LEON LOWENSTEIN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEON LOWENSTEIN FOUNDATION INC (EIN 13-6015951)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-15
- IRS object ID
- 202531969349101003
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-15T12:39:50+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 West 50th Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136015951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leon Lowenstein Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2123190670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 CHURCH STREET 19TH FLOOR | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEWART HUDSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2123190670 | PhoneNum |
| Signature | 2025-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Shapiro | PreparerPersonNm |
| PTIN | P01333816 | PTIN |
| Phone | 2128127000 | PhoneNum |
| Preparation | 2025-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $199,549,793 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,121,917 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,121,917 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,417,784 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,062,984 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,417,784 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $8,539,701 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,539,701 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $430,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $402,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $73,750 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,688 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $70,062 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $75,012 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,751 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $71,261 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,817 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,817 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $57,223 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,645 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $33,578 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $360,798 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,119 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $320,679 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $498,132 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $976 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $18,539 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $510 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $18,556 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $928 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,628 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $65,848 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,218 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $61,630 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,713 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,426 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,613,785 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,038 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,026,620 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,366,015 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,495,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,979,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,038 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,521,620 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $559,901 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,431,663 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $154,598 | CashBOYAmt |
| Cash EOY | $554,661 | CashEOYAmt |
| Cash EOYFMV | $554,661 | CashEOYFMVAmt |
| Acct Rcvbl | $930,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $677,115 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $930,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $930,000 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $16,122 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $88,902 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $88,902 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $172,363,747 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $197,974,446 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $197,974,446 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,819 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,035 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,294 | LandBOYAmt |
