LEON LOWENSTEIN FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LEON LOWENSTEIN FOUNDATION INC (EIN 13-6015951)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-02
- IRS object ID
- 201631239349100818
- 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 Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-02T13:43:56-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131517563 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136015951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEON LOWENSTEIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2123190670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST 58TH STREET 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10155 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW BENDHEIM | PersonNm |
| Person Title | CO-CHAIR | PersonTitleTxt |
| Phone | 2123190670 | PhoneNum |
| Signature | 2016-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC GOLDFARB | PreparerPersonNm |
| PTIN | P01277125 | PTIN |
| Phone | 2128674000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $112,111,684 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,420,881 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,420,881 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,053,583 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,513,190 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,053,583 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $91 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $91 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,474,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,474,555 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $185,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $154,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $65,252 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,818 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $59,434 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $64,392 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,959 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $60,433 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,705 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,941 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,764 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $131,594 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100,675 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,919 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $189,971 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,113 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $118,256 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $15,467 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $102,789 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,498 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,498 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,182 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,415 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,768 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $850,963 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $182,775 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $475,105 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,463,393 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,496,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,314,356 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $182,775 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,971,655 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,160,199 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,291,780 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,229,940 | CashBOYAmt |
| Cash EOY | $1,229,421 | CashEOYAmt |
| Cash EOYFMV | $1,229,421 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $38,324 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $18,112 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $18,112 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $118,701,277 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $110,854,811 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $110,854,811 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $32,569 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,229 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $12,453 | LandBOYAmt |
| Land EOY | $9,340 | LandEOYAmt |
| Land EOYFMV | $9,340 | LandEOYFMVAmt |
| Total Assets BOY | $121,981,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,111,684 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $112,111,684 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $120,472 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $50,025 | AccountsPayableEOYAmt |
| Grants Payable BOY | $251,882 | GrantsPayableBOYAmt |
| Grants Payable EOY | $218,725 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $301,582 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $62,984 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $673,936 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $331,734 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $121,308,058 | UnrestrictedBOYAmt |
| Unrestricted EOY | $111,779,950 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $121,308,058 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $111,779,950 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $121,981,994 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $112,111,684 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $121,308,058 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,160,199 | ExcessRevenueOverExpensesAmt |
| Other Increases | $238,598 | OtherIncreasesAmt |
| Subtotal | $123,706,855 | SubtotalAmt |
| Other Decreases | $11,926,905 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $111,779,950 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $53,513,190 | GrossSalesPriceAmt |
| Cost Or Other Basis | $48,459,607 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,053,583 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,053,583 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,053,583 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,212,671 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $123,418,103 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050338 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,831,767 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $118,839,725 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057487 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,562,569 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $115,470,164 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074154 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,116,095 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $116,318,633 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043983 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,828,076 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $110,918,020 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043528 | DistributionYr5Rt |
| Total Distribution | 0.269490 | TotalDistributionRt |
| Average Distribution | 0.053898 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $117,468,134 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,331,297 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $82,918 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,414,215 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,971,655 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $165,836 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $165,836 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $165,836 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $139,676 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $139,676 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $284 | EsPenaltyAmt |
| Tax Due | $26,444 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALICE EATON | IndividualWithBooksNm |
| Phone | 2123190670 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST 58 STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10155 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ANDREW BENDHEIM | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | CO-CHAIR | 5.00 | $5,000 | $0 | $0 |
| KIM BENDHEIM | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | CO-CHAIR | 5.00 | $10,000 | $0 | $0 |
| JOANNA SCHULMAN | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | CO-PRESIDENT | 5.00 | $10,000 | $0 | $0 |
| LYNN THOMAN | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | CO-PRESIDENT | 5.00 | $10,000 | $0 | $0 |
| JOHN BENDHEIM JR | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| BERNARD R RAPOPORT | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | DIRECTOR | 1.00 | $10,000 | $0 | $0 |
| THOMAS WRIGHT | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | DIRECTOR | 1.00 | $10,000 | $0 | $0 |
| ALICE EATON | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | EXECUTVE DIRECTOR | 35.00 | $125,000 | $17,413 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME BUCHHOLZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CORPORATE DRIVE | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $100,675 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $118,115,965 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,101,909 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $39,115 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $119,256,989 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $119,256,989 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,788,855 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $117,468,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,873,407 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,873,407 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $165,836 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $165,836 | TotalTaxAmt |
| Distributable Before Adj | $5,707,571 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,707,571 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,707,571 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,971,655 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,971,655 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,971,655 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,707,571 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,923,107 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,971,655 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,923,107 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,548 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,659,023 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACCION INTERNATIONAL | ||||||||||||
| 10 FAWCETT STREET SUITE 204 | CAMBRIDGE | MA | 02138 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| AMERICAS SOCIETY | ||||||||||||
| 680 PARK AVENUE | NEW YORK | NY | 10065 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| ART CENTER COLLEGE OF DESIGN | ||||||||||||
| 1700 LIDA STREET | PASADENA | CA | 91103 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | |||||
| ASIA SOCIETY | ||||||||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| BARRINGTON STAGE COMPANY | ||||||||||||
| 30 UNION STREET | PITTSFIELD | MA | 01201 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| BOMB MAGAZINE | ||||||||||||
| 80 HANSON PLACE | BROOKLYN | NY | 11217 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| BOYS & GIRLS CLUB OF GREENWICH | ||||||||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| BROOKINGS INSTITUTION | ||||||||||||
| 1775 MASSACHUSETTS AVE | NW WASHINGTON | DC | 20036 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | |||||
| BUILD | ||||||||||||
| 2385 BAY ROAD | REDWOOD CITY | CA | 94063 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE | ||||||||||||
| 18111 NORDHOFF ST | NORTHRIDGE | CA | 91330 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| CARE FOR THE HOMELESS | ||||||||||||
| 30 E 33RD ST FL 5 | NEW YORK | NY | 10016 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| CHESS-IN-THE-SCHOOLS INC | ||||||||||||
| 520 8TH AVENUE 2ND FLOOR | NEW YORK | NY | 10018 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| CHRISTODORA INC | ||||||||||||
| ONE EAST 53 STREET 14 FLOOR | NEW YORK | NY | 10022 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| COUNCIL ON FOREIGN RELATIONS | ||||||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| DONORSCHOOSEORG | ||||||||||||
| 134 W 37TH STREET 11TH FL | NEW YORK | NY | 10018 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| EDIBLE SCHOOLYARD NYC | ||||||||||||
| 55 WASHINGTON STREETSTE 257 | BROOKLYN | NY | 11201 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | |||||
| ENDICOTT COLLEGE | ||||||||||||
| 376 HALE ST | BEVERLY | MA | 01915 | NONE | 501 (C) 3 | CHARITABLE | $40,000 | |||||
| ENDOMETRIOSIS FOUNDATION OF AMERICA | ||||||||||||
| 205 EAST 42ND STREET FL 20 | NEW YORK | NY | 10017 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| EPIC THEATRE CENTER INC | ||||||||||||
| 55 W 39TH STREET SUITE 302 | NEW YORK | NY | 10018 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| EVERGREEN SCHOOL | ||||||||||||
| 2940 NEBRASKA AVENUE | SANTA MONICA | CA | 90404 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| EXALT YOUTH | ||||||||||||
| 175 REMSEN ST STE 1000 BROOKLYN | BROOKLYN | NY | 11201 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| EXPONENT PHILANTHROPY | ||||||||||||
| 1720 N STREET | NW WASHINGTON | DC | 20036 | NONE | 501 (C) 3 | CHARITABLE | $750 | |||||
| FLETCHER SCHOOL | ||||||||||||
| 160 PACKARD AVENUE | MEDFORD | MA | 02155 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| FRENCH-AMERICAN FOUNDATION FOR THE DEVELOPMENT OF RELATIONS BETWEEN FRANCE | ||||||||||||
| 28 WEST 44TH ST STE 1420 | NEW YORK | NY | 10036 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| GLOBAL FOUNDATION FOR EATING DISORDERS | ||||||||||||
| 7 RIVERSVILLE ROAD GREENWICH CT | GREENWICH | CT | 06831 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | 06831 | ||||
| GLOBAL FUND FOR WOMEN | ||||||||||||
| 38 CAMBRIDGE WAY PIEDMONT | PIEDMONT | CA | 94611 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| GORDON SCHOOL | ||||||||||||
| 5 GORDON WAY | PROVIDENCE | RI | 02914 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| GREENWAVE ORGANIZATION | ||||||||||||
| 601 W 26TH STREET SUITE 325 | NEW YORK | NY | 10001 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| GULF OF MAINE RESEARCH INSTITUTE | ||||||||||||
| 350 COMMERCIAL STREET PORTLAND | PORTLAND | ME | 04101 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | |||||
| HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION | ||||||||||||
| 360 ESSEX STREET SUITE 301 | HACKENSACK | NJ | 07601 | NONE | 501 (C) 3 | CHARITABLE | $35,000 | |||||
| HARVARD GRADUATE SCHOOL OF EDUCATION | ||||||||||||
| HARVARD UNIVERSITY 13 APPIAN WAY | CAMBRIDGE | MA | 02138 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | |||||
| HARVARD KENNEDY SCHOOL | ||||||||||||
| 79 JOHN F KENNEDY ST | CAMBRIDGE | MA | 02138 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| HARVARD MEDICAL SCHOOL | ||||||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02155 | NONE | 501 (C) 3 | CHARITABLE | $70,000 | |||||
| HOUR CHILDREN | ||||||||||||
| 36-11 12TH STREET | LONG ISLAND CITY | NY | 11106 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| HURRICANE ISLAND FOUNDATION | ||||||||||||
| PO BOX 1280 | ROCKLAND | ME | 04841 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| INSEAD MANAGEMENT EDUCATION FOUNDATION | ||||||||||||
| PO BOX 7555 FDR STATION | NEW YORK | NY | 10155 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| INSTITUTE FOR NONPROFIT MANAGEMENT AND LEADERSHIP | ||||||||||||
| 595 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| INTEGRATED CARE LEADERSHIP NETWORK | ||||||||||||
| 13100 SKYLINE BLVD | OAKLAND | CA | 94619 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | |||||
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | ||||||||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| JEWISH COMMUNITY CENTER IN MANHATTAN | ||||||||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | 501 (C) 3 | CHARITABLE | $100,000 | |||||
| MCLEAN HOSPITAL CORPORATION | ||||||||||||
| 115 MILL STREET MAIL STOP 126 | BELMONT | MA | 02478 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | |||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||||
| 633 3RD AVENUE 28TH FLOOR | NEW YORK | NY | 10017 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| MOSES BROWN SCHOOL | ||||||||||||
| 250 LLOYD AVENUE | PROVIDENCE | RI | 02906 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| MS 243 THE CENTER SCHOOL | ||||||||||||
| 100 WEST 84TH ST ROOM 310 | NEW YORK | NY | 10024 | NONE | 501 (C) 3 | CHARITABLE | $3,000 | |||||
| NATICK VISITING NURSES ASSOCIATION | ||||||||||||
| 209 WEST CENTRAL ST SUITE 313 | NATICK | MA | 01760 | NONE | 501 (C) 3 | CHARITABLE | $40,000 | |||||
| NATIONAL COLLEGE ADVISING CORPS | ||||||||||||
| 301 W BARBEE CHAPEL ROAD SUITE 210 | CHAPEL HILL | NC | 27517 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| NATIONAL DISEASE RESEARCH INTERCHANGE | ||||||||||||
| 1628 JOHN F KENNEDY BLVD | PHILADELPHIA | PA | 19103 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||||||
| 40 WEST 20TH ST 11TH FL | NEW YORK | NY | 10011 | NONE | 501 (C) 3 | CHARITABLE | $200,000 | |||||
| NATURE CONSERVANCY | ||||||||||||
| 322 8TH AVENUE 16TH FLOOR | NEW YORK | NY | 10001 | NONE | 501 (C) 3 | CHARITABLE | $350,000 | |||||
| NEW DIRECTIONS FOR VETERANS | ||||||||||||
| 11303 WILSHIRE BLVD BLDG 116 | LOS ANGELES | CA | 90073 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | |||||
| OPPORTUNITY NETWORK | ||||||||||||
| 85 BROAD STREET 6TH FLOOR | NEW YORK | NY | 10004 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| PEN AMERICAN CENTER | ||||||||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | |||||
| PHILANTHROPY NEW YORK | ||||||||||||
| 1500 BROADWAY 7TH FLOOR | NEW YORK | NY | 10036 | NONE | 501 (C) 3 | CHARITABLE | $12,800 | |||||
| PHILANTHROPY ROUNDTABLE | ||||||||||||
| 1730 M STREET NW STE 601 | WASHINGTON | DC | 20036 | NONE | 501 (C) 3 | CHARITABLE | $500 | |||||
| PRACTICE MAKES PERFECT | ||||||||||||
| 242 W 30TH STREET SUITE 806 | NEW YORK | NY | 10001 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| PRINCETON FAMILY YMCA | ||||||||||||
| 59 PAUL ROBESON PLACE | PRINCETON | NJ | 08534 | NONE | 501 (C) 3 | CHARITABLE | $500 | |||||
| PROJECT LEAD THE WAY IN | ||||||||||||
| 3939 PRIORITY WAY SOUTH DRIVE SUITE | INDIANAPOLIS | IN | 46240 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | 400 | ||||
| PROMISE PROJECT | ||||||||||||
| 121 AVENUE OF THE AMERICAS 6TH FL | NEW YORK | NY | 10013 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| RACHEL'S NETWORK | ||||||||||||
| 1200 18TH STREET NW STE 910 | WASHINGTON | DC | 20036 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| RAINFOREST ALLIANCE INC | ||||||||||||
| 233 BROADWAY 28TH FLOOR | NEW YORK | NY | 10279 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| RARE CANCER RESEARCH FOUNDATION | ||||||||||||
| 272 WAKEFIELD DRIVE | MEMPHIS | TN | 38117 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| REGIONAL PLAN ASSOCIATION | ||||||||||||
| 4 IRVING PLACE 7TH FLOOR | NEW YORK | NY | 10003 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | |||||
| RIVERKEEPER | ||||||||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| ROCKEFELLER UNIVERSITY | ||||||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| SARAH LAWRENCE COLLEGE | ||||||||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | NONE | 501 (C) 3 | CHARITABLE | $4,000 | |||||
| SCRIPTED INC | ||||||||||||
| 222 BROADWAY | NEW YORK | NY | 10038 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| SHARE OUR STRENGTH | ||||||||||||
| 1030 15TH STREET NW SUITE 1100W | WASHINGTON | DC | 20005 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| SIRUM | ||||||||||||
| PO BOX 19636 | STANFORD | CA | 94309 | NONE | 501 (C) 3 | CHARITABLE | $275,000 | |||||
| THE BROOKLYN LATIN SCHOOL | ||||||||||||
| 223 GRAHAM AVENUE | BROOKLYN | NY | 11206 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| THE GEORGE BALANCHINE FOUNDATION INC | ||||||||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| THE JEWISH FEDERATION OF GREATER LOS ANGELES | ||||||||||||
| 6505 WILSHIRE BLVD STE 1000 | LOS ANGELES | CA | 90048 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| THE POSSE FOUNDATION INC | ||||||||||||
| 14 WALL STREET SUITE 8A-60 | NEW YORK | NY | 10005 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| THELONIOUS MONK INSTITUTE OF JAZZ | ||||||||||||
| 5225 WISCONSIN AVENUE NW SUITE 605 | WASHINGTON | DC | 20015 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| TREKKERS INC | ||||||||||||
| 41 BUTTERMILK DRIVE | THOMASTON | ME | 04861 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| TRILATERAL COMMISSION | ||||||||||||
| 1156 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | |||||
| TUFTS UNIVERSITY | ||||||||||||
| 80 GEORGE STREET | MEDFORD | MA | 02155 | NONE | 501 (C) 3 | CHARITABLE | $35,000 | |||||
| UNIVERSITY OF PENNSYLVANIA | ||||||||||||
| 344 VANCE HALL 3733 SPRUCE STREET | PHILADELPHIA | PA | 19104 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | |||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| MARSHALL SCHOOL OF BUSINESS 29TH | LOS ANGELES | CA | 90089 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | FLOOR | ||||
| UPWARDLY GLOBAL | ||||||||||||
| 505 8TH AVE SUITE 602 | NEW YORK | NY | 10018 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| VENTURE FOR AMERICA | ||||||||||||
| 40 WEST 29TH STREET STE 301 | NEW YORK | NY | 10001 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| VIEQUES CONSERVATION AND HISTORICAL TRUST | ||||||||||||
| 138 CALLE FLAMBOYAN | VIEQUES | PR | 00765 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| VIEQUES HUMANE SOCIETY AND ANIMAL RESCUE | ||||||||||||
| PO 1399 | VIEQUES | PR | 00765 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS | ||||||||||||
| 9390 NORTH SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| WATERSIDE SCHOOL | ||||||||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | |||||
| WOUNDED WARRIOR PROJECT INC | ||||||||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | NONE | 501 (C) 3 | CHARITABLE | $550,000 | |||||
| YEAR UP NEW YORK | ||||||||||||
| 55 EXCHANGE PLACE STE 403 | NEW YORK | NY | 10005 | NONE | 501 (C) 3 | CHARITABLE | $30,000 | |||||
| YEAR UP PROVIDENCE | ||||||||||||
| 40 FOUNTAIN STREET 7TH FLOOR | PROVIDENCE | RI | 02903 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| SEATTLE FOUNDATION | ||||||||||||
| PO BOX W1884 | OLIVERS ESTATE | VI | 00830 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| MCGILL UNIVERSITY DESAUTELS FACULTY OF MANAGEMENT | ||||||||||||
| NONE | 501 (C) 3 | CHARITABLE | $5,000 | 1001 SHERBROOKE STREET WEST SUITE | 454 | QUEBEC | CA | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,496,550 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| GORDON SCHOOL | ||||||||
| 5 GORDON WAY | PROVIDENCE | RI | 02914 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |
| MCLEAN HOSPITAL CORPORATION | ||||||||
| 115 MILL STREET MAIL STOP 126 | BELMONT | MA | 02478 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | |
| MOSES BROWN SCHOOL | ||||||||
| 250 LLOYD AVENUE | PROVIDENCE | RI | 02906 | NONE | 501 (C) 3 | CHARITABLE | $30,000 | |
| TUFTS UNIVERSITY | ||||||||
| 80 GEORGE STREET | MEDFORD | MA | 02155 | NONE | 501 (C) 3 | CHARITABLE | $30,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| MARSHALL SCHOOL OF BUSINESS 29TH | LOS ANGELES | CA | 90089 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | FLOOR |
| WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS | ||||||||
| 9390 NORTH SANTA MONICA BLVD | BEVERLY | CA | 90210 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $220,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,420,881 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $91 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,053,583 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,474,555 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,474,555 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $44,705 | Amt |
| Net Investment Income | $8,941 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,764 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FURNITURE & EQUIPMENT | PropertyDesc |
| Acquired | 2009-12-31 | AcquiredDt |
| Cost Or Other Basis | $32,569 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $20,116 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Rt | 0.000000000000 | Rt |
| Current Year Expense | $3,113 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $110,854,811 | BookValueAmt |
| EOYFMV | $110,854,811 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $32,569 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $23,229 | AccumulatedDepreciationAmt |
| Book Value | $9,340 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $11,926,905 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $11,347 | $1,944 | $9,404 |
| TELEPHONE | $8,608 | $861 | $7,747 |
| INSURANCE | $4,617 | $0 | $4,617 |
| FOREIGN TAX ON INVESTMENTS | $14,610 | $14,610 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $91 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $91 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $91 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN DEFERRED TAX LIABILITY | Desc |
| Amt | $238,598 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX | Desc |
| BOY Book Value | $301,582 | BOYBookValueAmt |
| EOY Book Value | $62,984 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $100,675 | $100,675 | $0 |
| OTHER CONSULTANTS | $30,919 | $0 | $30,919 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $189,971 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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