SCHERMAN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SCHERMAN FOUNDATION INC (EIN 13-6098464)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349103669
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T20:23:52-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 COMMERCE DRIVE SUITE 301 | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070163618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136098464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHERMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHE | BusinessNameControlTxt |
| Phone | 2128323086 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 EAST 52ND ST 601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100225306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL PRATT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128323086 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT BROWN | PreparerPersonNm |
| PTIN | P02104034 | PTIN |
| Phone | 9082726200 | PhoneNum |
| Preparation | 2025-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $139,123,141 | 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 |
| Interest On Sav Rev And Expnss | $82,961 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $82,961 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,309,384 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,308,424 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,097,666 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,210,669 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,057,768 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $829,718 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $822,054 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,319,729 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,271,207 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $334,718 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $83,680 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $251,038 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $519,387 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $34,722 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $484,665 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $295,762 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $41,488 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $254,274 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,032 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,032 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,580 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $43,580 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $331,266 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $172,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $159,266 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $34,725 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $32,779 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $264,233 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $73,680 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $116,713 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $16,371 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $100,342 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,179 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,478 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,701 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $764,847 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $668,497 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $90,509 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,735,442 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,124,695 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,411,407 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,720,617 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,720,617 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,456,059 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,124,695 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,132,024 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,863,670 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,146,512 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $300,523 | CashBOYAmt |
| Cash EOY | $1,247,882 | CashEOYAmt |
| Cash EOYFMV | $1,247,882 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,331,989 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,581,339 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,581,339 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,960,314 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,487,406 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,979,351 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $100,241,517 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $101,381,386 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $128,314,569 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $107,834,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,698,013 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $139,123,141 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $107,834,343 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $111,698,013 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $107,834,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $111,698,013 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $107,834,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $111,698,013 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $107,834,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,863,670 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $111,698,013 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $111,698,013 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ACCOLADE EMPOWERMENT FUND II | P | $85 | $85 | ||
