THE@ANGELO FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE@ANGELO FAMILY CHARITABLE FOUNDATION (EIN 81-1326413)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-19
- IRS object ID
- 202312929349100511
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-19T13:28:07-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131833422 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASH & PARSONT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND STREET SUITE 1507 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101681599 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811326413 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANGELO FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANGE | BusinessNameControlTxt |
| Phone | 2126922023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST 72ND STREET 22 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH HART ANGELO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126922203 | PhoneNum |
| Signature | 2023-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUDITH | PersonFirstNm |
| Person Last | HART ANGELO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEIL D ASH | PreparerPersonNm |
| PTIN | P00110544 | PTIN |
| Phone | 2129531250 | PhoneNum |
| Preparation | 2023-10-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $77,498,104 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,065 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,065 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $724,014 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $724,014 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $211,082 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,870,063 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $211,082 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,386,631 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,386,631 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,348,792 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,348,792 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $247,954 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,641 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $114,709 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $113,575 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,134 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $362,663 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $131,216 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,134 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,688,673 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,688,673 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,051,336 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $131,216 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,689,807 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,297,456 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,217,576 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,357,139 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,054,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,054,938 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $76,375,952 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $81,037,644 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $74,443,164 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $79,733,093 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,092,584 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $77,498,104 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $191,566 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $253,601 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $191,566 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $253,601 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $79,541,527 | RetainedEarningBOYAmt |
