MARK FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MARK FAMILY FOUNDATION (EIN 13-7052586)
Tax period
2020-12-01 to 2021-11-30
Filed
2022-04-12
IRS object ID
202211029349100811
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-04-12T13:52:26-05:00ReturnTs
Tax Period End2021-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1151 WEST 42ND STREET 19TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137052586EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARK FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MARK ASSET MANAGEMENTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARKBusinessNameControlTxt
Phone2125836001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1667 MADISON AVENUE 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMORRIS MARKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2125836001PhoneNum
Signature2022-04-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMORRISPersonFirstNm
Person LastMARKPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL WEIRETERPreparerPersonNm
PTINP00140887PTIN
Phone2123721000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$30,857,323FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,383,488ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$111,688DividendsRevAndExpnssAmt
Dividends Net Invst Incm$111,688DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,033,760NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$32,971,512GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,172,882CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$296OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$296OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$17,529,233TotalRevAndExpnssAmt
Total Net Invst Incm$8,284,867TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$6,227InterestRevAndExpnssAmt
Interest Net Invst Incm$6,227InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$41,115TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,593TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,541OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20,791OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$750OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$68,883TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,611TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,174,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,174,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,243,683TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,611TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,175,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,285,550ExcessRevenueOverExpensesAmt
Net Investment Income$8,256,256NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$306,820CashBOYAmt
Cash EOY$829,940CashEOYAmt
Cash EOYFMV$829,940CashEOYFMVAmt
Acct Rcvbl BOY$2,000AcctRcvblBOYAmt
Corporate Stock BOY$5,056,880CorporateStockBOYAmt
Corporate Stock EOY$18,516,658CorporateStockEOYAmt
Corporate Stock EOYFMV$29,190,433CorporateStockEOYFMVAmt
Other Investments BOY$200,000OtherInvestmentsBOYAmt
Other Investments EOY$200,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$836,950OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,565,700TotalAssetsBOYAmt
Total Assets EOY$19,546,598TotalAssetsEOYAmt
Total Assets EOYFMV$30,857,323TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$5,565,700RetainedEarningBOYAmt
Retained Earning EOY$19,546,598RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,565,700TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,546,598TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,565,700TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,546,598TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,565,700TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,285,550ExcessRevenueOverExpensesAmt
Other Increases$250OtherIncreasesAmt
Subtotal$19,851,500SubtotalAmt
Other Decreases$304,902OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,546,598TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$22,776,004$21,537,321$1,238,683$1,238,683
PUBLICLY TRADED SECURITIES$10,195,508$3,261,360$6,934,148$6,934,148
CASH IN LIEU$51$51P
FieldValueIRS element (for citing)
Capital Gain Net Income$8,172,882CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$114,762InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$114,762SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$114,762TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$17,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$2,081EsPenaltyAmt