| ACCOLADE PARTNERS GROWTH I, L.P. | P | $43,886 | $43,886 | ||
| ACCOLADE PARTNERS GROWTH II, L.P. | P | $18,929 | $18,929 | ||
| ACCOLADE PARTNERS V, L.P. | P | $334,471 | $334,471 | ||
| ACCOLADE PARTNERS VI, L.P. | P | $82,678 | $82,678 | ||
| ACCOLADE PARTNERS VII, L.P. | P | $15,877 | $15,877 | ||
| ACCOLADE PARTNERS VIII, L.P. | P | $7,474 | $7,474 | ||
| AETHER REAL ASSETS II, L.P. | P | -$11,848 | -$11,848 | ||
| ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD. | P | $431,492 | $431,492 | ||
| BENEFIT STREET PARTNERS SPECIAL SITUATIONS FUND (CAYMAN) L.P. | P | $55,545 | $55,545 | ||
| BOSTON COMMON ESG IMPACT INTERNATIONAL | P | $133,325 | $133,325 | $1,000,015 | $866,690 |
| CLEAN ENERGY FUND, LP | P | $637,788 | $637,788 | ||
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, L.P. | P | $173,349 | $173,349 | ||
| DOUBLELINE MORTGAGE OPPORTUNITIES MASTER FUND LP | P | -$457 | -$457 | ||
| ELLIOTT INTERNATIONAL LIMITED | P | $3,305,184 | $3,305,184 | $4,311,888 | $1,006,704 |
| GENERATION IM FUND PLC | P | $1,205,634 | $1,205,634 | ||
| GMO CLIMATE CHANGE FUND III | P | $105,969 | $105,969 | $1,000,000 | $894,031 |
| LL MORTGAGE FUND LP | P | $19,008 | $19,008 | ||
| LL PRIVATE LENDING FUND, LP | P | $1,222 | $1,222 | ||
| MAJ INVEST GLOBAL VALUE EQUITIES FUND LP | P | $1,303,263 | $1,303,263 | ||
| MERCED PARTNERS IV, L.P. | P | $9,059 | $9,059 | ||
| REDWOOD GROVE CAPITAL FUND, LP | P | $145,693 | $145,693 | ||
| RESPONSIFUND CORE EQUITY FUND | P | $843,950 | $843,950 | $7,110,616 | $6,266,666 |
| ROSE AFFORDABLE HOUSING PRESERVATION FUND IV REIT, L.P. | P | $270,001 | $270,001 | ||
| SALE OF PUBLICLY TRADED SECURITIES | $504,287 | $504,287 | $1,802,903 | $1,298,616 | |
| STEWART INVESTORS GLOBAL EM | P | -$51,273 | -$51,273 | ||
| TRUE GREEN CAPITAL LEVERAGED FEEDER FUND III, L.P | P | $16,652 | $16,652 | ||
| WELLINGTON CTF GLOBAL IMPACT PORTFOLIO | P | $165,760 | $165,760 | ||
| CAPITAL GAINS DIVIDENDS | P | $290,765 | $290,765 | $290,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,057,768 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $168,837 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $168,837 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $168,837 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $220,699 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $220,699 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $51,862 | OverpaymentAmt |
| Applied To ES Tax | $51,862 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | WWW.SCHERMAN.ORG | WebsiteAddressTxt |
| Individual With Books | CATHERINE PORTER | IndividualWithBooksNm |
| Phone | 2128323086 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 EAST 52ND ST STE 601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100225306 | 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 | Yes (1) | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| ALEXIS ANDERSON-REED | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RINI BANERJEE | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR, TREASURER | 2.00 | $0 | $0 | $0 |
| AMY BERGTOLD | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MIRIAM BUHL | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| STEVEN K CHOI | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RASU JILANI | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MILES S RAPOPORT | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARIANNA SCHAFFER | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR, CHAIR | 2.00 | $0 | $0 | $0 |
| DR PETER K SOLLINS | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR, SECRETARY | 2.00 | $0 | $0 | $0 |
| MITCHELL C PRATT | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | PRESIDENT & CEO | 40.00 | $334,718 | $88,747 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| GISELA ALVAREZ | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | PROGRAM DIRECTOR | 40.00 | $200,000 | $31,440 | $0 |
| CATHERINE PORTER | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR OF OPERATIO | 40.00 | $138,886 | $59,419 | $0 |
| NAICHE PARKER | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | PROG. OFFICER/RACIAL | 40.00 | $106,000 | $34,674 | $0 |
| SAMANTHA STERN | ||||||||
| 17 E 52ND ST STE 601 | NEW YORK | NY | 100225307 | GRANTS MANAGER & ADM | 40.00 | $74,500 | $29,059 | $0 |
| 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 |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT ADVISORY FEES | $172,000 |
| MARIGOLD STRATEGY | |||||
| 215 SOUTH CHURCH STREET | MOORESTOWN | NJ | 08057 | OPERATIONAL CONSULTANTS | $133,350 |
| 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 | $138,656,945 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,086,402 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $140,743,347 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $140,743,347 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,111,150 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $138,632,197 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,931,610 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,931,610 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $168,837 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $6,752 | IncomeTaxAmt |
