JESSIE SMITH NOYES FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JESSIE SMITH NOYES FOUNDATION INC (EIN 13-5600408)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349101911
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T12:06:51-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 East 42nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135600408 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSIE SMITH NOYES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JESS | BusinessNameControlTxt |
| Phone | 2126846577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND STREET No 2501 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10168 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RINI BANERJEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126846577 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 160.79.169.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 08:28:01 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E136641E2205A348FCE59625EE93E743A53ABCDB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E136641E2205A348FCE59625EE93E743A53ABCDB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,967,170 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,400 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,368 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,368 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,167,552 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,167,552 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $568,429 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $636,481 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $568,429 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $119,391 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $127,322 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,859,140 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,864,671 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $212,534 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,253 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $191,281 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $227,850 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $227,850 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $196,178 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,809 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $186,369 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,530 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,530 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $69,448 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,724 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $40,724 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $706,868 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $515,359 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $191,509 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69,012 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43,976 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $101,405 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $101,405 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $84,426 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $84,426 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $123,947 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $123,947 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,804,198 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $619,121 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,160,041 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,984,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,984,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,788,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $619,121 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,144,041 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,929,058 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,245,550 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $210,424 | CashBOYAmt |
| Cash EOY | $151,219 | CashEOYAmt |
| Cash EOYFMV | $151,219 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,233,002 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $810,076 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $810,076 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $18,912 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $87,525 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $87,525 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $11,582,993 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,511,982 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,511,982 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,201,760 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,944,635 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,944,635 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,539,005 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,436,081 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,436,081 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $26,539,960 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,995,052 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,995,052 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $30,600 | OtherAssetsBOYAmt |
