OVERBROOK FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OVERBROOK FOUNDATION (EIN 13-6088860)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349101004
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2020-11-13T07:21:03-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 East 42nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | 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 | 136088860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OVERBROOK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OVER | BusinessNameControlTxt |
| Phone | 2126039996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET No 565 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN FOSTER | PersonNm |
| Person Title | PRES./CEO | PersonTitleTxt |
| Phone | 2126039996 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 160.79.169.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 16:07:13 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E136641E2205A348FCE59625EE93E743A53ABCDB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E136641E2205A348FCE59625EE93E743A53ABCDB | 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 | $170,340,103 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,870,001 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,874,123 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,664,183 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,141,151 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,634,196 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$746,737 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$373,355 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,787,447 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,134,964 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $687,508 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $250,635 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $435,343 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $609,826 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $609,826 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $338,518 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $40,140 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $298,357 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,573 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,514 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,059 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,756,048 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,712,039 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $44,009 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $83,307 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $83,307 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69,609 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,268 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $82,011 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $237,389 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $23,739 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $213,839 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $45,946 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $45,946 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70,881 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $68,279 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,038,616 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,175,892 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,731,908 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,713,209 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,533,209 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,751,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,175,892 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,265,117 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,964,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,959,072 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,377,854 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,319,232 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,319,232 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $144,036 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $326,804 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $326,804 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $91,368,887 | CorporateStockBOYAmt |
| Corporate Stock EOY | $106,910,211 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $106,910,211 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $44,558,512 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,286,552 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,286,552 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $889,898 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $558,030 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $388,893 | LandBOYAmt |
| Land EOY | $331,868 | LandEOYAmt |
| Land EOYFMV | $331,868 | LandEOYFMVAmt |
| Other Assets BOY | $1,042,236 | OtherAssetsBOYAmt |
| Other Assets EOY | $165,436 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $165,436 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $147,880,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $170,340,103 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $170,340,103 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $280,138 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $285,355 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,945,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,135,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $157,299 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $555,918 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,382,437 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,976,273 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $144,497,981 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $167,363,830 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $144,497,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $167,363,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $147,880,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $170,340,103 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $144,497,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,964,378 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,830,227 | OtherIncreasesAmt |
| Subtotal | $167,363,830 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $167,363,830 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $26,250,483 | $22,075,314 | $4,175,169 | $4,175,169 |
| PASS THROUGH FROM HEDGE FUNDS | P | $735,756 | $735,756 | $735,756 | |
| PASS THROUGH FROM VENTURE CAPITAL | P | $2,237 | $2,237 | $2,237 | |
| PASS THROUGH FROM REAL ESTATE PARTNERSHIPS | P | $30,524 | -$30,524 | -$30,524 | |
| PASS THROUGH FROM PRIVATE EQUITY | P | $370,646 | -$370,646 | -$370,646 | |
| PASS THROUGH FROM MLP'S | P | $104 | -$104 | -$104 | |
| GAIN ON DISPOSITION OF MLP | P | $65,073 | $65,073 | $65,073 | |
| CURRENCY LOSS | P | $380 | -$380 | -$380 | |
| LESS: SUBJECT TO UBIT | P | $29,987 | -$29,987 | -$29,987 | |
| Capital Gains Dividends | P | $87,602 | $87,602 | $87,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,634,196 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,232,572 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $166,763,276 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055363 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,422,379 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $164,951,428 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057122 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,804,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $148,461,768 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052567 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,563,584 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $162,761,022 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052614 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,972,378 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $179,422,974 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044433 | DistributionYr5Rt |
| Total Distribution | 0.262099 | TotalDistributionRt |
