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HENRY & ELAINE KAUFMAN FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HENRY & ELAINE KAUFMAN FOUNDATION INC (EIN 23-7045903)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-06
IRS object ID
202013119349100611
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-06T08:55:48-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bender Lane AdvisoryBusinessNameLine1Txt

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 Begin2019-01-01TaxPeriodBeginDt

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 Line1590 Madison Avenue 5th FloorAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHENRY KAUFMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5182181218PhoneNum
Signature2020-09-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLysa M McMahonPreparerPersonNm
PTINP01238266PTIN
Phone5182181218PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address208.105.249.98IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id14204720203115000000FederalOriginalSubmissionId
Federal Original Submission Id2020-11-06FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6E56EC7CB957CDB72BA1EC450EB67E6CEA0CD02DAtSubmissionCreationDeviceId
At Submission Filing Device Id6E56EC7CB957CDB72BA1EC450EB67E6CEA0CD02DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$31,197,860FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,012,279ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10,418InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,418InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$630,910DividendsRevAndExpnssAmt
Dividends Net Invst Incm$630,910DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$873,728NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,217,655GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$873,728CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,527,335TotalRevAndExpnssAmt
Total Net Invst Incm$1,515,056TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$53,360AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$53,360AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$169,175OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$169,175OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$42,298TaxesRevAndExpnssAmt
Taxes Net Invst Incm$42,298TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$6,767OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,483OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$910OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$271,600TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$270,316TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$910TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,753,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,753,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,025,550TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$270,316TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,754,860TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$498,215ExcessRevenueOverExpensesAmt
Net Investment Income$1,244,740NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$50,165CashBOYAmt
Cash EOY$271,946CashEOYAmt
Cash EOYFMV$271,946CashEOYFMVAmt
Sav And Temp Cash Invst BOY$729,286SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$308,801SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$308,801SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$23,818,139CorporateStockBOYAmt
Corporate Stock EOY$17,787,361CorporateStockEOYAmt
Corporate Stock EOYFMV$25,186,379CorporateStockEOYFMVAmt
Other Investments BOY$1,461,425OtherInvestmentsBOYAmt
Other Investments EOY$6,461,380OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,430,734OtherInvestmentsEOYFMVAmt
Total Assets BOY$26,059,015TotalAssetsBOYAmt
Total Assets EOY$24,829,488TotalAssetsEOYAmt
Total Assets EOYFMV$31,197,860TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$26,059,015CapitalStockBOYAmt
Capital Stock EOY$24,829,488CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$26,059,015TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,829,488TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,059,015TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,829,488TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,059,015TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$498,215ExcessRevenueOverExpensesAmt
Subtotal$25,560,800SubtotalAmt
Other Decreases$731,312OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$24,829,488TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$25,217,476$23,694,242$1,523,234$1,523,234
CAPE ANN GLOBAL K-1 CAPITAL LOSSESP$608,458-$608,458-$608,458
LOSS ON DISPOSITIONP$41,227-$41,227-$41,227
ELEVATION MSP, LP K-1 CAPITAL GAINP$179$179$179
FieldValueIRS element (for citing)
Capital Gain Net Income$873,728CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,907,098AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$30,675,766NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06217DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,675,825AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$28,880,364NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058026DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,020,371AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$26,396,886NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.076538DistributionYr3Rt
Adjusted Qlfy Distri Yr4$890,030AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$28,649,497NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.031066DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,711,341AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$24,825,946NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.068934DistributionYr5Rt
Total Distribution0.296734TotalDistributionRt
Average Distribution0.059347AverageDistributionRt
Net Vl Noncharitable Assets$33,713,576NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,000,800AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$12,447NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,013,247AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,754,860QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$12,447InvestmentIncomeExciseTaxAmt
Subtotal$12,447SubtotalAmt
Tax Based On Investment Income$12,447TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$70,615EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$70,615TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$58,168OverpaymentAmt
Applied To ES Tax$58,168AppliedToESTaxAmt

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 FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HENRY KAUFMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127587100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1590 MADISON AVENUE 5TH FLOORAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
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