| Retained Earning EOY | $83,838,983 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,541,527 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,838,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,733,093 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $84,092,584 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,541,527 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,297,456 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $83,838,983 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,838,983 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| PUBLICALY TRADED SECURITIES | P | $2,267,735 | $2,441,962 | -$174,227 | -$174,227 | |
| PUBLICALY TRADED SECURITIES | P | $3,012,664 | $3,177,671 | -$165,007 | -$165,007 | |
| PUBLICALY TRADED SECURITIES | P | $669 | $669 | $669 | ||
| AG CAPITAL RECOVERY VII HOLDINGS- BASIS ADJUSTMENT | P | $39,348 | -$39,348 | -$39,348 | 2022-12-31 | |
| AG DIVERSIFIED INCOME FUND PLUS LTD- BASIS ADJUSTMENT | P | $13,576 | $13,576 | $13,576 | 2022-12-31 | |
| AG OPPORTUNISTIC WHOLE LOAN FUND- BASIS ADJUSTMENT | P | $288,156 | $288,156 | $288,156 | 2022-12-31 | |
| AG PARTNERS- DISGUISED SALE | P | $71,527 | $71,527 | $71,527 | ||
| CAPITAL GAINS DIVIDENDS | P | $215,736 | $215,736 | $215,736 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $211,082 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $114,224 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $114,224 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $114,224 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $163,440 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $140,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $303,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,693 | EsPenaltyAmt |
| Overpayment | $187,523 | OverpaymentAmt |
| Applied To ES Tax | $187,523 | 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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAXPAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126922023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE-26TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH HART ANGELO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST 72 STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $72,749,845 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,651,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,401,644 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $75,401,644 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,131,025 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $74,270,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,713,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,713,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $114,224 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $28,008 | IncomeTaxAmt |
| Total Tax | $142,232 | TotalTaxAmt |
