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ACHELIS AND BODMAN FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ACHELIS AND BODMAN FOUNDATION (EIN 13-6022018)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-16
IRS object ID
202543209349100389
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-16T14:14:33-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133628255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONDON O'MEARA MCGINTY & DONNELLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZA 7TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136022018EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ACHELIS & BODMAN FOUNDATIONBusinessNameLine1Txt
Business Name Line2CO MANICE & BUDD LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlACHEBusinessNameControlTxt
Phone2126440322PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1420 LEXINGTON AVENUE 2803AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10170ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHORACE I CRARY JRPersonNm
Person TitleTREASURER/TRUSTEEPersonTitleTxt
Phone2126440322PhoneNum
Signature2025-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER LAZZARUOLOPreparerPersonNm
PTINP01775353PTIN
Phone2126617777PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$143,063,829FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,416,418DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,394,607DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$255,515NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,541,838GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,989,224CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,555,162OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,059,656OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$5,716,065TotalRevAndExpnssAmt
Total Net Invst Incm$6,443,487TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$402,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$20,100CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$381,900CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$61,772OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$6,177OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$55,595OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$91,717PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$9,172PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$82,545PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$85,910AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$85,910AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$276,330OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$238,830OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$37,500OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm$107,534InterestNetInvstIncmAmt
Taxes Rev And Expnss$24,713TaxesRevAndExpnssAmt
Taxes Net Invst Incm$20,260TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$88,333OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$8,833OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$79,500OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$19,086TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$954TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$18,132TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$3,138PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$157PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$2,981PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$39,616OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$926,948OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$28,378OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,092,615TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,338,965TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$772,441TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,671,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,671,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,763,665TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,338,965TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$7,443,491TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,047,600ExcessRevenueOverExpensesAmt
Net Investment Income$5,104,522NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$180,240CashBOYAmt
Cash EOY$390,393CashEOYAmt
Cash EOYFMV$390,393CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,083,528SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,416,737SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,416,737SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,545,866CorporateStockBOYAmt
Corporate Stock EOY$7,852,005CorporateStockEOYAmt
Corporate Stock EOYFMV$7,852,005CorporateStockEOYFMVAmt
Other Investments BOY$128,294,176OtherInvestmentsBOYAmt
Other Investments EOY$131,377,694OtherInvestmentsEOYAmt
Other Investments EOYFMV$131,377,694OtherInvestmentsEOYFMVAmt
Other Assets BOY$27,000OtherAssetsBOYAmt
Other Assets EOY$27,000OtherAssetsEOYAmt
Other Assets EOYFMV$27,000OtherAssetsEOYFMVAmt
Total Assets BOY$137,130,810TotalAssetsBOYAmt
Total Assets EOY$143,063,829TotalAssetsEOYAmt
Total Assets EOYFMV$143,063,829TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$137,130,810NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$143,063,829NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$137,130,810TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$143,063,829TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$137,130,810TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$143,063,829TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$137,130,810TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,047,600ExcessRevenueOverExpensesAmt
Other Increases$7,980,619OtherIncreasesAmt
Subtotal$143,063,829SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$143,063,829TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$18,541,838$18,797,353-$255,515-$255,515
BRIGHTWOOD CAPITAL SBIC II LPP-$171-$171
CARLYLE ENERGYP$112,173$112,173
FORWARD VENTURES IV LPP$68,168$68,168
HIGHCLERE INTERNATIONALP-$47,001-$47,001
MCR HOSPITALITY FUND LPP$8,959$8,959
NEW CANAAN FUNDING MEZZANINE V SBIC LPP-$41,594-$41,594
NEW CANAAN FUNDING MEZZANINE VI SBIC LPP$85,332$85,332
NEW CANAAN FUNDING MEZZANINE VIIP$2,653$2,653
PATHSTONE PMA INCP-$6,140-$6,140
PRIVATE ADVISORS REAL ASSETS FUND IIIP$204,050$204,050
PRIVATE ADVISORS SECONDARY FUND V LPP$176,588$176,588
PRIVATE ADVISORS SECONDARY FUND VI LPP$90,514$90,514
RCP SECONDARY OPPORTUNITY FUND II, LPP$30,977$30,977
SEACOAST CAPITAL PARTNERS IIIP$92,368$92,368
SEACOAST CAPITAL PARTNERS IV LPP$584,670$584,670
SEACOAST CAPITAL PARTNERS VP$21$21
APOGEM SECONDARY FUND VIIP-$1,595-$1,595
RAC OPPORTUNITY FUND IIP$530$530
TIFF PRIVATE EQUITY PARTNERS 2007P-$39,641-$39,641
TIFF PRIVATE EQUITY PARTNERS 2008P$135,171$135,171
TIFF PRIVATE EQUITY PARTNERS 2009P-$839-$839
TIFF PRIVATE EQUITY PARTNERS 2012P$208,739$208,739
TIFF PRIVATE EQUITY PARTNERS 2013P$384,010$384,010
TIFF PRIVATE EQUITY PARTNERS 2014P$96,602$96,602
TIFF PRIVATE EQUITY PARTNERS 2015P$918,883$918,883
TIFF SPECIAL OPPORTUNITIES FUNDP$3,074$3,074
VERDAD JAPAN FUND LPP$188,354$188,354
DORCHESTER CAPITALP$75,022$75,022
LESS: AMOUNT ATTRIBUTABLE TO UBIP-$85,138-$85,138
FieldValueIRS element (for citing)
Capital Gain Net Income$2,989,224CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,989,224NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$70,953InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$70,953SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$70,953TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$92,058EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$92,058TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$21,105OverpaymentAmt
Applied To ES Tax$21,105AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.ACHELISBODMAN.ORGWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone2126440322PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1420 LEXINGTON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10170ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RUSSELL P PENNOYER
420 LEXINGTON AVENUENEW YORKNY10170PRESIDENT/TRUSTEE3.00$30,000$0$0
TATIANA POUSCHINE
420 LEXINGTON AVENUENEW YORKNY10170VICE PRESIDENT/TRUSTEE3.00$0$0$0
JOHN N IRWIN III
420 LEXINGTON AVENUENEW YORKNY10170CHAIRMAN/TRUSTEE3.00$0$0$0
HORACE I CRARY JR
420 LEXINGTON AVENUENEW YORKNY10170TREASURER/TRUSTEE3.00$0$0$0
GEORGE MCCABE
420 LEXINGTON AVENUENEW YORKNY10170TRUSTEE3.00$0$0$0
LESLIE LENKOWSKY
420 LEXINGTON AVENUENEW YORKNY10170TRUSTEE3.00$0$0$0
MAGDALENA ZAVALIA DE MIGUENS
420 LEXINGTON AVENUENEW YORKNY10170TRUSTEE3.00$0$0$0
OLIVER GRACE
420 LEXINGTON AVENUENEW YORKNY10170TRUSTEE3.00$0$0$0
JOHN B KRIEGER
420 LEXINGTON AVENUENEW YORKNY10170EXECUTIVE DIRECTOR/SECRETARY40.00$372,000$44,640$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonVICKI PULUSOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1420 LEXINGTON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10170ZIPCd
FieldValueIRS element (for citing)
