OVERBROOK FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OVERBROOK FOUNDATION (EIN 13-6088860)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201713129349101081
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other 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 | 2017-11-08T14:17:21-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 East 42nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136088860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OVERBROOK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OVER | BusinessNameControlTxt |
| Phone | 2126039996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET No 565 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN FOSTER | PersonNm |
| Person Title | PRES./CEO | PersonTitleTxt |
| Phone | 2126039996 | PhoneNum |
| Signature | 2017-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $155,010,076 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,070,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,096,033 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,338,264 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,263,332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $197,734 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $230,095 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$1,070,207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,326,128 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $624,268 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $227,904 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $387,556 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $523,587 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,379 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $516,208 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $337,461 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $38,725 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $296,513 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $80,197 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $54,248 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,949 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,224,503 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,130,703 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $93,800 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $21,042 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $21,042 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,732 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,701 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $75,955 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $224,995 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $22,500 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $202,683 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $62,447 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $62,447 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75,394 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $72,989 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,307,531 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,549,983 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,668,096 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,132,284 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,124,784 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,439,815 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,549,983 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,792,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,510,022 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,874,356 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,398,755 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,398,755 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $67,621 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $263,393 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $241,241 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $241,241 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $72,137,716 | CorporateStockBOYAmt |
| Corporate Stock EOY | $94,006,197 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $94,006,197 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $59,631,148 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,465,870 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,465,870 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $843,863 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $333,780 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $574,718 | LandBOYAmt |
| Land EOY | $510,083 | LandEOYAmt |
| Land EOYFMV | $510,083 | LandEOYFMVAmt |
| Other Assets BOY | $431,676 | OtherAssetsBOYAmt |
| Other Assets EOY | $387,930 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $387,930 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $155,980,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $155,010,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $155,010,076 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $183,985 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $160,072 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,660,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,667,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $386,940 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $593,351 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,230,925 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,420,923 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $153,749,703 | UnrestrictedBOYAmt |
| Unrestricted EOY | $152,589,153 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $153,749,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $152,589,153 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $155,980,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $155,010,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $153,749,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,510,022 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,349,472 | OtherIncreasesAmt |
| Subtotal | $152,589,153 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $152,589,153 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $45,862,033 | $50,423,589 | -$4,561,556 | -$4,561,556 |
| PASS THROUGH FROM HEDGE FUNDS | P | $129,166 | -$129,166 | -$129,166 | |
| PASS THROUGH FROM VENTURE CAPITAL | P | $47,952 | -$47,952 | -$47,952 | |
| PASS THROUGH FROM REAL ESTATE PARTNERSHIPS | P | $8,338 | $8,338 | $8,338 | |
| PASS THROUGH FROM PRIVATE EQUITY | P | $892,731 | $892,731 | $892,731 | |
| PASS THROUGH FROM MASTER LTD PARTNERSHIPS | P | $255,628 | $255,628 | $255,628 | |
| JP MORGAN CURRENCY | P | $889 | -$889 | -$889 | |
| SUBJECT TO UBIT | P | $53,867 | $53,867 | $53,867 | |
