ANNA MARIA AND STEPHEN KELLEN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANNA MARIA AND STEPHEN KELLEN FOUNDATION INC (EIN 13-3173593)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2026-03-16
- IRS object ID
- 202610759349100316
- Schema version
- 2024v5.5
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-16T10:00:08-05:00 | ReturnTs |
| Tax Period End | 2025-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135504490 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL E SAMMET & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIDEN LANE SUITE 500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133173593 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA-MARIA AND STEPHEN KELLEN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC C/O JOEL E SAMMET & CO LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNA | BusinessNameControlTxt |
| Phone | 2122698628 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIDEN LANE SUITE 500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL M KELLEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122698628 | PhoneNum |
| Signature | 2026-03-15 | 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 | JENNIFER A TERZIAN | PreparerPersonNm |
| PTIN | P01027934 | PTIN |
| Phone | 2122698628 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $88,985,217 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,150,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,150,546 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,508,436 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,591,235 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,508,436 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,413 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,672,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,658,982 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $64,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $64,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $157,625 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $157,625 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $162,981 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $162,981 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,275 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,275 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $33,048 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $33,048 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,825 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $18,825 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,195,125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,119,946 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $74,832 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,659,879 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,119,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $539,586 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,999,288 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,103,179 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $151,659,167 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,119,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,642,765 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$143,986,772 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,539,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $165,408,903 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,969,669 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,969,669 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,113,560 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,615,744 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,230,089 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,141,014 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,964,898 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $39,050,650 | OtherAssetsBOYAmt |
