OVERBROOK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OVERBROOK FOUNDATION (EIN 13-6088860)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349104469
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T15:15:54-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 Hamilton Avenue 11th floor | AddressLine1Txt |
| City | White Plains | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | 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 | 136088860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OVERBROOK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OVER | BusinessNameControlTxt |
| Phone | 3322403033 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 THIRD AVENUE 35400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC WEINGARTNER | PersonNm |
| Person Title | PRES./CEO | PersonTitleTxt |
| Phone | 2126039996 | PhoneNum |
| Signature | 2025-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Preparation | 2025-11-14 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $217,509,522 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,559,105 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,564,755 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,903,128 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,760,758 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,865,862 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,592,035 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,578,593 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $22,870,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,852,024 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $900,125 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $183,419 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $716,706 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $567,381 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $38,499 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $528,882 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $551,146 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $72,212 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $436,254 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $33,970 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,307 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,266 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $57,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,813 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,812 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,557,873 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,101,715 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $456,158 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $285,958 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $285,958 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $292,720 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,325 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $47,515 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $7,127 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $261,781 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $39,267 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $264,166 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $81,955 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $98,616 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $182,295 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $180,126 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,820,344 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,787,642 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,724,986 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,392,614 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,273,495 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,212,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,787,642 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,998,481 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,657,240 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,064,382 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,012,178 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,437,059 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,437,059 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $229,992 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $48,153 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $48,153 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $108,158,592 | CorporateStockBOYAmt |
| Corporate Stock EOY | $101,739,567 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $101,739,567 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $89,475,977 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $98,362,014 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $98,362,014 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $463,711 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $428,208 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $81,712 | LandBOYAmt |
| Land EOY | $35,503 | LandEOYAmt |
| Land EOYFMV | $35,503 | LandEOYFMVAmt |
| Other Assets BOY | $537,308 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,887,226 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,887,226 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $201,495,759 | TotalAssetsBOYAmt |
| Total Assets EOY | $217,509,522 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $217,509,522 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $198,187 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $224,923 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,130,881 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,250,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,198,052 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,151,961 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,527,120 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,626,884 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $197,968,639 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $214,882,638 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $197,968,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $214,882,638 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $201,495,759 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $217,509,522 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $197,968,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,657,240 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,256,759 | OtherIncreasesAmt |
