HENRY & ELAINE KAUFMAN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HENRY & ELAINE KAUFMAN FOUNDATION INC (EIN 23-7045903)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202123149349101547
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T11:58:03-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Graypoint LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Tower Pl Ste 1001 | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122033721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237045903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Henry and Elaine Kaufman Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HENRY KAUFMAN | InCareOfNm |
| Business Name Control | HENR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 Madison Avenue 5th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY KAUFMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5182181218 | PhoneNum |
| Signature | 2021-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HENRY | PersonFirstNm |
| Person Last | KAUFMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lysa K McMahon | PreparerPersonNm |
| PTIN | P01238266 | PTIN |
| Phone | 5182181218 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,659,651 | 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 | $1,011,528 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $765 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $765 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $391,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $391,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $980,799 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,061,188 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $980,799 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,384,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,373,070 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $54,165 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $54,169 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $145,792 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $145,792 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $21,164 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,164 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,410 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $910 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $223,531 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $222,625 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $910 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,625,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,625,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,848,656 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $222,625 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,626,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $535,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,150,445 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $271,946 | CashBOYAmt |
| Cash EOY | $291,746 | CashEOYAmt |
| Cash EOYFMV | $291,746 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $308,801 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,602,716 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,602,716 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,787,361 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,740,393 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,760,167 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,461,380 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,098,280 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,022 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,829,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,733,135 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,659,651 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,829,488 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,733,135 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,829,488 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,733,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,829,488 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,733,135 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,829,488 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $535,942 | ExcessRevenueOverExpensesAmt |
| Subtotal | $25,365,430 | SubtotalAmt |
| Other Decreases | $632,295 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,733,135 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $12,059,654 | $10,598,930 | $1,460,724 | $1,460,724 |
| ELEVATION MSP BLOCKER HOLDINGS LP K-1 CAPITAL GAINS | P | $612 | $612 | $612 | |
| ELEVATION DUNDEE LP K-1 CAPITAL GAINS | P | $922 | $922 | $922 | |
| AUTONOMY LOSS ON DISPOSITION | P | $121,136 | -$121,136 | -$121,136 | |
| ELEVATION PARTNERS LP LOSS ON DISPOSITION | P | $353,577 | -$353,577 | -$353,577 | |
| ELEVATION MSP BLOCKER HOLDINGS LP LOSS ON DISPOSITION | P | $6,746 | -$6,746 | -$6,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $980,799 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,991 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,991 | SubtotalAmt |