TitleGRANTS MANAGERTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$61,772CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
PATHSTONE
24 FEDERAL STREET 8TH FLOORBOSTONMA02110INV. ADVISORY FEES$156,539
SHAPIRO CAPITAL MANAGEMENT
ONE BUCKHEAD PLAZA SUITE 1555ATLANTAGA30305INV. ADVISORY FEES$60,972
CONDON O'MEARA MCGINTY & DONNELLY LLP
1 BATTERY PARK PLAZA 7TH FLNYNY10004AUDIT/TAX SERVICES$59,910
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,092,267AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,948,747AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$126,814,375FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$137,855,389TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$137,855,389AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,067,831CashDeemedCharitableAmt
Net Vl Noncharitable Assets$135,787,558NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,789,378MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,789,378MinimumInvestmentReturnAmt
Tax Based On Investment Income$70,953TaxBasedOnInvestmentIncomeAmt
Income Tax$14,008IncomeTaxAmt
Total Tax$84,961TotalTaxAmt
Distributable Before Adj$6,704,417DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,704,417DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,704,417DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,443,491ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,443,491QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,704,417DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$596,926ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$558,556ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$417,573ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$814,216ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,387,271TotalExcessDistributionCyovAmt
Qualifying Distributions$7,443,491QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,704,417AppliedToCurrentYearAmt
Remaining Distri From Corpus$739,074RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,126,345TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$596,926ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,529,419ExcessDistriCyovToNextYrAmt
Excess From Year4$558,556ExcessFromYear4Amt
Excess From Year2$417,573ExcessFromYear2Amt
Excess From Year1$814,216ExcessFromYear1Amt
Excess From Current Year$739,074ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN B KRIEGER EXECUTIVE DIRECTORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1420 LEXINGTON AVE SUITE 2803AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10170ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2126440322RecipientPhoneNum
Form And Info And MaterialsNONPROFIT ORGANIZATIONS BASED IN NEW YORK CITY AND NORTHERN NEW JERSEY THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FALL WITHIN THE PROGRAM AREAS OF THE FOUNDATION ARE WELCOME TO SUBMIT AN INQUIRY OR PROPOSAL LETTER BY EMAIL TO APPLICATION@ACHELISBODMAN.ORG. (PLEASE DO NOT SEND FULL PROPOSALS UNLESS REQUESTED.) AN INITIAL INQUIRY TO THE ACHELIS AND BODMAN FOUNDATION SHOULD INCLUDE ONLY THE FOLLOWING ITEMS: 1. A PROPOSAL LETTER THAT BRIEFLY SUMMARIZES THE HISTORY OF THE PROJECT, NEED, OBJECTIVES, TIME PERIOD, KEY STAFF, PROJECT BUDGET, AND EVALUATION PLAN. 2. LATEST ANNUAL REPORT. 3. LATEST COMPLETE AUDITED FINANCIAL STATEMENTS. 4. IRS 501(C)(3) TAX-EXEMPTION LETTER.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION GENERALLY DOES NOT MAKE GRANTS FOR THE FOLLOWING PURPOSES OR PROGRAM AREAS: -NONPROFIT ORGANIZATIONS OUTSIDE OF NEW YORK AND NEW JERSEY -ANNUAL APPEALS, DINNER FUNCTIONS, AND FUNDRAISING EVENTS -ENDOWMENTS AND CAPITAL CAMPAIGNS -LOANS AND DEFICIT FINANCING -DIRECT GRANTS TO INDIVIDUALS -INDIVIDUAL DAY-CARE AND AFTER-SCHOOL PROGRAMS -HOUSING -ORGANIZATIONS OR PROJECTS BASED OUTSIDE THE U.S. -SMALL ART, DANCE, MUSIC, AND THEATER GROUPS -INDIVIDUAL K-12 SCHOOLS (EXCEPT CHARTER SCHOOLS) -NATIONAL HEALTH AND MENTAL HEALTH ORGANIZATIONS -GOVERNMENT AGENCIES OR NONPROFIT ORGANIZATIONS SIGNIFICANTLY FUNDED OR REIMBURSED BY GOVERNMENT AGENCIESRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (158 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
BRICK PRESBYTERIAN CHURCH
62 EAST 92ND STREETNEW YORKNY10128NONEPC2024 STEWARDSHIP CAMPAIGN$5,000
AMERICAN BALLET THEATRE
890 BROADWAYNEW YORKNY100031278NONEPCGENERAL OPERATING SUPPORT$25,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVENUE NWWASHINGTONDC20036NONEPCGENERAL OPERATING SUPPORT$1,500
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVENUE NWWASHINGTONDC20036NONEPCAMERICA AT 250$100,000
AMERICAN FEDERATION FOR CHILDREN GROWTH FUND
5950 BERKSHIRE LANE SUITE 325DALLASTX75225NONEPCGENERAL OPERATING SUPPORT$50,000
AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS
321 WALL STREETPRINCETONNJ08540NONEPCIMAGING EQUIPMENT$75,000
ANIMAL CARE CENTERS OF NYC
11 PARK PLACE SUITE 805NEW YORKNY10007NONEPCCOMMUNITY PETS PROGRAM$25,000
ATLAS NETWORK TWO LIBERTY CENTER
4075 WILSON BOULEVARD SUITE 310ARLINGTONVA22203NONEPCLATIN AMERICA INITIATIVES$150,000
BEST BUDDIES NEW YORK CO KLINGMAN & ASSOCIATES
120 WEST 45TH STREET SUITE 3800NEW YORKNY10036NONEPCFRIENDSHIP, LEADERSHIP, AND$50,000
BILLION OYSTER PROJECT
10 SOUTH STREET SLIP 7NEW YORKNY10004NONEPCHUDSON REEFS MITIGATION BANK$50,000
BRONX SCHOOL FOR MUSIC
3348 PERRY AVENUEBRONXNY10467NONEPCGENERAL OPERATING SUPPORT$1,500
BRONX SCHOOL FOR MUSIC
3348 PERRY AVENUEBRONXNY10467NONEPCGENERAL OPERATING SUPPORT$50,000
CURE JM FOUNDATION
PO BOX 45768BALTIMOREMD21297NONEPCPLEDGE DONATION$10,000
CANCER RESEARCH INSTITUTE
29 BROADWAY 4TH FLOORNEW YORKNY100063201NONEPCLLOYD J. OLD STAR PROGRAM$100,000
CARING CONTACT
PO BOX 2376WESTFIELDNJ07091NONEPCGENERAL OPERATING SUPPORT$25,000
CATHOLIC INFORMATION CENTER
1501 K STREET NWWASHINGTONDC20005NONEPCA BOOK, BEYOND THE LEATHERSTOCKING$75,000
CATHOLIC SCHOOLS FOUNDATION
67 BATTERYMARCH STREET 6TH FLOORBOSTONMA02110NONEPCGENERAL OPERATING SUPPORT$20,000
CHESS IN THE SCHOOLS
520 EIGHTH AVENUE FLOOR 22 SUITENEW YORKNY10018NONEPCCOLLEGE BOUND / COLLEGE SUCCESS$35,0002206
CHILD RESCUE COALITION
604 BANYAN TRAIL 812530BOCA RATONFL33431NONEPCFOR TRAININGS IN NEW YORK CITY$50,000
CHRISTODORA
1 EAST 53RD STREET SUITE 1401NEW YORKNY10022NONEPCGENERAL OPERATING SUPPORT$12,000
CIVIC SPIRIT
52 VANDERBILT AVENUE SUITE 1410NEW YORKNY10017NONEPCPROGRAMS IN NEW YORK CITY$50,000
CLARION MUSIC SOCIETY
119 EAST 74TH STREETNEW YORKNY10021NONEPCGENERAL OPERATING SUPPORT$3,500
CLARION MUSIC SOCIETY
119 EAST 74TH STREETNEW YORKNY10021NONEPCGENERAL OPERATING SUPPORT$3,000
COALITION AGAINST TRAFFICKING IN WOMEN (CATW)
PO BOX 7160 JAF STATIONNEW YORKNY10116NONEPCNEW YORK STATE AND CITY PROGRAMS$25,000
COALITION FOR THE HOMELESS
129 FULTON STREETNEW YORKNY10038NONEPCCAMP HOMEWARD BOUND IN SUMMER$25,000
COMMON GOOD INSTITUTE
222 EAST 46TH STREET SUITE 401NEW YORKNY10017NONEPCREMOVING PUBLIC UNION CONTROL OVER$50,000
CONNECTIONS MENTOR
PO BOX 361NEW YORKNY10033NONEPCGENERAL OPERATING SUPPORT$25,000
CONTACT OF OCEAN AND MONMOUTH COUNTIES
P O BOX 1121TOMS RIVERNJ08754NONEPCEXPANSION IN MONMOUTH COUNTY$25,000
CRISTO REY BROOKLYN HIGH SCHOOL
710 EAST 37TH STREETBROOKLYNNY11203NONEPCCORPORATE WORK STUDY PROGRAM$50,000
DARTMOUTH NATURAL RESOURCES TRUST
404 ELM STREETDARTMOUTHMA02748NONEPCGENERAL OPERATING SUPPORT$2,000
DONORS TRUST & DONORS CAPITAL FUND
1800 DIAGONAL STREET SUITE 280ALEXANDRIAVA22314NONEPCACTIVITIES IN NEW YORK, NEW JERSEY$50,000
DONORS TRUST & DONORS CAPITAL FUND
1800 DIAGONAL STREET SUITE 280ALEXANDRIAVA22314NONEPCGENERAL OPERATING SUPPORT$50,000
EISENHOWER FOUNDATION
PO BOX 295 200 SOUTHEAST 4TH STREETABILENEKS67410NONEPCGENERAL OPERATING SUPPORT$50,000
EMMA'S TORCH
257 15TH STREET SUITE 404BROOKLYNNY11215NONEPCGENERAL OPERATING SUPPORT$50,000
EMPIRE CENTER FOR PUBLIC POLICY
PO BOX 7113ALBANYNY12224NONEPCENERGY PROGRAM$100,000
ENGIN
PO BOX 10225ROCKVILLEMD20849NONEPCGENERAL OPERATING SUPPORT$50,000
ENGLISH-SPEAKING UNION OF THE UNITED STATES
144 EAST 39TH STREETNEW YORKNY10016NONEPC2025 NATIONAL SHAKESPEARE$50,000
FAST FEET NYC
67 WEST STREET SUITE 520BROOKLYNNY11222NONEPCGENERAL OPERATING SUPPORT$35,000
FIGHTING CHILDREN'S CANCER FOUNDATION
55 LANE ROAD SUITE 300FAIRFIELDNJ07004NONEPCFAMILY ASSISTANCE RELIEF FUND$10,000
FISHERS ISLAND COMMUNITY CENTER
PO BOX 464FISHERS ISLANDNY06390NONEPCGENERAL OPERATING SUPPORT$1,000
FISHERS ISLAND LIBRARY ASSOCIATION
988 ORIENTAL AVENUEFISHERS ISLANDNY06390NONEPCGENERAL OPERATING SUPPORT$2,000
FORT GREENE PARK CONSERVANCY
85 SOUTH OXFORD STREETBROOKLYNNJ11217NONEPCHORTICULTURE AND MAINTENANCE$25,000
FOUNDATION FOR CULTURAL REVIEW
900 BROADWAY SUITE 602NEW YORKNY10003NONEPCGENERAL OPERATING SUPPORT$2,000
FOUNTAIN HOUSE
425 WEST 47TH STREETNEW YORKNY100362304NONEPCEMPLOYMENT RESOURCE CENTER$50,000
FRACTURED ATLAS
PO BOX 55HARTSDALENY105300055NONEPCFOR A PLAY, TALKING WITH ANGELS:$25,000
FRESH AIR FUND
633 THIRD AVENUE 14TH FLOORNEW YORKNY10017NONEPCCOMMUNITY OUTREACH, PARTNERSHIPS$100,000
GALLOPNYC
88-03 70TH ROADFOREST HILLSNY11375NONEPCGENERAL OPERATING SUPPORT$25,000
GENESYS WORKS
55 EXCHANGE PLACE SUITE 503NEW YORKNY10005NONEPCGENERAL OPERATING SUPPORT$75,000
GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
49 WEST 45TH STREET 6TH FLOORNEW YORKNY10036NONEPCGENERAL OPERATING SUPPORT$4,000
GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
49 WEST 45TH STREET 6TH FLOORNEW YORKNY10036NONEPCNEW YORK CITY PROGRAMS$125,000
GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
49 WEST 45TH STREET 6TH FLOORNEW YORKNY10036NONEPCBOOK, THE LAST ADIEU, BY RYAN COLE$33,000
GLOBAL WARMING POLICY FOUNDATION (AMERICAN FRIENDS OF)
PO BOX 186NORTH LAKEWI53064NONEPCNET ZERO AND LIBERTY PROJECT$75,000
GRACE INSTITUTE
40 RECTOR STREET 14TH FLOORNEW YORKNY10006NONEPCGENERAL OPERATING SUPPORT$75,000
GRACE OUTREACH
378 EAST 151ST STREET FIFTH FLOORBRONXNY10455NONEPCGENERAL OPERATING SUPPORT$50,000
GRASSROOTS GROCERY
1760 SECOND AVENUE UNIT 20FNEW YORKNY10128NONEPCGENERAL OPERATING SUPPORT$25,000
GREENWICH VILLAGE SOCIETY FOR HISTORIC PRESERVATION
232 EAST 11TH STREETNEW YORKNY10003NONEPCGENERAL OPERATING SUPPORT$25,000
GREEN-WOOD CEMETERY
500 25TH STREETBROOKLYNNY11232NONEPCBRIDGE TO CRAFTS CAREERS PROGRAM$30,000
HAMILTON PARTNERSHIP FOR PATERSON
72 MCBRIDE AVENUE 2ND FLOORPATERSONNJ07501NONEPCYOUTH PROGRAMS$25,000
HAPPINESS IS CAMPING
62 SUNSET LAKE ROADHARDWICKNJ07825NONEPC2024 SUMMER CAMP$25,000
HELEN KELLER SERVICES FOR THE BLIND
180 LIVINGSTON STREET 2ND FLOORBROOKLYNNY11201NONEPCASSISTIVE TECHNOLOGY$30,000
HERITAGE FOUNDATION
214 MASSACHUSETTS AVENUE NEWASHINGTONDC200024999NONEPCAMERICAS 250TH INNOVATION PRIZES$75,000
HISPANIC SOCIETY MUSEUM & LIBRARY
613 WEST 155TH STREETNEW YORKNY10032NONEPCLIBRARY DIGITIZATION PROJECT$50,000
HOLY APOSTLES SOUP KITCHEN
296 NINTH AVENUENEW YORKNY10001NONEPCGENERAL OPERATING SUPPORT$25,000
HOSPITAL FOR SPECIAL SURGERY
535 EAST 70TH STREETNEW YORKNY10021NONEPCRESEARCH ON JUVENILE DERMATOMYOSITIS$150,000
HOTCHKISS SCHOOL ALUMNI & DEVELOPMENT OFFICE
11 INTERLAKEN ROADLAKEVILLECT060392141NONEPCGENERAL OPERATING SUPPORT$1,000
HOUSE OF THE REDEEMER
7 EAST 95TH STREETNEW YORKNY10128NONEPCGENERAL OPERATING SUPPORT$50,000
HUDSON INSTITUTE
1201 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20004NONEPCGENERAL OPERATING SUPPORT$4,000400
HUDSON INSTITUTE
1201 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20004NONEPCEXECUTING ECONOMIC CONTAINMENT: A$200,000400
INDIANA UNIVERSITY FOUNDATION INSTITUTE FOR THE STUDY OF CONTEMPORARY ANTIS
GOODBODY HALL 306 1101 EAST THIRDBLOOMINGTONIN47405NONEPCINSTITUTE FOR THE STUDY OF CONTEMPORARY ANTISEMITISM$1,500STREET
INDIANA UNIVERSITY FOUNDATION
PO BOX 500BLOOMINGTONIN47402NONEPCEVIDENCE-BASED SOLUTIONS FOR$5,000
INSPIRING FUTURES
461 WEST 126TH STREET 5WNEW YORKNY10027NONEPCGENERAL OPERATING SUPPORT$35,000
INSTITUTE FOR FREE SPEECH
1150 CONNECTICUT AVE NW SUITE 801WASHINGTONDC20036NONEPCGENERAL OPERATING SUPPORT$50,000
INSTITUTE FOR THE STUDY OF THE ANCIENT WORLD NEW YORK UNIVERSITY
15 EAST 84TH STREETNEW YORKNY10028NONEPCEXHIBITION, MADINAT AL-ZAHRA: THE RADIANT CAPITAL OF ISLAMIC SPAIN$50,000
IRISH REPERTORY THEATRE
132 WEST 22ND STREETNEW YORKNY10011NONEPCGENERAL OPERATING SUPPORT$25,000
ISLAND HEALTH PROJECT
PO BOX 344FISHERS ISLANDNY06390NONEPCGENERAL OPERATING SUPPORT$2,000
ISRAEL ON CAMPUS COALITION
PO BOX 34640WASHINGTONDC20043NONEPCACADEMIC ENGAGEMENT NETWORK$1,500
JAMES MADISON INSTITUTE
THE COLUMNS 100 NORTH DUVAL STREETTALLAHASSEEFL32301NONEPCGENERAL OPERATING SUPPORT$50,000
JEWISH MUSEUM
1109 FIFTH AVENUENEW YORKNY10128NONEPCFOR AN EXHIBITION, THE BOOK OF ESTHER$50,000
KENYON COLLEGE
106 COLLEGE PARK DRGAMBIEROH43022NONEPCANNUAL FUND$10,000
KINGS BAY YM-YWHA
3495 NOSTRAND AVENUEBROOKLYNNY11229NONEPC2024 SUMMER CAMP$25,000
KITE & KEY MEDIA
137 MONTAGUE STREET 132BROOKLYNNY11201NONEPCORIGINALS VIDEO SERIES$50,000
LEONARDO DA VINCI DNA PROJECT
855 WEST END AVENUE APT 7BNEW YORKNY10025NONEPCGENERAL OPERATING SUPPORT$50,000
LET GROW
228 PARK AVENUE SOUTH 77212NEW YORKNY10003NONEPCGENERAL OPERATING SUPPORT$50,000
LIGHTHOUSE WORKS
1070 MONTAUK AVENUE 305FISHERS ISLANDNY06390NONEPCGENERAL OPERATING SUPPORT$1,000
LUNCH BREAK
121 DRS JAMES PARKER BOULEVARDRED BANKNJ07701NONEPCGENERAL OPERATING SUPPORT$25,000
MADISON SQUARE PARK CONSERVANCY
ELEVEN MADISON AVENUE 15TH FLOORNEW YORKNY10010NONEPCHORTICULTURE AND PARK OPERATIONS$25,000
MANHATTAN INSTITUTE FOR POLICY RESEARCH
52 VANDERBILT AVENUENEW YORKNY10017NONEPCGENERAL OPERATING SUPPORT$2,000
MANHATTAN INSTITUTE FOR POLICY RESEARCH
52 VANDERBILT AVENUENEW YORKNY10017NONEPCURBAN POLICY AND HOMELESSNESS$300,000
MONMOUTH MEDICAL CENTER SOUTHERN CAMPUS FOUNDATION
600 RIVER AVENUELAKEWOODNJ08701NONEPCCAREGIVERS AND BEREAVEMENT MENTAL HEALTH COUNSELING SUPPORT GROUPS PROGRAM$25,000
MONROE COUNTY COMMUNITY SCHOOLS FOUNDATION
NORTH DRBLOOMINGTONIN47401NONEPCGLOBAL LEARNERS PROGRAM AND GENERAL SUPPORT$550
MORNINGSIDE INSTITUTE
490 RIVERSIDE DRIVE 11TH FLOORNEW YORKNY10027NONEPCGENERAL OPERATING SUPPORT$50,000
MUNICIPAL ART SOCIETY OF NEW YORK
488 MADISON AVENUE SUITE 1900NEW YORKNY10022NONEPCTO CLEAN AND RESTORE THE ROCKET$25,000
MUSEUM OF THE CITY OF NEW YORK
1220 FIFTH AVENUENEW YORKNY100295287NONEPCFOR AN EXHIBITION, THE OCCUPIED CITY$50,000
MUSICIANS ADVOCACY FUND
178 COLUMBUS AVENUE PO BOX 230849NEW YORKNY10023NONEPCGENERAL OPERATING SUPPORT$25,000
NASAREANORG
112 SOUTH MAIN STREET 181STOWEVT05672NONEPCGENERAL OPERATING SUPPORT$5,000
NASAREANORG
112 SOUTH MAIN STREET 181STOWEVT05672NONEPCGENERAL OPERATING SUPPORT$5,000
NATIONAL CIVIC ART SOCIETY
300 NEW JERSEY AVENUE NW SUITE 300WASHINGTONDC20001NONEPCARCHITECTURE OF DEMOCRACY PROJECT$50,000
NATIONAL CONSTITUTION CENTER
INDEPENDENCE MALL 525 ARCH STREETPHILADELPHIAPA19106NONEPCTO DEVELOP A MIDDLE SCHOOL VERSION OF CONSTITUTION 101: AN INTRODUCTION TO THE CONSTITUTION$50,000
NATIONAL LIGHTHOUSE MUSEUM
PROMENADE AT LIGHTHOUSE POINT 200STATEN ISLANDNY10301NONEPCGENERAL OPERATING SUPPORT$35,000
NATIONAL SAWDUST
80 NORTH 6TH STREETBROOKLYNNY11249NONEPCGENERAL OPERATING SUPPORT$25,000
NEW 42ND STREET
229 WEST 42ND STREET 10TH FLOORNEW YORKNY10036NONEPCNEW VICTORY THEATER$25,000
NEW CITY KIDS
936 ALPINE AVENUE NWGRAND RAPIDSMI49504NONEPCYOUTH PROGRAMS IN NEW JERSEY$75,000
NEW YORK CITY BALLET
DAVID H KOCH THEATER 20 LINCOLNNEW YORKNY10023NONEPCGENERAL OPERATING SUPPORT$25,000CENTER
NEW YORK CLASSICAL THEATRE
64 FULTON STREET SUITE 1108NEW YORKNY100382748NONEPCSUMMER 2024 PERFORMANCES OF HENRY IV$25,000
NEW YORK COMMON PANTRY
8 EAST 109TH STREETNEW YORKNY100293402NONEPCFOOD PANTRY$25,000
NEW YORK LANDMARKS CONSERVANCY
ONE WHITEHALL STREETNEW YORKNY10004NONEPCSACRED SITES PROGRAM$50,000
NEW YORK SOCIETY LIBRARY
53 EAST 79TH STREETNEW YORKNY10075NONEPCGENERAL OPERATING SUPPORT$50,000
NEW YORK THEATRE BALLET
131 EAST 10TH STREETNEW YORKNY10003NONEPCGENERAL OPERATING SUPPORT$25,000
NEW-YORK HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORKNY10024NONEPCGENERAL OPERATING SUPPORT$4,000
NEW-YORK HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORKNY10024NONEPCNEW CONSERVATION STUDIO$150,000
92ND STREET YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIATION
1395 LEXINGTON AVENUENEW YORKNY10128NONEPC150TH ANNIVERSARY PROGRAMS$50,000
NORTH SHORE LAND ALLIANCE
345 OYSTER BAY ROADLOCUST VALLEYNY11560NONEPCPURCHASE OF 4.5 ACRES OF LAND$50,000
NPOWER NEW YORK
55 WASHINGTON STREET SUITE 560BROOKLYNNY11201NONEPCTECH FUNDAMENTALS PROGRAM IN NEW$75,000
NYC H2O
PO BOX 20773NEW YORKNY10009NONEPCECO INTERNSHIP PROGRAM$25,000
OLMSTED NETWORK
1101 30TH STREET NW SUITE 500WASHINGTONDC20007NONEPCCONFERENCE IN NEWBURGH, NY, IN$25,000
ORCHESTRA OF ST LUKE'S
450 WEST 37TH STREETNEW YORKNY10018NONEPCEDUCATION AND COMMUNITY$25,000
PAIDEIA INSTITUTE FOR HUMANISTIC STUDY
PO BOX 670NEW YORKNY10012NONEPCLIVING ANCIENT GREEK$50,000
PARTNERSHIP TO END HUMAN TRAFFICKING
152 EAST PUTNAM AVENUE PO BOX 23COS COBCT06807NONEPCGENERAL OPERATING SUPPORT$50,000
PAWSABILITY DOG CLUB
1510 GATES AVENUEBROOKLYNNY11237NONEPCGENERAL OPERATING SUPPORT$35,000
PERSUASION INSTITUTE
PO BOX 21586 2300 18TH STREET NWWASHINGTONDC20009NONEPCGENERAL OPERATING SUPPORT$50,000
PHAROS FOUNDATION
NONEPCU.S. FUNDRAISING AND OUTREACH$25,00066 LINCOLNS INN FIELDSOXFORDLONDONUK
PHILOS PROJECT
12 EAST 33RD STREET FLOOR 2NEW YORKNY10016NONEPCPREPARATORY WORK FOR A 2025 VISIT TO INDIANA UNIVERSITY$5,000
PHILOS PROJECT
12 EAST 33RD STREET FLOOR 2NEW YORKNY10016NONEPCPHILOS CATHOLIC$50,000
POLICE ATHLETIC LEAGUE
34 1/2 EAST 12TH STREETNEW YORKNY10003NONEPCYOUTH LINK PROGRAM$50,000
PRAGER UNIVERSITY FOUNDATION
15021 VENTURA BOULEVARD 552SHERMAN OAKSCA91403NONEPCEDUCATIONAL INITIATIVE FOR 18-25 YEAR OLDS$50,000
PRESERVATION LONG ISLAND
161 MAIN STREET PO BOX 148COLD SPRING HARBORNY11724NONEPCGENERAL OPERATING SUPPORT$2,000
QUEENS BOTANICAL GARDEN
43-50 MAIN STREETFLUSHINGNY11355NONEPCGENERAL OPERATING SUPPORT$25,000
REAL CLEAR FOUNDATION
666 DUNDEE ROAD BUILDING 600NORTHBROOKIL60062NONEPCENERGY REALISM$50,000
RESTORE NYC
20 W 46TH STREET 2BNEW YORKNY10036NONEPCCLIENT SERVICES PROGRAM$35,000
RETHINKNYC
305 CANAL STREETNEW YORKNY10013NONEPCDIGITAL MODELING OF THE ORIGINAL PENN$50,000
ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY100216399NONEPCRESEARCH OF JIANKUN (JK) LYU, PH.D.,$500,000
ROSENWALD PARK CAMPAIGN
19 MAPLEWOOD PARK COURTBETHESDAMD20814NONEPCGENERAL OPERATING SUPPORT$5,000
THE SALIENT OF HARVARD COLLEGE
8 ELIOT STREET 2ND FLOORCAMBRIDGEMA02138NONEPCGENERAL OPERATING SUPPORT$25,000
SALISBURY SCHOOL
251 CANAAN ROADSALISBURYCT06068NONEPCGENERAL OPERATING SUPPORT$20,000
SAVE THE REDWOODS LEAGUE
111 SUTTER STREET 11TH FLOORSAN FRANCISCOCA94104NONEPCSONOMA COAST REDWOODS$50,000
SCHOOL OF AMERICAN BALLET
70 LINCOLN CENTER PLAZANEW YORKNY100236592NONEPCGENERAL OPERATING SUPPORT$25,000
SEARCH AND CARE
207 E 94TH STREET MEZZANINENEW YORKNY10128NONEPCGENERAL OPERATING SUPPORT$25,000
SECOND STAGE THEATRE
1501 BROADWAY SUITE 518NEW YORKNY10036NONEPCGENERAL OPERATING SUPPORT$25,000
SHORE CLUBHOUSE
266 BROADWAYLONG BRANCHNJ07740NONEPCGENERAL OPERATING SUPPORT$50,000
SMART APPROACHES TO MARIJUANA
107 S WEST STREET 757ALEXANDRIAVA22314NONEPCRESEARCH ON SUPERVISED INJECTION SITES IN NEW YORK CITY AND A PUBLIC MARIJUANA AWARENESS CAMPAIGN IN NEW YORK CITY$100,000
SOUTH STREET SEAPORT MUSEUM
12 FULTON STREETNEW YORKNY10038NONEPCGENERAL OPERATING SUPPORT$35,000
SPECIAL STRIDES
118 FEDERAL ROADMONROE TOWNSHIPNJ08831NONEPCGENERAL OPERATING SUPPORT$25,000
ST JOHN'S BREAD AND LIFE
795 LEXINGTON AVENUEBROOKLYNNY11221NONEPCGENERAL OPERATING SUPPORT$25,000
SCAN-HARBOR
345 EAST 102ND STREETNEW YORKNY10029NONEPCVIOLENCE PREVENTION PROGRAM$25,000
THEATRE FOR A NEW AUDIENCE
154 CHRISTOPHER STREET SUITE 3DNEW YORKNY10014NONEPCPRODUCTION OF HENRY IV$25,000
THOMAS B FORDHAM INSTITUTE
1015 18TH ST NW SUITE 902WASHINGTONDC20036NONEPCA STUDY, STATE OF THE UNIONS: UPDATED STATE-BY-STATE RANKINGS OF TEACHER UNION STRENGTH$25,000
TOMS RIVER FIELD OF DREAMS
37 HARPERS FERRY ROADTOMS RIVERNJ08753NONEPCCAMP ABILITIES IN SUMMER 2024$10,000
TRAIN FOUNDATION
31 WEST 34TH STREET 7TH FLOOR 7010NEW YORKNY10001NONEPCCIVIL COURAGE PRIZE$25,000
TURQUOISE MOUNTAIN FOUNDATION CO OCONNELL & GLOCK PC
1634 I STREET NW SUITE 1025WASHINGTONDC20006NONEPCGENERAL OPERATING SUPPORT$20,000
VISIONINTOART
440 KENT AVENUE 19ABROOKLYNNY11249NONEPCSENSORIUM EX$35,000
VISITING NEIGHBORS
3 WASHINGTON SQUARE VILLAGE SUITENEW YORKNY10012NONEPCGENERAL OPERATING SUPPORT$25,0001F
VITAL CITY
605 WEST 113TH STREETNEW YORKNY10025NONEPCGENERAL OPERATING SUPPORT$50,000
WALSH PARK BENEVOLENT CORP
BOX 684FISHER ISLANDNY06390NONEPCGENERAL OPERATING SUPPORT$1,000
WEST POINT ASSOCIATION OF GRADUATES
698 MILLS ROADWEST POINTNY10996NONEPCWEST POINT PARENTS FUND$5,000
WEST POINT ASSOCIATION OF GRADUATES
698 MILLS ROADWEST POINTNY10996NONEPCNYC-RELATED ACTIVITIES OF THE CYBER$50,000
WEST POINT ASSOCIATION OF GRADUATES
698 MILLS ROADWEST POINTNY10996NONEPCRESEARCH PROJECT, CHINAS EXTERNAL$30,000
WILD BIRD FUND
565 COLUMBUS AVENUENEW YORKNY10024NONEPCBROOKLYN EXPANSION$5,000
WOODSON CENTER
1625 K STREET NW SUITE 410WASHINGTONDC20006NONEPCGENERAL OPERATING SUPPORT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,671,050TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$32,996UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$1,383,422ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,320,174ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$85,138UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion-$340,653ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdExclusionExclusionCdExclusionExclusionAmt
INCOME FROM LIMITED PARTNERSHIPS90009914
OTHER INVESTMENT INCOME14$234,988

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$118,134UnrelatedBusinessTaxblIncmAmt
Exclusion$5,597,931ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,716,065TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDITING AND TAX SERVICES$59,910$0$0$59,910
BOOKKEEPING SERVICES$26,000$0$0$26,000

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ZIMMER BIOMET HOLDINGS, INC$401,394$401,394
SS&C TECHNOLOGIES HOLDINGS INC$335,326$335,326
CALLAWAY GOLF CO$198,072$198,072
NCR CORP NEW$379,216$379,216
PENN NATL GAMING INC$374,598$374,598
ULTRA CLEAN HOLDING$161,775$161,775
LIONS GATE ENTERTAINMENT B$299,735$299,735
GRAPHIC PACKAGING HLDG CO$366,660$366,660
SENSATA TECHNOLOGIES$279,480$279,480
DUN & BRADSTREET HOLDINGS$171,948$171,948
ELANCO ANIMAL HEALTH INC$409,924$409,924
DEVON ENERGY CORP$205,119$205,119
MICRON TECHNOLOGY INC$368,200$368,200
MOHAWK INDS INC$222,773$222,773
NASDAQ OMX GROUP$351,761$351,761
OKTA, INC.$253,342$253,342
PINTEREST, INC.$339,300$339,300
ALPHABET INC$398,020$398,020
BERKSHIRE HATHAWAY INC CL B$421,550$421,550
BAXTER INTERNATIONAL INC$349,920$349,920
WALT DISNEY CO$470,454$470,454
HARRIS CORPORATION$357,476$357,476
BANK OF AMERICA CORP$404,340$404,340
AXALTA COATING SYSTEMS LTD$167,678$167,678
CORNING INC$163,944$163,944

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (55 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
RCP SECONDARY OPPORTUNITY FUND II, LPFMV$228,056$228,056
SILVER POINT CAPITAL OFFSHORE FUND, LTD.FMV$5,172,574$5,172,574
SEACOAST CAPITAL PARTNERS IV LPFMV$366,956$366,956
RIVERSIDE ACCELERATION CAPITAL FUND II LPFMV$745,464$745,464
RBC EMERGING MARKETSFMV$2,732,634$2,732,634
SEACOAST CAPITAL PARTNERS IIIFMV$94,160$94,160
TIFF PRIVATE EQUITY PARTNERS 2009FMV$65,272$65,272
TIFF PRIVATE EQUITY PARTNERS 2007FMV$608,401$608,401
TIFF PRIVATE EQUITY PARTNERS 2008FMV$459,597$459,597
QUINN OPPORTUNITIES OFFSHORE LTDFMV$2,135,986$2,135,986
TIFF PRIVATE EQUITY PARTNERS 2012FMV$2,440,701$2,440,701
TIFF PRIVATE EQUITY PARTNERS 2013FMV$1,307,610$1,307,610
TIFF PRIVATE EQUITY PARTNERS 2014FMV$1,375,653$1,375,653
TIFF PRIVATE EQUITY PARTNERS 2015FMV$3,561,692$3,561,692
TIFF SPECIAL OPPORTUNITIES FUNDFMV$1,006,026$1,006,026
TOPSPIN PARTNERS IIIFMV$1,724,722$1,724,722
VANGUARD SHORT-TERM BOND INDEXFMV$1,809,986$1,809,986
VERDAD JAPAN FUND LPFMV$2,433,987$2,433,987
VISTA CREDIT PARTNERS IIIFMV$1,857,155$1,857,155
STEELHEAD PATHFINDER FUND LTDFMV$2,988,773$2,988,773
PRIVATE ADVISORS SECONDARY FUND VI LPFMV$2,639,863$2,639,863
MCR TEXAS LLCFMV$779,632$779,632
PRIVATE ADVISORS REAL ASSETS FUND IIIFMV$5,498,682$5,498,682
APOLLO EUROPEAN PRINCIPAL FINANCE FUND IIIFMV$632,425$632,425
ARES PRIVATE CREDIT SOLUTIONSFMV$1,681,433$1,681,433
ARKA INDIA FUNDFMV$2,815,846$2,815,846
ARTISAN FUNDS INTL VALUEFMV$7,575,827$7,575,827
ARTISAN FUNDS SM/MID-INVFMV$884,664$884,664
BRIGHTWOOD CAPITAL SBIC II LPFMV$207,671$207,671
BROWN ADVISORY WINSLOWFMV$4,602,571$4,602,571
CARLYLE INTL ENERGY PARTNERS, LPFMV$560,540$560,540
CYPRIUM INVESTORS IV AIV I LPFMV$212,071$212,071
CYPRIUM INVESTORS IV LPFMV$61,452$61,452
CYPRIUM SBIC I LPFMV$286,453$286,453
DELAWARE EMERGING MARKETSFMV$3,027,040$3,027,040
DODGE & COX INCOME FDFMV$3,290,496$3,290,496
DORCHESTER CAPITAL SECONDARIESFMV$1,060,309$1,060,309
PRIVATE ADVISORS SECONDARY FUND V LPFMV$2,068,683$2,068,683
ELLIOTT INTERNATIONAL LIMITEDFMV$8,149,208$8,149,208
HENGISTBURY FUND 2013FMV$6,977,346$6,977,346
HIGH GROUND INVESTMENT MANAGEMENT LLPFMV$1,295,078$1,295,078
HIGHCLERE INTERNATIONALFMV$982,210$982,210
LCP IX OFFSHORE LPFMV$3,506,709$3,506,709
MAKIRA OFFSHORE INVESTORS LTDFMV$11,114,893$11,114,893
MCR HOSPITALITY FUND LPFMV$1,802,108$1,802,108
WCM FOCUSED INTERNATIONAL GROWTH FUNDFMV$3,467,039$3,467,039
NEW CANAAN FUNDING MEZZANINE VI SBIC LPFMV$462,927$462,927
NEW CANAAN FUNDING MEZZANINE VII SBIC LPFMV$1,949,347$1,949,347
PATHSTONE PMA INCFMV$2,753,405$2,753,405
PORTOLAN PILOT LONG ONLY FUND LPFMV$13,797,564$13,797,564
FORWARD VENTURES IV LPFMV$5,239$5,239
ALLIANCEBERNSTEIN S/M VAL-ADFMV$2,065,103$2,065,103
SEACOAST CAPITAL PARTNERS VFMV$300,339$300,339
RIVERSIDE ACCELERATION OPPORTUNITY FUND IIFMV$1,643,717$1,643,717
APOGEM SECONDARY FUND VIIFMV$104,399$104,399

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITDesc
BOY Book Value$27,000BOYBookValueAmt
EOY Book Value$27,000EOYBookValueAmt
EOYFMV$27,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SUPPLIES$1,654$83$0$1,571
TELEPHONE$25,482$1,274$0$24,208
PAYROLL SERVICE$4,484$0$0$0
OTHER$197$17$0$180
STATE FILING FEE$1,500$0$0$1,500
INSURANCE$5,332$0$0$0
POSTAGE$967$48$0$919
LIMITED PARTNERSHIP EXPENSES$0$1,256,340$0$0
LESS: AMOUNT ATTRIBUTABLE TO UBIT$0-$330,814$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER PARTNERSHIP INCOME$4,320,174$1,435,017$0
LESS: AMOUNT ATTRIBUTABLE TO UBIT$0-$610,349$0
OTHER INVESTMENT INCOME$234,988$234,988$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN ON INVESTMENTS$4,122,342
PARTNERSHIPS UNREALIZED GAINS (LOSSES)$3,858,277

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$217,512$217,512$0$0
CUSTODIAL FEES$21,318$21,318$0$0
CONSULTING FEE$37,500$0$0$37,500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN WITHHOLDING TAXES PAID THROUGH PARTNERSHIPS$0$20,462$0$0
STATE UBI TAXES$4,713$4,713$0$0
FEDERAL EXCISE TAX$20,000$0$0$0
LESS: AMOUNT ATTRIBUTED TO UBI$0-$202$0$0
LESS: AMOUNT ATTRIBUTED TO UBI$0-$4,713$0$0