MORIAH FUND INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MORIAH FUND INC (EIN 31-1129589)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349103257
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:45:24-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311129589 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORIAH FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORI | BusinessNameControlTxt |
| Phone | 6463733888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WARREN STREET FLOOR 3 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GIDEON STEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6463733888 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GIDEON | PersonFirstNm |
| Person Last | STEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2021-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $72,995,210 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $426,959 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $465,210 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $465,210 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,010,360 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,010,360 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,361,572 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $143,456 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $143,456 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,045,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,970,238 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $189,650 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,274 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $179,599 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $304,849 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,934 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $288,692 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,413 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,029 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $18,384 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $36,048 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $36,048 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $898,734 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $298,529 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $548,297 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6,537 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $193,849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $72,413 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $29,511 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,100 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,100 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $88,830 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $81,611 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,430 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $509 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $59,921 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,815,466 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $398,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,259,189 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,500,963 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,500,963 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,316,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $398,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,760,152 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,270,444 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,571,550 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,908 | CashBOYAmt |
| Cash EOY | $42,395 | CashEOYAmt |
| Cash EOYFMV | $42,395 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $174,919 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $217,934 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $217,934 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $11,249 | AcctRcvblAmt |
| Acct Rcvbl EOY | $11,249 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $11,249 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $2,262,647 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $1,835,688 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $2,262,647 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $2,262,647 | PledgesRcvblEOYFMVAmt |
