VITAL PROJECTS FUND INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VITAL PROJECTS FUND INC (EIN 13-3711340)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-26
- IRS object ID
- 202512389349100206
- Schema version
- 2024v5.2
- 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
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-26T08:29:39-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812950760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 389 INTERPACE PARKWAY STE 3 | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133711340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VITAL PROJECTS FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VITA | BusinessNameControlTxt |
| Phone | 9734726250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 PARK AVE 3601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10152 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MENSCHEL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9734726250 | PhoneNum |
| Signature | 2025-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG CASSANO | PreparerPersonNm |
| PTIN | P01551886 | PTIN |
| Phone | 9734726250 | PhoneNum |
| Preparation | 2025-08-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $362,947,737 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,346,277 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,346,277 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,858,440 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,858,440 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,055,600 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,949,115 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,055,600 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,027 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,027 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $50,271,344 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,271,344 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $215,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $107,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $107,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $640,614 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $320,307 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $320,307 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,452 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,726 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,726 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,816 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,908 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,908 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $114,927 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $114,927 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,032,314 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85,907 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $946,407 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,064,123 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $659,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,404,848 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,025,722 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,142,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,089,845 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $659,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,547,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,181,499 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,612,069 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,369,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,189,309 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,189,309 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $105,566,289 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $74,789,952 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $74,789,952 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $223,755,826 | CorporateStockBOYAmt |
| Corporate Stock EOY | $274,544,884 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $274,544,884 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $15,674,852 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,423,592 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,423,592 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $355,366,295 | TotalAssetsBOYAmt |
| Total Assets EOY | $362,947,737 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $362,947,737 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $166,803 | GrantsPayableBOYAmt |
| Grants Payable EOY | $50,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $4,268,243 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,684,211 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,435,046 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,734,211 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $350,931,249 | RetainedEarningBOYAmt |
| Retained Earning EOY | $359,213,526 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $350,931,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $359,213,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $355,366,295 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $362,947,737 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $350,931,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,181,499 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $384,112,748 | SubtotalAmt |
| Other Decreases | $24,899,222 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $359,213,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LONG-TERM GAINS FROM GOLDMAN SACHS | P | 1981-01-01 | 2024-12-31 | $45,428,087 | $6,893,207 | $38,534,880 | $38,534,880 |
| LONG-TERM GAINS FROM VANGUARD | P | 2023-01-01 | 2024-12-31 | $495,007 | $495,007 | $495,007 | |
| SHORT-TERM GAINS FROM VANGUARD | P | 2024-01-01 | 2024-12-31 | $26,021 | $26,021 | $26,021 | |
| CAPITAL GAIN | P | 2023-01-01 | 2024-12-31 | $308 | -$308 | -$308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,055,600 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $689,608 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $689,608 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $689,608 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $750,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $600,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,350,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $660,392 | OverpaymentAmt |
| Applied To ES Tax | $660,392 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MCDERMOTT WILL EMERY LLP | IndividualWithBooksNm |
| Phone | 2125475400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 VANDERBILT AVE 86TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100173852 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID F MENSCHEL | ||||||||
| C/O VITAL PROJECTS 811 SE STARK ST | PORTLAND | OR | 97214 | PRESIDENT/DIRECTOR/TREASURER | 25.00 | $100,000 | $0 | $0 |
| MARIANNE SAMMARCO | ||||||||
| 375 PARK AVENUE SUITE 3601 | NEW YORK | NY | 10152 | ASSISTANT SECRETARY | 20.00 | $75,000 | $0 | $0 |
| JAY RIVLIN | ||||||||
| 1 VANDERBILT AVE 86TH FLOOR | NEW YORK | NY | 10017 | DIRECTOR | 2.00 | $40,000 | $0 | $0 |
| LAUREN E MENSCHEL | ||||||||
| 375 PARK AVENUE SUITE 3601 | NEW YORK | NY | 10152 | SECRETARY/DIRECTOR | 0.25 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| NANCY ERTAG-BRAND | ||||||||
| 375 PARK AVENUE SUITE 3601 | NEW YORK | NY | 10152 | CFO/CIO | 40.00 | $270,100 | $41,804 | $0 |
| SOPHIE CULL | ||||||||
| 3016 DUMAINE STREET | NEW ORLEANS | LA | 70119 | CRIMINAL JUSTICE PRO | 40.00 | $160,501 | $27,792 | $0 |
| LANEY BETH ELLISOR | ||||||||
| 811 SE STARK STREET | PORTLAND | OR | 97214 | PROGRAM MANAGER | 40.00 | $110,021 | $19,354 | $0 |
| ARIEL JACOBS | ||||||||
| 375 PARK AVENUE SUITE 3601 | NEW YORK | NY | 10152 | ASSOCIATE | 40.00 | $100,000 | $17,184 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | INTERNAL REVENUE CODE SECTION 501(C)(3). | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $363,638,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,634,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,690,767 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $367,964,291 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $367,964,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,519,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $362,444,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,122,241 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,122,241 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $689,608 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $689,608 | TotalTaxAmt |
| Distributable Before Adj | $17,432,633 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,432,633 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,432,633 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,547,373 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,547,373 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,432,633 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,179,337 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,547,373 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,179,337 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,368,036 | 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 | $15,064,597 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (120 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY CENTER OF VIRGINIA | |||||||
| 5825 ARROWHEAD DR 201 | VIRGINIA BEACH | VA | 23462 | NONE | CHARITY | GENERAL SUPPORT | $15,000 |
| ABOLITIONIST LAW CENTER | |||||||
| PO BOX 8654 | PITTSBURGH | PA | 15221 | NONE | CHARITY | GENERAL SUPPORT | $75,000 |
| ACLU OF MICHIGAN FOUNDATION | |||||||
| 2966 WOODWARD AVENUE | DETROIT | MI | 48201 | NONE | CHARITY | GENERAL SUPPORT | $225,000 |
| ACLU OF NEW JERSEY FOUNDATION | |||||||
| PO BOX 32159 | NEWARK | NJ | 07102 | NONE | CHARITY | GENERAL SUPPORT | $100,000 |
| ADVANCING REAL CHANGE | |||||||
| 309 N CHARLES ST | BALTIMORE | MD | 21201 | NONE | CHARITY | GENERAL SUPPORT | $75,000 |
| ADVERTISING COUNCIL | |||||||
| 815 SECOND AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | NONE | CHARITY | GENERAL SUPPORT | $25,000 |
| ALABAMA APPLESEED | |||||||
| 400 S UNION ST | MONTGOMERY | AL | 36104 | NONE | CHARITY | GENERAL SUPPORT | $80,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | CHARITY | GENERAL SUPPORT | $100,000 |
| ARCHIVES OF AMERICAN ART | |||||||
| 750 9TH ST NW | WASHINGTON | DC | 20001 | NONE | CHARITY | GENERAL SUPPORT | $25,000 |
| ARIZONA CAPITAL REPRESENTATION PROJECT | |||||||
| 25 S GRANDE AVE | TUCSON | AZ | 85745 | NONE | CHARITY | GENERAL SUPPORT | $150,000 |
| ASOLO THEATER INC | |||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | NONE | CHARITY | GENERAL SUPPORT | $15,000 |
| ATLANTIC CENTER FOR CAPITAL REPRESENTATION | |||||||
| 1315 WALNUT ST 1331 | PHILADELPHIA | PA | 19107 | NONE | CHARITY | GENERAL SUPPORT | $110,000 |
| BEAR HUG CATTLE COMPANY | |||||||
| 256 EAGLE ROCK AVE | ROSELAND | NJ | 07068 | NONE | CHARITY | GENERAL SUPPORT | $10,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE (WAS CENTER TO PREV) | |||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | NONE | CHARITY | GENERAL SUPPORT | $10,000 |
| BRAIN & BEHAVIOR RESEARCH FDN | |||||||
| 747 THIRD AVENUE 33RD FLOOR | NEW YORK | NY | 10017 | NONE | CHARITY | GENERAL SUPPORT | $125,000 |
| BRIDGEHAMPTON CHAMBER MUSIC FESTIVAL | |||||||
| 135 E 57TH STREET 14TH FL | NEW YORK | NY | 10022 | NONE | CHARITY | GENERAL SUPPORT | $25,000 |
| BRIDGING CULTURAL GAPS | |||||||
| 946 INDUSTRY DR | TUKWILA | WA | 98188 | NONE | CHARITY | GENERAL SUPPORT | $75,000 |
| CAMPAIGN FOR THE FAIR SENTENCING OF YOUTH | |||||||
| 1319 F STREET NW SUITE 303 | WASHINGTON | DC | 20004 | NONE | CHARITY | GENERAL SUPPORT | $150,000 |
| CAPITAL APPEALS PROJECT | |||||||
| 7214 SAINT CHARLES AVE 9 | NEW ORLEANS | LA | 70118 | NONE | CHARITY | GENERAL SUPPORT | $100,000 |
| CENTER FOR COMMUNITY ALTERNATIVES | |||||||
| 25 CHAPEL STREET 7TH FLOOR | BROOKLYN | NY | 11201 | NONE | CHARITY | GENERAL SUPPORT | $100,000 |
| CERES COMMUNITY PROJECT | |||||||
| PO BOX 1562 | SEBASTOPOL | CA | 95473 | NONE | CHARITY | GENERAL SUPPORT | $75,000 |
| CHEF ANN FOUNDATION | |||||||
| 5485 CONESTOGA CT 110F | BOULDER | CO | 80301 | NONE | CHARITY | GENERAL SUPPORT | $250,000 |
| CITY HARVEST INC | |||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | NONE | CHARITY | GENERAL SUPPORT | $125,000 |
| COALITION FOR THE HOMELESS | |||||||
| 1300 S FOURTH STREET 250 | LOUISVILLE | KY | 40208 | NONE | CHARITY | GENERAL SUPPORT | $50,000 |
| COLUMBIA UNIVERSITY | |||||||
| 615 W 131ST ST | NEW YORK | NY | 10027 | NONE | CHARITY | GENERAL SUPPORT | $50,000 |
| COMMITTEE TO PROTECT JOURNALISTS | |||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | NONE | CHARITY | GENERAL SUPPORT | $20,000 |
| COMMUNITY FUNDS INC | |||||||
| 909 3RD AVE FL 22 | NEW YORK | NY | 10022 | NONE | CHARITY | GENERAL SUPPORT | $900,000 |
| DESERVING LIFE | |||||||
| 1300G EL PASEO RD UNIT 310 | LAS CRUCES | NM | 880016024 | NONE | CHARITY | GENERAL SUPPORT | $50,000 |
| DONNIE SHELL SCHOLARSHIP FOUNDATION | |||||||
| 2945 SHANDON RD | ROCK HILL | SC | 29730 | NONE | CHARITY | GENERAL SUPPORT | $10,000 |
| DOWNTOWN STREETS TEAM INC | |||||||
| 1671 THE ALAMEDA STE 301 | SAN JOSE | CA | 95126 | NONE | CHARITY | GENERAL SUPPORT | $10,000 |
| DRAWBRIDGE | |||||||
| PO BOX 2698 | SAN RAFAEL | CA | 94912 | NONE | CHARITY | GENERAL SUPPORT | $10,000 |
| DUKE UNIVERSITY | |||||||
| ALUMNI DEVELOPMENT | DURHAM | NC | 27708 | NONE | CHARITY | GENERAL SUPPORT | $340,000 |
| FAMILIES AGAINST MANDATORY MINIMUMS | |||||||
| 1100 H STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | CHARITY | GENERAL SUPPORT | $175,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | CHARITY | GENERAL SUPPORT | $25,000 |
| FELONY MURDER ELIMINATION PROJECT | |||||||
| PO BOX 441 | CLAYTON | CA | 94517 | NONE | CHARITY | GENERAL SUPPORT | $90,000 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | CHARITY | GENERAL SUPPORT | $100,000 |
| FOOD BANK OF THE ROCKIES | |||||||
| 10700 E 45TH AVENUE | DENVER | CO | 80239 | NONE | CHARITY | GENERAL SUPPORT | $10,000 |
