SOLON E SUMMERFIELD FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOLON E SUMMERFIELD FOUNDATION INC (EIN 13-1797260)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-02
- IRS object ID
- 202402769349101000
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-02T10:44:15-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | 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 | 131797260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLON E SUMMERFIELD FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O INTENTIONAL PHILANTHROPY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOLO | BusinessNameControlTxt |
| Phone | 2122187640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142948 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA RIVERA WEISSBLUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122187640 | PhoneNum |
| Signature | 2024-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS F BLANEY CPA | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2024-10-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $86,121,961 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $6,608 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,608 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,377,421 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,493,249 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,844,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,769,669 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,732,666 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,525 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,228,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,234,048 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,020 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,020 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,486 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $52,486 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,057,759 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $449,509 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $608,250 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $10,143 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $23,735 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,580 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,646 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,646 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,551 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,057 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,226,146 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $531,783 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750,459 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,389,291 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,389,291 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,615,437 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $531,783 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,139,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,387,262 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,702,265 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,994,756 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,151,710 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,151,710 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,359,529 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,515,663 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,334,600 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,613,745 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,107,156 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,340,321 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,977,161 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,521,118 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,422,738 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,584,077 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,249,962 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,872,592 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,529,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,545,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,121,961 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $31,529,268 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $31,545,609 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,529,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,545,609 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,529,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,545,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,529,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,387,262 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,403,603 | OtherIncreasesAmt |
