THE THOMPSON FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMPSON FAMILY FOUNDATION INC (EIN 06-1194385)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2018-09-19
- IRS object ID
- 201812629349100301
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2018-09-19T09:51:33-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061194385 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMPSON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 6464803532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 PARK AVENUE SUITE 1541 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN SIEGEL | PersonNm |
| Person Title | SECRETARY & TREASURER | PersonTitleTxt |
| Phone | 2127515700 | PhoneNum |
| Signature | 2018-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS LANNING | PreparerPersonNm |
| PTIN | P00851654 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2018-09-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $494,781,146 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,867,838 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,867,838 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,052,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $246,381,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,052,838 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,244 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,244 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $56,945,920 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,945,920 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $325,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $162,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $162,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $225,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $112,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $112,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,097 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,549 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,548 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $734 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $367 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $367 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $154,673 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $77,337 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $77,336 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,144,208 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,143,752 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $456 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,148,565 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $78,598 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,734 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,734 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $210,322 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $210,322 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,488 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,488 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,032 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,032 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$84,310 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,567 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | -$89,877 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,159,543 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,587,904 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $501,672 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,478,362 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,869,123 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,637,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,587,904 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,370,795 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,308,015 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,358,016 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,931,377 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,400,137 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,400,137 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $200,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $200,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $200,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $64,174,491 | CorporateStockBOYAmt |
| Corporate Stock EOY | $85,095,716 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $136,226,950 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $113,581,685 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $153,330,016 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $151,234,246 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $203,552,099 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $164,164,218 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $195,151,821 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,404 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,602 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,721 | LandBOYAmt |
| Land EOY | $3,802 | LandEOYAmt |
| Land EOYFMV | $3,802 | LandEOYFMVAmt |
| Other Assets BOY | $1,372,645 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,564,190 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,564,190 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $392,614,018 | TotalAssetsBOYAmt |
