GOLDMAN-SONNENFELDT FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
GOLDMAN-SONNENFELDT FOUNDATION INC (EIN 13-3997780)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202243199349109484
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)
Return2022-11-15T18:59:34-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161131146PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BONADIO & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11040 AVENUE OF THE AMERICAS FL3AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133997780EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GOLDMAN-SONNENFELDT FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGOLDBusinessNameControlTxt
Phone2126002854PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11040 6TH AVENUE 3RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL W SONNENFELDTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126002854PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastSONNENFELDTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCASEY GANERPreparerPersonNm
PTINP01646771PTIN
Phone2126002854PhoneNum
Preparation2022-11-15PreparationDt

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$22,428,979FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,319,403ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$237,079InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$237,079InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$48,937DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,937DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,270,254NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,958,582GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,270,254CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$555,805OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$555,805OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$12,431,478TotalRevAndExpnssAmt
Total Net Invst Incm$8,112,075TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$24,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$16,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$832TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,549OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,406OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,143OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,381TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,406TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,143TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,887,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,887,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,925,231TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,406TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,904,993TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,506,247ExcessRevenueOverExpensesAmt
Net Investment Income$8,092,669NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,299,253CashBOYAmt
Cash EOY$6,430,270CashEOYAmt
Cash EOYFMV$6,430,270CashEOYFMVAmt
Other Investments BOY$9,260,323OtherInvestmentsBOYAmt
Other Investments EOY$17,083,856OtherInvestmentsEOYAmt
Other Investments EOYFMV$15,268,669OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,083,002OtherAssetsBOYAmt
Other Assets EOY$730,040OtherAssetsEOYAmt
Other Assets EOYFMV$730,040OtherAssetsEOYFMVAmt
Total Assets BOY$13,642,578TotalAssetsBOYAmt
Total Assets EOY$24,244,166TotalAssetsEOYAmt
Total Assets EOYFMV$22,428,979TotalAssetsEOYFMVAmt
Other Liabilities BOY$123,617OtherLiabilitiesBOYAmt
Other Liabilities EOY$218,958OtherLiabilitiesEOYAmt
Total Liabilities BOY$123,617TotalLiabilitiesBOYAmt
Total Liabilities EOY$218,958TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$13,518,961NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$24,025,208NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$13,518,961TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,025,208TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,642,578TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,244,166TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,518,961TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,506,247ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$24,025,208SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$24,025,208TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PALOMA PARTNERSP2015-12-312021-01-20$5,852,418$1,083,002$4,769,416$4,769,416
EXACTEARTH DONATED SECURITY SOLD FOR CHARITABLE PURPOSESP2021-12-082021-12-10$4,085,191$4,028,771$56,420$56,420
MILLENNIUM INTL LTDP2015-12-312021-01-20$2,310,658$576,555$1,734,103$1,734,103
CAPITAL GAINS DIVIDENDSP$710,315$710,315$710,315
FieldValueIRS element (for citing)
Capital Gain Net Income$7,270,254CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$112,488InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$112,488SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$112,488TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$21,196EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$54,063ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$75,259TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$37,229TaxDueAmt

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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
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 AddressN/AWebsiteAddressTxt
Individual With BooksTHE BONADIO GROUPIndividualWithBooksNm
