCE INC | |||||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | unrestricted | $5,000 | ||
| BRONX LACROSSE INC | |||||||||
| 1 MANHATTANVILLE RD STE 102 | PURCHASE | NY | 10577 | N/A | PC | unrestricted | $1,000 | ||
| BRUCE MUSEUM INC | |||||||||
| 1 MUSEUM DR | GREENWICH | CT | 06830 | N/A | PC | Exhibit and Education Program | $20,000 | ||
| BRUNSWICK SCHOOL INC | |||||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | PC | unrestricted | $7,000 | ||
| BRUNSWICK SCHOOL INC | |||||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | PC | Summer enrichment program | $20,000 | ||
| CAGV-EDUCATION FUND INC | |||||||||
| PO BOX 123 | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $10,000 | ||
| CAMPHILL VILLAGE U S A INC | |||||||||
| 84 CAMPHILL VILLAGE RD | COPAKE | NY | 12516 | N/A | PC | unrestricted | $5,000 | ||
| CARAMOOR CENTER FOR MUSIC & THE ARTS INC | |||||||||
| 149 GIRDLE RIDGE RD | KATONAH | NY | 10536 | N/A | PC | Education Program Expansion | $10,000 | ||
| CARNEGIE HALL SOCIETY INC | |||||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | unrestricted | $25,000 | ||
| CHILD ADVOCATES OF CONNECTICUT INC | |||||||||
| 500 POST ROAD EAST STE 200 | WESTPORT | CT | 06880 | N/A | PC | unrestricted | $1,000 | ||
| CHILD GUIDANCE CENTER OF SOUTHERN CT INC | |||||||||
| 196 GREYROCK PL | STAMFORD | CT | 06901 | N/A | PC | General & Unrestricted | $38,000 | ||
| CHILDRENS LEARNING CENTERS OF FAIRFIELD COUNTY INC | |||||||||
| 64 PALMERS HILL RD | STAMFORD | CT | 06902 | N/A | PC | Faculty Education Program | $25,000 | ||
| CHROMOSOME 18 REGISTRY AND RESEARCH SOCIETY | |||||||||
| 7155 OAKRIDGE | SAN ANTONIO | TX | 78229 | N/A | PC | unrestricted | $5,000 | ||
| CITY HARVEST INC | |||||||||
| 6 EAST 32ND ST 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | unrestricted | $3,000 | ||
| CLASSROOM INC | |||||||||
| 123 WILLIAM ST 12TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $2,500 | ||
| COLGATE UNIVERSITY Parents' Fund | |||||||||
| 13 OAK DR | HAMILTON | NY | 13346 | N/A | PC | unrestricted | $1,000 | ||
| CONNECTICUT COLLEGE | |||||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | N/A | PC | unrestricted | $1,000 | ||
| CYSTIC FIBROSIS FOUNDATION | |||||||||
| 100 N 6TH ST STE 604A | MINNEAPOLIS | MN | 55403 | N/A | PC | Patient Assistance Resources | $50,000 | ||
| FAIR HAVEN COMMUNITY HEALTH CLINIC INC | |||||||||
| 374 GRAND AVE | NEW HAVEN | CT | 06513 | N/A | PC | unrestricted | $10,000 | ||
| FAMILY CENTERS INC | |||||||||
| 40 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | Childcare and Literacy Programs | $10,000 | ||
| FERNWOOD COVE FOUNDATION | |||||||||
| 350 ISLAND POND RD | HARRISON | ME | 04040 | N/A | PC | unrestricted | $1,000 | ||
| FIGURE SKATING IN HARLEM INC | |||||||||
| 361 WEST 125TH ST 4TH FLOOR | NEW YORK | NY | 10027 | N/A | PC | unrestricted | $1,000 | ||
| FILLING IN THE BLANKS INC | |||||||||
| 346 MAIN AVE STE 3A | NORWALK | CT | 06851 | N/A | PC | unrestricted | $2,500 | ||
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||||
| 60 E 42ND ST | NEW YORK | NY | 10165 | N/A | PC | unrestricted | $5,000 | ||
| FSHD SOCIETY | |||||||||
| 75 NORTH MAIN ST NO 1073 | RANDOLPH | MA | 02368 | N/A | PC | unrestricted | $10,000 | ||
| Gather New Haven | |||||||||
| PO BOX 8953 | New Haven | CT | 06532 | N/A | PC | unrestricted | $10,000 | ||
| GRAD BAG INC | |||||||||
| 18 RICHBELL RD | SCARSDALE | NY | 10583 | N/A | PC | College Assistance Program Expansion | $12,000 | ||
| GRASSROOT SOCCER INC | |||||||||
| 15 LEBANON ST | HANOVER | NH | 03255 | N/A | PC | unrestricted | $2,500 | ||
| GREENWICH ACADEMY INC | |||||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | unrestricted | $3,000 | ||
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | PC | unrestricted | $5,000 | ||
| GREENWICH HISTORICAL SOCIETY INC | |||||||||
| 47 STRICKLAND RD | COS COB | CT | 06807 | N/A | PC | unrestricted | $1,000 | ||
| GREENWICH HOSPITAL | |||||||||
| 5 PERRYRIDGE RD | GREENWICH | CT | 06830 | N/A | PC | Community Health Program | $30,000 | ||
| GREENWICH LIBRARY | |||||||||
| 101 W PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | Black Box Theater Project | $260,000 | ||
| GREENWICH SYMPHONY ORCHESTRA INC | |||||||||
| PO BOX 35 | GREENWICH | CT | 06836 | N/A | PC | unrestricted | $10,000 | ||
| HAND IN HAND AMERICAN FRIENDS OF CNTR FOR JEWISH-A | |||||||||
| PO BOX 80102 | PORTLAND | OR | 97280 | N/A | PC | unrestricted | $2,500 | ||
| HARLEM ACADEMY | |||||||||
| 1330 5TH AVE | NEW YORK | NY | 10026 | N/A | PC | New School Facility | $80,000 | ||
| HARLEM EDUCATIONAL ACTIVITIES FUND INC | |||||||||
| 2090 7TH AVE ADAM CLAYTON POWE | NEW YORK | NY | 10027 | N/A | PC | Summer Quest Enrichment Program | $30,000 | ||
| HARVARD BUSINESS SCHOOL | |||||||||
| PO BOX 412275 | BOSTON | MA | 02241 | N/A | PC | unrestricted | $10,000 | ||
| HOSPITAL FOR SPECIAL SURGERY FUND INC | |||||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | N/A | PC | Disc Regeneration Research | $166,650 | ||
| IMPACT 100 FAIRFIELD COUNTY | |||||||||
| PO BOX 7666 | GREENWICH | CT | 06836 | N/A | PC | unrestricted | $7,000 | ||
| ISRAEL LACROSSE ASSOCIATION INC | |||||||||
| 1501 BROADWAY | NEW YORK | NY | 10036 | N/A | PC | unrestricted | $5,000 | ||
| JEWISH BOARD OF FAMILY & CHILDRENS SERVICES INC | |||||||||
| 135 WEST 50TH ST 6TH FLOOR | NEW YORK | NY | 10020 | N/A | PC | Early Childhood Mental Care | $335,000 | ||
| JEWISH FAMILY SERVICES OF GREENWICH INC | |||||||||
| 1 HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | Shopping for Seniors | $5,000 | ||
| JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE | |||||||||
| 80 WALL ST | NEW HAVEN | CT | 06511 | N/A | PC | Facilities Renovation | $110,000 | ||
| JUILLIARD SCHOOL | |||||||||
| 60 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | unrestricted | $10,000 | ||
| LAKE WARAMAUG TASK FORCE INC | |||||||||
| 19 SACKETT HILL RD | WARREN | CT | 06754 | N/A | PC | unrestricted | $11,000 | ||
| LARCHMONT TEMPLE INC | |||||||||
| 75 LARCHMONT AVE | LARCHMONT | NY | 10538 | N/A | PC | unrestricted | $2,000 | ||
| LEGAL INFORMATION FOR FAMILIES TODAY | |||||||||
| 32 COURT ST SUITE 1208 | BROOKLYN | NY | 11201 | N/A | PC | unrestricted | $1,000 | ||
| LEO BAECK INSTITUTE INC | |||||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | N/A | PC | unrestricted | $1,800 | ||
| LETS GET READY INC | |||||||||
| 50 BROADWAY 25TH FL | NEW YORK | NY | 10004 | N/A | PC | Virtual Success Coaching Program | $56,000 | ||
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||||
| 3 INTERNATIONAL DR STE 200 | RYE BROOK | NY | 10573 | N/A | PC | General & Unrestricted | $1,000 | ||
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | |||||||||
| PO BOX 22349 | NEW YORK | NY | 10087 | N/A | PC | unrestricted | $6,000 | ||
| LYMAN ALLYN ART MUSEUM INC | |||||||||
| 625 WILLIAMS ST | NEW LONDON | CT | 06320 | N/A | PC | unrestricted | $1,000 | ||
| MARLBORO SCHOOL OF MUSIC INC | |||||||||
| 1528 WALNUT ST STE 301 | PHILADELPHIA | PA | 19102 | N/A | PC | New Educational Facility | $40,000 | ||
| MERRITT PARKWAY CONSERVANCY | |||||||||
| PO BOX 183 | WESTPORT | CT | 06881 | N/A | PC | unrestricted | $1,000 | ||
| METROPOLITAN OPERA GUILD INC | |||||||||
| 70 LINCOLN CTR PLZ 6TH | NEW YORK | NY | 10023 | N/A | PC | unrestricted | $25,000 | ||
| MIANUS RIVER GORGE INC | |||||||||
| 167 MIANUS RIVER RD | BEDFORD | NY | 10506 | N/A | PC | unrestricted | $10,000 | ||
| MORYS PRESERVATION INC | |||||||||
| 306 YORK ST | NEW HAVEN | CT | 06511 | N/A | PC | unrestricted | $12,500 | ||
| MOUNT KISCO CHILD CARE CENTER INC | |||||||||
| 95 RADIO CIR DR | MOUNT KISCO | NY | 10549 | N/A | PC | unrestricted | $2,000 | ||
| MOUNT SINAI SCHOOL OF MEDICINE OF NEW YORK UNIVERS | |||||||||
| ONE GUSTAVE L LEVY PL BOX 1191 | NEW YORK | NY | 10029 | N/A | PC | unrestricted | $5,000 | ||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | unrestricted | $3,000 | ||
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | |||||||||
| 101 S INDEPENDENCE MALL E | PHILADELPHIA | PA | 19106 | N/A | PC | General & Unrestricted | $1,000 | ||
| NEADS INC | |||||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | PC | New Training Facility | $25,000 | ||
| NEW YORK HISTORICAL SOCIETY | |||||||||
| 170 CENTRAL PARK W | NEW YORK | NY | 10024 | N/A | PC | unrestricted | $5,000 | ||
| NEW YORK THEATRE WORKSHOP INC | |||||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $1,000 | ||
| NEW YORK UNIVERSITY GROSSMAN SCHOOL OF MEDICINE | |||||||||
| ONE PARK AVE 5TH FL | NEW YORK | NY | 10016 | N/A | PC | unrestricted | $5,000 | ||
| OLD ROAD FUND INC | |||||||||
| N/A | PC | unrestricted | $2,500 | ST JOHNS ANTIGUA W ST JOHNS ANTIG | AC | ||||
| OPEN DOOR FAMILY MEDICAL CENTER INC | |||||||||
| 165 MAIN ST | OSSINING | NY | 10562 | N/A | PC | unrestricted | $2,500 | ||
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC | |||||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $1,000 | ||
| PIERPONT MORGAN LIBRARY | |||||||||
| 225 MADISON AVE | NEW YORK | NY | 10016 | N/A | PC | unrestricted | $12,500 | ||
