THE TEAGLE FOUNDATION INCORPORATED: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE TEAGLE FOUNDATION INCORPORATED (EIN 20-1370387)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-01-15
- IRS object ID
- 202640159349100204
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-15T12:26:55-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 Hamilton Avenue 11th floor | AddressLine1Txt |
| City | White Plains | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201370387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TEAGLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEAG | BusinessNameControlTxt |
| Phone | 2123731972 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVENUE 38TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN MARIE BUCKLEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2123731972 | PhoneNum |
| Signature | 2026-01-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Preparation | 2026-01-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $169,874,160 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $272,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,059,266 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,658,480 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,849,070 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $116,113,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,849,070 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,180,836 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,507,550 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $688,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $220,350 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $468,150 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $562,041 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $582,916 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $350,779 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $61,245 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $292,508 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $128,355 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $122,195 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $157,164 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $125,934 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,408,174 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,192,946 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $224,746 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $893,747 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,860 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,079 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $321,302 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $59,184 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $242,418 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $542,294 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,956 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $471,936 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,016 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $509 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,187 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $244,285 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,618 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $229,036 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,305,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,576,887 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,762,026 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,831,765 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,564,349 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,137,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,576,887 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,326,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,043,554 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,930,663 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,296,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,711,444 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,711,444 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $657,896 | AcctRcvblAmt |
| Acct Rcvbl BOY | $853,291 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $657,896 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $657,896 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $108,538 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $178,599 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $178,599 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $23,639,628 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $57,646,938 | CorporateStockBOYAmt |
| Corporate Stock EOY | $81,812,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $81,812,091 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,913 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,017,821 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,017,821 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $72,037,515 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $57,882,296 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,882,296 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $517,924 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $417,863 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $94,635 | LandBOYAmt |
| Land EOY | $100,061 | LandEOYAmt |
| Land EOYFMV | $100,061 | LandEOYFMVAmt |
| Other Assets BOY | $2,692,629 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,513,952 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,513,952 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $165,384,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $169,874,160 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $169,874,160 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $126,268 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $225,640 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,784,272 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,175,413 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $3,487,722 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,111,846 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,398,262 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,512,899 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $155,985,788 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $160,361,261 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $155,985,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $160,361,261 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $165,384,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $169,874,160 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $155,985,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,043,554 | ExcessRevenueOverExpensesAmt |
| Other Increases | $126,296 | OtherIncreasesAmt |
| Subtotal | $173,155,638 | SubtotalAmt |
| Other Decreases | $12,794,377 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $160,361,261 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| 01 Advisors 01, L.P. | P | $8,413 | $8,413 | $8,413 | |
| 01 Advisors 02, L.P. | P | $1,603 | $1,603 | $1,603 | |
| Alpine VII-A, LP | P | -$140,133 | -$140,133 | $140,133 | |
| Anatole Partners Enhanced LTD | P | $1,755,720 | -$161,777 | -$161,777 | $1,917,497 |
| Biotechnology Value Fund II, L.P. | P | $382,132 | $382,132 | $382,132 | |
| Boldstart Opportunities V | P | -$2,491 | -$2,491 | $2,491 | |
| Boldstart Opportunities VI | P | -$693 | -$693 | $693 | |
| Defy Partners II, LP | P | -$27,431 | -$27,431 | $27,431 | |
| Denham Mining Fund LP | P | -$13,670 | -$13,670 | $13,670 | |
| ExxonMobil Corporation | P | $920,689 | $887,425 | $887,425 | $33,264 |
| Fairmount Healthcare Fund II, LP | P | $1,024,604 | $1,024,604 | $1,024,604 | |
| Flexpoint Fund IV | P | $47 | $47 | $47 | |
| Fuel Capital III, LP | P | -$6,985 | -$6,985 | $6,985 | |
| GSV Ventures Fund I, LP | P | -$10,129 | -$10,129 | $10,129 | |
| HarbourVest V-Direct Partnership Fund L.P. | P | $10,335 | -$188,035 | -$188,035 | $198,370 |
| HarbourVest V-Partnership Fund L.P. | P | $10,044 | -$496,337 | -$496,337 | $506,381 |
| Industrial Growth Partners V, L.P. | P | $62,669 | $62,669 | $62,669 | |
| Insolve Global Credit Feeder Fund III L.P. | P | $48,481 | $48,481 | $48,481 | |
| Insolve Global Credit Feeder Fund IV, L.P. | P | -$61,947 | -$61,947 | $61,947 | |
| Insolve Global Credit Feeder Fund V, L.P. | P | -$164,209 | -$164,209 | $164,209 | |
| ISHARES Core Bond Aggregate ETF | P | $24,730,042 | $601,462 | $601,462 | $24,128,580 |
| JPMorgan Money Market | P | $611 | $611 | $611 | |
| Keystone Capital | P | $344,457 | $344,457 | $344,457 | |
| Knightsbridge Venture Capital VI LP | P | $2,049 | $2,049 | $2,049 | |
| Lion Capital Fund II | P | $54 | $54 | $54 | |
| Luminate Capital Partners II | P | $29,072 | $29,072 | $29,072 | |
| Maverick Lien Fund V LP | P | $18,515 | $18,515 | $18,515 | |
| MCR Hospitality Fund LP | P | $3,584 | $3,584 | $3,584 | |
| Park Presidio Capital Offshore Fund, Ltd. | P | $885,467 | $885,467 | $885,467 | |
| Parvus European Opportunities Fund | P | $7,318,859 | $7,318,859 | $7,318,859 | |
| Pearl Energy Investments, II, L.P. | P | $14,172 | $14,172 | $14,172 | |
| Publicly Traded Securities | P | $15,386,536 | -$192,565 | -$192,565 | $15,579,101 |
| RA Capital Healthcare International Fund Ltd. | P | $689,629 | $301,758 | $301,758 | $387,871 |
| SCGE Offshore Fund, LP | P | $603,701 | $16,201 | $16,201 | $587,500 |
| Siguler Guff Brazil Special Situations Fund, LP I | P | $23,108 | $23,108 | $23,108 | |
| Siguler Guff Brazil Special Situations Fund, LP II | P | $1,803 | $1,803 | $1,803 | |
| Sycamore Partners III-A, LP | P | $5,328 | $5,328 | $5,328 | |
| SYN Ventures Fund I LP | P | $22,733 | $22,733 | $22,733 | |
| SYN Ventures Fund II LP | P | -$5,698 | -$5,698 | $5,698 | |
| Ten Eleven Fund III, L.P. | P | $6,456 | $6,456 | $6,456 | |
| Tiger Global Long Opportunities, Ltd. | P | $2,165,851 | -$708,333 | -$708,333 | $2,874,184 |
| Tiger Global Private Investment Partners X, L.P. | P | $14,625 | $14,625 | $14,625 | |
| Tiger Global Private Investment Partners XI, L.P. | P | $14,767 | $14,767 | $14,767 | |
| Tiger Global Private Investment Partners XII, L.P. | P | $23,831 | $23,831 | $23,831 | |
| Tiger Global Private Investment Partners XIV, L.P. | P | -$4,184 | -$4,184 | $4,184 | |
| Vanguard S&P 500 ETF | P | $25,263,596 | $9,802,459 | $9,802,459 | $15,461,137 |
| Vanguard Total World Stock ETF | P | $34,319,865 | $5,174,600 | $5,174,600 | $29,145,265 |
| Whale Rock Flagship Fund Ltd. | P | -$67 | -$67 | $67 | |
| Will Ventures Fund II, L.P. | P | -$6,716 | -$6,716 | $6,716 | |
| Zhen Partners Fund VII, L.P. | P | -$875 | -$875 | $875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,849,070 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $360,436 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $360,436 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $360,436 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,101 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $451,899 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $500,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12,454 | EsPenaltyAmt |
| Overpayment | $127,110 | OverpaymentAmt |
| Applied To ES Tax | $127,110 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TEAGLEFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123731972 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVENUE 38TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GREGORY BROWN | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH S BOYLAN | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | CHAIR | 1.00 | $0 | $0 | $0 |
| ANN-MARIE BUCKLEY | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | CFO/TREASURER/SECRETARY | 40.00 | $275,500 | $55,573 | $0 |
| ANDREW DELBANCO | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | PRESIDENT | 40.00 | $413,000 | $61,648 | $0 |
| W SCOTT ESSEX | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC O FORNELL | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY DANA HINTON | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROOSEVELT MONTAS | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEVIN W MURPHY | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELSA M NUNEZ | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GRANT A PORTER | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN ROSENBERG | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SASKIA LEVY THOMPSON | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHERYL HILLIARD TUCKER | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LONI BORDOLOI PAZICH | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | PROGRAM DIRECTOR | 40.00 | $188,750 | $68,302 | $0 |
