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THE@ANGELO FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE@ANGELO FAMILY CHARITABLE FOUNDATION (EIN 81-1326413)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-24
IRS object ID
202232979349100053
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-24T08:00:17-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131833422PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ASH & PARSONT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1122 EAST 42ND STREET SUITE 1507AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101681599ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN811326413EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANGELO FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANGEBusinessNameControlTxt
Phone2126922023PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVENUE-26TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10167ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUDITH HART ANGELOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126922203PhoneNum
Signature2022-10-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJUDITHPersonFirstNm
Person LastHART ANGELOPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNEIL D ASHPreparerPersonNm
PTINP00110544PTIN
Phone2129531250PhoneNum
Preparation2022-10-20PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$78,689,584FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$58,338InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$58,338InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$604,067DividendsRevAndExpnssAmt
Dividends Net Invst Incm$604,067DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$452,115NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,767,727GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$452,115CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$10,732,776OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$10,732,776OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$11,847,296TotalRevAndExpnssAmt
Total Net Invst Incm$11,847,296TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,780LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$6,780LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$14,350TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,760TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$83,382OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$80,382OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$30,000OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$104,512TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$90,142TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$36,780TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,666,867ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,666,867ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,771,379TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$90,142TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,703,647TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,075,917ExcessRevenueOverExpensesAmt
Net Investment Income$11,757,154NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,009,145SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,357,139SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,357,139SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2CorporateStockBOYAmt
Corporate Stock EOY$2CorporateStockEOYAmt
Corporate Stock EOYFMV$2CorporateStockEOYFMVAmt
Other Investments BOY$69,588,080OtherInvestmentsBOYAmt
Other Investments EOY$76,375,952OtherInvestmentsEOYAmt
Other Investments EOYFMV$75,332,443OtherInvestmentsEOYFMVAmt
Total Assets BOY$71,597,227TotalAssetsBOYAmt
Total Assets EOY$79,733,093TotalAssetsEOYAmt
Total Assets EOYFMV$78,689,584TotalAssetsEOYFMVAmt
Other Liabilities BOY$131,617OtherLiabilitiesBOYAmt
Other Liabilities EOY$191,566OtherLiabilitiesEOYAmt
Total Liabilities BOY$131,617TotalLiabilitiesBOYAmt
Total Liabilities EOY$191,566TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$71,465,610RetainedEarningBOYAmt
Retained Earning EOY$79,541,527RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$71,465,610TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$79,541,527TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$71,597,227TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$79,733,093TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$71,465,610TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,075,917ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$79,541,527SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$79,541,527TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDt
PUBLICLY TRADED SECURITIESP$3,672,986$3,505,557$167,429$167,429
PUBLICLY TRADED SECURITIESP$326,848$341,880-$15,032-$15,032
PUBLICLY TRADED SECURITIESP$469,007$427,533$41,474$41,474
PUBLICLY TRADED SECURITIESP$40,834$40,642$192$192
AG ENERGY PARTNERS LP- BASIS ADJUSTMENTP$80,720$80,720$80,7202021-12-31
CAPITAL GAINS DIVIDENDSP$177,332$177,332$177,332
FieldValueIRS element (for citing)
Capital Gain Net Income$452,115CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$163,424InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$163,424SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$163,424TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$98,713EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$75,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$173,713TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$10,289OverpaymentAmt
Applied To ES Tax$10,289AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TAXPAYERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2126922023PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVENUE-26TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10167ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJUDITH HART ANGELOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVENUE-26TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10167ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$73,435,688AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,930,020AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$77,365,708TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$77,365,708AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,160,486CashDeemedCharitableAmt
Net Vl Noncharitable Assets$76,205,222NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,810,261MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,810,261MinimumInvestmentReturnAmt
Tax Based On Investment Income$163,424TaxBasedOnInvestmentIncomeAmt
Income Tax$2,004IncomeTaxAmt
Total Tax$165,428TotalTaxAmt
Distributable Before Adj$3,644,833DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,644,833DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,644,833DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,703,647ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,703,647QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,644,833DistributableAsAdjustedAmt
Undistributed Income PY$3,563,256UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Total For Prior Years$40,300TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,703,647QualifyingDistributionsAmt
Applied To Year1$3,563,256AppliedToYear1Amt
Applied To Prior Years$40,300AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$100,091AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$3,544,742UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (121 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CAMP ASSOCIATION
5000 STATE ROAD 67 NORTHMARTINSVILLEIN46151NONEPCFOR OPERATIONS$10,000
AMERICAN SKIN ASSOCIATION
335 MADISON AVENEW YORKNY10017NONEPCFOR OPERATIONS$10,000
AMHERST COLLEGE
AMHERST COLLEGEAMHERSTMA01022NONEPCFOR OPERATIONS$5,000
ANIMAL MEDICAL CENTER
510 EAST 62 STREETNEW YORKNY10065NONEPCFOR OPERATIONS$12,000
ANTI-DEFAMATION LEAGUE
605 3RD AVENEW YORKNY10158NONEPCFOR OPERATIONS$25,000
ASCAP FOUNDATION
250 W 57 STREETNEW YORKNY10107NONEPCFOR OPERATIONS$5,000
BRENTWOOD SCHOOL
52 THIRD AVENUEBRENTWOODNY11717NONEPCFOR OPERATIONS$17,500
BEIT T'SHUVAH
8831 VENICE BLVDLOS ANGELESCA90034NONEPCFOR OPERATIONS$5,000
CASTLE PEAK
420 W 14TH STREETNEW YORKNY10014NONEPCFOR OPERATIONS$5,000
CAMINO NUEVA CHARTER ACADEMY
3500 W TEMPLE STREETLOS ANGELESCA90004NONEPCFOR OPERATIONS$25,000
CAMP TIMANOUS
85 PLAINS ROADRAYMONDME04071NONEPCFOR OPERATIONS$30,000
CATHOLIC CHARITIES OF THE ARCHDIOCESE
12247 GEORGIA AVENUESILVER SPRINGMD20902NONEPCFOR OPERATIONS$2,500
CENTRAL PARK CONSERVANCY
14 E 60 STREETNEW YORKNY10022NONEPCFOR OPERATIONS$290,000
CHABAD HOUSE
170 COLLEGE AVEBRUNSWICKNJ08901NONEPCFOR OPERATIONS$2,000
CHAI LIFELINE
151 W 30 STREETNEW YORKNY10001NONEPCFOR OPERATIONS$10,000
CHARITY WATER
40 WORTH STREETNEW YORKNY10013NONEPCFOR OPERATIONS$12,000
CHROHN'S AND COLITIS FOUNDATION
733 THIRD AVENUENEW YORKNY10017NONEPCFOR OPERATIONS$500
CHILDREN'S MUSEUM OF MANHATTAN
212 WEST 83RD STREETNEW YORKNY10024NONEPCFOR OPERATIONS$10,000
CITY HARVEST
6 EAST 32 STREETNEW YORKNY10016NONEPCFOR OPERATIONS$20,000
EAGLE VALLEY COMMUNITY FOUNDATION
56 EDWARDS VILLAGE BLVDEDWARDSCO81632NONEPCFOR OPERATIONS$2,500
ECHO HORIZON FUND
3430 MCMANUS AVENUECULVER CITYCA90232NONEPCFOR OPERATIONS$5,000
COMMON GROUND
5113 S HARPER AVECHICAGOIL60615NONEPCFOR OPERATIONS$5,000
COUNT BASSIE THEATRE
99 MONMOUTH STREETRED BANKNJ07701NONEPCFOR OPERATIONS$20,000
CUNY JOURNALISM FOUNDATION
219 W 40TH STREETNEW YORKNY10018NONEPCFOR OPERATIONS$20,000
