FREEDOM TOGETHER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FREEDOM TOGETHER FOUNDATION (EIN 90-0747216)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201433179349100968
- Schema version
- 2013v3.0
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T14:22:50-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100362602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900747216 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JPB FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JPBF | BusinessNameControlTxt |
| Phone | 2129359860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 WEST 57TH STREET 38TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA PICOWER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129359860 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN GREIF | PreparerPersonNm |
| PTIN | P00029738 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,318,642,200 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,185,300,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,785,605 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,785,605 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,621,642 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,621,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,270,615 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,223,026,654 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,174,598 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$16,315 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,128,254 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,218,962,297 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,710,099 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,239,846 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,833,046 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $406,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,549,712 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $507,512 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,042,200 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $581,900 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $265,871 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $316,029 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $92,430 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $75,551 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,879 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $49,594 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,959 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $44,635 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,453,531 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,412,096 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,041,435 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $8 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,681,510 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $169,683 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $61,602 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $54,558 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $2,700,301 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $270,030 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,430,271 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $98,286 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,899 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $90,387 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $313,853 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54,770 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $259,083 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,815,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,601,417 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,709,321 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,051,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,051,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,866,862 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,601,417 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,760,654 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,125,095,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,108,682 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $786,422 | CashBOYAmt |
| Cash EOY | $155,462 | CashEOYAmt |
| Cash EOYFMV | $155,462 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $908,487,919 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $858,049,799 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $858,049,799 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $6,688 | AcctRcvblAmt |
| Acct Rcvbl BOY | $62,648 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $6,688 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $6,688 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $524 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,742 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,742 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $36,976,641 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $187,057,146 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $183,830,150 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $137,355,007 | CorporateStockBOYAmt |
| Corporate Stock EOY | $631,749,280 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $685,045,066 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $131,182,309 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $131,884,366 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,909,769 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $389,439,529 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $436,076,081 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $275,829 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $89,638 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $77,508 | LandBOYAmt |
| Land EOY | $186,191 | LandEOYAmt |
| Land EOYFMV | $186,191 | LandEOYFMVAmt |
| Other Assets BOY | $325,700 | OtherAssetsBOYAmt |
| Other Assets EOY | $23,405,655 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23,405,655 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,095,982,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,221,234,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,318,642,200 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,095,982,138 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,221,234,801 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,095,982,138 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,221,234,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,095,982,138 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,221,234,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,095,982,138 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,125,095,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $157,228 | OtherIncreasesAmt |
| Subtotal | $2,221,234,801 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,221,234,801 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,210,561,950 | $1,205,384,486 | $5,177,464 | $5,177,464 | |
| PUBLICLY TRADED SECURITIES | $10,299,494 | $10,299,494 | $10,299,494 | ||
| THIRD POINT OFFSHORE FUND LTD | $1,828,396 | $1,467,570 | $360,826 | $360,826 | P |
