CARL MARKS FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CARL MARKS FOUNDATION INC (EIN 13-6169215)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-08
- IRS object ID
- 201630399349100163
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-08T15:28:03-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136169215 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Carl Marks Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrew Boas | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,529,326 | 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 | $1,751,767 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $828 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $828 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $131,354 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,354 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $443,294 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,234,866 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,133,722 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,816 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,330,059 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,265,904 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $62,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $62,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,743 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,743 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,167 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,167 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $85,737 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $85,737 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67,495 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $980 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $302 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $302 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,031 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $230 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,801 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $269,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $201,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,439,945 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,439,945 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,709,420 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,641,695 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $620,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,264,694 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,093,056 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,745,965 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,745,965 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,203,126 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,170,856 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,783,361 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $17,296,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,916,821 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,529,326 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $17,296,182 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,916,821 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,296,182 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,916,821 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,296,182 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,916,821 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,296,182 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $620,639 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,916,821 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,916,821 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,234,866 | GrossSalesPriceAmt |
| Cost Or Other Basis | $101,144 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,133,722 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,133,722 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,133,722 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,000,594 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,104,460 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082997 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,041,277 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,215,890 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.131 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,418,678 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,895,862 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.105638 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,784,442 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,173,598 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065668 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,742,622 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,600,504 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070837 | DistributionYr5Rt |
| Total Distribution | 0.45614 | TotalDistributionRt |
| Average Distribution | 0.091228 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,072,774 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,196,111 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,647 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,218,758 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,641,695 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,294 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $45,294 | SubtotalAmt |
| Tax Based On Investment Income | $45,294 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,700 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,726 | AppliedToEsTaxAmt |
| Total Payments And Credits | $46,426 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,132 | OverpaymentAmt |
| Applied To ES Tax | $1,132 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Andrew M Boas | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairman / Co-Pres / Dir | 1.0 | $0 |
| Carol A Boas | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Treas | 1.0 | $0 |
| Carol L Boas | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec* / Assistant Treas | 1.0 | $0 |
| Rick Boas | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Vice Chair | 1.0 | $0 |
| Marjorie Boas-Levins | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairman / Dir | 1.0 | $0 |
| Mark Claster | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Pres / Dir | 1.0 | $0 |
| Susan B Claster | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Vice Chair | 1.0 | $0 |
| Jack Levins | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Asst Sec / Asst Treas | 1.0 | $0 |
| Kate Liebman | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 1.0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MS SUSAN SHANKMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 RIVERSIDE AVE STE 202A | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM ADMIN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $62,000 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nancy and Edwin Marks Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 third Avenue 33rd fl | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Philanthropic | ServiceTypeTxt |
| Compensation | $85,737 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,296,700 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,142,664 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,439,364 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,439,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $366,590 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,072,774 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,203,639 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,203,639 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,294 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,294 | TotalTaxAmt |
| Distributable Before Adj | $1,158,345 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,158,345 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,158,345 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,641,695 | 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 | $1,641,695 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,641,695 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,158,345 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $1,089,026 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,895,514 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $832,586 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,817,126 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,641,695 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,158,345 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $483,350 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,300,476 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,300,476 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,089,026 | ExcessFromYear3Amt |
| Excess From Year2 | $1,895,514 | ExcessFromYear2Amt |
| Excess From Year1 | $832,586 | ExcessFromYear1Amt |
| Excess From Current Year | $483,350 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Andrew M Boas | ContributingManagerNm |
| Contributing Manager | Mark Claster | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (178 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACHIEVEMENT FIRST INC | ||||||||
| 335 ADAMS ST | BROOKLYN | NY | 11201 | N/A | PC | Last In Scholarship Fund | $10,000 | |
| ALL OUR KIN INC | ||||||||
| 414 A CHAPEL ST STE 100 | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $5,000 | |
| ALL STARS PROJECT INC | ||||||||
| 543 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | Bridgeport Division | $5,000 | |
| ALLIANCE OF COMMUNITY TRAINERS | ||||||||
| PO BOX 1286 | AUSTIN | TX | 78767 | N/A | PC | General & Unrestricted | $3,000 | |
| ALS ANGELS INC | ||||||||
| 342 GREENS FARMS RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $2,000 | |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOC | ||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $1,000 | |
| AMERICAN DIABETES ASSOCIATION INC | ||||||||
| 55 E MONROE ST 3420 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $1,000 | |
| AMERICAN DIABETES ASSOCIATION INC | ||||||||
| 333 7TH AVE 17TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $100 | |
| AMERICAN FRIENDS OF SHALVA ISRAEL INC | ||||||||
| 315 5TH AVE 6TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $27,000 | |
| AM FRIENDS OF THE SOROKA MEDICAL CTR OF THE NEGEV | ||||||||
| PO BOX 184-8 | SCARSDALE | NY | 10583 | N/A | PC | General & Unrestricted | $1,000 | |
| AMERICARES FOUNDATION INC | ||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $20,000 | |
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO | ||||||||
| 225 E CHICAGO AVE BOX 4 | CHICAGO | IL | 60611 | N/A | PC | Strengthening Chicago's Youth Program and Patient Emergency Fund | $45,000 | |
| ANTI-DEFAMATION LEAGUE OF BNAI BRITH | ||||||||
| 1952 WHITNEY AVE 3RD FL | HAMDEN | CT | 06517 | N/A | PC | Charitable Event | $5,000 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 5 JOY ST | BOSTON | MA | 02108 | N/A | PC | A Mountain Classroom Youth Opportunities Program Trail Maintenance | $30,000 | |
| ARBOR BROTHERS INC | ||||||||
| 56 E 126TH ST 1 | NEW YORK | NY | 10035 | N/A | PC | General & Unrestricted | $12,000 | |
| B'NAI B'RITH INTERNATIONAL | ||||||||
| 134 N LASALLE ST 1530 | CHICAGO | IL | 60602 | N/A | PC | General & Unrestricted | $500 | |
| BE THE MATCH FOUNDATION | ||||||||
| 3001 BROADWAY ST NE STE 601 | MINNEAPOLIS | MN | 55413 | N/A | PC | General & Unrestricted | $6,000 | |
| BERNARD M BARUCH COLLEGE | ||||||||
| ONE BERNARD BARUCH WAY BOX A-1603 | NEW YORK | NY | 10010 | N/A | PC | The Zicklin School of Business, Graduate School | $500 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 33 E 33RD ST 7TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $250 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 33 E 33RD ST 7TH FL | NEW YORK | NY | 10016 | N/A | PC | Sponsor one participant in the Birthright Israel Program | $3,000 | |
| BLUE ENGINE INC | ||||||||
| 75 BROAD ST RM 2900 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $14,400 | |
| BOOMER ESIASON FOUNDATION | ||||||||
| 200 B ARMSTRONG RD | GARDEN CITY PARK | NY | 11040 | N/A | PC | Charitable Event | $1,750 | |
| BRIDGEPORT HOSPITAL FOUNDATION INC | ||||||||
| 267 GRANT ST | BRIDGEPORT | CT | 06610 | N/A | PC | Fay Fund | $15,000 | |
| BUILDERS BEYOND BORDERS | ||||||||
| 66 FORT POINT ST | NORWALK | CT | 06855 | N/A | PC | General & Unrestricted | $4,000 | |
| CHAI-LIFE LINE | ||||||||
| 151 W 30TH ST | NEW YORK | NY | 10001 | N/A | PC | Midwest Lacey's Legacy Program | $2,500 | |
| CHARTER OAK CHALLENGE FOUNDATION INC | ||||||||
| 575 RIVERSIDE AVE STE 202A | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $2,000 | |
| CHILD ABUSE PREVENTION SERVICES INC | ||||||||
| PO BOX 176 | ROSLYN | NY | 11576 | N/A | PC | General & Unrestricted | $2,800 | |
| CHILD ABUSE PREVENTION SERVICES INC | ||||||||
| PO BOX 176 | ROSLYN | NY | 11576 | N/A | PC | Charitable Event | $5,000 | |
| CITY OF HOPE | ||||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | N/A | PC | General & Unrestricted | $1,000 | |
| CLASP HOMES INC | ||||||||
| 246 POST RD E | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $5,300 | |
| CNATURENET | ||||||||
| 808 14TH AVE SE | MINNEAPOLIS | MN | 55414 | N/A | PC | General & Unrestricted | $5,000 | |
| CONNECTICUT ASSOCIATION FOR THE GIFTED INC | ||||||||
| 7 REIMER RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 | |
| CONNECTICUT ASSOCIATION FOR THE GIFTED INC | ||||||||
| 7 REIMER RD | WESTPORT | CT | 06880 | N/A | PC | Charitable Event | $2,500 | |
| CONNECTICUT FOOD BANK INC | ||||||||
| PO BOX 8686 | NEW HAVEN | CT | 06512 | N/A | PC | General & Unrestricted | $5,000 | |
| CONNECTICUT HOSPICE INC | ||||||||
| 100 DOUBLE BEACH RD | BRANFORD | CT | 06405 | N/A | PC | Fay Fund | $5,000 | |
| CONNECTICUT VETERANS LEGAL CENTER | ||||||||
| 114 ORANGE AVE 2ND FL | WEST HAVEN | CT | 06516 | N/A | PC | Charitable Event | $1,000 | |
| CORNELL UNIVERSITY | ||||||||
| PO BOX 752 | ITHACA | NY | 14851 | N/A | PC | Plantations Program | $200 | |
| CORNELL UNIVERSITY- COLLEGE OF VETERINARY MEDICINE | ||||||||
| PO BOX 223623 | PITTSBURGH | PA | 15251 | N/A | PC | Patient Assistance Program and Memorial Lecture Series | $10,000 | |
| COUNCIL ON FOREIGN RELATIONS INC | ||||||||
| 58 E 68TH ST | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $2,000 | |
| CULTURE OF RESPECT INC | ||||||||
| 19 CRAWFORD RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 | |
| CYPRESS HILLS LOCAL DEVELOPMENT CORPORATION INC | ||||||||
| 625 JAMAICA AVE | BROOKLYN | NY | 11208 | N/A | PC | College Persistence Program | $50,000 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $25,000 | |
| DOMUS KIDS INC | ||||||||
| 83 LOCKWOOD AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $2,500 | |
| DON MONTI MEMORIAL RESEARCH FOUNDATION | ||||||||
| 1 Bungtown Rd | COLD SPRING HARBOR | NY | 11724 | N/A | PC | General & Unrestricted | $500 | |
| DONORSCHOOSE ORG | ||||||||
| 134 W 37TH ST 11TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 | |
| DUKE UNIVERSITY | ||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Annual Fund and General & Unrestricted | $5,000 | |
| ECHOING GREEN FOUNDATION | ||||||||
| 494 8TH AVE 2 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 | |
| EDUCATION REFORM NOW INC | ||||||||
| 928 BROADWAY STE 505 | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $5,000 | |
| EMANUEL CONGREGATION | ||||||||
| 5959 N SHERIDAN RD | CHICAGO | IL | 60660 | N/A | PC | General & Unrestricted | $5,000 | |
| EXCEL BRIDGEPORT INC | ||||||||
| 1057 BROAD ST STE 302 | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $12,500 | |
| FACING HISTORY AND OURSELVES NATIONAL FOUNDATION | ||||||||
| 14 E 4TH ST STE 3003 | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $2,500 | |
| FACULTY-STUDENT ASSOC OF STATE UNIVERSITY MARITIME | ||||||||
| 6 PENNYFIELD AVE | BRONX | NY | 10465 | N/A | PC | To support the Humanities Department or Fort Schuyler Press | $500 | |
| FAMILIES FOR EXCELLENT SCHOOLS INC | ||||||||
| 80 PINE ST 32 | NEW YORK | NY | 10005 | N/A | PC | For Every Child Initiative | $25,000 | |
| FED FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD CTY | ||||||||
| 431 POST RD E STE 17 | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $10,000 | |
| FIGURE SKATING IN HARLEM INC | ||||||||
| 361 W 125TH ST | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $40,000 | |
| FIVER CHILDRENS FOUNDATION INC | ||||||||
| 519 8TH AVE 24TH FL | NEW YORK | NY | 10018 | N/A | PC | Step Up to High School and Beyond Program | $50,000 | |
| FRIENDS OF BAXTER STATE PARK | ||||||||
| PO BOX 322 | BELFAST | ME | 04915 | N/A | PC | General & Unrestricted | $1,000 | |
| FRIENDS OF BURLEY | ||||||||
| 1630 W BARRY AVE | CHICAGO | IL | 60657 | N/A | PC | General & Unrestricted | $20,000 | |
| FRIENDS OF THE CHILDREN NEW YORK | ||||||||
| PO BOX 1649 | NEW YORK | NY | 10026 | N/A | PC | Support a Friend Program | $50,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 1430 BROADWAY RM 1301 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 | |
| FRIENDS OF THE LEVITT PAVILION INC | ||||||||
| 260 S COMPO RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $1,000 | |
| FRIENDS OF THE NORWALK RIVER VALLEY TRAIL INC | ||||||||
| 115 NOD HILL RD | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $250 | |
| FRIENDS OF YEMIN ORDE INC | ||||||||
| 4340 E-W HWY STE 202 | BETHESDA | MD | 20814 | N/A | PC | Graduate Scholarship fund | $1,000 | |
| FUND FOR THE AGED INC | ||||||||
| 120 W 106TH ST | NEW YORK | NY | 10025 | N/A | PC | Jewish Home Lifecare Program | $1,000 | |
| FUTURES WITHOUT VIOLENCE | ||||||||
| 100 MONTGOMERY ST | SAN FRANCISCO | CA | 94129 | N/A | PC | General & Unrestricted | $5,000 | |
| GLOBAL JUSTICE ECOLOGY PROJECT INC | ||||||||
| 230 N ST | BUFFALO | NY | 14201 | N/A | PC | General & Unrestricted | $10,000 | |
| GREAT NECK MANHASSET COMMUNITY | ||||||||
| 855 MIDDLE NECK RD | GREAT NECK | NY | 11024 | N/A | PC | General & Unrestricted | $1,000 | |
| G RICHARDS L POLATSCH & S WEINGARD MEMORIAL FD | ||||||||
| 4 EDGEWOOD DR | RYE BROOK | NY | 10573 | N/A | PC | General & Unrestricted | $1,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 51 AUSTIN ST | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $5,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 322 W LAMAR ST | ATLANTA | GA | 31709 | N/A | PC | General & Unrestricted | $275 | |
| HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY | ||||||||
| 1542 BARNUM AVE | BRIDGEPORT | CT | 06610 | N/A | PC | General & Unrestricted | $1,000 | |
| HADASSAH FOUNDATION INC | ||||||||
| 40 WALL ST | NEW YORK | NY | 10005 | N/A | PC | Hadassah Medical Organization | $500 | |
| HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION | ||||||||
| 3101 CLIFTON AVE 3RD FL | CINCINNATI | OH | 45220 | N/A | PC | General & Unrestricted | $500 | |
| HENRY VISCARDI SCHOOL | ||||||||
| 201 I U WILLETS RD | ALBERTSON | NY | 11507 | N/A | PC | General & Unrestricted | $500 | |
| HILLEL FOUNDATION AT TUFTS UNIVERSITY | ||||||||
| GRANOFF FAMILY HILLEL CENTER | MEDFORD | MA | 02155 | N/A | PC | General & Unrestricted | $250 | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||
| CORNELL UNIVERSITY G34 ANABEL TAYL | ITHACA | NY | 14853 | N/A | PC | General & Unrestricted | $1,000 | |
| HOFSTRA UNIVERSITY - SCHOOL OF LAW | ||||||||
| 121 HOFSTRA UNIVERSITY RM 029L | HEMPSTEAD | NY | 11549 | N/A | PC | Monroe H Freedman Institute for the Study of Legal Ethics Fund | $2,500 | |
| HOLE IN THE WALL GANG FUND INC | ||||||||
| 555 LONG WHARF DR | NEW HAVEN | CT | 06511 | N/A | PC | Charitable Event | $3,000 | |
| HOMES WITH HOPE INC | ||||||||
| 49 RICHMONDVILLE AVE STE 112 | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $5,000 | |
| HUMAN RIGHTS WATCH INC | ||||||||
| 350 5TH AVE FL 34 | NEW YORK | NY | 10118 | N/A | PC | General & Unrestricted | $5,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | MSMC Glaucoma Research Fund | $1,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | Steven M. Podos, MD, Lectureship and Symposium in the Department of Ophthalmology | $10,000 | |
| INDEGO AFRICA PROJECT | ||||||||
| 51 W 52ND ST STE 2300 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $5,000 | |
| INSTITUTE OF NOETIC SCIENCES | ||||||||
| 101 SAN ANTONIO RD | PETALUMA | CA | 94952 | N/A | PC | General & Unrestricted | $1,000 | |
| INTERFAITH NUTRITION NETWORK | ||||||||
| 211 FULTON AVE | HEMPSTEAD | NY | 11550 | N/A | PC | Charitable Event | $3,500 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | General & Unrestricted | $15,000 | |
| ITHACA COLLEGE | ||||||||
| 953 DANBY RD | ITHACA | NY | 14850 | N/A | PC | Annual Fund for Financial Aid | $5,000 | |
| ITHACA COLLEGE | ||||||||
| 953 DANBY RD | ITHACA | NY | 14850 | N/A | PC | Jewish Studies Program | $5,000 | |
| ITNCOASTALCT INC | ||||||||
| 303 LINWOOD AVE | FAIRFIELD | CT | 06824 | N/A | PC | General & Unrestricted | $500 | |
| JBI INTERNATIONAL INC | ||||||||
| 110 E 30TH ST | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $100 | |
| JEWISH CHILD CARE ASSOCIATION OF NEW YORK | ||||||||
| 858 E 29TH ST | BROOKLYN | NY | 11210 | N/A | PC | General & Unrestricted | $1,000 | |
| JEWISH FAMILY SERVICE OF STAMFORD INC | ||||||||
| 733 SUMMER ST 6TH FL | STAMFORD | CT | 06901 | N/A | PC | General & Unrestricted | $5,000 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY INC | ||||||||
| 4601 COMMUNITY DR | WEST PALM BEACH | FL | 33417 | N/A | PC | General & Unrestricted | $10,000 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY INC | ||||||||
| 4601 COMMUNITY DR | WEST PALM BEACH | FL | 33417 | N/A | PC | Charitable Event | $500 | |
| JEWISH HOME LIFECARE MANHATTAN | ||||||||
| 120 W 106TH ST | NEW YORK | NY | 10025 | N/A | PC | Geriatric Career Development Program | $50,000 | |
| JUILLIARD SCHOOL | ||||||||
| 60 LINCOLN CTR PLZA 225 | NEW YORK | NY | 10023 | N/A | PC | Chamber Music Program | $1,000 | |
| LEARNING ALLY | ||||||||
| 20 ROSZEL RD | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $3,000 | |
| LEAVE OUT VIOLENCE LOVE U S INC | ||||||||
| 32 W 28TH ST | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,500 | |
| LEUKEMIA & LYMPHOMA SOCIETY INC | ||||||||
| 1311 MAMARONECK AVE STE 310 | WHITE PLAINS | NY | 10605 | N/A | PC | General & Unrestricted | $1,100 | |
| LIBERATION PROGRAMS INC | ||||||||
| 129 GLOVER AVE STE 1 | NORWALK | CT | 06850 | N/A | PC | General & Unrestricted | $1,000 | |
| LIGHTHOUSE FOR THE BLIND OF PALM BEACHES INC | ||||||||
| 1715 E TIFFANY DR | WEST PALM BCH | FL | 33407 | N/A | PC | General & Unrestricted | $100 | |
| MIAMI CITY BALLET INC | ||||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | N/A | PC | General & Unrestricted | $250 | |
| MORRYS CAMP INC | ||||||||
| 350 EXECUTIVE BLVDSTE 125 | ELMSFORD | NY | 10523 | N/A | PC | General & Unrestricted | $50,000 | |
| NATL COMMITTEE FOR THE PREVENTION OF ELDER ABUSE | ||||||||
| 1730 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $3,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED | ||||||||
| 475 RIVERSIDE DR STE 1901 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $100 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 40 MARCUS DR STE 100 | MELVILLE | NY | 11747 | N/A | PC | General & Unrestricted | $5,000 | |
| NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY INC | ||||||||
| 391 E WASHINGTON AVE | BRIDGEPORT | CT | 06608 | N/A | PC | General & Unrestricted | $2,500 | |
| NEW HEIGHTS YOUTH INC | ||||||||
| 2576 BROADWAY PMB 213 | NEW YORK | NY | 10025 | N/A | PC | College Assistance Program | $40,000 | |
| NEW YORK NEEDS YOU INC | ||||||||
| 589 8TH AVE 5TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $8,000 | |
| NEW YORK PRESBYTERIAN HOSPITAL | ||||||||
| 525 E 68TH ST BOX 123 | NEW YORK | NY | 10032 | N/A | PC | General & Unrestricted | $1,000 | |
| NEW YORKERS FOR CHILDREN INC | ||||||||
| 450 7TH AVE STE 403 | NEW YORK | NY | 10123 | N/A | PC | General & Unrestricted | $2,500 | |
| NORTH SHORE LONG ISLAND JEWISH HEALTH SYSTEM FDN | ||||||||
| 125 COMMUNITY DR | GREAT NECK | NY | 11021 | N/A | PC | Adopt-A-Family Program | $500 | |
| NORTH SHORE LONG ISLAND JEWISH HEALTH SYSTEM FDN | ||||||||
| 125 COMMUNITY DR | GREAT NECK | NY | 11021 | N/A | PC | Advancing Women in Science and Medicine Program | $2,500 | |
| NORTH SHORE LONG ISLAND JEWISH HEALTH SYSTEM FDN | ||||||||
| 125 COMMUNITY DR | GREAT NECK | NY | 11021 | N/A | PC | The Feinstein Institute for Medical Research | $25,000 | |
| NORTH SHORE LONG ISLAND JEWISH HEALTH SYSTEM FDN | ||||||||
| 125 COMMUNITY DR | GREAT NECK | NY | 11021 | N/A | PC | the Maureen and Ralph Nappi Professorship at the Feinstein Institute for Medical REsearch | $1,000 | |
| NORTH SHORE LONG ISLAND JEWISH HEALTH SYSTEM FDN | ||||||||
| 125 COMMUNITY DR | GREAT NECK | NY | 11021 | N/A | PC | 2015 New York Board of Rabbis Humanitarian Awards Dinner | $5,000 | |
| NURSE FAMILY PARTNERSHIP | ||||||||
| 1900 GRANT ST NO 400 | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $7,500 | |
| NYU LANGONE MEDICAL CENTER | ||||||||
| 1 PARK AVE 17TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $2,500 | |
| OPERATION FUEL INC | ||||||||
| 75 CHARTER OAK AVE STE 2-240 | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $5,000 | |
| OPERATION HOPE OF FAIRFIELD INC | ||||||||
| 636 OLD POST RD | FAIRFIELD | CT | 06824 | N/A | PC | General & Unrestricted | $1,000 | |
| OPERATION MILITARY EMBRACE INC | ||||||||
| 21307 CYPRESS ROSEHILL RD | TOMBALL | TX | 77377 | N/A | PC | Walk Off The War Program | $5,000 | |
| ORT AMERICA INC | ||||||||
| 75 MAIDEN LN RM 10 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $150 | |
| OXALOSIS AND HYPEROXALURIA FOUNDATION | ||||||||
| 201 E 19TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $500 | |
| PALM BEACH COUNTRY CLUB FOUNDATION INC | ||||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $1,000 | |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | ||||||||
| 888 COMMONWEALTH AVE 3RD FL | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $7,500 | |
| POPULATION COUNCIL INC | ||||||||
| ONE DAG HAMMARSKJOLD PLZ | NEW YORK | NY | 10017 | N/A | PC | Charitable Event | $2,000 | |
| PROSPECTS OPPORTUNITY AND ENRICHMENT INC | ||||||||
| 25 PROSPECT ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $1,000 | |
| PROTEUS FUND INC | ||||||||
| 15 RESEARCH DR | AMHERST | MA | 01002 | N/A | PC | Solidaire Fund | $10,000 | |
| RAISE YOUR HAND COALITION FOR ILLINOIS PUBLIC EDU | ||||||||
| 4039 N MAPLEWOOD AVE | CHICAGO | IL | 60618 | N/A | PC | General & Unrestricted | $2,500 | |
| REACH OUT AND READ OF GREATER NEW YORK INC | ||||||||
| 30 E 33RD ST | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $2,500 | |
| ROCKING THE BOAT INC | ||||||||
| 812 EDGEWATER RD | BRONX | NY | 10474 | N/A | PC | College Access and Retention Program | $50,000 | |
| ROW NEW YORK | ||||||||
| 10-27 46TH AVE STE 101 | LONG ISLAND CITY | NY | 11101 | N/A | PC | To enhance the academic components of the middle and high school programs | $40,000 | |
| SAVE THE CHILDREN FEDERATION INC | ||||||||
| 501 KINGS HWY E STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | Nepal Earthquake Children's Relief Fund | $5,000 | |
| SEAMENS CHURCH INSTITUTE OF NEW YORK & NEW JERSEY | ||||||||
| 50 BROADWAY FL 26 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $500 | |
| SEVA FOUNDATION | ||||||||
| 1786 5TH ST | BERKELEY | CA | 94710 | N/A | PC | Nepal Disaster Relief Fund | $5,000 | |
| SEVA FOUNDATION | ||||||||
| 1786 5TH ST | BERKELEY | CA | 94710 | N/A | PC | Bharatpur Eye Hospital | $50,000 | |
| SEVA FOUNDATION | ||||||||
| 1786 5TH ST | BERKELEY | CA | 94710 | N/A | PC | Mahendranagar Secondary Eye Hospital | $25,000 | |
| SEVA FOUNDATION | ||||||||
| 1786 5TH ST | BERKELEY | CA | 94710 | N/A | PC | Thori Secondary Eye Hospital | $50,000 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||||
| 23532 CALABASAS RD STE A | CALABASAS | CA | 91302 | N/A | PC | Outta Your Backpack Media Project | $1,000 | |
| SOROPTIMIST INTERNATIONAL OF THE AMERICAS INC | ||||||||
| 40 FERGUSON DR | FAIRFIELD | CT | 06824 | N/A | PC | Charitable Event | $200 | |
| SOUTH EAST CONSORTIUM FOR SPECIAL SERVICES INC | ||||||||
| 740 W BOSTON POST RD | MAMARONECK | NY | 10543 | N/A | PC | General & Unrestricted | $20,000 | |
| STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS | ||||||||
| 518 MEMORIAL WAY RM S239 | STANFORD | CA | 94305 | N/A | PC | Service Learning Program | $5,000 | |
| STARLIGHT CHILDRENS FOUNDATION | ||||||||
| 1560 BROADWAY STE 600 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $1,000 | |
| STREETSQUASH INC | ||||||||
| 40 W 116TH ST | NEW YORK | NY | 10026 | N/A | PC | Alumni Program | $50,000 | |
| TEMPLE BETH EL OF GREAT NECK | ||||||||
| 5 OLD MILL RD | GREAT NECK | NY | 11023 | N/A | PC | General & Unrestricted | $12,500 | |
| TEMPLE BETH EL OF GREAT NECK | ||||||||
| 5 OLD MILL RD | GREAT NECK | NY | 11023 | N/A | PC | Robert Boas Music Fund | $500 | |
| TEMPLE JUDEA OF MANHASSET | ||||||||
| 333 SEARINGTOWN RD | MANHASSET | NY | 11030 | N/A | PC | Kol Nidre Fund | $3,600 | |
| THE CONSERVATIVE SYNAGOGUE INC | ||||||||
| 30 HILLSPOINT RD | WESTPORT | CT | 06880 | N/A | PC | Share the Pie Project | $440 | |
| THE CONSERVATIVE SYNAGOGUE INC | ||||||||
| 30 HILLSPOINT RD | WESTPORT | CT | 06880 | N/A | PC | Rabbi's and Cantor's discretionary Fund | $1,000 | |
| THE CONSERVATIVE SYNAGOGUE INC | ||||||||
| 30 HILLSPOINT RD | WESTPORT | CT | 06880 | N/A | PC | Kol Nidre Appeal Fund | $10,000 | |
| THE FOUNDATION FOR AIDS RESEARCH | ||||||||
| 120 WALL ST 13TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $150 | |
| THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC | ||||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $5,000 | |
| TOURETTE ASSOCIATION OF AMERICA INC | ||||||||
| 42-40 BELL BLVD | BAYSIDE | NY | 11361 | N/A | PC | General & Unrestricted | $1,000 | |
| TOWN OF PALM BEACH UNITED WAY INC | ||||||||
| 44 COCOANUT ROW STE 201 | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $1,000 | |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NY | ||||||||
| 622 W 113TH ST MC4520 | NEW YORK | NY | 10025 | N/A | PC | Columbia University Medical Center Lyme Evaluation Service | $10,000 | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| 62R TALBOT AVE | MEDFORD | MA | 02155 | N/A | PC | Bridge to Liberal Arts at Tufts Program | $34,000 | |
| UGANDA VILLAGE PROJECT | ||||||||
| 2632 42ND AVE W | SEATTLE | WA | 98199 | N/A | PC | General & Unrestricted | $100 | |
| UNITED JEWISH APPEAL FED OF JEWISH PHILANTHROPIES | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $14,000 | |
| UNITED JEWISH APPEAL FED OF JEWISH PHILANTHROPIES | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | Charitable Event | $750 | |
| UNITED JEWISH APPEAL FED OF JEWISH PHILANTHROPIES | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | Charitable Event | $1,000 | |
| UNITED JEWISH APPEAL FED OF JEWISH PHILANTHROPIES | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | Charitable Event | $1,980 | |
| UNITED JEWISH APPEAL FED OF JEWISH PHILANTHROPIES | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | North Shore Inaugural Campaign | $3,250 | |
| UNITED JEWISH APPEAL FED OF JEWISH PHILANTHROPIES | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | Annual Fund, Lions of Judah Program and Israel Fund | $52,000 | |
| UNITED JEWISH APPEAL FED OF JEWISH PHILANTHROPIES | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | North Shore Inaugural | $1,500 | |
| UNITED WAY OF COASTAL FAIRFIELD COUNTY INC | ||||||||
| 855 MAIN ST FL 10 | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $20,000 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| OFC OF FINANCIAL AID | ANN ARBOR | MI | 48109 | N/A | PC | Scholarship Fund | $500 | 2500 STUDENT ACTIVITIES |
| UNIVERSITY OF PENNSYLVANIA SCHOOL OF NURSING | ||||||||
| 418 CURIE BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | Annual Fund | $2,500 | |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | ||||||||
| 184 ELDRIDGE ST 3RD FL | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $2,000 | |
| WALL STREET SYNAGOGUE INC | ||||||||
| 47 BEEKMAN ST | NEW YORK | NY | 10038 | N/A | PC | Yahrzeit candle lighting Fund | $100 | |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||||
| 1111 19TH ST NW STE 500 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $2,500 | |
| WESTPORT ARTS CENTER | ||||||||
| 51 RIVERSIDE AVE | WESTPORT | CT | 06880 | N/A | PC | Charitable Event | $3,000 | |
| WESTPORT LIBRARY ASSOC | ||||||||
| 20 JESUP RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $10,000 | |
| WILDERNESS ON WHEELS FOUNDATION | ||||||||
| PO BOX 1007 | WHEAT RIDGE | CO | 80034 | N/A | PC | General & Unrestricted | $2,500 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | General & Unrestricted | $1,000 | |
| WILTON LAND CONSERVATION TRUST | ||||||||
| PO BOX 77 | WILTON | CT | 06897 | N/A | PC | General & Unrestricted | $150 | |
| WILTON LIBRARY ASSOCIATION INCORPORATED | ||||||||
| 137 OLD RIDGEFIELD RD | WILTON | CT | 06897 | N/A | PC | General & Unrestricted | $1,000 | |
| WILTON VOLUNTEER AMBULANCE CORPS INC | ||||||||
| 234 DANBURY RD | WILTON | CT | 06897 | N/A | PC | General & Unrestricted | $250 | |
| WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TR | ||||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | SO I | General & Unrestricted | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,439,945 | 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 | $828 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $443,294 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,816 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $578,292 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $578,292 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Marjorie B Levins 2013 Revocable T | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 269-17 Grand Central Pkwy 17 | AddressLine1Txt |
| City | Floral Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,751,767 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | REX AMERICAN RESOURCES CORPORATION REX, 19716 sh. | NoncashPropertyDesc |
| Fair Market Value | $1,751,767 | FairMarketValueAmt |
| Received | 2014-07-29 | ReceivedDt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Carol L Boas |
| Removed from position in 10/2014. |
| Marjorie Boas-Levins |
| *Resigned from Foundation in 9/2014. |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARON FOCUSED GROWTH FD INSTI | $668,915 | $1,351,379 |
| BERKSHIRE HATHAWAY INC. CLASS | $610,384 | $1,088,880 |
| CRIMSON WINE GROUP, LTD | $90,550 | $233,096 |
| CUBAN ELECTRIC CO | ||
| ENCANA CORP | $268,204 | $183,681 |
| FOREST CITY ENTERPRISES CL A | $2,589,152 | $1,752,530 |
| FRANCISCO IND INC | $1,767 | $615 |
| KANSAS CITY SOUTHERN | $530,682 | $2,491,402 |
| LEUCADIA NATL CORP | $5,863,003 | $9,199,691 |
| U S G CP | $3,548,199 | $3,482,087 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $11,167 | LegalFeesAmt |
| Disbursements Charitable Prps | $11,167 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $36,996 | $36,996 | |
| Bank Charges | $230 | $230 | |
| CREDIT CARD FEE | $55 | $55 | |
| State or Local Filing Fees | $750 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $2,816 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PHILANTHROPIC SERVICES | CategoryTxt |
| Amt | $85,737 | Amt |
| Disbursements Charitable Prps | $85,737 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marjorie B Levins 2013 Revocable T | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 269-17 Grand Central Pkwy 17 | AddressLine1Txt |
| City | Floral Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11005 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2015 | $43,700 | |
| 990-PF Extension for 2014 | $22,815 | |
| Foreign Tax Paid | $980 | $980 |
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