Phone2126002854PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11040 6TH AVENUE 3RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHLEEN DUNLEAVY
C/O BONADIO 1040 6TH AVE 3RD FLNEW YORKNY10018ASSISTANT SECRETARY0.00$0$0$0
RUTH BENDER
C/O BONADIO 1040 6TH AVE 3RD FLNEW YORKNY10018SECRETARY0.00$0$0$0
KATJA B GOLDMAN
C/O BONADIO 1040 6TH AVE 3RD FLNEW YORKNY10018TRUSTEE0.00$0$0$0
PETER JOSEPH
C/O BONADIO 1040 6TH AVE 3RD FLNEW YORKNY10018VICE PRESIDENT0.00$0$0$0
MICHAEL SONNENFELDT
C/O BONADIO 1040 6TH AVE 3RD FLNEW YORKNY10018PRESIDENT0.00$0$0$0
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$15,270,466AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,334,377AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,604,843TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,604,843AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$324,073CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,280,770NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,064,039MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,064,039MinimumInvestmentReturnAmt
Tax Based On Investment Income$112,488TaxBasedOnInvestmentIncomeAmt
Total Tax$112,488TotalTaxAmt
Distributable Before Adj$951,551DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$951,551DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$951,551DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,904,993ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,904,993QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$951,551DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$936,808ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,001,437ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$1,938,245TotalExcessDistributionCyovAmt
Qualifying Distributions$1,904,993QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$951,551AppliedToCurrentYearAmt
Remaining Distri From Corpus$953,442RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,891,687TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$936,808ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,954,879ExcessDistriCyovToNextYrAmt
Excess From Year4$1,001,437ExcessFromYear4Amt
Excess From Current Year$953,442ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMICHAEL SONNENFELDTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O BONADIO 1040 6TH AVE 3RD FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2126002854RecipientPhoneNum
Recipient Email AddressRGANER@BONADIO.COMRecipientEmailAddressTxt
Form And Info And MaterialsWRITTEN APPLICATION WITH DETAILS ON PROPOSALSFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
350ORG
PO BOX 843004BOSTONMA022843004N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
2164 PHILANTHROPY
445 PARK AVE SUITE 16ANEW YORKNY10022N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
ADIRONDACK MT CLUB
301 HAMILTON STREETALBANYNY12210N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
ALZHEIMERS ASSOCOCIATION
322 8TH AVE 16TH FLOORNEW YORKNY10001N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$360
AMERICAN ALYN HOSPITAL
122 E 42ND STREET 1519NEW YORKNY10017N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$12,500
AMERICAN FRIENDS OF TEL AVIV UNIVERSITY
8 W 40TH ST 8TH FLNEW YORKNY10018N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$10,000
AMERICAN FRIENDS OF YAHAD-IN UNUM
25 WEST 45TH STREET SUITE 1405NEW YORKNY10036N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$36,000
AMERICAN JEWISH COMMITTEE
PO BOX 7247PHILADELPHIAPA19170N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$15,000
AMERICAN RED CROSS
520 W 49TH STREETNEW YORKNY10019N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$20,000
ASIA SOCIETY
725 PARK AVENUENEW YORKNY10021N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$90,000
BOYS TOWN JERUSALEM
209 W 29TH STREET SUITE 6250NEW YORKNY10001N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
BROTHERHOOD SISTERSOL
140 HAMILTON PLACENEW YORKNY10031N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$35,000
BURN PITS 360
201 N 4TH STREETROBSTOWNTX78380N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,800
CARE
115 BROADWAY 5TH FLOORNEW YORKNY10006N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
CENTER FOR AMERICAN PROGRESS
1333 H ST NW SUITE 100EWASHINGTONDC20005N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$100,000
CENTER FOR LARGE LANDSCAPE CONSERVATION
303 W MENDENHALL ST 4BOZEMANMT59715N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
CENTER FOR NEW AMERICAN SECURITY
1152 15TH ST STE 950WASHINGTONDC20005N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$100,000
CENTRAL PARK CONSERVANCY
14 E 60TH STNEW YORKNY10022N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$25,000
CHARITY WATER
40 WORTH ST SUITE 829NEW YORKNY10013N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
CITIZENS' COMMITTEE FOR CHILDREN
14 WALL ST 4ENEW YORKNY10005N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
CLEAN AIR TASK FORCE
114 STATE STREET 6TH FLOORBOSTONMA02109N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$6,000
CLIMATE PSYCHIATRY ALLIANCE
14 WALL ST 4ENEW YORKNY10005N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$3,000
CLIMATE REALITY PROJECT
14 WALL ST 4ENEW YORKNY10005N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
COLORADO STATE UNIVERSITY FOUNDATION
UNIVERSITY SERVICES CENTER 300FORT COLLINSCO80523N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
COMMON GOOD
111 BROADWAY SUITE 1005NEW YORKNY10006N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$10,000
COMMUNITY ENVIRONMENTAL COUNCIL