| TAMARA MANN TWEEL | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | PROGRAM DIRECTOR | 40.00 | $188,750 | $32,685 | $0 |
| GWEN ROBBINS | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | PROGRAM ASSOCIATE | 40.00 | $101,000 | $30,261 | $0 |
| ANNIE W BEZBATCHENKO | ||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | SENIOR PROGRAM OFFIC | 40.00 | $73,541 | $19,761 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS & CO | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT ADVISORY | $258,057 |
| EDGEHILL ENDOWMENT PARTNERS | |||||
| 195 CHURCH STREET | NEW HAVEN | CT | 06510 | INVESTMENT ADVISORY | $121,468 |
| FAIRMOUNT HEALTHCARE FUND | |||||
| 2001 MARKET STREET | PHILADELPHIA | PA | 19103 | INVESTMENT ADVISORY | $103,609 |
| YOUR PART TIME CONTROLLER LLC | |||||
| 150 WALNUT STREET | PHILADELPHIA | PA | 19102 | ACCCOUNTING | $100,821 |
| BIOTECHNOLOGY VALUE FUND II LP | |||||
| TWO PORTLAND SQUARE | PORTLAND | ME | 04101 | INVESTMENT ADVISORY | $61,214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MEETINGS, COMMUNICATIONS & PROGRAM CONSULTANTS | Description1Txt |
| Expenses1 | $673,636 | Expenses1Amt |
| Description2 | EXXON SCHOLARSHIP MGT. EXP. | Description2Txt |
| Expenses2 | $41,200 | Expenses2Amt |
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 | $163,293,009 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,322,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $918,043 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $165,533,391 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $165,533,391 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,483,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $163,050,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,152,520 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,152,520 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $360,436 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $453,680 | IncomeTaxAmt |
| Total Tax | $814,116 | TotalTaxAmt |
| Distributable Before Adj | $7,338,404 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $73,728 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,412,132 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,412,132 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,326,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $9,085 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $11,335,460 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,412,132 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,653,048 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,653,048 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,335,460 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,412,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,923,328 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,576,376 | 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 | $5,576,376 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,653,048 | ExcessFromYear1Amt |
| Excess From Current Year | $3,923,328 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Alpha-1 Foundation | |||||||
| 3300 Ponce de Leon Boulevard | Coral Gables | FL | 33134 | PC | General Support | $750 | |
| American Association of Colleges & Universities | |||||||
| 1818 R Street NW | Washington | DC | 20009 | PC | Cornerstone: Learning for Living initiative | $65,000 | |
| American Historical Association | |||||||
| PO Box 347214 | Pittsburgh | PA | 152514214 | PC | General Support | $6,000 | |
| Americans for Oxford | |||||||
| 500 Fifth Ave 32 Floor | New York | NY | 10110 | PC | General Support | $15,000 | |
| Anne Arundel Community College FDN | |||||||
| 101 College Pkwy | Arnold | MD | 21012 | PC | Cornerstone: Learning for Living initiative | $80,000 | |
| Arthritis Foundation | |||||||
| 1355 Peachtree St NE Suite 600 | Atlanta | GA | 30309 | PC | General Support | $1,606 | |
| Association for Core Texts and Courses | |||||||
| 1501 Mercer University Dr | Macon | GA | 31207 | PC | General Support | $3,500 | |
| Association for Core Texts and Courses | |||||||
| 1501 Mercer University Dr | Macon | GA | 31207 | PC | General Support | $2,000 | |
| Augustana College | |||||||
| 639 38TH Street | Rock Island | IL | 61201 | PC | Cornerstone: Learning for Living initiative | $130,260 | |
| Bard College | |||||||
| 30 Campus Road PO Box 5000 | AnnandaleonHudson | NY | 12504 | PC | Endowment Gift | $1,000,000 | |
| Barnard College | |||||||
| 3009 Broadway | New York | NY | 10027 | PC | General Support | $40,000 | |
| Baruch College | |||||||
| One Bernard Baruch Way Box A1603 | New York | NY | 10010 | PC | Cornerstone: Learning for Living initiative | $50,000 | |
| Baylor University | |||||||
| One Bear Place 97096 | Waco | TX | 76798 | PC | Knowledge for Freedom initiative | $25,000 | |
| Big Brothers Big Sisters Central Ohio | |||||||
| 1855 E Dublin Granville Rd | Clolumbus | OH | 43229 | PC | General Support | $250 | |
| Biola University Inc | |||||||
| 13800 Biola Avenue | La Mirada | CA | 90639 | PC | Knowledge for Freedom initiative | $98,000 | |
| BridgeUSA Group | |||||||
| 338 Spear Street Unit 7E | San Francisco | CA | 94105 | PC | General Support | $50,000 | |
| Bridgewater College | |||||||
| 402 East College Street | Bridgewater | VA | 228121599 | PC | Knowledge for Freedom initiative | $100,000 | |
| Broad Street Presbyterian Church | |||||||
| 760 E Broad Street | Columbus | OH | 43205 | PC | General Support | $1,000 | |
| Brooklyn Conservatory of Music | |||||||
| 58 Seventh Avenue | Brooklyn | NY | 11217 | PC | General Support | $4,500 | |
| California Maritime Academy FDN Inc | |||||||
| 200 Maritime Acedemy Dr | Vallejo | CA | 94590 | PC | Cornerstone: Learning for Living initiative | $245,000 | |
| Chijnaya Foundation Inc | |||||||
| 1717 E Vista Chino Rd Suite A7-488 | Palm Springs | CA | 92262 | PC | General Support | $1,000 | |
| Clark Atlanta University | |||||||
| 223 James P Brawley Drive SW | Atlanta | GA | 30314 | PC | Cornerstone: Learning for Living initiative | $84,375 | |
| Clemente Course in the Humanities Inc | |||||||
| PO Box 532 | Rosendale | NY | 12472 | PC | General Support | $5,000 | |
| Clemson University | |||||||
| 391 College Ave Suite 301 | Clemson | SC | 29634 | PC | Cornerstone: Learning for Living initiative | $116,250 | |
| Cooper Union for the Advancement of Science and Art | |||||||
| 30 Cooper Sq Fl 2 | New York | NY | 10003 | PC | Cornerstone: Learning for Living initiative | $122,500 | |
| Cornell University | |||||||
| 130 E Seneca St Ste 400 | Ithaca | NY | 14850 | PC | General Support | $5,000 | |
| Cornell University | |||||||
| 130 E Seneca St Ste 400 | Ithaca | NY | 14850 | PC | General Support | $30,000 | |
| Council of Independent Colleges | |||||||
| One Dupont Cir NW | Washington | DC | 20036 | PC | General Support | $10,000 | |
| Council of Independent Colleges | |||||||
| One Dupont Cir NW | Washington | DC | 20036 | PC | Transfer Pathways to the Liberal Arts initiative | $16,000 | |
| Council on Foundations | |||||||
| PO Box 75661 | Baltimore | MD | 212755661 | PC | Annual Support | $10,000 | |
| Dickinson College | |||||||
| PO Box 1773 | Carlisle | PA | 170132896 | PC | Knowledge for Freedom initiative | $41,000 | |
| Drexel University | |||||||
| 3141 Chestnut Street Suite 103 | Philadelphia | PA | 19104 | PC | Education for American Civic Life initiative | $128,000 | |
| East Carolina Univ FDN INC | |||||||
| 2200 Charles Blvd 1100 | Greenville | NC | 27858 | PC | Cornerstone: Learning for Living initiative | $25,000 | |
| East Harlem Tutorial Program | |||||||
| 2050 Second Avenue | New York | NY | 10029 | PC | General Support | $5,000 | |
| Emory University | |||||||
| 201 Dowman Drive 404 Administration | Atlanta | GA | 30322 | PC | Cornerstone: Learning for Living initiative | $94,000 | Bldg |
| Erie Community College Foundation Inc | |||||||
| 6205 Main Street Room G154 | Williamsville | NY | 14221 | PC | Cornerstone: Learning for Living initiative | $68,000 | |
| Fordham University | |||||||
| 45 Columbus Ave Fl 8 | New York | NY | 10023 | PC | Knowledge for Freedom initiative | $79,000 | |
| Foundation for California Community Colleges | |||||||
| 1102 Q Street Suite 4800 | Sacramento | CA | 95811 | PC | Special Project: 2024 INSPIRE Convening | $25,000 | |
| Foundation for City College | |||||||
| 160 Convent Avenue Shepard Hall rm | NEW YORK | NY | 10031 | PC | Education for American Civic Life initiative | $100,000 | 154 |
| Foundation of the University of North Carolina at Wilmington Inc | |||||||
| 601 S College Road | Wilimington | NC | 284035905 | PC | Education for American Civic Life initiative | $110,000 | |
| Friends of Hudson River Park Inc | |||||||
| 305 7th Avenue 12th Floor | New York | NY | 10001 | PC | General Support | $2,000 | |
| Friends of the Cornell Lab of Ornithology Inc | |||||||
| 159 Sapsucker Woods Rd | Ithaca | NY | 14850 | PC | General Support | $500 | |
| Georgetown University | |||||||
| 37th and O Streets NW | Washington | DC | 20058 | PC | Cornerstone: Learning for Living initiative | $25,000 | |
| Global Empowerment Mission | |||||||
| 1850 NW 84th Avenue Suite 100 | Doral | FL | 33126 | PC | General Support | $750 | |
| Gulf Coast Community Foundation | |||||||
| 601 Tamiami Trail South | Venice | FL | 34285 | PC | General Support | $15,000 | |
| Hollins University Corp | |||||||
| 7916 Williamson Road | Roanoke | VA | 24020 | PC | Knowledge for Freedom initiative | $80,000 | |
| Hollins University Corp | |||||||
| 7916 Williamson Road | Roanoke | VA | 24020 | PC | General Support | $7,650 | |
| Hoshyar Foundation | |||||||
| PO Box 28502 | Austin | TX | 78755 | PC | General Support | $5,000 | |
| Houston Community College Foundation | |||||||
| 3100 Main Street Suite 12B12 MC | Houston | TX | 77002 | PC | Cornerstone: Learning for Living initiative | $95,000 | 1148 |
| Howard University | |||||||
| 2400 Sixth Street NW | Washington | DC | 20059 | PC | Cornerstone: Learning for Living initiative | $107,500 | |
| International Scholarship & Tuition | |||||||
| 40 Burton Hills Boulevard Suite 170 | Nashville | TN | 37215 | PC | Scholarship Program | $608,000 | |
| Iowa Independent Higher Education Research Foundation | |||||||
| 3775 EP True Parkway 253 | West Des Moines | IA | 50265 | PC | Transfer Pathways to the Liberal Arts initiative | $56,000 | |
| Jack Miller Center for Teaching Am's Founding Principles and History | |||||||
| 3 Bala Plaza West Suite 401 | Bala Cynwyd | PA | 19004 | PC | Cornerstone: Learning for Living initiative | $78,000 | |
| Jack Miller Center for Teaching Am's Founding Principles and History | |||||||
| 3 Bala Plaza West Suite 401 | Bala Cynwyd | PA | 19004 | PC | Education for American Civic Life initiative | $25,000 | |
| Kennesaw State University | |||||||
| 1000 Chastain Road | Kennesaw | GA | 30144 | PC | Knowledge for Freedom initiative | $85,000 | |
| Kent State University Foundation Inc | |||||||
| 350 South Lincoln Street PO Box | Kent | OH | 44242 | PC | Knowledge for Freedom initiative | $83,333 | 5190 |
| Ladies Who Hoop Inc | |||||||
| 711 Amsterdam Avenue | New York | NY | 10025 | PC | General Support | $1,100 | |
| Loyola University of Chicago | |||||||
| 820 N Michigan Avenue | Chicago | IL | 60611 | PC | Knowledge for Freedom initiative | $100,000 | |
| Luria Academy of Brooklyn | |||||||
| 238 St Marks Ave | Brooklyn | NY | 11238 | PC | General Support | $2,500 | |
| Lyon College | |||||||
| 2300 Highland Road | Batesville | AR | 725013629 | PC | Cornerstone: Learning for Living initiative | $127,500 | |
| Marshall University Research Corporation | |||||||
| One John Marshall Drive | Huntington | WV | 25755 | PC | Cornerstone: Learning for Living initiative | $90,000 | |
| Mercer County Community College | |||||||
| 1200 Old Trenton Road | West Windsor | NJ | 08550 | PC | Cornerstone: Learning for Living initiative | $25,000 | |
| Minnesota Humanities Center | |||||||
| 987 Ivy Ave E | St Paul | MN | 55106 | PC | Education for American Civic Life initiative | $125,000 | |
| Montclair State University | |||||||
| 1 Normal Ave | Montclair | NJ | 07043 | PC | General Support | $2,500 | |
| Naam-Ghar Association of America | |||||||
| 8 Slack Court | Bridgewater | NJ | 08807 | PC | General Support | $100 | |
| National Humanities Alliance Foundation | |||||||
| 1101 Connecticut Ave NW Suite 450 | Washington | DC | 20036 | PC | General Support | $10,000 | |
| National Philanthropic Trust | |||||||
| 165 Township Line Road 1200 | Jenkintown | PA | 19046 | PC | General Support | $15,000 | |
| Nature Conservancy | |||||||
| PO Box 1556 | Merrifield | VA | 22116 | PC | General Support | $500 | |
| New England Board of Higher Education | |||||||
| 45 Temple Place | Boston | MA | 02111 | PC | Transfer Pathways to the Liberal Arts initiative | $143,000 | |
| New World Foundation | |||||||
| 627 West End Avenue | New York | NY | 10024 | PC | Special Project : Anchor Fellows | $5,000 | |
| New York Public Radio | |||||||
| 160 Varick Street | New York | NY | 10013 | PC | General Support | $4,500 | |
| New Yorkers United for Child Care | |||||||
| 121 Avenue of the Americas 6th | New YOrk | NY | 10013 | PC | General Support | $1,000 | Floor |
| Norfolk State University | |||||||
| 700 Park Avenue | Norfolk | VA | 23504 | PC | Cornerstone: Learning for Living initiative | $28,125 | |
| North Carolina Independent Colleges and Universities | |||||||
| 530 N Blount Street | Raleigh | NC | 276041120 | PC | Transfer Pathways to the Liberal Arts initiative | $175,000 | |
| North Carolina Independent Colleges and Universities | |||||||
| 530 N Blount Street | Raleigh | NC | 276041120 | PC | Disaster relief | $50,000 | |
| North Carolina State University | |||||||
| Office of Contracts and Grants | Raleigh | NC | 776957214 | PC | Cornerstone: Learning for Living initiative | $175,000 | |
| North Central College | |||||||
| 30 N Brainard Street | Naperville | IL | 60540 | PC | Knowledge for Freedom initiative | $100,000 | |
| Northern Kentucky University | |||||||
| AC 235 Nunn Drive | Highland Heights | KY | 41099 | PC | Cornerstone: Learning for Living initiative | $125,000 | |
| Nova Southeastern University | |||||||
| 3301 College Avenue | Ft Lauderdale | FL | 33314 | PC | Knowledge for Freedom initiative | $100,000 | |
| Ohio Humanities Council | |||||||
| 541 W Rich Street | Columbus | OH | 43209 | PC | General Support | $1,250 | |
| Ohio Humanities Council | |||||||
| 541 W Rich Street | Columbus | OH | 43209 | PC | General Support | $25,000 | |
| Pace University | |||||||
| One Pace Plaza | New York | NY | 100381598 | PC | Civics in the City initiative | $124,000 | |
| PACE-Philanthropy for Active Civic Engagement | |||||||
| 611 Pennsylvania Ave SE Box 372 | Washington | DC | 20003 | PC | Annual Support | $6,500 | |
| Parkinson's Foundation Inc | |||||||
| 1359 Broadway Suite 1509 | New York | NY | 10018 | PC | General Support | $1,000 | |
| Pelotonia | |||||||
| 450 W Broad Street | Columbus | OH | 43215 | PC | General Support | $700 | |
| Pepperdine University | |||||||
| 24255 Pacific Coast Highway | Malibu | CA | 90263 | PC | Cornerstone: Learning for Living initiative | $50,000 | |
| Philanthropy New York | |||||||
| 320 East43rd Street | New York | NY | 10017 | PC | Annual Support | $14,350 | |
| Philosophy Learning and Teaching Organization | |||||||
| 3518 Fremont Avenue North 353 | Seattle | WA | 98103 | PC | General Support | $3,000 | |
| Portland State University Foundation | |||||||
| PO Box 243 | Portland | OR | 972070243 | PC | Knowledge for Freedom initiative | $51,000 | |
| Purdue Research Foundation | |||||||
| 403 West Wood Street | West Lafayette | IN | 47907 | PC | General Support | $50,000 | |
| Queens Community House | |||||||
| 108-25 62nd Drive | Forest Hills | NY | 11375 | PC | Knowledge for Freedom initiative | $82,000 | |
| Research Foundation for SUNY | |||||||
| PO Box 9 | Albany | NY | 12201 | PC | Cornerstone: Learning for Living initiative | $25,000 | |
| Rhodes College | |||||||
| 2000 N Parkway | Memphis | TN | 38112 | PC | Cornerstone: Learning for Living initiative | $25,000 | |
| Rose State College | |||||||
| 6420 Southeast 15th Street | Midwest City | OK | 73110 | PC | Cornerstone: Learning for Living initiative | $25,000 | |
| Rutgers University Foundation | |||||||
| 335 George Street Liberty Plaza | New Brunswick | NJ | 08901 | PC | General Support | $2,500 | Suite 4000 |
| Seminole State College | |||||||
| 2701 Boren Boulevard | Seminole | OK | 74818 | PC | Cornerstone: Learning for Living initiative | $25,000 | |
| Sonoma State University | |||||||
| 1801 East Cotati Avenue | Rohnert Park | CA | 949283609 | PC | Cornerstone: Learning for Living initiative | $87,500 | |
| South Dakota Symphony Orchestra | |||||||
| 301 S Main Avenue | Sioux Falls | SD | 57104 | PC | Special Project : Arts Education - A New Approach | $10,000 | |
| St Joseph's University New York | |||||||
| 245 Clinton Avenue | Brooklyn | NY | 11205 | PC | Knowledge for Freedom initiative | $85,000 | |
| Taft School Corporation | |||||||
| 110 Woodbury Road | Watertown | CT | 06795 | PC | General Support | $115,000 | |
| Texas A&M University System | |||||||
| 400 Harvey Mitchell Parkway S Suite | College Station | TX | 77845 | PC | Cornerstone: Learning for Living initiative | $131,250 | 300 |
| The Catherine Project Inc | |||||||
| 2631 Housley Rd 1006 | Annapolis | MD | 21401 | PC | General Support | $2,000 | |
| The Great Questions Foundation | |||||||
| 3312 Touchstone Street | Austin | TX | 78723 | PC | Cornerstone: Learning for Living initiative | $50,000 | |
| The Pennsylvania State University | |||||||
| 227 W Beaver Avenue Suite 401 | State College | PA | 16801 | PC | Cornerstone: Learning for Living initiative | $35,000 | |
| The Reading Team | |||||||
| PO Box 3510 | New York | NY | 10027 | PC | General Support | $5,000 | |
| The Regents of the Univ of California | |||||||
| 1156 High St | Santa Cruz | CA | 95064 | PC | Cornerstone: Learning for Living initiative | $25,000 | |
| The Waynesburg University | |||||||
| 51 W College St | Waynesburg | PA | 15370 | PC | Knowledge for Freedom initiative | $74,000 | |
| Timothy M Draper Center for Dance Education | |||||||
| 1326 University Avenue | Rochester | NY | 14607 | PC | General Support | $1,000 | |
| Transylvania University | |||||||
| 300 North Broadway | Lexington | KY | 40508 | PC | Cornerstone: Learning for Living initiative | $125,000 | |
| Trinity Washington University | |||||||
| 125 Michigan Avenue NE | Washington | DC | 20017 | PC | Cornerstone: Learning for Living initiative | $122,000 | |
| Trustees of Columbia University | |||||||
| 304 Earl Hall MC 2025 | New York | NY | 10027 | PC | General Support | $10,500 | |
| Trustees of Columbia University | |||||||
| 304 Earl Hall MC 2025 | New York | NY | 10027 | PC | Special Project : Fellowship program | $50,000 | |
| Trustees of Columbia University | |||||||
| 304 Earl Hall MC 2025 | New York | NY | 10027 | PC | General Support | $1,500 | |
| Trustees of Princeton University | |||||||
| 36 University Place | Princeton | NJ | 08544 | PC | Knowledge for Freedom initiative | $76,000 | |
| Trustees of the Smith College | |||||||
| 33 Elm Street | Northampton | MA | 01063 | PC | Knowledge for Freedom initiative | $25,000 | |
| Tulsa Community College | |||||||
| 909 S Boston Avenue | Tulsa | OK | 74119 | PC | Cornerstone: Learning for Living initiative | $50,000 | |
| United Jewish Appeal Federation of Jewish Philanthopies of NY Inc | |||||||
| 130 East 59th Street | New York | NY | 10022 | PC | General Support | $750 | |
| University of Dallas | |||||||
| 1845 E Northgate Drive | Irving | TX | 75062 | PC | Knowledge for Freedom initiative | $82,000 | |
| University of Massachusetts Amherst | |||||||
| 100 Venture Way Suite 201 | Hadley | MA | 010359462 | PC | Cornerstone: Learning for Living initiative | $150,000 | |
| University of Massachusetts Foundation Inc | |||||||
| 100 Carlson Avenue Bldg 12 | Newton | MA | 02459 | PC | Knowledge for Freedom initiative | $83,000 | |
| University of Mississippi Foundation | |||||||
| 406 University Avenue | Oxford | MS | 38655 | PC | Knowledge for Freedom initiative | $100,000 | |
| University of Montana Foundation | |||||||
| PO Box 7159 | Missoula | MT | 59807 | PC | Cornerstone: Learning for Living initiative | $25,000 | |
| University of North Dakota | |||||||
| 264 Centennial Drive Stop 7306 | Grand Forks | ND | 582027306 | PC | Cornerstone: Learning for Living initiative | $77,000 | |
| University of Rhode Island Foundation & Alumni Engagement | |||||||
| 79 Upper College Road | Kingston | RI | 02881 | PC | Knowledge for Freedom initiative | $108,000 | |
| University of Richmond | |||||||
| 114 UR Drive | Richmond | VA | 23173 | PC | General Support | $1,500 | |
| University of Texas at Austin | |||||||
| 300 West 21st Street | Austin | TX | 78712 | PC | General Support | $5,000 | |
| University of Texas Foundation | |||||||
| 9011 Mountain Ridge Drive Suite 150 | Austin | TX | 78759 | PC | Knowledge for Freedom initiative | $125,000 | |
| University of Texas Foundation | |||||||
| 9011 Mountain Ridge Drive Suite 150 | Austin | TX | 78759 | PC | General Support | $5,000 | |
| University of Tulsa | |||||||
| 800 S Tucker Drive | Tulsa | OK | 74104 | PC | Knowledge for Freedom initiative | $80,000 | |
| Ursinus College | |||||||
| 601 E Main Street | Collegeville | PA | 194262509 | PC | Special Project : Colloquium on Liberal Education | $10,000 | |
| Ursuline College | |||||||
| 2550 Lander Rd | Pepper Pike | OH | 44124 | PC | Cornerstone: Learning for Living initiative | $25,000 | |
| Vanderbilt University | |||||||
| 110 21st Avenue South | Nashville | TN | 37203 | PC | Cornerstone: Learning for Living initiative | $175,000 | |
| Vanderbilt University | |||||||
| 110 21st Avenue South | Nashville | TN | 37203 | PC | Special Project : Fellowship program | $50,000 | |
| Victoria College Fdn Inc | |||||||
| 2200 E Red River St | Victoria | TX | 77901 | PC | Cornerstone: Learning for Living initiative | $70,000 | |
| Virginia Foundation for Independent Colleges | |||||||
| 901 East Byrd Street Suite 1625 | Richmond | VA | 23219 | PC | Transfer Pathways to the Liberal Arts initiative | $53,000 | |
| Warrior-Scholar Project | |||||||
| 1012 14th Street NW Suite1200 | Washington | DC | 20005 | PC | General Support | $2,500 | |
| Washington College | |||||||
| 300 Washington Avenue | Chestertown | MD | 216201197 | PC | Knowledge for Freedom initiative | $42,000 | |
| Wellesley College | |||||||
| 106 Central Street | Wellesley | MA | 02481 | PC | General Support | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,564,349 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Anne Arundel Community College | |||||||
| 101 College Pkwy | Arnold | MD | 21012 | PC | Cornerstone: Learning for Living initiative | $170,000 | |
| Augustana College | |||||||
| 639 38TH Street | Rock Island | IL | 61201 | PC | Cornerstone: Learning for Living initiative | $119,740 | |
| Biola University | |||||||
| 13800 Biola Avenue | La Mirada | CA | 90639 | PC | Knowledge for Freedom initiative | $152,000 | |
| Bridgewater College | |||||||
| 402 East College Street | Bridgewater | VA | 228121599 | PC | Knowledge for Freedom initiative | $200,000 | |
| CA State Polytechnic University (fiscal agent Cal Poly Pomona Philanthropi | |||||||
| 3801 W Temple Avenue | Pomona | CA | 91768 | PC | Cornerstone: Learning for Living initiative | $208,000 | |
| City College of NY | |||||||
| 160 Convent Avenue Shepard Hall rm | New York | NY | 10031 | PC | Civics in the City | $100,000 | 154 |
| Dickinson College | |||||||
| PO Box 1773 | Carlisle | PA | 170132896 | PC | Knowledge for Freedom initiative | $134,000 | |
| Drexel University | |||||||
| 3141 Chestnut Street Suite 103 | Philadelphia | PA | 19104 | PC | Cornerstone: Learning for Living initiative | $25,000 | |
| Emory University | |||||||
| 201 Dowman Drive 404 Administration | Atlanta | GA | 30322 | PC | Cornerstone: Learning for Living initiative | $206,000 | Bldg |
| Fordham University | |||||||
| 45 Columbus Ave Fl 8 | New York | NY | 10023 | PC | Knowledge for Freedom initiative | $121,000 | |
| George Fox University | |||||||
| 414 N Meridian Street | Newberg | OR | 97132 | PC | Knowledge for Freedom initiative | $100,000 | |
| Houston Community College | |||||||
| 3100 Main Street Suite 12B12 MC | Houston | TX | 77002 | PC | Cornerstone: Learning for Living initiative | $180,000 | 1148 |
| Howard University | |||||||
| 2400 Sixth Street NW | Washington | DC | 20059 | PC | Cornerstone: Learning for Living initiative | $107,500 | |
| International Scholarship & Tuition Services | |||||||
| 1321 Murfreesboro Pike 800 | Nashville | TN | 372172698 | PC | Scholarship Program | $54,000 | |
| Iowa Association of Independent Colleges and Universities | |||||||
| 3775 EP True Parkway 253 | West Des Moines | IA | 50265 | PC | Transfer Pathways to the Liberal Arts initiative | $54,000 | |
| Kennesaw State University | |||||||
| 1000 Chastain Road | Kennesaw | GA | 30144 | PC | Knowledge for Freedom initiative | $85,000 | |
| Kent State University | |||||||
| 350 South Lincoln Street PO Box | Kent | OH | 44242 | PC | Knowledge for Freedom initiative | $83,333 | 5190 |
| Lyon College | |||||||
| 2300 Highland Road | Batesville | AR | 725013629 | PC | Cornerstone: Learning for Living initiative | $47,500 | |
| Marshall University | |||||||
| One John Marshall Drive | Huntington | WV | 25755 | PC | Cornerstone: Learning for Living initiative | $110,000 | |
| Middle Tennessee State University | |||||||
| 1301 East Main Street | Murfreesboro | TN | 37132 | PC | Cornerstone: Learning for Living initiative | $75,000 | |
| Oregon Alliance of Independent Colleges and Universities | |||||||
| and Universities | Tualatin | OR | 97062 | PC | Transfer Pathways to the Liberal Arts initiative | $52,900 | |
| Pace University | |||||||
| One Pace Plaza | New York | NY | 100381598 | PC | Knowledge for Freedom initiative | $176,000 | |
| Portland State University | |||||||
| PO Box 243 | Portland | OR | 972070243 | PC | Knowledge for Freedom initiative | $99,000 | |
| Queens Community House | |||||||
| 108-25 62nd Drive | Forest Hills | NY | 11375 | PC | Knowledge for Freedom initiative | $83,000 | |
| Rhodes College | |||||||
| 2000 N Parkway | Memphis | TN | 38112 | PC | Cornerstone: Learning for Living initiative | $50,000 | |
| Sonoma State University | |||||||
| 1801 East Cotati Avenue | Rohnert Park | CA | 949283609 | PC | Cornerstone: Learning for Living initiative | $87,500 | |
| SUNY Cortland | |||||||
| 35 State Street | Albany | NY | 12207 | PC | Cornerstone: Learning for Living initiative | $25,000 | |
| SUNY Erie Community College | |||||||
| 6205 Main Street Room G154 | Williamsville | NY | 14221 | PC | Cornerstone: Learning for Living initiative | $132,000 | |
| Texas A&M University System | |||||||
| 400 Harvey Mitchell Parkeay S Suite | College Station | TX | 77845 | PC | Cornerstone: Learning for Living initiative | $43,951 | 300 |
| The Cooper Union for Advancement of Science and Art | |||||||
| 30 Cooper Sq Fl 2 | New York | NY | 10003 | PC | Cornerstone: Learning for Living initiative | $202,500 | |
| The Trustees of Princeton University | |||||||
| 1 Nashua Hall | Princeton | NJ | 08544 | PC | Knowledge for Freedom initiative | $154,000 | |
| Trinity Washington University | |||||||
| 125 Michigan Avenue NE | Washington | DC | 20017 | PC | Cornerstone: Learning for Living initiative | $103,000 | |
| University of Connecticut | |||||||
| 2390 Alumni Drive | Storrs | CT | 06269 | PC | Cornerstone: Learning for Living initiative | $25,000 | |
| University of Dallas | |||||||
| 1845 E Northgate Drive | Irving | TX | 75062 | PC | Knowledge for Freedom initiative | $118,000 | |
| University of Georgia | |||||||
| 220 South Jackson Street | Athens | GA | 30602 | PC | Cornerstone: Learning for Living initiative | $25,000 | |
| University of Guam | |||||||
| 303 University Drive | Mangilao | GU | 96913 | PC | Knowledge for Freedom initiative | $193,000 | |
| University of Mississippi | |||||||
| 406 University Avenue | Oxford | MS | 38655 | PC | Knowledge for Freedom initiative | $200,000 | |
| University of Nevada Reno | |||||||
| 1664 North Virginia Street | Reno | NV | 89557 | PC | Cornerstone: Learning for Living initiative | $50,000 | |
| University of North Dakota | |||||||
| 264 Centennial Drive Stop 7306 | Grand Forks | ND | 582027306 | PC | Cornerstone: Learning for Living initiative | $173,000 | |
| University of Puerto Rico - Mayaguez | |||||||
| Mayaguez Campus | Mayaguez | PR | 006809000 | PC | Cornerstone: Learning for Living initiative | $100,000 | |
| University of Rhode Island | |||||||
| 79 Upper College Road | Kingston | RI | 02881 | PC | Knowledge for Freedom initiative | $109,000 | |
| University of Rochester | |||||||
| PO Box 270032 | Rochester | NY | 14627 | PC | Knowledge for Freedom initiative | $70,000 | |
| University of Texas San Antonio | |||||||
| 9011 Mountain Ridge Drive Suite 150 | Austin | TX | 78759 | PC | Knowledge for Freedom initiative | $100,000 | |
| University of Tulsa | |||||||
| 800 S Tucker Drive | Tulsa | OK | 74104 | PC | Knowledge for Freedom initiative | $175,000 | |
| Ursuline College | |||||||
| 2550 Lander Rd | Pepper Pike | OH | 44124 | PC | Cornerstone: Learning for Living initiative | $75,000 | |
| Victoria College | |||||||
| 2200 E Red River Street | Victoria | TX | 77901 | PC | Cornerstone: Learning for Living initiative | $165,000 | |
| Washington College | |||||||
| 300 Washington Avenue | Chestertown | MD | 216201197 | PC | Knowledge for Freedom initiative | $42,000 | |
| Waynesburg University | |||||||
| 51 W College St | Waynesburg | PA | 15370 | PC | Knowledge for Freedom initiative | $81,000 | |
| Yale University | |||||||
| PO Box 2038 | New Haven | CT | 06521 | PC | Knowledge for Freedom initiative | $120,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,361,924 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,400,786 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,658,480 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,849,070 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,400,786 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,507,550 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,908,336 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| NATIONAL ENDOWMENT FOR THE HUMANITIES | ||||||
| 1 | 400 7TH STREET SW | WASHINGTON | DC | 20024 | $212,500 | Yes (X) |
| BRENDA T CALLAWAY | ||||||
| 2 | c/o TEAGLE 570 LEXINGTON AVE | NEW YORK | NY | 10022 | $60,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT AND TAX PREPARATION | $52,500 | $0 | $22,500 |
| ACCOUNTING/BOOKKEEPING | $104,664 | $0 | $103,434 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $250,547 | $206,779 | SL | 0.000000000000 | $3,314 | $0 |
| FURNITURE & EQUIPMENT | $236,897 | $205,224 | SL | 0.000000000000 | $2,546 | $0 |
| PAINTINGS | $30,480 | SL | 0.000000000000 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Apax Europe VII, L.P. | $13,041 | $13,041 |
| Eaton Vance Income Fund of Boston | $4,100,201 | $4,100,201 |
| Federated Hermes Institutional High Yield Bond Fund | $4,102,056 | $4,102,056 |
| Corporate and Government bonds | $14,802,523 | $14,802,523 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ExxonMobil Corporation | $3,112,725 | $3,112,725 |
| Ishares S & P 500 Index Fund | $57,778,833 | $57,778,833 |
| Ishares Russell 2000 Small-Cap Index Fund | $4,353,633 | $4,353,633 |
| Ishares MSCI EAFE International Index Fund | $14,969,199 | $14,969,199 |
| SSGA Emerging Market Equity Index Fund | $1,597,701 | $1,597,701 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (70 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Advisors 01, L.P. | FMV | $1,279,777 | $1,279,777 |
| Advisors 02, L.P. | FMV | $534,116 | $534,116 |
| Alpine Investors VI, L.P. | FMV | $2,401,120 | $2,401,120 |
| Alpine Investors VII, L.P. | FMV | $1,123,183 | $1,123,183 |
| Alpine Investors VIII, L.P. | FMV | $867,087 | $867,087 |
| Anatole Partners Enhanced, LTD | FMV | $32,019 | $32,019 |
| Anatole Partners Long Only, L.P. | FMV | $66,506 | $66,506 |
| Asian Infrastructure & Related Resource Opportunity Fund | FMV | $339,362 | $339,362 |
| Balboa Retail Fund II, L.P. | FMV | $568,329 | $568,329 |
| Biotechnology Value Fund II | FMV | $1,795,052 | $1,795,052 |
| BLC II Fund B, L.P. | FMV | $504,676 | $504,676 |
| Boldstart Opportunities II, L.P. | FMV | $281,553 | $281,553 |
| Boldstart Opportunities III, L.P. | FMV | $132,159 | $132,159 |
| Boldstart Opportunities VI, L.P. | FMV | $106,685 | $106,685 |
| Boldstart Ventures V, L.P. | FMV | $88,414 | $88,414 |
| Boulder Ridge Estates, LLC | FMV | $222,425 | $222,425 |
| Defy Partners II, L.P. | FMV | $1,520,524 | $1,520,524 |
| Denham Mining Fund, L.P. | FMV | $741,721 | $741,721 |
| Fairmount Healthcare Fund II, L.P. | FMV | $5,021,808 | $5,021,808 |
| Flexpoint Ford | FMV | $868,985 | $868,985 |
| Fuel Capital III, L.P. | FMV | $167,709 | $167,709 |
| GSV Acceleration Fund I, L.P. | FMV | $255,390 | $255,390 |
| 01 Advisors 03 | FMV | $328,573 | $328,573 |
| Hopu Magnolia | FMV | $517,750 | $517,750 |
| India Property Fund, LLC | FMV | $16,780 | $16,780 |
| Industrial Growth Partners V | FMV | $282,310 | $282,310 |
| Industrial Growth Partners VI | FMV | $180,749 | $180,749 |
| Insolve Global Credit Feeder Fund III, L.P. | FMV | $193,693 | $193,693 |
| Insolve Global Credit Feeder Fund IV, L.P. | FMV | $976,580 | $976,580 |
| Insolve Global Credit Feeder Fund V, L.P. | FMV | $2,701,095 | $2,701,095 |
| Kimmeridge Mineral Fund, L.P. | FMV | $931,938 | $931,938 |
| Knightsbridge Venture Capital VI, L.P. | FMV | $1,217,527 | $1,217,527 |
| Lion Point International, Ltd. | FMV | $275,302 | $275,302 |
| Luminate Capital Partners, L.P. | FMV | $607,161 | $607,161 |
| Luminate II Capital Partners, L.P. | FMV | $1,275,330 | $1,275,330 |
| Luminate III Capital Partners, L.P. | FMV | $841,890 | $841,890 |
| Maverick Lien Fund V, L.P. | FMV | $472,449 | $472,449 |
| MCR Hospitality Fund, L.P. | FMV | $717,558 | $717,558 |
| Other | FMV | $6,691 | $6,691 |
| Pearl I Energy Investments, L.P. | FMV | $828,136 | $828,136 |
| Pearl II Energy Investments, L.P. | FMV | $233,208 | $233,208 |
| RA Capital Healthcare International Fund, Ltd. | FMV | $264,665 | $264,665 |
| Ridgeview Land Ventures, LLC | FMV | $56,254 | $56,254 |
| Riverstone Energy | FMV | $2,055 | $2,055 |
| SCGE Offshore Fund, L.P. | FMV | $1,553,187 | $1,553,187 |
| Sierra Hills Investors, LLC | FMV | $59,106 | $59,106 |
| Siguler Guff Brazil Special Situations Fund I | FMV | $1,397,288 | $1,397,288 |
| Siguler Guff Brazil Special Situations Fund II | FMV | $583,697 | $583,697 |
| Sycamore Partners III, L.P. | FMV | $791,178 | $791,178 |
| SYN Ventures Fund II LP | FMV | $179,569 | $179,569 |
| SYN Ventures Fund LP | FMV | $1,160,765 | $1,160,765 |
| TEN ELEVEN PARTNERS | FMV | $133,965 | $133,965 |
| TIFF Keystone Fund, L.P. | FMV | $8,617,872 | $8,617,872 |
| Tiger Global Long Opportunities, Ltd. | FMV | $201,297 | $201,297 |
| Tiger X Global Private Investment Partners, L.P. | FMV | $1,940,813 | $1,940,813 |
| Tiger XI Global Private Investment Partners, L.P. | FMV | $1,054,114 | $1,054,114 |
| Tiger XII Global Private Investment Partners, L.P. | FMV | $797,292 | $797,292 |
| Tiger XIV Global Private Investment Partners, L.P. | FMV | $413,106 | $413,106 |
| West Bickford Holdings, LLC | FMV | $214,214 | $214,214 |
| Whale Rock Capital | FMV | $452,735 | $452,735 |
| Will Ventures II LLC | FMV | $185,412 | $185,412 |
| Zhen Partners VII, L.P. | FMV | $77,968 | $77,968 |
| Princeton Equity Partners | FMV | $135,939 | $135,939 |
| Alpine Investors IX, L.P. | FMV | $194,947 | $194,947 |
| 01 Advisors 03 | FMV | $115,939 | $115,939 |
| Flexpoint Ford V | FMV | $157,315 | $157,315 |
| Glendower Capital | FMV | $206,317 | $206,317 |
| E & F Private Equity Partners | FMV | $14,547 | $14,547 |
| Keystone Capital III | FMV | $139,470 | $139,470 |
| GS Tactical Tilt Overlay Fund | FMV | $5,257,950 | $5,257,950 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $250,547 | $210,093 | $40,454 |
| FURNITURE & EQUIPMENT | $236,897 | $207,770 | $29,127 |
| PAINTINGS | $30,480 | $0 | $30,480 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $128,355 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $122,195 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSETS | Desc |
| BOY Book Value | $2,692,629 | BOYBookValueAmt |
| EOY Book Value | $2,513,952 | EOYBookValueAmt |
| EOYFMV | $2,513,952 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $12,794,377 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $30,761 | $0 | $30,903 |
| STATIONARY, POSTAGE AND SUPPLIES | $5,316 | $979 | $4,120 |
| COMPUTER SUPPORT | $59,096 | $10,885 | $50,299 |
| MAINTENANCE & REPAIRS | $6,140 | $1,131 | $5,009 |
| DUES | $7,471 | $63 | $7,408 |
| EXXON SCHOLARSHIP MGT. EXP. | $41,200 | $0 | $41,200 |
| OFFICE EQUIPMENT, FURNITURE, ETC. | $69,758 | $12,849 | $68,788 |
| WEBSITE | $15,955 | $2,939 | $13,016 |
| INTERN | $4,401 | $0 | $4,471 |
| POSTAGE | $296 | $55 | $241 |
| OTHER | $3,891 | $717 | $3,581 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED TAX | Desc |
| Amt | $126,296 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $508,379 | $327,788 |
| LEASE PAYABLE | $2,806,885 | $2,742,258 |
| FEDERAL EXCISE AND UBI TAXES PAYABLE | $172,458 | $1,041,800 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $729,392 | $729,392 | $0 |
| INVESTMENT CONSULTING | $449,929 | $449,929 | $0 |
| PROGRAM CONSULTING | $122,894 | $0 | $135,332 |
| CONSULTING | $43,864 | $13,625 | $19,781 |
| PAYROLL FEES | $24,771 | $0 | $24,771 |
| HONORARIA AND ADVISORY COUNCIL | $31,500 | $0 | $31,500 |
| MEDIA RELATIONS | $0 | $0 | $12,563 |
| OTHER | $5,824 | $0 | $799 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE AND UBIT TAX | CategoryTxt |
| Amt | $893,747 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |