EDWARD H BENENSON FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD H BENENSON FOUNDATION INC (EIN 13-6162730)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-03
- IRS object ID
- 202530939349100908
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-03T12:17:45-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274758448 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLIEGEL & SABILIA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HEMPSTEAD AVE | AddressLine1Txt |
| City | LYNBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115631610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136162730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD H BENENSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 2127522670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVENUE 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA QUATTROCCHI | PersonNm |
| Person Title | PRES+SECRETARY | PersonTitleTxt |
| Signature | 2025-03-25 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEONARD FLIEGEL CPA | PreparerPersonNm |
| PTIN | P00010080 | PTIN |
| Phone | 5165939200 | PhoneNum |
| Preparation | 2025-03-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,299,409 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15,670 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,670 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $15,670 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $131,746 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,746 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $131,746 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,247,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,436,393 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,247,314 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $346,884 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $346,884 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,741,614 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,394,730 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $494,300 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,750 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $13,977 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $995 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $19,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $589,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $589,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $609,222 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $589,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,132,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,394,730 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $494,300 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,263 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl | $4,625 | AcctRcvblAmt |
| Acct Rcvbl EOY | $4,625 | AcctRcvblEOYAmt |
| Prepaid Expenses BOY | $40,197 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $49,521 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $7,620,416 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,499,682 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,299,409 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $6,396,051 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,590,435 | OtherAssetsEOYAmt |
