CIVIS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CIVIS FOUNDATION (EIN 13-6215329)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349101349
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T10:21:55-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223363665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELTRUDE & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 513 FRANKLIN AVE | AddressLine1Txt |
| City | NUTLEY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 071101746 | 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 | 136215329 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H VAN AMERINGEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HVAN | BusinessNameControlTxt |
| Phone | 2127586221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 WEST 39TH STREET 14TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC GALLOWAY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127586221 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC | PersonFirstNm |
| Person Last | GALLOWAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL W CARLON | PreparerPersonNm |
| PTIN | P00200642 | PTIN |
| Phone | 9736679100 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
| 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 | $76,316,585 | 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 | $15,854,952 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $118,836 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $80,285 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $118,836 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $545,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $545,446 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $545,446 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$32,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,685,163 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,076,141 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$17,682 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$17,682 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $16,469,252 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,701,872 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $646,600 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $10,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $10,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $359,946 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $359,946 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $404,996 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $403,496 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,500 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $775,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $763,442 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,720,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,720,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,495,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $763,442 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,732,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,973,560 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $938,430 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $646,600 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,111,951 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,808,611 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,808,611 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $16,312,783 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,540,515 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,540,515 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,151,090 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,702,407 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,322,365 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $57,882,094 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $71,379,945 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,645,094 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $83,457,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,431,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $76,316,585 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $83,457,918 | RetainedEarningBOYAmt |
| Retained Earning EOY | $88,431,478 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,457,918 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,431,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,457,918 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,431,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,457,918 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,973,560 | ExcessRevenueOverExpensesAmt |
| Subtotal | $88,431,478 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $88,431,478 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,076,141 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,044 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,044 | SubtotalAmt |
| Tax Based On Investment Income | $13,044 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $602 | EsPenaltyAmt |
| Tax Due | $13,646 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON VITTORIA LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125860700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC GALLOWAY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 WEST 12TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $13,044 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,044 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,732,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,732,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,992,940 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,733,078 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,865,721 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,657,767 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,478,923 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $39,728,429 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,732,250 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $10,732,250 | RemainingDistriFromCorpusAmt |
| Total Corpus | $50,460,679 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,992,940 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $44,467,739 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,733,078 | ExcessFromYear4Amt |
| Excess From Year3 | $8,865,721 | ExcessFromYear3Amt |
| Excess From Year2 | $7,657,767 | ExcessFromYear2Amt |
| Excess From Year1 | $11,478,923 | ExcessFromYear1Amt |
| Excess From Current Year | $10,732,250 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACRIA | ||||||||
| 307 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC | VARIOUS | $50,000 | |
| ADVOCATES FOR YOUTH | ||||||||
| 1325 G STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC | VARIOUS | $25,000 | SUITE 980 |
| ALPHA WORKSHOPS | ||||||||
| 245 WEST 29TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | VARIOUS | $25,000 | 14TH FLOOR |
| CALLEN-LORDE COMMUNITY HEALTH PROJE | ||||||||
| 3569 WEST 18TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | VARIOUS | $65,000 | |
| CENTERLINK | ||||||||
| 37 W 12TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | VARIOUS | $60,000 | 11E |
| DENTAL LIFELINE NETWORK NY | ||||||||
| PO BOX 106 | HARRIMAN | NY | 10926 | NONE | PUBLIC | VARIOUS | $15,000 | |
| DRUG POLICY ALLIANCE | ||||||||
| 131 W 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC | VARIOUS | $1,500,000 | 15TH FLOOR |
| FRIENDS OF ISLAND ACADEMY | ||||||||
| 127 WEST 127TH STREET | NEW YORK | NY | 10027 | NONE | PUBLIC | VARIOUS | $50,000 | SUITE 127 |
| GALVAN INITIATIVES FOUNDATION | ||||||||
| 400 STATE STREET | HUDSON | NY | 12534 | NONE | PUBLIC | VARIOUS | $3,075,000 | |
| GALVAN FOUNDATION CHARITABLE TRUST | ||||||||
| 42 WEST 39TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC | VARIOUS | $2,835,000 | 14TH FLOOR |
| HARM REDUCTION COALITION | ||||||||
| 22 WEST 27TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC | VARIOUS | $100,000 | 5TH FLOOR |
| MOVEMENT ADVANCE PROJECT | ||||||||
| 2215 MARKET STREET | DENVER | CO | 80205 | NONE | PUBLIC | VARIOUS | $25,000 | |
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||||
| 420 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | VARIOUS | $750,000 | |
| PLANNED PARENTHOOD ACTION FUND | ||||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10039 | NONE | PUBLIC | VARIOUS | $500,000 | 10TH FLOOR |
| POINT SOURCE YOUTH | ||||||||
| 215 PARK AVENUE SOUTH | NEW YORK | NY | 10003 | NONE | PUBLIC | VARIOUS | $50,000 | 11TH FLOOR |
| SAFE HORIZEN | ||||||||
| 2 LAFAYETTE STREET | NEW YORK | NY | 10007 | NONE | PUBLIC | VARIOUS | $100,000 | 3RD FLOOR |
| SMART | ||||||||
| 158 EAST 115TH STREET | NEW YORK | NY | 10029 | NONE | PUBLIC | VARIOUS | $35,000 | |
| THE WILLIAMS INSTITUTE (UCLA) | ||||||||
| 1060 VETERAN AVENUE | LOS ANGELES | CA | 90095 | NONE | PUBLIC | VARIOUS | $85,000 | SUITE 134 |
| URBAN JUSTICE CENTER | ||||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | PUBLIC | VARIOUS | $100,000 | 9TH FLOOR |
| MARIJUANA POLICY PROJECT FOUNDATION | ||||||||
| PO BOX 21824 | WASHINGTON | DC | 20009 | NONE | PUBLIC | VARIOUS | $1,000,000 | |
| SERO PROJECT | ||||||||
| PO BOX 1233 | MILFORD | PA | 18337 | NONE | PUBLIC | VARIOUS | $50,000 | |
| THE DOOR - A CENTER OF ALTERNATIVES | ||||||||
| 555 BROOME STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | VARIOUS | $50,000 | |
| NATIONAL CEN TRANS(NCTE) ACTION FND | ||||||||
| 1032 15TH STREET NW NO 19 | WASHINGTON | DC | 20005 | NONE | PUBLIC | VARIOUS | $25,000 | |
| NEW YORK CITY ANTI VIOLENCE PROJECT | ||||||||
| 116 NASSAU STREET | NEW YORK | NY | 10038 | NONE | PUBLIC | VARIOUS | $150,000 | SUITE 3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,720,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,836 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $545,446 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$32,300 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VARIOUS K1 | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$17,682 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $614,300 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $614,300 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,750 | Amt |
| Disbursements Charitable Prps | $10,750 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SCHWAB - 9401 SEE ATTACHED | 2022-09 | PURCHASE | 2022-12 | $131,540 | $111,296 | $20,244 |
| SCHWAB - 6674 SEE ATTACHED | 2022-09 | PURCHASE | 2022-12 | $136,767 | $181,765 | -$44,998 |
| SCHWAB - 6674 SEE ATTACHED | 2021-05 | PURCHASE | 2022-09 | $287,699 | $460,079 | -$172,380 |
| SCHWAB - 6979 SEE ATTACHED | 2022-09 | PURCHASE | 2022-12 | $535,000 | $535,000 | |
| SCHWAB - 6979 SEE ATTACHED | 2021-05 | PURCHASE | 2022-12 | $480,000 | $480,000 | |
| VARIOUS K-1S | 2022-01 | PURCHASE | 2022-12 | $949,323 | -$949,323 | |
| VARIOUS K-1S | 2021-01 | PURCHASE | 2022-12 | $38,016 | $38,016 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $4,702,407 | EOYBookValueAmt |
| EOYFMV | $4,322,365 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,021,083 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,021,083 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $7,519,432 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $7,519,432 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | AT COST | $15,904,815 | $13,507,660 |
| PARTNERSHIPS | AT COST | $7,888,400 | $7,888,400 |
| EQUITY FUNDS | AT COST | $47,586,730 | $38,249,034 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc |
|---|
| EXPENSES |
| BANK CHARGES |
| CHAR 500 FILING FEE |
| OTHER ADMIN EXPENSES |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VARIOUS K1 | Desc |
| Revenue And Expenses Per Books | -$17,682 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$17,682 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $359,946 | Amt |
| Net Investment Income | $359,946 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $373,111 | $373,111 | |
| MISC. TAXES, LICENSES & PERMITS | $1,500 | $1,500 | |
| FOREIGN TAXES - SCHWAB -4619 | $5,180 | $5,180 | |
| FOREIGN TAXES - SCHWAB -6674 | $7,016 | $7,016 | |
| FOREIGN TAXES - K-1 | $18,189 | $18,189 |
Comments