WILLIAM & MARY GREVE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM & MARY GREVE FOUNDATION INC (EIN 13-6020724)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202003169349101100
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T08:10:31-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131610809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAGLE ROCK AVENUE SUITE 200 | AddressLine1Txt |
| City | EAST HANOVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07936 | 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 | 136020724 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM & MARY GREVE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2123077850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 LAFAYETTE STREET NO 1002 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY C M KISER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123077850 | PhoneNum |
| Signature | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH AVERY | PreparerPersonNm |
| PTIN | P01470673 | PTIN |
| Phone | 9739293500 | PhoneNum |
| Preparation | 2020-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.80.52.209 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 07:27:20 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4EBBB8E4F21DC0B79F3A91F60A0E6360ED70107E | 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 | $24,107,864 | 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 | $104,118 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $104,118 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $206,369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,369 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,225,775 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,888,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,225,775 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$21,646 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,514,616 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,536,262 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $203,207 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $101,604 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $101,604 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $166,837 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $83,419 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $83,419 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $169,408 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $84,704 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $84,704 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $136,826 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $34,207 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $102,620 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,110 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $33,083 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,028 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $234,631 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $183,796 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $48,289 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,865 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,137 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $395 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,630 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $6,315 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $120,505 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $60,253 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $60,253 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $57,456 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $57,456 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,309 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,323 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,988 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,195,784 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $603,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $568,756 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,070,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,070,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,265,834 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $603,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,638,806 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$751,218 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $932,421 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $330,969 | CashBOYAmt |
| Cash EOY | $559,831 | CashEOYAmt |