| Total Assets BOY | $14,087,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,144,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,299,409 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $92,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,444 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $92,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,444 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $13,995,427 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,127,819 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,995,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,127,819 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,087,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,144,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,995,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,132,392 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,127,819 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,127,819 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (115 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COCO COLA | P | 2023-06-30 | 2024-04-15 | $10,389 | $10,535 | -$146 | -$146 |
| COCA COLA | P | 2012-08-16 | 2024-04-15 | $20 | $20 | $20 | |
| BUILDERS FIRST RESOURCE | P | 2023-05-09 | 2024-03-01 | $54,663 | $31,556 | $23,107 | $23,107 |
| FOMENTO ECONOMIXO MEXI | P | 2023-11-20 | 2024-04-11 | $37,902 | $38,149 | -$247 | -$247 |
| AUTODESK INC | P | 2023-12-14 | 2024-04-18 | $41,490 | $50,807 | -$9,317 | -$9,317 |
| CVR ENERGY | P | 2023-01-12 | 2024-04-18 | $32,821 | $31,800 | $1,021 | $1,021 |
| DORIAN LPG | P | 2023-02-13 | 2024-06-20 | $130,796 | $66,543 | $64,253 | $64,253 |
| STAR BULK CARRIERS | P | 2024-09-09 | 2024-10-17 | $274 | $280 | -$6 | -$6 |
| NVIDIA | P | 2024-02-29 | 2024-04-15 | $89,981 | $79,306 | $10,675 | $10,675 |
| EOG RESOURCES | P | 2023-11-08 | 2024-01-04 | $20,249 | $20,111 | $138 | $138 |
| EOG RESOURCES | P | 2023-11-08 | 2024-03-04 | $23,538 | $24,526 | -$988 | -$988 |
| GIGACLOUD | P | 2024-03-04 | 2024-04-11 | $25,755 | $31,445 | -$5,690 | -$5,690 |
| CARPENTER TECHNOLOGY | P | 2023-12-01 | 2024-04-18 | $19,975 | $18,222 | $1,753 | $1,753 |
| DORIAN LPG | P | 2023-02-13 | 2024-04-18 | $8,018 | $4,642 | $3,376 | $3,376 |
| ARCHROCK INC | P | 2024-04-29 | 2024-07-10 | $10,209 | $10,193 | $16 | $16 |
| VANGUARD S&P 500ETF | P | 2021-11-08 | 2024-10-17 | $534,948 | $415,170 | $119,778 | $119,778 |
| PFIZER | P | 2023-06-08 | 2024-04-18 | $5,131 | $6,334 | -$1,203 | -$1,203 |
| ROYAL CARRIBEAN | P | 2023-08-03 | 2024-01-19 | $62,934 | $52,439 | $10,495 | $10,495 |
| EOG RESOURCES | P | 2024-02-01 | 2024-03-04 | $187 | $182 | $5 | $5 |
| TRANSDIGM GROUP | P | 2023-11-14 | 2024-04-11 | $122,374 | $111,573 | $10,801 | $10,801 |
| DORIAN LPG | P | 2024-01-04 | 2024-04-18 | $17,038 | $20,825 | -$3,787 | -$3,787 |
| JOHNSON & JOHNSON | P | 2017-12-13 | 2024-04-18 | $5,211 | $5,690 | -$479 | -$479 |
| VIPSHOP HLDGS | P | 2023-03-13 | 2024-07-01 | $44,300 | $49,810 | -$5,510 | -$5,510 |
| SUPER MICRO COMPUTER | P | 2024-06-20 | 2024-11-08 | $34,761 | $129,596 | -$94,835 | -$94,835 |
| SIMON PROPERTY GROUP | P | 2023-06-29 | 2024-04-15 | $18,142 | $16,261 | $1,881 | $1,881 |
| KLA CORP | P | 2023-11-22 | 2024-01-22 | $35,558 | $31,678 | $3,880 | $3,880 |
| NIKE INC | P | 2023-12-14 | 2024-03-04 | $29,973 | $36,659 | -$6,686 | -$6,686 |
| ADVANCED MICRO DEVICE | P | 2024-02-05 | 2024-04-15 | $48,435 | $52,734 | -$4,299 | -$4,299 |
| HP INC | P | 2023-12-14 | 2024-04-18 | $11,086 | $12,402 | -$1,316 | -$1,316 |
| PEPSICO | P | 2022-07-13 | 2024-04-18 | $42,737 | $42,088 | $649 | $649 |
| POWELL INDUSTRIES | P | 2023-12-12 | 2024-07-31 | $16,311 | $12,080 | $4,231 | $4,231 |
| SEZZLE INC | P | 2024-11-08 | 2024-11-12 | $28,505 | $35,095 | -$6,590 | -$6,590 |
| SUPER MICRO COMPUTER | P | 2024-04-24 | 2024-11-18 | $27,826 | $97,500 | -$69,674 | -$69,674 |
| ALARUM TECHNOLOGIES | P | 2024-01-04 | 2024-01-25 | $5,580 | $4,257 | $1,323 | $1,323 |
| PAYPAL HOLDINGS | P | 2023-12-14 | 2024-03-20 | $13,000 | $12,594 | $406 | $406 |
| AMGEN INC | P | 2023-12-11 | 2024-04-15 | $7,386 | $7,573 | -$187 | -$187 |
| JOHNSON & JOHNSON | P | 2023-06-07 | 2024-04-18 | $30,990 | $34,568 | -$3,578 | -$3,578 |
| PHILIPS 66 | P | 2022-11-21 | 2024-04-18 | $30,944 | $21,800 | $9,144 | $9,144 |
| YPF SOCIEDAD ANONIMA | P | 2023-11-06 | 2024-08-12 | $33,063 | $16,548 | $16,515 | $16,515 |
| SUPER MICRO COMPUTER | P | 2024-04-29 | 2024-11-14 | $18,200 | $84,000 | -$65,800 | -$65,800 |
| COCA COLA | P | 2012-07-03 | 2024-04-18 | $92,484 | $75,658 | $16,826 | $16,826 |
| APPLE INC | P | 2020-06-24 | 2024-01-24 | $391,971 | $185,907 | $206,064 | $206,064 |
| VALERO ENERGY | P | 2022-10-04 | 2024-03-04 | $73,509 | $58,201 | $15,308 | $15,308 |
| APPLE INC | P | 2023-05-19 | 2024-04-15 | $178,847 | $191,875 | -$13,028 | -$13,028 |
| MARATHON PETE CORP | P | 2024-04-10 | 2024-04-18 | $79,161 | $85,878 | -$6,717 | -$6,717 |
| VERIZON COMMUNICATIONS | P | 2009-10-19 | 2024-04-18 | $38,240 | $26,032 | $12,208 | $12,208 |
| CONOCOPHILIPS | P | 2024-06-03 | 2024-08-15 | $223 | $232 | -$9 | -$9 |
| SUPER MICRO COMPUTER | P | 2023-06-08 | 2024-11-14 | $109,196 | $166,911 | -$57,715 | -$57,715 |
| WARNER BROS | P | 2011-06-16 | 2024-04-11 | $7 | $26 | -$19 | -$19 |
| TARGA RESOURCES | P | 2024-01-11 | 2024-01-30 | $2,495 | $2,431 | $64 | $64 |
| PEPSICO | P | 2022-07-13 | 2024-03-14 | $41,190 | $42,087 | -$897 | -$897 |
| BOOKING HOLDINGS | P | 2023-11-06 | 2024-04-15 | $35,305 | $29,604 | $5,701 | $5,701 |
| UNVL TECH INSTITUTE | P | 2024-03-26 | 2024-04-18 | $2,876 | $3,020 | -$144 | -$144 |
| POWELL INDUSTRIES | P | 2024-04-29 | 2024-04-29 | $29,700 | $29,640 | $60 | $60 |
| TECHNPFMC LTD | P | 2024-05-29 | 2024-08-22 | $12,990 | $12,850 | $140 | $140 |
| NOVO-NORDISK | P | 2023-02-02 | 2024-11-25 | $39,754 | $24,991 | $14,763 | $14,763 |
| PFIZER | P | 2011-06-08 | 2024-04-15 | $32,942 | $44,203 | -$11,261 | -$11,261 |
| NOVO-NORDISK VS NORMAL | P | 2023-05-18 | 2024-02-01 | $23,022 | $16,752 | $6,270 | $6,270 |
| MARATHON PETE | P | 2023-10-19 | 2024-04-01 | $81,359 | $61,544 | $19,815 | $19,815 |
| CADENCE DESIGN | P | 2023-11-22 | 2024-04-15 | $175,420 | $175,247 | $173 | $173 |
| MARATHON PETE CORP | P | 2023-02-02 | 2024-04-01 | $81,358 | $48,330 | $33,028 | $33,028 |
| ABERCROMBE & FITCH | P | 2024-05-08 | 2024-05-09 | $52,532 | $51,472 | $1,060 | $1,060 |
| FIRST WATCH RESTAURANT | P | 2024-05-13 | 2024-08-23 | $34,499 | $39,960 | -$5,461 | -$5,461 |
| ALARUM TECHNOLOGIES | P | 2024-06-03 | 2024-12-04 | $11,529 | $32,970 | -$21,441 | -$21,441 |
| SIMON PROPERTY GROUP | P | 2016-06-01 | 2024-04-18 | $118,234 | $112,863 | $5,371 | $5,371 |
| POWELL INDUSTRIES | P | 2023-12-12 | 2024-02-01 | $11,578 | $8,710 | $2,868 | $2,868 |
| ALARUM TECHNOLOGIES | P | 2024-01-04 | 2024-04-11 | $24,100 | $8,515 | $15,585 | $15,585 |
| CAMECO CORP | P | 2023-12-14 | 2024-04-15 | $9,793 | $9,054 | $739 | $739 |
| CONOCO PHILIPS | P | 2022-08-15 | 2024-04-11 | $13,225 | $9,839 | $3,386 | $3,386 |
| POWELL INDUSTRIES | P | 2024-04-29 | 2024-05-21 | $24,145 | $19,711 | $4,434 | $4,434 |
| DRAFTKINGS INC | P | 2023-12-14 | 2024-08-24 | $8,857 | $9,509 | -$652 | -$652 |
| TRANSMEDICS GROUP | P | 2023-12-14 | 2024-12-05 | $27,875 | $32,399 | -$4,524 | -$4,524 |
| CHARTER COMMUNICATIONS | P | 1999-04-06 | 2024-04-18 | $11,836 | $12,391 | -$555 | -$555 |
| AXON ENTERPRISES | P | 2023-07-24 | 2024-02-08 | $16,043 | $10,714 | $5,329 | $5,329 |
| AUTODESK INC | P | 2024-02-09 | 2024-04-11 | $47,940 | $53,668 | -$5,728 | -$5,728 |
| CARPENTER TECHNOLOGY | P | 2023-12-01 | 2024-04-15 | $19,010 | $18,222 | $788 | $788 |
| CVR ENERGY | P | 2023-01-12 | 2024-04-11 | $35,349 | $31,800 | $3,549 | $3,549 |
| MAKEMYTRIP LIMITED | P | 2024-03-14 | 2024-05-28 | $30,623 | $24,801 | $5,822 | $5,822 |
| YPF SOCIEDAD ANONIMA | P | 2022-10-24 | 2024-08-12 | $28,125 | $9,891 | $18,234 | $18,234 |
| VAALCO ENERGY | P | 2024-09-05 | 2024-12-09 | $9,859 | $11,320 | -$1,461 | -$1,461 |
| COCA COLA | P | 2009-08-17 | 2024-04-15 | $232,433 | $96,881 | $135,552 | $135,552 |
| AXON ENTERPRISES | P | 2024-01-31 | 2024-02-08 | $37,433 | $35,536 | $1,897 | $1,897 |
| BOOKING HOLDINGS | P | 2023-11-13 | 2024-04-11 | $36,200 | $31,205 | $4,995 | $4,995 |
| CELESTICA INC | P | 2023-12-12 | 2024-04-15 | $22,365 | $13,740 | $8,625 | $8,625 |
| PHILIPS 66 | P | 2022-11-21 | 2024-04-11 | $32,850 | $21,800 | $11,050 | $11,050 |
| SUPER MICRO COMPUTER | P | 2023-01-30 | 2024-04-30 | $90,000 | $7,257 | $82,743 | $82,743 |
| CONOCO PHILIPS | P | 2022-08-15 | 2024-08-15 | $44,171 | $39,356 | $4,815 | $4,815 |
| WARNER BROS | P | 1999-04-06 | 2024-04-11 | $409 | $4,436 | -$4,027 | -$4,027 |
| EXTREME NETWORKS | P | 2023-05-18 | 2024-02-09 | $7,536 | $11,083 | -$3,547 | -$3,547 |
| CEMEX SAB | P | 2023-09-05 | 2024-04-11 | $2,074 | $1,887 | $187 | $187 |
| CEMEX SAB | P | 2023-09-05 | 2024-04-15 | $6,401 | $6,073 | $328 | $328 |
| AAON INC | P | 2023-04-03 | 2024-04-15 | $34,249 | $24,806 | $9,443 | $9,443 |
| NVIDIA | P | 2019-05-15 | 2024-05-15 | $234,088 | $10,007 | $224,081 | $224,081 |
| BUILDERS FIRST CHOICE | P | 2024-05-09 | 2024-09-13 | $53,399 | $51,144 | $2,255 | $2,255 |
| PFIZER | P | 2003-12-08 | 2024-04-15 | $64,659 | $80,868 | -$16,209 | -$16,209 |
| ELF BEAUTY | P | 2024-02-13 | 2024-02-22 | $8,134 | $7,688 | $446 | $446 |
| CONOCO PHILLIPS CORP | P | 2024-04-10 | 2024-04-11 | $52,899 | $53,457 | -$558 | -$558 |
| CONSOLIDATE WATER | P | 2023-09-06 | 2024-04-15 | $24,331 | $29,734 | -$5,403 | -$5,403 |
| AMGEN INC | P | 2020-08-04 | 2024-04-15 | $226,264 | $208,002 | $18,262 | $18,262 |
| AAON | P | 2023-04-03 | 2024-05-16 | $29,936 | $25,640 | $4,296 | $4,296 |
| STAR BULK CARRIERS | P | 2024-07-23 | 2024-09-19 | $8,688 | $9,544 | -$856 | -$856 |
| SIMON PROPERTY GROUP | P | 2004-10-14 | 2024-04-15 | $183,406 | $75,765 | $107,641 | $107,641 |
| AKTORE | P | 2021-11-01 | 2024-01-31 | $100,191 | $62,694 | $37,497 | $37,497 |
| COSTCO WHOLESALE | P | 2024-02-29 | 2024-04-11 | $67,829 | $69,011 | -$1,182 | -$1,182 |
| GIGACLOUD TECHNOLOGY | P | 2024-03-04 | 2024-04-15 | $23,971 | $31,445 | -$7,474 | -$7,474 |
| APPLE | P | 2009-11-09 | 2024-04-15 | $404,185 | $30,528 | $373,657 | $373,657 |
| ADVANCED MICRO DEVICE | P | 2024-02-05 | 2024-06-18 | $46,472 | $52,734 | -$6,262 | -$6,262 |
| CROWDSTRIKE HLDGS | P | 2024-05-17 | 2024-10-02 | $44,719 | $55,282 | -$10,563 | -$10,563 |
| CHARTER COMMUNICATION | P | 2016-05-26 | 2024-04-15 | $78 | $78 | $78 | |
| BLACKSTONE MINERALS | P | 2023-01-30 | 2024-02-14 | $39,899 | $41,150 | -$1,251 | -$1,251 |
| DRAFTKIGS INC | P | 2023-12-14 | 2024-04-11 | $11,255 | $10,660 | $595 | $595 |
| APPLE INC | P | 2024-04-15 | 2024-04-18 | $284,832 | $297,466 | -$12,634 | -$12,634 |
| ALPHABET INC | P | 2021-12-23 | 2024-04-18 | $158,074 | $147,952 | $10,122 | $10,122 |
| INTERNTNL SEAWAY | P | 2023-04-26 | 2024-06-17 | $33,011 | $24,816 | $8,195 | $8,195 |
| COMPANIA DE MINAS | P | 2024-06-24 | 2024-10-17 | $2,025 | $2,633 | -$608 | -$608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,247,314 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$209,199 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,387 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,387 | SubtotalAmt |
| Tax Based On Investment Income | $19,387 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,524 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $19,524 | TotalPaymentsAndCreditsAmt |
| Overpayment | $137 | OverpaymentAmt |
| Applied To ES Tax | $137 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127522670 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVE STE 18A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LISA QUATTROCCHI | ||||||||
| 941 PARK AVENUE | NEW YORK | NY | 10028 | PRES+SECRETA | 000.00 | $0 | $0 | $0 |
| ALBERT FLEISCHMAN | ||||||||
| 1823 GERRITSEN AVENUE | BROOKLYN | NY | 11229 | VP+TREASURER | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,136,080 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,652 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,283,732 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $15,283,732 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $229,256 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,054,476 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $752,724 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $752,724 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,387 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,387 | TotalTaxAmt |
| Distributable Before Adj | $733,337 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $733,337 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $733,337 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $589,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $589,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $733,337 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $427,917 | UndistributedIncomePYAmt |
| Qualifying Distributions | $589,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $427,917 | AppliedToYear1Amt |
| Applied To Current Year | $161,583 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $571,754 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER AT WEST PARK | |||||||
| 165 WEST 86TH STREET | NEW YORK | NY | 10024 | NONE | PC | SUPPORT | $500 |
| NANTUCKET PRESERVATION TRUST | |||||||
| 55 MAIN STREET | NANTUCKET | MA | 02554 | NONE | CHARITY | ASSITANCE W/EDUCATIONAL PROGRAMS | $1,000 |
| NANTUCKET SHELLFISH ASSOCIATION | |||||||
| PO BOX 604 | NANTUCKET | MA | 02554 | NONE | PC | SUPPORT FOR CHARITY | $1,000 |
| LUNGEVITY FOUNDATION | |||||||
| 228 S WABASH AVE | CHICAGO | IL | 60604 | NONE | PC | SUPPORT | $1,000 |
| OVANAN CANCER RESEARCH ALLIA | |||||||
| 1101 14TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | SUPPORT | $1,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | NONE | PC | SUPPORT | $1,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | SUPPORT | $2,000 |
| OBAMA FOUNDATION | |||||||
| 523S HARPER COURT | CHICAGO | IL | 60615 | NONE | PC | GENERAL | $2,000 |
| ASPCA | |||||||
| 424 EAST 92ND ST | NEW YORK | NY | 10128 | NONE | PC | GENERAL ASSITANCE TO ANIMALS | $2,500 |
| GUIDE DOG FOUNDATION | |||||||
| 371 E JERICHO TPKE | SMITHTOWN | NY | 11787 | NONE | PC | SUPPORT | $2,500 |
| NISHA | |||||||
| 11 CROOKED LANE | NANTUCKET | MA | 02584 | NONE | PC | SUPPORT THE ANIMALS | $2,500 |
| ROW NEW YORK INC | |||||||
| 10-27 46TH AVENUE | NEW YORK | NY | 11101 | NONE | PC | SUPPORT THE CHARITY | $2,500 |
| CIRCUIT ARTS | |||||||
| 12 MUSIC ST | VINEYARD HAVEN | MA | 02568 | NONE | PC | SUPPORT | $2,500 |
| NY JUNIOR TENNIS & LEARNING | |||||||
| 36-36 33RD ST | LONG ISLAND CITY | NY | 11106 | NONE | PC | SUPPORT | $2,500 |
| NY BOTANIACAL GARDEN | |||||||
| 200TH ST- KASIMIROFF BLVD | BRONX | NY | 10458 | NONE | PC | ASSITANCE W/EDUCATIONAL PROGRAMS | $3,000 |
| CARNEGIE HALL CORP | |||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| EDUCATION THROUGH MUSIC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | NONE | PC | CHARITY | $5,000 |
| NANTUCKET COMMUNITY SALING | |||||||
| 4 WINTER AVENUE | NANTUCKET | MA | 02584 | NONE | PC | SUPPORT THE CHARITY | $5,000 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANYUCKET | MA | 02554 | NONE | CHARITY | ASSITANCE W/EDUCATIONAL PROGRAMS | $5,000 |
| STORM KING ART CENTER | |||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12253 | NONE | PC | SUPPORT THE CHARITY | $5,000 |
| EDUCATION THROUGH MUSIC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | NONE | PC | CHARITY | $5,000 |
| CITIZENS COMMITTEE FOR CHILDREN OF | |||||||
| 14 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | PORGRAM SUPPORT | $5,000 |
| BROWN UNIVERSITY | |||||||
| 110 ELM STREET | PROVIDENCE | RI | 02912 | NONE | COLLEGE | FOR GENERAL PURPOSE | $10,000 |
| CITIZENS COMMITTEE FOR CHILDREN OF | |||||||
| 14 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | PORGRAM SUPPORT | $10,000 |
| GEORGETOWN LAW | |||||||
| 600 NEW JERSEY AVENUE | WASHINGTON | DC | 20001 | NONE | PC | EDUCATION | $10,000 |
| NY BOTANICAL GARDEN | |||||||
| 200TH ST -KASIMROFF BLVD | BRONX | NY | 10458 | NONE | PC | SUPPORT | $10,000 |
| PURCHASE COLLEGE FOUNDATION | |||||||
| 735 ANDERSON HILL ROAD | PURCHASE | NY | 10577 | NONE | PC | SUPPORT | $10,000 |
| WESTCHESTER LAND TRUST | |||||||
| 403 HARRIS ROAD | BEDFORD HILLS | NY | 10507 | NONE | PC | SUPPORT | $10,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 717 POPLAR AVENUE | BOULDER | CO | 80304 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| JED FOUNDATION | |||||||
| 500 7TH AVENUE | NEW YORK | NY | 10018 | NONE | PC | SUPPORT | $10,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAS | UT | 84741 | NONE | PC | SUPPORT | $10,000 |
| MADISON JEWISH CENTER | |||||||
| 2989 NOSTRAND AVENUE | BROOKLYN | NY | 11229 | NONE | PC | SUPPORT THE CHARITY | $12,000 |
| NATIONAL INSTITUTE OF REPRODUCTIVE | |||||||
| 14 WALL ST | NEW YORK | NY | 10005 | NONE | PC | SUPPORT | $15,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | NONE | PC | SUPPORT | $20,000 |
| CITIZENS COMMITEE FOR CHILD | |||||||
| 14 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| YMHA - KINGS BAY Y | |||||||
| 3495 NOSTRAND AVENUE | BROOKLYN | NY | 11229 | NONE | PC | SUPPORT THE CHARITY | $20,000 |
| ANIMAL MEDICAL CENTER | |||||||
| 510 E 62ND STREET | NEW YORK | NY | 10065 | NONE | PC | SUPPORT | $20,000 |
| PALM BEACH OPERA | |||||||
| 415 SO OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | NONE | CHARITY | ASSITANCE W/OPERA PRODUCTIONS | $25,000 |
| STAMFORD HOSPITAL FOUNDATION | |||||||
| 1351 WASHINGTON BLVD | STANFORD | CT | 06902 | NONE | PC | SUPPORT THE HOSPITAL | $35,000 |
| BROWN RISD HILLEL | |||||||
| 80 BROWN STREET | PROVIDENCE | RI | 02906 | NONE | PC | SUPPORT | $50,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | NONE | PC | FOR THE ARTS | $60,000 |
| ROBIN HOOD | |||||||
| 826 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | SUPPORT | $60,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | NONE | COLLEGE | SCHOLARSHIP ASSIST FOR STUDENTS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $589,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,670 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,746 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,247,314 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| 1447 MACOMBS RD ASSOCIATES | 16 | -$34,142 |
| 3310-12 HULL AVENUE ASSOCIA | 16 | $27,155 |
| EHB REAL ESTATE | 16 | $353,871 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $494,300 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,247,314 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,741,614 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,750 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORP STOCK INVESTMENT - SCHWAB | $4,940,929 | $10,506,510 |
| CORP STOCK INVESTMENT - MERRILL | $558,753 | $3,792,899 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| 1447 MACOMBS RD ASSOCIATES | $832,738 | $798,596 |
| 3310 HULL AVENUE ASSOCIATES | $578,704 | $698,359 |
| EHB REAL ESTATE ASSOCIATES | $4,984,609 | $8,093,480 |
| ROUNDING |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| FILING FEES | $750 |
| ADR FEES | $245 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| 1447 MACOMBS RD ASSOCIATES LL | -$34,142 | -$34,142 |
| 3310-12 HULL AVENUE ASSOCIATE | $27,155 | $27,155 |
| EHB REAL ESTATE | $353,871 | $353,871 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS STATE | CategoryTxt |
| Amt | $13,977 | Amt |
Comments