ANDREW P BAROWSKY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANDREW P BAROWSKY FOUNDATION INC (EIN 46-0563089)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202441359349100349
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T08:30:06-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132792165 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSEMER TRUST COMPANY NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 FRANKLIN AVENUE SUITE 500 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460563089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW P BAROWSKY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O BESSEMER TRUST COMPANY NA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 5165089623 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 FRANKLIN AVENUE 500 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW P BAROWSKY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5165089623 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | BAROWSKY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BILL KERKENIDES | PreparerPersonNm |
| PTIN | P01252524 | PTIN |
| Phone | 5165089623 | PhoneNum |
| Preparation | 2024-05-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $19,672,321 | 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 | $740,338 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $435,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $435,442 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $849,965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,890,607 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,075,266 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,025,745 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,510,708 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,636 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,161 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $57,475 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,925 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,161 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,865,494 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,865,494 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,941,455 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,161 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,927,369 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,290 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,504,547 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,308,258 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,504,684 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,504,684 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $29,062 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,477 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $29,062 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $29,062 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,917,883 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,808,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,138,575 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,227,618 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,341,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,672,321 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,227,618 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,341,948 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,227,618 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,341,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,227,618 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,341,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,227,618 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,290 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,030,040 | OtherIncreasesAmt |
| Subtotal | $9,341,948 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,341,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,890,582 | $815,341 | $2,075,241 | $2,075,241 |
| CLASS ACTION PROCEEDS | $25 | $25 | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,075,266 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,813 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,813 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,813 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $29,913 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BESSEMER TRUST COMPANY OF FLORIDA | IndividualWithBooksNm |
| Phone | 5165089623 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 ROYAL PALM WAY | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW P BAROWSKY | ||||||||
| C/O BTFL 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | DIRECTOR, PRES, VP, SEC, TREAS. | 1.00 | $0 | $0 | $0 |
| ALBERT R LEPAGE | ||||||||
| C/O BTFL 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARSHA JORDAN | ||||||||
| C/O BTFL 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILANTHROPIC INITIATIVE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ARLINGTON STREET 3RD FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | SCHOLARSHIP SERVICES | ServiceTypeTxt |
| Compensation | $57,475 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,063,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,373,676 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,437,244 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,437,244 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $276,559 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,160,685 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $908,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $908,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,813 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,813 | TotalTaxAmt |
| Distributable Before Adj | $873,221 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $873,221 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $873,221 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,927,369 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,927,369 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $873,221 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $301,900 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $110,166 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $678,739 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,090,805 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,927,369 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $873,221 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,054,148 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,144,953 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,144,953 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $301,900 | ExcessFromYear4Amt |
| Excess From Year3 | $110,166 | ExcessFromYear3Amt |
| Excess From Year1 | $678,739 | ExcessFromYear1Amt |
| Excess From Current Year | $1,054,148 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW P BAROWSKY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARC BROWARD | ||||||||
| 10250 NW 53RD STREET | SUNRISE | FL | 33351 | N/A | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $152,476 | |
| BARBARA BUSH FOUNDATION FOR FAMILY LITERACY | ||||||||
| PO BOX 14380 | WASHINGTON | DC | 20044 | N/A | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $9,884 | |
| BEST BUDDIES INTERNATIONAL | ||||||||
| 100 SOUTHEAST SECOND STREET SUITE | MIAMI | FL | 33131 | N/A | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $278,046 | 2200 |
| BOSTON FOUNDATION THE PHILANTHROPIC INITIATIVE (TPI) | ||||||||
| 75 ARLINGTON STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $361,500 | |
| CONGREGATION SONS OF ZION | ||||||||
| 378 MAPLE STREET | HOLYOKE | MA | 01040 | N/A | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $2,000 | |
| FIRST TEE - NAPLESCOLLIER | ||||||||
| 1370 CREEKSIDE BOULEVARD | NAPLES | FL | 34108 | N/A | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $18,165 | |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $691,555 | |
| HOSPICE OF SOUTHERN MAINE | ||||||||
| 390 US-1 | SCARBOROUGH | ME | 04074 | N/A | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $28,872 | |
| KENNEBUNKPORT CONSERVATION | ||||||||
| PO BOX 7004 | CAPE PORPOISE | ME | 04014 | N/A | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $96,103 | |
| MOUNT SINAL MEDICAL CENTER FOUNDATION | ||||||||
| 4300 ALTON ROAD SUITE 100 | MIAMI BEACH | FL | 33140 | N/A | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $27,643 | |
| NAPLES CHILDREN & EDUCATION FOUNDATION | ||||||||
| 2590 GOODLETTE FRANK ROAD NORTH | NAPLES | FL | 34103 | N/A | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $199,250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,865,494 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $435,442 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $849,965 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,285,407 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,285,407 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ANDREW P BAROWSKY | ||||||
| 1 | C/O BTFL 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | $245,300 | Yes (X) |
| ANDREW P BAROWSKY | ||||||
| 2 | C/O BTFL 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | $245,662 | Yes (X) |
| ANDREW P BAROWSKY | ||||||
| 3 | C/O BTFL 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | $249,375 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 661 SHARES OF MICROSOFTHIGH = $374.18LOW = $368.03AVE PER SHARE = $371.11 | $245,300 | 2023-12-06 |
| 2 | 1,270 SHARES OF APPLE INCHIGH = $194.76LOW = $192.11AVE PER SHARE = $193.44 | $245,662 | 2023-12-06 |
| 3 | 1,286 SHARES OF APPLE INCHIGH = $194.66LOW = $193.17AVE PER SHARE = $193.92 | $249,375 | 2023-12-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 9620.00 ALPHABET INC CLASS C | $320,520 | $1,355,746 |
| 5240.00 AMAZON.COM INC | $202,543 | $796,165 |
| 30227.00 APPLE INC | $705,202 | $5,819,604 |
| 22875.00 BANK OF AMERICA CORP | $164,923 | $770,201 |
| 2295.00 CONOCOPHILLIPS | $89,099 | $266,380 |
| 30000.00 FLOWER FOODS INC | $556,862 | $675,300 |
| 1154.00 HOME DEPOT | $52,497 | $399,918 |
| 286.00 META PLATFORMS INC | $5,883 | $101,232 |
| 5503.00 MICROSOFT CORP | $406,916 | $2,069,348 |
| 4125.00 MORGAN STANLEY GRP INC | $125,287 | $384,656 |
| 490.00 PIONEER NATURAL RESOURCES | $40,648 | $110,191 |
| 2.00 SYNOPSYS INC | $254 | $1,029 |
| 21.00 THERMO FISHER SCIENTIFIC | $2,646 | $11,146 |
| 167.00 UNITEDHEALTH GROUP INC | $40,486 | $87,920 |
| 1468.00 ZOETIS INC | $94,436 | $289,739 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES | Desc |
| Amt | $2,030,040 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT SERVICES FEES | $6,161 | $6,161 | $0 |
| PROFESSIONAL FEES | $57,475 | $0 | $57,475 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW P BAROWSKY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BTFL 222 ROYAL PALM WAY | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATED TAX PAYMENTS | $4,900 | $0 | $0 |
| FOREIGN TAX PAID IN EXCESS | $3,025 | $0 | $0 |
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