PERRY & DONNA GOLKIN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PERRY & DONNA GOLKIN FAMILY FOUNDATION (EIN 13-3928587)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-10-05
- IRS object ID
- 202332789349100028
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-05T16:18:04-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554021844 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133928587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERRY & DONNA GOLKIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KKR FIN SVS CO LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERR | BusinessNameControlTxt |
| Phone | 2122719933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1345 SIXTH AVE 15 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PERRY GOLKIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122719933 | PhoneNum |
| Signature | 2023-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PERRY | PersonFirstNm |
| Person Last | GOLKIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTINA RASMUSSEN | PreparerPersonNm |
| PTIN | P00143920 | PTIN |
| Phone | 6123974000 | PhoneNum |
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 | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,247,921 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $22,635 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,635 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $480,148 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $480,148 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,272,277 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,869,521 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,506,027 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,775,060 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,008,810 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $55,270 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,270 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,305 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $805 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,575 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,075 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,444,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,444,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,532,025 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,075 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,445,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,243,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,972,735 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,481,448 | CashBOYAmt |
| Cash EOY | $3,440,336 | CashEOYAmt |
| Cash EOYFMV | $3,440,336 | CashEOYFMVAmt |
| Corporate Stock BOY | $18,639,503 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,923,650 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,807,585 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $20,120,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,363,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,247,921 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $20,120,951 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,363,986 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,120,951 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,363,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,120,951 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,363,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,120,951 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,243,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,363,986 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,363,986 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-12-01 | AcquiredDt |
| Sold | 2022-11-30 | SoldDt |
| Gross Sales Price | $3,869,521 | GrossSalesPriceAmt |
| Cost Or Other Basis | $363,494 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,506,027 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,506,027 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,506,027 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,506,027 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,221 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,221 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,221 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $58,522 | 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 | $58,522 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,301 | OverpaymentAmt |
| Applied To ES Tax | $3,301 | 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 | 0 | 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 | PERRY GOLKIN CO KKR FIN SVS CO | IndividualWithBooksNm |
| Phone | 2122719933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LLC 1345 SIXTH AVE 15FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10105 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| DONNA GOLKIN | |||||||||
| C/O KKR FINANCIAL SERVICES CO LLC | 1345 SIXTH AVE 15TH FLOOR | NEW YORK | NY | 10105 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PERRY GOLKIN | |||||||||
| C/O KKR FINANCIAL SERVICES CO LLC | 1345 SIXTH AVE 15TH FLOOR | NEW YORK | NY | 10105 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GREGORY W GOLKIN | |||||||||
| C/O KKR FINANCIAL SERVICES CO LLC | 1345 SIXTH AVE 15TH FLOOR | NEW YORK | NY | 10105 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DORIE C GOLKIN | |||||||||
| C/O KKR FINANCIAL SERVICES CO LLC | 1345 SIXTH AVE 15TH FLOOR | NEW YORK | NY | 10105 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID L GOLKIN | |||||||||
| C/O KKR FINANCIAL SERVICES CO LLC | 1345 SIXTH AVE 15TH FLOOR | NEW YORK | NY | 10105 | TRUSTEE | 0.00 | $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 | $33,018,852 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,458,753 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,477,605 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,477,605 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $547,164 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,930,441 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,796,522 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,796,522 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,221 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,221 | TotalTaxAmt |
| Distributable Before Adj | $1,741,301 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,741,301 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,741,301 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,445,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,445,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,741,301 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $76,990 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $660,597 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $159,205 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $896,792 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,445,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,445,950 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $295,351 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $295,351 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $601,441 | 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 | $601,441 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $442,236 | ExcessFromYear3Amt |
| Excess From Year1 | $159,205 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PERRY GOLKIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACHILLES INTERNATIONAL | ||||||
| 315 WEST 39TH STREET | NEW YORK | NY | 10018 | PC | GENERAL PURPOSE | $72,000 |
| ACHILLES INTERNATIONAL | ||||||
| 315 WEST 39TH STREET | NEW YORK | NY | 10018 | PC | GENERAL PURPOSE | $50,000 |
| CARNEGIE HILL NEIGHBORS | ||||||
| 1326 MADISON AVENUE | NEW YORK | NY | 10128 | PC | GENERAL PURPOSE | $5,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | GENERAL PURPOSE | $25,000 |
| EQUAL JUSTICE FOUNDATION | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $4,000 |
| FREEDOM SERVICES DOGS OF AMERICA | ||||||
| 7193 S DILLON CT | ENGLEWOOD | CO | 80112 | PC | GENERAL PURPOSE | $1,000 |
| FREEDOM SERVICES DOGS OF AMERICA | ||||||
| 7193 S DILLON CT | ENGLEWOOD | CO | 80112 | PC | GENERAL PURPOSE | $500 |
| FRIENDS OF THE UPPER EAST SIDE | ||||||
| 966 LEXINGTON AVENUE 3E | NEW YORK | NY | 10021 | PC | GENERAL PURPOSE | $500 |
| FRIENDS OF THE UPPER EAST SIDE | ||||||
| 966 LEXINGTON AVENUE 3E | NEW YORK | NY | 10021 | PC | GENERAL PURPOSE | $500 |
| GARY SINISE FOUNDATION | ||||||
| 2029 CENTURY PARK EAST NO 1500 | LOS ANGELES | CA | 90067 | PC | GENERAL PURPOSE | $1,000 |
| GIRLS WHO INVEST INC | ||||||
| 142 WEST 57TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | PC | GENERAL PURPOSE | $100,000 |
| GRANT MONUMENT ASSOCIATION INC | ||||||
| 161-19 HORACE HARDING EXPY | FLUSHING | NY | 11365 | PC | GENERAL PURPOSE | $200 |
| GREENWICH LAND TRUST | ||||||
| 370 ROUND HILL ROAD | GREENWICH | CT | 06831 | PC | GENERAL PURPOSE | $250 |
| GREENWICH LAND TRUST | ||||||
| 370 ROUND HILL ROAD | GREENWICH | CT | 06831 | PC | GENERAL PURPOSE | $250 |
| GREENWICH LIBRARY | ||||||
| 101 WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | GENERAL PURPOSE | $500 |
| GREENWICH PROFESSIONAL FIREFIGHTERS | ||||||
| 166 PINE CREEK AVE | FAIRFIELD | CT | 06824 | PC | GENERAL PURPOSE | $200 |
| INNER CITY SCHOLARSHIP FUND | ||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | PC | GENERAL PURPOSE | $22,200 |
| JACKIE ROBINSON FOUNDATION INC | ||||||
| 75 VARICK STREET 2ND FL | NEW YORK | NY | 10013 | PC | GENERAL PURPOSE | $20,000 |
| JAZZ AT LINCOLN CENTER | ||||||
| 3 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | PC | GENERAL PURPOSE | $46,750 |
| JAZZ AT LINCOLN CENTER | ||||||
| 3 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | PC | GENERAL PURPOSE | $100,000 |
| NEW YORK COMMON PANTRY | ||||||
| 8 EAST 109TH STREET | NEW YORK | NY | 10029 | PC | GENERAL PURPOSE | $500 |
| NYC PARTNERSHIP FOUNDATION | ||||||
| ONE BATTERY PARK PLAZA 5TH FL | NEW YORK | NY | 10004 | PC | GENERAL PURPOSE | $1,000 |
| PARK CHILDREN'S DAY SCHOOL | ||||||
| 4 W 76TH STREET | NEW YORK | NY | 10023 | PC | GENERAL PURPOSE | $1,000 |
| PRINCETON UNIVERSITY | ||||||
| PO BOX 5357 | NEW YORK | NY | 08543 | PC | GENERAL PURPOSE | $5,000 |
| RESTORE NYC INC | ||||||
| PO BOX 1003 BOWLING GREEN STATION | NEW YORK | NY | 10274 | PC | GENERAL PURPOSE | $10,000 |
| SOUTHERN TIER ZOOLOGICAL SOCIETY INC | ||||||
| 185 PARK AVENUE | BINGHAMTON | NY | 13903 | PC | GENERAL PURPOSE | $250 |
| ST BERNARD'S SCHOOL | ||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | PC | GENERAL PURPOSE | $7,500 |
| TEAM UP PHILLY | ||||||
| 111 FORREST AVENUE 3RD FLOOR | NARBERTH | PA | 19072 | PC | GENERAL PURPOSE | $100 |
| THE BETTER ANGELS SOCIETY INC | ||||||
| 5185 MACARTHUR BOULEVARD SUITE 570 | WASHINGTON | DC | 20016 | PC | GENERAL PURPOSE | $250,000 |
| THE BETTER ANGELS SOCIETY INC | ||||||
| 5185 MACARTHUR BOULEVARD SUITE 570 | WASHINGTON | DC | 20016 | PC | GENERAL PURPOSE | $250,000 |
| THE CHILD CENTER OF NEW YORK INC | ||||||
| 118-35 QUEENS BOULEVARD 6TH FL | FOREST HILLS | NY | 11375 | PC | GENERAL PURPOSE | $4,000 |
| THE FUND FOR PARK AVE | ||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL PURPOSE | $250 |
| THE SPENCE SCHOOL | ||||||
| 22 EAST 91ST STREET | NEW YORK | NY | 10128 | PC | GENERAL PURPOSE | $2,500 |
| THE SPENCE SCHOOL | ||||||
| 22 EAST 91ST STREET | NEW YORK | NY | 10128 | PC | GENERAL PURPOSE | $2,500 |
| THE TRUSTEES OF THE UNIVERSITY PENNSYLVANIA | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $15,000 |
| THE TRUSTEES OF THE UNIVERSITY PENNSYLVANIA | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $250,000 |
| THE TRUSTEES OF THE UNIVERSITY PENNSYLVANIA | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $25,000 |
| THE TRUSTEES OF THE UNIVERSITY PENNSYLVANIA | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $25,000 |
| THE TRUSTEES OF THE UNIVERSITY PENNSYLVANIA | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $50,000 |
| TRI-COUNTY SCHOLARSHIP FUND | ||||||
| 14 W MAIN ST | MENDHAM TOWNSHIP | NJ | 07945 | PC | GENERAL PURPOSE | $10,000 |
| VENTURE FOR AMERICA INC | ||||||
| 307 7TH AVENUE SUITE 1201 | NEW YORK | NY | 10001 | PC | GENERAL PURPOSE | $30,000 |
| WILLIAMS COLLEGE PARENTS FUND | ||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | PC | GENERAL PURPOSE | $5,000 |
| WORLD CENTRAL KITCHEN | ||||||
| 200 MASSACHUSETTS AVENUE NW 7TH FL | WASHINGTON | DC | 20001 | PC | GENERAL PURPOSE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,444,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,635 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $480,148 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,272,277 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,775,060 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,775,060 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $30,000 | Amt |
| Net Investment Income | $30,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,006 SHS ABBOTT LABORATORIES CMN | $121,842 | $108,225 |
| 950 SHS ABBVIE INC CMN | $99,408 | $153,121 |
| 1,116 SHS AMGEN INC | $220,753 | $319,622 |
| 20,783 SHS ALBEMARLE CORPORATION | $1,214,269 | $5,764,926 |
| 900 SHS AMAZON INC. | $139,199 | $86,886 |
| 650 SHS AMERICAN EXPRESS | $90,935 | $102,434 |
| 73,820 SHSAMPHENOL CORP | $1,953,319 | $5,937,343 |
| 2,084 SHS APPLE INC. | $254,383 | $308,495 |
| 29,518 SHS BANK OF AMERICA | $323,440 | $1,117,256 |
| 6,000 SHS COMCAST CORPORATION | $202,365 | $219,840 |
| 53,392 SHSFORTIS INC | $1,682,684 | $2,151,163 |
| 873 SHS GEORGE WESTON LIMITED | $64,401 | $109,438 |
| 9,000 SHS IDEX CORPORATION | $318,240 | $2,137,410 |
| 60,110 SHS LEGRAND HOLDINGS S.A. | $3,411,544 | $4,850,276 |
| 6,470 SHS LOBLAW COMPANIES LIMITED | $276,423 | $584,531 |
| 7,800 SHS MTU AERO ENGINES HOLDING AG | $1,414,327 | $1,627,880 |
| 773 SHS MICROSOFT CORP. | $180,511 | $197,223 |
| 727 SHS PACKAGING CORP OF AMERICA | $93,699 | $98,792 |
| 17,949 SHS PROCTER & GAMBLE COMPANY | $1,680,216 | $2,677,273 |
| 562 SHS REINSURANCE GROUP | $69,413 | $81,153 |
| 159 SHS SALESFORCE | $34,054 | $25,480 |
| 2,060 SHS S&P 500 | $936,754 | $839,821 |
| 495 SHS TESLA | $112,891 | $96,377 |
| 606 SHS TRAVELERS COMPAIES | $89,773 | $115,025 |
| 655 SHS PARAMOUNT GLOBAL INC (FORMERLY VIACOM INC) | $47,669 | $13,152 |
| 499 SHS WALT DISNEY | $96,888 | $48,837 |
| 24,340 SHSWELLS FARGO & CO. | $1,200,629 | $1,167,103 |
| 11,653 SHSWILLIS TOWERS WATSON | $1,593,621 | $2,868,503 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $150 | $150 | $0 | $0 |
| INTEREST CHARGES | $18 | $18 | $0 | $0 |
| FILING FEES | $1,500 | $0 | $0 | $1,500 |
| OTHER | $637 | $637 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX EXPENSE | $50,000 | $0 | $0 | $0 |
| FOREIGN TAX WITHHELD | $5,270 | $5,270 | $0 | $0 |
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