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | Teen Education Program | $27,500 | ||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE - HARVARD | |||||||||
| PO BOX 419209 | BOSTON | MA | 02241 | N/A | PC | unrestricted | $1,000 | ||
| PURCHASE COLLEGE FOUNDATION | |||||||||
| 735 ANDERSON HILL RD | PURCHASE | NY | 10577 | N/A | PC | unrestricted | $1,000 | ||
| PUTNAM-INDIAN FIELD SCHOOL INC | |||||||||
| 101 INDIAN FIELD RD | GREENWICH | CT | 06830 | N/A | PC | unrestricted | $5,000 | ||
| READING TEAM INC | |||||||||
| 2090 7TH AVE | NEW YORK | NY | 10027 | N/A | PC | unrestricted | $7,000 | ||
| ROYAL FAMILY PRODUCTIONS INC | |||||||||
| 145 W 46TH ST 3 | NEW YORK | NY | 10036 | N/A | PC | unrestricted | $2,000 | ||
| SAVE THE CHILDREN FEDERATION INC | |||||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | Remedial Reading Program | $3,000 | ||
| SEEDS OF PEACE INC | |||||||||
| PO BOX 70372 | NEWARK | NJ | 07101 | N/A | PC | unrestricted | $2,000 | ||
| SHAKESPEARE ON THE SOUND INC | |||||||||
| 33 HIGHLAND AVE | ROWAYTON | CT | 06853 | N/A | PC | Educational Outreach | $15,000 | ||
| SHARP AGAIN NATURALLY INC | |||||||||
| PO BOX 713 | LARCHMONT | NY | 10538 | N/A | PC | unrestricted | $2,000 | ||
| SHATTERPROOF A NONPROFIT CORP | |||||||||
| 101 MERRITT 7 CORPORATE PARK 1ST FL | NORWALK | CT | 06851 | N/A | PC | unrestricted | $3,000 | ||
| SOUTHERN POVERTY LAW CENTER INC | |||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | unrestricted | $1,500 | ||
| SQUASH HAVEN INC | |||||||||
| 70 TOWER PKWY | NEW HAVEN | CT | 06511 | N/A | PC | unrestricted | $10,000 | ||
| STAMFORD CENTER FOR THE ARTS INC | |||||||||
| 61 ATLANTIC ST | STAMFORD | CT | 06901 | N/A | PC | unrestricted | $5,000 | ||
| STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS | |||||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | N/A | PC | USA Fellows Scholarship Program | $200,000 | ||
| STERLING & FRANCINE CLARK ART INST | |||||||||
| 225 S ST | WILLIAMSTOWN | MA | 01267 | N/A | SO I | Exhibit sponsorship | $50,000 | ||
| SUMMER CAMP INC | |||||||||
| 8 CHURCH ST | BRIDGTON | ME | 04009 | N/A | PC | unrestricted | $5,000 | ||
| TAFT SCHOOL CORPORATION | |||||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | N/A | PC | Financial Aid Program | $10,000 | ||
| TEMPLE SHOLOM INC | |||||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | Endowment Campaign | $87,100 | ||
| THAMES VALLEY MUSIC SCHOOL | |||||||||
| 270 MOHEGAN AVECONNCOLLE BOX 5294 | NEW LONDON | CT | 06320 | N/A | PC | unrestricted | $3,000 | ||
| THE ASPEN INSTITUTE INC | |||||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 20037 | N/A | PC | unrestricted | $1,000 | ||
| THE GREENWICH LAND TRUST INC | |||||||||
| 370 ROUND HILL RD | GREENWICH | CT | 06831 | N/A | PC | unrestricted | $25,000 | ||
| THE METROPOLITAN MUSEUM OF ART | |||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | American Decorative Arts | $5,000 | ||
| THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC | |||||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | N/A | PC | unrestricted | $5,000 | ||
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN | |||||||||
| 445 FIFTH AVE 4TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | unrestricted | $1,500 | ||
| TRICKLE UP PROGRAM INC | |||||||||
| 104 W 27TH ST | NEW YORK | NY | 10001 | N/A | PC | Technical and Strategic Services | $50,000 | ||
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||||
| PO BOX 1523 | NEW YORK | NY | 10008 | N/A | PC | unrestricted | $2,000 | ||
| UJA FEDERATION OF GREENWICH | |||||||||
| 1 HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | unrestricted | $7,500 | ||
| UNIVERSITY OF HAWAII FOUNDATION | |||||||||
| 1314 SOUTH KING ST SUITE B | HONOLULU | HI | 96814 | N/A | PC | Student Stipend Fund | $5,000 | ||
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||||
| 1111 19TH ST NW STE 500 | WASHINGTON | DC | 20036 | N/A | PC | unrestricted | $10,000 | ||
| WATERSIDE SCHOOL INC | |||||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | Financial Aid Program | $101,000 | ||
| WESTCHESTER ARC FOUNDATION INC | |||||||||
| 265 SAW MILL RIVER RD | HAWTHORNE | NY | 10532 | N/A | PC | Music Therapy Program | $55,000 | ||
| WESTCHESTER PHILHARMONIC INC | |||||||||
| 170 HAMILTON AVE STE 350 | WHITE PLAINS | NY | 10601 | N/A | PC | unrestricted | $1,000 | ||
| WILLIAMS COLLEGE | |||||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | Tutorial Endowment | $150,000 | ||
| YALE CANCER CENTER | |||||||||
| PO BOX 7611 | NEW HAVEN | CT | 06519 | N/A | PC | Cancer Research | $10,000 | ||
| YALE UNIVERSITY | |||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | General & Unrestricted | $25,000 | ||
| YALE UNIVERSITY | |||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Multiple Resricted Programs | $1,800,000 | ||
| YALE UNIVERSITY ART GALLERY | |||||||||
| PO BOX 208271 | NEW HAVEN | CT | 06520 | N/A | PC | unrestricted | $5,000 | ||
| YONKERS PARTNERS IN EDUCATION INC | |||||||||
| 86 MAIN ST | YONKERS | NY | 10701 | N/A | PC | College Access Program Expansion | $50,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,578,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,605 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,963,133 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $144 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,007,633 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $1,242 | 14 | $56,360 |
| DIVIDENDS FROM CLOSELY HELD STOCK | 14 | $271,625 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,386 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,307,356 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,308,742 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bookkeeping | $8,020 | $8,020 |
| COMPILATION | $10,800 | $10,800 |
| TAX RETURN PREPARATION/REVIEW | $13,200 | $13,200 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER | PropertyDesc |
| Acquired | 2019-06-01 | AcquiredDt |
