ANNA MARIA AND STEPHEN KELLEN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANNA MARIA AND STEPHEN KELLEN FOUNDATION INC (EIN 13-3173593)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2022-03-15
- IRS object ID
- 202230749349100618
- Schema version
- 2020v4.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-15T13:28:10-05:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135504490 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL E SAMMET & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIDEN LANE SUITE 500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133173593 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA-MARIA AND STEPHEN KELLEN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC C/O JOEL E SAMMET & CO LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNA | BusinessNameControlTxt |
| Phone | 2122698628 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIDEN LANE SUITE 500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL M KELLEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122698628 | PhoneNum |
| Signature | 2022-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | KELLEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER A TERZIAN | PreparerPersonNm |
| PTIN | P01027934 | PTIN |
| Phone | 2122698628 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,677,063,738 | 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 |
| Dividends Rev And Expnss | $15,155,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,155,772 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,811,657 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $214,750,595 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,486,542 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,262,803 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $94,967,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,905,117 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $64,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $64,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $142,166 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $54,166 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $88,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $128,941 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $128,941 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,218,845 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,218,845 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $80,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $40,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $40,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,040 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,040 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,020,322 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16,168 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,972,281 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,778,160 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $51,400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,648,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,872,326 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,629,394 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,029,921 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,029,921 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,678,516 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,872,326 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,659,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,288,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,032,791 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $392,701,664 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $224,897,543 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $224,897,543 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $333,349,109 | CorporateStockBOYAmt |
| Corporate Stock EOY | $362,304,815 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $417,570,394 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $74,400,564 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $46,529,389 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $49,196,285 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $462,193,091 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $636,201,615 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $926,698,866 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $39,050,650 | OtherAssetsBOYAmt |
| Other Assets EOY | $39,050,650 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $58,700,650 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,301,695,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,308,984,012 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,677,063,738 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,301,695,078 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,308,984,012 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,301,695,078 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,308,984,012 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,301,695,078 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,308,984,012 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,301,695,078 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,288,934 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,308,984,012 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,308,984,012 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PER BOOKS OF FOUNDATION | P | $214,694,566 | $173,264,053 | $41,430,513 | $41,430,513 |
| CAPITAL GAINS DIVIDENDS | P | $56,029 | $56,029 | $56,029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,486,542 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $778,856 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $778,856 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $778,856 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,767,141 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $350,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,117,141 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,338,285 | OverpaymentAmt |
| Applied To ES Tax | $1,338,285 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126983300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1345 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10105 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 (7 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL M KELLEN | |||||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | PRESIDENT | 20.00 | $0 | $0 | $0 | |||
| MARINA K FRENCH | |||||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | VICE-PRESIDENT | 20.00 | $16,000 | $0 | $0 | |||
| ANDREW GUNDLACH | |||||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | SECRETARY/TREASURER | 5.00 | $0 | $0 | $0 | |||
| NINA M GORRISSEN | |||||||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | LAGUNA DEL SAUCE PO BOX 52-060 | MALDONADO | UY | ||||
| ANNABELLE GARRETT | |||||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | DIRECTOR | 5.00 | $16,000 | $0 | $0 | |||
| CAROLINE L KELLEN | |||||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | DIRECTOR | 5.00 | $16,000 | $0 | $0 | |||
| CHRISTOPHER N KELLEN | |||||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | DIRECTOR | 5.00 | $16,000 | $0 | $0 | |||
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARIA SZABO-GOESSLER | ||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | FOUNDATION ADMINISTR | 30.00 | $70,667 | $0 | $0 |
| ROBERT FOLINO | ||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | FINANCIAL ADMINISTRA | 20.00 | $54,167 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PAUL HASTINGS LLP | |||||
| 200 PARK AVE | NEW YORK | NY | 10166 | LEGAL FEES | $1,184,930 |
| JOEL E SAMMET & CO LLP | |||||
| 15 MAIDEN LANE SUITE 500 | NEW YORK | NY | 10038 | ACCOUNTING | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $297,207,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $300,991,859 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $946,448,764 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,544,648,225 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $35,771,607 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,544,648,225 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,169,723 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,521,478,502 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,073,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,073,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $778,856 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,079,180 | IncomeTaxAmt |
| Total Tax | $4,858,036 | TotalTaxAmt |
| Distributable Before Adj | $71,215,889 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,215,889 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,215,889 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,659,315 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,659,315 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $68,659,315 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,215,889 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $66,679,356 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,659,315 | QualifyingDistributionsAmt |
| Applied To Year1 | $66,679,356 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,979,959 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $69,235,930 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NINA M GORRISSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (188 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2 FISH HOME RENOVATIONS | |||||||||||
| 122 HARTEFELD DR | AVONDALE | PA | 19311 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | |||||
| ACKERMAN INSTITUTE FOR THE FAMILY | |||||||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| ACT OF CONNECTICUT INC | |||||||||||
| 63 HIGH RIDGE AVENUE | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $500,000 | |||||
| ADDISON GALLERY OF AMERICAN ART | |||||||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | |||||
| AMERICAN ACADEMY IN BERLIN | |||||||||||
| PC | GENERAL TAX EXEMPT PURPOSES | $2,393,612 | 17-19 AM SANDWERDER | BERLIN | GM | 14109 | |||||
| AMERICAN AUSTRIAN FOUNDATION | |||||||||||
| 150 E 42ND ST 28TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | |||||
| AMERICAN BALLET THEATER | |||||||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| AMERICAN CHESTNUT FOUNDATION | |||||||||||
| 50 NORTH MERRIMON AVENUE SUITE 115 | ASHEVILLE | NC | 28804 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | |||||
| AMERICAN COUNCIL ON GERMANY | |||||||||||
| 14 E 60TH ST 1000 | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $70,000 | |||||
| AMERICAN FEDERATION OF ARTS | |||||||||||
| 10TH FL 305 E 47TH ST | NEW YORK | NY | 10017 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | |||||
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||||||
| CENTRAL PARK W 79TH ST | NEW YORK | NY | 10024 | PC | GENERAL TAX EXEMPT PURPOSES | $1,150,000 | |||||
| AMERICAN SKIN ASSOCIATION | |||||||||||
| 6 EAST 43RD STREET | NEW YORK | NY | 10017 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | |||||
| AMERICANS FOR THE ARTS | |||||||||||
| ONE EAST 53RD STREET 2ND FLOOR | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | |||||
| AMERICARES | |||||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06906 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | |||||
| ANIMAL MEDICAL CENTER | |||||||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $104,000 | |||||
| ANN'S PLACE | |||||||||||
| 80 SAW MILL RD | DANBURY | CT | 068106099 | PC | GENERAL TAX EXAMPT PURPOSES | $25,000 | |||||
| ART21 INC | |||||||||||
| 133 W 25TH STREET 3E | NEW YORK | NY | 10001 | PC | GENERAL TAX EXEMPT PURPOSES | $300,000 | |||||
| ASTEP (ARTISTS STRIVING TO END POVERTY) | |||||||||||
| 165 W 46TH STREET | NEW YORK | NY | 10036 | PC | GENERAL TAX EXEMPT PURPOSES | $90,000 | |||||
| BALTIMORE MUSEUM OF ART | |||||||||||
| 19 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | |||||
| BANK STREET COLLEGE OF EDUCATION | |||||||||||
| 610 W 112TH STREET | NEW YORK | NY | 10025 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | |||||
| BARD COLLEGE | |||||||||||
| 30 CAMPUS ROAD | ANNADALEONHUDSON | NY | 12504 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | |||||
| BLUE PATH SERVICE DOGS INC | |||||||||||
| 8 COUNTRY CLUB ROAD | HOPWELL JUNCTION | NY | 12533 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | |||||
| BOSTON COLLEGE | |||||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | |||||
| BOWERY RESIDENTS COMMITTEE | |||||||||||
| 131 W 25TH ST | NEW YORK | NY | 10001 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | |||||
| BOYS & GIRLS CLUB OF RIDGEFIELD | |||||||||||
| 41 GOVERNOR STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $82,500 | |||||
| BREARLEY SCHOOL | |||||||||||
| 601 EAST 83RD STREET | NEW YORK | NY | 10028 | PC | GENERAL TAX EXEMPT PURPOSES | $275,000 | |||||
| BRICK CHURCH | |||||||||||
| 1140 PARK AVENUE | NEW YORK | NY | 10128 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| BROADWAY'S BABIES (CO WHITE LOTUS EVENTS INC) | |||||||||||
| 554 W 53RD ST | NEW YORK | NY | 10019 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | |||||
| BROOKINGS INSTITUTION | |||||||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | PC | GENERAL TAX EXEMPT PURPOSES | $275,000 | |||||
| BROOKS SCHOOL | |||||||||||
| 1160 GREAT POND ROAD | NORTH ANDOVER | MA | 01845 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | |||||
| BROWN UNIVERSITY | |||||||||||
| 69 BROWN ST BOX 1822 | PROVIDENCE | RI | 02912 | PC | GENERAL TAX EXEMPT PURPOSES | $125,000 | |||||
| CANCER RESEARCH INSTITUTE | |||||||||||
| ONE EXCHANGE PLAZA 55 BROADWAY STE | NEW YORK | NY | 10006 | PC | GENERAL TAX EXEMPT PURPOSES | $2,755,000 | 1802 | ||||
| CARNEGIE HALL SOCIETY | |||||||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000,000 | |||||
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | |||||||||||
| 1047 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | PC | GENERAL TAX EXEMPT PURPOSES | $52,500 | |||||
| CENTER FOR ARTS EDUCATION | |||||||||||
| 266 WEST 37TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | |||||
| CENTER FOR CURATORIAL LEADERSHIP | |||||||||||
| 174 EAST 80TH STREET | NEW YORK | NY | 10075 | PC | GENERAL TAX EXEMPT PURPOSES | $155,000 | |||||
| CENTRAL PARK CONSERVANCY | |||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | |||||
| CHAMPLAIN AREA TRAILS | |||||||||||
| 6482 MAIN STREET | WESTPORT | NY | 12993 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| CHELSEA MUSIC FESTIVAL | |||||||||||
| PARK WEST STATION NUMBER 20435 | NEW YORK | NY | 10025 | PC | GENERAL TAX EXEMPT PURPOSES | $75,000 | |||||
| CITIZENS FOUNDATION USA | |||||||||||
| 2900 WILCREST DRIVE SUITE 225 | HOUSTON | TX | 77042 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | |||||
| CITY HARVEST INC | |||||||||||
| 5501 2ND STREET | LONG ISLAND CITY | NY | 11101 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | |||||
| COHME INC | |||||||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | |||||
| COLUMBIA UNIVERSITY | |||||||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | PC | GENERAL TAX EXEMPT PURPOSES | $1,385,000 | |||||
| COLUMBIA UNIVERSITYDEPT OF OPHTHALMOLOGY | |||||||||||
| 635 W 165TH STREET 218 | NEW YORK | NY | 10032 | PC | GENERAL TAX EXEMPT PURPOSES | $525,000 | |||||
| CONVENT OF THE SACRED HEART SCHOOL OF NEW YORK | |||||||||||
| 1 E 91ST STREET | NEW YORK | NY | 10128 | PC | GENERAL TAX EXEMPT PURPOSES | $60,000 | |||||
| COPD FOUNDATION | |||||||||||
| 20F STREET NW STE 200A | WASHINGTON | DC | 20001 | PC | GENERAL TAX EXEMPT PURPOSES | $40,000 | |||||
| COUNCIL ON FOREIGN RELATIONS | |||||||||||
| THE HAROLD PRATT HOUSE 58 E 68TH ST | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $400,000 | |||||
| CRIME VICTIMS TREATMENT CENTER | |||||||||||
| 40 EXCHANGE PLACE SUITE 510 | NEW YORK | NY | 10005 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | |||||
| DANBURY HOSPITAL | |||||||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 068106099 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000,000 | |||||
| DANBURY MUSIC CENTRE | |||||||||||
| 256 MAIN ST | DANBURY | CT | 068106099 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| DE LA SALLE ACADEMY | |||||||||||
| 332 W 43RD STREET | NEW YORK | NY | 10036 | PC | GENERAL TAX EXEMPT PURPOSES | $195,000 | |||||
| DILLER-QUALE SCHOOL OF MUSIC INC | |||||||||||
| 24 E 95TH ST | NEW YORK | NY | 10128 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | |||||
| DRAWING CENTER (THE) | |||||||||||
| 35 WOOSTER ST | NEW YORK | NY | 10013 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| DRUGS FOR NEGLECTED DISEASES INITIATIVE | |||||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | |||||
| DWIGHT SCHOOL FOUNDATION | |||||||||||
| 291 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| EAGLE HILL SCHOOL | |||||||||||
| 45 GLENVILLE RD | GREENWICH | CT | 06831 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | |||||
| EAST HILL SYNAGOGUE CHESSED FUND | |||||||||||
| 255 WALNUT STREET | ENGLEWOOD | NJ | 07631 | PC | GENERAL TAX EXEMPT PURPOSES | $400,000 | |||||
| EDUCATION TRUST NEW YORK | |||||||||||
| 8 WEST 126TH STREET | NEW YORK | NY | 10027 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| ELLA JEWELL FOUNDATION | |||||||||||
| PO BOX 396 | BETHAL | CT | 06801 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| ELYSIUM - BETWEEN TWO CONTINENTS INC | |||||||||||
| 303 E 83RD STREET 17E | NEW YORK | NY | 10028 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| EPONA'S PATH INC | |||||||||||
| 2799 PALM DEER DRIVE | LOXAHATCHEE | FL | 33470 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| ESF COLLEGE FOUNDATION | |||||||||||
| 1 FORESTRY DRIVE | SYRACUSE | NY | 13210 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | |||||
| FACES AT NYU LANGONE MEDICAL CENTER | |||||||||||
| 223 EAST 34TH STREET | NEW YORK | NY | 10016 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| FILLING IN THE BLANKS | |||||||||||
| 346 MAIN AVE 3A | NORWALK | CT | 06851 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| FIRST BOOK | |||||||||||
| 1319 F ST NW SUITE 1000 | WASHINGTON | DC | 20004 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | |||||
| FOOD ALLERGY RESEARCH & EDUCATION | |||||||||||
| 515 MADISON AVENUE 1912 | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $500,000 | |||||
| FOOD BANK FOR NEW YORK CITY | |||||||||||
| 39 BROADWAY | NEW YORK | NY | 10038 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | |||||
| FOOD FOR NEEDY | |||||||||||
| 5055 COLLINS AVE 12J/K | MIAMI BEACH | FL | 33140 | PC | GENERAL TAX EXEMPT PURPOSES | $2,500 | |||||
| FORTUNE SOCIETY | |||||||||||
| 29-76 NORTHERN BOULEVARD | LONG ISLAND CITY | NY | 11101 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | |||||
| FOUNDERS HALL | |||||||||||
| 120 E 12TH ST | NEW YORK | NY | 10003 | PC | GENERAL TAX EXEMPT PURPOSES | $75,000 | |||||
| FRANKLIN LAND TRUST | |||||||||||
| 5 MECHANIC STREET | SHELBURNE FALLS | MA | 01370 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | |||||
| FRICK COLLECTION | |||||||||||
| 1 E 70TH ST | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $875,000 | |||||
| FRIENDS OF RIDGEFIELD COMMUNITY PROGRAM | |||||||||||
| 400 MAIN STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | |||||
| FRIENDS OF RIDGEFIELD SUZUKI SCHOOL | |||||||||||
| 109 EAST RIDGE | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | |||||
| FRIENDS OF THE MUSEE DES ARTS DECORATIFS | |||||||||||
| PC | GENERAL TAX EXEMPT PURPOSES | $225,000 | 107 RUE DE RIVOLI | PARIS | FR | 75001 | |||||
| FRIENDS OF THE UPPER EAST SIDE HISTORIC DISTRICT | |||||||||||
| 36 E 68TH STREET | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | |||||
| FRIENDS OF UNITED HATZALAH | |||||||||||
| 208 E 51ST STREET STE 303 | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | |||||
| FUND FOR PARK AVENUE | |||||||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | |||||
| GEORGETOWN UNIVERSITY | |||||||||||
| 37TH O STREET NW | WASHINGTON | DC | 20057 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | |||||
| GERMANISTIC SOCIETY OF AMERICA | |||||||||||
| 6 E 87TH ST NEW YORK | NEW YORK | NY | 10128 | PC | GENERAL TAX EXEMPT PURPOSES | $7,500 | |||||
| GODDARD RIVERSIDE COMMUNITY CENTER | |||||||||||
| 593 COLUMBUS AVENUE | NEW YORK | NY | 10024 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | |||||
| GOOD SHEPHERD SERVICES | |||||||||||
| 305 7TH AVENUE 9TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| GUGGENHEIM MUSEUM | |||||||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | GENERAL TAX EXEMPT PURPOSES | $650,000 | |||||
| GUIDE DOG FOUNDATION FOR THE BLIND | |||||||||||
| EAST 371 JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | PC | GENERAL TAX EXEMPT PURPOSES | $6,000 | |||||
| HARLEM ACADEMY | |||||||||||
| 1330 5TH AVE | NEW YORK | NY | 10026 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| HARLEM SCHOOL OF THE ARTS | |||||||||||
| 645 ST NICHOLAS AVENUE | NEW YORK | NY | 10030 | PC | GENERAL TAX EXEMPT PURPOSES | $175,000 | |||||
| HOOVER INSTITUTION | |||||||||||
| 434 GALVEZ MALL STANFORD UNIVERSITY | STANFORD | CA | 943056003 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | |||||
| HOPELINE | |||||||||||
| 884 EAST 163RD STREET | BRONX | NY | 10459 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| HOSPITAL FOR SPECIAL SURGERY | |||||||||||
| 535 E 70TH STREET | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $16,916,670 | |||||
| HOT BREAD KITCHEN | |||||||||||
| 1590 PARK AVE | NEW YORK | NY | 10029 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | |||||
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 200363212 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | |||||
| HUNTER COLLEGE | |||||||||||
| 695 PARK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | |||||
| INTERNATIONAL CONTEMPORARY ENSEMBLE | |||||||||||
| 4306 3RD AVENUE 4TH FLOOR | BROOKLYN | NY | 11232 | PC | GENERAL TAX EXEMPT PURPOSES | $75,000 | |||||
| INTERNATIONAL COUNCIL OF THE MUSEUM OF MODERN ART | |||||||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | PC | GENERAL TAX EXEMPT PURPOSES | $30,000 | |||||
| INTERNATIONAL FOUNDATION FOR ART RESEARCH (IFAR) | |||||||||||
| 500 5TH AVE 935 | NEW YORK | NY | 10110 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | |||||
| INTERNATIONAL HOUSE | |||||||||||
| 500 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | |||||
| JANE DOE NO MORE INC | |||||||||||
| 203 CHURCH ST 4130 | NAUGATUCK | CT | 06770 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| JEWISH BRAILLE INSTITUTE | |||||||||||
| 1237 E 24TH ST | BROOKLYN | NY | 11210 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | |||||
| JEWISH COMMUNITY RELATIONS COUNCIL | |||||||||||
| 225 WEST 34TH STREET SUITE 1607 | NEW YORK | NY | 10122 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | |||||
| KEELER TAVERN MUSEUM | |||||||||||
| 152 MAIN ST | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | |||||
| LENOX HILL NEIGHBORHOOD HOUSE | |||||||||||
| 330 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| LEO BAECK INSTITUTE | |||||||||||
| 15 W 16TH STREET | NEW YORK | NY | 10011 | PC | GENERAL TAX EXEMPT PURPOSES | $12,000 | |||||
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||||||
| LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | |||||
| LOUNSBURY HOUSE | |||||||||||
| 316 MAIN ST | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $9,700 | |||||
| LYCEE FRANCAIS DE NEW YORK | |||||||||||
| 505 E 75TH ST | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $35,000 | |||||
| MANHATTAN CHILDRENS CENTER | |||||||||||
| 124 W 95TH ST | NEW YORK | NY | 10025 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | |||||
| MAYO CLINIC | |||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | PC | GENERAL TAX EXEMPT PURPOSES | $2,300,000 | |||||
| MAYSLES DOCUMENTARY CENTER | |||||||||||
| 343 LENOX AVENUE | NEW YORK | NY | 10027 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | |||||
| MELANOMA RESEARCH ALLIANCE FOUNDATION | |||||||||||
| 1101 NEW YORK AVE 620 | WASHINGTON | DC | 20005 | PC | GENERAL TAX EXEMPT PURPOSES | $370,000 | |||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | |||||
| METROPOLIS ENSEMBLE | |||||||||||
| 3433 84TH STREET | QUEENS | NY | 11372 | PC | GENERAL TAX EXEMPT PURPOSES | $60,000 | |||||
| METROPOLITAN MUSEUM OF ART | |||||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | GENERAL TAX EXEMPT PURPOSES | $1,697,000 | |||||
| METROPOLITAN OPERA ASSOCIATION INC | |||||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $262,500 | |||||
| MORGAN LIBRARY & MUSEUM | |||||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| MOUNT SINAI SCHOOL OF MEDICINE | |||||||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PC | GENERAL TAX EXEMPT PURPOSES | $275,000 | |||||
| MS PRESIDENT US | |||||||||||
| PO BOX 238 | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $3,000 | |||||
| MULTIPLYING GOOD | |||||||||||
| 15 WEST 38TH STREET SUITE 1210 | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $220,000 | |||||
| MUNICIPAL ART SOCIETY OF NEW YORK | |||||||||||
| 488 MADISON AVE | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| MUSEUM OF CONTEMPORARY ART DENVER | |||||||||||
| 1485 DELGANY STREET | DENVER | CO | 80202 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | |||||
| MUSEUM OF CONTEMPORARY ART LOS ANGELES | |||||||||||
| 250 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | GENERAL TAX EXEMPT PURPOSES | $850,000 | |||||
| MUSEUM OF MODERN ART | |||||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | PC | GENERAL TAX EXEMPT PURPOSES | $21,582 | |||||
| MUSEUM OF THE CITY OF NEW YORK | |||||||||||
| 1220 5TH AVENUE | NEW YORK | NY | 10029 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | |||||
| NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH | |||||||||||
| 14 WALL STREET SUITE 3B | NEW YORK | NY | 10005 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | |||||
| NEUE GALERIE | |||||||||||
| 1048 5TH AVENUE | NEW YORK | NY | 10028 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | |||||
| NEW AMERICA FOUNDATION | |||||||||||
| 199 LAFAYETTE ST 3B | NEW YORK | NY | 10012 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | |||||
| NEW VISIONS FOR PUBLIC SCHOOLS INC | |||||||||||
| 205 E 42ND ST | NEW YORK | NY | 10017 | PC | GENERAL TAX EXEMPT PURPOSES | $300,000 | |||||
| NEW YORK BOTANICAL GARDEN | |||||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | |||||
| NEW YORK HISTORICAL SOCIETY | |||||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | GENERAL TAX EXEMPT PURPOSES | $6,000 | |||||
| NEW YORK PHILLHARMONIC | |||||||||||
| DAVID GEFFEN HALL 10 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $750,000 | PLAZA | ||||
| NEW YORK YOUTH SYMPHONY | |||||||||||
| 110 WEST 40TH STREET SUITE 1503 | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | |||||
| NEXTGENFACE FOUNDATION | |||||||||||
| 812 PARK AVENUE | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | |||||
| NORTON MUSEAM OF ART | |||||||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | PC | GENERAL TAX EXEMPT PURPOSES | $142,857 | |||||
| ODYSSEY FOUNDATION | |||||||||||
| 120 WALL STREET 17TH FLOOR | NEW YORK | NY | 10005 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| OPEN SPACE INSTITUTE | |||||||||||
| 1350 BROADWAY 201 | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $2,500 | |||||
| PARK AVENUE ARMORY | |||||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | |||||
| PARK CHILDREN'S DAY SCHOOL | |||||||||||
| 4 WEST 76TH STREET | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | |||||
| PHILLIPS ACADEMY | |||||||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | PC | GENERAL TAX EXEMPT PURPOSES | $400,000 | |||||
| PHIPPS NEIGHBORHOODS | |||||||||||
| 902 BROADWAY | NEW YORK | NY | 10010 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | |||||
| PREVIDI FOUNDATION | |||||||||||
| PO BOX 3482 | NEWTOWN | CT | 06470 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | |||||
| PROJECT RENEWAL | |||||||||||
| 200 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10014 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| PROSPECTS OPPORTUNITY & ENRICHMENT | |||||||||||
| 454 MAIN STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $500,000 | |||||
| PUBLIC ART FUND | |||||||||||
| ONE EAST 53RD STREET | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | |||||
| REACHING U A FOUNDATION FOR URUGUAY | |||||||||||
| PO BOX 453935 | MIAMI | FL | 33243 | PC | GENERAL TAX EXEMPT PURPOSES | $60,000 | |||||
| RIDGEFIELD ACADEMY | |||||||||||
| 223 WEST MOUNTAIN ROAD | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | |||||
| RIDGEFIELD CONSERVATORY OF DANCE | |||||||||||
| 444 MAIN STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $75,000 | |||||
| RIDGEFIELD PLAYHOUSE | |||||||||||
| 80 E RIDGE RD | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | |||||
| RIP MEDICAL DEBT | |||||||||||
| 80 THEODORE FREMD AVE | RYE | NY | 10580 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | |||||
| RIVERSIDE PARK CONSERVANCY | |||||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | |||||
| ROAR ANIMAL SHELTER | |||||||||||
| 45 SOUTH STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $75,500 | |||||
| ROBIN HOOD FOUNDATION | |||||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | PC | GENERAL TAX EXEMPT PURPOSES | $500,000 | |||||
| ROCKEFELLER UNIVERSITY | |||||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 100656399 | PC | GENERAL TAX EXEMPT PURPOSES | $6,110,000 | |||||
| RONALD MCDONALD HOUSE OF THE GREATER HUDSON VALLEY | |||||||||||
| 80 WOODS ROADS | VALHALLA | NY | 10595 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | |||||
| RVNAHEALTH | |||||||||||
| 27 GOVERNOR STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $91,000 | |||||
| SANCTUARY FOR FAMILIES | |||||||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | |||||
| SANDY HOOK PROMISE | |||||||||||
| 13 CHURCH HILL RD | NEWTOWN | CT | 06470 | PC | GENERAL TAX EXEMPT PURPOSES | $250,000 | |||||
| SCENIC HUDSON | |||||||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | |||||
| SCULPTURECENTER | |||||||||||
| 44-19 PURVES ST | LONG ISLAND CITY | NY | 11101 | PC | GENERAL TAX EXEMPT PURPOSES | $85,000 | |||||
| SILVER HILL HOSPITAL | |||||||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | |||||
| SING FOR HOPE | |||||||||||
| 575 EIGHTH AVENUE STE 1812 | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | |||||
| SKIDMORE COLLEGE | |||||||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | |||||
| SKOWHEGAN SCHOOL OF PAINTING & SCULPTURE | |||||||||||
| 136 WEST 22ND STREET | NEW YORK | NY | 10011 | PC | GENERAL TAX EXEMPT PURPOSES | $625,000 | |||||
| SPACE ON RYDER FARM | |||||||||||
| 406 STARR RIDGE RD | BREWSTER | NY | 10309 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | |||||
| SQUASH DREAMERS INC | |||||||||||
| 300 DELAWARE AVE STE 210-A | WILMINGTON | DE | 19801 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | |||||
| ST BERNARD'S SCHOOL | |||||||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | |||||
| STORM KING ART CENTER | |||||||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12553 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | |||||
| STUTTERING ASSOCIATION FOR THE YOUNG | |||||||||||
| 247 WEST 37TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | |||||
| THE SUN | |||||||||||
| 107 NORTH ROBERSON STREET | CHAPEL HILL | NC | 27516 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | |||||
| THIRD STREET MUSIC SCHOOL SETTLEMENT | |||||||||||
| 235 E 11TH STREET 1 | NEW YORK | NY | 10003 | PC | GENERAL TAX EXEMPT PURPOSES | $725,000 | |||||
| TIGER FOUNDATION | |||||||||||
| 101 PARK AVENUE | NEW YORK | NY | 10178 | PC | GENERAL TAX EXEMPT PURPOSES | $250,000 | |||||
| UJA-FEDERATION OF NY | |||||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $160,000 | |||||
| URBAN ASSEMBLY | |||||||||||
| 90 BROAD ST | NEW YORK | NY | 10004 | PC | GENERAL TAX EXEMPT PURPOSES | $315,500 | |||||
| URBAN PATHWAYS | |||||||||||
| 575 EIGHTH AVENUE 16TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | |||||
| US SCIENCES PO FOUNDATION | |||||||||||
| 600 MADISON AVENUE | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | |||||
| UTW82 FOR GOOD INC | |||||||||||
| 228 PARK AVENUE SOUTH SUITE 62856 | NEW YORK | NY | 10003 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | |||||
| VASSAR BROTHERS MEDICAL CENTER | |||||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | PC | GENERAL TAX EXEMPT PURPOSES | $1,100,000 | |||||
| WEILL CORNELL MEDICAL CENTER | |||||||||||
| 1300 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $5,710,000 | |||||
| WELLESLEY COLLEGE | |||||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | |||||
| WESTERN CONNECTICUT YOUTH ORCHESTRA | |||||||||||
| 90 E RIDGE RD 225A | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $35,000 | |||||
| WHITNEY MUSEUM OF AMERICAN ART | |||||||||||
| 99 GANESVOORT STREET | NEW YORK | NY | 10014 | PC | GENERAL TAX EXEMPT PURPOSES | $175,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PC | GENERAL TAX EXEMPT PURPOSES | $3,500 | |||||
| WINNAKEE LAND TRUST | |||||||||||
| 187 E MARKET STREET | RHINEBECK | NY | 12572 | PC | GENERAL TAX EXEMPT PURPOSES | $1,600,000 | |||||
| WNETORG | |||||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | PC | GENERAL TAX EXEMPT PURPOSES | $725,000 | |||||
| WOMEN IN NEED | |||||||||||
| ONE STATE STREET PLAZA 18TH FL | NEW YORK | NY | 10004 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | |||||
| WOMEN'S CENTER FOR GREATER DANBURY INC | |||||||||||
| 2 WEST ST | DANBURY | CT | 068106099 | PC | GENERAL TAX EXEMPT PURPOSES | $250,000 | |||||
| WOMEN'S PRISON ASSOCIATION | |||||||||||
| 110 2ND AVENUE | NEW YORK | NY | 10003 | PC | GENERAL TAX EXEMPT PURPOSES | $300,000 | |||||
| WOODSTOCK FARM ANIMAL SANCTUARY | |||||||||||
| 2 RESCUE ROAD | HIGH FALLS | NY | 12440 | PC | GENERAL TAX EXEMPT PURPOSES | $85,000 | |||||
| YEAR UP | |||||||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | |||||
| Z SPACE | |||||||||||
| 450 FLORIDA ST | SAN FRANCISCO | CA | 94110 | PC | GENERAL TAX EXEMPT PURPOSES | $180,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,029,921 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,155,772 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $79,811,657 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $94,967,450 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $94,967,450 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $80,000 | Amt |
| Net Investment Income | $40,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS AND OTHER OBLIGATIONS | BondNm |
| EOY Book Value | $46,529,389 | EOYBookValueAmt |
| EOYFMV | $49,196,285 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK AND ETF'S | StockNm |
| EOY Book Value | $362,304,815 | EOYBookValueAmt |
| EOYFMV | $417,570,394 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP INTERESTS AND ALTERNATIVE INVESTMENTS | AT COST | $612,781,789 | $901,584,106 |
| MUTUAL FUNDS | AT COST | $23,419,826 | $25,114,760 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,218,845 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,218,845 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER TANGIBLE ASSETS | Desc |
| BOY Book Value | $39,050,650 | BOYBookValueAmt |
| EOY Book Value | $39,050,650 | EOYBookValueAmt |
| EOYFMV | $58,700,650 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE AND BANK FEES | $267,444 | $267,444 | $0 |
| FILING FEES | $1,500 | $0 | $1,500 |
| INSURANCE | $49,900 | $0 | $49,900 |
| MANAGEMENT ADVISORY FEES | $5,506,735 | $5,506,735 | $0 |
| MISCELLANEOUS EXPENSE | $3,981 | $3,981 | $0 |
| NON-DEDUCTIBLE EXPENSES | $130,838 | $0 | $0 |
| LOSS THROUGH PARTNERSHIPS | $9,011,883 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME THROUGH PARTNERSHIP INTERESTS | $0 | $5,262,803 | $0 |
| NON-TAXABLE INCOME | $21 | $0 | $21 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE FEES | $2,421 | $0 | $2,421 |
| OTHER PROFESSIONAL FEES | $19,619 | $0 | $19,619 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THE FOUNDATION RETAINED STOUT RISIUS ROSS LLC ("STOUT") TO DETERMINE THE DISCOUNTED FAIR MARKET VALUE OF TWO PRIVATE ALTERNATIVE INVESTMENTS AND ONE PRIVATE CORPORATE STOCK FOR SECTION 4942 PURPOSES AS OF 04-30-21. THE TOTAL VALUE OF THE THREE POSITIONS INCLUDED ON LINE 1C BEFORE DISCOUNTS IS $120,407,163. A REDUCTION OF $35,771,607 IS BEING CLAIMED ON THE THREE POSITIONS DUE TO LACK OF CONTROL AND LACK OF MARKETABILITY ATTRIBUTES GIVEN THE LIQUIDITY CONSTRAINTS RESULTING FROM EXTENDED HOLDING PERIODS, UNCERTAIN INTERIM CASH FLOWS, AND TRANSFER RESTRICTIONS. IN DETERMINING THE VALUATION DISCOUNTS, STOUT CONSIDERED 1. AN ANLYSIS OF THE DISCOUNTS ASSOCIATED WITH HOLDING ILLIQUID INTERESTS IN THE RESTRICTED SECURITIES OF PUBLICLY TRADED COMPANIES, 2. AN ANLYSIS OF DISCOUNTS REFLECTED IN THE TRADES OF LISTED PRIVATE EQUITY INTERESTS, AND 3. THE DISCOUNTS OBSERVED IN THE SECONDARY MARKET FOR PRIVATE EQUITY INTERESTS. | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $16,168 | $0 | $16,168 |
| FEDERAL INCOME TAXES | $4,000,000 | $0 | $0 |
| CA INCOME TAX | $4,154 | $0 | $0 |
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