| FRIENDS OF GEORGICA POND FOUNDATION | |||||||
| PO BOX 1393 | WAINSCOTT | NY | 11975 | NONE | CHARITY | GENERAL SUPPORT | $25,000 |
| GLIDE MEMORIAL METHODIST CHURCH | |||||||
| 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | NONE | CHARITY | GENERAL SUPPORT | $50,000 |
| GUILD HALL OF EAST HAMPTON | |||||||
| 158 MAIN ST | EAST HAMPTON | NY | 11937 | NONE | CHARITY | GENERAL SUPPORT | $25,000 |
| HABITAT FOR HUMANITY NEW YORK CITY | |||||||
| 111 JOHN ST 23RD FLOOR | NEW YORK | NY | 10038 | NONE | CHARITY | GENERAL SUPPORT | $50,000 |
| HEALING ADVOCACY FUND | |||||||
| 8110 SE RAMONA ST | PORTLAND | OR | 972065155 | NONE | CHARITY | GENERAL SUPPORT | $200,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY ST | NEW YORK | NY | 10002 | NONE | CHARITY | GENERAL SUPPORT | $15,000 |
| HEROIC HEARTS PROJECT INC | |||||||
| 105 W 125TH ST FRNT 1 1258 | NEW YORK | NY | 10027 | NONE | CHARITY | GENERAL SUPPORT | $25,000 |
| HOLY ROSARY CHURCH | |||||||
| 2716 N 42ND ST | FAIRMONT CITY | IL | 622012212 | NONE | CHARITY | GENERAL SUPPORT | $75,000 |
| HOMELESS PRENATAL PROGRAM | |||||||
| 2500 18TH ST | SAN FRANCISCO | CA | 94110 | NONE | CHARITY | GENERAL SUPPORT | $25,000 |
| HOPEWELL FUND | |||||||
| 1828 L STREET NW 300-D | WASHINGTON | DC | 200365109 | NONE | CHARITY | GENERAL SUPPORT | $262,000 |
| HOUR CHILDREN INC | |||||||
| 36-11 12TH ST | QUEENS | NY | 11106 | NONE | CHARITY | GENERAL SUPPORT | $15,000 |
| I HAVE A DREAM FOUNDATION OF BOULDER COUNTY | |||||||
| 322 8TH AVENUE SUITE 202 | NEW YORK | NY | 10001 | NONE | CHARITY | GENERAL SUPPORT | $50,000 |
| ILLINOIS PRISON PROJECT | |||||||
| 53 W JACKSON SUITE 452 | CHICAGO | IL | 60604 | NONE | CHARITY | GENERAL SUPPORT | $100,000 |
| INVESTIGATIVE REPORTS & EDITORS INC | |||||||
| 141 NEFF ANNEX | COLUMBIA | MO | 65211 | NONE | CHARITY | GENERAL SUPPORT | $175,000 |
| LEWIS & CLARK COLLEGE | |||||||
| 615 SW PALATINE HILL RD | PORTLAND | OR | 97219 | NONE | CHARITY | GENERAL SUPPORT | $96,500 |
| LINCOLN CENTER FOR PERFORMING ARTS-JAZZ AT LINCOLN CENTER | |||||||
| 10 COLUMBUS CIR | NEW YORK | NY | 10023 | NONE | CHARITY | GENERAL SUPPORT | $35,000 |
| LONG HOUSE RESERVE | |||||||
| 133 HANDS CREEK RD | EAST HAMPTON | NY | 11937 | NONE | CHARITY | GENERAL SUPPORT | $50,000 |
| LOOK2JUSTICE | |||||||
| PO BOX 30624 | SEATTLE | WA | 98113 | NONE | CHARITY | GENERAL SUPPORT | $50,000 |
| LOUISIANA PAROLE PROJECT INC | |||||||
| 251 FLORIDA STREET SUITE 400 | BATON ROUGE | LA | 70801 | NONE | CHARITY | GENERAL SUPPORT | $550,000 |
| LOYOLA UNIVERSITY NEW ORLEANS | |||||||
| 6363 SAINT CHARLES AVE | NEW ORLEANS | LA | 70118 | NONE | CHARITY | GENERAL SUPPORT | $125,000 |
| MAD AGRICULTURE | |||||||
| 728 PEARL ST | BOULDER | CO | 80302 | NONE | CHARITY | GENERAL SUPPORT | $100,000 |
| MAKE THE ROAD | |||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | NONE | CHARITY | GENERAL SUPPORT | $30,000 |
| MARIJUANA POLICY PROJECT FOUNDATION | |||||||
| PO BOX 21824 | WASHINGTON | DC | 20009 | NONE | CHARITY | GENERAL SUPPORT | $25,000 |
| MEDIA MATTERS FOR AMERICA | |||||||
| PO BOX 44811 | WASHINGTON | DC | 20026 | NONE | CHARITY | GENERAL SUPPORT | $25,000 |
| MEL BLOUNT YOUTH HOME OF PA INC | |||||||
| 6 MEL BLOUNT DRIVE | CLAYSVILLE | PA | 15323 | NONE | CHARITY | GENERAL SUPPORT | $65,000 |
| MEMORIAL SLOAN-KETTERING HOSPITAL | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | CHARITY | GENERAL SUPPORT | $50,000 |
| MESTIZO DANCE INC | |||||||
| 8520 ELMHURST AVE APT 2F | ELMHURST | NY | 113733310 | NONE | CHARITY | GENERAL SUPPORT | $50,000 |
| MILE HIGH UNITED WAY | |||||||
| 711 PARK AVE W | DENVER | CO | 80205 | NONE | CHARITY | GENERAL SUPPORT | $75,000 |
| CONGREGATION OF ST JOSEPH MINISTRY AGAINST THE DEATH PENALTY | |||||||
| 3009 GRAND RTE ST JOHN 6 | NEW ORLEANS | LA | 70119 | NONE | CHARITY | GENERAL SUPPORT | $75,000 |
| MITCHELL HAMLINE SCHOOL OF LAW | |||||||
| 875 SUMMIT AVE | ST PAUL | MN | 55105 | NONE | CHARITY | GENERAL SUPPORT | $230,000 |
| NATIONAL ADVOCATES FOR PREGNANT WOMEN | |||||||
| 575 8TH AVE SUITE 700 | NEW YORK | NY | 10018 | NONE | CHARITY | GENERAL SUPPORT | $225,000 |
| NATIONAL REGISTRY OF EXONERATIONS FOUNDATION | |||||||
| 1140 ABBOTT RD 154 | EAST LANSING | MI | 48826 | NONE | CHARITY | GENERAL SUPPORT | $50,000 |
| NATIONAL RELIGIOUS CAMPAIGN AGAINST TORTURE | |||||||
| PO BOX 91820 | WASHINGTON | DC | 20090 | NONE | CHARITY | GENERAL SUPPORT | $105,000 |
| NEIGHBORHOOD RESILIENCE PROJECT | |||||||
| 2038 BEDFORD AVE | PITTSBURGH | PA | 15219 | NONE | CHARITY | GENERAL SUPPORT | $25,000 |
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | CHARITY | GENERAL SUPPORT | $75,000 |
| NEW YORK CITY CENTER | |||||||
| 131 W 55TH ST | NEW YORK | NY | 10019 | NONE | CHARITY | GENERAL SUPPORT | $30,000 |
| NEW YORK COMMON PANTRY | |||||||
| 8 E 109TH ST | NEW YORK | NY | 10029 | NONE | CHARITY | GENERAL SUPPORT | $15,000 |
| NEW YORK FOCUS NEWS | |||||||
| 361 WARREN ST | BROOKLYN | NY | 11201 | NONE | CHARITY | GENERAL SUPPORT | $55,000 |
| NEW YORK PRESBYTERIAN HOSPITAL - WEILL CORNELL MEDICAL SCHOOL | |||||||
| 5141 BRAODWAY | NEW YORK | NY | 10034 | NONE | CHARITY | GENERAL SUPPORT | $25,000 |
| NORTHERN ARIZONA UNIVERSITY | |||||||
| S SAN FRANCISCO ST | FLAGSTAFF | AZ | 86011 | NONE | CHARITY | GENERAL SUPPORT | $25,000 |
| NURSE FAMILY PARTNERSHIP | |||||||
| 1900 GRANT ST 4TH FLOOR | DENVER | CO | 80203 | NONE | CHARITY | GENERAL SUPPORT | $125,000 |
| NY PRESBYTERIAN - DIVISION OF CARDIOLOGY | |||||||
| 5141 BROADWAY | NEW YORK | NY | 10034 | NONE | CHARITY | GENERAL SUPPORT | $50,000 |
| NYC TOGETHER INC | |||||||
| 55 WASHINGTON ST STE 728 | BROOKLYN | NY | 11201 | NONE | CHARITY | GENERAL SUPPORT | $100,000 |
| OUTWARD BOUND BAY AREA | |||||||
| 1539 PERSHING DR | SAN FRANCISCO | CA | 94129 | NONE | CHARITY | GENERAL SUPPORT | $10,000 |
| PAROLE PREPARATION PROJECT INC | |||||||
| 135 W 20TH ST SUITE 401 | NEW YORK | NY | 10011 | NONE | CHARITY | GENERAL SUPPORT | $100,000 |
| PART OF THE SOLUTION INC (POTS) | |||||||
| 2759 WEBSTER AVE | BRONX | NY | 10458 | NONE | CHARITY | GENERAL SUPPORT | $15,000 |
| PARTNERS FOR JUSTICE INC | |||||||
| 244 5TH AVE STE R277 | NEW YORK | NY | 10001 | NONE | CHARITY | GENERAL SUPPORT | $50,000 |
| PHILLIPS BLACK PROJECT | |||||||
| 171 BROADWAY SUITE 201 | OAKLAND | CA | 946122124 | NONE | CHARITY | GENERAL SUPPORT | $150,000 |
| PLAYERS PHILANTHROPY FUND | |||||||
| 1122 KENILWORTH DR SUITE 201 | TOWSON | MD | 21204 | NONE | CHARITY | GENERAL SUPPORT | $125,000 |
| PROTEUS FUND | |||||||
| 15 RESEARCH DRIVE SUITE B | AMHERST | MA | 01002 | NONE | CHARITY | GENERAL SUPPORT | $3,496,000 |
| REPRIEVE US | |||||||
| PO BOX 792325 | NEW ORLEANS | LA | 701792325 | NONE | CHARITY | GENERAL SUPPORT | $80,000 |
| RIGHTS BEHIND BARS | |||||||
| 416 FLORIDA AVENUE NW 26152 | WASHINGTON | DC | 20001 | NONE | CHARITY | GENERAL SUPPORT | $200,000 |
| RINGLING COLLEGE OF ART AND DESIGN | |||||||
| 2700 N TAMIAMI TRL | SARASOTA | FL | 34234 | NONE | CHARITY | GENERAL SUPPORT | $20,000 |
| SAFE AND JUST MICHIGAN | |||||||
| 521 SEYMOUR AVE | LANSING | MI | 48933 | NONE | CHARITY | GENERAL SUPPORT | $150,000 |
| SCHOOLS THAT CAN | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | CHARITY | GENERAL SUPPORT | $15,000 |
| SCRAP | |||||||
| 1736 SW ALDER STREET | PORTLAND | OR | 97205 | NONE | CHARITY | GENERAL SUPPORT | $15,000 |
| SEATTLE CELEMENCY PROJECT | |||||||
| 1126 34TH AVE 309 | SEATTLE | WA | 98122 | NONE | CHARITY | GENERAL SUPPORT | $325,000 |
| SECOND LOOK PROJECT | |||||||
| 200 MASSACHUSSETS AVE NW 8TH FLOOR | WASHINGTON | DC | 20001 | NONE | CHARITY | GENERAL SUPPORT | $125,000 |
| SOCIAL AND ENVIORMENTAL ENTREPRENEURS | |||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | NONE | CHARITY | GENERAL SUPPORT | $160,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | CHARITY | GENERAL SUPPORT | $60,000 |
| STATEN ISLAND UNIVERSITY HOSPITAL | |||||||
| 475 SEAVIEW AVE | STATEN ISLAND | NY | 10305 | NONE | CHARITY | GENERAL SUPPORT | $50,000 |
| TEXAS DEFENDER SERVICE | |||||||
| 1927 BLODGETT ST | HOUSTON | TX | 77004 | NONE | CHARITY | GENERAL SUPPORT | $350,000 |
| TEXAS FAIR DEFENSE PROJECT | |||||||
| 900 BLACKSON AVE 14541 | AUSTIN | TX | 78752 | NONE | CHARITY | GENERAL SUPPORT | $75,000 |
| TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 901 CONGRESS AVE | AUSTIN | TX | 78701 | NONE | CHARITY | GENERAL SUPPORT | $80,000 |
| THE AHIMSA COLLECTIVE | |||||||
| 3308 SCHOOL ST | OAKLAND | CA | 94602 | NONE | CHARITY | GENERAL SUPPORT | $75,000 |
| THE CAMPAIGN AGAINST HUNGER (TCAH) | |||||||
| 2010 FULTON ST | BROOKLYN | NY | 11233 | NONE | CHARITY | GENERAL SUPPORT | $15,000 |
| THE FILM COLLABORATIVE INC | |||||||
| 3405 CAZADOR ST | LOS ANGELES | CA | 90065 | NONE | CHARITY | GENERAL SUPPORT | $50,000 |
| THE HADANOU COLLECTIVE | |||||||
| 3533 N MARION ST | DENVER | CO | 80205 | NONE | CHARITY | GENERAL SUPPORT | $125,000 |
| THE JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | CHARITY | GENERAL SUPPORT | $25,000 |
| THE POLITICAL REPORT INC | |||||||
| 1250 CONNECTICUT AVE NW STE 700 | WASHINGTON | DC | 200362657 | NONE | CHARITY | GENERAL SUPPORT | $200,000 |
| THERE WITH CARE | |||||||
| 2825 WILDERNESS PLACE SUITE 100 | BOULDER | CO | 80301 | NONE | CHARITY | GENERAL SUPPORT | $15,000 |
| TIDES CENTER | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | NONE | CHARITY | GENERAL SUPPORT | $106,000 |
| TIDES FOUNDATION | |||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 941291755 | NONE | CHARITY | GENERAL SUPPORT | $40,000 |
| TRANSFORMATIVE JUSTICE COMMUNITY | |||||||
| 5441 S MACADAM AVE STE 4125 | PORTLAND | OR | 97239 | NONE | CHARITY | GENERAL SUPPORT | $30,000 |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 881 COMMONWEALTH AVE FL 4 | BOSTON | MA | 02215 | NONE | CHARITY | GENERAL SUPPORT | $121,000 |
| TULANE UNIVERSITY | |||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | NONE | CHARITY | GENERAL SUPPORT | $100,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVE 401 | BERKELEY | CA | 94704 | NONE | CHARITY | GENERAL SUPPORT | $150,000 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON ST | SAN FRANCISCO | CA | 94117 | NONE | CHARITY | GENERAL SUPPORT | $50,000 |
| URBAN JUSTICE CENTER | |||||||
| 40 RECTOR STREET 9TH FLOOR | NEW YORK | NY | 10006 | NONE | CHARITY | GENERAL SUPPORT | $100,000 |
| UTAH FILM CENTER | |||||||
| 375 W 400 N | SALT LAKE CITY | UT | 84103 | NONE | CHARITY | GENERAL SUPPORT | $150,000 |
| VERMONTERS FOR CRIMINAL JUSTICE REFORM | |||||||
| PO BOX 8753 | BURLINGTON | VT | 05402 | NONE | CHARITY | GENERAL SUPPORT | $75,000 |
| WOMEN IN CALIFORNIA LEADERSHIP INC | |||||||