DAMON RUNYON CANCER FOUNDATION
55 BROADWAYNEW YORKNY10066NONEPCFOR OPERATIONS$5,000
DEAL FIRE COMPANY #2 LADIES AUXILIARY
110 BRIGHTON AVENUEDEALNJ07723NONEPCFOR OPERATIONS$10,000
DEAL'S POLICEMAN'S BENEVOLENT ASSOCIATION
190 NORWOOD AVEDEALNJ07723NONEPCFOR OPERATIONS$10,000
DUKE UNIVERSITY
CAMPUS DRIVEDURHAMNC27708NONEPCFOR OPERATIONS$230,000
ECDO INC
413 W 125 STREETNEW YORKNY10027NONEPCFOR OPERATIONS$3,500
GO CAMPAIGN
2309 SANTA MONICA BLVDSANTA MONICACA90404NONEPCFOR OPERATIONS$5,000
EBERON FIRST AID
203 ELBERT STREETELBERTONGA30635NONEPCFOR OPERATIONS$10,000
EVERYTOWN FOR GUN SAFETY SUPPORT FUND
450 LEXINGTON AVENUENEW YORKNY10022NONEPCFOR OPERATIONS$10,000
FRIENDS OF THE LA PHILARMONIC
151 SOUTH GRAND AVELOS ANGELESCA90012NONEPCFOR OPERATIONS$75,000
GEORGE BUSH FOUNDATION
PO BOX 14141COLLEGE STATIONTX77841NONEPCFOR OPERATIONS$25,000
GHETTO FILM SCHOOL
79 ALEXANDER AVEBRONXNY10454NONEPCFOR OPERATIONS$5,000
GIRL SCOUTS OF NEW YORK
420 FIFTH AVENUENEW YORKNY10018NONEPCFOR OPERATIONS$5,000
GOOD FOUNDATION
306 W 37 STREETNEW YORKNY10018NONEPCFOR OPERATIONS$175,000
GREENWICH FIRE DEPARTMENT
15 HAVEMEYER PLGREENWICHCT06830NONEPCFOR OPERATIONS$12,500
THE GREEN SPACE
44 CHARLTON STREETNEW YORKNY10014NONEPCFOR OPERATIONS$2,500
HARVARD UNIVERSITY
124 MT AUBURN STREETCAMBRIDGEMA02138NONEPCFOR OPERATIONS$20,000
IECA FOUNDATION
3251 OLD LEE HIGHWAYFAIRFAXVA22030NONEPCFOR OPERATIONS$15,000
HOLY FAMILY DAY HOME
299 DOLORES STSAN FRANCISCOCA94103NONEPCFOR OPERATIONS$1,000
JUMP START
308 CONGRESS STREETBOSTONMA02210NONEPCFOR OPERATIONS$45,000
KAUFMAN MUSIC CENTER
129 W 67 STREETNEW YORKNY10023NONEPCFOR OPERATIONS$5,000
KOKUA HAWAII FOUNDATION
POB 866HALEIWAHI96712NONEPCFOR OPERATIONS$20,000
LA GOAL
4911 OVERLAND AVENUECULVER CITYCA90230NONEPCFOR OPERATIONS$10,000
HUDSON RIVER PARK FRIENDS
353 WEST STREETNEW YORKNY10013NONEPCFOR OPERATIONS$20,000
LINCOLN CENTER FOR THE PERFORMING ARTS
LINCOLN CENTER PLAZANEW YORKNY10023NONEPCFOR OPERATIONS$20,000
LONG BRANCH PBA LOCAL 10
1 MADISON AVELONG BRANCHNJ07740NONEPCFOR OPERATIONS$10,000
LUZ DEL CIELO FOURSQUARE CHURCH
1350 W JEFFERSON STREETLOS ANGELESCA90007NONEPCFOR OPERATIONS$4,000
MANHATTAN THEATRE CLUB
311 WEST 43 STREETNEW YORKNY10036NONEPCFOR OPERATIONS$10,000
MAYO CLINIC
200 FIRST ST SWROCHESTERMN55905NONEPCFOR OPERATIONS$15,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065NONEPCFOR OPERATIONS$60,000
MONMOUTH MEDICAL CENTER FOUNDATION
300 2ND AVENUELONG BRANCHNJ07740NONEPCFOR OPERATIONS$50,000
MOUNT SINAI
1648 MADISON AVENEW YORKNY10029NONEPCFOR OPERATIONS$54,000
MUSICARES
156 W 56 STREETNEW YORKNY10019NONEPCFOR OPERATIONS$20,000
NEW YORK HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORKNY10024NONEPCFOR OPERATIONS$25,000
NEW YORK PUBLIC RADIO
445 FIFTH AVENUENEW YORKNY10016NONEPCFOR OPERATIONS$10,000
NORTHSIDE CENTER
1475 PARK AVENUENEW YORKNY10029NONEPCFOR OPERATIONS$20,000
NY PHILAMONIC
10 LINCOLN CENTERNEW YORKNY10023NONEPCFOR OPERATIONS$15,000
KIPP FOUNDATION
1501 BROADWAYNEW YORKNY10036NONEPCFOR OPERATIONS$20,000
NY PUBLIC LIBRARY
476 5TH AVENEW YORKNY10018NONEPCFOR OPERATIONS$72,700
OPENING ACT
81 PROSPECT STREETBROOKLYNNY11201NONEPCFOR OPERATIONS$31,000
OUR HOUSE-GRIEF SUPPORT CENTER
1663 SAWTELLE RDLOS ANGELESCA90025NONEPCFOR OPERATIONS$5,000
PARK CENTURY SCHOOL
3939 LANDMARK STREETCULVER CITYCA90232NONEPCFOR OPERATIONS$100,000
PARTNERSHIP SCHOOLS
1011 FIRST AVENUENEW YORKNY10022NONEPCFOR OPERATIONS$5,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 97166WASHINGTONDC20090NONEPCFOR OPERATIONS$60,000
POLICE ATHLETIC LEAGUE
34 1/2 EAST 12 STNEW YORKNY10003NONEPCFOR OPERATIONS$5,000
PUBLICOLOR
20 W 36TH STREETNEW YORKNY10018NONEPCFOR OPERATIONS$5,000
RAMAPO FOR CHILDREN
49 W 38 STNEW YORKNY10018NONEPCFOR OPERATIONS$30,000
RISING TREETOPS AT OAKHURST
1140 BROADWAYNEW YORKNY10001NONEPCFOR OPERATIONS$10,000
ROCKEFELLER UNIVERSITY
1230 YORK AVENEW YORKNY10065NONEPCFOR OPERATIONS$25,000
SILVER SHIELD FOUNDATION
870 UNITED NATIONS PLAZANEW YORKNY10017NONEPCFOR OPERATIONS$5,000
SMITHONIAN INSTITUTION
POB 37012WASHINGTONDC20013NONEPCFOR OPERATIONS$50,000
LONG BRANCH HISTORICAL MUSEUM
1260 OCEAN AVE NLONG BRANCHNJ07740NONEPCFOR OPERATIONS$10,000
LUNG CANCER RESEARCH
501 7TH AVENEW YORKNY10018NONEPCFOR OPERATIONS$1,000
ST LAWRENCE UNIVERSITY
23 ROMODA DRCANTONNY13617NONEPCFOR OPERATIONS$50,000
MUSEUM OF MODERN ART
11 WEST 53 STREETNEW YORKNY10019NONEPCFOR OPERATIONS$150,000
STEADMAN PHILPPON RESEARCH INSTITUTE
181 W MEADOW DRVAILCO81657NONEPCFOR OPERATIONS$20,000
STEEP ROCK ASSOCIATION
POB 279WASHINGTON DEPOTCT06794NONEPCFOR OPERATIONS$5,000
STREET POETS
2116 ARLINGTON AVELOS ANGELESCA90018NONEPCFOR OPERATIONS$5,000
SUCCESS ACADEMY CHARTER SCHOOL
95 PINE STREETNEW YORKNY10005NONEPCFOR OPERATIONS$10,000
TEACHING BEYOND THE SQUARE
130 EAST 16 STREETNEW YORKNY10003NONEPCFOR OPERATIONS$5,000
THE ALZHEIMER'S ASSOCIATION
60 EAST 42 STREETNEW YORKNY10165NONEPCFOR OPERATIONS$35,000
THE AMERICAN FILM INSTITUTE
2021 N WESTERN AVELOS ANGELESCA90027NONEPCFOR OPERATIONS$30,000
THE AMERICAN MUSEUM OF NATURAL HISTORY
200 CENTRAL PARK WESTNEW YORKNY10024NONEPCFOR OPERATIONS$50,000
THE ASPEN INSTITUTE
477 MADISON AVENUENEW YORKNY10022NONEPCFOR OPERATIONS$25,000
THE CENTER FOR EARLY EDUCATION
563 N ALFRED STHOLLYWOODCA90048NONEPCFOR OPERATIONS$320,000
THE CHILDREN'S RANCH
4007 VERDANT STREETLOS ANGELESCA90039NONEPCFOR OPERATIONS$5,000
THE DRAWING CENTER
35 WOOSTER STREETNEW YORKNY10013NONEPCFOR OPERATIONS$5,000
MY FRIENDS PLACE
1623 NOSTRAND AVEBROOKLYNNY11226NONEPCFOR OPERATIONS$5,000
OUR LADY OF LOURDES
468 W 143 STREETNEW YORKNY10031NONEPCFOR OPERATIONS$6,167
STEP UP WOMENS CENTER
510 SOUTH HEWITT STREETLOS ANGELESCA90013NONEPCFOR OPERATIONS$5,000
THE JOAN DANCY & PALS FOUNDATION
1 RIVERVIEW PLAZARED NECKNJ07701NONEPCFOR OPERATIONS$5,000
THE KEEWAYDIN FOUNDATION
950 W SHORE RDSALISBURYVT05769NONEPCFOR OPERATIONS$115,000
THE LEUKEMIA & LYMPHOMA SOCIETY
POB 98018WASHINGTONDC20090NONEPCFOR OPERATIONS$5,000
THE MISFITS INC
425 W 18TH STREETNEW YORKNY10011NONEPCFOR OPERATIONS$10,000
TEMPLE BETH MIRIAM
180 S LINCOLN AVELONG BRANCHNJ07740NONEPCFOR OPERATIONS$15,000
THE NEW YORK PHYSICIANS FOUNDATION
635 MADISON AVENEW YORKNY10022NONEPCFOR OPERATIONS$25,000
THE OAKWOOD SCHOOL
4000 MACGREGOR DOWNS RDGREENVILLENC27834NONEPCFOR OPERATIONS$125,000
THE OCEAN CLEAN UP NORTH PACIFIC FOUNDATION
100 WALL STREETNEW YORKNY10005NONEPCFOR OPERATIONS$10,000
THE PALEY CENTER FOR MEDIA
25 W 52 STREETNEW YORKNY10019NONEPCFOR OPERATIONS$100,000
THE PUBLIC THEATER
425 LAFAYETTE STREETNEW YORKNY10003NONEPCFOR OPERATIONS$25,000
THE TREVOR PROJECT
POB 69232WEST HOLLYWOODCA90069NONEPCFOR OPERATIONS$10,000
TRINITY SCHOOL
139 W 91 STREETNEW YORKNY10024NONEPCFOR OPERATIONS$55,000
THE CHILDRENS HOSPITAL
4650 SUNSET BLVDLOS ANGELESCA90027NONEPCFOR OPERATIONS$25,000
UNTERMYER GARDENS CONSERVANCY
945 N BROADWAYYONKERSNY10701NONEPCFOR OPERATIONS$7,500
THE METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENEW YORKNY10028NONEPCFOR OPERATIONS$100,000
VAIL HEALTH FOUNDATION
181 W MEADOW DRIVEVAILCO81657NONEPCFOR OPERATIONS$20,000
VAIL INTERNATIONAL HOCKEY
232 WEST MEADOW DRIVEVAILCO91657NONEPCFOR OPERATIONS$5,000
VAIL VALLEY FOUNDATION
90 W BENCHMARK RDAVONCO81620NONEPCFOR OPERATIONS$25,000
VERMONT YOUTH CONSERVATION CORPS
1949 E MAIN STRICHMONDVT05477NONEPCFOR OPERATIONS$6,000
WASHINGTON MONTESSORI SCHOOL
240 LITCHFIELD TURNPIKENEW PRESTONCT06777NONEPCFOR OPERATIONS$2,500
WASHINTON VOLUNTEER FIRE DEPARTMENT
109 BEE BROOK ROADWASHINGTON DEPOTCT06794NONEPCFOR OPERATIONS$12,500
WEILL CORNELL MEDICAL COLLEGE
520 EAST 70 STREETNEW YORKNY10065NONEPCFOR OPERATIONS$40,000
TRIBECA FILM INSTITUTE
32 6TH AVENEW YORKNY10013NONEPCFOR OPERATIONS$10,000
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STNEW YORKNY10014NONEPCFOR OPERATIONS$100,000
WORLD WILDLIFE FUND
1250 24TH ST NWWASHINGTONDC20037NONEPCFOR OPERATIONS$5,000
UNIVERSITY OF MD COLLEGE PARK
CAMPUSCOLLEGE PARKMD20742NONEPCFOR OPERATIONS$30,000
URBAN UPBOUND
38-81 13TH STREETQUEENSNY11101NONEPCFOR OPERATIONS$1,000
WOHELO CAMPS
25 FIRE LANERAYMONDME04071NONEPCFOR OPERATIONS$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,666,867TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$58,338ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$604,067ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,732,776ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$452,115ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,847,296ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,847,296TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO CODE SEC. 4942(H) AND REG 53.4942(A)-3(D)(2) THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEARS 2021 IN THE FOLLOWING AMOUNT: TAX YEAR AMOUNT 2021 $40,300ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1 SHARE ORION REFINING$1$1
2 SHARES MACAU CAPITAL$1$1

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (45 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AG CAPITAL RECOVERY VII HOLDINGS, LPAT COST$41,790$0
AG DIVERSIFIED INCOME FUND PLUS, LTDAT COST$4,264$0
AG CORPORATE CREDIT OPPORTUNITIES, LTDAT COST$10,827,168$9,577,926
AG ENERGY PARTNERS II, L.P.AT COST$1,062,171$1,081,458
AG EUROPE REALTY HOLDINGS, L.P.AT COST$0$152,482
AG NET LEASE REALTY FUND III, LPAT COST$1,284,533$1,415,130
AG OPPORTUNISTIC WHOLE LOAN FUND, LPAT COST$103,629$391,785
PRIVATE EQUITY US OPPORTUNITIES II LPAT COST$382,157$216,450
EAGLE RANCH LOT INVESTORS, LLCAT COST$1,188,330$674,114
