THE NEW YORK COMMUNITY TRUST: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE NEW YORK COMMUNITY TRUST (EIN 13-3062214)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-02
- IRS object ID
- 202022469349300922
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-02T11:24:24-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133062214 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The New York Community Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CAROLYN M WEISS | InCareOfNm |
| Business Name Control | NEWY | BusinessNameControlTxt |
| Phone | 2126860010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 Third Avenue Suite 22nd Fl | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN WEISS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2126860010 | PhoneNum |
| Signature | 2020-09-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel Romano | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.117.173.172 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26377520202465000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-09-02 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A255E714C606F7728C60F005D2CCD044C74435DD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7D14034AF515942D2ABE7F7E27EA16D2649DB046 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lorie A Slutsky | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 Third Avenue 22nd Fl | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $955,056,485 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.nycommunitytrust.org | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | The New York Community Trust connects past, present, and future generous New Yorkers with vital nonprofits working to make a healthy, equitable, and thriving community for all. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 71 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $1,320,763 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,284,843 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $77,890,041 | PYContributionsGrantsAmt |
| CY Contributions Grants | $77,047,357 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $160,646,962 | PYInvestmentIncomeAmt |
| CY Investment Income | $172,858,095 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,709,065 | PYOtherRevenueAmt |
| CY Other Revenue | $7,713,371 | CYOtherRevenueAmt |
| PY Total Revenue | $244,246,068 | PYTotalRevenueAmt |
| CY Total Revenue | $257,618,823 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $160,152,547 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $172,671,689 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,435,514 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,795,801 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,600,702 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,298,935 | PYOtherExpensesAmt |
| CY Other Expenses | $25,921,304 | CYOtherExpensesAmt |
| PY Total Expenses | $193,886,996 | PYTotalExpensesAmt |
| CY Total Expenses | $210,388,794 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $50,359,072 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $47,230,029 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,567,643,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,910,364,182 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $67,597,026 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,646,491 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,500,046,229 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,854,717,691 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $182,221,183 | ExpenseAmt |
| Grant | $172,671,689 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | See Schedule O | Desc |
| Total Program Service Expenses | $182,221,183 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 76 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 71 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 3 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN M WEISS | PersonNm |
| Phone | 2126860010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 THIRD AVENUE 22ND FL | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Lorie A Slutsky | ||||||||
| Director & President | 45.0 | 0.0 | Yes (X) | Yes (X) | $940,757 | $0 | $138,623 | |
| Mary Z Greenebaum | ||||||||
| Chief Inv. Officer | 36.0 | 0.0 | Yes (X) | $308,313 | $0 | $158,196 | ||
| Jane L Wilton | ||||||||
| VP & General Counsel | 45.0 | 0.0 | Yes (X) | $328,495 | $0 | $117,157 | ||
| Mercedes Leon | ||||||||
| VP & Asst. Secretary | 45.0 | 0.0 | Yes (X) | $287,873 | $0 | $154,659 | ||
| Carolyn M Weiss | ||||||||
| CFO & Treasurer | 45.0 | 0.0 | Yes (X) | $273,631 | $0 | $100,285 | ||
| Gaydell Young | ||||||||
| VP & Asst. Secretary | 45.0 | 0.0 | Yes (X) | $245,766 | $0 | $125,019 | ||
| Kerry E McCarthy | ||||||||
| VP Philanthropic Initiatives | 45.0 | 0.0 | Yes (X) | $247,646 | $0 | $92,983 | ||
| Shawn V Morehead | ||||||||
| VP for Grants | 45.0 | 0.0 | Yes (X) | $248,490 | $0 | $69,690 | ||
| David Okorn | ||||||||
| LICF Executive Director | 45.0 | 0.0 | $189,864 | $0 | $76,318 | Yes (X) | ||
| Marie D'Costa | ||||||||
| Chief Dev. & Mktg. Officer | 45.0 | 0.0 | $188,388 | $0 | $69,809 | Yes (X) | ||
| Kenneth Beitler | ||||||||
| Director of Investments | 45.0 | 0.0 | $200,126 | $0 | $44,804 | Yes (X) | ||
| John J Oddy | ||||||||
| Sr. Director of Donor Services | 45.0 | 0.0 | $199,694 | $0 | $40,036 | Yes (X) | ||
| Wen Weng | ||||||||