| Other Assets EOY | $39,050,650 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $39,050,650 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $226,418,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,161,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $88,985,217 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $226,418,946 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $88,161,333 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $226,418,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,161,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $226,418,946 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,161,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $226,418,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$143,986,772 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,729,159 | OtherIncreasesAmt |
| Subtotal | $88,161,333 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,161,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PER BOOKS OF FOUNDATION | P | $3,570,756 | $1,082,799 | $2,487,957 | $2,487,957 |
| CAPITAL GAINS THRU PARTNERSHIPS | P | $20,479 | $20,479 | $20,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,508,436 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $90,893 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $90,893 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $90,893 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $300,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $209,107 | OverpaymentAmt |
| Applied To ES Tax | $209,107 | 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 | N/A | 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 | 2126983300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1345 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10105 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL M KELLEN | ||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| MARINA K FRENCH | ||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | VICE-PRESIDENT | 20.00 | $16,000 | $0 | $0 |
| ANDREW GUNDLACH | ||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | SECRETARY/TREASURER | 5.00 | $0 | $0 | $0 |
| ANNABELLE GARRETT | ||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | DIRECTOR | 5.00 | $16,000 | $0 | $0 |
| CAROLINE L KELLEN | ||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | DIRECTOR | 5.00 | $16,000 | $0 | $0 |
| CHRISTOPHER N KELLEN | ||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | DIRECTOR | 10.00 | $16,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT FOLINO | ||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | FINANCIAL ADMINISTRA | 20.00 | $57,625 | $0 | $0 |
| CHRISTINA COHEN | ||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | FOUNDATION ADMINISTR | 30.00 | $52,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,808 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $101,471,982 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,382,761 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $119,859,551 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $119,859,551 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,797,893 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $118,061,658 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,903,083 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,903,083 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $90,893 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $318 | IncomeTaxAmt |
| Total Tax | $91,211 | TotalTaxAmt |
| Distributable Before Adj | $5,811,872 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,811,872 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,811,872 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,642,765 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,642,765 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,811,872 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,578,102 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,642,765 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,578,102 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,811,872 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,252,791 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,252,791 | 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 | $15,252,791 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $15,252,791 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (128 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WOODSTOCK FARM ANIMAL SANCTUARY | ||||||||||||
| 2 RESCUE ROAD | HIGH FALLS | NY | 12440 | PC | GENERAL TAX EXEMPT PURPOSES | $130,000 | ||||||
| WOMEN IN NEED | ||||||||||||
| ONE STATE STREET PLAZA 18TH FL | NEW YORK | NY | 10004 | PC | GENERAL TAX EXEMPT PURPOSES | $377,050 | ||||||
| WOLF CONSERVATION CENTER | ||||||||||||
| 7 BUCK RUN | SOUTH SALEM | NY | 10590 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| WINNAKEE LAND TRUST | ||||||||||||
| 187 E MARKET STREET | RHINEBECK | NY | 12572 | PC | GENERAL TAX EXEMPT PURPOSES | $2,000,000 | ||||||
| WILDLIFE CONSERVATION SOCIETY | ||||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||||||
| 99 GANESVOORT STREET | NEW YORK | NY | 10014 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| WESTERN CONNECTICUT YOUTH ORCHESTRA | ||||||||||||
| 90 E RIDGE RD 225A | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $35,000 | ||||||
| WEILL CORNELL MEDICAL CENTER | ||||||||||||
| 1300 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| UNIVERSITY MUSICAL SOCIETY | ||||||||||||
| 881 NORTH UNIVERSITY AVENUE | ANN ARBOR | MI | 48109 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| TWO EAST SIXTY-SECOND STREET FOUNDATION | ||||||||||||
| 2 EAST 62ND STREET | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| THIRD STREET MUSIC SCHOOL SETTLEMENT | ||||||||||||
| 235 E 11TH STREET 1 | NEW YORK | NY | 10003 | PC | GENERAL TAX EXEMPT PURPOSES | $580,000 | ||||||
| THE OSBORNE ASSOCIATION | ||||||||||||
| 809 WESTCHESTER AVENUE | BRONX | NY | 10455 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| THE METROPOLITAN MUSEUM OF ART | ||||||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000,000 | ||||||
| THE JEWISH MUSEUM | ||||||||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | PC | GENERAL TAX EXEMPT PURPOSES | $75,000 | ||||||
| STUTTERING ASSOCIATION FOR THE YOUNG | ||||||||||||
| 247 WEST 37TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| ST BERNARD'S SCHOOL | ||||||||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| SQUASH EDUCATION ALLIANCE | ||||||||||||
| 55 BROAD STREET 14TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| SOUTHERN METHODIST UNIVERSITY | ||||||||||||
| PO BOX 750402 | DALLAS | TX | 75275 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| SOUTH FORK BAKERY | ||||||||||||
| 3333 NOYACK ROAD | SAG HARBOR | NY | 11963 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| SKIDMORE COLLEGE | ||||||||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | PC | GENERAL TAX EXEMPT PURPOSES | $125,000 | ||||||
| SILVER HILL HOSPITAL | ||||||||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | PC | GENERAL TAX EXEMPT PURPOSES | $300,000 | ||||||
| SCULPTURECENTER | ||||||||||||
| 44-19 PURVES ST | LONG ISLAND CITY | NY | 11101 | PC | GENERAL TAX EXEMPT PURPOSES | $350,000 | ||||||
| SCENIC HUDSON | ||||||||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| SANITATION FOUNDATION | ||||||||||||
| 44 BEAVER STREET 11TH FLOOR ROOM | NEW YORK | NY | 10004 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | 1120 | |||||
| SANDY HOOK PROMISE | ||||||||||||
| 13 CHURCH HILL RD | NEWTOWN | CT | 06470 | PC | GENERAL TAX EXEMPT PURPOSES | $250,000 | ||||||
| SANCTUARY FOR FAMILIES | ||||||||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| SAN FRANCISCO MUSEUM OF MODERN ART | ||||||||||||
| 151 3RD STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL TAX EXEMPT PURPOSES | $40,000 | ||||||
| ROCKEFELLER UNIVERSITY | ||||||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 100656399 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| ROAR ANIMAL SHELTER | ||||||||||||
| 45 SOUTH STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $75,000 | ||||||
| RISEBORO COMMUNITY PARTNERSHIP | ||||||||||||
| 565 BUSHWICK AVENUE | BROOKLYN | NY | 11206 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| RIDGEFIELD SYMPHONY ORCHESTRA | ||||||||||||
| 77 DANBURY ROAD | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| RIDGEFIELD ACADEMY | ||||||||||||
| 223 WEST MOUNTAIN ROAD | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| REINA SOFIA MUSIC SCHOOL | ||||||||||||
| 2425 GLOVER PLACE SUITE C | LOS ANGELES | CA | 90031 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| RAS AI FOUNDATION | ||||||||||||
| 2425 GLOVER PLACE SUITE C | LOS ANGELES | CA | 90031 | PC | GENERAL TAX EXEMPT PURPOSES | $1,500,000 | ||||||
| PURSUIT | ||||||||||||
| 47-10 AUSTELL PLACE 2ND FL | LONG ISLAND CITY | NY | 11101 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| PROJECT RENEWAL | ||||||||||||
| 200 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10014 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| POLICE ATHLETIC LEAGUE (PAL) | ||||||||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| PHIPPS NEIGHBORHOODS | ||||||||||||
| 902 BROADWAY | NEW YORK | NY | 10010 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS | ||||||||||||
| 1750 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 200363212 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| PEACE OF MIND DOG RESCUE | ||||||||||||
| 615 FOREST AVENUE | PACIFIC GROVE | CA | 93950 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| PAWS | ||||||||||||
| 134 W 29TH STREET | NEW YORK | NY | 10001 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| PARSONSNEW SCHOOL | ||||||||||||
| 66 5TH AVENUE | NEW YORK | NY | 10011 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| PARK CHILDREN'S DAY SCHOOL | ||||||||||||
| 4 WEST 76TH STREET | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $40,250 | ||||||
| NUVANCE HEALTH | ||||||||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 068106099 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000,000 | ||||||
| NEXTGENFACE FOUNDATION | ||||||||||||
| 812 PARK AVENUE | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $30,000 | ||||||
| NEW YORK STEM CELL FOUNDATION | ||||||||||||
| 619 WEST 54TH STREET | NEW YORK | NY | 10019 | PC | GENERAL TAX EXEMPT PURPOSES | $250,000 | ||||||
| NEW YORK PHILLHARMONIC | ||||||||||||
| DAVID GEFFEN HALL 10 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $815,000 | PLAZA | |||||
| NEW YORK HISTORICAL SOCIETY | ||||||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| NEUE GALERIE | ||||||||||||
| 1048 5TH AVENUE | NEW YORK | NY | 10028 | PC | GENERAL TAX EXEMPT PURPOSES | $40,000 | ||||||
| MYRIAD USA - VAUX-LE-VICOMTE GALA | ||||||||||||
| 551 FIFTH AVENUE SUITE 2400 | NEW YORK | NY | 10176 | PC | GENERAL TAX EXEMPT PURPOSES | $12,000 | ||||||
| MUSEUM OF THE CITY OF NEW YORK | ||||||||||||
| 1220 5TH AVENUE | NEW YORK | NY | 10029 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| MUNICIPAL ART SOCIETY OF NEW YORK | ||||||||||||
| 488 MADISON AVE | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| MS PRESIDENT US | ||||||||||||
| PO BOX 238 | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $12,500 | ||||||
| MORGAN LIBRARY & MUSEUM | ||||||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| METROPOLITAN OPERA ASSOCIATION INC | ||||||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $250,000 | ||||||
| MELANOMA RESEARCH ALLIANCE FOUNDATION | ||||||||||||
| 1101 NEW YORK AVE 620 | WASHINGTON | DC | 20005 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000,000 | ||||||
| MANHATTAN CHILDRENS CENTER | ||||||||||||
| 111 W 92ND STREET | NEW YORK | NY | 10025 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| LYMELIGHT FOUNDATION | ||||||||||||
| PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | 1229 BURLINGAME AVENUE SUITE 205 | BURLINGAME | CALIFORNIA | UK | 94010 | |||||
| LOUNSBURY HOUSE | ||||||||||||
| 316 MAIN ST | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $151,000 | ||||||
| LIVE OAKS CHURCH | ||||||||||||
| 11962 CR 101 SUITE 302 | THE VILLAGES | FL | 32162 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| LEO BAECK INSTITUTE | ||||||||||||
| 15 W 16TH STREET | NEW YORK | NY | 10011 | PC | GENERAL TAX EXEMPT PURPOSES | $12,000 | ||||||
| KEELER TAVERN MUSEUM | ||||||||||||
| 152 MAIN ST | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| JANE DOE NO MORE INC | ||||||||||||
| 203 CHURCH ST 4130 | NAUGATUCK | CT | 06770 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| INTERNATIONAL HOUSE | ||||||||||||
| 500 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| HUMAN RIGHTS CAMPAIGN FOUNDATION | ||||||||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | ||||||
| HOT BREAD KITCHEN | ||||||||||||
| 1590 PARK AVE | NEW YORK | NY | 10029 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| HOOVER INSTITUTION | ||||||||||||
| 434 GALVEZ MALL STANFORD UNIVERSITY | STANFORD | CA | 943056003 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| HEALTH ADVOCATES FOR OLDER PEOPLE | ||||||||||||
| 420 LEXINGTON AVENUE SUITE 300 | NEW YORK | NY | 10170 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| HARLEM SCHOOL OF THE ARTS | ||||||||||||
| 645 ST NICHOLAS AVENUE | NEW YORK | NY | 10030 | PC | GENERAL TAX EXEMPT PURPOSES | $175,000 | ||||||
| HARLEM ACADEMY | ||||||||||||
| 1330 5TH AVE | NEW YORK | NY | 10026 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| GUIDE DOG FOUNDATION FOR THE BLIND | ||||||||||||
| EAST 371 JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | PC | GENERAL TAX EXEMPT PURPOSES | $6,000 | ||||||
| GUGGENHEIM MUSEUM | ||||||||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | GENERAL TAX EXEMPT PURPOSES | $425,000 | ||||||
| GRASSROOTS GROCERY | ||||||||||||
| C/O NY COMMUNITY FRIDGE CORP 169 | NEW YORK | NY | 10016 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | MADISON AVENUE SUITE 11147 | |||||
| GODDARD RIVERSIDE COMMUNITY CENTER | ||||||||||||
| 593 COLUMBUS AVENUE | NEW YORK | NY | 10024 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| GERMAN-AMERICAN SCHOLARSHIP ASSOCIATION | ||||||||||||
| QUADRILLE PO BOX 2006 | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $17,000 | ||||||
| GEORGETOWN UNIVERSITY | ||||||||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| FRIENDS OF THE UPPER EAST SIDE HISTORIC DISTRICT | ||||||||||||
| 36 E 68TH STREET | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| FRIENDS OF THE UNITED HATZALAH | ||||||||||||
| 442 5TH AVENUE 1866 | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $120,000 | ||||||
| FRIENDS OF THE MUSEE DES ARTS DECORATIFS | ||||||||||||
| PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | 107 RUE DE RIVOLI | PARIS | FR | 75001 | ||||||
| FRIENDS OF RIDGEFIELDCHIRP | ||||||||||||
| TOWN HALL 400 MAIN STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $30,000 | ||||||
| FRIENDS OF RIDGEFIELD SUZUKI SCHOOL | ||||||||||||
| 223 W MOUNTAIN ROAD | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | ||||||
| FRICK COLLECTION | ||||||||||||
| 1 E 70TH ST | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| FRENCH INSTITUTE ALLIANCE FRANCAISE | ||||||||||||
| 22 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| FRANKLIN LAND TRUST | ||||||||||||
| 5 MECHANIC STREET | SHELBURNE FALLS | MA | 01370 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| FOUNDERS HALL | ||||||||||||
| 120 E 12TH ST | NEW YORK | NY | 10003 | PC | GENERAL TAX EXEMPT PURPOSES | $75,000 | ||||||
| FORDHAM UNIVERSITY (WILLIAM BAKER) | ||||||||||||
| 113 WEST 60TH STREET ROOM 1121 | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| FOOD BANK FOR NEW YORK CITY | ||||||||||||
| 39 BROADWAY | NEW YORK | NY | 10038 | PC | GENERAL TAX EXEMPT PURPOSES | $125,000 | ||||||
| FILMMAKERS COLLABORATIVE SF | ||||||||||||
| 145 NINTH STREET 310 | SAN FRANCISCO | CA | 94103 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| FIDELITY CHARITABLE FUND | ||||||||||||
| 200 SEAPORT BLVD | BOSTON | MA | 02210 | PC | GENERAL TAX EXEMPT PURPOSES | $598,633 | ||||||
| FACES AT NYU LANGONE MEDICAL CENTER | ||||||||||||
| 223 EAST 34TH STREET | NEW YORK | NY | 10016 | PC | GENERAL TAX EXEMPT PURPOSES | $40,000 | ||||||
| ETON COLLEGE AMERICAN FRIENDS OF ETON COLLEGE | ||||||||||||
| 7521 ROYAL OAK DRIVE | MCLEAN | VA | 22102 | PC | GENERAL TAX EXEMPT PURPOSES | $400,000 | ||||||
| EPONA'S PATH INC | ||||||||||||
| 2799 PALM DEER DRIVE | LOXAHATCHEE | FL | 33470 | PC | GENERAL TAX EXEMPT PURPOSES | $40,000 | ||||||
| ENTERTAINMENT 2 AFFECT CHANGE | ||||||||||||
| 2410 HYPERION AVENUE SUITE B | LOS ANGELES | CA | 90027 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| ELYSIUM - BETWEEN TWO CONTINENTS INC | ||||||||||||
| 303 E 83RD STREET 17E | NEW YORK | NY | 10028 | PC | GENERAL TAX EXEMPT PURPOSES | $30,000 | ||||||
| EAST HILL SYNAGOGUE CHESSED FUND | ||||||||||||
| 255 WALNUT STREET | ENGLEWOOD | NJ | 07631 | PC | GENERAL TAX EXEMPT PURPOSES | $500,000 | ||||||
| DWIGHT SCHOOL FOUNDATION | ||||||||||||
| 291 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| DRAWING CENTER (THE) | ||||||||||||
| 35 WOOSTER ST | NEW YORK | NY | 10013 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| CREATIVE STAGE COLLECTIVE | ||||||||||||
| 4915 BROADWAY 6D | NEW YORK | NY | 10034 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| CONVENT OF THE SACRED HEART SCHOOL OF NEW YORK | ||||||||||||
| 1 E 91ST STREET | NEW YORK | NY | 10128 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| COLUMBIA UNIVERSITYDEPT OF OPHTHALMOLOGY | ||||||||||||
| 635 W 165TH STREET 218 | NEW YORK | NY | 10032 | PC | GENERAL TAX EXEMPT PURPOSES | $400,000 | ||||||
| COLUMBIA BUSINESS SCHOOL | ||||||||||||
| 665 W 130TH STREET | NEW YORK | NY | 10027 | PC | GENERAL TAX EXEMPT PURPOSES | $1,750,000 | ||||||
| COHME | ||||||||||||
| 11 BROADWAY 1031 | NEW YORK | NY | 10004 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| CITY HARVEST INC | ||||||||||||
| 5501 2ND STREET | LONG ISLAND CITY | NY | 11101 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| CHELSEA MUSIC FESTIVAL | ||||||||||||
| PARK WEST STATION NUMBER 20435 | NEW YORK | NY | 10025 | PC | GENERAL TAX EXEMPT PURPOSES | $75,000 | ||||||
| CHAMPLAIN AREA TRAILS | ||||||||||||
| 6482 MAIN STREET | WESTPORT | NY | 12993 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| CHALKBEAT | ||||||||||||
| 450 7TH AVENUE 32ND FLOOR | NEW YORK | NY | 10123 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| CENTRAL PARK CONSERVANCY | ||||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| CENTER OF THEOLOGICAL INQUIRY | ||||||||||||
| PO BOX 2072 | PRINCETON | NJ | 08543 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| CATHEDRAL OF ST JOHN THE DEVINE | ||||||||||||
| 1047 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | PC | GENERAL TAX EXEMPT PURPOSES | $53,000 | ||||||
| CANDLELIGHTERS NYC INC | ||||||||||||
| 345 EAST 73RD STREET APT 2L | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| CANCER RESEARCH INSTITUTE | ||||||||||||
| ONE EXCHANGE PLAZA 55 BROADWAY STE | NEW YORK | NY | 10006 | PC | GENERAL TAX EXEMPT PURPOSES | $550,000 | 1802 | |||||
| CAF AMERICA (SEALIFE TRUST ICELAND) | ||||||||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 223142840 | PC | GENERAL TAX EXEMPT PURPOSES | $108,333 | ||||||
| BROADWAY FOR ARTS EDUCATION | ||||||||||||
| 336 WEST 37TH STREET SUITE 500 | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $55,000 | ||||||
| BRICK CHURCH | ||||||||||||
| 1140 PARK AVENUE | NEW YORK | NY | 10128 | PC | GENERAL TAX EXEMPT PURPOSES | $30,000 | ||||||
| BREARLEY SCHOOL | ||||||||||||
| 601 EAST 83RD STREET | NEW YORK | NY | 10028 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| BLUE PATH SERVICE DOGS INC | ||||||||||||
| 8 COUNTRY CLUB ROAD | HOPWELL JUNCTION | NY | 12533 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| BARD COLLEGE | ||||||||||||
| 30 CAMPUS ROAD | ANNANDALEONHUDSON | NY | 12504 | PC | GENERAL TAX EXEMPT PURPOSES | $550,000 | ||||||
| ART21 INC | ||||||||||||
| 133 W 25TH STREET 3E | NEW YORK | NY | 10001 | PC | GENERAL TAX EXEMPT PURPOSES | $250,000 | ||||||
| ANIMAL MEDICAL CENTER | ||||||||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $107,500 | ||||||
| AMERICARES | ||||||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06906 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| AMERICAN SKIN ASSOCIATION | ||||||||||||
| 6 EAST 43RD STREET | NEW YORK | NY | 10017 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||||||
| CENTRAL PARK W 79TH ST | NEW YORK | NY | 10024 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| AMERICAN FRIENDS OF THE SALZBURG EASTER FESTIVAL | ||||||||||||
| 401 EAST 80TH STREET APT 27J | NEW YORK | NY | 10075 | PC | GENERAL TAX EXEMPTS PURPOSES | $10,000 | ||||||
| AMERICAN FEDERATION OF ARTS | ||||||||||||
| 10TH FL 305 E 47TH ST | NEW YORK | NY | 10017 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| AMERICAN BALLET THEATER | ||||||||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| AMERICAN AUSTRIAN FOUNDATION | ||||||||||||
| 150 E 42ND ST 28TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL TAX EXEMPT PURPOSES | $30,000 | ||||||
| AMERICAN ACADEMY IN BERLIN | ||||||||||||
| PC | GENERAL TAX EXEMPT PURPOSES | $2,251,913 | 17-19 AM SANDWERDER | BERLIN GERMANY | GM | 14109 | ||||||
| ACT OF CONNECTICUT INC | ||||||||||||
| 63 HIGH RIDGE AVENUE | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $500,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,103,179 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,150,546 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,413 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,508,436 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,672,395 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,672,395 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| DENISE AND MICHAEL KELLEN FOUNDATION INC | ||||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10105 | 2023-04-06 | $500,000,000 | CAPITAL ENDOWMENT GRANT TO SUPPORT FOUNDATION'S CHARITABLE MISSION. | $0 | NONE NOTED. | 11/15/24 | FUNDS ARE BEING UTILIZED AS PER THE TERMS OF THE ENDOWMENT GRANT AGREEMENT |
| MARINA KELLEN FRENCH FOUNDATION INC | ||||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10105 | 2023-04-06 | $500,000,000 | CAPITAL ENDOWMENT GRANT TO SUPPORT FOUNDATION'S CHARITABLE MISSION. | $0 | NONE NOTED. | 11/15/24 | FUNDS ARE BEING UTILIZED AS PER THE TERMS OF THE ENDOWMENT GRANT AGREEMENT |
| DENISE AND MICHAEL KELLEN FOUNDATION INC | ||||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10105 | 2023-08-25 | $7,572,654 | CAPITAL ENDOWMENT GRANT TO SUPPORT FOUNDATION'S CHARITABLE MISSION. | $0 | NONE NOTED. | 11/15/24 | FUNDS ARE BEING UTILIZED AS PER THE TERMS OF THE ENDOWMENT GRANT AGREEMENT |
| MARINA KELLEN FRENCH FOUNDATION INC | ||||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10105 | 2023-08-25 | $7,572,654 | CAPITAL ENDOWMENT GRANT TO SUPPORT FOUNDATION'S CHARITABLE MISSION. | $0 | NONE NOTED. | 11/15/24 | FUNDS ARE BEING UTILIZED AS PER THE TERMS OF THE ENDOWMENT GRANT AGREEMENT |
| DENISE AND MICHAEL KELLEN FOUNDATION INC | ||||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10105 | 2023-08-25 | $124,896,110 | CAPITAL ENDOWMENT GRANT TO SUPPORT FOUNDATION'S CHARITABLE MISSION. | $0 | NONE NOTED. | 11/15/24 | FUNDS ARE BEING UTILIZED AS PER THE TERMS OF THE ENDOWMENT GRANT AGREEMENT |
| MARINA KELLEN FRENCH FOUNDATION INC | ||||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10105 | 2023-08-25 | $124,896,110 | CAPITAL ENDOWMENT GRANT TO SUPPORT FOUNDATION'S CHARITABLE MISSION. | $0 | NONE NOTED. | 11/15/24 | FUNDS ARE BEING UTILIZED AS PER THE TERMS OF THE ENDOWMENT GRANT AGREEMENT |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP INTERESTS AND ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,141,014 | BookValueAmt |
| EOYFMV | $7,964,898 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,275 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,275 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER TANGIBLE ASSETS | Desc |
| BOY Book Value | $39,050,650 | BOYBookValueAmt |
| EOY Book Value | $39,050,650 | EOYBookValueAmt |
| EOYFMV | $39,050,650 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE AND BANK FEES | $28,177 | $28,177 | $0 |
| FILING FEES | $1,500 | $0 | $1,500 |
| INSURANCE | $72,568 | $0 | $72,568 |
| MANAGEMENT ADVISORY FEES | $500,000 | $500,000 | $0 |
| NON-DEDUCTIBLE EXPENSES | $347 | $0 | $0 |
| LOSS FROM PARTNERSHIPS | $591,769 | $591,769 | $0 |
| DUES AND SUBSCRIPTIONS | $764 | $0 | $764 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CA TAX REFUND | $8,900 | $0 | $8,900 |
| PARTNERSHIP INCOME | $4,513 | $0 | $4,513 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT FOR DONATED SECURITIES | Desc |
| Amt | $5,729,159 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE FEES | $3,433 | $0 | $3,433 |
| OTHER PROFESSIONAL FEES | $29,615 | $0 | $29,615 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $18,825 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,825 | DisbursementsCharitablePrpsAmt |
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