LILY AUCHINCLOSS FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LILY AUCHINCLOSS FOUNDATION INC (EIN 13-3935995)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349102953
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T12:45:24-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133935995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LILY AUCHINCLOSS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LILY | BusinessNameControlTxt |
| Phone | 2127089216 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 EAST 79TH STREET NO 31 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDRA HERZAN | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 2127089216 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J VANDELOO | PreparerPersonNm |
| PTIN | P01458923 | PTIN |
| Phone | 6462135100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.205.45.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 12:45:16 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 41114BE78F9267D8857AD0643F4D09414A798F58 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5D9F48D552B520B2386016971BC58EBB7C5BCF28 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $61,192,409 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $977,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $977,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,704,795 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,696,222 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,704,795 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,393 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,683,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,682,445 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $109,737 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $109,737 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $74,582 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $74,582 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $38,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $379,866 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $284,900 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $94,966 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $114,185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,273 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $48,912 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $51,226 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $51,226 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,117 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,117 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $787,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $310,173 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $437,240 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,705,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,705,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,492,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $310,173 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,142,240 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $191,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,372,272 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,833,383 | CashBOYAmt |
| Cash EOY | $1,236,984 | CashEOYAmt |
| Cash EOYFMV | $1,236,984 | CashEOYFMVAmt |
| US Government Obligations BOY | $5,736,405 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,629,009 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,578,169 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $32,026,295 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,220,898 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,400,049 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,793,457 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,334,013 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,360,640 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,371,260 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,371,260 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,608,987 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,280 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $3,280 | LandBOYAmt |
| Land EOY | $3,280 | LandEOYAmt |
| Land EOYFMV | $3,280 | LandEOYFMVAmt |
| Other Assets BOY | $4,300 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,300 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,300 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,768,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,799,744 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,192,409 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $44,768,380 | CapitalStockBOYAmt |
| Capital Stock EOY | $44,799,744 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,768,380 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,799,744 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,768,380 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,799,744 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,768,380 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $191,425 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $44,959,805 | SubtotalAmt |
| Other Decreases | $160,061 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,799,744 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NB *33000 - AVAILABLE UPON REQUEST | P | $1,158,934 | $874,106 | $284,828 | $284,828 |
