AMBROSE MONELL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMBROSE MONELL FOUNDATION (EIN 13-1982683)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-12
- IRS object ID
- 202131939349100608
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-12T10:38:01-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132709344 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEEHAN & COMPANY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 ORINOCO DRIVE | AddressLine1Txt |
| City | BRIGHTWATERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11718 | 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 | 131982683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AMBROSE MONELL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O FULTON VITTORIA LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMBR | BusinessNameControlTxt |
| Phone | 2125860700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA - SUITE 301 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100202002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAURIZIO J MORELLO | PersonNm |
| Person Title | EXEC. VP AND ASSIST. TREAS | PersonTitleTxt |
| Phone | 2125860700 | PhoneNum |
| Signature | 2021-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAURIZIO | PersonFirstNm |
| Person Last | MORELLO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN C DEFALCO | PreparerPersonNm |
| PTIN | P00921346 | PTIN |
| Phone | 6316657040 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $343,517,566 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,435 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,435 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,368,437 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,368,437 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,647,055 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,940,687 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,647,055 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,042,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,042,927 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $330,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $165,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $165,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $41,167 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,584 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $20,583 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,316 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,158 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,158 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $94,048 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $47,024 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $47,024 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $931,125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $931,125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $271,399 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,163 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,236 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $118,509 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $61,610 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $56,899 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,814,564 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,262,664 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $311,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,165,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,165,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,979,564 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,262,664 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,476,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,063,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,780,263 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $192,868 | CashBOYAmt |
| Cash EOY | $243,910 | CashEOYAmt |
| Cash EOYFMV | $243,910 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,570,420 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,924,138 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,924,138 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $79,641,611 | CorporateStockBOYAmt |
| Corporate Stock EOY | $79,300,214 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $336,349,518 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $84,404,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,468,262 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $343,517,566 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $84,404,899 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $86,468,262 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $84,404,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,468,262 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $84,404,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $86,468,262 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $84,404,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,063,363 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $86,468,262 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $86,468,262 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NORTHERN TRUST (PUBLICLY TRADED SECURITIES) | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $34,940,687 | GrossSalesPriceAmt |
| Gain Or Loss | $12,647,055 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $12,647,055 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,647,055 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $247,146 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $247,146 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $247,146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $249,838 | 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 | $249,838 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $86 | EsPenaltyAmt |
| Overpayment | $2,606 | OverpaymentAmt |
| Applied To ES Tax | $2,606 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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.MONELLFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MAURIZIO J MORELLO | IndividualWithBooksNm |
| Phone | 2125860700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA - SUITE 301 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
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 | 0 | 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 | 0 | BusinessHoldingsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| AMBROSE K MONELL | ||||||||
| ONE ROCKEFELLER PLAZA SUITE 301 | NEW YORK | NY | 10020 | PRESIDENT/TREASURER | 10.00 | $0 | $0 | $0 |
| DR GARY K BEAUCHAMP | ||||||||
| ONE ROCKEFELLER PLAZA SUITE 301 | NEW YORK | NY | 10020 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MAURIZIO J MORELLO | ||||||||
| ONE ROCKEFELLER PLAZA SUITE 301 | NEW YORK | NY | 10020 | EXECUTIVE VP & ASSIST. TREASURER | 10.00 | $330,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | |||||
| PO BOX 803878 | CHICAGO | IL | 60680 | CUSTODIAL FEES | $254,757 |
| CLEARBRIDGE INVESTMENTS | |||||
| 620 EIGHT AVENUE | NEW YORK | NY | 10018 | CUSTODIAL FEES | $251,266 |
| MAI CAPITAL MANAGEMENT LLC | |||||
| 1360 EAST 9TH STREET SUITE 1100 | CLEVELAND | OH | 44114 | CUSTODIAL FEES | $198,311 |
| GRISANTI CAPITAL MANAGEMENT | |||||
| 777 3RD AVENUE | NEW YORK | NY | 10017 | CUSTODIAL FEES | $146,096 |
| COVINGTON ASSOCIATES | |||||
| 99 SUMMER STREET SUITE 200 | BOSTON | MA | 02110 | CUSTODIAL FEES | $80,695 |