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
590 Madison Avenue 5th FloorNew YorkNY10022Pres/Treas/Dir - AS NEEDED0$0$0$0
Elaine Kaufman
590 Madison Avenue 5th FloorNew YorkNY10022VP/Dir - AS NEEDED0$0$0$0
Daniel S Kaufman
590 Madison Avenue 5th FloorNew YorkNY10022Sec/Dir - AS NEEDED0$0$0$0
Glenn D Kaufman
590 Madison Avenue 5th FloorNew YorkNY10022DIRECTOR - AS NEEDED0$0$0$0
Craig S Kaufman
590 Madison Avenue 5th FloorNew YorkNY10022DIRECTOR - 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$27,440,869AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,355,378AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,430,734FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,226,981TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$34,226,981AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$513,405CashDeemedCharitableAmt
Net Vl Noncharitable Assets$33,713,576NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,685,679MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,685,679MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,447TaxBasedOnInvestmentIncomeAmt
Total Tax$12,447TotalTaxAmt
Distributable Before Adj$1,673,232DistributableBeforeAdjAmt
Distributable Before Ded$1,673,232DistributableBeforeDedAmt
Distributable As Adjusted$1,673,232DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,754,860ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,754,860QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$12,447PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,742,413AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,673,232DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$587,355ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$419,134ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,006,489TotalExcessDistributionCyovAmt
Qualifying Distributions$2,754,860QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,673,232AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,081,628RemainingDistriFromCorpusAmt
Total Corpus$2,088,117TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,088,117ExcessDistriCyovToNextYrAmt
Excess From Year3$587,355ExcessFromYear3Amt
Excess From Year1$419,134ExcessFromYear1Amt
Excess From Current Year$1,081,628ExcessFromCurrentYearAmt
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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDR HENRY ELAINE KAUFMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1590 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2127587100RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
1891 Fredonia Opera House
PO Box 384FredoniaNY14063NonePCGeneral Charitable$3,500
American Academy of Arts & Sciences
136 Irving StCambridgeMA02138NonePCGeneral Charitable$5,000
American Committee for Shaare Zedek
55 West 39th Street 4th FloorNew YorkNY10018NonePCGeneral Charitable$2,000
American Jewish Committee
165 East 65th StreetNew YorkNY10022NonePCGeneral Charitable$10,000
Animal Medical Center
510 E 62nd StNew YorkNY10065NonePCGeneral Charitable$10,000
Atlanta Jewish Film Society Inc
1800 Peachtree St NW STE 830AtlantaGA30309NonePCGeneral Charitable$1,800
Austen Riggs Center
25 Main St PO Box 962StockbridgeMA01262NonePCGeneral Charitable$45,000
Bergen Volunteer Medical Initiative Inc
75 Essex Street Suite 100HackensackNJ07601NonePCGeneral Charitable$3,000
Bretton Woods Committee
1701 K St NW Ste 950WashingtonDC20006NonePCGeneral Charitable$500
Bronx Children's Museum
PO Box 1381BronxNY10451NonePCGeneral Charitable$500
Camp Sunshine
1850 Clairmont RoadDecaturGA30033NonePCGeneral Charitable$2,500
Chabad
719 Eastern Parkway 1BrooklynNY11213NonePCGeneral Charitable$6,000
Congregation Shir Shalom
252 W Spain StSonomaCA95476NonePCGeneral Charitable$3,600
Council for Economic Education
122 East 42nd St Suite 2600New YorkNY10168NonePCGeneral Charitable$2,500
Council on Foreign Relations
58 E 68th StNew YorkNY10065NonePCGeneral Charitable$25,000
Davis Academy
8105 Roberts DrAtlantaGA30350NonePCGeneral Charitable$5,000
Feltsman Piano Foundation
18 Hawk Hill RdNew PaltzNY12561NonePCGeneral Charitable$10,000
Franklin Lakes Volunteer Ambulance Corps
PO BOX 302Franklin LakesNJ07417NonePCGeneral Charitable$100
Friends of the Israeli Defense Forces
60 East 42nd StreetNew YorkNY10165NonePCGeneral Charitable$5,000
GCSEN Foundation
430 Old Neighbor RoadKingstonNY12401NonePCGeneral Charitable$3,000
Gem Theater Cultural & Perf Arts Ctr
PO Box 270392Kansas CityMO64127NonePCGeneral Charitable$5,000
Glen Rock Jewish Center
682 Harristown RdGlen RockNJ07452NonePCGeneral Charitable$2,000
Grassroots Environmental Education
52 Main StreetPort WashingtonNY11050NonePCGeneral Charitable$15,000
Group of Thirty
1701 K St NW Ste 950WashingtonDC20006NonePCGeneral Charitable$1,000
Hoffman Institute Foundation
1299 4th st 6th FloorSan RafaelCA94901NonePCGeneral Charitable$250
Institute of International Education
809 United Nations PlazaNew YorkNY10017NonePCGeneral Charitable$500,000
Jewish Educational Loan Fund
4549 Chamblee Dunwoody RdAtlantaGA30338NonePCGeneral Charitable$5,000
Jewish Federation of Atlanta
1440 Spring StAtlantaGA30309NonePCGeneral Charitable$3,600
Jewish Federation of Palm Beach County
1 Harvard Circle Suite 100West Palm BeachFL33409NonePCGeneral Charitable$56,000
Jewish Theological Seminary of America
3080 BroadwayNew YorkNY10027NonePCGeneral Charitable$5,000
Kaufman Music Center
Goodman House 129 W 67th StNew YorkNY10023NonePCGeneral Charitable$100,000
Kol Ami of Boca Raton
PO Box 810504Boca RatonFL33481NonePCGeneral Charitable$3,600
Kravis Center for the Performing Arts
701 Okeechobee BlvdWest Palm BeachFL33401NonePCGeneral Charitable$12,500
Midtown Assistance Center
30 Porter PL NEAtlantaGA30308NonePCGeneral Charitable$300
MJCCA
5342 Tilly Mill RdDunwoodyGA30338NonePCGeneral Charitable$1,100
Mosaic Mental Health
144 Pine St 140KingstonNY12401NonePCGeneral Charitable$10,000
Mount Sinai Health System
1 Gustave L Levy PlNew YorkNY10029NonePCGeneral Charitable$325,000
New York University
25 West 4th Street 4th FloorNew YorkNY10012NonePCGeneral Charitable$500,000
New York-Presbyterian
525 E 68th St Box 156New YorkNY10065NonePCGeneral Charitable$100,000
Norton Museum of Art
1451 S Olive AveWest Palm BeachFL33401NonePCGeneral Charitable$205,000
New York-Presbyterian
525 E 68th St Box 156New YorkNY10065NonePCGeneral Charitable$100,000
Orpheus Chamber Orchestra
490 Riverside DrNew YorkNY10027NonePCGeneral Charitable$10,000
Palm Beach Country Club Foundation
760 N Ocean BlvdPalm BeachFL33480NonePCGeneral Charitable$1,000
Palm Beach Dramaworks
201 Clematis StreetWest Palm BeachFL33401NonePCGeneral Charitable$1,000
The Palm Beach Symphony Society Inc
44 Cocoanut Row M207-BPalm BeachFL33480NonePCGeneral Charitable$5,000
Palm Beach United Way
44 Cocoanut Row Suite M201Palm BeachFL33480NonePCGeneral Charitable$1,500
Penn Engineering
5190 Old Easton RdDanboroPA18916NonePCGeneral Charitable$35,000
Hillel the Foundation for Jewish Campus Life
215 S 39th StreetPhiladelphiaPA19104NonePCGeneral Charitable$3,600
Public Broadcasting Atlanta
740 Bismark RoadAtlantaGA30324NonePCGeneral Charitable$150
Reconstructing Judaism
1299 Church RdWyncotePA19095NonePCGeneral Charitable$15,000
Rockefeller University
1230 York AveNew YorkNY10065NonePCGeneral Charitable$500
Sigma Phi Epsilon Educational Foundation
310 S BoulevardRichmondVA23220NonePCGeneral Charitable$1,200
South Florida PBS
3401 S Congress AveBoynton BeachFL33426NonePCGeneral Charitable$1,500
Temple Beth Abraham
25 Leroy AvenueTarrytownNY10591NonePCGeneral Charitable$3,000
Temple Beth El of Dunkirk
190 N County RoadPalm BeachFL33480NonePCGeneral Charitable$250
Temple Beth Rishon
585 Russell AvenueWyckoffNJ07481NonePCGeneral Charitable$118,000
Temple Emanu-El of Palm Beach
585 Russell AvenueWyckoffNJ07481NonePCGeneral Charitable$2,000
Temple Sinai
2475 W Atlantic AveDelray BeachFL33445NonePCGeneral Charitable$56,500
Epstein School Foundation Inc
335 Colewood WayAtlantaGA30328NonePCGeneral Charitable$2,500
The Jerusalem Fellowships
960 North 46th StreetBaton RougeLA70802NonePCGeneral Charitable$25,000
The Jewish Museum
1109 5th AveNew YorkNY10128NonePCGeneral Charitable$20,000
The Mussar Institute
6545 SW 133rd DrPinecrestFL33156NonePCGeneral Charitable$6,800
The Society of the Four Arts
Four Arts PlazaPalm BeachFL33480NonePCGeneral Charitable$25,000
The Temple
1589 Peachtree StreetAtlantaGA30309NonePCGeneral Charitable$100
The Valley Hospital Foundation
223 N Van Dien AveRidgewoodNJ07450NonePCGeneral Charitable$11,000
Volcker Alliance Inc
560 Lexington Avenue Ste 16BNew YorkNY10022NonePCGeneral Charitable$10,000
TheTrustees of University of Pennsylvania
3451 Walnut Street Suite 305PhiladelphiaPA19104NonePCGeneral Charitable$30,000
University of Maryland College Park Fdn
4603 Calvert RdCollege ParkMD20740NonePCGeneral Charitable$200,000
Untermyer Gardens
225 Peachtree StAtlantaGA30303NonePCGeneral Charitable$1,000
University of Vermont Medical Center Inc
111 Colchester AveBurlingtonVA05401NonePCGeneral Charitable$500
Valley Hospital Foundation
223 North Van Dien AvenueRidgewoodNJ07450NonePCGeneral Charitable$20,000
Visiting Nurse Service of New York
220 East 42nd StreetNew YorkNY10017NonePCGeneral Charitable$1,000
Washington University
Campus Box 1082 One Brookings DriveSaint LouisMO63130NonePCGeneral Charitable$25,000
Wave Hill
675 W 252nd StBronxNY10471NonePCGeneral Charitable$500
WNEDWBFO
3401 S Congress AveBoynton BeachFL33426NonePCGeneral Charitable$1,000
YESHIVA UNIVERSITY
500 West 185th StreetNEW YORKNY10033NONEPCGeneral Charitable$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,753,950TotalGrantOrContriPdDurYrAmt

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$10,418ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$630,910ExclusionAmt
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 Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$873,728ExclusionAmt
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$1,515,056ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,515,056TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHENRY AND ELAINE KAUFMANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1590 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,012,279TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property3,395 SHS MASTERCARD INC CL A COMMON STOCKNoncashPropertyDesc
Fair Market Value$1,012,279FairMarketValueAmt
Received2019-12-16ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBENDER LANE ADVISORY, LLCCategoryTxt
Amt$53,360Amt
Net Investment Income$53,360NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN$1,720,150$2,164,353
MORGAN STANLEY$4,575,495$5,629,300
GARDNER RUSSO GARDNER$7,497,422$13,103,626
SQ ADVISORS$0$0
CAPE ANN DEVELOPING MKTS FD$0$0
CHARLES SCHWAB$3,994,294$4,289,100

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AUTONOMYAT COST$5,000,000$5,422,098
ELEVATION PARTNERS LPAT COST$353,755$347
LEEDS EQUITY PARTNERS IV LPAT COST$1,099,591$6,333
ELEVATION DUNDEE PARTNERS, LPAT COST$0$0
ELEVATION MSP, LPAT COST$8,034$1,956

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJ TO CARRY DONATED SECURITIES AT COSTDesc
Amt$731,312Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS DEPT OF LAW$750$0$750
ALM$160$0$160
ELEVATION PARTNERS, LP$13$13
ELEVATION MSP BLOCKER HOLD LP$148$148
LEEDS EQUITY PARTNERS IV, LP$288$288
CAPE ANN OTHER EXPENSES$5,034$5,034
CAPE ANN NON-DEDUCTIBLE EXP.$374$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
CAPE ANN ADVISORY FEES$34,102$34,102
GARDNER RUSSO MANAGE/CUST FEES$113,821$113,821
SQ ADVISORS MANAGEMENT FEES$21,252$21,252

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES - GARDNER RUSSO$30,548$30,548
FOREIGN TAXES - SQ ADVISORS$533$533
FOREIGN TAXES - CAPE ANN$11,217$11,217

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