LEON LOWENSTEIN FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LEON LOWENSTEIN FOUNDATION INC (EIN 13-6015951)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-14
- IRS object ID
- 201541049349100609
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-14T09:53:28-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | JOHN BENDHEIM JR | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 2123190670 | PhoneNum |
| Signature | 2015-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ISRAEL TANNENBAUM | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 2128674000 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $121,981,994 | 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 | $7,179,413 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,179,413 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$381,222 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,831,197 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,793 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,793 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,799,984 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,181,206 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $348,452 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $323,452 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $125,459 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,573 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $108,886 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $97,640 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,196 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $91,444 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $750 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $160,539 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $107,843 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $52,696 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $123,945 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,710 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $108,087 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $22,143 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $85,944 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,933 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $987 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,946 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,449 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,096 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $51,353 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,060,964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $197,388 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $732,921 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,581,164 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,479,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,642,128 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $197,388 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,212,671 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $157,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,983,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,043,397 | CashBOYAmt |
| Cash EOY | $3,229,940 | CashEOYAmt |
| Cash EOYFMV | $3,229,940 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,534 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl BOY | $600,000 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $144,757 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $38,324 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $38,324 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,964,108 | CorporateStockBOYAmt |
| Other Investments BOY | $111,732,651 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $118,701,277 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $118,701,277 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $32,569 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,116 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,597 | LandBOYAmt |
| Land EOY | $12,453 | LandEOYAmt |
| Land EOYFMV | $12,453 | LandEOYFMVAmt |
| Other Assets BOY | $49,405 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $122,556,449 | TotalAssetsBOYAmt |
| Total Assets EOY | $121,981,994 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $121,981,994 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $111,579 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $120,472 | AccountsPayableEOYAmt |
| Grants Payable BOY | $150,468 | GrantsPayableBOYAmt |
| Grants Payable EOY | $251,882 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $320,769 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $301,582 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $582,816 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $673,936 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $121,973,633 | UnrestrictedBOYAmt |
| Unrestricted EOY | $121,308,058 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $121,973,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $121,308,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $122,556,449 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $121,981,994 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $121,973,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $157,856 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $122,131,489 | SubtotalAmt |
| Other Decreases | $823,431 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $121,308,058 | 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 |
| Gross Sales Price | $31,831,197 | GrossSalesPriceAmt |
| Cost Or Other Basis | $32,212,419 | CostOrOtherBasisAmt |
| Gain Or Loss | -$381,222 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$381,222 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$381,222 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,831,767 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $118,839,725 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057487 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,562,569 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $115,470,164 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074154 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,116,095 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $116,318,633 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043983 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,828,076 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $110,918,020 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043528 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,540,408 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $101,011,492 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064749 | DistributionYr5Rt |
| Total Distribution | 0.283901 | TotalDistributionRt |
| Average Distribution | 0.056780 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $123,418,103 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,007,680 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $69,838 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,077,518 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,212,671 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $139,676 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $139,676 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $139,676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $92,739 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $46,937 | AppliedToEsTaxAmt |
| Total Payments And Credits | $139,676 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $673 | EsPenaltyAmt |
| Tax Due | $673 | 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 | JOHN BENDHEIM JR | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|
| JOHN BENDHEIM JR | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | CO-PRESIDENT | 5.00 | $10,000 | $0 | $1,226 |
| KIM BENDHEIM | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | CO-PRESIDENT | 5.00 | $10,000 | $0 | $0 |
| THOMAS BENDHEIM | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | DIRECTOR | 5.00 | $5,000 | $0 | $482 |
| JOANNA SCHULMAN | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | CO-CHAIR | 5.00 | $5,000 | $0 | $244 |
| LYNN THOMAN | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | CO-CHAIR | 5.00 | $10,000 | $0 | $0 |
| THOMAS WRIGHT | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | DIRECTOR | 5.00 | $10,000 | $0 | $1,225 |
| BERNARD R RAPOPORT | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | SECRETARY/TREASURER | 25.00 | $45,000 | $4,500 | $0 |
| JOHN VAN GORDER | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | EXECUTVE DIRECTOR - PAST | 35.00 | $192,795 | $27,923 | $294 |
| ALICE EATON | |||||||||
| C/O LEON LOWENSTEIN FDN INC 150 | EAST 58TH STREET | NEW YORK | NY | 10155 | EXECUTVE DIRECTOR | 35.00 | $60,657 | $9,529 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MADDALENA MOREIRA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LEON LOWENSTEIN FDN INC 150 | AddressLine1Txt |
| Address Line2 | EAST 58TH STREET | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10155 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ACCOUNTING MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $82,865 | CompensationAmt |