| BREP VII | $553,077 | $553,077 | P | ||
| HIGHCLERE INTERNATIONAL INVESTORS SMID FUND | $1,254,905 | $1,254,905 | P | ||
| CTF DIVERSIFIED INFLATION HEDGES PORTFOLIO - WELLINGTON | $269,115 | $269,115 | P | ||
| WALTON VII | $18,920 | $18,920 | P | ||
| LESS: INVESTMENT INCOME | -$2,096,017 | -$2,096,017 | P | ||
| CAPITAL GAINS DIVIDENDS | $336,814 | $336,814 | $336,814 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,174,598 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,548,367 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $328,476,983 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.159976 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $57,657,597 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $64,144,532 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.898870 | DistributionYr2Rt |
| Total Distribution | 1.058846 | TotalDistributionRt |
| Average Distribution | 0.529423 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,644,442,846 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $870,605,865 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $281,087 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $870,886,952 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $84,760,654 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $562,174 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $562,174 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $562,174 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,957,381 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,957,381 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,395,207 | OverpaymentAmt |
| Applied To ES Tax | $1,395,207 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JPBFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE JPB FOUNDATION | IndividualWithBooksNm |
| Phone | 2129359860 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 WEST 57TH STREET 38TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | OC | ForeignCountryCd |
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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| GERALD C MCNAMARA | |||||||||
| C/O THE JPB FOUNDATION 9 WEST 57TH | ST 38TH FL | NEW YORK | NY | 10019 | CIO | 40.00 | $1,400,000 | $32,138 | $0 |
| APRIL C FREILICH | |||||||||
| C/O THE JPB FOUNDATION 9 WEST 57TH | ST 38TH FL | NEW YORK | NY | 10019 | COO, SR. VP | 40.00 | $577,394 | $52,094 | $0 |
| BARBARA PICOWER | |||||||||
| C/O THE JPB FOUNDATION 9 WEST 57TH | ST 38TH FL | NEW YORK | NY | 10019 | PRESIDENT | 40.00 | $262,452 | $40,741 | $0 |
| JOSHUA HENRI HOCHSCHULER | |||||||||
| C/O THE JPB FOUNDATION 9 WEST 57TH | ST 38TH FL | NEW YORK | NY | 10019 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| SUSAN C FRUNZI | |||||||||
| C/O THE JPB FOUNDATION 9 WEST 57TH | ST 38TH FL | NEW YORK | NY | 10019 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| WILLIAM D ZABEL | |||||||||
| C/O THE JPB FOUNDATION 9 WEST 57TH | ST 38TH FL | NEW YORK | NY | 10019 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MARTIN R POST | |||||||||
| C/O THE JPB FOUNDATION 9 WEST 57TH | ST 38TH FL | NEW YORK | NY | 10019 | TRUSTEE | 3.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| DONNA LAWRENCE | |||||||||
| C/O THE JPB FOUNDATION 9 WEST 57TH | ST 38TH FL | NEW YORK | NY | 10019 | VP, POVERTY | 40.00 | $292,053 | $61,055 | $0 |
| DANA L BOURLAND | |||||||||
| C/O THE JPB FOUNDATION 9 WEST 57TH | ST 38TH FL | NEW YORK | NY | 10019 | VP, ENVIRONMENT | 40.00 | $304,827 | $40,980 | $0 |
| YVONNE C YU | |||||||||
| C/O THE JPB FOUNDATION 9 WEST 57TH | ST 38TH FL | NEW YORK | NY | 10019 | VP, INVESTMENT OPERA | 40.00 | $209,962 | $56,018 | $0 |
| ZHEN S LOSAK | |||||||||
| C/O THE JPB FOUNDATION 9 WEST 57TH | ST 38TH FL | NEW YORK | NY | 10019 | BOOKKEEPER | 40.00 | $89,942 | $41,560 | $0 |
| WILLIAM W RIBBECKE | |||||||||
| C/O THE JPB FOUNDATION 9 WEST 57TH | ST 38TH FL | NEW YORK | NY | 10019 | VP, INVESTMENTS | 40.00 | $84,615 | $25,649 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 8 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MATHEMATICA POLICY RESEARCH INC | |||||
| PO BOX 2393 | PRINCETON | NJ | 085432393 | CONSULTING SERVICE | $1,448,050 |
| MONTICELLO ASSOCIATES INC | |||||
| 1800 LARIMER STREET SUITE 2100 | DENVER | CO | 80202 | CONSULTING SERVICE | $583,333 |
| ODB FUND SERVICES LLC | |||||
| 62 SOUTHFIELD AVENUE | STAMFORD | CT | 06902 | CONSULTING SERVICE | $324,929 |
| THE URBAN INSTITUTE | |||||
| 2100 M STREET NW | WASHINGTON | DC | 20037 | CONSULTING SERVICE | $179,879 |
| IDIAGRAM CO MARSHALL CLEMENS | |||||
| 24 HILLSIDE ROAD | LINCOLN | MA | 017734107 | CONSULTING SERVICE | $126,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | 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 | $1,079,850,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $578,094,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,539,978 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,669,485,123 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,669,485,123 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,042,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,644,442,846 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,222,142 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,222,142 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $562,174 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $43,915 | IncomeTaxAmt |
| Total Tax | $606,089 | TotalTaxAmt |
| Distributable Before Adj | $81,616,053 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,616,053 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,616,053 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,760,654 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $84,760,654 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $84,760,654 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,616,053 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $56,270,207 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,319,193 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $92,589,400 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,760,654 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,616,053 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,144,601 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $95,734,001 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $95,734,001 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $56,270,207 | ExcessFromYear2Amt |
| Excess From Year1 | $36,319,193 | ExcessFromYear1Amt |
| Excess From Current Year | $3,144,601 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (120 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR A HEALTHIER GENERATION | ||||||||
| 606 SE 9TH AVENUE | PORTLAND | OR | 97214 | NONE | PC | HEALTHY SCHOOLS PROGRAM EXPANSION | $1,202,857 | |
| AMERICAN ACADEMY OF PEDIATRICS | ||||||||
| 141 NORTHWEST POINT BLVD | ELK GROVE VILLAGE | IL | 60007 | NONE | PC | ACCELERATING IMPROVED CARE FOR CHILDREN WITH ASTHMA PROGRAM | $517,674 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | POST-ARIZONA V. U.S. LEGAL FALLOUT CAMPAIGN | $750,000 | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (ASPCA) | ||||||||
