RICHENTHAL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RICHENTHAL FOUNDATION (EIN 13-6113616)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-04
- IRS object ID
- 202003099349100320
- Schema version
- 2019v5.1
- 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 | 2020-11-04T11:07:19-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J REILLY | PreparerPersonNm |
| PTIN | P00183769 | PTIN |
| Phone | 2126617777 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.80.233.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-30 | IPDt |
| IP Tm | 10:40:52 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C6559D2F2D9E916EF7F955BDA2CCEAE3D9F52865 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,860,115 | 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 | $3,734 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,734 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $239,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $239,735 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $176,116 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,554,057 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $176,116 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,985 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,985 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $441,570 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $441,570 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $207,698 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $207,698 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $57,194 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $57,194 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,538 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,538 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,038 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,519 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,519 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,758 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,758 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $914 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $914 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,442 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,442 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $409,582 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,277 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $317,305 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $488,963 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $488,963 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $898,545 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,277 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $806,268 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$456,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $369,293 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $423,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $204,602 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $204,602 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,797,315 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,537,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,622,964 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,985 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,549 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,220,764 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,763,789 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,860,115 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,220,764 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,763,789 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,220,764 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,763,789 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,220,764 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,763,789 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,220,764 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$456,975 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,763,789 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,763,789 | 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 | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,453,782 | $2,377,941 | $75,841 | $75,841 | |
| CAPITAL GAINS DIVIDENDS | $100,275 | $100,275 | $100,275 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $176,116 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,025,229 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,039,380 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.092870 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $609,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,313,216 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053853 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $585,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,205,943 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052227 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $562,897 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,728,540 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044223 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $495,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,195,621 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034905 | DistributionYr5Rt |
| Total Distribution | 0.278078 | TotalDistributionRt |
| Average Distribution | 0.055616 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,463,203 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $581,921 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,693 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $585,614 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $806,268 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,693 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,693 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,693 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,946 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,946 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,253 | OverpaymentAmt |
| Applied To ES Tax | $7,253 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $2,000 | $0 | $0 |
| MICHAEL TAUBMAN | ||||||||
| ONE BATTERY PARK PLAZA 7TH FL | NEW YORK | NY | 10004 | TRUSTEE | 3.00 | $1,000 | $0 | $0 |
| PETER GRAHAM | ||||||||
| ONE BATTERY PARK PLAZA 7TH FL | NEW YORK | NY | 10004 | TRUSTEE | 3.00 | $2,000 | $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 | $164,313 | CompensationAmt |
| Employee Benefits | $19,237 | 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 | $56,758 | 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 | $10,297,613 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $292,379 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,549 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,622,541 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,622,541 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $159,338 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,463,203 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $523,160 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $523,160 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,693 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,693 | TotalTaxAmt |
| Distributable Before Adj | $519,467 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $519,467 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $519,467 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $806,268 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $806,268 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,693 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $802,575 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $519,467 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $339,362 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $481,366 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $820,728 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $806,268 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $519,467 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $286,801 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,107,529 | 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 | $1,107,529 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $339,362 | ExcessFromYear2Amt |
| Excess From Year1 | $481,366 | ExcessFromYear1Amt |
| Excess From Current Year | $286,801 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADIRONDACK COUNCIL | ||||||||||||
| 103 HAND AVENUE SUITE 3 PO BOX D-2 | ELIZABETHTOWN | NY | 12932 | N/A | PC | GENERAL OPERATING PURPOSES | $1,000 | |||||
| PLAYWRIGHTS HORIZONS | ||||||||||||
| 416 42ND STREET | NEW YORK | NY | 10036 | N/A | PC | SUPPORT THE "CAMPAIGN FOR PLAYWRIGHTS HORIZONS" | $10,000 | |||||
| PRIMARY STAGES COMPANY INC | ||||||||||||
| 307 WEST 38TH STREET SUITE 1510 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING PURPOSES | $10,000 | |||||
| ROGUE MACHINE THEATER | ||||||||||||
| 12405 VENICE BLVD 153 | LOS ANGELES | CA | 90066 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |||||
| ROUNDABOUT THEATRE COMPANY | ||||||||||||
| 231 WEST 39TH STREET 12TH FL | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |||||
| SIGNATURE THEATRE | ||||||||||||
| 480 WEST 42ND STREET | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING PURPOSES | $10,000 | |||||
| SOPHIE GERSON HEALTH YOUTH | ||||||||||||
| 505 LAGUARDIA PLACE 20A | NEW YORK | NY | 10012 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |||||
| 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 | $10,000 | |||||
| STATEN ISLAND SHAKESPEARE THEATRE COMPANY INC | ||||||||||||
