LEON LOWENSTEIN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LEON LOWENSTEIN FOUNDATION INC (EIN 13-6015951)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-13
- IRS object ID
- 202241949349100904
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-13T10:44:20-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 Avenue of the Americas 1200 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136015951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leon Lowenstein Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANDREW BENDHEIM | InCareOfNm |
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2123190670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 Church Street 19th Floor | AddressLine1Txt |
| City | New Haven | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrew Bendheim | PersonNm |
| Person Title | director | PersonTitleTxt |
| Phone | 2123190670 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Andrew | PersonFirstNm |
| Person Last | Bendheim | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01333816 | PTIN |
| Phone | 2128674000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $192,905,578 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 |
| Dividends Rev And Expnss | $6,324,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,324,901 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,338,987 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,371,982 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,338,987 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $88 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $88 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,663,976 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,663,976 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $363,334 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,083 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $338,251 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $51,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,550 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $48,450 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $58,457 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,923 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $55,534 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,894 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,167 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,727 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $85,731 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,095 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,636 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $570,457 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $801 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,217 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $254 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $25,220 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,261 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,959 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,541 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $11 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,530 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,216 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,611 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,605 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,219,104 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $563,909 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,553,769 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,132,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,772,873 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,696,409 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,891,103 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,563,474 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $341,168 | CashBOYAmt |
| Cash EOY | $181,023 | CashEOYAmt |
| Cash EOYFMV | $181,023 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $17,165 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,839 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,839 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $159,418,090 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $192,716,505 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $192,716,505 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,270 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,059 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $465 | LandBOYAmt |
| Land EOY | $211 | LandEOYAmt |
| Land EOYFMV | $211 | LandEOYFMVAmt |
| Other Assets BOY | $22,330 | OtherAssetsBOYAmt |
| Total Assets BOY | $159,799,218 | TotalAssetsBOYAmt |
| Total Assets EOY | $192,905,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $192,905,578 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $46,958 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $37,108 | AccountsPayableEOYAmt |
| Grants Payable BOY | $339,440 | GrantsPayableBOYAmt |
