WILLIAM & MARY GREVE FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM & MARY GREVE FOUNDATION INC (EIN 13-6020724)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-27
- IRS object ID
- 201611799349100016
- 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
- Gain Loss Sale Other Assets Sch
- 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 Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-27T14:37:25-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131610809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | 136020724 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM & MARY GREVE FOUNDATIONINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2123077850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 BROADWAY NO 1001 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY C M KISER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123077850 | PhoneNum |
| Signature | 2016-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY WEISER | PreparerPersonNm |
| PTIN | P00622866 | PTIN |
| Phone | 2128427000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,825,696 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,371 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,388 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $248,701 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $270,727 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,665,434 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,318,358 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,479,560 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,806 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43,417 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,932,312 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,803,092 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $128,115 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,058 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $64,058 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $141,611 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $70,806 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $70,806 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $152,063 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $76,032 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $76,032 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $72,055 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,014 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $54,041 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,776 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,582 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,194 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $161,539 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $138,882 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,658 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49,190 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,532 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,286 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3,143 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $146,639 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $73,320 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $73,320 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $42,816 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $42,816 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,129 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,357 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,773 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $969,219 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $492,726 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $430,698 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,605,272 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,605,272 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,574,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $492,726 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,035,970 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$642,179 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,310,366 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $237,085 | CashBOYAmt |
| Cash EOY | $201,561 | CashEOYAmt |
| Cash EOYFMV | $201,561 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $725,301 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,549,644 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,549,644 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $40,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $40,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $40,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $23,429 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,840 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,840 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $21,478,428 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,372,688 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,372,688 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,679,680 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,492,130 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,492,130 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $289,957 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $147,454 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $147,657 | LandBOYAmt |
| Land EOY | $142,503 | LandEOYAmt |
| Land EOYFMV | $142,503 | LandEOYFMVAmt |
