GOTTESMAN FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GOTTESMAN FUND (EIN 52-6061469)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-07-11
- IRS object ID
- 202411939349100121
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-11T15:16:16-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC A AARONSON CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 BON AIR AVE | AddressLine1Txt |
| City | NEW ROCHELLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526061469 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOTTESMAN FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOTT | BusinessNameControlTxt |
| Phone | 2024571600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT W GOTTESMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2127563452 | PhoneNum |
| Signature | 2024-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | GOTTESMAN | 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 | MARC A AARONSON | PreparerPersonNm |
| PTIN | P00023882 | PTIN |
| Phone | 9144506926 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 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 | $1,458,126,485 | 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 | $1,029,324,477 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,773,513 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,728,715 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,767,989 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $2,767,989 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$341,016 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$341,016 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,044,524,963 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,155,688 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $308,440 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $308,440 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,015 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $27,015 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $73,404 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $73,404 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $361,080 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $361,080 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,919 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,919 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $196,252 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $167,431 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,821 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $984,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $185,350 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $798,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,797,527 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,797,527 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,781,637 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $185,350 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,596,287 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,006,743,326 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,970,338 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,333,215 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,033,334 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,033,334 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,000,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,000,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,000,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,000,000 | AcctRcvblEOYFMVAmt |
| Grants Receivable EOY | $30,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $30,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $494 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,581 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,581 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,314,793 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $925,971,146 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $938,329,791 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $105,216,548 | CorporateStockBOYAmt |