| 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 | $303,677,243 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,561,879 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $311,239,122 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $311,239,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,668,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $306,570,535 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,328,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,328,527 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $247,146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $247,146 | TotalTaxAmt |
| Distributable Before Adj | $15,081,381 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,081,381 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,081,381 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,476,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,476,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,476,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,081,381 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,810,254 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,476,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,810,254 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $666,646 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $14,414,735 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MAURIZIO J MORELLO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125860700 | RecipientPhoneNum |
| Form And Info And Materials | SIMPLE LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (143 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADMIRAL NIMITZ FOUNDATION | |||||||
| 328 E MAIN STREET | FREDERICKSBURG | TX | 78624 | PC | GENERAL PURPOSES OF THE NATIONAL MUSEUM OF THE PACIFIC WAR | $25,000 | |
| ALVIN AILEY AMERICAN DANCE THEATER | |||||||
| 405 WEST 55TH STREET | NEW YORK | NY | 10019 | PC | GENERAL PURPOSES | $25,000 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 225 NMICHIGAN AVENUE FL 17 | CHICAGO | IL | 60601 | PC | GENERAL PURPOSES | $25,000 | |
| AMERICAN ENTERPRISE INSTITUTE OF PUBLIC POLICY RESEARCH | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | PC | GENERAL PURPOSES | $100,000 | |
| AMERICAN FEDERATION FOR AGING RESEARCH | |||||||
| 55 WEST 39TH STREET 16TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL PURPOSES | $25,000 | |
| AMERICAN FRIENDS FOR THE PRESERVATION OF CZECH CULTURE INC | |||||||
| PO BOX 814 | DOVER | MA | 02030 | PC | $50,000 FOR THE LOBKOWICZ LIBRARY AND ARCHIVES; $50,000 FOR GENERAL PURPOSES | $100,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | PC | $300,000 FOR GENERAL PURPOSES AND $200,000 FOR THE INSTITUTE OF COMPARATIVE GENOMICS | $500,000 | |
| AMERICAN SHAKESPEARE CENTER | |||||||
| 20 S NEW STREET 4TH FLOOR | STAUNTON | VA | 24401 | PC | GENERAL PURPOSES | $25,000 | |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | PC | GENERAL PURPOSES | $25,000 | |
| BASCOM PALMER EYE INSTITUTE OF THE UNIVERSITY OF MIAMI | |||||||
| 900 NW 17 STREET | MIAMI | FL | 33136 | PC | GENERAL PURPOSE | $250,000 | |
| BLAINE COUNTY HUNGER COALITION | |||||||
| 121 HONEYSUCKLE STREET | BELLEVUE | ID | 83313 | PC | GENERAL PURPOSE | $50,000 | |
| BLYTHEDALE CHILDREN'S HOSPITAL | |||||||
| 95 BRADHURST AVENUE | VALHALLA | NY | 10595 | PC | SOCIAL WORK PROGRAM | $50,000 | |
| BOY SCOUTS OF AMERICAGREATER NEW YORK COUNCILS | |||||||
| 475 RIVERSIDE DRIVE SUITE 600 | NEW YORK | NY | 10115 | PC | GENERAL PURPOSE | $25,000 | |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH STREET - SUITE 609 | NEW YORK | NY | 10036 | PC | GENERAL PURPOSE | $25,000 | |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | PC | GENERAL PURPOSES | $75,000 | |
| BROOKLYN BOTANIC GARDEN | |||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | PC | GENERAL PURPOSES | $75,000 | |
| BROOKLYN MUSEUM OF ART | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | PC | GENERAL PURPOSES | $75,000 | |
| BROOKLYN PUBLIC LIBRARY FOUNDATION | |||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | PC | GENERAL PURPOSES | $25,000 | |
| BUGLES ACROSS AMERICA | |||||||
| 1824 S CUYLER AVENUE | BERWYN | IL | 60402 | PC | GENERAL PURPOSES | $25,000 | |
| CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION | |||||||
| 2015 STEINER STREET | SAN FRANCISCO | CA | 94115 | PC | GENERAL PURPOSES | $25,000 | |
| CALVARY HOSPITAL | |||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | PC | GENERAL PURPOSES | $50,000 | |
| CANCER COMMONS | |||||||
| 5050 EL CAMINO REAL SUITE 215 | LOS ALTOS | CA | 94022 | PC | GENERAL PURPOSES | $25,000 | |
| CANCER RESEARCH INSTITUTE | |||||||
| ONE EXCHANGE PLAZA - 55 BROADWAY | NEW YORK | NY | 10006 | PC | STAR AWARD | $250,000 | SUITE 1802 |
| CARNEGIE INSTITUTION OF WASHINGTON | |||||||
| 1530P STREET NW | WASHINGTON | DC | 20005 | PC | $250,000 FOR GIANT MAGELLAN TELESCOPE AND $250,000 FOR GENERAL PURPOSES | $500,000 | |
| CATHOLIC CHARITIES USA | |||||||
| 2050 BALLENGER AVENUE SUITE400 | ALEXANDRIA | VA | 22314 | PC | APPLICATION TO DISASTER RELIEF OPERATIONS | $100,000 | |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | PC | FOR APPLICATION TO THE REFUGEE PROGRAM IN SYRIA | $75,000 | |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | GENERAL PURPOSES | $50,000 | |
| CHESS IN THE SCHOOLS | |||||||
| 520 EIGHTH AVENUE FLOOR 2 | NEW YORK | NY | 10018 | PC | GENERAL PURPOSES | $25,000 | |
| CHILDREN'S HEALTH FUND | |||||||
| 215 WEST 125TH STREET SUITE 301 | NEW YORK | NY | 10027 | PC | GENERAL PURPOSES | $50,000 | |
| CHILDREN'S HOME SOCIETY OF FLORIDA SOUTH COASTAL DIVISION | |||||||
| 3333 FOREST HILL BOULEVARD | WEST PALM BEACH | FL | 33406 | PC | GENERAL PURPOSE | $25,000 | |
| CHILDREN'S HOSPITAL BOSTON | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | PC | TO THE FOLKMAN ANGIOGENESIS RESEARCH INSTITUTE | $250,000 | |
| CHILDREN'S RIGHTS | |||||||
| 88 PINE STREET SUITE 800 | NEW YORK | NY | 10005 | PC | GENERAL PURPOSES | $50,000 | |
| CITY HARVEST | |||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL PURPOSE | $25,000 | |
| CLEVELAND CLINIC - GENOMIC MEDICINE INSTITUTE | |||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | PC | $175,000 FOR CLINICAL CANCER GENOMIC MONELL FELLOWSHIP GRANT AND $200,000 FOR RESEARCH ON PTEN MOLECULAR SWITCH | $375,000 | |
| COLD SPRING HARBOR LABORATORY | |||||||
| 1 BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | PC | GENERAL PURPOSES | $75,000 | |
| COLLEGE FUNDUNCF | |||||||
| 80 PINE STREET 9TH FLOOR | NEW YORK | NY | 10005 | PC | GENERAL PURPOSES | $100,000 | |
| COMMUNITY LIBRARY ASSOCIATION OF KETCHUM AND SUN VALLEY | |||||||
| 415 SPRUCE AVENUE PO BOX 2168 | KETCHUM | ID | 83340 | PC | GENERAL PURPOSES | $50,000 | |
| COMPREHENSIVE DEVELOPMENT | |||||||
| 240 SECOND AVENUE | NEW YORK | NY | 10003 | PC | GENERAL PURPOSE | $50,000 | |
| CRISTO REY PHILADELPHIA | |||||||
| 5218 NORTH BROAD STREET | PHILADELPHIA | PA | 19141 | PC | GENERAL PURPOSES | $25,000 | |
| DANA FARBER CANCER CENTER | |||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | PC | ADVANCEMENT OF IMMUNOTHERAPIES IN PEDIATRIC ONCOLOGY PROGRAM | $500,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL PURPOSE | $50,000 | |
| DREAMYARD PROJECT | |||||||
| 1085 WASHINGTON AVENUE GROUND FLOOR | BRONX | NY | 10456 | PC | GENERAL PURPOSES | $25,000 | |
| EDIBLE SCHOOL YARD | |||||||
| 20 JAY STREET SUITE M9 | BROOKLYN | NY | 11201 | PC | GENERAL PURPOSE | $50,000 | |
| EDUCATIONAL BROADCASTING COMPANY | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | PC | FOR APPLICATION TO THE FOLLOWING PROGRAMMING: METROFOCUS, AMERICAN MASTERS AND NYC-ARTS | $300,000 | |
| ELIZABETH SETON PEDIATRIC CENTER | |||||||
| 300 CORPORATE BOULEVARD SOUTH | YONKERS | NY | 10701 | PC | YOUNG AND ADULT CENTER CAMPAIGN | $50,000 | |
| EMORY UNIVERITY - EMORY VACCINE CENTER | |||||||
| 1440 CLIFTON ROAD NE SUITE 170 | ATLANTA | GA | 30322 | PC | TO BE UTILIZED AT THE VACCINE CENTER BY DR. RAFI'S DISCRETION | $300,000 | |
| FEDERALIST SOCIETY OF LAW AND PUBLIC POLICY STUDIES | |||||||
| 1776 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | PC | GENERAL PURPOSES | $50,000 | |
| FINE ARTS MUSEUM OF SAN FRANCISCO | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | PC | GENERAL PURPOSE | $25,000 | |
| FOUNDATION FIGHTING BLINDNESS | |||||||
| PO BOX 45740 | BALTIMORE | MD | 21297 | PC | GENERAL PURPOSES | $25,000 | |
| FOUNTAIN HOUSE | |||||||
| 425 WEST 47TH STREET | NEW YORK | NY | 10036 | PC | GENERAL PURPOSES | $100,000 | |
| FRESH AIR FUND | |||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL PURPOSES | $30,000 | |
| GIRL SCOUTS OF THE USA | |||||||
| 420 FIFTH AVENUE | NEW YORK | NY | 10018 | PC | GENERAL PURPOSE | $25,000 | |
| HARLEM GROWN | |||||||
| 127 WEST 127TH STREET | NEW YORK | NY | 10027 | PC | GENERAL PURPOSES | $25,000 | |
| HARVARD SCHOOL OF PUBLIC HEALTH | |||||||
| 677 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | GENERAL PURPOSES | $250,000 | |
| HEARING HEALTH FOUNDATION | |||||||
| 575 RIGHTH AVENUE 1201 | NEW YORK | NY | 10018 | PC | GENERAL PURPOSES | $25,000 | |
| HIGHER GROUND SUN VALLEY | |||||||
| BOX 6791 | KETCHUM | ID | 83340 | PC | HIGHER GROUND VETERANS PROGRAM | $75,000 | |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL - STANFORD | STANFORD | CA | 94305 | PC | GENERAL PURPOSES | $100,000 | UNIVERSITY |
| HORTICULTURAL SOCIETY OF NEW YORK | |||||||
| 148 WEST 37TH STREET 13TH FLOOR | NEW YORK | NY | 10018 | PC | GREENHOUSE PROGRAM | $25,000 | |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | FOR PRECISION MEDICINE LABORATORY | $250,000 | |
| HOWARD UNIVERSITY COLLEGE OF MEDICINE | |||||||
| 1851 9TH STREET THIRD FLOOR | WASHINGTON | DC | 20001 | PC | SCHOLARSHIPS | $50,000 | |
| INSTITUTE FOR ADVANCED STUDY | |||||||
| EINSTEIN DRIVE | PRINCETON | NJ | 08540 | PC | $300,000 FOR THE SCHOOL OF NATURAL SCIENCES AND MATHEMATICS AND $50,000 FOR GENERAL PURPOSES | $350,000 | |
| INTERNATIONAL CENTER FOR JOURNALISTS | |||||||
| 368 S PICKETT STREET - PO BOX 9865 | ALEXANDRIA | VA | 22304 | PC | GENERAL PURPOSES | $25,000 | |
| INTREPID MUSEUM | |||||||
| WEST 46TH STREET AND TWELFTH AVENUE | NEW YORK | NY | 10036 | PC | FOR THE EDUCATION INITIATIVES PROGRAM | $25,000 | |
| JOHN HOPKINS UNIVERSITY BRADY UROLOGICAL INSTITUTE | |||||||
| 600 NORTH WOLFE STREET MARBURG 135 | BALTIMORE | MD | 21287 | PC | $50,000 FOR THE BRADY UROLOGICAL INSTITUTE - PATRICK C. WALSH PROSTATE CANCER RESERACH FUND; $350,000 TOWARD DR. WALSH'S WORK ON IDENTIFYING GENES RESPOSIBLE FOR PROSTATE CANCER | $400,000 | |
| JUILIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL PURPOSE | $25,000 | |
| KENNEDY KRIEGER INSTITUTE | |||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | PC | INNOVATION AND COLLABORATION PILOT INITIATIVE | $100,000 | |
| KINGSBOROUGH COMMUNITY COLLEGE | |||||||
| 2001 ORIENTAL BOULEVARD | BROOKLYN | NY | 11235 | PC | TO THE NURSING PROGRAM | $100,000 | |
| LEARNING ALLY | |||||||
| 545 FIFTH AVENUE - SUITE 1005 | NEW YORK | NY | 10017 | PC | GENERAL PURPOSES | $25,000 | |
| LEGAL AID SOCIETY | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PC | GENERAL PURPOSES | $50,000 | |
| LENOX HILL HOSPITAL | |||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | PC | HOME AND COMMUNITY BASED MENTAL HEALTH PROGRAM | $50,000 | |
| LENOX HILL NEIGHBORHOOD HOUSE | |||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | $12,500 FOR THE REAL ARTS EDUCATION PROGRAM AND $12,500 FOR COMPREHENSIVE CASE MANAGEMENT FOR OLDER ADULTS PROGRAM | $25,000 | |
| LIGHTHOUSE GUILD | |||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10023 | PC | GENERAL PURPOSES | $25,000 | |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA 9TH FLOOR | NEW YORK | NY | 10023 | PC | GENERAL PURPOSES | $50,000 | |
| LINCOLN CENTER JAZZ | |||||||
| 3 COLUMBUS CIRCLE 12TH FLOOR | NEW YORK | NY | 10023 | PC | GENERAL PURPOSES | $150,000 | |
| LINCOLN CENTER THEATER | |||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | PC | GENERAL PURPOSES | $125,000 | |
