GOTTESMAN FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GOTTESMAN FUND (EIN 52-6061469)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-01-12
- IRS object ID
- 202320129349100972
- Schema version
- 2021v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-12T13:32:31-06:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC A AARONSON CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 BON AIR AVE | AddressLine1Txt |
| City | NEW ROCHELLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526061469 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOTTESMAN FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOTT | BusinessNameControlTxt |
| Phone | 2024571600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT W GOTTESMAN | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 2127563452 | PhoneNum |
| Signature | 2023-01-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | GOTTESMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC A AARONSON | PreparerPersonNm |
| PTIN | P00023882 | PTIN |
| Phone | 9144506926 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $401,179,331 | 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 | $5,013,739 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,405,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,338,101 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,654,990 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,360,860 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,360,860 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$2,596,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,977,241 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $299,219 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $299,219 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $208,668 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $208,668 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,157 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,157 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $262,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $262,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $319,315 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $319,315 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $905,946 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,946 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $22,881 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $22,881 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $144,394 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $126,324 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,070 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,176,580 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $394,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $882,310 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,897,117 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,897,117 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,073,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $394,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,779,427 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,670,262 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,582,971 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,965,663 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,333,215 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,333,215 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,000,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,000,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,000,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,000,000 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $5,188 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $494 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $494 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,182,214 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,314,793 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,271,874 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $86,850,643 | CorporateStockBOYAmt |