| NB *33000 - AVAILABLE UPON REQUEST | P | $8,508,499 | $6,096,776 | $2,411,723 | $2,411,723 |
| NB *02809 - AVAILABLE UPON REQUEST | P | $9,000 | $10,112 | -$1,112 | -$1,112 |
| NB *02808 - AVAILABLE UPON REQUEST | P | $1,936,248 | $1,951,242 | -$14,994 | -$14,994 |
| NB *02808 - AVAILABLE UPON REQUEST | P | $3,083,541 | $3,059,191 | $24,350 | $24,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,704,795 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,958,473 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $53,917,714 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054870 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,811,915 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $55,423,519 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050735 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,282,938 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $55,024,175 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041490 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,821,481 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $48,687,081 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057951 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,628,450 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $45,029,349 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058372 | DistributionYr5Rt |
| Total Distribution | 0.263418 | TotalDistributionRt |
| Average Distribution | 0.052684 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $58,029,840 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,057,244 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,723 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,090,967 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,142,240 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $33,723 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,723 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,723 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $91,106 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $121,106 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $87,383 | OverpaymentAmt |
| Applied To ES Tax | $87,383 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 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 |
| 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 | LILYAUCH.ORG | WebsiteAddressTxt |
| Individual With Books | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 6462135100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ALEXANDRA A HERZAN | |||||||||
| C/O L AUCHINCLOSS FDN INC 16 E 79 | ST 31 | NEW YORK | NY | 10021 | DIRECTOR, PRES & TREASURER | 0.00 | $0 | $0 | $0 |
| PAUL K HERZAN | |||||||||
| C/O L AUCHINCLOSS FDN INC 16 E 79 | ST 31 | NEW YORK | NY | 10021 | DIRECTOR & VP | 0.00 | $0 | $0 | $0 |
| LEE AUCHINCLOSS LINK | |||||||||
| C/O L AUCHINCLOSS FDN INC 16 E 79 | ST 31 | NEW YORK | NY | 10021 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JANET LEVOFF | |||||||||
| C/O L AUCHINCLOSS FDN INC 16 E 79 | ST 31 | NEW YORK | NY | 10021 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES GARA | |||||||||
| C/O L AUCHINCLOSS FDN INC 16 E 79 | ST 31 | NEW YORK | NY | 10021 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER BERMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICE FEES | ServiceTypeTxt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,187,196 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,598,109 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,128,238 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,913,543 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,913,543 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $883,703 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,029,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,901,492 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,901,492 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,723 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,723 | TotalTaxAmt |
| Distributable Before Adj | $2,867,769 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,867,769 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,867,769 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,142,240 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,142,240 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $33,723 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,108,517 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,867,769 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $426,589 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $470,747 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $90,317 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $297,479 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,285,132 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,142,240 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,867,769 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $274,471 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,559,603 | 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 | $426,589 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,133,014 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $470,747 | ExcessFromYear4Amt |
