-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
The Skadden Foundation
Number and street (or P.O. box number if mail is not delivered to street address)
360 Hamilton Avenue
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
White Plains
,
NY
106011811
A Employer identification number
13-3455231
B
Telephone number (see instructions)
(914) 750-3436
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
11,702,916
J
Accounting method:
Cash
Accrual
Other (specify)
Modified Cash Basis
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2,200,000
2
Check
.............
3
Interest on savings and temporary cash investments
2,732
2,732
4
Dividends and interest from securities
...
259,656
259,656
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
244,211
b
Gross sales price for all assets on line 6a
2,651,425
7
Capital gain net income (from Part IV, line 2)
...
244,211
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
0
b
Less: Cost of goods sold
....
0
c
Gross profit or (loss) (attach schedule)
.....
0
11
Other income (attach schedule)
.......
6,382
0
0
12
Total.
Add lines 1 through 11
........
2,712,981
506,599
0
13
Compensation of officers, directors, trustees, etc.
501,023
501,023
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
0
0
0
0
b
Accounting fees (attach schedule)
.......
0
0
0
0
c
Other professional fees (attach schedule)
....
57,254
57,254
0
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
26,155
0
0
25,157
19
Depreciation (attach schedule) and depletion
...
0
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
98,312
98,312
22
Printing and publications
..........
37,103
37,103
23
Other expenses (attach schedule)
.......
23,108
0
0
23,108
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
742,955
57,254
0
684,703
25
Contributions, gifts, grants paid
.......
4,035,709
4,035,709
26
Total expenses and disbursements.
Add lines 24 and 25
4,778,664
57,254
0
4,720,412
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-2,065,683
b
Net investment income
(if negative, enter -0-)
449,345
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
5,815
44,441
44,441
2
Savings and temporary cash investments
.........
6,326,674
3,743,306
3,743,306
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
0
0
0
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
0
0
0
7
Other notes and loans receivable (attach schedule)
0
Less: allowance for doubtful accounts
0
0
0
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
405,448
471,101
471,101
b
Investments—corporate stock (attach schedule)
.......
3,089,932
3,922,695
3,922,695
c
Investments—corporate bonds (attach schedule)
.......
2,922,991
3,521,373
3,521,373
11
Investments—land, buildings, and equipment: basis
0
Less: accumulated depreciation (attach schedule)
0
0
0
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
0
0
0
14
Land, buildings, and equipment: basis
0
Less: accumulated depreciation (attach schedule)
0
0
0
15
Other assets (describe
)
0
0
0
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
12,750,860
11,702,916
11,702,916
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
0
0
21
Mortgages and other notes payable (attach schedule)
......
0
0
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
11,264,623
10,086,051
25
Net assets with donor restrictions
............
1,486,237
1,616,865
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
12,750,860
11,702,916
30
Total liabilities and net assets/fund balances
(see instructions)
.
12,750,860
11,702,916
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
12,750,860
2
Enter amount from Part I, line 27a
.....................
2
-2,065,683
3
Other increases not included in line 2 (itemize)
3
1,017,739
4
Add lines 1, 2, and 3
..........................
4
11,702,916
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
11,702,916
Form
990-PF
(2019)
Form 990-PF (2019)
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
Securities
P
b
Capital Gain Distribution
P
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
2,651,425
2,444,303
207,122
b
37,089
37,089
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
0
207,122
b
0
37,089
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
244,211
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
...................
3
0
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?
Yes
No
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))
2018
4,584,533
9,552,875
0.479911
2017
4,307,026
9,265,034
0.464869
2016
4,256,823
8,762,422
0.485804
2015
4,172,732
8,744,748
0.477170
2014
4,011,813
10,605,828
0.378265
2
Total
of line 1, column (d)
.....................
2
2.286019
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.457204
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
11,647,167
5
Multiply line 4 by line 3
......................
5
5,325,131
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
4,493
7
Add lines 5 and 6
........................
7
5,329,624
8
Enter qualifying distributions from Part XII, line 4
,.............
8
4,720,412
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
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
8,987
here
and 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
3
Add lines 1 and 2
...........................
3
8,987
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
8,987
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
8,782
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
7,000
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
15,782
8
Enter any
penalty
for underpayment of estimated tax.
