VAN AMERINGEN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- VAN AMERINGEN FOUNDATION INC (EIN 13-6125699)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349102523
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T10:15:43-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223778048 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lederer Levine & Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1099 Wall St West Suite 280 | AddressLine1Txt |
| City | Lyndhurst | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | 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 | 136125699 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN AMERINGEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANA | BusinessNameControlTxt |
| Phone | 2127586221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUGH HOGAN | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kenneth J Lederer | PreparerPersonNm |
| PTIN | P00396373 | PTIN |
| Phone | 2019333780 | PhoneNum |
| 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 | $105,035,847 | 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 | $1,930,593 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,930,593 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,569,287 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,781,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,569,287 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $55,953 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $5,555,833 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,499,880 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $238,883 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $238,733 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $57,586 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,759 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $50,558 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $75,318 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,341 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $70,228 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,590 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $959 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $39,791 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,669 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,005 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $482,971 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $462,096 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,188 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,074 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $7,320 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $102,100 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $102,100 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,738 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,934 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,049 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,049 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $140,275 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,307 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $111,010 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,228,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $507,131 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $634,805 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,296,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,296,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,524,695 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $507,131 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,930,805 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$968,862 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,992,749 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $98,004 | CashBOYAmt |
| Cash EOY | $156,160 | CashEOYAmt |
| Cash EOYFMV | $156,160 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,967,453 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,915,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,915,183 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,055 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $22,583 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $22,583 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $21,057,693 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $24,028,555 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,028,555 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $62,059,870 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,580,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $71,580,158 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,656,475 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,600,885 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,600,885 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $59,238 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,087 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,258 | LandBOYAmt |
| Land EOY | $39,151 | LandEOYAmt |
| Land EOYFMV | $39,151 | LandEOYFMVAmt |
| Other Assets BOY | $2,954,684 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,693,172 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,693,172 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $96,804,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,035,847 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $105,035,847 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $48,760 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $52,036 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $48,760 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,036 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $96,755,732 | UnrestrictedBOYAmt |
| Unrestricted EOY | $104,983,811 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,755,732 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $104,983,811 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,804,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,035,847 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,755,732 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$968,862 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,196,941 | OtherIncreasesAmt |
| Subtotal | $104,983,811 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $104,983,811 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS Publicly Traded Investments | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-12-31 | AcquiredDt |
| Sold | 2017-12-31 | SoldDt |
| Gross Sales Price | $15,781,158 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,211,871 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,569,287 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,569,287 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,569,287 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,308,643 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $92,818,898 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05719 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,600,389 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $102,960,204 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05439 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,127,855 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $104,458,838 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04909 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,368,793 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $93,383,477 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04678 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,330,504 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $82,604,825 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05242 | DistributionYr5Rt |
| Total Distribution | 0.259885 | TotalDistributionRt |
| Average Distribution | 0.051977 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $97,954,697 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,091,391 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $49,927 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,141,318 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,930,805 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $49,927 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $49,927 | SubtotalAmt |
| Tax Based On Investment Income | $49,927 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $64,665 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $64,665 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $125 | EsPenaltyAmt |
| Overpayment | $14,613 | OverpaymentAmt |
| Applied To ES Tax | $14,613 | AppliedToESTaxAmt |
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 |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | 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 | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.vanamfound.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hugh Hogan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127586221 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Hugh Hogan | |||||||
| 509 MADISON AVE | NEW YORK | NY | 10011 | Executive Dir. | 40.00 | $238,733 | $31,302 |
| kenneth a kind | |||||||
| 509 MADISON AVE | NEW YORK | NY | 10011 | PRes/Treas | 0.00 | $0 | |
| maurizio j morello | |||||||
| 509 MADISON AVE | NEW YORK | NY | 10011 | VP & SECRETARY | 0.00 | $0 | |
| jUDITH bECK | |||||||
| 509 MADISON AVE | NEW YORK | NY | 10011 | Director | 0.00 | $0 | |
| ALEXANDRA A HERZAN | |||||||
| 509 MADISON AVE | NEW YORK | NY | 10011 | Director | 0.00 | $0 | |
| CHRISTINA KIND | |||||||
| 509 MADISON AVE | NEW YORK | NY | 10011 | Director | 0.00 | $0 | |
| ANDREW KINDFULLER | |||||||
| 509 MADISON AVE | NEW YORK | NY | 10011 | Director | 0.00 | $0 | |
| vALERIE KIND-RUBIN | |||||||
| 509 MADISON AVE | NEW YORK | NY | 10011 | Director | 0.00 | $0 | |
| LAURA MCKENNA | |||||||
| 509 MADISON AVE | NEW YORK | NY | 10011 | Director | 0.00 | $0 | |
| CLARENCE J SUNDRAM | |||||||
| 509 MADISON AVE | NEW YORK | NY | 10011 | Director | 0.00 | $0 | |
| Henry P Van Ameringen | |||||||
| 509 MADISON AVE | New York | NY | 10011 | Director | 0.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Drew Epstein | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 Madison Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Oper. Manager | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $57,801 | CompensationAmt |
| Employee Benefits | $17,711 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $94,764,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,316,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $365,620 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $99,446,393 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $99,446,393 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,491,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $97,954,697 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,897,735 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,897,735 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,927 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,927 | TotalTaxAmt |
| Distributable Before Adj | $4,847,808 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,847,808 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,847,808 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,930,805 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,930,805 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $49,927 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,880,878 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,847,808 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $281,521 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $57,157 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $537,241 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $838,932 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,714,851 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,930,805 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,847,808 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,082,997 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,797,848 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $281,521 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,516,327 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $57,157 | ExcessFromYear3Amt |
| Excess From Year2 | $537,241 | ExcessFromYear2Amt |
| Excess From Year1 | $838,932 | ExcessFromYear1Amt |
| Excess From Current Year | $1,082,997 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Hugh Hogan | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 Madison Avenue Suite 2010 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127586221 | RecipientPhoneNum |
| Recipient Email Address | www.vanamfound.org/apply-for-a-grant | RecipientEmailAddressTxt |
| Form And Info And Materials | DETAILED INSTRUCTIONS ON WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIES-PER WESBITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION FUNDS INNOVATIVE AND PRACTICAL PROGRAMS FOR EARLY INTERVENTION, ADVOCACY AND INCREASED ACCESSIBILITY OF MENTAL HEALTH SERVICES FOR PEOPLE AND COMMUNITIES WITH LIMITED FINANCIAL MEANS AND OPPORTUNITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Schedule Attached | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | various | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | none | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | various | GrantOrContributionPurposeTxt |
| Amt | $5,296,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,296,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,930,593 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $3,569,287 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI Interest | Desc |
| Related Or Exempt Function Incm | $55,953 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,499,880 | ExclusionAmt |
| Related Or Exempt Function Incm | $55,953 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,555,833 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | PRI Interest | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $39,791 | Amt |
| Net Investment Income | $9,669 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,005 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,600,885 | EOYBookValueAmt |
| EOYFMV | $3,600,885 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $48,783,833 | $48,783,833 |
| INT'L FLAVORS & FRAGNACES, INC | $21,162,887 | $21,162,887 |
| NB STRATEGIC INCOME FD | $1,633,438 | $1,633,438 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,182,754 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,182,754 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $19,845,801 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $19,845,801 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $4,738 | $474 | $4,264 | $4,264 |
| Improvements | $54,500 | $19,613 | $34,887 | $34,887 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,590 | LegalFeesAmt |
| Net Investment Income | $959 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST&DIVIDENDS RECEIVABLE | $286,249 | $292,594 | $292,594 |
| Program Related Investments | $2,657,143 | $2,389,286 | $2,389,286 |
| Security Deposits | $11,292 | $11,292 | $11,292 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER RELATED EXPENSE | $28,191 | $564 | $26,363 |
| FOREIGN INVESTMENT TAXES | $24,015 | $24,015 | |
| INSURANCE | $4,373 | $4,373 | |
| MEETING RELATED EXPENSE | $62,187 | $62,187 | |
| NYC DEP OF LAW | $1,500 | $1,500 | |
| OFFICE EXPENSE | $11,245 | $1,125 | $9,804 |
| POSTAGE & MESSINGER SERVICES | $1,385 | $1,368 | |
| SUBSCRIPTION & MEMBERSHIPS | $1,351 | $365 | |
| TELEPHONE | $6,028 | $603 | $5,050 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI Interest | Desc |
| Revenue And Expenses Per Books | $55,953 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consulting | $20,875 | $0 | $0 | $18,188 |
| Investment Advisory Fees | $462,096 | $462,096 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $54,074 | Amt |
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