| Total Tax | $175,589 | TotalTaxAmt |
| Distributable Before Adj | $6,756,021 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,756,021 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,756,021 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,132,024 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,132,024 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,756,021 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $948,598 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,296,450 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,245,048 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,132,024 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,756,021 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,376,003 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,621,051 | 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 | $4,621,051 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $948,598 | ExcessFromYear2Amt |
| Excess From Year1 | $2,296,450 | ExcessFromYear1Amt |
| Excess From Current Year | $1,376,003 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SAMI STERN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 E 52ND ST STE 601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128323086 | RecipientPhoneNum |
| Recipient Email Address | INFO@SCHERMAN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE SEE OUR GRANT GUIDELINES ON OUR WEBSITE - HTTPS://WWW.SCHERMAN.ORG/HOW-TO-APPLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | UNSOLICITED LOIS ACCEPTED FEBRUARY-APRIL AND REVIEWED THEREAFTER | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE SEE OUR GRANT GUIDELINES ON OUR WEBSITE - HTTPS://WWW.SCHERMAN.ORG/HOW-TO-APPLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (130 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350ORG | ||||||||
| PO BOX 843004 | BOSTON | MA | 022843004 | N/A | PC | PROGRAM/PROJECT SUPPORT | $15,000 | |
| ABRONS ARTS CENTERHENRY STREET SETTLEMENT | ||||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| AFRICAN COMMUNITIES TOGETHER | ||||||||
| 127 WEST 127TH STREET SUITE 221 | NEW YORK | NY | 10027 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| ALIGN | ||||||||
| 42 BROADWAY SUITE 2160 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| ARABELLA ADVISORS' WINDWARD FUND | ||||||||
| 1828 L ST NW STE 300-C | WASHINGTON | DC | 20036 | N/A | PC | PROGRAM/PROJECT SUPPORT | $200,000 | |
| ARABELLA ADVISORS' WINDWARD FUND | ||||||||
| 1828 L ST NW STE 300-C | WASHINGTON | DC | 20036 | N/A | PC | PROGRAM/PROJECT SUPPORT | $50,000 | |
| ASSOCIATION FOR NEIGHBORHOOD & HOUSING DEVELOPMENT (ANHD) | ||||||||
| 50 BROAD STREET STE 1402 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| ASSOCIATION FOR NEIGHBORHOOD & HOUSING DEVELOPMENT (ANHD) | ||||||||
| 50 BROAD STREET STE 1402 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $535 | |
| AUTISTIC ADULTS NYC INC | ||||||||
| 67 WEST ST STE 401 | BROOKLYN | NY | 11222 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| BOLD FUTURES (FORMERLY YOUNG WOMEN UNITED) | ||||||||
| 309 GOLD AVE SW | ALBUQUERQUE | NM | 87102 | N/A | PC | GENERAL OPERATING SUPPORT | $70,000 | |
| BRANDWORKERS | ||||||||
| PO BOX 1257 | LONG ISLAND CITY | NY | 11101 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| BRONX DOCUMENTARY CENTER | ||||||||
| 614 COURTLANDT AVE | BRONX | NY | 10451 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BROOKLYN ACADEMY OF MUSIC INC | ||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| BROOKLYN ACADEMY OF MUSIC INC | ||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| BROOKLYN ACADEMY OF MUSIC INC | ||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| BROOKLYN ARTS COUNCIL | ||||||||
| 20 JAY STREET SUITE 616 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPPORT | $70,000 | |
| BROOKLYN ARTS EXCHANGE INC (BAX) | ||||||||
| 421 FIFTH AVENUE | BROOKLYN | NY | 11215 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BVM CAPACITY BUILDING INSTITUTE | ||||||||
| 4751 BEST RD STE 200 | ATLANTA | GA | 30337 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| BVM CAPACITY BUILDING INSTITUTE | ||||||||
| 4751 BEST RD STE 200 | ATLANTA | GA | 30337 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| CALIFORNIA LATINAS FOR REPRODUCTIVE JUSTICE | ||||||||
| PO BOX 861766 | LOS ANGELES | CA | 90086 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CENTER FOR FAMILY LIFE IN SUNSET PARK | ||||||||
| 443 39TH STREET | BROOKLYN | NY | 11232 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | |
| CENTER FOR POPULAR DEMOCRACY | ||||||||
| 449 TROUTMAN ST SUITE A | BROOKLYN | NY | 11237 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CHESAPEAKE CLIMATE ACTION NETWORK | ||||||||
| PO BOX 11138 | TAKOMA PARK | MD | 20913 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| CITIZEN ACTION OF NEW YORK | ||||||||
| PO BOX 6360 | ALBANY | NY | 12206 | N/A | PC | GENERAL OPERATING SUPPORT | $240 | |
| CLASSICAL THEATRE OF HARLEM | ||||||||