FS EQUITY PARTNERS VII LPAT COST$1,746,244$1,573,456
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND I LPAT COST$1,161,032$715,523
SHEA VETURES OPPORTUNITY FUND B-II, LPAT COST$639,065$574,767
SHEA VENTURES OPPORTUNITY FUND II, LPAT COST$702,337$269,945
TATIRA 2, LLCAT COST$1,194,738$0
EDGEWOOD GROWTH FUNDAT COST$616,480$775,846
FIDELITY 500 INDEXAT COST$3,593,745$5,169,623
HEALTH CARE SELECT SECTORAT COST$390,486$533,832
INVESCO QQQ TRUST 1AT COST$778,603$1,107,614
ISHARES RUSSELL 1000 VALUEAT COST$743,742$887,678
PARNASSUS CORE EQUITYAT COST$760,274$1,005,097
VANGUARD FINANCIALSAT COST$311,491$528,914
VANGUARD MID-CAPAT COST$300,464$473,363
FIDELITY INTERNATIONAL INDEXAT COST$1,147,910$1,416,146
OAKMARK INTERNATIONALAT COST$488,131$630,695
ISHARES MSCI JAPAN ETFAT COST$623,514$671,944
T ROWE PRICE JAPAN FUNDAT COST$110,180$120,687
T ROWE PRICE NEW ASIAAT COST$352,067$355,841
ISHARES CORE MSCI EMERGINGAT COST$1,129,913$1,231,440
ISHARES MSCI INDIA ETFAT COST$158,867$233,280
MATTHEWS CHINA FUNDAT COST$254,139$228,414
COHEN & STEERS REAL ESTATEAT COST$781,039$1,115,767
ISHARES GOLD TRUSTAT COST$135,461$140,876
PIMCO COMMODITY STRATAT COST$612,836$606,507
DODGE & COX INCOMEAT COST$467,469$448,485
DOUBLELINE TOTAL RETURNAT COST$337,764$329,858
PIMCO TOTAL RETURN FUNDAT COST$377,321$361,916
SCHWAB U.S. TIPS ETFAT COST$512,320$527,962
VANGUARD TOTAL BOND MARKETAT COST$355,615$345,728
INDUSTRIAL SELECT SECT SPDRAT COST$279,559$319,652
VANECK OIL SERVICESAT COST$327,396$310,162
VANGUARD FTSE EUROPEAT COST$964,266$1,052,602
ISHARES MSCI CHINAAT COST$108,187$98,800
JPM MANAGED INCOMEAT COST$432,178$430,886
VANGUARD SHORT-TERM TIPSAT COST$203,507$202,516
AG PARTNER INVESTMENTS L.P.AT COST$38,383,570$37,027,276

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$6,780LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,780DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$80,382$80,382$0
FILING FEES$3,000$0$30,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
AG DIVERSIFIED INCOME FUND PLUS, LTD- PFIC- ORDINARY INCOME- SEE FORM 8621$23,416$23,416$23,416
AG NET LEASE REALTY FUND III, L.P.$77,539$77,539$77,539
AG OPPORTUNISTIC WHOLE LOAN FUND LP$3,304$3,304$3,304
AG PARTNER INVESTMENTS L.P.$7,073,905$7,073,905$7,073,905
EAGLE RANCH LOT INVESTORS, LLC$188,244$188,244$188,244
FS EQUITY PARTNERS VII LP$599,853$599,853$599,853
PRIVATE EQUITY US OPPORTUNITIES II, LP$92,012$92,012$92,012
REVERENCE CAPITAL PARTNERS OPP FUND I LP$299,568$299,568$299,568
SHEA VENTURES OPPORTUNITY FUND B-II, LP$245,442$245,442$245,442
TATIRA 2, LLC$0$0$0
AG CORPORATE CREDIT OPPORTUNITIES FUND LTD- SEE FORM 8621$1,901,572$1,901,572$1,901,572
AG EUROPE REALTY HOLDINGS, LP- SEE FORM 8621$203,568$203,568$203,568
AG CAPITAL RECOVERY VII HOLDINGS LP- SEE FORM 8621$0$0$0
AG ENERGY PARTNERS II, LP$24,353$24,353$24,353

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
AG ENERGY PARTNERS L.P.$33,803$0
AG SF (L) LP$97,814$101,521
AG EUROPE REALTY HOLDINGS, L.P.$0$90,045

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NEW YORK STATE TAX$4,590$0$0
FOREIGN TAXES$9,760$9,760$0

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