OVERBROOK FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- OVERBROOK FOUNDATION (EIN 13-6088860)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-02
- IRS object ID
- 201623079349100007
- Schema version
- 2015v2.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-02T10:26:23-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 60 East 42nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2126039996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET No 565 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN FOSTER | PersonNm |
| Person Title | PRES./CEO | PersonTitleTxt |
| Phone | 2126039996 | PhoneNum |
| Signature | 2016-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $155,980,628 | 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 | $2,241,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,261,763 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,501,318 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $64,394,663 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,377,029 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $252,067 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $502,742 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,995,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,141,534 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $604,182 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $223,003 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $379,383 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $493,271 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,044 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $486,227 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $325,848 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $37,572 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $293,119 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $46,578 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,268 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $63,057 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,255,356 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,056,797 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $183,559 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,951 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,951 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $153,503 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $98,779 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $141 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $63,175 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $219,281 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $21,928 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $197,736 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $82,443 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $77,443 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100,222 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $103,784 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,379,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,481,092 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,792,699 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,355,257 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,455,257 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,735,067 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,481,092 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,247,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,739,753 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,660,442 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,219,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,874,356 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,874,356 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $67,621 | AcctRcvblAmt |
| Acct Rcvbl EOY | $67,621 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $67,621 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $122,651 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $263,393 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $263,393 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $63,196,327 | CorporateStockBOYAmt |
| Corporate Stock EOY | $72,137,716 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $72,137,716 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $71,352,889 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $59,631,148 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,631,148 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $832,543 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $257,825 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $322,265 | LandBOYAmt |
| Land EOY | $574,718 | LandEOYAmt |
| Land EOYFMV | $574,718 | LandEOYFMVAmt |
| Other Assets BOY | $499,472 | OtherAssetsBOYAmt |
| Other Assets EOY | $431,676 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $431,676 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $167,713,218 | TotalAssetsBOYAmt |
| Total Assets EOY | $155,980,628 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $155,980,628 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $109,305 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $183,985 | AccountsPayableEOYAmt |
| Grants Payable BOY | $760,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,660,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $375,485 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $386,940 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,244,790 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,230,925 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $166,468,428 | UnrestrictedBOYAmt |
| Unrestricted EOY | $153,749,703 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $166,468,428 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $153,749,703 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $167,713,218 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $155,980,628 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $166,468,428 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,739,753 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $159,728,675 | SubtotalAmt |
| Other Decreases | $5,978,972 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $153,749,703 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $60,760,897 | $61,893,345 | -$1,132,448 | -$1,132,448 | |
| CURRENCY GAINS | $450 | $450 | $450 | P | |
| MLP GAINS | $140,097 | $140,097 | $140,097 | P | |
| KRAFT DIVIDEND ADJUSTMENT | $21,989 | $21,989 | $21,989 | P | |
| ALTERNATIVE INVESTMENTS | $3,471,230 | $3,471,230 | $3,471,230 | P | |