| 520 8TH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | ASPCA'S MOBILE SPAY NEUTER PROGRAM | $10,000 | |
| AMERICAN VISIONARY ART MUSEUM | ||||||||
| 800 KEY HIGHWAY | BALTIMORE | MD | 212303940 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ASPEN INSTITUTE | ||||||||
| 1 DUPONT CIRCLE SUITE 700 | WASHINGTON | DC | 20036 | NONE | PC | ASPEN FORUM FOR COMMUNITY SOLUTIONS | $482,114 | |
| AUTISM SPEAKS INC | ||||||||
| 1 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | ||||||||
| 330 BROOKLINE AVENUE CLS 747 | BOSTON | MA | 022155491 | NONE | PC | BARBARA KAHN'S RESEARCH TITLED: CHARACTERIZATION OF A NOVEL CLASS OF LIPIDS INVOLVED IN INSULIN SENSITIVITY | $612,840 | |
| BRENNAN CENTER FOR JUSTICE | ||||||||
| 161 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $400,000 | FLOOR |
| BRIDGESPAN GROUP | ||||||||
| 2 COPLEY PLACE 7TH FLOOR SUITE | BOSTON | MA | 02116 | NONE | PC | JPB TOXIC STRESS CONSORTIUM PLANNING | $89,313 | 3700B |
| BRIDGESPAN GROUP | ||||||||
| 2 COPLEY PLACE 7TH FLOOR SUITE | BOSTON | MA | 02116 | NONE | PC | STRATEGY PLANNING FOR CENTER FOR COMMUNITY CHANGE | $580,000 | 3700B |
| BROOKINGS INSTITUTION | ||||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | SOCIAL GENOME PROJECT: FAMILY FORMATION AND PATHWAYS TO MIDDLE CLASS | $353,182 | |
| CENTER FOR AMERICAN PROGRESS | ||||||||
| 1333 H STREET NW FLOOR 10 | WASHINGTON | DC | 20005 | NONE | PC | OUR FUTURE, TOGETHER INITIATIVE | $495,165 | |
| CENTER FOR COMMUNITY CHANGE | ||||||||
| 1536 U STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000,000 | |
| CENTER FOR COMMUNITY CHANGE | ||||||||
| 1536 U STREET NW | WASHINGTON | DC | 20009 | NONE | PC | CORE SUPPORT AND LONG-TERM PLANNING | $1,500,000 | |
| CENTER FOR NEIGHBORHOOD TECHNOLOGY | ||||||||
| 1741 N WESTERN AVENUE | CHICAGO | IL | 60647 | NONE | PC | DEVELOPING A NATIONAL PLATFORM FOR ENERGY EFFICIENCY SERVICES TO UNDERSERVED MARKETS | $600,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS INC | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT OF THE US PROGRAM | $600,000 | |
| CENTER ON BUDGET AND POLICY PRIORITIES | ||||||||
| 820 FIRST STREET NE | WASHINGTON | DC | 20002 | NONE | PC | ADVANCING EFFECTIVE STRATEGIES TO ADDRESS POVERTY IN AMERICA | $768,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| CHILD TRENDS INCORPORATED | ||||||||
| 7315 WISCONSIN AVENUE SUITE 1200W | BETHESDA | MD | 20814 | NONE | PC | REDUCING TEEN CHILDBEARING AMONG LATINAS: AN INNOVATIVE ANTI-POVERTY STRATEGY INITIATIVE | $192,872 | |
| CHILDREN'S AID SOCIETY | ||||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | NONE | PC | CARRERA ADOLESCENT PREGNANCY PREVENTION PROGRAM FOR THE SOCIAL INNOVATION FUND MATCH & IN-SCHOOL MODEL GROWTH AND SUSTAINABILITY | $1,000,000 | |
| CHINESE AMERICAN PLANNING COUNCIL INC | ||||||||
| 150 ELIZABETH STREET | NEW YORK | NY | 10012 | NONE | PC | CHINESE AMERICAN PLANNING COUNCIL'S BROOKLYN BRANCH | $10,000 | |
| CHINESE AMERICAN PLANNING COUNCIL INC | ||||||||
| 150 ELIZABETH STREET | NEW YORK | NY | 10012 | NONE | PC | CHINESE AMERICAN PLANNING COUNCIL'S YOUTH SERVICES AND PROJECT GATEWAY IN CHINATOWN | $10,000 | |
| CITY OF LONG BEACH | ||||||||
| 1 WEST CHESTER STREET | LONG BEACH | NY | 11561 | NONE | PC | CITY OF LONG BEACH HURRICANE SANDY RELIEF | $178,092 | |
| CLEAN ENERGY GROUP | ||||||||
| 50 STATE STREET SUITE 1 | MONTPELIER | VT | 05602 | NONE | PC | FINANCE FOR CLIMATE CHANGE RESILIENCY: HOW TO BUILD A CLEAN ENERGY POWER SYSTEM POST-SANDY | $150,000 | |
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| 630 WEST 168TH STREET BOX 49 | NEW YORK | NY | 100323702 | NONE | PC | DOMENICO ACCILI'S RESEARCH TITLED: B-CELL DIFFERENTIATION AS A DIABETES TREATMENT | $1,000,000 | |
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| 630 WEST 168TH STREET BOX 49 | NEW YORK | NY | 100323702 | NONE | PC | DAVID SULZER'S RESEARCH TITLED: MECHANISMS OF SUBSTANTIA NIGRA NEURONAL DEATH IN PARKINSON'S DISEASE | $700,000 | |
| COMMUNITY FOUNDATION OF NEW JERSEY | ||||||||
| PO BOX 338 | MORRISTOWN | NJ | 079630338 | NONE | PC | REBUILD BY DESIGN | $800,000 | |
| COMMUNITY FUNDS INC | ||||||||
| 909 THIRD AVENUE | NEW YORK | NY | 10022 | NONE | PC | DONOR ADVISED FUND | $850,000 | |
| CUTANEOUS LYMPHOMA FOUNDATION | ||||||||
| PO BOX 374 | BIRMINGHAM | MI | 48012 | NONE | PC | MEDICAL RESEARCH OF NON-HODGKINS CUTANEOUS T-CELL LYMPHOMA (MYCOSIS FUNGOIDES) | $10,000 | |
| DALLAS JEWISH COMMUNITY FOUNDATION | ||||||||
| THE JACOB FELDMAN BUILDING 7800 | DALLAS | TX | 752303296 | NONE | PC | DONOR ADVISED FUND | $150,000 | NORTHAVEN ROAD |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVE CLS11146 | BOSTON | MA | 02215 | NONE | PC | BRUCE M. SPIEGELMAN'S RESEARCH TITLED: EXERCISE, BROWN FAT AND DIABETES: TOWARD A NEW GENERATION OF MOLECULAR THERAPEUTICS FOR METABOLIC DISORDERS | $713,244 | |
| ELEVATE ENERGY (FORMERLY CNT ENERGY) | ||||||||
| 1741 N WESTERN AVENUE | CHICAGO | IL | 60647 | NONE | PC | NATIONAL DELIVERY NETWORK FOR ENERGY EFFICIENCY SERVICE PROVIDERS TO SERVE AFFORDABLE HOUSING | $3,050,000 | |
| ENERGY FOUNDATION | ||||||||
| 301 BATTERY STREET FIFTH FL | SAN FRANCISCO | CA | 94111 | NONE | PC | SCALING EFFICIENCY IN AFFORDABLE, MULTIFAMILY HOUSING | $3,500,000 | |
| ENERGY PROGRAMS CONSORTIUM | ||||||||
| 1232 31ST STREET NW 3RD FLOOR | WASHINGTON | DC | 20007 | NONE | PC | ANALYZE THE BARRIERS AND OBSTACLES IDENTIFIED IN THE MULTITUDE OF REPORTS ON MULTIFAMILY ENERGY EFFICIENCY | $25,000 | |
| ENGINEERS WITHOUT BORDERS USA | ||||||||
| 1031 33RD ST SUITE 210 | DENVER | CO | 80205 | NONE | PC | LEHIGH UNIVERSITY CHAPTER | $10,000 | |
| ENTERPRISE COMMUNITY PARTNERS INC | ||||||||
| 11000 BROKEN LAND PARKWAY | COLUMBIA | MD | 21044 | NONE | PC | EVALUATING THE HEALTH BENEFITS OF GREEN AFFORDABLE HOUSING | $499,812 | |
| EVERY CHILD A READER | ||||||||
| 54 WEST 39TH STREET | NEW YORK | NY | 10019 | NONE | PC | NATIONAL AMBASSADOR FOR YOUNG PEOPLE'S LITERATURE PROGRAM | $10,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | NONE | PC | DONOR ADVISED FUND | $300,000 | |
| FOUNDATION CENTER | ||||||||
| 79 FIFTH AVENUE | NEW YORK | NY | 10003 | NONE | PC | TO MAP THE DEMOCRACY FUNDING LANDSCAPE IN THE UNITED STATES IN PARTNERSHIP WITH EIGHT FOUNDATIONS | $28,150 | |
| FOUNDATION CENTER | ||||||||
| 79 FIFTH AVENUE | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FRESH AIR FUND | ||||||||
| 633 3R AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| FUND FOR PUBLIC HEALTH IN NEW YORK INC | ||||||||
| 22 CORTLANDT STREET 11TH FLOOR | NEW YORK | NY | 10007 | NONE | PC | SCHOOL-BASED HEALTH CENTER REPRODUCTIVE HEALTH PROJECT | $1,188,629 | |
| FUNDERS' NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES | ||||||||
| 1500 SAN REMO AVENUE SUITE 249 | CORAL GABLES | FL | 33146 | NONE | PC | LOCAL SUSTAINABILITY MATCHING FUND | $200,000 | |
| GARRISON INSTITUTE | ||||||||
| PO BOX 532 | GARRISON | NY | 10520 | NONE | PC | THE HUMAN DIMENSIONS OF RESILIENT AND SUSTAINABLE CITIES | $200,000 | |
| GEORGETOWN UNIVERSITY GEORGETOWN LAW CENTER ON POVERTY INEQUALITY AND PU | ||||||||
| 600 NEW JERSEY AVENUE NW | WASHINGTON | DC | 20001 | NONE | PC | RAISING GIRLS UP: BUILDING PATHS TO SUCCESS FOR LOW-INCOME ADOLESCENTS | $100,000 | |
| GIRLS WRITE NOW | ||||||||
| 247 WEST 37TH STREET SUITE 1899 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GLOBAL PHILANTHROPY PARTNERSHIP | ||||||||
| 2440 N LAKEVIEW 15A | CHICAGO | IL | 60614 | NONE | PC | URBAN SUSTAINABILITY DIRECTORS NETWORK INNOVATION FUND | $200,000 | |
| GRANTS MANAGERS NETWORK | ||||||||
| 1666 K STREET NW SUITE 440 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GROUNDSWELL | ||||||||
| 1156 15TH STREET NW 840 | WASHINGTON | DC | 20005 | NONE | PC | GROUNDSWELL NATIONAL EXPANSION RAMP UP | $400,000 | |
| GUTTMACHER INSTITUTE INC | ||||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | IDENTIFYING PATHWAYS TO IMPROVE CONTRACEPTIVE USE: A LONGITUDINAL STUDY | $654,281 | |
| GUTTMACHER INSTITUTE INC | ||||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | RETURN ON INVESTMENT STUDY | $241,536 | |
| HARLEM CHILDREN'S ZONE | ||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | NONE | PC | HARLEM CHILDREN'S ZONE'S HEALTHY LIVING INITIATIVE | $6,100,000 | |
| HEALTH LEADS INC | ||||||||
| 2 OLIVER STREET 10TH FLOOR | BOSTON | MA | 02109 | NONE | PC | HEALTH LEAD'S TECHNOLOGY FOR GROWTH INITIATIVE | $486,781 | |
| HUMAN RIGHTS FIRST | ||||||||
| 333 7TH AVENUE 13TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | REFUGEE PROTECTION PROGRAM | $750,000 | |
| IMMIGRANT LEGAL RESOURCE CENTER | ||||||||
| 1663 MISSION STREET SUITE 602 | SAN FRANCISCO | CA | 94103 | NONE | PC | NEW AMERICANS CAMPAIGN | $1,000,000 | |
| INDIANA UNIVERSITY UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 410 WEST 10TH STREET | INDIANAPOLIS | IN | 46038 | NONE | PC | DAVID MARRERO'S RESEARCH TITLED: THE DIABETES PREVENTION PROGRAM FOR FAMILIES | $611,746 | |
| INNOVATION NETWORK INC | ||||||||
| 1625 K ST NW SUITE 1050 | WASHINGTON | DC | 20006 | NONE | PC | EVALUATION OF THE CENTER FOR COMMUNITY CHANGE | $473,980 | |
| INNOVATION NETWORK INC | ||||||||
| 1625 K ST NW SUITE 1050 | WASHINGTON | DC | 20006 | NONE | PC | PROVIDING EVALUATION SERVICES TO CENTER FOR COMMUNITY CHANGE | $83,336 | |
| INTERNATIONAL LIVING FUTURE INSTITUTE | ||||||||
| 721 NW NINTH AVENUE SUITE 195 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| JAZZ FOUNDATION OF AMERICA | ||||||||
| 322 W 48TH STREET 6TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 733 N BROADWAY SUITE 731 | BALTIMORE | MD | 21205 | NONE | PC | TED DAWSON'S RESEARCH TITLED: CHARACTERIZATION OF THE PARKIN/PINK/PARIS PATHWAY OF NEURODEGENERATION IN PARKINSON'S DISEASE | $700,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 501 SEVENTH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | LISC RELIEF FUND | $125,000 | |
| MANHATTAN THEATRE CLUB INC | ||||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | MTC'S EDUCATION PROGRAM | $50,000 | |
| MARCY TENNIS CLUB INC | ||||||||
| 50 GREENE AVENUE 4F | BROOKLYN | NY | 11238 | NONE | PC | FOR RENOVATION OF THE TENNIS COURTS AT THE MARCY HOUSES | $10,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE BUILDING | CAMBRIDGE | MA | 021394307 | NONE | PC | PICOWER INSTITUTE INNOVATION FUND (PIIF) | $2,700,000 | 3-208 |
| MELMARK CHARITABLE FOUNDATION | ||||||||
| 2600 WAYLAND ROAD | BERWYN | PA | 19312 | NONE | PC | FOR THE CAPITAL-RAISING CAMPAIGN | $25,000 | |
| NATIONAL ACADEMY OF SCIENCES INSTITUTE OF MEDICINE | ||||||||
| KECK CENTER 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | ROUNDTABLE ON OBESITY SOLUTIONS | $300,000 | |
| NATIONAL ACADEMY OF SCIENCES INSTITUTE OF MEDICINE | ||||||||
| KECK CENTER 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | A FRAMEWORK FOR ASSESSING THE HEALTH, ENVIRONMENTAL, AND SOCIAL EFFECTS OF THE FOOD SYSTEM | $637,261 | |
| NATIONAL CAMPAIGN TO PREVENT TEEN AND UNPLANNED PREGNANCY | ||||||||
| 1776 MASSACHUSETTS AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | BIRTH CONTROL 2.0: RE-BUILDING SUPPORT FOR FAMILY PLANNING | $417,124 | 200 |
| NAT'L COUNCIL OF YOUNG MEN'S CHRISTIAN ASSOC OF THE USA | ||||||||
| 101 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | NATIONAL SCALING AND DISSEMINATION OF THE YMCA'S DIABETES AND PREVENTION PROGRAM | $3,044,986 | |
| NATIONAL DANCE INSTITUTE INC | ||||||||
| 217 WEST 147TH STREET | NEW YORK | NY | 10039 | NONE | PC | IN SCHOOL PROGRAM: CHILDREN, COMMUNITIES, AND EXCELLENCE | $50,000 | |
| NATIONAL DOMESTIC WORKERS ALLIANCE | ||||||||
| 330 SEVENTH AVE 19TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | WE BELONG TOGETHER CAMPAIGN | $250,000 | |
| NATIONAL HOUSING TRUST | ||||||||
| 1101 30TH STREET NW SUITE 100A | WASHINGTON | DC | 20007 | NONE | PC | SCALING UP EFFICIENCY IN LOW-INCOME COMMUNITIES | $380,000 | |
| NATIONAL PHILANTHROPIC TRUST | ||||||||
| 165 TOWNSHIP LINE ROAD SUITE 150 | JENKINTOWN | PA | 190463531 | NONE | PC | DONOR ADVISED FUND | $100,000 | |
| NATIONAL PHILANTHROPIC TRUST | ||||||||
| 165 TOWNSHIP LINE ROAD SUITE 150 | JENKINTOWN | PA | 190463531 | NONE | PC | THE TRUE NORTH FUND | $2,000,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | SCALING UP EFFICIENCY IN LOW-INCOME COMMUNITIES | $1,800,000 | |
| NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | RESILIENT CITIES: UTILIZING NATURAL INFRASTRUCTURE TO REDUCE CLIMATE RISKS FOR URBAN POPULATIONS | $170,086 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVENUE SUITE 300 | WASHINGTON | DC | 20036 | NONE | PC | COMMUNICATIONS HUB FOR CIVIL LEGAL AID | $177,000 | |
| NEW YORK HALL OF SCIENCE | ||||||||
| 47-01 111TH STREET | CORONA | NY | 11368 | NONE | PC | CONNECTED WORLDS | $500,000 | |
| NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONS | ||||||||
| FIFTH AVENUE AND 42ND STREET | NEW YORK | NY | 10018 | NONE | PC | ENGLISH FOR SPEAKERS OF OTHER LANGUAGES (ESOL) PROGAM | $500,000 | |
| NORTHWESTERN UNIVERSITY DEPT OF PHYSIOLOGY FEINBERG SCHOOL OF MEDICINE | ||||||||
| 303 E SUPERIOR STREET | CHICAGO | IL | 60611 | NONE | PC | DR. JEFFERY RAZIER''S RESEARCH | $10,000 | |
| NORTHWESTERN UNIVERSITY DEPT OF PHYSIOLOGY FEINBERG SCHOOL OF MEDICINE | ||||||||
| 303 E SUPERIOR STREET | CHICAGO | IL | 60611 | NONE | PC | DALTON JAMES SURMEIER'S RESEARCH TITLED: MOLECULAR AND CELLULAR MECHANISMS OF PARKINSON'S DISEASE | $975,000 | |
| NURSE FAMILY PARTNERSHIP | ||||||||
| 1900 GRANT STREET SUITE 400 | DENVER | CO | 802034304 | NONE | PC | DANCE PROJECT | $1,226,000 | |
| PARENTS ASSOCIATION BRONX HIGH SCHOOL OF SCIENCE | ||||||||
| 75 WEST 205TH STREET | BRONX | NY | 10468 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PING CHONG & COMPANY | ||||||||
| 47 GREAT JONES STREET 6TH FLOOR | NEW YORK | NY | 10012 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | PUBLIC POLICY LITIGATION AND LAW PROGRAM | $1,500,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | SOUTHERN ACCESS PROJECT | $3,000,000 | |
| POPTECH INSTITUTE | ||||||||
| PO BOX 1405 | CAMDEN | ME | 04843 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| PREP FOR PREP | ||||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | PC | PREP FOR PREP SCHOLARS AND PROFESSIONAL ADVANCEMENT | $200,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 677 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | PLANNING GRANT TO ESTABLISH A RESEARCH CONSORTIUM ON TOXIC STRESS AND HEALTH | $239,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 677 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | STEVEN GORTMAKER'S RESEARCH TITLED: CHILDHOOD OBESITY INTERVENTIONS - EVALUATING THE COST-EFFECTIVENESS OF STRATEGIES | $575,516 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 677 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | DOUGLAS MELTON'S RESEARCH TITLED: USING STEM CELLS TO MAKE MATURE PANCREATIC CELLS FOR TRANSPLANTATION AND THE ANALYSIS OF GENETIC PREDISPOSITION TO DIABETES | $600,000 | |
| PUBLIC INTEREST PROJECTS INC | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | FOUR FREEDOMS FUND | $2,500,000 | |
| PUBLIC INTEREST PROJECTS INC | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | STATE INFRASTRUCTURE FUND | $850,000 | |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC | ||||||||
| 701 OKEECHOBEE BOULEVARD | WEST PALM BEACH | FL | 33401 | NONE | PC | STAR SERIES | $50,000 | |
| REGENTS OF THE UNIV OF CALIFORNIA BIXBY CTR FOR GLOBAL REPRODUCTIVE HLTH | ||||||||
| 3333 CALIFORNIA ST STE 335 BOX 0744 | SAN FRANCISCO | CA | 941430744 | NONE | PC | UCSF BIXBY CENTER'S PROJECT, REDUCING UNPLANNED PREGNANCY IN THE US:ADDRESSING THE NEEDS OF AT-RISK WOMEN THROUGH LONG-ACTING REVERSIBLE CONTRACEPTION | $300,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 1415 WASHINGTON HEIGHTS | ANN ARBOR | MI | 48109 | NONE | PC | CENTER FOR MANAGING CHRONIC DISEASE'S ACCELERATING TEAM IMPACT | $288,809 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | SANDY RELIEF FUND: BUILDING AFFORDABLE HOUSING | $250,000 | |
| ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 100656399 | NONE | PC | JEFFREY M. FRIEDMAN'S RESEARCH TITLED:TRANSLATIONAL STUDIES OF LEPTIN AND THE NEURAL CIRCUIT REGULATING BODY WEIGHT | $1,075,747 | |
| ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 100656399 | NONE | PC | PAUL GREENGARD'S RESEARCH TITLED: MOLECULAR MECHANISMS UNDERLYING DEGENERATION AND CELL-SPECIFIC ADAPTATION IN PARKINSON'S DISEASE | $963,800 | |
| ROCKVILLE INSTITUTE | ||||||||
| 1600 RESEARCH BOULEVARD | ROCKVILLE | MD | 208503129 | NONE | PC | HEALTHY SCHOOLS RANDOMIZED CONTROLLED TRIAL | $842,320 | |
| ROUNDABOUT THEATRE COMPANY INC | ||||||||
| 231 WEST 39TH STREET SUITE 1200 | NEW YORK | NY | 10018 | NONE | PC | EDUCATION AT ROUNDABOUT PROGRAM | $50,000 | |
| SALK INSTITUTE FOR BIOLOGICAL STUDIES | ||||||||
| 10010 NORTH TORREY PINES ROAD | LA JOLLA | CA | 920371002 | NONE | PC | FRED GAGE'S RESEARCH TITLED: MODELING PARKINSON'S DISEASE | $700,000 | |
| SANCTUARY FOR FAMILIES | ||||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SAY YES TO EDUCATION | ||||||||
| 320 PARK AVE 21ST FL | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | SPLC IMMIGRANT JUSTICE PROJECT | $750,000 | |
| SOUTHFACE ENERGY INSTITUTE | ||||||||
| 241 PINE STREET | ATLANTA | GA | 30308 | NONE | PC | GRANTS TO GREEN REAL ESTATE PORTFOLIO | $522,000 | |
| STARELIEF AND PET ASSISTANCE INC | ||||||||
| 91 STRAWBERRY HILL AVENUE UNIT 122 | STAMFORD | CT | 06902 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| TIDES CENTER | ||||||||
| 55 EXCHANGE PLACE SUITE 402 | NEW YORK | NY | 10005 | NONE | PC | OPPORTUNITY AGENDA FOR RESEARCH AND RECOMMENDATION ON DEEP POVERTY IN PUBLIC DISCOURSE AND PUBLIC OPINION | $450,000 | |
| TIDES CENTER | ||||||||
| 55 EXCHANGE PLACE SUITE 402 | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT FOR THE OPPORTUNITY AGENDA | $500,000 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | NONE | PC | ALLIANCE FOR CITIZENSHIP (A4C) | $1,000,000 | |
| TRUSTEES OF TUFTS COLLEGE OFFICE OF RESEARCH ADMINISTRATION | ||||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | NONE | PC | CHILD OBESITY 180 PROGRAM | $1,000,000 | |
| TRUSTEES OF THE UNIV OF PENNSYLVANIA 12-102 TRANSLATIONAL RESEARCH CTR | ||||||||
| 3400 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 191046149 | NONE | PC | MITCHELL LAZAR'S RESEARCH TITLED, THE EPIGENETICS OF DIABETES | $450,000 | |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | ||||||||
| PO BOX 55766 | BOSTON | MA | 022055766 | NONE | PC | DONOR ADVISED FUND | $250,000 | |
| VIVIAN BEAUMONT THEATER INC DBA LINCOLN CENTER THEATER | ||||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | NONE | PC | OPEN STAGES EDUCATION PROGRAM | $50,000 | |
| WEILL CORNELL MEDICAL COLLEGE | ||||||||
| 525 EAST 68TH STREET BOX 99 | NEW YORK | NY | 10028 | NONE | PC | MICHAEL G. KAPLITT'S RESEARCH TITLED, P11 ACTIONS ON MOTOR AND NON-MOTOR SYMPTOMS IN PARKINSON'S DISEASE | $700,000 | |
| WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH | ||||||||
| 9 CAMBRIDGE CENTER | CAMBRIDGE | MA | 021421479 | NONE | PC | SUSAN LINDQUIST'S RESEARCH TITLED, A YEAST DISCOVERY PLATFORM FOR PARKINSON'S DISEASE GENOMICS AND DRUG DISCOVERY | $695,424 | |
| WNET | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | CYBERCHASE: MATH & THE ENVIRONMENT | $400,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 55 FIFTH AVENUE | NEW YORK | NY | 10003 | NONE | PC | IMMIGRATION JUSTICE CLINIC/ASYLUM REPRESENTATION PROJECT | $874,156 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,051,333 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| CENTER FOR REPRODUCTIVE RIGHTS INC | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10008 | NONE | PC | GENERAL OPERATING SUPPORT | $600,000 | |
| ENTERPRISE COMMUNITY PARTNERS INC | ||||||||
| 11000 BROKEN LAND PARKWAY | COLUMBIA | MD | 21044 | NONE | PC | EVALUATING THE HEALTH BENEFITS OF GREEN AFFORDABLE HOUSING | $4,358,110 | |
| NATIONAL COUNCIL OF YOUNG MEN'S CHRISTIAN ASSOCIATIONS OF THE UNITED STATES | ||||||||
| 101 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | NATIONAL SCALING AND DISSEMINATION OF THE YMCA'S DIABETES AND PREVENTION PROGRAM | $6,590,849 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVENUE SUITE 300 | WASHINGTON | DC | 20036 | NONE | PC | COMMUNICATIONS HUB FOR CIVIL LEGAL AID | $223,000 | |
| THE ASPEN INSTITUTE | ||||||||
| 1 DUPONT CIRCLE SUITE 700 | WASHINGTON | DC | 20036 | NONE | PC | ASPEN FORUM FOR COMMUNITY SOLUTIONS | $467,886 | |
| NATIONAL ACADEMY OF SCIENCES INSTITUTE OF MEDICINE | ||||||||
| KECK CENTER 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | ROUNDTABLE ON OBESITY SOLUTIONS | $300,000 | |
| SOUTHFACE ENERGY INSTITUTE | ||||||||
| 241 PINE STREET | ATLANTA | GA | 30308 | NONE | PC | GRANTS TO GREEN REAL ESTATE PORTFOLIO | $891,850 | |
| LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW | ||||||||
| 1401 NEW YORK AVENUE NW SUITE 400 | WASHINGTON | DC | 20005 | NONE | PC | VOTING RIGHTS PROJECT | $4,500,000 | |
| PUBLIC INTEREST PROJECTS INC | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | $2,500,000 FOR THE FOUR FREEDOMS FUND AND $200,000 FOR THE NATIONAL PARTNERSHIP FOR NEW AMERICANS | $2,700,000 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | NONE | PC | ALLIANCE FOR CITIZENSHIP | $1,000,000 | |
| HEALTH CARE WITHOUT HARM | ||||||||
| 12355 SUNRISE DRIVE SUITE 680 | RESTON | VA | 20191 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500,000 | |
| CENTER FOR COMMUNITY CHANGE | ||||||||
| 1536 U STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $14,500,000 | |
| INNOVATION NETWORK INC | ||||||||
| 1625 K ST NW SUITE 1050 | WASHINGTON | DC | 20006 | NONE | PC | EVALUATION OF THE CENTER FOR COMMUNITY CHANGE - JPB PROVISION OF GENERAL OPERATING SUPPORT | $1,374,542 | |
| ROCKVILLE INSTITUTE | ||||||||
| 1600 RESEARCH BOULEVARD | ROCKVILLE | MD | 208503129 | NONE | PC | HEALTHY SCHOOLS RANDOMIZED CONTROLLED TRIAL | $1,981,369 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | PUBLIC POLICY LITIGATION AND LAW PROGRAM | $6,000,000 | |
| CENTER ON BUDGET AND POLICY PRIORITIES | ||||||||
| 820 FIRST STREET NE | WASHINGTON | DC | 20002 | NONE | PC | ADVANCING EFFECTIVE STRATEGIES TO ADDRESS POVERTY IN AMERICA | $2,612,000 | |
| ELEVATE ENERGY (FORMERLY CNT ENERGY) | ||||||||
| 1741 N WESTERN AVENUE | CHICAGO | IL | 60647 | NONE | PC | NATIONAL DELIVERY NETWORK FOR ENERGY EFFICIENCY SERVICE PROVIDERS TO SERVE AFFORDABLE HOUSING | $2,710,000 | |
| NATIONAL HOUSING TRUST | ||||||||
| 1101 30TH STREET NW SUITE 100A | WASHINGTON | DC | 20007 | NONE | PC | SCALING UP EFFICIENCY IN LOW-INCOME COMMUNITIES | $570,000 | |
| ENERGY FOUNDATION | ||||||||
| 301 BATTERY STREET FIFTH FL | SAN FRANCISCO | CA | 94111 | NONE | PC | SCALING EFFICIENCY IN AFFORDABLE, MULTIFAMILY HOUSING | $3,500,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | SCALING UP EFFICIENCY IN LOW-INCOME COMMUNITIES | $2,200,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE BUILDING | CAMBRIDGE | MA | 021394307 | NONE | PC | PICOWER INSTITUTE INNOVATION FUND (PIIF) | $2,700,000 | 3-208 |
| VIVIAN BEAUMONT THEATER INC | ||||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | NONE | PC | LINCOLN CENTER THEATER'S OPEN STAGES EDUCATION PROGRAM | $100,000 | |
| ROUNDABOUT THEATRE COMPANY INC | ||||||||
| 231 WEST 39TH STREET SUITE 1200 | NEW YORK | NY | 10018 | NONE | PC | EDUCATION AT ROUNDABOUT | $100,000 | |
| NATIONAL DANCE INSTITUTE INC | ||||||||
| 217 WEST 147TH STREET | NEW YORK | NY | 10039 | NONE | PC | IN SCHOOL PROGRAM: CHILDREN, COMMUNITIES, AND EXCELLENCE | $100,000 | |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC | ||||||||
| 701 OKEECHOBEE BOULEVARD | WEST PALM BEACH | FL | 33401 | NONE | PC | STAR SERIES | $100,000 | |
| MANHATTAN THEATRE CLUB INC | ||||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | MTC'S EDUCATION PROGRAM | $100,000 | |
| THE BRIDGESPAN GROUP INC | ||||||||
| 2 COPLEY PLACE 7TH FLOOR SUITE | BOSTON | MA | 02116 | NONE | PC | JPB TOXIC STRESS CONSORTIUM PLANNING | $159,687 | 3700B |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 501 SEVENTH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | LISC RELIEF FUND | $125,000 | |
| CITY OF LONG BEACH | ||||||||
| 1 WEST CHESTER STREET | LONG BEACH | NY | 11561 | NONE | PC | CITY OF LONG BEACH HURRICANE SANDY RELIEF | $178,092 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $62,317,385 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,785,605 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,621,642 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,270,615 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OTHER INCOME | 01 | $115 | ||
| FOREIGN EXCHANGE LOSS | 01 | -$14,229 | ||
| LOSS ON DISPOSAL OF ASSET | 01 | -$2,201 | ||
| INCOME FROM PARTNERSHIP K-1S | 14 | $3,142,368 | 525990 | $194,515 |
| LESS: K-1 INCOME REFLECTED FOR NET INV INC BUT NOT FOR BOOK | 14 | -$3,142,368 | 525990 | -$194,515 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,661,547 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,661,547 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF JEFFRY M PICOWER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1410 SOUTH OCEAN BOULEVARD | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,185,300,750 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $49,594 | Amt |
| Net Investment Income | $4,959 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $44,635 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER SOFTWARE | 2011-10-12 | $39,997 | $18,766 | SL | 3.000000000000 | $13,332 | $0 |
| COMPUTER SOFTWARE | 2011-10-13 | $15,000 | $7,083 | SL | 3.000000000000 | $5,000 | $0 |
| COMPUTER SOFTWARE | 2012-01-26 | $15,000 | $2,500 | SL | 3.000000000000 | $5,000 | $0 |
| COMPUTER SOFTWARE | 2012-11-01 | $18,500 | $3,083 | SL | 3.000000000000 | $6,167 | $0 |
| OFFICE & COMPUTER | 2012-01-05 | $1,287 | $215 | SL | 3.000000000000 | $429 | $0 |
| OFFICE & COMPUTER | 2012-01-18 | $625 | $104 | SL | 3.000000000000 | $208 | $0 |
| OFFICE & COMPUTER | 2012-03-20 | $278 | $46 | SL | 3.000000000000 | $93 | $0 |
| OFFICE & COMPUTER | 2012-06-20 | $14,903 | $2,484 | SL | 3.000000000000 | $4,968 | $0 |
| OFFICE & COMPUTER | 2012-06-25 | $200 | $33 | SL | 3.000000000000 | $67 | $0 |
| OFFICE & COMPUTER | 2012-09-12 | $448 | $75 | SL | 3.000000000000 | $149 | $0 |
| OFFICE & COMPUTER | 2012-11-27 | $4,149 | $691 | SL | 3.000000000000 | $1,383 | $0 |
| COMPUTER SOFTWARE | 2013-01-01 | $10,950 | SL | 3.000000000000 | $1,825 | $0 | |
| OFFICE & COMPUTER | 2013-01-01 | $27,058 | SL | 5.000000000000 | $2,706 | $0 | |
| FURNITURE & FIXTURE | 2013-01-01 | $84,075 | SL | 7.000000000000 | $6,005 | $0 | |
| LEASEHOLD IMPROVEMENT | 2013-01-01 | $43,359 | SL | 3.000000000000 | $7,226 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| DONOR ADVISED FUNDS | FORM 990-PF, PART VII-A, LINE 12 | THE JPB FOUNDATION MADE CHARITABLE GIFTS IN YEAR ENDED 12/31/2013 TO DONOR ADVISED FUNDS. ALL CONTRIBUTIONS ARE BEING USED TO SUPPORT CHARITABLE PURPOSES. |
| NAME OF FOREIGN COUNTRY | FORM 990-PF, PART VII-A, LINE 16 | UNITED KINGDOM AND CANADA. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (32 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000,000 COMWLTH BK FLTG RT 1.19875% DUE 09-18-2015 | $1,007,805 | $1,010,868 |
| 850,000 PVTPL NATL AUSTRALIA BK LTD GLOBAL MEDIUM 2.75 09-28-2015 | $876,242 | $880,158 |
| 400,000 RIO TINTO FIN USA PLC GTD NT 1.125 DUE 03-20-2015 | $401,826 | $402,226 |
| 500,000 PVTPL XSTRATA FIN CDA LTD NT 2.85 DUE 11-10-2014 BEO | $507,100 | $506,940 |
| 1,000,000 TORONTO DOMINION BK SR MTN FLTG RT DUE 05-01-2015 | $1,000,000 | $1,000,960 |
| 1,000,000 PVTPL SOCIETE GENERALE NT 144A 2.5% DUE 01-15-2014 BEO | $1,000,705 | $1,000,460 |
| 1,000,000 TOTAL CAP 3% DUE 06-24-2015 | $1,035,520 | $1,035,812 |
| 1,000,000 ING BANK NV FLTG RT DUE 06-09-2014 | $1,004,137 | $1,005,424 |
| 1,000,000 SHELL INTL FIN B V 3.1% DUE 06-28-2015 | $1,038,413 | $1,037,783 |
| 1,000,000 PVTPL STANDARD CHARTERED PLC 5.5% DUE 11-18-2014 BEO | $1,039,306 | $1,040,380 |
| 1,000,000 AMERICAN EXPRESS CENTURION BK FRN BK NT FLTG RT 11-13-2015 REG | $1,002,643 | $1,004,518 |
| 750,000 AMERN HONDA FIN 1% DUE 08-11-2015 | $754,549 | $752,940 |
| 750,000 ANHEUSER-BUSCH .8 DUE 07-15-2015 | $751,717 | $753,733 |
| 1,000,000 AT&T INC GLOBAL NT .875 DUE 02-13-2015 | $1,001,957 | $1,002,111 |
| 1,000,000 BANK OF AMERICA CORP 1.5 09 OCT 2015 | $1,002,450 | $1,010,069 |
| 663,000 BAXTER INTL INC SR NT FLTG RATE DUE 12-11-2014 REG | $663,000 | $663,838 |
| 1,000,000 CITIGROUP INC 2.65% DUE 03-02-2015 | $1,015,976 | $1,020,282 |
| 1,000,000 COMCAST CORP NEW 5.85% DUE 11-15-2015 | $1,095,732 | $1,094,079 |
| 1,000,000 DEERE JOHN CAP CORP BOOK ENTRY TRANCHE #TR 00385 FLT RT 01-12-2015 | $1,000,000 | $1,000,680 |
| 500,000 ECOLAB INC 2.375% DUE 12-08-2014 | $507,576 | $507,829 |
| 979,000 ENTERPRISE PRODS 5.6% DUE 10-15-2014 | $1,015,430 | $1,017,315 |
| 1,000,000 GENERAL ELEC CAP CORP MEDIUM TERM NTS 2.15 DUE 01-09-2015 | $1,015,447 | $1,018,315 |
| 750,000 GOLDMAN SACHS GROUP INC NT FLT RT DUE 01-12-2015 REG | $747,941 | $749,546 |
| 1,000,000 J P MORGAN CHASE & CO MEDIUM TERM SR NTSFLTG RT DUE 10-15-2015 | $1,004,369 | $1,003,927 |
| 1,000,000 KRAFT FOODS GROUP 1.625% DUE 06-04-2015 | $1,013,886 | $1,012,701 |
| 1,000,000 PVTPL DAIMLER FIN NORTH AMER LLC GTD NT 144A 1.875% DUE 09-15-2014 | $1,007,509 | $1,008,652 |
| 1,000,000 UNITEDHEALTH GROUP 4.875% DUE 03-15-2015 | $1,049,984 | $1,050,241 |
| 1,000,000 VERIZON COMMUNICATIONS INC NT FLTG 144A DUE 03-06-2015 BEO | $1,000,000 | $998,305 |
| 1,000,000 WELLPOINT INC 1.25% DUE 09-10-2015 | $1,008,931 | $1,006,951 |
| 1,000,000 WELLS FARGO & CO 1.25% DUE 02-13-2015 | $1,006,961 | $1,008,256 |
| 4,315,051.44 MFO OPPENHEIMER SR FLOATING RATE FD CL I | $36,105,197 | $36,289,583 |
| 7,504,358.05 MFO RIDGEWORTH FDS SEIX FLTG RATE INC FDCL I | $67,500,000 | $67,989,484 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (118 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 26,500 ADR ANHEUSER BUSCH INBEV SA/NV SPONSOREDADR | $2,521,752 | $2,821,190 |
| 60,000 CENOVUS ENERGY INC COM | $1,865,491 | $1,719,000 |
| 15,000 METHANEX CORP COM STK | $682,946 | $888,600 |
| 46,750 JC DECAUX SA NPV | $1,625,508 | $1,930,642 |
| 26,800 PERNOD RICARD NPV EUR 1.55 | $3,124,833 | $3,058,096 |
| 10,100 ADR FOMENTO ECONOMICO MEXICANA SAB DE CV | $993,077 | $988,487 |
| 54,600 HEINEKEN HOLDING EUR1.6 A | $3,321,531 | $3,459,731 |
| 63,320 ADR UNILEVER N V NEW YORK SHS NEW | $2,392,587 | $2,547,364 |
| 36,355 RICHEMONT(CIE FIN) CHF1 (REGD) SER 'A' | $3,499,243 | $3,629,981 |
| 2,900 SWATCH GROUP CHF2.25(BR) | $1,727,054 | $1,922,247 |
| 61,000 ADR ABB LTD SPONSORED ADR | $1,380,650 | $1,620,160 |
| 82,500 ADR NESTLE S A SPONSORED ADR REPSTG REG SH | $5,392,992 | $6,071,175 |
| 37,900 ADR NESTLE S A SPONSORED ADR REPSTG REG SH | $2,499,602 | $2,789,061 |
| 33,700 ADR NOVARTIS AG | $2,156,584 | $2,708,806 |
| 50,000 DIAGEO ORD PLC | $1,571,434 | $1,656,250 |
| 7,000 RECKITT BENCK GRP ORD GBP0.10 | $494,278 | $555,688 |
| 67,000 SABMILLER PLC ORD USD0.10 | $3,289,366 | $3,441,141 |
| 7,000 ADR ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHS | $451,641 | $498,890 |
| 14,000 DIAGEO PLC SPONSORED ADR NEW | $1,636,949 | $1,853,880 |
| 18,000 3M CO COM | $2,070,007 | $2,524,500 |
| 34,323 ACCENTURE PLC SHS CL A NEW | $2,813,480 | $2,822,037 |
| 120,000 ACTIVISION BLIZZARD INC COM STK | $1,812,848 | $2,139,600 |
| 15,000 AETNA INC | $963,626 | $1,028,850 |
| 13,500 AMERICAN EXPRESS CO | $999,981 | $1,224,855 |
| 62,993 AMETEK INC NEW COM | $3,304,562 | $3,317,841 |
| 16,408 ANSYS INC COM | $1,427,759 | $1,430,778 |
| 28,294 AON PLC COM | $2,361,075 | $2,373,584 |
| 4,100 APPLE INC COM STK | $1,759,716 | $2,300,551 |
| 33,244 BAXTER INTL INC COM | $2,257,941 | $2,312,120 |
| 22,200 BED BATH BEYOND INC COM | $1,260,365 | $1,782,660 |
| 20,000 BED BATH BEYOND INC COM | $1,530,670 | $1,606,000 |
| 32 BERKSHIRE HATHAWAY INC DEL CL A CL A | $5,369,137 | $5,692,800 |
| 33,300 BERKSHIRE HATHAWAY INC-CL B | $3,093,828 | $3,948,048 |
| 19,000 BERKSHIRE HATHAWAY INC-CL B | $2,230,164 | $2,252,640 |
| 21,300 BOEING CO COM | $2,247,438 | $2,907,237 |
| 4,250 BROWN FORMAN CORP CL A CL A | $286,418 | $313,523 |
| 10,500 BROWN-FORMAN INC CL B NON-VTG COM | $700,742 | $793,485 |
| 38,000 CARDINAL HLTH INC | $1,890,946 | $2,538,780 |
| 35,000 CARPENTER TECH CORP COM | $1,702,672 | $2,177,000 |
| 25,300 CHUBB CORP COM | $1,951,303 | $2,444,739 |
| 26,400COCA COLA CO COM | $1,013,961 | $1,090,584 |
| 23,750 COMCAST CORP NEW CL A SPL CL A SPL | $1,001,363 | $1,184,650 |
| 69,800 COMCAST CORP NEW-CL A | $2,666,101 | $3,627,157 |
| 55,000 CONAGRA FOODS INC | $1,993,355 | $1,853,500 |
| 60,000COVANTA HLDG CORP COM | $1,244,213 | $1,065,000 |
| 75,000 CSX CORP COM | $1,834,646 | $2,157,750 |
| 13,000EBAY INC COM USD0.001 | $683,523 | $713,570 |
| 13,600EBAY INC COM USD0.001 | $707,403 | $746,504 |
| 10,600 EOG RESOURCES INC COM | $1,319,098 | $1,779,104 |
| 3,310 GOOGLE INC CL A CL A | $2,420,940 | $3,709,550 |
| 30,000 HANESBRANDS INC COM STK | $1,591,736 | $2,108,100 |
| 50,000 HCA HLDGS INC COM | $1,864,362 | $2,385,500 |
| 50,000 HERTZ GLOBAL HLDGS INC COM | $1,186,945 | $1,431,000 |
| 42,000 HILL ROM HLDGS INC COM STK | $1,456,246 | $1,736,280 |
| 68,721 HOSPIRA INC COM | $2,843,255 | $2,836,803 |
| 42,000 HYATT HOTELS CORP COM CL A COM CL A | $1,759,594 | $2,077,320 |
| 10,500 JOHNSON & JOHNSON COM USD1 | $747,770 | $961,695 |
| 42,000 JPMORGAN CHASE & CO COM | $2,309,541 | $2,456,160 |
| 20,000 KRAFT FOODS GROUP INC COM | $1,153,846 | $1,078,400 |
| 60,300 LIBERTY INTERACTIVE CORP INTERACTIVE COMSER A | $1,236,353 | $1,769,805 |
| 10,350 MARTIN MARIETTA MATLS INC COM | $1,004,297 | $1,034,379 |
| 5,250 MASTERCARD INC CL A | $3,272,866 | $4,386,165 |
| 42,000 MATTEL INC COM | $1,897,465 | $1,998,360 |
| 40,000 MICROSOFT CORP COM | $1,288,342 | $1,497,200 |
| 73,900 MICROSOFT CORP COM | $2,015,178 | $2,766,077 |
| 50,000 MONDELEZ INTL INC COM | $1,518,606 | $1,765,000 |
| 29,000 NATL FUEL GAS CO COM | $1,817,280 | $2,070,600 |
| 47,000 NIELSEN N.V | $1,596,023 | $2,156,830 |
| 16,200 OCCIDENTAL PETROLEUM CORP | $1,278,770 | $1,540,620 |
| 31,000 OMNICOM GROUP INC COM | $2,040,629 | $2,305,470 |
| 12,000 PEPSICO INC COM | $831,647 | $995,280 |
| 75,000 PFIZER INC COM | $2,164,048 | $2,297,250 |
| 13,600 PRAXAIR INC COM | $1,525,253 | $1,768,408 |
| 3,250 PROCTER & GAMBLE COM NPV | $252,330 | $264,583 |
| 22,000 PROCTER & GAMBLE COM NPV | $1,787,054 | $1,791,020 |
| 73,400 PROGRESSIVE CORP OH COM | $1,605,142 | $2,001,618 |
| 28,900 QUALCOMM INC COM | $1,844,211 | $2,145,825 |
| 24,000 RANGE RES CORP COM | $1,850,472 | $2,023,440 |
| 15,000 RAYTHEON CO USD0.01 | $1,049,054 | $1,360,500 |
| 67,557 ROBERT HALF INTL INC COM | $2,846,156 | $2,836,718 |
| 10,000 ROCKWELL AUTOMATION | $913,400 | $1,181,600 |
| 11,000 SCHEIN HENRY INC COM | $1,129,110 | $1,256,860 |
| 22,000 SCHLUMBERGER LTD COM COM | $1,711,886 | $1,982,420 |
| 17,200 SCHLUMBERGER LTD COM COM | $1,283,085 | $1,549,892 |
| 25,000 SCOTTS MIRACLE-GRO CLASS'A'COM NPV | $1,251,464 | $1,555,500 |
| 27,876 SCRIPPS NETWORKS INTERACTIVE INC CL A COM STK | $2,398,783 | $2,408,765 |
| 6,700 SCRIPPS NETWORKS INTERACTIVE INC CL A COM STK | $504,144 | $578,947 |
| 65,000 SEALED AIR CORP NEW COM STK | $1,785,222 | $2,213,250 |
| 35,000 SEAWORLD ENTMT INC COM | $1,063,537 | $1,006,950 |
| 35,500 SOUTHWESTERN ENERGY CO COM | $1,196,539 | $1,396,215 |
| 40,785 STANLEY BLACK & DECKER INC COM | $3,313,010 | $3,290,942 |
| 29,862 STARWOOD HOTELS & RESORTS WORLDWIDE INC COM STK | $2,365,453 | $2,372,536 |
| 28,287 T ROWE PRICE GROUP INC | $2,354,666 | $2,369,602 |
| 32,300 TARGET CORP COM STK | $1,931,811 | $2,043,621 |
| 18,684 TOWERS WATSON & CO CL A COM STK | $2,363,984 | $2,384,265 |
| 82,590 TRIMBLE NAV LTD COM | $2,854,657 | $2,865,873 |
| 81,007 TWENTY-FIRST CENTY FOX INC CL A CL A | $2,853,358 | $2,849,826 |
| 76,500 US BANCORP | $2,514,149 | $3,090,600 |
| 8,250 VISA INC COM CL A STK | $1,501,946 | $1,837,110 |
| 38,188 WABTEC CORP COM | $2,816,151 | $2,836,223 |
| 13,600 WAL-MART STORES INC COM | $934,229 | $1,070,184 |
| 36,089 WASTE MGMT INC DEL COM STK | $1,225,791 | $1,619,313 |
| 28,502 WATERS CORP COM | $2,859,740 | $2,850,200 |
| 78,600 WELLS FARGO & CO NEW COM STK | $3,248,100 | $3,568,440 |
| 67,000 WELLS FARGO & CO NEW COM STK | $2,336,864 | $3,041,800 |
| 14,808 WYNN RESORTS LTD COM | $2,868,277 | $2,875,862 |
| 968,683.4 MFO T ROWE PRICE INSTL EM MKT EQ FDS INC | $27,600,000 | $28,479,292 |
| 2,242,628.99 MFO DODGE & COX INTL STK FD | $82,500,000 | $96,522,752 |
| 1,377,111.21 MFO FIRST EAGLE OVERSEAS I SHARE | $31,911,969 | $32,362,113 |
| 1,053,165.36 MFO GMO TR EMERGING DOMESTIC OPPORTUNITIES FD CL II | $26,107,128 | $24,854,702 |
| 1,823,097.72 MFO HARRIS ASSOCIATED INVESTMENT TRUST OAKMARK INTL FD CL I | $47,200,000 | $47,983,932 |
| 997,650.53 MFO WELLS FARGO FDS TR FOR FUTURE ISSUESSEE EMERGING MARKETS EQ F | $22,000,000 | $21,978,241 |
| 1,921,825.07 MFO ASTON FDS FOR FUTURE ISSUES SEE 00080Y ASTON/FAIRPOINTE MID | $75,975,000 | $85,847,926 |
| 715,000 MFC ISHARES TR MSCI EMERGING MKTS INDEX FD ETF | $29,895,075 | $29,865,550 |
| 310,000 MFC ISHARES TR MSCI EAFE ETF | $19,928,170 | $20,788,600 |
| 229,000 MFC ISHARES TR RUSSELL 1000 VALUE ETF | $19,964,486 | $21,562,640 |
| 187,000 MFC ISHARES TR RUSSELL 2000 ETF | $19,962,062 | $21,562,970 |
| 464,000 ISHARES TR US REAL ESTATE ETF DOW JONES US REAL ESTATE INDEX FD | $29,944,764 | $29,273,760 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $187,057,146 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $183,830,150 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 925,527.07 CF HIGHCLERE INTERNATIONAL INVESTORS SMID FUND | FMV | $21,235,121 | $23,721,259 |
| 2,339,889.01 CF WTC CTF DIH FD | FMV | $35,269,115 | $34,021,986 |
| 26,589,606 BLACKSTONE REAL ESTATE PARTNERS VII LP | FMV | $26,589,606 | $32,147,320 |
| 2,241,929.06 WALTON STREET REAL ESTATE FUND VII | FMV | $2,241,929 | $2,352,667 |
| 10,522,984 GENERAL ATLANTIC PARTNERS 93, LP | FMV | $10,522,984 | $9,866,645 |
| 20,000 CF MANIKAY OFFSHORE LTD CL B1N SER 0113 NOT NI ELIGIBLE FD | FMV | $20,000,000 | $22,268,507 |
| 146,161.44 CF SOUTHPAW CREDIT OPPORTUNTY(FTE) LTD. CL C -NON NEW ISS SER C2 | FMV | $20,000,000 | $21,846,107 |
| 18,823.53 CF STEADFAST INTERNATIONAL LTD CLASS P SERIES 01/2013 FUND | FMV | $2,000,000 | $2,275,765 |
| 24,000 CF CONATUS CAPITAL OVERSEAS LTD CLASS A SUB CLASS 1 SERIES JAN 2013 F | FMV | $24,000,000 | $29,634,480 |
| 74,682.6 CF STEADFAST INTL LTD CL R SER 01/2013 FUND | FMV | $8,000,000 | $9,156,087 |
| 25,000,000 DARUMA GINKGO FUND LP | FMV | $25,000,000 | $33,404,777 |
| 20,000,000 YORK CREDIT OPPORTUNITIES UNIT TRUST | FMV | $20,000,000 | $21,207,160 |
| 24,000 CF FORTRESS MACRO MA 1 LTD CL MA B JANUARY 2013 FUND | FMV | $24,000,000 | $27,606,362 |
| 754.65 CF KING STR CAP CL S SER 56 FD | FMV | $68,129 | $75,371 |
| 174,174.26 CF KING STR CAP LTD CL A SER 3 FD | FMV | $24,822,375 | $27,664,063 |
| 1,094.96 CF KING STREET CAP LTD CL S SER 53 FUND | FMV | $109,496 | $130,084 |
| 18,348.31 CF TACONIC OPPORTUNITY OFFSHORE CL AA-NR-SER 1 FUND | FMV | $32,000,000 | $36,992,305 |
| 185,324.3 CF THIRD POINT OFFSHORE LTD CLASS F - 63FUND | FMV | $18,532,430 | $23,089,555 |
| 150,633.35 CF MW EUREKA CL B2 USD SHARES FUND | FMV | $20,000,000 | $21,416,748 |
| 250,000 CF DAVIDSON KEMPNER IL (BVI) CL C TRANCHE 3 01JAN 13 | FMV | $25,000,000 | $27,450,927 |
| 200,000 CF BRIDGEWATER PRIVATE INVESTORS OFFSHORE LTD CLASS A 01-13 FUND | FMV | $20,000,000 | $19,696,000 |
| 500,000 BRITISH TELECOMMUNICATIONS PLC DISC COMLPAPER 4/2 YRS 3&4 03-27-2014 | FMV | $499,089 | $499,646 |
| 1,000,000 BRITISH TELECOMMUNICATIONS PLC DISC COMLPAPER 4/2 YRS 3&4 CPN 03-1 | FMV | $998,440 | $999,465 |
| 1,425,000 CREDIT AGRICOLE NORTH AMER INC DISC COMLPAPER 3/A3 YRS 3&4 CPN 04- | FMV | $1,423,667 | $1,424,249 |
| 1,500,000 DEUTSCHE BK FINL LLC DISC COML PAPER 3/A2 AG N Y BRH YRS 3&4 CP | FMV | $1,498,988 | $1,499,213 |
| 1,000,000 RECKITT BENCKISER TREAS SVCS PLC DISC COML PAPER CPN 04-17-2014 | FMV | $998,801 | $999,417 |
| 490,000 SABMILLER HLDGS INC CPN 01-17-2014 | FMV | $489,940 | $489,951 |
| 2,000,000 SKANDINAVISKA ENSKILDA BANKEN AB DISC COML PAPER 4/2 YRS 3&4 CPN 0 | FMV | $1,998,717 | $1,999,169 |
| 866,000 VALSPAR CORP DISC COML PAPER 4/2 YRS 3&401-24-2014 | FMV | $865,844 | $865,871 |
| 525,000 VIRGINIA ELEC & PWR CO DISC COML PAPER 3/A3 YRS 3&4 01-21-2014 | FMV | $524,883 | $524,933 |
| 750,000 VODAFONE GROUP PLC DISC CPN 01-02-2014 | FMV | $749,975 | $749,992 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER SOFTWARE | $39,997 | $32,098 | $7,899 |
| COMPUTER SOFTWARE | $15,000 | $12,083 | $2,917 |
| COMPUTER SOFTWARE | $15,000 | $7,500 | $7,500 |
| COMPUTER SOFTWARE | $18,500 | $9,250 | $9,250 |
| OFFICE & COMPUTER | $1,287 | $644 | $643 |
| OFFICE & COMPUTER | $625 | $312 | $313 |
| OFFICE & COMPUTER | $278 | $139 | $139 |
| OFFICE & COMPUTER | $14,903 | $7,452 | $7,451 |
| OFFICE & COMPUTER | $200 | $100 | $100 |
| OFFICE & COMPUTER | $448 | $224 | $224 |
| OFFICE & COMPUTER | $4,149 | $2,074 | $2,075 |
| COMPUTER SOFTWARE | $10,950 | $1,825 | $9,125 |
| OFFICE & COMPUTER | $27,058 | $2,706 | $24,352 |
| FURNITURE & FIXTURE | $84,075 | $6,005 | $78,070 |
| LEASEHOLD IMPROVEMENT | $43,359 | $7,226 | $36,133 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $92,430 | LegalFeesAmt |
| Net Investment Income | $75,551 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,879 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MAPS | $159,600 | $159,600 | $159,600 |
| RUGS AND CARPETS | $145,000 | $145,000 | $145,000 |
| EUROPEAN FURNITURE & DECORATIVE OBJECTS | $20,000 | $20,000 | $20,000 |
| FSA SECURITY DEPOSIT | $1,100 | $1,100 | $1,100 |
| DUE FROM BROKER | $23,079,955 | $23,079,955 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $27 | $27 | $0 |
| COMPUTER EXPENSE | $101,495 | $42,291 | $59,204 |
| DUES & SUBSCRIPTION | $29,103 | $1,840 | $27,263 |
| INSURANCE | $49,024 | $0 | $49,024 |
| MAINTENANCE & REPAIR | $37,205 | $3,721 | $33,484 |
| OFFICE EXPENSE | $33,429 | $0 | $33,429 |
| OTHER EXPENSES | $15,604 | $0 | $15,604 |
| PAYROLL SERVICES | $4,048 | $2,500 | $1,548 |
| SUPPLIES | $21,734 | $2,173 | $19,561 |
| TELEPHONE | $22,184 | $2,218 | $19,966 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $115 | $115 | $115 |
| FOREIGN EXCHANGE LOSS | -$14,229 | -$14,229 | -$14,229 |
| LOSS ON DISPOSAL OF ASSET | -$2,201 | -$2,201 | |
| INCOME FROM PARTNERSHIP K-1S | $3,336,883 | $3,142,368 | $3,336,883 |
| LESS: K-1 INCOME REFLECTED FOR NET INV INC BUT NOT FOR BOOK | -$3,336,883 | -$3,336,883 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $157,228 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT & ADVISORY FEES | $2,325,943 | $2,325,943 | $0 |
| OTHER PROFESSIONAL FEES | $2,366,364 | $324,929 | $2,041,435 |
| CONSULTING EXPENSES | $583,333 | $583,333 | $0 |
| CUSTODY FEES | $110,074 | $110,074 | $0 |
| PERFORMANCE FEES | $67,817 | $67,817 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,450,000 | $0 | $0 |
| STATE TAXES | $225 | $0 | $0 |
| FOREIGN TAX PAID | $63,008 | $63,008 | $0 |
| PAYROLL TAXES | $161,106 | $99,504 | $61,602 |
| PRIVATE FUND TAX WITHHOLDING | $7,171 | $7,171 | $0 |