SCHERMAN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SCHERMAN FOUNDATION INC (EIN 13-6098464)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202323149349102157
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T13:21:08-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | 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 | 136098464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHERMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHE | BusinessNameControlTxt |
| Phone | 2128323086 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 EAST 52ND ST 601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100225306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL PRATT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128323086 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MITCHELL | PersonFirstNm |
| Person Last | PRATT | 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 | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $128,246,000 | 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 | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,343,277 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,343,031 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $546,132 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,679 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $531,271 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,587,057 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,582,610 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,302,378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,291,718 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $302,375 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,475 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $241,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $377,818 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $24,090 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $353,728 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $264,665 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $33,354 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $231,311 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $50,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $307,035 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $144,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $163,035 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $132,319 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $130,496 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $324,449 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $116,223 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $145,684 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,360 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $127,324 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,953 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,031 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,922 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $770,708 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $688,217 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $67,040 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,694,806 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,221,246 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,248,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,688,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,688,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,382,866 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,221,246 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,936,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,080,488 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,472 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,290,870 | CashBOYAmt |
| Cash EOY | $265,621 | CashEOYAmt |
| Cash EOYFMV | $265,621 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,144,021 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,684,844 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,684,844 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $108,281,415 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $106,685,353 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $126,295,535 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $116,716,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,635,818 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $128,246,000 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $116,716,306 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $108,635,818 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $116,716,306 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,635,818 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,716,306 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,635,818 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $116,716,306 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,080,488 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $108,635,818 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $108,635,818 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| GQG PARTNERS GLOBAL EQUITY FUND | P | -$245,119 | -$245,119 | |
| AXIOM GLOBAL EQUITY FUND | P | $385,716 | $385,716 | |
| RYDER COURT GLOBAL EMERGING OPPORTUNITIES FUND | P | -$238,270 | -$238,270 | |
| SOMERSET SMALL MID CAP EM ALL COUNTRY FUND LLC | P | -$162,679 | -$162,679 | |
| WELLINGTON CTF EMERGING MARKETS OPPORTUNITIES PORTFOLIO | P | -$313,975 | -$313,975 | |
| ACCOLADE PARTNERS VII, L.P. | P | $22,518 | $22,518 | |
| ACCOLADE PARTNERS GROWTH I, L.P. | P | $25,803 | $25,803 | |
| STONERIDGE REINSURANCE RISK PREM INTVL | P | -$9,253 | -$9,253 | |
| DOUBLELINE MORTGAGE OPPORTUNITIES | P | $24,471 | $24,471 | |
| BENEFIT STREET PARTNERS | P | $1,608 | $1,608 | |
| ACCOLADE PARTNERS VI, L.P. | P | $32,460 | $32,460 | |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, L.P. | P | $84,310 | $84,310 | |
| ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD. | P | $463,260 | $463,260 | |
| AETHER REAL ASSETS II, L.P. | P | -$15,620 | -$15,620 | |
| MERCED PARTNERS IV, L.P. | P | $4,694 | $4,694 | |
| LL MORTGAGE FUND, L.P. | P | -$11,380 | -$11,380 | |
| ACCOLADE PARTNERS V, L.P. | P | $201,092 | $201,092 | |
| ACCOLADE PARTNERS VIII, L.P. | P | $1,266 | $1,266 | |
| ACCOLADE PARTNERS GROWTH II, L.P. | P | -$7 | -$7 | |
| WELLINGTON GLOBAL RESEARCH EQUITY EXTENDED FUND, L.P. | P | -$313,190 | -$313,190 | |
| OAKMARK SELECT FUND | P | $494,615 | $494,615 | |
| RESPONSIFUND CORE EQUITY FUND | P | -$728 | -$728 | |
| CAPITAL GAINS DIVIDENDS | P | $99,679 | $99,679 | $99,679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $531,271 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $980 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $980 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $980 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $39,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $139,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $138,013 | OverpaymentAmt |
| Applied To ES Tax | $138,013 | 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.SCHERMAN.ORG | WebsiteAddressTxt |
| Individual With Books | CATHERINE PORTER | IndividualWithBooksNm |
| Phone | 2128323086 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 EAST 52ND ST STE 601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100225306 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RINI BANERJEE | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR, TREASURER | 2.00 | $0 | $0 | $0 |
| AMY BERGTOLD | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| HILLARY BROWN | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR-RESIGNED JANUARY 2022 | 2.00 | $0 | $0 | $0 |
| MIRIAM BUHL ESQ | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| STEVEN K CHOI | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MILES S RAPOPORT | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARIANNA SCHAFFER | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIR, BOARD CHAIR | 2.00 | $0 | $0 | $0 |
| DR PETER K SOLLINS | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR, SECRETARY | 2.00 | $0 | $0 | $0 |
| MITCHELL C PRATT | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | PRESIDENT & CEO | 40.00 | $302,375 | $81,717 | $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 |
|---|---|---|---|---|---|---|---|---|
| GISELA ALVAREZ | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | PROGRAM DIRECTOR | 40.00 | $169,167 | $25,888 | $0 |
| CATHERINE PORTER | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | DIRECTOR OF OPERATIO | 40.00 | $120,711 | $55,733 | $0 |
| NAICHE PARKER | ||||||||
| 16 E 52ND ST STE 601 | NEW YORK | NY | 100225306 | GRANTS & COMMUNICATI | 40.00 | $87,940 | $31,497 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT ADVISORY FEES | $144,000 |
| JUSTICE ASSOCIATES LLC | |||||