Tax Due$99,843TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2123722515PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1667 MADISON AVENUE 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MORRIS MARK
C/O MARK ASSET MANAGEMENT 667MADISON AVENUE 9TH FLOORNEW YORKNY10021TRUSTEE0.50$0$0$0
SUSAN MARK
C/O MARK ASSET MANAGEMENT 667MADISON AVENUE 9TH FLOORNEW YORKNY10021TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECTCHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Description2N/ADescription2Txt
Expenses2$0Expenses2Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$21,249,850AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,347,269AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,597,119TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$22,597,119AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$338,957CashDeemedCharitableAmt
Net Vl Noncharitable Assets$22,258,162NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,112,908MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,112,908MinimumInvestmentReturnAmt
Tax Based On Investment Income$114,762TaxBasedOnInvestmentIncomeAmt
Total Tax$114,762TotalTaxAmt
Distributable Before Adj$998,146DistributableBeforeAdjAmt
Recoveries Qualfied Distri$250RecoveriesQualfiedDistriAmt
Distributable Before Ded$998,396DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$998,396DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,175,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,175,550QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,175,550AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$998,396DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$348,950ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$337,513ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$516,618ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$672,208ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$725,178ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,600,467TotalExcessDistributionCyovAmt
Qualifying Distributions$3,175,550QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$998,396AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,177,154RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,777,621TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$348,950ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,428,671ExcessDistriCyovToNextYrAmt
Excess From Year4$337,513ExcessFromYear4Amt
Excess From Year3$516,618ExcessFromYear3Amt
Excess From Year2$672,208ExcessFromYear2Amt
Excess From Year1$725,178ExcessFromYear1Amt
Excess From Current Year$2,177,154ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMORRIS MARKContributingManagerNm
Contributing ManagerSUSAN MARKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF THE ISRAEL MUSEUM
545 FIFTH AVENUE SUITE 920NEW YORKNY10017NONEPCGENERAL PURPOSE$30,000
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022NONEPCGENERAL PURPOSE$1,800
BRUCE AND MARSHA MOSKOWITZ FOUNDATION INC
223 SUNSET AVENUE SUITE 200PALM BEACHFL33480NONEPCGENERAL PURPOSE$10,000
CENTRAL SYNAGOGUE
123 EAST 55TH STREETNEW YORKNY10022NONEPCGENERAL PURPOSE$10,000
CITIZENS COMMITTEE FOR CHILDREN OF NEW YORK INC
14 WALL STREET SUITE 4ENEW YORKNY10005NONEPCGENERAL PURPOSE$500
DANA-FARBER CANCER INSTITUTE INC
450 BROOKLINE AVENUEBOSTONMA02215NONEPCGENERAL PURPOSE$5,000
GUILD HALL OF EAST HAMPTON INC
158 MAIN STREETEAST HAMPTONNY11937NONEPCGENERAL PURPOSE$110,000
HORACE MANN SCHOOL
231 WEST 246 STREETBRONXNY10471NONEPCGENERAL PURPOSE$150,000
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACENEW YORKNY10029NONEPCGENERAL PURPOSE$61,000
JEWISH FEDERATION OF PALM BEACH COUNTY INC
ONE HARVARD CIRCLE SUITE 100WEST PALM BEACHFL33409NONEPCGENERAL PURPOSE$10,000
LINCOLN CENTER FOR THE PERFORMING ARTS INC
70 LINCOLN CENTER PLAZANEW YORKNY10023NONEPCGENERAL PURPOSE$300,000
NYU LANGONE HEALTH
ONE PARK AVENUE 5TH FLOORNEW YORKNY10016NONEPCDEVELOPMENT OF NEW PRECISION MEDICINE DIVISION OF THE NYU LANGONE MEDICAL CENTER$1,000,000
NYU LANGONE HEALTH
ONE PARK AVENUE 5TH FLOORNEW YORKNY10016NONEPCGENERAL PURPOSE$500,000
PALM BEACH COUNTRY CLUB FOUNDATION INC
760 N OCEAN BOULEVARDPALM BEACHFL33480NONEPCGENERAL PURPOSE$2,500
