CARL MARKS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CARL MARKS FOUNDATION INC (EIN 13-6169215)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-12
- IRS object ID
- 202131329349100013
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T08:40:08-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136169215 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Carl Marks Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW BOAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $13,887,082 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,531 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,531 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $725,823 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $725,823 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,384 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,277,443 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,384 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,558 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $767,296 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $759,738 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $78,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $78,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,967 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,967 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,131 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,131 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $66,129 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $66,049 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,256 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $56 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $454 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $454 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,812 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,637 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $190,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $311 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $180,238 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,186,426 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,186,426 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,377,175 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $311 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,366,664 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,609,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $759,427 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,762,243 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $660,902 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $660,902 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,834,580 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,326,542 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,226,180 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,596,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,987,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,887,082 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,596,823 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,987,444 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,596,823 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,987,444 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,596,823 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,987,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,596,823 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,609,879 | ExcessRevenueOverExpensesAmt |
| Other Increases | $500 | OtherIncreasesAmt |
| Subtotal | $8,987,444 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,987,444 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,277,443 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,250,059 | CostOrOtherBasisAmt |
| Gain Or Loss | $27,384 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $27,384 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,384 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,494,482 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,432,934 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.14309 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,448,354 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,891,149 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.123088 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,227,773 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,578,853 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.113785 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,605,124 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,448,966 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.133947 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,641,695 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,072,774 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068197 | DistributionYr5Rt |
| Total Distribution | 0.582107 | TotalDistributionRt |
| Average Distribution | 0.116421 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,646,152 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,821,541 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,594 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,829,135 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,366,664 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,594 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,594 | SubtotalAmt |
| Tax Based On Investment Income | $7,594 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $10,606 | OverpaymentAmt |
| Applied To ES Tax | $7,600 | AppliedToESTaxAmt |
| Refund | $3,006 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| Andrew M Boas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Pres, Dir, Chairman | 1.0 | $0 | $0 | $0 |
| Carol A Boas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Dir | 1.0 | $0 | $0 | $0 |
| Carol L Boas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Assistant Treas, Dir | 1.0 | $0 | $0 | $0 |
| Rick Boas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP, vice chair | 1.0 | $0 | $0 | $0 |
| Mark Claster | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Pres, Dir | 1.0 | $0 | $0 | $0 |
| Susan B Claster | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP, vice chair | 1.0 | $0 | $0 | $0 |
| Kate Liebman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 20.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN SHANKMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 RIVERSIDE AVE STE 202A | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Program Admin | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $78,000 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nancy and Edwin Marks Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Third Avenue - 33rd Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Philanthropic | ServiceTypeTxt |
| Compensation | $66,049 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,295,429 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,588,989 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,884,418 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,884,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $238,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,646,152 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $782,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $782,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,594 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,594 | TotalTaxAmt |
| Distributable Before Adj | $774,714 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $775,214 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $775,214 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,366,664 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,366,664 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,594 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,359,070 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $775,214 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $483,350 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,637,144 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,251,862 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,489,473 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,638,381 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,500,210 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,366,664 | QualifyingDistributionsAmt |
| Applied To Current Year | $775,214 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,591,450 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,091,660 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $483,350 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,608,310 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,637,144 | ExcessFromYear4Amt |
| Excess From Year3 | $1,251,862 | ExcessFromYear3Amt |
| Excess From Year2 | $1,489,473 | ExcessFromYear2Amt |
| Excess From Year1 | $1,638,381 | ExcessFromYear1Amt |
| Excess From Current Year | $1,591,450 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Andrew M Boas | ContributingManagerNm |
| Contributing Manager | Mark Claster | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 50CAN INC | |||||||
| 1625 K ST NW STE 400 | WASHINGTON | DC | 20006 | N/A | PC | ConnCAN Initiative | $50,000 |
| ACHIEVEMENT FIRST INC | |||||||
| 370 JAMES ST STE 404 | NEW HAVEN | CT | 06513 | N/A | PC | General & Unrestricted | $332,000 |
| ALLIANCE FOR A JUST SOCIETY | |||||||
| 3518 S EDMUNDS ST | SEATTLE | WA | 98118 | N/A | PC | One Fair Wage Emergency Fund | $1,000 |
| AMERICAN DIABETES ASSOCIATION INC | |||||||
| 55 E MONROE ST 3420 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $1,500 |
| AMERICAN FRIENDS OF SHALVA ISRAEL INC | |||||||
| 315 5TH AVE 6TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $25,000 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $12,500 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | COVID-19 Response program | $12,500 |
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO | |||||||
| 225 E CHICAGO AVE BOX 4 | CHICAGO | IL | 60611 | N/A | PC | Patients and Families Emergency Fund and Critical Care Research Disparities program | $97,290 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQ | BOSTON | MA | 02129 | N/A | PC | Annual Fund and Youth Opportunities Program NYC Focus | $55,000 |
| ARBOR BROTHERS INC | |||||||
| 56 E 126TH ST 1 | NEW YORK | NY | 10035 | N/A | PC | General & Unrestricted | $10,000 |
| BE THE MATCH FOUNDATION | |||||||
| 500 N 5TH ST | MINNEAPOLIS | MN | 55401 | N/A | PC | General & Unrestricted | $7,000 |
| BEBER CAMP PROPERTY INC | |||||||
| 8833 GROSS POINT RD STE 312 | SKOKIE | IL | 60077 | N/A | PC | General & Unrestricted | $1,800 |
| BERNARD M BARUCH COLLEGE | |||||||
| ONE BERNARD BARUCH WAY BOX A-1603 | NEW YORK | NY | 10010 | N/A | GOV | The Zicklin School of Business, Graduate School | $500 |
| CHERRY CREEK SCHOOLS FOUNDATION | |||||||
| 4700 S YOSEMITE ST STE 1 | GREENWOOD VILLAGE | CO | 80111 | N/A | PC | General & Unrestricted | $50,000 |
| CLASP HOMES INC | |||||||
| 246 POST RD E | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $10,000 |
| COMMUNITY MINDFULNESS PROJECT INCORPORATED | |||||||
| PO BOX 1713 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $1,000 |
| CONNECTICUT FOOD BANK INC | |||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | N/A | PC | General & Unrestricted | $6,000 |
| CONNECTICUT FOOD BANK INC | |||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | N/A | PC | COVID-19 Response Program | $6,500 |
| CORNELL UNIVERSITY | |||||||
| 260 DAY HALL | ITHACA | NY | 14853 | N/A | PC | Career Center | $166,666 |
| CYPRESS HILLS LOCAL DEVELOPMENT CORPORATION INC | |||||||
| 625 JAMAICA AVE | BROOKLYN | NY | 11208 | N/A | PC | College Persistence program | $35,000 |
| DOULA PROGRAM TO ACCOMPANY AND COMFORT INC | |||||||
| 55 EXCHANGE PL STE 402 | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $5,000 |
| DRUGS FOR NEGLECTED DISEASESINITIATIVE NORTH AMERI | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $1,500 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | General & Unrestricted | $5,000 |
| EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE OF BEN | |||||||
| 7802 BAY PKWY | BROOKLYN | NY | 11214 | N/A | PC | General & Unrestricted | $7,000 |
| EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE OF BEN | |||||||
| 7802 BAY PKWY | BROOKLYN | NY | 11214 | N/A | PC | Support for single parents | $1,000 |
| ENCOURAGE KIDS FOUNDATION | |||||||
| 1560 BROADWAY STE 600 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $2,500 |
| ENCOURAGE KIDS FOUNDATION | |||||||
| 1560 BROADWAY STE 600 | NEW YORK | NY | 10036 | N/A | PC | COVID-19 Programs | $3,000 |
| FACING HISTORY AND OURSELVES NATIONAL FOUNDATION | |||||||
| 150 BROADWAY STE 2100 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $2,500 |
| FAITHACTS FOR EDUCATION INC | |||||||
| 160 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $33,000 |
| FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFI | |||||||
| 4200 PARK AVE STE 300 | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $15,320 |
| FIGURE SKATING IN HARLEM INC | |||||||
| 361 W 125TH ST 4TH FL | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $31,000 |
| FIVER CHILDRENS FOUNDATION INC | |||||||
| 519 8TH AVE 24TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $35,000 |
| FOOD BANK OF LOWER FAIRFIELD COUNTY INC | |||||||
| 461 GLENBROOK RD | STAMFORD | CT | 06906 | N/A | PC | COVID-19 Relief fund | $5,000 |
| FORDHAM UNIVERSITY | |||||||
| 45 COLUMBUS AVE 8TH FL | NEW YORK | NY | 10023 | N/A | PC | Fordham Law School Feerick Center/Dilley Program | $10,000 |
| FRIENDS OF BAXTER STATE PARK | |||||||
| PO BOX 322 | BELFAST | ME | 04915 | N/A | PC | General & Unrestricted | $2,000 |
| FRIENDS OF LANE | |||||||
| 2501 W ADDISON ST | CHICAGO | IL | 60618 | N/A | PC | General & Unrestricted | $20,000 |
| FRIENDS OF THE CHILDREN NEW YORK | |||||||
| PO BOX 1649 | NEW YORK | NY | 10026 | N/A | PC | General & Unrestricted | $35,000 |
| FRIENDS OF THE NORWALK RIVER VALLEY TRAIL INC | |||||||
| PO BOX 174 | GEORGETOWN | CT | 06829 | N/A | PC | General & Unrestricted | $250 |
| FUTURES WITHOUT VIOLENCE | |||||||
| 2091 42ND AVE | SAN FRANCISCO | CA | 94116 | N/A | PC | General & Unrestricted | $6,500 |
| GABBY KRAUSE FOUNDATION | |||||||
| 7200 S ALTON WAY STE B130 | CENTENNIAL | CO | 80112 | N/A | PC | General & Unrestricted | $1,200 |
| GO PHILANTHROPIC CHARITABLE FUND | |||||||
| PO BOX 601 | CONIFER | CO | 80433 | N/A | PC | Cambodia Softies Ladies Program | $1,100 |
| GO PHILANTHROPIC CHARITABLE FUND | |||||||
| PO BOX 601 | CONIFER | CO | 80433 | N/A | PC | New Books Program, Softies Ladies program and House Build Program | $8,400 |
| GREATER CLEVELAND FOOD BANK INC | |||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | N/A | PC | General & Unrestricted | $2,000 |
| GREG RICHARDS LARRY POLATSCH AND SCOTT WEINGARD ME | |||||||
| 4 EDGEWOOD DR | RYE BROOK | NY | 10573 | N/A | PC | General & Unrestricted | $1,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC - HOUSATONI | |||||||
| 51 AUSTIN ST | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $8,000 |
| HEARTBEAT OPERA LTD | |||||||
| 804 W 180TH ST APT 63 | NEW YORK | NY | 10033 | N/A | PC | General & Unrestricted | $1,000 |
| HELEN KELLER INTERNATIONAL | |||||||
| ONE DAG HAMMARSKJOLD PLZ FL 2 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $25,000 |
| HIVE COMMUNITY CIRCLE | |||||||
| 2700 MIDDLEBURG DR STE 211 | COLUMBIA | SC | 29204 | N/A | PC | General & Unrestricted | $2,000 |
| HOFSTRA UNIVERSITY | |||||||
| 126 HOFSTRA UNIVERSITY MEMORIAL HAL | HEMPSTEAD | NY | 11549 | N/A | PC | Hofstra Law School Child and Family Advocacy program | $100,000 |
| HOMES WITH HOPE INC | |||||||
| 59 MYRTLE AVE | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $8,000 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | Steven M. Podos, MD Symposium and Lecture fund | $10,000 |
| IMPACTISRAEL INC | |||||||
| 4340 E-W HWY STE 202 | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $11,800 |
| IMPACTISRAEL INC | |||||||
| 4340 E-W HWY STE 202 | BETHESDA | MD | 20814 | N/A | PC | Care and Relief Campaign | $10,000 |
| IMPACTISRAEL INC | |||||||
| 4340 E-W HWY STE 202 | BETHESDA | MD | 20814 | N/A | PC | Graduate Program | $50,000 |
| INSTITUTE OF NOETIC SCIENCES | |||||||
| 101 SAN ANTONIO RD | PETALUMA | CA | 94952 | N/A | PC | General & Unrestricted | $2,000 |
| INTERFAITH NUTRITION NETWORK | |||||||
| 211 FULTON AVE | HEMPSTEAD | NY | 11550 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $12,500 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | COVID-19 Response program | $12,500 |
| J KIRBY SIMON FOREIGN SERVICE TR | |||||||
| 93 EDGEHILL RD | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $25,000 |
| JEWISH CHILD CARE ASSOCIATION OF NEW YORK | |||||||
| 858 E 29TH ST | BROOKLYN | NY | 11210 | N/A | PC | General & Unrestricted | $1,000 |
| JEWISH ENRICHMENT CENTER | |||||||
| 38 W 13TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $600 |
| JEWISH FAMILY SERVICE OF STAMFORD INC | |||||||
| 196 GREYROCK PL | STAMFORD | CT | 06901 | N/A | PC | General & Unrestricted | $12,500 |
| JEWISH HOME LIFECARE MANHATTAN | |||||||
| 120 W 106TH ST | NEW YORK | NY | 10025 | N/A | PC | Geriatric Career Development Program | $35,000 |
| LACEY HORWITCH SCHOLARSHIP FOUNDATION | |||||||
| 3216 HIGHLAND RD | NORTHBROOK | IL | 60062 | N/A | PC | General & Unrestricted | $1,000 |
| LEARNING ALLY | |||||||
| 20 ROSZEL RD | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $7,000 |
| LIGHT MY WAY CAREER DAY INC | |||||||
| 336 CENTRAL PARK W APT 11B | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $5,000 |
| MAKE THE ROAD NEW YORK | |||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | N/A | PC | Emergency Response Fund | $5,000 |
| MAKE THE ROAD NEW YORK | |||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | N/A | PC | Nevada Voter Engagement - Caucus training Program | $1,000 |
| MARIA DROSTE COUNSELING SERVICES INC | |||||||
| 1354 HANCOCK ST STE 209 | QUINCY | MA | 02169 | N/A | PC | Charitable Event | $2,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | COVID-19 Response program | $25,000 |
| MORRYS CAMP INC | |||||||
| 1 GATEWAY PLZ STE 1D | PORT CHESTER | NY | 10573 | N/A | PC | General & Unrestricted | $50,000 |
| NEW HEIGHTS YOUTH INC | |||||||
| 2472 BROADWAY PMB 112 | NEW YORK | NY | 10025 | N/A | PC | Career Assist, College Assist, and the alumni network program | $31,000 |
| NEW YORK PRESBYTERIAN HOSPITAL - COLUMBIA UNIVERSI | |||||||
| 525 E 68TH ST BOX 123 | NEW YORK | NY | 10032 | N/A | PC | Heart Valve Center | $3,500 |
| NORTH SHORE SOUP KITCHEN INC | |||||||
| PO BOX 168 | GLEN COVE | NY | 11542 | N/A | PC | General & Unrestricted | $1,500 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE 2ND FL | NEW HYDE PARK | NY | 11042 | N/A | PC | General & Unrestricted | $97,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE 2ND FL | NEW HYDE PARK | NY | 11042 | N/A | PC | House Calls Program and Long Island Jewish Home Health Program | $8,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE 2ND FL | NEW HYDE PARK | NY | 11042 | N/A | PC | For Advancing Women in Science and Medicine (AWSM) at the Feinstein Institute | $5,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE 2ND FL | NEW HYDE PARK | NY | 11042 | N/A | PC | Northwell Frontline Employees Relief Fund | $50,000 |
| NURSE FAMILY PARTNERSHIP | |||||||
| 1900 GRANT ST NO 400 | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $9,000 |
| OPERATION FUEL INC | |||||||
| 75 CHARTER OAK AVE STE 2-240 | HARTFORD | CT | 06106 | N/A | PC | COVID-19 Response Program | $6,500 |
| OXALOSIS AND HYPEROXALURIA FOUNDATION | |||||||
| 579 ALBANY POST RD | NEW PALTZ | NY | 12561 | N/A | PC | General & Unrestricted | $500 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | COVID-19 Response program | $12,500 |
| PAUL SMITHS COLLEGE OF ARTS AND SCIENCES | |||||||
| PO BOX 265 | PAUL SMITHS | NY | 12970 | N/A | PC | John Dillon Park fund | $2,500 |
| POPULATION COUNCIL INC | |||||||
| ONE DAG HAMMARSKJOLD PLZ 3RD FLOO | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $25,000 |
| POSITIVE DIRECTIONS-THE CENTER FOR PREVENTION AND | |||||||
| 90 POST RD W | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 |
| PROSPECTS OPPORTUNITY AND ENRICHMENT INC | |||||||
| 25 PROSPECT ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $1,500 |
| PROTEUS FUND INC | |||||||
| 15 RESEARCH DR STE B | AMHERST | MA | 01002 | N/A | PC | Third Wave Fund | $10,000 |
| ROCKING THE BOAT INC | |||||||
| 812 EDGEWATER RD | BRONX | NY | 10474 | N/A | PC | General & Unrestricted | $35,000 |
| ROW NEW YORK | |||||||
| 252 W 37TH ST 4TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $31,000 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY E STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | COVID-19 Relief fund | $5,000 |
| SERRV INTERNATIONAL INC | |||||||
| 532 BALTIMORE BLVD STE 409 | WESTMINSTER | MD | 21157 | N/A | PC | General & Unrestricted | $1,500 |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | Wildfire Project | $25,000 |
| SOUTH EAST CONSORTIUM FOR SPECIAL SERVICES INC | |||||||
| 740 W BOSTON POST RD | MAMARONECK | NY | 10543 | N/A | PC | General & Unrestricted | $20,000 |
| STAR FOUNDATION INC | |||||||
| 182 WOLFPIT AVE | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $3,000 |
| STREETSQUASH INC | |||||||
| 40 W 116TH ST | NEW YORK | NY | 10026 | N/A | PC | Alumni Program | $35,000 |
| TEMPLE BETH EL OF GREAT NECK | |||||||
| 5 OLD MILL RD | GREAT NECK | NY | 11023 | N/A | PC | Marjorie and Robert Boas Music PROGRAM | $10,000 |
| THE CONNECTICUT HOSPICE INC | |||||||
| 100 DOUBLE BEACH RD | BRANFORD | CT | 06405 | N/A | PC | Fay Fund | $10,000 |
| THE CONSERVATIVE SYNAGOGUE INC | |||||||
| 30 HILLSPOINT RD | WESTPORT | CT | 06880 | N/A | PC | Capital Campaign | $50,000 |
| THE CONSERVATIVE SYNAGOGUE INC | |||||||
| 30 HILLSPOINT RD | WESTPORT | CT | 06880 | N/A | PC | Kol Nidre Appeal fund | $10,000 |
| THE JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNT | |||||||
| 4200 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $10,000 |
| THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC | |||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $15,500 |
| THE WATERSHED CENTER INC | |||||||
| 44 KAYE RD | MILLERTON | NY | 12567 | N/A | PC | Elderly, sick, and Disabled COVID-19 meal service program | $5,000 |
| THE WATERSHED CENTER INC | |||||||
| 44 KAYE RD | MILLERTON | NY | 12567 | N/A | PC | Healing Justice Podcast | $5,000 |
| TIDES CENTER | |||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | N/A | PC | Solidaire Network fund | $20,000 |
| TIDES FOUNDATION | |||||||
| PO BOX 399389 | SAN FRANCISCO | CA | 94139 | N/A | PC | MOVEMENT VOTER PROJECT | $5,000 |
| TRANSITIONAL SERVICES OF NEW YORK FOR LONG ISLAND | |||||||
| 840 SUFFOLK AVE | BRENTWOOD | NY | 11717 | N/A | PC | General & Unrestricted | $500 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | Annual Appeal and Lions of Judah fund | $36,000 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | Annual Fund | $15,000 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | Emergency Relief fund in Response to COVID-19 | $10,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $10,000 |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | |||||||
| 184 ELDRIDGE ST 3RD FL | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $2,000 |
| WARRIOR EXPEDITIONS | |||||||
| 6621 FAIRWAY VIEW TRAIL | ROANOKE | VA | 24018 | N/A | PC | General & Unrestricted | $5,000 |
| WILDERNESS ON WHEELS FOUNDATION | |||||||
| PO BOX 1007 | WHEAT RIDGE | CO | 80034 | N/A | PC | General & Unrestricted | $2,500 |
| WILTON LIBRARY ASSOCIATION INCORPORATED | |||||||
| 137 OLD RIDGEFIELD RD | WILTON | CT | 06897 | N/A | PC | General & Unrestricted | $500 |
| WILTON VOLUNTEER AMBULANCE CORPS INC | |||||||
| PO BOX 216 | WILTON | CT | 06897 | N/A | PC | General & Unrestricted | $500 |
| YESHIVAS OHEL SHIMON | |||||||
| 702 AVE P | BROOKLYN | NY | 11223 | N/A | PC | to support the Elroy | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,186,426 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,531 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $725,823 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,384 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $7,558 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $767,296 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $767,296 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARON FOCUSED GROWTH FD INSTI | $722,362 | $1,881,109 |
| BERKSHIRE HATHAWAY INC. CLASS | $610,384 | $1,428,080 |
| CRIMSON WINE GROUP, LTD | $90,550 | $134,622 |
| CUBAN ELECTRIC CO | ||
| FRANCISCO IND INC | $1,767 | $4,480 |
| JEFFERIES GROUP INC | $5,863,002 | $5,891,894 |
| KANSAS CITY SOUTHERN | $486,453 | $3,433,670 |
| OVINTIV INC | $87,435 | $16,550 |
| SPECTRUM BRANDS HOLDINGS INC | $464,589 | $435,775 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Document Review/Drafting | $798 | $798 |
| General Consultations | $333 | $333 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $27,692 | $27,692 | |
| Bank Charges | $175 | $175 | |
| ANNUAL CREDIT CARD FEE | $75 | $75 | |
| Postage/Delivery Service | $120 | $120 | |
| State or Local Filing Fees | $750 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $7,558 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $66,049 | $66,049 | |
| Investment Management Services | $80 | $80 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $10,200 | |
| Foreign Tax Paid | $56 | $56 |
Comments