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MRS GILES WHITING FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MRS GILES WHITING FOUNDATION (EIN 13-6154484)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-11
IRS object ID
202533159349102808
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-11T16:20:22-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131655065PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUTZ AND CARR CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1551 FIFTH AVENUE SUITE 400AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10176ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136154484EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MRS GILES WHITING FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMRSGBusinessNameControlTxt
Phone7188417205PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1291 BROADWAY 1901AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCONSTANTIA CONSTANTINOUPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7188417205PhoneNum
Signature2025-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFREDERICK MARTENSPreparerPersonNm
PTINP00298107PTIN
Phone2126972299PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$75,886,402FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,479,213DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,479,213DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,162,344NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,378,447GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,162,344CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$659,407OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$183,841OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,300,964TotalRevAndExpnssAmt
Total Net Invst Incm$4,457,716TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$249,655CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$12,483CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$237,172CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$482,800OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$482,800OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$116,968PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$584PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$116,384PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$405LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$405LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$44,964AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$22,482AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$22,482AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$397,418OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$183,652OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$213,766OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$185,475TaxesRevAndExpnssAmt
Taxes Net Invst Incm$705TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$58,676OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$2,934OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$55,742OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$157,872TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$157,872TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$844,016OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$346,233OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$497,783OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,538,249TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$569,073TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,784,406TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,273,501ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,273,501ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,811,750TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$569,073TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,057,907TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$489,214ExcessRevenueOverExpensesAmt
Net Investment Income$3,888,643NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$681,325CashBOYAmt
Cash EOY$489,796CashEOYAmt
Cash EOYFMV$489,796CashEOYFMVAmt
Sav And Temp Cash Invst BOY$641,360SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$659,888SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$659,888SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$71,496,924OtherInvestmentsBOYAmt
Other Investments EOY$74,727,918OtherInvestmentsEOYAmt
Other Investments EOYFMV$74,727,918OtherInvestmentsEOYFMVAmt
Other Assets BOY$8,800OtherAssetsBOYAmt
Other Assets EOY$8,800OtherAssetsEOYAmt
Other Assets EOYFMV$8,800OtherAssetsEOYFMVAmt
Total Assets BOY$72,828,409TotalAssetsBOYAmt
Total Assets EOY$75,886,402TotalAssetsEOYAmt
Total Assets EOYFMV$75,886,402TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$72,828,409NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$75,886,402NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$72,828,409TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$75,886,402TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$72,828,409TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$75,886,402TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$72,828,409TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$489,214ExcessRevenueOverExpensesAmt
Other Increases$2,568,779OtherIncreasesAmt
Subtotal$75,886,402SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$75,886,402TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAINS PASSED THROUGH FROM LIMITED PARTNERSHIPP$1,450,372$1,450,372$1,450,372
JPM - #6006 - PUBLICLY TRADED MUTUAL FUNDSP$12,918,913$1,702,810$1,702,810$11,216,103
NEW CANAAN FUND VP$9,004$9,004$9,004
IRONSIDE PARTNERS FUNDP$158$158$158
FieldValueIRS element (for citing)
Capital Gain Net Income$3,162,344CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$54,052InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$54,052SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$54,052TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$174,539EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$174,539TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$120,487OverpaymentAmt
Applied To ES Tax$120,487AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.WHITING.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7188417205PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1291 BROADWAY 1901AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER PENNOYER
C/O MRS GILES WHITING FOUNDATION291 BROADWAY STE 1901NEW YORKNY10007PRESIDENT / TRUSTEE5.00$0$0$0
JACOB COLLINS
C/O MRS GILES WHITING FOUNDATION291 BROADWAY STE 1901NEW YORKNY10007VICE-PRESIDENT / TRUSTEE2.00$0$0$0
KUMAR MAHADEVA
C/O MRS GILES WHITING FOUNDATION291 BROADWAY STE 1901NEW YORKNY10007VICE-PRESIDENT / TRUSTEE2.00$0$0$0
JOHN N IRWIN III
C/O MRS GILES WHITING FOUNDATION291 BROADWAY STE 1901NEW YORKNY10007TREASURER / VICE-PRESIDENT / TRUSTEE3.00$0$0$0
MAGDALENA ZAVALIA
C/O MRS GILES WHITING FOUNDATION291 BROADWAY STE 1901NEW YORKNY10007SECRETARY / ASST. TREASURER5.00$24,000$0$0
AMANDA FOREMAN
C/O MRS GILES WHITING FOUNDATION291 BROADWAY STE 1901NEW YORKNY10007VICE-PRESIDENT / TRUSTEE3.00$0$0$0
DANIEL REID
C/O MRS GILES WHITING FOUNDATION291 BROADWAY STE 1901NEW YORKNY10007EXEC. DIR./ASST. SECRETARY(TO 8/2024)40.00$154,582$23,675$0
CONSTANTIA CONSTANTINOU
C/O MRS GILES WHITING FOUNDATION291 BROADWAY STE 1901NEW YORKNY10007EXECUTIVE DIRECTOR (AS OF 10/2024)40.00$58,349$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
COURTNEY HODELL
C/O WHITING FOUNDATION291 BROADWAYSTE 1901NEW YORKNY10007DIRECTOR, LITERARY P32.00$194,456$64,343$0
KATHRYN EINERSON
C/O WHITING FOUNDATION291 BROADWAYSTE 1901NEW YORKNY10007PROGRAM ASSOCIATE40.00$80,045$35,223$0
ADINA APPLEBAUM
C/O WHITING FOUNDATION291 BROADWAYSTE 1901NEW YORKNE10007PROGRAM ASSOCIATE40.00$86,940$9,361$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JP MORGANBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 WEST PUTNAM AVENUE FLOOR 04AddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT CUSTODY AND ADVISORY FEESServiceTypeTxt
Compensation$145,445CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$73,990,590AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,194,811AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$8,800FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$75,194,201TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$75,194,201AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,127,913CashDeemedCharitableAmt
Net Vl Noncharitable Assets$74,066,288NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,703,314MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,703,314MinimumInvestmentReturnAmt
Tax Based On Investment Income$54,052TaxBasedOnInvestmentIncomeAmt
Income Tax$155,654IncomeTaxAmt
Total Tax$209,706TotalTaxAmt
Distributable Before Adj$3,493,608DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,493,608DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,493,608DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,057,907ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,057,907QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,493,608DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$65,846ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$65,846TotalExcessDistributionCyovAmt
Qualifying Distributions$4,057,907QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,493,608AppliedToCurrentYearAmt
Remaining Distri From Corpus$564,299RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$630,145TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$630,145ExcessDistriCyovToNextYrAmt
Excess From Year1$65,846ExcessFromYear1Amt
Excess From Current Year$564,299ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCONSTANTIA CONSTANTINOURecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1291 BROADWAY STE 1901AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7188417205RecipientPhoneNum
Form And Info And MaterialsTHE FOUNDATION'S OPEN-APPLICATION PROGRAMS ACCEPT APPLICATIONS THROUGH SUBMITTABLE. APPLICATION REQUIREMENTS AND INSTRUCTIONS ARE POSTED AT THE BEGINNING OF EACH APPLICATION CYCLE ON OUR WEBSITE, HTTPS://WWW.WHITING.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesSUBMISSION DEADLINES FOR THE FOUNDATION'S OPEN-APPLICATION PROGRAMS ARE POSTED ANNUALLY ON WEBSITE.SubmissionDeadlinesTxt
Restrictions On AwardsALL OF THE FOUNDATION'S PROGRAMS FOCUS ON ADVANCING LITERATURE AND THE HUMANITIES; MOST TAKE AS THEIR GEOGRAPHICAL SCOPE THE WHOLE UNITED STATES; AND MANY ARE MADE TO INDIVIDUALS THROUGH PEER-REVIEW SELECTION PROCESSES. THE SPECIFIC RESTRICTIONS, LIMITATIONS, AND SCOPE OF AWARDS MADE THROUGH EACH OF THE FOUNDATION'S PROGRAMS VARY SLIGHTLY WITH EACH ANNUAL CYCLE FOR EACH PROGRAM; THEY ARE UPDATED AT THE START OF EACH CYCLE ON OUR WEBSITE, HTTPS://WWW.WHITING.ORGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdAddress Line2RecipientUSAddress/AddressLine2TxtRecipient RelationshipRecipientRelationshipTxt
CULTURAL EMERGENCY RESPONSE (CER)
KINGSFORDWEG 151GR AMSTERDAMNL501(C)(3) PUBLIC CHAPRESERVATION OF CULTURAL HERITAGE$301,000