| Subtotal | $214,882,638 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $214,882,638 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2024-12-31 | $66,613,338 | $46,747,826 | $19,865,512 | $19,865,512 |
| PASS THROUGH FROM HEDGE FUNDS | P | 2024-12-31 | $387,889 | $387,889 | $387,889 | |
| PASS THROUGH FROM VENTURE CAPITAL FUNDS | P | 2024-12-31 | $109,804 | -$109,804 | -$109,804 | |
| PASS THROUGH FROM PIVATE EQUITY | P | 2024-12-31 | $759,515 | $759,515 | $759,515 | |
| CURRENCY GAINS | P | 2024-12-31 | $16 | $16 | $16 | |
| SUBJECT TO UBIT | P | 2024-12-31 | $37,266 | -$37,266 | -$37,266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,865,862 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $278,895 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $278,895 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $278,895 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,270 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $226,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $326,270 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $47,375 | OverpaymentAmt |
| Applied To ES Tax | $47,375 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OVERBROOK.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126039996 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 THIRD AVENUE 35400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | 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 (19 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 |
|---|---|---|---|---|---|---|---|---|---|
| ARTHUR ALTSCHUL JR | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | V-CHAIR/TREASURER | 1.00 | $0 | $0 | $0 |
| CHARLES ALTSCHUL | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | DIRECTOR (THRU FEB 2024) | 1.00 | $0 | $0 | $0 |
| EMILY ALTSCHUL-MILLER | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN ALTSCHUL | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALLA BROCKSMIT | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | DIRECTOR (BEG FEB 2024) | 1.00 | $0 | $0 | $0 |
| CAROLYN COLE | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JOYCE FENSTERSTOCK | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | CHAIR | 10.00 | $0 | $0 | $0 |
| JAMES GRAHAM | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | DIRECTOR (BEG FEB 2024) | 1.00 | $0 | $0 | $0 |
| JULIE GRAHAM | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | V-CHAIR/SECRETARY | 1.00 | $0 | $0 | $0 |
| KATHYRN C GRAHAM | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT GRAHAM JR | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | DIRECTOR EMERITUS | 1.00 | $0 | $0 | $0 |
| MICHAEL GRUNWALD | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| OLIVIA KOOYMAN | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT LABAREE | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HELEN LANG | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH LINDEMANN | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ISAIAH OROZCO | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC WEINGARTNER | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | PRESIDENT & CEO | 40.00 | $526,500 | $137,840 | $0 |
| NOAH LEFF | |||||||||
| C/O OVERBROOK FOUNDATION 622 THIRD | AVENUE SUITE 35400 | NEW YORK | NY | 10017 | CFAO | 40.00 | $373,625 | $125,656 | $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 |
|---|---|---|---|---|---|---|---|---|
| RISA KAUFMAN | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | DIRECTOR, HUMAN RIGH | 40.00 | $247,143 | $106,032 | $0 |
| NIKOLE NEILON | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | SENIOR GRANTS ADM MA | 40.00 | $137,740 | $88,697 | $0 |
| SARAH BARNABY | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | SR PROGRAM ASSOCIATE | 40.00 | $101,210 | $48,370 | $0 |
| COURTNEY DOBBS | ||||||||
| C/O ORGANIZATION 60 E 42ND ST | NEW YORK | NY | 10165 | PROGRAM ASSISTANT | 40.00 | $81,288 | $44,551 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OVERBROOK MANAGEMENT CORPORATION | |||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | INVESTMENT MANAGEMENT | $1,417,057 |
| JUSTCHANGE LLC | |||||
| 262 CENTRAL PARK WEST | NEW YORK | NY | 10024 | ENV GRANTMAKING ADVISORY | $436,810 |
| GREENHAVEN ASSOCIATES INC | |||||
| 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | INVESTMENT MANAGEMENT | $382,607 |
| NEPC LLC | |||||
| 255 STATE STREET | BOSTON | MA | 02109 | INVESTMENT CONSULTING | $122,227 |
| DSM CAPITAL PARTNERS | |||||
| 7111 FAIRWAY DRIVE | PALM BEACH GARDENS | FL | 33418 | INVESTMENT MANAGEMENT | $110,777 |
| 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 | $199,109,399 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,848,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,114,146 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $212,072,215 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $212,072,215 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,181,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $208,891,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,444,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,444,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $278,895 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $278,895 | TotalTaxAmt |
| Distributable Before Adj | $10,165,662 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,165,662 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,165,662 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,998,481 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,998,481 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,165,662 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,479,348 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,324,254 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,347,916 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $790,197 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,941,715 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,998,481 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,165,662 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $832,819 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,774,534 | 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 | $1,479,348 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,295,186 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,324,254 | ExcessFromYear4Amt |
| Excess From Year2 | $2,347,916 | ExcessFromYear2Amt |
| Excess From Year1 | $790,197 | ExcessFromYear1Amt |
| Excess From Current Year | $832,819 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (160 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A Better Balance | |||||||||||
| 250 West 55th Street 17th floor | New York | NY | 10019 | PC | General Operating Support | $1,285 | |||||
| Abortion Care Network | |||||||||||
| 1300 I Street NW Suite 400E | Washington | DC | 20005 | PC | Keep Our Clinics Campaign | $75,000 | |||||
| Air Alliance Houston | |||||||||||
| 2520 Caroline Street Suite 100 | Houston | TX | 77004 | PC | Improving Air Permits for Fenceline Neighborhoods in Houston, TX | $45,000 | |||||
| Alabama Forward | |||||||||||
| 3066 Zelda Rd PMB 231 | Montgomery | AL | 36106 | PC | General Operating Support | $75,000 | |||||
| Amazon Conservation Association | |||||||||||
| 1012 14th St NW 625 | Washington | DC | 20005 | PC | MAAP | $75,000 | |||||
| Amazon Conservation Team | |||||||||||
| 101 Park Washington Ct | Falls Church | VA | 22046 | PC | Safeguarding Forests of Isolated Tribes and Restoring Ecosystems | $35,000 | |||||
| Amazon Conservation Team | |||||||||||
| 101 Park Washington Ct | Falls Church | VA | 22046 | PC | To Protect Tropical Forests and Strengthen Traditional Culture | $1,055 | |||||
| American Ballet Theatre | |||||||||||
| 890 Broadway | New York | NY | 10003 | PC | General Operating Support | $7,500 | |||||
| American Foundation for Suicide Prevention | |||||||||||
| 199 Water Street 11th Floor | New York | NY | 10038 | PC | General Operating Support | $1,000 | |||||
| American Friends of The Ocean Cleanup Foundation | |||||||||||
| 228 East 45th Street Suite 9E | New York | NY | 10017 | PC | Ocean Program - Great Pacific Garbage Patch | $30,000 | |||||
| American Friends of The Ocean Cleanup Foundation | |||||||||||
| 228 East 45th Street Suite 9E | New York | NY | 10017 | PC | The Great Mangrove Cleanup: Kingston Harbor, Jamaica | $30,000 | |||||
| Amigos of Costa Rica Inc | |||||||||||
| PO Box 748 | West Chester | PA | 19381 | PC | Raising Coral Costa Rica | $30,000 | |||||
| Angels Helping Animals Worldwide Inc | |||||||||||
| 97 Munroe Avenue | Oak Bluffs | MA | 02557 | PC | General Operating Support | $5,000 | |||||
| Animal Outlook | |||||||||||
| PO Box 9773 | Washington | DC | 20016 | PC | General Operating Support | $20,000 | |||||
| As You Sow Foundation | |||||||||||
| 2020 Milvia St Suite 500 | Berkeley | CA | 94704 | PC | Shareholder Action on Ocean Plastics and Consumer Packaging | $75,000 | |||||
| Asia Society | |||||||||||
| 725 Park Avenue | New York | NY | 100215088 | PC | General Operating Support | $1,000 | |||||
| Asociacion de Comunidades Forestales de Peten - ACOFOP | |||||||||||
| NC | Mayan Biosphere Reserve in Guatemala. | $40,000 | Tercera Avenida Cuarta Calle | Santa Elena | GT | 17029 | |||||
| Avina Americas Inc | |||||||||||
| 1300 I Street NW PMB-500104 | Washington | DC | 20005 | PC | MapBiomas | $50,000 | |||||
| Barenboim-Said Foundation | |||||||||||
| 435 Riverside Drive Suite 122 | New York | NY | 10025 | PC | General Operating Support | $7,500 | |||||
| Big Reuse | |||||||||||
| 1 12th Street | Brooklyn | NY | 11215 | PC | Give Big for the Planet | $2,500 | |||||
| Billion Oyster Project | |||||||||||
| 10 South Street | New York | NY | 10004 | PC | Small Grants Program | $25,000 | |||||
| Billion Oyster Project | |||||||||||
| 10 South Street | New York | NY | 10004 | PC | General Operating Support | $100,000 | |||||
| Black Farmer Fund | |||||||||||
| 228 Park Avenue South | New York | NY | 10003 | PC | General Operating Support | $10,000 | |||||
| Boca West Childrens Foundation | |||||||||||
| PO Box 3070 | Boca Raton | FL | 33431 | PC | Diaper Drive | $500 | |||||
| Boca West Childrens Foundation | |||||||||||
| PO Box 3070 | Boca Raton | FL | 33431 | PC | General Operating Support | $12,500 | |||||
| Bold Futures NM | |||||||||||
| 4263 Montgomery Blvd NE Ste I-140 | Albuquerque | NM | 87109 | PC | General Operating Support | $75,000 | |||||
| Brennan Center for Justice | |||||||||||
| 120 Broadway Suite 1750 | New York | NY | 10271 | PC | Democracy Support for Ballot Access, Fair Districting, and Election Security | $100,000 | |||||
| Brick Presbyterian Church | |||||||||||
| 62 East 92nd Street | New York | NY | 10128 | PC | General Operating Support | $2,000 | |||||
| Center for Biological Diversity | |||||||||||
| PO Box 710 | Tucson | AZ | 857020710 | PC | Combatting Upstream Plastics / Defending Forests | $60,000 | |||||
| Chelsea Day School | |||||||||||
| 319 Fifth Ave 2nd Floor | New York | NY | 10016 | PC | General Operating Support | $5,000 | |||||
| Chicago Abortion Fund | |||||||||||
| 800 W Buena Ave | Chicago | IL | 60613 | PC | General Operating Support | $50,000 | |||||
| CHOICES Center for Reproductive Health | |||||||||||
| 1203 Poplar Avenue | Memphis | TN | 38104 | PC | General Operating Support | $75,000 | |||||
| COLOR | |||||||||||
| PO Box 40991 | Denver | CO | 80204 | PC | General Operating Support | $75,000 | |||||
| Coming Clean Inc | |||||||||||
| 28 Vernon St Suite 434 | Brattleboro | VT | 05301 | PC | Dollar Store Campaign | $60,000 | |||||
| Community Funds Inc | |||||||||||
| 909 Third Avenue | New York | NY | 10022 | PC | Funding of Donor Advised Funds | $1,669,590 | |||||
| Compassion in World Farming Inc | |||||||||||
| 211 East 43rd Street 7th floor | New York City | NY | 10017 | PC | Compassion in World Farming US General Operations | $20,000 | |||||
| Coral Reef Alliance | |||||||||||
| 548 Market Street Suite 29802 | San Francisco | CA | 94104 | PC | Scaling Solutions for Saving Coral in the Mesoamerican Reef through Effective Marine Protected Area (MPA) Management | $60,000 | |||||
| Council on Foreign Relations | |||||||||||
| 58 East 68th Street | New York | NY | 10021 | PC | General Operating Support | $1,000 | |||||
| Delta Institute | |||||||||||
| 35 E Wacker Ste 1760 | Chicago | IL | 60601 | PC | General Operating Support | $10,000 | |||||
| Earthworks | |||||||||||
| 1612 K Street NW Ste 904 | Washington | DC | 20006 | PC | General Operating Support | $40,000 | |||||
