LOUIS AND ANNE ABRONS FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS AND ANNE ABRONS FOUNDATION INC (EIN 13-6061329)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-03
- IRS object ID
- 201713079349100131
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-03T14:40:36-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 136061329 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Louis and Anne Abrons Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY L ABRONS | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $129,017,862 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,095 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,095 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $997,140 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $997,140 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $66,237 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $66,237 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $43,105 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,591,416 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,945,481 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,591,416 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,326,810 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $596,161 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,989,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,259,049 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,589 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,589 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,230 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,230 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $978,611 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $978,611 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $77,520 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,070 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $9,237 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,237 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $494 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $494 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $324,189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $224,627 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $99,560 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,401,870 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,215,308 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $121,110 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,255,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,255,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,657,120 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,215,308 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,376,360 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,667,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,043,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,977,849 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,706,994 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,706,994 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $367,685 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $47,400,248 | CorporateStockBOYAmt |
| Corporate Stock EOY | $56,613,977 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,394,014 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $233,397 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $233,397 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $50,000 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $64,944,752 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $63,750,601 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $64,916,854 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $126,973,931 | TotalAssetsBOYAmt |
| Total Assets EOY | $125,304,969 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $129,017,862 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,842 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,302 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,842 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,302 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $126,968,089 | RetainedEarningBOYAmt |
| Retained Earning EOY | $125,300,667 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $126,968,089 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $125,300,667 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $126,973,931 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $125,304,969 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $126,968,089 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,667,422 | ExcessRevenueOverExpensesAmt |
| Subtotal | $125,300,667 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $125,300,667 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $23,391,953 | $23,168,088 | $223,865 | $223,865 | |||
| Passthrough K1 Capital Gain/(Loss) | -$370,468 | ||||||
| THIRD POINT OFFSHORE FUND, LTD | $1,000,000 | $1,002,157 | -$2,157 | -$2,157 | P | 2014-03-01 | 2016-03-31 |
| THIRD POINT OFFSHORE FUND, LTD | $1,000,000 | $957,681 | $42,319 | $42,319 | P | 2014-03-01 | 2016-06-30 |
| CO-OP UNITS - 31 EAST 64TH STREET | $2,775,000 | $278,909 | $2,496,091 | $2,496,091 | P | 2012-12-31 | 2016-05-12 |
| FUNDSMITH EQUITY FUND, L.P | $972 | $975 | -$3 | -$3 | P | 2016-07-29 | 2016-08-31 |
| FUNDSMITH EQUITY FUND, L.P | $1,963 | $1,952 | $11 | $11 | P | 2016-07-29 | 2016-09-30 |
| FUNDSMITH EQUITY FUND, L.P | $1,878 | $1,951 | -$73 | -$73 | P | 2016-07-29 | 2016-10-31 |
| FUNDSMITH EQUITY FUND, L.P | $1,818 | $1,949 | -$131 | -$131 | P | 2016-07-29 | 2016-11-30 |
| FUNDSMITH EQUITY FUND, L.P | $1,873 | $1,949 | -$76 | -$76 | P | 2016-07-29 | 2016-12-30 |
| GOTHAM HEDGED VALUE STRATEGIES INTL SPC, LTD | $1,712,701 | $1,931,334 | -$218,633 | -$218,633 | P | 2014-04-01 | 2016-02-01 |
| JHL CAPITAL GROUP FUND LTD | $746,727 | $731,243 | $15,484 | $15,484 | P | 2014-03-31 | 2016-06-01 |
| SENIOR BRIDGE RECEIVABLE | $10,596 | $27,033 | -$16,437 | -$16,437 | P | 2012-12-31 | 2016-10-13 |
