CARL MARKS FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CARL MARKS FOUNDATION INC (EIN 13-6169215)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201701329349101765
- Schema version
- 2015v3.0
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T12:18:10-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136169215 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Carl Marks Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW BOAS | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,202,530 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,140 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,140 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $156,183 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,183 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,979 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,979 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $224,302 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $224,302 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $66,015 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $66,015 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,050 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,050 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,723 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,723 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $87,029 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $87,029 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,721 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $595 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $12,751 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,751 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $310 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,815 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $214,414 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $905 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $207,383 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,399,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,399,975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,614,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $905 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,607,358 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,390,087 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,397 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,745,965 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,284,780 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,284,780 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,170,856 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,241,954 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,917,750 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $17,916,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,526,734 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,202,530 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $17,916,821 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,526,734 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,916,821 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,526,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,916,821 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,526,734 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,916,821 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,390,087 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,526,734 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,526,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $65,979 | GrossSalesPriceAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $65,979 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $65,979 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,979 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,641,695 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,072,774 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068197 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,000,594 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,104,460 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082997 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,041,277 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,215,890 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.131 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,418,678 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,895,862 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.105638 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,784,442 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,173,598 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065668 | DistributionYr5Rt |
| Total Distribution | 0.4535 | TotalDistributionRt |
| Average Distribution | 0.0907 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,448,966 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,764,021 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,234 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,766,255 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,607,358 | 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 | $2,234 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,234 | SubtotalAmt |
| Tax Based On Investment Income | $2,234 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,532 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,532 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,298 | OverpaymentAmt |
| Applied To ES Tax | $2,298 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Andrew M Boas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairman / Co-Pres / Dir | 1.0 | $0 | $0 | $0 |
| Carol A Boas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Treas | 1.0 | $0 | $0 | $0 |
| Carol L Boas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Asst Treas | 1.0 | $0 | $0 | $0 |
| Rick Boas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir/ Vice Chair | 1.0 | $0 | $0 | $0 |
| Mark Claster | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Pres / Dir | 1.0 | $0 | $0 | $0 |
| Susan B Claster | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Vice Chair | 1.0 | $0 | $0 | $0 |
| Jack Levins | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Asst Sec / Asst Trea | 1.0 | $0 | $0 | $0 |
| Kate Liebman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN SHANKMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 RIVERSIDE AVE STE 202A | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM ADMIN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $66,015 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nancy and Edwin Marks Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Third Avenue - 33rd Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Philanthropic | ServiceTypeTxt |
| Compensation | $86,154 | CompensationAmt |
| 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 | $16,868,592 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,876,551 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,745,143 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,745,143 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $296,177 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,448,966 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $972,448 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $972,448 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,234 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,234 | TotalTaxAmt |
| Distributable Before Adj | $970,214 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $970,214 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $970,214 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,607,358 | 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 | $2,607,358 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,234 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,605,124 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $970,214 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $1,089,026 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,895,514 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $832,586 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $483,350 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,300,476 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,607,358 | QualifyingDistributionsAmt |
| Applied To Current Year | $970,214 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,637,144 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,937,620 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,937,620 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,089,026 | ExcessFromYear4Amt |
| Excess From Year3 | $1,895,514 | ExcessFromYear3Amt |
| Excess From Year2 | $832,586 | ExcessFromYear2Amt |
| Excess From Year1 | $483,350 | ExcessFromYear1Amt |
| Excess From Current Year | $1,637,144 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Andrew M Boas | ContributingManagerNm |
| Contributing Manager | Mark Claster | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (168 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACHIEVEMENT FIRST INC | |||||||||||
| 335 ADAMS ST | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $700,000 | ||||
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $2,500 | ||||
| AMERICA NEEDS YOU | |||||||||||
| 589 8TH AVE 5TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $8,000 | ||||
| AMERICAN CANCER SOCIETY | |||||||||||
| 250 WILLIAMS ST | ATLANTA | GA | 30303 | N/A | PC | Babes Against Cancer campaign at Fresh Meadow Country Club | $500 | ||||
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S | |||||||||||
| 633 3RD AVE 20TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 | ||||
| AMERICAN DIABETES ASSOCIATION | |||||||||||
| 1701 N BEAUREGARD ST | ALEXANDRIA | VA | 22311 | N/A | PC | General & Unrestricted | $100 | ||||
| AMERICAN DIABETES ASSOCIATION I NC | |||||||||||
| 55 E MONROE ST 3420 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $1,000 | ||||
| AMERICAN DIABETES ASSOCIATION INC | |||||||||||
| 333 7TH AVE 17TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $500 | ||||
| AMERICAN FRIENDS OF SHALVA ISRAEL INC | |||||||||||
| 315 5TH AVE 6TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $500 | ||||
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC | |||||||||||
| ONE BATTERY PARK PLZ 25TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $3,000 | ||||
| AMERICAN FRIENDS OF THE SOROKA MEDICAL CENTER OF T | |||||||||||
| PO BOX 184H | SCARSDALE | NY | 10583 | N/A | PC | General & Unrestricted | $1,000 | ||||
| AMERICAN FRIENDS OF THE SOROKA MEDICAL CENTER OF T | |||||||||||
| PO BOX 184H | SCARSDALE | NY | 10583 | N/A | PC | Boas Day Care Center for Children | $500 | ||||
| AMERICARES FOUNDATION INC | |||||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $50,000 | ||||
| AMORE OPERA INC | |||||||||||
| PO BOX 231368 | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $1,000 | ||||
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO | |||||||||||
| 225 E CHICAGO AVE BOX 4 | CHICAGO | IL | 60611 | N/A | PC | General & Unrestricted | $500 | ||||
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO | |||||||||||
| 225 E CHICAGO AVE BOX 4 | CHICAGO | IL | 60611 | N/A | PC | The Patient Emergency Fund, and The Nepal Outreach Program and Fourth Year Fellowship Program administered by Dr. Leah Harris | $100,000 | ||||
| ANTI-DEFAMATION LEAGUE | |||||||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | PC | General & Unrestricted | $1,000 | ||||
| ANTI-DEFAMATION LEAGUE OF BNAI BRITH - CONNECTICUT | |||||||||||
| 1952 WHITNEY AVE 3RD FL | HAMDEN | CT | 06517 | N/A | PC | General & Unrestricted | $5,000 | ||||
| APPALACHIAN MOUNTAIN CLUB | |||||||||||
| 5 JOY ST | BOSTON | MA | 02108 | N/A | PC | Annual Fund | $25,000 | ||||
| APPALACHIAN MOUNTAIN CLUB | |||||||||||
| 5 JOY ST | BOSTON | MA | 02108 | N/A | PC | Annual Fund, Trails Protection Fund, and Conservation Fellowships | $50,000 | ||||
| ARBOR BROTHERS INC | |||||||||||
| 56 E 126TH ST 1 | NEW YORK | NY | 10035 | N/A | PC | General & Unrestricted | $10,000 | ||||
| BE THE MATCH FOUNDATION | |||||||||||
| 500 N 5TH ST | MINNEAPOLIS | MN | 55401 | N/A | PC | General & Unrestricted | $6,000 | ||||
| BERNARD M BARUCH COLLEGE | |||||||||||
| ONE BERNARD BARUCH WAY BOX A-1603 | NEW YORK | NY | 10010 | N/A | GOV | The Zicklin School of Business, Graduate School Division | $500 | ||||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||||
| 33 E 33RD ST 7TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $300 | ||||
| BLUE ENGINE INC | |||||||||||
| 75 BROAD ST RM 2900 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $17,500 | ||||
| BRANDEIS UNIVERSITY - SCHOLARSHIP | |||||||||||
| MS 027 415 S ST | WALTHAM | MA | 02453 | N/A | PC | Scholarship fund | $1,000 | ||||
| BRIGHTFOCUS FOUNDATION | |||||||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | N/A | PC | Alzheimer's Disease Research Fund | $100 | ||||
| BRONX CHARTER SCHOOL FOR CHILDREN | |||||||||||
| 388 WILLIS AVE | BRONX | NY | 10454 | N/A | PC | General & Unrestricted | $1,000 | ||||
| BUILDERS BEYOND BORDERS | |||||||||||
| 66 FORT POINT ST | NORWALK | CT | 06855 | N/A | PC | General & Unrestricted | $2,500 | ||||
| BUILDERS BEYOND BORDERS | |||||||||||
| 66 FORT POINT ST | NORWALK | CT | 06855 | N/A | PC | B3 Bailey Blaikie Initiative | $250 | ||||
| CARDINAL SHEHAN CENTER | |||||||||||
| 1494 MAIN ST | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $500 | ||||
| CHAI LIFELINE INC | |||||||||||
| 151 W 30TH ST | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $2,500 | ||||
| CHERRY CREEK SCHOOLS FOUNDATION | |||||||||||
| 4700 S YOSEMITE ST STE 1 | GREENWOOD VILLAGE | CO | 80111 | N/A | PC | General & Unrestricted | $35,000 | ||||
| CHILD ABUSE PREVENTION SERVICES INC | |||||||||||
| PO BOX 176 | ROSLYN | NY | 11576 | N/A | PC | Journal ad | $300 | ||||
| CLASP HOMES INC | |||||||||||
| 246 POST RD E | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $7,500 | ||||
| CNATURENET | |||||||||||
| 808 14TH AVE SE | MINNEAPOLIS | MN | 55414 | N/A | PC | General & Unrestricted | $5,000 | ||||
| CONCERN WORLDWIDE U S INC | |||||||||||
| 355 LEXINGTON AVE 19TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 | ||||
| CONNECTICUT CHALLENGE INC | |||||||||||
| 250 PEQUOT AVE | SOUTHPORT | CT | 06890 | N/A | PC | General & Unrestricted | $500 | ||||
| CONNECTICUT FOOD BANK INC | |||||||||||
| PO BOX 8686 | NEW HAVEN | CT | 06512 | N/A | PC | General & Unrestricted | $5,000 | ||||
| CONNECTICUT HOSPICE INC | |||||||||||
| 100 DOUBLE BEACH RD | BRANFORD | CT | 06405 | N/A | PC | Fay Fund | $15,000 | ||||
| CONSERVACION PATAGONICA | |||||||||||
| 1606 UNION ST | SAN FRANCISCO | CA | 94123 | N/A | PC | General & Unrestricted | $2,500 | ||||
| CORNELL UNIVERSITY - COLLEGE OF VETERINARY MEDICIN | |||||||||||
| PO BOX 223623 | PITTSBURGH | PA | 15251 | N/A | PC | Patient Assistance program, in memory of Chester Hartenstein DVM '45, the Chester Hartenstein DVM '45 Memorial Lecture Series, in memory of Florence Hartenstein | $10,000 | ||||
| COUNCIL ON FOREIGN RELATIONS INC | |||||||||||
| 58 E 68TH ST | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $5,000 | ||||
| CT AGAINST GUN VIOLENCE EDUCATION FUND INC | |||||||||||
| PO BOX 523 | SOUTHPORT | CT | 06890 | N/A | PC | General & Unrestricted | $1,000 | ||||
| CYPRESS HILLS LOCAL DEVELOPMENT CORPORATION INC | |||||||||||
| 625 JAMAICA AVE | BROOKLYN | NY | 11208 | N/A | PC | College Persistence Program | $50,000 | ||||
| DOCTORS WITHOUT BORDERS USA INC | |||||||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $40,000 | ||||
| DOULA PROGRAM TO ACCOMPANY AND COMFORT INC | |||||||||||
| 55 EXCHANGE PL STE 402 | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $5,000 | ||||
| DUKE UNIVERSITY | |||||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Annual Fund | $2,500 | ||||
| EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE OF BEN | |||||||||||
| 7802 BAY PKWY | BROOKLYN | NY | 11214 | N/A | PC | General & Unrestricted | $12,000 | ||||
| EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE OF BEN | |||||||||||
| 7802 BAY PKWY | BROOKLYN | NY | 11214 | N/A | PC | Community Support Fund | $18,000 | ||||
| EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE OF BEN | |||||||||||
| 7802 BAY PKWY | BROOKLYN | NY | 11214 | N/A | PC | Marjorie Marks Boas Rooftop Pavilion Project | $5,000 | ||||
| ENCOURAGE KIDS FOUNDATION | |||||||||||
| 1560 BROADWAY STE 600 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $1,500 | ||||
| EVERY MOTHER COUNTS | |||||||||||
| 180 VARICK ST RM 1116 | NEW YORK | NY | 10014 | N/A | PC | Charitable Event | $4,000 | ||||
| FACING HISTORY AND OURSELVES NATIONAL FOUNDATION | |||||||||||
| 14 E 4TH ST STE 3003 | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $2,500 | ||||
| FERD AND GLADYS ALPERT JEWISH FAMILY & CHILDRENS S | |||||||||||
| 5841 CORPORATE WAY STE 200 | WEST PALM BEACH | FL | 33407 | N/A | PC | General & Unrestricted | $1,000 | ||||
| FIGURE SKATING IN HARLEM INC | |||||||||||
| 361 W 125TH ST | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $40,000 | ||||
| FIVER CHILDRENS FOUNDATION INC | |||||||||||
| 519 8TH AVE 24TH FL | NEW YORK | NY | 10018 | N/A | PC | Step Up and Beyond Program | $50,000 | ||||
| FRESH AIR FUND | |||||||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $150 | ||||
| FRIENDS OF BAXTER STATE PARK | |||||||||||
| PO BOX 322 | BELFAST | ME | 04915 | N/A | PC | General & Unrestricted | $1,000 | ||||
| FRIENDS OF BURLEY | |||||||||||
| 1630 W BARRY AVE | CHICAGO | IL | 60657 | N/A | PC | General & Unrestricted | $20,000 | ||||
| FRIENDS OF THE CHILDREN NEW YORK | |||||||||||
| PO BOX 1649 | NEW YORK | NY | 10026 | N/A | PC | General & Unrestricted | $50,000 | ||||
| FRIENDS OF THE LEVITT PAVILION INC | |||||||||||
| 260 S COMPO RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $1,000 | ||||
| FRIENDS OF THE MANHATTAN SCHOOL FOR CHILDREN INC | |||||||||||
| 154 W 93RD ST | NEW YORK | NY | 10025 | N/A | PC | Music Program | $7,500 | ||||
| FRIENDS OF THE NORWALK RIVER VALLEY TRAIL INC | |||||||||||
| 115 NOD HILL RD | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $250 | ||||
| FRIENDS OF YEMIN ORDE INC | |||||||||||
| 4340 E-W HWY STE 202 | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $2,300 | ||||
| FUTURES WITHOUT VIOLENCE | |||||||||||
| 100 MONTGOMERY ST | SAN FRANCISCO | CA | 94129 | N/A | PC | General & Unrestricted | $5,000 | ||||
| GABBY KRAUSE FOUNDATION | |||||||||||
| PO BOX 4905 | ENGLEWOOD | CO | 80155 | N/A | PC | General & Unrestricted | $1,200 | ||||
| GO CAMPAIGN | |||||||||||
| 2461 SANTA MONICA BLVD 437 | SANTA MONICA | CA | 90404 | N/A | PC | Recycled Orchestra With Favio Fund | $1,000 | ||||
| GO PHILANTHROPIC CHARITABLE FUND | |||||||||||
| 350 WOOLSTON RD | PITTSFORD | NY | 14534 | N/A | PC | HUSK For Communities--House Rebuilds, Change 4 Change, Cooking Classes, Softies | $5,000 | ||||
| GRASSROOTS LEADERSHIP INC | |||||||||||
| PO BOX 36006 | CHARLOTTE | NC | 28236 | N/A | PC | Youth Rise Texas Project | $1,000 | ||||
| GREG RICHARDS LARRY POLATSCH AND SCOTT WEINGARD ME | |||||||||||
| 4 EDGEWOOD DR | RYE BROOK | NY | 10573 | N/A | PC | General & Unrestricted | $1,000 | ||||
| GURWIN JEWISH GERIATRIC FOUNDATION INC | |||||||||||
| 68 HAUPPAUGE RD | COMMACK | NY | 11725 | N/A | PC | General & Unrestricted | $3,000 | ||||
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||||||
| 51 AUSTIN ST | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $7,500 | ||||
| HADASSAH FOUNDATION INC | |||||||||||
| 40 WALL ST | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $500 | ||||
| HELEN KELLER INTERNATIONAL INC | |||||||||||
| 352 PARK AVE S 12 FL | NEW YORK | NY | 10010 | N/A | PC | Child Sight Bridgeport Project | $40,000 | ||||
| HOMES WITH HOPE INC | |||||||||||
| 49 RICHMONDVILLE AVE STE 112 | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $5,500 | ||||
| HORN OF AFRICA EDUCATION DEVELOPMENT FUND | |||||||||||
| CHRISTOPHER HAYS WOJCIK MAVRIC | WORCESTER | MA | 01608 | N/A | PC | Abaarso School Program | $2,500 | ||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | The Steven M. Podos MD Symposium and Lecture | $10,000 | ||||
| INDEGO AFRICA PROJECT | |||||||||||
| 51 W 52ND ST STE 2300 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $5,000 | ||||
| INSTITUTE OF NOETIC SCIENCES | |||||||||||
| 625 2ND ST STE 200 | PETALUMA | CA | 94952 | N/A | PC | General & Unrestricted | $1,500 | ||||
| INTERFAITH NUTRITION NETWORK | |||||||||||
| 211 FULTON AVE | HEMPSTEAD | NY | 11550 | N/A | PC | General & Unrestricted | $3,500 | ||||
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | General & Unrestricted | $40,000 | ||||
| ISRAEL CANCER RESEARCH FUND INC | |||||||||||
| 295 MADISON AVE RM 1030 | NEW YORK | NY | 10017 | N/A | PC | to support cancer research in Israel and to dedicate the Commemorative Page in ICRF's publication to S. Donald Friedman | $1,000 | ||||
| ITNCOASTALCT INC | |||||||||||
| 303 LINWOOD AVE | FAIRFIELD | CT | 06824 | N/A | PC | General & Unrestricted | $250 | ||||
| JDRF INTERNATIONAL | |||||||||||
| 26 BROADWAY 14TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $3,000 | ||||
| JEWISH FEDERATION OF PALM BEACH COUNTY INC | |||||||||||
| 4601 COMMUNITY DR | WEST PALM BEACH | FL | 33417 | N/A | PC | General & Unrestricted | $11,500 | ||||
| JEWISH FEDERATION OF PALM BEACH COUNTY INC | |||||||||||
| 4601 COMMUNITY DR | WEST PALM BEACH | FL | 33417 | N/A | PC | The Main Event Jeanne Levy Community Leadership Award Tribute Journal | $180 | ||||
| JEWISH HOME LIFECARE MANHATTAN | |||||||||||
| 120 W 106TH ST | NEW YORK | NY | 10025 | N/A | PC | Geriatric Career Development Program | $50,000 | ||||
| JEWISH MUSEUM | |||||||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | N/A | PC | Jewish Museum's Payson Media Fund | $12,500 | ||||
| KIDS OF NYU FOUNDATION INC | |||||||||||
| C/O AJ SERVICE CO 902 BROADWAY | NEW YORK | NY | 10010 | N/A | PC | Charitable Event | $2,500 | ||||
| KOREA FOUNDATION FOR WOMEN | |||||||||||
| N/A | NC | Expenditure Responsibility Grant | $55,000 | 5F KOREA FDN FOR WOMEN BLDG 448-17 | SEOUL | SEOGYO-DONG, MAPO | KN | ||||
| LEARNING ALLY | |||||||||||
| 20 ROSZEL RD | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $5,000 | ||||
| LEUKEMIA & LYMPHOMA SOCIETY INC - NEW YORK CITY C | |||||||||||
| 61 BROADWAY STE 400 | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $100 | ||||
| LIGHTHOUSE FOR THE BLIND OF PALM BEACHES INC | |||||||||||
| 1715 E TIFFANY DR | WEST PALM BCH | FL | 33407 | N/A | PC | General & Unrestricted | $100 | ||||
| LONG ISLAND CHILDRENS MUSEUM | |||||||||||
| 11 DAVIS AVE | GARDEN CITY | NY | 11530 | N/A | PC | General & Unrestricted | $1,000 | ||||
| Luis Hernandez | |||||||||||
| 142 Henry st apt 2b | Stamford | CT | 06902 | NONE | I | Hardship Assistance Grant | $5,000 | ||||
| LUMITY | |||||||||||
| 55 W VAN BUREN ST STE 420 | CHICAGO | IL | 60605 | N/A | PC | General & Unrestricted | $3,000 | ||||
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | |||||||||||
| 1111 STEWART AVE | BETHPAGE | NY | 11714 | N/A | PC | Charitable Event | $1,000 | ||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | Rare Cancers Project | $250 | ||||
| MORRYS CAMP INC | |||||||||||
| 350 EXECUTIVE BLVDSTE 125 | ELMSFORD | NY | 10523 | N/A | PC | General & Unrestricted | $150,000 | ||||
| MORSELIFE FOUNDATION INC | |||||||||||
| 4847 FRED GLADSTONE DR | WEST PALM BCH | FL | 33417 | N/A | PC | General & Unrestricted | $1,100 | ||||
| MOVEMENT STRATEGY CENTER | |||||||||||
| 436 14TH ST 5TH FL | OAKLAND | CA | 94612 | N/A | PC | Movement Generation Project | $3,000 | ||||
| NATIONAL COMMITTEE FOR THE PREVENTION OF ELDER ABU | |||||||||||
| 1730 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $5,000 | ||||
| NEW ECONOMY COALITION INC | |||||||||||
| 89 S ST STE 406 | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $1,000 | ||||
| NEW HEIGHTS YOUTH INC | |||||||||||
| 2576 BROADWAY PMB 213 | NEW YORK | NY | 10025 | N/A | PC | College Assist Program | $40,000 | ||||
| NEW YORK PRESBYTERIAN HOSPITAL - COLUMBIA UNIVERSI | |||||||||||
| 525 E 68TH ST BOX 123 | NEW YORK | NY | 10032 | N/A | PC | General & Unrestricted | $1,000 | ||||
| NORTH SHORE CHILD AND FAMILY GUIDANCE ASSOCIATION | |||||||||||
| 480 OLD WESTBURY RD | ROSLYN HTS | NY | 11577 | N/A | PC | The Nancy A. Marks Nature Play Space for children and families at the Marks Family Right from the Start Center | $5,000 | ||||
| NORTHWELL HEALTH FOUNDATION | |||||||||||
| 125 COMMUNITY DR | GREAT NECK | NY | 11021 | N/A | PC | Cohen's Children's Medical Center Division | $5,000 | ||||
| NORTHWELL HEALTH FOUNDATION | |||||||||||
| 125 COMMUNITY DR | GREAT NECK | NY | 11021 | N/A | PC | Pediatric Retina Camera Fund | $500 | ||||
| NORTHWELL HEALTH FOUNDATION | |||||||||||
| 125 COMMUNITY DR | GREAT NECK | NY | 11021 | N/A | PC | Adopt A Family Program | $500 | ||||
| NORTHWELL HEALTH FOUNDATION | |||||||||||
| 125 COMMUNITY DR | GREAT NECK | NY | 11021 | N/A | PC | AWSM Feinstein Institute Program | $2,500 | ||||
| NORTHWELL HEALTH FOUNDATION | |||||||||||
| 125 COMMUNITY DR | GREAT NECK | NY | 11021 | N/A | PC | Charitable Event | $25,000 | ||||
| NORTHWELL HEALTH FOUNDATION | |||||||||||
| 125 COMMUNITY DR | GREAT NECK | NY | 11021 | N/A | PC | Cohen Children's Medical Center | $1,000 | ||||
| NURSE FAMILY PARTNERSHIP | |||||||||||
| 1900 GRANT ST NO 400 | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $7,500 | ||||
| OPERATION FUEL INC | |||||||||||
| 75 CHARTER OAK AVE STE 2-240 | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $5,000 | ||||
| ORT AMERICA INC | |||||||||||
| 75 MAIDEN LN FL 10 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $180 | ||||
| OXALOSIS AND HYPEROXALURIA FOUNDATION | |||||||||||
| 201 E 19TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $500 | ||||
| PACK FOR A PURPOSE INC | |||||||||||
| 7604 THE POINTE | RALEIGH | NC | 27615 | N/A | PC | General & Unrestricted | $1,000 | ||||
| PALM BEACH COUNTRY CLUB FOUNDATION INC | |||||||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $1,000 | ||||
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||||||
| 888 COMMONWEALTH AVE 3RD FL | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $10,000 | ||||
| PARTNERSHIP FOR THE HOMELESS | |||||||||||
| 305 7TH AVE 13TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $250 | ||||
| PAUL SMITHS COLLEGE OF ARTS AND SCIENCES | |||||||||||
| PO BOX 265 | PAUL SMITHS | NY | 12970 | N/A | PC | International Paper John Dillon Park | $2,500 | ||||
| POPULATION COUNCIL INC | |||||||||||
| ONE DAG HAMMARSKJOLD PLZ | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $3,000 | ||||
| POSITIVE DIRECTIONS-THE CENTER FOR PREVENTION AND | |||||||||||
| 420 POST RD W | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $250 | ||||
| PROJECT SOUTH THE INSTITUTION FOR THE ELIMINATION | |||||||||||
| 9 GAMMON AVE SE | ATLANTA | GA | 30315 | N/A | PC | General & Unrestricted | $500 | ||||
| PROSPECTS OPPORTUNITY AND ENRICHMENT INC | |||||||||||
| 25 PROSPECT ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $1,000 | ||||
| PUEBLO ORGANIZADO EN DEFENSA DE LA TIERRA Y SUS RE | |||||||||||
| PO BOX 6237 | AUSTIN | TX | 78762 | N/A | PC | General & Unrestricted | $1,000 | ||||
| RAISE YOUR HAND COALITION FOR ILLINOIS PUBLIC EDUC | |||||||||||
| 4039 N MAPLEWOOD AVE | CHICAGO | IL | 60618 | N/A | PC | General & Unrestricted | $5,000 | ||||
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS IN | |||||||||||
| 701 OKEECHOBEE BLVD | WEST PALM BCH | FL | 33401 | N/A | PC | Charitable Event | $25,000 | ||||
| REACH OUT AND READ OF GREATER NEW YORK INC | |||||||||||
| 75 MAIDEN LN FL 1102 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $2,500 | ||||
| ROCKING THE BOAT INC | |||||||||||
| 812 EDGEWATER RD | BRONX | NY | 10474 | N/A | PC | to help build its capacity to expand programming by 30% and meet the social-emotional and academic needs of its larger student body | $50,000 | ||||
| ROOM TO GROW NATIONAL INC | |||||||||||
| 54 W 21ST ST STE 401 | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $10,000 | ||||
| ROW NEW YORK | |||||||||||
| 10-27 46TH AVE STE 101 | LONG ISLAND CITY | NY | 11101 | N/A | PC | the PREP and ERA programs | $40,000 | ||||
| SAN FRANCISCO AIDS FOUNDATION | |||||||||||
| 1035 MARKET ST STE 400 | SAN FRANCISCO | CA | 94103 | N/A | PC | Charitable Event | $1,000 | ||||
| SAVE THE CHILDREN FEDERATION INC | |||||||||||
| 501 KINGS HWY E STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | My First Baby Program | $25,000 | ||||
| SEVA FOUNDATION | |||||||||||
| 1786 5TH ST | BERKELEY | CA | 94710 | N/A | PC | Thori Eye Hospital Project, Bharatpur Eye Hospital Project | $100,000 | ||||
| SOUTH EAST CONSORTIUM FOR SPECIAL SERVICES INC | |||||||||||
| 740 W BOSTON POST RD | MAMARONECK | NY | 10543 | N/A | PC | General & Unrestricted | $20,000 | ||||
| ST ANN'S WAREHOUSE | |||||||||||
| 45 WATER ST | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $1,000 | ||||
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||||||
| 262 DANNY THOMAS PL MS512 | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $100 | ||||
| STAR FOUNDATION INC | |||||||||||
| 182 WOLFPIT AVE | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $2,000 | ||||
| STREETSQUASH INC | |||||||||||
| 40 W 116TH ST | NEW YORK | NY | 10026 | N/A | PC | Alumni Program | $50,000 | ||||
| TEMPLE BETH EL OF GREAT NECK | |||||||||||
| 5 OLD MILL RD | GREAT NECK | NY | 11023 | N/A | PC | General & Unrestricted | $7,500 | ||||
| TEMPLE BETH EL OF GREAT NECK | |||||||||||
| 5 OLD MILL RD | GREAT NECK | NY | 11023 | N/A | PC | Robert Boas Music Fund | $500 | ||||
| THANKS TO SCANDINAVIA INC | |||||||||||
| 366 AMSTERDAM AVE STE 205 | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $2,500 | ||||
| THE ARTS CONNECTION INC | |||||||||||
| 520 8TH AVE STE 321 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $500 | ||||
| THE CONSERVATIVE SYNAGOGUE INC | |||||||||||
| 30 HILLSPOINT RD | WESTPORT | CT | 06880 | N/A | PC | Share the Pie Project | $440 | ||||
| THE CONSERVATIVE SYNAGOGUE INC | |||||||||||
| 30 HILLSPOINT RD | WESTPORT | CT | 06880 | N/A | PC | High Holy Day Campaign | $10,000 | ||||
| THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC | |||||||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $5,000 | ||||
| THE NATIONAL CENTER ON ADDICTION AND SUBSTANCE ABU | |||||||||||
| 633 3RD AVE 19TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 | ||||
| THE WATERSHED CENTER INC | |||||||||||
| 44 KAYE RD | MILLERTON | NY | 12546 | N/A | PC | General & Unrestricted | $375 | ||||
| THE WATERSHED CENTER INC | |||||||||||
| 44 KAYE RD | MILLERTON | NY | 12546 | N/A | PC | WVL Memorial Fund | $250 | ||||
| TOWN OF PALM BEACH UNITED WAY INC | |||||||||||
| 44 COCOANUT ROW STE 201 | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $1,000 | ||||
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||||||
| 622 W 113TH ST MC4524 | NEW YORK | NY | 10025 | N/A | PC | Lyme Evaluation Service | $10,000 | ||||
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | 2015 Annual Fund | $15,000 | ||||
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | Robert S. Boas Award fund | $2,500 | ||||
| UNITED STATES COMMITTEE SPORTS FOR ISRAEL INC | |||||||||||
| 1511 WALNUT ST STE 401 | PHILADELPHIA | PA | 19102 | N/A | PC | General & Unrestricted | $150 | ||||
| UNITED WAY OF COASTAL FAIRFIELD COUNTY INC | |||||||||||
| 855 MAIN ST FL 10 | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $40,000 | ||||
| UNIVERSITY OF MICHIGAN | |||||||||||
| OFC OF FINANCIAL AID 2500 STUDEN | ANN ARBOR | MI | 48109 | N/A | PC | Scholarship Fund | $500 | ||||
| WALL STREET SYNAGOGUE INC | |||||||||||
| 47 BEEKMAN ST | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $100 | ||||
| WARRIOR EXPEDITIONS | |||||||||||
| 6621 FAIRWAY VIEW TRAIL | ROANOKE | VA | 24018 | N/A | PC | Walk Off The War Program | $5,000 | ||||
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||||||
| 1111 19TH ST NW STE 500 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $2,500 | ||||
| WESTPORT LIBRARY ASSOC | |||||||||||
| 20 JESUP RD | WESTPORT | CT | 06880 | N/A | PC | Charitable Event | $1,000 | ||||
| WILDERNESS ON WHEELS FOUNDATION | |||||||||||
| PO BOX 1007 | WHEAT RIDGE | CO | 80034 | N/A | PC | General & Unrestricted | $2,500 | ||||
| WILTON LAND CONSERVATION TRUST | |||||||||||
| PO BOX 77 | WILTON | CT | 06897 | N/A | PC | General & Unrestricted | $150 | ||||
| WILTON LIBRARY ASSOCIATION INCORPORATED | |||||||||||
| 137 OLD RIDGEFIELD RD | WILTON | CT | 06897 | N/A | PC | General & Unrestricted | $1,000 | ||||
| WILTON VOLUNTEER AMBULANCE CORPS INC | |||||||||||
| PO BOX 216 | WILTON | CT | 06897 | N/A | PC | General & Unrestricted | $300 | ||||
| WINGS OVER THE ROCKIES AIR & SPACE MUSEUM | |||||||||||
| 7711 E ACADEMY BLVD | DENVER | CO | 80230 | N/A | PC | Education Fund | $4,000 | ||||
| WINGS OVER THE ROCKIES AIR & SPACE MUSEUM | |||||||||||
| 7711 E ACADEMY BLVD | DENVER | CO | 80230 | N/A | PC | Wings Aerospace Academy | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,399,975 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,140 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,183 | 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 | $65,979 | 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 | $224,302 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $224,302 | 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 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOREA FOUNDATION FOR WOMEN | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5F KOREA FDN FOR WOMEN Bldg448-17 | AddressLine1Txt |
| City | SEOUL | CityNm |
| Province Or State | SEOGYO-DONG, MAPO | ProvinceOrStateNm |
| Country | KN | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2015-09-04 | GrantDt |
| Grant | $55,000 | GrantAmt |
| Purpose Of Grant | To support the Self-Esteem of Unwed Mothers Project | PurposeOfGrantTxt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 5/31/16 | DatesOfReportsByGranteeTxt |
| Results Of Verification | none necessary | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARON FOCUSED GROWTH FD INSTI | $740,013 | $1,245,607 |
| BERKSHIRE HATHAWAY INC. CLASS | $610,384 | $1,158,320 |
| CRIMSON WINE GROUP, LTD | $90,550 | $208,415 |
| CUBAN ELECTRIC CO | ||
| ENCANA CORP | $268,204 | $129,844 |
| FOREST CITY REALTY TRUST INC C | $2,589,152 | $1,769,183 |
| FRANCISCO IND INC | $1,767 | $878 |
| KANSAS CITY SOUTHERN | $530,682 | $2,461,079 |
| LEUCADIA NATL CORP | $5,863,003 | $6,566,336 |
| U S G CP | $3,548,199 | $3,378,088 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Document Review/Drafting | CategoryTxt |
| Legal Fees | $2,723 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,723 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $33,065 | $33,065 | |
| Bank Charges | $310 | $310 | |
| State or Local Filing Fees | $750 | $750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PHILANTHROPIC SERVICES | CategoryTxt |
| Amt | $87,029 | Amt |
| Disbursements Charitable Prps | $87,029 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2016 | $3,400 | |
| 990-PF Extension for 2015 | $2,726 | |
| Foreign Tax Paid | $595 | $595 |
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