| Excess From Year2 | $90,317 | ExcessFromYear2Amt |
| Excess From Year1 | $297,479 | ExcessFromYear1Amt |
| Excess From Current Year | $274,471 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (151 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AIR GALLERY | ||||||||
| 155 PLYMOUTH ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| URBAN JUSTICE CENTER | ||||||||
| 40 RECTOR STREET 9TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| BRANDWORKERS | ||||||||
| PO BOX 1257 | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| APOLLO THEATER FOUNDATION | ||||||||
| 253 WEST 125 STREET | NEW YORK | NY | 10591 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| ST ANNS WAREHOUSE INC | ||||||||
| 55 WASHINGTON STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| ARCHITECTURAL LEAGUE OF NEW YORK | ||||||||
| 594 BROADWAY SUITE 607 | NEW YORK | NY | 10012 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| ASCNYC ALLIANCE FOR POSITIVE CHANGE | ||||||||
| 64 W 35TH STREET 3RD FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| MARY MITCHELL FAMILY AND YOUTH CENTER | ||||||||
| 725 FOX STREET APT 1B | BRONX | NY | 10455 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| NETWORK 2020 | ||||||||
| 25 WEST 39TH STREET | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| NY BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| BEHIND THE BOOK INC | ||||||||
| 216 WEST 135TH STREET | NEW YORK | NY | 10030 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| BRIDGE FUND OF NEW YORK INC | ||||||||
| 271 MADISON AVENUE SUITE 907 | NEW YORK | NY | 10016 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| ALI FORNEY CENTER | ||||||||
| 224 W 35TH STREET | BRONX | NY | 10001 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| BROADWAY MALL ASSOCIATION | ||||||||
| 2095 BROADWAY SUITE 403 | NEW YORK | NY | 10023 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| BROOKLYN ARTS COUNCIL (BAC) | ||||||||
| 20 JAY STREET SUITE 616 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| CHILDRENS MUSEUM OF THE ARTS | ||||||||
| 103 CHARLTON STREET | NEW YORK | NY | 10014 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| BROOKLYN HISTORICAL SOCIETY | ||||||||
| 128 PIERREPONT STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| CITY LIMITS | ||||||||
| 394 BROADWAY | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| BROOKLYN WORKFORCE INNOVATIONS | ||||||||
| 621 DEGRAW STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| CYPRESS HILL LOCAL DEVELOPMENT CORP | ||||||||
| 625 JAMAICA AVE | BROOKLYN | NY | 11208 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| CAAAV ORGANIZING ASIAN COMMUNITIES | ||||||||
| 55 HESTER STREET | NEW YORK | NY | 10002 | NONE | PC | GENERAL PURPOSE | $30,000 | |
| DYCKMAN FARMHOUSE MUSEUM ALLIANCE | ||||||||
| 4881 BROADWAY | NEW YORK | NY | 10034 | NONE | PC | GENERAL PURPOSE | $7,500 | |
| EDIBLE SCHOOLYARD NYC | ||||||||
| 20 JAY STREET SUITE M9 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| EXALT YOUTH | ||||||||
| 175 REMSEN STREET SUITE 1000 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| HARLEM SCHOOL OF THE ARTS | ||||||||
| 645 SAINT NICHOLAS AVE | NEW YORK | NY | 10030 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| HER JUSTICE INC | ||||||||
| 100 BROADWAY 10TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| CITIZENS COMMITTEE FOR NEW YORK CITY | ||||||||
| 77 WATER STREET SUITE 202 | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| LENOX HILL NEIGHBORHOOD HOUSE | ||||||||
| 331 E 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| CITIZENS COMMITTEE FOR CHILDREN OF NEW YORK INC | ||||||||
| 14 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $35,000 | |
| LGBT COMMUNITY CENTER | ||||||||
| 208 W 13TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| CITY GROWERS | ||||||||
| 63 FLUSHING AVE | BROOKLYN | NY | 11205 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| MEDICARE RIGHTS CENTER | ||||||||
| 266 W 37TH STREET | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| MHANY MANAGEMENT | ||||||||
| ONE METRO TECH CENTER NORTH 11TH | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $15,000 | FLOOR |
| CITYSCIENCE | ||||||||
| 68 JAY STREET SUITE 403 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| COMMUNITY FOOD ADVOCATES | ||||||||
| 110 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| COMMUNITY-WORD PROJECT | ||||||||
| 11 BROADWAY SUITE 508 | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| PHILHARMONIC - SYMPHONY SOCIETY OF NEW YORK INC | ||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| POLONG ISLAND CITYE ATHLETIC LEAGURE INC | ||||||||
| 34 EAST 12TH STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| CHECKPEDS INC | ||||||||
| 348 W 38TH STREET | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| EXPLORING THE METROPOLIS INC | ||||||||
| 205 LEXINGTON AVE | NEW YORK | NY | 10016 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| EDUCATION THROUGH MUSIC INC | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| EDUCATIONAL VIDEO CENTER | ||||||||
| 16 CLARKSON STREET 401 | NEW YORK | NY | 10014 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| QUEENS MUSEUM OF ART | ||||||||
| NYC BUILDING | QUEENS | NY | 11368 | NONE | PC | GENERAL PURPOSE | $30,000 | |
