MIZUHO USA FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MIZUHO USA FOUNDATION INC (EIN 13-3550008)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202601359349102285
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T12:22:12-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 334358135 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAX ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 AVENUE OF THE AMERICAS-16TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133550008 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIZUHO USA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIZU | BusinessNameControlTxt |
| Phone | 2122824876 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1271 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK LASKY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2122824876 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN SUNKEL | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126857000 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $18,806,656 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $622 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $622 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $460,148 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $460,148 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $279,544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,872,088 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $279,544 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $740,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $740,314 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $91,754 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,754 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $38,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,543 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $132,022 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,754 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $972,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $826,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,104,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,754 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $893,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$363,708 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $686,560 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $382,840 | CashBOYAmt |
| Cash EOY | $930,814 | CashEOYAmt |
| Cash EOYFMV | $930,814 | CashEOYFMVAmt |
| Other Investments BOY | $16,740,360 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,875,514 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,875,514 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,872 | OtherAssetsBOYAmt |
| Other Assets EOY | $328 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $328 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,128,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,806,656 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,806,656 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $19,000 | AccountsPayableEOYAmt |
| Grants Payable BOY | $754,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $900,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $11,538 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $37,883 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $783,538 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $956,883 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,344,534 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,849,773 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,344,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,849,773 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,128,072 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,806,656 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,344,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$363,708 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,868,947 | OtherIncreasesAmt |
| Subtotal | $17,849,773 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,849,773 | 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 |
| Gross Sales Price | $1,872,088 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,592,544 | CostOrOtherBasisAmt |
| Gain Or Loss | $279,544 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $279,544 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $279,544 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,543 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,543 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,843 | 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 | $9,843 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $300 | OverpaymentAmt |
| Applied To ES Tax | $300 | 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 | WWW.MIZUHOGROUP.COM/AMERICAS/FOUNDATION | WebsiteAddressTxt |
| Individual With Books | MR MARK LASKY TREASURER | IndividualWithBooksNm |
| Phone | 2122824876 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1271 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| LIZ CEISLER | ||||||||
| 1271 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | CHAIRMAN/DIR | 0.10 | $0 | $0 | $0 |
| LESLEY H PALMER | ||||||||
| 1271 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | PRESIDENT/DIR | 10.50 | $0 | $0 | $0 |
| LEAH MARKHAM | ||||||||
| 1271 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | PROGRAM OFFICER | 14.00 | $0 | $0 | $0 |
| JOHN BUCHANAN | ||||||||
| 1271 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| NORIKO ITO ISHIHARA | ||||||||
| 1271 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| ADAM HOPKINS | ||||||||
| 1271 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| SARA THOMPSON | ||||||||
| 1271 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | SECRETARY | 1.10 | $0 | $0 | $0 |
| MARK LASKY | ||||||||
| 1271 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | TREASURER - EFFECTIVE 5/31/25 | 0.10 | $0 | $0 | $0 |
| DARLENE PASQUILL | ||||||||
| 1271 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| KOJI MIMURA | ||||||||
| 1271 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | TREASURER - THROUGH 5/30/25 | 0.20 | $0 | $0 | $0 |
| RICHARD SKOLLER | ||||||||
| 1271 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | DIRECTOR - THROUGH 2/28/25 | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $17,075,900 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $766,034 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,841,934 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,841,934 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $267,629 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,574,305 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $878,715 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $878,715 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,543 | TotalTaxAmt |
| Distributable Before Adj | $869,172 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $869,172 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $869,172 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $893,725 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $893,725 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $869,172 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $97,555 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,040 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $68,049 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $226,644 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $893,725 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $869,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,553 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $251,197 | 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 | $251,197 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $97,555 | ExcessFromYear3Amt |
| Excess From Year2 | $61,040 | ExcessFromYear2Amt |
| Excess From Year1 | $68,049 | ExcessFromYear1Amt |
| Excess From Current Year | $24,553 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS LESLEY PALMER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1271 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2122824190 | RecipientPhoneNum |
| Form And Info And Materials | ONLINE APPLICATION WITH ORGANIZATION BUDGET, AUDITED FINANCIALS, TAX RETURN, BOARD LIST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FIRST WEEK DAY IN JULY | SubmissionDeadlinesTxt |
| Restrictions On Awards | WORKFORCE DEVELOPMENT PROGRAMS AND GENERAL OPERATING | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALL STAR CODE | |||||||
| 276 5TH AVENUE SUITE 704 734 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| AMERICA ON TECH | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ANNIECANNONS | |||||||
| 1423 BROADWAY 1144 | OAKLAND | CA | 94612 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| COOP CAREERS INC | |||||||
| 169 MADISON AVE SUITE 38331 | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| GENESYS WORKS OF NEW YORK CITY | |||||||
| 55 EXCHANGE PLACE SUITE 405 | NEW YORK | NY | 10005 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE KNOWLEDGE HOUSE | |||||||
| 79 ALEXANDER AVE SUITE 51-A | BRONX | NY | 10454 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LEAP (DBA BROOKLYN WORKS) | |||||||
| 621 DEGRAW STREET | BROOKLYN | NY | 11217 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE OPPORTUNITY NETWORK | |||||||
| 85 BROAD STREET 6TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| TECH UNLIMITED | |||||||
| 370 JAY STREET 3RD FLOOR | BROOKLYN | NY | 11201 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JOBSFIRST NYC | |||||||
| 11 PARK PLACE SUITE 1106 | NEW YORK | NY | 10007 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WORKFORCE DEVELOPMENT TRAINING INSTITUTE | |||||||
| 419 S WASHINGTON SQUARE SUITE 300 | LANSING | MI | 48933 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE MARCY LAB SCHOOL | |||||||
| 882 3RD AVE 11TH FLOOR | BROOKLYN | NY | 11232 | PC | TO SUPPORT THE DEVELOPMENT AND LAUNCH OF A NEW IT TRAINING PROGRAM FOR YOUNG ADULTS. | $150,000 | |
| NPOWER NY | |||||||
| 55 WASHINGTON STREET SUITE 560 | BROOKLYN | NY | 11201 | PC | TO SUPPORT THE DEVELOPMENT AND LAUNCH OF A NEW IT TRAINING PROGRAM FOR YOUNG ADULTS. | $150,000 | |
| RAUSCHENBUSCH METRO MINISTRIES INC | |||||||
| 410 W 40TH STREET | NEW YORK | NY | 10018 | PC | COMMUNITY INVOLVEMENT GRANT | $1,250 | |
| CITY GROWERS INC | |||||||
| 63 FLUSHING AVE BUILDING 3 SUITE | BROOKLYN | NY | 11205 | PC | COMMUNITY INVOLVEMENT GRANT | $6,500 | 1105 |
| SAVE THE BAY | |||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | PC | COMMUNITY INVOLVEMENT GRANT | $5,000 | |
| SHEDD AQUARIUM SOCIETY | |||||||
| 1200 S DUSABLE LAKE SHORE DRIVE | CHICAGO | IL | 60605 | PC | COMMUNITY INVOLVEMENT GRANT | $5,000 | |
| CITY PARKS FOUNDATION | |||||||
| 830 FIFTH AVENUE | NEW YORK | NY | 10065 | PC | COMMUNITY INVOLVEMENT GRANT | $12,000 | |
| CHAPTER ONE NFP | |||||||
| 518 DAVIS STREET SUITE 205 | EVANSTON | IL | 60201 | PC | COMMUNITY INVOLVEMENT GRANT | $10,000 | |
| APEX FOR YOUTH INC | |||||||
| 195 CHRYSTIE STREET 200 | NEW YORK | NY | 10002 | PC | COMMUNITY INVOLVEMENT GRANT | $2,500 | |
| CITYMEALS-ON-WHEELS | |||||||
| 360 LEXINGTON AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | PC | COMMUNITY INVOLVEMENT GRANT | $5,500 | |
| ENCORE COMMUNITY SERVICES | |||||||
| 239 WEST 49TH STREET | NEW YORK | NY | 10019 | PC | COMMUNITY INVOLVEMENT GRANT | $10,000 | |
| 911 DAY | |||||||
| 5151 CALIFORNIA AVE SUITE 100 | IRVINE | CA | 92617 | PC | COMMUNITY INVOLVEMENT GRANT | $90,000 | |
| HABITAT FOR HUMANITY IN ATLANTA INC | |||||||
| 824 MEMORIAL DR SE | ATLANTA | GA | 30316 | PC | COMMUNITY INVOLVEMENT GRANT | $2,500 | |
| CITY PARKS FOUNDATION | |||||||
| 830 FIFTH AVENUE | NEW YORK | NY | 10065 | PC | COMMUNITY INVOLVEMENT GRANT | $6,000 | |
| JAPANESE LANGUAGE ADVANCEMENT SCHOOL | |||||||
| 4100 ALPHA RD SUITE 917 | DALLAS | TX | 75244 | PC | COMMUNITY INVOLVEMENT GRANT | $2,500 | |
| IMENTOR INCORPORATED | |||||||
| 199 WATER ST 8TH FLOOR | NEW YORK | NY | 10038 | PC | COMMUNITY INVOLVEMENT GRANT | $15,000 | |
| THE HETRICK-MARTIN INSTITUTE INC | |||||||
| 2 ASTOR PLACE 3RD FLOOR | NEW YORK | NY | 10003 | PC | COMMUNITY INVOLVEMENT GRANT | $5,000 | |
| ELLIE FUND INC | |||||||
| 200 RESERVOIR STREET SUITE 300 | NEEDHAM | MA | 02494 | PC | COMMUNITY INVOLVEMENT GRANT | $2,500 | |
| NEW IMMIGRANT COMMUNITY EMPOWERMENT INC | |||||||
| 71-29 ROOSEVELT AVE 2ND FLOOR | JACKSON HEIGHTS | NY | 11372 | PC | COMMUNITY INVOLVEMENT GRANT | $5,000 | |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | PC | COMMUNITY INVOLVEMENT GRANT | $5,000 | |
| BREAKING GROUND HOUSING DEVELOPMENT | |||||||
| 505 8TH AVE 5TH FLOOR | NEW YORK | NY | 10018 | PC | COMMUNITY INVOLVEMENT GRANT | $3,000 | |
| PARTNERSHIP WITH CHILDREN | |||||||
| ONE BATTERY PARK PLAZA SUITE 200 | NEW YORK | NY | 10004 | PC | COMMUNITY INVOLVEMENT GRANT | $6,000 | |
| NEW YORK COMMON PANTRY INC | |||||||
| 8 E 109TH STREET | NEW YORK | NY | 10029 | PC | COMMUNITY INVOLVEMENT GRANT | $31,000 | |
| THE ASIAN AMERICAN DREAM INC | |||||||
| 315 W 14TH ST APT 5E | NEW YORK | NY | 10014 | PC | COMMUNITY INVOLVEMENT GRANT | $2,500 | |
| COMMUNITY FOOD BANK OF NEW JERSEY INC | |||||||
| 31 EVANS TERMINAL RD 1 | HILLSIDE | NJ | 07025 | PC | COMMUNITY INVOLVEMENT GRANT | $5,000 | |
| UNDER 21 | |||||||
| 460 WEST 41ST STREET | NEW YORK | NY | 10036 | PC | COMMUNITY INVOLVEMENT GRANT | $5,000 | |
| MARTHA'S TABLE INC | |||||||
| 2375 ELVANS RD SE | WASHINGTON | DC | 20020 | PC | COMMUNITY INVOLVEMENT GRANT | $2,500 | |
| HABITAT FOR HUMANITY IN ATLANTA INC | |||||||
| 824 MEMORIAL DR SE | ATLANTA | GA | 30316 | PC | COMMUNITY INVOLVEMENT GRANT | $2,000 | |
| ELLIE FUND INC | |||||||
| 200 RESERVOIR STREET SUITE 300 | NEEDHAM | MA | 02494 | PC | COMMUNITY INVOLVEMENT GRANT | $2,000 | |
| PHILANTHROPY NEW YORK | |||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT | $750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $826,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURSUIT TRANSFORMATION CORP | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47-10 AUSTELL PLACE 2ND FLOOR LONG | AddressLine1Txt |
| Address Line2 | ISLAND CITY NY 11101 | AddressLine2Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | TO SUPPORT THE LAUNCH OF THE AI NONPROFIT BUILDS CORPS | GrantOrContributionPurposeTxt |
| Amt | $450,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $450,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $622 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $460,148 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $279,544 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $740,314 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $740,314 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SAX LLP | CategoryTxt |
| Amt | $19,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,200 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LARGE CAP EQUITY FUNDS | FMV | $6,408,596 | $6,408,596 |
| DEVELOPED INT'L EQUITY FUNDS | FMV | $3,974,330 | $3,974,330 |
| FIXED INCOME FUNDS | FMV | $5,343,366 | $5,343,366 |
| SMALL/MID CAP FUNDS | FMV | $2,149,222 | $2,149,222 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES AND EXPENSES | Desc |
| BOY Book Value | $4,872 | BOYBookValueAmt |
| EOY Book Value | $328 | EOYBookValueAmt |
| EOYFMV | $328 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGE | $9,525 | $0 | $9,525 |
| MEMBERSHIPS | $1,250 | $0 | $1,250 |
| NYS ANNUAL REGISTRATION | $750 | $0 | $750 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INV. NET OF DEFERRED EXCISE TAX | Desc |
| Amt | $1,868,947 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $11,538 | BOYBookValueAmt |
| EOY Book Value | $37,883 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UBS FINANCIAL SERVICES | $53,754 | $53,754 | $0 |
| ROCKET SOCIAL IMPOACT | $38,000 | $0 | $38,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $9,543 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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