STARR FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STARR FOUNDATION (EIN 13-6151545)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349104406
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T12:09:41-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 136151545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STARR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAR | BusinessNameControlTxt |
| Phone | 2129093600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 PARK AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COURTNEY O'MALLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129093600 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | COURTNEY | PersonFirstNm |
| Person Last | OMALLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGDALENA CZERNIAWSKI | PreparerPersonNm |
| PTIN | P00535099 | PTIN |
| Phone | 2122013165 | PhoneNum |
| Preparation | 2023-11-14 | 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 | $1,466,218,788 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $40,925 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,951,216 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,757,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,426,121 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,896,397 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,700,660 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,500,121 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $52,118,922 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,257,771 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,040,664 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $832,531 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $208,133 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $207,333 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $165,866 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $41,467 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $433,333 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $346,666 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $86,667 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $108,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $54,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $54,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,279,415 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,097,978 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $181,437 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,450,342 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,154,906 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,434 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $95,046 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $674,267 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $539,414 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $134,853 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $37,451 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $29,960 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,491 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,993,701 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,633,209 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $84,004 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,320,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,854,980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $808,936 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,621,535 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,621,535 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,941,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,854,980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,430,471 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,823,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,402,791 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,654,862 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,155,932 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,155,932 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $68,133 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $792,492,378 | CorporateStockBOYAmt |
| Corporate Stock EOY | $733,816,022 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $834,630,138 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $491,900,869 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $490,925,504 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $555,010,720 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,641,360 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,220,438 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,215,253 | LandBOYAmt |
| Land EOY | $1,420,922 | LandEOYAmt |
| Land EOYFMV | $1,420,922 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,076 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,076 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,351,331,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,301,319,456 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,466,218,788 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $85,079 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $85,079 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,351,246,416 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,301,319,456 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,351,246,416 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,301,319,456 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,351,331,495 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,301,319,456 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,351,246,416 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,823,065 | ExcessRevenueOverExpensesAmt |
| Other Increases | $174,503 | OtherIncreasesAmt |
| Subtotal | $1,301,597,854 | SubtotalAmt |
| Other Decreases | $278,398 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,301,319,456 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| LT CAPITAL GAINS FROM PUBLICLY TRADED INVESTMENTS | P | $14,742,279 | $14,742,279 | $14,742,279 | |
| LT CAPITAL LOSSES FROM PUBLICLY TRADED INVESTMENTS | P | -$12,526,104 | -$12,526,104 | $12,526,104 | |
| ST CAPITAL GAINS FROM PUBLICLY TRADED INVESTMENTS | P | $2,587,276 | $2,587,276 | $2,587,276 | |
| ST CAPITAL LOSSES FROM PUBLICLY TRADED INVESTMENTS | P | -$13,372,900 | -$13,372,900 | $13,372,900 | |
| GENERAL ATLANTIC PARTNERS | P | -$883 | -$883 | $883 | |
| AEA INVESTORS FUND VI AIV LP | P | $2,423,386 | $2,423,386 | $2,423,386 | |
| WELLINGTON | P | -$336,742 | -$336,742 | $336,742 | |
| WLR RECOVERY FUND IV, L.P. | P | -$73,409 | -$73,409 | $73,409 | |
| LT CAPITAL GAINS FROM LIMITED PARTNERSHIPS | P | $12,944,074 | $12,944,074 | $12,944,074 | |
| ST CAPITAL GAINS FROM LIMITED PARTNERSHIPS | P | -$9,347,094 | -$9,347,094 | $9,347,094 | |
| SECTION 1231 GAIN | P | -$685,730 | -$685,730 | $685,730 | |
| OTHER SHORT TERM CAPITAL GAINS | P | -$3,655 | -$3,655 | $3,655 | |
