VITAL PROJECTS FUND INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VITAL PROJECTS FUND INC (EIN 13-3711340)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202441359349101324
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T09:14:56-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812950760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 389 INTERPACE PARKWAY STE 3 | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133711340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VITAL PROJECTS FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VITA | BusinessNameControlTxt |
| Phone | 9734726250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAVID MENSCHEL 375 PARK AVE 3601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10152 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MENSCHEL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9734726250 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | MENSCHEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG CASSANO | PreparerPersonNm |
| PTIN | P01551886 | PTIN |
| Phone | 9734726250 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $355,366,296 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $574,593 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $574,593 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,626,868 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,626,868 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,952,803 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,444,466 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,952,803 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $552,178 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $479,337 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $59,706,442 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,633,601 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $215,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $107,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $107,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $574,063 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $287,032 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $287,032 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,159 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,159 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $73,013 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $36,507 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,506 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $123,883 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $123,883 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,453,091 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $547,820 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $905,271 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,445,209 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,102,742 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,342,468 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,056,460 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,743,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,501,669 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,102,742 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,086,018 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,204,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,530,859 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,774,738 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,369,328 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,369,328 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $36,871,321 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $105,566,289 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $105,566,289 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $300,024,945 | CorporateStockBOYAmt |
| Corporate Stock EOY | $223,755,826 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $223,755,826 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $12,544,236 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,674,852 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,674,853 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $357,215,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $355,366,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $355,366,296 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,853,893 | GrantsPayableBOYAmt |
| Grants Payable EOY | $166,803 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $4,962,607 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,268,243 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,816,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,435,046 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $350,398,740 | RetainedEarningBOYAmt |
| Retained Earning EOY | $350,931,249 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $350,398,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $350,931,249 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $357,215,240 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $355,366,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $350,398,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,204,773 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29,957 | OtherIncreasesAmt |
| Subtotal | $393,633,470 | SubtotalAmt |
| Other Decreases | $42,702,221 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $350,931,249 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| SHORT-TERM GAINS FROM SCHEDULE K-1S | P | 2023-01-01 | 2023-12-31 | $810,459 | $810,459 | $810,459 | |
| LONG-TERM GAINS FROM SCHEDULE K-1S | P | 2022-01-01 | 2023-12-31 | $759,861 | $759,861 | $759,861 | |
| LONG-TERM GAINS FROM GOLDMAN SACHS | P | 1981-01-01 | 2023-12-31 | $77,874,146 | $46,382,483 | $46,382,483 | $31,491,663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,952,803 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $813,579 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $813,579 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $813,579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $143,628 | 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 | $143,628 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22,264 | EsPenaltyAmt |
| Tax Due | $692,215 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MCDERMOTT WILL EMERY LLP | IndividualWithBooksNm |
| Phone | 2125475400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101731922 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID F MENSCHEL | ||||||||
| 2530 SE 26TH AVE | PORTLAND | OR | 97202 | PRESIDENT/DIRECTOR/TREASURER | 15.00 | $100,000 | $0 | $0 |
| MARIANNE SAMMARCO | ||||||||
| 375 PARK AVENUE SUITE 3601 | NEW YORK | NY | 10152 | ASSISTANT SECRETARY | 0.25 | $75,000 | $0 | $0 |
| JAY RIVLIN | ||||||||
| 340 MADISON AVENUE | NEW YORK | NY | 10173 | DIRECTOR | 0.25 | $40,000 | $0 | $0 |
| RICHARD L MENSCHEL | ||||||||
| 375 PARK AVENUE SUITE 3601 | NEW YORK | NY | 10152 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LAUREN E MENSCHEL | ||||||||
| 375 PARK AVENUE SUITE 3601 | NEW YORK | NY | 10152 | SECRETARY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| RONAY MENSCHEL | ||||||||
| 375 PARK AVENUE SUITE 3601 | NEW YORK | NY | 10152 | DIRECTOR | 0.00 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| NANCY ERTAG-BRAND | ||||||||
| 130 EAST 18TH STREET | NEW YORK | NY | 10003 | CFO | 40.00 | $243,341 | $44,917 | $0 |
| SOPHIE CULL | ||||||||
| 3016 DUMAINE STREET | NEW ORLEANS | LA | 70119 | CRIMINAL JUSTICE PRO | 40.00 | $138,923 | $12,104 | $0 |
| LANEY BETH ELLISOR | ||||||||
| 312 N FREMONT ST | PORTLAND | OR | 97227 | PROGRAM MANAGER | 40.00 | $101,538 | $12,104 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | INTERNAL REVENUE CODE SECTION 501(C)(3). | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $335,821,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,540,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,607,147 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $351,969,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $351,969,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,279,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $346,690,013 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,334,501 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,334,501 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $813,579 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $813,579 | TotalTaxAmt |
| Distributable Before Adj | $16,520,922 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,520,922 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,520,922 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,086,018 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,086,018 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,520,922 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,744,433 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,086,018 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,744,433 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,341,585 | 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 | $14,179,337 | 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 (132 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABOLITIONIST LAW CENTER | ||||||||
| PO BOX 8654 | PITTSBURGH | PA | 15221 | NONE | CHARITY | GENERAL SUPPORT | $75,000 | |
| ADVANCING REAL CHANGE | ||||||||
| 309 N CHARLES ST | BALTIMORE | MD | 21201 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| ADVERTISING COUNCIL | ||||||||
| 815 SECOND AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | NONE | CHARITY | GENERAL SUPPORT | $25,000 | |
| ALABAMA APPLESEED | ||||||||
| 400 S UNION ST | MONTGOMERY | AL | 36104 | NONE | CHARITY | GENERAL SUPPORT | $80,000 | |
| ARCHIVES OF AMERICAN ART | ||||||||
| 750 9TH ST NW | WASHINGTON | DC | 20001 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| ARIZONA CAPITAL REPRESENTATION PROJECT | ||||||||
| 25 S GRANDE AVE | TUCSON | AZ | 85745 | NONE | CHARITY | GENERAL SUPPORT | $150,000 | |
| ATLANTIC CENTER FOR CAPITAL REPRESENTATION | ||||||||
| 1315 WALNUT ST 1331 | PHILADELPHIA | PA | 19107 | NONE | CHARITY | GENERAL SUPPORT | $95,000 | |
| BRAIN & BEHAVIOR RESEARCH FDN | ||||||||
| 747 THIRD AVENUE 33RD FLOOR | NEW YORK | NY | 10017 | NONE | CHARITY | GENERAL SUPPORT | $225,000 | |
| BRENNAN CENTER FOR JUSTICE | ||||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| BRIDGEHAMPTON CHAMBER MUSIC FESTIVAL | ||||||||
| 135 E 57TH STREET 14TH FL | NEW YORK | NY | 10022 | NONE | CHARITY | GENERAL SUPPORT | $25,000 | |
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION | ||||||||
| 575 MADISON AVENUE SUITE 1006 | NEW YORK | NY | 100222511 | NONE | CHARITY | GENERAL SUPPORT | $25,000 | |
| CENTER FOR COMMUNITY ALTERNATIVES | ||||||||
| 25 CHAPEL STREET 7TH FLOOR | BROOKLYN | NY | 11201 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| CENTER FOR INDEPENDENT DOCUMENTARY | ||||||||
| 1300 SOLDIERS FIELD ROAD SUITE 5 | BOSTON | MA | 02135 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 717 FIFTH AVE | NEW YORK | NY | 10022 | NONE | CHARITY | GENERAL SUPPORT | $25,000 | |
| CERES COMMUNITY PROJECT | ||||||||
| PO BOX 1562 | SEBASTOPOL | CA | 95473 | NONE | CHARITY | GENERAL SUPPORT | $75,000 | |
| CHEF ANN FOUNDATION | ||||||||
| 5485 CONESTOGA CT 110F | BOULDER | CO | 80301 | NONE | CHARITY | GENERAL SUPPORT | $175,000 | |
| CITY HARVEST INC | ||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | NONE | CHARITY | GENERAL SUPPORT | $250,000 | |
| CIVIL RIGHTS CORPS | ||||||||
| 1601 CONNETICUT AVENUE NW SUITE 800 | WASHINGTON | DC | 20009 | NONE | CHARITY | GENERAL SUPPORT | $560,000 | |
| COALITION FOR THE HOMELESS | ||||||||
| 1300 S FOURTH STREET 250 | LOUISVILLE | KY | 40208 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| COMMUNITY INITIATIVES | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | NONE | CHARITY | GENERAL SUPPORT | $25,000 | |
| CONGREGATION EMANU-EL | ||||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | NONE | CHARITY | GENERAL SUPPORT | $150,000 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | CHARITY | GENERAL SUPPORT | $35,000 | |
| DOMINICAN FRIARS OF IRVING TEXAS | ||||||||
| 3150 VINCE HAGAN STREET | IRVING | TX | 75062 | NONE | CHARITY | GENERAL SUPPORT | $10,000 | |
| DRAWBRIDGE | ||||||||
| PO BOX 2698 | SAN RAFAEL | CA | 94912 | NONE | CHARITY | GENERAL SUPPORT | $10,000 | |
| DRUG POLICY ALLIANCE | ||||||||
| 131 WEST 33RD STREET 15TH FLOOR | NEW YORK | NY | 10001 | NONE | CHARITY | GENERAL SUPPORT | $200,000 | |
| DUKE UNIVERSITY | ||||||||
| ALUMNI DEVELOPMENT | DURHAM | NC | 27708 | NONE | CHARITY | GENERAL SUPPORT | $162,000 | |
| FAMILIES AGAINST MANDATORY MINIMUMS | ||||||||
| 1100 H STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | CHARITY | GENERAL SUPPORT | $150,000 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | CHARITY | GENERAL SUPPORT | $25,000 | |
| FIRST LOOK MEDIA WORKS INC | ||||||||
| 114 5TH AVE | NEW YORK | NY | 10011 | NONE | CHARITY | GENERAL SUPPORT | $25,500 | |
| FLORIDA INTERNATIONAL UNIVERSITY FDN | ||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | NONE | CHARITY | GENERAL SUPPORT | $189,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | CHARITY | GENERAL SUPPORT | $25,000 | |
| FRIENDS OF GEORGICA POND FOUNDATION | ||||||||
| PO BOX 1393 | WAINSCOTT | NY | 11975 | NONE | CHARITY | GENERAL SUPPORT | $25,000 | |
| FRIENDS OF THE CHILDREN | ||||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| GLIDE MEMORIAL METHODIST CHURCH | ||||||||
| 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| GUILD HALL OF EAST HAMPTON | ||||||||
| 158 MAIN ST | EAST HAMPTON | NY | 11937 | NONE | CHARITY | GENERAL SUPPORT | $15,000 | |
| HABITAT FOR HUMANITY NEW YORK CITY | ||||||||
| 111 JOHN ST 23RD FLOOR | NEW YORK | NY | 10038 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| HENRY STREET SETTLEMENT | ||||||||
| 265 HENRY ST | NEW YORK | NY | 10002 | NONE | CHARITY | GENERAL SUPPORT | $30,000 | |
| HOLY ROSARY CHURCH | ||||||||
| 2716 N 42ND ST | FAIRMONT CITY | IL | 622012212 | NONE | CHARITY | GENERAL SUPPORT | $75,000 | |
| HOMELESS PRENATAL PROGRAM | ||||||||
| 2500 18TH ST | SAN FRANCISCO | CA | 94110 | NONE | CHARITY | GENERAL SUPPORT | $25,000 | |
| HOUR CHILDREN INC | ||||||||
| 36-11 12TH ST | QUEENS | NY | 11106 | NONE | CHARITY | GENERAL SUPPORT | $30,000 | |
| I HAVE A DREAM FOUNDATION OF BOULDER COUNTY | ||||||||
| 322 8TH AVENUE SUITE 202 | NEW YORK | NY | 10001 | NONE | CHARITY | GENERAL SUPPORT | $75,000 | |
| LEWIS & CLARK COLLEGE | ||||||||
| 615 SW PALATINE HILL RD | PORTLAND | OR | 97219 | NONE | CHARITY | GENERAL SUPPORT | $66,000 | |
| LONG HOUSE RESERVE | ||||||||
| 133 HANDS CREEK RD | EAST HAMPTON | NY | 11937 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| LOUISIANA PAROLE PROJECT INC | ||||||||
| 251 FLORIDA STREET SUITE 400 | BATON ROUGE | LA | 70801 | NONE | CHARITY | GENERAL SUPPORT | $500,000 | |
| LOYOLA UNIVERSITY | ||||||||
| 1032 W SHERIDAN RD | CHICAGO | IL | 60660 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| MAD AGRICULTURE | ||||||||
| 728 PEARL ST | BOULDER | CO | 80302 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| MAKE THE ROAD | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | NONE | CHARITY | GENERAL SUPPORT | $60,000 | |
| MARIJUANA POLICY PROJECT FOUNDATION | ||||||||
| PO BOX 21824 | WASHINGTON | DC | 20009 | NONE | CHARITY | GENERAL SUPPORT | $25,000 | |
| MEL BLOUNT YOUTH HOME OF PA INC | ||||||||
| 6 MEL BLOUNT DRIVE | CLAYSVILLE | PA | 15323 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| MEMORIAL SLOAN-KETTERING HOSPITAL | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| MESTIZO DANCE INC | ||||||||
| 8520 ELMHURST AVE APT 2F | ELMHURST | NY | 113733310 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| MILE HIGH UNITED WAY | ||||||||
| 711 PARK AVE W | DENVER | CO | 80205 | NONE | CHARITY | GENERAL SUPPORT | $75,000 | |
| MINISTRY AGAINST THE DEATH PENALTY | ||||||||
| 3009 GRAND RTE ST JOHN 6 | NEW ORLEANS | LA | 70119 | NONE | CHARITY | GENERAL SUPPORT | $75,000 | |
| MITCHELL HAMLINE SCHOOL OF LAW | ||||||||
| 875 SUMMIT AVE | ST PAUL | MN | 55105 | NONE | CHARITY | GENERAL SUPPORT | $246,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53 STREET | MANHATTAN | NY | 10019 | NONE | CHARITY | GENERAL SUPPORT | $200,000 | |
| NATIONAL GALLERY OF ART | ||||||||
| 2000 SOUTH CLUB DRIVE | LANDOVER | MD | 20785 | NONE | CHARITY | GENERAL SUPPORT | $75,000 | |
| NATIONAL MARFAN FOUNDATION | ||||||||
| 22 MANHASSET AVENUE | PORT WASHINGTON | NY | 11050 | NONE | CHARITY | GENERAL SUPPORT | $150,000 | |
| NATIONAL RELIGIOUS CAMPAIGN AGAINST TORTURE | ||||||||
| PO BOX 91820 | WASHINGTON | DC | 20090 | NONE | CHARITY | GENERAL SUPPORT | $80,000 | |
| NEW YORK CITY BALLET | ||||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| NEW YORK CITY CENTER | ||||||||
| 131 W 55TH ST | NEW YORK | NY | 10019 | NONE | CHARITY | GENERAL SUPPORT | $30,000 | |
| NEW YORK COMMON PANTRY | ||||||||
| 8 E 109TH ST | NEW YORK | NY | 10029 | NONE | CHARITY | GENERAL SUPPORT | $30,000 | |
| NEW YORK PRESBYTERIAN HOSPITAL - WEILL CORNELL MEDICAL SCHOOL | ||||||||
| 5141 BRAODWAY | NEW YORK | NY | 10034 | NONE | CHARITY | GENERAL SUPPORT | $675,000 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 476 FIFTH AVENUE AMD 42ND STREET | NEW YORK | NY | 10018 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| NORTHERN ARIZONA UNIVERSITY | ||||||||
| S SAN FRANCISCO ST | FLAGSTAFF | AZ | 86011 | NONE | CHARITY | GENERAL SUPPORT | $25,000 | |
| NURSE FAMILY PARTNERSHIP | ||||||||
| 1900 GRANT ST 4TH FLOOR | DENVER | CO | 80203 | NONE | CHARITY | GENERAL SUPPORT | $125,000 | |
| OHIO JUSTICE AND POLICY CENTER | ||||||||
| 215 E 9TH ST | CINCINNATI | OH | 45202 | NONE | CHARITY | GENERAL SUPPORT | $75,000 | |
| OUTWARD BOUND BAY AREA | ||||||||
| 1539 PERSHING DR | SAN FRANCISCO | CA | 94129 | NONE | CHARITY | GENERAL SUPPORT | $10,000 | |
| PAROLE PREPARATION PROJECT INC | ||||||||
| 135 W 20TH ST SUITE 401 | NEW YORK | NY | 10011 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| PART OF THE SOLUTION INC (POTS) | ||||||||
| 2759 WEBSTER AVE | BRONX | NY | 10458 | NONE | CHARITY | GENERAL SUPPORT | $30,000 | |
| PLAYERS PHILANTHROPY FUND | ||||||||
| 1122 KENILWORTH DR SUITE 201 | TOWSON | MD | 21204 | NONE | CHARITY | GENERAL SUPPORT | $170,000 | |
| PROTEUS FUND | ||||||||
| 15 RESEARCH DRIVE SUITE B | AMHERST | MA | 01002 | NONE | CHARITY | GENERAL SUPPORT | $2,705,000 | |
| RESTORE JUSTICE FOUNDATION | ||||||||
| PO BOX 101099 | CHICAGO | IL | 60610 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| SAFE AND JUST MICHIGAN | ||||||||
| 521 SEYMOUR AVE | LANSING | MI | 48933 | NONE | CHARITY | GENERAL SUPPORT | $200,000 | |
| SCHOOLS THAT CAN | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | CHARITY | GENERAL SUPPORT | $15,000 | |
| SCRAP | ||||||||
| 1736 SW ALDER STREET | PORTLAND | OR | 97205 | NONE | CHARITY | GENERAL SUPPORT | $15,000 | |
| SCRIBE VIDEO CENTER | ||||||||
| 3908 LANCASTER AVE | PHILADELPHIA | PA | 19104 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| SEATTLE CELEMENCY PROJECT | ||||||||
| 1126 34TH AVE 309 | SEATTLE | WA | 98122 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| SECOND LOOK ALLIANCE | ||||||||
| 4204 PINE PARK DR | BATON ROUGE | LA | 70809 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| SECOND LOOK PROJECT | ||||||||
| 200 MASSACHUSSETS AVE NW 8TH FLOOR | WASHINGTON | DC | 20001 | NONE | CHARITY | GENERAL SUPPORT | $125,000 | |
| SEEDS OF PEACE | ||||||||
| 370 LEXINGTON AVENUE SUITE 1201 | NEW YORK | NY | 10017 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| SOCIAL AND ENVIORMENTAL ENTREPRENEURS | ||||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| SOUTHERN CENTER FOR HUMAN RIGHTS | ||||||||
| 60 WALTON ST NW | ATLANTA | GA | 303032149 | NONE | CHARITY | GENERAL SUPPORT | $75,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | CHARITY | GENERAL SUPPORT | $10,000 | |
| STOREFRONT ACADEMY HARLEM | ||||||||
| 70 E 129TH ST | NEW YORK | NY | 10035 | NONE | CHARITY | GENERAL SUPPORT | $25,000 | |
| TEXAS DEFENDER SERVICE | ||||||||
| 1927 BLODGETT ST | HOUSTON | TX | 77004 | NONE | CHARITY | GENERAL SUPPORT | $300,000 | |
| THE CAMPAIGN AGAINST HUNGER (TCAH) | ||||||||
| 2010 FULTON ST | BROOKLYN | NY | 11233 | NONE | CHARITY | GENERAL SUPPORT | $30,000 | |
| TIDES CENTER | ||||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | NONE | CHARITY | GENERAL SUPPORT | $260,000 | |
| TIDES FOUNDATION | ||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 941291755 | NONE | CHARITY | GENERAL SUPPORT | $40,000 | |
| TULANE UNIVERSITY | ||||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | NONE | CHARITY | GENERAL SUPPORT | $300,000 | |
| UBUNTU PATHWAYS | ||||||||
| 32 BROADWAY | NEW YORK | NY | 10004 | NONE | CHARITY | GENERAL SUPPORT | $10,000 | |
| VERMONTERS FOR CRIMINAL JUSTICE REFORM | ||||||||
| PO BOX 8753 | BURLINGTON | VT | 05402 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06520 | NONE | CHARITY | GENERAL SUPPORT | $225,000 | |
| ABILITY CENTER OF VIRGINIA | ||||||||
| 5825 ARROWHEAD DR 201 | VIRGINIA BEACH | VA | 23462 | NONE | CHARITY | GENERAL SUPPORT | $15,000 | |
| ACLU OF MICHIGAN FOUNDATION | ||||||||
| 2966 WOODWARD AVENUE | DETROIT | MI | 48201 | NONE | CHARITY | GENERAL SUPPORT | $75,000 | |
| ACLU OF NEW JERSEY FOUNDATION | ||||||||
| PO BOX 32159 | NEWARK | NJ | 07102 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| ACLU OF PENNSYLVANIA FOUNDATION | ||||||||
| PO BOX 60173 | PHILADELPHIA | PA | 19102 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| ASSOCIATION FOR THE PUBLIC DEFENDER OF MARYLAND | ||||||||
| 6 ST PAUL STREET 14TH FLOOR | BALTIMORE | MD | 21202 | NONE | CHARITY | GENERAL SUPPORT | $235,000 | |
| BEDFORD PLAYHOUSE INC | ||||||||
| 633 OLD POST RD | BEDFORD | NY | 10506 | NONE | CHARITY | GENERAL SUPPORT | $15,000 | |
| BRADY CENTER TO PREVENT GUN VIOLENCE (WAS CENTER TO PREV) | ||||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | NONE | CHARITY | GENERAL SUPPORT | $10,000 | |
| CENTER FOR DEATH PENALTY LITIGATION | ||||||||
| 3326 DURHAM-CHAPEL HILL BLVD BLDG D | DURHAM | NC | 27707 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | SUITE 201 |
| CHICAGO LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW | ||||||||
| 100 NORTH LASALLE STREET SUITE 600 | CHICAGO | IL | 60602 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| CHICAGO MEDIA PROJECT | ||||||||
| 301 W GRAND 170 | CHICAGO | IL | 60654 | NONE | CHARITY | GENERAL SUPPORT | $70,000 | |
| CITY UNIVERSITY OF NY SCHOOL OF LAW | ||||||||
| 2 CT SQUARE W | QUEENS | NY | 11101 | NONE | CHARITY | GENERAL SUPPORT | $150,000 | |
| COMMITTEE TO PROTECT JOURNALISTS | ||||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | NONE | CHARITY | GENERAL SUPPORT | $20,000 | |
| DESERVING LIFE | ||||||||
| 1300G EL PASEO RD UNIT 310 | LAS CRUCES | NM | 880016024 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| FELONY MURDER ELIMINATION PROJECT | ||||||||
| PO BOX 441 | CLAYTON | CA | 94517 | NONE | CHARITY | GENERAL SUPPORT | $110,000 | |
| FILM INDEPENDENT | ||||||||
| 5670 WILSHIRE BLVD APT 9 | LOS ANGELES | CA | 90036 | NONE | CHARITY | GENERAL SUPPORT | $30,000 | |
| FREEDOM PROJECT | ||||||||
| PO BOX 57 | RENTON | WA | 98057 | NONE | CHARITY | GENERAL SUPPORT | $130,000 | |
| HEALING ADVOCACY FUND | ||||||||
| 8110 SE RAMONA ST | PORTLAND | OR | 972065155 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| ILLINOIS PRISON PROJECT | ||||||||
| 53 W JACKSON SUITE 452 | CHICAGO | IL | 60604 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | ||||||||
| 79 ESSEX STREET | NEW YORK | NY | 10002 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| INVESTIGATIVE REPORTERS AND EDITORS INC | ||||||||
| 221 S EIGHTH ST | COLUMBIA | MO | 65201 | NONE | CHARITY | GENERAL SUPPORT | $282,000 | |
| JUSTICE PROJECT (AKA ARIZONA JUSTICE PROJECT) | ||||||||
| 4001 N 3RD ST SUITE 401 | PHOENIX | AZ | 85012 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| LINCOLN CENTER FOR PERFORMING ARTS-JAZZ AT LINCOLN CENTER | ||||||||
| 10 COLUMBUS CIR | NEW YORK | NY | 10023 | NONE | CHARITY | GENERAL SUPPORT | $75,000 | |
| LOOK2JUSTICE | ||||||||
| PO BOX 30624 | SEATTLE | WA | 98113 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| NATIONAL POLICE ACCOUNTABILITY PROJECT | ||||||||
| PO BOX 508 | REDMOND | WA | 98073 | NONE | CHARITY | GENERAL SUPPORT | $150,000 | |
| NATIONAL REGISTRY OF EXONERATIONS FOUNDATION | ||||||||
| 1140 ABBOTT RD 154 | EAST LANSING | MI | 48826 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| NEW YORK FOCUS NEWS | ||||||||
| 361 WARREN ST | BROOKLYN | NY | 11201 | NONE | CHARITY | GENERAL SUPPORT | $45,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 50 WEST 4TH STREET | NEW YORK | NY | 10012 | NONE | CHARITY | GENERAL SUPPORT | $72,050 | |
| OREGON JUSTICE RESOURCE CENTER | ||||||||
| PO BOX 5248 | PORTLAND | OR | 97208 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| PORTLAND INSTITUTE FOR CONTEMPORY ART | ||||||||
| 15 NE HANCOCK ST | PORTLAND | OR | 97212 | NONE | CHARITY | GENERAL SUPPORT | $397,000 | |
| PROJECT 6 | ||||||||
| 1 NORTH CHARLES ST | BALTIMORE | MD | 212013740 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| PROMISE OF JUSTICE INITIATIVE | ||||||||
| 1024 ELYSIAN FIELDS AVE | NEW ORLEANS | LA | 70116 | NONE | CHARITY | GENERAL SUPPORT | $100,000 | |
| PROSPECTS OPPORTUNITY AND ENRICHMENT INC | ||||||||
| 25 PROSPECT ST | RIDGEFIELD | CT | 068774509 | NONE | CHARITY | GENERAL SUPPORT | $20,000 | |
| RIDGEFIELD PLAYHOUSE FOR MOVIES AND THE PERFORMING ARTS | ||||||||
| 80 E RIDGE RD | RIDGEFIELD | CT | 06877 | NONE | CHARITY | GENERAL SUPPORT | $15,000 | |
| RIGHTS BEHIND BARS | ||||||||
| 416 FLORIDA AVENUE NW 26152 | WASHINGTON | DC | 20001 | NONE | CHARITY | GENERAL SUPPORT | $200,000 | |
| SOUTHERN POVERTY LAW CENTER - TEACHING TOLERANCE | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| THE JUILLIARD SCHOOL | ||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | CHARITY | GENERAL SUPPORT | $242,000 | |
| THE POLITICAL REPORT INC | ||||||||
| 1250 CONNECTICUT AVE NW STE 700 | WASHINGTON | DC | 200362657 | NONE | CHARITY | GENERAL SUPPORT | $200,000 | |
| UNC LAW FOUNDATION INC | ||||||||
| 160 RIDGE ROAD CB 3380 | CHAPEL HILL | NC | 275993380 | NONE | CHARITY | GENERAL SUPPORT | $62,000 | |
| WOODHULL FREEDOM FOUNDATION | ||||||||
| 201 YORK ROAD SUITE 1-512 | JENKINTOWN | PA | 19046 | NONE | CHARITY | GENERAL SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,743,550 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED VARIOUS ORGANIZATIONS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | SEE ATTACHED | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $175,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $175,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $574,593 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,626,868 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $552,178 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,952,803 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $59,706,442 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,706,442 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SAX LLP | $50,100 | $25,050 | $25,050 |
| CONDON O'MEARA, MCGINTY | $22,913 | $11,457 | $11,456 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS ACCOUNT NO. 6795 | StockNm |
| EOY Book Value | $223,755,826 | EOYBookValueAmt |
| EOYFMV | $223,755,826 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $105,566,289 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $105,566,289 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCDERMOTT, WILL, & EMERY | CategoryTxt |
| Legal Fees | $6,159 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,159 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETON PARK OVERSEAS FUND LTD | $248 | $308 | $309 |
| LONE CASCADE, LP | $10,718,928 | $0 | $0 |
| WHITEHALL PARALLEL GL RE LP 01 | $7,952 | $0 | $0 |
| DIVIDEND RECEIVABLE | $492,724 | $490,587 | $490,587 |
| DUE FROM CHARINA ENDOWMENT FUND | $7,675 | $36,869 | $36,869 |
| RIGHT TO USE ASSET - LEASE | $1,316,709 | $1,080,880 | $1,080,880 |
| REDEMPTION RECEIVABLE (LONE CASCADE K-1) | $0 | $14,066,208 | $14,066,208 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED APPRECIATION FROM INVESTMENTS | $42,111,152 |
| ADJUSTMENT FOR DEFERRED FEDERAL EXCISE TAXES | $591,069 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING EXPENSE | $336,024 | $0 | $336,024 |
| INFORMATION TECHNOLOGY | $42,821 | $0 | $42,821 |
| INSURANCE | $32,672 | $0 | $32,672 |
| MISCELLANEOUS OFFICE EXPENSE | $4,952 | $0 | $4,952 |
| PAYROLL TAXES AND OTHER PR EXP | $175,642 | $158,089 | $17,553 |
| PORTFOLIO DEDUCTIONS THRU K-1S | $274,141 | $274,141 | $0 |
| RENT EXPENSE | $292,407 | $73,102 | $219,305 |
| SUBSCRIPTIONS | $54,754 | $0 | $54,754 |
| SUPPLIES | $3,740 | $0 | $3,740 |
| TRAVEL & ENTERTAINMENT | $91,708 | $0 | $91,708 |
| GENERAL & ADMINISTRATIVE | $9,737 | $0 | $9,737 |
| DIRECTORY | $1,500 | $0 | $1,500 |
| LOGO DESIGN | $29,025 | $0 | $29,025 |
| INTERIOR DESIGN | $49,095 | $0 | $49,095 |
| BANK FEES | $2 | $0 | $2 |
| INVESTMENT MANGEMENT FEES | $42,488 | $42,488 | $0 |
| COMPUTERS | $12,244 | $0 | $12,244 |
| POSTAGE | $139 | $0 | $139 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM K-1'S | $3,613 | $3,613 | $0 |
| RENTAL REAL ESTATE INCOME FROM K-1'S | $0 | $0 | $0 |
| ORDINARY INCOME FROM K-1'S | $40 | $40 | $0 |
| SECTION 1231 FROM K-1'S | $0 | $0 | $0 |
| FEDERAL TAXES PAID & DEFERRED | $399,697 | $399,697 | $0 |
| GRANTS PAID IN PREVIOUS YEARS | $0 | $0 | $0 |
| SALARY REIMBURSEMENTS FROM CEF | $145,682 | $72,841 | $0 |
| SECTION 988 INCOME/(LOSS) FROM K-1'S | $1 | $1 | $0 |
| STATE TAXES PAID & DEFERRED | $3,145 | $3,145 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR DIFFERENCE | Desc |
| Amt | $29,957 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO HORACE W. GOLDSMITH FDN | $76,437 | $75,737 |
| DEFERRED FEDERAL EXCISE TAXES | $3,353,920 | $2,762,851 |
| STATE TAXES PAYABLE | $585 | $585 |
| ACCRUED ACCOUNTING FEES | $50,000 | $50,000 |
| ACCOUNTS PAYABLE | $1,000 | $11,000 |
| DUE TO GOLDMAN SACHS | $105,000 | $90,667 |
| RIGHT TO USE - OPERATING LEASE LIABILITY | $1,375,665 | $1,277,403 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES THRU K-1'S | $7,249 | $7,249 | $0 |
| FOREIGN TAX THRU GOLDMAN SACHS | $116,634 | $116,634 | $0 |
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