| Other Assets EOY | $30,600 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $30,600 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $52,356,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,967,170 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,967,170 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $37,035 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $748 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $37,783 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $52,318,873 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $59,967,170 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,318,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,967,170 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,356,656 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,967,170 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,318,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,929,058 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,577,355 | OtherIncreasesAmt |
| Subtotal | $59,967,170 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,967,170 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| SECURITIES | P | $96,281 | $96,281 | $96,281 | |
| PARTNERSHIPS | P | $540,200 | $540,200 | $540,200 | |
| COST BASIS ADJUSTMENTS | P | -$68,052 | -$68,052 | $68,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $568,429 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,875,995 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $54,672,493 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052604 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,949,628 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $54,468,918 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072512 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,610,466 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $49,894,083 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052320 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,814,101 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $50,643,314 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055567 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,076,521 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $51,473,820 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059769 | DistributionYr5Rt |
| Total Distribution | 0.292772 | TotalDistributionRt |
| Average Distribution | 0.058554 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $56,473,185 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,306,731 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,456 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,319,187 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,144,041 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,911 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,911 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,911 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $109,961 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $109,961 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $85,050 | OverpaymentAmt |
| Applied To ES Tax | $85,050 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NOYES.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126846577 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND STREET No 2501 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10168 | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN GODEKE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | CHAIR/DIRECTOR | 4.00 | $0 | $0 | $0 |
| JUDY HATCHER | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | VICE-CHAIR/DIRECTOR | 4.00 | $0 | $0 | $0 |
| RACHEL ANDERSON | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | SECRETARY/DIRECTOR | 2.00 | $0 | $0 | $0 |
| DOROTHY ANDERSON | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| OLIVIA ROANHORSE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | DIRECTOR THRU 2-13-19 | 2.00 | $0 | $0 | $0 |
| BROOK BEARDSLEY | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| HAILE JOHNSTON | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | DIRECTOR THRU 2-13-19 | 2.00 | $0 | $0 | $0 |
| SCOTT BUDDE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | DIRECTOR/TREASURER | 2.00 | $0 | $0 | $0 |
| LENORA SUKI | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | DIRECTOR THRU 9-25-19 | 2.00 | $0 | $0 | $0 |