| Corporate Stock EOY | $144,665,146 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $221,341,822 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,387,027 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,642,873 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,900,077 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $127,918,731 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $135,558,052 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $234,477,880 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $264,170,808 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,270,914,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,458,126,485 | 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 | $264,170,808 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,270,914,132 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $264,170,808 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,270,914,132 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $264,170,808 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,270,914,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $264,170,808 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,006,743,326 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,270,914,134 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,270,914,132 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| FINAL DISTRIBUTION - IN EXCESS OF BASIS - ARBITER | P | $240,020 | $240,020 |
| GAIN/(LOSS) ON SALE OF PUBLIC SECURITIES | P | $10,980,206 | $10,980,206 |
| GAIN/(LOSS) ON SALE OF CORPORATE AND MUNICIPAL BONDS | P | -$24,877 | -$24,877 |
| DISTRIBUTION RECEIVED AFTER WRITE OFF OF MADOFF INVESTMENT SEC LLC | P | $9,275 | $9,275 |
| DISTRIBUTION IN EXCESS OF BASIS - CRC GLO STRUCTURED CR FD | P | $11,601 | $11,601 |
| DISTRIBUTION IN EXCESS OF BASIS - GS INVESTMENT PARTNERS LP | P | $6,902 | $6,902 |
| DISTRIBUTION IN EXCESS OF BASIS - STYX INTERNATIONAL FUND | P | $17,215 | $17,215 |
| FM FIRST CHINA FUND LLC | P | -$3,356,764 | -$3,356,764 |
| FMC RESEARCH FUND, LLC | P | -$4,161,873 | -$4,161,873 |
| GREENLEA LANE CAPITAL PARTNERS, LP | P | -$1,100,723 | -$1,100,723 |
| ROCK SPRINGS CAPITAL FUND LP | P | $346,367 | $346,367 |
| LOSS ON WRITE OFF OF CERBERUS INVESTMENTS | P | -$193,681 | -$193,681 |
| LOSS ON WRITE OFF OF INVESTMENT IN 2ND FIRST ASSOC. LP | P | -$5,679 | -$5,679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,767,989 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $208,088 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $208,088 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $208,088 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $538,513 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,038,513 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $830,425 | OverpaymentAmt |
| Applied To ES Tax | $830,425 | 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 | DC | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT W GOTTESMAN | IndividualWithBooksNm |
| Phone | 2127563452 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FIRST MANHATTAN 399 PARK AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RUTH L GOTTESMAN | ||||||||
| C/O FIRST MANHATTAN399 PARK AVE | NEW YORK | NY | 10022 | CO-PRESIDENT | 3.00 | $0 | $0 | $0 |
| ROBERT W GOTTESMAN | ||||||||
| C/O FIRST MANHATTAN399 PARK AVE | NEW YORK | NY | 10022 | TREASURER | 3.00 | $0 | $0 | $0 |
| ALICE R GOTTESMAN | ||||||||
| C/O FIRST MANHATTAN399 PARK AVE | NEW YORK | NY | 10022 | CHAIRPERSON | 3.00 | $0 | $0 | $0 |
| WILLIAM L GOTTESMAN | ||||||||
| C/O FIRST MANHATTAN399 PARK AVE | NEW YORK | VT | 10022 | CO-PRESIDENT | 3.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE EIDMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 572 COUNTY ROUTE 32 | AddressLine1Txt |
| City | NORTH CHATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $308,440 | CompensationAmt |
| Employee Benefits | $27,015 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|
| SHUNIMI ENGINEERING LTD | ||||||||
| 36 HAVATZELET ST | HOD HASHARON | IS | CONSULTING | $70,200 | ||||
| LESLIE HAPERIN | ||||||||
| CONSULTING | $50,568 | 144 LEDGE ROAD | BURLINGTON | VT | 05401 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $634,753,785 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,236,003 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,030,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $799,019,788 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $799,019,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,985,297 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $787,034,491 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,351,725 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,351,725 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $208,088 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $208,088 | TotalTaxAmt |
| Distributable Before Adj | $39,143,637 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,143,637 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,143,637 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,596,287 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $37,596,287 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,143,637 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,017,254 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,489,635 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,497,983 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,998,026 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,209,442 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,212,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,596,287 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,596,287 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,547,350 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,547,350 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,664,990 | 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 | $4,469,904 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,195,086 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,489,635 | ExcessFromYear4Amt |
| Excess From Year3 | $7,497,983 | ExcessFromYear3Amt |
| Excess From Year2 | $3,998,026 | ExcessFromYear2Amt |
| Excess From Year1 | $3,209,442 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUTH L GOTTESMAN | ContributingManagerNm |
| Contributing Manager | ROBERT W GOTTESMAN | ContributingManagerNm |
| Contributing Manager | ALICE R GOTTESMAN | ContributingManagerNm |
| Contributing Manager | WILLIAM L GOTTESMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABRAHAM JOSHUA HESCHEL SCHOOL | |||||||
| 20 WEST END AVENUE | NEW YORK | NY | 10023 | PUBLIC | GENERAL SUPPORT | $460,000 | |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | PUBLIC | GENERAL SUPPORT | $5,333,935 | |
| AMJEWISH JOINT DIST COMMITTEE INC | |||||||
| 220 EAST 42ND ST | NEW YORK | NY | 10017 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| AMERICAN FRIENDS OF BAR-ILAN UNIV | |||||||
| 160 EAST 56TH STREET | NEW YORK | NY | 10022 | PUBLIC | GENERAL SUPPORT | $18,000 | |
| AMERICAN FRIENDS OF BATSHEVA | |||||||
| 1201 BROADWAY | NEW YORK | NY | 10001 | PUBLIC | GENERAL SUPPORT | $3,000 | |
| AMERICAN FRIENDS OF LEKET ISRAEL INC | |||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | PUBLIC | GENERAL SUPPORT | $300,000 | |
| AMERICAN FRIENDS OF SHENKAR | |||||||
| 315 WEST 36TH STREET | NEW YORK | NY | 10018 | PUBLIC | GENERAL SUPPORT | $30,000 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 545 5TH AVENUE | NEW YORK | NY | 10017 | PUBLIC | GENERAL SUPPORT | $2,500 | |
| AMERICAN JEWISH HISTORICAL SOCIETY | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | PUBLIC | GENERAL SUPPORT | $150,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PUBLIC | GENERAL SUPPORT | $5,199,830 | |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PUBLIC | GENERAL SUPPORT | $40,000 | |
| AUDUBON NATURE INSTITUTE INC | |||||||
| 6500 MAGAZINE STREET | NEW ORLEANS | LA | 70118 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| AVODAH | |||||||
| 125 MAIDEN LANE 8B | NEW YORK | NY | 10038 | PUBLIC | GENERAL SUPPORT | $35,000 | |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| BAY RIDGE PREP | |||||||
| 8101 RIDGE BLVD | BROOKLYN | NY | 11209 | PUBLIC | GENERAL SUPPORT | $333,333 | |
| BI-CULTURAL HEBREW ACADEMY OF CONNECTICUT | |||||||
| 1937 WEST MAIN STREET | STAMFORD | CT | 06902 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| BRIGID ALLIANCE INC | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| BRONX CHILDREN'S MUSEUM | |||||||
| PO BOX 1381 | BRONX | NY | 10451 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| CARE INC | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | PUBLIC | GENERAL SUPPORT | $40,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PUBLIC | GENERAL SUPPORT | $300,000 | |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PUBLIC | GENERAL SUPPORT | $5,313,000 | |
| CHAMPLAIN COLLEGE | |||||||
| 163 SOUTH WILLARD STREET | BURLINGTON | VT | 05402 | PUBLIC | GENERAL SUPPORT | $30,000 | |
| CONGREGATION KEHILATH JESHURUN | |||||||
| 125 EAST 85TH STREET | NEW YORK | NY | 10028 | PUBLIC | GENERAL SUPPORT | $35,000 | |
| CONGREGATION OR ZARUA | |||||||
| 127 EAST 82ND STREET | NEW YORK | NY | 10028 | PUBLIC | GENERAL SUPPORT | $20,000 | |
| DOROT INC | |||||||
| 171 WEST 85 ST | NEW YORK | NY | 10024 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| DRISHA INSTITUTE | |||||||
| 1501 BROADWAY | NEW YORK | NY | 10036 | PUBLIC | GENERAL SUPPORT | $75,000 | |
| ECHO LEAHY CENTER FOR LAKE CHAMPLAIN | |||||||
| 1 COLLEGE ST | BURLINGTON | VT | 05401 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| FAMILY LEGAL CARE | |||||||
| 55 BROADWAY | NEW YORK | NY | 10006 | PUBLIC | GENERAL SUPPORT | $75,000 | |
| FOUNDATION FOR JEWISH CAMP | |||||||
| 253 W 35TH STREET | NEW YORK | NY | 10001 | PUBLIC | GENERAL SUPPORT | $510,083 | |
| GLOBAL GREENGRANTS FUND | |||||||
| 2840 WILDERNESS PL | BOULDER | CO | 80301 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| GOLDA OCH ACADEMY | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PUBLIC | GENERAL SUPPORT | $306,000 | |
| HILLEL - THE FDN FOR JEWISH CAMPUS LIFE | |||||||
| CHARLES AND LYNN SCHUSTERMAN | WASHINGTON | DC | 20001 | PUBLIC | GENERAL SUPPORT | $50,000 | INTERNATIONAL CENTER |
| HOPEWELL FUND | |||||||
| PO BOX 38068 | BALTIMORE | MD | 21297 | PUBLIC | GENERAL SUPPORT | $500,000 | |
| IFWHENHOW | |||||||
| 1714 FRANKLIN STREET | OAKLAND | CA | 94612 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BLVD | LOS ANGELES | CA | 90025 | PUBLIC | GENERAL SUPPORT | $40,000 | |
| INTERVALE CENTER | |||||||
| 180 INTERVALE RD | BURLINGTON | VT | 05401 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| ISRAAID (US) GLOBAL HUMANIT ASSIST INC | |||||||
| 555 COLLEGE AVENUE | PALO ALTO | CA | 94306 | PUBLIC | GENERAL SUPPORT | $40,000 | |
| ISRAEL ON CAMPUS COALITION | |||||||
| 1100 17TH STREET NW | WASHINGTON | DC | 20043 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| JEWISH COMMUNITIES OF VERMONT | |||||||
| PO BOX 4472 | BURLINGTON | VT | 05406 | PUBLIC | GENERAL SUPPORT | $8,000 | |
| JUST THE PILL | |||||||
| 2038 FORD PARKWAY | SAINT PAUL | MN | 55116 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| LOUISIANA PHILHARMONIC ORCHESTRA | |||||||
| 2533 COLUMBUS STREET | NEW ORLEANS | LA | 70119 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| LURIA ACADEMY OF BROOKLYN | |||||||
| 238 ST MARKS AVENUE | BROOKLYN | NY | 11238 | PUBLIC | GENERAL SUPPORT | $125,000 | |
| MA'AYANOT YESHIVA HIGH SCHOOL FOR GIRLS | |||||||
| 1650 PALISADE AVENUE | TEANECK | NJ | 07666 | PUBLIC | GENERAL SUPPORT | $180,000 | |
| MARLENE MEYERSON JCC IN MANHATTAN | |||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | PUBLIC | GENERAL SUPPORT | $200,000 | |
| MAYDAY MEDICINES INC | |||||||
| 442 5TH AVENUE | NEW YORK | NY | 10018 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| MEET INTERNATIONAL INC | |||||||
| 177 HUNTINGTON AVE STE 1703 | BOSTON | MA | 02115 | PUBLIC | GENERAL SUPPORT | $75,000 | |
| MILTON GOTTESMAN JEWISH DAY SCHOOL | |||||||
| 6045 16TH STREET NW | WASHINGTON | DC | 20011 | PUBLIC | GENERAL SUPPORT | $200,000 | |
| MISSION CURE INC | |||||||
| 82 NASSAU ST 63426 | NEW YORK | NY | 10038 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| MONGABAY ORG CORPORATION | |||||||
| 1259 EL CAMINO REAL | MENLO PARK | CA | 94025 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| MOUNT SINAI HEALTH SYSTEM | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PUBLIC | GENERAL SUPPORT | $2,885,346 | |
| MT HOLYOKE COLLEGE | |||||||
| OFFICE OF ADVANCEMENT | SOUTH HADLEY | MA | 01075 | PUBLIC | GENERAL SUPPORT | $15,000 | |
| NATIONAL GALLERY OF ART | |||||||
| 2000B SOUTH CLUB DRIVE | WASHINGTON | DC | 20785 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH | |||||||
| 14 WALL STREEET 3B | NEW YORK | NY | 10005 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| PEF - ISRAEL ENDOWMENT FD | |||||||
| 630 THIRD AVENUE | NEW YORK | NY | 10017 | PUBLIC | GENERAL SUPPORT | $4,135,000 | |
| PARTNERSHIP TO END ADDICTION | |||||||
| 352 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| PLAN A HEALTH INC | |||||||
| PO BOX 20066 | NEW YORK | NY | 10025 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| PLAN C PILLS | |||||||
| 1413 K STREET NW | WASHINGTON | DC | 20005 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| RAMAPO FOR CHILDREN | |||||||
| 49 WEST 38TH STREET | NEW YORK | NY | 10018 | PUBLIC | GENERAL SUPPORT | $15,000 | |
| RAMAZ SCHOOL | |||||||
| 114 EAST 85TH STREET | NEW YORK | NY | 10028 | PUBLIC | GENERAL SUPPORT | $275,000 | |
| SANCTUARY FOR FAMILIES | |||||||
| PO BOX 1406 | NEW YORK | NY | 10268 | PUBLIC | GENERAL SUPPORT | $65,000 | |
| SAR ACADEMY | |||||||
| 655 WEST 254TH STREET | RIVERDALE | NY | 10583 | PUBLIC | GENERAL SUPPORT | $390,000 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | PUBLIC | GENERAL SUPPORT | $40,000 | |
| SCHECHTER SCHOOL OF LONG ISLAND | |||||||
| 1 BARBARA LANE | JERICHO | NY | 11753 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| SEED COMMONS | |||||||
| 228 PARK AVENUE SOUTH | NEW YORK | NY | 10003 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| SHINING HOPE FOR COMMUNITIES | |||||||
| 11 PARK PLACE | NEW YORK | NY | 10007 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| SINAI SCHOOLS | |||||||
| 240 FRISCH COURT | PARAMUS | NJ | 07652 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| SPECTRUM YOUTH AND FAMILY SERVICES | |||||||
| 31 ELMWOOD AVE | BURLINGTON | VT | 05401 | PUBLIC | GENERAL SUPPORT | $400,000 | |
| STERN CENTER FOR LANGUAGE & LEARNING | |||||||
| 183 TALCOTT RD | WILLISTON | VT | 05495 | PUBLIC | GENERAL SUPPORT | $15,000 | |
| STORYVILLE CENTER FOR THE SPOKEN WORD | |||||||
| 75 BROAD STREET | NEW YORK | NY | 10004 | PUBLIC | GENERAL SUPPORT | $70,000 | |
| TARRYTOWN MUSIC HALL | |||||||
| 13 MAIN STREET | TARRYTOWN | NY | 10591 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| TEMPLE BETH ABRAHAM | |||||||
| 25 LEROY AVENUE | TARRYTOWN | NY | 10591 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| THE BROTHERHOODSISTER SOL | |||||||
| 140 HAMILTON PLACE | NEW YORK | NY | 10031 | PUBLIC | GENERAL SUPPORT | $15,000 | |
| THE FRISCH SCHOOL | |||||||
| 120 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | PUBLIC | GENERAL SUPPORT | $437,000 | |
| THE ISRAEL DEMOCRACY INSTITUTE | |||||||
| 1266 W PACES FERRY ROAD | ATLANTA | GA | 30327 | PUBLIC | GENERAL SUPPORT | $20,000 | |
| THE JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | PUBLIC | GENERAL SUPPORT | $60,000 | |
| THE LAB SHUL | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| THE LEFFELL SCHOOL | |||||||
| 555 WEST HARTSDALE AVE | HARTSDALE | NY | 10530 | PUBLIC | GENERAL SUPPORT | $375,000 | |
