NEW TAMARIND FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NEW TAMARIND FOUNDATION (EIN 26-3324875)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-01-13
- IRS object ID
- 202230139349101103
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-13T15:34:59-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263324875 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW TAMARIND FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PKF O'CONNOR DAVIES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWT | BusinessNameControlTxt |
| Phone | 2122862600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE NO 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELAINE LERNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122862600 | PhoneNum |
| Signature | 2022-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HELAINE | PersonFirstNm |
| Person Last | LERNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS BLANEY | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2022-01-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $115,706,237 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $374 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $374 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $325,710 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $592,626 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $423,025 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $326,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $423,399 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,890 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,886 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $52,886 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,839 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $480 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,359 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $480 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,135 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,965 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,965 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,580 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $480 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $255,504 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $422,919 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,349 | CashBOYAmt |
| Cash EOY | $70,269 | CashEOYAmt |
| Cash EOYFMV | $70,269 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $267,182 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $837,682 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $837,682 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $73,843,207 | CorporateStockBOYAmt |
| Corporate Stock EOY | $114,798,286 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $114,798,286 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $74,128,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,706,237 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,706,237 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $100,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $100,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $74,128,738 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $115,606,237 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,128,738 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $115,606,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,128,738 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,706,237 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,128,738 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $255,504 | ExcessRevenueOverExpensesAmt |
| Other Increases | $41,221,995 | OtherIncreasesAmt |
| Subtotal | $115,606,237 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $115,606,237 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $592,626 | GrossSalesPriceAmt |
| Cost Or Other Basis | $169,601 | CostOrOtherBasisAmt |
| Gain Or Loss | $423,025 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $423,025 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $423,025 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,879 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,879 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,879 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,508 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,508 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,629 | OverpaymentAmt |
| Applied To ES Tax | $5,629 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PKF O'CONNOR DAVIES LLP | IndividualWithBooksNm |
| Phone | 2122862600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HELAINE LERNER | ||||||||
| C/O PKFOD 500 MAMARONECK AVENUE | SUITE HARRISON | NY | 10528 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOAN RECHNITZ | ||||||||
| C/O PKFOD 500 MAMARONECK AVENUE | SUITE HARRISON | NY | 10528 | SECRETARY, TREASURER, DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $96,344,575 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $863,106 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $97,207,681 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $97,207,681 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,458,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $95,749,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,787,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,787,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,879 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,879 | TotalTaxAmt |
| Distributable Before Adj | $4,781,599 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,781,599 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,781,599 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $70,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,781,599 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $15,047,585 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $15,047,585 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,100 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,711,499 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,711,499 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,336,086 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,336,086 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,336,086 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELAINE LERNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | |||||||
| 601 E ST NW | WASHINGTON | DC | 20049 | N/A | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 79TH ST CENTRAL PARK W | NEW YORK | NY | 10024 | N/A | PC | GENERAL SUPPORT | $1,500 |
| ANIMAL RESCUE FUND OF THE HAMPTONS INC | |||||||
| 124 DANIELS HOLE ROAD | WAINSCOTT | NY | 11975 | N/A | PC | GENERAL SUPPORT | $100 |
| ANIMALS ASIA FOUNDATION | |||||||
| 300 BROADWAY SUITE 32 | SAN FRANCISCO | CA | 94133 | N/A | PC | GENERAL SUPPORT | $300 |
| APOPO US INC | |||||||
| 1133 15TH STREET NW NO 1200 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $45 |
| CORAL REEF ALLIANCE | |||||||
| 1330 BROADWAY SUITE 1602 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $500 |
| DOROT INC | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | N/A | PC | GENERAL SUPPORT | $1,000 |
| FRIENDS OF THE UPPER EAST SIDE HISTORIC DISTRICTS | |||||||
| 966 LEXINGTON AVE 3E | NEW YORK | NY | 10021 | N/A | PC | GENERAL SUPPORT | $2,170 |
| LONG ISLAND PINE BARRENS SOCIETY | |||||||
| 547 EAST MAIN STREET | RIVERHEAD | NY | 11901 | N/A | PC | GENERAL SUPPORT | $200 |
| MERCY SHIPS | |||||||
| PO BOX 2020 | LINDALE | TX | 75771 | N/A | PC | GENERAL SUPPORT | $100 |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | N/A | PC | GENERAL SUPPORT | $1,000 |
| THE HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL SUPPORT | $550 |
| THE LAWFARE PROJECT INC | |||||||
| 633 THIRD AVE 21ST FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $1,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | N/A | PC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,965 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $374 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $325,710 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $326,084 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $326,084 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HERBERT PAUL PC | CategoryTxt |
| Amt | $4,890 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,890 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 272 SHARES BERKSHIRE HATHAWAY INC, CL A | $113,859,472 | $113,859,472 |
| 3,378 SHARES BERKSHIRE HATHAWAY INC, CL B | $938,814 | $938,814 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $1,500 | $0 | $1,500 |
| OTHER FEES | $575 | $480 | $95 |
| WEBSITE | $115 | $0 | $115 |
| MISCELLANEOUS | $649 | $0 | $649 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION FOR THE YEAR | Desc |
| Amt | $41,221,995 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM CONSULTANT - MARILYN DELUCA | $7,840 | $0 | $7,840 |
| ADMINISTRATIVE CONSULTANT | $45,046 | $0 | $45,046 |
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