-
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 SOL GOLDMAN CHARITABLE TRUST
Number and street (or P.O. box number if mail is not delivered to street address)
1185 SIXTH AVENUE 10TH FLOOR
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK
,
NY
100362604
A Employer identification number
13-3577310
B
Telephone number (see instructions)
(212) 265-2280
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)
$
117,450,655
J
Accounting method:
Cash
Accrual
Other (specify)
(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
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
3,341,222
3,335,642
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,142,975
b
Gross sales price for all assets on line 6a
14,797,183
7
Capital gain net income (from Part IV, line 2)
...
997,400
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)
.......
29,122
4
0
12
Total.
Add lines 1 through 11
........
4,513,319
4,333,046
0
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
12,480
1,000
0
10,480
c
Other professional fees (attach schedule)
....
72,541
72,453
0
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
95,414
19,869
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
31,836
21,227
0
1,500
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
212,271
114,549
0
11,980
25
Contributions, gifts, grants paid
.......
3,935,833
3,935,833
26
Total expenses and disbursements.
Add lines 24 and 25
4,148,104
114,549
0
3,947,813
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
365,215
b
Net investment income
(if negative, enter -0-)
4,218,497
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
.............
247,394
234,705
234,705
2
Savings and temporary cash investments
.........
980,173
1,128,959
1,128,959
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
13,285,760
10,765,548
10,948,573
b
Investments—corporate stock (attach schedule)
.......
56,291,434
61,542,133
98,353,316
c
Investments—corporate bonds (attach schedule)
.......
7,341,883
4,961,558
5,079,753
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,894,082
1,774,030
1,705,349
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
80,040,726
80,406,933
117,450,655
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
)
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
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
80,040,726
80,406,933
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
80,040,726
80,406,933
30
Total liabilities and net assets/fund balances
(see instructions)
.
80,040,726
80,406,933
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
80,040,726
2
Enter amount from Part I, line 27a
.....................
2
365,215
3
Other increases not included in line 2 (itemize)
3
992
4
Add lines 1, 2, and 3
..........................
4
80,406,933
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
80,406,933
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
JPMORGAN #1001 ST COVERED
P
2019-12-31
b
JPMORGAN #1001 ST NONCOVERED
P
2019-12-31
c
JPMORGAN #1001 LT COVERED
P
2019-12-31
d
JPMORGAN #1001 LT NONCOVERED
P
2019-12-31
e
JPMORGAN #2001 ST COVERED
P
2019-12-31
JPMORGAN #2001 ST NONCOVERED
P
2019-12-31
JPMORGAN #2001 LT COVERED
P
2019-12-31
JPMORGAN #2001 LT NONCOVERED
P
2019-12-31
JPMORGAN #4006 LT NONCOVERED
P
2019-12-31
WELLS FARGO #8623 CAPITAL GAIN DISTRIBUTION
P
2019-12-31
WELLS FARGO #8623 ST COVERED
P
2019-12-31
WELLS FARGO #8623 LT COVERED
P
2019-12-31
WELLS FARGO #8623 LT NONCOVERED
P
2019-12-31
FRANKLIN TEMPLETON CAP GAIN DISTRIBUTION
P
2019-12-31
THROUGH SILVER LAKE INVESTMENTS
P
2019-12-31
THROUGH SILVER LAKE INVESTMENTS
P
2019-12-31
(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
369,085
379,425
-10,340
b
2,914
2,919
-5
c
1,182,044
1,211,299
-29,255
d
178,123
182,734
-4,611
e
976,620
958,120
18,500
19,301
19,442
-141
6,363,348
6,410,242
-46,894
315,253
317,389
-2,136
105
105
35,282
35,282
218,233
233,701
-15,468
2,747,657
2,947,124
-199,467
1,459,983
991,813
468,170
450,406
450,406
5
5
478,824
145,575
333,249
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
-10,340
b
-5
c
-29,255
d
-4,611
e
18,500
-141
-46,894
-2,136
105
35,282
-15,468
-199,467
468,170
450,406
5
333,249
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
997,400
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
-7,449
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
4,555,505
105,627,282
0.043128
2017
4,742,211
108,049,730
0.043889
2016
4,114,512
101,488,136
0.040542
2015
6,567,062
101,245,459
0.064863
2014
6,795,306
104,697,357
0.064904
2
Total
of line 1, column (d)
.....................
2
0.257326
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
0.051465
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
111,029,188
5
Multiply line 4 by line 3
......................
5
5,714,117
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
42,185
7
Add lines 5 and 6
........................
7
5,756,302
8
Enter qualifying distributions from Part XII, line 4
,.............
8
3,947,813
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
84,370
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
57,858
3
Add lines 1 and 2
...........................
3
142,228
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
142,228
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
101,139
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
50,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
151,139
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
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
8,911
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
8,911
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
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
N/A
14
The books are in care of
JANE GOLDMAN
Telephone no.
