LEON LEVY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LEON LEVY FOUNDATION (EIN 30-6085406)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-09
- IRS object ID
- 201713139349100246
- 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
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Other 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 | 2017-11-09T13:30:45-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | 306085406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEON LEVY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2124556233 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA No 20 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Goldrich | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124556233 | PhoneNum |
| Signature | 2017-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGDALENA M CZERNIAWSKI CPA | PreparerPersonNm |
| PTIN | P00535099 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2017-11-07 | PreparationDt |
| 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 | $427,480,722 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,385,310 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,385,310 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,477,024 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,521,528 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,471,891 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $719,192 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $133,376 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,581,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,990,582 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $444,392 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $199,976 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $244,415 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $480,794 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $97,391 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $383,403 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $236,344 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $106,355 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $132,810 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,145 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,784 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,361 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $159,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $87,880 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $40,778 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,149,605 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $705,271 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $440,209 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $164,355 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $158,929 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $806,382 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $125,004 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $22,925 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,443,989 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,443,989 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $445,007 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $155,753 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $289,255 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $40,526 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $16,914 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,612 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,177 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,197 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $980 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,868,006 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,804,472 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63,534 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,269,322 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,911,915 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,661,282 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,895,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,929,939 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,164,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,911,915 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,591,221 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,582,866 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,078,667 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,016,761 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,722,888 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,722,888 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $342,374 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $323,935 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $323,935 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $360,478,828 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $349,852,130 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $374,693,998 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $47,823,744 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,083,843 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $35,097,218 | LandBOYAmt |
| Land EOY | $33,739,901 | LandEOYAmt |
| Land EOYFMV | $33,739,901 | LandEOYFMVAmt |
| Other Assets BOY | $186,189 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $409,121,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $402,638,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $427,480,722 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,906 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $84,667 | AccountsPayableEOYAmt |
| Grants Payable BOY | $63,643,618 | GrantsPayableBOYAmt |
| Grants Payable EOY | $59,510,021 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $292,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $623,139 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $63,938,524 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,217,827 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $345,182,846 | UnrestrictedBOYAmt |
| Unrestricted EOY | $342,421,027 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $345,182,846 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $342,421,027 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $409,121,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $402,638,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $345,182,846 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,582,866 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,853,719 | OtherIncreasesAmt |
| Subtotal | $342,453,699 | SubtotalAmt |
| Other Decreases | $32,672 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $342,421,027 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| publicly traded securities | $32,460,647 | $33,044,504 | -$583,857 | -$583,857 | |||
| pass through capital gains | $1,952,202 | $1,952,202 | $1,952,202 | P | 2016-01-01 | 2016-12-31 | |
| pass through capital gains | $3,379,263 | $3,379,263 | $3,379,263 | P | 2015-01-01 | 2016-12-31 | |
| non k-1 investments | $5,724,283 | $5,724,283 | $5,724,283 | P | 2015-01-01 | 2016-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,471,891 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,888,298 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $397,025,311 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070243 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,411,011 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $410,742,669 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071604 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,360,755 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $411,903,309 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056714 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,479,834 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $402,283,042 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075767 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,087,004 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $367,495,086 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079149 | DistributionYr5Rt |
| Total Distribution | 0.353477 | TotalDistributionRt |
| Average Distribution | 0.070695 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $377,769,476 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,706,413 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $100,787 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,807,200 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,591,221 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $201,573 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $201,573 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $201,573 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160,204 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $30,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $190,204 | TotalPaymentsAndCreditsAmt |
| Tax Due | $11,369 | TaxDueAmt |
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 |
| Org Report Or Register State | CA | 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 | JUSTINE KOCH | IndividualWithBooksNm |
| Phone | 2124556228 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 20TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|
| SHELBY WHITE | ||||||||
| ONE ROCKEFELLER PLAZA 20TH FLOOR | NEW YORK | NY | 10020 | TRUSTEE | 25.00 | $0 | $0 | $0 |
| ELIZABETH MOYNIHAN | ||||||||
| ONE ROCKEFELLER PLAZA 20TH FLOOR | NEW YORK | NY | 10020 | TRUSTEE | 15.00 | $69,392 | $0 | $0 |
| Robert Goldrich | ||||||||
| ONE ROCKEFELLER PLAZA 20TH FLOOR | nEW YORK | NY | 10020 | PRESIDENT | 40.00 | $375,000 | $12,218 | $0 |
| john bernstein | ||||||||
| ONE ROCKEFELLER PLAZA 20TH FLOOR | nEW YORK | NY | 10020 | truSTEE | 10.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| justine Koch | ||||||||
| ONE ROCKEFELLER PLAZA 20TH FLOOR | NEW YORK | NY | 10020 | Controller | 40.00 | $129,854 | $30,567 | $0 |
| Meredith Ross | ||||||||
| ONE ROCKEFELLER PLAZA 20TH FLOOR | NEW YORK | NY | 10020 | Grants Manager | 40.00 | $118,450 | $30,567 | $0 |
| Jennifer Ellis | ||||||||
| ONE ROCKEFELLER PLAZA 20TH FLOOR | NEW YORK | NY | 10020 | Assistant to preside | 40.00 | $92,882 | $15,870 | $0 |
| Mirsad Kojasevic | ||||||||
| ONE ROCKEFELLER PLAZA 20TH FLOOR | NEW YORK | NY | 10020 | manager | 40.00 | $83,302 | $22,359 | $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 |
|---|---|---|---|---|---|
| Investcloud | |||||
| 5310 Cypress Center Dr Ste 100 | Tampa | FL | 33609 | Investment Computer Accounting Program | $183,736 |
| Philippe De Montebello | |||||
| 40 East 94th Street Apt 7A | New York | NY | 10128 | Program Consultant | $152,800 |
| CohnReznick LLP | |||||
| 1212 Avenue of Americas | New York | NY | 10036 | Tax and Audit | $148,600 |
| Ulysses Management | |||||
| One Rockefeller Plaza | New York | NY | 10020 | Computer Maintenance | $123,801 |
| Judith H Dobrzynski | |||||
| 203 East 72nd Street | New York | NY | 10021 | Program Consultant | $102,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INSTITUTE fOR THE STUDY OF THE ANCIENT WORLD-RESEARCH 15 east 84th street NEW YORK, NY 10028 | Description1Txt |
| Expenses1 | $341,380 | Expenses1Amt |
| Description2 | VARIOUS DIRECT PROGRAM EXPENSES ELEUTHERA BOTANICAL GARDEN | Description2Txt |
| Expenses2 | $77,291 | Expenses2Amt |
| Description3 | white levy publications program - harvard | Description3Txt |
| Expenses3 | $110,000 | Expenses3Amt |
| Description4 | various direct program expenses | Description4Txt |
| Expenses4 | $23,389 | Expenses4Amt |
