WILLIAM & MARY GREVE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM & MARY GREVE FOUNDATION INC (EIN 13-6020724)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349101030
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T09:26:59-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131610809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAGLE ROCK AVENUE STE 200 | AddressLine1Txt |
| City | EAST HANOVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136020724 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM & MARY GREVE FOUNDATIONINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2123077850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 LAFAYETTE STREET NO 1002 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY C M KISER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123077850 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH AVERY | PreparerPersonNm |
| PTIN | P01470673 | PTIN |
| Phone | 9739293500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.255.121.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 10:12:14 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CEB558CCA9CFEBD3D85A882ECEF52BFEDD26C4FD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 258F858565E5FE04AD1D1A238FCDE06F0EF69E1E | 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 | $24,178,387 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,714 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,714 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $251,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $251,461 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $841,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,273,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $756,764 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$40,240 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,376 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,062,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,020,315 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $157,082 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $78,541 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,541 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $161,644 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $80,822 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $80,822 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $146,109 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $73,055 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $73,055 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $138,358 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $34,590 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $103,769 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,532 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,149 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,383 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $265,457 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $170,725 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $92,352 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,485 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,359 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,424 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,212 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $129,422 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $64,711 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $64,711 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $51,219 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $51,219 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78,937 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,647 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,265 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,188,669 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $582,811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $593,117 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,539,216 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,539,216 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,727,885 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $582,811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,132,333 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,665,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $437,504 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $357,102 | CashBOYAmt |
| Cash EOY | $49,121 | CashEOYAmt |
| Cash EOYFMV | $49,121 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,747,078 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,304,217 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,304,217 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $40,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $7,522 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,605 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,605 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $13,939,363 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,905,186 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,905,186 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,049,140 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,676,064 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,676,064 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $264,163 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $87,783 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $136,850 | LandBOYAmt |
