VIOLA FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- VIOLA FOUNDATION INC (EIN 46-2542824)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349107039
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T15:11:18-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474725381 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THREE BROTHERS FAMILY OFFICE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 PARK AVENUE 22ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 462542824 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIOLA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIOL | BusinessNameControlTxt |
| Phone | 2124180145 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 PARK AVE 22ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT VIOLA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124180145 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VINCENT | PersonFirstNm |
| Person Last | VIOLA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P47472538 | PTIN |
| Phone | 2124180145 | 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 | $48,143,411 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $1,365 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,365 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $316,124 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $316,124 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $99,473 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $99,473 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $416,962 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $416,962 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,893 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,893 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,872 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,872 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,515 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,515 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,615,997 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,615,997 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,652,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,652,512 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,235,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $416,962 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$17,676 | CashBOYAmt |
| Cash EOY | $529,476 | CashEOYAmt |
| Cash EOYFMV | $529,476 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,173,341 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,291,166 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,296,250 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,099,473 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,162,685 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $155,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $155,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $155,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,310,665 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,075,115 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,143,411 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $46,310,665 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,075,115 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,310,665 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,075,115 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,310,665 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,075,115 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,310,665 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,235,550 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $41,075,115 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,075,115 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,796 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,796 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,796 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $119 | EsPenaltyAmt |
| Tax Due | $5,915 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | VINCENT VIOLA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124180145 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 PARK AVE 22ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| VINCENT VIOLA | ||||||||
| 410 PARK AVE 22ND FLOOR | NEW YORK | NY | 10022 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TERESA VIOLA | ||||||||
| 410 PARK AVE 22ND FLOOR | NEW YORK | NY | 10022 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN VIOLA | ||||||||
| 410 PARK AVE 22ND FLOOR | NEW YORK | NY | 10022 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL VIOLA | ||||||||
| 410 PARK AVE 22ND FLOOR | NEW YORK | NY | 10022 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TRAVIS VIOLA | ||||||||
| 410 PARK AVE 22ND FLOOR | NEW YORK | NY | 10022 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $44,933,550 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $553,105 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,486,655 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,486,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $682,300 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,804,355 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,240,218 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,240,218 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,796 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,796 | TotalTaxAmt |