| EMPIRE DRAGON BOAT TEAM | ||||||||
| 1429 FIRST AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| ETHICAL CULTURE FIELDSTON SCHOOL | ||||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 10023 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| ELIZABETH CADY STANTON AND SUSAN B ANTHONY STATUE FUND INC | ||||||||
| PO BOX 150 | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| FLUSHING COUNCIL ON CULTURE AND THE ARTS | ||||||||
| 137-35 NORTHERN BOULEVARD | FLUSHING | NY | 11354 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| FORTUNE SOCIETY | ||||||||
| 29-76 NORTHERN BOULEVARD | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| FOUNDATION CENTER | ||||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $6,000 | |
| FOUNTAIN HOUSE | ||||||||
| 425 WEST 47TH STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL PURPOSE | $40,000 | |
| FRACTURED ATLASAMERICAN ABSTRACT ARTISTS | ||||||||
| 219 EAST 2ND STREET APT 2D | NEW YORK | NY | 10009 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| WASHINGTON SQUARE PARK CONSERVANCY | ||||||||
| PO BOX 1624 | NEW YORK | NY | 10027 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| FRIENDS OF VAN CORTLANDT PARK | ||||||||
| 80 VAN CORTLANDT PARK SOUTH STE E1 | BRONX | NY | 10463 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| FUND FOR THE CITY OF NEW YORKCENTER FOR COURT INNOVATION | ||||||||
| 520 8TH AVENUE 18TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| ART START | ||||||||
| 526 W 26 TH STREET SUITE 501 | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| GINA GIBNEY DANCE INC | ||||||||
| 280 BROADWAY | NEW YORK | NY | 10007 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| BOWERY RESIDENTS COMMITTEE INC | ||||||||
| 131 W 25TH STREET 12TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| GREEN CITY FORCE | ||||||||
| 630 FLUSHING AVENUE | BROOKLYN | NY | 11206 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| HARLEM CHAMBER PLAYERS INC | ||||||||
| 191 CLAREMONT AVENUE 25 | NEW YORK | NY | 10027 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| HARLEM STAGE (AARON DAVIS HALL) | ||||||||
| 150 CONVENT AVENUE | NEW YORK | NY | 10031 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| BRONX RIVER ALLIANCE INC | ||||||||
| ONE BRONX RIVER PARKWAY | BRONX | NY | 10462 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| BRONX WORKS | ||||||||
| 60 E TERMONT AVE | BRONX | NY | 10453 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| BROOKLYN BRIDGE CONSERVANCY INC | ||||||||
| 334 FURMAN STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| HUDSON GUILD | ||||||||
| 441 WEST 26TH STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| HUDSON RIVER COMMUNITY SAILING | ||||||||
| 207 12TH AVE | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| INDO-AMERICAN ARTS COUNCIL | ||||||||
| 517EAST 87TH ST 1B | NEW YORK | NY | 10128 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| CASES | ||||||||
| 151 LAWRENCE STREET 3RD FLOOR | BROOKLYN | NY | 11222 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| CENTER FOR BOOKS ARTS | ||||||||
| 28W 27TH STREET 3RD FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| LAMP | ||||||||
| 110 W 34TH STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| CENTER FOR FAMILY REPRESENTATION INC | ||||||||
| 40 WORTH STREET SUITE 605 | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| DIEU DONNE | ||||||||
| 63 FLUSHING AVE | BROOKLYN | NY | 11205 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| LEGAL INFORMATION FOR FAMILIES TODAY (LIFT) | ||||||||
| 32 COURT STREET SUITE 1208 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| EAST SIDE HOUSE | ||||||||
| 333 ALEXANDER AVE | BRONX | NY | 10454 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| LOWER EAST SIDE PRINTSHOP INC | ||||||||
| 306 W 37TH STREET 6TH FL | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| MARK MORRIS DANCE GROUP | ||||||||
| 3 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| FORT GREENE PARK CONVERVANCY | ||||||||
| 85 SOUTH OXFORD STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| FRIENDS OF HUDSON RIVER PARK | ||||||||
| 305 7TH AVE 12TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| MISS HALLS SCHOOL | ||||||||
| 492 HOLMES ROAD | PITTSFIELD | MA | 01201 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| HOLY APOSTLES SOUP KITCHEN | ||||||||
| 296 9TH AVE | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| MULTICULTURAL MUSIC GROUP INC | ||||||||
| 601 WALTON AVENUE | BRONX | NY | 10451 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| MUSEUM OF MODERN ART (MOMA) | ||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $260,600 | |
| HORTICULTURAL SOCIETY OF NEW YORK | ||||||||
| 148 W 37TH STREET 13TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| NATIONAL JAZZ MUSEUM IN HARLEM | ||||||||
| 58 WEST 129TH STREET | NEW YORK | NY | 10027 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| LAWYERS FOR CHILDREN | ||||||||
| 110 LAFAYETTE STREET 8TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| NEW HEIGHTS YOUTH | ||||||||
| 2472 BROADWAY PMB 112 | NEW YORK | NY | 10025 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| NEW YORK CITY AUDUBON SOCIETY INC | ||||||||
