FOUNDATION FOR A JUST SOCIETY: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR A JUST SOCIETY (EIN 27-3345774)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-06
- IRS object ID
- 201833109349101058
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-06T19:40:56-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273345774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation for a Just Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARINA SHMOUKLER | InCareOfNm |
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 6463620039 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 East 22nd Street | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARINA SHMOUKLER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6463620039 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | scott thompsett | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Preparation | 2018-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.220.136.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26377520183105000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BB689B47C4810116FFAF734305B3B6F212C66569 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BB689B47C4810116FFAF734305B3B6F212C66569 | 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 | $405,788,239 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $53,470,070 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,797 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,797 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $718,798 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $718,798 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $718,798 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $19,582,270 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,408,789 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,332,511 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$551,569 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $73,815,935 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,519,537 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,260,376 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,372,361 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $782,658 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $549,731 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,406 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,129 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,662 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $55,621 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $279,440 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $298,019 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,466,832 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $63,818 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $896,456 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $718,798 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $267,988 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $253,465 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $161,025 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $194,693 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $54,133 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $61,480 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $673,183 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $673,358 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,907,159 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $782,616 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,465,857 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,848,669 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,875,347 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,755,828 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $782,616 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,341,204 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,060,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,736,921 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,594,844 | CashBOYAmt |
| Cash EOY | $10,388,638 | CashEOYAmt |
| Cash EOYFMV | $10,388,638 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,155,848 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,175,743 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,175,743 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $300,918 | AcctRcvblAmt |
| Acct Rcvbl BOY | $300,269 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $300,918 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $300,918 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $78,894 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $177,718 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $177,718 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $250,102,491 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $300,629,458 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $300,629,458 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $31,548,867 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,222,935 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $30,106,869 | LandBOYAmt |
| Land EOY | $29,325,932 | LandEOYAmt |
| Land EOYFMV | $29,325,932 | LandEOYFMVAmt |
| Other Assets BOY | $25,979,533 | OtherAssetsBOYAmt |
| Other Assets EOY | $46,789,832 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $46,789,832 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $332,318,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $405,788,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $405,788,239 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $288,932 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $182,586 | AccountsPayableEOYAmt |
| Grants Payable BOY | $14,678,006 | GrantsPayableBOYAmt |
| Grants Payable EOY | $12,741,667 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,113,583 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,078,059 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $16,080,521 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,002,312 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $316,238,227 | UnrestrictedBOYAmt |
| Unrestricted EOY | $390,785,927 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $316,238,227 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $390,785,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $332,318,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $405,788,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $316,238,227 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,060,107 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,487,593 | OtherIncreasesAmt |
| Subtotal | $390,785,927 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $390,785,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| INVESTMENT REDEMPTIONS | P | $31,138,820 | $27,500,000 | $3,638,820 | $3,638,820 |
| FUND-OF-FUND INVESTMENT SALES | P | $13,269,970 | $2,745,254 | $10,524,716 | $10,524,716 |
| LONG-TERM REALIZED GAIN FROM LPS | P | $7,211,270 | |||
| SHORT-TERM REALIZED GAIN FROM LPS | P | $5,975,764 | |||
| LESS: SHORT-TERM CAPITAL GAIN FROM UBTI | -$1,260 | ||||
| LESS: LONG-TERM CAPITAL GAIN FROM UBTI | -$5,331 | ||||
| LESS: 1231 GAIN FROM UBTI | -$11,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,332,511 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,679,368 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $279,352,493 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066867 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,763,415 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $208,485,171 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080406 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,337,299 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $182,354,483 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.199267 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,610,668 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $135,493,482 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034029 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,869,892 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $66,850,426 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04293 | DistributionYr5Rt |
| Total Distribution | 0.423499 | TotalDistributionRt |
| Average Distribution | 0.0847 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $371,744,020 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,486,718 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $267,369 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $31,754,087 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,471,366 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $534,738 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $534,738 | SubtotalAmt |
| Tax Based On Investment Income | $534,738 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $442,799 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $442,799 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3,413 | EsPenaltyAmt |
| Tax Due | $95,352 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | FJS.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINA SHMOUKLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6463620039 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 EAST 22ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| AUDREY cappell | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | PRESIDENT | 10.0 | $0 | $0 | $0 |
| JESSICA HAWRYS | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | VICE PRESIDENT | 2.5 | $0 | $0 | $0 |
| KYLA BARKIN | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | SECRETARY/TREASURER | 4.0 | $0 | $0 | $0 |
| KADY SAFAR | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | DIRECTOR | 2.5 | $0 | $0 | $0 |
| ELIZABETH SIMONS | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | DIRECTOR | 2.5 | $0 | $0 | $0 |
| Patricia Weisenfeld | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | Director; VP Hannah Charitable | 4.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARINA SHMOUKLER | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | CFO | 40.0 | $193,506 | $59,752 | $0 |
| NICOLA MCINTYRE AS OF 62017 | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | CHIEF EXEC. OFFICER | 40.0 | $163,456 | $36,166 | $0 |
| ELENA FAYN | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | CONTROLLER | 40.0 | $117,588 | $36,346 | $0 |
| JOSE SANTIAGO | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | FACILITIES MANAGER | 40.0 | $103,601 | $39,702 | $0 |
| AMANDA L VANDEVEN | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | COMMUNICATIONS OFFIC | 40.0 | $94,765 | $38,068 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 11 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MSA Security | |||||
| 9 Murray Street | NEW YORK | NY | 10007 | security | $101,980 |
| Professionals for NonProfits | |||||
| 515 madison avenue 1100 | NEW YORK | NY | 10022 | recruitment | $75,594 |
| myhr partner Inc | |||||
| 7540 windsor dr 310 | ALLENTOWN | PA | 18195 | HR outsourcing | $56,262 |
| grant thornton llp | |||||
| 757 third avenue | NEW YORK | NY | 10017 | accounting | $52,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $278,085,723 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,689,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $46,630,085 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $377,405,096 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $377,405,096 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,661,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $371,744,020 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,587,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,587,201 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $534,738 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $25,000 | IncomeTaxAmt |
| Total Tax | $559,738 | TotalTaxAmt |
| Distributable Before Adj | $18,027,463 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,027,463 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,027,463 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,341,204 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $130,162 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $26,471,366 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $26,471,366 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,027,463 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,618,331 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,725,074 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,343,088 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,686,493 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,471,366 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $18,027,463 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,443,903 | RemainingDistriFromCorpusAmt |
| Total Corpus | $45,130,396 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $45,130,396 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $24,618,331 | ExcessFromYear3Amt |
| Excess From Year2 | $6,725,074 | ExcessFromYear2Amt |
| Excess From Year1 | $5,343,088 | ExcessFromYear1Amt |
| Excess From Current Year | $8,443,903 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | AUDREY SIMONS | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attachment 16 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 East 22nd street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | Grants Paid | GrantOrContributionPurposeTxt |
| Amt | $22,875,347 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,875,347 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attachment 17 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 East 22nd street | AddressLine1Txt |
| City | New york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | Grants Approved | GrantOrContributionPurposeTxt |
| Amt | $8,716,667 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,716,667 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $718,798 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $18,059 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,672,715 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| UNRELATED BUSINESS INCOME TAX REFUND | 01 | $25,000 | ||
| PORTFOLIO LOSS FROM INVESTMENTS IN LPS | 525990 | -$108,504 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$90,445 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,436,310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,345,865 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| The Audrey Simons Delaware Trust I | ||||||
| 1 | 500 STANTON C RD | NEWARK | DE | 19713 | $8,910,044 | Yes (X) |
| The Audrey Simons Delaware Trust II | ||||||
| 2 | 500 STANTON C RD | NEWARK | DE | 19713 | $44,560,026 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANT THORNTON LLP | $52,286 | $0 | $0 | $52,286 |
| FISCAL MANAGEMENT ASSOCIATES | $3,376 | $0 | $0 | $3,335 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS/LIMITED | FMV | $300,629,458 | $300,629,458 |
| PARTNERSHIPS |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB, BLOCK & PARTNERS LLP | CategoryTxt |
| Legal Fees | $9,406 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,129 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT RECEIVABLES | $25,934,401 | $46,630,085 | $46,630,085 |
| DEFERRED RENT | $45,132 | $48,800 | $48,800 |
| DUE FROM THIRD PARTIES | $0 | $110,321 | $110,321 |
| DUE FROM AFFILIATES | $0 | $626 | $626 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $254,422 | $0 | $0 | $258,335 |
| SECURITY | $116,101 | $115,648 | ||
| INSURANCE | $109,048 | $114,196 | ||
| PROGRAM DEVELOPMENT EXPENSE | $129,063 | $132,063 | ||
| COMMUNICATION EXPENSE | $27,973 | $23,082 | ||
| STAFF DEVELOPMENT EXPENSE | $16,081 | $16,206 | ||
| OTHER BOARD DEVELOPMENT | $13,308 | $12,328 | ||
| PENALTIES | $5,687 | |||
| STATE FILING FEES | $1,500 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Unrelated Business Income Tax Refund | $25,000 | $0 | $0 |
| Portfolio Income from Investments in | |||
| Limited Partnerships | $0 | -$551,569 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $27,487,593 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $1,113,583 | $1,833,414 |
| POSTRETIREMENT BENEFIT OBLIGATION | $0 | $244,645 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAM DEVELOPMENT CONSULTING | $135,359 | $0 | $0 | $143,231 |
| HR OUTSOURCING AND RECRUITMENT | $53,545 | $56,262 | ||
| OTHER CONSULTING SERVICES | $49,346 | $68,236 | ||
| BOARD DEVELOPMENT CONSULTING | $38,790 | $27,890 | ||
| FACILITIES MGT CONSULTING | $2,400 | $2,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| CURRENT & DEFERRED FEDERAL | ||||
| EXCISE TAX PROVISION | $1,466,832 | $0 | $0 | |
| FOREIGN TAXES | $63,818 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hannah Charitable LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 East 22nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 901026375 | EIN |
| Desc | The Foundation did not make a transfer to its disregarded entity in 2017. | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |