ROBERT STERLING CLARK FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT STERLING CLARK FOUNDATION INC (EIN 13-1957792)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-15
- IRS object ID
- 202503209349100255
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-15T21:03:53-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131957792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT STERLING CLARK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 2122888900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 EAST 64TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE C MURACO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2122888900 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $98,394,822 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,402 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,402 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,270,559 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,763,733 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $71,442 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $71,442 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $71,442 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,739,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,574,403 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,747,447 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $428,539 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $250,599 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,527,905 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,850,623 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $556,115 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,806 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $528,309 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $444,517 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $22,226 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $422,291 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $399,251 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $19,963 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $379,288 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $37,080 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $37,080 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $93,099 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,930 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $65,169 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $418,443 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $368,973 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,470 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $23,785 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $113,665 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,305 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $32,784 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $134,940 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,494 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $121,446 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $51,801 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $51,801 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $518,584 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $163,342 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $502,397 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,800,279 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $678,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,157,251 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,752,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,752,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,552,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $678,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,909,311 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,434 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,171,799 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,671 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,088,939 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,088,939 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $69,384,890 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $68,400,972 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $97,025,977 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,197,192 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $917,286 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $312,690 | LandBOYAmt |
| Land EOY | $279,906 | LandEOYAmt |
| Land EOYFMV | $279,906 | LandEOYFMVAmt |
| Total Assets BOY | $69,794,251 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,769,817 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $98,394,822 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $69,794,251 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $69,769,817 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,794,251 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,769,817 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $69,794,251 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,769,817 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,794,251 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,434 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $69,769,817 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,769,817 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $7,574,403 | $2,834,440 | $4,739,963 | $4,739,963 | |
| POLUNIN DEVELOPING COUNTRIES FUND | $110,946 | $110,946 | P | ||