INSTITUTE OF CLASSICAL ARCHITECTURE & ART INC
501(C)(3) PUBLIC CHAHIGH-SCHOOL HUMANITIES$70,00020 WEST 44TH STREETNEW YORKNY10036
THEATRE FOR A NEW AUDIENCE
501(C)(3) PUBLIC CHAHIGH-SCHOOL HUMANITIES$70,000154 CHRISTOPHER ST STE 3DNEW YORKNY10014
NEW-YORK HISTORICAL SOCIETY
501(C)(3) PUBLIC CHAHIGH-SCHOOL HUMANITIES$65,000170 CENTRAL PARK WEST AT RICHARDNEW YORKNY10024GILDER WAY 77TH STREET
WORDS WITHOUT BORDERS
501(C)(3) PUBLIC CHAHIGH-SCHOOL HUMANITIES$65,000147 PRINCE STBROOKLYNNY11201
ACADEMY FOR TEACHERS
501(C)(3) PUBLIC CHAHIGH-SCHOOL HUMANITIES$60,00010 WEST 90TH STREETNEW YORKNY10024
NEW YORK PUBLIC LIBRARY
501(C)(3) PUBLIC CHAHIGH-SCHOOL HUMANITIES$60,000STEPHEN A SCHWARZMAN BUILDING FIFTHNEW YORKNY10018AVENUE 42ND STREET
PAIDEIA INSTITUTE
501(C)(3) PUBLIC CHAHIGH-SCHOOL HUMANITIES$60,000PO BOX 670NEW YORKNY10012
PLATO
501(C)(3) PUBLIC CHAHIGH-SCHOOL HUMANITIES$60,0003518 FREMONT AVENUE NORTH 353SEATTLEWA98103
GRAND CENTRAL ATELIER INC
501(C)(3) PUBLIC CHAGENERAL SUPPORT$50,00015-19 DECATUR STREET SUITE 201RIDGEWOODNY11385
SHAYOK MISHA CHOWDHURY
INDIVIDUALWHITING AWARD$50,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
TAYLOR JOHNSON
INDIVIDUALWHITING AWARD$50,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
YOON CHOI
INDIVIDUALWHITING AWARD$50,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
HANNAH GRACE ZEAVIN MUSSER
INDIVIDUALWHITING CREATIVE NONFICTION GRANT$40,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
HOUSE OF SPEAKEASY FOUNDATION
501(C)(3) PUBLIC CHAGENERAL SUPPORT$40,000117 EAST 19TH STREETNEW YORKNY10003
LEAH BROAD
INDIVIDUALWHITING CREATIVE NONFICTION GRANT$40,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
SIAN PHILLIPS
INDIVIDUALWHITING CREATIVE NONFICTION GRANT$40,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
ROCHESTER INSTITUTE OF TECHNOLOGY CHET VAN DUZER
501(C)(3) PUBLIC CHAPRESERVATION OF CULTURAL HERITAGE$36,5511 LOMB MEMORIAL DRROCHESTERNY14623NONE
OPERA AMERICA
501(C)(3) PUBLIC CHAHIGH-SCHOOL HUMANITIES$30,000NATIONAL OPERA CENTER 330 SEVENTHNEW YORKNY10001AVENUE
TURQUOISE MOUNTAIN FOUNDATION INC
501(C)(3) PUBLIC CHAGENERAL SUPPORT$30,000C/O OCONNELL GLOCK PC 1634 I ST STEWASHINGTONDC200064020205
AALIYAH BILAL
INDIVIDUALWHITING AWARD$25,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
ADA ZHANG
INDIVIDUALWHITING AWARD$25,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
AMA CODJOE
INDIVIDUALWHITING AWARD$25,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
CARRIBEAN FRAGOZA
INDIVIDUALWHITING AWARD$25,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
CHARIF SHANAHAN
INDIVIDUALWHITING AWARD$25,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
ELISA GONZALEZ
INDIVIDUALWHITING AWARD$25,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
FRANCES YA-CHU COWHIG
INDIVIDUALWHITING AWARD$25,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
GOTHATAONE MOENG
INDIVIDUALWHITING AWARD$25,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
JAVIER ZAMORA
INDIVIDUALWHITING AWARD$25,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
LINDA KINSTLER
INDIVIDUALWHITING AWARD$25,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
MARCIA DOUGLAS
INDIVIDUALWHITING AWARD$25,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
REID KIKUO JOHNSON
INDIVIDUALWHITING AWARD$25,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
SIDIK FOFANA
INDIVIDUALWHITING AWARD$25,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
TOMMYE BLOUNT
INDIVIDUALWHITING AWARD$25,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
UNIVERSITY OF KENTUCKY W BRENT SEALES LAB
501(C)(3) PUBLIC CHAPRESERVATION OF CULTURAL HERITAGE$25,000329 ROSE STREETLEXINGTONKY40506
ALZHEIMERS DISEASE RESEARCH FOUNDATION
501(C)(3) PUBLIC CHAGENERAL SUPPORT$20,00034 WASHINGTON ST STE 310WELLESLEY HILLSMA02481
ARUN KUNDNANI
INDIVIDUALWHITING CREATIVE NONFICTION GRANT$20,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
DAVID ALEXANDER CLAPP
INDIVIDUALWHITING CREATIVE NONFICTION GRANT$20,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
EIREN CAFALL
INDIVIDUALWHITING CREATIVE NONFICTION GRANT$20,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
GUERNICA INC
501(C)(3) PUBLIC CHAWHITING LITERARY MAGAZINE PRIZE$20,0001000 UNION STBROOKLYNNY11225
HEATHER ANN THOMPSON
INDIVIDUALWHITING CREATIVE NONFICTION GRANT$20,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
HETTIE O'BRIEN
INDIVIDUALWHITING CREATIVE NONFICTION GRANT$20,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
JAMES DUESTERBERG
INDIVIDUALWHITING CREATIVE NONFICTION GRANT$20,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
KENDRA TAIRA FIELD
INDIVIDUALWHITING CREATIVE NONFICTION GRANT$20,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
LITERACY ACADEMY COLLECTIVE
501(C)(3) PUBLIC CHAGENERAL SUPPORT$20,00066 CROSBY STREET SUITE 6ENEW YORKNY10012
LOS ANGELES REVIEW OF BOOKS
501(C)(3) PUBLIC CHAWHITING LITERARY MAGAZINE PRIZE$20,000THE GRANADA BUILDINGS 672 S LALOS ANGELESCA90057FAYETTE PARK PLACE SUITE 30
MIAMI DADE COLLEGE FOUNDATION (FOR MIAMI BOOK FAIR)
501(C)(3) PUBLIC CHAGENERAL SUPPORT$20,000300 NE SECOND AVENUEMIAMIFL33132
MIZNA
501(C)(3) PUBLIC CHAWHITING LITERARY MAGAZINE PRIZE$20,0002446 UNIVERSITY AVE W SUITE 115ST PAULMN55114
N PLUS ONE FOUNDATION
501(C)(3) PUBLIC CHAWHITING LITERARY MAGAZINE PRIZE$20,00037 GREENPOINT AVEBROOKLYNNY11222
NADIM ROBERTS
INDIVIDUALWHITING CREATIVE NONFICTION GRANT$20,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
NICHOLAS BOGGS
INDIVIDUALWHITING CREATIVE NONFICTION GRANT$20,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
OGUEJIOFOR UGWU
INDIVIDUALWHITING CREATIVE NONFICTION GRANT$20,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
OXFORD AMERICAN LITERARY PROJECT
501(C)(3) PUBLIC CHAWHITING LITERARY MAGAZINE PRIZE$20,000PO BOX 3235LITTLE ROCKAR722033235
RONALD WILLIAMS II
INDIVIDUALWHITING CREATIVE NONFICTION GRANT$20,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
SARAH CHIHAYA
INDIVIDUALWHITING CREATIVE NONFICTION GRANT$20,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
SONIA SHAH
INDIVIDUALWHITING CREATIVE NONFICTION GRANT$20,000C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901NONE
THE MASSACHUSETTS REVIEW INC
501(C)(3) PUBLIC CHAWHITING LITERARY MAGAZINE PRIZE$20,000400 VENTURE WAYHADLEYMA01035
THE ORION SOCIETY
501(C)(3) PUBLIC CHAWHITING LITERARY MAGAZINE PRIZE$20,000ORION MAGAZINE 187 MAIN STREETGREAT BARRINGTONMA01230
THE PARIS REVIEW FOUNDATION INC
501(C)(3) PUBLIC CHAWHITING LITERARY MAGAZINE PRIZE$20,000544 W 27TH STNEW YORKNY10001
ZYZZYVA INC
501(C)(3) PUBLIC CHAWHITING LITERARY MAGAZINE PRIZE$20,00057 POST STREET SUITE 708SAN FRANCISCOCA94104
BENNINGTON COLLEGE (FOR BENNINGTON REVIEW)
501(C)(3) PUBLIC CHAWHITING LITERARY MAGAZINE PRIZE$10,0001 COLLEGE DRIVEBENNINGTONVT05201
HOOVER INSTITUTION
501(C)(3) PUBLIC CHAGENERAL SUPPORT$10,000434 GALVEZ MALLSTANFORDCA943056003
HOUSE OF SPEAKEASY FOUNDATION
501(C)(3) PUBLIC CHAGENERAL SUPPORT$10,000117 EAST 19TH STREETNEW YORKNY10003
MANHATTAN INSTITUTE FOR POLICY RESEARCH INC
501(C)(3) PUBLIC CHAGENERAL SUPPORT$10,00052 VANDERBILT AVENUENEW YORKNY10017
THE BASS MUSEUM OF ART
501(C)(3) PUBLIC CHAGENERAL SUPPORT$10,0002100 COLLINS AVENUEMIAMI BEACHFL33139
THE NEW CRITERION (FOUNDATION FOR CULTURAL REVIEW)
501(C)(3) PUBLIC CHAGENERAL SUPPORT$10,000900 BROADWAY STE 602NEW YORKNY10003
UNIVERSITY OF OKLAHOMA FOUNDATION INC (FOR LATIN AMERICAN LITERATURE TODAY)
501(C)(3) PUBLIC CHAWHITING LITERARY MAGAZINE PRIZE$10,000UNIVERSITY OF OKLAHOMA 780 VANNORMANOK73019VLEET OVAL KAUFMAN HALL ROOM 105
DUTCHESS LAND CONSERVANCY INC
501(C)(3) PUBLIC CHAGENERAL SUPPORT$6,650PO BOX 138MILLBROOKNY12545
GRAND CENTRAL ATELIER INC
501(C)(3) PUBLIC CHAGENERAL SUPPORT$6,65015-19 DECATUR STREET SUITE 201RIDGEWOODNY11385
HOUSE OF SPEAKEASY FOUNDATION
501(C)(3) PUBLIC CHAGENERAL SUPPORT$6,650117 EAST 19TH STREETNEW YORKNY10003
APOGEE JOURNAL
501(C)(3) PUBLIC CHAWHITING LITERARY MAGAZINE PRIZE$6,500C/O MRS GILES WHITING FOUNDATIONNEW YORKNY10007291 BROADWAY STE 1901
ELECTRIC LITERATURE
501(C)(3) PUBLIC CHAWHITING LITERARY MAGAZINE PRIZE$6,500147 PRINCE STREETBROOKLYNNY11201
AMERICAN COLLEGE OF THE BUILDING ARTS
501(C)(3) PUBLIC CHAGENERAL SUPPORT$5,000649 MEETING STCHARELSTONNC29403
ARKANSAS INTERNATIONAL
501(C)(3) PUBLIC CHAWHITING LITERARY MAGAZINE PRIZE$5,00041 S GREGG AVE APT BFAYETTEVILLEAR72701
INSTITUTE OF CLASSICAL ARCHITECTURE & ART INC
501(C)(3) PUBLIC CHAGENERAL SUPPORT$5,00020 WEST 44TH STREETNEW YORKNY10036
NATIONAL CIVIC ART SOCIETY INC
501(C)(3) PUBLIC CHAGENERAL SUPPORT$5,000300 NEW JERSEY AVE NW SUITE 900WASHINGTONDC20001
WATERSIDE SCHOOL
501(C)(3) PUBLIC CHAGENERAL SUPPORT$5,000770 PACIFIC STREETSTAMFORDCT06902
FULL STOP MAGAZINE INC
501(C)(3) PUBLIC CHAWHITING LITERARY MAGAZINE PRIZE$3,00033-51 80TH STJACKSON HEIGHTSNY11372
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,273,501TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACADEMY FOR TEACHERS
10 WEST 90TH STREETNEW YORKNY10024501(C)(3) PUBLIC CHAHIGH-SCHOOL HUMANITIES$60,000
NEW YORK PUBLIC LIBRARY
STEPHEN A SCHWARZMAN BUILDING FIFTHNEW YORKNY10018501(C)(3) PUBLIC CHAHIGH-SCHOOL HUMANITIES$60,000AVENUE 42ND STREET
PAIDEIA INSTITUTE
PO BOX 670NEW YORKNY10012501(C)(3) PUBLIC CHAHIGH-SCHOOL HUMANITIES$60,000
PLATO
3518 FREMONT AVENUE NORTH 353SEATTLEWA98103501(C)(3) PUBLIC CHAHIGH-SCHOOL HUMANITIES$120,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$300,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,479,213ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,162,344ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
UNRELATED BUSINESS INCOME PASSED THROUGH FROM LIMITED PARTNERSHIPS900003$843,248
OTHER INCOME (LOSS) PASSED THROUGH FROM LIMITED PARTNERSHIP INVESTMENTS14-$183,841

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$843,248UnrelatedBusinessTaxblIncmAmt
Exclusion$4,457,716ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,300,964TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$44,964Amt
Net Investment Income$22,482NetInvestmentIncomeAmt
Disbursements Charitable Prps$22,482DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CULTURAL EMERGENCY RESPONSEBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1KINGSFORDWEG 151AddressLine1Txt
CityAMSTERDAMCityNm
Province Or StateAMERSTERDAMProvinceOrStateNm
CountryNLCountryCd
Foreign Postal1043ForeignPostalCd
FieldValueIRS element (for citing)
Grant2024-12-31GrantDt
Grant$301,000GrantAmt
Purpose Of GrantTHE PROTECTION OF DOCUMENTARY HERITAGEPurposeOfGrantTxt
Expended By Grantee$301,000ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By GranteeANNUALLYDatesOfReportsByGranteeTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (53 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CONSUMER DISCRETIONARY SELTFMV$117,111$117,111
FIDELITY 500 INDEX FUNDFMV$12,463,294$12,463,294
FINANCIAL SELECT SECTOR SPDRFMV$541,634$541,634
HEALTH CARE SELECT SECTORFMV$252,441$252,441
INDUSTRIAL SELECT SECT SPDRFMV$105,540$105,540
INVESCO QQQ TRUST SERIES 1FMV$1,963,123$1,963,123
INVESCO S&P 500 EQUAL WEIGHTFMV$534,802$534,802
VANECK SEMICONDUCTOR ETFFMV$403,697$403,697
VANECK OIL SERVICES ETFFMV$304,591$304,591
ISHARES CORE S&P MIDCAP ETFFMV$738,872$738,872
ARTISAN INTL VAL-INSTFMV$769,532$769,532
FIDELITY INTL INDX-INST PRMFMV$1,858,037$1,858,037
ISHARES MSCI EUROPE FINANCIALFMV$256,253$256,253
ISHARES MSCI UNITED KINGDOMFMV$261,878$261,878
SPDR EURO STOXX 50 ETFFMV$808,439$808,439
VANGUARD FTSE EUROPE ETFFMV$741,266$741,266
ISHARES MSCI JAPAN ETFFMV$1,046,693$1,046,693
WISDOMTREE JAPAN HEDGED EQFMV$501,268$501,268
ISHARES CORE MSCI EMERGINGFMV$2,372,407$2,372,407
VANECK GOLD MINERS ETFFMV$240,558$240,558
COHEN & STEERS RL EST-FFMV$2,238,854$2,238,854
ISARES GOLD TRUSTFMV$753,839$753,839
PIMCO COMMODITYPL STRAT-INSFMV$637,867$637,867
BLACKROCK HIGH YIELD-KFMV$1,006,508$1,006,508
DODGE & COX INOCME-IFMV$2,146,741$2,146,741
ISHARES 7-10 YEAR TREASURY BFMV$2,422,375$2,422,375
PIMCO TOTAL RETURN FUND-INSTFMV$2,012,200$2,012,200
VANGUARD TTL BD MKT IDX-ADMFMV$6,972,754$6,972,754
HPS SENIOR CORE LENDING OFFSHOREFMV$545,290$545,290
HPS CORPORATE LENDING FUNDFMV$2,002,347$2,002,347
HENGISTBURY FUND LTD.FMV$3,682,559$3,682,559
AEPF PRIVATE INVESTORS OFFSHORE III, LPFMV$421,617$421,617
THE CHILDRENS INVESTMENT FUNDFMV$5,100,250$5,100,250
GOLUB CAPITAL BDC 4FMV$990,000$990,000
AEPF PRIVATE INVESTMENTS OFFSHORE IV LP (AKA APOLLO)FMV$298,712$298,712
TIFF PRIVATE EQUITY PARTNERS 2008, LLCFMV$321,645$321,645
TIFF PRIVATE EQUITY PARTNERS 2007, LLCFMV$402,759$402,759
TIFF PRIVATE EQUITY PARTNERS 2015, LLCFMV$587,571$587,571
NEW CANAAN FUND VIFMV$347,195$347,195
IRONSIDE PARTNERS FUNDFMV$11,084$11,084
IRONSIDE PARTNERS CO-INVESTMENT FUNDFMV$416,577$416,577
CERBERUS OFFSHORE LEVERAGED FUND IIIFMV$530,964$530,964
PRIVATE ADVISORS SECONDARY FUND VFMV$2,234,178$2,234,178
PRIVATE ADVISORS SECONDARY FUND VIFMV$1,055,924$1,055,924
MCR HOSPITALITY FUNDFMV$1,081,264$1,081,264
BSREPIII PRIVATE INVESTORS OFFSHORE, LPFMV$2,907,345$2,907,345
DYAL IV OFFSHORE INVESTORS, LPFMV$1,374,893$1,374,893
DYAL VFMV$425,691$425,691
LEXINGTON PARTNERS, LPFMV$1,213,370$1,213,370
NEW CANAAN MEZZ VIIFMV$584,803$584,803
ARES PCS II PRIVATE INVESTORS, LPFMV$1,008,860$1,008,860
PA REAL ASSETS FUND IIIFMV$1,869,552$1,869,552
FORTRESS CREDIT OPPORTUNITIES VIFMV$840,894$840,894

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$405LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$405DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITDesc
BOY Book Value$8,800BOYBookValueAmt
EOY Book Value$8,800EOYBookValueAmt
EOYFMV$8,800EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS FILING FEES$1,500$0$1,500
INSURANCE$11,960$0$11,960
OFFICE EXPENSES$43,307$2,165$41,142
DUES AND MEMBERSHIPS$17,974$0$17,974
WEBSITE COSTS$23,896$0$23,896
HONORARIA$109,600$0$109,600
AWARDS CEREMONIES$228,915$0$228,915
PROFESSIONAL DEVELOPMENT$53,083$0$53,083
MISCELLANEOUS$9,713$0$9,713
OTHER EXPENSES PASSED THROUGH FROM LIMITED PARTNERSHIP INVESTMENTS$344,068$344,068$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
UNRELATED BUSINESS INCOME PASSED THROUGH FROM LIMITED PARTNERSHIPS$843,248$843,248
OTHER INCOME (LOSS) PASSED THROUGH FROM LIMITED PARTNERSHIP INVESTMENTS-$183,841-$183,841-$183,841

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$2,568,779Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT CUSTODY AND ADVISORY FEES$183,652$183,652$0
PUBLIC RELATIONS CONSULTANT$118,000$0$118,000
OTHER PROFESSIONAL FEES$878$0$878
EXECUTIVE SEARCH FEES$94,888$0$94,888

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX EXPENSE - PASSED THROUGH FROM LIMITED PARTNERSHIPS$705$705$0
FEDERAL EXCISE TAX$156,803$0$0
NEW YORK STATE UNRELATED BUSINESS INCOME TAX$27,967$0$0