| Land EOY | $176,380 | LandEOYAmt |
| Land EOYFMV | $176,380 | LandEOYFMVAmt |
| Other Assets BOY | $19,330 | OtherAssetsBOYAmt |
| Other Assets EOY | $59,814 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $59,814 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,296,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,178,387 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,178,387 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $142,715 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $221,469 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $142,715 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $221,469 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $23,153,670 | UnrestrictedBOYAmt |
| Unrestricted EOY | $23,956,918 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,153,670 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,956,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,296,385 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,178,387 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,153,670 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,665,782 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,519,138 | OtherIncreasesAmt |
| Subtotal | $24,007,026 | SubtotalAmt |
| Other Decreases | $50,108 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,956,918 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| US TRUST - 0319 | $480,960 | $444,708 | $36,252 | $36,252 | |
| US TRUST - 0319 | $1,490,083 | $926,563 | $563,520 | $563,520 | |
| AG REALTY FUND VIII LP | $31,850 | $31,850 | $31,850 | ||
| AG REALTY FUND VIII LP | $1,446 | $1,446 | $1,446 | ||
| AG REALTY FUND VIII LP | $8,154 | -$8,154 | -$8,154 | P | |
| BRUCKMANN, ROSSER, SHERRILL LP | $9,151 | -$9,151 | -$9,151 | ||
| LEEDS EQUITY PARTNERS IV LP | $431 | $431 | $431 | ||
| SEMPER VIC PARTNERS (QP) LP | $2 | $2 | $2 | ||
| SEMPER VIC PARTNERS (QP) LP | $2,826 | $2,826 | $2,826 | ||
| SEG PARTNERS LP | $43,728 | -$43,728 | -$43,728 | ||
| SEG PARTNERS LP | $168,595 | $168,595 | $168,595 | ||
| CAPITAL GAINS DIVIDENDS | $12,875 | $12,875 | $12,875 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $756,764 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,112,183 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,457,738 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090042 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,035,970 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,261,835 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080595 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,248,047 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,819,792 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087067 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,137,628 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,017,390 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085446 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,195,857 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,459,408 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089776 | DistributionYr5Rt |
| Total Distribution | 0.432926 | TotalDistributionRt |
| Average Distribution | 0.086585 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,220,483 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,010,546 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,375 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,014,921 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,132,333 | 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 | $4,375 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,375 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,410 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,410 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $28,035 | OverpaymentAmt |
| Applied To ES Tax | $28,035 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANTHONY C M KISER | IndividualWithBooksNm |
| Phone | 2123077850 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 LAFAYETTE STREET SUITE 1002 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN W KISER III | ||||||||
| 210 POPHAMS FORD RD | SPERRYVILLE | VA | 22740 | CHAIRMAN, DIRECTOR | 1.00 | $67,750 | $0 | $0 |
| ANTHONY CM KISER | ||||||||
| 270 LAFAYETTE STREET | NEW YORK | NY | 10012 | PRESIDENT, DIRECTOR | 30.00 | $122,000 | $24,000 | $0 |
| JENNIFER FRANKLIN | ||||||||
| C/O STB 425 LEXINGTON AVE | NEW YORK | NY | 10017 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JAMES MOTT CLARK JR | ||||||||
| 270 LAFAYETTE STREET | NEW YORK | NY | 10012 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA ROSENBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 270 LAFAYETTE STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ADMINISTRA | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $153,324 | CompensationAmt |
| Employee Benefits | $24,000 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SIMPSON THACHER & BARTLETT LLP | |||||
| 425 LEXINGTON AVENUE | NEW YORK | NY | 10017 | LEGAL SERVICES | $138,082 |
| SELECT EQUITY GROUP | |||||
| 380 LAFAYETTE STREET SIXTH FLR | NEW YORK | NY | 10003 | INVESTMENT MANAGEMENT & CUSTODIAL | $83,390 |
