LCU FUND FOR WOMENS EDUCATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LCU FUND FOR WOMENS EDUCATION INC (EIN 13-5562262)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-26
- IRS object ID
- 202542699349100404
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-26T08:51:13-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135562262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LCU FUND FOR WOMEN'S EDUCATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LCUF | BusinessNameControlTxt |
| Phone | 2126274555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 244 FIFTH AVENUE 200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA WRIGHT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126274555 | PhoneNum |
| Signature | 2025-09-22 | 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 | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 2126971000 | PhoneNum |
| 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 | $22,411,113 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $34,726 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $552,361 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $552,361 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $515,195 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,985,676 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $515,195 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,102,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,067,556 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,876 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,088 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $108,788 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,290 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,929 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,361 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,155 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,954 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,201 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,839 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,639 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $43,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,637 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,637 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,308 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,332 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,976 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $319,305 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,942 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $223,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $786,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $786,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,105,805 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,942 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,009,663 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,523 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $979,614 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,808 | CashBOYAmt |
| Cash EOY | $46,095 | CashEOYAmt |
| Cash EOYFMV | $46,095 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,091,034 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,123,476 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,123,476 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,495 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,878 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,878 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $19,860,575 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,238,664 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,238,664 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $29,471 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,471 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $20,979,912 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,411,113 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,411,113 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,749 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,849 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $8,749 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,849 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,957,754 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,385,353 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $13,409 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $16,911 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,971,163 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,402,264 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,979,912 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,411,113 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,971,163 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,523 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,434,624 | OtherIncreasesAmt |
| Subtotal | $22,402,264 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,402,264 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,985,676 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,470,481 | CostOrOtherBasisAmt |
| Gain Or Loss | $515,195 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $515,195 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $515,195 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,617 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,617 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,617 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,573 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,573 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,956 | OverpaymentAmt |
| Applied To ES Tax | $5,956 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | LCUFUND.ORG | WebsiteAddressTxt |
| Individual With Books | SARA ESPINOSA EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 2126274555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 244 5TH AVENUE SUITE 200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA J WRIGHT | ||||||||
| 244 FIFTH AVENUE SUITE 200 | NEW YORK | NY | 10001 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| LINDSEY COUNTS | ||||||||
| 244 FIFTH AVENUE SUITE 200 | NEW YORK | NY | 10001 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| SOFYA SHUSTER | ||||||||
| 244 FIFTH AVENUE SUITE 200 | NEW YORK | NY | 10001 | TREASURER | 2.00 | $0 | $0 | $0 |
| SARA ESPINOSA | ||||||||
| 244 FIFTH AVENUE SUITE 200 | NEW YORK | NY | 10001 | EXECUTIVE DIRECTOR | 40.00 | $120,876 | $8,626 | $0 |
| LESLIE EHRLICH | ||||||||
| 244 FIFTH AVENUE SUITE 200 | NEW YORK | NY | 10001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LIANG HSU | ||||||||
| 244 FIFTH AVENUE SUITE 200 | NEW YORK | NY | 10001 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| NATHANIEL SUNDEL | ||||||||
| 244 FIFTH AVENUE SUITE 200 | NEW YORK | NY | 10001 | SECRETARY | 2.00 | $0 | $0 | $0 |
| TASIA HAWKINS | ||||||||
| 244 FIFTH AVENUE SUITE 200 | NEW YORK | NY | 10001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTINA DAVIS | ||||||||
| 244 FIFTH AVENUE SUITE 200 | NEW YORK | NY | 10001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMANDA MWAMUKA | ||||||||
| 244 FIFTH AVENUE SUITE 200 | NEW YORK | NY | 10001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANGUARD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3009 | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53566 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY FEES | ServiceTypeTxt |
| Compensation | $52,265 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $21,218,354 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $804,532 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,022,886 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,022,886 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $330,343 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,692,543 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,084,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,084,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,617 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,617 | TotalTaxAmt |
| Distributable Before Adj | $1,071,010 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,071,010 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,071,010 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,009,663 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,009,663 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,071,010 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $128,004 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,009,663 | QualifyingDistributionsAmt |
| Applied To Year1 | $128,004 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $881,659 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $189,351 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BANK STREET COLLEGE OF EDUCATION | ||||||||
| 610 WEST 112 STREET | NEW YORK | NY | 10025 | PC | HOUSING SUPPORT | $45,000 | ||
| BARUCH COLLEGE | ||||||||
| 55 LEXINGTON AVENUE | NEW YORK | NY | 10010 | PC | HOUSING SUPPORT | $25,000 | ||
| CITY COLLEGE OF NEW YORK | ||||||||
| 160 CONVENT AVENUE SHEPARD HALL | NEW YORK | NY | 10031 | PC | HOUSING SUPPORT | $107,500 | ||
| COLUMBIA UNIVERSITY SCHOOL OF SOCIAL WORK | ||||||||
| 1255 AMSTERDAM AVENUE | NEW YORK | NY | 10027 | PC | HOUSING SUPPORT | $60,000 | ||
| COLUMBIA UNIVERSITY SCHOOL OF NURSING | ||||||||
| 560 WEST 168TH STREET | NEW YORK | NY | 10032 | PC | HOUSING SUPPORT | $100,000 | ||
| JEWISH THEOLOGICAL SEMINARY | ||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | PC | HOUSING SUPPORT | $10,000 | ||
| JUILLIARD SCHOOL | ||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | HOUSING SUPPORT | $40,000 | ||
| LEHMAN COLLEGE | ||||||||
| 250 BEDFORD BLVD WEST | BRONX | NY | 11468 | PC | HOUSING SUPPORT | $87,500 | ||
| NEW SCHOOL - MANNES COLLEGE OF MUSIC | ||||||||
| 55 W 13TH ST | NEW YORK | NY | 10011 | PC | HOUSING SUPPORT | $25,000 | ||
| NEW YORK ACADEMY OF ARTS | ||||||||
| 111 FRANKLIN STREET | NEW YORK | NY | 10013 | PC | HOUSING SUPPORT | $55,000 | ||
| NEW YORK STUDIO SCHOOL | ||||||||
| 8 WEST 8TH STREET | NEW YORK | NY | 10011 | PC | HOUSING SUPPORT | $40,000 | ||
| NEW YORK UNIVERSITY SILVER SCHOOL OF SOCIAL WORK | ||||||||
| 1 WASHINGTON SQUARE NORTH | NEW YORK | NY | 10003 | PC | HOUSING SUPPORT | $120,000 | ||
| PHILLIPS SCHOOL OF NURSING | ||||||||
| 776 AVENUE OF THE AMERICAS | NEW YORK | NY | 10001 | PC | HOUSING SUPPORT | $55,000 | ||
| BATSHEVA WEINBERGER | ||||||||
| 1357 EAST 24TH STREET BROOKLYN | NEW YORK | NY | 11210 | I | PRESIDENT'S AWARD FOR EXCELLENCE IN LEADERSHIP | $1,000 | NONE | |
| CORAH ABBOTT | ||||||||
| 60 LINCOLN CENTER PLAZA NEW YORK NY | NEW YORK | NY | 10023 | I | PRESIDENT'S AWARD FOR EXCELLENCE IN LEADERSHIP | $1,000 | NONE | 10023 |
| ELDINE CICERON | ||||||||
| 83 SOMERSET DRIVE SUFFERN | NEW YORK | NY | 10901 | I | PRESIDENT'S AWARD FOR EXCELLENCE IN LEADERSHIP | $2,000 | NONE | |
| EMERGENCY RENT ASSISTANCE GRANTS 50 | ||||||||
| 244 FIFTH AVENUE NO 200 | NEW YORK | NY | 10017 | I | EMERGENCY HOUSING SUPPORT | $7,500 | NONE | |
| ENA GRIFFIN | ||||||||
| 80 ELLIOT AVENUE YONKERS | NEW YORK | NY | 10705 | I | PRESIDENT'S AWARD FOR EXCELLENCE IN LEADERSHIP | $1,000 | NONE | |
| JAILEESSA CASIMIR | ||||||||
| 30 MAPLEWOOD AVENUE HEMPSTEAD | NEW YORK | NY | 11550 | I | PRESIDENT'S AWARD FOR EXCELLENCE IN LEADERSHIP | $1,000 | NONE | |
| MASOOMA AMIN | ||||||||
| 55 LEXINGTON AVE NEW YORK | NEW YORK | NY | 10010 | I | PRESIDENT'S AWARD FOR EXCELLENCE IN LEADERSHIP | $1,000 | NONE | |
| SIERRA MERDA | ||||||||
| 111 FRANKLIN STREET NEW YORK | NEW YORK | NY | 10013 | I | PRESIDENT'S AWARD FOR EXCELLENCE IN LEADERSHIP | $1,000 | NONE | |
| STEPHANIE ROSAS | ||||||||
| 419 WEST 118TH STREET APT63 | NEW YORK | NY | 10027 | I | PRESIDENT'S AWARD FOR EXCELLENCE IN LEADERSHIP | $1,000 | NONE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $786,500 | 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 | $552,361 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $515,195 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,067,556 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,067,556 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LINDA J WRIGHT | ||||||
| 1 | 209 WEST 104TH STREET APT 6D | NEW YORK | NY | 100254234 | $6,100 | Yes (X) |
| CHRISTINA ANN DAVIS | ||||||
| 2 | 5 PLAZA STREET WEST | BROOKLYN | NY | 11217 | $5,500 | Yes (X) |
| MARY JO MULLAN | ||||||
| 3 | 6 CHURCH STREET | COLD SPRING | NY | 10516 | $5,543 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RETURN PREPARATION AND TAX COMPLIANCE | $29,345 | $14,673 | $14,672 |
| BOOKKEEPING | $2,810 | $281 | $2,529 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ESTEE LAUDER CO | StockNm |
| EOY Book Value | $2,878 | EOYBookValueAmt |
| EOYFMV | $2,878 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTL STOCK IX INST FUND | FMV | $4,949,309 | $4,949,309 |
| STOCK MKT IDX INST FUND | FMV | $10,340,380 | $10,340,380 |
| TOTAL BOND MKT INDEX INST | FMV | $5,948,975 | $5,948,975 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $833 | $833 | $0 |
| INSURANCE | $2,278 | $228 | $2,050 |
| MAILBOX SERVICE | $925 | $0 | $925 |
| OTHER OFFICE EXPENSES | $2,331 | $0 | $2,331 |
| PAYROLL PROCESSING FEES | $905 | $0 | $905 |
| SOCIAL MEDIA AND COMMUNICATIONS | $2,158 | $0 | $2,158 |
| STATE FILING FEES | $783 | $0 | $783 |
| STORAGE | $2,716 | $271 | $2,445 |
| STUDENT/ALUMNAE OUTREACH | $877 | $0 | $877 |
| SUBSCRIPTIONS AND LICENSES | $11,032 | $0 | $11,032 |
| WEBSITE MANAGEMENT | $470 | $0 | $470 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS OF INVESTMENTS | Desc |
| Amt | $1,434,624 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $52,839 | $52,839 | $0 |
| DIGITAL MEDIA SPECIALIST | $48,000 | $4,800 | $43,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $8,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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