ANNA MARIA AND STEPHEN KELLEN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANNA MARIA AND STEPHEN KELLEN FOUNDATION INC (EIN 13-3173593)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2025-03-17
- IRS object ID
- 202540769349100404
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-17T07:53:32-05:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135504490 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL E SAMMET & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIDEN LANE SUITE 500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133173593 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA-MARIA AND STEPHEN KELLEN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC C/O JOEL E SAMMET & CO LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNA | BusinessNameControlTxt |
| Phone | 2122698628 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIDEN LANE SUITE 500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL M KELLEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122698628 | PhoneNum |
| Signature | 2025-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER A TERZIAN | PreparerPersonNm |
| PTIN | P01027934 | PTIN |
| Phone | 2122698628 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $248,797,219 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,834,983 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,834,983 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$38,647,859 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,557,227 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,209 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,682 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$29,788,667 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,840,665 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $64,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $64,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $193,250 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $193,250 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $155,207 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $155,207 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $363,717 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $363,717 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $88,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $44,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $44,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,458 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $56,458 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,294 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $22,294 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,375,744 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,344,178 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $74,336 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,318,670 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,388,178 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $973,262 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,019,978,306 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,549,460 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,027,296,976 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,388,178 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,522,722 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,057,085,643 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,452,487 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $198,962,702 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $165,408,903 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $165,408,903 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $184,933,084 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,113,560 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,888,337 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,591,358 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,615,744 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,813,825 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $678,332,695 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,230,089 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,635,504 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $39,050,650 | OtherAssetsBOYAmt |
| Other Assets EOY | $39,050,650 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $39,050,650 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,112,870,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $226,418,946 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $248,797,219 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,112,870,489 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $226,418,946 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,112,870,489 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $226,418,946 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,112,870,489 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $226,418,946 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,112,870,489 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,057,085,643 | ExcessRevenueOverExpensesAmt |
| Other Increases | $170,634,100 | OtherIncreasesAmt |
| Subtotal | $226,418,946 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $226,418,946 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PER BOOKS OF FOUNDATION | P | $50,832,300 | $53,698,207 | -$2,865,907 | -$2,865,907 |
| CAPITAL GAINS THRU PARTNERSHIPS | P | $36,988,331 | -$36,988,331 | -$36,988,331 | |
| CAPITAL GAINS DIVIDENDS | P | $1,724,927 | $1,724,927 | $1,724,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$38,129,311 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,990 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $47,990 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $47,990 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $958,323 | 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 | $958,323 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $910,333 | OverpaymentAmt |
| Applied To ES Tax | $300,000 | AppliedToESTaxAmt |
| Refund | $610,333 | 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 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126983300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1345 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL M KELLEN | ||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| MARINA K FRENCH | ||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | VICE-PRESIDENT | 20.00 | $16,000 | $0 | $0 |
| ANDREW GUNDLACH | ||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | SECRETARY/TREASURER | 5.00 | $0 | $0 | $0 |
| ANNABELLE GARRETT | ||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | DIRECTOR | 5.00 | $16,000 | $0 | $0 |
| CAROLINE L KELLEN | ||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | DIRECTOR | 5.00 | $16,000 | $0 | $0 |
| CHRISTOPHER N KELLEN | ||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | DIRECTOR | 10.00 | $16,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARIA SZABO-GOESSLER | ||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | FOUNDATION ADMINISTR | 30.00 | $72,000 | $0 | $0 |
| ROBERT FOLINO | ||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | FINANCIAL ADMINISTRA | 20.00 | $67,500 | $0 | $0 |
| CHRISTINA COHEN | ||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | ASST. FOUNDATION ADM | 30.00 | $53,750 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PAUL HASTINGS LLP | |||||
| 200 PARK AVE | NEW YORK | NY | 10166 | LEGAL FEES | $200,000 |
| JOEL E SAMMET & CO LLP | |||||
| 15 MAIDEN LANE SUITE 500 | NEW YORK | NY | 10038 | ACCOUNTING | $88,000 |
| 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 | $30,369,234 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $198,885,472 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $116,534,726 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $345,789,432 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $345,789,432 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,186,841 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $340,602,591 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,030,130 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,030,130 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,990 | TotalTaxAmt |
| Distributable Before Adj | $16,982,140 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,982,140 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,982,140 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,522,722 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,522,722 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,982,140 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $63,118,684 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,522,722 | QualifyingDistributionsAmt |
| Applied To Year1 | $63,118,684 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,404,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,578,102 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (168 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACCESS JUSTICE BROOKLYN | |||||||||||
| 203 JAY STREET SUITE 300 | BROOKLYN | NY | 11201 | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| ACT OF CONNECTICUT INC | |||||||||||
| 63 HIGH RIDGE AVENUE | RIDGEFIELD | CT | 06877 | GENERAL TAX EXEMPT PURPOSES | $600,000 | PC | |||||
| AMERICAN ACADEMY IN BERLIN | |||||||||||
| GENERAL TAX EXEMPT PURPOSES | $2,986,268 | PC | 17-19 AM SANDWERDER | BERLIN GERMANY | GM | 14109 | |||||
| AMERICAN AUSTRIAN FOUNDATION | |||||||||||
| 150 E 42ND ST 28TH FLOOR | NEW YORK | NY | 10017 | GENERAL TAX EXEMPT PURPOSES | $20,000 | PC | |||||
| AMERICAN BALLET THEATER | |||||||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | GENERAL TAX EXEMPT PURPOSES | $25,000 | PC | |||||
| AMERICAN COUNCIL ON GERMANY | |||||||||||
| 14 E 60TH ST 1000 | NEW YORK | NY | 10022 | GENERAL TAX EXEMPT PURPOSES | $140,000 | PC | |||||
| AMERICAN FRIENDS OF ETON COLLEGE | |||||||||||
| 7521 ROYAL OAK DRIVE | MC LEAN | VA | 22102 | GENERAL TAX EXEMPT PURPOSES | $320,000 | PC | |||||
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||||||
| CENTRAL PARK W 79TH ST | NEW YORK | NY | 10024 | GENERAL TAX EXEMPT PURPOSES | $950,000 | PC | |||||
| AMERICAN SKIN ASSOCIATION | |||||||||||
| 6 EAST 43RD STREET | NEW YORK | NY | 10017 | GENERAL TAX EXEMPT PURPOSES | $50,000 | PC | |||||
| AMERICARES | |||||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06906 | GENERAL TAX EXEMPT PURPOSES | $500,000 | PC | |||||
| ANIMAL MEDICAL CENTER | |||||||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | GENERAL TAX EXEMPT PURPOSES | $107,500 | PC | |||||
| ANTHOS HOME | |||||||||||
| 90 BROAD STREETSUITE 1703A | NEW YORK | NY | 10004 | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| ART21 INC | |||||||||||
| 133 W 25TH STREET 3E | NEW YORK | NY | 10001 | GENERAL TAX EXEMPT PURPOSES | $1,000,000 | PC | |||||
| AUSTRALIAN UNIVERSITIES & SCHOOLS USA FOUNDATION | |||||||||||
| PO BOX 390863 | CAMBRIDGE | MA | 02139 | GENERAL TAX EXEMPT PURPOSES | $35,000 | ||||||
| BANK STREET COLLEGE OF EDUCATION | |||||||||||
| 610 W 112TH STREET | NEW YORK | NY | 10025 | GENERAL TAX EXEMPT PURPOSES | $375,000 | PC | |||||
| BARD COLLEGE | |||||||||||
| 30 CAMPUS ROAD | ANNANDALEONHUDSON | NY | 12504 | GENERAL TAX EXEMPT PURPOSES | $150,000 | PC | |||||
| BLUE PATH SERVICE DOGS INC | |||||||||||
| 8 COUNTRY CLUB ROAD | HOPWELL JUNCTION | NY | 12533 | GENERAL TAX EXEMPT PURPOSES | $15,000 | PC | |||||
| BOSTON COLLEGE | |||||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | GENERAL TAX EXEMPT PURPOSES | $200,000 | PC | |||||
| BOWERY RESIDENTS COMMITTEE | |||||||||||
| 131 W 25TH ST | NEW YORK | NY | 10001 | GENERAL TAX EXEMPT PURPOSES | $200,000 | PC | |||||
| BOYS & GIRLS CLUB OF RIDGEFIELD | |||||||||||
| 41 GOVERNOR STREET | RIDGEFIELD | CT | 06877 | GENERAL TAX EXEMPT PURPOSES | $100,000 | PC | |||||
| BRICK CHURCH | |||||||||||
| 1140 PARK AVENUE | NEW YORK | NY | 10128 | GENERAL TAX EXEMPT PURPOSES | $30,000 | PC | |||||
| BROADWAY FOR ARTS EDUCATION | |||||||||||
| 336 WEST 37TH STREET SUITE 500 | NEW YORK | NY | 10018 | GENERAL TAX EXEMPT PURPOSES | $55,000 | PC | |||||
| CANCER RESEARCH INSTITUTE | |||||||||||
| ONE EXCHANGE PLAZA 55 BROADWAY STE | NEW YORK | NY | 10006 | GENERAL TAX EXEMPT PURPOSES | $50,000 | PC | 1802 | ||||
| CANDLELIGHTERS NYC INC | |||||||||||
| 345 EAST 73RD STREET APT 2L | NEW YORK | NY | 10021 | GENERAL TAX EXEMPT PURPOSES | $100,000 | PC | |||||
| CARNEGIE HALL SOCIETY | |||||||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | GENERAL TAX EXEMPT PURPOSES | $3,220,000 | PC | |||||
| CATHEDRAL OF ST JOHN THE DEVINE | |||||||||||
| 1047 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | GENERAL TAX EXEMPT PURPOSES | $53,000 | PC | |||||
| CENTER OF THEOLOGICAL INQUIRY | |||||||||||
| PO BOX 2072 | PRINCETON | NJ | 08543 | GENERAL TAX EXEMPT PURPOSES | $200,000 | PC | |||||
| CENTRAL PARK CONSERVANCY | |||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | GENERAL TAX EXEMPT PURPOSES | $205,000 | PC | |||||
| CHABAD OF ICELAND | |||||||||||
| 544 CROWN STREET | BROOKLYN | NY | 11213 | GENERAL TAX EXEMPT PURPOSES | $250,000 | ||||||
| CHALKBEAT | |||||||||||
| 450 7TH AVENUE 32ND FLOOR | NEW YORK | NY | 10123 | GENERAL TAX EXEMPT PURPOSES | $250,000 | PC | |||||
| CHAMPLAIN AREA TRAILS | |||||||||||
| 6482 MAIN STREET | WESTPORT | NY | 12993 | GENERAL TAX EXEMPT PURPOSES | $25,000 | PC | |||||
| CHELSEA MUSIC FESTIVAL | |||||||||||
| PARK WEST STATION NUMBER 20435 | NEW YORK | NY | 10025 | GENERAL TAX EXEMPT PURPOSES | $75,000 | PC | |||||
| CITY HARVEST INC | |||||||||||
| 5501 2ND STREET | LONG ISLAND CITY | NY | 11101 | GENERAL TAX EXEMPT PURPOSES | $150,000 | PC | |||||
| COHME | |||||||||||
| 11 BROADWAY 1031 | NEW YORK | NY | 10004 | GENERAL TAX EXEMPT PURPOSES | $100,000 | PC | |||||
| COLUMBIA UNIVERSITY | |||||||||||
| 116TH STREET AND BROADWAY | NEW YORK | NY | 10027 | GENERAL TAX EXEMPT PURPOSES | $2,350,000 | ||||||
| COLUMBIA UNIVERSITYDEPT OF OPHTHALMOLOGY | |||||||||||
| 635 W 165TH STREET 218 | NEW YORK | NY | 10032 | GENERAL TAX EXEMPT PURPOSES | $400,000 | PC | |||||
| CONVENT OF THE SACRED HEART SCHOOL OF NEW YORK | |||||||||||
| 1 E 91ST STREET | NEW YORK | NY | 10128 | GENERAL TAX EXEMPT PURPOSES | $600,000 | PC | |||||
| CREATIVE STAGE COLLECTIVE | |||||||||||
| 4915 BROADWAY 6D | NEW YORK | NY | 10034 | GENERAL TAX EXEMPT PURPOSES | $20,000 | PC | |||||
| DANBURY HOSPITAL | |||||||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 068106099 | GENERAL TAX EXEMPT PURPOSES | $1,000,000 | PC | |||||
| DE LA SALLE ACADEMY | |||||||||||
| 332 W 43RD STREET | NEW YORK | NY | 10036 | GENERAL TAX EXEMPT PURPOSES | $110,000 | PC | |||||
| DEERFIELD ACADEMY | |||||||||||
| 7 BOYDEN LANE | DEERFIELD | MA | 01342 | GENERAL TAX EXEMPT PURPOSES | $300,000 | ||||||
| DRAWING CENTER (THE) | |||||||||||
| 35 WOOSTER ST | NEW YORK | NY | 10013 | GENERAL TAX EXEMPT PURPOSES | $25,000 | PC | |||||
| DREAM | |||||||||||
| 1991 SECOND AVENUE | NEW YORK | NY | 10029 | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| DWIGHT SCHOOL FOUNDATION | |||||||||||
| 291 CENTRAL PARK WEST | NEW YORK | NY | 10024 | GENERAL TAX EXEMPT PURPOSES | $25,000 | PC | |||||
| DYNAMIC YOUTH COMMUNITY | |||||||||||
| 1830 CONEY ISLAND AVENUE | BROOKLYN | NY | 11230 | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| EAST HILL SYNAGOGUE CHESSED FUND | |||||||||||
| 255 WALNUT STREET | ENGLEWOOD | NJ | 07631 | GENERAL TAX EXEMPT PURPOSES | $500,000 | PC | |||||
| ELYSIUM - BETWEEN TWO CONTINENTS INC | |||||||||||
| 303 E 83RD STREET 17E | NEW YORK | NY | 10028 | GENERAL TAX EXEMPT PURPOSES | $30,000 | PC | |||||
| FACES AT NYU LANGONE MEDICAL CENTER | |||||||||||
| 223 EAST 34TH STREET | NEW YORK | NY | 10016 | GENERAL TAX EXEMPT PURPOSES | $15,000 | PC | |||||
| FIDELITY CHARITABLE FUND | |||||||||||
| 200 SEAPORT BLVD | BOSTON | MA | 02210 | GENERAL TAX EXEMPT PURPOSES | $7,100,000 | ||||||
| FILM INDEPENDENT | |||||||||||
| 5670 WILSHIRE BLVD 9TH FLOOR | LOS ANGELES | CA | 90036 | GENERAL TAX EXEMPT PURPOSES | $105,000 | ||||||
| FOOD BANK FOR NEW YORK CITY | |||||||||||
| 39 BROADWAY | NEW YORK | NY | 10038 | GENERAL TAX EXEMPT PURPOSES | $250,000 | PC | |||||
| FOOD FOR NEEDY | |||||||||||
| 5055 COLLINS AVE 12J/K | MIAMI BEACH | FL | 33140 | GENERAL TAX EXEMPT PURPOSES | $2,500 | PC | |||||
| FOUNDERS HALL | |||||||||||
| 120 E 12TH ST | NEW YORK | NY | 10003 | GENERAL TAX EXEMPT PURPOSES | $75,000 | PC | |||||
| FRANKLIN LAND TRUST | |||||||||||
| 5 MECHANIC STREET | SHELBURNE FALLS | MA | 01370 | GENERAL TAX EXEMPT PURPOSES | $5,000 | PC | |||||
| FRICK COLLECTION | |||||||||||
| 1 E 70TH ST | NEW YORK | NY | 10021 | GENERAL TAX EXEMPT PURPOSES | $1,650,000 | PC | |||||
| FRIENDS OF RIDGEFIELD SUZUKI SCHOOL | |||||||||||
| 223 W MOUNTAIN ROAD | RIDGEFIELD | CT | 06877 | GENERAL TAX EXEMPT PURPOSES | $15,000 | PC | |||||
| FRIENDS OF RIDGEFIELDCHIRP | |||||||||||
| TOWN HALL 400 MAIN STREET | RIDGEFIELD | CT | 06877 | GENERAL TAX EXEMPT PURPOSES | $20,000 | PC | |||||
| FRIENDS OF THE HIGH LINE | |||||||||||
| 820 WASHINGTON STREET | NEW YORK | NY | 10014 | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| FRIENDS OF THE MUSEE DES ARTS DECORATIFS | |||||||||||
| GENERAL TAX EXEMPT PURPOSES | $25,000 | PC | 107 RUE DE RIVOLI | PARIS | FR | 75001 | |||||
| FUND FOR PARK AVENUE | |||||||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | GENERAL TAX EXEMPT PURPOSES | $1,000 | PC | |||||
| GEORGETOWN UNIVERSITY | |||||||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | GENERAL TAX EXEMPT PURPOSES | $755,000 | PC | |||||
| GERMANISTIC SOCIETY OF AMERICA | |||||||||||
| 6 E 87TH ST NEW YORK | NEW YORK | NY | 10128 | GENERAL TAX EXEMPT PURPOSES | $15,000 | PC | |||||
| GODDARD RIVERSIDE COMMUNITY CENTER | |||||||||||
| 593 COLUMBUS AVENUE | NEW YORK | NY | 10024 | GENERAL TAX EXEMPT PURPOSES | $50,000 | PC | |||||
| GUGGENHEIM MUSEUM | |||||||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | GENERAL TAX EXEMPT PURPOSES | $400,000 | PC | |||||
| GUIDE DOG FOUNDATION FOR THE BLIND | |||||||||||
| EAST 371 JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | GENERAL TAX EXEMPT PURPOSES | $6,000 | PC | |||||
| HARLEM ACADEMY | |||||||||||
| 1330 5TH AVE | NEW YORK | NY | 10026 | GENERAL TAX EXEMPT PURPOSES | $25,000 | PC | |||||
| HARLEM SCHOOL OF THE ARTS | |||||||||||
| 645 ST NICHOLAS AVENUE | NEW YORK | NY | 10030 | GENERAL TAX EXEMPT PURPOSES | $200,000 | PC | |||||
| HOSPITAL FOR SPECIAL SURGERY | |||||||||||
| 535 E 70TH STREET | NEW YORK | NY | 10021 | GENERAL TAX EXEMPT PURPOSES | $4,833,333 | PC | |||||
| HOT BREAD KITCHEN | |||||||||||
| 1590 PARK AVE | NEW YORK | NY | 10029 | GENERAL TAX EXEMPT PURPOSES | $100,000 | PC | |||||
| HOUR CHILDREN | |||||||||||
| 36-11 12TH STREET | QUEENS | NY | 11106 | GENERAL TAX EXEMPT PURPOSES | $50,000 | PC | |||||
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 200363212 | GENERAL TAX EXEMPT PURPOSES | $10,000 | PC | |||||
| HUNTER COLLEGE | |||||||||||
| 695 PARK AVENUE | NEW YORK | NY | 10065 | GENERAL TAX EXEMPT PURPOSES | $100,000 | PC | |||||
| INTERNATIONAL CENTER OF PHOTOGRAPHY | |||||||||||
| 79 ESSEX STREET | NEW YORK | NY | 10002 | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| INTERNATIONAL CONTEMPORARY ENSEMBLE | |||||||||||
| 4306 3RD AVENUE 4TH FLOOR | BROOKLYN | NY | 11232 | GENERAL TAX EXEMPT PURPOSES | $175,000 | PC | |||||
| INTERNATIONAL COUNCIL OF THE MUSEUM OF MODERN ART | |||||||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | GENERAL TAX EXEMPT PURPOSES | $100,000 | PC | |||||
| KUNST-WERKE BERLIN (KING BAUDOUIN FOUNDATION) | |||||||||||
| 551 FIFTH AVENUE SUITE 2400 | NEW YORK | NY | 10176 | GENERAL TAX EXEMPT PURPOSES | $405,000 | PC | |||||
| LAND CONSERVANCY OF RIDGEFIELD INC | |||||||||||
| PO BOX 3220 | RIDGEFIELD | CT | 06877 | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| LEO BAECK INSTITUTE | |||||||||||
| 15 W 16TH STREET | NEW YORK | NY | 10011 | GENERAL TAX EXEMPT PURPOSES | $12,000 | PC | |||||
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||||||
| LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | GENERAL TAX EXEMPT PURPOSES | $30,000 | PC | |||||
| LIQUID THEATRE COLLECTIVE | |||||||||||
| 244 FIFTH AVENUESUITE A295 | NEW YORK | NY | 10001 | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| LOUNSBURY HOUSE | |||||||||||
| 316 MAIN ST | RIDGEFIELD | CT | 06877 | GENERAL TAX EXEMPT PURPOSES | $40,000 | PC | |||||
| MAYO CLINIC | |||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | GENERAL TAX EXEMPT PURPOSES | $1,700,000 | PC | |||||
| MCKENNA FOUNDATION | |||||||||||
| PO BOX 60522 | STATEN ISLAND | NY | 10306 | GENERAL TAX EXEMPT PURPOSES | $25,000 | PC | |||||
| MELANOMA RESEARCH ALLIANCE FOUNDATION | |||||||||||
| 1101 NEW YORK AVE 620 | WASHINGTON | DC | 20005 | GENERAL TAX EXEMPT PURPOSES | $2,000,000 | PC | |||||
| METROPOLITAN MUSEUM OF ART | |||||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | GENERAL TAX EXEMPT PURPOSES | $7,847,659 | PC | |||||
| METROPOLITAN OPERA ASSOCIATION INC | |||||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | GENERAL TAX EXEMPT PURPOSES | $500,000 | PC | |||||
| MORGAN LIBRARY & MUSEUM | |||||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | GENERAL TAX EXEMPT PURPOSES | $425,000 | PC | |||||
| MOUNT SINAI SCHOOL OF MEDICINE | |||||||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | GENERAL TAX EXEMPT PURPOSES | $525,000 | PC | |||||
| MS PRESIDENT US | |||||||||||
| PO BOX 238 | RIDGEFIELD | CT | 06877 | GENERAL TAX EXEMPT PURPOSES | $12,500 | PC | |||||
| MUNICIPAL ART SOCIETY OF NEW YORK | |||||||||||
| 488 MADISON AVE | NEW YORK | NY | 10022 | GENERAL TAX EXEMPT PURPOSES | $25,000 | PC | |||||
| MUSEUM OF MODERN ART | |||||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | GENERAL TAX EXEMPT PURPOSES | $200,000 | PC | |||||
| MUSEUM OF THE CITY OF NEW YORK | |||||||||||
| 1220 5TH AVENUE | NEW YORK | NY | 10029 | GENERAL TAX EXEMPT PURPOSES | $10,000 | PC | |||||
| NATIONAL GALLERY OF ART | |||||||||||
| 2000 SOUTH CLUB DRIVE | LANDOVER | MD | 20785 | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH | |||||||||||
| 14 WALL STREET SUITE 3B | NEW YORK | NY | 10005 | GENERAL TAX EXEMPT PURPOSES | $60,000 | PC | |||||
| NEUE GALERIE | |||||||||||
| 1048 5TH AVENUE | NEW YORK | NY | 10028 | GENERAL TAX EXEMPT PURPOSES | $25,000 | PC | |||||
| NEW AMERICA FOUNDATION | |||||||||||
| 199 LAFAYETTE ST 3B | NEW YORK | NY | 10012 | GENERAL TAX EXEMPT PURPOSES | $300,000 | PC | |||||
| NEW VISIONS FOR PUBLIC SCHOOLS INC | |||||||||||
| 205 E 42ND ST | NEW YORK | NY | 10017 | GENERAL TAX EXEMPT PURPOSES | $300,000 | PC | |||||
| NEW YORK BOTANICAL GARDEN | |||||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | GENERAL TAX EXEMPT PURPOSES | $50,000 | PC | |||||
| NEW YORK HISTORICAL SOCIETY | |||||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | GENERAL TAX EXEMPT PURPOSES | $106,000 | PC | |||||
| NEW YORK PHILLHARMONIC | |||||||||||
| DAVID GEFFEN HALL 10 LINCOLN CENTER | NEW YORK | NY | 10023 | GENERAL TAX EXEMPT PURPOSES | $833,050 | PC | PLAZA | ||||
| NEXTGENFACE FOUNDATION | |||||||||||
| 812 PARK AVENUE | NEW YORK | NY | 10021 | GENERAL TAX EXEMPT PURPOSES | $20,000 | PC | |||||
| NORTON MUSEAM OF ART | |||||||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | GENERAL TAX EXEMPT PURPOSES | $500,000 | PC | |||||
| OPEN CAMPUS MEDIA | |||||||||||
| 1 THOMAS CIRCLE NW SUITE 700 | WASHINGTON | DC | 20005 | GENERAL TAX EXEMPT PURPOSES | $50,000 | PC | |||||
| PARITYORG | |||||||||||
| 200 11TH AVENUE SUITE 10N | NEW YORK | NY | 10011 | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| PARK AVENUE ARMORY | |||||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | GENERAL TAX EXEMPT PURPOSES | $100,000 | PC | |||||
| PARK CHILDREN'S DAY SCHOOL | |||||||||||
| 4 WEST 76TH STREET | NEW YORK | NY | 10023 | GENERAL TAX EXEMPT PURPOSES | $40,000 | PC | |||||
| PARSONSNEW SCHOOL | |||||||||||
| 66 5TH AVENUE | NEW YORK | NY | 10011 | GENERAL TAX EXEMPT PURPOSES | $200,000 | PC | |||||
| PEDIATRIC CANCER RESEARCH FOUNDATION | |||||||||||
| 2151 MICHELSON DRIVE SUITE 180 | IRVINE | CA | 92612 | GENERAL TAX EXEMPT PURPOSES | $60,000 | ||||||
| PENNSYLVANIA ACADEMY OF THE FINE ARTS | |||||||||||
| 118-128 N BROAD STREET | PHILADELPHIA | PA | 19102 | GENERAL TAX EXEMPT PURPOSES | $25,000 | PC | |||||
| PER SCHOLAS | |||||||||||
| 804 EAST 138TH STREET 2ND FL | BRONX | NY | 10454 | GENERAL TAX EXEMPT PURPOSES | $105,000 | PC | |||||
| PETERSON INSTITUTE | |||||||||||
| 1750 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS | |||||||||||
| 1750 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 200363212 | GENERAL TAX EXEMPT PURPOSES | $150,000 | PC | |||||
| PETS ARE WONDERFUL SUPPORT (PAWS) | |||||||||||
| 134 W 29TH STREET | NEW YORK | NY | 10001 | GENERAL TAX EXEMPT PURPOSES | $50,000 | PC | |||||
| PHIPPS NEIGHBORHOODS | |||||||||||
| 902 BROADWAY | NEW YORK | NY | 10010 | GENERAL TAX EXEMPT PURPOSES | $10,000 | PC | |||||
| POLO FOR LIFE | |||||||||||
| 255 PROFESSIONAL WAY | WELLINGTON | FL | 33414 | GENERAL TAX EXEMPT PURPOSES | $330,000 | ||||||
| PROJECT RENEWAL | |||||||||||
| 200 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10014 | GENERAL TAX EXEMPT PURPOSES | $75,000 | PC | |||||
| PROJECT SUNSHINE | |||||||||||
| 211 EAST 43RD STREET SUITE 401 | NEW YORK | NY | 10017 | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| PURSUIT | |||||||||||
| 47-10 AUSTELL PLACE 2ND FL | LONG ISLAND CITY | NY | 11101 | GENERAL TAX EXEMPT PURPOSES | $150,000 | PC | |||||
| QUEENS COLLEGE | |||||||||||
| 65-30 KISSENA BLVD | FLUSHING | NY | 11367 | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| RESOURCE CENTER FOR COMMUNITY DEVELOPMENTHOPELINE | |||||||||||
| 884 E 163RD STREET | BRONX | NY | 10459 | GENERAL TAX EXEMPT PURPOSES | $25,000 | PC | |||||
| RIDGEFIELD ACADEMY | |||||||||||
| 223 WEST MOUNTAIN ROAD | RIDGEFIELD | CT | 06877 | GENERAL TAX EXEMPT PURPOSES | $200,000 | PC | |||||
| RIDGEFIELD CONSERVATORY OF DANCE | |||||||||||
| 444 MAIN STREET | RIDGEFIELD | CT | 06877 | GENERAL TAX EXEMPT PURPOSES | $75,000 | PC | |||||
| RIDGEFIELD LIBRARY | |||||||||||
| 472 MAIN STREET | RIDGEFIELD | CT | 06877 | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| RIDGEFIELD SYMPHONY ORCHESTRA | |||||||||||
| 77 DANBURY ROAD | RIDGEFIELD | CT | 06877 | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| RIP MEDICAL DEBT | |||||||||||
| 80 THEODORE FREMD AVE | RYE | NY | 10580 | GENERAL TAX EXEMPT PURPOSES | $30,000 | PC | |||||
| RIVERSIDE LANGUAGE PROGRAM | |||||||||||
| 270 WEST 89TH STREET | NEW YORK | NY | 10024 | GENERAL TAX EXEMPT PURPOSES | $75,000 | PC | |||||
| ROAR ANIMAL SHELTER | |||||||||||
| 45 SOUTH STREET | RIDGEFIELD | CT | 06877 | GENERAL TAX EXEMPT PURPOSES | $75,000 | PC | |||||
| ROBIN HOOD FOUNDATION | |||||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | GENERAL TAX EXEMPT PURPOSES | $6,650 | PC | |||||
| ROCKEFELLER UNIVERSITY | |||||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 100656399 | GENERAL TAX EXEMPT PURPOSES | $2,300,000 | PC | |||||
| SANCTUARY FOR FAMILIES | |||||||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | GENERAL TAX EXEMPT PURPOSES | $50,000 | PC | |||||
| SANDY HOOK PROMISE | |||||||||||
| 13 CHURCH HILL RD | NEWTOWN | CT | 06470 | GENERAL TAX EXEMPT PURPOSES | $250,000 | PC | |||||
| SANITATION FOUNDATION | |||||||||||
| 44 BEAVER STREET 11TH FLOOR ROOM | NEW YORK | NY | 10004 | GENERAL TAX EXEMPT PURPOSES | $25,000 | 1120 | |||||
| SCENIC HUDSON | |||||||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | GENERAL TAX EXEMPT PURPOSES | $200,000 | PC | |||||
| SCO FAMILY OF SERVICES | |||||||||||
| 1415 KELLUM PL SUITE 140 | GARDEN CITY | NY | 11530 | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| SCULPTURECENTER | |||||||||||
| 44-19 PURVES ST | LONG ISLAND CITY | NY | 11101 | GENERAL TAX EXEMPT PURPOSES | $560,000 | PC | |||||
| SILVER HILL HOSPITAL | |||||||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | GENERAL TAX EXEMPT PURPOSES | $100,000 | PC | |||||
| SING FOR HOPE | |||||||||||
| 575 EIGHTH AVENUE STE 1812 | NEW YORK | NY | 10018 | GENERAL TAX EXEMPT PURPOSES | $400,000 | PC | |||||
| SKIDMORE COLLEGE | |||||||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | GENERAL TAX EXEMPT PURPOSES | $125,000 | PC | |||||
| SOUTH FORK BAKERY | |||||||||||
| 3333 NOYACK ROAD | SAG HARBOR | NY | 11963 | GENERAL TAX EXEMPT PURPOSES | $100,000 | PC | |||||
| SPHERE INC | |||||||||||
| PO BOX 1136 | RIDGEFIELD | CT | 06877 | GENERAL TAX EXEMPT PURPOSES | $25,000 | PC | |||||
| SQUASH DREAMERS INC | |||||||||||
| 300 DELAWARE AVE STE 210-A | WILMINGTON | DE | 19801 | GENERAL TAX EXEMPT PURPOSES | $20,000 | PC | |||||
| SQUASH EDUCATION ALLIANCE | |||||||||||
| 55 BROAD STREET 14TH FLOOR | NEW YORK | NY | 10004 | GENERAL TAX EXEMPT PURPOSES | $50,000 | PC | |||||
| ST BERNARD'S SCHOOL | |||||||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | GENERAL TAX EXEMPT PURPOSES | $50,000 | PC | |||||
| STREETSQUASH | |||||||||||
| 41 W 115TH STREET | NEW YORK | NY | 10026 | GENERAL TAX EXEMPT PURPOSES | $1,000 | PC | |||||
| STUTTERING ASSOCIATION FOR THE YOUNG | |||||||||||
| 247 WEST 37TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | GENERAL TAX EXEMPT PURPOSES | $5,000 | PC | |||||
| THIRD STREET MUSIC SCHOOL SETTLEMENT | |||||||||||
| 235 E 11TH STREET 1 | NEW YORK | NY | 10003 | GENERAL TAX EXEMPT PURPOSES | $550,000 | PC | |||||
| TROOPER FOUNDATION STATE OF NEW YORK | |||||||||||
| 1220 WASHINGTON AVENUE 24 | ALBANY | NY | 12226 | GENERAL TAX EXEMPT PURPOSES | $130,000 | PC | |||||
| UNITED FOR THE TROOPS | |||||||||||
| PO BOX 242 | SHRUB OAK | NY | 10588 | GENERAL TAX EXEMPT PURPOSES | $10,000 | PC | |||||
| UPSTATE FILMS | |||||||||||
| PO BOX 324 | RHINEBECK | NY | 12572 | GENERAL TAX EXEMPT PURPOSES | $1,000 | PC | |||||
| URBAN ASSEMBLY | |||||||||||
| 90 BROAD ST | NEW YORK | NY | 10004 | GENERAL TAX EXEMPT PURPOSES | $250,000 | PC | |||||
| URBAN PATHWAYS | |||||||||||
| 575 EIGHTH AVENUE 16TH FLOOR | NEW YORK | NY | 10018 | GENERAL TAX EXEMPT PURPOSES | $75,000 | PC | |||||
| US SCIENCES PO FOUNDATION | |||||||||||
| 600 MADISON AVENUE | NEW YORK | NY | 10022 | GENERAL TAX EXEMPT PURPOSES | $500,000 | PC | |||||
| USET FOUNDATION | |||||||||||
| PO BOX 355 | GLADSTONE | NJ | 07934 | GENERAL TAX EXEMPT PURPOSES | $50,000 | PC | |||||
| VASSAR BROTHERS MEDICAL CENTER | |||||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | GENERAL TAX EXEMPT PURPOSES | $1,000,000 | PC | |||||
| WEILL CORNELL MEDICAL CENTER | |||||||||||
| 1300 YORK AVENUE | NEW YORK | NY | 10065 | GENERAL TAX EXEMPT PURPOSES | $10,535,000 | PC | |||||
| WELLESLEY COLLEGE | |||||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | GENERAL TAX EXEMPT PURPOSES | $200,000 | PC | |||||
| WESTERN CONNECTICUT YOUTH ORCHESTRA | |||||||||||
| 90 E RIDGE RD 225A | RIDGEFIELD | CT | 06877 | GENERAL TAX EXEMPT PURPOSES | $35,000 | PC | |||||
| WHITNEY MUSEUM OF AMERICAN ART | |||||||||||
| 99 GANESVOORT STREET | NEW YORK | NY | 10014 | GENERAL TAX EXEMPT PURPOSES | $250,000 | PC | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | GENERAL TAX EXEMPT PURPOSES | $5,000 | PC | |||||
| WINNAKEE LAND TRUST | |||||||||||
| 187 E MARKET STREET | RHINEBECK | NY | 12572 | GENERAL TAX EXEMPT PURPOSES | $1,000,000 | PC | |||||
| WNETORG | |||||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | GENERAL TAX EXEMPT PURPOSES | $2,200,000 | PC | |||||
| WOMEN IN NEED | |||||||||||
| ONE STATE STREET PLAZA 18TH FL | NEW YORK | NY | 10004 | GENERAL TAX EXEMPT PURPOSES | $300,000 | PC | |||||
| WOMEN MAKE MOVIES | |||||||||||
| 231 W 29TH SUITE 1006 | NEW YORK | NY | 10001 | GENERAL TAX EXEMPT PURPOSES | $100,000 | PC | |||||
| WOMENS ENTERPRISE ACTION LOAN FUND | |||||||||||
| 299 PARK AVENUE 2ND FLOOR | NEW YORK | NY | 10171 | GENERAL TAX EXEMPT PURPOSES | $50,000 | PC | |||||
| WOMEN'S PRISON ASSOCIATION | |||||||||||
| 110 2ND AVENUE | NEW YORK | NY | 10003 | GENERAL TAX EXEMPT PURPOSES | $150,000 | PC | |||||
| WOODSTOCK FARM ANIMAL SANCTUARY | |||||||||||
| 2 RESCUE ROAD | HIGH FALLS | NY | 12440 | GENERAL TAX EXEMPT PURPOSES | $130,000 | PC | |||||
| WORLD MONUMENTS FUND | |||||||||||
| 600 FIFTH AVENUE 25TH FLOOR | NEW YORK | NY | 10020 | GENERAL TAX EXEMPT PURPOSES | $130,000 | PC | |||||
| YMCA | |||||||||||
| 101 N WACKER DRIVE | CHICAGO | IL | 60606 | GENERAL TAX EXEMPT PURPOSES | $200,000 | PC | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,549,460 | 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 | $8,834,983 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,209 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$38,647,859 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$29,788,667 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$29,788,667 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $88,000 | Amt |
| Net Investment Income | $44,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $44,000 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DENISE AND MICHAEL KELLEN FOUNDATION INC | |||||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10105 | 2023-04-06 | $500,000,000 | CAPITAL ENDOWMENT GRANT TO SUPPORT FOUNDATION'S CHARITABLE MISSION. | $0 | NONE NOTED. | 11/15/24 | 2024-11-15 | FUNDS ARE BEING UTILIZED AS PER THE TERMS OF THE ENDOWMENT GRANT AGREEMENT |
| MARINA KELLEN FRENCH FOUNDATION INC | |||||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10105 | 2023-04-06 | $500,000,000 | CAPITAL ENDOWMENT GRANT TO SUPPORT FOUNDATION'S CHARITABLE MISSION. | $716,034 | NONE NOTED. | 11/15/24 | 2024-11-15 | FUNDS ARE BEING UTILIZED AS PER THE TERMS OF THE ENDOWMENT GRANT AGREEMENT |
| DENISE AND MICHAEL KELLEN FOUNDATION INC | |||||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10105 | 2023-08-25 | $7,572,654 | CAPITAL ENDOWMENT GRANT TO SUPPORT FOUNDATION'S CHARITABLE MISSION. | $0 | NONE NOTED. | 11/15/24 | 2024-11-15 | FUNDS ARE BEING UTILIZED AS PER THE TERMS OF THE ENDOWMENT GRANT AGREEMENT |
| MARINA KELLEN FRENCH FOUNDATION INC | |||||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10105 | 2023-08-25 | $7,572,654 | CAPITAL ENDOWMENT GRANT TO SUPPORT FOUNDATION'S CHARITABLE MISSION. | $0 | NONE NOTED. | 11/15/24 | 2024-11-15 | FUNDS ARE BEING UTILIZED AS PER THE TERMS OF THE ENDOWMENT GRANT AGREEMENT |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS AND OTHER OBLIGATIONS | BondNm |
| EOY Book Value | $4,615,744 | EOYBookValueAmt |
| EOYFMV | $5,813,825 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK AND ETF'S | StockNm |
| EOY Book Value | $14,113,560 | EOYBookValueAmt |
| EOYFMV | $27,888,337 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP INTERESTS AND ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,230,089 | BookValueAmt |
| EOYFMV | $10,635,504 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $363,717 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $363,717 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER TANGIBLE ASSETS | Desc |
| BOY Book Value | $39,050,650 | BOYBookValueAmt |
| EOY Book Value | $39,050,650 | EOYBookValueAmt |
| EOYFMV | $39,050,650 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE AND BANK FEES | $133,883 | $133,883 | $0 |
| FILING FEES | $1,500 | $0 | $1,500 |
| INSURANCE | $72,170 | $0 | $72,170 |
| MANAGEMENT ADVISORY FEES | $1,293,416 | $1,293,416 | $0 |
| NON-DEDUCTIBLE EXPENSES | $49,389 | $0 | $0 |
| LOSS FROM PARTNERSHIPS | $4,824,720 | $3,916,879 | $0 |
| DUES AND SUBSCRIPTIONS | $666 | $0 | $666 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NON-TAXABLE INCOME | $10,230 | $0 | $10,230 |
| CA TAX REFUND | $8,297 | $0 | $8,297 |
| OTHER INCOME | $5,682 | $5,682 | $5,682 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT FOR DONATED SECURITIES | Desc |
| Amt | $170,634,100 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE FEES | $3,048 | $0 | $3,048 |
| OTHER PROFESSIONAL FEES | $53,410 | $0 | $53,410 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $22,294 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,294 | DisbursementsCharitablePrpsAmt |
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