JESSIE SMITH NOYES FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JESSIE SMITH NOYES FOUNDATION INC (EIN 13-5600408)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349101102
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- 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 | 2022-11-15T06:07:29-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 East 42nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | 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 | 135600408 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSIE SMITH NOYES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JESS | BusinessNameControlTxt |
| Phone | 2126846577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 MADISON AVENUE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RINI BANERJEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126846577 | PhoneNum |
| Signature | 2022-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RINI | PersonFirstNm |
| Person Last | BANERJEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Preparation | 2022-11-15 | 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 | $69,197,263 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $674 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $674 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $829,945 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $829,945 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,282,022 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,359,630 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,278,329 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$12,783 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,183 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,099,858 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,107,765 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $227,783 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,778 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $205,005 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $195,431 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $195,431 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $186,338 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,305 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $177,033 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $26,201 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,201 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $722,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $673,160 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,165 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $104,873 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,077 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $55,789 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $55,789 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,450 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,450 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $88,595 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $88,595 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,668,285 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $738,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $840,919 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,171,123 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,171,123 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,839,408 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $738,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,012,042 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,260,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,369,195 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $258,490 | CashBOYAmt |
| Cash EOY | $200,199 | CashEOYAmt |
| Cash EOYFMV | $200,199 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,636,775 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,762,797 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,762,797 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $121,228 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $98,186 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $98,186 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,675,429 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,884,551 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,884,551 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,937,942 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,604,099 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,604,099 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,330,668 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,369,737 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,369,737 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $30,905,591 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,226,891 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,226,891 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $30,600 | OtherAssetsBOYAmt |
