RICHARD MEIER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
RICHARD MEIER FOUNDATION (EIN 13-3978415)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202403209349105915
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T14:03:51-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11133 WESTCHESTER AVE SUITE N-328AddressLine1Txt
CityWHITE PLAINSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133978415EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RICHARD MEIER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone2129676060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1475 TENTH AVENUE 6TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD MEIERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2129676060PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAKEEL HUSSAINPreparerPersonNm
PTINP01352370PTIN
Phone9149492990PhoneNum
Preparation2024-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,904,359FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,488InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,488InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$77,612DividendsRevAndExpnssAmt
Dividends Net Invst Incm$77,612DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$54,225NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,740,282GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$54,225CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$586,325OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$586,325OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$722,650TotalRevAndExpnssAmt
Total Net Invst Incm$722,650TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$62,443LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$62,443LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,920AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,920AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$129,711OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$67,567OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$62,144OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$613TaxesRevAndExpnssAmt
Taxes Net Invst Incm$613TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,188OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,188OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,000OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$210,875TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$78,368TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$132,507TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$486,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$486,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$696,875TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$78,368TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$618,507TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$25,775ExcessRevenueOverExpensesAmt
Net Investment Income$644,282NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$149,197CashBOYAmt
Cash EOY$112,080CashEOYAmt
Cash EOYFMV$112,080CashEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$989,039USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,018,045USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,158,737CorporateStockBOYAmt
Corporate Stock EOY$4,264,151CorporateStockEOYAmt
Corporate Stock EOYFMV$7,905,340CorporateStockEOYFMVAmt
Other Investments BOY$1,600,000OtherInvestmentsBOYAmt
Other Investments EOY$1,568,439OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,868,894OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,907,934TotalAssetsBOYAmt
Total Assets EOY$6,933,709TotalAssetsEOYAmt
Total Assets EOYFMV$12,904,359TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,907,934CapitalStockBOYAmt
Capital Stock EOY$6,933,709CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,907,934TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,933,709TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,907,934TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,933,709TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,907,934TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$25,775ExcessRevenueOverExpensesAmt
Other Increases$1,000,000OtherIncreasesAmt
Subtotal$6,933,709SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,933,709TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$1,740,282$1,646,280$94,002$94,002
EP CONCENTRATED EQUITY STRATEGIES$39,777-$39,777-$39,777P
FieldValueIRS element (for citing)
