LEON LOWENSTEIN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LEON LOWENSTEIN FOUNDATION INC (EIN 13-6015951)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-07
- IRS object ID
- 201711589349100606
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-07T14:10:12-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131517563 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136015951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEON LOWENSTEIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2123190670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST 58TH STREET 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10155 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW BENDHEIM | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 2123190670 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON SHAPIRO | PreparerPersonNm |
| PTIN | P01333816 | PTIN |
| Phone | 2128674000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.98.118.70 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-06 | IPDt |
| IP Tm | 12:59:50 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D7076C0EC39B17C3336BFEA465ABF20A32036F2A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 73A2BDB4DEE3E1301F7FB9DCBA9193E2BC5F7900 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $116,959,596 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,594,111 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,594,111 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $229,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,065,998 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $229,523 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,558 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,558 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,825,192 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,825,192 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $174,792 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,479 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $146,313 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $47,765 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $47,765 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $35,454 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,876 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $32,578 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,034 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,007 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $32,027 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $120,909 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $105,788 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,535 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $234,551 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,713 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $121,371 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,599 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $102,772 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,584 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,584 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,229 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,329 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,894 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $803,402 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $166,078 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $403,468 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,896,345 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,562,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,699,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $166,078 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,965,518 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,874,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,659,114 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,229,421 | CashBOYAmt |
| Cash EOY | $474,874 | CashEOYAmt |
| Cash EOYFMV | $474,874 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $18,112 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $131,442 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $131,442 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $110,854,811 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $116,342,453 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $116,342,453 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $41,769 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,942 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,340 | LandBOYAmt |
| Land EOY | $10,827 | LandEOYAmt |
| Land EOYFMV | $10,827 | LandEOYFMVAmt |
| Total Assets BOY | $112,111,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,959,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $116,959,596 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $50,025 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $21,461 | AccountsPayableEOYAmt |
| Grants Payable BOY | $218,725 | GrantsPayableBOYAmt |
| Grants Payable EOY | $553,020 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $62,984 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $243,909 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $331,734 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $818,390 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $111,779,950 | UnrestrictedBOYAmt |
| Unrestricted EOY | $116,141,206 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,779,950 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $116,141,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $112,111,684 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $116,959,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,779,950 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,874,555 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,235,811 | OtherIncreasesAmt |
| Subtotal | $116,141,206 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $116,141,206 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $5,065,998 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,836,475 | CostOrOtherBasisAmt |
| Gain Or Loss | $229,523 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $229,523 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $229,523 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,971,655 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $117,468,134 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050836 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,212,671 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $123,418,103 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050338 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,831,767 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $118,839,725 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057487 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,562,569 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $115,470,164 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074154 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,116,095 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $116,318,633 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043983 | DistributionYr5Rt |
| Total Distribution | 0.276798 | TotalDistributionRt |
| Average Distribution | 0.055360 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $110,818,377 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,134,905 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26,591 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,161,496 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,965,518 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,182 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53,182 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53,182 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $165,836 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $165,836 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $112,654 | OverpaymentAmt |
| Applied To ES Tax | $112,654 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDREW BENDHEIM | IndividualWithBooksNm |
| Phone | 2123190670 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST 58 STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10155 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ANDREW BENDHEIM | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | CO-PRESIDENT | 5.00 | $10,000 | $0 | $0 |
| KIM BENDHEIM | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | CO-PRESIDENT | 5.00 | $10,000 | $0 | $0 |
| JOANNA SCHULMAN | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| LYNN THOMAN | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | CO-CHAIR | 5.00 | $10,000 | $0 | $0 |
| THOMAS BENDHEIM JR | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | CO-CHAIR | 5.00 | $5,000 | $0 | $0 |
| BERNARD R RAPOPORT | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| THOMAS WRIGHT | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | DIRECTOR | 1.00 | $10,000 | $0 | $0 |
| ALICE EATON | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | EXECUTVE DIRECTOR | 35.00 | $119,792 | $18,421 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME BUCHHOLZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CORPORATE DRIVE | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $101,581 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $111,813,971 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $607,136 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $84,860 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $112,505,967 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $112,505,967 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,687,590 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,818,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,540,919 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,540,919 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,182 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,182 | TotalTaxAmt |
| Distributable Before Adj | $5,487,737 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,487,737 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,487,737 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,965,518 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,965,518 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,965,518 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,487,737 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,659,023 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,965,518 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,659,023 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $306,495 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,181,242 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACCION INTERNATIONAL | |||||||||||||
| 10 FAWCETT STREET SUITE 204 | CAMBRIDGE | MA | 02138 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||||||||
| 120 WALL STREET FLOOR 29 | NEW YORK | NY | 10005 | NONE | 501 (C) 3 | CHARITABLE | $200,000 | ||||||
| AMERICAS SOCIETY | |||||||||||||
| 680 PARK AVENUE | NEW YORK | NY | 10065 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | ||||||
| ASIA SOCIETY | |||||||||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| BARRINGTON STAGE COMPANY INC | |||||||||||||
| 30 UNION STREET | PITTSFIELD | MA | 01201 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| BEACON ACADEMY | |||||||||||||
| 477 LONGWOOD AVENUE | BOSTON | MA | 02215 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| BOMB MAGAZINE | |||||||||||||
| 80 HANSON PLACE | BROOKLYN | NY | 11217 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | ||||||
| BORN THIS WAY FOUNDATION | |||||||||||||
| 1880 CENTURY PARK EAST SUITE 1600 | LOS ANGELES | CA | 90067 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| BOYS & GIRLS CLUBS OF GREENWICH INC | |||||||||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | ||||||
| BROOKINGS INSTITUITION | |||||||||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | ||||||
| CAMDEN COALITION OF HEALTHCARE PROVIDERS | |||||||||||||
| 800 COOPER ST 7TH FLOOR | CAMDEN | NJ | 08102 | NONE | 501 (C) 3 | CHARITABLE | $300,000 | ||||||
| CEDAR SINAI MEDICAL CENTER | |||||||||||||
| 8700 BEVERLY BOULEVARD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| COUNCIL ON FOREIGN RELATIONS INC | |||||||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| CROSSROADS RHODE ISLAND | |||||||||||||
| 160 BROAD STREET | PROVIDENCE | RI | 02903 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| DONORSCHOOSEORG | |||||||||||||
| 134 W 37TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | 501 (C) 3 | CHARITABLE | $217,000 | ||||||
| DREAMYARD PROJECT | |||||||||||||
| 1085 WASHINGTON AVENUE GROUND FLOOR | BRONX | NY | 10456 | NONE | 501 (C) 3 | CHARITABLE | $100,000 | ||||||
| ENDICOTT COLLEGE | |||||||||||||
| 376 HALE ST | BEVERLY | MA | 01915 | NONE | 501 (C) 3 | CHARITABLE | $40,000 | ||||||
| ENDOMETRIOSIS FOUNDATION OF AMERICA | |||||||||||||
| 205 EAST 42ND STREET FLOOR 20 | NEW YORK | NY | 10017 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | ||||||
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | 501 (C) 3 | CHARITABLE | $500,000 | ||||||
| ENVIRONMENTAL WORKING GROUP | |||||||||||||
| 1436 U ST NW SUITE 100 | WASHINGTON | DC | 20009 | NONE | 501 (C) 3 | CHARITABLE | $200,000 | ||||||
| EPIPHANY SCHOOL INC | |||||||||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | ||||||
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | |||||||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| EXALT YOUTH | |||||||||||||
| 175 REMSEN STREET 1000 | BROOKLYN | NY | 11201 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | ||||||
| EXPONENT PHILANTHROPY | |||||||||||||
| PO BOX 65607 | WASHINGTON | DC | 20035 | NONE | 501 (C) 3 | CHARITABLE | $750 | ||||||
| FAMILY CENTERS INC | |||||||||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | ||||||
| FRACTURED ATLAS PRODUCTIONS INC | |||||||||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| FRENCH-AMERICAN FOUNDATION | |||||||||||||
| 28 WEST 44TH STREET SUITE 1420 | NEW YORK | NY | 10036 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| FUND FOR PUBLIC SCHOOLS INC | |||||||||||||
| 52 CHAMBERS STREET ROOM 305 | NEW YORK | NY | 10007 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| GLOBAL CAMPS AFRICA | |||||||||||||
| 11911 FREEDOM DRIVE SUITE 850 | RESTON | VA | 20190 | NONE | 501 (C) 3 | CHARITABLE | $5,500 | ||||||
| GLYNWOOD | |||||||||||||
| PO BOX 157 | COLD SPRING | NY | 10516 | NONE | 501 (C) 3 | CHARITABLE | $1,000 | ||||||
| GORDON SCHOOL | |||||||||||||
| 5 GORDON WAY | PROVIDENCE | RI | 01235 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| GULF OF MAINE RESEARCH INSTITUTE | |||||||||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | ||||||
| HARVARD KENNEDY SCHOOL OF GOVERNMENT | |||||||||||||
| 79 JOHN F KENNEDY STREET | CAMBRIDGE | MA | 02138 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| HARVEY SCHOOL | |||||||||||||
| 260 JAY STREET | KATONAH | NY | 10536 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| HOUR CHILDREN | |||||||||||||
| 36-11 12TH STREET | LONG ISLAND CITY | NY | 11106 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| IN OUR BACKYARDS INC | |||||||||||||
| 540 PRESIDENT ST 3RD FLR | BROOKLYN | NY | 11215 | NONE | 501 (C) 3 | CHARITABLE | $250,000 | ||||||
| INSEAD MANAGEMENT EDUCATION FOUNDATION | |||||||||||||
| 116 W MAIN STREET STE 302 | SALISBURY | MD | 21801 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| INSTITUTE FOR NONPROFIT MANAGEMENT AND LEADERSHIP | |||||||||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | ||||||
| JOHNS HOPKINS BLOOMBERG SCHOOL OF PUBLIC HEALTH | |||||||||||||
| 615 N WOLFE ST | BALTIMORE | MD | 21205 | NONE | 501 (C) 3 | CHARITABLE | $200,000 | ||||||
| KHAN ACADEMY INC | |||||||||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | NONE | 501 (C) 3 | CHARITABLE | $325,000 | ||||||
| KIDS IN CRISIS INC | |||||||||||||
| ONE SALEM STREET | COS COB | CT | 06807 | NONE | 501 (C) 3 | CHARITABLE | $12,000 | ||||||
| KIPP FOUNDATION | |||||||||||||
| 520 8TH AVE 2005 | NEW YORK | NY | 10018 | NONE | 501 (C) 3 | CHARITABLE | $325,000 | ||||||
| L A KITCHEN | |||||||||||||
| 230 WEST AVENUE 26 | LOS ANGELES | CA | 90031 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| LIONSHARE EDUCATIONAL ORGANIZATION INC | |||||||||||||
| 404 TACONIC ROAD | GREENWICH | CT | 06831 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | ||||||
| LOST LIGHT PROJECTS | |||||||||||||
| 16 COURT ST SUITE 2307 | BROOKLYN | NY | 11241 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| MAINE COAST HERITAGE TRUST | |||||||||||||
| 1 BOWDION MILL ISLAND SUITE 201 | TOPSHAM | ME | 04086 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| MCLEAN HOSPITAL CORPORATION | |||||||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | ||||||
| MOSES BROWN SCHOOL FOUNDATION | |||||||||||||
| 250 LLOYD AVENUE | PROVIDENCE | RI | 02906 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | ||||||
| MUSICARES FOUNDATION INC | |||||||||||||
| 3030 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | NONE | 501 (C) 3 | CHARITABLE | $22,500 | ||||||
| NATIONAL COLLEGE ADVISING CORPS INC | |||||||||||||
| 301 W BARBEE CHAPEL ROAD SUITE 210 | CHAPEL HILL | NC | 27517 | NONE | 501 (C) 3 | CHARITABLE | $75,000 | ||||||
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | NONE | 501 (C) 3 | CHARITABLE | $200,000 | ||||||
| NATURE CONSERVANCY INC | |||||||||||||
| 322 8TH AVENUE 16TH FLOO | NEW YORK | NY | 10001 | NONE | 501 (C) 3 | CHARITABLE | $200,000 | ||||||
| NEW YORK EYE AND EAR INFIRMARY | |||||||||||||
| 310 EAST 14TH STREET | NEW YORK | NY | 10003 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| NEW YORK RESTORATION PROJECT | |||||||||||||
| 254 WEST 31ST STREET 10TH FLOOR | NEW YORK | NY | 10001 | NONE | 501 (C) 3 | CHARITABLE | $60,000 | ||||||
| NORTHWELL HEALTH FOUNDATION | |||||||||||||
| 2000 MARCUS AVE | NEW HYDE PARK | NY | 11042 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| PAN-MASSACHUSETTS CHALLENGE INC | |||||||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | 501 (C) 3 | CHARITABLE | $2,500 | ||||||
| PAPANICOLAOU CORPS FOR CANCER REASERCH INC | |||||||||||||
| 1166 WEST NEWPORT CENTER DRIVE | DEERFIELD BEACH | FL | 33442 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| PEN AMERICAN CENTER | |||||||||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | NONE | 501 (C) 3 | CHARITABLE | $9,000 | ||||||
| PHILANTHROPY NEW YORK | |||||||||||||
| 1500 BROADWAY 7TH FLOOR | NEW YORK | NY | 10036 | NONE | 501 (C) 3 | CHARITABLE | $11,800 | ||||||
| PRINCETON FAMILY YMCA | |||||||||||||
| 59 PAUL ROBESON PLACE | PRINCETON | NJ | 08534 | NONE | 501 (C) 3 | CHARITABLE | $3,000 | ||||||
| PTA ASSOCIATION OF THE CENTER SCHOOL | |||||||||||||
| 100 W 84TH ST RM 310 | NEW YORK | NY | 10024 | NONE | 501 (C) 3 | CHARITABLE | $3,000 | ||||||
| PUBLIC THEATRE | |||||||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | ||||||
| RACHEL'S NETWORK INC | |||||||||||||
| 1200 18TH STREET SUITE 801 | WASHINGTON | DC | 20036 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| REGIONAL PLAN ASSOCIATION INC | |||||||||||||
| 4 IRVING PLACE 7TH FLOOR | NEW YORK | NY | 10003 | NONE | 501 (C) 3 | CHARITABLE | $18,500 | ||||||
| RHODE ISLAND COMMUNITY FOOD BANK ASSOC | |||||||||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| ROCKEFELLER UNIVERSITY | |||||||||||||
| 1230 YORK AVENUE BOX 53 | NEW YORK | NY | 10065 | NONE | 501 (C) 3 | CHARITABLE | $200,000 | ||||||
| SAINT GEORGE VOLUNTEER FIREMANS ASSOCIATION | |||||||||||||
| 3 SCHOOL STREET ST | GEORGE | ME | 04860 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| SARAH LAWRENCE COLLEGE | |||||||||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| SIERRA CLUB FOUNDATION | |||||||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | NONE | 501 (C) 3 | CHARITABLE | $60,000 | ||||||
| SIRUM | |||||||||||||
| PO BOX 19636 | STANFORD | CA | 94309 | NONE | 501 (C) 3 | CHARITABLE | $300,000 | ||||||
| THE BOSTON FOUNDATION | |||||||||||||
| 75 ARLINGTON STREET 10TH FLOOR | BOSTON | MA | 02116 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | ||||||
| THE JEWISH COMMUNITY CENTER IN MANHATTAN | |||||||||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | 501 (C) 3 | CHARITABLE | $100,000 | ||||||
| THE POSSE FOUNDATION | |||||||||||||
| 14 WALL STREET SUITE 8A-60 | NEW YORK | NY | 10005 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | ||||||
| TRILATERAL COMMISSION NORTH AMERICA | |||||||||||||
| 1156 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | ||||||
| TRUSTEES OF COLUMBIA UNIVERSITY OF NY | |||||||||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | 501 (C) 3 | CHARITABLE | $70,000 | ||||||
| TUFTS UNIVERSITY | |||||||||||||
| 80 GEORGE STREET | MEDFORD | MA | 02155 | NONE | 501 (C) 3 | CHARITABLE | $77,500 | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||||
| MARSHALL SCHOOL OF BUSINESS 29TH | LOS ANGELS | CA | 90089 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | FLOOR | |||||
| VENTURE FOR AMERICA INC | |||||||||||||
| 40 WEST 29TH STREET SUITE 301 | NEW YORK | NY | 10001 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| VIEQUES CONSERVATION AND HISTORICAL TRUST | |||||||||||||
| 138 CALLE FLAMBOYAN | VIEQUES | PR | 00765 | NONE | 501 (C) 3 | CHARITABLE | $3,000 | ||||||
| VIEQUES HUMANE SOCIETY & ANIMAL RESCUE | |||||||||||||
| PO BOX 1399 | VIEQUES | PR | 00765 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | ||||||
| WALLIS ANNENBERG CENTER PERFORMING ARTS | |||||||||||||
| 9390 N SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| WEILL CORNELL MEDICINE | |||||||||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | NONE | 501 (C) 3 | CHARITABLE | $300,000 | ||||||
| WESTCHESTER REFORM TEMPLE | |||||||||||||
| 255 MAMARONECK ROAD | SCARSDALE | NY | 10583 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | ||||||
| WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA | |||||||||||||
| 3730 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| YEAR UP NEW YORK | |||||||||||||
| 85 BOARD STREET 6TH FLOOR | NEW YORK | NY | 10004 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | ||||||
| MCGILL UNIVERSITY | |||||||||||||
| NONE | 501 (C) 3 | CHARITABLE | $5,000 | 1001 SHERBROOKE STREET WEST | MONTREAL | QUEBEC | CA | HA 1G5 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,562,050 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CEDAR SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BOULEVARD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | 501 (C) 3 | CHARITABLE | $75,000 | |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |
| MOSES BROWN SCHOOL FOUNDATION | ||||||||
| 250 LLOYD AVENUE | PROVIDENCE | RI | 02906 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | |
| SAINT GEORGE VOLUNTEER FIREMANS ASSOCIATION | ||||||||
| 3 SCHOOL STREET ST | GEORGE | ME | 04860 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |
| THE BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON STREET 10TH FLOOR | BOSTON | MA | 02116 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| MARSHALL SCHOOL OF BUSINESS 29TH | LOS ANGELES | CA | 90089 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | FLOOR |
| WALLIS ANNENBERG CENTER PERFORMING ARTS | ||||||||
| 9390 N SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | NONE | 501 (C) 3 | CHARITABLE | $125,000 | |
| NATURE CONSERVANCY INC | ||||||||
| 322 8TH AVENUE 16TH FLOO | NEW YORK | NY | 10001 | NONE | 501 (C) 3 | CHARITABLE | $125,000 | |
| CAMDEN COALITION OF HEALTHCARE PROVIDERS | ||||||||
| 800 COOPER ST 7TH FLOOR | CAMDEN | NJ | 08102 | NONE | 501 (C) 3 | CHARITABLE | $125,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $555,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,594,111 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,558 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $229,523 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,825,192 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,825,192 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $40,034 | Amt |
| Net Investment Income | $8,007 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,027 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FURNITURE & EQUIPMENT | PropertyDesc |
| Acquired | 2009-12-31 | AcquiredDt |
| Cost Or Other Basis | $41,769 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $23,229 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Rt | 0.000000000000 | Rt |
| Current Year Expense | $7,713 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $116,342,453 | BookValueAmt |
| EOYFMV | $116,342,453 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $41,769 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $30,942 | AccumulatedDepreciationAmt |
| Book Value | $10,827 | BookValueAmt |
| EOYFMV | $10,827 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $6,480 | $1,727 | $4,747 |
| TELEPHONE | $6,023 | $602 | $5,421 |
| INSURANCE | $4,726 | $0 | $4,726 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $1,558 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,558 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,558 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $8,235,811 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX | Desc |
| BOY Book Value | $62,984 | BOYBookValueAmt |
| EOY Book Value | $243,909 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $101,581 | $101,581 | $0 |
| OTHER CONSULTANTS | $19,328 | $4,207 | $23,535 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $234,551 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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