| Distributable Before Adj | $3,571,299 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,571,299 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,571,299 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,689,807 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,689,807 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,571,299 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,544,742 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,689,807 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,544,742 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $145,065 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,426,234 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (129 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN SKIN ASSOCIATION | |||||||
| 335 MADISON AVE | NEW YORK | NY | 10017 | NONE | PC | FOR OPERATIONS | $10,000 |
| AMHERST COLLEGE | |||||||
| AMHERST COLLEGE | AMHERST | MA | 01022 | NONE | PC | FOR OPERATIONS | $5,000 |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62 STREET | NEW YORK | NY | 10065 | NONE | PC | FOR OPERATIONS | $10,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | NONE | PC | FOR OPERATIONS | $25,000 |
| ASCAP FOUNDATION | |||||||
| 250 W 57 STREET | NEW YORK | NY | 10107 | NONE | PC | FOR OPERATIONS | $5,000 |
| BEIT T'SHUVAH | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | PC | FOR OPERATIONS | $5,000 |
| BRENTWOOD SCHOOL | |||||||
| 52 THIRD AVENUE | BRENTWOOD | NY | 11717 | NONE | PC | FOR OPERATIONS | $55,000 |
| CAMINO NUEVA CHARTER ACADEMY | |||||||
| 3500 W TEMPLE STREET | LOS ANGELES | CA | 90004 | NONE | PC | FOR OPERATIONS | $20,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PC | FOR OPERATIONS | $25,000 |
| CASTLE PEAK | |||||||
| 420 W 14TH STREET | NEW YORK | NY | 10014 | NONE | PC | FOR OPERATIONS | $5,000 |
| CHRISTOPHER AND DANA REEVE FOUNDATION | |||||||
| 636 MORRIS TURNPIKE | SHORT HILLS | NJ | 07902 | NONE | PC | FOR OPERATIONS | $26,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60 STREET | NEW YORK | NY | 10022 | NONE | PC | FOR OPERATIONS | $108,200 |
| CHABAD HOUSE | |||||||
| 170 COLLEGE AVE | BRUNSWICK | NJ | 08901 | NONE | PC | FOR OPERATIONS | $2,000 |
| CHAI LIFELINE | |||||||
| 151 W 30 STREET | NEW YORK | NY | 10001 | NONE | PC | FOR OPERATIONS | $10,000 |
| CHARITY WATER | |||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | NONE | PC | FOR OPERATIONS | $10,000 |
| CHILDREN'S MUSEUM OF MANHATTAN | |||||||
| 212 WEST 83RD STREET | NEW YORK | NY | 10024 | NONE | PC | FOR OPERATIONS | $10,000 |
| EDIBLE SCHOOLYARD | |||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | NONE | PC | FOR OPERATIONS | $5,000 |
| CITY HARVEST | |||||||
| 6 EAST 32 STREET | NEW YORK | NY | 10016 | NONE | PC | FOR OPERATIONS | $6,000 |
| COMMON GROUND | |||||||
| 5113 S HARPER AVE | CHICAGO | IL | 60615 | NONE | PC | FOR OPERATIONS | $35,000 |
| ELBERON FIRST AID | |||||||
| 173 LINCOLN AVENUE | LONG BRANCH | NJ | 07740 | NONE | PC | FOR OPERATIONS | $10,000 |
| CUNY JOURNALISM FOUNDATION | |||||||
| 219 W 40TH STREET | NEW YORK | NY | 10018 | NONE | PC | FOR OPERATIONS | $25,000 |
| DAMON RUNYON CANCER FOUNDATION | |||||||
| 55 BROADWAY | NEW YORK | NY | 10066 | NONE | PC | FOR OPERATIONS | $7,265 |
| DEAL FIRE COMPANY #2 LADIES AUXILIARY | |||||||
| 110 BRIGHTON AVENUE | DEAL | NJ | 07723 | NONE | PC | FOR OPERATIONS | $10,000 |
| DEAL'S POLICEMAN'S BENEVOLENT ASSOCIATION | |||||||
| 190 NORWOOD AVE | DEAL | NJ | 07723 | NONE | PC | FOR OPERATIONS | $10,000 |
| DUKE UNIVERSITY | |||||||
| CAMPUS DRIVE | DURHAM | NC | 27708 | NONE | PC | FOR OPERATIONS | $230,000 |
| GREEN SPACES LA | |||||||
| 137 N LARCHMONT BLVD | LOS ANGELES | CA | 90004 | NONE | PC | FOR OPERATIONS | $2,500 |
| IMAGINE JUSTICE | |||||||
| PO BOX 7378 | TACOMA | WA | 98417 | NONE | PC | FOR OPERATIONS | $15,000 |
| ECDO INC | |||||||
| 413 W 125 STREET | NEW YORK | NY | 10027 | NONE | PC | FOR OPERATIONS | $5,000 |
| INEVITABLE FOUNDATION | |||||||
| 228 PARK AVE SOUTH | NEW YORK | NY | 10003 | NONE | PC | FOR OPERATIONS | $10,000 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||
| 450 LEXINGTON AVENUE | NEW YORK | NY | 10022 | NONE | PC | FOR OPERATIONS | $25,000 |
| FRIENDS OF THE LA PHILARMONIC | |||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | FOR OPERATIONS | $75,000 |
| GEORGE BUSH FOUNDATION | |||||||
| PO BOX 14141 | COLLEGE STATION | TX | 77841 | NONE | PC | FOR OPERATIONS | $25,000 |
| LARCHMONT CHARTER SCHOOLS | |||||||
| 444 N LARCHMONT BLVD | LOS ANGELES | CA | 90004 | NONE | PC | FOR OPERATIONS | $5,000 |
| GIRL SCOUTS OF NEW YORK | |||||||
| 420 FIFTH AVENUE | NEW YORK | NY | 10018 | NONE | PC | FOR OPERATIONS | $5,000 |
| PABLOVE FOUNDATION | |||||||
| 3255 CAHUENGA BLVD WEST | LOS ANGELES | CA | 90068 | NONE | PC | FOR OPERATIONS | $5,000 |
| GOOD FOUNDATION | |||||||
| 306 W 37 STREET | NEW YORK | NY | 10018 | NONE | PC | FOR OPERATIONS | $185,000 |
| GREENWICH FIRE DEPARTMENT | |||||||
| 15 HAVEMEYER PL | GREENWICH | CT | 06830 | NONE | PC | FOR OPERATIONS | $12,500 |
| HARVARD UNIVERSITY | |||||||
| 124 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | FOR OPERATIONS | $20,000 |
| PARA LOS NINOS | |||||||
| 5000 HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | NONE | PC | FOR OPERATIONS | $5,000 |
| HUDSON RIVER PARK FRIENDS | |||||||
| 353 WEST STREET | NEW YORK | NY | 10013 | NONE | PC | FOR OPERATIONS | $10,000 |
| IECA FOUNDATION | |||||||
| 3251 OLD LEE HIGHWAY | FAIRFAX | VA | 22030 | NONE | PC | FOR OPERATIONS | $25,000 |
| JUMP START | |||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | NONE | PC | FOR OPERATIONS | $50,000 |
| KAUFMAN MUSIC CENTER | |||||||
| 129 W 67 STREET | NEW YORK | NY | 10023 | NONE | PC | FOR OPERATIONS | $5,000 |
| PARK AVENUE ARMORY | |||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | FOR OPERATIONS | $5,000 |
| KOKUA HAWAII FOUNDATION | |||||||
| POB 866 | HALEIWA | HI | 96712 | NONE | PC | FOR OPERATIONS | $25,000 |
| LA GOAL | |||||||
| 4911 OVERLAND AVENUE | CULVER CITY | CA | 90230 | NONE | PC | FOR OPERATIONS | $15,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | FOR OPERATIONS | $20,000 |
| PROYECTO PASTORAL AT DOLORES MISSION | |||||||
| 135 N MISSION RD | LOS ANGELES | CA | 90033 | NONE | PC | FOR OPERATIONS | $5,000 |
| LONG BRANCH PBA LOCAL 10 | |||||||
| 1 MADISON AVE | LONG BRANCH | NJ | 07740 | NONE | PC | FOR OPERATIONS | $10,000 |
| RAINFOREST TRUST | |||||||
| POB 841 | WARRENTON | VA | 20188 | NONE | PC | FOR OPERATIONS | $10,000 |
| LUZ DEL CIELO FOURSQUARE CHURCH | |||||||
| 1350 W JEFFERSON STREET | LOS ANGELES | CA | 90007 | NONE | PC | FOR OPERATIONS | $2,000 |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43 STREET | NEW YORK | NY | 10036 | NONE | PC | FOR OPERATIONS | $40,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | PC | FOR OPERATIONS | $15,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | FOR OPERATIONS | $65,000 |
| MONMOUTH MEDICAL CENTER FOUNDATION | |||||||
| 300 2ND AVENUE | LONG BRANCH | NJ | 07740 | NONE | PC | FOR OPERATIONS | $75,000 |
| MOUNT SINAI | |||||||
| 1648 MADISON AVE | NEW YORK | NY | 10029 | NONE | PC | FOR OPERATIONS | $55,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PC | FOR OPERATIONS | $150,000 |
| MUSICARES | |||||||
| 156 W 56 STREET | NEW YORK | NY | 10019 | NONE | PC | FOR OPERATIONS | $15,000 |
| SCHWARTZMAN ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 52 STREET | NEW YORK | NY | 10065 | NONE | PC | FOR OPERATIONS | $10,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | FOR OPERATIONS | $20,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 445 FIFTH AVENUE | NEW YORK | NY | 10016 | NONE | PC | FOR OPERATIONS | $10,000 |
| NORTHSIDE CENTER | |||||||
| 1475 PARK AVENUE | NEW YORK | NY | 10029 | NONE | PC | FOR OPERATIONS | $20,000 |
| NY PHILAMONIC | |||||||
| 10 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | FOR OPERATIONS | $15,000 |
| NY PUBLIC LIBRARY | |||||||
| 476 5TH AVE | NEW YORK | NY | 10018 | NONE | PC | FOR OPERATIONS | $72,700 |
| OPENING ACT | |||||||
| 81 PROSPECT STREET | BROOKLYN | NY | 11201 | NONE | PC | FOR OPERATIONS | $30,000 |
| OUR HOUSE-GRIEF SUPPORT CENTER | |||||||
| 1663 SAWTELLE RD | LOS ANGELES | CA | 90025 | NONE | PC | FOR OPERATIONS | $5,000 |
| OUR LADY OF LOURDES | |||||||
| 468 W 143 STREET | NEW YORK | NY | 10031 | NONE | PC | FOR OPERATIONS | $5,000 |
| PARK CENTURY SCHOOL | |||||||
| 3939 LANDMARK STREET | CULVER CITY | CA | 90232 | NONE | PC | FOR OPERATIONS | $1,500 |
| PARTNERSHIP SCHOOLS | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | NONE | PC | FOR OPERATIONS | $5,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | PC | FOR OPERATIONS | $85,000 |
| POLICE ATHLETIC LEAGUE | |||||||
| 34 1/2 EAST 12 ST | NEW YORK | NY | 10003 | NONE | PC | FOR OPERATIONS | $5,000 |
| PUBLICOLOR | |||||||
| 20 W 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | FOR OPERATIONS | $10,000 |
| RAMAPO FOR CHILDREN | |||||||
| 49 W 38 ST | NEW YORK | NY | 10018 | NONE | PC | FOR OPERATIONS | $45,000 |
| RISING TREETOPS AT OAKHURST | |||||||
| 1140 BROADWAY | NEW YORK | NY | 10001 | NONE | PC | FOR OPERATIONS | $15,000 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | FOR OPERATIONS | $25,000 |
| SILVER SHIELD FOUNDATION | |||||||
| 870 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PC | FOR OPERATIONS | $5,000 |
| SMITHONIAN INSTITUTION | |||||||
| POB 37012 | WASHINGTON | DC | 20013 | NONE | PC | FOR OPERATIONS | $50,000 |
| ST LAWRENCE UNIVERSITY | |||||||
| 23 ROMODA DR | CANTON | NY | 13617 | NONE | PC | FOR OPERATIONS | $50,000 |
| STEADMAN PHILPPON RESEARCH INSTITUTE | |||||||
| 181 W MEADOW DR | VAIL | CO | 81657 | NONE | PC | FOR OPERATIONS | $20,000 |
| STEEP ROCK ASSOCIATION | |||||||
| POB 279 | WASHINGTON DEPOT | CT | 06794 | NONE | PC | FOR OPERATIONS | $5,000 |
| STEP UP WOMENS CENTER | |||||||
| 510 SOUTH HEWITT STREET | LOS ANGELES | CA | 90013 | NONE | PC | FOR OPERATIONS | $5,000 |
| STREET POETS | |||||||
| 2116 ARLINGTON AVE | LOS ANGELES | CA | 90018 | NONE | PC | FOR OPERATIONS | $10,000 |
| SUCCESS ACADEMY CHARTER SCHOOL | |||||||
| 95 PINE STREET | NEW YORK | NY | 10005 | NONE | PC | FOR OPERATIONS | $10,000 |
| TEACHING BEYOND THE SQUARE | |||||||
| 130 EAST 16 STREET | NEW YORK | NY | 10003 | NONE | PC | FOR OPERATIONS | $5,000 |
| TEMPLE BETH MIRIAM | |||||||
| 180 S LINCOLN AVE | LONG BRANCH | NJ | 07740 | NONE | PC | FOR OPERATIONS | $15,000 |
| THE ALZHEIMER'S ASSOCIATION | |||||||
| 60 EAST 42 STREET | NEW YORK | NY | 10165 | NONE | PC | FOR OPERATIONS | $25,000 |
| THE AMERICAN FILM INSTITUTE | |||||||
| 2021 N WESTERN AVE | LOS ANGELES | CA | 90027 | NONE | PC | FOR OPERATIONS | $30,000 |
| THE AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | FOR OPERATIONS | $45,000 |
| THE AMERICAN CAMP ASSOCIATION | |||||||
