DOROTHY TAPPER GOLDMAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY TAPPER GOLDMAN FOUNDATION (EIN 06-1635177)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-07-23
- IRS object ID
- 202622049349100012
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-23T10:33:21-04:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINTZ & GOLD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVE 25TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061635177 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY TAPPER GOLDMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HOWARD TOPAZ | InCareOfNm |
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 2126964848 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MINTZ GOLD 600 3RD AVE FL 25 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBRA SISKIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125979145 | PhoneNum |
| Signature | 2026-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD M TOPAZ | PreparerPersonNm |
| PTIN | P00295401 | PTIN |
| Phone | 2126964848 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,444,237 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21,795 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,795 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $977,599 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $977,599 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,007,926 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,782,839 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,007,926 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,007,320 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,007,320 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $215,187 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $27,975 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $9,115 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $20,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $292,495 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $292,495 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $564,772 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $292,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,962,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,962,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,527,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $292,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,962,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,519,952 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,714,825 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $628,479 | CashBOYAmt |
| Cash EOY | $697,067 | CashEOYAmt |
| Cash EOYFMV | $697,067 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,028,247 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,111 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,111 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,119,603 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,482,192 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,700,786 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,265,128 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,490,609 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,798,539 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $3,773,487 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,580,733 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,234,734 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $34,814,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,263,712 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,444,237 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $34,814,944 | CapitalStockBOYAmt |
| Capital Stock EOY | $32,263,712 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,814,944 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,263,712 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,814,944 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,263,712 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,814,944 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,519,952 | ExcessRevenueOverExpensesAmt |
| Subtotal | $33,294,992 | SubtotalAmt |
| Other Decreases | $1,031,280 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,263,712 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPMORGAN E2007 | P | $2,384,805 | $2,384,805 | ||
| JPMORGAN E2005 | P | $210,155 | $210,155 | ||
| JPMORGAN E0003 | P | $1,143,241 | $1,143,241 | ||
| JPMORGAN P7002 | P | $5,376,113 | $5,225,889 | $159,541 | $150,224 |
| JPMORGAN P7002 | P | $6,649,981 | $5,820,140 | $829,841 | $829,841 |
| CAPITAL GAIN DIVIDENDS | P | $18,544 | |||
| CAPITAL GAIN DIVIDENDS | P | $18,544 | |||
| CAPITAL GAIN DIVIDENDS | P | $18,544 | |||
| CAPITAL GAIN DIVIDENDS | P | $18,544 | |||
| CAPITAL GAIN DIVIDENDS | P | $18,544 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,007,926 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,836 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,836 | SubtotalAmt |
| Tax Based On Investment Income | $23,836 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,937 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $54,937 | TotalPaymentsAndCreditsAmt |
| Overpayment | $31,101 | OverpaymentAmt |
| Applied To ES Tax | $31,101 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD TOPAZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126964848 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 3RD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBRA SISKIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MINTZ GOLD 600 3RD AVE FL 25 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $215,187 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN CHASE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 PARK AVENUE | AddressLine1Txt |
| City | NE WYORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMEN | ServiceTypeTxt |
| Compensation | $292,495 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,246,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,160,531 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,109,897 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,517,166 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,517,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $577,757 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,939,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,896,970 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,896,970 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,836 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,836 | TotalTaxAmt |
| Distributable Before Adj | $1,873,134 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,873,134 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,873,134 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,962,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,962,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,873,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $50,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,004,097 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $276,875 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,894,603 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,225,575 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,962,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,873,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,089,366 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,314,941 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,314,941 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,000 | ExcessFromYear4Amt |
| Excess From Year3 | $1,004,097 | ExcessFromYear3Amt |
| Excess From Year2 | $276,875 | ExcessFromYear2Amt |
| Excess From Year1 | $1,894,603 | ExcessFromYear1Amt |
| Excess From Current Year | $1,089,366 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | GENERAL | $1,715,000 |
| SMITHSONIAN INSTITUTION | |||||||
| 1000 JEFFERSON DRIVE SW | WASHINGTON | DC | 20560 | NONE | PC | GENERAL | $300,000 |
| ICIVICS INC | |||||||
| 1035 CAMBRIDGE STREET 1 | CAMBRIDGE | MA | 02141 | NONE | PC | GENERAL | $50,000 |
| JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION | |||||||
| 90 PARK AVENUE 33RD FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $75,000 |
| NEW ORLEANS CENTER FOR CREATIVE ARTS | |||||||
| 2800 CHARTRES STREET | NEW ORLEANS | LA | 70117 | NONE | PC | GENERAL | $100,000 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 E 87TH ST | NEW YORK | NY | 10128 | NONE | PC | GENERAL | $50,000 |
| THE TROY ANDREWS FOUNDATION | |||||||
| 5500 PRYTANIA STREET 338 | NEW ORLEANS | LA | 70115 | NONE | PC | GENERAL | $310,000 |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL | $50,000 |
| FOUR WAY BOOKS | |||||||
| PO BOX 535 VILLAGE STATION | NEW YORK | NY | 10014 | NONE | PC | GENERAL | $10,000 |
| PROJECT LAZARUS | |||||||
| PO BOX 3906 | NEW ORLEANS | LA | 70177 | NONE | PC | GENERAL | $2,500 |
| THE ASPEN INSTITUTE | |||||||
| 2300 N STREET NW 700 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL | $50,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | GENERAL | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,962,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,795 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $977,599 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,007,926 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,007,320 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,007,320 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS | BondNm |
| EOY Book Value | $13,490,609 | EOYBookValueAmt |
| EOYFMV | $13,798,539 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY | StockNm |
| EOY Book Value | $14,482,192 | EOYBookValueAmt |
| EOYFMV | $19,700,786 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $27,975 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE ASSETS | Desc |
| BOY Book Value | $3,773,487 | BOYBookValueAmt |
| EOY Book Value | $3,580,733 | EOYBookValueAmt |
| EOYFMV | $5,234,734 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $1,031,280 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $292,495 | $292,495 |
| INTERNSHIP |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $0 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $9,115 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $20,000 | Amt |