| Grants Payable EOY | $760,709 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $918,711 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,424,008 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,305,109 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,221,825 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $158,494,109 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $190,683,753 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $158,494,109 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $190,683,753 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $159,799,218 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $192,905,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $158,494,109 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,891,103 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,298,541 | OtherIncreasesAmt |
| Subtotal | $190,683,753 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $190,683,753 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VANGUARD FTSE - ALL WORLD INFO AVAILABLE | PropertyDesc |
| Acquired | 2021-01-01 | AcquiredDt |
| Sold | 2021-11-09 | SoldDt |
| Gross Sales Price | $7,371,982 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,032,995 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,338,987 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,338,987 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,338,987 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $132,932 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $132,932 | SubtotalAmt |
| Tax Based On Investment Income | $132,932 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,708 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $69,490 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $118,198 | TotalPaymentsAndCreditsAmt |
| Tax Due | $14,734 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW BENDHEIM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123190670 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 CHURCH STREET 19TH FLOOR | AddressLine1Txt |
| City | new haven | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| Thomas Wright | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Secretary | 5.0 | $25,000 | $0 | $0 |
| Kim Bendheim | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Vice Chair | 5.0 | $15,000 | $0 | $0 |
| Tom Bendheim | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Director | 5.0 | $10,000 | $0 | $0 |
| Joanna Schulman | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Director | 5.0 | $10,000 | $0 | $0 |
| John Bendheim Jr | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | DIRECTOR | 5.0 | $10,000 | $0 | $0 |
| Stewart Hudson | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Executive Director | 35.0 | $225,000 | $44,935 | $0 |
| Andrew Bendheim | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Chair | 20.0 | $35,000 | $0 | $0 |
| Anisa Kamadoli Costa | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Director | 5.0 | $16,667 | $0 | $0 |
| Edward Estrada | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Director | 5.0 | $16,667 | $0 | $0 |
| 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 | $181,216,981 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $908,020 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,840 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $182,137,841 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $182,137,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,732,068 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $179,405,773 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,970,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,970,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $132,932 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $132,932 | TotalTaxAmt |
| Distributable Before Adj | $8,837,357 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,837,357 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,837,357 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,696,409 | 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 | $6,696,409 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,837,357 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,634,627 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,696,409 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,634,627 | AppliedToYear1Amt |
| Applied To Current Year | $61,782 | 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 |
| Undistributed Income CY | $8,775,575 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| A Leadership Journey | |||||
| PO Box 29163 | Providence | RI | 02909 | Charitable | $10,000 |
| Advocates for Children of New York Inc | |||||
| 151 West 30th Street 5th Fl | New York | NY | 10001 | Charitable | $7,500 |
| Anti-Defamation League | |||||
| 605 Third Avenue | New York | NY | 10158 | Charitable | $50,000 |
| Apprentice Learning | |||||
| 745 Centre Street | Jamiaca Plain | MA | 02130 | Charitable | $10,000 |
| Area Interfaith Outreach | |||||
| 1A Gordon Drive | Rockland | ME | 04841 | Charitable | $12,500 |
| Barrington Stage Company Inc | |||||
| 30 Union Street | Pittsfield | MA | 01201 | Charitable | $18,000 |
| Beth Israel Deaconess Medical Center | |||||
| 330 Brookline Avenue | Boston | MA | 02215 | Charitable | $25,000 |
| Boys & Girls Club of Greenwich | |||||
| 4 Horseneck Lane | Greenwich | CT | 06830 | Charitable | $20,000 |
| Cedars-Sinai Medical Center | |||||
| 8700 Beverly Blvd Suite 2416 | Los Angeles | CA | 90048 | Charitable | $25,000 |
| Chef Ann Foundation | |||||
| 5485 Conestoga Ct Suite 110F | Boulder | CO | 80301 | Charitable | $100,000 |
| Child Mind Institute | |||||
| 101 East 56th Street | New York | NY | 10022 | Charitable | $7,500 |
| CityBridge Education | |||||
| 600 New Hampshire Ave NW | Washington | DC | 20037 | Charitable | $250,000 |
| Coalition for Green Capital dba American Green Ban | |||||
| 1875 Connecticut Avenue NW | Washington | DC | 20009 | Charitable | $100,000 |
| Combined Jewish Philanthropies | |||||
| Kraft Family Building 126 High Stre | Boston | MA | 02110 | Charitable | $30,000 |
| Conservation International | |||||
| 2011 Crystal Drive Suite 600 | Arlington | VA | 22202 | Charitable | $5,000 |
| Crossroads Rhode Island | |||||
| 58 East 68th Street | New York | NY | 10065 | Charitable | $5,000 |
| Education Evolving | |||||
| 332 Minnesota Street | St Paul | MN | 55101 | Charitable | $250,000 |
| Endicott College | |||||
| 376 Hale Street | Beverly | MA | 01915 | Charitable | $50,000 |
| Epic Theatre Center Inc (dba Epic Theatre Ensemb | |||||
| 55 W 39th Street | New York | NY | 10018 | Charitable | $50,000 |
| Epiphany School Inc Urban Acheivers SAFE Schoo | |||||
| 234 East 22nd Street | New York | NY | 10010 | Charitable | $23,000 |
| Family Centers Inc | |||||
| 40 Arch Street | Greenwich | CT | 06830 | Charitable | $5,000 |
| Feeding Westchester | |||||
| 200 Clearbrook Road | Elmsford | NY | 10523 | Charitable | $25,000 |
| Five Frogs Inc | |||||
| 357 Commerce Drive 1142 | Fairfield | CT | 06825 | Charitable | $7,500 |
| Friends of the High Line | |||||
| 820 Washington Street | New York | NY | 10014 | Charitable | $10,000 |
| GRID Alternatives Greater Los Angeles | |||||
| 1338 S Flower Street | Los Angeles | CA | 90015 | Charitable | $125,000 |
| GRID Alternatives San Diego | |||||
| 1171 Ocean Avenue Suite 200 | Oakland | CA | 92102 | Charitable | $125,000 |
| Hackley School | |||||
| 293 Benedict Avenue | Tarrytown | NY | 10591 | Charitable | $7,500 |
| Harvey School Robotics | |||||
| 260 Jay Street | Katonah | NY | 10536 | Charitable | $10,500 |
| Health Resources in Action | |||||
| 2 Boylston Street 4th Floor | Boston | MA | 02116 | Charitable | $70,000 |
| Heart of Los Angeles Youth | |||||
| 2701 Wilshire Boulevard 100 | Los Angeles | CA | 90057 | Charitable | $25,000 |
| Hollywood Community Housing Corporation (HCHC) | |||||
| 5020 Santa Monica Boulevard | Los Angeles | CA | 90029 | Charitable | $25,000 |
| Hurricane Island Foundation | |||||
| PO Box 1280 | Rockland | ME | 04841 | Charitable | $15,000 |
| Inclusive Prosperity Capital | |||||
| 845 Brook Street | Rocky Hill | CT | 06067 | Charitable | $113,000 |
| Institute for Market Transformation | |||||
| 1707 L Street NW | Washington | DC | 20036 | Charitable | $125,000 |
| Institute for Nonprofit Practice | |||||
| 144 Gould Street | Needham | MA | 02494 | Charitable | $30,000 |
| Irish Repertory Theatre | |||||
| 132 West 22nd Street | New York | NY | 10011 | Charitable | $25,000 |
| Jewish Alliance of Greater Rhode Island | |||||
| 401 Elmgrove Avenue | Providence | RI | 02906 | Charitable | $5,000 |
| Juntos Vieques Inc | |||||
| HC 2 Box 14717 | Vieques | PR | 00765 | Charitable | $1,000 |
| Kids in Crisis Inc | |||||
| One Salem St | Cos Cob | CT | 06807 | Charitable | $6,500 |
| KnowledgeWorks Foundation | |||||
| One West Fourth Street No 200 | Cincinnati | OH | 45202 | Charitable | $100,000 |
| LEAP Innovations | |||||
| 222 W Merchandise Mart 2300 | Chicago | IL | 60654 | Charitable | $250,000 |
| Liberation Programs Inc | |||||
| 129 Glover Avenue | Norwalk | CT | 06850 | Charitable | $10,000 |
| Lincoln School | |||||
| 301 Butler Avenue | Providence | RI | 02906 | Charitable | $25,000 |
| Literacy Trust Inc | |||||
| 141 West 28th Street 6th Floor | New York | NY | 10001 | Charitable | $175,000 |
| Los Angeles Sports and Entertainment Commission | |||||
| 633 West 5th Street 1800 | Los Angeles | CA | 90071 | Charitable | $15,000 |
| Martha's Table | |||||
| 2375 Elvans Road SE | Washington | DC | 20020 | Charitable | $100,000 |
| Mobile Health Care Association | |||||
| 2275 Schuetz Road | St Louis | MO | 63146 | Charitable | $850,000 |
| Morningside Retirement and Health Services | |||||
| 100 LaSalle Street | New York | NY | 10027 | Charitable | $5,000 |
| National Association of Community Health Centers | |||||
| 7501 Wisconsin Avenue 1100W | Bethesda | MD | 20814 | Charitable | $95,000 |
| National Health Care for the Homeless Council | |||||
| 604 Gallatin Avenue 106 | Nashville | TN | 37206 | Charitable | $25,000 |
| NEIGHBOR TO NEIGHBOR INC | |||||
| 248 East Putnam Avenue | Greenwich | CT | 06830 | Charitable | $25,000 |
| New York Botanical Garden | |||||
| 2900 Southern Boulevard | Bronx | NY | 10458 | Charitable | $6,000 |
| New York Common Pantry | |||||
| 8 East 109th Street | New York | NY | 10029 | Charitable | $25,000 |
| ONS Foundation for Clinical Research & Education | |||||
| 6 Greenwich Office Park 40 Valley | Greenwich | CT | 06831 | Charitable | $5,000 |
| Partnership for Los Angeles Schools | |||||
| 1055 Wilshire Boulevard 1850 | Los Angeles | CA | 90017 | Charitable | $250,000 |
| PEN American Center | |||||
| 588 Broadway 303 | New York | NY | 10012 | Charitable | $25,000 |
| Poetry Society of America | |||||
| 15 Gramercy Park | New York | NY | 10003 | Charitable | $25,000 |
| PowerMyLearning | |||||
| 228 Park Avenue S PMB 16373 | New York | NY | 10003 | Charitable | $250,000 |
| Princeton Family YMCA | |||||
| 59 Paul Robeson Place | Princeton | NJ | 08534 | Charitable | $2,000 |
| PROJECT ANGEL FOOD | |||||
| 922 Vine Street | Los Angeles | CA | 90038 | Charitable | $25,000 |
| Rachel's Network Inc | |||||
| 1200 18th Street NW | New York | NY | 20036 | Charitable | $50,000 |
| Rhode Island Community Food Bank Assoc | |||||
| 200 Niantic Avenue | Providence | RI | 02907 | Charitable | $30,000 |
| Rhode Island Foundation | |||||
| One Union Station | Providence | RI | 02903 | Charitable | $15,000 |
| Riverside Church in the City of New York | |||||
| 490 Riverside Drive | New York | NY | 10027 | Charitable | $25,000 |
| Rocky Mountain Institute | |||||
| 22830 Two Rivers Road | Basalt | CO | 81621 | Charitable | $160,000 |
| Sarah Lawrence College | |||||
| 1 Mead Way | Bronxville | NY | 10708 | Charitable | $2,000 |
| Save the Bay | |||||
| 100 Save the Bay Drive | Providence | RI | 02905 | Charitable | $5,000 |
| SCAN GROUP | |||||
| 3800 Kilroy Airport Way 100 | Long Beach | CA | 90806 | Charitable | $110,000 |
| Sharp Again Naturally | |||||
| PO Box 713 | Larchmont | NY | 10538 | Charitable | $7,500 |
| SmartPower | |||||
| 4075 Wilson Blvd 8th Floor | Arlington | VA | 22203 | Charitable | $125,000 |
| Solar United Neighbors | |||||
| 1350 Connecticut Ave Suite 412 | Washington | DC | 20036 | Charitable | $185,000 |
| Squash Haven | |||||
| 70 Tower Parkway | New Haven | CT | 06511 | Charitable | $5,000 |
| Stamford Health | |||||
| One Hospital Plaza PO Box 9317 | Stamford | CT | 06904 | Charitable | $10,000 |
| The Family Van - A Program of Harvard Medical Scho | |||||
| 1542 Tremont Street | Boston | MA | 02120 | Charitable | $450,000 |
| The Jewish Community Center in Manhattan | |||||
| 334 Amsterdam Avenue at 76th Street | New York | NY | 10023 | Charitable | $25,000 |
| The Public Theater | |||||
| 425 Lafayette St | New York | NY | 10003 | Charitable | $25,000 |
| The Salem Pantry Inc | |||||
| PO Box 295 | Salem | MA | 01970 | Charitable | $12,500 |
| The Wharton School of the University of Pennsylvan | |||||
| 3730 Walnut Street | Philadelphia | PA | 19104 | Charitable | $30,000 |
| Tisch College of Civic Life at Tufts University | |||||
| 10 Upper Campus Road | Medford | MA | 02155 | Charitable | $10,000 |
| Trekkers Inc | |||||
| 325 Old Country Road | Rockland | ME | 04841 | Charitable | $35,000 |
| Trustees of Columbia University of NY | |||||
| 535 W 116th Street | New York | NY | 10027 | Charitable | $5,000 |
| University of Washington | |||||
| Box 359505 | Seattle | WA | 98195 | Charitable | $25,000 |
| Urban Sustainability Directors Network | |||||
| 1624 Viola Circle | Port Washington | WI | 53074 | Charitable | $252,000 |
| USC Marshall School of Business | |||||
| 3670 Trousdale Parkway | Los Angeles | CA | 90089 | Charitable | $25,000 |
| Vieques Humane Society and Animal Rescue Inc | |||||
| PO Box 1399 | Vieques | PR | 00765 | Charitable | $20,000 |
| ViequesLove | |||||
| PO Box 1108 | Vieques | PR | 00765 | Charitable | $25,000 |
| Wallis Annenberg Center Performing Arts | |||||
| 9390 N Santa Monica Blvd | Beverly Hills | CA | 90210 | Charitable | $25,000 |
| World Central Kitchen | |||||
| 1342 Florida Avenue NW | Washington | DC | 20009 | Charitable | $100,000 |
| World Resources Institute | |||||
| 10 G Street NE Suite 800 | Washington | DC | 20002 | Charitable | $225,000 |
| Year Up New York | |||||
| 85 Broad Street 6th Floor | New York | NY | 10004 | Charitable | $6,000 |
| Year Up Inc | |||||
| 40 Fountain Street | Providence | RI | 02903 | Charitable | $10,000 |
| YWCA Greenwich Connecticut Inc | |||||
| 259 East Putnam Avenue | Greenwich | CT | 06830 | Charitable | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,132,500 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,324,901 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,338,987 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $88 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,663,976 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,663,976 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $192,716,505 | BookValueAmt |
| EOYFMV | $192,716,505 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $17,216 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,611 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,605 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other income | Desc |
| Revenue And Expenses Per Books | $88 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $88 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $30,298,541 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $918,711 | $1,339,785 |
| EXCISE TAX PAYABLE | $84,223 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $47,956 | $47,956 | |
| OTHER CONSULTANTS | $37,775 | $139 | $37,636 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $554,439 | ||
| FICA TAX | $16,018 | $801 | $15,217 |
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