| Average Distribution | 0.052420 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $157,582,171 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,260,457 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39,591 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,300,048 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,328,866 | 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 | $39,591 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,591 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,591 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $230,238 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $230,238 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $190,647 | OverpaymentAmt |
| Applied To ES Tax | $190,647 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OVERBROOK.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126039996 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET No 565 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | 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 | Yes (1) | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|---|
| HELEN LANG | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR AS OF 11/7 | 1.00 | $0 | $0 | $0 |
| ARTHUR ALTSCHUL JR | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | CHAIR TO 11/7; V-CHAIR/TRES FROM 11/7 | 5.00 | $0 | $0 | $0 |
| EMILY ALTSCHUL-MILLER | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN ALTSCHUL | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLYN COLE | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| COOPER COX | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOYCE FENSTERSTOCK | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JULIE GRAHAM | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR; V-CHAIR/SECY 11/7 | 1.00 | $0 | $0 | $0 |
| KATHYRN C GRAHAM | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHYRN G GRAHAM | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | V CHAIR/TRES TO 11/7; DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT GRAHAM JR | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR EMERITUS | 1.00 | $0 | $0 | $0 |
| AARON LABAREE | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT LABAREE | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DINORAH MATIAS-MELENDEZ | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR TO 11/7 | 1.00 | $0 | $0 | $0 |
| ISAIAH OROZCO | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | V CHAIR/SECY TO 11/7; CHAIR 11/7 | 1.00 | $0 | $0 | $0 |
| STEPHEN FOSTER | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | PRESIDENT & CEO | 40.00 | $384,367 | $59,521 | $0 |
| MARY J GRECCO | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | CFO & ASST SECRETARY | 40.00 | $303,141 | $48,839 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL KATZ | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | VICE PRESIDENT | 40.00 | $303,141 | $69,037 | $0 |
| NIKOLE LAVELLE | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | GRANTS MANAGER | 40.00 | $92,215 | $35,077 | $0 |
| JESSICA MOWLES | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | PROGRAM OFFICER | 40.00 | $67,865 | $23,280 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OVERBROOK MANAGEMENT CORPORATION | |||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | INVESTMENT MANAGEMENT | $1,103,859 |
| GREENHAVEN ASSOCIATES INC | |||||
| 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | INVESTMENT MANAGEMENT | $290,818 |
| DSM CAPITAL PARTNERS | |||||
| 7111 FAIRWAY DRIVE | PALM BEACH GARDENS | FL | 33418 | INVESTMENT MANAGEMENT | $160,173 |
| NEPC LLC | |||||
| 255 STATE STREET | BOSTON | MA | 02109 | INVESTMENT CONSULTING | $100,000 |
| 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 | $143,796,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,581,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $603,836 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $159,981,899 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $159,981,899 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,399,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $157,582,171 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,879,109 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,879,109 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,591 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,591 | TotalTaxAmt |
| Distributable Before Adj | $7,839,518 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,849,518 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,849,518 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,265,117 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $63,749 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $9,328,866 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $39,591 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,289,275 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,849,518 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $478,742 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $381,112 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,496,164 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,270,258 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,626,276 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,328,866 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,849,518 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,479,348 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,105,624 | 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 | $5,105,624 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $478,742 | ExcessFromYear4Amt |
| Excess From Year3 | $381,112 | ExcessFromYear3Amt |
| Excess From Year2 | $1,496,164 | ExcessFromYear2Amt |
| Excess From Year1 | $1,270,258 | ExcessFromYear1Amt |
| Excess From Current Year | $1,479,348 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (238 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 350org | ||||||||||||
| 20 Jay Street Suite 732 | Brooklyn | NY | 11201 | PC | General Operating Support | $40,000 | ||||||
| Abingdon Square Conservancy | ||||||||||||
| 302A W 12th St 113 | New York | NY | 10014 | PC | General Operating Support | $1,000 | ||||||
| Access Reproductive Care- Southeast | ||||||||||||
| PO Box 7354 | Atlanta | GA | 30357 | PC | General Operating Support | $500 | ||||||
| Alaska Wilderness League | ||||||||||||
| 122 C St NW Suite 240 | Washington | DC | 20001 | PC | General Operating Support | $735 | ||||||
| Ali Forney Center | ||||||||||||
| 224 West 35th Street 15th Floor | New York | NY | 10001 | PC | General Operating Support | $500 | ||||||
| ALIGN | ||||||||||||
| 50 Broadway 29th Floor | New York | NY | 10004 | PC | Transform Don't Trash | $30,000 | ||||||
| Alliance for Climate Education (ACE) | ||||||||||||
| 4676 Broadway Street Suite A | Boulder | CO | 80304 | PC | General Operating Support | $50,000 | ||||||
| Amazon Conservation Team | ||||||||||||
| 4211 N Fairfax Drive | Arlington | VA | 22203 | PC | General Operating Support | $31,001 | ||||||
| Amazon Watch | ||||||||||||
| 520 3rd Street Suite 108 | Oakland | CA | 94607 | PC | Amazon Sacred Headwaters Initiative | $50,000 | ||||||
| American Civil Liberties Union Foundation | ||||||||||||
| 125 Broad Street 18th floor | New York | NY | 10004 | PC | General Operating Support | $10,000 | ||||||
| American Foundation for Suicide Prevention | ||||||||||||
| 199 Water Street 11th Floor | New York | NY | 10038 | PC | AFSP's Loss and Healing Programs | $2,769 | ||||||
| American Friends of the National Portrait Gallery London | ||||||||||||
| 275 Madison Ave 6th Floor | New York | NY | 10016 | PC | General Operating Support | $3,177 | ||||||
| American Jewish World Service (AJWS) | ||||||||||||
| 45 West 36th Street | New York | NY | 10018 | PC | Promoting Human Rights for Marginalized people in Mesoamerica, with a Special Focus on Human Rights Defenders | $75,000 | ||||||
| Ancramdale Neighbors Helping Neighbors Association Inc | ||||||||||||
| PO Box 97 | Ancramdale | NY | 12503 | PC | General Operating Support | $1,000 | ||||||
| Antarctic and Southern Ocean Coalition | ||||||||||||
| 1320 19th Street NW 5th Floor | Washington | DC | 20036 | PC | General Operating Support | $7,500 | ||||||
| Artadia | ||||||||||||
| 45 Main Street Suite 515 | Brooklyn | NY | 11201 | PC | General Operating Support | $500 | ||||||
| ARTICLE 19 Office for Mexico and Central America | ||||||||||||
| 1000 N West St 1200 | Wilmington | DE | 19801 | PC | Journalists' Self-Protection Hub | $30,000 | ||||||
| As You Sow Foundation | ||||||||||||
| 1611 Telegraph Ave Suite 1450 | Oakland | CA | 94612 | PC | Ocean Plastics, Consumer Packaging, and E-Waste | $50,000 | ||||||
| Asociacion de Comunidades Forestales de Peten - ACOFOP | ||||||||||||
| NC | Mayan Biosphere Reserve, Guatemala | $40,000 | Tercera avenida cuarta calle zona 2 | Santa Elena | GT | 17029 | ||||||
