BETA

CIVIS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CIVIS FOUNDATION (EIN 13-6215329)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-05
IRS object ID
202523099349101442
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-05T15:09:07-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223363665PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GELTRUDE & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1513 FRANKLIN AVEAddressLine1Txt
CityNUTLEYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136215329EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CIVIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCIVIBusinessNameControlTxt
Phone2127586221PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line142 WEST 39TH STREET 14TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIC GALLOWAYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2127586221PhoneNum
Signature2025-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL CARLONPreparerPersonNm
PTINP00200642PTIN
Phone9736679100PhoneNum
Preparation2025-10-31PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$91,619,647FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,682,987ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,834,677InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,834,677InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,834,677InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$946,701DividendsRevAndExpnssAmt
Dividends Net Invst Incm$946,701DividendsNetInvstIncmAmt
Dividends Adj Net Incm$946,701DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$700,782NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,484,012GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$642,879OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$642,879OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$642,879OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$14,406,462TotalRevAndExpnssAmt
Total Net Invst Incm$3,424,257TotalNetInvstIncmAmt
Total Adj Net Incm$3,424,257TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$374,361OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$374,361OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$140,906InterestRevAndExpnssAmt
Interest Net Invst Incm$140,906InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$38,708TaxesRevAndExpnssAmt
Taxes Net Invst Incm$37,208TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$1,500TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$236,467OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$236,467OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$790,442TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$788,942TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$230,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$230,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,020,442TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$788,942TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$231,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,386,020ExcessRevenueOverExpensesAmt
Net Investment Income$2,635,315NetInvestmentIncomeAmt
Adjusted Net Income$3,424,257AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$212,910SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,745,314SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,745,314SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$3,839,434OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$900,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$3,839,434OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$3,839,434OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$5,088,908USGovernmentObligationsBOYAmt
US Government Obligations EOY$6,041,520USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$6,041,520USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,802,386CorporateStockBOYAmt
Corporate Stock EOY$3,487,931CorporateStockEOYAmt
Corporate Stock EOYFMV$3,935,110CorporateStockEOYFMVAmt
Other Investments BOY$63,529,808OtherInvestmentsBOYAmt
Other Investments EOY$67,946,739OtherInvestmentsEOYAmt
Other Investments EOYFMV$71,058,269OtherInvestmentsEOYFMVAmt
Total Assets BOY$74,534,012TotalAssetsBOYAmt
Total Assets EOY$88,060,938TotalAssetsEOYAmt
Total Assets EOYFMV$91,619,647TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,201,870OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,342,776OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,201,870TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,342,776TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$72,332,142RetainedEarningBOYAmt
Retained Earning EOY$85,718,162RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$72,332,142TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$85,718,162TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$74,534,012TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$88,060,938TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$72,332,142TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,386,020ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$85,718,162SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$85,718,162TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB & CO., INC.#9401P2024-01-012024-12-31$132,901$138,933-$6,032-$6,032
CHARLES SCHWAB & CO., INC.#9401P2020-01-012024-12-31$239,472$295,251-$55,779-$55,779
CHARLES SCHWAB & CO., INC.#9401P2020-01-012024-12-31$16$16$0$0
CHARLES SCHWAB & CO., INC.#4619P2020-01-012024-12-31$5,009,958$5,647,799-$637,841-$637,841
CHARLES SCHWAB & CO., INC.#6674P2024-01-012024-12-31$81,424$78,592$2,832$2,832
CHARLES SCHWAB & CO., INC.#6674P2020-01-012024-12-31$1,672,800$1,496,016$176,784$176,784
CHARLES SCHWAB & CO., INC.#6979P2024-01-012024-12-31$256,946$253,663$3,283$3,283
CHARLES SCHWAB & CO., INC.#6979P2024-01-012024-12-31$1,060,495$1,038,231$22,264$22,264
CHARLES SCHWAB & CO., INC.#6979P2020-01-012024-12-31$2,805,000$2,818,835-$13,835-$13,835
CHARLES SCHWAB & CO., INC.#6979P2020-01-012024-12-31$225,000$225,000$0$0
CAPITAL GAINS - K-1SP2024-01-012024-12-31$240,287$240,287
CAPITAL GAINS - K-1SP2020-01-012024-12-31$756,158$756,158
CAPITAL GAINS - K-1SP2020-01-012024-12-31-$1,188,903-$1,188,903
FieldValueIRS element (for citing)
Capital Gain Net Income-$700,782CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$262,634NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$36,631InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$36,631SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$36,631TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,932EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,932TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1,449EsPenaltyAmt
Tax Due$30,148TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FULTON VITTORIA LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2125860700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE ROCKEFELLER PLAZAAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonERIC GALLOWAYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line142 WEST 39TH STREET 14TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos10.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$76,888,417AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,479,113AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$80,367,530TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$80,367,530AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,205,513CashDeemedCharitableAmt
Net Vl Noncharitable Assets$79,162,017NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,958,101MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,958,101MinimumInvestmentReturnAmt
Tax Based On Investment Income$36,631TaxBasedOnInvestmentIncomeAmt
Total Tax$36,631TotalTaxAmt
Distributable Before Adj$3,921,470DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,921,470DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,921,470DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$231,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$231,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,921,470DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$8,865,721ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,567,463ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,043,427ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,792,335ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,964,309ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$42,233,255TotalExcessDistributionCyovAmt
Qualifying Distributions$231,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$231,500AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,689,970ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,689,970ExcessDistributionCyovAppCYAmt
Total Corpus$38,543,285TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,175,751ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$33,367,534ExcessDistriCyovToNextYrAmt
Excess From Year4$6,567,463ExcessFromYear4Amt
Excess From Year3$9,043,427ExcessFromYear3Amt
Excess From Year2$6,792,335ExcessFromYear2Amt
Excess From Year1$10,964,309ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAMPAIGN LEGAL CENTER
1101 14TH STREET NWWASHINGTONDC20005NONEPUBLICPROTECTING VOTER ACCESS$25,000
NATIONAL BLACK THEATER
213 WEST 137TH STREETNEW YORKNY10030NONEPUBLICSUPPORTING PROGRAMS$50,000
OPEN TO DEBATE
590 MADISON AVENUE 30TH FLOORNEW YORKNY10022NONEPUBLICSUPPORTING PROGRAMS$30,000
HEADCOUNT
104 WEST 29TH STREET 11TH FLOORNEW YORKNY10001NONEPUBLICSUPPORTING PROGRAMS$50,000
STUDENT PIRG
294 WASHINGTON STREET SUITE 500BOSTONMA02108NONEPUBLICSUPPORTING PROGRAMS$25,000
TEH LGBT COMMUNITY CENTER
208 WEST 13TH STREETNEW YORKNY10011NONEPUBLICSUPPORTING PROGRAMS$25,000
THE HUDSON ATHENS LIGHTHOUSE
496 CLINTON STREETHUDSONNY12534NONEPUBLICSUPPORTING PROGRAMS$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$230,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,834,677ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$946,701ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$642,879ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$700,782ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,723,475ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,723,475TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ERIC GALLOWAY
142 WEST 39TH STREET 14TH FLOORNEW YORKNY10018$4,870,071Yes (X)Yes (X)
GALVAN FOUNDATION CHARITABLE TRUST
242 WEST 39TH STREET 14TH FLOORNEW YORKNY10018$212,916Yes (X)
ESTATE OF HENRY P VAN AMERIGEN
3ONE ROCKEFELLER PLAZANEW YORKNY10020$6,600,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1OCA VIP VI LLC$316,7632024-10-01
1OCA AKO EUROPEAN LONG-ONLY LLC$1,946,3682024-10-01
1OCA PREFERRED INCOME LLC$863,0022024-10-01
1BLUE OWL TECHNOLOGY FINANCE CORP$1,743,9382024-11-21

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY FUNDSStockNm
EOY Book Value$3,487,931EOYBookValueAmt
EOYFMV$3,935,110EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,573,472USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,573,472USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$2,468,048StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$2,468,048StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
HEDGE FUNDSAT COST$18,687,174$19,618,672
PARTNERSHIPSAT COST$16,265,424$16,265,424
EQUITY FUNDSAT COST$32,994,141$35,174,173

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER INVESTMENT EXPENSES K-1Desc
Revenue And Expenses Per Books$236,467RevenueAndExpensesPerBooksAmt
Net Investment Income$236,467NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINVESTMENT INCOMEDesc
Revenue And Expenses Per Books$642,879RevenueAndExpensesPerBooksAmt
Net Investment Income$642,879NetInvestmentIncomeAmt
Adjusted Net Income$642,879AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescSCHWAB MARGIN ACCOUNTDesc
BOY Book Value$2,201,870BOYBookValueAmt
EOY Book Value$2,342,776EOYBookValueAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (5 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtConsideration FMVConsiderationFMVAmt
FRANKFORD CAPITAL
NONE$900,000$900,0002023-012028-11QUARTERLY INTEREST PAYMENTS ONLY8.000000000000PERSONAL GUARANTEEINVESTMENT$900,000
GALVAN PEPPERTREE ASSOCIATES LP
NONE$96,123$96,1232024-122029-11MONTHLY PRINCIPAL AND INTEREST7.000000000000PROPERTYDEVELOPMENT OF PROPERTY$96,123
33 INTERVALE ROAD LLC
NONE$1,900,000$1,900,0002024-092025-05INTEREST ONLY PAYMENTS18.000000000000PROPERTYSALE OF PROPERTY$1,900,000
HUDSON DEPOT DISTRICT LLC
NONE$472,000$472,0002024-052027-068.500000000000PROPERTYPROPERTY DEVELOPMENT$472,000
TREVOR O'REILLY
NONE$480,000$471,3112024-082039-08MONTHLY PRINCIPAL AND INTEREST5.500000000000PROPERTYSALE OF PROPERTY$471,311

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEECategoryTxt
Amt$374,361Amt
Net Investment Income$374,361NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX ON INVESTMENT INCOME$1,500$0$0$1,500
FOREIGN TAXES - OTHER$18,011$18,011$0$0
FOREIGN TAXES - K-1$19,197$19,197$0$0

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