PERRY & DONNA GOLKIN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PERRY & DONNA GOLKIN FAMILY FOUNDATION (EIN 13-3928587)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-10-15
- IRS object ID
- 202012899349100021
- Schema version
- 2018v3.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-15T12:23:34-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 ROCKFELLER PLAZA 41ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101120015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133928587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERRY & DONNA GOLKIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KKR FIN SVS CO LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERR | BusinessNameControlTxt |
| Phone | 2122719933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1345 SIXTH AVE NO 15 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PERRY GOLKIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122719933 | PhoneNum |
| Signature | 2020-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEANNE FAHRENBACH | PreparerPersonNm |
| PTIN | P01365953 | PTIN |
| Phone | 2124924000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 49.206.34.59 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-30 | IPDt |
| IP Tm | 13:24:39 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2F86791EADEBDF2B902D7DB064ACBDD09E6504EF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,828,872 | 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 | $693,474 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $41,184 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41,184 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $453,321 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $453,321 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,095,667 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,825,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,615,643 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,283,646 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,110,148 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $75,420 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $45,420 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,081 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $331 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,501 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,879,514 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,879,514 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,982,015 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,885,764 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $301,631 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,043,897 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,672,617 | CashBOYAmt |
| Cash EOY | $3,011,052 | CashEOYAmt |
| Cash EOYFMV | $3,011,052 | CashEOYFMVAmt |
| Corporate Stock BOY | $14,320,655 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,283,851 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,817,820 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,993,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,294,903 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,828,872 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $16,993,272 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,294,903 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,993,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,294,903 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,993,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,294,903 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,993,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $301,631 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,294,903 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,294,903 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALBEMARLE CORP | P | 2015-01-13 | 2019-04-18 | $164,620 | $122,180 | $42,440 | $42,440 |
| LEGRAND | P | 2012-04-03 | 2019-04-23 | $359,634 | $36,350 | $323,284 | $323,284 |
| BANK OF AMERICA CORP | P | 2010-12-29 | 2019-04-18 | $120,318 | $25,629 | $94,689 | $94,689 |
| MTU AERO ENGINES AG | P | 2012-12-07 | 2019-04-23 | $115,224 | $12,939 | $102,285 | $102,285 |
| IDEX CORP | P | 2011-11-14 | 2019-04-18 | $155,197 | $28 | $155,169 | $155,169 |
| WILLIS TOWERS WATSON PLC | P | 2011-03-03 | 2019-04-18 | $177,176 | $3,270 | $173,906 | $173,906 |
| PROCTOR & GAMBLE COMPANY | P | 2008-12-15 | 2019-04-18 | $212,337 | $1,806 | $210,531 | $210,531 |
| AMPHENOL CORP | P | 2010-12-29 | 2019-04-18 | $521,439 | $8,100 | $513,339 | $513,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,615,643 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,326,271 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,186,238 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052659 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $788,005 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,363,505 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035236 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,668,277 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,577,956 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.094907 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $923,260 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,488,594 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059609 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $914,997 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,537,263 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062941 | DistributionYr5Rt |