| SUBJECT TO UBIT | $124,289 | -$124,289 | -$124,289 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,377,029 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,972,378 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $179,422,974 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044433 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,812,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $150,364,394 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045309 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,215,975 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $134,211,534 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053766 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,530,922 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $128,628,988 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058548 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,313,409 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $123,092,385 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067538 | DistributionYr5Rt |
| Total Distribution | 0.269594 | TotalDistributionRt |
| Average Distribution | 0.053919 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $162,761,022 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,775,912 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26,604 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,802,516 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,563,584 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,209 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53,209 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53,209 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $157,050 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $157,050 | TotalPaymentsAndCreditsAmt |
| Overpayment | $103,841 | OverpaymentAmt |
| Applied To ES Tax | $103,841 | 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 | 60 EAST 42ND STREET No 565 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|---|
| EMILY ALTSCHUL-MILLER | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | VICE-CHAIR/SECRETARY | 1.00 | $0 | $0 | $0 |
| FRANCES LABAREE | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT GRAHAM JR | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR EMERITUS | 1.00 | $0 | $0 | $0 |
| ARTHUR ALTSCHUL JR SINCE 11-3-15 | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN ALTSCHUL | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| COOPER COX UNTIL 11-3-15 | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLES ALTSCHUL | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH LINDEMANN | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLYN COLE | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | V-CHAIR/TREAS TO 11-3; CHAIR 11/3 | 15.00 | $0 | $0 | $0 |
| KATHYRN GRAHAM | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AARON LABAREE | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | V-CHAIR/TREAS FROM 11-3; CHAIR TO 11/3 | 2.00 | $0 | $0 | $0 |
| DINORAH MATIAS-MELENDEZ | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ISAIAH OROZCO | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN FOSTER | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | PRESIDENT & CEO | 40.00 | $333,207 | $54,981 | $0 |
| MARY GRECCO | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | ASST SECRETARY & CFO | 40.00 | $270,975 | $43,209 | $0 |
| JULIE GRAHAM | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | DIRECTOR | 1.00 | $0 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL KATZ | ||||||||
| C/O ORGANIZATION 60 E 42ND STREET | NEW YORK | NY | 10165 | SENIOR PROGRAM OFFIC | 35.00 | $212,458 | $58,504 | $0 |
| SAMANTHA HARVEY | ||||||||
| C/O ORGANIZATION 60 E 42ND STREET | NEW YORK | NY | 10165 | PROGRAM ASSOCIATE | 35.00 | $89,500 | $35,531 | $0 |
| SARAH ABELOW | ||||||||
| C/O ORGANIZATION 60 E 42ND STREET | NEW YORK | NY | 10165 | PROGRAM ASSOCIATE | 35.00 | $70,500 | $20,892 | $0 |
| NIKOLE LAVELLE | ||||||||
| C/O ORGANIZATION 60 E 42ND STREET | NEW YORK | NY | 10165 | ASST GRANTS MANAGER | 35.00 | $70,437 | $18,011 | $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 | $1,147,489 |
| SANDTON CREDIT SOLUTIONS ON SHORE FUND III | |||||
| 16 WEST 46TH STREET | NEW YORK | NY | 10036 | INVESTMENT MANAGEMENT | $175,340 |
| GREENHAVEN ASSOCIATES INC | |||||
| 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | INVESTMENT MANAGEMENT | $131,939 |
| STABILIS FUND III | |||||
| 767 FIFTH AVENUE | NEW YORK | NY | 10153 | INVESTMENT MANAGEMENT | $117,632 |
| NEPC LLC | |||||
| 255 STATE STREET | BOSTON | MA | 02109 | INVESTMENT CONSULTING | $102,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | 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 | $141,267,866 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,506,176 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $465,574 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $165,239,616 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $165,239,616 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,478,594 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $162,761,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,138,051 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,138,051 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,209 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,209 | TotalTaxAmt |
| Distributable Before Adj | $8,084,842 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,084,842 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,084,842 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,247,956 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $315,628 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $8,563,584 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,563,584 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,084,842 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,204,236 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,272,767 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $825,575 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $4,302,578 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,563,584 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,084,842 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $478,742 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,781,320 | 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 | $2,204,236 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,577,084 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,272,767 | ExcessFromYear4Amt |
| Excess From Year3 | $825,575 | ExcessFromYear3Amt |
| Excess From Current Year | $478,742 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (166 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 350org | ||||||||||||
| 20 Jay Street Suite 732 | Brooklyn | NY | 11201 | PC | General Operating Support | $40,000 | ||||||
| Abingdon Square Conservancy | ||||||||||||
| 302A W 12th St 113 | New York | NY | 10014 | PC | General Operating Support | $500 | ||||||
