LEON LOWENSTEIN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LEON LOWENSTEIN FOUNDATION INC (EIN 13-6015951)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201811319349100501
- Schema version
- 2017v2.2
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T04:51:57-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131517563 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 136015951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEON LOWENSTEIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2123190670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST 58TH STREET 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10155 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW BENDHEIM | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 2123190670 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON SHAPIRO | PreparerPersonNm |
| PTIN | P01333816 | PTIN |
| Phone | 2128674000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $137,464,944 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,955,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,955,213 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $338,391 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,547,597 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $338,391 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,293,604 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,293,604 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $89,770 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,238 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,532 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $15,773 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $789 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $14,985 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,377 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $369 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,008 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,877 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,951 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,926 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $284,736 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $126,056 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $158,680 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $531,013 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $187 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,549 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,755 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $123,287 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,493 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $104,794 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,204 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,741 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,463 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,097 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,712 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,385 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,124,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $414,322 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,301,049 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,937,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,425,938 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,351,822 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,132,334 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,118,068 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $474,874 | CashBOYAmt |
| Cash EOY | $478,805 | CashEOYAmt |
| Cash EOYFMV | $478,805 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $131,442 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $72,148 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $72,148 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $116,342,453 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $136,909,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $136,909,650 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $43,038 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,697 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $10,827 | LandBOYAmt |
| Land EOY | $4,341 | LandEOYAmt |
| Land EOYFMV | $4,341 | LandEOYFMVAmt |
| Total Assets BOY | $116,959,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,464,944 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $137,464,944 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $21,461 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $20,405 | AccountsPayableEOYAmt |
| Grants Payable BOY | $553,020 | GrantsPayableBOYAmt |
| Grants Payable EOY | $921,569 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $243,909 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $708,825 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $818,390 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,650,799 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $116,141,206 | UnrestrictedBOYAmt |
| Unrestricted EOY | $135,814,145 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $116,141,206 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $135,814,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,959,596 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $137,464,944 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $116,141,206 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,132,334 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,805,273 | OtherIncreasesAmt |
| Subtotal | $135,814,145 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $135,814,145 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $5,547,597 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,209,206 | CostOrOtherBasisAmt |
| Gain Or Loss | $338,391 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $338,391 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $338,391 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,965,518 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $110,818,377 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053831 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,971,655 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $117,468,134 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050836 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,212,671 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $123,418,103 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050338 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,831,767 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $118,839,725 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057487 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,562,569 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $115,470,164 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074154 | DistributionYr5Rt |
| Total Distribution | 0.286646 | TotalDistributionRt |
| Average Distribution | 0.057329 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $127,350,081 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,300,853 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $31,181 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,332,034 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,351,822 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62,361 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62,361 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $62,361 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $112,654 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $112,654 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $50,293 | OverpaymentAmt |
| Applied To ES Tax | $50,293 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ANDREW BENDHEIM | IndividualWithBooksNm |
| Phone | 2123190670 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST 58 STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10155 | 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ANDREW BENDHEIM | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | DIRECTOR | 20.00 | $17,500 | $0 | $0 |
| KIM BENDHEIM | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | CO PRESIDENT | 5.00 | $12,500 | $0 | $0 |
| JOANNA SCHULMAN | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | CO CHAIR | 5.00 | $2,500 | $0 | $0 |
| LYNN THOMAN | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | CO CHAIR | 5.00 | $10,000 | $0 | $0 |
| THOMAS BENDHEIM JR | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | CO PRESIDENT | 5.00 | $10,000 | $0 | $0 |
| JOHN BENDHEIM JR | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | DIRECTOR | 5.00 | $2,500 | $0 | $0 |
| THOMAS WRIGHT | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | DIRECTOR | 5.00 | $10,000 | $0 | $0 |
| STEWART HUDSON - START 112017 | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | EXECUTIVE DIRECTOR | 35.00 | $24,770 | $2,850 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME BUCHHOLZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CORPORATE DRIVE | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $126,056 | CompensationAmt |
| 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 | $128,967,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $212,306 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $109,379 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $129,289,422 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $129,289,422 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,939,341 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $127,350,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,367,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,367,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,361 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,361 | TotalTaxAmt |
| Distributable Before Adj | $6,305,143 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,305,143 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,305,143 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,351,822 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,351,822 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,351,822 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,305,143 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,181,242 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,351,822 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,181,242 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $170,580 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,134,563 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY OF TELEVISION ARTS AND SCIENCES | |||||||||||||
| 5220 LANKERSHIM BOULEVARD | NORTH HOLLYWOOD | CA | 91601 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | ||||||
| ALL EAGLES OSCAR FOUNDATION | |||||||||||||
| 1900 EMPIRE PASSAGE COURT | VIRGINIA BEACH | VA | 23456 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| AMANDA JAMES | |||||||||||||
| 94 MERCER ST | NEW YORK | NY | 10012 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| AMERICAS SOCIETY INC | |||||||||||||
| 680 PARK AVENUE | NEW YORK | NY | 10065 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | ||||||
| ASIA SOCIETY | |||||||||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | ||||||
| BARRINGTON STAGE COMPANY INC | |||||||||||||
| 30 UNION STREET | PITTSFIELD | MA | 01201 | NONE | 501 (C) 3 | CHARITABLE | $6,000 | ||||||
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | 501 (C) 3 | CHARITABLE | $42,000 | ||||||
| BOYS & GIRLS CLUB OF GREENWICH | |||||||||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | ||||||
| BRAC USA | |||||||||||||
| 110 WILLIAM STREET | NEW YORK | NY | 10038 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| CAMDEN COALITION OF HEALTHCARE PROVIDERS | |||||||||||||
| 800 COOPER ST | CAMDEN | NJ | 08102 | NONE | 501 (C) 3 | CHARITABLE | $75,000 | ||||||
| CEDARS-SINAI MEDICAL CENTER | |||||||||||||
| 8700 BEVERLY BOULEVARD | LOS ANGELES | CA | 90048 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| CITY YEAR | |||||||||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | NONE | 501 (C) 3 | CHARITABLE | $850,000 | ||||||
| COUNCIL ON FOREIGN RELATIONS INC | |||||||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | ||||||
| CROSSROADS RHODE ISLAND | |||||||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| DREAMYARD | |||||||||||||
| 1085 WASHINGTON AVENUE | BRONX | NY | 10456 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| ECONOMIC CLUB OF NEW YORK | |||||||||||||
| 350 FIFTH AVENUE | NEW YORK | NY | 10118 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| EDIBLE SCHOOLYARD NYC | |||||||||||||
| 55 WASHINGTON STREET | BROOKLYN | NY | 11201 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| ENDICOTT COLLEGE | |||||||||||||
| 376 HALE ST | BEVERLY | MA | 01915 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | ||||||
| ENDOMETRIOSIS FOUNDATION OF AMERICA INC | |||||||||||||
| 205 EAST 42ND STREET | NEW YORK | NY | 10017 | NONE | 501 (C) 3 | CHARITABLE | $40,000 | ||||||
| EPIC THEATRE CENTER INC | |||||||||||||
| 55 W 39TH STREET | NEW YORK | NY | 10018 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | ||||||
| EPIPHANY SCHOOL INC | |||||||||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | 501 (C) 3 | CHARITABLE | $30,000 | ||||||
| EVERYTOWN FOR GUN SAFETY | |||||||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| FAMILY CENTERS INC | |||||||||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | NONE | 501 (C) 3 | CHARITABLE | $11,500 | ||||||
| FRENCH-AMERICAN FOUNDATION | |||||||||||||
| 28 WEST 44TH STREET | NEW YORK | NY | 10036 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| GULF OF MAINE RESEARCH INSTITUTE | |||||||||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| HARVARD KENNEDY SCHOOL | |||||||||||||
| 79 JOHN F KENNEDY ST | CAMBRIDGE | MA | 02138 | NONE | 501 (C) 3 | CHARITABLE | $100,000 | ||||||
| HARVARD MEDICAL SCHOOL | |||||||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | ||||||
| HARVEY SCHOOL | |||||||||||||
| 260 JAY STREET | KATONAH | NY | 10536 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | ||||||
| HOUR CHILDREN INC | |||||||||||||
| 36-11 12TH STREET | LONG ISLAND CITY | NY | 11106 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| HOUSING AND COMMUNITY DEVELOPMENT NETWORK OF NJ | |||||||||||||
| 145 W HANOVER STREET | TRENTON | NJ | 08618 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| INSTITUTE FOR NONPROFIT PRACTICE | |||||||||||||
| 144 GOULD STREET | NEEDHAM | MA | 02494 | NONE | 501 (C) 3 | CHARITABLE | $7,500 | ||||||
| JCC OF MANHATTAN | |||||||||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | 501 (C) 3 | CHARITABLE | $100,000 | ||||||
| JERUSALEM U | |||||||||||||
| 11110 W OAKLAND PARK BLVD | SUNRISE | FL | 33351 | NONE | 501 (C) 3 | CHARITABLE | $7,000 | ||||||
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | |||||||||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| LIBERATION PROGRAMS INC | |||||||||||||
| 129 GLOVER AVENUE | NORWALK | CT | 06850 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| MCGILL UNIVERSITY | |||||||||||||
| NONE | 501 (C) 3 | CHARITABLE | $5,000 | 1001 SHERBROOKE STREET WEST | MONTREAL | QUEBEC | AF | HA 1G5 | |||||
| MIDDLEBURY COLLEGE | |||||||||||||
| 219 SOUTH MAIN STREET | MIDDLEBURY | VT | 05753 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| MOSES BROWN SCHOOL FOUNDATION | |||||||||||||
| 250 LLOYD AVENUE | PROVIDENCE | RI | 02906 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | ||||||
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | 501 (C) 3 | CHARITABLE | $925,000 | ||||||
| NATURE CONSERVANCY INC | |||||||||||||
| 322 8TH AVENUE | NEW YORK | NY | 10001 | NONE | 501 (C) 3 | CHARITABLE | $75,000 | ||||||
| NEW ART PUBLICATIONS DBA BOMB MAGAZINE | |||||||||||||
| 80 HANSON PLACE | BROOKLYN | NY | 11217 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | ||||||
| NEW YORK PRESBYTERIAN FUND INC | |||||||||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | 501 (C) 3 | CHARITABLE | $850,000 | ||||||
| ONS FOUNDATION FOR CLINICAL RESEARCH AND EDUCATION INC | |||||||||||||
| 6 GREENWICH OFFICE PARK 40 VALLEY | GREENWICH | CT | 06831 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | DRIVE | |||||
| OREGON HEALTH & SCIENCE UNIVERSITY | |||||||||||||
| 3181 SW SAM JACKSON PARK RD | PORTLAND | OR | 97239 | NONE | 501 (C) 3 | CHARITABLE | $6,000 | ||||||
| OUTWARD BOUND | |||||||||||||
| PO BOX 127 | BOSTON | MA | 02127 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| PAN-MASS CHALLENGE | |||||||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | 501 (C) 3 | CHARITABLE | $3,500 | ||||||
| PEN AMERICAN CENTER | |||||||||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| PLANNED PARENTHOOD OF NEW YORK CITY | |||||||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| PORJECT 143 | |||||||||||||
| 10310 HIGH FALLS CIRCLE | ALPHARETTA | GA | 30022 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| PRINCETON FAMILY YMCA | |||||||||||||
| 59 PAUL ROBESON PLACE | PRINCETON | NJ | 08534 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| RACHEL'S NETWORK INC | |||||||||||||
| 1200 18TH STREET NW | NEW YORK | NY | 20036 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| RAINFOREST ALLIANCE INC | |||||||||||||
| 233 BROADWAY | NEW YORK | NY | 10279 | NONE | 501 (C) 3 | CHARITABLE | $1,500 | ||||||
| REACH PREP INC | |||||||||||||
| 1 DOCK STREET | STANFORD | CT | 06902 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| RHODE ISLAND COMMUNITY FOOD BANK ASSOC | |||||||||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| SAINT GEORGE VOLUNTEER FIREMANS ASSOCIATION | |||||||||||||
| PO BOX 249 | TENANTS HARBOR | ME | 04860 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| SAVE THE CHILDREN | |||||||||||||
| 501 KINGS HIGHWAY EAST | EAST FAIRFIELD | CT | 06825 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | ||||||
| SUMMIT SCHOOL | |||||||||||||
| 900 ISLAND DRIVE | REDWOOD CITY | CA | 94065 | NONE | 501 (C) 3 | CHARITABLE | $850,000 | ||||||
| TEMPLE EMANU-EL | |||||||||||||
| 255 MAMARONECK ROAD | SCARSDALE | NY | 10583 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| THE ASPEN INSTITUTE INC (CO ADDRESS) | |||||||||||||
| 1000 N 3RD ST | ST ASPEN | CO | 81611 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| THE ASPEN INSTITUTE INC (DC ADDRESS) | |||||||||||||
| 1 DUPONT CIRCLE NW | WASHINGTON | DC | 20036 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| THE BOSTON FOUNDATION | |||||||||||||
| 75 ARLINGTON ST 1000 | BOSTON | MA | 02116 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | ||||||
| THE BROOKINGS INSTITUTION | |||||||||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | ||||||
| THE LAUDER INSTITUTE AT THE UNIVERSITY OF PENNSYLVANIA | |||||||||||||
| 3733 SPRUCE STREET | PHILADELPHIA | PA | 19104 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| THE PEDAGOGICAL INSTITUTE OF LOS ANGELES | |||||||||||||
| 2800 COLORADO AVE | SANTA MONICA | CA | 90404 | NONE | 501 (C) 3 | CHARITABLE | $2,500 | ||||||
| THE PUBLIC THEATER | |||||||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| THE TRILATERAL COMMISSION | |||||||||||||
| 1156 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| TISCH COLLEGE OF CIVIC LIFE AT TUFTS UNIVERSITY | |||||||||||||
| LINCOLN FILENE CENTER 10 UPPER | MEDFORD | MA | 02155 | NONE | 501 (C) 3 | CHARITABLE | $7,500 | CAMPUS RD | |||||
| TOM GOLD DANCE FOUNDATION | |||||||||||||
| 51 WEST 81ST STREET | NEW YORK | NY | 10024 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| TRUSTEES OF TUFTS COLLEGE | |||||||||||||
| 80 GEORGE STREET | MEDFORD | MA | 02155 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| UNION RESCUE MISSION | |||||||||||||
| 545 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||||
| 1 USC WAY | LOS ANGELES | CA | 90007 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| VENTURE FOR AMERICA INC | |||||||||||||
| 40 WEST 29TH STREET | NEW YORK | NY | 10001 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | ||||||
| VIEQUES HUMANE SOCIETY & ANIMAL RESCUE | |||||||||||||
| PO BOX 1399 | VIEQUES | PR | 00765 | NONE | 501 (C) 3 | CHARITABLE | $22,500 | ||||||
| WALLIS ANNENBERG CENTER PERFORMING ARTS | |||||||||||||
| 9390 N SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| WHITE PLAINS HOSPITAL CENTER | |||||||||||||
| 41 EAST POST ROAD | WHITE PLAINS | NY | 10601 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| YEAR UP | |||||||||||||
| 40 FOUNTAIN STREET | PROVIDENCE | RI | 02903 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,937,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ENDICOTT COLLEGE | |||||||
| 376 HALE ST | BEVERLY | MA | 01915 | NONE | 501 (C) 3 | CHARITABLE | $100,000 |
| YEAR UP | |||||||
| 40 FOUNTAIN STREET | PROVIDENCE | RI | 02903 | NONE | 501 (C) 3 | CHARITABLE | $35,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | 501 (C) 3 | CHARITABLE | $200,000 |
| THE NATURE CONSERVANCY | |||||||
| 322 8TH AVENUE | NEW YORK | NY | 10001 | NONE | 501 (C) 3 | CHARITABLE | $50,000 |
| CAMDEN COAILTION OF HEALTHCARE PROVDERS | |||||||
| 800 COOPER ST | CAMDEN | NJ | 08102 | NONE | 501 (C) 3 | CHARITABLE | $50,000 |
| NEW YORK-PRESBYTERIAN FUND INC | |||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | 501 (C) 3 | CHARITABLE | $150,000 |
| SUMMIT PUBLIC SCHOOLS | |||||||
| 900 ISLAND DRIVE | REDWOOD CITY | CA | 94065 | NONE | 501 (C) 3 | CHARITABLE | $150,000 |
| CITY YEAR | |||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | NONE | 501 (C) 3 | CHARITABLE | $150,000 |
| PROJECT 143 | |||||||
| 10310 HIGH FALLS CIRCLE | ALPHARETTA | GA | 30022 | NONE | 501 (C) 3 | CHARITABLE | $5,000 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BOULEVARD | LOS ANGELES | CA | 90048 | NONE | 501 (C) 3 | CHARITABLE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $940,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,955,213 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $338,391 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,293,604 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,293,604 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $39,877 | Amt |
| Net Investment Income | $11,951 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,926 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FURNITURE & EQUIPMENT | PropertyDesc |
| Acquired | 2009-12-31 | AcquiredDt |
| Cost Or Other Basis | $43,038 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $30,942 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Rt | 0.000000000000 | Rt |
| Current Year Expense | $7,755 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $136,909,650 | BookValueAmt |
| EOYFMV | $136,909,650 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $43,038 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $38,697 | AccumulatedDepreciationAmt |
| Book Value | $4,341 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $5,158 | $1,664 | $3,494 |
| TELEPHONE | $5,594 | $0 | $5,594 |
| INSURANCE | $4,868 | $0 | $4,868 |
| MISCELLANEOUS | $477 | $48 | $429 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $22,805,273 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX | Desc |
| BOY Book Value | $243,909 | BOYBookValueAmt |
| EOY Book Value | $708,825 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $126,056 | $126,056 | $0 |
| OTHER CONSULTANTS | $158,680 | $0 | $158,680 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $527,277 | $0 | $0 |
| FICA TAX | $3,736 | $187 | $3,549 |
Comments