| Ballet Hispanico | ||||||||||||
| 167 West 89th Street | New York | NY | 10024 | PC | General Operating Support | $500 | ||||||
| Barnard Center for Research on Women (BCRW) | ||||||||||||
| 40 Claremont Avenue Milstein Center | New York | NY | 10027 | PC | Interrupting Criminalization: Research in Action | $25,000 | 6th Floor | |||||
| Behind the Book | ||||||||||||
| 216 W 135th St Ground Floor | New York | NY | 10030 | PC | General Operating Support | $500 | ||||||
| Berkshire Hills Eisenberg Camp | ||||||||||||
| 49 West 38th Street | New York | NY | 10018 | PC | General Operating Support | $500 | ||||||
| Biodiversity Funders Group | ||||||||||||
| PO Box 29361 | San Francisco | CA | 94129 | PC | 2019 Membership | $5,000 | ||||||
| Biodiversity Funders Group | ||||||||||||
| PO Box 29361 | San Francisco | CA | 94129 | PC | Environmental Defenders Collaborative | $85,000 | ||||||
| Borealis Philanthropy | ||||||||||||
| PO Box 3285 | Minneapolis | MN | 55403 | PC | Transforming Movements Fund | $100,000 | ||||||
| Borealis Philanthropy | ||||||||||||
| PO Box 3285 | Minneapolis | MN | 55403 | PC | State Funders Workgroup Trans Communications | $6,000 | ||||||
| Borealis Philanthropy | ||||||||||||
| PO Box 3285 | Minneapolis | MN | 55403 | PC | Black-Led Movement Fund | $75,000 | ||||||
| Brennan Center for Justice | ||||||||||||
| 120 Broadway Suite 1750 | New York | NY | 10271 | PC | Money in Politics Project | $100,000 | ||||||
| Brick Presbyterian Church | ||||||||||||
| 62 East 92nd Street | New York | NY | 10128 | PC | 2019 Stewardship Campaign | $1,000 | ||||||
| Campaign for the Fair Sentencing of Youth | ||||||||||||
| 1319 F Street NW Suite 303 | Washington | DC | 20004 | PC | General Operating Support | $1,000 | ||||||
| Candid | ||||||||||||
| 32 Old Slip 24th Floor | New York | NY | 10005 | PC | Membership 2019 | $5,000 | ||||||
| Careers Support Solutions | ||||||||||||
| 400 Columbus Avenue Suite 123 South | Valhalla | NY | 10595 | PC | General Operating Support | $3,000 | ||||||
| Catskill Mountainkeeper Inc | ||||||||||||
| PO Box 1000 | Livingston Manor | NY | 12758 | PC | Extreme Energy Extraction Collaborative | $25,000 | ||||||
| Center for Constitutional Rights | ||||||||||||
| 666 Broadway 7th Floor | New York | NY | 10012 | PC | General Operating Support | $500 | ||||||
| Center for Justice and International Law | ||||||||||||
| 1630 Connecticut Avenue NW Suite | Washington | DC | 20009 | PC | General Operating Support | $40,000 | 401 | |||||
| Chelsea Day School | ||||||||||||
| 319 Fifth Ave 2nd Floor | New York | NY | 10016 | PC | General Operating Support | $5,000 | ||||||
| Churchill School and Center | ||||||||||||
| 301 East 29th Street | New York | NY | 10016 | PC | General Operating Support | $15,000 | ||||||
| City Lore Inc | ||||||||||||
| 56 East First Street | New York | NY | 10003 | PC | Support of Ric Burns' documentary project on Oliver Sacks | $20,000 | ||||||
| Classic Stage Company | ||||||||||||
| 136 East 13th St | New York | NY | 10003 | PC | General Operating Support | $500 | ||||||
| Clean Water Fund | ||||||||||||
| 350 Frank H Ogawa Plaza Suite 200 | Oakland | CA | 94612 | PC | Rethink Disposable: Stop Waste Before it Starts | $25,000 | ||||||
| Climate Justice Alliance | ||||||||||||
| 436 14th Street 5th Floor | Oakland | CA | 94612 | PC | Assistance with the Anthology on the Environmental Movement | $1,000 | ||||||
| Climate Justice Alliance | ||||||||||||
| 436 14th Street 5th Floor | Oakland | CA | 94612 | PC | General Operating Support | $80,000 | ||||||
| COLOR | ||||||||||||
| PO Box 40991 | Denver | CO | 80204 | PC | General Operating Support | $25,000 | ||||||
| Columbia University Dept of Psychiatry | ||||||||||||
| 516 West 168th 3rd Floor | New York | NY | 10032 | PC | Gray Matters | $500 | ||||||
| Coming Clean Inc | ||||||||||||
| 28 Vernon St Suite 434 | Brattleboro | VT | 05301 | PC | The Campaign for Healthier Solutions from Dollar Store Chains | $60,000 | ||||||
| Committee to Protect Journalists | ||||||||||||
| 509 West 38th Street 5th floor | New York | NY | 10018 | PC | Supporting Press Freedom in the Americas | $25,000 | ||||||
| Community Foundation of North Central Florida | ||||||||||||
| 3919 W Newberry Road Suite 3 | Gainesville | FL | 32607 | PC | Charles Gillum Memorial Fund | $200 | ||||||
| Community Funds Inc | ||||||||||||
| 909 Third Avenue | New York | NY | 10022 | PC | Overbrook Donor Advised Funds | $1,175,384 | ||||||
| Confluence Philanthropy | ||||||||||||
| 436 14th Street Suite 900 | Oakland | CA | 94612 | PC | Associate Investor Membership 12.1.19 - 11.30.20 | $1,500 | ||||||
| Coral Reef Alliance | ||||||||||||
| 1330 Broadway Suite 600 | Oakland | CA | 94612 | PC | Work in Honduras excluding water treatment project | $25,000 | ||||||
| Daughters Beyond Incarceration | ||||||||||||
| 7830 Allison Rd | New Orleans | LA | 70126 | PC | General Operating Support | $1,000 | ||||||
| Deep Sea Conservation Coalition | ||||||||||||
| 4010 Stone Way North Suite 210 | Seattle | WA | 98103 | PC | Deep Sea Mining Work | $50,000 | ||||||
| Democracy Initiative Education Fund | ||||||||||||
| 805 15th Street NW Suite 800 | Washington | DC | 20005 | PC | General Operating Support | $50,000 | ||||||
| Democracy Now | ||||||||||||
| 207 W 25th St Floor 11 | New York | NY | 10001 | PC | General Operating Support | $500 | ||||||
| Demos A Network for Ideas & Action | ||||||||||||
| 80 Broad Street 4th Floor | New York | NY | 10004 | PC | General Operating Support | $1,000 | ||||||
| Demos A Network for Ideas & Action | ||||||||||||
| 80 Broad Street 4th Floor | New York | NY | 10004 | PC | Inclusive Democracy Project | $100,000 | ||||||
| EARTHWORKS | ||||||||||||
| 1612 K Street NW Ste 904 | Washington | DC | 20006 | PC | Protecting Ecosystems and Communities from Dirty Mining | $35,000 | ||||||
| Environmental Defender Law Center | ||||||||||||
| 407 W Koch St | Bozeman | MT | 59715 | PC | General Operating Support | $80,000 | ||||||
| Environmental Grantmakers Association | ||||||||||||
| 475 Riverside Drive Suite 960 | New York | NY | 10115 | PC | 2019 Environmental Fellows Program | $21,000 | ||||||
| Environmental Grantmakers Association | ||||||||||||
| 475 Riverside Drive Suite 960 | New York | NY | 10115 | PC | 2019 Membership | $9,407 | ||||||
| Environmental Investigation Agency | ||||||||||||
| PO Box 53343 | Washington | DC | 20009 | PC | General Operating Support | $55,000 | ||||||
| Environmental Protection Network | ||||||||||||
| PO Box 42022 | Washington | DC | 20015 | PC | General Operating Support | $51,000 | ||||||
| Face-to-Face AIDS Project | ||||||||||||
| 75 Livingston St Apt 30A | Brooklyn | NY | 11201 | PC | General Operating Support | $500 | ||||||
| Fairbanks Climate Action Coalition | ||||||||||||
| PO Box 83467 | Fairbanks | AK | 99708 | PC | General Operating Support | $25,000 | ||||||
| Feminists Women's Health Center | ||||||||||||
| 1924 Cliff Valley Way NE | Atlanta | GA | 30329 | PC | General Operating Support | $500 | ||||||
| Florida Immigrant Coalition INC | ||||||||||||
| 2800 Biscayne Blvd Suite 200 | Miami | FL | 33137 | PC | General Operating Support | $40,000 | ||||||
| Florida Rights Restoration Coalition Education Fund | ||||||||||||
| 4081 LB McLeod Road Suite C | Orlando | FL | 32811 | PC | General Operating Support | $50,000 | ||||||
| Food System 6 Accelerator | ||||||||||||
| 541 Jefferson Ave Suite 100 | Redwood City | CA | 94063 | PC | General Operating Support | $25,000 | ||||||
| Food Tank | ||||||||||||
| 1915 Bank Street | Baltimore | MD | 21231 | PC | General Operating Support | $30,000 | ||||||
| Forward Together | ||||||||||||
| 300 Frank Ogawa Plaza Suite 700 | Oakland | CA | 94612 | PC | General Operating Support | $55,000 | ||||||
| Foundation for Sustainability & Peacemaking in Mesoamerica | ||||||||||||
| 1411 Lisa Rae Dr | Round Rock | TX | 78665 | PC | General Operating Support | $1,000 | ||||||
| Freedom for All Americans Education Fund | ||||||||||||
| 1629 K St NW No 300 | Washington | DC | 20006 | PC | General Operating Support | $25,000 | ||||||
| Freedom to Thrive | ||||||||||||
| PO Box 33167 | Portland | OR | 97292 | PC | Freedom Campus Convening | $20,000 | ||||||
| Front Line USA Foundation | ||||||||||||
| 275 Madison Avenue Sixth Floor | New York | NY | 10016 | PC | General Operating Support | $500 | ||||||
| Front Line USA Foundation | ||||||||||||
| 275 Madison Avenue Sixth Floor | New York | NY | 10016 | PC | Protection Support for Human Rights Defenders in Latin America | $50,000 | ||||||
| Fund for Global Human Rights | ||||||||||||
| 1301 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | Collective Protection for Human Rights Defenders and Environmental Activists in Honduras | $50,000 | 400 | |||||
| Funders for LGBTQ Issues | ||||||||||||
| 45 West 36th Street 8th Floor | New York | NY | 10018 | PC | 2019 Annual Membership | $1,000 | ||||||
| Funders for LGBTQ Issues | ||||||||||||
| 45 West 36th Street 8th Floor | New York | NY | 10018 | PC | State Funders Working Group | $5,000 | ||||||
| Funders for Reproductive Equity | ||||||||||||
| PO Box 750 | Rockville | MD | 20848 | PC | Rockwood Fellowship for Leaders in Reproductive Health, Rights and Justice | $25,000 | ||||||
| Funders for Reproductive Equity | ||||||||||||
| PO Box 750 | Rockville | MD | 20848 | PC | General Operating Support | $5,000 | ||||||
| Funders for Reproductive Equity | ||||||||||||
| PO Box 750 | Rockville | MD | 20848 | PC | 2019 Membership (1.1.19- 12.31.19) | $2,750 | ||||||
| Gay Men's Health Crisis Inc | ||||||||||||
| 307 West 38th Street | New York | NY | 10018 | PC | General Operating Support | $1,650 | ||||||
| Georgetown University | ||||||||||||
| 3700 O Street NW | Washington | DC | 20057 | PC | Lesson Sharing Project/Center for Law & Social Change | $25,000 | ||||||
| Georgia Shift | ||||||||||||
| PO Box 14701 | Augusta | GA | 30919 | PC | General Operating Support | $25,000 | ||||||
| Girls Incorporated of New York City | ||||||||||||
| 120 Wall Street Suite 1800 | New York | NY | 10005 | PC | General Operating Support | $7,000 | ||||||
| GLBTQ Legal Advocates & Defenders Inc | ||||||||||||
| 18 Tremont Suite 950 | Boston | MA | 02108 | PC | General Operating Support | $500 | ||||||
| Global Alliance for Incinerator Alternatives - GAIA | ||||||||||||
| 1958 University Avenue | Berkeley | CA | 94704 | PC | GAIA U.S.-Canada Program | $50,000 | ||||||
| God's Love We Deliver Inc | ||||||||||||
| 166 Avenue of the Americas | New York | NY | 10013 | PC | General Operating Support | $500 | ||||||
| Grassroots Global Justice Alliance | ||||||||||||
| PO Box 610663 | North Miami | FL | 33261 | PC | General Operating Support | $50,000 | ||||||
| Greenpeace Fund Inc | ||||||||||||
| 702 H Street NW Suite 300 | Washington | DC | 20001 | PC | Oceans Plastic Campaign | $20,000 | ||||||
| Grist Magazine Inc | ||||||||||||
| 1201 Western Ave Suite 410 | Seattle | WA | 98101 | PC | General Operating Support | $50,000 | ||||||
| Groundswell Fund | ||||||||||||
| 548 Market St Suite 49734 | San Francisco | CA | 94104 | PC | General Operating Support | $75,000 | ||||||
| Harlem Grown | ||||||||||||
| PO Box 895 | New York | NY | 10037 | PC | General Operating Support | $500 | ||||||
| Harvard University | ||||||||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | PC | General Operating Support | $5,000 | ||||||
| Health Care Without Harm | ||||||||||||
| 12355 Sunrise Valley Drive Suite | Reston | VA | 20191 | PC | Recipe for a Healthy Planet | $50,000 | 680 | |||||
| Hetrick-Martin Institute | ||||||||||||
| 2 Astor Place | New York | NY | 10003 | PC | Equipment Donation | $8,014 | ||||||
| Hetrick-Martin Institute Inc | ||||||||||||
| 2 Astor Place | New York | NY | 10003 | PC | General Operating Support | $500 | ||||||
| Highlander Research & Education Center Inc | ||||||||||||
| 1959 Highlander Way | New Market | TN | 37820 | PC | General Operating Support | $50,000 | ||||||
| Horn of Africa Education Fund | ||||||||||||
| 446 Main St Suite 8 | Worcester | MA | 01608 | PC | Abaarso School of Science and Technology | $1,250 | ||||||
| Humane Society of the United States | ||||||||||||
| 1255 23rd Street NW Suite 450 | Washington | DC | 20037 | PC | General Operating Support | $5,000 | ||||||
| Immigrant Families Together | ||||||||||||
| 3756 W Ave 40 Suite K 507 | Los Angeles | CA | 90065 | PC | General Operating Support | $9,535 | ||||||
| Immigration Equality | ||||||||||||
| 40 Exchange Place NO 1300 | New York | NY | 10005 | PC | General Operating Support | $30,000 | ||||||
| In Our Backyards (iobyorg) | ||||||||||||
| 540 President Street | Brooklyn | NY | 11215 | PC | General Operating Support | $50,000 | ||||||
| Indian Law Resource Center | ||||||||||||
| 602 N Ewing Street | Helena | MT | 59601 | PC | Protecting Maya Q'eqchi' Land and Resource Rights | $35,000 | ||||||
| Innocence Project Inc | ||||||||||||
| 40 Worth St Suite 701 | New York | NY | 10013 | PC | General Operating Support | $40,000 | ||||||
| International Community Foundation | ||||||||||||
| 2505 N Avenue | National City | CA | 91950 | PC | Grupo Ecologico Sierra Gorda, I.A.P | $26,750 | ||||||
| Ironbound Community Corporation | ||||||||||||
| 317 Elm St | Newark | NJ | 07105 | PC | Environmental Justice Program | $35,000 | ||||||
| Just Associates Inc | ||||||||||||
| 2040 S Street NW | Washington | DC | 20009 | PC | Enhancing womens leadership in grassroots organizations of Honduras | $25,000 | ||||||
| Just Transition Alliance | ||||||||||||
| 2615 Camino del Rio South Suite 400 | San Diego | CA | 92108 | PC | General Operating Support | $30,000 | ||||||
| JustFund | ||||||||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | PC | General Operating Support | $50,000 | ||||||
| Kids in Need of Defense | ||||||||||||
| 1201 L Street NW Floor 2 | Washington | DC | 20005 | PC | General Operating Support | $7,000 | ||||||
| Lambda Legal Defense & Education Fund | ||||||||||||
| 120 Wall Street | New York | NY | 10005 | PC | General Operating Support | $1,000 | ||||||
| Lambda Legal Defense & Education Fund | ||||||||||||
| 120 Wall Street | New York | NY | 10005 | PC | Law & Policy Project | $60,000 | ||||||
| Leaders Igniting Transformation | ||||||||||||
| 2201 N Dr Martin Luther King Jr Dr | Milwaukee | WI | 53212 | PC | General Operating Support | $25,000 | ||||||
| Legacy Philanthropy Works | ||||||||||||
| 521 Santa Barbara Street | Santa Barbara | CA | 93101 | PC | Cabo Pulmo - East Cape Collaborative Conservation Project | $40,000 | ||||||
| Legal Services for Prisoners with Children | ||||||||||||
| 4400 Market Street | Oakland | CA | 94608 | PC | General Operating Support | $25,000 | ||||||
| Lifetime Arts | ||||||||||||
| 271 North Ave Suite 901 | New Rochelle | NY | 10801 | PC | General Operating Support | $500 | ||||||
| Lonely Whale | ||||||||||||
| 23532 Calabasas Road Suite A | Calabasas | CA | 91302 | PC | General Operating Support | $14,500 | ||||||
| Manomet Inc | ||||||||||||
| PO Box 1770 | Manomet | MA | 02345 | PC | General Operating Support | $5,000 | ||||||
| Marlboro School of Music Inc | ||||||||||||
| 1528 Walnut Street Suite 301 | Philadelphia | PA | 19102 | PC | General Operating Support | $2,500 | ||||||
| Martha's Vineyard Museum | ||||||||||||
| 59 School St | Edgartown | MA | 02539 | PC | General Operating Support | $1,050 | ||||||
| Massachusetts Immigrant and Refugee Advocacy Coalition | ||||||||||||
| 105 Chauncy Street Suite 901 | Boston | MA | 02111 | PC | General Operating Support | $7,000 | ||||||
| Memorial Sloan-Kettering Cancer Center | ||||||||||||
| 1275 York Ave | New York | NY | 10065 | PC | General Operating Support | $5,000 | ||||||
| Meso-American Reef Fund | ||||||||||||
| NC | General Operating Support | $10,000 | 22 Avenida 0-59 Zona 15 Vista | Guatemala | GT | 01015 | Hermosa II | |||||
| Mesoamerican Initiative of WHRDs (IM-Defensoras) | ||||||||||||
| NC | Feminist Holistic Protection for Women Human Rights Defenders in Mesoamerica | $25,000 | 123 Slater Street Suite 600 | Ottawa | CA | K1P 5H2 | ||||||
| Midwest Environmental Justice Network | ||||||||||||
| 1201 Connecticut Ave NW 300 | Washington | DC | 20036 | PC | General Operating Support | $20,000 | ||||||
| Mongabay Org Corp | ||||||||||||
| 37 WSummit Dr | Emerald Hills | CA | 94062 | PC | Mongabay Latam | $75,000 | ||||||
| Mongabay Org Corp | ||||||||||||
| 37 WSummit Dr | Emerald Hills | CA | 94062 | PC | Advancing Transforming Conservation | $50,000 | ||||||
| Mothering Justice | ||||||||||||
| 777 Livernois Ave | Ferndale | MI | 48220 | PC | General Operating Support | $30,000 | ||||||
| MOVE Texas Civic Fund | ||||||||||||
| 1023 N Pine St | San Antonio | TX | 78202 | PC | General Operating Support | $25,000 | ||||||
| Nantucket Island Safe Harbor for Animals | ||||||||||||
| PO Box 2844 | Nantucket | MA | 02584 | PC | General Operating Support | $1,000 | ||||||
| Nantucket Island Safe Harbor for Animals | ||||||||||||
| PO Box 2844 | Nantucket | MA | 02584 | PC | Lucky Whiskers & Wags and SPA Programs | $5,000 | ||||||
| National Advocates for Pregnant Women | ||||||||||||
| 875 6th Avenue Suite 1807 | New York | NY | 10001 | PC | General Operating Support | $60,000 | ||||||
| National Asian Pacific American Women's Forum (NAPAWF) | ||||||||||||
| 1730 Rhode Island Ave NW Suite 210 | Washington | DC | 20036 | PC | General Operating Support | $40,000 | ||||||
| National Center for Family Philanthropy | ||||||||||||
| 1667 K St NW 550 | Washington | DC | 20006 | PC | 2020 Membership 12/1/19 - 11/30/20 | $2,400 | ||||||
| National Economic & Social Rights Initiative | ||||||||||||
| 90 John Street Suite 501 | New York | NY | 10038 | PC | General Operating Support | $100,000 | ||||||
| National Latina Institute for Reproductive Health | ||||||||||||
| 50 Broad Street Suite 1937 | New York | NY | 10004 | PC | General Operating Support | $30,000 | ||||||
| National Network of Abortion Funds | ||||||||||||
| PO Box 170280 | Boston | MA | 02117 | PC | General Operating Support | $75,000 | ||||||
| National Religious Campaign Against Torture | ||||||||||||
| 110 Maryland Ave NE Suite 502 | Washington | DC | 20002 | PC | Support the Campaign to #HALTsolitary in New York | $500 | ||||||
| Native Movement | ||||||||||||
| PO Box 83467 | Fairbanks | AK | 99708 | PC | General Operating Support | $25,000 | ||||||
| Natural Resources Defense Council | ||||||||||||
| 40 West 20th Street | New York | NY | 10011 | PC | Environmental Justice, Climate Change and Solid Waste | $50,000 | ||||||
| NEO Philanthropy | ||||||||||||
| 45 West 36th Street 6th Floor | New York | NY | 10018 | PC | Four Freedoms Fund LGBTQ Border Initiative | $50,000 | ||||||
| New Economy Coalition Inc | ||||||||||||
| 130 Bishop Allen Dr Suite 200 | Cambridge | MA | 02139 | PC | General Operating Support | $5,000 | ||||||
| New Florida Majority Education Fund Inc | ||||||||||||
| 10800 Biscayne Blvd | Miami | FL | 33161 | PC | Statewide Alignment Group (SWAG) | $50,000 | ||||||
| New Florida Majority Education Fund Inc | ||||||||||||
| 10800 Biscayne Blvd | Miami | FL | 33161 | PC | General Operating Support | $50,000 | ||||||
| New Georgia Project | ||||||||||||
| 165 Courtland St Suite A-231 | Atlanta | GA | 30303 | PC | General Operating Support | $30,000 | ||||||
| New Sanctuary Coalition | ||||||||||||
| 239 Thompson St | New York | NY | 10012 | PC | General Operating Support | $20,000 | ||||||
| New York Civil Liberties Union Foundation | ||||||||||||
| 125 Broad Street 19th Floor | New York | NY | 10004 | PC | General Operating Support | $20,000 | ||||||
| New York Harbor Foundation | ||||||||||||
| 10 South Street | New York | NY | 10004 | PC | General Operating Support | $40,000 | ||||||
| New York Public Radio | ||||||||||||
| 160 Varick Street 8th Floor | New York | NY | 10013 | PC | General Operating Support | $1,000 | ||||||
| New York Studio School | ||||||||||||
| 8 West 8th Street | New York | NY | 10011 | PC | General Operating Support | $5,000 | ||||||
| New York Studio School | ||||||||||||
| 8 West 8th Street | New York | NY | 10011 | PC | School's Scholarship Fund | $5,000 | ||||||
| Northern Alaska Environmental Center | ||||||||||||
| 830 College Road | Fairbanks | AK | 99701 | PC | General Operating Support | $25,000 | ||||||
| Not An Alternative Inc | ||||||||||||
| 143 Newel Street | Brooklyn | NY | 11222 | PC | The Natural History Museum | $50,000 | ||||||
| NY Renews Education Fund | ||||||||||||
| PO Box 29903 | San Francisco | CA | 94129 | PC | General Operating Support | $25,000 | ||||||
| OLE Education Fund | ||||||||||||
| 411 Bellamah NW | Albuquerque | NM | 87102 | PC | General Operating Support | $50,000 | ||||||
| One Arizona | ||||||||||||
| 530 E McDowell Rd Suite107-448 | Phoenix | AZ | 85006 | PC | General Operating Support | $50,000 | ||||||
| One East 60th Street Historical Foundation | ||||||||||||
| One East 60th Street | New York | NY | 10022 | PC | General Operating Support | $500 | ||||||
| Osa Wildlife Sanctuary Foundation Inc | ||||||||||||
| PO Box 171 | Greenwood | IN | 46142 | PC | Sanctuary Learning Center | $20,000 | ||||||
| Our Children's Trust | ||||||||||||
| PO Box 5181 | Eugene | OR | 97405 | PC | General Operating Support | $30,000 | ||||||
| Philanthropic Ventures Foundation | ||||||||||||
| 1222 Preservation Park Way | Oakland | CA | 94612 | PC | Toledo Institute of Development and Environment | $70,000 | ||||||
| Philanthropy New York | ||||||||||||
| 320 East 43rd Street | New York | NY | 10017 | PC | 2019 Membership 7.1.19 - 6.30.20 | $14,350 | ||||||
| Pines Care Center | ||||||||||||
| PO Box 5333 | Fire Island Pines | NY | 11782 | PC | General Operating Support | $500 | ||||||
| Pines Conservation Society | ||||||||||||
| PO Box 5339 | Fire Island Pines | NY | 11782 | PC | General Operating Support | $500 | ||||||
| Piper Fund | ||||||||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | PC | General Operating Support for Piper Fund and its Democracy Collaborative | $125,000 | ||||||
| Plastic Solutions Fund | ||||||||||||
| 6 West 48th Street 10th Floor | New York | NY | 10036 | PC | General Operating Support | $250,000 | ||||||
| Poder In Action | ||||||||||||
| 5877 W Indian School Rd | Phoenix | AZ | 85031 | PC | General Operating Support | $25,000 | ||||||
| Pomona Impact | ||||||||||||
| 2678 NW 23rd Way | Boca Raton | FL | 33431 | PC | Central American Innovation in Agriculture Program | $50,000 | ||||||
| Pomona Impact | ||||||||||||
| 2678 NW 23rd Way | Boca Raton | FL | 33431 | PC | Pomona Accelerator 2020 | $50,000 | ||||||
| Power Shift Network | ||||||||||||
| 1875 Connecticut Avenue NW 10th | Washington | DC | 20009 | PC | General Operating Support | $25,000 | Floor | |||||
| Progressive Multiplier Fund | ||||||||||||
| 714 G Street SE Suite 200 | Washington | DC | 20004 | PC | General Operating Support | $40,000 | ||||||
| Proteus Fund Inc | ||||||||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | PC | 2019 Membership (1.1.19 - 12.31.19) | $1,500 | ||||||
| Proteus Fund Inc | ||||||||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | PC | Rights, Faith, Democracy Collaborative Fund | $150,000 | ||||||
| Rainbow Railroad USA Inc | ||||||||||||
| 601 West 26th Street 325-41 | New York | NY | 10001 | PC | General Operating Support | $1,200 | ||||||
| Rainforest Action Network | ||||||||||||
| 425 Bush St Suite 300 | San Francisco | CA | 94108 | PC | General Operating Support | $40,000 | ||||||
| Rainforest Alliance | ||||||||||||
| 125 Broad Street 9th Floor | New York | NY | 10004 | PC | Conserving Biodiversity-Rich Landscapes in the Maya Biosphere Reserve by Strengthening the Social and Business Sustainability of Community Forestry Concessions | $70,000 | ||||||
| Rainforest Alliance | ||||||||||||
| 125 Broad Street 9th Floor | New York | NY | 10004 | PC | General Operating Support | $12,500 | ||||||
| Rapid Defense Network | ||||||||||||
| 11 Broadway Suite 615 | New York | NY | 10004 | PC | General Operating Support | $40,000 | ||||||
| RBI Austin | ||||||||||||
| 313 E Anderson Lane Suite 100 | Austin | TX | 78752 | PC | General Operating Support | $750 | ||||||
| Ready for Reading | ||||||||||||
| PO Box 388 | Dorset | VT | 05251 | PC | General Operating Support | $1,250 | ||||||
| Refugee and Immigrant Center for Education and Legal Services (RAICES) | ||||||||||||
| 1305 N Flores St | San Antonio | TX | 78212 | PC | General Operating Support | $7,000 | ||||||
| Regional Plan Association | ||||||||||||
| 1 Whitehall St 16th Floor | New York | NY | 10004 | PC | Getting Congestion Pricing over the Finish Line | $20,000 | ||||||
| Representus Education Fund | ||||||||||||
| PO Box 60008 | Florence | MA | 01062 | PC | General Operating Support | $75,000 | ||||||
| Resources for Human Development | ||||||||||||
| 4700 Wissahickon Avenue Suite 126 | Philadelphia | PA | 19144 | PC | General Operating Support | $500 | ||||||
| Rhett Sullivan Foundation | ||||||||||||
| PO Box 270871 | Flower Mound | TX | 75027 | PC | General Operating Support | $250 | ||||||
| Root Capital | ||||||||||||
| 130 Bishop Allen Drive 2nd Floor | Cambridge | MA | 02139 | PC | Helping Smallholder Farmers Adapt to Climate Change | $50,000 | ||||||
| SAGE | ||||||||||||
| 305 7th Avenue 15th Floor | New York | NY | 10001 | PC | General Operating Support | $1,000 | ||||||
| Social Good Fund | ||||||||||||
| 12651 San Pablo Ave 5473 | Richmond | CA | 94805 | PC | General Operating Support | $2,500 | ||||||
| Solar One | ||||||||||||
| 37 West 26th Street Suite 209 | New York | NY | 10010 | PC | General Operating Support | $1,000 | ||||||
