BADER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BADER FAMILY FOUNDATION (EIN 27-6359747)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349105833
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T16:45:00-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL LOUGHRAN STARR & VALLONE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 FRANKLIN AVENUE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276359747 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BADER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HANS BADER | InCareOfNm |
| Business Name Control | BADE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FLSV LLP | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HANS BADER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5168748800 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGG MARTORELLA CPA | PreparerPersonNm |
| PTIN | P00439763 | PTIN |
| Phone | 5168748800 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.74.233.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13079120203215000018 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9C75E335C367EC52DA2807DEC231CC20C9F89F3A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BC49916BAD7733E9B339D4A07E4F2159E3D81BB7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $82,976,523 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $257,973 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $257,973 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,017,836 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,017,836 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$228,971 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,469,460 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$257,639 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$257,639 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,789,199 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,018,170 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $51,285 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $214,871 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $214,871 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $257,563 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $222,563 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $523,719 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $437,434 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,103,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,103,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,626,819 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $437,434 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,103,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,837,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,580,736 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,544,940 | CashBOYAmt |
| Cash EOY | $6,166,165 | CashEOYAmt |
| Cash EOYFMV | $6,166,165 | CashEOYFMVAmt |
| Corporate Stock BOY | $73,344,050 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,287,523 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $76,810,358 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $86,888,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,453,688 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,976,523 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $86,888,990 | RetainedEarningBOYAmt |
| Retained Earning EOY | $86,453,688 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $86,888,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,453,688 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $86,888,990 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $86,453,688 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $86,888,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,837,620 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,402,318 | OtherIncreasesAmt |
| Subtotal | $86,453,688 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $86,453,688 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$228,971 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,486,713 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $79,265,410 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043988 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,803,324 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $68,909,577 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040681 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,426,784 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $54,729,728 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044341 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,605,087 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $48,933,173 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053238 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,256,877 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,061,785 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042533 | DistributionYr5Rt |
| Total Distribution | 0.224781 | TotalDistributionRt |
| Average Distribution | 0.044956 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $95,391,270 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,288,410 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,807 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,304,217 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,103,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,615 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,615 | SubtotalAmt |
| Tax Based On Investment Income | $31,615 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84,113 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $84,113 | TotalPaymentsAndCreditsAmt |
| Overpayment | $52,498 | OverpaymentAmt |
