JEROME L GREENE FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JEROME L GREENE FOUNDATION INC (EIN 13-2960852)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-19
- IRS object ID
- 201612939349100501
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-19T10:20:33-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockefeller Trust Co NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5016 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101855016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132960852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEROME L GREENE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROCKEFELLER TRUST COMPANYN | InCareOfNm |
| Business Name Control | JERO | BusinessNameControlTxt |
| Phone | 2126881550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 146 Central Park West Suite 1E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE MCINERNEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125495544 | PhoneNum |
| Signature | 2016-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Susan E Leitner CPA | PreparerPersonNm |
| PTIN | P00297499 | PTIN |
| Phone | 2125495544 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $576,099,599 | 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 |
| Interest On Sav Rev And Expnss | $1,284 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,284 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,638,971 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,630,754 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $290,970,373 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $860,433,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $290,970,373 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $796,831 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $764,581 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $299,407,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $299,366,992 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $201,187 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $201,187 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,760 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,760 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $89,603 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,324 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $82,279 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $796,655 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $769,460 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,195 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,342 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,342 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,601,486 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $101,486 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $65,903 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $81,767 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $81,767 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,086 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $35,086 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,191 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,191 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,715,694 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,629,322 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $86,372 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,616,174 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,510,934 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $539,337 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,478,611 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,478,611 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,094,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,510,934 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,017,948 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $274,312,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $293,856,058 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,461,081 | CashBOYAmt |
| Cash EOY | $63,820,981 | CashEOYAmt |
| Cash EOYFMV | $63,820,981 | CashEOYFMVAmt |
| Acct Rcvbl | $3,462,384 | AcctRcvblAmt |
| Acct Rcvbl BOY | $913,547 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,462,384 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,462,287 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $36,530,479 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $43,890,077 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $43,622,530 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $41,396,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $110,089,070 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $108,075,858 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $94,649,496 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $340,023,414 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $336,087,506 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $122,464,676 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,018,741 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,518,711 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,570,311 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $151,057 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,485,157 | LandBOYAmt |
| Land EOY | $2,419,254 | LandEOYAmt |
| Land EOYFMV | $2,511,726 | LandEOYFMVAmt |
| Total Assets BOY | $306,900,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $580,723,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $576,099,599 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $306,900,638 | RetainedEarningBOYAmt |
| Retained Earning EOY | $580,723,921 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $306,900,638 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $580,723,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $306,900,638 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $580,723,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $306,900,638 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $274,312,674 | ExcessRevenueOverExpensesAmt |
| Subtotal | $581,213,312 | SubtotalAmt |
| Other Decreases | $489,391 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $580,723,921 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ROCKEFELLER US SMALL CAP (ST) | P | $32,744 | $32,744 | $32,744 | |
| ROCKEFELLER US SMALL CAP (LT) | P | -$101,181 | -$101,181 | $101,181 | |
| S/T COVERED (5) | P | $14,545,022 | $14,256 | $14,256 | $14,530,766 |
| S/T NONCOVERED (5) | P | $3,000,000 | -$18,390 | -$18,390 | $3,018,390 |
| S/T COVERED (10) | P | $505,000 | -$3,353 | -$3,353 | $508,353 |
| L/T COVERED (10) | P | $2,482,679 | $1,800 | $1,800 | $2,480,879 |
| L/T NONCOVERED (10) | P | $2,019,570 | $3,108 | $3,108 | $2,016,462 |
| S/T COVERED (14) | P | $15,808,712 | $101,902 | $101,902 | $15,706,810 |
| L/T COVERED (14) | P | $9,467,457 | $103,896 | $112,740 | $9,354,717 |
| S/T COVERED (15) | P | $24,379,282 | -$26,952 | -$46,379 | $24,425,661 |
| L/T COVERED (15) | P | $20,380,530 | $786,625 | $817,964 | $19,562,566 |
| S/T COVERED (17) | P | $11,146,627 | -$1,009,807 | -$1,056,663 | $12,203,290 |
| L/T COVERED (17) | P | $3,506,083 | $143,793 | $143,793 | $3,362,290 |
| L/T NONCOVERED (17) | P | $275 | $275 | $275 | |
| S/T COVERED (6) | P | $35,081,479 | $13,165 | $13,165 | $35,068,314 |
| LOSS ON DISPOSITION OF 724 FIFTH AVENUE REALTY | P | $364,812 | -$1,991,351 | -$1,991,351 | $2,356,163 |
| LOSS ON DISPOSITION OF LEXINGTON BUILDING | P | $397,897,500 | -$2,895,875 | -$2,895,875 | $400,793,375 |
| SECTION 1231 ON SALE OF LEXINGTON BUILDING | P | $294,738,057 | $294,738,057 | $294,738,057 | |
| GAIN ON LITIGATION | P | $2,681 | $2,681 | $2,681 | |
| S/T NONCOVERED (11) | P | $2,300,000 | $2,300,000 | ||
| L/T COVERED (11) | P | $8,600,000 | $8,600,000 | ||
| L/T NONCOVERED(11) | P | $13,100,000 | $13,100,000 | ||
| L/T NONCOVERED (12) | P | $1,074,980 | $1,074,980 | $1,074,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $290,970,373 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,329,954 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $322,807,099 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041294 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $101,300,049 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $310,967,955 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.325757 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,504,008 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $520,858,052 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.263995 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,160,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $70,389,154 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030697 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,373,584 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,970,337 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.156365 | DistributionYr5Rt |
| Total Distribution | 0.818108 | TotalDistributionRt |
| Average Distribution | 0.163622 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $501,615,007 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $82,075,251 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,938,561 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $85,013,812 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,017,948 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,877,121 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,877,121 | SubtotalAmt |
| Tax Based On Investment Income | $5,877,121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,592,973 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,592,973 | TotalPaymentsAndCreditsAmt |
| Overpayment | $715,852 | OverpaymentAmt |
| Applied To ES Tax | $715,852 | 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 | ROCKEFELLER TRUST COMPANYNA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125495544 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ROCKEFELLER PL 3RD FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Christina McInerney | ||||||
| c/o Jerome L Greene Foundation Inc | New York | NY | 10023 | President and CEO | 40.0 | $150,000 |
| Barbara Prawdzik | ||||||
| c/o Jerome L Greene Foundation Inc | New York | NY | 10023 | Secretary | 40.0 | $51,187 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SPENCER HARPER III | |||||
| C/o J Greene Fdn 146 Cntrl Park Wes | NEW YORK | NY | 10023 | Legal Counsel | $76,800 |
| Robert Weissenstein | |||||
| C/o J Greene Fdn 146 Cntrl Park Wes | NEW YORK | NY | 10023 | Investment Counsel | $183,337 |
| 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 | $378,975,477 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,035,634 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $55,242,703 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $509,253,814 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $509,253,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,638,807 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $501,615,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,080,750 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,080,750 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,877,121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,877,121 | TotalTaxAmt |
| Distributable Before Adj | $19,203,629 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,203,629 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,203,629 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,017,948 | 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 | $13,017,948 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $13,017,948 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,203,629 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,993,858 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $111,676,155 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $85,971,419 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $200,641,432 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,017,948 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $13,017,948 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,185,681 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,185,681 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $194,455,751 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $194,455,751 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $108,484,332 | ExcessFromYear3Amt |
| Excess From Year2 | $85,971,419 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED LIST | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED LIST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $12,478,611 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,478,611 | 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 | $1,284 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,638,971 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $796,831 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $290,970,373 | 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 | $299,407,459 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $299,407,459 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,500 | Amt |
| Disbursements Charitable Prps | $17,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| OFFICE COOP | 2013-09-30 | $2,503,790 | $82,950 | M39 | $64,197 |
| IMPROVEMENT | 2013-09-30 | $66,521 | $2,204 | M39 | $1,706 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $340,023,414 | EOYBookValueAmt |
| EOYFMV | $336,087,506 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $110,089,070 | EOYBookValueAmt |
| EOYFMV | $108,075,858 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $43,890,077 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $43,622,530 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $17,018,741 | BookValueAmt |
| EOYFMV | $18,518,711 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE COOP | $2,503,790 | $147,147 | $2,356,643 |
| IMPROVEMENT | $66,521 | $3,910 | $62,611 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $89,603 | LegalFeesAmt |
| Net Investment Income | $7,324 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $82,279 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX TIMING DIFFERENCES | Desc |
| Amt | $489,391 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 724 5TH AVENUE | $8,957 | $8,957 | |
| VALLEY FORGE CA LP | $105,721 | $105,721 | |
| VALLEY FORGE CA GP LLC | $429 | $429 | |
| WEBSITE | $5,072 | $5,072 | |
| UTILITIES | $9,586 | $9,586 | |
| MISC OFFICE EXPENSES | $8,016 | $8,016 | |
| POSTAGE | $515 | $515 | |
| INVESTMENT MGT FEES - CKG | $73 | $73 | |
| FILING FEES | $1,500 | $1,500 | |
| INSURANCE | $13,917 | $13,917 | |
| SECURITY | $1,520 | $1,520 | |
| ROCKEFELLER US SMALL CAP | $43,297 | $43,297 | |
| BANK FEE | $1,640 | $1,640 | |
| PAYROLL FEES | $1,758 | $1,758 | |
| OFFICE TEMPORARIES | $26,091 | $26,091 | |
| OFFICE EQUIPMENT AND SUPPLIES | $16,757 | $16,757 | |
| BLACKSTONE TOTAL ALT SOLUTIONS | $895 | $895 | |
| F/X LOSS | $3,842 | $3,842 | |
| LEXINGTON BUILDING | $4,466,108 | $4,466,108 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PETERS LAND SYNDICATE | $25,964 | $25,964 |
| THE 6465 REALTY CO | $390,982 | $390,982 |
| THE SIXTY EIGHTH STREET | $282,491 | $282,491 |
| MADISON SYNDICATE | $11,894 | $11,894 |
| FOREIGN EXCHANGE GAIN | $13,067 | $13,067 |
| CT- 13 2014 refund | $32,250 | |
| JP Morgan (9009)Ordinary Income | $8,844 | $8,844 |
| JP Morgan (70007) Ordinary Income | $31,339 | $31,339 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ROCK & CO INVESTMENT FEE | $415,620 | $415,620 | |
| CREDIT SUISSE INVESTMENT FEE | $34,159 | $34,159 | |
| JPMORGAN CUSTODY FEE | $110,597 | $110,597 | |
| INVESTMENT CONSULTANTS | $209,084 | $209,084 | |
| WEBSITE CONSULTANTS | $24,355 | $24,355 | |
| INTERIOR DESIGN CONSULTANT | $1,640 | $1,640 | |
| IT CONSULTANT | $1,200 | $1,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES (990PF) | $6,500,000 | |
| JPM FOREIGN TAXES (12) | $54,569 | $54,569 |
| JPM FOREIGN TAXES (17) | $46,917 | $46,917 |
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