ACHELIS AND BODMAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ACHELIS AND BODMAN FOUNDATION (EIN 13-6022018)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349102364
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets 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 | 2024-11-15T09:18:39-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | 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 | 136022018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ACHELIS & BODMAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO MANICE & BUDD LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACHE | BusinessNameControlTxt |
| Phone | 2126440322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE 2803 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HORACE I CRARY JR | PersonNm |
| Person Title | TREASURER/TRUSTEE | PersonTitleTxt |
| Phone | 2126440322 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | PhoneNum |
| 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 | $137,130,810 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,837,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,565,761 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,573,213 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,282,670 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,225,224 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $982,598 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $568,427 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,049 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,393,536 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,359,412 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,049 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $350,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $332,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $98,860 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,886 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $88,974 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $72,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,200 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $64,800 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $84,340 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $312,256 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $272,256 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $123,451 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $126,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,667 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $112,832 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,283 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $101,549 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,193 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $410 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,783 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,710 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $235 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,475 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,710 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,007,626 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,841 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,206,601 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,471,514 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $665,922 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,670,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,670,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,876,601 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,471,514 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,335,922 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,483,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,887,898 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,049 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $456,367 | CashBOYAmt |
| Cash EOY | $180,240 | CashEOYAmt |
| Cash EOYFMV | $180,240 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,206,212 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,083,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,083,528 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,934,416 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,545,866 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,545,866 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $118,218,211 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $128,294,176 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $128,294,176 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $54,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $27,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $128,869,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,130,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $137,130,810 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $128,869,206 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $137,130,810 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $128,869,206 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $137,130,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $128,869,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $137,130,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $128,869,206 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,483,065 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,744,669 | OtherIncreasesAmt |
| Subtotal | $137,130,810 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $137,130,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $15,282,670 | $12,709,457 | $2,573,213 | $2,573,213 |
| BRIGHTWOOD CAPITAL SBIC II LP | P | $18,248 | $18,248 | ||
| CYPRIUM INVESTORS IV AIV I LP | P | $1,569 | $1,569 | ||
| FORWARD VENTURES IV LP | P | -$89,552 | -$89,552 | ||
| HIGHCLERE INTERNATIONAL | P | -$64,372 | -$64,372 | ||
| MCR HOSPITALITY FUND LP | P | $52,453 | $52,453 | ||
| NEW CANAAN FUNDING MEZZANINE V SBIC LP | P | $89,549 | $89,549 | ||
| NEW CANAAN FUNDING MEZZANINE VI SBIC LP | P | -$6,678 | -$6,678 | ||
| PATHSTONE PMA INC | P | $19,919 | $19,919 | ||
| PRIVATE ADVISORS REAL ASSETS FUND III | P | $30,594 | $30,594 | ||
| PRIVATE ADVISORS SECONDARY FUND V LP | P | $107,907 | $107,907 | ||
| PRIVATE ADVISORS SECONDARY FUND VI LP | P | $303,273 | $303,273 | ||
| RCP SECONDARY OPPORTUNITY FUND II, LP | P | $20,090 | $20,090 | ||
| SEACOAST CAPITAL PARTNERS III | P | $729 | $729 | ||
| SEACOAST CAPITAL PARTNERS IV LP | P | -$178,411 | -$178,411 | ||
| TIFF PRIVATE EQUITY PARTNERS 2005 | P | -$40,139 | -$40,139 | ||
| TIFF PRIVATE EQUITY PARTNERS 2006 | P | -$53,724 | -$53,724 | ||
| TIFF PRIVATE EQUITY PARTNERS 2007 | P | $6,662 | $6,662 | ||
| TIFF PRIVATE EQUITY PARTNERS 2008 | P | -$25,959 | -$25,959 | ||
| TIFF PRIVATE EQUITY PARTNERS 2009 | P | $16,949 | $16,949 | ||
| TIFF PRIVATE EQUITY PARTNERS 2012 | P | $68,248 | $68,248 | ||
| TIFF PRIVATE EQUITY PARTNERS 2013 | P | $22,079 | $22,079 | ||
| TIFF PRIVATE EQUITY PARTNERS 2014 | P | $26,927 | $26,927 | ||
| TIFF PRIVATE EQUITY PARTNERS 2015 | P | $350,722 | $350,722 | ||
| TIFF SPECIAL OPPORTUNITIES FUND | P | $109,404 | $109,404 | ||
| VERDAD JAPAN FUND LP | P | $91,974 | $91,974 | ||
| LESS: AMOUNT ATTRIBUTABEL TO UBI | P | -$226,450 | -$226,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,225,224 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,225,224 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67,942 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $67,942 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $67,942 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $140,000 | 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 | $140,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $72,058 | OverpaymentAmt |
| Applied To ES Tax | $72,058 | 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 | 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.ACHELISBODMAN.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2126440322 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 0 | 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 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| RUSSELL P PENNOYER | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | PRESIDENT/TRUSTEE | 3.00 | $0 | $0 | $0 |
| TATIANA POUSCHINE | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | VICE PRESIDENT/TRUSTEE | 3.00 | $0 | $0 | $0 |
| JOHN N IRWIN III | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | CHAIRMAN/TRUSTEE | 3.00 | $0 | $0 | $0 |
| HORACE I CRARY JR | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | TREASURER/TRUSTEE | 3.00 | $0 | $0 | $0 |
| GEORGE MCCABE | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| LESLIE LENKOWSKY | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MAGDALENA ZAVALIA DE MIGUENS | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| OLIVER GRACE | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| JOHN B KRIEGER | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | EXECUTIVE DIRECTOR/SECRETARY | 40.00 | $350,000 | $42,000 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI PULUSO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANTS MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $56,156 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|
| PATHSTONE | |||||
| 24 FEDERAL STREET 8TH FLOOR | BOSTON | MA | 02110 | INV. ADVISORY FEES | $193,757 |
| CONDON O'MEARA MCGINTY & DONNELLY | |||||
| 1 BATTERY PARK PLAZA 7TH FLOOR | NEW YORK | NY | 10004 | AUDIT/TAX SERVICES | $58,340 |
| FIRST REPUBLIC | |||||
| 225 BROADWAY | NEW YORK | NY | 10007 | INV. ADVISORY FEES | $57,629 |
| 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 | $7,430,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,112,858 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $123,256,194 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $133,799,956 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $133,799,956 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,006,999 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $131,792,957 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,589,648 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,589,648 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,942 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67,942 | TotalTaxAmt |
| Distributable Before Adj | $6,521,706 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,521,706 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,521,706 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,335,922 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,335,922 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,521,706 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $489,557 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $596,926 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $558,556 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $417,573 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,062,612 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,335,922 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,521,706 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $814,216 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,876,828 | 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 | $489,557 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,387,271 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $596,926 | ExcessFromYear4Amt |
| Excess From Year3 | $558,556 | ExcessFromYear3Amt |
| Excess From Year1 | $417,573 | ExcessFromYear1Amt |
| Excess From Current Year | $814,216 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN B KRIEGER EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVE SUITE 2803 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2126440322 | RecipientPhoneNum |
| Form And Info And Materials | NONPROFIT ORGANIZATIONS BASED IN NEW YORK CITY AND NORTHERN NEW JERSEY THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FALL WITHIN THE PROGRAM AREAS OF THE FOUNDATION ARE WELCOME TO SUBMIT AN INQUIRY OR PROPOSAL LETTER BY EMAIL TO APPLICATION@ACHELISBODMAN.ORG. (PLEASE DO NOT SEND FULL PROPOSALS UNLESS REQUESTED.) AN INITIAL INQUIRY TO THE ACHELIS AND BODMAN FOUNDATION SHOULD INCLUDE ONLY THE FOLLOWING ITEMS: 1. A PROPOSAL LETTER THAT BRIEFLY SUMMARIZES THE HISTORY OF THE PROJECT, NEED, OBJECTIVES, TIME PERIOD, KEY STAFF, PROJECT BUDGET, AND EVALUATION PLAN. 2. LATEST ANNUAL REPORT. 3. LATEST COMPLETE AUDITED FINANCIAL STATEMENTS. 4. IRS 501(C)(3) TAX-EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GENERALLY DOES NOT MAKE GRANTS FOR THE FOLLOWING PURPOSES OR PROGRAM AREAS: -NONPROFIT ORGANIZATIONS OUTSIDE OF NEW YORK AND NEW JERSEY -ANNUAL APPEALS, DINNER FUNCTIONS, AND FUNDRAISING EVENTS -ENDOWMENTS AND CAPITAL CAMPAIGNS -LOANS AND DEFICIT FINANCING -DIRECT GRANTS TO INDIVIDUALS -INDIVIDUAL DAY-CARE AND AFTER-SCHOOL PROGRAMS -HOUSING -ORGANIZATIONS OR PROJECTS BASED OUTSIDE THE U.S. -SMALL ART, DANCE, MUSIC, AND THEATER GROUPS -INDIVIDUAL K-12 SCHOOLS (EXCEPT CHARTER SCHOOLS) -NATIONAL HEALTH AND MENTAL HEALTH ORGANIZATIONS -GOVERNMENT AGENCIES OR NONPROFIT ORGANIZATIONS SIGNIFICANTLY FUNDED OR REIMBURSED BY GOVERNMENT AGENCIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (162 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN BALLET THEATRE | ||||||||||||
| 890 BROADWAY | NEW YORK | NY | 100031278 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC | ||||||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $1,250 | |||||
| AMERICAN PUBLIC MEDIA | ||||||||||||
| 480 CEDAR STREET | SAINT PAUL | MN | 55101 | NONE | PC | TO ADAPT THE SOLD A STORY PODCAST INTO SPANISH | $50,000 | |||||
| AMERICAN REPERTORY BALLET | ||||||||||||
| 301 N HARRISON STREET | PRINCETON | NJ | 08540 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| AMERICANS FOR FAIR TREATMENT | ||||||||||||
| 225 STATE STREET | HARRISBURG | PA | 17101 | NONE | PC | ACTIVITIES IN NEW YORK, NEW JERSEY | $25,000 | |||||
| AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY | ||||||||||||
| 134 NASSAU STREET | PRINCETON | NJ | 08542 | NONE | PC | PRINCETON INITIATIVE IN CATHOLIC | $50,000 | |||||
| ARCHDIOCESE OF NEWARK MERCY HOUSE | ||||||||||||
| THE RESPECT LIFE OFFICE | NEWARK | NJ | 07140 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| ASSOCIATION OF AMERICAN EDUCATORS | ||||||||||||
| 25909 PALA PLACE | MISSION VIEJO | CA | 92691 | NONE | PC | NEW JERSEY CHAPTER | $25,000 | |||||
| ATLAS NETWORK | ||||||||||||
| TWO LIBERTY CENTER 4075 WILSON | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | BOULEVARD SUITE 310 | ||||
| BILLION OYSTER PROJECT | ||||||||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| BIPARTISAN POLICY CENTER | ||||||||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | PC | PRESIDENTIAL LEADERSHIP INITIATIVE | $50,000 | |||||
| BOWERY MISSION | ||||||||||||
| 90 LAFAYETTE STREET | NEW YORK | NY | 10013 | NONE | PC | MONT LAWN CITY CAMP | $50,000 | |||||
| BOYS & GIRLS CLUB OF MARTIN COUNTY | ||||||||||||
| PO BOX 910 | HOBE SOUND | FL | 33475 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| BRAIN INJURY ALLIANCE OF NEW JERSEY | ||||||||||||
| 825 GEORGES ROAD | NORTH BRUNSWICK | NJ | 08902 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| BRICK PRESBYTERIAN CHURCH | ||||||||||||
| 62 EAST 92ND STREET | NEW YORK | NH | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| BRONX SCHOOL FOR MUSIC | ||||||||||||
| 3348 PERRY AVENUE | BRONX | NY | 10467 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| BROOKLYN BOTANIC GARDEN | ||||||||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| BROOKLYN HOSPITAL FOUNDATION | ||||||||||||
| 121 DEKALB AVENUE | BROOKLYN | NY | 11201 | NONE | PC | MEDICAL EQUIPMENT | $25,000 | |||||
| BROOKLYN JESUIT PREP | ||||||||||||
| 925 EAST 37TH STREET | BROOKLYN | NY | 11210 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| BROOKLYN WORKFORCE INNOVATIONS | ||||||||||||
| 621 DEGRAW STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| BUCKLEY INSTITUTE | ||||||||||||
| 234 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| BUILD | ||||||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PC | BUILD NYC | $25,000 | |||||
| CANCER HOPE NETWORK | ||||||||||||
| TWO NORTH ROAD SUITE A | CHESTER | NJ | 07930 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| CAPITAL RESEARCH CENTER | ||||||||||||
| 1513 - 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $2,250 | |||||
| CAREGIVER VOLUNTEERS OF CENTRAL JERSEY | ||||||||||||
| 201 HOOPER AVENUE | TOMS RIVER | NJ | 08753 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| CARINGKIND | ||||||||||||
| 360 LEXINGTON AVENUE THIRD FLOOR | NEW YORK | NY | 10017 | NONE | PC | MINORITY OUTREACH | $50,000 | |||||
| CARNEGIE HALL SOCIETY | ||||||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| CARNEGIE HALL SOCIETY | ||||||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | MUSICAL CONNECTIONS PROGRAM | $25,000 | |||||
| CATHOLIC SCHOOLS FOUNDATION | ||||||||||||
| 67 BATTERYMARCH STREET | BOSTON | MA | 02110 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| CENTER FOR HEARING AND COMMUNICATION | ||||||||||||
| 50 BROADWAY 6TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | FAMILY RESOURCE CENTER | $50,000 | |||||
| CENTER FOR JEWISH HISTORY | ||||||||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | PC | JEWISH PUBLIC HISTORY FORUM | $50,000 | |||||
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER | ||||||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |||||
| CHRISTODORA | ||||||||||||
| 1 EAST 53RD STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL OPERATING SUPPORT | $12,000 | |||||
| CLARION MUSIC SOCIETY | ||||||||||||
| 119 EAST 74TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |||||
| CO2 COALITION | ||||||||||||
| 1621 NORTH KENT STREET | ARLINGTON | VA | 22209 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| COMMITTEE TO PROTECT JOURNALISTS | ||||||||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | NONE | PC | JOURNALIST ASSISTANCE PROGRAM | $50,000 | |||||
| COMMON GOOD INSTITUTE | ||||||||||||
| 222 EAST 46TH STREET SUITE 401 | NEW YORK | NY | 10017 | NONE | PC | REMOVING PUBLIC UNION CONTROL OVER | $50,000 | |||||
| COMMUNITY HELP IN PARK SLOPE | ||||||||||||
| 200 FOURTH STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| COMMUNITY HELP IN PARK SLOPE | ||||||||||||
| 200 FOURTH STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| COMPETITIVE ENTERPRISE INSTITUTE | ||||||||||||
| 1310 L STREET NW 7TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| CRISTO REY NEW YORK HIGH SCHOOL | ||||||||||||
| 112 EAST 106TH STREET | NEW YORK | NY | 10029 | NONE | PC | FINANCIAL AID | $50,000 | |||||
| CROSSROADS4HOPE | ||||||||||||
| 3 CROSSROADS DRIVE | BEDMINSTER | NJ | 07921 | NONE | PC | SUPPORT 4 FAMILIES | $30,000 | |||||
| CUNY - DEPARTMENT OF POLITICAL SCIENCE | ||||||||||||
| 160 CONVENT AVENUE NAC 4/136 | NEW YORK | NY | 10031 | NONE | PC | DANIEL PATRICK MOYNIHAN CENTER | $75,000 | |||||
| DARTMOUTH NATURAL RESOURCES TRUST | ||||||||||||
| 404 ELM STREET | DARTMOUTH | MD | 02748 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| DE LA SALLE ACADEMY | ||||||||||||
| 332 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| DOCTORS WITHOUT BORDERS USA | ||||||||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | PC | EARTHQUAKE RELIEF | $25,000 | |||||
| DOMINICAN ACADEMY | ||||||||||||
| 44 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PC | SCHOLARSHIPS | $50,000 | |||||
| DONORS TRUST & DONORS CAPITAL FUND | ||||||||||||
| 1800 DIAGONAL STREET SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | PC | THE 1940 FUND | $100,000 | |||||
| DRESS FOR SUCCESS CENTRAL NEW JERSEY | ||||||||||||
| 3131 PRINCETON PIKE | LAWRENCEVILLE | NJ | 08648 | NONE | PC | EMPLOYMENT PROGRAM FOR FEMALE | $25,000 | |||||
| ELM PROJECT | ||||||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | PC | 2023 CAMP AMERIKIDS | $30,000 | |||||
| ETHICS AND PUBLIC POLICY CENTER | ||||||||||||
| 1730 M STREET NW SUITE 91 | WASHINGTON | DC | 20036 | NONE | PC | DAVID NETWORK | $50,000 | |||||
| FORT TICONDEROGA | ||||||||||||
| PO BOX 390 | TICONDEROGA | NY | 12883 | NONE | PC | CENTER FOR DIGITAL HISTORY | $25,000 | |||||
| FOUNDATION FOR CULTURAL REVIEW | ||||||||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | THE NEW CRITERION | $2,000 | |||||
| FOUNDATION FOR CULTURAL REVIEW | ||||||||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | THE NEW CRITERION | $50,000 | |||||
| FOUNDATION FOR RESEARCH ON EQUAL OPPORTUNITY | ||||||||||||
| 201 WEST FIFTH STREET | AUSTIN | TX | 78701 | NONE | PC | CLOSURE OF THE INDIAN POINT NUCLEAR | $50,000 | |||||
| FREEDOM HOUSE | ||||||||||||
| 1850 M STREET NW | WASHINGTON | DC | 20036 | NONE | PC | STOPPING TRANSNATIONAL REPRESSION IN THE UNITED STATES | $50,000 | |||||
| FRIENDS OF THE LOBKOWICZ COLLECTIONS | ||||||||||||
| PO BOX 814 | DOVER | MD | 02030 | NONE | PC | ANTONN DVOK BIRTH HOUSE, MOZART | $100,000 | |||||
| FRIENDS OF THE LOBKOWICZ COLLECTIONS | ||||||||||||
| PO BOX 814 | DOVER | MD | 02030 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| FRIENDS OF UNITED HATZALAH | ||||||||||||
| 442 FIFTH AVENUE SUITE 1866 | NEW YORK | NY | 10018 | NONE | PC | ISRAEL RELIEF | $25,000 | |||||
| FUTURES IN EDUCATION FOUNDATION | ||||||||||||
| 243 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | NONE | PC | SCHOLARSHIPS | $60,000 | |||||
| GILDER LEHRMAN INSTITUTE OF AMERICAN | ||||||||||||
| 49 WEST 45TH STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |||||
| GIRLS ON THE RUN NJ EAST | ||||||||||||
| PO BOX 896 | MILBURN | NY | 07041 | NONE | PC | EVERY GIRL CAN RUN IN NEWARK | $20,000 | |||||
| GREENWICH COUNTRY DAY SCHOOL | ||||||||||||
| 401 OLD CHURCH ROAD | GREENWICH | CT | 06830 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| GREENWICH COUNTRY DAY SCHOOL | ||||||||||||
| 401 OLD CHURCH ROAD | GREENWICH | CT | 06830 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| HANDS IN 4 YOUTH | ||||||||||||
| 256 MACOPIN ROAD | WEST MILFORD | NJ | 07840 | NONE | PC | CAMP VACAMAS AND RELATED | $30,000 | |||||
| HAPPINESS IS CAMPING | ||||||||||||
| 62 SUNSET LAKE ROAD | HANDWICK | NJ | 07825 | NONE | PC | 2023 SUMMER CAMP | $30,000 | |||||
| HARLEM ACADEMY | ||||||||||||
| 655 ST NICHOLAS AVENUE | NEW YORK | NY | 10030 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| HARLEM EDUCATIONAL ACTIVITIES FUND | ||||||||||||
| 2090 SEVENTH AVENUETENTH FLOOR | NEW YORK | NY | 10027 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| HEALTHCARE CHAPLAINCY | ||||||||||||
| 500 SEVENTH AVENUE | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| HEARING HEALTH FOUNDATION | ||||||||||||
| PO BOX 1397 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| HENRY JACKSON SOCIETY | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | MILLBANK TOWER 21-24 | MILLBANK | MILLBANK | UK | |||||
| HETERODOX ACADEMY | ||||||||||||
| 82 NASSAU STREET | NEW YORK | NY | 10038 | NONE | PC | CAMPUS COMMUNITIES NETWORK AND | $100,000 | |||||
| HISTORIC LANDMARKS PRESERVATION CENTER | ||||||||||||
| 720 PARK AVENUE | NEW YORK | NY | 10021 | NONE | PC | NYC LANDMARKS60 ALLIANCE | $25,000 | |||||
| HOLY APOSTLES SOUP KITCHEN | ||||||||||||
| 296 NINTH AVENUE | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| HOSPITAL FOR SPECIAL SURGERY | ||||||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | RESEARCH ON JUVENILE | $150,000 | |||||
| HOSPITALITY PATHWAYS | ||||||||||||
| 205 WEST 76TH | STREET STATEN ISLAND | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| HOT BREAD KITCHEN | ||||||||||||
| 75 NINTH AVENUE | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| HOTCHKISS SCHOOL | ||||||||||||
| ALUMNI DEVELOPMENT OFFICE | LAKEVILLE | CT | 06039 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| HUDSON INSTITUTE | ||||||||||||
| 1201 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | 400 | ||||
| HUDSON INSTITUTE | ||||||||||||
| 1201 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | NONE | PC | RESEARCH AND ACTIVITIES ON RUSSIA AND | $125,000 | 400 | ||||
| HUDSON INSTITUTE | ||||||||||||
| 1201 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | NONE | PC | THE STRATEGIC IMPORTANCE OF THE U.S. | $125,000 | 400 | ||||
| HUDSON LINK FOR HIGHER EDUCATION IN | ||||||||||||
| PO BOX 862 | OSSINING | NY | 10562 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| HUDSON RIVER COMMUNITY SAILING | ||||||||||||
| HUDSON RIVER PARK AT 26TH ST | NEW YORK | NY | 10011 | NONE | PC | SAIL ACADEMY | $50,000 | |||||
| I CHALLENGE MYSELF | ||||||||||||
| 1216 BROADWAY 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| IDEAS BEYOND BORDERS | ||||||||||||
| 244 FIFTH AVENUE | NEW YORK | NY | 10001 | NONE | PC | INNOVATION HUB | $50,000 | |||||
| INDIANA UNIVERSITY FOUNDATION INSTITUTE FOR THE STUDY OF CONTEMPORARY | ||||||||||||
| 1101 EAST THIRD STREET | BLOOMINTON | IN | 47405 | NONE | PC | INSTITUTE FOR THE STUDY OF | $7,500 | |||||
| INNER-CITY SCHOLARSHIP FUND | ||||||||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | NONE | PC | SCHOLARSHIPS | $50,000 | |||||
| INSTITUTE FOR JUSTICE | ||||||||||||
| 901 N GLEBE ROAD | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| INTERNATIONAL DOCUMENTARY ASSOCIATION | ||||||||||||
| 3600 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | NONE | PC | JUICE: POWER, POLITICS AND THE GRID | $40,000 | |||||
| ISLAND HEALTH PROJECT | ||||||||||||
| PO BOX 344 | FISHER ISLAND | NY | 06390 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| JACKSON LABORATORY | ||||||||||||
| PO BOX 411423 | BOSTON | MD | 02241 | NONE | PC | RARE DISEASE TRANSLATIONAL CENTER | $100,000 | |||||
| JOBSFIRSTNYC | ||||||||||||
| 11 PARK PLACE | NEW YORK | NY | 10007 | NONE | PC | HEALTHCARE SECTOR NETWORK | $50,000 | |||||
| JOHN JAY SOCIETY | ||||||||||||
| 304 WEST 105TH STREET | NEW YORK | NY | 10025 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| JOYCE'S VOICE FOR CATS | ||||||||||||
| PO BOX 306 | YARDLEY | PA | 19067 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| KENYON COLLEGE | ||||||||||||
| GAMBIER OH 43022 | GAMBIER | OH | 43022 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| LEGAL INSURRECTION FOUNDATION | ||||||||||||
| 18 MAPLE AVENUE | BARRINGTON | RI | 02806 | NONE | PC | CRITICALRACE.ORG | $50,000 | |||||
| LIBRARY OF AMERICA | ||||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | FOR THE PRODUCTION OF TWO BOOKS: JOHN | $100,000 | |||||
| LIGHTHOUSE WORKS | ||||||||||||
| 1070 MONTAUK AVENUE | FISHER ISLAND | NY | 06390 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| LLC INTERNATIONAL FUND | ||||||||||||
| PO BOX 101787 | PASADENA | CA | 91189 | NONE | PC | PHILANTHROPIA JOURNAL | $4,000 | |||||
| LYRIC CHAMBER MUSIC SOCIETY | ||||||||||||
| 157 COLUMBUS AVENUE | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| MAGNUM FOUNDATION | ||||||||||||
| 59 EAST 4TH STREET 7W | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| MAKEHAVEN | ||||||||||||
| 770 CHAPEL STREET | NEW HAVEN | CT | 06510 | NONE | PC | SCHOLARSHIP PROGRAM | $25,000 | |||||
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | ENERGY POLICY | $150,000 | |||||
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |||||
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | K-12 EDUCATION POLICY | $100,000 | |||||
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | POLICING AND PUBLIC SAFETY INITIATIVE | $150,000 | |||||
| MANNES SCHOOL OF MUSIC THE NEW SCHOOL | ||||||||||||
| 55 WEST 13TH STREET | NEW YORK | NY | 10011 | NONE | PC | 2023-24 MANNES SOUNDS FESTIVAL | $50,000 | |||||
| MARINE PARK ALLIANCE | ||||||||||||
| 3000 FILLMORE AVENUE | BROOKLYN | NY | 11234 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| MERCY CENTER | ||||||||||||
| 1106 MAIN STREET | ASBURY PARK | NJ | 07712 | NONE | PC | FOOD PANTRY | $25,000 | |||||
| METROPOLITAN MUSEUM OF ART | ||||||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| METROPOLITAN OPERA ASSOCIATION | ||||||||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | LINDEMANN YOUNG ARTIST DEVELOPMENT | $50,000 | |||||
| MIDDLE EAST FORUM | ||||||||||||
| 1650 MARKET STREET | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| MINT THEATER COMPANY | ||||||||||||
| 412 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| MUSEUM OF THE AMERICAN REVOLUTION | ||||||||||||
| 101 SOUTH THIRD STREET | PHILADELPHIA | PA | 19106 | NONE | PC | PATRIOTS OF COLOR DIGITAL INTERACTIVE | $50,000 | |||||
| MYFACE | ||||||||||||
| 333 EAST 30TH STREET LOBBY UNIT | NEW YORK | NY | 10016 | NONE | PC | CENTER FOR CRANIOFACIAL CARE | $50,000 | |||||
| NASAREANORG | ||||||||||||
| 112 SOUTH MAIN STREET | STOWE | VT | 05672 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |||||
| NATIONAL PUBLIC RADIO | ||||||||||||
| 1111 NORTH CAPITOL STREET NE | WASHINGTON | DC | 20002 | NONE | PC | REPORTING ON UKRAINE | $2,000 | |||||
| NATURAL AREAS CONSERVANCY | ||||||||||||
| 1234 FIFTH AVENUE | NEW YORK | NY | 10029 | NONE | PC | CUNY INTERNSHIP AND STUDENT URBAN | $25,000 | |||||
| NAUMBURG ORCHESTRAL CONCERTS | ||||||||||||
| 300 CENTRAL PARK WEST APT 18H | NEW YORK | NY | 10024 | NONE | PC | SUMMER 2024 SERIES OF CONCERTS IN | $25,000 | |||||
| NETWORK FOR TEACHING ENTREPRENEURSHIP | ||||||||||||
| 120 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | NEW YORK CITY METRO PROGRAMS | $25,000 | |||||
| NEW CITY PARKS | ||||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | NONE | PC | NEW PARKS IN PATERSON AND JERSEY | $50,000 | |||||
| NEW CIVIL LIBERTIES ALLIANCE | ||||||||||||
| 1225 19TH STREET NW | WASHINGTON | WA | 10056 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| NEW JERSEY BALLET COMPANY | ||||||||||||
| 7-9 VREELAND ROAD | FLORHAM PARK | NJ | 07932 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| NEW YORK CARES | ||||||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | NEW YORK CARES COAT DRIVE | $25,000 | |||||
| NEW YORK CITY BALLET | ||||||||||||
| DAVID H KOCH THEATER | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| NEW YORK COMMON PANTRY | ||||||||||||
| 8 EAST 109TH STREET | NEW YORK | NY | 10029 | NONE | PC | FOOD PANTRY | $25,000 | |||||
| NEW-YORK HISTORICAL SOCIETY | ||||||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | TANG ACADEMY OF AMERICAN | $200,000 | |||||
| NEW-YORK HISTORICAL SOCIETY | ||||||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| PALM BEACH ATLANTIC UNIVERSITY | ||||||||||||
| 901 S FLAGLER DRIVE | WEST PALM BEACH | FL | 33401 | NONE | PC | RESTRICTED FUND | $10,000 | |||||
| PHIPPS NEIGHBORHOODS | ||||||||||||
| 902 BROADWAY | NEW YORK | NY | 10010 | NONE | PC | CAREER NETWORK | $50,000 | |||||
| PRAGER UNIVERSITY FOUNDATION | ||||||||||||
| 15021 VENTURA BOULEVARD | SHERMAN OAKS | CA | 91403 | NONE | PC | DOCUMENTARY ON CRIME IN INNER-CITY NEIGHBORHOODS | $50,000 | |||||
| PROSPECT PARK ALLIANCE | ||||||||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| PUBLIC THEATER | ||||||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | HUNTS POINT CHILDRENS SHAKESPEARE | $30,000 | |||||
| READING TEAM | ||||||||||||
| 2090 ADAM CLAYTON POWELL JR | NEW YORK | NY | 10027 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | BOULEVARD | ||||
| RED BULL THEATER | ||||||||||||
| 191 SEVENTH AVENUE | NEW YORK | NY | 10011 | NONE | PC | SHAKESPEARE IN SCHOOLS | $25,000 | |||||
| ROCKEFELLER UNIVERSITY | ||||||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10021 | NONE | PC | RESEARCH OF JIANKUN (JK) LYU, PH.D. | $500,000 | |||||
| ROSENWALD PARK CAMPAIGN | ||||||||||||
| 19 MAPLEWOOD PARK COURT | BETHESDA | MD | 20814 | NONE | PC | JULIUS ROSENWALD & ROSENWALD | $5,000 | |||||
| SAINT IGNATIUS SCHOOL | ||||||||||||
| 740 MANIDA STREET | BRONX | NY | 10474 | NONE | PC | FINANCIAL AID | $50,000 | |||||
| SCHOLARSHIP FUND FOR INNER-CITY CHILDREN | ||||||||||||
| 171 CLIFTON AVENUE | NEWARK | NJ | 07104 | NONE | PC | SCHOLARSHIPS | $60,000 | |||||
| SCHOOL OF AMERICAN BALLET | ||||||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| SENIOR CITIZENS ACTIVITIES NETWORK | ||||||||||||
| 180 ROUTE 35 SOUTH | EATONTOWN | NJ | 07724 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| SISTERS OF LIFE | ||||||||||||
| ST PAUL THE APOSTLE CONVENT 586 | YONKERS | NY | 10705 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | MCLEAN AVENUE | ||||
| ST JOHN'S BREAD AND LIFE | ||||||||||||
| 795 LEXINGTON AVENUE | BROOKLYN | NY | 11221 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| STUDENT FREE PRESS ASSOCIATION | ||||||||||||
| PO BOX 76 | HILLSDALE | MH | 49242 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |||||
| STUDENT SPONSOR PARTNERS | ||||||||||||
| 90 BROAD STREET | NEW YORK | NY | 10004 | NONE | PC | SCHOLARSHIPS | $60,000 | |||||
| SYRIAN AMERICAN MEDICAL SOCIETY FOUNDATION | ||||||||||||
| 1012 14TH ST NW | WASHINGTON | DC | 20005 | NONE | PC | EARTHQUAKE RELIEF | $25,000 | |||||
| TEXAS CHRISTIAN UNIVERSITY TCU | ||||||||||||
| BOX 298240 | FORTH WORTH | TX | 76129 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| THEATER BREAKING THROUGH BARRIERS | ||||||||||||
| 400 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | PC | HYBRID PLAYMAKERS INTENSIVE | $10,000 | |||||
| TWO RIVER THEATER COMPANY | ||||||||||||
| 21 BRIDGE AVENUE | RED BANK | NJ | 07701 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| UKRAINIAN MUSEUM | ||||||||||||
| 222 EAST 6TH STREET | NEW YORK | NY | 10003 | NONE | PC | SAFEGUARDING UKRAINIAN CULTURE | $50,000 | |||||
| VAN CORTLANDT PARK ALLIANCE | ||||||||||||
| 80 VAN CORTLANDT PARK SOUTH | BRONX | NY | 10463 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| VISITING NEIGHBORS | ||||||||||||
| 3 WASHINGTON SQUARE VILLAGE | NEW YORK | NY | 10012 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| VOICES OF ASCENSION CHORUS & ORCHESTRA | ||||||||||||
| 12 WEST 11TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| WALSH PARK BENEVOLENT CORP | ||||||||||||
| BOX 684 | FISHER ISLAND | NY | 06390 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| WENDE MUSEUM OF THE COLD WAR | ||||||||||||
| 10808 CULVER BOULEVARD | CULVER CITY | CA | 90230 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| WEST POINT ASSOCIATION OF GRADUATES | ||||||||||||
| 698 MILLS ROAD | WEST POINT | NY | 10996 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| WILD BIRD FUND | ||||||||||||
| 565 COLUMBUS AVENUE | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |||||
| WILD BIRD FUND | ||||||||||||
| 565 COLUMBUS AVENUE | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| YANKEE INSTITUTE FOR PUBLIC POLICY | ||||||||||||
| 216 MAIN STREET | HARTFORD | CT | 06106 | NONE | PC | CONNECTICUT CENTER FOR EDUCATIONAL | $50,000 | |||||
| YELLOWSTONE FOREVER | ||||||||||||
| PO BOX 1857 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| YMCA OF MONTCLAIR | ||||||||||||
| 25 PARK STREET | MONTCLAIR | NJ | 07042 | NONE | PC | BOYS AND YOUNG MEN OF COLOR | $25,000 | |||||
| YOUNG VOICES | ||||||||||||
| 1701 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | DISSIDENT PROJECT | $35,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,670,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $81,004 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $738,669 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $981,549 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $226,450 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,364,815 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| INCOME FROM LIMITED PARTNERSHIPS | 900099 | 14 | |
| OTHER INVESTMENT INCOME | 14 | $1,049 | |
| LESS: AMOUNT ATTRIBUTABLE TO UBI |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $307,454 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,086,082 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,393,536 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUDITING AND TAX SERVICES | $58,340 | $0 | $0 | $0 |
| BOOKKEEPING SERVICES | $26,000 | $0 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ZIMMER BIOMET HOLDINGS, INC | $377,270 | $377,270 |
| SS&C TECHNOLOGIES HOLDINGS INC | $384,993 | $384,993 |
| LIONS GATE ENTERTAINMENT B | $389,258 | $389,258 |
| LIVENT CORP | $115,072 | $115,072 |
| GRAPHIC PACKAGING HLDG CO | $401,795 | $401,795 |
| GENERAL MOTORS CO | $305,320 | $305,320 |
| SENSATA TECHNOLOGIES | $341,887 | $341,887 |
| ELANCO ANIMAL HEALTH INC | $464,880 | $464,880 |
| DEVON ENERGY CORP | $166,115 | $166,115 |
| MICRON TECHNOLOGY INC | $418,166 | $418,166 |
| MOHAWK INDS INC | $366,390 | $366,390 |
| INFINERA CORP | $139,137 | $139,137 |
| TOPGOLF CALLAWAY BRANDS CORP | $321,216 | $321,216 |
| INTERNATIONAL FLAVORS & FRAGRANCES | $132,629 | $132,629 |
| CARTER'S INC | $359,472 | $359,472 |
| ALPHABET INC | $294,543 | $294,543 |
| URBAN OUTFITTERS INC | $124,915 | $124,915 |
| REGIONS FINL CORP | $118,218 | $118,218 |
| BERKSHIRE HATHAWAY INC CL B | $395,893 | $395,893 |
| BAXTER INTERNATIONAL INC | $375,002 | $375,002 |
| WALT DISNEY CO | $322,787 | $322,787 |
| BANK OF AMERICA CORP | $404,040 | $404,040 |
| AXALTA COATING SYSTEMS LTD | $244,584 | $244,584 |
| CORNING INC | $360,833 | $360,833 |
| AVANTOR INC | $221,451 | $221,451 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (53 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RCP SECONDARY OPPORTUNITY FUND II, LP | FMV | $368,806 | $368,806 |
| SILVER POINT CAPITAL OFFSHORE FUND, LTD. | FMV | $4,581,645 | $4,581,645 |
| SEACOAST CAPITAL PARTNERS IV LP | FMV | $1,097,527 | $1,097,527 |
| RIVERSIDE ACCELERATION CAPITAL FUND II LP | FMV | $1,297,673 | $1,297,673 |
| RBC EMERGING MARKETS | FMV | $2,607,570 | $2,607,570 |
| SEACOAST CAPITAL PARTNERS III | FMV | $616,894 | $616,894 |
| TIFF PRIVATE EQUITY PARTNERS 2009 | FMV | $81,997 | $81,997 |
| TIFF PRIVATE EQUITY PARTNERS 2007 | FMV | $492,733 | $492,733 |
| TIFF PRIVATE EQUITY PARTNERS 2008 | FMV | $674,260 | $674,260 |
| QUINN OPPORTUNITIES OFFSHORE LTD | FMV | $1,458,675 | $1,458,675 |
| TIFF PRIVATE EQUITY PARTNERS 2012 | FMV | $2,750,134 | $2,750,134 |
| TIFF PRIVATE EQUITY PARTNERS 2013 | FMV | $1,567,432 | $1,567,432 |
| TIFF PRIVATE EQUITY PARTNERS 2014 | FMV | $1,569,997 | $1,569,997 |
| TIFF PRIVATE EQUITY PARTNERS 2015 | FMV | $4,101,562 | $4,101,562 |
| TIFF SPECIAL OPPORTUNITIES FUND | FMV | $908,962 | $908,962 |
| TOPSPIN PARTNERS III | FMV | $1,583,102 | $1,583,102 |
| VANGUARD SHORT-TERM BOND INDEX | FMV | $8,122,015 | $8,122,015 |
| VERDAD JAPAN FUND LP | FMV | $2,423,735 | $2,423,735 |
| VISTA CREDIT PARTNERS III | FMV | $1,555,652 | $1,555,652 |
| STEELHEAD PATHFINDER FUND LTD | FMV | $2,709,281 | $2,709,281 |
| PRIVATE ADVISORS SECONDARY FUND VI LP | FMV | $1,960,026 | $1,960,026 |
| MCR TEXAS LLC | FMV | $533,348 | $533,348 |
| PRIVATE ADVISORS REAL ASSETS FUND III | FMV | $4,393,278 | $4,393,278 |
| APOLLO EUROPEAN PRINCIPAL FINANCE FUND III | FMV | $898,445 | $898,445 |
| ARES PRIVATE CREDIT SOLUTIONS | FMV | $1,823,983 | $1,823,983 |
| ARKA INDIA FUND | FMV | $2,550,860 | $2,550,860 |
| ARTISAN FUNDS INTL VALUE | FMV | $7,103,845 | $7,103,845 |
| ARTISAN FUNDS SM/MID-INV | FMV | $889,017 | $889,017 |
| BRIGHTWOOD CAPITAL SBIC II LP | FMV | $204,181 | $204,181 |
| BROWN ADVISORY WINSLOW | FMV | $4,017,124 | $4,017,124 |
| CARLYLE INTL ENERGY PARTNERS, LP | FMV | $759,652 | $759,652 |
| CYPRIUM INVESTORS IV AIV I LP | FMV | $191,094 | $191,094 |
| CYPRIUM INVESTORS IV LP | FMV | $46,445 | $46,445 |
| CYPRIUM SBIC I LP | FMV | $191,060 | $191,060 |
| DELAWARE EMERGING MARKETS | FMV | $2,841,945 | $2,841,945 |
| DODGE & COX INCOME FD | FMV | $3,217,665 | $3,217,665 |
| DORCHESTER CAPITAL SECONDARIES | FMV | $1,888,210 | $1,888,210 |
| PRIVATE ADVISORS SECONDARY FUND V LP | FMV | $2,387,871 | $2,387,871 |
| ELLIOTT INTERNATIONAL LIMITED | FMV | $7,397,122 | $7,397,122 |
| HENGISTBURY FUND 2013 | FMV | $5,405,684 | $5,405,684 |
| HIGH GROUND INVESTMENT MANAGEMENT LLP | FMV | $1,265,959 | $1,265,959 |
| HIGHCLERE INTERNATIONAL | FMV | $998,116 | $998,116 |
| LCP IX OFFSHORE LP | FMV | $3,560,690 | $3,560,690 |
| MAKIRA OFFSHORE INVESTORS LTD | FMV | $10,620,740 | $10,620,740 |
| MCR HOSPITALITY FUND LP | FMV | $1,653,505 | $1,653,505 |
| WCM FOCUSED INTERNATIONAL GROWTH FUND | FMV | $3,241,786 | $3,241,786 |
| NEW CANAAN FUNDING MEZZANINE V SBIC LP | FMV | $1,632 | $1,632 |
| NEW CANAAN FUNDING MEZZANINE VI SBIC LP | FMV | $816,563 | $816,563 |
| NEW CANAAN FUNDING MEZZANINE VII SBIC LP | FMV | $1,834,699 | $1,834,699 |
| PATHSTONE PMA INC | FMV | $2,494,578 | $2,494,578 |
| PORTOLAN PILOT LONG ONLY FUND LP | FMV | $10,333,640 | $10,333,640 |
| FORWARD VENTURES IV LP | FMV | $72,394 | $72,394 |
| ALLIANCEBERNSTEIN S/M VAL-AD | FMV | $2,129,367 | $2,129,367 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $54,000 | BOYBookValueAmt |
| EOY Book Value | $27,000 | EOYBookValueAmt |
| EOYFMV | $27,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUPPLIES | $1,623 | $81 | $0 | $1,542 |
| TELEPHONE | $23,999 | $1,200 | $0 | $22,799 |
| PAYROLL SERVICE | $4,188 | $0 | $0 | $0 |
| OTHER | $293 | $0 | $0 | $0 |
| STATE FILING FEE | $1,500 | $0 | $0 | $1,500 |
| INSURANCE | $5,107 | $0 | $0 | $0 |
| LIMITED PARTNERSHIP EXPENSES | $0 | $1,383,807 | $0 | $0 |
| LESS: AMOUNT ATTRIBUTABLE TO UBIT | $0 | -$377,462 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INCOME | $981,549 | $890,439 | $0 |
| LESS: AMOUNT ATTRIBUTABLE TO UBIT | $0 | -$323,061 | $0 |
| OTHER INVESTMENT INCOME | $1,049 | $1,049 | $1,049 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $7,965,096 |
| PARTNERSHIPS UNREALIZED GAINS (LOSSES) | $2,779,573 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $251,386 | $251,386 | $0 | $0 |
| CUSTODIAL FEES | $20,870 | $20,870 | $0 | $0 |
| CONSULTING FEE | $40,000 | $0 | $0 | $40,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN WITHHOLDING TAXES PAID THROUGH PARTNERSHIPS | $0 | $24,208 | $0 | $0 |
| STATE UBI TAXES | $6,700 | $6,700 | $0 | $0 |
| FEDERAL EXCISE TAX | $120,000 | $0 | $0 | $0 |
| LESS: AMOUNT ATTRIBUTED TO UBI | $0 | -$2,541 | $0 | $0 |
| LESS: AMOUNT ATTRIBUTED TO UBI | $0 | -$6,700 | $0 | $0 |