ESSEL FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ESSEL FOUNDATION INC (EIN 13-6191234)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-05-14
- IRS object ID
- 202431359349102018
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T09:33:18-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136191234 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ESSEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GEOFFREY SIMON | InCareOfNm |
| Business Name Control | ESSE | BusinessNameControlTxt |
| Phone | 8137846834 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 WESTCHESTER AVENUE | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEOFFREY SIMON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127519100 | PhoneNum |
| Signature | 2024-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEOFFREY | PersonFirstNm |
| Person Last | SIMON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN LIN CPA | PreparerPersonNm |
| PTIN | P01549051 | PTIN |
| Phone | 2127519100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $120,818,068 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $23,420,762 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,770,391 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,770,391 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,439,713 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,180,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,439,713 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $42,997 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $42,997 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $30,673,863 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,253,101 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $13,417 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,417 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,348 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,348 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $553,706 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $553,706 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $151,712 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $151,712 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,193 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $279,483 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $277,983 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,025,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,000,594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,265 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,230,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,230,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,255,859 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,000,594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,255,265 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,418,004 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,252,507 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,808,597 | CashBOYAmt |
| Cash EOY | $2,123,580 | CashEOYAmt |
| Cash EOYFMV | $2,123,580 | CashEOYFMVAmt |
| Corporate Stock BOY | $60,625,512 | CorporateStockBOYAmt |
| Corporate Stock EOY | $68,096,535 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $70,116,877 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $27,225,319 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,291,399 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,119,491 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,458,120 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,458,120 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,458,120 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $94,117,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,969,634 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $120,818,068 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $102,478 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $102,478 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $102,478 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $102,478 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $94,015,070 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $109,867,156 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $94,015,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $109,867,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $94,117,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $109,969,634 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $94,015,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,418,004 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,487,938 | OtherIncreasesAmt |
| Subtotal | $112,921,012 | SubtotalAmt |
| Other Decreases | $3,053,856 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $109,867,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2023-11-30 | $24,180,490 | $24,101,172 | $79,318 | $79,318 |
| FLOWTHROUGH FROM PARTNERSHIP | 2023-11-30 | $4,360,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,439,713 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $86,910 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $86,910 | SubtotalAmt |
| Tax Based On Investment Income | $86,910 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $90,529 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $90,529 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,619 | OverpaymentAmt |
| Applied To ES Tax | $3,619 | 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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | GEOFFREY SIMON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8137846834 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 WESTCHESTER AVE | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JANICE LIEBER | ||||||||
| 2500 WESTCHESTER AVENUE | PURCHASE | NY | 10577 | secretary | 0 | $0 | $0 | $0 |
| MARY RUBIN | ||||||||
| 2500 WESTCHESTER AVENUE | PURCHASE | NY | 10577 | TREASURER | 0 | $0 | $0 | $0 |
| GEOFFREY SIMON | ||||||||
| 2500 WESTCHESTER AVENUE | PURCHASE | NY | 10577 | President | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAXON WOODS ADVISORS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 WESTCHESTER AVE SUITE 215 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $553,706 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 | $121,210,700 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,142,813 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,458,120 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $126,811,633 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $126,811,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,902,174 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $124,909,459 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,245,473 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,245,473 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $86,910 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $86,910 | TotalTaxAmt |
| Distributable Before Adj | $6,158,563 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,158,563 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,158,563 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,255,265 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $13,255,265 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,158,563 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $3,170,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,057,912 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,532,830 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,760,742 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,255,265 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,158,563 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,096,702 | RemainingDistriFromCorpusAmt |
| Total Corpus | $31,857,444 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $31,857,444 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,170,000 | ExcessFromYear3Amt |
| Excess From Year2 | $13,057,912 | ExcessFromYear2Amt |
| Excess From Year1 | $8,532,830 | ExcessFromYear1Amt |
| Excess From Current Year | $7,096,702 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CONSTANCE LIEBER DECEASED | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| THE LIEBER INSTITUTE FOR BRAIN DEVELOPMENT | ||||||||
| 855 N Wolfe St | Suite 300 | BALTIMORE | MD | 21205 | NONE | PC | UNRESTRICTED GRANT | $1,468,156 |
| THE LIEBER INSTITUTE FOR BRAIN DEVELOPMENT | ||||||||
| 855 N Wolfe St | SUITE 300 | BALTIMORE | MD | 21205 | NONE | PC | UNRESTRICTED GRANT | $8,531,844 |
| THE CARTER CENTER INC | ||||||||
| 453 JOHN LEWIS FREEDOM PKWY NE | ATLANTA | GA | 30307 | NONE | PC | UNRESTRICTED GRANT | $155,000 | |
| UNIVERSITY OF SOUTH FLORIDA | ||||||||
| 4202 E FOWLER AVE | TAMPA | FL | 33620 | NONE | PC | UNRESTRICTED GRANT | $25,000 | |
| BRAIN & BEHAVIOR RESEARCH FOUNDATION | ||||||||
| 747 3RD AVE 33RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED GRANT | $8,191 | |
| BRAIN & BEHAVIOR RESEARCH FOUNDATION | ||||||||
| 747 3RD AVE 33RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED GRANT | $2,491,809 | |
| COLUMBIA UNIVERSITY | ||||||||
| LOW MEMORIAL LIBRARY | 535 W 116TH ST | NEW YORK | NY | 10027 | NONE | PC | UNRESTRICTED GRANT | $550,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,230,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,770,391 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,439,713 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,997 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,253,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,253,101 | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| STEPHEN A LIEBER 20 YEAR CLAT | |||||||
| 1 | 120 GREACEN POINT ROAD | MAMARONECK | NY | 10543 | $1,444,113 | Yes (X) | |
| STEPHEN A LIEBER 30 YEAR CLAT | |||||||
| 2 | 1210 GREACEN POINT ROAD | MAMARONECK | NY | 10543 | $1,014,007 | Yes (X) | |
| TR FOR SPOUSE UA VI OF CONSTANCE E | |||||||
| 3 | 3108 S OMAR AVENUE | TAMPA | FL | 33629 | $651,596 | Yes (X) | |
| TR FOR SPOUSE UA VI OF CONSTANCE E | |||||||
| 4 | 3108 S OMAR AVENUE | TAMPA | FL | 33629 | $14,589,634 | Yes (X) | Yes (X) |
| TR FOR SPOUSE UA VI OF CONSTANCE E | |||||||
| 5 | 3108 S OMAR AVENUE | TAMPA | FL | 33629 | $5,721,298 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 4 | SECURITIES SAXON WOODS ACCT XXX-00101 | $14,589,634 | 2022-12-19 |
| 5 | ALPINE WOODS GROWTH VALUES, LP TRANSFER OF INTEREST AT 12/31/2022 | $5,721,298 | 2022-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,348 | Amt |
| Disbursements Charitable Prps | $10,348 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RBC INVESTMENT | StockNm |
| EOY Book Value | $68,096,535 | EOYBookValueAmt |
| EOYFMV | $70,116,877 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALPINE WOODS GROWTH VALUE LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $37,291,399 | BookValueAmt |
| EOYFMV | $46,119,491 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,417 | LegalFeesAmt |
| Disbursements Charitable Prps | $13,417 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM STEPHEN LIEBER 20 YR | $1,444,113 | $1,444,113 | $1,444,113 |
| DUE FROM STEPHEN LIEBER 30 YR | $1,014,007 | $1,014,007 | $1,014,007 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $3,053,856 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE FILING FEE | $1,500 | $1,500 | |
| PORTFOLIO DEDUCTION | $277,526 | $277,526 | |
| BANK FEES | $57 | $57 | |
| ADR FEES | $400 | $400 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership other income | Desc |
| Revenue And Expenses Per Books | $42,997 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $42,997 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV TO TAX COST ADJ DONATED SECURITIES | Desc |
| Amt | $2,487,938 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES PAYABLE | Desc |
| BOY Book Value | $102,478 | BOYBookValueAmt |
| EOY Book Value | $102,478 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $553,706 | Amt |
| Net Investment Income | $553,706 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $17,193 | Amt |
| Net Investment Income | $17,193 | NetInvestmentIncomeAmt |
Comments