EDELMAN FAM FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EDELMAN FAM FOUNDATION (EIN 37-6624335)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202341359349103194
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T14:43:30-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204553256 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINER WEALTH ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY 27TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376624335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDELMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARINER WEALTH ADVISORS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDEL | BusinessNameControlTxt |
| Phone | 2128695900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY FL 27 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH EDELMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128695900 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | EDELMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER KOEHLER | PreparerPersonNm |
| PTIN | P00644039 | PTIN |
| Phone | 2128695900 | PhoneNum |
| Preparation | 2023-05-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $102,159,825 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,622,047 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,622,047 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,341,107 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,324,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,341,107 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,963,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,963,154 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $134,361 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,361 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $597,792 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $417,917 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $732,153 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $444,278 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,320,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,320,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,052,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $444,278 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,320,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,089,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,518,876 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,935,227 | CashBOYAmt |
| Cash EOY | $11,508,963 | CashEOYAmt |
| Cash EOYFMV | $11,508,963 | CashEOYFMVAmt |
| Other Investments BOY | $69,831,168 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $85,145,949 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $90,650,862 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $102,766,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,654,912 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $102,159,825 | 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 | $102,766,395 | RetainedEarningBOYAmt |
| Retained Earning EOY | $96,654,912 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $102,766,395 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,654,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,766,395 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,654,912 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $102,766,395 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,089,299 | ExcessRevenueOverExpensesAmt |
| Other Increases | $44,826 | OtherIncreasesAmt |
| Subtotal | $96,721,922 | SubtotalAmt |
| Other Decreases | $67,010 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $96,654,912 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| FIDELITY XX9335 - CAPITAL GAINS DISTRIBUTIONS | P | $1,324,645 | $1,324,645 | $1,324,645 | ||
| FIDELITY XX9335 | P | $937,418 | -$7,016 | -$7,016 | 2022-12-31 | $944,434 |
| FIDELITY XX9335 | P | $1,062,582 | $23,478 | $23,478 | 2022-12-31 | $1,039,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,341,107 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,012 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,012 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,012 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $169,286 | 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 | $169,286 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $134,274 | OverpaymentAmt |
| Applied To ES Tax | $134,274 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARINER WEALTH ADVISORS | IndividualWithBooksNm |
| Phone | 2128695900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY - 27TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH EDELMAN | ||||||||
| 1500 BROADWAY 27TH FLOOR | NEW YORK | NY | 10036 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN H LEBOVITZ-EDELMAN | ||||||||
| 1500 BROADWAY 27TH FLOOR | NEW YORK | NY | 10036 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $73,336,542 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,372,301 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,313,889 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $94,022,732 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $94,022,732 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,410,341 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $92,612,391 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,630,620 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,630,620 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,012 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,012 | TotalTaxAmt |
| Distributable Before Adj | $4,595,608 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,595,608 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,595,608 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,320,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,320,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,595,608 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $481,594 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,651,774 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,003,553 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,136,921 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,320,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,595,608 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,724,692 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,861,613 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,861,613 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $481,594 | ExcessFromYear3Amt |
| Excess From Year2 | $2,651,774 | ExcessFromYear2Amt |
| Excess From Year1 | $3,003,553 | ExcessFromYear1Amt |
| Excess From Current Year | $3,724,692 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH EDELMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | 501(C) (3) | TO PROVIDE SUPPORT EMERGENCY RELIEF EFFORTS IN UKRAINE | $25,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | 501(C) (3) | TO SUPPORT GENERAL OPERATING SUPPORT | $500,000 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR ENDING CHILD, EARLY AND FORCED MARRIAGE AND UNIONS IN INDIA | $300,000 |
| AMERICAN STUDIO | |||||||
| 5114 POINT FOSDICK DRIVE | GIG HARBOAR | WA | 98335 | N/A | 501(C) (3) | TO SUPPORT GENERAL OPERATING SUPPORT | $150,000 |
| BROWN UNIVERSITY | |||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | N/A | 501(C) (3) | FOR EDUCATIONAL RESEARCH AND SCHOLARSHIP FUNDING | $800,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | 501(C) (3) | FTO PROVIDE SUPPORT OR CHALLENGE GRANT FOR PROJECT SPHERE | $100,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | 501(C) (3) | FTO PROVIDE SUPPORT OR CHALLENGE GRANT FOR PROJECT SPHERE | $150,000 |
| CHABAD OF COLLEGE HILL | |||||||
| 12 OLIVE ST | PROVIDENCE | RI | 02906 | N/A | 501(C) (3) | TO PROVIDE SUPPORT TO CHABAD AT BROWN UNIVERSITY | $5,000 |
| CHARLEY'S FUND | |||||||
| 635 MAIN STREET SUITE 3 | GREAT BARRINGTON | MA | 01230 | N/A | 501(C) (3) | GENERAL OPERATING SUPPORT; LAWSUIT AGAINST MEDICARE & MEDICAID SERVICES; LEGAL ACTIVITIES IN OPPOSITION OF STERILIZATION AMONG CHILDREN | $300,000 |
| CHILD IS INNOCENT | |||||||
| 6 VISTA AVENUE | SALEM | MA | 01970 | N/A | 501(C) (3) | IN MEMORY OF THEA COHEN | $500 |
| DO NO HARM | |||||||
| 11357 NUCKOLS ROAD PMB 115 | GLEN ALLEN | VA | 23059 | N/A | 501(C) (3) | TO PROVIDE SUPPORT TO PROTECT HEALTHCARE FROM A RADICAL, DIVISIVE, AND DISCRIMINATORY IDEOLOGY. | $1,000,000 |
| FERONIA FORWARD LTD | |||||||
| 4 SECOND STREET | PITTSFIELD | MA | 01201 | N/A | 501(C) (3) | TO SUPPORT EDUCATIONAL PROGRAMS AND FIELD TRIPS TO RAMBLEWILD IN BERKSHIRE COUNTY, MA. | $25,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION | |||||||
| 510 WALNUT STREET SUITE 1250 | PHILADELPHIA | PA | 19106 | N/A | 501(C) (3) | TO PROMOTE FIRE AD CAMPAIGN | $500,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION | |||||||
| 510 WALNUT ST SUITE 1250 | PHILADELPHIA | PA | 19106 | N/A | 501(C) (3) | TO PROVIDE IMPLEMENTATION OF BUSINESS PLAN | $50,000 |
| HETERODOX ACADEMY | |||||||
| 82 NASSAU STREET 646 | NEW YORK | NY | 10038 | N/A | 501(C) (3) | TO HIRE AN EXECUTIVE DIRECTOR | $260,000 |
| JETT FOUNDATION INC | |||||||
| 36 CORDAGE PARK CIRCLE | PLYMOUTH | MA | 02360 | N/A | 501(C) (3) | TO SUPPORT ANNIE GANOT'S 2022 GALS FOR CAL FUNDRAISER EVENT | $2,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | |||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | N/A | 501(C) (3) | TO SUPPORT HAMILTON AWARD DINNER HOST COMMITTEE SPONSORSHIP | $50,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | |||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | N/A | 501(C) (3) | TO PROVIDE SUPPORT FOR THE CITY JOURNAL AND/OR MANHATTAN INSTITUTE'S OTHER MEDIA & EXTERNAL COMMUNICATIONINITIATIVES. | $25,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | |||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | N/A | 501(C) (3) | TO PROVIDE SUPPORT FOR THE GENDER IDENTITY INITATIVE AT THE MANHATTAN INSTITUTE | $400,000 |
| MSI UNITED STATES | |||||||
| PO BOX 35528 | WASHINGTON | DC | 20033 | N/A | 501(C) (3) | TO PROVIDE SUPPORT FOR MATERNITY CARE AND CONTRACEPTION SERVICES | $25,000 |
| NATIONAL PROGRESS ALLIANCE | |||||||
| 34 FRANKLIN AVE STE 687 UNIT 2999 | PINEDALE | WY | 82941 | N/A | 501(C) (3) | TO SUPPORT THE GENERAL OPERATIONS OF NATIONAL PROGRESS ALLIANCES VIDEO PRODUCTION | $120,000 |
| NEW YORK GENOME CENTER INC | |||||||
| 101 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | 501(C) (3) | TO ADVANCE GENOMIC RESEARCH WITH A SPECIFIC FOCUS ON NEURODEGENERATIVE DISORDERS | $1,000,000 |
| NEXTBOOK INC | |||||||
| 37 WEST 28TH STREET 8TH FLOOR | NEW YORK | NY | 10001 | N/A | 501(C) (3) | FOR THE GENERAL OPERATIONS OF TABLET MAGAZINE | $125,000 |
| PARENTS DEFENDING EDUCATION | |||||||
| 4532 LEE HWY SUITE 119 | ARLINGTON | VA | 22207 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT IN DEFEND EDUCATION | $50,000 |
| PRAGER UNIVERSITY | |||||||
| 15021 VENTURA BLVD UNIT 552 | SHERMAN OAKS | CA | 91403 | N/A | 501(C) (3) | TO SUPPORT PRAGERU PERSONALITIES AND THE BIG TECH INDEPENDENCE INITIATIVE | $400,000 |
| PRINCESS GRACE FOUNDATION | |||||||
| 158 EAST 58TH STREET 25TH FLOOR | NEW YORK | NY | 10155 | N/A | 501(C) (3) | TO PROVIDE 2023 PRINCESS GRACE AWARD IN HONOR OF ANTON KATZ'S 60TH BIRTHDAY | $1,000 |
| ROHR CHABAD AT GW | |||||||
| 2522 I ST NW | WASHINGTON | DC | 20037 | N/A | 501(C) (3) | TO PROVIDE GENERAL OPERATING SUPPORT OF THE ROHR CHABAD CENTER AT GW. | $5,000 |
| SHOES THAT FIT | |||||||
| 1420 N CLAREMONT BLVD | CLAREMONT | CA | 91711 | N/A | 501(C) (3) | TO PROVIDE GENERAL OPERATING SUPPORT | $50,000 |
| TEAM RUBICON | |||||||
| 214 MAIN STREET 354 | EL SEGUNDO | CA | 90245 | N/A | 501(C) (3) | TO PROVIDE GENERAL OPERATING SUPPORT; MOTHER'S DAY GIFT IN HONOR OF MARILYN B. LEBOVITZ | $1,800 |
| THE TIKVAH FUND | |||||||
| 165 E 56TH | NEW YORK | NY | 10022 | N/A | 501(C) (3) | TO PROVIDE SUPPORT FOR THE CENTER FOR JEWISH CLASSICAL EDUCATION | $375,000 |
| THE TIKVAH FUND | |||||||
| 165 E 56TH | NEW YORK | NY | 10022 | N/A | 501(C) (3) | TO PROVIDE SUPPORT FOR THE CENTER FOR JEWISH CLASSICAL EDUCATION | $375,000 |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 SOUTH STREET STE 700 | BOSTON | MA | 02111 | N/A | 501(C) (3) | TO PROVIDE GENERAL OPERATING SUPPORT FOR FAIRPLAY | $100,000 |
| UATX UATX CENTER FOR POLITIC | |||||||
| PO BOX 13491 | AUSTIN | TX | 78711 | N/A | 501(C) (3) | FOR THE UATX CENTER FOR POLITICS, ECONOMICS AND APPLIED HISTORY | $500,000 |
| UNIVERSITY OF BUFFALO FOUNDATION INC | |||||||
| PO BOX 900 | BUFFALO | NY | 14226 | N/A | 501(C) (3) | FOR DR. ARTHUR M EDELMAN'S RESEARCH PROGRAM | $200,000 |
| VENTOUX PARTNERSHIP NETWORK DBA VERTEX PARTNERSHIP | |||||||
| 230 E 124TH ST APT 4C | NEW YORK | NY | 10035 | N/A | 501(C) (3) | TO OFFSET ANY DOWNSIDE FROM DROP IN ENROLLMENT | $100,000 |
| VENTOUX PARTNERSHIP NETWORK DBA VERTEX PARTNERSHIP | |||||||
| 230 E 124TH ST APT 4C | NEW YORK | NY | 10035 | N/A | 501(C) (3) | TO HELP CLOSE THE REMAINING $2 MILLION NEEDED TO COVER THE PERIOD BEFORE THE ENTIRE NETWORK CAN SUSTAIN ITSELF ON PUBLIC DOLLARS | $125,000 |
| VENTOUX PARTNERSHIP NETWORK DBA VERTEX PARTNERSHIP | |||||||
| 230 E 124TH ST APT 4C | NEW YORK | NY | 10035 | N/A | 501(C) (3) | TO HELP CLOSE THE REMAINING $2 MILLION NEEDED TO COVER THE PERIOD BEFORE THE ENTIRE NETWORK CAN SUSTAIN ITSELF ON PUBLIC DOLLARS | $125,000 |
| RALSTON COLLEGE | |||||||
| 110 WEST GASTON ST | SAVANNAH | GA | 31401 | N/A | 501(C) (3) | TO SUPPORT EDUATION | $600,000 |
| RALSTON COLLEGE | |||||||
| 110 WEST GASTON ST | SAVANNAH | GA | 31401 | N/A | 501(C) (3) | TO SUPPORT EDUCATION | -$600,000 |
| AMERICAN FRIENDS OF LUBAVITCH | |||||||
| 2110 LEROY PL NW | WASHINGTON | DC | 20008 | N/A | 501(C) (3) | TO PROVIDE GENERAL OPERATING SUPPORT | $5,000 |
| AMERICAN FRIENDS OF LUBAVITCH | |||||||
| 2110 LEROY PL NW | WASHINGTON | DC | 20008 | N/A | 501(C) (3) | TO PROVIDE GENERAL OPERATING SUPPORT | -$5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,320,300 | 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 | $1,622,047 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,341,107 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,963,154 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,963,154 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY XX9335 | FMV | $75,195,949 | $70,771,999 |
| NRMA, LLC | FMV | $3,000,000 | $4,302,982 |
| PERCEPTIVE LIFE SCIENCES OFFSHORE FUND LTD | FMV | $6,950,000 | $15,575,881 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS TIMING ADJUSTMENTS | Desc |
| Amt | $67,010 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FIDELITY ADVISORY FEES | $417,917 | $417,917 | $0 |
| LEGAL FEE | $62,497 | $0 | $0 |
| JPM MANAGEMENT FEES | $100,000 | $0 | $0 |
| BANK FEES | $15 | $0 | $0 |
| EVENT FEE | $8,363 | $0 | $0 |
| CONSULTING WORK | $9,000 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE INCOME | Desc |
| Amt | $44,826 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH EDELMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY 27TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPARTMENT OF LAW | $3,000 | $0 | $0 |
| FOREIGN TAXES PAID | $26,361 | $26,361 | $0 |
| FEDERAL Q1 2021 ESTIMATE | $105,000 | $0 | $0 |
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