| Total Assets EOY | $414,758,079 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $494,781,146 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,580 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $43,386 | AccountsPayableEOYAmt |
| Grants Payable BOY | $57,285,590 | GrantsPayableBOYAmt |
| Grants Payable EOY | $32,894,830 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $235,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $450,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $57,552,170 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,388,216 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $335,061,848 | UnrestrictedBOYAmt |
| Unrestricted EOY | $381,369,863 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $335,061,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $381,369,863 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $392,614,018 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $414,758,079 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $335,061,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,308,015 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $381,369,863 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $381,369,863 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $238,143,442 | $197,328,552 | $40,814,890 | $40,814,890 | |
| CAPITAL GAINS DIVIDENDS | $8,237,948 | $8,237,948 | $8,237,948 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,052,838 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,467,840 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $472,981,280 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.117273 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $77,201,968 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $444,661,131 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.173620 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,418,510 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $519,549,370 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052774 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,671,053 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $505,699,919 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048786 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,953,786 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $381,273,288 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031352 | DistributionYr5Rt |
| Total Distribution | 0.423805 | TotalDistributionRt |
| Average Distribution | 0.084761 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $495,468,364 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,996,394 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $553,580 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,549,974 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,934,985 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,107,160 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,107,160 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,107,160 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $660,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $660,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15,166 | EsPenaltyAmt |
| Tax Due | $462,326 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALAN SIEGEL | IndividualWithBooksNm |
| Phone | 6464803532 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 PARK AVENUE SUITE 1541 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN SIEGEL | ||||||||
| 230 PARK AVENUE SUITE 1541 | NEW YORK | NY | 10169 | TREASURER & CFO | 15.00 | $275,000 | $0 | $0 |
| AMANDA JT RIEGEL | ||||||||
| 230 PARK AVENUE SUITE 1541 | NEW YORK | NY | 10169 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| ANGELA E THOMPSON | ||||||||
| 230 PARK AVENUE SUITE 1541 | NEW YORK | NY | 10169 | PRESIDENT EMERITUS | 5.00 | $0 | $0 | $0 |
| CHARLES AY THOMPSON | ||||||||
| 230 PARK AVENUE SUITE 1541 | NEW YORK | NY | 10169 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| HUGO BARRECA | ||||||||
| 230 PARK AVENUE SUITE 1541 | NEW YORK | NY | 10169 | DIRECTOR | 5.00 | $50,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET MORIARTY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 PARK AVENUE SUITE 1541 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $225,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CRAIG MORRIS & COMPANY | |||||
| 356 S OYSTER BAY RD | SYOSSET | NY | 11791 | ACCOUNTING | $82,023 |
| COHNREZNICK LLP | |||||
| 1301 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | ACCOUNTING | $72,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE NEW YORK POOLED PRI FUND LLC - PROVIDING BELOW MARKET RATE LOANS TO ORGANIZATIONS WORKING WITH AND ON BEHALF OF LOW-INCOME NEW YORKERS. | Description1Txt |
| Expenses1 | $1,314,190 | Expenses1Amt |
| Description2 | PILLO, INC - PROVIDING BELOW MARKET RATE LOAN TO ORGANIZATION WORKING TO DEVELOP NEW MEDICAL DEVICES. | Description2Txt |
| Expenses2 | $250,000 | Expenses2Amt |
| Total | $1,564,190 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $483,770,512 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,039,254 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $203,802 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $503,013,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $503,013,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,545,204 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $495,468,364 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,773,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,773,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,107,160 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,107,160 | TotalTaxAmt |
| Distributable Before Adj | $23,666,258 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,666,258 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,666,258 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,370,795 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,564,190 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,934,985 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,934,985 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,666,258 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $53,572,105 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,402,362 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $86,974,467 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,934,985 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,666,258 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,268,727 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $97,243,194 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $97,243,194 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $53,572,105 | ExcessFromYear2Amt |
| Excess From Year1 | $33,402,362 | ExcessFromYear1Amt |
| Excess From Current Year | $10,268,727 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICA ACHIEVES | ||||||||||||
| 95 MORTON STREET GROUND FLOOR | NEW YORK | NY | 10014 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $1,625,000 | ||||||
| AMERICAN COMMITTEE FOR WEIZMANN INSTITUTE | ||||||||||||
| 7 E 60TH ST | NEW YORK | NY | 10022 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $2,209,123 | ||||||
| ATLANTIC THEATER COMPANY | ||||||||||||
| 336 W 20TH ST | NEW YORK | NY | 10011 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $20,000 | ||||||
| BARYSHNIKOV ARTS CENTER | ||||||||||||
| 450 WEST 37TH STREET | NEW YORK | NY | 10018 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $157,500 | ||||||
| BERKSHIRE AGRICULTURAL VENTURES | ||||||||||||
| 314 MAIN ST | GREAT BARRINGTON | MA | 01230 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| BIOBUS | ||||||||||||
| 1361 AMSTERDAM AVENUE SUITE 340 | NEW YORK | NY | 10027 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $200,000 | ||||||
| BOARD OF TRUSTEES-COLUMBIA MED CTR | ||||||||||||
| 516 WEST 168 STREET 3RD FL | NEW YORK | NY | 10032 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $2,173,535 | ||||||
| BROOKLYN ACADEMY OF MUSIC | ||||||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000,000 | ||||||
| BROOKLYN COMMUNITY BAIL FUND | ||||||||||||
| 195 MONTAGUE STREET 14TH FLOOR | BROOKLYN | NY | 11201 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $100,000 | SUITE 1414 | |||||
| BROOKLYN CONSERVATORY OF MUSIC | ||||||||||||
| 58 7TH AVE | BROOKLYN | NY | 11217 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | ||||||
| BROOKLYN HISTORICAL SOCIETY | ||||||||||||
| 128 PIERREPONT ST | BROOKLYN | NY | 11201 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $250,000 | ||||||
| BROOKLYN YOUTH MUSIC PROJECT | ||||||||||||
| 250 WEST 57TH STREET RM 612 | NEW YORK | NY | 10107 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $35,000 | ||||||
| CANCER RESEARCH INSTITUTE | ||||||||||||
| 29 BROADWAY 4TH FLOOR | NEW YORK | NY | 10006 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $500,000 | ||||||
| CATSKILL CENTER | ||||||||||||
| PO BOX 504 | ARKVILLE | NY | 12406 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $1,500 | ||||||
| CENTER FOR BOOK ARTS | ||||||||||||
| 28 WEST 27TH STREET THIRD FLOOR | NEW YORK | NY | 10001 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $20,000 | ||||||
| CENTER FOR PHOTOGRAPHY AT WOODSTOCK | ||||||||||||
| 59 TINKER STREET | WOODSTOCK | NY | 12498 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| CENTRAL PARK CONSERVANCY | ||||||||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $6,800,000 | ||||||
| CHESS IN THE SCHOOLS | ||||||||||||
| 520 8TH AVENUE 2ND FLOOR | NEW YORK | NY | 10018 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| CITY HARVEST | ||||||||||||
| 6 EAST 32ND STREET 5TH FL | NEW YORK | NY | 10016 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $250,000 | ||||||
| CITY PARKS FOUNDATION | ||||||||||||
| 830 5TH AVE | NEW YORK | NY | 10065 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $1,255,000 | ||||||
| CIVITAS | ||||||||||||
| 1457 LEXINGTON AVE | NEW YORK | NY | 10028 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| CLASSIC STAGE COMPANY | ||||||||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| COLD SPRING HARBOR LABS | ||||||||||||
| 1 BUNGTOWN RD | COLD SPRING HARBOR | NY | 11724 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $1,376,473 | ||||||
| COMMUNITY CENTER OF NORTHERN WESTCHESTER | ||||||||||||
| 84 BEDFORD ROAD | KATONAH | NY | 10536 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| COMMUNITY FOUNDATION OF HUDSON VALLEY | ||||||||||||
| 80 WASHINGTON STREET SUITE 201 | POUGHKEEPSIE | NY | 12601 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| COMPASSION & CHOICES | ||||||||||||
| PO BOX 101810 | DENVER | CO | 80250 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| CONNECTICUT FARMLAND TRUST | ||||||||||||
| 77 BUCKINGHAM STREET | HARTFORD | CT | 06106 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $15,000 | ||||||
| DELL'ARTE OPERA ENSEMBLE | ||||||||||||
| 255 CABRINI BLVD | NEW YORK | NY | 10040 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $15,000 | ||||||
| FILM FORUM | ||||||||||||
| 209 WEST HOUSTON STREET | NEW YORK | NY | 10014 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $1,015,000 | ||||||
| FISHER HOUSE FOUNDATION INC | ||||||||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| FOOD BANK FOR NEW YORK CITY | ||||||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| FORUM ON LAW CULTURE & SOCIETY | ||||||||||||
| 139 MACDOUGAL STREET B23 | NEW YORK | NY | 10012 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $30,000 | ||||||
| FRACTURED ATLAS | ||||||||||||
| 248 W 35TH ST | NEW YORK | NY | 10001 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | ||||||
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||||||||
| 1100 FAIRVIEW AVE N | SEATTLE | WA | 98109 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $50,000 | ||||||
| FRIENDS OF KAREN | ||||||||||||
| PO BOX 190 | PURDYS | NY | 10578 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $15,000 | ||||||
| FRIENDS OF THE UPPER EAST SIDE | ||||||||||||
| 966 LEXINGTON AVENUE STE 35 | NEW YORK | NY | 10021 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | ||||||
| FUND FOR PARK AVENUE | ||||||||||||
| 445 PARK AVE STE 1000 | NEW YORK | NY | 10022 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | ||||||
| GRACE INSTITUTE | ||||||||||||
| 40 RECTOR STREET 14TH FLOOR | NEW YORK | NY | 10006 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | ||||||
| HEART | ||||||||||||
| PO BOX 738 | MAMARONECK | NY | 10543 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| HIGH HOPES THERAPEUTIC RIDING | ||||||||||||
| 36 TOWN WOODS RD | OLD LYME | CT | 06371 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $40,000 | ||||||
| HORIZON EDUCATION ALLIANCE | ||||||||||||
| 124 E WASHINGTON ST | GOSHEN | IN | 46528 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | ||||||
| HUDSON INSTITUTE | ||||||||||||
| 1201 PENNSYLVANIA AVE NW STE 400 | WASHINGTON | DC | 20004 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| INTERNATIONAL PRINT CENTER OF NY | ||||||||||||
| 508 W 26TH STREET ROOM 5A | NEW YORK | NY | 10001 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $15,000 | ||||||
| INTERNATIONAL SENIOR LAWYERS PROJECT | ||||||||||||
| 110 WEST 40TH STREET STE 700 | NEW YORK | NY | 10018 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $60,000 | ||||||
| INTERNATIONAL WOMEN'S HEALTH COALITION | ||||||||||||
| 333 SEVENTH AVENUE 8TH FL | NEW YORK | NY | 10001 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $50,000 | ||||||
| JOB PATH INC | ||||||||||||
| 256 WEST 38TH STREET 2ND FL | NEW YORK | NY | 10018 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $15,000 | ||||||
| KENTLER INTERNATIONAL DRAWING CENTER | ||||||||||||
| 353 VAN BRUNT ST | BROOKLYN | NY | 11231 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | ||||||
| LEGAL OUTREACH INC | ||||||||||||
| 36-14 35TH ST | QUEENS | NY | 11106 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | ||||||
| LEWA WILDLIFE CONSERVANCY USA | ||||||||||||
| 38 MILLER AVE BOX 507 | MILL VALLEY | CA | 94941 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| LIGHTHOUSE WORKS | ||||||||||||
| PO BOX 385 | FISHERS ISLAND | NY | 06390 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | ||||||
| LONGHOUSE RESERVE | ||||||||||||
| 133 HANDS CREEK RD | EAST HAMPTON | NY | 11937 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | ||||||
| MASS MOCA | ||||||||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 01247 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | ||||||
| MELANOMA RESEARCH ALLIANCE | ||||||||||||
| 1101 NEW YORK AVE NW | WASHINGTON | DC | 20005 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | ||||||
| MEMORIAL SLOAN KETTERING CANCER CENTER-PANCREATIC CANCER | ||||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $3,379,392 | ||||||
| MIANUS RIVER GORGE | ||||||||||||
| 167 MIANUS RIVER RD | BEDFORD | NY | 10506 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $15,000 | ||||||
| MT SINAI WEST | ||||||||||||
| 425 WEST 59TH STREET 7TH FL | NEWYORK | NY | 10019 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $400,000 | ||||||
| MUNICIPAL ART SOCIETY | ||||||||||||
| 488 MADISON AVE SUITE 1900 | NEW YORK | NY | 10022 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $50,000 | ||||||
| MUSEUM OF FINE ARTS-BOSTON | ||||||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $100,000 | ||||||
| MUSEUM OF THE CITY OF NEW YORK | ||||||||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $150,000 | ||||||
| NEIGHBORHOOD MUSIC SCHOOL | ||||||||||||
| 100 AUDUBON ST | NEW HAVEN | CT | 06510 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $15,000 | ||||||
| NEW JERSEY CENTER FOR TEACHING & LEARNING | ||||||||||||
| 115 FRANKLIN TPKE 203 | MAHWAH | NJ | 07430 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $400,000 | ||||||
| NEW PROFESSIONAL THEATRE | ||||||||||||
| 229 WEST 42ND STREET 501 | NEW YORK | NY | 10036 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $26,500 | ||||||
| NEW YORK JUNIOR TENNIS & LEARNING | ||||||||||||
| 58-12 QUEENS BLVD SUITE 1 | WOODSIDE | NY | 11377 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $20,000 | ||||||
| NEW YORK PUBLIC RADIO (WQXR) | ||||||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $397,000 | ||||||
| NEW YORK RESTORATION PROJECT | ||||||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $719,000 | ||||||
| OPUS 40 | ||||||||||||
| 50 FITE RD | SAUGERTIES | NY | 12477 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $15,000 | ||||||
| PIONEER WORKS CENTER FOR ART & INNOVATION | ||||||||||||
| 159 PIONEER ST | BROOKLYN | NY | 11231 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $450,000 | ||||||
| POETS HOUSE | ||||||||||||
| 10 RIVER TERRACE | NEW YORK | NY | 102821240 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $110,000 | ||||||
| PRESERVATION LEAGUE OF NEW YORK STATE | ||||||||||||
| 44 CENTRAL AVE | ALBANY | NY | 12206 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | ||||||
| PROSTATE CANCER FOUNDATION | ||||||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $50,000 | ||||||
| RIVERSIDE PARK CONSERVANCY | ||||||||||||
| 475 RIVERSIDE DR 455 | NEW YORK | NY | 10115 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $50,000 | ||||||
| RONALD MCDONALD HOUSE-GRTR HUDSON VALLEY | ||||||||||||
| PO BOX 299 | VALHALLA | NY | 10595 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $50,000 | ||||||
| SALVATION ARMY | ||||||||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| SEACHANGE CAPITAL PARTNERS | ||||||||||||
| 1385 BROADWAY | NEW YORK | NY | 10018 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $40,000 | ||||||
| SEARCH AND CARE | ||||||||||||
| 1844 2ND AVENUE | NEW YORK | NY | 10128 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $62,500 | ||||||
| SIGNATURE THEATER | ||||||||||||
| 480 WEST 42ND STREET | NEW YORK | NY | 10036 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| SILVER HILL HOSPITAL | ||||||||||||
| 208 VALLEY RD | NEW CANAAN | CT | 06840 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| ST LUKE'S IN THE FIELD | ||||||||||||
| 487 HUDSON ST | NEW YORK | NY | 10014 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| STEVENS INSTITUTE OF TECHNOLOGY | ||||||||||||
| 1 CASTLE POINT TERRACE | HOBOKEN | NJ | 07030 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $37,600 | ||||||
| STREETWISE PARTNERS | ||||||||||||
| 222 BROADWAY 18TH FLOO | NEW YORK | NY | 10038 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| STUDENT DIPLOMACY CORPS | ||||||||||||
| 55 EXCHANGE PL STE 601 | NEW YORK | NY | 10005 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $30,000 | ||||||
| THE CATWALK TRUST | ||||||||||||
| PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | PO BOX 555 409 QUEEN STREET | MASTERTON | NZ | 5840 | ||||||
| THE CHILDREN'S STOREFRONT | ||||||||||||
| 70 E 129TH STREET | NEW YORK | NY | 10035 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| THE DOE FUND | ||||||||||||
| 232 E 84TH STREET | NEW YORK | NY | 10028 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | ||||||
| THE GOOD DOG FOUNDATION | ||||||||||||
| 500 7TH AVE 8TH FLOOR | NEW YORK | NY | 10018 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| THE GRADUATE CENTER-CUNY | ||||||||||||
| 365 5TH AVE | NEW YORK | NY | 10016 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| THE JEWISH BOARD | ||||||||||||
| 135 W 50TH ST | NEW YORK | NY | 10020 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | ||||||
| THE NEW 42ND STREET | ||||||||||||
| 229 WEST 42ND STREET | NEW YORK | NY | 10036 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| THEATRE FOR A NEW AUDIENCE | ||||||||||||
| 154 CHRISTOPHER STREET APT 3D | NEW YORK | NY | 10014 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $75,000 | ||||||
| THOMPSON ARTS CTR PARK AVENUE ARMORY | ||||||||||||
| 643 PARK AVE | NEW YORK | NY | 10065 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $205,000 | ||||||
| US FRIENDS OF VICTORIA UNIVWELLINGTON | ||||||||||||
| PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $400,000 | 25-25 ASTORIA BLVD APT 2C | ASTORIA | NZ | 11102 | NEW YORK | |||||
| UNIVERSITY OF VIRGINIA PARENTS FUND | ||||||||||||
| P O BOX 400807 | CHARLOTTESVILLE | VA | 22904 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | ||||||
| URBAN ASSEMBLY | ||||||||||||
| 90 BROAD ST 2101 | NEW YORK | NY | 10004 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $130,000 | ||||||
| URBAN PATHWAYS | ||||||||||||
| 575 8TH AVE | NEW YORK | NY | 10018 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | ||||||
| VISITING NURSE SERVICE OF NY | ||||||||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $20,000 | ||||||
| VOICE THEATRE | ||||||||||||
| 380 UPPER BYRDCLIFFE RD | WOODSTOCK | NY | 12498 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | ||||||
| WATER FOR THE GLOBAL COMMUNITY | ||||||||||||
| 666 GODWIN AVENUE | MIDLAND PARK | NJ | 07432 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $24,000 | ||||||
| WEIR FARM ART CENTER | ||||||||||||
| 735 NOD HILL ROAD | WILTON | CT | 06897 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | ||||||
| WILD BIRD FUND | ||||||||||||
| 565 COLUMBUS AVE | NEW YORK | NY | 10024 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $15,000 | ||||||
| WNET-CHANNEL 13 | ||||||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $250,000 | ||||||
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||||||||