| 1850 AMSTERDAM AVENUE | NEW YORK | NY | 10031 | N/A | PC | PROGRAM/PROJECT SUPPORT | $25,000 | |
| COMMUNITIES RESIST | ||||||||
| 434 SOUTH 5TH STREET | BROOKLYN | NY | 11211 | N/A | PC | PROGRAM/PROJECT SUPPORT | $60,000 | |
| COMMUNITY FUNDS INC (AKA NEW YORK COMMUNITY TRUST) | ||||||||
| 909 THIRD AVENUE 22ND FLOOR | NEW YORK | NY | 10022 | N/A | PC | PROGRAM/PROJECT SUPPORT | $50,000 | |
| CONCRETE TEMPLE THEATRE | ||||||||
| 211 E 14TH ST | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | |
| CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY (DBA BIODIVERSITY FUNDERS GROU | ||||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 94129 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| DEMOS | ||||||||
| 80 BROAD STREET 4TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| DIXON PLACE | ||||||||
| 161 CHRYSTIE STREET GROUND FLOOR | NEW YORK | NY | 10002 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | |
| DOCUMENTED | ||||||||
| PO BOX 924 | NEW YORK | NY | 10272 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | PROGRAM/PROJECT SUPPORT | $80,000 | |
| EARTHWORKS | ||||||||
| 1612 K ST NW SUITE 904 | WASHINGTON | DC | 20006 | N/A | PC | PROGRAM/PROJECT SUPPORT | $50,000 | |
| ELEVATOR REPAIR SERVICE THEATER INC | ||||||||
| 47 GREAT JONES STREET 3RD FLOOR | NEW YORK | NY | 10012 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| ENVIRONMENTAL ADVOCATES OF NEW YORK | ||||||||
| 353 HAMILTON STREET | ALBANY | NY | 12210 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ENVIRONMENTAL ADVOCATES OF NEW YORK | ||||||||
| 353 HAMILTON STREET | ALBANY | NY | 12210 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION (EGA) | ||||||||
| 475 RIVERSIDE DRIVE SUITE 960 | NEW YORK | NY | 10115 | N/A | PC | GENERAL OPERATING SUPPORT | $9,418 | |
| FLORIDA RISING (DBA NEW FLORIDA MAJORITY EDUCATION FUND INC) | ||||||||
| 10800 BISCAYNE BLVD STE 1050 | MIAMI | FL | 331617566 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| FLORIDA RISING (DBA NEW FLORIDA MAJORITY EDUCATION FUND INC) | ||||||||
| 10800 BISCAYNE BLVD STE 1050 | MIAMI | FL | 331617566 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FORGE PROJECT ASSOCIATION | ||||||||
| 708 NEW FORGE ROAD II | ANCRAM | NY | 12502 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| FRIENDS OF THE EARTH | ||||||||
| 1101 15TH ST NW 11TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | PROGRAM/PROJECT SUPPORT | $50,000 | |
| FUNDERS FOR REPRODUCTIVE EQUITY | ||||||||
| PO BOX 750 | ROCKVILLE | MD | 208480750 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| GRANTMAKERS IN THE ARTS | ||||||||
| 522 COURTLANDT AVENUE 1ST FLOOR | BRONX | NY | 10451 | N/A | PC | GENERAL OPERATING SUPPORT | $550 | |
| GREAT SMALL WORKS | ||||||||
| 315 WEST 86TH STREET 4E | NEW YORK | NY | 10024 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| HARTFORD RELIGIOUS SOCIETY OF FRIENDS | ||||||||
| 144 S QUAKER LAN | WEST HARTFORD | CT | 06119 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| HI-ARTS | ||||||||
| 215 EAST 99TH ST | NEW YORK | NY | 10029 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| HOUR CHILDREN | ||||||||
| 36-11 12TH ST | LONG ISLAND CITY | NY | 11106 | N/A | PC | GENERAL OPERATING SUPPORT | $100 | |
| IN OUR OWN VOICE NATIONAL BLACK WOMEN'S REPRODUCTIVE JUSTICE | ||||||||
| 601 13TH STREET SUITE 650N | WASHINGTON | DC | 20005 | N/A | PC | PROGRAM/PROJECT SUPPORT | $200,000 | |
| INDIGENOUS ENVIRONMENTAL NETWORK | ||||||||
| PO BOX 485 | BEMIDJI | MN | 56619 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| INTENTIONAL ENDOWMENTS NETWORK CO THE CRANE INSTITUTE OF SUSTAINABILITY INC | ||||||||
| 13 ELM ST | MANCHESTER | MA | 019441314 | N/A | PC | GENERAL OPERATING SUPPORT | $1,375 | |
| JEWS FOR RACIAL AND ECONOMIC JUSTICE COMMUNITY | ||||||||
| 1120 AVENUE OF THE AMERICAS 4TH | NEW YORK | NY | 10036 | N/A | PC | PROGRAM/PROJECT SUPPORT | $30,000 | FLOOR |
| KENTUCKY COALITION | ||||||||
| PO BOX 1450 | LONDON | KY | 40743 | N/A | PC | PROGRAM/PROJECT SUPPORT | $75,000 | |
| LA MAMA EXPERIMENTAL THEATRE CLUB INC | ||||||||
| 66 EAST 4TH STREET | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $150 | |
| LATINOJUSTICE PRLDEF | ||||||||
| 475 RIVERSIDE DRIVE SUITE 1901 | NEW YORK | NY | 10115 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| LAWYERS ALLIANCE OF NEW YORK | ||||||||
| 171 MADISON AVENUE 9TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | PROGRAM/PROJECT SUPPORT | $60,000 | |
| LONG ISLAND PROGRESSIVE COALITION | ||||||||
| 90 PENNSYLVANIA AVENUE | MASSAPEQUA | NY | 11758 | N/A | PC | GENERAL OPERATING SUPPORT | $70,000 | |
| LOUISIANA BUCKET BRIGADE | ||||||||
| 4731 CANAL STREET | NEW ORLEANS | LA | 70119 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| MAKE THE ROAD NEW YORK | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| MARBLE HILL NURSERY | ||||||||
| 5470 BROADWAY | BRONX | NY | 10463 | N/A | PC | GENERAL OPERATING SUPPORT | $3,333 | |
| MEDICAL STUDENTS FOR CHOICE | ||||||||
| PO BOX 20132 | PHILADELPHIA | PA | 19145 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| MICHIGAN VOICES | ||||||||
| 2727 2ND AVENUE SUITE 109 | DETROIT | MI | 48201 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MINKWON CENTER FOR COMMUNITY ACTION | ||||||||
| 13329 41ST AVE 202 | FLUSHING | NY | 11355 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| MINKWON CENTER FOR COMMUNITY ACTION | ||||||||
| 13329 41ST AVE 202 | FLUSHING | NY | 11355 | N/A | PC | GENERAL OPERATING SUPPORT | $1,036 | |
| MONTELLO FOUNDATION | ||||||||
| 195 CHRYSTIE STREET 809H | NEW YORK | NY | 10002 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | |
| MORNINGSIDE CENTER FOR TEACHING SOCIAL RESPONSIBILITY | ||||||||
| 475 RIVERSIDE DRIVE 550 | NEW YORK | NY | 10115 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | |
| MUSEUM HUE | ||||||||
| 495 FLATBUSH AVENUE | BROOKLYN | NY | 11225 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| NATIONAL ASIAN PACIFIC AMERICAN WOMEN'S FORUM | ||||||||
| PO BOX 13255 | CHICAGO | IL | 60613 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| NATIONAL BLACK THEATRE WORKSHOP INC | ||||||||
| 213 W 137TH STREET | NEW YORK | NY | 10030 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| NATIONAL PARTNERSHIP FOR NEW AMERICANS | ||||||||
| 1805 S ASHLAND AVE | CHICAGO | IL | 60608 | N/A | PC | PROGRAM/PROJECT SUPPORT | $125,000 | |
| NEIGHBORHOOD FUNDERS GROUP | ||||||||
| 548 MARKET STREET 96531 | SAN FRANCISCO | CA | 941045401 | N/A | PC | GENERAL OPERATING SUPPORT | $3,750 | |
| NEIGHBORHOOD FUNDERS GROUP | ||||||||
| 548 MARKET STREET 96531 | SAN FRANCISCO | CA | 941045401 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| NEO PHILANTHROPY | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| NEO PHILANTHROPY INC | ||||||||
| 1001 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10018 | N/A | PC | PROGRAM/PROJECT SUPPORT | $70,000 | FLOOR |
| NEO PHILANTHROPY INC | ||||||||
| 1001 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10018 | N/A | PC | PROGRAM/PROJECT SUPPORT | $5,000 | FLOOR |
| NEW SETTLEMENT APARTMENTS | ||||||||
| 1512 TOWNSEND AVENUE GROUND FLOOR | BRONX | NY | 10452 | N/A | PC | PROGRAM/PROJECT SUPPORT | $75,000 | |
| NEW VOICES FOR REPRODUCTIVE JUSTICE | ||||||||
| PO BOX 5256 | PITTSBURGH | PA | 15206 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NEW VOICES FOR REPRODUCTIVE JUSTICE | ||||||||
| PO BOX 5256 | PITTSBURGH | PA | 15206 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| NEW VOICES FOR REPRODUCTIVE JUSTICE | ||||||||
| PO BOX 5256 | PITTSBURGH | PA | 15206 | N/A | PC | GENERAL OPERATING SUPPORT | $70,000 | |
| NEW YORK CITY ENVIRONMENTAL JUSTICE ALLIANCE | ||||||||
| 462 36TH STREET SUITE 3F | BROOKLYN | NY | 11232 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| NEW YORK FOUNDATION | ||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | N/A | PF | YOUTH ORGANIZING & CULTURE CHANGE FUND | $150,000 | |
| NEW YORK FOUNDATION | ||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | N/A | PF | ENGAGE NEW YORK | $100,000 | |
| NEW YORK FOUNDATION | ||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | N/A | PF | NEIGHBORHOODS FIRST FUND | $150,000 | |
| NEW YORK LIVE ARTS INC | ||||||||
| 219 WEST 19TH STREET | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NEW YORKERS FOR CUTLURE AND ARTS | ||||||||
| 64 BLEECKER ST 120 | NEW YORK | NY | 10012 | N/A | PC | GENERAL OPERATING SUPPORT | $155 | |
| NORTH STAR FUND | ||||||||
| 520 EIGHTH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | N/A | PC | PROGRAM/PROJECT SUPPORT | $50,000 | |
| NORTH STAR FUND | ||||||||
| 520 EIGHTH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | N/A | PC | PROGRAM/PROJECT SUPPORT | $100,000 | |
| NORTH STAR FUND | ||||||||
| 520 EIGHTH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $100 | |
| NORTHWEST BRONX COMMUNITY AND CLERGY COALITION | ||||||||
| 103 EAST 196TH STREET | BRONX | NY | 10468 | N/A | PC | PROGRAM/PROJECT SUPPORT | $110,000 | |
| NYS TENANTS & NEIGHBORS | ||||||||
| 255 WEST 36TH STREET SUITE 505 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PAUL J AICHER FOUNDATION | ||||||||
| 430 NEW PARK AVENUE SUITE 102-1037 | HARTFORD | CT | 06106 | N/A | PF | EVERYDAY DEMOCRACY | $5,000 | |
| PENNSYLVANIA VOICE | ||||||||
| 123 S BROAD STREET STE 630 | PHILADELPHIA | PA | 19109 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PHILANTHROPY NEW YORK | ||||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $11,800 | |
| PLAYWRIGHTS HORIZONS | ||||||||
| 416 WEST 42ND STREET | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| POSSIBILITY LABS | ||||||||
| 1410 FRANKLIN STREET 135 | SAN FRANCISCO | CA | 94109 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| POWER (PHILADELPHIANS ORGANIZED TO WITNESS EMPOWER & REBUILD) | ||||||||
| 1415 N BROAD ST STE 223 | PHILADELPHIA | PA | 19122 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| POWER (PHILADELPHIANS ORGANIZED TO WITNESS EMPOWER & REBUILD) | ||||||||
| 1415 N BROAD ST STE 223 | PHILADELPHIA | PA | 19122 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PRATT INSTITUTE DBA PRATT CENTER FOR COMMUNITY DEVELOPMENT | ||||||||
| 200 WILLOUGHBY AVENUE | BROOKLYN | NY | 11205 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| PREGONES THEATER PUERTO RICAN TRAVELING THEATER | ||||||||
| 571-575 WALTON AVENUE | BRONX | NY | 10451 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| PROGEORGIA STATE TABLE INC | ||||||||
| 151 ELLIS ST NE FL 1 | ATLANTA | GA | 303032437 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| PUBLIC POLICY AND EDUCATION FUND OF NEW YORK | ||||||||
| 94 CENTRAL AVE | ALBANY | NY | 122063002 | N/A | PC | PROGRAM/PROJECT SUPPORT | $100,000 | |