| Other Investments BOY | $71,547,168 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,156,585 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,156,585 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $218,038 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $216,138 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,900 | LandBOYAmt |
| Land EOY | $1,900 | LandEOYAmt |
| Land EOYFMV | $1,900 | LandEOYFMVAmt |
| Other Assets BOY | $302,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $302,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $302,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $73,899,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,995,210 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,995,210 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $646 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $59,765 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable EOY | $44,102 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $120,146 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $18,820 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $120,792 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $122,687 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $73,778,291 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $72,872,523 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,778,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $72,872,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,899,083 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $72,995,210 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,778,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,270,444 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,364,676 | OtherIncreasesAmt |
| Subtotal | $72,872,523 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $72,872,523 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ALTERNATIVE INVESTMENTS | P | $3,010,360 | $1,648,788 | $1,361,572 | $1,361,572 |
| ALTERNATIVE INVESTMENTS UBI | P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,361,572 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,845 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,845 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,782 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $75,782 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $53,937 | OverpaymentAmt |
| Applied To ES Tax | $53,937 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MORIAHFUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIDEON STEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6463733888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WARREN STREET FLOOR 3 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | IS | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JUDITH LICHTMAN | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| NOAH STEIN | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DOROTHY STEIN | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CRAIG CRAMER | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | PROG. BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DEBRA DELEE | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | PROG. BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JANE FOX-JOHNSON | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | PROG. BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KIM JONES | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | PROG. BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| NORMAN ROSENBERG | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | PROG. BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ALICE CAIN | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | SENIOR PROGRAM OFFICER | 40.00 | $189,650 | $16,622 | $0 |
| GIDEON STEIN | ||||||||
| 57 WARREN STREET FLOOR 3 | NEW YORK | NY | 10007 | PRESIDENT | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD B FUTTERMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WARREN STREET FLOOR 3 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROG. DIR. | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $235,250 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMPLIFY ENDOWMENT MANAGEMENT LLC | |||||
| 1275A RUCKMAN AVENUE | SAN FRANCISCO | CA | 94129 | INVESTMENT MANAGEMENT | $207,576 |
| MOZAIC LLC | |||||
| 9401 WILSHIRE BOULEVARD SUITE 525 | BEVERLY HILLS | CA | 90212 | INVESTMENT MANAGEMENT | $87,010 |
| RA ADVISORS LLC | |||||