| 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 | $20,506,235 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,930,859 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $137,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,574,094 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,574,094 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $353,611 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,220,483 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,161,024 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,161,024 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,375 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,487 | IncomeTaxAmt |
| Total Tax | $7,862 | TotalTaxAmt |
| Distributable Before Adj | $1,153,162 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,153,162 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,153,162 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,132,333 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,132,333 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,375 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,127,958 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,153,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $996,304 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $919,258 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $983,112 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $819,944 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $995,197 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,713,815 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,132,333 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,153,162 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $979,171 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,692,986 | 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 | $996,304 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,696,682 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $919,258 | ExcessFromYear4Amt |
| Excess From Year3 | $983,112 | ExcessFromYear3Amt |
| Excess From Year2 | $819,944 | ExcessFromYear2Amt |
| Excess From Year1 | $995,197 | ExcessFromYear1Amt |
| Excess From Current Year | $979,171 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABDELKADER EDUCATION PROJECT | |||||||
| PO BOX 830 | ELKADER | IA | 52043 | NONE | PC | IN SUPPORT OF ANNUAL FORUM TO CONNECT CONTINENTS AND CULTURES. | $52,675 |
| AMERICAN AGORA FOUNDATION | |||||||
| 33 IRVING PLACE | NEW YORK | NY | 10003 | NONE | PC | IN SUPPORT OF LAPHAM'S QUARTERLY. | $50,000 |
| ARTISTS STRIVING TO END POVERTY INC FBO ARTS INSIDEOUT | |||||||
| 300 WEST 55 STREET APT 17P | NEW YORK | NY | 10019 | NONE | PC | TO SUPPORT THE COST OF STUDENTS TO TRAVEL TO SOUTH AFRICA TO WORK WITH CHILDREN LIVING WITH OR ORPHANED BECAUSE OF HIV. | $10,000 |
| BELLE MEADE EDUCATIONAL RESOURCES CENTER | |||||||
| 2 BELLE MEADE LANE | SPERRYVILLE | VA | 22740 | NONE | PC | TO SUPPORT OF COMMUNITY SERVICE PROJECTS AND INTERNSHIPS FOR HIGH SCHOOL STUDENTS. | $15,000 |
| BROOKLYN ACADEMY OF MUSIC INC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PC | SECOND INSTALLMENT OF A 2 YEAR GRANT IN SUPPORT OF THEIR INTERNSHIP PROGRAMS. | $20,000 |
| ST MARTIN OF TOURS PARISH | |||||||
| PO BOX 897 | CANAAN | CT | 06018 | NONE | PC | TO PROVIDE SUPPORT TO NEEDY INDIVIDUALS AND FAMILIES IN THE LOCAL COMMUNITY. | $5,000 |
| THE CHILD CARE AND LEARNING CENTER | |||||||
| PO BOX 520 | WASHINGTON | VA | 22747 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $20,000 |
| CHURCH OF CHRIST CONGREGATIONAL | |||||||
| 12 VILLAGE GREEN | NORFOLK | CT | 06058 | NONE | PC | TO PROVIDE SUPPORT TO NEEDY INDIVIDUALS AND FAMILIES IN THE LOCAL COMMUNITY. | $5,000 |
| CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK INC | |||||||
| 14 WALL STREET SUITE 4E | NEW YORK | NY | 10005 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $10,000 |
| EDIBLE SCHOOLYARD NEW YORK | |||||||
| 350 AVENUE X | BROOKLYN | NY | 11223 | NONE | PC | IN SUPPORT OF EDUCATIONAL PROGRAMS TO EMPOWER STUDENTS TO MAKE HEALTHIER CHOICES AND CHANGE THE WAY THEY EAT FOR LIFE. | $25,000 |
| ELIJAH INTERFAITH INSTITUTE USA INC | |||||||
| 46-60 156TH ST FLUSHING NY 11355 | NEW YORK | NY | 11355 | NONE | PC | TO ENGAGE THE CIVIC AND RELIGIOUS LEADERSHIP IN US AND EUROPE IN DISCUSSIONS ON HOW TO BETTER LIVE TOGETHER | $30,000 |
| FIDELITY CHARITABLE GIFT FUND - MARGOT KISER FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. | $30,000 |
| FREEDOM INSTITUTE INC | |||||||
| 515 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $5,000 |
| THE FUND FOR THE CITY OF NEW YORK FBO WISE PROJECT | |||||||
| 475 RIVERSIDE DRIVE SUITE 248 | NEW YORK | NY | 10115 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES OF WISE PROJECT. | $80,000 |
| THE FUND FOR THE CITY OF NEW YORK FBO RIDERS' ALLIANCE | |||||||
| 121 SIXTH AVE 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | IN SUPPORT OF ORGANIZING NYC SUBWAY AND BUS RIDERS INTO A POLITICAL CONSTITUENCY THAT CAN HOLD ELECTED OFFICIALS ACCOUNTABLE FOR INVESTING IN THE FUTURE OF MASS TRANSIT. | $25,000 |
| GEORGE WASHINGTON HIGH SCHOOL BASEBALL FUND | |||||||
| 549 AUDUBON AVENUE | NEW YORK | NY | 10040 | NONE | GOV | TO BUY SCHOOL BASEBALL UNIFORMS AND EQUIPMENT FOR NYC PUBLIC HIGH SCHOOL BASEBALL TEAM. | $10,000 |
| GLOBAL HEALTH DISRUPTED | |||||||
| 1550 RALEIGH STREET APT 207 | DENVER | CO | 80204 | NONE | PC | IN SUPPORT OF DEVELOPING CREATIVE WAYS OF EDUCATING THE PUBLIC ABOUT GLOBAL HEALTH ISSUES THROUGH THE ARTS. | $25,000 |
| GRAMERCY PARK BLOCK ASSOCIATION INC | |||||||
| 34 GRAMERCY PARK EAST | NEW YORK | NY | 10003 | NONE | PC | IN SUPPORT OF DIGITIZING THE FILES AND HISTORY OF THE TRUSTEES OF GRAMERCY PARK. | $25,000 |
| GREAT MOUNTAIN FOREST CORPORATION | |||||||
| 200 CANAAN MOUNTAIN ROAD | FALLS VILLAGE | CT | 06031 | NONE | POF | IN SUPPORT OF INTERN PROGRAM. | $25,000 |
| HOUSING PLUS SOLUTIONS | |||||||
| 4 WEST 43RD ST SUITE 316 | NEW YORK | NY | 10036 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $20,000 |
| CENTER FOR RELIGION AND DIPLOMACY | |||||||
| 1003 K STREET NW SUITE 400 | WASHINGTON | DC | 20001 | NONE | PC | FOR POLICY BASED RESEARCH PROJECT. | $25,000 |
| KENT PRESENTS INC | |||||||
| PO BOX 648 | KENT | CT | 06757 | NONE | PC | IN SUPPORT OF ANNUAL FESTIVAL. | $5,000 |
| KID PAN ALLEY | |||||||
| PO BOX 38 | WASHINGTON | VA | 22747 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $20,000 |
| LAND TRUST ALLIANCE INC | |||||||
| 1660 L ST NW | WASHINGTON | DC | 20036 | NONE | PC | TO HELP ADVANCE LAND TRUST SUCCESS, ESPECIALLY AMONG ALL-VOLUNTEER LAND TRUSTS ACROSS THE NORTHEAST. | $50,000 |
| MERRIMACK COLLEGE | |||||||
| 315 TURNPIKE STREET GL-55 | NORTH ANDOVER | MA | 01845 | NONE | PC | IN SUPPORT OF THE COSTS OF THE GOLDZIHER JOURNALISM PRIZE AWARD CEREMONY. | $6,000 |
| MERRIMACK COLLEGE | |||||||
| 315 TURNPIKE STREET GL-55 | NORTH ANDOVER | MA | 01845 | NONE | PC | IN SUPPORT OF THE COSTS OF THE GOLDZIHER JOURNALISM PRIZE AWARD. | $45,000 |
| MERRIMACK COLLEGE | |||||||
| 315 TURNPIKE STREET GL-55 | NORTH ANDOVER | MA | 01845 | NONE | PC | IN SUPPORT OF PUBLIC AWARENESS CAMPAIGN FOR YOUTH AND YOUNG ADULTS RELATING TO RESPECT OF SOCIAL, CULTURAL AND RELIGIOUS DIFFERENCES IN AMERICAN SOCIETY. | $40,000 |
| MOUNT DESERT LAND AND GARDEN PRESERVE | |||||||
| PO BOX 208 | SEAL HARBOR | ME | 04675 | NONE | PC | IN SUPPORT OF THE FIRST PHASE OF UNDERSTANDING HOW TO REPAIR THE DAM AT "GREAT POND" IN MAINE. | $10,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET | NEW YORK CITY | NY | 10011 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| NATURE CONSERVANCY FBO NATURE CONSERVANCY OF MONTANA | |||||||
| 32 SOUTH EWING STREET | HELENA | MT | 59601 | NONE | PC | IN SUPPORT OF CONTINUING THE TNC ROCKY MOUNTAIN FRONT PROGRAM, DEVOTED TO THE PRESERVATION OF OPEN SPACE, IN PARTNERSHIP WITH US FISH & WILDLIFE SERVICE AND THE CONSERVATION FUND. | $75,000 |
| NEW YORK HARBOR FOUNDATION INC | |||||||
| 550 WHEELER AVENUE | GOVERNORS ISLAND NY | NY | 11231 | NONE | PC | TO SUPPORT TEACHING AND MENTORING AT HARBOR SCHOOL AND TO ESTABLISH A NEW BOATBUILDING PROGRAM FOR YOUTHS IN NYC. | $35,000 |
| NORFOLK BOTANICAL GARDENS FOUNDATION | |||||||
| 6700 AZALEA GARDEN ROAD | NORFOLK | VA | 235185336 | NONE | PC | FOR GENERAL OPERATING EXPENSES. | $20,000 |
| THE NORTHWEST MUSIC ASSOCIATION INC | |||||||
| POBOX 446 | SALISBURY | CT | 06068 | NONE | PC | IN SUPPORT OF SUMMER SERIES CONCERTS. | $5,000 |
| OTHER CONTRIBUTIONS | |||||||
| 665 BROADWAY SUITE 1001 | NEW YORK | NY | 10012 | NONE | PC | OTHER CONTRIBUTIONS - $2,500 OR LESS - DETAIL AVALIABLE UPON REQUEST | $101,330 |
| PUBLIC ART FUND INC | |||||||
| 1 EAST 53RD ST 12 | NEW YORK | NY | 10022 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $10,000 |
| PUBLIC MEDIA NJ INC | |||||||
| 997 LENOX DR BLDG 3 | LAWRENCEVILLE | NJ | 086482311 | NONE | PC | IN SUPPORT OF INTERFAITH PROGRAM " A BISHOP,AN IMAN AND A RABBI: REAL TALK ABOUT HARD ISSUES". | $50,000 |
| RAPPAHANNOCK BENEVOLENT FUND | |||||||
| PO BOX 133 | WASHINGTON | VA | 22747 | NONE | PC | TO PROVIDE SUPPORT FOR PEOPLE IN DIRE ECONOMIC NEED IN RAPPAHANNOCK COUNTY. | $60,000 |
| RAPPAHANNOCK HISTORICAL SOCIETY INC | |||||||
| 328 GAY STREET PO BOX 261 | WASHINGTON | VA | 22747 | NONE | PC | IN SUPPORT OF PRESERVATION OF RAPPAHANNACK COUNTY'S HERITAGE. | $10,000 |
| RAPPAHANNOCK PANTRY INC | |||||||
| 603 MT SALEM AVENUE | WASHINGTON | VA | 22747 | NONE | PC | IN SUPPORT OF A FOOD PANTRY FOR LOW INCOME FAMILIES. | $10,000 |
| RELIGIONS FOR PEACE USA INC | |||||||
| 777 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PC | IN SUPPORT OF THE GENERAL OPERATING EXPENSES OF THE "OUR MUSLIM NEIGHBOR" PROJECT. | $13,211 |
| SCAN NEW YORK VOLUNTEER PARENT-AIDES ASSOCIATION INC | |||||||
| 345 EAST 102ND ST | NEW YORK | NY | 10029 | NONE | PC | IN SUPPORT OF A VIOLENCE PREVENTION PROGRAM FOR HIGH RISK CHILDREN AND FAMILIES IN EAST HARLEM AND SOUTH BRONX. | $10,000 |
| SECOND STAGE THEATRE | |||||||
| 305 WEST 43RD ST | NEW YORK | NY | 10036 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $25,000 |
| SECOND STAGE THEATRE | |||||||
| 305 WEST 43RD ST | NEW YORK | NY | 10036 | NONE | PC | IN SUPPORT OF PLAY COMMISSION. | $25,000 |
| SETON HALL UNIVERSITY FBO SCHOOL OF DIPLOMACY AND INTERNATIONAL RELATIONS | |||||||
| 400 SOUTH ORANGE AVE | SOUTH ORANGE | VA | 07079 | NONE | PC | IN SUPPORT OF THE EMIR ABD EL KEDER FELLOWSHIP. | $45,000 |
| SHENANDOAH NATIONAL PARK TRUST | |||||||
| 404 EIGHT STREET NE SUITE D | CHARLOTTESVILLE | VA | 22902 | NONE | PC | IN SUPPORT OF SUMMER SAFARI EVENT. | $5,000 |
| SMITHSONIAN INSTITUTION FBO SMITHSONIAN CONSERVATION BIOLOGY INSTITUE | |||||||
| 1500 REMOUNT ROAD | FRONT ROYAL | VA | 22630 | NONE | GOV | IN SUPPORT OF SUMMER SAFARI EVENT. | $5,000 |
| SPERRYVILLE VOLUNTEER RESCUE SQUAD | |||||||
| PO BOX 178 | SPERRYVILLE | VA | 22740 | NONE | PC | IN SUPPORT OF TRAINING COSTS FOR NEW EMERGENCY MEDICAL TECHNICIANS. | $6,000 |
| ST ANN'S WAREHOUSE | |||||||
| 45 WATER STREET | BROOKLYN | NY | 11201 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $5,000 |
| SAINT DAVID'S SCHOOL | |||||||
| 12 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PC | IN SUPPORT OF INDEPENDENT SUMMER ENRICHMENT PROGRAM FOR LOW-INCOME STUDENTS. | $30,000 |
| TAKE THE FIELD INC | |||||||
| 270 LAFAYETTE ST SUITE 1002 | NEW YORK | NY | 10012 | NONE | PF | IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. | $25,000 |
| TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING | |||||||
| 254 WEST 31ST STREET 7TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | IN SUPPORT OF WORK ON COMBATING EXTREMISM AND RELIGIOUS HATRED. | $5,000 |
| THE COMMON GOOD INSTITUTE INC | |||||||
| 270 LAFAYETTE ST SUITE 1002 | NEW YORK | NY | 10012 | NONE | PC | IN SUPPORT OF LEGAL REFORM IN VARIOUS GOVERNMENT ADMINISTRATIVE, POLITICAL, ECONOMIC AND SOCIAL SCIENCE FIELDS. | $25,000 |
| THE FAUQUIER FREE CLINIC INC | |||||||
| PO BOX 3138 | WARRENTON | VA | 201881838 | NONE | PC | TO SUPPORT THE PROVISION OF MEDICAL, MENTAL AND DENTAL CARE TO NEEDY INDIVIDUALS IN THE COMMUNITY. | $15,000 |
| THE PARIS REVIEW FOUNDATION INC | |||||||
| 544 WEST 27TH ST 3RD FLOOR | NEW YORK | NY | 10007 | NONE | PC | IN CONTINUING SUPPORT OF PROGRAMS TO WORK WITH YOUNG FICTION WRITERS, JOURNALISTS, POETS, AND PHOTOGRAPHERS TO GIVE THEM CRUCIAL EXPOSURE AND SUPPORT. | $25,000 |
| THE PARIS REVIEW FOUNDATION INC | |||||||
| 544 WEST 27TH ST 3RD FLOOR | NEW YORK | NY | 10007 | NONE | PC | IN SUPPORT OF WEB AND DIGITAL OPERATIONS. | $15,000 |
| SALVATION ARMY | |||||||
| 2626 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20037 | NONE | PC | IN SUPPORT OF THE TURNING POINT CENTER IN WASHINGTON DC. | $10,000 |
| THE URBAN ASSEMBLY INC | |||||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10004 | NONE | PC | IN SUPPORT OF A NETWORK OF NYC PUBLIC SCHOOLS MANAGED BY URBAN ASSEMBLY TO PROVIDE GUIDANCE ON COLLEGE ADMISSIONS AND CAREER COUNSELING. | $25,000 |
| TOWN OF NORFOLK | |||||||
| 19 MAPLE AVENUE | NORFOLK | CT | 06058 | NONE | GOV | TO PROVIDE SUPPORT TO NEEDY INDIVIDUALS AND FAMILIES IN THE LOCAL COMMUNITY. | $5,000 |
| VIRGINIA CENTER FOR THE CREATIVE ARTS | |||||||
| 154 SAN ANGELO DRIVE | AMHERST | VA | 24521 | NONE | PC | IN SUPPORT OF THE ARTS AND CREATIVE WORKS. | $10,000 |
| THE VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | |||||||
| 200 N BOULEVARD | RICHMOND | VA | 232204007 | NONE | PC | IN SUPPORT OF THE "VMFA ON THE ROAD" PROJECT | $30,000 |
| WAKEFIELD COUNTRY DAY SCHOOL INC | |||||||
| PO BOX 739 | FLINT HILL | VA | 22627 | NONE | PC | TO SUPPORT TUITION ASSISTANCE TO DESERVING STUDENTS. | $25,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | PC | IN SUPPORT OF THE CAPITAL CAMPAIGN FOR THE WHITNEY'S NEW BUILDING CONSTRUCTION AND EXPANDED PROGRAMS AND ACTIVITIES. | $75,000 |
| WOMEN'S SUPPORT SERVICES | |||||||
| PO BOX 341 SHARON CT 06069 | SHARON | CT | 06069 | NONE | PC | IN SUPPORT OF GENEAL OPERATING EXPENSES. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,539,216 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABDELKADER EDUCATION PROJECT | |||||||
| PO BOX 830 | ELKADER | IA | 52043 | NONE | PC | IN SUPPORT OF ANNUAL FORUM TO CONNECT CONTINENTS AND CULTURES. | $47,325 |
| ARTISTS STRIVING TO END POVERTY INC FBO ARTS INSIDEOUT | |||||||
| 300 WEST 55 STREET APT 17P | NEW YORK | NY | 10019 | NONE | PC | TO SUPPORT THE COST OF STUDENTS TO TRAVEL TO SOUTH AFRICA TO WORK WITH CHILDREN LIVING WITH OR ORPHANED BECAUSE OF HIV. | $10,000 |
| BELLE MEADE EDUCATIONAL RESOURCES CENTER | |||||||
| 2 BELLE MEADE LANE | SPERRYVILLE | VA | 22740 | NONE | PC | TO SUPPORT COMMUNITY SERVICE PROJECTS AND INTERNSHIPS FOR HIGH SCHOOL STUDENTS. | $20,000 |
| CASTLETON FESTIVAL | |||||||
| 633 CASTLETON VIEW ROAD | CASTLETON | VA | 22716 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $15,000 |
| CENTER FOR RELIGION AND DIPLOMACY | |||||||
| 1003 K STREET NW SUITE 400 | WASHINGTON | DC | 20001 | NONE | PC | FOR POLICY BASED RESEARCH PROJECT. | $25,000 |
| CHURCH OF CHRIST CONGREGATIONAL | |||||||
| 12 VILLAGE GREEN | NORFOLK | CT | 06058 | NONE | PC | IN SUPPORT OF THE CHAPEL WINDOW PROJECT. | $10,000 |
| CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK INC | |||||||
| 14 WALL STREET SUITE 4E | NEW YORK | NY | 10005 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $10,000 |
| EDIBLE SCHOOLYARD NEW YORK | |||||||
| 350 AVENUE X | BROOKLYN | NY | 11223 | NONE | PC | IN SUPPORT OF EDUCATIONAL PROGRAMS TO EMPOWER STUDENTS TO MAKE HEALTHIER CHOICES AND CHANGE THE WAY THEY EAT FOR LIFE. | $5,000 |
| FAITH & CULTURE CENTER | |||||||
| 2505 BROOME STREET | NASHVILLE | TN | 37135 | NONE | PC | IN SUPPORT OF THE "OUR MUSLIM NEIGHBOR" PROJECT. | $50,000 |
| FIDELITY CHARITABLE GIFT FUND - MARGOT KISER FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. | $30,000 |
| THE FUND FOR THE CITY OF NEW YORK FBO RIDERS ALLIANCE | |||||||
| 121 SIXTH AVE 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | IN SUPPORT OF ORGANIZING NYC SUBWAY AND BUS RIDERS INTO A POLITICAL CONSTITUENCY THAT CAN HOLD ELECTED OFFICIALS ACCOUNTABLE FOR INVESTING IN THE FUTURE OF MASS TRANSIT. | $15,000 |
| GLOBAL HEALTH DISRUPTED | |||||||
| 1550 RALEIGH STREET APT 207 | DENVER | CO | 80204 | NONE | PC | IN SUPPORT OF DEVELOPING CREATIVE WAYS OF EDUCATING THE PUBLIC ABOUT GLOBAL HEALTH ISSUES THROUGH THE ARTS. | $45,000 |
| GREAT MOUNTAIN FOREST CORPORATION | |||||||
| 200 CANAAN MOUNTAIN ROAD | FALLS VILLAGE | CT | 06031 | NONE | POF | TO UNDERWRITE THE SUMMER INTERN PROGRAM, TO UNDERWRITE A NEW EXECUTIVE DIRECTOR'S COMPENSATION, AND/OR FOR GENERAL OPERATING EXPENSES. | $50,000 |
| HAMILTON CENTER INC | |||||||
| 610 COOLIDGE STREET | WESTFIELD | NJ | 07090 | NONE | PC | IN SUPPORT OF EDUCATIONAL PROGRAMS FOR NEEDY CHILDREN. | $25,000 |