| STELLIAM OFFSHORE FUND, LTD | $1,000,000 | $1,031,445 | -$31,445 | -$31,445 | P | 2014-04-03 | 2016-04-01 |
| YORK CREDIT OPP UNIT TRUST | $1,000,000 | $1,187,167 | -$187,167 | -$187,167 | P | 2014-04-01 | 2016-04-01 |
| LEE FUND LIMITED | $2,300,000 | $2,659,764 | -$359,764 | -$359,764 | P | 2015-04-01 | 2016-05-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,591,416 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,432,392 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $126,195,203 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.019275 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,769,820 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $144,544,716 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053754 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,006,040 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $84,093,872 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047638 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,083,572 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $82,423,903 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049544 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,986,182 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $88,761,994 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044909 | DistributionYr5Rt |
| Total Distribution | 0.21512 | TotalDistributionRt |
| Average Distribution | 0.043024 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $126,256,413 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,432,056 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,437 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,452,493 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,376,360 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,875 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $40,875 | SubtotalAmt |
| Tax Based On Investment Income | $40,875 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $65,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $24,325 | OverpaymentAmt |
| Applied To ES Tax | $24,325 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|
| Adam Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $599 | $0 | $0 |
| Alix Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Anne Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Eleanor Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec | 2.0 | $599 | $0 | $0 |
| Henry L Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Treas | 3.0 | $0 | $0 | $0 |
| John Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $599 | $0 | $0 |
| Leslie Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Pres / Dir | 3.0 | $599 | $0 | $0 |
| Peter Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Pres / Dir | 3.0 | $599 | $0 | $0 |
| Richard Abrons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $599 | $0 | $0 |
| Judith Aranow | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Dylan Armajani | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $599 | $0 | $0 |
| Stephanie Klein DiChristina | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $599 | $0 | $0 |
| Vicki Aranow Feiner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $599 | $0 | $0 |
| Jennifer Schwartz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $599 | $0 | $0 |
| Amy Sharpe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $599 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| New Providence Asset Management | |||||
| 570 Lexington Ave 5th Floor | New York | NY | 10022 | Investment Mgmt | $444,863 |
| pershing advisor solutions llc | |||||
| one pershing plaza | JERSEY CITY | NJ | 07399 | Investment Mgmt | $167,859 |
| national financial services | |||||
| po box 145443 | CINCINNATI | OH | 45250 | Investment mgmt | $149,677 |
| foundation source | |||||
| 55 Walls Drive 3rd floor | FAIRFIELD | CT | 06824 | administrative | $91,500 |
| fidelity | |||||
| po box 770001 | CINCINNATI | OH | 45277 | investment mgmt | $77,049 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,857,307 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,786,747 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $63,535,045 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $128,179,099 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $128,179,099 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,922,686 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $126,256,413 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,312,821 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,312,821 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,875 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,875 | TotalTaxAmt |
| Distributable Before Adj | $6,271,946 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,271,946 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,271,946 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,376,360 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,376,360 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,376,360 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,271,946 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $976,254 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Qualifying Distributions | $4,376,360 | QualifyingDistributionsAmt |
| Applied To Year1 | $976,254 | AppliedToYear1Amt |
| Applied To Current Year | $3,400,106 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,871,840 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (208 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350ORG | |||||||
| 20 JAY ST STE 1010 | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $5,000 |
| ACKERMAN INSTITUTE FOR THE FAMILY | |||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | N/A | PC | The Justice Project | $30,000 |
| ALBANY PARK THEATER PROJECT | |||||||
| PO BOX 25072 | CHICAGO | IL | 60625 | N/A | PC | General & Unrestricted | $75,000 |
| ALBANY PARK THEATER PROJECT | |||||||
| PO BOX 25072 | CHICAGO | IL | 60625 | N/A | PC | Laura Wiley Opportunity Fund | $22,000 |
| ALBANY PARK THEATER PROJECT | |||||||
| PO BOX 25072 | CHICAGO | IL | 60625 | N/A | PC | Capacity Building Program | $25,000 |
