Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
WOLFENSOHN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1350 AVENUE OF THE AMERICAS No 2900
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10019
A Employer identification number

13-3781581
B Telephone number (see instructions)

(212) 974-0111
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,449,655
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,100,000
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 29 29  
4 Dividends and interest from securities... 7 7  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -7,114
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,092,922 36  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,620 0   3,620
c Other professional fees (attach schedule).... 135,600 45,209   90,391
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 100 0   100
19 Depreciation (attach schedule) and depletion... 261 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,352,549 21,879   1,330,670
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,492,130 67,088   1,424,781
25 Contributions, gifts, grants paid....... 484,682 484,682
26 Total expenses and disbursements. Add lines 24 and 25 1,976,812 67,088   1,909,463
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -883,890
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 840,381 247,101 247,101
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,971,550 Click to see attachment1,202,554 1,202,554
14 Land, buildings, and equipment: basis bullet4,703
Less: accumulated depreciation (attach schedule) bullet4,703      
15 Other assets (describe bullet) Click to see attachment3,230 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,815,161 1,449,655 1,449,655
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,826,283 Click to see attachment1,817,389
23 Total liabilities (add lines 17 through 22)......... 1,826,283 1,817,389
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 988,878 -367,734
30 Total net assets or fund balances (see instructions)..... 988,878 -367,734
31 Total liabilities and net assets/fund balances (see instructions). 2,815,161 1,449,655
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
988,878
2
Enter amount from Part I, line 27a .....................
2
-883,890
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
104,988
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
472,722
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
-367,734
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a greycroft partners P    
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a       -7,114
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       -7,114
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -7,114
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 1,831,294 2,549,545 0.718283
2013 1,362,676 3,396,350 0.401218
2012 1,467,476 3,222,921 0.455325
2011 1,597,243 4,629,414 0.345021
2010 2,556,136 6,287,835 0.406521
2
Total of line 1, column (d) .....................
22.326368
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.465274
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,913,144
5
Multiply line 4 by line 3......................
5
890,136
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
0
7
Add lines 5 and 6........................
7
890,136
8
Enter qualifying distributions from Part XII, line 4.............
8
1,909,463
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 3,443
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,443
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,443
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet3,443 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMARC BRITTON WOLFENSOHN COMPANY Telephone no.bullet (212) 974-1437

    Located atbullet1350 AVENUE OF THE AMERICAS SUITE2900NEW YORKNY ZIP+4bullet10019
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JAMES D WOLFENSOHN TRUSTEE
    1.00
    0 0 0
    1350 AVENUE OF THE AMERICAS SUITE
    2900
    NEW YORK,NY10019
    ELAINE R WOLFENSOHN TRUSTEE
    1.00
    0 0 0
    1350 AVENUE OF THE AMERICAS SUITE
    2900
    NEW YORK,NY10019
    SARA R WOLFENSOHN TRUSTEE/DIRECTOR
    1.00
    0 0 0
    1350 AVENUE OF THE AMERICAS SUITE
    2900
    NEW YORK,NY10019
    NAOMI R WOLFENSOHN TRUSTEE
    1.00
    0 0 0
    1350 AVENUE OF THE AMERICAS SUITE
    2900
    NEW YORK,NY10019
    ADAM R WOLFENSOHN TRUSTEE
    1.00
    0 0 0
    1350 AVENUE OF THE AMERICAS SUITE
    2900
    NEW YORK,NY10019
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    JACKSON HOLE MANAGEMENT CO INC ADMIN & MANAGEMENT SERVICES 135,600
    1350 AVENUE OF AMERICAS STE 2900
    NEW YORK,NY10022
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    224,959
    b
    Average of monthly cash balances.......................
    1b
    323,610
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,393,709
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,942,278
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,942,278
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    29,134
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,913,144
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    95,657
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    95,657
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
     
