UNDERSTOOD FOR ALL INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- UNDERSTOOD FOR ALL INC (EIN 83-2365235)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-05
- IRS object ID
- 202601569349100705
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-05T09:06:16-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832365235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNDERSTOOD FOR ALL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNDE | BusinessNameControlTxt |
| Phone | 5166547584 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 MORTON STREET FL5 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100143459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATHANIEL W FRIEDMAN | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 5166547584 | PhoneNum |
| Signature | 2026-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2026-06-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $67,978,230 | 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 | $47,552,669 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $60 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $60 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $504,399 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $504,399 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $504,399 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $18,750 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $18,750 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $18,750 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $18,750 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,603,850 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,332,568 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,603,850 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $106,884 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $68,334 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $68,334 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $50,748,062 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,127,059 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $698,427 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,574,572 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,574,572 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,209,812 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $25,935 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,122,956 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,497,878 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,508,497 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $491,461 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,035 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $85,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $991,287 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,336 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $67,336 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,423,056 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $504,085 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,314,393 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,226,600 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $243,174 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $213,037 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,256 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,617,087 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,401,454 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,531,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,336 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $93,271 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,477,207 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $198,585 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,730,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,336 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $93,271 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,702,207 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,017,697 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,059,723 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $605,156 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $950,575 | CashBOYAmt |
| Cash EOY | $6,302,810 | CashEOYAmt |
| Cash EOYFMV | $6,302,810 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,781,018 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,536,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,536,766 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $87,382 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $87,382 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $87,382 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $167,274 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $1,410,833 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $1,410,833 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $998,877 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $934,260 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $934,260 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $39,022,575 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,691,086 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,691,086 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,008,022 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,336,506 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,169,805 | LandBOYAmt |
| Land EOY | $1,671,516 | LandEOYAmt |
| Land EOYFMV | $1,671,516 | LandEOYFMVAmt |
| Other Assets BOY | $10,233,943 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,343,577 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,343,577 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $56,329,067 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,978,230 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,978,230 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,273,859 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,592,216 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $11,822,372 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,738,252 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,096,231 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,330,468 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $41,909,703 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $53,182,780 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $323,133 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,464,982 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,232,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,647,762 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,329,067 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,978,230 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,232,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,017,697 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,397,229 | OtherIncreasesAmt |
| Subtotal | $54,647,762 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,647,762 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - L/T | $13,925,755 | $11,428,789 | $2,496,966 | $2,496,966 |
| PUBLICLY TRADED SECURITIES - S/T | $3,406,813 | $3,299,929 | $106,884 | $106,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,603,850 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $106,884 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,530 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,530 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,530 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $42,530 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRIAN JOHNSON SR DIRECTOR OF FINA | IndividualWithBooksNm |
| Phone | 6466138934 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 MORTON STREET FL5 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100143459 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| NATHANIEL W FRIEDMAN | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | CO-PRESIDENT & CHIEF MARKETING OFFI | 40.00 | $789,273 | $24,300 | $0 |
| RAHUL H RAO | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | CO-PRESIDENT AND CHIEF TECHNOLOGY OFFI | 40.00 | $785,299 | $24,300 | $0 |
| FREDERIC M POSES | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | FOUNDER & CEO | 20.00 | $0 | $0 | $0 |
| NANCY POSES | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | CHAIR | 5.00 | $0 | $0 | $0 |
| JACOB POSES | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | TREASURER | 2.00 | $0 | $0 | $0 |
| MARY BETH GUSTAFSSON | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | SECRETARY | 2.00 | $0 | $0 | $0 |
| KENNETH DE REGT | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JUSTIN GRAY | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MICHAEL KOSNITZKY | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| CHRIS BOIES | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| LAURIE SIEGEL | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | BOARD MEMBER | 2.00 | $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 |
|---|---|---|---|---|---|---|---|---|
| DEBORAH MCBRAYER WILSON | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NJ | 10014 | CHIEF PEOPLE & CULTU | 40.00 | $350,000 | $19,699 | $0 |
| SCOTT COCCHIERE | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NJ | 10014 | VP, CREATIVE & CONTE | 40.00 | $345,050 | $24,086 | $0 |
| DANIELA FLORIO | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | VP, GROWTH AND PRODU | 40.00 | $317,240 | $24,086 | $0 |
| MICHELLE SARAH GLASER | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | VICE PRESIDENT, DATA | 40.00 | $315,257 | $24,086 | $0 |
| TIMOTHY MICHAEL BRODER JR | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | VICE PRESIDENT, ENGI | 40.00 | $310,000 | $24,086 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 103 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| GOOD APPLE DIGITAL LLC | |||||||||
| 5 UNION SQUARE WEST FLOOR 4 | NEW YORK | NY | 10003 | ADVERTISING AGENCY & MEDIA | $3,465,960 | ||||
| COMPOZE LABS | |||||||||
| 1313 CHESTNUT AVENUE SUITE 200 | MINNEAPOLIS | MN | 55403 | ENGINEERING AND R&D SERVICES FOR THE PRODUCTS | $647,515 | ||||
| MAKE ME PULSE SAS | |||||||||
| RESEARCH, DESIGN AND DEVELOP MODEL LEARNING THINKING DIFFERENCES SIMULATIONS | $448,432 | 38 RUE LEGENDRE | PARIS | FR | 75017 | ||||
| THE SWAY GROUP | |||||||||
| 434 EAST 52ND STREET 9E | NEW YORK | NY | 10022 | PUBLIC RELATIONS AGENCY - SUPPORTING EXTERNAL COMMUNITCATIONS | $441,955 | ||||
| BUMPER MEDIA INC | |||||||||
| ADVERSTISING AGENCY & MEDIA | $362,000 | 5089 WINDSOR ST | VANCOUVER | CA | V5W 3H6 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 42 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT 16 FOR THE UNDERSTOOD FOR ALL NARRATIVE | Description1Txt |
| Expenses1 | $26,864,282 | Expenses1Amt |
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 | $31,132,588 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,548,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,680,855 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,680,855 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $505,213 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,175,642 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,658,782 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,702,207 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $5,796 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $38,708,003 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2019-02-15 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $605,156 | CurrentYearAmt |
| Year1 | $787,551 | Year1Amt |
| Year2 | $1,088,356 | Year2Amt |
| Year3 | $722,001 | Year3Amt |
| Total | $3,203,064 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $514,383 | CurrentYearAmt |
| Year1 | $669,418 | Year1Amt |
| Year2 | $925,103 | Year2Amt |
| Year3 | $613,701 | Year3Amt |
| Total | $2,722,604 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $38,708,003 | CurrentYearAmt |
| Year1 | $40,145,510 | Year1Amt |
| Year2 | $39,003,626 | Year2Amt |
| Year3 | $37,597,541 | Year3Amt |
| Total | $155,454,680 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $38,708,003 | CurrentYearAmt |
| Year1 | $40,145,510 | Year1Amt |
| Year2 | $39,003,626 | Year2Amt |
| Year3 | $37,597,541 | Year3Amt |
| Total | $155,454,680 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,105,855 | CurrentYearAmt |
| Year1 | $1,561,611 | Year1Amt |
| Year2 | $1,970,266 | Year2Amt |
| Year3 | $2,091,698 | Year3Amt |
| Total | $6,729,430 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH | FLOOR | NEW YORK | NY | 10013 | N/A | PC | NEUROEQUITY RESEARCH COLLABORATIVE | $150,000 |
| INNOVATEEDU INC | ||||||||
| 77 SANDS STREET 6TH FLOOR | BROOKLYN | NY | 11201 | N/A | PC | NEUROEQUITY RESEARCH COLLABORATIVE | $48,585 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $198,585 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ICC PROGRAMS PARTICIPATION | Desc |
| Related Or Exempt Function Incm | $15,550 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $504,399 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $18,750 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,603,850 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| REBATES AND REWARDS | 01 | $7,885 |
| LICENSING INCOME | 01 | $2,500 |
| CONTINGENT TAX RECOVERY | 01 | $42,399 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,179,843 | ExclusionAmt |
| Related Or Exempt Function Incm | $15,550 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,195,393 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | CONTRACTS IN ASSISTING THE DESIGNING AND IMPLEMENTING A DISABILITY INCLUSION PROGRAM AS PART OF THE ORGANIZATION'S MISSION TO MAKE A POSITIVE DIFFERENCE IN THE LIVES OF INDIVIDUALS WITH DISABILITIES THROUGH PROGRAMS AND FIELD PARTNERSHIPS CENTERED AROUND PARENTS, EDUCATORS, EMPLOYERS AND INDIVIDUALS. |
| 1B | CONTRACTS IN ASSISTING THE DESIGNING AND IMPLEMENTING A DISABILITY INCLUSION PROGRAM AS PART OF THE ORGANIZATION'S MISSION TO MAKE A POSITIVE DIFFERENCE IN THE LIVES OF INDIVIDUALS WITH DISABILITIES THROUGH PROGRAMS AND FIELD PARTNERSHIPS CENTERED AROUND PARENTS, EDUCATORS, EMPLOYERS AND INDIVIDUALS. |
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 (22 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| POSES FAMILY FOUNDATION | |||||||||||
| 1 | 777 ARTHUR GODFREY ROAD SUITE 202 | MIAMI BEACH | FL | 33140 | $34,100,000 | Yes (X) | |||||
| THE CHICAGO COMMUNITY FOUNDATION | |||||||||||
| 2 | 33 S STATE STREET SUITE 750 | CHICAGO | IL | 60603 | $5,000,000 | Yes (X) | |||||
| COMMUNITY FOUNDATION OF NJ | |||||||||||
| 3 | PO BOX 338 | MORRISTOWN | NJ | 07963 | $4,800,000 | Yes (X) | |||||
| THE DAYTON FOUNDATION | |||||||||||
| 4 | 1401 SOUTH MAIN STREET SUITE 100 | DAYTON | OH | 45409 | $1,350,000 | Yes (X) | |||||
| OAK FOUNDATION | |||||||||||
| 5 | 55 VILCOM CENTER DRIVE SUITE 340 | CHAPEL HILL | NC | 27514 | $1,100,000 | Yes (X) | |||||
| LAURENCE E HIRSCH | |||||||||||
| 6 | 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | $350,000 | Yes (X) | |||||
| JEWISH COMMUNAL FUND | |||||||||||
| 7 | 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 10022 | $85,500 | Yes (X) | |||||
| 3M FOUNDATION | |||||||||||
| 8 | 3M CENTER 224-05-2-40 | ST PAUL | MN | 55144 | $75,000 | Yes (X) | |||||
| HAVAS HEALTH NETWORK | |||||||||||
| 9 | 200 MADISON AVENUE | NEW YORK | NY | 10016 | $75,000 | Yes (X) | |||||
| 11 11 MEDIA IMPACT | |||||||||||
| 10 | 1947 CAMINO VIDA ROBLE SUITE 270 | CARLSBAD | CA | 92008 | $65,000 | Yes (X) | |||||
| ALAN BELZER | |||||||||||
| 11 | 1 FIFTH AVE 20C | NEW YORK | NY | 10003 | $50,000 | Yes (X) | |||||
| D'ALOIA FAMILY FOUNDATION | |||||||||||
| 12 | WEALTH ADVISORS ONE GIRALDA FARMS S | MADISON | NJ | 07940 | $50,000 | Yes (X) | |||||
| PAUL & MARGARET NORRIS | |||||||||||
| 13 | 20 TOWNE DRIVE 8 | BLUFFTON | SC | 29910 | $50,000 | Yes (X) | |||||
| PHILLIP AND DONNA SATOW | |||||||||||
| 14 | 158 MERCER STREET 8B | NEW YORK | NY | 10012 | $50,000 | Yes (X) | |||||
| WPP GROUP CANADA COMMUNICATIONS ULC | |||||||||||
| 15 | $50,000 | Yes (X) | 155 QUEENS QUAY E | TORONTO | ONTARIO | CA | M5A 0W4 | ||||
| TNTP INC | |||||||||||
| 16 | 500 7TH AVENUE 8TH FLOOR | NEW YORK | NY | 10018 | $40,000 | Yes (X) | |||||
| FIDELITY CHARITABLE | |||||||||||
| 17 | PO BOX 770001 | CINCINNATI | OH | 45277 | $28,850 | Yes (X) | |||||
| THE DAVID B GOLUB AND LISA PIAZZA CHARITABLE FUND | |||||||||||
| 18 | 666 5TH AVENUE 18TH FLOOR | NEW YORK | NY | 10103 | $25,000 | Yes (X) | |||||
| THE GOLDSTONE FAMILY FOUNDATION | |||||||||||
| 19 | 445 MAIN STREET | RIDGEFIELD | CT | 06877 | $15,000 | Yes (X) | |||||
| THE EXTRA MILE FOUNDATION | |||||||||||
| 20 | 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MT | 64105 | $10,000 | Yes (X) | |||||
| 4AS FOUNDATION | |||||||||||
| 21 | 25 W 45TH STREET 16TH FLOOR | NEW YORK | NY | 10036 | $5,000 | Yes (X) | |||||
| FOUNDATION SOURCE | |||||||||||
| 22 | 55 WALLS DRIVE SUITE 302 | FAIRFIELD | CT | 06824 | $5,000 | Yes (X) | |||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $85,775 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| FURNITURE AND FIXTURES | 2020-12-31 | $437,120 | $205,711 | SL | 7.000000000000 | $123,039 | $0 | $123,039 |
| COMPUTERS AND EQUIPMENT | 2019-06-30 | $685,650 | $451,710 | SL | 5.000000000000 | $55,137 | $0 | $55,137 |
| PHOTO PRODUCTION EQUIPMENT | 2019-06-30 | $223,209 | $147,281 | SL | 7.000000000000 | $28,525 | $0 | $28,525 |
| LEASEHOLD IMPROVEMENTS | 2021-07-01 | $2,656,247 | $1,027,719 | SL | 9.000000000000 | $296,096 | $0 | $296,096 |
| COMPUTERS AND EQUIPMENT | 2025-05-01 | $5,796 | SL | 3.000000000000 | $1,288 | $0 | $1,288 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF, PART VIII-A, LINE 1: | FormAndLineReferenceDesc |
| Medium Explanation | UNDERSTOOD.ORG IS A NONPROFIT DEDICATED TO EMPOWERING THE 70 MILLION PEOPLE IN THE UNITED STATES WITH LEARNING AND THINKING DIFFERENCES, LIKE ADHD AND DYSLEXIA. THROUGH FREE, EXPERT-VETTED RESOURCES, DIGITAL TOOLS, AND SUPPORT, WE SERVE MORE THAN 20 MILLION PEOPLE EACH YEAR, INCLUDING FAMILIES, EDUCATORS, AND INDIVIDUALS, WITH THE GOAL OF HELPING PEOPLE WHO LEARN AND THINK DIFFERENTLY THRIVE IN SCHOOL, AT WORK, AND IN LIFE.UNDERSTOOD WAS FOUNDED BY FRED AND NANCY POSES AFTER THEY EXPERIENCED FIRSTHAND HOW DIFFICULT IT WAS TO FIND CLEAR INFORMATION, TRUSTED GUIDANCE, AND COMMUNITY SUPPORT FOR THEIR CHILD WITH LEARNING AND THINKING DIFFERENCES. THEY CREATED UNDERSTOOD TO HELP OTHER FAMILIES ACCESS THE RESOURCES AND COMMUNITY THEY HAD STRUGGLED TO FIND.OUR WORK INCLUDES DIGITAL EXPERIENCES, CONTENT, ONLINE COMMUNITIES, AND MEDIA INITIATIVES DESIGNED TO INCREASE UNDERSTANDING, REDUCE STIGMA, AND DRIVE POSITIVE BEHAVIOR CHANGE FOR PEOPLE WHO LEARN AND THINK DIFFERENTLY. THIS WORK IS GROUNDED IN RESEARCH, EXPERTISE, AND INSIGHTS FROM PEOPLE WITH LIVED EXPERIENCE, AND WE MEASURE ITS IMPACT THROUGH OUR SPARC FRAMEWORK, WHICH EVALUATES SELF-CONCEPT, PURPOSE, AUTONOMY, RELATIONSHIPS, AND CAPACITY. OUR RESEARCH AND EVALUATION EFFORTS HELP GENERATE INSIGHTS AND MEASURE OUTCOMES RELATED TO HEALTH LITERACY, HOPE, WORKPLACE INCLUSION, AND CHILD THRIVING.KEY INITIATIVES:- THE UNDERSTOOD.ORG CONTENT LIBRARY, WHICH OFFERS THOUSANDS OF ARTICLES, PRINTABLES, AND OTHER RESOURCES IN ENGLISH AND SPANISH FOR PARENTS, EDUCATORS, AND OTHERS NAVIGATING LEARNING AND THINKING DIFFERENCES.- THE UNDERSTOOD PODCAST NETWORK, WHICH FEATURES 12 SHOWS THAT OFFER PERSONAL STORIES AND PERSPECTIVES FROM AND FOR PEOPLE WHO LEARN AND THINK DIFFERENTLY. THESE INCLUDE THE AWARD-WINNING PODCASTS ADHD AHA! AND CLIMBING THE WALLS. OUR PODCASTS HAVE EARNED RECOGNITION FROM THE SIGNAL AWARDS, WOMEN WHO PODCAST AWARDS, RADIO TELEVISION DIGITAL NEWS ASSOCIATION, AND THE WEBBY AWARDS.- DIGITAL TOOLS AND INTERACTIVE EXPERIENCES THAT HELP USERS BUILD AWARENESS AND DEVELOP PRACTICAL STRATEGIES TO MANAGE CHALLENGES. THESE INCLUDE ADHD UNSTUCK, CREATED WITH NORTHWESTERN UNIVERSITY'S LAB FOR SCALABLE MENTAL HEALTH, THE AI-POWERED UNDERSTOOD ASSISTANT, AND THROUGH MY EYES, AN IMMERSIVE EXPERIENCE THAT HELPS PARENTS AND EDUCATORS EXPERIENCE WHAT EVERYDAY LIFE FEELS LIKE FOR KIDS WITH ADHD, DYSLEXIA, AND DYSCALCULIA- MEDIA CAMPAIGNS THAT REDUCE STIGMA, INCREASE UNDERSTANDING OF LEARNING AND THINKING DIFFERENCES, AND IMPROVE BRAND DISCOVERABILITY, INCLUDING OUR AWARD-WINNING "BE THE REASON" CAMPAIGN. - SOCIAL MEDIA AND NEWS CONTENT ACROSS INSTAGRAM, FACEBOOK, LINKEDIN, PINTEREST, TIKTOK, AND YOUTUBE, WHICH PROVIDES COMMUNITY, CREDIBLE INFORMATION, AND PRACTICAL RESOURCES FOR A VARIETY OF AUDIENCES.- PARTNERSHIPS WITH COMPANIES, NONPROFITS, AND OTHER MISSION-ALIGNED ORGANIZATIONS TO ADVANCE SUPPORT AND DRIVE IMPACT FOR PEOPLE WHO LEARN AND THINK DIFFERENTLY THROUGH CO-CREATED CONTENT, CAMPAIGNS, AND RESEARCH.- THOUGHT LEADERSHIP, AWARENESS, AND STIGMA REDUCTION EFFORTS TO PROMOTE NEUROINCLUSION IN THE WORKPLACE. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARES CAPITAL CORP COM | $383,338 | $383,338 |
| BLACKSTONE SECD LENDING FD COMMON STOCK | $310,141 | $310,141 |
| GOLUB CAP BDC INC COM | $302,937 | $302,937 |
| INVESCO QQQ TR UNIT SER 1 | $4,268,840 | $4,268,840 |
| ISHARES S&P SMALLCAP 600 VALUE INDEX FUND | $3,833,340 | $3,833,340 |
| ISHARES TRUST CORE DIVIDEND GROWTH | $3,309,460 | $3,309,460 |
| SPDR S&P500 ETF TRUST UNIT | $7,942,322 | $7,942,322 |
| VANGUARD FINANCIALS INDEX FUND | $1,197,801 | $1,197,801 |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF | $4,142,907 | $4,142,907 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE AND FIXTURES | $437,120 | $328,750 | $108,370 |
| COMPUTERS AND EQUIPMENT | $685,650 | $506,847 | $178,803 |
| PHOTO PRODUCTION EQUIPMENT | $223,209 | $175,806 | $47,403 |
| LEASEHOLD IMPROVEMENTS | $2,656,247 | $1,323,815 | $1,332,432 |
| COMPUTERS AND EQUIPMENT | $5,796 | $1,288 | $4,508 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $491,461 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,035 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | $25,214 | $50,571 | $50,571 |
| SECURITY DEPOSITS | $46,736 | $46,736 | $46,736 |
| RIGHT OF USE ASSET - OPERATING LEASE | $10,161,993 | $9,246,270 | $9,246,270 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $105,405 | $0 | $0 | $183,343 |
| PUBLIC RELATIONS AND MARKETING | $2,339,517 | $0 | $0 | $2,029,045 |
| IC TEAM | $3,000,121 | $0 | $0 | $671,385 |
| CREATIVE EXPENSES | $245,812 | $0 | $0 | $37,462 |
| WEBSITE PLATFORM | $1,397,145 | $0 | $0 | $2,404,804 |
| ADVERTISING EXP | $2,509,667 | $0 | $0 | $2,641,231 |
| RECRUITMENT EXP | $175,861 | $0 | $0 | $209,878 |
| OFFICE EXP | $539,014 | $0 | $0 | $591,521 |
| TRAINING & PROFESSIONAL DEV | $72,125 | $0 | $0 | $19,585 |
| EVENT EXPENSES | $121,175 | $0 | $0 | $113,213 |
| INFORMATION TECHNOLOGY | $337,313 | $0 | $0 | $9,089 |
| HORTICULTURE | $9,187 | $0 | $0 | $0 |
| AGENCY EXPENSES | $717,194 | $0 | $0 | $490,898 |
| BAD DEBTS EXPENSES | $47,551 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ICC PROGRAMS PARTICIPATION | $15,550 | $15,550 |
| REBATES AND REWARDS | $7,885 | $7,885 |
| LICENSING INCOME | $2,500 | $2,500 |
| CONTINGENT TAX RECOVERY | $42,399 | $42,399 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,397,229 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LEASE LIABILITY | $11,287,024 | $10,412,096 |
| FEDERAL EXCISE TAXES PAYABLE | $259,996 | $217,597 |
| CREDIT CARD PAYABLE | $68,175 | $47,154 |
| 457F PLAN LIABILITY | $207,177 | $61,405 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSINAL FEES | $231,739 | $0 | $0 | $171,000 |
| BENEFIT ADMINISTRATION FEES | $630,219 | $0 | $0 | $1,128,070 |
| PAYROLL PROCESSING FEES | $61,993 | $0 | $0 | $123,986 |
| INVESTMENT ADVISORY SERVICES | $67,336 | $67,336 | $67,336 | $0 |
Comments