LUESTHER T MERTZ CHARITABLE TR: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LUESTHER T MERTZ CHARITABLE TR (EIN 13-7049014)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-03-26
- IRS object ID
- 202110859349300216
- Schema version
- 2019v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-26T10:14:07-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137049014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUESTHER T MERTZ CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUES | BusinessNameControlTxt |
| Phone | 2124751137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 EAST 18TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY E CONDON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124751137 | PhoneNum |
| Signature | 2021-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN CRESCI | PreparerPersonNm |
| PTIN | P01268493 | PTIN |
| Phone | 2126972299 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GOLDEN BECKNER JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 EAST 18TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $69,788,303 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE MISSION STATEMENT ON PAGE 2, PART III, LINE 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $4,424,019 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,601,554 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,228,061 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,968,264 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $21,228,061 | PYTotalRevenueAmt |
| CY Total Revenue | $6,968,264 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,650,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $29,250,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,874,179 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,880,372 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,755,961 | PYOtherExpensesAmt |
| CY Other Expenses | $1,566,104 | CYOtherExpensesAmt |
| PY Total Expenses | $15,280,140 | PYTotalExpensesAmt |
| CY Total Expenses | $32,696,476 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,947,921 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$25,728,212 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $117,972,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,333,964 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $117,972,027 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $94,333,964 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE TRUST IS A TESTAMENTARY CHARITABLE TRUST UNDER NEW YORK LAW AND IS A SO-CALLED "SUPPORTING ORGANIZATION" DESCRIBED IN SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. THE SOLE EXEMPT PURPOSE AND ACTIVITY OF THE TRUST IS TO SUPPORT DIRECTLY FOURTEEN PUBLICLY SUPPORTED CHARITIES WHICH ARE NAMED IN THE TRUST'S GOVERNING INSTRUMENT WHICH REQUIRES THAT ALL NET INCOME OF THE TRUST BE DISTRIBUTED TO PROVIDE ESSENTIAL SUPPORT FOR A SUBSTANTIAL PROGRAM OR ACTIVITY OF ONE OR MORE OF THE NAMED BENEFICIARY ORGANIZATIONS. DURING THE TRUST'S FISCAL YEAR ENDED NOVEMBER 30, 2020, DISTRIBUTIONS, ALL IN CASH, WERE MADE TO BENEFICIARY ORGANIZATIONS NAMED IN THE TRUST'S GOVERNING INSTRUMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $30,310,303 | ExpenseAmt |
| Grant | $29,250,000 | GrantAmt |
| Desc | $29,250,000 IN DISTRIBUTIONS WERE PAID TO 11 ORGANIZATIONS NAMED IN THE TRUST'S GOVERNING INSTRUMENT. | Desc |
| Total Program Service Expenses | $30,310,303 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARRY E CONDON TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124751137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 EAST 18TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|
| LARRY E CONDON | ||||||
| TRUSTEE | 40.00 | Yes (X) | $585,137 | $0 | $0 | |
| JOHN J HOFFEE | ||||||
| TRUSTEE (THROUGH 4/20/20) | 40.00 | Yes (X) | $585,137 | $0 | $0 | |
| GOLDEN BECKNER | ||||||
| TRUSTEE | 40.00 | Yes (X) | $585,137 | $0 | $0 | |
| PAUL D RICHARDS | ||||||
| TRUSTEE (THROUGH 3/15/19) | 40.00 | $124,960 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,880,371 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERTZ GILMORE FOUNDATION | |||||
| 218 EAST 18TH STREET | NEW YORK | NY | 10003 | PROGRAM AND ADMIN SUPPORT | $221,416 |
| BLANK ROME LLP | |||||
| 1271 6TH AVENUE | NEW YORK | NY | 10020 | LEGAL SERVICES | $160,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,363,749 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,424,019 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,939,730 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,424,554 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,820,039 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $604,515 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $604,515 | TotalRevenueColumnAmt |
| Exclusion | $604,515 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,968,264 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,424,019 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,544,245 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,250,000 | TotalAmt |
| Program Services | $29,250,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,755,412 | TotalAmt |
| Program Services | $877,706 | ProgramServicesAmt |
| Management And General | $877,706 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,960 | TotalAmt |
| Program Services | $62,480 | ProgramServicesAmt |
| Management And General | $62,480 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,990 | TotalAmt |
| Management And General | $179,990 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,327 | TotalAmt |
| Management And General | $42,327 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,409 | TotalAmt |
| Management And General | $27,409 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,000 | TotalAmt |
| Program Services | $34,714 | ProgramServicesAmt |
| Management And General | $55,286 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| FEDL & STATE UNRELATED | $1,003,462 | $1,003,462 | |
| PROGRAM & ADMIN SERVICE | $221,416 | $136,013 | $85,403 |
| FILING FEES | $1,500 | $1,500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,696,476 | TotalAmt |
| Program Services | $30,310,303 | ProgramServicesAmt |
| Management And General | $2,386,173 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,377,091 | BOYAmt |
| EOY | $42,131,470 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,900,706 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,807,030 | BOYAmt |
| EOY | $50,315,294 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,887,200 | BOYAmt |
| EOY | $1,887,200 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,972,027 | BOYAmt |
| EOY | $94,333,964 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,972,027 | BOYAmt |
| EOY | $94,333,964 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,972,027 | BOYAmt |
| EOY | $94,333,964 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,972,027 | BOYAmt |
| EOY | $94,333,964 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$25,728,212 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,090,149 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Non Func | Yes (X) | SupportingOrgType3NonFuncInd |
| Supported Organizations | 14 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (14 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||
| 136213516 | 7 | Yes (1) | $1,125,000 | $0 |
| BALLET TECH FOUNDATION INC | ||||