| Other Assets EOY | $50,803 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $50,803 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $65,896,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,197,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,197,263 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $65,896,723 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $69,197,263 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,896,723 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,197,263 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $65,896,723 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,197,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,896,723 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,260,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,040,090 | OtherIncreasesAmt |
| Subtotal | $69,197,263 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,197,263 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SECURITIES | P | $16,163,573 | $14,950,978 | $1,212,595 | $1,212,595 |
| PARTNERSHIPS | P | $5,196,057 | $5,196,057 | $5,196,057 | |
| COST ADJUSTMENTS | P | $126,630 | -$126,630 | -$126,630 | |
| LESS: SUBJECT TO UBIT | P | $3,693 | -$3,693 | -$3,693 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,278,329 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88,532 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88,532 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88,532 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $101,732 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $121,732 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $33,200 | OverpaymentAmt |
| Applied To ES Tax | $33,200 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NOYES.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126846577 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 MADISON AVENUE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|
| CAITLYN BEARDSLEY | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JUDY HATCHER | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | CHAIR/DIRECTOR | 4.00 | $0 | $0 | $0 |
| RACHEL ANDERSON | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | SECRETARY/DIRECTOR | 2.00 | $0 | $0 | $0 |
| LIZZIE FLOWER | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARK BERRY | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| VONDA BRUNSTING | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARC DIAZ | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SCOTT BUDDE | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SHARESE FREDERICK | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | VICE-CHAIR/DIRECTOR | 2.00 | $0 | $0 | $0 |
| TERRELENE MASSEY | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHAD RAPHAEL | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RINI BANERJEE CONWAY | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | PRESIDENT | 35.00 | $227,783 | $74,322 | $0 |
| NICK JACANGELO | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LEILANI WILSON WALKUSH | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| REGINA DIZON | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | GRANTS & OPERATIONS | 35.00 | $101,273 | $57,650 | $0 |
| OLIVIA TRABYSH | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | PROGRAM OFFICER | 35.00 | $94,450 | $24,685 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIEDEMANN ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $135,909 | CompensationAmt |
| 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 | $64,557,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,962,981 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $38,370 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,559,266 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,559,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,028,389 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,530,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,376,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,376,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88,532 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88,532 | TotalTaxAmt |
| Distributable Before Adj | $3,288,012 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,288,012 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,288,012 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,012,042 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,012,042 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,288,012 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $164,360 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,326,506 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $280,033 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $345,293 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $742,514 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,858,706 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,012,042 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,288,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,724,030 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,582,736 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $164,360 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,418,376 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,326,506 | ExcessFromYear4Amt |
| Excess From Year3 | $280,033 | ExcessFromYear3Amt |
| Excess From Year2 | $345,293 | ExcessFromYear2Amt |
| Excess From Year1 | $742,514 | ExcessFromYear1Amt |
| Excess From Current Year | $1,724,030 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (134 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AIDS Services Coalition | |||||||
| 121 College St | Hattiesburg | MS | 39401 | PC | Project support | $40,000 | |
| American Red Cross in Greater New York | |||||||
| 520 West 49th Street | New York | NY | 10019 | PC | General operating support | $10,000 | |
| Black Farmer Fund | |||||||
| 228 Park Ave S | New York | NY | 10003 | PC | General operating support | $60,000 | |
| Boy Scouts of America | |||||||
| PO Box 152079 | Irving | TX | 75015 | PC | General operating support | $2,500 | |
| BYP100 Education Fund | |||||||
| 239 E 51st St | Chicago | IL | 60653 | PC | General operating support | $40,000 | |
| Cary Christian Center | |||||||
| PO Box 57154 Cottonwood street | Cary | MS | 39054 | PC | General operating support | $2,500 | |
| Cary Christian Center | |||||||
| PO Box 57154 Cottonwood street | Cary | MS | 39054 | PC | General operating support | $10,000 | |
| Center for Law and Human Values | |||||||
| 449 Troutman St Ste A | Brooklyn | NY | 11237 | PC | Project support | $25,000 | |
| Center for Popular Democracy | |||||||
| 449 Troutman St Ste A | Brooklyn | NY | 11237 | PC | Project support | $60,000 | |
| Center for Transformative Action | |||||||
| 119 Anabel Taylor Hall | Ithaca | NY | 14853 | PC | Project support | $20,000 | |
| Central Baptist Church of Norwich CT | |||||||
| 2 Union St | Norwich | CT | 06360 | PC | General operating support | $10,000 | |
| Chester Agricultural Center | |||||||
| PO Box 269 | Mountainville | NY | 10953 | PC | General operating support | $30,000 | |
| Chief Seattle Club | |||||||
| 410 - 2nd Avenue Extension South | Seattle | WA | 98104 | PC | General operating support | $25,000 | |
| Clean Air Coalition of Western New York | |||||||
| 52 Linwood Ave | Buffalo | NY | 14209 | PC | Project support | $623 | |
| Clean Air Coalition of Western New York | |||||||
| 52 Linwood Ave | Buffalo | NY | 14209 | PC | General operating support | $60,000 | |
| Clean Air Coalition of Western New York | |||||||
| 52 Linwood Ave | Buffalo | NY | 14209 | PC | Project support | $60,000 | |
| Clean Slate Behavioral Health Solutions | |||||||
| PO Box 14214 | Jackson | MS | 39236 | PC | General operating support | $2,500 | |
| Clean Slate Behavioral Health Solutions | |||||||
| PO Box 14214 | Jackson | MS | 39236 | PC | General operating support | $40,000 | |
| Coahoma County Diaper Bank | |||||||
| PO Box 252 | Clarksdale | MS | 38614 | PC | General operating support | $2,500 | |
| Coahoma County Diaper Bank | |||||||
| PO Box 252 | Clarksdale | MS | 38614 | PC | General operating support | $30,000 | |
| Columbia County Sanctuary Movement | |||||||
| PO Box 785 | Hudson | NY | 12534 | PC | General operating support | $50,000 | |
| Common Counsel Foundation | |||||||
| 1624 Franklin St 1022 | Oakland | CA | 94612 | PC | Project support | $100,000 | |
| Common Counsel Foundation | |||||||
| 1624 Franklin St 1022 | Oakland | CA | 94612 | PC | Project support | $30,000 | |
| Common Future | |||||||
| 2323 Broadway | Oakland | CA | 94612 | PC | General operating support | $50,000 | |
| Common Future | |||||||
| 2323 Broadway | Oakland | CA | 94612 | PC | General operating support | $30,000 | |
| Community Funds Inc | |||||||
| 900 Walt Whitman Rd | Melville | NY | 11747 | PC | Project support | $42,500 | |
| Community Voices Heard | |||||||
| 115 East 106th Street 3rd Fl | New York | NY | 10029 | PC | General operating support | $50,000 | |
| Crossroads Cultural Art Center | |||||||
| 332 Delta Ave | Clarksdale | MS | 38614 | PC | General operating support | $2,500 | |
| Crossroads Cultural Art Center | |||||||
| 332 Delta Ave | Clarksdale | MS | 38614 | PC | General operating support | $30,000 | |
| East Bay Meditation Center | |||||||
| 2147 Broadway | Oakland | CA | 94612 | PC | General operating support | $3,000 | |
| Federation of Jewish Philanthropies of New York | |||||||
| 130 East 59th Street | New York | NY | 10022 | PC | General operating support | $75,000 | |
| Freedom Project Network | |||||||
| 120 Delta Ave | Sunflower | MS | 38778 | PC | General operating support | $30,000 | |
| Fund for the City of New York | |||||||
| 121 Avenue of the Americas | New York | NY | 10013 | PC | Project support | $40,000 | |
| Girl Scouts of the USA | |||||||
| 420 Fifth Avenue | New York | NY | 10018 | PC | General operating support | $2,500 | |
| Grassroots Global Justice | |||||||
| 7000 Carroll Ave | Takoma Park | MD | 20912 | PC | Project support | $30,000 | |
| Healing Hand Foundation | |||||||
| 3100 Channel Drive Ste 300 | Juneau | AK | 99801 | PC | General operating support | $10,000 | |
| Higher Purpose Co | |||||||
| 130 Desoto Ave Suite 10 | Clarksdale | MS | 38614 | PC | General operating support | $2,500 | |
| Higher Purpose Co | |||||||
| 130 Desoto Ave Suite 10 | Clarksdale | MS | 38614 | PC | General operating support | $60,000 | |
| Highlander Research and Education Center | |||||||
| 1959 Highlander Way | New Market | TN | 37820 | PC | Project support | $50,000 | |
| Highlander Research and Education Center | |||||||
| 1959 Highlander Way | New Market | TN | 37820 | PC | Project support | $50,000 | |
| Indigenous Environmental Network | |||||||
| PO Box 485 | Bemidji | MN | 56619 | PC | General operating support | $50,000 | |
| Indigenous World Organization | |||||||
| 96 Frogtown Rd | Akwesasne | NY | 13655 | PC | Project support | $50,000 | |
| Institute for the Advancement of Minority Health | |||||||
| P O Box 1041 | Ridgeland | MS | 39158 | PC | General operating support | $2,500 | |
| Institute for the Advancement of Minority Health | |||||||
| P O Box 1041 | Ridgeland | MS | 39158 | PC | General operating support | $30,000 | |
| me too International | |||||||
| 245 N Highland Ave Suite 230 808 | Atlanta | GA | 30307 | PC | General operating support | $40,000 | |
| MICA Group Inc | |||||||
| 5301 Springlake Way | Baltimore | MD | 21212 | PC | Project support | $60,000 | |
| Ministers and Missionaries Benefit Board of the American Baptist Churches | |||||||
| 475 Riverside Drive | New York | NY | 10115 | PC | General operating support | $75,000 | |
| Mississippi Association of Cooperatives | |||||||
| 233 East Hamilton Street | Jackson | MS | 39202 | PC | General operating support | $2,500 | |
| Mississippi Association of Cooperatives | |||||||
| 233 East Hamilton Street | Jackson | MS | 39202 | PC | General operating support | $20,000 | |
| Mississippi Band of Choctaw Indians | |||||||
| PO Box 6023 | Philadelphia | MS | 39350 | PC | Project support | $5,000 | |
| Mississippi Band of Choctaw Indians | |||||||
| PO Box 6023 | Philadelphia | MS | 39350 | PC | Project support | $50,000 | |
| Mississippi Black Womens Roundtable | |||||||
| PO Box 21499 | Jackson | MS | 39289 | PC | General operating support | $2,500 | |
| Mississippi Black Womens Roundtable | |||||||
| PO Box 21499 | Jackson | MS | 39289 | PC | General operating support | $50,000 | |
| Mississippi Center for Cultural Production | |||||||
| 319 White Oak Street | Utica | MS | 39175 | PC | General operating support | $30,000 | |
| Mississippi Center for Justice | |||||||
| 120 Court Ave | Indianola | MS | 38751 | PC | General operating support | $40,000 | |
| Mississippi Immigrants Rights Alliance | |||||||
| PO Box 1104 | Jackson | MS | 39215 | PC | General operating support | $2,500 | |
| Mississippi Immigrants Rights Alliance | |||||||
