RIGGIO FOUNDATION TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RIGGIO FOUNDATION TR (EIN 13-7039631)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-07-08
- IRS object ID
- 202201899349100800
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-08T10:46:15-05:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100175001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137039631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RIGGIO FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARIA FLOREZ TRFO LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % C/O MARIA FLOREZ | InCareOfNm |
| Business Name Control | RIGG | BusinessNameControlTxt |
| Phone | 2126333375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 FIFTH AVENUE Suite 2nd fl | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA FLOREZ | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2126333375 | PhoneNum |
| Signature | 2022-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIA | PersonFirstNm |
| Person Last | FLOREZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Hammerschmidt | PreparerPersonNm |
| PTIN | P01384178 | PTIN |
| Phone | 2128858000 | PhoneNum |
| Preparation | 2022-07-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $81,854,387 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $666,273 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $666,273 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $476 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $476 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,964,754 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,969,125 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,964,754 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,631,503 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,631,503 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $160 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $160 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $75,591 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,021 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $75,591 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $50,252 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $65,834 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63,088 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,834 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $191,837 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,109 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $141,585 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,262,288 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,262,288 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,454,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,109 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,403,873 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$822,622 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,553,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,939,421 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,940,100 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,940,100 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $27,916,218 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $29,972,046 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $29,831,297 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,978,821 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,724,321 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,945,735 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $30,204,580 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $30,327,523 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $30,809,159 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $328,096 | OtherAssetsBOYAmt |
| Other Assets EOY | $328,096 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $328,096 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $86,367,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,292,086 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,854,387 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $86,366,136 | RetainedEarningBOYAmt |
| Retained Earning EOY | $83,291,806 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $86,367,136 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,292,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $86,367,136 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,292,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $86,367,136 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$822,622 | ExcessRevenueOverExpensesAmt |
| Subtotal | $85,544,514 | SubtotalAmt |
| Other Decreases | $2,251,708 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,292,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-JPM#9006 | P | $3,618,967 | $3,563,855 | $55,112 | $55,112 |
| PUBLICLY TRADED SECURITIES-JPM#9006 | P | $2,103,456 | $2,077,309 | $26,147 | $26,147 |
| PUBLICLY TRADED SECURITIES-MS#179 | D | $1,796,702 | $3,397 | $1,793,305 | $1,793,305 |
| PUBLICLY TRADED SECURITIES-MS#179 | P | $17,450,000 | $17,359,810 | $90,190 | $90,190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,964,754 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,492 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $35,492 | SubtotalAmt |
| Tax Based On Investment Income | $35,492 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $50,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $163 | EsPenaltyAmt |
| Overpayment | $14,345 | OverpaymentAmt |
| Applied To ES Tax | $14,345 | AppliedToESTaxAmt |
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 | false | 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 | CO MARIA FLOREZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126333375 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 FIFTH AVENUE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| leonard riggio | |||||||||
| C/O Riggio Foundation | 120 Fifth Avenue 2nd Fl | New York | NY | 10011 | trustee | 10.0 | $0 | $0 | $0 |
| louise riggio | |||||||||
| C/O Riggio Foundation | 120 Fifth Avenue 2nd FL | New York | NY | 10011 | trustee | 15.0 | $0 | $0 | $0 |
| MARIA FLOREZ | |||||||||
| C/O RIGGIO FOUNDATION | 120 FIFTH AVENUE 2ND FL | NEW YORK | NY | 10011 | CFO | 0.5 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 PATTERSON AVENUE SE SUITE 100 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING & TAX | ServiceTypeTxt |
| Compensation | $75,591 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $67,444,656 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,262,177 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $81,706,833 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $81,706,833 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,225,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,481,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,024,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,024,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,492 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,492 | TotalTaxAmt |
| Distributable Before Adj | $3,988,570 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,988,570 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,988,570 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,403,873 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,403,873 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,403,873 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,988,570 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $604,803 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,557,040 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,117,189 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $5,279,032 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,403,873 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $3,403,873 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $584,697 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $584,697 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,694,335 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,106 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,674,229 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,557,040 | ExcessFromYear4Amt |
| Excess From Year3 | $1,117,189 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEONARD RIGGIO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BRIDGEHAMPTON VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 1280 | BRIDGEHAMPTON | NY | 11932 | PC, NONE | PRESERVE,PROTECT LIFE & PROPERTY AND PROMOTE FIRE SAFETY | $1,300 | |
| CARIDAD CENTER | |||||||
| 8645 W Boynton Beach Blvd | Boynton Beach | FL | 33472 | PC, NONE | TO UPGRADE THE HEALTH, EDUCATION AND LIVING STANDARDS | $5,000 | |
| EQUESTRIAN AID FOUNDATION | |||||||
| 11924 WEST FOREST HILL BLVD SUITE | WELLINGTON | FL | 33414 | PC, NONE | PROVIDE FINANCIAL ASSISTANCE FOR EQUESTRIAN COMMUNITY | $25,000 | |
| FRACTURED ATLAS | |||||||
| 248 W 35th St | New York | NY | 10001 | PC, NONE | FOSTER AGILE and RESILENT CULTURAL ECOSYSTEM IN THE ARTS | $30,000 | |
| HAMPTON CLASSIC HORSE SHOW | |||||||
| 240 Snake Hollow Rd | BRIDGEHAMPTON | NY | 11932 | PC, NONE | A premier destination for horse people, and a much-anticipated stop on the summer tour for competitors | $35,000 | |
| NEW VOCATIONS RACEHORSE ADOPTION PROGRAM | |||||||
| 719 Dolan Lane | Lexington | KY | 40511 | PC, NONE | OFFERING HORSES A SECURE PLEASANT RETIREMENT | $5,000 | |
| OMEGA HORSE RESCUE AND REHABILITATION CENTER INC | |||||||
| 8272 WOODBINE ROAD | AIRVILLE | PA | 17302 | PC, NONE | EDUCATE OWNERS,LEGISLATE HUMANE TREATMENT-EQUINES | $46,000 | |
| SAVE THE CHILDREN | |||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | PC, NONE | AID TO NEEDY CHILDREN | $888 | |
| THE BRIDGEHAMPTON CHILD CARE AND RECREATION CENTER | |||||||
| 551 Sag Harbor Tpke PO BOX 1197 | Bridgehampton | NY | 11932 | PC, NONE | DELIVER YOUTH and ADULT DEVELOPMENT SERVICES TO NEEDY FAMILIES | $150,000 | |
| THE FUND FOR PARK AVENUE nEW YORK iNC | |||||||
| 445 PARK AVENUE SUITE 1000 | NEW YORK | NY | 10022 | PC, NONE | planting and maintaining the trees and flowers on Park avenue | $3,500 | |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AZ | 72202 | PC, NONE | PROVIDE LIVESTOCK AND TRAINING TO FAMILIES TO GAIN INDEPENDENCE AND BUILD SMALL BUSINESSES AND SUSTAINABLE LIVELIHOODS | $5,000 | |
| EQUINE ADVOCATES | |||||||
| PO BOX 354 | CHATHAM | NY | 120370354 | PC, NONE | OFFER CLASSES TO NEIGHBORING SCHOOL SYSTEMS BY EMPHASIZING ON COMPASSION AND EMPATHY TO ALL LIVING THINGS WITH A FOCUS ON HORSES, PONIES, DONKEYS AND MULES | $10,000 | |
| JAZZ AT LINCOLN CENTER | |||||||
| 3 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | PC, NONE | SUPPORT JAZZ AT LINCOLN CENTER'S CORE OPERATIONS | $25,000 | 12TH FLOOR |
| DANNY & RON'S RESCUE | |||||||
| 12161 Ken Adams Way | Wellington | FL | 33414 | PC, NONE | Aiding dogs that were left homeless by the storm. | $12,500 | 110BB |
| DIA ART FOUNDATION | |||||||
| 535 W 22nd St | New York | NY | 10011 | PC, NONE | Committed to advancing, realizing, and preserving the vision of artists by commissioning single artist projects, organizing exhibitions, realizing site-specific installations, and collecting in-depth the work of a focused group of artists of the 1960s and 1970s | $30,000 | |
| HEART EQUINE AMBULANCE | |||||||
| 179 Acorn Hill Dr | Madison | VA | 22727 | PC, NONE | Provides state of the art emergency transportation services for injured or ill horses | $2,500 | |
| THE WOLF CONSERVATION CENTER | |||||||
| PO Box 421 | South Salem | NY | 10590 | PC, NONE | Protect and preserve wolves in North America through science-based education, advocacy, and participation in the federal recovery and release programs | $2,500 | |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 Southern Boulevard | Bronx | NY | 10460 | PC, NONE | To Save wildlife and wild places worldwide through science, conservation action, education, and inspiring people to value nature | $25,000 | |
| American Museum of Natural History | |||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC, NONE | TO DISCOVER, INTERPRET, AND DISSEMINATE INFORMATION ABOUT HUMAN CULTURES, THE NATURAL WORLD, AND THE UNIVERSE THROUGH A WIDE-RANGING PROGRAM OF SCIENTIFIC RESEARCH, EDUCATION, AND EXHIBITION | $20,000 | |
| Marty Lyons Foundation | |||||||
| 354 VETERANS MEMORIAL HIGHWAY | COMMACK | NY | 11725 | PC, NONE | FULFILL THE WISHERS OF CHILDREN WITH A TERMINAL OR LIFE-THREATENING ILLNESS | $15,000 | |
| THE ELLEN P HERMANSON FOUNDATION | |||||||
| 200 WEST END AVE 12G | NEW YORK | NY | 10023 | PC, NONE | HELPING BREAST CANCER PATIENTS | $2,500 | |
| GREEN IS THE NEW BLUE | |||||||
| 526 WEST 26TH STREET ROOM 513 | NEW YORK | NY | 10001 | PC, NONE | TO PROMOTE THE PROTECTION AND PRESERVATION OF THE ENVIRONMENT AND TO EVALUATE AND INSPIRE INDIVIDUALS PARTICIPATING IN SPORTS TO REEVALUATE THE SUBSTANABILITY AND ECOLOGICAL FRIENDLINESS OF THEIR RESPECTIVE TEAMS AND EVENTS | $125,000 | |
| THE MUSEUM OF MODERN ART | |||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | PC, NONE | developing and collecting modern art | $25,000 | |
| BELMONT CHILD CARE ASSOCIATION | |||||||
| 2150 HEMPSTEAD TPKE BELMONT PARK | ELMONT | NY | 11003 | PC, NONE | provides a safe and loving care center for equine workers' children | $2,500 | |
| The Bridgehampton Village Improvement Society | |||||||
| PO BOX 872 | BRIDGEHAMPTON | NY | 11932 | PC, NONE | Focus on PLANTING AND MAINTENACE OF TREES IN BRIDGEHAMPTON | $3,000 | |
| American Humane | |||||||
| 1400 16th Street NW Suite 360 | Washington | DC | 20036 | PC, NONE | Ensure the safety, welfare and care of all animals. | $5,000 | |
| Marine Toys for Tots Foundation | |||||||
| Marine Toys for Tots Foundation | Triangle | VA | 22172 | PC, NONE | to collect new unwrapped toys and distribute those toys to less fortunate children at Christmas | $2,400 | 18251 Quantico Gateway Drive |
| North Sea Fire Department | |||||||
| North Sea Fire Department | Southampton | NY | 11968 | PC, NONE | To serve and protect the citizens of the north sea fire district. | $2,000 | 149 Noyac RD |
| St Jude Children's Research Hospital | |||||||
| 220 E 42nd St | New York | NY | 10017 | PC, NONE | understands, treats and defeats childhood cancer and other life-threatening diseases. | $10,000 | |
| Keepers of the Wild | |||||||
| 1606 Coolers Dairy Rd | Walterboro | SC | 29488 | PC, NONE | provide a life-long home to rescued wild and exotic animals | $1,000 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 1255 23rd St NW Ste 450 | Washington | DC | 20037 | PC, NONE | focuses on animal welfare and opposes animal-related cruelties of national scope | $10,000 | |
| ANIMAL RESCUE FUND OF THE HAMPTONS | |||||||
| 124 Daniels Hole Rd | East Hampton | NY | 11937 | PC, NONE | rescues cats and dogs, provides quality care and offers sanctuary until loving homes can be found | $2,500 | |
| Brooke's House | |||||||
| 17670 Technology Blvd | Hagerstown | MD | 21740 | PC, NONE | provides a community-based, safe, stable, and emotionally supportive living environment for adult women in the early stages of substance abuse recovery | $10,000 | |
| CHILDREN'S MUSEUM OF THE EAST END | |||||||
| 376 Bridgehampton-Sag Harbor Turnpi | Bridgehampton | NY | 11932 | PC, NONE | offers hands-on exhibits & educational programs aimed at kids, plus occasional events. | $10,000 | |
| ENDEAVOR THERAPEUTIC HORSEMANSHIP INC | |||||||
| 556 Croton Lake Rd | Mt Kisco | NY | 10549 | PC, NONE | empower individuals through the healing potential of the horse | $5,000 | |
| FEEDING AMERICA | |||||||
| Feeding America | Washington | DC | 20090 | PC, NONE | provide meals to children, seniors, families, and survivors of natural disasters. | $5,000 | PO Box 96749 |
| HEART OF THE HAMPTONS | |||||||
| 168 Hill St | Southampton | NH | 11968 | PC, NONE | helps the people in our local community who are in need, without discrimination, in a dignified manner. | $5,000 | |
| THE HUMANE SOCIETY OF NEW YORK | |||||||
| 306 E 59th St | New York | NY | 10022 | PC, NONE | underwrite veterinarian care for a sick or injured animal | $2,500 | |
| THE SALVATION ARMY GREATER NEW YORK DIVISION | |||||||
| 120 W 14th St | New York | NY | 10011 | PC, NONE | preach the gospel of Jesus Christ and to meet human needs without discrimination. | $5,000 | |
| WORLD WILDLIFE FUND | |||||||
| 1250 24th St NW | Washington | DC | 20037 | PC, NONE | conserve and restore biodiversity, the web that supports all life on Earth; to reduce humanity's environmental footprint; and to ensure the sustainable use of natural resources to support current and future generations | $15,000 | |
| FRIENDS OF THE ERBEN ORGAN | |||||||
| PO Box 472 | New York | NY | 10276 | PC, NONE | FOCUS ON restoration, preservation, and appreciation of the 1868 Henry Erben pipe organ and the 1859 Hall & Labagh pipe organ located in the Basilica of Saint Patrick's Old Cathedral, located in the NoLIta section of SoHo in Manhattan | $2,500 | |
| ICSFBE A STUDENT'S FRIEND | |||||||
| 1011 First Avenue Suite 1800 | New York | NY | 10022 | PC, NONE | To match donors with low-income students who currently attend inner-city Catholic schools in some of the poorest sections of the Bronx, Manhattan and Staten Island | $15,200 | |
| Poets & Writers | |||||||
| 90 Broad St 2100 | New York | NY | 10004 | pc, none | Foster the professional development of poets and writers and to promote communication throughout the literary community | $125,000 | |
| CENTER FOR THERAPEUTIC RIDING OF THE EAST END | |||||||
| 93 Merchants Path | Sagaponack | NY | 11962 | PC, NONE | provide therapeutic riding lessons and equine assisted services to children and adults with emotional, cognitive and physical disabilities | $2,500 | |
| Central Park Conservancy | |||||||
| 14 E 60th St | New York | NY | 10022 | PC, NONE | To preserve and celebrate Central park as a sanctuary from the pace and pressures of city life, enhancing the enjoyment and wellbeing of all | $2,500 | |
| OCEAN CONVERVANCY | |||||||
| 1300 19th St NW 8th floor | Washington | DC | 20036 | PC. NONE | helps formulate ocean policy at the federal and state government levels based on peer reviewed science | $2,500 | |
| Backstretch Employee Service Team of NY | |||||||
| 2150 Hempstead Turnpike | Elmont | NY | 12866 | PC, NONE | to provide health and wellness services to the backstretch workers at thoroughbred racetracks across NY | $13,000 | Gate 6 Cottage 28B |
| KENTUCKY HORSE PARK FOUNDATION | |||||||
| 4075 Iron Works Pkwy | Lexington | KY | 40511 | PC, NONE | Serve as world's leading equestrian destination as a working horse farm, a world-renowned center for show and competition, and an international center for equine education | $1,500 | |
| Weill Cornell Medicine | |||||||
| 1300 York Ave | New York | NY | 10065 | PC, NONE | Dedicates its medical college to the highest principles of liberal education, spirited inquiry, collaborative learning and individual initiative | $2,400,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,262,288 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $666,273 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $476 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,964,754 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,631,503 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,631,503 | 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 |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | N/A | OrganizationTypeDesc |
| Relationship Description | N/A | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $75,591 | Amt |
| Net Investment Income | $15,021 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $75,591 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $30,327,523 | EOYBookValueAmt |
| EOYFMV | $30,809,159 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BARNES & NOBLE, EDUCATION INC | StockNm |
| EOY Book Value | $10,724,321 | EOYBookValueAmt |
| EOYFMV | $8,945,735 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $29,972,046 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $29,831,297 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGGIO FOUND. HORSE RESCUE LLC | Desc |
| BOY Book Value | $328,096 | BOYBookValueAmt |
| EOY Book Value | $328,096 | EOYBookValueAmt |
| EOYFMV | $328,096 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT TO BASIS OF MARKETABLE | $0 |
| SECURITIES DONATED TO RIGGIO FOUNDATION | $0 |
| AND RECORDED AT FAIR MARKET VALUE AT | $0 |
| TIME OF CONTRIBUTION | $0 |
| (REG. 53.4940-1(F)(2)(I)(B)) | $2,251,708 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $63,088 | $63,088 | $63,088 |
| FILING FEES | $2,199 | $2,199 | |
| MISCELLANEOUS EXPENSES | $547 | $547 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAX | $50,239 |
| PENALTIES AND INTEREST | $13 |