PERRY & DONNA GOLKIN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PERRY & DONNA GOLKIN FAMILY FOUNDATION (EIN 13-3928587)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-10-15
- IRS object ID
- 202442899349100934
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-15T17:27:16-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554021844 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133928587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERRY & DONNA GOLKIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KKR FIN SVS CO LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERR | BusinessNameControlTxt |
| Phone | 2122719933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1345 SIXTH AVE 15 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PERRY GOLKIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122719933 | PhoneNum |
| Signature | 2024-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTINA RASMUSSEN | PreparerPersonNm |
| PTIN | P00143920 | PTIN |
| Phone | 6123974000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,692,875 | 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 | $975,942 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $128,620 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $128,620 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $536,578 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $536,578 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,357,317 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,608,455 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,443,290 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,998,457 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,108,488 | 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 | $33,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $94,958 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36,958 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $955 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $205 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,013 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,851,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,851,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,980,113 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,864,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,018,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,051,325 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,440,336 | CashBOYAmt |
| Cash EOY | $5,502,991 | CashEOYAmt |
| Cash EOYFMV | $5,502,991 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $243,807 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $244,515 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,923,650 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,635,532 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,945,369 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $21,363,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,382,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,692,875 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,363,986 | CapitalStockBOYAmt |
| Capital Stock EOY | $23,382,330 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,363,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,382,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,363,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,382,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,363,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,018,344 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,382,330 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,382,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,608,455 | GrossSalesPriceAmt |
| Cost Or Other Basis | $165,165 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,443,290 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,443,290 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,443,290 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,313 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,313 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $61,301 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $111,301 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $54,981 | OverpaymentAmt |
| Applied To ES Tax | $54,981 | 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 | PERRY GOLKIN CO KKR FIN SVS CO | IndividualWithBooksNm |
| Phone | 2122719933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LLC 1345 SIXTH AVE 15FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10105 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| DONNA GOLKIN | |||||||||
| C/O KKR FINANCIAL SERVICES CO LLC | 1345 SIXTH AVE 15TH FLOOR | NEW YORK | NY | 10105 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| PERRY GOLKIN | |||||||||
| C/O KKR FINANCIAL SERVICES CO LLC | 1345 SIXTH AVE 15TH FLOOR | NEW YORK | NY | 10105 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| GREGORY W GOLKIN | |||||||||
| C/O KKR FINANCIAL SERVICES CO LLC | 1345 SIXTH AVE 15TH FLOOR | NEW YORK | NY | 10105 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| DORIE C GOLKIN | |||||||||
| C/O KKR FINANCIAL SERVICES CO LLC | 1345 SIXTH AVE 15TH FLOOR | NEW YORK | NY | 10105 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| DAVID L GOLKIN | |||||||||
| C/O KKR FINANCIAL SERVICES CO LLC | 1345 SIXTH AVE 15TH FLOOR | NEW YORK | NY | 10105 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| 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 | $32,567,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,030,296 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,597,630 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,597,630 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $548,964 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,048,666 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,802,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,802,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,313 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,313 | TotalTaxAmt |
| Distributable Before Adj | $1,746,120 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,746,120 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,746,120 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,864,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,864,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,746,120 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $442,236 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $159,205 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $601,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,864,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,746,120 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $118,830 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $720,271 | 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 | $720,271 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $442,236 | ExcessFromYear4Amt |
| Excess From Year2 | $159,205 | ExcessFromYear2Amt |
| Excess From Current Year | $118,830 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PERRY GOLKIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACHILLES INTERNATIONAL | ||||||
| 315 WEST 39TH STREET | NEW YORK | NY | 10018 | PC | GENERAL PURPOSE | $3,500 |
| ACHILLES INTERNATIONAL | ||||||
| 315 WEST 39TH STREET | NEW YORK | NY | 10018 | PC | GENERAL PURPOSE | $300,000 |
| BUNKER LABS NFP INC | ||||||
| 230 E OHIO ST STE 410 1241 | CHICAGO | IL | 60611 | PC | GENERAL PURPOSE | $10,000 |
| CARNEGIE HILL NEIGHBORS | ||||||
| 1326 MADISON AVENUE | NEW YORK | NY | 10128 | PC | GENERAL PURPOSE | $5,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | GENERAL PURPOSE | $25,000 |
| COLGATE UNIVERSITY | ||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | PC | GENERAL PURPOSE | $325,000 |
| COMMON GOOD | ||||||
| 222 EAST 46TH STREET SUITE 401 | NEW YORK | NY | 10017 | PC | GENERAL PURPOSE | $75,000 |
| CORNELL UNIVERSITY | ||||||
| 130 EAST SENECA STREET SUITE 400 | ITHACA | NY | 14850 | PC | GENERAL PURPOSE | $1,000 |
| DONORSCHOOSEORG | ||||||
| 134 WEST 37TH STREET 11TH FL | NEW YORK | NY | 10018 | PC | GENERAL PURPOSE | $250,000 |
| FREEDOM SERVICES DOGS OF AMERICA | ||||||
| 7193 S DILLON CT | ENGLEWOOD | CO | 80112 | PC | GENERAL PURPOSE | $500 |
| GIRLS WHO INVEST INC | ||||||
| 142 WEST 57TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | PC | GENERAL PURPOSE | $100,000 |
| GREENWICH LAND TRUST | ||||||
| 370 ROUND HILL ROAD | GREENWICH | CT | 06831 | PC | GENERAL PURPOSE | $250 |
| GREENWICH LIBRARY | ||||||
| 101 WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | GENERAL PURPOSE | $1,000 |
| GREENWICH PROFESSIONAL FIREFIGHTERS | ||||||
| 166 PINE CREEK AVE | FAIRFIELD | CT | 06824 | PC | GENERAL PURPOSE | $1,000 |
| HOT BREAD KITCHEN LTD | ||||||
| 75 9TH AVE SUITE 0610 | NEW YORK | NY | 10011 | PC | GENERAL PURPOSE | $5,000 |
| INNER CITY SCHOLARSHIP FUND | ||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | PC | GENERAL PURPOSE | $200,000 |
| INNER CITY SCHOLARSHIP FUND | ||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | PC | GENERAL PURPOSE | $18,300 |
| JAZZ AT LINCOLN CENTER | ||||||
| 3 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | PC | GENERAL PURPOSE | $96,100 |
| JAZZ AT LINCOLN CENTER | ||||||
| 3 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | PC | GENERAL PURPOSE | $100,000 |
| NATIONAL MUSEUM OF THE MIGHTY EIGHTH AIR FORCE | ||||||
| 175 BOURNE AVE | POOLER | GA | 31322 | PC | GENERAL PURPOSE | $500 |
| NATIONAL MUSEUM OF THE MIGHTY EIGHTH AIR FORCE | ||||||
| 175 BOURNE AVE | POOLER | GA | 31322 | PC | GENERAL PURPOSE | $500 |
| NEW PROFIT INC | ||||||
| 99 BEDFORD STREET 500 | BOSTON | MA | 02111 | PC | GENERAL PURPOSE | $5,000 |
| NYC PARTNERSHIP FOUNDATION | ||||||
| ONE BATTERY PARK PLAZA 5TH FL | NEW YORK | NY | 10004 | PC | GENERAL PURPOSE | $1,000 |
| PARK CHILDREN'S DAY SCHOOL | ||||||
| 4 W 76TH STREET | NEW YORK | NY | 10023 | PC | GENERAL PURPOSE | $1,000 |
| SEARCH AND CARE | ||||||
| 1844 2ND AVE | NEW YORK | NY | 10128 | PC | GENERAL PURPOSE | $500 |
| SEMPER FI & AMERICA'S FUND | ||||||
| 825 COLLEGE BLVD SUITE 102 PMB 609 | OCEANSIDE | CA | 92057 | PC | GENERAL PURPOSE | $2,000 |
| SOLDIERS' ANGELS | ||||||
| 2895 NE LOOP 410 SUITE 107 | SAN ANTONIO | TX | 78218 | PC | GENERAL PURPOSE | $300 |
| SOUTHERN TIER ZOOLOGICAL SOCIETY | ||||||
| 185 PARK AVE | BINGHAMTON | NY | 13903 | PC | GENERAL PURPOSE | $150 |
| ST BERNARD'S SCHOOL | ||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | PC | GENERAL PURPOSE | $7,500 |
| ST BERNARD'S SCHOOL | ||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | PC | GENERAL PURPOSE | $10,000 |
| ST JOHN'S UNIVERSITY | ||||||
| 8000 UTOPIA PARKWAY | QUEENS | NY | 11439 | PC | GENERAL PURPOSE | $16,750 |
| TEAM UP PHILLY | ||||||
| 111 FORREST AVENUE 3RD FLOOR | NARBERTH | PA | 19072 | PC | GENERAL PURPOSE | $250 |
| THE BRICK CHURCH SCHOOL | ||||||
| 62 EAST 92ND STREET | NEW YORK | NY | 10128 | PC | GENERAL PURPOSE | $1,000 |
| THE COMMON GOOD INSTITUTE | ||||||
| PO BOX 8536 | NEW YORK | NY | 10150 | PC | GENERAL PURPOSE | $85,000 |
| THE FUND FOR PARK AVE | ||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL PURPOSE | $250 |
| THE TRUSTEES OF THE UNIVERSITY PENNSYLVANIA | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $25,000 |
| THE TRUSTEES OF THE UNIVERSITY PENNSYLVANIA | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $25,000 |
| THE TRUSTEES OF THE UNIVERSITY PENNSYLVANIA | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $50,000 |
| THE TRUSTEES OF THE UNIVERSITY PENNSYLVANIA | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $15,000 |
| THE TRUSTEES OF THE UNIVERSITY PENNSYLVANIA | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $50,000 |
| TRINITY SCHOOL | ||||||
| 139 WEST 91ST STREET | NEW YORK | NY | 10024 | PC | GENERAL PURPOSE | $3,000 |
| TRINITY SCHOOL | ||||||
| 139 WEST 91ST STREET | NEW YORK | NY | 10024 | PC | GENERAL PURPOSE | $3,000 |
| UNTERMYER GARDENS CONSERVANCY | ||||||
| 945 NORTH BROADWAY | YONKERS | NY | 10701 | PC | GENERAL PURPOSE | $1,250 |
| VENTURE FOR AMERICA INC | ||||||
| 307 7TH AVENUE SUITE 1201 | NEW YORK | NY | 10001 | PC | GENERAL PURPOSE | $25,000 |
| WILLIAMS COLLEGE PARENTS FUND | ||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | PC | GENERAL PURPOSE | $5,000 |
| YORKVILLE COMMUNITY PANTRY | ||||||
| 200 MASSACHUSETTS AVENUE NW 7TH FL | WASHINGTON | DC | 20001 | PC | GENERAL PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,851,100 | 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 | $128,620 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $536,578 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,357,317 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,022,515 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,022,515 | 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 (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| PERRY GOLKIN | ||||||
| 1 | C/O KKR FINANCIAL SERVICES COMPANY | NEW YORK | NY | 10105 | $36,352 | Yes (X) |
| PERRY GOLKIN | ||||||
| 2 | C/O KKR FINANCIAL SERVICES COMPANY | NEW YORK | NY | 10105 | $114,704 | Yes (X) |
| PERRY GOLKIN | ||||||
| 3 | C/O KKR FINANCIAL SERVICES COMPANY | NEW YORK | NY | 10105 | $21,648 | Yes (X) |
| PERRY GOLKIN | ||||||
| 4 | C/O KKR FINANCIAL SERVICES COMPANY | NEW YORK | NY | 10105 | $31,246 | Yes (X) |
| PERRY GOLKIN | ||||||
| 5 | C/O KKR FINANCIAL SERVICES COMPANY | NEW YORK | NY | 10105 | $229,316 | Yes (X) |
| PERRY GOLKIN | ||||||
| 6 | C/O KKR FINANCIAL SERVICES COMPANY | NEW YORK | NY | 10105 | $443,060 | Yes (X) |
| PERRY GOLKIN | ||||||
| 7 | C/O KKR FINANCIAL SERVICES COMPANY | NEW YORK | NY | 10105 | $19,824 | Yes (X) |
| PERRY GOLKIN | ||||||
| 8 | C/O KKR FINANCIAL SERVICES COMPANY | NEW YORK | NY | 10105 | $21,817 | Yes (X) |
| PERRY GOLKIN | ||||||
| 9 | C/O KKR FINANCIAL SERVICES COMPANY | NEW YORK | NY | 10105 | $57,975 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 400 SHARES OF ALPHABET INC. CLASS C | $36,352 | 2022-12-16 |
| 2 | 465 SHARES OF MICROSOFT CORPORATION | $114,704 | 2022-12-16 |
| 3 | 40 SHARES OF THERMO FISHER SCIENTIFIC INC. | $21,648 | 2022-12-16 |
| 4 | 60 SHARES OF UNITEDHEALTH GROUP | $31,246 | 2022-12-16 |
| 5 | 1,690 SHARES OF APPLE INC. | $229,316 | 2022-12-16 |
| 6 | 1,000 SHARES OF LAM RESEARCH CORPORATION | $443,060 | 2022-12-16 |
| 7 | 132 SHARES OF PALO ALTO NETWORKS INC. | $19,824 | 2022-12-19 |
| 8 | 194 SHARES OF DEXCOM INC. | $21,817 | 2022-12-19 |
| 9 | 354 SHARES OF NVIDIA CORPORATION | $57,975 | 2022-12-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELOITTE FEES | $13,100 | $0 | $13,100 |
| KFS FEES | $20,000 | $20,000 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1006 SHS ABBOTT LABORATORIES CMN | $121,842 | $104,916 |
| 950 SHS ABBVIE INC CMN | $99,408 | $135,271 |
| 1116 SHS AMGEN INC | $220,753 | $300,918 |
| 20783 SHS ALBEMARLE CORPORATION | $1,201,347 | $2,512,674 |
| 400 SHS ALPHABET INC. | $36,352 | $53,568 |
| 900 SHS AMAZON INC. | $139,199 | $131,481 |
| 650 SHS AMERICAN EXPRESS | $90,935 | $111,001 |
| 48042 SHS AMPHENOL CORP | $1,214,349 | $4,371,342 |
| 7660 SHS AMPHENOL CORP | $500,198 | $696,983 |
| 3774 SHS APPLE INC. | $483,699 | $716,871 |
| 29518 SHS BANK OF AMERICA | $323,440 | $900,004 |
| 6000 SHS COMCAST CORPORATION | $202,365 | $251,340 |
| 194 SHS DEXCOM INC. | $21,817 | $22,411 |
| 32336 SHS FORTIS INC | $1,019,104 | $1,296,027 |
| 21056 SHS FORTIS INC | $663,580 | $843,924 |
| 873 SHS GEORGE WESTON LIMITED | $64,401 | $102,408 |
| 9000 SHS IDEX CORPORATION | $318,240 | $1,815,120 |
| 1000 SHS LAM RESEARCH CORP. | $443,060 | $715,920 |
| 39410 SHS LEGRAND HOLDINGS S.A. | $2,399,178 | $3,794,834 |
| 6470 SHS LOBLAW COMPANIES LIMITED | $276,423 | $557,960 |
| 7800 SHS MTU AERO ENGINES HOLDING AG | $1,414,327 | $1,594,815 |
| 1238 SHS MICROSOFT CORP. | $295,215 | $469,091 |
| 354 SHS NVIDIA CORP. | $57,975 | $165,566 |
| 132 SHS PALO ALTO NETWORK | $19,824 | $38,952 |
| 727 SHS PACKAGING CORP OF AMERICA | $93,699 | $122,143 |
| 17949 SHS PROCTER & GAMBLE COMPANY | $1,680,216 | $2,755,530 |
| 562 SHS REINSURANCE GROUP | $69,413 | $91,640 |
| 159 SHS SALESFORCE | $34,054 | $40,052 |
| 2060 SHS S&P 500 | $936,754 | $940,184 |
| 495 SHS TESLA | $112,891 | $118,840 |
| 606 SHS TRAVELERS COMPAIES | $89,773 | $109,456 |
| 40 SHS THERMO FISHER SCIENTIFIC | $21,648 | $19,830 |
| 60 SHS UNITEDHEALTH GROUP | $31,246 | $33,178 |
| 655 SHS PARAMOUNT GLOBAL INC (FORMERLY VIACOM INC) | $47,669 | $9,412 |
| 499 SHS WALT DISNEY | $96,888 | $46,252 |
| 19000 SHS WELLS FARGO & CO. | $876,090 | $847,210 |
| 5340 SHS WELLS FARGO & CO. | $324,539 | $238,111 |
| 10766 SHS WILLIS TOWERS WATSON | $1,507,551 | $2,651,666 |
| 887 SHS WILLIS TOWERS WATSON | $86,070 | $218,468 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $243,807 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $244,515 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $205 | $205 | $0 |
| FILING FEES | $750 | $0 | $750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX EXPENSE | $58,000 | $0 | $0 |
| FOREIGN TAX WITHHELD | $36,958 | $36,958 | $0 |
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