| SHARESE FREDERICK | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JENIFER GETZ | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RINI BANERJEE CONWAY | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | PRESIDENT | 35.00 | $212,534 | $56,958 | $0 |
| NICK JACANGELO | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BROOK BEARDSLEY | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| WILLETTE ZIGBI | ||||||||
| 122 E 42ND STREET | NEW YORK | NY | 10168 | PROGRAM DIRECTOR | 35.00 | $130,049 | $44,007 | $0 |
| REGINA DIZON | ||||||||
| 122 E 42ND STREET | NEW YORK | NY | 10168 | GRANTS & OPERATIONS | 35.00 | $94,601 | $54,474 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TIEDEMANN ADVISORS | |||||
| 520 MADISON AVENUE | NEW YORK | NY | 10022 | INVESTMENT ADVISORY | $133,900 |
| GENERATION IM GLOBAL EQUITY FUND | |||||
| 555 MISSION STREET | SAN FRANCISCO | CA | 94105 | INVESTMENT ADVISORY | $94,610 |
| JACKIE OLD COYOTE-LOGAN | |||||
| C/O ORGANIZATION 122 E 42ND ST | NEW YORK | NY | 10022 | PROGRAM CONSULTING | $55,800 |
| 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 | $56,160,473 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,142,110 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $30,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,333,183 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,333,183 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $859,998 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,473,185 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,823,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,823,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,911 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,911 | TotalTaxAmt |
| Distributable Before Adj | $2,798,748 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,798,748 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,798,748 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,144,041 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,144,041 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,144,041 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,798,748 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $480,592 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $408,316 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $164,360 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,326,506 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $280,033 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,659,807 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,144,041 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,798,748 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $345,293 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,005,100 | 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 | $480,592 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,524,508 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $408,316 | ExcessFromYear4Amt |
| Excess From Year3 | $164,360 | ExcessFromYear3Amt |
| Excess From Year2 | $1,326,506 | ExcessFromYear2Amt |
| Excess From Year1 | $280,033 | ExcessFromYear1Amt |
| Excess From Current Year | $345,293 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Akwku Ohskanhe Yukwayte | |||||||
| 6010 Maybee Road Onondaga Nation | Nedrow | NY | 13120 | PC | General support | $20,000 | |
| Amalgamated Charitable Foundation | |||||||
| 1825 K St NW | Washington | DC | 20006 | PC | Project support | $53,000 | |
| American Red Cross in Greater New York | |||||||
| 520 West 49th Street | New York | NY | 10019 | PC | General support | $10,000 | |
| As You Sow | |||||||
| 1611 Telegraph Ave Suite 1450 | Oakland | CA | 94612 | PC | General support | $10,000 | |
| Boy Scouts of America | |||||||
| PO Box 152079 | Irving | TX | 75015 | PC | General support | $2,500 | |
| BYP100 Education Fund | |||||||
| 239 E 51st St | Chicago | IL | 60653 | PC | Project support | $10,000 | |
| BYP100 Education Fund | |||||||
| 239 E 51st St | Chicago | IL | 60653 | PC | General support | $35,000 | |
| Cary Christian Center Inc | |||||||
| PO Box 57 154 Cottonwood Street | Cary | MS | 39054 | PC | General support | $10,000 | |
| Center for Popular Democracy | |||||||
| 449 Troutman St Suite A | Brooklyn | NY | 11237 | PC | Project support | $40,000 | |
| Chester Agricultural Center | |||||||
| PO Box 269 | Mountainville | NY | 10953 | PC | General support | $25,000 | |
| Chief Seattle Club | |||||||
| 410 2nd Avenue Extension South | Seattle | WA | 98104 | PC | General support | $25,000 | |
| Clean Air Coalition of Western New York | |||||||
| 52 Linwood Ave | Buffalo | NY | 14209 | PC | Project support | $37,000 | |
| Clean Air Coalition of Western New York | |||||||
| 52 Linwood Ave | Buffalo | NY | 14209 | PC | General support | $22,500 | |
| Coahoma Collective | |||||||
| 332 Delta Avenue | Clarksdale | MS | 38614 | PC | Project support | $10,000 | |
| Coahoma County Diaper Bank | |||||||
| PO Box 252 | Clarksdale | MS | 38614 | PC | General support | $10,000 | |
| Columbia County Sanctuary Movement | |||||||
| PO Box 785 | Hudson | NY | 12534 | PC | General support | $25,000 | |
| Common Future | |||||||
| 2323 Broadway | Oakland | CA | 94612 | PC | General support | $30,000 | |
| Community Funds Inc | |||||||
| 900 Walt Whitman Rd | Melville | NY | 11747 | PC | Project support | $42,500 | |
| Criterion Institute | |||||||
| 81 Church Hill Road | Haddam | CT | 06438 | PC | General support | $10,000 | |
| Federation of Jewish Philanthropies of NY | |||||||
| 130 East 59th Street | New York | NY | 10022 | PC | General support | $75,000 | |
| Friends of the Akwesasne Freedom Scchool | |||||||
| PO Box 290 | Rooseveltown | NY | 13683 | PC | General support | $50,000 | |
| Fund for the City of New York | |||||||
| 121 Avenue of the Americas | New York | NY | 10013 | PC | Project support | $20,000 | |
| Girl Scouts of the USA | |||||||
| 420 Fifth Avenue | New York | NY | 10018 | PC | General support | $2,500 | |
| Grassroots Global Justice | |||||||
| 7000 Carroll Ave Suite 200 | Takoma Park | MD | 20912 | PC | Project support | $35,000 | |
| Healing Hand Foundation | |||||||
| 3100 Channel Drive Ste 300 | Juneau | AK | 99801 | PC | General support | $10,000 | |
| Higher Purpose Co | |||||||
| 130 Desoto Ave Suite 10 | Clarksdale | MS | 38614 | PC | General support | $25,000 | |
| Highlander Research & Education Center | |||||||
| 1959 Highlander Way | New Market | TN | 37820 | PC | Project support | $25,000 | |
| Indigenous Values Initiative | |||||||
| PO Box 336 | DeWitt | NY | 13214 | PC | Project support | $25,000 | |
| Institute for the Advancement of Minority Health | |||||||
| P O Box 1041 | Ridgeland | MS | 39158 | PC | General support | $10,000 | |
| Latino Civic Association of Tompkins County Inc | |||||||
| 171 Boylan Road | Newfield | NY | 14867 | PC | Project support | $10,000 | |
| MICA Group Inc | |||||||
| 50 Herne Farm Road | Akwesasne | NY | 13655 | PC | Project support | $20,000 | |
| Ministers and Missionaries Benefit Board of the American Baptist Churches | |||||||
| 475 Riverside Drive | New York | NY | 10115 | PC | General support | $75,000 | |
| Mississippi Association of Cooperatives | |||||||
| 233 East Hamilton Street | Jackson | MS | 39202 | PC | Project support | $10,000 | |
| Mississippi Association of Cooperatives | |||||||
| 233 East Hamilton Street | Jackson | MS | 39202 | PC | General support | $25,000 | |
| Mississippi Band of Choctaw Indians | |||||||
| PO Box 6023 | Philadelphia | MS | 39350 | PC | Project support | $50,000 | |
| Mississippi Black Women's Roundtable | |||||||
| PO Box 21499 | Jackson | MS | 39289 | PC | General support | $25,000 | |
| Mississippi Families for Kids | |||||||
| 407 Briarwood Dr 209 | Jackson | MS | 39206 | PC | Project support | $10,000 | |
| Mississippi Immigrants Rights Alliance | |||||||
| PO Box 1104 | Jackson | MS | 39215 | PC | General support | $10,000 | |
| Mississippi Votes | |||||||
| 510 George Street Suite 306 | Jackson | MS | 39202 | PC | Project support | $10,000 | |
| Mississippi Votes | |||||||
| 510 George Street Suite 306 | Jackson | MS | 39202 | PC | General support | $25,000 | |
| Mississippi Workers' Center for Human Rights | |||||||
| 819 Main Street | Upper Greenville | MS | 38701 | PC | General support | $25,000 | |
| Mississippi Workers' Center for Human Rights | |||||||
| 819 Main Street | Upper Greenville | MS | 38701 | PC | Project support | $10,000 | |
| National Board of the Young Women's Christian Association of the USA | |||||||
| 1020 19th Street NW Suite 750 | Washington | DC | 20036 | PC | General support | $10,000 | |
| Native American Community Services of Erie and Niagara Counties Inc | |||||||
| 1005 Grant Street | Buffalo | NY | 14207 | PC | General support | $25,000 | |
| Native American Food Sovereignty Alliance | |||||||
| PO Box 68 | Scandia | MN | 55073 | PC | General support | $25,000 | |
| Native Wellness Institute | |||||||
| 2830 SE Cleveland Drive | Gresham | OR | 97080 | PC | General support | $25,000 | |
| Native Wellness Institute | |||||||
| 2830 SE Cleveland Drive | Gresham | OR | 97080 | PC | Project support | $25,000 | |
| Neighborhood Funders Group | |||||||
| 300 Frank Ogawa Plaza Suite 700 | Oakland | CA | 94612 | PC | Project support | $75,000 | |
| Neighborhood Funders Group | |||||||
| 300 Frank Ogawa Plaza Suite 700 | Oakland | CA | 94612 | PC | Project support | $10,000 | |
| Neighborhood Funders Group | |||||||
| 300 Frank Ogawa Plaza Suite 700 | Oakland | CA | 94612 | PC | Project support | $5,000 | |
| Neighborhood Funders Group | |||||||
| 300 Frank Ogawa Plaza Suite 700 | Oakland | CA | 94612 | PC | Project support | $10,000 | |
| New Economy Coalition | |||||||
| PO Box 390503 | Cambridge | MA | 02139 | PC | General support | $40,000 | |
| New Economy Project | |||||||
| 121 W 27th Street Suite 804 | New York | NY | 10001 | PC | General support | $20,000 | |
| New York Foundation | |||||||
| 150 W 30th Street Suite 1401 | New York | NY | 10001 | PC | Project support | $10,000 | |
| New York Foundation | |||||||
| 150 W 30th Street Suite 1401 | New York | NY | 10001 | PC | Project support | $10,000 | |
| Newburgh LGBTQIA Center | |||||||
| 102 S William Street | Newburgh | NY | 12550 | PC | General support | $25,000 | |
| North Star Fund | |||||||
| 520 8th Avenue suite 1800 | New York | NY | 10018 | PC | Project support | $10,000 | |
| One Voice Inc | |||||||
| 1072 JR Lynch Street | Jackson | MS | 39203 | PC | Project support | $10,000 | |
| One Voice Inc | |||||||
| 1072 JR Lynch Street | Jackson | MS | 39203 | PC | General support | $25,000 | |
| One Voice Inc | |||||||
| 1072 JR Lynch Street | Jackson | MS | 39203 | PC | Project support | $2,000 | |
| Onkwe Inc | |||||||
| 112 Jock Road | Hogansburg | NY | 13655 | PC | General support | $25,000 | |
| Pleiades Network Inc | |||||||
| PO Box 1017 | Hudson | NY | 12534 | PC | Project support | $50,000 | |
| Praxis Project | |||||||
| 1001 Connecticut Ave Ste 201 | Washington | DC | 20036 | PC | Project support | $40,000 | |
| Proteus Fund | |||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | PC | Project support | $10,000 | |
| Public Policy and Education Fund of New York | |||||||
| 94 Central Ave | Albany | NY | 12206 | PC | Project support | $20,000 | |
| Purdue Foundation | |||||||
| 403 West Wood Street | West Lafayette | IN | 47907 | PC | General support | $4,000 | |
| Rhia Ventures (The Reproductive Health Investors Alliance) | |||||||
| 47 Kearny St Suite 600 | San Francisco | CA | 94108 | PC | General support | $50,000 | |
| Rise Up Kingston | |||||||
| 140 Tremper Ave | Kingston | NY | 12401 | PC | General support | $25,000 | |
| SEPA Mujer Inc | |||||||
| 45 Oak Street | Patchogue | NY | 11772 | PC | General support | $25,000 | |
| Seven Dancers Coalition Inc | |||||||
| 352 State Route 37 PO Box 399 | Akwesasne | NY | 13655 | PC | General support | $50,000 | |
| Soul Fire Farm Institute Inc | |||||||
| 1972 NY Hwy 2 | Petersburg | NY | 12138 | PC | Project support | $25,000 | |
| Southern Echo Inc | |||||||
| 1350 Livingston Lane | Jackson | MS | 39213 | PC | General support | $25,000 | |
| Southern Echo Inc | |||||||
| 1350 Livingston Lane | Jackson | MS | 39213 | PC | Project support | $10,000 | |
| Southern Rural Black Women's Initiative | |||||||
| PO Box 11437 | Jackson | MS | 39283 | PC | General support | $10,000 | |
| St Charles Hospital Foundation | |||||||
| 200 Belle Terre Rd | Port Jefferson | NY | 11777 | PC | General support | $75,000 | |
| St Joseph's House of Hospitality | |||||||
| 402 South Ave | Rochester | NY | 14620 | PC | Project support | $13,000 | |
| Sunflower County Parents and Students United | |||||||
| 612 Sunflower Avenue Extended Suite | Indianola | MS | 38751 | PC | General support | $10,000 | 17 |
| Sunrise Movement Education Fund | |||||||
| 50 F St NW Suite 700 | Washington | DC | 20001 | PC | General support | $35,000 | |
| The Central Baptist Church of Norwich CT | |||||||
| 2 Union St | Norwich | CT | 06360 | PC | Project support | $10,000 | |
| The Cultural Conservancy | |||||||
| PO Box 29044 | San Francisco | CA | 94129 | PC | General support | $25,000 | |
| Transgender Law Center | |||||||
| PO Box 70976 | Oakland | CA | 94612 | PC | General support | $35,000 | |
| Tutwiler Community Education Center | |||||||
| PO Box 448 | Tutwiler | MS | 38963 | PC | General support | $10,000 | |
| Union Theological Seminary | |||||||
| 3041 Broadway | New York | NY | 10027 | PC | General support | $10,000 | |
| YMCA of Greater New York | |||||||
| 5 West 63rd St Floor 6 | New York | NY | 10023 | PC | General support | $5,000 | |
| YMCA of Long Island-Huntington Branch | |||||||
| 60 Main Street | Huntington | NY | 11743 | PC | General support | $5,000 | |
| YWCA Brooklyn | |||||||
| 30 Third Ave | Brooklyn | NY | 11217 | PC | General support | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,984,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Amalgamated Charitable Foundation | |||||||
| 1825 K St NW | Washington | DC | 20006 | PC | Project support | $53,000 | |
| BYP100 Education Fund | |||||||
| 239 E 51st St | Chicago | IL | 60653 | PC | Project support | $10,000 | |
| BYP100 Education Fund | |||||||
| 239 E 51st St | Chicago | IL | 60653 | PC | General support | $35,000 | |
| Cary Christian Center Inc | |||||||
| PO Box 57 154 Cottonwood Street | Cary | MS | 39054 | PC | General support | $10,000 | |
| Center for Popular Democracy | |||||||
| 449 Troutman St Suite A | Brooklyn | NY | 11237 | PC | Project support | $40,000 | |
| Chester Agricultural Center | |||||||
| PO Box 269 | Mountainville | NY | 10953 | PC | General support | $25,000 | |
| Clean Air Coalition of Western New York | |||||||
| 52 Linwood Ave | Buffalo | NY | 14209 | PC | General support | $22,500 | |
| Clean Air Coalition of Western New York | |||||||
| 52 Linwood Ave | Buffalo | NY | 14209 | PC | Project support | $37,000 | |
| Coahoma Collective | |||||||
| 332 Delta Avenue | Clarksdale | MS | 38614 | PC | Project support | $10,000 | |
| Coahoma County Diaper Bank | |||||||
| PO Box 252 | Clarksdale | MS | 38614 | PC | General support | $10,000 | |
| Columbia County Sanctuary Movement | |||||||
| PO Box 785 | Hudson | NY | 12534 | PC | General support | $25,000 | |
| Common Future | |||||||
| 2323 Broadway | Oakland | CA | 94612 | PC | General support | $30,000 | |
| Community Funds Inc | |||||||
| 900 Walt Whitman Rd | Melville | NY | 11747 | PC | Project support | $42,500 | |
| Fund for the City of New York | |||||||
| 121 Avenue of the Americas | New York | NY | 10013 | PC | Project support | $20,000 | |
| Grassroots Global Justice | |||||||
| 7000 Carroll Ave Suite 200 | Takoma Park | MD | 20912 | PC | Project support | $35,000 | |
| Higher Purpose Co | |||||||
| 130 Desoto Ave Suite 10 | Clarksdale | MS | 38614 | PC | General support | $25,000 | |
| Highlander Research & Education Center | |||||||
| 1959 Highlander Way | New Market | TN | 37820 | PC | Project support | $25,000 | |
| Institute for the Advancement of Minority Health | |||||||
| P O Box 1041 | Ridgeland | MS | 39158 | PC | General support | $10,000 | |
| Mississippi Association of Cooperatives | |||||||
| 233 East Hamilton Street | Jackson | MS | 39202 | PC | Project support | $10,000 | |
| Mississippi Association of Cooperatives | |||||||
| 233 East Hamilton Street | Jackson | MS | 39202 | PC | General support | $25,000 | |
| Mississippi Black Women's Roundtable | |||||||
| PO Box 21499 | Jackson | MS | 39289 | PC | General support | $25,000 | |
| Mississippi Families for Kids | |||||||
| 407 Briarwood Dr 209 | Jackson | MS | 39206 | PC | Project support | $10,000 | |
| Mississippi Immigrants Rights Alliance | |||||||
| PO Box 1104 | Jackson | MS | 39215 | PC | General support | $10,000 | |
| Mississippi Votes | |||||||
| 510 George Street Suite 306 | Jackson | MS | 39202 | PC | Project support | $10,000 | |
| Mississippi Votes | |||||||
| 510 George Street Suite 306 | Jackson | MS | 39202 | PC | General support | $25,000 | |
| Mississippi Workers' Center for Human Rights | |||||||
| 819 Main Street | Upper Greenville | MS | 38701 | PC | Project support | $10,000 | |
| Mississippi Workers' Center for Human Rights | |||||||
| 819 Main Street | Upper Greenville | MS | 38701 | PC | General support | $25,000 | |
| Neighborhood Funders Group | |||||||
| 300 Frank Ogawa Plaza Suite 700 | Oakland | CA | 94612 | PC | Project support | $75,000 | |
| New Economy Coalition | |||||||
| PO Box 390503 | Cambridge | MA | 02139 | PC | General support | $40,000 | |
| New Economy Project | |||||||
| 121 W 27th Street Suite 804 | New York | NY | 10001 | PC | General support | $20,000 | |
| Newburgh LGBTQIA Center | |||||||
| 102 S William Street | Newburgh | NY | 12550 | PC | General support | $25,000 | |
| North Star Fund | |||||||
| 520 8th Avenue suite 1800 | New York | NY | 10018 | PC | Project support | $10,000 | |
| One Voice Inc | |||||||
| 1072 JR Lynch Street | Jackson | MS | 39203 | PC | Project support | $10,000 | |
| One Voice Inc | |||||||
| 1072 JR Lynch Street | Jackson | MS | 39203 | PC | General support | $25,000 | |
| Pleiades Network Inc | |||||||
| PO Box 1017 | Hudson | NY | 12534 | PC | Project support | $50,000 | |
| Praxis Project | |||||||
| 1001 Connecticut Ave Ste 201 | Washington | DC | 20036 | PC | Project support | $40,000 | |
| Public Policy and Education Fund of New York | |||||||
| 94 Central Ave | Albany | NY | 12206 | PC | Project support | $20,000 | |
| Rhia Ventures (The Reproductive Health Investors Alliance) | |||||||
| 47 Kearny St Suite 600 | San Francisco | CA | 94108 | PC | General support | $50,000 | |
| Rise Up Kingston | |||||||
| 140 Tremper Ave | Kingston | NY | 12401 | PC | General support | $25,000 | |
| SEPA Mujer Inc | |||||||
| 45 Oak Street | Patchogue | NY | 11772 | PC | General support | $25,000 | |
| Soul Fire Farm Institute Inc | |||||||
| 1972 NY Hwy 2 | Petersburg | NY | 12138 | PC | Project support | $25,000 | |
| Southern Echo Inc | |||||||
| 1350 Livingston Lane | Jackson | MS | 39213 | PC | Project support | $10,000 | |
| Southern Echo Inc | |||||||
| 1350 Livingston Lane | Jackson | MS | 39213 | PC | General support | $25,000 | |
