FURP.ORG / PUBLIC DATA EXPLORER

ADVOCATES FOR CLIMATE INNOVATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ADVOCATES FOR CLIMATE INNOVATION (EIN 13-3748063)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-09
IRS object ID
202013149349101101
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-09T10:16:31-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271728945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1665 FIFTH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100225342ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133748063EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LINDEN TRUST FOR CONSERVATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLINDBusinessNameControlTxt
Phone2129913730PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1156 WEST 56TH STREET NO 1100AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100193879ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIGOR GOLDENBERGPersonNm
Person TitleDIRECTOR OF FINANCEPersonTitleTxt
Phone2129913730PhoneNum
Signature2020-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH L ALI CPAPreparerPersonNm
PTINP02093808PTIN
Phone2122862600PhoneNum
Preparation2020-11-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address104.162.82.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-06IPDt
IP Tm17:36:32IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id8014D1ED4C8A2356BC16CA1BD647B715D864CCDBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$23,185,340FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,083,974ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$19,773InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19,773InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$19,773InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$393,183DividendsRevAndExpnssAmt
Dividends Net Invst Incm$393,183DividendsNetInvstIncmAmt
Dividends Adj Net Incm$393,183DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$434,395NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,086,461GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$434,395CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$24,812NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$81,118OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$50OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$81,118OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$9,012,443TotalRevAndExpnssAmt
Total Net Invst Incm$847,301TotalNetInvstIncmAmt
Total Adj Net Incm$518,886TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$544,646CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$27,232CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$57,869CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$486,777CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$376,583OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$5,641OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$24,347OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$352,236OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$274,829PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$8,847PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$23,696PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$255,253PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$10,569LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$11,587LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$42,258AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$19,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,007,743OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$63,562OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$63,562OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$968,908OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,996TaxesRevAndExpnssAmt
Taxes Net Invst Incm$334TaxesNetInvstIncmAmt