| ALLIANCE FOR JUSTICE | |||||||
| 11 DUPONT CIR | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $2,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $110,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | N/A | PC | general operating support and smart justice campaign | $15,000 |
| AMERICAN CIVIL LIBERTIES UNION OF MAINE FOUNDATION | |||||||
| 121 MIDDLE ST STE 303 | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $3,000 |
| AMERICAN NATIONAL RED CROSS - GREENWICH CHAPTER | |||||||
| 99 INDIAN FIELD RD | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $12,000 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 520 8TH AVE 7TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $6,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | PC | General & Unrestricted | $5,000 |
| APROPOS-HOUSING OPPORTUNITIES AND MANAGEMENT ENTER | |||||||
| 141 TOMPKINS AVE 3RD FL | PLEASANTVILLE | NY | 10570 | N/A | PC | General & Unrestricted | $2,500 |
| BEDFORD FREE LIBRARY | |||||||
| PO BOX 375 | BEDFORD | NY | 10506 | N/A | PC | Bedford Babies Program | $2,500 |
| BEDFORD PLAYHOUSE INC | |||||||
| 623 OLD POST RD | BEDFORD | NY | 10506 | N/A | PC | General & Unrestricted | $10,000 |
| BLACK ROCK FOREST CONSORTIUM INC | |||||||
| 65 RESERVOIR RD | CORNWALL | NY | 12518 | N/A | PC | General & Unrestricted | $1,500 |
| BOYS AND GIRLS CLUBS OF LARIMER COUNTY | |||||||
| 103 SMOKEY ST | FT COLLINS | CO | 80525 | N/A | PC | General & Unrestricted | $35,000 |
| BOYS CLUB OF MOUNT KISCO INC - BOYS & GIRLS CLUB N | |||||||
| 351 MAIN ST | MOUNT KISCO | NY | 10549 | N/A | PC | General & Unrestricted | $5,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 1ST ST NE STE 400 | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $500 |
| BREAKTHROUGH NEW YORK INC | |||||||
| 123 WILLIAM ST 4TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $20,000 |
| BROADWAY HOUSING COMMUNITIES INC | |||||||
| 583 RIVERSIDE DR | NEW YORK | NY | 10031 | N/A | PC | General & Unrestricted | $30,000 |
| BRONX CHILDRENS MUSEUM | |||||||
| PO BOX 1381 | NEW YORK | NY | 10451 | N/A | PC | General & Unrestricted | $175,000 |
| BRUNSWICK PUBLIC SCHOOLS | |||||||
| 46 FEDERAL ST | BRUNSWICK | ME | 04011 | N/A | GOV | Brunswick Real School program | $10,000 |
| CALHOUN SCHOOL INC | |||||||
| 433 W END AVE | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $15,000 |
| CALHOUN SCHOOL INC | |||||||
| 433 W END AVE | NEW YORK | NY | 10024 | N/A | PC | capital Campaign | $20,000 |
| CALIFORNIA ONECARE EDUCATION FUND | |||||||
| 5518 VENTURA CANYON AVE | SHERMAN OAKS | CA | 91401 | N/A | PC | General & Unrestricted | $95,000 |
| CATSKILL MOUNTAINKEEPER INC | |||||||
| PO BOX 1000 | LIVINGSTON MANOR | NY | 12758 | N/A | PC | General & Unrestricted | $1,500 |
| CHILDRENS VILLAGE INC | |||||||
| 1 ECHO HILLS | DOBBS FERRY | NY | 10522 | N/A | PC | Wednesday program | $2,500 |
| CHINESE AMERICAN PLANNING COUNCIL INC | |||||||
| 150 ELIZABETH ST | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $25,000 |
| CITIZENS COMMITTEE FOR CHILDREN OF NEW YORK | |||||||
| 14 WALL ST STE 4E | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $5,000 |
| CITIZENS CRIME COMMISSION OF NEW YORK CITY INC | |||||||
| 335 MADISON AVE FL 9 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $10,000 |
| CITY HARVEST INC | |||||||
| 6 E 32ND ST 5TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $75,000 |
| CITY HARVEST INC | |||||||
| 6 E 32ND ST 5TH FL | NEW YORK | NY | 10016 | N/A | PC | One-time capital campaign | $75,000 |
| CITY YEAR NEW YORK | |||||||
| 20 W 22ND ST 3RD FL | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $35,000 |
| COALITION FOR THE HOMELESS INC | |||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $60,000 |
| CODE FOR AMERICA LABS | |||||||
| 155 9TH ST | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $5,000 |
| COOL CULTURE INC | |||||||
| 80 HANSON PL | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $20,000 |
| CORPORATE ANGEL NETWORK INC | |||||||
| 1 LOOP RD WESTCHESTER COUNTY AIRPOR | WHITE PLAINS | NY | 10604 | N/A | PC | General & Unrestricted | $8,000 |
| CORRECTIONAL ASSOCIATION OF NEW YORK | |||||||
| 22 CORTLANDT ST 33RD FL | NEW YORK | NY | 10007 | N/A | PC | General & Unrestricted | $50,000 |
| COUNCIL ON THE ENVIRONMENT INC DBA GROWNYC | |||||||
| 100 GOLD ST STE 3300 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $180,000 |
| COURAGE CAMPAIGN INSTITUTE | |||||||
| 7119 W SUNSET BLVD NO 195 | LOS ANGELES | CA | 90046 | N/A | PC | Kairos Diversity Fellowship Program | $15,000 |
| COURT APPOINTED SPECIAL ADVOCATE INC | |||||||
| 201 LAPORTE AVE STE 100 | FORT COLLINS | CO | 80521 | N/A | PC | Harmony House, Loveland, CO Program | $5,000 |
| CROSSROADS SAFEHOUSE INCORPORATED | |||||||
| PO BOX 993 | FORT COLLINS | CO | 80522 | N/A | PC | General & Unrestricted | $5,000 |
| DEMOCRACY NOW PRODUCTIONS INC | |||||||
| 207 W 25TH ST | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $5,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $88,000 |
| DOMESTIC VIOLENCE PROJECT INC | |||||||
| 4100 CLARK RD | ANN ARBOR | MI | 48105 | N/A | PC | General & Unrestricted | $2,000 |
| EACH ONE REACH ONE | |||||||
| 146 S SPRUCE AVE | S SAN FRAN | CA | 94080 | N/A | PC | Opening the Box (Sarah Shourd) Project | $500 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $70,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $5,000 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | |||||||
| 450 LEXINGTON AVE PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $3,000 |
| EVIDENCE ACTION INC | |||||||
| 641 S ST NW 3RD FL | WASHINGTON | DC | 20001 | N/A | PC | Deworm the World Initiative | $10,000 |
| FDNY FOUNDATION | |||||||
| 9 METROTECH CTR RM 5E-9 | BROOKLYN | NY | 11201 | N/A | PC | Fire Department of New York/Medical Special Operations Conference | $5,000 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY 10TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $40,000 |
| FOOD GATHERERS | |||||||
| PO BOX 131037 | ANN ARBOR | MI | 48113 | N/A | PC | General & Unrestricted | $5,000 |
| FRESH AIR FUND | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS OF AMANI US INC | |||||||
| PO BOX 1781 | BURNSVILLE | MN | 55337 | N/A | PC | General & Unrestricted | $20,000 |
| FRIENDS OF CASCO BAY | |||||||
| 43 SLOCUM DR | S PORTLAND | ME | 04106 | N/A | PC | General & Unrestricted | $2,500 |
| FRIENDS OF THE GARDENS ON SPRING CREEK | |||||||
| 2145 CENTRE AVE | FORT COLLINS | CO | 80526 | N/A | PC | General & Unrestricted | $5,000 |
| GETTING OUT AND STAYING OUT INC | |||||||
| 75 E 116TH ST | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $40,000 |
| GIVEDIRECTLY INC | |||||||
| CHURCH ST STA PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | General & Unrestricted | $10,000 |
| GLEANERS COMMUNITY FOOD BANK INC | |||||||
| 2131 BEAUFAIT ST | DETROIT | MI | 48207 | N/A | PC | General & Unrestricted | $5,000 |
| GLOBAL LYME ALLIANCE INC | |||||||
| 222 RAILROAD AVE STE 2B | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $10,000 |
| GODDARD-RIVERSIDE COMMUNITY CENTER | |||||||
| 593 COLUMBUS AVE | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $45,000 |
| GOOD SHEPHERD FOOD-BANK | |||||||
| PO BOX 1807 | AUBURN | ME | 04211 | N/A | PC | General & Unrestricted | $7,000 |
| GRAND STREET SETTLEMENT INC | |||||||
| 80 PITT ST | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $15,000 |
| GREENWICH HOUSE INC | |||||||
| 122 W 27TH ST 6TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $15,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 659 MAIN ST | NEW ROCHELLE | NY | 10801 | N/A | PC | Chappaqua project | $2,500 |
| HALF MOON THEATRE INC | |||||||
| 355 MILEWOOD RD | MILLBROOK | NY | 12545 | N/A | PC | Anne Frank production Project | $5,000 |
| HAMILTON MADISON HOUSE INC | |||||||
| 253 S ST | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $15,000 |
| HANDS ALONG THE NILE DEVELOPMENT SERVICES INC | |||||||
| 535B E BRADDOCK RD | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $3,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY ST | NEW YORK | NY | 10002 | N/A | PC | Abrons-Aranow Scholarship Fund | $32,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY ST | NEW YORK | NY | 10002 | N/A | PC | Stipends Fund | $20,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY ST | NEW YORK | NY | 10002 | N/A | PC | Abrons-Aranow Scholarship fund | $10,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY ST | NEW YORK | NY | 10002 | N/A | PC | Abrons-Aranow scholarship fund | $3,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY ST | NEW YORK | NY | 10002 | N/A | PC | Capital Campaign | $20,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY ST | NEW YORK | NY | 10002 | N/A | PC | Abrons-Aranow Scholarship Fund | $12,500 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY ST | NEW YORK | NY | 10002 | N/A | PC | Abrons-Aranow Scholarship fund | $3,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY ST | NEW YORK | NY | 10002 | N/A | PC | Capital Campaign | $20,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY ST | NEW YORK | NY | 10002 | N/A | PC | Capital Campaign | $20,000 |
| HER JUSTICE INC | |||||||
| 100 BROADWAY 10TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $60,000 |
| HIDDEN GENIUS PROJECT | |||||||
| 519 17TH ST STE 240 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $5,000 |
| HOBART AND WILLIAM SMITH COLLEGES | |||||||
| 615 S MAIN ST | GENEVA | NY | 14456 | N/A | PC | General & Unrestricted | $5,000 |
| HOPES DOOR INC | |||||||
| 39 WASHINGTON AVE | PLEASANTVILLE | NY | 10570 | N/A | PC | General & Unrestricted | $2,500 |
| HOSPICE-VNSW WPHC INC | |||||||
| 1025 WESTCHESTER AVE STE 200 | WHITE PLAINS | NY | 10604 | N/A | PC | General & Unrestricted | $2,500 |
| HOUR CHILDREN INC | |||||||
| 36-11 12TH ST | LONG ISLAND CITY | NY | 11106 | N/A | PC | The Children's Center | $7,500 |
| HUDSON GUILD | |||||||
| 441 W 26TH ST | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $15,000 |
| IMMIGRANT LEGAL ADVOCACY PROJECT | |||||||
| PO BOX 17917 | PORTLAND | ME | 04112 | N/A | PC | General & Unrestricted | $3,000 |
| INDEPENDENT WORLD TELEVISION INC | |||||||
| 231 HOLLIDAY ST | BALTIMORE | MD | 21202 | N/A | PC | General & Unrestricted | $10,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | General & Unrestricted | $115,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | New York/New Jersey Resettlement Offices | $5,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | New York/New Jersey Resettlement Offices | $10,000 |
| JACOB BURNS FILM CENTER INC | |||||||
| 405 MANVILLE RD 3RD FL | PLEASANTVILLE | NY | 10570 | N/A | PC | Global Watch Program | $15,000 |
| JEWISH BOARD OF FAMILY & CHILDRENS SERVICES INC | |||||||
| 135 W 50TH ST 6TH FL | NEW YORK | NY | 10020 | N/A | PC | Seymour Askin Clinic | $6,500 |
| JUSTICE RESOURCE INSTITUTE INC | |||||||
| 160 GOULD ST STE 300 | NEEDHAM | MA | 02494 | N/A | PC | My Life My Choice Program | $2,000 |
| JUSTLEADERSHIPUSA INC | |||||||
| 555 LENOX AVE STE 4C | NEW YORK | NY | 10037 | N/A | PC | General & Unrestricted | $50,000 |
| KAKENYA CENTER FOR EXCELLENCE | |||||||
| 8300 BOONE BLVD STE 500 | VIENNA | VA | 22182 | N/A | PC | KEEP Program | $4,000 |
| KEEP AMERICA BEAUTIFUL INC | |||||||
| 1010 WASHINGTON BLVD | STAMFORD | CT | 06901 | N/A | PC | General & Unrestricted | $500 |
| KIDS FIRST CENTER | |||||||
| 222 SAINT JOHN ST STE 101 | PORTLAND | ME | 04102 | N/A | PC | General & Unrestricted | $40,000 |
| KINGSBRIDGE HEIGHTS COMMUNITY CENTER INC | |||||||
| 3101 KINGSBRIDGE TER | BRONX | NY | 10463 | N/A | PC | General & Unrestricted | $25,000 |
| LAND TRUST ALLIANCE INCORPORATED | |||||||
| 1250 H ST NW STE 600 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| LEAGUE OF WOMEN VOTERS EDUCATION FUND | |||||||
| 1730 M ST NW STE 1000 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $5,000 |
| LENOX HILL HOSPITAL | |||||||
| 100 E 77TH ST | NEW YORK | NY | 10075 | N/A | PC | Center for Attention and Learning | $4,000 |
| LENOX HILL NEIGHBORHOOD HOUSE INC | |||||||
| 331 E 70TH ST | NEW YORK | NY | 10021 | N/A | PC | General & Unrestricted | $20,000 |
| LOVELAND YOUTH GARDENERS | |||||||
| 907 S LINCOLN AVE | LOVELAND | CO | 80537 | N/A | PC | General & Unrestricted | $16,000 |
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||
| 91 ORCHARD ST | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $40,000 |
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||
| 91 ORCHARD ST | NEW YORK | NY | 10002 | N/A | PC | To stabilize structure at 97 Orchard Street | $31,500 |
| LYME DISEASE ASSOCIATION INC | |||||||
| PO BOX 1438 | JACKSON | NJ | 08527 | N/A | PC | General & Unrestricted | $1,000 |
| MEDICAL EDUCATION COOPERATION WITH CUBA | |||||||
| PO BOX 361449 | DECATUR | GA | 30036 | N/A | PC | General & Unrestricted | $60,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | Food Bank Program | $25,000 |
| MILAN PUSKAR HEALTH RIGHT INC | |||||||
| PO BOX 1519 | MORGANTOWN | WV | 26507 | N/A | PC | General & Unrestricted | $8,000 |
| MILTON ACADEMY | |||||||
| 170 CENTRE ST | MILTON | MA | 02186 | N/A | PC | General & Unrestricted | $5,000 |
| MOHONK PRESERVE INC | |||||||
| PO BOX 715 | NEW PALTZ | NY | 12561 | N/A | PC | Environmental Education Program | $5,000 |
| MOUNT KISCO CHILD CARE CENTER INC | |||||||
| 95 RADIO CIR DR | MOUNT KISCO | NY | 10549 | N/A | PC | General & Unrestricted | $2,500 |
| MOUNT SINAI HOSPITAL - ADOLESCENT HEALTH CENTER | |||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $25,000 |
| NARAL PRO-CHOICE AMERICA FOUNDATION | |||||||
| 1156 15TH ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL ADVOCATES FOR PREGNANT WOMEN INC | |||||||
| 875 6TH AVE STE 1807 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $35,000 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 284 LINCOLN ST | LANDER | WY | 82520 | N/A | PC | General & Unrestricted | $3,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $750 |
| NATIONAL WOMENS HEALTH NETWORK INC | |||||||
| 1413 K ST NW 4TH FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $10,500 |
| NEIGHBORS LINK CORP | |||||||
| 27 COLUMBUS AVE | MOUNT KISCO | NY | 10549 | N/A | PC | General & Unrestricted | $2,500 |
| NEIGHBORS LINK CORP | |||||||
| 27 COLUMBUS AVE | MOUNT KISCO | NY | 10549 | N/A | PC | ESL program | $2,500 |
| NEW ALTERNATIVES FOR CHILDREN INC | |||||||
| 37 W 26TH ST | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $30,000 |
| NEW FEDERAL THEATER INC | |||||||
| 292 HENRY ST | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $15,000 |
| NEW ISRAEL FUND | |||||||
| 330 7TH AVE 11TH FL | NEW YORK | NY | 10001 | N/A | PC | Ir Amim Fund and Human Rights campaign | $60,000 |
| NEW YORK CARES INC | |||||||
| 65 BROADWAY 19TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $10,000 |
| NEW YORK PUBLIC INTEREST RESEARCH GROUP FUND INC | |||||||
| 9 MURRAY ST LOWER LEVEL | NEW YORK | NY | 10007 | N/A | PC | General & Unrestricted | $2,500 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $15,000 |
| NEW YORK SHAKESPEARE FESTIVAL | |||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $10,000 |
| NEW YORK-NEW JERSEY TRAIL CONFERENCE INC | |||||||
| 600 RAMAPO VALLEY RD | MAHWAH | NJ | 07430 | N/A | PC | General & Unrestricted | $5,000 |
| NO BARRIERS USA | |||||||
| 224 CANYON AVE UNIT 207 | FORT COLLINS | CO | 80521 | N/A | PC | General & Unrestricted | $12,000 |
| NORTHERN WESTCHESTER HOSPITAL ASSOCIATION | |||||||
| 400 E MAIN ST | MOUNT KISCO | NY | 10549 | N/A | PC | General & Unrestricted | $10,000 |
| NORTHERN WESTCHESTER HOSPITAL ASSOCIATION | |||||||
| 400 E MAIN ST | MOUNT KISCO | NY | 10549 | N/A | PC | Charitable Event | $10,000 |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT INC | |||||||
| 1301 5TH AVE | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $5,000 |
| OPEN DOOR FAMILY MEDICAL CENTER INC | |||||||
| 165 MAIN ST | OSSINING | NY | 10562 | N/A | PC | General & Unrestricted | $7,000 |
| OPEN SPACE INSTITUTE INC | |||||||
| 1350 BROADWAY RM 201 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,500 |
| OUTSTANDING RENEWAL ENTERPRISES INC | |||||||
| PO BOX 20488 | NEW YORK | NY | 10009 | N/A | PC | General & Unrestricted | $5,000 |
| OXFAM-AMERICA INC | |||||||
| 226 CAUSEWAY ST 5TH FL | BOSTON | MA | 02114 | N/A | PC | General & Unrestricted | $55,000 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | General & Unrestricted | $10,000 |
| PARTNERSHIP FOR CIVIL JUSTICE FUND | |||||||
| 617 FLORIDA AVE NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | |||||||
| 1101 15TH ST NW STE 600 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $260,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $100,000 |
| PLANNED PARENTHOOD HUDSON PECONIC INC | |||||||
| 4 SKYLINE DR | HAWTHORNE | NY | 10532 | N/A | PC | General & Unrestricted | $19,500 |
| PLANNED PARENTHOOD HUDSON PECONIC INC | |||||||
| 4 SKYLINE DR | HAWTHORNE | NY | 10532 | N/A | PC | Charitable Event | $2,500 |
| PLANNED PARENTHOOD OF MICHIGAN | |||||||
| 950 VICTORS WAY STE 100 | ANN ARBOR | MI | 48108 | N/A | PC | General & Unrestricted | $30,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||||
| 784 HERCULES DR STE 110 | COLCHESTER | VT | 05446 | N/A | PC | General & Unrestricted | $58,000 |
| POETS & WRITERS INC | |||||||
| 90 BROAD ST | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $15,000 |
| PREBLE STREET | |||||||
| 38 PREBLE ST 3RD FL | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $40,000 |
| PROJECT SELF-SUFFICIENCY OF LOVELAND-FORT COLLINS | |||||||
| 375 W 37TH ST STE 150 | LOVELAND | CO | 80538 | N/A | PC | General & Unrestricted | $20,000 |
| PROMISE PROJECT INC | |||||||
| 121 AVE OF THE AMERICAS FL 6 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $20,000 |
| RAMAPO FOR CHILDREN INC | |||||||
| PO BOX 266 | RHINEBECK | NY | 12572 | N/A | PC | General & Unrestricted | $10,000 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN - MICHIGAN R | |||||||
| 535 W WILLIAM ST STE 10 | ANN ARBOR | MI | 48103 | N/A | PC | General & Unrestricted | $1,000 |
| RIPPLEFFECT INC | |||||||
| PO BOX 441 | PORTLAND | ME | 04112 | N/A | PC | General & Unrestricted | $1,000 |
| RIPPOWAM CISQUA SCHOOL INC | |||||||
| PO BOX 488 | BEDFORD | NY | 10506 | N/A | PC | General & Unrestricted | $10,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | |||||||
| 6 W 48TH ST 10TH FL | NEW YORK | NY | 10036 | N/A | PC | Jonas Center for Nursing and Veterans Healthcare | $10,000 |
| ROIL | |||||||
| PO BOX 15168 | PORTLAND | ME | 04112 | N/A | PC | Maine Inside Out Program | $2,500 |
| SCARSDALE EDGEMONT FAMILY COUNSELING SERVICE | |||||||
| 14 HARWOOD CT STE 405 | SCARSDALE | NY | 10583 | N/A | PC | General & Unrestricted | $15,000 |
| SILVER HILL HOSPITAL INC | |||||||
| 208 VALLEY RD | NEW CANAAN | CT | 06840 | N/A | PC | Dr. Frederick Feiner Discretionary Fund | $10,000 |
| SILVER HILL HOSPITAL INC | |||||||
| 208 VALLEY RD | NEW CANAAN | CT | 06840 | N/A | PC | Dr. Frederick Feiner Discretionary Fund | $10,000 |
| SILVER SPRINGS MARTIN LUTHER SCHOOL | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | General & Unrestricted | $13,000 |
| SONGWRITINGWITH | |||||||
| BARTON OAKS PLZ BLDG 2 901 S MOPA | AUSTIN | TX | 78746 | N/A | PC | female veteran retreat Project | $15,000 |
| SOS COMMUNITY SERVICES | |||||||
| 101 S HURON ST | YPSILANTI | MI | 48197 | N/A | PC | General & Unrestricted | $5,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | Chronic Fatigue Syndrome/ME research fund | $5,000 |
| STANLEY M ISAACS NEIGHBORHOOD CENTER | |||||||
| 415 E 93RD ST | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $20,000 |
| STEEP ROCK ASSOCIATION INC | |||||||
| PO BOX 279 | WASHINGTON DEPOT | CT | 06794 | N/A | PC | General & Unrestricted | $5,000 |
| STOREFRONT ACADEMY HARLEM | |||||||
| 70 E 129TH ST | NEW YORK | NY | 10035 | N/A | PC | General & Unrestricted | $55,000 |
| STOREFRONT FOR ART AND ARCHITECTURE INC | |||||||
| 97 KENMARE ST | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $1,000 |
| SUNNYSIDE COMMUNITY SERVICES INC | |||||||
| 43-31 39TH ST | LONG ISLAND CITY | NY | 11104 | N/A | PC | General & Unrestricted | $10,000 |
| SUPERIOR HIKING TRAIL ASSOCIATION | |||||||
| PO BOX 4 | TWO HARBORS | MN | 55616 | N/A | PC | General & Unrestricted | $500 |
| SUSTAINABLE SOUTH BRONX | |||||||
| 1647 MACOMBS RD GROUND FL | BRONX | NY | 10453 | N/A | PC | General & Unrestricted | $7,500 |
| TEATOWN LAKE RESERVATION INC | |||||||
| 1600 SPRING VALLEY RD | OSSINING | NY | 10562 | N/A | PC | General & Unrestricted | $5,000 |
| TELLING ROOM | |||||||
| 225 COMMERCIAL ST STE 201 | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $2,000 |
| TEMPLE SHAARAY TEFILA OF WESTCHESTER | |||||||
| 89 BALDWIN RD | BEDFORD CORS | NY | 10549 | N/A | PC | General & Unrestricted | $50,000 |
| THE AGAINST MALARIA FOUNDATION | |||||||
| PO BOX 7247-6370 | PHILADELPHIA | PA | 19170 | N/A | PC | General & Unrestricted | $10,000 |
| THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | N/A | PC | General & Unrestricted | $5,000 |
| THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | N/A | PC | Produce Challenge Campaign | $5,000 |
| THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | N/A | PC | Protein Matching Gift Challenge Campaign | $5,000 |
| THE CHILDRENS AID SOCIETY | |||||||
| 711 3RD AVE STE 700 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $50,000 |
| THE CHILDRENS AID SOCIETY | |||||||
| 711 3RD AVE STE 700 | NEW YORK | NY | 10017 | N/A | PC | the stipend Program | $37,000 |
| THE CHILDRENS HEALTH FUND | |||||||
| 215 W 125TH ST STE 301 | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $40,000 |
| THE COMMUNITY KITCHEN | |||||||
| 427 GARFIELD AVE | LOVELAND | CO | 80537 | N/A | PC | General & Unrestricted | $5,000 |
| THE FOOD BANK FOR WESTCHESTER INC | |||||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | N/A | PC | General & Unrestricted | $10,000 |
| THE JEWISH COMMUNITY CENTER IN MANHATTAN INC | |||||||
| 334 AMSTERDAM AVE | NEW YORK | NY | 10023 | N/A | PC | Literacy Program | $30,000 |
| THE JEWISH COMMUNITY CENTER IN MANHATTAN INC | |||||||
| 334 AMSTERDAM AVE | NEW YORK | NY | 10023 | N/A | PC | Literacy program | $20,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $20,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 101 WHITNEY AVE 2ND FL | NEW HAVEN | CT | 06510 | N/A | PC | General & Unrestricted | $1,500 |
| TIDES CENTER | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | N/A | PC | National Asian Pacific American Women's Forum | $55,000 |
| TIDES CENTER | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | N/A | PC | National Asian Pacific Women's Forum for its Executive director transition | $5,000 |
| TOMPKINS CORNERS CULTURAL CENTER INC | |||||||
| 729 PEEKSKILL HOLLOW RD | PUTNAM VALLEY | NY | 10579 | N/A | PC | General & Unrestricted | $14,000 |
| UNION SETTLEMENT ASSOC | |||||||
| 217 E 104TH ST | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $25,000 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||
| 701 WESTCHESTER AVE STE 203 E | WHITE PLAINS | NY | 10604 | N/A | PC | General & Unrestricted | $2,500 |
| UNITED NEIGHBORHOOD HOUSES OF NEW YORK INC | |||||||
| 45 BROADWAY 22ND FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $40,000 |
| UNITED WAY OF LARIMER COUNTY INC | |||||||
| 424 PINE ST STE 102 | FORT COLLINS | CO | 80524 | N/A | PC | Food Bank fund for Larimer County, repite care, and colorado reading corp initiative | $28,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION-SCHOO | |||||||
| 50 UNIVERSITY HALL 7360 | BERKELEY | CA | 94720 | N/A | PC | Advocacy Initiative | $10,000 |
| UNIVERSITY OF SOUTHERN MAINE | |||||||
| PO BOX 9300 | PORTLAND | ME | 04103 | N/A | PC | Maine Juvenile Justice Collateral Consequences Report project | $10,000 |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | |||||||
| 184 ELDRIDGE ST | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $35,000 |
| VIOLENCE POLICY CENTER | |||||||
| 1730 RHODE ISLAND AVE NW STE 1014 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $500 |
| VISITING NURSE SERVICES IN WESTCHESTER INC | |||||||
| 360 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | N/A | PC | General & Unrestricted | $12,000 |
| WATSI | |||||||
| 360 LANGTON ST STE 200 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $5,000 |
| WESTCHESTER CENTER FOR THE STUDY OF PSYCHOANALYSIS | |||||||
| 468 ROSEDALE AVE | WHITE PLAINS | NY | 10605 | N/A | PC | General & Unrestricted | $1,000 |
| WESTCHESTER LAND TRUST INC | |||||||
| 403 HARRIS RD | BEDFORD HILLS | NY | 10507 | N/A | PC | General & Unrestricted | $15,000 |
| WHITE PLAINS HOSPITAL MEDICAL CENTER | |||||||
| 41 E POST RD | WHITE PLAINS | NY | 10601 | N/A | PC | cardiac unit Division | $5,000 |
| WHITE PLAINS HOSPITAL MEDICAL CENTER | |||||||
| 41 E POST RD | WHITE PLAINS | NY | 10601 | N/A | PC | Cardiac unit Division | $5,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $10,000 |
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC | |||||||
| 120 BROADWAY STE 1750 | NEW YORK | NY | 10271 | N/A | PC | General & Unrestricted | $1,500 |
| WNET | |||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $15,000 |
| YESHIVA UNIVERSITY | |||||||
| 2495 AMSTERDAM AVE | NEW YORK | NY | 10033 | N/A | PC | Ferkauf Graduate School of Psychology's Minority Scholarship Fund | $10,000 |
| YOUTH REPRESENT INC | |||||||
| 11 PARK PL RM 1512 | NEW YORK | NY | 10007 | N/A | PC | General & Unrestricted | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,255,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,095 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $997,140 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $43,105 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,591,416 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $595,933 |
| Federal Tax Refund | 01 | $730,649 |
| FOREIGN CURRENCY GAIN | 01 | $228 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,966,566 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,966,566 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CO-OP UNITS - 31 E | PropertyDesc |
| Cost Or Other Basis | $50,000 | CostOrOtherBasisAmt |
| Computation Method | L | ComputationMethodTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | REGAL COMMUNICATIONS - 10.000% | BondNm |
| EOY Book Value | $233,397 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (137 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AET AND D HOLD NON VOTING SHS | ||
| AETNA INC | $166,199 | $187,751 |
| AGROFRESH SOLUTIONS INC | $457,249 | $231,875 |
| ALLERGAN PLC | $596,854 | $467,272 |
| ALPHABET INC CL C | $584,786 | $636,751 |
| AMER INTERNATIONAL GROUP INC | $316,453 | $555,135 |
| AMERISOURCEBERGEN CORP | $352,146 | $346,147 |
| ANTHEM INC | $376,222 | $387,748 |
| APPLE INC | $565,325 | $843,748 |
| APPROACH RESOURCES INC | $306,627 | $217,750 |
| ASML HOLDING NV NY REG SHS | $399,020 | $490,875 |
| AUTOMATIC DATA PROCESSING INC | $203,917 | $226,116 |
| AV HOMES INC | $571,379 | $553,000 |
| AXIS CAPITAL HOLDINGS LTD | $341,966 | $415,509 |
| BANK NEW YORK MELLON CORP COM | $177,720 | $231,404 |
| BOEING CO | $174,244 | $235,700 |
| BRISTOL-MYERS SQUIBB CO | $439,148 | $471,903 |
| BROOKFIELD ASSET MANAGEMENT CL | $361,836 | $495,150 |
| BRT REALTY TRUST | $246,666 | $284,603 |
| CABOT OIL & GAS CORP | $411,941 | $306,016 |
| CAPITAL SR LIVING CP | $375,725 | $401,250 |
| CARDINAL HEALTH INC | $281,462 | $285,937 |
| CARROLS RESTAURANT GROUP, INC | $131,260 | $381,250 |
| CBIZ, INC | $233,687 | $411,000 |
| CBRE GROUP INC | $221,512 | $218,163 |
| CDW CORP | $313,369 | $462,299 |
| CHESAPEAKE ENERGY CORPORATION | $442,526 | $228,150 |
| CHUBB LIMITED | $420,395 | $508,662 |
| CHURCH & DWIGHT | $287,993 | $353,520 |
| CISCO SYSTEMS INC | $152,305 | $172,738 |
| CITIGROUP INC | $475,130 | $564,585 |
| CME GROUP, INC | $319,900 | $501,773 |
| COMCAST CORP | $320,843 | $405,669 |
| COSTCO WHOLESALE CORPORATION | $236,639 | $316,217 |
| CVS CAREMARK CORP | $1,379,483 | $1,238,413 |
| DANAHER CORP | $414,494 | $509,852 |
| DENTSPLY SIRONA INC | $417,245 | $476,619 |
| DEVON ENERGY CORPORATION | $397,431 | $591,427 |
| DFA SHORT-TERM EXTENDED | $7,685,472 | $7,648,382 |
| DISCOVERY COMMUNICATIONS, INC | $315,656 | $281,913 |
| DOVER CORP | $388,617 | $400,876 |
| DUNDEE CORP A | $793,182 | $310,612 |
| EATON CORP PLC | $115,566 | $134,180 |
| EATON VANCE CORP COM | $214,292 | $251,280 |
| EDWARDS LIFESCIENCES | $349,538 | $342,005 |
| EOG RESOURCES INC | $548,879 | $599,018 |
| ESTEE LAUDER COMPANIES INC | $355,488 | $361,415 |
| EVEREST RE GROUP LTD | $267,090 | $339,099 |
| EXPRESS SCRIPTS HOLDING CO | $489,401 | $409,301 |
| FEDEX CORPORATION | $743,444 | $865,829 |
| FIDELITY NATIONAL INFORMATION | $466,025 | $563,518 |
| FINANCIAL SELECT SECTOR SPDR F | $103,432 | $104,625 |
| FISERV INC | $193,096 | $353,381 |
| FOREST CITY REALTY TRUST INC C | $233,832 | $312,600 |
| FOSSIL INC COM | $504,946 | $205,535 |
| FRANKLIN RES INC | $191,965 | $195,763 |
| GENERAL ELECTRIC CO | $112,653 | $110,600 |
| GENUINE PARTS COMPANY | $175,443 | $191,080 |
| GKN PLC | $336,068 | $362,333 |
| GRANITE CONSTRUC INC | $37,251 | $55,000 |
| GS INDIA EQUITY I ACCUMULATION | $3,500,241 | $3,281,769 |
| HILTON HOTELS CORP | $227,553 | $296,426 |
| HOME DEPOT INC | $41,040 | $67,040 |
| HORIZON GLOBAL CORPORATION | $291,205 | $480,000 |
| HRG GROUP | $396,325 | $466,800 |
| IGNITE RESTAURANT GROUP INC - | $483,737 | $20,250 |
| INTERCONTINENTAL HOTELS GROUP | $174,809 | $197,800 |
| INTUIT | $222,142 | $320,908 |
| IPG PHOTONICS CORP | $404,116 | $540,437 |
| ISHARES TRUST MEXICO CORPORATE | $44,564 | $43,007 |
| JOHNSON & JOHNSON | $520,756 | $630,775 |
| JP MORGAN CHASE | $448,036 | $690,319 |
| KRAFT HEINZ CO | $131,533 | $148,444 |
| LEIDOS HOLDINGS INC | $79,696 | $86,938 |
| LENNAR CORP | $319,971 | $319,829 |
| LEUCADIA NATL CORP | $466,759 | $465,000 |
| LOCKHEED MARTIN CORP | $224,742 | $249,940 |
| MARRIOTT INTERNATIONAL INC. CL | $497,658 | $587,028 |
| MARSH AND MCLENNAN COMPANIES I | $287,781 | $337,950 |
| MASTERCARD INC | $269,529 | $339,280 |
| MCKESSON CORP | $458,573 | $376,827 |
| MICROSOFT CORP | $249,593 | $372,840 |
| MOODYS CORP | $415,515 | $483,134 |
| MURPHY USA INC | $97,688 | $92,205 |
| NATL OILWELL VARCO | $481,380 | $537,414 |
| NESTLE S.A | $530,972 | $502,180 |
| NEUBERGER BERMAN HIGH YIELD ST | $305,385 | $350,100 |
| NEWELL RUBBERMAID INC | $341,225 | $384,883 |
| NIKE INC-CL B | $395,205 | $396,474 |
| NORTHROP GRUMMAN CORP | $288,181 | $465,160 |
| ONEX CORP SHS | $181,687 | $204,445 |
| ORACLE CORP | $732,830 | $686,947 |
| OUTFRONT MEDIA INC | $204,744 | $161,655 |
| PACIFIC MERCANTILE BANKCORP | $157,067 | $182,500 |
| PARKER HANNIFIN CP | $116,723 | $146,860 |
| PEPSICO INC | $264,972 | $313,890 |
| PFIZER INC | $148,933 | $162,400 |
| PRESTIGE BRAND HLGS | $125,721 | $390,750 |
| PUT - AAPL 03/17/17 @ $100 | $3,320 | $720 |
| PUT - DVN 04/21/17 @ $40 | $2,612 | $2,296 |
| PUT - FDX 04/21/17 @ $180 | $4,243 | $5,920 |
| PUT - JNJ 06/16/17 @ $100 | $1,935 | $1,116 |
| PUT - NKE 04/21/17 @ $47.5 | $3,454 | $2,860 |
| PUT - SBUX 01/20/17 @ $50 | $1,340 | $60 |
| QORVO INC | $280,343 | $268,712 |
| RANGE RESOURCES CORP DEL | $665,905 | $400,294 |
| ROPER INDUSTRIES | $399,901 | $526,355 |
| ROYAL DUTCH SHELL CL A | $101,750 | $108,760 |
| SABRE CORPORATION | $166,926 | $151,272 |
| SAFEGUARD SCIENTIFICS, INC | $368,310 | $336,250 |
| SHENKMAN SHORT DURATION HIGH I | $5,104,685 | $5,150,674 |
| SKYWORKS SOLUTIONS, INC | $233,783 | $242,197 |
| SOTHEBYS | $112,340 | $176,381 |
| SOUTHERN CO | $48,290 | $49,190 |
| SOUTHWEST AIRLINES | $330,614 | $423,640 |
| STARBUCKS CORP COM | $57,130 | $55,520 |
| STATE STREET CORPORATION | $267,734 | $344,377 |
| SWISS RE AG ZUERICH | $391,734 | $405,566 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $96,922 | $143,750 |
| THE NEW HOME COMPANY INC | $248,377 | $251,765 |
| THERMO FISHER SCIENTIFIC INC | $213,808 | $211,650 |
| TIME WARNER INC | $105,488 | $141,513 |
| TITAN INTERNATIONAL INC - ILL | $423,279 | $392,350 |
| TOLL BROTHERS INC | $273,968 | $297,600 |
| TRIBUNE MEDIA COMPANY | $617,545 | $297,330 |
| TRIMAS CORPORATION | $495,225 | $587,500 |
| UNITEDHEALTH GROUP INC | $87,790 | $98,905 |
| VENTAS INC | $118,918 | $125,040 |
| VIACOM INC CLASS A | $155,478 | $115,500 |
| VIACOM INC. CL B | $294,876 | $157,950 |
| VISA INC | $257,643 | $303,498 |
| W. P. CAREY INC | $116,153 | $118,180 |
| WAL-MART STORES INC | $453,917 | $451,008 |
| WALGREENS BOOTS ALLIANCE | $172,280 | $206,900 |
| WALT DISNEY HOLDINGS CO | $383,117 | $457,109 |
| ZIMMER BIOMET HOLDINGS | $369,788 | $379,260 |
| ZOETIS INC | $162,036 | $214,120 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CO-OP UNITS - 31 E | CategoryOrItemTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARCHER SELECT DISLOCATION FUND | $4,000,000 | $4,002,149 |
| BIRCH GROVE CREDIT - CL E 0615 | $4,000,000 | $4,139,944 |
| BIRCH GROVE CREDIT - CL E 0815 | $2,000,000 | $2,055,528 |
| BROOKFIELD INFRASTRUCTURE PART | $203,086 | $502,050 |
| BUENA VISTA ASIAN OPP OFFSHORE | $4,250,000 | $3,626,681 |
| CONVEXITY CAPITAL OFFSHORE L.P | $2,037,794 | $1,923,431 |
| EDGBASTON ASIAN EQUITY TRUST | $5,234,518 | $4,894,582 |
| FIRST HEALTH LIMITED | $3,603,601 | $5,233,616 |
| FUNDSMITH EQUITY FUND, L.P | $2,601,783 | $2,494,826 |
| JHL CAPITAL GROUP FUND LTD | $2,293,766 | $2,045,365 |
| LANSDOWNE EURO LONG FEEDER FD | $4,000,000 | $4,116,516 |
| LEE FUND LIMITED | $2,541,511 | $2,481,752 |
| MGG SF EVERGREEN UNLEVERED FUN | $2,505,627 | $2,525,339 |
| NEW GENERATION TURNAOUND FUND | $2,982,208 | $3,141,207 |
| STELLIAM OFFSHORE FUND, LTD | $2,968,555 | $3,049,346 |
| THE KILTEARN GLOBAL EQUITY FUN | $4,490,539 | $4,702,355 |
| THIRD POINT OFFSHORE FUND, LTD | $2,634,245 | $2,853,185 |
| TIGER EYE FUND LTD | $3,000,000 | $2,776,727 |
| WARBURG PINCUS (E&P) XII (B) | ||
| WARBURG PINCUS (E&P) XII MAIN2 | $38,528 | $42,633 |
| WARBURG PINCUS XII (FT-2) | $63,317 | $62,176 |
| WARBURG PINCUS (INTL) | $7,337 | $7,323 |
| WARBURG PINCUS PRIVATE EQUITY | $512,817 | $527,217 |
| WARBURG PINCUS XII CALLISTO (C | $183,461 | $175,313 |
| YORK CREDIT OPP UNIT TRUST | $4,767,287 | $4,376,844 |
| YORK EUROPEAN DISTRESSED CREDI | $2,830,621 | $3,160,749 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $5,230 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,230 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $91,500 | $91,500 | |
| Bank Charges | $1,658 | $1,658 | |
| Foundation Dues & Memberships | $1,750 | $1,750 | |
| Indemnification Insurance | $4,810 | $4,810 | |
| K-1 Exp BROOKFIELD INFRASTRUCT | $3,463 | $3,463 | |
| K-1 Exp EDGBASTON ASIAN EQUITY | $9,907 | $9,907 | |
| K-1 Exp FUNDSMITH EQUITY FUND, | $10,813 | $10,813 | |
| K-1 Exp NEW GENERATION TURNAOU | $96,573 | $96,573 | |
| K-1 Exp THE KILTEARN GLOBAL EQ | $12,616 | $12,616 | |
| K-1 EXP WARBURG PNCS (E&P) XII | $110 | $110 | |
| K-1 EXP WARBURG PNCS XII (FT-2 | $28 | $28 | |
| K-1 EXP WARBURG PNCS XII (INTL | $156 | $156 | |
| K-1 EXP WARBURG PNCS PRIVATE | $87,332 | $87,330 | |
| Property insurance | $1,917 | $1,917 | |
| POSTAGE/DELIVERY SERVICE | $56 | $56 | |
| State or Local Filing Fees | $1,500 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BROOKFIELD INFRASTRUCTURE PARTNERS LP | $24,484 | $24,484 |
| K-1 Inc/Loss EDGBASTON ASIAN EQUITY TRUST | $230,428 | $230,428 |
| K-1 Inc/Loss FUNDSMITH EQUITY FUND, L.P | $21,373 | $21,373 |
| K-1 Inc/Loss MGG SF EVERGREEN UNLEVERED FUND LP | $13,218 | $13,218 |
| K-1 Inc/Loss NEW GENERATION TURNAOUND FUND (DELAWA | $147,711 | $147,711 |
| K-1 Inc/Loss THE KILTEARN GLOBAL EQUITY FUND | $156,498 | $156,498 |
| K-1 Inc/Loss WARBURG PINCUS (e&P) xii m | $1,138 | $1,138 |
| K-1 Inc/Loss WARBURG PINCUS XII (ft-2) | $845 | $845 |
| K-1 Inc/Loss WARBURG PINCUS xii (intl) | $7 | $7 |
| K-1 Inc/Loss WARBURG PINCUS private eq | $231 | $231 |
| Federal Tax Refund | $730,649 | |
| Foreign Currency Gain | $228 | $228 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| BOY Book Value | $5,842 | BOYBookValueAmt |
| EOY Book Value | $4,302 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment Management Services | $957,452 | $957,452 |
| MANAGEMENT COMMISSIONS | $3,000 | $3,000 |
| MAINTENANCE FEES | $18,159 | $18,159 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2016 | $65,200 | |
| Foreign Tax Paid | $12,070 | $12,070 |
| STATE INCOME TAX 2015 | $250 |