MAILMAN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MAILMAN FOUNDATION INC (EIN 13-6161556)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349108164
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T16:04:40-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136161556 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAILMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BusinessNameControlTxt | |
| Phone | 2126973509 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CITRIN-50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JODY WOLFE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126973509 | 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 | JODY | PersonFirstNm |
| Person Last | WOLFE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN STERN | PreparerPersonNm |
| PTIN | P00180118 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2021-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,118,309 | 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 | $12,975 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,975 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $247,343 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $247,343 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $318,925 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,304,289 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $318,925 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $500,644 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $497,174 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,079,887 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,076,417 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,520 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,104 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,416 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,614 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,307 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,307 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $79,138 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $828 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,310 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $173,186 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $171,399 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,787 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $351,458 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $203,638 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $72,820 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $527,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $527,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $878,458 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $203,638 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $599,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $201,429 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $872,779 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,996,679 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,698,197 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,698,197 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,982 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,146 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,982 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,982 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $969 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | -$946 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | -$946 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $12,898,469 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,567,782 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,096,518 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,153,875 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,986,667 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,322,558 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,053,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,253,682 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,118,309 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $141,931 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $141,046 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $141,931 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $141,046 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,522,887 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,522,887 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,388,320 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,589,749 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,911,207 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,112,636 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,053,138 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,253,682 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,911,207 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $201,429 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,112,636 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,112,636 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (THRU CHARLES SCHWAB) | $647,603 | $693,253 | -$45,650 | -$45,650 | |
| PUBLICLY TRADED SECURITIES (THRU CHARLES SCHWAB) | $1,248,793 | $1,062,574 | $186,219 | $186,219 | |
| PUBLICLY TRADED SECURITIES (THRU CITIBANK) | $96,815 | $89,930 | $6,885 | $6,885 | |
| PUBLICLY TRADED SECURITIES (THRU CITIBANK) | $370,596 | $355,884 | $14,712 | $14,712 | |
| PUBLICLY TRADED SECURITIES (THRU NEUBERGER BERMAN) | $236,303 | $384,336 | -$148,033 | -$148,033 | |
| PUBLICLY TRADED SECURITIES (THRU NEUBERGER BERMAN) | $1,685,830 | $1,393,216 | $292,614 | $292,614 | |
| PUBLICLY TRADED SECURITIES (THRU VANGUARD) | $13,780 | $13,780 | $13,780 | ||
