PUSSYCAT FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PUSSYCAT FOUNDATION (EIN 27-3406311)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202543219349101534
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T11:04:36-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223840651PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHULMAN LOBEL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11001 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273406311EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HELEN GURLEY BROWN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPUSSBusinessNameControlTxt
Phone2126492045PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 WEST 57TH ST FL 42AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEVE BURTONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126492647PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEREMY STEINBERGPreparerPersonNm
PTINP00084699PTIN
Phone2128685781PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$160,089,459FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$187InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$187InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$187InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$734,691DividendsRevAndExpnssAmt
Dividends Net Invst Incm$734,691DividendsNetInvstIncmAmt
Dividends Adj Net Incm$734,691DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$7,147,602NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$33,778,104GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,147,602CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$26,976NetSTCapitalGainAdjNetIncmAmt
Incm Modifications Adj Net Incm$1,092,109IncmModificationsAdjNetIncmAmt
Total Rev And Expnss$7,882,480TotalRevAndExpnssAmt
Total Net Invst Incm$7,882,480TotalNetInvstIncmAmt
Total Adj Net Incm$1,853,963TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$493,300OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$428,419OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$20,572PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$17,832PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,731LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$207,316AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$165,852AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$165,852AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$468,427OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$185,116OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$185,116OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$230,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$184,358TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$28,886TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$14,280OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$29,919TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$29,919TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$49,995OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$10,629OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