Check here
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
6,795
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
6,795
Refunded
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
Yes
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)
NY
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 2019 or the taxable year beginning in 2019? See the 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
(2019)
Form 990-PF (2019)
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 address
WWW.SKADDENFELLOWSHIPS.ORG
14
The books are in care of
Yael Margalit
Telephone no.
(914) 750-3436
Located at
360 HAMILTON AVENUE
WHITE PLAINS
NY
ZIP+4
106011811
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
No
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
No
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
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
Kathleen Rubenstein
Executive Director from 7/1/19
40.000
147,500
5,900
0
360 Hamilton Avenue
White Plains
,
NY
106011811
BARRY H GARFINKEL
TRUSTEE
1.000
0
0
0
360 Hamilton Avenue
White Plains
,
NY
106011811
ERIC J FRIEDMAN
TRUSTEE
1.000
0
0
0
360 Hamilton Avenue
White Plains
,
NY
106011811
Judith Browne Dianis
TRUSTEE
1.000
0
0
0
360 Hamilton Avenue
White Plains
,
NY
106011811
MARTHA MINOW
TRUSTEE
1.000
0
0
0
360 Hamilton Avenue
White Plains
,
NY
106011811
Raymond J McGuire
TRUSTEE
1.000
0
0
0
360 Hamilton Avenue
White Plains
,
NY
106011811
SUZANNE M KLAHR
TRUSTEE
1.000
0
0
0
360 Hamilton Avenue
White Plains
,
NY
106011811
ROBERT C SHEEHAN
TRUSTEE
1.000
0
0
0
360 Hamilton Avenue
White Plains
,
NY
106011811
Solomon Watson IV
Trustee
1.000
0
0
0
360 Hamilton Avenue
White Plains
,
NY
106011811
Derek Douglas
Trustee
1.000
0
0
0
360 Hamilton Avenue
White Plains
,
NY
106011811
LAUREN E AGUIAR
PRESIDENT
1.000
0
0
0
360 Hamilton Avenue
White Plains
,
NY
106011811
Emily M Lam
VICE PRESIDENT
1.000
0
0
0
360 Hamilton Avenue
White Plains
,
NY
106011811
Mark A McDermott
VICE PRESIDENT
1.000
0
0
0
360 Hamilton Avenue
White Plains
,
NY
106011811
SEAN C DOYLE
VICE PRESIDENT
1.000
0
0
0
360 Hamilton Avenue
White Plains
,
NY
106011811
Yael Y Margalit
TREASURER
1.000
0
0
0
360 Hamilton Avenue
White Plains
,
NY
106011811
SUSAN Butler PLUM
Executive Director through 7/1/19, Senior Advisor & Secretary
40.000
265,000
82,623
0
360 Hamilton Avenue
White Plains
,
NY
106011811
Albert Pak
Trustee
1.000
0
0
0
360 Hamilton Avenue
White Plains
,
NY
106011811
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
Total
number of other employees paid over $50,000
...................
2
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
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
Total
number of others receiving over $50,000 for professional services
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
7,431,835
b
Average of monthly cash balances
.......................
1b
4,392,700
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
11,824,535
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
3
Subtract line 2 from line 1d
.........................
3
11,824,535
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
177,368
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
11,647,167
6
Minimum investment return.
Enter 5% of line 5
..................
6
582,358
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
582,358
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
8,987
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
8,987
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
573,371
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
573,371
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
573,371
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
4,720,412
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
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
4,720,412
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
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
4,720,412
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
573,371
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
2016
,
2015
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
3,484,537
b
From 2015
......
3,713,877
c
From 2016
......
3,821,261
d
From 2017
......
3,852,177
e
From 2018
......
4,112,339
f
Total
of lines 3a through e
........
18,984,191
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
4,720,412
a
Applied to 2018, 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 2019 distributable amount
.....
573,371
e
Remaining amount distributed out of corpus
4,147,041
5
Excess distributions carryover applied to 2019.
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
23,131,232
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
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
3,484,537
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
19,646,695
10
Analysis of line 9:
a
Excess from 2015
....
3,713,877
b
Excess from 2016
....
3,821,261
c
Excess from 2017
....
3,852,177
d
Excess from 2018
....
4,112,339
e
Excess from 2019
....
4,147,041
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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 foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
Robert Sheehan Trustee
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
KATHLEEN RUBENSTEIN
One Manhattan West
New York
,
NY
100018602
(212) 735-3954
b
The form in which applications should be submitted and information and materials they should include:
SEE ATTACHED APPLICATION
c
Any submission deadlines:
FELLOWSHIP APPLICATION DUE ANNUALLY IN SEPTEMBER, FLOM INCUBATOR GRANTS DUE JANUARY 15 AND JULY 15.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ATTACHED APPLICATION
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
Legal Aid at Work
180 Montgomery Street Suite 600
San Francisco
,
CA
94104
None
PC
PAYMENTS FOR FELLOWS
10,000
Hamilton County Municipal Court Help Center
1000 Main Street Rm 113
Cincinnati
,
OH
45202
None
PC
PAYMENTS FOR FELLOWS
10,000
Urban Justice Center
Community Development Project 123 W
illiam Street 16th Floor
New York
,
NY
10038
None
PC
PAYMENTS FOR FELLOWS
10,000
Justice Inc
PO Box 27280
Los Angeles
,
CA
90027
None
PC
PAYMENTS FOR FELLOWS
10,000
The Arc
1825 K Street NW Suite 1200
Washington
,
DC
20006
None
PC
PAYMENTS FOR FELLOWS
10,000
FJC Foundation of Philanthropic Funds
Attn Laura Hoffman Lauren Raue 520
8th Avenue 20th Floor
New York
,
NY
10018
None
PC
PAYMENTS FOR FELLOWS
10,000
Legal Aid at Work
180 Montgomery Street Suite 600
San Francisco
,
CA
94104
None
PC
PAYMENTS FOR FELLOWS
10,000
ACLU Foundation of Southern California
1313 W 8th Street
Los Angeles
,
CA
90017
None
PC
PAYMENTS FOR FELLOWS
16,500
ACLU Foundation of Texas
5225 Katy Freeway Suite 350
Houston
,
TX
77007
None
PC
PAYMENTS FOR FELLOWS
64,775
ACLU of Michigan
2966 Woodward Avenue
Detroit
,
MI
48201
None
PC
PAYMENTS FOR FELLOWS
30,222
Advancement Project
1220 L Street NW
Washington
,
DC
20005
None
PC
PAYMENTS FOR FELLOWS
150
Advancement Project
1220 L Street NW
Washington
,
DC
20005
None
PC
PAYMENTS FOR FELLOWS
32,555
Akilah Browne
700 Brook Ave Apt 1B
Bronx
,
NY
10455
None
I
PAYMENTS FOR FELLOWS
2,840
Albert Pak
12805 Broadstreet Avenue
Detroit
,
MI
48238
None
I
PAYMENTS FOR FELLOWS
484
Alexis Bailey
2527 Devonshire Road
Ann Arbor
,
MI
48104
None
I
PAYMENTS FOR FELLOWS
429
Allyson Bain
436 Fairhaven Lane
Mundelein
,
IL
60060
None
I
PAYMENTS FOR FELLOWS
364
American Civil Liberties Union
525 Jefferson Aveune Suite 300
Toledo
,
OH
43604
None
PC
PAYMENTS FOR FELLOWS
41,222
American Civil Liberties Union
125 Broad Street 18th Floor
New York
,
NY
10004
None
PC
PAYMENTS FOR FELLOWS
34,442
American Civil Liberties Union
125 Broad Street 18th Floor
New York
,
NY
10004
None
PC
PAYMENTS FOR FELLOWS
70,531
American Civil Liberties Union
125 Broad Street 18th Floor
New York
,
NY
10004
None
PC
PAYMENTS FOR FELLOWS
70,501
American Civil Liberties Union
125 Broad Street 18th Floor
New York
,
NY
10004
None
PC
PAYMENTS FOR FELLOWS
70,608
American Civil Liberties Union
125 Broad Street 18th Floor
New York
,
NY
10004
None
PC
PAYMENTS FOR FELLOWS
34,859
American Civil Liberties Union
125 Broad Street 18th Floor
New York
,
NY
10004
None
PC
PAYMENTS FOR FELLOWS
34,865
Angela Breining
1726 H Street Unit 6
Sacramento
,
CA
95811
None
I
PAYMENTS FOR FELLOWS
480
Archcity Defenders Inc
440 North 4th Street Suite 390
St Louis
,
MO
63102
None
PC
PAYMENTS FOR FELLOWS
31,640
Ariana Cernius
933 Hilgard Avenue Apt 205
Los Angeles
,
CA
90024
None
I
PAYMENTS FOR FELLOWS
459
Asian American Legal Defense and Education Fund
99 Hudson Street 12 Floor Left
New York
,
NY
10013
None
PC
PAYMENTS FOR FELLOWS
73,216
Asian Americans Advancing Justice
1145 Wilshire Boulevard
Los Angeles
,
CA
90004
None
PC
PAYMENTS FOR FELLOWS
47,228
Asylum Seeker Advocacy Project
228 Park Avenue S 84810
New York
,
NY
100031502
None
PC
PAYMENTS FOR FELLOWS
31,954
Aubrey Sparks
1413 Quarrier Street
Chalerston
,
WV
25301
None
I
PAYMENTS FOR FELLOWS
546
Ayuda
6925 B Willow Street NW
Washington
,
DC
20012
None
PC
PAYMENTS FOR FELLOWS
62,185
Bet Tzedek Legal Services
3250 Wilshire Boulevard 13th Floor
Los Angeles
,
CA
90010
None
PC
PAYMENTS FOR FELLOWS
30,972
Bet Tzedek Legal Services
3250 Wilshire Boulevard 13th Floor
Los Angeles
,
CA
90010
None
PC
PAYMENTS FOR FELLOWS
31,049
Blair Bowie
5012 Lowell Street NW
Washington
,
DC
20016
None
I
PAYMENTS FOR FELLOWS
272
Brian Highsmith
248 Franklin St Apt 1
Cambridge
,
MA
02139
None
I
PAYMENTS FOR FELLOWS
539
Brian Klosterboer
3550 Main St Apt 7421
Houston
,
TX
77002
None
I
PAYMENTS FOR FELLOWS
427
Brooklyn Defender Services
177 Livingston Street
Brooklyn
,
NY
11201
None
PC
PAYMENTS FOR FELLOWS
71,199
Brooklyn Legal Services Corporation A
260 Broadway
Brooklyn
,
NY
11211
None
PC
PAYMENTS FOR FELLOWS
71,347
Business Professional People Pub Int
25 East Washington Street Suite 151
5
Chicago
,
IL
606021852
None
PC
PAYMENTS FOR FELLOWS
30,950
California Rural Legal Assistance
1430 Franklin Street Suite 103
Oakland
,
CA
94612
None
PC
PAYMENTS FOR FELLOWS
59,194
Campaign Legal Center
1411 K St NW Suite 1400
Washington
,
DC
20005
None
PC
PAYMENTS FOR FELLOWS
31,210
Centro Legal De La Raza
3022 International Blvd Suite 410
Oakland
,
CA
94601
None
PC
PAYMENTS FOR FELLOWS
31,114
Chicago Lawyers' Comm for Civil Rights
100 N LaSalle Street Ste 600
Chicago
,
IL
60602
None
PC
PAYMENTS FOR FELLOWS
69,608
Christina Avalos
522 S Normandie Avenue Apt 202
Los Angeles
,
CA
90020
None
I
PAYMENTS FOR FELLOWS
475
Coalition for Humane Immigrant Rights
2533 W 3rd St 101
Los Angeles
,
CA
90057
None
PC
PAYMENTS FOR FELLOWS
30,690
Colorado Juvenile Defender Center
1245 E Colfax Avenue Suite 204
Denver
,
CO
80218
None
PC
PAYMENTS FOR FELLOWS
31,537
Community Activism Law Alliance
17 North State Street Suite 1380
Chicago
,
IL
60602
None
PC
PAYMENTS FOR FELLOWS
10,868
Community Justice Project
3000 Biscayne Boulevard Suite 106
Miami
,
FL
33137
None
PC
PAYMENTS FOR FELLOWS
30,514
Community Legal Services Inc
1424 Chestnut Street
Philadelphia
,
PA
19102
None
PC
PAYMENTS FOR FELLOWS
35,570
Cory Sagduyu
2111 Jefferson Davis Highway Apt 92
2N
Arlington
,
VA
22202
None
I
PAYMENTS FOR FELLOWS
630
Delaware Community Legal Aid Society
100 West 10th Street Suite 801
Wilmington
,
DE
19801
None
PC
PAYMENTS FOR FELLOWS
31,833
Education Law Center
60 Park Place Suite 300
Newark
,
NJ
07012
None
PC
PAYMENTS FOR FELLOWS
48,809
Eleanor Kittilstad
5440 N Winthrop Avenue Unit 3W
Chicago
,
IL
60640
None
I
PAYMENTS FOR FELLOWS
341
Elizabeth Bixby
1833 Filbert Street 2
San Francisco
,
CA
94123
None
I
PAYMENTS FOR FELLOWS
641
Elizabeth Leiserson
3360 Mimosa Drive
Nashville
,
TN
37211
None
I
PAYMENTS FOR FELLOWS
301
Elizabeth Levitan
88 Paul Gore Street Apt 3
Boston
,
MA
02130
None
I
PAYMENTS FOR FELLOWS
372
Elizabeth Soltan
4816 Pine Street Apt B102
Philadelphia
,
PA
19143
None
I
PAYMENTS FOR FELLOWS
891
Emily Wilkinson
8 Chauncey Street Apt 33
Cambridge
,
MA
02138
None
I
PAYMENTS FOR FELLOWS
1,327
Equip for Equality
20 N Michigan Ave Suite 300
Chicago
,
IL
60602
None
PC
PAYMENTS FOR FELLOWS
74,283
Galen Ages
340 Lenox Ave 6A
Oakland
,
CA
94610
None
I
PAYMENTS FOR FELLOWS
412
Georgia Legal Services Progaram
104 Marietta Street NW Suite 250
Atlanta
,
GA
30303
None
PC
PAYMENTS FOR FELLOWS
34,636
Healy Ko
750 south Windsor Boulevard
Los Angeles
,
CA
90005
None
I
PAYMENTS FOR FELLOWS
397
Hias Pennsylvania
2100 Arch Street 3
Philadelphia
,
PA
19103
None
I
PAYMENTS FOR FELLOWS
31,490
Hillary Chutter
1232 W Winona St Apt 1N
Chicago
,
IL
60640
None
I
PAYMENTS FOR FELLOWS
352
Hong Jiang
2105 5th Ave 1711
Seattle
,
WA
98121
None
I
PAYMENTS FOR FELLOWS
542
Immigrant Legal Resource Center
1458 Howard Street
San francisco
,
CA
94103
None
PC
PAYMENTS FOR FELLOWS
29,066
Indiana Legal Services
151 N Delaware Street 1800
Indianapolis
,
IN
46204
None
PC
PAYMENTS FOR FELLOWS
36,259
Inner City Law Center
1309 East 7th Street
Los Angeles
,
CA
90021
None
PC
PAYMENTS FOR FELLOWS
62,492
Iowa Legal Aid
1111 9th Street Suite 230
Des Moines
,
IA
50314
None
PC
PAYMENTS FOR FELLOWS
81,619
Jason Pedraza
251 Beech Street
Kearney
,
NJ
07032
None
I
PAYMENTS FOR FELLOWS
2,909
Jayme Wiebold
4311 Wendy Lee Ln NW
Cedar Rapids
,
IA
52405
None
I
PAYMENTS FOR FELLOWS
501
Jennifer Terrell
1323 W 19th Street Apt 3
Chicago
,
IL
60608
None
I
PAYMENTS FOR FELLOWS
290
Jess Hunter
614 Cottage Grove Avenue
South Bend
,
IN
46616
None
I
PAYMENTS FOR FELLOWS
628
Jess Huntr-Bowman
614 Cottage Grove Avenue
South Bend
,
IN
46616
None
I
PAYMENTS FOR FELLOWS
3,005
Jessica Beheydt
1912 S Weimer Road
Bloomington
,
IN
47403
None
I
PAYMENTS FOR FELLOWS
408
John Bonacorsi
4037 Cleveland Avenue Apt 2E
St Louis
,
MO
63110
None
I
PAYMENTS FOR FELLOWS
1,860
Julia Solorzano
485 Clifton Street SE
Atlanta
,
GA
30316
None
I
PAYMENTS FOR FELLOWS
337
Julie Veroff
1485 Waller St 103
San Francisco
,
CA
94117
None
I
PAYMENTS FOR FELLOWS
888
Justice at Work
90 Canal Street
Boston
,
MA
02114
None
PC
PAYMENTS FOR FELLOWS
27,989
Kamala Buchanan
675 N Highland Ave NE Apt 203
Atlanta
,
GA
30306
None
I
PAYMENTS FOR FELLOWS
4,627
Korean Resource Center
900 Crenshaw Blvd B
Los Angeles
,
CA
90019
None
PC
PAYMENTS FOR FELLOWS
14,533
Larken Yackulic
223 Strand Street Unit H
Santa Monica
,
CA
90405
None
I
PAYMENTS FOR FELLOWS
560
Lawyers Community for Civil Rights Under Law
1401 New York Avenue NW Suite 400
Washington
,
DC
20005
None
PC
PAYMENTS FOR FELLOWS
20,951
Learning Rights Law Center
205 S Broadway Suite 808
Los Angeles
,
CA
90012
None
PC
PAYMENTS FOR FELLOWS
22,962
Legal Action Center
225 Varick Street Suite 402
New York
,
NY
10014
None
PC
PAYMENTS FOR FELLOWS
63,955
Legal Aid at Work
180 Montgomery Street Suite 600
San Francisco
,
CA
94104
None
PC
PAYMENTS FOR FELLOWS
36,693
Legal Aid at Work
180 Montgomery Street Suite 600
San Francisco
,
CA
94104
None
PC
PAYMENTS FOR FELLOWS
68,070
Legal Aid Foundation of Los Angeles
1550 W 8th Street
Los Angeles
,
CA
90017
None
PC
PAYMENTS FOR FELLOWS
16,270
Legal aid Society District of Columbia
1331 H Street NW Suite 350
Washington
,
DC
20005
None
PC
PAYMENTS FOR FELLOWS
68,263
Legal Aid Society of Cleveland
1223 W Sixth Street
Cleveland
,
OH
44113
None
PC
PAYMENTS FOR FELLOWS
68,958
Main Street Legal Services
2 Court Square
Long Island City
,
NY
11101
None
PC
PAYMENTS FOR FELLOWS
37,129
Make the Road New York
301 Grove Street
Brooklyn
,
NY
11237
None
PC
PAYMENTS FOR FELLOWS
32,555
Mason Pesek
2346 W 7th Street
Cleveland
,
OH
44113
None
I
PAYMENTS FOR FELLOWS
449
Michael Zuckerman
1131 City Park Avenue
Columbus
,
OH
43206
None
I
PAYMENTS FOR FELLOWS
2,571
Michelle Cho
1602 Raymond Hill Road Apt 1
South Pasadena
,
CA
91030
None
I
PAYMENTS FOR FELLOWS
428
Michigan Community Resources
615 Griswold Street Suite 805
Detroit
,
MI
48226
None
PC
PAYMENTS FOR FELLOWS
61,679
Michigan Protection & Advocacy Service
4095 Legacy Pkwy Suite 500
Lansing
,
MI
48911
None
PC
PAYMENTS FOR FELLOWS
58,712
Militiza Pagan
4141 N Hamlin Avenue Apt 3
Chicago
,
IL
60618
None
I
PAYMENTS FOR FELLOWS
550
Monica Andrade
2966 Woodard Avenue
Detroit
,
MI
48201
None
I
PAYMENTS FOR FELLOWS
6,545
Mountain State Justice
1217 Quarrier Street
Charleston
,
WV
25301
None
PC
PAYMENTS FOR FELLOWS
63,608
NAACP Legal Defense and Educational Fund
40 Rector Street 5th Floor
New York
,
NY
10006
None
PC
PAYMENTS FOR FELLOWS
36,428
NAACP Legal Defense and Educational Fund
40 Rector Street 5th Floor
New York
,
NY
10006
None
PC
PAYMENTS FOR FELLOWS
76,839
NAACP Legal Defense and Educational Fund
40 Rector Street 5th Floor
New York
,
NY
10006
None
PC
PAYMENTS FOR FELLOWS
37,228
Natasha Baker
1338 Las Palmas Drive
Santa Clara
,
CA
95051
None
I
PAYMENTS FOR FELLOWS
395
National Consumer Law Center
7 Winthrop Square 4th Floor
Boston
,
MA
02110
None
PC
PAYMENTS FOR FELLOWS
32,712
National Employment Law Project
90 Broad Street Suite 1100
New York
,
NY
10004
None
PC
PAYMENTS FOR FELLOWS
38,004
National Immigrant Justice Center
224 S Michigan Avenue Suite 600
Chicago
,
IL
60604
None
PC
PAYMENTS FOR FELLOWS
38,400
Neighborhood Defender Service of Harlem
317 Lenox Avenue 10th Floor
New York
,
NY
10027
None
PC
PAYMENTS FOR FELLOWS
35,467
Neighborhood Defender Service of Harlem
317 Lenox Avenue 10th Floor
New York
,
NY
10027
None
PC
PAYMENTS FOR FELLOWS
35,793
New Economy Project
121 West 27th street Suite 804
New York
,
NY
10001
None
PC
PAYMENTS FOR FELLOWS
31,655
New York Civil Liberties Union
125 Broad Street
New York
,
NY
10004
None
PC
PAYMENTS FOR FELLOWS
77,431
Nicole Endsley
2023 Hyde Street
San Francisco
,
CA
94109
None
I
PAYMENTS FOR FELLOWS
395
Nikki Endsley
023 Hyde Street
San Francisco
,
CA
94109
None
I
PAYMENTS FOR FELLOWS
6,904
Nolan Downey
400 East Randolph Street Unit 3216
Chicago
,
IL
60601
None
I
PAYMENTS FOR FELLOWS
3,097
Nolan Downey
400 East Randolph Street Unit 3216
Chicago
,
IL
60601
None
I
PAYMENTS FOR FELLOWS
328
Ohio Justice & Policy Center
215 East 9th Street Suite 601
Cincinnati
,
OH
45202
None
PC
PAYMENTS FOR FELLOWS
31,871
Olivia Cole
601 William St Apt 520
Oakland
,
CA
94612
None
I
PAYMENTS FOR FELLOWS
741
Open City Advocates
4202 Benning Road NE 2
Washington
,
DC
20019
None
PC
PAYMENTS FOR FELLOWS
21,332
Oscar Londono
871 NW 133 Avenue
Miami
,
FL
33182
None
I
PAYMENTS FOR FELLOWS
310
Partnership for Working Families
1305 Franklin Street Suite 501
Oakland
,
CA
94612
None
PC
PAYMENTS FOR FELLOWS
29,066
Pedro Spivakovsky-Gonzalez
23 Howard St Apt1
Cambridge
,
MA
02139
None
PC
PAYMENTS FOR FELLOWS
185
Public Defender Association
110 Prefontaine Place South Suite 5
02
Seattle
,
WA
98014
None
PC
PAYMENTS FOR FELLOWS
42,301
Reynaldo Fuentes
1609 Rose St
Berkelely
,
CA
94703
None
I
PAYMENTS FOR FELLOWS
503
Rhode Island Center for Justice
1 Empire Plaza Suite 410
Providence
,
RI
02903
None
PC
PAYMENTS FOR FELLOWS
31,255
Roger Baldwin Foundation of ACLU Inc
150 North Michigan Avenue Suite 600
Chicago
,
IL
60601
None
PC
PAYMENTS FOR FELLOWS
31,263
Sanctuary for Families
PO Box 1406 Wall Street Station
New York
,
NY
10268
None
PC
PAYMENTS FOR FELLOWS
69,645
Sarah Lakhani
20 St Jude Road
Mill Valley
,
CA
94941
None
I
PAYMENTS FOR FELLOWS
588
Sargent Shriver Nat'l Center on Proverty Law
67 E Madison St Ste 2000
Chicago
,
IL
60603
None
PC
PAYMENTS FOR FELLOWS
32,839
Sargent Shriver Nat'l Center on Proverty Law
67 E Madison St Ste 2000
Chicago
,
IL
60603
None
PC
PAYMENTS FOR FELLOWS
47,899
Satcha Robinson
8621 Georgia Ave Apt 606
Silver Spring
,
MD
20910
None
I
PAYMENTS FOR FELLOWS
223
Shane Ross
717 Monroe Street
Santa Rosa
,
CA
95404
None
I
PAYMENTS FOR FELLOWS
534
Sharion Scott
1417 W Virginia Ave NE
Washington
,
DC
20002
None
I
PAYMENTS FOR FELLOWS
2,783
Sophie Elsner
1916 Kipling Street
Houston
,
TX
77098
None
I
PAYMENTS FOR FELLOWS
450
Southern Poverty Law Center
400 Washington Avenue
Montgomery
,
AL
36104
None
PC
PAYMENTS FOR FELLOWS
36,271
Stanford University
450 Serra Mall
Stanford
,
CA
94305
None
PC
PAYMENTS FOR FELLOWS
5,000
Staten Island Legal Services
36 Richmond Terrace Ste 205
Staten Island
,
NY
10301
None
PC
PAYMENTS FOR FELLOWS
73,245
Sunny Poyner
16 Island Hill Ave 210
Melrose
,
MA
02176
None
I
PAYMENTS FOR FELLOWS
3,306
Swords to Plowshares
1060 Howard Street
San Francisco
,
CA
94103
None
PC
PAYMENTS FOR FELLOWS
32,051
Tahirih Justice Center
881 Sneath Lane Suite 115
San Bruno
,
CA
94066
None
PC
PAYMENTS FOR FELLOWS
32,692
Tarra Simmons
6852 Troy Lane NE
Bremerton
,
WA
98311
None
I
PAYMENTS FOR FELLOWS
408
Teamchild
1225 S Weller Street 420
Seattle
,
WA
98144
None
PC
PAYMENTS FOR FELLOWS
65,036
Texas Riogrande Legal Aid
301 S Texas Avenue
Mercedes
,
TX
78570
None
PC
PAYMENTS FOR FELLOWS
33,688
Texas Riogrande Legal Aid
301 S Texas Avenue
Mercedes
,
TX
78470
None
PC
PAYMENTS FOR FELLOWS
34,968
The Bronx Defenders
360 East 161st Street
Bronx
,
NY
10451
None
PC
PAYMENTS FOR FELLOWS
32,494
The Edlaw Project
44 Bromfield Street Second Floor
Boston
,
MA
02108
None
PC
PAYMENTS FOR FELLOWS
33,012
The Legal Services Center
1033 Massachusetts Avenue
Cambridge
,
MA
02138
None
PC
PAYMENTS FOR FELLOWS
69,673
Tuland Law School
6329 Freret Street
New Orleans
,
LA
70118
None
PC
PAYMENTS FOR FELLOWS
5,000
Union Theological Seminary
3041 Broadway
New York
,
NY
10027
None
PC
PAYMENTS FOR FELLOWS
5,000
Urban Justice Center
40 Rector Street
New York
,
NY
10006
None
PC
PAYMENTS FOR FELLOWS
33,184
Urban Justice Center
40 Rector Street
New York
,
NY
10006
None
PC
PAYMENTS FOR FELLOWS
33,185
Urban Justice Center
40 Rector Street
New York
,
NY
10006
None
PC
PAYMENTS FOR FELLOWS
27,989
Veryl Pow
908 N Calvert Street 2
Baltimore
,
MD
21202
None
I
PAYMENTS FOR FELLOWS
461
Veterans Legal Services
PO Box 8457
Boston
,
MA
02114
None
PC
PAYMENTS FOR FELLOWS
32,598
Victim Rights Law Center
115 Broad Street 3rd Floor
Boston
,
MA
02110
None
PC
PAYMENTS FOR FELLOWS
32,534
Victoria Wenger
3726 E 27th Place
Tulsa
,
OK
74114
None
I
PAYMENTS FOR FELLOWS
562
Victoria Yee
19472 Salmon Lane
Huntington Beach
,
CA
92646
None
I
PAYMENTS FOR FELLOWS
496
Vivian Wong
1221 Venice Boulevard Apt 12
Venice
,
CA
90291
None
I
PAYMENTS FOR FELLOWS
490
Wage Justice Center
3250 Wilshire Blvd
Los Angeles
,
CA
90010
None
PC
PAYMENTS FOR FELLOWS
63,652
Washington Lawyers' Community for Civil Rights
11 Dupont Circle NW Suite 400
Washington
,
DC
20036
None
PC
PAYMENTS FOR FELLOWS
30,887
West Resendes
1268 Guerrero Street
San Francisco
,
CA
94110
None
I
PAYMENTS FOR FELLOWS
5,859
Will Bloom
2649 N Kedzie Apt 4B
Chicago
,
IL
60647
None
I
PAYMENTS FOR FELLOWS
312
Ysabel Jurado
11126 National Blvd 4
Los Angeles
,
CA
90026
None
I
PAYMENTS FOR FELLOWS
626
Total
.................................
3a
4,035,709
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
2,732
4
Dividends and interest from securities
....
14
259,656
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
244,211
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
Miscellaneous Income
14
6,382
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
506,599
6,382
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
512,981
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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.)
Form
990-PF
(2019)
Form 990-PF (2019)
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) (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) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
19010655
Software Version:
2019v5.0
Form 990PF - Special Condition Description:
Special Condition Description