LILY AUCHINCLOSS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LILY AUCHINCLOSS FOUNDATION INC (EIN 13-3935995)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349105160
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T20:48:08-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 133935995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LILY AUCHINCLOSS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O FULTON VITTORIA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LILY | BusinessNameControlTxt |
| Phone | 2127379533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER PLAZA 3 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDRA HERZAN | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 2127379533 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL VANDELOO | PreparerPersonNm |
| PTIN | P01458923 | PTIN |
| Phone | 6462135100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.80.131.125 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 20:48:03 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5292996DE396E4183D401E7007C098426BBA36E2 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $62,690,339 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,126,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,126,835 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,942,148 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,588,131 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,942,148 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,068,983 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,068,983 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $124,295 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $124,295 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $95,063 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $95,063 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,825 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $390,786 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $310,151 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $80,635 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $106,651 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,165 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $52,486 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $46,104 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $46,104 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $852 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $852 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,749 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,749 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $853,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $339,316 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $489,009 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,547,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,547,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,400,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $339,316 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,036,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $668,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,729,667 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,276,007 | CashBOYAmt |
| Cash EOY | $3,957,867 | CashEOYAmt |
| Cash EOYFMV | $3,957,867 | CashEOYFMVAmt |
| US Government Obligations BOY | $6,934,948 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,945,677 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,059,366 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $30,816,428 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,260,497 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,345,052 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,270,095 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,323,814 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,467,808 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,260,288 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,640,288 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,852,666 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,280 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $3,280 | LandBOYAmt |
| Land EOY | $3,280 | LandEOYAmt |
| Land EOYFMV | $3,280 | LandEOYFMVAmt |
| Other Assets BOY | $4,300 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,300 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,300 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $45,565,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,135,723 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,690,339 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $45,565,346 | CapitalStockBOYAmt |
| Capital Stock EOY | $45,135,723 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,565,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,135,723 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,565,346 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,135,723 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,565,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $668,658 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $46,234,004 | SubtotalAmt |
| Other Decreases | $1,098,281 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,135,723 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NB *33000 - AVAILABLE UPON REQUEST | P | $2,253,165 | $2,222,563 | $30,602 | $30,602 |
| NB *33000 - AVAILABLE UPON REQUEST | P | $11,225,122 | $8,418,404 | $2,806,718 | $2,806,718 |
| NB *02809 - AVAILABLE UPON REQUEST | P | $74,195 | $5,016 | $69,179 | $69,179 |
| NB *02808 - AVAILABLE UPON REQUEST | P | $30,214 | $30,214 | $30,214 | |
| NB *02808 - AVAILABLE UPON REQUEST | P | $5,435 | $5,435 | $5,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,942,148 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,177,265 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $60,184,675 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052792 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,108,517 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $58,029,840 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053568 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,958,473 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $53,917,714 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054870 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,811,915 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $55,423,519 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050735 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,282,938 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $55,024,175 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041490 | DistributionYr5Rt |
| Total Distribution | 0.253455 | TotalDistributionRt |
| Average Distribution | 0.050691 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $58,729,842 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,977,074 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $37,297 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,014,371 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,036,009 | 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 | $37,297 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,297 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,297 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $96,660 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $121,660 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $84,363 | OverpaymentAmt |
| Applied To ES Tax | $84,363 | 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 | 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 | HTTPS://LILYNYC.ORG/ | WebsiteAddressTxt |
| Individual With Books | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 6462135100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ALEXANDRA HERZAN | |||||||||
| C/O FULTON VITTORIA 1 ROCKEFELLER | PLAZA 3 FL | NEW YORK | NY | 10020 | DIRECTOR, PRES & TREASURER | 0.00 | $0 | $0 | $0 |
| PAUL K HERZAN | |||||||||
| C/O FULTON VITTORIA 1 ROCKEFELLER | PLAZA 3 FL | NEW YORK | NY | 10020 | DIRECTOR, VP & TREASURER | 0.00 | $0 | $0 | $0 |
| LEE AUCHINCLOSS LINK | |||||||||
| C/O FULTON VITTORIA 1 ROCKEFELLER | PLAZA 3 FL | NEW YORK | NY | 10020 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JANET LEVOFF | |||||||||
| C/O FULTON VITTORIA 1 ROCKEFELLER | PLAZA 3 FL | NEW YORK | NY | 10020 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES GARA | |||||||||
| C/O FULTON VITTORIA 1 ROCKEFELLER | PLAZA 3 FL | NEW YORK | NY | 10020 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER BERMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICE FEES | ServiceTypeTxt |
| Compensation | $0 | 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 | $2,371,217 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,939,470 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,313,518 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,624,205 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,624,205 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $894,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,729,842 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,936,492 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,936,492 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,297 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,297 | TotalTaxAmt |
| Distributable Before Adj | $2,899,195 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,899,195 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,899,195 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,036,009 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,036,009 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $37,297 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,998,712 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,899,195 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $90,317 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $297,479 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $274,471 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $249,477 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $911,744 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,036,009 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,899,195 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $136,814 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,048,558 | 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 | $1,048,558 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $90,317 | ExcessFromYear4Amt |
| Excess From Year3 | $297,479 | ExcessFromYear3Amt |
| Excess From Year2 | $274,471 | ExcessFromYear2Amt |
| Excess From Year1 | $249,477 | ExcessFromYear1Amt |
| Excess From Current Year | $136,814 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (149 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVOCATES FOR CHILDREN | ||||||||
| 151 WEST 30TH STREET 5TH FL | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| ALI FORNEY CENTER | ||||||||
| 100 BROADWAY 10TH FLOOR | NY | NY | 10005 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| AMERICAN LITTORAL SOCIETY | ||||||||
| 18 HARTSHORNE DRIVE | HIGHLANDS | NJ | 07732 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| ANIMATION PROJECT | ||||||||
| 291 BROADWAY SUITE 700 | NEW YORK | NY | 10007 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| ART START | ||||||||
| 508 WEST 26TH STREET | NY | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| BARD GRADUATE CENTER | ||||||||
| 18 WEST 86TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| BED STUY CAMPAIGN AGAINST HUNGER | ||||||||
| WEST 26TH STREET 12TH AVE | NY | NY | 10001 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| BILLIE HOLIDAY THEATER FOR SOCIAL JUSTICE | ||||||||
| 1368 FULTON STREET | BROOKLYN | NY | 11216 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| BRANDWORKERS | ||||||||
| 36-11 12TH STREET | LIC | NY | 11106 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| BRIC ARTSMEDIABKLYN | ||||||||
| 540 PRESIDENT STREET | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| BRONX IS BLOOMING | ||||||||
| 1020 GRAND COUNCOURSE 15C | BRONX | NY | 10451 | NONE | PC | GENERAL PURPOSE | $6,000 | |
| BRONX MUSEUM OF THE ARTS | ||||||||
| 1040 GRAND CONCOURSE | BRONX | NY | 10456 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| BRONX RIVER ALLIANCE | ||||||||
| 85 SOUTH OXFORD STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| BRONXWORKS | ||||||||
| 60 EAST TREMONT AVENUE | BRONX | NY | 10452 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| BROOKLYN BRIDGE PARK CONSERVANCY | ||||||||
| 244 CANAL STREET 3F | NY | NY | 10013 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| BUSHWICK STARR | ||||||||
| 207 STARR STREET 2-2 | BROOKLYN | NY | 11237 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| CASA-NYC | ||||||||
| 23-90 29TH STREET | QUEENS | NY | 11105 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| CASITA MARIA | ||||||||
| 170 CENTRAL PARK WEST | NY | NY | 10024 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| CENTER FOR ALTERNATIVE SENTENCING AND EMPLOYMENT SERVICES CASES | ||||||||
| 151 LAWRENCE STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| CENTER FOR FAMILY REPRESENTATION | ||||||||
| 40 WORTH STREET SUITE 605 | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| CENTER FOR TRADITIONAL MUSIC AND DANCE | ||||||||
| 32 BROADWAY SUITE 1314 | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| CENTER FOR URBAN PEDAGOGY | ||||||||
| 232 THIRD STREET D201 | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| CHEKPEDS INC | ||||||||
| 348 WEST 38TH STREET SUITE 12B | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| CHILDREN'S MUSEUM OF THE ARTS | ||||||||
| 103 CHARLTON STREET | NEW YORK | NY | 10014 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| CITIZENS COMMITTEE FOR CHILDREN OF NY | ||||||||
| 14 WALL STREET 4E | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| CITY LIMITS | ||||||||
| 208 WEST 13TH STREET | NY | NY | 10011 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| CITY LORE | ||||||||
| 5030 BROADWAY | NY | NY | 10034 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| CITY PARKS FOUNDATION | ||||||||
| 830 FIFTH AVENUE | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| COLAB THEATER GROUP | ||||||||
| 266 WEST 37TH STREET | NY | NY | 10018 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| COLUMBIA UNIVERSITY GRADUATE SCHOOL OF ARCHITECTURE PLANNING AND PRESERVAT | ||||||||
| 404 AVERY HALL 1172 AMERSTERDAM AVE | NEW YORK | NY | 10027 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| COMMON JUSTICE | ||||||||
| 540 ATLANTIC AVENUE 4TH FLOOR 4TH | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $15,000 | FL |
| COMMUNITY SERVICE SOCIETY | ||||||||
| 633 THIRD AVENUE 10TH FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| COMMUNITY VOICES HEARD | ||||||||
| 115 EAST 106TH STREET 3RD FL | NEW YORK | NY | 10029 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| COOL CULTURE | ||||||||
| 100 PARK AVENUE | NY | NY | 10302 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| CREATIVE CAPITAL | ||||||||
| 28-18 STEINWAY STREET | NY | NY | 11103 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| CUSTOM COLLABORATIVE | ||||||||
| 102 BRADHURST AVENUE | NEW YORK | NY | 10039 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| CYPRESS HILLS LOCAL DEVELOPMENT CORPORATION | ||||||||
| 2576 BROADWAY PMB 213 | NY | NY | 10025 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| DIEU DONNE | ||||||||
| 63 FLUSHING AVENUE UNIT 112 | BROOKLYN | NY | 11205 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| DRAWING CENTER | ||||||||
| 35 WOOSTER STREET | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| DREAMYARD | ||||||||
| ONE METROTECH CENTER NORTH | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| DYCKMAN FARMHOUSE MUSEUM | ||||||||
| 121 AVENUE OF THE AMERICAS | NY | NY | 10013 | NONE | PC | GENERAL PURPOSE | $11,000 | |
| EL MUSEO DEL BARRIO | ||||||||
| 1230 5TH AVE FL 3 | NEW YORK | NY | 10029 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| ELIZABETH STREET GARDEN | ||||||||
| 209 ELIZABETH STREET | NEW YORK | NY | 10012 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| ENCORE COMMUNITY SERVICES | ||||||||
| 239 WEST 49TH STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| ETHICAL CULTURE FIELDSTON SCHOOL | ||||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 10023 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| EXALT YOUTH | ||||||||
| 17 BATTERY PLACE SUITE 307 | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| FOUNTAIN HOUSE | ||||||||
| 45 WADSWORTH AVENUE | NY | NY | 10033 | NONE | PC | GENERAL PURPOSE | $40,000 | |
| FRACTURED ATLAS | ||||||||
| 526 WEST 26TH STREET | NY | NY | 10001 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| FREE ARTS NYC | ||||||||
| 1431 BROADWAY 7TH FL | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| FRIENDS OF ALICE AUSTEN HOUSE | ||||||||
| 2 HYLAN BLVD | STATEN ISLAND | NY | 10305 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| FRIENDS OF GOVERNORS ISLAND | ||||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 6TH AVENUE 6TH FL | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 6TH AVENUE 6TH FL | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| GINA GIBNEY DANCE INC | ||||||||
| 271 MADISON AVENUE SUITE 907 | NY | NY | 10016 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| GOOD OLD LOWER EAST SIDE | ||||||||
| 169 AVENUE B | NEW YORK | NY | 10009 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| GOWANUS CANAL CONSERVANCY | ||||||||
| 520 8TH AVE | NY | NY | 10018 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| GROWNYC | ||||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| GUARDIANS OF FLUSHING BAY | ||||||||
| ONE EAST 53RD STREET | NY | NY | 10022 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| HARLEM CHAMBER PLAYERS INC | ||||||||
| PO BOX 6259 32-01 VERNON BOULEVARD | LIC | NY | 11106 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| HARLEM SCHOOL OF THE ARTS | ||||||||
| 45 WATER STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| HARMONY PROGRAM | ||||||||
| 1700 BROADWAY 39TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| HER JUSTICE | ||||||||
| 2759 WEBSTER AVE | BRONX | NY | 104583708 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| HESTER STREET COLLABORATIVE | ||||||||
| PO BOX 20773 | NY | NY | 10009 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| HOLY APOSTLES SOUP KITCHEN | ||||||||
| 296 9TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| HOPE PROGRAM | ||||||||
| ONE SMITH STREET 4TH FL | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| HOUSING PLUS | ||||||||
| 4 WEST 43RD STREET SECOND FL | NEW YORK | NY | 10036 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| INTERNATIONAL PRINT CENTER NY | ||||||||
| PO BOX 50197 | NY | NY | 10305 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| JACOB RIIS NEIGHBORHOOD SETTLEMENT HOUSE | ||||||||
| 1025 41ST AVENUE | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| LA MAMA EXPERIMENTAL THEATRE CLUB | ||||||||
| 66 EAST 4TH STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| LAUNDROMAT PROJECT | ||||||||
| 127 WEST 127TH STREET SUITE 324 | NEW YORK | NY | 10027 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| LENOX HILL NEIGHBORHOOD HOUSE | ||||||||
| 2 LAFAYETTE STREET | NY | NY | 100071327 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| LESBIAN GAY BISEXUAL AND TRANSGENDER CENTER | ||||||||
| 594 GRAND CONCOURSE | BRONX | NY | 10451 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| LITERACY INC | ||||||||
| 5030 BROADWAY SUITE 641 | NEW YORK | NY | 10034 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| LONG ISLAND COMMUNITY FOUNDATION | ||||||||
| 900 WALT WHITMAN ROAD SUITE 205 | MELVILLE | NY | 11747 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| MAGNOLIA TREE AND EARTH CENTER | ||||||||
| 677 LAFAYETTE AVENUE | BROOKLYN | NY | 11216 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| MARK MORRIS DANCE GROUP | ||||||||
| 647 FULTON STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| MARY MISSCITY AS LIVING LABORATORY | ||||||||
| 349 GREENWICH STREET 5 | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| MEDICARE RIGHTS CENTER | ||||||||
| 11 PARK PLACE | NY | NY | 10007 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| MERCY CENTER | ||||||||
| 30 THIRD AVENUE | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| MHANY MANAGEMENT | ||||||||
| 333 EAST 115TH STREET | NY | NY | 10029 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| MISS HALL'S SCHOOL | ||||||||
| 492 HOLMES ROAD | PITTSFIELD | MA | 12010 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| MIXTECA ORGANIZATION INC | ||||||||
| 245 23RD STREET 2ND FL | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| MORGAN LIBRARY & MUSEUM | ||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 565 COLUMBUS AVENUE | NY | NY | 10024 | NONE | PC | GENERAL PURPOSE | $55,000 | |
| MUSEUM OF THE CITY OF NEW YORK | ||||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL (NRDC) | ||||||||
| 40 WEST 20TH STREET 11TH FL | NEW YORK | NY | 10011 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| NEIGHBORS TOGETHER | ||||||||
| 27 UNION SQUARE WEST | NY | NY | 10003 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| NEW ECONOMY PROJECT | ||||||||
| 121 WEST 27TH STREET SUITE 804 | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| NEW YORK CITY AUDUBON SOCIETY | ||||||||
| 71 WEST 23RD STREET SUITE 1523 | NEW YORK | NY | 10010 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| NEW YORK HARBOR FOUNDATION | ||||||||
| 280 1ST AVE | NY | NY | 10009 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| NEW YORK LANDMARKS CONSERVANCY | ||||||||
| ONE WHITEHALL STREET 21ST FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| NEW YORK WOMEN'S FOUNDATION | ||||||||
| 39 BROADWAY | NY | NY | 10006 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| NEW YORKERS FOR PARKS | ||||||||
| 55 BROAD STREET 23RD FL | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| NORTH STAR FUND | ||||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| NORTHERN MANHATTAN IMPROVEMENT CORP | ||||||||
| 353 HAMILTON STREET | NY | NY | 12210 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| NYC DEBATE LEAGUE | ||||||||
| 25 BROADWAY 13TH FL | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| NYPIRG | ||||||||
| 9 MURRAY STREET | NEW YORK | NY | 10007 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| NYU TANDON SCHOOL OF ENGINEERING | ||||||||
| 6 METROTECH ROOM BO53 CENTER FOR | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $5,000 | K12 STEM EDUCATION |
| ONE STORY | ||||||||
| 232 3RD STREET A108 | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| OPENHOUSENEWYORK | ||||||||
| 1133 BROADWAY SUITE 802 | NEW YORK | NY | 10010 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| ORPHEUS CHAMBER ORCHESTRA | ||||||||
| 490 RIVERSIDE DRIVE 11TH FL | NEW YORK | NY | 10027 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| PART OF THE SOLUTION | ||||||||
| ONE BRONX RIVER PARKWAY | NY | NY | 10462 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| PAWS NY | ||||||||
| 134 WEST 29TH STREET SUITE 803 | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| PEOPLE'S THEATRE PROJECT | ||||||||
| 5030 BROADWAY SUITE 630 | NEW YORK | NY | 10034 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| PLAYWRIGHTS REALM | ||||||||
| 675 WEST 252ND STREET | BRONX | NY | 104712899 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| POLICE ATHLETIC LEAGUE | ||||||||
| 334 FURMAN STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| QUEENS COUNCIL ON THE ARTS | ||||||||
| 28-18 STEINWAY STREET | ASTORIA | NY | 11103 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| READING PARTNERS | ||||||||
| 499 7TH AVENUE 20TH FL NORTH TOWER | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| RECESS ACTIVITIES | ||||||||
| 28 W 27TH ST 3RD FLOOR | NY | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| RED HOOK INITIATIVE | ||||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| REEL WORKS | ||||||||
| 540 PRESIDENT STREET SUITE 2F | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| REGIONAL PLAN ASSOCIATION | ||||||||
| 475 RIVERSIDE DRIVE | NY | NY | 10115 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| REMEMBER THE TRIANGLE FIRE COALITION | ||||||||
| PO BOX 1822 | NEW YORK | NY | 10113 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| RIF ASYLUM SUPPORT | ||||||||
| 3213 37TH STREET | ASTORIA | NY | 11103 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| RIVER PROJECT | ||||||||
| PIER 40 AT WEST ST AND HOUSTON ST | NWE YORK | NY | 10014 | NONE | PC | GENERAL PURPOSE | $15,000 | ROOM 224 |
| RIVERKEEPER | ||||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| RIVERKEEPER | ||||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| RIVERSIDE PARK CONSERVANCY | ||||||||
| 3 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| ROCKAWAY WATERFRONT ALLIANCE | ||||||||
| PO BOX 900645 | FAR ROCKAWAY | NY | 11690 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| ROCKAWAY YOUTH TASK FORCE | ||||||||
| 280 BROADWAY | NY | NY | 10003 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| ROCKING THE BOAT | ||||||||
| 812 EDGEWATER ROAD | BRONX | NY | 10474 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| ROW NEW YORK | ||||||||
| 252 WEST 37TH STREET 4TH FL | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| SAFE HORIZON | ||||||||
| 613 NEW LOTS AVENUE | NY | NY | 11207 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| SAINT PETER'S CHURCH | ||||||||
| 619 LEXINGTON AVENUE | NEW YORK | NY | 10022 | NONE | PC | GENERAL PURPOSE | $40,000 | |
| SNUG HARBOR CULTURAL CENTER & BOTANICAL GARDEN | ||||||||
| PO BOX 20773 | NY | NY | 10009 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| SOCIETY OF THE THIRD STREET MUSIC SCHOOL | ||||||||
| 235 EAST 11TH STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| SOCRATES SCULPTURE PARK | ||||||||
| PO BOX 6259 32-01 VERNON BOULEVARD | LONG ISLAND CITY | NY | 11106 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| ST ANN'S WAREHOUSE | ||||||||
| 45 WATER STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| STATEN ISLAND ARTS | ||||||||
| PO BOX 50197 | STATEN ISLAND | NY | 10305 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| STUDIO IN A SCHOOL | ||||||||
| 410 WEST 59TH STREET | NEW YORK | NY | 10019 | NONE | NY | GENERAL PURPOSE | $5,000 | |
| STUDIO IN A SCHOOL | ||||||||
| 410 WEST 59TH STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| STUDIO MUSEUM IN HARLEM | ||||||||
| 144 WEST 125TH STREET | NEW YORK | NY | 10027 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| THEATRE OF THE OPRESSED NYC | ||||||||
| 758 EIGHT AVENUE SUITE 300 | NEW YORK | NY | 10036 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| TIGER STRIKES ASTEROID | ||||||||
| 179 RIVINGTON STREET SUITE 4A | NY | NY | 10002 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| TREES NY | ||||||||
| 40 WEST 20TH STREET | NY | NY | 10011 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| UNITED NEIGHBORHOOD HOUSES OF NEW YORK | ||||||||
| 45 BROADWAY SUITE 2210 | NEW YORK | NY | 10006 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| URBAN JUSTICE CENTER | ||||||||
| 40 RECTOR STREET 9TH FL | NEW YORK | NY | 10006 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| URBAN WORD NYC | ||||||||
| 5 WEST 19TH STREET FL 3 | NEW YORK | NY | 10011 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| WASHINGTON SQUARE PARK CONSERVANCY | ||||||||
| PO BOX 1624 COOPER STATION | NEW YORK | NY | 10276 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| WATERFRONT ALLIANCE | ||||||||
| 543 UNION STREET | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| WEST HARLEM ENVIRONMENTAL ACTION | ||||||||
| 488 MADISON AVENUE SUITE 1900 | NY | NY | 10022 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| WHEDCO (WOMEN'S HOUSING AND ECONOMIC DVL) | ||||||||
| 50 EAST 168TH STREET | BRONX | NY | 10452 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| WILD BIRD FUND | ||||||||
| 253 36TH STREET | BROOKLYN | NY | 11232 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| WOMEN MAKE MOVIES | ||||||||
| 115 WEST 29TH STREET SUITE 1200 | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| WOMEN'S PRISON ASSOCIATION | ||||||||
| 110 2ND AVENUE | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| YOUTH MINISTRIES FOR PEACE AND JUSTICE | ||||||||
| 113 HESTER STREET | NY | NY | 10002 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| YOUTH REPRESENT | ||||||||
| 1384 STRATFORD AVENUE | BRONX | NY | 10472 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| YWCA OF BROOKLYN | ||||||||
| 1854 AMSTERDAM AVENUE | NY | NY | 10031 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,547,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,126,835 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,942,148 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,068,983 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,068,983 | 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 | ACCOUNTING FEE | CategoryTxt |
| Amt | $23,825 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,825 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NEUBERGER BERMAN *02808 | BondNm |
| EOY Book Value | $2,323,814 | EOYBookValueAmt |
| EOYFMV | $2,467,808 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEUBERGER BERMAN *33000 | $24,648,964 | $40,210,803 |
| INT'L FLAVORS & FRAGRANCES | $404,783 | $1,419,220 |
| NEUBERGER BERMAN *02809 | $4,206,750 | $4,715,029 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,945,677 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,059,366 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEUBERGER BERMAN *33000 | AT COST | $2,260,288 | $2,472,666 |
| NEUBERGER BERMAN *33000 | AT COST | $380,000 | $380,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL SECURITY | Desc |
| BOY Book Value | $4,300 | BOYBookValueAmt |
| EOY Book Value | $4,300 | EOYBookValueAmt |
| EOYFMV | $4,300 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES / PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,098,281 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MESSENGER AND POSTAGE | $155 | $0 | $155 |
| COMPUTER SERVICES/CABLE | $2,655 | $0 | $2,655 |
| INSURANCE | $16,337 | $0 | $16,337 |
| BANK CHARGES | $10 | $0 | $10 |
| OFFICE SUPPLIES / EQUIPMENT | $2,715 | $0 | $2,715 |
| UTILITIES | $1,249 | $0 | $1,249 |
| EDUCATION | $4,246 | $0 | $4,246 |
| ADVERTISING | $705 | $0 | $705 |
| MISCELLANEOUS | $7,656 | $0 | $7,656 |
| PAYROLL PROCESSING FEES | $1,475 | $0 | $1,475 |
| MEMBERSHIP AND SUBSCRIPTIONS | $28,546 | $0 | $28,546 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT SERVICES FEES NB *33000 | $332,288 | $282,445 | $49,843 |
| INVESTMENT SERVICES FEES NB *02809 | $6,135 | $5,215 | $920 |
| INVESTMENT SERVICES FEES NB *02808 | $26,460 | $22,491 | $3,969 |
| PROFESSIONAL FEES | $25,903 | $0 | $25,903 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID - NB 33000 | $29,165 | $29,165 | $0 |
| 2018 FEDERAL EXTENSION PAYMENT | $25,000 | $0 | $0 |
| PAYROLL TAXES | $52,486 | $0 | $52,486 |