1219 STATE ST SUITE ASANTA BARBARACA93101N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$2,000
COMMUNITY SECURITY SERVICE
99 WALL ST 3690NEW YORKNY10005N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
CONCERN WORLDWIDE INC
355 LEXINGTON AVE 16TH FLOORNEW YORKNY10017N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
CSPI
1220 L ST NW 300WASHINGTONDC20005N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
EARTHJUSTICE
48 WALL ST FL 15NEW YORKNY10005N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$4,000
ECOAMERICA
1730 RHODE ISLAND AVE NW 200WASHINGTONDC20036N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$25,000
EMORY UNIVESITY
201 DOWMAN DRATLANTAGA30322N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
ENVIRONMENTAL DEFENSE FUND
257 PARK AVE SNEW YORKNY10010N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$2,000
FAMILIES SAGA
257 PARK AVE SNEW YORKNY10010N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
FOOTPRINT PROJECT
1964 RAHNCLIFF COURT SUITE 22068EAGANMN55122N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
FORDHAM UNIVERSITY WFU
113 W 60TH STNEW YORKNY10023N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$700
FRIENDSJIMM
903 PARK AVENEW YORKNY10075N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
GETTING OUT AND STAYING OUT
201A E 124TH STNEW YORKNY10035N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
GIVEPOWER FOUNDATION
415 E ST ELMO ROAD UNIT 1AUSTINTX78745N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
GMHC
307 W 38TH STNEW YORKNY10018N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$10,000
GODDARD RIVERSIDE COMMUNITY CENTER
593 COLUMBUS AVENEW YORKNY10024N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
GREENPEACE
702 H STREET NW SUITE 300WASHINGTONDC20001N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
GRIST
1501 E MADISON STREET SUITE 650SEATTLEWA98122N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
HARLEM LACROSSE AND LEADERSHIP
8 WEST 126TH STREETNEW YORKNY10027N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
HARLEM VILLAGE ACADEMIES
132 W 124TH STNEW YORKNY10027N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$60,000
HAYGROUND SCHOOL
151 MITCHELL LNBRIDGEHAMPTONNY11932N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$10,000
HIGHER UP TEXAS
1621 FM 517 RD E SUITE ADICKINSONTX77539N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
INTEGRITY FIRST FOR AMERICA
P O BOX 1831NEW YORKNY10156N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$35,000
LONGHOUSE RESERVE
133 HANDS CREEK RDEAST HAMPTONNY11937N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$43,700
MAYO CLINIC
200 FIRST ST SWROCHESTERMN55905N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$25,000
MCDOWELL SONORAN CONSERVANCY
15300 N 90TH STREET UNIT 400SCOTTSDALEAZ85260N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$100,000
MET OPERA
30 LINCOLN CENTER PLAZANEW YORKNY10023N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$50,000
MIT
600 MEMORIAL DRIVE W98-200CAMBRIDGEMA02139N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$100,000
MOTE MARINE LABORATORY
1600 KEN THOMPSON PKWYSARASOTAFL34236N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
NATIONAL ECONOMIC EDUCATION DELEGATION
11 RAFAEL DRSAN RAFAELCA94901N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
NATURAL AREAS CONSERVANCY
1234 5TH AVENEW YORKNY10029N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
NATURE CONSERVANCY
4245 NORTH FAIRFAX SUITE 100ARLINGTONVA22203N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$6,000
NEW ISRAEL FUND
PO VOX 70358PHILADELPHIAPA19176N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$10,000
NEW NEXUS
5101 SANTA MONICA BLVD SUITE 8 PMBLOS ANGELLESCA90029N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000137
NEW VENTURE FUND
1201 CONNECTICUT AVE NW SUITE 300WASHINGTONDC20036N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$2,000
NEW YORK PRESBYTERIAN FUND
850 THIRD AVE 12TH FLOORNEW YORKNY10022N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$100,000
NISKANEN CENTER
820 FIRST STREET NE SUITE 675WASHINGTONDC20002N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$25,000
NOLS
1690 E 2000 SDRIGGSID83422N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$10,000
NRDC
40 W 20TH ST 11THNEW YORKNY10011N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$77,000
OCEAN CONSERVANCY
1300 19TH STREET NW 8TH FLOORWASHINGTONDC20036N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
PACIFIC ENVIRONMENT
473 PINE STREET THIRD FLOORSAN FRANCISCOCA94104N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
PARRISH ART MUSEUM
279 MONTAUK HIGHWAYWATER MILLNY11976N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
PECONIC LAND TRUST
296 HAMPTON ROADSOUTHAMPTONNY11968N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
PROJECT DRAWDOWN
PO BOX 83009WOBURNMA01813N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
PROJECT KESHER
2660 BROADWAY SUITE 16NEW YORKNY10025N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
RAINFOREST ALLIANCE
27 E 28TH STREET 8TH FLOORNEW YORKNY10016N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
REPORTERS COMMITTEE
1156 15TH STREET NW SUITE 1020WASHINGTONDC20005N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,800
RICHARD TUCKER FOUNDATION
1790 BROADWAY SUITE 715NEW YORKNY10019N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$10,000
RMI
2490 JUNCTION PLACE SUITE 200BOULDERCO80301N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$2,000
SAVE THE SOUND
900 CHAPEL STREET UPPER MEZZANINENEW HAVENCT06510N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
SCOPE
1715 W FLORENCE AVELOS ANGELLESCA90047N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$100
SEARCH FOR COMMON GROUND
1730 RHODE ISLAND AVE NW SUITE 1101WASHINGTONDC20036N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$150,000
SHATTERPROOF
101 MERRITT 7 CORPORATE PARK 1ST FLNORWALKCT06851N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
SIERRA CLUB
1 PENNSYLVANIA PLAZA SUITE 6285NEW YORKNY10119N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$6,000
SOUTHAMPTON HOSPITAL FOUNDATION
40 W MAIN STSOUTHHAMPTONNY11968N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
TEMPLE ADAS ISRAEL
PO BOX 1378SAG HARBORNY11963N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,800
THE ACTORS FUND
729 SEVENTH AVENUE 10TH FLOORNEW YORKNY10019N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$3,600
THE AMERICAN INDEPENDENT FOUNDATION
800 MAINE AVE SW SUITE 500WASHINGTONDC20024N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$25,000
THE INVESTIGATIVE PROJECT
5614 CONNECTICUT AVE NW SUITE 341WASHINGTONDC20015N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
THE ISEF FOUNDATION
520 8TH AVENUE 4TH FLOORNEW YORKNY10018N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$5,000
THE JEWISH MUSEUM
1109 5TH AVENEW YORKNY10128N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$23,000
THE OCEAN CLEANUP
DEPT LA 24875PASADENACA91185N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
THE PUBLIC THEATER
425 LAFAYETTE STREETNEW YORKNY10003N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,250
THE WASHINGTON INSTITUTE
1111 19TH STREET NW SUITE 500WASHINGTONDC20036N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$10,000
TRUAH
266 W 37TH STREET SUITE 803NEW YORKNY10018N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$180
TSC NYC MARATHON
320 WEST 57TH STREETNEW YORKNY10019N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$360
UJA-FEDERATION OF NEW YORK
130 E 59TH STNEW YORKNY10022N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$100,000
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARECAMBRIDGEMA02138N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$26,000
UNIVERSITY OF COLORADO
1800 GRANT STREET SUITE 725DENVERCO80203N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
URBAN GLASS
647 FULTON STREET 3RD FLOORBROOKLYNNY11217N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$20,000
URBAN OCEAN LAB
370 JAY STREET 7TH FLOORBROOKLYNNY11201N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$4,000
VERTUE LAB
PO BOX 212PORTLANDOR97207N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
WEST HARLEM ENVIORNMENTAL ACTION
1854 AMSTERDAM AVE 2ND FLOORNEW YORKNY10031N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREETNEW YORKNY10014N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$226,600
WIKIMEDIA
1 MONTGOMERY ST SUITE 1600SAN FRANCISCOCA94104N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$100
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037N/AOTHER PUBLIC CHARITYEDUCATIONAL AND CHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,887,850TotalGrantOrContriPdDurYrAmt
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$237,079ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,937ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$555,805ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,270,254ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,112,075ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,112,075TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMUUS AND COMPANYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREET SUITE 915AddressLine1Txt
CitySOUTH NORWALKCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06854ZIPCd
FieldValueIRS element (for citing)
Total Contributions$4,319,403TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyEXACTEARTH SECURITIESNoncashPropertyDesc
Fair Market Value$4,319,403FairMarketValueAmt
Received2021-12-08ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$24,000Amt
Net Investment Income$8,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$16,000DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOLUB CAPITAL PARTNERSAT COST$455,212$449,481
TITANAT COST$500,000$500,000
GACP IIAT COST$753,641$753,641
NINETEEN77 ENVIRONMENTAL FOCUS FUNDAT COST$5,000,000$3,206,295
AG CREDITAT COST$3,254,339$3,254,339
BROOKLYN COMMUNITY BAIL FUNDAT COST$100,000$100,000
DIRT CAPITALAT COST$168,359$168,359
DORCHESTER VAT COST$2,170,463$2,170,463
HELIOGENAT COST$250,000$250,000
AIC INCOMEAT COST$3,744,958$3,723,164
KG CO-INVESTMENT OPPORTUNITY FUND LPAT COST$8,431$14,474
SPIRE GLOBALAT COST$678,453$678,453

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLEDesc
BOY Book Value$1,083,002BOYBookValueAmt
EOY Book Value$730,040EOYBookValueAmt
EOYFMV$730,040EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GRANT RELATED EXPENSES$1,143$0$1,143
INVESTMENT EXPENSES$11,406$11,406$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
GOLUB PFIC ORDINARY INCOME$112,967$112,967$112,967
OTHER PARTNERSHIP INCOME$442,838$442,838$442,838

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
CREDIT CARD PAYABLE$35,100$90,180
OTHER PAYABLES$88,517$128,778

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES PAIDCategoryTxt
Amt$832Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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