DORIS & STANLEY TANANBAUM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DORIS & STANLEY TANANBAUM FOUNDATION (EIN 13-7161531)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-11
- IRS object ID
- 202431639349101103
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-11T10:11:02-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061667465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAGER METIS CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVE SUITE N-400 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10573 | 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 | 137161531 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIS & STANLEY TANANBAUM FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PRAGER METIS CPA'S LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORI | BusinessNameControlTxt |
| Phone | 9149644600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVE N-400 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10573 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURENCE ZURIFF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9149644600 | PhoneNum |
| Signature | 2024-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURENCE | PersonFirstNm |
| Person Last | ZURIFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J ROSOFF | PreparerPersonNm |
| PTIN | P01046708 | PTIN |
| Phone | 9146944600 | PhoneNum |
| Preparation | 2024-06-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $43,473,261 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $138,771 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $138,771 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $682,007 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $682,007 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,052,216 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,089,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,052,216 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,091 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24,194 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,900,085 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,897,188 | 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 | $22,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,508 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,242 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $236,331 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $223,650 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,681 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $259,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $231,158 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,923 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,100,360 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,100,360 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,359,441 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $231,158 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,128,283 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$459,356 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,666,030 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$23,601 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,895 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,895 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,468,544 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,079,641 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,537,603 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,308,250 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,619,978 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,728,586 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $19,776,688 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,331,011 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,167,177 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,529,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,070,525 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,473,261 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $5,775 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $5,775 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $5,775 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,775 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,055,970 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,055,970 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $24,468,136 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,008,780 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,524,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,064,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,529,881 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,070,525 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,524,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$459,356 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,064,750 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,064,750 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS - PUBLICLY TRADED SECURITIES | 2023-12-31 | $14,783,289 | $13,741,707 | $1,041,582 | $1,041,582 | |
| GOLDMAN SACHS - PUBLICLY TRADED SECURITIES | 2023-12-31 | $3,303,481 | $3,295,301 | $8,180 | $8,180 | |
| CAPITAL GAINS DIVIDENDS | $2,454 | $2,454 | $2,454 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,052,216 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,158 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,158 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,158 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,842 | OverpaymentAmt |
| Applied To ES Tax | $5,842 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | PRAGER METIS CPAS LLC | IndividualWithBooksNm |
| Phone | 9146944600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVENUE SUITE N-400 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105731301 | 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 Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RICKI CONWAY | |||||||||||
| 47 CHESTER SQUARE | LONDON | UK | PRESIDENT | 0.00 | $0 | $0 | $0 | ||||
| LAURENCE ZURIFF | |||||||||||
| VICE PRESIDENT | 0.00 | $0 | $0 | $0 | 1 JOHN STREET APT 9B | BROOKLYN | NY | 11201 | |||
| ALAN LEVINE | |||||||||||
| SECRETARY & TREASURER | 0.05 | $0 | $0 | $0 | C/O COOLEY 55 HUDSON YARDS | NEW YORK | NY | 10001 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $41,574,128 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,705,338 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,705,338 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $625,580 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,079,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,053,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,053,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,158 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,158 | TotalTaxAmt |
| Distributable Before Adj | $2,030,830 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,030,830 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,030,830 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,128,283 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,128,283 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,030,830 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,850,956 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,128,283 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,850,956 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $277,327 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,753,503 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y NEW YORK | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $10,000 |
| ALEXANDER HAMILTON SOCIETY | |||||||
| 1875 CONNECTICUT AVE NW 10TH FL | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $65,000 |
| AMERICAN FRIENDS OF THE COVENT GARDEN ROYAL BALLET | |||||||
| 610 FIFTH AVE 5155 | NEW YORK | NY | 10185 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $190,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $40,000 |
| BROTHERS FOR LIFE | |||||||
| 270 S HANFORD STREET SUITE 207 | SEATTLE | WA | 98134 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $10,000 |
| CANAVAN FOUNDATION | |||||||
| 600 WEST 111TH ST 8A | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $1,600 |
| CENTER OF STRATEGIC OF BUDGETARY ANALYSIS | |||||||
| 1667 K ST NW SUITE 900 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $75,000 |
| CHABAD AT DARTMOUTH | |||||||
| 19 ALLEN ST | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $7,500 |
| CONGREGATION KEHILATH JESHURUN | |||||||
| 125 E 85TH STREET | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $25,000 |
| CSNK2A1 FOUNDATION | |||||||
| 1929 VAN NESS AVENUE | SAN FRANCISCO | CA | 941093007 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $6,000 |
| DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $15,000 |
| DISCOVERY LAND COMPANY FOUNDATION | |||||||
| 301 N CANON DRIVE SUITE 328 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $15,000 |
| DREYFOOS SCHOOL OF THE ARTS FOUNDATION | |||||||
| PO BOX 552 | WEST PALM BEACH | FL | 33402 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $100,000 |
| FACING HISTORY AND OURSELVES INC | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $50,000 |
| FOUNDATION FOR ART & PRESERVATION IN EMBASSIES | |||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $25,000 |
| HEBREW FREE LOAN SOCIETY | |||||||
| 675 THIRD AVE SUITE 1905 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $55,000 |
| HISTORICAL SOCIETY OF NEW YORK COURTS | |||||||
| 292 NORTH STREET | NEWBURGH | NY | 12550 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $10,000 |
| ISRAAID US GLOBAL HUMANITARIAN ASSISTANCE INC | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $20,000 |
| ISRAEL ON CAMPUS COALITION | |||||||
| 734 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $90,000 |
| JEWISH AGENCY (JAFINA) | |||||||
| 633 THIRD AVE 21ST FL | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $25,000 |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $10,000 |
| JEWISH THEOLOGICAL SEMINARY | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $100,000 |
| JOHN HOPKINS UNIVERSITY SAIS | |||||||
| 1717 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $50,000 |
| LEGAL AID SOCIETY | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $25,000 |
| LET GROW INC | |||||||
| 228 PARK AVE S 77212 | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $10,000 |
| LEWY BODY DEMENTIA ASSOC | |||||||
| 912 KILLIAN HILL ROAD SW | LILBURN | GA | 30047 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $4,900 |
| METROPOLITAN MUSEUM OF ART-COSTUME INSTITUTE | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 100280198 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $50,000 |
| MOISES SAFRA COMMUNITY CENTER INC | |||||||
| 130 EAST 82ND STREET | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $5,000 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $65,000 |
| THE INNOCENCE PROJECT INC | |||||||
| 40 WORTH ST 701 | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $200,000 |
| THE JEWISH FEDERATION OF GREATER LOS ANGELES | |||||||
| 6505 WILSHIRE BLVD SUITE 1000 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $5,000 |
| TRINITY SCHOOL | |||||||
| 139 WEST 91ST STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $25,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY DR JOESPH TENENBAUM PROFESSORSHIP FUND | |||||||
| 173 FORT WASHINGTON AVE 4TH FLOOR | NEW YORK | NY | 10032 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $50,000 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $200,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 123 TOWNE BLDG 220 S 33RD ST | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $25,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 635 CHILDS WAY | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $103,000 |
| WESTSIDE GUILD OF CHILDREN HOSPITAL LOS ANGELES | |||||||
| PO BOX 49602 | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $10,000 |
| YRF DARCA | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $30,000 |
| KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $100,000 |
| ACCESS JUSTICE BROOKLYN | |||||||
| 44 COURT STREET SUITE 1206 | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $200 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 WEST 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $360 |
| CENTRAL PARK CONSERVANCY | |||||||
| 717 FIFTH AVENUE 5TH FL | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $10,000 |
| JUVENILE DIABETES RESEARCH FUND | |||||||
| PO BOX 37920 | BOONE | IA | 500370920 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $100 |
| TAMARACK CAMPS | |||||||
| 6735 TELEPRAPH ROAD | BLOOMFIELD HILLS | MI | 48301 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $600 |
| HARVARD WESTLAKE SCHOOL | |||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $3,100 |
| SHARE WELL DBA CAYTON CHILDREN'S MUSEUM | |||||||
| 395 SANTA MONICA PLACE SUITE 374 | SANTA MONICA | CA | 90401 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $2,500 |
| SHARK SHOOTOUT CHARITIES INC | |||||||
| 19940 MONA ROAD SUITE 3 | JUPITER | FL | 33469 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $25,000 |
| ST MATTHEW PARISH SCHOOL | |||||||
| 1031 BIENVENEDA AVENUE | PACIFIC PALISADES | CA | 90272 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $500 |
| UNITED IN HARMONY (CAMP HARMONY) | |||||||
| 1917 1/2 WESTWOOD BLVD SUITE 1 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $2,500 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 6500 WILSHIRE BLVD SUITE 207 | SEATTLE | WA | 98134 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $12,500 |
| CREATIVE PRESCHOOL-FIFTH AVENUE SYNAGOGUE | |||||||
| 5 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $5,000 |
| RAMAZ SCHOOL | |||||||
| 60 EAST 78TH STREET | NEW YORK | NY | 10075 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $10,000 |
| THE JEWISH EDUCATION PROJECT | |||||||
| 520 8TH AVENUE | TH FLOOR | NY | 10018 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $5,000 |
| ZACHS BRIDGE INC | |||||||
| 52 VIRGINIA RIDGE ROAD | SUDBURY | MA | 01776 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $10,000 |
| THE SOCIETY OF THE FOUR ARTS INC | |||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $25,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $60,000 |
| WORLD JEWISH CONGRESS AMERICAN SECTION INC | |||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,100,360 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,771 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $682,007 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,091 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,052,216 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,900,085 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,900,085 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $22,750 | Amt |
| Net Investment Income | $7,508 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,242 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS 403-5 | $7,053,591 | $6,870,512 |
| GS 377-1 | $4,566,387 | $4,858,074 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS 407-6 | $1,563,522 | $2,017,782 |
| GS 405-0 | $2,724,838 | $3,555,159 |
| GS 479-3 | $2,791,281 | $2,964,662 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS 404-3 | AT COST | $14,894,507 | $19,392,169 |
| GS 376-3 | AT COST | $3,436,504 | $3,775,008 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEES & COMMISSIONS | $194,907 | $194,907 | $0 |
| FOREIGN TAXES PD | $16,746 | $16,746 | $0 |
| NYS FILING FEE | $750 | $0 | $750 |
| FEDERAL TAX | $23,863 | $11,932 | $11,931 |
| MISCELLANEOUS EXPENSE | $65 | $65 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NON DIVIDEND DISTRIBUTIONS | $2,897 | $0 | $2,897 |
| MISCELLANEOUS INVESTMENT INCOME | $24,194 | $24,194 | $24,194 |
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