| Land EOY | $1,784 | LandEOYAmt |
| Land EOYFMV | $1,784 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $173,213,876 | TotalAssetsBOYAmt |
| Total Assets EOY | $199,549,793 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $199,549,793 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $27,099 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $26,549 | AccountsPayableEOYAmt |
| Grants Payable BOY | $153,985 | GrantsPayableBOYAmt |
| Grants Payable EOY | $25,000 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,062,659 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,338,241 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,243,743 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,389,790 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $171,970,133 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $198,160,003 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $171,970,133 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $198,160,003 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $173,213,876 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $199,549,793 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $171,970,133 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $559,901 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,629,969 | OtherIncreasesAmt |
| Subtotal | $198,160,003 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $198,160,003 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Vanguard Inst Index Fund Inst Plus | 2024-12-04 | $9,030,000 | $4,612,216 | $4,417,784 | $0 | $4,417,784 |
| Levin Leichtman Capital | 2024-12-27 | $32,984 | $32,984 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,417,784 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $117,200 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $117,200 | SubtotalAmt |
| Tax Based On Investment Income | $117,200 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $193,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $193,720 | TotalPaymentsAndCreditsAmt |
| Overpayment | $76,520 | OverpaymentAmt |
| Applied To ES Tax | $76,520 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | ANDREW BENDHEIM | IndividualWithBooksNm |
| Phone | 2123190670 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 CHURCH STREET 19TH FLOOR | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD ESTRADA | |||||||||
| 157 CHURCH STREET | 19TH FLOOR | NEW HAVEN | CT | 06510 | SECRETARY | 5.000 | $25,000 | $0 | $0 |
| KIM BENDHEIM | |||||||||
| 157 CHURCH STREET | 19TH FLOOR | NEW HAVEN | CT | 06510 | VICE PRESIDENT | 5.000 | $15,000 | $0 | $0 |
| THOMAS BENDHEIM | |||||||||
| 157 CHURCH STREET | 19TH FLOOR | NEW HAVEN | CT | 06510 | TREASURER | 5.000 | $10,000 | $0 | $0 |
| JOANNA SCHULMAN | |||||||||
| 157 CHURCH STREET | 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 5.000 | $10,000 | $0 | $0 |
| JOHN BENDHEIM JR | |||||||||
| 157 CHURCH STREET | 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 5.000 | $10,000 | $0 | $0 |
| STEWART HUDSON | |||||||||
| 157 CHURCH STREET | 19TH FLOOR | NEW HAVEN | CT | 06510 | EXECUTIVE DIRECTOR | 35.000 | $315,000 | $62,650 | $0 |
| ANDREW BENDHEIM | |||||||||
| 157 CHURCH STREET | 19TH FLOOR | NEW HAVEN | CT | 06510 | PRESIDENT | 20.000 | $35,000 | $0 | $0 |
| ANISA KAMADOLI COSTA | |||||||||
| 157 CHURCH STREET | 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 5.000 | $25,000 | $0 | $0 |
| ELAINE WANG | |||||||||
| 157 CHURCH STREET | 19TH FLOOR | NEW HAVEN | CT | 06510 | OFFICE AND PROGRAM MANAGER | 35.000 | $63,750 | $12,275 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROGRAM RELATED LOAN | Description1Txt |
| Expenses1 | $250,000 | Expenses1Amt |
| Total | $250,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $188,578,104 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $229,143 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,849 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $188,827,096 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $188,827,096 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,832,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $185,994,690 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,299,735 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,299,735 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $117,200 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $117,200 | TotalTaxAmt |
| Distributable Before Adj | $9,182,535 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,182,535 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,182,535 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,521,620 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $250,000 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,771,620 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,182,535 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,635,729 | UndistributedIncomePYAmt |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $8,670,918 | TotalForPriorYearsAmt |
| 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 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,771,620 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,635,729 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135,891 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $8,670,918 | PriorYearUndistributedIncmAmt |
| Taxable1 | $8,670,918 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,046,644 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Leadership Journey | |||||||
| PO Box 29163 | Providence | RI | 02909 | NONE | PC | Charitable | $10,000 |
| Amanda James Incorporated | |||||||
| 94 Mercer Street | New York | NY | 10012 | NONE | PC | Charitable | $10,000 |
| American Jewish Committee | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | Charitable | $50,000 |
| Anti-Defamation League | |||||||
| 605 Third Avenue | New York | NY | 10158 | NONE | PC | Charitable | $25,000 |
| Arizona State University Foundation | |||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | NONE | PC | Charitable | $100,000 |
| Barrington Stage Company Inc | |||||||
| 122 North Street | Pittsfield | MA | 01201 | NONE | PC | Charitable | $25,000 |
| Beth Israel Deaconess Medical Center | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | Charitable | $25,000 |
| Beverly Hills Police Foundation | |||||||
| 464 NORTH REXFORD DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PC | Charitable | $10,000 |
| Boys & Girls Club of Greenwich | |||||||
| 4 Horseneck Lane | Greenwich | CT | 06830 | NONE | PC | Charitable | $75,000 |
| Camp Fire National Headquarters | |||||||
| PO Box 573 | Columbia | MO | 65205 | NONE | PC | Charitable | $250,000 |
| Capital Good Fund | |||||||
| 333 Smith Street | Providence | RI | 02908 | NONE | PC | Charitable | $225,000 |
| Cedars Sinai Medical Center | |||||||
| 8700 Beverly Blvd Suite 2416 | Los Angeles | CA | 90048 | NONE | PC | Charitable | $25,000 |
| Center on Health Insurance Reforms Georgetown University | |||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | NONE | PC | Charitable | $225,000 |
| Child Mind Institute | |||||||
| 101 East 56th Street | New York | NY | 10022 | NONE | PC | Charitable | $15,000 |
| Children's Museum of Manhattan | |||||||
| 212 W 83rd St | New York | NY | 10024 | NONE | PC | Charitable | $15,000 |
| City Tutor DC | |||||||
| 600 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20037 | NONE | PC | Charitable | $250,000 |
| Clean Energy Group Inc | |||||||
| 50 STATE STREET STE 1 | MONTPELIER | VT | 05602 | NONE | PC | Charitable | $240,000 |
| Coalition for Green Capital | |||||||
| 1875 Connecticut Avenue NW | Washington | DC | 20009 | NONE | PC | Charitable | $125,000 |
| Coffee for Good Inc | |||||||
| 48 Maple Avenue | Greenwich | CT | 06830 | NONE | PC | Charitable | $10,000 |
| Community Health Center Capital Fund | |||||||
| 40 COURT STREET 10TH FLOOR | BOSTON | MA | 02108 | NONE | PC | Charitable | $250,000 |
| Conservation International | |||||||
| 2011 Crystal Drive | Arlington | VA | 22202 | NONE | PC | Charitable | $15,000 |
| Crossroads Rhode Island | |||||||
| 58 East 68th Street | New York | NY | 10065 | NONE | PC | Charitable | $15,000 |
| Endicott College | |||||||
| 376 Hale Street | Beverly | MA | 01915 | NONE | PC | Charitable | $10,000 |
| Environmental Defense Fund Incorporated | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PC | Charitable | $150,000 |
| Epic Theatre Center Inc (dba Epic Theatre Ensemble) | |||||||
| 55 W 39th Street | New York | NY | 10018 | NONE | PC | Charitable | $50,000 |
| Eva's Heroes | |||||||
| 11120 WURZBACH RD 300 | SAN ANTONIO | TX | 78230 | NONE | PC | Charitable | $25,000 |
| Friends of the High Line | |||||||
| 820 Washington Street | New York | NY | 10014 | NONE | PC | Charitable | $15,000 |
| Georges River Land Trust | |||||||
| 8 North Main Street Ste 200 | Rockland | ME | 04841 | NONE | PC | Charitable | $12,000 |
| Girls with Impact | |||||||
| 15 E PUTNAM AVE SUITE 276 | GREENWICH | CT | 06830 | NONE | PC | Charitable | $5,000 |
| Grid Alternatives | |||||||
| 1171 OCEAN AVENUE 200 | OAKLAND | CA | 94608 | NONE | PC | Charitable | $240,000 |
| Hackley School | |||||||
| 293 BENEDICT AVENUE | TARRYTOWN | NY | 10591 | NONE | PC | Charitable | $15,000 |
| Hurricane Island Foundation | |||||||
| PO Box 1280 | Rockland | ME | 04841 | NONE | PC | Charitable | $35,000 |
| Inclusiv | |||||||
| 39 BROADWAY SUITE 2140 | NEW YORK | NY | 10006 | NONE | PC | Charitable | $215,000 |
| Institute for Nonprofit Practice | |||||||
| 144 Gould Street | Needham | MA | 02494 | NONE | PC | Charitable | $40,000 |
| Irish Repertory Theatre | |||||||
| 132 West 22nd Street | New York | NY | 10011 | NONE | PC | Charitable | $10,000 |
| Israeli-American Council of New England | |||||||
| 303 1320 Centre St 301 | Newton | MA | 02459 | NONE | PC | Charitable | $5,000 |
| Jewish Alliance of Greater Rhode Island | |||||||
| 401 Elmgrove Avenue | Providence | RI | 02906 | NONE | PC | Charitable | $5,000 |
| Johns Hopkins University | |||||||
| 3910 Keswick Road | Baltimore | MD | 21211 | NONE | PC | Charitable | $700,000 |
| Kids in Crisis Inc | |||||||
| One Salem St | Cos Cob | CT | 06807 | NONE | PC | Charitable | $5,000 |
| Mobile Health Care Association | |||||||
| 2275 Schuetz Road | St Louis | MO | 63146 | NONE | PC | Charitable | $287,500 |
| National Association of Community Health Centers | |||||||
| 7501 Wisconsin Avenue 1100W | Bethesda | MD | 20814 | NONE | PC | Charitable | $300,000 |
| National Mentoring Partnership | |||||||
| 201 South Street | Boston | MA | 02111 | NONE | PC | Charitable | $250,000 |
| New York Botanical Garden | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NONE | PC | Charitable | $10,000 |
| North Suburban JCC | |||||||
| 240 Lynnfield St | Peabody | MA | 01960 | NONE | PC | Charitable | $20,000 |
| Ohana One | |||||||
| 555 W FIFTH ST 35TH FLOOR | Los Angeles | CA | 90013 | NONE | PC | Charitable | $25,000 |
| ONS Foundation for Clinical Research & Education Inc | |||||||
| 6 Greenwich Office Park 40 Valley | Greenwich | CT | 06831 | NONE | PC | Charitable | $5,000 |
| PEN America | |||||||
| 588 Broadway 303 | New York | NY | 10012 | NONE | PC | Charitable | $10,000 |
| Project Renewal Inc | |||||||
| 200 Varick St | New York | NY | 10014 | NONE | PC | Charitable | $15,000 |
| Rachel's Network Inc | |||||||
| 1200 18th Street NW | New York | NY | 20036 | NONE | PC | Charitable | $25,000 |
| Rhode Island Community Food Bank | |||||||
| 200 Niantic Avenue | Providence | RI | 02907 | NONE | PC | Charitable | $10,000 |
| Rhode Island Community Foundtion | |||||||
| 1 Union Station | Providence | RI | 02903 | NONE | PC | Charitable | $10,000 |
| Riverside Park Conservancy | |||||||
| 475 Riverside Drive No 455 | New York | NY | 10115 | NONE | PC | Charitable | $25,000 |
| Safe Surfin | |||||||
| 201 E Main St 9 | Floyd | VA | 24091 | NONE | PC | Charitable | $15,000 |
| Save the Bay | |||||||
| 100 Save the Bay Drive | Providence | RI | 02905 | NONE | PC | Charitable | $5,000 |
| SCAN GROUP | |||||||
| 3800 Kilroy Airport Way | Long Beach | CA | 90806 | NONE | PC | Charitable | $225,000 |
| School on Wheels Inc | |||||||
| 3150 N SAN FERNANDO RD B | Los Angeles | CA | 90065 | NONE | PC | Charitable | $15,000 |
| School-Based Health Alliance | |||||||
| 1010 VERMONT AVE NW 816 | WASHINGTON | DC | 20005 | NONE | PC | Charitable | $100,000 |
| Schoolhouse Connection | |||||||
| 4401A CONNECTICUT AVE NW 145 | WASHINGTON | DC | 20008 | NONE | PC | Charitable | $180,000 |
| Squash Haven | |||||||
| 70 Tower Parkway | New Haven | CT | 06511 | NONE | PC | Charitable | $5,000 |
| Stamford Health | |||||||
| One Hospital Plaza PO Box 9317 | Stamford | CT | 06904 | NONE | PC | Charitable | $10,000 |
| The Center for Wellbeing-Centro Bienestar Inc | |||||||
| 30 Myano Lane Suite 20 | Stamford | CT | 06902 | NONE | PC | Charitable | $5,000 |
| President and Fellows of Harvard College | |||||||
| The Family Van 1542 Tremont Street | Boston | MA | 02120 | NONE | PC | Charitable | $537,500 |
| The FLY Initiative | |||||||
| 240 SUMMER STREET | CRANSTON | RI | 02910 | NONE | PC | Charitable | $5,000 |
| The Jewish Community Center in Manhattan | |||||||
| 334 Amsterdam Avenue at 76th Street | New York | NY | 10023 | NONE | PC | Charitable | $30,000 |
| The Neurodiversity Alliance | |||||||