| KID PAN ALLEY | |||||||
| PO BOX 38 | WASHINGTON | VA | 22747 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $20,000 |
| MERRIMACK COLLEGE | |||||||
| 315 TURNPIKE STREET S -8 | NORTH ANDOVER | MA | 01845 | NONE | PC | IN SUPPORT OF PUBLIC AWARENESS CAMPAIGN FOR YOUTH AND YOUNG ADULTS AND THE GOLDZIHER JOURNALISM PRIZE AWARD. | $48,000 |
| NATURE CONSERVANCY FBO NATURE CONSERVANCY OF MONTANA | |||||||
| 32 SOUTH EWING STREET | HELENA | MT | 59601 | NONE | PC | IN SUPPORT OF CONTINUING THE TNC ROCKY MOUNTAIN FRONT PROGRAM, DEVOTED TO THE PRESERVATION OF OPEN SPACE, IN PARTNERSHIP WITH US FISH & WILDLIFE SERVICE AND THE CONSERVATION FUND. | $50,000 |
| NEW YORK HARBOR FOUNDATION FBO BILLION OYSTER PROJECT | |||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | NONE | PC | IN SUPPORT OF A PILOT BOATBUILDING PROGRM INVOLVING BROOKLYN MIDDLE-SCHOOL STUDENTS. | $50,000 |
| NORFOLK BOTANICAL GARDENS FOUNDATION | |||||||
| 6700 AZALEA GARDEN ROAD | NORFOLK | VA | 235185336 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $250,000 |
| NORFOLK FOUNDATION INC | |||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | NONE | POF | IN SUPPORT OF (A) THE RENOVATION OF NORFOLK FOUNDATION HEADQUARTERS, (B) THE CITY MEADOW PROJECT TO BUILD A NEW PUBLIC PARK IN THE CENTER OF NORFOLK, CONNECTICUT, AND/OR (C) THE RENOVATION OF THE ART BARN FOR USE BY THE YALE SUMMER SCHOOLS OF ART AND MUSIC. | $50,000 |
| NORFOLK FOUNDATION INC | |||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | NONE | POF | IN SUPPORT OF (A) THE RENOVATION OF NORFOLK FOUNDATION HEADQUARTERS, (B) THE CITY MEADOW PROJECT TO BUILD A NEW PUBLIC PARK IN THE CENTER OF NORFOLK, CONNECTICUT, AND/OR (C) THE RENOVATION OF THE ART BARN FOR USE BY THE YALE SUMMER SCHOOLS OF ART AND MUSIC. | $90,000 |
| NORTHWEST CONNECTICUT COMMUNITY FOUNDATION | |||||||
| 33 EAST MAIN STREET PO BOX 1144 | TORRINGTON | CT | 06790 | NONE | PC | TO PROVIDE SUPPORT TO NEEDY INDIVIDUALS AND FAMILIES IN THE NORFOLK, CT COMMUNITY. | $20,000 |
| PUBLIC ART FUND INC | |||||||
| 1 EAST 53RD ST 12 | NEW YORK | NY | 10022 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $20,000 |
| RAPPAHANNOCK BENEVOLENT FUND | |||||||
| PO BOX 133 | WASHINGTON | VA | 22747 | NONE | PC | TO PROVIDE SUPPORT FOR PEOPLE IN DIRE ECONOMIC NEED IN RAPPAHANNOCK COUNTY. | $60,000 |
| RAPPAHANNOCK HISTORICAL SOCIETY INC | |||||||
| 328 GAY STREET PO BOX 261 | WASHINGTON | VA | 22747 | NONE | PC | IN SUPPORT OF PRESERVATION OF RAPPAHANNACK COUNTY'S HERITAGE. | $10,000 |
| RAPPAHANNOCK PANTRY INC | |||||||
| 603 MT SALEM AVENUE | WASHINGTON | VA | 22747 | NONE | PC | IN SUPPORT OF A FOOD PANTRY FOR LOW INCOME FAMILIES. | $10,000 |
| S ENGELHARD CENTER FOR THE STUDY AND SUPPORT OF EDUCATION | |||||||
| 1818 R ST NW | WASHINGTON | DC | 20009 | NONE | PC | IN SUPPORT OF THE "BRINGING THEORY TO PRACTICE" PROJECT. | $25,000 |
| SCENIC HUDSON | |||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | NONE | PC | IN SUPPORT OF GENERAL OPERATIONS AIMED AT PROTECTING THE HUDSON RIVER VALLEY AND INCREASING PUBLIC ACCESS TO THE HUDSON RIVER. | $100,000 |
| SECOND STAGE THEATRE | |||||||
| 305 WEST 43RD ST | NEW YORK | NY | 10036 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $25,000 |
| SOUTH CAROLINA COASTAL CONSERVATION LEAGUE INC | |||||||
| PO BOX 1765 | CHARLSTON | SC | 29402 | NONE | PC | IN SUPPORT OF PROTECTING THE NATURAL ENVIRONMENT OF THE SOUTH CAROLINA COAST. | $25,000 |
| SAINT DAVID'S SCHOOL | |||||||
| 12 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PC | IN SUPPORT OF INDEPENDENT SUMMER ENRICHMENT PROGRAM FOR LOW-INCOME STUDENTS. | $25,000 |
| ST PAUL'S SCHOOL | |||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | NONE | PC | IN SUPPORT OF THE ALUMNI FUND. | $50,000 |
| TAKE THE FIELD INC | |||||||
| 270 LAFAYETTE ST SUITE 1002 | NEW YORK | NY | 10012 | NONE | PF | IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. | $25,000 |
| TAKE THE FIELD INC | |||||||
| 270 LAFAYETTE ST SUITE 1002 | NEW YORK | NY | 10012 | NONE | PF | IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. | $50,000 |
| THE COMMON GOOD INSTITUTE INC | |||||||
| 270 LAFAYETTE ST SUITE 1002 | NEW YORK | NY | 10012 | NONE | PC | IN SUPPORT OF LEGAL REFORM IN VARIOUS GOVERNMENT ADMINISTRATIVE, POLITICAL, ECONOMIC AND SOCIAL SCIENCE FIELDS. | $15,000 |
| THE FUND FOR THE CITY OF NEW YORK FBO 1 ON 1 PROJECT | |||||||
| 121 AVE OF THE AMERICAS 6TH FL | NEW YORK | NY | 10013 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $50,000 |
| THE PARIS REVIEW FOUNDATION INC | |||||||
| 544 WEST 27TH ST 3RD FLOOR | NEW YORK | NY | 10007 | NONE | PC | IN SUPPORT OF WEB AND DIGITAL OPERATIONS AND BLOG WRITER FEES. | $15,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 666 BROADWAY 9TH FL | NEW YORK | NY | 10012 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 |
| THE URBAN ASSEMBLY INC | |||||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10004 | NONE | PC | IN SUPPORT OF A NETWORK OF NYC PUBLIC SCHOOLS MANAGED BY URBAN ASSEMBLY TO PROVIDE GUIDANCE ON COLLEGE ADMISSIONS AND CAREER COUNSELING. | $25,000 |
| VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | |||||||
| 200 N BOULEVARD | RICHMOND | VA | 23220 | NONE | PC | IN SUPPORT OF "VMFA ON THE ROAD" PROJECT. | $15,000 |
| WAKEFIELD COUNTRY DAY SCHOOL INC | |||||||
| PO BOX 739 | FLINT HILL | VA | 22627 | NONE | PC | TO SUPPORT TUITION ASSISTANCE TO DESERVING STUDENTS. | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,545,325 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,714 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $251,461 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,376 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $84,404 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $756,764 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| ORDINARY BUSINESS INCOME | 900099 | $28,620 | ||
| CANCELLATION OF DEBT INCOME | 900099 | $2,263 | ||
| SECTION 988 LOSS | 18 | -$5,679 | ||
| AG REALTY FUND VIII | 900099 | -$53,305 | 14 | -$14,515 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $61,982 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,000,121 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,062,103 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDITING & TAX | CategoryTxt |
| Amt | $37,532 | Amt |
| Net Investment Income | $28,149 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,383 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (59 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| OFFICE FURNISHINGS & EQUIPMENT | 2005-07-01 | $27,406 | $27,406 | SL | 5.000000000000 | $0 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2005-07-01 | $73,748 | $73,748 | SL | 7.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2006-07-01 | $10,218 | $10,218 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2007-07-01 | $16,746 | $16,746 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2011-07-01 | $1,093 | $1,093 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2012-07-01 | $11,153 | $10,039 | SL | 5.000000000000 | $1,114 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2013-01-01 | $5,385 | $3,770 | SL | 5.000000000000 | $1,077 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2014-12-31 | $9,523 | $5,590 | SL | 5.000000000000 | $1,905 | $0 | |
| ARTWORK | 1994-07-01 | $2,000 | $1,000 | NC | $0 | $0 | 0.000000000000 | |
| ARTWORK | 1997-07-01 | $20,000 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1998-07-01 | $4,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1999-07-01 | $7,800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1999-07-01 | $3,800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1999-07-01 | $2,000 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $4,900 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $2,300 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $4,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $1,775 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $1,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1997-07-01 | $2,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $4,675 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2002-07-01 | $1,353 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2005-07-01 | $5,900 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2005-07-01 | $1,203 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2005-07-01 | $1,204 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $2,579 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $1,100 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $2,960 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $3,150 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $1,980 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $1,992 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $2,110 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,172 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $510 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $3,960 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,600 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $950 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $2,700 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $985 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $3,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $310 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2008-07-01 | $2,083 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2008-07-01 | $936 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2009-07-01 | $1,300 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2011-07-01 | $1,169 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2011-07-01 | $2,751 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2012-07-01 | $1,080 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2012-07-01 | $2,430 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2013-07-01 | $5,095 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2013-07-01 | $827 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2014-07-01 | $2,200 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2014-07-01 | $950 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2015-07-01 | $2,048 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,750 | NC | $0 | $0 | 0.000000000000 | ||
| FULLY DEPRECIATED ASSETS TO TIE TO BOOKS | 1999-07-01 | $3,498 | $3,497 | SL | 10.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2017-07-20 | $47,954 | SL | 5.000000000000 | $4,328 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| TAKE THE FIELD INC | ||||||||||
| 270 LAFAYETTE STREET SUITE 1002 | NEW YORK | NY | 10012 | 2017-02-06 | $25,000 | IN SUPPORT OF THE CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. | $25,000 | 06/30/17 | 2017-06-30 | |
| GREAT MOUNTAIN FOREST CORPORATION | ||||||||||
