FOUNDATION FOR A JUST SOCIETY: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR A JUST SOCIETY (EIN 27-3345774)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201533159349101053
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T14:13:03-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVE 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273345774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation for a Just Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARINA SHMOUKLER | InCareOfNm |
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 6463620039 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 East 22nd Street | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Audrey Simons | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6466540066 | PhoneNum |
| Signature | 2015-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Thompsett | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $209,542,122 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,744,759 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,355 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,004,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,720,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,422,952 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $453 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$458,761 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $30,756,451 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,970,546 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $616,014 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $416,864 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,160 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,732 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,147 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $164,208 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,713 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $130,594 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $120,194 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $414,472 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,178 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $160,930 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $175,455 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $76,002 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $65,449 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $196,619 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $197,945 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,680,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,178 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,170,897 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,084,132 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,347,252 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,764,783 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,178 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,518,149 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,991,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,935,368 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,281,734 | CashBOYAmt |
| Cash EOY | $5,288,123 | CashEOYAmt |
| Cash EOYFMV | $5,288,123 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,553,406 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,629,752 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,629,752 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,713,710 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $85,951 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $85,951 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $115,141,658 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $146,728,951 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $146,728,951 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $27,520,198 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,195 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $27,518,003 | LandEOYAmt |
| Land EOYFMV | $27,518,003 | LandEOYFMVAmt |
| Other Assets BOY | $10,973,277 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,291,342 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,291,342 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $172,663,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $209,542,122 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $209,542,122 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $280,975 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $621,002 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,565,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,301,900 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $284,055 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $440,590 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,130,030 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,363,492 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $168,533,755 | UnrestrictedBOYAmt |
| Unrestricted EOY | $206,178,630 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $168,533,755 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $206,178,630 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $172,663,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $209,542,122 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $168,533,755 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,991,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,653,207 | OtherIncreasesAmt |
| Subtotal | $206,178,630 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $206,178,630 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | AcquiredAcquiredDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| INVESTMENT REDEMPTIONS | P | $19,101,791 | ||||
| PUBLICLY TRADED SECURITIES | D | $6,687,057 | 2014-09-07 | $7,647,855 | $960,798 | $6,687,057 |
| L-T REALIZED GAIN FROM LP | P | $2,820,550 | ||||
| S-T REALIZED LOSS FROM LP | P | -$3,186,446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,422,952 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,856,091 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,610,668 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $135,493,482 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034029 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,869,892 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $66,850,426 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04293 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,113,166 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,535,214 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035299 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,662,343 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Total Distribution | 0.112258 | TotalDistributionRt |
| Average Distribution | 0.028065 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $182,354,483 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,117,779 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $249,354 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,367,133 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,586,653 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $249,354 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $249,354 | SubtotalAmt |
| Tax Based On Investment Income | $249,354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $157,936 | AppliedToEsTaxAmt |
| Total Payments And Credits | $257,936 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,582 | OverpaymentAmt |
| Applied To ES Tax | $8,582 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINA SHMOUKLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6463620039 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 EAST 22ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| AUDREY SIMONS | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | PRESIDENT | 10.0 | $0 | $0 | $0 |
| JESSICA HAWRYS | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | VICE PRESIDENT | 2.5 | $0 | $0 | $0 |
| KYLA BARKIN | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | SECRETARY/TREASURER | 2.5 | $0 | $0 | $0 |
| KADY SAFAR | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | DIRECTOR | 2.5 | $0 | $0 | $0 |
| ELIZABETH SIMONS | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | DIRECTOR | 2.5 | $0 | $0 | $0 |
| Patricia Weisenfeld | ||||||||
| 25 East 22nd Street | NEW YORK | NY | 10010 | Director; VP Hannah Charitable | 2.5 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| CONWAY RINI | |||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | EXECUTIVE DIRECTOR | 40.0 | $67,434 | $14,721 |
| SHMOUKLER MARINA | |||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | DIRECTOR OPERATIONS | 40.0 | $46,396 | $15,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Loeb Block & Partners LLP | |||||
| 505 Park Ave 8 | NEW YORK | NY | 10022 | legal | $156,540 |
| Kahn Architecture & Design PC | |||||
| 2 West 45th Street Suite 501 | NEW YORK | NY | 10036 | architecture | $88,599 |
| Stewart Title Insurance Company | |||||
| 300 E 42nd St | NEW YORK | NY | 10017 | Title | $86,871 |
| Jones Lang LaSalle Americas Inc | |||||
| 330 Madison Ave | NEW YORK | NY | 10017 | Real Estate | $60,155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $135,816,061 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,055,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,259,995 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $185,131,455 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $185,131,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,776,972 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $182,354,483 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,117,724 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,117,724 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $249,354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $249,354 | TotalTaxAmt |
| Distributable Before Adj | $8,868,370 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,868,370 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,868,370 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,518,149 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $27,068,504 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $36,586,653 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $249,354 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,337,299 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,868,370 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,099,952 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,586,653 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,099,952 | AppliedToYear1Amt |
| Applied To Current Year | $8,868,370 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,618,331 | RemainingDistriFromCorpusAmt |
| Total Corpus | $24,618,331 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $24,618,331 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $24,618,331 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | AUDREY SIMONS | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attachment 17 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 East 22nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | See attachment 17 | GrantOrContributionPurposeTxt |
| Amt | $8,347,252 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,347,252 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attachment 18 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 East 22nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | see attachment 18 | GrantOrContributionPurposeTxt |
| Amt | $2,001,900 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,001,900 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| 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 | $19,004,884 | 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 | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $453 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,011,692 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,011,692 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Audrey Simons | |||||||
| 1 | 160 5th Ave | New York | NY | 10010 | $7,744,759 | Yes (X) | Yes (X) |
| Audrey Simons Delaware Trust | |||||||
| 2 | 500 STANTON C RD | NEWARK | DE | 19713 | $4,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Publicly Traded Securities | NoncashPropertyDesc |
| Fair Market Value | $7,744,759 | FairMarketValueAmt |
| Received | 2014-09-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| GRANT THORNTON, LLP | $50,663 | $0 |
| FISCAL MANAGEMENT ASSOCIATES | $1,050 | $1,050 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt |
|---|---|---|
| TOWNHOUSE | $27,482,233 | $0 |
| FURNITURE/EQUIP | $37,965 | $2,195 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | FMV | $145,928,951 | $145,928,951 |
| PENDING INVESTMENTS | AT COST | $800,000 | $800,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LOEB, BLOCK & PARTNERS, LLP | $8,479 | $156,540 |
| KRAMER LEVIN NAFTALIS FRANKEL | $5,839 | $5,839 |
| OTHER LEGAL SERVICES | $1,829 | $1,829 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT RECEIVABLES | $10,973,130 | $13,259,995 | $13,259,995 |
| DUE FROM THIRD PARTIES | $147 | $31,347 | $31,347 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE EXPENSES | $97,373 | $77,323 |
| INSURANCE | $42,315 | $66,462 |
| COMMUNICATION EXPENSE | $38,645 | $38,645 |
| PROGRAM DEVELOPMENT EXPENSE | $10,100 | $10,050 |
| OTHER BOARD DEVELOPMENT | $5,817 | $3,965 |
| STATE FILING FEES | $1,500 | $1,500 |
| PENALTIES | $869 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| Portfolio Income from Investments in | ||
| Limited Partnerships | -$459,214 | |
| other | $453 | $453 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $15,653,207 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $284,055 | BOYBookValueAmt |
| EOY Book Value | $440,590 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OTHER CONSULTING SERVICES | $42,817 | $37,720 |
| PROGRAM DEVELOPMENT CONSULTING | $49,048 | $49,048 |
| BOARD DEVELOPMENT CONSULTING | $38,729 | $33,426 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX EXPENSE | $414,472 | |
| FOREIGN TAXES | $35,178 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hannah Charitable LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 East 22nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 901026375 | EIN |
| Desc | Capitalization to fund the acquisition of BUILDING | Desc |
| Amt | $30,500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,500,000 | TotalAmt |
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