OVERBROOK FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- OVERBROOK FOUNDATION (EIN 13-6088860)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-10
- IRS object ID
- 201543149349101304
- Schema version
- 2014v5.0
- 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 | 2015-11-10T14:14:05-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-10 | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $167,713,218 | 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 | $2,692,404 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,730,752 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,258,096 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $108,949,725 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,629,033 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$33,833 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $479,648 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $31,916,667 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,839,433 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $579,355 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $210,697 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $366,481 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $455,074 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,662 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $448,411 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $317,682 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $37,260 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $283,063 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $132,052 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $38,682 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $88,623 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,223,635 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,069,975 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $169,860 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,834 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,834 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $624,537 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,825 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,525 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $16,204 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $87,673 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,767 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $94,701 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $70,885 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $73,941 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,805 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52,770 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,594,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,419,952 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,592,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,754,528 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,169,528 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,349,264 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,419,952 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,762,153 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,567,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,419,481 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,466,079 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,219,614 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,219,614 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $14,783 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $122,651 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $122,651 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $93,258,323 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,196,327 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,196,327 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $66,350,013 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $71,352,889 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $71,352,889 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $516,915 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $194,650 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $128,243 | LandBOYAmt |
| Land EOY | $322,265 | LandEOYAmt |
| Land EOYFMV | $322,265 | LandEOYFMVAmt |
| Other Assets BOY | $10,185,999 | OtherAssetsBOYAmt |
| Other Assets EOY | $499,472 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $499,472 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $177,403,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $167,713,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $167,713,218 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $242,896 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $109,305 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,175,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $760,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,000,779 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $375,485 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,418,675 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,244,790 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $174,984,765 | UnrestrictedBOYAmt |
| Unrestricted EOY | $166,468,428 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $174,984,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $166,468,428 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $177,403,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $167,713,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $174,984,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,567,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $196,552,168 | SubtotalAmt |
| Other Decreases | $30,083,740 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $166,468,428 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $100,386,492 | $79,213,305 | $21,173,187 | $21,173,187 | |
| PASS THROUGH NET GAIN FROM HEDGE FUNDS | $7,567,859 | $7,567,859 | $7,567,859 | P | |
| PASS THROUGH NET GAIN FROM VENTURE CAPITAL FUNDS | $21,218 | $21,218 | $21,218 | P | |
| PASS THROUGH NET GAIN FROM REAL ESTATE PARTNERSHIPS | $11,518 | -$11,518 | -$11,518 | P | |
| PASS THROUGH NET GAIN FROM PRIVATE EQUITY | $974,156 | $974,156 | $974,156 | P | |
| PASS THROUGH NET GAIN FROM MASTER LIMITED PARTNERSHIPS | $86,032 | -$86,032 | -$86,032 | P | |
| SUBJECT TO UBIT | $9,837 | -$9,837 | -$9,837 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,629,033 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,812,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $150,364,394 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045309 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,215,975 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $134,211,534 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053766 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,530,922 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $128,628,988 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058548 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,313,409 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $123,092,385 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067538 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,761,473 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $112,786,650 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077682 | DistributionYr5Rt |
| Total Distribution | 0.302843 | TotalDistributionRt |
| Average Distribution | 0.060569 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $179,422,974 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,867,470 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $304,195 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,171,665 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,972,378 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $608,390 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $608,390 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $608,390 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $566,744 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $200,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $766,744 | TotalPaymentsAndCreditsAmt |
| Overpayment | $158,354 | OverpaymentAmt |
| Applied To ES Tax | $158,354 | 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 Foundation | 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 (15 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 UNTIL 6-26-14 | |||||||||
| 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 SINCE 11-4-14 | |||||||||
| 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 | VICE-CHAIR/TREASURER | 8.00 | $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 | CHAIR OF THE BOARD | 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 | $324,753 | $55,827 | $0 |
| MARY GRECCO | |||||||||
| C/O OVERBROOK FOUNDATION 60 EAST | 42ND STREET | NEW YORK | NY | 10165 | ASST SECRETARY & CFO | 40.00 | $254,602 | $42,627 | $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 | $202,776 | $56,883 | $0 |
| SAMANTHA HARVEY | ||||||||
| C/O ORGANIZATION 60 E 42ND STREET | NEW YORK | NY | 10165 | PROGRAM ASSOCIATE | 35.00 | $80,061 | $28,074 | $0 |
| NIKOLE LAVELLE | ||||||||
| C/O ORGANIZATION 60 E 42ND STREET | NEW YORK | NY | 10165 | ASST GRANTS MANAGER | 35.00 | $66,622 | $19,568 | $0 |
| SARAH ABELOW | ||||||||
| C/O ORGANIZATION 60 E 42ND STREET | NEW YORK | NY | 10165 | PROGRAM ASSOCIATE | 35.00 | $60,313 | $17,006 | $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 | $1,321,242 |
| SANDTON CREDIT SOLUTIONS ON SHORE FUND III | |||||
| 25 WEST 45TH STREET | NEW YORK | NY | 10036 | INVESTMENT MANAGEMENT | $160,309 |
| GREENHAVEN ASSOCIATES INC | |||||
| 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | INVESTMENT MANAGEMENT | $134,532 |
| STABILIS FUND III | |||||
| 767 FIFTH AVENUE | NEW YORK | NY | 10153 | INVESTMENT MANAGEMENT | $134,444 |
| PATTERSON BELKNAP WEBB & TYLER | |||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | LEGAL | $132,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | 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 | $162,669,779 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,142,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,342,736 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $182,155,304 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $182,155,304 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,732,330 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $179,422,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,971,149 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,971,149 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $608,390 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $608,390 | TotalTaxAmt |
| Distributable Before Adj | $8,362,759 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,362,759 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,362,759 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,762,153 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $210,225 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,972,378 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,972,378 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,362,759 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,118,981 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,204,236 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,272,767 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $825,575 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $7,421,559 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,972,378 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,972,378 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $390,381 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $390,381 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,031,178 | 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 | $2,728,600 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,302,578 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,204,236 | ExcessFromYear4Amt |
| Excess From Year3 | $1,272,767 | ExcessFromYear3Amt |
| Excess From Year2 | $825,575 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (150 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 1010 | Brooklyn | NY | 10021 | PC | General Operating Support | $40,000 | ||||||
| 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 | ||||||
| African Wildlife Foundation | ||||||||||||
| 1400 16th Street NW Suite 120 | Washington | DC | 20036 | PC | Support Of The Elephant Program | $12,500 | ||||||
| Ali Forney Center | ||||||||||||
| 224 West 35th Street 1500 | New York | NY | 10123 | PC | General Operating Support | $500 | ||||||
| ALIGN | ||||||||||||
| 50 Broadway 29th Floor | New York | NY | 10004 | PC | Transform Don't Trash Project | $30,000 | ||||||
| Alliance for Climate Education (ACE) | ||||||||||||
| 426 17th Street Suite 450 | Oakland | CA | 94612 | PC | General Operating Support | $50,000 | ||||||
| Amazon Conservation Team | ||||||||||||
| 4211 N Fairfax Drive | Arlington | VA | 22203 | PC | Daniel Matapi and Roberto Franco Memorial Fund | $1,000 | ||||||
| Amazon Conservation Team | ||||||||||||
| 4211 N Fairfax Drive | Arlington | VA | 22203 | PC | Linking Human Rights and Environmental Protection in Colombia: Designing a first contact contingency plan with isolated tribes of the Amazon | $35,000 | ||||||
| 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 | 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 Latin America | $50,000 | ||||||
| American Sustainable Business Council | ||||||||||||
| 1401 New York Avenue NW Suite 1225 | Washington | DC | 20005 | PC | General Operating Support for Movement - Building | $25,000 | ||||||
| Americans for Oxford Inc | ||||||||||||
| 500 Fifth Avenue 32nd Floor | New York | NY | 10110 | PC | The Goodhart Project | $75,000 | ||||||
| As You Sow Foundation | ||||||||||||
| 1611 Telegraph Ave Suite 1450 | Oakland | CA | 94612 | PC | Consumer Packaging and Electronic Waste | $35,000 | ||||||
| Barnard College | ||||||||||||
| Columbia University 3009 Broadway | New York | NY | 100276598 | PC | Activist Research Conference - May 2015 | $10,000 | ||||||
| Brennan Center for Justice of NYU School of Law | ||||||||||||
| 161 Avenue Of The Americas 12th | New York | NY | 10013 | PC | Money in Politics | $75,000 | Floor | |||||
| Brookline Community Foundation | ||||||||||||
| 40 Webster Place | Brookline | MA | 02445 | PC | General Operating Support | $5,000 | ||||||
| Building Equity & Alignment Initiative | ||||||||||||
| 60 East 42nd Street Suite 565 | New York | NY | 10165 | PC | General Operating Support | $446,012 | ||||||
| Center for Constitutional Rights | ||||||||||||
| 666 Broadway 7th Floor | New York | NY | 10012 | PC | On behalf of Vincent McGee in appreciation for his many years of service on The Overbrook Foundation's Board of Directors | $5,000 | ||||||
| Center for Justice and International Law | ||||||||||||
| 1630 Connecticut Ave NW Suite 401 | Washington | DC | 20009 | PC | General Operating Support | $25,000 | ||||||
| Center for Reproductive Rights | ||||||||||||
| 120 Wall Street 14th Floor | New York | NY | 10005 | PC | Latin America and the Caribbean Program | $70,000 | ||||||
| Center for Responsible Travel (CREST) | ||||||||||||
| 1333 H Street NW Suite 300 East | Washington | DC | 20005 | PC | The Sinaloa Sur Initiative: Protecting Critical Ecosystems through Development of Sustainable Coastal Tourism, Phase 3 | $20,000 | Tower | |||||
| Christ Episcopal Church | ||||||||||||
| 43 South Broadway | Tarrytown | NY | 10591 | PC | Invest in Growth | $250 | ||||||
| Citizens Crime Commission of New York City | ||||||||||||
| 335 Madison Avenue 9th Floor | New York | NY | 10017 | PC | Training curriculum for the E-Responder Program | $10,250 | ||||||
| Civil Liberties and Public Policy ProgramHampshire College | ||||||||||||
| 893 West Street | Amherst | MA | 010025001 | PC | General Operating Support | $30,000 | ||||||
| Clean Production Action | ||||||||||||
| 1310 Broadway Suite 101 | Somerville | MA | 02144 | 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 | ||||||
| Committee to Protect Journalists | ||||||||||||
| 330 Seventh Avenue 11th Floor | New York | NY | 10001 | PC | General Operating Support | $20,000 | ||||||
| Communities for a Better Environment | ||||||||||||
| 6325 Pacific Blvd Ste 300 | Huntington Park | CA | 90255 | PC | General Operating Support | $500 | ||||||
| Community Funds Inc | ||||||||||||
| 909 Third Avenue | New York | NY | 10022 | PC | Funding of Overbrook Family Advised Funds | $1,531,395 | ||||||
| Community Legal Services | ||||||||||||
| 1424 Chestnut Street | Philadelphia | PA | 19102 | PC | General Operating Support | $2,000 | ||||||
| Consultative Group on Biological Diversity | ||||||||||||
| Presidio Building 1016 2nd Floor PO | San Francisco | CA | 941290361 | PC | General Operating Support | $4,550 | Box 29361 | |||||
| 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 | ||||||
| Disability Rights International | ||||||||||||
| 1666 Connecticut Ave NW Suite 325 | Washington | DC | 20009 | PC | Women's Rights Advocacy Initiative: Mexico and Guatemala | $45,000 | ||||||
| Dogwood Alliance | ||||||||||||
| PO Box 7645 | Asheville | NC | 28802 | PC | The Paper Campaign & Carbon Canopy Project | $15,000 | ||||||
| EARTHWORKS | ||||||||||||
| 1612 K Street NW Suite 808 | Washington | DC | 20006 | PC | Protecting Ecosystems and Communities from Dirty Mining | $35,000 | ||||||
| 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 | 2014 Membership | $5,778 | ||||||
| Environmental Investigation Agency | ||||||||||||
| PO Box 53343 | Washington | DC | 20009 | PC | Support of the Elephant Program | $15,000 | ||||||
| Environmental Investigation Agency | ||||||||||||
| PO Box 53343 | Washington | DC | 20009 | PC | General Operating Support | $55,000 | ||||||
| Environmental Paper Network | ||||||||||||
| 16 Eagle Street Suite 200 | Asheville | NC | 28801 | PC | General Operating Support | $20,000 | ||||||
| FIPPOA Charitable Foundation | ||||||||||||
| PO BOX 5305 | Fire Island Pines | NY | 11782 | PC | General Operating Support | $500 | ||||||
| Food Tank | ||||||||||||
| 4858 N Hermitage Avenue Suite 3A | New Orleans | LA | 60640 | PC | General Operating Support | $25,000 | ||||||
| ForestEthics | ||||||||||||
| 601 W Chestnut Building A | San Francisco | CA | 98225 | PC | ForestEthics: OilNet and Business Ethics Network | $55,000 | ||||||
| Forward Together | ||||||||||||
| 1440 Broadway Suite 301 | Oakland | CA | 94612 | PC | General Operating Support | $35,000 | ||||||
| Free Press | ||||||||||||
| 40 Main Street Suite 301 | Florence | MA | 01062 | PC | 2013 Free Press Media Reform Activities: General Operating Support | $45,000 | ||||||
| Freedom To Marry | ||||||||||||
| 155 West 19th Street 2nd Floor | New York | NY | 10011 | PC | General Operating Support | $50,500 | ||||||
| Fundacion Cordillera Tropical | ||||||||||||
| NC | Incentivizing private land conservation and restoration in Sangay National Park, Ecuador including general operating support | $35,000 | Jaime Roldos 4-80 y Huayna Capac | Edificio El Consorcio Oficina 412 | Cuenca | EC | ||||||
| Gay & Lesbian Advocates & Defenders | ||||||||||||
| 30 Winter Street Suite 800 | Boston | MA | 02108 | PC | National Marriage Work | $25,000 | ||||||
| Girls Incorporated of New York City | ||||||||||||
| 120 Wall Street Suite 1804 | New York | NY | 10005 | PC | Scholarship Fund | $500 | ||||||
| Girls Incorporated of New York City | ||||||||||||
| 120 Wall Street Suite 1804 | New York | NY | 10005 | PC | General Operating Support | $770 | ||||||
| Global Alliance for Incinerator Alternatives - GAIA | ||||||||||||
| 1958 University Avenue | Berkeley | CA | 94704 | PC | $30,000 General Operating Support for GAIA's US & Canada Program & $20,000 Ananda Lee Tan | $50,000 | ||||||
| GLSEN Inc | ||||||||||||
| 90 Broad Street Second Floor | New York | NY | 10004 | PC | General Operating Support | $500 | ||||||
| Green Press Initiative | ||||||||||||
| 68 Morningside Drive Suite I | Ashville | NC | 28806 | PC | General Operating Support | $25,000 | ||||||
| Grist Magazine Inc | ||||||||||||
| 710 Second Avenue Suite 860 | Seattle | WA | 98104 | PC | General Operating Support | $55,000 | ||||||
| Groundswell | ||||||||||||
| 1156 15th Street NW 840 | Washington | DC | 20005 | PC | General Operating Support | $40,000 | ||||||
| Groundswell Fund | ||||||||||||
| 436 14th Street Suite 1312 | Oakland | CA | 94612 | PC | General Operating Support | $750 | ||||||
| Groundswell Fund | ||||||||||||
| 436 14th Street Suite 1312 | Oakland | CA | 94612 | PC | The Catalyst Fund: Resources for Women of Color in Reproductive Justice | $75,000 | ||||||
| Grupo Ecologico Sierra Gorda IAP | ||||||||||||
| NC | Strategies to Conserve the Bio-Capacity of the Sierra Gorda Biosphere Reserve, Mexico. | $25,000 | Av La Presa S/N Barrio El Panteon | Jalpan de Serra | MX | 76340 | ||||||
| Health Care Without Harm | ||||||||||||
| 12355 Sunrise Valley Drive Suite | Reston | VA | 20191 | PC | The Healthier Hospitals Initiative | $50,000 | 680 | |||||
| Hetrick-Martin Institute Inc | ||||||||||||
| 2 Astor Place | New York | NY | 10003 | PC | General Operating Support | $500 | ||||||
| Human Rights Project for Girls | ||||||||||||
| 1640 Rhode Island Avenue NW Suite | Washington | DC | 20036 | PC | General Operating Support | $20,000 | 600 | |||||
| Human Rights Watch | ||||||||||||
| 350 Fifth Avenue 34th Floor | New York | NY | 101183299 | PC | Combating Human Rights Violations in Mexico | $45,000 | ||||||
| Humane Society of Greater Jupiter Tequesta | ||||||||||||
| 401 Maplewood Drive 8 | Jupiter | FL | 33458 | PC | Furry Friends | $5,000 | ||||||
| IMAFLORA | ||||||||||||
| NC | Valuation of the Extractive Production, as an Instrument for Consolidating Protected Areas in the Region of Terra do Meio / Par??. | $45,000 | Estrada Chico Mendes 185 | Piracicaba | BR | 13400-970 | ||||||
| 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 Planned Parenthood Federation | ||||||||||||
| Western Hemisphere Region 125 | New York | NY | 10038 | PC | General Operating Support | $40,000 | Maiden Lane 9th Floor | |||||
| International Service for Human Rights | ||||||||||||
| c/o US Friends of ISHR 777 UN Plaza | New York | NY | 10017 | PC | "Promoting a Safe and Enabling Environment for Human Rights Defenders in Meso- and Latin America: Consultation on a Model Law for Human Rights Defenders" | $25,000 | 8th Floor | |||||
| 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 | $25,000 | ||||||
| Just Vision Inc | ||||||||||||
| 1616 P St NW Suite 340 | Washington | DC | 20036 | PC | General Operating Support | $250 | ||||||
| Lambda Legal Defense & Education Fund | ||||||||||||
| 120 Wall Street 19th Floor | New York | NY | 100053904 | PC | General Operating Support | $60,000 | ||||||
| Leadership Conference Education Fund | ||||||||||||
| 1629 K Street NW 10th Floor | Washington | DC | 20006 | PC | Human Rights Policy and Education Project | $40,000 | ||||||
| Legal Aid Society of Palm Beach County | ||||||||||||
| 423 Fern Street Suite 200 | West Palm Beach | FL | 33401 | PC | Elders on the Edge | $5,000 | ||||||
| Lifetime Arts | ||||||||||||
| 81 Centre Avenue Suite 307 | New Rochelle | NY | 10801 | PC | General Operating Support | $250 | ||||||
| Los Angeles Alliance for a New Economy (LAANE) | ||||||||||||
| 464 Lucas Avenue Suite 202 | Los Angeles | CA | 90017 | PC | Don't Waste L.A. | $35,000 | ||||||
| Maret School | ||||||||||||
| 3000 Cathedral Avenue NW | Washington | DC | 20008 | PC | Maret Annual Fund | $5,063 | ||||||
| Maret School | ||||||||||||
| 3000 Cathedral Avenue NW | Washington | DC | 20008 | PC | Maret and Malone Schools Online Network | $12,500 | ||||||
| Mongabay Org Corp | ||||||||||||
| 37 W Summit Dr | Emerald Hills | CA | 94062 | PC | Special Reporting Initiative (SRI): Is Brazil's success displacing deforestation to other Amazon countries? General Operating Support | $50,000 | ||||||
| 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 | General Operating Support | $500 | ||||||
| Nantucket Safe Harbor for Animals | ||||||||||||
| PO Box 2844 | Nantucket | MA | 02584 | PC | Promises to Pets | $500 | ||||||
| National Advocates for Pregnant Women | ||||||||||||
| 15 West 36th Street Suite 901 | New York | NY | 10018 | PC | General Operating Support | $40,250 | ||||||
| National Asian Pacific American Women's Forum | ||||||||||||
| 68 Jay St Suite 201 | Brooklyn | NY | 11201 | PC | General Operating Support | $38,000 | ||||||
| National Economic & Social Rights Initiative | ||||||||||||
| 90 John Street Suite 308 | New York | NY | 10038 | PC | General Operating Support | $40,000 | ||||||
| National Employment Law Project | ||||||||||||
| 75 Maiden Lane Suite 601 | New York | NY | 10038 | PC | General Operating Support | $5,000 | ||||||
| National Gay and Lesbian Task Force Foundation | ||||||||||||
| 1325 Massachusetts Avenue | Washington | DC | 20005 | PC | Task Force Academy Power Summit in Oregon 2014 | $25,000 | ||||||
| Natural Resources Defense Council | ||||||||||||
| 40 West 20th Street | New York | NY | 10011 | PC | Promoting Extended Producer Responsibility and Sustainable School Food and Packaging | $70,000 | ||||||
| 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 | ||||||
| New America Media (Pacific News Services) | ||||||||||||
| 209 9th Street 2nd Floor | San Francisco | CA | 94103 | PC | General Support For Transition Plan & Implementation | $25,000 | ||||||
| New Economics Institute | ||||||||||||
| 89 South Street Suite 406 | Boston | MA | 02111 | PC | General Operating Support | $5,000 | ||||||
| New England Yearly Meeting of Friends | ||||||||||||
| 901 Pleasant Street | Worcester | MA | 01602 | PC | to support the legal defense fund of Ken Ward | $5,000 | ||||||
| New York Botanical Garden | ||||||||||||
| 2900 Southern Boulevard | Bronx | NY | 10458 | PC | Professional Woodsmen for Managed Forests in Amazonian Brazil | $50,000 | ||||||
| New York City Anti-Violence Project | ||||||||||||
| 240 West 35th Street Suite 200 | New York | NY | 10001 | PC | General Operating Support | $500 | ||||||
| New York Civil Liberties Union Foundation | ||||||||||||
| 125 Broad Street 19th Floor | New York | NY | 10004 | PC | Advancing New Yorkers' Human Rights | $35,000 | ||||||
| New York Harbor Foundation | ||||||||||||
| Governors Island 10 South Street | New York | NY | 10004 | PC | Billion Oyster Project | $35,000 | Slip 7 | |||||
| New York Public Radio | ||||||||||||
| 160 Varick Street | New York | NY | 10013 | PC | On the Media | $40,000 | ||||||
| New York Public Radio | ||||||||||||
| 160 Varick Street | New York | NY | 10013 | PC | WQXR | $500 | ||||||
| North and Central Merrick Civic Association | ||||||||||||
| PO Box 500 | Merrick | NY | 11566 | PC | Merrick Beautification | $250 | ||||||
| North Star Fund | ||||||||||||
| 520 Eighth Avenue Suite 2203 | New York | NY | 100186656 | PC | General Operating Support | $758 | ||||||
| Open Space Institute | ||||||||||||
| 1350 Broadway Suite 201 | New York | NY | 10018 | PC | Abingdon Square Conservancy | $500 | ||||||
| Paws 4 Liberty Inc | ||||||||||||
| 8939 Palomino Drive | Lake Worth | FL | 33467 | PC | General Operating Support | $5,000 | ||||||
| Peace Brigades International - USA | ||||||||||||
| PO Box 75880 | Washington | DC | 20013 | PC | Protecting Human Rights Defenders in Mexico, Guatemala, Honduras and Colombia | $30,000 | ||||||
| People and Plants International | ||||||||||||
| PO Box 251 | Bristol | VT | 05443 | PC | Community-based Forest Management in Central Mexico | $60,000 | ||||||
| Philanthropy New York | ||||||||||||
| 1500 Broadway 7th Floor | New York | NY | 10036 | PC | Grants Portion of Membership | $11,050 | ||||||
| Philanthropy New York | ||||||||||||
| 1500 Broadway 7th Floor | New York | NY | 10036 | PC | Philanthropy New York Fund for 2025 | $25,500 | ||||||
| Piper Fund | ||||||||||||
| 15 Research Dr Suite B | Amherst | MA | 01002 | PC | Collaborative Communications Initiative | $75,000 | ||||||
| Product Stewardship Institute Inc | ||||||||||||
| 29 Stanhope Street 3rd Floor | Boston | MA | 02116 | PC | Extend Producer Responsibility for Batteries, Carpet, Packaging & Paint | $20,000 | ||||||
| Pronatura Noroeste AC | ||||||||||||
| NC | Protection of the Cabo Pulmo National Park region, Baja California Sur: work plan for 2015. | $50,000 | Calle Decima No 60 Zona Centro | Ensenada | MX | 22800 | ||||||
| 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 | General Operating Support | $500 | ||||||
| Rainforest Action Network | ||||||||||||
| 425 Bush St Ste 300 | San Francisco | CA | 94108 | PC | Rainforest Agribusiness Campaign | $40,000 | ||||||
| Rainforest Alliance | ||||||||||||
| 233 Broadway 28th Floor | New York | NY | 10279 | PC | General Operating Support | $10,000 | ||||||
| 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 | ||||||
| Root Capital | ||||||||||||
| 955 Massachusetts Avenue 5th Floor | Cambridge | MA | 02139 | PC | General Operating Support for activities in Ecuador, Mexico, and Nicaragua | $75,000 | ||||||
| St Stephen's School | ||||||||||||
| 15 Gramercy Park South | New York | NY | 10003 | PC | General Operating Support | $12,562 | ||||||
| Sustainable Agriculture Network | ||||||||||||
| NC | General Operating Support | $60,000 | 150 metros sur de La Casa de Doa | Lela Lomas de Ayarco Sur | Curridabat | CS | ||||||
| Sustainable South Bronx | ||||||||||||
| 1231 Lafayette Avenue 4th Floor | Bronx | NY | 10474 | PC | Recycling and Green Jobs: Taking it to the Next Level | $15,000 | ||||||
| Texas Environmental Justice Advocacy Services | ||||||||||||
| 6733 Harrisburg Blvd | Houston | TX | 77011 | PC | General Operating Support | $500 | ||||||
| The Animal Medical Center | ||||||||||||
| 510 East 62nd Street | New York | NY | 10065 | PC | General Operating Support | $840 | ||||||
| The Cyrus R Vance Center for International Justice | ||||||||||||
| 42 West 44th Street | New York | NY | 10036 | PC | General Operating Support | $15,000 | ||||||
| The Foundation Center | ||||||||||||
| 79 Fifth Avenue | New York | NY | 10003 | PC | General Operating Support | $5,000 | ||||||
| The New Press | ||||||||||||
| 120 Wall Street 31st Floor | New York | NY | 10005 | PC | General Operating Support | $5,000 | ||||||
| The New Press | ||||||||||||
| 120 Wall Street 31st Floor | New York | NY | 10005 | PC | For Books Related to Money in Politics | $35,000 | ||||||
| The Sentencing Project | ||||||||||||
| 1705 DeSales Street NW 8th Floor | Washington | DC | 20036 | PC | General Operating Support | $3,000 | ||||||
| The Story of Stuff Project | ||||||||||||
| 1442 A Walnut Street 272 | Berkeley | CA | 94709 | PC | General Operating Support | $40,000 | ||||||
| The University of Oklahoma Women's and Gender Studies Program Center for So | ||||||||||||
| 731 Elm Avenue Robertson Hall 101 | Norman | OK | 73019 | PC | Take Root: Red State Perspectives on Reproductive Justice 2015 Conference | $10,000 | ||||||
| The Wildfire Project | ||||||||||||
| 857 Broadway 3rd Floor | Brooklyn | NY | 10003 | PC | General Operating Support | $20,000 | ||||||
| Third Wave Fund | ||||||||||||
| PO Box 1159 | Brooklyn | NY | 11238 | PC | General Operating Support | $30,000 | ||||||
| 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 | Peoples March for Climate Justice | $50,000 | ||||||
| UPSTREAM | ||||||||||||
| 205 Three Oaks Drive | Athens | GA | 30607 | PC | Campaign for Sustainable Products | $15,000 | ||||||
| Urban Justice Center | ||||||||||||
| 123 William Street 16th Floor | New York | NY | 10038 | PC | General Operating Support for Human Rights Project | $30,000 | ||||||
| URGE | ||||||||||||
| 1317 F St NW Suite 501 | Washington | DC | 20004 | PC | General Operating Support | $25,000 | ||||||
| Urgent Action Fund of Latin America for Women's Human Rights | ||||||||||||
| NC | General Operating Support | $40,000 | Carrera 27A No 40A-68 Piso 2 Barrio | La Soledad | Bogota | CO | ||||||
| US Human Rights Network | ||||||||||||
| 250 Georgia Avenue Suite 330 | Atlanta | GA | 30312 | PC | General Operating Support | $40,000 | ||||||
| Western States Center | ||||||||||||
| PO Box 40305 | Portland | OR | 972400305 | PC | Gender Justice Program | $35,000 | ||||||
| WildAid Inc | ||||||||||||
| 744 Montgomery Street Suite 300 | San Francisco | CA | 94111 | PC | Elephant Conservation Work - To Decrease Demand for Ivory | $10,000 | ||||||
| Wildlife Conservation Network | ||||||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | PC | Save the Elephants | $10,000 | ||||||
| Wildlife Conservation Society (WCS) | ||||||||||||
| 2300 Southern Boulevard | Bronx | NY | 10460 | PC | Improving Rural Livelihoods through Natural Resource Conservation in the Pantanal of Brazil and Yasun?? National Park, Ecuador | $50,000 | ||||||
| Wildlife Conservation Society (WCS) | ||||||||||||
| 2300 Southern Boulevard | Bronx | NY | 10460 | PC | Work Securing the Okapi Faunal Reserve in the Democratic Republic of Congo | $12,500 | ||||||
| WITNESS | ||||||||||||
| 80 Hanson Place | Brooklyn | NY | 11217 | PC | Promoting Human Rights in the Americas Through Video-for-Change | $45,000 | ||||||
| Women's Link Worldwide | ||||||||||||
| PO Box 415 | Brooklyn | NY | 05663 | PC | General Operating Support | $25,000 | ||||||
| Zero Waste Detroit | ||||||||||||
| 2727 Second Ave Ste 112 | Detroit | MI | 48201 | PC | General Operating Support | $1,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,169,528 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |||||
| American Civil Liberties Union Foundation | |||||||||||
| 125 Broad Street 18th Floor | New York | NY | 100042400 | PC | ACLU Human Rights Program | $60,000 | |||||
| As You Sow Foundation | |||||||||||
| 1611 Telegraph Ave Suite 1450 | Oakland | CA | 94612 | PC | Consumer Packaging and Electronic Waste | $35,000 | |||||
| Civil Liberties and Public Policy ProgramHampshire College | |||||||||||
| 893 West Street | Amherst | MA | 010025001 | PC | General Operating Support | $30,000 | |||||
| CoreAlign | |||||||||||
| University of California Regents | Oakland | CA | 94612 | PC | General Operating Support | $80,000 | 1330 Broadway Suite 1100 | ||||
| Environmental Defender Law Center | |||||||||||
| 407 W Koch Street | Bozeman | MT | 59715 | PC | General Operating Support | $25,000 | |||||
| Forward Together | |||||||||||
| 1440 Broadway Suite 301 | Oakland | CA | 94612 | PC | General Operating Support | $35,000 | |||||
| Front Line-International Foundation for the Protection of Human Rights Defe | |||||||||||
| 345 Park Avenue 17th Fl | New York | NY | 10154 | PC | Protection of Latin American Human Rights Defenders | $50,000 | |||||
| In Our Backyards (iobyorg) | |||||||||||
| 540 President Street 3rd Floor | Brooklyn | NY | 11211 | 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 | |||||
| Philanthropy New York | |||||||||||
| 1500 Broadway 7th Floor | New York | NY | 10036 | PC | Philanthropy New York Fund for 2025 | $25,000 | |||||
| Piper Fund | |||||||||||
| 15 Research Dr Suite B | Amherst | MA | 01002 | PC | Collaborative Communications Initiative | $75,000 | |||||
| RepresentUs Education Fund | |||||||||||
| PO Box 60008 | Florence | MA | 01062 | PC | General Operating Support | $75,000 | |||||
| The New Press | |||||||||||
| 120 Wall Street 31st Floor | New York | NY | 10005 | PC | For Books Related to Money in Politics | $70,000 | |||||
| Urgent Action Fund of Latin America for Women's Human Rights | |||||||||||
| NC | General Operating Support | $40,000 | Carrera 27A No 40A-68 Piso 2 Barrio | La Soledad | Bogota | CO | |||||
| US Human Rights Network | |||||||||||
| 250 Georgia Avenue Suite 330 | Atlanta | GA | 30312 | PC | General Operating Support | $40,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $760,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,692,404 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $41,555 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,837 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,248,259 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$513,481 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $438,093 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$503,644 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,420,311 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,916,667 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OWEN FLANAGAN CPA'S - AUDIT AND TAX PREPARATION | $35,000 | $26,250 | $0 |
| EISNER AMPER LLP - AUDIT AND TAX PREPARATION | $0 | $0 | $13,250 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 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 | $0 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2006-12-01 | $274,641 | $146,397 | 150DB | 15.000000000000 | $16,204 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| FUNDACION CORDILLERA TROPICAL | |||||||||
| JAIME ROLDOS 4-80 Y HUAYNA CAPAC | CUENCA | EC | 2014-06-04 | $35,000 | INCENTIVIZING PRIVATE LAND CONSERVATION AND RESTORATION IN SANGAY NATIONAL PARK, ECUADOR INCLUDING GENERAL OPERATING SUPPORT | $35,000 | 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 | 2014-11-04 | $25,000 | STRATEGIES TO CONSERVE THE BIO-CAPACITY OF THE SIERRA GORDA BIOSPHERE RESERVE, MEXICO | $25,000 | 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 |
| IMAFLORA | |||||||||
| ESTRADA CHICO MENDES | SAN PAULO | BR | 2014-04-10 | $45,000 | VALUATION OF THE EXTRACTIVE PRODUCTION, AS AN INSTRUMENT FOR CONSOLIDATING PROTECTED AREAS IN THE REGION OF TERRA DO MEIO/PARA | $45,000 | 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 | 2014-11-04 | $50,000 | PROTECTION OF THE CABO PULMO NATIONAL PARK REGION, MEXICO WORKPLAN FOR 2015 | $50,000 | 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 | |||||||||
| 150 METROS SUR DE LA CASA DE DONA | SAN JOSE | CS | 2014-11-04 | $60,000 | GENERAL OPERATING SUPPORT | $60,000 | 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-8 PISO 2 | BOGOTA | CO | 2014-06-04 | $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 | FORM 990-PF PART VII-A LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | THE OVERBROOK FOUNDATION HAS MADE DISTRIBUTIONS TO A DONOR-ADVISED FUND AND TREATED THESE DISTRIBUTIONS AS QUALIFYING DISTRIBUTIONS. IT HAS MADE THESE DISTRIBUTIONS TO FACILITATE COST-EFFECTIVE BROAD-BASED GRANT MAKING WITHIN THE WIDER CHARITABLE COMMUNITY. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $1,068,082 | $1,068,082 |
| AIR CANADA CMN | $1,011,179 | $1,011,179 |
| AIRGAS INC COM | $253,396 | $253,396 |
| AMBAC FINANCIAL GROUP, INC. | $1,649,561 | $1,649,561 |
| APPLIED MINERALS INC COM | $493,244 | $493,244 |
| BOEING COMPANY CMN | $519,920 | $519,920 |
| CEDAR FAIR L P DEPOSITRY UNIT | $3,441,560 | $3,441,560 |
| CITIGROUP INC | $811,650 | $811,650 |
| D R HORTON INC COM | $126,450 | $126,450 |
| FEDEX CORPORATION | $1,736,600 | $1,736,600 |
| FIBROGEN, INC. | $2,187,200 | $2,187,200 |
| GLOBALSTAR, INC. | $1,528,016 | $1,528,016 |
| GOLDMAN SACHS GROUP INC | $1,376,193 | $1,376,193 |
| HOEGH LNG HOLDINGS LTD | $186,250 | $186,250 |
| JPMORGAN CHASE & CO | $1,032,570 | $1,032,570 |
| LOWES COMPANIES INC | $1,926,400 | $1,926,400 |
| MACQUARIE INFRASTRUCTURE | $7,918,004 | $7,918,004 |
| MASCO CORP COM | $315,000 | $315,000 |
| NAVIGATOR HOLDINGS LTD | $1,029,139 | $1,029,139 |
| NORDIC AMERICAN TANKERS LTD | $902,715 | $902,715 |
| NORTHSTAR ASSET MANAGEMENT GROUP, INC. | $2,336,988 | $2,336,988 |
| NORTHSTAR REALTY FINANCE CORP | $4,108,903 | $4,108,903 |
| OWENS CORNING NEW | $1,163,825 | $1,163,825 |
| PRAXAIR INC. | $453,460 | $453,460 |
| RENTECH NITROGEN PARTNERS, L.P. | $577,819 | $577,819 |
| RENTECH, INC. | $4,112,670 | $4,112,670 |
| RYMAN HOSPITALITY PROPERTIES | $7,911,317 | $7,911,317 |
| SCHLUMBERGER LTD F | $1,024,920 | $1,024,920 |
| SCORPIO TANKERS INC | $1,001,610 | $1,001,610 |
| SUNOCO L.P. | $288,566 | $288,566 |
| SUNOPTA INC COM | $6,497,142 | $6,497,142 |
| SUPERIOR ENERGY SVCS COM | $100,750 | $100,750 |
| TELIT COMMUNICATIONS | $1,264,192 | $1,264,192 |
| UNITED PARCEL SERVICE CL B | $1,523,029 | $1,523,029 |
| VOYA FINANCIAL, INC. | $446,177 | $446,177 |
| WHIRLPOOL CORP COM | $871,830 | $871,830 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARISTEIA INTERNATIONAL LTD | FMV | $8,081,157 | $8,081,157 |
| DELTEC SPECIAL SITUATIONS PARTNERS, LP | FMV | $3,883,547 | $3,883,547 |
| NEW VERNON INDIA (CAYMAN) FUND | FMV | $573,976 | $573,976 |
| OVERBROOK OPPORTUNITY FUND II, LP | FMV | $22,485,119 | $22,485,119 |
| OVERBROOK SELECT OFFSHORE FUND LTD CLASS 'C' | FMV | $8,872,367 | $8,872,367 |
| O.S.S. OVERSEAS FUND, LTD CL E & C | FMV | $84,127 | $84,127 |
| BIOPHARMA SECURED DEBT FUND II SARL | FMV | $716,259 | $716,259 |
| COMMONFUND GLOBAL DISTRESSED INVESTORS LLC | FMV | $439,066 | $439,066 |
| EMERALD CREEK CAPITAL FUND 2, LLC | FMV | $5,000,791 | $5,000,791 |
| EMERGING EUROPE GROWTH FUND II, LP | FMV | $144,815 | $144,815 |
| EMERGING EUROPE GROWTH FUND, LP | FMV | $201,316 | $201,316 |
| GS CAPITAL PARTNERS V INSTITUTIONAL | FMV | $945,296 | $945,296 |
| GS CAPITAL PARTNERS VI PARALLEL, LP | FMV | $987,488 | $987,488 |
| GS OFFSHORE MEZZANINE PARTNERS | FMV | $1,071,821 | $1,071,821 |
| GS VINTAGE FUND III OFFSHORE LP | FMV | $155,804 | $155,804 |
| GS VINTAGE FUND V OFFSHORE, LP | FMV | $1,180,728 | $1,180,728 |
| RIVERSTONE/CARLYLE RENEWABLE ENERGY FUND | FMV | $2,099,908 | $2,099,908 |
| SANDTON CREDIT SOLUTIONS ON-SHORE FUND III | FMV | $3,806,736 | $3,806,736 |
| SCOPIA PE SPV PM LLC | FMV | $990,000 | $990,000 |
| STABILIS FUND III, LP | FMV | $4,460,410 | $4,460,410 |
| TEMPERLEY HOLDINGS LIMITED | FMV | $492,943 | $492,943 |
| TS SYMPHONY LLC | FMV | $2,982,757 | $2,982,757 |
| ENDOWMENT VENTURE PARTNERS V, LP | FMV | $196,947 | $196,947 |
| RADIUS VENTURE II | FMV | $130,920 | $130,920 |
| RADIUS VENTURE III | FMV | $245,483 | $245,483 |
| DUNE REAL ESTATE PARALLEL FUND LP | FMV | $1,123,108 | $1,123,108 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $32,049 | $32,049 | $0 |
| FURNITURE & FIXTURES | $88,413 | $0 | $88,413 |
| LEASEHOLD IMPROVEMENTS | $274,641 | $162,601 | $112,040 |
| LEASEHOLD IMPROVEMENTS | $3,390 | $0 | $3,390 |
| LEASEHOLD IMPROVEMENTS | $118,422 | $0 | $118,422 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PATTERSON BELKNAP WEBB & TYLER - LEGAL | CategoryTxt |
| Legal Fees | $132,052 | LegalFeesAmt |
| Net Investment Income | $38,682 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $88,623 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST & DIVIDENDS RECEIVABLE | $188,727 | $94,503 | $94,503 |
| DUE FROM BROKER | $9,997,272 | $334,771 | $334,771 |
| SECURITY DEPOSIT | $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 | $30,083,740 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $49,805 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $52,770 | 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 | $1,853 | $1,853 | $1,853 |
| OTHER INVESTMENT INCOME | $39,702 | $39,702 | $39,702 |
| PARTNERSHIP INCOME | -$75,388 | $438,093 | -$75,388 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXCISE TAX | $12,607 | $0 |
| DEFERRED RENT | $42,096 | $43,362 |
| DEFERRED FEDERAL EXCISE TAX | $946,076 | $332,123 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (30 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OVERBROOK MANAGEMENT CORPORATION - INV ADVISORY | $1,321,242 | $1,321,242 | $0 |
| GREENHAVEN ASSOCIATES - INV ADVISORY | $134,532 | $134,532 | $0 |
| JP MORGAN - CUSTODY | $53,798 | $53,798 | $0 |
| SARAH HANSEN - PROGRAM CONSULTANT | $75,000 | $0 | $90,000 |
| THOUGHT MACHINE - IT CONSULTANT | $5,000 | $0 | $5,000 |
| CEDONIX - IT CONSULTANT | $14,400 | $0 | $15,600 |
| COMMUNITY FUNDS - DIRECTOR ADVISED FUNDS | $38,285 | $0 | $38,285 |
| LISA KUNG - PROGRAM CONSULTANT | $5,000 | $0 | $5,000 |
| TABLEROCK - PROGRAM CONSULTANT | $975 | $0 | $975 |
| GLOBAL ALLIANCE FOR INCINERATOR ALTERNATIVE | $15,000 | $0 | $15,000 |
| MISC MLP FEES - INVESTMENT | $767 | $767 | $0 |
| DELTEC SPECIAL SITUATIONS - INV | $54,336 | $54,336 | $0 |
| OVERBROOK OPPORTUNITY FUND II - INV | $45,073 | $45,073 | $0 |
| ENDOWMENT VENTURE PARTNERS V - INV | $4,172 | $4,172 | $0 |
| RADIUS VENTURE PARTNERS II - INV | $1,181 | $1,181 | $0 |
| RADIUS VENTURE PARTNERS III - INV | $6,122 | $6,122 | $0 |
| COMMONFUND GLOBAL DISTRESSED - INV | $8,259 | $8,259 | $0 |
| EMERALD CREEK CAPITAL FUND 2 - INV | $47,118 | $47,118 | $0 |
| EMERGING EUROPE GROWTH - INV | $5,910 | $5,910 | $0 |
| EMERGING EUROPE GROWTH II - INV | $6,418 | $6,418 | $0 |
| GS CAPITAL PARTNERS V - INV | $8,357 | $8,357 | $0 |
| GSCP V INST AIV - INV | $98 | $98 | $0 |
| GS CAPITAL PARTNERS VI PARALLEL - INV | $10,672 | $10,672 | $0 |
| GSCP VI PARALLEL AIV - INV | $1,966 | $1,966 | $0 |
| SANDTON CREDIT SOLUTIONS ONSHORE FUND III - INV | $160,309 | $160,309 | $0 |
| STABILIS FUND III - INV | $134,444 | $134,444 | $0 |
| TS SYMPHONY - INV | $32,081 | $32,081 | $0 |
| RIVERSTONE/CARLYLE - INV | $23,526 | $23,526 | $0 |
| DUNE PARALLEL AIV - INV | $272 | $272 | $0 |
| DUNE REAL ESTATE PARALLEL FUND - INV | $9,322 | $9,322 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE & UBIT TAXES | $604,187 | $0 | $0 |
| FOREIGN TAXES | $18,825 | $18,825 | $0 |
| FILING FEES | $1,525 | $0 | $1,525 |