| Cash EOYFMV | $559,831 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,124,018 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,524,024 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,524,024 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $21,480 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,974 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,974 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $13,706,711 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,030,342 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,030,342 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,842,164 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,767,946 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,767,946 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $286,456 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $113,326 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $185,760 | LandBOYAmt |
| Land EOY | $173,130 | LandEOYAmt |
| Land EOYFMV | $173,130 | LandEOYFMVAmt |
| Other Assets BOY | $56,950 | OtherAssetsBOYAmt |
| Other Assets EOY | $42,617 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $42,617 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,268,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,107,864 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,107,864 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $225,834 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $233,762 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $225,834 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $233,762 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $21,042,218 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $23,874,102 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,042,218 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,874,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,268,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,107,864 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,042,218 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$751,218 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,670,436 | OtherIncreasesAmt |
| Subtotal | $23,961,436 | SubtotalAmt |
| Other Decreases | $87,334 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,874,102 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| US TRUST SELECT EQUITY | $477,945 | $424,646 | $53,299 | $53,299 | |
| US TRUST SELECT EQUITY | $2,414,681 | $1,725,265 | $689,416 | $689,416 | |
| US TRUST MUTUAL FUNDS | $688,092 | $500,000 | $188,092 | $188,092 | |
| AG REALTY FUND VIII LP | $10,290 | -$10,290 | -$10,290 | P | |
| BRUCKMAN, ROSSER, SHERRILL & CO II LP | $880 | $880 | $880 | P | |
| SEMPER VIC PARTNERS (QP) LP | $2,167 | -$2,167 | -$2,167 | P | |
| SEMPER VIC PARTNERS (QP) LP | $6,094 | $6,094 | $6,094 | P | |
| SEG PARTNERS LP | $214,711 | $214,711 | $214,711 | P | |
| CAPITAL GAINS DIVIDENDS | $85,740 | $85,740 | $85,740 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,225,775 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,095,049 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,931,000 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.091363 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,127,958 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,220,483 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091641 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,112,183 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,457,738 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090042 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,035,970 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,261,835 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080595 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,248,047 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,819,792 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087067 | DistributionYr5Rt |
| Total Distribution | 0.440708 | TotalDistributionRt |
| Average Distribution | 0.088142 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,550,281 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,987,627 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,324 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,996,951 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,638,806 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,648 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,648 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,952 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,952 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,304 | OverpaymentAmt |
| Applied To ES Tax | $4,304 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANTHONY C M KISER | IndividualWithBooksNm |
| Phone | 2123077850 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 LAFAYETTE STREET SUITE 1002 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN W KISER III | ||||||||
| 210 POPHAMS FORD RD | SPERRYVILLE | VA | 22740 | CHAIRMAN, DIRECTOR | 30.00 | $81,207 | $15,000 | $0 |
| ANTHONY CM KISER | ||||||||
| 270 LAFAYETTE STREET | NEW YORK | NY | 10012 | PRESIDENT, DIRECTOR | 30.00 | $122,000 | $24,400 | $0 |
| JENNIFER FRANKLIN | ||||||||
| C/O STB 425 LEXINGTON AVE | NEW YORK | NY | 10017 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JAMES MOTT CLARK JR | ||||||||
| 270 LAFAYETTE STREET | NEW YORK | NY | 10012 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA ROSENBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 270 LAFAYETTE STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ADMINISTRA | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $158,517 | CompensationAmt |
| Employee Benefits | $31,703 | 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 | SIMPSON THACHER & BARTLETT LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL SERVICES | ServiceTypeTxt |
| Compensation | $202,002 | 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 | $18,592,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,300,706 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,893,686 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,893,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $343,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,550,281 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,127,514 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,127,514 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,648 | TotalTaxAmt |
| Distributable Before Adj | $1,108,866 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,108,866 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,108,866 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,638,806 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,638,806 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,638,806 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,108,866 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $983,112 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $819,944 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $995,197 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $979,171 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $958,665 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,736,089 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,638,806 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,108,866 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $529,940 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,266,029 | 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 | $983,112 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,282,917 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $819,944 | ExcessFromYear4Amt |
| Excess From Year3 | $995,197 | ExcessFromYear3Amt |
| Excess From Year2 | $979,171 | ExcessFromYear2Amt |
| Excess From Year1 | $958,665 | ExcessFromYear1Amt |
| Excess From Current Year | $529,940 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABDELKADER EDUCATION PROJECT | |||||||
| PO BOX 830 | ELKADER | IA | 52043 | NONE | PC | IN SUPPORT OF ANNUAL FORUM TO CONNECT CONTINENTS AND CULTURES. | $30,000 |
| AMERICAN AGORA FOUNDATION INC | |||||||
| 33 IRVING PLACE | NEW YORK | NY | 10003 | NONE | PC | F/B/O LAPHAM'S QUARTERLY. | $25,000 |
| ARTISTS STRIVING TO END POVERTY INC | |||||||
| 300 WEST 55 STREET | NEW YORK | NY | 10019 | NONE | PC | F/B/O ARTS INSIDE OUT TO SUPPORT THE COST OF STUDENTS TO TRAVEL TO SOUTH AFRICA TO WORK WITH CHILDREN LIVING WITH OR ORPHANED BECAUSE OF HIV. | $10,000 |
| BELLE MEADE EDUCATIONAL RESOURCES CENTER | |||||||
| 2 BELLE MEADE LANE | SPERRYVILLE | VA | 22740 | NONE | PC | TO SUPPORT OF COMMUNITY SERVICE PROJECTS AND INTERNSHIPS FOR HIGH SCHOOL STUDENTS. | $10,000 |
| CENTER FOR RELIGION AND DIPLOMACY | |||||||
| 1003 K STREET NW SUITE 400 | WASHINGTON | DC | 20001 | NONE | PC | FOR POLICY BASED RESEARCH PROJECT. | $50,000 |
| CHURCH OF CHRIST CONGREGATIONAL | |||||||
| 12 VILLAGE GREEN | NORFOLK | CT | 06058 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $10,000 |
| CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK INC | |||||||
| 14 WALL STREET SUITE 4E | NEW YORK | NY | 10005 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $10,000 |
| COMMUNITY ACCESS TO THE ARTS INC | |||||||
| 40 RAILROAD STREET SUITE 6 | GREAT BARRINGTON | MA | 01230 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 104132 | DURHAM | NC | 27708 | NONE | PC | IN SUPPORT OF NURSING SCHOLARSHIP FUND. | $20,000 |
| FAITH & CULTURE CENTER | |||||||
| 2505 BROOME STREET | NASHVILLE | TN | 37135 | NONE | PC | IN SUPPORT OF THE "OUR MUSLIM NEIGHBOR" PROJECT. | $60,000 |
| FAN 4 KIDS | |||||||
| 538 CLINTON AVE | BROOKLYN | NY | 11238 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $20,000 |
| FIDELITY CHARITABLE GIFT FUND - MARGOT KISER FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. | $30,000 |
| FREEDOM INSTITUTE INC | |||||||
| 515 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| KING BAUDOUIN FOUNDATION UNITED STATES INC | |||||||