| 126 GALLOWAY AVENUE | STATEN ISLAND | NY | 10302 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |||||
| STONE BARNS CENTER FOR FOOD & AGRICULTURE | ||||||||||||
| 630 BEDFORD ROAD | POCANTICO HILLS | NY | 10591 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |||||
| THE IRONMAN FOUNDATION | ||||||||||||
| 3407 WEST DR MARTIN LUTHER KING JR | TAMPA | FL | 33607 | N/A | PC | SUPPORT THE PARTICIPATION OF ZOUHEIR LOUHAICHY IN THE 2019 HAWAII IRONMAN TO SUPPORT HUMANITARIAN RELIEF PROJECTS | $1,000 | BLVD SUITE 100 | ||||
| THE LARK (THE LARK THEATRE CO INC) | ||||||||||||
| 311 WEST 43RD STREET SUITE 406 | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING PURPOSES | $20,000 | |||||
| THE NEW GROUP | ||||||||||||
| 410 WEST 42ND STREET | NEW YORK | NY | 10036 | N/A | PC | CO-SPONSOR & SUPPORT OPENING NIGHT PARTY FOR HAPPY TALK | $7,500 | |||||
| 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 | |||||
| THE STANFORD FUND | ||||||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |||||
| LA MUSEUM OF THE HOLOCAUST | ||||||||||||
| 100 SOUTH THE GROVE DRIVE | LOS ANGELES | CA | 90036 | N/A | PC | FISCAL SPONSOR TO SUPPORT THE TEICHOLZ HOLOCAUST REMEMBRANCE FILM FUND | $5,000 | |||||
| THEATER HALL OF FAME | ||||||||||||
| 353 WEST 56TH STREET SUITE 3C | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING PURPOSES | $3,000 | |||||
| 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 | $10,000 | |||||
| WATERWELL | ||||||||||||
| 330 WEST 42ND STREET SUITE 2301 | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING PURPOSES | $15,000 | |||||
| WILLIAMSTOWN THEATRE FESTIVAL | ||||||||||||
| PO BOX 517 | WILLIAMSTOWN | MA | 01267 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |||||
| ETHICAL CULTURE FIELDSTON SCHOOL | ||||||||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 10023 | N/A | PC | FISCAL SPONSOR TO SUPPORT YOUNG DANCEMAKERS COMPANY | $40,000 | |||||
| PLAYWRIGHTS HORIZONS | ||||||||||||
| 416 42ND STREET | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING PURPOSES | $50,000 | |||||
| PLAYING ON AIR INC | ||||||||||||
| 210 WEST 101ST STREET PH9 | NEW YORK | NY | 10025 | 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 | |||||
| PARK AVENUE ARMORY | ||||||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |||||
| AMERICAN BALLET THEATRE | ||||||||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | N/A | PC | SUPPORT THE PRODUCTION OF THE RATMANSKY PROJECT | $2,500 | |||||
| AMERICAN BALLET THEATRE | ||||||||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |||||
| ATLANTIC THEATER CO | ||||||||||||
| 76 NINTH AVENUE SUITE 537 | NEW YORK | NY | 10011 | N/A | PC | SUPPORT ATLANTIC THEATER CO. GALA | $10,000 | |||||
| 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 | ||||
| COMMUNITY PARTNERS | ||||||||||||
| PO BOX 292586 | LOS ANGELES | CA | 90029 | N/A | PC | FISCAL SPONSOR TO SUPPORT OF CENTER FOR COUNCIL | $5,000 | |||||
| CHERRY LANE THEATRE | ||||||||||||
| 38 COMMERCE STREET | NEW YORK | NY | 10014 | N/A | PC | GENERAL OPERATING PURPOSES | $2,000 | |||||
| CITY KIDS FOUNDATION | ||||||||||||
| 601 WEST 26TH STREET SUITE 325 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING PURPOSES | $7,500 | |||||
| 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 | $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 | ||||||||||||
| 120 HAMILTON AVENUE | HASTINGS ON HUDSON | NY | 10706 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 | |||||
| NY CITY CENTER | ||||||||||||
| 130 WEST 56TH STREET | NEW YORK | NY | 10019 | N/A | PC | FISCAL SPONSOR TO SUPPORT MUSICAL THEATRE SERIES ENCORES! | $5,000 | |||||
| ENSEMBLE STUDIO THEATRE | ||||||||||||
| 549 WEST 52ND STREET 2ND FL | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |||||
| GEFFEN PLAYHOUSE | ||||||||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |||||
| HB STUDIO | ||||||||||||
| 120 BANK STREET | NEW YORK | NY | 10014 | N/A | PC | SUPPORT THE UTA HAGEN AT 100 GALA | $5,000 | |||||
| FRACTURED ATLAS | ||||||||||||
| 248 WEST 35TH STREET 10TH FL | NEW YORK | NY | 10001 | N/A | PC | FISCAL SPONSOR TO SUPPORT HOWARD TAUBMAN PLAYHOUSE | $2,500 | |||||
| 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 | $10,000 | |||||
| MCC THEATRE | ||||||||||||
| 511 WEST 52ND STREET | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING PURPOSES | $25,000 | |||||
| MTCMANHATTAN THEATRE CLUB INC | ||||||||||||
| 311 WEST 43RD STREET 8TH FL | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING PURPOSES | $10,000 | |||||
| COMMUNITY SERVICE SOCIETY OF NY | ||||||||||||
| 633 THIRD AVENUE 10TH FL | NEW YORK | NY | 10017 | N/A | PC | FISCAL SPONSOR TO SUPPORT NSC COMMUNITY LEGAL DEFENSE | $5,000 | |||||
| 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 | PC | FUND THE ANNUAL MASAMI SIKSEI MEMORIAL SCHOLARSHIP | $5,013 | |||||
| ENSEMBLE STUDIO THEATRE | ||||||||||||