| 132773475 | 7 | Yes (1) | $1,875,000 | $0 |
| CENTRAL PARK CONSERVANCY | ||||
| 133022855 | 7 | Yes (1) | $1,012,500 | $0 |
| NEW YORK COMMUNITY TRUST AKA COMMUNITY FUNDS INC | ||||
| 133062214 | 8 | Yes (1) | $0 | $0 |
| THE JOYCE THEATER FOUNDATION | ||||
| 133038262 | 7 | Yes (1) | $4,125,000 | $0 |
| LINCOLN CENTER FOR PERFORMING ARTS INC | ||||
| 131847137 | 7 | Yes (1) | $3,225,000 | $0 |
| NATIONAL AUDUBON SOCIETY | ||||
| 131624102 | 7 | Yes (1) | $937,500 | $0 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||
| 132654926 | 7 | Yes (1) | $3,562,500 | $0 |
| THE NEW YORK BOTANICAL GARDEN | ||||
| 131693134 | 7 | Yes (1) | $6,187,500 | $0 |
| NEW YORK SHAKESPEARE FESTIVAL | ||||
| 131844852 | 7 | Yes (1) | $4,575,000 | $0 |
| PHOENIX HOUSE FOUNDATION INC (PHOENIX HOUSE DEVELOPMENT FUND) | ||||
| 133020609 | 7 | Yes (1) | $0 | $0 |
| ST FRANCIS HOSPITAL | ||||
| 112050523 | 3 | Yes (1) | $0 | $0 |
| STANFORD UNIVERSITY BOARD OF TRUSTEES OF THE LELAND STANFORDJR UNIVERSITY | ||||
| 941156365 | 2 | Yes (1) | $750,000 | $0 |
| THIRTEENWNET EDUCATIONAL BROADCASTING CORP | ||||
| 131945149 | 7 | Yes (1) | $1,875,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 14 | SupportedOrganizationsTotalCnt |
| Support Sum | $29,250,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | Yes (1) | ExcessBusinessHoldingsRulesInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Adjusted Net Income AdjustedNetIncomeGrp
Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $14,076 | CurrentYearAmt |
Recoveries PY Distributions RecoveriesPYDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Other Gross Income OtherGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $16,777,324 | PriorYearAmt |
| Current Year | $6,321,804 | CurrentYearAmt |
Adjusted Gross Income AdjustedGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $16,777,324 | PriorYearAmt |
| Current Year | $6,335,880 | CurrentYearAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Production Income ProductionIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $87,631 | PriorYearAmt |
| Current Year | $27,409 | CurrentYearAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Total Adjusted Net Income TotalAdjustedNetIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $16,689,693 | PriorYearAmt |
| Current Year | $6,308,471 | CurrentYearAmt |
Minimum Asset Amount MinimumAssetAmountGrp
Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $57,318,195 | PriorYearAmt |
| Current Year | $27,139,359 | CurrentYearAmt |
Average Monthly Cash Balances AverageMonthlyCashBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $9,243,420 | PriorYearAmt |
| Current Year | $27,512,004 | CurrentYearAmt |
FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $63,189,985 | PriorYearAmt |
| Current Year | $56,901,435 | CurrentYearAmt |
Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $129,751,600 | PriorYearAmt |
| Current Year | $111,552,798 | CurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discount Claimed | $0 | DiscountClaimedAmt |
Acquisition Indebtedness AcquisitionIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $129,751,600 | PriorYearAmt |
| Current Year | $111,552,798 | CurrentYearAmt |
Cash Deemed Charitable CashDeemedCharitableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $1,946,274 | PriorYearAmt |
| Current Year | $1,673,292 | CurrentYearAmt |
Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $127,805,326 | PriorYearAmt |
| Current Year | $109,879,506 | CurrentYearAmt |
Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $4,473,186 | PriorYearAmt |
| Current Year | $3,845,783 | CurrentYearAmt |
Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Total Minimum Asset TotalMinimumAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $4,473,186 | PriorYearAmt |