| 10 ROCKEFELLER PLAZA 16TH FLOOR | NEW YORK | NY | 10020 | NONE | PC | F/B/O AMERICAN FRIENDS OF THE UNIVERSITY OF HELSINKI IN SUPPORT OF THE ABD EL KADER FELLOWSHIP PROGRAM. | $28,700 |
| MERRIMACK COLLEGE | |||||||
| 315 TURNPIKE STREET S -8 | NORTH ANDOVER | MA | 01845 | NONE | PC | GOLDZIHER PRIZE. | $35,000 |
| MERRIMACK COLLEGE | |||||||
| 315 TURNPIKE STREET S -8 | NORTH ANDOVER | MA | 01845 | NONE | PC | ABD EL KADER CURRICULUM DEVELOPMENT. | $25,000 |
| MERRIMACK COLLEGE | |||||||
| 315 TURNPIKE STREET S-8 | NORTH ANDOVER | MA | 01845 | NONE | PC | INTERFAITH CURRICULUM. | $8,000 |
| MOUNT DESERT LAND AND GARDEN PRESERVE | |||||||
| PO BOX 208 | SEAL HARBOR | ME | 04675 | NONE | PC | IN SUPPORT OF PROJECTS AT THE ASTICOU AZALEA GARDEN. | $10,000 |
| NEW YORK HARBOR FOUNDATION INC | |||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | NONE | PC | F/B/O BILLION OYSTER PROJECT IN SUPPORT OF A PILOT BOATBUILDING PROGRAM INVOLVING BROOKLYN MIDDLE-SCHOOL STUDENTS. | $36,000 |
| NEW YORK THEATRE WORKSHOP | |||||||
| 79 EAST 4TH STREET | NEW YORK | NY | 10003 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| NORFOLK BOTANICAL GARDENS FOUNDATION | |||||||
| 6700 AZALEA GARDEN ROAD | NORFOLK | VA | 235185336 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $50,000 |
| NORTHWEST CONNECTICUT COMMUNITY FOUNDATION | |||||||
| 33 EAST MAIN STREET PO BOX 1144 | TORRINGTON | CT | 06790 | NONE | PC | TO PROVIDE SUPPORT TO NEEDY INDIVIDUALS AND FAMILIES IN THE NORFOLK, CT COMMUNITY. | $20,000 |
| OTHER CONTRIBUTIONS | |||||||
| 270 LAFAYETTE STREET | NEW YORK | NY | 10012 | NONE | PC | OTHER CONTRIBUTIONS - $2,500 OR LESS - DETAIL AVALIABLE UPON REQUEST. | $73,650 |
| PUBLICOLOR INC | |||||||
| 149 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $10,000 |
| RAPPAHANNOCK HISTORICAL SOCIETY INC | |||||||
| 328 GAY STREET PO BOX 261 | WASHINGTON | VA | 22747 | NONE | PC | IN SUPPORT OF PRESERVATION OF RAPPAHANNOCK COUNTY'S HERITAGE. | $22,000 |
| RAPPAHANNOCK NATURE CAMP | |||||||
| PO BOX 145 | SPERRYVILLE | VA | 22740 | NONE | PC | IN SUPPORT OF THE CAMP. | $10,000 |
| RAPPAHANNOCK PANTRY INC | |||||||
| 603 MT SALEM AVENUE | WASHINGTON | VA | 22747 | NONE | PC | IN SUPPORT OF A FOOD PANTRY FOR LOW INCOME FAMILIES. | $10,000 |
| SAINT DAVID'S SCHOOL | |||||||
| 12 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PC | IN SUPPORT OF INDEPENDENT SUMMER ENRICHMENT PROGRAM FOR LOW-INCOME STUDENTS. | $17,000 |
| SCAN NEW YORK VOLUNTEER PARENT-AIDES ASSOCIATION INC | |||||||
| 345 EAST 102ND ST | NEW YORK | NY | 10029 | NONE | PC | IN SUPPORT OF A VIOLENCE PREVENTION PROGRAM FOR HIGH RISK CHILDREN AND FAMILIES IN EAST HARLEM AND SOUTH BRONX. | $3,000 |
| SCENIC HUDSON INC | |||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | NONE | PC | IN SUPPORT OF GENERAL OPERATIONS AIMED AT PROTECTING THE HUDSON RIVER VALLEY AND INCREASING PUBLIC ACCESS TO THE HUDSON RIVER. | $50,000 |
| SECOND STAGE THEATRE | |||||||
| 1501 BROADWAY SUITE 518 | NEW YORK | NY | 10036 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $71,700 |
| SETON HALL UNIVERSITY | |||||||
| 400 SOUTH ORANGE AVE | SOUTH ORANGE | NJ | 07079 | NONE | PC | F/B/O SCHOOL OF DIPLOMACY AND INTERNATIONAL RELATIONS IN SUPPORT OF THE EMIR ABD EL KADER FELLOWSHIP. | $30,000 |
| SPERRYVILLE VOLUNTEER RESCUE SQUAD | |||||||
| PO BOX 178 | SPERRYVILLE | VA | 22740 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| TAKE THE FIELD INC | |||||||
| 270 LAFAYETTE ST SUITE 1002 | NEW YORK | NY | 10012 | NONE | PF | IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. | $25,000 |
| TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING | |||||||
| 55 BROAD STREET 17TH FL | NEW YORK | NY | 10004 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| THE FAUQUIER FREE CLINIC INC | |||||||
| PO BOX 3138 | WARRENTON | VA | 201881838 | NONE | PC | TO SUPPORT THE PROVISION OF MEDICAL, MENTAL AND DENTAL CARE TO NEEDY INDIVIDUALS IN THE COMMUNITY. | $10,000 |
| THE FUND FOR THE CITY OF NEW YORK | |||||||
| 121 SIXTH AVE 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | F/B/O RIDER'S ALLIANCE IN SUPPORT OF ORGANIZING NYC SUBWAY AND BUS RIDERS INTO A POLITICAL CONSTITUENCY THAT CAN HOLD ELECTED OFFICIALS ACCOUNTABLE FOR INVESTING IN THE FUTURE OF MASS TRANSIT. | $25,000 |
| THE MERCANTILE LIBRARY ASSOCIATION OF THE CITY OF NEW YORK | |||||||
| 15 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $10,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 666 BROADWAY 9TH FL | NEW YORK | NY | 10012 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 |
| THE WILDERNESS SOCIETY | |||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $75,000 |
| VIRGINIA CENTER FOR THE CREATIVE ARTS | |||||||
| 154 SAN ANGELO DRIVE | AMHERST | VA | 24521 | NONE | PC | IN SUPPORT OF THE ARTS AND CREATIVE WORKS. | $10,000 |
| VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | |||||||
| 200 N BOULEVARD | RICHMOND | VA | 23220 | NONE | PC | IN SUPPORT OF "VMFA ON THE ROAD" PROJECT. | $15,000 |