,470,898TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$350,968TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$350,968TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$745,685TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,774,531ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,774,531ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,245,429TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$350,968TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$350,968TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,520,216TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,362,949ExcessRevenueOverExpensesAmt
Net Investment Income$7,531,512NetInvestmentIncomeAmt
Adjusted Net Income$1,502,995AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,879,727CashBOYAmt
Cash EOY$4,411,710CashEOYAmt
Cash EOYFMV$4,411,710CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,437,084SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$948,634SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$948,634SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$56,614,954CorporateStockBOYAmt
Corporate Stock EOY$59,878,601CorporateStockEOYAmt
Corporate Stock EOYFMV$89,019,328CorporateStockEOYFMVAmt
Other Investments BOY$35,199,990OtherInvestmentsBOYAmt
Other Investments EOY$30,621,970OtherInvestmentsEOYAmt
Other Investments EOYFMV$65,693,087OtherInvestmentsEOYFMVAmt
Other Assets BOY$16,700OtherAssetsBOYAmt
Other Assets EOY$16,700OtherAssetsEOYAmt
Other Assets EOYFMV$16,700OtherAssetsEOYFMVAmt
Total Assets BOY$98,148,455TotalAssetsBOYAmt
Total Assets EOY$95,877,615TotalAssetsEOYAmt
Total Assets EOYFMV$160,089,459TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$98,148,455RetainedEarningBOYAmt
Retained Earning EOY$95,877,615RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$98,148,455TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$95,877,615TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$98,148,455TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$95,877,615TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$98,148,455TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,362,949ExcessRevenueOverExpensesAmt
Other Increases$1,092,109OtherIncreasesAmt
Subtotal$95,877,615SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$95,877,615TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
BNY MELLON, CUSTODY AGENT-PUBLICLY TRADED SECURITIES-EQUITIESP$26,976$26,976$26,976
BNY MELLON, CUSTODY AGENT-PUBLICLY TRADED SECURITIES-EQUITIESP$24,751,128$2,933,271$2,933,271$21,817,857
BNY MELLON, CUSTODY AGENT-ALTERNATIVE INVESTMENTSP$9,000,000$4,187,355$4,187,355$4,812,645
FieldValueIRS element (for citing)
Capital Gain Net Income$7,147,602CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$26,976NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$104,688InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$104,688SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$104,688TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$193,539EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$213,539TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$108,851OverpaymentAmt
Applied To ES Tax$108,851AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressTHEHGBFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE HELEN GURLEY BROWN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2126492045PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1300 WEST 57TH ST FL 42AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EVE BURTON
300 WEST 57TH STREETNEW YORKNY10019PRESIDENT1.00$0$0$0
KIM ST CLAIR BODDEN
300 WEST 57TH STREETNEW YORKNY10019VICE PRESIDENT/SECRETARY0.25$0$0$0
ROGER PASCHKE
300 WEST 57TH STREETNEW YORKNY10019VICE PRESIDENT/TREASURER0.25$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
CHRISTINE ADAMS
300 WEST 57TH STNEW YORKNY10019SENIOR DIRECTOR OF P40.00$275,000$10,135$0
MOLLY SEELEY
300 WEST 57TH STNEW YORKNY10019GRANTS MANAGER40.00$128,300$10,135$0
DEBORAH EADDY
300 WEST 57TH STNEW YORKNY10019OPERATIONS AND IMPAC40.00$90,000$301$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
SCHULMAN LOBEL LLP
1001 AVENUE OF THE AMERICAS 2FLNEW YORKNY10018ACCOUNTING SERVICES$207,316
GAIL EVANS
300 WEST 57TH STREETNEW YORKNY10019CONSULTING SERVICES$105,000
JENNIFER REDMAN
300 WEST 57TH STREETNEW YORKNY10019CONSULTING SERVICES$75,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1LEADERSHIP:THE FOUNDATION'S MISSION THROUGH ITS SUPPORT OF THE BOLD LEADERSHIP NETWORK, THE BOLD THEATER LEADERSHIP CIRCLE, AND GLASSBREAKER FILMS IS FOCUSED ON DEVELOPING LEADERSHIP AND WORKFORCE SKILLS ACROSS A WIDE VARIETY OF INDUSTRIES AND CAREER PHASES. OUR PROGRAMS PROVIDE FINANCIAL AID, EDUCATIONAL POSSIBILITIES, FELLOWSHIPS, AND CAREER DEVELOPMENT OPPORTUNITIES WITH FOUNDATION SUPPORT.Description1Txt
Expenses1$4,506,046Expenses1Amt
Description2YOUTH AND EDUCATION:THE FOUNDATION'S MISSION THROUGH ITS SUPPORT OF THE VARIOUS BRIDGEUP PROGRAMS IS TO PROMOTE EDUCATIONAL AND EXTRACURRICULAR OPPORTUNITIES FOR YOUTH THROUGH GRANTS IN THE FIELDS OF COMPUTER SCIENCE, TECHNOLOGY, ACADEMICS, SPORTS, HEALTH AND WELLNESS, ENVIRONMENTAL CONSERVATION, AND THE ARTS. THESE IN-AND-OUT-OF-SCHOOL PROGRAMS ARE MEANT TO ENCOURAGE AND SUPPORT NEW ENDEAVORS WITH THE POTENTIAL FOR INNOVATIVE AND TRANSFORMATIVE PERSONAL DEVELOPMENT.Description2Txt
Expenses2$4,074,182Expenses2Amt
Description3EMPOWERING INNOVATION:THE FOUNDATION'S MISSION THROUGH ITS FUNDING OF MAGIC AND GENIUS GRANTS, AS WELL AS OTHER TRANSFORMATIVE PROJECTS IS TO SUPPORT INDIVIDUALS WHO HAVE DEMONSTRATED A COMMITMENT TO SOLVING CHALLENGES ACROSS DIFFERENT FIELDS OR HAVE PROVEN TO BE LEADERS IN THEIR COMMUNITY. GRANT RECIPIENTS MUST USE THE FUNDS TO PURSUE AND BRING TO FRUITION THEIR BRILLIANT AND TRANSFORMATIVE IDEAS.Description3Txt
Expenses3$1,676,623Expenses3Amt
Description4AFFORDABLE HOUSING:THE FOUNDATION'S MISSION THROUGH ITS FUNDING OF INNOVATION GRANTS IS TO SUPPORT ORGANIZATIONS AND INDIVIDUALS WHO HAVE DEMONSTRATED A COMMITMENT TO SOLVING CHALLENGES TOWARD PROVIDING AFFORDABLE WORKFORCE HOUSING IN THE RURAL NORTHEAST.Description4Txt
Expenses4$263,365Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$147,701,893AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,146,349AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$154,848,242TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$154,848,242AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,322,724CashDeemedCharitableAmt
Net Vl Noncharitable Assets$152,525,518NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,626,276MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,520,216ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,520,216QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2010-03-16PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$1,502,995CurrentYearAmt
Year1$1,631,330Year1Amt
Year2$63,806Year2Amt
Year3$5,320,575Year3Amt
Total$8,518,706TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$1,277,546CurrentYearAmt
Year1$1,386,631Year1Amt
Year2$54,235Year2Amt
Year3$4,522,489Year3Amt
Total$7,240,900TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$10,520,216CurrentYearAmt
Year1$8,303,810Year1Amt
Year2$17,636,075Year2Amt
Year3$9,472,561Year3Amt
Total$45,932,662TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$10,520,216CurrentYearAmt
Year1$8,303,810Year1Amt
Year2$17,636,075Year2Amt
Year3$9,472,561Year3Amt
Total$45,932,662TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$160,089,459CurrentYearAmt
Year1$144,531,924Year1Amt
Year2$127,620,637Year2Amt
Year3$160,902,837Year3Amt
Total$593,144,857TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$5,084,184CurrentYearAmt
Year1$4,514,745Year1Amt
Year2$4,518,427Year2Amt
Year3$5,152,767Year3Amt
Total$19,270,123TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Current Year$7,882,480CurrentYearAmt
Year1$7,956,935Year1Amt
Year2$2,893,682Year2Amt
Year3$12,403,154Year3Amt
Total$31,136,251TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
STUDENT CONSERVATION ASSOCIATION
1310 N COURTHOUSE ROAD SUITE 110ARLINGTONVA22201N/APCYOUTH AND EDUCATION-"BRIDGEUP" ENVIRONMENT GRANT:PURPOSE: TO PROVIDE NEW YORK CITY HIGH SCHOOL YOUTH WITH THE OPPORTUNITY TO LEARN ABOUT ENVIRONMENTAL CONSERVATION, GAIN PROFESSIONAL EXPERIENCE DURING SUMMERS BETWEEN SCHOOL YEARS, AND TO DEVELOP, STRENGTHEN, AND CULTIVATE THEIR SKILL SETS INTO FUTURE CONSERVATION LEADERS.$389,428
CARDINAL HAYES HIGH SCHOOL
650 GRAND CONCOURSEBRONXNY10451N/APCYOUTH AND EDUCATION-"BRIDGEUP" 2.0 GRANT: PURPOSE: "BRIDGEUP: CORE", AND "BRIDGEOUT" PROGRAMS-TO WORK COLLABORATIVELY TO SUPPORT SELECTED "BRIDGEUP" SCHOLARS FROM CARDINAL HAYES HIGH SCHOOL, ST. CATHERINE ACADEMY, AND THE ACADEMY OF MOUNT ST. URSULA BY PROVIDING INNOVATIVE PROGRAMMING, SCHOLARSHIPS, POST-GRADUATION COLLEGE PREP AND JOB ASSISTANCE, AND ALUMNI SUPPORT.$1,510,000
NORTHERN STAGE COMPANY
76 GATES STREETWHITE RIVER JUNCTIONVT05001N/APCYOUTH AND EDUCATION-"BRIDGEUP" THEATER IN THE SCHOOLS GRANT:PURPOSE: "CHANGING THE LIVES OF STUDENTS IN VERMONT AND NEW HAMPSHIRE"-TO SUPPORT STUDENT AND FAMILY MATINEE SCHOLARSHIPS AND TO INCREASE THEATER ACCESS AND LEARNING RESOURCES FOR RURAL AND UNDERSERVED YOUTH IN VERMONT AND NEW HAMPSHIRE THROUGH PROGRAMS THAT BRING TEACHING ARTISTS INTO THE CLASSROOM, SUPPORT CURRICULAR NEEDS IN UNDERSERVED SCHOOLS, AND INTRODUCE YOUNG PEOPLE TO THEATER THROUGH ACCESS TO PROFESSIONAL PRODUCTIONS.$286,200
NORTHERN STAGE COMPANY
76 GATES STREETWHITE RIVER JUNCTIONVT05001N/APCYOUTH AND EDUCATION-"BRIDGEUP" BOOTCAMP GRANT:PURPOSE: "PROFESSIONAL TRAINING & MENTORSHIP FOR THE NEXT GENERATION OF THEATER ARTISTS". BOOTCAMP PREPARES HIGH SCHOOL JUNIORS AND SENIORS, AND RECENT HIGH SCHOOL GRADUATES FOR FURTHER TRAINING IN THE THEATER ARTS BY PROVIDING PERSONALIZED AND IN-DEPTH THEATER TRAINING, MENTORSHIP, AND COLLEGE SCHOLARSHIP FUNDS TO ACHIEVE THE NEXT STEP IN FURTHERING THEIR CAREERS OR EDUCATION.$105,000
NATIONAL CENTER FOR WOMEN AND INFORMATION TECHNOLOGY
1909 26TH STREET 2ND FLBOULDERCO80302N/APCYOUTH AND EDUCATION-"BRIDGEUP" STEM GRANT:PURPOSE: TO PROVIDE OPPORTUNITIES FOR UNDERSERVED INDIVIDUALS OF ALL BACKGROUNDS TO LEARN THE SKILLS OF COMPUTER SCIENCE IN SMALL GROUPS WITH THEIR PEERS.$624,198
SCHOOL SEED FOUNDATION
2670 UNION AVENUEMEMPHISTN38112N/APCYOUTH AND EDUCATION- "BRIDGEUP" "GIDDY UP" GRANT:PURPOSE: TO OFFER UNDER-RESOURCED CHILDREN A UNIQUE TRACK TO PERSONAL DEVELOPMENT, EMPOWERMENT, ACADEMIC EXCELLENCE, AND THE PURSUIT OF HIGHER EDUCATION THROUGH THE MEDIUM OF HORSEBACK RIDING.$857,743
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACE BOX 1075NEW YORKNY10029N/APCYOUTH AND EDUCATION-"BRIDGEUP" HEALTH GRANT:PURPOSE: TO SUPPORT AND DEVELOP THE NEXT CADRE OF YOUNG SCIENTISTS, COMMUNITY ADVOCATES, AND MEDICAL PROVIDERS WITH THE GOAL OF SUPPORTING UNDERSERVED GROUPS.$113,000
COLUMBIA UNIVERSITY
2950 BROADWAYNEW YORKNY10027N/APCEMPOWERING INNOVATION-BROWN INSTITUTE, BROWN MAGIC PROJECTS-DIRECTORS DISCRETIONARY FUND:PURPOSE: FUND IS USED AT THE DIRECTION OF THE DIRECTOR OF THE BROWN INSTITUTE THROUGH EDUCATION, PARTNERSHIPS, AND FOSTERING PRODUCT THINKING AND PROGRAMS TO SUPPORT ENTREPRENEURS.$120,000
STANFORD UNIVERSITY
326 GALVEZ STREETSTANFORDCA94305N/APCEMPOWERING INNOVATION-BROWN INSTITUTE, BROWN MAGIC PROJECTS-DIRECTORS DISCRETIONARY FUND:PURPOSE: FUND IS USED AT THE DIRECTION OF THE DIRECTOR OF THE BROWN INSTITUTE THROUGH EDUCATION, PARTNERSHIPS, AND FOSTERING PRODUCT THINKING AND PROGRAMS TO SUPPORT ENTREPRENEURS.$100,000
COLUMBIA UNIVERSITY
2950 BROADWAYNEW YORKNY10027N/APCEMPOWERING INNOVATION-BROWN INSTITUTE, BROWN MAGIC PROJECTS-DEPUTY DIRECTOR FUND:PURPOSE: FUND IS USED FOR THE ROLE OF THE DEPUTY DIRECTOR OF THE BROWN INSTITUTE WHO PROVIDES BI-COASTAL OPERATIONAL SUPPORT OF THE BROWN INSTITUTE DIRECTORS AND PROGRAMMING THAT INCLUDES EDUCATION, PARTNERSHIPS, AND FOSTERING PRODUCT THINKING AND PROGRAMS TO SUPPORT ENTREPRENEURS.$283,333
COLUMBIA UNIVERSITY
2950 BROADWAYNEW YORKNY10027N/APCEMPOWERING INNOVATION-THE WILLIAM V. CAMPBELL CENTER:PURPOSE: FUND IS USED TO SUPPORT CENTER OPERATIONS THAT THROUGH EDUCATION, PARTNERSHIPS, AND FOSTERING PRODUCT THINKING AIM TO ENCOURAGE AND STIMULATE INNOVATION AND ENTREPRENEURSHIP.$75,000
IMMIGRANT JUSTICE CORPS (IJC)
17 BATTERY PLACE 1234NEW YORKNY10004N/APCEMPOWERING INNOVATION-ROBERT A. KATZMANN FELLOWSHIP GRANT:PURPOSE: TO SUPPORT IJC IN RECRUITING, TRAINING AND MENTORING KATZMANN FELLOWS. IN ADDITION, THE GRANT SUPPORTS UP TO THREE KATZMANN FELLOWS THROUGH EXAMINATION PREPARATION, APPLICATION FEES, AND SCHOLARSHIP SUPPORT TO ATTEND LAW SCHOOL.$525,669
THE GEORGE WASHINGTON UNIVERSITY
2121 I STREET NWWASHINGTONDC20052N/APCEMPOWERING INNOVATION-GENIUS GRANT FOR PLANET FORWARD: PURPOSE: GIVEN IN HONOR OF FRANK SESNO, FOUNDING DIRECTOR OF PLANET FORWARD, THESE FUNDS WERE LEVERAGED TO SUPPORT FRONTLINE FELLOWSHIPS WHICH BROUGHT TOGETHER A UNIQUE AND COMPLEX GROUP OF HIGHER EDUCATION STUDENTS TO REPORT ON ENVIRONMENTAL STORIES.$100,000
ALYS SMITH AT MARSHALL UNIVERSITY
1 JOHN MARSHALL DRIVEHUNTINGTONWV25755NONEIEMPOWERING INNOVATION-GENIUS GRANT:PURPOSE: THIS GENIUS GRANT WAS AWARDED TO ALYS SMITH FOR USE TO WORK WITH THE HELEN GURLEY BROWN FOUNDATION TO DEVELOP A TRAILBLAZING VERSION OF THE BOLD LEADERSHIP NETWORK AT MARSHALL UNIVERSITY AND TO LAUNCH THEIR FIRST COHORT OF SCHOLARS IN THE FALL OF 2025. THESE FUNDS HONOR AND RECOGNIZE ALYS SMITH'S LONG AND ILLUSTRIOUS CAREER IN SERVICE TO HER COMMUNITY.$150,000
THE BELL INC
25 BROADWAY 12 FLNEW YORKNY10004N/APCEMPOWERING INNOVATION-GRANT:PURPOSE: TO HELP CATALYZE AND JUMP START THE THE BELL'S YOUTH JOURNAL COALITION (YJC) JOURNALISM FOR ALL (J4A) PROGRAM WHICH SEEKS TO ADDRESS CRITICAL UNDERFUNDING OF JOURNALISM CURRICULUM IN NEW YORK CITY PUBLIC SCHOOLS. THIS CITYWIDE, PUBLIC-PRIVATE INITIATIVE AIMS TO BUILD SUSTAINABLE JOURNALISM PROGRAMS FOR STUDENTS ALONGSIDE ELEVATED PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND CONTINUING EDUCATION FOR TEACHERS.$200,000
MIDDLEBURY COLLEGE
14 OLD CHAPEL ROADMIDDLEBURYVT05753N/APCLEADERSHIP-"BOLD LEADERSHIP NETWORK" GRANT:PURPOSE: TO ESTABLISH AND FUND THE "BOLD LEADERSHIP NETWORK" PROGRAM AT MIDDLEBURY COLLEGE, THE PURPOSE OF WHICH IS TO DEVELOP LEADERSHIP AND SUPPORT SCHOLARS WITHIN HIGHER EDUCATION.$403,793
ITHACA COLLEGE
953 DANBY ROADITHACANY14850N/APCLEADERSHIP-"BOLD LEADERSHIP NETWORK" GRANT: PURPOSE: TO ESTABLISH AND FUND THE "BOLD LEADERSHIP NETWORK" PROGRAM AT ITHACA COLLEGE, THE PURPOSE OF WHICH IS TO DEVELOP LEADERSHIP AND SUPPORT SCHOLARS WITHIN HIGHER EDUCATION.$17,582
NORTHERN STAGE COMPANY
76 GATES STREETWHITE RIVER JUNCTIONVT05001N/APCLEADERSHIP-"BOLD CIRCLE" GRANT: PURPOSE: TO CREATE A NETWORK OF ARTISTIC DIRECTORS AS WELL AS ASSOCIATE ARTISTIC DIRECTORS, PRODUCERS, AND FELLOWS, WHO IN TURN WILL SUPPORT INNOVATIVE WRITERS, DIRECTORS, AND DESIGNERS, AND THE DEVELOPMENT OF NEW PIECES OF ARTISTIC WORK WRITTEN FOR THE THEATER STAGE.$1,260,652
UNIVERSITY OF CONNECTICUT
352 MANSFIELD ROADSTORRSCT06269N/APCLEADERSHIP-"BOLD LEADERSHIP NETWORK" GRANT: PURPOSE: TO ESTABLISH AND FUND THE "BOLD LEADERSHIP NETWORK" PROGRAM AT THE UNIVERSITY OF CONNECTICUT, THE PURPOSE OF WHICH IS TO DEVELOP LEADERSHIP AND SUPPORT SCHOLARS WITHIN HIGHER EDUCATION.$149,335
DANA-FARBER CANCER CENTER
450 BROOKLINE AVENUEBOSTONMA02215N/APCLEADERSHIP-THE HELEN GURLEY BROWN PRESIDENTIAL INITIATIVE GRANT: PURPOSE: FUNDING "HELEN FELLOWS", "HELEN MENTORS", AND "HELEN TRAILBLAZER" AWARDS AT DANA-FARBER CANCER INSTITUTE TO DEVELOP AN INITIATIVE WHICH IS A SUPPORTIVE ENVIRONMENT AND NETWORK FOR RESEARCHERS, AND TO ADVANCE THEIR CAREERS TO HELP SHEPHERD THE NEXT ERA OF BREAKTHROUGHS IN CANCER MEDICINE AND DISCOVERY.$1,385,323
COLBY-SAWYER COLLEGE
541 MAIN STREETNEW LONDONNH03257N/APCLEADERSHIP-"BOLD LEADERSHIP NETWORK" GRANT:PURPOSE: TO ESTABLISH AND FUND THE "BOLD LEADERSHIP NETWORK" PROGRAM AT COLBY-SAWYER COLLEGE, THE PURPOSE OF WHICH IS TO DEVELOP LEADERSHIP AND SUPPORT YOUNG SCHOLARS WITHIN HIGHER EDUCATION.$133,920
NORTHERN STAGE COMPANY
76 GATES STREETWHITE RIVER JUNCTIONVT05001N/APCLEADERSHIP-"BOLD VENTURES" GRANT:PURPOSE: TO PROVIDE INNOVATIVE ARTISTS WITH AN OPPORTUNITY TO DEVELOP NEW AND TRANSFORMATIVE WORKS FOR LIVE THEATER.$222,000
UNIVERSITY OF NEW HAVEN
300 BOSTON POST ROADWEST HAVENCT06516N/APCLEADERSHIP-"BOLD LEADERSHIP NETWORK" GRANT:PURPOSE: SCHOLARSHIP FUNDING FOR ONE YEAR OF TUITION FOR A SCHOLAR(S) WHO WAS AN ENROLLED PARTICIPANT AT THE COLLEGE OF ST. ROSE "BOLD LEADERSHIP NETWORK" PROGRAM, AND WHO NEEDED TO TRANSFER TO THIS INSTITUTION FOR THE REMAINDER OF THEIR EDUCATION DUE TO THE CLOSING OF THE COLLEGE OF ST. ROSE.$36,088
UNIVERSITY AT ALBANY-SUNY
1400 WASHINGTON AVENUEALBANYNY12222N/APCLEADERSHIP-"BOLD LEADERSHIP NETWORK" GRANT:PURPOSE: SCHOLARSHIP FUNDING FOR ONE YEAR OF TUITION FOR A SCHOLAR(S) WHO WAS AN ENROLLED PARTICIPANT AT THE COLLEGE OF ST. ROSE "BOLD LEADERSHIP NETWORK" PROGRAM, AND WHO NEEDED TO TRANSFER TO THIS INSTITUTION FOR THE REMAINDER OF THEIR EDUCATION DUE TO THE CLOSING OF THE COLLEGE OF ST. ROSE.$79,399
SIENA COLLEGE
515 LOUDON ROADLOUDONVILLENY12211N/APCLEADERSHIP-"BOLD LEADERSHIP NETWORK" GRANT:PURPOSE: SCHOLARSHIP FUNDING FOR ONE YEAR OF TUITION FOR A SCHOLAR(S) WHO WAS AN ENROLLED PARTICIPANT AT THE COLLEGE OF ST. ROSE "BOLD LEADERSHIP NETWORK" PROGRAM, AND WHO NEEDED TO TRANSFER TO THIS INSTITUTION FOR THE REMAINDER OF THEIR EDUCATION DUE TO THE CLOSING OF THE COLLEGE OF ST. ROSE.$21,971
ADELPHI UNIVERSITY
1 SOUTH AVENUEGARDEN CITYNY11530N/APCLEADERSHIP-"BOLD LEADERSHIP NETWORK" GRANT:PURPOSE: SCHOLARSHIP FUNDING FOR ONE YEAR OF TUITION FOR A SCHOLAR(S) WHO WAS AN ENROLLED PARTICIPANT AT THE COLLEGE OF ST. ROSE "BOLD LEADERSHIP NETWORK" PROGRAM, AND WHO NEEDED TO TRANSFER TO THIS INSTITUTION FOR THE REMAINDER OF THEIR EDUCATION DUE TO THE CLOSING OF THE COLLEGE OF ST. ROSE.$33,670
RENSSELAER POLYTECHNIC INSTITUTE
110 8TH STREETTROYNY12180N/APCLEADERSHIP-"BOLD LEADERSHIP NETWORK" GRANT:PURPOSE: SCHOLARSHIP FUNDING FOR ONE YEAR OF TUITION FOR A SCHOLAR(S) WHO WAS AN ENROLLED PARTICIPANT AT THE COLLEGE OF ST. ROSE "BOLD LEADERSHIP NETWORK" PROGRAM, AND WHO NEEDED TO TRANSFER TO THIS INSTITUTION FOR THE REMAINDER OF THEIR EDUCATION DUE TO THE CLOSING OF THE COLLEGE OF ST. ROSE.$38,872
WARDAH SAMAD AT RUTGERS UNIVERSITY
195 UNIVERSITY AVENEWARKNJ07102NONEILEADERSHIP-"BOLD" MAGIC GRANT:PURPOSE: AS A PART OF THE "BOLD LEADERSHIP NETWORK" PROGRAM AT RUTGERS-NEWARK, WARDAH SAMAD WAS AWARDED A MAGIC GRANT THAT PROVIDED FUNDING TO ADVANCE A HEALTH INITIATIVE ON CAMPUS AT RUTGERS-NEWARK.$5,000
RUTGERS UNIVERSITY-NEWARK
195 UNIVERSITY AVENUENEWARKNJ07102N/APCLEADERSHIP-"BOLD LEADERSHIP NETWORK" GRANT:PURPOSE: TO ESTABLISH AND FUND THE "BOLD LEADERSHIP NETWORK" PROGRAM AT THE RUTGERS UNIVERSITY-NEWARK CAMPUS FOR THE CLASS OF 2025, THE PURPOSE OF WHICH IS TO DEVELOP LEADERSHIP AND SUPPORT SCHOLARS WITHIN HIGHER EDUCATION.$247,500
RUTGERS UNIVERSITY-NEWARK
195 UNIVERSITY AVENUENEWARKNJ07102N/APCLEADERSHIP-"BOLD LEADERSHIP NETWORK" GRANT:PURPOSE: TO ESTABLISH AND FUND THE "BOLD LEADERSHIP NETWORK" PROGRAM AT THE RUTGERS UNIVERSITY-NEWARK CAMPUS FOR THE CLASS OF 2026, THE PURPOSE OF WHICH IS TO DEVELOP LEADERSHIP AND SUPPORT SCHOLARS WITHIN HIGHER EDUCATION.$112,500
TWIN PINES HOUSING
226 HOLIDAY DRIVE 20WHITE RIVER JUNCTIONVT05001N/APCAFFORDABLE HOUSING-GRANT:PURPOSE: FUNDING FOR AN INITIAL INVESTMENT IN THE HELEN GURLEY BROWN FOUNDATION'S MOVE TOWARD SUPPORTING AFFORDABLE HOUSING DEVELOPMENTS IN THE RURAL NORTHEASTERN SECTION OF THE UNITED STATES OF AMERICA.$187,355
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,774,531TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$187ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$734,691ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,147,602ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,882,480ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,882,480TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$207,316Amt
Net Investment Income$165,852NetInvestmentIncomeAmt
Adjusted Net Income$165,852AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBNY MELLON, CUSTODY AGENT-EQUITIESStockNm
EOY Book Value$59,878,601EOYBookValueAmt
EOYFMV$89,019,328EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBNY MELLON, CUSTODY AGENT-ALTERNATIVE INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$30,621,970BookValueAmt
EOYFMV$65,693,087EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,731LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescADP SECURITY DEPOSITDesc
BOY Book Value$16,700BOYBookValueAmt
EOY Book Value$16,700EOYBookValueAmt
EOYFMV$16,700EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WEB DESIGN & HOSTING EXPENSES$29,750$0$0$0
ADMINISTRATIVE EXPENSES$554$0$0$0
CHARITABLE PROGRAMMING DEVELOPMENT EXPENSES$10,629$0$0$10,629
INSURANCE EXPENSES$9,062$0$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEARS' GRANT RECOVERY-COLLEGE OF SAINT ROSE-"BOLD LEADERSHIP NETWORK"Desc
Amt$1,092,109Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$185,116$185,116$185,116$0
PROGRAM CONSULTANTS$230,000$0$0$230,000
ADMINISTRATION CONSULTANTS$45,000$0$0$0
PAYROLL SERVICE FEES$8,311$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$150,000$0$0$0
DELAWARE FRANCHISE TAX$25$0$0$0
NYS FILING FEES$1,500$0$0$0
PAYROLL TAXES$32,833$0$0$28,886

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