| Employee Benefits | $32,925 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $107,341 | 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 | $123,917,664 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,236,386 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $143,516 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,297,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,297,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,879,463 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,418,103 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,170,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,170,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $139,676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $139,676 | TotalTaxAmt |
| Distributable Before Adj | $6,031,229 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $600,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,631,229 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,631,229 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,212,671 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,212,671 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,212,671 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,631,229 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,504,549 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,212,671 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,504,549 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $708,122 | 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 | $5,923,107 | 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 (101 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 SPECIAL OLYMPICS WORLD GAMES INC | ||||||||||||
| 350 SOUTH GRAND AVE SUITE 200 | LOS ANGELES | CA | 90071 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| ACCION INTERNATIONAL | ||||||||||||
| 56 ROLAND STREET SUITE | BOSTON | MA | 02129 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| ALZHEIMERS DISEASE&RELATED DISORDER ASSOC | ||||||||||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90010 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| AMERICAS SOCIETY INC | ||||||||||||
| 680 PARK AVE | NEW YORK | NY | 10065 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | |||||
| ANJNA PATIENT EDUCATION | ||||||||||||
| 300 BRANNAN ST SUITE 405 | SAN FRANCISCO | CA | 94107 | NONE | 501 (C) 3 | CHARITABLE | $100,000 | |||||
| ANTI-DEFAMATION LEAGUE | ||||||||||||
| 10495 SANTA MONICA BOULEVARD | LOS ANGELES | CA | 90025 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | |||||
| APPLETREE INSTITUTE FOR EDUCATION INNOVATION | ||||||||||||
| 415 MICHIGAN AVE NE 3RD FLOOR | WASHINGTON | DC | 20017 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| ASIA SOCIETY | ||||||||||||
| 725 PARK AVE | NEW YORK | NY | 10021 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| BARRINGTON STAGE COMPANY INC | ||||||||||||
| 30 UNION STREET | PITTSFIELD | MA | 01201 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| BELL FOUNDATION INC | ||||||||||||
| 60 CLAYTON ST | DORCHESTER | MA | 02122 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| BROOKINGS INSTITUITION | ||||||||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | 501 (C) 3 | CHARITABLE | $100,000 | |||||
| BROWN UNIVERSITY | ||||||||||||
| 100 ELM STREET BOX 1893 | PROVIDENCE | RI | 02912 | NONE | 501 (C) 3 | CHARITABLE | $250,000 | |||||
| CAMDEN COALITION OF HEALTHCARE PROVIDERS | ||||||||||||
| 800 COOPER ST 7TH FLOOR | CAMDEN | NJ | 08102 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| CHARACTER LAB | ||||||||||||
| 266 WEST 37TH STREET 23RD FLOOR | NEW YORK | NY | 10018 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| CITY HEALTH WORKS | ||||||||||||
| 127 WEST 127TH STREET SUITE 207 | NEW YORK | NY | 10027 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| CODENOW INC | ||||||||||||
| 217 CENTRE ST 106 | NEW YORK | NY | 10013 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| COLLEGE SPRING | ||||||||||||
| 145 NATOMA STREET 3RD FLOOR | SAN FRANCISCO | CA | 94105 | NONE | 501 (C) 3 | CHARITABLE | $60,000 | |||||
| COMMITTEE FOR ECONOMIC DEVELOPMENT | ||||||||||||
| 2000 L STREET NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| COMMON CAUSE EDUCATION FUND | ||||||||||||
| 1133 19TH STREET NW SUITE 900 | WASHINGTON | DC | 20036 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| CORNELL UNIVERSITY | ||||||||||||
| 260 MYRON TAYLOR HALL | ITHICA | NY | 14853 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| COUNCIL ON FOREIGN RELATIONS INC | ||||||||||||
| THE HAROLD PRATT HOUSE 58 EAST 68TH | NEW YORK | NY | 10065 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | STREET | ||||
| CRISIS TEXT LINE | ||||||||||||
| 19 WEST 21ST STREET 8TH FLOOR | NEW YORK | NY | 10010 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| CROSSROADS RHODE ISLAND | ||||||||||||
| 160 BROAD STREET | PROVIDENCE | RI | 02903 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| ENDICOTT COLLEGE | ||||||||||||
| 376 HALE STREET | BEVERLY | MA | 01915 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | |||||
| ENDOMETRIOSIS FOUNDATION OF AMERICA | ||||||||||||
| 90 PARK AVENUE 17TH FLOOR | NEW YORK | NY | 10016 | NONE | 501 (C) 3 | CHARITABLE | $48,000 | |||||
| ENVIRONMENTAL DEFENSE FUND | ||||||||||||
| 257 PARK AVE S 17TH FLOOR | NEW YORK | NY | 10010 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| EPIC THEATRE CENTER INC | ||||||||||||
| 55 WEST 39TH ST 302 | NEW YORK | NY | 10018 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | |||||
| EPIPHANY SCHOOL INC | ||||||||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| EXPONENT PHILANTHROPY | ||||||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | 501 (C) 3 | CHARITABLE | $750 | |||||
| FACE FORWARD INC | ||||||||||||
| 9735 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| FORDHAM UNIVERSITY | ||||||||||||
| 113 WEST 60TH STREET | NEW YORK | NY | 10023 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | |||||
| FORUM ON LAW CULTURE & SOCIETY INC | ||||||||||||
| 140 WEST 62ND STREET ROOM 431 | NEW YORK | NY | 10023 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| FOUNDATION CENTER | ||||||||||||
| 79 FIFTH AVENUE | NEW YORK | NY | 10003 | NONE | 501 (C) 3 | CHARITABLE | $2,500 | |||||
| FOUNTAIN HOUSE INC | ||||||||||||
| 425 WEST 47TH STREET | NEW YORK | NY | 10036 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| FRENCH-AMERICAN FOUNDATION | ||||||||||||
| 28 WEST 44TH STREET SUITE 1420 | NEW YORK | NY | 10036 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| FUND FOR PUBLIC SCHOOLS INC | ||||||||||||
| 52 CHAMBERS STREET ROOM 305 | NEW YORK | NY | 10007 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | |||||
| GEORGETOWN UNIVERSITY | ||||||||||||
| 600 NEW JERSEY AVE | WASHINGTON | DC | 20001 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| GIRLTREK INCORPORATED | ||||||||||||
| PO BOX 53175 | WASHINGTON | DC | 20009 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| GORDON SCHOOL | ||||||||||||
| 45 MAXFIELD AVE | EAST PROVIDENCE | RI | 02914 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| GREEN CITY FORCE | ||||||||||||
| 630 FLUSHING AVE | BROOKLYN | NY | 11206 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| GULF OF MAINE RESEARCH INSTITUTE | ||||||||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | NONE | 501 (C) 3 | CHARITABLE | $35,000 | |||||
| HACKENSACK HEALTH AND HOSPITAL FDN | ||||||||||||
| 360 ESSEX STREET SUITE 301 | HACKENSACK | NJ | 07601 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | |||||
| HARVARD MEDICAL SCHOOL | ||||||||||||
| GORDAN HALL 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | 501 (C) 3 | CHARITABLE | $100,000 | |||||
| HARVARD UNIVERSITY | ||||||||||||
| KRESGE BUILDING ROOM 1005 677 | BOSTON | MA | 02115 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | HUNTINGTON AVENUE | ||||
| HEALTH LEADS INC | ||||||||||||
| 2 OLIVER STREET 10TH FLOOR | BOSTON | MA | 02108 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| HOUR CHILDREN | ||||||||||||
| 36-11 12TH STREET | LONG ISLAND CITY | NY | 11106 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | |||||
| HURRICANE ISLAND FOUNDATION | ||||||||||||
| 19 COMMERCIAL ST | ROCKLAND | ME | 04853 | NONE | 501 (C) 3 | CHARITABLE | $13,000 | |||||
| INSEAD MANAGEMENT EDUCATION FOUNDATION | ||||||||||||
| NONE | 501 (C) 3 | CHARITABLE | $10,000 | BOULEVARD DE CONSTANCE 77305 | FONTAINEBLEAU CEDEX | FRANCE | FR | |||||
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | ||||||||||||
| 401 ELMGROVE AVE | PROVIDENCE | RI | 02906 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| JEWISH COMMUNITY CENTER IN MANHATTAN | ||||||||||||
| 334 AMSTERDAM AVE AT 76TH STREET | NEW YORK | NY | 10023 | NONE | 501 (C) 3 | CHARITABLE | $40,000 | |||||
| KCRW FOUNDATION INC | ||||||||||||
| 1514 NORTH BENTON WAY | LOS ANGELES | CA | 90026 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | |||||
| KIPP FOUNDATION | ||||||||||||
| 135 MAIN STREET SUITE 1700 | SAN FRANCISCO | CA | 94105 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| LEARN FRESH EDUCATION CO | ||||||||||||
| 100 ADAMS POINT ROAD | BARRINGTON | RI | 02806 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| LEO BAECK INSTITUTE INC | ||||||||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| MCGILL UNIVERSITY | ||||||||||||
| NONE | 501 (C) 3 | CHARITABLE | $10,000 | 1001 SHERBROOKE STREET WEST | QUEBEC | CA | ||||||
| MIDDLESEX SCHOOL | ||||||||||||
| 1400 LOWELL ROAD | CONCORD | MA | 01742 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| NATICK SERVICE COUNCIL INC | ||||||||||||
| 2 WEBSTER STREET | NATICK | MA | 01760 | NONE | 501 (C) 3 | CHARITABLE | $31,000 | |||||
| NEW ART PUBLICATIONS INC | ||||||||||||
| 80 HANSON PLACE 793 | BROOKLYN | NY | 11217 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | |||||
| NEW YORK BOTANICAL GARDEN | ||||||||||||
| THE NEW YORK BOTANICAL GARDEN | BRONX | NY | 10458 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | |||||
| NEW YORK SHAKESPEARE FESTIVAL | ||||||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | 501 (C) 3 | CHARITABLE | $2,000 | |||||
| NW3C INC | ||||||||||||
| 10900 NUCKOLS ROAD SUITE 325 | RICHMOND | VA | 23060 | NONE | 501 (C) 3 | CHARITABLE | $35,000 | |||||
| PARAPROFESSIONAL HEALTHCARE INSTITUTE INC | ||||||||||||
| 400 E FORDHAM ROAD 11TH FLOOR | BRONX | NY | 10458 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| PARTNERSHIP FOR PUBLIC SERVICE INC | ||||||||||||
| 1100 NEW YORK AVENUE NW SUITE 1090 | WASHINGTON | DC | 20005 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | EAST | ||||
| PHILANTHROPY NEW YORK | ||||||||||||
| 79 FIFTH AVENUE FOURTH FLOOR | NEW YORK | NY | 10003 | NONE | 501 (C) 3 | CHARITABLE | $8,000 | |||||
| PHILANTHROPY NEW YORK | ||||||||||||
| 79 FIFTH AVENUE FOURTH FLOOR | NEW YORK | NY | 10003 | NONE | 501 (C) 3 | CHARITABLE | $1,000 | |||||
| PHILANTHROPY ROUNDTABLE | ||||||||||||
| 1730 M STREET NW SUITE 601 | WASHINGTON | DC | 20036 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| PRINCETON CHARTER SCHOOL INC | ||||||||||||
| 100 BUNN DRIVE | PRINCETON | NJ | 08540 | NONE | 501 (C) 3 | CHARITABLE | $3,000 | |||||
| PRINCETON PERU PARTNERSHIP INC | ||||||||||||
| 28 STONECLIFF RD | PRINCETON | NJ | 08540 | NONE | 501 (C) 3 | CHARITABLE | $2,500 | |||||
| PRINCETON UNIVERSITY | ||||||||||||
| 26 PROSPECT AVE | PRINCETON | NJ | 08540 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| PTA ASSOCIATION OF THE CENTER SCHOOL | ||||||||||||
| 100 WEST 84TH STREET | NEW YORK | NY | 10024 | NONE | 501 (C) 3 | CHARITABLE | $3,000 | |||||
| RACHEL'S NETWORK INC | ||||||||||||
| 1200 18TH STREET NW SUITE 910 | WASHINGTON | DC | 20036 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||||||
| 10990 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| REGIONAL PLAN ASSOCIATION INC | ||||||||||||
| 4 IRVING PLACE 7TH FLOOR | NEW YORK | NY | 10003 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | |||||
| RELAY GRADUATE SCHOOL OF EDUCATION | ||||||||||||
| 40 WEST 20TH STREET 7TH FLOOR | NEW YORK | NY | 10011 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| RHODE ISLAND COMMUNITY FOOD BANK ASSOC | ||||||||||||
| 200 NIANTIC AVE | PROVIDENCE | RI | 02907 | NONE | 501 (C) 3 | CHARITABLE | $2,500 | |||||
| RHODE ISLAND FOUNDATION | ||||||||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | NONE | 501 (C) 3 | CHARITABLE | $7,500 | |||||
| ROCKEFELLER UNIVERSITY | ||||||||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| ROCKING THE BOAT INC | ||||||||||||
| 812 EDGEWATER RD | BRONX | NY | 10474 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| SARAH LAWRENCE COLLEGE | ||||||||||||
| ONE MEAD WAY | BRONXVILLE | NY | 10708 | NONE | 501 (C) 3 | CHARITABLE | $2,000 | |||||
| SPRINGBOARD COLLABORATIVE | ||||||||||||
| 1701 WALNUT ST 7TH FLOOR | PHILADELPHIA | PA | 19103 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| TREKKERS INC | ||||||||||||
| 41 BUTTERMILK DRIVE | THOMASTON | ME | 04861 | NONE | 501 (C) 3 | CHARITABLE | $26,000 | |||||
| TRILATERAL COMMISSION NORTH AMERICA | ||||||||||||
| 1156 FIFTEENTH STREET NW 505 | WASHINGTON | DC | 20005 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | |||||
| TRINITY EPISCOPAL SCHOOLS CORPORATION | ||||||||||||
| 139 WEST 91ST STREET | NEW YORK | NY | 10024 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | |||||
| TRUST FOR PUBLIC LANDS | ||||||||||||
| 666 BROADWAY 9TH FLOOR | NEW YORK | NY | 10012 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| TRUSTEES OF COLUMBIA UNIVERSITY OF NY | ||||||||||||
| 420 WEST 118TH STREET MC 3328 | NEW YORK | NY | 10027 | NONE | 501 (C) 3 | CHARITABLE | $100,000 | |||||
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANI | ||||||||||||
| 344 VANCE HALL 3733 SPRUCE STREET | PHILADELPHIA | PA | 19104 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | |||||
| TUFTS UNIVERSITY | ||||||||||||
| LINCOLN FILENE HALL | MEDFORD | MA | 02155 | NONE | 501 (C) 3 | CHARITABLE | $30,000 | |||||
| TUFTS UNIVERSITY (FLETCHER SCHOOL) | ||||||||||||
| 160 PACKARD AVE | MEDFORD | MA | 02155 | NONE | 501 (C) 3 | CHARITABLE | $50,000 | |||||
| UNITED FRIENDS OF THE CHILDREN | ||||||||||||
| 1055 WILSHIRE BLVD SUITE 1955 | LOS ANGELES | CA | 90017 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| UNITED WAY OF MASSACHUSETTS BAY | ||||||||||||
| PO BOX 51381 | BOSTON | MA | 02205 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| UNIVERISTY OF SOUTHERN CALIFORNIA | ||||||||||||
| MARSHALL SCHOOL OF BUSINESS 29TH | LOS ANGELES | CA | 90089 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | FLOOR | ||||
| US GREEN BUILDING COUNCIL INC | ||||||||||||
| 2101 L STREET SUITE 500 | WASHINGTON | DC | 20037 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| VENTURE FOR AMERICA INC | ||||||||||||
| 40 WEST 29TH ST SUITE 301 | NEW YORK | NY | 10001 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| VIEQUES CONSERVATION AND HISTORICAL TRUST | ||||||||||||
| CALLE FLAMBOYAN 138 | VIEQUES | PR | 00765 | NONE | 501 (C) 3 | CHARITABLE | $2,000 | |||||
| VIEQUES HUMANE SOCIETY & ANIMAL RESCUE | ||||||||||||
| PO BOX 1399 | VIEQUES | PR | 00765 | NONE | 501 (C) 3 | CHARITABLE | $5,000 | |||||
| WALLIS ANNENBERG CENTER PERFORMING ARTS | ||||||||||||
| 9390 NORTH SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |||||
| WATERSIDE SCHOOL INC | ||||||||||||
| 770 PACIFIC STREET | SAMFORD | CT | 06902 | NONE | 501 (C) 3 | CHARITABLE | $15,000 | |||||
| WHOLESOME WAVE | ||||||||||||
| 855 MAIN STREET SUITE 910 | BRIDGEPORT | CT | 06604 | NONE | 501 (C) 3 | CHARITABLE | $150,000 | |||||
| YEAR - UP INC | ||||||||||||
| 40 FOUNTAIN STREET 7TH FLOOR | PROVIDENCE | RI | 02903 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |||||
| YOUTH VILLAGES INC | ||||||||||||
| 3320 BROTHER BLVD | MEMPHIS | TN | 38133 | NONE | 501 (C) 3 | CHARITABLE | $140,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,479,750 | 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 | ||||||||
| 45 MAXFIELD AVENUE | EAST PROVIDENCE | RI | 02914 | NONE | 501 (C) 3 | CHARITABLE | $20,000 | |
| HOUR CHILDREN | ||||||||
| 36-11 12TH STREET | LONG ISLAND CITY | NY | 11106 | NONE | 501 (C) 3 | CHARITABLE | $10,000 | |
| TREKKERS | ||||||||
| 41 BUTTERMILK DRIVE | THOMASTON | ME | 04861 | NONE | 501 (C) 3 | CHARITABLE | $25,000 | |
| 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 | $75,000 | FLOOR |
| WALLIS ANNENBERG FOR THE PERFORMING ARTS | ||||||||
| 9390 NORTH SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | NONE | 501 (C) 3 | CHARITABLE | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $255,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,179,413 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,793 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$381,222 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,799,984 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,799,984 | 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 | $19,000 | Amt |
| Net Investment Income | $3,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,200 | 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 |
| Rt | 0.000000000000 | Rt |
| Current Year Expense | $0 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART V | FormAndLineReferenceDesc |
| Medium Explanation | QUALIFICATION UNDER SECTION 4940(E) FOR REDUCED TAX ON NET INVESTMENT INCOME HAS BEEN MODIFIED TO REFLECT THE CHANGE OF THE NET VALUE OF NON-CHARITABLE USE ASSETS FOR 2013 OF $3,409,524 DUE TO AN INCREASE IN THE VALUE OF SUCH ASSETS. THE CHANGE IS ROLLED FORWARD TO 2014 AND DID NOT IMPACT THE TAX LIABILITY FOR 2013. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $118,701,277 | BookValueAmt |
| EOYFMV | $118,701,277 | 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 | $20,116 | AccumulatedDepreciationAmt |
| Book Value | $12,453 | BookValueAmt |
| EOYFMV | $12,453 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $750 | LegalFeesAmt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST & DIVIDENT RECEIVABLE | Desc |
| BOY Book Value | $49,405 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $823,431 | 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 | $42,058 | $2,763 | $39,295 |
| TELEPHONE | $6,745 | $675 | $6,070 |
| INSURANCE | $5,988 | $0 | $5,988 |
| MISCELLANEOUS | $10,658 | $10,658 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $1,793 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,793 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $317,986 | $301,582 |
| DEFERRED RENT | $2,783 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $107,341 | $107,341 | $0 |
| OTHER CONSULTANTS | $53,198 | $502 | $52,696 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $123,945 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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