JOYCE & IRVING GOLDMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOYCE & IRVING GOLDMAN FAMILY FOUNDATION INC (EIN 13-3216152)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202223139349102267
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T16:30:29-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 133216152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE & IRVING GOLDMAN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOYC | BusinessNameControlTxt |
| Phone | 2126244300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 417 FIFTH AVENUE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100162204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LLOYD GOLDMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2126244300 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LLOYD | PersonFirstNm |
| Person Last | GOLDMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $217,839,899 | 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 | $1,392,203 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,966,986 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,440,997 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,940,318 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,136,570 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,333,643 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$67,902 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,166,843 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,035,654 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $286,855 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,685 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $258,170 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $137,542 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,754 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $123,788 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $96,416 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,642 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $86,774 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,537 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,104 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,933 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,469,882 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,469,882 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $668,917 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $800,972 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $77,606 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $649 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $140,709 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,071 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $126,638 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,137,518 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,921,001 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,342 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,107,080 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,206,662 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $647,645 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,305,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,305,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,412,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,206,662 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,953,495 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,753,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,828,992 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,254,893 | CashBOYAmt |
| Cash EOY | $2,552,720 | CashEOYAmt |
| Cash EOYFMV | $2,552,720 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $287,128 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $514,909 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $514,909 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,902,460 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,397,136 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,775,545 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,775,545 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $789,822 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $181,216,650 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $204,344,592 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $204,344,592 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $74,236 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $74,158 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $727 | LandBOYAmt |
| Land EOY | $78 | LandEOYAmt |
| Land EOYFMV | $78 | LandEOYFMVAmt |
| Other Assets BOY | $103,856 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,652,055 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,652,055 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $197,952,672 | TotalAssetsBOYAmt |
| Total Assets EOY | $217,839,899 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $217,839,899 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $197,952,672 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $217,839,899 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $197,952,672 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $217,839,899 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $197,952,672 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $217,839,899 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $197,952,672 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,753,913 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,133,314 | OtherIncreasesAmt |
| Subtotal | $217,839,899 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $217,839,899 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $34,375,619 | $31,585,820 | $2,789,799 | $2,789,799 | ||
| BROADFIN HEALTHCARE OFFSHORE FUND, LTD. | P | $7,263 | $5,257 | $2,006 | $2,006 | 2018-03-31 | 2021-12-22 |
| HILLHOUSE CHINA VALUE FEEDER, LTD. | P | $1,000,000 | $558,594 | $441,406 | $441,406 | 2019-07-29 | 2021-10-27 |
| HUNT LANE CAPITAL FUND LTD. | P | $719,981 | $437,500 | $282,481 | $282,481 | 2017-12-29 | 2021-07-09 |
| HUNT LANE CAPITAL FUND LTD. | P | $659,257 | $437,456 | $221,801 | $221,801 | 2017-12-29 | 2021-10-15 |
| PALESTRA CAPITAL OFFSHORE FUND, LTD. | P | $750,000 | $329,623 | $420,377 | $420,377 | 2013-12-30 | 2021-07-01 |
| THE PARTNERS CAPITAL PHOENIX FUND, LTD. | P | $62,830 | $38,294 | $24,536 | $24,536 | 2015-01-01 | 2021-05-13 |
| THE PARTNERS CAPITAL PHOENIX FUND, LTD. | P | $39,943 | $25,531 | $14,412 | $14,412 | 2015-01-01 | 2021-08-12 |
| ZP OFFSHORE ENERGY FUND, LTD. | P | $563,269 | $500,000 | $63,269 | $63,269 | 2016-04-01 | 2021-04-20 |