| 71 WEST 23RD STREET | NEW YORK | NY | 10010 | NONE | PC | GENERAL PURPOSE | $13,500 | |
| NEW YORK CITY TABLE TENNIS ACADEMY | ||||||||
| 94-31 60TH AVE 4D | ELMHURST | NY | 11373 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| NEW YORK CITY URBAN DEBATE LEAGUE | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $40,000 | |
| NEW YORK CLASSICAL THEATRE | ||||||||
| 64 FULTON STREET SUITE 1108 | NEW YORK | NY | 10038 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| NEW SETTLEMENT APT CRENULATED COMPANY LTD | ||||||||
| 1512 TOWNSEND AVE | BRONX | NY | 10452 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| NY LEGAL ASSISTANCE GROUP | ||||||||
| 7 HANOVER SQ 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| QUEENS COUNCIL ON THE ARTS | ||||||||
| 37-11 35TH AVE | ASTORIA | NY | 11101 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| SOCRATES SCULPTURE PARK | ||||||||
| PO BOX 6259 | LONG ISLAND CITY | NY | 11106 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| NEW YORK ROAD RUNNERS INC | ||||||||
| 106 W 116TH STREET | NEW YORK | NY | 10026 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| NEW YORK SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | ||||||||
| 161 WILLIAM ST APT 9 | NEW YORK | NY | 10038 | NONE | PC | GENERAL PURPOSE | $40,000 | |
| NEW YORK WOMENS FOUNDATION | ||||||||
| 215 PARK AVENUE SOUTH | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| SUNNYSIDE COMMUNITY SERVICES | ||||||||
| 13-31 39TH STREET | SUNNYSIDE | NY | 11104 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| HISPANIC FEDERATION | ||||||||
| 55 EXCHANGE PLACE 5TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| NYC H2O | ||||||||
| 49 W 45TH ST | NEW YORK | NY | 10009 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| TIGER STRIKES ASTEROID | ||||||||
| 20 SAINT JOHNES PLACE APT 2 | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| ONE STORY | ||||||||
| 232 3RD STREET APT A108 | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| OPENING ACT | ||||||||
| PO BOX 20178 | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| GUARDINAS OF THE FLUSHING BAY | ||||||||
| 1921 WALLACE STREET APT 1R | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| OSBORNE ASSOCIATION | ||||||||
| 809 WESTCHESTER AVENUE | BRONX | NY | 10455 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| MANHATTAN GRAPHICS CENTER | ||||||||
| 250 W 40TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| PLAYWRIGHTS REALM INC | ||||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $30,000 | |
| ADVOCATES FOR CHILDREN OF NY INC | ||||||||
| 151 W 30TH ST 5TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| PRINTED MATTER INC | ||||||||
| 231 11TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| PROJECT HOSPITALITY | ||||||||
| 100 PARK AVENUE | STATEN ISLAND | NY | 10302 | NONE | PC | GENERAL PURPOSE | $30,000 | |
| BRIC | ||||||||
| 647 FULTON STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| CENTER FOR URBAN PEDAGOGY INC | ||||||||
| 232 3RD STREET D201 | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| PUBLONG ISLAND CITY ART FUND INC | ||||||||
| 1 EAST 53RD STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL PURPOSE | $30,000 | |
| CITY LORE INC | ||||||||
| 56 E 1ST STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| GODDARD RIVERSIDE COMMUNITY CENTER | ||||||||
| 593 COLUMBUS AVE | NEW YORK | NY | 10024 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| QUEENS THEATRE IN THE PARK | ||||||||
| 14 UNITED NATIONS AVENUE SOUTH | QUEENS | NY | 11368 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| THEATRE OF THE OPPRESSED NYC | ||||||||
| 758 EIGHT AVE SUITE 300 | NEW YORK | NY | 10036 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| ETHELS FOUNDATION FOR THE ARTS | ||||||||
| 132 E 43RD STREET | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| MOUNT SINAI HEALTH SYSTEM | ||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| PUERTO RICAN FAMILY INSTITUTE | ||||||||
| 145 W 15TH STREET | NEW YORK | NY | 10924 | NONE | PC | GENERAL PURPOSE | $3,000 | |
| RIVERKEEPER | ||||||||
| 20 SECOR RD | OSSINING | NY | 10562 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| ROOM TO GROW | ||||||||
| 7 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| SANCTUARY FOR FAMILIES | ||||||||
| PO BOX 1406 | NEW YORK | NY | 10268 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| SEARCH AND CARE | ||||||||
| 1844 SECOND AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| SKOWHEGAN SCHOOL OF PAINTING & SCULPTURE | ||||||||
| 136 W 22ND STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| SMITHSONIANS COOPER-HEWITT NATIONAL DESIGN MUSEUM | ||||||||
| 2 EAST 91ST STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| ST JOHNS BREAD AND LIFE | ||||||||
| 795 LEXINGTON AVENUE | BROOKLYN | NY | 11221 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| STATEN ISLAND MUSEUM (STATEN ISLAND INSTITUTE OF ARTS & SCIENCES) | ||||||||
| 75 STUYVESANT PLACE | STATEN ISLAND | NY | 10301 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| HOT BREAD KITCHEN | ||||||||
| 1590 PARK AVE | NEW YORK | NY | 10029 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| HUDSON WATER TRAIL ASSOCIATION | ||||||||
| 251 CLEMONT AVE | BROOKLYN | NY | 11205 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| INTERNATIONAL PRINT CENTER NY | ||||||||
| 508 W 26TH STREET 5TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| MAKE MUSIC NY | ||||||||
| 33 FLATBUSH AVE 5TH FLOOR | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| MUSEUM OF CHINESE IN AMERICA | ||||||||
| 215 CENTER STREET | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| NYC CENTER | ||||||||
| 130 W 56TH STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| NY IMMIGRATION COALITION | ||||||||
| 131 W 33RD STREETT SUITE 610 | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| STUDIO IN A SCHOOL | ||||||||
| 75 WEST END AVENUE | NEW YORK | NY | 10023 | NONE | PC | GENERAL PURPOSE | $27,500 | |
| SUGAR HILL CHILDRENS MUSEUM OF ART & STORYTELLING | ||||||||
| 898 ST NICHOLAS AVENUE | NEW YORK | NY | 10032 | NONE | PC | GENERAL PURPOSE | $30,000 | |
| PABLOVE FOUNDATION INC | ||||||||
| 6607 WEST SUNSET BOULEVARD | LOS ANGELES | CA | 90028 | NONE | PC | GENERAL PURPOSE | $1,900 | |
| TRANSPORTATION ALTERNATIVES | ||||||||
| 111 JOHN STREET | NEW YORK | NY | 10038 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| PAWS NY | ||||||||
| 240 KENT AVE 3RD FLOOR | BROOKLYN | NY | 11249 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| SOCIETY OF THE THIRD STREET MMUSIC SCHOOL SETTLEMENT | ||||||||
| 235 E 11TH STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| UNION SETTLEMENT ASSOCIATION | ||||||||
| 237 EAST 104TH STREET | NEW YORK | NY | 10029 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| UNITED COMMUNITY CENTERS | ||||||||
| 613 NEW LOTS AVENUE | BROOKLYN | NY | 11207 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| URBANGLASS | ||||||||
| 647 FULTON STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| VERA INSTITUTE OF JUSTICE | ||||||||
| 540 ATLANTIC AVENUE 4TH FLOOR | BROOKLYN | NY | 11217 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| WAVE HILL | ||||||||
| 675 WEST 252 STREET | BRONX | NY | 10471 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| WEST SIDE CAMPAIGN AGAINST HUNGER | ||||||||
| 263 WEST 86TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| WEST SIDE COMMUNITY GARDEN | ||||||||
| 525 WEST END AVENUE 6H | NEW YORK | NY | 10024 | NONE | PC | GENERAL PURPOSE | $3,000 | |
| WILD BIRD FUND INC | ||||||||
| 565 COLUMBUS AVENUE | NEW YORK | NY | 10024 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| WYCKOFF HOUSE & ASSOCIATION INC | ||||||||
| 5816 CLARENDON ROAD | BROOKLYN | NY | 11203 | NONE | PC | GENERAL PURPOSE | $7,500 | |
| COALITION FOR QUEENS | ||||||||
| 47-10 AUSTELL PL | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL PURPOSE | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,705,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $977,650 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,393 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,704,795 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,683,838 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,683,838 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $38,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NEUBERGER BERMAN *02808 | BondNm |
| EOY Book Value | $2,334,013 | EOYBookValueAmt |
| EOYFMV | $2,360,640 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEUBERGER BERMAN *33000 | $28,256,553 | $42,790,255 |
| INT'L FLAVORS & FRAGRANCES | $404,783 | $1,678,710 |
| NEUBERGER BERMAN *02809 | $4,559,562 | $4,931,084 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,629,009 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,578,169 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEUBERGER BERMAN *33000 | AT COST | $2,260,288 | $2,472,666 |
| CERIFICATES OF DEPOSIT | AT COST | $110,972 | $136,321 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL SECURITY | Desc |
| BOY Book Value | $4,300 | BOYBookValueAmt |
| EOY Book Value | $4,300 | EOYBookValueAmt |
| EOYFMV | $4,300 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES / PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $160,061 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MESSENGER AND POSTAGE | $266 | $0 | $266 |
| COMPUTER SERVICES | $1,677 | $0 | $1,677 |
| TELEPHONE | $96 | $0 | $96 |
| MEMBERSHIP & SUBSCRIPTION | $5,486 | $0 | $5,486 |
| INSURANCE | $1,722 | $0 | $1,722 |
| BANK CHARGES | $3 | $0 | $3 |
| OFFICE SUPPLIES / EQUIPMENT | $2,721 | $0 | $2,721 |
| UTILITIES | $3,408 | $0 | $3,408 |
| EDUCATION | $887 | $0 | $887 |
| ADVERTISING | $194 | $0 | $194 |
| MISCELLANEOUS | $2,657 | $0 | $2,657 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEUBERGER BERMAN *02808 - INSURANCE PAYMENT REFUND | Desc |
| Revenue And Expenses Per Books | $1,393 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,393 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT SERVICES FEES NB *33000 | $345,879 | $259,410 | $86,469 |
| INVESTMENT SERVICES FEES NB *02809 | $8,057 | $6,042 | $2,015 |
| INVESTMENT SERVICES FEES NB *02808 | $25,930 | $19,448 | $6,482 |
| PROFESSIONAL FEES | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID - NB 33000 | $25,273 | $25,273 | $0 |
| PAYROLL TAXES | $48,912 | $0 | $48,912 |
| 2017 2ND QUARTER TAX ESTIMATED PAYMENT | $10,000 | $0 | $0 |
| 2017 3RD QUARTER TAX ESTIMATED PAYMENT | $15,000 | $0 | $0 |
| 2016 FEDERAL EXTENSION PAYMENT | $15,000 | $0 | $0 |