| VIRGINIA TECH FOUNDATION INC | |||||||
| 121 PACK BUILDING | BLACKSBURG | VA | 24061 | NONE | PC | IN SUPPORT OF FESTIVAL. | $10,000 |
| WAKEFIELD COUNTRY DAY SCHOOL INC | |||||||
| PO BOX 739 | FLINT HILL | VA | 22627 | NONE | PC | TO SUPPORT TUITION ASSISTANCE TO DESERVING STUDENTS. | $5,000 |
| YALE UNIVERSITY | |||||||
| 20 LITCHFIELD ROAD | NORFOLK | CT | 06058 | NONE | PC | IN SUPPORT OF THE NORFOLK CHAMBER MUSIC FESTIVAL. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,070,050 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABDELKADER EDUCATION PROJECT | ||||||||
| PO BOX 830 | ELKADER | IA | 52043 | NONE | PC | IN SUPPORT OF FORUM EXPENSES. | $60,000 | |
| AMERICAN AGORA FOUNDATION INC | ||||||||
| 33 IRVING PLACE | NEW YORK | NY | 10003 | NONE | PC | IN SUPPORT OF LAPHAM'S QUARTERLY. | $10,000 | |
| ARTISTS STRIVING TO END POVERTY INC | ||||||||
| 300 WEST 55 STREET | NEW YORK | NY | 10019 | NONE | PC | TO SUPPORT THE COST OF STUDENTS TO TRAVEL TO SOUTH AFRICA TO WORK WITH CHILDREN LIVING WITH OR ORPHANED BECAUSE OF HIV. | $10,000 | |
| BELLE MEADE EDUCATIONAL RESOURCES CENTER | ||||||||
| 2 BELLE MEADE LANE | SPERRYVILLE | VA | 22740 | NONE | PC | TO SUPPORT COMMUNITY SERVICE PROJECTS AND INTERNSHIPS FOR HIGH SCHOOL STUDENTS. | $10,000 | |
| BNY MELLON CHARITABLE GIFT FUND FBO THEODORA PARK FUND | ||||||||
| 75 ANSON STREET | CHARLESTON | SC | 29401 | NONE | PC | GENERAL SUPPORT. | $25,000 | |
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION | ||||||||
| PO BOX 286075 | NEW YORK | NY | 10128 | NONE | PC | F/B/O UWC OF THE ATLANTIC COLLEGE FOR GENERAL OPERATING SUPPORT. | $5,000 | |
| BROOKLYN MUSEUM | ||||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $50,000 | |
| CENTER FOR RELIGION AND DIPLOMACY | ||||||||
| 1003 K STREET NW SUITE 400 | WASHINGTON | DC | 20001 | NONE | PC | FOR POLICY BASED RESEARCH PROJECT. | $20,000 | |
| CHILD CARE AND LEARNING CENTER | ||||||||
| 12763 LEE HIGHWAY | WASHINGTON | VA | 22747 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $10,000 | |
| CHURCH OF CHRIST CONGREGATIONAL | ||||||||
| 12 VILLAGE GREEN | NORFOLK | CT | 06058 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $20,000 | |
| CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK INC | ||||||||
| 14 WALL STREET SUITE 4E | NEW YORK | NY | 10005 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $10,000 | |
| COMMUNITY ACCESS TO THE ARTS INC | ||||||||
| 40 RAILROAD STREET SUITE 6 | GREAT BARRINGTON | MA | 01230 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $5,000 | |
| DUKE UNIVERSITY | ||||||||
| BOX 104132 | DURHAM | NC | 27708 | NONE | PC | IN SUPPORT OF NURSING SCHOLARSHIP FUND. | $10,000 | |
| FAITH & CULTURE CENTER | ||||||||
| 2505 BROOME STREET | NASHVILLE | TN | 37135 | NONE | PC | IN SUPPORT OF THE "OUR MUSLIM NEIGHBOR" PROJECT AND GENERAL SUPPORT. | $60,000 | |
| FIDELITY CHARITABLE GIFT FUND - MARGOT KISER FUND | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. | $30,000 | |
| GLOBAL HEALTH DISRUPTED | ||||||||
| 1033 33RD ST | DENVER | CO | 80205 | NONE | PC | IN SUPPORT OF DEVELOPING CREATIVE WAYS OF EDUCATING THE PUBLIC ABOUT GLOBAL HEALTH ISSUES THROUGH THE ARTS. | $10,000 | |
| GREAT MOUNTAIN FOREST CORPORATION | ||||||||
| 200 CANAAN MOUNTAIN ROAD | FALSS VILLAGE | CT | 06031 | NONE | POF | FOR GENERAL OPERATING SUPPORT. | $25,000 | |
| I AM YOUR PROTECTOR INC | ||||||||
| 1636 3RD AVENUE SUITE 139 | NEW YORK | NY | 10128 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 | |
| INSTITUTE FOR LEARNING ENGAGEMENT ADVOCACY AND DIALOGUE | ||||||||
| 600 A STREET SE | WASHINGTON | DC | 20003 | NONE | PC | TO SUPPORT ACE PROGRAM. | $62,000 | |
| ISLAMIC NETWORKS INC | ||||||||
| 3031 TISCH WAY 9TH FLOOR SUITE 950 | SAN JOSE | CA | 95128 | NONE | PC | IN SUPPORT OF CURRICULUM DEVELOPMENT. | $35,000 | |
| JACOB'S PILLOW DANCE FESTIVAL INC | ||||||||
| 358 GEORGE CARTER ROAD | BECKET | MA | 01223 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $10,000 | |
| KID PAN ALLEY | ||||||||
| PO BOX 38 | WASHINGTON | VA | 22747 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $10,000 | |
| MERRIMACK COLLEGE | ||||||||
| 315 TURNPIKE ST S-8 | NORTH ANDOVER | MA | 01845 | NONE | PC | GOLDZIHER PRIZE. | $125,000 | |
| MERRIMACK COLLEGE | ||||||||
| 315 TURNPIKE ST S-8 | NORTH ANDOVER | MA | 01845 | NONE | PC | ABD EL KADER CURRICULUM DEVELOPMENT. | $178,000 | |
| MOUNT DESERT LAND AND GARDEN PRESERVE | ||||||||
| PO BOX 208 | SEAL HARBOR | ME | 04675 | NONE | PC | IN SUPPORT OF PROJECTS AT THE ASTICOU AZALEA GARDEN | $10,000 | |
| NATURE CONSERVANCY FBO NATURE CONSERVANCY OF MONTANA | ||||||||
| 32 SOUTH EWING STREET | HELENA | MT | 59601 | NONE | PC | GENERAL SUPPORT. | $75,000 | |
| NEW AMSTERDAM PRESENTS INC FBO A MARVELOUS ORDER | ||||||||
| 417 MYRTLE AVENUE 101 C/O SANDBOX | BROOKLYN | NY | 11205 | NONE | PC | GENERAL SUPPORT. | $5,000 | SHIPPING |