| Total Distribution | 0.305352 | TotalDistributionRt |
| Average Distribution | 0.061070 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,912,121 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,521,383 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,439 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,541,822 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,885,764 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $20,439 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,439 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,439 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,791 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $38,791 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,352 | OverpaymentAmt |
| Applied To ES Tax | $18,352 | 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 | 0 | 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 | PERRY GOLKIN CO KKR FIN SVS CO | IndividualWithBooksNm |
| Phone | 2122719933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LLC 1345 SIXTH AVE 15FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10105 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| DONNA GOLKIN | |||||||||
| C/O KKR FINANCIAL SERVICES CO LLC | 1345 SIXTH AVE 15TH FLOOR | NEW YORK | NY | 10105 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PERRY GOLKIN | |||||||||
| C/O KKR FINANCIAL SERVICES CO LLC | 1345 SIXTH AVE 15TH FLOOR | NEW YORK | NY | 10105 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GREGORY W GOLKIN | |||||||||
| C/O KKR FINANCIAL SERVICES CO LLC | 1345 SIXTH AVE 15TH FLOOR | NEW YORK | NY | 10105 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DORIE C GOLKIN | |||||||||
| C/O KKR FINANCIAL SERVICES CO LLC | 1345 SIXTH AVE 15TH FLOOR | NEW YORK | NY | 10105 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID L GOLKIN | |||||||||
| C/O KKR FINANCIAL SERVICES CO LLC | 1345 SIXTH AVE 15TH FLOOR | NEW YORK | NY | 10105 | TRUSTEE | 0.00 | $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 | $22,322,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,968,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,291,493 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,291,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $379,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,912,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,245,606 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,245,606 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,439 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,439 | TotalTaxAmt |
| Distributable Before Adj | $1,225,167 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,225,167 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,225,167 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,885,764 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,885,764 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $20,439 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,865,325 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,225,167 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $914,997 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $236,687 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $861,290 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $76,990 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,089,964 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,885,764 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,225,167 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $660,597 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,750,561 | 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 | $914,997 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,835,564 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $236,687 | ExcessFromYear4Amt |
| Excess From Year3 | $861,290 | ExcessFromYear3Amt |
| Excess From Year1 | $76,990 | ExcessFromYear1Amt |
| Excess From Current Year | $660,597 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PERRY GOLKIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACHILLES INTERNATIONAL | ||||||
| 315 WEST 39TH STREET | NEW YORK | NY | 10018 | PC | GENERAL PURPOSE | $75,000 |
| BINGHAMTON ZOO AT ROSS PARK | ||||||
| 185 PARK AVENUE | BINGHAMTON | NY | 13903 | PC | GENERAL PURPOSE | $100 |
| CARNEGIE HILL NEIGHBORS | ||||||
| 1326 MADISON AVENUE | NEW YORK | NY | 10128 | PC | GENERAL PURPOSE | $1,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | GENERAL PURPOSE | $25,000 |
| COP GREENWICH | ||||||
| PO BOX 1611 | GREENWICH | CT | 06836 | PC | GENERAL PURPOSE | $200 |
| CURIO THEATRE COMPANY | ||||||
| 4740 BALTIMORE AVENUE | PHILADELPHIA | NY | 19143 | PC | GENERAL PURPOSE | $200 |
| DONORSCHOOSEORG | ||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | PC | GENERAL PURPOSE | $250,000 |
| FRIENDS OF THE UPPER EAST SIDE | ||||||
| 966 LEXINGTON AVENUE 3E | NEW YORK | NY | 10021 | PC | GENERAL PURPOSE | $500 |
| GIRLS WHO INVEST INC | ||||||
| 142 WEST 57TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | PC | GENERAL PURPOSE | $25,000 |
| GREENWICH LAND TRUST | ||||||
| 370 ROUND HILL ROAD | GREENWICH | CT | 06831 | PC | GENERAL PURPOSE | $100 |
| GREENWICH LIBRARY | ||||||
| 101 WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | GENERAL PURPOSE | $25,500 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | PC | GENERAL PURPOSE | $30 |
| INNER CITY SCHOLARSHIP FUND | ||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | PC | GENERAL PURPOSE | $222,200 |
| INSTITUTE FOR LAW AND ECONOMICS | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $10,000 |
| JAZZ AT LINCOLN CENTER | ||||||
| 3 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | PC | GENERAL PURPOSE | $146,450 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PC | GENERAL PURPOSE | $1,000 |
| MYLESTONE EQUINE RESCUE | ||||||
| 227 STILL VALLEY ROAD | PHILLIPSBURG | NJ | 08865 | PC | GENERAL PURPOSE | $1,200 |
| NATIONAL MUSEUM OF THE MIGHTY 8TH | ||||||
| 175 BOURNE AVENUE | POOLER | GA | 31322 | PC | GENERAL PURPOSE | $350 |
| NEW VISIONS | ||||||
| 205 EAST 42ND STREET | NEW YORK | NY | 10017 | PC | GENERAL PURPOSE | $5,000 |
| NEW YORK HALL OF SCIENCE | ||||||
| 47-01 111TH STREET | CORONA | NY | 11368 | PC | GENERAL PURPOSE | $1,000 |
| NYC PARTNERSHIP FOUNDATION | ||||||
| ONE BATTERY PARK PLAZA 5TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL PURPOSE | $1,000 |
| PARK CHILDERN'S DAY SCHOOL | ||||||
| 4 WEST 76TH STREET | NEW YORK | NY | 10023 | PC | GENERAL PURPOSE | $1,000 |
| PARK CHILDRENS DAY SCHOOL | ||||||
| 4 WEST 76TH STREET | NEW YORK | NY | 10023 | PC | GENERAL PURPOSE | $1,000 |
| PENN LAW EQUAL JUSTICE FOUNDATION | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $4,250 |
| PRINCETON UNIVERSITY | ||||||
| 100 OVERLOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | PC | GENERAL PURPOSE | $5,000 |
| REDF | ||||||
| 101A CLAY STREET 103 | SAN FRANCISCO | CA | 94111 | PC | GENERAL PURPOSE | $25,000 |
| RESTORE NYC | ||||||
| PO BOX 1003 BOWLING GREEN STATION | NEW YORK | NY | 10274 | PC | GENERAL PURPOSE | $2,500 |
| RIVERDALE COUNTY SCHOOL | ||||||
| 5250 FIELDSTON ROAD | BRONX | NY | 10471 | PC | GENERAL PURPOSE | $10,000 |
| SEARCH & CARE | ||||||
| 1844 SECOND AVENUE | NEW YORK | NY | 10128 | PC | GENERAL PURPOSE | $1,000 |
| SOLDIERS' ANGELS | ||||||
| 2895 NE LOOP 410 SUITE 107 | SAN ANTONIO | TX | 78218 | PC | GENERAL PURPOSE | $500 |
| SPENCER SCHOOL | ||||||
| 22 EAST 91ST STREET | NEW YORK | NY | 10128 | PC | GENERAL PURPOSE | $2,500 |
| ST BERNARDS SCHOOL | ||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | PC | GENERAL PURPOSE | $5,000 |
| THE BETTER ANGELS SOCIETY | ||||||
| 2000 MASSACHUSETTS AVENUE | NW WASHINGTON | DC | 20036 | PC | GENERAL PURPOSE | $250,000 |
| THE CREATIVE CENTER | ||||||
| 273 BOWERY | NEW YORK | NY | 10002 | PC | GENERAL PURPOSE | $500 |
| THE FUND FOR PARK AVE | ||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL PURPOSE | $250 |
| THE JACKIE ROBINSON FOUNDATION | ||||||
| 75 VARICK STREET 2ND FLOOR | NEW YORK | NY | 10013 | PC | GENERAL PURPOSE | $40,000 |
| TRINITY SCHOOL | ||||||
| 139 WEST 91ST STREET | NEW YORK | NY | 10024 | PC | GENERAL PURPOSE | $6,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $1,000 |
| UJA FEDERATION OF NY | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | GENERAL PURPOSE | $500 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $100,000 |
| UNIVERSITY OF PENNSYLVANIA LAW SCHOOL | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $322,684 |
| UNIVERSITY OF PENNSYLVANIA MEDICAL SCHOOL | ||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $250,000 |
| US NAVAL INSTITUTE | ||||||
| 291 WOOD ROAD | ANNAPOLIS | MD | 21402 | PC | GENERAL PURPOSE | $5,000 |
| VENTURE FOR AMERICA INC | ||||||
| 307 7TH AVENUE SUITE 1201 | NEW YORK | NY | 10001 | PC | GENERAL PURPOSE | $50,000 |
| WILLIAMS COLLEGE PARENTS FUND | ||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | PC | GENERAL PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,879,514 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,184 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $453,321 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,095,667 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,590,172 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,590,172 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERRY GOLKIN CO KKR CO | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 WEST 57TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $693,474 | 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 | CHARITABLE CONTRIBUTION (12,300 SHARES OF LEGRAND ON 12/14/18) | NoncashPropertyDesc |
| Fair Market Value | $693,474 | FairMarketValueAmt |
| Received | 2018-12-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,000 | Amt |
| Net Investment Income | $20,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6,150 SHS ACTIVISION BLIZZARD INC | $243,848 | $337,205 |
| 738 SHS AMGEN INC | $127,740 | $173,223 |
| 23,233 SHS ALBEMARLE CORPORATION | $1,419,304 | $1,518,974 |
| 37,500 SHS AMPHENOL CORP | $1,492,298 | $3,900,000 |
| 29,518 SHS BANK OF AMERICA | $323,440 | $983,540 |
| 6,000 SHS COMCAST CORPORATION | $202,365 | $264,900 |
| 53,392 SHS FORTIS INC | $1,682,684 | $2,087,093 |
| 873 SHS GEORGE WESTON LIMITED | $64,401 | $71,011 |
| 9,000 SHS IDEX CORPORATION | $318,240 | $1,464,660 |
| 76,110 SHS LEGRAND HOLDINGS S.A. | $4,042,684 | $6,010,450 |
| 6,470 SHS LOBLAW COMPANIES LIMITED | $276,423 | $348,774 |
| 5,000 SHS MTU AERO ENGINES HOLDING AG | $617,170 | $1,354,552 |
| 15,125 SHS PROCTER & GAMBLE COMPANY | $1,132,737 | $1,846,158 |
| 1,100 SHS VIACOM INC | $47,669 | $26,477 |
| 24,340 SHS WELLS FARGO & CO. | $1,200,629 | $1,325,556 |
| 10,717 SHS WILLIS TOWERS WATSON | $1,092,219 | $2,105,247 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $331 | $331 | $0 | $0 |
| FILING FEES | $750 | $0 | $0 | $750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX EXPENSE | $30,000 | $0 | $0 | $0 |
| FOREIGN TAX WITHHELD | $45,420 | $45,420 | $0 | $0 |
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