MAILMAN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MAILMAN FOUNDATION INC (EIN 13-6161556)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-12-19
- IRS object ID
- 202223539349100102
- Schema version
- 2021v4.2
- Note
- A later return for the same period supersedes this one.
- 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
- Distribution From Corpus Election
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-19T07:50:12-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | 136161556 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAILMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BusinessNameControlTxt | |
| Phone | 2126973509 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CITRIN-50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JODY WOLFE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126973509 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JODY | PersonFirstNm |
| Person Last | WOLFE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH HASTINGS | PreparerPersonNm |
| PTIN | P00758772 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2022-12-14 | 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) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,888,125 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $4,184 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,184 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $249,958 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $249,958 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,583,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,118,536 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,583,503 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,209 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,277 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,843,854 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,841,922 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,737 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $747 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,990 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,104 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,552 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,552 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,426 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $885 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,541 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $226,189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $224,462 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,727 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $332,456 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $259,646 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $71,810 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $517,610 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $517,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $850,066 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $259,646 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $589,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $993,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,582,276 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,698,197 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,849,392 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,849,392 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,982 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,982 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,982 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,982 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | -$946 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,588 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,588 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $14,567,782 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,432,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $58,352,772 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,986,667 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,941,973 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,665,050 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,341 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,341 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,253,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,245,051 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,888,125 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $141,046 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $141,046 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $141,046 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $141,046 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,522,887 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,522,887 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,589,749 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,581,118 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,112,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,104,005 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,253,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,245,051 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,112,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $993,788 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,106,424 | SubtotalAmt |
| Other Decreases | $2,419 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,104,005 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (THRU CHARLES SCHWAB) | $444,264 | $362,162 | $82,102 | $82,102 | |
| PUBLICLY TRADED SECURITIES (THRU CHARLES SCHWAB) | $2,159,339 | $1,323,747 | $835,592 | $835,592 | |
| PUBLICLY TRADED SECURITIES (THRU CITIBANK) | $1,002,891 | $902,163 | $100,728 | $100,728 | |
| PUBLICLY TRADED SECURITIES (THRU NEUBERGER BERMAN) | $627,599 | $744,348 | -$116,749 | -$116,749 | |
| PUBLICLY TRADED SECURITIES (THRU NEUBERGER BERMAN) | $1,883,594 | $1,184,291 | $699,303 | $699,303 | |
| PUBLICLY TRADED SECURITIES (THRU VANGUARD) | $849 | $849 | $849 | ||
| CAPITAL GAIN (THRU FARALLON CAPITAL LP) | -$23,016 | -$23,016 | P | ||
| CAPITAL GAIN (THRU UV PARTNERS IV LP) | $4,694 | $4,694 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,583,503 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,119 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,119 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $53 | EsPenaltyAmt |
| Overpayment | $11,072 | OverpaymentAmt |
| Applied To ES Tax | $11,072 | 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 | DE | OrgReportOrRegisterStateCd |
| 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 | NONE | WebsiteAddressTxt |
| Individual With Books | CITRIN COOPERMAN ADVISORS LLC | IndividualWithBooksNm |
| Phone | 2126971000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA 4TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| PHYLLIS MAILMAN | ||||||||
| 50 ROCKEFELLER PLAZA-4TH FLOOR | NEW YORK | NY | 10020 | VP/ASST. TREASURER | 0.25 | $0 | $0 | $0 |
| JOAN M WOLFE | ||||||||
| 50 ROCKEFELLER PLAZA-4TH FLOOR | NEW YORK | NY | 10020 | PRESIDENT | 20.00 | $25,000 | $1,869 | $0 |
| JOHANNA L WOLFE | ||||||||
| 50 ROCKEFELLER PLAZA-4TH FLOOR | NEW YORK | NY | 10020 | VP/ASST SECRETARY | 0.25 | $0 | $0 | $0 |
| OLIVIA L WOLFE | ||||||||
| 50 ROCKEFELLER PLAZA-4TH FLOOR | NEW YORK | NY | 10020 | VP/ASST SECRETARY | 20.00 | $25,000 | $1,869 | $0 |
| JOSEPH V HASTINGS | ||||||||
| 50 ROCKEFELLER PLAZA-4TH FLOOR | NEW YORK | NY | 10020 | SECRETARY/TREASURER | 1.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEUBERGER BERMAN LLC | |||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | INVESTMENT MANAGEMENT | $123,421 |
| SELECT EQUITY GROUP LP | |||||
| 380 LAFAYETTE STREET-FL6 | NEW YORK | NY | 10003 | INVESTMENT MANAGEMENT | $76,361 |
| 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 | $48,911,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,202,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,524,004 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,637,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,637,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $804,568 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,833,276 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,641,664 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,641,664 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,994 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $206 | IncomeTaxAmt |
| Total Tax | $22,200 | TotalTaxAmt |
| Distributable Before Adj | $2,619,464 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,619,464 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,619,464 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $589,420 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $589,420 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,619,464 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $780,183 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,313,486 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $489,894 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $933,652 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $599,820 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,117,035 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $589,420 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $589,420 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,619,464 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,619,464 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,086,991 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,086,991 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $897,751 | ExcessFromYear2Amt |
| Excess From Year1 | $599,820 | ExcessFromYear1Amt |
| Excess From Current Year | $589,420 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHYLLIS MAILMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AANT | ||||||||
| 47 W 30TH ST 8F | NEW YORK | NY | 10001 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $50,000 | |
| APERTURE FOUNDATION INC | ||||||||
| 548 W 28TH ST 4TH FL | NEW YORK | NY | 10001 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $7,500 | |
| BROOKLYN ACADEMY OF MUSIC | ||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $7,500 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BLVD 2900A | LOS ANGELES | CA | 90048 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $25,000 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BLVD 2900A | LOS ANGELES | CA | 90048 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $20,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER ST | NEW YORK | NY | 10038 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $20,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $500 | |
| CHAPMAN PARTNERSHIP | ||||||||
| 1550 N MIAMI AVE | MIAMI | FL | 33136 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $10,000 | |
| CITIZENS COMMITTEE FOR CHILDREN OF NY | ||||||||
| 14 WALL ST 4E | NEW YORK | NY | 10005 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $10,000 | |
| CITY HARVEST INC | ||||||||
| 5501 2ND ST | QUEENS | NY | 11101 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $20,000 | |
| CONGREGATION EMANU-EL OF THE CITY OF NY | ||||||||
| 1 E 65TH ST | NEW YORK | NY | 10065 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $15,110 | |
| EARTHJUSTICE | ||||||||
| 48 WALL ST 19TH FLOOR | NEW YORK | NY | 10005 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $20,000 | |
| ETHICAL CULTURE FIELDSTON SCHOOL | ||||||||
| 3901 FIELDSTON RD | BRONX | NY | 10471 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| GARY SINISE FOUNDATION | ||||||||
| PO BOX 40726 | NASHVILLE | TN | 37204 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $30,000 | |
| HUDSON INSTITUTE | ||||||||
| 1201 PENNSYLVANIA AVENUE NW FOURTH | WASHINGTON | WA | 20004 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $25,000 | FLOOR |
| LILY LEGACIES | ||||||||
| PO BOX 250402 | NEW YORK | NY | 10025 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $1,000 | |
| LINCOLN CENTER THEATER | ||||||||
| 150 W 65TH ST | NEW YORK | NY | 10023 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $25,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $20,000 | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $10,000 | |
| MADISON AVENUE PRESBYTERIAN CHURCH | ||||||||
| 921 MADISON AVE | NEW YORK | NY | 10021 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| MAGNUM FOUNDATION | ||||||||
| 59 E 4TH ST 7W | NEW YORK | NY | 10003 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $7,500 | |
| MIAMI CHILDRENS CHORUS INC | ||||||||
| 5700 1533 SUNSET DR 215 | MIAMI | FL | 33143 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $20,000 | |
| NATIONAL ASSOCIATION OF SCHOLARS | ||||||||
| 420 MADISON AVE 7TH FLOOR | NEW YORK | NY | 10017 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $25,000 | |
| PUBLIC RADIO INTERNATIONAL | ||||||||
| 401 2ND AVENUE NORTH SUITE 500 | MINNEAPOLIS | MN | 55401 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| RANSOM EVERGLADES SCHOOL | ||||||||
| 2045 SOUTH BAYSHORE DRIVE | COCONUT GROVE | FL | 33133 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $7,500 | |
| ROOT & REBOUND | ||||||||
| 1610 HARRISON ST SUITE E | OAKLAND | CA | 94612 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| RX ART INC | ||||||||
| 208 FORSYTH ST 1 | NEW YORK | NY | 10002 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| STONE BARNS CENTER | ||||||||
| 630 BEDFORD RD | TARRYTOWN | NY | 10591 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $10,000 | |
| THE AMERICAN-SCANDINAVIAN FOUNDATION | ||||||||
| 58 PARK AVE | NEW YORK | NY | 10016 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| THE BATTERY CONSERVANCY INC | ||||||||
| 1 WHITEHALL ST 17 | NEW YORK | NY | 10004 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| THE BROOKLYN MUSEUM | ||||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 11238 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| THE EVERLGADES FOUNDATION | ||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $25,000 | |
| THE EYE CANCER FOUNDATION INC | ||||||||
| 115 E 61ST ST | NEW YORK | NY | 10065 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $1,000 | |
| THE MUSEUM OF CONTEMPORARY ART | ||||||||
| 4TH 5TH FLOORS 528 W 39TH ST3RD | NEW YORK | NY | 10018 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| THE SURFRIDER FOUNDATION | ||||||||
| 942 CALLE NEGOCIO SUITE 350 | SAN CLEMENTE | CA | 92673 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $50,000 | |
| TUXEDO PARK SCHOOL | ||||||||
| MOUNTAIN FARM RD | TUXEDO PARK | NY | 10987 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| YOUNG MENS & YOUNG WOMENS HEBREW ASSOCIATION | ||||||||
| 30 LAFAYETTE AVE | BALTIMORE | MD | 21201 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $517,610 | 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 | $4,184 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $249,958 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531930 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,932 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $4,277 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,583,503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,932 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,841,922 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,843,854 | 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 |
|---|---|---|---|
| FEES FOR INVESTMENT/REPORT PREPARATION | $23,552 | $23,552 | $0 |
| FEES FOR PREPARATION OF FEDERAL AND STATE TAX RETURNS | $23,552 | $0 | $23,552 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE MAILMAN FOUNDATION INC. HEREBY ELECTS TO TREAT $551,620 OF THE QUALIFYING DISTRIBUTIONS OF THE FOUNDATION FOR THE YEAR ENDING DECENBER 31, 2021 AS BEING MADE OUT OF CORPUS IN ACCORDANCE WITH INTERNAL REVENUE REGULATION SECTION 53.4942 (A)-3(D)(2). | ElectionDesc |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF PART IX, LINE 1A | AMENDED THE 990-PF RETURN TO CORRECT AVERAGE MONTHLY FAIR MARKET VALUE OF SECURITIES FROM $24,456,476 TO $48,911,028 |
| FORM 990-PF PART I, LINE 15 | TO REVISE EMPLOYEE BENEFITS. |
| PART I, LINE 25 | TO REPORT ADDITIONAL GRANTS OF $ 45,000 FROM CEDARS- SINAI MEDICAL CENTER. |
| PART XII, LINE 4C | TO MAKE A CHANGE TO THE DISTRIBUTIONS OUT OF CORPUS , FROM $551,620 TO $589,420. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD | $503,175 | $507,881 |
| CHARLES SCHWAB | $4,686,996 | $6,808,454 |
| NEUBERGER BERMAN | $7,024,328 | $15,094,271 |
| CITIBANK | $3,133,483 | $5,197,722 |
| MERRILL LYNCH | $84,793 | $30,744,444 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WARBURG PINCUS EQUITY PTRS | AT COST | $109,882 | $7,764 |
| MOUNTAINVIEW GARDENS | AT COST | $27,771 | $27,771 |
| UV PARTNERS IV, LP | AT COST | $156,299 | $168,610 |
| FARALLON CAP INST. PTRS | AT COST | $148,021 | $92,344 |
| GREAT JONES OFFSHORE FUND, LTD. | AT COST | $1,500,000 | $2,368,561 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED GAIN/LOSS ON PENDING TRANSACTIONS | Desc |
| EOY Book Value | $7,341 | EOYBookValueAmt |
| EOYFMV | $7,341 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT -PREPAID MEDICAL EXPENSES | Desc |
| Amt | $2,419 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE STATUTORY REP FEES | $25 | $0 | $25 |
| INV. FEES - NEUBERGER | $123,421 | $123,421 | $0 |
| INV. FEES - CITIBANK | $18,122 | $18,122 | $0 |
| SERVICE FEES - SCHWAB | $76,361 | $76,361 | $0 |
| PAYROLL PROCESSING FEES | $1,964 | $1,571 | $393 |
| NY CHAR 500 FILING FEES | $750 | $0 | $750 |
| FILING FEES | $559 | $0 | $559 |
| CUSTODY CITI | $1,621 | $1,621 | $0 |
| CUSTODY - NEUBERGER | $3,366 | $3,366 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PORTFOLIO - NON-UBT INCOME(LOSS) | $2,964 | $2,964 | $2,964 |
| THRU MOUNTAINVIEW GARDENS | $50 | $50 | $50 |
| THRU W/P EQUITY PARTNERS | -$498 | -$498 | -$498 |
| THRU FARALLON CAP. INTST'L PTRS | $3,154 | $3,154 | $3,154 |
| THRU UV PARTNERS IV LP | -$1,393 | -$1,393 | -$1,393 |
| THRU MOUNTAINVIEW GARDENS (UBI) | $1,932 | $0 | $1,932 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE JOSHUA MAILMAN FOUNDATION | Desc |
| BOY Book Value | $141,046 | BOYBookValueAmt |
| EOY Book Value | $141,046 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $4,426 | $885 | $3,541 |
| EXCISE TAX ON NET INVESTMENT INCOME | $1,000 | $0 | $0 |
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