THE TOW FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE TOW FOUNDATION INC (EIN 06-6484045)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-25
IRS object ID
202612379349100301
Schema version
2025v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-25T05:29:00-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN333709623PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 FINANCIAL PLAZA 755 MAIN ST STEAddressLine1Txt
Address Line21100AddressLine2Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066484045EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TOW FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTOWFBusinessNameControlTxt
Phone2037616604PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 LOCUST AVENUE STE 1AddressLine1Txt
CityNEW CANAANCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068404737ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMILY TOWPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2035944121PhoneNum
Signature2026-08-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI ROTHE YOKOBOSKYPreparerPersonNm
PTINP01273422PTIN
Phone9592007000PhoneNum
Preparation2026-08-06PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$415,853,320FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$413,255ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,231,643InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,231,625InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,995,613DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,995,613DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,150,494NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$123,489,403GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,150,494CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$41,760,423OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,464,328OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$56,551,428TotalRevAndExpnssAmt
Total Net Invst Incm$16,842,060TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$710,016CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$108,714CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$601,302CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,537,386OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$76,250OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,461,136OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$342,363PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$20,883PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$321,480PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$140,212LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$140,212LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,770AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,385AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,385AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,266,167OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,213,541OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,052,626OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$194,303TaxesRevAndExpnssAmt
Taxes Net Invst Incm$903TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$537DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$243,123OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$243,123OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$171,986TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$171,986TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$5,303PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$5,303PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,219,702OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$906,048OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$271,558OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,847,868TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,334,724TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,277,111TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,839,114ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,839,114ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,686,982TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,334,724TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,116,225TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,864,446ExcessRevenueOverExpensesAmt
Net Investment Income$14,507,336NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$594,794CashBOYAmt
Cash EOY$1,966,527CashEOYAmt
Cash EOYFMV$1,966,527CashEOYFMVAmt
Sav And Temp Cash Invst BOY$11,546,109SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,769,285SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,769,285SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$72,144,399USGovernmentObligationsBOYAmt
US Government Obligations EOY$106,068,266USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$106,493,856USGovtObligationsEOYFMVAmt
Corporate Stock BOY$49,118,936CorporateStockBOYAmt
Corporate Stock EOY$49,877,823CorporateStockEOYAmt
Corporate Stock EOYFMV$114,417,359CorporateStockEOYFMVAmt