| Advocates for Youth | ||||||||||||
| 2000 M Street NW Suite 750 | Washington | DC | 200363353 | PC | Promoting the Reproductive Justice Perspective through Youth Mobilization and Engagement | $40,000 | ||||||
| Ali Forney Center | ||||||||||||
| 224 West 35th Street 1500 | New York | NY | 10001 | PC | General Operating Support | $500 | ||||||
| ALIGN | ||||||||||||
| 50 Broadway 29th Floor | New York | NY | 10004 | PC | Transform Don't Trash NYC | $30,000 | ||||||
| Alliance for Climate Education (ACE) | ||||||||||||
| 4696 Broadway Suite 2 | Boulder | CO | 80304 | PC | General Operating Support | $65,000 | ||||||
| Amazon Conservation Team | ||||||||||||
| 4211 N Fairfax Drive | Arlington | VA | 22203 | PC | General Operating Support | $1,500 | ||||||
| Amazon Watch | ||||||||||||
| 2201 Broadway 508 | Oakland | CA | 94612 | PC | Sacred Headwaters Campaign | $50,000 | ||||||
| American Civil Liberties Union Foundation | ||||||||||||
| 125 Broad Street 18th Floor | New York | NY | 100042400 | PC | ACLU Human Rights Program | $60,000 | ||||||
| American Civil Liberties Union Foundation | ||||||||||||
| 125 Broad Street 18th Floor | New York | NY | 100042400 | PC | Religious Refusals Communication Hub | $50,000 | ||||||
| American Civil Liberties Union Foundation | ||||||||||||
| 125 Broad Street 18th Floor | New York | NY | 100042400 | PC | General Operating Support | $500 | ||||||
| American Jewish World Service (AJWS) | ||||||||||||
| 45 West 36th Street 11th Floor | New York | NY | 10018 | PC | Promoting Human Rights for Marginalized People in Mesoamerica, with a Special Focus on Human Rights Defenders | $50,000 | ||||||
| American Sustainable Business Institute | ||||||||||||
| 1401 New York Avenue NW Suite 1225 | Washington | DC | 20005 | PC | Building a Business Movement for Sustainable Development, Climate Action, Clean Energy, Safer Chemicals, and Clean Water | $25,000 | ||||||
| As You Sow Foundation | ||||||||||||
| 1611 Telegraph Ave Suite 1450 | Oakland | CA | 94612 | PC | Consumer Packaging and Electronic Waste | $35,000 | ||||||
| Asian Pacific Environmental Network | ||||||||||||
| 426 17th Street Suite 500 | Oakland | CA | 94612 | PC | on behalf of Miya Yoshitani in appreciation for her Participation in a Movement Building presentation made at the Foundation's June Board meeting. | $500 | ||||||
| Barnard College | ||||||||||||
| Columbia University 3009 Broadway | New York | NY | 100276598 | PC | General Operating Support | $2,500 | ||||||
| Behind the Book | ||||||||||||
| 216 W 135th St | New York | NY | 10030 | PC | General Operating Support | $500 | ||||||
| Brennan Center for Justice | ||||||||||||
| 161 Avenue Of The Americas 12th | New York | NY | 10013 | PC | General Operating Support | $100,000 | Floor | |||||
| Brookline Community Foundation | ||||||||||||
| 40 Webster Place | Brookline | MA | 02445 | PC | General Operating Support | $5,000 | ||||||
| Building Equity & Alignment Initiative | ||||||||||||
| 60 East 42nd St Suite 565 | New York | NY | 10165 | PC | General Operating Support | $210,000 | ||||||
| Cathedral School of St John the Divine | ||||||||||||
| 1047 Amsterdam Avenue | New York | NY | 10025 | PC | The Annual Fund | $6,000 | ||||||
| Catskill Mountainkeeper Inc | ||||||||||||
| PO Box 1000 | Livingston Manor | NY | 12758 | PC | Extreme Energy Extraction Collaboration Summit | $25,000 | ||||||
| Cattrap Nantucket | ||||||||||||
| PO Box 3225 | Nantucket | MA | 02584 | PC | General Operating Support | $500 | ||||||
| Cattrap Nantucket | ||||||||||||
| PO Box 3225 | Nantucket | MA | 02584 | PC | General Operating Support | $500 | ||||||
| Center for Justice and International Law | ||||||||||||
| 1630 Connecticut Ave NW Suite 401 | Washington | DC | 20009 | PC | General Operating Support | $40,000 | ||||||
| Center for Reproductive Rights | ||||||||||||
| 199 Water Street 22 Floor | New York | NY | 10038 | PC | General Operating Support | $40,000 | ||||||
| Center for Story-Based Strategy | ||||||||||||
| 654 13th Street 2 | Oakland | CA | 94612 | PC | General Operating Support | $30,000 | ||||||
| Civil Liberties and Public Policy ProgramHampshire College | ||||||||||||
| 893 West Street | Amherst | MA | 010025001 | PC | General Operating Support | $30,000 | ||||||
| Climate Justice Alliance Our Power Campaign | ||||||||||||
| 436 14th St 5th Fl | Oakland | CA | 94612 | PC | General Operating Support | $50,000 | ||||||
| Coming Clean Inc | ||||||||||||
| 28 Vernon Street Suite 434 | Brattleboro | VT | 05301 | PC | Campaign for Healthier Solutions | $25,000 | ||||||
| Committee to Protect Journalists | ||||||||||||
| 330 Seventh Avenue 11th Floor | New York | NY | 10001 | PC | General Operating Support - Press Freedom in the Americas | $25,000 | ||||||
| Community Funds Inc | ||||||||||||
| 909 Third Avenue | New York | NY | 10022 | PC | Initial 2015 Funding | $764,402 | ||||||
| Community Funds Inc | ||||||||||||
| 909 Third Avenue | New York | NY | 10022 | PC | Second 2015 Funding | $403,217 | ||||||
| Community Funds Inc | ||||||||||||
| 909 Third Avenue | New York | NY | 10022 | PC | July 2015 Funding | $344,566 | ||||||
| Community Funds Inc | ||||||||||||
| 909 Third Avenue | New York | NY | 10022 | PC | October 2015 Funding | $183,517 | ||||||
| CoreAlign | ||||||||||||
| University of California Regents | Oakland | CA | 94612 | PC | General Operating Support | $40,000 | 1330 Broadway Suite 1100 | |||||
| Corporate Accountability International | ||||||||||||
| 10 Milk Street Suite 610 | Boston | MA | 02108 | PC | Real Food Media Project | $25,000 | ||||||
| Democracy Now | ||||||||||||
| 207 W 25th St Floor 11 | New York | NY | 10001 | PC | General Operating Support | $500 | ||||||
| Demos A Network for Ideas & Action | ||||||||||||
| 220 5th Avenue 2nd Floor | New York | NY | 10001 | PC | Movement Building with the New American Demos: To Get Big Money Out of Politics and Enshrine the Freedom to Vote | $75,000 | ||||||
| Demos A Network for Ideas & Action | ||||||||||||
| 220 5th Avenue 2nd Floor | New York | NY | 10001 | PC | Building Movement Project | $500 | ||||||
| Disability Rights International | ||||||||||||
| 1666 Connecticut Ave NW Suite 325 | Washington | DC | 20009 | PC | Women's Rights Advocacy Initiative: Mexico & Guatemala | $50,000 | ||||||
| Dogwood Alliance | ||||||||||||
| PO Box 7645 | Asheville | NC | 28802 | PC | The Paper Campaign | $20,000 | ||||||
| EARTHWORKS | ||||||||||||
| 1612 K Street NW Suite 808 | Washington | DC | 20006 | PC | Protecting Ecosystems and Communities from Dirty Mining | $35,000 | ||||||
| EDGE Funders Alliance | ||||||||||||
| 60 29th Street 599 | San Francisco | CA | 94110 | PC | Just Transition Collaborative | $25,000 | ||||||
| Environmental Defender Law Center | ||||||||||||
