FOUNDATION FOR A JUST SOCIETY: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR A JUST SOCIETY (EIN 27-3345774)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-04
IRS object ID
202033099349101333
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-04T22:27:47-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVENUE 3RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273345774EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation for a Just SocietyBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MARINA SHMOUKLERInCareOfNm
Business Name ControlFOUNBusinessNameControlTxt
Phone6463620039PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 East 22nd StreetAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARINA SHMOUKLERPersonNm
Person TitleCFOPersonTitleTxt
Phone6463620039PhoneNum
Signature2020-11-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer Personscott thompsettPreparerPersonNm
PTINP00741490PTIN
Phone2125990100PhoneNum
Preparation2020-11-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.90.15.8IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id26377520203095000013FederalOriginalSubmissionId
Federal Original Submission Id2020-11-04FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA87539D75D44546F9E81755E19BD8DC508F41D5EAtSubmissionCreationDeviceId
At Submission Filing Device Id979609585EDF7A80B261DC170E7F22891F321D40AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$669,006,896FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$45,365,627ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$233,906InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$233,906InterestOnSavNetInvstIncmAmt
Gross Rents Rev And Expnss$663,672GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$663,672GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$663,672NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$49,877,619NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$72,923,313GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,946,707CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$915OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$108,284,127OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$96,141,739TotalRevAndExpnssAmt
Total Net Invst Incm$117,128,412TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$15,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$22,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,365,523OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,362,446OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,245,225PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$1,021,241PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$27,155LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$25,702LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$79,860AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$58,063AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$278,878OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$274,699OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,441,716TaxesRevAndExpnssAmt
Taxes Net Invst Incm$145,219TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$885,975DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$663,672DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$257,437OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$286,755OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$457,193TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$458,520TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$57,501PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$79,180PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$640,645OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$645,842OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,752,108TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$808,891TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,234,448TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,589,912ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,493,245ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,342,020TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$808,891TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$43,727,693TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$48,799,719ExcessRevenueOverExpensesAmt
Net Investment Income$116,319,521NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,873,396CashBOYAmt
Cash EOY$3,158,991CashEOYAmt
Cash EOYFMV$3,158,991CashEOYFMVAmt
Sav And Temp Cash Invst BOY$94,407,924SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,641,940SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,641,940SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$367,400AcctRcvblAmt
Acct Rcvbl BOY$356,533AcctRcvblBOYAmt
Acct Rcvbl EOY$367,400AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$367,400AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$417,086PrepaidExpensesBOYAmt
Prepaid Expenses EOY$137,198PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$137,198PrepaidExpensesEOYFMVAmt
Other Investments BOY$413,028,528OtherInvestmentsBOYAmt
Other Investments EOY$632,980,563OtherInvestmentsEOYAmt
Other Investments EOYFMV$632,980,563OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$31,701,094LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,008,344LandBldgEquipAccumDeprecAmt
Land BOY$28,514,460LandBOYAmt
Land EOY$27,692,750LandEOYAmt
Land EOYFMV$27,692,750LandEOYFMVAmt
Other Assets BOY$43,762OtherAssetsBOYAmt
Other Assets EOY$28,054OtherAssetsEOYAmt
Other Assets EOYFMV$28,054OtherAssetsEOYFMVAmt
Total Assets BOY$542,641,689TotalAssetsBOYAmt
Total Assets EOY$669,006,896TotalAssetsEOYAmt
Total Assets EOYFMV$669,006,896TotalAssetsEOYFMVAmt
Accounts Payable BOY$360,956AccountsPayableBOYAmt
Accounts Payable EOY$1,722,996AccountsPayableEOYAmt
Grants Payable BOY$19,388,333GrantsPayableBOYAmt
Grants Payable EOY$19,485,000GrantsPayableEOYAmt
Other Liabilities BOY$3,092,465OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,512,748OtherLiabilitiesEOYAmt
Total Liabilities BOY$22,841,754TotalLiabilitiesBOYAmt
Total Liabilities EOY$24,720,744TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$519,799,935NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$644,286,152NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$519,799,935TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$644,286,152TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$542,641,689TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$669,006,896TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$519,799,935TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$48,799,719ExcessRevenueOverExpensesAmt
Other Increases$75,686,498OtherIncreasesAmt
Subtotal$644,286,152SubtotalAmt
Tot Net Ast Or Fund Balances EOY$644,286,152TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LONG-TERM REALIZED GAIN FROM LPSP$72,923,313$63,893,283$9,030,030$9,030,030
