RIGGIO FOUNDATION TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RIGGIO FOUNDATION TR (EIN 13-7039631)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-07-03
- IRS object ID
- 202411859349100501
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-03T07:53:06-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVENUE 38TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137039631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RIGGIO FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARIA FLOREZ TRFO LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % C/O MARIA FLOREZ | InCareOfNm |
| Business Name Control | RIGG | BusinessNameControlTxt |
| Phone | 2126333375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 FIFTH AVENUE Suite 2nd fl | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA FLOREZ | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2126333375 | PhoneNum |
| Signature | 2024-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIA | PersonFirstNm |
| Person Last | FLOREZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Hammerschmidt | PreparerPersonNm |
| PTIN | P01384178 | PTIN |
| Phone | 2128858000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $71,223,109 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $869,369 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $939,958 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $939,958 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $650,521 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $650,521 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,072,347 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,594,543 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,504 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $395,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,590,479 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $28,665 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,166 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,498 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $76,442 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,111 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $57,332 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $46,732 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,732 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $151,839 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,009 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,830 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,948,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,948,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,100,039 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,009 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,027,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,705,034 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,517,470 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,797,341 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,799,925 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,799,925 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $26,594,267 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,808,369 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,368,305 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,563,321 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,432,690 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,020,442 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $30,925,526 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,034,437 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,034,437 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $328,096 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $89,208,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,075,421 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,223,109 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $89,207,551 | RetainedEarningBOYAmt |
| Retained Earning EOY | $87,074,421 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $89,208,551 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,075,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $89,208,551 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,075,421 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $89,208,551 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,705,034 | ExcessRevenueOverExpensesAmt |
| Other Increases | $571,904 | OtherIncreasesAmt |
| Subtotal | $87,075,421 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $87,075,421 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-JPM#9006 | P | $21,457,115 | $23,309,139 | -$1,852,024 | -$1,852,024 |
| PUBLICLY TRADED SECURITIES-JPM#9006 | P | $7,172,586 | $7,379,147 | -$206,561 | -$206,561 |
| PUBLICLY TRADED SECURITIES-MS#1793 | P | $9,900,000 | $9,913,762 | -$13,762 | -$13,762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,072,347 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,093 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,093 | SubtotalAmt |
| Tax Based On Investment Income | $21,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,480 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $36,480 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,387 | OverpaymentAmt |
| Applied To ES Tax | $15,387 | 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 |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO MARIA FLOREZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126333375 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 FIFTH AVENUE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| leonard riggio | |||||||||
| C/O RIGGIO FOUNDATION | 120 FIFTH AVENUE 2ND FL | NEW YORK | NY | 10011 | trustee | 10.0 | $0 | $0 | $0 |
| louise riggio | |||||||||
| C/O Riggio Foundation | 120 Fifth Avenue 2nd FL | New York | NY | 10011 | trustee | 15.0 | $0 | $0 | $0 |
| MARIA FLOREZ | |||||||||
| C/O RIGGIO FOUNDATION | 120 FIFTH AVENUE 2ND FL | NEW YORK | NY | 10011 | CFO | 0.5 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Park Avenue 38th Floor | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Accounting Fees | ServiceTypeTxt |
| Compensation | $76,442 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $55,106,530 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,551,261 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $81,657,791 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $81,657,791 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,224,867 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,432,924 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,021,646 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,021,646 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,093 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,093 | TotalTaxAmt |
| Distributable Before Adj | $4,000,553 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,000,553 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,000,553 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,027,030 | 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 | $3,027,030 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,000,553 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,117,189 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $1,117,189 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,027,030 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $3,027,030 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $973,523 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $973,523 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $143,666 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $143,666 | ExcessDistriCyovFromYr5Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEONARD RIGGIO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROOKLYN TECH ALUMNI FOUNDATION INC | |||||||
| 29 FORT GREENE PL | BROOKLYN | NY | 11217 | NONE | PC | TO MOBILIZE TECH GRADUATES TO SUPPORT THE NATION'S PREMIER HIGH SCHOOL FOR SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS. | $1,000,000 |
| GREEN IS THE NEW BLUE | |||||||
| 526 W 26TH ST ROOM 513 | NEW YORK | NY | 10001 | NONE | PC | TO PROMOTE THE PROTECTION AND PRESERVATION OF THE ENVIRONMENT AND TO EVALUATE AND INSPIRE INDIVIDUALS PARTICIPATING IN SPORTS TO REEVALUATE THE SUBSTAINABILITY AND ECOLOGICAL FRIENDLINESS OF THEIR RESPECTIVE TEAMS AND EVENTS. | $450,000 |
| AIKEN HORSE PARK FOUNDATION | |||||||
| PO BOX 1951 | AIKEN | SC | 29802 | NONE | PC | TO PROMOTE AIKEN'S EQUESTRIAN WAY OF LIFE AND TO ENCOURAGE THE COMMUNITY'S CIVIC, EDUCATIONAL, AND CHARITABLE ENDEAVORS. | $127,000 |
| AFRICAN ENVIRONMENTAL FILM FOUNDATION | |||||||
| 116 LA PATERA DR | CAMARILLO | CA | 93010 | NONE | PC | To embody a bold vision for transforming the face of environmental education in Africa, primary through the medium of educational films. | $100,000 |
| THE BRIDGEHAMPTON CHILD CARE & RECREATION CENTER | |||||||
| PO BOX 1197 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | TO DELIVER THE HIGHEST QUALITY CHILD CARE, YOUTH AND ADULT DEVELOPMENT SERVICES TO THE COMMUNITY'S CHILDREN AND FAMILIES. WE OFFER EDUCATIONAL AND ENRICHMENT PROGRAMS FOR OUR AFTER-SCHOOL AND SUMMER CAMP CHILDREN. | $50,000 |
| HAMPTON CLASSIC HORSE SHOW INC | |||||||
| 240 SNAKE HOLLOW RD | BRIDGEHAMPTON | NY | 11932 | NONE | PC | A PREMIER DESTINATION FOR HORSE, PEOPLE, AND A MUCH ANTICIPATED STOP ON THE SUMMER TOUR FOR COMPETITORS. | $40,000 |
| FRACTURED ATLAS INC | |||||||
| 248 W 35TH ST | NEW YORK | NY | 10001 | NONE | PC | FOSTER AGILE AND RESILENT CULTURAL ECOSYSTEM IN THE ARTS. | $27,000 |
| SURFRIDER FOUNDATION | |||||||
| 942 CALLE NEGOCIO STE 350 | SAN CLEMENTE | CA | 92673 | NONE | PC | TO PROTECT AND ENJOY THE WORLD'S OCEANS, WAVES AND BEACHES, FOR ALL PEOPLE, THROUGH A POWERFUL ACTIVIST NETWORK. | $25,000 |
| EXPLORING THE ARTS INC | |||||||
| 34-12 36TH ST STE 2-100 | ASTORIA | NY | 11106 | NONE | PC | TO TRANSFORM THE LIVES OF YOUNG PEOPLE THROUGH ARTS EDUCATION. | $25,000 |
| SOCRATES SCULPTURE PARK INC | |||||||
| PO BOX 6259 | LONG ISLAND | NY | 11106 | NONE | PC | SUPPORTING ARTISTS IN THE PRODUCTION AND PRESENTATION OF PUBLIC ART. | $20,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | PC | to collect, preverse, interpret, and exhibit American Art, and its collection, arguably the finest holdings of twentieth-century American art in the world. | $20,000 |
| Inner-City Scholarship Fund (Be a Students Friend) | |||||||
| 1011 FIRST AVENUE suite 1800 | NEW YORK | NY | 10022 | NONE | PC | TO MATCH SPONSORS WILLING TO PROVIDE FINANCIAL ASSISTANCE TO INNER-CITY CATHOLIC SCHOOL STUDENTS. | $15,600 |
| LEWA WILDLIFE CONSERVANCY | |||||||
| PO BOX 4449 | NEW YORK | NY | 10163 | NONE | PC | TO SUPPORT OF UPLIFTING COMMUNITIES AND PROTECTING VULNERABLE WILDLIFE AND TREASURED LANDSCAPES. | $15,000 |
| Backstretch Employee Service Team of New york inc | |||||||
| 2150 Hempstead Turnpike Gate 6 Co | Elmont | NY | 11003 | NONE | PC | To provide health and wellness services to the Backstretch workers at thoroughbred racetracks. | $15,000 |
| The New York City Riding Academy | |||||||
| PO Box 690517 | East Elmhurst | NY | 11369 | NONE | PC | To teach students how to ride horses from beginners to dressage training. Also coaching children participating in the New York State Special Olympics. | $15,000 |
| MARA ELEPHANT PROJECT USA INC | |||||||
| 4000 W 106TH ST STE 125-238 | CARMEL | IN | 46032 | NONE | PC | TO PROTECT ELEPHANTS AND THEIR HABITATS ACROSS THE GREATER MARA ECOSYTEM. | $10,000 |
| HAYGROUND SCHOOL and Camp | |||||||
| 151 Mitchell Lane PO Box 1827 | Bridgehampton | NY | 11932 | NONE | PC | To continue to work at fulfilling our promise of generating opportunities for East end children and their mentors to do things they love and discover new passions on a safe, structured environment. | $10,000 |
| WOODSTOCK FARM ANIMAL SANCTUARY | |||||||
| 2 RESCUE Road | HIGH FALLS | NY | 12440 | NONE | PC | To envision a peaceful world rooted in respect and justice for all living beings. | $10,000 |
| OMEGA HORSE RESCUE and Rehabilitation Center Inc | |||||||
| 8272 WOODBINE ROAD | Airville | PA | 17302 | NONE | PC | TO EDUCATE OWNERS, LEGISLATE HUMANE TREATMENT-EQUINES. | $7,500 |
| WILDLIFE RESCUE CENTER | |||||||
| 228 W MONTAUK Highway | HAMPTON BAYS | NY | 11946 | NONE | PC | TO PROTECT, RESCUE, AND REHABILITATE WILDFILE AND HELP WILDLIFE THRIVE. | $6,500 |
| POLAR BEARS INTERNATIONAL | |||||||
| PO Box 3008 | Bozeman | MT | 59772 | NONE | PC | TO CONSERVE POLAR BEARS AND THE SEA ICE THEY DEPEND ON AND TO INSPIRE PEOPLE TO CARE ABOUT THE ARCTIC, THE THREATS TO ITS FUTURE, AND THE CONNECTION OF THIS FRAGILE ECOSYSTEM TO OUR GLOBAL CLIMATE. | $5,000 |
| CARIDAD CENTER | |||||||
| 8645 W BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | NONE | PC | TO UPGRADE THE HEALTH, EDUCATION AND LIVING STANDARDS. | $5,000 |
| LIVING WITH WOLVES | |||||||
| PO BOX 896 | SUN VALLEY | ID | 83353 | NONE | PC | To engage the public worldwide in education, outreach and research to promote truth and understanding about wolves, while encouraging coexistence and inspiring people to take action to protect them. | $5,000 |
| SPECIAL OLYMPICS New York Inc | |||||||
| 211 E 43rd Street 802 | New York | NY | 10017 | NONE | PC | To provide year-round sports training and athletic competition in a variety of Olympic type sports for Children and adults with intellectual disabilities, giving them continuing opportunities to develop physical fitness, demonstrate courage, experience joy and participate in a sharing of gifts, skills and friendship with their families, other Special Olympics athletes and the community. | $5,000 |
| SOUTH FLORIDA HUNTER JUMPER ASSOCIATION | |||||||
| 1440 CORAL RIDGE Drive 191 | CORAL SPRINGS | FL | 33071 | NONE | PC | TO ENCOURAGE GOOD HORSEMANSHIP AND SPORTSMANSHIP; TO FURTHER THE EDUCATION OF THE MEMBERSHIP IN ACQUISITION OF SKILLS AND THE PURSUIT OF KNOWLEDGE OF ALL THINGS PERTAINING TO HUNTING AND JUMPING HORSES; TO CONDUCT HORSE SHOWS FOR THE PURPOSE OF RAISING FUNDS FOR CHARITABLE ORGANIZATION AND purposes. | $5,000 |
| THE FUND FOR PARK AVENUE New York Inc | |||||||
| 445 PARK Avenue 9th Floor | NEW YORK | NY | 10022 | NONE | PC | PLANTING AND MAINTAINING THE TREES AND FLOWERS ON PARK AVENUE. | $5,000 |
| OCEAN CONVERVANCY | |||||||
| 1300 19TH ST NW 8th Floor | WASHINGTON | DC | 20036 | NONE | PC | HELPS FORMULATE OCEAN POLICY AT THE FEDERAL AND STATE GOVERNMENT LEVELS BASED ON PEER REVIEWED SCIENCE. | $5,000 |
| EQUESTRIAN AID FOUNDATION | |||||||
| 11924 WEST FOREST HILL BLVD | NEW YORK | NY | 10011 | NONE | PC | PROVIDE FINANCIAL ASSISTANCE FOR EQUESTRIAN COMMUNITY. | $4,400 |
| NEW VOCATIONS RACEHORSE ADOPTION PROGRAM | |||||||
| 719 DOLAN LANE | LEXINGTON | KY | 40511 | NONE | PC | OFFERING HORSES A SECURE PLEASANT RETIREMENT. | $3,500 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY Drive | TRIANGLE | VA | 22172 | NONE | PC | TO COLLECT NEW UNWRAPPED TOYS AND DISTRIBUTE THOSE TOYS TO LESS FORTUNATE CHILDREN AT CHRISTMAS. | $3,000 |
| HEART OF THE HAMPTONS | |||||||
| 168 HILL ST | SOUTHAMPTON | NY | 11968 | NONE | PC | HELPS THE PEOPLE IN OUR LOCAL COMMUNITY WHO ARE IN NEED, WITHOUT DISCRIMINATION, IN A DIGNIFIED MANNER. | $2,500 |
| ARBOR DAY FOUNDATION | |||||||
| 211 N 12TH ST | LINCOLN | NE | 68508 | NONE | PC | TO INSPIRE PEOPLE TO PLANT, NURTURE, AND CELEBRATE TREES PLANT TREES. | $2,500 |
| National Czech & Slovak Museum & Library | |||||||
| 1400 Inspiration Place SW | CEDAR RAPIDS | IA | 52404 | NONE | PC | To engage the global community with unique Czech, Slovak, and American stories to inspire individuals with universal themes of culture, freedom, democracy, and immigration. | $2,000 |
| KENTUCKY HORSE PARK FOUNDATION | |||||||
| 4075 IRON WORKS PKWY | LEXINGTON | KY | 40511 | NONE | PC | SERVE AS WORLD'S LEADING EQUESTRIAN DESTINATION AS A WORKING HORSE FARM, A WORLD-RENOWNED CENTER FOR SHOW AND COMPETITION, AND AN INTERNATIONAL CENTER FOR EQUINE EDUCATION. | $1,500 |
| THE BOWERY MISSION | |||||||
| 227 BOWERY | NEW YORK | NY | 10002 | NONE | PC | TO PROMOTE THE FLOURISHING OF NEW YORKERS OVERCOMING HOMELESSNESS AND MARGINALIZATION BY PROVIDING COMPASSIONATE SERVICES AND TRANSFORMATIVE COMMUNITY. | $1,500 |
| HEART EQUINE AMBULANCE | |||||||
| 179 ACORN HILL Drive | MADISON | VA | 22727 | NONE | PC | To provide and promote THE HIGHEST STANDARDS OF CARE FOR EQUINE ATHLETES and to provide state of the art emergency transportation services for injured or ill horses. | $1,000 |
| THE BRIDGEHAMPTON VILLAGE IMPROVEMENT SOCIETY INC | |||||||
| PO BOX 872 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | TO FOCUS ON PLANTING AND MAINTENACE OF TREES IN BRIDGEHAMPTON. | $1,000 |
| BRIDGEHAMPTON FIRE DEPARTMENT | |||||||
| PO BOX 1280 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | TO PRESERVE, PROTECT LIFE, AND PROPERTY AND PROMOTE FIRE SAFETY. | $950 |
| NORTH SEA FIRE DEPARTMENT | |||||||
| 149 Noyack Rd | SOUTHAMPTON | NY | 11968 | NONE | PC | TO SERVE AND PROTECT THE CITIZENS OF THE NORTH SEA FIRE DISTRICT. | $500 |
| SOUTHAMPTON VOLUNTEER AMBULANCE | |||||||
| PO BOX 2760 | SOUTHAMPTON | NY | 11969 | NONE | PC | To help our volunteers provide the best possible pre-hospital emergency care for our community. | $250 |
| OMEGA HORSE RESCUE AND REHABILITATION CENTER INC | |||||||
| 8272 WOODBINE ROAD | AIRVILLE | PA | 17302 | NONE | PC | TO EDUCATE OWNERS, LEGISLATE HUMANE TREATMENT-EQUINES. DESCRIPTION OF THE CONTRIBUTED PROPERTY: TRACT OF LAND WITH THE BUILDINGS ERECTED BOOK VALUE OF THE CONTRIBUTED PROPERTY: $328,096 METHOD USED TO DETERMINE THE BOOK VALUE: PURCHASE PRICE FAIR MARKET VALUE: $900,000 METHOD USED TO DETERMINE THE FAIR MARKET VALUE: QUALIFIED APPRAISAL DATE OF THE GIFT: 06/15/2023 | $900,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,948,200 | 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 | $939,958 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $650,521 | 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 | -$2,072,347 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | $7,504 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$474,364 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$474,364 | 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 |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | N/A | OrganizationTypeDesc |
| Relationship Description | N/A | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LEONARD RIGGIO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $869,369 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 582,010 shares Barnes and Noble Education, Inc. | NoncashPropertyDesc |
| Fair Market Value | $869,369 | FairMarketValueAmt |
| Received | 2022-11-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $76,442 | Amt |
| Net Investment Income | $19,111 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $57,332 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BARNES & NOBLE, EDUCATION INC | StockNm |
| EOY Book Value | $18,432,690 | EOYBookValueAmt |
| EOYFMV | $3,020,442 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $16,808,369 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $16,368,305 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Book Value | $10,034,437 | BookValueAmt |
| EOYFMV | $10,034,437 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,665 | LegalFeesAmt |
| Net Investment Income | $7,166 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,498 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGGIO FOUND. HORSE RESCUE LLC | Desc |
| BOY Book Value | $328,096 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $46,732 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $46,732 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $7,504 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT FOR DIFFERENCE BETWEEN | $0 |
| FMV AND COST BASIS OF DONATED PROPERTY | $0 |
| TO OMEGA HORSE RESCUE & REHABILITATION | $0 |
| CENTER INC. AS REPORTED IN PART XIV | $571,904 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
Comments