| 407 W Koch Street | Bozeman | MT | 59715 | PC | General Operating Support | $50,000 | ||||||
| Environmental Grantmakers Association | ||||||||||||
| 475 Riverside Drive Suite 960 | New York | NY | 10115 | PC | 2015 Membership | $8,957 | ||||||
| Environmental Investigation Agency | ||||||||||||
| PO Box 53343 | Washington | DC | 20009 | PC | General Operating Support | $55,000 | ||||||
| Environmental Investigation Agency | ||||||||||||
| PO Box 53343 | Washington | DC | 20009 | PC | Elephant conservation anywhere, & for coordinated work with the Sakamoto Tiger and Elephant Fund for elephant conservation | $12,500 | ||||||
| Environmental Paper Network | ||||||||||||
| 16 Eagle Street Suite 200 | Asheville | NC | 28801 | PC | General Operating Support | $25,000 | ||||||
| FIPPOA Charitalble Foundation | ||||||||||||
| PO BOX 5305 | Fire Island Pines | NY | 11782 | PC | General Operating Support | $500 | ||||||
| Food Tank | ||||||||||||
| 317 Royal Street | New Orleans | LA | 70130 | PC | General Operating Support | $20,000 | ||||||
| ForestEthics | ||||||||||||
| 601 W Chestnut Building A | San Francisco | CA | 98225 | PC | General Operating Support | $50,000 | ||||||
| Forward Together | ||||||||||||
| 1440 Broadway Suite 301 | Oakland | CA | 94612 | PC | General Operating Support | $35,000 | ||||||
| Forward Together | ||||||||||||
| 1440 Broadway Suite 301 | Oakland | CA | 94612 | PC | Future Forward | $20,000 | ||||||
| Free Speech For People | ||||||||||||
| 48 North Pleasant St Suite 304 | Amherst | MA | 01002 | PC | General Operating Support | $50,000 | ||||||
| Freedom To Marry | ||||||||||||
| 155 West 19th Street 2nd Floor | New York | NY | 10011 | PC | General Operating Support | $50,000 | ||||||
| Front Line-International Foundation for the Protection of Human Rights Defe | ||||||||||||
| C/O American Ireland Fund 345 Park | New York | NY | 10154 | PC | Protection of Latin American Human Rights Defenders | $50,000 | Avenue 17th Fl | |||||
| Front Line-International Foundation for the Protection of Human Rights Defe | ||||||||||||
| C/O American Ireland Fund 345 Park | New York | NY | 10154 | PC | Protection of Latin American Human Rights Defenders | $50,000 | Avenue 17th Fl | |||||
| Fundacion Cordillera Tropical | ||||||||||||
| NC | Threat detection and habitat conservation in Ecuador's Sangay National Park | $35,000 | Jaime Roldos 4-80 y Huayna Capac | Edificio El Consorcio Oficina 412 | Cuenca | EC | ||||||
| Funders Network on Population Reproductive Health and Rights | ||||||||||||
| PO Box 750 | Rockville | MD | 20848 | PC | Rockwood Fellowship for Leaders in Reproductive Health, Rights and Justice | $20,000 | ||||||
| Gay Men's Health Crisis Inc | ||||||||||||
| 446 West 33rd Street | New York | NY | 100012601 | PC | General Operating Support | $550 | ||||||
| Global Alliance for Incinerator Alternatives - GAIA | ||||||||||||
| 1958 University Avenue | Berkeley | CA | 94704 | PC | General Operating Support for GAIA's U.S. & Canada Program, $15,000 is to directly support the organizing efforts of Ananda Lee Tan | $50,000 | ||||||
| GLSEN Inc | ||||||||||||
| 110 William St | New York | NY | 10038 | PC | General Operating Support | $500 | ||||||
| Grassroots Global Justice Alliance | ||||||||||||
| PO Box 610663 | North Miami | FL | 332610663 | PC | Support of bringing grassroots representatives from smaller U.S. environmental groups as a part of the It Takes Roots to Weather the Storm delegation to Paris COP21 | $50,000 | ||||||
| Grassroots Global Justice Alliance | ||||||||||||
| PO Box 610663 | North Miami | FL | 332610663 | PC | General Operating Support | $50,000 | ||||||
| Grist Magazine Inc | ||||||||||||
| 710 Second Avenue Suite 860 | Seattle | WA | 98104 | PC | General Operating Support | $40,000 | ||||||
| Groundswell | ||||||||||||
| 1156 15th Street NW Suite 840 | Washington | DC | 20005 | PC | General Operating Support | $40,000 | ||||||
| Groundswell Fund | ||||||||||||
| 436 14th Street Suite 723 | Oakland | CA | 94612 | PC | General Operating Support | $75,000 | ||||||
| Groundswell Fund | ||||||||||||
| 436 14th Street Suite 723 | Oakland | CA | 94612 | PC | General Operating Support | $250 | ||||||
| Guiding Eyes for the Blind | ||||||||||||
| 611 Granite Springs Road | Yorktown Heights | NY | 10598 | PC | General Operating Support | $3,000 | ||||||
| Gulf Coast Center for Law & Policy | ||||||||||||
| 620 Oak Harbor Blvd Ste 203 | Slidell | LA | 70458 | PC | General Operating Support | $20,000 | ||||||
| Health Care Without Harm | ||||||||||||
| 12355 Sunrise Valley Drive Suite | Reston | VA | 20191 | PC | General Operating Support | $50,000 | 680 | |||||
| Hetrick-Martin Institute Inc | ||||||||||||
| 2 Astor Place | New York | NY | 10003 | PC | General Operating Support | $500 | ||||||
| In Our Backyards (iobyorg) | ||||||||||||
| 540 President Street 3rd Floor | Brooklyn | NY | 11211 | PC | General Operating Support | $50,000 | ||||||
| Indian Law Resource Center | ||||||||||||
| 602 North Ewing Street | Helena | MT | 59601 | PC | Protecting Maya Q'eqchi' Land and Resource Rights in Guatemala | $35,000 | ||||||
| Innocence Project Inc | ||||||||||||
| 40 Worth Street Suite 701 | New York | NY | 10013 | PC | General Operating Support: Uniting Science and Law on Behalf of Justice | $40,000 | ||||||
| International Fund for Animal Welfare | ||||||||||||
| 290 Summer Street | Yarmouth Port | MA | 026751734 | PC | General Operating Support | $15,000 | ||||||
| International Planned Parenthood Federation | ||||||||||||
| Western Hemisphere Region 125 | New York | NY | 10038 | PC | General Operating Support | $40,000 | Maiden Lane 9th Floor | |||||
| International Rescue Committee | ||||||||||||
| 122 East 42nd Street 12th Floor | New York | NY | 10168 | PC | General Operating Support | $200 | ||||||
| Island Press | ||||||||||||
| 2000 M Street NW Suite 650 | Washington | DC | 20036 | PC | General Operating Support | $20,000 | ||||||
| Just Associates Inc | ||||||||||||
| 2040 S Street NW 3rd Floor | Washington | DC | 20009 | PC | Mesoamerican Women Human Rights Defenders Initiative | $40,000 | ||||||
| Just Vision Inc | ||||||||||||
| 1616 P St NW Suite 340 | Washington | DC | 20036 | PC | General Operating Support | $250 | ||||||
| JustLeadershipUSA | ||||||||||||
| 112 West 34th Street Suite 2104 | New York | NY | 10120 | PC | General Operating Support | $1,068 | ||||||
| Lambda Legal Defense & Education Fund | ||||||||||||
| 120 Wall Street 19th Floor | New York | NY | 100053904 | PC | Marriage Equality Project | $60,000 | ||||||
| Lambda Legal Defense & Education Fund | ||||||||||||
| 120 Wall Street 19th Floor | New York | NY | 100053904 | PC | General Operating Support | $500 | ||||||
| Legal Aid Society of Palm Beach County | ||||||||||||
| 423 Fern Street Suite 200 | West Palm Beach | FL | 33401 | PC | Elders on the Edge | $2,500 | ||||||
| Lifetime Arts | ||||||||||||
| 81 Centre Avenue Suite 307 | New Rochelle | NY | 10801 | PC | General Operating Support | $250 | ||||||
| Little Mountain Rescue | ||||||||||||
| P O Box 129 | Eupora | MS | 39744 | PC | General Operating Support | $500 | ||||||
| Maret School | ||||||||||||
| 3000 Cathedral Avenue NW | Washington | DC | 20008 | PC | General Operating Support | $5,160 | ||||||
| Mercy Corps | ||||||||||||
| PO Box 2669 Dept W | Portland | OR | 972082669 | PC | General Operating Support | $200 | ||||||
| Mongabay Org Corp | ||||||||||||
| 37 W Summit Dr | Emerald Hills | CA | 94062 | PC | Mongabay: Latin America | $75,000 | ||||||
| Move NY | ||||||||||||
| 64 Fulton Street Suite 603 | New York | NY | 10038 | PC | General Operating Support | $20,000 | ||||||
| Nantucket Safe Harbor for Animals | ||||||||||||
| PO Box 2844 | Nantucket | MA | 02584 | PC | Promises to Pets | $3,700 | ||||||
| National Advocates for Pregnant Women | ||||||||||||
| 875 6th Avenue Suite 1807 | New York | NY | 10001 | PC | General Operating Support | $50,000 | ||||||
| National Asian Pacific American Women's Forum | ||||||||||||
| 68 Jay St Suite 201 | Brooklyn | NY | 11201 | PC | General Operating Support | $30,000 | ||||||
| National Center for Family Philanthropy | ||||||||||||
| 1667 K St NW 550 | Washington | DC | 20006 | PC | 2015 Membership | $2,400 | ||||||
| National Economic & Social Rights Initiative | ||||||||||||
| 90 John Street Suite 308 | New York | NY | 10038 | PC | General Operating Support | $50,000 | ||||||
| National Employment Law Project | ||||||||||||
| 75 Maiden Lane Suite 601 | New York | NY | 10038 | PC | General Operating Support | $4,000 | ||||||
| Natural Resources Defense Council | ||||||||||||
| 40 West 20th Street | New York | NY | 10011 | PC | Addressing Climate Change, Community Engagement and National Solid Waste | $65,000 | ||||||
| Nature and Culture International | ||||||||||||
| 1400 Maiden Lane | Del Mar | CA | 92014 | PC | Expanding Ecuador's Ecosystem Service Payment Program within Ecuador and to Neighboring Countries | $40,000 | ||||||
| NEO Philanthropy | ||||||||||||
| 45 West 36th Street 6th Floor | New York | NY | 10018 | PC | The Sunrise Initiative for Human Rights in the U.S. | $150,000 | ||||||
| NEO Philanthropy | ||||||||||||
| 45 West 36th Street 6th Floor | New York | NY | 10018 | PC | Religious Liberty and Equality Project | $25,000 | ||||||
| New Economy Coalition | ||||||||||||
| 89 South Street Suite 406 | Boston | MA | 02111 | PC | General Operating Support | $5,000 | ||||||
| New Venture Fund | ||||||||||||
| 1201 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | Food Waste Reduction Project | $50,000 | 300 | |||||
| New York City Anti-Violence Project | ||||||||||||
| 116 Nassau Street 3rd Floor | New York | NY | 10038 | PC | General Operating Support | $500 | ||||||
| New York Civil Liberties Union Foundation | ||||||||||||
| 125 Broad Street 19th Floor | New York | NY | 10004 | PC | General Operating Support | $35,000 | ||||||
| New York Harbor Foundation | ||||||||||||
| 10 South Street Slip 7 | New York | NY | 10004 | PC | Billion Oyster Project | $35,000 | ||||||
| New York Public Radio | ||||||||||||
| 160 Varick Street | New York | NY | 10013 | PC | On the Media | $50,000 | ||||||
| New York Public Radio | ||||||||||||
| 160 Varick Street | New York | NY | 10013 | PC | General Operating Support | $1,000 | ||||||
| North Star Fund | ||||||||||||
| 520 Eighth Avenue Suite 2203 | New York | NY | 100186656 | PC | Let Us Breathe Fund | $300 | ||||||
| North Star Fund | ||||||||||||
| 520 Eighth Avenue Suite 2203 | New York | NY | 100186656 | PC | General Operating Support | $500 | ||||||
| Not An Alternative Inc | ||||||||||||
| 143 Newell Street | Brooklyn | NY | 11222 | PC | The Natural Museum Project | $1,500 | ||||||
| Not An Alternative Inc | ||||||||||||
| 143 Newell Street | Brooklyn | NY | 11222 | PC | The Natural Museum Project | $20,000 | ||||||
| Not An Alternative Inc | ||||||||||||
| 143 Newell Street | Brooklyn | NY | 11222 | PC | The Natural History Museum | $20,000 | ||||||
| OutRight Action International | ||||||||||||
| 80 Maiden Lane Suite 1505 | New York | NY | 10038 | PC | General Operating Support | $30,000 | ||||||
| Peace Brigades International - USA | ||||||||||||
| PO Box 75880 | Washington | DC | 20013 | PC | Providing Protective Accompaniment Support to Human Rights Defenders in Latin America | $40,000 | ||||||
| Philanthropy New York | ||||||||||||
| 1500 Broadway 7th Floor | New York | NY | 10036 | PC | Philanthropy New York Fund for 2025 | $25,000 | ||||||
| Philanthropy New York | ||||||||||||
| 1500 Broadway 7th Floor | New York | NY | 10036 | PC | 2015 Membership | $11,050 | ||||||
| Philanthropy New York | ||||||||||||
| 1500 Broadway 7th Floor | New York | NY | 10036 | PC | General Operating Support | $500 | ||||||
| Piper Fund | ||||||||||||
| 15 Research Dr Suite B | Amherst | MA | 01002 | PC | Collaborative Communications Initiative | $75,000 | ||||||
| Project Drawdown | ||||||||||||
| 27 Gate Five Rd | Sausalito | CA | 94965 | PC | General Operating Support | $75,000 | ||||||
| Proteus Fund Inc | ||||||||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | PC | Civil Marriage Collaborative | $125,000 | ||||||
| Proteus Fund Inc | ||||||||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | PC | 2015 Membership | $1,500 | ||||||
| Provincetown Film Society | ||||||||||||
| PO Box 605 | Provincetown | MA | 02657 | PC | General Operating Support | $500 | ||||||
| Public Citizen Foundation Inc | ||||||||||||
| 1600 20th Street NW | Washington | DC | 20009 | PC | Making Corporations Accountable and Transparent in Campaign Spending | $50,000 | ||||||
| Rainforest Action Network | ||||||||||||
| 425 Bush St Ste 300 | San Francisco | CA | 94108 | PC | General Operating Support | $40,000 | ||||||
| Rainforest Alliance | ||||||||||||
| 233 Broadway 28th Floor | New York | NY | 10279 | PC | General Operating Support | $12,750 | ||||||
| Ready for Reading | ||||||||||||
| PO Box 270 | Old Greenwich | CT | 06870 | PC | General Operating Support | $2,500 | ||||||
| RepresentUs Education Fund | ||||||||||||
| PO Box 60008 | Florence | MA | 01062 | PC | General Operating Support | $75,000 | ||||||
| Restaurant Opportunities Centers United | ||||||||||||
| 275 Seventh Ave Suite 1703 | New York | NY | 10001 | PC | It's Our Time Cohort: Multi-sectoral Movement-Building | $25,000 | ||||||
| Root Capital | ||||||||||||
| 955 Massachusetts Avenue 5th Floor | Cambridge | MA | 02139 | PC | General operating support for activities in Ecuador, Mexico, and Nicaragua | $55,000 | ||||||
| Solitary Watch | ||||||||||||
| PO Box 11374 | Washington | DC | 20008 | PC | General Operating Support | $25,000 | ||||||
| South Africa Partners | ||||||||||||
| 89 South Street Suite 701 | Boston | MA | 02111 | PC | Ububele Psychotherapy Resource and Training Center | $6,000 | ||||||
| Spence School | ||||||||||||
| 22 East 91st Street | New York | NY | 101280657 | PC | Annual Fund | $5,000 | ||||||
| St Stephen's School | ||||||||||||
| American Office 15 Gramercy Park | New York | NY | 10003 | PC | General Operating Support | $2,580 | South | |||||
| The Foundation Center | ||||||||||||
| 79 Fifth Avenue | New York | NY | 10003 | PC | General Operating Support | $5,000 | ||||||
| The Lesbian Gay Bisexual & Transgender Community Center | ||||||||||||
| 208 West 13th Street | New York | NY | 10011 | PC | New York City Aids Memorial Park | $500 | ||||||
| The Nantucket Conservation Foundation | ||||||||||||
| Post Office Box 13 | Nantucket | MA | 02554 | PC | General Operating Support | $500 | ||||||
| The New Press | ||||||||||||
| 120 Wall Street 31st Floor | New York | NY | 10005 | PC | For Books Related to Money in Politics | $35,000 | ||||||
| The Stephen Gaynor School | ||||||||||||
| 148 W 90th Street | New York | NY | 10024 | PC | The Annual Fund | $6,000 | ||||||
| The Story of Stuff Project | ||||||||||||
| 1442A Walnut Street 272 | Berkeley | CA | 94709 | PC | $40,000 for General Operating Support & $25,000 for Catalog Choice | $65,000 | ||||||
| The University of Oklahoma Women's and Gender Studies Program Center for So | ||||||||||||
| 731 Elm Avenue Robertson Hall 103 | Norman | OK | 73019 | PC | Take Root: Red State Perspectives on Reproductive Justice 2016 Conference | $10,000 | ||||||
| The Wildfire Project | ||||||||||||
| 325 Hancock St Apt 4 | Brooklyn | NY | 11216 | PC | General Operating Support | $30,000 | ||||||
| Third Wave Fund | ||||||||||||
| PO Box 1159 | Brooklyn | NY | 11238 | PC | General Operating Support | $40,000 | ||||||
| Third Wave Fund | ||||||||||||
| PO Box 1159 | Brooklyn | NY | 11238 | PC | General Operating Support | $500 | ||||||
| US Green Building Council New York Chapter | ||||||||||||
| 20 Broad Street Suite 709 | New York | NY | 10005 | PC | General Operating Support | $40,000 | ||||||
| UPROSE | ||||||||||||
| 166A 22nd Street | Brooklyn | NY | 11232 | PC | General Operating Support | $30,000 | ||||||
| Urban Justice Center | ||||||||||||
| 40 Rector Street 9th Floor | New York | NY | 10006 | PC | General Operating Support for the Human Rights Project | $30,000 | ||||||
| Urban Justice Center | ||||||||||||
| 40 Rector Street 9th Floor | New York | NY | 10006 | PC | General Operating Support | $890 | ||||||
| URGE | ||||||||||||
| 1317 F St NW Suite 501 | Washington | DC | 20004 | PC | General Operating Support | $35,000 | ||||||
| US Human Rights Network | ||||||||||||
| 250 Georgia Avenue Suite 330 | Atlanta | GA | 30312 | PC | General Operating Support | $40,000 | ||||||
| Walnut Hills High School Alumni Foundation | ||||||||||||
| 3250 Victory Parkway | Cincinnati | OH | 45207 | PC | General Operating Support | $1,000 | ||||||
| Western New York Environmental Alliance | ||||||||||||
| 424 Main Street | Buffalo | NY | 14202 | PC | General Operating Support | $50,000 | ||||||
| Western States Center | ||||||||||||
| PO Box 40305 | Portland | OR | 972400305 | PC | General Operating Support | $40,000 | ||||||
| Wildlife Conservation Network | ||||||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | PC | Save the Elephants | $10,000 | ||||||
| Wildlife Conservation Network | ||||||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | PC | Elephant Crisis Fund | $10,000 | ||||||
| Wildlife Conservation Society (WCS) | ||||||||||||
| 2300 Southern Boulevard | Bronx | NY | 10460 | PC | Addressing Wildlife Trafficking at Multiple Scales: Ecuador and the Latin America Region | $50,000 | ||||||
| Wildlife Conservation Society (WCS) | ||||||||||||
| 2300 Southern Boulevard | Bronx | NY | 10460 | PC | To support the work in elephant conservation taking place in Yankari NP/Game Reserve in Nigeria. | $12,500 | ||||||
| William Marsh Rice University | ||||||||||||
| PO Box 1892 | Houston | WA | 772511892 | PC | General Operating Support | $2,500 | ||||||
| WITNESS | ||||||||||||
| 80 Hanson Place 5th Floor | Brooklyn | NY | 11217 | PC | General Operating Support - Latin America | $71,000 | ||||||
| Women's Link Worldwide | ||||||||||||
| 1958 Plymouth Street Suite 416 | Brooklyn | NY | 11201 | PC | General Operating Support | $20,000 | ||||||
| Youth Represent | ||||||||||||
| 11 Park Pl | New York | NY | 10007 | PC | General Operating Support | $1,000 | ||||||
| Grupo Ecologico Sierra Gorda IAP | ||||||||||||
| NC | Strategies for replication to conserve the bio-capacity of the Sierra Gorda Biosphere Reserve | $25,000 | Av LaPresa S/N Barrio El Panteon | Jalpan de Serra | MX | 76340 | ||||||
| Pronatura Noreste AC | ||||||||||||
| NC | Installation of a nature center for the Cabo Pulmo National Park region | $50,000 | Calle Decima No 60 | Ensenada | MX | 22800 | ||||||
| Sustainable Agriculture Network | ||||||||||||
| NC | General Operating Support | $60,000 | Del Servicentro La Galera 100 | metros norte | Curridibat | CS | ||||||
| Urgent Action Fund of Latin America for Women's Human Rights | ||||||||||||
| NC | General Operating Support | $40,000 | Carrera 27A No 40A-68 Piso 2 | Bogota | CO | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,455,257 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALIGN | |||||||
| 50 Broadway 29th Floor | New York | NY | 10004 | PC | Transform Don't Trash NYC | $30,000 | |
| Alliance for Climate Education (ACE) | |||||||
| 4696 Broadway Suite 2 | Boulder | CO | 80304 | PC | General Operating Support | $65,000 | |
| Amazon Watch | |||||||
| 2201 Broadway 508 | Oakland | CA | 94612 | PC | Sacred Headwaters Campaign | $50,000 | |
| American Jewish World Service (AJWS) | |||||||
| 45 West 36th Street 11th Floor | New York | NY | 10018 | PC | Promoting Human Rights for Marginalized People in Mesoamerica, with a Special Focus on Human Rights Defenders | $100,000 | |
| Brennan Center for Justice | |||||||
| 161 Avenue Of The Americas 12th | New York | NY | 10013 | PC | General Operating Support | $100,000 | Floor |
| Building Equity & Alignment Initiative | |||||||
| 60 East 42nd St Suite 565 | New York | NY | 10165 | PC | General Operating Support | $420,000 | |
| Center for Justice and International Law | |||||||
| 1630 Connecticut Ave NW Suite 401 | Washington | DC | 20009 | PC | General Operating Support | $40,000 | |
| CoreAlign | |||||||
| University of California Regents | Oakland | CA | 94612 | PC | General Operating Support | $40,000 | 1330 Broadway Suite 1100 |
| Disability Rights International | |||||||
| 1666 Connecticut Ave NW Suite 325 | Washington | DC | 20009 | PC | Women's Rights Advocacy Initiative: Mexico & Guatemala | $50,000 | |
| Environmental Paper Network | |||||||
| 16 Eagle Street Suite 200 | Asheville | NC | 28801 | PC | General Operating Support | $25,000 | |
| Front Line-International Foundation for the Protection of Human Rights Defe | |||||||
| C/O American Ireland Fund 345 Park | New York | NY | 10154 | PC | Protection of Latin American Human Rights Defenders | $100,000 | Avenue 17th Fl |
| Funders Network on Population Reproductive Health and Rights | |||||||
| PO Box 750 | Rockville | MD | 20848 | PC | Rockwood Fellowship for Leaders in Reproductive Health, Rights and Justice | $40,000 | |
| Groundswell Fund | |||||||
| 436 14th Street Suite 723 | Oakland | CA | 94612 | PC | General Operating Support | $150,000 | |
| National Advocates for Pregnant Women | |||||||
| 875 6th Avenue Suite 1807 | New York | NY | 10001 | PC | General Operating Support | $60,000 | |
| Natural Resources Defense Council | |||||||
| 40 West 20th Street | New York | NY | 10011 | PC | Addressing Climate Change, Community Engagement and National Solid Waste | $65,000 | |
| Root Capital | |||||||
| 955 Massachusetts Avenue 5th Floor | Cambridge | MA | 02139 | PC | General operating support for activities in Ecuador, Mexico, and Nicaragua | $55,000 | |
| The New Press | |||||||
| 120 Wall Street 31st Floor | New York | NY | 10005 | PC | For Books Related to Money in Politics | $35,000 | |
| US Green Building Council New York Chapter | |||||||
| 20 Broad Street Suite 709 | New York | NY | 10005 | PC | General Operating Support | $40,000 | |
| URGE | |||||||
| 1317 F St NW Suite 501 | Washington | DC | 20004 | PC | General Operating Support | $35,000 | |
| Western States Center | |||||||
| PO Box 40305 | Portland | OR | 972400305 | PC | General Operating Support | $40,000 | |
| Wildlife Conservation Society (WCS) | |||||||
| 2300 Southern Boulevard | Bronx | NY | 10460 | PC | Addressing Wildlife Trafficking at Multiple Scales: Ecuador and the Latin America Region | $50,000 | |
| WITNESS | |||||||
| 80 Hanson Place 5th Floor | Brooklyn | NY | 11217 | PC | General Operating Support - Latin America | $50,000 | |
| Women's Link Worldwide | |||||||
| 1958 Plymouth Street Suite 416 | Brooklyn | NY | 11201 | PC | General Operating Support | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,660,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,241,929 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $87,594 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $124,289 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,377,029 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$250,675 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $415,148 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$126,386 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,121,700 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,995,314 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OWEN FLANAGAN CPA'S - AUDIT AND TAX PREPARATION | CategoryTxt |
| Amt | $33,000 | Amt |
| Net Investment Income | $24,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2006-12-01 | $32,049 | $32,049 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2014-12-31 | $88,413 | 200DB | 7.000000000000 | $7,017 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2006-12-01 | $274,641 | $162,601 | 150DB | 15.000000000000 | $16,233 | $0 |
| LEASEHOLD IMPROVEMENTS | 2015-04-01 | $3,390 | 200DB | $401 | $0 | ||
| LEASEHOLD IMPROVEMENTS | 2015-03-01 | $118,422 | 200DB | $9,398 | $0 | ||
| FURNITURE & FIXTURES | 2015-06-30 | $88,383 | SL | 7.000000000000 | $7,014 | $0 | |
| EQUIPMENT | 2015-06-30 | $17,716 | SL | 7.000000000000 | $1,898 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2015-04-01 | $117,411 | 200DB | $13,903 | $0 | ||
| LEASEHOLD IMPROVEMENTS | 2015-03-01 | $92,118 | 200DB | $7,311 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|
| FUNDACION CORDILLERA TROPICAL | ||||||||
| JAIME ROLDOS 4-80 Y HUAYNA CAPAC | CUENCA | EC | 2015-11-03 | $35,000 | THREAT DETECTION AND HABITAT CONSERVATION IN ECUADOR'S SANGAY NATIONAL PARK | TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED | CALLS FOR FINAL NARRATIVE & FINANCIAL REPORTS. THE GRANTEE IS IN COMPLIANCE | NO INDEPENDENT VERIFICATION IS REQUIRED AT THIS TIME |
| GRUPO ECOLOGICO SIERRA GORDA | ||||||||
| LA PRESA S/N BARRIO EL PANTEON | QUERETARO | MX | 2015-11-03 | $25,000 | STRATEGIES TO CONSERVE THE BIO-CAPACITY OF THE SIERRA GORDA BIOSPHERE RESERVE, MEXICO | TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED | CALLS FOR FINAL NARRATIVE & FINANCIAL REPORTS. THE GRANTEE IS IN COMPLIANCE | NO INDEPENDENT VERIFICATION IS REQUIRED AT THIS TIME |
| PRONATURA NOROESTE AC | ||||||||
| CALLE DECIMA 60 ZONA CENTRO | ENSENADA | MX | 2015-11-03 | $50,000 | INSTALLATION OF A NATURE CENTER FOR THE CABO PULMO NATIONAL PARK REGION, BAJA CALIFORNIA SUR: EQUIPMENT DISPLAYS | TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED | CALLS FOR FINAL NARRATIVE & FINANCIAL REPORTS. THE GRANTEE IS IN COMPLIANCE | NO INDEPENDENT VERIFICATION IS REQUIRED AT THIS TIME |
| SUSTAINABLE AGRICULTURE NETWORK | ||||||||
| 100 METROS SUR DE LA CASA DE DONA | SAN JOSE | CS | 2015-11-03 | $60,000 | GENERAL OPERATING SUPPORT | TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED | CALLS FOR FINAL NARRATIVE & FINANCIAL REPORTS. THE GRANTEE IS IN COMPLIANCE | NO INDEPENDENT VERIFICATION IS REQUIRED AT THIS TIME |
| URGENT ACTION FUND OF LATIN AMERICA FOR WOMEN'S HUMAN RIGHTS | ||||||||
| CARRERA 27A 40A-68 PISO 2 | BOGOTA | CO | 2015-06-03 | $40,000 | GENERAL OPERATING SUPPORT | TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED | CALLS FOR FINAL NARRATIVE & FINANCIAL REPORTS. THE GRANTEE IS IN COMPLIANCE | NO INDEPENDENT VERIFICATION IS REQUIRED AT THIS TIME |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-A LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | THE OVERBROOK FOUNDATION HAS MADE DISTRIBUTIONS TO DONOR-ADVISED FUNDS AND TREATED THOSE DISTRIBUTIONS AS QUALIFYING DISTRIBUTIONS. IT HAS MADE THOSE DISTRIBUTIONS TO FACILITATE COST-EFFECTIVE BROAD-BASED GRANTMAKING WITHIN THE WIDER CHARITABLE COMMUNITY. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $662,816 | $662,816 |
| APPLIED MINERALS INC COM | $192,573 | $192,573 |
| CEDAR FAIR L P DEPOSITRY UNIT | $4,243,950 | $4,243,950 |
| CITIGROUP INC | $931,500 | $931,500 |
| D R HORTON INC COM | $656,615 | $656,615 |
| FEDEX CORPORATION | $1,489,900 | $1,489,900 |
| FIBROGEN, INC. | $1,213,315 | $1,213,315 |
| GOLDMAN SACHS GROUP INC | $1,477,886 | $1,477,886 |
| JPMORGAN CHASE & CO | $1,650,750 | $1,650,750 |
| LOWES COMPANIES INC | $2,129,120 | $2,129,120 |
| MACQUARIE INFRASTRUCTURE | $5,092,019 | $5,092,019 |
| MASCO CORP COM | $353,750 | $353,750 |
| NORTHSTAR ASSET MANAGEMENT GROUP, INC. | $2,247,539 | $2,247,539 |
| NORTHSTAR REALTY FINANCE CORP | $1,417,356 | $1,417,356 |
| OWENS CORNING NEW | $1,528,475 | $1,528,475 |
| RENTECH NITROGEN PARTNERS, L.P. | $583,413 | $583,413 |
| RYMAN HOSPITALITY PROPERTIES | $5,427,416 | $5,427,416 |
| SUNOPTA INC COM | $1,841,212 | $1,841,212 |
| UNITED PARCEL SERVICE CL B | $673,610 | $673,610 |
| VOYA FINANCIAL, INC. | $388,588 | $388,588 |
| WHIRLPOOL CORP COM | $660,915 | $660,915 |
| AETNA SM | $1,500,605 | $1,500,605 |
| AIRBUS GROUP | $1,430,975 | $1,430,975 |
| ALPHABET INC | $6,483,871 | $6,483,871 |
| COMMSCOPE HLDG CO INC | $4,197,494 | $4,197,494 |
| EDGEWELL PERSONAL CARE | $3,393,186 | $3,393,186 |
| ELECTROLUX | $72,300 | $72,300 |
| ENERGIZER HOLDINGS INC | $338,250 | $338,250 |
| FACEBOOK INC CL A | $2,420,263 | $2,420,263 |
| HOUGHTON MIFFLIN HARCOURT CO | $1,104,573 | $1,104,573 |
| KRAFT HEINZ CO | $345,464 | $345,464 |
| LENNAR CORP CL A | $464,645 | $464,645 |
| LIBERTY INTERACTIVE CORP | $3,088,745 | $3,088,745 |
| MEDALLION FINANCIAL CORP | $1,136,538 | $1,136,538 |
| NORTHSTAR REALTY EUROPE C | $3,451,862 | $3,451,862 |
| OPTHTHOTECH CORP | $1,599,892 | $1,599,892 |
| PROSHARES ULTRASHORT EURO | $628,242 | $628,242 |
| PULTE HOMES INC COM | $222,750 | $222,750 |
| SYNCHRONY FINANCIAL | $1,342,297 | $1,342,297 |
| THE INTERTAIN GROUP LTD | $1,062,815 | $1,062,815 |
| TRAVELPORT WORLDWIDE LTD | $2,710,406 | $2,710,406 |
| TRI POINTE GROUP INC COM | $158,375 | $158,375 |
| U S G CORP COM NEW | $121,450 | $121,450 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARISTEIA INTERNATIONAL LTD | FMV | $2,792,615 | $2,792,615 |
| DELTEC SPECIAL SITUATIONS PARTNERS, LP | FMV | $1,839,273 | $1,839,273 |
| NEW VERNON INDIA (CAYMAN) FUND | FMV | $486,814 | $486,814 |
| OVERBROOK OPPORTUNITY FUND II, LP | FMV | $20,879,919 | $20,879,919 |
| OVERBROOK SELECT OFFSHORE FUND LTD CLASS 'C' | FMV | $6,961,954 | $6,961,954 |
| BIOPHARMA SECURED DEBT FUND II SARL | FMV | $547,060 | $547,060 |
| COMMONFUND GLOBAL DISTRESSED INVESTORS LLC | FMV | $306,616 | $306,616 |
| EMERALD CREEK CAPITAL FUND 2, LLC | FMV | $1,250,778 | $1,250,778 |
| EMERGING EUROPE GROWTH FUND II, LP | FMV | $224,015 | $224,015 |
| EMERGING EUROPE GROWTH FUND, LP | FMV | $97,202 | $97,202 |
| GS CAPITAL PARTNERS V INSTITUTIONAL | FMV | $258,559 | $258,559 |
| GS CAPITAL PARTNERS VI PARALLEL, LP | FMV | $868,531 | $868,531 |
| GS OFFSHORE MEZZANINE PARTNERS | FMV | $453,549 | $453,549 |
| GS VINTAGE FUND III OFFSHORE LP | FMV | $119,791 | $119,791 |
| GS VINTAGE FUND V OFFSHORE, LP | FMV | $872,431 | $872,431 |
| RIVERSTONE/CARLYLE RENEWABLE ENERGY FUND | FMV | $1,588,630 | $1,588,630 |
| SANDTON CREDIT SOLUTIONS ON-SHORE FUND III | FMV | $3,768,678 | $3,768,678 |
| SCOPIA PE SPV PM LLC | FMV | $1,166,340 | $1,166,340 |
| STABILIS FUND III, LP | FMV | $3,725,001 | $3,725,001 |
| TEMPERLEY HOLDINGS LIMITED | FMV | $165,198 | $165,198 |
| TS SYMPHONY LLC | FMV | $8,249,303 | $8,249,303 |
| ENDOWMENT VENTURE PARTNERS V, LP | FMV | $154,863 | $154,863 |
| RADIUS VENTURE II | FMV | $44,810 | $44,810 |
| RADIUS VENTURE III | FMV | $227,224 | $227,224 |
| DUNE REAL ESTATE PARALLEL FUND LP | FMV | $1,130,712 | $1,130,712 |
| STABILIS FUND IV, LP | FMV | $1,433,118 | $1,433,118 |
| DELTA OPPORTUNITY FUND OFFSHORE | FMV | $18,164 | $18,164 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $32,049 | $32,049 | $0 |
| FURNITURE & FIXTURES | $88,413 | $7,017 | $81,396 |
| LEASEHOLD IMPROVEMENTS | $274,641 | $178,834 | $95,807 |
| LEASEHOLD IMPROVEMENTS | $3,390 | $401 | $2,989 |
| LEASEHOLD IMPROVEMENTS | $118,422 | $9,398 | $109,024 |
| FURNITURE & FIXTURES | $88,383 | $7,014 | $81,369 |
| EQUIPMENT | $17,716 | $1,898 | $15,818 |
| LEASEHOLD IMPROVEMENTS | $117,411 | $13,903 | $103,508 |
| LEASEHOLD IMPROVEMENTS | $92,118 | $7,311 | $84,807 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PATTERSON BELKNAP WEBB & TYLER - LEGAL | CategoryTxt |
| Legal Fees | $46,578 | LegalFeesAmt |
| Net Investment Income | $8,268 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $63,057 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST & DIVIDENDS RECEIVABLE | $94,503 | $84,326 | $84,326 |
| DUE FROM BROKER | $334,771 | $277,152 | $277,152 |
| SECURITY DEPOSIT | $70,198 | $70,198 | $70,198 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNEALIZED APPRECIATION (NET OF DEFERRED TAXES) | Desc |
| Amt | $5,978,972 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $100,222 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $103,784 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $149 | $149 | $149 |
| OTHER INVESTMENT INCOME | $87,445 | $87,445 | $87,445 |
| PARTNERSHIP INCOME | $164,473 | $415,148 | $164,473 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED RENT | $43,362 | $146,237 |
| DEFERRED FEDERAL EXCISE TAX | $332,123 | $210,103 |
| SECURITY DEPOSIT PAYABLE | $0 | $30,600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (28 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OVERBROOK MANAGEMENT CORPORATION - INV ADVISORY | $1,147,489 | $1,147,489 | $0 |
| GREENHAVEN ASSOCIATES - INV ADVISORY | $131,939 | $131,939 | $0 |
| JP MORGAN - CUSTODY | $30,789 | $30,789 | $0 |
| SARAH HANSEN - PROGRAM CONSULTANT | $110,000 | $0 | $95,000 |
| THOUGHT MACHINE - IT CONSULTANT | $21,700 | $0 | $21,700 |
| CEDONIX - IT CONSULTANT | $600 | $0 | $600 |
| COMMUNITY FUNDS - DIRECTOR ADVISED FUNDS | $42,393 | $0 | $42,393 |
| LISA KUNG - PROGRAM CONSULTANT | $6,000 | $0 | $6,000 |
| KARIE BROWN - MEETING FACILITATOR | $17,866 | $0 | $17,866 |
| DELTEC SPECIAL SITUATIONS - INV | $45,129 | $45,129 | $0 |
| OVERBROOK OPPORTUNITY FUND II - INV | $51,363 | $51,363 | $0 |
| ENDOWMENT VENTURE PARTNERS V - INV | $1,703 | $1,703 | $0 |
| RADIUS VENTURE PARTNERS II - INV | $2,529 | $2,529 | $0 |
| RADIUS VENTURE PARTNERS III - INV | $5,124 | $5,124 | $0 |
| COMMONFUND GLOBAL DISTRESSED - INV | $4,386 | $4,386 | $0 |
| EMERALD CREEK CAPITAL FUND 2 - INV | $16,810 | $16,810 | $0 |
| EMERGING EUROPE GROWTH - INV | $5,311 | $5,311 | $0 |
| EMERGING EUROPE GROWTH II - INV | $6,450 | $6,450 | $0 |
| GS CAPITAL PARTNERS V - INV | $3,479 | $3,479 | $0 |
| GS CAPITAL PARTNERS VI PARALLEL - INV | $9,952 | $9,952 | $0 |
| SANDTON CREDIT SOLUTIONS ONSHORE FUND III - INV | $175,340 | $175,340 | $0 |
| STABILIS FUND III - INV | $117,632 | $117,632 | $0 |
| TS SYMPHONY - INV | $63,705 | $63,705 | $0 |
| RIVERSTONE/CARLYLE - INV | $24,762 | $24,762 | $0 |
| DUNE REAL ESTATE PARALLEL FUND - INV | $9,810 | $9,810 | $0 |
| STABILIS FUND IV - INV | $93,974 | $93,974 | $0 |
| NEPC LLC | $102,221 | $102,221 | $0 |
| PROSHARES EURO MLP | $6,900 | $6,900 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE & UBIT TAXES | $54,583 | $0 | $0 |
| FOREIGN TAXES | $98,779 | $98,779 | $0 |
| FILING FEES | $141 | $0 | $141 |