| PO Box 1104 | Jackson | MS | 39215 | PC | General operating support | $10,000 | |
| Mississippi Safe Schools Coalition | |||||||
| 310 George Street Suite 240 | Jackson | MS | 39202 | PC | General operating support | $2,500 | |
| Mississippi Safe Schools Coalition | |||||||
| 310 George Street Suite 240 | Jackson | MS | 39202 | PC | General operating support | $10,000 | |
| Mississippi Safe Schools Coalition | |||||||
| 310 George Street Suite 240 | Jackson | MS | 39202 | PC | General operating support | $20,000 | |
| Mississippi Votes | |||||||
| 510 George Street Suite 306 | Jackson | MS | 39202 | PC | General operating support | $20,000 | |
| Mississippi Votes | |||||||
| 510 George Street Suite 306 | Jackson | MS | 39202 | PC | General operating support | $50,000 | |
| Mississippi Workers Center for Human Rights | |||||||
| 819 Main Street Upper | Greenville | MS | 38701 | PC | Project support | $2,500 | |
| Mississippi Workers Center for Human Rights | |||||||
| 819 Main Street Upper | Greenville | MS | 38701 | PC | General operating support | $2,500 | |
| Mississippi Workers Center for Human Rights | |||||||
| 819 Main Street Upper | Greenville | MS | 38701 | PC | Project support | $10,000 | |
| Mississippi Workers Center for Human Rights | |||||||
| 819 Main Street Upper | Greenville | MS | 38701 | PC | General operating support | $60,000 | |
| Native American Community Services of Erie and Niagara Counties Inc | |||||||
| 1005 Grant Street | Buffalo | NY | 14207 | PC | General operating support | $50,000 | |
| Native American Food Sovereignty Alliance | |||||||
| PO Box 68 | Scandia | MN | 55073 | PC | General operating support | $25,000 | |
| Native Americans in Philanthropy | |||||||
| PO Box 68 | Scandia | MN | 55073 | PC | General operating support | $25,000 | |
| Native Wellness Institute | |||||||
| 2830 SE Cleveland Drive | Gresham | OR | 97080 | PC | General operating support | $60,000 | |
| NDN Collective | |||||||
| 317 Main St 1 | Rapid City | SD | 57701 | PC | General operating support | $75,000 | |
| Neighborhood Funders Group | |||||||
| 300 Frank Ogawa Plaza | Oakland | CA | 94612 | PC | Project support | $10,000 | |
| Neighborhood Funders Group | |||||||
| 300 Frank Ogawa Plaza | Oakland | CA | 94612 | PC | Project support | $75,000 | |
| New Economy Coalition | |||||||
| PO Box 390503 | Cambridge | MA | 02139 | PC | General operating support | $40,000 | |
| New Economy Project | |||||||
| 121 W 27th Street Suite 804 | New York | NY | 10001 | PC | General operating support | $10,000 | |
| New Economy Project | |||||||
| 121 W 27th Street Suite 804 | New York | NY | 10001 | PC | General operating support | $50,000 | |
| New York Foundation | |||||||
| 150 W 30th St Ste 1401 | New York | NY | 10001 | PC | Project support | $50,000 | |
| New York Immigration Coalition | |||||||
| 131 West 33rd Street Suite 610 | New York | NY | 10001 | PC | General operating support | $20,000 | |
| New York State Youth Leadership Council | |||||||
| 217 Centre Street Suite 343 | New York | NY | 10013 | PC | General operating support | $20,000 | |
| Newburgh LGBTQ Center | |||||||
| 102 S William Street | Newburgh | NY | 12550 | PC | General operating support | $55,000 | |
| North Star Fund | |||||||
| 520 8th Avenue suite 1800 | New York | NY | 10018 | PC | Project support | $20,000 | |
| North Star Fund | |||||||
| 520 8th Avenue suite 1800 | New York | NY | 10018 | PC | Project support | $100,000 | |
| One Voice Inc | |||||||
| 1072 JR Lynch Street | Jackson | MS | 39203 | PC | General operating support | $2,500 | |
| One Voice Inc | |||||||
| 1072 JR Lynch Street | Jackson | MS | 39203 | PC | Project support | $10,000 | |
| One Voice Inc | |||||||
| 1072 JR Lynch Street | Jackson | MS | 39203 | PC | Project support | $30,000 | |
| One Voice Inc | |||||||
| 1072 JR Lynch Street | Jackson | MS | 39203 | PC | General operating support | $60,000 | |
| Onkwe Inc | |||||||
| 112 Jock Road | Hogansburg | NY | 13655 | PC | General operating support | $50,000 | |
| Project South | |||||||
| 9 Gammon Ave | Atlanta | GA | 30315 | PC | Project support | $10,000 | |
| Project South | |||||||
| 9 Gammon Ave | Atlanta | GA | 30315 | PC | Project support | $40,000 | |
| Project South | |||||||
| 9 Gammon Ave | Atlanta | GA | 30315 | PC | General operating support | $50,000 | |
| Project South | |||||||
| 9 Gammon Ave | Atlanta | GA | 30315 | PC | Project support | $60,000 | |
| Proteus Fund | |||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | PC | Project support | $50,000 | |
| Public Policy and Education Fund of New York | |||||||
| 94 Central Ave | Albany | NY | 12206 | PC | Project support | $50,000 | |
| Public Policy and Education Fund of New York | |||||||
| 94 Central Ave | Albany | NY | 12206 | PC | Project support | $50,000 | |
| Reproductive Health Investors Alliance | |||||||
| 47 Kearny St Suite 600 | San Francisco | CA | 94108 | PC | General operating support | $30,000 | |
| Resist | |||||||
| PO Box 301240 | Boston | MA | 02130 | PC | Project support | $25,000 | |
| Rise Up Kingston | |||||||
| 140 Tremper Ave | Kingston | NY | 12401 | PC | General operating support | $40,000 | |
| Saint Josephs House of Hospitality | |||||||
| 402 South Ave | Rochester | NY | 14620 | PC | Project support | $35,000 | |
| Sarah's Touch | |||||||
| 112 Western Cir | Greenwood | MS | 38930 | PC | Project support | $10,000 | |
| SEPA Mujer | |||||||
| 45 Oak Street | Patchogue | NY | 11772 | PC | General operating support | $60,000 | |
| Seven Dancers Coalition Inc | |||||||
| 352 State Route 37 PO Box 399 | Akwesasne | NY | 13655 | PC | General operating support | $60,000 | |
| Social and Environmental Entrepreneurs | |||||||
| 23564 Calabasas Road Suite 201 | Calabasas | CA | 91302 | PC | Project support | $30,000 | |
| Southern Echo Inc | |||||||
| 1350 Livingston Lane | Jackson | MS | 39213 | PC | General operating support | $2,500 | |
| Southern Echo Inc | |||||||
| 1350 Livingston Lane | Jackson | MS | 39213 | PC | General operating support | $40,000 | |
| Southern Rural Black Women's Initiative | |||||||
| PO Box 11437 | Jackson | MS | 39283 | PC | General operating support | $2,500 | |
| Southern Rural Black Women's Initiative | |||||||
| PO Box 11437 | Jackson | MS | 39283 | PC | General operating support | $20,000 | |
| St Charles Hospital | |||||||
| 200 Belle Terre Rd | Port Jefferson | NY | 11777 | PC | General operating support | $75,000 | |
| Steps Coalition | |||||||
| 11975 Seaway Road Suite B225 | Gulfport | MS | 39503 | PC | General operating support | $40,000 | |
| Sunflower County Parents and Students United | |||||||
| 612 Sunflower Avenue Extended Suite | Indianola | MS | 38751 | PC | General operating support | $2,500 | 17 |
| Sunflower County Parents and Students United | |||||||
| 612 Sunflower Avenue Extended Suite | Indianola | MS | 38751 | PC | General operating support | $20,000 | 17 |
| Sunrise Movement Education Fund | |||||||
| 50 F St NW Suite 700 | Washington | DC | 20001 | PC | General operating support | $40,000 | |
| Sur Legal Collaborative | |||||||
| PO Box 1606 | Decatur | GA | 30031 | PC | General operating support | $30,000 | |
| The Cultural Conservancy | |||||||
| PO Box 29044 | San Francisco | CA | 94129 | PC | General operating support | $40,000 | |
| The Free School | |||||||
| 361 Main Street | Catskill | NY | 12414 | PC | Project support | $40,000 | |
| The Lighthouse Black Girl Projects | |||||||
| PO Box 607 | Jackson | MS | 39205 | PC | General operating support | $40,000 | |
| The Praxis Project | |||||||
| 1001 Connecticut Ave Ste 201 | Washington | DC | 20036 | PC | Project support | $40,000 | |
| Tides Center | |||||||
| PO Box 889385 | Los Angeles | CA | 90088 | PC | Project support | $20,000 | |
| Transgender Law Center | |||||||
| PO Box 70976 | Oakland | CA | 94612 | PC | Project support | $40,000 | |
| Tutwiler Community Education Center | |||||||
| PO Box 448 | Tutwiler | MS | 38963 | PC | General operating support | $2,500 | |
| Tutwiler Community Education Center | |||||||
| PO Box 448 | Tutwiler | MS | 38963 | PC | General operating support | $10,000 | |
| Union Theological Seminary | |||||||
| 3041 Broadway | New York | NY | 10027 | PC | General operating support | $10,000 | |
| Urban Justice Center | |||||||
| 40 Rector Street 9th Floor | New York | NY | 10006 | PC | Project support | $20,000 | |
| Village at Ithaca | |||||||
| 401 W Seneca St | Ithaca | NY | 14850 | PC | Project support | $40,000 | |
| Voices of Community Activists and Leaders-VOCAL NY | |||||||
| 80A Fourth Ave | Brooklyn | NY | 11217 | PC | Project support | $30,000 | |
| Women's Foundation of Mississippi | |||||||
| 2906 N State Street Suite 302 | Jackson | MS | 39216 | PC | General operating support | $30,000 | |
| Worker Justice Center of New York | |||||||
| 9 Main Street | Kingston | NY | 12401 | PC | General operating support | $40,000 | |
| Worker Justice Center of New York | |||||||
| 9 Main Street | Kingston | NY | 12401 | PC | General operating support | $10,000 | |
| YMCA of Greater New York | |||||||
| 5 West 63rd St Floor 6 | New York | NY | 10023 | PC | General operating support | $5,000 | |
| YMCA of Long Island | |||||||
| 60 Main Street | Huntington | NY | 11743 | PC | General operating support | $5,000 | |
| Young Invincibles | |||||||
| 1201 Connecticut Ave NW 600 | Washington | DC | 20036 | PC | General operating support | $20,000 | |
| Youth Innovation Movement Solutions Inc | |||||||
| 1315 N Green St | Tupelo | MS | 38804 | PC | Project support | $2,500 | |
| Youth Innovation Movement Solutions Inc | |||||||
| 1315 N Green St | Tupelo | MS | 38804 | PC | Project support | $30,000 | |
| YWCA Brooklyn | |||||||
| 30 Third Ave | Brooklyn | NY | 11217 | PC | General operating support | $10,000 | |
| YWCA of the USA | |||||||
| 1020 19th Street NW Suite 750 | Washington | DC | 20036 | PC | General operating support | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,171,123 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $674 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $829,945 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,693 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,278,329 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | 14 | -$12,783 | ||
| PARTNERSHIP SUBJECT TO UBIT | 14 | $11,600 | 523000 | -$11,600 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$7,907 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,107,765 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,099,858 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| C HARRIS - ACCOUNTING | $16,500 | $8,250 | $8,250 |
| O FLANAGAN - REVIEW AND TAX | $36,000 | $9,000 | $27,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SNW CORPORATE BONDS | BondNm |
| EOY Book Value | $13,369,737 | EOYBookValueAmt |
| EOYFMV | $13,369,737 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | APERIO GROUP | StockNm |
| EOY Book Value | $16,604,099 | EOYBookValueAmt |
| EOYFMV | $16,604,099 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,884,551 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,884,551 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SOLSTICE CAPITAL II, LP | FMV | $12,236 | $12,236 |
| GENERATION IM GLOBAL EQUITY FUND, LLC | FMV | $18,071,433 | $18,071,433 |
| COMMUNITY INVESTMENTS | FMV | $350,000 | $350,000 |
| SJF VENTURES III, LP | FMV | $551,383 | $551,383 |
| MERCER PRIVATE INV PARTNERS LP | FMV | $289,962 | $289,962 |
| FRESH SOURCE CAPITAL FUND, LLC | FMV | $141,988 | $141,988 |
| LYME FOREST FUND IV LP | FMV | $299,127 | $299,127 |
| DBL PARTNERS III, LP | FMV | $734,995 | $734,995 |
| SJF VENTURES IV, LP | FMV | $586,901 | $586,901 |
| BOSTON COMMON SUSTAINABLE | FMV | $3,521,297 | $3,521,297 |
| GLOBAL IMPACT ACCESS LP | FMV | $1,514,720 | $1,514,720 |
| FIMM TREASURY PORTFOLIO | FMV | $17,754 | $17,754 |
| RETHINK IMPACT | FMV | $58,495 | $58,495 |
| RH CAPITAL FUND II | FMV | $72,958 | $72,958 |
| IMPACT WORLD EQUITY FUND | FMV | $4,089,150 | $4,089,150 |
| ROSE AFFORDABLE HOUSING | FMV | $175,775 | $175,775 |
| GLOBAL IMPACT ACCESS II LP | FMV | $701,098 | $701,098 |
| CALVERT EMERGING MARKETS EQUITY | FMV | $2,037,619 | $2,037,619 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $26,201 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,201 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $30,600 | BOYBookValueAmt |
| EOY Book Value | $50,803 | EOYBookValueAmt |
| EOYFMV | $50,803 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $8,849 | $0 | $8,849 |
| TELECOMMUNICATIONS | $8,796 | $0 | $8,796 |
| COMPUTERS & IT | $24,648 | $0 | $24,648 |
| POSTAGE & SUPPLIES | $4,565 | $0 | $4,565 |
| FILING FEES | $1,500 | $0 | $1,500 |
| MEMBERSHIP FEES | $38,530 | $0 | $38,530 |
| BANK & CREDIT CARD FEES | $1,707 | $0 | $1,707 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | -$1,183 | ||
| PARTNERSHIP INCOME | -$12,783 | -$12,783 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $2,040,090 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TIEDEMANN - INV FEES | $135,909 | $135,909 | $0 |
| PARTNERSHIP - INV FEES | $202,580 | $202,580 | $0 |
| OTHER INV MANAGER FEES | $318,299 | $318,299 | $0 |
| COMPUTER CONSULTANT | $3,103 | $0 | $3,103 |
| HR RELATED CONSULTANTS | $10,062 | $0 | $10,062 |
| COMMUNICATIONS CONSULTANT | $36,000 | $0 | $36,000 |
| OTHER INV EXPENSES | $16,372 | $16,372 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE AND UBIT TAXES | $88,796 | $0 | $0 |
| FOREIGN TAXES | $16,077 | $16,077 | $0 |
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