| THE NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | PUBLIC | GENERAL SUPPORT | $500,000 | |
| THE NEW YORK PUBLIC LIBRARY | |||||||
| 445 FIFTH AVENUE 8TH FLOOR | NEW YORK | NY | 10016 | PUBLIC | GENERAL SUPPORT | $2,000,000 | |
| THE ST BERNARD PROJECT INC | |||||||
| 2645 TOULOUSE STREET | NEW ORLEANS | LA | 70119 | PUBLIC | GENERAL SUPPORT | $67,500 | |
| TIVNU BUILDING JUSTICE | |||||||
| 1327 SE TACOMA ST | PORTLAND | OR | 97202 | PUBLIC | GENERAL SUPPORT | $75,000 | |
| TORAH ACADEMY OF BERGEN COUNTY | |||||||
| 1600 QUEEN ANNE ROAD | TEANECK | NJ | 07666 | PUBLIC | GENERAL SUPPORT | $80,000 | |
| TULANE UNIVERSITY | |||||||
| 6823 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PUBLIC | GENERAL SUPPORT | $415,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| WORLD CENTRAL KITCHEN INC | |||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PUBLIC | GENERAL SUPPORT | $40,000 | |
| YELLOWHAMMER FUND INC | |||||||
| PO BOX 1565 | TUSCALOOSA | AL | 35403 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | PUBLIC | GENERAL SUPPORT | $3,000,000 | |
| YONKERS PARTNERS IN EDUCATION | |||||||
| 92 MAIN STREET | YONKERS | NY | 10701 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| ZAMIR CHORAL FOUNDATION INC | |||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | PUBLIC | GENERAL SUPPORT | $215,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,797,527 | 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 | $12,773,513 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,767,989 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT - OTHER INVESTMENT INCOME | Desc |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$341,016 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,200,486 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,200,486 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF DAVID S GOTTESMAN | |||||||
| 1 | C/O FIRST MANHATTAN 399 PARK AVE | NEW YORK | NY | 10022 | $59,011,722 | Yes (X) | |
| ESTATE OF DAVID S GOTTESMAN | |||||||
| 2 | C/O FIRST MANHATTAN 399 PARK AVE | NEW YORK | NY | 10022 | $232,091 | Yes (X) | |
| ESTATE OF DAVID S GOTTESMAN | |||||||
| 3 | C/O FIRST MANHATTAN 399 PARK AVE | NEW YORK | NY | 10022 | $110,000,000 | Yes (X) | |
| ESTATE OF DAVID S GOTTESMAN | |||||||
| 4 | C/O FIRST MANHATTAN 399 PARK AVE | NEW YORK | NY | 10022 | $853,761,864 | Yes (X) | |
| ROBERT W GOTTESMAN | |||||||
| 5 | C/O FIRST MANHATTAN 399 PARK AVE | NEW YORK | NY | 10022 | $6,318,800 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 126 SHARES BERKSHIRE HATHAWAY CL A | $59,011,722 | 2023-04-05 |
| 2 | 750 SHARES BERKSHIRE HATHAWAY CL B | $232,091 | 2023-04-05 |
| 3 | 110,000,000 U.S. TREASURY T-BILLS MAY 25 23 | $110,000,000 | 2023-04-05 |
| 5 | 40,000 SHARES APPLE, INC. | $6,318,800 | 2023-03-21 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (54 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLSTATE CORP - 6.125 DEC 15 32 | $194,928 | $154,275 |
| ALLY FINL INC - 8.000 NOV 01 31 | $394,359 | $390,975 |
| AT&T CORP - 8.750 NOV 15 31 | $29,021 | $28,054 |
| AT&T WIRELESS SVCS - 8.750 MAR 01 31 RGD | $86,732 | $81,998 |
| BALL CORP - 6.875 MAR 15 28 | $61,499 | $60,900 |
| BLACKROCK INC - 3.500 MAR 18 24 | $411,465 | $405,531 |
| BROOKFIELD FIN INC - 4.250 JUN 02 26 | $500,474 | $481,050 |
| CANADIAN NATL RY CO - 6.900 JUL 15 28 | $90,342 | $81,113 |
| CANADIAN NATL RY CO - 7.375 OCT 15 31 | $68,767 | $56,505 |
| CATERPILLAR INC - 6.625 JUL 15 28 | $121,047 | $107,770 |
| CLOROX CO DEL - 1.800 MAY 15 30 | $148,657 | $118,683 |
| CLOROX CO DEL - 3.100 OCT 01 27 | $102,137 | $92,440 |
| CONAGRA BRANDS INC - 8.250 SEP 15 30 RGD | $104,194 | $102,105 |
| CUMMINS INC - 7.125 MAR 01 28 | $352,389 | $317,804 |
| ELM ROAD GENERATING - 5.209 FEB 11 30 144 - FACTOR=0.568344 | $241,553 | $216,972 |
| ESSEX PORTFOLIO L P - 4.000 MAR 01 29 | $202,452 | $175,579 |
| ESTEE LAUDER COS INC - 2.375 DEC 01 29 | $210,728 | $171,440 |
| EVERSOURCE ENERGY - 4.250 APR 01 29 | $264,862 | $237,550 |
| GENERAL MTRS FINL CO - 6.400 JAN 09 33 | $64,470 | $65,436 |
| GENERAL MTRS FINL CO - FLTG 6.500 PERP | $385,097 | $302,820 |
| HOWMET AEROSPACE INC - 6.750 JAN 15 28 | $155,761 | $153,585 |
| HUNT J B TRANS SVCS - 3.875 MAR 01 26 | $486,406 | $484,350 |
| JPMORGAN CHASE & CO - 3.300 APR 01 26 | $62,854 | $57,030 |
| KRAFT HEINZ FOODS CO - 4.250 MAR 01 31 | $497,133 | $421,515 |
| LABORATORY CORP AMER - 3.600 FEB 01 25 | $450,201 | $436,500 |
| LEGGETT & PLATT INC - 3.800 NOV 15 24 | $119,549 | $116,988 |
| LEGGETT & PLATT INC - 4.400 MAR 15 29 | $345,934 | $306,995 |
| MARRIOTT INTL INC NE - 3.750 OCT 01 25 | $97,469 | $96,410 |
| MOHAWK INDS INC - 3.625 MAY 15 30 | $361,363 | $359,600 |
| MOODYS CORP - 4.875 FEB 15 24 | $124,918 | $125,000 |
| MPLX LP - 4.875 JUN 01 25 | $99,628 | $98,380 |
| NATIONAL RURAL UTILS - 3.700 MAR 15 29 | $295,620 | $254,925 |
| NEWELL BRANDS INC - 4.000 DEC 01 24 | $499,614 | $486,500 |
| ORACLE CORP - 2.650 JUL 15 26 | $147,557 | $139,320 |
| PACIFIC BELL - 7.125 MAR 15 26 | $538,319 | $514,200 |
| PARKER-HANNIFIN CORP - 3.300 NOV 21 24 | $124,802 | $121,363 |
| PARKER-HANNIFIN CORP - 4.250 SEP 15 27 | $72,961 | $72,758 |
| PRECISION CASTPARTS - 3.250 JUN 15 25 | $114,182 | $111,286 |
| PRINCIPAL FINANCIAL - 3.100 NOV 15 26 | $94,373 | $93,020 |
| PUBLIC STORAGE - 3.385 MAY 01 29 | $266,583 | $229,625 |
| RAYTHEON TECHNOLOGIES - 7.000 NOV 01 28 | $76,495 | $68,471 |
| REPUBLIC SVCS INC - 3.200 MAR 15 25 | $146,310 | $145,050 |
| RYDER SYS INC - 4.300 JUN 15 27 | $81,953 | $81,813 |
| S&P GLOBAL INC - 4.750 AUG 01 28 | $85,261 | $74,213 |
| TARGET CORP - 7.000 JUL 15 31 RGD | $93,672 | $78,225 |
| THE CIGNA GROUP - 4.500 FEB 25 26 | $160,115 | $156,752 |
| TIME WARNER ENTMT CO - 8.375 JUL 15 33 RGD | $525,696 | $529,245 |
| T-MOBILE US INC - 7.875 SEP 15 23 | $58,062 | $58,023 |
| TOYOTA MTR CR CORP - 5.400 NOV 10 25 | $252,718 | $251,250 |
| UNION PACIFIC RR CO - 6.176 JAN 02 31 - FACTOR=0.378034 | $72,576 | $66,321 |
| VERIZON COMMUNICATIO - 4.016 DEC 03 29 | $104,490 | $88,322 |
| VERIZON COMMUNICATIO - 4.329 SEP 21 28 | $297,186 | $287,310 |
| WASTE MGMT INC DEL - 7.100 AUG 01 26 | $113,186 | $105,340 |
| ZENECA WILMINGTON IN - 7.000 NOV 15 23 RGD | $584,753 | $581,392 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - COMMON | $678,592 | $951,566 |
| ALLY FINL INC - COMMON | $982,971 | $1,434,342 |
| ALPHABET INC - CLASS C | $1,974,525 | $6,867,500 |
| ALPHABET INC - CLASS C | $948,354 | $3,433,750 |
| ALPHABET INC - CLASS C | $991,904 | $2,442,083 |
| AMALGAMATED FINANCIAL - COMMON | $287,220 | $286,720 |
| AMERICAN TOWER CORP - COMMON | $4,221,810 | $2,719,794 |
| ANHEUSER BUSCH INBEV - SPON ADR | $944,647 | $813,527 |
| APPLE INC - COMMON | $994,392 | $11,647,940 |
| APPLE INC - COMMON | $372,759 | $2,620,787 |
| ASML HLDS NV NY - EURO.09 NY REG 2012 | $2,918,346 | $2,906,332 |
| AUTOZONE INC - COMMON | $3,007,469 | $6,328,325 |
| AUTOZONE INC - COMMON | $1,233,094 | $2,619,927 |
| AXIS CAPITAL HOLDINGS - ORDINARY | $366,870 | $438,880 |
| BERKSHIRE HATHAWAY - CLASS A | $51,303,586 | $69,980,800 |
| BERKSHIRE HATHAWAY - CLASS B | $203,586 | $270,150 |
| BIO RAD LABS INC - CLASS A | $390,236 | $400,200 |
| BROOKFIELD ASSET MGT - CLASS A LTD VTG | $2,052,139 | $2,315,864 |
| BROOKFIELD ASSET MGT - CLASS A LTD VTG | $587,849 | $1,202,378 |
| CAPITAL ONE FINL CO - COMMON | $1,128,807 | $1,412,982 |
| CHARTER COMMUNICATIONS - CL A | $1,246,174 | $1,577,232 |
| COMCAST CORP - CLASS A | $1,609,589 | $1,629,586 |
| COPART INC - COMMON | $1,264,765 | $1,793,200 |
| DANAHER CORP - COMMON | $2,257,590 | $10,600,000 |
| ENBRIDGE INC - COMMON | $692,852 | $829,642 |
| ENTEGRIS INC - COMMON | $1,522,357 | $1,600,066 |
| GATES INDL CORP PL - ORDINARY | $402,204 | $385,592 |
| HONEYWELL INTL INC - COMMON | $1,925,680 | $3,194,980 |
| INTER CONTINENTAL EX - COM | $2,425,943 | $3,539,700 |
| KEYSIGHT TECHNOLOGS - COMMON | $977,006 | $1,333,000 |
| KKR & CO INC - COMMON UNIT | $4,403,538 | $5,024,800 |
| LENNAR CORP - CLASS B | $634,098 | $981,272 |
| LIBERTY BROADBAND CORP - COM SER A | $1,351,428 | $1,264,140 |
| LONE STAR BANK - RSTK COM | $92,462 | $0 |
| LOWES CO - COMMON | $1,293,603 | $1,544,216 |
| MAINSTREET BANCSHARE - COM | $183,565 | $169,650 |
| MAINSTREET BANCSHARE - COM | $79,648 | $196,726 |
| MATCH GROUP INC - COMMON | $1,580,646 | $1,640,450 |
| MICROSOFT CORP - COMMON | $591,451 | $7,767,912 |
| MICROSOFT CORP - COMMON | $343,698 | $2,523,752 |
| MILLS MUSIC TR - UNIT BEN INT | $262,854 | $247,392 |
| MONDELEZ INTL INC - COMMON | $2,272,111 | $5,344,500 |
| ONEX CORP - SUB VTG | $896,260 | $1,015,062 |
| ORACLE CORP - COMMON | $2,183,792 | $5,537,940 |
| ORION ENG CARBNS S.A - COMMON | $391,661 | $475,020 |
| PHILIP MORRIS INTL - COMMON | $2,752,848 | $3,121,950 |
| PHILIP MORRIS INTL - COMMON | $1,747,619 | $1,657,035 |
| RAYTHEON TECHNOLOGIES - COMMON | $521,702 | $516,240 |
| S&P GLOBAL INC - COMMON | $2,474,755 | $2,736,020 |
| THERMO FISHER SCI - COMMON | $4,362,718 | $4,178,250 |
| THERMO FISHER SCI - COMMON | $1,356,002 | $1,476,315 |
| TRANSALTA CORP - COM | $851,475 | $815,150 |
| TRICON RESIDENTIAL - COMMON SHARES | $431,171 | $364,640 |
| US BANCORP DEL - COMMON | $340,255 | $200,915 |
| UNITEDHEALTH GRP INC - COMMON | $4,195,039 | $4,050,930 |
| UNITEDHEALTH GRP INC - COMMON | $1,230,295 | $2,037,380 |
| VERITEX HLDGS INC - COMMON | $480,737 | $347,985 |
| WYNDHAM HOTELS & RES - COM | $442,020 | $527,730 |
| VANGUARD S&P 500 ETF | $17,004,379 | $18,001,605 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $924,955,915 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $937,374,500 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,015,231 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $955,291 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACACIA CONVERVATION OFFSHORE FUND LTD | AT COST | $7,748,096 | $15,514,396 |
| CRC GLO STRUCTURE CR FD | AT COST | $0 | $820,715 |
| FIRST HEALTH LTD. | AT COST | $0 | $29,374,831 |
| GS INVEST. PARTNERS LP | AT COST | $0 | $189,650 |
| FIRST BIOMED LTD | AT COST | $5,000,000 | $30,037,300 |
| FM FIRST CHINA FUND LLC | AT COST | $24,132,675 | $24,948,074 |
| FMC RESEARCH FUND LP | AT COST | $37,038,791 | $45,743,777 |
| GREENELA LANE CAPITAL PARTNERS LP | AT COST | $16,573,681 | $20,620,208 |
| REDWOOD OFFSHORE FUND | AT COST | $0 | $25,250,681 |
| ROCK SPRINGS CAPITAL FUND LP | AT COST | $14,459,229 | $18,490,183 |
| STYX INTERNATIONAL, LTD. | AT COST | $0 | $95,352 |
| WISHBONE INTERNATIONAL PARTNERS LTD. | AT COST | $13,500,000 | $23,392,713 |
| UNREALIZED APPRECIATION ON CONTRIBUTED SECURITIES | AT COST | $17,105,580 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $73,404 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $73,404 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SERVICES | $8,300 | $0 | $8,300 |
| INVESTMENT EXPENSES | $166,195 | $166,195 | $0 |
| MISCELLANEOUS | $20,521 | $0 | $20,521 |
| FEES ON FOREIGN DIVIDENDS | $1,177 | $1,177 | $0 |
| BANK FEES | $59 | $59 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FM FIRST CHINA FUND LLC | $215,209 | $215,209 | $215,209 |
| FMC RESEARCH | -$209,397 | -$209,397 | -$209,397 |
| GREENLEA CAPITAL PARTNERS | -$44,804 | -$44,804 | -$44,804 |
| ROCK SPRINGS CAPITAL FUND | -$302,082 | -$302,082 | -$302,082 |
| MISCELLANEOUS INCOME | $58 | $58 | $58 |
| ADJUSTMENT | $341,016 | $0 | $341,016 |
| ADJUSTMENT - OTHER INVESTMENT INCOME | -$341,016 | -$341,016 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $361,080 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $361,080 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF DAVID S GOTTESMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 EAST 69TH STREET APT 14B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100214905 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $17,919 | Amt |
| Net Investment Income | $17,919 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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