SOLON E SUMMERFIELD FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SOLON E SUMMERFIELD FOUNDATION INC (EIN 13-1797260)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-29
- IRS object ID
- 202542729349100529
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- 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 | 2025-09-29T18:44:15-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131797260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLON E SUMMERFIELD FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O INTENTIONAL PHILANTHROPY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOLO | BusinessNameControlTxt |
| Phone | 2122187640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142948 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA RIVERA WEISSBLUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122187640 | PhoneNum |
| Signature | 2025-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS F BLANEY CPA | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2025-09-26 | 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 | $92,741,338 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15,103 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,103 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,292,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,456,104 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,615,707 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,844,771 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,754,693 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,378 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,923,325 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,239,278 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $54,256 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $54,256 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,137,931 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $456,691 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $681,240 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $8,764 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $110,659 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,515 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,288 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,288 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,259 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $97,002 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,139 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,379,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $564,972 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $811,923 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,706,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,706,185 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,085,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $564,972 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,518,108 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,162,253 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,674,306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,151,710 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,224,794 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,224,794 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,515,663 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,202,474 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,181,542 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,107,156 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,025,606 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,530,332 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,521,118 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,012,145 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,976,925 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,249,962 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,858,758 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,327,745 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $500,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $500,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,545,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,823,777 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $92,741,338 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $31,545,609 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $33,823,777 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,545,609 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,823,777 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,545,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,823,777 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,545,609 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,162,253 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,440,421 | OtherIncreasesAmt |
| Subtotal | $33,823,777 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,823,777 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $18,844,771 | $13,229,064 | $5,615,707 | $5,615,707 | |
| THRU SCHEDULE K-1 ACL ALTERNATIVE FUND SAC LIMITED | $25,734 | $25,734 | P | ||
| THRU SCHEDULE K-1 CVI CLEAN ENERGY FUND C II LP | $2,689 | $2,689 | P | ||
| THRU SCHEDULE K-1 KKR PRIVATE EQUITY CONGLOMERATE LLC | $6,525 | $6,525 | P | ||
| THRU SCHEDULE K-1 RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC | $104,038 | $104,038 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,754,693 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92,773 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $92,773 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $92,773 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,922 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $100,922 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,149 | OverpaymentAmt |
| Applied To ES Tax | $8,149 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | INTENTIONAL PHILANTHROPY | IndividualWithBooksNm |
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE NO 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142948 | 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 | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CYNTHIA RIVERA WEISSBLUM | |||||||||
| C/O INTENTIONAL PHILANTHROPY 4801 | HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR, PRESIDENT | 12.00 | $5,000 | $0 | $0 |
| KAREN P BALLIETT | |||||||||
| C/O INTENTIONAL PHILANTHROPY 4801 | HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR, VICE PRESIDENT | 5.00 | $5,000 | $0 | $0 |
| ANNE E TREEGER | |||||||||
| C/O INTENTIONAL PHILANTHROPY 4801 | HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR, SECRETARY | 5.00 | $5,000 | $0 | $0 |
| MARK A COGEN | |||||||||
| C/O INTENTIONAL PHILANTHROPY 4801 | HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR, TREASURER | 5.00 | $5,000 | $0 | $0 |
| RANDOLPH MOORE | |||||||||
| C/O INTENTIONAL PHILANTHROPY 4801 | HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTENTIONAL PHILANTHROPY | |||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | FOUNDATION ADMINISTRATION AND GRANTS MANAGEMENT | $660,240 |
| MORGAN STANLEY PRIVATE WEALTH MANAGEMENT | |||||
| 522 FIFTH AVENUE | NEW YORK | NY | 100367601 | INVESTMENT MANAGEMENT AND ADVISORY | $456,691 |
| PKF O'CONNOR DAVIES | |||||
| 500 MAMARONECK AVENUE SUITE 301 | HARRISON | NY | 105281648 | ACCOUNTING AND TAX RETURN PREPARATION | $54,256 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | A $500,000 ZERO-INTEREST LOAN WAS PROVIDED TO A NEW YORK STATE NOT-FOR-PROFIT CORPORATION WHOSE MISSION IS TO BREAK THE CYCLE OF POVERTY BY PREPARING URBAN YOUNG ADULTS FOR SUCCESS IN THEIR CHOSEN CAREERS. THE ORGANIZATION ACHIEVES THIS BY ENGAGING PARTICIPANTS IN SERVICE, TRAINING, AND WORK EXPERIENCES WITHIN THE CLEAN ENERGY ECONOMY. THE INVESTMENT IS STRUCTURED AS A LOAN, REPAYABLE WITHIN SIX MONTHS OF THE ORGANIZATION'S RECEIPT OF FUNDS FROM CITY OR STATE GRANTS AND/OR CONTRACTS. | Description1Txt |
| Expenses1 | $500,000 | Expenses1Amt |
| Total | $500,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $91,043,792 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,591,060 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $92,634,852 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $92,634,852 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,389,523 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $91,245,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,562,266 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,562,266 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92,773 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92,773 | TotalTaxAmt |
| Distributable Before Adj | $4,469,493 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,469,493 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,469,493 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,518,108 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $500,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,018,108 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,469,493 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,246,979 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,956,705 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,203,684 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,018,108 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,469,493 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,548,615 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,752,299 | 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 | $9,752,299 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,246,979 | ExcessFromYear2Amt |
| Excess From Year1 | $4,956,705 | ExcessFromYear1Amt |
| Excess From Current Year | $3,548,615 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR THE BLIND | |||||||
| 1108 3RD AVENUE SUITE 200 | HUNTINGTON | WV | 25701 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $5,921 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BOULEVARD | DENVER | CO | 80221 | N/A | PC | PROGRAM SUPPORT - NATIVE PATHWAYS PROGRAM | $102,452 |
| ARBOR RISING | |||||||
| 270 WEST 39TH STREET 20TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $150,729 |
| AT THE TABLE INC | |||||||
| 609 WARREN STREET | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| BOTTOM LINE | |||||||
| 44 COURT STREET SUITE 300 | BROOKLYN | NY | 11201 | N/A | PC | EMERGENCY FUND ENDOWMENT | $151,247 |
| BOY SCOUTS OF AMERICA | |||||||
| 1325 WALNUT HILL LANE | IRVING | TX | 75015 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $5,921 |
| BROOKLYN NAVY YARD DEVELOPMENT CORPORATION | |||||||
| 141 FLUSHING AVENUE UNIT 801 | BROOKLYN | NY | 11205 | N/A | PC | PROGRAM SUPPORT - STEAM CENTER | $50,000 |
| CHANGE IMPACT | |||||||
| PO BOX 294 | EAST ROCKAWAY | NY | 11518 | N/A | NC | PROGRAM SUPPORT - PEER LEARNING PROGRAM | $50,000 |
| COLLEGE ACCESS RESEARCH & ACTION (CARA) | |||||||
| 121 SIXTH AVENUE 6TH FLOOR | NEW YORK | NY | 10013 | N/A | PC | PROGRAM SUPPORT - IMPLEMENTING COLLEGE BRIDGE IN NEWARK | $118,009 |
| COLLEGE ACCESS RESEARCH & ACTION (CARA) | |||||||
| 122 SIXTH AVENUE 6TH FLOOR | NEW YORK | NY | 10013 | N/A | PC | PROGRAM SUPPORT - COLLEGE ACCESS: RESEARCH & ACTION (CARA) | $75,000 |
| COMMUNITY FUNDS INC | |||||||
| 909 THIRD AVENUE 22ND FLOOR | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT - NEW YORK CITY WORKFORCE DEVELOPMENT FUND | $50,000 |
| DRIVE CHANGE INC | |||||||
| 630 FLUSHING AVENUE 5TH FLOOR | BROOKLYN | NY | 11206 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| EXALT YOUTH | |||||||
| 17 BATTERY PLACE SUITE 307 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $150,729 |
| FATHER FLANAGAN'S BOYS' HOME (BOYS TOWN) | |||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $5,921 |
| FRACTURED ATLAS | |||||||
| 228 PARK AVENUE S 56651 | NEW YORK | NY | 10003 | N/A | PC | PROGRAM SUPPORT - SCOPE OF WORK | $150,000 |
| FUND FOR THE CITY OF NEW YORK INC | |||||||
| 121 SIXTH AVENUE 6TH FLOOR | NEW YORK | NY | 10013 | N/A | PC | PROGRAM SUPPORT - THE CENTER FOR FAIR FUTURES | $771,936 |
| GENESYS WORKS | |||||||
| 55 EXCHANGE PLACE SUITE 503 | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $26,027 |
| GODDARD RIVERSIDE COMMUNITY CENTER | |||||||
| 593 COLUMBUS AVENUE | NEW YORK | NY | 10024 | N/A | PC | PROGRAM SUPPORT - OPTIONS CENTER | $75,817 |
| GREEN CITY FORCE | |||||||
| 630 FLUSHING AVENUE 8TH FLOOR | BROOKLYN | NY | 11206 | N/A | PC | GENERAL OPERATING SUPPORT | $338,322 |
| HEBREW FREE LOAN SOCIETY | |||||||
| 675 THIRD AVENUE 19TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $5,921 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | N/A | PC | PROGRAM SUPPORT - COMMUNITY COVID RESPONSE TEAM | $75,817 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $103,158 |
| HETRICK-MARTIN INSTITUTE INC | |||||||
| 2 ASTOR PLACE | NEW YORK | NY | 10003 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $103,158 |
| INSPIRING FUTURES INC | |||||||
| 461 WEST 126TH STREET SUITE 5W | NEW YORK | NY | 10027 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 |
| JEWISH HOME LIFECARE MANHATTAN | |||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | N/A | PC | PROGRAM SUPPORT - SKILLSPRING | $150,729 |
| LEGAL OUTREACH | |||||||
| 36-14 35TH STREET | QUEENS | NY | 11106 | N/A | PC | GENERAL OPERATING SUPPORT | $100,712 |
| LIGHTHOUSE GUILD INTERNATIONAL (FORMERLY JEWISH GUILD HEALTHCARE) | |||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10023 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $5,921 |
| MOUNT SINAI ADOLESCENT HEALTH CENTER | |||||||
| 320 EAST 94TH STREET | NEW YORK | NY | 10128 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $123,333 |
| NEW YORK SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | |||||||
| 520 EIGHTH AVENUE SUITE 1401 | NEW YORK | NY | 10018 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $5,921 |
| NEWARK BOARD OF EDUCATION | |||||||
| 765 BROAD STREET | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT - COLLEGE BRIDGE | $84,286 |
| NEWARK CITY OF LEARNING COLLABORATIVE (NCLC) | |||||||
| 335 GEORGE STREET | NEW BRUNSWICK | NJ | 08901 | N/A | PC | PROGRAM SUPPORT - COLLEGE BRIDGE | $155,652 |
| NEWARK MENTORING MOVEMENT INC | |||||||
| 60 PARK PLACE SUITE 601 | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT - COLLEGE BRIDGE | $17,750 |
| NEWARK OPPORTUNITY YOUTH NETWORK | |||||||
| 60 PARK PLACE 14TH FLOOR | NEWARK | NJ | 07102 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| NEWARK OPPORTUNITY YOUTH NETWORK | |||||||
| 60 PARK PLACE 14TH FLOOR | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT - BUILDING ECOSYSTEMS FOR OPPORTUNITY YOUTH. | $300,000 |
| NYC HEALTH HOSPITALS | |||||||
| 50 WATER STREET 17TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | PROGRAM SUPPORT - BEHAVIORAL HEALTH NURSING CAREER LADDER | $372,000 |
| ONEGOAL - NEW YORK | |||||||
| 55 EXCHANGE PLACE SUITE 503 | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 |
| PHI KAPPA PSI FOUNDATION | |||||||
| 5395 EMERSON WAY | INDIANAPOLIS | IN | 46226 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $5,921 |
| REEL WORKS | |||||||
| 540 PRESIDENT STREET SUITE 2F | BROOKLYN | NY | 11215 | N/A | PC | PROGRAM SUPPORT - MEDIAMKRS | $50,000 |
| RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK | |||||||
| 230 WEST 41ST STREET | NEW YORK | NY | 10036 | N/A | PC | PROGRAM SUPPORT - CUNY SCHOOL OF PROFESSIONAL STUDIES | $75,000 |
| RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK | |||||||
| 230 WEST 41ST STREET | NEW YORK | NY | 10036 | N/A | PC | PROGRAM SUPPORT - CUNY SCHOOL OF PROFESSIONAL STUDIES | $250,000 |
| ROUNDABOUT THEATRE COMPANY | |||||||
| 231 WEST 39TH STREET | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT - THEATRICAL WORKFORCE DEVELOPMENT PROGRAM | $26,027 |
| SUMMER SEARCH | |||||||
| 1412 BROADWAY SUITE 700 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $75,818 |
| SUNY IMPACT FOUNDATION INC | |||||||
| 353 BROADWAY | ALBANY | NY | 12207 | N/A | PC | PROGRAM SUPPORT - OFFICE OF HIGHER EDUCATION IN PRISON | $50,000 |
| THE ARAB-AMERICAN FAMILY SUPPORT CENTER INC | |||||||
| 150 COURT STREET 3RD FLOOR | BROOKLYN | NY | 11201 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $166,667 |
| THE BELL | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 |
| THE CHILDREN'S AID SOCIETY | |||||||
| 117 WEST 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $35,406 |
| THE DOOR - A CENTER OF ALTERNATIVES INC | |||||||
| 121 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPPORT | $75,818 |
| THE DREAMYARD PROJECT INC | |||||||
| 1085 WASHINGTON AVENUE | BRONX | NY | 10456 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| THE FOSTERING CONNECTION | |||||||
| 14-25 PLAZA ROAD SUITE N-27 | FAIR LAWN | NJ | 07410 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $220,000 |
| THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | |||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $20,000 |
| THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | |||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $61,633 |
| THE KNOWLEDGE HOUSE | |||||||
| 79 ALEXANDER AVENUE SUITE 51A | BRONX | NY | 10454 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| THE MARCY LAB SCHOOL | |||||||
| 882 3RD AVENUE 11TH FLOOR | BROOKLYN | NY | 11232 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 |
| THE NEW YORK FOUNDLING | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | N/A | PC | PROGRAM SUPPORT - BRING UP MINIMUM PAY (BUMP) | $40,000 |
| THE NEW YORK FOUNDLING | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | N/A | PC | PROGRAM SUPPORT - ROAD TO SUCCESS | $335,695 |
| THE NEW YORK TIMES NEEDIEST CASES FUND | |||||||
| PO BOX 5193 | NEW YORK | NY | 10018 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $5,921 |
| THE OPPORTUNITY NETWORK | |||||||
| 85 BROAD STREET 6TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $75,818 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $5,921 |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | |||||||
| 184 ELDRIDGE STREET | NEW YORK | NY | 10002 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $92,230 |
| VISITING NURSE SERVICE OF NEW YORK (VNS HEALTH) | |||||||
| 107 EAST 70TH STREET 5TH FLOOR | NEW YORK | NY | 10021 | N/A | PC | ENDOWMENT/GENERAL OPERATING SUPPORT | $5,921 |
| WORKFORCE PROFESSIONALS TRAINING INSTITUTE | |||||||
| 11 WEST 42ND STREET 3RD FLOOR | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,706,185 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BOULEVARD | DENVER | CO | 80221 | N/A | PC | PROGRAM SUPPORT - NATIVE PATHWAYS PROGRAM | $100,000 |
| ARBOR RISING | |||||||
| 270 WEST 39TH STREET 20TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 |
| AT THE TABLE INC | |||||||
| 609 WARREN STREET | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 |
| BOTTOM LINE | |||||||
| 44 COURT STREET SUITE 300 | BROOKLYN | NY | 11201 | N/A | PC | EMERGENCY FUND ENDOWMENT | $150,000 |
| BROOKLYN NAVY YARD DEVELOPMENT CORPORATION | |||||||
| 141 FLUSHING AVENUE UNIT 801 | BROOKLYN | NY | 11205 | N/A | PC | PROGRAM SUPPORT - STEAM CENTER | $50,000 |
| CHANGE IMPACT | |||||||
| PO BOX 294 | EAST ROCKAWAY | NY | 11518 | N/A | NC | PROGRAM SUPPORT - PEER LEARNING PROGRAM | $50,000 |
| COLLEGE ACCESS RESEARCH & ACTION (CARA) | |||||||
| 122 SIXTH AVENUE 6TH FLOOR | NEW YORK | NY | 10013 | N/A | PC | PROGRAM SUPPORT - COLLEGE ACCESS: RESEARCH & ACTION (CARA) | $150,000 |
| COLLEGE ACCESS RESEARCH & ACTION (CARA) | |||||||
| 123 SIXTH AVENUE 6TH FLOOR | NEW YORK | NY | 10013 | N/A | PC | PROGRAM SUPPORT - IMPLEMENTING COLLEGE BRIDGE IN NEWARK | $87,462 |
| DRIVE CHANGE INC | |||||||
| 630 FLUSHING AVENUE 5TH FLOOR | BROOKLYN | NY | 11206 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| EXALT YOUTH | |||||||
| 17 BATTERY PLACE SUITE 307 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| FRACTURED ATLAS | |||||||
| 228 PARK AVENUE S 56651 | NEW YORK | NY | 10003 | N/A | PC | PROGRAM SUPPORT - SCOPE OF WORK | $300,000 |
| GREEN CITY FORCE | |||||||
| 630 FLUSHING AVE 8TH FLOOR | BROOKLYN | NY | 11206 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | N/A | PC | PROGRAM SUPPORT - COMMUNITY COVID RESPONSE TEAM | $150,000 |
| HETRICK-MARTIN INSTITUTE INC | |||||||
| 2 ASTOR PLACE | NEW YORK | NY | 10003 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $100,000 |
| INSPIRING FUTURES INC | |||||||
| 461 WEST 126TH STREET SUITE 5W | NEW YORK | NY | 10027 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 |
| JEWISH HOME LIFECARE MANHATTAN | |||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | N/A | PC | PROGRAM SUPPORT - SKILLSPRING | $150,000 |
| MOUNT SINAI ADOLESCENT HEALTH CENTER | |||||||
| 320 EAST 94TH STREET | NEW YORK | NY | 10128 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $123,334 |
| NEWARK CITY OF LEARNING COLLABORATIVE (NCLC) | |||||||
| 335 GEORGE STREET | NEW BRUNSWICK | NJ | 08901 | N/A | PC | PROGRAM SUPPORT - COLLEGE BRIDGE | $139,990 |
| NEWARK MENTORING MOVEMENT INC | |||||||
| 60 PARK PLACE SUITE 601 | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT - COLLEGE BRIDGE | $105,875 |
| RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK | |||||||
| 50 WEST 40TH STREET | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT - STELLA AND CHARLES GUTTMAN COMMUNITY COLLEGE | $110,000 |
| THE ARAB-AMERICAN FAMILY SUPPORT CENTER INC | |||||||
| 150 COURT STREET 3RD FLOOR | BROOKLYN | NY | 11201 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $166,667 |
| THE BELL | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $400,000 |
| THE CHILDREN'S AID SOCIETY | |||||||
| 117 WEST 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $33,334 |
| THE DOOR - A CENTER OF ALTERNATIVES INC | |||||||
| 121 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 |
| THE FOSTERING CONNECTION | |||||||
| 14-25 PLAZA ROAD SUITE N-27 | FAIR LAWN | NJ | 07410 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $220,000 |
| THE KNOWLEDGE HOUSE | |||||||
| 79 ALEXANDER AVENUE SUITE 51A | BRONX | NY | 10454 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | |||||||
| 184 ELDRIDGE STREET | NEW YORK | NY | 10002 | N/A | PC | PROGRAM SUPPORT - MENTAL HEALTH SERVICES | $90,000 |
| WORKFORCE PROFESSIONALS TRAINING INSTITUTE | |||||||
| 11 WEST 42ND STREET 3RD FLOOR | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,126,662 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,103 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,292,515 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,615,707 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,923,325 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,923,325 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCIAL STATEMENT AUDIT | $28,750 | $0 | $28,750 |
| QUARTERLY FINANCIAL STATEMENT COMPILATIONS | $15,200 | $0 | $15,200 |
| TAX RETURN PREPARATION | $10,306 | $0 | $10,306 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| CHANGE IMPACT | ||||||||||
| PO BOX 294 | EAST ROCKAWAY | NY | 11518 | 2023-10-10 | $50,000 | PROGRAM SUPPORT - PEER LEARNING PROGRAM | $37,500 | TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE. | 08/11/2024, PENDING | N/A |
| CHANGE IMPACT | ||||||||||
| PO BOX 294 | EAST ROCKAWAY | NY | 11518 | 2024-10-24 | $50,000 | PROGRAM SUPPORT | TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE. | PENDING | N/A | |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (40 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC, 4.250%, 11/14/2028 (00287YBF5) 200,000 QTY | $197,352 | $197,014 |
| AMERICAN TOWER CORP, 5.250%, 07/15/2028 (404121AJ4) 350,000 QTY | $298,761 | $302,248 |
| AMPHENOL CORP, 5.050%, 04/05/2027 (032095AN1) 250,000 QTY | $248,052 | $252,253 |
| ASIAN DEVELOPMENT BANK, 4.125%, 01/12/2027, (045167GA5) 300,000 QTY | $294,203 | $299,013 |
| AUTOZONE INC, 5.050%, 07/15/2026, (053332BE1) 350,000 QTY | $350,616 | $352,095 |
| BANK OF AMERICA CORP, 4.250%, 10/22/2026, (06051GFL8) 350,000 QTY | $340,732 | $347,067 |
| BHP BILLITON FINANCE USA LTD, 5.250%, 09/08/2026, (055451BB3) 350,000 QTY | $351,349 | $353,602 |
| BP CAPITAL MARKETS AMERICA INC, 4.970%, 10/17/2029 (10373QBZ2) 250,000 QTY | $249,952 | $251,359 |
| BROADCOM CORP / BROADCOM CAYMAN, 3.875%, 01/15/2027 (11134LAH2) 400,000 QTY | $407,330 | $393,784 |
| CENTENE CORP, 4.250%, 12/15/2027 (15135BAR2) 400,000 QTY | $409,726 | $388,080 |
| CITIGROUP INC, 4.450%, 09/29/2027 (172967KA8) 350,000 QTY | $339,766 | $345,303 |
| DELL INTERNATIONAL LLC/EMC CORP, 5.250%, 02/01/2028 (24703DBJ9) 300,000 QTY | $301,929 | $303,587 |
| DUKE ENERGY CORP, 4.300%, 03/15/2028 (26441CBS3) 250,000 QTY | $248,460 | $246,027 |
| EUROPEAN BANK FOR RECONSTRUCTION, 4.375%, 03/09/2028 (29874QEX8) 250,000 QTY | $249,660 | $250,090 |
| EUROPEAN INVESTMENT BANK, 4.000%, 02/15/2029 (298785JZ0) 250,000 QTY | $246,582 | $245,762 |
| EUROPEAN INVESTMENT BANK, 5.600%, 01/30/2025 (G315BBKA5) 4,000,000,000 QTY | $270,836 | $243,826 |
| FISERV INC, 3.500%, 07/01/2029, (337738AU2) 75,000 QTY | $74,732 | $70,436 |
| HCA INC, 5.625%, 09/01/2028 (404121AJ4) 350,000 QTY | $352,251 | $354,755 |
| INTERNATIONAL FINANCE CORP, 4.250%, 07/02/2029 (45950KDH0) 500,000 QTY | $501,208 | $496,015 |
| JOHN DEERE CAPITAL CORP, 4.900%, 03/07/2031 (24422EXN4) 400,000 QTY | $408,573 | $400,008 |
| JOHNSON & JOHNSON, 4.900%, 06/01/2031 (478160CV4) 525,000 QTY | $524,527 | $528,554 |
| JPMORGAN CHASE & CO, 3.540%, 05/01/2028 (46647PAF3) 100,000 QTY | $98,012 | $97,159 |
| JPMORGAN CHASE & CO, 4.250%, 10/01/2027 (46625HNJ5) 200,000 QTY | $192,340 | $198,581 |
| KREDITANSTALT FUER WIEDERAUFBAU, 4.000%, 03/15/2029 (500769KC7) 500,000 QTY | $495,440 | $491,540 |
| KREDITANSTALT FUER WIEDERAUFBAU, 4.125%, 01/31/2028 (D3S996QW1) 500,000 QTY | $501,777 | $496,093 |
| LAM RESEARCH CORP, 4.000%, 03/15/2029 (512807AU2) 75,000 QTY | $72,621 | $72,913 |
| MARATHON OIL CORP, 4.400% 07/15/2027 (565849AP1) 400,000 QTY | $378,492 | $397,388 |
| OCCIDENTAL PETROLEUM CORP, 5.200%, 08/01/2029 (674599EJ0) 225,000 QTY | $224,230 | $223,526 |
| OMEGA HEALTHCARE INVESTORS INC, 5.250%, 01/15/2026 (681936BH2) 355,000 QTY | $366,015 | $355,584 |
| ORACLE CORP, 4.500%, 05/06/2028 (68389XCM5) 450,000 QTY | $430,065 | $445,682 |
| PROVINCE OF ONTARIO CANADA, 2.400%, 06/02/2026 (68323ADM3) 100,000 QTY | $76,852 | $68,947 |
| PROVINCE OF ONTARIO CANADA, 4.200%, 01/18/2029 (683234DQ8) 400,000 QTY | $391,080 | $394,048 |
| PROVINCE OF QUEBEC CANADA, 4.500%, 09/08/2033 (748148SE4) 300,000 QTY | $296,398 | $291,747 |
| REPUBLIC SERVICES INC, 4.875%, 04/01/2029 (760759BB5) 350,000 QTY | $348,498 | $349,456 |
| ROYAL BANK OF CANADA, 4.875%, 01/19/2027, (78016HZT0) 250,000 QTY | $249,603 | $250,983 |
| SHERWIN-WILLIAMS CO/THE, 4.800%, 09/01/2031 (824348BT2) 300,000 QTY | $296,094 | $295,782 |
| TORONTO-DOMINION BANK/THE, 4.994%, 04/05/2029 (89115A2Y7) 350,000 QTY | $347,780 | $349,272 |
| TOYOTA MOTOR CREDIT CORP, 5.550%, 11/20/2030 (89236TLE3) 250,000 QTY | $251,805 | $257,640 |
| VERIZON COMMUNICATIONS INC, 4.125%, 03/16/2027 (92343VDY7) 75,000 QTY | $74,179 | $74,139 |
| WASTE MANAGEMENT INC, 4.875%, 02/15/2034 (94106LBW8) 250,000 QTY | $254,267 | $245,567 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND CL A (ACN) 3,000.000 SHARES | $81,641 | $1,055,370 |
| ALLSTATE CORP (ALL) 2,803.000 SHARES | $3,257 | $540,390 |
| ALPHABET INC CL A (GOOGL) 10,000.000 SHARES | $113,027 | $1,893,000 |
| ALPHABET INC CL C (GOOG) 10,020.000 SHARES | $112,574 | $1,908,209 |
| AMAZON COM INC (AMZN) 12,000.000 SHARES | $102,306 | $2,632,680 |
| APPLE INC (AAPL) 36,400.000 SHARES | $413,574 | $9,115,288 |
| ARM HOLDINGS PLC ADR (ARM) 3,000.000 SHARES | $164,583 | $370,080 |
| BERKSHIRE HATHAWAY A(HLDG CO) (BRK'A) 12.000 SHARES | $11,238 | $8,171,040 |
| BLACKSTONE GROUP INC (BX) 3,000.000 SHARES | $93,426 | $517,260 |
| CATERPILLAR INC (CAT) 8,547.000 SHARES | $5,060 | $3,100,510 |
| COCA COLA CO (KO) 20,000.000 SHARES | $456,724 | $1,245,200 |
| COSTCO WHOLESALE CORP NEW (COST) 1,200.000 SHARES | $640,813 | $1,099,524 |
| DUKE ENERGY CORPORATION (DUK) 5,317.000 SHARES | $220,692 | $572,854 |
| ELI LILLY & CO (LLY) 1,300.000 SHARES | $524,218 | $1,003,600 |
| HOME DEPOT INC (HD) 5,000.000 SHARES | $156,995 | $1,944,950 |
| HONEYWELL INTERNATIONAL INC (HON) 2,200.000 SHARES | $95,376 | $496,958 |
| JPMORGAN CHASE & CO (JPM) 2,000.000 SHARES | $175,127 | $479,420 |
| META PLATFORMS INC CL A (META) 2,500.000 SHARES | $706,842 | $1,463,775 |
| MICROSOFT CORP (MSFT) 21,000.000 SHARES | $548,761 | $8,851,500 |
| NEXTERA ENERGY INC (NEE) 33,720.000 SHARES | $271,986 | $2,417,387 |
| NVIDIA CORPORATION (NVDA) 17,000.000 SHARES | $729,448 | $2,282,930 |
| ORACLE CORP (ORCL) 11,000.000 SHARES | $229,212 | $1,833,040 |
| PROCTER & GAMBLE (PG) 5,000.000 SHARES | $166,971 | $838,250 |
| UNION PACIFIC CORP (UNP) 3,057.000 SHARES | $1,755 | $697,117 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,202,474 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,181,542 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACL ALTERNATIVE FUND SAC LIMITED | AT COST | $1,067,751 | $1,638,419 |
| AUSTRALIA GOVERNMENT BOND REGS, 2.250%, 05/21/2028 (Q08184MW2) 105,000 QTY | AT COST | $78,378 | $61,707 |
| BRIDGE WORKFORCE AND AFFORDABLE HOUSING FUND II-R, LP | AT COST | $451,845 | $412,537 |
| CVI CLEAN ENERGY FUND C II LP | AT COST | $287,500 | $319,619 |
| HEDGEPREMIER/MILLENNIUM INTERNATIONAL LTD. | AT COST | $777,438 | $2,556,420 |
| ISHARES CORE S&P SMALL CAP E (IJR) 22,940.000 SHARES | AT COST | $494,065 | $2,643,147 |
| ISHARES RUSSELL 2000 GRWTH ETF (IWO) 750.000 SHARES | AT COST | $132,514 | $215,865 |
| ISHARES S&P MIDCAP 400 INDEX (IJH) 100,000.000 SHARES | AT COST | $1,349,876 | $6,231,000 |
| JPMORGAN ULTRA-SHORT INCOME (JPST) 6,000.000 SHARES | AT COST | $302,926 | $302,220 |
| KKR PRIVATE EQUITY CONGLOMERATE LLC RU | AT COST | $2,000,000 | $2,177,819 |
| MACQUARIE ENERGY SOLUTIONS FUND, LLC | AT COST | $212,500 | $213,350 |
| MEXICAN BONOS, 7.750%, 11/23/2034 (P4R07XEY8) 40,000 QTY | AT COST | $197,574 | $160,160 |
| NORWAY GOVERNMENT BOND, 1.500%, 02/19/2026 (R34155AU6) 1,400,000 QTY | AT COST | $164,565 | $119,562 |
| RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC | AT COST | $1,069,582 | $2,038,077 |
| REPUBLIC OF AUSTRIA GOV BOND REG, 1.200%, 10/20/2025 (A0654UAF8) 140,000 QTY | AT COST | $163,462 | $143,650 |
| SPAIN GOVERNMENT BOND, 1.450%, 04/30/2029 (E8922AHG8) 95,000 QTY | AT COST | $108,782 | $94,193 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM-RELATED INVESTMENTS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $500,000 | EOYBookValueAmt |
| EOYFMV | $500,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $1,500 | $0 | $1,500 |
| INSURANCE EXPENSE | $3,592 | $0 | $3,592 |
| OFFICE AND OTHER EXPENSES | $22,047 | $0 | $22,047 |
| OTHER DEDUCTIONS THRU SCHEDULE K-1S | $0 | $96,882 | $0 |
| OTHER INVESTMENT EXPENSES | $120 | $120 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME THRU SCHEDULE K-1S | Desc |
| Net Investment Income | $13,378 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REALIZED GAIN FROM DONATION OF INVESTMENTS TO GRANTEES | Desc |
| Amt | $3,440,421 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOARD RETREAT AND GRANTMAKING EVALUATION CONSULTANTS | $21,000 | $0 | $21,000 |
| FOUNDATION ADMINISTRATION AND GRANTS MANAGEMENT | $660,240 | $0 | $660,240 |
| INVESTMENT MANAGEMENT AND ADVISORY | $456,691 | $456,691 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAID | $110,000 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $659 | $659 | $0 |
| FOREIGN TAXES WITHHELD THRU SCHEDULE K-1S | $0 | $1,856 | $0 |
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