| PUBLICLY TRADED SECURITIES (THRU VANGUARD) | $4,569 | $4,569 | $4,569 | ||
| CAPITAL GAIN (THRU FARALLON CAPITAL LP) | -$12,425 | -$12,425 | P | ||
| CAPITAL GAIN (THRU UV PARTNERS IV LP) | $6,254 | $6,254 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $318,925 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,132 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,132 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,132 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,751 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,251 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,119 | OverpaymentAmt |
| Applied To ES Tax | $18,119 | 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 | DE | OrgReportOrRegisterStateCd |
| 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 | NONE | WebsiteAddressTxt |
| Individual With Books | CITRIN COOPERMAN CO LLP | IndividualWithBooksNm |
| Phone | 2126971000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA 4TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | CA | 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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| PHYLLIS MAILMAN | ||||||||
| 50 ROCKEFELLER PLAZA-4TH FLOOR | NEW YORK | NY | 10020 | VP/ASST. TREASURER | 7.00 | $0 | $0 | $0 |
| JOAN M WOLFE | ||||||||
| 50 ROCKEFELLER PLAZA-4TH FLOOR | NEW YORK | NY | 10020 | PRESIDENT | 20.00 | $25,000 | $5,260 | $0 |
| JOHANNA L WOLFE | ||||||||
| 50 ROCKEFELLER PLAZA-4TH FLOOR | NEW YORK | NY | 10020 | VP/ASST SECRETARY | 0.25 | $0 | $0 | $0 |
| OLIVIA L WOLFE | ||||||||
| 50 ROCKEFELLER PLAZA-4TH FLOOR | NEW YORK | NY | 10020 | VP/ASST SECRETARY | 20.00 | $25,000 | $5,260 | $0 |
| JOSEPH V HASTINGS | ||||||||
| 50 ROCKEFELLER PLAZA-4TH FLOOR | NEW YORK | NY | 10020 | SECRETARY/TREASURER | 1.50 | $0 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEUBERGER BERMAN LLC | |||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | INVESTMENT MANAGEMENT | $91,246 |
| SELECT EQUITY GROUP LP | |||||
| 380 LAFAYETTE STREET-FL6 | NEW YORK | NY | 10003 | INVESTMENT MANAGEMENT | $55,170 |
| 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 | $24,456,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,663,388 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,725,481 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,845,345 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,845,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $492,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,352,665 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,617,633 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,617,633 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,132 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $519 | IncomeTaxAmt |
| Total Tax | $12,651 | TotalTaxAmt |
| Distributable Before Adj | $1,604,982 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,604,982 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,604,982 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $599,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $599,820 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $599,820 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,604,982 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,098,201 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,286,964 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,313,486 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $489,894 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $933,652 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,122,197 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $599,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $599,820 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,604,982 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,604,982 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,117,035 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,117,035 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $780,183 | ExcessFromYear4Amt |
| Excess From Year3 | $1,313,486 | ExcessFromYear3Amt |
| Excess From Year2 | $489,894 | ExcessFromYear2Amt |
| Excess From Year1 | $933,652 | ExcessFromYear1Amt |
| Excess From Current Year | $599,820 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHYLLIS MAILMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| APERTURE FOUNDATION INC | ||||||||
| 548 W 28TH ST 4TH FL | NEW YORK | NY | 10001 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| BROOKLYN ACADEMY OF MUSIC | ||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| CHAPMAN PARTNERSHIP | ||||||||
| 1550 N MIAMI AVE | MIAMI | FL | 33136 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $7,500 | |
| CITIZENS COMMITTEE FOR CHILDREN OF NY | ||||||||
| 14 WALL ST 4E | NEW YORK | NY | 10005 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $10,000 | |
| CITY HARVEST INC | ||||||||
| 5501 2ND ST | QUEENS | NY | 11101 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $30,000 | |
| DANCING DREAMS | ||||||||
| 23-91 BELL BLVD | NEW YORK | NY | 11360 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| EMERGING PUBLIC LEADERS | ||||||||
| 1100 13TH STREET NW SUITE 800 | WASHINGTON | DC | 20005 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $25,000 | |
| FIRE | ||||||||
| 510 WALNUT STREET SUITE 1250 | PHILADELPHIA | PA | 19106 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $25,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $20,000 | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| LUPUS RESEARCH ALLIANCE | ||||||||
| 275 MADISON AVENUE 10TH FL | NEW YORK | NY | 10016 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| MADISON AVENUE PRESBYTERIAN CHURCH | ||||||||
| 921 MADISON AVE | NEW YORK | NY | 10021 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $25,000 | |
| NEW CIVIL LIBERTIES ALLIANCE | ||||||||
| 1225 19TH STREET NORTHWEST SUITE | WASHINGTON | DC | 20036 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $50,000 | 450 |
| PAMM | ||||||||
| 630 W 168TH ST | NEW YORK | NY | 10032 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $25,000 | |
| PLANNED PARENTHOOD OF NEW YORK CITY | ||||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| PUBLIC RADIO INTERNATIONAL | ||||||||
| 401 2ND AVENUE NORTH SUITE 500 | MINNEAPOLIS | MN | 55401 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| RANSOM EVERGLADES SCHOOL | ||||||||
| 2045 SOUTH BAYSHORE DRIVE | COCONUT GROVE | FL | 33133 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| ROOT & REBOUND | ||||||||
| 1610 HARRISON ST SUITE E | OAKLAND | CA | 94612 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $2,000 | |
| RX ART INC | ||||||||
| 208 FORSYTH ST 1 | NEW YORK | NY | 10002 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| STONE BARNS CENTER | ||||||||
| 630 BEDFORD RD | TARRYTOWN | NY | 10591 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $10,000 | |
| TEXAS CHILDREN'S HOSPITAL | ||||||||
| 6621 FANNIN ST | HOUSTON | TX | 77030 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $15,000 | |
| THE BROOKLYN MUSEUM | ||||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 11238 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $15,000 | |
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $10,000 | |
| THE METROPOLITAN OPERA | ||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $30,000 | |
| THE MUSEUM OF CONTEMPORARY ART | ||||||||
| 4TH 5TH FLOORS 528 W 39TH ST3RD | NEW YORK | NY | 10018 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| THIRTEENWNET | ||||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $15,000 | |
| TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||
| 535 W 116TH ST | NEW YORK | NY | 10027 | NO RELATION | PC | TOWARDS THE JOSEPH L. MAILMAN SCHOOLD OF PUBLIC HEALTH | $150,000 | |
| TUXEDO PARK SCHOOL | ||||||||
| MOUNTAIN FARM RD | TUXEDO PARK | NY | 10987 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $5,000 | |
| YOUNG MENS & YOUNG WOMENS HEBREW ASSOCIATION | ||||||||
| 30 LAFAYETTE AVE | BALTIMORE | MD | 21201 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $527,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PUBLIC RADIO INTERNATIONAL | |||||||
| 401 2ND AVENUE NORTH SUITE 500 | MINNEAPOLIS | MN | 55401 | NO RELATION | PC | UNRESTRICTED CHARITIBLE PURPOSE | $20,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| 535 W 116TH ST | NEW YORK | NY | 10027 | NO RELATION | PC | TOWARDS THE JOSEPH L. MAILMAN SCHOOL OF PUBLIC HEALTH | $450,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $470,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,975 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $247,343 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531930 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,470 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $497,174 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $318,925 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,470 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,076,417 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,079,887 | 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 |
|---|---|---|---|
| FEES FOR INVESTMENT/REPORT PREPARATION | $19,307 | $19,307 | $0 |
| FEES FOR PREPARATION OF FEDERAL AND STATE TAX RETURNS | $19,307 | $0 | $19,307 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE MAILMAN FOUNDATION INC. HEREBY ELECTS TO TREAT $599,820 OF THE QUALIFYING DISTRIBUTIONS OF THE FOUNDATION FOR THE YEAR ENDING DECENBER 31, 2020 AS BEING MADE OUT OF CORPUS IN ACCORDANCE WITH INTERNAL REVENUE REGULATION SECTION 53.4942 (A)-3(D)(2). | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD | $497,189 | $519,263 |
| CHARLES SCHWAB | $3,888,655 | $5,417,936 |
| NEUBERGER BERMAN | $6,425,738 | $11,720,276 |
| CITIBANK | $3,671,407 | $4,696,518 |
| MERRILL LYNCH | $84,793 | $17,742,525 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WARBURG PINCUS EQUITY PTRS | AT COST | $110,380 | $8,262 |
| MOUNTAINVIEW GARDENS | AT COST | $27,079 | $27,079 |
| UV PARTNERS IV, LP | AT COST | $152,998 | $199,575 |
| FARALLON CAP INST. PTRS | AT COST | $196,210 | $126,128 |
| GREAT JONES OFFSHORE FUND, LTD. | AT COST | $1,500,000 | $1,961,514 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE STATUTORY REP FEES | $647 | $0 | $647 |
| INV. FEES - NEUBERGER | $91,246 | $91,246 | $0 |
| INV. FEES - CITIBANK | $18,521 | $18,521 | $0 |
| SERVICE FEES - SCHWAB | $57,982 | $57,982 | $0 |
| PAYROLL PROCESSING FEES | $1,948 | $1,558 | $390 |
| NY CHAR 500 FILING FEES | $750 | $0 | $750 |
| SERVICE FEES - CITIBANK | $908 | $908 | $0 |
| OTHER EXPENSES | $1,157 | $1,157 | $0 |
| SERVICE FEES - NB | $27 | $27 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PORTFOLIO - NON-UBT INCOME(LOSS) | $5,891 | $5,891 | $5,891 |
| THRU MOUNTAINVIEW GARDENS | $191 | $191 | $191 |
| THRU W/P EQUITY PARTNERS | -$305 | -$305 | -$305 |
| THRU FARALLON CAP. INTST'L PTRS | $7,529 | $7,529 | $7,529 |
| THRU UV PARTNERS IV LP | $483,868 | $483,868 | $483,868 |
| THRU MOUNTAINVIEW GARDENS (UBI) | $3,470 | $0 | $3,470 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE JOSHUA MAILMAN FOUNDATION | Desc |
| BOY Book Value | $141,931 | BOYBookValueAmt |
| EOY Book Value | $141,046 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $4,138 | $828 | $3,310 |
| EXCISE TAX ON NET INVESTMENT INCOME | $75,000 | $0 | $0 |
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