| THE CHAMPLAIN SMALL CAP FUND | $363,797 | $363,797 | P | ||
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP | $64,144 | $64,144 | P | ||
| AG REALTY | $15,216 | $15,216 | P | ||
| NEWBURY EQUITY PARTNERS | $60,437 | $60,437 | P | ||
| CAPITAL INTERNATIONAL PRIVATE EQUITY FUND | -$650,193 | -$650,193 | P | ||
| LESS: REALIZED GAIN ATTRIBUTABLE TO UBI | -$52,093 | -$52,093 | P | ||
| DAVIDSON KEMPNER V INSTITUTIONAL PARTNERS LP | $90,375 | $90,375 | P | ||
| STATE STREET REAL ASSET | $4,855 | $4,855 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,747,447 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,747,447 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $85,788 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $85,788 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $85,788 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,322 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $81,322 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,466 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RSCLARK.ORG | WebsiteAddressTxt |
| Individual With Books | PHILIP LI | IndividualWithBooksNm |
| Phone | 2122888900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 EAST 64TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES ALLEN SMITH | ||||||||
| 135 EAST 64TH STREET | NEW YORK | NY | 10065 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| DIAHANN BILLINGS-BURFORD | ||||||||
| 135 EAST 64TH STREET | NEW YORK | NY | 10065 | VICE BOARD CHAIR | 1.00 | $0 | $0 | $0 |
| JULIE C MURACO | ||||||||
| 135 EAST 64TH STREET | NEW YORK | NY | 10065 | TREASURER | 1.00 | $0 | $0 | $0 |
| PAUL R DOLAN | ||||||||
| 135 EAST 64TH STREET | NEW YORK | NY | 10065 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GREGG BISHOP | ||||||||
| 135 EAST 64TH STREET | NEW YORK | NY | 10065 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDREW RICH | ||||||||
| 135 EAST 64TH STREET | NEW YORK | NY | 10065 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MAJA D HAZELL | ||||||||
| 135 EAST 64TH STREET | NEW YORK | NY | 10065 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ADRIANA ROCHA | ||||||||
| 135 EAST 64TH STREET | NEW YORK | NY | 10065 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PHILIP LI | ||||||||
| 135 EAST 64TH STREET | NEW YORK | NY | 10065 | PRESIDENT & CEO | 55.00 | $309,000 | $80,408 | $0 |
| LISA COWAN | ||||||||
| 135 EAST 64TH STREET | NEW YORK | NY | 10065 | VICE PRESIDENT | 40.00 | $247,115 | $97,706 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| TRISHA TCHUME | ||||||||
| 135 EAST 64TH STREET | NEW YORK | NY | 10065 | NETWORK ORGANIZER | 40.00 | $196,300 | $51,184 | $0 |
| ALICIA SYLVIA | ||||||||
| 135 EAST 64TH STREET | NEW YORK | NY | 10065 | EXECUTIVE DIRECTOR | 40.00 | $120,765 | $53,983 | $0 |
| DAISY MARTINEZ | ||||||||
| 135 EAST 64TH STREET | NEW YORK | NY | 10065 | OPERATIONS MANAGER | 40.00 | $121,280 | $43,252 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRIME BUCHHOLZ & ASSOCIATES INC | |||||
| 273 CORPORATE DRIVE | PORTSMOUTH | NH | 03801 | INVESTMENT ADVISOR | $112,744 |
| JANICE YOOJIN Y LEE | |||||
| 329 HARVARD ST APT 8 | CAMBRIDGE | MA | 02139 | PROGRAM CONSULTANT | $100,100 |
| JOCELYN BAN | |||||
| 12 ECKFORD ST 6J | BROOKLYN | NY | 11222 | PROGRAM CONSULTANT | $75,512 |
| CONDON O'MEARA MCGINTY & DONNELLY LLP | |||||
| ONE BATTERY PARK PLAZA 7TH FL | NEW YORK | NY | 10004 | AUDIT AND TAX | $62,523 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $67,991,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,012,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,576,638 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,581,536 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $91,581,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,373,723 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $90,207,813 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,510,391 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,510,391 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $85,788 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $85,788 | TotalTaxAmt |
| Distributable Before Adj | $4,424,603 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,424,603 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,424,603 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,909,311 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,909,311 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,424,603 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $239,734 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,089,655 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,206,404 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,949,586 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $872,463 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,357,842 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,909,311 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,424,603 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,484,708 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,842,550 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $239,734 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,602,816 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,089,655 | ExcessFromYear4Amt |
| Excess From Year3 | $1,206,404 | ExcessFromYear3Amt |
| Excess From Year2 | $1,949,586 | ExcessFromYear2Amt |
| Excess From Year1 | $872,463 | ExcessFromYear1Amt |
| Excess From Current Year | $1,484,708 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PHILIP LI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 EAST 64TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2122888900 | RecipientPhoneNum |
| Recipient Email Address | PLI@RSCLARK.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLY ONLINE AT: WWW.RSCLARK.ORG/APPLY/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE FOUNDATION RECEIVES AND REVIEW PROPOSALS YEAR ROUND | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLINE AT: WWW.RSCLARK.ORG/APPLY/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (123 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A NEW ERA OF PHILANTHROPY BOOK PROJECT | ||||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | NR | NC | GENERAL SUPPORT | $10,000 | |
| ADVOCACY INSTITUTE (TIDES CENTER) | ||||||||
| 539 ATLANTIC AVENUE | BROOKLYN | NY | 11217 | NR | NC | GENERAL SUPPORT | $55,000 | |
| ADVOCACY INSTITUTE (TIDES CENTER) | ||||||||
| 540 ATLANTIC AVENUE | BROOKLYN | NY | 11217 | NR | NC | GENERAL SUPPORT | $25,000 | |
| ALLIANCE FOR QUALITY EDUCATION (PUBLIC POLICY AND EDUCATION FUND OF NY INC | ||||||||
| 94 CENTRAL AVENUE | ALBANY | NY | 12206 | NR | NC | GENERAL SUPPORT | $10,000 | |
| AURORA COMMONS | ||||||||
| UNIVERSITY HEIGHTS BRIDGE | BRONX | NY | 10034 | NR | NC | GENERAL SUPPORT | $25,000 | |
| BATTLEGROUND NEW YORK EDUCATION FUND | ||||||||
| PO BOX 15845 | WASHINGTON | DC | 20003 | NR | PC | GENERAL SUPPORT | $50,000 | |
| BEND THE ARC | ||||||||
| 330 7TH AVE 19TH FL | NEW YORK | NY | 10001 | NR | NC | GENERAL SUPPORT | $82,500 | |
| BLACKSPACE URBANIST COLLECTIVE | ||||||||
| 96 STERLING STREET | BROOKLYN | NY | 11225 | NR | PC | GENERAL SUPPORT | $10,000 | |
| BLACKSPACE URBANIST COLLECTIVE | ||||||||
| 96 STERLING STREET | BROOKLYN | NY | 11225 | NR | PC | GENERAL SUPPORT | $40,000 | |
| BSU PHILANTHROPY INITIATIVE BOWIE STATE UNIVERSITY | ||||||||
| 14000 JERICHO PARK ROAD | BOWIE | MD | 20715 | NR | PC | GENERAL SUPPORT | $10,000 | |
| BUILDING MOVEMENT PROJECT | ||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | NR | NC | GENERAL SUPPORT | $25,000 | |
| BUILDING MOVEMENT PROJECT | ||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | NR | NC | GENERAL SUPPORT | $10,000 | |
| BUILDING MOVEMENT PROJECT | ||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | NR | NC | GENERAL SUPPORT | $15,000 | |
| BUILDING MOVEMENT PROJECT | ||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | NR | NC | GENERAL SUPPORT | $10,000 | |
| BUILDING MOVEMENT PROJECT | ||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | NR | NC | GENERAL SUPPORT | $82,500 | |
| CENTURY ASSOCIATION ARCHIVES FOUNDATION | ||||||||
| 7 WEST 43RD STREET | NEW YORK | NY | 10036 | NR | PC | GENERAL SUPPORT | $2,500 | |
| CHANGE ELEMENTAL | ||||||||
| 1717 PENNSYLVANIA AVE NW SUITE 1025 | WASHINGTON | DC | 20006 | NR | PC | GENERAL SUPPORT | $55,000 | |
| CHANGE ELEMENTAL | ||||||||
| 1717 PENNSYLVANIA AVE NW SUITE 1025 | WASHINGTON | DC | 20006 | NR | PC | GENERAL SUPPORT | $10,000 | |
| COLGATE UNIVERSITY | ||||||||
| 13 OAK DR E EXT | HAMILTON | NY | 13346 | NR | PC | GENERAL SUPPORT | $5,000 | |
| COMMON DEFENSE EDUCATION FUND INC | ||||||||
| 251 W 30TH STREET | NEW YORK | NY | 10001 | NR | PC | GENERAL SUPPORT | $10,000 | |
| COMMON DEFENSE EDUCATION FUND INC | ||||||||
| 251 W 30TH STREET | NEW YORK | NY | 10001 | NR | PC | GENERAL SUPPORT | $40,000 | |
| COMMUNITY FOOD FUNDERSNORTH STAR FUND | ||||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | NR | PC | GENERAL SUPPORT | $10,000 | |
| COMMUNITY FOOD FUNDERSNORTH STAR FUND | ||||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | NR | PC | GENERAL SUPPORT | $82,500 | |
| COMMUNITY FOOD FUNDERSNORTH STAR FUND | ||||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | NR | PC | GENERAL SUPPORT | $50,000 | |
| COMMUNITY FOOD FUNDERSNORTH STAR FUND | ||||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | NR | PC | GENERAL SUPPORT | $40,000 | |
| COMMUNITY RESOURCE EXCHANGE | ||||||||
| 228 PARK AVENUE SOUTH PMB 78695 | NEW YORK | NY | 10003 | NR | PC | GENERAL SUPPORT | $82,500 | |
| COMMUNITY RESOURCE EXCHANGE | ||||||||
| 228 PARK AVENUE SOUTH PMB 78695 | NEW YORK | NY | 10003 | NR | PC | GENERAL SUPPORT | $10,000 | |
| COOP CAREERS INC | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NR | PC | GENERAL SUPPORT | $55,000 | |
| COOP CAREERS INC | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NR | PC | GENERAL SUPPORT | $10,000 | |
| CORO NEW YORK LEADERSHIP CENTER | ||||||||
| 42 BROADWAY SUITE 200 | NEW YORK | NY | 10004 | NR | PC | GENERAL SUPPORT | $10,000 | |
| CORO NEW YORK LEADERSHIP CENTER | ||||||||
| 42 BROADWAY SUITE 200 | NEW YORK | NY | 10004 | NR | PC | GENERAL SUPPORT | $10,000 | |
| CORO NEW YORK LEADERSHIP CENTER | ||||||||
| 42 BROADWAY SUITE 200 | NEW YORK | NY | 10004 | NR | PC | GENERAL SUPPORT | $82,500 | |
| DESIGN TRUST FOR PUBLIC SPACE | ||||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | NR | PC | GENERAL SUPPORT | $10,000 | |
| DESIGN TRUST FOR PUBLIC SPACE | ||||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | NR | PC | GENERAL SUPPORT | $40,000 | |
| EDUCATION PIONEERS | ||||||||
| 177 HUNTINGTON AVENUE SUITE 1703 | BOSTON | MA | 02115 | NR | PC | GENERAL SUPPORT | $55,000 | |
| EDUCATION PIONEERS | ||||||||
| 177 HUNTINGTON AVENUE SUITE 1703 | BOSTON | MA | 02115 | NR | PC | GENERAL SUPPORT | $10,000 | |
| EDUCATION REFORM NOW-LEADERS OF COLOR PROGRAM | ||||||||
| 276 5TH AVENUE SUITE 704 | NEW YORK | NY | 10001 | NR | NC | GENERAL SUPPORT | $40,000 | |
| EQUAL JUSTICE VOTE | ||||||||
| 1624 FRANKLIN ST STE 1022 | OAKLAND | CA | 94612 | NR | NC | GENERAL SUPPORT | $55,000 | |
| FIRST CORINTHIAN BAPTIST CHURCH | ||||||||
| 1912 ADAM CLAYTON POWELL JR BLVD | NEW YORK | NY | 10026 | NR | PC | GENERAL SUPPORT | $10,000 | |
| FORUM FOR URBAN DESIGN INC (DBA URBAN DESIGN FORUM) | ||||||||
| 114 BOWERY SUITE 301 | NEW YORK | NY | 10013 | NR | NC | GENERAL SUPPORT | $55,000 | |
| FORUM FOR URBAN DESIGN INC (DBA URBAN DESIGN FORUM) | ||||||||
| 114 BOWERY SUITE 301 | NEW YORK | NY | 10013 | NR | NC | GENERAL SUPPORT | $10,000 | |
| GEORGE JACKSON ACADEMY | ||||||||
| 104 ST MARKS PLACE | NEW YORK | NY | 10009 | NR | PC | GENERAL SUPPORT | $5,000 | |
| GET FREE MOVEMENT FUND | ||||||||
| PO BOX 381090 | BROOKLYN | NY | 11238 | NR | PC | GENERAL SUPPORT | $3,000 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | ||||||||
| 1310 L ST NW STE 650 | WASHINGTON | DC | 20005 | NR | PC | GENERAL SUPPORT | $50,000 | |
| INSTITUTE FOR NONPROFIT PRACTICE | ||||||||
| 89 SOUTH STREET SUITE LL02 | BOSTON | MA | 02111 | NR | PC | GENERAL SUPPORT | $82,500 | |
| INSTITUTE FOR NONPROFIT PRACTICE | ||||||||
| 90 SOUTH STREET SUITE LL02 | BOSTON | MA | 02111 | NR | PC | GENERAL SUPPORT | $10,000 | |
| INSTITUTE FOR STATE & LOCAL GOVERNANCE | ||||||||
| 230 WEST 41ST STREET 7 | NEW YORK | NY | 10036 | NR | NC | GENERAL SUPPORT | $82,500 | |
| JOIN FOR JUSTICE | ||||||||
| PO BOX 690376 | QUINCY | MA | 02169 | NR | PC | GENERAL SUPPORT | $40,000 | |
| JUSTLEADERSHIPUSA | ||||||||
| PO BOX 1730 | NEW YORK | NY | 10037 | NR | PC | GENERAL SUPPORT | $10,000 | |
| JUSTLEADERSHIPUSA | ||||||||
| PO BOX 1730 | NEW YORK | NY | 10037 | NR | PC | GENERAL SUPPORT | $82,500 | |
| LGBTQ LEADERSHIP IN HIGHER EDUCATION | ||||||||
| 348 W 57TH ST 162 | NEW YORK | NY | 10019 | NR | PC | GENERAL SUPPORT | $10,000 | |
| LINDSAY FELLOWSHIP IN GOVERNMENT LEADERSHIP PRACTICE AND KRIEGEL FELLOWSHIP | ||||||||
| 10 EAST 34TH STREET 5TH FLOOR | NEW YORK | NY | 10016 | NR | NC | GENERAL SUPPORT | $10,000 | |
| LITERACY ASSISTANCE CENTER | ||||||||
| 85 BROAD STREET 16TH FLOOR | NEW YORK | NY | 10004 | NR | PC | GENERAL SUPPORT | $40,000 | |
| LITERACY ASSISTANCE CENTER | ||||||||
| 85 BROAD STREET 16TH FLOOR | NEW YORK | NY | 10004 | NR | PC | GENERAL SUPPORT | $10,000 | |
| LOCAL PROGRESS IMPACT LAB | ||||||||
| 1730 M ST NW STE 1115 | WASHINGTON | DC | 20036 | NR | PC | GENERAL SUPPORT | $55,000 | |
| LOCAL PROGRESS IMPACT LAB | ||||||||
| 1730 M ST NW STE 1115 | WASHINGTON | DC | 20036 | NR | PC | GENERAL SUPPORT | $10,000 | |
| LUTHERAN SOCIAL SERVICES OF NEW YORK | ||||||||
| 475 RIVERSIDE DRIVE SUITE 1244 | NEW YORK | NY | 10027 | NR | PC | GENERAL SUPPORT | $10,000 | |
| LUTHERAN SOCIAL SERVICES OF NEW YORK | ||||||||
| 475 RIVERSIDE DRIVE SUITE 1244 | NEW YORK | NY | 10027 | NR | PC | GENERAL SUPPORT | $55,000 | |
| MEKONG INC | ||||||||
| 2471 UNIVERSITY AVENUE BSMT | BRONX | NY | 10468 | NR | PC | GENERAL SUPPORT | $10,000 | |
| MOVEMENT FOR BLACK LIVES | ||||||||
| 1624 FRANKLIN STREET SUITE 1022 | OAKLAND | CA | 94612 | NR | NC | GENERAL SUPPORT | $50,000 | |
| MOVEMENT FOR BLACK LIVES | ||||||||
| 1624 FRANKLIN STREET SUITE 1022 | OAKLAND | CA | 94612 | NR | NC | GENERAL SUPPORT | $10,000 | |
| NATIONAL DOMESTIC WORKERS ALLIANCE | ||||||||
| 45 BROADWAY | NEW YORK | NY | 10006 | NR | PC | GENERAL SUPPORT | $10,000 | |
| NATIONAL DOMESTIC WORKERS ALLIANCE | ||||||||
| 45 BROADWAY | NEW YORK | NY | 10006 | NR | PC | GENERAL SUPPORT | $55,000 | |
| NEW AMERICAN LEADERS | ||||||||
| 530 SEVENTH AVENUE M1 | NEW YORK | NY | 10018 | NR | PC | GENERAL SUPPORT | $10,000 | |
| NEW AMERICAN LEADERS | ||||||||
| 530 SEVENTH AVENUE M1 | NEW YORK | NY | 10018 | NR | PC | GENERAL SUPPORT | $55,000 | |
| NEW YORK ASSOCIATION OF TRAINING & EMPLOYMENT PROFESSIONALS | ||||||||
| PO BOX 648 | ALBANY | NY | 12201 | NR | PC | GENERAL SUPPORT | $10,000 | |
| NEW YORK ASSOCIATION OF TRAINING & EMPLOYMENT PROFESSIONALS | ||||||||
| PO BOX 648 | ALBANY | NY | 12201 | NR | PC | GENERAL SUPPORT | $40,000 | |
| NEW YORK FOUNDATION | ||||||||
| 150 WEST 30TH STREET | NEW YORK | NY | 10001 | NR | PC | GENERAL SUPPORT | $15,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 665 BOADWAY SUITE 801 | NEW YORK | NY | 10002 | NR | PC | GENERAL SUPPORT | $40,000 | |
| NON PROFIT NEW YORK | ||||||||
| 320 EAST 43RD STREET 3RD FLOOR | NEW YORK | NY | 10017 | NR | PC | GENERAL SUPPORT | $2,160 | |
| NON PROFIT NEW YORK | ||||||||
| 320 EAST 43RD STREET 3RD FLOOR | NEW YORK | NY | 10017 | NR | PC | GENERAL SUPPORT | $75,000 | |
| NYC KIDS RISE | ||||||||
| 28-07 JACKSON AVENUE 5TH FLOOR | LONG ISLAND | NY | 11101 | NR | PC | GENERAL SUPPORT | $1,500 | |
| NYC KIDS RISE | ||||||||
| 28-07 JACKSON AVENUE 5TH FLOOR | LONG ISLAND | NY | 11101 | NR | PC | GENERAL SUPPORT | $400 | |
| OUTRUN OVARIAN CANCER RESEARCH (OROC) | ||||||||
| PO BOX 40332 | BAY VILLAGE | OH | 44140 | NR | PC | GENERAL SUPPORT | $2,500 | |
| PARALEGAL PATHWAYS INITIATIVE CENTER FOR INSTITUTIONAL AND SOCIAL CHANGE CO | ||||||||
| 435 WEST 116TH STREET | NEW YORK | NY | 10027 | NR | PC | GENERAL SUPPORT | $40,000 | |
| PARTNERSHIP FOR AFTER SCHOOL EDUCATION | ||||||||
| 120 BROADWAY SUITE 230 | NEW YORK | NY | 10271 | NR | PC | GENERAL SUPPORT | $55,000 | |
| PARTNERSHIP FOR AFTER SCHOOL EDUCATION | ||||||||
| 120 BROADWAY SUITE 230 | NEW YORK | NY | 10271 | NR | PC | GENERAL SUPPORT | $10,000 | |
| POSSIBILITIES LAB (LEADERSHIP LEARNING COMMUNITY) | ||||||||
| 1410 FRANKLIN ST 135 | SAN FRANCISCO | CA | 94109 | NR | NC | GENERAL SUPPORT | $10,000 | |
| POSSIBILITIES LAB (LEADERSHIP LEARNING COMMUNITY) | ||||||||
| 1410 FRANKLIN ST 135 | SAN FRANCISCO | CA | 94109 | NR | NC | GENERAL SUPPORT | $55,000 | |
| PRINCETON ALUMNI CORPS | ||||||||
| 12 STOCKTON STREET | PRINCETON | NJ | 08540 | NR | PC | GENERAL SUPPORT | $10,000 | |
| PRINCETON ALUMNI CORPS | ||||||||
| 12 STOCKTON STREET | PRINCETON | NJ | 08540 | NR | PC | GENERAL SUPPORT | $40,000 | |
| PUBLIC POLICY AND EDUCATION FUND OF NY INC FOR THE ALLIANCE FOR QUALITY EDU | ||||||||
| 94 CENTRAL AVENUE | ALBANY | NY | 12206 | NR | PC | GENERAL SUPPORT | $40,000 | |
| READY WILLING & ABLE THE DOE FUND INC NEW YORK NY | ||||||||
| 345 E 102ND ST 305 | NEW YORK | NY | 10029 | NR | PC | GENERAL SUPPORT | $5,000 | |
| RENAISSANCE YOUTH CENTER | ||||||||
| 3485 THIRD AVE | BRONX | NY | 10456 | NR | PC | GENERAL SUPPORT | $5,000 | |
| ROCKWOOD LEADERSHIP INSTITUTE | ||||||||
| 426 17TH STREET SUITE 400 | OAKLAND | CA | 94612 | NR | PC | GENERAL SUPPORT | $82,500 | |
| ROCKWOOD LEADERSHIP INSTITUTE | ||||||||
| 426 17TH STREET SUITE 400 | OAKLAND | CA | 94612 | NR | PC | GENERAL SUPPORT | $10,000 | |
| ROSS INITIATIVE IN SPORTS FOR EQUALITY INC | ||||||||
| 423 WEST 55TH STREET 8TH FLOOR | NEW YORK | NY | 10019 | NR | PF | GENERAL SUPPORT | $5,000 | |
| RVC SEATTLE | ||||||||
| 3715 S HUDSON ST SUITE 103 | SEATTLE | WA | 98118 | NR | PC | GENERAL SUPPORT | $10,000 | |
| RVC SEATTLE | ||||||||
| 3715 S HUDSON ST SUITE 103 | SEATTLE | WA | 98118 | NR | PC | GENERAL SUPPORT | $40,000 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS (TRUST-BASED PHILANTHROPY PROJECT) | ||||||||
| 23564 CALABASAS RD STE 201 | CALABASAS | CA | 91302 | NR | NC | GENERAL SUPPORT | $50,000 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS (TRUST-BASED PHILANTHROPY PROJECT) | ||||||||
| 23564 CALABASAS RD STE 201 | CALABASAS | CA | 91302 | NR | NC | GENERAL SUPPORT | $50,000 | |
| THE ASSOCIATION FOR NEIGHBORHOOD & HOUSING DEVELOPMENT (ANHD) | ||||||||
| 45 BROADWAY SUITE 2210 | NEW YORK | NY | 10006 | NR | PC | GENERAL SUPPORT | $55,000 | |
| THE ASSOCIATION FOR NEIGHBORHOOD & HOUSING DEVELOPMENT (ANHD) | ||||||||
| 46 BROADWAY SUITE 2210 | NEW YORK | NY | 10006 | NR | PC | GENERAL SUPPORT | $10,000 | |
| THE CENTER FOR JUSTICE AT COLUMBIA UNIVERSITY | ||||||||
| 1225 AMSTERDAM AVE ROOM 812 | NEW YORK | NY | 10027 | NR | NC | GENERAL SUPPORT | $10,000 | |
| THE CENTER FOR JUSTICE AT COLUMBIA UNIVERSITY | ||||||||
| 1225 AMSTERDAM AVE ROOM 812 | NEW YORK | NY | 10027 | NR | NC | GENERAL SUPPORT | $55,000 | |
| THE CENTER FOR POPULAR DEMOCRACY | ||||||||
| 449 TROUTMAN ST | BROOKLYN | NY | 11237 | NR | PC | GENERAL SUPPORT | $55,000 | |
| THE CENTURY FOUNDATION INCNEXT 100 | ||||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | NR | NC | GENERAL SUPPORT | $10,000 | |
| THE CENTURY FOUNDATION INCNEXT 100 | ||||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | NR | NC | GENERAL SUPPORT | $55,000 | |
| THE DUKE OF EDINBURGH INTERNATIONAL AWARD USA | ||||||||
| 122 E 64TH ST 2R | NEW YORK | NY | 10065 | NR | NC | GENERAL SUPPORT | $2,500 | |
| THE FOUNDATION FOR CITY COLLEGE AT THE CITY COLLEGE OF NEW YORK | ||||||||
| 160 CONVENT AVENUE SHEPARD HALL | NEW YORK | NY | 10031 | NR | NC | GENERAL SUPPORT | $55,000 | ROOM 154 |
| THE FOUNDATION FOR CITY COLLEGE AT THE CITY COLLEGE OF NEW YORK | ||||||||
| 160 CONVENT AVENUE SHEPARD HALL | NEW YORK | NY | 10031 | NR | NC | GENERAL SUPPORT | $10,000 | ROOM 154 |
| THE INTERFAITH CENTER OF NY | ||||||||
| 475 RIVERSIDE DR 540 | NEW YORK | NY | 10115 | NR | PC | GENERAL SUPPORT | $82,500 | |
| THE INTERFAITH CENTER OF NY | ||||||||
| 475 RIVERSIDE DR 540 | NEW YORK | NY | 10115 | NR | PC | GENERAL SUPPORT | $10,000 | |
| THE LAUNDROMAT PROJECT | ||||||||
| PO BOX 472917 | BROOKLYN | NY | 11247 | NR | PC | GENERAL SUPPORT | $82,500 | |
| THE LAUNDROMAT PROJECT | ||||||||
| PO BOX 472917 | BROOKLYN | NY | 11247 | NR | PC | GENERAL SUPPORT | $10,000 | |
| THE LEADERSTRUST | ||||||||
| 2201 BROADWAY SUITE 400 | OAKLAND | CA | 94612 | NR | NC | GENERAL SUPPORT | $15,000 | |
| THE STERLING CENTER OF NEW YORK | ||||||||
| 200 CABRINI BLVD APT 98 | NEW YORK | NY | 10033 | NR | PC | GENERAL SUPPORT | $10,000 | |
| THE STERLING CENTER OF NEW YORK | ||||||||
| 200 CABRINI BLVD APT 98 | NEW YORK | NY | 10033 | NR | PC | GENERAL SUPPORT | $15,000 | |
| THE STERLING CENTER OF NEW YORK | ||||||||
| 200 CABRINI BLVD APT 98 | NEW YORK | NY | 10033 | NR | PC | GENERAL SUPPORT | $50,000 | |
| THE WESPAC FOUNDATION INC | ||||||||
| 255 DR MARTIN LUTHER KING JR BLVD | WHITE PLAINS | NY | 10601 | NR | PC | GENERAL SUPPORT | $10,000 | |
| UNITED NEIGHBORHOOD HOUSES OF NEW YORK CITY | ||||||||
| 45 BROADWAY 22ND FLOOR | NEW YORK | NY | 10006 | NR | PC | GENERAL SUPPORT | $55,000 | |
| UNITED NEIGHBORHOOD HOUSES OF NEW YORK CITY | ||||||||
| 45 BROADWAY 22ND FLOOR | NEW YORK | NY | 10006 | NR | PC | GENERAL SUPPORT | $10,000 | |
| UNITED PHILANTHROPY FORUM | ||||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | NR | PC | GENERAL SUPPORT | $10,000 | |
| UNITED PHILANTHROPY FORUM | ||||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | NR | PC | GENERAL SUPPORT | $10,000 | |
| UNIVERSAL PARTNERSHIP | ||||||||
| 1 SONAMA ROAD | CORTLAND MANOR | NY | 10567 | NR | NC | GENERAL SUPPORT | $80,000 | |
| UNIVERSAL PARTNERSHIP | ||||||||
| 1 SONAMA ROAD | CORTLAND MANOR | NY | 10567 | NR | NC | GENERAL SUPPORT | $80,000 | |
| UNIVERSAL PARTNERSHIP | ||||||||
| 1 SONAMA ROAD | CORTLAND MANOR | NY | 10567 | NR | NC | GENERAL SUPPORT | $10,000 | |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | ||||||||
| 184 ELDRIDGE STREET | NEW YORK | NY | 10002 | NR | PC | GENERAL SUPPORT | $10,000 | |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | ||||||||
| 184 ELDRIDGE STREET | NEW YORK | NY | 10002 | NR | PC | GENERAL SUPPORT | $40,000 | |
| WARM COOKIES OF THE REVOLUTION | ||||||||
| 576 GILPIN ST | DENVER | CO | 80218 | NR | PC | GENERAL SUPPORT | $10,000 | |
| WORKFORCE PROFESSIONAL TRAINING INSTITUTE | ||||||||
| 11 PARK PLACE SUITE 701 | NEW YORK | NY | 10007 | NR | PC | GENERAL SUPPORT | $40,000 | |
| WORKFORCE PROFESSIONAL TRAINING INSTITUTE | ||||||||
| 11 PARK PLACE SUITE 701 | NEW YORK | NY | 10007 | NR | PC | GENERAL SUPPORT | $10,000 | |
| YORK COLLEGE FOUNDATION | ||||||||
| 94-20 GUY R BREWER BLVD | JAMAICA | NY | 11451 | NR | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,752,060 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUILDING MOVEMENT PROJECT | |||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | NR | NC | GENERAL SUPPORT | $82,500 |
| CHANGE ELEMENTAL | |||||||
| 1717 PENNSYLVANIA AVE NW SUITE 1025 | WASHINGTON | DE | 20006 | NR | PC | GENERAL SUPPORT | $55,000 |
| COMMON DEFENSE EDUCATION FUND INC | |||||||
| 251 W 30TH STREET | NEW YORK | NY | 10001 | NR | PC | GENERAL SUPPORT | $40,000 |
| COMMUNITY FOOD FUNDERSNORTH STAR FUND | |||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | NR | PC | GENERAL SUPPORT | $82,500 |
| COMMUNITY RESOURCE EXCHANGE | |||||||
| 228 PARK AVENUE SOUTH PMB 78695 | NEW YORK | NY | 10003 | NR | PC | GENERAL SUPPORT | $165,000 |
| COOP CAREERS INC | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NR | PC | GENERAL SUPPORT | $55,000 |
| CORO NEW YORK LEADERSHIP CENTER | |||||||
| 42 BROADWAY SUITE 200 | NEW YORK | NY | 10004 | NR | PC | GENERAL SUPPORT | $165,000 |
| EDUCATION PIONEERS | |||||||
| 177 HUNTINGTON AVENUE SUITE 1703 | BOSTON | MA | 02115 | NR | PC | GENERAL SUPPORT | $110,000 |
| EQUAL JUSTICE VOTE | |||||||
| 1624 FRANKLIN ST STE 1022 | OAKLAND | CA | 94612 | NR | NC | GENERAL SUPPORT | $110,000 |
| FORUM FOR URBAN DESIGN INC (DBA URBAN DESIGN FORUM) | |||||||
| 114 BOWERY SUITE 301 | NEW YORK | NY | 10013 | NR | NC | GENERAL SUPPORT | $55,000 |
| INSTITUTE FOR NONPROFIT PRACTICE | |||||||
| 89 SOUTH STREET SUITE LL02 | BOSTON | MA | 02111 | NR | PC | GENERAL SUPPORT | $165,000 |
| INSTITUTE FOR STATE & LOCAL GOVERNANCE | |||||||
| 230 WEST 41ST STREET 7 | NEW YORK | NY | 10036 | NR | NC | GENERAL SUPPORT | $165,000 |
| JUSTLEADERSHIPUSA | |||||||
| PO BOX 1730 | NEW YORK | NY | 10037 | NR | PC | GENERAL SUPPORT | $165,000 |
| LEADERSHIP FOR DEMOCRACY & SOCIAL JUSTICE (LDSJ) | |||||||
| 160 CONVENT AVE NAC 6/141 | NEW YORK | NY | 10031 | NR | NC | GENERAL SUPPORT | $110,000 |
| LITERACY ASSISTANCE CENTER | |||||||
| 85 BROAD STREET 16TH FLOOR | NEW YORK | NY | 10004 | NR | PC | GENERAL SUPPORT | $40,000 |
| LOCAL PROGRESS IMPACT LAB | |||||||
| 1730 M ST NW STE 1115 | WASHINGTON | DC | 20036 | NR | PC | GENERAL SUPPORT | $110,000 |
| LUTHERAN SOCIAL SERVICES OF NEW YORK | |||||||
| 475 RIVERSIDE DRIVE SUITE 1244 | NEW YORK | NY | 10027 | NR | PC | GENERAL SUPPORT | $55,000 |
| NATIONAL DOMESTIC WORKERS ALLIANCE | |||||||
| 45 BROADWAY | NEW YORK | NY | 10006 | NR | PC | GENERAL SUPPORT | $110,000 |
| NEW YORK ASSOCIATION OF TRAINING & EMPLOYMENT PROFESSIONALS | |||||||
| PO BOX 648 | ALBANY | NY | 12201 | NR | PC | GENERAL SUPPORT | $40,000 |
| NEW YORK UNIVERSITY | |||||||
| 665 BOADWAY SUITE 801 | NEW YORK | NY | 10002 | NR | PC | GENERAL SUPPORT | $80,000 |
| PARTNERSHIP FOR AFTER SCHOOL EDUCATION | |||||||
| 120 BROADWAY SUITE 230 | NEW YORK | NY | 10271 | NR | PC | GENERAL SUPPORT | $110,000 |
| POSSIBILITIES LAB (LEADERSHIP LEARNING COMMUNITY) | |||||||
| 1410 FRANKLIN ST 135 | SAN FRANCISCO | CA | 94109 | NR | NC | GENERAL SUPPORT | $165,000 |
| PUBLIC POLICY AND EDUCATION FUND OF NY INC FOR THE ALLIANCE FOR QUALITY ED | |||||||
| 94 CENTRAL AVENUE | ALBANY | NY | 12206 | NR | PC | GENERAL SUPPORT | $80,000 |
| ROCKWOOD LEADERSHIP INSTITUTE | |||||||
| 426 17TH STREET SUITE 400 | OAKLAND | CA | 94612 | NR | PC | GENERAL SUPPORT | $165,000 |
| THE CENTER FOR POPULAR DEMOCRACY | |||||||
| 449 TROUTMAN ST | BROOKLYN | NY | 11237 | NR | PC | GENERAL SUPPORT | $110,000 |
| THE CENTURY FOUNDATION INCNEXT 100 | |||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | NR | NC | GENERAL SUPPORT | $55,000 |
| THE INTERFAITH CENTER OF NY | |||||||
| 475 RIVERSIDE DR 540 | NEW YORK | NY | 10115 | NR | PC | GENERAL SUPPORT | $165,000 |
| THE LAUNDROMAT PROJECT | |||||||
| PO BOX 472917 | BROOKLYN | NY | 11247 | NR | PC | GENERAL SUPPORT | $165,000 |
| UNITED NEIGHBORHOOD HOUSES OF NEW YORK CITY | |||||||
| 45 BROADWAY 22ND FLOOR | NEW YORK | NY | 10006 | NR | PC | GENERAL SUPPORT | $110,000 |
| UNIVERSAL PARTNERSHIP | |||||||
| 1 SONAMA ROAD | CORTLAND MANOR | NY | 10567 | NR | NC | GENERAL SUPPORT | $160,000 |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | |||||||
| 184 ELDRIDGE STREET | NEW YORK | NY | 10002 | NR | PC | GENERAL SUPPORT | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,325,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,402 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,435 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,267,124 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $71,442 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $52,093 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,687,870 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| PARTNERSHIP NET INCOME | $147,661 | 14 | |
| OTHER INCOME | $915 | ||
| INCOME (LOSS) FROM PARTNERSHIPS | $427,624 | ||
| LESS: AMOUNT ATTRIBUTABLE TO UBI | -$147,661 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $203,189 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,324,716 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,527,905 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11C | LineNumberTxt |
| Relationship Statement | OTHER INCOME | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $93,099 | Amt |
| Net Investment Income | $27,930 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $65,169 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (34 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A NEW ERA OF PHILANTHROPY BOOK PROJECT | |||||||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | 2024-12-16 | $10,000 | WELLNESS GRANT | $10,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| ADVOCACY INSTITUTE (TIDES CENTER) | |||||||||||
| 539 ATLANTIC AVENUE | BROOKLYN | NY | 11217 | 2024-05-29 | $55,000 | LEADERSHIP DEVELOPMENT | $55,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | 7/8/2024 12:00:00 AM | 2024-07-08 |
| ADVOCACY INSTITUTE (TIDES CENTER) | |||||||||||
| 539 ATLANTIC AVENUE | BROOKLYN | NY | 11217 | 2024-02-07 | $25,000 | GENERAL OPERATING SUPPORT | $25,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | 5/14/2024 12:00:00 AM | 2025-05-14 |
| ALLIANCE FOR QUALITY EDUCATION | |||||||||||
| 94 CENTRAL AVENUE | ALBANY | NY | 12206 | 2024-12-16 | $10,000 | WELLNESS GRANT | $10,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| AURORA COMMONS | |||||||||||
| UNIVERSITY HEIGHTS BRIDGE | BRONX | NY | 10034 | 2024-12-16 | $25,000 | TRANSITION GRANT | $25,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| BEND THE ARC | |||||||||||
| 330 SEVENTH AVE 19TH FL | NEW YORK | NY | 10001 | 2024-09-29 | $82,500 | LEADERSHIP DEVELOPMENT | $82,500 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | 3/14/2024 12:00:00 AM | |
| BUILDING MOVEMENT PROJECT | |||||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | 2024-12-16 | $10,000 | WELLNESS GRANT | $10,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| BUILDING MOVEMENT PROJECT | |||||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | 2024-02-07 | $15,000 | GENERAL OPERATING SUPPORT | $15,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| BUILDING MOVEMENT PROJECT | |||||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | 2024-05-29 | $25,000 | TRANSITION GRANT | $25,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| BUILDING MOVEMENT PROJECT | |||||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | 2024-09-29 | $82,500 | LEADERSHIP DEVELOPMENT | $82,500 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | 3/14/2024 | |
| BUILDING MOVEMENT PROJECT | |||||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | 2024-12-16 | $10,000 | WELLNESS GRANT | $10,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| EDUCATION REFORM NOW | |||||||||||
| 276 5TH AVENUE SUITE 704 915 | NEW YORK | NY | 10001 | 2024-09-29 | $40,000 | LEADERSHIP DEVELOPMENT | $40,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| EQUAL JUSTICE VOTE | |||||||||||
| 1624 FRANKLIN ST STE 1022 | OAKLAND | CA | 94612 | 2024-05-29 | $55,000 | LEADERSHIP DEVELOPMENT | $55,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | 10/10/2024 1 | |
| FORUM FOR URBAN DESIGN INC (DBA URBAN DESIGN FORUM) | |||||||||||
| 114 BOWERY SUITE 301 | NEW YORK | NY | 10013 | 2024-05-29 | $55,000 | LEADERSHIP DEVELOPMENT | $55,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | 10/10/2024 | |
| FORUM FOR URBAN DESIGN INC (DBA URBAN DESIGN FORUM) | |||||||||||
| 114 BOWERY SUITE 301 | NEW YORK | NY | 10013 | 2024-12-16 | $10,000 | WELLNESS GRANT | $10,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| INSTITUTE FOR STATE & LOCAL GOVERNANCE | |||||||||||
| 230 WEST 41ST STREET 7 | NEW YORK | NY | 10036 | 2024-05-29 | $82,500 | LEADERSHIP DEVELOPMENT | $82,500 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | 10/7/2024 | |
| LEADERSHIP LEARNING COMMUNITY | |||||||||||
| 1410 FRANKLIN ST 135 | SAN FRANCISCO | CA | 94109 | 2024-12-16 | $10,000 | WELLNESS GRANT | $10,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| LEADERSHIP LEARNING COMMUNITY | |||||||||||
| 1410 FRANKLIN ST 135 | SAN FRANCISCO | CA | 94109 | 2024-09-29 | $55,000 | LEADERSHIP DEVELOPMENT | $55,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | 10/7/2024 | |
| LINDSAY FELLOWSHIP IN GOVERNMENT LEADERSHIP PRACTICE AND KRIEGEL FELLOWSHIP | |||||||||||
| 10 EAST 34TH STREET 5TH FLOOR | NEW YORK | NY | 10016 | 2024-12-16 | $10,000 | DISCRETIONARY GRANT | $10,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| MOVEMENT FOR BLACK LIVES | |||||||||||
| 1624 FRANKLIN ST STE 1022 | OAKLAND | CA | 94612 | 2024-12-16 | $50,000 | LEADERSHIP DEVELOPMENT | $50,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| MOVEMENT FOR BLACK LIVES (EQUAL JUSTICE VOTE) | |||||||||||
| 1624 FRANKLIN ST STE 1022 | OAKLAND | CA | 94612 | 2024-12-18 | $10,000 | DISCRETIONARY GRANT | $10,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| ROSS INITIATIVE IN SPORTS FOR EQUALITY INC | |||||||||||
| 423 WEST 55TH STREET 8TH FLOOR | NEW YORK | NY | 10019 | 2024-10-29 | $5,000 | DISCRETIONARY GRANT | $5,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| THE CENTER FOR JUSTICE AT COLUMBIA UNIVERSITY | |||||||||||
| 1225 AMSTERDAM AVE ROOM 812 | NEW YORK | NY | 10027 | 2024-09-29 | $55,000 | LEADERSHIP DEVELOPMENT | $55,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | 10/10/2024 12:00:00 AM | |
| THE CENTER FOR JUSTICE AT COLUMBIA UNIVERSITY | |||||||||||
| 1225 AMSTERDAM AVE ROOM 812 | NEW YORK | NY | 10027 | 2024-12-16 | $10,000 | WELLNESS GRANT | $10,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| THE CENTURY FOUNDATION INCNEXT 100 | |||||||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | 2024-12-16 | $10,000 | WELLNESS GRANT | $10,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| THE CENTURY FOUNDATION INCNEXT 100 | |||||||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | 2024-09-29 | $55,000 | LEADERSHIP DEVELOPMENT | $55,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | 3/14/2024 | |
| THE DUKE OF EDINBURGH INTERNATIONAL AWARD USA | |||||||||||
| 122 E 64TH ST 2R | NEW YORK | NY | 10065 | 2024-11-27 | $2,500 | DISCRETIONARY GRANT | $2,500 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| THE FOUNDATION FOR CITY COLLEGE AT THE CITY COLLEGE OF NEW YORK | |||||||||||
| 160 CONVENT AVENUE | NEW YORK | NY | 10031 | 2024-12-16 | $10,000 | WELLNESS GRANT | $10,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| THE FOUNDATION FOR CITY COLLEGE AT THE CITY COLLEGE OF NEW YORK (COLLIN POW | |||||||||||
| 160 CONVENT AVENUE | NEW YORK | NY | 10031 | 2024-09-29 | $55,000 | LEADERSHIP DEVELOPMENT | $55,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | 3/14/2024 | |
| THE LEADERSTRUST | |||||||||||
| 2201 BROADWAY SUITE 400 | OAKLAND | CA | 94612 | 2024-12-16 | $15,000 | WELLNESS GRANT | $15,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| TRUST-BASED PHILANTHROPY PROJECT | |||||||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | 2024-02-07 | $50,000 | GENERAL OPERATING SUPPORT | $50,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| TRUST-BASED PHILANTHROPY PROJECT | |||||||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | 2024-02-07 | $50,000 | GENERAL OPERATING SUPPORT | $50,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| UNIVERSAL PARTNERSHIP | |||||||||||
| 1 SONAMA ROAD | CORTLAND MANOR | NY | 10567 | 2024-12-16 | $10,000 | WELLNESS GRANT | $10,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| UNIVERSAL PARTNERSHIP | |||||||||||
| 1 SONAMA ROAD | CORTLAND MANOR | NY | 10567 | 2024-09-29 | $80,000 | LEADERSHIP DEVELOPMENT | $80,000 | TO KNOWLEDGE OF THE FDN, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | 10/10/2024 | |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AG REALTY VALUE FUND X | AT COST | $1,447,703 | $1,764,265 |
| ARCHIPELAGO HOLDINGS LTD. | AT COST | $1,369,676 | $3,365,093 |
| ARTISAN GLOBAL OPPORTUNITIES FUND | AT COST | $3,786,596 | $4,609,731 |
| CHAMPLAIN SMALL COMPANY FUND LLC | AT COST | $2,078,023 | $2,640,977 |
| COMMUNITY IMPACT BOND FUND | AT COST | $3,755,591 | $3,378,660 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, L.P. | AT COST | $2,991,601 | $2,945,908 |
| DAVIDSON KEMPNER, L-T DISTRESSED OPPORTUNITIES INTL V, LP | AT COST | $1,719,344 | $2,370,311 |
| DAVIDSON KEMPNER, L-T(AIV) DISTRESSED OPPORTUNITIES INTL III, LP | AT COST | $115,503 | $65,636 |
| DODGE & COX GLOBAL STOCK FUND | AT COST | $3,549,149 | $4,146,991 |
| FIDELITY COMMONWEALTH NASDAQ INDEX | AT COST | $2,700,845 | $4,819,033 |
| FPA CRESCENT PORTFOLIO INSTITUTIONAL FUND | AT COST | $1,330,249 | $1,533,494 |
| GOVERNORS LANE OFFSHORE FUND, LTD. | AT COST | $1,939,340 | $3,354,231 |
| LOOMIS SAYLES STRATEGIC ALPHA | AT COST | $1,318,555 | $1,282,262 |
| NEWBURY PARTNERS V LP | AT COST | $1,164,553 | $1,634,856 |
| POLUNIN DEVELOPING COUNTRIES FUND | AT COST | $2,658,774 | $2,439,282 |
| ROSE AFFORDABLE HOUSING | AT COST | $156,753 | $135,123 |
| SEG PARTNERS OFFSHORE FUND | AT COST | $2,262,009 | $3,877,559 |
| STATE STREET GROUP GLOBAL ADVISORS | AT COST | $3,502,659 | $4,027,349 |
| VANGUARD FIXED INCOME INTER-TERM TREASURIES FUND | AT COST | $7,375,242 | $6,233,587 |
| VANGUARD INTERNATIONAL EQUITY INDEX FUND | AT COST | $5,334,768 | $6,147,735 |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | AT COST | $10,876,884 | $13,576,536 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | AT COST | $5,117,445 | $20,563,759 |
| VARDE FUND XIII | AT COST | $1,349,673 | $1,512,946 |
| FLEXSHARES TR STOXX GLOBAL INFR | AT COST | $500,037 | $500,641 |
| DAVIDSON KEMPNER, L-T DISTRESSED OPPORTUNITIES INTL III, L.P. | AT COST | $0 | $100,012 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $37,080 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $37,080 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAM COSTS | $384,249 | $0 | $0 | $384,249 |
| MISCELLANEOUS | $14,772 | $0 | $0 | $14,772 |
| OFFICE | $74,889 | $18,722 | $0 | $56,167 |
| PROFESSIONAL DEVELOPMENT | $21,925 | $0 | $0 | $21,925 |
| INSURANCE - OTHER | $16,119 | $0 | $0 | $20,311 |
| TELEPHONE | $6,630 | $1,658 | $0 | $4,973 |
| LESS: PARTNERSHIP EXPENSES ATTRIBUTABLE TO UBI | $0 | -$28,196 | $0 | $0 |
| PARTNERSHIP EXPENSES | $0 | $171,158 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP NET INCOME | $0 | $147,661 | $0 |
| OTHER INCOME | $915 | $915 | $0 |
| INCOME (LOSS) FROM PARTNERSHIPS | $427,624 | $0 | $0 |
| LESS: AMOUNT ATTRIBUTABLE TO UBI | $0 | $102,023 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $368,973 | $368,973 | $0 | $0 |
| CONSULTANT FEES - PROGRAM | $49,470 | $0 | $0 | $49,470 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $113,665 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $11,331 | $0 | $0 |
| LESS: FOREIGN TAXES ATTRIBUTABLE TO UBI | $0 | -$26 | $0 | $0 |
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