Corporate Bonds BOY$68,916,517CorporateBondsBOYAmt
Corporate Bonds EOY$66,903,584CorporateBondsEOYAmt
Corporate Bonds EOYFMV$68,141,901CorporateBondsEOYFMVAmt
Other Investments BOY$81,993,183OtherInvestmentsBOYAmt
Other Investments EOY$85,695,639OtherInvestmentsEOYAmt
Other Investments EOYFMV$121,041,325OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$152,065LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$128,998LandBldgEquipAccumDeprecAmt
Land BOY$23,603LandBOYAmt
Land EOY$23,067LandEOYAmt
Land EOYFMV$23,067LandEOYFMVAmt
Other Assets BOY$27,107,125OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$311,444,666TotalAssetsBOYAmt
Total Assets EOY$314,304,191TotalAssetsEOYAmt
Total Assets EOYFMV$415,853,320TotalAssetsEOYFMVAmt
Other Liabilities BOY$67,839OtherLiabilitiesBOYAmt
Other Liabilities EOY$62,918OtherLiabilitiesEOYAmt
Total Liabilities BOY$67,839TotalLiabilitiesBOYAmt
Total Liabilities EOY$62,918TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$311,376,827CapitalStockBOYAmt
Capital Stock EOY$314,241,273CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$311,376,827TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$314,241,273TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$311,444,666TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$314,304,191TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$311,376,827TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,864,446ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$314,241,273SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$314,241,273TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - MERRILL LYNCHP$12,427,042$12,064,174$362,868$362,868
PUBLICLY TRADED SECURITIES - DEUTSCHE BANKP$92,977,361$89,127,646$3,849,715$3,849,715
PUBLICLY TRADED SECURITIES - VANGUARDP$18,085,000$17,147,089$937,911$937,911
FieldValueIRS element (for citing)
Capital Gain Net Income$5,150,494CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$201,652InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$201,652SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$201,652TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$206,175EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$206,175TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,523OverpaymentAmt
Applied To ES Tax$4,523AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SUSAN RANSDENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2037616604PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line150 LOCUST AVENUE STE 1AddressLine1Txt
CityNEW CANAANCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068404737ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AMY LEFKOF
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840SECRETARY3.00$0$0$0
ANDREW TOW
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840VICE CHAIR2.00$0$0$0
BENJAMIN JACKSON
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840DIRECTOR2.00$0$0$0
DAVID TOBIAS
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840ASSISTANT TREASURER3.00$0$0$0
EMILY TOW
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840PRESIDENT/ VICE CHAIR40.00$395,386$63,220$0
FRANK TOW
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840CHAIR5.00$0$0$0
HOPE JACKSON
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840DIRECTOR2.00$0$0$0
LEONARD TOW DECEASED
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840CHAIRMAN5.00$0$0$0
MOLLY TOW
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840DIRECTOR2.00$0$0$0
OLIVIA TOW
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840DIRECTOR2.00$0$0$0
SCOTT SCHNEIDER
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840TREASURER5.00$0$0$0
SUSAN RANSDEN
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840ASSISTANT SECRETARY40.00$187,276$64,135$0
TERESA LAW
C/O THE TOW FOUNDATION 50 LOCUSTAVENUENEW CANAANCT06840DIRECTOR2.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MEGHAN LOWNEY
C/O THE TOW FOUNDATION 50 LOCUSTAVENEW CANAANCT06840VP OF STRATEGY & IMP40.00$233,015$31,511$0
NADIA ALIA
C/O THE TOW FOUNDATION 50 LOCUSTAVENEW CANAANCT06840VP OF OPERATIONS40.00$185,053$39,626$0
DIANE SIERPINA
C/O THE TOW FOUNDATION 50 LOCUSTAVENEW CANAANCT06840PROGRAM DIRECTOR40.00$186,626$18,544$0
EILEEN C WISEMAN
C/O THE TOW FOUNDATION 50 LOCUSTAVENEW CANAANCT06840PROGRAM DIRECTOR40.00$185,000$10,191$0
KATHRYN LOCKHART
C/O THE TOW FOUNDATION 50 LOCUSTAVENEW CANAANCT06840EXEC ASSISTANT TO TH40.00$126,000$588$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k5OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
CITIBANK FEES
50 SUNNYSIDE AVEHEMPSTEADNY115506425INVESTMENT MANAGER$572,325
DEUTSCHE BANK
COLUMBUS CIRCLE 1NEW YORKNY10019INVESTMENT MANAGER$329,902
SOCIAL STRATEGY ASSOCIATES LLC
3 COURT SQUARE 5110LONG ISLAND CITYNY11101STRATEGIC CONSULTANTS$314,675
MERRILL LYNCH TRUST CO
1300 MERRILL LYNCH DRPENNINGTONNJ08534INVESTMENT MANAGER$311,293
KMSG STRATEGIES LLC
477 MADISON AVENUENEW YORKNY10022COMMUNICATIONS AND GRANTEE SUPPORT SERVICES$232,020
FieldValueIRS element (for citing)
Contractor Paid Over50k7ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$360,057,341AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,989,260AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$27,537,453FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$397,584,054TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$397,584,054AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,963,761CashDeemedCharitableAmt
Net Vl Noncharitable Assets$391,620,293NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,581,015MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,581,015MinimumInvestmentReturnAmt
Tax Based On Investment Income$201,652TaxBasedOnInvestmentIncomeAmt
Total Tax$201,652TotalTaxAmt
Distributable Before Adj$19,379,363DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$19,379,363DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$19,379,363DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,116,225ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$51,116,225QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,379,363DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$10,341,434ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,544,343ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,098,795ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,186,766ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,333,835ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$37,505,173TotalExcessDistributionCyovAmt
Qualifying Distributions$51,116,225QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,379,363AppliedToCurrentYearAmt
Remaining Distri From Corpus$31,736,862RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$69,242,035TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$10,341,434ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$58,900,601ExcessDistriCyovToNextYrAmt
Excess From Year4$5,544,343ExcessFromYear4Amt
Excess From Year3$4,098,795ExcessFromYear3Amt
Excess From Year2$8,186,766ExcessFromYear2Amt
Excess From Year1$9,333,835ExcessFromYear1Amt
Excess From Current Year$31,736,862ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLEONARD TOW DECEASEDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (206 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AFRICAN CARIBBEAN AMERICAN PARENTS OF CHILDREN WITH DISABILITY INC
49 WOODLAND STREETHARTFORDCT06105PCGENERAL OPERATING SUPPORT$25,000
ALLIANCE OF FAMILIES FOR JUSTICE
8 W 126TH ST 3RD FLOORNEW YORKNY10027PCGENERAL OPERATING SUPPORT$50,000
ALS ASSOCIATION GREATER NEW YORK CHAPTER
42 BROADWAY SUITE 1724NEW YORKNY10004PCTHE LOU GEHRIG LEGACY GALA$11,100
AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF CONNECTICUT
765 ASYLUM AVENUEHARTFORDCT06105PCGENERAL OPERATING SUPPORT$200,000
AMERICAN THEATRE WING INC
58 WEST 40TH STREET 7TH FLOORNEW YORKNY10018PCANNUAL FALL GALA$11,750
BARD COLLEGE
BPI PO BOX 5000ANNANDALEONHUDSONNY12504PCTHE LEONARD AND CLAIRE TOW CHAIR IN DEMOCRACY AND EDUCATION$500,000
BARD COLLEGE
BPI PO BOX 5000ANNANDALEONHUDSONNY12504PCGENERAL OPERATING SUPPORT$150,000
BARD COLLEGE
BPI PO BOX 5000ANNANDALEONHUDSONNY12504PCBPI PUBLIC HEALTH FELLOWSHIP$125,000
BETTER ANGELS SOCIETY
5185 MACARTHUR BLVD SUITE 570WASHINGTONDC20016PCKEN BURNS FILM: CRIME AND PUNISHMENT IN AMERICA$500,000
BROOKLYN COLLEGE FOUNDATION INC
2900 BEDFORD AVENUEBROOKLYNNY11210PCTOW FUND FOR EXCELLENCE$200,000
BROOKLYN COLLEGE FOUNDATION INC
2900 BEDFORD AVENUEBROOKLYNNY11210PCTANIA LEON CHAIR$300,000
BROOKLYN COLLEGE FOUNDATION INC
2900 BEDFORD AVENUEBROOKLYNNY11210PCTOW MENTORING INITIATIVE$500,000
BROOKLYN COLLEGE FOUNDATION INC
2900 BEDFORD AVENUEBROOKLYNNY11210PCICAP/BROOKLYN COLLEGE SUMMER PROGRAM$40,170
BUILDING ONE COMMUNITY CORP
75 SELLECK STREETSTAMFORDCT06902PCWORKFORCE DEVELOPMENT PROGRAM GIFT CARDS$775
BUSINESS CAPACITY DEVELOPMENT ALLIANCE
500 7TH AVENUE 8TH FLOORNEW YORKNY10018PCCANARY IMPACT$100,000
CAMPAIGN FOR THE FAIR SENTENCING OF YOUTH
1319 F ST NW SUITE 303WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$250,000
CAMPAIGN FOR THE FAIR SENTENCING OF YOUTH
1319 F ST NW SUITE 303WASHINGTONDC20004PCFREEDOM CELEBRATION GALA$100,000
CAREER RESOURCES INC
350 FAIRFIELD AVENUEBRIDGEPORTCT06604PCLEADERSHIP TRAINING$1,250
CATALYST CT
2470 FAIRFIELD AVENUEBRIDGEPORTCT06605PCAMPLIFYING RESIDENT VOICES$333,250
CATALYST CT
2470 FAIRFIELD AVENUEBRIDGEPORTCT06605PCGENERAL OPERATING SUPPORT$100,000
CENTER FOR CHILDREN'S ADVOCACY INC
65 ELIZABETH STREETHARTFORDCT06105PCGENERAL OPERATING SUPPORT$200,000
CENTER FOR COMMUNITY ALTERNATIVES
115 EAST JEFFERSON STREETSYRACUSENY13202PCGENERAL OPERATING SUPPORT$100,000
CENTER FOR COMMUNITY ALTERNATIVES
115 EAST JEFFERSON STREETSYRACUSENY13202PCGENERAL OPERATING SUPPORT$50,000
CENTER FOR EMPLOYMENT OPPORTUNITIES INC
50 BROADWAY 16TH FLOORNEW YORKNY10004PCNY RETURNING CITIZENS STIMULUS CAMPAIGN (NYRCS)$100,000
CHILD HEALTH AND DEVELOPMENT INSTITUTE OF CONNECTICUT
270 FARMINGTON AVEFARMINGTONCT06032PCGENERAL OPERATING SUPPORT$250,000
CHILDRENS DEFENSE FUND
815 SECOND AVENUE 8TH FLNEW YORKNY10017PCCHILDREN'S DEFENSE FUND-NY$100,000
CHILMARK TOWN AFFAIRS COUNCIL INC
PO BOX 29CHILMARKMA02535PCMARTHA'S VINEYARD BOOK FESTIVAL$2,500
CHURCH WORLD SERVICE INC
PO BOX 5385GREENSBORONC27435PCCWS GREENSBORO SUPPORT$200,000
CIVIC NEWS COMPANY
450 7TH AVENUE 32ND FLOORNEW YORKNY10123PCGENERAL OPERATING SUPPORT$300,000
CIVIL RIGHTS CORPS
1601 CONNECTICUT AVE NW 8TH FLOORWASHINGTONDC20009PCGENERAL OPERATING SUPPORT$250,000
CIVIL RIGHTS CORPS
1601 CONNECTICUT AVE NW 8TH FLOORWASHINGTONDC20009PCHUB FOR INNOVATIVE LAW OFFICES$150,000
CLUBBED THUMB INC
440 LAFAYETTE ST 4TH FLNEW YORKNY100036919PCNEW PLAY DIRECTING FELLOWSHIP$50,000
COALITION FOR JUVENILE JUSTICE
1629 K STREET NW SUITE 300WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$50,000
COMMITTEE TO PROTECT JOURNALISTS INC
330 7TH AVENUE 11TH FLOORNEW YORKNY100015010PCGENERAL OPERATING SUPPORT$150,000
COMMON JUSTICE INC
PO BOX 25131BROOKLYNNY11202PCGENERAL OPERATING SUPPORT$75,000
COMMUNITY PARTNERS IN ACTION INC
110 BARTHOLOMEW AVENUE SUITE 3010HARTFORDCT06106PCGENERAL OPERATING SUPPORT$75,000
COMMUNITY PARTNERS IN ACTION INC
110 BARTHOLOMEW AVENUE SUITE 3010HARTFORDCT06106PCHOLIDAY GIFTS FOR YOUTH$3,000
COMMUNITY RESOURCES FOR JUSTICE
355 BOYLSTON STBOSTONMA02116PCFAMILY REENTRY PROGRAM$100,000
CONGREGATIONS LINKED IN URBAN STRATEGY TO EFFECT RENEWAL INC
28 WELLS AVENUE 4TH FLOORYONKERSNY10701PCRESTORATIVE JUSTICE INITIATIVE$50,000
CONNECTICUT CHILDREN'S FOUNDATION INC
282 WASHINGTON STREETHARTFORDCT06106PCSTRENGTHENING THE CONNECTIONS TO OPPORTUNITIES FOR PREVENTION ENGAGEMENT (SCOPE)$500,000
CONNECTICUT COALITION TO END HOMELESSNESS INC
257 LAWRENCE STREETHARTFORDCT06106PCGENERAL OPERATING SUPPORT$50,000
CONNECTICUT COUNCIL FOR PHILANTHROPY
75 CHARTER OAK AVE SUITE 1-205HARTFORDCT06106PCSUPPORTING ORGANIZING WORK - CT$50,000
CONNECTICUT COUNCIL FOR PHILANTHROPY
75 CHARTER OAK AVE SUITE 1-205HARTFORDCT06106PCGENERAL OPERATING SUPPORT$5,865
CONNECTICUT COUNCIL FOR PHILANTHROPY
75 CHARTER OAK AVE SUITE 1-205HARTFORDCT06106PCANNUAL CONFERENCE$6,603
CONNECTICUT LEGAL SERVICES INC
62 WASHINGTON STREET 4TH FLOORMIDDLETOWNCT06457PCGENERAL OPERATING SUPPORT$40,000
CONNECTICUT NEWS PROJECT INC
1049 ASYLUM AVENUEHARTFORDCT06105PCGENERAL OPERATING SUPPORT$100,000
CONNECTICUT PUBLIC BROADCASTING INC
1049 ASYLUM AVEHARTFORDCT06105PCTHE ACCOUNTABILITY PROJECT$125,000
CONNECTICUT VOICES FOR CHILDREN INC
33 WHITNEY AVENUENEW HAVENCT06510PCGENERAL OPERATING SUPPORT$50,000
CONNECTICUT YOUTH SERVICES ASSOCIATION
PO BOX 551GLASTONBURYCT06033PCGENERAL OPERATING SUPPORT$40,000
CORRECTIONAL ASSOCIATION OF NEW YORK
PO BOX 793BROOKLYNNY11207PCGENERAL OPERATING SUPPORT$75,000
COUNCIL ON CRIMINAL JUSTICE INC
700 PENNSYLVANIA AVE SE SUITE 2108WASHINGTONDC20003PCTASK FORCE ON ARTIFICIAL INTELLIGENCE IN CRIMINAL JUSTICE$300,000
CRAIG NEWMARK GRADUATE SCHOOL OF JOURNALISM CUNY FOUNDATION INC
219 WEST 40TH STREETNEW YORKNY10018PCTOW PROFESSORSHIPS$50,000
CRAIG NEWMARK GRADUATE SCHOOL OF JOURNALISM CUNY FOUNDATION INC
219 WEST 40TH STREETNEW YORKNY10018PCRELAUNCH OF THE TOW-KNIGHT CENTER$500,000
CRAIG NEWMARK GRADUATE SCHOOL OF JOURNALISM CUNY FOUNDATION INC
219 WEST 40TH STREETNEW YORKNY10018PCSTEPHEN B. SHEPARD PRIZE FOR INVESTIGATIVE REPORTING ANNUAL AWARDS$5,000
DOMUS KIDS INC
83 LOCKWOOD AVENUESTAMFORDCT06902PCGENERAL OPERATING SUPPORT$100,000
DRUG POLICY ALLIANCE
131 WEST 33RD STREET 15TH FLOORNEW YORKNY10001PCNEW YORK OFFICE EFFORTS$50,000
DWIGHT HALL AT YALE
178 TEMPLE STNEW HAVENCT06511PCFULL CITIZENS COALITION$50,000
DWIGHT HALL AT YALE
CENTER FOR PUBLIC SERVICE ANDNEW HAVENCT06520PCYALE PRISON EDUCATION INITIATIVE$100,000SOCIAL JUSTICE PO BOX 209008
EMERGING PRACTITIONERS IN PHILANTHROPY
PO BOX 3514PMB 33597NEW YORKNY10008PCGENERAL OPERATING SUPPORT$6,750
FORTUNE SOCIETY INC
29-76 NORTHERN BOULEVARDLONG ISLAND CITYNY11101PCGENERAL OPERATING SUPPORT$100,000
FOSTER FORWARD
146 BOULEVARDSCARSDALENY10583PCYOUTH TRANSITION FUNDERS GROUP$15,000
FOSTERING MEDIA CONNECTIONS
PO BOX 861928LOS ANGELESCA90086PCTHE IMPRINT'S UPSTATE YOUTH JUSTICE MEDIA COVERAGE$40,000
FOUNTAIN HOUSE INC
425 WEST 47TH STREETNEW YORKNY10036PCGENERAL OPERATING SUPPORT$150,000
FOUNTAIN HOUSE INC
425 WEST 47TH STREETNEW YORKNY10036PCGENERAL OPERATING SUPPORT$150,000
FREDERICK DOUGLASS PROJECT FOR JUSTICE INC
5636 CONNECTICUT AVENUE NORTHWESTWASHINGTONDC20015PCGENERAL OPERATING SUPPORT$100,000
FREEDOM READS INC
2666 STATE STREET SUITE 5AHAMDENCT06517PCGENERAL OPERATING SUPPORT$50,000
FUND FOR THE CITY OF NEW YORK INC
605 WEST 113TH STREET SUITE 1NEW YORKNY10025PCVITAL CITY$100,000
GIRLTREK INCORPORATED
530 S UNION STMONTGOMERYAL36104PCGENERAL OPERATING SUPPORT$200,000
GLOBAL IMPACT
2300 N ST NW SUITE 501AWASHINGTONDC20037PCONE FOR JUSTICE$100,000
GLOBAL IMPACT
2300 N ST NW SUITE 501AWASHINGTONDC20037PCONE FOR JUSTICE$100,000
GOOD CALL NYC CO
7 MARCUS GARVEY BLVD SUITE 445BROOKLYNNY11206PCGENERAL OPERATING SUPPORT$75,000
GOOD NATION FOUNDATION INC
520 EIGHTH AVENUE 20TH FLOORNEW YORKNY10018PCNY YOUTH JUSTICE INITIATIVE$5,000
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1310 L STREET SUITE 650WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$8,500
HOMEBOY INDUSTRIES
130 W BRUNO STLOS ANGELESCA90033PCGENERAL OPERATING SUPPORT$334,000
HOMEBRIDGE VENTURES INC
330 BREWSTER STBRIDGEPORTCT06605PCGENERAL OPERATING SUPPORT$25,000
HOUR CHILDREN INC
36-11 12TH STREETLONG ISLAND CITYNY11106PCGENERAL OPERATING SUPPORT$50,000
HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC
PO BOX 862OSSININGNY105620862PCGENERAL OPERATING SUPPORT$150,000
HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC
PO BOX 862OSSININGNY105620862PCSPRING BENEFIT GALA$350
IMMIGRANT JUSTICE CORPS
17 BATTERY PLACE SUITE 331NEW YORKNY10004PCGENERAL OPERATING SUPPORT$1,000,000
INDIESPACE INC
48-15 28TH AVENUEASTORIANY111031118PCGENERAL OPERATING SUPPORT$75,000
JOHN JAY COLLEGE FOUNDATION INC
524 WEST 59TH STREETNEW YORKNY10019PCFUTURE OF PUBLIC SAFETY INITIATIVE$250,000
JUSTICE INNOVATION INC
520 EIGHTH AVENUE 18TH FLOORNEW YORKNY10018PCGENERAL OPERATING SUPPORT$250,000
JUSTICE INNOVATION INC
520 EIGHTH AVENUE 18TH FLOORNEW YORKNY10018PCGENERAL OPERATING SUPPORT$250,000
JUSTLEADERSHIPUSA INC
2266 5TH AVENUE 1730NEW YORKNY10037PCGENERAL OPERATING SUPPORT$100,000
JUVENILE LAW CENTER
1800 JFK BLVD SUITE 1900BPHILADELPHIAPA19103PC50TH ANNIVERSARY GALA$9,640
JUVENILE LAW CENTER
1800 JFK BLVD SUITE 1900BPHILADELPHIAPA19103PCGENERAL OPERATING SUPPORT$100,000
KATAL CENTER FOR EQUITY HEALTH AND JUSTICE INC
30 LAUREL STREET 2ND FLOORHARTFORDCT06106PCGENERAL OPERATING SUPPORT$100,000
KIDS IN CRISIS INC
1 SALEM STREETCOS COBCT06807PCGENERAL OPERATING SUPPORT$35,000
LEGAL ACTION CENTER OF THE CITY OF NEW YORK INC
39 BROADWAY 26TH FLOORNEW YORKNY10006PCGENERAL OPERATING SUPPORT$100,000
LINCOLN CENTER FOR THE PERFORMING ARTS INC
70 LINCOLN CENTER PLAZANEW YORKNY10023PCWEST PROJECT CAPITAL CAMPAIGN$1,000,000
MEDIA IMPACT FUNDERS INC
200 WEST WASHINGTON SQUARE SUITEPHILADELPHIAPA19106PCGENERAL OPERATING SUPPORT$7,500220
MEDICAL JUSTICE ALLIANCE INC
30 W 90TH STREET APT 7DNEW YORKNY10024PCGENERAL OPERATING SUPPORT$150,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
633 THIRD AVENUE 5TH FLOORNEW YORKNY10017PCTHE INITIATIVE IN RADIOTHERANOSTICS$1,600,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
633 THIRD AVENUE 5TH FLOORNEW YORKNY10017PCDERMATOLOGY SKIN INFORMATICS PROGRAM$300,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
633 THIRD AVENUE 5TH FLOORNEW YORKNY10017PCTHE TOW INITIATIVE IN COMPUTATIONAL IMMUNO-ONCOLOGY$1,200,000
MIXTECO INDIGENA COMMUNITY ORGANIZING PROJECT
135 MAGNOLIAOXNARDCA93030PCGENERAL OPERATING SUPPORT$334,000
MOCKINGBIRD INCUBATOR
139 MACDOUGAL STREETNEW YORKNY10012PCLEGAL EMPOWERMENT ADVOCACY HUB (LEAH)$75,000
NATIONAL BLACK THEATER WORKSHOP INC
2031 NATIONAL BLACK THEATRE WAYNEW YORKNY10035PCSOUL DIRECTOR RESIDENCY$50,000
NATIONAL BLACK THEATER WORKSHOP INC
2031 NATIONAL BLACK THEATRE WAYNEW YORKNY10035PCGENERAL OPERATING SUPPORT$500,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY INC
1667 K STREET NW SUITE 550WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$10,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
GREATER DELAWARE VALLEY CHAPTER 30PHILADELPHIAPA19103PCGENERAL OPERATING SUPPORT$265S 17TH STREET SUITE 800
NATIONAL YOUTH JUSTICE NETWORK
1200 G STREET NW SUITE 800WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$150,000
NEW VENTURE FUND
1201 CONNECTICUT AVE NW 300WASHINGTONDC20036PCCOMMUNITIES FOR JUST SCHOOLS FUND$334,000
NEW YORK CITY ENVIRONMENTAL JUSTICE ALLIANCE INC
462 36TH STREET 3RD FLOORBROOKLYNNY11232PCRENEWABLE RIKERS$150,000
NEW YORK CITY PARENTS OF LESBIANS AND GAY MEN INC
154 CHRISTOPHER STREETNEW YORKNY10014PCANNUAL GALA$5,000
NEW YORK FOCUS NEWS
361 WARREN STREETBROOKLYNNY11201PCGENERAL OPERATING SUPPORT$150,000
NEW YORK GENOME CENTER INC
101 AVENUE OF THE AMERICAS 7THNEW YORKNY10013PCWOMEN'S GENETICS CENTER$1,400,000FLOOR
NEW YORK PUBLIC RADIO
160 VARICK STREETNEW YORKNY10013PCEARLY CAREER JOURNALIST FELLOWSHIPS$300,000
NEW YORK PUBLIC RADIO
160 VARICK STREETNEW YORKNY10013PCANNUAL GALA$22,700
NEW YORK SHAKESPEARE FESTIVAL
425 LAFAYETTE STREETNEW YORKNY10003PCTHE PUBLIC THEATER'S CAPITAL CAMPAIGN$500,000
NEW YORK SHAKESPEARE FESTIVAL
425 LAFAYETTE STREETNEW YORKNY10003PCGENERAL OPERATING SUPPORT$300,000
NEW YORK STATE COMMUNITY ARCH
161 INTREPID LNSYRACUSENY13205PCWELLNESS WORKFORCE COLLABORATIVE$334,000
NEW YORK WOMENS FOUNDATION
39 BROADWAY 33RD FLOORNEW YORKNY10006PCTHE JUSTICE FUND$100,000
NORWALK HOSPITAL ASSOCIATION
34 MAPLE STREETNORWALKCT068503815PCTHE CLAIRE TOW INTENSIVE CARE UNIT (ICU) AT NORWALK HOSPITAL$600,000
NORWALK HOSPITAL ASSOCIATION
34 MAPLE STREETNORWALKCT068503815PCPULMONARY FELLOWSHIP PROGRAM$400,000
NOW MATTERS NOW
1915 140TH AVE NE STE D2BELLEVUEWA980052347PCGENERAL OPERATING SUPPORT$415,000
NUNCHI HEALTH
46 BARNESON AVE APT 3SAN MATEOCA94402PCGENERAL OPERATING SUPPORT$212,000
OSBORNE ASSOCIATION INC
175 REMSEN ST 8TH FLOORBROOKLYNNY11201PCGENERAL OPERATING SUPPORT$100,000
OUR CHILDREN'S TRUST
PO BOX 5181EUGENEOR97405PCGENERAL OPERATING SUPPORT$334,000
OUR PIECE OF THE PIE INC
20-28 SARGEANT STREETHARTFORDCT06105PCGENERAL OPERATING SUPPORT$35,000
PARTNERS FOR JUSTICE INC
244 FIFTH AVENUE SUITE R277NEW YORKNY10001PCEXPANDING PUBLIC DEFENSE IN ALBANY COUNTY$50,000
PEAK GRANTMAKING INC
1701 PENNSYLVANIA AVENUE NORTHWESTWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$2,250SUITE 200
PEN AMERICAN CENTER INC
120 BROADWAY 26TH FLOOR NORTHNEW YORKNY10271PCGENERAL OPERATING SUPPORT$100,000
PHILANTHROPY NEW YORK INC
320 EAST 43RD STREETNEW YORKNY10017PCGENERAL OPERATING SUPPORT$21,150
PHILANTHROPY NEW YORK INC
320 EAST 43RD STREETNEW YORKNY10017PCSING SING FILM SCREENING CATERING$3,000
PRISON COMMUNITIES INTERNATIONAL INC
735 ANDERSON HILL ROADPURCHASENY10577PCGENERAL OPERATING SUPPORT$100,000
RECIDIVIZ INC
1322 WEBSTER STREET SUITE 402OAKLANDCA94612PCGENERAL OPERATING SUPPORT$250,000
RENAISSANCE PHILANTHROPY FUND
42 BROADWAY 12TH FLNEW YORKNY10004PCGENERAL OPERATING SUPPORT$150,000
REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS
PO BOX 34176WASHINGTONDC20043PCGENERAL OPERATING SUPPORT$150,000
RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK
524 WEST 59TH STREET ROOM 623TNEW YORKNY10019PCTOW ADVOCACY FELLOWSHIP INITIATIVE$330,000
RIVET GLOBAL INC
30 HECLA STREETBOSTONMA02122PCGENERAL OPERATING SUPPORT$250,000
ROBIN HOOD FOUNDATION
826 BROADWAY FLOOR 9NEW YORKNY10003PCHUNGER PROGRAMS$200,000
ROBIN HOOD FOUNDATION
826 BROADWAY FLOOR 9NEW YORKNY10003PCHUNGER PROGRAMS$200,000
ROCA INC
101 PARK STREETCHELSEAMA02150PCHARTFORD YOUNG WOMENS PROGRAM$150,000
ROUNDABOUT THEATRE COMPANY INC
231 W 39TH STREET SUITE 1200NEW YORKNY10018PCDIRECTING FELLOWSHIP & DIRECTORS GROUP$50,000
SANCTUARY FOR FAMILIES INC
PO BOX 1406 WALL STREET STATIONNEW YORKNY10268PCINCARCERATED GENDER VIOLENCE SURVIVORS INITIATIVE (IGVSI)$200,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS INC
23564 CALABASAS ROAD SUITE 201CALABASASCA91302PCRELEASE AGING PEOPLE IN PRISON CAMPAIGN$75,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS INC
23564 CALABASAS ROAD SUITE 201CALABASASCA91302PCCONNECTICUT JUSTICE ALLIANCE$100,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS INC
23564 CALABASAS ROAD SUITE 201CALABASASCA91302PCJUSTICE ADVISORS PROGRAM$1,500
SOHO REPERTORY THEATRE INC
401 BROADWAY SUITE 300NEW YORKNY10013PCGALA$18,925
SOLUTIONS JOURNALISM NETWORK INC
115 E 34TH STREET 1806NEW YORKNY10156PCGENERAL OPERATING SUPPORT$150,000
ST ANNS WAREHOUSE INC
45 WATER STREETBROOKLYNNY11201PCGENERAL OPERATING SUPPORT$75,000
ST LUKE'S-ROOSEVELT HOSPITAL CENTER
1 GUSTAVE L LEVY PLACE BOX 1049NEW YORKNY10029PCCARES PROGRAM$334,000
TAPESTRY FAMILY SERVICES
169 MASON ST STE 300UKIAHCA95482PCGENERAL OPERATING SUPPORT$334,000
THE ARNOLD GOLD FOUNDATION
619 PALISADE AVENUE 2ND FLOORENGLEWOOD CLIFFSNJ07632PCANNUAL GALA$30,000
THE CITY UNIVERSITY OF NEW YORK SCHOOL OF LAW FOUNDATION INC
2 COURT SQUARE WESTLONG ISLAND CITYNY11101PCSECOND LOOK PROJECT NY PROGRAMMATIC STAFF RETENTION$100,000
THE FOUNDATION FOR CITY COLLEGE
NORTH ACADEMIC CENTER ROOM 4/134NEW YORKNY10031PCPUBLIC SERVICE FELLOWSHIP$200,000160 CONVENT AVENUE
THE FUTURO MEDIA GROUP
361 WEST 125TH STREETNEW YORKNY10027PCGENERAL OPERATING SUPPORT$200,000
THE FUTURO MEDIA GROUP
361 WEST 125TH STREETNEW YORKNY10027PCGENERAL OPERATING SUPPORT$200,000
THE GAULT CENTER
1800 M STREET NW FT1 BOX 33604WASHINGTONDC20033PCGENERAL OPERATING SUPPORT$75,000
THE GROUNDTRUTH PROJECT INC
10 GUEST STREETBOSTONMA02135PCREPORT FOR AMERICA'S IMPACT INTEREST NEWS FUND$150,000
THE HOSPITAL FOR SPECIAL SURGERIES
535 EAST 70TH STREETNEW YORKNY10021PCREALIZING THE PROMISE OF PRECISION MEDICINE AND TISSUE REGENERATION IN AUTOIMMUNE AND MUSCULOSKELETAL DISEASES$1,240,000
THE JUST TRUST FOR EDUCATION
2530 MERIDIAN PKWY STE 300DURHAMNC27713PCGENERAL OPERATING SUPPORT$200,000
THE LEGAL AID SOCIETY
199 WATER STREETNEW YORKNY10038PCTHE CRIMINAL DEFENSE PRACTICE LAW REFORM TEAM$100,000
THE MARSHALL PROJECT INC
156 W 56TH ST SUITE 701NEW YORKNY10019PCNEWS INSIDE AND INSIDE STORY$200,000
THE MASSACHUSETTS GENERAL HOSPITAL
MASS GENERAL DEVELOPMENT OFFICE 125BOSTONMA02114PCCENTER FOR LAW, BRAIN AND BEHAVIOR: NEUROLAW LIBRARY$100,000NASHUA ST SUITE 540
THE MIAMI FOUNDATION INC
40 NW 3RD ST 305MIAMIFL33128PCCT/NY PARTNER FUND$50,000
THE MIAMI FOUNDATION INC
40 NW 3RD ST 305MIAMIFL33128PCNEWSMATCH$200,000
THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK
UB COMMONS SUITE 211BUFFALONY142282567PCINNOCENCE AND JUSTICE PROJECT$50,000
THE ROCKLAND COMMUNITY FOUNDATION
PO BOX 146SUFFERNNY10901PCBEN W. GRANGE SCHOLARSHIP FUND$4,000
THE SENTENCING PROJECT
1150 CONNECTICUT AVE SUITE 601WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$100,000
TIDES CENTER
PO BOX 29198SAN FRANCISCOCA94129PCZEALOUS$175,000
TIDES CENTER
PO BOX 29198SAN FRANCISCOCA94129PCDVSJA SCREENINGS IN CT AND NY$20,000
TIDES CENTER
PO BOX 29198SAN FRANCISCOCA94129PCWOMEN AND JUSTICE PROJECT$50,000
TIDES CENTER
PO BOX 29198SAN FRANCISCOCA94129PCSURVIVORS JUSTICE PROJECT$50,000
TRACE MEDIA INC
PO BOX 24532BROOKLYNNY11202PCEDITORIAL FELLOWSHIP$225,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
2950 BROADWAY 701A JOURNALISM MCNEW YORKNY10027PCESTABLISHMENT OF THE LEONARD TOW PROFESSORSHIP OF JOURNALISM$500,0003801
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
2950 BROADWAY 701A JOURNALISM MCNEW YORKNY10027PCAI AND JOURNALISM: A RESEARCH INITIATIVE AT THE TOW CENTER FOR DIGITAL JOURNALISM$500,0003801
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
406 SCHERMERHORN HALLNEW YORKNY10027PCCENTER FOR JUSTICE$150,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
615 WEST 131ST STREET 6TH FLOORNEW YORK CITYNY10027PCPARALEGAL PATHWAYS INITIATIVE$100,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
630 W 168TH STREET PS ROOM 5-423NEW YORKNY10032PCALS CENTER CHALLENGE GRANT$400,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
630 W 168TH STREETNEW YORKNY10032PCBIOMEDICAL RESEARCH BUILDING$5,000,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
722 WEST 168TH STREET 14TH FLOORNEW YORKNY100322695PCTOW FACULTY LEADERSHIP SCHOLARS$110,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
722 WEST 168TH STREET 14TH FLOORNEW YORKNY100322695PCJUDSON WOLFE EXCELLENCE IN TEACHING AWARD$5,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
722 WEST 168TH STREET 14TH FLOORNEW YORKNY100322695PCTOW DOCTORAL SCHOLARS PIPELINE PROGRAM$293,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
722 WEST 168TH STREET 14TH FLOORNEW YORKNY100322695PCPHYLLIS MAILMAN PROFESSORSHIP OF PUBLIC HEALTH$300,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
722 WEST 168TH STREET 14TH FLOORNEW YORKNY100322695PCENDOWED PROFESSORSHIP/LINDA P. FRIED DISTINGUISHED PROFESSOR$500,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
ICAP HEADQUARTERS-USA MAILMANNEW YORKNY10032PCICAP/BROOKLYN COLLEGE SUMMER PROGRAM$104,057SCHOOL OF PUBLIC HEALTH COLUMBIA UN
UNIVERSITY OF MIAMI
1531 BRESCIA AVENUECORAL GABLESFL33146PCAI-BASED MYELOMA RESEARCH$1,000,000
UNIVERSITY OF NEW HAVEN
300 BOSTON POST RDWEST HAVENCT06516PCTOW YOUTH JUSTICE INSTITUTE$300,000
UNIVERSITY OF NEW HAVEN
300 BOSTON POST RDWEST HAVENCT065161916PCDIANE SIERPINA EMERGING LEADERSHIP IN YOUTH JUSTICE FUND AWARD$5,000
UNIVERSITY OF NEW HAVEN
300 BOSTON POST RDWEST HAVENCT065161916PCCOMMUNITY AND CIVIC ENGAGEMENT CENTER$1,000,000
URBAN JUSTICE CENTER
40 RECTOR STREET 9TH FLOORNEW YORKNY10006PCFREEDOM AGENDA$125,000
VANGUARD CHARITABLE ENDOWMENT PROGRAM
PO BOX 3075SOUTHEASTERNPA19398PCDONOR ADVISED FUND CONTRIBUTION 1$1,422,021
VANGUARD CHARITABLE ENDOWMENT PROGRAM
PO BOX 3075SOUTHEASTERNPA19398PCDONOR ADVISED FUND CONTRIBUTION 3$700,000
VANGUARD CHARITABLE ENDOWMENT PROGRAM
PO BOX 3075SOUTHEASTERNPA19398PCDONOR ADVISED FUND CONTRIBUTION 2$247,945
VANGUARD CHARITABLE ENDOWMENT PROGRAM
PO BOX 3075SOUTHEASTERNPA19398PCDONOR ADVISED FUND CONTRIBUTION 4$152,000
VANGUARD CHARITABLE ENDOWMENT PROGRAM
PO BOX 3075SOUTHEASTERNPA19398PCDONOR ADVISED FUND CONTRIBUTION 5$500,000
VANGUARD CHARITABLE ENDOWMENT PROGRAM
PO BOX 3075SOUTHEASTERNPA19398PCDONOR ADVISED FUND CONTRIBUTION 6$447,498
VANGUARD CHARITABLE ENDOWMENT PROGRAM
PO BOX 3075SOUTHEASTERNPA19398PCDONOR ADVISED FUND CONTRIBUTION 7$300,000
VERA INSTITUTE OF JUSTICE INC
34 35TH STREET SUITE 4-2ABROOKLYNNY11232PCGENERAL OPERATING SUPPORT$450,000
VERA INSTITUTE OF JUSTICE INC
34 35TH STREET SUITE 4-2ABROOKLYNNY11232PCGENERAL OPERATING SUPPORT$1,000,000
VIVIAN BEAUMONT THEATER INC
150 WEST 65TH STREETNEW YORKNY10023PCRUBY JUBILEE GALA$25,500
VOLUNTEERS OF LEGAL SERVICES INC
40 WORTH STREET SUITE 829NEW YORKNY10013PCINCARCERATED MOTHERS LAW PROJECT$50,000
WE ARE UNCHAINED INC
615 W GENESEE STREETSYRACUSENY13204PCGENERAL OPERATING SUPPORT$50,000
WESLEYAN UNIVERSITY
237 HIGH STREET NORTH COLLEGE ROOMMIDDLETOWNCT064593208PCCENTER FOR PRISON EDUCATION$50,000418
WESTCHESTER CHILDREN'S ASSOCIATION INC
470 MAMARONECK AVENUEWHITE PLAINSNY10605PCGENERAL OPERATING SUPPORT$50,000
WESTCHESTER CHILDREN'S ASSOCIATION INC
470 MAMARONECK AVENUEWHITE PLAINSNY10605PCCELEBRATING A LEGACY OF IMPACT EVENT$250
WGBH EDUCATIONAL FOUNDATION
ONE GUEST STREETBOSTONMA02135PCFRONTLINE COLUMBIA AND CUNY TOW FELLOWSHIPS & THE INVESTIGATIVE JOURNALIST EQUITY INITIATIVE$240,000
WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC
120 BROADWAY SUITE 1750NEW YORKNY10271PCJUSTICE PROGRAM$150,000
WNET
825 EIGHTH AVENUE 14TH FLOORNEW YORKNY100197435PCANNUAL GALA$24,050
WORTH RISES INC
85 DELANCEY ST 2FNEW YORKNY10002PCGENERAL OPERATING SUPPORT$200,000
YALE UNIVERSITY
60 TEMPLE ST SUITE 5CNEW HAVENCT06510PCSEICHE MENTAL HEALTH SERVICES$110,000
YOUTH CONTINUUM INC
41 MARNE STREETHAMDENCT06514PCGENERAL OPERATING SUPPORT$40,000
YOUTH JUSTICE NETWORK INC
63 W 125TH ST 4TH FLOORNEW YORKNY10027PCGENERAL OPERATING SUPPORT$100,000
YOUTH REPRESENT INC
11 PARK PLACE ROOM 1512NEW YORKNY10007PCGENERAL OPERATING SUPPORT$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,839,114TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,231,643ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,995,613ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,464,328ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,150,494ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
LIFE INSURANCE PREMIUM RETURN01$995,074
LIFE INSURANCE PROCEEDS01$38,301,021

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$56,138,173ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56,138,173TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEONARD TOWBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line150 LOCUST AVENUEAddressLine1Txt
CityNEW CANAANCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068404737ZIPCd
FieldValueIRS element (for citing)
Total Contributions$413,255TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$16,770Amt
Net Investment Income$8,385NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,385DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WE ARE UNCHAINED INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1615 W GENESEE STREETAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13204ZIPCd
FieldValueIRS element (for citing)
Grant2024-05-31GrantDt
Grant$50,000GrantAmt
Purpose Of GrantGENERAL OPERATING SUPPORTPurposeOfGrantTxt
Expended By Grantee$50,000ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By Grantee2/28/25DatesOfReportsByGranteeTxt
Results Of VerificationTHE ORGANIZATION HAS NO REASON TO BELIEVE GRANTS WERE USED FOR PRUPOSES OTHER THAN CHARITABLE. THE ORGANIZATION WAS NOTIFIED IN 2025 THAT THE GRANTEE HAD LOST EXEMPT STATUS, THE GRANTEE HAS SINCE HAD ITS EXEMPT STATUS REINSTATED.ResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990PF, PART VII-B LINE 1(A)3 & 4:FormAndLineReferenceDesc
Medium ExplanationTHE ORGANIZATION PAYS COMPENSATION TO ONE OF ITS BOARD MEMBERS, FOR HER DUTIES AS PRESIDENT OF THE ORGANIZATION. IN ADDITION THE ORGANIZATION REIMBURSES THIS BOARD MEMBER FOR ORDINARY AND NECESSARY BUSINESS EXPENSES. THIS MEETS THE DEFINITION OF SELF-DEALING AND AS SUCH, PART VII-B QUESTIONS 1A(3 AND 4) HAVE BEEN ANSWERED YES. HOWEVER, THE PAYMENTS ARE REASONABLE AND NOT EXCESSIVE. THE PAYMENT DOES NOT FAIL TO QUALIFY AS AN EXCEPTION AND THEREFORE PART VII-B QUESTION 1B HAS BEEN ANSWERED NO.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEUTSCHE BANK FIXED INCOME - CORP. BONDS$47,629,668$48,236,987
MERRILL LYNCH - TRUST ACCOUNT$19,273,916$19,904,914

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH - CORP STOCKStockNm
EOY Book Value$49,877,823EOYBookValueAmt
EOYFMV$114,417,359EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$106,068,266USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$106,493,856USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CITIBANK OFFSHORE INVESTMENTSAT COST$6,121,123$6,708,564
DEUTSCHE BANK - EQUITIESAT COST$57,932,372$89,020,165
GOLUB CAPITAL PARTNER OFFSHORE INVESTMENTSAT COST$6,887,500$7,012,318
MERRILL LYNCH TRUST & PIAAT COST$9,766,713$12,889,066
VANGUARD BROKERAGE INVESTMENTS - EQUITY FUNDAT COST$3,750,340$3,007,334
VANGUARD BROKERAGE INVESTMENTS - FIXED INCOMEAT COST$1,237,591$2,403,878

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$140,212LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$140,212DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLIFE INSURANCE POLICIESDesc
BOY Book Value$27,107,125BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK, CR CARD, WIRES, INT., STOCK CHGS$1,744$0$1,744
BOND AMORTIZATION$198,977$198,977$0
BUSINESS INSURANCE$42,096$0$0
COMMUNICATIONS EXPENSES$10,451$0$10,451
GRANTEE EVENTS AND CONVENINGS$53,485$0$53,485
LIFE INSURANCE PREMIUMS$707,071$707,071$0
MEMBERSHIP DUES$26,149$0$26,149
OFFICE EXPENSES$11,653$0$11,653
PAYROLL PROCESSING FEES$4,877$0$4,877
SOFTWARE LICENSE EXPENSE$103,231$0$103,231
STAFF PROFESSIONAL DEVELOPMENT$21,027$0$21,027
TECHNOLOGY SYSTEMS EXPENSE$15,255$0$15,255
TELEPHONE & INTERNET$23,686$0$23,686

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CITIBANK$1,867,946$1,867,946$1,867,946
GOLUB CAPITAL PARTNERS$593,525$593,525$593,525
OTHER INCOME$2,857$2,857$2,857
LIFE INSURANCE PREMIUM RETURN$995,074$995,074
LIFE INSURANCE PROCEEDS$38,301,021$38,301,021

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
CREDIT CARD$67,839$980
PREPAID EXP. REIMBURSEMENT$0$61,938

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (15 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CITI BANK INVESTMENT FEES$572,325$572,325$0
COMMUNICATIONS CONSULTING$126,176$0$126,176
DEUTSCHE BANK INVESTMENT FEES$329,902$329,902$0
GRANTEE SUPPORT SERVICES$145,020$0$145,020
HUMAN RESOURCES CONSULTING$56,691$0$56,691
INNOVATION FUND HONORARIUMS$42,000$0$42,000
JPMORGAN CHASE INVESTMENT FEES$20$20$0
MERRILL LYNCH INVESTMENT FEES$311,293$311,293$0
MORGAN STANLEY INVESTMENT FEES$1$1$0
PROJECT MANAGEMENT CONSULTING$10,200$0$10,200
TECHNOLOGY DEVELOPMENT & SUPPORT$97,362$0$97,362
RECRUITING EXPENSE$78,764$0$78,764
STRATEGIC PLANNING CONSULTING$144,585$0$144,585
TECHNOLOGY CONSULTING$22,000$0$22,000
TEMPORARY STAFFING SERVICES$329,828$0$329,828

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
US TAXES$193,400$0$0
FOREIGN DIVIDEND TAX$903$903$0

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