PARK AVENUE SYNAGOGUE
50 EAST 87TH STREETNEW YORKNY10128NONEPCGENERAL PURPOSE$224,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUE SUITE 3CAMBRIDGEMA02138NONEPCGENERAL PURPOSE$125,000
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLOORNEW YORKNY10003NONEPCGENERAL PURPOSE$25,000
TOWN OF PALM BEACH UNITED WAY INC
44 COCOANUT ROW SUITE M201PALM BEACHFL33480NONEPCGENERAL PURPOSE$3,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET SUITE 305PHILADELPHIAPA19104NONEPCGENERAL PURPOSE$7,000
UJA-FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022NONEPCGENERAL PURPOSE$100,000
WEILL MEDICAL SCHOOL
1300 YORK AVENUENEW YORKNY10065NONEPCGENERAL PURPOSE$500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,174,800TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NYU LANGONE HEALTHBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PARK AVENUE 5TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeDEVELOPMENT OF NEW PRECISION MEDICINE DIVISION OF THE NYU LANGONE MEDICAL CENTERGrantOrContributionPurposeTxt
Amt$4,000,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$4,000,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$111,688ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,033,760ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Exclusion01ExclusionCd
Exclusion$296ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,145,745ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,145,745TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
MARK 2017 CLAT
1C/O MARK ASSET MANAGEMENT 667 MADISNEW YORKNY10021$193,190Yes (X)
MORRIS AND SUSAN MARK
2C/O MARK ASSET MANAGEMENT 667 MADISNEW YORKNY10021$14,190,298Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2PUBLICLY TRADED SECURITIES$5,064,5272020-12-02
2PUBLICLY TRADED SECURITIES$4,092,9172020-12-17
2PUBLICLY TRADED SECURITIES$5,032,8542021-10-02

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
604 ADOBE SYSTEMS INC$179,834$404,589
2,894 AIRBNB INC-CLASS A$509,691$499,331
328 ALPHABET INC-CL A$282,805$930,847
6,245 ALTIMETER GROWTH CORP$73,058$79,436
525 AMAZON.COM INC$1,220,899$1,841,212
854 AMERICAN TOWER$120,864$224,158
12,028 APPLE COMPUTER INC$923,579$1,988,228
822 ASML HOLDINGS$473,639$650,621
2,098 BIONTECH SE-ADR$585,799$737,951
2,887 BLOCK INC$684,006$601,449
1,883 BOEING CO$394,200$372,552
9,087 CHARLES SCHWAB CORP.$340,195$703,243
20,992 CLIFFS NATURAL RESOURCES INC$453,882$427,187
2,293 CROWDSTRIKE HOLDINGS INC - A$379,913$497,902
1,720 DENALI THERAPEUTICS INC$87,311$79,567
4,479 DISNEY WALT CO$636,491$649,008
1,341 ELECTRONIC ARTS$172,290$166,579
970 GENERAL ELECTRIC CO$79,784$92,140
1,282 GOLDMAN SACHS GROUP INC$503,213$488,429
2,242 MARTIN MARIETTA MATERIALS$575,949$904,670
11,000 MGM RESORTS INTERNATIONAL$283,582$435,380
1,240 MICRON TECHNOLOGY$85,685$104,160
7,085 MICROSOFT CORPORATION$1,431,470$2,342,230
912 MODERNA INC$241,252$321,416
9,959 MORGAN STANLEY$544,555$944,312
898 NETFLIX, INC.$431,892$576,426
18,962 NEXTDOOR HOLDINGS INC$219,287$215,219
7,785 NVIDIA CORPORATION$900,836$2,543,827
6,440 PFIZER INC$288,450$346,021
64 PJT PARTNERS INC - A$2,833$4,869
6,050 QUALCOMM INC.$619,945$1,092,388
280 RIVIAN AUTOMOTIVE INC$27,848$33,533
1,890 ROBLOX CORP$197,360$238,329
199 SHOPIFY INC - CLASS A$296,897$302,836
3,056 SIMON PROPERTY GROUP INC$318,757$467,079
1,761 SOLAREDGE TECHNOLOGIES INC$537,838$577,185
3,500 TAIWAN SEMI CONDUCTOR$392,941$410,025
2,472 TAKE TWO INTERACTIVE SOFTWARE INC$347,162$410,056
2,762 TESLA MOTORS INC$1,209,591$3,161,827
2,429 TWITTER INC$149,908$106,730
6,391 ZSCALER INC$1,311,167$2,217,486

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBARON USA PARTNERS FUND, LTDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$200,000BookValueAmt
EOYFMV$836,950EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENT ON DONATED SECURITIESDesc
Amt$304,902Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NEW YORK STATE FILING FEE$750$0$750
CUSTODY AND BANK FEE$20,791$20,791$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Revenue And Expenses Per Books$296RevenueAndExpensesPerBooksAmt
Net Investment Income$296NetInvestmentIncomeAmt
Adjusted Net Income$296AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR CHECK NOT CASHEDDesc
Amt$250Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$1,593$1,593$0
EXCISE TAX PAID$39,522$0$0

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