| Capital Gains Dividends | P | $244,602 | $244,602 | $244,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,284,397 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,563,584 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $162,761,022 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052614 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,972,378 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $179,422,974 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044433 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,812,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $150,364,394 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045309 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,215,975 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $134,211,534 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053766 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,530,922 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $128,628,988 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058548 | DistributionYr5Rt |
| Total Distribution | 0.254670 | TotalDistributionRt |
| Average Distribution | 0.050934 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $148,461,768 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,561,752 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,561,752 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,804,200 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $103,841 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $103,841 | TotalPaymentsAndCreditsAmt |
| Overpayment | $103,841 | OverpaymentAmt |
| Applied To ES Tax | $103,841 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OVERBROOK.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126039996 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET No 565 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| EMILY ALTSCHUL-MILLER | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | VICE-CHAIR/SECRETARY | 1.00 | $0 | $0 | $0 |
| FRANCES LABAREE | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT GRAHAM JR | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR EMERITUS | 1.00 | $0 | $0 | $0 |
| ARTHUR ALTSCHUL JR | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN ALTSCHUL | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLES ALTSCHUL | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH LINDEMANN | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLYN COLE | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | CHAIR | 15.00 | $0 | $0 | $0 |
| KATHYRN GRAHAM | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AARON LABAREE | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | VICE CHAIR/TREASURER | 1.00 | $0 | $0 | $0 |
| DINORAH MATIAS-MELENDEZ | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ISAIAH OROZCO | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN FOSTER | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | PRESIDENT & CEO | 40.00 | $348,473 | $56,464 | $0 |
| MARY GRECCO | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | ASST SECRETARY & CFO | 40.00 | $275,795 | $44,379 | $0 |
| JULIE GRAHAM | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL KATZ | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | SENIOR PROGRAM DIREC | 35.00 | $231,507 | $63,737 | $0 |
| SAMANTHA HARVEY | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | PROGRAM OFFICER | 35.00 | $93,750 | $37,150 | $0 |
| SARAH ABELOW | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | PROGRAM OFFICER | 35.00 | $73,850 | $22,034 | $0 |
| NIKOLE LAVELLE | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | GRANTS MANAGER | 35.00 | $73,784 | $20,084 | $0 |
| ALEXANDRA DEMUCHA PINO | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NY | NY | 10165 | PROGRAM ASSISTANT | 35.00 | $50,695 | $18,740 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|
| OVERBROOK MANAGEMENT CORPORATION | |||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | INVESTMENT MANAGEMENT | $1,056,391 |
| GREENHAVEN ASSOCIATES INC | |||||
| 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | INVESTMENT MANAGEMENT | $173,908 |
| NEPC LLC | |||||
| 255 STATE STREET | BOSTON | MA | 02109 | INVESTMENT CONSULTING | $139,323 |
| SANDTON CREDIT SOLUTIONS ON SHORE FUND III | |||||
| 16 WEST 46TH STREET | NEW YORK | NY | 10036 | INVESTMENT MANAGEMENT | $119,616 |
| STABILIS FUND IV | |||||
| 767 FIFTH AVENUE | NEW YORK | NY | 10153 | INVESTMENT MANAGEMENT | $109,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | 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 | $129,748,161 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,564,643 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $409,803 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $150,722,607 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $150,722,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,260,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $148,461,768 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,423,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,423,088 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $7,423,088 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,423,088 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,423,088 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,792,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $11,320 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,804,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,804,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,423,088 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,272,767 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $825,575 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $478,742 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,577,084 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,804,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,423,088 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $381,112 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,958,196 | 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 | $1,272,767 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,685,429 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $825,575 | ExcessFromYear4Amt |
| Excess From Year1 | $478,742 | ExcessFromYear1Amt |
| Excess From Current Year | $381,112 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (179 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| 350org | ||||||||||
| 20 Jay Street Suite 732 | Brooklyn | NY | 11201 | PC | General Operating Support | $40,000 | ||||
| Abingdon Square Conservancy | ||||||||||
| 302A W 12th St 113 | New York | NY | 10014 | PC | General Operating Support | $500 | ||||
| Advocates for Youth | ||||||||||
| 2000 M Street NW Suite 750 | Washington | DC | 200363353 | PC | Promoting the Reproductive Justice Perspective through Youth Mobilization and Engagement | $40,000 | ||||
| African Wildlife Foundation | ||||||||||
| 1400 16th Street NW Suite 120 | Washington | DC | 20036 | PC | Elephant Conservation | $7,500 | ||||
| Ali Forney Center | ||||||||||
| 224 West 35th Street 1500 | New York | NY | 10001 | PC | General Operating Support | $500 | ||||
| ALIGN | ||||||||||
| 50 Broadway 29th Floor | New York | NY | 10004 | PC | Transform Don't Trash NYC | $30,000 | ||||
| Alliance for Climate Education (ACE) | ||||||||||
| 4696 Broadway Suite 2 | Boulder | CO | 80304 | PC | General Operating Support | $65,000 | ||||
| Amazon Conservation Team | ||||||||||
| 4211 N Fairfax Drive | Arlington | VA | 22203 | PC | General Operating Support | $1,000 | ||||
| Amazon Conservation Team | ||||||||||
| 4211 N Fairfax Drive | Arlington | VA | 22203 | PC | Linking Human Rights and Environmental Protection in the Colombian Amazon | $35,000 | ||||
| Amazon Watch | ||||||||||
| 2201 Broadway 508 | Oakland | CA | 94612 | PC | Sacred Headwaters Campaign | $50,000 | ||||
| American Civil Liberties Union Foundation | ||||||||||
| 125 Broad Street 18th Floor | New York | NY | 100042400 | PC | Human Rights to Advance Civil Liberties | $60,000 | ||||
| American Civil Liberties Union Foundation | ||||||||||
| 125 Broad Street 18th Floor | New York | NY | 100042400 | PC | General Operating Support | $1,000 | ||||
| American Jewish World Service (AJWS) | ||||||||||
| 45 West 36th Street 11th Floor | New York | NY | 10018 | PC | Promoting Human Rights for Marginalized People in Mesoamerica, with a Special Focus on Human Rights Defenders | $50,000 | ||||
| American Sustainable Business Institute | ||||||||||
| 1401 New York Avenue NW Suite 1225 | Washington | DC | 20005 | PC | General Operating Support | $25,000 | ||||
| Arab American Association of New York | ||||||||||
| 7111 5th Avenue | Brooklyn | NY | 11209 | PC | Speaker Honorarium | $500 | ||||
| Arab American Association of New York | ||||||||||
| 7111 5th Avenue | Brooklyn | NY | 11209 | PC | General Operating Support | $250 | ||||
| As You Sow Foundation | ||||||||||
| 1611 Telegraph Ave Suite 1450 | Oakland | CA | 94612 | PC | Consumer Packaging, E-Waste Recycling, and Ocean Plastics Pollution | $35,000 | ||||
| Black Alliance for Just Immigration | ||||||||||
| 660 Nostrand Avenue | Brooklyn | NY | 11216 | PC | General Operating Support | $250 | ||||
| Brennan Center for Justice | ||||||||||
| 120 Broadway Suite 1750 | New York | NY | 10271 | PC | General Operating Support | $100,000 | ||||
| Brookline Community Foundation | ||||||||||
| 40 Webster Place | Brookline | MA | 02445 | PC | General Operating Support | $5,000 | ||||
| Building Equity & Alignment Initiative | ||||||||||
| 23532 Calabasas Road Suite A | Calabasas | CA | 91302 | PC | General Operating Support | $210,000 | ||||
| Building Equity & Alignment Initiative | ||||||||||
| 23532 Calabasas Road Suite A | Calabasas | CA | 91302 | PC | Leadership Transitions, Change in Fiscal Sponsorship and Funder Engagement and General Coordinator | $50,000 | ||||
| BYP100 Education Fund | ||||||||||
| 4217 S Halsted Suite 2 | Chicago | IL | 60609 | PC | General Operating Support | $250 | ||||
| Cathedral School of St John the Divine | ||||||||||
| 1047 Amsterdam Avenue | New York | NY | 10025 | PC | General Operating Support | $4,000 | ||||
| Catskill Mountainkeeper Inc | ||||||||||
| PO Box 1000 | Livingston Manor | NY | 12758 | PC | Extreme Energy Extraction Collaboration Summit | $25,000 | ||||
| Center for Justice and International Law | ||||||||||
| 1630 Connecticut Ave NW Suite 401 | Washington | DC | 20009 | PC | General Operating Support | $40,000 | ||||
| Center for Reproductive Rights | ||||||||||
| 199 Water Street 22 Floor | New York | NY | 10038 | PC | General Operating Support | $630 | ||||
| City Lore Inc | ||||||||||
| 56 East First Street | New York | NY | 10003 | PC | Ric Burns' Documentary Project on Oliver Sacks | $40,000 | ||||
| Civil Liberties and Public Policy ProgramHampshire College | ||||||||||
| 893 West Street | Amherst | MA | 010025001 | PC | General Operating Support | $40,000 | ||||
| Climate Justice Alliance Our Power Campaign | ||||||||||
| 436 14th St 5th Fl | Oakland | CA | 94612 | PC | General Operating Support | $50,000 | ||||
| Coming Clean Inc | ||||||||||
| 28 Vernon Street Suite 434 | Brattleboro | VT | 05301 | PC | Campaign for Healthier Solutions | $35,000 | ||||
| Committee to Protect Journalists | ||||||||||
| 330 Seventh Avenue 11th Floor | New York | NY | 10001 | PC | Press Freedom in the Americas | $25,000 | ||||
| Community Funds Inc | ||||||||||
| 909 Third Avenue | New York | NY | 10022 | PC | 2016 Funding | $1,653,999 | ||||
| Confluence Philanthropy | ||||||||||
| 475 Riverside Dr Suite 900 | New York | NY | 10115 | PC | 2016 Membership | $1,000 | ||||
| Consultative Group on Biological Diversity | ||||||||||
| 1016 Torney Ave 2nd Floor PO Box | San Francisco | CA | 941290361 | PC | 2016 Membership | $4,550 | 29361 | |||
| Consultative Group on Biological Diversity | ||||||||||
| 1016 Torney Ave 2nd Floor PO Box | San Francisco | CA | 941290361 | PC | Keeping Environmental Defenders Safe | $75,000 | 29361 | |||
| CoreAlign | ||||||||||
| University of California Regents | Oakland | CA | 94612 | PC | General Operating Support | $40,000 | 1330 Broadway Suite 1100 | |||
| Corporate Accountability International | ||||||||||
| 10 Milk Street Suite 610 | Boston | MA | 02108 | PC | Real Food Media | $25,000 | ||||
| Democracy Now | ||||||||||
| 207 W 25th St Floor 11 | New York | NY | 10001 | PC | General Operating Support | $500 | ||||
| Demos A Network for Ideas & Action | ||||||||||
| 80 Broad Street 4th Flr | New York | NY | 10004 | PC | Inclusive Democracy Partnership | $100,000 | ||||
| Disability Rights International | ||||||||||
| 1666 Connecticut Ave NW Suite 325 | Washington | DC | 20009 | PC | Women's Rights Advocacy Initiative: Mexico & Guatemala | $50,000 | ||||
| Dogwood Alliance | ||||||||||
| PO Box 7645 | Asheville | NC | 28802 | PC | The Paper Campaign | $25,000 | ||||
| Dorchester Bay Economic Development | ||||||||||
| 594 Columbia Road Suite 302 | Dorchester | MA | 02125 | PC | General Operating Support | $10,000 | ||||
| DRUM - Desis Rising Up and Moving | ||||||||||
| 72-18 Roosevelt Avenue | Jackson Heights | NY | 11372 | PC | Grassroots Fundraising | $250 | ||||
| EARTHWORKS | ||||||||||
| 1612 K Street NW Suite 808 | Washington | DC | 20006 | PC | Protecting Ecosystems and Communities from Dirty Mining | $35,000 | ||||
| East Michigan Environment | ||||||||||
| 4605 Cass Ave | Detroit | MI | 48201 | PC | Great Lakes Just Transition Network | $20,000 | ||||
| EDGE Funders Alliance | ||||||||||
| 116 East 16th Street 7th Floor | New York | NY | 10003 | PC | 2016 Membership | $5,000 | ||||
| EDGE Funders Alliance | ||||||||||
| 116 East 16th Street 7th Floor | New York | NY | 10003 | PC | Just Transition Co-Learning & Strategy Development Collaborative | $25,000 | ||||
| EDGE Funders Alliance | ||||||||||
| 116 East 16th Street 7th Floor | New York | NY | 10003 | PC | Additional Support for Just Transition Collaborative | $50,000 | ||||
| Environmental Defender Law Center | ||||||||||
| 407 W Koch Street | Bozeman | MT | 59715 | PC | General Operating Support | $60,000 | ||||
| Environmental Grantmakers Association | ||||||||||
| 475 Riverside Drive Suite 960 | New York | NY | 10115 | PC | 2016 Membership | $8,736 | ||||
| Environmental Investigation Agency | ||||||||||
| PO Box 53343 | Washington | DC | 20009 | PC | General Operating Support | $55,000 | ||||
| Environmental Investigation Agency | ||||||||||
| PO Box 53343 | Washington | DC | 20009 | PC | Elephant Conservation | $7,500 | ||||
| Environmental Paper Network | ||||||||||
| 1 Haywood Street Suite 401 | Asheville | NC | 28801 | PC | General Operating Support | $25,000 | ||||
| Food Tank | ||||||||||
| 317 N Royal Street | New Orleans | LA | 70130 | PC | General Operating Support | $25,000 | ||||
| Forward Together | ||||||||||
| 1440 Broadway Suite 301 | Oakland | CA | 94612 | PC | General Operating Support | $50,000 | ||||
| Forward Together | ||||||||||
| 1440 Broadway Suite 301 | Oakland | CA | 94612 | PC | General Operating Support | $250 | ||||
| Free Speech For People | ||||||||||
| 48 North Pleasant St Suite 304 | Amherst | MA | 01002 | PC | General Operating Support | $50,000 | ||||
| Front Line USA | ||||||||||
| 275 Madison Avenue Sixth Floor | New York | NY | 10016 | PC | Protection of Latin American Human Rights Defenders | $50,000 | ||||
| Fund for the City of New York Inc | ||||||||||
| 121 Avenue of the Americas 6th | New York | NY | 100131590 | PC | Immigrant Defense Project | $500 | Floor | |||
| Fund for the City of New York Inc | ||||||||||
| 121 Avenue of the Americas 6th | New York | NY | 100131590 | PC | Immigrant Defense Project | $250 | Floor | |||
| Fund for the City of New York Inc | ||||||||||
| 121 Avenue of the Americas 6th | New York | NY | 100131590 | PC | Speaker Honorarium | $500 | Floor | |||
| Funders for LGBTQ Issues | ||||||||||
| 104 West 29th Street 4th Floor | New York | NY | 10001 | PC | 2017 Membership | $1,000 | ||||
| Funders Network on Population Reproductive Health and Rights | ||||||||||
| PO Box 750 | Rockville | MD | 20848 | PC | Rockwood Fellowship for Leaders in Reproductive Health, Rights and Justice | $20,000 | ||||
| Funders Network on Population Reproductive Health and Rights | ||||||||||
| PO Box 750 | Rockville | MD | 20848 | PC | 2016 Membership - Human Rights Program | $2,875 | ||||
| Futures and Options | ||||||||||
| 120 Broadway Suite 1019 | New York | NY | 10271 | PC | General Operating Support | $500 | ||||
| Gay Men's Health Crisis Inc | ||||||||||
| 446 West 33rd Street | New York | NY | 100012601 | PC | General Operating Support | $550 | ||||
| Global Alliance for Incinerator Alternatives - GAIA | ||||||||||
| 1958 University Avenue | Berkeley | CA | 94704 | PC | General Operating Support | $50,000 | ||||
| Grassroots Global Justice Alliance | ||||||||||
| 4919 Pentridge St | Philadelphia | PA | 19143 | PC | General Operating Support | $50,000 | ||||
| Grassroots Global Justice Alliance | ||||||||||
| 4919 Pentridge St | Philadelphia | PA | 19143 | PC | General Operating Support | $250 | ||||
| Grist Magazine Inc | ||||||||||
| 1201 Western Ave Suite 410 | Seattle | WA | 98101 | PC | General Operating Support | $40,000 | ||||
| Groundswell | ||||||||||
| 1156 15th Street NW Suite 840 | Washington | DC | 20005 | PC | General Operating Support | $40,000 | ||||
| Groundswell Fund | ||||||||||
| PO Box 71642 | Oakland | CA | 94612 | PC | General Operating Support | $75,000 | ||||
| Groundswell Fund | ||||||||||
| PO Box 71642 | Oakland | CA | 94612 | PC | General Operating Support | $300 | ||||
| Gulf Coast Center for Law & Policy | ||||||||||
| 620 Oak Harbor Blvd Ste 203 | Slidell | LA | 70458 | PC | General Operating Support | $25,000 | ||||
| Hetrick-Martin Institute Inc | ||||||||||
| 2 Astor Place | New York | NY | 10003 | PC | General Operating Support | $500 | ||||
| IDEX | ||||||||||
| 333 Valencia St Suite 250 | San Francisco | CA | 94103 | PC | The BlackLivesMatter Network | $261 | ||||
| In Our Backyards (iobyorg) | ||||||||||
| 540 President Street 3rd Floor | Brooklyn | NY | 11215 | PC | General Operating Support | $50,000 | ||||
| Indian Law Resource Center | ||||||||||
| 602 North Ewing Street | Helena | MT | 59601 | PC | Protecting Maya Q'eqchi' Land and Resource Rights in Guatemala | $35,000 | ||||
| Indigenous Environmental Network | ||||||||||
| PO Box 485 | Bemidji | MN | 566190485 | PC | To Aid in Standing Rock | $575 | ||||
| Innocence Project Inc | ||||||||||
| 40 Worth Street Suite 701 | New York | NY | 10013 | PC | General Operating Support: Uniting Science and Law on Behalf of Justice | $40,000 | ||||
| International Community Foundation | ||||||||||
| 2505 N Avenue | National City | CA | 91950 | PC | Grupo Ecologico Sierra Gorda, I.A.P | $25,000 | ||||
| International Community Foundation | ||||||||||
| 2505 N Avenue | National City | CA | 91950 | PC | Pronatura Noroeste A.C. | $50,000 | ||||
| Island Press | ||||||||||
| 2000 M Street NW Suite 650 | Washington | DC | 20036 | PC | General Operating Support | $20,000 | ||||
| Just Associates Inc | ||||||||||
| 2040 S Street NW 3rd Floor | Washington | DC | 20009 | PC | Mesoamerican Women Human Rights Defenders Initiative Honduran WHRD Network, and JASS in Honduras. | $40,000 | ||||
| Just Vision Inc | ||||||||||
| 1616 P St NW Suite 340 | Washington | DC | 20036 | PC | General Operating Support | $250 | ||||
| JustLeadershipUSA | ||||||||||
| 1900 Lexington Avenue | New York | NY | 10035 | PC | General Operating Support | $25,000 | ||||
| Lambda Legal Defense & Education Fund | ||||||||||
| 120 Wall Street 19th Floor | New York | NY | 100053904 | PC | Law and Policy Project | $60,000 | ||||
| Lambda Legal Defense & Education Fund | ||||||||||
| 120 Wall Street 19th Floor | New York | NY | 100053904 | PC | Lambda Legal in the Hamptons | $6,253 | ||||
| Lambda Legal Defense & Education Fund | ||||||||||
| 120 Wall Street 19th Floor | New York | NY | 100053904 | PC | General Operating Support | $1,000 | ||||
| Legal Aid Society | ||||||||||
| 199 Water Street | New York | NY | 10038 | PC | Decarceration Project | $500 | ||||
| Lifetime Arts | ||||||||||
| 81 Centre Avenue Suite 307 | New Rochelle | NY | 10801 | PC | General Operating Support | $500 | ||||
| LoCo Arts | ||||||||||
| PO Box 104 | Eggleston | VA | 24086 | PC | The Mayapple School | $250 | ||||
| Manomet Inc | ||||||||||
| PO Box 1770 | Manomet | MA | 02345 | PC | General Operating Support | $5,000 | ||||
| Maret School | ||||||||||
| 3000 Cathedral Avenue NW | Washington | DC | 20008 | PC | 16 Senior Gift | $3,063 | ||||
| Mongabay Org Corp | ||||||||||
| 37 W Summit Dr | Emerald Hills | CA | 94062 | PC | Mongabay: Latin America | $75,000 | ||||
| Move NY | ||||||||||
| 413 Sackett St 3 | Brooklyn | NY | 11231 | PC | General Operating Support | $15,000 | ||||
| National Advocates for Pregnant Women | ||||||||||
| 875 6th Avenue Suite 1807 | New York | NY | 10001 | PC | General Operating Support | $60,000 | ||||
| National Advocates for Pregnant Women | ||||||||||
| 875 6th Avenue Suite 1807 | New York | NY | 10001 | PC | General Operating Support | $250 | ||||
| National Asian Pacific American Women's Forum | ||||||||||
| 1735 Caton Avenue 7C | Brooklyn | NY | 11226 | PC | General Operating Support | $40,000 | ||||
| National Center for Family Philanthropy | ||||||||||
| 1667 K St NW 550 | Washington | DC | 20006 | PC | 2016 Membership | $2,400 | ||||
| National Economic & Social Rights Initiative | ||||||||||
| 90 John Street Suite 308 | New York | NY | 10038 | PC | General Operating Support | $50,000 | ||||
| National Parks Conservation Association | ||||||||||
| 777 6th Street NW Suite 700 | Washington | DC | 20001 | PC | General Operating Support | $2,500 | ||||
| National Public Radio | ||||||||||
| 1111 North Capitol Street NE | Washington | DC | 20002 | PC | General Operating Support | $10,000 | ||||
| Natural Resources Defense Council | ||||||||||
| 40 West 20th Street 11th Floor | New York | NY | 10011 | PC | Addressing Climate Change, Community Engagement and National Solid Waste | $65,000 | ||||
| Nature and Culture International | ||||||||||
| 1400 Maiden Lane | Del Mar | CA | 92014 | PC | The Establishment of Municipal Reserves and Exploring Conservation Funding Mechanisms in the Ecuadorian Amazon | $40,000 | ||||
| NEO Philanthropy | ||||||||||
| 45 West 36th Street 6th Floor | New York | NY | 10018 | PC | Mass Criminalization Collaborative Fund and Investigative Reporting Project | $30,000 | ||||
| New Economy Coalition | ||||||||||
| 89 South Street Suite 406 | Boston | MA | 02111 | PC | General Operating Support | $5,000 | ||||
| New York Civil Liberties Union Foundation | ||||||||||
| 125 Broad Street 19th Floor | New York | NY | 10004 | PC | General Operating Support | $35,000 | ||||
| New York Harbor Foundation | ||||||||||
| 10 South Street Slip 7 | New York | NY | 10004 | PC | Billion Oyster Project | $35,000 | ||||
| New York Harbor Foundation | ||||||||||
| 10 South Street Slip 7 | New York | NY | 10004 | PC | In Appreciation for Hosting Meeting | $1,000 | ||||
| New York Public Radio | ||||||||||
| 160 Varick Street | New York | NY | 10013 | PC | General Operating Support | $500 | ||||
| New York Public Radio | ||||||||||
| 160 Varick Street | New York | NY | 10013 | PC | On the Media | $40,000 | ||||
| New York Public Radio | ||||||||||
| 160 Varick Street | New York | NY | 10013 | PC | General Operating Support | $1,000 | ||||
| New Yorkers Against Gun Violence Education Fund | ||||||||||
| 87 Lafayette Street 3rd Floor | New York | NY | 10013 | PC | Speaker Honorarium | $500 | ||||
| North Star Fund | ||||||||||
| 520 Eighth Avenue Suite 1800 | New York | NY | 100186656 | PC | General Operating Support | $1,000 | ||||
| North Star Fund | ||||||||||
| 520 Eighth Avenue Suite 1800 | New York | NY | 100186656 | PC | Communities United for Police Reform | $250 | ||||
| Not An Alternative Inc | ||||||||||
| 143 Newell Street | Brooklyn | NY | 11222 | PC | The Natural Museum Project | $30,000 | ||||
| Not An Alternative Inc | ||||||||||
| 143 Newell Street | Brooklyn | NY | 11222 | PC | The Natural Museum Project | $20,000 | ||||
| Partners In Health | ||||||||||
| PO Box 996 | Frederick | MD | 21705 | PC | General Operating Support | $395 | ||||
| Peace Brigades International - USA | ||||||||||
| PO Box 75880 | Washington | DC | 20013 | PC | Providing Protective Accompaniment Support to Human Rights Defenders in Latin America | $50,000 | ||||
| Philanthropy New York | ||||||||||
| 1500 Broadway 7th Floor | New York | NY | 10036 | PC | 2016 Membership | $11,050 | ||||
| Pines Foundation | ||||||||||
| PO Box 5305 Fire Island Pines NY | New York | NY | 10003 | PC | General Operating Support | $500 | 11782 | |||
| Piper Fund | ||||||||||
| 15 Research Dr Suite B | Amherst | MA | 01002 | PC | New Florida Majority - Education Fund | $25,000 | ||||
| Piper Fund | ||||||||||
| 15 Research Dr Suite B | Amherst | MA | 01002 | PC | Piper Fund's Collaborative Communications Initiative | $75,000 | ||||
| Point Foundation | ||||||||||
| 1357 Broadway Ste 401 | New York | NY | 10018 | PC | General Operating Support | $500 | ||||
| Project Drawdown | ||||||||||
| 27 Gate Five Rd | Sausalito | CA | 94965 | PC | General Operating Support | $50,000 | ||||
| Proteus Fund Inc | ||||||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | PC | 2016 Membership | $1,500 | ||||
| Provincetown Film Society | ||||||||||
| PO Box 605 | Provincetown | MA | 02657 | PC | General Operating Support | $1,000 | ||||
| Rainforest Action Network | ||||||||||
| 425 Bush St Ste 300 | San Francisco | CA | 94108 | PC | General Operating Support | $40,000 | ||||
| Rainforest Alliance | ||||||||||
| 233 Broadway 28th Floor | New York | NY | 10279 | PC | Sustainable Management of the Ramon Nut for Biodiversity Conservation and Landscape Recovery in Guatemala | $70,000 | ||||
| Rainforest Alliance | ||||||||||
| 233 Broadway 28th Floor | New York | NY | 10279 | PC | General Operating Support | $12,750 | ||||
| RepresentUs Education Fund | ||||||||||
| PO Box 60008 | Florence | MA | 01062 | PC | General Operating Support | $75,000 | ||||
| Restaurant Opportunities Centers United | ||||||||||
| 275 Seventh Ave Suite 1703 | New York | NY | 10001 | PC | Inserting Money in Politics into a One Fair Wage Campaign | $10,000 | ||||
| Root Capital | ||||||||||
| 130 Bishop Allen Drive 2nd Floor | Cambridge | MA | 02140 | PC | General operating support for activities in Ecuador, Mexico, and Nicaragua | $55,000 | ||||
| Showing Up For Racial Justice | ||||||||||
| 10428 Bluegrass Parkway Suite 544 | Louisville | KY | 40299 | PC | General Operating Support | $300 | ||||
| Solar One | ||||||||||
| 37 West 26th Street Suite 209 | New York | NY | 10010 | PC | General Operating Support | $1,000 | ||||
| Solitary Watch | ||||||||||
| PO Box 11374 | Washington | DC | 20008 | PC | General Operating Support | $30,000 | ||||
| South Africa Partners | ||||||||||
| 89 South Street Suite 701 | Boston | MA | 02111 | PC | Ububele Psychotherapy Resource and Training Center | $6,000 | ||||
| Southerners On New Ground | ||||||||||
| PO Box 11250 | Atlanta | GA | 30310 | PC | General Operating Support | $250 | ||||
| St Stephen's School | ||||||||||
| American Office 15 Gramercy Park | New York | NY | 10003 | PC | General Operating Support | $2,497 | South | |||
| Stand | ||||||||||
| 1 Haight Street | San Francisco | CA | 94102 | PC | General Operating Support | $50,000 | ||||
| The Climate Reality Project | ||||||||||
| 750 9th Street NW Suite 520 | Washington | DC | 20001 | PC | General Operating Support | $5,000 | ||||
| The Foundation Center | ||||||||||
| 32 Old Slip 24th Floor | New York | NY | 10005 | PC | General Operating Support | $5,000 | ||||
| The New Press | ||||||||||
| 120 Wall Street 31st Floor | New York | NY | 10005 | PC | For Books Related to Money in Politics | $35,000 | ||||
| The Stephen Gaynor School | ||||||||||
| 148 W 90th Street | New York | NY | 10024 | PC | General Operating Support | $6,000 | ||||
| The Story of Stuff Project | ||||||||||
| 1442A Walnut Street 272 | Berkeley | CA | 94709 | PC | General Operating Support | $50,000 | ||||
| The University of Oklahoma WomensGender Studies Pgm Ctr for Social Justice | ||||||||||
| 731 Elm Avenue Robertson Hall 103 | Norman | OK | 73019 | PC | Take Root: Red State Perspectives on Reproductive Justice 2017 Conference | $10,000 | ||||
| The Wildfire Project | ||||||||||
| 325 Hancock St Apt 4 | Brooklyn | NY | 11216 | PC | General Operating Support | $40,000 | ||||
| Third Wave Fund | ||||||||||
| PO Box 1159 | Brooklyn | NY | 11238 | PC | General Operating Support | $600 | ||||
| Third Wave Fund | ||||||||||
| PO Box 1159 | Brooklyn | NY | 11238 | PC | General Operating Support | $50,000 | ||||
| Transgender Law Center | ||||||||||
| PO Box 70976 | Oakland | CA | 946120976 | PC | General Operating Support | $250 | ||||
| US Friends of The David Sheldrick Wildlife Trust | ||||||||||
| 25283 Cabot Road Suite 101 | Laguna Hills | CA | 92653 | PC | General Operating Support | $2,500 | ||||
| US Friends of The David Sheldrick Wildlife Trust | ||||||||||
| 25283 Cabot Road Suite 101 | Laguna Hills | CA | 92653 | PC | General Operating Support | $1,000 | ||||
| US Green Building Council New York Chapter | ||||||||||
| 20 Broad Street Suite 709 | New York | NY | 10005 | PC | General Operating Support | $40,000 | ||||
| United Church of Christ | ||||||||||
| 700 Prospect Avenue E | Cleveland | OH | 44115 | PC | To support the Standing Rock Sioux tribe and their opposition to the pipeline | $1,000 | ||||
| UPROSE | ||||||||||
| 166A 22nd Street | Brooklyn | NY | 11232 | PC | General Operating Support | $30,000 | ||||
| URGE | ||||||||||
| 1317 F St NW Suite 501 | Washington | DC | 20004 | PC | General Operating Support | $35,000 | ||||
| URGE | ||||||||||
| 1317 F St NW Suite 501 | Washington | DC | 20004 | PC | Speaker Honorarium | $500 | ||||
| URGE | ||||||||||
| 1317 F St NW Suite 501 | Washington | DC | 20004 | PC | General Operating Support | $250 | ||||
| US Human Rights Network | ||||||||||
| 250 Georgia Avenue Suite 330 | Atlanta | GA | 30312 | PC | General Operating Support | $50,000 | ||||
| US Human Rights Network | ||||||||||
| 250 Georgia Avenue Suite 330 | Atlanta | GA | 30312 | PC | USHRN Leadership Transition | $5,000 | ||||
| Walnut Hills High School Alumni Foundation | ||||||||||
| 3250 Victory Parkway | Cincinnati | OH | 45207 | PC | General Operating Support | $1,000 | ||||
| Washington University | ||||||||||
| One Brookings Drive | St Louis | MO | 63130 | PC | General Operating Support | $1,500 | ||||
| Western States Center | ||||||||||
| PO Box 40305 | Portland | OR | 972400305 | PC | General Operating Support | $40,000 | ||||
| WildAid Inc | ||||||||||
| 744 Montgomery Street Suite 300 | San Francisco | CA | 94111 | PC | Elephant Work | $12,500 | ||||
| Wildlife Conservation Network | ||||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | PC | Okapi Conservation Project | $7,500 | ||||
| Wildlife Conservation Network | ||||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | PC | Elephant Crisis Fund | $10,000 | ||||
| Wildlife Conservation Network | ||||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | PC | Save the Elephants | $7,500 | ||||
| Wildlife Conservation Network | ||||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | PC | Elephant Crisis Fund | $15,000 | ||||
| Wildlife Conservation Society (WCS) | ||||||||||
| 2300 Southern Boulevard | Bronx | NY | 10460 | PC | Addressing Wildlife Trafficking at Multiple Scales: Ecuador and the Latin America Region | $50,000 | ||||
| Wildlife Conservation Society (WCS) | ||||||||||
| 2300 Southern Boulevard | Bronx | NY | 10460 | PC | Proactively Addressing Emerging Threats to Mesoamerica's Forests and Wildlife | $82,500 | ||||
| Wildlife Conservation Society (WCS) | ||||||||||
| 2300 Southern Boulevard | Bronx | NY | 10460 | PC | Okapi Faunal Reserve in Africa | $20,000 | ||||
| Wildlife Conservation Society (WCS) | ||||||||||
| 2300 Southern Boulevard | Bronx | NY | 10460 | PC | Global Conservation Programs | $20,000 | ||||
| WITNESS | ||||||||||
| 80 Hanson Place 5th Floor | Brooklyn | NY | 11217 | PC | General Operating Support - Latin America | $50,000 | ||||
| Women's Link Worldwide | ||||||||||
| 1958 Plymouth Street Suite 416 | Brooklyn | NY | 11201 | PC | General Operating Support | $20,000 | ||||
| Fundacion Cordillera Tropical | ||||||||||
| NC | Applying Additionality to Conservation Interventions, Sangay National Park, Ecuador | $30,000 | Jaime Roldos 4-80y Huayna Capac | Cuenca | EC | |||||
| Unit for Protection of Human Rights Defenders - Guatemala | ||||||||||
| NC | General Operating Support | $25,000 | 1 Era Calle 7-45 Zona 1 | Guatemala City | GT | |||||
| Urgent Action Fund of Latin America for Women's Human Rights | ||||||||||
| NC | Integral Approach to Supporting WHRDs: Rapid Response Grantmaking, Training, Networking and Advocacy | $50,000 | Carrera 27A No 40A-68 Piso 2 | Bogota | CO | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,124,784 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Amazon Conservation Team | ||||||||||
| 4211 N Fairfax Drive | Arlington | VA | 22203 | PC | Linking Human Rights and Environmental Protection in the Colombian Amazon | $35,000 | ||||
| American Jewish World Service (AJWS) | ||||||||||
| 45 West 36th Street 11th Floor | New York | NY | 10018 | PC | Promoting Human Rights for Marginalized People in Mesoamerica, with a Special Focus on Human Rights Defenders | $50,000 | ||||
| Building Equity & Alignment Initiative | ||||||||||
| 23532 Calabasas Road Suite A | Calabasas | CA | 91302 | PC | General Operating Support | $210,000 | ||||
| Committee to Protect Journalists | ||||||||||
| 330 Seventh Avenue 11th Floor | New York | NY | 10001 | PC | Press Freedom in the Americas | $25,000 | ||||
| Demos A Network for Ideas & Action | ||||||||||
| 80 Broad Street 4th Flr | New York | NY | 10004 | PC | Inclusive Democracy Partnership | $100,000 | ||||
| EARTHWORKS | ||||||||||
| 1612 K Street NW Suite 808 | Washington | DC | 20006 | PC | Protecting Ecosystems and Communities from Dirty Mining | $35,000 | ||||
| EDGE Funders Alliance | ||||||||||
| 116 East 16th Street 7th Floor | New York | NY | 10003 | PC | Additional Support for Just Transition Collaborative | $50,000 | ||||
| Environmental Defender Law Center | ||||||||||
| 407 W Koch Street | Bozeman | MT | 59715 | PC | General Operating Support | $60,000 | ||||
| Food Tank | ||||||||||
| 317 N Royal Street | New Orleans | LA | 70130 | PC | General Operating Support | $25,000 | ||||
| Forward Together | ||||||||||
| 1440 Broadway Suite 301 | Oakland | CA | 94612 | PC | General Operating Support | $100,000 | ||||
| Front Line USA | ||||||||||
| 275 Madison Avenue Sixth Floor | New York | NY | 10016 | PC | Protection of Latin American Human Rights Defenders | $50,000 | ||||
| Funders Network on Population Reproductive Health and Rights | ||||||||||
| PO Box 750 | Rockville | MD | 20848 | PC | Rockwood Fellowship for Leaders in Reproductive Health, Rights and Justice | $20,000 | ||||
| Global Alliance for Incinerator Alternatives - GAIA | ||||||||||
| 1958 University Avenue | Berkeley | CA | 94704 | PC | General Operating Support | $50,000 | ||||
| Groundswell Fund | ||||||||||
| PO Box 71642 | Oakland | CA | 94612 | PC | General Operating Support | $75,000 | ||||
| In Our Backyards (iobyorg) | ||||||||||
| 540 President Street 3rd Floor | Brooklyn | NY | 11215 | PC | General Operating Support | $50,000 | ||||
| Indian Law Resource Center | ||||||||||
| 602 North Ewing Street | Helena | MT | 59601 | PC | Protecting Maya Q'eqchi' Land and Resource Rights in Guatemala | $35,000 | ||||
| Innocence Project Inc | ||||||||||
| 40 Worth Street Suite 701 | New York | NY | 10013 | PC | General Operating Support: Uniting Science and Law on Behalf of Justice | $40,000 | ||||
| Just Associates Inc | ||||||||||
| 2040 S Street NW 3rd Floor | Washington | DC | 20009 | PC | Mesoamerican Women Human Rights Defenders Initiative Honduran WHRD Network, and JASS in Honduras. | $40,000 | ||||