| Controller & Asst. Treasurer | 45.0 | 0.0 | Yes (X) | $152,489 | $0 | $86,502 | ||
| Laura Rossi | ||||||||
| WCF Executive Director | 45.0 | 0.0 | $166,134 | $0 | $69,680 | Yes (X) | ||
| Valerie S Peltier | ||||||||
| Chairman | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jamie Drake | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Roger J Maldonado | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Anne Moore MD | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Stephen P Robinson | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Judith O Rubin | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Barron M Tenny | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ann Unterberg | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jason H Wright | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Obaid Khan | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mali Sananikone Gaw | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,977,666 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,343,761 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 30 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JPMorgan Chase Bank | |||||
| 270 Park Avenue | NEW YORK | NY | 10017 | Trustee/Invest Advis | $2,867,913 |
| Angelo Gordon Co | |||||
| 245 Park Avenue | NEW YORK | NY | 10167 | Investment Advisor | $1,489,694 |
| Southpoint Capital Advisors | |||||
| 1114 Avenue of the Americas | NEW YORK | NY | 10036 | Investment Advisor | $1,383,065 |
| Davidson Kempner Capital Management | |||||
| 520 Madison Avenue | NEW YORK | NY | 10022 | Investment Advisor | $1,287,166 |
| Bank of New York Mellon | |||||
| 706 Madison Avenue | NEW YORK | NY | 10065 | Trustee/Invest Advis | $1,257,001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 40 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $77,047,357 | AllOtherContributionsAmt |
| Noncash Contributions | $29,222,460 | NoncashContributionsAmt |
| Total Contributions | $77,047,357 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,550,513 | TotalRevenueColumnAmt |
| Exclusion | $67,550,513 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $802,745,244 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $697,437,662 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $105,307,582 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,307,582 | TotalRevenueColumnAmt |
| Exclusion | $105,307,582 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|---|
| LP, OTHER INVESTMENT INCOME | 525990 | $7,652,385 | $1,320,763 | $6,331,622 | |
| FINANCIAL & ADMIN SERVICES | 561000 | $60,986 | $60,986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,713,371 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $257,618,823 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,986 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,320,763 | UnrelatedBusinessRevenueAmt |
| Exclusion | $179,189,717 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,140,817 | TotalAmt |
| Program Services | $172,140,817 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,722 | TotalAmt |
| Program Services | $325,722 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,150 | TotalAmt |
| Program Services | $205,150 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,076,568 | TotalAmt |
| Program Services | $2,243,019 | ProgramServicesAmt |
| Management And General | $1,630,426 | ManagementAndGeneralAmt |
| Fundraising | $203,123 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,198,633 | TotalAmt |
| Program Services | $2,835,101 | ProgramServicesAmt |
| Management And General | $2,108,043 | ManagementAndGeneralAmt |
| Fundraising | $255,489 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,737,767 | TotalAmt |
| Program Services | $955,772 | ProgramServicesAmt |
| Management And General | $695,107 | ManagementAndGeneralAmt |
| Fundraising | $86,888 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,783 | TotalAmt |
| Program Services | $145,631 | ProgramServicesAmt |
| Management And General | $105,913 | ManagementAndGeneralAmt |
| Fundraising | $13,239 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,050 | TotalAmt |
| Program Services | $296,797 | ProgramServicesAmt |
| Management And General | $196,669 | ManagementAndGeneralAmt |
| Fundraising | $24,584 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,068 | TotalAmt |
| Program Services | $138,581 | ProgramServicesAmt |
| Management And General | $90,487 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,277 | TotalAmt |
| Management And General | $121,277 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,500 | TotalAmt |
| Management And General | $37,500 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,230,284 | TotalAmt |
| Management And General | $18,230,284 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,705,578 | TotalAmt |
| Program Services | $1,187,904 | ProgramServicesAmt |
| Management And General | $517,674 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,401 | TotalAmt |
| Program Services | $43,088 | ProgramServicesAmt |
| Management And General | $65,072 | ManagementAndGeneralAmt |
| Fundraising | $734,241 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,774 | TotalAmt |
| Program Services | $214,435 | ProgramServicesAmt |
| Management And General | $205,075 | ManagementAndGeneralAmt |
| Fundraising | $30,264 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,280 | TotalAmt |
| Program Services | $217,091 | ProgramServicesAmt |
| Management And General | $166,453 | ManagementAndGeneralAmt |
| Fundraising | $19,736 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,503,473 | TotalAmt |
| Program Services | $826,910 | ProgramServicesAmt |
| Management And General | $601,389 | ManagementAndGeneralAmt |
| Fundraising | $75,174 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,731 | TotalAmt |
| Program Services | $50,329 | ProgramServicesAmt |
| Management And General | $34,397 | ManagementAndGeneralAmt |
| Fundraising | $8,005 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,939 | TotalAmt |
| Program Services | $98,617 | ProgramServicesAmt |
| Management And General | $82,292 | ManagementAndGeneralAmt |
| Fundraising | $123,030 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,193 | TotalAmt |
| Program Services | $198,106 | ProgramServicesAmt |
| Management And General | $144,077 | ManagementAndGeneralAmt |
| Fundraising | $18,010 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,387 | TotalAmt |
| Program Services | $98,113 | ProgramServicesAmt |
| Management And General | $71,355 | ManagementAndGeneralAmt |
| Fundraising | $8,919 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| UBIT | $1,435,985 | $1,435,985 |
| OTHER EXPENSES | $27,434 | $27,434 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,388,794 | TotalAmt |
| Program Services | $182,221,183 | ProgramServicesAmt |
| Management And General | $26,566,909 | ManagementAndGeneralAmt |
| Fundraising | $1,600,702 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,179,460 | BOYAmt |
| EOY | $38,431,464 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,220 | BOYAmt |
| EOY | $325,674 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,027 | BOYAmt |
| EOY | $279,150 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,739,285 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $796,600 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,209,977 | BOYAmt |
| EOY | $942,685 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,170,468,580 | BOYAmt |
| EOY | $2,505,986,420 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,013,991 | BOYAmt |
| EOY | $364,398,789 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,567,643,255 | BOYAmt |
| EOY | $2,910,364,182 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,846 | BOYAmt |
| EOY | $867,381 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,717,685 | BOYAmt |
| EOY | $46,767,408 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,106,495 | BOYAmt |
| EOY | $8,011,702 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,597,026 | BOYAmt |
| EOY | $55,646,491 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,500,046,229 | BOYAmt |
| EOY | $2,854,717,691 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,500,046,229 | BOYAmt |
| EOY | $2,854,717,691 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,567,643,255 | BOYAmt |
| EOY | $2,910,364,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $47,230,029 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $306,438,018 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,003,415 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,036,093 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,537,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,312,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,890,041 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,047,357 | CurrentTaxYearAmt |
| Total | $453,823,677 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,036,093 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,537,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,312,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,890,041 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,047,357 | CurrentTaxYearAmt |
| Total | $453,823,677 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,224,097 | SubstantialContributorsTotAmt |
| Public Support Total170 | $438,599,580 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,840,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,158,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,839,847 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,677,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,882,135 | CurrentTaxYearAmt |
| Total | $295,398,953 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,017,904 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,164,533 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,600,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,884,223 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,320,763 | CurrentTaxYearAmt |
| Total | $14,987,521 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,028 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,590 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,986 | CurrentTaxYearAmt |
| Total | $278,346 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $764,488,497 | TotalSupportAmt |
| Public Support CY170 | 0.57372 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59710 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $98,000 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $662,500 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $760,500 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $209,628,294 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $210,388,794 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $289,028 | CurrentYearMinus3Amt |
| Current Year Minus2 | $727,850 | CurrentYearMinus2Amt |
| Current Year Minus1 | $523,500 | CurrentYearMinus1Amt |
| Current Year | $760,500 | CurrentYearAmt |
| Total | $2,300,878 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $85,837 | CurrentYearMinus3Amt |
| Current Year Minus2 | $235,400 | CurrentYearMinus2Amt |
| Current Year Minus1 | $136,800 | CurrentYearMinus1Amt |
| Current Year | $98,000 | CurrentYearAmt |
| Total | $556,037 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1365 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 35 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $55,792,551 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $9,871,588 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $102,518,159 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $13,132,770 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,102,692,614 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $28,080,197 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $2,102,847 | BeginningBalanceAmt |
| Additions During Year | $0 | AdditionsDuringYearAmt |
| Distributions During Year | $2,102,847 | DistributionsDuringYearAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,500,046,229 | BeginningYearBalanceAmt |
| Contributions | $77,047,357 | ContributionsAmt |
| Investment Earnings Or Losses | $486,948,498 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $172,671,689 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,796,634 | OtherExpendituresAmt |
| Administrative Expenses | $34,856,070 | AdministrativeExpensesAmt |
| End Year Balance | $2,854,717,691 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,732,139,179 | BeginningYearBalanceAmt |
| Contributions | $77,890,041 | ContributionsAmt |
| Investment Earnings Or Losses | -$117,599,173 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $160,152,547 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,841,282 | OtherExpendituresAmt |
| Administrative Expenses | $30,389,989 | AdministrativeExpensesAmt |
| End Year Balance | $2,500,046,229 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,499,183,423 | BeginningYearBalanceAmt |
| Contributions | $81,312,770 | ContributionsAmt |
| Investment Earnings Or Losses | $407,077,017 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $222,557,108 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,657,433 | OtherExpendituresAmt |
| Administrative Expenses | $31,219,490 | AdministrativeExpensesAmt |
| End Year Balance | $2,732,139,179 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,440,133,842 | BeginningYearBalanceAmt |
| Contributions | $124,537,416 | ContributionsAmt |
| Investment Earnings Or Losses | $161,954,069 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $193,930,605 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,623,881 | OtherExpendituresAmt |
| Administrative Expenses | $31,887,418 | AdministrativeExpensesAmt |
| End Year Balance | $2,499,183,423 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,539,765,904 | BeginningYearBalanceAmt |
| Contributions | $93,036,093 | ContributionsAmt |
| Investment Earnings Or Losses | $3,025,116 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $163,923,296 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,505,298 | OtherExpendituresAmt |
| Administrative Expenses | $30,264,677 | AdministrativeExpensesAmt |
| End Year Balance | $2,440,133,842 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.54730 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45270 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $926,760 | OtherCostOrOtherBasisAmt |
| Depreciation | $154,460 | DepreciationAmt |
| Book Value | $772,300 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $812,525 | OtherCostOrOtherBasisAmt |
| Depreciation | $642,140 | DepreciationAmt |
| Book Value | $170,385 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $942,685 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $155,828,872 | F |
| PRIVATE EQUITY | $121,837,967 | F |
| FIXED INCOME | $54,044,963 | F |
| U.S. EQUITIES | $320,164 | F |
| REAL ESTATE | $31,490,407 | F |
| OTHER | $876,416 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $364,398,789 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION LIABILITY | $3,515,148 |
| ACCRUED POSTRETIREMENT BENEFIT | $3,844,656 |
| DEFERRED RENT CREDITS | $651,898 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,011,702 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $544,395,902 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $306,438,018 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $306,438,018 | RevenueNotReportedAmt |
| Revenue Subtotal | $237,957,884 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $18,224,954 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,435,985 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $19,660,939 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $257,618,823 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $190,727,855 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $190,727,855 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $18,224,954 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,435,985 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $19,660,939 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $210,388,794 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 1b - Explanation for Unreported Contributions or Assets | The Trust serves as a trustee for and is the beneficiary of a charitable remainder trust. |
| Part V, Line 4 - Intended Uses for Endowment Funds | Building an endowment is an essential task for community foundations. Endowments enable a donor's generosity to last in perpetuity and to be responsive to contemporary needs. The Trust's endowed funds provide for the competitive grants program. |
| Part V, Line 1f | Administrative expenses include $20.4 million of investment expenses, unrelated business income tax and other pension and postretirement medical changes. |
| Part X, Line 2 | The Trust had no uncertain tax positions and as prescribed by FIN 48, a footnote was not required in the audited financial statements. |
| Part XI and Part XII, Line 4b | The provision for unrelated business income taxes is $1,435,985. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $83,323,414 |
| North America | Grantmaking | $133,000 |
| Europe (Including Iceland and Greenland) | Grantmaking | $58,400 |
| Central America and the Caribbean | Grantmaking | $13,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $83,528,564 | SubtotalSpentAmt |
| Total Spent | $83,528,564 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (9 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | general support | $25,500 | wire |
| North America | scholarship | $9,000 | check |
| Central America and the Caribbean | program support. | $12,750 | check |
| North America | scholarship award. | $20,000 | check |
| Europe (Including Iceland and Greenland) | scholarship award. | $6,000 | wire |
| North America | scholarship award. | $10,000 | check |
| Europe (Including Iceland and Greenland) | scholarship. | $22,000 | wire |
| North America | scholarship. | $19,000 | check |
| North America | porgram support. | $75,000 | check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2 - Procedures for Monitoring the Use of Grant Funds | FormAndLineReferenceDesc |
| Explanation | Prior to making a foreign grant to an organization, The Trust ensures that the potential grantee is recognized as a charity by the foreign country or is a 501(c)(3) organization. Foreign grantees are required to submit a report detailing the use of the funds. The report is reviewed to ensure that the funds were used for the intended charitable purpose. Any funds not used for the purpose described are required to revert to The Trust. Prior to making a foreign grant to an individual selected by an advisory committee (based on the specific fund's purpose), The Trust cross-references the individuals with the US Treasury Department's SDN list, and ensures that the individual has a J1 visa & tax ID number. In 2019, The Trust did not make any grants to foreign individuals. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See attached Schedule I | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $172,140,817 | CashGrantAmt |
| Purpose Of Grant | various | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2209 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Fellowships and awards | GrantTypeTxt |
| Recipient | 51 | RecipientCnt |
| Cash Grant | $325,722 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2 - Procedures for Monitoring the Use of Grant Funds | FormAndLineReferenceDesc |
| Explanation | The Trust's procedures for monitoring the use of grant funds in the United States include checking every proposed grantee to ensure that it is a recognized charitable organization. Each grantee must meet charitable standards for programmatic, governance and financial soundness. For grants issued in response to a proposal, The Trust issues a grant letter requiring that the grantee use the grant funds in accordance with the budget included in its proposal and that any funds not used for the approved purpose will revert back to The Trust. The grantee is required to issue a formal report to The Trust providing an accounting of the use of the funds and a narrative describing the outcome of the project. Failure to provide this report will preclude future grants. For those grants originating from donor advised funds, the grantee is instructed in writing that no one associated with the fund may receive any benefit as a result of the grant and by accepting the check the organization will comply with these instructions. There were no non-cash grants to governments or organizations in the United States in 2019. Grants to an individual are made pursuant to Advisory Committee recommendation. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lorie A Slutsky | ||||||||||||||
| Director & President | $854,519 | $0 | $10,586 | $0 | $75,652 | $0 | $110,724 | $0 | $27,899 | $0 | $1,079,380 | $0 | $0 | $0 |
| Mary Z Greenebaum | ||||||||||||||
| Chief Inv. Officer | $300,872 | $0 | $0 | $7,441 | $0 | $138,974 | $0 | $19,222 | $0 | $466,509 | $0 | $0 | $0 | |
| Mercedes Leon | ||||||||||||||
| VP & Asst. Secretary | $284,120 | $0 | $0 | $3,753 | $0 | $136,349 | $0 | $18,310 | $0 | $442,532 | $0 | $0 | $0 | |
| Carolyn M Weiss | ||||||||||||||
| CFO & Treasurer | $269,750 | $0 | $0 | $3,881 | $0 | $61,214 | $0 | $39,071 | $0 | $373,916 | $0 | $0 | $0 | |
| Wen Weng | ||||||||||||||
| Controller & Asst. Treasurer | $151,286 | $0 | $0 | $1,203 | $0 | $47,789 | $0 | $38,713 | $0 | $238,991 | $0 | $0 | $0 | |
| Jane L Wilton | ||||||||||||||
| VP & General Counsel | $325,096 | $0 | $0 | $3,399 | $0 | $91,809 | $0 | $25,348 | $0 | $445,652 | $0 | $0 | $0 | |
| Gaydell Young | ||||||||||||||
| VP & Asst. Secretary | $238,298 | $0 | $0 | $7,468 | $0 | $106,271 | $0 | $18,748 | $0 | $370,785 | $0 | $0 | $0 | |
| Kenneth Beitler | ||||||||||||||
| Director of Investments | $196,245 | $0 | $0 | $3,881 | $0 | $38,619 | $0 | $6,185 | $0 | $244,930 | $0 | $0 | $0 | |
| Kerry E McCarthy | ||||||||||||||
| VP Philanthropic Initiatives | $246,294 | $0 | $0 | $1,352 | $0 | $62,087 | $0 | $30,896 | $0 | $340,629 | $0 | $0 | $0 | |
| Shawn V Morehead | ||||||||||||||
| VP for Grants | $247,608 | $0 | $0 | $882 | $0 | $45,077 | $0 | $24,613 | $0 | $318,180 | $0 | $0 | $0 | |
| David Okorn | ||||||||||||||
| LICF Executive Director | $183,512 | $0 | $5,000 | $0 | $1,352 | $0 | $37,018 | $0 | $39,300 | $0 | $266,182 | $0 | $0 | $0 |
| Marie D'Costa | ||||||||||||||
| Chief Dev. & Mktg. Officer | $177,036 | $0 | $10,000 | $0 | $1,352 | $0 | $31,096 | $0 | $38,713 | $0 | $258,197 | $0 | $0 | $0 |
| John J Oddy | ||||||||||||||
| Sr. Director of Donor Services | $197,376 | $0 | $0 | $2,318 | $0 | $34,191 | $0 | $5,845 | $0 | $239,730 | $0 | $0 | $0 | |
| Laura Rossi | ||||||||||||||
| WCF Executive Director | $163,786 | $0 | $0 | $2,348 | $0 | $45,418 | $0 | $24,262 | $0 | $235,814 | $0 | $0 | $0 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a - Fringe or Expense Explanation | FormAndLineReferenceDesc |
| Explanation | To help offset the high cost of maintaining an apartment in New York City, and in keeping with compensation practices in other New York City organizations, the board of directors approved, as part of the determination of reasonable compensation that is described in Schedule O, a housing allowance as a component of the President's aggregate compensation. The housing allowance is included in the President's taxable income. As part of her responsibilities, the President is required to entertain donors and potential donors. To provide an appropriate venue for this entertainment, the Board Chairman has approved that she may belong to a social club for which The Trust will reimburse for dues and business usage. Amounts are reimbursed upon submission of an approved expense report with required supporting documentation. This cost is considered to be a valid business expense and is not included in taxable income. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 396 | ContributionCnt |
| Noncash Contributions Rpt F990 | $19,801,010 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Avg of high & low | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $799,987 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Est of sale price | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,019,704 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV of asset | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 32b | The Trust does not utilize the services of a third party to solicit any contributions of publicly traded securities. For all non-cash gifts, the Trust utilizes the services of a third party to process and liquidate the position as quickly as possible. |
| Part I, column (b) | The Trust is reporting the number of contributions received. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 - Additional Information | This is a consolidated return for The New York Community Trust (13-3062214) and Community Funds, Inc. (13-6089923). Prior to 1980, the above named taxpayers filed separate tax returns, but were then granted permission by the IRS to file a consolidated return. The main office for both is located at 909 Third Avenue, New York, NY 10022. |
| Form 990 - Organization's Mission or Most Significant Activities | Form 990, Part I, line 1 and Form 990, Part III, line 1 Since 1924, The New York Community Trust has built a permanent endowment to support the nonprofit organizations that make our city a vital place, while making it easy for New Yorkers to be philanthropists. With thousands of charitable funds set up by individuals, families, and businesses, and with an expert staff, we help donors with their giving and enable their generosity to continue even after their lifetimes. |
| Form 990 - Program Service Accomplishments | Form 990, Part III, Line 4a Our competitive program grants seek to promote healthy lives, expand opportunities, strengthen families, develop children and youth, and create strong, vital communities. Our governing board has identified four categories of activity to carry out these objectives. They are summarized below. Healthy Lives As health care changes, we're helping providers deliver efficient, cost-effective services to all New Yorkers. The Trust made $10.8 million in grants to support projects that improve quality of care, strengthen health care providers, address costs and health disparities, and develop the skills and independence of people with disabilities. Promising Futures We made grants totaling $23.6 million to build promising futures by helping young people prosper; providing job training and placement; making our educational and justice systems work for everyone; alleviating hunger and homelessness; improving family and child welfare services; and advancing the practice of social work. Thriving Communities We made $21.8 million in grants to groups that protect and create affordable housing, promote equity in the arts, improve civic engagement, and protect our environment. We support agencies working on these issues at the neighborhood level, as well as government and nonprofit institutions developing strategies. We also support efforts to improve the functioning of nonprofits and government. Special Projects and Philanthropy We made $1.5 million in grants to address unmet needs, and leverage support for emerging issues. As a leading community foundation, our active participation in associations of grantmakers and charitable 'watchdog' groups, our cooperative projects with other foundations, and our continuing dialogue with federal, state, and local government officials, help assure that our resources are used strategically. |