| Solitary Watch | ||||||||||||
| 123 7th Avenue 166 | Brooklyn | NY | 11215 | PC | General Operating Support | $36,000 | ||||||
| SPARK | ||||||||||||
| PO Box 89210 | Atlanta | GA | 30312 | PC | Justice Now 2020 Conference | $30,000 | ||||||
| Spence School | ||||||||||||
| 22 East 91st Street | New York | NY | 10128 | PC | Annual Fund | $500 | ||||||
| St Mary's Episcopal Church | ||||||||||||
| 521 W 126th Street | New York | NY | 10027 | PC | RDJ Refugee Shelter | $500 | ||||||
| St Stephen's School Corporation | ||||||||||||
| 15 Gramercy Park South | New York | NY | 10003 | PC | General Operating Support | $3,003 | ||||||
| Stand | ||||||||||||
| 650 California Street 7th Floor | San Francisco | CA | 94108 | PC | General Operating Support | $50,000 | ||||||
| Stanwich Congregational Church | ||||||||||||
| 202 Taconic Road | Greenwich | CT | 06831 | PC | General Missions | $1,500 | ||||||
| Strong Towns | ||||||||||||
| 1511 Northern Pacific Rd Rm 206 | Brainerd | MN | 56401 | PC | General Operating Support | $500 | ||||||
| Sunrise Movement Education Fund | ||||||||||||
| 50 F St NW Ste 700 | Washington | DC | 20001 | PC | General Operating Support | $60,000 | ||||||
| Tate Americas Foundation | ||||||||||||
| 520 West 27th Street 404 | New York | NY | 10001 | PC | 2020 Photography Acquisitions Committee | $8,034 | ||||||
| Tate Americas Foundation | ||||||||||||
| 520 West 27th Street 404 | New York | NY | 10001 | PC | 2018/2019 Photography Acquisitions Committee | $7,969 | ||||||
| Texas Environmental Justice Advocacy Services | ||||||||||||
| 6731 Harrisburg | Houston | TX | 77011 | PC | General Operating Support | $30,000 | ||||||
| Texas Organizing Project Education Fund | ||||||||||||
| 700 S Zarzamora Suite 212 | San Antonio | TX | 78207 | PC | General Operating Support | $50,000 | ||||||
| The ALS Association | ||||||||||||
| PO Box 37022 | Boone | IA | 50037 | PC | General Operating Support | $500 | ||||||
| The Field | ||||||||||||
| 75 Maiden Lane Suite 906 | New York | NY | 10038 | PC | Hamptons Dance Project | $5,000 | ||||||
| The Museum of Modern Art | ||||||||||||
| 11 West 53rd St | New York | NY | 10019 | PC | General Operating Support | $6,051 | ||||||
| The New Press | ||||||||||||
| 120 Wall Street 31st Floor | New York | NY | 10005 | PC | "Fearless Books in Perilous Times" Series | $30,000 | ||||||
| The New York State Youth Leadership Council | ||||||||||||
| 168 Canal Street Fl 6 | New York | NY | 10013 | PC | General Operating Support | $500 | ||||||
| The Ocean Foundation | ||||||||||||
| 1320 19th St NW 5th Floor | Washington | DC | 20036 | PC | Deep Sea Mining Campaign | $20,000 | ||||||
| The Pines Foundation | ||||||||||||
| PO Box 5305 | Fire Island Pines | NY | 11782 | PC | Seashore Defense Fund | $500 | ||||||
| The Story of Stuff Project | ||||||||||||
| 1442 A Walnut Street 272 | Berkeley | CA | 94709 | PC | General Operating Support | $50,000 | ||||||
| The Wildfire Project | ||||||||||||
| 12651 San Pablo Ave 5473 | Richmond | CA | 94805 | PC | General Operating Support | $45,000 | ||||||
| The York Preparatory School Foundation | ||||||||||||
| 40 West 68 Street | New York | NY | 10023 | PC | General Operating Support | $500 | ||||||
| Third Wave Fund | ||||||||||||
| PO Box 1159 | Brooklyn | NY | 11238 | PC | General Operating Support | $71,030 | ||||||
| Transgender Law Center | ||||||||||||
| PO Box 70976 | Oakland | CA | 94612 | PC | General Operating Support | $50,000 | ||||||
| Transition US | ||||||||||||
| PO Box 917 | Sebastopol | CA | 95473 | PC | General Operating Support | $5,000 | ||||||
| US Green Building Council New York Chapter | ||||||||||||
| 55 Broad Street 9th Floor | New York | NY | 10004 | PC | General Operating Support | $40,000 | ||||||
| Unit for Protection of Human Rights Defenders - Guatemala | ||||||||||||
| NC | Protection of Human Rights Defenders in Guatemala | $25,000 | 1era calle 7-45 zona 1 | Guatemala | GT | 01001 | ||||||
| UPMC Hillman Cancer Center | ||||||||||||
| LIPMC Cancer Pavilion Suite lB | Pittsburgh | PA | 15232 | PC | General Operating Support | $250 | ||||||
| UPROSE | ||||||||||||
| 166A 22nd Street | Brooklyn | NY | 11232 | PC | General Operating Support | $35,000 | ||||||
| URGE | ||||||||||||
| 734 15th St NW Suite 800 | Washington | DC | 20005 | PC | General Operating Support | $40,000 | ||||||
| Urgent Action Fund of Latin America for Women's Human Rights | ||||||||||||
| NC | Rapid Response Support for Women Human Rights Defenders in Latin America and the Caribbean | $50,000 | Carrera 27A No 40A-68 | Bogota | CO | 111311 | ||||||
| Veterinary Care Foundation | ||||||||||||
| 16550 NW 46th St | Morriston | FL | 32668 | PC | General Operating Support | $500 | ||||||
| Walnut Hills High School Alumni Foundation | ||||||||||||
| 3250 Victory Parkway | Cincinnati | OH | 45207 | PC | General Operating Support | $1,000 | ||||||
| Washington University | ||||||||||||
| One Brookings Drive Campus Box 1210 | St Louis | MO | 63130 | PC | General Operating Support | $2,500 | ||||||
| Western States Center | ||||||||||||
| PO Box 40305 | Portland | OR | 97240 | PC | General Operating Support | $40,000 | ||||||
| Weston Volunteer EMS | ||||||||||||
| 56 Norfield Rd | Weston | CT | 06883 | PC | General Operating Support | $1,250 | ||||||
| Weston Volunteer Fire Department | ||||||||||||
| 56 Norfield Rd | Weston | CT | 06883 | PC | General Operating Support | $1,250 | ||||||
| Wildlife Conservation Network | ||||||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | PC | $25,000 in support of the Elephant Crisis Fund and $10,000 as an unrestricted grant to Save the Elephants | $35,000 | ||||||
| Wildlife Conservation Society (WCS) | ||||||||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | PC | General Operating Support | $500 | ||||||
| Wildlife Conservation Society (WCS) | ||||||||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | PC | Proactively Addressing Emerging Threats to Mesoamericas Forests and Wildlife | $100,000 | ||||||
| WINGS | ||||||||||||
| 1043 Grand Avenue 299 | St Paul | MN | 55105 | PC | General Operating Support | $10,000 | ||||||
| WITNESS | ||||||||||||
| 80 Hanson Place 5th Floor | Brooklyn | NY | 11217 | PC | General Operating Support - Latin America and the Caribbean | $50,000 | ||||||
| Wounded Warrior Project Inc | ||||||||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | PC | General Operating Support | $2,500 | ||||||
| Ya'axche Conservation Trust | ||||||||||||
| NC | Improving protected areas management through innovative technology for long term biodiversity conservation within the Bladen Nature Reserve, Belize | $40,000 | 20A George Price Street | Punta Gorda | BH | |||||||
| Young Women United | ||||||||||||
| 309 Gold Ave SW | Albuquerque | NM | 87102 | PC | General Operating Support | $25,000 | ||||||
| Youth First Initiative | ||||||||||||
| 1201 Connecticut Avenue NW Ste 300 | Washington | DC | 20036 | PC | General Operating Support | $25,000 | ||||||
| Youth Represent | ||||||||||||
| 262 Central Park West Suite 2010 | New York | NY | 10024 | PC | General Operating Support | $500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,533,209 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Amazon Conservation Team | |||||||||||
| 4211 N Fairfax Drive | Arlington | VA | 22203 | PC | General Operating Support | $30,000 | |||||
| American Civil Liberties Union Foundation | |||||||||||
| 125 Broad Street 18th floor | New York | NY | 10004 | PC | General Operating Support | $10,000 | |||||
| American Jewish World Service (AJWS) | |||||||||||
| 45 West 36th Street | New York | NY | 10018 | PC | Promoting Human Rights for Marginalized people in Mesoamerica, with a Special Focus on Human Rights Defenders | $75,000 | |||||
| As You Sow Foundation | |||||||||||
| 1611 Telegraph Ave Suite 1450 | Oakland | CA | 94612 | PC | Ocean Plastics, Consumer Packaging, and E-Waste | $50,000 | |||||
| Borealis Philanthropy | |||||||||||
| PO Box 3285 | Minneapolis | MN | 55403 | PC | Transforming Movements Fund | $100,000 | |||||
| Borealis Philanthropy | |||||||||||
| PO Box 3285 | Minneapolis | MN | 55403 | PC | Black-Led Movement Fund | $75,000 | |||||
| Brennan Center for Justice | |||||||||||
| 120 Broadway Suite 1750 | New York | NY | 10271 | PC | Money in Politics Project | $100,000 | |||||
| Center for Justice and International Law | |||||||||||
| 1630 Connecticut Avenue NW Suite | Washington | DC | 20009 | PC | General Operating Support | $40,000 | 401 | ||||
| Climate Justice Alliance | |||||||||||
| 436 14th Street 5th Floor | Oakland | CA | 94612 | PC | General Operating Support | $50,000 | |||||
| COLOR | |||||||||||
| PO Box 40991 | Denver | CO | 80204 | PC | General Operating Support | $25,000 | |||||
| Environmental Defender Law Center | |||||||||||
| 407 W Koch St | Bozeman | MT | 59715 | PC | General Operating Support | $80,000 | |||||
| Environmental Investigation Agency | |||||||||||
| PO Box 53343 | Washington | DC | 20009 | PC | General Operating Support | $55,000 | |||||
| Forward Together | |||||||||||
| 300 Frank Ogawa Plaza Suite 700 | Oakland | CA | 94612 | PC | General Operating Support | $100,000 | |||||
| Front Line USA Foundation | |||||||||||
| 275 Madison Avenue Sixth Floor | New York | NY | 10016 | PC | Protection Support for Human Rights Defenders in Latin America | $50,000 | |||||
| Fund for Global Human Rights | |||||||||||
| 1301 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | Collective Protection for Human Rights Defenders and Environmental Activists in Honduras | $50,000 | 400 | ||||
| Funders for Reproductive Equity | |||||||||||
| PO Box 750 | Rockville | MD | 20848 | PC | Rockwood Fellowship for Leaders in Reproductive Health, Rights and Justice | $25,000 | |||||
| Global Alliance for Incinerator Alternatives - GAIA | |||||||||||
| 1958 University Avenue | Berkeley | CA | 94704 | PC | GAIA U.S.-Canada Program | $50,000 | |||||
| Grist Magazine Inc | |||||||||||
| 1201 Western Ave Suite 410 | Seattle | WA | 98101 | PC | General Operating Support | $25,000 | |||||
| Groundswell Fund | |||||||||||
| 548 Market St Suite 49734 | San Francisco | CA | 94104 | PC | General Operating Support | $75,000 | |||||
| International Community Foundation | |||||||||||
| 2505 N Avenue | National City | CA | 91950 | PC | Grupo Ecologico Sierra Gorda, I.A.P | $25,000 | |||||
| Ironbound Community Corporation | |||||||||||
| 317 Elm St | Newark | NJ | 07105 | PC | Environmental Justice Program | $35,000 | |||||
| Midwest Environmental Justice Network | |||||||||||
| 1201 Connecticut Ave NW 300 | Washington | DC | 20036 | PC | General Operating Support | $20,000 | |||||
| Mongabay Org Corp | |||||||||||
| 37 WSummit Dr | Emerald Hills | CA | 94062 | PC | Mongabay Latam | $75,000 | |||||
| National Latina Institute for Reproductive Health | |||||||||||
| 50 Broad Street Suite 1937 | New York | NY | 10004 | PC | General Operating Support | $30,000 | |||||
| Natural Resources Defense Council | |||||||||||
| 40 West 20th Street | New York | NY | 10011 | PC | Environmental Justice, Climate Change and Solid Waste | $100,000 | |||||
| New York Civil Liberties Union Foundation | |||||||||||
| 125 Broad Street 19th Floor | New York | NY | 10004 | PC | General Operating Support | $20,000 | |||||
| New York Harbor Foundation | |||||||||||
| 10 South Street | New York | NY | 10004 | PC | General Operating Support | $40,000 | |||||
| OLE Education Fund | |||||||||||
| 411 Bellamah NW | Albuquerque | NM | 87102 | PC | General Operating Support | $50,000 | |||||
| Philanthropic Ventures Foundation | |||||||||||
| 1222 Preservation Park Way | Oakland | CA | 94612 | PC | Toledo Institute of Development and Environment | $35,000 | |||||
| Plastic Solutions Fund | |||||||||||
| 6 West 48th Street 10th Floor | New York | NY | 10036 | PC | General Operating Support | $200,000 | |||||
| Power Shift Network | |||||||||||
| 1875 Connecticut Avenue NW 10th | Washington | DC | 20009 | PC | General Operating Support | $25,000 | Floor | ||||
| Proteus Fund Inc | |||||||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | PC | Rights, Faith, Democracy Collaborative Fund | $150,000 | |||||
| Rainforest Action Network | |||||||||||
| 425 Bush St Suite 300 | San Francisco | CA | 94108 | PC | General Operating Support | $40,000 | |||||
| Stand | |||||||||||
| 650 California Street 7th Floor | San Francisco | CA | 94108 | PC | General Operating Support | $50,000 | |||||
| Texas Environmental Justice Advocacy Services | |||||||||||
| 6731 Harrisburg | Houston | TX | 77011 | PC | General Operating Support | $60,000 | |||||
| The Story of Stuff Project | |||||||||||
| 1442 A Walnut Street 272 | Berkeley | CA | 94709 | PC | General Operating Support | $25,000 | |||||
| Urgent Action Fund of Latin America for Women's Human Rights | |||||||||||
| NC | Rapid Response Support for Women Human Rights Defenders in Latin America and the Caribbean | $50,000 | Carrera 27A No 40A-68 | Bogota | CO | 111311 | |||||
| Ya'axche Conservation Trust | |||||||||||
| NC | Improving protected areas management through innovative technology for long term biodiversity conservation within the Bladen Nature Reserve, Belize | $40,000 | 20A George Price Street | Punta Gorda | BH | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,135,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,870,001 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,965 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $29,987 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,634,196 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$373,382 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$380,320 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$343,395 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,130,842 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,787,447 | 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 | OWEN FLANAGAN CPA'S - AUDIT AND TAX PREPARATION | CategoryTxt |
| Amt | $35,000 | Amt |
| Net Investment Income | $26,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2006-12-01 | $32,049 | $32,049 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2014-12-31 | $88,413 | $32,278 | 200DB | 7.000000000000 | $8,420 | $0 |
| LEASEHOLD IMPROVEMENTS | 2006-12-01 | $274,641 | $227,473 | 150DB | 15.000000000000 | $16,231 | $0 |
| LEASEHOLD IMPROVEMENTS | 2015-04-01 | $3,390 | $2,006 | 200DB | $535 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2015-03-01 | $118,422 | $43,233 | 200DB | $11,278 | $0 | |
| FURNITURE & FIXTURES | 2015-06-30 | $88,383 | $32,269 | SL | 7.000000000000 | $8,417 | $0 |
| EQUIPMENT | 2015-06-30 | $17,716 | $9,491 | SL | 7.000000000000 | $211 | $0 |
| LEASEHOLD IMPROVEMENTS | 2015-04-01 | $117,411 | $69,518 | 200DB | $18,539 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2015-03-01 | $92,118 | $33,630 | 200DB | $8,773 | $0 | |
| CONF ROOM WINDOWS | 2016-09-01 | $11,320 | $3,774 | SL | 5.000000000000 | $1,258 | $0 |
| AV EQUIPMENT | 2019-01-01 | $63,751 | SL | 7.000000000000 | $8,349 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (8 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asociacion de Comunidades Forestales de Peten - ACOFOP | ||||||||||||
| Tercera avenida cuarta calle zona 2 | Santa Elena | GT | 2019-06-07 | $40,000 | Mayan Biosphere Reserve, Guatemala | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in compliance | No independent verification is required at this time | ||||
| Ya'axch Conservation Trust | ||||||||||||
| 20A George Price Street | Punta Gorda | BH | 2019-03-01 | $40,000 | Bladen Nature Reserve, Belize | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in compliance | No independent verification is required at this time | ||||
| Mesoamerican Initiative of WHRDs | ||||||||||||
| 123 Slater Street | Ottawa | CA | 2019-06-07 | $25,000 | Feminist Holistic Protection for Women Human Rights Defenders in Mesoamerica | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in compliance | No independent verification is required at this time | ||||
| One Wildlife Sanctuary Foundation Inc | ||||||||||||
| 2019-09-01 | $20,000 | Sanctuary Learning Center | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in compliance | No independent verification is required at this time | PO Box 171 | Greenwood | IN | 46142 | |||
| Pomona Impact Foundation | ||||||||||||
| 2019-02-01 | $50,000 | Central American Innovation in Agriculture Program | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in compliance | No independent verification is required at this time | 2678 NW 23rd Way | Boca Raton | FL | 33431 | |||
| Pomona Impact Foundation | ||||||||||||
| 2019-12-01 | $50,000 | Pomona Accelerator 2020 | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in compliance | No independent verification is required at this time | 2678 NW 23rd Way | Boca Raton | FL | 33431 | |||
| Unit for Protection of Human Rights Defernders - Guatemala | ||||||||||||
| 1era calle 7-45 zona 1 | Guatemala City | GT | 2019-08-01 | $25,000 | Protection of Human Rights Defenders in Guatemala | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in compliance | No independent verification is required at this time | ||||
| Urgent Action Fund of Latim America for Women's Health Rights | ||||||||||||
| Carrera 27A | Bogota | CO | 2019-07-01 | $50,000 | Rapid Response Support for Women Human Rights Defenders in Latin America & the Caribbean | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in compliance | No independent verification is required at this time | ||||
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $571,539 | $571,539 |
| ADIENT plc | $106,250 | $106,250 |
| ADOBE SYS INC | $1,972,264 | $1,972,264 |
| ALIBABA | $1,766,793 | $1,766,793 |
| ALPHABET INC CL A | $1,848,358 | $1,848,358 |
| ALPHABET INC CL C | $3,337,078 | $3,337,078 |
| AMAZON.COM INC | $1,783,166 | $1,783,166 |
| AUTOMATIC DATA PROCESSING INC | $1,152,310 | $1,152,310 |
| BECTON DICKINSON & CO | $777,834 | $777,834 |
| BOOKING HOLDINGS INC | $659,247 | $659,247 |
| BOSTON SCIENTIFIC CORP | $381,657 | $381,657 |
| BROWN ADVISORY SUSTAINABLE GROWTH FD INST SHS | $11,915,457 | $11,915,457 |
| BURLINGTON STORES INC | $531,310 | $531,310 |
| CEDAR FAIR L P DEPOSITRY UNIT | $1,580,428 | $1,580,428 |
| CITIGROUP INC | $7,819,074 | $7,819,074 |
| CONSTELLIUM SE | $1,186,436 | $1,186,436 |
| D R HORTON INC COM | $2,769,375 | $2,769,375 |
| DARLING INGREDIENTS INC COM | $6,969,344 | $6,969,344 |
| ECN CAPITAL CORP | $875,553 | $875,553 |
| ELANCO ANIMAL HEALTH INC | $520,971 | $520,971 |
| EPAM SYSTEMS INC | $674,669 | $674,669 |
| FACEBOOK INC CL A | $2,567,062 | $2,567,062 |
| FMC CORP | $3,088,630 | $3,088,630 |
| FORD MOTOR COMPANY | $1,441,500 | $1,441,500 |
| FULLER & THALER BEHAVIORAL SMALL-CAP EQUITY FUND- Institutional | $7,702,538 | $7,702,538 |
| GAMESYS GROUP PLC | $1,789,854 | $1,789,854 |
| GENERAL MTRS CO COM | $3,495,300 | $3,495,300 |
| GILDAN ACTIVEWEAR INC COM | $2,356,287 | $2,356,287 |
| GLOBAL PMTS INC COM | $434,493 | $434,493 |
| GOLDMAN SACHS GROUP INC | $3,448,950 | $3,448,950 |
| GRIFFIN MINING LIMITED | $1,777,506 | $1,777,506 |
| INTUIT COM | $681,018 | $681,018 |
| KKR & CO INC. | $491,456 | $491,456 |
| LENNAR CORP CL A | $2,521,708 | $2,521,708 |
| LENNAR CORP COM Class B | $40,409 | $40,409 |
| LIVENT CORP | $407,750 | $407,750 |
| MELROSE INDUSTRIES PLC ORD | $1,092,312 | $1,092,312 |
| MICROSOFT CORP | $2,354,461 | $2,354,461 |
| MONSTER BEVERAGE CORP NEW COM | $389,879 | $389,879 |
| NEUROCRINE BIOSCIENCES INC COM | $286,461 | $286,461 |
| PALO ALTO NETWORKS INC COM | $679,875 | $679,875 |
| PAYPAL HOLDINGS, INC. | $1,083,863 | $1,083,863 |
| PULTE HOMES INC COM | $194,000 | $194,000 |
| QUANTA SVCS INC COM | $415,242 | $415,242 |
| ROYAL CARIBBEAN CRUISES LTD COM | $554,067 | $554,067 |
| RYMAN HOSPITALITY PROPERTIES | $3,453,921 | $3,453,921 |
| SIRIUS XM HLDGS INC COM | $562,848 | $562,848 |
| SPX CORPORATION | $3,559,514 | $3,559,514 |
| SUNOPTA INC | $374,670 | $374,670 |
| TAYLOR MORRISION HOME CORPORATION | $205,484 | $205,484 |
| TENCENT HLDGS LTD ADR | $1,411,494 | $1,411,494 |
| TENCENT HOLDINGS LTD - HKD | $882,253 | $882,253 |
| THERMO FISHER SCIENTIFIC INC | $555,528 | $555,528 |
| T-MOBILE US INC | $2,749,170 | $2,749,170 |
| TOLL BROTHERS INC COM | $719,082 | $719,082 |
| TRI POINTE GROUP INC COM | $194,750 | $194,750 |
| VISA INC COM CL A | $1,516,353 | $1,516,353 |
| WHIRLPOOL CORP COM | $1,254,005 | $1,254,005 |
| ZOETIS INC | $977,405 | $977,405 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (36 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BGT Investor III LLC-Carbon Capture Inv. | FMV | $962,234 | $962,234 |
| Closed Loop Leadership Fund I, LP | FMV | $1,943,473 | $1,943,473 |
| Commonfund Global Distressed Inv. Fd | FMV | $59,206 | $59,206 |
| Communitas Capital Partners Fund I, LP | FMV | $433,557 | $433,557 |
| Consonance Capital Investors Ltd | FMV | $4,792,593 | $4,792,593 |
| Deltec Special Situation Partners LP | FMV | $2,655,277 | $2,655,277 |
| Diversified Natural Products | FMV | $10,925 | $10,925 |
| Dune Parallel AIV LP | FMV | $27,083 | $27,083 |
| Dune Real Estate Parallel Fund, LP | FMV | $47,265 | $47,265 |
| Emerald Creek Capital Fund IV - Cayman | FMV | $3,545,050 | $3,545,050 |
| Emerald Creek Capital Fund V - Cayman | FMV | $2,416,859 | $2,416,859 |
| Emerging Europe Growth II LP | FMV | $251,057 | $251,057 |
| Emerging Europe Growth LP | FMV | $46,577 | $46,577 |
| Endowment Venture Partners V | FMV | $29,909 | $29,909 |
| Enlightenment Capital Solutions Fund II, LP | FMV | $1,685,491 | $1,685,491 |
| Enlightenment Capital Solutions Fund III, LP | FMV | $1,082,717 | $1,082,717 |
| Goldman Sachs Vintage Fund III Offshore,LP | FMV | $13,890 | $13,890 |
| Goldman Sachs Vintage Fund V Offshore,LP | FMV | $187,837 | $187,837 |
| GS Capital Partners V Institutional LP | FMV | $27,400 | $27,400 |
| GS Capital Partners VI Parallel, L.P. | FMV | $193,187 | $193,187 |
| GS Mezzanine Partners V Offshore | FMV | $82,301 | $82,301 |
| GSCP V Institutional AIV, LP | FMV | $4,693 | $4,693 |
| L+M Workforce Housing Fund, LP | FMV | $869,449 | $869,449 |
| New Vernon India (Cayman) Fund | FMV | $159,488 | $159,488 |
| Nitorum Offshore Fund Ltd. | FMV | $3,418,587 | $3,418,587 |
| Overbrook Opportunity Fund II, LP | FMV | $392,924 | $392,924 |
| Radius Venture Partners II, LP | FMV | $12,745 | $12,745 |
| Radius Venture Partners III LP | FMV | $37,050 | $37,050 |
| Riverstone/Carlyle Renewable Energy | FMV | $1,036,537 | $1,036,537 |
| Sandton Credit Solutions Offshore IV, LP | FMV | $3,696,052 | $3,696,052 |
| Sandton Credit Solutions On-shore Fund III, LP | FMV | $791,514 | $791,514 |
| Stabilis Fund III,LP | FMV | $1,541,869 | $1,541,869 |
| Stabilis Fund IV, LP | FMV | $1,331,794 | $1,331,794 |
| Stabilis Fund V, LP | FMV | $459,737 | $459,737 |
| Thayer Street Partners Equity Opportunity Fund | FMV | $2,754,272 | $2,754,272 |
| VWH Offshore Fund LP | FMV | $285,953 | $285,953 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $32,049 | $32,049 | $0 |
| FURNITURE & FIXTURES | $88,413 | $40,698 | $47,715 |
| LEASEHOLD IMPROVEMENTS | $274,641 | $243,704 | $30,937 |
| LEASEHOLD IMPROVEMENTS | $3,390 | $2,541 | $849 |
| LEASEHOLD IMPROVEMENTS | $118,422 | $54,511 | $63,911 |
| FURNITURE & FIXTURES | $88,383 | $40,686 | $47,697 |
| LEASEHOLD IMPROVEMENTS | $117,411 | $88,057 | $29,354 |
| LEASEHOLD IMPROVEMENTS | $92,118 | $42,403 | $49,715 |
| CONF ROOM WINDOWS | $11,320 | $5,032 | $6,288 |
| AV EQUIPMENT | $63,751 | $8,349 | $55,402 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PATTERSON BELKNAP WEBB & TYLER - LEGAL | CategoryTxt |
| Legal Fees | $22,573 | LegalFeesAmt |
| Net Investment Income | $11,514 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,059 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST & DIVIDENDS RECEIVABLE | $68,039 | $95,238 | $95,238 |
| DUE FROM BROKER | $903,999 | ||
| SECURITY DEPOSIT | $70,198 | $70,198 | $70,198 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $70,881 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $68,279 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $3,391 | $3,391 | $3,391 |
| OTHER INVESTMENT INCOME | $3,574 | $3,574 | $3,574 |
| PARTNERSHIP INCOME | -$753,702 | -$380,320 | -$753,702 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION (NET OF DEFERRED TAXES) | Desc |
| Amt | $27,830,227 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED RENT | $126,699 | $116,595 |
| SECURITY DEPOSIT PAYABLE | $30,600 | $30,600 |
| DEFERRED EXCISE TAX | $0 | $382,666 |
| DUE TO BROKER | $0 | $26,057 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (14 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OVERBROOK MANAGEMENT CORPORATION - INV ADVISORY | $1,103,859 | $1,103,859 | $0 |
| GREENHAVEN ASSOCIATES - INV ADVISORY | $290,818 | $290,818 | $0 |
| JP MORGAN - CUSTODY | $26,087 | $26,087 | $0 |
| THOUGHT MACHINE - IT CONSULTANT | $16,500 | $0 | $16,500 |
| DELTEC SPECIAL SITUATIONS - INV | $1,094 | $1,094 | $0 |
| NEPC LLC | $100,000 | $100,000 | $0 |
| DSM CAPITAL - INV | $160,173 | $160,173 | $0 |
| CEDAR FAIR MLP | $2,606 | $2,606 | $0 |
| L + M WORKFORCE HOUSING FUND | $27,402 | $27,402 | $0 |
| ELLIE MOSS CONSULTING | $23,150 | $0 | $23,150 |
| STATISTA | $640 | $0 | $640 |
| FREEDONIA GROUP | $2,319 | $0 | $2,319 |
| KATE ANSTREICHER | $500 | $0 | $500 |
| AUDIO VISUAL SOLUTIONS | $900 | $0 | $900 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $28,268 | $28,268 | $0 |
| FILING FEES | $1,500 | $0 | $1,500 |
| FEDERAL EXCISE & UBIT TAXES | $39,841 | $0 | $0 |