CARL MARKS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CARL MARKS FOUNDATION INC (EIN 13-6169215)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-01
- IRS object ID
- 202210609349100616
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-01T13:33:59-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136169215 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Carl Marks Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | andrew m boas | PersonNm |
| Person Title | co-president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | andrew m | PersonFirstNm |
| Person Last | boas | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,513,185 | 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 | $729 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $729 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $360,714 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $360,714 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,352,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,930,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,352,025 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,006 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,716,474 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,713,468 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $80,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $80,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,158 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,158 | PensionEmplBnftDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,600 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $30,889 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $205 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,684 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $134,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $205 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,342 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,257,640 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,257,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,391,787 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $205 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,374,982 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $324,687 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,713,263 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $660,902 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,466,963 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,466,963 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,326,542 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,845,168 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,046,222 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,987,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,312,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,513,185 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,987,444 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,312,131 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,987,444 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,312,131 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,987,444 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,312,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,987,444 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $324,687 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,312,131 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,312,131 | 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 |
| Gross Sales Price | $1,930,172 | GrossSalesPriceAmt |
| Cost Or Other Basis | $578,147 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,352,025 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,352,025 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,352,025 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,814 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,814 | SubtotalAmt |
| Tax Based On Investment Income | $23,814 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $24,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $586 | OverpaymentAmt |
| Applied To ES Tax | $586 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| Andrew M Boas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Pres, Dir, Chairman | 1.0 | $0 | $0 | $0 |
| Carol A Boas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Dir | 1.0 | $0 | $0 | $0 |
| Carol L Boas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Assistant Treas, Dir | 1.0 | $0 | $0 | $0 |
| Rick Boas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP, Vice Chair | 1.0 | $0 | $0 | $0 |
| Mark Claster | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Pres, Dir | 1.0 | $0 | $0 | $0 |
| Susan B Claster | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP, Vice Chair | 1.0 | $0 | $0 | $0 |
| Kate Liebman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 20.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN SHANKMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 RIVERSIDE AVE STE 202A | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Program Admin | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $80,500 | CompensationAmt |
| 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 | $19,159,606 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,189,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,349,244 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,349,244 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $305,239 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,044,005 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,002,200 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,002,200 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,814 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,814 | TotalTaxAmt |
| Distributable Before Adj | $978,386 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $978,386 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $978,386 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,374,982 | 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 | $1,374,982 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,374,982 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $978,386 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,637,144 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,251,862 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,489,473 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,638,381 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,591,450 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,608,310 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,374,982 | QualifyingDistributionsAmt |
| Applied To Current Year | $978,386 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $396,596 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,004,906 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,637,144 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,367,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,251,862 | ExcessFromYear4Amt |
| Excess From Year3 | $1,489,473 | ExcessFromYear3Amt |
| Excess From Year2 | $1,638,381 | ExcessFromYear2Amt |
| Excess From Year1 | $1,591,450 | ExcessFromYear1Amt |
| Excess From Current Year | $396,596 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Andrew M Boas | ContributingManagerNm |
| Contributing Manager | Mark Claster | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY FOR JEWISH RELIGION | |||||||
| 28 WELLS AVE | YONKERS | NY | 10701 | N/A | PC | Charitable Event | $3,600 |
| AMERICAN FRIENDS OF SHALVA ISRAEL INC | |||||||
| 315 FIFTH AVE 6TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $25,000 |
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO | |||||||
| 225 EAST CHICAGO AVE BOX 4 | CHICAGO | IL | 60611 | N/A | PC | Endowed Emergency Fund for Patients and Families and Critical Care Research Disparities Fund | $97,290 |
| ARBOR BROTHERS INC | |||||||
| 56 EAST 126TH ST 1 | NEW YORK | NY | 10035 | N/A | PC | General & Unrestricted | $10,000 |
| BE THE MATCH FOUNDATION | |||||||
| 500 N 5TH ST | MINNEAPOLIS | MN | 55401 | N/A | PC | 2021 Vaccine Study Fund | $15,000 |
| BE THE MATCH FOUNDATION | |||||||
| 500 N 5TH ST | MINNEAPOLIS | MN | 55401 | N/A | PC | General & Unrestricted | $7,000 |
| BERNARD M BARUCH COLLEGE | |||||||
| ONE BERNARD BARUCH WAY BOX A-1603 | NEW YORK | NY | 10010 | N/A | GOV | The Zicklin School of Business, Graduate School | $500 |
| CHERRY CREEK SCHOOLS FOUNDATION | |||||||
| 4700 SOUTH YOSEMITE ST SUITE 1 | GREENWOOD VILLAGE | CO | 80111 | N/A | PC | General & Unrestricted | $50,000 |
| CLASP HOMES INC | |||||||
| 246 POST RD E | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $5,000 |
| CONNECTICUT FOOD BANK INC | |||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | N/A | PC | General & Unrestricted | $6,000 |
| CONNECTICUT ZOOLOGICAL SOCIETY INC | |||||||
| 1875 NOBLE AVE | BRIDGEPORT | CT | 06610 | N/A | PC | General & Unrestricted | $5,000 |
| CORNELL UNIVERSITY | |||||||
| 260 DAY HALL | ITHACA | NY | 14853 | N/A | PC | Cornell University Prison Education Program | $1,000 |
| CORNELL UNIVERSITY - COLLEGE OF VETERINARY MEDICIN | |||||||
| PO BOX 37334 | BOONE | IA | 50037 | N/A | PC | Patient Assistance Program and Chester Hartenstein DVM' 45 Memorial Lecture Series | $10,000 |
| CYPRESS HILLS LOCAL DEVELOPMENT CORPORATION INC | |||||||
| 625 JAMAICA AVE | BROOKLYN | NY | 11208 | N/A | PC | College Persistence Program | $35,000 |
| DOULA PROGRAM TO ACCOMPANY AND COMFORT INC | |||||||
| 55 EXCHANGE PL STE 402 | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $5,000 |
| DRUGS FOR NEGLECTED DISEASESINITIATIVE NORTH AMERI | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $2,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | General & Unrestricted | $5,000 |
| EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE OF BEN | |||||||
| 7802 BAY PKWY | BROOKLYN | NY | 11214 | N/A | PC | General & Unrestricted | $56,000 |
| ENCOURAGE KIDS FOUNDATION | |||||||
| 1560 BROADWAY STE 600 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $2,500 |
| FACING HISTORY AND OURSELVES NATIONAL FOUNDATION | |||||||
| 150 BROADWAY STE 2100 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $2,500 |
| FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC | |||||||
| 40 RICHARDS AVE | NORWALK | CT | 06854 | N/A | PC | General & Unrestricted | $2,000 |
| FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC | |||||||
| 40 RICHARDS AVE | NORWALK | CT | 06854 | N/A | PC | Social Ventures Partners Fund | $5,000 |
| FAIRFIELD UNIVERSITY | |||||||
| 1073 N BENSON ROAD | FAIRFIELD | CT | 06824 | N/A | PC | Regina A. Quick Center 30th Anniversary Fund | $500 |
| FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFI | |||||||
| 4200 PARK AVE SUITE 300 | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $15,000 |
| FIGURE SKATING IN HARLEM INC | |||||||
| 361 WEST 125TH ST 4TH FLOOR | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $31,000 |
| FIVER CHILDRENS FOUNDATION INC | |||||||
| 519 8TH AVE 24TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $35,000 |
| FORDHAM UNIVERSITY | |||||||
| 45 COLUMBUS AVE 8TH FL | NEW YORK | NY | 10023 | N/A | PC | Fordham Law School Feerick Center/Dilley Program | $10,000 |
| FRIENDS OF BAXTER STATE PARK | |||||||
| PO BOX 322 | BELFAST | ME | 04915 | N/A | PC | General & Unrestricted | $2,000 |
| FRIENDS OF LANE | |||||||
| 2501 W ADDISON ST | CHICAGO | IL | 60618 | N/A | PC | Senior Graduation Fund | $1,000 |
| FRIENDS OF THE CHILDREN NEW YORK | |||||||
| PO BOX 1649 | NEW YORK | NY | 10026 | N/A | PC | General & Unrestricted | $35,000 |
| FRIENDS OF THE NORWALK RIVER VALLEY TRAIL INC | |||||||
| PO BOX 174 | GEORGETOWN | CT | 06829 | N/A | PC | General & Unrestricted | $250 |
| GABBY KRAUSE FOUNDATION | |||||||
| 7200 S ALTON WAY STE B130 | CENTENNIAL | CO | 80112 | N/A | PC | General & Unrestricted | $1,200 |
| GO PHILANTHROPIC CHARITABLE FUND | |||||||
| PO BOX 601 | CONIFER | CO | 80433 | N/A | PC | Fund for books, Softies Program and computers | $10,000 |
| HOFSTRA UNIVERSITY | |||||||
| 126 HOFSTRA UNIVERSITY MEMORIAL HAL | HEMPSTEAD | NY | 11549 | N/A | PC | Hofstra Law School Child and Family Advocacy Program | $100,000 |
| HOMES WITH HOPE INC | |||||||
| 59 MYRTLE AVE | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $6,000 |
| IMPACTISRAEL INC | |||||||
| 4340 EAST-W HWY STE 202 | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $1,800 |
| IMPACTISRAEL INC | |||||||
| 4340 EAST-W HWY STE 202 | BETHESDA | MD | 20814 | N/A | PC | Graduate Program | $50,000 |
| INSTITUTE OF NOETIC SCIENCES | |||||||
| 101 SAN ANTONIO RD | PETALUMA | CA | 94952 | N/A | PC | General & Unrestricted | $2,000 |
| INTERFAITH NUTRITION NETWORK | |||||||
| 211 FULTON AVE | HEMPSTEAD | NY | 11550 | N/A | PC | General & Unrestricted | $1,000 |
| JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION | |||||||
| 30 S MERIDIAN ST STE 200 | INDIANAPOLIS | IN | 46204 | N/A | PC | IUDM program sponsored by Riley Childrens Foundation | $1,500 |
| JEWISH FAMILY SERVICE OF STAMFORD INC | |||||||
| 196 GREYROCK PL | STAMFORD | CT | 06901 | N/A | PC | General & Unrestricted | $5,000 |
| JEWISH HOME LIFECARE MANHATTAN | |||||||
| 120 W 106TH ST | NEW YORK | NY | 10025 | N/A | PC | Geriatric Career Development Program | $35,000 |
| JEWISH MUSEUM | |||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | N/A | PC | Charitable Event | $2,500 |
| JUNIOR ACHIEVEMENT USA - GREATER FAIRFIELD COUNTY | |||||||
| 835 MAIN ST | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $2,000 |
| LACEY HORWITCH SCHOLARSHIP FOUNDATION | |||||||
| 3216 HIGHLAND RD | NORTHBROOK | IL | 60062 | N/A | PC | General & Unrestricted | $1,000 |
| LANE TECH SOFTBALL BOOSTER CLUB | |||||||
| 5259 N LA CROSSE AVE | CHICAGO | IL | 60630 | N/A | PC | General & Unrestricted | $1,000 |
| LEARNING ALLY | |||||||
| 20 ROSZEL RD | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $7,000 |
| LEUKEMIA & LYMPHOMA SOCIETY - CONNECTICUT WESTCHES | |||||||
| 3 LANDMARK SQ STE 330 | STAMFORD | CT | 06901 | N/A | PC | General & Unrestricted | $2,500 |
| LEUKEMIA RESEARCH FOUNDATION INC | |||||||
| 191 WAUKEGAN RD | NORTHFIELD | IL | 60093 | N/A | PC | General & Unrestricted | $1,000 |
| LIGHT MY WAY CAREER DAY INC | |||||||
| 336 CENTRAL PARK W APT 11B | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $5,000 |
| MAKE THE ROAD NEW YORK | |||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | N/A | PC | General & Unrestricted | $10,000 |
| MARCH OF DIMES FOUNDATION | |||||||
| 112 TPKE ROAD STE 300 | WESTBOROUGH | MA | 01581 | N/A | PC | in support of the Yale School of Medicine Community Van | $1,000 |
| MARIA DROSTE COUNSELING SERVICES | |||||||
| 171 MADISON AVE STE 400 | NEW YORK | NY | 10016 | N/A | PC | Charitable Event | $2,000 |
| MARIA DROSTE COUNSELING SERVICES INC | |||||||
| 1354 HANCOCK ST STE 209 | QUINCY | MA | 02169 | N/A | PC | General & Unrestricted | $2,000 |
| NEW HEIGHTS YOUTH INC | |||||||