| 549 WEST 52ND STREET 2ND FL | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 | |||||
| CLEAN BREAK THEATRE COMPANY | ||||||||||||
| N/A | NC - EXP. RESPONSIBI | GENERAL OPERATING PURPOSES | $6,700 | 2 PATSHULL ROAD | LONDON | UK | ||||||
| YOUNG VIC THEATRE CO | ||||||||||||
| N/A | NC - EXP. RESPONSIBI | PROVIDE PARTIAL SUPPORT FOR ANY PLAY (I.E., NON-MUSICAL) PRODUCED BY THE GRANTEE ON ITS MAIN STAGE AND STUDIO STAGES | $25,000 | 66 THE CUT | NA | UK | LONDON | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $488,963 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIV OF DELAWARE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 413 ACADEMY STREET ROOM 230 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FISCAL SPONSOR TO SUPPORT OF THE THE PRODUCTION OF ROUND AND ROUND THE GARDEN DIRECTED BY MARIA AITKEN | GrantOrContributionPurposeTxt |
| Amt | $7,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,734 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $239,735 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $176,116 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LTD. PARTNERSHIP INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,985 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $441,570 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $441,570 | 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 | $20,228 | $10,114 | $10,114 |
| CONDON O'MEARA MCGINTY & DONNELLY LLP - AUDIT & TAX | $10,810 | $5,405 | $5,405 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE YOUNG VIC COOMPANY | |||||||||||
| 66 THE CUT | WATERLOO | LONDON | UK | 2019-12-24 | $25,000 | PROVIDE PARTIAL SUPPORT FOR ANY PLAY (I.E., NON-MUSICAL) PRODUCED BY THE GRANTEE ON ITS MAIN STAGE AND STUDIO STAGES DURING THE 3-MONTH PERIOD COMMENCING ON THE DAY THE GRANT IS RECEIVED BY THE GRANTEE. | $25,000 | NO KNOWN DIVERSON TO THE FOUNDATION'S KNOWLEDGE AND BELIEF | REPORTS NOT YET DUE; DUE 12/24/20 | 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. | |
| CLEAN BREAK THEATRE COMPANY | |||||||||||
| 2 PATSHULL ROAD | LONDON | UK | 2019-12-24 | $6,700 | TO PROVIDE SUPPORT FOR THE CHARITY IN ITS' WORK WITH WOMEN TO TRANSFORM LIVES THROUGH THEATRE WORKSHOPS & PROJECTS IN PRISONS & THE COMMUNITY DURING THE 12 MONTH PERIOD COMMENCING ON THE DATE THE GRANT IS RECEIVED. | $6,700 | NO KNOWN DIVERSON TO THE FOUNDATION'S KNOWLEDGE AND BELIEF | REPORTS NOT YET DUE; DUE 12/24/20 | 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. | NW5 2LB | |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FD | $364,385 | $372,273 |
| DODGE & COX INTL STOCK FD | $378,427 | $396,946 |
| DOUBLELINE TOTL RET BND-I | $537,921 | $525,146 |
| FIDELITY 500 INDEX FD-AI | $271,979 | $322,967 |
| FIDELITY INTERNATIONAL INDEX FUND | $696,177 | $720,499 |
| INVESCO QQQ TR UNITSER1 | $277,286 | $342,727 |
| ISHARES CORE MSCI EMERGING | $312,923 | $329,979 |
| ISHARES GOLD TRUST | $192,529 | $221,778 |
| ISHARES INC MSCI JAPAN NEW | $174,143 | $186,843 |
| ISHARES MSCI ALL COUNTRY ASI | $279,841 | $323,768 |
| ISHARES MSCI INDIA ETF | $192,409 | $220,355 |
| JPMORGAN MANAGED INCOME- | $91,227 | $91,592 |
| NEUBERGER BER GR CHINA EQ-IS | $84,416 | $72,947 |
| OAKMARK FUND-INST | $158,354 | $167,759 |
| OAKMARK INTERNATIONAL-INST | $336,005 | $364,675 |
| PARNASSUS CORE EQUITY FD-INS | $421,776 | $505,001 |
| PGIM GLOBAL REAL ESTATE FUND | $101,126 | $101,403 |
| PRIMECAP ODYSSEY STOCK FD | $628,140 | $920,534 |
| SCHWAB U.S. TIPS ETF | $309,437 | $318,147 |
| SPDR S&P 500 ETF TRUST | $232,899 | $388,485 |
| SPDR S&P OIL & GAS EXP & PR | $146,523 | $101,033 |
| TORTOISE MLP & PIPELINE-INST | $187,612 | $209,812 |
| VANECK VECTORS GOLD MINERS ETF | $95,565 | $136,533 |
| VANGUARD MID-CAP ETF | $661,161 | $752,276 |
| VANGUARD TOTAL BOND MARKET INDEX | $1,631,589 | $1,706,230 |
| HEALTH CARE SELECT SECTOR | $107,553 | $111,944 |
| VANGUARD FINACIALS ETF | $416,685 | $455,315 |
| ISHARES MSCI CHINA ETF | $45,678 | $45,119 |
| PIMCO TOTAL RETURN FD-INST | $203,436 | $210,878 |
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 | $21,985 | BookValueAmt |
| EOYFMV | $32,549 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRYOR CASHMAN LLP | CategoryTxt |
| Legal Fees | $28,538 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,538 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $5,467 | $0 | $5,467 |
| PAYROLL PROCESSING FEE (ADP) | $1,975 | $0 | $1,975 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LTD. PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $21,985 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21,985 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,985 | 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 | $56,758 | Amt |
| Net Investment Income | $56,758 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $11,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |