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HENRY & ELAINE KAUFMAN FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HENRY & ELAINE KAUFMAN FOUNDATION INC (EIN 23-7045903)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202233199349106493
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T14:18:34-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Graypoint LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 Tower Pl Ste 1001AddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122033721ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237045903EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Henry and Elaine Kaufman Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% HENRY KAUFMANInCareOfNm
Business Name ControlHENRBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 Tower Place Suite 1001AddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHENRY KAUFMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5182187755PhoneNum
Signature2022-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHENRYPersonFirstNm
Person LastKAUFMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLysa K McMahonPreparerPersonNm
PTINP01238266PTIN
Phone5186416860PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$38,014,465FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$260InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$260InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$843,654DividendsRevAndExpnssAmt
Dividends Net Invst Incm$843,654DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,788,924NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$37,959,920GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,788,924CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$268OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$268OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$9,633,106TotalRevAndExpnssAmt
Total Net Invst Incm$9,633,106TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$13,200LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$13,200LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$77,757AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$77,757AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$283,188OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$283,188OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$112,045TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12,045TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$750OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$750OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$486,940TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$386,190TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,969,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,969,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,456,540TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$386,190TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,970,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,176,566ExcessRevenueOverExpensesAmt
Net Investment Income$9,246,916NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$291,746CashBOYAmt
Cash EOY$429,120CashEOYAmt
Cash EOYFMV$429,120CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,602,716SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$696,995SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$696,995SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$21,740,393CorporateStockBOYAmt
Corporate Stock EOY$29,685,037CorporateStockEOYAmt
Corporate Stock EOYFMV$36,883,059CorporateStockEOYFMVAmt
Other Investments BOY$1,098,280OtherInvestmentsBOYAmt
Other Investments EOY$1,098,549OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,291OtherInvestmentsEOYFMVAmt
Total Assets BOY$24,733,135TotalAssetsBOYAmt
Total Assets EOY$31,909,701TotalAssetsEOYAmt
Total Assets EOYFMV$38,014,465TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$24,733,135CapitalStockBOYAmt
Capital Stock EOY$31,909,701CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$24,733,135TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,909,701TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$24,733,135TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,909,701TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$24,733,135TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,176,566ExcessRevenueOverExpensesAmt
Subtotal$31,909,701SubtotalAmt
Tot Net Ast Or Fund Balances EOY$31,909,701TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$37,959,920GrossSalesPriceAmt
Cost Or Other Basis$29,170,996CostOrOtherBasisAmt
Gain Or Loss$8,788,924GainOrLossAmt
Gains Minus Excess Or Losses$8,788,924GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$8,788,924CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$128,532InvestmentIncomeExciseTaxAmt
Subtotal$128,532SubtotalAmt
Tax Based On Investment Income$128,532TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$142,177EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$142,177TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$13,645OverpaymentAmt
Applied To ES Tax$13,645AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HENRY KAUFMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5182187755PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14 TOWER PLACE SUITE 1001AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Henry Kaufman
4 Tower PlaceAlbanyNY12203Pres/Treas/Dir - AS NEEDED0$0$0$0
Elaine Kaufman
4 Tower PlaceAlbanyNY12203VP/Dir - AS NEEDED0$0$0$0
Daniel S Kaufman
4 Tower PlaceAlbanyNY12203Sec/Dir - AS NEEDED0$0$0$0
Glenn D Kaufman
4 Tower PlaceAlbanyNY12203DIRECTOR - AS NEEDED0$0$0$0
Craig S Kaufman
4 Tower PlaceAlbanyNY12203DIRECTOR - AS NEEDED0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$33,895,918AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,532,877AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,291FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,434,086TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$36,434,086AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$546,511CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,887,575NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,794,379MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,794,379MinimumInvestmentReturnAmt
Tax Based On Investment Income$128,532TaxBasedOnInvestmentIncomeAmt
Total Tax$128,532TotalTaxAmt
Distributable Before Adj$1,665,847DistributableBeforeAdjAmt
Distributable Before Ded$1,665,847DistributableBeforeDedAmt
Distributable As Adjusted$1,665,847DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,970,350ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,970,350QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,665,847DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$587,355ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$419,134ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$69,349ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$364,568ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,440,406TotalExcessDistributionCyovAmt
Qualifying Distributions$1,970,350QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,665,847AppliedToCurrentYearAmt
Remaining Distri From Corpus$304,503RemainingDistriFromCorpusAmt
Total Corpus$1,744,909TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$587,355ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,157,554ExcessDistriCyovToNextYrAmt
Excess From Year3$419,134ExcessFromYear3Amt
Excess From Year2$69,349ExcessFromYear2Amt
Excess From Year1$364,568ExcessFromYear1Amt
Excess From Current Year$304,503ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHENRY KAUFMANContributingManagerNm
Contributing ManagerELAINE KAUFMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACSZ
55 West 39th Street 4th FlNew YorkNY10018NonePCGeneral Charitable$5,000
ADL
605 Third AvenueNew YorkNY10158NonePCGeneral Charitable$1,000
AJC (American Jewish Committee)
Jacob Blaustein Building 165 EastNew YorkNY10022NonePCGeneral Charitable$10,000
American Academy of Arts & Sciences
136 Irving StreetCambridgeMA02138NonePCGeneral Charitable$3,000
American Jewish Committee
PO Box 7247 Mail Code 6760PhiladelphiaPA19170NonePCGeneral Charitable$15,000
Atlanta Community Food Bank
3400 N Desert DrAtlantaGA30344NonePCGeneral Charitable$1,000
Austen Riggs Center
PO Box 962StockbridgeMA01262NonePCGeneral Charitable$30,000
Birthright Israel Foundation
711 3rd Avenue 10th FloorNew YorkNY10017NonePCGeneral Charitable$1,000
Bronx Children's Museum
725 Exterior StBronxNY10451NonePCGeneral Charitable$2,000
Camp Sunshine
1850 Clairmont RdAtlantaGA30033NonePCGeneral Charitable$2,500
Central Conference of American Rabbis
355 Lexington AvenueNew YorkNY10017NonePCGeneral Charitable$500
Chabad Lubavitch of NW Bergen County
3375 Pulis AveFranklin LakesNJ07417NonePCGeneral Charitable$8,000
Community Assistance Center
8607 Roswell RdAtlantaGA30350NonePCGeneral Charitable$1,000
Feltsman Piano Foundation
18 Hawk Hill RoadNew PaltzNY12561NonePCGeneral Charitable$10,000
FIDF
60 East 42nd StreetNew YorkNY10165NonePCGeneral Charitable$28,000
Gateway Center
6161 Ferry DriveAtlantaGA30328NonePCGeneral Charitable$500
Glen Rock Jewish Center
682 Harristown RdGlen RockNJ07452NonePCGeneral Charitable$5,000
Hadassah - V
40 Wall StreetNew YorkNY10005NonePCGeneral Charitable$2,000
Hadassah Northwest Bergen Chapter
300 Pleasant Valley WayWest OrangeNJ07052NonePCGeneral Charitable$2,000
Hoffman Institute Foundation
1299 4th st 6th FloorSan RafaelCA94901NonePCGeneral Charitable$250
Hospital for Special Surgery Fund Inc
535 East 70th StreetNew YorkNY10021NonePCGeneral Charitable$2,500
Icahn School of Medicine at Mount Sinai
One Gustave L Levy Place Box 1049New YorkNY10029NonePCGeneral Charitable$200,000
Institute of International Education
One World Trade Center 36th FloorNew YorkNY10007NonePCGeneral Charitable$325,000
Jewish Broadcasting Service
PO Box 360StamfordCT06904NonePCGeneral Charitable$250,000
Jewish Communal Fund
575 Madison Avenue Suite 703New YorkNY10022NonePCGeneral Charitable$200,000
Jewish Educational Loan Fund
4549 Chamblee Dunwoody RdAtlantaGA30338NonePCGeneral Charitable$10,000
Jewish Federation of Palm Beach County
1 Harvard Circle Suite 100West Palm BeachFL33409NonePCGeneral Charitable$56,000
Kol Ami of Boca Raton
2601 St Andrews BlvdBoca RatonFL33434NonePCGeneral Charitable$3,600
Memorial Sloan Kettering Cancer Center
1275 York AvenueNew YorkNY10065NonePCGeneral Charitable$500
Midtown Assistance Center
30 Porter Pl NEAtlantaGA30308NonePCGeneral Charitable$300
MJCCA
5342 Tilly Mill RdDunwoodyGA30338NonePCGeneral Charitable$500
Museum of American Finance
25 Broadway 5th FloorNew YorkNY10004NonePCGeneral Charitable$25,000
New York-Presbyterian Hospital
850 Third Avenue 12th FloorNew YorkNY10022NonePCGeneral Charitable$50,000
NewYork-Presbyterian's Youth Anxiety Ctr
850 Third Avenue 12th FloorNew YorkNY10022NonePCGeneral Charitable$25,000
Palm Beach Country Club Foundation
760 North Ocean BoulevardPalm BeachFL33480NonePCGeneral Charitable$2,000
Palm Beach Symphony
400 Hibiscus StreetWest Palm BeachFL33401NonePCGeneral Charitable$35,000
Princeton Alumni Corps
12 Stockton StreetPrincetonNJ08540NonePCGeneral Charitable$1,000
Raymond F Kravis Ctr for the Perf Arts
701 Okeechobee BoulevardWest Palm BeachFL33401NonePCGeneral Charitable$13,500
Reconstructing Judaism
1299 Church RoadWyncotePA19095NonePCGeneral Charitable$92,000
Riverdale Neighborhood House
5521 Mosholu AvenueBronxNY10471NonePCGeneral Charitable$1,000
Schwarzman Animal Medical Center
510 East 62nd StreetNew YorkNY10065NonePCGeneral Charitable$10,000
Sig Ep Educational Foundation
310 South Arthur Ashe BoulevardRichmondVA23220NonePCGeneral Charitable$5,000
South Florida PBS
3401 S Congress AvenueBoynton BeachFL33426NonePCGeneral Charitable$1,500
Temple Beth Abraham
25 Leroy AveTarrytownNY10591NonePCGeneral Charitable$4,000
Temple Beth Rishon
585 Russell AveWyckoffNJ07481NonePCGeneral Charitable$125,000
Temple Emanu-el of Palm Beach - V
190 North County RoadPalm BeachFL33480NonePCGeneral Charitable$5,000
Temple Sinai
5645 Dupree DriveSandy SpringsGA33445NonePCGeneral Charitable$57,200
The Alliance forEatingDisordersAwareness
1649 Forum Place Suite 2West Palm BeachNY33401NonePCGeneral Charitable$500
The Jerusalem Fellowships
3 Burris CtAirmontNY10952NonePCGeneral Charitable$25,000
The Mentor Project
16 Middle Neck RoadGreat NeckNY11021NonePCGeneral Charitable$5,000
The Michael J Fox Fdn for Parkinson's
PO Box 4777New YorkNY10163NonePCGeneral Charitable$3,000
The Mussar Institute
1025 Gateway Boulevard 303-318Boynton BeachFL33426NonePCGeneral Charitable$17,000
The Society of the Four Arts
100 Four Arts PlazaPalm BeachFL33480NonePCGeneral Charitable$25,000
The Temple
1589 Peachtree StreetAtlantaGA30309NonePCGeneral Charitable$1,250
The Upstate Foundation Inc
750 East Adams Stree - CAB 326SyracuseNY13210NonePCGeneral Charitable$500
The Valley Hospital Foundation
222 North Van Dien AvenueRidgewoodNJ07450NonePCGeneral Charitable$70,000
Town of Palm Beach United Way
44 Cocoanut Row M201Palm BeachFL33480NonePCGeneral Charitable$50,000
United Way of the Palm Beaches
44 Cocoanut Row M201Palm BeachFL33480NonePCGeneral Charitable$1,500
Untermyer Gardens
945 North BroadwayYonkersNY10701NonePCGeneral Charitable$2,000
Washington University
Campus Box 1082 One Brookings DriveSaint LouisMO63130NonePCGeneral Charitable$5,000
Whitney Museum of American Art
99 Gansevoort StNew YorkNY10014NonePCGeneral Charitable$10,000
Yeshiva University
500 West 18th Street Belfer HallNew YorkNY10033NonePCGeneral Charitable$25,000
Zaban Paradies Center
1605 Peachtree St NEAtlantaGA30309NonePCGeneral Charitable$500
Jewish Federation of Greater Atlanta
1440 Spring St NWAtlantaGA30309NonePCGeneral Charitable$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,969,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$260ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$843,654ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$268ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,788,924ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,633,106ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,633,106TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryGRAYPOINT, LLCCategoryTxt
Amt$77,757Amt
Net Investment Income$77,757NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GARDNER RUSSO GARDNER$3,377,895$6,648,506
POLEN CAPITAL$2,920,628$4,294,428
CHARLES SCHWAB$23,386,514$25,940,125
MORGAN STANLEY$0$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLEEDS EQUITY PARTNERS IV LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,098,549BookValueAmt
EOYFMV$5,291EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryCLEARY GOTTLIEB STEEN&HAMILTONCategoryTxt
Legal Fees$13,200LegalFeesAmt
Net Investment Income$13,200NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS DEPT OF LAW$750$750
ALM$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescLeeds Equity Partners IV, L.P.Desc
Revenue And Expenses Per Books$268RevenueAndExpensesPerBooksAmt
Net Investment Income$268NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
POLEN MANAGEMENT FEES$30,085$30,085
GRG MANAGEMENT FEES$100,511$100,511
ARTEMIS MANAGEMENT FEES$152,592$152,592

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES - GARDNER RUSSO$12,045$12,045
FEDERAL TAX PAYMENTS$100,000$0

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