| OTHER LONG TERM CAPITAL GAINS | P | $12,653,377 | $12,653,377 | $12,653,377 | |
| LOSSES TO TIE TO INVESTMENT INCOME | P | -$18,202,039 | -$18,202,039 | $18,202,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,198,164 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $214,099 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $214,099 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $214,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $850,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $850,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,700,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,485,901 | OverpaymentAmt |
| Applied To ES Tax | $1,485,901 | 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.STARRFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | COURTNEY O'MALLEY PRES - STARR FOU | IndividualWithBooksNm |
| Phone | 2129093600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| MR EE MATTHEWS | ||||||||
| 399 PARK AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MR HI SMITH | ||||||||
| 399 PARK AVENUE | NEW YORK | NY | 10022 | TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| MR JW GREENBERG | ||||||||
| 399 PARK AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MRS CP GREENBERG | ||||||||
| 399 PARK AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MR MR GREENBERG | ||||||||
| 399 PARK AVENUE | NEW YORK | NY | 10022 | BOARD CHAIRMAN AND DIRECTOR | 5.00 | $0 | $0 | $0 |
| MS FA DAVIS | ||||||||
| 399 PARK AVENUE | NEW YORK | NY | 10022 | PRESIDENT & DIRECTOR | 35.00 | $502,138 | $41,812 | $0 |
| MS J RENNER | ||||||||
| 399 PARK AVENUE | NEW YORK | NY | 10022 | ASSISTANT CORP. SECRETARY | 35.00 | $79,302 | $20,244 | $0 |
| MS M LIVINGSTON | ||||||||
| 399 PARK AVENUE | NEW YORK | NY | 10022 | VICE PRESIDENT & CORPORATE SECRETARY | 35.00 | $196,219 | $58,131 | $0 |
| MS Y LUKONEN | ||||||||
| 399 PARK AVENUE | NEW YORK | NY | 10022 | ASSISTANT TREASURER & DIR. OF FINANCE | 35.00 | $172,966 | $53,870 | $0 |
| MS A OSEI | ||||||||
| 399 PARK AVENUE | NEW YORK | NY | 10022 | ASSISTANT VP | 35.00 | $90,039 | $7,830 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTINE PENDLETON | ||||||||
| 399 PARK AVE | NEW YORK | NY | 10022 | EXECUTIVE ASSISTANT | 35.00 | $85,033 | $42,811 | $0 |
| JOANNA BAGINSKI | ||||||||
| 399 PARK AVE | NEW YORK | NY | 10022 | BOOKKEEPER | 35.00 | $65,895 | $44,288 | $0 |
| DAVID NORFREY | ||||||||
| 399 PARK AVE | NEW YORK | NY | 10022 | GRANTS ADMINISTRATIO | 35.00 | $53,637 | $37,086 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RFS OPCO LLC | |||||
| 45 ROCKEFELLER PLAZA 5TH FLOOR | NEW YORK | NY | 10112 | INVESTMENT ADVISORY SERVICES | $1,670,001 |
| GENERAL ATLANTIC | |||||
| 600 STEAMBOAT ROAD SUITE 105 | GREENWICH | CT | 06830 | INVESTMENT ADVISORY SERVICES | $712,876 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | |||||
| 1800 AVENUE OF THE STRS 3RD FLOOR | LOS ANGELES | CA | 90067 | INVESTMENT ADVISORY SERVICES | $638,447 |
| JACKSON SQUARE PARTNERS | |||||
| 101 CALIFORNIA STREET | SAN FRANCISCO | CA | 94111 | INVESTMENT ADVISORY SERVICES | $300,711 |
| LYRICAL ASSET MANAGEMENT LP | |||||
| 250 WEST 55TH STREET 37TH FLOOR | NEW YORK | NY | 10019 | INVESTMENT ADVISORY SERVICES | $240,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 6 | 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 | $366,903,643 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,392,246 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,141,388,124 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,607,684,013 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,607,684,013 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,115,260 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,583,568,753 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,178,438 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,178,438 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $214,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $214,099 | TotalTaxAmt |
| Distributable Before Adj | $78,964,339 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $78,964,339 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $78,964,339 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,430,471 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $76,430,471 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,964,339 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $31,390,721 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,495,834 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $51,886,555 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,430,471 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,430,471 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,533,868 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,533,868 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,352,687 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $49,352,687 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $28,856,853 | ExcessFromYear3Amt |
| Excess From Year2 | $20,495,834 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS COURTNEY O'MALLEY PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2129093600 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS NO APPLICATION FORM, BUT THE FOUNDATION EXPECTS PROPOSALS TO INCLUDE THE FOLLOWING: 1) COVER LETTER DESCRIBING THE ORGANIZATION AND SETTING FORTH THE TERMS OF THE PROPOSED GRANT; 2) BUDGET FOR THE PARTICULAR PROJECT FOR WHICH FUNDING IS SOUGHT; 3) LATEST AUDITED FINANCIAL STATEMENTS; 4) LIST OF OTHER MAJOR FINANCIAL SUPPORTERS, CURRENT OR ANTICIPATED; 5) LIST OF THE ORGANIZATION'S BOARD MEMBERS AND THEIR AFFILIATIONS, IF ANY; 6) MOST RECENT IRS DETERMINATION LETTER; 7) DETAILS OF OVERALL ADMINISTRATIVE EXPENSES INCLUDING THE SALARIES OF THE TOP FIVE EMPLOYEES; GENERALLY THE FOUNDATION WILL NOT FUND ORGANIZATIONS THAT SPEND MORE THAN 25% OF THEIR ANNUAL EXPENSES ON ADMINISTRATION AND FUNDRAISING; 8) OTHER INFORMATION MAY BE INCLUDED, BUT THE FOUNDATION PREFERS NOT TO RECEIVE VIDEOTAPES, DVDS, OR CDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES; PROPOSALS ARE REVIEWED ON A ROLLING BASIS THROUGHOUT THE YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TO INDIVIDUALS ARE LIMITED TO THE FOUNDATION'S ON-GOING SCHOLARSHIP PROGRAM, THE C.V. STARR SCHOLARSHIP PROGRAM AVAILABLE TO STARR COMPANIES EMPLOYEES' CHILDREN. WITH RESPECT TO THIS PROGRAM, THERE ARE LIMITATIONS PERTAINING TO ELIGIBILITY REQUIREMENTS AND SIZE OF AWARDS. THE SIZE OF SCHOLARSHIP AWARDS DEPENDS ON FINANCIAL NEED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (127 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALBERT H SMALL NORMANDY INSTITUTE INC | |||||||||||
| 22 VILLAGE DE BERNAVILLE | PICAUVILLE | FR | 50360 | PC | 2022 D-DAY PROGRAM FOR MILITARY LEADERS AND WEST POINT CADETS | $20,000 | |||||
| AMERICAN HOSPITAL OF PARIS | |||||||||||
