CREDIT SUISSE AMERICAS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CREDIT SUISSE AMERICAS FOUNDATION (EIN 90-0647568)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-23
IRS object ID
202402369349100005
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-23T09:17:19-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 SOUTH SIXTH STREETAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN900647568EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CREDIT SUISSE AMERICAS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCREDBusinessNameControlTxt
Phone2123255260PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111 MADISON AVENUE FLOOR 8AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLIZA GREENPersonNm
Person TitleEXEC DIR & SECRETARYPersonTitleTxt
Phone2123252460PhoneNum
Signature2024-08-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTINA RASMUSSENPreparerPersonNm
PTINP00143920PTIN
Phone6123974000PhoneNum
Preparation2024-08-08PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,032,500FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,472,669ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$23,738DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,738DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,496,407TotalRevAndExpnssAmt
Total Net Invst Incm$23,738TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,793LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,396LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$1,397LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$26,053AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$13,026AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$36,528OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,858OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$26,670OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$265TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15,748OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$15,748OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$81,387TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,280TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$44,065TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,775,610ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,557,122ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,856,997TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,280TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$5,601,187TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,360,590ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,719,345CashBOYAmt
Cash EOY$862,278CashEOYAmt
Cash EOYFMV$862,278CashEOYFMVAmt
Acct Rcvbl$10,528AcctRcvblAmt
Acct Rcvbl BOY$29,992AcctRcvblBOYAmt
Acct Rcvbl EOY$10,528AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$10,528AcctRcvblEOYFMVAmt
Other Investments BOY$303,403OtherInvestmentsBOYAmt
Other Investments EOY$159,694OtherInvestmentsEOYAmt
Other Investments EOYFMV$159,694OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,052,740TotalAssetsBOYAmt
Total Assets EOY$1,032,500TotalAssetsEOYAmt
Total Assets EOYFMV$1,032,500TotalAssetsEOYFMVAmt
Accounts Payable BOY$38,700AccountsPayableBOYAmt
Accounts Payable EOY$64,753AccountsPayableEOYAmt
Grants Payable BOY$1,781,535GrantsPayableBOYAmt
Grants Payable EOY-$185,654GrantsPayableEOYAmt
Other Liabilities BOY$10,500OtherLiabilitiesBOYAmt
Other Liabilities EOY$601OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,830,735TotalLiabilitiesBOYAmt