SHORT-TERM REALIZED LOSS FROM LPSP-$957,058
LESS: SHORT-TERM CAPITAL GAIN FROM UBTI-$66,385
LESS: LONG-TERM CAPITAL GAIN FROM UBTI-$7,757
LESS: 1231 GAIN FROM UBTI-$52,123
FieldValueIRS element (for citing)
Capital Gain Net Income$7,946,707CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$35,717,906AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$418,976,875NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.08525DistributionYr1Rt
Adjusted Qlfy Distri Yr2$26,471,366AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$371,744,020NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.071209DistributionYr2Rt
Adjusted Qlfy Distri Yr3$18,679,368AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$279,352,493NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.066867DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,763,415AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$208,485,171NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.080406DistributionYr4Rt
Adjusted Qlfy Distri Yr5$36,337,299AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$182,354,483NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.199267DistributionYr5Rt
Total Distribution0.502999TotalDistributionRt
Average Distribution0.1006AverageDistributionRt
Net Vl Noncharitable Assets$567,763,357NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$57,116,994AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,163,195NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$58,280,189AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$43,788,146QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,326,390InvestmentIncomeExciseTaxAmt
Subtotal$2,326,390SubtotalAmt
Tax Based On Investment Income$2,326,390TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$828,607EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$100,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$928,607TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$31,111EsPenaltyAmt
Tax Due$1,428,894TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityYes (true)OwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressFJS.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARINA SHMOUKLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6463620039PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line125 EAST 22ND STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AUDREY cappell
25 East 22nd StreetNEW YORKNY10010PRESIDENT10.0$0$0$0
JESSICA Postrozny
25 East 22nd StreetNEW YORKNY10010VICE PRESIDENT2.5$7,000$0$0
KYLA BARKIN
25 East 22nd StreetNEW YORKNY10010SECRETARY/TREASURER4.0$8,000$0$0
KADY SAFAR
25 East 22nd StreetNEW YORKNY10010DIRECTOR2.5$7,000$0$0
ELIZABETH SIMONS
25 East 22nd StreetNEW YORKNY10010DIRECTOR2.5$0$0$0
Patricia Weisenfeld
25 East 22nd StreetNEW YORKNY10010Director; VP Hannah Charitable4.0$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
NICOLA MCINTYRE
25 EAST 22ND STREETNEW YORKNY10010CHIEF EXEC. OFFICER40.0$315,572$74,447$0
MARINA SHMOUKLER
25 EAST 22ND STREETNEW YORKNY10010CFO40.0$263,008$70,678$0
MAITRI MORARJI
25 EAST 22ND STREETNEW YORKNY10010DIR. OF PROGRAMS40.0$184,013$63,522$0
ELENA FAYN
25 EAST 22ND STREETNEW YORKNY10010CONTROLLER40.0$139,536$40,148$0
MNICA ENRQUEZ-ENRQUEZ
25 EAST 22ND STREETNEW YORKNY10010PROGRAM OFFICER40.0$125,040$43,674$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k20OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
MSA SECURITY
9 Murray StreetNEW YORKNY10007SECURITY$109,681
JOCELYN BAN
340 1/2 LEONARD STREETBROOKLYNNY11211DIGITAL CONSULTING$68,250
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$541,082,476AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,327,024AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$576,409,500TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$576,409,500AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,646,143CashDeemedCharitableAmt
Net Vl Noncharitable Assets$567,763,357NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,388,168MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,388,168MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,326,390TaxBasedOnInvestmentIncomeAmt
Total Tax$2,326,390TotalTaxAmt
Distributable Before Adj$26,061,778DistributableBeforeAdjAmt
Distributable Before Ded$26,061,778DistributableBeforeDedAmt
Distributable As Adjusted$26,061,778DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,727,693ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$60,453CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$43,788,146QualifyingDistributionsAmt
Adjusted Qualifying Distri$43,788,146AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,061,778DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$24,618,331ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,725,074ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,343,088ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,443,903ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,030,117ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$60,160,513TotalExcessDistributionCyovAmt
Qualifying Distributions$43,788,146QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$26,061,778AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,726,368RemainingDistriFromCorpusAmt
Total Corpus$77,886,881TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$24,618,331ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$53,268,550ExcessDistriCyovToNextYrAmt
Excess From Year4$6,725,074ExcessFromYear4Amt
Excess From Year3$5,343,088ExcessFromYear3Amt
Excess From Year2$8,443,903ExcessFromYear2Amt
Excess From Year1$15,030,117ExcessFromYear1Amt
Excess From Current Year$17,726,368ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAUDREY CAPPELLContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1See Attachment 16BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line125 east 22nd streetAddressLine1Txt
Citynew yorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeAttachment 16GrantOrContributionPurposeTxt
Amt$38,493,245Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,493,245TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1See Attachment 17BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line125 east 22nd streetAddressLine1Txt
Citynew yorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeAttachment 17GrantOrContributionPurposeTxt
Amt$16,410,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$16,410,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$233,906ExclusionAmt
FieldValueIRS element (for citing)
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$663,672ExclusionAmt
FieldValueIRS element (for citing)
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$126,265UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$50,133,251ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmtExclusionExclusionCd
PORTFOLIO LOSS FROM INVESTMENTS IN LPS525990-$381,897$0$0
MISCELLANEOUS REVENUE$0$915$001

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$255,632UnrelatedBusinessTaxblIncmAmt
Exclusion$51,031,744ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,776,112TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonThe Audrey Simons Delaware Trust IContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1500 STANTON C RDAddressLine1Txt
CityNEWARKCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19713ZIPCd
FieldValueIRS element (for citing)
Total Contributions$45,365,627TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GRANT THORNTON LLP$70,493$0$0$49,493
FISCAL MANAGEMENT ASSOCIATES$4,145$0$0$4,210
BALANCED BOOKS BY BRUCE$5,222$0$0$4,360

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
HEDGE FUNDS/LIMITEDFMV$605,980,563$605,980,563
PARTNERSHIPS
INVESTMENT REDEMPTION
RECEIVABLEFMV$20,000,000$20,000,000
PENDING INVESTMENT PURCHASESFMV$7,000,000$7,000,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LOEB, BLOCK & PARTNERS LLP$6,819$0$0$6,471
BRODY & BROWN LLP$20,336$0$0$19,231

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEFERRED RENT$40,087$16,851$16,851
DUE FROM THIRD PARTIES$3,675$11,203$11,203

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$270,042$0$0$259,982
SECURITY$122,273$0$0$122,273
INSURANCE$109,732$0$0$105,504
PROGRAM DEVELOPMENT EXPENSE$97,807$0$0$105,751
OTHER BOARD DEVELOPMENT$19,718$0$0$19,747
STAFF DEVELOPMENT EXPENSE$10,438$0$0$11,096
TEMPORARY HELP$7,031$0$0$7,408
STATE FILING FEES$1,510$0$0$1,510
COMMUNICATION EXPENSE$1,052$0$0$1,071
GRANT PROCESSING EXPENSES$1,042$0$0$11,500

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Portfolio Income from Investments in
Limited Partnerships$0$4,463,111$0
SUBPART F INCOME INCLUSION$0$103,821,016$0
MISCELLAENOUS REVENUE$915$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$75,686,498Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED EXCISE TAX LIABILITY$2,799,626$2,997,682
POSTRETIREMENT BENEFIT OBLIGATION$292,839$515,066

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROGRAM DEVELOPMENT CONSULTING$186,657$0$0$176,184
HR OUTSOURCING AND RECRUITMENT$52,454$0$0$51,000
OTHER CONSULTING SERVICES$29,221$0$0$28,725
BOARD DEVELOPMENT CONSULTING$10,546$0$0$18,790

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CURRENT & DEFERRED FEDERAL
EXCISE TAX PROVISION$2,438,389$0$0$0
STATE UNRELATED BUSINESS
INCOME TAX$3,327$0$0$0
FOREIGN TAXES$0$145,219$0$0

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hannah Charitable LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 East 22nd StreetAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd
FieldValueIRS element (for citing)
EIN901026375EIN
DescThe Foundation did not make a transfer to its disregarded entity in 2019.Desc
Amt$0Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.