FOUNDATION FOR A JUST SOCIETY: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR A JUST SOCIETY (EIN 27-3345774)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-26
- IRS object ID
- 201623009349100412
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-26T19:42:29-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | 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 | 273345774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation for a Just Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARINA SHMOUKLER | InCareOfNm |
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 6463620039 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 East 22nd Street | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AUDREY SIMONS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6463620039 | PhoneNum |
| Signature | 2016-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | scott thompsett | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | 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 | $269,769,483 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $39,470,650 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,157 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,157 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $491,779 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $491,779 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $491,779 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $18,072,391 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,569,522 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,051,978 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$728,524 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $58,048,977 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,829,390 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $976,096 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,114,558 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $372,084 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $400,371 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,675 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,854 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $67,188 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $110,567 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $258,144 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $233,494 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $339,455 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41,682 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $442,299 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $442,299 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $342,499 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $49,480 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $410,261 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $118,079 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $146,712 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $26,780 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $26,911 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $378,646 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $357,906 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,341,945 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $533,461 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,825,634 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,748,041 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,403,441 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,089,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $533,461 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,229,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,958,991 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,295,929 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,288,123 | CashBOYAmt |
| Cash EOY | $2,628,227 | CashEOYAmt |
| Cash EOYFMV | $2,628,227 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,629,752 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,143,980 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,143,980 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $226,425 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $226,425 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $226,425 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $85,951 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $127,229 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $127,229 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $146,728,951 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $166,090,830 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $166,090,830 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $31,238,375 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $443,895 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $27,518,003 | LandBOYAmt |
| Land EOY | $30,794,480 | LandEOYAmt |
| Land EOYFMV | $30,794,480 | LandEOYFMVAmt |
| Other Assets BOY | $13,291,342 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,758,312 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,758,312 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $209,542,122 | TotalAssetsBOYAmt |
| Total Assets EOY | $269,769,483 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $269,769,483 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $621,002 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $311,932 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,301,900 | GrantsPayableBOYAmt |
| Grants Payable EOY | $7,646,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $440,590 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $607,697 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,363,492 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,566,129 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $206,178,630 | UnrestrictedBOYAmt |
| Unrestricted EOY | $261,203,354 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $206,178,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $261,203,354 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $209,542,122 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $269,769,483 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $206,178,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,958,991 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,065,733 | OtherIncreasesAmt |
| Subtotal | $261,203,354 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $261,203,354 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| INVESTMENT REDEMPTIONS | P | $22,405,789 | $4,488,606 | $17,917,183 | $17,917,183 | |
| FUND-OF-FUND INVESTMENT SALE | P | $5,163,733 | $5,000,000 | $163,733 | $163,733 | 2015-10-31 |
| LONG-TERM REALIZED GAIN FROM LPS | P | $2,219,679 | ||||
| SHORT-TERM REALIZED LOSS FROM LPS | P | -$248,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,051,978 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$248,617 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,337,299 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $182,354,483 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.199267 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,610,668 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $135,493,482 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034029 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,869,892 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $66,850,426 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04293 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,113,166 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,535,214 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035299 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,662,343 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.311525 | TotalDistributionRt |
| Average Distribution | 0.062305 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $208,485,171 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,989,669 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $192,959 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,182,628 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,956,374 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $192,959 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $192,959 | SubtotalAmt |
| Tax Based On Investment Income | $192,959 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $250,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $250,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $57,041 | OverpaymentAmt |
| Applied To ES Tax | $57,041 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | FJS.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINA SHMOUKLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6463620039 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 EAST 22ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| AUDREY SIMONS | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | PRESIDENT | 10.0 | $0 | $0 | $0 |
| JESSICA HAWRYS | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | VICE PRESIDENT | 2.5 | $0 | $0 | $0 |
| KYLA BARKIN | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | SECRETARY/TREASURER | 4.0 | $0 | $0 | $0 |
| KADY SAFAR | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | DIRECTOR | 2.5 | $0 | $0 | $0 |
| ELIZABETH SIMONS | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | DIRECTOR | 2.5 | $0 | $0 | $0 |
| Patricia Weisenfeld | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | Director; VP Hannah Charitable | 2.5 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RINI B CONWAY | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | EXECUTIVE DIRECTOR | 40.0 | $183,005 | $43,162 | $0 |
| MARINA SHMOUKLER | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | DIR. FINANCE & ADMIN | 40.0 | $158,855 | $52,153 | $0 |
| JOSE SANTIAGO | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | FACILITIES MANAGER | 40.0 | $96,122 | $36,349 | $0 |
| ZAYNAB NAWAZ | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | PROGRAM OFFICER | 40.0 | $100,675 | $15,325 | $0 |
| ANDREA LYNCH | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | PROGRAM OFFICER | 40.0 | $91,112 | $21,494 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 5 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Kahn Architecture & Design PC | |||||
| 2 West 45th Street Suite 501 | NEW YORK | NY | 10036 | architecture | $118,698 |
| Jones Lang LaSalle Americas Inc | |||||
| 330 Madison Ave | NEW YORK | NY | 10017 | Real Estate | $94,985 |
| Fiscal Management Associates | |||||
| 440 Park Ave S 3 | NEW YORK | NY | 10016 | Consulting | $73,423 |
| Fenton Communication Inc | |||||
| 1010 vermont ave nw ste 1100 | WASHINGTON | DC | 20005 | public relations | $63,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $163,654,060 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,274,212 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,731,800 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $211,660,072 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $211,660,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,174,901 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $208,485,171 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,424,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,424,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $192,959 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $192,959 | TotalTaxAmt |
| Distributable Before Adj | $10,231,300 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,231,300 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,231,300 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,229,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,727,299 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $16,956,374 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $192,959 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,763,415 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,231,300 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,618,331 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,618,331 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,956,374 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $10,231,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,725,074 | RemainingDistriFromCorpusAmt |
| Total Corpus | $31,343,405 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $31,343,405 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $24,618,331 | ExcessFromYear1Amt |
| Excess From Current Year | $6,725,074 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | AUDREY SIMONS | 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 Attachment 15 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | new york | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | See attachment 15 | GrantOrContributionPurposeTxt |
| Amt | $10,403,441 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,403,441 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attachment 16 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | New york | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | see attachment 16 | GrantOrContributionPurposeTxt |
| Amt | $7,446,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,446,500 | TotalGrantOrContriApprvFutAmt |
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 | $14,157 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $491,779 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,072,391 | 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 | $18,578,327 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,578,327 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| The Audrey Simons Delaware Trust I | ||||||
| 1 | 500 STANTON C RD | NEWARK | DE | 19713 | $25,013,800 | Yes (X) |
| The Audrey Simons Delaware Trust II | ||||||
| 2 | 500 STANTON C RD | NEWARK | DE | 19713 | $14,454,350 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANT THORNTON, LLP | $3,788 | $0 | $0 | $46,288 |
| FISCAL MANAGEMENT ASSOCIATES | $63,400 | $0 | $0 | $64,279 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS/LIMITED | FMV | $166,090,830 | $166,090,830 |
| PARTNERSHIPS |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB, BLOCK & PARTNERS LLP | CategoryTxt |
| Legal Fees | $20,675 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,854 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT RECEIVABLES | $13,259,995 | $11,731,800 | $11,731,800 |
| RENT DUE FROM THIRD PARTIES | $31,347 | $26,512 | $26,512 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $238,521 | $0 | $0 | $218,006 |
| INSURANCE | $74,018 | $0 | $0 | $75,435 |
| COMMUNICATION EXPENSE | $7,302 | $0 | $0 | $7,302 |
| PROGRAM DEVELOPMENT EXPENSE | $36,577 | $0 | $0 | $35,549 |
| OTHER BOARD DEVELOPMENT | $20,728 | $0 | $0 | $20,114 |
| STATE FILING FEES | $1,500 | $0 | $0 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Portfolio Income from Investments in | |||
| Limited Partnerships | $0 | -$728,524 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $16,065,733 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $440,590 | BOYBookValueAmt |
| EOY Book Value | $607,697 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAM DEVELOPMENT CONSULTING | $132,971 | $0 | $0 | $129,705 |
| HR OUTSOURCING AND RECRUITMENT | $65,326 | $0 | $0 | $49,923 |
| OTHER CONSULTING SERVICES | $24,559 | $0 | $0 | $21,525 |
| BOARD DEVELOPMENT CONSULTING | $19,888 | $0 | $0 | $15,441 |
| PROFESSIONAL DEVELOPMENT | ||||
| CONSULTANT | $13,000 | $0 | $0 | $14,500 |
| FACILITIES MGT CONSULTING | $2,400 | $0 | $0 | $2,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX EXPENSE | $339,455 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $41,682 | $0 | $0 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hannah Charitable LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 East 22nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 901026375 | EIN |
| Desc | The Foundation did not make a transfer to its disregarded entity in 2015. | Desc |
| Amt | $0 | Amt |
Comments