| NEW YORK HARBOR FOUNDATION INC | ||||||||
| 10 SOUTH STREET SLIP7 | NEW YORK | NY | 10004 | NONE | PC | IN SUPPORT OF A PILOT BOATBUILDING PROGRAM INVOLVING BROOKLYN MIDDLE-SCHOOL STUDENTS. | $35,000 | |
| NORFOLK BOTANICAL GARDENS FOUNDATION | ||||||||
| 6700 AZALEA GARDEN ROAD | NORFOLK | VA | 235185336 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $150,000 | |
| NORTHWEST CONNECTICUT COMMUNITY FOUNDATION | ||||||||
| 33 EAST MAIN STREET PO BOX 1144 | TORRINGTON | CT | 06790 | NONE | PC | TO PROVIDE SUPPORT TO NEEDY INDIVIDUALS AND FAMILIES IN THE NORFOLK, CT COMMUNITY. | $30,000 | |
| PUBLIC CONCERN FOUNDATION INC | ||||||||
| 105 HUDSON ST SUITE 407 | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT. | $50,000 | |
| RAPPAHANNOCK HISTORICAL SOCIETY INC | ||||||||
| 328 GAY STREET PO BOX 261 | WASHINGTON | VA | 22747 | PC | IN SUPPORT OF PRESERVATION OF RAPPAHANNOCK COUNTY'S HERITAGE. | $10,000 | ||
| SAINT DAVID'S SCHOOL | ||||||||
| 12 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PC | IN SUPPORT OF INDEPENDENT SUMMER ENRICHMENT PROGRAM FOR LOW-INCOME STUDENTS. | $17,000 | |
| SCAN-HARBOR INC | ||||||||
| 345 EAST 102ND ST | NEW YORK | NY | 10029 | NONE | PC | IN SUPPORT OF A VIOLENCE PREVENTION PROGRAM FOR HIGH RISK CHILDREN AND FAMILIES IN EAST HARLEM AND SOUTH BRONX. | $3,000 | |
| SCENIC HUDSON INC | ||||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | NONE | PC | IN SUPPORT OF GENERAL OPERATIONS AIMED AT PROTECTING THE HUDSON RIVER VALLEY AND INCREASING PUBLIC ACCESS TO THE HUDSON RIVER. | $50,000 | |
| SECOND STAGE THEATRE | ||||||||
| 1501 BROADWAY SUITE 518 | NEW YORK | NY | 10036 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $58,300 | |
| SETON HALL UNIVERSITY | ||||||||
| 400 SOUTH ORANGE AVE | SOUTH ORANGE | NJ | 07079 | NONE | PC | IN SUPPORT OF THE EMIR ABD EL KADER FELLOWSHIP. | $70,000 | |
| TAKE THE FIELD INC | ||||||||
| 270 LAFAYETTE ST SUITE 1002 | NEW YORK | NY | 10012 | NONE | PF | IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. | $25,000 | |
| TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING | ||||||||
| 55 BROAD STREET 17TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $10,000 | |
| THE COMMON GOOD INSTITUTE INC | ||||||||
| 767 LEXINGTON AVE 602 | NEW YORK | NY | 10065 | NONE | PC | IN SUPPORT OF LEGAL REFORM IN VARIOUS GOVERNMENT ADMINISTRATIVE, POLITICAL, ECONOMIC AND SOCIAL SCIENCE FIELDS. | $25,000 | |
| THE FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 SIXTH AVE 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | F/B/O 1 ON 1 PROJECT IN SUPPORT OF GENERAL OPERATING EXPENSES. | $20,000 | |
| THE FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 SIXTH AVE 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | F/B/O RIDER'S ALLIANCE IN SUPPORT OF ORGANIZING NYC SUBWAY AND BUS RIDERS INTO A POLITICAL CONSTITUENCY THAT CAN HOLD ELECTED OFFICIALS ACCOUNTABLE FOR INVESTING IN THE FUTURE OF MASS TRANSIT. | $50,000 | |
| THE URBAN ASSEMBLY INC | ||||||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10128 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $50,000 | |
| THE WILDERNESS SOCIETY | ||||||||
| 1615 M ST NW | WASHINGTON | DC | 20036 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $50,000 | |
| TOWN OF NORFOLK | ||||||||
| 19 MAPLE AVENUE | NORFOLK | CT | 06058 | NONE | GOV | TO SUPPORT THE PURCHASE OF A BUS WITH A LIFT FOR THE TOWN'S ELDERLY, HANDICAPPED AND DISABLED. | $10,000 | |
| TOWN OF NORFOLK | ||||||||
| 19 MAPLE AVENUE | NORFOLK | CT | 06058 | NONE | GOV | TO SUPPORT THE BOTELLE SCHOOL ARTS PROGRAM. | $20,000 | |
| VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | ||||||||
| 200 N BOULEVARD | RICHMOND | VA | 232204007 | NONE | PC | IN SUPPORT OF "VMFA ON THE ROAD" PROJECT. | $20,000 | |
| WAKEFIELD COUNTRY DAY SCHOOL INC | ||||||||
| PO BOX 739 | FLINT HILL | VA | 22627 | NONE | PC | TO SUPPORT TUITION ASSISTANCE TO DESERVING STUDENTS. | $48,000 | |
| YALE UNIVERSITY | ||||||||
| 20 LITCHFIELD ROAD | NORFOLK | CT | 06058 | NONE | PC | IN SUPPORT OF THE NORFOLK CHAMBER MUSIC FESTIVAL. | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,731,300 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,118 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,369 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,225,775 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| AG REALTY FUND VIII LP | 900099 | -$27,678 |
| AG REALTY FUND VIII LP | 900099 | $6,032 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$21,646 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,536,262 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,514,616 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDITING & TAX | CategoryTxt |
| Amt | $44,110 | Amt |
| Net Investment Income | $33,083 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,028 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (59 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| OFFICE FURNISHINGS & EQUIPMENT | 2005-07-01 | $27,406 | $27,406 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2006-07-01 | $10,218 | $10,218 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2007-07-01 | $16,746 | $16,746 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2011-07-01 | $1,093 | $1,093 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2012-07-01 | $11,153 | $11,153 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2013-01-01 | $5,385 | $5,385 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2014-12-31 | $9,523 | $9,232 | SL | 5.000000000000 | $291 | $0 | |
| ARTWORK | 1994-07-01 | $2,000 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1997-07-01 | $20,000 | NC | $0 | $0 | 0.000000000000 | ||
| FULLY DEPRECIATED ASSETS TO TIE TO BOOKS | 1998-07-01 | $4,500 | $4,500 | NC | $0 | $0 | 0.000000000000 | |
| ARTWORK | 1999-07-01 | $7,800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1999-07-01 | $7,298 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1999-07-01 | $2,000 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $4,900 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $2,300 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $4,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $1,775 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $1,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1997-07-01 | $2,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $4,675 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2002-07-01 | $1,353 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2005-07-01 | $5,900 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2005-07-01 | $1,203 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2005-07-01 | $1,204 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $2,579 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $1,100 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $2,960 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $3,150 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $1,980 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $1,992 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $2,110 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,172 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $510 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $3,960 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,600 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $950 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $2,700 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $985 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $3,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $310 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2008-07-01 | $2,083 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2008-07-01 | $936 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2009-07-01 | $1,300 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2011-07-01 | $1,169 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2011-07-01 | $2,751 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2012-07-01 | $1,080 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2012-07-01 | $2,430 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2013-07-01 | $5,095 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2013-07-01 | $827 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2014-07-01 | $2,200 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2014-07-01 | $950 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2015-07-01 | $2,048 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,750 | NC | $0 | $0 | 0.000000000000 | ||
| OFFICE FURNISHINGS & EQUIPMENT | 2017-07-20 | $47,954 | $13,587 | SL | 5.000000000000 | $9,591 | $0 | |
| FURNITURE AND FIXTURES | 2018-07-01 | $13,746 | $1,375 | SL | 5.000000000000 | $2,749 | $0 | |
| ARTWORK | 2018-07-01 | $8,547 | NC | $0 | $0 | 0.000000000000 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAKE THE FIELD INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 LAFAYETTE STREET SUITE 1002 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-01-09 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | IN SUPPORT OF THE CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. | PurposeOfGrantTxt |
| Expended By Grantee | $25,000 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 07/16/19, 06/10/20 | DatesOfReportsByGranteeTxt |
| Verification | 2020-06-10 | VerificationDt |
| Results Of Verification | THE SALARY OF THE FIELD CONSULTANT, $20,826 AND ACCOUNTING FEES OF $4,174 WERE PAID, TOTALING $25,000. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VIII, SECTION 1 | FormAndLineReferenceDesc |