| Corporate Stock EOY | $105,216,548 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $154,999,498 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,577,801 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,387,027 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,706,221 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $156,259,563 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $127,918,731 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $215,868,029 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $293,841,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $264,170,808 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $401,179,331 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $293,841,072 | RetainedEarningBOYAmt |
| Retained Earning EOY | $264,170,808 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $293,841,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $264,170,808 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $293,841,072 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $264,170,808 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $293,841,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,670,262 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $264,170,810 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $264,170,808 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| CAPITAL GAINS FROM PUBLICLY TRADED SECURITIES | P | $14,106,217 | $14,106,217 |
| LOSS ON WRITE OFF OF INVESTMENT IN BLMIS, LLC | P | -$17,370,942 | -$17,370,942 |
| CLASS ACTION SETTLEMENTS | P | $5,249 | $5,249 |
| FROM PARTNERSHIPS: | P | $0 | $0 |
| BROOKFIELD INFRASTRUCTURE | P | $7,155 | $7,155 |
| FM FIRST CHINA FUND LLC | P | $391,417 | $391,417 |
| FMC RESEARCH | P | $796,464 | $796,464 |
| GREENLEA LANE CAPITAL PARTNERS LP | P | $2,144,074 | $2,144,074 |
| ROCK SPRINGS CAPITAL FUND | P | $2,874,375 | $2,874,375 |
| DISTRIBUTION IN EXCESS OF BASIS - CRC GLO STRUCTURED FUND | P | $114,861 | $114,861 |
| DISTRIBUTION IN EXCESS OF BASIS - GS INVESTMENT PARTNERS LP | P | $2,773 | $2,773 |
| LOSS ON SALE OF ARBITER PARTNERS OFFSHORE LTD. | P | -$5,439,627 | -$5,439,627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,367,984 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,003 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,003 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,003 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560,516 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $560,516 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $538,513 | OverpaymentAmt |
| Applied To ES Tax | $538,513 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT W GOTTESMAN | IndividualWithBooksNm |
| Phone | 2127563452 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FIRST MANHATTAN CO 399 PARK AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID S GOTTESMAN | ||||||||
| 26 ISLAND DRIVE | RYE | NY | 10580 | PRESIDENT EMERITUS | 3.00 | $0 | $0 | $0 |
| RUTH L GOTTESMAN | ||||||||
| 26 ISLAND DRIVE | RYE | NY | 10580 | CO-PRESIDENT | 3.00 | $0 | $0 | $0 |
| ROBERT W GOTTESMAN | ||||||||
| 888 PARK AVE | NEW YORK | NY | 10075 | CO-PRESIDENT | 3.00 | $0 | $0 | $0 |
| ALICE R GOTTESMAN | ||||||||
| C/O FIRST MANHATTAN CO399 PARK AVE | NEW YORK | NY | 10022 | CHAIRPERSON | 3.00 | $0 | $0 | $0 |
| WILLIAM L GOTTESMAN | ||||||||
| 100 OVERLAKE PARK | BURLINGTON | VT | 05401 | TREASURER | 3.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE EIDMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 572 COUNTY ROUTE 32 | AddressLine1Txt |
| City | NORTH CHATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $299,219 | CompensationAmt |