| 2472 BROADWAY PMB 112 | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $31,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE 2ND FL | NEW HYDE PARK | NY | 11042 | N/A | PC | House Calls Program and Long Island Jewish Home Health Program | $8,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE 2ND FL | NEW HYDE PARK | NY | 11042 | N/A | PC | 2020 Cohen Children's Circle Golf Classic Fund | $5,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE 2ND FL | NEW HYDE PARK | NY | 11042 | N/A | PC | Feinstein Institutes for Medical Research | $15,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE 2ND FL | NEW HYDE PARK | NY | 11042 | N/A | PC | Katz Institute for Women's Health | $10,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE 2ND FL | NEW HYDE PARK | NY | 11042 | N/A | PC | Research Fund | $70,000 |
| POSITIVE DIRECTIONS-THE CENTER FOR PREVENTION AND | |||||||
| 90 POST ROAD W | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 |
| PROSPECTS OPPORTUNITY AND ENRICHMENT INC | |||||||
| 25 PROSPECT ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $1,500 |
| PROTEUS FUND INC | |||||||
| 15 RESEARCH DR STE B | AMHERST | MA | 01002 | N/A | PC | Third Wave Fund | $15,000 |
| ROCKING THE BOAT INC | |||||||
| 812 EDGEWATER RD | BRONX | NY | 10474 | N/A | PC | General & Unrestricted | $35,000 |
| ROGER WILLIAMS UNIVERSITY | |||||||
| 1 OLD FERRY RD | BRISTOL | RI | 02809 | N/A | PC | General & Unrestricted | $7,500 |
| ROW NEW YORK INC | |||||||
| 163 AMSTERDAM AVE STE 1108 | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $31,000 |
| SERRV INTERNATIONAL INC | |||||||
| 532 BALTIMORE BLVD STE 409 | WESTMINSTER | MD | 21157 | N/A | PC | General & Unrestricted | $1,500 |
| SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA | |||||||
| PO BOX 63966 | PHILADELPHIA | PA | 19147 | N/A | PC | General & Unrestricted | $2,000 |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | Wildfire Project | $30,000 |
| SOLIDAIRE NETWORK | |||||||
| 52 CRESCENT AVE APT 1 | MALDEN | MA | 02148 | N/A | PC | Pooled Fund - Aligned Giving Strategy (AGS) for the Movement for Black Lives | $20,000 |
| SOLIDAIRE NETWORK | |||||||
| 52 CRESCENT AVE APT 1 | MALDEN | MA | 02148 | N/A | PC | Annual Fund | $40,000 |
| SOUTH EAST CONSORTIUM FOR SPECIAL SERVICES INC | |||||||
| 740 W BOSTON POST RD | MAMARONECK | NY | 10543 | N/A | PC | General & Unrestricted | $10,000 |
| STAR FOUNDATION INC | |||||||
| 182 WOLFPIT AVE | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $3,000 |
| STREETSQUASH INC | |||||||
| 40 WEST 116TH ST | NEW YORK | NY | 10026 | N/A | PC | General & Unrestricted | $35,000 |
| THE CONSERVATIVE SYNAGOGUE INC | |||||||
| 30 HILLSPOINT RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $50,000 |
| THE CONSERVATIVE SYNAGOGUE INC | |||||||
| 30 HILLSPOINT RD | WESTPORT | CT | 06880 | N/A | PC | Kol Nidre Appeal Fund | $10,000 |
| THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC | |||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $7,500 |
| TIDES FOUNDATION | |||||||
| PO BOX 399389 | SAN FRANCISCO | CA | 94139 | N/A | PC | 2106F Movement Voter Fund | $20,000 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | General & Unrestricted | $30,000 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | Annual Fund | $15,000 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | the NY Lions Fund | $6,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $10,000 |
| UNIVERSITY OF PENNSYLVANIA SCHOOL OF NURSING | |||||||
| 418 CURIE BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | General & Unrestricted | $2,500 |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | |||||||
| 184 ELDRIDGE ST 3RD FL | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $2,000 |
| WILDERNESS ON WHEELS FOUNDATION | |||||||
| PO BOX 1007 | WHEAT RIDGE | CO | 80034 | N/A | PC | General & Unrestricted | $2,500 |
| WILTON LIBRARY ASSOCIATION INCORPORATED | |||||||
| 137 OLD RIDGEFIELD RD | WILTON | CT | 06897 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,257,640 | 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 | $729 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $360,714 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,352,025 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,006 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,716,474 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,716,474 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARON FOCUSED GROWTH FD INSTI | $819,134 | $3,668,170 |
| BERKSHIRE HATHAWAY INC. CLASS | $610,384 | $2,223,360 |
| CRIMSON WINE GROUP, LTD | $90,550 | $227,860 |
| CUBAN ELECTRIC CO | ||
| FRANCISCO IND INC | $1,767 | $96,624 |
| JEFFERIES GROUP INC | $5,863,003 | $12,958,380 |
| KANSAS CITY SOUTHERN | $372,895 | $4,817,290 |
| OVINTIV INC | $87,435 | $54,538 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $29,806 | $29,806 | |
| Bank Charges | $205 | $205 | |
| Postage/Delivery Service | $128 | $128 | |
| State or Local Filing Fees | $750 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $3,006 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $200 |
| 990-PF Estimated Tax for 2021 | $16,400 |
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