EVE & SIMON COLIN FAM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EVE & SIMON COLIN FAM FOUNDATION (EIN 35-7290634)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-09-07
- IRS object ID
- 202522509349100602
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-07T14:23:01-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 WESTCHESTER AVE SUITE N-328 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 357290634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVE & SIMON COLIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVE& | BusinessNameControlTxt |
| Phone | 5168696700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO MIDWOOD 430 PARK AVE - 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA COLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5168696700 | PhoneNum |
| Signature | 2025-09-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAIK SHAKEEL HUSSAIN | PreparerPersonNm |
| PTIN | P01352370 | PTIN |
| Phone | 9149492990 | PhoneNum |
| Preparation | 2025-09-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,990,986 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,001 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,001 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $177,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $177,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,305,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,746,389 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,305,404 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,342 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $179 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,489,387 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,484,224 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $41,044 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,044 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,212 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $238 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $233 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,489 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $497,709 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $497,709 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $546,223 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,489 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $497,709 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,943,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,440,735 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,579 | CashBOYAmt |
| Cash EOY | $26,896 | CashEOYAmt |
| Cash EOYFMV | $26,896 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $767,456 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,293,449 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,293,449 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,848,428 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,873,846 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,569,034 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $678,648 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,084 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $101,607 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,302,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,245,275 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,990,986 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $5,718,969 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $5,718,969 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$416,858 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,526,306 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,302,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,245,275 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,302,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,245,275 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,302,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,943,164 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,245,275 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,245,275 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $6,734,872 | $2,440,985 | $4,293,887 | $4,293,887 | |
| ALTERNATIVE INV-CAPITAL GAIN DISTRIBUTIONS | $11,430 | $11,430 | $11,430 | P | |
| WEXFORD PARTNERS 10 LP | $87 | $87 | $87 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,305,404 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,726 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61,726 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,304 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $72,304 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $64 | EsPenaltyAmt |
| Overpayment | $10,514 | OverpaymentAmt |
| Applied To ES Tax | $10,514 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168696700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MIDWOOD 430 PARK AVE - 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA COLIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 PARK AVE - 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $10,178,054 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $714,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $101,606 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,994,251 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,994,251 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,829,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $541,467 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $541,467 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,726 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $156 | IncomeTaxAmt |
| Total Tax | $61,882 | TotalTaxAmt |
| Distributable Before Adj | $479,585 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $479,585 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $479,585 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $497,709 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $497,709 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $479,585 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $490,750 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $497,709 | QualifyingDistributionsAmt |
| Applied To Year1 | $490,750 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,959 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $472,626 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALS THERAPY DEVELOPMENT INSTITUTE (ALS TDI) | ||||||
| 480 ARSENAL STREET - STE 201 | WATERTOWN | MA | 02472 | PC | GENERAL SUPPORT | $5,000 |
| ANIMAL MEDICAL CENTER | ||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | PC | GENERAL SUPPORT | $25,000 |
| BOYS & GIRLS CLUB NORTHERN WESTCHESTER | ||||||
| 351 MAIN ST | MT KISCO | NY | 10549 | PC | GENERAL SUPPORT | $10,000 |
| BRUCE AND MARSHA MOSKOWITZ FOUNDATION INC | ||||||
| 223 SUNSET AVENUE SUITE 200 | PALM BEACH | FL | 33480 | PC | GENERAL SUPPORT | $25,000 |
| CHILDREN OF FALLEN PATRIOTS | ||||||
| 1818 LIBRARY STREET SUITE 500 | RESTON | VA | 20190 | PC | GENERAL SUPPORT | $10,000 |
| CLARK UNIVERSITY | ||||||
| 950 MAIN STREET | WORCESTER | MA | 016101477 | PC | GENERAL SUPPORT | $50,000 |
| GREENWICH COUNTRY DAY SCHOOL | ||||||
| 401 OLD CHURCH ROAD | GREENWICH | CT | 06830 | PC | GENERAL SUPPORT | $50,250 |
| GREENWICH HIGH SCHOOL | ||||||
| 10 HILLSIDE ROAD | GREENWICH | CT | 06830 | PC | GENERAL SUPPORT | $10,000 |
| GREENWICH HOSPITAL | ||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | PC | GENERAL SUPPORT | $20,000 |
| GREENWICH INTERNATIONAL FILM FESTIVAL | ||||||
| 0 HORSENECK LANE | GREENWICH | CT | 06830 | PC | GENERAL SUPPORT | $50,000 |
| GREENWICH TOWN PARTY INC | ||||||
| PO BOX 59 | GREENWICH | CT | 06870 | PC | GENERAL SUPPORT | $18,000 |
| JEWISH FAMILY SERVICES OF GREENWICH | ||||||
| 67 HOLLY HILL LANE | GREENWICH | CT | 06830 | PC | GENERAL SUPPORT | $20,556 |
| NYU LANGONE MEDICAL CENTER | ||||||
| 24 WEST FOURTH STREET 4TH FLOOR | NEW YORK | NY | 10012 | PC | GENERAL SUPPORT | $20,000 |
| ROBINHOOD FOUNDATION | ||||||
| 826 BROADWAY | NEW YORK | NY | 10003 | PC | GENERAL SUPPORT | $2,000 |
| STAMFORD HOSPITAL FOUNDATION | ||||||
| 1351 WASHINGTON BLVD SUITE 202 | STAMFORD | CT | 06902 | PC | GENERAL SUPPORT | $30,000 |
| TEMPLE SHOLOM | ||||||
| 300 E PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | GENERAL SUPPORT | $30,003 |
| THE LEFFELL SCHOOL | ||||||
| 555 W HARTSDALE AVE | HARTSDALE | NY | 10530 | PC | GENERAL SUPPORT | $40,000 |
| UNIVERSITY OF MIAMI | ||||||
| PO BOX 025388 | MIAMI | FL | 33102 | PC | GENERAL SUPPORT | $50,000 |
| WILD BIRD FUND | ||||||
| 565 COLUMBUS AVE | NEW YORK | NY | 10024 | PC | GENERAL SUPPORT | $2,500 |
| BELEV ECHAD | ||||||
| 1766 2ND AVE | NEW YORK | NY | 10128 | PC | GENERAL SUPPORT | $5,400 |
| BRUCE MUSEUM | ||||||
| 1 MUSEUM DR | GREENWICH | CT | 06830 | PC | GENERAL SUPPORT | $1,000 |
| CHABAD UNIVERSITY OF MIAMI | ||||||
| 1251 HARDEE RD | CORAL GABLES | FL | 33146 | PC | GENERAL SUPPORT | $500 |
| HARRISON YOUTH SOCCER CLUB | ||||||
| 1 MAIN ST | HARRISON | NY | 10528 | PC | GENERAL SUPPORT | $2,000 |
| MASSACHUSETTS WONDERFUND | ||||||
| 77 ROWE STREET | NEWTON | MA | 02466 | PC | GENERAL SUPPORT | $20,000 |
| WABASH VALLEY COMMUNITY FOUNDATION | ||||||
| 200 S 8TH ST | TERRE HAUTE | IN | 47807 | PC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $497,709 | 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 | $1,001 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,640 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,891 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $451 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,305,404 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,891 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,484,496 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,489,387 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FMC - ALPHABET, INC | $223,027 | $443,813 |
| FMC - AMERICAN WTR WKS CO | $17,995 | $124,299 |
| FMC - APPLE INC | $129,525 | $375,237 |
| FMC - AUTOZONE INC | $147,374 | $421,260 |
| FMC - BERKSHIRE HATHAWAY CLASS B | $127,181 | $395,908 |
| FMC - DANAHER CORP | $58,439 | $196,528 |
| FMC - KKR & CO, INC | $107,052 | $274,268 |
| FMC - LOWES CO | $195,124 | $255,284 |
| FMC - MCDONALD'S CORP | $212,142 | $262,315 |
| FMC - MICROSOFT CORP | $29,305 | $381,156 |
| FMC - NIKE INC | $124,728 | $82,143 |
| FMC - ORACLE CORP | $162,591 | $509,394 |
| FMC - S&P GLOBAL INC | $48,043 | $204,153 |
| FMC - VANGUARD S&P 500 ETF | $462,601 | $642,884 |
| FMC - BROOKFIELD CORP | $128,851 | $232,275 |
| FMC - NESTLE | $204,356 | $165,410 |
| FMC - HOLOGIC INC | $148,419 | $161,740 |
| FMC - VISA | $169,035 | $186,374 |
| FMC - INVESCO | $733,600 | $828,563 |
| FMC - STRYKER CORP | $236,191 | $272,554 |
| FMC - UNITEDHEALTH GROUP INC | $239,270 | $262,493 |
| JPM 7005 - EQUITIES | $3,968,997 | $3,890,983 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JPM - KKR ASIAN FUND II | AT COST | $17,342 | $24,830 |
| WEXFORD PARTNERS 10 LP | AT COST | $33,742 | $33,742 |
| JPM - BREP ASIA PRIVATE INVESTORS | AT COST | $0 | $29,209 |
| JPM - HPS MEZZANINE PRIVATE INVESTORS | AT COST | $0 | $1,726 |
| JPM - STARWOOD SOF IX | AT COST | $0 | $12,100 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP EXPENSES | Desc |
| Revenue And Expenses Per Books | $238 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $233 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP ORDINARY INCOME/LOSS | Desc |
| Revenue And Expenses Per Books | $5,342 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $179 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,342 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $41,044 | Amt |
| Net Investment Income | $41,044 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $5,020 | $0 | $0 |
| FOREIGN TAX | $2,212 | $2,212 | $0 |
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