Capital Gain Net Income$54,225CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,956InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,956SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,956TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,379EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,379TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,423OverpaymentAmt
Applied To ES Tax$3,423AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2129676060PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1475 TENTH AVENUE 6TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD MEIER
475 TENTH AVENUE FL6NEW YORKNY10018TRUSTEE1.00$0$0$0
ANA MEIER
165 CHARLES STREET 15TH FLNEW YORKNY10014TRUSTEE1.00$0$0$0
DANIEL CREIGHTON
165 CHARLES STREET 15TH FLNEW YORKNY10014TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,399,866AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$481,468AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,749,426FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,630,760TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,630,760AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$174,461CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,456,299NetVlNoncharitableAssetsAmt
Minimum Investment Return$572,815MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$572,815MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,956TaxBasedOnInvestmentIncomeAmt
Total Tax$8,956TotalTaxAmt
Distributable Before Adj$563,859DistributableBeforeAdjAmt
Recoveries Qualfied Distri$1,000,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,563,859DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,563,859DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$618,507ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$618,507QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,563,859DistributableAsAdjustedAmt
Undistributed Income PY$444,809UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$618,507QualifyingDistributionsAmt
Applied To Year1$444,809AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$173,698AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,390,161UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD MEIERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRICHARD MEIERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1475 TENTH AVENUE FL6AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2129676060RecipientPhoneNum
Form And Info And MaterialsAT THE PRESENT TIME, THE FOUNDATION IS NOT MAKING GIFTS OTHER THAN TO 501(C)(3) ORGANIZATIONS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO ESTABLISHED DEADLINES AT THE PRESENT TIME.SubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS ON GRANTS OR GIFTS TO 501(C)(3) ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN ACADEMY OF ARTS & SCIENCE
136 IRVING STREETCAMBRIDGEMA02138PCANNUAL FUND$10,000
AMERICAN FRIENDS OF MUSEUMS IN ISRAEL
405 LEXINGTON AVENUE 7TH FL SUITENEW YORKNY10174PCGENERAL SUPPORT$5,000751
AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC
122 EAST 42ND STREET SUITE 4507NEW YORKNY10168PCGENERAL SUPPORT$5,000
AMERICAN RED CROSS DEVELOPMENT OFFICE
520 WEST 49TH STREETNEW YORKNY10019PCGENERAL SUPPORT$1,000
ANYONE CORPORATION
1133 BROADWAY SUITE 330NEW YORKNY10010PCGENERAL SUPPORT$5,000
CENTRAL PARK CONSERVANCY (WOMEN'S COMMITTEE)
14 EAST 60TH STREETNEW YORKNY10022PCGENERAL SUPPORT$10,000
CHILDREN OF UKRAINE FOUNDATION
8 SPRUCE ST 67BNEW YORKNY10038PCGENERAL SUPPORT$5,000
CITY AND COUNTRY SCHOOL
146 WEST 13TH STREETNEW YORKNY10011PCGENERAL SUPPORT$15,000
CITY HARVEST
150 52ND STREETBROOKLYNNY112324317PCGENERAL SUPPORT$500
DIA ART FOUNDATION
535 WEST 22ND STREETNEW YORKNY10011PCLEADERSHIP COUNCIL$20,000
FRIENDS OF HUDSON RIVER PARK
353 WEST ST PIER 40 2ND FLOORNEW YORKNY10014PCGENERAL SUPPORT$5,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
95 MAIN STREETEAST HAMPTONNY119372714PCGENERAL SUPPORT$1,000
GLOBAL FUND FOR CHILDREN
1411 K ST STE 1200WASHINGTONDC20005PCGENERAL SUPPORT$3,000
GOOD INSTITUTE
475 TENTH AVENUE 6TH FLOORNEW YORKNY10018PCGENERAL SUPPORT$75,000
GROUP FOR THE EAST END
POST OFFICE BOX 1792SOUTHOLDNY11971PCGENERAL SUPPORT$500
GUILD HALL OF EAST HAMPTON
158 MAIN STREETEAST HAMPTONNY11937PCANNUAL FUND$5,000
HOMESCHOOL NOW - KAUAI
PO BOX 223363PRINCEVILLEHI96722PCGENERAL SUPPORT$100,000
HOSPITAL FOR SPECIAL SURGERY (HSS) FOUNDATION
535 EAST 70TH STREETNEW YORKNY10021PCGENERAL SUPPORT$5,000
JEWISH COMMUNAL FUND
PO BOX 5609HICKSVILLENY11802PCRICHARD MEIER PHILANTHROPIC FUND$100,000
JEWISH NATIONAL FUND
PO BOX 5609HICKSVILLENY11802PCGENERAL SUPPORT$5,000
MOUNT SINAI MEDICAL CENTER
4300 ALTON RD ASCHER BLDG 100MIAMI BEACHFL33140PCSOCIETY OF MOUNT SINAI$50,000
NATURE CONSERVANCY OF LONG ISLAND
4245 N FAIRFAX DRIVE SUITE 100ARLINGTONVA222031606PCGENERAL SUPPORT$10,000
PARRISH ART MUSEUM
279 MONTAUK HWYWATER MILLNY11976PCANNUAL FUND$2,000
SOLOMON R GUGGENHEIM FOUNDATION
1071 FIFTH AVENUENEW YORKNY10128PCANNUAL FUND$5,000
THE ASPEN INSTITUTE
2300 N STREET NW SUITE 700WASHINGTONDC20037PCGENERAL SUPPORT$1,000
THE LADIES' VILLAGE IMPROVEMENT SOCIETY
95 MAIN STREETEAST HAMPTONNY119372714PCGENERAL SUPPORT$1,000
THE METROPOLITAN MUSEUM OF ART
1000 5TH AVENUENEW YORKNY10028PCGENERAL SUPPORT$5,000
THE MUSEUM OF MODERN ART (MOMA)
11 WEST 53RD STREETNEW YORKNY10019PCGENERAL SUPPORT$5,000
THE NEW YORK STEM CELL FOUNDATION
619 WEST 54TH STREETNEW YORKNY10019PCSUSAN SOLOMON CENTER FOR PRECISION MEDICINE$10,000
THE WATERMILL CENTER
39 WATERMILL TOWD ROADWATER MILLNY11976PCLIBRARY OF INSPIRATION$10,000
WHITNEY MUSEUM OF AMERICAN ART
945 MADISON AVENUENEW YORKNY10021PCANNUAL FUND$10,000
WORLD WILDLIFE FOUNDATION (WWF)
1250 24TH STREET NWWASHINGTONDC20037PCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$486,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,488ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$77,612ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$586,325ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$54,225ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$722,650ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$722,650TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRETURN PREPARATION AND TAX COMPLIANCECategoryTxt
Amt$6,920Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,920DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADOBE SYS INC COM$114,592$258,924
AIR PRODUCTS AND CHEMICALS INC$68,295$79,950
AIRBNB INC CL A COM$184,469$221,091
ALPHABET INC$71,513$194,624
AMAZON$117,893$194,483
AMERICAN TOWER CORP$86,537$135,141
ANALOG DEVICES INC$71,262$126,681
AON PLC SHS$97,868$146,383
APOLLO GLOBAL MGMT$54,878$81,448
APPLE INC$45,168$190,605
ASML HLDG N V N Y REGISTRY$188,343$229,347
ASML HOLDING NV$42,128$52,227
BERKSHIRE HATHAWAY INC$58,317$67,409
BLACKSTONE INC$155,758$214,316
BLCKSTONE INC$27,368$126,338
CHIPOTLE MEXICAN GRILL INC$121,750$214,974
CSX CORP$18,525$77,591
DANAHER CORP COM$160,620$184,147
DR HORTON INC$22,108$114,289
ELI LILLY & CO$101,221$238,414
EQT CORP$63,700$65,722
EVALANCE HEALTH INC$81,022$130,150
HOME DEPOT INC$11,350$13,515
ILLUMANA INC$154,462$123,784
INTUIT COM$128,915$290,639
INTUITIVE SURGICAL INC$63,198$229,067
JPMORGAN CHASE & CO$44,012$91,854
LAUDER ESTEE COS INC$193,427$157,950
LENNAR CORP COM$19,930$110,737
LILLY ELI & CO COM$104,941$164,383
LULULEMON ATHLETICA INC$126,597$195,824
MICROSOFT CORP$25,543$325,651
MICROSOFT CORP COM$103,621$239,537
MOTOROLA SOLUTIONS INC$53,481$145,274
MSCI INC$81,076$87,110
NETFLIX INC$174,275$286,285
NEXTERA ENERGY INC$68,855$69,547
NVIDIA CORP$38,469$300,599
NVIDIA CORPORATION$65,343$197,098
ORACLE CORP$23,535$84,766
PIONEER NATURAL RESOURCES CO$31,606$31,258
PROLOGIS INC$27,915$33,725
RAYTHEON CORPORATION$51,725$71,267
S&P GLOBAL INC$47,920$189,424
SERVICENOW INC$199,790$274,118
THERMO FISHER SCIENTIFIC$57,942$105,627
T-MOBILE US INC$78,226$164,819
UBER TECHNOLOGIES$91,517$98,943
UBER TECHNOLOGIES INC$38,175$52,335
UNION PAC CORP$64,503$90,879
VISA INC$100,127$288,468
VISA INC$40,340$46,603

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$989,039USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,018,045USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ABSOLUTE RETURN STRATEGIES TWO LTDAT COST$600,000$1,769,894
CONCENTRATED EQUITY STRATEGIES L.P.AT COST$968,439$2,099,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL GOVERNANCE AND COUNSELCategoryTxt
Legal Fees$62,443LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$62,443DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$1,000$0$1,000
OTHER INVESTMENT EXPENSES - PASS THRU$10,188$10,188$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCORNELL UNIVERSITY - EARNINGS ON PRIOR GRANT RETURNEDDesc
Revenue And Expenses Per Books$586,325RevenueAndExpensesPerBooksAmt
Net Investment Income$586,325NetInvestmentIncomeAmt
Adjusted Net Income$586,325AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURN OF PRIOR YEAR GRANTDesc
Amt$1,000,000Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT$67,567$67,567$0
DONATION ADVISORY CONSULTING$62,144$0$62,144

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$302$302$0
BACKUP WITHHOLDING$9$9$0
FOREIGN TAXES FROM PASS THRU$302$302$0

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