VIRGINIA B TOULMIN CHARITABLE FOUNDATION III 20-102080246164: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA B TOULMIN CHARITABLE FOUNDATION III 20-102080246164 (EIN 13-7385769)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-04-29
- IRS object ID
- 201931199349100918
- Schema version
- 2017v2.3
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-29T13:01:40-05:00 | ReturnTs |
| Tax Period End | 2018-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 S PATTERSON BLVD | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137385769 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOULMIN VIRGINIA B | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION III | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOUL | BusinessNameControlTxt |
| Phone | 2125466211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 FIFTH AVENUE 24TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM S VILLAFRANCO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125466211 | PhoneNum |
| Signature | 2019-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN O CRIM | PreparerPersonNm |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-29 | IPDt |
| IP Tm | 09:13:54 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8E3EBBF997F84E7749D5DC7767F6718D90CB9793 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 562A18F8DC23C297E42EF16009230818801A988B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $130,935,750 | 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 |
| Interest On Sav Rev And Expnss | $6,810 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,810 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,033,474 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,033,474 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,345,096 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,253,601 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,610,778 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $8,896 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $215,496 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $152,847 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,600,876 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,803,909 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,896 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $400,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $160,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $160,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $47,316 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $74,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $55,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,392,015 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,095,622 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $242,518 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $113,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $121,820 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $48,728 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $48,728 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,967 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $129,241 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,787 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,155,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,489,316 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $472,608 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,436,981 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,885,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,592,399 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,489,316 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,357,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,008,477 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,314,593 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,896 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $452,532 | CashBOYAmt |
| Cash EOY | $403,568 | CashEOYAmt |