| FENNO HOUSE MS 40A | WOODS HOLE | MA | 02543 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | ||||||
| WOODSTOCK ARTISTS ASSOC & MUSEUM | ||||||||||||
| 28 TINKER ST | WOODSTOCK | NY | 12498 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $20,000 | ||||||
| WOODSTOCK DAY SCHOOL | ||||||||||||
| PO BOX 1 | WOODSTOCK | NY | 12498 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $50,000 | ||||||
| WOODSTOCK FILM FESTIVAL | ||||||||||||
| 13 ROCK CITY RD | WOODSTOCK | NY | 12498 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $30,000 | ||||||
| WOODSTOCK LAND CONSERVANCY | ||||||||||||
| PO BOX 864 | WOODSTOCK | NY | 12498 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $75,000 | ||||||
| WOODSTOCK SCHOOL OF ART | ||||||||||||
| PO BOX 338 | WOODSTOCK | NY | 12498 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $100,000 | ||||||
| WORLD WILDLIFE FUND | ||||||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $45,000 | ||||||
| YORKVILLE COMMON PANTRY | ||||||||||||
| 8 EAST 109TH STREET | NEW YORK | NY | 10029 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $15,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,869,123 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BARYSHNIKOV ARTS CENTER | ||||||
| 450 WEST 37TH STREET | NEW YORK | NY | 10018 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $120,000 |
| CANCER RESEARCH INSTITUTE | ||||||
| 29 BROADWAY 4TH FLOOR | NEW YORK | NY | 10006 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $500,000 |
| INTERNATIONAL WOMEN'S HEALTH COALITION | ||||||
| 333 SEVENTH AVENUE 8TH FL | NEW YORK | NY | 10001 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $50,000 |
| POETS HOUSE | ||||||
| 10 RIVER TERRACE | NEW YORK | NY | 102821240 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $55,000 |
| SEARCH AND CARE | ||||||
| 1844 2ND AVENUE | NEW YORK | NY | 10128 | PC | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $37,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $762,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,867,838 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,244 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,052,838 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $56,945,920 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,945,920 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CRAIG MORRIS AND COMPANY | $82,023 | $41,012 | $41,011 |
| COHNREZNICK LLP | $72,650 | $36,325 | $36,325 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATWALK TRUST | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 555 409 QUEEN STREET | AddressLine1Txt |
| City | MASTERTON | CityNm |
| Country | NZ | CountryCd |
| Foreign Postal | 5840 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2017-11-10 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | PurposeOfGrantTxt |
| Expended By Grantee | $10,000 | ExpendedByGranteeAmt |
| Verification | 2018-05-31 | VerificationDt |
| Results Of Verification | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-B, LINE 1A(4): | FormAndLineReferenceDesc |
| Medium Explanation | OFFICER ALAN SIEGEL RECEIVED COMPENSATION FOR THE YEAR ENDING MAY 31, 2018. THIS AMOUNT REPRESENTS PAYMENT FOR HIS SERVICES WITH REGARD TO THE FOUNDATION AND THE SERVICES IT PROVIDES. THIS MEETS THE EXCEPTION AND IS CONSIDERED REASONABLE, AND THEREFORE, FORM 4720 IS NOT PREPARED. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $153,330,016 | EOYBookValueAmt |
| EOYFMV | $151,234,246 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $85,095,716 | EOYBookValueAmt |
| EOYFMV | $136,226,950 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE SECURITIES | AT COST | $3,438,280 | $5,084,105 |
| MUTUAL FUNDS | AT COST | $159,268,954 | $188,671,885 |
| HARD ASSETS | AT COST | $1,456,984 | $1,395,831 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PATTERSON BELKNAP WEBB & TYLER LLP | CategoryTxt |
| Legal Fees | $734 | LegalFeesAmt |
| Net Investment Income | $367 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $367 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAMMATIC INVESTMENTS | Desc |
| BOY Book Value | $1,372,645 | BOYBookValueAmt |
| EOY Book Value | $1,564,190 | EOYBookValueAmt |
| EOYFMV | $1,564,190 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING | $538 | $269 | $269 |
| INSURANCE | $2,472 | $0 | $2,472 |
| FILING FEES | $1,500 | $0 | $1,500 |
| OFFICE | $10,595 | $5,298 | $5,297 |
| REPAIRS AND MAINTENANCE | $585 | $0 | $585 |
| RETURN OF FY 17 GRANT | -$100,000 | $0 | -$100,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $25,244 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25,244 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,244 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $235,000 | BOYBookValueAmt |
| EOY Book Value | $450,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TOCQUEVILLE SECURITIES LP | $273,503 | $273,503 | $0 |
| ROCKEFELLER & CO. | $238,575 | $238,575 | $0 |
| JP MORGAN | $292,395 | $292,395 | $0 |
| CREDIT SUISSE | $21,978 | $21,978 | $0 |
| CITIBANK | $3,788 | $3,788 | $0 |
| BESSEMER TRUST | $288,961 | $288,961 | $0 |
| NEW YORK PRI | $24,552 | $24,552 | $0 |
| OTHER PROFESSIONAL FEES | $456 | $0 | $456 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $1,069,967 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $78,598 | $78,598 | $0 |