| Southern Rural Black Women's Initiative | |||||||
| PO Box 11437 | Jackson | MS | 39283 | PC | General support | $10,000 | |
| St Joseph's House of Hospitality | |||||||
| 402 South Ave | Rochester | NY | 14620 | PC | Project support | $13,000 | |
| Sunflower County Parents and Students United | |||||||
| 612 Sunflower Avenue Extended Suite | Indianola | MS | 38751 | PC | General support | $10,000 | 17 |
| Sunrise Movement Education Fund | |||||||
| 50 F St NW Suite 700 | Washington | DC | 20001 | PC | General support | $35,000 | |
| Transgender Law Center | |||||||
| PO Box 70976 | Oakland | CA | 94612 | PC | General support | $35,000 | |
| Tutwiler Community Education Center | |||||||
| PO Box 448 | Tutwiler | MS | 38963 | PC | General support | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,203,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,368 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,167,552 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,391 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $568,429 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP SUBJECT TO UBIT | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$7,931 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,931 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$7,931 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,864,671 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,856,740 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| O FLANAGAN - AUDIT FEES | $35,000 | $8,750 | $26,250 |
| MCGRATH & CO - ACCOUNTING/MANAGEMENT | $18,333 | $11,916 | $6,417 |
| C HARRIS - ACCOUNTING | $16,115 | $8,058 | $8,057 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRECKENRIDGE CAPITAL ADVISORS | $1,803,527 | $1,803,527 |
| SNW CORPORATE BONDS | $5,632,554 | $5,632,554 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TRILLIUM FOSSIL FUEL FREE | $3,080,312 | $3,080,312 |
| APERIO GROUP | $11,864,323 | $11,864,323 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,579,554 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,579,554 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $4,932,428 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,932,428 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COMMONS CAPITAL II, LP | FMV | $112,451 | $112,451 |
| SOLSTICE CAPITAL II, LP | FMV | $12,257 | $12,257 |
| GENERATION IM GLOBAL EQUITY FUND, LLC | FMV | $14,059,401 | $14,059,401 |
| COMMUNITY INVESTMENTS | FMV | $250,000 | $250,000 |
| SJF VENTURES III, LP | FMV | $524,607 | $524,607 |
| MERCER PRIVATE INV PARTNERS LP | FMV | $360,539 | $360,539 |
| PARNASSUS ENDEAVOR FUND | FMV | $1,681,474 | $1,681,474 |
| FRESH SOURCE CAPITAL FUND, LLC | FMV | $129,991 | $129,991 |
| LYME FOREST FUND IV LP | FMV | $252,741 | $252,741 |
| DBL PARTNERS III, LP | FMV | $417,190 | $417,190 |
| SJF VENTURES IV, LP | FMV | $239,608 | $239,608 |
| BOSTON COMMON SUSTAINABLE | FMV | $8,779,590 | $8,779,590 |
| GLOBAL IMPACT ACCESS LP | FMV | $366,538 | $366,538 |
| LTC PARTNERS LP | FMV | $4,200 | $4,200 |
| SCP PRIVATE EQUITY PARTNERS LP | FMV | $2,325 | $2,325 |
| GLOBAL EMERGING MARKETS | FMV | $2,488,511 | $2,488,511 |
| FIMM TREASURY PORTFOLIO | FMV | $313,629 | $313,629 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,530 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,530 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOST | Desc |
| BOY Book Value | $30,600 | BOYBookValueAmt |
| EOY Book Value | $30,600 | EOYBookValueAmt |
| EOYFMV | $30,600 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $13,081 | $0 | $13,081 |
| TELECOMMUNICATIONS | $10,979 | $0 | $10,979 |
| COMPUTERS & IT | $25,821 | $0 | $25,821 |
| SUPPLIES | $4,685 | $0 | $4,685 |
| FILING FEES | $1,500 | $0 | $1,500 |
| PROGRAM RELATED COSTS | $66,386 | $0 | $66,386 |
| MEMBERSHIP FEES | $1,495 | $0 | $1,495 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $119,391 | $119,391 | $119,391 |
| SUBJECT TO UBIT | $7,931 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $9,577,355 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED UBIT TAX | Desc |
| BOY Book Value | $748 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TIEDEMANN - INV FEES | $133,900 | $133,900 | $0 |
| PARTNERSHIP - INV FEES | $110,990 | $110,990 | $0 |
| OTHER INV MANAGER FEES | $270,469 | $270,469 | $0 |
| COMPUTER CONSULTANT | $14,290 | $0 | $14,290 |
| HR RELATED CONSULTANTS | $24,366 | $0 | $24,366 |
| PROGRAM CONSULTANT | $102,853 | $0 | $102,853 |
| COMMUNICATIONS CONSULTANT | $42,000 | $0 | $42,000 |
| WESIRE DESIGN CONSULTANT | $8,000 | $0 | $8,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE AND UBIT TAXES | $25,036 | $0 | $0 |
| FOREIGN TAXES | $43,976 | $43,976 | $0 |
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