| National Asian Pacific American Women's Forum | ||||||||||
| 1735 Caton Avenue 7C | Brooklyn | NY | 11226 | PC | General Operating Support | $30,000 | ||||
| New York Harbor Foundation | ||||||||||
| 10 South Street Slip 7 | New York | NY | 10004 | PC | Billion Oyster Project | $35,000 | ||||
| Piper Fund | ||||||||||
| 15 Research Dr Suite B | Amherst | MA | 01002 | PC | Piper Fund's Collaborative Communications Initiative | $75,000 | ||||
| Rainforest Action Network | ||||||||||
| 425 Bush St Ste 300 | San Francisco | CA | 94108 | PC | General Operating Support | $40,000 | ||||
| Rainforest Alliance | ||||||||||
| 233 Broadway 28th Floor | New York | NY | 10279 | PC | Sustainable Management of the Ramon Nut for Biodiversity Conservation and Landscape Recovery in Guatemala | $70,000 | ||||
| RepresentUs Education Fund | ||||||||||
| PO Box 60008 | Florence | MA | 01062 | PC | General Operating Support | $75,000 | ||||
| The Story of Stuff Project | ||||||||||
| 1442A Walnut Street 272 | Berkeley | CA | 94709 | PC | General Operating Support | $50,000 | ||||
| The University of Oklahoma Women's and Gender Studies Program Center for So | ||||||||||
| 731 Elm Avenue Robertson Hall 103 | Norman | OK | 73019 | PC | Take Root: Red State Perspectives on Reproductive Justice 2017 Conference | $10,000 | ||||
| Third Wave Fund | ||||||||||
| PO Box 1159 | Brooklyn | NY | 11238 | PC | General Operating Support | $50,000 | ||||
| Urgent Action Fund of Latin America for Women's Human Rights | ||||||||||
| NC | Integral Approach to Supporting WHRDs: Rapid Response Grantmaking, Training, Networking and Advocacy | $100,000 | Carrera 27A No 40A-68 Piso 2 Barrio | La Soledad | Bogota | CO | ||||
| Wildlife Conservation Society (WCS) | ||||||||||
| 2300 Southern Boulevard | Bronx | NY | 10460 | PC | Proactively Addressing Emerging Threats to Mesoamerica's Forests and Wildlife | $82,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,667,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,070,323 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $4,854 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$53,867 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,284,397 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$32,361 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $225,241 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$86,228 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$983,979 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,070,207 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OWEN FLANAGAN CPA'S - AUDIT AND TAX PREPARATION | CategoryTxt |
| Amt | $33,000 | Amt |
| Net Investment Income | $24,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2006-12-01 | $32,049 | $32,049 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2014-12-31 | $88,413 | $7,017 | 200DB | 7.000000000000 | $8,420 | $0 |
| LEASEHOLD IMPROVEMENTS | 2006-12-01 | $274,641 | $178,834 | 150DB | 15.000000000000 | $16,204 | $0 |
| LEASEHOLD IMPROVEMENTS | 2015-04-01 | $3,390 | $401 | 200DB | $535 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2015-03-01 | $118,422 | $9,398 | 200DB | $11,278 | $0 | |
| FURNITURE & FIXTURES | 2015-06-30 | $88,383 | $7,014 | SL | 7.000000000000 | $8,417 | $0 |
| EQUIPMENT | 2015-06-30 | $17,716 | $1,898 | SL | 7.000000000000 | $2,531 | $0 |
| LEASEHOLD IMPROVEMENTS | 2015-04-01 | $117,411 | $13,903 | 200DB | $18,539 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2015-03-01 | $92,118 | $7,311 | 200DB | $8,773 | $0 | |
| CONF ROOM WINDOWS | 2016-09-01 | $11,320 | SL | 5.000000000000 | $1,258 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|
| FUNDACION CORDILLERA TROPICAL | ||||||||
| JAIME ROLDOS 4-80 Y HUAYNA CAPAC | CUENCA | EC | 2016-11-01 | $30,000 | Applying Additionality to conservation interventions, Sangay National Park, Ecuador | TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED | Calls for final narrative & financial reports. The Grantee is in compliance | NO INDEPENDENT VERIFICATION IS REQUIRED AT THIS TIME |
| URGENT ACTION FUND OF LATIN AMERICA FOR WOMEN'S HUMAN RIGHTS | ||||||||
| CARRERA 27A 40A-68 PISO 2 | BOGOTA | CO | 2016-06-01 | $50,000 | Integral Approach to Supporting WHRDs: Rapid Response Grantmaking, Training, Networking and Advocacy | TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED | Calls for final narrative & financial reports. The Grantee is in compliance | NO INDEPENDENT VERIFICATION IS REQUIRED AT THIS TIME |
| UNIT FOR PROTECTION OF HUMAN RIGHTS DEFENDERS - GUATEMALA | ||||||||
| 1ERA CALLE 7-45 ZONA 1 | GUATEMALA CITY | GT | 2016-02-01 | $25,000 | General Operating Support | TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED | Calls for final narrative & financial reports. The Grantee is in compliance | NO INDEPENDENT VERIFICATION IS REQUIRED AT THIS TIME |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DISTRIBUTIONS TO DONOR ADVISED FUND | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PART VII-A LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | THE OVERBROOK FOUNDATION HAS MADE DISTRIBUTIONS TO A DONOR ADVISED FUND AND TREATED THOSE DISTRIBUTIONS AS QUALIFYING DISTRIBUTIONS. IT HAS MADE THOSE DISTRIBUTIONS TO FACILITATE COST-EFFECTIVE BROAD-BASED GRANTMAKING WITHIN THE WIDER CHARITABLE COMMUNITY. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLIED MINERALS INC COM | $77,703 | $77,703 |
| CEDAR FAIR L P DEPOSITRY UNIT | $4,261,468 | $4,261,468 |
| CITIGROUP INC | $5,100,401 | $5,100,401 |
| D R HORTON INC COM | $808,968 | $808,968 |
| FEDEX CORPORATION | $2,048,200 | $2,048,200 |
| FIBROGEN, INC. | $852,148 | $852,148 |
| GOLDMAN SACHS GROUP INC | $2,993,125 | $2,993,125 |
| JPMORGAN CHASE & CO | $2,804,425 | $2,804,425 |
| LOWES COMPANIES INC | $1,991,360 | $1,991,360 |
| MACQUARIE INFRASTRUCTURE | $4,575,690 | $4,575,690 |
| NORTHSTAR ASSET MANAGEMENT GROUP, INC. | $831,477 | $831,477 |
| OWENS CORNING NEW | $1,675,700 | $1,675,700 |
| RYMAN HOSPITALITY PROPERTIES | $4,920,199 | $4,920,199 |
| SUNOPTA INC COM | $2,678,069 | $2,678,069 |
| VOYA FINANCIAL, INC. | $683,016 | $683,016 |
| WHIRLPOOL CORP COM | $1,363,275 | $1,363,275 |
| AIRBUS GROUP | $2,352,957 | $2,352,957 |
| ALPHABET INC CL C | $2,141,029 | $2,141,029 |
| COMMSCOPE HLDG CO INC | $2,692,610 | $2,692,610 |
| FACEBOOK INC CL A | $1,569,282 | $1,569,282 |
| LENNAR CORP CL A | $965,925 | $965,925 |
| NORTHSTAR REALTY EUROPE C | $3,189,361 | $3,189,361 |
| PULTE HOMES INC COM | $321,650 | $321,650 |
| SYNCHRONY FINANCIAL | $1,776,650 | $1,776,650 |
| THE INTERTAIN GROUP LTD | $2,244,603 | $2,244,603 |
| TRAVELPORT WORLDWIDE LTD | $1,706,468 | $1,706,468 |
| TRI POINTE GROUP INC COM | $143,500 | $143,500 |
| U S G CORP COM NEW | $202,160 | $202,160 |
| ADOBE SYS INC | $657,851 | $657,851 |
| AECOM TECH CORP DEL COM | $127,260 | $127,260 |
| AFFILATED MANAGERS GROUP | $366,156 | $366,156 |
| ALEXION PHARMACEUTICALS INC | $373,168 | $373,168 |
| ALIBABA | $749,019 | $749,019 |
| ALLERGAN PLC | $467,272 | $467,272 |
| ALPHABET INC CL A | $959,657 | $959,657 |
| AUTOMATIC DATA PROCESSING INC | $446,065 | $446,065 |
| BOEING COMPANY | $2,257,360 | $2,257,360 |
| CALATLANTIC GROUP INC | $357,105 | $357,105 |