| Tax Based On Investment Income | $15,991 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $58,168 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $158,168 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $142,177 | OverpaymentAmt |
| Applied To ES Tax | $142,177 | 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 | HENRY KAUFMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127587100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 MADISON AVENUE 5TH FLOOR | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Henry Kaufman | ||||||||
| 590 Madison Avenue 5th Floor | New York | NY | 10022 | Pres/Treas/Dir - AS NEEDED | 0 | $0 | $0 | $0 |
| Elaine Kaufman | ||||||||
| 590 Madison Avenue 5th Floor | New York | NY | 10022 | VP/Dir - AS NEEDED | 0 | $0 | $0 | $0 |
| Daniel S Kaufman | ||||||||
| 590 Madison Avenue 5th Floor | New York | NY | 10022 | Sec/Dir - AS NEEDED | 0 | $0 | $0 | $0 |
| Glenn D Kaufman | ||||||||
| 590 Madison Avenue 5th Floor | New York | NY | 10022 | DIRECTOR - AS NEEDED | 0 | $0 | $0 | $0 |
| Craig S Kaufman | ||||||||
| 590 Madison Avenue 5th Floor | New York | NY | 10022 | DIRECTOR - AS NEEDED | 0 | $0 | $0 | $0 |
| 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 | $23,925,156 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,008,056 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,022 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,938,234 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,938,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $389,074 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,549,160 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,277,458 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,277,458 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,991 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,991 | TotalTaxAmt |
| Distributable Before Adj | $1,261,467 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,261,467 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,261,467 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,626,035 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,626,035 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,626,035 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,261,467 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $587,355 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $419,134 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $69,349 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,075,838 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,626,035 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,261,467 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $364,568 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,440,406 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,440,406 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $587,355 | ExcessFromYear4Amt |
| Excess From Year2 | $419,134 | ExcessFromYear2Amt |
| Excess From Year1 | $69,349 | ExcessFromYear1Amt |
| Excess From Current Year | $364,568 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HENRY KAUFMAN | ContributingManagerNm |
| Contributing Manager | ELAINE KAUFMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR HENRY ELAINE KAUFMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127587100 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Academy of Arts & Sciences | |||||||
| 136 Irving Street | Cambridge | MA | 02138 | None | PC | General Charitable | $5,000 |
| Save Venice | |||||||
| 133 East 58th Street Suite 501 | New York | NY | 10022 | None | PC | General Charitable | $10,000 |
| Penn Engineering | |||||||
| 220 South 33rd Street | Philadelphia | PA | 19104 | None | PC | General Charitable | $5,000 |
| Foreign Policy Association | |||||||
| 551 5th Avenue Suite 3000 | New York | NY | 10176 | None | PC | General Charitable | $5,000 |
| Austen Riggs Center | |||||||
| 25 Main St PO Box 962 | Stockbridge | MA | 01262 | None | PC | General Charitable | $1,000 |
| Reconstructing Judaism | |||||||
| 1299 Church Rd | Wyncote | PA | 19095 | None | PC | General Charitable | $15,000 |
| The Mussar Institute | |||||||
| 1025 Gateway Boulevard 303-318 | Boynton Beach | FL | 33426 | None | PC | General Charitable | $10,000 |
| Council on Foreign Relations | |||||||
| 58 E 68th St | New York | NY | 10065 | None | PC | General Charitable | $1,000 |
| ORT | |||||||
| 75 Maiden Lane Floor 10 | New York | NY | 10038 | None | PC | General Charitable | $1,200 |
| Kaufman Music Center | |||||||
| Goodman House 129 W 67th St | New York | NY | 10023 | None | PC | General Charitable | $50,000 |
| United Way of Palm Beach | |||||||
| 44 Cocoanut Row Suite M201 | Palm Beach | FL | 33480 | None | PC | General Charitable | $25,000 |
| Caramoor | |||||||
| 149 Girdle Ridge Rd | Katonah | NY | 10536 | None | PC | General Charitable | $5,000 |
| Kaufman Music Center | |||||||
| Goodman House 129 W 67th St | New York | NY | 10023 | None | PC | General Charitable | $350,000 |
| Institute of International Education | |||||||
| One World Trade Center 36th Floor | New York | NY | 10007 | None | PC | General Charitable | $34,000 |
| The Jerusalem Fellowships | |||||||
| 28 Park Ave | Airmont | NY | 10952 | None | PC | General Charitable | $25,000 |
| Washington University | |||||||
| Campus Box 1082 One Brookings Drive | Saint Louis | MO | 63130 | None | PC | General Charitable | $20,000 |
| Washington University | |||||||
| Campus Box 1082 One Brookings Drive | Saint Louis | MO | 63130 | None | PC | General Charitable | $5,000 |
| Temple Sinai | |||||||
| 5645 Dupree Drive | Sandy Springs | GA | 33445 | None | PC | General Charitable | $7,000 |
| ADL (Anti-Defamation League) | |||||||
| 605 Third Avenue | New York | NY | 10158 | None | PC | General Charitable | $1,000 |
| Jewish Educational Loan Fund (JELF) | |||||||
| 4549 Chamblee Dunwoody Rd | Atlanta | GA | 30338 | None | PC | General Charitable | $10,000 |
| Public Broadcasting Atlanta | |||||||
| 740 Bismark Road | Atlanta | GA | 30324 | None | PC | General Charitable | $200 |
| Jewish Federation of Atlanta | |||||||
| 1440 Spring St | Atlanta | GA | 30309 | None | PC | General Charitable | $4,000 |
| Sandy Springs Conservancy | |||||||
| 227 Sandy Springs Place Suite D470 | Sandy Springs | GA | 30328 | None | PC | General Charitable | $1,000 |
| MJCCA | |||||||
| 5342 Tilly Mill Rd | Dunwoody | GA | 30338 | None | PC | General Charitable | $250 |
| Birthright Israel Foundation | |||||||
| 711 3rd Avenue 10th Floor | New York | NY | 10017 | None | PC | General Charitable | $250 |
| Hoffman Institute | |||||||
| 1299 4th st 6th Floor | San Rafael | CA | 94901 | None | PC | General Charitable | $250 |
| The Temple | |||||||
| 1589 Peachtree Street | Atlanta | GA | 30309 | None | PC | General Charitable | $1,200 |
| Yeshiva University | |||||||
| 500 West 185th Street Belfer Hall 7 | New York | NY | 10033 | None | PC | General Charitable | $25,000 |
| TheTrustees of University of Pennsylvania | |||||||
| 3451 Walnut Street Suite 305 | Philadelphia | PA | 19104 | None | PC | General Charitable | $50,000 |
| Temple Emanu-El | |||||||
| 585 Russell Avenue | Wyckoff | NJ | 07481 | None | PC | General Charitable | $10,275 |
| Kravis Center | |||||||
| 701 Okeechobee Blvd | West Palm Beach | FL | 33401 | None | PC | General Charitable | $13,500 |
| Austen Riggs Center | |||||||
| 25 Main St PO Box 962 | Stockbridge | MA | 01262 | None | PC | General Charitable | $45,000 |
| Congregation Shir Shalom | |||||||
| 4660 Sheridan Dr | Williamsville | NY | 14221 | None | PC | General Charitable | $5,000 |
| Reconstructing Judaism | |||||||
| 1299 Church Rd | Wyncote | PA | 19095 | None | PC | General Charitable | $5,400 |
| Kol Ami of Boca Raton | |||||||
| 2601 St Andrews Blvd | Boca Raton | FL | 33434 | None | PC | General Charitable | $3,600 |
| The Society of the Four Arts | |||||||
| Four Arts Plaza | Palm Beach | FL | 33480 | None | PC | General Charitable | $25,000 |
| Bergen Volunteer Medical Initiative | |||||||
| 75 Essex Street Suite 100 | Hackensack | NJ | 07601 | None | PC | General Charitable | $3,000 |
| Valley Hospital | |||||||
| 223 North Van Dien Avenue | Ridgewood | NJ | 07450 | None | PC | General Charitable | $25,000 |
| American Jewish Committee | |||||||
| 165 East 65th Street | New York | NY | 10022 | None | PC | General Charitable | $12,000 |
| Friends of the Israeli Defense Forces | |||||||
| PO Box 4224 | New York | NY | 10163 | None | PC | General Charitable | $5,800 |
| Davis Academy | |||||||
| 8105 Roberts Dr | Atlanta | GA | 30350 | None | PC | General Charitable | $3,000 |
| Sigma Phi Epsilon Educ Foundation | |||||||
| 310 South Arthur Ashe Boulevard | Richmond | VA | 23220 | None | PC | General Charitable | $2,000 |
| Camp Sunshine | |||||||
| 1850 Clairmont Road | Decatur | GA | 30033 | None | PC | General Charitable | $2,500 |
| Chabad Jewish Center of NW Bergen Cty | |||||||
| 375 Pulis Avenue | Franklin Lakes | NJ | 07417 | None | PC | General Charitable | $7,000 |
| Institute of International Education | |||||||
| One World Trade Center 36th Floor | New York | NY | 10007 | None | PC | General Charitable | $25,000 |
| Temple Beth Rishon | |||||||
| 585 Russell Avenue | Wyckoff | NJ | 07481 | None | PC | General Charitable | $18,000 |
| Temple Beth Rishon | |||||||
| 585 Russell Avenue | Wyckoff | NJ | 07481 | None | PC | General Charitable | $100,000 |
| New York-Presbyterian Hospital | |||||||
| 177 Fort Washington Ave / 850 Third | New York | NY | 10032 | None | PC | General Charitable | $100,000 |
| Franklin Lakes Volunteer Ambulance Corps | |||||||
| PO BOX 302 | Franklin Lakes | NJ | 07417 | None | PC | General Charitable | $100 |
| Temple Beth Abraham | |||||||
| 25 Leroy Avenue | Tarrytown | NY | 10591 | None | PC | General Charitable | $4,000 |
| Institute of International Education | |||||||
| One World Trade Center 36th Floor | New York | NY | 10007 | None | PC | General Charitable | $250,000 |
| Temple Sinai | |||||||
| 2475 W Atlantic Ave | Delray Beach | FL | 33445 | None | PC | General Charitable | $50,000 |
| Council on Foreign Relations | |||||||
| 58 E 68th St | New York | NY | 10065 | None | PC | General Charitable | $25,000 |
| The Jewish Museum | |||||||
| 1109 5th Ave | New York | NY | 10128 | None | PC | General Charitable | $10,000 |
| American Committee for Shaare Zedek | |||||||
| 55 West 39th Street 4th Floor | New York | NY | 10018 | None | PC | General Charitable | $5,000 |
| Temple Emanu-El of Palm Beach | |||||||
| 585 Russell Avenue | Wyckoff | NJ | 07481 | None | PC | General Charitable | $5,000 |
| Grassroots Environmental Education | |||||||
| 52 Main Street | Port Washington | NY | 11050 | None | PC | General Charitable | $15,000 |
| Bronx Children's Museum | |||||||
| PO Box 1381 | Bronx | NY | 10451 | None | PC | General Charitable | $1,000 |
| Mosaic Mental Health | |||||||
| 5676 Riverdale Avenue | Bronx | NY | 10471 | None | PC | General Charitable | $10,000 |
| Untermyer Gardens Conservancy | |||||||
| 945 North Broadway | Yonkers | NY | 10701 | None | PC | General Charitable | $1,000 |
| GCSEN Foundation | |||||||
| 430 Old Neighborhood Road 2nd Floor | Kingston | NY | 12471 | None | PC | General Charitable | $15,000 |
| Atlanta Jewish Film Festival | |||||||
| 1800 Peachtree St NW STE 830 | Atlanta | GA | 30309 | None | PC | General Charitable | $1,200 |
| Jewish Federation of Atlanta | |||||||
| 1440 Spring St | Atlanta | GA | 30309 | None | PC | General Charitable | $4,400 |
| Second Helpings Atlanta Inc | |||||||
| PO Box 720582 | Atlanta | GA | 30358 | None | PC | General Charitable | $1,000 |
| Bard College | |||||||
| PO Box 5000 | AnnandaleOnHudson | NY | 12504 | None | PC | General Charitable | $2,000 |
| Center for Jewish Life-Princeton Hillel | |||||||
| 70 Washington Rd | Princeton | NJ | 08540 | None | PC | General Charitable | $1,000 |
| Buffalo Toronto Public Media | |||||||
| Horizons Plaza PO Box 1263 | Buffalo | NY | 14240 | None | PC | General Charitable | $1,000 |
| Reconstructing Judaism | |||||||
| 1299 Church Rd | Wyncote | PA | 19095 | None | PC | General Charitable | $10,000 |
| Palm Beach Dramaworks | |||||||
| 201 Clematis Street | West Palm Beach | FL | 33401 | None | PC | General Charitable | $1,000 |
| Kaufman Music Center | |||||||
| Goodman House 129 W 67th St | New York | NY | 10023 | None | PC | General Charitable | $10,000 |
| The Mussar Institute | |||||||
| 1025 Gateway Boulevard 303-318 | Boynton Beach | FL | 33156 | None | PC | General Charitable | $7,000 |
| 1891 Fredonia Opera House | |||||||
| PO Box 384 | Fredonia | NY | 14063 | None | PC | General Charitable | $1,000 |
| Institute of International Education | |||||||
| One World Trade Center 36th Floor | New York | NY | 10007 | None | PC | General Charitable | $34,000 |
| Institute of International Education | |||||||
| One World Trade Center 36th Floor | New York | NY | 10007 | None | PC | General Charitable | $25,000 |
| Jewish Federation of Palm Beach County | |||||||
| 1 Harvard Circle Suite 100 | West Palm Beach | FL | 33409 | None | PC | General Charitable | $56,000 |
| Save Venice | |||||||
| 133 East 58th Street Suite 501 | New York | NY | 10022 | None | PC | General Charitable | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,625,125 | 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 | $765 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $391,506 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $980,799 | 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 | $1,373,070 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,373,070 | 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 |
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 | HENRY AND ELAINE KAUFMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,011,528 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,463 SHS MASTERCARD INC CL A 1,000 SHS BERKSHIRE HATHAWAY CL A 3,075 SHSH HEINEKEN HOLDING NV | NoncashPropertyDesc |
| Fair Market Value | $1,011,528 | FairMarketValueAmt |
| Received | 2020-12-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRAYPOINT, LLC | CategoryTxt |
| Amt | $54,165 | Amt |
| Net Investment Income | $54,169 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN | $0 | $0 |
| MORGAN STANLEY | $3,491,303 | $4,942,400 |
| GARDNER RUSSO GARDNER | $8,173,598 | $14,926,599 |
| POLEN CAPITAL | $3,815,086 | $4,873,706 |
| CHARLES SCHWAB | $6,260,406 | $7,017,462 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AUTONOMY | AT COST | $0 | $0 |
| ELEVATION PARTNERS LP | AT COST | $0 | $0 |
| LEEDS EQUITY PARTNERS IV LP | AT COST | $1,098,280 | $5,022 |
| ELEVATION DUNDEE PARTNERS, LP | AT COST | $0 | $0 |
| ELEVATION MSP, LP | AT COST | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ TO CARRY DONATED SECURITIES AT COST | Desc |
| Amt | $632,295 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NYS DEPT OF LAW | $750 | $750 | |
| ALM | $160 | $160 | |
| ELEVATION MSP BLOCKER HOLD LP | $171 | $171 | |
| LEEDS EQUITY PARTNERS IV, LP | $1,329 | $1,329 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| POLEN MANAGEMENT FEES | $26,197 | $26,197 |
| GRG MANAGEMENT FEES | $119,595 | $119,595 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES - GARDNER RUSSO | CategoryTxt |
| Amt | $21,164 | Amt |
| Net Investment Income | $21,164 | NetInvestmentIncomeAmt |
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