| Cash EOYFMV | $403,568 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,422,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,421,853 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,421,853 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $75,800 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,800 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,800 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $17,065,236 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,626,555 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,626,555 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $49,277,866 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,244,148 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,244,148 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,936,531 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,671,616 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,671,616 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $52,956,874 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $48,131,193 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,131,193 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $378,606 | OtherAssetsBOYAmt |
| Other Assets EOY | $419,017 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $419,017 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $138,566,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,935,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,935,750 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $115,748 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $120,154 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,923,186 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,317,690 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $544,367 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $338,095 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,583,301 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,775,939 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $135,982,758 | UnrestrictedBOYAmt |
| Unrestricted EOY | $129,159,811 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $135,982,758 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,159,811 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $138,566,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,935,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $135,982,758 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,008,477 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $138,991,235 | SubtotalAmt |
| Other Decreases | $9,831,424 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $129,159,811 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $41,916,684 | $31,908,505 | $10,008,179 | $10,008,179 | |
| PARTNERSHIP CAPITAL GAINS/LOSSES | $265,682 | $265,682 | P | ||
| CAPITAL GAINS DIVIDENDS | $336,917 | $336,917 | $336,917 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,610,778 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,672,919 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $133,492,745 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057478 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,521,228 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $129,038,299 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058287 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,859,683 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $136,737,285 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050167 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,207,706 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $138,957,962 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051870 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,641,427 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $121,073,138 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054855 | DistributionYr5Rt |
| Total Distribution | 0.272657 | TotalDistributionRt |
| Average Distribution | 0.054531 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $140,303,874 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,650,911 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $113,146 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,764,057 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,357,983 | 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 | $113,146 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $113,146 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $113,146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $130,715 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $142,715 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29,569 | OverpaymentAmt |
| Applied To ES Tax | $29,569 | 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 | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TOULMINFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125466211 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 FIFTH AVENUE 24TH FLOOR | 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 | Yes (1) | 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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM S VILLAFRANCO | ||||||||
| 530 FIFTH AVENUE 24TH FLOOR | NEW YORK | NY | 10036 | TRUSTEE/CEO | 35.00 | $200,000 | $0 | $0 |
| ALEXANDER C SANGER | ||||||||
| IPPF 125 MAIDEN LANE 9TH FLOOR | NEW YORK | NY | 10038 | TRUSTEE/COO | 30.00 | $150,000 | $0 | $0 |
| WALTER P MONTAIGNE | ||||||||
| 165 W 66TH ST 10D | NEW YORK | NY | 10023 | TRUSTEE | 15.00 | $50,000 | $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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOUTHWIND ASSOCIATES OF NJ INC | |||||
| 530 FIFTH AVENUE 24TH FLOOR | NEW YORK | NY | 10036 | INVESTMENT MGT & ADMIN SERVICES | $618,716 |
| TCC GROUP | |||||
| 31 WEST 27TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | CONSULTING SERVICES | $205,168 |
| EAGLE CAPITAL MANAGEMENT LLC | |||||
| 499 PARK AVENUE 17TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT SERVICES | $163,090 |
| ANGELUS NOVUS INC | |||||
| 410 WEST END AVENUE 2B | NEW YORK | NY | 10024 | VIDEO PRODUCTION SERVICES | $126,298 |
| SANDS CAPITAL MANAGEMENT LLC | |||||
| 1101 WILSON BLVD SUITE 2300 | ARLINGTON | VA | 22209 | INVESTMENT MANAGEMENT SERVICES | $105,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 6 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AMOUNTS PAID DIRECTLY TO A VENDOR TO PRODUCE PROMOTIONAL VIDEOS FOR VARIOUS CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $126,298 | Expenses1Amt |
| Description2 | AMOUNTS PAID DIRECTLY TO A CONSULTANT ON BEHALF OF A CHARITABLE ORGANIZATION. | Description2Txt |
| Expenses2 | $34,000 | Expenses2Amt |
| Description3 | OTHER INDIRECT GRANTS FOR EXPENSES PAID ON BEHALF OF CHARITABLE ORGANIZATIONS. | Description3Txt |
| Expenses3 | $25,700 | Expenses3Amt |
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 | $133,146,798 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,293,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,440,481 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,440,481 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,136,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,303,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,015,194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,015,194 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $113,146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $113,146 | TotalTaxAmt |
| Distributable Before Adj | $6,902,048 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $8,896 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,910,944 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,910,944 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,357,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,357,983 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $113,146 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,244,837 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,910,944 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $710,334 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $381,935 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $169,991 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,141,279 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,114,036 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,517,575 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,357,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,910,944 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,447,039 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,964,614 | 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 | $710,334 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,254,280 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $381,935 | ExcessFromYear4Amt |
| Excess From Year3 | $169,991 | ExcessFromYear3Amt |
| Excess From Year2 | $1,141,279 | ExcessFromYear2Amt |
| Excess From Year1 | $1,114,036 | ExcessFromYear1Amt |
| Excess From Current Year | $1,447,039 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABILIS | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| AMERICAN BALLET THEATRE | |||||||
| 890 BROADWAY 3RD FL | NEW YORK | NY | 10003 | PC | ABT WOMEN'S MOVEMENT | $100,000 | |
| AMERICAN COMPOSERS ORCHESTRA | |||||||