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 | $380,080,050 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,442,261 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $383,522,311 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $383,522,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,752,835 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $377,769,476 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,888,474 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,888,474 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $201,573 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $109,039 | IncomeTaxAmt |
| Total Tax | $310,612 | TotalTaxAmt |
| Distributable Before Adj | $18,577,862 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,577,862 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,577,862 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,591,221 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,591,221 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,591,221 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,577,862 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,058,764 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,951,066 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,050,197 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,265,240 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,358,909 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,684,176 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,591,221 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,577,862 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,013,359 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,697,535 | 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 | $11,058,764 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,638,771 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,951,066 | ExcessFromYear4Amt |
| Excess From Year3 | $3,050,197 | ExcessFromYear3Amt |
| Excess From Year2 | $9,265,240 | ExcessFromYear2Amt |
| Excess From Year1 | $8,358,909 | ExcessFromYear1Amt |
| Excess From Current Year | $7,013,359 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (151 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 92nd Street Y | ||||||||||||
| 1395 Lexington Avenue | New York | NY | 10128 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| Academic Engagement Network | ||||||||||||
| 800 8th Street NW | Washington | DC | 20001 | PC | A Grant to further the donee's exempt purpose. | $50,000 | ||||||
| Alexandria Archive Institute | ||||||||||||
| 125 El Verano Way | San Francisco | CA | 94127 | PC | A Grant to further the donee's exempt purpose. | $35,000 | ||||||
| American Ballet Theatre | ||||||||||||
| 890 Broadway | New York | NY | 100031278 | PC | A Grant to further the donee's exempt purpose. | $10,000 | ||||||
| American Bird Conservancy | ||||||||||||
| PO Box 249 | The Plains | VA | 20198 | PC | A Grant to further the donee's exempt purpose. | $210,000 | ||||||
| American Civil Liberties Union | ||||||||||||
| 125 Broad Street 18th Floor | New York | NY | 100042400 | PC | A Grant to further the donee's exempt purpose. | $150,000 | ||||||
| American Federation of the Arts | ||||||||||||
| 305 East 47th Street 10th Floor | New York | NY | 10017 | PC | A Grant to further the donee's exempt purpose. | $10,000 | ||||||
| American Foundation for Suicide Prevention | ||||||||||||
| 120 Wall Street 29th Floor | New York | NY | 10005 | PC | A Grant to further the donee's exempt purpose. | $200 | ||||||
| American Museum of Natural History | ||||||||||||
| Central Park West at 79th Street | New York | NY | 100245192 | PC | A Grant to further the donee's exempt purpose. | $10,000 | ||||||
| Americans for Oxford Inc | ||||||||||||
| 500 Fifth Avenue 32nd Floor | New York | NY | 10011 | PC | A Grant to further the donee's exempt purpose. | $10,000 | ||||||
| Archaeological Institute of America | ||||||||||||
| 656 Beacon Street | Boston | MA | 022152006 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| Archives of American Art Smithsonian Institution | ||||||||||||
| PO 37012 Victor Building-Suite 2200 | Washington | DC | 200137012 | PC | A Grant to further the donee's exempt purpose. | $5,000 | MRC 937 | |||||
| Ashkelon Expedition Incorporated | ||||||||||||
| 6 Divinity Avenue | Cambridge | MA | 02138 | PC | A Grant to further the donee's exempt purpose. | $30,000 | ||||||
| Ashmolean Museum University of Oxford | ||||||||||||
| North American Office 500 Fifth | New York | NY | 10011 | PC | A Grant to further the donee's exempt purpose. | $25,000 | Avenue 32nd Floor | |||||
| Audubon New York State | ||||||||||||
| 2 Third Street Suite 480 | Troy | NY | 12180 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| Bard Graduate Center for the Studies In the Decorative Arts Design & Cultur | ||||||||||||
| 18 West 86th Street | New York | NY | 10024 | PC | A Grant to further the donee's exempt purpose. | $5,500 | ||||||
| Biblical Archaeology Society | ||||||||||||
| 5208 38th Street NW | Washington | DC | 20015 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| Brennan Center for Justice | ||||||||||||
| 161 Avenue of the Americas 12th | New York | NY | 10013 | PC | A Grant to further the donee's exempt purpose. | $50,000 | Floor | |||||
| Brooklyn Academy of Music | ||||||||||||
| 30 Lafayette Avenue Peter Jay Sharp | Brooklyn | NY | 11217 | PC | A Grant to further the donee's exempt purpose. | $10,000 | Building | |||||
| Brooklyn Botanic Garden | ||||||||||||
| 1000 Washington Avenue | Brooklyn | NY | 11225 | PC | A Grant to further the donee's exempt purpose. | $50,000 | ||||||
| Brooklyn Historical Society | ||||||||||||
| 128 Pierrepont Street | Brooklyn | NY | 11201 | PC | A Grant to further the donee's exempt purpose. | $75,000 | ||||||
| Brooklyn Museum | ||||||||||||
| 200 Eastern Parkway | Brooklyn | NY | 112386052 | PC | A Grant to further the donee's exempt purpose. | $800,000 | ||||||
| Brooklyn Public Library | ||||||||||||
| Grand Army Plaza 3rd floor | Brooklyn | NY | 112385619 | PC | A Grant to further the donee's exempt purpose. | $10,000 | ||||||
| Brooks School | ||||||||||||
| 1160 Great Pond Road | North Andover | MA | 01845 | PC | A Grant to further the donee's exempt purpose. | $100,000 | ||||||
| Bulgarian Helsinki Committee | ||||||||||||
| nc | A Grant to further the donee's exempt purpose. | $27,500 | 7 Varbista Street 4th floo | sofia | BU | |||||||
| Carnegie Hall | ||||||||||||
| 881 Seventh Avenue | New York | NY | 10019 | PC | A Grant to further the donee's exempt purpose. | $10,000 | ||||||
| Center for Curatorial Leadership | ||||||||||||
| 174 East 80th St | New York | NY | 10076 | PC | A Grant to further the donee's exempt purpose. | $50,000 | ||||||
| Center for Jewish History | ||||||||||||
| 15 West 16th Street | New York | NY | 10011 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| Central Park Conservancy | ||||||||||||
| 14 East 60th Street | New York | NY | 10022 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| Chamber Music Society of Lincoln Center | ||||||||||||
| 70 Lincoln Center Plaza | New York | NY | 100236582 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| Christopher Hallett | ||||||||||||
| ONE ROCKEFELLER PLAZA NO 20 FL | New YOrk | NY | 10020 | i | A Grant to further the donee's exempt purpose. | $55,000 | ||||||
| Columbia University Medical Center | ||||||||||||
| Office of Development 516 West | New York | NY | 10032 | PC | A Grant to further the donee's exempt purpose. | $505,000 | 168th Street 3rd Floor | |||||
| Committee to Protect Journalists | ||||||||||||
| 330 Seventh Avenue 11th floor | New York | NY | 10001 | PC | A Grant to further the donee's exempt purpose. | $200,000 | ||||||
| Cornell Laboratory of Ornithology | ||||||||||||
| 159 Sapsucker Woods Road | Ithaca | NY | 148501999 | PC | A Grant to further the donee's exempt purpose. | $205,000 | ||||||
| Courtauld Institute of Art | ||||||||||||
| nc | A Grant to further the donee's exempt purpose. | $200,000 | Somerset House Strand | london | UK | |||||||
| Cycladic Art Foundation | ||||||||||||
| 29 Broadway Suite 700 | New York | NY | 100063102 | PC | A Grant to further the donee's exempt purpose. | $10,000 | ||||||
| Educational Alliance | ||||||||||||
| 197 East Broadway | New York | NY | 100025598 | PC | A Grant to further the donee's exempt purpose. | $2,500 | ||||||
| Eleuthera Botanical Garden | ||||||||||||
| ONE ROCKEFELLER PLAZA NO 20 FL | New YOrk | NY | 10020 | PC | A Grant to further the donee's exempt purpose. | $77,291 | ||||||
| En Garde Arts | ||||||||||||
| 120 Hamilton Avenue | Hastings on Hudson | NY | 10706 | PC | A Grant to further the donee's exempt purpose. | $1,500 | ||||||
| Film Society of Lincoln Center | ||||||||||||
| 70 Lincoln Center Plaza | New York | NY | 100236595 | PC | A Grant to further the donee's exempt purpose. | $10,000 | ||||||
| Fort Tryon Park Trust | ||||||||||||
| PO Box 1044 Fort George Station | New York | NY | 10040 | PC | A Grant to further the donee's exempt purpose. | $500 | ||||||
| Freer Gallery of Art & Arthur Sackler Gallery | ||||||||||||
| PO Box 37012 MRC 707 | Washington | DC | 200137012 | PC | A Grant to further the donee's exempt purpose. | $45,000 | ||||||
| Frick Collection | ||||||||||||
| One East 70th Street | New York | NY | 100214994 | PC | A Grant to further the donee's exempt purpose. | $70,500 | ||||||
| Friends of Fondation de France | ||||||||||||
| 275 Madison Avenue 6th Floor | New York | NY | 10016 | PC | A Grant to further the donee's exempt purpose. | $110,000 | ||||||
| Friends of Governors Island | ||||||||||||
| 55 Exchange Place Suite 405 | New York | NY | 10005 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| Friends of PS-IS 187 | ||||||||||||
| 809 West 181st St 130 | New York | NY | 10033 | PC | A Grant to further the donee's exempt purpose. | $1,500 | ||||||
| Garden Conservancy | ||||||||||||
| PO Box 219 | Cold Spring | NY | 10516 | PC | A Grant to further the donee's exempt purpose. | $15,000 | ||||||
| Global Lyme Alliance | ||||||||||||
| 222 Railroad Avenue Suite 2B | Greenwich | CT | 06830 | PC | A Grant to further the donee's exempt purpose. | $2,500 | ||||||
| Governance Institute | ||||||||||||
| 1775 Massachusetts Avenue | Washington | DC | 20036 | PC | A Grant to further the donee's exempt purpose. | $75,000 | ||||||
| Graduate Center - City University of New York | ||||||||||||
| 365 Fifth Avenue | New York | NY | 100164309 | PC | A Grant to further the donee's exempt purpose. | $674,000 | ||||||
| Guidestar | ||||||||||||
| 4801 Courthouse Street Suite 220 | Williamsburg | VA | 231882678 | PC | A Grant to further the donee's exempt purpose. | $1,000 | ||||||
| Harvard Semitic Museum | ||||||||||||
| 6 Divinity Avenue | Cambridge | MA | 02138 | PC | A Grant to further the donee's exempt purpose. | $478,000 | ||||||
| Health Association of Central Eleut | ||||||||||||
| nc | A Grant to further the donee's exempt purpose. | $1,000 | Governors Harbour | eleuthera | BF | |||||||
| Here Arts Center | ||||||||||||
| 145 Sixth Avenue | New York | NY | 10013 | PC | A Grant to further the donee's exempt purpose. | $1,000 | ||||||
| Hispanic Society of America | ||||||||||||
| 613 West 155th Street | New York | NY | 10032 | PC | A Grant to further the donee's exempt purpose. | $1,500 | ||||||
| House of the Redeemer | ||||||||||||
| 7 East 95th St | New York | NY | 10020 | PC | A Grant to further the donee's exempt purpose. | $7,350 | ||||||
| Human Rights First | ||||||||||||
| 75 Broad Street 31st Floor | New York | NY | 10004 | PC | A Grant to further the donee's exempt purpose. | $80,000 | ||||||
| Immigrant Justice Corps | ||||||||||||
| 17 Battery Place Suite 236 | New York | NY | 10004 | PC | A Grant to further the donee's exempt purpose. | $500,000 | ||||||
| Institute for Advanced Study | ||||||||||||
| Einstein Drive | Princeton | NJ | 085400631 | PC | A Grant to further the donee's exempt purpose. | $4,025,000 | ||||||
| Institute for the Study of the Ancient World | ||||||||||||
| 15 E 84th St | New york | NY | 10028 | PC | A Grant to further the donee's exempt purpose. | $237,146 | ||||||
| Institute of Archaeology Czech Academy of Sciences | ||||||||||||
| NC | A Grant to further the donee's exempt purpose. | $13,511 | Letenska 4 118 01 | prague | EZ | |||||||
| Institute of Fine Arts | ||||||||||||
| 1 East 78th Street | New York | NY | 100750178 | PC | A Grant to further the donee's exempt purpose. | $203,700 | ||||||
| Intelligence Squared US | ||||||||||||
| c/o The Rosenkranz Foundation 590 | New York | NY | 10022 | PC | A Grant to further the donee's exempt purpose. | $10,000 | Madison Avenue 30th floor | |||||
| International Foundation for Art Research | ||||||||||||
| 500 Fifth Avenue Suite 935 | New York | NY | 10110 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| International Rescue Committee | ||||||||||||
| 122 East 42nd Street | New York | NY | 101681289 | PC | A Grant to further the donee's exempt purpose. | $2,500 | ||||||
| Israel Museum | ||||||||||||
| 545 Fifth Avenue Suite 920 | New York | NY | 10017 | PC | A Grant to further the donee's exempt purpose. | $35,000 | ||||||
| Jewish Museum | ||||||||||||
| 1109 Fifth Avenue | New York | NY | 10128 | PC | A Grant to further the donee's exempt purpose. | $100,000 | ||||||
| Johns Hopkins Medicine (Neurology) | ||||||||||||
| Neurology 600 North Wolfe Street/Pa | Baltimore | MD | 212876921 | PC | A Grant to further the donee's exempt purpose. | $50,000 | hology 2-210 | |||||
| Lawrence Stager | ||||||||||||
| ONE ROCKEFELLER PLAZA NO 20 FL | New YOrk | NY | 10020 | I | A Grant to further the donee's exempt purpose. | $55,000 | ||||||
| Legal Aid Society | ||||||||||||
| 199 Water Street | New York | NY | 10038 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| Lincoln Center for the Performing Arts | ||||||||||||
| 70 Lincoln Center Plaza | New York | NY | 100236585 | PC | A Grant to further the donee's exempt purpose. | $10,000 | ||||||
| Lincoln Center Theater | ||||||||||||
| 150 West 65th Street | New York | NY | 100236975 | PC | A Grant to further the donee's exempt purpose. | $15,000 | ||||||
| Louvre | ||||||||||||
| 305 East 47th Street 10th Floor | New York | NY | 10017 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| Lower East Side Tenement Museum | ||||||||||||
| 91 Orchard Street | New York | NY | 10002 | PC | A Grant to further the donee's exempt purpose. | $50,000 | ||||||
| MacDowell Colony | ||||||||||||
| 163 East 81st Street | New York | NY | 10028 | PC | A Grant to further the donee's exempt purpose. | $55,000 | ||||||
| Maine Coast Heritage Trust | ||||||||||||
| 1 Bowdoin Mill Island Suite 201 | Topsham | ME | 04086 | PC | A Grant to further the donee's exempt purpose. | $2,500 | ||||||
| Manhattan Theatre Club | ||||||||||||
| 311 West 43rd St 8th Floor | New York | NY | 10036 | PC | A Grant to further the donee's exempt purpose. | $30,000 | ||||||
| Marg Foundation | ||||||||||||
| PF | A Grant to further the donee's exempt purpose. | $23,000 | 148 Mahatma Gandhi Road 3rd fl | mumbai | IN | |||||||
| MDI Biological Laboratory | ||||||||||||
| PO Box 35 | Salisbury Cove | ME | 04672 | PC | A Grant to further the donee's exempt purpose. | $1,000 | ||||||
| Memorial Sloan-Kettering Cancer Center | ||||||||||||
| 1275 York Avenue | New York | NY | 10021 | PC | A Grant to further the donee's exempt purpose. | $25,000 | ||||||
| Metropolitan Museum of Art | ||||||||||||
| 1000 Fifth Avenue | New York | NY | 100280198 | PC | A Grant to further the donee's exempt purpose. | $113,667 | ||||||
| Metropolitan Opera | ||||||||||||
| Lincoln Center | New York | NY | 10023 | PC | A Grant to further the donee's exempt purpose. | $18,000 | ||||||
| Morgan Library | ||||||||||||
| 225 Madison Avenue | New York | NY | 100163405 | PC | A Grant to further the donee's exempt purpose. | $157,911 | ||||||
| Mount Sinai | ||||||||||||
| One Gustave L Levy Place Box 1065 | New York | NY | 10029 | PC | A Grant to further the donee's exempt purpose. | $441,600 | ||||||
| mount sinai medical | ||||||||||||
| 1 Gustave L Levy Pl | new york | NY | 10029 | PC | A Grant to further the donee's exempt purpose. | $20,450 | ||||||
| Museum of Modern Art | ||||||||||||
| 11West 53rd Street | New York | NY | 10019 | PC | A Grant to further the donee's exempt purpose. | $202,059 | ||||||
| Museum of the City of New York | ||||||||||||
| 1220 Fifth Avenue | New York | NY | 10029 | PC | A Grant to further the donee's exempt purpose. | $10,000 | ||||||
| National Audubon Society | ||||||||||||
| 225 Varick Street 7th Floor | New York | NY | 10014 | PC | A Grant to further the donee's exempt purpose. | $10,000 | ||||||
| National Gallery of Art | ||||||||||||
| 2000B South Club Drive | Landover | MD | 20785 | PC | A Grant to further the donee's exempt purpose. | $1,000 | ||||||
| National Parks of New York Harbor Conservancy | ||||||||||||
| Federal Hall National Memorial 26 | New York | NY | 10005 | PC | A Grant to further the donee's exempt purpose. | $10,000 | Wall Street | |||||
| National Trust for Historic Preservation | ||||||||||||
| The Watergate Office Building 2600 | Washington | DC | 20037 | PC | A Grant to further the donee's exempt purpose. | $5,000 | Virginia Ave Suite 1000 | |||||
| Natural Areas Conservancy | ||||||||||||
| 1234 Fifth Avenue | New York | NY | 10029 | PC | A Grant to further the donee's exempt purpose. | $12,500 | ||||||
| Neue Galerie Museum for German & Austrian Art | ||||||||||||
| 1048 Fifth Avenue | New York | NY | 10028 | PC | A Grant to further the donee's exempt purpose. | $2,500 | ||||||
| New 42nd Street | ||||||||||||
| 229 West 42nd Street 10th floor | New York | NY | 100367299 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| New York Botanical Garden | ||||||||||||
| 2900 Southern Boulevard | Bronx | NY | 10458 | PC | A Grant to further the donee's exempt purpose. | $609,000 | ||||||
| New York City Audubon | ||||||||||||
| 71 West 23rd Street Suite 1523 | New York | NY | 10010 | PC | A Grant to further the donee's exempt purpose. | $60,000 | ||||||
| New York City Ballet | ||||||||||||
| David H Koch Theater 20 Lincoln | New York | NY | 10023 | PC | A Grant to further the donee's exempt purpose. | $5,000 | Center | |||||
| New York City Center | ||||||||||||
| 130 West 56th Street | New York | NY | 10019 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| New York Philharmonic | ||||||||||||
| Avery Fisher Hall 10 Lincoln Center | New York | NY | 100236970 | PC | A Grant to further the donee's exempt purpose. | $544,322 | Plaza | |||||
| New York Public Library | ||||||||||||
| Fifth Avenue 42nd Street | New York | NY | 100182798 | PC | A Grant to further the donee's exempt purpose. | $15,000 | ||||||
| New York Theatre Workshop | ||||||||||||
| 79 East 4th Street | New York | NY | 10003 | PC | A Grant to further the donee's exempt purpose. | $2,500 | ||||||
| New York University | ||||||||||||
| 25 West 4th Street 2nd Floor Suite | New York | NY | 10012 | PC | A Grant to further the donee's exempt purpose. | $8,058,229 | 201A | |||||
| New Yorkers for Parks | ||||||||||||
| 55 Broad Street 23rd Floor | New York | NY | 10004 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| New York-Presbyterian Hospital | ||||||||||||
| 525 East 68th Street Box 123 | New York | NY | 10065 | PC | A Grant to further the donee's exempt purpose. | $25,000 | ||||||
| New-York Historical Society | ||||||||||||
| 170 Central Park West | New York | NY | 10024 | PC | A Grant to further the donee's exempt purpose. | $148,030 | ||||||
| Noguchi Museum The | ||||||||||||
| 32-37 Vernon Boulevard | Long Island City | NY | 11106 | PC | A Grant to further the donee's exempt purpose. | $1,000 | ||||||
| Nonprofit Coordinating Committee of New York | ||||||||||||
| 1350 Broadway Suite 1801 | New York | NY | 10018 | PC | A Grant to further the donee's exempt purpose. | $4,500 | ||||||
| Nyu Langone Medical Center | ||||||||||||
| 550 Fifth Avenue HCC-15 | New York | NY | 10016 | PC | A Grant to further the donee's exempt purpose. | $540,911 | ||||||
| One Eleuthera Foundation | ||||||||||||
| 103 Dumbarton Court | Cary | NC | 275116305 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| Orpheus Chamber Orchestra | ||||||||||||
| 490 Riverside Drive 11th floor | New York | NY | 100275788 | PC | A Grant to further the donee's exempt purpose. | $10,000 | ||||||
| Packer Collegiate Institute | ||||||||||||
| 170 Joralemon Street | Brooklyn | NY | 112019865 | PC | A Grant to further the donee's exempt purpose. | $11,500 | ||||||
| Park Avenue Armory | ||||||||||||
| 643 Park Avenue | New York | NY | 10065 | PC | A Grant to further the donee's exempt purpose. | $17,000 | ||||||
| Pen American Center | ||||||||||||
| 588 Broadway Suite 303 | New York | NY | 100123225 | PC | A Grant to further the donee's exempt purpose. | $10,000 | ||||||
| Philanthropy New York | ||||||||||||
| 1500 Broadway 7th Floor | New York | NY | 10036 | PC | A Grant to further the donee's exempt purpose. | $20,500 | ||||||
| Ping Chong and Company | ||||||||||||
| 47 Great Jones Street 6th floor | New York | NY | 10012 | PC | A Grant to further the donee's exempt purpose. | $12,000 | ||||||
| Planned Parenthood of New York City Inc | ||||||||||||
| 26 Bleecker Street | New York | NY | 100127200 | PC | A Grant to further the donee's exempt purpose. | $13,000 | ||||||
| Playwrights Horizons | ||||||||||||
| 416 West 42nd Street | New York | NY | 10036 | PC | A Grant to further the donee's exempt purpose. | $3,000 | ||||||
| Poets House | ||||||||||||
| 10 River Terrace | New York | NY | 10282 | PC | A Grant to further the donee's exempt purpose. | $79,677 | ||||||
| ProPublica | ||||||||||||
| 155 Avenue of the Americas 13th | New York | NY | 10013 | PC | A Grant to further the donee's exempt purpose. | $50,000 | floor | |||||
| Prospect Park Alliance | ||||||||||||
| 95 Prospect Park West | Brooklyn | NY | 11215 | PC | A Grant to further the donee's exempt purpose. | $25,000 | ||||||
| Public Theater The | ||||||||||||
| 425 Lafayette Street | New York | NY | 10003 | PC | A Grant to further the donee's exempt purpose. | $24,500 | ||||||
| Queens Library Foundation | ||||||||||||
| 89-11 Merrick Boulevard | Queens | NY | 11432 | PC | A Grant to further the donee's exempt purpose. | $800 | ||||||
| Rainforest Trust | ||||||||||||
| 7078 Airlie Road | Warrenton | VA | 20187 | PC | A Grant to further the donee's exempt purpose. | $2,500 | ||||||
| Rockefeller University | ||||||||||||
| 1230 York Avenue | New York | NY | 10065 | PC | A Grant to further the donee's exempt purpose. | $508,000 | ||||||
| Roundabout Theatre Company | ||||||||||||
| 231 West 39th Street Suite 1200 | New York | NY | 10018 | PC | A Grant to further the donee's exempt purpose. | $15,000 | ||||||
| Science Philanthropy Alliance | ||||||||||||
| 480 S California Avenue 304 | Palo Alto | CA | 94306 | PC | A Grant to further the donee's exempt purpose. | $50,000 | ||||||
| Settlement Housing Fund | ||||||||||||
| 247 West 37th Street 4th Floor | New York | NY | 10018 | PC | A Grant to further the donee's exempt purpose. | $20,000 | ||||||
| Signature Theatre | ||||||||||||
| 480 W 42nd Street 2nd Floor | New York | NY | 10036 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| Socrates Sculpture Park | ||||||||||||
| PO Box 6259 32-01 Vernon Blvd | Long Island City | NY | 11106 | PC | A Grant to further the donee's exempt purpose. | $7,500 | ||||||
| Soho Repertory Theatre | ||||||||||||
| 401 Broadway Suite 300 | New York | NY | 10013 | PC | A Grant to further the donee's exempt purpose. | $3,000 | ||||||
| St Francis of Assisi Church | ||||||||||||
| 2 Green Street | Mount Kisco | NY | 10549 | PC | A Grant to further the donee's exempt purpose. | $600 | ||||||
| Studio In A School | ||||||||||||
| 410 West 59th Street | New York | NY | 10019 | PC | A Grant to further the donee's exempt purpose. | $1,000 | ||||||
| Symphony Space | ||||||||||||
| 2537 Broadway | New York | NY | 100256990 | PC | A Grant to further the donee's exempt purpose. | $3,000 | ||||||
| the Bahamas National Trust | ||||||||||||
| nc | A Grant to further the donee's exempt purpose. | $574,845 | PO Box N4105 The Retreat Village | Nassau | BF | Road | ||||||
| The Haynes Library | ||||||||||||
| NC | A Grant to further the donee's exempt purpose. | $5,000 | One Haynes Avenue | eleuthera | BF | Governors Harbour | ||||||
| The New Criterion | ||||||||||||
| 900 Broadway 602 | New York | NY | 10003 | PC | A Grant to further the donee's exempt purpose. | $2,500 | ||||||
| Thirteen | ||||||||||||
| 825 Eighth Ave | New York | NY | 100197435 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| Trust for Public Land | ||||||||||||
| Mid-Atlantic Regional Office 666 | New York | NY | 10012 | PC | A Grant to further the donee's exempt purpose. | $2,500 | Broadway 9th Floor | |||||
| Wave Hill Inc | ||||||||||||
| 675 West 252nd Street | Bronx | NY | 104712899 | PC | A Grant to further the donee's exempt purpose. | $10,000 | ||||||
| Weill Cornell Medicine | ||||||||||||
| 525 East 68th Street | New York | NY | 10065 | PC | A Grant to further the donee's exempt purpose. | $380,600 | ||||||
| White Levy Program for Archaeological Publications | ||||||||||||
| Harvard University Semitic Museum 6 | Cambridge | MA | 02138 | PC | A Grant to further the donee's exempt purpose. | $773,540 | Divinity Avenue | |||||
| Whitney Museum of Art | ||||||||||||
| 99 Gansevoort St | New York | NY | 10014 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| Wildlife Conservation Society | ||||||||||||
| 2300 Southern Boulevard | Bronx | NY | 104609975 | PC | A Grant to further the donee's exempt purpose. | $105,249 | ||||||
| Windermere Island Foundation Inc | ||||||||||||
| 63 Kercheval Avenue Suite 301 | Grosse Pointe Farms | MI | 48236 | PC | A Grant to further the donee's exempt purpose. | $1,000 | ||||||
| WNYC 939FMAM 820 | ||||||||||||
| 160 Varick Street | New York | NY | 10013 | PC | A Grant to further the donee's exempt purpose. | $5,000 | ||||||
| Wolfsonian Florida International University Alliance | ||||||||||||
| 1001 Washington Avenue | Miami Beach | FL | 33139 | PC | A Grant to further the donee's exempt purpose. | $2,500 | ||||||
| Works & Process Inc | ||||||||||||
| 708 Third Avenue Suite 1005 | New York | NY | 10017 | PC | A Grant to further the donee's exempt purpose. | $35,000 | ||||||
| Writers Room | ||||||||||||
| 740 Broadway | New York | NY | 10003 | PC | A Grant to further the donee's exempt purpose. | $17,000 | ||||||
| Yeshiva University Museum | ||||||||||||
| 15 West 16th Street | New York | NY | 10011 | PC | A Grant to further the donee's exempt purpose. | $2,500 | ||||||
| YM & YWHA of Washington Heights & Inwood | ||||||||||||
| 54 Nagle Avenue | New York | NY | 10040 | PC | A Grant to further the donee's exempt purpose. | $250 | ||||||
| Young Concerts Artists Inc | ||||||||||||
| 250 West 57th Street | New York | NY | 101070103 | PC | A Grant to further the donee's exempt purpose. | $10,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,929,938 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Academic Engagement Network | ||||||
| 800 8th Street NW | Washington | DC | 20001 | PC | A Grant to further the donee's exempt purpose. | $50,000 |
| Ashmolean Museum University of Oxford | ||||||
| 500 5th Avenue 3rd Fl | New York | NY | 10011 | PC | A Grant to further the donee's exempt purpose. | $75,000 |
| Columbia University Medical Center | ||||||
| 516 WEST 168TH st 3rd fl | New York | NY | 10032 | PC | A Grant to further the donee's exempt purpose. | $3,000,000 |
| Graduate Center - City University of New York | ||||||
| 365 5th avenue | New York | NY | 10016 | PC | A Grant to further the donee's exempt purpose. | $1,345,500 |
| Jewish Museum The | ||||||
| 1109 Fifth Ave | New York | NY | 10128 | PC | A Grant to further the donee's exempt purpose. | $100,000 |
| Johns Hopkins Medicine (Neurology) | ||||||
| 600 NORTH WOLFE STREET | Baltimore | MD | 21287 | PC | A Grant to further the donee's exempt purpose. | $50,000 |
| Lower East Side Tenement Museum | ||||||
| 91 ORCHARD STREET | New York | NY | 10002 | PC | A Grant to further the donee's exempt purpose. | $100,000 |
| Museum of Modern Art | ||||||
| 11WEST 53RD STREET | New York | NY | 10019 | PC | A Grant to further the donee's exempt purpose. | $732,778 |
| New York University | ||||||
| 25 WEST 4TH STREET 2ND FL | New York | NY | 10012 | PC | A Grant to further the donee's exempt purpose. | $34,890,213 |
| Poets House | ||||||
| 10 RIVER TERRACE | New York | NY | 10282 | PC | A Grant to further the donee's exempt purpose. | $150,679 |
| Rockefeller University | ||||||
| 1230 YORK AVENUE | New York | NY | 10065 | PC | A Grant to further the donee's exempt purpose. | $1,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $41,994,170 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,385,310 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $582,898 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,294 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,133 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,471,891 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $588,031 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,993,500 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,581,531 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CohnReznick LLP | $152,800 | $84,040 | $37,818 |
| Paul Keller, CPA | $2,600 | $1,950 | $650 |
| RSM | $4,200 | $1,890 | $2,310 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (7 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| The Bahamas National Trust | |||||||||
| PO Box N4105 The Retreat Village | Road | Nassau | nassau | BF | 2016-12-31 | $574,845 | A Grant to further the donee's exempt purpose. | 12/31/16 | organization has no reason to believe the organization will not use the funds for charitable purpose |
| The Courtauld Institute of Art | |||||||||
| The Somerset House Strand | London | england | UK | 2016-12-31 | $200,000 | A Grant to further the donee's exempt purpose. | 12/31/16 | organization has no reason to believe the organization will not use the funds for charitable purpose | |
| The Haynes Library | |||||||||
| One Haynes Avenue Governors Harbor | Eleuthera | nassau | BF | 2016-12-31 | $5,000 | A Grant to further the donee's exempt purpose. | 12/31/16 | organization has no reason to believe the organization will not use the funds for charitable purpose | |
| Bulgarian Helsinki Committee | |||||||||
| 7 Varbista Street 4th floor | sofia | bulgaria | BU | 2016-12-31 | $27,500 | A Grant to further the donee's exempt purpose. | 12/31/16 | organization has no reason to believe the organization will not use the funds for charitable purpose | |
| Health Association of Central Eleuthera | |||||||||
| Governors Harbour | eleuthera | nassau | BF | 2016-12-31 | $1,000 | A Grant to further the donee's exempt purpose. | 12/31/16 | organization has no reason to believe the organization will not use the funds for charitable purpose | |
| Institute of Archaeology Czech Academy of Sciences | |||||||||
| Letenska 4 118 01 | prague | Czech Republic | EZ | 2016-12-31 | $13,511 | A Grant to further the donee's exempt purpose. | 12/31/16 | organization has no reason to believe the organization will not use the funds for charitable purpose | |
| Marg Foundation | |||||||||
| 148 Mahatma Gandhi Road 3rd fl | mumbai | india | IN | 2016-12-31 | $23,000 | A Grant to further the donee's exempt purpose. | 12/31/16 | organization has no reason to believe the organization will not use the funds for charitable purpose | |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| pass through capital gains | 2015-01 | Purchased | 2016-12 | $5,057 | $0 | $5,057 |
| pass through capital gains | 2016-01 | Purchased | 2016-12 | $76 | $0 | $76 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-B, LINE 1A(4): | FormAndLineReferenceDesc |
| Medium Explanation | TRUSTEES ROBERT GOLDRICH AND ELIZABETH MOYNIHAN, RECEIVED COMPENSATION FOR THE YEAR ENDING DECEMBER 31, 2016. THIS AMOUNT REPRESENTS PAYMENT FOR THEIR SERVICES WITH REGARD TO THE FOUNDATION AND THE SERVICES IT PROVIDES. THIS MEETS THE EXCEPTION AND IS CONSIDERED REASONABLE, AND THEREFORE FORM 4720 IS NOT PREPARED. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $349,852,130 | BookValueAmt |
| EOYFMV | $374,693,998 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Patterson Belknap Webb & Tyler LLP | CategoryTxt |
| Legal Fees | $28,145 | LegalFeesAmt |
| Net Investment Income | $8,784 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,361 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE, STATE AND UNRELATED BUSINESS INCOME TAXES RECEIVABLE | Desc |
| BOY Book Value | $186,189 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | non deductable expenses | Desc |
| Amt | $32,672 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| postage | $2,010 | $0 | $2,010 |
| bank fees | $4,246 | $2,335 | $1,911 |
| storage | $5,404 | $2,972 | $2,432 |
| membership dues | $5,571 | $0 | $5,571 |
| telephone | $6,299 | $3,464 | $2,834 |
| office supplies | $9,426 | $5,185 | $4,242 |
| miscellaneous expenses | $27,653 | $13,826 | $13,827 |
| office insurance | $68,237 | $37,530 | $30,707 |
| Pass through expenses k-1 | $1,739,160 | $1,739,160 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $133,376 | $133,376 | $133,376 |
| UNRELATED BUSINESS INCOME | $582,898 | $0 | $582,898 |
| Tax exempt income | $2,918 | $0 | $2,918 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | book to tax adjustment | Desc |
| Amt | $8,853,719 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | taxes payable | Desc |
| BOY Book Value | $292,000 | BOYBookValueAmt |
| EOY Book Value | $623,139 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (14 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| adp | $4,126 | $0 | $0 |
| Board Vantage - IT | $3,950 | $1,778 | $2,173 |
| Brown Brothers Harriman | $89,211 | $89,211 | $0 |
| Cloud for Good | $2,700 | $0 | $2,700 |
| creative science - web design | $11,200 | $0 | $11,200 |
| Emerald Partners | $85,815 | $0 | $85,815 |
| Investcloud | $183,736 | $183,736 | $0 |
| jp morgan | $133,980 | $133,980 | $0 |
| Judith Dobryznski | $102,850 | $0 | $102,850 |
| pershing LLP | $156,815 | $156,815 | $0 |
| Philippe de Montebello | $150,000 | $0 | $150,000 |
| RoundCorner, Inc | $5,000 | $0 | $5,000 |
| Strategic Financial Solutions | $9,900 | $9,900 | $0 |
| Ulysses-IT | $210,322 | $129,851 | $80,471 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal & State taxes | $659,953 | $0 | $1,500 |
| FOREIGN TAXES WITHHELD | $98,818 | $98,818 | $0 |
| payroll taxes | $47,611 | $26,186 | $21,425 |