| Employee Benefits | $208,668 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|
| DAVID HARMAN | ||||
| 53 SHMARYAHU LEVIN | JERUSALEM | IS | CONSULTING | $199,000 |
| SHUNIMI ENGINEERING LTD | ||||
| 36 HAVATZELET ST | HOD HASHARON | IS | CONSULTING | $70,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $442,271,741 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,448,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $458,720,570 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $458,720,570 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,880,809 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $451,839,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,591,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,591,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,003 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,003 | TotalTaxAmt |
| Distributable Before Adj | $22,569,985 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,569,985 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,569,985 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,779,427 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,779,427 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,569,985 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,314,509 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,017,254 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,489,635 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,497,983 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,998,026 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,317,407 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,779,427 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,569,985 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,209,442 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,526,849 | 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 | $6,314,509 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,212,340 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,017,254 | ExcessFromYear4Amt |
| Excess From Year3 | $7,489,635 | ExcessFromYear3Amt |
| Excess From Year2 | $7,497,983 | ExcessFromYear2Amt |
| Excess From Year1 | $3,998,026 | ExcessFromYear1Amt |
| Excess From Current Year | $3,209,442 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID S GOTTESMAN | ContributingManagerNm |
| Contributing Manager | RUTH L GOTTESMAN | ContributingManagerNm |
| Contributing Manager | ROBERT W GOTTESMAN | ContributingManagerNm |
| Contributing Manager | ALICE R GOTTESMAN | ContributingManagerNm |
| Contributing Manager | WILLIAM L GOTTESMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AM FRIENDS OF THE ISRAEL PHIL ORCHESTRA | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| AMJEWISH JOINT DIST COMMITTEE INC | |||||||
| 220 EAST 42ND ST | NEW YORK | NY | 10017 | PUBLIC | GENERAL SUPPORT | $83,000 | |
| AMERICAN FRIENDS OF BATSHEVA | |||||||
| 1201 BROADWAY | NEW YORK | NY | 10001 | PUBLIC | GENERAL SUPPORT | $30,000 | |
| AMERICAN FRIENDS OF LEKET ISRAEL INC | |||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | PUBLIC | GENERAL SUPPORT | $300,000 | |
| AMERICAN FRIENDS OF SHENKAR | |||||||
| 315 WEST 36TH STREET | NEW YORK | NY | 10018 | PUBLIC | GENERAL SUPPORT | $30,000 | |
| AMERICAN JEWISH HISTORICAL SOCIETY | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | PUBLIC | GENERAL SUPPORT | $150,000 | |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| ARTIS | |||||||
| PO BOX 979 | NEW YORK | NY | 10013 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| ASPNI | |||||||
| 28 ARRANDALE AVENUE | GREAT NECK | NY | 11024 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| ASSOCIATION TO BENEFIT CHILDREN | |||||||
| 419 EAST 86TH STREET | NEW YORK | NY | 10028 | PUBLIC | GENERAL SUPPORT | $150,000 | |
| AVODAH | |||||||
| 125 MAIDEN LANE 8B | NEW YORK | NY | 10038 | PUBLIC | GENERAL SUPPORT | $35,000 | |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | PUBLIC | GENERAL SUPPORT | $240,000 | |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| BAY RIDGE PREP | |||||||
| 8101 RIDGE BLVD | BROOKLYN | NY | 11209 | PUBLIC | GENERAL SUPPORT | $333,333 | |
| BI-CULTURAL HEBREW ACADEMY OF CONNECTICUT | |||||||
| 1937 WEST MAIN STREET | STAMFORD | CT | 06902 | PUBLIC | GENERAL SUPPORT | $80,000 | |
| BRONX CHILDREN'S MUSEUM | |||||||
| PO BOX 1381 | BRONX | NY | 10451 | PUBLIC | GENERAL SUPPORT | $35,000 | |
| BROWN UNIVERSITY | |||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | PUBLIC | GENERAL SUPPORT | $20,000 | |
| CAPSTONE COMMUNITY ACTION | |||||||
| 20 GABLE PLACE | BARRE | VT | 05641 | PUBLIC | GENERAL SUPPORT | $125,000 | |
| CARE INC | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PUBLIC | GENERAL SUPPORT | $75,000 | |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PUBLIC | GENERAL SUPPORT | $200,000 | |
| CHAMPLAIN COLLEGE | |||||||
| 163 SOUTH WILLARD STREET | BURLINGTON | VT | 05402 | PUBLIC | GENERAL SUPPORT | $30,000 | |
| CHILDREN'S AID SOCIETY | |||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | PUBLIC | GENERAL SUPPORT | $150,000 | |
| COALITION FOR THE HOMELESS INC | |||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | PUBLIC | GENERAL SUPPORT | $150,000 | |
| CONGREGATION KEHILATH JESHURUN | |||||||
| 125 EAST 85TH STREET | NEW YORK | NY | 10028 | PUBLIC | GENERAL SUPPORT | $24,000 | |
| CONGREGATION OR ZARUA | |||||||
| 127 EAST 82ND STREET | NEW YORK | NY | 10028 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| COUNCIL OF AMERICAN JEWISH MUSEUMS | |||||||
| PO BOX 12025 | JACKSON | MS | 39236 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | PUBLIC | GENERAL SUPPORT | $20,000 | |
| DOROT INC | |||||||
| 171 WEST 85 ST | NEW YORK | NY | 10024 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| ECHO LEAHY CENTER FOR LAKE CHAMPLAIN | |||||||
| 1 COLLEGE ST | BURLINGTON | VT | 05401 | PUBLIC | GENERAL SUPPORT | $45,000 | |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | PUBLIC | GENERAL SUPPORT | $200,000 | |
| FOUNDATION FOR JEWISH CAMP | |||||||
| 253 W 35TH STREET | NEW YORK | NY | 10001 | PUBLIC | GENERAL SUPPORT | $410,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | PUBLIC | GENERAL SUPPORT | $20,000 | |
| GENERATOR INC | |||||||
| 40 SEARS LANE | BURLINGTON | VT | 05401 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| GOLDA OCH ACADEMY | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PUBLIC | GENERAL SUPPORT | $170,000 | |
| GOOD SHEPHERD SERVICES | |||||||
| 305 SEVENTH AVE 9TH FL | NEW YORK | NY | 10001 | PUBLIC | GENERAL SUPPORT | $150,000 | |
| GROWNYC | |||||||
| 100 GOLD STREET SUITE 3300 | NEW YORK | NY | 10038 | PUBLIC | GENERAL SUPPORT | $250,000 | |
| HARVARD BUSINESS SCHOOL FUND | |||||||
| TEELE HALL | BOSTON | MA | 02163 | PUBLIC | GENERAL SUPPORT | $250,000 | |
| HEBREW COLLEGE | |||||||
| 160 HERRICK ROAD | NEWTON | MA | 02459 | PUBLIC | GENERAL SUPPORT | $60,000 | |
| HILLEL - THE FDN FOR JEWISH CAMPUS LIFE | |||||||
| CHARLES AND LYNN SCHUSTERMAN | WASHINGTON | DC | 20001 | PUBLIC | GENERAL SUPPORT | $150,000 | INTERNATIONAL CENTER |
| HORTICULTURAL SOCIETY OF NEW YORK | |||||||
| 148 WEST 37TH STREET 13 | NEW YORK | NY | 10018 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| INSTITUTE FOR CURRICULUM SERVICES | |||||||
| 121 STEUART ST STE 301 | SAN FRANCISCO | CA | 94105 | PUBLIC | GENERAL SUPPORT | $150,000 | |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| INTERVALE CENTER | |||||||
| 180 INTERVALE RD | BURLINGTON | VT | 05401 | PUBLIC | GENERAL SUPPORT | $55,000 | |
| ISRAAID (US) GLOBAL HUMANIT ASSIST INC | |||||||
| 555 COLLEGE AVENUE | PALO ALTO | CA | 94306 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| ISRAEL CENTER FOR EXCELLENCE THROUGH EDU | |||||||
| 14305 DAWNWOOD CT | HOMER GLEN | IL | 60491 | PUBLIC | GENERAL SUPPORT | $720,000 | |
| ISRAEL ON CAMPUS COALITION | |||||||
| PO BOX 34640 | WASHINGTON | DC | 20043 | PUBLIC | GENERAL SUPPORT | $200,000 | |
| JEWISH CHILD CARE ASSOCIATION | |||||||
| 858 E 29TH STREET | BROOKLYN | NY | 11210 | PUBLIC | GENERAL SUPPORT | $75,000 | |
| JEWISH COMMUNITIES OF VERMONT | |||||||
| 47 MAPLE STREET | BURLINGTON | VT | 05401 | PUBLIC | GENERAL SUPPORT | $8,000 | |
| JOHN HOPKINS UNIVTHE SHERIDAN LIBRARIES | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | PUBLIC | GENERAL SUPPORT | $133,333 | |
| LAWYERS FOR CHILDREN INC | |||||||
| 110 LAFAYETTE ST | NEW YORK | NY | 10013 | PUBLIC | GENERAL SUPPORT | $20,000 | |
| LURIA ACADEMY OF BROOKLYN | |||||||
| 238 ST MARKS AVENUE | BROOKLYN | NY | 11238 | PUBLIC | GENERAL SUPPORT | $125,000 | |
| MA'AYANOT YESHIVA HIGH SCHOOL FOR GIRLS | |||||||
| 1650 PALISADE AVENUE | TEANECK | NJ | 07666 | PUBLIC | GENERAL SUPPORT | $180,000 | |
| MARLENE MEYERSON JCC IN MANHATTAN | |||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | PUBLIC | GENERAL SUPPORT | $275,000 | |
| MAYOR'S FUND TO ADVANCE NYC | |||||||
| 253 BROADWAY | NEW YORK | NY | 10007 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| MEET INTERNATIONAL INC | |||||||
| 177 HUNTINGTON AVE STE 1703 | BOSTON | MA | 02115 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| MET COUNCIL ON JEWISH POVERTY | |||||||
| 77 WATER STREET | NEW YORK | NY | 10005 | PUBLIC | GENERAL SUPPORT | $150,000 | |
| MILTON GOTTESMAN JEWISH DAY SCHOOL | |||||||
| 6045 16TH STREET NW | WASHINGTON | DC | 20011 | PUBLIC | GENERAL SUPPORT | $150,000 | |
| MONGABAY ORG CORPORATION | |||||||
| 1259 EL CAMINO REAL 150 | MENLO PARK | CA | 94025 | PUBLIC | GENERAL SUPPORT | $15,000 | |
| MOUNT SINAI HEALTH SYSTEM | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PUBLIC | GENERAL SUPPORT | $1,300,000 | |
| MT HOLYOKE COLLEGE | |||||||
| OFFICE OF ADVANCEMENT | SOUTH HADLEY | MA | 01075 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| NATIONAL GALLERY OF ART | |||||||
| 2000B SOUTH CLUB DRIVE | WASHINGTON | DC | 20785 | PUBLIC | GENERAL SUPPORT | $12,000 | |
| NATLALLIANCE ON MENTAL ILLNESS OF NYC | |||||||
| 505 EIGHTH AVENUE | NEW YORK | NY | 10018 | PUBLIC | GENERAL SUPPORT | $75,000 | |
| NEW YORK CARES | |||||||
| 65 BROADWAY | NEW YORK | NY | 10006 | PUBLIC | GENERAL SUPPORT | $75,000 | |
| NEW YORK COMMON PANTRY | |||||||
| 8 EAST 109TH STREET | NEW YORK | NY | 10029 | PUBLIC | GENERAL SUPPORT | $250,000 | |
| NEW YORKER FOR PARKS | |||||||
| 55 BROAD STREET | NEW YORK | NY | 10004 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| PEF - ISRAEL ENDOWMENT FD | |||||||
| 630 THIRD AVENUE | NEW YORK | NY | 10017 | PUBLIC | GENERAL SUPPORT | $8,472,696 | |
| PLAN A HEALTH INC | |||||||
| PO BOX 20066 | NEW YORK | NY | 10025 | PUBLIC | GENERAL SUPPORT | $12,500 | |
| RAMAZ SCHOOL | |||||||
| 114 EAST 85TH STREET | NEW YORK | NY | 10028 | PUBLIC | GENERAL SUPPORT | $1,250,000 | |
| SANCTUARY FOR FAMILIES | |||||||
| PO BOX 1406 | NEW YORK | NY | 10268 | PUBLIC | GENERAL SUPPORT | $30,000 | |
| SAR ACADEMY | |||||||
| 655 WEST 254TH STREET | RIVERDALE | NY | 10583 | PUBLIC | GENERAL SUPPORT | $375,000 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| SCHECHTER SCHOOL OF LONG ISLAND | |||||||
| 1 BARBARA LANE | JERICHO | NY | 11753 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| SINAI SCHOOLS | |||||||
| 240 FRISCH COURT | PARAMUS | NJ | 07652 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| STORYVILLE CENTER FOR THE SPOKEN WORD | |||||||
| 75 BROAD STREET | NEW YORK | NY | 10004 | PUBLIC | GENERAL SUPPORT | $7,200 | |
| TEACHERS COLLEGE | |||||||
| 525 WEST 120TH STREET | NEW YORK | NY | 10027 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| THE BRIDGE | |||||||
| 290 LENOX AVE | NEW YORK | NY | 10027 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| THE BROTHERHOODSISTER SOL | |||||||
| 140 HAMILTON PLACE | NEW YORK | NY | 10031 | PUBLIC | GENERAL SUPPORT | $125,000 | |
| THE FOUNDATION FOR CITY COLLEGE | |||||||
| 205 EAST 42 STREET | NEW YORK | NY | 10017 | PUBLIC | GENERAL SUPPORT | $81,250 | |
| THE FRISCH SCHOOL | |||||||
| 120 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | PUBLIC | GENERAL SUPPORT | $517,000 | |
| THE JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | PUBLIC | GENERAL SUPPORT | $68,000 | |
| THE LAB SHUL | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| THE LEFFELL SCHOOL | |||||||
| 555 WEST HARTSDALE AVE | HARTSDALE | NY | 10530 | PUBLIC | GENERAL SUPPORT | $375,000 | |
| THE NEW YORK PUBLIC LIBRARY | |||||||
| 445 FIFTH AVENUE 8TH FLOOR | NEW YORK | NY | 10016 | PUBLIC | GENERAL SUPPORT | $2,000,000 | |
| THE SHEFA SCHOOL | |||||||
| 40 EAST 29TH STREET | NEW YORK | NY | 10016 | PUBLIC | GENERAL SUPPORT | $250,000 | |
| TIVNU BUILDING JUSTICE | |||||||
| 7971 SE 11TH AVENUE | PORTLAND | OR | 97202 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| TORAH ACADEMY OF BERGEN COUNTY | |||||||
| 1600 QUEEN ANNE ROAD | TEANECK | NJ | 07666 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PUBLIC | GENERAL SUPPORT | $745,805 | |
| UNIV OF SOUTHERN CALIFORNIA SHOAH FDN | |||||||
| 650 WEST 35TH STREET | LOS ANGELES | CA | 90007 | PUBLIC | GENERAL SUPPORT | $200,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| WEST SIDE CAMPAIGN AGAINST HUNGER | |||||||
| 263 W 86TH STREET | NY | NY | 10024 | PUBLIC | GENERAL SUPPORT | $250,000 | |
| WESTERN STATES CENTER | |||||||
| PO BOX 40305 | PORTLAND | OR | 97240 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| WORLD CENTRAL KITCHEN INC | |||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| ZAMIR CHORAL FOUNDATION INC | |||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | PUBLIC | GENERAL SUPPORT | $209,000 | |
| ABRAHAM JOSHUA HESCHEL SCHOOL | |||||||
| 20 WEST END AVENUE | NEW YORK | NY | 10023 | PUBLIC | GENERAL SUPPORT | $425,000 | |
| ADVOCATES FOR CHILDREN OF NEW YORK INC | |||||||
| 151 W 30TH ST 5TH FLOOR | NEW YORK | NY | 10001 | PUBLIC | GENERAL SUPPORT | $75,000 | |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | PUBLIC | GENERAL SUPPORT | $230,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,897,117 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,405,546 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,654,990 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT - OTHER INVESTMENT INCOME | Desc |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$1,360,860 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$7,610,304 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$7,610,304 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ROBERT W GOTTESMAN | ||||||
| 1 | 888 PARK AVE | NEW YORK | NY | 10075 | $4,014,469 | Yes (X) |
| ALICE R GOTTESMAN | ||||||
| 2 | 118 W 79TH ST | NEW YORK | NY | 10024 | $999,269 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 23,071 SHARES APPLE, INC. | $4,014,469 | 2021-12-22 |
| 2 | 6,175 SHARES LIBERTY BROADBAND CORP. SER C | $999,269 | 2021-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $262,000 | Amt |
| Net Investment Income | $262,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | UNREALIZED LOSS ON SALE OF DONATED STOCK | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$7,287,006 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (42 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INC - 3.625 NOV 15 24 | $504,790 | $498,386 |
| ALLSTATE CORP - 6.125 DEC 15 32 | $199,175 | $164,378 |
| BLACKROCK INC - 3.500 MAR 18 24 | $414,080 | $408,882 |
| BROOKFIELD FIN INC - 4.250 JUN 02 26 | $500,660 | $493,628 |
| CANADIAN NATL RY CO - 6.900 JUL 15 28 | $93,273 | $84,358 |
| CANADIAN NATL RY CO - 7.375 OCT 15 31 | $70,857 | $60,249 |
| CATERPILLAR INC - 6.625 JUL 15 28 | $125,110 | $110,957 |
| CLOROX CO DEL - 1.800 MAY 15 30 | $149,046 | $118,947 |
| CLOROX CO DEL - 3.100 OCT 01 27 | $102,662 | $95,037 |
| COMCAST CABLE COMMUN - 9.455 NOV 15 22 | $760,527 | $758,781 |
| CUMMINS INC - 7.125 MAR 01 28 | $364,278 | $330,631 |
| ELM ROAD GENERATING - 5.209 FEB 11 30 144 - FACTOR=0.568344 | $277,008 | $256,442 |
| EQUINOR ASA - 2.450 JAN 17 23 RGD | $498,157 | $498,420 |
| ESSEX PORTFOLIO L P - 4.000 MAR 01 29 | $168,453 | $142,213 |
| ESTEE LAUDER COS INC - 2.375 DEC 01 29 | $212,427 | $177,408 |
| EVERSOURCE ENERGY - 4.250 APR 01 29 | $267,392 | $243,759 |
| DIAGEO INVT CORP - 8.000 SEP 15 22 RGD | $125,224 | $125,220 |
| GENERAL MTRS FINL CO - FLTG 6.500 PERP | $391,159 | $321,601 |
| JPMORGAN CHASE & CO - 3.300 APR 01 26 | $64,051 | $58,126 |
| KRAFT HEINZ FOODS CO - 4.250 MAR 01 31 | $502,953 | $427,576 |
| LABORATORY CORP AMER - 3.600 FEB 01 25 | $450,374 | $443,653 |
| LEGGETT & PLATT INC - 3.800 NOV 15 24 | $119,196 | $118,761 |
| LEGGETT & PLATT INC - 4.400 MAR 15 29 | $349,524 | $314,833 |
| LOEWS CORP - 2.625 MAY 15 23 | $499,548 | $496,352 |
| NATIONAL RURAL UTILS - 3.700 MAR 15 29 | $299,257 | $261,843 |
| NEWELL BRANDS INC - 4.000 DEC 01 24 | $499,339 | $493,040 |
| ORACLE CORP - 2.650 JUL 15 26 | $146,760 | $138,316 |
| PACCAR FINL CORP SR - 3.400 AUG 09 23 | $100,653 | $99,788 |
| PACIFIC BELL - 7.125 MAR 15 26 | $552,393 | $532,871 |
| PARKER-HANNIFIN CORP - 3.300 NOV 21 24 | $124,649 | $122,920 |
| PRECISION CASTPARTS - 3.250 JUN 15 25 | $113,758 | $113,664 |
| PROVIDENCE ST JOSEPH - 0.000 OCT 01 29 | $105,904 | $87,976 |
| PUBLIC STORAGE - 3.385 MAY 01 29 | $269,446 | $235,461 |
| RAYTHEON TECHNOLOGIES - 7.000 NOV 01 28 | $78,506 | $71,926 |
| S&P GLOBAL INC - 3.750 AUG 01 28 144 | $87,349 | $76,830 |
| TARGET CORP - 7.000 JUL 15 31 RGD | $96,387 | $82,354 |
| UNION PACIFIC RR CO - 6.176 JAN 02 31 - FACTOR=0.378034 | $96,264 | $86,783 |
| VERIZON COMMUNICATIO - 4.016 DEC 03 29 | $105,951 | $91,147 |
| VERIZON COMMUNICATIO - 4.329 SEP 21 28 | $257,450 | $256,587 |
| WASTE MGMT INC DEL - 7.100 AUG 01 26 | $117,497 | $109,599 |
| ZENECA WILMINGTON IN - 7.000 NOV 15 23 RGD | $607,334 | $600,852 |
| VANGUARD FIXED INCM - STRM INVGRA AD | $4,518,206 | $4,495,666 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - COMMON | $1,691,120 | $2,026,985 |
| ALLY FINL INC - COMMON | $709,157 | $1,371,160 |
| ALPHABET INC - CLASS C | $1,974,525 | $5,457,500 |
| ALPHABET INC - CLASS C | $1,327,696 | $3,820,250 |
| ALPHABET INC - CLASS C | $991,904 | $1,940,687 |
| AMALGAMATED FINANCIAL - COMMON | $241,618 | $315,000 |
| AMAZON COM INC - COMMON | $8,067,417 | $6,338,500 |
| AMERICAN TOWER CORP - COMMON | $4,221,826 | $3,810,750 |
| ANGI HOMESERVICES - COMMON | $1,301,937 | $568,400 |
| ANHEUSER BUSCH INBEV - SPON ADR | $1,061,140 | $764,088 |
| APPLE INC - COMMON | $1,140,417 | $11,005,400 |
| APPLE INC - COMMON | $672,034 | $3,954,083 |
| AUTOZONE INC - COMMON | $3,007,469 | $5,298,025 |
| AUTOZONE INC - COMMON | $1,233,094 | $2,193,382 |
| AXIS CAPITAL HOLDINGS - ORDINARY | $366,870 | $425,200 |
| BERKSHIRE HATHAWAY - CLASS A | $40 | $842,616 |
| BROOKFIELD ASSET MGT - CLASS A LTD VTG | $727,446 | $1,695,878 |
| BROOKFIELD ASSET MGT - CLASS A LTD VTG | $731,397 | $1,197,650 |
| CAPITAL ONE FINL CO - COMMON | $662,585 | $952,380 |
| CBIZ INC - COMMON | $351,187 | $624,338 |
| COMCAST CORP - CLASS A | $1,408,496 | $1,069,415 |
| COPART INC - COMMON | $1,264,765 | $1,196,500 |
| DANAHER CORP - COMMON | $2,257,590 | $10,796,400 |
| ENBRIDGE INC - COMMON | $692,852 | $974,853 |
| ENTEGRIS INC - COMMON | $3,113,340 | $2,922,304 |
| FACEBOOK INC - CLASS A | $1,219,406 | $949,067 |
| GATES INDL CORP PL - ORDINARY | $554,164 | $518,848 |
| HONEYWELL INTL INC - COMMON | $1,925,680 | $3,218,950 |
| IAC INTERACTIVECORP - COMMON | $2,577,433 | $2,892,150 |
| INTER CONTINENTAL EX - COM | $2,425,943 | $3,025,500 |
| JOHNSON & JOHNSON - COMMON | $2,452,560 | $4,033,500 |
| KEYSIGHT TECHNOLOGS - COMMON | $2,349,700 | $3,941,555 |
| LENNAR CORP - CLASS B | $848,643 | $801,840 |
| LIBERTY BROADBAND CORP - COM SER A | $851,789 | $705,740 |
| LIBERTY SIRIUS GROUP - COM SER C | $14,285 | $627,998 |
| LONE STAR BANK - RSTK COM | $92,462 | $0 |
| LOWES CO - COMMON | $521,469 | $524,178 |
| MAINSTREET BANCSHARE - COM | $183,565 | $181,650 |
| MAINSTREET BANCSHARE - COM | $79,648 | $210,641 |
| MICROSOFT CORP - COMMON | $591,451 | $6,196,839 |
| MICROSOFT CORP - COMMON | $435,866 | $2,693,141 |
| MICROSOFT CORP - COMMON | $380,450 | $2,222,495 |
| MILLS MUSIC TR - UNIT BEN INT | $262,854 | $226,776 |
| MONDELEZ INTL INC - COMMON | $2,272,111 | $4,639,500 |
| NVR INC - COMMON | $414,222 | $517,508 |
| ONEX CORP - SUB VTG | $819,963 | $737,103 |
| ORACLE CORP - COMMON | $2,183,792 | $3,410,900 |
| ORION ENG CARBNS S.A - COMMON | $391,661 | $354,060 |
| PHILIP MORRIS INTL - COMMON | $2,752,848 | $3,103,425 |
| PHILIP MORRIS INTL - COMMON | $1,747,619 | $1,647,203 |
| RAYTHEON TECHNOLOGIES - COMMON | $521,702 | $538,500 |
| S&P GLOBAL INC - COMMON | $2,474,755 | $2,465,260 |
| TRANSALTA CORP - COM | $622,761 | $562,800 |
| TRICON RESIDENTIAL - COMMON SHARES | $388,043 | $396,720 |
| TRIMAS CORP - COMMON | $590,340 | $716,896 |
| US BANCORP DEL - COMMON | $340,255 | $250,855 |
| UNITEDHEALTH GRP INC - COMMON | $4,195,039 | $4,414,305 |
| UNITEDHEALTH GRP INC - COMMON | $1,230,295 | $2,220,136 |
| VERITEX HLDGS INC - COMMON | $411,514 | $481,760 |
| VIMEO INC - COMMON | $1,196,502 | $432,497 |
| WYNDHAM HOTELS & RES - COM | $442,020 | $457,380 |
| SEQUOIA FD INC - COMMON | $1,005,937 | $786,353 |
| VANGUARD S&P 500 ETF | $24,229,879 | $22,333,725 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,314,793 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,271,874 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACACIA CONVERVATION OFFSHORE FUND LTD | AT COST | $7,748,096 | $13,665,561 |
| CERBERUS ASIA PARTNERS II LP | AT COST | $194,225 | $0 |
| FIRST BIOMED LTD | AT COST | $5,000,000 | $30,449,935 |
| FM FIRST CHINA FUND LLC | AT COST | $26,858,606 | $21,438,563 |
| FMC RESEARCH FUND LP | AT COST | $41,027,967 | $41,322,438 |
| GREENELA LANE CAPITAL PARTNERS LP | AT COST | $17,668,344 | $15,891,131 |
| ROCK SPRINGS CAPITAL FUND LP | AT COST | $14,350,954 | $18,099,417 |
| SECOND FIRST SAVE ASSOCIATES LP | AT COST | $5,135 | $0 |
| WISHBONE INTERNATIONAL PARTNERS LTD. | AT COST | $13,500,000 | $23,093,303 |
| UNREALIZED APPRECIATION ON CONTRIBUTED SECURITIES | AT COST | $1,565,404 | $0 |
| FIRST HEALTH LTD. | AT COST | $0 | $28,719,190 |
| REDWOOD OFFSHORE FUND, LTD. | AT COST | $0 | $22,859,811 |
| STYX INTERNATIONAL, LTD | AT COST | $0 | $111,220 |
| GS GLOBAL LONG SHORT PARTNERS LP | AT COST | $0 | $217,460 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,157 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,157 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SERVICES | $7,560 | $0 | $7,560 |
| FILING FEES | $80 | $0 | $80 |
| INVESTMENT EXPENSES | $122,796 | $122,796 | $0 |
| MISCELLANEOUS | $10,430 | $0 | $10,430 |
| FEES ON FOREIGN DIVIDENDS | $3,469 | $3,469 | $0 |
| BANK FEES | $59 | $59 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BROOKFIELD INFRASTRUCTURE | -$4,878 | -$4,878 | -$4,878 |
| FM FIRST CHINA FUND LLC | -$873,745 | -$873,745 | -$873,745 |
| FMC RESEARCH | -$51,146 | -$51,146 | -$51,146 |
| GREENLEA CAPITAL PARTNERS | -$65,217 | -$65,217 | -$65,217 |
| ROCK SPRINGS CAPITAL FUND | -$365,991 | -$365,991 | -$365,991 |
| MISCELLANEOUS INCOME | $117 | $117 | $117 |
| ADJUSTMENT | $1,360,860 | $0 | $1,360,860 |
| ADJUSTMENT - OTHER INVESTMENT INCOME | -$1,360,860 | -$1,360,860 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $319,315 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $319,315 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $5,946 | $5,946 | $0 |
| EXCISE TAX | $900,000 | $0 | $0 |
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