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    95,657
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    95,657
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    95,657
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,909,463
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,909,463
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,909,463
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 95,657
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 2,243,172
    b From 2011...... 1,365,772
    c From 2012...... 1,312,976
    d From 2013...... 1,192,858
    e From 2014...... 1,703,817
    fTotal of lines 3a through e........ 7,818,595
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,909,463
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 95,657
    e Remaining amount distributed out of corpus 1,813,806
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 9,632,401
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    2,243,172
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    7,389,229
    10 Analysis of line 9:
    a Excess from 2011.... 1,365,772
    b Excess from 2012.... 1,312,976
    c Excess from 2013.... 1,192,858
    d Excess from 2014.... 1,703,817
    e Excess from 2015.... 1,813,806
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    NARAL
    1156 15th Street NW
    Washington,DC20005
    NONE 501(c)3 General contribution 500
    Innovation Africa
    520 Eighth Avenue 15th Floor
    New York,NY10018
    NONE 501(c)3 General contribution 1,000
    American Associates Ben-Gurion University of the Negev
    675 Third Avene
    New York,NY10017
    NONE 501(c)3 General contribution 1,000
    Bang on a Can
    80 Hanson Place Suite 701
    Brooklyn,NY11217
    NONE 501(c)3 Contribution in support of Bang on a Can Marathon 1,000
    Lincoln Center for the Performing Arts
    70 Lincoln Center Plaza
    New York,NY10023
    NONE 501(c)3 Chairman's Council membership 6,000
    Center for Global Development
    1800 Massachusetts Ave NW Third
    Floor
    Washington,DC20036
    NONE 501(c)3 Partners Council membership and second payment of three-year $7,500 pledge 2,500
    Metropolitan Museum of Art
    1000 Fifth Avenue
    New York,NY10028
    NONE 501(c)3 Membership contribution 7,500
    Institute for Advanced Study
    Einstein Drive
    Princeton,NJ08450
    NONE 501(c)3 Second payment of $50,000 pledge in support of Summer School Project 25,000
    Brooklyn Academy of Music
    30 Lafayette Avenue
    Brooklyn,NY11217
    NONE 501(c)3 General contribution 5,000
    Mariinsky Foundation of America
    900 3rd Avenue 19
    New York,NY10022
    NONE 501(c)3 General contribution 5,000
    National Yiddish Theatre-Folskbiene
    90 John Street Suite 410
    New York,NY10038
    NONE 501(c)3 General contribution 1,000
    New York Philharmonic
    Avery Fisher Hall10 Lincoln Center
    Plaza
    New York,NY10023
    NONE 501(c)3 Contribution in support of the Chinese New Year Celebration. 5,000
    Metropolitan Opera Association
    Lincoln Center
    New York,NY10023
    NONE 501(c)3 Yearly contribution 15,000
    Central Wyoming College
    2660 Peck Avenue
    Riverton,WY82501
    NONE 501(c)3 General contribution 1,000
    Dana-Farber Cancer Institute
    450 Brookline Avenue
    Boston,MA02215
    NONE 501(c)3 General contribution 1,000
    Museum of Modern Art
    11 West 53rd Street
    New York,NY10019
    NONE 501(c)3 General contribution 2,500
    Sheridan-Kalorama Historical Association
    2401 Tracy Place
    Washington,DC20008
    NONE 501(c)3 General contribution 50