| ZP OFFSHORE UTILITY FUND, LTD. | P | $1,593,222 | $1,000,000 | $593,222 | $593,222 | 2016-04-01 | 2021-04-20 |
| THRU ARROWSTREET CAP GL ALL CT FD KY LTD K-1 | P | $44,166 | $44,166 | ||||
| THRU ATALAYA ASSET INCOME FUND II, L.P. K-1 | P | $71 | $71 | ||||
| THRU BP MIDSTREAM PARTNERS LP K-1 | P | -$39 | -$39 | ||||
| THRU CRESTWOOD EQUITY PARTNERS, LP K-1 | P | -$4,138 | -$4,138 | ||||
| THRU DCP MIDSTREAM LP K-1 | P | -$438 | -$438 | ||||
| THRU DEERFIELD PH HOLDINGS IV LP K-1 | P | $8,170 | $8,170 | ||||
| THRU DEERFIELD PRIVATE DESIGN FD III, LP K-1 | P | $12,433 | $12,433 | ||||
| THRU DEERFIELD PRIVATE DESIGN FD IV, LP K-1 | P | $56,375 | $56,375 | ||||
| THRU ENERGY TRANSFER LP K-1 | P | -$118 | -$118 | ||||
| THRU ENTERPRISE PRODUCTS PARTNERS, L.P. K-1 | P | -$466 | -$466 | ||||
| THRU FIRST EAGLE GREENWAY FUND II, LLC K-1 | P | -$3,901 | -$3,901 | ||||
| THRU GEMSPRING CAPITAL FUND I-A, LP K-1 | P | $55,315 | $55,315 | ||||
| THRU GENESIS ENERGY, L.P. K-1 | P | $5,711 | $5,711 | ||||
| THRU HIGHVISTA II LIMITED PARTNERSHIP K-1 | P | $5,254,406 | $5,254,406 | ||||
| THRU MPLX LP K-1 | P | -$104 | -$104 | ||||
| THRU PARTNERS CAP CONDOR FD V (KY), LP K-1 | P | $2,560 | $2,560 | ||||
| THRU PARTNERS CAP CONDOR FD VI (KY), LP K-1 | P | $380,202 | $380,202 | ||||
| THRU PARTNERS CAP CONDOR FD VIII (KY) LP K-1 | P | $327,875 | $327,875 | ||||
| THRU PARTNERS CAP CONDOR FD IX (KY), LP K-1 | P | $83,790 | $83,790 | ||||
| THRU PARTNERS CAP CONDOR FD X (KY), LP K-1 | P | $176,384 | $176,384 | ||||
| THRU PARTNERS CAP CONDOR FD XI (KY) LP K-1 | P | $293,403 | $293,403 | ||||
| THRU PARTNERS CAP CONDOR FD XII (KY) LP K-1 | P | -$34 | -$34 | ||||
| THRU PARTNERS CAP CONDOR FD XIII (KY) LP K-1 | P | $179,989 | $179,989 | ||||
| THRU PARTNERS CAPITAL GREYHAWK FUND, LP K-1 | P | $1,234,308 | $1,234,308 | ||||
| THRU PTR CAP MERLIN CO-INV FD I (KY) LP K-1 | P | $134,537 | $134,537 | ||||
| THRU PTR CAP OSPREY FD, LP - HALCYON K-1 | P | -$125,496 | -$125,496 | ||||
| THRU PLAINS ALL AMERICAN PIPELINE LP K-1 | P | -$1,068 | -$1,068 | ||||
| THRU Q-BLK DIVERSIFIED PORTFOLIO K-1 | P | -$13,139 | -$13,139 | ||||
| THRU RENAISS. INS DIV GLO EQU ONS FD LP K-1 | P | $16,382 | $16,382 | ||||
| THRU RIVERSIDE MICRO-CAP FUND IV-A, LP K-1 | P | -$206 | -$206 | ||||
| THRU SHELL MIDSTREAM PARTNERS, LP K-1 | P | $22 | $22 | ||||
| THRU WESTERN MIDSTREAM PARTNERS, LP K-1 | P | -$2,625 | -$2,625 | ||||
| CAPITAL GAINS DIVIDENDS | P | $168,934 | $168,934 | $168,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,136,570 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $178,323 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $178,323 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $178,323 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $162,769 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $312,769 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $134,446 | OverpaymentAmt |
| Applied To ES Tax | $134,446 | 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 |
| Org Report Or Register State | DE | 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 | HTTP://JIGFF.ORG | WebsiteAddressTxt |
| Individual With Books | JANICE HERMANN | IndividualWithBooksNm |
| Phone | 2126244300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 417 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100162204 | 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 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DORIAN GOLDMAN | ||||||||
| 417 FIFTH AVENUE SUITE 400 | NEW YORK | NY | 100162204 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| LLOYD GOLDMAN | ||||||||
| 417 FIFTH AVENUE SUITE 400 | NEW YORK | NY | 100162204 | DIRECTOR, TREASURER | 1.00 | $0 | $0 | $0 |
| KATJA GOLDMAN | ||||||||
| 417 FIFTH AVENUE SUITE 400 | NEW YORK | NY | 100162204 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| BENJAMIN P BINSWANGER | ||||||||
| 417 FIFTH AVENUE SUITE 400 | NEW YORK | NY | 100162204 | EXECUTIVE DIRECTOR | 40.00 | $286,855 | $26,000 | $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 |
|---|---|---|---|---|---|---|---|---|
| PHUONG-LAN R TONTHAT | ||||||||
| 417 FIFTH AVENUE SUITE 400 | NY | NY | 100162204 | GRANTS ADMINISTRATOR | 40.00 | $80,637 | $17,059 | $0 |
| KIT MAN G CHAN | ||||||||
| 417 FIFTH AVENUE SUITE 400 | NEW YORK | NY | 100162204 | RESEARCH ASSOCIATE | 40.00 | $82,302 | $8,080 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO INC | |||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 941051905 | INVESTMENT MANAGER | $1,198,944 |
| SEVEN BRIDGES ADVISORS LLC | |||||
| 9 WEST 57TH STREET 29TH FLOOR | NEW YORK | NY | 100192701 | INVESTMENT MANAGER | $180,808 |
| HAWTHORN | |||||
| 1600 MARKET STREET | PHILADELPHIA | PA | 191037240 | INVESTMENT MANAGER | $55,982 |
| 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 | $20,792,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,647,780 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $193,604,988 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $216,044,768 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $216,044,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,240,672 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $212,804,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,640,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,640,205 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $178,323 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $386,261 | IncomeTaxAmt |
| Total Tax | $564,584 | TotalTaxAmt |
| Distributable Before Adj | $10,075,621 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,075,621 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,075,621 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,953,495 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,953,495 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,075,621 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,001,519 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,953,495 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,001,519 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,951,976 | 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 | $6,123,645 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (174 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 18DOORS | |||||||||||||
| 190 NORTH MAIN STREET SUITE 203 | NATICK | MA | 01760 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | ||||||
| 18DOORS | |||||||||||||
| 190 NORTH MAIN STREET SUITE 203 | NATICK | MA | 01760 | N/A | PC | STRATEGIC PLANNING | $25,000 | ||||||
| 2164 | |||||||||||||
| 445 PARK AVENUE SUITE 16A | NEW YORK | NY | 10022 | N/A | PC | NEXT GEN PROGRAMS ON RACE, PRIVILEGE, VALUES AND PHILANTHROPY | $75,000 | ||||||
| 2164 | |||||||||||||
| 445 PARK AVENUE SUITE 16A | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT FOR NEXT GEN PROGRAMS | $15,000 | ||||||
| 92ND STREET Y 92Y | |||||||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| ACLU FOUNDATION OF TEXAS | |||||||||||||
| PO BOX 8306 | HOUSTON | TX | 77288 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| AJC | |||||||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $400,000 | ||||||
| AJC | |||||||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | METROWEST HONORING OF EDWARD ISRAELOW | $25,000 | ||||||
| AJC | |||||||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | WESTCHESTER-FAIRFIELD MATCHING GRANT | $100,000 | ||||||
| ALL OUR KIN | |||||||||||||
| 174 E 205TH ST 3RD FLOOR | BRONX | NY | 10458 | N/A | PC | PROJECT SUPPORT FOR TECHNICAL ASSISTANCE PROGRAMMING | $10,000 | ||||||
| ALL OUR KIN | |||||||||||||
| 174 E 205TH ST 3RD FLOOR | BRONX | NY | 10458 | N/A | PC | PROJECT SUPPORT FOR DIRECT SERVICES IN NYC AND CONNECTICUT | $35,000 | ||||||
| AMBER WAVES FARM | |||||||||||||
| 375 MAIN STREET | AMAGANSETT | NY | 11930 | N/A | PC | PROJECT SUPPORT FOR THE NEW FARMER APPRENTICESHIP PROGRAM | $20,000 | ||||||
| AMBER WAVES FARM | |||||||||||||
| 375 MAIN STREET | AMAGANSETT | NY | 11930 | N/A | PC | PROJECT SUPPORT FOR THE APPRENTICESHIP PROGRAM | $30,000 | ||||||
| AMERICAN ASSOCIATES OF BEN-GURION UNIVERSITY OF THE NEGEV | |||||||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | N/A | PC | SUPPORT FOR THE HAIM DORON MEMORIAL LECTURE SERIES | $20,000 | FLOOR | |||||
| AMERICAN ASSOCIATES OF BEN-GURION UNIVERSITY OF THE NEGEV | |||||||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | N/A | PC | SUPPORT FOR MSIH SPECIAL INITIATIVES | $150,000 | FLOOR | |||||
| AMERICAN ASSOCIATES OF BEN-GURION UNIVERSITY OF THE NEGEV | |||||||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | FLOOR | |||||
| AMERICAN BALLET THEATRE | |||||||||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | N/A | PC | PROJECT SUPPORT FOR SPONSORSHIP OF PRINCIPAL DANCER HEE SEO AND SPONSORSHIP OF ABTKIDS | $50,000 | ||||||
| AMERICAN CIVIL LIBERTIES UNION | |||||||||||||
| C/O GIFT PROCESSING DEPARTMENT 125 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | BROAD STREET 18TH FLOOR | |||||
| AMERICAN FARMLAND TRUST | |||||||||||||
| NEW YORK STATE OFFICE 112 SPRING | SARATOGA SPRINGS | NY | 12866 | N/A | PC | GENERAL OPERATING SUPPORT | $110,000 | STREET SUITE 207 | |||||
| ANTI-DEFAMATION LEAGUE | |||||||||||||
| 605 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10158 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 | ||||||
| ARNOLD P GOLD FOUNDATION | |||||||||||||
| 619 E PALISADE AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| ARNOLD P GOLD FOUNDATION | |||||||||||||
| 619 E PALISADE AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | N/A | PC | PROJECT SUPPORT FOR ANNUAL 2021 GOLD FOUNDATION GALA, GHHS VIRTUAL HUMANISM CONFERENCE & DEI WORK | $125,000 | ||||||
| AVODAH | |||||||||||||
| 125 MAIDEN LANE 8B | NEW YORK | NY | 10038 | N/A | PC | PROJECT SUPPORT FOR THE RUACH AVODAH PROGRAM | $60,000 | ||||||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | SUPPORT FOR BIRTHRIGHT ISRAEL TRIPS | $40,000 | ||||||
| BRIDGE COLLECTIVE | |||||||||||||
| PO BOX 650075 | AUSTIN | TX | 78765 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||||
| BROAD INSTITUTE | |||||||||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | N/A | PC | PROJECT SUPPORT FOR BROADIGNITE | $7,500 | ||||||
| BROADWAY HOUSING COMMUNITIES | |||||||||||||
| 898 ST NICHOLAS AVENUE 9TH FLOOR | NEW YORK | NY | 10032 | N/A | PC | PROJECT SUPPORT FOR SUGAR HILL MUSEUM PRESCHOOL | $25,000 | ||||||
| BROOKLYN KINDERGARTEN SOCIETY | |||||||||||||
| 25 CHAPEL ST STE 900 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 | ||||||
| BROOKLYN WORKFORCE INNOVATIONS | |||||||||||||
| 621 DEGRAW STREET | BROOKLYN | NY | 11217 | N/A | PC | PROJECT SUPPORT FOR NYCHA RESIDENT TRAINING ACADEMY & ONGOING WORK WITH PUBLIC HOUSING RESIDENTS PARTICIPATING IN OTHER BWI SKILLS TRAINING PROGRAMS | $40,000 | ||||||
| CHEMOTHERAPY FOUNDATION | |||||||||||||
| 176 EAST 77TH STREET 10D | NEW YORK | NY | 10075 | N/A | PC | PROJECT SUPPORT FOR THE WORK OF DRS. JOSEPH SAGLIMBENI AND SYLVIA ADAMS | $25,000 | ||||||
| CITY HARVEST | |||||||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| CITYLAX | |||||||||||||
| 65 WEST 89TH STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| CIVIL EATS | |||||||||||||
| 502 E COTATI AVE UNIT 7014 | COTATI | CA | 94931 | N/A | PC | GENERAL OPERATING SUPPORT TO REPORT ON SCHOOL FOOD AND NUTRITION | $15,000 | ||||||
| COMMUNITY FOOD FUNDERS | |||||||||||||
| C/O NORTH STAR FUND 520 8TH AVENUE | NEW YORK | NY | 10018 | N/A | PC | SUPPORT TOWARD MEMBERSHIP ON THE STEERING COMMITTEE OF COMMUNITY FOOD FUNDERS | $5,000 | SUITE 1800 | |||||
| CONGREGATION B'NAI JESHURUN | |||||||||||||
| 270 W 89TH STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL OPERATING SUPPORT | $41,250 | ||||||
| CONGREGATION B'NAI JESHURUN | |||||||||||||
| C/O NORTH STAR FUND 520 8TH AVENUE | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE KOL NIDRE APPEAL | $80,000 | SUITE 1800 | |||||
| CONGREGATION B'NAI JESHURUN | |||||||||||||
| C/O NORTH STAR FUND 520 8TH AVENUE | NEW YORK | NY | 10018 | N/A | PC | SUPPORT FOR THE QUIET CAPITAL CAMPAIGN | $200,000 | SUITE 1800 | |||||
| CUSTOM AND CRAFT JEWISH RITUALS INC | |||||||||||||
| 19 WORTH STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| DOROT | |||||||||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| EARTHJUSTICE | |||||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| FACING HISTORY AND OURSELVES | |||||||||||||
| 14 EAST 4TH STREET SUITE 3003 | NEW YORK | NY | 10012 | N/A | PC | SUPPORT FOR THE CONTEMPORARY ANTISEMITISM INITIATIVE | $40,000 | ||||||
| FARM FRESH RHODE ISLAND | |||||||||||||
| 1005 MAIN ST UNIT 8130 | PAWTUCKET | RI | 02860 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 | ||||||
| FERN | |||||||||||||
| 580 FIFTH AVENUE SUITE 820 | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | ||||||
| FOOD BANK OF THE HUDSON VALLEY | |||||||||||||
| 195 HUDSON STREET | CORNWALL ON HUDSON | NY | 12520 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| FOODCORPS | |||||||||||||
| 1140 SE 7TH AVE SUITE 110 | PORTLAND | OR | 97214 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 | ||||||
| FOOTSTEPS | |||||||||||||
| 114 JOHN STREET 930 | NEW YORK | NY | 10272 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| FREEDOM FOR IMMIGRANTS | |||||||||||||
| 1322 WEBSTER STREET STE 300 | OAKLAND | CA | 94612 | N/A | PC | PROJECT SUPPORT FOR ALTERNATIVES TO DETENTION REPORT | $50,000 | ||||||
| FRIENDS OF DESERT STARS | |||||||||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| FRONTERA FUND | |||||||||||||
| PO BOX 721011 | MCALLEN | TX | 78504 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||||
| FUND TEXAS CHOICE | |||||||||||||
| 3005 S LAMAR BLVD STE 109 BOX 111 | AUSTIN | TX | 78704 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||||
| GIVING ALTERNATIVE LEARNERS UPLIFTING OPPORTUNITIES INC | |||||||||||||
| 8803 70TH ROAD | FOREST HILLS | NY | 11375 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| GLYNWOOD | |||||||||||||
| 362 GLYNWOOD RD PO BOX 157 | COLD SPRING | NY | 10516 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| GROUP FOR THE EAST END | |||||||||||||
| PO BOX 1792 | SOUTHOLD | NY | 11971 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| GROWNYC | |||||||||||||
| 100 GOLD STREET SUITE 3300 | NEW YORK | NY | 10038 | N/A | PC | PROJECT SUPPORT FOR WHOLESALE OPERATIONS & TECHNICAL ASSISTANCE FOR BEGINNING & ESTABLISHED FARMERS | $75,000 | ||||||
| HARLEM LACROSSE | |||||||||||||
| PO BOX 708 | NEW YORK | NY | 10030 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| HARLEM VILLAGE ACADEMIES | |||||||||||||
| DEVELOPMENT OFFICE 35 W 124TH | NEW YORK | NY | 10027 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | STREET | |||||
| HAWTHORNE VALLEY ASSOCIATION INC | |||||||||||||
| 327 COUNTY ROUTE 21C | GHENT | NY | 12075 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| HAZON | |||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| HEBREW IMMIGRANT ASSISTANCE SOCIETY | |||||||||||||
| 411 5TH AVE SUITE 1006 | NEW YORK | NY | 10016 | N/A | PC | PROJECT SUPPORT FOR AFGHAN REFUGEES | $9,000 | ||||||
| HEBREW IMMIGRANT ASSISTANCE SOCIETY | |||||||||||||
| 411 5TH AVE SUITE 1006 | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION | |||||||||||||
| 1 WEST 4TH STREET | NEW YORK | NY | 10012 | N/A | PC | PROJECT SUPPORT FOR THE SPIRITUALITY INITIATIVE | $75,000 | ||||||
| HIDE AND SEEK FOUNDATION FOR LYSOSOMAL DISEASE RESEARCH | |||||||||||||
| 6475 E PACIFIC COAST HIGHWAY NO 466 | LONG BEACH | CA | 90803 | N/A | PC | GENERAL OPERATING SUPPORT | $18,000 | ||||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||||||||
| 80 BROWN STREET BROWN RISD HILLEL | PROVIDENCE | RI | 02906 | N/A | PC | PROJECT SUPPORT FOR BROWN RISD HILLEL | $25,000 | ||||||
| HORACE GREELEY SCHOLARSHIP FUND | |||||||||||||
| PO BOX 242 | CHAPPAQUA | NY | 10514 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | PROJECT SUPPORT FOR THE ENHANCED SCHOLARSHIP INITIATIVE | $10,000 | ||||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | PROJECT SUPPORT FOR THE RAMON MURPHY GLOBAL HEALTH EDUCATION PROGRAM | $25,000 | ||||||
| IJS | |||||||||||||
| 121 WEST 27TH STREET SUITE 404 | NEW YORK | NY | 10001 | N/A | PC | PROJECT SUPPORT FOR IJS'S GROWTH PLAN | $100,000 | ||||||
| IJS | |||||||||||||
| 121 WEST 27TH STREET SUITE 404 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | ||||||
| INNOVATION AFRICA | |||||||||||||
| 520 8TH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| JANES DUE PROCESS INC | |||||||||||||
| PO BOX 685137 | AUSTIN | TX | 78768 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||||
| JEWISH FARMER NETWORK | |||||||||||||
| 20 KIRSTEIN ROAD | FAIRVIEW | NC | 28730 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| JEWISH FUNDERS NETWORK | |||||||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | N/A | PC | 2021 MEMBERSHIP DUES | $8,000 | ||||||
| JEWISH MUSEUM | |||||||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| JUDAISM YOUR WAY | |||||||||||||
| 950 S CHERRY STREET SUITE 310 | DENVER | CO | 80246 | N/A | PC | PROJECT SUPPORT OF THE JYW BE MITZVAH PROGRAM | $10,000 | ||||||
| KINGSBRIDGE HEIGHTS COMMUNITY CENTER INC | |||||||||||||
| 3101 KINGSBRIDGE TERRACE | BRONX | NY | 10463 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| KUCETEKELA FOUNDATION | |||||||||||||
| 1220 PARK AVENUE SUITE 1B | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| LABSHUL | |||||||||||||
| 131 VARICK STREET SUITE 921 | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | ||||||
| LABSHUL | |||||||||||||
| 131 VARICK STREET SUITE 921 | NEW YORK | NY | 10013 | N/A | PC | TECHNOLOGY UPGRADES | $25,000 | ||||||
| LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERVICE INC | |||||||||||||
| 333 EAST 115TH STREET | NEW YORK | NY | 10029 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| LONGHOUSE RESERVE | |||||||||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| LUPUS RESEARCH ALLIANCE | |||||||||||||
| 275 MADISON AVENUE 10TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT, IN HONOR OF LENARD AND FERN TESSLER | $10,000 | ||||||
| MAKE THE ROAD NEW YORK | |||||||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | ||||||
| MARLENE MEYERSON JCC MANHATTAN | |||||||||||||
| 334 AMSTERDAM AVENUE W 76TH STREET | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE BOARD OF DIRECTORS | $25,000 | ||||||
| MARLENE MEYERSON JCC MANHATTAN | |||||||||||||
| 334 AMSTERDAM AVENUE W 76TH STREET | NEW YORK | NY | 10023 | N/A | PC | PROJECT SUPPORT FOR THE CENTER FOR 20S + 30S | $45,000 | ||||||
| MARLENE MEYERSON JCC MANHATTAN | |||||||||||||
| 334 AMSTERDAM AVENUE W 76TH STREET | NEW YORK | NY | 10023 | N/A | PC | PROJECT SUPPORT FOR THE JCC CENTER FOR 20S + 30S AND TRYBAL GATHERINGS PARTNERSHIP | $80,000 | ||||||
| MARLENE MEYERSON JCC MANHATTAN | |||||||||||||
| 334 AMSTERDAM AVENUE W 76TH STREET | NEW YORK | NY | 10023 | N/A | PC | EVENT SUPPORT FOR THE 2021 ANNUAL BENEFIT | $25,000 | ||||||
| METROPOLITAN NEW YORK COORDINATING COUNCIL ON JEWISH POVERTY | |||||||||||||
| 77 WATER STREET 26TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | PROJECT SUPPORT FOR PASSOVER FOOD DISTRIBUTION | $3,600 | ||||||
| METROPOLITAN NEW YORK COORDINATING COUNCIL ON JEWISH POVERTY | |||||||||||||
| 77 WATER STREET 26TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE MET COUNCIL EMERGENCY CRISIS FUND | $10,000 | ||||||
| METROPOLITAN NEW YORK COORDINATING COUNCIL ON JEWISH POVERTY | |||||||||||||
| 77 WATER STREET 26TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| MOISHE HOUSE | |||||||||||||
| 5802 MONROE ROAD | CHARLOTTE | NC | 28212 | N/A | PC | PROJECT SUPPORT FOR INTERNATIONAL MHWOW GROWTH | $32,500 | ||||||
| MOISHE HOUSE | |||||||||||||
| 5802 MONROE ROAD | CHARLOTTE | NC | 28212 | N/A | PC | GENERAL OPERATING SUPPORT | $32,500 | ||||||
| MOISHE HOUSE | |||||||||||||
| 5802 MONROE ROAD | CHARLOTTE | NC | 28212 | N/A | PC | NORTH AMERICAN RESIDENT TRAINING CONFERENCE | $65,000 | ||||||
| MOMENT MAGAZINE | |||||||||||||
| 4115 WISCONSIN AVENUE NW SUITE LL10 | WASHINGTON | DC | 20016 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 | ||||||
| MOMENT MAGAZINE | |||||||||||||
| 4115 WISCONSIN AVENUE NW SUITE LL10 | WASHINGTON | DC | 20016 | N/A | PC | PROJECT SUPPORT FOR MOMENT'S ANTISEMITISM WORK | $45,000 | ||||||
| MOMENT MAGAZINE | |||||||||||||
| 4115 WISCONSIN AVENUE NW SUITE LL10 | WASHINGTON | DC | 20016 | N/A | PC | PROJECT SUPPORT OF STRATEGIC PLANNING | $50,000 | ||||||
| MONTEFIORE MEDICAL CENTER | |||||||||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | N/A | PC | PROJECT SUPPORT FOR THE TERRA FIRMA PROGRAM | $25,000 | ||||||
| MONTEFIORE MEDICAL CENTER | |||||||||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| MUSEUM OF ARTS AND DESIGN | |||||||||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| NATIONAL BREAST CANCER COALITION FUND | |||||||||||||
| 2001 L STREET NW SUITE 500 PMB | WASHINGTON | DC | 20036 | N/A | PC | TO SUPPORT THE ARTEMIS FUND | $300,000 | 50111 | |||||
| NATIONAL BREAST CANCER COALITION FUND | |||||||||||||
| 2001 L STREET NW SUITE 500 PMB | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 | 50111 | |||||
| NATIONAL CENTER FOR LEARNING DISABILITIES | |||||||||||||
| 1220 L STREET NW STE 100 168 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| NATIONAL COALITION BUILDING INSTITUTE | |||||||||||||
| 8403 COLESVILLE ROAD SUITE 1100 | SILVER SPRING | MD | 20910 | N/A | PC | PROJECT SUPPORT TO EXPAND ANTISEMITISM TRAINING AT COLLEGES | $49,500 | METRO PLAZA BUILDING | |||||
| NATIONAL NETWORK OF ABORTION FUNDS LILITH FUND | |||||||||||||
| 1153 EASTFIELD AVENUE | AUSTIN | TX | 78721 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||||
| NATIONAL YOUNG FARMERS COALITION | |||||||||||||
| PO BOX 1074 | HUDSON | NY | 12534 | N/A | PC | GENERAL OPERATING SUPPORT | $110,000 | ||||||
| NATIONAL YOUNG FARMERS COALITION | |||||||||||||
| PO BOX 1074 | HUDSON | NY | 12534 | N/A | PC | PROJECT SUPPORT FOR 2022 NATIONAL YOUNG FARMERS SURVEY | $25,000 | ||||||
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING SUPPORT | $26,000 | ||||||
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | N/A | PC | PROJECT SUPPORT FOR ADVOCACY AND POLICY WORK IN NEW YORK | $50,000 | ||||||
| NATURE CONSERVANCY | |||||||||||||
| NEW YORK CITY OFFICE 322 EIGHTH | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | AVENUE 16TH FLOOR | |||||
| NAZUN | |||||||||||||
| 1900 MARKET STREET 8TH FLOOR | PHILADELPHIA | PA | 19103 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| NEW HEIGHTS YOUTH INC | |||||||||||||
| 2472 BROADWAY PMB 112 | NEW YORK | NY | 10025 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | ||||||
| NEW VENTURE FUND | |||||||||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT FOR THE CENTER FOR SECURE AND MODERN ELECTIONS | $5,000 | ||||||
| NEW YORK CITY BALLET | |||||||||||||
| DAVID H KOCH THEATER 20 LINCOLN | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | CENTER | |||||
| NEW YORK FOUNDATION FOR THE ARTS INC | |||||||||||||
| 20 JAY STREET SUITE 740 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| NEW YORK STEM CELL FOUNDATION | |||||||||||||
| 619 WEST 54TH STREET 3RD FLOOR | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | ||||||
| NORTHWELL HEALTH FOUNDATION (FORMERLY NORTH SHORE LIJ) | |||||||||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | N/A | PC | ADVANCING NORTHWELL HEALTH'S MISSION IN PATIENT CARE, MEDICAL RESEARCH, EDUCATION AND TRAINING, AND COMMUNITY BENEFIT | $500,000 | ||||||
| OLIVER SCHOLARS PROGRAM | |||||||||||||
| 80 MAIDEN LANE SUITE 706 | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| ONETABLE | |||||||||||||
| 228 PARK AVENUE SOUTH STE 77191 | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| PECONIC LAND TRUST | |||||||||||||
| 296 HAMPTON ROAD PO BOX 1776 | SOUTHAMPTON | NY | 11969 | N/A | PC | PROJECT SUPPORT FOR GROUNDWATER TESTING | $15,000 | ||||||
| PECONIC LAND TRUST | |||||||||||||
| 296 HAMPTON ROAD PO BOX 1776 | SOUTHAMPTON | NY | 11969 | N/A | PC | PROJECT SUPPORT FOR SAGG POND REMEDIATION AND RESEARCH | $25,000 | ||||||
| PECONIC LAND TRUST | |||||||||||||
| 296 HAMPTON ROAD PO BOX 1776 | SOUTHAMPTON | NY | 11969 | N/A | PC | QUAIL HILL APPRENTICESHIPS AND EQUIPMENT REPLACEMENT | $100,000 | ||||||
| PHILANTHROPY NEW YORK | |||||||||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | N/A | PC | MEMBERSHIP RENEWAL ACTIVE THROUGH JUNE 30, 2022 | $14,350 | ||||||
| PHIPPS NEIGHBORHOODS | |||||||||||||
| 902 BROADWAY 13TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | |||||||||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PC | SUPPORT FOR THE SPRINGFIELD, MA CENTER | $5,000 | ||||||
| PLANNED PARENTHOOD OF GREATER NEW YORK | |||||||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| PLANNED PARENTHOOD | |||||||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| POLICY IMPACT | |||||||||||||
| 1107 9TH ST STE 500 | SACRAMENTO | CA | 95814 | N/A | PC | DEMOCRACY FUNDERS NETWORK MEMBERSHIP | $2,000 | ||||||
| PROJECT RENEWAL | |||||||||||||
| 200 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10014 | N/A | PC | PROJECT SUPPORT FOR SOCIAL SERVICES AND CULINARY SECTOR-BASED TRAINING PROGRAMS | $35,000 | ||||||
| REBOOT | |||||||||||||
| 734 LONGMEADOW STREET UNIT 103 | LONGMEADOW | MA | 01106 | N/A | PC | PROJECT SUPPORT OF A NEW STRATEGIC PLAN, THE IDEAS FESTIVAL, AND IMPLEMENTING SUKKAH CITY 2020 | $150,000 | ||||||
| RHODE ISLAND SCHOOL OF DESIGN | |||||||||||||
| INSTITUTIONAL ENGAGEMENT TWO | PROVIDENCE | RI | 02903 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE SCHOLARSHIP FUND | $10,000 | COLLEGE STREET | |||||
| SAFE PASSAGE PROJECT | |||||||||||||
| 185 WEST BROADWAY | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| SCAN-HARBOR | |||||||||||||
| 345 EAST 102ND STREET | NEW YORK | NY | 10029 | N/A | PC | PROJECT SUPPORT FOR THE VIOLENCE PREVENTION PROGRAM | $30,000 | ||||||
| SIMMONS COLLEGE | |||||||||||||
| ADVANCEMENT SERVICES 300 FENWAY | BOSTON | MA | 02115 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | ||||||
| SLINGSHOT | |||||||||||||
| 445 PARK AVENUE SUITE 16A | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| STONE BARNS CENTER FOR FOOD AND AGRICULTURE | |||||||||||||
| 630 BEDFORD ROAD | POCANTICO HILLS | NY | 10591 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| SUNRISE ISRAEL | |||||||||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | N/A | PC | GENERAL OPERATING SUPPORT | $18,000 | ||||||
| SYNERGOS INSTITUTE | |||||||||||||
| 3 EAST 54TH STREET 14TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | SUPPORT FOR THE GLOBAL PHILANTHROPISTS CIRCLE | $25,000 | ||||||
| TALENT BEYOND BOUNDARIES | |||||||||||||
| 2000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | PROJECT SUPPORT FOR AFGHAN REFUGEES | $9,000 | ||||||
| TEXAS EQUAL ACCESS FUND | |||||||||||||
| PO BOX 227336 | DALLAS | TX | 75222 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||||
| THE AFIYA CENTER | |||||||||||||
| 7441 MARVIN D LOVE FWY STE 401 | DALLAS | TX | 75237 | N/A | PC | PROJECT SUPPORT FOR THE SUPPORT YOUR SISTAH FUND | $2,500 | ||||||
| THE ART STUDENTS LEAGUE OF NEW YORK | |||||||||||||
| 215 W 57TH ST | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| THE BRICK CHURCH SCHOOL | |||||||||||||
| 62 E 92ND STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| THE BROTHERHOODSISTER SOL | |||||||||||||
| 512 W 143RD STREET | NEW YORK | NY | 10031 | N/A | PC | PROJECT SUPPORT FOR THE ENVIRONMENTAL PROGRAM | $20,000 | ||||||
| THE CARROT PROJECT | |||||||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | N/A | PC | MATCHING GRANT IN SUPPORT OF THE AGRICULTURAL VIABILITY ALLIANCE (FORMERLY KNOWN AS THE BLUEPRINT) | $37,500 | ||||||
| THE CORBIN HILL FOOD PROJECT INC | |||||||||||||
| 475 RIVERSIDE DRIVE SUITE 243 | NEW YORK | NY | 10034 | N/A | PC | PROJECT SUPPORT FOR COMMUNITY-BASED FOOD DISTRIBUTION AND CASE STUDY | $40,000 | ||||||
| THE HOPE PROGRAM | |||||||||||||
| 1 SMITH STREET 4TH FLOOR | BROOKLYN | NY | 11201 | N/A | PC | PROJECT SUPPORT FOR GREEN JOBS TRAINING | $20,000 | ||||||
| THE INHEIRITANCE PROJECT | |||||||||||||
| 352 W 117TH ST APT 5E | NEW YORK | NY | 10026 | N/A | PC | PROJECT SUPPORT FOR THE 2021 PLAY PRODUCTION PROJECT | $10,500 | ||||||
| THE MOUNTAIN SCHOOL OF MILTON ACADEMY | |||||||||||||
| 151 MOUNTAIN SCHOOL ROAD | VERSHIRE | VT | 05079 | N/A | PC | GENERAL OPERATING SUPPORT, IN SUPPORT OF THE ANNUAL FUND | $27,000 | ||||||
| THE SYLVIA CENTER | |||||||||||||
| 2417 3RD AVENUE SUITE 301 | BRONX | NY | 10451 | N/A | PC | EVENT SUPPORT FOR THE 2021 GALA | $5,000 | ||||||
| TRYBAL GATHERINGS INC | |||||||||||||
| 1867 BEACON ST 2 | BROOKLINE | MA | 02445 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | ||||||
| UJA FEDERATION OF NEW YORK | |||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | N/A | PC | SUPPORT FOR 2021 NEW YORK REAL ESTATE EVENT | $70,000 | ||||||
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | N/A | PC | PROJECT SUPPORT FOR A PODCAST AND DIGITAL PROJECTS | $150,000 | ||||||
| UNIVERSITY OF PENNSYLVANIA | |||||||||||||
| SCHOOL OF DESIGN 102 MEYERSON HALL | PHILADELPHIA | PA | 19104 | N/A | PC | PROJECT SUPPORT FOR SCHOLARSHIPS FOR FINE ARTS STUDENTS | $10,000 | ||||||
| UNLOCAL INC | |||||||||||||
| 45 W 29TH STREET SUITE 203 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| UPPER MIDTOWN CHABAD LUBAVITCH INC | |||||||||||||
| 509 FIFTH AVENUE | NEW YORK | NY | 10017 | N/A | PC | PROJECT SUPPORT FOR PASSOVER FOOD DISTRIBUTION | $5,400 | ||||||
| UPPER MIDTOWN CHABAD LUBAVITCH INC | |||||||||||||
| 509 FIFTH AVENUE | NEW YORK | NY | 10017 | N/A | PC | PROJECT SUPPORT FOR ROSH HASHANAH FOOD DISTRIBUTION | $3,600 | ||||||
| UPSTART | |||||||||||||
| 1111 BROADWAY 3RD FLOOR | OAKLAND | CA | 94607 | N/A | PC | PROJECT SUPPORT FOR WORK WITH JEWISH LEADERS OF COLOR, JEWISH WOMEN LEADERS, AND JEWISH LEADERS FROM SMALL TO MID-SIZED COMMUNITIES | $125,000 | ||||||
| URBAN SCHOOL FOOD ALLIANCE | |||||||||||||
| 1612 K STREET NW SUITE 200 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||||||||
| GEPHARDT INSTITUTE FOR CIVIC AND | ST LOUIS | MO | 63130 | N/A | PC | SUPPORT FOR THE GOLDMAN FELLOWS PROGRAM AT THE GEPHARDT INSTITUTE FOR CIVIC AND COMMUNITY ENGAGEMENT | $105,000 | COMMUNITY ENGAGEMENT CAMPUS BOX 105 | |||||
| WE ACT FOR ENVIRONMENTAL JUSTICE | |||||||||||||
| 1854 AMSTERDAM AVENUE 2ND FLOOR | NEW YORK | NY | 10031 | N/A | PC | GENERAL OPERATING SUPPORT | $23,000 | ||||||
| WEST FUND | |||||||||||||
| 3415 MONTANA AVENUE | EL PASO | TX | 79903 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||||
| WEST SIDE CAMPAIGN AGAINST HUNGER | |||||||||||||
| 263 W 86TH STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL OPERATING SUPPORT | $1,250 | ||||||
| WEST TORONTO KEYS TO INCLUSION | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | 179 GEOFFREY STREET | TORONTO | ONTARIO | CA | M6R1P6 | |||||
| WESTERN STATES CENTER INC | |||||||||||||
| PO BOX 40305 | PORTLAND | OR | 97240 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | ||||||
| WHITNEY MUSEUM OF AMERICAN ART | |||||||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | N/A | PC | PROJECT SUPPORT FOR WHITNEY PRINT COMMITTEE | $12,500 | ||||||
| WHITNEY MUSEUM OF AMERICAN ART | |||||||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | N/A | PC | SUPPORT FOR THE ANNUAL GALA | $50,000 | ||||||
| WHITNEY MUSEUM OF AMERICAN ART | |||||||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | N/A | PC | SUPPORT FOR THE CAPITAL CAMPAIGN FOR A NEW MUSEUM FACILITY | $373,400 | ||||||
| WHOLE WOMAN'S HEALTH ALLIANCE | |||||||||||||
| 1001 E MARKET ST SUITE 200 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | PROJECT SUPPORT FOR THE STIGMA RELIEF FUND | $2,500 | ||||||
| WILDERNESS TORAH | |||||||||||||
| 2222 HAROLD WAY SUITE CW508 | BERKELEY | CA | 94704 | N/A | PC | PROJECT SUPPORT FOR EXPANSION OF VIRTUAL VILLAGE PROGRAM | $20,000 | ||||||
| WILLIAMS COLLEGE | |||||||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| WOMEN FOR AFGHAN WOMEN | |||||||||||||
| 158-24 73 AVENUE | FRESH MEADOWS | NY | 11366 | N/A | PC | GENERAL OPERATING SUPPORT | $9,000 | ||||||
| WORLD LEARNING - EXPERIMENT IN INTERNATIONAL LIVING | |||||||||||||
| 1015 15TH ST NW SUITE 950 | WASHINGTON | DC | 20005 | N/A | PC | PROJECT SUPPORT FOR SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS IN WESTCHESTER COUNTY, NY TO PARTICIPATE IN THE EXPERIMENT IN INTERNATIONAL LIVING, TO BE DISTRIBUTED SUMMER 2022 | $15,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,305,850 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 92ND STREET Y 92Y | ||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | N/A | PC | PROJECT SUPPORT FOR THE RABBI PETER J. RUBINSTEIN FUND FOR THE JEWISH FUTURE | $75,000 | |
| AJC | ||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $350,000 | |
| ALL OUR KIN | ||||||||
| 174 E 205TH ST 3RD FLOOR | BRONX | NY | 10458 | N/A | PC | PROJECT SUPPORT FOR DIRECT SERVICES IN NYC AND CONNECTICUT | $70,000 | |
| AMERICAN ASSOCIATES OF BEN-GURION UNIVERSITY OF THE NEGEV | ||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | N/A | PC | "VISION 2020" CAMPAIGN. $5 MILLION FOR DORMITORY HOUSING, $5 MILLION FOR RESEARCH, $200K FOR MSIH SCHOLARSHIPS AND $800K TO ENDOW THE IARC AT THE JOYCE & IRVING GOLDMAN MEDICAL SCHOOL | $6,160,000 | FLOOR |
| AMERICAN FARMLAND TRUST | ||||||||
| NEW YORK STATE OFFICE 112 SPRING | SARATOGA SPRINGS | NY | 12866 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | STREET SUITE 207 |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10158 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | SUPPORT FOR BIRTHRIGHT ISRAEL TRIPS | $60,000 | |
| BROOKLYN WORKFORCE INNOVATIONS | ||||||||
| 621 DEGRAW STREET | BROOKLYN | NY | 11217 | N/A | PC | PROJECT SUPPORT FOR NYCHA RESIDENT TRAINING ACADEMY & ONGOING WORK WITH PUBLIC HOUSING RESIDENTS PARTICIPATING IN OTHER BWI SKILLS TRAINING PROGRAMS | $80,000 | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||
| 80 BROWN STREET BROWN RISD HILLEL | PROVIDENCE | RI | 02906 | N/A | PC | PROJECT SUPPORT FOR BROWN RISD HILLEL | $25,000 | |
| IJS | ||||||||
| 121 WEST 27TH STREET SUITE 404 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $595,000 | |
| IJS | ||||||||
| 121 WEST 27TH STREET SUITE 404 | NEW YORK | NY | 10001 | N/A | PC | PROJECT SUPPORT FOR IJS'S GROWTH PLAN | $400,000 | |
| LABSHUL | ||||||||
| 131 VARICK STREET SUITE 921 | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| NATIONAL BREAST CANCER COALITION FUND | ||||||||
| 2001 L STREET NW SUITE 500 PMB | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 | 50111 |
| PECONIC LAND TRUST | ||||||||
| 296 HAMPTON ROAD PO BOX 1776 | SOUTHAMPTON | NY | 11969 | N/A | PC | PROJECT SUPPORT FOR SAGG POND REMEDIATION AND RESEARCH | $50,000 | |
| REBOOT | ||||||||
| 734 LONGMEADOW STREET UNIT 103 | LONGMEADOW | MA | 01106 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| TRYBAL GATHERINGS INC | ||||||||
| 1867 BEACON ST 2 | BROOKLINE | MA | 02445 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | N/A | PC | PROJECT SUPPORT FOR A PODCAST AND DIGITAL PROJECTS | $300,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,450,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $56,858 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,335,345 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,329,828 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,792,353 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $107,107 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,333,890 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL UBI TAX REFUND | 01 | $210,867 |
| FEDERAL UBI TAX REFUND INTEREST | 01 | $595 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,493,793 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,673,050 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,166,843 | 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 | TAX PREPARATION AND COMPLIANCE | CategoryTxt |
| Amt | $36,537 | Amt |
| Net Investment Income | $3,104 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,933 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION IS MAKING AN ELECTION UNDER SECTION 53.4942(A)-3(D)2 TO TREAT THE CURRENT YEAR DISTRIBUTION AS MADE OUT OF UNDISTRIBUTED INCOME FOR 2015.SEE ATTACHMENT C FOR FURTHER DETAIL. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD (ABLZF) 3,617.000 SHARES | $140,557 | $140,557 |
| AMAZON.COM, INC. (AMZN) 75.000 SHARES | $250,075 | $250,075 |
| ANTERO MIDSTREAM CORPORATION (AM) 3,475.000 SHARES | $33,638 | $33,638 |
| BEIGENE, LTD. (BGNE) 386.000 SHARES | $104,579 | $104,579 |
| BRIDGEBIO PHARMA, INC. (BBIO) 1,944.000 SHARES | $32,426 | $32,426 |
| BROOKFIELD ASSET MANAGEMENT INC. (BAM) 1,948.000 SHARES | $117,620 | $117,620 |
| CBRE GROUP, INC. (CBRE) 2,996.000 SHARES | $325,096 | $325,096 |
| CHARTER COMMUNICATIONS, INC. (CHTR) 344.000 SHARES | $224,278 | $224,278 |
| CITIGROUP INC. (C) 3,977.000 SHARES | $240,171 | $240,171 |
| CSX CORPORATION (CSX) 3,201.000 SHARES | $120,358 | $120,358 |
| DASSAULT SYSTEMES SE (DASTF) 3,578.000 SHARES | $212,881 | $212,881 |
| DIAGEO PLC (DGEAF) 5,866.000 SHARES | $320,411 | $320,411 |
| ENBRIDGE INC. (ENB) 425.000 SHARES | $16,609 | $16,609 |
| ENLINK MIDSTREAM, LLC (ENLC) 35,725.000 SHARES | $246,145 | $246,145 |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. (FIS) 650.000 SHARES | $70,948 | $70,948 |
| FISERV, INC. (FISV) 858.000 SHARES | $89,052 | $89,052 |
| FOX CORPORATION (FOXA) 4,490.000 SHARES | $165,681 | $165,681 |
| GUIDEWIRE SOFTWARE, INC. (GWRE) 1,822.000 SHARES | $206,851 | $206,851 |
| HUMANA INC. (HUM) 276.000 SHARES | $128,025 | $128,025 |
| INCYTE CORPORATION (INCY) 1,183.000 SHARES | $86,832 | $86,832 |
| INDUSTRIA DE DISEO TEXTIL, S.A. (IDEXF) 6,535.000 SHARES | $218,400 | $218,400 |
| JD.COM, INC. (JD) 1,193.000 SHARES | $83,594 | $83,594 |
| KINDER MORGAN, INC. (KMI) 4,800.000 SHARES | $76,128 | $76,128 |
| KKR & CO. INC. (KKR) 5,786.000 SHARES | $431,058 | $431,058 |
| LINDE PLC (LIN) 392.000 SHARES | $135,801 | $135,801 |
| LKQ CORPORATION (LKQ) 3,614.000 SHARES | $216,948 | $216,948 |
| LONZA GROUP LTD (LZAGF) 214.000 SHARES | $174,977 | $174,977 |
| LOREAL S.A. (LRLCF) 265.000 SHARES | $125,673 | $125,673 |
| LOWE'S COMPANIES, INC. (LOW) 171.000 SHARES | $44,200 | $44,200 |
| META PLATFORMS, INC. (META) 434.000 SHARES | $115,368 | $115,368 |
| MICROSOFT CORPORATION (MSFT) 1,071.000 SHARES | $360,199 | $360,199 |
| NESTLE S.A. (NSRGF) 1,191.000 SHARES | $162,857 | $162,857 |
| NEWS CORPORATION (NWSA) 4,177.000 SHARES | $93,189 | $93,189 |
| NORDEA BANK ABP (NBNKF) 11,271.000 SHARES | $132,772 | $132,772 |
| NOVARTIS AG (NVSEF) 1,459.000 SHARES | $123,577 | $123,577 |
| PAYPAL HOLDINGS, INC. (PYPL) 452.000 SHARES | $85,238 | $85,238 |
| PELOTON INTERACTIVE, INC. (PTON) 1,165.000 SHARES | $41,660 | $41,660 |
| PLAINS GP HOLDINGS, L.P. (PAGP) 18,725.000 SHARES | $189,872 | $189,872 |
| RECRUIT HOLDINGS CO., LTD. (RCRRF) 2,700.000 SHARES | $162,783 | $162,783 |
| SAP SE (SAPGF) 1,869.000 SHARES | $261,511 | $261,511 |
| SEAGATE TECHNOLOGY PLC (STX) 3,609.000 SHARES | $407,745 | $407,745 |
| SEAGEN INC. (SGEN) 535.000 SHARES | $82,711 | $82,711 |
| SERVICENOW, INC. (NOW) 182.000 SHARES | $118,138 | $118,138 |
| SHOPIFY INC. (SHOP) 76.000 SHARES | $104,682 | $104,682 |
| SONY GROUP CORPORATION (SNEJF) 500.000 SHARES | $62,585 | $62,585 |
| TARGA RESOURCES CORP. (TRGP) 8,850.000 SHARES | $462,324 | $462,324 |
| TC ENERGY CORPORATION (TRP) 325.000 SHARES | $15,126 | $15,126 |
| TELEFONAKTIEBOLAGET LM ERICSSON (PUBL) (ERIXF) 7,816.000 SHARES | $83,631 | $83,631 |
| THE WILLIAMS COMPANIES, INC. (WMB) 4,000.000 SHARES | $104,160 | $104,160 |
| T-MOBILE US, INC. (TMUS) 1,021.000 SHARES | $118,416 | $118,416 |
| TRANSDIGM GROUP INCORPORATED (TDG) 385.000 SHARES | $244,968 | $244,968 |
| UBER TECHNOLOGIES, INC. (UBER) 2,283.000 SHARES | $95,726 | $95,726 |
| UNION PACIFIC CORPORATION (UNP) 501.000 SHARES | $126,217 | $126,217 |
| VISA INC. (V) 1,074.000 SHARES | $232,746 | $232,746 |
| Z HOLDINGS CORPORATION (YAHOY) 26,300.000 SHARES | $148,332 | $148,332 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (70 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AKO EUROPEAN LONG-ONLY FUND LIMITED | FMV | $2,531,587 | $2,531,587 |
| ANOMALY CAPITAL INTERNATIONAL, LTD. | FMV | $3,231,108 | $3,231,108 |
| ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED | FMV | $4,178,281 | $4,178,281 |
| ATALAYA ASSET INCOME FUND II, L.P. | FMV | $63,519 | $63,519 |
| AVORO LIFE SCIENCES OFFSHORE FUND LTD. | FMV | $1,293,240 | $1,293,240 |
| BP MIDSTREAM PARTNERS LP | FMV | $38,250 | $38,250 |
| BROADFIN HEALTHCARE OFFSHORE FUND, LTD. | FMV | $37,268 | $37,268 |
| CRESTWOOD EQUITY PARTNERS LP | FMV | $63,457 | $63,457 |
| DCP MIDSTREAM, LP | FMV | $155,949 | $155,949 |
| DEERFIELD PRIVATE DESIGN FUND III, L.P. | FMV | $827,882 | $827,882 |
| DEERFIELD PRIVATE DESIGN FUND IV, L.P. | FMV | $935,196 | $935,196 |
| DEERFIELD RCA FEEDER IV, L.P. | FMV | $54,692 | $54,692 |
| DEERFIELD RCA FEEDER, L.P. | FMV | $108,889 | $108,889 |
| DEERFIELD RE FEEDER IV, L.P. & PH HOLDINGS IV LP | FMV | $1,276 | $1,276 |
| DOUBLELINE OPPORTUNISTIC INCOME FUND LTD | FMV | $2,382,415 | $2,382,415 |
| ENERGY TRANSFER LP | FMV | $380,226 | $380,226 |
| ENTERPRISE PRODUCTS PARTNERS, L.P. | FMV | $273,951 | $273,951 |
| FIDELITY NEWBURY STREET TRUST - TREASURY FUND (FDUXX) 183,242.43 SHARES | FMV | $183,241 | $183,241 |
| FIRST EAGLE GREENWAY FUND II LLC | FMV | $35,946 | $35,946 |
| GEMSPRING CAPITAL FUND I-A, LP | FMV | $2,763,730 | $2,763,730 |
| GEMSPRING CAPITAL FUND II-A, LP | FMV | $525,097 | $525,097 |
| GENESIS ENERGY, L.P. | FMV | $95,319 | $95,319 |
| GLAZER ENHANCED OFFSHORE FUND, LTD. | FMV | $2,524,290 | $2,524,290 |
| GMO QUALITY FUND VI | FMV | $4,577,004 | $4,577,004 |
| HIGH VISTA II LIMITED PARTNERSHIP | FMV | $54,582,882 | $54,582,882 |
| HILLHOUSE CHINA VALUE FEEDER, LTD. | FMV | $1,771,387 | $1,771,387 |
| HOLOCENE ADVISORS OFFSHORE FUND LTD. | FMV | $1,469,227 | $1,469,227 |
| HUNT LANE CAPITAL FUND LTD. | FMV | $1,100,040 | $1,100,040 |
| ISHANA CAPITAL OFFSHORE FUND | FMV | $1,566,902 | $1,566,902 |
| LANSDOWNE DEVELOPED MARKETS STRATEGIC INVESTMENT FUND DIS LIMITED | FMV | $61,709 | $61,709 |
| LONG ISLAND CITY-LV LLC | FMV | $18,594,000 | $18,594,000 |
| MAGELLAN MIDSTREAM PARTNERS LP | FMV | $270,513 | $270,513 |
| MPLX LP | FMV | $438,672 | $438,672 |
| MSD SPECIAL INVESTMENTS FUND (CAYMAN), LP | FMV | $497,307 | $497,307 |
| NB PARTNERS FUND III LP | FMV | $838,079 | $838,079 |
| PALESTRA CAPITAL OFFSHORE FUND, LTD. | FMV | $2,431,497 | $2,431,497 |
| PARTNERS CAPITAL CONDOR FUND IX (CAYMAN), LP | FMV | $2,113,347 | $2,113,347 |
| PARTNERS CAPITAL CONDOR FUND V (CAYMAN), L.P. | FMV | $1,236,737 | $1,236,737 |
| PARTNERS CAPITAL CONDOR FUND VI (CAYMAN), LP | FMV | $2,904,004 | $2,904,004 |
| PARTNERS CAPITAL CONDOR FUND VIII (CAYMAN), L.P. | FMV | $2,338,645 | $2,338,645 |
| PARTNERS CAPITAL CONDOR FUND X (CAYMAN), L.P. | FMV | $3,761,503 | $3,761,503 |
| PARTNERS CAPITAL CONDOR FUND XI (CAYMAN) LP | FMV | $3,944,357 | $3,944,357 |
| PARTNERS CAPITAL CONDOR FUND XII (CAYMAN) LP | FMV | $2,760,621 | $2,760,621 |
| PARTNERS CAPITAL CONDOR FUND XIII (CAYMAN) LP | FMV | $1,943,962 | $1,943,962 |
| PARTNERS CAPITAL CONDOR FUND XIV (CAYMAN), LP | FMV | $1,104,570 | $1,104,570 |
| PARTNERS CAPITAL FALCON FUND (C) LTD. | FMV | $7,524,404 | $7,524,404 |
| PARTNERS CAPITAL GREYHAWK FUND, L.P. | FMV | $12,629,075 | $12,629,075 |
| PARTNERS CAPITAL HARRIER FUND (C) LTD. | FMV | $5,316,151 | $5,316,151 |
| PARTNERS CAPITAL MERLIN CO-INVESTMENT FUND I (CAYMAN), LP | FMV | $2,081,140 | $2,081,140 |
| PARTNERS CAPITAL MERLIN CO-INVESTMENT FUND II (CAYMAN), LP | FMV | $588,859 | $588,859 |
| PARTNERS CAPITAL OSPREY FUND, L.P. - HALCYON | FMV | $44,214 | $44,214 |
| PARTNERS CAPITAL PHOENIX FUND II LTD - DIVERSIFIED INCOME FUND | FMV | $5,393,161 | $5,393,161 |
| PHILLIPS 66 PARTNERS, LP | FMV | $129,852 | $129,852 |
| PLAINS ALL AMERICAN PIPELINE LP | FMV | $160,181 | $160,181 |
| PRIME FINANCE SPECIAL SITUATIONS 2020 FUND, LP | FMV | $168,900 | $168,900 |
| Q-BLK DIVERSIFIED PORTFOLIO, A SEPARATE SERIES OF Q-BLK REAL ASSETS, L.P. | FMV | $147,051 | $147,051 |
| RENAISSANCE INSTITUTIONAL DIVERSIFIED GLOBAL EQUITIES ONSHORE FUND LP | FMV | $1,012,047 | $1,012,047 |
| RIVERSIDE MICRO-CAP FUND IV-A, L.P. | FMV | $1,503,293 | $1,503,293 |
| SCHWAB TREASURY OBLIGATIONS MONEY (SNOXX) 1,550,779.620 SHARES | FMV | $1,550,780 | $1,550,780 |
| SEA HAWK MULTI-STRATEGY FUND LTD. | FMV | $2,457,824 | $2,457,824 |
| SHELL MIDSTREAM PARTNERS, L.P. | FMV | $82,368 | $82,368 |
| SILVER POINT DISTRESSED OPPORTUNITY INSTITUTIONAL PARTNERS (OFFSHORE), L.P. | FMV | $1,692,371 | $1,692,371 |
| SPDR GOLD SHARES (GLD) 11,099.000 SHARES | FMV | $1,882,099 | $1,882,099 |
| STATE OF ISRAEL GOVERNMENT BONDS | FMV | $1,230,000 | $1,230,000 |
| THE CHILDREN'S INVESTMENT FUND | FMV | $5,121,148 | $5,121,148 |
| THE PARTNERS CAPITAL PHOENIX FUND LTD. | FMV | $39,473 | $39,473 |
| VANGUARD INF.-PROTECTED SECUR. FD. ADMIRAL SHARES (VAIPX) 61,611.844 SHARES | FMV | $1,752,241 | $1,752,241 |
| VIKING LONG FUND III LTD. | FMV | $18,436,724 | $18,436,724 |
| VISIUM BALANCED OFFSHORE FUND, LTD. | FMV | $3,591 | $3,591 |
| WESTERN MIDSTREAM PARTNERS, LP | FMV | $405,871 | $405,871 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $10,976 | $10,898 | $78 | $78 |
| FURNITURE AND FIXTURES | $60,266 | $60,266 | $0 | |
| COMPUTERS | $2,994 | $2,994 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM INVESTMENT MANAGERS | Desc |
| BOY Book Value | $103,856 | BOYBookValueAmt |
| EOY Book Value | $1,652,055 | EOYBookValueAmt |
| EOYFMV | $1,652,055 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $25,380 | $2,538 | $22,842 |
| OTHER K-1 EXPENSES, NET OF UBI | $3,110,598 | $1,918,463 | $0 |
| PENALTIES AND INTEREST | $40 | $0 | $0 |
| STATE FILING FEES | $1,500 | $0 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER K-1 INCOME, NET OF UBI | $6,122,181 | -$68,497 | $6,122,181 |
| FEDERAL UBI TAX REFUND | $210,867 | $210,867 | |
| FEDERAL UBI TAX REFUND INTEREST | $595 | $595 | $595 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $14,133,314 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND INVESTMENT | $1,467,382 | $1,467,382 | $0 |
| VALUATION SERVICES | $2,500 | $2,500 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL UBI TAX | $475,000 | $0 | $0 |
| FOREIGN TAX WITHHELD | $611 | $611 | $0 |
| FOREIGN TAXES THRU K-1'S | $0 | $76,995 | $0 |
| STATE UBI TAX | $325,361 | $0 | $0 |
Comments