| RED HOOK INITIATIVE | ||||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| RED HOOK INITIATIVE | ||||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | N/A | PC | GENERAL OPERATING SUPPORT | $134 | |
| RIVERSIDE LANGUAGE PROGRAM | ||||||||
| 270 W 89TH ST | NEW YORK | NY | 10024 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SISTERSONG WOMEN OF COLOR REPRODUCTIVE JUSTICE COLLECTIVE | ||||||||
| 1237 RALPH DAVID ABERNATHY BLVD SW | ATLANTA | GA | 30310 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| SOCIAL MOVEMENT TECHNOLOGIES FOUNDATION INC | ||||||||
| 12 BEACON HILL DRIVE | BLOOMFIELD | CT | 06002 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| STAND (FORMERLY FORESTETHICS) | ||||||||
| 548 MARKET ST STE 74196 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| STATE VOICES | ||||||||
| 1616 P STREET NW STE 220 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| STATE VOICES | ||||||||
| 1616 P STREET NW STE 220 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE ADVOCACY INSTITUTE | ||||||||
| 539 ATLANTIC AVENUE 170457 | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $100 | |
| THE ADVOCACY INSTITUTE | ||||||||
| 539 ATLANTIC AVENUE 170457 | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $57 | |
| THE ADVOCACY INSTITUTE | ||||||||
| 539 ATLANTIC AVENUE 170457 | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| THE BANG GROUP | ||||||||
| 131 PERRY STREET 1A | NEW YORK | NY | 10014 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | |
| THE BILLIE HOLIDAY THEATER | ||||||||
| 1406 FULTON STREET | BROOKLYN | NY | 11216 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE BRONX MUSEUM OF THE ARTS | ||||||||
| 1040 GRAND CONCOURSE | BRONX | NY | 10456 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE LAUNDROMAT PROJECT | ||||||||
| 1476 FULTON ST | BROOKLYN | NY | 11216 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| THE NATIONAL LATINA INSTITUTE FOR REPRODUCTIVE JUSTICE | ||||||||
| 125 MAIDEN LANE 9TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| THE NATIONAL LATINA INSTITUTE FOR REPRODUCTIVE JUSTICE | ||||||||
| 125 MAIDEN LANE 9TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $34 | |
| THE NEW YORK COMMUNITY TRUST | ||||||||
| 909 THIRD AVENUE 22ND FLOOR | NEW YORK | NY | 10022 | N/A | PC | PROGRAM/PROJECT SUPPORT | $100,000 | |
| THE NEW YORK IMMIGRATION COALITION | ||||||||
| 131 WEST 33RD ST STE 610 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| THE NEW YORK SHAKESPEARE FESTIVAL (DBA THE PUBLIC THEATER) | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE NEW YORK WOMEN'S FOUNDATION | ||||||||
| 39 BROADWAY 23RD FLOOR | NEW YORK | NY | 10006 | N/A | PC | PROGRAM/PROJECT SUPPORT | $40,000 | |
| THE PERFORMANCE ZONE INC DBA THE FIELD | ||||||||
| 228 PARK AVE S SUITE 97217 | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| THE POINT COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 940 GARRISON AVENUE | BRONX | NY | 10474 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| TIDES FOUNDATION | ||||||||
| 1014 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | N/A | PC | PROGRAM/PROJECT SUPPORT | $225,000 | |
| UNITED WAY OF NYC | ||||||||
| 205 EAST 42 STREET 12TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | PROGRAM/PROJECT SUPPORT | $200,000 | |
| URGE UNITE FOR REPRODUCTIVE & GENDER EQUITY (FKA CHOICE USA) | ||||||||
| 4315 50TH ST NW SUITE 800 | WASHINGTON | DC | 20016 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| VOICES OF COMMUNITY ACTIVISTS AND LEADERS | ||||||||
| 495 FLATBUSH AVENUE | BROOKLYN | NY | 11238 | N/A | PC | PROGRAM/PROJECT SUPPORT | $100,000 | |
| WEST VIRGINIA FREE | ||||||||
| PO BOX 11042 | CHARLESTON | WV | 25339 | N/A | PC | GENERAL OPERATING SUPPORT | $70,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,720,617 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL PEOPLE'S ACTION (PEOPLE'S ACTION INSTITUTE) | |||||||
| 1130 N MILWAUKEE AVE | CHICAGO | IL | 60642 | N/A | PC | PROGRAM/PROJECT SUPPORT | $100,000 |
| NEW YORK FOUNDATION | |||||||
| 151 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | N/A | PF | NEIGHBORHOODS FIRST FUND | $150,000 |
| PROGRESSIVE MULTIPLIER FUND | |||||||
| 1802 VERNON ST NW 1122 | WASHINGTON | DC | 20009 | N/A | PC | PROGRAM/PROJECT SUPPORT | $225,000 |
| THE NATIONAL LATINA INSTITUTE FOR REPRODUCTIVE JUSTICE | |||||||
| 126 MAIDEN LANE 9TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | PROGRAM/PROJECT SUPPORT | $200,000 |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 365 BROADWAY | BROOKLYN | NY | 11211 | N/A | PC | PROGRAM/PROJECT SUPPORT | $25,000 |
| UNITED WAY OF NYC | |||||||
| 205 EAST 42 STREET 12TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | PROGRAM/PROJECT SUPPORT | $10,000 |
| URBAN JUSTICE CENTER | |||||||
| 40 RECTOR STREET 9TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | GENERAL OPERATING SUPPORT | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $780,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,961 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $960 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,308,424 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $7,664 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $822,045 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $39,898 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,057,768 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY LITIGATION PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $48,522 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,271,207 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,319,729 | 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 |
|---|---|---|---|
| FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION | $30,150 | $0 | $29,150 |
| OTHER ACCOUNTING SERVICES | $14,430 | $0 | $14,430 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK FOUNDATION | ||||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | 2022-12-07 | $150,000 | ENGAGE NEW YORK | $150,000 | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAVE BEEN NO DIVERSIONS | 10/30/24, 9/16/25 | THE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE FOUNDATION HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY. |
| NEW YORK FOUNDATION | ||||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | 2024-12-04 | $100,000 | ENGAGE NEW YORK | $0 | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAVE BEEN NO DIVERSIONS | NOT YET DUE | THE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE FOUNDATION HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY. |
| NEW YORK FOUNDATION | ||||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | 2024-03-08 | $150,000 | YOUTH ORGANIZING & CULTURE CHANGE FUND | $75,000 | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAVE BEEN NO DIVERSIONS | 10/1/25 | THE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE FOUNDATION HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY. |
| NEW YORK FOUNDATION | ||||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | 2024-03-08 | $150,000 | NEIGHBORHOODS FIRST FUND | $150,000 | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAVE BEEN NO DIVERSIONS | 9/17/25 | THE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE FOUNDATION HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY. |
| PAUL J AICHER FOUNDATION | ||||||||||
| 430 NEW PARK AVENUE SUITE 102-1037 | HARTFORD | CT | 06106 | 2024-06-03 | $5,000 | EVERYDAY DEMOCRACY | $5,000 | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAVE BEEN NO DIVERSIONS | 10/2/25 | THE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE FOUNDATION HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (71 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1ST SOURCE CORP - SRCE - 850 SHRS | $38,930 | $49,623 |
| ACUITY BRANDS INC - AYI - 400 SHRS | $65,920 | $116,852 |
| AMPHASTAR PHARMACEUTICALS IN - AMPH - 2023 SHRS | $95,172 | $75,114 |
| APPLIED INDL TECHNOLOGIES INC - AIT - 575 SHRS | $90,003 | $137,695 |
| APTAR GROUP INC - ATR - 442 SHRS | $58,717 | $69,438 |
| ATKORE INC - ATKR - 570 SHRS | $85,016 | $47,566 |
| AXCELIS TECHNOLOGIES INC - ACLS - 987 SHRS | $98,405 | $68,962 |
| BADGER METER INC - BMI - 475 SHRS | $79,882 | $100,757 |
| BLOCK H R INC - HRB - 983 SHRS | $55,495 | $51,942 |
| CABLE ONE INC - CABO - 125 SHRS | $78,579 | $45,265 |
| CACTUS INC A - WHD - 2263 SHRS | $125,548 | $132,069 |
| CARTERS INC - CRI - 1071 SHRS | $76,187 | $58,038 |
| CATHAY GENERAL BANCORP - CATY - 1365 SHRS | $50,038 | $64,988 |
| CAVCO INDUSTRIAL INC - CVCO - 252 SHRS | $72,253 | $112,450 |
| CHEMED CORP - CHE - 273 SHRS | $144,011 | $144,635 |
| CHESAPEAKE UTILITIES CORP - CPK - 600 SHRS | $62,895 | $72,810 |
| CHOICE HOTELS INTL INC - CHH - 885 SHRS | $113,036 | $125,652 |
| COHEN STEERS INC - CNS - 1190 SHRS | $77,841 | $109,885 |
| COLUMBIA SPORTSWEAR CO - COLM - 1505 SHRS | $111,598 | $126,315 |
| COMMERCE BANCSHARES INC - CBSH - 1599.05 SHRS | $76,780 | $99,637 |
| CORCEPT THERAPEUTICS INC - CORT - 1817 SHRS | $60,342 | $91,559 |
| CORE LABORATORIES INC COM - CLB - 2405 SHRS | $54,173 | $41,630 |
| CORVEL CORP - CRVL - 1380 SHRS | $95,658 | $153,539 |
| CSG SYS INTL INC - CSGS - 1950 SHRS | $104,999 | $99,664 |
| CULLEN FROST BANKERS INC - CFR - 1231 SHRS | $134,425 | $165,262 |
| DOLBY LABORATORIES INC CL A - DLB - 1,189 SHRS | $86,920 | $92,861 |
| DONALDSON CO INC - DCI - 1,855 SHRS | $119,868 | $124,934 |
| DONNELLEY FINANCIAL SOLUTIONS INC - DFIN - 1564 SHRS | $85,565 | $98,110 |
| EVERCORE INC - EVR - 496 SHRS | $70,341 | $137,486 |
| EXLSERVICE HOLDINGS INC - EXLS - 3357 SHRS | $98,446 | $148,984 |
| FLOWERS FOODS INC COM - FLO - 4641 SHRS | $105,835 | $95,883 |
| FOUR CORNERS PROPERTY TRUST - FCPT - 2630 SHRS | $63,049 | $71,378 |
| FRANKLIN ELEC INC - FELE - 1235 SHRS | $122,266 | $120,351 |
| GLOBUS MED INC A - GMED - 1455 SHRS | $78,581 | $120,343 |
| GRAPHIC PACKAGING HLDG CO COM - GPK - 2557 SHRS | $75,474 | $69,448 |
| HAEMONETICS CORP MASS COM - HAE - 1836 SHRS | $158,512 | $143,355 |
| HALOZYME THERAPEUTICS INC - HALO - 1803 SHRS | $92,391 | $86,202 |
| HANOVER INS GROUP INC - THG - 725 SHRS | $78,638 | $112,128 |
| HELMERICH PAYNE INC - HP - 2980 SHRS | $124,738 | $95,420 |
| ICU MEDICAL INC - ICUI - 645 SHRS | $81,524 | $100,085 |
| IDACORP INC - IDA - 775 SHRS | $74,360 | $84,692 |
| INDEPENDENT BK CORP MASS - INDB - 1240 SHRS | $73,166 | $79,596 |
| INMODE LTD - INMD - 2815 SHRS | $54,808 | $47,010 |
| INSPERITY INC - NSP - 450 SHRS | $45,917 | $34,879 |
| INSTALLED BUILDING PRODUCTS - IBP - 334 SHRS | $64,309 | $58,533 |
| INTERDIGITAL INC - IDCC - 572 SHRS | $49,171 | $110,808 |
| INTERNATIONAL BANCSHARES CORP - IBOC - 2037 SHRS | $102,712 | $128,657 |
| LANCASTER COLONY CORP - LANC - 615 SHRS | $104,280 | $106,481 |
| LANDSTAR SYS INC - LSTR - 561 SHRS | $107,839 | $96,414 |
| LITTELFUSE INC - LFUS - 629 SHRS | $160,559 | $148,224 |
| MINERALS TECHNOLOGIES INC - MTX - 1240 SHRS | $77,370 | $94,500 |
| MSC INDL DIRECT CO INC CL A - MSM - 1266 SHRS | $125,921 | $94,557 |
| ONE GAS INC - OGS - 1166 SHRS | $84,725 | $80,745 |
| PLEXUS CORP - PLXS - 775 SHRS | $79,149 | $121,272 |
| POWER INTEGRATIONS INC - POWI - 1555 SHRS | $132,980 | $95,943 |
| PRESTIGE BRANDS HLDGS INC - PBH - 1687 SHRS | $123,805 | $131,738 |
| PROGRESS SOFTWARE CORP - PRGS - 2080 SHRS | $121,649 | $135,512 |
| QUALYS INC - QLYS - 1090 SHRS | $162,497 | $152,840 |
| SELECTIVE INS GROUP INC - SIGI - 1333 SHRS | $133,857 | $124,662 |
| SENSIENT TECHNOLOGIES CORP - SXT - 1065 SHRS | $66,174 | $75,892 |
| SHUTTERSTOCK INC - SSTK - 1140 SHRS | $47,919 | $34,599 |
| SILGAN HLDGS INC - SLGN - 2760 SHRS | $125,122 | $143,658 |
| SIMPLY GOOD FOODS COMPANY - SMPL - 3761 SHRS | $133,848 | $146,604 |
| STAG INDUSTRIAL INC - STAG - 3220 SHRS | $118,874 | $108,901 |
| TERADATA CORP - TDC - 3315 SHRS | $143,048 | $103,262 |
| U S PHYSICAL THERAPY INC - USPH - 1050 SHRS | $105,392 | $93,145 |
| UFP TECHNOLOGIES INC - UFPT - 225 SHRS | $56,191 | $55,015 |
| UMB FINL CORP - UMBF - 534 SHRS | $34,634 | $60,267 |
| UNITIL CORP - UTL - 800 SHRS | $39,391 | $43,352 |
| VALMONT INDS INC - VMI - 225 SHRS | $57,365 | $69,001 |
| WATTS WATER TECHNOLOGIES CL A - WTS - 690 SHRS | $132,323 | $140,277 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (33 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCOLADE EMPOWERMENT FUND II, LP | AT COST | $387,626 | $434,904 |
| ACCOLADE PARTNERS GROWTH I, L.P. | AT COST | $758,254 | $1,463,319 |
| ACCOLADE PARTNERS GROWTH II, L.P. | AT COST | $288,300 | $340,019 |
| ACCOLADE PARTNERS V, L.P. | AT COST | $969,493 | $2,233,770 |
| ACCOLADE PARTNERS VI, L.P. | AT COST | $745,848 | $1,688,439 |
| ACCOLADE PARTNERS VII, L.P. | AT COST | $844,072 | $1,453,858 |
| ACCOLADE PARTNERS VIII, L.P. | AT COST | $715,249 | $873,490 |
| AETHER REAL ASSETS II, L.P. | AT COST | $689,484 | $382,875 |
| ANCHORAGE CAPITAL PARTNERS OFFSHORE LTD | AT COST | $0 | $737,692 |
| BENEFIT STREET PARTNERS SPECIAL SITUATIONS FUND (CAYMAN) L.P. | AT COST | $0 | $558,399 |
| BOSTON COMMON ESG IMPACT INTERNATIONAL - 187,192.818 SHRS | AT COST | $5,437,733 | $5,761,795 |
| BROWN ADVISORY SUSTAINABLE GROWTH INSTIT - 106,057.191 SHRS | AT COST | $4,291,283 | $5,844,812 |
| CLEAN ENERGY FUND LP | AT COST | $6,735,150 | $7,097,811 |
| COATUE GROWTH V OFFSHORE FEEDER FUND LP | AT COST | $1,313,466 | $1,005,852 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, L.P. | AT COST | $8,081,318 | $7,958,070 |
| DOUBLELINE MORTGAGE OPPORTUNITIES | AT COST | $76,306 | $489,936 |
| ELLIOTT INTERNATIONAL LIMITED | AT COST | $0 | $2,282,600 |
| GENERATION IM FUND PLC | AT COST | $3,221,293 | $15,936,901 |
| GMO CLIMATE CHANGE FUND III - 177,901.689 SHRS | AT COST | $3,679,154 | $3,255,601 |
| IMPACT AMERICA FUND III, LP | AT COST | $69,070 | $66,425 |
| LL MORTGAGE FUND, L.P. | AT COST | $4,262,407 | $4,193,485 |
| LL PRIVATE LENDING FUND, L.P. | AT COST | $2,851,663 | $2,850,566 |
| MAJ INVEST GLOBAL VALUE EQUITIES FUND, LP | AT COST | $7,397,195 | $7,977,555 |
| MERCED PARTNERS IV, L.P. | AT COST | $46,705 | $86,028 |
| REDWOOD GROVE CAPITAL FUND, LP | AT COST | $6,193,588 | $6,270,768 |
| ROSE AFFORDABLE HOUSING PERSERVATION FUND IV REIT, L.P. | AT COST | $1,148,901 | $2,581,902 |
| ROSE AFFORDABLE HOUSING PERSERVATION FUND V REIT, L.P. | AT COST | $1,228,454 | $926,315 |
| STEWART INVESTORS GLOBAL EMERGING MARKETS SUSTAINABILITY LEADERS FUND | AT COST | $5,081,814 | $5,055,522 |
| THE CHILDREN'S INVESTMENT FUND | AT COST | $6,000,000 | $7,684,200 |
| TRUE GREEN CAPITAL LEVERAGED FEEDER FUND III, L.P | AT COST | $0 | $463,653 |
| VANGUARD FTSE SOCIAL INDEX FUND ADMIRAL - 101,383.734 SHRS | AT COST | $5,046,094 | $5,718,043 |
| VANGUARD INTERMEDIATE-TERM BOND INDEX ADMIRAL-1,477,625.98 SHARES | AT COST | $17,730,301 | $17,477,626 |
| WELLINGTON CTF GLOBAL IMPACT | AT COST | $6,091,165 | $7,162,338 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EMPLOYMENT LAW | $5,282 | $0 | $5,282 |
| GENERAL LEGAL COUNSEL | $1,750 | $0 | $1,750 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER AND WEBSITE | $38,165 | $5,353 | $32,812 |
| DUES AND PUBLICATIONS | $1,494 | $499 | $995 |
| EQUIPMENT RENTAL | $1,972 | $277 | $1,695 |
| FILING FEES | $1,500 | $0 | $1,500 |
| INSURANCE | $13,631 | $1,912 | $11,719 |
| OFFICE EXPENSE | $3,457 | $278 | $3,179 |
| OTHER EXPENSES | $38,609 | $0 | $38,609 |
| OTHER EXPENSES THRU SCHEDULE K-1'S | $665,132 | $659,291 | $0 |
| OTHER INVESTMENT EXPENSES | $887 | $887 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INCOME THRU SCHEDULE K-1'S | $713,687 | $706,023 | $713,687 |
| OTHER INVESTMENT INCOME | $116,022 | $116,022 | $116,022 |
| SECURITY LITIGATION PROCEEDS | $9 | $9 | $9 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OPERATIONAL CONSULTING | $133,350 | $0 | $133,350 |
| HUMAN RESOURCES CONSULTING | $21,250 | $0 | $21,250 |
| INVESTMENT ADVISORY | $172,000 | $172,000 | $0 |
| PERSONNEL SEARCH | $4,666 | $0 | $4,666 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $190,000 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $74,233 | $73,680 | $0 |