JOYCE & IRVING GOLDMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JOYCE & IRVING GOLDMAN FAMILY FOUNDATION INC (EIN 13-3216152)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202343179349104174
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-13T19:53:49-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873231666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 MAMARONECK AVENUE SUITE 301AddressLine1Txt
CityHARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP105281633ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133216152EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOYCE & IRVING GOLDMAN FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJOYCBusinessNameControlTxt
Phone2126244300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1417 FIFTH AVENUE 400AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100162204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLLOYD GOLDMANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2126244300PhoneNum
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLLOYDPersonFirstNm
Person LastGOLDMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH L ALI CPAPreparerPersonNm
PTINP02093808PTIN
Phone9143818900PhoneNum
Preparation2023-11-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$194,233,887FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,584,205DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,660,278DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,204,363NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$32,115,122GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,418,164CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,363,537OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$16,357OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$15,152,105TotalRevAndExpnssAmt
Total Net Invst Incm$12,094,799TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$286,855CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$28,685CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$258,170CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$189,997OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$19,000OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$170,997OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$107,356PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$10,736PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$96,620PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$36,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,050AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$27,450AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$905,224OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$905,224OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm$724,094InterestNetInvstIncmAmt
Taxes Rev And Expnss$800,724TaxesRevAndExpnssAmt
Taxes Net Invst Incm$57,661TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$78DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$141,470OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$14,147OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$127,323OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$10,183TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$10,183TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,368,259OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,041,084OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$12,851OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,846,546TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,803,681TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$703,594TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,838,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,838,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,684,896TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,803,681TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,541,944TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$532,791ExcessRevenueOverExpensesAmt
Net Investment Income$8,291,118NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,552,720CashBOYAmt
Cash EOY$1,185,746CashEOYAmt
Cash EOYFMV$1,185,746CashEOYFMVAmt
Sav And Temp Cash Invst BOY$514,909SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$796,588SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$796,588SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,775,545CorporateStockBOYAmt
Corporate Stock EOY$4,665,353CorporateStockEOYAmt
Corporate Stock EOYFMV$4,665,353CorporateStockEOYFMVAmt
Other Investments BOY$204,344,592OtherInvestmentsBOYAmt
Other Investments EOY$158,347,807OtherInvestmentsEOYAmt
Other Investments EOYFMV$158,347,807OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$74,236LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$74,236LandBldgEquipAccumDeprecAmt
Land BOY$78LandBOYAmt
Land EOY$0LandEOYAmt
Land EOYFMV$0LandEOYFMVAmt
Other Assets BOY$1,652,055OtherAssetsBOYAmt
Other Assets EOY$29,238,393OtherAssetsEOYAmt
Other Assets EOYFMV$29,238,393OtherAssetsEOYFMVAmt
Total Assets BOY$217,839,899TotalAssetsBOYAmt
Total Assets EOY$194,233,887TotalAssetsEOYAmt
Total Assets EOYFMV$194,233,887TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$217,839,899NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$194,233,887NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$217,839,899TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$194,233,887TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$217,839,899TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$194,233,887TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$217,839,899TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$532,791ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$217,307,108SubtotalAmt
Other Decreases$23,073,221OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$194,233,887TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIESP$26,122,545$25,136,167$986,378$986,378
AKO EUROPEAN LONG-ONLY FUND LIMITEDP$2,531,587$823,909$1,707,678$1,707,6782012-10-292022-01-11
BROADFIN HEALTHCARE OFFSHORE FUND, LTD.P$39,754$16,833$22,921$22,9212016-11-232022-05-16
BROADFIN HEALTHCARE OFFSHORE FUND, LTD.P$24,153$10,137$14,016$14,0162016-11-232022-05-31
HILLHOUSE CHINA VALUE FEEDER, LTD.P$1,386,446$941,405$445,041$445,0412019-07-292022-05-27
HUNT LANE CAPITAL FUND LTD.P$550,020$437,522$112,498$112,4982017-12-292022-01-11
HUNT LANE CAPITAL FUND LTD.P$473,298$437,522$35,776$35,7762017-12-292022-04-01
ISHANA CAPITAL OFFSHORE FUNDP$294,716$281,250$13,466$13,4662018-03-282022-07-20
ISHANA CAPITAL OFFSHORE FUNDP$283,711$281,249$2,462$2,4622018-03-282022-10-21
THE PARTNERS CAPITAL PHOENIX FUND LTD.P$32,439$25,990$6,449$6,4492015-01-012022-11-14
VISIUM BALANCED OFFSHORE FUND, LTD.P$8,708-$8,708-$8,7082015-10-192022-12-31
THRU ARROWSTREET CAP GL ALL CT FD KY LTD K-1P-$49,162-$49,162
THRU ATALAYA ASSET INCOME FUND II, L.P. K-1P$29,087$29,087
THRU DEERFIELD PRIVATE DESIGN FD III, LP K-1P-$16,566-$16,566
THRU DEERFIELD PRIVATE DESIGN FD IV, LP K-1P$2,846$2,846
THRU DEERFIELD PH HOLDINGS IV LP K-1P-$862-$862
THRU ENERGY TRANSFER LP K-1P$94$94
THRU ENTERPRISE PRODUCTS PARTNERS, L.P. K-1P-$94-$94
THRU GEMSPRING CAPITAL FUND I-A, LP K-1P$1,874,739$1,874,739
THRU GENESIS ENERGY, L.P. K-1P$2,004$2,004
THRU HIGHVISTA II LIMITED PARTNERSHIP K-1P$1,867,956$1,867,956
THRU MPLX LP K-1P$34$34
THRU PARTNERS CAP CONDOR FD V (KY), LP K-1P$68,820$68,820
THRU PARTNERS CAP CONDOR FD VI (KY), LP K-1P$793,936$793,936
THRU PARTNERS CAP CONDOR FD VIII (KY) LP K-1P$184,730$184,730
THRU PARTNERS CAP CONDOR FD IX (KY), LP K-1P$416,812$416,812
THRU PARTNERS CAP CONDOR FD X (KY), LP K-1P$310,013$310,013
THRU PARTNERS CAP CONDOR FD XI (KY) LP K-1P$155,315$155,315
THRU PARTNERS CAP CONDOR FD XII (KY) LP K-1P-$1,326-$1,326
THRU PARTNERS CAP CONDOR FD XIII (KY) LP K-1P$14,900$14,900
THRU PARTNERS CAP CONDOR FD XIV (KY) LP K-1P-$5,222-$5,222
THRU PARTNERS CAP CONDOR FD XV (KY) LP K-1P-$154-$154
THRU PTR CAP MERLIN CO-INV FD I (KY) LP K-1P$122$122
THRU PTR CAP MERLIN CO-INV FD II (KY) LP K-1P$1$1
THRU PLAINS ALL AMERICAN PIPELINE LP K-1P$402$402
THRU Q-BLK DIVERSIFIED PORTFOLIO K-1P-$18,136-$18,136
THRU RENAISS. INS DIV GLO EQU ONS FD LP K-1P$150,811$150,811
THRU RIVERSIDE MICRO-CAP FUND IV-A, LP K-1P-$67,700-$67,700
THRU FIRST EAGLE GREENWAY FUND II, LLC K-1P-$11,157-$11,157
THRU WESTERN MIDSTREAM PARTNERS, LP K-1P$33$33
THRU DCP MIDSTREAM LP K-1P$360$360
THRU CRESTWOOD EQUITY PARTNERS, LP K-1P-$3-$3
THRU BMF LIQUIDATING FD OS INVESTORS LLC K-1P$799$799
THRU OAKTREE LIFE SCIENCES LENDING FD LP K-1P$302$302
CAPITAL GAINS DIVIDENDSP$376,453$376,453$376,453
FieldValueIRS element (for citing)
Capital Gain Net Income$9,418,164CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$115,247InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$115,247SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$115,247TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$234,446EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$150,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$384,446TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$269,199OverpaymentAmt
Applied To ES Tax$269,199AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTP://JIGFF.ORGWebsiteAddressTxt
Individual With BooksYEHUDA KESTENBAUMIndividualWithBooksNm
Phone2126244300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1417 FIFTH AVENUE SUITE 400AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100162204ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DORIAN GOLDMAN
417 FIFTH AVENUE SUITE 400NEW YORKNY100162204DIRECTOR, PRESIDENT1.00$0$0$0
LLOYD GOLDMAN
417 FIFTH AVENUE SUITE 400NEW YORKNY100162204DIRECTOR, TREASURER1.00$0$0$0
KATJA GOLDMAN
417 FIFTH AVENUE SUITE 400NEW YORKNY100162204DIRECTOR, SECRETARY1.00$0$0$0
BENJAMIN P BINSWANGER
417 FIFTH AVENUE SUITE 400NEW YORKNY100162204EXECUTIVE DIRECTOR40.00$286,855$26,000$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
PHUONG-LAN R TONTHAT
417 FIFTH AVENUE SUITE 400NYNY100162204GRANTS MANAGER40.00$88,169$20,500$0
KIT MAN G CHAN
417 FIFTH AVENUE SUITE 400NEW YORKNY100162204PROGRAM OFFICER40.00$87,717$8,772$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
CHARLES SCHWAB & CO INC
211 MAIN STREETSAN FRANCISCOCA941051905INVESTMENT MANAGER$717,759
SEVEN BRIDGES ADVISORS LLC
9 WEST 57TH STREET 29TH FLOORNEW YORKNY100192701INVESTMENT MANAGER$155,936
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,556,239AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,782,163AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$178,890,281FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$199,228,683TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$199,228,683AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,988,430CashDeemedCharitableAmt
Net Vl Noncharitable Assets$196,240,253NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,812,013MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,812,013MinimumInvestmentReturnAmt
Tax Based On Investment Income$115,247TaxBasedOnInvestmentIncomeAmt
Income Tax$495,935IncomeTaxAmt
Total Tax$611,182TotalTaxAmt
Distributable Before Adj$9,200,831DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,200,831DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,200,831DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,541,944ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,541,944QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,200,831DistributableAsAdjustedAmt
Undistributed Income PY$6,123,645UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$10,541,944QualifyingDistributionsAmt
Applied To Year1$6,123,645AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,418,299AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$4,782,532UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (176 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
18DOORS
190 NORTH MAIN STREET SUITE 203NATICKMA01760N/APCGENERAL OPERATING SUPPORT$80,000
2164
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2164
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92ND STREET Y 92Y
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ACLU FOUNDATION OF TEXAS
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ADAMAH
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ADAMAH
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AJC
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AJC
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ALL OUR KIN
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AMBER WAVES FARM
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AMBER WAVES FARM
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AMERICAN ASSOCIATES OF BEN-GURION UNIVERSITY OF THE NEGEV
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AMERICAN ASSOCIATES OF BEN-GURION UNIVERSITY OF THE NEGEV
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AMERICAN ASSOCIATES OF BEN-GURION UNIVERSITY OF THE NEGEV
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AMERICAN CIVIL LIBERTIES UNION
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AMERICAN FARMLAND TRUST
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AMERICAN JEWISH WORLD SERVICE
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ANTI-DEFAMATION LEAGUE
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ARNOLD P GOLD FOUNDATION
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ARNOLD P GOLD FOUNDATION
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AVODAH
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BIRTHRIGHT ISRAEL FOUNDATION
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BRIDGEHAMPTON CHILD CARE AND RECREATIONAL CENTER
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BROADWAY HOUSING COMMUNITIES
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BROOKLYN KINDERGARTEN SOCIETY
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BROOKLYN WORKFORCE INNOVATIONS
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CENTER FOR POPULAR DEMOCRACY
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CENTER FOR REPRODUCTIVE RIGHTS
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CHABAD OF MIDTOWN MANHATTAN
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CHABAD OF MIDTOWN MANHATTAN
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CHEMOTHERAPY FOUNDATION
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CITYLAX
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CIVIL EATS
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CLINIC ACCESS SUPPORT NETWORK
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COMMUNITY FOOD FUNDERS
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CONGREGATION B'NAI JESHURUN
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CONGREGATION B'NAI JESHURUN
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CONGREGATION B'NAI JESHURUN
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DEMOCRACY AT WORK INSTITUTE
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DOCTORS WITHOUT BORDERS USA
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DOROT
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EARTHJUSTICE
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FARM FRESH RHODE ISLAND
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FARM GENERATIONS COOPERATIVE
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FEDERATION OF SOUTHERN COOPERATIVES LAND ASSISTANCE FUND
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FERN
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FIGURE SKATING IN HARLEM INC
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FOOD BANK OF THE HUDSON VALLEY
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FOOTSTEPS
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FRIENDS OF THE ISRAEL DEFENSE FORCES
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GIVING ALTERNATIVE LEARNERS UPLIFTING OPPORTUNITIES INC
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GLYNWOOD
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GROUP FOR THE EAST END
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GROWNYC
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HARLEM LACROSSE
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HAROLD GRINSPOON FOUNDATION
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HAWTHORNE VALLEY ASSOCIATION INC
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HEBREW IMMIGRANT ASSISTANCE SOCIETY
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HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION
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HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
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HORACE GREELEY SCHOLARSHIP FUND
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ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
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ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
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IFWHENHOW
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IJS
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IJS
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INNOVATION AFRICA
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ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC
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ITREK
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JEWISH FARMER NETWORK
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JEWISH FUNDERS NETWORK
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JEWISH FUNDERS NETWORK
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JEWISH MUSEUM
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JUDAISM YOUR WAY
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KINGSBRIDGE HEIGHTS COMMUNITY CENTER INC
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KUCETEKELA FOUNDATION
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LABSHUL
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LEHRHAUS
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LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERVICE INC
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MAKE THE ROAD NEW YORK
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MARLENE MEYERSON JCC MANHATTAN
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METROPOLITAN NEW YORK COORDINATING COUNCIL ON JEWISH POVERTY
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METROPOLITAN NEW YORK COORDINATING COUNCIL ON JEWISH POVERTY
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MOISHE HOUSE
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MOISHE HOUSE
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MOISHE HOUSE
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MOMENT MAGAZINE
4115 WISCONSIN AVENUE NW SUITE LL10WASHINGTONDC20016N/APCGENERAL OPERATING SUPPORT$125,000
MOMENT MAGAZINE
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MONTEFIORE MEDICAL CENTER
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MONTEFIORE MEDICAL CENTER
111 EAST 210TH STREETBRONXNY10467N/APCGENERAL OPERATING SUPPORT$25,000
NATIONAL BREAST CANCER COALITION FUND
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NATIONAL COALITION BUILDING INSTITUTE
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NATIONAL COUNCIL OF JEWISH WOMEN
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NATIONAL WOMEN'S LAW CENTER
1350 I ST NW STE 700WASHINGTONDC20005N/APCPROJECT SUPPORT FOR LEGAL REPRODUCTIVE RIGHTS INITIATIVES$25,000
NATIONAL YOUNG FARMERS COALITION
PO BOX 1074HUDSONNY12534N/APCGENERAL OPERATING SUPPORT$110,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011N/APCGENERAL OPERATING SUPPORT$22,500
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011N/APCPROJECT SUPPORT FOR ADVOCACY AND POLICY WORK IN NEW YORK$75,000
NATURE CONSERVANCY
NEW YORK CITY OFFICE 322 EIGHTHNEW YORKNY10001N/APCGENERAL OPERATING SUPPORT$10,000AVENUE 14TH FLOOR
NAZUN
1900 MARKET STREET 8TH FLOORPHILADELPHIAPA19103N/APCGENERAL OPERATING SUPPORT$20,000
NEW HEIGHTS YOUTH INC
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NEW VENTURE FUND
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NEW YORK CITY BALLET
DAVID H KOCH THEATER 20 LINCOLNNEW YORKNY10023N/APCGENERAL OPERATING SUPPORT$30,000CENTER
NEW YORK FOUNDATION FOR THE ARTS INC
29 W 38TH STREET 9TH FLOORNEW YORKNY10018N/APCGENERAL OPERATING SUPPORT$10,000
NEW YORK PUBLIC RADIO
160 VARICK STREET 8TH FLOORNEW YORKNY10013N/APCGENERAL OPERATING SUPPORT$5,000
NEW YORK STEM CELL FOUNDATION
619 WEST 54TH STREET 3RD FLOORNEW YORKNY10019N/APCGENERAL OPERATING SUPPORT$60,000
NEW YORK STEM CELL FOUNDATION
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NORTHWELL HEALTH FOUNDATION (FORMERLY NORTH SHORE LIJ)
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OLIVER SCHOLARS PROGRAM
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ONETABLE
228 PARK AVENUE SOUTH STE 77191NEW YORKNY10003N/APCGENERAL OPERATING SUPPORT$125,000
PECONIC LAND TRUST
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PECONIC LAND TRUST
296 HAMPTON ROAD PO BOX 1776SOUTHAMPTONNY11969N/APCPROJECT SUPPORT FOR THE QUAIL HILL FARM APPRENTICESHIP PROGRAM$75,000
PHILANTHROPY NEW YORK
320 EAST 43RD STREETNEW YORKNY10017N/APCGENERAL OPERATING SUPPORT$14,350
PHIPPS NEIGHBORHOODS
902 BROADWAY 13TH FLOORNEW YORKNY10010N/APCGENERAL OPERATING SUPPORT$10,000
PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC
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PLANNED PARENTHOOD OF GREATER NEW YORK
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PLANNED PARENTHOOD
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038N/APCPROJECT SUPPORT FOR LEGAL INITIATIVES$50,000
PLANNED PARENTHOOD
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POLICY IMPACT
127 UNIVERSITY AVENUEBERKELEYCA94710N/APCDEMOCRACY FUNDERS NETWORK$2,000
PROJECT RENEWAL
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RAZOM
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REBOOT
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REBOOT
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RHODE ISLAND SCHOOL OF DESIGN
INSTITUTIONAL ENGAGEMENT TWOPROVIDENCERI02903N/APCGENERAL OPERATING SUPPORT FOR THE SCHOLARSHIP FUND$10,000COLLEGE STREET
ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY10065N/APCEVENT SUPPORT FOR THE CELEBRATING SCIENCE BENEFIT$5,000
ROOTS 2EMPOWER
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SAFE PASSAGE PROJECT
185 WEST BROADWAYNEW YORKNY10013N/APCGENERAL OPERATING SUPPORT$25,000
SCAN-HARBOR
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SCENIC HUDSON
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SISTERS OF SAINT JOSEPH
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SLINGSHOT
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SOCIAL GOOD FUND INC
12651 SAN PABLO AVE 5473RICHMONDCA94805N/APCGENERAL OPERATING SUPPORT FOR DAYENU$35,000
SOUL FIRE FARM INSTITUTE INC
1972 NY HIGHWAY 2PETERSBURGNY12138N/APCGENERAL OPERATING SUPPORT$3,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104N/APCGENERAL OPERATING SUPPORT$5,000
STEPHEN GAYNOR SCHOOL
148 W 90TH STNEW YORKNY10024N/APCGENERAL OPERATING SUPPORT$5,000
STONE BARNS CENTER FOR FOOD AND AGRICULTURE
630 BEDFORD ROADPOCANTICO HILLSNY10591N/APCGENERAL OPERATING SUPPORT$15,000
SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS
133 E DE LA GUERRA ST 306SANTA BARBARACA93101N/APCGENERAL OPERATING SUPPORT$7,500
SYNERGOS INSTITUTE
1 EAST 53RD STREET 7TH FLOORNEW YORKNY10022N/APCSUPPORT FOR THE GLOBAL PHILANTHROPISTS CIRCLE$25,000
SYNERGOS INSTITUTE
1 EAST 53RD STREET 7TH FLOORNEW YORKNY10022N/APCGENERAL OPERATING SUPPORT, IN HONOR OF PEGGY ROCKEFELLER$10,000
THE ART STUDENTS LEAGUE OF NEW YORK
215 W 57TH STNEW YORKNY10019N/APCGENERAL OPERATING SUPPORT$10,000
THE BRICK CHURCH SCHOOL
62 E 92ND STREETNEW YORKNY10128N/APCGENERAL OPERATING SUPPORT$5,000
THE BROTHERHOODSISTER SOL
512 W 143RD STREETNEW YORKNY10031N/APCPROJECT SUPPORT FOR THE ENVIRONMENTAL PROGRAM$25,000
THE CARROT PROJECT
89 SOUTH STREET 7TH FLOORBOSTONMA02111N/APCPROJECT SUPPORT FOR THE AGRICULTURAL VIABILITY ALLIANCE$97,500
THE CORBIN HILL FOOD PROJECT INC
475 RIVERSIDE DRIVE SUITE 243NEW YORKNY10034N/APCMATCHING GRANT IN SUPPORT OF GENERAL OPERATIONS$28,000
THE HOPE PROGRAM
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THE INHEIRITANCE PROJECT
352 W 117TH ST APT 5ENEW YORKNY10026N/APCPROJECT SUPPORT FOR THE IN[HEIR]ITANCE PROJECT'S DOCUMENTARY FILM$25,000
THE SHED
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THE SYLVIA CENTER
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TIDES CENTER
PO BOX 29907SAN FRANCISCOCA94129N/APCPROJECT SUPPORT FOR THE LAWYERING PROJECT FOR LEGAL REPRODUCTIVE RIGHTS INITIATIVES$25,000
TRYBAL GATHERINGS INC
1867 BEACON ST 2BROOKLINEMA02445N/APCGENERAL OPERATING SUPPORT$75,000
UJA FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022N/APCSUPPORT FOR THE ANNUAL FUND$300,000
UJA FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022N/APCGENERAL OPERATING SUPPORT$100,000
UNITED CONFEDERATION OF TAINO PEOPLE INC
PO BOX 4518NEW YORKNY10163N/APCPROJECT SUPPORT FOR FRIENDS OF BROOK PARK COMMUNITY GARDEN$500
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024N/APCSUPPORT FOR THE 2022 HAMPTONS NEW YORK REAL ESTATE EVENT$70,000
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024N/APCPROJECT SUPPORT FOR A PODCAST AND DIGITAL PROJECTS$150,000
UNIVERSITY OF PENNSYLVANIA
SCHOOL OF DESIGN 102 MEYERSON HALLPHILADELPHIAPA19104N/APCPROJECT SUPPORT FOR SCHOLARSHIPS FOR FINE ARTS STUDENTS$10,000
UNLOCAL INC
45 W 29TH STREET SUITE 203NEW YORKNY10001N/APCGENERAL OPERATING SUPPORT$30,000
UPSTART
1111 BROADWAY 3RD FLOOROAKLANDCA94607N/APCPROJECT SUPPORT FOR WORK WITH SMALL AND MID-SIZE JEWISH COMMUNITIES AND THEIR SOCIAL ENTREPRENEURS$150,000
URBAN SCHOOL FOOD ALLIANCE
1612 K STREET NW SUITE 200WASHINGTONDC20006N/APCGENERAL OPERATING SUPPORT$125,000
WASHINGTON UNIVERSITY IN ST LOUIS
GEPHARDT INSTITUTE FOR CIVIC ANDST LOUISMO63130N/APCSUPPORT FOR AN ENDOWED FUND FOR THE GOLDMAN FELLOWS PROGRAM AT THE GEPHARDT INSTITUTE FOR CIVIC AND COMMUNITY ENGAGEMENT$200,000COMMUNITY ENGAGEMENT CAMPUS BOX 105
WASHINGTON UNIVERSITY IN ST LOUIS
GEPHARDT INSTITUTE FOR CIVIC ANDST LOUISMO63130N/APCSUPPORT FOR THE GOLDMAN FELLOWS PROGRAM AT THE GEPHARDT INSTITUTE FOR CIVIC AND COMMUNITY ENGAGEMENT$105,000COMMUNITY ENGAGEMENT CAMPUS BOX 105
WE ACT FOR ENVIRONMENTAL JUSTICE
1854 AMSTERDAM AVENUE 2ND FLOORNEW YORKNY10031N/APCGENERAL OPERATING SUPPORT$24,000
WEST SIDE CAMPAIGN AGAINST HUNGER
263 W 86TH STREETNEW YORKNY10024N/APCGENERAL OPERATING SUPPORT$1,250
WEST TORONTO KEYS TO INCLUSION
N/APCGENERAL OPERATING SUPPORT$5,000179 GEOFFREY STREETTORONTOONTARIOCAM6R1P6
WESTERN STATES CENTER INC
3519 NE 15TH AVE 117PORTLANDOR97212N/APCPROJECT SUPPORT FOR WORK ON ANTISEMITISM$75,000
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREETNEW YORKNY10014N/APCPROJECT SUPPORT FOR WHITNEY PRINT COMMITTEE$10,000
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREETNEW YORKNY10014N/APCSUPPORT FOR THE ANNUAL FUND$50,000
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREETNEW YORKNY10014N/APCSUPPORT FOR THE WHITNEY LEADERSHIP AND 2015 CAPITAL CAMPAIGN PLEDGE$600,000
WILDERNESS TORAH
2222 HAROLD WAY SUITE CW508BERKELEYCA94704N/APCGENERAL OPERATING SUPPORT$10,000
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW 7TH FLOORWASHINGTONDC20001N/APCGENERAL OPERATING SUPPORT$5,200
WORLD LEARNING - EXPERIMENT IN INTERNATIONAL LIVING
1015 15TH ST NW SUITE 950WASHINGTONDC20005N/APCPROJECT SUPPORT FOR SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS IN WESTCHESTER COUNTY, NY TO PARTICIPATE IN THE EXPERIMENT IN INTERNATIONAL LIVING, TO BE DISTRIBUTED SUMMER 2023$15,000
YALE UNIVERSITY
PO 208239NEW HAVENCT06520N/APCPROJECT SUPPORT FOR THE COVID-19 RESEARCH RESOURCE FUND$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,838,350TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
2164
445 PARK AVENUE SUITE 16ANEW YORKNY10022N/APCGENERAL OPERATING SUPPORT$75,000
92ND STREET Y 92Y
1395 LEXINGTON AVENUENEW YORKNY10128N/APCPROJECT SUPPORT FOR THE RABBI PETER J. RUBINSTEIN FUND FOR THE JEWISH FUTURE$50,000
ALL OUR KIN
2929 3RD AVENUE 3RD FLOORBRONXNY10455N/APCPROJECT SUPPORT FOR DIRECT SERVICES IN NYC AND CONNECTICUT$35,000
AMBER WAVES FARM
375 MAIN STREETAMAGANSETTNY11930N/APCPROJECT SUPPORT FOR THE APPRENTICESHIP AND PUBLIC ACCESS PROGRAMS$90,000
AMERICAN ASSOCIATES OF BEN-GURION UNIVERSITY OF THE NEGEV
1001 AVENUE OF THE AMERICAS 19THNEW YORKNY10018N/APC"VISION 2020" CAMPAIGN. $5 MILLION FOR DORMITORY HOUSING, $5 MILLION FOR RESEARCH, $200K FOR MSIH SCHOLARSHIPS AND $800K TO ENDOW THE IARC AT THE JOYCE & IRVING GOLDMAN MEDICAL SCHOOL$5,390,000FLOOR
AMERICAN FARMLAND TRUST
NEW YORK STATE OFFICE 112 SPRINGSARATOGA SPRINGSNY12866N/APCGENERAL OPERATING SUPPORT$100,000STREET SUITE 207
ARNOLD P GOLD FOUNDATION
PO BOX 1116ENGLEWOOD CLIFFSNJ07632N/APCPROJECT SUPPORT FOR THE GALA, ANNUAL CONFERENCE, AND 2023 PLANNING OVER THREE YEARS$235,000
AVODAH
125 MAIDEN LANE 8BNEW YORKNY10038N/APCPROJECT SUPPORT FOR THE RUACH AVODAH PROGRAM$70,000
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017N/APCSUPPORT FOR BIRTHRIGHT ISRAEL TRIPS$30,000
BROOKLYN WORKFORCE INNOVATIONS
621 DEGRAW STREETBROOKLYNNY11217N/APCPROJECT SUPPORT FOR NYCHA RESIDENT TRAINING ACADEMY & ONGOING WORK WITH PUBLIC HOUSING RESIDENTS PARTICIPATING IN OTHER BWI SKILLS TRAINING PROGRAMS$40,000
CONGREGATION B'NAI JESHURUN
270 W 89TH STREETNEW YORKNY10024N/APCSUPPORT FOR THE QUIET CAPITAL CAMPAIGN$200,000
DOROT
171 WEST 85TH STREETNEW YORKNY10024N/APCGENERAL OPERATING SUPPORT$50,000
FOODCORPS
1140 SE 7TH AVE SUITE 110PORTLANDOR97214N/APCGENERAL OPERATING SUPPORT$150,000
FRIENDS OF DESERT STARS
4950 MURPHY CANYON ROADSAN DIEGOCA92123N/APCPROJECT SUPPORT OF THE CAREER DEVELOPMENT PROGRAM$50,000
HAWTHORNE VALLEY ASSOCIATION INC
327 COUNTY ROUTE 21CGHENTNY12075N/APCGENERAL OPERATING SUPPORT$40,000
HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION
1 WEST 4TH STREETNEW YORKNY10012N/APCPROJECT SUPPORT FOR THE HUC-JIR SPIRITUAL FORMATION PROGRAM$75,000
IJS
1230 AVENUE OF THE AMERICAS FLOORNEW YORKNY10020N/APCGENERAL OPERATING SUPPORT$450,00019
IJS
1230 AVENUE OF THE AMERICAS FLOORNEW YORKNY10020N/APCPROJECT SUPPORT FOR IJS'S GROWTH PLAN$300,00019
INNOVATION AFRICA
520 8TH AVENUE 15TH FLOORNEW YORKNY10018N/APCGENERAL OPERATING SUPPORT$150,000
LABSHUL
131 VARICK STREET SUITE 921NEW YORKNY10013N/APCGENERAL OPERATING SUPPORT$30,000
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212N/APCGENERAL OPERATING SUPPORT$150,000
MOMENT MAGAZINE
4115 WISCONSIN AVENUE NW SUITE LL10WASHINGTONDC20016N/APCPROJECT SUPPORT FOR CAPACITY-BUILDING$250,000
NATIONAL COALITION BUILDING INSTITUTE
8403 COLESVILLE ROAD SUITE 1100SILVER SPRINGMD20910N/APCPROJECT SUPPORT TO EXPAND ANTISEMITISM TRAINING AT COLLEGES$75,000METRO PLAZA BUILDING
PECONIC LAND TRUST
296 HAMPTON ROAD PO BOX 1776SOUTHAMPTONNY11969N/APCPROJECT SUPPORT FOR SAGG POND REMEDIATION AND RESEARCH$25,000
URBAN SCHOOL FOOD ALLIANCE
1612 K STREET NW SUITE 200WASHINGTONDC20006N/APCGENERAL OPERATING SUPPORT$250,000
WASHINGTON UNIVERSITY IN ST LOUIS
GEPHARDT INSTITUTE FOR CIVIC ANDST LOUISMO63130N/APCSUPPORT FOR THE GOLDMAN FELLOWS PROGRAM AT THE GEPHARDT INSTITUTE FOR CIVIC AND COMMUNITY ENGAGEMENT$800,000COMMUNITY ENGAGEMENT CAMPUS BOX 105
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$9,160,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$4,610UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$1,579,595ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$3,017,446UnrelatedBusinessTaxblIncmAmt
Exclusion01ExclusionCd
Exclusion$1,346,076ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$110,421UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$9,093,942ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX INTERESTDesc
Exclusion01ExclusionCd
Exclusion$15ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$3,132,477UnrelatedBusinessTaxblIncmAmt
Exclusion$12,019,628ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,152,105TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION AND COMPLIANCECategoryTxt
Amt$36,400Amt
Net Investment Income$3,050NetInvestmentIncomeAmt
Disbursements Charitable Prps$27,450DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE FOUNDATION IS MAKING AN ELECTION UNDER SECTION 53.4942(A)-3(D)2 TO TREAT THE CURRENT YEAR DISTRIBUTION AS MADE OUT OF UNDISTRIBUTED INCOME FOR 2015.SEE ATTACHMENT C FOR FURTHER DETAIL.ElectionDesc

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FARM GENERATIONS COOPERATIVEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 170701AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94117ZIPCd
FieldValueIRS element (for citing)
Grant2022-12-28GrantDt
Grant$40,000GrantAmt
Purpose Of GrantGENERAL OPERATING SUPPORTPurposeOfGrantTxt
Any Diversion By GranteeTO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTEDAnyDiversionByGranteeTxt
Dates Of Reports By GranteePENDING FINAL REPORTDatesOfReportsByGranteeTxt
Results Of VerificationTHE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE FOUNDATION HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITYResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABB LTD (ABLZF) 1,909.000 SHARES$57,941$57,941
ALPHABET INC. (GOOGL) 502.000 SHARES$44,291$44,291
AMAZON.COM, INC. (AMZN) 1,389.000 SHARES$116,676$116,676
AON PLC (AON) 148.000 SHARES$44,421$44,421
ARGENX SE (ARGX) 70.000 SHARES$26,518$26,518
BRISTOL-MYERS SQUIBB COMPANY (BMY) 699.000 SHARES$50,293$50,293
CBRE GROUP, INC. (CBRE) 2,307.000 SHARES$177,545$177,545
CITIGROUP INC. (C) 3,770.000 SHARES$170,518$170,518
COUPANG, INC. (CPNG) 1,437.000 SHARES$21,138$21,138
CROWDSTRIKE HOLDINGS, INC. (CRWD) 152.000 SHARES$16,004$16,004
CSX CORPORATION (CSX) 1,807.000 SHARES$55,981$55,981
DASSAULT SYSTEMES SE (DASTF) 3,078.000 SHARES$110,371$110,371
DIAGEO PLC (DGEAF) 4,368.000 SHARES$192,924$192,924
DOORDASH, INC. (DASH) 354.000 SHARES$17,282$17,282
ELEVANCE HEALTH, INC. (ELV) 107.000 SHARES$54,888$54,888
FISERV, INC. (FISV) 1,776.000 SHARES$179,500$179,500
FOX CORPORATION (FOXA) 3,669.000 SHARES$111,428$111,428
GENERAL ELECTRIC COMPANY (GE) 762.000 SHARES$63,848$63,848
GUIDEWIRE SOFTWARE, INC. (GWRE) 1,643.000 SHARES$102,786$102,786
HUBSPOT, INC. (HUBS) 90.000 SHARES$26,022$26,022
IAC INC. (IAC) 466.000 SHARES$20,690$20,690
INCYTE CORPORATION (INCY) 371.000 SHARES$29,799$29,799
INDUSTRIA DE DISEO TEXTIL, S.A. (IDEXF) 8,211.000 SHARES$218,438$218,438
JD.COM, INC. (JD) 463.000 SHARES$25,988$25,988
KKR & CO. INC. (KKR) 3,843.000 SHARES$178,392$178,392
LOREAL S.A. (LRLCF) 157.000 SHARES$56,070$56,070
LOWE'S COMPANIES, INC. (LOW) 263.000 SHARES$52,400$52,400
LVMH MOET HENNESSY - LOUIS VUITTON SOCIETE EUROPEENNE (LVMHF) 187.000 SHARES$136,111$136,111
MICROSOFT CORPORATION (MSFT) 659.000 SHARES$158,042$158,042
NESTLE S.A. (NSRGF) 1,173.000 SHARES$135,939$135,939
NEWS CORPORATION (NWSA) 10,001.000 SHARES$182,018$182,018
NORDEA BANK ABP (NBNKF) 5,615.000 SHARES$60,184$60,184
NOVARTIS AG (NVSEF) 2,355.000 SHARES$212,931$212,931
ORACLE CORPORATION (ORCL) 783.000 SHARES$64,002$64,002
PAN PACIFIC INTERNATIONAL HOLDINGS CORPORATION (DQJCY) 2,800.000 SHARES$52,323$52,323
PARKER-HANNIFIN CORPORATION (PH) 205.000 SHARES$59,655$59,655
RECRUIT HOLDINGS CO., LTD. (RCRRF) 1,927.000 SHARES$134,358$134,358
SANOFI (SNYNF) 660.000 SHARES$63,478$63,478
SAP SE (SAPGF) 1,900.000 SHARES$196,061$196,061
SEA LIMITED (SE) 446.000 SHARES$23,205$23,205
SEAGATE TECHNOLOGY PLC (STX) 3,301.000 SHARES$173,665$173,665
SEAGEN INC. (SGEN) 182.000 SHARES$23,389$23,389
SERVICENOW, INC. (NOW) 66.000 SHARES$25,626$25,626
SEVEN & I HOLDINGS CO., LTD. (SVNDF) 1,200.000 SHARES$51,741$51,741
SONY GROUP CORPORATION (SNEJF) 700.000 SHARES$53,512$53,512
TECK RESOURCES LIMITED (TECK) 1,678.000 SHARES$63,462$63,462
TELEFONAKTIEBOLAGET LM ERICSSON (PUBL) (ERIXF) 8,271.000 SHARES$48,279$48,279
TRANSDIGM GROUP INCORPORATED (TDG) 319.000 SHARES$200,859$200,859
UNION PACIFIC CORPORATION (UNP) 247.000 SHARES$51,146$51,146
UNITED THERAPEUTICS CORPORATION (UTHR) 121.000 SHARES$33,649$33,649
VISA INC. (V) 274.000 SHARES$56,926$56,926
VULCAN MATERIALS COMPANY (VMC) 1,043.000 SHARES$182,640$182,640

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (59 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
140 SUMMER PARTNERS OFFSHORE LTD.FMV$1,560,692$1,560,692
ANOMALY CAPITAL INTERNATIONAL, LTD.FMV$3,331,071$3,331,071
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITEDFMV$3,788,772$3,788,772
ATALAYA ASSET INCOME FUND II, L.P.FMV$5,514$5,514
AVORO LIFE SCIENCES OFFSHORE FUND LTD.FMV$1,958,204$1,958,204
BMF LIQUIDATING FUND O.S. INVESTORS LLCFMV$25,060$25,060
DEERFIELD PRIVATE DESIGN FUND III, L.P.FMV$753,662$753,662
DEERFIELD PRIVATE DESIGN FUND IV, L.P.FMV$894,810$894,810
DEERFIELD RCA FEEDER IV, L.P.FMV$27,749$27,749
DEERFIELD RCA FEEDER, L.P.FMV$55,058$55,058
DEERFIELD RE FEEDER IV, L.P. & PH HOLDINGS IV LPFMV$1,327$1,327
DOUBLELINE OPPORTUNISTIC INCOME FUND LTDFMV$1,974,431$1,974,431
FIRST EAGLE GREENWAY FUND II LLCFMV$28,520$28,520
GEMSPRING CAPITAL FUND I-A, LPFMV$2,688,408$2,688,408
GEMSPRING CAPITAL FUND II-A, LPFMV$945,072$945,072
GLAZER ENHANCED OFFSHORE FUND, LTD.FMV$2,621,404$2,621,404
GMO QUALITY FUND VIFMV$3,884,168$3,884,168
HIGH VISTA II LIMITED PARTNERSHIPFMV$17,383,639$17,383,639
HOLOCENE ADVISORS OFFSHORE FUND LTD.FMV$1,550,256$1,550,256
ISHANA CAPITAL OFFSHORE FUNDFMV$1,032,202$1,032,202
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY) 42,880.004 SHARESFMV$1,480,647$1,480,647
ISHARES CORE S&P 500 ETF (IVV) 4,837.139 SHARESFMV$1,858,477$1,858,477
LANSDOWNE DEVELOPED MARKETS STRATEGIC INVESTMENT FUND DIS LIMITEDFMV$35,426$35,426
LONG ISLAND CITY-LV LLCFMV$18,594,000$18,594,000
MSD SPECIAL INVESTMENTS FUND (CAYMAN II), LPFMV$616$616
MSD SPECIAL INVESTMENTS FUND (CAYMAN), LPFMV$566,216$566,216
NB PARTNERS FUND III LPFMV$1,023,021$1,023,021
NB PARTNERS FUND IV LPFMV$93,709$93,709
OAKTREE LIFE SCIENCES LENDING FUND, L.P.FMV$361,485$361,485
PALESTRA CAPITAL OFFSHORE FUND, LTD.FMV$2,289,033$2,289,033
PARTNERS CAPITAL CONDOR FUND IX (CAYMAN), LPFMV$2,063,382$2,063,382
PARTNERS CAPITAL CONDOR FUND V (CAYMAN), L.P.FMV$746,309$746,309
PARTNERS CAPITAL CONDOR FUND VI (CAYMAN), LPFMV$1,468,759$1,468,759
PARTNERS CAPITAL CONDOR FUND VIII (CAYMAN), L.P.FMV$1,505,941$1,505,941
PARTNERS CAPITAL CONDOR FUND X (CAYMAN), L.P.FMV$3,881,291$3,881,291
PARTNERS CAPITAL CONDOR FUND XI (CAYMAN) LPFMV$3,938,225$3,938,225
PARTNERS CAPITAL CONDOR FUND XII (CAYMAN) LPFMV$3,326,133$3,326,133
PARTNERS CAPITAL CONDOR FUND XIII (CAYMAN) LPFMV$2,769,372$2,769,372
PARTNERS CAPITAL CONDOR FUND XIV (CAYMAN), LPFMV$1,787,483$1,787,483
PARTNERS CAPITAL CONDOR FUND XV (CAYMAN), LPFMV$601,588$601,588
PARTNERS CAPITAL FALCON FUND (C) LTD.FMV$6,836,433$6,836,433
PARTNERS CAPITAL GREYHAWK FUND, L.P.FMV$9,649,266$9,649,266
PARTNERS CAPITAL HARRIER FUND (C) LTD.FMV$5,605,648$5,605,648
PARTNERS CAPITAL MERLIN CO-INVESTMENT FUND I (CAYMAN), LPFMV$2,566,871$2,566,871
PARTNERS CAPITAL MERLIN CO-INVESTMENT FUND II (CAYMAN), LPFMV$1,941,058$1,941,058
PARTNERS CAPITAL PHOENIX FUND II LTD - DIVERSIFIED INCOME FUNDFMV$5,671,007$5,671,007
PRIME FINANCE SPECIAL SITUATIONS 2020 FUND, LPFMV$495,174$495,174
Q-BLK DIVERSIFIED PORTFOLIO, A SEPARATE SERIES OF Q-BLK REAL ASSETS, L.P.FMV$141,095$141,095
RIVERSIDE MICRO-CAP FUND IV-A, L.P.FMV$1,243,553$1,243,553
SCHWAB TREASURY OBLIGATIONS MONEY FUND (SCOXX) 103,016.480 SHARESFMV$103,016$103,016
SEA HAWK MULTI-STRATEGY FUND LTD.FMV$2,584,083$2,584,083
SILVER POINT DISTRESSED OPPORTUNITY INSTITUTIONAL PARTNERS (OFFSHORE), L.P.FMV$1,944,186$1,944,186
SPDR GOLD SHARES (GLD) 5,950.000 SHARESFMV$1,009,358$1,009,358
STATE OF ISRAEL GOVERNMENT BONDSFMV$1,230,000$1,230,000
THE CHILDREN'S INVESTMENT FUNDFMV$4,176,685$4,176,685
VANGUARD INF.-PROTECTED SECUR. FD. ADMIRAL SHARES (VAIPX) 41,412.298 SHARESFMV$958,695$958,695
VANGUARD SHORT-TERM TREASURY ADM (VFIRX) 202,768.416 SHARESFMV$2,013,490$2,013,490
VANGUARD VALUE INDEX FUND (VTV) 15,736.815 SHARESFMV$2,208,977$2,208,977
VIKING LONG FUND III LTD.FMV$15,068,080$15,068,080

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
LEASEHOLD IMPROVEMENTS$10,976$10,976$0
FURNITURE AND FIXTURES$60,266$60,266$0
COMPUTERS$2,994$2,994$0

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM INVESTMENT MANAGERSDesc
BOY Book Value$1,652,055BOYBookValueAmt
EOY Book Value$29,238,393EOYBookValueAmt
EOYFMV$29,238,393EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$23,073,221Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$12,612$1,261$11,351
OTHER K-1 EXPENSES, NET OF UBI$3,354,147$2,039,823$0
STATE FILING FEES$1,500$0$1,500

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER K-1 INCOME, NET OF UBI$4,363,522$16,342$4,363,522
FEDERAL EXCISE TAX INTEREST$15$15$15

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK AND INVESTMENT$902,224$902,224$0
VALUATION SERVICES$3,000$3,000$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$250,000$0$0
FEDERAL UBI TAX$350,000$0$0
FOREIGN TAX WITHHELD$257$257$0
FOREIGN TAXES THRU K-1'S, NET OF UBI$0$57,404$0
STATE UBI TAX$200,467$0$0

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