(212) 265-2280
Located at
1185 SIXTH AVENUE 10TH FLOOR
NEW YORK
NY
ZIP+4
100362604
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
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
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
JANE H GOLDMAN
TRUSTEE
1.00
0
0
0
1185 SIXTH AVENUE
NEW YORK
,
NY
100362604
ALLAN H GOLDMAN
TRUSTEE
1.00
0
0
0
1185 SIXTH AVENUE
NEW YORK
,
NY
100362604
LOUISA LITTLE
TRUSTEE
1.00
0
0
0
1185 SIXTH AVENUE
NEW YORK
,
NY
100362604
MICHAEL U LEWIS
TRUSTEE
1.00
0
0
0
1185 SIXTH AVENUE
NEW YORK
,
NY
100362604
BENJAMIN H LEWIS
TRUSTEE
1.00
0
0
0
1185 SIXTH AVENUE
NEW YORK
,
NY
100362604
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
...................
0
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
NONE
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
106,872,602
b
Average of monthly cash balances
.......................
1b
1,914,390
c
Fair market value of all other assets (see instructions)
................
1c
3,932,996
d
Total
(add lines 1a, b, and c)
.........................
1d
112,719,988
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
112,719,988
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,690,800
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
111,029,188
6
Minimum investment return.
Enter 5% of line 5
..................
6
5,551,459
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
5,551,459
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
142,228
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
142,228
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
5,409,231
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
5,409,231
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
5,409,231
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
3,947,813
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
3,947,813
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
3,947,813
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
5,409,231
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
1,705,110
b
From 2015
......
1,575,685
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
3,280,795
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
3,947,813
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
.....
3,947,813
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
1,461,418
1,461,418
(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
1,819,377
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 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)
...
243,692
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,575,685
10
Analysis of line 9:
a
Excess from 2015
....
1,575,685
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
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).)
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:
JANE H GOLDMAN
1185 SIXTH AVENUE 10TH FLOOR
NEW YORK
,
NY
10036
(212) 265-2280
b
The form in which applications should be submitted and information and materials they should include:
THE FOUNDATION DOES NOT HAVE A FORMAL APPLICATION FORM. POTENTIAL GRANTEES ARE REQUIRED TO PROVIDE THE FOUNDATION DETAILS ON THE PURPOSE BEHIND THE GRANT AS WELL AS VERIFICATION OF THEIR TAX-EXEMPT STATUS.
c
Any submission deadlines:
THERE ARE NO SUBMISSION DEADLINES.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS SUCH AS BY GEOGRAPHICAL AREAS, CHARITABLE FIELDS, KINDS OF INSTITUTIONS OR OTHER FACTORS.
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
BOSTON MEDICAL LIBRARY
10 SHATTUCK ST
BOSTON
,
MA
02115
PC
THE BOSTON MEDICAL LIBRARY IS A PHYSICIANS NON-PROFIT ORGANIZATION INCORPORATED IN 1877. THE BML MISSION, REVISED IN 2004, IS "TO BE A LIBRARY FOR THE DISSEMINATION OF MEDICAL KNOWLEDGE, THE PROMOTION OF MEDICAL EDUATION AND SCHOLARSHIP, AND THE PRESERVATION AND CELEBRATION OF MEDICAL HISTORY, AND THEREBY TO ADVANCE THE QUALITY OF HEALTH AND HEALTHCARE OF THE PEOPLE.
3,500
ST FRANCIS HOSPITAL
100 PORT WASHINGTON BLVD
ROSLYN
,
NY
11576
PC
THE FOUNDATION WAS ORGANIZED FOR THE PURPOSE OF RAISING FUNDS ON BEHALF OF ST.FRANCIS HOSPITAL, A NOT FOR PROFIT ACUTE CARE HOSPITAL
20,000
THE MUSEAM OF MODERN ART
11 WEST 53 STREET
NEW YORK
,
NY
10019
PC
MANIFESTS THIS COMMITMENT BY ESTABLISHING, PRESERVING AND DOCUMENTING A PERMANENT COLLECTION OF THE HIGHEST ORDER THAT REFLECTS THE VITALITY
100,000
NATIONAL GEOGRAPHIC SOCIETY
1145 17TH STREET NW
WASHINGTON
,
DC
20036
PC
"THE NATIONAL GEOGRAPHIC SOCIETY IS AN IMPACT-DRIVEN GLOBAL NONPROFIT THAT INVESTS IN BOLD PEOPLE AND TRANSFORMATIVE IDEAS. WE CHASE THE BIG QUESTIONS, CHALLENGE ACCEPTED BELIEFS, AND PUSH THE BOUNDARIES OF KNOWLEDGE ABOUT OUR WORLD IN ORDER TO ENSURE A HEALTHY AND SUSTAINABLE FUTURE FOR ALL. OUR ULTIMATE GOAL IS A PLANET IN BALANCE, ONE THAT PROVIDES FOR HUMANITY AND THE MULTITUDE OF OTHER SPECIES WITH WHICH WE SHARE THE EARTH.
10,000
UNIVERSITY OF ST ANDREWS AMERICAN
1201 WEST PEACHTREE STREET
ATLANTA
,
GA
30309
PC
THE FOUNDATION EXISTS TO DEVELOP AND STRENGTHEN THE UNIVERSITY'S POSITION AT THE FOREFRONT OF TEACHING, LEARNING AND RESEARCH BY INSPIRING ACTIVE PARTICIPATION, INVESTMENT AND LOYALTY IN ST ANDREWS FROM OUR AMERICAN ALUMNI AND FRIENDS
25,000
YALE LAW SCHOOL
127 WALL ST
NEW HAVEN
,
CT
06511
PC
EDUCATE CHILDREN
2,000,000
UJA FEDERATION OF NEW YORK
130 E 59TH ST
NEW YORK
,
NY
10022
PC
UJA-FEDERATION OF NEW YORK CARES FOR JEWS EVERYWHERE AND NEW YORKERS OF ALL BACKGROUNDS, RESPONSES TO CRISES CLOSE TO HOME AND FAR AWAY AND SHAPES THE JEWISH FUTURE
250,000
JEWISH FAMILY AND CHILDRENS
135 WEST 50TH STREET 6TH FLOOR
NEW YORK
,
NY
10020
PC
THE JEWISH BOARD PROVIDES A COMPREHENSIVE NETWORK OF MENTAL HEALTH AND SOCIAL SERVICES THAT PROMOTES WELL-BEING, RESILIENCE AND SELF-SUFFICIENCY FOR INDIVIDUALS AND FAMILIES AT EVERY STAGE OF LIFE. LEADERS IN THE FIELD OF HUMAN SERVICES, WE PROUDLY SERVE PEOPLE OF ALL FAITHS AND CULTURES AND AFFIRM OUR HISTORIC COMMITMENT TO THE JEWISH COMMUNITY.
10,000
PARKINSON'S DISEASE FOUNDATION
1359 BROADWAY SUITE 1509
NEW YORK
,
NY
10018
PC
THE PARKINSON'S FOUNDATION MAKES LIFE BETTER FOR PEOPLE WITH PARKINSON'S DISEASE BY IMPROVING CARE AND ADVANCING RESEARCH TOWARD A CURE. IN EVERYTHING WE DO, WE BUILD ON THE ENERGY, EXPERIENCE, AND PASSION OF OUR GLOBAL PARKINSON'S COMMUNITY.
35,000
92ND STREET Y
1395 LEXINGTON AVENUE
NEW YORK
,
NY
10128
PC
FOUNDED MORE THAN A CENTURY AGO TO SERVE THE JEWISH PEOPLE, 92ND STREET Y PROMOTES INDIVIDUAL AND FAMILY DEVELOPMENT AND PARTICIPATION IN CIVIC LIFE WITHIN THE CONTEXT OF JEWISH VALUES AND AMERICAN PLURALISM.
100,000
CENTRAL PARK CONSERVANCY
14 E 60TH ST 8TH FL
NEW YORK
,
NY
10022
PC
THE MISSION OF THE CENTRAL PARK CONSERVANCY IS TO RESTORE, MANAGE, AND ENHANCE CENTRAL PARK IN PARTNERSHIP WITH THE PUBLIC.
10,000
THE SALVATION ARMY
1424 NORTHEAST EXPRESSWAY
BROOKHAVEN
,
GA
30329
PC
THE SALVATION ARMY, AN INTERNATIONAL MOVEMENT, IS AN EVANGELICAL PART OF THE UNIVERSAL CHRISTIAN CHURCH. ITS MESSAGE IS BASED ON THE BIBLE. ITS MINISTRY IS MOTIVATED BY THE LOVE OF GOD. ITS MISSION IS TO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME WITHOUT DISCRIMINATION.
20,000
CHAI LIFELINE
151 W 30TH ST THIRD FL
NEW YORK
,
NY
10001
PC
THAT SERIOUSLY ILL CHILDREN NEED AND DESERVE AS HAPPY AND NORMAL A CHILDHOOD AS POSSIBLE
25,000
MAKE A WISH FOUNDATION OF METRO
1702 E HIGHLAND AVENUE SUITE 400
PHOENIX
,
AZ
85016
PC
TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES.
25,000
OYSTER BAY FIRE DEPARTMENT
188 SOUTH ST
OYSTER BAY
,
NY
11771
PC
VOLUNTEER FIRE DEPARTMENT
5,000
JDRF
200 VESEY STREET 28TH FLOOR 14TH
FLOOR
NEW YORK
,
NY
10128
PC
JDRF IS THE LEADING GLOBAL ORGANIZATION FUNDING TYPE 1 DIABETES (T1D) RESEARCH. IMPROVING LIVES TODAY AND TOMORROW BY ACCELERATING LIFE-CHANGING BREAKTHROUGHS TO CURE, PREVENT AND TREAT T1D AND ITS COMPLICATIONS IS OUR MISSION. OUR STRENGTH LIES IN OUR EXCLUSIVE FOCUS AND SINGULAR INFLUENCE ON THE WORLDWIDE EFFORT TO END T1D. THROUGH RESEARCH AND ADVOCACY, JDRF IS ACCELERATING PROGRESS PROGRESS ON THE MOST PROMISING OPPORTUNITIES TO CURE, PREVENT AND TREAT T1D AND ITS COMPLICATIONS.
10,000
GEORGE WASHINGTON UNIVERSITY
2121 I STREET NW
WASHINGTON
,
DC
20052
PC
THE GEORGE WASHINGTON UNIVERSITY, AN INDEPENDENT ACADEMIC INSTITUTION CHARTERED BY THE CONGRESS OF THE UNITED STATES IN 1821, DEDICATES ITSELF TO FURTHERING HUMAN WELL-BEING THE UNIVERSITY VALUES A DYNAMIC, STUDENT-FOCUSED COMMUNITY STIMULATED BY CULTURAL AND INTELLECTUAL DIVERSITY AND BUILT UPON A FOUNDATION OF INTEGRITY, CREATIVITY, AND OPENNESS TO THE EXPLORATION OF NEW IDEAS
15,000
BOSTON UNIVERSITY HILLEL HOUSE
213 BAY STATE RD
BOSTON
,
MA
02115
PC
BOSTON UNIVERSITY HILLEL INSPIRES, EDUCATES, AND EMPOWERS BOSTON UNIVERSITY STUDENTS TO LEAD MEANINGFUL, JOYOUS JEWISH LIVES. OUR VISION IS THAT EVERY STUDENT WILL MAKE AN ENDURING COMMITMENT TO IGNITE THEIR JEWISH IDENTITY, ACTIVATE COMMUNITY, AND ENGAGE THE WORLD AROUND THEM.
6,000
LOCUST VALLEY FIRE DEPARTMENT
228 BUCKRAM RD
LOCUST VALLEY
,
NY
11560
PC
THE LOCUST VALLEY FIRE DEPARTMENT (LVFD) IS A VOLUNTEER ORGANIZATION COMPRISED OF OVER 100 DEDICATED MEN AND WOMEN FROM LOCUST VALLEY AND THE SURROUNDING COMMUNITIES WHO PROVIDE FIRE AND RESCUE SERVICES TO AN AREA KNOWN AS THE LOCUST VALLEY FIRE DISTRICT. THE LOCUST VALLEY FIRE DISTRICT IS A 12 SQUARE MILE AREA SITUATED ON THE GOLD COAST OF NASSAU COUNTY, LONG ISLAND.
10,000
THE VALTARESE FOUNDATION
2301 33RD ST
ASTORIA
,
NY
11105
PC
ASSIST PEOPLE IN NEED
15,000
PET RES-Q
24 WEST RAILROAD AVE
TENAFLY
,
NJ
07670
PC
THE CHARITABLE PURPOSE FOR WHICH THIS ORGANIZATION WAS FORMED IS TO PROVIDE PET RESCUE SERVICES; TO STIMULATE INTEREST AND CONCERN IN THE PREVENTION OF ANIMAL ABUSE AND NEGLECT; TO RESCUE, REHABILITATE AND REHOME PETS FROM MANY SITUATIONS. WE RESCUE WITHOUT PREJUDICE MEANING THE HEALTH, AGE OR ZIP CODE OF AN ANIMAL DOES NOT DETERMINE WHETHER THEY DESERVE TO BE SAVED OR NOT. WHEN WE CAN WE ALWAYS DO. TO SAVE ANIMALS FROM BEING DESTROYED; TO WORK IN COOPERATION WITH PRIVATE AND GOVERNMENTAL AGENCIES TO PROMOTE THE PROPER CARE AND TREATMENT OF ANIMALS; TO AID, ASSIST, COOPERATE, CO-SPONSOR SITUATIONS WHEN NEEDED TO KEEP AN ANIMAL WITH ITS FAMILY. WE ARE HEAVILY INVOLVED IN ALL ASPECTS OF DISASTER RELIEF FOR VICTIMS OF ALL SPECIES.
15,000
SOUTH HAMPTON HOSPITAL
240 MEETING HOUSE LN
SOUTHAMPTON
,
NY
11968
PC
THE SOUTHAMPTON HOSPITAL FOUNDATION SUPPORTS STONY BROOK SOUTHAMPTON HOSPITAL'S MISSION TO DELIVER HEALTHCARE SERVICES AND EXPAND CLINICAL PROGRAMS TO MEET THE NEEDS OF THE COMMUNITY. THE FOUNDATION CONCENTRATES ITS EFFORTS ON INCREASING CRITICAL PHILANTHROPIC SUPPORT TO ENSURE HIGH-QUALITY HEALTHCARE FOR ALL OF OUR NEIGHBORS ON THE EAST END
10,000
JEWISH FEDERATION OF NORTHERN
25 BROADWAY SUITE 1700
NEW YORK
,
NY
10004
PC
THE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS 153 JEWISH FEDERATIONS AND OVER 300 NETWORK COMMUNITIES, WHICH RAISE AND DISTRIBUTE MORE THAN $3 BILLION ANNUALLY FOR SOCIAL WELFARE, SOCIAL SERVICES AND EDUCATIONAL NEEDS. THE FEDERATION MOVEMENT, COLLECTIVELY AMONG THE TOP 10 CHARITIES ON THE CONTINENT, PROTECTS AND ENHANCES THE WELL-BEING OF JEWS WORLDWIDE THROUGH THE VALUES OF TIKKUN OLAM(REPAIRING THE WORLD), TZEDAKAH (CHARITY AND SOCIAL JUSTICE) AND TORAH (JEWISH LEARNING).
30,000
NEW YORK UNIVERSITY
25 WEST 4TH STREET 4TH FLOOR
NEW YORK
,
NY
10012
PC
NEW YORK UNIVERSITY'S MISSION IS TO BE A TOP QUALITY INTERNATIONAL CENTER OF SCHOLARSHIP, TEACHING AND RESEARCH. THIS INVOLVES RETAINING AND ATTRACTING OUTSTANDING FACULTY WHO ARE LEADERS IN THEIR FIELDS, ENCOURAGING THEM TO CREATE PROGRAMS THAT DRAW OUTSTANDING STUDENTS, AND PROVIDING AN INTELLECTUALLY RICH ENVIRONMENT. NYU SEEKS TO TAKE ACADEMIC AND CULTURAL ADVANTAGE OF ITS LOCATION AND TO EMBRACE DIVERSITY AMONG FACULTY, STAFF AND STUDENTS TO ENSURE A WIDE RANGE OF PERSPECTIVES, INCLUDING INTERNATIONAL PERSPECTIVES, IN THE EDUCATIONAL EXPERIENCE.
10,000
NEW YORK RESTORATION PROJECT
254 WEST 31ST STREET 10TH FLOOR
NEW YORK
,
NY
10001
PC
AT NEW YORK RESTORATION PROJECT, WE BELIEVE EVERYONE DESERVES ACCESS TO BEAUTIFUL, HIGH-QUALITY GREEN SPACE. WE HAVE BEEN PARTNERING WITH UNDERSERVED COMMUNITIES TO TAKE BACK PUBLIC SPACE BY PICKING UP TRASH, PLANTING TREES AND RENOVATING PARKS AND GARDENS
70,000
JEWISH COMMUNITY CENTER OF
2565 BALLTOWN RD
SCHENECTADY
,
NY
12309
PC
OUR MISSION IS TO BUILD A VIBRANT, WELCOMING, AND INCLUSIVE COMMUNITY THAT EMBRACES OUR JEWISH VALUES, CULTURE, IDENTITY AND CONNECTIONS TO ISRAEL, ENGAGES THE LOCAL COMMUNITY, AND ENHANCES THE BODY, MIND AND SPIRIT OF OUR MEMBERS.
20,000
NYU WINTHROP HOSPITAL
259 FIRST STREET
MINEOLA
,
NY
11501
PC
NYU WINTHROP IS THE LONG ISLAND HOSPITAL BASE OF NYU LANGONE HEALTH AND IS RANKED BY U.S. NEWS & WORLD REPORT AS ONE OF THE TOP-10 NEW YORK METRO-AREA HOSPITALS. THE HOSPITAL WAS FOUNDED IN 1896 BY LOCAL PHYSICIANS AND CONCERNED CITIZENS AND IS NOW A 591-BED MEDICAL ACADEMIC CENTER AND ACS LEVEL 1 TRAUMA CENTER. THE HOSPITAL FEATURES MORE THAN 75 DIVISIONS OF SPECIALTY CARE, OFFERING COMPREHENSIVE INPATIENT AND OUTPATIENT PROGRAMS AND SERVICES TO ADDRESS EVERY STAGE OF LIFE. NYU WINTHROP ALSO HAS A RESEARCH INSTITUTE THAT CONDUCTS ROBUST RESEARCH AND STUDIES THAT ARE HELPING TO SHAPE THE FUTURE OF MEDICINE. THE HOSPITAL, WITH TIES TO NEW YORK UNIVERSITY, BLENDS THE PROGRESSIVE PHILOSOPHY AND ADVANCES OF A TEACHING AND RESEARCH INSTITUTION WITH A PERSONAL APPROACH TO PATIENT CARE THAT IS THE CORNERSTONE OF THE ORGANIZATION. THE NYU WINTHROP CAMPUS IS ALSO HOME TO THE NEW NYU LONG ISLAND SCHOOL OF MEDICINE TUITION-FREE SCHOOL WITH AN ACCELERATED THREE-YEAR CURRICULUM DEVOTED EXCLUSIVELY
10,000
AMERICAN JEWISH CONGRESS
260 MADISON AVENUE STE 202
NEW YORK
,
NY
10016
PC
GENERAL SUPPORT
25,000
NEW ENGLAND CONNECTION FOR PKU
27 MURRAY CIRCLE
RAYNHAM
,
MA
02767
PC
TO PROVIDE BETTER SUPPORT AND NECESSARY SERVICES TO ALL FAMILIES AFFLICTED WITH PKU AND ALLIED DISORDERS AS WELL AS TO ENCOURAGE RESEARCH AND INCREASE PUBLIC AWARENESS
5,000
CRADLES TO CRAYONS INC
281 NEWTONVILLE AVENUE
NEWTONVILLE
,
MA
02460
PC
CRADLES TO CRAYONS PROVIDES CHILDREN FROM BIRTH THROUGH AGE 12 WHO LIVE IN HOMELESS OR LOW-INCOME SITUATIONS WITH THE ESSENTIAL ITEMS THEY NEED TO THRIVE... AT HOME, AT SCHOOL, AND AT PLAY. WE SUPPLY THESE ITEMS FREE OF CHARGE BY ENGAGING AND CONNECTING COMMUNITIES. WE CURRENTLY SERVE CHILDREN IN THREE LOCATIONS: GREATER BOSTON, GREATER PHILADELPHIA & GREATER CHICAGO. THANK YOU FOR SUPPORTING CRADLES TO CRAYONS.
35,000
CONGREGATION MISHKAN TEFILA
300 HAMMOND POND PKWY
CHESTNUT HILL
,
MA
02467
PC
TO PROVIDE SUPPORT TO CONGREGATION MISHKAN TEFILA
8,000
NEUROENDOCRINE TUMOUR RESEARCH
321 COLUMBUS AVENUE SUITE 5R
BOSTON
,
MA
02116
PC
THE MISSION OF THE NEUROENDOCRINE TUMOR RESEARCH FOUNDATION IS TO FUND RESEARCH TO DISCOVER CURES AND MORE EFFECTIVE TREATMENTS FOR CARCINOID, PANCREATIC, AND RELATED NEUROENDOCRINE CANCERS. TO ACHIEVE RAPID DISCOVERY OF CURES, THE NET RESEARCH FOUNDATION DIRECTS ITS DONATIONS TO FUND BREAKTHROUGH SCIENTIFIC RESEARCH OF NEUROENDOCRINE CANCERS. SINCE ITS INCEPTION, THE NET RESEARCH FOUNDATION HAS AWARDED OVER $22 MILLION IN LARGE-SCALE, MULTI-YEAR RESEARCH GRANTS TO LEADING SCIENTISTS AT RENOWNED RESEARCH INSTITUTIONS. THE NET RESEARCH FOUNDATION IS COMMITTED TO IMPROVING THE LIVES OF PATIENTS, FAMILIES, AND CAREGIVERS AFFECTED BY NEUROENDOCRINE CANCER BY PROVIDING INFORMATION AND EDUCATIONAL RESOURCES.
10,000
GANN ACADEMY
333 FOREST ST
WALTHAM
,
MA
02452
PC
GANN'S OUTSTANDING FACULTY SHARPENS OUR STUDENTS' INTELLECTS, CHALLENGING THEM TO BECOME BOTH ANALYTICAL AS WELL AS CREATIVE, OUT-OF-THE-BOX THINKERS. WHETHER READING LITERATURE, CONDUCTING A SCIENCE EXPERIMENT, OR DECONSTRUCTING A TALMUDIC ARGUMENT, GANN STUDENTS LEARN THAT ACADEMIC EXCELLENCE REQUIRES THE ABILITY AND THE COURAGE TO ASK INTERESTING AND ESSENTIAL QUESTIONS, AND THE DRIVE AND THE SKILLS TO EXPLORE VARIOUS POSSIBLE ANSWERS.
10,000
GREAT NECK PUBLIC SCHOOLS
345 LAKEVILLE RD
GREAT NECK
,
NY
11020
PC
1.TO SUPPORT AND BETTER THE EDUCATION OF THE SCHOOL'S CHILDREN BY PROMOTING AN UNDERSTANDING BETWEEN HOME AND SCHOOL 2.TO SUPPORT AND SUPPLEMENT SPECIAL EDUCATION, EXTRA CURRICULUM AND AFTER SCHOOL PROGRAMS 3.TO GATHER INFORMATION ON ALL MATTERS CONCERNING THE CHILDREN 4.TO BE ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES
10,000
MILL NECK MANOR SCHOOL FOR THE DEAF
40 FROST MILL ROAD
MILL NECK
,
NY
11765
PC
MILL NECK MANOR SCHOOL FOR THE DEAF EXISTS TO PROVIDE HIGH-QUALITY EDUCATIONAL PROGRAMS TO CHILDREN THAT ARE INDIVIDUALLY DESIGNED TO MEET THE CHILD'S SPECIFIC NEEDS.
20,000
SUPPORTIVE LIVING INC
400 WEST CUMMINGS PARK SUITE 6100
WOBURN
,
MA
01801
PC
WE ARE A NON-PROFIT ORGANIZATION AND HAVE BEEN IMPROVING THE QUALITY OF LIFE FOR BRAIN INJURY SURVIVORS SINCE 1991. FROM OUR GRASS-ROOT BEGINNINGS FOCUSED ON DEVELOPING A HOME-LIKE RESIDENTIAL PROGRAM FOR SURVIVORS OF BRAIN INJURY, WE HAVE EXPANDED THE BREADTH AND DEPTH OF OUR SERVICES TO INCLUDE FOUR RESIDENTIAL FACILITIES, ACTIVE PHYSICAL AND FUNCTIONAL FITNESS PROGRAMS, COGNITIVE AND SOCIAL ENGAGEMENT PROGRAMS AND APPLIED RESEARCH INTO THE BEST APPROACHES TO IMPROVING THE LIVES OF BRAIN INJURY SURVIVORS.
1,000
THE DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVENUE
BOSTON
,
MA
02115
PC
FOUNDED IN 1947, DANA-FARBER CANCER INSTITUTE'S MISSION IS TO PROVIDE EXPERT, COMPASSIONATE CARE TO CHILDREN AND ADULTS WITH CANCER WHILE ADVANCING THE UNDERSTANDING, DIAGNOSIS, TREATMENT, CURE AND PREVENTION OF CANCER AND RELATED DISEASES. AS AN AFFILIATE OF HARVARD MEDICAL SCHOOL AND A COMPREHENSIVE CANCER CENTER DESIGNATED BY THE NATIONAL CANCER INSTITUTE, THE INSTITUTE ALSO PROVIDES TRAINING FOR NEW GENERATIONS OF PHYSICIANS AND SCIENTISTS, DESIGNS PROGRAMS THAT PROMOTE PUBLIC HEALTH PARTICULARLY AMONG HIGH-RISK AND UNDERSERVED POPULATIONS AND DISSEMINATES INNOVATIVE PATIENT THERAPIES AND SCIENTIFIC DISCOVERIES IN BOSTON, ACROSS THE UNITED STATES AND THROUGHOUT THE WORLD.
10,000
MAYO CLINIC JACKSONVILLE
4500 SAN PABLO RD S
JACKSONVILLE
,
FL
32224
PC
TO INSPIRE HOPE AND CONTRIBUTE TO HEALTH AND WELL - BEING BY PROVIDING THE BEST CARE TO EVERY PATIENT THROUGH INTEGRATED CLINICAL PRACTICE, EDUCATION, AND RESEARCH
100,000
CENTRAL FUND OF ISRAEL
461 CENTRAL AVENUE
CADARHURST
,
NY
11516
PC
PROMOTING CHARITABLE ACTIVITIES IN ISRAEL
75,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300
JACKSONVILLE
,
FL
32256
PC
THE MISSION OF WOUNDED WARRIOR PROJECT (WWP) IS TO HONOR AND EMPOWER WOUNDED WARRIORS. OUR VISION IS TO FOSTER THE MOST SUCCESSFUL, WELL-ADJUSTED GENERATION OF WOUNDED SERVICE MEMBERS IN OUR NATION'S HISTORY
25,000
CITY HARVEST INC
6 EAST 32ND STREET 5TH FLOOR
NEW YORK
,
NY
10016
PC
CITY HARVEST EXISTS TO END HUNGER IN COMMUNITIES THROUGHOUT NEW YORK CITY. WE DO THIS THROUGH FOOD RESCUE AND DISTRIBUTION, EDUCATION, AND OTHER PRACTICAL, INNOVATIVE SOLUTIONS.
160,000
OAK SQUARE YMCA OF GREATER BOSTON
615 WASHINGTON STREET
BRIGHTON
,
MA
02135
PC
THE YMCA OF GREATER BOSTON IS DEDICATED TO IMPROVING THE HEALTH OF MIND, BODY AND SPIRIT OF INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES. WE WELCOME MEN AND WOMEN, BOYS AND GIRLS OF ALL INCOMES, FAITHS AND CULTURES.
10,000
NY TIMES NEEDIEST CASES FUND
620 8TH AVE
NEW YORK
,
NY
10018
PC
THE FUND WAS ORIGINATED BY ADOLPH OCHS SULZBERGER, THEN PUBLISHER OF THE NEW YORK TIMES, TO RAISE FUNDS TO PROVIDE TO INDIVIDUALS AND FAMILIES IN DISTRESS. THE FUND'S BOARD OF DIRECTORS SELECTS CERTAIN NON-PROFIT ORGANIZATIONS IN THE NEW YORK METROPOLITAN AREA TO RECEIVE FUNDING. THOSE NON-PROFIT ORGANIZATIONS AND THEIR EXEMPT PURPOSES ARE LISTED ON PAGE 2, PART III, LINE 4 (ITEMS A - D) AS PART OF THE STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS.
20,000
BAYVILLE FIRE COMPANY 1
645 ATLANTIC CITY BLVD BAYVILLE
BAYVILLE
,
NJ
087212027
PC
TO ASSIST WITH THE PREVENTION OF AND CONTROL OF FIRES AND RELATED EMERGENCIES IN THE BAYVILLE, NJ
5,000
MANNES COLLEGE
66 WEST 12TH STREET
NEW YORK
,
NY
10011
PC
MANNES SCHOOL OF MUSIC AT THE NEW SCHOOL IS A STANDARD BEARER FOR INNOVATIVE ARTISTRY, DEDICATED TO DEVELOPING CITIZEN ARTISTS WHO ENGAGE THEIR COMMUNITIES AND THE WORLD THROUGH MUSIC.
30,000
LONG ISLAND UNIVERSITY
700 NORTHERN BLVD
GREENVALE
,
NY
11548
PC
LONG ISLAND UNIVERSITY WAS FOUNDED ON THE PRINCIPLE OF EDUCATING AND EMPOWERING MEN AND WOMEN FROM ALL WALKS OF LIFE FOR FULL MISSION STATEMENT, MISSION ACCESS A ND EXCELLENCE LONG ISLAND UNIVERSITY WAS FOUNDED ON THE PRINCIPLE OF EDUCATING AND EMPOWERING MEN AND WOMEN FROM ALL WALKS OF LIFE THROUGH OUR MISSION OF ACCESS AND EXCELLENCE, THELIU COMMUNITY REMAINS COMMITTED, ABOVE ALL ELSE TO THE EDUCATIONAL NEEDS AND INTERESTS OF OUR DIVERSE STUDENT BODY WE STRIVE TO CULTIVATE AND EXPAND ACADEMIC.
10,000
BRIGHAM AND WOMENS HOSPITAL
75 FRANCIS STREET
BOSTON
,
MA
02115
PC
MISSION BRIGHAM AND WOMEN'S HOSPITAL IS DEDICATED TO: SERVING THE NEEDS OF OUR LOCAL AND GLOBAL COMMUNITY,PROVIDING THE HIGHEST QUALITY HEALTH CARE TO PATIENTS AND THEIR FAMILIES,EXPANDING THE BOUNDARIES OF MEDICINE THROUGH RESEARCH,EDUCATING THE NEXT GENERATION OF HEALTH CARE PROFESSIONALS.
100,000
SYRACUSE UNIVERSITY
820 COMSTOCK AVENUE
SYRACUSE
,
NY
13244
PC
DEVOTE TO EDUCATION, TEACHING AND RESEARCH
25,000
WNET
825 EIGHT AVE 14TH FLOOR
NEW YORK
,
NY
10019
PC
WNET IS A MULTI-MEDIA PUBLIC SERVICE NON-PROFIT THAT DELIVERS LIFELONG LEARNING AND MEANINGFUL EXPERIENCES TO OUR COMMUNITIES. OUR CONTENT INSPIRES CURIOSITY, ENCOURAGES ACTION AND NURTURES DREAMS
10,000
AHRC FOUNDATION INC
83 MAIDEN LANE
NEW YORK
,
NY
10038
PC
THROUGH ITS GRANTS, THE FOUNDATION AIMS TO EMPOWER PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.
7,500
NORTH SHORE-LIJ HEALTH SYSTEM
972 BRUSH HOLLOW RD FL 5
WESTBURY
,
NY
11590
PC
NORTH SHORE-LIJ HEALTH PLAN PROVIDES MANAGED LONG-TERM CARE PROGRAMS FOR ADULTS WHO ARE MEDICAID ELIGIBLE AND STRIVES TO IMPROVE THE HEALTH OF THE COMMUNITIES IT SERVES.
30,000
COMBINED JEWISH PHILANTHROPIES
KRAFT FAMILY BUILDING 126 HIGH
STREET
BOSTON
,
MA
02110
PC
THE MISSION OF CJP, GREATER BOSTON'S JEWISH FEDERATION, IS TO INSPIRE AND MOBILIZE THE DIVERSE GREATER BOSTON JEWISH COMMUNITY TO ENGAGE IN BUILDING COMMUNITIES OF LEARNING AND ACTION THAT STRENGTHEN JEWISH LIFE AND THE WORLD AROUND US.
1,500
VANDERBILT UNIVERSITY
NO 357727 2301 VANDERBILT PLACE
NASHVILLE
,
TN
37235
PC
VANDERBILT OFFERS UNDERGRADUATE PROGRAMS IN THE LIBERAL ARTS AND SCIENCES, ENGINEERING, MUSIC, EDUCATION AND HUMAN DEVELOPMENT, AS WELL AS A FULL RANGE OF GRADUATE AND PROFESSIONAL DEGREES. THE COMBINATION OF CUTTING EDGE RESEARCH, LIBERAL ARTS AND A DISTINGUISHED MEDICAL CENTER CREATES AN INVIGORATING ATMOSPHERE WHERE STUDENTS TAILOR THEIR EDUCATION TO MEET THEIR GOALS AND RESEARCHERS COLLABORATE TO SOLVE COMPLEX PROBLEMS AFFECTING OUR HEALTH, CULTURE AND SOCIETY
20,000
WORLD TRADE CENTER PERFORMING ARTS
ONE LIBERTY PLAZA 20TH FLOOR
NEW YORK
,
NY
10006
PC
THE PAC WILL CREATE A CULTURAL AND PERFORMING ARTS CENTER AT THE WORLD TRADE CENTE SITE THAT WILL CONTRIBUTE TO THE REVITALIZATION OF LOWER MANHATTAN AND PROMOTE THE PERFORMING ARTS BY PRESENTING THEATER, DANCE, MUSIC AND FILM FROM AMERICA AND AROUNDA THE WORLD
283,333
OLD BROOKVILLE PBA HOLIDAY FUND
PO BOX 344
GLEN HEAD
,
NY
11545
PC
THE OLD BROOKVILLE PBA IS A LOBOR ORGANIZATION AND AS SUCH ITS PRIMARY SERVICE IS TO PROTECT AND PROMOTE ITS MEMBERS EMPLOYMENT TERMS AND CONDITIONS. OTHER SERVICES PROVIDED ARE A MEMBERS' BENEFIT PROGRAM AND THE SPONSORSHIP OF FAMILY EVENTS TO PROMOTE FRATERNALISM.
10,000
STUYVESANT HIGH SCHOOL ALUMINI
PO BOX 3531
NEW YORK
,
NY
10008
PC
TO AWARD SCHOLARSHIPS AND OTHER GRANTS TO DESRVING STUDENTS OF STUYVESANT HIGH SCHOOL, TO MAINTAIN RELATIONSHIP OF ALUMINI TO THE SCHOOL AND TO EACH OTHER THROUGH WRITTEN AND OTHER COMMUNICATIONS.
20,000
Total
.................................
3a
3,935,833
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
...........
4
Dividends and interest from securities
....
523000
4,787
14
3,336,435
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
.....
523000
29,118
14
4
8
Gain or (loss) from sales of assets other than
inventory
............
523000
145,575
18
997,400
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)
..
179,480
4,333,839
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
4,513,319
(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:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description