CARL MARKS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CARL MARKS FOUNDATION INC (EIN 13-6169215)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-27
- IRS object ID
- 202521479349100122
- Schema version
- 2023v6.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-27T12:18:14-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | 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 BOAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,009,075 | 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 | $70,926 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70,926 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $579,629 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $579,629 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $205 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $205 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $650,760 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $650,760 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $93,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $93,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,240 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $18,240 | PensionEmplBnftDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,600 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $458 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $458 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,433 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,278 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $160,731 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $151,976 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $792,391 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $792,391 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $953,122 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $944,367 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$302,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $650,605 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,084,060 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,781,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,781,698 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,738,755 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,738,755 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,227,377 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,822,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,520,453 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,009,075 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,822,815 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,520,453 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,822,815 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,520,453 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,822,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,520,453 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,822,815 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$302,362 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,520,453 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,520,453 | 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 | $205 | GrossSalesPriceAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $205 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $205 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $205 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,043 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,043 | SubtotalAmt |
| Tax Based On Investment Income | $9,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,620 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,320 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $277 | OverpaymentAmt |
| Applied To ES Tax | $277 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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, 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, 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 | 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 | $93,000 | CompensationAmt |
| Employee Benefits | $10,735 | EmployeeBenefitsAmt |
| 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 | $27,224,418 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,964,909 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,189,327 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,189,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $437,840 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,751,487 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,437,574 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,437,574 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,043 | TotalTaxAmt |
| Distributable Before Adj | $1,428,531 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,428,531 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,428,531 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $944,367 | 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 | $944,367 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,428,531 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,638,381 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,591,450 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $396,596 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $197,730 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,824,157 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $944,367 | QualifyingDistributionsAmt |
| Applied To Current Year | $944,367 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $484,164 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $484,164 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,339,993 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,154,217 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,185,776 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,591,450 | ExcessFromYear4Amt |
| Excess From Year3 | $396,596 | ExcessFromYear3Amt |
| Excess From Year2 | $197,730 | ExcessFromYear2Amt |
| 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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION INC | |||||||
| 55 EAST MONROE ST 3420 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $25,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQ | BOSTON | MA | 02129 | N/A | PC | A Mountain Classroom & General Fund | $60,000 |
| BRIDGEPORT HOSPITAL FOUNDATION INC | |||||||
| 267 GRANT ST | BRIDGEPORT | CT | 06610 | N/A | PC | Fay Fund | $20,000 |
| BROWN DAILY HERALD INC | |||||||
| PO BOX 2538 | PROVIDENCE | RI | 02906 | N/A | PC | Herald Financial Assistance Program Scholarship Fund | $1,110 |
| CHERRY CREEK SCHOOLS FOUNDATION | |||||||
| 4700 SOUTH YOSEMITE ST SUITE 1 | GREENWOOD VILLAGE | CO | 80111 | N/A | PC | General & Unrestricted | $60,000 |
| CHILDRENS MEMORIAL HOSPITAL | |||||||
