DDS FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: DDS FOUNDATION (EIN 13-4089802)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-03-20
IRS object ID: 202320799349100002
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
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-03-20T09:23:59-05:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 PARK AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100175001	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-07-01	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	2022-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DANIEL	PersonFirstNm
Person Last	SCHWARTZ	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Curtis Young	PreparerPersonNm
PTIN	P01533495	PTIN
Phone	2128858000	PhoneNum
Preparation	2023-03-13	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$39,668,235	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,811,227	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$538,772	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$538,772	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$582,805	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$582,805	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$997,355	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$8,614,849	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$997,355	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$108,053	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$95,896	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$4,038,212	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,214,828	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Interest Rev And Expnss	$194,886	InterestRevAndExpnssAmt
Interest Net Invst Incm	$194,886	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$74,023	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$23,773	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$293,221	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$292,471	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$750	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$562,130	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$511,130	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$750	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,937,544	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,937,544	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,499,674	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$511,130	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,938,294	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$538,538	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,703,698	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,302,911	CashBOYAmt
Cash EOY	$596,207	CashEOYAmt
Cash EOYFMV	$596,207	CashEOYFMVAmt
US Government Obligations BOY	$6,524,935	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$1,345,197	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$1,345,197	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$17,477,047	CorporateStockBOYAmt
Corporate Stock EOY	$16,654,412	CorporateStockEOYAmt
Corporate Stock EOYFMV	$20,556,607	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$168,000	CorporateBondsBOYAmt
Corporate Bonds EOY	$168,000	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$168,000	CorporateBondsEOYFMVAmt
Other Investments BOY	$7,311,009	OtherInvestmentsBOYAmt
Other Investments EOY	$14,528,916	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$17,002,224	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$32,783,902	TotalAssetsBOYAmt
Total Assets EOY	$33,292,732	TotalAssetsEOYAmt
Total Assets EOYFMV	$39,668,235	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$32,783,902	RetainedEarningBOYAmt
Retained Earning EOY	$33,292,732	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$32,783,902	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$33,292,732	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$32,783,902	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$33,292,732	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$32,783,902	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$538,538	ExcessRevenueOverExpensesAmt
Other Increases	$6	OtherIncreasesAmt
Subtotal	$33,322,446	SubtotalAmt
Other Decreases	$29,714	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$33,292,732	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	$3,318,722	$2,470,352	$848,370	$848,370
PUBLICLY TRADED SECURITIES	$5,146,850	$5,147,142	-$292	-$292

Field	Value	IRS element (for citing)
Capital Gain Net Income	$997,355	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$23,681	InvestmentIncomeExciseTaxAmt
Subtotal	$23,681	SubtotalAmt
Tax Based On Investment Income	$23,681	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$84,219	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$84,219	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$60,538	OverpaymentAmt
Applied To ES Tax	$60,538	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	$39,966,260	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,487,520	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$41,453,780	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$41,453,780	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$621,807	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$40,831,973	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,041,599	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,041,599	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$23,681	TaxBasedOnInvestmentIncomeAmt
Total Tax	$23,681	TotalTaxAmt
Distributable Before Adj	$2,017,918	DistributableBeforeAdjAmt
Distributable Before Ded	$2,017,918	DistributableBeforeDedAmt
Distributable As Adjusted	$2,017,918	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,938,294	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	$2,938,294	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,017,918	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2019	PriorYear1Yr
Prior Year2	2018	PriorYear2Yr
Prior Year3	2017	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,563,412	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$476,720	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$480,161	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$890,832	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,019,327	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$4,430,452	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,938,294	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$2,017,918	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$920,376	RemainingDistriFromCorpusAmt
Total Corpus	$5,350,828	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$1,563,412	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,787,416	ExcessDistriCyovToNextYrAmt
Excess From Year4	$476,720	ExcessFromYear4Amt
Excess From Year3	$480,161	ExcessFromYear3Amt
Excess From Year2	$890,832	ExcessFromYear2Amt
Excess From Year1	$1,019,327	ExcessFromYear1Amt
Excess From Current Year	$920,376	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 (29 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd
American Committee For Shaare Zedek
55 W 39th St	New York	NY	10018	NONE	PC	General	$177,500
American Friends of ITIM
c/o KJ Technology 247 West 36th Str	New York	NY	10018	NONE	PC	General	$25,000
American Friends of Leket Israel
PO BOX 2090	Teaneck	NJ	076661490	NONE	PC	General	$100,000
American Friends of Shalva
315 5th Ave 6th Floor	New York	NY	10016	NONE	PC	General	$100,000
Barnard College
3009 Broadway	New York	NY	10027	NONE	PC	General	$250,000
Better Future For Israel
492-C Cedar Lane 114	Teaneck	NJ	07666	NONE	PC	General	$20,000
Central Fund For Israel
461 Central Avenue	Cedarhurst	NY	11516	NONE	PC	General	$20,000
Etzion Foundation
111 Galway Pl Suite 203	Teaneck	NJ	07666	NONE	PC	General	$80,000
Friends of United Hatzalah
208 E 51st St 303	New York	NY	10022	NONE	PC	General	$150,000
Jewish Center of Atlantic Beach
100 Nassau Ave	Atlantic Beach	NY	11509	NONE	PC	General	$54,000
New York University Stern
44 West 4th Street	New York	NY	10012	NONE	PC	General	$25,000
Orayta
Pavarotti Terrace 102	Boynton Beach	FL	33437	NONE	PC	General	$25,000
Orthodox Union
40 Rector St 4th Floor	New York	NY	10006	NONE	PC	General	$10,000
Pardes
404 5th Avenue 3rd Floor	New York	NY	10018	NONE	PC	General	$25,000
PEF Israel Endowment Fund
630 Third Avenue Suite 1501	New York	NY	10017	NONE	PC	General	$143,000
Project Tabs
228 East 45th Street Suite 9E	New York	NY	10017	NONE	PC	General	$50,000
Ramaz
Ramaz School Institutional Advancem	New York	NY	10075	NONE	PC	General	$100,000	60 East 78th Street
Ramaz Israel Scholarship Fund
60 East 78th Street	New York	NY	10075	NONE	PC	General	$5,000
Sinai School
240 Frisch Court Suite 100	Paramus	NJ	07652	NONE	PC	General	$25,000
The Tel Aviv Institute
				NONE	PC	General	$5,000		Ahad HaAm St 54	Tel AvivYafo	IS	6520216
UJA Federation
130 East 59th Street	New York	NY	10022	NONE	PC	General	$694,885
United Hatzalah
208 E 51st St 303	New York	NY	10022	NONE	PC	General	-$250,000
Yeshiva University
500 West 185th Street	New York	NY	10033	NONE	PC	General	$1,000,000
Yeshivat Maale Gilboa USA Inc
				NONE	PC	General	$18,000		Yeshivat Maale Gilboa	Maale Gilboa	IS	1914500
American Friends of Beit Issie Shapiro
25 W 45th St 1405	New York	NY	10036	NONE	PC	General	$10,000
Congregation Kehilath Jeshurun
125 E 85th St	New York	NY	10028	NONE	PC	General	$25,000
HOD Society
PO Box 693	New York	NY	101080693	NONE	PC	General	$25,000
Nefesh B'Nefesh
50 Eisenhower Dr	Paramus	NJ	07652	NONE	PC	General	$25,000
Pass-through Charitable Contribution
8111 WESTCHESTER DRIVE	DALLAS	TX	75225	NONE		GENERAL	$159	SUITE 600

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,937,544	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	$538,772	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$582,805	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	$1,151,432	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 (8 entries)

DescDesc	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt	ExclusionExclusionCd	ExclusionExclusionAmt
YORK CAPITAL MANAGEMENT LP	523000	-$910	18	-$69,863
YORK GLOBAL CREDIT INCOME FUND LP	523000	$9,833	18	$146,449
YORK SELECT INVESTORS LP	523000	-$1	18	$2,816
YORK SELECT LP	523000	-$3	18	$3,750
CORSAIR CAPITAL PARTNERS 100 LP	523000	$0	18	-$109
YORK CREDIT OPPORTUNITIES FUND LP	523000	-$759	18	$4,107
ENERGY TRANSFER LP	523000	-$2,396	18	-$6,061
APOLLO ORIGINATION PARTNERSHIP		$6,393	18	$14,807

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$12,157	UnrelatedBusinessTaxblIncmAmt
Exclusion	$2,368,905	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,381,062	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	DANIEL SCHWARTZ DEBORAH SCHWARTZ	ContributorPersonNm

Contributor US Address ContributorUSAddress

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)
Total Contributions	$1,811,227	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	Exact Sciences Corp 6,254 Shares	$589,877	2021-11-04
2	Novo Nordisk 1,659 Shares	$175,887	2022-05-26
3	UBS Group 7,121 Shares	$131,272	2022-05-26
4	ASML Holdings 435 Shares	$235,624	2022-05-26
5	Airbus SE 758 Shares	$84,804	2022-05-26
6	Mercedes Benz Group 960 Shares	$65,912	2022-05-26
7	Nokia 9,060 Shares	$44,866	2022-05-26
8	Anglo American 920 Shares	$44,135	2022-05-31
9	Glencore 15,836 Shares	$105,115	2022-05-31
10	Ashtead Group 1,686 Shares	$87,624	2022-05-31
11	Shell PLC 8,595 Shares	$246,110	2022-06-07

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 (32 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
CLARENT CORP DEL COM	$13,000	$0
AMBASE CORP	$20,363	$5,250
LIBERTY GLOBAL INC	$30,870	$179,614
NORTHCORE TECHNOLOGIES INC	$25,104
NOVARTIS AG	$635,679	$971,782
NESTLE SA	$438,555	$873,035
PEPSICO	$699,042	$1,666,600
PROCTER & GAMBLE	$921,293	$1,725,480
BROWN-FORMAN CORP	$600,590	$1,403,200
DEERE & CO	$317,707	$1,048,145
GENERAL ELECTRIC CO	$480,950	$159,175
WILLIAMS COS INC	$505,842	$390,125
AT&T	$629,812	$793,126
ALPHABET INC	$944,034	$1,963,398
CONSOLIDATED COMMUNICATIONS	$961,155	$525,000
COLONY NORTHSTAR INC	$823,701	$366,000
TAKEDA PHARMACEUTICAL	$478,859	$353,387
COCA COCA	$951,400	$1,258,200
ALCON INC	$54,113	$104,835
MONITRONICS	$690	$3
ENERGY TRANSFER	$1,255,011	$1,297,400
TWO HARBORS	$1,480,370	$498,000
PHILIP MORRIS	$863,830	$987,400
VERIZON	$898,940	$761,250
TECK RESOURCES	$695,300	$1,299,225
KRAFT HEINZ	$519,856	$762,800
VIACOM CBS	$207,188	$185,100
MARVELL TECHNOLOGY GROUP LTD	$462,300	$435,300
CARRIER GLOBAL CORP	$371,700	$356,600
PELOTON INTERACTIVE INC.	$168,057	$14,486
SQUARE INC.	$199,101	$49,844
WARNER BROS DISCOVERY	$0	$122,847

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$1,345,197	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$1,345,197	USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (15 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
YTR INVESTORS LP	$0	$0
YORK SELECT LP	$334,443	$275,464
YORK CAPITAL MANAGEMENT	$43,619	$72,146
YORK ASIAN OPPORTUNITIES UNIT	$1,000,000	$3,528,963
YORK GLOBAL CREDIT INCOME FUND	$6,239,161	$6,353,369
YORK SELECT INVESTORS LP	$523,299	$206,855
YORK CREDIT OPPORTUNITIES FUND	$131,148	$103,835
APOLLO ORIGINATION PARTNERSHIP	$1,326,639	$1,352,277
ATLANTIC PARK STRATEGIC CAP	$645,714	$673,410
CORSAIR SPAC OPP FUND	$0	$0
MACCABEE VENTURES	$106,798	$143,334
CORSAIR CAPITAL PARTNERS 100LP	$1,003,234	$821,252
CATALIO CREDIT OPPORTUNITIES	$192,611	$193,285
TIGER GLOBAL LP	$1,000,000	$499,455
MR COBALT OFFSHORE FUND	$1,982,250	$2,778,579

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	NONDEDUCTIBLE EXPENSES	Desc
Amt	$29,714	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
YORK CAPITAL MANAGEMENT, LP	$101	$101
YORK SELECT, LP	$3,432	$3,432
YORK SELECT INVESTORS, LP	$2,577	$2,577
YORK GLOBAL CREDIT INCOME FUND	$165,313	$165,313
ATLANTIC PARK STRATEGIC CAPITA	$100	$100
US TRUST	$68,187	$68,187
YORK CREDIT OPPORTUNITIES FUND	$3,793	$3,793
NYS TAX FILING FEE	$750	$0	$750
CORSAIR CAPITAL PARTNERS 100LP	$5,303	$5,303
MACCABEE VENTURES	$24,573	$24,573
CATALIO CREDIT OPPORTUNITIES	$7,927	$7,927
MR COBALT OFFSHORE FUND	$11,165	$11,165

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
YORK SELECT, LP	$3,747	$3,750
YORK CAPITAL MANAGEMENT	-$70,773	-$69,863
YORK GLOBAL CREDIT INCOME FUND LP	$156,282	$146,449
YORK SELECT INVESTORS LP	$2,815	$2,816
YORK CREDIT OPPORTUNITY FUND LP	$3,348	$4,107
ENERGY TRANSFER LP	-$8,457	-$6,061
APOLLO ORIGINATION PARTNERSHIP	$21,200	$14,807
CORSAIR CAPITAL PARTNERS 100 LP	-$109	-$109

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	PRIOR YEAR INCREASE	Desc
Amt	$6	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX	$23,773	$23,773
US TREASURY	$50,000
NYS	$250