| Other Assets BOY | $19,330 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,330 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,330 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,310,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,825,696 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,825,696 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $189,862 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $204,310 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $189,862 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $204,310 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $26,121,048 | UnrestrictedBOYAmt |
| Unrestricted EOY | $24,621,386 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,121,048 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,621,386 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,310,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,825,696 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,121,048 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$642,179 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,500 | OtherIncreasesAmt |
| Subtotal | $25,496,369 | SubtotalAmt |
| Other Decreases | $874,983 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,621,386 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| AG REALTY FUND VIII LP | P | $38,774 | $38,774 | $38,774 | |
| AG REALTY FUND VIII LP | P | $70,925 | $70,925 | $70,925 | |
| BRUCKMANN, ROSSER, SHERRILL LP | P | $40,842 | $40,842 | $40,842 | |
| EXCELSIOR VENTURE PARTNERS III LLC | P | $4,665 | $4,665 | $4,665 | |
| LEEDS EQUITY PARTNERS IV LP | P | -$243,818 | -$243,818 | $243,818 | |
| SEMPER VIC PARTNERS (QP) LP | P | -$170 | -$170 | $170 | |
| SEMPER VIC PARTNERS (QP) LP | P | $5,612 | $5,612 | $5,612 | |
| US TRUST - 2467 | $207,914 | $15,624 | $15,624 | $192,290 | |
| US TRUST - 2467 | $700,000 | $79,685 | $79,685 | $620,315 | |
| US TRUST - 0319 | $375,696 | $22,819 | $22,819 | $352,877 | |
| US TRUST - 0319 | $3,643,697 | $1,423,919 | $1,423,919 | $2,219,778 | |
| US TRUST - 0319 | $19 | -$9,291 | -$9,291 | $9,310 | |
| CBRE STOCK | $19,500 | $6,031 | $6,031 | $13,469 | |
| DISPOSAL OF EQUIPMENT | P | $563 | -$353 | -$353 | $916 |
| CAPITAL GAINS DIVIDENDS | P | $24,296 | $24,296 | $24,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,479,560 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,248,047 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,819,792 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087067 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,137,628 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,017,390 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085446 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,195,857 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,459,408 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.089776 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,345,614 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,767,560 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087629 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,215,088 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,483,521 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083640 | DistributionYr5Rt |
| Total Distribution | 0.433558 | TotalDistributionRt |
| Average Distribution | 0.086712 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,261,835 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,190,504 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,104 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,203,608 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,035,970 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,207 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,207 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,207 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,340 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,660 | AppliedToEsTaxAmt |
| Total Payments And Credits | $14,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $53 | EsPenaltyAmt |
| Tax Due | $12,260 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANTHONY C M KISER | IndividualWithBooksNm |
| Phone | 2123077850 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 BROADWAY SUITE 1001 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| JOHN W KISER III | |||||||||
| 210 POPHAMS FORD RD | SPERRYVILLE | VA | 22740 | CHAIRMAN, DIRECTOR | 1.00 | $0 | $0 | $0 | |
| ANTHONY CM KISER | |||||||||
| 665 BROADWAY SUITE 1001 | NEW YORK | NY | 10012 | PRESIDENT, DIRECTOR | 30.00 | $115,500 | $24,000 | $0 | |
| JENNIFER FRANKLIN | |||||||||
| C/O SIMPSON THACHER BARTLETT 425 | NEW YORK | NY | 10017 | SECRETARY | 1.00 | $0 | $0 | $0 | LEXINGTON AVE |
| JAMES W SYKES JRRESIGNED 123115 | |||||||||
| 1111 PARK AVENUE | NEW YORK | NY | 10128 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| FRITZ LINKRESIGNED 123115 | |||||||||
| 211 CENTRAL PARK WEST 21J | NEW YORK | NY | 10024 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA ROSENBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 665 BROADWAY STE 1001 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE OFFICE MAN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $133,291 | CompensationAmt |
| Employee Benefits | $24,000 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SELECT EQUITY GROUP | |||||
| 380 LAFAYETTE STREET SIXTH FLR | NEW YORK | NY | 10003 | INVESTMENT MANAGEMENT & CUSTODIAL | $97,863 |
| SIMPSON THACHER & BARTLETT LLP | |||||
| 425 LEXINGTON AVENUE | NEW YORK | NY | 10017 | LEGAL SERVICES | $72,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,420,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,139,338 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $87,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,646,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,646,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $384,698 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,261,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,263,092 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,263,092 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,207 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $20,859 | IncomeTaxAmt |
| Total Tax | $47,066 | TotalTaxAmt |
| Distributable Before Adj | $1,216,026 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,216,026 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,216,026 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,035,970 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,035,970 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,035,970 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,216,026 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $922,065 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,035,738 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $996,304 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $919,258 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $983,112 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,856,477 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,035,970 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,216,026 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $819,944 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,676,421 | 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 | $922,065 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,754,356 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,035,738 | ExcessFromYear4Amt |
| Excess From Year3 | $996,304 | ExcessFromYear3Amt |
| Excess From Year2 | $919,258 | ExcessFromYear2Amt |
| Excess From Year1 | $983,112 | ExcessFromYear1Amt |
| Excess From Current Year | $819,944 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABDELKADER EDUCATION PROJECT | |||||||
| PO BOX 830 | ELKADER | IA | 52043 | NONE | PC | IN SUPPORT OF AEP'S ANNUAL FORUM IN CONNECTING CONTINENTS AND CULTURES. | $30,000 |
| AMBER WAVES FARM INC | |||||||
| PO BOX 2623 | AMAGANSETT | NY | 11930 | NONE | PC | IN SUPPORT OF THE FARM AND HELPING TO MAINTAIN A HEALTHY REGIONAL FOOD SYSTEM. | $7,500 |
| ARTISTS STRIVING TO END POVERTY INC | |||||||
| 300 WEST 55 STREET APT 17P | NEW YORK | NY | 10019 | NONE | PC | F/B/O ARTSINSIDEOUT, TO SUPPORT THE COST OF STUDENTS TO TRAVEL TO SOUTH AFRICA TO WORK WITH CHILDREN LIVING WITH OR ORPHANED BECAUSE OF HIV. | $10,000 |
| BELLE MEADE EDUCATIONAL RESOURCES CENTER | |||||||
| 2 BELLE MEADE LANE | SPERRYVILLE | VA | 22740 | NONE | PC | IN SUPPORT OF A MATCHING GRANT TO CREATE COMMUNITY SERVICE PROJECTS AND INTERNSHIPS FOR THE HIGH SCHOOL STUDENTS. | $27,100 |
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC | |||||||
| PO BOX 286075 | NEW YORK | NY | 10128 | NONE | PC | F/B/O UNITED WORLD COLLEGE ATLANTIC, IN SUPPORT OF SUPPYING SCHOLARSHIPS TO DESERVING STUDENTS. | $30,000 |
| BROOKLYN ACADEMY OF MUSIC INC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PC | FOR THE BENEFIT OF SUPPORTING INTERNATIONAL PERFORMING ARTS, AND TO SUPPORT BAM AS A LEADING CULTURAL ENGINE IN BROOKLYN. | $30,000 |
| CASTLETON FESTIVAL | |||||||
| 2300 N STREET NW SUITE 5254 | WASHINGTON | DC | 20037 | NONE | PC | 1:1 MATCH IN SUPPORT OF TRAINING PROGRAMS FOR YOUNG ARTISTS. | $25,000 |
| CHILD CARE AND LEARNING CENTER | |||||||
| PO BOX 520 | WASHINGTON | VA | 22747 | NONE | PC | IN SUPPORT OF THE CHILDCARE AND LEARNING CENTER GENERAL OPERATING EXPENSES. | $10,000 |
| CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK | |||||||
| 14 WALL STREET SUITE 4E | NEW YORK | NY | 10005 | NONE | PC | IN SUPPORT OF CCC HELPING TO MAKE A BETTER LIFE FOR NYC CHILDREN. | $10,000 |
| THE COMMON GOOD INSTITUTE INC | |||||||
| ONE METROTECH CENTER SUITE 1703 | BROOKLYN | NY | 11201 | NONE | PC | IN SUPPORT OF LEGAL REFORM IN VARIOUS GOVERNMENT ADMINISTRATIVE, POLITICAL, ECONOMIC AND SOCIAL SCIENCE FIELDS. | $25,000 |
| CREATIVE TIME INC | |||||||
| 59 EAST 4TH ST 6TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | IN SUPPORT OF CREATIVE TIME PROMOTING ARTISTIC INNOVATION AND PRESENTING PUBLIC PROJECTS TO A LARGE AUDIENCE. | $25,000 |
| EDIBLE SCHOOLYARD NEW YORK | |||||||
| 350 AVENUE X | BROOKLYN | NY | 11223 | NONE | PC | IN SUPPORT OF EDUCATIONAL PROGRAMS TO EMPOWER STUDENTS TO MAKE HEALTHIER CHOICES AND CHANGE THE WAY THEY EAT FOR LIFE. | $10,000 |
| FILM FORUM INC | |||||||
| 209 WEST HOUSTON STREET | NEW YORK | NY | 10014 | NONE | PC | IN SUPPORT OF NON-PROFIT CINEMA TO PRESENT DOCUMENTARIES AND INDEPENDENT FEATURES. | $5,000 |
| FRIENDS OF THE HIGH LINE INC | |||||||
| 529 WEST 20TH STREET SUITE 8W | NEW YORK | NY | 10011 | NONE | PC | IN SUPPORT OF MAINTENANCE AND OPERATION OF THE HIGH LINE. | $15,000 |
| FUND FOR THE CITY OF NEW YORK INC | |||||||
| 121 SIXTH AVE 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | F/B/O RIDERS ALLIANCE, IN SUPPORT OF ORGANIZING NYC SUBWAY AND BUS RIDERS INTO A POLITICAL CONSTITUENCY THAT CAN HOLD ELECTED OFFICIALS ACCOUNTABLE FOR INVESTING IN THE FUTURE OF MASS TRANSIT. | $25,000 |
| FUND FOR THE CITY OF NEW YORK INC | |||||||
| 121 SIXTH AVE 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | F/B/O WISE PROJECT, IN SUPPORT OF WISE'S WORK AGAINST VIOLENT EXTREMISM AND TO EDUCATE AND EQUIP AMERICAN MUSLIMS WITH NARRATIVES TO COUNTER HARMFUL EXTREMIST IDEOLOGIES. | $75,000 |
| BROOKLYN BUREAU OF COMMUNITY SERVICE | |||||||
| 285 SCHERMERHORN STREET | BROOKLYN | NY | 11217 | NONE | PC | GARY KLINSKY CHILDREN'S CENTER, 1:1 MATCH IN SUPPORT OF AFTER-SCHOOL LEARNING OPPORTUNITIES TO CHILDREN FROM LOW-INCOME FAMILIES WHO ATTEND SOME OF NYC'S LOWEST PERFORMING SCHOOLS. | $50,000 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 | PAONIA | CO | 81428 | NONE | PC | IN SUPPORT OF IN DEPTH JOURNALISM ON THE SUBJECT OF THE AMERICAN WEST'S NATURAL RESOURCES. | $20,000 |
| HOPE AND A HOME-INC | |||||||
| 1439 R STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT TO PROVIDE AFFORDABLE HOUSING AND SUPPORT SERVICES TO HOMELESS AND LOW-INCOME FAMILIES. | $10,000 |
| HOTCHKISS LIBRARY OF SHARON INC | |||||||
| 10 UPPER MAIN ST PO BOX 277 | SHARON | CT | 06069 | NONE | PC | IN THE CONTINUED SUPPORT OF THE OPERATING EXPENSES OF THE LIBRARY | $5,000 |
| CENTER FOR RELIGION AND DIPLOMACY INC | |||||||
| 1003 K STREET NW SUITE 400 | WASHINGTON | DC | 20001 | NONE | PC | TO SUPPORT CONFERENCE TO COMBAT ISLAMOPHOBIA | $9,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 3100 NORTH CAMPBELL | TUCSON | AZ | 85719 | NONE | PC | IN SUPPORT OF NUTRITION AND FOOD SECURITY PROGRAM | $7,500 |
| ISLAMIC NETWORKS INC | |||||||
| 3031 TISCH WAY 9TH FLOOR SUITE 950 | SAN JOSE | CA | 95128 | NONE | PC | IN SUPPORT OF EDUCATING THE PUBLIC AND HOLDING COMMUNITY EVENTS THAT CONFRONT EXTREMISM. | $25,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | |||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 |
| FIDELITY CHARITABLE GIFT FUND-MARGOT KISER CHARITABLE TRUST | |||||||
| P O BOX 770001 | CINCINNATTI | OH | 45277 | NONE | PC | IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. | $30,000 |
| MARINE CORPS ASSOCIATION FOUNDATION | |||||||
| 715 BROADWAY | QUANTICO | VA | 221340775 | NONE | PC | IN SUPPORT OF THEIR WRITING PROGRAM. | $6,000 |
| MARINE CORPS SCHOLARSHIP FOUNDATION INC | |||||||
| 909N WASHINGTON ST SUITE 400 | ALEXANDRIA | VA | 22314 | NONE | PC | IN SUPPORT OF POST-SECONDARY EDUCATIONAL SCHOLARSHIP PROGRAM FOR CHILDREN OF MARINES AND NAVY CORPSMEN. | $60,000 |
| MERRIMACK COLLEGE | |||||||
| 315 TURNPIKE ST GL-55 | NORTH ANDOVER | MA | 01845 | NONE | PC | IN CONTINUING SUPPORT OF THE CENTER FOR THE STUDY OF JEWISH-CHRISTIAN-MUSLIM RELATIONS AND PROGRAMS TO EXPAND THE MISSION OF PROMOTING TOLERANCE AND INTERFAITH UNDERSTANDING. | $106,650 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | NONE | PC | IN SUPPORT OF SCHOLARSHIPS TO PROVIDE STUDENTS WITH REMOTE WILDERNESS EXPERIENCES, ESPECIALLY TEACHING THEM TECHNICAL OUTDOOR SURVIVAL SKILLS. | $10,000 |
| THE NATURE CONSERVANCY | |||||||
| 255 ALHAMBRA CIRCLE SUITE 640 | CORAL GABLES | FL | 33134 | NONE | PC | F/B/O AT THE WATER'S EDGE PROJECT, IN SUPPORT OF MARINE PROTECTION AND CLIMATE RESILENCE IN THE EASTERN CARIBBEAN. | $15,000 |
| THE NATURE CONSERVANCY OF MONTANA | |||||||
| 32 SOUTH EWING STREET | HELENA | MT | 59601 | NONE | PC | IN SUPPORT OF THE TNC ROCKY MOUNTAIN FRONT PROGRAM, DEVOTED TO THE PRESERVATION OF OPEN SPACE, IN PARTNERSHIP WITH US FISH & WILDLIFE SERVICE AND THE CONSERVATION FUND. | $80,000 |
| THE NATURE CONSERVANCY OF MONTANA | |||||||
| 32 SOUTH EWING STREET | HELENA | MT | 59601 | NONE | PC | F/B/O PINE BUTTE GUEST RANCH, IN SUPPORT OF A FIVE-YEAR 4:1 MATCHING GRANT AT $10K PER YEAR TO PAY FOR CAPITAL IMPROVEMENTS ON THE GUEST RANCH PROPERTY. | $10,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 101161550 | NONE | PC | IN SUPPORT OF CONTENT INNOVATION AT NY PUBLIC RADIO | $50,000 |
| NEW YORK STUDIO SCHOOL OF DRAWING PAINTING AND SCULPTURE INC | |||||||
| 8 WEST 8TH STREET | NEW YORK | NY | 10011 | NONE | PC | IN SUPPORT OF SCHOLARSHIP FUND | $5,000 |
| NORFOLK BOTANICAL GARDENS FDN | |||||||
| 6700 AZALEA GARDEN ROAD | NORFOLK | VA | 235185336 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $5,000 |
| THE PARIS REVIEW FOUNDATION INC | |||||||
| 62 WHITE STREET | NEW YORK | NY | 10013 | NONE | PC | IN CONTINUING SUPPORT OF PROGRAMS TO WORK WITH YOUNG FICTION WRITERS, JOURNALISTS, POETS, AND PHOTOGRAPHERS TO GIVE THEM CRUCIAL EXPOSURE AND SUPPORT. | $20,000 |
| PECONIC LAND TRUST INCORPORATED | |||||||
| 296 HAMPTON RD PO BOX 1776 | SOUTHHAMPTON | NY | 11969 | NONE | PC | IN SUPPORT OF CONSERVING LONG ISLAND'S WORKING FARMS AND NATURAL LANDS | $25,000 |
| PHILLIPS COLLECTION | |||||||
| 1600 21ST STREET NW | WASHINGTON | DC | 20009 | NONE | PC | IN SUPPORT OF NEW PROJECT SERVING LOW-INCOME FAMILIES AS HUB FOR COMMUNITY ENGAGEMENT. | $30,000 |
| RAPPAHANNOCK HISTORICAL SOCIETY INC | |||||||
| 328 GAY STREET PO BOX 261 | WASHINGTON | VA | 22747 | NONE | PC | 1:1 MATCHING GRANT IN SUPPORT OF RAPPAHANNOCK HISTORICAL SOCIETY'S EFFORT TO PRESERVE RAPPAHANNACK COUNTY'S HERITAGE. | $7,500 |
| RAPPAHANNOCK PANTRY INC | |||||||
| 603 MT SALEM AVENUE | WASHINGTON | VA | 22747 | NONE | PC | 1:1 MATCH IN SUPPORT OF A FOOD PANTRY FOR LOW INCOME FAMILIES. | $10,000 |
| RELIGIONS FOR PEACE USA INC | |||||||
| 777 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PC | IN SUPPORT OF THE GENERAL BUDGET OF OUR MUSLIM NEIGHBOR PROJECT | $116,667 |
| SALVATION ARMY | |||||||
| 2626 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20037 | NONE | PC | IN SUPPORT OF THE CORE EDUCATIONAL COMPONENT OF THE TRANSITIONAL HOUSING PROGRAM FOR THE TURNING POINT CENTER FOR WOMEN AND CHILDREN. | $10,000 |
| SCAN-NEW YORK VOLUNTEER PARENT-AIDES ASSOCIATION INC | |||||||
| 345 EAST 102ND ST | NEW YORK | NY | 10029 | NONE | PC | IN SUPPORT OF A VIOLENCE PREVENTION PROGRAM FOR HIGH RISK CHILDREN AND FAMILIES IN EAST HARLEM AND SOUTH BRONX. | $15,000 |
| SECOND STAGE THEATRE | |||||||
| 305 W 43RD ST | NEW YORK | NY | 10036 | NONE | PC | IN SUPPORT OF THEATRE PRODUCTION, ARTISTIC AND STAFFING COSTS. | $25,000 |
| SETON HALL UNIVERSITY | |||||||
| 400 SOUTH ORANGE AVE | SOUTH ORANGE | NJ | 07079 | NONE | PC | F/B/O SCHOOL OF DIPLOMACY & INTERNATIONALL RELATIONS, IN SUPPORT OF THE EMIR ABD EL KADER FELLOWSHIP. | $30,000 |
| SHAKESPEARE SOCIETY INC | |||||||
| 118 BAXTER STREET SUITE 705 | NEW YORK | NY | 10013 | NONE | PC | 1:1 MATCHING GRANT AND OUTRIGHT GRANT IN SUPPORT OF GENERAL OPERATIONS AIMED AT BRINGING EDUCATION PROGRAMS TO NYC PUBLIC SCHOOLS. | $40,000 |
| TRI-STATE CENTER FOR THE ARTS INC | |||||||
| 49 ARMENIA ROAD PO BOX 1187 | SHARON | CT | 06069 | NONE | PC | IN SUPPORT OF OPERATING EXPENSES FOR THE PLAYHOUSE | $5,000 |
| SPERRYVILLE VOLUNTEER FIRE DEPARTMENT INC | |||||||
| PO BOX 178 | SPERRYVILLE | VA | 22740 | NONE | PC | IN SUPPORT OF THE JULY 4TH CELEBRATION | $5,000 |
| ST ANNS WAREHOUSE INC | |||||||
| 55 WASHINGTON STREET SUITE 458 | BROOKLYN | NY | 11201 | NONE | PC | IN SUPPORT OF THEIR OPERATING EXPENSES FOR THE 2015 SEASON. | $5,000 |
| SAINT DAVID'S SCHOOL | |||||||
| 12 EAST 89TH ST | NEW YORK | NY | 10128 | NONE | PC | FINAL $15,000 INSTALLMENT OF A FOUR YEAR $90,000 GRANT IN SUPPORT OF AN INDEPENDENT SUMMER ENRICHMENT PROGRAM FOR LOW-INCOME BOYS TO HELP THEM ACHIEVE THEIR FULL POTENTIAL. | $15,000 |
| ST PAUL'S SCHOOL | |||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | NONE | PC | FOR THE BENEFIT OF THE GREVE SCHOLARSHIP FUND TO ENSURE THE MOST TALENTED STUDENTS CAN AFFORD TO ATTEND ST. PAUL'S SCHOOL REGARDLESS OF THE ABILITY TO PAY. | $100,000 |
| SUMMER SEARCH | |||||||
| 261 5TH AVE 8TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | IN SUPPORT OF LAUNCHING LOW-INCOME STUDENTS TOWARDS A SUCCESSFUL LIFE PATH. | $40,000 |
| TAKE THE FIELD INC | |||||||
| 665 BROADWAY SUITE 1001 | NEW YORK | NY | 10012 | NONE | PC | IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC ATHLETIC FIELDS. | $25,000 |
| THE URBAN ASSEMBLY INC | |||||||
| 90 BROAD ST SUITE 2101 | NEW YORK | NY | 10004 | NONE | PC | IN SUPPORT OF A NETWORK OF NYC PUBLIC SCHOOLS MANAGED BY URBAN ASSEMBLY TO PROVIDE GUIDANCE ON COLLEGE ADMISSIONS AND CAREER COUNSELING. | $47,000 |
| WAKEFIELD COUNTRY DAY SCHOOL INC | |||||||
| PO BOX 739 | FLINT HILL | VA | 22627 | NONE | PC | 2:1 MATCHING GRANT FOR THE BENEFIT OF PAYING FOR TUITION ASSISTANCE TO DESERVING STUDENTS. | $25,000 |
| WILDLIFEDIRECT INC | |||||||
| 921 PENNSYLVANIA ST SE SUITE 304 | WASHINGTON | DC | 20003 | NONE | PC | IN SUPPORT OF FIGHTING FOR STRICTER LAWS RELATED TO WILDLIFE CRIME AND ELEPHANT POACHING. | $20,000 |
| OTHER CONTRIBUTIONS | |||||||
| 665 BROADWAY SUITE 1001 | NEW YORK | NY | 10012 | NONE | PC | OTHER CONTRIBUTIONS - $2,500 OR LESS - DETAIL AVAILABLE UPON REQUEST - 58 INDIVIDUAL DONATIONS | $100,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,605,272 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARON DAVIS HALL INC | |||||||
| 160 CONVENT AVE | NEW YORK | NY | 10031 | NONE | PC | F/B/O HARLEMSTAGE, TO STRENGTH ROLE AS CENTER OF EDUCATIONAL AND CULTURAL PERFORMING ARTS CENTER IN THE HARLEM COMMUNITY. | $10,000 |
| ABDELKADER EDUCATION PROJECT | |||||||
| PO BOX 830 | ELKADER | IA | 52043 | NONE | PC | IN SUPPORT OF AEP'S ANNUAL FORUM AND GENERAL OPERATING SUPPORT. | $45,000 |
| ARTISTS STRIVING TO END POVERTY INC | |||||||
| 300 WEST 55 STREET APT 17P | NEW YORK | NY | 10019 | NONE | PC | F/B/O ARTSINSIDEOUT, TO SUPPORT THE COST OF STUDENTS TO TRAVEL TO SOUTH AFRICA TO WORK WITH CHILDREN LIVING WITH OR ORPHANED BECAUSE OF HIV. | $7,500 |
| BELLE MEADE EDUCATIONAL RESOURCES CENTER | |||||||
| 2 BELLE MEADE LANE | SPERRYVILLE | VA | 22740 | NONE | PC | IN SUPPORT OF A MATCHING GRANT TO CREATE COMMUNITY SERVICE PROJECTS AND INTERNSHIPS FOR THE HIGH SCHOOL STUDENTS. | $15,000 |
| BROOKLYN ACADEMY OF MUSIC INC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PC | FIRST INSTALLMENT OF A 2 YEAR GRANT IN SUPPORT OF THEIR INTERNSHIP PROGRAMS. | $20,000 |
| CHILD CARE AND LEARNING CENTER | |||||||
| PO BOX 520 | WASHINGTON | VA | 22747 | NONE | PC | IN SUPPORT OF THE CHILDCARE AND LEARNING CENTER GENERAL OPERATING EXPENSES. | $15,000 |
| CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK | |||||||
| 14 WALL STREET SUITE 4E | NEW YORK | NY | 10005 | NONE | PC | IN SUPPORT OF PUBLIC POLICY AND COMMUNICATIONS EFFORTS TO PROMOTE THE SAFETY OF UNDERPRIVILEGED CHILDREN. | $10,000 |
| THE COMMON GOOD INSTITUTE INC | |||||||
| ONE METROTECH CENTER SUITE 1703 | BROOKLYN | NY | 11201 | NONE | PC | IN SUPPORT OF LEGAL REFORM IN VARIOUS GOVERNMENT ADMINISTRATIVE, POLITICAL, ECONOMIC AND SOCIAL SCIENCE FIELDS. | $25,000 |
| CREATIVE TIME INC | |||||||
| 59 EAST 4TH ST 6TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | FOR THE BENEFIT OF PROGRAMS TO PROMOTE AND REFORM ART EDUCATION, AND TO SUPPORT PROJECTS IN THE FIELD OF PUBLIC ART. | $25,000 |
| EDIBLE SCHOOLYARD NEW YORK | |||||||
| 350 AVENUE X | BROOKLYN | NY | 11223 | NONE | PC | IN SUPPORT OF EDUCATIONAL PROGRAMS TO EMPOWER STUDENTS TO MAKE HEALTHIER CHOICES AND CHANGE THE WAY THEY EAT FOR LIFE. | $25,000 |
| FRIENDS OF THE UPPER EAST SIDE HISTORIC DISTRICT INC | |||||||
| 966 LEXINGTON AVE 35 | NEW YORK | NY | 10021 | NONE | PC | IN SUPPPORT OF GENERAL OPERATIONG EXPENSES | $10,000 |
| FUND FOR THE CITY OF NEW YORK INC | |||||||
| 121 SIXTH AVE 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | F/B/O RIDERS ALLIANCE, IN SUPPORT OF ORGANIZING NYC SUBWAY AND BUS RIDERS INTO A POLITICAL CONSTITUENCY THAT CAN HOLD ELECTED OFFICIALS ACCOUNTABLE FOR INVESTING IN THE FUTURE OF MASS TRANSIT. | $30,000 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 | PAONIA | CO | 81428 | NONE | PC | IN CONTINUING SUPPORT OF IN DEPTH JOURNALISM ON THE SUBJECT OF THE AMERICAN WEST'S NATURAL RESOURCES. | $10,000 |
| LAND TRUST ALLIANCE INC | |||||||
| 1660 L ST NW | WASHINGTON | DC | 20036 | NONE | PC | MATCHING GRANT TO HELP ADVANCE LAND TRUST SUCCESS, ESPECIALLY AMONG ALL-VOLUNTEER LAND TRUSTS ACROSS THE NORTHEAST. | $50,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | |||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 |
| FIDELITY CHARITABLE GIFT FUND-MARGOT KISER CHARITABLE TRUST | |||||||
| PO BOX 770001 | CINCINNATTI | OH | 45277 | NONE | PC | IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. | $30,000 |
| MERRIMACK COLLEGE | |||||||
| 315 TURNPIKE ST GL-55 | NORTH ANDOVE | MA | 01845 | NONE | PC | IN CONTINUING SUPPORT OF THE CENTER FOR THE STUDY OF JEWISH-CHRISTIAN-MUSLIM RELATIONS AND PROGRAMS TO EXPAND THE MISSION OF PROMOTING TOLERANCE AND INTERFAITH UNDERSTANDING. | $129,200 |
| NATURE CONSERVANCY OF LONG ISLAND | |||||||
| 142 ROUTE 114 PO BOX 5125 | EAST HAMPTON | NY | 11937 | NONE | PC | IN SUPPORT OF DEVELOPING AND IMPLEMENTING STRONGER WATER QUALITY STANDARDS & TO PROTECT AND MANAGE LONG ISLAND'S RICH ENVIRONMENT OF WETLANDS, BAYS, HARBORS AND FORESTS. | $10,000 |
| NATURE CONSERVANCY OF MONTANA | |||||||
| 32 SOUTH EWING STREET | HELENA | MT | 59601 | NONE | PC | IN SUPPORT OF CONTINUING THE TNC ROCKY MOUNTAIN FRONT PROGRAM, DEVOTED TO THE PRESERVATION OF OPEN SPACE, IN PARTNERSHIP WITH US FISH & WILDLIFE SERVICE AND THE CONSERVATION FUND. | $75,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 101161550 | NONE | PC | IN SUPPORT OF CONTENT INNOVATION AT NY PUBLIC RADIO | $25,000 |
| NORFOLK BOTANICAL GARDENS FDN | |||||||
| 6700 AZALEA GARDEN ROAD | NORFOLK | VA | 235185336 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $25,000 |
| NORFOLK LIBRARY INC | |||||||
| 9 GREENWOODS ROAD | NORFOLK | CT | 06058 | NONE | PC | IN SUPPORT OF "PRESERVE THE PAST FOR THE FUTURE" CAPITAL CAMPAIGN. | $25,000 |
| NORTHWEST MUSIC ASSOCIATION | |||||||
| POBOX 446 | SALISBURY | CT | 06068 | NONE | PC | IN SUPPORT OF THEIR SUMMER SERIES CONCERTS. | $5,000 |
| THE PARIS REVIEW FOUNDATION INC | |||||||
| 62 WHITE STREET | NEW YORK | NY | 10013 | NONE | PC | IN CONTINUING SUPPORT OF PROGRAMS TO WORK WITH YOUNG FICTION WRITERS, JOURNALISTS, POETS, AND PHOTOGRAPHERS TO GIVE THEM CRUCIAL EXPOSURE AND SUPPORT. | $50,000 |
| PUBLIC ART FUND INC | |||||||
| 1 E 53RD ST 12 | NEW YORK | NY | 10022 | NONE | PC | IN SUPPORT OF "PLEASE TOUCH THE ART" PROJECT. | $15,000 |
| RAPPAHANNOCK HISTORICAL SOCIETY INC | |||||||
| 328 GAY STREET PO BOX 261 | WASHINGTON | VA | 22747 | NONE | PC | IN SUPPORT OF RAPPAHANNOCK HISTORICAL SOCIETY'S EFFORT TO PRESERVE RAPPAHANNACK COUNTY'S HERITAGE. | $5,000 |
| RAPPAHANNOCK PANTRY INC | |||||||
| 603 MT SALEM AVENUE | WASHINGTON | VA | 22747 | NONE | PC | IN SUPPORT OF A FOOD PANTRY FOR LOW INCOME FAMILIES. | $10,000 |
| SCENIC HUDSON LAND TRUST INC | |||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | NONE | PC | IN SUPPORT OF GENERAL OPERATIONS AIMED AT PROTECTING THE HUDSON RIVER VALLEY AND INCREASING PUBLIC ACCESS TO THE HUDSON RIVER. | $60,000 |
| SECOND STAGE THEATRE | |||||||
| 305 W 43RD STREET | NEW YORK | NY | 10036 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $25,000 |
| SOUTH CAROLINA COASTAL CONSERVATION LEAGUE INC | |||||||
| 328 E BAY ST | CHARLESTON | SC | 29401 | NONE | PC | FOR THE BENEFIT OF PROGRAMS IN FAVOR OF HIGH ENERGY EFFICIENCY STANDARDS IN SOUTH CAROLINA, AND PROGRAMS TO CONSERVE OPEN SPACE. | $20,000 |
| SPERRYVILLE VOLUNTEER RESCUE SQUAD INC | |||||||
| PO BOX 178 | SPERRYVILLE | VA | 22740 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $6,000 |
| SAINT DAVID'S SCHOOL | |||||||
| 12 EAST 89TH ST | NEW YORK | NY | 10128 | NONE | PC | F/B/O HORIZONS,IN SUPPORT OF INDEPENDENT SUMMER ENRICHMENT PROGRAM FOR LOW-INCOME | $30,000 |
| ST PAUL'S SCHOOL | |||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | NONE | PC | SECOND INSTALLMENT OF A THREE YEAT $300,000 GRANT IN SUPPORT OF THE GREVE SCHOLARSHIP FUND AT ST. PAUL'S SCHOOL. | $100,000 |
| TAKE THE FIELD INC | |||||||
| 665 BROADWAY SUITE 1001 | NEW YORK | NY | 10012 | NONE | PF | IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC ATHLETIC FIELDS. | $25,000 |
| TWO EAST SIXTY SECOND STREET FOUNDATION | |||||||
| 2 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES OF THE KNICKERBOCKER CLUB. | $5,000 |
| WAKEFIELD COUNTRY DAY SCHOOL INC | |||||||
| PO BOX 739 | FLINT HILL | VA | 22627 | NONE | PC | FOR THE BENEFIT OF PAYING FOR TUITION ASSISTANCE TO DESERVING STUDENTS. | $20,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | PC | IN SUPPORT OF THE CAPITAL CAMPAIGN FOR THE WHITNEY'S BUILDING CONSTRUCTION AND EXPANDED PROGRAMS AND ACTIVITIES. | $150,000 |
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC | |||||||
| 575 MADISON AVE | NEW YORK | NY | 10022 | NONE | PC | F/B/O UWC ATLANTIC COLLEGES IN SUPPORT OF SUPPLYING SCHOLARSHIPS TO DESERVING STUDENTS | $10,000 |
| YALE UNIVERSITY | |||||||
| 20 LITCHFIELD RD | NORFOLK | CT | 06058 | NONE | PC | F/B/O NORFOLK CHAMBER MUSIC, IN SUPPORT OF THE SECOND PHASE OF RESTORATION OF HISTORIC MUSIC SHED | $25,000 |
| HEADWATERS RAPPAHANNOCK COUNTY PUBLIC EDUCATION FOUNDATION INC | |||||||
| PO BOX 114 12018 LEE HIGHWAY | SPERRYVILLE | VA | 22740 | NONE | PC | IN SUPPORT OF RAPPAHANNOCK COUNTY PUBLIC SCHOOL SYSTEM. | $6,500 |
| LAND TRUST ALLIANCE INC | |||||||
| 1660 L ST NW SUITE 1100 | WASHINGTON | DC | 20036 | NONE | PC | TO HELP ADVANCE LAND TRUST SUCCESS, ESPECIALLY AMONG ALL-VOLUNTEER LAND TRUSTS ACROSS THE NORTHEAST. | $50,000 |
| RELIGIONS FOR PEACE USA INC | |||||||
| 777 UNITED NATIONS PLAZA 1 | NEW YORK | NY | 10017 | NONE | PC | IN SUPPORT OF THE GENERAL BUDGET OF OUR MUSLIM NEIGHBOR PROJECT | $39,999 |
| BROOKLYN ACADEMY OF MUSIC INC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PC | SECOND INSTALLMENT OF A 2 YEAR GRANT IN SUPPORT OF THETHEIR INTERNSHIP PROGRAMS. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,319,199 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,371 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $248,701 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$34,949 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$21,276 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,031 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $185,855 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,479,579 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $150,906 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,781,406 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,932,312 | 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 | AUDITING & TAX | CategoryTxt |
| Amt | $32,776 | Amt |
| Net Investment Income | $24,582 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,194 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (59 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| OFFICE FURNISHINGS & EQUIPMENT | 2005-07-01 | $27,406 | $27,406 | SL | 5.000000000000 | $0 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2005-07-01 | $73,748 | $73,748 | SL | 7.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2006-07-01 | $10,218 | $10,218 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2007-07-01 | $16,746 | $16,746 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2011-07-01 | $1,093 | $582 | SL | 5.000000000000 | $401 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2012-07-01 | $11,153 | $5,577 | SL | 5.000000000000 | $2,231 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2013-01-01 | $5,385 | $1,616 | SL | 5.000000000000 | $1,077 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2014-12-31 | $9,523 | $1,118 | SL | 5.000000000000 | $2,236 | $0 | |
| ARTWORK | 1994-07-01 | $2,000 | $1,000 | NC | $0 | $0 | 0.000000000000 | |
| ARTWORK | 1997-07-01 | $20,000 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1998-07-01 | $4,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1999-07-01 | $7,800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1999-07-01 | $3,800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1999-07-01 | $2,000 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $4,900 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $2,300 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $4,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $1,775 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $1,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1997-07-01 | $2,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $4,675 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2002-07-01 | $1,353 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2005-07-01 | $5,900 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2005-07-01 | $1,203 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2005-07-01 | $1,204 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $2,579 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $1,100 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $2,960 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $3,150 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $1,980 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $1,992 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $2,110 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,172 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $510 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $3,960 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,600 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $950 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $2,700 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $985 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $3,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $310 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2008-07-01 | $2,083 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2008-07-01 | $936 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2009-07-01 | $1,300 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2011-07-01 | $1,169 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2011-07-01 | $2,751 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2012-07-01 | $1,080 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2012-07-01 | $2,430 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2013-07-01 | $5,095 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2013-07-01 | $827 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2014-07-01 | $2,200 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2014-07-01 | $950 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2015-07-01 | $2,048 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,750 | NC | $0 | $0 | 0.000000000000 | ||
| OFFICE FURNISHINGS & EQUIPMENT | 2001-07-01 | $3,413 | $3,072 | SL | 10.000000000000 | $341 | $0 | |
| FULLY DEPRECIATED ASSETS TO TIE TO BOOKS | 1999-07-01 | $3,498 | $3,498 | SL | 10.000000000000 | $0 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | AG REALTY FUND III LP | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $185,855 | GrossSalesPriceAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $185,855 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VIII, SECTION 1 | FormAndLineReferenceDesc |
| Medium Explanation | INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUDATION MANAGERS, HIGHLY PAID EMPLOYEES, AND CONTRACTORS.MS. FRANKLIN IS COUNSEL AT SIMPSON THACHER & BARTLETT LLP WHICH IS COMPENSATED AS LEGAL COUSEL TO THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST SELECT EQUITIES LP | $3,477,831 | $3,477,831 |
| US TRUST SOLARIS FUNDS | $10,657,209 | $10,657,209 |
| UNREALIZED APPRECIATION | $0 | $0 |
| SEMPER VIC PARTNERS | $1,237,648 | $1,237,648 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEG PARTNERS OFFSHORE | FMV | $4,035,098 | $4,035,098 |
| EXCELSIOR VENTURE PARTNERS III LLC | FMV | $97,935 | $97,935 |
| LEEDS EQUITY PARTNERS IV LP | FMV | $306,947 | $306,947 |
| BRUCKMAN ROSSER SHERILL LP | FMV | $91,629 | $91,629 |
| AG REALTY FUND VIII LP | FMV | $1,563,435 | $1,563,435 |
| INVESTMENTS IN FOREIGN PARTNERSHIPS | FMV | $366,699 | $366,699 |
| LEEDS EQUITY PARTNERS III LP | FMV | $30,387 | $30,387 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (58 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNISHINGS & EQUIPMENT | $27,406 | $27,406 | $0 |
| LEASEHOLD IMPROVEMENTS | $73,748 | $73,748 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $10,218 | $10,218 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $16,746 | $16,746 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $1,093 | $983 | $110 |
| OFFICE FURNISHINGS & EQUIPMENT | $11,153 | $7,808 | $3,345 |
| OFFICE FURNISHINGS & EQUIPMENT | $5,385 | $2,693 | $2,692 |
| OFFICE FURNISHINGS & EQUIPMENT | $9,523 | $3,354 | $6,169 |
| ARTWORK | $2,000 | $1,000 | $1,000 |
| ARTWORK | $20,000 | $0 | $20,000 |
| ARTWORK | $4,500 | $0 | $4,500 |
| ARTWORK | $7,800 | $0 | $7,800 |
| ARTWORK | $3,800 | $0 | $3,800 |
| ARTWORK | $2,000 | $0 | $2,000 |
| ARTWORK | $4,900 | $0 | $4,900 |
| ARTWORK | $800 | $0 | $800 |
| ARTWORK | $2,300 | $0 | $2,300 |
| ARTWORK | $4,500 | $0 | $4,500 |
| ARTWORK | $1,775 | $0 | $1,775 |
| ARTWORK | $1,500 | $0 | $1,500 |
| ARTWORK | $2,500 | $0 | $2,500 |
| ARTWORK | $4,675 | $0 | $4,675 |
| ARTWORK | $1,353 | $0 | $1,353 |
| ARTWORK | $5,900 | $0 | $5,900 |
| ARTWORK | $1,203 | $0 | $1,203 |
| ARTWORK | $1,204 | $0 | $1,204 |
| ARTWORK | $2,579 | $0 | $2,579 |
| ARTWORK | $1,100 | $0 | $1,100 |
| ARTWORK | $2,960 | $0 | $2,960 |
| ARTWORK | $3,150 | $0 | $3,150 |
| ARTWORK | $1,980 | $0 | $1,980 |
| ARTWORK | $1,992 | $0 | $1,992 |
| ARTWORK | $800 | $0 | $800 |
| ARTWORK | $2,110 | $0 | $2,110 |
| ARTWORK | $1,172 | $0 | $1,172 |
| ARTWORK | $510 | $0 | $510 |
| ARTWORK | $3,960 | $0 | $3,960 |
| ARTWORK | $1,600 | $0 | $1,600 |
| ARTWORK | $950 | $0 | $950 |
| ARTWORK | $2,700 | $0 | $2,700 |
| ARTWORK | $985 | $0 | $985 |
| ARTWORK | $3,500 | $0 | $3,500 |
| ARTWORK | $310 | $0 | $310 |
| ARTWORK | $1,500 | $0 | $1,500 |
| ARTWORK | $2,083 | $0 | $2,083 |
| ARTWORK | $936 | $0 | $936 |
| ARTWORK | $1,300 | $0 | $1,300 |
| ARTWORK | $1,169 | $0 | $1,169 |
| ARTWORK | $2,751 | $0 | $2,751 |
| ARTWORK | $1,080 | $0 | $1,080 |
| ARTWORK | $2,430 | $0 | $2,430 |
| ARTWORK | $5,095 | $0 | $5,095 |
| ARTWORK | $827 | $0 | $827 |
| ARTWORK | $2,200 | $0 | $2,200 |
| ARTWORK | $950 | $0 | $950 |
| ARTWORK | $2,048 | $0 | $2,048 |
| ARTWORK | $1,750 | $0 | $1,750 |
| FULLY DEPRECIATED ASSETS TO TIE TO BOOKS | $3,498 | $3,498 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $72,055 | LegalFeesAmt |
| Net Investment Income | $18,014 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $54,041 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $19,330 | BOYBookValueAmt |
| EOY Book Value | $19,330 | EOYBookValueAmt |
| EOYFMV | $19,330 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED LOSS | Desc |
| Amt | $874,983 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $7,947 | $3,974 | $3,974 |
| DUES & SUBSCRIPTIONS | $3,165 | $1,237 | $1,928 |
| OFFICE OPERATING EXPENSE | $24,292 | $12,146 | $12,146 |
| NYS CHARITY FILING FEES | $725 | $0 | $725 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AG REALTY FUND VIII LP - OTHER BUSINESS INCOME | $64,693 | $64,693 | $64,693 |
| AG REALTY FUND VIII LP - OTHER INVESTMENT INCOME | -$56,751 | -$21,276 | -$56,751 |
| AG REALTY FUND VIII LP - RENTAL INCOME | $0 | ||
| AG REALTY FUND VIII LP - OTHER BUSINESS INCOME | $526 | $0 | $526 |
| EXCELSIOR VENTURE PARTNERS III LLC | $338 | $0 | $338 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $17,500 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES AND OTHER PAYABLES | $50,675 | $82,623 |
| DEFERRED FEDERAL EXCISE TAX | $139,187 | $121,687 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY & REPORTING FEES | $10,948 | $10,948 | $0 |
| INVESTMENT MANAGEMENT | $120,381 | $120,381 | $0 |
| CONSULTING | $30,210 | $7,553 | $22,658 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $15,120 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $6,532 | $6,532 | $0 |
| FEDERAL BUSINESS TAX | $18,315 | $0 | $0 |
| NEW YORK STATE UBT | $9,223 | $0 | $0 |