| Current Year | $3,845,783 | CurrentYearAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $16,689,693 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $14,186,239 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $4,473,186 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $14,186,239 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $1,754,912 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $12,431,327 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $29,250,000 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $0 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $2,415,605 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Other Distributions | $0 | CYOtherDistributionsAmt |
| CY Total Annual Distributions | $31,665,605 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $10,762,500 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $12,431,327 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 86.580000000000 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $12,431,327 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,053,766 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,053,766 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $6,053,766 | CyovAppliedUnderdistrCPYAmt |
| Carryover PY Not Applied | $0 | CarryoverPYNotAppliedAmt |
| Excess Distribution Cyov | $0 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $31,665,605 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| CY Distri App Distributable | $6,377,561 | CYDistriAppDistributableAmt |
| Excess Distribution | $25,288,044 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $25,288,044 | ExcessDistriCyovToNextYrAmt |
| Excess From Year5 | $0 | ExcessFromYear5Amt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $25,288,044 | ExcessFromYear1Amt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION D, LINE 3 | FormAndLineReferenceDesc |
| Explanation | SUPPORTED ORGANIZATIONS AND AMOUNT OF SUPPORT RECEIVED FROM THE TRUST: NEW YORK BOTANICAL GARDEN (NYBG) $6,187,500 NEW YORK SHAKESPEARE FESTIVAL (NYSF) $4,575,000 TOTAL $10,762,500 NYBG THE TOTAL OF THE TRUST'S DISTRIBUTIONS TO THE NYBG DURING THE TRUST'S 2020 TAX YEAR REPRESENTS OVER 72% OF ALL FOUNDATION SUPPORT RECEIVED BY THE NYBG DURING THAT PERIOD. THE DISTRIBUTIONS WERE MADE FOR THE FOLLOWING PURPOSES: --- SUPPORT FOR SCIENTIFIC RESEARCH, HORTICULTURE AND LIVING COLLECTIONS, AUDIENCE DEVELOPMENT, AND VISITOR SERVICES ($4,125,000) ---SUPPORT OF THE RECOVERY AND RESTORATION FUND ($2,062,500) THE PURPOSES WERE DEVELOPED BY REPRESENTATIVES OF THE TWO ORGANIZATIONS AS A PRODUCT OF THEIR CONTINUAL, CLOSE RELATIONSHIP WHICH IS MAINTAINED THROUGH FREQUENT INTERACTIONS, INCLUDING MEETINGS, TELEPHONE CONFERENCES, AND OTHER COMMUNICATIONS. ONE OF THE TRUSTEES OF THE TRUST SERVES ON THE EXECUTIVE COMMITTEE AND AS VICE CHAIRMAN OF THE BOARD OF THE NYBG. ONE OF THE MAJOR FACILITIES OF THE NYBG, THE LUESTHER T. MERTZ LIBRARY, IS NAMED FOR THE TRUST'S DONOR. SINCE THE INITIAL FUNDING OF THE TRUST, THE NYBG HAS RECEIVED A TOTAL OF $65,704,941 FROM THE TRUST. AT THE END OF ITS 2020 TAX YEAR, THE TRUST HAD NO OUTSTANDING COMMITMENTS TO DISTRIBUTE TO THE NYBG IN FUTURE TAX YEARS. LIKE ALL BENEFICIARIES OF THE TRUST, THE NYBG RECEIVES ANNUALLY A DETAILED ACCOUNTING, IN THE NEW YORK SURROGATE'S COURT FORMAT, SETTING FORTH ALL ASSETS, INCOME AND DISBURSEMENTS OF THE TRUST AND ALL FINANCIAL TRANSACTIONS TO WHICH THE TRUST IS A PARTY. NYSF THE TOTAL OF THE TRUST'S DISTRIBUTIONS TO NYSF DURING THE TRUST'S 2020 TAX YEAR REPRESENTS OVER 55% OF ALL FOUNDATION SUPPORT RECEIVED BY NYSF DURING THAT PERIOD. THE DISTRIBUTIONS WERE MADE FOR THE FOLLOWING PURPOSES: --- GENERAL OPERATING SUPPORT ($4,575,000) THE PURPOSE WAS DEVELOPED BY REPRESENTATIVES OF THE TWO ORGANIZATIONS AS A PRODUCT OF THEIR CONTINUAL, CLOSE RELATIONSHIP WHICH IS MAINTAINED THROUGH FREQUENT INTERACTIONS, INCLUDING MEETINGS, TELEPHONE CONFERENCES, AND OTHER COMMUNICATIONS. IN ADDITION TO OTHER INTERACTIONS, THE EXECUTIVE DIRECTOR OF NYSF AND ONE OF THE TRUSTEES OF THE TRUST HAVE REGULARLY SCHEDULED MONTHLY MEETINGS. ONE OF NYSF'S PERFORMANCE SPACES AT ITS HEADQUARTERS BUILDING IS NAMED FOR THE TRUST'S DONOR WHO SERVED FOR SEVERAL YEARS AS CHAIRMAN OF THE BOARD OF NYSF. ONE OF THE TRUSTEES OF THE TRUST SERVED FOR SEVERAL YEARS AS VICE CHAIRMAN OF THE BOARD OF NYSF. SINCE THE INITIAL FUNDING OF THE TRUST, NYSF HAS RECEIVED A TOTAL OF $63,639,420 FROM THE TRUST. AT THE END OF ITS 2020 TAX YEAR, THE TRUST HAD $1,000,000 OUTSTANDING COMMITMENTS TO DISTRIBUTE TO NYSF IN FUTURE TAX YEARS. LIKE ALL BENEFICIARIES OF THE TRUST, NYSF RECEIVES ANNUALLY A DETAILED ACCOUNTING IN THE NEW YORK SURROGATE'S COURT FORMAT, SETTING FORTH ALL ASSETS, INCOME AND DISBURSEMENTS OF THE TRUST AND ALL FINANCIAL TRANSACTIONS TO WHICH THE TRUST IS A PARTY. THE TRUST'S DISTRIBUTIONS TO NYBG AND NYSF CONSTITUTE 36.8% OF ALL DISTRIBUTIONS TO CHARITABLE BENEFICIARIES MADE DURING THE TRUST'S TAXABLE YEAR ENDED NOVEMBER 30, 2020. THE TRUSTEES BELIEVE THAT THE FACTS SET FORTH ABOVE SHOW THAT THE TRUST MEETS BOTH THE ATTENTIVENESS TEST AND THE RESPONSIVENESS TEST WITH RESPECT TO NYBG AND NYSF. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $50,315,294 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $50,315,294 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | 136213516 | 501(C)(3) | $1,125,000 | SUPPORT FOR THE ACLU'S EFFORTS TO SAFEGUARD DEMOCRACY IN RESPONSE TO THE COVID-19 PANDEMIC AND ITS EFFORTS TO REFORM POLICING POLICIES AND PRACTICES. |
| BALLET TECH FOUNDATION | |||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | 132773475 | 501(C)(3) | $1,875,000 | ESSENTIAL SUPPORT ASSOCIATED WITH CARRYING OUT BALLET TECH'S MISSION, INCLUDING PERFORMANCE-RELATED EXPENSES AT THE JOYCE THEATER DURING FISCAL YEARS 2021-2027. |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | 133022855 | 501(C)(3) | $1,012,500 | GENERAL SUPPORT DURING FISCAL YEARS 2021-2022. |
| THE JOYCE THEATER FOUNDATION | |||||||
| 175 8TH AVENUE | NEW YORK | NY | 10011 | 133038262 | 501(C)(3) | $4,125,000 | GENERAL OPERATING SUPPORT OVER THE COURSE OF 5 TO 7.5 YEARS. |
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | 131847137 | 501(C)(3) | $3,225,000 | SUPPORT FOR THE LINCOLN CENTER THEATER'S PRODUCTIONS DURING FISCAL YEARS 2021-2023 AND SALARY AND BENEFITS OF LINCOLN CENTER THEATER'S ARTISTIC DIRECTOR AND RESIDENT DIRECTOR DURING FISCAL YEAR 2020; GENERAL OPERATING EXPENSES AT LINCOLN CENTER EDUCATION; SUPPORT FOR A NEW BALLET ENTITLED ROTUNDA, THE CREATION OF NEW BALLETS, AND GENERAL OPERATIONS AT NEW YORK CITY BALLET; AND GENERAL OPERATING EXPENSES AT LINCOLN CENTER FOR THE PERFORMING ARTS, INC. |
| NATIONAL AUDUBON SOCIETY | |||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | 131624102 | 501(C)(3) | $937,500 | AUDUBON NEW YORK'S HEALTHY FORESTS INITIATIVE DURING FISCAL YEARS 2020-2024. |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 420 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | 132654926 | 501(C)(3) | $3,562,500 | COMPREHENSIVE CLIMATE PROGRAM DURING FISCAL YEARS 2021-22. |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | 131693134 | 501(C)(3) | $6,187,500 | SUPPORT FOR SCIENTIFIC RESEARCH, HORTICULTURE AND LIVING COLLECTIONS, AUDIENCE DEVELOPMENT, AND VISITOR SERVICES AND TO ADD TO THE RECOVERY AND RESTORATION FUND. |