| 325 CLINTON AVENUE 14C | BROOKLYN | NY | 11205 | DEI CONSULTANTS | $119,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $132,773,791 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,872,034 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $137,645,825 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $137,645,825 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,064,687 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $135,581,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,779,057 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,779,057 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $980 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $980 | TotalTaxAmt |
| Distributable Before Adj | $6,778,077 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,778,077 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,778,077 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,936,120 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,936,120 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,778,077 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $209,445 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,936,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $209,445 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,778,077 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $948,598 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $948,598 | 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 | $948,598 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $948,598 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SAMI STERN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 E 52ND ST STE 601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128323086 | RecipientPhoneNum |
| Recipient Email Address | INFO@SCHERMAN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE SEE OUR GRANT GUIDELINES ON OUR WEBSITE - HTTPS://WWW.SCHERMAN.ORG/HOW-TO-APPLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CORE FUND LOIS ARE ACCEPTED ON A ROLLING BASIS AND REVIEWED QUARTERLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE SEE OUR GRANT GUIDELINES ON OUR WEBSITE - HTTPS://WWW.SCHERMAN.ORG/HOW-TO-APPLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (136 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABRONS ARTS CENTERHENRY STREET SETTLEMENT | ||||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| ADVOCATES FOR CHILDREN OF NEW YORK | ||||||||
| 151 WEST 30TH STREET 5TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | |
| ADVOCATES FOR CHILDREN OF NEW YORK | ||||||||
| 151 WEST 30TH STREET 5TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | |
| AFRICAN COMMUNITIES TOGETHER | ||||||||
| 127 WEST 127TH STREET SUITE 221 | NEW YORK | NY | 10027 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| ALIGN | ||||||||
| 50 BROADWAY 29TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $105,000 | |
| ALLIANCE FOR QUALITY EDUCATION INC CO PPEF | ||||||||
| 94 CENTRAL AVE | ALBANY | NY | 122063002 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| ASSOCIATION FOR NEIGHBORHOOD & HOUSING DEVELOPMENT (ANHD) | ||||||||
| 50 BROAD STREET STE 1402 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| BIODIVERSITY FUNDERS GROUP | ||||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 94129 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| BOLD FUTURES | ||||||||
| 309 GOLD AVE SW | ALBUQUERQUE | NM | 87102 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| BRANDWORKERS | ||||||||
| PO BOX 1257 | LONG ISLAND CITY | NY | 11101 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| BRIC | ||||||||
| 647 FULTON ST | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| BROOKLYN ACADEMY OF MUSIC INC | ||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| BROOKLYN ACADEMY OF MUSIC INC | ||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| BROOKLYN ARTS COUNCIL | ||||||||
| 20 JAY STREET SUITE 616 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BROOKLYN ARTS EXCHANGE INC (BAX) | ||||||||
| 421 FIFTH AVENUE | BROOKLYN | NY | 11215 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| BROOKLYN PUBLIC LIBRARY | ||||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | N/A | PC | GENERAL OPERATING SUPPORT | $191 | |
| BROOKLYN TECH HIGH SCHOOL PARENT ASSOC | ||||||||
| 29 FORT GREENE PLACE | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| CALIFORNIA LATINAS FOR REPRODUCTIVE JUSTICE | ||||||||
| PO BOX 861766 | LOS ANGELES | CA | 90086 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CANDID | ||||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| CENTER FOR FAMILY LIFE IN SUNSET PARK | ||||||||
| 443 39TH STREET | BROOKLYN | NY | 11232 | N/A | PC | GENERAL OPERATING SUPPORT | $206 | |
| CENTER FOR FAMILY LIFE IN SUNSET PARK | ||||||||
| 443 39TH STREET | BROOKLYN | NY | 11232 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | |
| CENTER FOR FAMILY REPRESENTATION | ||||||||
| 40 WORTH STREET SUITE 605 | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPPORT | $150 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| CHESAPEAKE CLIMATE ACTION NETWORK | ||||||||
| PO BOX 11138 | TAKOMA PARK | MD | 20913 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| COMMUNITIES RESIST | ||||||||
| 434 SOUTH 5TH STREET | BROOKLYN | NY | 11211 | N/A | PC | FAIR HOUSING ENFORCEMENT AND EDUCATION PROJECT | $60,000 | |
| COMMUNITY CONNECTIONS FOR YOUTH | ||||||||
| 369 EAST 149TH STREET 7TH FLOOR | BRONX | NY | 10455 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| COMMUNITY FUNDS INC (THE NEW YORK COMMUNITY TRUST) | ||||||||
| 909 THIRD AVENUE 22ND FLOOR | NEW YORK | NY | 10022 | N/A | PC | GOVOTENYC (AKA NYC VOTER TURNOUT) FUND | $50,000 | |
| CONNECTICUT CITIZEN RESEARCH GROUP INC | ||||||||
| 30 ARBOR STREET UNIT 107 | HARTFORD | CT | 06106 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CREATIVE ARTS WORKSHOP | ||||||||
| 520 8TH AVENUE SUITE 201A | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $3,300 | |
| DEMOS | ||||||||
| 80 BROAD STREET 4TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | MOVING TOWARDS CLIMATE JUSTICE IN NY | $60,000 | |
| EARTHWORKS | ||||||||
| 1612 K STREET NW SUITE 904 | WASHINGTON | DC | 20006 | N/A | PC | MAKING CLEAN ENERGY CLEAN CAMPAIGN | $50,000 | |
| ENVIRONMENTAL ADVOCATES OF NEW YORK | ||||||||
| 353 HAMILTON STREET | ALBANY | NY | 12210 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION (EGA) | ||||||||
| 475 RIVERSIDE DRIVE SUITE 960 | NEW YORK | NY | 10115 | N/A | PC | GENERAL OPERATING SUPPORT | $7,176 | |
| FIFTH AVENUE COMMITTEE | ||||||||
| 621 DEGRAW ST | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| FORWARD TOGETHER | ||||||||
| 300 FRANK H OGAWA PLAZA SUITE 700 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| FRIENDS OF THE EARTH | ||||||||
| 1101 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | CLIMATE AND ENERGY WORK WITH EJ COMMUNITIES | $50,000 | |
| FUNDERS FOR REPRODUCTIVE EQUITY | ||||||||
| PO BOX 750 | ROCKVILLE | MD | 208480750 | N/A | PC | GENERAL OPERATING SUPPORT | $5,280 | |
| GIVEDIRECTLY INC | ||||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GOVERNMENT ACCOUNTABILITY PROJECT | ||||||||
| 1612 K STREET NW SUITE 1100 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| GRANTMAKERS IN THE ARTS | ||||||||
| 522 COURTLANDT AVENUE 1ST FLOOR | BRONX | NY | 10451 | N/A | PC | GENERAL OPERATING SUPPORT | $550 | |
| GREAT SMALL WORKS | ||||||||
| 315 WEST 86TH STREET 4E | NEW YORK | NY | 10024 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| HI-ARTS | ||||||||
| 215 EAST 99TH STREET | NEW YORK | NY | 10029 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| HOME FOR CONTEMPORARY THEATRE & ART (DBA HERE) | ||||||||
| 145 SIXTH AVENUE | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPPORT | $800 | |
| IN OUR OWN VOICE NATIONAL BLACK WOMEN'S REPRODUCTIVE JUSTICE AGENDA | ||||||||
| 601 13TH STREET SUITE 650N | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| IN OUR OWN VOICE NATIONAL BLACK WOMEN'S REPRODUCTIVE JUSTICE AGENDA | ||||||||
| 601 13TH STREET SUITE 650N | WASHINGTON | DC | 20005 | N/A | PC | I AM A VOTER | $200,000 | |
| INDIGENOUS ENVIRONMENTAL NETWORK | ||||||||
| PO BOX 485 | BEMIDJI | MN | 56619 | N/A | PC | GENERAL OPERATING SUPPORT | $22,500 | |
| INDIGENOUS ENVIRONMENTAL NETWORK | ||||||||
| PO BOX 485 | BEMIDJI | MN | 56619 | N/A | PC | ENERGY AND CLIMATE JUSTICE CAMPAIGNS | $75,000 | |
| JUSTICE COMMITTEE INC | ||||||||
| 3440 79TH STREET 3G | JACKSON HEIGHTS | NY | 11372 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| KENTUCKY COALITION | ||||||||
| PO BOX 1450 | LONDON | KY | 40743 | N/A | PC | NEW ENERGY AND TRANSITION PROJECT | $75,000 | |
| LATINOJUSTICE PRLDEF | ||||||||
| 475 RIVERSIDE DRIVE SUITE 1901 | NEW YORK | NY | 10115 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| LAWYERS ALLIANCE OF NEW YORK | ||||||||
| 171 MADISON AVENUE 9TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | CHISPA PROGRAM | $60,000 | |
| LEAP INC | ||||||||
| 621 DEGRAW ST | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $57 | |
| LONG ISLAND PROGRESSIVE COALITION | ||||||||
| 90 PENNSYLVANIA AVENUE | MASSAPEQUA | NY | 11758 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| LOUISIANA BUCKET BRIGADE | ||||||||
| 3416B CANAL STREET | NEW ORLEANS | LA | 70119 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LYNC COMMUNITY ORGANIZATION | ||||||||
| 260 CARTER AVENUE | NEWBURGH | NY | 12550 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MAKE THE ROAD NEW YORK | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| MANHATTAN GRAPHICS CENTER | ||||||||
| 250 WEST 40TH STREET 5TH FLOOR | NEW YORK | NY | 100181764 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| MARBLE HILL NURSERY | ||||||||
| 5470 BROADWAY | BRONX | NY | 10463 | N/A | PC | GENERAL OPERATING SUPPORT | $3,300 | |
| MEDICAL STUDENTS FOR CHOICE | ||||||||
| PO BOX 40935 | PHILADELPHIA | PA | 19107 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| MINKWON CENTER FOR COMMUNITY ACTION | ||||||||
| 13329 41ST AVE 202 | FLUSHING | NY | 11355 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| MORNINGSIDE CTR FOR TEACHING SOCIAL RESP | ||||||||
| 475 RIVERSIDE DRIVE 550 | NEW YORK | NY | 10115 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | |
| NATIONAL ASIAN PACIFIC AMERICAN WOMEN'S FORUM | ||||||||
| PO BOX 13255 | CHICAGO | IL | 60613 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| NATIONAL ASIAN PACIFIC AMERICAN WOMEN'S FORUM | ||||||||
| PO BOX 13255 | CHICAGO | IL | 60613 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| NATIONAL BLACK THEATRE WORKSHOP INC | ||||||||
| 2031 FIFTH AVENUE NATIONAL BLACK | NEW YORK | NY | 10035 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | THEATRE WAY |
| NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY | ||||||||
| 1900 L STREET NW 825 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| NATIONAL PARTNERSHIP FOR NEW AMERICANS | ||||||||
| 1805 S ASHLAND AVE | CHICAGO | IL | 60608 | N/A | PC | CLIMATE JUSTICE COLLABORATIVE | $150,000 | |
| NATIONAL PEOPLE'S ACTION (AKA PEOPLE'S ACTION INSTITUTE) | ||||||||
| 810 N MILWAUKEE AVE | CHICAGO | IL | 60642 | N/A | PC | JUST AND CLEAN ENERGY CAMPAIGN | $100,000 | |
| NEIGHBORHOOD FUNDERS GROUP | ||||||||
| 548 MARKET STREET 96531 | SAN FRANCISCO | CA | 941045401 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| NEW ALTERNATIVES FOR LGBT HOMELESS YOUTH | ||||||||
| 410 WEST 40TH STREET | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $3,300 | |
| NEW SETTLEMENT APARTMENTS | ||||||||
| 1512 TOWNSEND AVENUE GROUND FLOOR | BRONX | NY | 10452 | N/A | PC | COMMUNITY ACTION FOR SAFE APARTMENTS (CASA) | $75,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $400 | 300 |
| NEW VOICES FOR REPRODUCTIVE JUSTICE | ||||||||
| 5987 BROAD STREET SUITE 205 | PITTSBURGH | PA | 15206 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| NEW YORK CITY CLIMBING COLLECTIVE | ||||||||
| 1641 3RD AVENUE 18J | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| NEW YORK CITY ENVIRONMENTAL JUSTICE ALLIANCE | ||||||||
| 462 36TH STREET SUITE 3F | BROOKLYN | NY | 11232 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| NEW YORK FESTIVAL OF SONG INC | ||||||||
| 209 WEST 29TH STREET 6108 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NEW YORK FOUNDATION FOR THE ARTS | ||||||||
| 20 JAY STREET SUITE 740 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NEW YORK FOUNDATION | ||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | N/A | PF | YOUTH ORGANIZING & CULTURE CHANGE FUND | $150,000 | |
| NEW YORK FOUNDATION | ||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | N/A | PF | NEIGHBORHOODS FIRST FUND | $150,000 | |
| NEW YORK FOUNDATION | ||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | N/A | PF | ENGAGENY/RACIAL EQUITY POOLED FUND | $150,000 | |
| NEW YORK FOUNDATION | ||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | N/A | PF | NYC CAPACITY BUILDING COLLABORATIVE | $10,000 | |
| NEW YORK LIVE ARTS INC | ||||||||
| 219 WEST 19TH STREET | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NEW YORKERS FOR CULTURE AND ARTS | ||||||||
| 160 SIXTH AVENUE 2 | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPPORT | $150 | |
| NONPROFIT NEW YORK | ||||||||
| 320 EAST 43RD STREET 3RD FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| NORTH STAR FUND | ||||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | N/A | PC | COMMUNITIES UNITED FOR POLICE REFORM | $60,000 | |
| NORTHWEST BRONX COMMUNITY AND CLERGY COALITION | ||||||||
| 103 EAST 196TH STREET | BRONX | NY | 10468 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| NORTHWEST BRONX COMMUNITY AND CLERGY COALITION | ||||||||
| 103 EAST 196TH STREET | BRONX | NY | 10468 | N/A | PC | BRONX-WIDE COALITION | $150,000 | |
| NYS TENANTS & NEIGHBORS | ||||||||
| 255 WEST 36TH STREET SUITE 505 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PARENT-TEACHER ASSOCIATION OF PSMS 278 | ||||||||
| 421 WEST 219TH STREET | NEW YORK | NY | 10034 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| PAUL J AICHER FOUNDATION | ||||||||
| 75 CHARTER OAK AVENUE SUITE 2-300 | HARTFORD | CT | 06106 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PENNSYLVANIA VOICE | ||||||||
| 123 S BROAD STREET STE 630 | PHILADELPHIA | PA | 19109 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| PEOPLE IN NEED | ||||||||
| 964 CONEY ISLAND AVENUE | BROOKLYN | NY | 11230 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| PHILANTHROPY NEW YORK | ||||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $11,800 | |
| PLAYWRIGHTS HORIZONS | ||||||||
| 416 WEST 42ND STREET | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| POWER (PHILADELPHIANS ORGANIZED TO WITNESS EMPOWER & REBUILD) | ||||||||
| 1429 N 11TH ST | PHILADELPHIA | PA | 19122 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| PRATT CENTER FOR COMMUNITY DEVELOPMENT | ||||||||
| 200 WILLOUGHBY AVENUE | BROOKLYN | NY | 11205 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| PRATT INSTITUTE | ||||||||
| 200 WILLOUGHBY | BROOKLYN | NY | 11205 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PRATT INSTITUTE | ||||||||
| 200 WILLOUGHBY | BROOKLYN | NY | 11205 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| PREGONES THEATER PUERTO RICAN TRAVELING THEATER | ||||||||
| 571-575 WALTON AVENUE | BRONX | NY | 10451 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PROGEORGIA STATE TABLE | ||||||||
| 151 ELLIS ST NE FL 1 | ATLANTA | GA | 303032437 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| PROGRESSIVE MULTIPLIER FUND | ||||||||
| 1802 VERNON STREET NW 1122 | WASHINGTON | DC | 20009 | N/A | PC | REPRODUCTIVE JUSTICE COHORT | $250,000 | |
| PROJECT ON GOVERNMENT OVERSIGHT | ||||||||
| 1100 G STREET NW SUITE 500 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| PTA OF MIDDLE SCHOOL 88 | ||||||||
| 544 7TH AVENUE | BROOKLYN | NY | 11215 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| SISTERSONG WOMEN OF COLOR REPRODUCTIVE JUSTICE COLLECTIVE | ||||||||
| 1237 RALPH DAVID ABERNATHY BLVD SW | ATLANTA | GA | 30310 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| SKOWHEGAN SCHOOL OF PAINTING & SCULPTURE | ||||||||
| 136 WEST 22ND STREET ATTN DEVELOPME | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | T OFFICE |
| SOCIAL GOOD FUND | ||||||||
| 6641 AQUA VISTA COURT | RICHMOND | CA | 94805 | N/A | PC | UNITED FRONTLINE TABLE | $100,000 | |
| ST ANN'S WAREHOUSE | ||||||||
| 45 WATER STREET | BROOKLYN | NY | 11201 | N/A | PC | LITTLE AMAL | $30,000 | |
| STAND | ||||||||
| 548 MARKET STREET SUITE 74196 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| STATE VOICES | ||||||||
| 1616 P STREET NW SUITE 220 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| SYRACUSE UNIVERSITY | ||||||||
| 211 LYMAN HALL | SYRACUSE | NY | 13244 | N/A | PC | TRANSATLANTIC RECORDS ACCESS CLEARINGHOUSE (TRAC) | $30,000 | |
| TAXPAYERS FOR COMMON SENSE | ||||||||
| 651 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| THE ADVOCACY INSTITUTE | ||||||||
| 539 ATLANTIC AVENUE 170457 | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| THE BRONX MUSEUM OF THE ARTS | ||||||||
| 1040 GRAND CONCOURSE | BRONX | NY | 10456 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| THE CRANE INSTITUTE OF SUSTAINABILITY INC | ||||||||
| 1 ELM ST | MANCHESTER | MA | 019441314 | N/A | PC | INTENTIONAL ENDOWMENTS NETWORK | $1,250 | |
| THE FLEA THEATER | ||||||||
| 45 PINEHURST AVE APT 46 | NEW YORK | NY | 10033 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE HUMANE LEAGUE | ||||||||
| PO BOX 10476 | ROCKVILLE | MD | 20849 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE LAUNDROMAT PROJECT | ||||||||
| 1476 FULTON ST | BROOKLYN | NY | 11216 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE NATIONAL LATINA INSTITUTE FOR REPRODUCTIVE JUSTICE | ||||||||
| 40 EXCHANGE PLACE SUITE 1300 | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| THE NEW YORK IMMIGRATION COALITION | ||||||||
| 131 WEST 33RD STREET SUITE 610 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| THE NEW YORK IMMIGRATION COALITION | ||||||||
| 131 WEST 33RD STREET SUITE 610 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $750 | |
| THE NEW YORK SHAKESPEARE FESTIVAL (DBA THE PUBLIC THEATER) | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE NEW YORK SHAKESPEARE FESTIVAL (DBA THE PUBLIC THEATER) | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE NEW YORK WOMEN'S FOUNDATION | ||||||||
| 39 BROADWAY 23RD FLOOR | NEW YORK | NY | 10006 | N/A | PC | NYC FUND FOR GIRLS AND YOUNG WOMEN OF COLOR | $80,000 | |
| THE RESURRECTION PROJECT | ||||||||
| 1805 SOUTH PAULINA STREET | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| TIDES FOUNDATION | ||||||||
| 1014 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | N/A | PC | NEW YORK RENEWS EDUCATION FUND | $225,000 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 133 | PLAINFIELD | VT | 05667 | N/A | PC | RESILIENT DEMOCRACY/CIVIC DIGITAL ORGANIZING GROUP | $50,000 | |
| TRI-STATE TRANSPORTATION CAMPAIGN | ||||||||
| 231 W 29TH STREET 904 | NEW YORK | NY | 10001 | N/A | PC | ENVIRONMENTAL JUSTICE PROGRAM | $70,000 | |
| UNIQUE PROJECTS INC | ||||||||
| 160 SIXTH AVENUE 2 | NEW YORK | NY | 10013 | N/A | PC | NEW YORKERS FOR CULTURE AND ARTS | $50,000 | |
| UNITED WAY OF NYC | ||||||||
| 205 EAST 42ND STREET 12TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | NYC CHANGE CAPITAL FUND | $75,000 | ATTENTION ANDRE MESSAM |
| UPROSE | ||||||||
| 462 36TH STREET SUITE 3A | BROOKLYN | NY | 11232 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| URGE UNITE FOR REPRODUCTIVE & GENDER EQUITY | ||||||||
| 734 15TH STREET NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| URGE UNITE FOR REPRODUCTIVE & GENDER EQUITY | ||||||||
| 734 15TH STREET NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $400 | |
| WEST VIRGINIA FREE | ||||||||
| PO BOX 11042 | CHARLESTON | WV | 25339 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| WEST VIRGINIA FREE | ||||||||
| PO BOX 11042 | CHARLESTON | WV | 25339 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| WINDWARD FUND | ||||||||
| 1828 L ST NW STE 300-C | WASHINGTON | DC | 20036 | N/A | PC | RURAL DEMOCRACY INITIATIVE'S HEARTLAND FUND | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,688,060 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BVM CAPACITY BUILDING INSTITUTE | ||||||||
| 4751 BEST ROAD SUITE 200 | ATLANTA | GA | 30337 | N/A | PC | GENERAL OPERATING SUPORT | $150,000 | |
| ELEVATOR REPAIR SERVICE | ||||||||
| 47 GREAT JONES STREET 3RD FLOOR | NEW YORK | NY | 10012 | N/A | PC | GENERAL OPERATING SUPORT | $25,000 | |
| JEWS FOR RACIAL AND ECONOMIC JUSTICE | ||||||||
| 330 SEVENTH AVE SUITE 1901 | NEW YORK | NY | 10001 | N/A | PC | THE PEOPLE'S PLAN | $30,000 | |
| NATIONAL WOMEN'S HEALTH NETWORK | ||||||||
| 1413 K STREET NW SUITE 400 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPORT | $30,000 | |
| NEO PHILANTHROPY | ||||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | N/A | PC | NEW YORK CIVIC ENGAGEMENT TABLE | $70,000 | |
| NEW VOICES FOR REPRODUCTIVE JUSTICE | ||||||||
| 5987 BROAD STREET SUITE 205 | PITTSBURGH | PA | 15206 | N/A | PC | GENERAL OPERATING SUPORT | $30,000 | |
| NEW YORK FOUNDATION | ||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | N/A | PF | NEIGHBORHOODS FIRST FUND | $150,000 | |
| RED HOOK INITIATIVE | ||||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | N/A | PC | RED HOOK FARMS | $50,000 | |
| UNITED WAY OF NYC | ||||||||
| 205 EAST 42ND STREET 12TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | NYC CHANGE CAPITAL FUND | $125,000 | ATTENTION ANDRE MESSAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $660,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $246 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,343,031 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $14,861 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $531,271 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| OTHER PARTNERSHIP INCOME (LOSS) THRU SCHEDULE K-1'S | 901101 | -$786 | 01 | -$1,601,240 |
| OTHER INCOME | 01 | $14,969 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $14,321 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,288,057 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,302,378 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION | $30,550 | $0 | $30,550 |
| OTHER ACCOUNTING SERVICES | $19,500 | $0 | $19,500 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK FOUNDATION | ||||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | 2022-03-07 | $150,000 | YOUTH ORGANIZING & CULTURE CHANGE FUND | $150,000 | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAVE BEEN NO DIVERSIONS | 08/24/2023 | N/A |
| NEW YORK FOUNDATION | ||||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | 2022-03-07 | $150,000 | NEIGHBORHOODS FIRST FUND | $150,000 | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAVE BEEN NO DIVERSIONS | 08/14/2023 | N/A |
| NEW YORK FOUNDATION | ||||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | 2022-12-07 | $150,000 | ENGAGENY/RACIAL EQUITY POOLED FUND | $75,000 | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAVE BEEN NO DIVERSIONS | 10/11/23 | N/A |
| NEW YORK FOUNDATION | ||||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | 2022-12-12 | $10,000 | NYC CAPACITY BUILDING COLLABORATIVE | $10,000 | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAVE BEEN NO DIVERSIONS | 09/28/2023 | N/A |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (39 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCOLADE EMPOWERMENT FUND II, LP | AT COST | $44,745 | $39,997 |
| ACCOLADE PARTNERS GROWTH I, L.P. | AT COST | $648,316 | $1,060,813 |
| ACCOLADE PARTNERS GROWTH II, L.P. | AT COST | $174,694 | $170,608 |
| ACCOLADE PARTNERS V, L.P. | AT COST | $1,152,363 | $2,649,341 |
| ACCOLADE PARTNERS VI, L.P. | AT COST | $923,864 | $1,600,526 |
| ACCOLADE PARTNERS VII, L.P. | AT COST | $794,892 | $1,348,237 |
| ACCOLADE PARTNERS VIII, L.P. | AT COST | $446,384 | $518,731 |
| AETHER REAL ASSETS II, L.P. | AT COST | $840,500 | $595,584 |
| ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD. | AT COST | $0 | $1,431,422 |
| AXIOM GLOBAL EQUITY FUND | AT COST | $15,672,029 | $4,840,827 |
| BENEFIT STREET PARTNERS | AT COST | $89,139 | $821,791 |
| COATUE GROWTH V OFFSHORE FEEDER FUND LP | AT COST | $1,091,306 | $737,417 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, L.P. | AT COST | $6,921,262 | $6,779,665 |
| DOUBLELINE MORTGAGE OPPORTUNITIES | AT COST | $208,003 | $616,998 |
| ELLIOTT INTERNATIONAL LIMITED | AT COST | $3,000,000 | $7,726,382 |
| GENERATION IM FUND PLC | AT COST | $3,515,659 | $12,619,037 |
| GQG PARTNERS GLOBAL EQUITY FUND | AT COST | $6,503,084 | $8,345,335 |
| IMPACT AMERICA FUND III, LP | AT COST | $21,002 | $18,349 |
| JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND (JSOSX) | AT COST | $3,098,902 | $3,072,639 |
| LL MORTGAGE FUND, L.P. | AT COST | $3,632,562 | $3,532,305 |
| LL PRIVATE LENDING FUND, L.P. | AT COST | $2,374,837 | $2,375,081 |
| MERCED PARTNERS IV, L.P. | AT COST | $81,920 | $224,484 |
| PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS (PTTRX) 296,335.661 SHARES | AT COST | $3,243,240 | $2,507,000 |
| RESPONSIFUND CORE EQUITY FUND | AT COST | $3,496,043 | $2,790,736 |
| ROSE AFFORDABLE HOUSING PERSERVATION FUND IV REIT, L.P. | AT COST | $1,291,793 | $3,209,194 |
| ROSE AFFORDABLE HOUSING PERSERVATION FUND V REIT, L.P. | AT COST | $1,005,606 | $1,103,426 |
| RYDER COURT GLOBAL EMERGING OPPORTUNITIES FUND | AT COST | $1,952,194 | $2,126,754 |
| SOMERSET SMALL MID CAP EM ALL COUNTRY FUND LLC | AT COST | $9,789 | $0 |
| STONERIDGE REINSURANCE RISK PREM INTVL (SRRIX) 230.783 SHARES | AT COST | $10,317 | $9,181 |
| TOUCHSTONE LARGE COMPANY GROWTH INSTITUTIONAL (DSMLX) 68,965.624 SHARES | AT COST | $2,255,663 | $2,477,935 |
| TRUE GREEN CAPITAL LEVERAGED FEEDER FUND III, L.P | AT COST | $934,076 | $1,527,474 |
| TWO SIGMA ACTIVE EXTENSION U.S. ALL CAP EQUITY CAYMAN FUND, LTD. | AT COST | $6,790,409 | $17,661,096 |
| TWO SIGMA INTERNATIONAL CORE FUND, L.P. | AT COST | $8,430,405 | $8,446,579 |
| VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL (VTMGX) 245,318.401 SHARES | AT COST | $3,530,882 | $3,316,705 |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND (VEMAX) 32,626.543 SHARES | AT COST | $1,414,235 | $1,057,426 |
| VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL (VINIX) 2,891.220 SHARES | AT COST | $679,242 | $929,903 |
| VANGUARD INTERMEDIATE-TERM BOND INDEX ADMIRAL (VBILX) 858,130.215 SHARES | AT COST | $10,102,300 | $8,649,953 |
| WELLINGTON CTF EMERGING MARKETS OPPORTUNITIES PORTFOLIO | AT COST | $5,567,325 | $4,948,052 |
| WELLINGTON GLOBAL RESEARCH EQUITY EXTENDED FUND, L.P. | AT COST | $4,736,371 | $4,408,552 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $750 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER AND WEBSITE | $27,463 | $3,461 | $24,002 |
| DUES AND PUBLICATIONS | $1,542 | $468 | $1,074 |
| EQUIPMENT RENTAL | $1,647 | $208 | $1,439 |
| FILING FEES | $1,500 | $0 | $1,500 |
| INSURANCE | $10,352 | $1,305 | $9,047 |
| OFFICE EXPENSE | $4,638 | $259 | $4,379 |
| OTHER EXPENSES | $25,599 | $0 | $25,599 |
| OTHER EXPENSES THRU SCHEDULE K-1'S | $694,124 | $678,673 | $0 |
| OTHER INVESTMENT EXPENSES | $3,843 | $3,843 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INCOME (LOSS) THRU SCHEDULE K-1'S | -$1,602,026 | -$1,597,579 | -$1,602,026 |
| OTHER INCOME | $14,969 | $14,969 | $14,969 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PUBLICATION DESIGN AND EDITING CONSULTING | $8,760 | $0 | $8,760 |
| INVESTMENT ADVISORY | $144,000 | $144,000 | $0 |
| DIVERSITY, EQUITY, AND INCLUSION CONSULTING | $119,000 | $0 | $119,000 |
| STRATEGIC CONSULTING | $32,472 | $0 | $32,472 |
| OTHER CONSULTING | $2,803 | $0 | $2,803 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $190,977 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $116,223 | $116,223 | $0 |
| UNRELATED BUSINESS INCOME TAX | $17,249 | $0 | $0 |