EDELMAN FAM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EDELMAN FAM FOUNDATION (EIN 37-6624335)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-09
- IRS object ID
- 202222829349100102
- 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
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-09T13:37:04-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204553256 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINER WEALTH ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY 27TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376624335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDELMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARINER WEALTH ADVISORS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDEL | BusinessNameControlTxt |
| Phone | 2128695900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY FL 27 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH EDELMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128695900 | PhoneNum |
| Signature | 2022-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | EDELMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER KOEHLER | PreparerPersonNm |
| PTIN | P00644039 | PTIN |
| Phone | 2128695900 | PhoneNum |
| Preparation | 2022-10-09 | PreparationDt |
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 | 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 | $130,970,453 | 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 | $25,001,247 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,259,532 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,259,532 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,140,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,539,288 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,140,454 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,401,233 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,399,986 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,025 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $420,769 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $375,741 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $453,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $391,766 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,185,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,185,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,638,294 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $391,766 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,185,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,762,939 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,008,220 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,754,397 | CashBOYAmt |
| Cash EOY | $32,935,227 | CashEOYAmt |
| Cash EOYFMV | $32,935,227 | CashEOYFMVAmt |
| Other Investments BOY | $61,082,775 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $69,831,168 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $98,035,226 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $81,837,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,766,395 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,970,453 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $81,837,172 | RetainedEarningBOYAmt |
| Retained Earning EOY | $102,766,395 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,837,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $102,766,395 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,837,172 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $102,766,395 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,837,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,762,939 | ExcessRevenueOverExpensesAmt |
| Other Increases | $166,284 | OtherIncreasesAmt |
| Subtotal | $102,766,395 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $102,766,395 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| FIDELITY XX9335 - CAPITAL GAINS DISTRIBUTIONS | P | $1,271,091 | $1,271,091 | $1,271,091 | ||
| FIDELITY XX9335 | P | $5,531,389 | $369,161 | $369,161 | 2021-12-31 | $5,162,228 |
| FIDELITY XX9335 | P | $8,736,808 | $1,500,202 | $1,500,202 | 2021-12-31 | $7,236,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,140,454 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,714 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,714 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,714 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $105,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $120,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $64,286 | OverpaymentAmt |