| CELGENE CORP | $545,183 | $545,183 |
| COTT CORP | $3,874,565 | $3,874,565 |
| DOLLAR GEN CORP NEW COM | $229,617 | $229,617 |
| DOLLAR TREE INC COM | $291,740 | $291,740 |
| ELECTRONIC ARTS INC COM | $478,861 | $478,861 |
| ENTRAVISION COMMUNICATIONS CORP | $94,017 | $94,017 |
| FLEETCOR TECHNOLOGIES INC COM | $308,514 | $308,514 |
| INVESCO LTD SHS | $164,595 | $164,595 |
| JOHNSON CTLS INTL PLC | $1,073,576 | $1,073,576 |
| MCDONALDS CORP COM | $547,618 | $547,618 |
| MOLSON COORS BREWING CL B | $505,525 | $505,525 |
| MONSTER BEVERAGE CORP NEW COM | $528,089 | $528,089 |
| NEWELL RUBBERMAID INC COM | $326,392 | $326,392 |
| NOMAD FOODS LTD | $995,567 | $995,567 |
| NXP SEMICONDUCTORS | $424,383 | $424,383 |
| PARNASSUS ENDEAVOR FUND-INS | $10,419,012 | $10,419,012 |
| PRICELINE GRP INC COM NEW | $626,008 | $626,008 |
| REGENERON PHARMACEUTICALS COM | $352,406 | $352,406 |
| ROYAL CARIBBEAN CRUISES LTD COM | $543,925 | $543,925 |
| SAFRAN SA | $697,285 | $697,285 |
| SCHWAB CHARLES CP NEW COM | $553,369 | $553,369 |
| SHIRE PLC SPONSORED ADR | $541,808 | $541,808 |
| SIRIUS XM HLDGS INC COM | $415,452 | $415,452 |
| STARBUCKS CORP | $475,251 | $475,251 |
| TENCENT HLDGS LTD ADR | $807,979 | $807,979 |
| TENCENT HOLDINGS LIMITED CMN | $479,847 | $479,847 |
| TOLL BROTHERS INC COM | $837,000 | $837,000 |
| VERSUM MATERIALS INC | $1,792,662 | $1,792,662 |
| VISA INC COM CL A | $678,774 | $678,774 |
| ZOETIS INC | $664,845 | $664,845 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARISTEIA INTERNATIONAL LTD | FMV | $3,179,853 | $3,179,853 |
| DELTEC SPECIAL SITUATIONS PARTNERS, LP | FMV | $1,992,092 | $1,992,092 |
| NEW VERNON INDIA (CAYMAN) FUND | FMV | $441,133 | $441,133 |
| OVERBROOK OPPORTUNITY FUND II, LP | FMV | $10,732,583 | $10,732,583 |
| OVERBROOK SELECT OFFSHORE FUND LTD CLASS 'C' | FMV | $3,981,825 | $3,981,825 |
| BIOPHARMA SECURED DEBT FUND II SARL | FMV | $366,262 | $366,262 |
| COMMONFUND GLOBAL DISTRESSED INVESTORS LLC | FMV | $250,263 | $250,263 |
| EMERGING EUROPE GROWTH FUND II, LP | FMV | $277,405 | $277,405 |
| EMERGING EUROPE GROWTH FUND, LP | FMV | $85,675 | $85,675 |
| GS CAPITAL PARTNERS V INSTITUTIONAL | FMV | $278,781 | $278,781 |
| GS CAPITAL PARTNERS VI PARALLEL, LP | FMV | $703,535 | $703,535 |
| GS OFFSHORE MEZZANINE PARTNERS | FMV | $457,365 | $457,365 |
| GS VINTAGE FUND III OFFSHORE LP | FMV | $54,234 | $54,234 |
| GS VINTAGE FUND V OFFSHORE, LP | FMV | $557,483 | $557,483 |
| RIVERSTONE/CARLYLE RENEWABLE ENERGY FUND | FMV | $1,785,225 | $1,785,225 |
| SANDTON CREDIT SOLUTIONS ON-SHORE FUND III | FMV | $2,633,115 | $2,633,115 |
| SCOPIA PE SPV PM LLC | FMV | $1,395,926 | $1,395,926 |
| STABILIS FUND III, LP | FMV | $4,027,312 | $4,027,312 |
| TEMPERLEY HOLDINGS LIMITED | FMV | $36,982 | $36,982 |
| TS SYMPHONY LLC | FMV | $9,623,306 | $9,623,306 |
| ENDOWMENT VENTURE PARTNERS V, LP | FMV | $114,815 | $114,815 |
| RADIUS VENTURE II | FMV | $26,537 | $26,537 |
| RADIUS VENTURE III | FMV | $204,018 | $204,018 |
| DUNE REAL ESTATE PARALLEL FUND LP | FMV | $938,964 | $938,964 |
| STABILIS FUND IV, LP | FMV | $2,057,298 | $2,057,298 |
| DNP HEALTH INC | FMV | $50,000 | $50,000 |
| EMERALD CREEK CAPITAL FUND 4, LLC | FMV | $509,763 | $509,763 |
| ENLIGHTENMENT CAPITAL SOLUTIONS FUND II, LP | FMV | $287,344 | $287,344 |
| THAYER STREET PARTNERS EQUITY OPPORTUNITY FUND LP | FMV | $133,754 | $133,754 |
| SANDTON CREDIT SOLUTIONS OFFSHORE IV, LP | FMV | $283,022 | $283,022 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $32,049 | $32,049 | $0 |
| FURNITURE & FIXTURES | $88,413 | $15,437 | $72,976 |
| LEASEHOLD IMPROVEMENTS | $274,641 | $195,038 | $79,603 |
| LEASEHOLD IMPROVEMENTS | $3,390 | $936 | $2,454 |
| LEASEHOLD IMPROVEMENTS | $118,422 | $20,676 | $97,746 |
| FURNITURE & FIXTURES | $88,383 | $15,431 | $72,952 |
| EQUIPMENT | $17,716 | $4,429 | $13,287 |
| LEASEHOLD IMPROVEMENTS | $117,411 | $32,442 | $84,969 |
| LEASEHOLD IMPROVEMENTS | $92,118 | $16,084 | $76,034 |
| CONF ROOM WINDOWS | $11,320 | $1,258 | $10,062 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PATTERSON BELKNAP WEBB & TYLER - LEGAL | CategoryTxt |
| Legal Fees | $80,197 | LegalFeesAmt |
| Net Investment Income | $54,248 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,949 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST & DIVIDENDS RECEIVABLE | $84,326 | $83,987 | $83,987 |
| DUE FROM BROKER | $277,152 | $233,745 | $233,745 |
| SECURITY DEPOSIT | $70,198 | $70,198 | $70,198 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $75,394 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $72,989 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $766 | $766 | $766 |
| OTHER INVESTMENT INCOME | $4,088 | $4,088 | $4,088 |
| PARTNERSHIP INCOME | $192,880 | $225,241 | $192,880 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNEALIZED APPRECIATION (NET OF DEFERRED TAXES) | Desc |
| Amt | $10,349,472 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED RENT | $146,237 | $141,434 |
| DEFERRED FEDERAL EXCISE TAX | $210,103 | $421,317 |
| SECURITY DEPOSIT PAYABLE | $30,600 | $30,600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (31 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OVERBROOK MANAGEMENT CORPORATION - INV ADVISORY | $1,056,391 | $1,056,391 | $0 |
| GREENHAVEN ASSOCIATES - INV ADVISORY | $173,908 | $173,908 | $0 |
| JP MORGAN - CUSTODY | $36,775 | $36,775 | $0 |
| SARAH HANSEN - PROGRAM CONSULTANT | $32,800 | $0 | $32,800 |
| THOUGHT MACHINE - IT CONSULTANT | $14,400 | $0 | $14,400 |
| INTERNATIONAL COMMUNITY FOUNDATION - CHARITABLE | $5,250 | $0 | $5,250 |
| COMMUNITY FUNDS - DIRECTOR ADVISED FUNDS | $41,350 | $0 | $41,350 |
| GSCP V INSTITUTIONAL AIV LP - INV | $102 | $102 | $0 |
| GSCP VI PARALLEL AIV LP - INV | $324 | $324 | $0 |
| DELTEC SPECIAL SITUATIONS - INV | $31,549 | $31,549 | $0 |
| OVERBROOK OPPORTUNITY FUND II - INV | $52,490 | $52,490 | $0 |
| ENDOWMENT VENTURE PARTNERS V - INV | $1,353 | $1,353 | $0 |
| RADIUS VENTURE PARTNERS II - INV | $2,562 | $2,562 | $0 |
| RADIUS VENTURE PARTNERS III - INV | $4,633 | $4,633 | $0 |
| COMMONFUND GLOBAL DISTRESSED - INV | $2,204 | $2,204 | $0 |
| EMERALD CREEK CAPITAL FUND 2 - INV | $42,245 | $42,245 | $0 |
| EMERGING EUROPE GROWTH - INV | $4,782 | $4,782 | $0 |
| EMERGING EUROPE GROWTH II - INV | $6,249 | $6,249 | $0 |
| GS CAPITAL PARTNERS V - INV | $2,589 | $2,589 | $0 |
| GS CAPITAL PARTNERS VI PARALLEL - INV | $9,213 | $9,213 | $0 |
| SANDTON CREDIT SOLUTIONS ONSHORE FUND III - INV | $119,616 | $119,616 | $0 |
| STABILIS FUND III - INV | $101,556 | $101,556 | $0 |
| TS SYMPHONY - INV | $44,592 | $44,592 | $0 |
| RIVERSTONE/CARLYLE - INV | $6,624 | $6,624 | $0 |
| DUNE REAL ESTATE PARALLEL FUND - INV | $28,126 | $28,126 | $0 |
| STABILIS FUND IV - INV | $109,286 | $109,286 | $0 |
| NEPC LLC | $139,323 | $139,323 | $0 |
| DSM CAPITAL - INV | $70,509 | $70,509 | $0 |
| THAYER ST PARTNERS EQUITY OPP FUND - INV | $4,939 | $4,939 | $0 |
| DUNE PARALLEL AIV LP - INV | $696 | $696 | $0 |
| ENLIGHTENMENT CAP SOLUTIONS FD II LP - INV | $78,067 | $78,067 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $22,732 | $22,732 | $0 |
| FILING FEES | $1,950 | $0 | $1,701 |