| Distributable Before Adj | $2,234,422 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,234,422 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,234,422 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,652,512 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,652,512 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,652,512 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,234,422 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,630,172 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,626,362 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,111,071 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,149,807 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,793,444 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,310,856 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,652,512 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,234,422 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,418,090 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,728,946 | 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 | $3,630,172 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,098,774 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,626,362 | ExcessFromYear4Amt |
| Excess From Year3 | $6,111,071 | ExcessFromYear3Amt |
| Excess From Year2 | $3,149,807 | ExcessFromYear2Amt |
| Excess From Year1 | $1,793,444 | ExcessFromYear1Amt |
| Excess From Current Year | $3,418,090 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMY HISTORICAL FOUNDATION | ||||||||||||
| 2425 WILSON BLVD | ARLINGTON | VA | 22201 | NONE | PC | UNRESTRICTED | $275,000 | |||||
| AUSTIN ED FUND | ||||||||||||
| 4000 S IH 35 FRONTAGE RD | AUSTIN | TX | 78704 | NONE | PC | UNRESTRICTED | $5,000 | |||||
| BARTS CHARITY NEW HOSPITAL OPENING AT EXCEL CENTER | ||||||||||||
| NONE | PC | UNRESTRICTED | $17,500 | 12 COCK LANE | LONDON | UK | ||||||
| BE THE BEST SPORT | ||||||||||||
| 30 BEECHWOOD AVE | PORT WASHINGTON | NY | 11050 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| BUFFALO SOLDIERS OF WEST POINT | ||||||||||||
| SPECIAL PROJECT COMMITTEE PO BOX | MERRIFIELD | VA | 22116 | NONE | PC | UNRESTRICTED | $150,000 | 2656 | ||||
| CITY COLLEGE 21ST CENTURY FOUNDATION INC | ||||||||||||
| 160 CONVENT AVE SH 154 | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED | $400,000 | |||||
| COVID 19 EMERGENCY RESPONSE FUND | ||||||||||||
| 253 BROADWAY 6TH FLOOR | NEW YORK | NY | 10007 | NONE | PC | UNRESTRICTED | $15,000 | |||||
| DE LA SALLE ACADEMY | ||||||||||||
| 332 W 43RD STREET | NEW YORK | NY | 10036 | NONE | PC | UNRESTRICTED | $15,000 | |||||
| DEPARTMENT OF THE ARMY | ||||||||||||
| 101 ARMY PENTAGON | WASHINGTON | DC | 20350 | NONE | FED | UNRESTICTED | $89,600 | |||||
| EDEN II SCHOOL FOR AUTISTIC CHILDREN | ||||||||||||
| 75 SKYLINE DRIVE | STATEN ISLAND | NY | 10304 | NONE | PC | UNRESTRICTED | $30,000 | |||||
| ESPERANZA HEALTH CENTERS | ||||||||||||
| 2001 S CALIFORNIA AVE | CHICAGO | IL | 60608 | NONE | PC | UNRESTRICTED | $35,000 | |||||
| FEED OUR NHS MEALS FOR HOSPITALS | ||||||||||||
| NONE | PC | UNRESTRICTED | $17,500 | 18 FINSBURY SQ | UK | LONDON | ||||||
| FOCUS (FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENT) | ||||||||||||
| 603 PARK POINT DR SUITE 200 | GENESEE | CO | 80401 | NONE | PC | UNRESTRICTED | $75,000 | |||||
| FORDHAM UNIVERSITY SCHOOL OF LAW | ||||||||||||
| 150 WEST 62ND STREET | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED | $385,750 | |||||
| FRIENDS OF FONDATION DE FRANCE | ||||||||||||
| 31 WEST 34TH ST 7TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $17,500 | |||||
| GALATIONS 6 2 INC | ||||||||||||
| 518 13TH ST W | BRADENTON | FL | 342057419 | NONE | PC | UNRESTRICTED | $75,000 | |||||
| GIRL SCOUT COUNCIL OF NEW YORK | ||||||||||||
| 40 WALL ST 708 | NEW YORK | NY | 10005 | NONE | PC | UNRESTRICTED | $50,000 | |||||
| GOLD STAR TEEN ADVENTURES | ||||||||||||
| 3350 FOOTBRIDGE LANE STE 124 | FAYETTEVILLE | NC | 28306 | NONE | PC | UNRESTRICTED | $75,000 | |||||
| GRAYSON JOCKEY CLUB RESEARCH FOUNDATION | ||||||||||||
| 40 E 52ND STREET | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED | $117,127 | |||||
| HONG KONG SOCIETY FOR REHABILITATION | ||||||||||||
| NONE | PC | UNRESTRICTED | $17,500 | HKSR LAM TIN COMPLEX | HK | KOWLOON | ||||||
| INSTITUTE FOR THE STUDY OF WAR | ||||||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| IRISH ARTS CENTER | ||||||||||||
| 553 W 51ST STREET | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| ITALIAN AMERICAN ST JOSEPH SOCIETY | ||||||||||||
| 8713 MANINI WAY | DIAMONDHEAD | MS | 39525 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| JOHNNY MAC SOLDIERS FUND | ||||||||||||
| PO BOX 419503 | BOSTON | MA | 024419503 | NONE | PC | UNRESTRICTED | $12,500 | |||||
| MARINE CORPS - LAW ENFORCEMENT FOUNDATION | ||||||||||||
| 273 COLUMBUS AVE STE 10 | TUCKAHOE | NY | 10707 | NONE | PC | UNRESTRICTED | $15,000 | |||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||
| 125 NASHUA STREET STE 540 | BOSTON | MA | 021141101 | NONE | PC | UNRESTRICTED | $17,500 | |||||
| MAYORS FUND TO ADVANCE NYC | ||||||||||||
| 253 BROADWAY | NEW YORK | NY | 10007 | NONE | PC | UNRESTRICTED | $30,000 | |||||
| MERCHANTS QUAY IRELAND | ||||||||||||
| NONE | PC | UNRESTRICTED | $17,500 | 24 MERCHANTS QUAY | DUBLIN | EI | ||||||
| MIDDLE EAST INSTITUTE | ||||||||||||
| 1763 N ST NW | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $124,250 | |||||
| NATIONAL MUSEUM OF RACING INC | ||||||||||||
| 191 UNION AVENUE | SARATOGA SPRINGS | NY | 12866 | NONE | PC | UNRESTRICTED | $100,000 | |||||
| NEW ENGLAND HOME & CENTER FOR VETERANS | ||||||||||||
| 17 COURT ST UNIT 2601 | BOSTON | MA | 02108 | NONE | PC | UNRESTRICTED | $17,500 | |||||
| NEW MEADOWLANDS STADIUM COMPANY | ||||||||||||
| 1 METLIFE STADIUM DR | EAST RUTHERFORD | NJ | 070735100 | NONE | PC | UNRESTRICTED | $75,000 | |||||
| NEW VOCATIONS | ||||||||||||
| 719 DOLAN LN | LEXINGTON | KY | 40511 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| NORTHWELL HEALTH FOUNDATION | ||||||||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PC | UNRESTRICTED | $30,000 | |||||
| NYU LANGONE HOSPITALS | ||||||||||||
| ONE PARK AVE 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| OUR LADY OF MOUNT CARMEL CHURCH | ||||||||||||
| 275 NORTH 8TH AVE | BROOKLYN | NY | 11211 | NONE | PC | UNRESTRICTED | $5,000 | |||||
| PERMANENTLY DISABLED JOCKEY'S FUND INC | ||||||||||||
| PO BOX 803 | ELMHURST | IL | 60126 | NONE | PC | UNRESTRICTED | $100,000 | |||||
| PIETA HOUSE | ||||||||||||
| NONE | PC | UNRESTRICTED | $17,500 | ULSTER BANK MAIN ST | DUBLIN | EI | ||||||
| SACRED HEART UNIVERSITY | ||||||||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | NONE | PC | UNRESTRICTED | $14,650 | |||||
| SAINT JUDE | ||||||||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED | $5,000 | |||||
| SEMPER FI FUND | ||||||||||||
| 825 COLLEGE BLVD STE 102 | OCEANSIDE | CA | 92057 | NONE | PC | UNRESTRICTED | $5,000 | |||||
| SETON FUND | ||||||||||||
| 1201 W 38TH ST STE 4200 | AUSTIN | TX | 78705 | NONE | PC | UNRESTRICTED | $20,000 | |||||
| THE AMERICAN DELEGATION OF ST GEORGE | ||||||||||||
| 1860 19TH STREET | WASHINGTON | DC | 20009 | NONE | PC | UNRESTRICTED | $50,000 | |||||
| THE MAYORS FUND FOR LOS ANGELES | ||||||||||||
| FILE 2345 1801 W OLYMPIC BLVD | PASADENA | CA | 911992345 | NONE | PC | UNRESTRICTED | $15,000 | |||||
| THE MICHAEL GARRON HOSPITAL DRIVE | ||||||||||||
| NONE | PC | UNRESTRICTED | $35,000 | 825 COXWELL AVE | EAST YORK | CA | TORONTO, ONTARIO | |||||
| THE PARKER FAMILY CENTER | ||||||||||||
| 211 SHREWSBURY AVE | RED BANK | NJ | 07701 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| THE RED CROSS HONG KONG | ||||||||||||
| NONE | PC | UNRESTRICTED | $17,500 | 19 HOI TING ROAD | WEST KOWLOON | HK | ||||||
| THE RED CROSS SPAIN | ||||||||||||
| NONE | PC | UNRESTRICTED | $35,000 | AV DE LA REINA VICTORIA 26 | MADRID | SP | ||||||
| THE SAYANG SAYANG FUNDCOMMUNITY FOUNDATION OF SINGAPORE | ||||||||||||
| NONE | PC | UNRESTRICTED | $35,000 | 6 EU TONG SEN STREET | SINGAPORE | SN | ||||||
| TUESDAY'S CHILDREN MANHASSET NY | ||||||||||||
| 10 ROCKEFELLER PLAZA 910 | NEW YORK | NY | 10020 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| UNICEF AUSTRALIA | ||||||||||||
| NONE | PC | UNRESTRICTED | $35,000 | PO BOX 488 QUEEN VICTORIA BLDG | AS | |||||||
| UNITED NEGRO COLLEGE FUND | ||||||||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $125,000 | |||||
| UNITED WAY FOR GREATER AUSTIN | ||||||||||||
| 2000 E MARTIN LUTHER KING JR BLVD | AUSTIN | TX | 78702 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| VIRGINIA MASON FOUNDATION | ||||||||||||
| 1100 9TH AVE | SEATTLE | WA | 98101 | NONE | PC | UNRESTRICTED | $5,000 | |||||
| WEST POINT ASSOCIATION OF GRADUATES | ||||||||||||
| HERBERT HALL 698 MILLS RD | WEST POINT | NY | 10996 | NONE | PC | UNRESTRICTED | $2,644,620 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,615,997 | 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 | $1,365 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $316,124 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,473 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $416,962 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $416,962 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN DWD PARTNERS FUND | AT COST | $5,099,473 | $5,099,473 |
| INVESTMENT - COATUE OPPORTUNITY OFFSHORE FUND I LTD. CLASS B | AT COST | $10,000,000 | $17,063,212 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,893 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,893 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN MAIN GATE PRODUCTION | Desc |
| BOY Book Value | $155,000 | BOYBookValueAmt |
| EOY Book Value | $155,000 | EOYBookValueAmt |
| EOYFMV | $155,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK/CREDIT CARD FEES | $13,782 | $0 | $0 | $13,782 |
| QUALIFICATION FEES | $16,090 | $0 | $0 | $16,090 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DWD PARTNERS FUND I LP | Desc |
| Revenue And Expenses Per Books | $99,473 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $99,473 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NY RENEWAL REGISTRATION FEES | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |