JOSIAH MACY JR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOSIAH MACY JR FOUNDATION (EIN 13-5596895)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-11
- IRS object ID
- 202611319349104806
- Schema version
- 2024v5.5
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Distribution From Corpus Election
- 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 | 2026-05-11T17:38:47-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135596895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSIAH MACY JR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSI | BusinessNameControlTxt |
| Phone | 2124862424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 EAST 64TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER GOODWIN | PersonNm |
| Person Title | INTERIM PRESIDENT | PersonTitleTxt |
| Phone | 2124862424 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL WALLACE | PreparerPersonNm |
| PTIN | P00881958 | PTIN |
| Phone | 2126972299 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $152,624,896 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $332,142 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,031,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,031,051 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,380,369 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,226,075 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,380,369 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,587,690 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,421,951 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,331,252 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,833,371 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,550,528 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,066 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,502,462 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $707,782 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $25,480 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $677,759 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $343,619 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,339 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $330,793 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $26,962 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,298 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $135,970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,396 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $133,242 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $794,236 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $547,429 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $249,481 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $277,589 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,233 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $274,362 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $261,004 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $22,881 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $25,557 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $311,703 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $307,704 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,857,582 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $999,209 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $916,567 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,289,856 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,655,152 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,442,225 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,355,142 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,156,587 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,644,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,655,152 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,598,812 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,686,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,178,219 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $695,103 | CashBOYAmt |
| Cash EOY | $2,775,200 | CashEOYAmt |
| Cash EOYFMV | $2,775,200 | CashEOYFMVAmt |
| Pledges Rcvbl | $864,952 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $1,205,321 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $864,952 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $864,952 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $64,290 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $78,916 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $78,916 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $137,244,264 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $143,768,179 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $143,768,179 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,492,908 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,385,093 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,184,643 | LandBOYAmt |
| Land EOY | $3,107,815 | LandEOYAmt |
| Land EOYFMV | $3,107,815 | LandEOYFMVAmt |
| Other Assets BOY | $4,799,126 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,029,834 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,029,834 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $147,192,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $152,624,896 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $152,624,896 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $122,730 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $63,987 | AccountsPayableEOYAmt |
| Grants Payable EOY | $198,555 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,254,248 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,396,911 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,376,978 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,659,453 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $144,610,448 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $150,100,491 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,205,321 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $864,952 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $145,815,769 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $150,965,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $147,192,747 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $152,624,896 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $145,815,769 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,686,254 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,507,237 | OtherIncreasesAmt |
| Subtotal | $151,009,260 | SubtotalAmt |
| Other Decreases | $43,817 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $150,965,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GURTIN | P | $21,216,683 | $21,139,192 | $77,491 | $77,491 |
| BLACKROCK | P | $4,014,245 | $4,102,523 | -$88,278 | -$88,278 |
| SELECT EQUITY | P | $2,272,511 | $2,032,590 | $239,921 | $239,921 |
| OTHER INVESTMENTS | P | $3,487,736 | $3,333,084 | $154,652 | $154,652 |
| REALIZED GAINS PASSED THROUGH FROM INVESTMENT IN LP'S | P | $9,234,900 | $5,238,317 | $3,996,583 | $3,996,583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,380,369 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $127,577 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $127,577 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $127,577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,198 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $120,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $200,198 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $72,621 | OverpaymentAmt |
| Applied To ES Tax | $72,621 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MACYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124862424 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 EAST 64TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | 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 | Yes (1) | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| HOLLY J HUMPHREY MD | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | PRESIDENT | 40.00 | $908,433 | $48,478 | $0 |
| PETER GOODWIN | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | COO-TREASURER | 40.00 | $642,094 | $53,879 | $0 |
| MEREDITH B JENKINS | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | CHAIRPERSON | 0.50 | $0 | $0 | $0 |
| FRANCISCO G CIGARROA MD | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| TERRY FULMER PHD RN FAAN | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| PAUL JOHNSON | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JACKIE JUDD | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JASON LAMIN | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| VALERIE MONTGOMERY RICE MD | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| STEVEN M SAFYER MD | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DONNA SNIDER | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ROBERT WACHTER MD | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARY WAKEFIELD PHD RN FAAN | ||||||||
| JOSIAH MACY JR FND 44 E 64TH ST | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DANA LEVINSON | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | CHIEF PROGRAM OFFICE | 40.00 | $337,459 | $53,023 | $0 |
| KAREN BUTLER | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | EXECUTIVE ASSISTANT | 40.00 | $159,067 | $65,915 | $0 |
| VICTORIA GOODWIN | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | PROGRAM ASSOCIATE | 40.00 | $107,717 | $77,559 | $0 |
| KAREN KOURT | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | ASSISTANT TREASURER | 40.00 | $103,285 | $39,544 | $0 |
| CAROLINE POUNDS | ||||||||
| 44 E 64TH ST | NEW YORK | NY | 10065 | MACY FACULTY SCHOLAR | 40.00 | $115,333 | $26,115 | $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 |
|---|---|---|---|---|---|
| HALL CAPITAL PARTNERS LLC | |||||
| ONE MARITIME PLAZA SUITE 500 | SAN FRANCISCO | CA | 94111 | INVESTMENT ADVISOR | $332,974 |
| BURNESS COMMUNICATIONS | |||||
| 7910 WOODMONTH AVENUE SUITE 650 | BETHESDA | MD | 20814 | COMMUNICATIONS CONSULTANTS | $124,215 |
| TERI LARSON | |||||
| 16 PREBLE GARDENS ROAD | BELMONT | MA | 02478 | CONSULTANT | $101,184 |
| ARABELLA ADVISORS LLC | |||||
| 1828 L ST NW SUITE 300 | WASHINGTON | DC | 20036 | ACCOUNTING CONSULTANTS | $70,011 |
| LUTZ AND CARR CPAS LLP | |||||
| 551 FIFTH AVENUE SUITE 400 | NEW YORK | NY | 10176 | AUDIT CONSULTANTS | $52,785 |
| 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 | $141,339,965 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,487,601 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $145,827,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $145,827,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,187,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $143,640,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,182,008 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,182,008 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $127,577 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $27,419 | IncomeTaxAmt |
| Total Tax | $154,996 | TotalTaxAmt |
| Distributable Before Adj | $7,027,012 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,027,012 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,027,012 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,598,812 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $185,924 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,784,736 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,027,012 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $935,421 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $287,980 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,223,401 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,784,736 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $402,600 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,027,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $355,124 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,981,125 | 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 | $402,600 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,578,525 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $935,421 | ExcessFromYear2Amt |
| Excess From Year1 | $287,980 | ExcessFromYear1Amt |
| Excess From Current Year | $355,124 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER GOODWIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 EAST 64TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2124862424 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS MUST BE COMPLETED AND SUBMITTED ONLINE AT WWW.MACYFOUNDATION.ORG. ALL APPLICATIONS START WITH A LETTER OF INQUIRY WHICH CONTAINS: -NAMES AND QUALIFICATIONS OF THOSE WHO WOULD CARRY OUT THE PROJECT -BRIEF DESCRIPTION OF THE PROJECT GOALS AND DESIGN, AND HOW IT FITS WITHIN YOUR ORGANIZATION -ESTIMATED PROJECT BUDGET LETTERS OF INQUIRY ARE EVALUATED ON THESE KEY DIMENSIONS: -RELEVANCE TO OUR PRIORITIES; -IMPORTANCE AND ORIGINALITY. -SIGNIFICANCE AND GENERALIZABILITY; AND SUSTAINABILITY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE JOSIAH MACY JR. FOUNDATION IS A PRIVATE FOUNDATION WHICH PROVIDES GRANTS TO COLLEGES, UNIVERSITIES, AND OTHER PROFESSIONAL ASSOCIATIONS. THE FOUNDATION'S GRANTS HAVE SUPPORTED PROJECTS THAT BROADEN AND IMPROVE HEALTH PROFESSIONAL EDUCATION. CURRENTLY, IT IS TOTALLY DEVOTED TO IMPROVING HEALTH BY ADVANCING THE EDUCATION AND TRAINING OF HEALTH PROFESSIONALS, AND IT IS THE ONLY NATIONAL FOUNDATION SOLELY DEDICATED TO THIS MISSION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARNOLD P GOLD FOUNDATION | ||||||||
| 2125 CENTER AVENUE SUITE 305 | FORT LEE | NJ | 07024 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, BUILDING TRUST THROUGH INTERPROFESSIONAL EDUCATION (BUILD TRUST) | $25,000 | |
| ASSOCIATION OF AMERICAN MEDICAL COLLEGES | ||||||||
| 655 K STREET NW SUITE 100 | WASHINGTON | DC | 20001 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, THE DEVELOPMENT OF AI COMPETENCIES FOR PHYSICIAN DEVELOPMENT: A NATIONAL CONSENSUS PROJECT TO ADVANCE MEDICAL EDUCATION | $25,000 | |
| BOARD OF REGENTS NEVADA SYSTEM OF HIGHER EDUCATION | ||||||||
| 4504 SOUTH MARYLAND PARKWAY | LAS VEGAS | NV | 89154 | N/A | 501 (C)(3) | TO SUPPORT THE DISABILITY INCLUSION IN NURSING INITIATIVE ENTITLED, ENHANCING CLINICAL EDUCATION ACCESSIBILITY FOR NURSING STUDENTS WITH DISABILITIES | $73,719 | |
| BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM | ||||||||
| 21 NORTH PARK STREET SUITE 6301 | MADISON | WI | 53715 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, THE FUNDAMENTALS OF COMMUNICATION IN SURGERY CURRICULUM: SUPPORTING PATIENTS AND FAMILIES DURING ETHICALLY CHALLENGING HIGH-STAKES SURGICAL DECISIONS | $99,943 | |
| BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $125,000 | |
| BRANDEIS UNIVERSITY | ||||||||
| MAILSTOP 035 HELLER SCHOOL FOR | WITHAM | MA | 02454 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, SUSTAINABILITY OF POSITIVE IMPACT OF THE C-CHANGE MENTORING & LEADERSHIP INSTITUTE | $25,000 | SOCIAL POLICY AND MANAGEMENT |
| BROWN UNIVERSITY | ||||||||
| 222 RICHMOND STREET | PROVIDENCE | RI | 02903 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, THE BROWN ADVOCATES FOR SOCIAL CHANGE & EQUITY MENTOR CHAMPIONS | $100,000 | |
| BROWN UNIVERSITY | ||||||||
| 460 PINE STREET | PROVIDENCE | RI | 02907 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $125,000 | |
| CARL J SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD | ||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, MILLENNIUM CONFERENCE 2025: ARTIFICAL INTELLIGENCE | $25,000 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | ||||||||
| 3401 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 19104 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, DESIGNING FOR EQUITY IN MEDICAL EDUCATION: AN INNOVATIVE APPLICATION OF DESIGN THINKING TO CO-CREATE EQUITABLE ASSESSMENT SYSTEMS | $99,999 | |
| COMMUNITY IMPROVING DIAGNOSIS IN MEDICINE (CIDM) | ||||||||
| 171 CONVERSE RD | MARION | MA | 02738 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, SPECIAL ISSUE OF DIAGNOSIS COMMEMORATING THE 10-YEAR ANNIVERSARY OF THE NATIONAL ACADEMY'S IMPROVING DIAGNOSIS IN HEALTH CARE | $5,000 | |
| DENVER HEALTH AND HOSPITAL AUTHORITY | ||||||||
| 4735 WEST 35TH AVENUE | DENVER | CO | 80212 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, ENHANCING COMMUNICATION COMPETENCY FOR EQUITABLE PATIENT CARE: A SIMULATION-BASED CURRICULUM IN GRADUATE MEDICAL EDUCATION | $24,996 | |
| DUKE UNIVERSITY | ||||||||
| DUMC 3322 307 TRENT DRIVE DURHAM NC | DURHAM | NC | 27710 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $104,954 | |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| 2175 K STREET NW SUITE 250 | WASHINGTON | DC | 20037 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, MONITORING THE DIVERSITY OF HEALTH PROFESSIONS EDUCATION ENROLLMENT | $25,000 | |
| JOHNS HOKINS UNIVERSITY | ||||||||
| 525 N WOLFE STREET | BALTIMORE | MD | 21287 | N/A | 501 (C)(3) | TO SUPPORT THE DISABILITY INCLUSION IN NURSING INITIATIVE ENTITLED, AN EXPERIENCE-BASED CO-DESIGN PROJECT WITH NURSING STUDENTS, FACULTY, AND STUDENT DISABILITY SERVICES STAFF TO INCREASE ACCESS FOR STUDENTS WITH DISABILITIES | $74,999 | |
| LINFIELD UNIVERSITY | ||||||||
| 900 SE BAKER STREET | MCMINNVILLE | OR | 97128 | N/A | 501 (C)(3) | TO SUPPORT THE DISABILITY INCLUSION IN NURSING INITIATIVE ENTITLED, BREAKING DOWN BARRIERS: ADVOCACY FOR ACCESSIBILITY IN NURSING EDUCATION AND PRACTICE | $64,138 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | N/A | 501 (C)(3) | TO SUPPORT PROJECT ENTITLED, THE PREGNANT (PREGNANT RESIDENT EMPOWERMENT, GUIDANCE, AND ADVOCACY IN TRAINING) COACHING PROJECT | $99,579 | |
| MATCHING GIFTS PROGRAM | ||||||||
| 44 EAST 64TH STREET | NEW YORK | NY | 10065 | N/A | 501 (C)(3) | CONTRIBUTIONS MADE BY BOARD DIRECTORS, DIRECTORS EMERITUS AND FULL TIME EMPLOYEES TO ANY CHARITABLE ORGANIZATION WITH A 501 ( C ) 3 STATUS MATCHED ON A ONE-TO-ONE OR TWO-TO-ONE BASIS | $79,950 | |
| MEDICAL COLLEGE OF WISCONSIN KERN NATIONAL NETWORK | ||||||||
| 8701 WATERTOWN PLAN ROAD | MILWAUKEE | WI | 53226 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, BRIDGING ACROSS DIFFERENCES TO ADVANCE FLOURISHING IN MEDICINE | $99,992 | |
| MEDSTAR HEALTH RESEARCH INSTITUTE INC | ||||||||
| 3800 RESERVOIR RD NW | WASHINGTON | DC | 20007 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, NATIONAL ANTI-RACISM IN MEDICINE CURRICULUM COALITION (NAMCC) MICROLEARNING SERIES | $24,998 | |
| MIAMI UNIVERSITY | ||||||||
| 151 UNIVERSITY HALL 1601 UNIVERSITY | HAMILTON | OH | 45011 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $65,578 | BLVD |
| MICHIGAN UNIVERSITY | ||||||||
| 2800 PLYMOUTH ROAD BLDG 16 RM 430W | ANN ARBOR | MI | 48109 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $125,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, COMMUNICATION COMPASS: AI-ENHANCED FEEDBACK SYSTEM | $99,992 | |
| NEW YORK UNIVERSITY | ||||||||
| 227 EAST 30TH ST | NEW YORK | NY | 10016 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, ORGANIZATIONAL ETHICS SIMULATIONS FOR MEDICAL STUDENTS | $25,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 225 EAST CHICAGO AVENUE BOX 63 | CHICAGO | IL | 60611 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, IMPROVING BELONGING WITHIN THE HOUSE OF SURGERY | $99,930 | |
| PACE UNIVERSITY | ||||||||
| 861 BEDFORD ROAD | PLEASANTVILLE | NY | 10570 | N/A | 501 (C)(3) | TO SUPPORT THE DISABILITY INCLUSION IN NURSING INITIATIVE ENTITLED, ENHANCING INCLUSIVITY IN NURSING PROGRAMS FOR STUDENTS WITH DISABILITIES | $71,480 | |
| PENNSYLVANIA STATE UNIVERSITY | ||||||||
| 500 UNIVERSITY DRIVE MC H039 PO BOX | HERSHEY | PA | 17033 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, BUILDING THE UNIT (UNITED NON-HIERARCHICAL INTERPROFESSIONAL TEAM): A COLLABORATIVE INTERVENTION TO ENHANCE RESIDENT, FELLOW, AND ADVANCED PRACTICE PROVIDER TEAMWORK IN THE MICU | $100,000 | 850 |
| QUINNIPIAC UNIVERSITY | ||||||||
| 275 MOUNT CARMEL AVENUE | NORTH HAVEN | CT | 06473 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, 21ST CENTURY PHYSICIANSHIP A LONGITUDINAL CURRICULUM TO EQUIP MEDICAL STUDENTS FOR ETHICS CHALLENGES IN TODAYS HEALTH CARE ENVIRONMENT | $25,000 | |
| REGENTS OF THE UNIVERSITY OF MINNESOTA | ||||||||
| 450 MCNAMARA CENTER | MINNEAPOLIS | MN | 55455 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, BRIDGING THE GAP: IMPROVING HEALTH AND LEARNING OUTCOMES BY ADVANCING INTERPROFESSIONAL COLLABORATION: A ROUNDTABLE DIALOGUE | $25,000 | |
| SOUTHERN CONNECTICUT STATE UNIVERSITY | ||||||||
| 501 CRESCENT STREET ENGLEMAN HALL | NEW HAVEN | CT | 06515 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, BRIDGING THE GAP: INTERPROFESSIONAL COLLABORATION TO ADDRESS MENTAL HEALTH IN INDIVIDUALS WITH COMMUNICATION DISORDERS | $24,993 | B213 |
| STATE UNIVERSITY OF IOWA | ||||||||
| 50 NEWTON ROAD | IOWA CITY | IA | 52242 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, BRIDGING THE GAP: 2ND NATIONAL NURSING LGBTQ SUMMIT PRINCIPAL | $10,000 | |
| STONY BROOK UNIVERSITY | ||||||||
| 101 NICOLLS ROAD | STONY BROOK | NY | 11794 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $109,784 | |
| THE BOARD TRUSTEES OF THE UNIVERSITY OF ILLINOIS | ||||||||
| 1737 W POLK STREET 310 AOB M/C 672 | CHICAGO | IL | 60612 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $125,000 | |
| THE BOARD TRUSTEES OF THE UNIVERSITY OF ILLINOIS | ||||||||
| 845 S DAMEN AVE M/C 802 | CHICAGO | IL | 60612 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $105,559 | |
| THE GEORGE WASHINGTON UNIVERSITY | ||||||||
| 1922 F STREET NW 4TH FLOOR | WASHINGTON | DC | 20052 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $125,000 | |
| THE NASW FOUNDATION INC | ||||||||
| 750 FIRST ST NE STE 800 | WASHINGTON | DC | 20002 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, NAVIGATING NEW LAWS: GENDER-AFFIRMING CARE TRAINING FOR BEHAVIORAL HEALTHCARE WORKERS | $25,000 | |
| UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC | ||||||||
| 1808 7TH AVE S BDB 506 | BIRMINGHAM | AL | 35294 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $125,000 | |
| UNIVERSITY OF CALIFORNIA LA | ||||||||
| 10889 WILSHIRE BLVD SUITE 700 BOX | LOS ANGELES | CA | 90095 | N/A | 501 (C)(3) | TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR | $125,000 | 951406 |
| UNIVERSITY OF COLORADO | ||||||||
| 13001 EAST 17TH PLACE | AURORA | CO | 80045 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, EVEN BETTER TOGETHER: AN ELEVATED COACHING CURRICULUM SO PHYSICIAN TRAINEES CAN THRIVE AT WORK AND BEYOND | $99,947 | |
| UNIVERSITY OF COLORADO | ||||||||
| 13080 EAST 19TH AVENUE R27-004 MAIL | AURORA | CO | 80045 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, EMBEDDING AN INTERPROFESSIONAL ETHICS AND HEALTH EQUITY CURRICULUM IN A NEW RURAL AND INDIGENOUS SERVING NURSING PROGRAM | $24,400 | STOP 8700 |
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| 100 VENTURE WAY SUITE 201 BOX 7 | HADLEY | MA | 01035 | N/A | 501 (C)(3) | TO SUPPORT THE DISABILITY INCLUSION IN NURSING INITIATIVE ENTITLED, BUILDING CAPACITY FOR DISABILITY JUSTICE IN NURSING | $66,533 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 1500 E MEDICAL CENTER DRIVE | ANN ARBOR | MI | 48109 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, HEALTHCARE EQUITY AND RETENTION IN OBSTETRICS AND GYNECOLOGY (HERO) | $25,000 | |
| UNIVERSITY OF ROCHESTER | ||||||||
| 2269 LYELL AVENUE SUITE 103 1016 | ROCHESTER | NY | 14606 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, ADVANCING HEALTHCARE COMMUNICATION: A PROPOSAL FOR AI-DRIVEN TRAINING | $24,750 | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | ||||||||
| 7000 FANNIN 12TH FLOOR | HOUSTON | TX | 77030 | N/A | 501 (C)(3) | TO SUPPORT THE DISABILITY INCLUSION IN NURSING INITIATIVE ENTITLED, PROJECT DNA: A BLUEPRINT AND REFERENCE GUIDE INSPIRING DIVERSITY IN NURSING EDUCATION TOWARD ADOPTING INCLUSIVE TECHNICAL STANDARDS | $71,833 | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | ||||||||
| 2702 WROXTON ROAD | HOUSTON | TX | 77005 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, FOSTERING CONNECTION AND SHAME RESILIENCE THROUGH THE EVIDENCE-BASED LENS OF SELF-COMPASSION | $6,375 | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO | ||||||||
| 7703 FLOYD CURL DRIVE | SAN ANTONIO | TX | 78229 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, EXPLORING PROFESSIONAL AND ETHICAL DILEMMAS TO TEACH AND ASSESS THE ACGME COMPETENCIES OF PROFESSIONALISM, INTERPERSONAL AND COMMUNICATION SKILLS, AND SYSTEMS-BASED PRACTICE IN THE CLINICAL LEARNING ENVIRONMENT | $93,166 | |
| W MONTAGUE COBBNMA HEALTH INSTITUTE | ||||||||
| 1050 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | 501 (C)(3) | TO SUPPORT A PROJECT ENTITLED, CODE, CONTEXT, AND CARE: AI AT THE CROSSROADS OF HEALTHCARE, RESEARCH, & WORKFORCE DEVELOPMENT | $5,000 | 500 WASHINGTON DC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,156,587 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,031,051 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,380,369 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| REFUND OF PRIOR YEAR GRANT | 14 | $19,417 | ||
| OTHER INVESTMENT INCOME PASSED THROUGH FROM INVESTMENT LP'S | 14 | $2,421,951 | ||
| UNRELATED BUSINESS INCOME PASSED THROUGH FROM INVESTMENT IN LP'S | $146,322 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $146,322 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,833,371 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,417 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,999,110 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | COLUMN (E) - MISCELLANEOUS RETURN OF GRANT FUNDS. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCREDIDATION COUNCIL FOR GRADUATE MEDICAL EDUCATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 NORTH MICHIGAN AVENUE SUITE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $296,311 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $135,970 | Amt |
| Net Investment Income | $20,396 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $133,242 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | $1,922,700 | SL | 0.000000000000 | $0 | $0 | ||
| BUILDINGS & IMPROVEMENT | $5,793,113 | SL | $219,304 | $0 | $4,469,983 | 40.000000000000 | |
| FURNITURE & FIXTURES | $585,834 | SL | $24,053 | $0 | $490,451 | 5.000000000000 | |
| WEBSITE & SOFTWARE | $191,261 | SL | $17,647 | $0 | $163,655 | 5.000000000000 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PAGE 9, PART XII - UNDISTRIBUTED INCOME - LINE 4(C)THE FOUNDATION HEREBY ELECTS TO TREAT $402,600 AS A DISTRIBUTION OUT OF CORPUS TO SATISFY THE REQUIREMENTS IMPOSED BY SECTION 4942(H)(2). AN ELECTION IS HEREBY MADE PURSUANT TO REG. 53.4942(A)-3(D)(2) TO TREAT $402,600 AS A DISTRIBUTION OUT OF CORPUS. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (46 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK FIXED | FMV | $15,472,957 | $15,472,957 |
| GURTIN | FMV | $78,511 | $78,511 |
| AMANSA FEEDER, LTD. | FMV | $3,450,568 | $3,450,568 |
| CEPHEI CAPITAL (HCP CHINA CAPITAL APPRECIATION FUND, L.P.) | FMV | $1,161,507 | $1,161,507 |
| DODGE & COX GLOBAL STOCK FUND | FMV | $10,454,418 | $10,454,418 |
| GENERATION IM FUND PLC | FMV | $14,210,665 | $14,210,665 |
| HCIF OFFSHORE LP | FMV | $4,354,854 | $4,354,854 |
| SELECT EQUITY SMALL-MID CAP FUND | FMV | $7,032,290 | $7,032,290 |
| SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY | FMV | $8,216,667 | $8,216,667 |
| WGI EMERGING MARKETS FUND, LLC | FMV | $4,037,009 | $4,037,009 |
| ABRAMS CAPITAL | FMV | $5,576,485 | $5,576,485 |
| ARCLIGHT ENERGY PARTNERS FUND VI, L.P. (2015) | FMV | $521,025 | $521,025 |
| ARDIAN SECONDARY FUND VI B, LP (2013) | FMV | $272,566 | $272,566 |
| ATALAYA SPECIAL OPPORTUNITIES FUND VI (2015) | FMV | $38,667 | $38,667 |
| BAIN CAPITAL FUND | FMV | $1,197,636 | $1,197,636 |
| BRACEBRIDGE (BIL, LTD) | FMV | $3,726,959 | $3,726,959 |
| CANYON VALUE REALIZATION FUND (CAYMAN), LTD. | FMV | $941,371 | $941,371 |
| CI CAPITAL INVESTORS III, LP (2016) | FMV | $674,002 | $674,002 |
| COREVIEW OFFSHORE FUND | FMV | $2,660,705 | $2,660,705 |
| EMINENCE FUND, LTD. | FMV | $3,717,830 | $3,717,830 |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP (SIDEPOCKETS) | FMV | $6,180,972 | $6,180,972 |
| FORTRESS | FMV | $1,538,386 | $1,538,386 |
| HCP PE X | FMV | $5,780,406 | $5,780,406 |
| HCP PE XI | FMV | $2,103,099 | $2,103,099 |
| HCP PRIVATE EQUITY FUND IX-A, LP | FMV | $5,107,208 | $5,107,208 |
| HCP PRIVATE EQUITY FUND VIII-A, LP | FMV | $8,830,519 | $8,830,519 |
| HCP RE IV | FMV | $1,722,754 | $1,722,754 |
| HCP REAL ESTATE FUND II, LLP | FMV | $2,840,744 | $2,840,744 |
| HCP REAL ESTATE FUND III, LP | FMV | $1,414,317 | $1,414,317 |
| KASZEK | FMV | $845,910 | $845,910 |
| LITTLEJOHN FUND V, LP (2014) | FMV | $581,541 | $581,541 |
| MAINSAIL PARTNERS IV, L.P. (2016) | FMV | $326,861 | $326,861 |
| ORION FUND V INVESTORS LP | FMV | $1,206,617 | $1,206,617 |
| PELICAN ENERGY PARTNERS II, LP (2016) | FMV | $1,086,160 | $1,086,160 |
| PRIME FINANCE CMBS B-PIECE FUND I, LP (2017) | FMV | $1,552,851 | $1,552,851 |
| PRIME FINANCE CMBS B-PIECE FUND II, LP (2017) | FMV | $2,381,127 | $2,381,127 |
| PRIME FINANCE CMBS OPPORTUNITIES FUND 4, L.P. | FMV | $325,634 | $325,634 |
| QUANTUM ENERGY PARTNERS VII | FMV | $885,175 | $885,175 |
| TRIDENT VII | FMV | $3,087,802 | $3,087,802 |
| VARDE FUND XII | FMV | $991,206 | $991,206 |
| VARDE FUND XIII | FMV | $967,960 | $967,960 |
| VOLITION CAPITAL | FMV | $881,982 | $881,982 |
| GOODFINCH | FMV | $918,144 | $918,144 |
| GOLDENTREE MULTI-SECTOR CUSTOM FUND I(CAYMAN) LP | FMV | $3,086,134 | $3,086,134 |
| FORTRESS VI | FMV | $645,623 | $645,623 |
| HCP PE XII | FMV | $682,355 | $682,355 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $1,922,700 | $0 | $1,922,700 |
| BUILDINGS & IMPROVEMENT | $5,793,113 | $4,689,287 | $1,103,826 |
| FURNITURE & FIXTURES | $585,834 | $514,504 | $71,330 |
| WEBSITE & SOFTWARE | $191,261 | $181,302 | $9,959 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $26,962 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,298 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST & DIVIDENDS | $83,307 | $99,248 | $99,248 |
| 457(B) AND 457(F) ASSETS | $854,778 | $953,623 | $953,623 |
| DUE FROM BROKER | $3,861,041 | $976,963 | $976,963 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $43,817 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MAINTENANCE | $33,549 | $0 | $33,644 |
| STATIONERY AND SUPPLIES | $39,730 | $0 | $39,875 |
| TELEPHONE & MESSENGER | $13,405 | $0 | $13,596 |
| MEMBERSHIP DUES | $14,000 | $0 | $14,000 |
| DIRECTOR MEETINGS EXPENSE | $72,522 | $0 | $82,014 |
| MISCELLANEOUS | $38,679 | $0 | $49,941 |
| INSURANCE | $74,575 | $0 | $77,661 |
| OTHER PROGRAM EXPENSES | $525,413 | $0 | $559,336 |
| OTHER DEDUCTIONS RELATED TO PORTFOLIO INCOME | $999,209 | $999,209 | $0 |
| HONORARIUM | $46,500 | $0 | $46,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| REFUND OF PRIOR YEAR GRANT | $19,417 | $19,417 | |
| OTHER INVESTMENT INCOME PASSED THROUGH FROM INVESTMENT LP'S | $2,421,951 | $2,421,951 | $2,421,951 |
| UNRELATED BUSINESS INCOME PASSED THROUGH FROM INVESTMENT IN LP'S | $146,322 | $146,322 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED APPRECIATION OF INVESTMENTS | Desc |
| Amt | $3,507,237 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $399,470 | $443,288 |
| 457(B) AND 457(F) LIABILITIES | $854,778 | $953,623 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT COUNSEL & CUSTODIAN | $547,429 | $547,429 | $0 |
| OTHER CONSULTING | $246,807 | $0 | $249,481 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $141,470 | $0 | $141,470 |
| PAYROLL TAX | $97,972 | $3,233 | $94,745 |
| UNRELATED BUSINESS INCOME TAX | $38,147 | $0 | $38,147 |