| 63 BLVD VICTOR HUGO | NEUILLYSURSEINE | FR | 92200 | PC | RENOVATION OF THE EMERGENCY CARE CENTER | $50,000 | |||||
| JERUSALEM FOUNDATION INC | |||||||||||
| 11 RIVKA STREET PO BOX 10185 | JERUSALEM | IS | 91101 | PC | WORKFORCE DEVELOPMENT PROGRAMS AND RELATED OPERATIONAL COSTS | $10,000 | |||||
| INTERNATIONAL SCHOLARSHIP & TUITION SERVICES INC | |||||||||||
| PC | ADMINISTRATION OF STARR SCHOLARSHIP PROGRAM | $675,019 | 40 BURTON HILLS BLVD SUITE 170 | NASHVILLE | TN | 37215 | |||||
| BREWSTER CENTRAL SCHOOL DISTRICT | |||||||||||
| PC | BREWSTER SCHOLARSHIP PROGRAM | $50,000 | 40 FARM MARKET ROAD | BREWSTER | NY | 10509 | |||||
| NORTH SHORE COUNTRY DAY SCHOOL | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND | $100,000 | 310 GREEN BAY ROAD | WINNETKA | IL | 600934094 | |||||
| ONE TO WORLD INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $5,000 | 307 SEVENTH AVENUE SUITE 604 | NEW YORK | NY | 10001 | |||||
| OSS SOCIETY INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $25,000 | 7600 LEESBURG PIKE SUITE 470 EAST | FALLS CHURCH | VA | 22043 | |||||
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $25,000 | 725 S FIGUEROA STREET SUITE 450 | LOS ANGELES | CA | 90017 | |||||
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC | |||||||||||
| PC | RENOVATION OF DAVID GEFFEN HALL | $750,000 | DAVID GEFFEN HALL 10 LINCOLN CENTER | NEW YORK | NY | 100236970 | PLAZA | ||||
| PHIPPS NEIGHBORHOODS INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $25,000 | 902 BROADWAY 13TH FLOOR | NEW YORK | NY | 10010 | |||||
| POINTS OF LIGHT FOUNDATION | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $100,000 | 600 MEANS STREET SUITE 210 | ATLANTA | GA | 30318 | |||||
| POLICE ATHLETIC LEAGUE INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $50,000 | 34-1/2 EAST 12TH STREET | NEW YORK | NY | 10013 | |||||
| POSSE FOUNDATION INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $30,000 | 14 WALL STREET SUITE 8A-60 | NEW YORK | NY | 10005 | |||||
| ROCKEFELLER UNIVERSITY | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $25,000 | 1230 YORK AVENUE | NEW YORK | NY | 100656399 | |||||
| ROCKEFELLER UNIVERSITY | |||||||||||
| PC | MAURICE R. AND CORINNE P. GREENBERG CENTER FOR THE STUDY OF INFLAMMATION, MICROBIOME, AND METABOLISM | $5,000,000 | 1230 YORK AVENUE | NEW YORK | NY | 100656399 | |||||
| NEW YORK-PRESBYTERIAN FUND INC | |||||||||||
| PC | CAPITAL CAMPAIGN | $11,750,000 | 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | |||||
| NEW YORK UNIVERSITY (SCHOOL OF LAW) | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND | $85,000 | 40 WASHINGTON SQUARE SOUTH | NEW YORK | NY | 10012 | |||||
| NEW YORK UNIVERSITY | |||||||||||
| PC | ENDOWMENT AND MAURICE R. GREENBERG SCHOLARSHIP FUND | $725,000 | 185 WEST BROADWAY | NEW YORK | NY | 10013 | |||||
| NEW YORK SHAKESPEARE FESTIVAL | |||||||||||
| PC | 2022 SEASON OF FREE SHAKESPEARE IN THE PARK | $25,000 | 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | |||||
| NEW YORK LAW SCHOOL | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND | $100,000 | 185 WEST BROADWAY | NEW YORK | NY | 10013 | |||||
| NEW YORK CITY POLICE FOUNDATION INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $49,400 | 555 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10013 | |||||
| NEW YORK BOTANICAL GARDEN | |||||||||||
| PC | DIGITIZATION PROJECT AT THE C.V. STARR VIRTUAL HERBARIUM | $520,000 | 2900 SOUTHERN BOULEVARD | BRONX | NY | 104585126 | |||||
| NEW YORK BOTANICAL GARDEN | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND | $85,000 | 2900 SOUTHERN BOULEVARD | BRONX | NY | 104585126 | |||||
| NATIONAL REGISTRY OF EXONERATIONS FOUNDATION | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,000 | 1020 GLENHAVEN AVENUE | EAST LANSING | MI | 48823 | |||||
| NATIONAL COMMITTEE ON UNITED STATES-CHINA RELATIONS INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $1,100,000 | 6 EAST 43RD STREET 24TH FLOOR | NEW YORK | NY | 10017 | |||||
| MUSEUM OF AMERICAN FINANCE | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $30,000 | 25 BROADWAY 5TH FLOOR | NEW YORK | NY | 10004 | |||||
| MOTHERS2MOTHERS UNITED STATES INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $50,000 | 7441 W SUNSET BLVD SUITE 205 | LOS ANGELES | CA | 90046 | |||||
| METROPOLITAN MUSEUM OF ART | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $25,000 | 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | |||||
| MCCARTER THEATER COMPANY | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $50,000 | 91 UNIVERSITY PLACE | PRINCETON | NJ | 08540 | |||||
| MAX S BAUCUS INSTITUTE | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $100,000 | 32 CAMPUS DRIVE | MISSOULA | MT | 598016552 | |||||
| ROGOSIN INSTITUTE INC | |||||||||||
| PC | STUART SAAL ENDOWED RESEARCH FUND | $1,000,000 | 505 EAST 70TH STREET | NEW YORK | NY | 10021 | |||||
| SAINT ANN'S SCHOOL | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND | $15,000 | 129 PIERREPONT STREET | BROOKLYN HEIGHTS | NY | 11201 | |||||
| ST FRANCIS FOOD PANTRIES AND SHELTERS INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,000 | 450 SEVENTH AVENUE SUITE 601 | NEW YORK | NY | 10123 | |||||
| ST JOHNS UNIVERSITY NEW YORK | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $25,000 | 101 ASTOR PLACE | NEW YORK | NY | 10003 | |||||
| YOUNG AUDIENCES INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $22,000 | 1 EAST 53RD STREET 9TH FLOOR | NEW YORK | NY | 10022 | |||||
| YALE-CHINA ASSOCIATION INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,000 | PO BOX 6023 | HAMDEN | CT | 06517 | |||||
| YALE UNIVERSITY | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND AT YALE COLLEGE | $100,000 | PO BOX 208229 | NEW HAVEN | CT | 065208229 | |||||
| YALE UNIVERSITY | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND AT YALE SCHOOL OF MEDICINE | $100,000 | PO BOX 208229 | NEW HAVEN | CT | 065208229 | |||||
| WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS | |||||||||||
| PC | FREDERIC V. MALEK PUBLIC SERVICE LEADERSHIP FUND | $125,000 | ONE WOODROW WILSON PLAZA 1300 | WASHINGTON | DC | 200043027 | PENNSYLVANIS AVENUE NW | ||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| PC | GENERAL OPERATING AND PROGRAM SUPPORT, INCLUDING ZOONOTIC DISEASES | $50,000 | 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $23,050 | 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | |||||
| WELLS COLLEGE | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND | $50,000 | 170 MAIN STREET | AURORA | NY | 13026 | |||||
| WASHINGTON COLLEGE | |||||||||||
| PC | DIRECTOR OF CIVIC ENGAGEMENT POSITION AT THE STARR CENTER | $330,000 | 300 WASHINGTON AVENUE | CHESTERTOWN | MD | 21620 | |||||
| UNIVERSITY OF MIAMI | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND | $250,000 | PO BOX 248073 | CORAL GABLES | FL | 33124 | |||||
| UNIVERSITY OF MIAMI | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND | $50,000 | PO BOX 248073 | CORAL GABLES | FL | 33124 | |||||
| UNITED STATES-PHILIPPINES SOCIETY INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $25,000 | 1712 N STREET NW | WASHINGTON | DC | 20036 | |||||
| UNITED STATES FOUNDATION FOR THE COMMEMORATION OF THE WORLD WARS | |||||||||||
| PC | WORLD WAR I MEMORIAL IN WASHINGTON, D.C. | $1,000,000 | 701 PENNSYLVANIA AVENUE NW 123 | WASHINGTON | DC | 20004 | |||||
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $50,000 | 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | |||||
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $25,000 | 130 EAST 59TH STREET | NEW YORK | NY | 10022 | |||||
| US CHAMBER OF COMMERCE FOUNDATION | |||||||||||
| PC | RENOVATION OF THE CHAMBER'S HISTORIC BUILDING ON LAFAYETTE PARK IN WASHINGTON, D.C. | $3,000,000 | 1615 H STREET NW | WASHINGTON | DC | 200622000 | |||||
| TSINGHUA EDUCATION FOUNDATION N A INC | |||||||||||
| PC | SCHWARZMAN SCHOLARS PROGRAM | $5,000,000 | 2735 SAND HILL ROAD SUITE 110 | MENLO PARK | CA | 94025 | |||||
| THE STARR FOUNDATION MATCHING GRANTS PROGRAM | |||||||||||
| PC | MATCHING GRANTS TO VARIOUS ORGANIZATIONS | $9,865 | 399 PARK AVE 3RD FLOOR | NEW YORK | NY | 10022 | |||||
| THE RICHARD NIXON FOUNDATION | |||||||||||
| PC | COMMEMORATION OF THE 50TH ANNIVERSARY OF PRESIDENT NIXON'S TRIP TO THE PEOPLE'S REPUBLIC OF CHINA | $96,046 | 18001 YORBA LINDA BLVD | YORBA LINDA | CA | 92886 | |||||
| THE NATIONAL WORLD WAR II MUSEUM INC | |||||||||||
| PC | CREATION OF THE LIBERATION PAVILION | $300,000 | 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | |||||
| THE NATIONAL WORLD WAR II MUSEUM INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,000 | 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | |||||
| THE JOE TORRE SAFE AT HOME FOUNDATION | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $25,000 | 55 WEST 39TH STREET SUITE 600 | NEW YORK | NY | 10018 | |||||
| THE JEWISH MUSEUM | |||||||||||
| PC | "THE SASSOONS" EXHIBITION | $50,000 | 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | |||||
| THE CATHOLIC CHARITIES OF THE ARCHDIOCESE NEW YORK | |||||||||||
| PC | FEEDING OUR NEIGHBORS (EMERGENCY FOOD PROGRAM) | $10,000 | 1011 FIRST AVENUE 11TH FLOOR | NEW YORK | NY | 10022 | |||||
| THE CATHOLIC CHARITIES OF THE ARCHDIOCESE NEW YORK | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,000 | 1011 FIRST AVENUE 11TH FLOOR | NEW YORK | NY | 10022 | |||||
| ST JOHNS UNIVERSITY NEW YORK | |||||||||||
| PC | M.R. GREENBERG SCHOOL OF RISK MANAGEMENT, INSURANCE AND ACTUARIAL SCIENCE (SRM) INDUSTRY LEADERSHIP ENDOWMENT | $500,000 | 101 ASTOR PLACE | NEW YORK | NY | 10003 | |||||
| ST JOHNS UNIVERSITY NEW YORK | |||||||||||
| PC | M.R. GREENBERG SCHOOL OF RISK MANAGEMENT, INSURANCE AND ACTUARIAL SCIENCE (SRM) FACULTY SUPPORT ENDOWMENT | $1,000,000 | 101 ASTOR PLACE | NEW YORK | NY | 10003 | |||||
| ST JOHNS UNIVERSITY NEW YORK | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND | $1,500,000 | 101 ASTOR PLACE | NEW YORK | NY | 10003 | |||||
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $72,000 | 130 EAST 59TH STREET | NEW YORK | NY | 10022 | |||||
| MADELINE FIADINI LORE FOUNDATION FOR CANCER INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,000 | 142-A LEFANTE WAY | BAYONNE | NJ | 07002 | |||||
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | |||||||||||
| PC | LINCOLN CENTER CORPORATE FUND | $25,000 | 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | |||||
| AMERICA-ISRAEL FRIENDSHIP LEAGUE INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,000 | 251 W 30TH STREET 6TH FLOOR | NEW YORK | NY | 10001 | |||||
| COMMITTEE FOR THE GOVERNOR GEORGE E PATAKI | |||||||||||
| PC | ANNUAL 9/11 MEMORIAL | $30,000 | 32 NORTH DIVISION STREET | PEEKSKILL | NY | 10065 | |||||
| COLD SPRING HARBOR LABORATORY | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,000 | ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | |||||
| CITYMEALS-ON-WHEELS | |||||||||||
| PC | EMERGENCY MEAL DISTRIBUTION CENTER CAPITAL CAMPAIGN | $250,000 | 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | |||||
| CITY HARVEST INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $150,000 | 9 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10019 | |||||
| CITY HARVEST INC | |||||||||||
| PC | CAPITAL CAMPAIGN | $250,000 | 7 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10017 | |||||
| CITY HARVEST INC | |||||||||||
| PC | ANNUAL THANKSGIVING FOOD DRIVE | $25,000 | 8 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10018 | |||||
| CIA OFFICERS MEMORIAL FOUNDATION | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $48,200 | PO BOX 405 | HERNDON | VA | 201720405 | |||||
| CHOATE ROSEMARY HALL FOUNDATION INC | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND | $50,000 | 333 CHRISTIAN STREET PO BOX 5043 | WALLINGFORD | CT | 06492 | |||||
| CHOATE ROSEMARY HALL FOUNDATION INC | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND | $50,000 | 333 CHRISTIAN STREET PO BOX 5043 | WALLINGFORD | CT | 06492 | |||||
| CHINESE CULTURAL FOUNDATION INC | |||||||||||
| PC | PUBLICATION OF A CATALOGUE OF THE "EASTERN & WESTERN BORDERLESS" EXHIBITION | $25,000 | 77 WEST 55TH STREET SUITE 3F | NEW YORK | NY | 10019 | |||||
| CHILDREN OF ARMENIA FUND INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $50,000 | 149 FIFTH AVENUE SUITE 500 | NEW YORK | NY | 10010 | |||||
| CHIEF EXECUTIVE LEADERSHIP INSTITUTE | |||||||||||
| PC | PROGRAM SUPPORT | $250,000 | 101 CONSTITUTION AVENUE NW SUITE | WASHINGTON | DC | 20001 | 825 EAST | ||||
| CENTRAL PARK CONSERVANCY INC | |||||||||||
| PC | CAPITAL REPAIR PROJECT DUE TO INCREASED USAGE DURING THE COVID-19 LOCKDOWN | $25,000 | 14 EAST 60TH STREET | NEW YORK | NY | 10022 | |||||
| CENTER FOR THE NATIONAL INTEREST INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $25,000 | 1025 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | 1200 | ||||
| BUSINESS EXECUTIVES FOR NATIONAL SECURITY | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $20,000 | 1030 15TH STREET NW SUITE 200 EAST | WASHINGTON | DC | 20005 | |||||
| BUSINESS COUNCIL FOR INTERNATIONAL UNDERSTANDING INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,000 | 1501 BROADWAY SUITE 2300 | NEW YORK | NY | 10036 | |||||
| BROWN UNIVERSITY OF PROVIDENCE | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND | $100,000 | DIVISION OF ADVANCEMENT BOX 1893 | PROVIDENCE | RI | 02912 | |||||
| BROAD INSTITUTE INC | |||||||||||
| PC | STARR CANCER CONSORTIUM | $10,000,000 | 7 CAMBRIDGE CENTER | CAMBRIDGE | MA | 02142 | |||||
| BRETTON WOODS COMMITTEE | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $5,000 | 1701 K STREET NW SUITE 950 | WASHINGTON | DC | 20006 | |||||
| BREAKING GROUND HOUSING DEVELOPMENT FUND CORPORATION | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $25,000 | 505 EIGHTH AVENUE 5TH FLOOR | NEW YORK | NY | 10018 | |||||
| ASIAN CULTURAL COUNCIL INC | |||||||||||
| PC | CAPITAL CAMPAIGN | $250,000 | ONE ROCKEFELLER PLAZA ROOM 2500 | NEW YORK | NY | 10020 | |||||
| ARMY HISTORICAL FOUNDATION INC | |||||||||||
| PC | NATIONAL MUSEUM OF THE UNITED STATES ARMY | $100,000 | 1775 LIBERTY DRIVE SUITE 400 | FORT BELVOIR | VA | 22060 | |||||
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY | |||||||||||
| PC | MCCAIN INSTITUTE'S GLOBAL LEADERS PROGRAM | $200,000 | 1800 I ST NW SIXTH FLOOR | WASHINGTON | DC | 20006 | |||||
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY | |||||||||||
| PC | MCCAIN INSTITUTE'S IMPACT FUND | $1,000,000 | 1800 I ST NW SIXTH FLOOR | WASHINGTON | DC | 20006 | |||||
| ARCHDIOCESE OF NEW YORK | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $50,000 | 1011 FIRST AVENUE 14TH FLOOR | NEW YORK | NY | 10022 | |||||
| APPEAL OF CONSCIENCE FOUNDATION | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $25,000 | 119 WEST 57TH STREET | NEW YORK | NY | 10019 | |||||
| COMMUNITY SERVICE SOCIETY OF NEW YORK | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $22,900 | 633 THIRD AVE 10TH FLOOR | NEW YORK | NY | 10017 | |||||
| CORNELL UNIVERSITY (WEILL CORNELL MEDICINE) | |||||||||||
| PC | ROMA-W TRIAL ON OPTIMAL CARDIAC BYPASS SURGERY MODALITIES FOR FEMALE PATIENTS | $500,000 | 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | |||||
| CORNELL UNIVERSITY (WEILL CORNELL MEDICINE) | |||||||||||
| PC | MAURICE R. GREENBERG FELLOWSHIP IN GERIATRICS AND PALLIATIVE CARE | $15,000 | 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | |||||
| CORNELL UNIVERSITY (WEILL CORNELL MEDICINE) | |||||||||||
| PC | DEAN'S SPECIAL SCHOLARSHIP FUND | $7,000,000 | 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | |||||
| YOUNG AUDIENCES-NEW YORK INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $50,000 | 1 EAST 53RD STREET 9TH FLOOR | NEW YORK | NY | 10022 | |||||
| JAZZ AT LINCOLN CENTER INC | |||||||||||
| PC | PRESENTATION OF "THE SHANGHAI SUITE" | $50,000 | 3 COLUMBUS CIRCLE 12TH FLOOR | NEW YORK | NY | 10019 | |||||
| JAPAN SOCIETY INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $25,000 | 333 EAST 47TH STREET | NEW YORK | NY | 10017 | |||||
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||||||
| PC | HUMANITARIAN CRISES AND CONSEQUENCES RESULTING FROM THE RUSSIAN ATTACK ON UKRAINE | $5,000,000 | 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | |||||
| INNOCENCE PROJECT INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $50,000 | 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | |||||
| HUDSON INSTITUTE INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $74,460 | 1201 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | 400 | ||||
| HOSPITAL FOR SPECIAL SURGERY FUND INC | |||||||||||
| PC | ENDOWED CHAIR IN PAIN MANAGEMENT | $600,000 | 535 EAST 70TH STREET | NEW YORK | NY | 10021 | |||||
| HOSPITAL FOR SPECIAL SURGERY FUND INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $50,000 | 535 EAST 70TH STREET | NEW YORK | NY | 10021 | |||||
| HOLE IN THE WALL GANG FUND INC | |||||||||||
| PC | DOUBLE H RANCH CAMP IN THE ADIRONDACKS | $10,000 | 230 EAST AVENUE SUITE 107 | NORWALK | CT | 06855 | |||||
| HEREDITARY DISEASE FOUNDATION | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,000 | 601 WEST 168TH STREET SUITE 54 | NEW YORK | NY | 10032 | |||||
| HEREDITARY DISEASE FOUNDATION | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $15,000 | 601 WEST 168TH STREET SUITE 54 | NEW YORK | NY | 10032 | |||||
| HEBREW HOME FOR THE AGED AT RIVERDALE | |||||||||||
| PC | 1:1 CHALLENGE GRANT IN SUPPORT OF THE RIVER'S EDGE CONTINUING CARE RETIREMENT COMMUNITY CAMPAIGN | $5,000,000 | 5901 PALISADE AVENUE | RIVERDALE | NY | 10471 | |||||
| HEBREW HOME FOR THE AGED AT RIVERDALE | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $105,000 | 5901 PALISADE AVENUE | RIVERDALE | NY | 10471 | |||||
| LYMPHOMA RESEARCH FOUNDATION | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,000 | 88 PINE STREET SUITE 2400 | NEW YORK | NY | 10005 | |||||
| HARLEM CHILDREN'S ZONE INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $50,000 | 35 EAST 125TH STREET | NEW YORK | NY | 10035 | |||||
| GIVE2ASIA | |||||||||||
| PC | CHINA DEVELOPMENT RESEARCH FOUNDATION, CHILD DEVELOPMENT IN DISADVANTAGED REGIONS PROJECT | $367,594 | 2201 BROADWAY 4TH FLOOR | OAKLAND | CA | 94612 | |||||
| GILL ST BERNARD'S SCHOOL | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND | $50,000 | PO BOX 604 ST BERNARDS ROAD | GLADSTONE | NJ | 07934 | |||||
| GEORGIA STATE UNIVERSITY | |||||||||||
| PC | MAURICE R. GREENBERG SCHOOL OF RISK SCIENCE | $5,000,000 | PO BOX 4036 | ATLANTA | GA | 30302 | |||||
| GEORGETOWN UNIVERSITY | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND AT GEORGETOWN LAW SCHOOL | $50,000 | 600 NEW JERSEY AVENUE NW | WASHINGTON | DC | 20001 | |||||
| FRIENDS OF TSINGHUA SEM INC | |||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND | $100,000 | 4677 OLD IRONSIDES DRIVE STE 300 | STA CLARA | CA | 95054 | |||||
| FRIENDS OF NOTRE-DAME DE PARIS INC | |||||||||||
| PC | REBUILDING OF NOTRE-DAME CATHEDRAL | $1,600,000 | 1717 PENNSYLVANIA AVE NW SUITE 425 | WASHINGTON | DC | 20006 | |||||
| FRIENDS OF GREEN CHIMNEYS | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,000 | 400 DOANSBURG ROAD BOX 719 | BREWSTER | NY | 10509 | |||||
| FRENCH-AMERICAN FOUNDATION FOR THE DEVELOPMENT | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $25,000 | 28 WEST 44TH STREET SUITE 912 | NEW YORK | NY | 10036 | |||||
| FOREIGN POLICY ASSOCIATION INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,000 | 551 FIFTH AVENUE | NEW YORK | NY | 10176 | |||||
| FINANCIAL SERVICES VOLUNTEER CORPS INC | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $5,000 | 10 EAST 53RD STREET 36TH FLOOR | NEW YORK | NY | 10022 | |||||
| FEEDING AMERICA | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $50,000 | 161 N CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | |||||
| ENGLISH-SPEAKING UNION OF THE UNITED STATES | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $25,000 | 144 EAST 39TH STREET | NEW YORK | NY | 10016 | |||||
| ELIZABETH SETON PEDIATRIC CENTER | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,000 | 300 CORPORATE BLVD SOUTH | YONKERS | NY | 10701 | |||||
| GIVE2ASIA | |||||||||||
| PC | CHINA DEVELOPMENT RESEARCH FOUNDATION, CHINA DEVELOPMENT FORUM 2022 | $111,001 | 2201 BROADWAY 4TH FLOOR | OAKLAND | CA | 94612 | |||||
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF PRINCETON NJ | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $15,000 | 56 PAUL ROBESON PLACE | PRINCETON | NJ | 08540 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,621,535 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HOSPITAL OF PARIS | ||||||||||
| 63 BLVD VICTOR HUGO | NEUILLYSURSEINE | FR | 92200 | PC | CAPITAL CAMPAIGN | $10,000,000 | ||||
| ROGOSIN INSTITUTE INC | ||||||||||
| PC | SAAL-GREENBERG FUND | $10,000,000 | 505 EAST 70TH STREET | NEW YORK | NY | 10021 | ||||
| NEW YORK UNIVERSITY | ||||||||||
| PC | ENDOWMENT | $1,875,000 | 185 WEST BROADWAY | NEW YORK | NY | 10013 | ||||
| YALE UNIVERSITY | ||||||||||
| PC | MAURICE R. GREENBERG SCHOLARSHIP FUND IN SUPPORT OF DEBT-FREE EDUCATION FOR THE YALE SCHOOL OF MEDICINE | $25,000,000 | PO BOX 208229 | NEW HAVEN | CT | 065208229 | ||||
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | ||||||||||
| PC | CREATION OF AN ENDOWMENT FOR THE CENTER FOR THE REVITALIZATION OF AMERICAN INSTITUTIONS | $25,000,000 | 434 GALVEZ MALL | STANFORD | CA | 94305 | ||||
| CITY HARVEST INC | ||||||||||
| PC | CAPITAL CAMPAIGN | $750,000 | 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | ||||
| CGCC FOUNDATION INC | ||||||||||
| PC | GENERAL OPERATING SUPPORT | $25,000 | 19 EAST 48TH STREET 3RD FLOOR | NEW YORK | NY | 10017 | ||||
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY | ||||||||||
| PC | MCCAIN INSTITUT'S GLOBAL LEADERS PROGRAM ENDOWMENT CAMPAIGN | $1,000,000 | 1800 I ST NW SIXTH FLOOR | WASHINGTON | DC | 20006 | ||||
| HEBREW HOME FOR THE AGED AT RIVERDALE | ||||||||||
| PC | THE GREENBERG/STARR 1:1 CHALLENGE GRANT | $15,000,000 | 5901 PALISADE AVENUE | RIVERDALE | NY | 10471 | ||||
| GEORGIA STATE UNIVERSITY | ||||||||||
| PC | MAURICE R. GREENBERG SCHOOL OF RISK SCIENCE | $10,000,000 | PO BOX 4036 | ATLANTA | GA | 30302 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $98,650,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,757,651 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,971,370 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,500,121 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $422,246 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $7,393,616 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,257,772 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,651,388 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ MARKS PANETH | CategoryTxt |
| Amt | $108,900 | Amt |
| Net Investment Income | $54,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $54,450 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (100 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2006-06-30 | $1,040,000 | $605,088 | SL | 27.500000000000 | $37,818 | $0 |
| LAND | 2006-06-30 | $260,000 | L | $0 | $0 | ||
| BUILDING & GROUND IMPROVEMENTS | 2006-06-30 | $202,450 | $117,792 | SL | 27.500000000000 | $7,362 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2007-01-01 | $387,960 | $211,620 | SL | 27.500000000000 | $14,108 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2008-01-01 | $99,957 | $50,890 | SL | 27.500000000000 | $3,635 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2009-01-01 | $10,326 | $1,061 | SL | 27.500000000000 | $375 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2010-04-16 | $5,275 | $2,240 | SL | 27.500000000000 | $192 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2010-04-16 | $7,500 | $3,185 | SL | 27.500000000000 | $273 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2010-05-14 | $7,500 | $3,185 | SL | 27.500000000000 | $273 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2010-05-27 | $5,190 | $2,189 | SL | 27.500000000000 | $189 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2010-05-27 | $7,500 | $3,162 | SL | 27.500000000000 | $273 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2010-05-27 | $600 | $255 | SL | 27.500000000000 | $22 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2010-06-22 | $1,625 | $679 | SL | 27.500000000000 | $59 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2010-09-09 | $1,625 | $669 | SL | 27.500000000000 | $59 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2011-02-16 | $1,505 | $596 | SL | 27.500000000000 | $55 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2011-02-25 | $8,796 | $3,467 | SL | 27.500000000000 | $320 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2011-03-16 | $26,961 | $10,535 | SL | 27.500000000000 | $980 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2011-04-06 | $11,123 | $4,343 | SL | 27.500000000000 | $404 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2011-04-27 | $7,895 | $3,061 | SL | 27.500000000000 | $287 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2011-05-04 | $1,828 | $704 | SL | 27.500000000000 | $66 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2011-11-02 | $3,214 | $1,189 | SL | 27.500000000000 | $117 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2012-02-02 | $344 | $128 | SL | 27.500000000000 | $13 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2012-02-06 | $7,480 | $2,697 | SL | 27.500000000000 | $272 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2012-08-07 | $1,208 | $414 | SL | 27.500000000000 | $44 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2013-04-12 | $36,000 | $11,454 | SL | 27.500000000000 | $1,309 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2013-07-08 | $592 | $187 | SL | 27.500000000000 | $22 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2013-08-31 | $1,438 | $433 | SL | 27.500000000000 | $52 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2013-09-24 | $6,079 | $1,823 | SL | 27.500000000000 | $221 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2014-07-14 | $1,400 | $382 | SL | 27.500000000000 | $51 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2015-10-05 | $5,000 | $1,137 | SL | 27.500000000000 | $182 | $0 |
| COMPUTER EQUIPMENT | 2016-05-02 | $663 | $663 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2016-05-02 | $851 | $851 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2016-05-02 | $7,069 | $7,069 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2016-05-25 | $4,539 | $4,539 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2016-05-25 | $1,753 | $1,753 | SL | 5.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2016-03-31 | $4,299 | $2,059 | SL | 12.000000000000 | $358 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2016-01-11 | $9,400 | $2,052 | SL | 27.500000000000 | $342 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2016-01-13 | $3,680 | $804 | SL | 27.500000000000 | $134 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2016-05-12 | $1,399 | $289 | SL | 27.500000000000 | $51 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2016-06-22 | $1,399 | $280 | SL | 27.500000000000 | $51 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2016-07-07 | $2,844 | $567 | SL | 27.500000000000 | $103 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2016-07-25 | $1,399 | $276 | SL | 27.500000000000 | $51 | $0 |
| FURNITURE / FIXTURES | 2017-02-22 | $30,643 | $21,160 | SL | 7.000000000000 | $4,378 | $0 |
| FURNITURE / FIXTURES | 2017-03-31 | $675 | $456 | SL | 7.000000000000 | $96 | $0 |
| FURNITURE / FIXTURES | 2017-10-23 | $3,673 | $2,187 | SL | 7.000000000000 | $525 | $0 |
| LEASEHOLD IMPROVEMENTS | 2017-03-31 | $4,991 | $1,976 | SL | 12.000000000000 | $416 | $0 |
| LEASEHOLD IMPROVEMENTS | 2017-10-23 | $5,304 | $1,842 | SL | 12.000000000000 | $442 | $0 |
| LEASEHOLD IMPROVEMENTS | 2017-12-04 | $3,058 | $1,041 | SL | 12.000000000000 | $255 | $0 |
| COMPUTER EQUIPMENT | 2018-02-23 | $515 | $395 | SL | 5.000000000000 | $103 | $0 |
| COMPUTER EQUIPMENT | 2018-04-10 | $11,921 | SL | 5.000000000000 | $2,384 | $0 | |
| COMPUTER EQUIPMENT | 2018-08-06 | $6,206 | $4,240 | SL | 5.000000000000 | $1,241 | $0 |
| COMPUTER EQUIPMENT | 2018-10-01 | $2,482 | $1,612 | SL | 5.000000000000 | $496 | $0 |
| COMPUTER EQUIPMENT | 2018-10-01 | $418 | $273 | SL | 5.000000000000 | $84 | $0 |
| COMPUTER EQUIPMENT | 2018-10-01 | $438 | $286 | SL | 5.000000000000 | $88 | $0 |
| FURNITURE / FIXTURES | 2018-02-23 | $288 | $157 | SL | 7.000000000000 | $41 | $0 |
| FURNITURE / FIXTURES | 2019-01-15 | $1,674 | $717 | SL | 7.000000000000 | $239 | $0 |
| FURNITURE / FIXTURES | 2019-01-23 | $2,646 | $1,103 | SL | 7.000000000000 | $378 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2019-05-21 | $1,219 | $114 | SL | 27.500000000000 | $44 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2019-05-21 | $122 | $11 | SL | 27.500000000000 | $4 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2019-08-20 | $3,700 | $315 | SL | 27.500000000000 | $135 | $0 |
| COMPUTER EQUIPMENT | 2019-01-10 | $6,419 | $3,852 | SL | 5.000000000000 | $1,284 | $0 |
| COMPUTER EQUIPMENT | 2019-07-24 | $549 | $266 | SL | 5.000000000000 | $110 | $0 |
| COMPUTER EQUIPMENT | 2019-07-24 | $569 | $275 | SL | 5.000000000000 | $114 | $0 |
| COMPUTER EQUIPMENT | 2019-11-01 | $16,119 | $6,985 | SL | 5.000000000000 | $3,224 | $0 |
| COMPUTER EQUIPMENT | 2019-11-05 | $1,012 | $438 | SL | 5.000000000000 | $202 | $0 |
| COMPUTER EQUIPMENT | 2019-11-19 | $1,852 | $771 | SL | 5.000000000000 | $370 | $0 |
| COMPUTER EQUIPMENT | 2020-02-13 | $46 | $17 | SL | 5.000000000000 | $9 | $0 |
| COMPUTER EQUIPMENT | 2020-02-13 | $239 | $92 | SL | 5.000000000000 | $48 | $0 |
| COMPUTER EQUIPMENT | 2020-04-01 | $8,773 | $3,071 | SL | 5.000000000000 | $1,755 | $0 |
| COMPUTER EQUIPMENT | 2020-04-24 | $717 | $239 | SL | 5.000000000000 | $143 | $0 |
| COMPUTER EQUIPMENT | 2020-04-24 | $50 | $17 | SL | 5.000000000000 | $10 | $0 |
| COMPUTER EQUIPMENT | 2020-04-24 | $224 | $75 | SL | 5.000000000000 | $45 | $0 |
| COMPUTER EQUIPMENT | 2020-06-25 | $1,414 | $424 | SL | 5.000000000000 | $283 | $0 |
| COMPUTER EQUIPMENT | 2020-07-13 | $1,499 | $450 | SL | 5.000000000000 | $300 | $0 |
| COMPUTER EQUIPMENT | 2020-07-13 | $140 | $42 | SL | 5.000000000000 | $28 | $0 |
| COMPUTER EQUIPMENT | 2020-08-24 | $949 | $253 | SL | 5.000000000000 | $190 | $0 |
| COMPUTER EQUIPMENT | 2020-12-09 | $276 | $60 | SL | 5.000000000000 | $55 | $0 |
| COMPUTER EQUIPMENT | 2020-12-24 | $2,173 | $435 | SL | 5.000000000000 | $435 | $0 |
| SOFTWARE | 2020-07-21 | $3,750 | $1,771 | SL | 3.000000000000 | $1,250 | $0 |
| FURNITURE / FIXTURES | 2020-04-24 | $822 | $195 | SL | 7.000000000000 | $117 | $0 |
| LEASEHOLD IMPROVEMENTS | 2020-02-04 | $3,239 | $517 | SL | 12.000000000000 | $270 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2020-07-23 | $2,015 | $104 | SL | 27.500000000000 | $73 | $0 |
| COMPUTER | 2021-03-26 | $826 | $124 | SL | 5.000000000000 | $165 | $0 |
| COMPUTER | 2021-03-31 | $252 | $38 | SL | 5.000000000000 | $50 | $0 |
| COMPUTER | 2021-03-31 | $157 | $24 | SL | 5.000000000000 | $31 | $0 |
| COMPUTER | 2021-03-31 | $54 | $8 | SL | 5.000000000000 | $11 | $0 |
| COMPUTER | 2021-03-31 | $24 | $4 | SL | 5.000000000000 | $5 | $0 |
| COMPUTER | 2021-03-31 | $1,089 | $163 | SL | 5.000000000000 | $218 | $0 |
| COMPUTER | 2021-03-31 | $24 | $4 | SL | 5.000000000000 | $5 | $0 |
| COMPUTER | 2021-03-31 | $27 | $4 | SL | 5.000000000000 | $5 | $0 |
| COMPUTER | 2021-04-29 | $1,842 | $246 | SL | 5.000000000000 | $368 | $0 |
| COMPUTER | 2021-09-10 | $3,371 | $225 | SL | 5.000000000000 | $674 | $0 |
| COMPUTER | 2021-10-20 | $601 | $20 | SL | 5.000000000000 | $120 | $0 |
| SOFTWARE | 2021-02-25 | $980 | $272 | SL | 3.000000000000 | $327 | $0 |
| SOFTWARE | 2021-03-31 | $434 | $109 | SL | 3.000000000000 | $145 | $0 |
| SOFTWARE | 2021-03-31 | $312 | $78 | SL | 3.000000000000 | $104 | $0 |
| SOFTWARE | 2021-03-31 | $312 | $78 | SL | 3.000000000000 | $104 | $0 |
| SOFTWARE | 2021-04-29 | $1,529 | $340 | SL | 3.000000000000 | $510 | $0 |
| FURNITURE/FIXTURE | 2021-09-23 | $399 | $14 | SL | 7.000000000000 | $57 | $0 |
| BUILDING & GROUND IMPROVEMENTS | 2022-12-31 | $298,642 | SL | 27.500000000000 | $0 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|---|---|
| UBIT ST GAINS | 2022-06 | PURCHASED | 2022-12 | $14,853 | COST | $0 | $14,853 | |
| UBIT LT GAINS | 2021-01 | PURCHASED | 2022-12 | COST | $0 | -$123,759 | $123,759 | |
| UBIT 1231 GAINS | 2021-01 | PURCHASED | 2022-12 | $531,152 | COST | $0 | $531,152 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLIC EQUITY | $43,793,268 | $53,264,543 |
| THIRD PARTY MANAGERS EQUITY | $690,022,754 | $781,365,595 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIP INTERESTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $490,925,504 | BookValueAmt |
| EOYFMV | $555,010,720 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (100 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $1,040,000 | $642,906 | $397,094 | $397,094 |
| LAND | $260,000 | $0 | $260,000 | $260,000 |
| BUILDING & GROUND IMPROVEMENTS | $202,450 | $125,154 | $77,296 | $77,296 |
| BUILDING & GROUND IMPROVEMENTS | $387,960 | $225,728 | $162,232 | $162,232 |
| BUILDING & GROUND IMPROVEMENTS | $99,957 | $54,525 | $45,432 | $45,432 |
| BUILDING & GROUND IMPROVEMENTS | $10,326 | $1,436 | $8,890 | $8,890 |
| BUILDING & GROUND IMPROVEMENTS | $5,275 | $2,432 | $2,843 | $2,843 |
| BUILDING & GROUND IMPROVEMENTS | $7,500 | $3,458 | $4,042 | $4,042 |
| BUILDING & GROUND IMPROVEMENTS | $7,500 | $3,458 | $4,042 | $4,042 |
| BUILDING & GROUND IMPROVEMENTS | $5,190 | $2,378 | $2,812 | $2,812 |
| BUILDING & GROUND IMPROVEMENTS | $7,500 | $3,435 | $4,065 | $4,065 |
| BUILDING & GROUND IMPROVEMENTS | $600 | $277 | $323 | $323 |
| BUILDING & GROUND IMPROVEMENTS | $1,625 | $738 | $887 | $887 |
| BUILDING & GROUND IMPROVEMENTS | $1,625 | $728 | $897 | $897 |
| BUILDING & GROUND IMPROVEMENTS | $1,505 | $651 | $854 | $854 |
| BUILDING & GROUND IMPROVEMENTS | $8,796 | $3,787 | $5,009 | $5,009 |
| BUILDING & GROUND IMPROVEMENTS | $26,961 | $11,515 | $15,446 | $15,446 |
| BUILDING & GROUND IMPROVEMENTS | $11,123 | $4,747 | $6,376 | $6,376 |
| BUILDING & GROUND IMPROVEMENTS | $7,895 | $3,348 | $4,547 | $4,547 |
| BUILDING & GROUND IMPROVEMENTS | $1,828 | $770 | $1,058 | $1,058 |
| BUILDING & GROUND IMPROVEMENTS | $3,214 | $1,306 | $1,908 | $1,908 |
| BUILDING & GROUND IMPROVEMENTS | $344 | $141 | $203 | $203 |
| BUILDING & GROUND IMPROVEMENTS | $7,480 | $2,969 | $4,511 | $4,511 |
| BUILDING & GROUND IMPROVEMENTS | $1,208 | $458 | $750 | $750 |
| BUILDING & GROUND IMPROVEMENTS | $36,000 | $12,763 | $23,237 | $23,237 |
| BUILDING & GROUND IMPROVEMENTS | $592 | $209 | $383 | $383 |
| BUILDING & GROUND IMPROVEMENTS | $1,438 | $485 | $953 | $953 |
| BUILDING & GROUND IMPROVEMENTS | $6,079 | $2,044 | $4,035 | $4,035 |
| BUILDING & GROUND IMPROVEMENTS | $1,400 | $433 | $967 | $967 |
| BUILDING & GROUND IMPROVEMENTS | $5,000 | $1,319 | $3,681 | $3,681 |
| COMPUTER EQUIPMENT | $663 | $663 | $0 | $0 |
| COMPUTER EQUIPMENT | $851 | $851 | $0 | $0 |
| COMPUTER EQUIPMENT | $7,069 | $7,069 | $0 | $0 |
| COMPUTER EQUIPMENT | $4,539 | $4,539 | $0 | $0 |
| COMPUTER EQUIPMENT | $1,753 | $1,753 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | $4,299 | $2,417 | $1,882 | $1,882 |
| BUILDING & GROUND IMPROVEMENTS | $9,400 | $2,394 | $7,006 | $7,006 |
| BUILDING & GROUND IMPROVEMENTS | $3,680 | $938 | $2,742 | $2,742 |
| BUILDING & GROUND IMPROVEMENTS | $1,399 | $340 | $1,059 | $1,059 |
| BUILDING & GROUND IMPROVEMENTS | $1,399 | $331 | $1,068 | $1,068 |
| BUILDING & GROUND IMPROVEMENTS | $2,844 | $670 | $2,174 | $2,174 |
| BUILDING & GROUND IMPROVEMENTS | $1,399 | $327 | $1,072 | $1,072 |
| FURNITURE / FIXTURES | $30,643 | $25,538 | $5,105 | $5,105 |
| FURNITURE / FIXTURES | $675 | $552 | $123 | $123 |
| FURNITURE / FIXTURES | $3,673 | $2,712 | $961 | $961 |
| LEASEHOLD IMPROVEMENTS | $4,991 | $2,392 | $2,599 | $2,599 |
| LEASEHOLD IMPROVEMENTS | $5,304 | $2,284 | $3,020 | $3,020 |
| LEASEHOLD IMPROVEMENTS | $3,058 | $1,296 | $1,762 | $1,762 |
| COMPUTER EQUIPMENT | $515 | $498 | $17 | $17 |
| COMPUTER EQUIPMENT | $11,921 | $2,384 | $9,537 | $9,537 |
| COMPUTER EQUIPMENT | $6,206 | $5,481 | $725 | $725 |
| COMPUTER EQUIPMENT | $2,482 | $2,108 | $374 | $374 |
| COMPUTER EQUIPMENT | $418 | $357 | $61 | $61 |
| COMPUTER EQUIPMENT | $438 | $374 | $64 | $64 |
| FURNITURE / FIXTURES | $288 | $198 | $90 | $90 |
| FURNITURE / FIXTURES | $1,674 | $956 | $718 | $718 |
| FURNITURE / FIXTURES | $2,646 | $1,481 | $1,165 | $1,165 |
| BUILDING & GROUND IMPROVEMENTS | $1,219 | $158 | $1,061 | $1,061 |
| BUILDING & GROUND IMPROVEMENTS | $122 | $15 | $107 | $107 |
| BUILDING & GROUND IMPROVEMENTS | $3,700 | $450 | $3,250 | $3,250 |
| COMPUTER EQUIPMENT | $6,419 | $5,136 | $1,283 | $1,283 |
| COMPUTER EQUIPMENT | $549 | $376 | $173 | $173 |
| COMPUTER EQUIPMENT | $569 | $389 | $180 | $180 |
| COMPUTER EQUIPMENT | $16,119 | $10,209 | $5,910 | $5,910 |
| COMPUTER EQUIPMENT | $1,012 | $640 | $372 | $372 |
| COMPUTER EQUIPMENT | $1,852 | $1,141 | $711 | $711 |
| COMPUTER EQUIPMENT | $46 | $26 | $20 | $20 |
| COMPUTER EQUIPMENT | $239 | $140 | $99 | $99 |
| COMPUTER EQUIPMENT | $8,773 | $4,826 | $3,947 | $3,947 |
| COMPUTER EQUIPMENT | $717 | $382 | $335 | $335 |
| COMPUTER EQUIPMENT | $50 | $27 | $23 | $23 |
| COMPUTER EQUIPMENT | $224 | $120 | $104 | $104 |
| COMPUTER EQUIPMENT | $1,414 | $707 | $707 | $707 |
| COMPUTER EQUIPMENT | $1,499 | $750 | $749 | $749 |
| COMPUTER EQUIPMENT | $140 | $70 | $70 | $70 |
| COMPUTER EQUIPMENT | $949 | $443 | $506 | $506 |
| COMPUTER EQUIPMENT | $276 | $115 | $161 | $161 |
| COMPUTER EQUIPMENT | $2,173 | $870 | $1,303 | $1,303 |
| SOFTWARE | $3,750 | $3,021 | $729 | $729 |
| FURNITURE / FIXTURES | $822 | $312 | $510 | $510 |
| LEASEHOLD IMPROVEMENTS | $3,239 | $787 | $2,452 | $2,452 |
| BUILDING & GROUND IMPROVEMENTS | $2,015 | $177 | $1,838 | $1,838 |
| COMPUTER | $826 | $289 | $537 | $537 |
| COMPUTER | $252 | $88 | $164 | $164 |
| COMPUTER | $157 | $55 | $102 | $102 |
| COMPUTER | $54 | $19 | $35 | $35 |
| COMPUTER | $24 | $9 | $15 | $15 |
| COMPUTER | $1,089 | $381 | $708 | $708 |
| COMPUTER | $24 | $9 | $15 | $15 |
| COMPUTER | $27 | $9 | $18 | $18 |
| COMPUTER | $1,842 | $614 | $1,228 | $1,228 |
| COMPUTER | $3,371 | $899 | $2,472 | $2,472 |
| COMPUTER | $601 | $140 | $461 | $461 |
| SOFTWARE | $980 | $599 | $381 | $381 |
| SOFTWARE | $434 | $254 | $180 | $180 |
| SOFTWARE | $312 | $182 | $130 | $130 |
| SOFTWARE | $312 | $182 | $130 | $130 |
| SOFTWARE | $1,529 | $850 | $679 | $679 |
| FURNITURE/FIXTURE | $399 | $71 | $328 | $328 |
| BUILDING & GROUND IMPROVEMENTS | $298,642 | $0 | $298,642 | $298,642 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCHANGE ACCOUNT | Desc |
| EOY Book Value | $1,076 | EOYBookValueAmt |
| EOYFMV | $1,076 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 BOOK TO TAX DIFFERENCES | Desc |
| Amt | $278,398 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTERS & SOFTWARE | $11,492 | $0 | $11,492 |
| INSURANCE | $222,103 | $177,682 | $44,421 |
| SCHOLARSHIP ADMIN EXPENSE | $7,000 | $0 | $7,000 |
| OTHER EXP | $597 | $0 | $597 |
| OFFICE EXPENSES | $87,732 | $70,186 | $17,546 |
| LIMITED PARTNERSHIP CHARITABLE CONTRIBUTIONS | $2,948 | $0 | $2,948 |
| LIMITED PARTNERSHIP DEDUCTIONS RELATED TO PORTFOLIO INCOME | $8,596,859 | $8,593,261 | $0 |
| LIMITED PARTNERSHIP OTHER DEDUCITONS | $5,064,956 | $1,792,066 | $0 |
| LIMITED PARTNERSHIP SECITON 179 EXPENSE | $14 | $14 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN CURRENCY GAIN/LOSS | -$24,762 | -$24,762 | -$24,762 |
| LIMITED PARTNERSHIP OTHER INCOME | $3,219,452 | $3,365,641 | $3,219,452 |
| LIMITED PARTNERSHIP ROYALTY INCOME | $155,246 | $155,246 | $155,246 |
| LIMITED PARTNERSHIP ORDINARY INCOME | $861,070 | -$52,734 | $861,070 |
| LIMITED PARTNERSHIP DIVIDEND INCOME | $8,329,615 | $8,312,051 | $8,329,615 |
| LIMITED PARTNERSHIP INTEREST INCOME | $14,117,822 | $7,931,631 | $14,117,822 |
| LP AMOUNT OF PTPS THAT IS REPORTED ON 990-T | -$229,169 | ||
| MISC INCOME | $42,217 | $42,217 | $42,217 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX EXEMPT INCOME | Desc |
| Amt | $174,503 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES | Desc |
| BOY Book Value | $85,079 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (17 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EDUCATIONAL/COMPUTER/OTHER CONSULTANTS | $178,477 | $0 | $178,477 |
| ADP, INC | $2,960 | $0 | $2,960 |
| INVESTMENT FEES | $536 | $536 | $0 |
| GENERAL ATLANTIC INVESTMENT FEES | $712,876 | $712,876 | $0 |
| HIGHCLERE INTERNATIONAL INVESTMENT FEES | $235,818 | $235,818 | $0 |
| JP MORGAN INVESTMENT FEES | $524,211 | $524,211 | $0 |
| SILCHESTER INVESTMENT FEES | $429,718 | $429,718 | $0 |
| WELLINGTON GLOBAL CONTRARIAN INVESTMENT FEES | $497,190 | $497,190 | $0 |
| COHEN & STEERS CAPITAL MANAGEME INVESTMENT FEES | $231,140 | $231,140 | $0 |
| JACKSON SQUARE PARTNERS, LLC | $300,711 | $300,711 | $0 |
| LAZARD US EQUITY CONCENTRATED INVESTMENT FEES | $230,942 | $230,942 | $0 |
| LYRICAL ASSET MANAGEMENT LP | $240,575 | $240,575 | $0 |
| RFS OPCO LLC | $1,695,645 | $1,695,645 | $0 |
| STATE STREET CORPORATION | $48,738 | $48,738 | $0 |
| KAYNE ANDERSON CAPITAL ADVISORS | $638,447 | $638,447 | $0 |
| CAMBRIDGE ASSOCIATES, LLC INVESTMENT FEES | $52,500 | $52,500 | $0 |
| NEUBERGER BERMAN | $258,931 | $258,931 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $2,267,460 | $0 | $0 |
| NYS TAXES & FILING FEES | $1,500 | $0 | $1,500 |
| STATE TAXES | $17,363 | $0 | $0 |
| FOREIGN TAXES | $566,951 | $566,951 | $0 |
| LIMITED PARTNERSHIP FOREIGN TAXES DEDUCTIONS | $552,275 | $552,218 | $0 |
| TAX PENALTIES | $122 | $0 | $0 |
| PAYROLL TAXES | $44,671 | $35,737 | $8,934 |
Comments