| 494 EIGHTH AVENUE SUITE 503 | NEW YORK | NY | 10001 | PC | AMERICAN COMPOSERS ORCHESTRA - PHILADELPHIA ORCHESTRA WOMEN COMPOSER READINGS | $100,000 | |
| AMERICAN DREAM CHARTER SCHOOL | |||||||
| 510 EAST 141ST STREET | BRONX | NY | 10454 | PC | THE COLLEGE EXPERIENCE | $50,000 | |
| AMERICAN OPERA PROJECTS INC | |||||||
| 138 SOUTH OXFORD STREET | BROOKLYN | NY | 11217 | PC | CONSULTANTS TO STRENGTHEN BACK OFFICE AND INCREASE SUSTAINABILITY/ABILITY TO WORK NATIONALLY | $50,000 | |
| AMERICA'S VETDOGS - THE VETERAN'S K-9 CORPS INC | |||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ANCHOR PROGRAM FUND INC | |||||||
| 630 LIDO BLVD | LIDO BEACH | NY | 11561 | PC | VIRGINIA B. TOULMIN SCHOLARSHIP PROGRAM AND MIDDLE CAMP FUND | $50,000 | |
| ANCHOR PROGRAM FUND INC | |||||||
| 630 LIDO BLVD | LIDO BEACH | NY | 11561 | PC | ESTABLISH/FUND INFRASTRUCTURE FOR MIDDLE SUMMER CAMP, SCHOLARSHIPS, PROVIDE HORSE THERAPY AND GENERAL OPERATING SUPPORT | $125,000 | |
| ASOLO THEATRE | |||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| ASOLO THEATRE | |||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | PC | SUPPORT ASOLO THEATRE'S ASSOCIATE ARTISTIC DIRECTOR POSITION | $40,000 | |
| ATLANTA BALLET | |||||||
| 1695 MARIETTA BOULEVARD NW | ATLANTA | GA | 30318 | PC | COMMISSION AND PREMIERE A NEW WORK BY CHOREOGRAPHER CLAUDIA SCHREIER | $25,000 | |
| AUTISM SPEAKS INC | |||||||
| 1 E 33RD ST 4TH FL | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BALLET WEST | |||||||
| 52 W 200 S | SALT LAKE CITY | UT | 84101 | PC | COMMISSION AND PREMIERE A NEW WORK BY CHOREOGRAPHER AFRICA GUZMAN | $25,000 | |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | PC | COMMISSION AND PREMIERE A NEW WORK BY COMPOSER TJ COLE | $25,000 | |
| BARD COLLEGE | |||||||
| CAMPUS RD PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | PC | SUPPORT THE COMMISSIONING OF A NEW WORK BY PAM TANOWITZ AND KAIJA SAARIAHO | $40,000 | |
| BETH MORRISON PROJECTS | |||||||
| 666 OCEAN AVE D1 | BROOKLYN | NY | 11226 | PC | SUPPORT A DEVELOPMENT DIRECTOR POSITION | $55,000 | |
| BOSTON BALLET | |||||||
| 19 CLARENDON ST | BOSTON | MA | 02116 | PC | COMMISSION & PREMIERE NEW WORKS BY EMERGING FEMALE CHOREOGRAPHERS | $25,000 | |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | PC | SUPPORT FEMALE CREATORS, CHOREOGRAPHERS, AND COMPOSERS IN THE 2018 NEXT WAVE FESTIVAL | $50,000 | |
| BROWN UNIVERSITY | |||||||
| BOX 1929 | PROVIDENCE | RI | 02912 | PC | RESEARCH COLLABORATION ON MASCULINITIES AND MALE SRH IN MEXICO W/ IPPF/WHR | $60,375 | |
| CALVARY HOSPITAL INC | |||||||
| 1740 EASTCHESTER RD | BRONX | NY | 10461 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | PC | SUPPORT HALF OF THE TUITION FOR FOUR NEONATAL NURSING STUDENTS | $80,000 | |
| CENTER FOR CONTEMPORARY OPERA | |||||||
| 236 EAST 31ST ST | NEW YORK | NY | 10016 | PC | SUPPORT THE GENERAL DIRECTOR POSITION | $50,000 | |
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLAZA 10TH FLOOR | NEW YORK | NY | 10023 | PC | SUPPORT COMMISSIONS BY EMERGING WOMEN COMPOSERS | $10,000 | |
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLAZA 10TH FLOOR | NEW YORK | NY | 10023 | PC | SUPPORT COMMISSIONS BY EMERGING WOMEN COMPOSERS | $17,500 | |
| CHANCES FOR CHILDREN | |||||||
| 1178 ANDERSON AVENUE | BRONX | NY | 10452 | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| COLT COEUR | |||||||
| 20 JAY STREET | BROOKLYN | NY | 11201 | PC | WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM | $30,000 | |
| COVENANT HOUSE | |||||||
| 461 EIGHTH AVE | NEW YORK | NY | 10001 | PC | STRENGTHENING ANTI-HUMAN TRAFFICKING SERVICES AND THE CONTINUUM OF CARE AT COVENANT HOUSE NEW YORK | $150,000 | |
| DANCE THEATRE OF HARLEM INC | |||||||
| 466 W 152ND ST | NEW YORK | NY | 10031 | PC | SUPPORT THE WOMEN WHO MOVE US INITIATIVE | $75,000 | |
| DANCEUSA | |||||||
| 1029 VERMONT AVE NW SUITE 400 | WASHINGTON | DC | 20005 | PC | IMPRINTS: A PROGRAM TO ADVANCE FEMALE BALLET CHOREOGRAPHERS | $100,000 | |
| DAYTON CHILDREN'S HOSPITAL | |||||||
| ONE CHILDRENS PLAZA | DAYTON | OH | 45404 | PC | SUPPORT CAMPUS RENEWAL AND A NEW PATIENT CARE FACILITY | $200,000 | |
| DESIGNING WOMEN BOUTIQUE | |||||||
| 1226 N TAMIAMI TRAIL SUITE 101 | SARASOTA | FL | 34236 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| DETROIT SYMPHONY ORCHESTRA | |||||||
| 3711 WOODWARD AVE | DETROIT | MI | 48201 | PC | COMMISSION AND PREMIERE A NEW WORK BY COMPOSER NKEIRU OKOYE. | $25,000 | |
| DOMINICAN ACADEMY OF THE CITY OF NEW YORK | |||||||
