2023-11-13T19:40:51-06:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 200677535 S & L Marx Foundation % Foundation Source S&LM 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 James Better Treasurer 8008391754 2023-11-12 true James Better 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 90977105 X 0 X 85325 85325 2581224 2581224 2873761 31465576 2873555 350834 309471 5891144 5849575 171000 171000 11879 11879 169615 169615 102 102 58251 947 0 8237 8237 3571 3571 241355 98833 115306 664957 268550 0 309993 4699300 4699300 5364257 268550 0 5009293 526887 5581025 1500230 10374012 10374012 67712350 55077069 64330829 7302142 11591475 16271315 4737 3788 1896 949 949 76516618 77043505 90977105 0 0 X 76516618 77043505 76516618 77043505 76516618 77043505 76516618 526887 77043505 77043505 Publicly-traded Securities 31448501 28708087 2740414 2740414 Passthrough K1 Capital Gain/(Loss) 133276 ARLINGTONJV - ARLINGTON JOINT VENTURE P 2019-12-31 2022-12-30 1280 1280 BLOOMSYNDICA - BLOOMINGTON SYNDICATE P 2019-12-31 2022-12-30 15795 15930 -135 -135 2873555 77576 77576 77576 45462 0 29100 74562 X 0 3014 false false false false false true true false true true CT true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Charles Better Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 David Better Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 James Better Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Nancy M Better Foundation Source 501 Silverside Rd Wilmington DE 198091377 Executive Dir, Sec 40.0 171000 0 0 Sarah Better Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Leonard Marx Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Sylvia Marx Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 JP Morgan Chase 270 PARK AVENUE NEW YORK NY 10017 Investment Mgmt 169615 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative svcs 102843 78263413 5718742 16292239 100274394 0 100274394 1504116 98770278 4938514 4938514 77576 77576 4860938 4860938 4860938 5009293 0 0 0 0 5009293 4860938 1865420 2020 2019 2018 5009293 1865420 3143873 0 0 1717065 0 0 NONE X ABILIS INC 50 GLENVILLE ST GREENWICH CT 06831 N/A PC Abilis Annual Fund 5000 ADOPT A DOG INC PO BOX 11135 GREENWICH CT 06831 N/A PC Adopt a Dog Annual Fund 5000 ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVE BRONX NY 10461 N/A PC Einstein Aging Study Research Program 250000 ALBION COLLEGE 611 E PORTER ST ALBION MI 49224 N/A PC Hank Huth Scholarship Fund 1000 ALLIANCE FOR CANCER GENE THERAPY INC 96 CUMMINGS POINT RD STAMFORD CT 06902 N/A PC ACGT Cancer Research 5000 ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 225 N MICHIGAN AVE 17TH FL CHICAGO IL 60601 N/A PC Dementia Care Coordination Program in New England 75000 AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC 199 WATER ST 11TH FL NEW YORK NY 10038 N/A PC Institute of Environmental Sciences Scholarship Program 75000 ANDROSCOGGIN ALUMNI ASSOCIATION INC 601 W ST HARRISON NY 10528 N/A PC Camper Scholarships 5000 ANTI-DEFAMATION LEAGUE - SOUTHWEST REGION 4635 SW FREEWAY HOUSTON TX 77027 N/A PC ADL Programs in Connecticut 10000 AURELIA FOUNDATION PO BOX 82 PACIFIC PALISADES CA 90272 N/A PC Creative Steps Day Program Arts Fund 30000 BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVE 10TH FL NEW YORK NY 10017 N/A PC Education Program Expansion 60000 Boys and Girls Club of Greenwich 4 HORSENECK LN Greenwich CT 06830 N/A PC Strategic and Governance Consulting 14000 Boys and Girls Club of Greenwich 4 HORSENECK LN Greenwich CT 06830 N/A PC General & Unrestricted 1000 Boys and Girls Club of Greenwich 4 HORSENECK LN Greenwich CT 06830 N/A PC General Funding for Core Programs 1000 BREAST CANCER ALLIANCE INC 48 MAPLE AVE GREENWICH CT 06830 N/A PC BCA Annual Appeal 5000 BRUCE MUSEUM INC 1 MUSEUM DR GREENWICH CT 06830 N/A PC Educational Outreach and Cultural Programming 20000 BRUNSWICK SCHOOL INC 100 MAHER AVE GREENWICH CT 06830 N/A PC Horizons Enrichment Program Annual Fund 5000 BRUNSWICK SCHOOL INC 100 MAHER AVE GREENWICH CT 06830 N/A PC Brunswick Alumni Development Council 2000 BRUNSWICK SCHOOL INC 100 MAHER AVE GREENWICH CT 06830 N/A PC Horizons Summer Enrichment Program Endowment 250000 CAGV-EDUCATION FUND INC PO BOX 123 RIDGEFIELD CT 06877 N/A PC Educational Outreach to Prevent Gun Violence 10000 CAMPHILL VILLAGE U S A INC 84 CAMP HILL RD COPAKE NY 12516 N/A PC Healing Plant Garden Workspace Building Project 100000 CARAMOOR CENTER FOR MUSIC & THE ARTS INC 149 GIRDLE RIDGE RD KATONAH NY 10536 N/A PC Educational Outreach 5000 CHILD GUIDANCE CENTER OF SOUTHERN CT INC 103 W BROAD ST STAMFORD CT 06902 N/A PC Outdoor Treatment and Family Respite Area 125000 CHILD GUIDANCE CENTER OF SOUTHERN CT INC 103 W BROAD ST STAMFORD CT 06902 N/A PC General Operating Support 2500 CHILDRENS LEARNING CENTERS OF FAIRFIELD COUNTY INC 64 PALMERS HILL RD STAMFORD CT 06902 N/A PC Social & Emotional Learning and Family Engagement initiatives 75000 CHROMOSOME 18 REGISTRY AND RESEARCH SOCIETY 7155 OAKRIDGE SAN ANTONIO TX 78229 N/A PC Chromosome 18 Research and Patient Support 5000 CITY HARVEST INC 150 52ND ST BROOKLYN NY 11232 N/A PC City Harvest Annual Fund 3000 COFFEE FOR GOOD INC 48 MAPLE AVE GREENWICH CT 06830 N/A PC General Operating Support 2000 COLGATE UNIVERSITY Parents' Fund (obsolete) 13 OAK DR HAMILTON NY 13346 N/A PC Colgate University Annual Fund 2000 COMMUNITY MINDFULNESS PROJECT INCORPORATED PO BOX 1713 NEW CANAAN CT 06840 N/A PC Mindfulness programs for underserved populations 2500 CONNECTICUT COLLEGE 270 MOHEGAN AVE NEW LONDON CT 06320 N/A PC General support of Music Department 10000 CONNECTICUT NEWS PROJECT INC 1049 ASYLUM AVE HARTFORD CT 06105 N/A PC Funding for local share of Report for America reporting interns 25000 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVE STE 1100 N BETHESDA MD 20814 N/A PC Compass program for patient care assistance 50000 FAIR HAVEN COMMUNITY HEALTH CLINIC INC 374 GRAND AVE NEW HAVEN CT 06513 N/A PC Community Health and Wellness Programs 10000 FAMILY CENTERS INC 40 ARCH ST GREENWICH CT 06830 N/A PC Childcare and Literacy Programs 10000 FAMILY LEGAL CARE INC 32 COURT ST SUITE 1208 BROOKLYN NY 11201 N/A PC General Operating Support 1000 FERNWOOD COVE FOUNDATION 350 ISLAND POND RD HARRISON ME 04040 N/A PC Camper Scholarship Program 1000 FIGURE SKATING IN HARLEM INC 361 WEST 125TH ST 4TH FLOOR NEW YORK NY 10027 N/A PC General Program Support 1000 FILLING IN THE BLANKS INC 346 MAIN AVE STE 3A NORWALK CT 06851 N/A PC Program to fight childhood hunger in Fairfield County 2500 FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 N/A PC FIDF Annual Fund 5000 FSHD SOCIETY 75 NORTH MAIN ST 1073 RANDOLPH MA 02368 N/A PC General Research Support 5000 GATHER NEW HAVEN 470 JAMES ST 007 NEW HAVEN CT 06513 N/A PC Community Health and Wellness Programs 10000 GRAD BAG INC PO BOX 605 SCARSDALE NY 10583 N/A PC General Operating Support 2500 GRASSROOT SOCCER INC 15 LEBANON ST HANOVER NH 03255 N/A PC General Soccer Program Support 2500 GREENWICH ACADEMY INC 200 N MAPLE AVE GREENWICH CT 06830 N/A PC STEM Faculty Professional Development Fund 100000 GREENWICH ACADEMY INC 200 N MAPLE AVE GREENWICH CT 06830 N/A PC Greenwich Academy 2021-2022 Annual Fund 1000 GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED 1111 E PUTNAM AVE RIVERSIDE CT 06878 N/A PC GEMS Annual Fund 5000 GREENWICH HISTORICAL SOCIETY INC 47 STRICKLAND RD COS COB CT 06807 N/A PC Greenwich Historical Society Annual Fund 1000 GREENWICH HOSPITAL 5 PERRYRIDGE RD GREENWICH CT 06830 N/A PC Community Health Programs 30000 GREENWICH LIBRARY 101 W PUTNAM AVE GREENWICH CT 06830 N/A PC General Operating Support 5000 GREENWICH SYMPHONY ORCHESTRA INC PO BOX 35 GREENWICH CT 06836 N/A PC Cultural and educational programming 10000 HAND IN HAND AMERICAN FRIENDS OF CNTR FOR JEWISH-A PO BOX 80102 PORTLAND OR 97280 N/A PC Community Programming Initiative 12500 HARLEM ACADEMY 655 ST NICHOLAS AVE NEW YORK NY 10030 N/A PC New School Facility 100000 HARLEM ACADEMY 655 ST NICHOLAS AVE NEW YORK NY 10030 N/A PC General & Unrestricted 1000 HARLEM LACROSSE AND LEADERSHIP CORPORATION 8 W 126TH ST 3RD FL NEW YORK NY 10027 N/A PC General Program Support 3500 HARVARD BUSINESS SCHOOL PO BOX 412275 BOSTON MA 02241 N/A PC HBS Annual Fund 10000 HOSPITAL FOR SPECIAL SURGERY FUND INC 535 EAST 70TH ST NEW YORK NY 10021 N/A PC HSS General Operating Support 5000 IMPACT 100 FAIRFIELD COUNTY PO BOX 7666 GREENWICH CT 06836 N/A PC Grants program and scholarship fund 2500 ISRAEL LACROSSE ASSOCIATION INC 16 W 22ND ST NEW YORK NY 10010 N/A PC General Program Support 7500 JEWISH BOARD OF FAMILY & CHILDRENS SERVICES INC 135 WEST 50TH ST 6TH FLOOR NEW YORK NY 10020 N/A PC JBFCS General Support 2500 JEWISH FAMILY SERVICES OF GREENWICH INC 67 HOLLY HILL LN GREENWICH CT 06830 N/A PC Supermarketing for Seniors Program 5000 JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE 80 WALL ST NEW HAVEN CT 06511 N/A PC Facilities Renovation 100000 JUILLIARD SCHOOL 60 LINCOLN CENTER PLZ NEW YORK NY 10023 N/A PC Educational Outreach Programs 10000 LAKE WARAMAUG TASK FORCE INC 19 SACKETT HILL RD WARREN CT 06754 N/A PC Lake Waramaug Task Force Annual Fund 10000 LARCHMONT TEMPLE INC 75 LARCHMONT AVE LARCHMONT NY 10538 N/A PC General Program Support 2000 LEO BAECK INSTITUTE INC 15 W 16TH ST NEW YORK NY 10011 N/A PC Support of Archives 1800 LETS GET READY INC 82 NASSAU ST 61819 NEW YORK NY 10038 N/A PC Expansion of College Access and Success Program 100000 LIBERATION PROGRAMS INC 339 W AVE BRIDGEPORT CT 06604 N/A PC Grant for General Operating Support 2500 LINCOLN CENTER FOR THE PERFORMING ARTS INC PO BOX 22349 NEW YORK NY 10087 N/A PC Cultural and Educational Programs 6000 LYMAN ALLYN ART MUSEUM INC 625 WILLIAMS ST NEW LONDON CT 06320 N/A PC Lyman Allyn Annual Fund 1000 LYMPHOMA RESEARCH FOUNDATION WALL ST PLAZA 88 PINE ST NEW YORK NY 10005 N/A PC General Operating Support 3000 MARLBORO SCHOOL OF MUSIC INC 1528 WALNUT ST STE 301 PHILADELPHIA PA 19102 N/A PC Endowed fund in honor of Philip and Wendy Maneval 2500 MARLBORO SCHOOL OF MUSIC INC 1528 WALNUT ST STE 301 PHILADELPHIA PA 19102 N/A PC New Educational Facility 30000 MERRITT PARKWAY CONSERVANCY INC PO BOX 17072 STAMFORD CT 06907 N/A PC Merritt Parkway Conservation Efforts 1000 METROPOLITAN OPERA GUILD INC 70 LINCOLN CTR PLZ 6TH NEW YORK NY 10023 N/A PC General operating support grant 25000 MIANUS RIVER GORGE INC 167 MIANUS RIVER RD BEDFORD NY 10506 N/A PC Jim Todd Land purchase for conservation 50000 MORYS PRESERVATION INC 306 YORK ST NEW HAVEN CT 06511 N/A PC General Program Support 1000 MOUNT SINAI SCHOOL OF MEDICINE OF NEW YORK UNIVERS ONE GUSTAVE L LEVY PL BOX 1191 NEW YORK NY 10029 N/A PC Grant for Brookdale Department Palliative Care Program 5000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE NEW YORK NY 10017 N/A PC Support of MS Research Program 3000 NEADS INC PO BOX 1100 PRINCETON MA 01541 N/A PC Service Dog Training Program 5000 NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK W NEW YORK NY 10024 N/A PC NY Historical Society Annual Fund 1000 NEW YORK UNIVERSITY GROSSMAN SCHOOL OF MEDICINE ONE PARK AVE 5TH FL NEW YORK NY 10016 N/A PC Dermatology Department Research 5000 OLD ROAD FUND INC 47 BEECHCROFT RD GREENWICH CT 06830 N/A PC Educational Programs 5000 OPERATION HOPE OF FAIRFIELD INC 636 OLD POST RD FAIRFIELD CT 06824 N/A PC General operating support grant 3000 PANCREATIC CANCER ACTION NETWORK INC 1500 ROSECRANS AVE STE 200 MANHATTAN BCH CA 90266 N/A PC PanCAN Early Detection and Treatment Fund 5000 PIERPONT MORGAN LIBRARY 225 MADISON AVE NEW YORK NY 10016 N/A PC Exhibitions and Educational Programs 12500 PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC 345 WHITNEY AVE NEW HAVEN CT 06511 N/A PC Expansion of Telehealth and Teen Engagement Programs 50000 PRESIDENT AND FELLOWS OF HARVARD COLLEGE PO BOX 419209 BOSTON MA 02241 N/A PC Shorenstein Center Director's Initiative at Kennedy school 5000 PRESIDENT AND FELLOWS OF HARVARD COLLEGE - HARVARD PO BOX 419209 BOSTON MA 02241 N/A PC Harvard GSE Annual Fund 1000 PROJECT MAIN STREET INC 244 FIFTH AVE SUITE 2417 NEW YORK NY 10001 N/A PC General & Unrestricted 3000 PROJECT MUSIC 1127 HIGH RIDGE ROAD STE 167 STAMFORD CT 06905 N/A PC Support of music program for young students 2500 PURCHASE COLLEGE FOUNDATION 735 ANDERSON HILL RD PURCHASE NY 10577 N/A PC Purchase College Annual Fund 1000 PUTNAM-INDIAN FIELD SCHOOL INC 101 INDIAN FIELD RD GREENWICH CT 06830 N/A PC PIFS Annual Fund 1000 READ TO LEAD INC 123 WILLIAM ST 12TH FLOOR NEW YORK NY 10038 N/A PC Expansion of Social-Emotional Learning Skill Development program 75000 READING TEAM INC 2090 7TH AVE NEW YORK NY 10027 N/A PC Educational Programs 10000 ROYAL FAMILY PRODUCTIONS INC 145 W 46TH ST 3 NEW YORK NY 10036 N/A PC 2022 Production Season Grant 2500 SAVE THE CHILDREN FEDERATION INC 501 KINGS HWY EAST STE 400 FAIRFIELD CT 06825 N/A PC Childhood Literacy Programs 3000 SEEDS OF PEACE INC PO BOX 70372 NEWARK NJ 07101 N/A PC Educational Programs 3000 SHAKESPEARE ON THE SOUND INC 33 HIGHLAND AVE ROWAYTON CT 06853 N/A PC Educational Programs 5000 SHARP AGAIN NATURALLY INC PO BOX 713 LARCHMONT NY 10538 N/A PC Stay Sharp Small Group Coaching Program 15000 SHATTERPROOF A NONPROFIT CORP 101 MERRITT 7 CORPORATE PARK 1ST FL NORWALK CT 06851 N/A PC Grant to be matched for Stigma Reduction Initiative 10000 SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A PC General Operating Support 1500 SQUASH HAVEN INC 78 ASHMUN ST NEW HAVEN CT 06511 N/A PC After-School Education and Enrichment Program 10000 STAMFORD CENTER FOR THE ARTS INC 61 ATLANTIC ST STAMFORD CT 06901 N/A PC Educational Outreach Programs 7500 STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS 655 KNIGHT WAY STANFORD CA 94305 N/A PC BOLD Fellows Fund for Student Support 250000 STERLING & FRANCINE CLARK ART INST 225 S ST WILLIAMSTOWN MA 01267 N/A SO I Educational and Cultural Programs 10000 SUMMER CAMP INC 8 CHURCH ST BRIDGTON ME 04009 N/A PC Summer program for underserved girls 5000 TAFT SCHOOL CORPORATION 110 WOODBURY RD WATERTOWN CT 06795 N/A PC Renovations to ice hockey facilities 50000 TAFT SCHOOL CORPORATION 110 WOODBURY RD WATERTOWN CT 06795 N/A PC Annual Fund 2021-2022 1000 TEMPLE SHOLOM INC 300 E PUTNAM AVE GREENWICH CT 06830 N/A PC Kol Nidre Fund 2022 5000 TEMPLE SHOLOM INC 300 E PUTNAM AVE GREENWICH CT 06830 N/A PC Endowment Fund and Rabbi's Discretionary Fund 100000 THAMES VALLEY MUSIC SCHOOL 270 MOHEGAN AVECONNCOLLE BOX 5294 NEW LONDON CT 06320 N/A PC General Program Support 3000 THE ASPEN INSTITUTE INC 2300 N ST NW STE 700 WASHINGTON DC 20037 N/A PC General & Unrestricted 1000 THE CARNEGIE HALL CORPORATION 881 7TH AVENUE NEW YORK NY 10019 N/A PC Cultural and Educational Programming 25000 THE GREENWICH LAND TRUST INC 370 ROUND HILL RD GREENWICH CT 06831 N/A PC Greenwich Land Trust Conservation Programs 5000 THE METROPOLITAN MUSEUM OF ART 1000 FIFTH AVE NEW YORK NY 10028 N/A PC Metropolitan Museum American Wing 5000 THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC 383 MAIN AVE 5TH FL NORWALK CT 06851 N/A PC CureCloud Precision Medicine Research Program 75000 THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN 445 FIFTH AVE 4TH FLOOR NEW YORK NY 10016 N/A PC Educational and Cultural Programs 1000 THE SOUTHAMPTON FRESH AIR HOME PO BOX 244 SOUTHAMPTON NY 11969 N/A PC General & Unrestricted 1000 THE TREVOR PROJECT INC PO BOX 69232 WEST HOLLYWOOD CA 90069 N/A PC Grant for General Operating Support 2500 TRICKLE UP PROGRAM INC 31 WEST 34TH ST SUITE 7001 NEW YORK NY 10001 N/A PC General Operating Support of Trickle Up 1000 TRINITY COLLEGE 300 SUMMIT ST HARTFORD CT 06106 N/A PC Gift to 2022-2023 Annual Fund 5000 TRUSTEES OF COLUMBIA UNIVERSITY PO BOX 1523 NEW YORK NY 10008 N/A PC Weinberg Family Cerebal Palsy Center 3000 UJA FEDERATION OF GREENWICH 1 HOLLY HILL LN GREENWICH CT 06830 N/A PC UJA/Federation Annual Appeal 7500 WARREN LAND TRUST INC 50 CEMETERY RD WARREN CT 06754 N/A PC Warren Land Trust Annual Fund 1000 WARREN VOLUNTEER FIRE COMPANY INC 11 SACKETT HILL RD WARREN CT 06754 N/A PC Funds for purchase of new ambulance serving Town of warren 2500 WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH ST NW STE 500 WASHINGTON DC 20036 N/A PC Research and Education Programs 10000 WATERSIDE SCHOOL INC 770 PACIFIC ST STAMFORD CT 06902 N/A PC Run for Waterside Funding Support 1000 WATERSIDE SCHOOL INC 770 PACIFIC ST STAMFORD CT 06902 N/A PC Grant for Annual Fund support of school operations 10000 WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTOR 101 S INDEPENDENCE MALL E PHILADELPHIA PA 19106 N/A PC Education Programs 1000 WESTCHESTER ARC FOUNDATION INC 265 SAW MILL RIVER RD HAWTHORNE NY 10532 N/A PC Therapeutic arts program 55000 WILLIAMS COLLEGE 75 PARK ST WILLIAMSTOWN MA 01267 N/A PC Tutorial Endowment 150000 WILLIAMS COLLEGE 75 PARK ST WILLIAMSTOWN MA 01267 N/A PC Williams College Annual Fund 1000 WORLD CENTRAL KITCHEN INCORPORATED 200 MASSACHUSETTS AVE NW 7TH FL WASHINGTON DC 20001 N/A PC General Operating Support 2500 YALE CANCER CENTER PO BOX 7611 NEW HAVEN CT 06519 N/A PC Cancer Research 10000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC Data Science Library 1500000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC Yale Lacrosse Association 10000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC Dean Marvin Chun Fund for YC3 to support student mental health program 50000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC Yale Climate Fellows Program at Jackson Institute, led by paul simons 100000 YALE UNIVERSITY ART GALLERY PO BOX 208271 NEW HAVEN CT 06520 N/A PC YUAG Annual Fund 5000 YONKERS PARTNERS IN EDUCATION INC 92 MAIN ST SUITE 101 YONKERS NY 10701 N/A PC YPIE Scholars program 50000 4699300 14 85325 14 2581224 525990 206 18 2873555 K-1 Inc/Loss 525990 24735 14 309471 Federal Tax Refund 01 16628 24941 5866203 5891144 false false false false false false false false false false COMPUTER - MARX 2019-06-01 4737 2841 SL 5 947 0 SCHEDULE K-3S SCHEDULE K-3S Schedule K-3s: One or more partnerships have provided a schedule K-3 for the tax year in which they have checked one or more of the boxes in part I but not provided sufficient back-up information to allow the foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the foundation's inability to obtain such information and is not a willful attempt to withhold such information. FORMS 926 Forms 926 The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. APPLE INC 395681 2416698 BERKSHIRE HATHAWAY INC DEL CL 219968 1406133 BERKSHIRE HATHAWAY INC. CLASS 510677 1235600 BLACKROCK HIGH YIELD BOND PORT 1515795 1316755 COHEN & STEERS REAL ESTATE SEC 3487131 2515928 DOUBLELINE TOTAL RETURN BOND-R 903602 749600 EDGEWOOD GROWTH FUND INSTI 1365399 994900 FIDELITY 500 INDEX FUND 9532737 15173220 INVESCO QQQ TRUST 3139136 2972750 ISHARES CORE MSCI EMERGING MAR 3810199 3348810 ISHARES GOLD TR 783534 835521 ISHARES MSCI CHINA INDEX FUND 950934 733115 ISHARES MSCI INDIA ETF 659584 706533 ISHARES MSCI-JAPAN 2833633 2540497 ISHARES TRUST RUSSELL 1000 VAL 3416318 3584399 ISHARESLEHMAN 7-10YR 490151 479954 JPMORGAN MANAGED INCOME FUND I 1237875 1231704 MARKET VECTORS - GOLD MINERS E 1014607 712717 MATTHEWS CHINA INST 881451 659896 MICROSOFT CORP 400938 2398200 OIL SVC HLDRS TR 698108 1021304 PARNASSUS EQUITY INCOME FUND I 3725653 4436408 PIMCO COMMODITY PL STRAT INS 1219105 1049175 PIMCO TOTAL RETURN FUND 412969 349722 SCHWAB US TIPS 1174075 1022283 SELECT SECTOR SPDR-HEALTH CARE 2218958 2950934 SL GREEN RLTY CORP PFD SER I - 87824 80880 T. ROWE PRICE NEW ASIA FUND I 1453011 1182352 VANGUARD MID-CAP ETF 1899583 1934157 VANGUARD TOTAL BOND MARKET IND 4638433 4290684 17 WEST ORANGE REALTY CO 0 613017 26 EAST REALTY CORPORATION 0 955500 ARGIN REALTY CO., INC 0 777312 CLAYTON, DUBILIER & RICE FUND 1876977 1951614 CRP VIII (CARLYLE) PRVT INV OF 302740 635078 DARB REALTY CORPORATION 0 56011 ELMONT JOINT VENTURE 8054 12892 FORT LEE JOINT VENTURE 5255 5104 GENERAL ATLANTIC INV PRTNRS SC 1189243 1053459 ITHACA JOINT VENTURE 8608 15166 KESMAR REALTY CO., INC 0 277336 KINNEY HYBLA JOINT VENTURE 6813 44100 KOHLBERG PARTNERS IX, LP 2972151 4538957 MADISON SYNDICATE 849 2380 MANASSAS JOINT VENTURE 6266 22969 MELCO HYBLA JOINT VENTURE 8380 31500 MONTCAN REALTY CO., INC 0 114667 NEWBURY STREET PARTNERS 15340 36462 PETERS LAND SYNDICATE 15258 28263 RMWC DIRECT LENDING OPPORTUNIT 3371340 3339700 SEAFORD JOINT VENTURE 2700 12600 SLP VI PRIVATE INVESTORS OFFSH 1797127 1722330 STATE COLLEGE JOINT VENTURE 4374 24898 COMPUTER - MARX 4737 3788 949 949 Administrative Fees 102536 102536 Cell Phone Expense 5491 5491 Computers/Electronic Devices 3920 3920 Digital Subscriptions 159 159 Foundation Dues & Memberships 170 170 K-1 Exp ELMONT JOINT VENTURE 6 K-1 Exp KOHLBERG PARTNERS IX, 36572 9362 K-1 Exp RMWC DIRECT LENDING OP 89471 89471 Office Supplies 163 163 Payroll Processing Fees 1951 1951 Postage/Delivery Service 866 866 State or Local Filing Fees 50 50 K-1 Inc/Loss ARLINGTON JOINT VENTURE -2491 -2491 K-1 Inc/Loss BLOOMINGTON SYNDICATE 1144 1144 K-1 Inc/Loss ELMONT JOINT VENTURE 2547 2547 K-1 Inc/Loss FORT LEE JOINT VENTURE 797 797 K-1 Inc/Loss ITHACA JOINT VENTURE 1761 1761 K-1 Inc/Loss KINNEY HYBLA JOINT VENTURE 6397 6397 K-1 Inc/Loss KOHLBERG PARTNERS IX, LP 33613 8878 K-1 Inc/Loss MADISON SYNDICATE 464 464 K-1 Inc/Loss MANASSAS JOINT VENTURE 2327 2327 K-1 Inc/Loss MELCO HYBLA JOINT VENTURE 701 701 K-1 Inc/Loss NEWBURY STREET PARTNERS 5625 5625 K-1 Inc/Loss PETERS LAND SYNDICATE 4087 4087 K-1 Inc/Loss RMWC DIRECT LENDING OPPORTUNITIES FU 274719 274719 K-1 Inc/Loss SEAFORD JOINT VENTURE 1800 1800 K-1 Inc/Loss STATE COLLEGE JOINT VENTURE 715 715 Federal Tax Refund 16628 Investment Management Services 169615 169615 990-PF Estimated Tax for 2022 36800 990-PF Extension for 2021 18400 990-T Income Tax for 2021 2014 STATE INCOME TAX 2021 1037