SHIPPY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SHIPPY FOUNDATION (EIN 20-4083744)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-09
- IRS object ID
- 201843139349100334
- Schema version
- 2017v2.3
- 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
- Cash Deemed Charitable Expln Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-09T12:05:12-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135524538 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK ESTATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204083744 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIPPY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE CLARK ESTATES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIP | BusinessNameControlTxt |
| Phone | 2129776900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD C VANISON | PersonNm |
| Person Title | ASST TREASURER | PersonTitleTxt |
| Phone | 2129776900 | PhoneNum |
| Signature | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN QUILTY CTFA | PreparerPersonNm |
| PTIN | P01437690 | PTIN |
| Phone | 2129776900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 205.158.208.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-09 | IPDt |
| IP Tm | 12:58:42 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1D4EC1D5CF0DEB2F4A1155CC833AF973EB499808 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1D4EC1D5CF0DEB2F4A1155CC833AF973EB499808 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,862,016 | 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 | $26,918 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,918 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $63,728 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $595,134 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $593,361 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,502,832 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,301,829 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,936,133 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$57,745 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,620,140 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,866,136 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $64,139 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $64,139 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,990 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,990 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $74,075 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $441 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $73,634 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $9,438 | InterestNetInvstIncmAmt |
| Taxes Net Invst Incm | $22,571 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $442 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $442 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $318,291 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $407,566 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $71,215 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $458,937 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $440,016 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $211,420 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,525,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,527,009 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,983,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $440,016 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,738,429 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,636,203 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,426,120 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,714,849 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $661,181 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $661,181 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,497,529 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,491,486 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,660,053 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,494,478 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,763,743 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,774,860 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,913,026 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,897,563 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,762,682 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,976,808 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,042,418 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,625 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,625 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,912,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,548,647 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,862,016 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $30,912,444 | CapitalStockBOYAmt |
| Capital Stock EOY | $32,548,647 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,912,444 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,548,647 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,912,444 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,548,647 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,912,444 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,636,203 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,548,647 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,548,647 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1100 SH EMERSON ELEC | 2016-01-20 | 2017-01-17 | $61,723 | $46,316 | $15,407 | $15,407 | |
| 2300 SH L BRANDS INC | 2017-03-21 | 2017-12-04 | $132,052 | $111,959 | $20,093 | $20,093 | |
| 500 SH L BRANDS INC | 2017-03-22 | 2017-12-04 | $28,707 | $23,783 | $4,924 | $4,924 | |
| 100 SH L BRANDS INC | 2017-04-03 | 2017-12-04 | $5,741 | $4,694 | $1,047 | $1,047 | |
| 950 SH L BRANDS INC | 2017-07-06 | 2017-12-04 | $54,543 | $45,903 | $8,640 | $8,640 | |
| 400 SH L BRANDS INC | 2017-04-03 | 2017-12-18 | $24,019 | $18,777 | $5,242 | $5,242 | |
| 1600 SH L BRANDS INC | 2017-04-04 | 2017-12-18 | $96,075 | $70,626 | $25,449 | $25,449 | |
| 1000 SH L BRANDS INC | 2017-07-10 | 2017-12-18 | $60,047 | $44,001 | $16,046 | $16,046 | |
| 800 SH L BRANDS INC | 2017-08-10 | 2017-12-18 | $48,037 | $33,406 | $14,631 | $14,631 | |
| 500000 SH T 0.75 10/31/17 | 2017-06-28 | 2017-10-31 | $500,000 | $500,000 | $0 | $0 | |
| 600 SH EMERSON ELEC | 2016-01-11 | 2017-01-17 | $33,667 | $26,046 | $7,621 | $7,621 | |
| 1000 SH MEDTRONIC PLC | 2015-01-27 | 2017-06-20 | $88,950 | $74,281 | $14,669 | $14,669 | |
| 250 SH MEDTRONIC PLC | 2015-01-27 | 2017-06-21 | $22,210 | $18,570 | $3,640 | $3,640 | |
| 100 SH MICROSOFT | 2012-11-30 | 2017-04-24 | $6,747 | $2,660 | $4,087 | $4,087 | |
| 1300 SH MICROSOFT | 2012-12-28 | 2017-04-24 | $87,706 | $34,635 | $53,071 | $53,071 | |
| 1200 SH MICROSOFT | 2012-11-30 | 2017-04-26 | $81,886 | $31,920 | $49,966 | $49,966 | |
| 300 SH MICROSOFT | 2012-11-30 | 2017-07-24 | $21,992 | $7,980 | $14,012 | $14,012 | |
| 900 SH MICROSOFT | 2012-12-04 | 2017-07-24 | $65,977 | $23,859 | $42,118 | $42,118 | |
| 900 SH MICROSOFT | 2012-12-07 | 2017-07-24 | $65,977 | $23,796 | $42,181 | $42,181 | |
| 1300 SH NEWS CORP | 2014-10-09 | 2017-02-21 | $17,294 | $20,033 | -$2,739 | -$2,739 | |
| 1300 SH NEWS CORP | 2014-10-09 | 2017-02-22 | $17,167 | $20,033 | -$2,866 | -$2,866 | |
| 1300 SH NEWS CORP | 2014-10-09 | 2017-08-28 | $17,323 | $20,033 | -$2,710 | -$2,710 | |
| 1300 SH NEWS CORP | 2014-10-09 | 2017-08-29 | $17,272 | $20,033 | -$2,761 | -$2,761 | |
| 1300 SH NEWS CORP | 2014-11-17 | 2017-08-30 | $17,220 | $19,671 | -$2,451 | -$2,451 | |
| 1300 SH NEWS CORP | 2014-11-17 | 2017-08-31 | $17,310 | $19,671 | -$2,361 | -$2,361 | |
| 1300 SH NEWS CORP | 2014-11-17 | 2017-09-01 | $17,476 | $19,671 | -$2,195 | -$2,195 | |
| 800 SH NEWS CORP | 2014-10-14 | 2017-09-05 | $10,592 | $11,806 | -$1,214 | -$1,214 | |
| 800 SH NEWS CORP | 2014-11-17 | 2017-09-05 | $10,592 | $12,105 | -$1,513 | -$1,513 | |
| 1100 SH NEWS CORP | 2014-10-14 | 2017-09-06 | $14,673 | $16,234 | -$1,561 | -$1,561 | |
| 500 SH NEWS CORP | 2014-10-15 | 2017-09-06 | $6,669 | $7,324 | -$655 | -$655 | |
| 1600 SH NEWS CORP | 2014-10-15 | 2017-09-07 | $21,542 | $23,438 | -$1,896 | -$1,896 | |
| 800 SH NEWS CORP | 2014-10-15 | 2017-09-08 | $10,565 | $11,719 | -$1,154 | -$1,154 | |
| 800 SH NEWS CORP | 2014-10-16 | 2017-09-08 | $10,565 | $11,628 | -$1,063 | -$1,063 | |
| 1600 SH NEWS CORP | 2014-10-16 | 2017-09-11 | $21,297 | $23,256 | -$1,959 | -$1,959 | |
| 1700 SH NEWS CORP | 2014-10-16 | 2017-09-12 | $22,521 | $24,710 | -$2,189 | -$2,189 | |
| 700 SH NEWS CORP | 2014-10-16 | 2017-09-13 | $9,037 | $10,175 | -$1,138 | -$1,138 | |
| 1000 SH NEWS CORP | 2015-06-15 | 2017-09-13 | $12,911 | $14,306 | -$1,395 | -$1,395 | |
| 1300 SH NEWS CORP | 2015-06-15 | 2017-09-14 | $16,909 | $18,598 | -$1,689 | -$1,689 | |
| 500 SH NEWS CORP | 2015-09-16 | 2017-09-14 | $6,503 | $6,429 | $74 | $74 | |
| 1400 SH NEWS CORP | 2015-09-16 | 2017-09-15 | $18,214 | $18,002 | $212 | $212 | |
| 1700 SH NEWS CORP | 2015-09-16 | 2017-09-18 | $22,184 | $21,860 | $324 | $324 | |
| 23000 SH TRC COS | 2006-03-06 | 2017-06-22 | $403,650 | $212,750 | $190,900 | $190,900 | |
| 15800 SH TRC COS | 2007-10-22 | 2017-06-22 | $277,290 | $182,774 | $94,516 | $94,516 | |
| GENERATION IM GLOBAL EQUITY FD | $174,098 | $174,098 | P | ||||
| GENERATION IM GLOBAL EQUITY FD | $700,593 | $700,593 | P | ||||
| CLARK BP LLC | $7,398 | $7,398 | P | ||||
| CLARK BP LLC | $249,447 | $249,447 | P | ||||
| CPBS LLC | -$522 | -$522 | P | ||||
| CPBS LLC | $10,289 | $10,289 | P | ||||
| CLARK FUND LLC | -$88,966 | -$88,966 | P | ||||
| CLARK FUND LLC | $197,765 | $197,765 | P | ||||
| CLARK FOCUS LLC | $240,776 | $240,776 | P | ||||
| CLARK FOCUS LLC | $210,458 | $210,458 | P | ||||
| CLARK FOCUS II LLC | $10,447 | $10,447 | P | ||||
| CLARK FOCUS II LLC | $65,636 | $65,636 | P | ||||
| CWS LLC | -$27,370 | -$27,370 | P | ||||
| CWS LLC | $0 | $0 | P | ||||
| FEDERAL PARTNERS LP | -$25,104 | -$25,104 | P | ||||
| FEDERAL PARTNERS LP | -$8,472 | -$8,472 | P | ||||
| CLARK PARTNERS I LP | $1 | $1 | P | ||||
| CLARK PARTNERS I LP | -$6,080 | -$6,080 | P | ||||
| CLARK LEY LLC | -$1,926 | -$1,926 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,301,829 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,561,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,931,138 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050488 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,738,952 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $32,810,129 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,736,050 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,245,588 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061463 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,665,365 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,577,747 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062660 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,596,968 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,753,523 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059692 | DistributionYr5Rt |
| Total Distribution | 0.287303 | TotalDistributionRt |
| Average Distribution | 0.057461 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $33,648,288 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,933,464 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,261 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,957,725 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,738,429 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,522 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,522 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,522 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,778 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,778 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $260 | EsPenaltyAmt |
| Tax Due | $12,004 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD C VANISON ASST TREASURER | IndividualWithBooksNm |
| Phone | 2129776900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE L PERETZ | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID L FARNSWORTH | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | CHAIRMAN/DIRECTOR | 20.00 | $64,139 | $28,761 | $0 |
| ANNE E FARNSWORTH | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JESSE W PERETZ | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | VICE PRES/TREASURER/DIRECT | 1.00 | $0 | $0 | $0 |
| EVGENIA S PERETZ | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | VICE PRES,SECRETARY/DIRECT | 1.00 | $0 | $0 | $0 |
| RICHARD C VANISON | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | ASST. TREASURER | 1.00 | $0 | $0 | $0 |
| WILLIAM T BURDICK | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | ASST. SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE CLARK ESTATES INC | |||||
| ONE ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | INVESTMENT ADVISORY | $256,000 |
| MOTT PHILANTHROPIC | |||||
| 316 NEWBURY STREET | BOSTON | MA | 02115 | PHILANTHROPIC ADVISORY | $73,634 |
| 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 | $32,472,521 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,700,767 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,173,288 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,173,288 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,525,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,648,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,682,414 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,682,414 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,522 | TotalTaxAmt |
| Distributable Before Adj | $1,633,892 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,633,892 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,633,892 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,738,429 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,738,429 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,738,429 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,633,892 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $294,472 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $424,652 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $374,021 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $127,146 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,309 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,258,600 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,738,429 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,633,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $104,537 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,363,137 | 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 | $294,472 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,068,665 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $424,652 | ExcessFromYear4Amt |
| Excess From Year3 | $374,021 | ExcessFromYear3Amt |
| Excess From Year2 | $127,146 | ExcessFromYear2Amt |
| Excess From Year1 | $38,309 | ExcessFromYear1Amt |
| Excess From Current Year | $104,537 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BOSTON DEBATE LEAGUE | |||||||
| 54 CANAL STREET 4TH FLOOR | BOSTON | MA | 02114 | NONE | GENERAL | $50,000 | |
| CODMAN ACADEMY FOUNDATION | |||||||
| 637 WASHINGTON STREET | DORCHESTER | MA | 02124 | NONE | GENERAL | $30,000 | |
| EPIPHANY SCHOOL | |||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | GENERAL | $50,000 | |
| TEACH PLUS | |||||||
| 27-43 WORMWOOD STREET TOWER PT | BOSTON | MA | 02210 | NONE | GENERAL | $25,000 | SUITE 410 |
| BOSTON ARTS ACADEMY | |||||||
| 174 IPSWICH ST | BOSTON | MA | 02215 | NONE | GENERAL | $50,000 | |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | |||||||
| 885 WASHINGTON STREET | BOSTON | MA | 02111 | NONE | GENERAL | $50,000 | |
| EDVESTORS BPS HUMAN CAPITAL | |||||||
| 140 CLARENDON ST STE 401 | BOSTON | MA | 02116 | NONE | HUMAN CAPITAL INITIATIVE | $50,000 | |
| ORCHARD GARDEN K-8 PILOT SCHOOL | |||||||
| PO BOX 190886 | ROXBURY | MA | 02119 | NONE | GENERAL | $50,000 | |
| UASPIRE | |||||||
| 31 MILK STREET | BOSTON | MA | 02109 | NONE | GENERAL | $25,000 | |
| BREAKTHROUGH NEW YORK | |||||||
| 123 WILLIAM STREET 4TH FLOOR | NEW YORK | NY | 10038 | NONE | GENERAL | $50,000 | |
| LEHMAN COLLEGE | |||||||
| 250 BEDFORD PARK BLVD WEST A-239 | BRONX | NY | 10468 | NONE | ENLACE | $40,000 | |
| GATEWAY TO HIGHER EDUCATION | |||||||
| 160 CONVENT AVENUE WILLIW ADMIN | NEW YORK | NY | 10031 | NONE | GENERAL | $50,000 | BUILDING ROOM A218E |
| JEWISH HOME LIFECARE MANHATTAN | |||||||
| 12 W 106TH ST KAUFFMAN 3RD FL | NEW YORK | NY | 10025 | NONE | GENERAL | $50,000 | |
| LEGAL OUTREACH | |||||||
| 36-14 35TH ST | LONG ISLAND CITY | NY | 11106 | NONE | GENERAL | $75,000 | |
| NEW YORK CITY URBAN DEBATE LEAGUE | |||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | NONE | GENERAL | $100,000 | |
| NEW YORK OPPORTUNITY NETWORK | |||||||
| 85 BROAD STREET 6TH FL | NEW YORK | NY | 10004 | NONE | GENERAL | $100,000 | |
| SPONSORS FOR EDUCATIONAL OPPORTUNITY | |||||||
| 55 EXCHANGE PLACE SUITE 601 | NEW YORK | NY | 10005 | NONE | GENERAL | $50,000 | |
| TEAK FELLOWSHIP | |||||||
| 16 WEST 22ND ST 3RD FL | NEW YORK | NY | 10010 | NONE | GENERAL | $50,000 | |
| URBAN DOVE | |||||||
| CHURCH STREET STATION PO BOX 305 | NEW YORK | NY | 10008 | NONE | GENERAL | $35,000 | |
| YOUNG WOMEN'S LEADERSHIP NETWORK | |||||||
| 322 EIGHTH AVE 14TH FL | NEW YORK | NY | 10001 | NONE | GENERAL | $50,000 | |
| PEACE FIRST | |||||||
| 25 KINGSTON ST 6TH FL | BOSTON | MA | 02111 | NONE | GENERAL | $75,000 | |
| STREET LAB INC THE UNI PROJECT | |||||||
| 6 VARICK STREET 10B | NEW YORK | NY | 10013 | NONE | GENERAL | $15,000 | |
| URBAN ASSEMBLY | |||||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10004 | NONE | GENERAL | $50,000 | |
| THE WRITING REVOLUTION | |||||||
| 22 COURTLAND STREET 33RD FL | NEW YORK | NY | 10007 | NONE | GENERAL | $25,000 | |
| HOFSTRA UNIVERSITY NORTHWELL SCHOOL OF MEDICINE | |||||||
| 500 HOFSTRA UNIVERSITY | HEMPSTEAD | NY | 11549 | NONE | GATEWAY MEDICAL PIPELINE | $20,000 | |
| SAINT ANNS SCHOOL | |||||||
| 129 PIERREPONT STREET | BROOKLYN HEIGHTS | NY | 11201 | NONE | SAINT ANN'S SCHOLARSHIP FUND | $45,000 | |
| UNITED FOR PUERTO RICO | |||||||
| PO BOX 9146 | SAN JUAN | PR | 009080146 | NONE | HURRICANE RELIEF | $10,000 | |
| WATER MISSION | |||||||
| PO BOX 71489 | NORTH CHARLESTON | SC | 29415 | NONE | HURRICANE RELIEF | $10,000 | |
| ONE AMERICA APPEAL | |||||||
| PO BOX 14141 | COLLEGE STATION | TX | 778414141 | NONE | HURRICANE RELIEF | $10,000 | |
| MEDSHARE INTERNATION INC ATTN FINANCE DEPARTMENT | |||||||
| 3240 CLIFTON SPRINGS ROAD | DECATUR | GA | 30034 | NONE | HURRICANE RELIEF | $10,000 | |
| HEART TO HEART INTERNATIONAL | |||||||
| 13250 W 98TH ST | LENEXA | KS | 66215 | NONE | HURRICANE RELIEF | $10,000 | |
| KIDS IN NEED DISTRIBUTORS | |||||||
| 6917 ARLINGTON RD 302 | BETHESDA | MD | 20814 | NONE | GENERAL | $15,000 | |
| ATTENTION INC | |||||||
| 1443 SPRUCE STREET | BOULDER | CO | 80302 | NONE | THE SOURCE SHELTER | $10,000 | |
| Y2Y HARVARD SQUARE - PHILLIPS BROOKS HOUSE ASSOC | |||||||
| 1 NORTH HARVARD YARD | CAMBRIDGE | MA | 02138 | NONE | GENERAL | $5,000 | |
| YOUTH ON FIRE | |||||||
| PO BOX 382-123 | CMABRIDGE | MA | 02238 | NONE | GENERAL | $5,000 | |
| REBUILDING TOGETHER | |||||||
| 999 N CAPITAL STREET NE SUITE 701 | WASHINGTON | DC | 20002 | NONE | GENERAL | $5,000 | |
| ARLINGTON BOYS AND GIRLS CLUB | |||||||
| 60 POND LANE | ARLINTON | MA | 02474 | NONE | GENERAL | $2,000 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | GENERAL | $5,000 | |
| CAMBRIDGE FRIENDS SCHOOL | |||||||
| 5 CADBURY ROAD | CAMBRIDGE | MA | 02140 | NONE | GENERAL | $2,000 | |
| CONCORD ACADEMY | |||||||
| 166 MAIN STREET | CONCORD | MA | 01742 | NONE | GENERAL | $15,000 | |
| PASSIM FOLK MUSIC AND CULTURAL CENTER | |||||||
| 26 CHURCH STREET - SUITE 300 | CAMBRIDGE | MA | 02138 | NONE | GENERAL | $3,000 | |
| INTERFAITH POWER & LIGHT | |||||||
| 369 PINE STREET SUITE 7000 | SAN FRANCISCO | CA | 94101 | NONE | GENERAL | $2,000 | |
| PEACE ACTION EDUCATION FUND | |||||||
| 8630 FENTON STREET SUITE 524 | SILVER SPRING | MD | 20910 | NONE | GENERAL | $2,000 | |
| UNITED POLICYHOLDERS | |||||||
| 381 BUSH STREET 8TH FL | SAN FRANCISCO | CA | 94104 | NONE | GENERAL | $5,000 | |
| COLLIDGE CORNER THEATER FOUNDATION | |||||||
| 290 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | GENERAL | $1,000 | |
| GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | GENERAL | $2,000 | |
| FOOD LINK INC | |||||||
| 32 OLDHAM ROAD | ARLINGTON | MA | 02474 | NONE | GENERAL | $1,000 | |
| ACTION AGAINST HUNGER USA | |||||||
| ONE WHITEHALL STREET 2ND FL | NEW YORK | NY | 10004 | NONE | ROHINGYA REFUGEE RELIEF CAMPAIGN | $10,000 | |
| BRAC USA | |||||||
| 110 WILLIAM STREET 18TH FL | NEW YORK | NY | 10038 | NONE | ROHINGYA REFUGEE RELIEF CAMPAIGN | $10,000 | |
| THE PARENTING JOURNEY | |||||||
| 366 SOMERVILLE AVE | SOMERVILLE | MA | 02143 | NONE | GENERAL | $8,000 | |
| GEMS | |||||||
| 201 WEST 148TH STREET GROUND FL | NEW YORK | NY | 10039 | NONE | GENERAL | $8,000 | |
| MARIN SHAKESPERE COMPANY | |||||||
| PO BOX 4053 | SAN RAFAEL | CA | 94913 | NONE | GENERAL | $1,500 | |
| COMMONWEALTH SCHOOL | |||||||
| 151 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | NONE | GENERAL | $1,000 | |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY 10TH FL | NEW YORK | NY | 10006 | NONE | GENERAL | $1,500 | |
| MIL MILAGROS | |||||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | NONE | GUATEMALA PROJECT | $20,000 | |
| BOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION | |||||||
| 215 SYDNEY STREET | DORCHESTER | MA | 02125 | NONE | GENERAL | $50,000 | |
| BROOKE SCHOOL FOUNDATION | |||||||
| 190 CUMMINS HIGHWAY | ROSLINDALE | MA | 02131 | NONE | GENERAL | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,525,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BOSTON ARTS ACADEMY | |||||||
| 174 IPSWICH ST | BOSTON | MA | 02215 | NONE | GENERAL | $50,000 | |
| EDVESTORS BPS HUMAN CAPITAL | |||||||
| 140 CLARENDON ST STE 401 | BOSTON | MA | 02116 | NONE | HUMAN CAPITAL INITIATIVE | $50,000 | |
| GATEWAY TO HIGHER EDUCATION | |||||||
| 160 CONVENT AVENUE WILLIW ADMIN | NEW YORK | NY | 10031 | NONE | GENERAL | $50,000 | BUILDING ROOM A218E |
| LEGAL OUTREACH | |||||||
| 36-14 35TH ST | LONG ISLAND CITY | NY | 11106 | NONE | GENERAL | $75,000 | |
| NEW YORK CITY URBAN DEBATE LEAGUE | |||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | NONE | GENERAL | $100,000 | |
| NEW YORK OPPORTUNITY NETWORK | |||||||
| 85 BROAD STREET 6TH FL | NEW YORK | NY | 10004 | NONE | GENERAL | $100,000 | |
| PEACE FIRST | |||||||
| 25 KINGSTON ST 6TH FL | BOSTON | MA | 02111 | NONE | GENERAL | $60,000 | |
| SPONSORS FOR EDUCATIONAL OPPORTUNITY | |||||||
| 55 EXCHANGE PLACE SUITE 601 | NEW YORK | NY | 10005 | NONE | GENERAL | $50,000 | |
| TEAK FELLOWSHIP | |||||||
| 16 WEST 22ND ST 3RD FL | NEW YORK | NY | 10010 | NONE | GENERAL | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $585,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,918 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,728 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,936,133 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $593,361 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,620,140 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,620,140 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH AMOUNTS EQUAL TO BUDGETED ANNUAL CHARITABLE PAYOUTS ARE MAINTANIED. | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $2,913,026 | EOYBookValueAmt |
| EOYFMV | $2,897,563 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $14,494,478 | EOYBookValueAmt |
| EOYFMV | $16,763,743 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,497,529 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,491,486 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIVATE EQUITY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,976,808 | BookValueAmt |
| EOYFMV | $12,042,418 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,990 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,990 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| EOY Book Value | $5,625 | EOYBookValueAmt |
| EOYFMV | $5,625 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEE | $256,000 | $230,400 | $25,600 |
| CUSTODY FEE | $16,676 | $16,676 | $0 |
| MISCELLANEOUS | $17 | $0 | $17 |
| PARTNERSHIP K-1 | $0 | $160,490 | $0 |
| TRUSTEE EXPENSE | $401 | $0 | $401 |
| MEDICAL INSURANCE | $28,761 | $0 | $28,761 |
| OTHER INSURANCE | $205 | $0 | $205 |
| SUPPLIES | $16,231 | $0 | $16,231 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INVESTMENT INCOME | $2,813,295 | $0 | $2,813,295 |
| PARTNERSHIP OTHER INCOME | $122,838 | -$69,192 | $122,838 |
| ROYALTIES K-1 INCOME | $0 | $11,447 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $74,075 | Amt |
| Net Investment Income | $441 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $73,634 | DisbursementsCharitablePrpsAmt |
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