| Subtotal | $31,545,609 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,545,609 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $13,764,888 | $9,925,523 | $3,839,365 | $3,839,365 | |
| THRU SCHEDULE K-1 - ACL ALTERNATIVE FUND SAC LIMITED | -$173,792 | -$173,792 | P | ||
| THRU SCHEDULE K-1 - RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC | $62,312 | $62,312 | P | ||
| CAPITAL GAINS DIVIDENDS | $4,781 | $4,781 | $4,781 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,732,666 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,361 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65,361 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65,361 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,283 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $86,283 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,922 | OverpaymentAmt |
| Applied To ES Tax | $20,922 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://SUMMERFIELDFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | INTENTIONAL PHILANTHROPY | IndividualWithBooksNm |
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE NO 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142948 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | 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 |
|---|---|---|---|---|---|---|---|---|---|
| CYNTHIA RIVERA WEISSBLUM | |||||||||
| C/O INTENTIONAL PHILANTHROPY 4801 | HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR, PRESIDENT | 5.00 | $5,000 | $0 | $0 |
| KAREN P BALLIETT | |||||||||
| C/O INTENTIONAL PHILANTHROPY 4801 | HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR, VICE PRESIDENT | 5.00 | $5,000 | $0 | $0 |
| ANNE E TREEGER | |||||||||
| C/O INTENTIONAL PHILANTHROPY 4801 | HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR, SECRETARY | 5.00 | $5,000 | $0 | $0 |
| MARK A COGEN | |||||||||
| C/O INTENTIONAL PHILANTHROPY 4801 | HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR, TREASURER | 5.00 | $5,000 | $0 | $0 |
| ALYSSA N COGEN | |||||||||
| C/O INTENTIONAL PHILANTHROPY 4801 | HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| RANDOLPH MOORE | |||||||||
| C/O INTENTIONAL PHILANTHROPY 4801 | HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTENTIONAL PHILANTHROPY | |||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | FOUNDATION ADMINISTRATION AND GRANTS MANAGEMENT | $599,750 |
| MORGAN STANLEY PRIVATE WEALTH MANAGEMENT | |||||
| 522 FIFTH AVENUE | NEW YORK | NY | 100367601 | INVESTMENT MANAGEMENT AND ADVISORY | $449,509 |
| PKF O'CONNOR DAVIES | |||||
| 500 MAMARONECK AVENUE SUITE 301 | HARRISON | NY | 105281648 | ACCOUNTING AND TAX RETURN PREPARATION | $52,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $84,092,400 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,169,659 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $86,262,059 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $86,262,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,293,931 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $84,968,128 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,248,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,248,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,361 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65,361 | TotalTaxAmt |
| Distributable Before Adj | $4,183,045 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,183,045 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,183,045 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,139,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,139,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,183,045 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,246,979 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,246,979 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,139,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,183,045 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,956,705 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,203,684 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,203,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,246,979 | ExcessFromYear1Amt |
| Excess From Current Year | $4,956,705 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR THE BLIND | ||||||||
| 1108 3RD AVENUE SUITE 200 | HUNTINGTON | WV | 25701 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $12,479 | |
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| 8333 GREENWOOD BOULEVARD | DENVER | CO | 80221 | N/A | PC | PROGRAM SUPPORT - NATIVE PATHWAYS PROGRAM | $2,977 | |
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| 8333 GREENWOOD BOULEVARD | DENVER | CO | 80221 | N/A | PC | PROGRAM SUPPORT - NATIVE PATHWAYS PROGRAM | $101,777 | |
| ARAB AMERICAN FAMILY SUPPORT CENTER | ||||||||
| 150 COURT STREET 3RD FLOOR | BROOKLYN | NY | 11201 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $166,667 | |
| ARBOR RISING | ||||||||
| 270 WEST 39TH STREET 20TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $254,442 | |
| ARBOR RISING | ||||||||
| 271 WEST 39TH STREET 20TH FL | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $2,056 | |
| AT THE TABLE | ||||||||
| 609 WARREN STREET | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| BOTTOM LINE | ||||||||
| 44 COURT STREET SUITE 300 | BROOKLYN | NY | 11201 | N/A | PC | ENDOWMENT | $151,838 | |
| BOTTOM LINE | ||||||||
| 44 COURT STREET SUITE 300 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPPORT | $152,665 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 1325 WALNUT HILL LANE | IRVING | TX | 75015 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $12,479 | |
| BOYS TOWN (FATHER FLANAGAN'S BOYS' HOME) | ||||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $12,479 | |
| BROOKLYN NAVY YARD | ||||||||
| 141 FLUSHING AVENUE UNIT 801 | BROOKLYN | NY | 11205 | N/A | PC | PROGRAM SUPPORT - STEAM CENTER | $50,000 | |
| CHANGE IMPACT | ||||||||
| PO BOX 294 | EAST ROCKAWAY | NY | 11518 | N/A | NC | PROGRAM SUPPORT - PEER LEARNING PROGRAM | $50,000 | |
| CHILDREN'S AID SOCIETY | ||||||||
| 117 WEST 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $33,776 | |
| CODE NATION - NEW YORK | ||||||||
| 85 BROAD STREET 17TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | PROGRAM SUPPORT - NEW YORK | $2,977 | |
| CODE NATION - NEW YORK | ||||||||
| 85 BROAD STREET 17TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| COMMUNITY FUNDS | ||||||||
| 909 THIRD AVENUE 22ND FLOOR | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT - NEW YORK CITY WORKFORCE DEVELOPMENT FUND | $50,000 | |
| DRIVE CHANGE | ||||||||
| 630 FLUSHING AVENUE FLOOR 5 | BROOKLYN | NY | 11206 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| EAST SIDE HOUSE SETTLEMENT | ||||||||
| 337 ALEXANDER AVENUE | BRONX | NY | 10454 | N/A | PC | PROGRAM SUPPORT - POST-SECONDARY PATHWAYS AND COMMUNITY TEACHING KITCHEN | $3,994 | |
| EAST SIDE HOUSE SETTLEMENT | ||||||||
| 337 ALEXANDER AVENUE | BRONX | NY | 10454 | N/A | PC | PROGRAM SUPPORT - POST-SECONDARY PATHWAYS AND COMMUNITY TEACHING KITCHEN | $127,813 | |
| EXALT YOUTH | ||||||||
| 17 BATTERY PLACE SUITE 307 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $2,905 | |
| EXALT YOUTH | ||||||||
| 17 BATTERY PLACE SUITE 307 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $152,665 | |
| FJC | ||||||||
| 225 WEST 39TH STREET 12TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT - THE BELL | $150,000 | |
| FRACTURED ATLAS | ||||||||
| 228 PARK AVENUE S 56651 | NEW YORK | NY | 10003 | N/A | PC | PROGRAM SUPPORT - SCOPE OF WORK | $125,000 | |
| FUND FOR PUBLIC SCHOOLS INC | ||||||||
| 52 CHAMBERS STREET ROOM 305 | NEW YORK | NY | 10007 | N/A | PC | PROGRAM SUPPORT - FUTUREREADYNYC | $144,620 | |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | N/A | PC | PROGRAM SUPPORT - STUDENT SUCCESS NETWORK | $110,000 | FLOOR |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | N/A | PC | PROGRAM SUPPORT - COLLEGE ACCESS: RESEARCH & ACTION | $126,244 | FLOOR |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | N/A | PC | PROGRAM SUPPORT - COLLEGE ACCESS: RESEARCH & ACTION | $150,000 | FLOOR |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | N/A | PC | PROGRAM SUPPORT - THE CENTER FOR FAIR FUTURES | $230,687 | FLOOR |
| GENESYS WORKS | ||||||||
| 55 EXCHANGE PLACE SUITE 503 | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $2,905 | |
| GENESYS WORKS | ||||||||
| 55 EXCHANGE PLACE SUITE 503 | NEW YORK | NY | 10005 | N/A | PC | PROGRAM SUPPORT - APPRENTICESHIP PLACEMENTS | $25,000 | |
| GENESYS WORKS | ||||||||
| 55 EXCHANGE PLACE SUITE 503 | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $127,813 | |
| GODDARD RIVERSIDE COMMUNITY CENTER | ||||||||
| 593 COLUMBUS AVENUE | NEW YORK | NY | 10024 | N/A | PC | PROGRAM SUPPORT - OPTIONS CENTER | $3,921 | |
| GODDARD RIVERSIDE COMMUNITY CENTER | ||||||||
| 593 COLUMBUS AVENUE | NEW YORK | NY | 10024 | N/A | PC | PROGRAM SUPPORT - OPTIONS CENTER | $192,902 | |
| GREEN CITY FORCE | ||||||||
| 630 FLUSHING AVENUE 8TH FLOOR | BROOKLYN | NY | 11206 | N/A | PC | GENERAL OPERATING SUPPORT | $334,410 | |
| HEBREW FREE LOAN SOCIETY | ||||||||
| 675 THIRD AVENUE 19TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $12,479 | |
| HENRY STREET SETTLEMENT | ||||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | N/A | PC | GENERAL OPERATING SUPPORT | $1,200 | |
| HENRY STREET SETTLEMENT | ||||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $100,995 | |
| HENRY STREET SETTLEMENT | ||||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | N/A | PC | PROGRAM SUPPORT - EXPANDED HORIZONS COLLEGE SUCCESS PROGRAM AND COMMUNITY COVID RESPONSE TEAM | $280,478 | |
| HETRICK-MARTIN INSTITUTE | ||||||||
| 2 ASTOR PLACE | NEW YORK | NY | 10003 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $100,995 | |
| IMENTOR NEW YORK | ||||||||
| 199 WATER STREET 8TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $127,813 | |
| JEWISH HOME LIFECARE MANHATTAN | ||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | N/A | PC | PROGRAM SUPPORT - SKILLSPRING | $152,665 | |
| KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | ||||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $20,000 | |
| KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | ||||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $125,911 | |
| LEGAL OUTREACH | ||||||||
| 36-14 35TH STREET | QUEENS | NY | 11106 | N/A | PC | GENERAL OPERATING SUPPORT | $101,777 | |
| LIGHTHOUSE GUILD INTERNATIONAL INC | ||||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10023 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $12,479 | |
| MENTOR NEWARK | ||||||||
| 60 PARK PLACE SUITE 601 | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT - COLLEGE BRIDGE | $76,588 | |
| MT SINAI ADOLESCENT HEALTH CENTER | ||||||||
| 320 EAST 94TH STREET | NEW YORK | NY | 10128 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $124,361 | |
| NEW YORK SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | ||||||||
| 520 EIGHTH AVENUE SUITE 1401 | NEW YORK | NY | 10018 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $12,479 | |
| NEWARK OPPORTUNITY YOUTH NETWORK | ||||||||
| 60 PARK PLACE 14TH FLOOR | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT - BUILDING ECOSYSTEMS FOR OPPORTUNITY YOUTH. | $300,000 | |
| NYC HEALTH HOSPITALS | ||||||||
| 50 WATER STREET 17TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | PROGRAM SUPPORT - BEHAVIORAL HEALTH NURSING CAREER LADDER | $178,000 | |
| ONEGOAL - NEW YORK | ||||||||
| 55 EXCHANGE PLACE SUITE 503 | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| PHI KAPPA PSI FOUNDATION | ||||||||
| 5395 EMERSON WAY | INDIANAPOLIS | IN | 46226 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $12,479 | |
| REEL WORKS | ||||||||
| 540 PRESIDENT STREET SUITE 2F | BROOKLYN | NY | 11215 | N/A | PC | PROGRAM SUPPORT - MEDIAMKRS | $100,000 | |
| RESEARCH FOUNDATION OF CUNY | ||||||||
| 230 WEST 41ST STREET | NEW YORK | NY | 10036 | N/A | PC | PROGRAM SUPPORT - CUNY OFFICE OF K-16 | $50,000 | |
| RESEARCH FOUNDATION OF CUNY | ||||||||
| 230 WEST 41ST STREET | NEW YORK | NY | 10036 | N/A | PC | PROGRAM SUPPORT - CUNY SCHOOL OF PROFESSIONAL STUDIES | $500,000 | |
| ROUNDABOUT THEATRE | ||||||||
| 231 WEST 39TH STREET | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT - THEATRICAL WORKFORCE DEVELOPMENT PROGRAM | $76,924 | |
| RUTGERS UNIVERSITY FOUNDATION | ||||||||
| 335 GEORGE STREET | NEW BRUNSWICK | NJ | 08901 | N/A | PC | PROGRAM SUPPORT - NEWARK CITY OF LEARNING COLLABORATIVE | $97,552 | |
| SUMMER SEARCH | ||||||||
| 1412 BROADWAY SUITE 700 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $122,369 | |
| SUNY IMPACT FOUNDATION | ||||||||
| 353 BROADWAY | ALBANY | NY | 12207 | N/A | PC | PROGRAM SUPPORT - ACE | $250,000 | |
| SUNY IMPACT FOUNDATION | ||||||||
| 353 BROADWAY | ALBANY | NY | 12207 | N/A | PC | PROGRAM SUPPORT - ASAP | $250,000 | |
| THE DOOR - A CENTER OF ALTERNATIVES INC | ||||||||
| 121 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $201,879 | |
| THE DOOR - A CENTER OF ALTERNATIVES INC | ||||||||
| 121 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | PROGRAM SUPPORT - CULINARY ARTS TRAINING PROGRAM AND MENTAL HEALTH SERVICES | $320,715 | |
| THE DREAMYARD PROJECT | ||||||||
| 1085 WASHINGTON AVENUE | BRONX | NY | 10456 | N/A | PC | GENERAL OPERATING SUPPORT | $76,924 | |
| THE FOSTERING CONNECTION | ||||||||
| 14-25 PLAZA ROAD SUITE N-27 | FAIR LAWN | NJ | 07410 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $220,000 | |
| THE KNOWLEDGE HOUSE | ||||||||
| 363 RIDER AVENUE 3RD FLOOR | BRONX | NY | 10451 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| THE MARCY LAB SCHOOL | ||||||||
| 882 3RD AVENUE 11TH FLOOR | BROOKLYN | NY | 11232 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| THE NEW YORK FOUNDLING | ||||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | N/A | PC | PROGRAM SUPPORT - ROAD TO SUCCESS | $334,285 | |
| THE NEW YORK TIMES NEEDIEST CASES FUND | ||||||||
| PO BOX 5193 | NEW YORK | NY | 10018 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $12,479 | |
| THE OPPORTUNITY NETWORK | ||||||||
| 85 BROAD STREET SIXTH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $76,924 | |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $12,479 | |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | ||||||||
| 184 ELDRIDGE STREET | NEW YORK | NY | 10002 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $91,092 | |
| VNS HEALTH (VISITING NURSE SERVICE OF NEW YORK) | ||||||||
| PO BOX 6445 | NEW YORK | NY | 10249 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $12,479 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,389,291 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| 8333 GREENWOOD BOULEVARD | DENVER | CO | 80221 | N/A | PC | PROGRAM SUPPORT - NATIVE PATHWAYS PROGRAM | $200,000 | |
| ARAB AMERICAN FAMILY SUPPORT CENTER | ||||||||
| 150 COURT STREET 3RD FLOOR | BROOKLYN | NY | 11201 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $333,333 | |
| BROOKLYN NAVY YARD | ||||||||
| 141 FLUSHING AVENUE UNIT 801 | BROOKLYN | NY | 11205 | N/A | PC | PROGRAM SUPPORT - STEAM CENTER | $100,000 | |
| CHANGE IMPACT | ||||||||
| PO BOX 294 | EAST ROCKAWAY | NY | 11518 | N/A | NC | PROGRAM SUPPORT - PEER LEARNING PROGRAM | $100,000 | |
| CHILDREN'S AID SOCIETY | ||||||||
| 117 WEST 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $66,667 | |
| CODE NATION - NEW YORK | ||||||||
| 85 BROAD STREET 17TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| EXALT YOUTH | ||||||||
| 17 BATTERY PLACE SUITE 307 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | N/A | PC | COLLEGE ACCESS: RESEARCH & ACTION | $196,004 | FLOOR |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | N/A | PC | THE CENTER FOR FAIR FUTURES | $770,000 | FLOOR |
| GREEN CITY FORCE | ||||||||
| 630 FLUSHING AVENUE 8TH FLOOR | BROOKLYN | NY | 11206 | N/A | PC | GENERAL OPERATING SUPPORT | $333,333 | |
| HENRY STREET SETTLEMENT | ||||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $100,000 | |
| HETRICK-MARTIN INSTITUTE | ||||||||
| 2 ASTOR PLACE | NEW YORK | NY | 10003 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $200,000 | |
| JEWISH HOME LIFECARE MANHATTAN | ||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | N/A | PC | PROGRAM SUPPORT - SKILLSPRING | $300,000 | |
| LEGAL OUTREACH | ||||||||
| 36-14 35TH STREET | QUEENS | NY | 11106 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| MENTOR NEWARK | ||||||||
| 60 PARK PLACE SUITE 601 | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT - COLLEGE BRIDGE | $213,577 | |
| MT SINAI ADOLESCENT HEALTH CENTER | ||||||||
| 320 EAST 94TH STREET | NEW YORK | NY | 10128 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $246,667 | |
| NEWARK OPPORTUNITY YOUTH NETWORK | ||||||||
| 60 PARK PLACE 14TH FLOOR | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT - BUILDING ECOSYSTEMS FOR OPPORTUNITY YOUTH. | $300,000 | |
| NYC HEALTH HOSPITALS | ||||||||
| 50 WATER STREET 17TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | PROGRAM SUPPORT - BEHAVIORAL HEALTH NURSING CAREER LADDER | $372,000 | |
| ONEGOAL - NEW YORK | ||||||||
| 55 EXCHANGE PLACE SUITE 503 | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| REEL WORKS | ||||||||
| 540 PRESIDENT STREET SUITE 2F | BROOKLYN | NY | 11215 | N/A | PC | PROGRAM SUPPORT - MEDIAMKRS | $50,000 | |
| RESEARCH FOUNDATION OF CUNY | ||||||||
| 230 WEST 41ST STREET | NEW YORK | NY | 10036 | N/A | PC | CUNY SCHOOL OF PROFESSIONAL STUDIES | $250,000 | |
| RUTGERS UNIVERSITY FOUNDATION | ||||||||
| 335 GEORGE STREET | NEW BRUNSWICK | NJ | 08901 | N/A | PC | NEWARK CITY OF LEARNING COLLABORATIVE | $273,460 | |
| THE DOOR - A CENTER OF ALTERNATIVES INC | ||||||||
| 121 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $400,000 | |
| THE FOSTERING CONNECTION | ||||||||
| 14-25 PLAZA ROAD SUITE N-27 | FAIR LAWN | NJ | 07410 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $440,000 | |
| THE KNOWLEDGE HOUSE | ||||||||
| 363 RIDER AVENUE 3RD FLOOR | BRONX | NY | 10451 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| THE MARCY LAB SCHOOL | ||||||||
| 882 3RD AVENUE 11TH FLOOR | BROOKLYN | NY | 11232 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| THE NEW YORK FOUNDLING | ||||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | N/A | PC | PROGRAM SUPPORT - ROAD TO SUCCESS | $333,333 | |
| THE OPPORTUNITY NETWORK | ||||||||
| 85 BROAD STREET 6TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | ||||||||
| 184 ELDRIDGE STREET | NEW YORK | NY | 10002 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $180,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,108,374 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,608 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,377,421 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,844,146 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,228,175 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,228,175 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCIAL STATEMENT AUDIT | $28,000 | $0 | $28,000 |
| QUARTERLY FINANCIAL STATEMENT COMPILATIONS | $14,500 | $0 | $14,500 |
| TAX RETURN PREPARATION | $9,986 | $0 | $9,986 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHANGE IMPACT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 294 | AddressLine1Txt |
| City | EAST ROCKAWAY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-10-10 | GrantDt |
| Grant | $50,000 | GrantAmt |
| Purpose Of Grant | PROGRAM SUPPORT - PEER LEARNING PROGRAM | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | PENDING | DatesOfReportsByGranteeTxt |
| Results Of Verification | N/A | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (44 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFRICAN DEVELOPMENT BANK, 4.750%, 03/06/2024 (Q0148RAF2) 450,000 QTY | $348,244 | $307,635 |
| AMAZON.COM INC, 3.800%, 12/05/2024 (023135AN6) 100,000 QTY | $100,416 | $99,003 |
| APPLE INC, 3.200%, 05/13/25 (037833BG4) 75,000 QTY | $77,085 | $73,578 |
| ARES CAPITAL CORP, 3.875%, 01/15/2026 (04010LAZ6) 310,000 QTY | $314,464 | $298,318 |
| ASTRAZENECA PLC, 3.125%, 06/12/2027 (046353AN8) 300,000 QTY | $280,350 | $288,681 |
| AT&T INC, 1.700%, 03/25/26 (00206RML3) 100,000 QTY | $100,248 | $93,561 |
| BANK OF AMERICA CORP, 1.319%, 06/19/2026 (06051GJD2) 75,000 QTY | $74,511 | $70,630 |
| BAT CAPITAL CORP, 3.222%, 08/15/2024 (05526DAZ8) 75,000 QTY | $75,218 | $73,834 |
| BLACKSTONE PRIVATE CREDIT FUND, 1.750%, 09/15/2024 (09261HAB3) 350,000 QTY | $339,052 | $339,803 |
| BROADCOM CORP / BROADCOM CAYMAN, 3.875%, 01/15/2027 (11134LAH2) 400,000 QTY | $412,843 | $390,456 |
| CATERPILLAR FINANCIAL SERVICES, 5.400%, 03/10/2025 (14913R3C9) 245,000 QTY | $244,949 | $247,013 |
| CENTENE CORP, 4.250%, 12/15/2027 (15135BAR2) 400,000 QTY | $412,808 | $385,764 |
| CVS HEALTH CORP, 1.300%, 08/21/2027 (126650DM9) 75,000 QTY | $72,859 | $66,692 |
| EUROPEAN INVESTMENT BANK REGS, 0.750%, 11/15/2024 (L32482BX5) 170,000 QTY | $237,167 | $209,510 |
| EUROPEAN INVESTMENT BANK REGS, 3.000%, 05/24/2024 (B3821SZE0) 1,390,000 QTY | $358,663 | $350,058 |
| EUROPEAN INVESTMENT BANK REGS, 4.250%, 06/19/2024 (L32482CT3) 12,000,000 QTY | $555,689 | $687,000 |
| EUROPEAN INVESTMENT BANK, 6.600%, 01/30/2025 (G315BBKA5) 4,000,000,000 QTY | $270,836 | $255,547 |
| FIFTH THIRD BANCORP, 3.950%, 03/14/2028 (316773CV0) 75,000 QTY | $71,888 | $71,980 |
| FISERV INC, 3.500%, 07/01/2029, (337738AU2) 75,000 QTY | $75,213 | $70,683 |
| FORD MOTOR CO, 4.346%, 12/08/2026 (345370CR9) 105,000 QTY | $105,229 | $102,398 |
| GENERAL MOTORS FINANCIAL CO INC, 5.400%, 04/06/2026 (37045XEF9) 150,000 QTY | $149,808 | $150,995 |
| GILEAD SCIENCES INC, 2.950%, 03/01/2027 (375558BM4) 100,000 QTY | $100,216 | $95,307 |
| GLOBAL PAYMENTS INC, 1.200%, 03/01/2026 (37940XAE2) 100,000 QTY | $98,351 | $91,902 |
| INTER-AMERICAN DEVELOPMENT, 5.000%, 02/12/2024 (U4582NKB9) 28,000,000 QTY | $349,024 | $335,702 |
| JOHN DEERE CAPITAL CORP, 5.150%, 09/08/2026 (24422EXD6) 400,000 QTY | $398,508 | $407,624 |
| JPMORGAN CHASE & CO, 3.540%, 05/01/2028 (46647PAF3) 100,000 QTY | $98,012 | $95,641 |
| KEURIG DR PEPPER INC, 3.950%, 04/15/2029 (49271VAP5) 75,000 QTY | $70,394 | $73,201 |
| KRAFT HEINZ FOODS CO, 3.875%, 05/15/2027 (50077LBC9) 100,000 QTY | $98,762 | $98,176 |
| KREDITANSTALT FUER WIEDERAUFBAU, 1.250%, 01/31/2025 (500769JR6) 385,000 QTY | $383,452 | $370,867 |
| LAM RESEARCH CORP, 4.000%, 03/15/2029 (512807AU2) 75,000 QTY | $72,621 | $74,148 |
| MARATHON OIL CORP, 4.400% 07/15/2027 (565849AP1) 400,000 QTY | $378,492 | $390,484 |
| MARSH & MCLENNAN COS INC, 3.875%, 03/15/2024 (571748BF8) 75,000 QTY | $75,484 | $74,727 |
| MPLX LP, 4.125%, 03/01/2027 (55336VAK6) 100,000 QTY | $98,538 | $98,003 |
| OMEGA HEALTHCARE INVESTORS INC, 5.250%, 01/15/2026 (681936BH2) 355,000 QTY | $376,414 | $353,598 |
| ORACLE CORP, 3.400%, 07/08/2024 (68389XAU9) 75,000 QTY | $75,916 | $74,186 |
| ORACLE CORP, 4.500%, 05/06/2028 (68389XCM5) 450,000 QTY | $430,065 | $449,798 |
| OTIS WORLDWIDE CORP, 2.056%, 04/05/25 (68902VAH0) 100,000 QTY | $101,060 | $96,257 |
| PFIZER INC, 3.000%, 12/15/2026 (717081EA7) 100,000 QTY | $105,344 | $96,443 |
| PROVINCE OF ONTARIO CANADA, 2.400%, 06/02/2026 (68323ADM3) 100,000 QTY | $78,025 | $73,222 |
| SHIRE ACQUISITIONS INVESTMENTS, 3.200%, 09/23/2026 (82481LAD1) 100,000 QTY | $104,816 | $96,140 |
| T-MOBILE USA INC, 3.750%, 04/15/2027 (87264ABD6) 100,000 QTY | $96,054 | $97,007 |
| UNION PACIFIC CORP, 3.950%, 09/10/2028 (907818EY0) 75,000 QTY | $78,718 | $74,474 |
| VERIZON COMMUNICATIONS INC, 4.125%, 03/16/2027 (92343VDY7) 75,000 QTY | $74,179 | $73,908 |
| WELLS FARGO & CO, 3.300%, 09/09/2024 (94974BGA2) 100,000 QTY | $101,133 | $98,784 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND CL A (ACN) 3,000.000 SHARES | $81,641 | $1,052,730 |
| ALLSTATE CORP (ALL) 2,803.000 SHARES | $3,257 | $392,364 |
| ALPHABET INC CL A (GOOGL) 10,000.000 SHARES | $113,027 | $1,396,900 |
| ALPHABET INC CL C (GOOG) 10,020.000 SHARES | $112,574 | $1,412,119 |
| AMAZON COM INC (AMZN) 12,000.000 SHARES | $102,306 | $1,823,280 |
| AMGEN INC (AMGN) 2,200.000 SHARES | $589,269 | $633,644 |
| APPLE INC (AAPL) 36,400.000 SHARES | $413,574 | $7,008,092 |
| ARM HOLDINGS PLC ADR (ARM) 3,000.000 SHARES | $164,583 | $225,435 |
| BERKSHIRE HATHAWAY A(HLDG CO) (BRK'A) 12.000 SHARES | $11,238 | $6,511,500 |
| BLACKSTONE GROUP INC (BX) 3,000.000 SHARES | $99,615 | $392,760 |
| CATERPILLAR INC (CAT) 8,547.000 SHARES | $5,060 | $2,527,091 |
| COCA COLA CO (KO) 20,000.000 SHARES | $456,724 | $1,178,600 |
| COSTCO WHOLESALE CORP NEW (COST) 1,200.000 SHARES | $640,813 | $792,096 |
| CSX CORP (CSX) 46,407.000 SHARES | $9,668 | $1,608,931 |
| DUKE ENERGY CORPORATION (DUK) 5,317.000 SHARES | $220,692 | $515,962 |
| ELI LILLY & CO (LLY) 1,300.000 SHARES | $524,218 | $757,796 |
| HOME DEPOT INC (HD) 9,400.000 SHARES | $279,682 | $3,257,570 |
| HONEYWELL INTERNATIONAL INC (HON) 2,200.000 SHARES | $95,376 | $461,362 |
| JPMORGAN CHASE & CO (JPM) 2,000.000 SHARES | $175,127 | $340,200 |
| META PLATFORMS INC CL A (META) 2,500.000 SHARES | $706,842 | $884,900 |
| MICROSOFT CORP (MSFT) 29,530.000 SHARES | $771,663 | $11,104,461 |
| MONDELEZ INTL INC COM (MDLZ) 7,500.000 SHARES | $122,204 | $543,225 |
| NEXTERA ENERGY INC (NEE) 33,720.000 SHARES | $271,986 | $2,048,153 |
| NVIDIA CORPORATION (NVDA) 1,700.000 SHARES | $729,448 | $841,874 |
| ORACLE CORP (ORCL) 11,000.000 SHARES | $229,212 | $1,159,730 |
| PROCTER & GAMBLE (PG) 5,000.000 SHARES | $166,972 | $732,700 |
| TESLA INC (TSLA) 3,000.000 SHARES | $3,400 | $745,440 |
| UNION PACIFIC CORP (UNP) 12,179.000 SHARES | $6,985 | $2,991,406 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,515,663 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,334,600 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACL ALTERNATIVE FUND SAC LIMITED | AT COST | $1,067,751 | $1,565,004 |
| AUSTRALIA GOVERNMENT BOND REGS, 2.250%, 05/21/2028 (Q08184MW2) 105,000 QTY | AT COST | $79,575 | $67,832 |
| BRIDGE WORKFORCE AND AFFORDABLE HOUSING FUND II-R, LP | AT COST | $378,600 | $319,275 |
| CVI CLEAN ENERGY FUND C II LP | AT COST | $225,000 | $234,041 |
| HEDGEPREMIER/MILLENNIUM INTERNATIONAL LTD. | AT COST | $777,438 | $2,243,328 |
| IRELAND GOVERNMENT BOND REGS, 1.350%, 03/18/2031 (G4R49GAN3) 125,000 QTY | AT COST | $133,892 | $130,133 |
| ISHARES CORE S&P SMALL CAP E (IJR) 22,940.000 SHARES | AT COST | $494,065 | $2,483,255 |
| ISHARES RUSSELL 2000 GRWTH ETF (IWO) 750.000 SHARES | AT COST | $132,514 | $189,165 |
| ISHARES S&P MIDCAP 400 INDEX (IJH) 20,000.000 SHARES | AT COST | $1,349,877 | $5,543,000 |
| IT BUONI POLIENNALI DEL TESORO, 3.450%, 03/01/2048 (T6052BNB0) 150,000 QTY | AT COST | $217,612 | $148,705 |
| IT BUONI POLIENNALI DEL TESORO, 3.500%, 03/01/2030 (T6247AP42) 130,000 QTY | AT COST | $161,093 | $146,667 |
| MACQUARIE ENERGY SOLUTIONS FUND, LLC | AT COST | $137,500 | $138,408 |
| MEXICAN BONOS, 7.750%, 11/23/2034 (P4R07XEY8) 40,000 QTY | AT COST | $197,742 | $216,200 |
| NETHERLANDS GOVERNMENT BOND, 2.500%, 01/15/2033 (N0266ZBB1) 90,000 QTY | AT COST | $97,439 | $101,359 |
| NORWAY GOVERNMENT BOND, 1.500%, 02/19/2026 (R34155AU6) 1,400,000 QTY | AT COST | $164,565 | $132,586 |
| RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC | AT COST | $1,069,582 | $1,660,934 |
| REPUBLIC OF AUSTRIA GOV BOND REG, 1.200%, 10/20/2025 (A0654UAF8) 140,000 QTY | AT COST | $164,543 | $151,534 |
| SINGAPORE GOVERNMENT BOND, 3.000%, 09/01/2024 (Y7996FQS2) 400,000 QTY | AT COST | $291,420 | $301,805 |
| SPAIN GOVERNMENT BOND, 1.450%, 04/30/2029 (E8922AHG8) 95,000 QTY | AT COST | $109,754 | $99,361 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $13,020 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,020 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $1,500 | $0 | $1,500 |
| INSURANCE EXPENSE | $3,538 | $0 | $3,538 |
| OFFICE AND OTHER EXPENSES | $17,019 | $0 | $17,019 |
| OTHER DEDUCTIONS THRU SCHEDULE K-1S | $0 | $64,108 | $0 |
| OTHER INVESTMENT EXPENSES | $2,443 | $2,443 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME THRU SCHEDULE K-1S | Desc |
| Net Investment Income | $1,525 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REALIZED GAIN FROM DONATION OF INVESTMENTS TO GRANTEES | Desc |
| Amt | $4,403,603 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOARD RETREAT AND GRANTMAKING EVALUATION CONSULTANTS | $33,085 | $0 | $33,085 |
| FOUNDATION ADMINISTRATION AND GRANTS MANAGEMENT | $575,165 | $0 | $575,165 |
| INVESTMENT MANAGEMENT AND ADVISORY | $449,509 | $449,509 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAID | $20,000 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $3,735 | $3,735 | $0 |
| FOREIGN TAXES WITHHELD THRU SCHEDULE K-1S | $0 | $1,845 | $0 |
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