HENRY & ELAINE KAUFMAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HENRY & ELAINE KAUFMAN FOUNDATION INC (EIN 23-7045903)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202433179349100243
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T14:45:17-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Graypoint LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Tower Pl Ste 1001 | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122033721 | 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 | 237045903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Henry and Elaine Kaufman Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HENRY KAUFMAN | InCareOfNm |
| Business Name Control | HENR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Tower Place Suite 1001 | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY KAUFMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5182187755 | PhoneNum |
| Signature | 2024-05-14 | 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 | Lysa K McMahon | PreparerPersonNm |
| PTIN | P01238266 | PTIN |
| Phone | 5182187755 | 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 | $22,020,269 | 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 | $70,163 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70,163 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $244,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $244,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$869,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,400,680 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$554,890 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $314,732 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $8,725 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,725 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $117,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $117,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $205,445 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $205,445 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,416 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,416 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,919 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,999 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $920 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $349,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $348,535 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $920 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,285,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,285,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,634,455 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $348,535 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,285,920 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,189,345 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $424,832 | CashBOYAmt |
| Cash EOY | $102,235 | CashEOYAmt |
| Cash EOYFMV | $102,235 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $640,795 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $421,247 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $421,247 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,222,767 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,244,601 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,217,012 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,445,532 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,252,186 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,098,487 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,381,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,191,781 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,020,269 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $25,381,126 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,191,781 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,381,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,191,781 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,381,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,191,781 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,381,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,189,345 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,191,781 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,191,781 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES ST | $9,658,072 | $9,648,319 | $9,753 | $9,753 |
| PUBLICLY TRADED SECURITIES LT | $6,737,215 | $6,523,475 | $213,740 | $213,740 |
| LEEDS EQUITY PARTNERS IV, LP - LOSS ON DISPOSITION | $5,393 | $1,098,509 | -$1,093,116 | -$1,093,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$869,623 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,645 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $23,645 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23,645 | OverpaymentAmt |
| Applied To ES Tax | $23,645 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY KAUFMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5182187755 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TOWER PLACE SUITE 1001 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12203 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Henry Kaufman | ||||||||
| 4 Tower Place | Albany | NY | 12203 | Pres/Treas/Dir - AS NEEDED | 0 | $0 | $0 | $0 |
| Elaine Kaufman | ||||||||
| 4 Tower Place | Albany | NY | 12203 | VP/Dir - AS NEEDED | 0 | $0 | $0 | $0 |
| Daniel S Kaufman | ||||||||
| 4 Tower Place | Albany | NY | 12203 | Sec/Dir - AS NEEDED | 0 | $0 | $0 | $0 |
| Glenn D Kaufman | ||||||||
| 4 Tower Place | Albany | NY | 12203 | DIRECTOR - AS NEEDED | 0 | $0 | $0 | $0 |
| Craig S Kaufman | ||||||||
| 4 Tower Place | Albany | NY | 12203 | DIRECTOR - AS NEEDED | 0 | $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 | $21,104,688 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,592,634 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,697,322 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,697,322 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $355,460 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,341,862 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,167,093 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,167,093 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $1,167,093 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,167,093 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,167,093 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,285,920 | 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 | $6,285,920 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,167,093 | 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 | $419,134 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,349 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $364,568 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $304,503 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,024,058 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,181,612 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,285,920 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,167,093 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,118,827 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,300,439 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $419,134 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,881,305 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,349 | ExcessFromYear4Amt |
| Excess From Year3 | $364,568 | ExcessFromYear3Amt |
| Excess From Year2 | $304,503 | ExcessFromYear2Amt |
| Excess From Year1 | $5,024,058 | ExcessFromYear1Amt |
| Excess From Current Year | $5,118,827 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HENRY KAUFMAN | ContributingManagerNm |
| Contributing Manager | ELAINE KAUFMAN | 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Business History Conference | |||||||
| 298 Buck Road PO Box 3630 | Wilmington | DE | 19807 | None | PC | FELLOWSHIP ENDOWMENT FUND (SUPPORT FELLOWSHIPS FOR THE PURPOSE OF ENCOURAGING EMERGING SCHOLARS TO PURSUE RESEARCH ON TOPICS RELATED TO FINANCIAL HISTORY) | $2,500,000 |
| Chabad Lubavitch of NW Bergen County | |||||||
| 375 Pulis Avenue | Franklin Lakes | NY | 07417 | None | PC | General Charitable | $7,500 |
| Council on Foreign Relations | |||||||
| 58 East 68th Street | New York | NY | 10065 | None | PC | General Charitable (2022-2023 ANNUAL FUND) | $25,000 |
| Feltsman Piano Foundation | |||||||
| 18 Hawk Hill Rd | New Paltz | NY | 12561 | None | PC | SUPPORT OF PIANO SUMMER | $10,000 |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place Box 1049 | New York | NY | 10029 | None | PC | IBD ULTRASOUND PROGRAM | $200,000 |
| Jerusalem Fellowship (AISH) | |||||||
| 3 Burris Court | Airmont | NY | 10952 | None | PC | SPRING AND SUMMER ISRAEL PROGRAMS | $25,000 |
| Jewish Broadcasting Service | |||||||
| PO Box 360 | Stamford | CT | 06904 | None | PC | General Charitable | $15,000 |
| Jewish Communal Fund | |||||||
| 575 Madison Avenue Suite 703 | New York | NY | 10022 | None | PC | General Charitable | $100,000 |
| Jewish Communal Fund | |||||||
| 575 Madison Avenue Suite 703 | New York | NY | 10022 | None | PC | General Charitable | $100,000 |
| Jewish Communal Fund | |||||||
| 575 Madison Avenue Suite 703 | New York | NY | 10022 | None | PC | General Charitable | $50,000 |
| Jewish Communal Fund | |||||||
| 575 Madison Avenue Suite 703 | New York | NY | 10022 | None | PC | General Charitable | $50,000 |
| Jewish Federation of Greater Atlanta | |||||||
| The Selig Center 1440 Spring Stree | Atlanta | GA | 30309 | None | PC | General Charitable | $100,000 |
| Jewish Federation of Greater Atlanta | |||||||
| The Selig Center 1440 Spring Stree | Atlanta | GA | 30309 | None | PC | General Charitable | $50,000 |
| Jewish Federation of Palm Beach County | |||||||
| 1 Harvard Circle Suite 100 | West Palm Beach | FL | 33409 | None | PC | General Charitable | $50,000 |
| Kaufman Music Center | |||||||
| Abraham Goodman House 129 W 67th | New York | NY | 10023 | None | PC | OPERATING ENDOWMENT FUND | $2,500,000 |
| Kaufman Music Center | |||||||
| Abraham Goodman House 129 W 67th | New York | NY | 10023 | None | PC | OPERATING SUPPORT | $100,000 |
| Museum of American Finance | |||||||
| 222 Broadway 19th Floor | New York | NY | 10038 | None | PC | General Charitable | $10,000 |
| Raymond Kravis Center for the Performing Arts | |||||||
| 701 Okeechobee Blvd | West Palm Beach | FL | 33401 | None | PC | General Charitable | $13,500 |
| Reconstructing Judaism | |||||||
| 1299 Church Rd | Wyncote | PA | 19095 | None | PC | ANNUAL AND MOMENTUM CAMPAIGN | $72,000 |
| Stowe Community Church | |||||||
| 137 Main Street PO Box 991 | Stowe | VT | 05672 | None | PC | STOWE STEEPLE SOCIETY | $10,000 |
| Temple Beth Rishon | |||||||
| 585 Russell Ave | Wyckoff | NJ | 07481 | None | PC | General Charitable (ANNUAL KOL NIDRE APPEAL AND YOM KIPPUR FUNDRAISING) | $30,000 |
| Temple Beth Rishon | |||||||
| 585 Russell Ave | Wyckoff | NJ | 07481 | None | PC | General Charitable | $100,000 |
| Temple Emanu-el of Palm Beach | |||||||
| 190 North County Road | Palm Beach | FL | 33480 | None | PC | General Charitable (HIGH HOLY DAY APPEAL) | $10,000 |
| The Jewish Museum | |||||||
| 1109 5th Ave | New York | NY | 10128 | None | PC | General Charitable | $20,000 |
| The Mussar Institute | |||||||
| 1025 Gateway Boulevard 303-318 | Boynton Beach | FL | 33426 | None | PC | TEEN PROGRAM | $7,000 |
| The Mussar Institute | |||||||
| 1025 Gateway Boulevard 303-318 | Boynton Beach | FL | 33426 | None | PC | General Charitable (2022-2023 ANNUAL FUND) | $10,000 |
| The Society of the Four Arts | |||||||
| 100 Four Arts Plaza | Palm Beach | FL | 33480 | None | PC | General Charitable | $50,000 |
| The Valley Hospital Foundation | |||||||
| 223 North Van Dien Avenue | Ridgewood | NJ | 07450 | None | PC | General Charitable | $50,000 |
| The Volcker Alliance | |||||||
| 39 Broadway Suite 1930 | New York | NY | 10006 | None | PC | General Charitable | $10,000 |
| The Whitney Museum of American Art | |||||||
| 99 Gansevoort Street | New York | NY | 10014 | None | PC | General Charitable | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,285,000 | 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 | $70,163 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $244,569 | 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$869,622 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$554,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$554,890 | 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 | GRAYPOINT, LLC | CategoryTxt |
| Amt | $117,950 | Amt |
| Net Investment Income | $117,950 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GARDNER RUSSO QUINN | $4,094,763 | $5,026,795 |
| POLEN CAPITAL | $2,099,183 | $2,841,406 |
| CHARLES SCHWAB | $8,251,586 | $10,383,985 |
| MORGAN STANLEY | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,222,767 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,244,601 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LEEDS EQUITY PARTNERS IV LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CLEARY GOTTLIEB STEEN&HAMILTON | CategoryTxt |
| Legal Fees | $8,725 | LegalFeesAmt |
| Net Investment Income | $8,725 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NYS DEPT OF LAW | $750 | $750 | |
| ALM | $170 | $170 | |
| WIRE AND BROKERAGE FEES | $1,928 | $1,928 | |
| LEEDS EQUITY PARTNERS IV, L.P. | $71 | $71 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Leeds Equity Partners IV, L.P. | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| POLEN MANAGEMENT FEES | $22,137 | $22,137 |
| GRQ MANAGEMENT FEES | $67,571 | $67,571 |
| ARTEMIS MANAGEMENT FEES | $115,737 | $115,737 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES - GARDNER RUSSO | $14,416 | $14,416 |
| FEDERAL TAX PAYMENTS |
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