| NEW YORK SHAKESPEARE FESTIVAL | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 100037087 | 131844852 | 501(C)(3) | $4,575,000 | GENERAL SUPPORT DURING FISCAL YEAR 2020. |
| STANFORD UNIVERSITY POPULATION BIOLOGY GIFT FUND | |||||||
| 450 SERA MALL | STANFORD | CA | 94205 | 941156365 | 501(C)(3) | $750,000 | SUPPORT FOR THE NATURAL CAPITAL PROJECT AND THE MILLENNIUM ALLIANCE FOR HUMANITY AND THE BIOSPHERE OVER THE COURSE OF 5 YEARS OR MORE. |
| THIRTEENWNET EDUCATIONAL BROADCASTING CORP | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 100197435 | 131945149 | 501(C)(3) | $1,875,000 | SUPPORT FOR GREAT PERFORMANCES BROADCAST SEASONS 2020-21, 2021-22, 2022-23, AND 2023-24. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | REPRESENTATIVES OF THE TRUST ARE IN REGULAR CONTACT BY TELEPHONE, CORRESPONDENCE AND PERSONAL MEETINGS WITH REPRESENTATIVES OF BENEFICIARY ORGANIZATIONS. ALL TRUST DISTRIBUTIONS CARRY WITH THEM THE EXPRESS WRITTEN REQUIREMENT THAT THE RECIPIENT SUBMIT, AT ANNUAL OR MORE FREQUENT INTEVALS, WRITTEN NARRATIVE AND FINANCIAL REPORTS TO THE TRUST. MONITORING OF DISTRIBUTIONS INCLUDES REVIEW AND FOLLOW-UP OF SUCH REPORTS AND SITE VISITS WHERE APPROPRIATE. IN ADDITION, SENIOR MANAGERS OF BENEFICIARY ORGANIZATIONS ARE INVITED, ON A ROTATING BASIS, TO MEET PERIODICALLY WITH THE TRUSTEES TO DISCUSS MATTERS OF MUTUAL INTEREST AND CONCERN, INCLUDING PROGRAMS, ACTIVITIES AND FINANCES AND PAST, CURRENT AND PROPOSED DISTRIBUTIONS FROM THE TRUST. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LARRY E CONDON | ||||||||||||||
| TRUSTEE | $585,137 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $585,137 | $0 | $0 | $0 |
| JOHN J HOFFEE | ||||||||||||||
| TRUSTEE (THROUGH 4/20/20) | $585,137 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $585,137 | $0 | $0 | $0 |
| GOLDEN BECKNER | ||||||||||||||
| TRUSTEE | $585,137 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $585,137 | $0 | $0 | $0 |
| PAUL D RICHARDS | ||||||||||||||
| TRUSTEE (THROUGH 3/15/19) | $124,960 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $124,960 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LARRY E. CONDON AND JOHN J. HOFFEE HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE TRUST DOES NOT HAVE ANY COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | ONE OF THE TRUSTEES REVIEWS THE 990 BEFORE THE FINAL VERSION IS PREPARED FOR HIS SIGNATURE AND FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH TRUSTEE MUST ANNUALLY SIGN A DISCLOSURE STATEMENT WHICH AFFIRMS THAT THEY HAVE DISCLOSED ANY RELEVANT INFORMATION PERTAINING TO POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE TRUST HAS NO OFFICERS, DIRECTORS OR EMPLOYEES. THE TRUSTEES OF THE TRUST ARE ENTITLED TO RECEIVE TRUSTEES' COMMISSIONS ANNUALLY COMPUTED IN ACCORDANCE WITH A FIXED FORMULA SPECIFIED IN SECTION 2309 OF THE SURROGATE'S COURT PROCEDURE ACT OF THE STATE OF NEW YORK WHICH GOVERNS COMMISSIONS OF TRUSTEES UNDER WILLS OF PERSONS DYING AFTER AUGUST 31,1956. NO CONTRIBUTIONS ARE MADE TO ANY EMPLOYEE BENEFIT PLANS ON BEHALF OF ANY TRUSTEE AND NO TRUSTEE RECEIVES ANY EXPENSE ACCOUNT, REIMBURSEMENT OR OTHER ALLOWANCES FROM THE TRUST. DURING THE FISCAL YEAR ENDED NOVEMBER 30, 2020, ALL PAYMENTS OF TRUSTEES' COMMISSIONS WERE MADE ON JANUARY 15, 2020 AND WERE BASED, PURSUANT TO STATUTE, SOLELY ON THE AMOUNT OF TRUST INCOME COLLECTED DURING THE FISCAL YEAR ENDED NOVEMBER 30, 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF THE TRUST'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NONTAXABLE ITEMS REPORTED ON SCHEDULE K-1 2,090,149. |
| FORM 990, PART XII, LINE 1 | THE MODIFIED CASH BASIS IS USED IN PREPARATION OF THE FORM 990. |
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