| Applied To ES Tax | $52,498 | 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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANS BADER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168748800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FLSV LLP 1475 FRANKLIN AVENUE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HANS BADER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FLSV LLP | AddressLine1Txt |
| Address Line2 | 1475 FRANKLIN AVENUE | AddressLine2Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $55,519,657 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,420,307 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,903,965 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $96,843,929 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $96,843,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,452,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $95,391,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,769,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,769,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,615 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,615 | TotalTaxAmt |
| Distributable Before Adj | $4,737,949 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,737,949 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,737,949 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,103,100 | 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 | $4,103,100 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,103,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,737,949 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,580,492 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,103,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,580,492 | AppliedToYear1Amt |
| Applied To Current Year | $522,608 | 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 |
| Undistributed Income CY | $4,215,341 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LARS BADER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FLSV LLP 1475 FRANKLIN AVENUE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5168748800 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CENTER FOR INDIVIDUAL RIGHTS | ||||||||
| 1233 20TH STREET NW | SUITE 300 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $435,000 |
| COMPETITIVE ENTERPRISE INSTITUTE | ||||||||
| 1310 L STREET NW | 7TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $28,000 |
| PROJECT PREVENTION | ||||||||
| 4365 SCHOOL HOUSE COMMONS SUITE 50 | HARRISBURG | NC | 28075 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $100,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION | ||||||||
| 510 WALNUT STREET SUITE 1250 | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $350,000 | |
| NATIONAL PARENTS ORGANIZATION | ||||||||
| PO BOX 270760 | BOSTON | MA | 02127 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $235,000 | |
| STOP ABUSE FOR EVERYONE | ||||||||
| 10030 SCENIC VIEW TERRACE | VIENNA | VA | 22182 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $600,000 | |
| MOUNTAIN STATES LEGAL FOUNDATION | ||||||||
| 2596 SOUTH LEWIS WAY | LAKEWOOD | CO | 80227 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $51,000 | |
| THE HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $145,000 | |
| CENTER FOR EQUAL OPPORTUNITY | ||||||||
| 7700 LEESBURG PIKE | SUITE 231 | FALLS CHURCH | VA | 22043 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $90,000 |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $130,000 | |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 200015403 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $60,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $161,000 | |
| MINDING THE CAMPUS INC | ||||||||
| 20 5TH AVE APT 14C | NEW YORK | NY | 100118860 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $28,000 | |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $29,000 | |
| CRIMINAL JUSTICE LEGAL FOUNDATION | ||||||||
| 2131 L STREET | SACRAMENTO | CA | 95816 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $100,000 | |
| NATIONAL ASSOCIATION OF SCHOLARS | ||||||||
| 8 WEST 38TH ST SUITE 503 | NEW YORK | NY | 10018 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $15,000 | |
| PUBLIC INTEREST LEGAL FOUNDATION | ||||||||
| 32 E WASHINGTON ST SUITE 1675 | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $40,000 | |
| STUDENT FREE PRESS ASSOCIATION | ||||||||
| 4771 MECHANIC RD | HILLSDALE | MI | 49242 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $30,000 | |
| STUDENT PRESS LAW CENTER INC | ||||||||
| 1608 RHODE ISLAND AVE NW SUITE 21 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | |
| CENTER OF THE AMERICAN EXPERIMENT | ||||||||
| 8421 WAYZATA BOULEVARD | SUITE 110 | GOLDEN VALLEY | MN | 55462 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $49,000 |
| THOMAS B FORDHAM INSTITUTE | ||||||||
| 1016 16TH STREET NW | 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $0 |
| JAMES G MARTIN CENTER FOR ACADEMIC RENEWAL | ||||||||
| 353 E SIX FORKS ROAD | SUITE 200 | RALEIGH | NC | 27609 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $30,000 |
| AMERICAN LEGISLATIVE EXCHANGE COUNCIL | ||||||||
| 2900 CRYSTAL DR | SUITE 600 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $0 |
| DONORS TRUST | ||||||||
| 1800 DIAGONAL ROAD | SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL CONTRIBUTION | $141,300 |
| EAGLE FORUM EDUCATION AND LEGAL DEFENSE FUND | ||||||||
| 322 STATE ST SUITE 301 | PO BOX 618 | ALTON | IL | 62002 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $0 |
| ELECTRONIC FRONTIER FOUNDATION | ||||||||
| 815 EDDY ST | SAN FRANCISCO | CA | 94109 | NONE | PC | CHARITABLE CONTRIBUTION | $0 | |
| GEORGE MASON'S LIBERTY AND LAW CENTER | ||||||||
| 4400 UNIVERSITY DR | MS 1A3 | FAIRFAX | VA | 22030 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $50,800 |
| GOLDWATER INSTITUTE | ||||||||
| 500 EAST CORONADO ROAD | PHOENIX | AZ | 85004 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $0 | |
| HEARTLAND INSTITUTE | ||||||||
| 3939 NORTH WILKE ROAD | ARLINGTON HEIGHTS | IL | 60004 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $0 | |
| NATIONAL LEGAL AND POLICY CENTER | ||||||||
| 107 PARK WASHINGTON COURT | FALLS CHURCH | VA | 22046 | NONE | PC | CHARITABLE CONTRIBUTION | $30,000 | |
| PROJECT ON FAIR REPRESENTATION | ||||||||
| 2200 WILSON BLVD | SUITE 102-13 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $85,000 |
| SPEECH FIRST | ||||||||
| 1300 I ST NW | SUITE 400E | WASHINGTON DC | DC | 20005 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $145,000 |
| STUDENTS FOR FAIR ADMISSIONS | ||||||||
| 2200 WILSON BLVD | SUITE 102-103 | ARLINGTON | VA | 22201 | NONE | GENERAL CHARITABLE CONTRIBUTION | $0 | |
| THE CHARLEMAGNE INSTITUTE | ||||||||
| 8011 34TH AVE S | SUITE C-11 | BLOOMINGTON | MN | 55425 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $20,000 |
| THE FEDERALIST SOCIETY | ||||||||
| 1776 I ST NW | SUITE 300 | WASHINGTON DC | DC | 20006 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $0 |
| UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BOULEVARD | SUITE 1400 | LOS ANGELES | CA | 900246516 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 |
| WISCONSIN INSTITUTE FOR LAW AND LIBERTY | ||||||||
| 1139 E KNAPP ST | MILWAUKEE | WI | 532022828 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $85,000 | |
| REASON FOUNDATION | ||||||||
| 5737 MESMER AVENUE | LOS ANGELES | CA | 902306316 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $32,000 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD | SUITE 900 | ARLINGTON | VA | 22203 | NONE | CHARITABLE CONTRIBUTION | $20,000 | |
| BECKET FUND FOR RELIGIOUS LIBERTY | ||||||||
| 1200 NEW HAMPSHIRE AVE NW | SUITE 700 | WASHINGTON | DC | 20036 | NONE | CHARITABLE CONTRITBUION | $125,000 | |
| STATE POLICY NETWORK | ||||||||
| 1655 NORTH FORT MYER DRIVE | SUITE 360 | ARLINGTON | VA | 22209 | NONE | CHARITABLE CONTRIBUTION | $0 | |
| ALLIANCE DEFENDING FREEDOM | ||||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | CHARITABLE CONTRIBUTION | $100,000 | |
| CENTER FOR PROSECUTOR INTEGRITY | ||||||||
| PO BOX 1221 | ROCKVILLE | MD | 20849 | NONE | PC | CHARITABLE CONTRIBUTION | $100,000 | |
| FAMILY REUINION | ||||||||
| 10030 SCENIC VIEW TERRACE | VIENNA | VA | 22182 | NONE | PC | CHARITABLE CONTRIBUTION | $200,000 | |
| FOUNDATION FOR ECONOMIC EDUCATION | ||||||||
| 1819 PEACHTREE ROAD NE | SUITE 300 | ATLANTA | GA | 30309 | NONE | PC | CHARITABLE CONTRIBUTION | $3,000 |
| GENETIC LITERACY PROJECT | ||||||||
| 3475 PIEDMONT ROAD NE | SUITE 1500 | ATLANTA | GA | 30305 | NONE | PC | CHARITABLE CONTRIBUTION | $20,000 |
| HAMILTON LINCOLN LAW INSTITUTE | ||||||||
| 1629 K STREET NW | WASHINGTON | DC | 20006 | NONE | PC | CHARITABLE CONTRIBUTION | $180,000 | |
| LIBERTY JUSTICE CENTER | ||||||||
| 190 SOUTH LASALLE STREET | SUITE 1500 | CHICAGO | IL | 60603 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 |
| REAL CLEAR FOUNDATION | ||||||||
| 666 DUNDEE ROAD | SUITE 600 | NORTHBROOK | IL | 60062 | NONE | PC | CHARITABLE CONTRIBUTION | $15,000 |
| THOMAS JEFFERSON INSTITUTE FOR PUBLIC POLICY | ||||||||
| 7011 DREAMS WAY COURT | ALEXANDRIA | VA | 22315 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | PC | CHARITABLE CONTRIBUTION | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,103,100 | 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 | $257,973 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,017,836 | 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 | -$228,971 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$257,639 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,789,199 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,789,199 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $51,285 | Amt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AUERBACH GRAYSON 0015 | $46,708,562 | $39,828,840 |
| EMERGING VALUE OPPORTUNITIES | $2,116,901 | $2,708,710 |
| LSV SPECIAL OPPORTUNITIES III | $157,885 | $1,013,262 |
| FORUM (SPV), LTD. | $0 | $0 |
| ERSTE/BULL AND BEAR | $2,648,418 | $990,753 |
| SAIL PACIFIC EXPLORER | $0 | $0 |
| DENHOLM RUSSIA CLASS B & C | $92,244 | $0 |
| JPMORGAN | $1,217,724 | $645,517 |
| HIMELSIN MANDEL RUBY | $0 | $0 |
| GLG EMERGING MARKET SPECIAL | $0 | $0 |
| WHITECAP | $0 | $0 |
| LSV SPECIAL OPPORT FUND IV | $1,534,631 | $3,227,264 |
| VISION | $125,487 | $1,264,400 |
| ADM GALLEUS | $788 | $10,920 |
| ALLBLUE LIMITED | $0 | $0 |
| DOUBLEBLUE ARGENTINA CONSUMER | $1,749,414 | $1,679,519 |
| SIERRA CAPITAL INVESTMENTS LP | $2,655,061 | $2,655,061 |
| GERIBA CREDIT OPPORTUNITIES | $1,349,230 | $1,349,230 |
| LSV SPEC OPPS FUND V | $4,559,228 | $5,219,227 |
| LSV SPEC OPPS FUND V CLASS C J | $2,469,235 | $2,709,714 |
| LSV SPEC OPPS FUND V CLASS C F | $3,210,604 | $3,520,240 |
| BTG PRACTUAL | $1,547,815 | $1,769,475 |
| ANGION BIOMEDICA CORP | $700,000 | $700,000 |
| STARBOARD SPECIAL SITUATIONS | $2,192,419 | $2,192,419 |
| NEW GLOBE SCHOOLS | $1,354,000 | $1,354,000 |
| INTERACTIVE BROKERS LLC | $3,897,877 | $3,971,807 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $28,699 | $28,699 |
| ADR FEE - AUERBACH GRAYSON | $107,765 | $107,765 |
| PORTFOLIO DEDUCTION THRU SIERR | $60,175 | $60,175 |
| PORTFOLIO DEDUCTION THRU GERIB | $2,433 | $2,433 |
| 1099-MISC PAID TO HANS BADER | $35,000 | $0 |
| FEES THROUGH INTERACTIVE BROKE | $23,210 | $23,210 |
| MARGIN INTEREST THRU INTERACTI | $281 | $281 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SECTION 988 INCOME THROUGH JPMORGAN | $0 | $0 |
| SECTION 988 INCOME THROUGH AUERBACH GRAYSON 0015 | $0 | $0 |
| SECTION 1256 INCOME THROUGH INTER BROKER | -$166,786 | -$166,786 |
| ORDINARY INC. THROUGH STARBOARD SPECIAL | -$90,853 | -$90,853 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH RECEIPT FROM P/Y ADJUSTMENT | Desc |
| Amt | $2,402,318 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2018 EXTENSION PAYMENT | $125,000 | $125,000 |
| FOREIGN TAX WITHHOLDING | $89,871 | $89,871 |
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