| 1700 TRIBUTE RD STE 201 | SACRAMENTO | CA | 95815 | NONE | CHARITY | GENERAL SUPPORT | $165,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06520 | NONE | CHARITY | GENERAL SUPPORT | $391,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,142,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED VARIOUS ORGANIZATIONS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | SEE ATTACHED | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,346,277 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,858,440 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $11,027 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,055,600 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $50,271,344 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,271,344 | 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 |
|---|---|---|---|
| SAX LLP | $33,000 | $16,500 | $16,500 |
| CONDON O'MEARA, MCGINTY | $22,816 | $11,408 | $11,408 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS ACCOUNT NO. 6795 | $181,927,884 | $181,927,884 |
| FIDELITY ACCOUNT NO. 8141 | $92,617,000 | $92,617,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $74,789,952 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $74,789,952 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCDERMOTT, WILL, & EMERY | CategoryTxt |
| Legal Fees | $5,452 | LegalFeesAmt |
| Net Investment Income | $2,726 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,726 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETON PARK OVERSEAS FUND LTD | $308 | $0 | $0 |
| DIVIDEND RECEIVABLE | $490,587 | $436,518 | $436,518 |
| DUE FROM CHARINA ENDOWMENT FUND | $36,869 | $36,250 | $36,250 |
| RIGHT TO USE ASSET - LEASE | $1,080,880 | $950,824 | $950,824 |
| REDEMPTION RECEIVABLE (LONE CASCADE K-1) | $14,066,208 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED APPRECIATION FROM INVESTMENTS | $23,927,899 |
| ADJUSTMENT FOR DEFERRED FEDERAL EXCISE TAXES | $914,952 |
| PRIOR YEAR DIFFERENCE | $56,371 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING EXPENSE | $258,908 | $0 | $258,908 |
| INSURANCE | $17,483 | $0 | $17,483 |
| MISCELLANEOUS OFFICE EXPENSE | $14,117 | $0 | $14,117 |
| PAYROLL TAXES AND OTHER PR EXP | $251,020 | $0 | $251,020 |
| RENT EXPENSE | $343,629 | $85,907 | $257,722 |
| SUBSCRIPTIONS | $16,619 | $0 | $16,619 |
| SUPPLIES | $7,754 | $0 | $7,754 |
| RESEARCH, EDUCATION AND TRAVEL | $82,457 | $0 | $82,457 |
| GENERAL & ADMINISTRATIVE | $2,007 | $0 | $2,007 |
| COMPUTERS | $1,030 | $0 | $1,030 |
| POSTAGE | $1,484 | $0 | $1,484 |
| SOFTWARE | $26,950 | $0 | $26,950 |
| TELEPHONE | $7,356 | $0 | $7,356 |
| FILING FEES | $1,500 | $0 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. INCOME | Desc |
| Revenue And Expenses Per Books | $11,027 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,027 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,027 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO HORACE W. GOLDSMITH FDN | $75,737 | $75,819 |
| DEFERRED FEDERAL EXCISE TAXES | $2,762,851 | $2,291,960 |
| STATE TAXES PAYABLE | $585 | $585 |
| ACCRUED ACCOUNTING FEES | $50,000 | $50,000 |
| ACCOUNTS PAYABLE | $11,000 | $11,000 |
| DUE TO GOLDMAN SACHS | $90,667 | $107,500 |
| RIGHT TO USE - OPERATING LEASE LIABILITY | $1,277,403 | $1,147,347 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX THRU GOLDMAN SACHS | CategoryTxt |
| Amt | $114,927 | Amt |
| Net Investment Income | $114,927 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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