Total Liabilities EOY-$120,300TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,222,005NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,152,800NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,222,005TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,152,800TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,052,740TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,032,500TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,222,005TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,360,590ExcessRevenueOverExpensesAmt
Other Increases$330,476OtherIncreasesAmt
Subtotal$1,191,891SubtotalAmt
Other Decreases$39,091OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,152,800TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,528EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,528TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$10,528OverpaymentAmt
Applied To ES Tax$10,528AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLIZA GREENIndividualWithBooksNm
Phone2123252460PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111 MADISON AVENUE FLOOR 8AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
APARNA RAMABHADRAN
7033 LOUIS STEPHENS DRIVEMORRISVILLENC27560CHIEF ACCOUNTING OFFICER0.10$0$0$0
KEVIN WALKER
6933 LOUIS STEPHENS DRIVEMORRISVILLENC27560DIRECTOR0.10$0$0$0
DAVID MILLER
11 MADISON AVENUE 11TH FLOORNEW YORKNY10010CHAIR0.10$0$0$0
LIZA GREEN
11 MADISON AVENUE 11TH FLOORNEW YORKNY10010EXECUTIVE DIRECTOR & SECRETARY40.00$0$0$0
AMY CLACK
650 CALIFORNIA STREETSAN FRANCISCOCA94108DIRECTOR0.10$0$0$0
DOUG CROFTON
11 MADISON AVENUE 11TH FLOORNEW YORKNY10010DIRECTOR0.10$0$0$0
JILL FORD
11 MADISON AVENUE 11TH FLOORNEW YORKNY10010DIRECTOR0.10$0$0$0
ELAINE SAM
11 MADISON AVENUE 11TH FLOORNEW TORKNY10010DIRECTOR0.10$0$0$0
BRIJESH SOLANKI
6933 LOUIS STEPHENS DRIVEMORRISVILLENC27560DIRECTOR0.10$0$0$0
WARREN YOUNG
11 MADISON AVENUE 11TH FLOORNEW YORKNY10010DIRECTOR0.10$0$0$0
DARREN MALCOLM
11 MADISON AVENUE 11TH FLOORNEW YORKNY10010DIRECTOR0.10$0$0$0
STEPHANIE SZE
11 MADISON AVENUE 11TH FLOORNEW YORKNY10010DIRECTOR0.10$0$0$0
YUMI FROST
11 MADISON AVENUE 11TH FLOORNEW YORKNY10010ASSISTANT SECRETARY0.10$0$0$0
TAMBRA KING
11 MADISON AVENUE 11TH FLOORNEW YORKNY10010ASSISTANT SECRETARY0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,420,455AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$231,548FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,652,003TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,652,003AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,780CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,612,223NetVlNoncharitableAssetsAmt
Minimum Investment Return$130,611MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$130,611MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$130,611DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$130,611DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$130,611DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,601,187ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,601,187QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$130,611DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,658,840ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,591,744ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,792,411ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,797,992ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,321,781ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$27,162,768TotalExcessDistributionCyovAmt
Qualifying Distributions$5,601,187QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$130,611AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,470,576RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$32,633,344TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,658,840ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$26,974,504ExcessDistriCyovToNextYrAmt
Excess From Year4$5,591,744ExcessFromYear4Amt
Excess From Year3$5,792,411ExcessFromYear3Amt
Excess From Year2$5,797,992ExcessFromYear2Amt
Excess From Year1$4,321,781ExcessFromYear1Amt
Excess From Current Year$5,470,576ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLIZA GREENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111 MADISON AVENUE FLOOR 8AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2123252460RecipientPhoneNum
Form And Info And MaterialsWRITTEN PROPOSAL ACCOMPANIED BY IRS DETERMINATION LETTER OF EXEMPT STATUSFormAndInfoAndMaterialsTxt
Submission DeadlinesFEBRUARY 15 & AUGUST 15SubmissionDeadlinesTxt
Restrictions On AwardsNO SUPPORT FOR INDIVIDUALS, DINNERS, MEDICAL RESEARCH, ENDOWMENTS, CAPITAL CAMPAIGNS, POLITICAL CAUSES, SPONSORSHIPS, & RELIGIOUS, CIVIC & FRATERNAL ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (144 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN CANCER SOCIETY
132 W 32ND STNEW YORKNY10001PCGENERAL OPERATING$61,169
ANSWER THE CALL
156 W 56 ST SUITE 901NEW YORKNY10019PCGENERAL OPERATING$8,615
BIG BROTHERS BIG SISTERS OF THE TRIANGLE
808 AVIATION PARKWAY SUITE 900MORRISVILLENC27560PCGENERAL OPERATING$1,635
THE CAMPAIGN AGAINST HUNGER
2010 FULTON STREET BROOKLYNNEW YORKNY11233PCGENERAL OPERATING$5,650
COMPASS FAMILY SERVICES
37 GROVE STREETSAN FRANCISCOCA94102PCGENERAL OPERATING$1,845
COVENANT HOUSE
5 PENN PLAZANEW YORKNY10001PCGENERAL OPERATING$5,150
COVENANT HOUSE NEW JERSEY
330 WASHINGTON STREETNEWARKNJ08731PCGENERAL OPERATING$14,109
EDUCATION THROUGH MUSIC
122 EAST 42ND STREET SUITE 1622NEW YORKNY10168PCGENERAL OPERATING$3,215
FRANKIE LEMMON SCHOOL & DEVELOPMENTAL CENTER
3101 POPLARWOOD CT SUITE 100RALEIGHNC27604PCGENERAL OPERATING$2,185
GIRLS WITH IMPACT
15 E PUTNAM AVE 276GREENWICHCT06830PCGENERAL OPERATING$6,460
GOLF CANADA FOUNDATION USA INC
1321 UPLAND DR PMB 2550HOUSTONTX77043PCGENERAL OPERATING$95,404
LEUKEMIA AND LYMPHOMA SOCIETY
3 INTERNATIONAL DR STE 200RYE BROOKNY105737501PCGENERAL OPERATING$9,966
LGBTQ CENTER OF DURHAM
112 W MAIN ST FL 2DURHAMNC27701PCGENERAL OPERATING$4,520
MAKE-A-WISH FOUNDATION OF CENTRAL AND WESTERN NORTH CAROLINA
217 E TREMONT AVENUECHARLOTTENC28203PCGENERAL OPERATING$3,920
MARBLES KIDS MUSEUM
201 EAST HARGETT STREETRALEIGHNC27601PCGENERAL OPERATING$1,225
MD ANDERSON CANCER CENTER THYROID CANCER RESEARCH PROGRAM
UT MD ANDERSON CANCER CENTER PO BOXHOUSTONTX772104486PCGENERAL OPERATING$14,2654486
MERCER STREET FRIENDS FOOD BANK
7 DUNMORE AVEEWINGNJ08618PCGENERAL OPERATING$2,140
THE MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH
111 WEST 33RD STREET 10TH FLNEW YORKNY10120PCGENERAL OPERATING$9,300
PAN MASSACHUSETTS CHALLENGE
77 FOURTH AVENUENEEDHAMMA02494PCGENERAL OPERATING$1,040
PETS ARE WONDERFUL SUPPORT (PAWS NY)
134 W 29TH STREET SUITE 802NYCNY10001PCGENERAL OPERATING$16,885
QUEENS COMMUNITY HOUSE
108-25 62ND DRIVEFOREST HILLSNY11375PCGENERAL OPERATING$4,460
RONALD MCDONALD HOUSE NEW YORK
405 EAST 73RD STREETNEW YORKNY10021PCGENERAL OPERATING$6,095
SAFE HAVEN FOR CATS
8431 GARVEY DRIVE SUITE 137RALEIGHNC27616PCGENERAL OPERATING$3,010
SANCTUARY FOR FAMILIES
PO BOX 1406 WALL STREET STATIONNEW YORKNY102681406PCGENERAL OPERATING$5,298
ST MARYS HEALTHCARE SYSTEM FOR CHILDREN
29-01 216TH STREETBAYSIDENY11360PCGENERAL OPERATING$4,995
WOMENS WORLD BANKING
22 EAST 42ND STREET 42ND FLOORNEW YORKNY10168PCGENERAL OPERATING$2,370
WORKING IN THE SCHOOLS
641 W LAKE ST STE 200CHICAGOIL606611308PCWORKPLACE MENTORING PROGRAM$27,700
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375ALEXANDRIAVA223142848PCGENERAL OPERATING$316,751
HABITAT FOR HUMANITY OF WAKE COUNTY
2420 N RALEIGH BLVDRALEIGHNC276042235PCGENERAL OPERATING$1,000
PHILANTHROPY NEW YORK
320 E 43RD STNEW YORKNY100174801PCGENERAL OPERATING$11,800
CORPORATE VOLUNTEERS OF NEW YORK
132 E 43RD ST 712NEW YORKNY100174019PCGENERAL OPERATING$500
BIG BROTHERS BIG SISTERS OF NEW YORK CITY
40 RECTOR ST 11TH FLOORNEW YORKNY100061725PCGENERAL OPERATING$38,980
CITY HARVEST INC
6 EAST 32ND STREET 5TH FLOORNEW YORKNY100165415PCGENERAL OPERATING$250,610
FOOD BANK OF CENTRAL AND EASTERN NORTH CAROLINA
1924 CAPITAL BLVDRALEIGHNC276042147PCGENERAL OPERATING$109,715
GOOD FOUNDATION
306 W 37TH STREET 8TH FLOORNEW YORKNY100182488PCGENERAL OPERATING$91,635
HABITAT FOR HUMANITY INTERNATIONAL
285 PEACHTREE CTR AVE NE STE 2700ATLANTAGA303031220PCGENERAL OPERATING$114,000
HENRY STREET SETTLEMENT
265 HENRY STNEW YORKNY100024808PCGENERAL OPERATING$150,000
MADISON SQUARE PARK CONSERVANCY
ELEVEN MADISON AVENUE NO 15FLNEW YORKNY100103643PCGENERAL OPERATING$94,335
NEW YORK CARES
65 BROADWAY 19TH FLOORNEW YORKNY100062513PCGENERAL OPERATING$225,000
RONALD MCDONALD HOUSE OF DURHAM
506 ALEXANDER AVEDURHAMNC277054760PCGENERAL OPERATING$73,705
SPECIAL OLYMPICS NORTH CAROLINA
2200 GATEWAY CENTRE BLVD STE 201MORRISVILLENC275609122PCGENERAL OPERATING$77,710
TRIANGLE LAND CONSERVANCY
514 S DUKE STDURHAMNC27701PCGENERAL OPERATING$53,305
FIDELITY CHARITABLE GIFT FUND
200 SEAPORT BOULEVARD MAIL ZONEBOSTONMA02210PCGENERAL OPERATING$136,648NCW4B
NEW ROCHELLE PUBLIC LIBRARY FOUNDATION
ONE LIBRARY PLAZA ADMIN OFFICE 3RDNEW ROCHELLENY10801PCGENERAL OPERATING$710FLOOR
OWNERSHIP WORKS
52 W 11TH STNEW YORKNY100118778PCLAUNCH AND OPERATIONS OF OWNERSHIP WORKS$400,000
BRAVEN INC
100 N LA SALLE ST STE 310CHICAGOIL606022406PCGENERAL OPERATING$458,414
CAREERWISE NEW YORK
383 MADISON AVENEW YORKNY100173217PCGENERAL OPERATING$630,000
KIPP FOUNDATION
135 MAIN ST STE 1SAN FRANCISCOCA941051955PCGENERAL OPERATING$720,000
MYFUTURENC
301 N WILMINGTON STREETRALEIGHNC27601PCGENERAL OPERATING$180,000
WAKE TECHNICAL COMMUNITY COLLEGE FOUNDATION
9101 FAYETTEVILLE RDRALEIGHNC276035655PCGENERAL OPERATING$250,000
YEAR UP INC
45 MILK STREET 9TH FLOORBOSTONMA02109PCGENERAL OPERATING$362,055
FOUNDATION FOR BRAIN SCIENCE AND IMMUNOLOGY INC
117 EASTBEND CTMOORESVILLENC281174373PCGENERAL OPERATING$5,000
ART OMI INC
1405 COUNTY ROUTE 22GHENTNY120753809PCGENERAL OPERATING$2,500
UNSCRIPTED PROJECT
3720 SPRUCE ST STE 404PHILADELPHIAPA19104PCGENERAL OPERATING$11,000
GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY INC
25 ELM PLACE 3RD FLOORBROOKLYNNY11201PCGENERAL OPERATING$10,000
COVENANT HOUSE NEW JERSEY INC
330 WASHINGTON STNEWARKNJ071022630PCGENERAL OPERATING$2,750
GRAND STREET SETTLEMENT INC
80 PITT STNEW YORKNY100023516PCGENERAL OPERATING$5,500
THE INSTITUTE FOR CHILDREN WITH CANCER AND BLOOD DISORDERS A NON-
121 SOMERSET STNEW BRUNSWICKNJ089011945PCGENERAL OPERATING$2,250
CENTER FOR SUPPORTIVE SCHOOLS INC
911 COMMONS WAYPRINCETONNJ085401531PCGENERAL OPERATING$2,580
ISSUE PROJECT ROOM INCORPORATED
140 2ND AVE STE 503NEW YORKNY100038385PCGENERAL OPERATING$2,500
CAROLINA TIGER RESCUE
1940 HANKS CHAPEL RDPITTSBORONC273129794PCGENERAL OPERATING$3,700
DURHAM BICYCLE COOPERATIVE
PO BOX 1225DURHAMNC277021225PCGENERAL OPERATING$500
ST CECILIA CLUB INC
PO BOX 421 FDR STATIONNEW YORKNY101500421PCGENERAL OPERATING$1,000
FIRST NORTH CAROLINA
PO BOX 5715GREENSBORONC27435PCGENERAL OPERATING$2,500
NEW YORK SCORES
520 8TH AVE RM 201CNEW YORKNY100188964PCGENERAL OPERATING$10,000
APEX FOR YOUTH INC
195 CHRYSTIE STREET 200NEW YORKNY10002PCGENERAL OPERATING$10,000
NORTH CAROLINA SCHOOL OF SCIENCE & MATHEMATICS FOUNDATION
1219 BROAD STDURHAMNC277053577PCGENERAL OPERATING$2,500
DUKE CHILDREN'S
300 W MORGAN STREET SUITE 1200DURHAMNC27701PCGENERAL OPERATING$2,500
DESIGNED FOR JOY
517 W CABARRUS ST SUITE ARALEIGHNC276032087PCGENERAL OPERATING$7,500
EPILEPSY FOUNDATION OF AMERICA
3540 CRAIN HWY STE 675BOWIEMD207161303PCGENERAL OPERATING$5,000
NORTH CAROLINA FOR COMMUNITY AND JUSTICE
713 NORTH GREENE STREETGREENSBORONC27401PCGENERAL OPERATING$2,500
PS 33 CHELSEA PREP
281 9TH AVENEW YORKNY10001PCGENERAL OPERATING$5,000
ARTHRITIS FOUNDATION - RALEIGH CHAPTER- JBR
8227 BRETTON WOODS DRIVEMINT HILLNC28227PCGENERAL OPERATING$10,000
GANDHIAN SOCIETY INC
1412 OAK TREE RDISELINNJ088301626PCGENERAL OPERATING$5,000
GIRL SCOUTS NORTH CAROLINA COASTAL PINES INC
6901 PINECREST RDRALEIGHNC276134538PCGENERAL OPERATING$3,500
TRIANGLE UNITED TELUGU ASSOCIATION
317 AMBERMORECARYNC27519PCGENERAL OPERATING$10,000
GOOD SPORTS INC
1515 WASHINGTON STREET 300BRAINTREEMA021847537PCGENERAL OPERATING$5,000
THE CAMPAIGN AGAINST HUNGER INC
2010 FULTON STBROOKLYNNY112333106PCGENERAL OPERATING$5,000
JOB PATH INC
256 WEST 38TH ST 2ND FLOORNEW YORKNY100189130PCGENERAL OPERATING$10,000
PROVIDENCE HOUSE INC
703 LEXINGTON AVEBROOKLYNNY112212206PCGENERAL OPERATING$11,397
NCIAP MEDICAL CARE INC
5720 CREEDMOOR ROADRALEIGHNC276122256PCGENERAL OPERATING$2,500
SHEPHERDS TABLE SOUP KITCHEN INC
121 HILLSBOROUGH STRALEIGHNC276031762PCGENERAL OPERATING$5,000
MEROLA OPERA PROGRAM
601 VAN NESS AVE STE SSAN FRANCISCOCA941023249PCGENERAL OPERATING$2,500
GIVING ALTERNATIVE LEARNERS UPLIFTING OPPORTUNITIES INC
540 PRESIDENT STREET - 3RD FLOORBROOKLYNNY112151493PCGENERAL OPERATING$5,000
AMERICAN CANCER SOCIETY INC
PO BOX 11796CHARLOTTENC28220PCGENERAL OPERATING$7,500
US VETERANS CORPS USVC UNITED STATES VETERANS CORPS
1100 SOUTH SAUNDERS STREETRALEIGHNC27603PCGENERAL OPERATING$5,000
QUEENS COMMUNITY HOUSE INC
10825 62ND DRFOREST HILLSNY113751217PCGENERAL OPERATING$7,500
TOBACCO ROAD MARATHON
6100 CRESCENT KNOLL DRRALEIGHNC276148954PCGENERAL OPERATING$15,000
GIVE ME SHELTER PROJECT
4748 196TH STFLUSHINGNY113583935PCGENERAL OPERATING$17,500
OAK CITY CARES INC
1430 S WILMINGTON STRALEIGHNC276032526PCGENERAL OPERATING$2,500
THE CURE STARTS NOW INC
10280 CHESTER RDCINCINNATIOH452151200PCGENERAL OPERATING$10,000
LEBANESE EDUCATIONAL CENTER
241 HORIZON DRRALEIGHNC276154923PCGENERAL OPERATING$8,000
SENIOR LIVING OPTIONS INC
424 E 147TH STBRONXNY104554104PCGENERAL OPERATING$500
CARYING PLACE INCORPORATED
PO BOX 622CARYNC275120622PCGENERAL OPERATING$5,000
NOTE IN THE POCKET INC
9650 STRICKLAND SUITE 103168RALEIGHNC27615PCGENERAL OPERATING$7,758
CARING HOUSE INC
2625 PICKETT RDDURHAMNC277055608PCGENERAL OPERATING$5,000
BLOOMAGAINBKLYN
495 HENRY ST SUITE 255BROOKLYNNY112315246PCGENERAL OPERATING$7,500
LEELA FOUNDATION INC
105 GREYMIST LNCARYNC275188966PCGENERAL OPERATING$2,500
THEATREWORKS USA CORPORATION
158 WEST 29TH ST 5TH FLNEW YORKNY10001PCGENERAL OPERATING$5,000
GABIS GROUNDS COFFEE SHOP
6404 NORTHWYCK PLRALEIGHNC276093513PCGENERAL OPERATING$7,500
HOUSING WORKS INC
57 WILLOUGHBY ST FL 2BROOKLYNNY112015290PCGENERAL OPERATING$5,000
GODS LOVE WE DELIVER INC
166 AVENUE OF THE AMERICASNEW YORKNY100131207PCGENERAL OPERATING$500
DARE DEVILS
51 DIVAN WAYWAYNENJ074705228PCGENERAL OPERATING$500
DEMENTIA ALLIANCE OF NORTH CAROLINA
9131 ANSON WAYRALIEGHNC27615PCGENERAL OPERATING$2,500
PAN-MASSACHUSETTS CHALLENGE INC
77 4TH AVENEEDHAMMA024942704PCGENERAL OPERATING$500
DAY ONE NEW YORK INC
PO BOX 3220NEW YORKNY100083220PCGENERAL OPERATING$7,500
PANCREATIC CANCER ACTION NETWORK INC
1500 ROSECRANS AVE STE 200MANHATTAN BCHCA902663721PCGENERAL OPERATING$7,500
CARRY THE LOAD
4809 COLE AVE SUITE 255DALLASTX75205PCGENERAL OPERATING$10,565
EAST SIDE HOUSE INC
337 ALEXANDER AVEBRONXNY104541108PCGENERAL OPERATING$1,000
TAMMY LYNN MEMORIAL FOUNDATION INC
739 CHAPPELL DRRALEIGHNC276063215PCGENERAL OPERATING$5,000
HUGH OBRIAN YOUTH LEADERSHIP
502 EAST MAIN STREETLAKELANDFL33801PCGENERAL OPERATING$2,250
NATIONAL ALLIANCE ON MENTAL ILLNESS OF NEW YORK CITY METRO
307 W 38TH STREET 8TH FLOORNEW YORKNY100184541PCGENERAL OPERATING$2,500
SAVE INDIAN FARMERS
137 COURTS LNLITTLE ROCKAR722239018PCGENERAL OPERATING$3,000
CYSTIC FIBROSIS FOUNDATION
7101 CREEDMOOR RD STE 130RALEIGHNC276131684PCGENERAL OPERATING$5,000
HEIGHTS AND HILLS INC
81 WILLOUGHBY ST SUITE 302NEW YORKNY11201PCGENERAL OPERATING$3,000
CULTURE FOR ONE INC
380 LEXINGTON AVE SUITE 435NEW YORKNY10168PCGENERAL OPERATING$464
HOLT BROTHERS FOUNDATION INC
421 FAYETTEVILLE ST STE 1300RALEIGHNC276011794PCGENERAL OPERATING$7,500
PS033M CHELSEA PREP PTA INC
281 9TH AVENEW YORKNY10001PCGENERAL OPERATING$2,500
WAKEMED FOUNDATION
3000 NEW BERN AVENUERALEIGHNC27610PCGENERAL OPERATING$5,000
GIRLS INCORPORATED OF NEW YORK CITY
25 BROADWAY 12TH FLOORNEW YORKNY100041010PCGENERAL OPERATING$3,000
HUDSON RIVER MUSEUM OF WESTCHESTER
511 WARBURTON AVEYONKERSNY107011801PCGENERAL OPERATING$3,000
ARI OF CONNECTICUT INC
174 RICHMOND HILL AVESTAMFORDCT069025654PCGENERAL OPERATING$459
ANURAAG FOUNDATION
155 PRESIDENTS WALK LNCARYNC27519PCGENERAL OPERATING$10,000
PLAYWORKS EDUCATION ENERGIZED
1423 BROADWAY PMB 161OAKLANDCA94612PCGENERAL OPERATING$7,500
SECOND CHANCE PET ADOPTIONS INC
6003 CHAPEL HILL RD STE 133RALEIGHNC276075153PCGENERAL OPERATING$7,500
MUDDY PAWS RESCUE
821 NINTH AVE FRNTNEW YORKNY10019PCGENERAL OPERATING$950
STOP SOLDIER SUICIDE
600 PARK OFFICES DR SUITE 115DURHAMNC277091009PCGENERAL OPERATING$15,000
MILITARY MISSIONS IN ACTION
411 N JUDD PKWY NE STE BFUQUAY VARINANC275262379PCGENERAL OPERATING$7,500
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVE 3RD FLOORNEW YORKNY100173211PCGENERAL OPERATING$5,000
TRANSPORT GROUP INC
520 8TH AVE RM 311NEW YORKNY100188666PCGENERAL OPERATING$3,000
MATRICULATE INC
25 BROADWAY 12TH FLOORNEW YORKNY10004PCGENERAL OPERATING$2,500
METROPOLITAN NEW YORK JAPANESE SWORD CLUB NEW YORK TOKEN KAI INC
PO BOX 495SOMERVILLENJ088760495PCGENERAL OPERATING$500
ROTARY CLUB OF MONTGOMERY-ROCKY HILL FOUNDATION INC
2564 BRUNSWICK PIKELAWRENCEVILLENJ086484100PCGENERAL OPERATING$5,000
CORD USA
4545 WARWICK CIRCLE DRGRAND BLANCMI484398031PCGENERAL OPERATING$7,500
THE EXPLORATORIUM
PIER 17 SUITE 100SAN FRANCISCOCA941110000PCGENERAL OPERATING$5,000
THE PRESTON ROBERT TISCH BRAIN TUMOR CENTER
DUMC BOX 3624 047 BAKER HOUSE TREDURHAMNC27710PCGENERAL OPERATING$7,500
NORTH CAROLINA BIOTECHNOLOGY CENTER
PO BOX 13547RTPNC277093547PCGENERAL OPERATING$5,000
FREE ARTS FOR ABUSED CHILDREN OF NEW YORK CITY INC
1431 BROADWAY 7TH FLOORNEW YORKNY100181970PCGENERAL OPERATING$5,000
OUTSTANDING RENEWAL ENTERPRISES INC
299 E8TH STREET 22NEW YORKNY100090000PCGENERAL OPERATING$2,500
SAFECHILD
864 W MORGAN STRALEIGHNC276031614PCGENERAL OPERATING$9,000
NEIGHBORS TOGETHER CORP
2094 FULTON STBROOKLYNNY112336009PCGENERAL OPERATING$5,000
ART OF LIVING FOUNDATION
PO BOX 2010CUPERTINOCA950152010PCGENERAL OPERATING$5,000
TRIANGLE AREA TELUGU ASSOCIATION OF NORTH CAROLINA
PO BOX 479MORRISVILLENC275600479PCGENERAL OPERATING$7,500
C35 BASEBALL
7516 VILLANOW DRSANFORDNC27332PCGENERAL OPERATING$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,557,122TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,738ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$23,738ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,738TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number14LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1CREDIT SUISSE SECURITIES (USA) LLCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111 MADISON AVENUE FLOOR 8AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,472,669TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$26,053Amt
Net Investment Income$13,026NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VARIOUS - SEE FORM 990PF PART XIVBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line111 MADISON AVENUE FLOOR 8AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd
FieldValueIRS element (for citing)
Short ExplanationIN THE 2023 TAX YEAR, CREDIT SUISSE AMERICAS FOUNDATION HAS MADE DISTRIBUTIONS THAT MEET THE QUALIFICATIONS OF A SUBSTANTIAL CONTRACTION IN ASSETS OF THE FOUNDATION.ShortExplanationTxt
Dissolution$0DissolutionAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OWNERSHIP WORKSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line152 W 11TH STAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100118778ZIPCd
FieldValueIRS element (for citing)
Grant2023-06-23GrantDt
Grant$400,000GrantAmt
Purpose Of GrantLAUNCH AND OPERATIONS OF OWNERSHIP WORKSPurposeOfGrantTxt
Expended By Grantee$400,000ExpendedByGranteeAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
STRATEGIC PARTNERS PB OFFSHORE FEEDER VIFMV$155,313$155,313
STRATEGIC PARTNERS OFFSHORE FUND VFMV$4,381$4,381

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationIN THE 2023 TAX YEAR, CREDIT SUISSE AMERICAS FOUNDATION HAS MADE DISTRIBUTIONS THAT MEET THE QUALIFICATIONS OF A SUBSTANTIAL CONTRACTION IN ASSETS OF THE FOUNDATION.ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,793LegalFeesAmt
Net Investment Income$1,396NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,397DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$39,091Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK PROCESSING FEESDesc
Revenue And Expenses Per Books$15,748RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$15,748DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$330,476Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED TAX LIABILITYDesc
BOY Book Value$10,500BOYBookValueAmt
EOY Book Value$601EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$9,858$9,858$0$0
TAX PREPARATION FEES$26,670$0$0$26,670

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$15$0$0$0
NY FILING FEES$250$0$0$250

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