| 733 3rd Ave Fl 16 | New York | NY | 10017 | NONE | PC | Charitable | $170,000 |
| The Poetry Society of America | |||||||
| 119 Smith Street | Brooklyn | NY | 11201 | NONE | PC | Charitable | $20,000 |
| The Public Theater | |||||||
| 425 Lafayette St | New York | NY | 10003 | NONE | PC | Charitable | $10,000 |
| The Salem Pantry Inc | |||||||
| PO Box 295 | Salem | MA | 01970 | NONE | PC | Charitable | $15,000 |
| The Wharton School of the University of Pennsylvania | |||||||
| 3730 Walnut Street | Philadelphia | PA | 19104 | NONE | PC | Charitable | $30,000 |
| Throughline Learning | |||||||
| PO BOX 9207 | Providence | RI | 02940 | NONE | PC | Charitable | $75,000 |
| Trees Water & People | |||||||
| 633 Remington St | Fort Collins | CO | 80524 | NONE | PC | Charitable | $15,000 |
| Trustees of Columbia University of NY | |||||||
| Low Memorial Library 535 W 116th S | New York | NY | 10027 | NONE | PC | Charitable | $20,000 |
| Trustees of Tufts College | |||||||
| 150 Harrison Ave | Boston | MA | 02111 | NONE | PC | Charitable | $10,000 |
| University of Washington | |||||||
| Box 359505 | Seattle | WA | 98195 | NONE | PC | Charitable | $25,000 |
| Urban Acheivers SAFE Schools | |||||||
| 154 Centre Street | Boston | MA | 02124 | NONE | PC | Charitable | $23,000 |
| Urban Sustainability Directors Network | |||||||
| 1624 Viola Circle | Port Washington | WI | 53074 | NONE | PC | Charitable | $60,000 |
| USC Marshall School of Business | |||||||
| 3670 Trousdale Parkway | Los Angeles | CA | 90089 | NONE | PC | Charitable | $25,000 |
| Vildwerk Foundation Inc | |||||||
| 264 WEST 77TH STREET 4 | NEW YORK | NY | 10024 | NONE | PC | Charitable | $10,000 |
| Visual Echo | |||||||
| 39 west 71st st apt B | New York City | NY | 10023 | NONE | PC | Charitable | $10,000 |
| West Side Center for Community Life Inc | |||||||
| 263 WEST 86TH STREET | NEW YORK | NY | 10024 | NONE | PC | Charitable | $25,000 |
| Windward Fund | |||||||
| 1828 L STREET NW 300-C | WASHINGTON | DC | 20036 | NONE | PC | Charitable | $220,000 |
| World Central Kitchen | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLR | WASHINGTON | DC | 20001 | NONE | PC | Charitable | $10,000 |
| World Jewish Relief USA | |||||||
| 1350 Avenue of the Americas | New York | NY | 10019 | NONE | PC | Charitable | $10,000 |
| Year Up | |||||||
| 1342 Florida Avenue NW | Washington | DC | 20009 | NONE | PC | Charitable | $30,000 |
| YWCA Greenwich Connecticut Inc | |||||||
| 259 East Putnam Avenue | Greenwich | CT | 06830 | NONE | PC | Charitable | $5,000 |
| Wallis Annenberg Center for the Performing Arts | |||||||
| 9390 N SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | NONE | PC | CHARITABLE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,495,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,121,917 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,417,784 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,539,701 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,539,701 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $57,223 | Amt |
| Net Investment Income | $23,645 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,578 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EQUIPMENT | PropertyDesc |
| Computation Method | FMV | ComputationMethodTxt |
| Life | 5.0 | LifeRt |
| Current Year Expense | $510 | CurrentYearExpenseAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $197,974,446 | BookValueAmt |
| EOYFMV | $197,974,446 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $3,819 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,035 | AccumulatedDepreciationAmt |
| Book Value | $1,784 | BookValueAmt |
| EOYFMV | $1,784 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $1,817 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,817 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office Expenses | Desc |
| Revenue And Expenses Per Books | $32,139 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,713 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,426 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $25,629,969 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $981,985 | $1,338,241 |
| EXCISE TAX PAYABLE | $80,674 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fees | $40,000 | $40,000 | |
| Other Consultants | $320,798 | $119 | $320,679 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise Tax | $478,617 | ||
| FICA Tax | $19,515 | $976 | $18,539 |
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