| 5000 IN-67 NORTH | MARTINSVILLE | IN | 46151 | NONE | PC | FOR OPERATIONS | $10,000 |
| THE CENTER FOR EARLY EDUCATION | |||||||
| 563 N ALFRED ST | HOLLYWOOD | CA | 90048 | NONE | PC | FOR OPERATIONS | $130,000 |
| THE CHILDREN'S RANCH | |||||||
| 4007 VERDANT STREET | LOS ANGELES | CA | 90039 | NONE | PC | FOR OPERATIONS | $5,000 |
| THE ASPEN INSTITUTE | |||||||
| 2500 N STREET NW | WASHINGTON | DC | 20037 | NONE | PC | FOR OPERATIONS | $20,000 |
| THE DRAWING CENTER | |||||||
| 35 WOOSTER STREET | NEW YORK | NY | 10013 | NONE | PC | FOR OPERATIONS | $5,000 |
| THE GRAMMY MUSEUM FOUNDATION | |||||||
| 800 W OLYMPIC BLVD | LOS ANGELES | CA | 90015 | NONE | PC | FOR OPERATIONS | $10,000 |
| THE JOAN DANCY & PALS FOUNDATION | |||||||
| 1 RIVERVIEW PLAZA | RED NECK | NJ | 07701 | NONE | PC | FOR OPERATIONS | $5,000 |
| THE KEEWAYDIN FOUNDATION | |||||||
| 950 W SHORE RD | SALISBURY | VT | 05769 | NONE | PC | FOR OPERATIONS | $200,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| POB 98018 | WASHINGTON | DC | 20090 | NONE | PC | FOR OPERATIONS | $5,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | NONE | PC | FOR OPERATIONS | $50,000 |
| TREE PEOPLE | |||||||
| 12601 MULHOLLAND DRIVE | BEVERLY HILLS | CA | 90048 | NONE | PC | FOR OPERATIONS | $10,000 |
| THE NEW YORK PHYSICIANS FOUNDATION | |||||||
| 635 MADISON AVE | NEW YORK | NY | 10022 | NONE | PC | FOR OPERATIONS | $25,000 |
| THE OAKWOOD SCHOOL | |||||||
| 4000 MACGREGOR DOWNS RD | GREENVILLE | NC | 27834 | NONE | PC | FOR OPERATIONS | $90,000 |
| THE WRITERS GUILD | |||||||
| 7000 W 3RD ST | LOS ANGELES | CA | 90048 | NONE | PC | FOR OPERATIONS | $5,000 |
| THE PALEY CENTER FOR MEDIA | |||||||
| 25 W 52 STREET | NEW YORK | NY | 10019 | NONE | PC | FOR OPERATIONS | $125,000 |
| THE PUBLIC THEATER | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | FOR OPERATIONS | $25,000 |
| THE TIMANOUS FOUNDATION | |||||||
| 85 PLAINS ROAD | RAYMOND | ME | 04071 | NONE | PC | FOR OPERATIONS | $20,000 |
| THE WAR HORSE NEWS | |||||||
| PO BOX 399 | RICHLANDS | NC | 28574 | NONE | PC | FOR OPERATIONS | $5,000 |
| TRINITY SCHOOL | |||||||
| 139 W 91 STREET | NEW YORK | NY | 10024 | NONE | PC | FOR OPERATIONS | $80,000 |
| UNIVERSITY OF MD COLLEGE PARK | |||||||
| CAMPUS | COLLEGE PARK | MD | 20742 | NONE | PC | FOR OPERATIONS | $30,000 |
| UNTERMYER GARDENS CONSERVANCY | |||||||
| 945 N BROADWAY | YONKERS | NY | 10701 | NONE | PC | FOR OPERATIONS | $7,500 |
| WASHINGTON AMBULANCE ASSOCIATION | |||||||
| 109 BEE BROOK ROAD | WASHINGTON DEPOT | CT | 06794 | NONE | PC | FOR OPERATIONS | $5,000 |
| VAIL HEALTH FOUNDATION | |||||||
| 181 W MEADOW DRIVE | VAIL | CO | 81657 | NONE | PC | FOR OPERATIONS | $20,000 |
| VAIL INTERNATIONAL HOCKEY | |||||||
| 232 WEST MEADOW DRIVE | VAIL | CO | 91657 | NONE | PC | FOR OPERATIONS | $10,000 |
| VAIL VALLEY FOUNDATION | |||||||
| 90 W BENCHMARK RD | AVON | CO | 81620 | NONE | PC | FOR OPERATIONS | $25,000 |
| VERMONT YOUTH CONSERVATION CORPS | |||||||
| 1949 E MAIN ST | RICHMOND | VT | 05477 | NONE | PC | FOR OPERATIONS | $6,000 |
| WASHINGTON MONTESSORI SCHOOL | |||||||
| 240 LITCHFIELD TURNPIKE | NEW PRESTON | CT | 06777 | NONE | PC | FOR OPERATIONS | $7,500 |
| WASHINTON VOLUNTEER FIRE DEPARTMENT | |||||||
| 109 BEE BROOK ROAD | WASHINGTON DEPOT | CT | 06794 | NONE | PC | FOR OPERATIONS | $5,000 |
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 520 EAST 70 STREET | NEW YORK | NY | 10065 | NONE | PC | FOR OPERATIONS | $40,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | PC | FOR OPERATIONS | $200,000 |
| WOHELO CAMPS | |||||||
| 25 FIRE LANE | RAYMOND | ME | 04071 | NONE | PC | FOR OPERATIONS | $30,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | PC | FOR OPERATIONS | $10,000 |
| ADIRONDACK COUNCIL | |||||||
| POB D-2 | ELIZABETH | NY | 12932 | NONE | PC | FOR OPERATIONS | $20,000 |
| ALZHEIMERS'S DRUG DISCOVERY FOUNDATION | |||||||
| 57 W 77 STREET | NEW YORK | NY | 10019 | NONE | PC | FOR OPERATIONS | $10,000 |
| AMAZON WATCH | |||||||
| 520 3RD STREET | OAKLAND | CA | 94607 | NONE | PC | FOR OPERATIONS | $10,000 |
| AXELROD PERFORMING ARTS CENTER | |||||||
| 100 GRANT AVENUE | DEER PARK | NJ | 07723 | NONE | PC | FOR OPERATIONS | $25,000 |
| BIG BROTHERS BIG SISTERS LA | |||||||
| 11755 WILSHIRE BLVD | LOS ANGELES | CA | 90025 | NONE | PC | FOR OPERATIONS | $7,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 717 W TEMPLE ST | LOS ANGELES | CA | 90012 | NONE | PC | FOR OPERATIONS | $5,000 |
| WESTMARK SCHOOL | |||||||
| 25405461 LOUISE AVE | ENCINO | CA | 91316 | NONE | PC | FOR OPERATIONS | $45,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | FOR OPERATIONS | $25,000 |
| YOUNG AUDIENCES NY | |||||||
| 347 FIFTH AVE | NEW YORK | NY | 10016 | NONE | PC | FOR OPERATIONS | $5,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,688,673 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,065 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $724,014 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,386,631 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $211,082 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,348,792 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,348,792 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1 SHARE ORION REFINING | $1 | $1 |
| 2 SHARES MACAU CAPITAL | $1 | $1 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (66 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AG CORPORATE CREDIT OPPORTUNITIES, LTD | AT COST | $5,627,777 | $3,690,770 |
| AG ENERGY PARTNERS II, L.P. | AT COST | $216,409 | $241,597 |
| AG NET LEASE REALTY FUND III, LP | AT COST | $1,110,659 | $1,282,839 |
| PRIVATE EQUITY US OPPORTUNITIES II LP | AT COST | $373,415 | $207,707 |
| EAGLE RANCH LOT INVESTORS, LLC | AT COST | $800,772 | $577,923 |
| FS EQUITY PARTNERS VII LP | AT COST | $1,494,401 | $1,321,613 |
| REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND I LP | AT COST | $1,157,513 | $704,674 |
| SHEA VETURES OPPORTUNITY FUND B-II, LP | AT COST | $662,225 | $293,105 |
| SHEA VENTURES OPPORTUNITY FUND II, LP | AT COST | $703,890 | $576,320 |
| TATIRA 2, LLC | AT COST | $1,181,629 | $0 |
| FIDELITY 500 INDEX | AT COST | $4,799,668 | $5,312,901 |
| HEALTH CARE SELECT SECTOR | AT COST | $852,622 | $1,002,845 |
| INVESCO QQQ TRUST 1 | AT COST | $1,317,788 | $1,233,675 |
| ISHARES RUSSELL 1000 VALUE | AT COST | $1,208,429 | $1,264,003 |
| PARNASSUS CORE EQUITY | AT COST | $1,067,879 | $1,004,820 |
| VANGUARD MID-CAP | AT COST | $300,464 | $378,679 |
| FIDELITY INTERNATIONAL INDEX | AT COST | $1,561,028 | $1,582,768 |
| OAKMARK INTERNATIONAL | AT COST | $764,297 | $789,932 |
| ISHARES MSCI JAPAN ETF | AT COST | $1,106,335 | $1,003,765 |
| T ROWE PRICE NEW ASIA | AT COST | $320,278 | $269,684 |
| ISHARES CORE MSCI EMERGING | AT COST | $1,217,542 | $1,086,943 |
| ISHARES MSCI INDIA ETF | AT COST | $241,312 | $291,262 |
| MATTHEWS CHINA FUND | AT COST | $588,987 | $462,599 |
| COHEN & STEERS REAL ESTATE | AT COST | $1,778,746 | $1,524,471 |
| ISHARES GOLD TRUST | AT COST | $309,183 | $302,663 |
| PIMCO COMMODITY STRAT | AT COST | $725,125 | $627,288 |
| DODGE & COX INCOME | AT COST | $411,390 | $342,841 |
| DOUBLELINE TOTAL RETURN | AT COST | $337,764 | $278,476 |
| PIMCO TOTAL RETURN FUND | AT COST | $258,045 | $205,882 |
| SCHWAB U.S. TIPS ETF | AT COST | $417,232 | $355,901 |
| VANGUARD TOTAL BOND MARKET | AT COST | $2,057,757 | $1,917,122 |
| VANECK OIL SERVICES | AT COST | $246,035 | $383,407 |
| VANGUARD FTSE EUROPE | AT COST | $832,338 | $774,719 |
| ISHARES MSCI CHINA | AT COST | $308,831 | $270,940 |
| JPM MANAGED INCOME | AT COST | $432,179 | $430,024 |
| AG PARTNER INVESTMENTS L.P. | AT COST | $38,308,602 | $36,674,837 |
| ASF VIII INFRASTRUCTURE PRIVATE INVESTORS OFFSHORE | AT COST | $80,013 | $63,382 |
| CASDIN PARTNERS OFFSHORE LTD | AT COST | $750,000 | $750,000 |
| NEA 18 PRIVATE INVESTMENT OFFSHORE LP | AT COST | $212,058 | $158,963 |
| PEG GLOBAL PRIVATE EQUITY X | AT COST | $89,453 | $58,494 |
| ISHARES MSCI CANADA | AT COST | $233,603 | $231,237 |
| VANECK GOLD MINERS ETF | AT COST | $427,109 | $320,677 |
| ISHARES 7-10 YEAR TREASURY | AT COST | $246,636 | $239,546 |
| BREVAN HOWARD ALPHA STRATEGIES FUND | AT COST | $160,000 | $166,951 |
| CADIAN OFFSHORE FUND LTD | AT COST | $96,692 | $91,153 |
| CENTIVA OFFSHORE FUND | AT COST | $230,700 | $227,721 |
| EVO ABSOLUTE RETURN FUND | AT COST | $150,000 | $150,000 |
| FORA CAPITAL INTERNATIONAL | AT COST | $220,000 | $234,068 |
| FORT BAKER CATALYST | AT COST | $130,268 | $132,373 |
| LAURION CAPITAL LTD | AT COST | $149,765 | $151,132 |
| LMR FUND LIMITED- ONMI CLASS D | AT COST | $310,000 | $320,593 |
| OASIS INVESTMENT II OFFSHORE FEEDER | AT COST | $149,748 | $137,138 |
| OPPORTUNISTIC ACCESS FEEDER | AT COST | $130,000 | $130,000 |
| REDMILE CAPITAL OFFSHORE FUND LTD | AT COST | $99,638 | $106,354 |
| ROKOS GLOBAL MACRO FUND | AT COST | $125,000 | $125,000 |
| SCHONFELD FUNDAMENTAL EQUITY | AT COST | $200,000 | $197,597 |
| SCHONFELD STRATEGIC PARTNERS | AT COST | $200,000 | $195,593 |
| SPX FUND SPC SEG | AT COST | $180,000 | $159,147 |
| STABILIS BRIDGE FUND II | AT COST | $100,000 | $103,948 |
| TIGER PACIFIC OFFSHORE FUND | AT COST | $101,734 | $110,174 |
| TOWER BAY MUNICIPAL BOND | AT COST | $100,000 | $105,584 |
| TWIN TREE CAPITAL OFFSHORE | AT COST | $424,023 | $448,049 |
| VOLEON COMPOSITION INTERNATIONAL | AT COST | $230,000 | $248,288 |
| VOLORIDGE FUN D | AT COST | $112,658 | $115,039 |
| WALLEYE OPPORTUNITIES FUND | AT COST | $200,000 | $200,000 |
| WHITEFORT CAPITAL OFFSHORE | AT COST | $100,000 | $95,968 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $113,575 | $113,575 | $0 |
| NEW YORK STATE TAXES AND FEES | $1,134 | $0 | $1,134 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AG NET LEASE REALTY FUND III, L.P. | $74,673 | $74,673 | $74,673 |
| AG PARTNER INVESTMENTS L.P. | $6,806,581 | $6,806,581 | $6,806,581 |
| EAGLE RANCH LOT INVESTORS, LLC | $195,176 | $195,176 | $195,176 |
| PRIVATE EQUITY US OPPORTUNITIES II, LP | $40,038 | $40,038 | $40,038 |
| SHEA VENTURES OPPORTUNITY FUND B-II, LP | $107,730 | $107,730 | $107,730 |
| AG EUROPE REALTY HOLDINGS, LP- SEE FORM 8621 | $28,830 | $28,830 | $28,830 |
| AG ENERGY PARTNERS II, LP | $133,585 | $133,585 | $133,585 |
| JPMORGAN | $18 | $18 | $18 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| AG SF (L) LP | $101,521 | $109,455 |
| AG EUROPE REALTY HOLDINGS, L.P. | $90,045 | $144,146 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $230,313 | $0 | $0 |
| FOREIGN TAX | $17,641 | $17,641 | $0 |
Comments