| MAIMONIDES MEDICAL CENTER | |||||||
| 4802 TENTH AVENUE | BROOKLYN | NY | 11219 | PC | GENERAL PURPOSE | $50,000 | |
| MANHATTAN INSTITUTE | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | PC | GENERAL PURPOSES | $100,000 | |
| MASSACHUSETTS GENERAL HOSPITAL CANCER CENTER | |||||||
| BUILDING 149 THIRTEENTH STREET ROOM | CHARLESTOWN | MA | 02129 | PC | FOR THE DETECTION AND TREATMENT OF CANCER PROGRAMS | $300,000 | 7101 |
| MAYO FOUNDATION | |||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | PC | BENEFACTOR INNOVATION FUND | $250,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | TO THE CENTER FOR EPIGENETIC RESEARCH | $500,000 | |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | GENERAL PURPOSES | $50,000 | |
| METROPOLITAN OPERA ASSOCIATION | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PC | GENERAL PURPOSES | $100,000 | |
| MONELL CHEMICAL SENSES CENTER | |||||||
| 3500 MARKET STREET | PHILADELHIA | PA | 19104 | PC | $50,000 FOR MORLEY KARE FUND ; $75,000 FOR BUILDING'S CANOPY REPAIRS; $1,000,000 FOR GENERAL PURPOSES; $500,000 FOR RECRUITMENT OF NEW FACULTY AND $50,000 TO BE APPLIED TOWARD FACULTY'S MERIT POOL | $1,675,000 | |
| MONTEFIORE MEDICAL CENTER | |||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | PC | GENERAL PURPOSES | $50,000 | |
| MOUNT SINAI HEALTH SYSTEM | |||||||
| ONE GUSTAVE LLEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | PC | $100,000 FOR THE MT. SINAI ST. LUKE AND THE MT. SINAI ROOSEVELT HOSPITALS LANGUAGE ASSISTANCE PROGRAM AND $50,000 TO THE MT. SINAI HOSPITAL DIVISION OF PEDIATRIC HEMATOLOGY AND ONCOLOGY. | $150,000 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | PC | MMRF CURECLOUD EFFORT | $250,000 | |
| MUSEUM OF ART AND DESIGN | |||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | PC | GENERAL PURPOSES | $25,000 | |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | PC | GENERAL PURPOSES | $25,000 | |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | PC | GENERAL PURPOSES | $25,000 | |
| MYFACE | |||||||
| 333 EAST 30TH STREET - LOBBY UNIT | NEW YORK | NY | 10016 | PC | $25,000 FOR THE APPLICATION TO PROCEDURES FOR CHILDREN FROM LOW OR NO INCOME FAMILIES AND $25,000 FOR GENERAL PURPOSES | $50,000 | |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | PC | GENERAL PURPOSES | $250,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE - 3RD FLOOR | NEW YORK | NY | 10017 | PC | GENERAL PURPOSES | $25,000 | |
| NEW YORK ACADEMY OF MEDICINE | |||||||
| 1216 FIFTH AVENUE | NEW YORK | NY | 10029 | PC | GENERAL PURPOSES | $25,000 | |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | PC | GENERAL PURPOSES | $100,000 | |
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | GENERAL PURPOSES | $50,000 | |
| NEW YORK CITY CENTER | |||||||
| 130 WEST 56TH STREET | NEW YORK | NY | 10019 | PC | GENERAL PURPOSES | $25,000 | |
| NEW YORK EYE AND EAR INFIRMARY | |||||||
| 314 EAST 14TH STREET | NEW YORK | NY | 10003 | PC | $50,000 TO THE JORGE N BUXTON MICROSURGICAL EDUCATION FOUNDATION AND $125,000 FOR THE MICROSURGICAL EDUCATION FOUNDATION | $175,000 | |
| NEW YORK FOUNDLING HOSPITAL | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | PC | GENERAL PURPOSES | $50,000 | |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 850 THIRD AVENUE - 12TH FLOOR | NEW YORK | NY | 10022 | PC | $75,000 FOR THE MORGAN STANLEY ADULT EMERGENCY DEPT, $25,000 FOR GENERAL PURPOSES | $100,000 | |
| NEW YORK PUBLIC LIBRARY | |||||||
| 476 FIFTH AVENUE | NEW YORK | NY | 10018 | PC | GENERAL PURPOSES | $50,000 | |
| NEW YORK UNIVERISTY SCHOOL OF MEDICINE | |||||||
| 550 FIRST AVENUE HCC -15 | NEW YORK | NY | 10016 | PC | $50,000 APPLIED TO RESEARCH UNDER DIRECTION OF J.THOMAS ROLAND JR., MD, $50,000 FOR RESEARCH UNDER THE DIRECTION OF JOHN G. GOLFINOS, MD, $50,000 FOR GENERAL PURPOSES | $150,000 | |
| NORTHWESTERN UNIVERSITY FEINBERG SCHOOL OF MEDICINE | |||||||
| ARTHUR JRUBLOFF BUILDING 420 EAST | CHICAGO | IL | 60611 | PC | DEPT OF UROLOGY FOR DR. SCHAEFFER'S RESEARCH AND EDUCATION FUND | $150,000 | SUPERIOR STREET 9TH FLOOR |
| OVARIAN CANCER RESEARCH FUND ALLIANCE | |||||||
| 1101 14TH STREET NW SUITE 850 | WASHINGTON | DC | 20005 | PC | TO THE SUPPORT, RESOURCES AND EDUCATION PROGRAMS PREVIOUSLY OPERATED BY THE OVARIAN CANCER NATIONAL ALLIANCE | $50,000 | |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | PC | GENERAL PURPOSES | $25,000 | |
| PHILARMONIC-SYMPHONY SOCIETY OF NEW YORK | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL PURPOSES | $25,000 | |
| PIERPONT MORGAN LIBRARY | |||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | PC | GENERAL PURPOSES | $50,000 | |
| PROBONONET | |||||||
| 151 WEST 30TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL PURPOSES | $25,000 | |
| REHABILITATION CENTER FOR CHILDREN AND ADULTS | |||||||
| 300 ROYAL PALM WAY | PALM BEACH | FL | 33480 | PC | GENERAL PURPOSES | $50,000 | |
| RIVERBROOK REGIONAL YMCA | |||||||
| 404 DANBURY ROAD | WILTON | CT | 06897 | PC | GENERAL PURPOSES | $50,000 | |
| ROCKEFELLER UNIVERISTY HOSPITAL | |||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL PURPOSES | $50,000 | |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL PURPOSE | $250,000 | |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE - PO BOX 269 | ALEXANDRIA | VA | 22313 | PC | DISASTER RELIEF OPERATIONS PROGRAM | $150,000 | |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL PURPOSES | $25,000 | |
| SCHOOL OF AMERICAN BALLET | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL PURPOSES | $50,000 | |
| SMITHSONIAN COOPER-HEWITT NATIONAL DESIGN MUSEUM | |||||||
| 2 EAST 91ST STREET | NEW YORK | NY | 10128 | PC | GENERAL PURPOSES | $25,000 | |
| SOCIETY OF THE FOUR ARTS | |||||||
| 2 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | PC | GENERAL PURPOSES | $25,000 | |
| ST GEORGE'S SCHOOL | |||||||
| PO BOX 1910 | NEWPORT | RI | 02840 | PC | GENERAL PURPOSES | $50,000 | |
| ST LUKE'S WOOD RIVER FOUNDATION | |||||||
| PO BOX 7005 | KETCHUM | ID | 83340 | PC | GENERAL PURPOSES OF SUN VALLEY HOSPITAL | $100,000 | |
| THE BONE MARROW FOUNDATION | |||||||
| 515 MADISON AVENUE SUITE 1130 | NEW YORK | NY | 10022 | PC | GENERAL PURPOSE | $25,000 | |
| THE BRONX CHARTER SCHOOL FOR CHILDREN | |||||||
| 388 WILLIS AVENUE | BRONX | NY | 10455 | PC | GENERAL PURPOSES | $100,000 | |
| THE CATHEDRAL CHURCH OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVENUE AT 112TH | NEW YORK | NY | 10025 | PC | GENERAL PURPOSES | $50,000 | STREET |
| THE CHILDREN'S AID SOCIETY | |||||||
| 117 WEST 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | PC | GENERAL PURPOSES | $50,000 | |
| THE GREEN VALE SCHOOL | |||||||
| 250 VALENTINES LANE | OLD BROOKVILLE | NY | 11545 | PC | FOR THE ANNUAL FUND | $25,000 | |
| THE LIBRARY OF AMERICA | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | CORE COLLECTION INITIATIVE FOR NEW YORK CITY LIBRARIES PROGRAM | $25,000 | |
| THE PALEY CENTER FOR MEDIA | |||||||
| 25 WEST 52ND STREET | NEW YORK | NY | 10019 | PC | GENERAL PURPOSES | $25,000 | |
| THE PHIPPS HOUSES GROUP | |||||||
| 902 BROADWAY 13TH FLOOR | NEW YORK | NY | 10010 | PC | GENERAL PURPOSES | $25,000 | |
| THE FUND OF AMERICAN STUDIES | |||||||
| 1706 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | PC | GENERAL PURPOSES FOR TEACHING ECONOMICS | $50,000 | |
| TRUDEAU INSTITUTE | |||||||
| 154 ALGONQUIN AVENUE | SARANAC LAKE | NY | 12983 | PC | GENERAL PURPOSES | $100,000 | |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| 1150 ST NICHOLAS AVENUE ROOM 5-508 | NEW YORK | NY | 10032 | PC | TO THE SUMMER RESEARCH PROGRAM FOR SECONDARY SCHOOL SCIENCE TEACHERS | $25,000 | |
| THE DOUGHBOY FOUNDATION - UNITED STATES WORLD WAR ONE CENTENNIAL COMMISSION | |||||||
| 701 PENNSYLVANIA AVENUE NW 123 | WASHINGTON | DC | 20004 | PC | GRANT FOR THE NATIONAL WORLD WAR I MEMORIAL IN WASHINGTON D.C. | $500,000 | |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400891 | CHARLOTTESVILLE | VA | 22904 | PC | FELLOWSHIP IN TECHNOLOGY AND DEMOCRACY | $50,000 | |
| USTA TENNIS & EDUCATION FOUNDATION | |||||||
| 70 WEST RED OAK LANE | WHITE PLAINS | NY | 10604 | PC | GENERAL PURPOSES | $100,000 | |
| VILLAGE CAPITAL | |||||||
| 1101 K STREET NW SUITE 920 | WASHINGTON | DC | 20009 | PC | GENERAL PURPOSES | $100,000 | |
| VISITING NURSE SERVICES OF NEW YORK | |||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | GENERAL PURPOSES | $50,000 | |
| VZV FOUNDATION | |||||||
| 603 WEST 115 STREET SUITE 371 | NEW YORK | NY | 10025 | PC | GENERAL PURPOSES | $25,000 | |
| WAKE FOREST UNIVERSITY | |||||||
| OFFICE OF PERSONAL CAREER DEVELOPME | WINSTON SALEM | NC | 27109 | PC | FOR RESEARCH ON PERSONAL AND CAREER DEVELOPMENT | $50,000 | T |
| WINGS OF AMERICA | |||||||
| 901 W SAN MATEO SUITE M | SANTA FE | NM | 87505 | PC | FOR THE WINGS OF AMERICA PROGRAM | $25,000 | |
| WOMEN'S PRISON ASSOCIATION | |||||||
| 110 SECOND AVENUE | NEW YORK | NY | 10003 | PC | GENERAL PURPOSES | $150,000 | |
| YALE UNIVERSITY SCHOOL OF PUBLIC HEALTH | |||||||
| 60 COLLEGE STREET 606 LEPH | NEW HAVEN | CT | 06520 | PC | FOR "THE NEW STRATEGIES FOR AFRICAN TRYPANOSOMIASIS CONTROL" RESEARCH PROGRAM | $150,000 | |
| YMCA OF GREATER NEW YORK | |||||||
| FIVE WEST 63RD STREET 6TH FLOOR | NEW YORK | NY | 10023 | PC | GENERAL PURPOSES | $25,000 | |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF THE CITY OF NEW YORK | |||||||
| 50 BROADWAY 13TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL PURPOSES | $25,000 | |
| INTERNATIONAL NETWORK FOR THE CONSERVATION OF CONTEMPORARY ART | |||||||
| PO BOX 381091 | BROOKLYN | NY | 11238 | PC | GENERAL PURPOSES | $10,000 | |
| NORWALK HOSPITAL FOUNDATION | |||||||
| 34 MAPLE STREET | NORWALK | CT | 06856 | PC | FOR NUVANCE HEALTH CONNECTICUT EMERGENCY PREPAREDNESS BUDGET | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,165,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DANA FARBER CANCER CENTER | ||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | PC | $500,000 FOR 2021 & $500,000 FOR 2022 FOR THE ADVANCEMENT OF IMMUNOTHERAPIES IN PEDIATRIC ONCOLOGY | $1,000,000 |
| JOHN HOPKINS UNIVERSITY BRADY UROLOGICAL INSTITUTE | ||||||
| 600 NORTH WOLFE STREET MARBURG 135 | BALTIMORE | MD | 21287 | PC | $350,000 IN 2021 FOR DR. PATRICK C. WALSH'S RESEARCH ON IDENTIFYING GENES RESPONSIBLE FOR PROSTATE CANCER | $350,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,350,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,435 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,368,437 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,647,055 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,042,927 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,042,927 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RECORD KEEPING AND TAX PREPARATION | $23,220 | $11,610 | $11,610 |
| AUDIT SERVICES | $70,828 | $35,414 | $35,414 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $79,300,214 | EOYBookValueAmt |
| EOYFMV | $336,349,518 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,316 | LegalFeesAmt |
| Net Investment Income | $14,158 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,158 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $23,160 | $11,580 | $11,580 |
| OFFICE EXPENSES | $1,804 | $902 | $902 |
| BANK FEES | $133 | $66 | $67 |
| ADR FEES | $4,711 | $4,711 | $0 |
| HEALTH INSURANCE | $87,176 | $43,588 | $43,588 |
| NYS FILING FEES | $1,525 | $763 | $762 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL EXPENSES | CategoryTxt |
| Amt | $931,125 | Amt |
| Net Investment Income | $931,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $16,472 | $8,236 | $8,236 |
| EXCISE TAXES | $240,000 | $0 | $0 |
| FOREIGN TAXES | $14,927 | $14,927 | $0 |