MORIAH FUND INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MORIAH FUND INC (EIN 31-1129589)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202403169349100445
- 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
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T10:07:56-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | 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 | 311129589 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORIAH FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORI | BusinessNameControlTxt |
| Phone | 6463733888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WARREN STREET FLOOR 3 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GIDEON STEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6463733888 | PhoneNum |
| Signature | 2024-11-15 | 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 | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2024-11-05 | 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 | $67,542,425 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $645,501 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $105,656 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,635 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,543 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,632 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,860 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,265 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $833,560 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,532 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $364,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,334 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $345,466 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $244,023 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,933 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $231,090 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $94,413 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,004 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $89,659 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,263 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,263 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $590,019 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $166,866 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $419,215 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $98,086 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61,468 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $36,619 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $165,825 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $176,765 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $263 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $263 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61,704 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,561 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,143 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,629,396 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $267,166 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,369,483 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,365,533 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,343,033 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,994,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $267,166 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,712,516 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,161,369 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $95,634 | CashBOYAmt |
| Cash EOY | $66,427 | CashEOYAmt |
| Cash EOYFMV | $66,427 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $170,951 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,896 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,896 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $3,080,789 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $2,435,289 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $3,080,789 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $3,080,789 | PledgesRcvblEOYFMVAmt |
| Other Investments BOY | $62,251,092 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $64,034,313 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $64,034,313 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $216,138 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $216,138 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $282,189 | OtherAssetsBOYAmt |
| Other Assets EOY | $250,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $250,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $65,235,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,542,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,542,425 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $89,358 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $103,328 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $88,490 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $89,358 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $191,818 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $65,145,797 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $67,350,607 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,145,797 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,350,607 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $65,235,155 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,542,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,145,797 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,161,369 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,366,179 | OtherIncreasesAmt |
| Subtotal | $67,350,607 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,350,607 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| PARTNERSHIP INVESTMENTS K-1 | P | 2023-12-31 | $29,429 | $29,429 | $29,429 | |
| PARTNERSHIP INVESTMENTS K-1- UBI | P | 2023-12-31 | $8,911 | $0 | $0 | $8,911 |
| CAPITAL GAINS DIVIDENDS | P | $203 | $203 | $203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,632 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,725 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $41,725 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,725 | OverpaymentAmt |
| Applied To ES Tax | $41,725 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| 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 | WWW.MORIAHFUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIDEON STEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6463733888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WARREN STREET FLOOR 3 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | IS | ForeignCountryCd |
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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JUDITH LICHTMAN | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DOROTHY STEIN | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ALICE CAIN | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | EXECUTIVE DIRECTOR | 40.00 | $264,800 | $72,263 | $0 |
| GIDEON STEIN | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | PRESIDENT | 1.00 | $100,000 | $10,000 | $0 |
| MARY STEIN | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD B FUTTERMAN | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | PROGRAM DIRECTOR | 40.00 | $183,023 | $0 | $0 |
| DEAMBER JONES | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | PROGRAM ASSISTANT | 40.00 | $61,000 | $12,147 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMPLIFY ENDOWMENT MANAGEMENT LLC | |||||
| 1275A RUCKMAN AVENUE | SAN FRANCISCO | CA | 94129 | INVESTMENT MANAGEMENT | $254,881 |
| RA ADVISORS LLC | |||||
| 57 WARREN STREET | NEW YORK | NY | 10007 | FINANCIAL SERVICES | $90,000 |
| 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 | $1,221,478 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $470,064 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $62,907,634 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,599,176 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $64,599,176 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $968,988 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,630,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,181,509 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,181,509 | MinimumInvestmentReturnAmt |
| Income Tax | $1,053 | IncomeTaxAmt |
| Total Tax | $1,053 | TotalTaxAmt |
| Distributable Before Adj | $3,180,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,180,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,180,456 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,712,516 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,712,516 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,180,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,740,254 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,549,372 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,440,184 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,051,946 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $981,741 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,763,497 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,712,516 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,180,456 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,532,060 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,295,557 | 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 | $3,740,254 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,555,303 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,549,372 | ExcessFromYear4Amt |
| Excess From Year3 | $2,440,184 | ExcessFromYear3Amt |
| Excess From Year2 | $1,051,946 | ExcessFromYear2Amt |
| Excess From Year1 | $981,741 | ExcessFromYear1Amt |
| Excess From Current Year | $1,532,060 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GIDEON STEIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WARREN STREET FLOOR 3 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6463733888 | RecipientPhoneNum |
| Recipient Email Address | GSTEIN@MORIAHFUND.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | TO FIND APPLICATION AND PROCESS GO TO MORIAHFUND.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | TO FIND APPLICATION AND PROCESS GO TO MORIAHFUND.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO FIND APPLICATION AND PROCESS GO TO MORIAHFUND.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 50CAN INC | |||||||
| 1380 MONROE STREET NW 4123 | WASHINGTON | DC | 20010 | PC | GENERAL SUPPORT | $50,000 | |
| A BETTER GLYNN | |||||||
| 30 KAREN WAY | BRUNSWICK | GA | 31523 | PC | GENERAL SUPPORT | $2,500 | |
| ANNAPOLIS HIGH SCHOOL PTSA | |||||||
| 2700 RIVA ROAD | ANNAPOLIS | MD | 21401 | PC | GENERAL SUPPORT | $25,000 | |
| ANTI-RECIDIVISM COALITION | |||||||
| 1320 E 7TH ST SUITE 260 | LOS ANGELES | CA | 90021 | PC | GENERAL SUPPORT | $5,000 | |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 455 GOLD RIVERS COURT SUITE 515 | BASALT | CO | 81621 | PC | GENERAL SUPPORT | $10,778 | |
| AUTHORBUZZ | |||||||
| 440 E HUNTINGTON DRIVE SUITE 300 | ARCADIA | CA | 91006 | PC | GENERAL SUPPORT | $5,665 | |
| BUCKLEY COUNTRY DAY SCHOOL | |||||||
| 2 I U WILLETS ROAD | ROSLYN | NY | 11576 | PC | GENERAL SUPPORT | $7,500 | |
| CHALKBEAT INC | |||||||
| 1250 BROADWAY 30TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $200,000 | |
| CHANGE SUMMER | |||||||
| ATTN JOSH PHILLIPS 119 WEST 72ND | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $50,000 | STREET SUITE 187 |
| CHILD MIND INSTITUTE | |||||||
| 215 E 50TH ST | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $500 | |
| CITYBRIDGE EDUCATION | |||||||
| 600 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20037 | PC | GENERAL SUPPORT | $100,000 | |
| CIVIC NEWS COMPANY | |||||||
| 450 7TH AVENUE 32ND FLOOR | NEW YORK | NY | 10123 | PC | GENERAL SUPPORT | $51,500 | |
| CIVICS UNPLUGGED INC | |||||||
| 335 MADISON AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $100,000 | |
| COLLEGE TRACK | |||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | PC | GENERAL SUPPORT | $25,000 | |
| CYDNI LAWSON MORRIS MEMORIAL FUND INC | |||||||
| 2540 E BROAD STREET SUITE 120-341 | MANSFIELD | TX | 76062 | PC | GENERAL SUPPORT | $5,000 | |
| DC ABORTION FUND | |||||||
| 1616 H ST NW SUITE 904 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $20,000 | |
| DUMBARTON CONCERTSINNER CITY-INNER CHILD | |||||||
| 3133 DUMBARTON ST NW | WASHINGTON | DC | 20007 | PC | FOR THE INSPIRED CHILD PROGRAM | $15,000 | |
| EAGLE HILL SCHOOL | |||||||
| ATTN DEVLEOPMENT OFFICE PO BOX 116 | HARDWICK | MA | 01037 | PC | GENERAL SUPPORT | $1,550 | 242 OLD PETERSHAM RD |
| EAGLE HILL SCHOOL | |||||||
| ATTN DEVLEOPMENT OFFICE PO BOX 116 | HARDWICK | MA | 01037 | PC | GENERAL SUPPORT | $200,000 | 242 OLD PETERSHAM RD |
| EDUCATION LEADERS OF COLOR | |||||||
| 3680 WILSHIRE BLVD SUITE P041052 | LOS ANGELES | CA | 90010 | PC | FOR RECONSTRUCTION US | $50,000 | |
| EDUCATION REFORM NOW | |||||||
| 222 BROADWAY19TH FLOOR | NEW YORK | NY | 10038 | PC | 3RD PAYMENT OF A FIVE-YEAR $500,000 GRANT | $100,000 | |
| EDUCATION TRUST INC | |||||||
| 1501 K STREET NW SUITE 200 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $30,000 | |
| FUND FOR GLOBAL HUMAN RIGHTS | |||||||
| 1301 CONNECTICUT AVE NW 400 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $150,000 | |
| GET RED PR LLC | |||||||
| 24-61 CRESCENT STREET | ASTORIA | NY | 11102 | PC | GENERAL SUPPORT | $6,000 | |
| GLOBAL PROJECT AGAINST HATE AND EXTREMISM | |||||||
| 3066 ZELDA ROAD SUITE 400 | MONTGOMERY | AL | 36106 | PC | GENERAL SUPPORT | $25,000 | |
| GOOD NATION FOUNDATION | |||||||
| 100 CROSBY STREET SUITE 301 | NEW YORK | NY | 10012 | PC | GENERAL SUPPORT | $50,000 | |
| GOVERN FOR AMERICA INC | |||||||
| 1629 K STREET NORTHWESTM SUITE 300 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $30,000 | |
| HEART OF A NATION | |||||||
| 1255 NEW HAMPSHIRE AVE NW SUITE 921 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $50,000 | |
| HOPEWELL FUND-CIVIC (RE)SOLVE EDUCATION FUND | |||||||
| 1550 LARIMER STREET | DENVER | CO | 80202 | PC | GENERAL SUPPORT | $75,000 | |
| IFNOTNOW EDUCATION FUND | |||||||
| ATTN GABRIEL FINE PO BOX 170285 | BROOKLYN | NY | 11217 | PC | GENERAL SUPPORT | $15,000 | |
| IMENTOR | |||||||
| 199 WATER STREET 8TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $100,000 | |
| INTERNATIONAL POLICY NETWORK DBA INTERNATIONAL CENTER FOR LAW & ECONOMICS | |||||||
| 1104 NORTHWEST 15TH AVENUE SUITE | PORTLAND | OR | 97209 | PC | GENERAL SUPPORT | $33,250 | 300 |
| J STREET EDUCATION FUND INC | |||||||
| ATTN ALYSON SAMACH 1828 L ST NW | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $15,000 | SUITE 240 |
| JEWISH HOME LIFECARE MANHATTAN | |||||||
| 1012 TORNEY STREET | SAN FRANCISCO | CA | 94124 | PC | FOR ITS GERIATRICS CAREER DEVELOPMENT (GCD) YOUNG ADULT PROGRAM | $50,000 | |
| LITTLE SISTERS FUND INC | |||||||
| 206 E WALNUT AVENUE | HAILEY | ID | 83333 | PC | GENERAL SUPPORT | $10,000 | |
| LOOMIS CHAFFEE | |||||||
| 4 BATCHELDER ROAD | WINDSOR | CT | 06095 | PC | GENERAL SUPPORT | $7,500 | |
| MAYDAY HEALTH | |||||||
| 442 5TH AVENUE | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $5,150 | |
| MAYDAY MEDICINES INC | |||||||
| 442 5TH AVENUE | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $10,000 | |
| MITCHELL INSTITUTE | |||||||
| 75 WASHINGTON AVE STREET 2E | PORTLAND | ME | 04101 | PC | GENERAL SUPPORT | $25,000 | |
| NARRATIVE 4 INC | |||||||
| 45 WEST 73RD STREET SUITE 5 | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $1,650 | |
| NARRATIVE 4 INC | |||||||
| 45 WEST 73RD STREET SUITE 5 | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $255,000 | |
| NAT'L PARTNERSHIP FOR WOMEN AND FAMILIES | |||||||
| 1875 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | PC | GENERAL SUPPORT | $50,000 | 650 |
| NEW CLASSROOMS | |||||||
| ATTN JOEL ROSE 1250 BROADWAY 30TH | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $150,000 | FL |
| NEW ISRAEL FUND | |||||||
| 6 EAST 39TH STREET SUITE 301 | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $335,000 | |
| NEW LEADERS INC | |||||||
| 30 W 26TH STREET 10TH FLOOR | NEW YORK | NY | 10010 | PC | FOR THE NATIONAL ASPIRING PRINCIPALS FELLOWSHIP | $75,000 | |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | PC | FOR PROTECT OUR CARE | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVENUE | NEW YORK | NY | 10017 | PC | RECOMMENDED FOR THE LDAN FUND #129 | $260,000 | |
| PIONEER WORKS ART FOUNDATION | |||||||
| 159 PIONEER STREET | BROOKLYN | NY | 11231 | PC | GENERAL SUPPORT | $50,000 | |
| PIONEER WORKS ART FOUNDATION | |||||||
| 159 PIONEER STREET | BROOKLYN | NY | 11231 | PC | GENERAL SUPPORT | $10,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $50,000 | |
| PLANNED PARENTHOOD OF METROPOLITAN WASH | |||||||
| 1225 4TH ST NE | WASHINGTON | DC | 20002 | PC | GENERAL SUPPORT | $20,000 | |
| POST HILL PRESS | |||||||
| 1604 WESTGATE CIRCLE SUITE 100 | BRENTWOOD | TN | 37027 | PC | GENERAL SUPPORT | $14,490 | |
| PREGNANCY JUSTICE AKA NATIONAL ADVOCATES FOR PREGNANT WOMEN INC | |||||||
| 75 WASHINGTON AVE SUITE 2E | PORTLAND | ME | 04101 | PC | GENERAL SUPPORT | $5,000 | |
| REPRODUCTIVE FREEDOM FOR ALL - FORMERLY NARAL PRO-CHOICE | |||||||
| 1725 EYE ST NW SUITE 900 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $10,000 | |
| SCHOOL OF LEADERSHIP-AFGHANISTAN INC | |||||||
| ATTN SHABANA BASIJ RASIKH 75 STATE | BOSTON | MA | 02109 | PC | GENERAL SUPPORT | $20,000 | STREET SUITE 100 |
| SOCIAL IMPACT FUND | |||||||
| 750 WEST 7TH STREET 811026 | LOS ANGELES | CA | 90081 | PC | GENERAL SUPPORT | $35,000 | |
| TEACH FOR ALL | |||||||
| ATTN WENDY KOPP 25 BROADWAY 12TH | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $125,000 | FLOOR |
| THE ASPEN INSTITUTE | |||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | PC | FOR ITS SOCRATES PROGRAM | $5,000 | |
| THE BREARLEY SCHOOL | |||||||
| 590 EAST 83RD STREET 2ND FLOOR | NEW YORK | NY | 10028 | PC | FOR THE FINANCIAL AID FOR MINORITY STUDENTS | $5,000 | |
| THE CENTER FOR BLACK EDUCATOR DEVELOPMENT | |||||||
| 159 PIONEER STREET | BROOKLYN | NY | 11231 | PC | GENERAL SUPPORT | $50,000 | |
| THE CENTURY FOUNDATION | |||||||
| 1 WHITEHALL STREET 15TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $35,000 | |
| THE DRUM MAJOR INSTITUTE INC | |||||||
| 110 E 59TH STFLOOR 28 | NEW YORK CITY | NY | 10022 | PC | GENERAL SUPPORT | $5,000 | |
| THORN | |||||||
| 1240 ROSECRANS AVENUE SUITE 120 | MANHATTAN BEACH | CA | 90266 | PC | GENERAL SUPPORT | $20,000 | |
| TIDES CENTER | |||||||
| PO BOX 399385 | SAN FRANCISCO | CA | 941399385 | PC | FOR RIGHTS4GIRLS PROJECT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,343,033 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIRTHRIGHT AFRICA INCORPORATED | ||||||
| PO BOX 1187 | NEW YORK | NY | 10039 | PC | GENERAL SUPPORT | $2,500 |
| INNOVATION FOR EQUITY INC | ||||||
| 1720 I STREET NW SUITE 4 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $27,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $17 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,639 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,106 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $15,265 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,911 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,632 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Related Or Exempt Function Incm | $25,489 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $12,034 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $150,536 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,489 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $188,059 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | FEDERAL EXCISE TAX REFUND | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EFROYMSON CHARITABLE REMAINDER TRUSTS | ||||||
| 1 | C/O MARYANN STEIN 1634 I STREET NW | WASHINGTON | DC | 20006 | $199,972 | Yes (X) |
| MICHAEL R LIEBER | ||||||
| 2 | 3808 ENGEL DRIVE | VALPARAISO | IN | 46383 | $85,707 | Yes (X) |
| FREDERIC W LIEBER | ||||||
| 3 | 703 S ROSE AVENUE | BLOOMINGTON | IN | 47401 | $78,204 | Yes (X) |
| JEFFREY W LIEBER | ||||||
| 4 | 11100 SPRING ROAD | CARMEL | IN | 46032 | $73,745 | Yes (X) |
| MATTHEW S LIEBER | ||||||
| 5 | ONE CANAL STREET UNIT 724 | BOSTON | MA | 02114 | $51,069 | Yes (X) |
| CHRISTOPHER A LIEBER | ||||||
| 6 | 10900 SPRING MILL ROAD | CARMEL | IN | 46032 | $45,789 | Yes (X) |
| ANNE RYAN | ||||||
| 7 | 1387 PANORAMA RIDGE ROAD | OCEANSIDE | CA | 92056 | $49,265 | Yes (X) |
| CATHERINE BOCKSTAHLER | ||||||
| 8 | 1634 I STREET NW | WASHINGTON | DC | 20006 | $37,545 | Yes (X) |
| SARAH L HALE | ||||||
| 9 | 8047 VAN NESS WAY | INDIANAPOLIS | IN | 46420 | $24,205 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JPMORGAN MUTUAL FUNDS | FMV | $1,198,487 | $1,198,487 |
| AMPLIFY ENDOWMENT MANAGEMENT, LLC | FMV | $50,081,918 | $50,081,918 |
| AG DIRECT LENDING FUND III | FMV | $560,427 | $560,427 |
| AG EUROPE REALTY HOLDINGS II | FMV | $845,401 | $845,401 |
| AG MORTGAGE VALUE PARTNERS | FMV | $48,467 | $48,467 |
| AG NORTHWOODS XVI | FMV | $140,829 | $140,829 |
| AG NORTHWOODS XVIII | FMV | $275,240 | $275,240 |
| DAVIDSON KEMPNER IV | FMV | $511,911 | $511,911 |
| GRIFFIN GAMING PARTNERS | FMV | $546,012 | $546,012 |
| INSOLVE GLOBAL CREDIT FUND III | FMV | $519,926 | $519,926 |
| INSOLVE GLOBAL CREDIT FUND IV | FMV | $1,299,073 | $1,299,073 |
| JP MORGAN DIGITAL GROWTH FUND II | FMV | $110,641 | $110,641 |
| KAYNE ANDERSON REAL ESTATE III | FMV | $7,177 | $7,177 |
| KAYNE ANDERSON REAL ESTATE IV | FMV | $244,302 | $244,302 |
| KAYNE ANDERSON REAL ESTATE V | FMV | $386,704 | $386,704 |
| LANDMARK EQUITY PARTNERS XV | FMV | $96,818 | $96,818 |
| LANDMARK EQUITY PARTNERS XVI | FMV | $640,188 | $640,188 |
| LANDMARK REAL ESTATE PARTNERS VIII | FMV | $477,486 | $477,486 |
| REDCAR FUND I | FMV | $811,048 | $811,048 |
| STARWOOD OPPORTUNITY FUND IX | FMV | $94,775 | $94,775 |
| STARWOOD OPPORTUNITY FUND X | FMV | $180,833 | $180,833 |
| STARWOOD OPPORTUNITY FUND XI | FMV | $839,596 | $839,596 |
| COMMONFUND CAPITAL INTL PARTNERS | FMV | $37,399 | $37,399 |
| GLOBAL ENVIRONMENT FUND | FMV | $1,446,326 | $1,446,326 |
| DAVIDSON KEMPNER V | FMV | $1,053,567 | $1,053,567 |
| MOLECULE VENTURES GLOBAL CARBON FUND | FMV | $283,781 | $283,781 |
| MOLECULE VENTURES LP | FMV | $880,963 | $880,963 |
| THE EQUITY ALLIANCE FUND I | FMV | $64,088 | $64,088 |
| ASF IX EU S.C.S., SICAV-RAIF | FMV | $200,285 | $200,285 |
| FUTURE VENTURES III | FMV | $150,645 | $150,645 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $10,263 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,263 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENT PRINCIPAL | $250,000 | $250,000 | $250,000 |
| DEFERRED TAX ASSET | $32,189 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CURRENCY LOSS | $1,561 | $1,561 | $0 |
| PAYROLL PROCESSING FEES | $9,458 | $0 | $9,458 |
| OFFICE SUPPLIES | $920 | $0 | $920 |
| DUES AND SUBSCRIPTIONS | $9,301 | $0 | $9,301 |
| ISRAEL OFFICE PROGRAM | $24,263 | $0 | $24,263 |
| INSURANCE | $14,739 | $0 | $14,739 |
| TELEPHONE | $1,462 | $0 | $1,462 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME K-1 | $11,787 | $11,787 | $11,787 |
| PARTNERSHIP INCOME K-1 UBI | $3,106 | $0 | $0 |
| JP MORGAN OTHER INCOME | $3,478 | $3,478 | $3,478 |
| FEDERAL EXCISE TAX REFUND | $25,489 | $25,489 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/(LOSSES) ON INVESTMENTS | Desc |
| Amt | $6,366,179 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $88,490 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT SERVICES | $2,467 | $0 | $2,467 |
| OTHER CONSULTANTS | $49,151 | $3,678 | $45,473 |
| INVESTMENT MANAGEMENT, CONSULTING AND CUSTODIAL FEES | $420,602 | $45,389 | $371,275 |
| PARTNERSHIP INVESTMENTS K-1 | $117,799 | $117,799 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $59,785 | $59,785 | $0 |
| K-1 PARTNERSHIP INVESTMENTS FOREIGN TAXES PAID | $19 | $19 | $0 |
| PAYROLL TAXES | $38,282 | $1,664 | $36,619 |