Taxes Adj Net Incm$334TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$16,000TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$240,597OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$9,071OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$9,071OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$265,910OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$68,424TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$81,698TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$20,082PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$763PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$763PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$24,559PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$65,395OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,554OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$19,530OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$52,798OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,660,122TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$118,004TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$199,172TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,535,226TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,418,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,601,967ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,078,122TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$118,004TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$199,172TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$8,137,193TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$65,679ExcessRevenueOverExpensesAmt
Net Investment Income$729,297NetInvestmentIncomeAmt
Adjusted Net Income$319,714AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$156,566CashBOYAmt
Cash EOY$420,318CashEOYAmt
Cash EOYFMV$420,318CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,810,883SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,416,965SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,416,965SavAndTempCashInvstEOYFMVAmt
Grants Receivable BOY$2,783,765GrantsReceivableBOYAmt
Grants Receivable EOY$6,058,822GrantsReceivableEOYAmt
Grants Receivable EOYFMV$6,058,822GrantsReceivableEOYFMVAmt
Rcvbl From Officers BOY$3,545RcvblFromOfficersBOYAmt
Prepaid Expenses BOY$35,201PrepaidExpensesBOYAmt
Prepaid Expenses EOY$40,882PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$40,882PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$867,573CorporateStockBOYAmt
Corporate Stock EOY$1,187,918CorporateStockEOYAmt
Corporate Stock EOYFMV$1,187,918CorporateStockEOYFMVAmt
Other Investments BOY$14,062,771OtherInvestmentsBOYAmt
Other Investments EOY$14,060,435OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,060,435OtherInvestmentsEOYFMVAmt
Other Assets BOY$19,379OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$20,739,683TotalAssetsBOYAmt
Total Assets EOY$23,185,340TotalAssetsEOYAmt
Total Assets EOYFMV$23,185,340TotalAssetsEOYFMVAmt
Accounts Payable BOY$201,304AccountsPayableBOYAmt
Accounts Payable EOY$181,489AccountsPayableEOYAmt
Grants Payable BOY$6,453,476GrantsPayableBOYAmt
Grants Payable EOY$7,145,986GrantsPayableEOYAmt
Other Liabilities BOY$60,612OtherLiabilitiesBOYAmt
Other Liabilities EOY$53,590OtherLiabilitiesEOYAmt
Total Liabilities BOY$6,715,392TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,381,065TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$11,214,502NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$9,770,664NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$2,809,789DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$6,033,611DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$14,024,291TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,804,275TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,739,683TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$23,185,340TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,024,291TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$65,679ExcessRevenueOverExpensesAmt
Other Increases$1,968,155OtherIncreasesAmt
Subtotal$15,926,767SubtotalAmt
Other Decreases$122,492OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,804,275TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES (SHORT-TERM)$121,292$121,121$171$171
PUBLICLY TRADED SECURITIES (LONG-TERM)$1,965,169$1,771,121$194,048$194,048
THRU SCHEDULE K-1'S (SHORT-TERM)$24,641$24,641P
THRU SCHEDULE K-1'S (LONG-TERM)$215,535$215,535P
FieldValueIRS element (for citing)
Capital Gain Net Income$434,395CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$24,812NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,838,531AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$18,418,177NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.425587DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,816,936AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$19,506,748NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.349466DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,860,391AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$21,644,819NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.316953DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,953,426AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$26,120,822NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.266202DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,617,992AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$27,321,685NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.205624DistributionYr5Rt
Total Distribution1.563832TotalDistributionRt
Average Distribution0.312766AverageDistributionRt
Net Vl Noncharitable Assets$16,238,087NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,078,722AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,293NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,086,015AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,137,193QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$7,293InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,293SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,293TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$31,412EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$31,412TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$24,119OverpaymentAmt
Applied To ES Tax$24,119AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksIGOR GOLDENBERGIndividualWithBooksNm
Phone2129913730PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1156 WEST 56TH STREET NO 1100AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100193879ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAWRENCE H LINDEN
156 WEST 56TH ST SUITE 1100NEW YORKNY100193879TRUSTEE40.00$0$0$0
DANA WECHSLER LINDEN
156 WEST 56TH ST SUITE 1100NEW YORKNY100193879TRUSTEE1.00$0$0$0
ROGER T ULLMAN
156 WEST 56TH ST SUITE 1100NEW YORKNY100193879EXECUTIVE DIRECTOR40.00$544,646$87,664$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
KAREN A SIMONSON
156 W 56TH ST STE 1100NYNY100193879DIRECTOR OF FINANCE26.00$112,812$60,647$0
RYAN L PRICE
156 W 56TH ST STE 1100NYNY100193879PROGRAM ASSOCIATE40.00$124,950$33,734$0
AMY M TOHN
156 W 56TH ST STE 1100NYNY100193879OFFICE ADMINISTRATOR40.00$97,203$23,979$0
CYBELE-TERES GOUVERNEUR-KELLER
156 W 56TH ST STE 1100NYNY100193879OFFICE ADMINISTRATOR40.00$41,618$16,438$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
SPITFIRE STRATEGIES
2300 N STREET NW SUITE 610WASHINGTONDC20037STRATEGIC COMMUNICATION$338,523
RHODIUM GROUP
5 COLUMBUS CIRCLE SUITE 1801NEW YORKNY10019US CLIMATE ANALYSIS SERVICES$207,385
CASSIDY & ASSOCIATES
607 14TH STREET SUITE 400WASHINGTONDC20005NON-LOBBYING SERVICES$95,327
CORRIDOR PARTNERS
PO BOX 20332NEW YORKNY10001PROGRAM PLANNING$55,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CLIMATE POLICY INITIATIVES: SEEKS TO (1) ENCOURAGE THE ADOPTION OF AN ECONOMY-WIDE, MARKET-BASED SOLUTION TO ADDRESS THE CHALLENGE OF CLIMATE CHANGE AND ADVANCE A CLEAN-ENERGY ECONOMY, AND (2) GAIN THE INCLUSION OF CARBON DIOXIDE REMOVAL, ONE OF THE MAJOR NECESSARY COMPONENTS OF A GLOBAL CLIMATE SOLUTION, IN U.S. CLIMATE POLICY.Description1Txt
Expenses1$2,359,135Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,442,670AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,042,698AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,485,368TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,485,368AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$247,281CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,238,087NetVlNoncharitableAssetsAmt
Minimum Investment Return$811,904MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,137,193ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,137,193QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$7,293PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,129,900AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2015-03-20PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$319,714CurrentYearAmt
Year1$430,360Year1Amt
Year2$975,337Year2Amt
Year3$396,121Year3Amt
Total$2,121,532TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$271,757CurrentYearAmt
Year1$365,806Year1Amt
Year2$829,036Year2Amt
Year3$336,703Year3Amt
Total$1,803,302TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$8,137,193CurrentYearAmt
Year1$7,858,981Year1Amt
Year2$6,852,659Year2Amt
Year3$6,863,961Year3Amt
Total$29,712,794TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$5,778,058CurrentYearAmt
Year1$5,740,465Year1Amt
Year2$5,177,121Year2Amt
Year3$3,892,838Year3Amt
Total$20,588,482TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$2,359,135CurrentYearAmt
Year1$2,118,516Year1Amt
Year2$1,675,538Year2Amt
Year3$2,971,123Year3Amt
Total$9,124,312TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$541,269CurrentYearAmt
Year1$613,939Year1Amt
Year2$650,225Year2Amt
Year3$721,494Year3Amt
Total$2,526,927TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLAWRENCE H LINDENContributingManagerNm
Contributing ManagerDANA WECHSLER LINDENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLIANCE FOR MARKET SOLUTIONS
325 7TH STREET NW SUITE 820WASHINGTONDC20004N/APCGENERAL OPERATING SUPPORT$2,325,000
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
1200 NEW YORK AVENUE NWWASHINGTONDC20005N/APCHOW WE RESPOND INITIATIVE$100,000
AMERICAN FLOOD COALITION
1342 FLORIDA AVENUE NWWASHINGTONDC20009N/APCGENERAL OPERATING SUPPORT$50,000
BIPARTISAN POLICY CENTER
1225 EYE STREET NW SUITE 1000WASHINGTONDC20005N/APCCARBON DIOXIDE REMOVAL$300,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVENUE NWWASHINGTONDC20036N/APCCARBON TAX INITIATIVES$12,500
CARBON 180
1111 BROADWAY 3RD FLOOROAKLANDCA94607N/APCCARBON DIOXIDE REMOVAL$267,667
CENTER FOR AMERICAN PROGRESS
1333 H STREET NW 10TH FLOORWASHINGTONDC20005N/APCCLIMATE CHANGE PROGRAMS$425,000
CLIMATE LEADERSHIP COUNCIL
C/O WILMER CUTLER PICKERING HALEBOSTONMA02109N/APCCARBON DIVIDENDS INITIATIVE$100,000AND CAROLINE DOTOLO 60 STATE STREET
CLIMATE MOBILIZATION PROJECT
275 NINTH STREET SUITE 150387BROOKLYNNY11215N/APCGENERAL OPERATING SUPPORT$2,500
COLUMBIA UNIVERSITY
622 W 113TH STREET MC4522NEW YORKNY10025N/APCCENTER ON GLOBAL ENERGY POLICY$25,000
DUKE UNIVERSITY
2138 CAMPUS DRIVEDURHAMNC27708N/APCNICHOLAS INSTITUTE$50,000
ENERGY FUTURES INITIATIVE INC
900 17TH STREET NW SUITE 1100WASHINGTONDC20006N/APCCARBON DIOXIDE REMOVAL$291,300
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SNEW YORKNY10010N/APCCARBON DIOXIDE REMOVAL$83,000
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SNEW YORKNY10010N/APCGENERAL OPERATING SUPPORT$25,000
ENVIRONMENTAL LAW INSTITUTE
1730 M STREET NW SUITE 700WASHINGTONDC20036N/APCJUDICIARY GRANT$125,000
GREAT PLAINS INSTITUTE
2801 21ST AVENUE S SUITE 220MINNEAPOLISMN55407N/APCCARBON DIOXIDE REMOVAL$150,000
LEAGUE OF CONSERVATION VOTERS EDUCATION FUND
1920 L STREET NW SUITE 800WASHINGTONDC20036N/APCEDUCATION FUND$50,000
MALIASILI INITIATIVES INC
PO BOX 293UNDERHILLVT05489N/APCGENERAL OPERATING SUPPORT$5,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011N/APCCLIMATE CHANGE$125,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011N/APCGENERAL OPERATING SUPPORT$25,000
NISKANEN CENTER
1875 CONNECTICUT AVENUE NW 10THWASHINGTONDC20009N/APCCARBON TAX$100,000FLOOR
OPEN SPACE INSTITUTE
1350 BROADWAY SUITE 201NEW YORKNY10018N/APCGENERAL OPERATING SUPPORT$10,000
RESOURCES FOR THE FUTURE
1616 P STREET NWWASHINGTONDC20036N/APCGENERAL OPERATING SUPPORT$25,000
RESOURCES FOR THE FUTURE
1616 P STREET NWWASHINGTONDC20036N/APC2022 TRANSITION FUND$50,000
RESOURCES FOR THE FUTURE
1616 P STREET NWWASHINGTONDC20036N/APCSHARP FUND FOR POLICY ENGAGEMENT$50,000
RESOURCES FOR THE FUTURE
1616 P STREET NWWASHINGTONDC20036N/APCCLIMATE POLICY INITIATIVE$200,000
ROCKEFELLER FAMILY FUND
475 RIVERSIDE DRIVE SUITE 900NEW YORKNY10115N/APCGENERAL OPERATING SUPPORT$25,000
STUDENTS FOR CARBON DIVIDENDS
C/O CLIMATE LEADERSHIP CNCL 1250WASHINGTONDC20036N/APCCARBON TAX INITIATIVES$50,000CONNECTICUT AVENUE SUITE 625
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203N/APCGENERAL OPERATING SUPPORT$10,000
THIRD WAY INSTITUTE
1025 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036N/APCGENERAL OPERATING SUPPORT$10,000501
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY10460N/APCAMERICAN BISON SOCIETY$100,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY10460N/APCGENERAL OPERATING SUPPORT$10,000
WORLD RESOURCES INSTITUTE
10 G STREET NE SUITE 800WASHINGTONDC20002N/APCCARBON DIOXIDE REMOVAL$100,000
WORLD RESOURCES INSTITUTE
10 G STREET NE SUITE 800WASHINGTONDC20002N/APCCARBON PRICING$25,000
WORLD RESOURCES INSTITUTE
10 G STREET NE SUITE 800WASHINGTONDC20002N/APCCDR OBJECTIVES AND OPPS$25,000
WORLD RESOURCES INSTITUTE
10 G STREET NE SUITE 800WASHINGTONDC20002N/APCGENERAL OPERATING SUPPORT$25,000
WORLD WILDLIFE FUND
1250 24TH STREET NW PO BOX 97180WASHINGTONDC20090N/APCNORTHERN GREAT PLAINS RESTORATION$150,000
WORLD WILDLIFE FUND
1250 24TH STREET NW PO BOX 97180WASHINGTONDC20090N/APCGENERAL OPERATING SUPPORT$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,601,967TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLIANCE FOR MARKET SOLUTIONS
325 7TH STREET NW SUITE 820WASHINGTONDC20004N/APCGENERAL OPERATING SUPPORT$6,075,000
BIPARTISAN POLICY CENTER
1225 EYE STREET NW SUITE 1000WASHINGTONDC20005N/APCCARBON DIOXIDE REMOVAL$300,000
CARBON 180
1111 BROADWAY 3RD FLOOROAKLANDCA94607N/APCCARBON DIOXIDE REMOVAL$150,000
CLIMATE LEADERSHIP COUNCIL
C/O WILMER CUTLER PICKERING HALEBOSTONMA02109N/APCCARBON DIVIDENDS INITIATIVE$100,000AND CAROLINE DOTOLO 60 STATE ST
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SNEW YORKNY10010N/APCCARBON DIOXIDE REMOVAL$200,000
GREAT PLAINS INSTITUTE
2801 21ST AVENUE S SUITE 220MINNEAPOLISMN55407N/APCCARBON DIOXIDE REMOVAL$150,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011N/APCCLIMATE CHANGE$187,500
NISKANEN CENTER
1875 CONNECTICUT AVENUE NW 10THWASHINGTONDC20009N/APCCARBON TAX$50,000FLOOR
RESOURCES FOR THE FUTURE
1616 P STREET NWWASHINGTONDC20036N/APCCLIMATE POLICY INITIATIVE$100,000
WORLD RESOURCES INSTITUTE
10 G STREET NE SUITE 800WASHINGTONDC20002N/APCCDR OBJECTIVES AND OPPS$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$7,362,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,773ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$393,183ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$434,395ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
OTHER INVESTMENT LOSS14-$50
ORGANIZATION ADMINISTRATIVE INCOME$81,168

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$847,301ExclusionAmt
Related Or Exempt Function Incm$81,168RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$928,469TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11CLineNumberTxt
Relationship StatementLINDEN TRUST FOR CONSERVATION (THE "TRUST") HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH LTC ACTION, INC. (THE ORGANIZATION"), AN IRS RECOGNIZED ORGANIZATION DESCRIBED UNDER IRS CODE SECTION 501(C)(4), GOVERNING THE ALLOCATED COSTS OF THE ORGANIZATION'S USE OF THE TRUST'S PAID STAFF AND FACILITIES. DURING THE YEAR ENDED DECEMBER 31, 2019, THE ORGANIZATION PAID THE TRUST $81,168.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsYes (1)ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities EtcYes (1)SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (2 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
LTC ACTION INC
1b(4)$33,474LINDEN TRUST FOR CONSERVATION (THE "TRUST") HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH LTC ACTION, INC. (THE ORGANIZATION"), AN IRS RECOGNIZED ORGANIZATION DESCRIBED UNDER IRS CODE SECTION 501(C)(4), GOVERNING THE ALLOCATED COSTS OF THE ORGANIZATION'S USE OF THE TRUST'S PAID STAFF AND FACILITIES. DURING THE YEAR ENDED DECEMBER 31, 2019, THE ORGANIZATION REIMBURSED THE TRUST $33,474 FOR SHARED COSTS.
LTC ACTION INC
1c$81,168LINDEN TRUST FOR CONSERVATION (THE "TRUST") HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH LTC ACTION, INC. (THE ORGANIZATION"), AN IRS RECOGNIZED ORGANIZATION DESCRIBED UNDER IRS CODE SECTION 501(C)(4), GOVERNING THE ALLOCATED COSTS OF THE ORGANIZATION'S USE OF THE TRUST'S PAID STAFF AND FACILITIES. DURING THE YEAR ENDED DECEMBER 31, 2019, THE ORGANIZATION PAID THE TRUST $81,168.
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1LTC ACTION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization Type501(C)(4)OrganizationTypeDesc
Relationship DescriptionLINDEN TRUST FOR CONSERVATION (THE "TRUST") HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH LTC ACTION, INC. (THE ORGANIZATION") GOVERNING THE ALLOCATION OF COSTS AND REIMBURSEMENT OF EXPENSES FROM THE ORGANIZATION FOR THE USE OF THE TRUST'S COMPENSATED STAFF, EQUIPMENT AND FACILITIES. THE ORGANIZATION'S BOARD PRESIDENT ALSO SERVES AS A COMPENSATED OFFICER OF THE TRUST, AND THEREFORE COMMON CONTROL IS PRESENT.RelationshipDescriptionTxt

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ALEXANDER FOUNDATION
1C/O RUANE CUNNIFF GOLDFARB 9 WEST 5NEW YORKNY100192701$2,983,974Yes (X)
LAWRENCE H LINDEN AND DANA W LINDEN
2156 WEST 56TH STREETNEW YORKNY100193879$2,000,000Yes (X)
RED CRANE FOUNDATION
3PO BOX 73 BOWLING GREEN STATIONNEW YORKNY102740073$1,400,000Yes (X)
THE GRANTHAM FOUNDATION FOR THE PROTECTION OF THE ENVIRONMENT
440 ROWES WHARF STE 600BOSTONMA021103327$1,400,000Yes (X)
THE LITTERMAN FAMILY FOUNDATION
5PO BOX 73 BOWLING GREEN STATIONNEW YORKNY102740073$300,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATIONCategoryTxt
Amt$42,258Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$19,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABORATORIES CMN (ABT) 360.000 SHARES$31,270$31,270
ADOBE INC CMN (ADBE) 240.000 SHARES$79,154$79,154
ALIBABA GROUP HOLDING LIMITED SPONSORED ADR CMN (BABA) 345.000 SHARES$73,175$73,175
ALPHABET INC. CMN CLASS A (GOOGL) 62.000 SHARES$83,042$83,042
AMAZON.COM INC CMN (AMZN) 35.000 SHARES$64,674$64,674
AUTOMATIC DATA PROCESSING INC CMN (ADP) 276.000 SHARES$47,309$47,309
BECTON, DICKINSON AND COMPANY CMN (BDX) 167.000 SHARES$45,419$45,419
BOOKING HOLDINGS INC. CMN (BKNG) 17.000 SHARES$34,913$34,913
BOSTON SCIENTIFIC CORP. COMMON STOCK (BSX) 612.000 SHARES$27,675$27,675
BURLINGTON STORES INC CMN (BURL) 124.000 SHARES$28,276$28,276
ELANCO ANIMAL HEALTH INCORPORA CMN (ELAN) 1,006.000 SHARES$29,627$29,627
EPAM SYS INC CMN (EPAM) 151.000 SHARES$32,036$32,036
FACEBOOK, INC. CMN CLASS A (FB) 319.000 SHARES$65,475$65,475
GLOBAL PAYMENTS INC. CMN (GPN) 141.000 SHARES$25,741$25,741
INTUIT INC CMN (INTU) 89.000 SHARES$23,312$23,312
MICROSOFT CORPORATION CMN (MSFT) 666.000 SHARES$105,028$105,028
MONSTER BEVERAGE CORPORATION CMN (MNST) 314.000 SHARES$19,955$19,955
NEUROCRINE BIOSCIENCES, INC. CMN (NBIX) 127.000 SHARES$13,651$13,651
PALO ALTO NETWORKS INC. CMN (PANW) 118.000 SHARES$27,288$27,288
PAYPAL HOLDINGS, INC. CMN (PYPL) 475.000 SHARES$51,381$51,381
ROYAL CARIBBEAN CRUISES LTD ISIN: LR0008862868 (RCL) 185.000 SHARES$24,844$24,844
SIRIUS XM HOLDINGS INC CMN (SIRI) 4,221.000 SHARES$30,180$30,180
TENCENT HOLDINGS LTD UNSPONSORED ADR CMN (TCEHY) 1,266.000 SHARES$61,027$61,027
THERMO FISHER SCIENTIFIC INC CMN (TMO) 81.000 SHARES$26,330$26,330