| Applied To ES Tax | $64,286 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARINER WEALTH ADVISORS | IndividualWithBooksNm |
| Phone | 2128695900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY - 27TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH EDELMAN | ||||||||
| 1500 BROADWAY 27TH FLOOR | NEW YORK | NY | 10036 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN H LEBOVITZ-EDELMAN | ||||||||
| 1500 BROADWAY 27TH FLOOR | NEW YORK | NY | 10036 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $71,057,254 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,527,844 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,753,206 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $106,338,304 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $106,338,304 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,595,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $104,743,229 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,237,161 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,237,161 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,714 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,714 | TotalTaxAmt |
| Distributable Before Adj | $5,181,447 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,181,447 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,181,447 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,185,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,185,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,181,447 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $481,594 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,651,774 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,133,368 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,185,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,181,447 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,003,553 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,136,921 | 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 | $6,136,921 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $481,594 | ExcessFromYear2Amt |
| Excess From Year1 | $2,651,774 | ExcessFromYear1Amt |
| Excess From Current Year | $3,003,553 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH EDELMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACUMEN FUND INC | |||||||
| 40 WORTH STREET SUITE 303 | NEW YORK | NY | 10013 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE ORGANIZATION'S GLOBAL PROGRAMS SERVING LOW-INCOME COMMUNITIES IN DEVELOPING COUNTRIES. | $300,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR THE ADVANCEMENT OF HUMAN RIGHTS AND GENERAL AID TO THE DEVELOPING WORLD. | $500,000 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR THE ADVANCEMENT OF HUMAN RIGHTS AND GENERAL AID TO THE DEVELOPING WORLD. | $300,000 |
| BROWN UNIVERSITY | |||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | N/A | 501(C) (3) | FOR EDUCATIONAL RESEARCH AND SCHOLARSHIP FUNDING. | $800,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR THE ADVANCEMENT OF WOMEN'S REPRODUCTIVE RIGHTS. | $300,000 |
| CHARITYWATER | |||||||
| 40 WORTH STREET SUITE 829 | NEW YORK | NY | 10013 | N/A | 501(C) (3) | TO PROVIDE SUPPORT WITH SUPPLYING WATER TO IMPOVERISHED COMMUNITIES AND DEVELOPING NATIONS. | $20,000 |
| CHARLEY'S FUND INC | |||||||
| 635 MAIN STREET SUITE 3 | GREAT BARRINGTON | MA | 01230 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE DUCHENNE PROGRAM AT UMASS MEDICAL SCHOOL TO ACCELERATE RESEARCH AND THE DEVELOPMENT OF NEW TREATMENTS FOR MUSCULAR DYSTROPHY IN CHILDREN. | $100,000 |
| CHARLEY'S FUND INC | |||||||
| 635 MAIN STREET SUITE 3 | GREAT BARRINGTON | MA | 01230 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE DUCHENNE PROGRAM AT UMASS MEDICAL SCHOOL TO ACCELERATE RESEARCH AND THE DEVELOPMENT OF NEW TREATMENTS FOR MUSCULAR DYSTROPHY IN CHILDREN. | $200,000 |
| CHEWONKI FOUNDATION | |||||||
| 485 CHEWONKI NECK RD | WICASSET | ME | 04578 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO CHILDREN AND TRANSFORMATIVE GROWTH | $50,000 |
| DEGREGORIO FAMILY FOUNDATION | |||||||
| PO BOX 236 | PLEASANTVILLE | NY | 10570 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR SCIENTIFIC RESEARCH INTO GASTROINTESTINAL MALIGNANCIES | $25,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR NEIGHBORS FACING HUNGER | $50,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION | |||||||