| Entertainment Community Fund | |||||||||||
| 729 Seventh Avenue 10th floor | New York | NY | 10019 | PC | General Operating Support | $750 | |||||
| Environment America Research and Policy Center Inc | |||||||||||
| 1543 Wazee Street Ste 410 | Denver | CO | 80202 | PC | Cleaner, Quieter Lawn Care: Moving America away from gas-powered lawn equipment | $200,000 | |||||
| Environmental Investigation Agency | |||||||||||
| PO BOX 53343 | Washington | DC | 20009 | PC | General Support | $70,000 | |||||
| Fairwinds Nantuckets Counseling Center | |||||||||||
| 20 Vesper Lane | Nantucket | MA | 02554 | PC | Dragonfly 2024 | $500 | |||||
| Farnsworth Art Museum | |||||||||||
| 16 Museum Street | Rockland | ME | 04841 | PC | For Purchase of Artwork | $5,000 | |||||
| Fauna & Flora International USA Inc | |||||||||||
| 1209 Orange Street | Wilmington | DE | 19801 | PC | Fauna & Flora's Marine Program | $20,000 | |||||
| Florida Rising Together Inc | |||||||||||
| 10800 Biscayne Blvd Suite 1050 | Miami | FL | 33161 | PC | Florida Rising Together | $75,000 | |||||
| Food Tank | |||||||||||
| 1915 Bank Street | Baltimore | MD | 21231 | PC | General Operating Support | $60,000 | |||||
| Free Election Fund a project of Hopewell Fund | |||||||||||
| 1828 L Street NW Ste 300-D | Washington | DC | 20036 | PC | General Operating Support | $100,000 | |||||
| Friends Seminary of New York | |||||||||||
| 222 East 16th Street | New York | NY | 10003 | PC | The Annual Fund | $20,000 | |||||
| Fund for Global Human Rights | |||||||||||
| 1301 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | Holistic Security and Protection for Activists in Mesoamerica | $50,000 | 500 | ||||
| FUNDACION MARVIVA | |||||||||||
| 548 Market St PMB 81178 | San Francisco | CA | 941045401 | PC | High Seas Conservation and Management in the Thermal Dome | $21,000 | |||||
| Galveston Reuse Governance Board | |||||||||||
| 72 Island Passage | Galveston | TX | 77554 | PC | General Operating Support | $60,000 | |||||
| GirlTrek | |||||||||||
| 1800 Wyoming Ave NW Floor 2 | Washington | DC | 20009 | PC | General Operating Support | $516 | |||||
| Global Alliance for Incinerator Alternatives - GAIA | |||||||||||
| 1958 University Avenue | Berkeley | CA | 94704 | PC | General Operating Support | $50,000 | |||||
| Greenpeace Fund Inc | |||||||||||
| 1300 Eye Street NW Suite 1100 East | Washington | DC | 20005 | PC | Oceans Campaign General Support | $15,000 | |||||
| GreenWave Organization Corp | |||||||||||
| 315 Front Street | New Haven | CT | 06513 | PC | General Operating Support | $100,000 | |||||
| Grist Magazine Inc | |||||||||||
| PO Box 12710 | Seattle | WA | 98111 | PC | General Operating Support | $50,000 | |||||
| Harvard Business School | |||||||||||
| PO Box 412275 | Boston | MA | 022412275 | PC | General Operating Support | $5,000 | |||||
| Hopewell Fund | |||||||||||
| PO Box 38068 | Baltimore | MD | 21297 | PC | Resources for Abortion Delivery | $25,000 | |||||
| IfWhenHow | |||||||||||
| 1714 Franklin Street 100-393 | Oakland | CA | 946123409 | PC | General Operating Support | $75,000 | |||||
| Immigrant Justice Corps | |||||||||||
| 17 Battery Pl Suite 1234 | New York | NY | 10004 | PC | General Operating Support | $500 | |||||
| International Community Foundation | |||||||||||
| 2505 N Avenue | National City | CA | 91950 | PC | Grupo Ecologico Sierra Gorda, I.A.P | $31,800 | |||||
| Ironbound Community Corporation | |||||||||||
| 317 Elm St | Newark | NJ | 07105 | PC | Environmental Justice for Ironbound Project | $40,000 | |||||
| Jocotoco Conservation Foundation | |||||||||||
| 2223 South Wentworth Avenue 202 | Chicago | IL | 60618 | PC | Using Technology to Prevent Deforestation in Ecuador | $50,000 | |||||
| Just The Pill | |||||||||||
| 2038 Ford Pkwy 444 | Saint Paul | MN | 55116 | PC | General Operating Support | $75,000 | |||||
| Lawyers' Committee for Civil Rights Under Law | |||||||||||
| 1500 K Street NW Suite 900 | Washington | DC | 20005 | PC | Voting Rights Project | $100,000 | |||||
| LegacyWorks Group | |||||||||||
| 521 Santa Barbara Street | Santa Barbara | CA | 93101 | PC | Marine Protection in Cabo del Este, B.C.S. | $50,000 | |||||
| Lincoln Center Theater | |||||||||||
| 150 West 65th Street | New York | NY | 10023 | PC | General Operating Support | $500 | |||||
| Louisiana Bucket Brigade | |||||||||||
| 3416 B Canal Street | New Orleans | LA | 70119 | PC | Opposing the Petrochemical Expansion in Louisiana | $50,000 | |||||
| Manhattan Theatre Club | |||||||||||
| 311 West 43rd Street 8th Floor | New York | NY | 10036 | PC | General Operating Support | $2,142 | |||||
| MarAlliance | |||||||||||
| 2000 Edwards Street Suite 100-B | Houston | TX | 94107 | PC | General Operating Support | $35,000 | |||||
| Marine Conservation Institute | |||||||||||
| 1914 N 34th Street Suite 409 | Seattle | WA | 981039090 | PC | Deep Sea Conservation Coalition | $50,000 | |||||
| Mercy For Animals | |||||||||||
| 1150 Hagerstown Court | Hagerstown | MD | 21740 | PC | General Operating Support | $50,000 | |||||
| Mesoamerican Initiative of WHRDs (IM-Defensoras) | |||||||||||
| NC | Strengthening Networks of Mesoamerican Women Human Rights Defenders | $50,000 | 720 Bathurst Street | Toronto | CA | M5S 2R4 | |||||
| Metropolitan Opera Association | |||||||||||
| Patron Program 30 Lincoln Center | New York | NY | 10023 | PC | General Operating Support | $1,294 | Plaza | ||||
| Mianus River Gorge Preserve Inc | |||||||||||
| 167 Mianus River Road | Bedford | NY | 10506 | PC | General Operating Support | $5,000 | |||||
| Michigan Voices | |||||||||||
| 2727 2nd Avenue Suite 109 | Detroit | MI | 48201 | PC | General Operating Support | $75,000 | |||||
| Missouri Rural Crisis Center | |||||||||||
| 1906 Monroe St | Columbia | MO | 65201 | PC | Factory Farm & State Policy Program | $15,000 | |||||
| Mongabay Org Corp | |||||||||||
| 1259 El Camino Real 150 | Menlo Park | CA | 94025 | PC | General Operating Support | $150,000 | |||||
| Murmuration Research Institute Inc | |||||||||||
| 44 Wall St Ste 1600 | New York | NY | 10005 | PC | General Operating Support and the GenZ Research Project | $20,000 | |||||
| National Asian Pacific American Women's Forum (NAPAWF) | |||||||||||
| PO Box 13255 | Chicago | IL | 60613 | PC | General Operating Support | $75,000 | |||||
| National Redistricting Foundation | |||||||||||
| 712 H Street NE 25 | Washington | DC | 20002 | PC | General Operating Support | $75,000 | |||||
| Natural Resources Defense Council | |||||||||||
| 40 West 20th Street | New York | NY | 10011 | PC | Fighting the Fossil Fuel Industrys Expansion of Plastics Production | $80,000 | |||||
| Neighbors Link | |||||||||||
| 27 Columbus Avenue | Mount Kisco | NY | 10549 | PC | General Operating Support | $500 | |||||
| NEO Philanthropy | |||||||||||
| 1001 Avenue of the Americas 12th | New York | NY | 10018 | PC | State Infrastructure Fund | $150,000 | Floor | ||||
| NEO Philanthropy | |||||||||||
| 1001 Avenue of the Americas 12th | New York | NY | 10018 | PC | Funders Committee for Civic Participation | $5,000 | Floor | ||||
| New Georgia Project Inc | |||||||||||
| 830 Glenwood Ave SE Ste 510-221 | Atlanta | GA | 30316 | PC | General Operating Support | $75,000 | |||||
| New Mexico Religious Coalition for Reproductive Choice | |||||||||||
| PO Box 66433 | Albuquerque | NM | 87193 | PC | General Operating Support | $50,000 | |||||
| New York Studio School | |||||||||||
| 8 West 8th Street | New York | NY | 10011 | PC | General Operating Support | $8,956 | |||||
| Oceana | |||||||||||
| 1025 Connecticut Ave NW Suite 200 | Washington | DC | 20036 | PC | Belize Oil and Gas Constitutional Reform Campaign | $60,000 | |||||
| One East 60th Street Historical Foundation | |||||||||||
| One East 60th Street | New York | NY | 10022 | PC | General Operating Support | $3,100 | |||||
| Osa Conservation | |||||||||||
| 1300 I St NW Ste 400E - 9996 | Washington | DC | 20005 | PC | Community-Driven Restoration in Costa Ricas Largest Mangrove Forest | $50,000 | |||||
| Perpetual Use Inc | |||||||||||
| 510 Columbia Dr | Tampa | FL | 33606 | PC | General Operating Support | $100,000 | |||||
| Perry Institute for Marine Science | |||||||||||
| 5356 Main Street Suite 2 PO Box 435 | Waitsfield | VT | 05673 | PC | Confronting the coral crisis in The Bahamas | $50,000 | |||||
| Philanthropic Ventures Foundation | |||||||||||
| 1222 Preservation Park Way | Oakland | CA | 94612 | PC | Toledo Institute of Development and Environment | $60,000 | |||||
| Philanthropy New York | |||||||||||
| 320 East 43rd Street | New York | NY | 10017 | PC | Annual Membership | $14,350 | |||||
| Plan C | |||||||||||
| 1413 K Street NW 4th Floor | Washington | DC | 20005 | PC | General Operating Support | $50,000 | |||||
| Plastic Solutions Fund | |||||||||||
| 6 West 48th Street 10th Floor | New York | NY | 10036 | PC | General Operating Support | $100,000 | |||||
| Pregnancy Justice | |||||||||||
| 575 8th Ave Fl 7 | New York | NY | 10018 | PC | General Operating Support | $75,000 | |||||
| Project Drawdown | |||||||||||
| 3450 Sacramento St 506 | San Francisco | CA | 94118 | PC | General Operating Support | $50,000 | |||||
| Proteus Fund Inc | |||||||||||
| PO Box 825467 | Philadelphia | PA | 191825467 | PC | Piper Fund | $75,000 | |||||
| Rainforest Action Network | |||||||||||
| 425 Bush Street Suite 300 | San Francisco | CA | 94108 | PC | General Operating Support | $50,000 | |||||
| Rainforest Alliance | |||||||||||
| 298 Fifth Ave 7th Floor | New York | NY | 10001 | PC | Maya Biosphere Reserve | $70,000 | |||||
| ReWild | |||||||||||
| PO Box 129 | Austin | TX | 78769 | PC | Fundacion Por el Mar (PEM) | $60,000 | |||||
| Reproductive Freedom Alliance | |||||||||||
| 1199 North Fairfax Street Suite 300 | Alexandria | VA | 22314 | PC | General Operating Support | $75,000 | |||||
| RiverArts | |||||||||||
| PO Box 60 | HastingsonHudson | NY | 10706 | PC | General Operating Support | $500 | |||||
| Roatan Marine Park International Inc | |||||||||||
| 8 The Green STE A | Dover | DE | 19901 | PC | Strengthening Coral Reef Conservation Efforts in the Bay Islands of Honduras | $30,000 | |||||
| Roundabout Theater Company | |||||||||||
| 231 West 39th Street Suite 1200 | New York | NY | 10018 | PC | General Operating Support | $1,000 | |||||
| Rural Arizona Engagement (RAZE) | |||||||||||
| 381 West Central Avenue | Coolidge | AZ | 85128 | PC | General Operating Support | $50,000 | |||||
| Seacology | |||||||||||
| 1623 Solano Ave | Berkeley | CA | 94707 | PC | Play for the Mangroves | $15,000 | |||||
| SECORE International Inc | |||||||||||
| 2103 Coral Way Suite 202 | Miami | FL | 33145 | PC | General Operating Support | $40,000 | |||||
| Solomon R Guggenheim Museum | |||||||||||
| 1071 Fifth Avenue | New York | NY | 101280173 | PC | General Operating Support | $10,000 | |||||
| St Bernard's School | |||||||||||
| 4 East 98th Street | New York | NY | 100296598 | PC | Annual Giving | $500 | |||||
| St Stephen's School Corporation | |||||||||||
| 1285 Avenue of the Americas38th | New York | NY | 10019 | PC | General Operating Support | $2,481 | Floor | ||||
| St Stephen's School Corporation | |||||||||||
| 1285 Avenue of the Americas38th | New York | NY | 10019 | PC | Capital Campaign | $23,071 | Floor | ||||
| Stand | |||||||||||
| 548 Market St Suite 74196 | San Francisco | CA | 94104 | PC | Mission-Based Support | $50,000 | |||||
| Tate Americas Foundation | |||||||||||
| 520 West 27th Street 404 | New York | NY | 10001 | PC | General Operating Support | $7,500 | |||||
| Temple Israel | |||||||||||
| 14 Coleytown Road | Westport | CT | 06880 | PC | General Operating Support | $5,000 | |||||
| Texas Civil Rights Project | |||||||||||
| 1405 Montopolis Dr | Austin | TX | 78741 | PC | Protecting and Expanding Voting Rights in Texas in 2024 | $75,000 | |||||
| Texas Environmental Justice Advocacy Services | |||||||||||
| 900 Wayside | Houston | TX | 77011 | PC | General Operating Support | $30,000 | |||||
| Texas Freedom Network Education Fund | |||||||||||
| PO Box 1624 | Austin | TX | 78767 | PC | Texas Rising: Building Our Power | $50,000 | |||||
| The 5 Gyres Institute | |||||||||||
| PO Box 5699 | Santa Monica | CA | 90409 | PC | General Operating Support | $30,000 | |||||
| The Accountability Board Inc | |||||||||||
| 401 Edgewater Place Suite 600 | Wakefield MA | MA | 01880 | PC | Accountability Board Shareholder Work | $25,000 | |||||
| The All We Can Save Project | |||||||||||
| 548 Market St PMB 81178 | San Francisco | CA | 941045401 | PC | Publicizing, "What If We Get It Right?" | $50,000 | |||||
| The Bay Foundation | |||||||||||
| 8117 W Manchester Ave 750 | Playa del Rey | CA | 902938211 | PC | Palos Verdes Kelp Restoration Project | $50,000 | |||||
| The Center for Family Justice Inc | |||||||||||
| 753 Fairfield Avenue | Bridgeport | CT | 06604 | PC | 27th Annual Speaking of Women | $1,900 | |||||
| The Food Project | |||||||||||
| 10 Lewis Street | Lincoln | MA | 01773 | PC | General Operating Support | $10,000 | |||||
| The Heartland Fund | |||||||||||
| 1828 L Street NW Suite 300-C | Washington | DC | 20036 | PC | Civic Engagement and Democracy | $100,000 | |||||
| The Helicon Foundation Inc | |||||||||||
| 8 Hilltop Drive | Cortland Manor | NY | 10567 | PC | General Operating Support | $1,000 | |||||
| The Humane League | |||||||||||
| PO Box 10476 | Rockville | MD | 20849 | PC | US Corporate Campaigns Program Funding | $60,000 | |||||
| The Jewish Museum | |||||||||||
| 1109 Fifth Avenue | New York | NY | 10128 | PC | General Operating Support | $2,500 | |||||
| The Lawyering Project | |||||||||||
| 41 Schermerhorn Street No 1056 | Brooklyn | NY | 11201 | PC | General Operating Support | $100,515 | |||||
| The Mayapple School | |||||||||||
| 404 Mt Tabor Rd | Blacksburg | VA | 24060 | PC | General Operating Support | $512 | |||||
| The Optimates Society | |||||||||||
| 34 Lynwood Place | New Haven | CT | 06511 | PC | General Operating Society | $500 | |||||
| The Story of Stuff Project | |||||||||||
| 1442 A Walnut Street 272 | Berkeley | CA | 94709 | PC | General Operating Support | $50,000 | |||||
| The Tides Foundation | |||||||||||
| PO Box 399389 | San Francisco | CA | 94129 | PC | Walk the Walk USA | $15,062 | |||||
| The Tides Foundation | |||||||||||
| PO Box 399389 | San Francisco | CA | 94129 | PC | Movement Voter Fund | $15,000 | |||||
| Tidewell Foundation | |||||||||||
| 3550 S Tamiami Trl | Sarasota | FL | 34239 | PC | General Operating Support | $100 | |||||
| Trevor Day School | |||||||||||
| 1 West 88th Street | New York | NY | 10024 | PC | General Operating Support | $10,000 | |||||
| Trusted Elections Fund | |||||||||||
| 1828 L Street NW Suite 300-A | Washington | DC | 20036 | PC | General Operating Support | $50,000 | |||||
| University of Wisconsin | |||||||||||
| 1308 W Dayton Street | Madison | WI | 53715 | PC | Vice Chancellor for Student Affairs Annual Fund | $2,500 | |||||
| UPROSE | |||||||||||
| 462 36th Street Suite 3A | Brooklyn | NY | 11232 | PC | General Operating Support | $75,000 | |||||
| URGE | |||||||||||
| 1012 14th Street NW Suite 305 | Washington | DC | 20005 | PC | Voter Engagement Program | $50,000 | |||||
| Urgent Action Fund of Latin America for Women's Human Rights | |||||||||||
| NC | Sustaining and strengthening feminist, women's and LGBTIQ+ movements in Latin America | $50,000 | Diagonal 59 22-55 | Bogota | CO | 111311 | |||||
| Vot-ER A Healthier Democracy | |||||||||||
| 68 Harrison Ave Ste 605 PMB 487592 | Boston | MA | 021111929 | PC | General Operating Support | $75,000 | |||||
| Voter Formation Project | |||||||||||
| 712 H St NE PMB 41 | Washington | DC | 20002 | PC | General Operating Support | $75,000 | |||||
| Voter Formation Project | |||||||||||
| 712 H St NE PMB 41 | Washington | DC | 20002 | PC | General Operating Support | $4,000 | |||||
| Voting Rights Lab | |||||||||||
| 611 Pennsylvania Ave SE Ste 201 | Washington | DC | 20003 | PC | General Operating Support | $100,000 | |||||
| Voto Latino Foundation Inc | |||||||||||
| PO Box 35608 | Washington | DC | 20033 | PC | General Operating Support | $75,000 | |||||
| We are Down Home | |||||||||||
| PO Box 10671 | Greensboro | NC | 27404 | PC | General Operating Support | $75,000 | |||||
| West Alabama Womens Center | |||||||||||
| 535 Jack Warner Pkwy Suite I | Tuscaloosa | AL | 35404 | PC | General Operating Support | $516 | |||||
| WildAid Inc | |||||||||||
| 220 Montgomery Street Suite 1200 | San Francisco | CA | 94104 | PC | WildAid Marine Program | $21,000 | |||||
| WILDCOAST | |||||||||||
| 2010 Jimmy Durante Blvd Ste 230 | Del Mar | CA | 92014 | PC | Natural Climate Solutions and Rewilding Coastal and Ocean Landscapes in Oaxaca, Mexico | $50,000 | |||||
| Wildlife Conservation Network | |||||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | PC | Elephant Crisis Fund | $20,000 | |||||
| Wildlife Conservation Network | |||||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | PC | Fundacin Proyecto Tit | $50,000 | |||||
| Wildlife Conservation Society (WCS) | |||||||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | PC | Protecting Mesoamericas Forests and People through Community-based Conservation | $100,000 | |||||
| Wildlife Conservation Society (WCS) | |||||||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | PC | Health Initiatives in Paso Caballo, Guatemala | $15,000 | |||||
| WINGS | |||||||||||
| PO Box 1043 | Pueblo | CO | 81002 | PC | General Operating Support | $50,000 | |||||
| Ya'axch Conservation Trust | |||||||||||
| NC | Bladen Nature Reserve and Maya Mountain North Forest Reserve, Belize | $50,000 | PO Box 177 Ogaldez St | Punta Gorda Town | BH | 00000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,273,495 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alabama Forward | ||||||
| 3066 Zelda Rd PMB 231 | Montgomery | AL | 36106 | PC | General Operating Support | $75,000 |
| Amazon Conservation Association | ||||||
| 1012 14th St NW 625 | Washington | DC | 20005 | PC | MAAP | $75,000 |
| Amazon Conservation Team | ||||||
| 101 Park Washington Ct | Falls Church | VA | 22046 | PC | Safeguarding Forests of Isolated Tribes and Restoring Ecosystems | $35,000 |
| Bold Futures NM | ||||||
| 4263 Montgomery Blvd NE Ste I-140 | Albuquerque | NM | 87109 | PC | General Operating Support | $75,000 |
| Brennan Center for Justice | ||||||
| 120 Broadway Suite 1750 | New York | NY | 10271 | PC | Democracy Support for Ballot Access, Fair Districting, and Election Security | $100,000 |
| Center for Biological Diversity | ||||||
| PO Box 710 | Tucson | AZ | 857020710 | PC | Combatting Upstream Plastics / Defending Forests | $60,000 |
| Coming Clean Inc | ||||||
| 28 Vernon St Suite 434 | Brattleboro | VT | 05301 | PC | Dollar Store Campaign | $60,000 |
| Earthworks | ||||||
| 1612 K Street NW Ste 904 | Washington | DC | 20006 | PC | General Operating Support | $40,000 |
| Environmental Investigation Agency | ||||||
| PO BOX 53343 | Washington | DC | 20009 | PC | General Support | $70,000 |
| Lawyers' Committee for Civil Rights Under Law | ||||||
| 1500 K Street NW Suite 900 | Washington | DC | 20005 | PC | Voting Rights Project | $100,000 |
| New Mexico Religious Coalition for Reproductive Choice | ||||||
| PO Box 66433 | Albuquerque | NM | 87193 | PC | General Operating Support | $50,000 |
| Osa Conservation | ||||||
| 1300 I St NW Ste 400E - 9996 | Washington | DC | 20005 | PC | Community-Driven Restoration in Costa Ricas Largest Mangrove Forest | $50,000 |
| Perry Institute for Marine Science | ||||||
| 5356 Main Street Suite 2 PO Box 435 | Waitsfield | VT | 05673 | PC | Confronting the coral crisis in The Bahamas | $50,000 |
| Rainforest Alliance | ||||||
| 298 Fifth Ave 7th Floor | New York | NY | 10001 | PC | Maya Biosphere Reserve | $70,000 |
| SECORE International Inc | ||||||
| 2103 Coral Way Suite 202 | Miami | FL | 33145 | PC | General Operating Support | $40,000 |
| The Lawyering Project | ||||||
| 41 Schermerhorn Street No 1056 | Brooklyn | NY | 11201 | PC | General Operating Support | $100,000 |
| The Story of Stuff Project | ||||||
| 1442 A Walnut Street 272 | Berkeley | CA | 94709 | PC | General Operating Support | $50,000 |
| Wildlife Conservation Network | ||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | PC | Fundacin Proyecto Tit | $50,000 |
| Wildlife Conservation Society (WCS) | ||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | PC | Protecting Mesoamericas Forests and People through Community-based Conservation | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,250,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,559,105 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,599 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $37,266 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,865,862 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | 523000 | -$13,442 | 14 | -$1,564,811 |
| OIL & GAS ROYALTIES | 15 | -$15,381 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $23,824 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,846,374 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,870,198 | 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 |
|---|---|---|---|
| OWEN FLANAGAN CPA'S - AUDIT AND TAX PREPARATION | $43,000 | $21,500 | $19,500 |
| SONAS ACCOUNTING SOLUTIONS INC. | $14,625 | $7,313 | $7,312 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2014-12-31 | $88,414 | $74,378 | 200DB | 7.000000000000 | $8,420 | $0 |
| LEASEHOLD IMPROVEMENTS | 2015-03-01 | $118,420 | $99,622 | 200DB | $11,278 | $0 | |
| FURNITURE & FIXTURES | 2015-06-30 | $88,383 | $74,358 | SL | 7.000000000000 | $8,418 | $0 |
| LEASEHOLD IMPROVEMENTS | 2015-03-01 | $92,118 | $77,497 | 200DB | $8,773 | $0 | |
| CONF ROOM WINDOWS | 2016-09-01 | $11,320 | $10,062 | SL | 5.000000000000 | $1,258 | $0 |
| AV EQUIPMENT | 2019-01-01 | $63,751 | $44,776 | SL | 7.000000000000 | $9,107 | $0 |
| COMPUTER HARDWARE | 2024-01-01 | $1,305 | 200DB | 5.000000000000 | $261 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| Asociacion de Comunidades Forestales de Peten - ACOFOP | |||||||||
| Tercera avenida cuarta calle zona 2 | Santa Elena | GT | 17029 | 2024-06-01 | $40,000 | Mayan Biosphere Reserve, Guatemala | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in complian | No independent verification is required at this time |
| Ya'axch Conservation Trust | |||||||||
| PO Box 177 | Punta Gorda | BH | 2024-03-01 | $50,000 | Bladen Nature Reserve, Belize | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in complian | No independent verification is required at this time | |
| Mesoamerican Initiative of WHRDs | |||||||||
| 123 Slater Street | Ottawa | CA | K1P5H2 | 2024-06-01 | $50,000 | Strengthening Networks of Mesoamerican Women Human Rights Defenders for Feminist Holistic Protection | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in complian | No independent verification is required at this time |
| Urgent Action Fund of Latin America for Women's Health Rights | |||||||||
| Carrera 27A No 40a-68 | Bogota | CO | 2024-11-01 | $50,000 | Sustaining and strengthening feminist, women's and LBTIQ+ movements in Latin America. | To the knowledge of the Foundation, no funds have been diverted | Calls for final narrative/fin'l reports. Grantee in complian | No independent verification is required at this time | |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $217,171 | $217,171 |
| ADOBE INC | $231,234 | $231,234 |
| ADVANCED MICRO DEVICES | $1,557,466 | $1,557,466 |
| ALPHABET INC CL A | $1,101,726 | $1,101,726 |
| ALPHABET INC CL C | $2,956,962 | $2,956,962 |
| AMAZON.COM INC | $5,177,823 | $5,177,823 |
| APOLLO GLOBAL MANAGEMENT INC | $1,459,849 | $1,459,849 |
| APPLE INC | $3,506,381 | $3,506,381 |
| ARES MANAGEMENT CORP | $3,062,796 | $3,062,796 |
| ARISTA NETWORKS INC | $1,386,046 | $1,386,046 |
| ARROW ELECTRONICS INC | $735,280 | $735,280 |
| AUTODESK INC | $410,842 | $410,842 |
| AVNET INC | $591,216 | $591,216 |
| BERKSHIRE HATHAWAY INC CL B | $403,419 | $403,419 |
| BOOKING HOLDINGS INC | $993,684 | $993,684 |
| BROADCOM INC | $2,391,198 | $2,391,198 |
| BROWN ADVISORY SUSTAINABLE GROWTH FD INST SHS | $13,377,825 | $13,377,825 |
| CADENCE DESIGN SYSTEMS INC | $217,833 | $217,833 |
| CHIPOTLE MEXICAN GRILL INC | $1,011,713 | $1,011,713 |
| CITIGROUP INC | $3,695,475 | $3,695,475 |
| CRH PLC | $934,452 | $934,452 |
| CROWDSTRIKE HOLDINGS INC CL A | $836,923 | $836,923 |
| DR HORTON INC | $4,134,757 | $4,134,757 |
| DYNATRACE INC | $366,863 | $366,863 |
| ELI LILLY & CO | $1,344,052 | $1,344,052 |
| FISERV INC | $512,523 | $512,523 |
| FORTINET INC | $589,083 | $589,083 |
| GE VERNOVA INC | $111,836 | $111,836 |
| GENERAL MOTORS CO | $3,995,250 | $3,995,250 |
| GENPACT LTD | $42,950 | $42,950 |
| GRIFFIN MINING LIMITED | $815,140 | $815,140 |
| HEALTHEQUITY INC | $1,097,668 | $1,097,668 |
| HOWMET AEROSPACE INC | $214,912 | $214,912 |
| ICICI BANK LTD | $1,289,564 | $1,289,564 |
| INTUIT INC | $2,261,343 | $2,261,343 |
| JPMORGAN CHASE & CO | $415,897 | $415,897 |
| LEAR CORP | $596,610 | $596,610 |
| LENNAR CORP CL A | $3,341,065 | $3,341,065 |
| MASTERCARD INC CL A | $268,551 | $268,551 |
| MERITAGE HOMES CORP | $153,820 | $153,820 |
| META PLATFORMS INC CL A | $3,373,709 | $3,373,709 |
| MICROSOFT CORP | $5,526,708 | $5,526,708 |
| MOLINA HEALTHCARE INC | $319,282 | $319,282 |
| MSCI INC | $1,644,627 | $1,644,627 |
| NEUROCRINE BIOSCIENCES INC | $318,045 | $318,045 |
| NOV INC | $219,000 | $219,000 |
| NOVO NORDISK A/S ADR | $437,842 | $437,842 |
| NVIDIA CORPORATION | $5,566,858 | $5,566,858 |
| O'REILLY AUTOMOTIVE INC | $1,406,359 | $1,406,359 |
| OSHKOSH CORP | $855,630 | $855,630 |
| PULTEGROUP INC | $1,089,000 | $1,089,000 |
| SERVICENOW INC | $615,930 | $615,930 |
| SYNOPSYS INC | $150,462 | $150,462 |
| T-MOBILE US INC | $2,556,936 | $2,556,936 |
| TAIWAN SEMICONDUCTOR ADR | $1,595,917 | $1,595,917 |
| TEREX CORP | $415,980 | $415,980 |
| TOLL BROTHERS INC | $2,519,000 | $2,519,000 |
| UBER TECHNOLOGIES INC | $837,121 | $837,121 |
| UNITEDHEALTH GROUP INC | $1,335,470 | $1,335,470 |
| VALLOUREC SA | $510,087 | $510,087 |
| VISA INC CL A | $2,636,406 | $2,636,406 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (45 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AG CS HOLDINGS FUND II, LP | FMV | $2,548,331 | $2,548,331 |
| AG CS HOLDINGS FUND III, LP | FMV | $5,571 | $5,571 |
| BEE PARTNERS IV, LP | FMV | $517,185 | $517,185 |
| BGT INVESTOR III, LLC | FMV | $787,533 | $787,533 |
| BLUE OWL OPPORTUNISTIC LENDING FUND (OFFSHORE), LP | FMV | $4,788,233 | $4,788,233 |
| CAPITAL PARTNERS VI PARALLEL, LP | FMV | $18,453 | $18,453 |
| CLOSED LOOP LEADERSHIP FUND, LP | FMV | $695,979 | $695,979 |
| CLP CIRCULAR SERVICES SPV, LLC | FMV | $2,176,979 | $2,176,979 |
| COMMONFUND GLOBAL DISTRESSED INVESTORS, LLC | FMV | $9,606 | $9,606 |
| COMMUNITAS CAPITAL FUND II, LP | FMV | $3,360,490 | $3,360,490 |
| COMMUNITAS CAPITAL PARTNERS FUND I, LP | FMV | $2,557,442 | $2,557,442 |
| DELTEC SPECIAL SITUATIONS PARTNERS, LP | FMV | $5,259,959 | $5,259,959 |
| DUNE REAL ESTATE PARALLEL FUND LP | FMV | $2,856 | $2,856 |
| EMERALD CREEK CAPITAL CAYMAN INCOME FUND IV, LP | FMV | $3,536,888 | $3,536,888 |
| EMERALD CREEK CAPITAL CAYMAN INCOME FUND V, LP | FMV | $7,247,901 | $7,247,901 |
| ENLIGHTENMENT CAPITAL SOLUTIONS FUND II, LP | FMV | $267,776 | $267,776 |
| ENLIGHTENMENT CAPITAL SOLUTIONS FUND III, LP | FMV | $4,136,784 | $4,136,784 |
| ENLIGHTENMENT CAPITAL SOLUTIONS FUND V, LP | FMV | $391,388 | $391,388 |
| FACT GLOBAL LONG SHORT FUND, LP | FMV | $8,697,453 | $8,697,453 |
| GLOBAL INFRASTRUCTURE PARTNERS IV-B FEEDER FUND, LP | FMV | $5,186,911 | $5,186,911 |
| GLOBAL INFRASTRUCTURE PARTNERS V-B FEEDER FUND, LP | FMV | $665,252 | $665,252 |
| HEADLANDS CAPITAL OFFSHORE III, LP | FMV | $3,467,670 | $3,467,670 |
| HEADLANDS CAPITAL OFFSHORE IV, LP | FMV | $1,707,943 | $1,707,943 |
| HELIOS CORESHELL PARTNERS II, LLC | FMV | $250,000 | $250,000 |
| HELIOS ZINCFIVE PARTNERS II, LLC | FMV | $1,000,000 | $1,000,000 |
| HELIOS ZINCFIVE PARTNERS III, LLC | FMV | $250,000 | $250,000 |
| HELIOS ZINCFIVE PARTNERS IV, LLC | FMV | $250,000 | $250,000 |
| L+M WORKFORCE HOUSING FUND, LP | FMV | $2,124,360 | $2,124,360 |
| NEW VERNON INDIA (CAYMAN) FUND II, LP | FMV | $13,453 | $13,453 |
| OVERBROOK CORE EQUITY FUND, LP | FMV | $7,355,333 | $7,355,333 |
| OVERBROOK OPPORTUNITY FUND II, LP | FMV | $725,925 | $725,925 |
| RE:DISH CO | FMV | $750,000 | $750,000 |
| RIVERSTONE/CARLYLE RENEWABLE & ALTERNATIVE ENERGY FUND II | FMV | $22,793 | $22,793 |
| S3 LB REAL ESTATE CREDIT A III LP | FMV | $374,441 | $374,441 |
| SANDTON CAPITAL SOLUTIONS OFFSHORE V, LP | FMV | $5,529,082 | $5,529,082 |
| SANDTON CAPITAL SOLUTIONS OFFSHORE VI, LP | FMV | $1,386,946 | $1,386,946 |
| SANDTON CREDIT SOLUTIONS OFFSHORE IV, LP | FMV | $4,012,376 | $4,012,376 |
| SANDTON CREDIT SOLUTIONS ON-SHORE FUND III, LP | FMV | $887,067 | $887,067 |
| SIDDHI CAPITAL FUND II, LP | FMV | $627,195 | $627,195 |
| THAYER STREET PARTNERS EQUITY OPPORTUNITY FUND, LP | FMV | $9,143,720 | $9,143,720 |
| THAYER STREET PARTNERS EQUITY OPPORTUNITY II FUND, LP | FMV | $1,361,275 | $1,361,275 |
| TS LIFT I, LLC | FMV | $1,086,169 | $1,086,169 |
| VINTAGE FUND V OFFSHORE, LP | FMV | $27,988 | $27,988 |
| VWH OFFSHORE FUND, LP | FMV | $1,194,117 | $1,194,117 |
| VWH OFFSHORE FUND III, LP | FMV | $1,955,191 | $1,955,191 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $88,414 | $82,798 | $5,616 |
| LEASEHOLD IMPROVEMENTS | $118,420 | $110,900 | $7,520 |
| FURNITURE & FIXTURES | $88,383 | $82,776 | $5,607 |
| LEASEHOLD IMPROVEMENTS | $92,118 | $86,270 | $5,848 |
| CONF ROOM WINDOWS | $11,320 | $11,320 | $0 |
| AV EQUIPMENT | $63,751 | $53,883 | $9,868 |
| COMPUTER HARDWARE | $1,305 | $261 | $1,044 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PATTERSON BELKNAP WEBB & TYLER - LEGAL | $30,290 | $18,307 | $13,586 |
| ARNOLD & PORTER KAYE SCHOLER | $3,680 | $0 | $3,680 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST & DIVIDENDS RECEIVABLE | $38,564 | $41,914 | $41,914 |
| SECURITY DEPOSIT | $70,198 | $70,198 | $70,198 |
| DUE FROM BROKER | $81,888 | $3,635,661 | $3,635,661 |
| RIGHT-OF-USE ASSET | $346,658 | $139,453 | $139,453 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $182,295 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $180,126 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $1,599 | $1,599 | $1,599 |
| PARTNERSHIP INCOME | -$1,578,253 | -$1,564,811 | -$1,578,253 |
| OIL & GAS ROYALTIES | -$15,381 | -$15,381 | -$15,381 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION (NET OF DEFERRED TAXES) | Desc |
| Amt | $7,256,759 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $818,286 | $920,577 |
| LEASE LIABILITY | $379,766 | $152,697 |
| TAXES PAYABLE | $0 | $78,687 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (12 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OVERBROOK MANAGEMENT CORPORATION - INV ADVISORY | $1,417,057 | $1,417,057 | $0 |
| GREENHAVEN ASSOCIATES - INV ADVISORY | $382,607 | $382,607 | $0 |
| JP MORGAN - CUSTODY | $20,938 | $20,938 | $0 |
| DELTEC SPECIAL SITUATIONS - INV | $675 | $675 | $0 |
| NEPC LLC | $122,227 | $122,227 | $0 |
| DSM CAPITAL - INV | $110,777 | $110,777 | $0 |
| AUREUS INVESTMENTS | $47,434 | $47,434 | $0 |
| JUSTCHANGE LLC | $436,810 | $0 | $436,810 |
| BWR COMMUNICATIONS | $7,036 | $0 | $7,036 |
| JANINE FURTADO | $1,711 | $0 | $1,711 |
| ANNA VELDMAN | $601 | $0 | $601 |
| MISSION ACCOMPLICE | $10,000 | $0 | $10,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $12,325 | $12,325 | $0 |
| FILING FEES | $1,500 | $0 | $0 |
| FEDERAL EXCISE & UBIT TAXES | $278,895 | $0 | $0 |