VARIAN MEDICAL SYSTEMS INC CMN (VAR) 82.000 SHARES$11,645$11,645
VISA INC. CMN CLASS A (V) 384.000 SHARES$72,154$72,154
ZOETIS INC. CMN CLASS A (ZTS) 403.000 SHARES$53,337$53,337

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (16 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DYNAMIC EQUITY MANAGERS: PORTFOLIO 2 [SERIES]FMV$812,473$812,473
DYNAMIC EQUITY MANAGERS: PORTFOLIO 4 [SERIES]FMV$1,000,617$1,000,617
EDGEWATER GROWTH CAPITAL PARTNERS II, L.P.FMV$213,271$213,271
EDGEWATER GROWTH CAPITAL PARTNERS, L.P.FMV$140,788$140,788
GLOBAL DISTRESSED OPPORTUNITIES CAYMAN UNIT TRUSTFMV$26,933$26,933
GOLDMAN SACHS CORE FIXED INCOME FUND INST CL P (GSFIX) 123,573.027 SHARESFMV$1,330,881$1,330,881
GOLDMAN SACHS EMERGING MRKTS EQUITY INSIGHTS CL P (GAGPX) 43,331.592 SHARESFMV$425,083$425,083
GOLDMAN SACHS HIGH YIELD FLOATING RATE INST CL P (GSFRX) 266,561.340 SHARESFMV$2,524,336$2,524,336
GOLDMAN SACHS HIGH YIELD FUND CL P (GGMPX) 75,280.556 SHARESFMV$489,323$489,323
GOLDMAN SACHS INTERNATIONAL EQUITY INSIGHTS CL P (GGFPX) 58,138.311 SHARESFMV$754,054$754,054
GOLDMAN SACHS SHORT DURATION INCOME FUND CL P (GMCPX) 166,479.744 SHARESFMV$1,663,133$1,663,133
GS MEZZANINE PARTNERS 2006 OFFSHORE, L.P.FMV$6,442$6,442
MISSIONPOINT CAPITAL PARTNERS FUND I, L.P. AND AFFILIATED ENTITIESFMV$1,468$1,468
PRIVATE EQUITY PARTNERS 2002 OFFSHORE LPFMV$32,459$32,459
SPDR S&P 500 ETF TRUST (SPY) 12,271.000 SHARESFMV$3,968,811$3,968,811
XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) 19,845.000 SHARESFMV$670,363$670,363

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL AND ADMINISTRATIVE LEGAL COUNSELCategoryTxt
Legal Fees$10,569LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$11,587DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTERESTDesc
BOY Book Value$19,379BOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
DEFERRED FEDERAL EXCISE TAX EXPENSE$7,549
CHANGE IN DISCOUNT ON CONTRIBUTIONS RECEIVABLE$114,943

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$12,909$491$491$14,556
OFFICE FURNISHING AND EQUIPMENT$27,882$0$0$31,288
OFFICE EXPENSES$22,626$860$17,836$6,179
FILING FEES$775$0$0$775
BANK FEES$1,203$1,203$1,203$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INVESTMENT LOSS-$50-$50-$50
ORGANIZATION ADMINISTRATIVE INCOME$81,168$81,168

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED APPRECIATION OF INVESTMENTS$1,844,632
CHANGE IN DISCOUNT ON GRANTS PAYABLE$123,523

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX$30,251$37,800
DEFERRED RENT$30,361$15,790

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INFORMATION TECHNOLOGY CONSULTANT$18,403$699$699$20,429
EXECUTIVE HIRING AND RECRUITMENT SEARCH$17,000$0$0$17,000
INVESTMENT MANAGEMENT AND ADVISORY FEES$62,863$62,863$62,863$0
PROGRAM RELATED CONSULTANTS$909,477$0$0$931,479

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$7,362$0$0$16,000
UNRELATED BUSINESS INCOME TAX$1,300$0$0$0
FOREIGN TAXES WITHHELD$334$334$334$0