| Medium Explanation | INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUDATION MANAGERS, HIGHLY PAID EMPLOYEES, AND CONTRACTORS.MS. FRANKLIN IS AN EMPLOYEE OF SIMPSON THACHER & BARTLETT LLP WHICH IS COMPENSATED AS LEGAL COUSEL TO THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST SELECT EQUITIES LP | $4,127,106 | $4,127,106 |
| US TRUST SOLARIS FUNDS | $10,148,489 | $10,148,489 |
| SEMPER VIC PARTNERS (QP) LP | $1,754,747 | $1,754,747 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEG PARTNERS OFFSHORE LTD. | FMV | $2,061,810 | $2,061,810 |
| LEEDS EQUITY PARTNERS IV LP | FMV | $2,110 | $2,110 |
| BRUCKMAN, ROSSER, SHERRILL & CO II LP | FMV | $146,301 | $146,301 |
| AG REALTY FUND VIII LP | FMV | $557,725 | $557,725 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (59 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNISHINGS & EQUIPMENT | $27,406 | $27,406 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $10,218 | $10,218 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $16,746 | $16,746 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $1,093 | $1,093 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $11,153 | $11,153 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $5,385 | $5,385 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $9,523 | $9,523 | $0 |
| ARTWORK | $2,000 | $0 | $2,000 |
| ARTWORK | $20,000 | $0 | $20,000 |
| FULLY DEPRECIATED ASSETS TO TIE TO BOOKS | $4,500 | $4,500 | $0 |
| ARTWORK | $7,800 | $0 | $7,800 |
| ARTWORK | $7,298 | $0 | $7,298 |
| ARTWORK | $2,000 | $0 | $2,000 |
| ARTWORK | $4,900 | $0 | $4,900 |
| ARTWORK | $800 | $0 | $800 |
| ARTWORK | $2,300 | $0 | $2,300 |
| ARTWORK | $4,500 | $0 | $4,500 |
| ARTWORK | $1,775 | $0 | $1,775 |
| ARTWORK | $1,500 | $0 | $1,500 |
| ARTWORK | $2,500 | $0 | $2,500 |
| ARTWORK | $4,675 | $0 | $4,675 |
| ARTWORK | $1,353 | $0 | $1,353 |
| ARTWORK | $5,900 | $0 | $5,900 |
| ARTWORK | $1,203 | $0 | $1,203 |
| ARTWORK | $1,204 | $0 | $1,204 |
| ARTWORK | $2,579 | $0 | $2,579 |
| ARTWORK | $1,100 | $0 | $1,100 |
| ARTWORK | $2,960 | $0 | $2,960 |
| ARTWORK | $3,150 | $0 | $3,150 |
| ARTWORK | $1,980 | $0 | $1,980 |
| ARTWORK | $1,992 | $0 | $1,992 |
| ARTWORK | $800 | $0 | $800 |
| ARTWORK | $2,110 | $0 | $2,110 |
| ARTWORK | $1,172 | $0 | $1,172 |
| ARTWORK | $510 | $0 | $510 |
| ARTWORK | $3,960 | $0 | $3,960 |
| ARTWORK | $1,600 | $0 | $1,600 |
| ARTWORK | $950 | $0 | $950 |
| ARTWORK | $2,700 | $0 | $2,700 |
| ARTWORK | $985 | $0 | $985 |
| ARTWORK | $3,500 | $0 | $3,500 |
| ARTWORK | $310 | $0 | $310 |
| ARTWORK | $1,500 | $0 | $1,500 |
| ARTWORK | $2,083 | $0 | $2,083 |
| ARTWORK | $936 | $0 | $936 |
| ARTWORK | $1,300 | $0 | $1,300 |
| ARTWORK | $1,169 | $0 | $1,169 |
| ARTWORK | $2,751 | $0 | $2,751 |
| ARTWORK | $1,080 | $0 | $1,080 |
| ARTWORK | $2,430 | $0 | $2,430 |
| ARTWORK | $5,095 | $0 | $5,095 |
| ARTWORK | $827 | $0 | $827 |
| ARTWORK | $2,200 | $0 | $2,200 |
| ARTWORK | $950 | $0 | $950 |
| ARTWORK | $2,048 | $0 | $2,048 |
| ARTWORK | $1,750 | $0 | $1,750 |
| OFFICE FURNISHINGS & EQUIPMENT | $47,954 | $23,178 | $24,776 |
| FURNITURE AND FIXTURES | $13,746 | $4,124 | $9,622 |
| ARTWORK | $8,547 | $0 | $8,547 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $136,826 | LegalFeesAmt |
| Net Investment Income | $34,207 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $102,620 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $29,654 | $29,654 | $29,654 |
| PREPAID TAXES | $27,296 | $12,963 | $12,963 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED EXCISE TAX | $72,797 |
| BOOK NOT TAX LOSS | $14,537 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $3,455 | $0 | $3,455 |
| NYS CHARITY FILING FEES | $750 | $0 | $750 |
| EXPENSES PAID ON BEHALF OF GRANTEES | $1,290 | $0 | $1,290 |
| REIMBURSABLE CONSULTING EXPENSES | $2,340 | $585 | $1,755 |
| INSURANCE | $9,419 | $4,710 | $4,710 |
| OFFICE OPERATING EXPENSES | $14,055 | $7,028 | $7,028 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AG REALTY FUND VIII LP | $646 | $0 | $646 |
| SEMPER VIC PARTNERS (QP) LP | $681 | $0 | $681 |
| SEG PARTNERS LP | -$11,064 | $0 | -$11,064 |
| AG REALTY FUND VIII LP | -$4,800 | $0 | -$4,800 |
| BOOK NOT TAX LOSS | $14,537 | $0 | $14,537 |
| AG REALTY FUND VIII LP | -$27,678 | -$27,678 | |
| AG REALTY FUND VIII LP | $6,032 | $6,032 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED GAIN | $3,639,818 |
| REPORTING TIMING DIFFERENCE BOOK VERSUS TAX | $30,618 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES AND OTHER PAYABLES | $114,549 | $49,680 |
| DEFERRED FEDERAL EXCISE TAX | $111,285 | $184,082 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $49,213 | $2,400 | $46,813 |
| CUSTODY & REPORTING FEES | $11,401 | $11,401 | $0 |
| INVESTMENT MANAGEMENT | $171,066 | $168,519 | $0 |
| PENSION PLAN FEE | $2,770 | $1,385 | $1,385 |
| PROFESSIONAL FEES | $181 | $91 | $91 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $4,137 | $4,137 | $0 |
| EXCISE TAX ON INVESTMENT INCOME | $14,083 | $0 | $0 |
| OTHER TAX EXPENSE | $645 | $0 | $395 |