| 510 WALNUT ST SUITE 1250 | PHILADELPHIA | PA | 19106 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO ASSISTING THOSE LEARN ABOUT THEIR RIGHTS AND HOW TO PROTECT THEM | $200,000 |
| FRESH START SURGICAL GIFTS | |||||||
| 2011 PALOMAR AIRPORT RD STE 206 | CARLSBAD | CA | 92011 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO DISADVANTAGED INFANTS, CHILDREN AND TEENS WITH PHYSICAL DEFORMITIES | $50,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR SPECIAL SURGERY | $540,000 |
| MATT'S PROMISE FOUNDATION | |||||||
| 600 THIRD AVENUE | NEW YORK | NY | 10016 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TOWARDS SUICIDE PREVENTION AND AWARENESS EFFORTS. | $15,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE METROPOLITAN MUSEUM OF ART AND THEIR EDUCATIONAL PROGRAMS. | $10,000 |
| MSI UNITED STATES | |||||||
| PO BOX 35528 | WASHINGTON | DC | 20033 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT OF THE ORGANIZATION'S EFFORTS TO HELP VULNERABLE WOMEN IN DEVELOPING NATIONS SECURE BASIC RIGHTS AND ASSIST WITH DECISION MAKING. | $200,000 |
| NOLS FUND | |||||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR THE ORGANIZATION'S SCHOLARSHIP FUNDING AND ADVANCEMENT OF STUDENT EDUCATION. | $25,000 |
| OPERATION SMILE | |||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THOSE IN NEED | $20,000 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR THE SCIENTIFIC RESEARCH AND ADVANCEMENT OF TREATMENT FOR PROSTATE CANCER. | $200,000 |
| SUNRISE DAY CAMP | |||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR CHILDREN | $1,000 |
| SUSIE'S SENIOR DOGS | |||||||
| PO BOX 20334 | NEW YORK | NY | 10011 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TOWARDS EFFORTS OF RESCUING ABANDONED OR ABUSED ANIMALS FROM HARMFUL ENVIRONMENTS. | $2,000 |
| UC SAN DIEGO FOUNDATION - COLLEGE MENTAL HEALTH PROGRAM | |||||||
| 9500 GILMAN DRIVE - MC-0940 | LA JOLLA | CA | 92093 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO UCSDF AND THE ADVANCEMENT OF EDUCATIONAL DEVELOPMENT OF MENTAL HEALTH ISSUES OF COLLEGE STUDENTS. | $180,000 |
| WEILL CORNELL MEDICINE | |||||||
| 1300 YORK AVENUE ROOM F-113 | NEW YORK | NY | 10065 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE MEDICAL COLLEGE PROMOTING THE MEDICAL RESEARCH PROGRAMS. | $33,000 |
| HETERODOX ACADEMY | |||||||
| 82 NASSAU STREET 646 | NEW YORK | NY | 10038 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE ACADEMY PROMOTING DIVERSITY ON COLLEGE CAMPUSES. | $200,000 |
| NEW YORK GENOME CENTER INC | |||||||
| 101 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE NEW YORK GENOME CENTER TO HOST PUBLIC LECTURES BY RENOWNED SCIENTISTS, CLINICIANS, AND RESEARCHERS. | $1,000,000 |
| THE FOUNDATION AGAINST INTOLERANCE & RACISM CO UNITED CHARITABLE | |||||||
| 8201 GREENSBORO DRIVE SUITE 702 | TYSONS | VA | 22102 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT IN EDUCATING CIVIL RIGHTS AND LIBERTIES FOR ALL AMERICANS. | $500,000 |
| THE FOUNDATION AGAINST INTOLERANCE & RACISM CO UNITED CHARITABLE | |||||||
| 8201 GREENSBORO DRIVE SUITE 702 | TYSONS | VA | 22102 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT IN EDUCATING CIVIL RIGHTS AND LIBERTIES FOR ALL AMERICANS. | $500,000 |
| TEAM RUBICON | |||||||
| 214 MAIN STREET 354 | EL SEGUNDO | CA | 90245 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE ORGANIZATION SPECIALIZING IN DISASTER RESPONSE. | $100,000 |
| TEAM RUBICON | |||||||
| 214 MAIN STREET 354 | EL SEGUNDO | CA | 90245 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE ORGANIZATION SPECIALIZING IN DISASTER RESPONSE. | $100,000 |
| IRA SOHN CONFERENCE FOUNDATION INC | |||||||
| 1732 1ST AVENUE 20395 | NEW YORK | NY | 10128 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE FOUNDATION DEDICATED TO SUPPORTING INNOVATIVE INITIATIVES TO CURE AND TREAT TODAYS PUBLIC HEALTH PRIORITIES. | $25,000 |
| TEACHING MATTERS INC | |||||||
| 475 RIVERSIDE DR SUITE 1600 | NEW YORK | NY | 10115 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO TEACHERS DEVELOPMENT | $10,000 |
| SHARE OUR STRENGTH (NO KID HUNGRY) | |||||||
| PO BOX 75475 | BALTIMORE | MD | 21275 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO END CHILDHOOD HUNGER AND POVERTY IN THE UNITED STATES. | $100,000 |
| STEPHEN WISE FREE SYNAGOGUE | |||||||
| 30 WEST 68TH STREET | NEW YORK | NY | 10023 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO A REFORM SYNAGOGUE | $18,000 |
| STEPHEN WISE FREE SYNAGOGUE | |||||||
| 30 WEST 68TH STREET | NEW YORK | NY | 10023 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE REFORM SYNAGOGUE | $180,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | |||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOCUSED ON DOMESTIC POLICY AND URBAN AFFAIRS | $250,000 |
| PARENTS UNITE INC | |||||||
| 2000 W PARK DRIVE | WESTBOROUGH | MA | 01581 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO ENSURE THAT INDEPENDENT SCHOOLS PROMOTE A CULTURE THAT VALUES AND PRIORITIZES TRUE DIVERSITY. | $18,000 |
| VENTOUX PARTNERSHIP NETWORK DBA VERTEX PARTNERSHIP | |||||||
| 230 E 124TH ST APT 4C | NEW YORK | NY | 10035 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO WORK ON EDUCATION ISSUES. | $250,000 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO RESEARCH GOVERNMENT, POLITICS, ECONOMICS, AND SOCIAL WELFARE. | $250,000 |
| ONE VOICE | |||||||
| 1700 WOODLANDS DRIVE STE 100 | MAUMEE | OH | 43537 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO MAKE LIFE CHANGING IMPACTS IN THE COMMUNITY. | $8,000 |
| PROSTATE ACTION INC | |||||||
| 229 EAST 79TH STREET SUITE 1A | NEW YORK | NY | 10075 | N/A | 501(C) (3) | TO PROVIDE SUPPORT TOWARDS MEDICAL RESEARCH AND THE ADVANCEMENT OF MEDICAL TREATMENT FOR PROSTATE CANCER DIAGNOSIS. | $50,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION | |||||||
| 510 WALNUT ST SUITE 1250 | PHILADELPHIA | PA | 19106 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO ASSISTING THOSE LEARN ABOUT THEIR RIGHTS AND HOW TO PROTECT THEM | $100,000 |
| PARENTS DEFENDING EDUCATION | |||||||
| 4532 LEE HWY SUITE 119 | ARLINGTON | VA | 22207 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO DEFEND EDUCATION | $200,000 |
| VITAL EDGE PROGRAM | |||||||
| PO BOX 2221 | SAG HARBOR | NY | 11963 | N/A | 501(C) (3) | TO PROVIDE SUPPORT FOR THE MALI MIDWIVES PROGRAM | $10,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE METROPOLITAN MUSEUM OF ART AND THEIR EDUCATIONAL PROGRAMS. | $30,000 |
| FRIENDS SEMINARY | |||||||
| 222 EAST 16TH ST | NEW YORK | NY | 10003 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO ACADEMIC PROGRAMS AND STUDENT EDUCATION AND DEVELOPMENT | $20,000 |
| HARVARD LAW SCHOOL | |||||||
| 1033 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT INTO THE PROGRAM'S EDUCATIONAL ADVANCEMENT AS IT RELATES TO THE HARVARD LAW SCHOOL'S PROGRAM ON INTERNATIONAL LAW AND ARMED CONFLICT. | $100,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE METROPOLITAN MUSEUM OF ART AND THEIR EDUCATIONAL PROGRAMS. | $10,000 |
| DEGREGORIO FAMILY FOUNDATION | |||||||
| PO BOX 20334 | PLEASANTVILLE | NY | 10570 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR SCIENTIFIC RESEARCH INTO GASTROINTESTINAL MALIGNANCIES | $25,000 |
| COVENANT HOUSE | |||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | N/A | 501(C) (3) | TO PROVIDE GENERAL CHARITABLE SUPPORT TO THE ORGANIZATION'S CHARITABLE FUNDRAISING AND EVENTS. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,185,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,259,532 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,140,454 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,399,986 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,399,986 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOSEPH EDELMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY XX9335 | FMV | $59,881,168 | $73,597,975 |
| NRMA, LLC | FMV | $3,000,000 | $4,061,565 |
| PERCEPTIVE LIFE SCIENCES OFFSHORE FUND LTD | FMV | $6,950,000 | $20,375,686 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $375,741 | $375,741 | $0 |
| MARKETING EXPENSE | $3,538 | $0 | $0 |
| MANAGEMENT FEES | $41,370 | $0 | $0 |
| BANK FEES | $120 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONTAXABLE INCOME | $33,000 |
| COST BASIS TIMING ADJUSTMENTS | $133,284 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH EDELMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY 27TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPARTMENT OF LAW | $1,500 | $0 | $0 |
| FOREIGN TAXES PAID | $16,025 | $16,025 | $0 |
| FEDERAL Q1 2021 ESTIMATE | $15,000 | $0 | $0 |
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