NEW TAMARIND FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NEW TAMARIND FOUNDATION (EIN 26-3324875)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-13
- IRS object ID
- 202502869349101170
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-13T15:08:24-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263324875 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW TAMARIND FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PKF O'CONNOR DAVIES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWT | BusinessNameControlTxt |
| Phone | 2122862600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN RECHNITZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2122862600 | PhoneNum |
| Signature | 2025-10-13 | 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 | THOMAS BLANEY | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2025-10-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $155,811,875 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $189,954 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $189,954 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $393,353 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $393,353 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,272,380 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,997,822 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,567,642 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $125 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $125 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,855,812 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,151,074 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $550,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $550,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $95,665 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $95,665 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $281,633 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $270,585 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,048 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,954 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,954 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $569 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $569 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,135 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $955,456 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $284,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $670,917 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,357,179 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,357,179 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,312,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $284,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,028,096 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,543,177 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,866,535 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $170,449 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $4,184,573 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,331,222 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,331,222 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $136,775,509 | CorporateStockBOYAmt |
| Corporate Stock EOY | $151,480,653 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $151,480,653 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $141,130,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $155,811,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $155,811,875 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $141,130,531 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $155,811,875 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $141,130,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $155,811,875 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $141,130,531 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $155,811,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $141,130,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,543,177 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,138,167 | OtherIncreasesAmt |
| Subtotal | $155,811,875 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $155,811,875 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $5,603,859 | $4,354,333 | $1,249,526 | $1,249,526 |
| SALE OF PUBLICLY TRADED SECURITIES | $12,393,963 | $2,075,847 | $10,318,116 | $10,318,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,567,642 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $164,945 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $164,945 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $164,945 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $207,548 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $207,548 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $42,603 | OverpaymentAmt |
| Applied To ES Tax | $42,603 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | 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 | PKF O'CONNOR DAVIES LLP | IndividualWithBooksNm |
| Phone | 2122862600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOAN RECHNITZ | ||||||||
| C/O PKFOD 500 MAMARONECK AVENUE | SUITE HARRISON | NY | 10528 | PRESIDENT, DIRECTOR | 3.00 | $0 | $0 | $0 |
| JOHN DIAS | ||||||||
| C/O PKFOD 500 MAMARONECK AVENUE | SUITE HARRISON | NY | 10528 | VICE PRESIDENT, DIRECTOR | 35.00 | $275,000 | $37,114 | $25 |
| WENDIE EIGEN-WEINSTEIN | ||||||||
| C/O PKFOD 500 MAMARONECK AVENUE | SUITE HARRISON | NY | 10528 | TREASURER, DIRECTOR | 2.00 | $0 | $0 | $0 |
| MICHAEL HURST | ||||||||
| C/O PKFOD 500 MAMARONECK AVENUE | SUITE HARRISON | NY | 10528 | SECRETARY, DIRECTOR | 35.00 | $275,000 | $20,876 | $25 |
| HELAINE LERNER | ||||||||
| C/O PKFOD 500 MAMARONECK AVENUE | SUITE HARRISON | NY | 10528 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SCOTT CULLEN | ||||||||
| C/O PKFOD 500 MAMARONECK AVENUE | SUITE HARRISON | NY | 10528 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST MANHATTAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $270,585 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $152,541,629 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,645,941 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $157,187,570 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $157,187,570 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,357,814 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $154,829,756 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,741,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,741,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $164,945 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $164,945 | TotalTaxAmt |
| Distributable Before Adj | $7,576,543 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,576,543 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,576,543 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,028,096 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,028,096 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,576,543 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $161,590 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $6,023,981 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,185,571 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,028,096 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,576,543 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,451,553 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,637,124 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,637,124 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $161,590 | ExcessFromYear3Amt |
| Excess From Year1 | $6,023,981 | ExcessFromYear1Amt |
| Excess From Current Year | $1,451,553 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELAINE LERNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSOCIATION OF NEW JERSEY ENVIRONMENTAL COMMISSIONS | |||||||
| PO BOX 157 300 MENDHAM ROAD | MENDHAM | NJ | 07945 | N/A | PC | GENERAL SUPPORT | $25,000 |
| BRUCE SPRINGSTEEN ARCHIVES AND CENTER FOR AMERICAN MUSIC CORPORATION | |||||||
| 400 CEDAR AVENUE | WEST LONG BRANCH | NJ | 07764 | N/A | PC | CAPITAL CAMPAIGN | $1,001,006 |
| CIVICA FOUNDATION | |||||||
| 2912 W EXECUTIVE PKWY STE 325 | LEHI | UT | 84043 | N/A | PC | GENERAL SUPPORT | $250,000 |
| HABCORE | |||||||
| 788 SHREWSBURY AVENUE 2151 | TINTON FALLS | NJ | 07724 | N/A | GENERAL SUPPORT | $100,000 | |
| HACKENSACK MERIDIAN HEALTH FOUNDATION | |||||||
| 343 THORNALL STREET 7TH FLOOR | EDISON | NJ | 08837 | N/A | PC | GENERAL SUPPORT | $997,046 |
| LONG ISLAND UNIVERSITY | |||||||
| 720 NORTHERN BLVD | BROOKVILLE | NY | 11548 | N/A | PC | SCHOLARSHIP FUND | $165,000 |
| LUNCH BREAK | |||||||
| 121 DR JAMES PARKER BLVD | RED BANK | NJ | 07701 | N/A | PC | GENERAL SUPPORT | $300,000 |
| MERIDIAN PRIME INC | |||||||
| PO BOX 1829 | DILLON | CO | 80435 | N/A | PC | SUPPORT OF TRANSFORMATIONAL INVESTING IN FOOD SYSTEMS | $100,000 |
| MONMOUTH CONSERVATION FOUNDATION | |||||||
| PO BOX 4150 | MIDDLETOWN | NJ | 07748 | N/A | PC | GENERAL SUPPORT | $135,000 |
| MONMOUTH MEDICAL CENTER FOUNDATION INC | |||||||
| 2 CRESCENT PLACE | OCEANPORT | NJ | 07757 | N/A | GENERAL SUPPORT | $100,000 | |
| MONMOUTH UNIVERSITY | |||||||
| 400 CEDAR AVENUE | WEST LONG BRANCH | NJ | 07764 | N/A | PC | SCHOLARSHIP FUND | $2,252,012 |
| NEW JERSEY HIGHLANDS COALITION | |||||||
| 508 MAIN ST | BOONTON | NJ | 07005 | N/A | PC | GENERAL SUPPORT | $175,000 |
| NEW JERSEY LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||
| PO BOX 1237 | TRENTON | NJ | 08607 | N/A | GENERAL SUPPORT | $200,000 | |
| PARKER FAMILY HEALTH CENTER INC | |||||||
| 211 SHREWSBURY AVENUE | RED BANK | NJ | 07701 | N/A | PC | GENERAL SUPPORT | $100,000 |
| PINELANDS PRESERVATION ALLIANCE | |||||||
| 17 PEMBERTON ROAD | SOUTHAMPTON | NJ | 08088 | N/A | PC | GENERAL SUPPORT | $325,000 |
| PLAYERS PHILANTHROPY FUND | |||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | N/A | PC | SUPPORT OF INVISIBLE INTERNATIONAL | $225,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | |||||||
| 6 WEST 48TH STREET | NEW YORK | NY | 10036 | N/A | PC | SUPPORT OF PLASTIC SOLUTIONS FUND | $250,000 |
| THE FOODBANK OF MONMOUTH AND OCEAN COUNTIES INC DBA FULFILL | |||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | N/A | PC | CAPITAL CAMPAIGN | $1,004,615 |
| UNITED WAY OF MONMOUTH AND OCEAN COUNTIES | |||||||
| 4814 OUTLOOK DRIVE SUITE 107 | WALL TOWNSHIP | NJ | 07753 | N/A | PC | GENERAL SUPPORT | $150,000 |
| VIN GOPAL CIVIC ASSOCIATION | |||||||
| 97 APPLE STREET | TINTON FALLS | NJ | 07724 | N/A | PC | GENERAL SUPPORT | $2,500 |
| VOLUNTEERS IN MEDICINE BERKSHIRES INC | |||||||
| 777 MAIN STREET SUITE 4 | GREAT BARRINGTON | MA | 01230 | N/A | PC | GENERAL SUPPORT | $400,000 |
| WEBER STATE UNIVERSITY | |||||||
| 1265 VILLAGE DRIVE | OGDEN | UT | 84408 | N/A | PC | GENERAL SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,357,179 | 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 | $189,954 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $393,353 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $125 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,272,380 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,855,812 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,855,812 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PKF O'CONNOR DAVIES ADVISORY, LLC | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC. CLASS A - 131 SHRS. | $95,472,800 | $95,472,800 |
| BERKSHIRE HATHAWAY INC. CLASS B - 2967 SHRS. | $1,441,280 | $1,441,280 |
| BROADCOM INC. - 19000 SHRS. | $5,237,350 | $5,237,350 |
| ORACLE CORPORATION - 20000 SHRS. | $4,372,600 | $4,372,600 |
| AUTOZONE, INC. - 1050 SHRS. | $3,897,842 | $3,897,842 |
| KKR & CO INC - 27000 SHRS. | $3,591,810 | $3,591,810 |
| TAKE-TWO INTERACTIVE SOFTWARE, INC. - 14500 SHRS. | $3,521,325 | $3,521,325 |
| ASML HOLDING NV SPONSORED ADR - 3500 SHRS. | $2,804,865 | $2,804,865 |
| APPLIED MATERIALS, INC. - 15000 SHRS. | $2,746,050 | $2,746,050 |
| NVIDIA CORPORATION - 16000 SHRS. | $2,527,840 | $2,527,840 |
| ANSYS, INC. - 7000 SHRS. | $2,458,540 | $2,458,540 |
| SALESFORCE, INC. - 9000 SHRS. | $2,454,210 | $2,454,210 |
| ALPHABET INC. CLASS C - 13500 SHRS. | $2,394,765 | $2,394,765 |
| COPART, INC. - 46000 SHRS. | $2,257,220 | $2,257,220 |
| VERTIV HOLDINGS CO. CLASS A - 17500 SHRS. | $2,247,175 | $2,247,175 |
| MICROSOFT CORPORATION - 4500 SHRS. | $2,238,345 | $2,238,345 |
| LANDBRIDGE COMPANY LLC CLASS A - 30000 SHRS. | $2,027,400 | $2,027,400 |
| LINDE PLC - 4000 SHRS. | $1,876,720 | $1,876,720 |
| THERMO FISHER SCIENTIFIC INC. - 4500 SHRS. | $1,824,570 | $1,824,570 |
| LOWE'S COMPANIES, INC. - 7500 SHRS. | $1,664,025 | $1,664,025 |
| UNION PACIFIC CORPORATION - 7000 SHRS. | $1,610,560 | $1,610,560 |
| LVMH MOET HENNESSY LOUIS VUITTON SE - 3000 SHRS. | $1,565,481 | $1,565,481 |
| UNITEDHEALTH GROUP INCORPORATED - 4000 SHRS. | $1,247,880 | $1,247,880 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER AND INTERNET EXPENSE | $938 | $0 | $938 |
| FILING FEE | $1,952 | $0 | $1,952 |
| OFFICE SUPPLIES AND EXPENSES | $1,275 | $0 | $1,275 |
| PAYROLL PROCESSING | $1,440 | $0 | $1,440 |
| POSTAGE | $435 | $0 | $435 |
| DUES AND SUBSCIPTIONS | $95 | $0 | $95 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $125 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED APPRECIATION FOR THE YEAR | $8,053,987 |
| GAIN ON DISTRIBUTION OF SECURITIES AS GRANTS | $4,084,180 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $270,585 | $270,585 | $0 |
| WENDIE EIGEN-WEINSTEIN LLC | $11,048 | $0 | $11,048 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $13,954 | Amt |
| Net Investment Income | $13,954 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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