| 44 E 68TH ST | NEW YORK | NY | 10065 | PC | GENERAL OPERATING SUPPORT: SCHOLARSHIP FUND | $10,000 | |
| EMMA ALYSON & KATE HANCE FAMILY FOUNDATION INC | |||||||
| PO BOX 20795 | FLORAL PARK | NY | 11002 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FRANCISCAN BREAD FOR THE POOR INC | |||||||
| 144 W 32ND ST | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FULCRUM ARTS | |||||||
| 1709 STEWART ST | SANTA MONICA | CA | 90404 | PC | SUPPORT A NEW COLLABORATION BETWEEN CHOREOGRAPHER MELISSA BARAK AND COMPOSER MOLLY JOYCE | $20,000 | |
| GIRLS INC OF SARASOTA COUNTY | |||||||
| 201 S TUTTLE AVE | SARASOTA | FL | 34237 | PC | SUPPORT THE OUTREACH INITIATIVE, STEM PROGRAMMING, MATCH CAMPAIGN CONTRIBUTION AND SCHOLARSHIPS | $145,000 | |
| GIVE2ASIA | |||||||
| 600 CALIFORNIA ST | SAN FRANCISCO | CA | 94108 | PC | EDUCATION HELPING ORPHANS, BROKEN HOME/POOR/DISADVANTAGED/HIGH RISK YOUTHS | $125,000 | |
| GIVE2ASIA | |||||||
| 600 CALIFORNIA ST | SAN FRANCISCO | CA | 94108 | PC | EDUCATION HELPING ORPHANS, BROKEN HOME/POOR/DISADVANTAGED/HIGH RISK YOUTHS | $150,000 | |
| GLOBAL HEALTH CORPS | |||||||
| ONE PENN PLAZA SUITE 6271 | NEW YORK | NY | 10001 | PC | SUPPORT GLOBAL HEALTH CORPS' 2018 HEALTH SYSTEMS STRENGTHENING FELLOWS | $100,000 | |
| GOODMAN THEATRE | |||||||
| 170 NORTH DEARBORN STREET | CHICAGO | IL | 60601 | PC | WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM | $30,000 | |
| GOODWILL EASTER SEALS MIAMI VALLEY | |||||||
| 660 S MAIN STREET | DAYTON | OH | 45402 | PC | SUPPORT THE MIAMI VALLEY WORKS (FORMERLY DAYTON WORKS) PROGRAM | $50,000 | |
| HERE ARTS CENTER | |||||||
| 145 SIXTH AVE | NEW YORK | NY | 10013 | PC | PROTOTYPE: OPERA/THEATRE/NOW | $50,000 | |
| HERE ARTS CENTER | |||||||
| 145 SIXTH AVE | NEW YORK | NY | 10013 | PC | SUPPORT DEVELOPMENT AND PRODUCER POSITIONS | $50,000 | |
| HOLY NAME MEDICAL CENTER INC | |||||||
| 718 TEANECK RD | TEANECK | NJ | 07666 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | MEDICAL RESEARCH | $75,000 | |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | MEDICAL RESEARCH | $150,000 | |
| HUMANE SOCIETY OF COLLIER COUNTY INC | |||||||
| 370 AIRPORT-PULLING RD N | NAPLES | FL | 34104 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| ICAHN SCHOOL OF MEDICINE - DUBIN BREAST CENTER | |||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | PC | SUPPORT THE FAMILY PSYCHOLOGY PROGRAM AND A SOCIAL WORKER POSITION | $250,000 | |
| ICAHN SCHOOL OF MEDICINE - DUBIN BREAST CENTER | |||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | PC | DUBIN BREAST CENTER - INTEGRATIVE MEDICINE AND SERVICES | $150,000 | |
| IPPF WHR | |||||||
| 125 MAIDEN LN 9TH FL | NEW YORK | NY | 10038 | PC | SUPPORT IPPF/WHR MEMBER ASSOCIATIONS SUSTAINABILITY PROJECT | $250,000 | |
| IPPF WHR | |||||||
| 125 MAIDEN LN 9TH FL | NEW YORK | NY | 10038 | PC | RESEARCH COLLABORATION ON MASCULINITIES AND MALE SEXUAL REPRODUCTIVE HEALTH IN MEXICO WITH BROWN UNIVERISTY | $50,000 | |
| JCC FOUNDATION INC | |||||||
| 304 MIDLAND AVENUE | PARAMUS | NJ | 07652 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JOE TORRE SAFE AT HOME FOUNDATION | |||||||
| 55 WEST 39TH STREET | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| KAUFMAN MUSIC CENTER | |||||||
| 129 WEST 67TH STREET | NEW YORK | NY | 10023 | PC | LUNA COMPOSITION LAB | $15,000 | |
| LEAGUE OF AMERICAN ORCHESTRAS | |||||||
| 33 W 60TH ST 5TH FL | NEW YORK | NY | 10023 | PC | WOMEN COMPOSERS READINGS AND COMMISSIONS PROGRAM | $150,000 | |
| LINCOLN CENTER THEATER | |||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | PC | SUPPORT THE 2018-2019 LCT3 SEASON | $100,000 | |
| LOS ANGELES PHILHARMONIC | |||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | PC | COMMISSION AND PREMIERE A NEW WORK BY COMPOSER NATACHA DIELS | $25,000 | |
| MICHAEL MULHALL FOUNDATION INC | |||||||
| 1 NORTH LEXINGTON AVENUE | WHITE PLAINS | NY | 10601 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NAPLES THERAPEUTIC RIDING CENTER | |||||||
| 206 RIDGE DRIVE | NAPLES | FL | 34108 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| NAPLES THERAPEUTIC RIDING CENTER | |||||||
| 206 RIDGE DRIVE | NAPLES | FL | 34108 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NAPLES THERAPEUTIC RIDING CENTER | |||||||
| 206 RIDGE DRIVE | NAPLES | FL | 34108 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| NAPLES THERAPEUTIC RIDING CENTER | |||||||
| 206 RIDGE DRIVE | NAPLES | FL | 34108 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NAPLES THERAPEUTIC RIDING CENTER | |||||||
| 206 RIDGE DRIVE | NAPLES | FL | 34108 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| NAPLES THERAPEUTIC RIDING CENTER | |||||||
| 206 RIDGE DRIVE | NAPLES | FL | 34108 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NATIONAL SAWDUST | |||||||
| 80 N 6TH ST | BROOKLYN | NY | 11249 | PC | SUPPORT PROGRAMS FOR WOMEN COMPOSERS | $200,000 | |
| NEW YORK CITY BALLET | |||||||
| DAVID H KOCH THEATER | NEW YORK | NY | 10023 | PC | NEW BALLETS BY CHOREOGRAPHERS GIANNA REISEN AND EMMA PORTNER TO BE PREMIERED IN THE 2018-2019 SEASON | $100,000 | |
| NEW YORK CITY CENTER | |||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | PC | SUPPORT CAPACITY BUILDING INITIATIVES | $100,000 | |
| NEW YORK CITY CENTER | |||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | PC | SUPPORT NEW YORK CITY CENTER'S 75TH ANNIVERSARY COMMISSIONING INITIATIVE | $100,000 | |
| NEW YORK COMMUNITY TRUST | |||||||
| 909 THIRD AVE 22ND FL | NEW YORK | NY | 10022 | PC | SUPPORT ARTS AND CULTURAL, SOCIAL SERVICES, AND OTHER CHARITABLE ORGANIZATIONS | $100,000 | |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | SUPPORT THE WORLD PREMIERE OF ASHLEY FURE'S NEW WORK | $50,000 | |
| NORTH SHORE HOLIDAY HOUSE INC | |||||||
| 74 HUNTINGTON RD | HUNTINGTON | NY | 11743 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NYU - SCHOOL OF MEDICINE | |||||||
| ONE PARK AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NYU - SCHOOL OF MEDICINE | |||||||
| ONE PARK AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | PC | CRANIOFACIAL AND TRANSPLANTATION RESEARCH | $150,000 | |
| NYU - WOMEN BALLET CHOREOGRAPHERS | |||||||
| 20 COOPER SQUARE 2ND FLOOR | NEW YORK | NY | 10003 | PC | SUPPORT THE VIRGINIA B. TOULMIN FELLOWSHIP FOR WOMEN LEADERS IN DANCE | $110,000 | |
| OPERA AMERICA | |||||||
| 330 7TH AVE | NEW YORK | NY | 10001 | PC | SUPPORT MENTORING EMERGING FEMALE COMPOSERS | $25,000 | |
| OPERA AMERICA | |||||||
| 330 7TH AVE | NEW YORK | NY | 10001 | PC | SUPPORT THE DIGITAL MEDIA INITIATIVE AND DISCOVERY AND COMMISSIONING GRANTS FOR FEMALE COMPOSERS | $25,000 | |
| PACIFIC NORTHWEST BALLET | |||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | PC | SUPPORT NEW VOICES: CHOREOGRAPHY AND PROCESS FOR YOUNG WOMEN IN DANCE | $25,000 | |
| PACIFIC NORTHWEST BALLET | |||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | PC | COMMISSION AND PREMIERE A NEW WORK BY CHOREOGRAPHER ROBYN MINEKO WILLIAMS | $25,000 | |
| PLANNED PARENTHOOD OF NEW YORK CITY INC | |||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | PC | REACHING HIGH-RISK NEW YORKERS WITH MOBILE HEALTH SERVICES AND PREVENTION | $100,000 | |
| PLANNED PARENTHOOD OF SW AND CENTRAL FL | |||||||
| 736 CENTRAL AVENUE | SARASOTA | FL | 34236 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| PLAYWRIGHT HORIZONS | |||||||
| 416 WEST 42ND STREET | NEW YORK | NY | 10036 | PC | WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM | $30,000 | |
| POPPA INC | |||||||
| 32 BROADWAY STE 1401 | NEW YORK | NY | 10004 | PC | SUPPORT OF THE SAFER (SUICIDE AWARENESS FOR EMERGENCY RESPONDERS) PROGRAM FOR THE NEW YORK POLICE | $150,000 | |
| PROFESSIONAL CHILDREN'S SCHOOL | |||||||
| 132 WEST 60TH STREET | NEW YORK | NY | 10023 | PC | VIRGINIA B. TOULMIN SCHOLARS PROGRAM | $100,000 | |
| RIVER FUND NEW YORK INC | |||||||
| 89-11 LEFFERTS BLVD | RICHMOND HILL | NY | 11418 | PC | GENERAL OPERATING SUPPORT: PROVIDE FOR HOMELESS AND THOSE IN POVERTY IN NYC | $25,000 | |
| SARASOTA OPERA ASSOCIATION | |||||||
| 61 N PINEAPPLE AVE | SARASOTA | FL | 34236 | PC | GENERAL OPERATING SUPPORT | $175,000 | |
| SARASOTA ORCHESTRA | |||||||
| 709 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | PC | GENERAL OPERATING SUPPORT | $225,000 | |
| SCHOOL OF AMERICAN BALLET | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | SUPPORT FEMALE CHOREOGRAPHERS UNDER THE TOULMIN SCHOLARS PROGRAM | $57,500 | |
| SEATTLE REPERTORY THEATRE | |||||||
| 155 MERCER ST | SEATTLE | WA | 98109 | PC | WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM | $30,000 | |
| SEATTLE SYMPHONY ORCHESTRA | |||||||
| 200 UNIVERSITY ST | SEATTLE | WA | 98101 | PC | COMMISSION AND PREMIERE A NEW WORK BY COMPOSER ANGELIQUE POTEAT | $25,000 | |
| SIGNATURE THEATRE | |||||||
| THE PERSHING SQUARE SIGNATURE | NEW YORK | NY | 10036 | PC | WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM | $30,000 | CENTER |
| SILVER HILL HOSPITAL | |||||||
| 208 VALLEY RD | NEW CANAAN | CT | 06840 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SILVER HILL HOSPITAL | |||||||
| 208 VALLEY RD | NEW CANAAN | CT | 06840 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SOHO REPERTORY THEATRE | |||||||
| 401 BROADWAY SUITE 300 | NEW YORK | NY | 10013 | PC | WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM | $30,000 | |
| SOMERSET HILLS LEARNING INSTITUTE | |||||||
| 1810 BURNT MILLS ROAD | BEDMINSTER | NJ | 07921 | PC | 1-TO-2 MATCHING GRANT ACHIEVED IN SUPPORT OF THE CENTER FOR CAREER ADVANCEMENT | $50,000 | |
| SOMERSET HILLS LEARNING INSTITUTE | |||||||
| 1810 BURNT MILLS ROAD | BEDMINSTER | NJ | 07921 | PC | CENTER FOR CAREER ADVANCEMENT AND THREE MEADOWS FARM | $100,000 | |
| SPOLETO FESTIVAL USA | |||||||
| 14 GEORGE ST | CHARLESTON | SC | 29401 | PC | RHIANNON GIDDENS/OMAR IBN SAID OPERA PROJECT | $25,000 | |
| SRQLAX INC | |||||||
| PO BOX 15153 | SARASOTA | FL | 34277 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| STEVE NASH FOUNDATION | |||||||
| 9400 SUGAR CIRCLE | ANCHORAGE | AK | 99507 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| STEVE RUMMLER HOPE NETWORK | |||||||
| 12800 WHITEWATER DRIVE SUITE 100 | MINNETONKA | MN | 55343 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SUNRISE ASSOCIATION | |||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | PC | SCHOLARSHIPS AND GENERAL OPERATING SUPPORT | $150,000 | |
| SUNRISE ASSOCIATION | |||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | PC | EMERGING CAMPS FUND | $150,000 | |
| SUNRISE ASSOCIATION | |||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| SUNRISE ASSOCIATION | |||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| SUNRISE ASSOCIATION | |||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | PC | GENERAL OPERATING SUPPORT. | $25,000 | |
| SYMPHONY SPACE | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SYMPHONY SPACE | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | PC | SUPPORT SYMPHONY SPACE'S GLOBAL ARTS: CULTURAL LITERACY AND HERITAGE PROGRAM | $25,000 | |
| THE AMERICAN CLASSICAL ORCHESTRA INC | |||||||
| 225 WEST 99TH STREET | NEW YORK | NY | 10025 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE FIRST TEE OF LAKE ERIE | |||||||
| PO BOX 351142 | TOLEDO | OH | 43635 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| THE JOYCE THEATER FOUNDATION INC | |||||||
| 175 EIGHTH AVE | NEW YORK | NY | 10011 | PC | SUPPORT THE JOYCE THEATER'S 2018 BALLET FESTIVAL | $50,000 | |
| THE JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | SCHOLARSHIPS FOR TOULMIN SCHOLARS IN THE VOCAL ARTS | $100,000 | |
| THE JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | SUPPORT FULL SCHOLARSHIPS FOR TWO VOCAL ARTS STUDENTS UNDER THE TOULMIN SCHOLARS PROGRAM | $115,000 | |
| THE JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | TOULMIN MENTORSHIP PROGRAM FOR FEMALE COMPOSERS | $100,000 | |
| THE NEW 42ND STREET | |||||||
| 229 W 42ND STREET | NEW YORK | NY | 10036 | PC | SUPPORT THE NEW 42ND STREET'S NEW VICTORY USHER CORPS | $50,000 | |
| THE PAINTED TURTLE | |||||||
| 1300 4TH STREET | SANTA MONICA | CA | 90401 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| THE PAINTED TURTLE | |||||||
| 1300 4TH STREET | SANTA MONICA | CA | 90401 | PC | SUPPORT OF THE NURSING PROGRAM | $150,000 | |
| VAIL VALLEY FOUNDATION | |||||||
| PO BOX 6550 | AVON | CO | 81620 | PC | NEW WORKS BY 4 FEMALE CHOREOGRAPHERS & 2 FEMALE COMPOSERS IN NOW: PREMIERES EVENING OF 2018 | $100,000 | |
| WATERMAN'S COMMUNITY CENTER | |||||||
| PO BOX 526 | NORTH HAVEN | ME | 04853 | PC | TWO INITIATIVES SUPPORTING WOMEN PLAYWRIGHTS | $50,000 | |
| YOUTH HAVEN | |||||||
| 5867 WHITAKER ROAD | NAPLES | FL | 34112 | PC | THERAPEUTIC CAMPUS: IMPLEMENTING THE NEUROSEQUENTIAL MODEL OF THERAPEUTICS | $125,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,885,375 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASOLO THEATRE | ||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | PC | SUPPORT ASOLO THEATRE'S ASSOCIATE DIRECTOR POSTION | $40,000 |
| CASE WESTERN RESERVE UNIVERSITY | ||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | PC | SUPPORT HALF OF THE TUITION FOR FOUR NEONATAL NURSING STUDENTS | $80,000 |
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER | ||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | SUPPORT COMMISSIONS BY EMERGING WOMEN COMPOSERS | $62,500 |
| IPPF WHR | ||||||
| 125 MAIDEN LN 9TH FL | NEW YORK | NY | 10038 | PC | EXPANDING SEXUAL AND REPRODUCTIVE HEALTH SERVICES FOR BOLIVIAN IMMIGRANTS IN ARGENTINA | $100,000 |
| NAPLES THERAPEUTIC RIDING CENTER | ||||||
| 206 RIDGE DRIVE | NAPLES | FL | 34108 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| NYU - CENTER FOR BALLET AND THE ARTS | ||||||
| 20 COOPER SQUARE 2ND FLOOR | NEW YORK | NY | 10003 | PC | SUPPORT THE VIRGINIA B. TOULMIN FELLOWSHIP FOR WOMEN LEADERS IN DANCE | $110,000 |
| OPERA AMERICA | ||||||
| 330 7TH AVE | NEW YORK | NY | 10001 | PC | SUPPORT THE DIGITAL MEDIA INITIATIVE AND DISCOVERY AND COMMISSIONING GRANTS FOR FEMALE COMPOSERS | $300,000 |
| PROFESSIONAL CHILDREN'S SCHOOL | ||||||
| 132 WEST 60TH STREET | NEW YORK | NY | 10023 | PC | VIRGINIA B. TOULMIN SCHOLARS PROGRAM (TWO PERFORMING ARTS STUDENTS PER YEAR) | $100,000 |
| SCHOOL OF AMERICAN BALLET | ||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | SUPPORT FEMALE CHOREOGRAPHERS UNDER THE TOULMIN SCHOLARS PROGRAM | $57,500 |
| SCRIPTED INC | ||||||
| 85 BROAD ST WEWORK 17TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $200,000 |
| SPOLETO FESTIVAL USA | ||||||
| 14 GEORGE ST | CHARLESTON | SC | 29401 | PC | RHIANNON GIDDENS/OMAR IBN SAID OPERA PROJECT | $25,000 |
| THE JUILLIARD SCHOOL | ||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | SUPPORT FULL SCHOLARSHIPS FOR TWO VOCAL ARTS STUDENTS UNDER THE TOULMIN SCHOLARS PROGRAM | $115,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,240,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,810 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,033,474 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,496 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,345,096 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,600,876 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,600,876 | 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 FEES | CategoryTxt |
| Amt | $74,300 | Amt |
| Net Investment Income | $55,725 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,575 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TRANSFERS FROM CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VII-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF CONTROLLED ENTITY: VIRGINIA B. TOULMIN IRREVOCABLE TRUSTEMPLOYER ID NO: 61-6399748ADDRESS: 10 WEST SECOND STREET, 26TH FLOOR, DAYTON, OH 45402DESCRIPTION OF TRANSFER: CASH TRANSFERS OF CONTRIBUTION RECEIVABLE FROM TRUST DURING THE YEARAMOUNT OF TRANSFER: NONETOTAL AMOUNT OF TRANSFERS FROM CONTROLLED ENTITIES: $80,000EXCESS BUSINESS HOLDING: NO | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $12,671,616 | EOYBookValueAmt |
| EOYFMV | $12,671,616 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $44,244,148 | EOYBookValueAmt |
| EOYFMV | $44,244,148 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,396,635 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,396,635 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $11,229,920 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $11,229,920 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLOBAL LONG/SHORT FUND | FMV | $9,151,867 | $9,151,867 |
| LIMITED PARTNERSHIP INTERESTS | FMV | $6,122,439 | $6,122,439 |
| OVERSEAS FUND | FMV | $6,149,996 | $6,149,996 |
| MUTUAL FUNDS/REITS | FMV | $26,706,891 | $26,706,891 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $47,316 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $210,781 | $255,699 | $255,699 |
| CONTRIBUTION RECEIVABLE | $167,825 | $163,318 | $163,318 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED CHANGE IN FAIR VALUE OF INVESTMENTS | $9,826,917 |
| GAIN/LOSS ON CONTRIBUTION RECEIVABLE | $4,507 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP EXPENSES | $0 | $126,454 | $0 |
| OFFICE EXPENSES | $6,967 | $2,787 | $2,787 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $143,623 | ||
| CLASS ACTION SETTLEMENTS | $9,224 | $9,224 | $9,224 |
| EXCISE TAX - DEFERRED | $0 | $206,272 | $206,272 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $544,367 | BOYBookValueAmt |
| EOY Book Value | $338,095 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT AND ADVISORY FEES | $1,038,497 | $1,038,497 | $0 |
| INVESTMENT CONSULTANT | $57,125 | $57,125 | $0 |
| ADMINISTRATIVE SERVICES | $107,750 | $0 | $53,875 |
| CONSULTANTS | $188,643 | $0 | $188,643 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $113,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |