DDS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DDS FOUNDATION (EIN 13-4089802)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202423189349100327
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T08:01:02-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVENUE 38TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | 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 | 134089802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The DDS Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Daniel Schwartz | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FOUR CORNERS HOLDINGS INC | InCareOfNm |
| Business Name Control | DDSF | BusinessNameControlTxt |
| Phone | 2123001300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 PARK AVENUE APT 4B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL SCHWARTZ | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2123001300 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Curtis Young | PreparerPersonNm |
| PTIN | P01533495 | PTIN |
| Phone | 2128858000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $40,317,892 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $986,415 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $986,415 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $678,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $678,311 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,973,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,860,899 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,973,475 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $300,227 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $186,564 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,938,428 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,824,765 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,165 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,165 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $256,175 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $256,175 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $15,779 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,779 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $298,961 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $297,461 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $576,080 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $574,580 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,946,955 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,946,955 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,523,035 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $574,580 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,948,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $415,393 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,250,185 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $361,213 | CashBOYAmt |
| Cash EOY | $470,101 | CashEOYAmt |
| Cash EOYFMV | $470,101 | CashEOYFMVAmt |
| Acct Rcvbl | $45,510 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $45,510 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $45,510 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $618,002 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $618,002 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,447,036 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,491,931 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,843,583 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $168,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $168,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $168,000 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,720,976 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,290,566 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,172,696 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,697,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,084,110 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,317,892 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,956 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $3,956 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $32,693,269 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,084,110 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,693,269 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,084,110 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,697,225 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,084,110 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,693,269 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $415,393 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,795 | OtherIncreasesAmt |
| Subtotal | $33,111,457 | SubtotalAmt |
| Other Decreases | $27,347 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,084,110 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,255,809 | $4,887,424 | -$631,615 | -$631,615 |
| PUBLICLY TRADED SECURITIES | $261 | $0 | $261 | $261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,973,475 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,178 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $45,178 | SubtotalAmt |
| Tax Based On Investment Income | $45,178 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,754 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $51,754 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,576 | OverpaymentAmt |
| Applied To ES Tax | $6,576 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUR CORNERS HOLDINGS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123001300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 PARK AVENUE APT 4B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL SCHWARTZ | ||||||||
| 1111 Park Avenue Apt 4B | New York | NY | 10128 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| DEBORAH SCHWARTZ | ||||||||
| 1111 Park Avenue Apt 4B | New York | NY | 10128 | SECRETARY | 0.25 | $0 | $0 | $0 |
| GABRIELLA MAJOR | ||||||||
| 1111 Park Avenue Apt 4B | New York | NY | 10128 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,073,449 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $629,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,702,713 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,702,713 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $625,541 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,077,172 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,053,859 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,053,859 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,178 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,178 | TotalTaxAmt |
| Distributable Before Adj | $2,008,681 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,008,681 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,008,681 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,948,455 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,948,455 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,008,681 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $480,161 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $890,832 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,019,327 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $920,376 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,310,696 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,948,455 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,008,681 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $939,774 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,250,470 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $480,161 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,770,309 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $352,959 | ExcessFromYear4Amt |
| Excess From Year3 | $1,019,327 | ExcessFromYear3Amt |
| Excess From Year2 | $920,376 | ExcessFromYear2Amt |
| Excess From Current Year | $1,477,647 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL SCHWARTZ DEBORAH SCHWARTZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| Friends of United Hatzalah | |||||||
| 442 5th Avenue 1866 | New York | NY | 10018 | PC | TO SUPPORT THE LIFESAVING EFFORTS OF UNITED HATZALAH OF ISRAEL. | $100,000 | |
| Yeshiva University | |||||||
| 500 W 185th Street | New York | NY | 10033 | PC | To bring wisdom to life through all that is taught. | $1,000,000 | |
| PEF Israel Endowment Fund (Mercaz Telem Jerusalem) | |||||||
| 630 Third Avenue Suite 1501 | New York | NY | 10017 | PC | TO SUPPORT THE DIRECT DISTRIBUTION OF FUNDS TO SELECTED AND APPROVED CHARITABLE ORGANIZATIONS IN ISRAEL. | $35,000 | |
| Project Tabs | |||||||
| 228 East 45th Street Suite 9E | New York | NY | 10017 | PC | TO SUPPORT COMPANIES THAT ARE NEW TO THE US MARKET, HELPING HTEM TO ESTABLISH THEMSELVES AND BECOME SUCCESSFUL. | $50,000 | |
| Congregation Kehilath Jeshurun | |||||||
| 125 E 85th St | New York | NY | 10028 | PC | TO FOSTER AMONG ITS MEMBERSHIP A LOVE OF GOD AND AN ABIDING COMMITMENT TO HALAKHAH AND MITZVOT. | $27,400 | |
| UJA Federation | |||||||
| 130 East 59th Street | New York | NY | 10022 | PC | TO care for Jewish people everywhere and New Yorkers of all backgrounds, respond to crises to shape our Jewish future. | $750,000 | |
| Bnei Akiva OF North America | |||||||
| 520 8th Avenue 15th Floor | New York | NY | 10018 | PC | To provide high quality religious Zionist education and programs for Jewish youth along with their families and communities. | $150,000 | |
| Barnard College | |||||||
| 3009 BROADWAY | New York | NY | 10027 | PC | to provide the highest quality liberal arts education to promising and high-achieving young women. | $250,000 | |
| American Friends of Shalva | |||||||
| 315 Fifth Avenue 6TH fLOOR | new york | NY | 10016 | PC | TO provide a therapeutic and supportive environment that advances special needs children. | $100,000 | |
| Etzion Foundation | |||||||
| 111 Galway Place suite 203 | teaneck | NJ | 07666 | PC | to foster development of Jewish education and provide a foundation for Jewish leadership. | $80,000 | |
| Tzohar Israel Foundation | |||||||
| 122 OAK ST | WOODMERE | NY | 11598 | PC | to bridge the gaps between religious and secular Jewish people in Israel. | $50,000 | |
| Sinai School | |||||||
| 240 Frisch Court Suite 100 | Paramus | NJ | 07652 | Jewish schools for children with learning or developmental disabilities whose needs cannot be met in a regular education setting. | $25,000 | ||
| American Friends of ITIM | |||||||
| 800 THIRD AVENUE 28TH FLOOR | NEW YORK | NY | 10022 | PC | TO EDUCATE THE GENERAL PUBLIC ABOUT JEWISH CULTURE AND RELIGION. | $25,000 | |
| Yeshiva Maale Gilboa USA Inc | |||||||
| 27 W 86th Street 11th Floor | new york | NY | 10024 | PC | to emphasize a commitment to rigorous Torah study, intellectual openness, intellectual disagreement and social consciousness. | $25,000 | |
| PEF Israel Endowment Fund (Restart Global) | |||||||
| 630 Third Avenue Suite 1501 | new york | NY | 10017 | PC | TO SUPPORT THE DIRECT DISTRIBUTION OF FUNDS TO SELECTED AND APPROVED CHARITABLE ORGANIZATIONS IN ISRAEL. | $18,000 | |
| Better Future For Israel | |||||||
| 492C CEDAR LANE 114 | TEANECK | NJ | 07666 | PC | TO STRENGTHEN ISRAEL'S FUTURE. | $10,000 | |
| Museum of the City of New York | |||||||
| 1220 Fifth Avenue | NEW YORK | NY | 10029 | PC | TO Explore the past, present, and future of New York City and celebrate its heritage of diversity, opportunity, and perpetual transformation. | $10,000 | |
| Emunah Women of America | |||||||
| 500 7th Avenue | NEW YORK | NY | 10018 | PC | TO support education, social welfare programs aiming to strengthen the Jewish family, advancing women's status, and Holocaust and anti-bias education in Israel and the United States. | $10,000 | |
| The Good People Fund | |||||||
| 384 Wyoming Avenue | MILLBURN | NJ | 07041 | PC | TO provide financial support, guidance and mentoring to charitable activities of modest proportions. | $10,000 | |
| American Friends of Beit Issie Shapiro | |||||||
| 25 West 45th Street Suite 701 | new york | NY | 10036 | PC | TO raise funds and public awareness in the United States for Beit Issie Shapiro. | $10,000 | |
| Manhattan Eruv Inc | |||||||
| 131 W 86TH ST | NEW YORK | NY | 10024 | PC | to allow observant Jewish people to carry out a range of ordinary activities otherwise forbidden on the Shabbat. | $5,000 | |
| Accessibility Accelerator | |||||||
| 1617 3rd Avenue 286608 | new york | NY | 10128 | PC | to strive to make the world accessible and inclusive, especially for people with disabilities and the elderly, via advocacy, education and inclusion. | $5,000 | |
| Lincoln Center | |||||||
| 70 Lincoln Center Plaza | NEW YORK | NY | 10023 | PC | TO BE A presenter of superb artistic programming, international leader in arts and education, and manager of the Lincoln Center campus. | $5,000 | |
| United States Holocaust Memorial Museum | |||||||
| 100 Raoul Wallenberg Place SW | washington | DC | 20024 | PC | to document, study, and interpret Holocaust history, and serve as a memorial to the millions of people. | $5,000 | |
| American Friends of Sderot | |||||||
| 49 DAKOTA ST | passaic | NJ | 07055 | PC | TO FURNISH FINANCIAL SUPPORT TO EDUCATIONAL INSTITUTIONS, COMMUNITY PROJECTS AND SCHOLARSHIPS. | $3,600 | |
| Tamar Fund International | |||||||
| 1 METROTECH CENTER 3RD FLOOR | BROOKLYN | NY | 11201 | PC | TO ORGANIZE AMD CONDUCT SUPPORT GROUPS FOR THE VICTIMS OF CANCER AND THEIR FAMILIES. | $1,800 | |
| PEF Israel Endowment Fund (Amutat Beit Knesset Ohe | |||||||
| 630 Third Avenue Suite 1501 | new york | NY | 10017 | PC | TO SUPPORT THE DIRECT DISTRIBUTION OF FUNDS TO SELECTED AND APPROVED CHARITABLE ORGANIZATIONS IN ISRAEL. | $18,000 | |
| American Friends of Leket Israel | |||||||
| PO Box 2090 | teaneck | NJ | 07666 | PC | to lead the safe, effective and efficient collection and distribution of surplus nutritious food in Israel to those who need it. | $150,000 | |
| Orayta | |||||||
| 9687 Pavarotti Terrace 102 | Boynton Beach | FL | 33437 | PC | Inspirational and comprehensive approach to Torah; combining depth of Torah thought with rigorous text study. | $18,000 | |
| PASS-THROUGH CHARITABLE CONTRIBUTION | |||||||
| 8111 WESTCHESTER DRIVE SUITE 600 | DALLAS | TX | 75225 | GENERAL | $155 | NONE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,946,955 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $986,415 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $678,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,509 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,968,966 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (12 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| CATALIO PUBLIC EQUITIES FUND | 523000 | $0 | 18 | $254,945 |
| YORK SELECT INVESTORS LP | 523000 | $0 | 18 | $3,173 |
| YORK SELECT LP | 523000 | $0 | 18 | $4,246 |
| CORSAIR CAPITAL PARTNERS 100 LP | 523000 | $0 | 18 | $129 |
| YORK CREDIT OPPORTUNITIES FUND LP | 523000 | $107 | 18 | $763 |
| ENERGY TRANSFER LP | 523000 | -$41,711 | 18 | -$2,611 |
| APOLLO ORIGINATION PARTNERSHIP | 523000 | $150,898 | 18 | $27,642 |
| AXEBROOK CREDIT ALPHA FUND LP | 523000 | $0 | 18 | -$109,667 |
| ATLANTIC PARK STRATEGIC CAPITAL II | 523000 | -$91 | 18 | -$60 |
| TIGER GLOBAL LP | 523000 | -$203 | 18 | $1,155 |
| DARWIN GLOBAL FUND L | 523000 | $155 | 18 | $11,003 |
| OTHER INCOME | 523000 | $0 | 18 | $354 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $113,664 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,824,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,938,428 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,165 | Amt |
| Net Investment Income | $5,165 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STATE OF ISRAEL | BondNm |
| EOY Book Value | $168,000 | EOYBookValueAmt |
| EOYFMV | $168,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLARENT CORP DEL COM | $13,000 | $0 |
| AMBASE CORP | $20,362 | $3,750 |
| NEXTERA ENERGY PARTNERS | $544,460 | $760,250 |
| NORTHCORE TECHNOLOGIES INC | $25,104 | $0 |
| NEXTDECADE CORP | $529,583 | $466,191 |
| NESTLE SA | $438,555 | $868,918 |
| PEPSICO | $699,042 | $1,698,400 |
| PROCTER & GAMBLE | $921,293 | $1,758,480 |
| BROWN-FORMAN CORP | $600,589 | $1,142,000 |
| DEERE & CO | $317,707 | $1,399,545 |
| GE HEALTHCARE TECHNOLOGIES CO | $100,374 | $64,408 |
| GENERAL ELECTRIC CO | $380,576 | $319,075 |
| WILLIAMS COS INC | $505,842 | $435,375 |
| AT&T | $629,812 | $634,955 |
| ALPHABET INC | $944,034 | $2,520,670 |
| DISH NETWORK CORP | $577,391 | $288,500 |
| COLONY NORTHSTAR INC | $823,701 | $328,875 |
| BLACKSTONE MORTGAGE TRUST | $1,508,003 | $1,595,250 |
| COCA COCA | $951,400 | $1,178,600 |
| SQUARE INC. | $199,101 | $62,731 |
| PELOTON INTERACTIVE INC. | $168,057 | $9,610 |
| ENERGY TRANSFER | $820,519 | $1,794,000 |
| TWO HARBORS | $0 | $0 |
| PHILIP MORRIS | $863,830 | $940,800 |
| VERIZON | $898,940 | $565,500 |
| TECK RESOURCES | $490,800 | $1,268,100 |
| KRAFT HEINZ | $519,856 | $739,600 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| YORK CAPITAL MANAGEMENT | $25,081 | $43,623 |
| YORK CREDIT OPPORTUNITIES FUND | $84,352 | $66,242 |
| APOLLO ORIGINATION PARTNERSHIP | $1,905,145 | $1,920,359 |
| ATLANTIC PARK STRATEGIC CAP | $551,620 | $568,700 |
| ATLANTIC PARK STRATEGIC CAP II | $139,535 | $163,791 |
| MACCABEE VENTURES | $101,738 | $194,718 |
| CORSAIR CAPITAL PARTNERS 100LP | $952,383 | $978,030 |
| CATALIO CREDIT OPPORTUNITIES | $721,999 | $787,046 |
| TIGER GLOBAL LP | $479,216 | $566,400 |
| MR COBALT OFFSHORE FUND | $2,023,119 | $2,403,500 |
| MANTLE RIDGE DAYLIGHT FUND | $1,022,834 | $1,114,519 |
| CATALIO PUBLIC EQUITIES FUND | $1,255,457 | $1,255,003 |
| DARWIN GLOBAL FUND | $1,014,064 | $912,685 |
| AXEBROOK CREDIT ALPHA FUND LP | $7,014,023 | $7,198,080 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDEDUCTIBLE EXPENSES | $12,397 |
| ENERGY TRANSFER LP - EXCESS BUSINESS INT | $14,950 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| YORK CAPITAL MANAGEMENT, LP | $1,388 | $1,388 | |
| YORK SELECT, LP | $262 | $262 | |
| YORK SELECT INVESTORS, LP | $196 | $196 | |
| ATLANTIC PARK STRATEGIC CAP II | $1,235 | $1,235 | |
| US TRUST | $21,743 | $21,743 | |
| YORK CREDIT OPPORTUNITIES FUND | $519 | $519 | |
| NYS TAX FILING FEE | $1,500 | $0 | $1,500 |
| CORSAIR CAPITAL PARTNERS 100LP | $14,086 | $14,086 | |
| MACCABEE VENTURES | $7,585 | $7,585 | |
| MR COBALT OFFSHORE FUND | $33,535 | $33,535 | |
| MANTLE RIDGE DAYLIGHT FUND | $21,011 | $21,011 | |
| AXEBROOK CREDIT ALPHA FUND | $132,331 | $132,331 | |
| TIGER GLOBAL LP | $16,294 | $16,294 | |
| CATALIO STRUCTURED OPP I | $9,648 | $9,648 | |
| CATALIO STRUCTURED OPP AIV I | $2,944 | $2,944 | |
| DARWIN GLOBAL FUND | $7,832 | $7,832 | |
| ATLANTIC PART STRATEGIC CAP | $138 | $138 | |
| CATALIO PUBLIC EQUITIES FUND | $26,714 | $26,714 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| YORK SELECT, LP | $4,246 | $4,246 |
| CATALIO PUBLIC EQUITIES FUND | $254,945 | $254,945 |
| YORK SELECT INVESTORS LP | $3,173 | $3,173 |
| YORK CREDIT OPPORTUNITY FUND LP | $870 | $793 |
| ENERGY TRANSFER LP | -$44,322 | -$2,611 |
| APOLLO ORIGINATION PARTNERSHIP | $178,540 | $24,017 |
| CORSAIR CAPITAL PARTNERS 100 LP | $129 | $129 |
| AXEBROOK CREDIT ALPHA FUND LP | -$109,667 | -$109,667 |
| ATLANTIC PARK STRATEGIC CAPITAL II | -$151 | -$60 |
| TIGER GLOBAL LP | $952 | $242 |
| DARWIN GLOBAL FUND | $11,158 | $11,003 |
| OTHER INCOME | $354 | $354 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR DIFF. IN PARTNERSHIP INCOME | Desc |
| Amt | $2,795 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ATLANTIC PARK STRATEGIC CAP II | Desc |
| BOY Book Value | $3,956 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $15,779 | Amt |
| Net Investment Income | $15,779 | NetInvestmentIncomeAmt |