| 57 WARREN STREET | NEW YORK | NY | 10007 | FINANCIAL SERVICES | $81,226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,213,296 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $70,170,335 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $72,399,604 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $72,399,604 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,085,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $71,313,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,565,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,565,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,845 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $223,868 | IncomeTaxAmt |
| Total Tax | $245,713 | TotalTaxAmt |
| Distributable Before Adj | $3,319,968 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,319,968 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,319,968 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,760,152 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,760,152 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,760,152 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,319,968 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,679,164 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,114,449 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,498,753 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,740,254 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,549,372 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,581,992 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,760,152 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,319,968 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,440,184 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,022,176 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,679,164 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,343,012 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,114,449 | ExcessFromYear4Amt |
| Excess From Year3 | $6,498,753 | ExcessFromYear3Amt |
| Excess From Year2 | $3,740,254 | ExcessFromYear2Amt |
| Excess From Year1 | $2,549,372 | ExcessFromYear1Amt |
| Excess From Current Year | $2,440,184 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DON FUTTERMAN | RecipientPersonNm |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 WEIZMAN STRRET | AddressLine1Txt |
| City | KFAR SABA | CityNm |
| Country | IS | CountryCd |
| Foreign Postal | 44247 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6463733888 | RecipientPhoneNum |
| Recipient Email Address | INFO@MORIAHFUND.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | TO FIND APPLICATION AND PROCESS GO TO MORIAHFUND.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | TO FIND APPLICATION AND PROCESS GO TO MORIAHFUND.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO FIND APPLICATION AND PROCESS GO TO MORIAHFUND.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR JUSTICE AND EDUCATION | |||||||
| 25 E STREET NW 3RD FLOOR | WASHINGTON | DC | 20001 | PC | GENERAL SUPPORT | $30,000 | |
| ALLIANCE FOR JUSTICE | |||||||
| ELEVEN DUPONT CIRCLE NW SECOND | WASHINGTON | DC | 20036 | PC | CHAIRWOMAN'S POOL | $40,000 | FLOOR |
| AMERICA ACHIEVES | |||||||
| ATTN DIANE FORD 244 FIFTH AVE SUITE | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $25,000 | F71 |
| AMERICA ACHIEVES | |||||||
| ATTN DIANE FORD 244 FIFTH AVE SUITE | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $20,000 | F71 |
| AMERICAN EXPRESS | |||||||
| PO BOX 1270 | NEWARK | NJ | 07101 | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN EXPRESS | |||||||
| PO BOX 1270 | NEWARK | NJ | 07101 | PC | GENERAL SUPPORT | $2,500 | |
| AMERICAN EXPRESS | |||||||
| PO BOX 1270 | NEWARK | NJ | 071011270 | PC | GENERAL SUPPORT | $2,500 | |
| AMERICAN EXPRESS | |||||||
| PO BOX 1270 | NEWARK | NJ | 071011270 | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN EXPRESS | |||||||
| PO BOX 1270 | NEWARK | NJ | 071011270 | PC | GENERAL SUPPORT | $950 | |
| AMERICAN EXPRESS | |||||||
| PO BOX 1270 | NEWARK | NJ | 071011270 | PC | GENERAL SUPPORT | $250 | |
| AMERICAN EXPRESS | |||||||
| PO BOX 1270 | NEWARK | NJ | 071011270 | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN EXPRESS | |||||||
| PO BOX 1270 | NEWARK | NJ | 071011270 | PC | GENERAL SUPPORT | $258 | |
| AMERICAN EXPRESS | |||||||
| PO BOX 1270 | NEWARK | NJ | 071011270 | PC | GENERAL SUPPORT | $3,005 | |
| AMERICAN EXPRESS | |||||||
| PO BOX 1270 | NEWARK | NJ | 071011270 | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN FRIENDS OF THE PARENTS CIRCLE - FAMILIES FORUM | |||||||
| 1425 RXR PLAZA | NEW YORK | NY | 11556 | PC | GENERAL SUPPORT | $30,000 | |
| CHALKBEAT INC | |||||||
| 1250 BROADWAY 30TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $80,000 | |
| CHALKBEAT INC | |||||||
| 1250 BROADWAY 30TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $150,000 | |
| CITYBRIDGE EDUCATION | |||||||
| 600 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20037 | PC | GENERAL SUPPORT | $50,000 | |
| CIVICS UNPLUGGED INC | |||||||
| 335 MADISON AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $50,000 | |
| COLLEGE TRACK | |||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | PC | FOR ITS WASHINGTON, DC PROGRAM | $25,000 | |
| COLLEGE TRACK | |||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | PC | GENERAL SUPPORT | $50,000 | |
| COMMUNITY CHANGE | |||||||
| 1536 U STREET NW | WASHINGTON | DC | 20902 | PC | GENERAL SUPPORT | $25,000 | |
| DC ABORTION FUND | |||||||
| 1616 H ST NW SUITE 904 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $25,000 | |
| DC ABORTION FUND | |||||||
| 1616 H ST NW SUITE 904 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $15,000 | |
| DC FISCAL POLICY INSTITUTE | |||||||
| ATTN JACQUELYN LENDSEY1275 FIRST | WASHINGTON | DC | 20002 | PC | GENERAL SUPPORT | $50,000 | STREET NE1200 |
| DUMBARTON CONCERTSINNER CITY-INNER CHILD | |||||||
| 3133 DUMBARTON ST NW | WASHINGTON | DC | 20007 | PC | BOARD/DOROTHY STEIN | $10,000 | |
| EAGLE HILL SCHOOL | |||||||
| ATTN DEVLEOPMENT OFFICE PO BOX 116 | HARDWICK | MA | 01037 | PC | GENERAL SUPPORT | $5,000 | 242 OLD PETERSHAM RD |
| EAGLE HILL SCHOOL | |||||||
| ATTN DEVLEOPMENT OFFICE PO BOX 116 | HARDWICK | MA | 01037 | PC | GENERAL SUPPORT | $200,000 | 242 OLD PETERSHAM RD |
| EDUCATION REFORM NOW | |||||||
| 222 BROADWAY19TH FLOOR | NEW YORK | NY | 10038 | PC | 3RD PAYMENT OF A FIVE-YEAR $500,000 GRANT | $100,000 | |
| FUND FOR GLOBAL HUMAN RIGHTS | |||||||
| 1301 CONNECTICUT AVE NW 400 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $150,000 | |
| FUND FOR THE AGED INC | |||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $25,000 | |
| FUND FOR THE CITY OF NEW YORK | |||||||
| 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | PC | FOR THE PROMISE PROJECT | $50,000 | FLOOR |
| GILLEN BREWER SCHOOL | |||||||
| 410 EAST 92ND STREET | NEW YORK | NY | 10128 | PC | GENERAL SUPPORT | $75,000 | |
| HEBREW PUBLIC CHARTER SCHOOLS | |||||||
| 555 8TH AVE SUITE 1703 | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $25,000 | |
| HUMAN RIGHTS FIRST | |||||||
| 75 BROAD ST FL 31 | NEW YORK | NY | 10004 | PC | CHAIRWOMAN'S POOL | $45,000 | |
| IMENTOR | |||||||
| 199 WATER STREET 8TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $100,000 | |
| INSTITUTE FOR NONPROFIT NEWS | |||||||
| 714 W OLYMPIC BLVD SUITE 931 | LOS ANGELES | CA | 90015 | PC | GENERAL SUPPORT | $25,000 | |
| INSTITUTE FOR NONPROFIT NEWS | |||||||
| 714 W OLYMPIC BLVD SUITE 931 | LOS ANGELES | CA | 90015 | PC | GENERAL SUPPORT | $25,000 | |
| INTERNATIONAL LABOR RIGHTS FORUM | |||||||
| 1634 I STREET NW SUITE 1000 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $75,000 | |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | |||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | PC | CHAIRWOMAN'S POOL | $50,000 | |
| J STREET EDUCATION FUND INC | |||||||
| ATTN ALYSON SAMACH 1828 L ST NW | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $12,500 | SUITE 240 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| JOHNS HOPKINS BLOOMBERG SCHOOL OF | BALTIMORE | MD | 21205 | PC | GENERAL SUPPORT | $25,000 | PUBLIC HEALTH 615 N WOLFE STREET E2 |
| LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW | |||||||
| 1500 K STREET NW | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $35,000 | |
| MARY'S CENTER FOR MATERNAL AND CHILD CARE | |||||||
| 2333 ONTARIO ROADNW | WASHINGTON | DC | 20015 | PC | BOARD GRANT/DOROTHY STEIN | $15,000 | |
| NARAL | |||||||
| 1725 EYE ST NW SUITE 900 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $35,000 | |
| NARRATIVE 4 INC | |||||||
| 45 WEST 73RD STREET SUITE 5 | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $50,000 | |
| NARRATIVE 4 INC | |||||||
| 45 WEST 73RD STREET SUITE 5 | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $200,000 | |
| NATIONAL DOMESTIC WORKERS ALLIANCE | |||||||
| 1204 BROADWAY 2ND FLOOR | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $100,000 | |
| NAT'L PARTNERSHIP FOR WOMEN AND FAMILIES | |||||||
| 1875 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | PC | GENERAL SUPPORT | $50,000 | 650 |
| NEW CLASSROOMS | |||||||
| ATTN JOEL ROSE 1250 BROADWAY 30TH | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $200,000 | FL |
| NEW ISRAEL FUND | |||||||
| 6 EAST 39TH STREET SUITE 301 | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $1,085,000 | |
| NEW ISRAEL FUND | |||||||
| 6 EAST 39TH STREET SUITE 301 | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $285,000 | |
| NEW ISRAEL FUND | |||||||
| 6 EAST 39TH STREET SUITE 301 | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $10,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVENUE | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $15,000 | |
| PIONEER WORKS ART FOUNDATION | |||||||
| 159 PIONEER STREET | BROOKLYN | NY | 11231 | PC | GENERAL SUPPORT | $25,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $35,000 | |
| PLANNED PARENTHOOD OF METROPOLITAN WASH | |||||||
| 1225 4TH ST NE | WASHINGTON | DC | 20002 | PC | GENERAL SUPPORT | $50,000 | |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | PC | GENERAL SUPPORT | $50,000 | |
| SOCIAL GOOD FUND | |||||||
| 12651 SAN PABLO AVE UNIT 5473 | RICHMOND | CA | 94805 | PC | GENERAL SUPPORT | $75,000 | |
| SOCIAL IMPACT FUND | |||||||
| 750 WEST 7TH STREET 811026 | LOS ANGELES | CA | 90081 | PC | GENERAL SUPPORT | $50,000 | |
| SOME INC | |||||||
| 71 O STREET NORTHWEST | WASHINGTON | DC | 20001 | PC | GENERAL SUPPORT | $30,000 | |
| SUCCESS ACADEMY CHARTER SCHOOLS INC | |||||||
| 95 PINE STFLOOR 6 | NEW YORK | NY | 10005 | PC | GENERAL SUPPORT | $10,000 | |
| TEACH FOR ALL | |||||||
| ATTN WENDY KOPP 25 BROADWAY 12TH | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $125,000 | FLOOR |
| THE MEETING HOUSE FAMILY CENTER | |||||||
| ATTN PAULA RESNICK 133 EAST 58TH ST | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $25,000 | SUITE 704 |
| THORN | |||||||
| 1240 ROSECRANS AVENUE SUITE 120 | MANHATTAN BEACH | CA | 90266 | PC | GENERAL SUPPORT | $20,000 | |
| TIDES CENTER | |||||||
| PO BOX 399385 | SAN FRANCISCO | CA | 941399385 | PC | FOR RIGHTS4GIRLS PROJECT | $20,000 | |
| TRANSCEND INC | |||||||
| 159 LINCOLN AVE HASTINGS | HUDSON | NY | 10706 | PC | GENERAL SUPPORT | $25,000 | |
| UN ALLIED FOR ESSENTIAL MEDICINES | |||||||
| 641 S ST NW | WASHINGTON | DC | 20001 | PC | GENERAL SUPPORT | $25,000 | |
| URGENT ACTION FUND | |||||||
| 660 13TH STREET SUITE 200 | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $50,000 | |
| VOTO LATINO | |||||||
| 1300 L STREET NW SUITE 975 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $75,000 | |
| WASHINGTON LEGAL CLINIC FOR THE HOMELESS | |||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | PC | CHAIRWOMAN'S POOL | $30,000 | |
| YUJIN KIM HOME DANCE COMPANY | |||||||
| 1275A RUCKMAN AVENUE | SAN FRANCISCO | CA | 94129 | PC | GENERAL SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,500,963 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $465,210 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $143,456 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,648,788 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,361,572 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,648,788 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,970,238 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,619,026 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EFROYMSON CHARITABLE REMAINDER TRUSTS | ||||||
| 1 | C/O MARYANN STEIN 1634 I STREET NW | WASHINGTON | DC | 20006 | $111,421 | Yes (X) |
| MICHAEL R LIEBER | ||||||
| 2 | 3808 ENGEL DRIVE | VALPARAISO | IN | 46383 | $58,688 | Yes (X) |
| FREDERIC W LIEBER | ||||||
| 3 | 703 S ROSE AVENUE | BLOOMINGTON | IN | 47401 | $51,747 | Yes (X) |
| JEFFREY W LIEBER | ||||||
| 4 | 11100 SPRING ROAD | CARMEL | IN | 46032 | $49,870 | Yes (X) |
| MATTHEW S LIEBER | ||||||
| 5 | ONE CANAL STREET UNIT 724 | BOSTON | MA | 02114 | $38,411 | Yes (X) |
| CHRISTOPHER A LIEBER | ||||||
| 6 | 10900 SPRING MILL ROAD | CARMEL | IN | 46032 | $35,998 | Yes (X) |
| ANNE RYAN | ||||||
| 7 | 1387 PANORAMA RIDGE ROAD | OCEANSIDE | CA | 92056 | $36,682 | Yes (X) |
| CATHERINE BOCKSTAHLER | ||||||
| 8 | 1634 I STREET NW | WASHINGTON | DC | 20006 | $26,948 | Yes (X) |
| SARAH L HALE | ||||||