    Jewish Museum
    1109 5th Avenue
    New York,NY10128
    NONE 501(c)3 General contribution 500
    Marlboro Music School and Festival
    1528 Walnut Street Suite 301
    Philadelphia,PA19102
    NONE 501(c)3 General contribution 1,000
    American Friends of the Yitzhak Rabin Center
    36-12 34th Avenue 4th Floor
    Astoria,NY11106
    NONE 501(c)3 Contribution in lieu of attending gala dinner 1,000
    Orchestra of St Luke's
    450 West 37th Street Suite 502
    New York,NY10018
    NONE 501(c)3 Contribution in lieu of attending gala honoring Clive Gillinson 1,000
    Armenia Tree Project
    65 Main Street
    Watertown,MA02472
    NONE 501(c)3 GENERAL CONTRIBUTION 2,000
    Charlotte Ballet
    701 N Tyron Street
    Charlotte,NC28202
    NONE 501(c)3 General contribution 5,000
    Planned Parenthood Federation of America
    434 West 33rd Street
    New York,NY10001
    NONE 501(c)3 President's Circle membership 1,000
    World Science Festival
    475 Riverside Drive Suite 950
    New York,NY10115
    NONE 501(c)3 General contribution 1,000
    WNYC Foundation
    160 Varick Street
    New York,NY10013
    NONE 501(c)3 Contribution in support of New York Public Radio, matching gift drive 2,000
    American Friends of the Musee dOrsay
    1345 Avenue of the Americas Floor
    31
    New York,NY10105
    NONE 501(c)3 General contribution 1,000
    Hospital for Special Surgery
    162 West 56th Street Suite 405
    New York,NY10019
    NONE 501(c)3 General contribution 1,000
    Metropolitan Opera Association
    Lincoln Center
    New York,NY10024
    NONE 501(c)3 General contribution 2,500
    Caramoor Center for Music and the Arts
    PO Box 816
    Katonah,NY10536
    NONE 501(c)3 General contribution 2,500
    Luria Academy in Brooklyn
    238 St Marks Place
    Brooklyn,NY11238
    NONE 501(c)3 General contribution 1,800
    Jackson Hole Center for Global Affairs
    PO Box 3040
    Jackson,WY83001
    NONE 501(c)3 First payment of two-year $25,000 pledge 12,500
    Museum of Jewish Heritage
    36 Battery Place
    New York,NY10280
    NONE 501(c)3 General contribution 450
    New York Presbyterian Hospital
    525 East 68th Street
    New York,NY10065
    NONE 501(c)3 General contribution 5,000
    Polyphony Foundation
    99 River Road
    Cos Cob,CT06807
    NONE 501(c)3 General contribution 1,000
    Edward M Kennedy Institute
    Columbia Point
    Boston,MA02125
    NONE 501(c)3 General contribution 5,000
    Shoe4Africa
    8040 161st Avenue NE
    Redmond,WA98052
    NONE 501(c)3 General contribution 2,500
    National Dance Institute
    217 West 147th Street
    New York,NY10029
    NONE 501(c)3 General contribution 2,500
    Sasha Bruce Youthwork
    741 8th Street SE
    Washington,DC20003
    NONE 501(c)3 General contribution 2,500
    American Jewish Committee
    165 East 56th Street
    New York,NY10022
    NONE 501(c)3 General contribution 500
    Amnesty International
    5 Penn Plaza Floor 16
    New York,NY10001
    NONE 501(c)3 General contribution 350
    Breast Cancer Research Foundation
    60 East 56th Street 8th Floor
    New York,NY10022
    NONE 501(c)3 GENERAL Contribution 5,000
    Perlman Music Program
    19 West 69th Street Suite 304
    New York,NY10023
    NONE 501(c)3 General contribution 500
    Alzheeimer's Drug Discovery Foundation
    57 West 57th Street
    New York,NY10019
    NONE 501(c)3 General contribution 1,000
    Congregation Or Zarua
    127 East 82nd Street
    New York,NY10028
    NONE 501(c)3 Contribution in support of Ma'ot Hittim Fund 500
    Northside Center for Child Development
    1301 Fifth Avenue
    New York,NY10029
    NONE 501(c)3 General contribution 500
    New Visions for Public Schools
    320 West 13th Street
    New York,NY10014
    NONE 501(c)3 General contribution 1,500
    National Democratic Institute
    455 Maasachusetts Ave NW 8th Floor
    Washington,DC20001
    NONE 501(c)3 General contribution 2,500
    Youth for Understanding USA Inc
    641 S Street NW Suite 200
    Washington,DC20001
    NONE 501(c)3 General contribution 1,000
    Visiting Nurse Service of New York
    1250 Broadway 7th Floor
    New York,NY10001
    NONE 501(c)3 General contribution 1,000
    Manitou Camps Foundation
    PO Box5099
    Westport,CT06881
    NONE 501(c)3 General contribution 1,000
    Frick Collection
    1 East 70th Street
    New York,NY10021
    NONE 501(c)3 General contribution 2,500
    WETA
    3939 Campbell Avenue
    Arlington,VA22206
    NONE 501(c)3 GENERAL Contribution 5,000
    Museum of Modern Art
    11 West 53rd Street
    New York,NY10019
    NONE 501(c)3 General contribution 1,500
    Aleph Society
    25 West 45th Street
    New York,NY10036
    NONE 501(c)3 General contribution 2,500
    Seeds of Peace
    370 Lexington Ave Suite 1201
    New York,NY10017
    NONE 501(c)3 General contribution 1,250
    American Friends of Yeshivot Bnei Akiva
    11 Broadway 901
    New York,NY10004
    NONE 501(c)3 General contribution 1,000
    Peter Westbrook Foundation
    GPO Box 7554
    New York,NY10116
    NONE 501(c)3 General contribution 1,500
    NYU Langone Medical Center
    One Park Avenue 17th Floor
    New York,NY10116
    NONE 501(c)3 General contribution 1,000
    Sesame Workshop
    17-19 Marble Avenue
    Pleasanville,NY10670
    NONE 501(c)3 General contribution 500
    ELEM Youth in Distress in Israel
    270 Madison Ave Suite 1501
    New York,NY10016
    NONE 501(c)3 General contribution 500
    Jewish Museum
    1109 5th Avenue
    New York,NY10128
    NONE 501(c)3 General contribution 1,000
    PEF Israel Endowment Fund
    317 Madison Avenue Suite 607
    New York,NY10017
    NONE 501(c)3 Contribution to Tevel b'Tzedek 2,500
    Council on Foreign Relations
    58 East 68th Street
    New York,NY10065
    NONE 501(c)3 Contribution to annual fund 10,000
    Martina Arroyo Foundation
    57 West 57th Street 4th Floor
    New York,NY10019
    NONE 501(c)3 General contribution 1,000
    Wyoming Public Media
    Dept 3984 1000 E University Drive
    Laramie,WY82071
    NONE 501(c)3 General contribution 500
    Wellesley College
    106 Central Street
    Wellesley,MA02481
    NONE 501(c)3 General contribution 250
    WNET
    232 Madison Avenue Suite 1107
    New York,NY10016
    NONE 501(c)3 General contribution 1,000
    Chateauville Foundation
    8609 Westwood Center Dr Suite 450
    Vienna,VA22182
    NONE 501(c)3 General contribution 3,000
    Congregation Kehilath Jeshurun
    125 East 85th Street
    New York,NY10028
    NONE 501(c)3 General contribution 2,197
    Dancers' Workshop
    240 South Glenwood Street
    Jackson,WY83001
    NONE 501(c)3 General contribution 1,500
    Seeds of Peace
    370 Lexington Ave Suite 1201
    New York,NY10017
    NONE 501(c)3 General contribution 1,250
    Disability Rights International
    1666 Connecticut Ave NW Suite 325
    Washington,DC20009
    NONE 501(c)3 General contribution 2,500
    Israel Policy Forum
    140 West 57th Street Suite 6C
    New York,NY10019
    NONE 501(c)3 General contribution 5,000
    International Rescue Committee
    122 E42nd Street
    New York,NY10168
    NONE 501(c)3 General contribution 10,000
    Congregation Or Zarua
    127 East 82nd Street
    New York,NY10028
    NONE 501(c)3 Contribution in honor of Benjamin Botwinick's yahrzeit 500
    Public Theater
    425 Lafayette Street
    New York,NY10003
    NONE 501(c)3 GENERAL Contribution 1,000
    University of Sydney USA Foundation
    PO Box 3040
    Princeton,NJ08542
    NONE 501(c)3 General contribution 5,000
    Martina Arroyo Foundation
    57 West 57th Street 4th Floor
    New York,NY10019
    NONE 501(c)3 General contribution 1,000
    Murie Center
    1 Murie Ranch Road
    Moose,WY83012
    NONE 501(c)3 General contribution 500
    American Hospital of Paris Foundation
    150 E 58th Street 24th Floor
    New York,NY10155
    NONE 501(c)3 General contribution 5,000
    American Committee for the Weizmann Institute of Science
    Church Street Station PO Box 19002
    New York,NY10277
    NONE 501(c)3 General contribution 1,000
    American Friends of the Israel Philharmonic Orchestra
    122 E 42nd Street Suite 4507
    New York,NY10168
    NONE 501(c)3 GENERAL Contribution 15,000
    Friends of Mitchell Park
    2401 Tracy Place NW
    Washington,NY20008
    NONE 501(c)3 General contribution 100
    Metropolitan Opera Association
    Lincoln Center
    New York NY,NY10023
    NONE 501(c)3 General contribution 12,000
    Animals Asia Foundation
    300 Broadway Suite 32
    San Francisco,CA94133
    NONE 501(c)3 General contribution 500
    Mohonk Preserve
    PO Box 715
    New Paltz,NY12561
    NONE 501(c)3 Third payment of five-year $25,000 pledge 5,000
    Bretton Woods Committee
    1726 M Street NW Suite 200
    Washington,DC20036
    NONE 501(c)3 General contribution 10,000
    American Friends of the IDC
    116 East 16th Street 11th Floor
    New York,NY10003
    NONE 501(c)3 General contribution 2,500
    Community Resource Center
    PO Box 1232
    Jackson,WY83001
    NONE 501(c)3 General contribution 1,000
    Harlem Educational Activities Fund
    708 Third Avenue 6th Floor
    New York,NY10017
    NONE 501(c)3 General contribution 1,500
    Schomburg Center
    15 Malcolm X Blvd
    New York,NY10037
    NONE 501(c)3 General contribution 5,000
    Congregation Or Zarua
    127 East 82nd Street
    New York,NY10028
    NONE 501(c)3 General contribution 3,425
    American Australian Association
    254 West 29th Street 5th Floor
    New York,NY10001
    NONE 501(c)3 General contribution 2,000
    Mentor Foundation USA
    900 K Street Northwest South
    Building Suite 501
    Washington,DC20007
    NONE 501(c)3 General contribution 5,000
    Wild Salmon Center
    721 NW Ninth Ave Suite 300
    Portland,OR97209
    NONE 501(c)3 General contribution 5,000
    Carnegie Hall
    881 Seventh Avenue
    New York,NY10019
    NONE 501(c)3 General contribution 14,500
    Institute of International Education
    809 United Nations Plaza 9th Floor
    New York,NY10017
    NONE 501(c)3 General contribution 1,000
    Isles Inc
    10 Wood Street
    Trenton,NJ08618
    NONE 501(c)3 General contribution 2,500
    Appeal of Conscience Foundation
    355 Lexington Avenue 3rd Floor
    New York,NY10017
    NONE 501(c)3 General contribution 5,000
    United States Holocaust Memorial Museum
    100 Raoul Wallenberg Place SW
    Washington,DC20024
    NONE 501(c)3 Second payment of $12,000 pledge to bring total giving to $100,000 4,000
    UNFUNA-USA
    1750 Pennsylvania Avenue NW Suite
    300
    Washington,DC20006
    NONE 501(c)3 General contribution 1,500
    American Jewish Historical Society
    15 West 16th Street
    New York,NY10011
    NONE 501(c)3 General contribution 1,500
    World Childhood Foundation Inc
    40 E 43rd Street 183
    New York,NY10016
    NONE 501(c)3 General contribution 1,000
    Endeavor Global Inc
    900 Broadway Suite 301
    New York,NY10003
    NONE 501(c)3 General contribution 2,500
    Harlem School of the Arts
    645 Saint Nicholas Avenue
    New York,NY10030
    NONE 501(c)3 General contribution 2,500
    University of Wyoming Foundation
    222 S 22nd Street
    Laramie,WY82070
    NONE 501(c)3 Annual giving 2,500
    Cancer Research Institute
    55 Broadway Suite 1802
    New York,NY10006
    NONE 501(c)3 General contribution 2,500
    New York Philharmonic
    10 Lincoln Center Plaza
    New York,NY10023
    NONE 501(c)3 General contribution 1,000
    World Childhood Foundation Inc
    40 E 43rd Street 183
    New York,NY10016
    NONE 501(c)3 General contribution 1,000
    World Jewish Congress Foundation
    501 Madison Avenue
    New York,NY10022
    NONE 501(c)3 General contribution 2,000
    Visiting Nurse Service of New York
    107 East 70th Street
    New York,NY10021
    NONE 501(c)3 General contribution 1,000
    Cold Spring Harbor Laboratory
    One Bungtown Road
    Cold Spring Harbor,NY11724
    NONE 501(c)3 General contribution 2,000
    Neue Galerie
    1048 Fifth Avenue
    New York,NY10028
    NONE 501(c)3 General contribution 500
    Lyford Cay Foundation
    521 Fifth Avenue 10th Floor
    New York,NY10175
    NONE 501(c)3 General contribution to the scholarship fund 1,500
    International Women's Health Coalition
    333 Seventh Avenue 6th Floor
    New York,NY10001
    NONE 501(c)3 General contribution 1,000
    Friends of Jewish Museum Berlin
    239 Ridgeview Road
    Princeton,NJ08540
    NONE 501(c)3 General contribution 1,000
    Leukemia and Lymphoma Society
    61 Broadway Suite 400
    New York,NY10006
    NONE 501(c)3 General contribution 1,000
    America-Israel Cultural Foundation
    1140 Broadway Suite 304
    New York,NY10001
    NONE 501(c)3 General contribution 1,500
    Community Foundation of Jackson Hole
    245 E Simpson Street
    Jackson,WY83001
    NONE 501(c)3 General contribution 44,000
    American Friends of the Israel Museum
    500 Fifth Ave Suite 2540
    New York,NY10110
    NONE 501(c)3 General contribution 1,000
    ABANA
    150 West 28th Street Suite 801
    New York,NY10001
    NONE 501(c)3 General contribution 1,000
    Rand Corporation
    1776 Main Street PO Box 2138
    Santa Monica,CA90407
    NONE 501(c)3 General contribution 1,500
    American Friends of the Open University of Israel
    120 E 56th Street Suite 900
    New York,NY10022
    NONE 501(c)3 General contribution 10,000
    American Philosophical Society
    104 South Fifth Street
    Philadelphia,PA19106
    NONE 501(c)3 Annual Fund 2,500
    Congregation Or Zarua
    127 East 82nd Street
    New York,NY10028
    NONE 501(c)3 General contribution 360
    America-Israel Friendship League
    134 East 39th Street
    New York,NY10016
    NONE 501(c)3 General contribution 1,500
    World Jewish Congress
    501 Madison Avenue 9th Floor
    New York,NY10022
    NONE 501(c)3 General contribution 2,000
    Hospital for Special Surgery
    525 E 70th Street
    New York,NY10021
    NONE 501(c)3 General contribution 1,000
    Central European University
    PO Box 1215
    Herndon,VA20172
    NONE 501(c)3 General contribution 1,000
    Job Path
    22 West 38th Street 11th Floor
    New York,NY10018
    NONE 501(c)3 General contribution 500
    Teachers College
    525 West 120th Street Box 306
    New York NY,NY10027
    NONE 501(c)3 General contribution 2,500
    San Francisco Free Clinic
    4900 California Street
    San Francisco,CA94118
    NONE 501(c)3 General contribution 500
    American Academy of Arts and Sciences
    136 Irving Street
    Cambridge,MA02138
    NONE 501(c)3 Contribution in support of annual fund 2,500
    Woodley House
    14 No Capitol Street NW
    Washington,DC20002
    NONE 501(c)3 General contribution 500
    Columbia University
    722 West 168th Street Rm 1401
    New York,NY10032
    NONE 501(c)3 General contribution 1,000
    Alzheeimer's Drug Discovery Foundation
    57 West 57th Street Suite 904
    New York,NY10019
    NONE 501(c)3 General contribution 1,000
    Dissent
    120 Wall Street 31st Floor
    New York,NY10005
    NONE 501(c)3 General contribution 500
    Amazon Conservation Association
    1012 14th Street NW 625
    Washington,DC20005
    NONE 501(c)3 General contribution 1,000
    New School
    55 W 13th Street Rm 929
    New York,NY10011
    NONE 501(c)3 General contribution 1,500
    Financial Services Volunteer Corps
    10 East 53rd Street 36th Floor
    New York,NY10022
    NONE 501(c)3 General contribution 2,500
    Young Audiences
    171 Madison Ave Suite 200
    New York,NY10016
    NONE 501(c)3 General contribution 1,000
    American Friends of Beit Hatfutsot
    622 Third Avenue 21st Floor
    New York,NY10017
    NONE 501(c)3 General contribution 1,000
    Lifeline
    845 3rd Avenue Suite 1400
    New York,NY10022
    NONE 501(c)3 General contribution 2,500
    American Federation of Arts
    305 Easr 47th Street 10th Floor
    New York,NY10017
    NONE 501(c)3 General contribution 5,000
    Salzburg Global Seminar
    1730 Pennsylvania Avenue NW Suite
    250
    Washington,DC20006
    NONE 501(c)3 Second payment of two-year $10,000 pledge 5,000
    American-Italian Cancer Foundation
    112 E 71st Street 2B
    New York,NY10021
    NONE 501(c)3 General contribution 3,500
    Margaret McNamara Education Grants
    1818 H Street NW MSN J2-202
    Washington,DC20433
    NONE 501(c)3 General contribution 1,000
    Historic Hudson Valley
    639 Bedford Road
    Pocantico Hills,NY10591
    NONE 501(c)3 General contribution 5,000
    Teachers College
    525 West 120th Street Box 306
    New York,NY10027
    NONE 501(c)3 Annual Fund 2,500
    New York Philharmonic
    10 Lincoln Center Plaza
    New York,NY10023
    NONE 501(c)3 Sponsor Patron membership 5,000
    Silkroad Project
    175 North Harvard Street
    Boston,MA02134
    NONE 501(c)3 General contribution 2,500
    Congregation Kehilath Jeshurun
    125 East 85th Street
    New York,NY10028
    NONE 501(c)3 Annual Fund 2,500
    Jewish Theological Seminary
    3080 Broadway
    New York,NY10027
    NONE 501(c)3 GENERAL contribution 10,000
    Congregation Or Zarua
    127 East 82nd Street
    New York,NY10028
    NONE 501(c)3 Kol Nidre Appeal 2,700
    Harvard Kennedy School
    79 JFK Street Mail Bos 120
    Cambridge,MA02138
    NONE 501(c)3 Sir James Wolfensohn Public Service Scholarship 10,000
    Total .................................bullet 3a 484,682
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
        14 29  
    4 Dividends and interest from securities....     14 7  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 -7,114  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 -7,078 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13-7,078
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    8 LONG TERM LOSS ON GREYCROFT INVESTMENT
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    WOLFENSOHN FAMILY FOUNDATION
     
    Employer identification number

    13-3781581
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    WOLFENSOHN FAMILY FOUNDATION
     
    Employer identification number
    13-3781581
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    james d wolfensohn  
    5305 north prince place
     
    jackson hole, WY83001

    $ 1,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
     
     

    safra philanthropic foundation  
    1350 AVENUE OF THE AMERICAS NO 2900
     
    new york, NY10019

    $ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    WOLFENSOHN FAMILY FOUNDATION
     
    Employer identification number

    13-3781581
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    WOLFENSOHN FAMILY FOUNDATION
     
    Employer identification number

    13-3781581
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    WOLFENSOHN FAMILY FOUNDATION
    EIN:
    13-3781581
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,620 0   3,620

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 DepreciationSchedule
    Name:
    WOLFENSOHN FAMILY FOUNDATION
    EIN:
    13-3781581
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTERS 2002-06-07 1,119 1,119 200DB 5.000000000000 0 0    
    COMPUTERS 2002-06-08 2,257 2,257 200DB 5.000000000000 0 0    
    MONITORS 2002-06-17 1,199 1,199 200DB 5.000000000000 0 0    
    PRINTER 2002-10-17 2,762 2,762 200DB 5.000000000000 0 0    
    SOFTWARE 2002-06-20 380 380 SL 3.000000000000 0 0    
    COMPUTERS 2002-06-30 1,365 1,365 SL 5.000000000000 0 0    
    COMPUTER EQUIP 2004-03-11 1,355 1,355 SL 5.000000000000 0 0    
    COMPUTER EQUIP 2004-04-16 2,730 2,730 SL 5.000000000000 0 0    
    SOFTWARE 2012-02-16 4,703 4,442 SL 3.000000000000 261 0    

    TY 2015 InvestmentsOtherSchedule2
    Name:
    WOLFENSOHN FAMILY FOUNDATION
    EIN:
    13-3781581
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GREYCROFT PARTNERS LP FMV 422,740 422,740
    PTOLEMY III LP FMV 603,134 603,134
    NORTHERN HELLENIC HOLDINGS LLC FMV 2,156 2,156
    OPEN INVESTMENTS FMV 53,419 53,419
    Q-BLK PRIVATE CAPITAL 2002 LP AT COST 90,403 90,403
    SYNTA PHARMACEUTICALS CORP AT COST 30,702 30,702

    TY 2015 OtherAssetsSchedule
    Name:
    WOLFENSOHN FAMILY FOUNDATION
    EIN:
    13-3781581
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM JACKSON HOLE MANAGEMENT CO, INC. 3,230    


    TY 2015 OtherDecreasesSchedule
    Name:
    WOLFENSOHN FAMILY FOUNDATION
    EIN:
    13-3781581
    Description Amount
    UNREALIZED LOSSES 472,722


    TY 2015 OtherExpensesSchedule
    Name:
    WOLFENSOHN FAMILY FOUNDATION
    EIN:
    13-3781581
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AMERICAN EXPRESS 112 0   112
    BANK FEES 385 0   385
    DUES PAID 4,100 0   4,100
    insurance 1,325,000 0   1,325,000
    OFFICE EXPENSE 335 0   335
    PASS THRU, SCP SHARE EXCHANGE CO. 2,213 2,213   0
    PASS THRU, SCP SHARE EXCHANGE CO. 11,437 11,437   0
    pass-thru, GREYCROFT K-1 8,229 8,229   0
    miscellaneous 738 0   738


    TY 2015 OtherLiabilitiesSchedule
    Name:
    WOLFENSOHN FAMILY FOUNDATION
    EIN:
    13-3781581
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO JACKSON HOLE MGT,CO,INC 1,763,043 1,763,489
    PLEDGED FUTURE CONTRIBUTIONS 58,000 20,000
    Accrued Expense 5,240 0
    DUE TO WOLFENSOHN 0 33,900


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    WOLFENSOHN FAMILY FOUNDATION
    EIN:
    13-3781581
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 135,600 45,209   90,391


    TY 2015 TaxesSchedule
    Name:
    WOLFENSOHN FAMILY FOUNDATION
    EIN:
    13-3781581
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    nys department of law 100 0   100