| 225 EAST CHICAGO AVE BOX 4 | CHICAGO | IL | 60611 | N/A | PC | Enhancing Multidisciplinary Care for Medically Complex Patients/Program in Inflammation, Immunity and the Microbiome | $97,030 |
| CHURCH OF ST PAUL AND ST ANDREW UNITED METHODIST | |||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | West Side Campaign Against Hunger | $1,000 |
| DRUGS FOR NEGLECTED DISEASES INITIATIVE NORTH AMER | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $3,000 |
| EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE OF BEN | |||||||
| 7802 BAY PKWY | BROOKLYN | NY | 11214 | N/A | PC | General & Unrestricted | $16,667 |
| ENCOURAGE KIDS FOUNDATION | |||||||
| 1560 BROADWAY STE 600 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $3,000 |
| FOOD BANK OF LOWER FAIRFIELD COUNTY INC | |||||||
| 461 GLENBROOK RD | STAMFORD | CT | 06906 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF BAXTER STATE PARK | |||||||
| PO BOX 322 | BELFAST | ME | 04915 | N/A | PC | General & Unrestricted | $2,500 |
| FRIENDS OF THE NORWALK RIVER VALLEY TRAIL INC | |||||||
| PO BOX 174 | GEORGETOWN | CT | 06829 | N/A | PC | General & Unrestricted | $500 |
| FUTURES WITHOUT VIOLENCE | |||||||
| 100 MONTGOMERY ST | SAN FRANCISCO | CA | 94129 | N/A | PC | General & Unrestricted | $6,500 |
| GABBY KRAUSE FOUNDATION | |||||||
| 7200 S ALTON WAY STE A180 | CENTENNIAL | CO | 80112 | N/A | PC | General & Unrestricted | $1,200 |
| GO PHILANTHROPIC CHARITABLE FUND | |||||||
| 350 W00LSTON RD | PITTSFORD | NY | 14534 | N/A | PC | General & Unrestricted | $11,000 |
| HEARTBEAT OPERA LTD | |||||||
| 509 MADISON AVE STE 2300 | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $1,000 |
| HOMES WITH HOPE INC | |||||||
| PO BOX 631 | WESTPORT | CT | 06881 | N/A | PC | General & Unrestricted | $3,500 |
| HOPE FOR HAITI INC | |||||||
| 1021 5TH AVE N | NAPLES | FL | 34102 | N/A | PC | General & Unrestricted | $5,000 |
| HOUSATONIC HABITAT FOR HUMANITY | |||||||
| 51 AUSTIN ST | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $8,000 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | Steven M. Podos, M.D. Symposium and Lectureship | $10,000 |
| IMPACTISRAEL INC | |||||||
| 200 HIGHLAND AVE STE 301 | NEEDHAM | MA | 02494 | N/A | PC | General & Unrestricted | $3,600 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $25,000 |
| LACEY HORWITCH SCHOLARSHIP FOUNDATION | |||||||
| 2400 WOODLAWN RD | NORTHBROOK | IL | 60062 | N/A | PC | General & Unrestricted | $1,000 |
| LEARNING ALLY | |||||||
| 20 ROSZEL RD | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $8,000 |
| MORRYS CAMP INC | |||||||
| 1 GATEWAY PLZ STE 1D | PORT CHESTER | NY | 10573 | N/A | PC | General & Unrestricted | $50,000 |
| MYRIAD USA INC | |||||||
| 551 FIFTH AVE SUITE 2400 | NEW YORK | NY | 10176 | N/A | PC | Antonia's Books, to estblish Antonia's Advocacy Organization for Unwed Mothers | $60,500 |
| NATIONAL TAY SACHS & ALLIED DISEASES ASSOCIATION I | |||||||
| 2001 BEACON ST STE 204 | BRIGHTON | MA | 02135 | N/A | PC | Katie and Allie Buryk Research Fund | $10,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | N/A | PC | General & Unrestricted | $1,500 |
| NMDP FOUNDATION | |||||||
| 500 N 5TH ST | MINNEAPOLIS | MN | 55401 | N/A | PC | Patient Assistance Fund | $50,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE 2ND FL | NEW HYDE PARK | NY | 11042 | N/A | PC | visiting physicians & visiting nurses | $9,500 |
| NURSE FAMILY PARTNERSHIP | |||||||
| 1900 GRANT ST NO 400 | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $9,000 |
| OPERATION FUEL INC | |||||||
| 75 CHARTER OAK AVE STE 2-240 | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $6,500 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | General & Unrestricted | $15,000 |
| PAUL SMITHS COLLEGE OF ARTS AND SCIENCES | |||||||
| PO BOX 265 | PAUL SMITHS | NY | 12970 | N/A | PC | John Dillon Park | $3,000 |
| PROJECT MORRY PROPERTIES INC | |||||||
| 1 GATEWAY PLAZA STE 1D | PORT CHESTER | NY | 10573 | N/A | PC | General & Unrestricted | $50,000 |
| PROSPECTS OPPORTUNITY AND ENRICHMENT INC | |||||||
| 25 PROSPECT ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $1,500 |
| SERRV INTERNATIONAL INC | |||||||
| 532 BALTIMORE BLVD STE 409 | WESTMINSTER | MD | 21157 | N/A | PC | General & Unrestricted | $2,500 |
| SEVA FOUNDATION | |||||||
| 1786 5TH ST | BERKELEY | CA | 94710 | N/A | PC | Eye Care Services for Tibetan-Origin Populations in Nepal | $49,284 |
| TEMPLE ISRAEL WESTPORT INC | |||||||
| 14 COLEYTOWN RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $5,000 |
| THE BARUCH COLLEGE FUND | |||||||
| ONE BERNARD BARUCH WAY BOX A-1603 | NEW YORK | NY | 10010 | N/A | PC | Sidney Mishkin Gallery | $1,000 |
| THE CONSERVATIVE SYNAGOGUE INC | |||||||
| 30 HILLSPOINT RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $3,500 |
| THE JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNT | |||||||
| 4200 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $37,500 |
| THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC | |||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $10,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $1,000 |
| WARRIOR EXPEDITIONS | |||||||
| 6621 FAIRWAY VIEW TRAIL | ROANOKE | VA | 24018 | N/A | PC | General & Unrestricted | $6,000 |
| WILTON LIBRARY ASSOCIATION INCORPORATED | |||||||
| 137 OLD RIDGEFIELD RD | WILTON | CT | 06897 | N/A | PC | General & Unrestricted | $500 |
| YALE UNIVERSITY | |||||||
| PO BOX 7611 | NEW HAVEN | CT | 06519 | N/A | PC | Medical Research led by Dr. Inderjit Singh | $20,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 7611 | NEW HAVEN | CT | 06519 | N/A | PC | Medical research led by Dr. Samit Shah | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $792,391 | 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 | $70,926 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $579,629 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $205 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $650,760 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $650,760 | 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 (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARON FOCUSED GROWTH FD INSTI | $1,712,725 | $3,972,027 |
| BERKSHIRE HATHAWAY INC. CLASS | $610,384 | $3,254,400 |
| CANADIAN PACIFIC RAILWAY LTD | $372,895 | $3,859,974 |
| CRIMSON WINE GROUP, LTD | $90,550 | $148,832 |
| CUBAN ELECTRIC CO | ||
| FRANCISCO IND INC | $1,767 | |
| JEFFERIES GROUP INC | $5,602,299 | $18,854,064 |
| OVINTIV INC | $87,435 | $81,226 |
| VITESSE ENERGY INC | $260,700 | $1,056,854 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $39,200 | $39,200 | |
| Bank Charges | $155 | $155 | |
| ANNUAL CREDIT CARD FEE | $75 | $75 | |
| Office Supplies | $93 | $93 | |
| State or Local Filing Fees | $750 | $750 | |
| Website Hosting/Support | $160 | $160 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $8,300 |
| 990-PF Extension for 2023 | $300 |
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