| Form 990 - Form 990T Not Filed Explanation | Form 990, Part V, line 3b For the year ending December 31, 2019, the organization has submitted an Application for Extension of Time to file its Form 990-T with the Internal Revenue Service. All of the unrelated business income is generated by the organization's investments, and the information required to prepare and file the Form 990-T will not be provided by all of the investment managers prior to submission of this Form 990. The Form 990-T will be filed with the Internal Revenue Service prior to the end of the approved extension period. The UBIT numbers reported on this Form 990 are estimated amounts. |
| Form 990 - Oranization's Process to Review Form 990 | Form 990, Part VI, Section B, line 11b The 990 is prepared internally and reviewed by the CFO and President of the organization. It is also reviewed by an independent public accounting firm who signs the 990 as paid preparer. The form is distributed to the board in advance of filing. |
| Form 990 - Enforcement of Conflicts Policy | Form 990, Part VI, Section B, line 12c All members of the governing board, officers, and senior staff must review the conflict of interest policy and complete a questionnaire concerning compliance on an annual basis. The forms are reviewed by the General Counsel to ensure ongoing compliance, and to determine whether or not a conflict exists. A conflict with respect to a potential transaction is required to be disclosed, and the conflicted staff or board member is excluded from participating in deliberations and decisions concerning the matter. |
| Form 990 - Compensation Process for Top Official | Form 990, Part VI, Section B, line 15a The President is the top management official of The Trust, and her compensation package is reviewed and decided upon annually by the board of directors, based upon a recommendation from the Compensation Committee comprised of several independent members of the board of directors. As part of this process the Compensation Committee prepares a written performance appraisal with input from all of the board members. Annually, through the use of various surveys, the Committee compares the President's compensation to that of others in similar positions and with peer institutions. The Committee also engaged an independent compensation consultant to evaluate the President's compensation package to determine if the components of the package, as well as the package as a whole, continue to be fair and reasonable. The Committee reports their findings, the overall performance appraisal and their recommendation to the full board of directors in executive session at the last meeting of the year. After review and discussion, the board determines the President's compensation for the next year. |
| Form 990 - Compensation Process for Officers | Form 990, Part VI, Section B, line 15b Officers, as well as other employees, receive annual performance appraisals from their immediate supervisor. Salary adjustments must be approved by the president of the organization and will be given, where appropriate, based upon the annual performance review and within budgetary guidelines approved by the board of directors. As part of this process various outside salary surveys are used to assist in determining any adjustments. Independent compensation consultants are used periodically. |
| Form 990 - Governing Documents Disclosure Explanation | Form 990, Part VI, Section C, line 19 The audited financial statements and the conflict of interest policy are available on the website of The Trust. The IRS Form 990 is available on Guidestar's website, and other similar public websites. All of these documents, along with a copy of the governing documents and the Form 990-T are available upon request at management's discretion. |
| Form 990 - Part VII - Additional Information | Form 990, Part VII, Section A, column (F) & Schedule J, column (C) The IRS requires that The Trust include for each individual the actuarially imputed increase in value of its long standing defined benefit plan. |
| Form 990 - Other Changes in Net Assets Explanation | Form 990, Part XI, line 9 Other changes in net assets or fund balances represent other pension and postretirement medical changes of $780,798 and other components of net periodic cost of $222,617. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The James Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21506 Maramec Spring Drive | AddressLine1Txt |
| City | St James | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65559 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131614951 | EIN |
| Primary Activities | Park | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Exempt Code Section | 501(c)3 | ExemptCodeSectionTxt |
| Public Charity Status | 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NYCT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The James Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | b | TransactionTypeTxt |
| Involved | $598,000 | InvolvedAmt |
| Method Of Amount Determination | Board approved. | MethodOfAmountDeterminationTxt |
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