| Cost Or Other Basis | $4,737 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $947 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5 | LifeRt |
| Current Year Expense | $947 | CurrentYearExpenseAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I Line 6a | IdentifierTxt |
| Form And Line Reference | Part I Line 6a | FormAndLineReferenceDesc |
| Medium Explanation | RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $1,007,633 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $144 TOTAL PART I, LINE 6A: $1,007,777 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRADED SECURITIES GROSS SALES PRICE: $33,386,957 BOOK BASIS: $32,415,708 NET GAIN/(LOSS): $971,249 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $36,384 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $395,681 | $2,468,034 |
| BERKSHIRE HATHAWAY INC DEL CL | $219,968 | $1,043,445 |
| BERKSHIRE HATHAWAY INC. CLASS | $510,677 | $927,480 |
| BLACKROCK HIGH YIELD BOND PORT | $1,424,337 | $1,463,118 |
| BOSTON PROPERTIES PFD SER B - | $182,650 | $239,856 |
| DODGE & COX INCOME FUND | $1,782,154 | $1,886,443 |
| DOUBLELINE TOTAL RETURN BOND-R | $1,544,209 | $1,565,785 |
| EDGEWOOD GROWTH FUND INSTI | $2,591,104 | $3,367,504 |
| FIDELITY 500 INDEX FUND | $9,506,698 | $16,049,997 |
| FIDELITY EXTENDED MARKET INDEX | $895,150 | $2,219,385 |
| FIDELITY INTERNATL INDEX INSTL | $8,751,414 | $9,796,343 |
| INVESCO QQQ TRUST | $1,794,466 | $2,570,786 |
| ISHARES CORE MSCI EMERGING MAR | $3,624,072 | $4,411,292 |
| ISHARES GOLD TRUST | $668,898 | $963,410 |
| ISHARES MSCI BRAZIL FREE INDEX | $1,040,202 | $1,176,824 |
| ISHARES MSCI INDIA ETF | $1,068,381 | $1,102,752 |
| ISHARES MSCI-JAPAN | $958,136 | $1,086,500 |
| ISHARES S&P GLOBAL I | $723,961 | $693,197 |
| ISHARES TRUST RUSSELL 1000 VAL | $2,538,559 | $2,750,734 |
| ISHARES TRUST- ISHARES MSCI AL | $1,342,977 | $1,733,954 |
| MARKET VECTORS - GOLD MINERS E | $991,775 | $1,462,520 |
| MATTHEWS CHINA INST | $774,814 | $1,091,710 |
| MICROSOFT CORP | $400,938 | $2,224,200 |
| NEUBERGER BERMAN GREATER CHINA | $130,000 | $102,927 |
| PARNASSUS EQUITY INCOME FUND I | $4,477,312 | $6,113,477 |
| PIMCO COMMODITY PL STRAT INS | $1,000,000 | $978,218 |
| PIMCO INVESTMENT GRADE CORP BD | $1,242,397 | $1,330,006 |
| PIMCO TOTAL RETURN FUND | $908,850 | $964,346 |
| PRIMECAP ODYSSEY GROWTH FUND | $1,409,009 | $1,994,251 |
| PRUDENTIAL GLOBAL REAL ESTATE | $1,604,870 | $1,606,707 |
| SCHWAB US TIPS | $800,239 | $911,459 |
| SELECT SECTOR SPDR-HEALTH CARE | $2,870,517 | $3,338,766 |
| SL GREEN RLTY CORP PFD SER I - | $87,824 | $100,600 |
| T-ROWE PRICE JAPAN FUND I | $785,402 | $1,108,351 |
| T. ROWE PRICE NEW ASIA FUND I | $1,704,043 | $2,216,576 |
| VANGUARD FIN ETF | $2,187,712 | $2,429,110 |
| VANGUARD MID-CAP ETF | $1,965,768 | $2,495,921 |
| VANGUARD TOTAL BOND MARKET IND | $2,808,180 | $2,911,496 |
| WELLS FARGO NON-CUM PERP CL A | $839,214 | $892,661 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|
| 17 WEST ORANGE REALTY CO | $182,000 | |
| 26 EAST REALTY CORPORATION | $955,500 | |
| ARGIN REALTY CO., INC | $255,499 | |
| ARLINGTON JOINT VENTURE | $35,001 | $21,698 |
| BLOOMINGTON SYNDICATE | $26,250 | $3,622 |
| CRP VIII (CARLYLE) PRVT INV OF | $382,167 | $352,542 |
| DARB REALTY CORPORATION | $56,011 | |
| ELMONT JOINT VENTURE | $12,892 | $8,035 |
| FORT LEE JOINT VENTURE | $5,104 | $4,972 |
| ITHACA JOINT VENTURE | $15,166 | $9,997 |
| KESMAR REALTY CO., INC | $277,336 | |
| KINNEY HYBLA JOINT VENTURE | $44,100 | $5,698 |
| KOHLBERG PARTNERS IX, LP | $524,841 | $495,970 |
| LM OF GREENWICH | $87,505 | |
| MADISON SYNDICATE | $2,380 | $884 |
| MANASSAS JOINT VENTURE | $22,969 | $6,754 |
| MELCO HYBLA JOINT VENTURE | $31,500 | $8,607 |
| MONTCAN REALTY CO., INC | $122,667 | |
| NEWBURY STREET PARTNERS | $36,462 | $15,847 |
| PETERS LAND SYNDICATE | $28,263 | $8,860 |
| RMWC DIRECT LENDING OPPORTUNIT | $2,033,575 | $2,027,909 |
| SEAFORD JOINT VENTURE | $12,600 | $2,982 |
| STATE COLLEGE JOINT VENTURE | $24,898 | $5,828 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItemTxt |
| Cost Or Other Basis | $4,737 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,894 | AccumulatedDepreciationAmt |
| Book Value | $2,843 | BookValueAmt |
| EOYFMV | $2,843 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ TO REFLECT ASSETS AT COST BASIS | Desc |
| Amt | $15,529,351 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $7,500 | $7,500 | |
| FOUNDATION DUES & MEMBERSHIPS | $1,900 | $1,900 | |
| K-1 EXP KOHLBERG PARTNERS IX | $5,841 | ||
| K-1 Exp RMWC DIRECT LENDING OP | $12,049 | $12,049 | |
| Office Supplies | $1,996 | $1,996 | |
| Payroll Processing Fees | $1,824 | $1,824 | |
| POSTAGE & DELIVERY | $155 | $155 | |
| CREDIT CARD FEES | $387 | $387 | |
| COMPUTER EQUIPMENT | $6,360 | $6,360 | |
| COMPUTER REPAIRS & SERVICES | $371 | $371 | |
| MAILBOX RENTAL | $480 | $480 | |
| SUBSCRIPTIONS | $4,527 | $4,527 | |
| TELEPHONE | $1,726 | $1,726 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ARLINGTON JOINT VENTURE | -$4,326 | -$4,326 |
| K-1 Inc/Loss BLOOMINGTON SYNDICATE | $4,038 | $4,038 |
| K-1 Inc/Loss ELMONT JOINT VENTURE | $2,089 | $2,089 |
| K-1 Inc/Loss FORT LEE JOINT VENTURE | $680 | $680 |
| K-1 Inc/Loss ITHACA JOINT VENTURE | $486 | $486 |
| K-1 Inc/Loss KINNEY HYBLA JOINT VENTURE | $6,048 | $6,048 |
| K-1 Inc/Loss KOHLBERG PARTNERS IX, LP | $1,243 | $1 |
| K-1 Inc/Loss LM OF GREENWICH | -$288 | -$288 |
| K-1 Inc/Loss MADISON SYNDICATE | $466 | $466 |
| K-1 Inc/Loss MANASSAS JOINT VENTURE | $3,839 | $3,839 |
| K-1 Inc/Loss MELCO HYBLA JOINT VENTURE | $1,468 | $1,468 |
| K-1 Inc/Loss NEWBURY STREET PARTNERS | $5,197 | $5,197 |
| K-1 Inc/Loss PETERS LAND SYNDICATE | -$6,560 | -$6,560 |
| K-1 Inc/Loss RMWC DIRECT LENDING OPPORTUNITIES FUN | $39,957 | $39,957 |
| K-1 Inc/Loss SEAFORD JOINT VENTURE | $1,932 | $1,932 |
| K-1 Inc/Loss STATE COLLEGE JOINT VENTURE | $1,258 | $1,258 |
| Credit card reward | $75 | $75 |
| Dividends from closely held stock | $271,625 | $271,625 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $194,346 | $194,346 | |
| Philanthropic Consulting Srvcs | $12,054 | $12,054 |