| 9 | 8047 VAN NESS WAY | INDIANAPOLIS | IN | 46420 | $17,194 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $26 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | A COMPLETE COPY OF THE FEDERAL FORM 990-PF WAS PROVIDED TO THE ATTORNEY GENERAL'S OFFICE OF INDIANA. A COPY WAS NOT PROVIDED TO THE ATTORNEY GENERAL'S OFFICE OF DC AS A SPECIFIC COMMUNICATION FROM THE DC ATTORNEY GENERAL'S OFFICE WAS RECEIVED STATING THAT COPIES OF THE FEDERAL FORM 990-PF WERE NOT REQUIRED TO BE SENT TO THE DC ATTORNEY GENERAL AND SHOULD REFRAIN FROM BEING SENT. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $2,261,330 | $2,261,330 |
| AMPLIFY ENDOWMENT MANAGEMENT, LLC | FMV | $49,660,544 | $49,660,544 |
| GEM | FMV | $124,686 | $124,686 |
| AG DIRECT LENDING FUND | FMV | $520,246 | $520,246 |
| AG DIRECT LENDING FUND III | FMV | $942,010 | $942,010 |
| AG EUROPE REALTY HOLDINGS II | FMV | $1,094,162 | $1,094,162 |
| AG MORTGAGE VALUE PARTNERS | FMV | $3,051,106 | $3,051,106 |
| AG NORTHWOODS XVI | FMV | $336,048 | $336,048 |
| AG NORTHWOODS XVIII | FMV | $339,146 | $339,146 |
| AG REAL ESTATE DEBT FUND | FMV | $1,974,161 | $1,974,161 |
| DAVIDSON KEMPNER | FMV | $43,932 | $43,932 |
| DAVIDSON KEMPNER IV | FMV | $939,016 | $939,016 |
| GRIFFIN GAMING PARTNERS | FMV | $444,250 | $444,250 |
| INSOLVE GLOBAL CREDIT FUND II | FMV | $150,373 | $150,373 |
| INSOLVE GLOBAL CREDIT FUND III | FMV | $983,546 | $983,546 |
| INSOLVE GLOBAL CREDIT FUND IV | FMV | $985,487 | $985,487 |
| JP MORGAN DIGITAL GROWTH FUND I | FMV | $32,717 | $32,717 |
| JP MORGAN DIGITAL GROWTH FUND II | FMV | $315,003 | $315,003 |
| KAYNE ANDERSON REAL ESTATE III | FMV | $12,546 | $12,546 |
| KAYNE ANDERSON REAL ESTATE IV | FMV | $263,129 | $263,129 |
| KAYNE ANDERSON REAL ESTATE V | FMV | $470,168 | $470,168 |
| LANDMARK EQUITY PARTNERS XV | FMV | $259,666 | $259,666 |
| LANDMARK EQUITY PARTNERS XVI | FMV | $494,540 | $494,540 |
| LANDMARK REAL ESTATE PARTNERS VIII | FMV | $341,068 | $341,068 |
| REDCAR FUND I | FMV | $514,525 | $514,525 |
| STARWOOD OPPORTUNITY FUND IX | FMV | $271,307 | $271,307 |
| STARWOOD OPPORTUNITY FUND X | FMV | $329,224 | $329,224 |
| STARWOOD OPPORTUNITY FUND XI | FMV | $435,521 | $435,521 |
| SANKATY PROSPECT HARBOR | FMV | $1,712 | $1,712 |
| COMMONFUND CAPITAL INTL PARTNERS | FMV | $96,765 | $96,765 |
| GLOBAL ENVIRONMENT FUND | FMV | $2,146,403 | $2,146,403 |
| WILSHIRE NON-U.S. | FMV | $5,354 | $5,354 |
| WILSHIRE U.S. | FMV | $129,684 | $129,684 |
| DAVIDSON KEMPNER V | FMV | $187,210 | $187,210 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $90,970 | $90,970 | $0 | |
| FURNITURE AND FIXTURES | $93,870 | $93,870 | $0 | |
| LEASEHOLD IMPROVEMENTS | $31,298 | $31,298 | $0 | |
| ARTWORK | $1,900 | $0 | $1,900 | $1,900 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $36,048 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,048 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $2,500 | $2,500 | $2,500 |
| PROGRAM RELATED INVESTMENT PRINCIPAL | $300,000 | $300,000 | $300,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CURRENCY LOSS | $509 | $509 | $0 |
| PAYROLL PROCESSING FEES | $3,453 | $0 | $3,453 |
| FEES AND LICENSES | $11,630 | $0 | $11,630 |
| OFFICE SUPPLIES | $820 | $0 | $820 |
| TELEPHONE | $610 | $0 | $610 |
| DUES AND SUBSCRIPTIONS | $8,013 | $0 | $8,013 |
| ISRAEL OFFICE PROGRAM | $24,329 | $0 | $24,329 |
| INSURANCE | $10,717 | $0 | $10,717 |
| POSTAGE | $151 | $0 | $151 |
| MISCELLANEOUS | $198 | $0 | $198 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INVESTMENTS INCOME | Desc |
| Revenue And Expenses Per Books | $143,456 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $143,456 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $143,456 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $1,364,676 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL DEFERRED EXCISE TAX | Desc |
| BOY Book Value | $120,146 | BOYBookValueAmt |
| EOY Book Value | $18,820 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT SERVICES | $2,037 | $0 | $2,037 |
| OTHER CONSULTANTS | $283,819 | $0 | $231,911 |
| INVESTMENT MANAGEMENT, CONSULTING AND CUSTODIAL FEES | $380,812 | $66,463 | $314,349 |
| PARTNERSHIP INVESTMENT FEES | $232,066 | $232,066 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $23,293 | $0 | $23,293 |
| FOREIGN PAYROLL TAXES | $6,218 | $0 | $6,218 |
| FOREIGN TAXES | $72,413 | $72,413 | $0 |
| FEDERAL INCOME TAX | $91,925 | $0 | $0 |