| 200 CANAAN MOUNTAIN ROAD | FALLS VILLAGE | CT | 06031 | 2017-01-05 | $25,000 | INTERN PROGRAM FOR UNDERGRADUATE STUDENTS IN FORESTRY AND WILDLIFE PROGRAMS. | $25,000 | 6/30/17 | 2017-06-14 | EXPENSES INCURRED CONFORM TO THE TERMS OF THE GRANT AGREEMENT FOR:SALARIES AND EQUIPMENT. |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | AG REALTY FUND VIII LP | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $84,404 | GrossSalesPriceAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $84,404 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VIII, SECTION 1 | FormAndLineReferenceDesc |
| Medium Explanation | INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUDATION MANAGERS, HIGHLY PAID EMPLOYEES, AND CONTRACTORS.MS. FRANKLIN IS COUNSEL AT SIMPSON THACHER & BARTLETT LLP WHICH IS COMPENSATED AS LEGAL COUSEL TO THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST SELECT EQUITIES LP | $3,736,784 | $3,736,784 |
| US TRUST SOLARIS FUNDS | $11,558,948 | $11,558,948 |
| SEMPER VIC PARTNERS QP LP | $1,609,454 | $1,609,454 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEG PARTNERS OFFSHORE LTD. | FMV | $2,949,067 | $2,949,067 |
| EXCELSIOR VENTURE PARTNERS III LLC | FMV | $90,989 | $90,989 |
| LEEDS EQUITY PARTNERS IV LP | FMV | $201,260 | $201,260 |
| BRUCKMAN, ROSSER, SHERRILL LP | FMV | $124,358 | $124,358 |
| AG REALTY FUND VIII LP | FMV | $1,103,344 | $1,103,344 |
| INVESTMENTS IN FOREIGN PARTNERSHIPS | FMV | $207,046 | $207,046 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (58 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNISHINGS & EQUIPMENT | $27,406 | $27,406 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $10,218 | $10,218 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $16,746 | $16,746 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $1,093 | $1,093 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $11,153 | $11,153 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $5,385 | $4,847 | $538 |
| OFFICE FURNISHINGS & EQUIPMENT | $9,523 | $7,495 | $2,028 |
| ARTWORK | $2,000 | $1,000 | $1,000 |
| ARTWORK | $20,000 | $0 | $20,000 |
| ARTWORK | $4,500 | $0 | $4,500 |
| ARTWORK | $7,800 | $0 | $7,800 |
| ARTWORK | $3,800 | $0 | $3,800 |
| ARTWORK | $2,000 | $0 | $2,000 |
| ARTWORK | $4,900 | $0 | $4,900 |
| ARTWORK | $800 | $0 | $800 |
| ARTWORK | $2,300 | $0 | $2,300 |
| ARTWORK | $4,500 | $0 | $4,500 |
| ARTWORK | $1,775 | $0 | $1,775 |
| ARTWORK | $1,500 | $0 | $1,500 |
| ARTWORK | $2,500 | $0 | $2,500 |
| ARTWORK | $4,675 | $0 | $4,675 |
| ARTWORK | $1,353 | $0 | $1,353 |
| ARTWORK | $5,900 | $0 | $5,900 |
| ARTWORK | $1,203 | $0 | $1,203 |
| ARTWORK | $1,204 | $0 | $1,204 |
| ARTWORK | $2,579 | $0 | $2,579 |
| ARTWORK | $1,100 | $0 | $1,100 |
| ARTWORK | $2,960 | $0 | $2,960 |
| ARTWORK | $3,150 | $0 | $3,150 |
| ARTWORK | $1,980 | $0 | $1,980 |
| ARTWORK | $1,992 | $0 | $1,992 |
| ARTWORK | $800 | $0 | $800 |
| ARTWORK | $2,110 | $0 | $2,110 |
| ARTWORK | $1,172 | $0 | $1,172 |
| ARTWORK | $510 | $0 | $510 |
| ARTWORK | $3,960 | $0 | $3,960 |
| ARTWORK | $1,600 | $0 | $1,600 |
| ARTWORK | $950 | $0 | $950 |
| ARTWORK | $2,700 | $0 | $2,700 |
| ARTWORK | $985 | $0 | $985 |
| ARTWORK | $3,500 | $0 | $3,500 |
| ARTWORK | $310 | $0 | $310 |
| ARTWORK | $1,500 | $0 | $1,500 |
| ARTWORK | $2,083 | $0 | $2,083 |
| ARTWORK | $936 | $0 | $936 |
| ARTWORK | $1,300 | $0 | $1,300 |
| ARTWORK | $1,169 | $0 | $1,169 |
| ARTWORK | $2,751 | $0 | $2,751 |
| ARTWORK | $1,080 | $0 | $1,080 |
| ARTWORK | $2,430 | $0 | $2,430 |
| ARTWORK | $5,095 | $0 | $5,095 |
| ARTWORK | $827 | $0 | $827 |
| ARTWORK | $2,200 | $0 | $2,200 |
| ARTWORK | $950 | $0 | $950 |
| ARTWORK | $2,048 | $0 | $2,048 |
| ARTWORK | $1,750 | $0 | $1,750 |
| FULLY DEPRECIATED ASSETS TO TIE TO BOOKS | $3,498 | $3,497 | $1 |
| OFFICE FURNISHINGS & EQUIPMENT | $47,954 | $4,328 | $43,626 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $138,358 | LegalFeesAmt |
| Net Investment Income | $34,590 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $103,769 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $19,330 | $29,654 | $29,654 |
| PREPAID TAXES | $30,160 | $30,160 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $50,108 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $8,775 | $4,388 | $4,388 |
| DUES & SUBSCRIPTIONS | $1,852 | $1,492 | $360 |
| OFFICE OPERATING EXPENSES | $17,964 | $8,969 | $8,969 |
| NYS CHARITY FILING FEES | $750 | $0 | $750 |
| MOVING EXPENSES | $49,596 | $24,798 | $24,798 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AG REALTY FUND VIII LP - ADJUSTMENT | $388 | $388 | $388 |
| SEMPER VIC PARTNERS (QP) LP | $1,471 | $1,471 | $1,471 |
| SEG PARTNERS LP | $307 | $307 | $307 |
| US TRUST CO - 0319 | $210 | $210 | $210 |
| ORDINARY BUSINESS INCOME | $28,620 | $28,620 | |
| CANCELLATION OF DEBT INCOME | $2,263 | $2,263 | |
| SECTION 988 LOSS | -$5,679 | -$5,679 | |
| AG REALTY FUND VIII | -$67,820 | -$67,820 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED LOSS | $2,505,413 |
| OVERACCRUED EXCISE TAX | $13,222 |
| INCOME ON BOOKS NOT TAX | $503 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES AND OTHER PAYABLES | $56,706 | $85,352 |
| DEFERRED FEDERAL EXCISE TAX | $86,009 | $136,117 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY & REPORTING FEES | $9,778 | $9,778 | $0 |
| INVESTMENT MANAGEMENT | $159,146 | $156,765 | $0 |
| CONSULTING | $94,404 | $3,117 | $91,287 |
| PROFESSIONAL FEES | $2,129 | $1,065 | $1,065 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $4,841 | $4,841 | $0 |
| FEDERAL BUSINESS TAX | $3,845 | $0 | $0 |
| NEW YORK STATE UBT | $2,281 | $0 | $0 |
| TAX EXPENSE | $3,518 | $3,518 | $0 |