JOHN L NEU FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOHN L NEU FAMILY FOUNDATION INC (EIN 13-3731089)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349101983
- Schema version
- 2016v3.1
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T12:10:41-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berdon LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 Madison Ave | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133731089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND WENDY NEU FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WENDY K NEU | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6464676700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 FIFTH AVENUE Suite 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY K NEU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6464676700 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAL ZEMEL | PreparerPersonNm |
| PTIN | P00067495 | PTIN |
| Phone | 2128320400 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.22.173.199 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26377420173195000014 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4F2CB5ADB05D59924FF02C69F91C417790E84948 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EEF44AD3005CFDE96A8E7FE98869E17D0C01397D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,174,912 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $66,196 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,196 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$51,739 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,457 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,196 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $491 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $491 | InterestNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $14,682 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,419 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,173 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,910 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,511,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,511,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,531,573 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,910 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,521,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,517,116 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,286 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,220,287 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,452,869 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,452,869 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $654 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $654 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $654 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $400,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $400,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $198,800 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,302,166 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,516,384 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,485,755 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $36,834 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $36,834 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,923,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,406,741 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,174,912 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $750 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $750 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,923,107 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,405,991 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,923,107 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,405,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,923,107 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,406,741 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,923,107 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,517,116 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,405,991 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,405,991 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DISPOSITION OF SUSA EUROPEAN EQUITIES FUND | PropertyDesc |
| Acquired | 2015-03-30 | AcquiredDt |
| Sold | 2016-09-16 | SoldDt |
| Cost Or Other Basis | $51,739 | CostOrOtherBasisAmt |
| Gain Or Loss | -$51,739 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$51,739 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$51,739 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,504,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,569,880 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.278801 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,749,237 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,034,579 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.351256 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,577,199 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,178,634 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.690761 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,522,130 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,410,957 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.530415 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,445,338 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,410,290 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.308484 | DistributionYr5Rt |
| Total Distribution | 3.159717 | TotalDistributionRt |
| Average Distribution | 0.631943 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,119,513 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,763,012 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $563 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,763,575 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,521,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,126 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,126 | SubtotalAmt |
| Tax Based On Investment Income | $1,126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,654 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,654 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,528 | OverpaymentAmt |
| Applied To ES Tax | $8,528 | 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 |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDY K NEU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6464676700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 FIFTH AVENUE SUITE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| WENDY K NEU | ||||||||
| 63 WEST 17TH STREET APT 8A | NEW YORK | NY | 10011 | PRESIDENT/DIRECTOR | 0.25 | $0 | $0 | $0 |
| PETER KELMAN | ||||||||
| 120 FIFTH AVENUE SUITE 600 | NEW YORK | NY | 10011 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| STEVE NISLICK | ||||||||
| 120 FIFTH AVENUE SUITE 600 | NEW YORK | NY | 10011 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JACQUELINE KELMAN BISBEE | ||||||||
| 120 FIFTH AVENUE SUITE 600 | NEW YORK | NY | 10011 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $192,708 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,017,049 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,048,632 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,258,389 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,258,389 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,876 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,119,513 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $455,976 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $455,976 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,126 | TotalTaxAmt |
| Distributable Before Adj | $454,850 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $454,850 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $454,850 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,521,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,521,650 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,521,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $454,850 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $3,725,147 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,001,822 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,318,369 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,647,534 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,876,006 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,568,878 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,521,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $454,850 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,066,800 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,635,678 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,725,147 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,910,531 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,001,822 | ExcessFromYear4Amt |
| Excess From Year3 | $3,318,369 | ExcessFromYear3Amt |
| Excess From Year2 | $2,647,534 | ExcessFromYear2Amt |
| Excess From Year1 | $2,876,006 | ExcessFromYear1Amt |
| Excess From Current Year | $4,066,800 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | DONATION TO HELP SAVE WILDLIFE AND TO PROTECT THE EARTH AND THE NATURAL SYSTEMS WHICH ALL LIFE DEPENDS ON. | $1,100,000 | |
| TRUSTEES OF COLUMBIA UNIVERISTY | ||||||||
| 535 W 116TH ST 211 | NEW YORK | NY | 10027 | NONE | PC | DONATION TO THE CENTER FOR CHILDREN'S ENVIRONMENTAL HEALTH | $250,000 | |
| BRENNAN CENTER FOR JUSTICE | ||||||||
| 161 6TH AVENUE 12 | NEW YORK | NY | 10013 | NONE | PC | DONATION TO SUPPORT THE LAWS AND TO HELP FIGHT DEMOCRACY AND JUSTICE. | $250,000 | |
| MHANY MANAGEMENT INC | ||||||||
| ONE METRO TECH CENTER NORTH | BROOKLYN | NY | 11201 | NONE | PC | DONATION TO HELP PROMOTE, DEVELOP AND MANAGE AFFORDABLE HOUSING IN NEW YORK. | $20,000 | 11TH FL |
| NY COMMUNITIES ORGANIZING FUND INC | ||||||||
| 447 NEW LOTS AVENUE EAST NEW YORK | BROOKLYN | NY | 11207 | NONE | PC | DONATION TO HELP EMPOWER LOW TO MODERATE INCOME NEW YORKERS TO HELP THEMSELVES. | $5,000 | |
| BASEL ACTION NETWORK | ||||||||
| 206 1ST AVE S SUITE 410 | SEATTLE | WA | 98104 | NONE | PC | TO HELP SAFEGAURD PEOPLE AND THE EARTH FROM TOXIC WASTE TRADE | $50,000 | |
| THE SIERRA CLUB FOUNDATION | ||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | NONE | PC | DONATION TO THE LEATHERBACK TURTLE FESTIVAL, PUERTO RICO CHAPTER. | $5,000 | |
| PETA | ||||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | NONE | PC | DONATION TO HELP STOP ANIMAL CRUELTY. | $200,000 | |
| COMPANION ANIMAL PLACEMENT | ||||||||
| 279 TROY ROAD SUITE 9 | RENSSELAER | NY | 12144 | NONE | PC | DONATION TO HELP RESCUE AND PLACE HOMELESS COMPANION ANIMALS IN LOVING HOMES AND TO PROVIDE ASSISTANCE AND EDUCATION REGARDING COMPANION ANIMALS TO CURRENT, PROSPECTIVE AND NEW OWNERS AS WELL AS TO THE GENERAL PUBLIC. | $340,000 | |
| LOWER EASTSIDE ECOLOGY CENTER | ||||||||
| PO BOX 20488 | NEW YORK | NY | 10009 | NONE | PC | DONATION TO HELP SUPPORT ALL THE ECOLOGICAL PROGRAMS. | $5,000 | |
| WETA | ||||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PC | DONATION FOR THE PBS NEWS HOUR | $150,000 | |
| THIRTEENWNET | ||||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | NONE | PC | DONATION TO SUPPORT ONE OF AMERICA'S MOST RESPECTED AND INNOVATIVE PUBLIC MEDIA PROVIDERS. | $100,000 | |
| EDISON WETLANDS ASSOCIATION INC | ||||||||
| 206 TYLER RD | EDISON | NJ | 08820 | NONE | PC | DONATION TO HELP CLEAN UP THE HAZARDOUS WASTE SITES AND TO PRESERVE THE OPEN SPACE IN DENSELY POPULATED CENTRAL NEW JERSEY. | $15,000 | |
| NYNJ BAYKEEPER | ||||||||
| 52 W FRONT STREET | KEYPORT | NJ | 07735 | NONE | PC | DONATION TO HELP CONSERVE AND RESTORE THE HUDSON-RARITAN ESTUARY. | $40,000 | |
| THE WILD BIRD FUND | ||||||||
| 565 COLUMBUS AVE | NEW YORK | NY | 10024 | NONE | PC | TO SUPPORT AND REHABITATE DISTRESSED WILDLIFE ANIMALS AND THEIR | $3,000 | |
| BARD COLLEGE | ||||||||
| 30 CAMPUS RD | ANNADALEONHUDSON | NY | 12504 | NONE | PC | DONAITON FOR EDUCATIONAL PURPOSES | $150,000 | |
| Uprose Inc | ||||||||
| 166A 22ND Street | Brooklyn | NY | 11232 | none | PC | Donation to help support the Latino community and to make Sunset Park a great place to live. | $75,000 | |
| Adopt-a-Pet | ||||||||
| 100 Warehouse Lane South | Elmsford | NY | 10523 | none | PC | Donation for the rescue and welfare of animals | $15,000 | |
| GOSO | ||||||||
| 75 East 116th Street | New York | NY | 10029 | none | PC | Reducing recidivism through education, job training and direct employment | $46,400 | Storefront |
| Hackensack Riverkeeper | ||||||||
| 231 Main Street | Hackensack | NJ | 07601 | none | PC | Donation to an independant, non-governmental advocate for the Hackensack River | $5,000 | |
| Sean casey Animal Rescue | ||||||||
| 153 East 3rd Street | Brooklyn | NY | 11218 | none | PC | Specializing in the rescue, rehabilitation and placement of dogs, cats, reptiles, birds and small mammals. | $5,000 | |
| The Last Great Ape Organization | ||||||||
| PO Box 32160 | Washington DC | DC | 20007 | none | PC | Wildlife Law Enforcement NGO in Africa because the survival of Africas great apes demanded urgent action. Without it, the great apes and many other endangered species will soon become extinct. LAGA was registered in Israel in December 2002 and operates in Cameroon. It is a field-based organization designed to establish the effective enforcement of local wildlife law that is critical to the survival of the threatened animals. | $75,000 | |
| The Action Center | ||||||||
| 1414 Wheatley St | Far Rockaway | NY | 11691 | none | PC | Making a positive impact on the lives and futures of children, youth, families and the communities we serve. | $100,000 | |
| The Sato Project | ||||||||
| 130 Water Street | Brooklyn | NY | 11201 | none | PC | The Sato Project is dedicated to rescuing abused and abandoned dogs from Puerto Rico. | $7,000 | |
| Tides Foundation | ||||||||
| 55 Exchange Place | New York | NY | 10005 | none | PC | Tides is a philanthropic partner and nonprofit accelerator dedicated to building a world of shared prosperity and social justice. bequest, philanthropic consulting | $1,500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,511,400 | TotalGrantOrContriPdDurYrAmt |
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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,196 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$51,739 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,457 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,457 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSES | CategoryTxt |
| Amt | $5,000 | Amt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NEW RESOURCE BANKS | StockNm |
| EOY Book Value | $400,000 | EOYBookValueAmt |
| EOYFMV | $198,800 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SAVANO CAPITAL PARTNERS II LP | AT COST | $175,194 | $367,667 |
| VINCI VERNIER OFFSHORE FUND LT | AT COST | $674,000 | $395,605 |
| AUTONOMY GLOBAL MACRO LIMITED | AT COST | $400,000 | $638,992 |
| BIRCH GROVE CREDIT STRATEGIES | AT COST | $745,000 | $584,664 |
| BLUEJAY HEALTH SCIENCES OFFSHO | AT COST | $0 | $0 |
| ELECTRON GLOBAL FUND LTD | AT COST | $900,000 | $904,256 |
| GARELICK CAPITAL PARTNERS QP | AT COST | $700,000 | $576,961 |
| GLOBEOP FIN SERVICES CAYMAN FD | AT COST | $850,000 | $1,017,610 |
| LRV CAPITAL FUND LTD | AT COST | $72,190 | $0 |
| SUSA EUROPEAN EQUITIES FUND | AT COST | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PREPAID INCOME TAX | $9,000 | $9,000 |
| LRV REDEMPTION RECEIVABLE | $27,834 | $27,834 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NYS FILING FEES | $1,500 | $1,500 | |
| FOUNDATION AD | $150 | $150 | |
| PASS-THROUGH INVESTMENT EXPENS | $9,419 | $9,419 | |
| PASS-THROUGH NON-DEDUCTIBLE | $13 | ||
| MISCELLANEOUS EXPENSE | $3,600 | $3,600 |
Comments