DAVID BERG FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DAVID BERG FOUNDATION INC (EIN 13-3753217)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201903169349101230
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T13:04:12-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133753217 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID BERG FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2125178634 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 FIFTH AVENUE NO 4G | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE TOCCI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125178634 | PhoneNum |
| Signature | 2019-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2019-10-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.15.211.182 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-08 | IPDt |
| IP Tm | 13:51:29 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 40DFD97C23B761131A893E112484B80F36E3DF78 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $90,488,952 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $58,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $293 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,168 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,238,229 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,314,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,112,852 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,059,056 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,548,160 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $163,840 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,409,374 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,027,170 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $559,990 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $111,998 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $447,992 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $291,949 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,366 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $270,583 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $507,611 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $96,217 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $411,394 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $54,394 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $23,270 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $31,124 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $78,880 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,440 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $39,440 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $491,150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $446,029 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $45,031 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $29,317 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $69,327 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61,525 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $70,479 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,981 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $58,498 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $30,520 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,331 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,189 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75,986 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $440,224 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $68,509 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,230,286 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,282,698 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,401,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,607,593 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,609,910 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,837,879 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,282,698 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,011,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,428,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,744,472 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $194,656 | CashBOYAmt |
| Cash EOY | $159,661 | CashEOYAmt |
| Cash EOYFMV | $159,661 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $630,220 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $851,759 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $851,759 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,331,920 | AcctRcvblAmt |
| Acct Rcvbl BOY | $500,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,331,920 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,331,920 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $33,521 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $35,882 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $35,882 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $11,070,733 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,814,917 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,814,917 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $90,160,545 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $80,283,113 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,283,113 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $46,388 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,388 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $11,510 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,700 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,700 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $102,601,185 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,488,952 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $90,488,952 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $80,282 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $24,284 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,126,151 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,123,834 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $458,758 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $244,737 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,665,191 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,392,855 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $97,935,994 | UnrestrictedBOYAmt |
| Unrestricted EOY | $86,096,097 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $97,935,994 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,096,097 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,601,185 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $90,488,952 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $97,935,994 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,428,505 | ExcessRevenueOverExpensesAmt |
| Other Increases | $195,000 | OtherIncreasesAmt |
| Subtotal | $95,702,489 | SubtotalAmt |
| Other Decreases | $9,606,392 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $86,096,097 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB LYRICAL ASSET MANAGEMENT | P | $591,994 | $668,173 | -$76,179 | -$76,179 |
| EAGLE MANAGEMENT EQUITIES | P | $1,517,437 | $960,937 | $556,500 | $556,500 |
| GARDNER RUSSO AND GARDNER EQUITIES | P | $3,194,078 | $2,375,926 | $818,152 | $818,152 |
| HARVEST MLP INCOME FUND II LLC | P | $323,173 | $350,000 | -$26,827 | -$26,827 |
| SEVEN BRIDGES MULTI-STRATEGY FUND LTD | P | $2,323,841 | $2,229,413 | $94,428 | $94,428 |
| UBS COVERED CALLS ACCOUNT | P | $2,898,434 | $2,789,153 | $109,281 | $109,281 |
| UBS INVESTMENT ACCOUNT | P | $14,158,874 | $14,137,294 | $21,580 | $21,580 |
| OTHER (LIMITED PARTNERSHIPS) | P | $416,955 | $416,955 | $416,955 | |
| CAPITAL GAINS DIVIDENDS | P | $634,270 | $634,270 | $634,270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,548,160 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,253,070 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $98,152,643 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053519 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,409,782 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $93,381,384 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057932 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,089,890 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $103,430,008 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058879 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,444,721 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $105,024,688 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051842 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,345,878 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $101,249,875 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052799 | DistributionYr5Rt |
| Total Distribution | 0.274971 | TotalDistributionRt |
| Average Distribution | 0.054994 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $99,095,239 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,449,644 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $27,445 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,477,089 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,011,670 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $54,889 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $54,889 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $54,889 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,226 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $56,226 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,337 | OverpaymentAmt |
| Applied To ES Tax | $1,337 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHELE TOCCI | IndividualWithBooksNm |
| Phone | 2125178634 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 FIFTH AVENUE SUITE 4G | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MICHELE C TOCCI | ||||||||
| 800 FIFTH AVENUE SUITE 4G | NEW YORK | NY | 10065 | PRESIDENT | 40.00 | $559,990 | $423,226 | $0 |
| WILLIAM D ZABEL | ||||||||
| 800 FIFTH AVENUE SUITE 4G | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| H JEROME ZOFFER | ||||||||
| 800 FIFTH AVENUE SUITE 4G | NEW YORK | NY | 10065 | DIRECTOR | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ABBY L KAUFTHAL | ||||||||
| 800 FIFTH AVENUE SUITE 4G | NEW YORK | NY | 10065 | SENIOR PROGRAM OFFIC | 24.00 | $125,120 | $18,768 | $0 |
| THERESA MAY | ||||||||
| 800 FIFTH AVENUE SUITE 4G | NEW YORK | NY | 10065 | ADMINISTRATOR | 32.00 | $106,829 | $29,912 | $0 |
| SARAH KUKIN | ||||||||
| 800 FIFTH AVENUE SUITE 4G | NEW YORK | NY | 10065 | PROJECT MANAGER | 32.00 | $60,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UBS PRIVATE WEALTH MANAGEMENT | ||||||
| 1285 AVENUE OF THE AMERICAS 38TH | FLOOR | NEW YORK | NY | 10019 | INVESTMENT MGMT | $282,334 |
| SEVEN BRIDGES ADVISORS LLC | ||||||
| 9 WEST 57TH STREET 29TH FLOOR | NEW YORK | NY | 10019 | INVESTMENT MGMT | $93,851 | |
| PKF O'CONNOR DAVIES | ||||||
| 665 FIFTH AVENUE | NEW YORK | NY | 10022 | AUDIT/TAX PREP | $60,680 | |
| SCHULTE ROTH & ZABEL | ||||||
| 919 3RD AVENUE | NEW YORK | NY | 10022 | LEGAL | $54,394 | |
| 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 | $99,563,748 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,040,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $100,604,304 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $100,604,304 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,509,065 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,095,239 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,954,762 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,954,762 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54,889 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54,889 | TotalTaxAmt |
| Distributable Before Adj | $4,899,873 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,899,873 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,899,873 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,011,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,011,670 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,011,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,899,873 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $370,918 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $244,089 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $961,387 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $427,388 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $394,463 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,398,245 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,011,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,899,873 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,797 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,510,042 | 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 | $370,918 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,139,124 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $244,089 | ExcessFromYear4Amt |
| Excess From Year3 | $961,387 | ExcessFromYear3Amt |
| Excess From Year2 | $427,388 | ExcessFromYear2Amt |
| Excess From Year1 | $394,463 | ExcessFromYear1Amt |
| Excess From Current Year | $111,797 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 70 FACES MEDIA | |||||||
| 24 WEST 30TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL OPERATIONS | $1,000 | |
| AMERICAN FRIENDS OF BAR-ILAN UNIVERSITY | |||||||
| 160 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | LEGAL SERVICES | $50,000 | |
| AMERICAN FRIENDS OF BEIT HATFUTSOT | |||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | PC | MUSEUM CONSTRUCTION / GENERAL OPERATIONS | $152,000 | |
| AMERICAN FRIENDS OF ITIM | |||||||
| 247 WEST 36TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | PC | LEGAL SERVICES | $60,000 | |
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | PC | GENERAL OPERATIONS | $40,000 | |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||
| 39 BROADWAY 15TH FLOOR | NEW YORK | NY | 10006 | PC | LEGAL EDUCATION | $50,000 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | PC | LEGAL EDUCATION / GENERAL OPERATIONS | $76,000 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 545 FIFTH AVENUE SUITE 920 | NEW YORK | NY | 10017 | PC | MUSEUM EXHIBITION | $27,000 | |
| AMERICAN FRIENDS OF YAHAD-IN UNUM | |||||||
| 25 WEST 45TH STREET SUITE 1405 | NEW YORK | NY | 10036 | PC | GENERAL OPERATIONS | $100,000 | |
| AMERICAN JEWISH HISTORICAL SOCIETY | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | PC | GENERAL OPERATIONS | $1,000 | |
| AMERICAN SEPHARDI FEDERATION | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | PC | FILM SERIES | $3,000 | |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 500 FIFTH AVENUE | NEW YORK | NY | 10110 | PC | ART CONSERVATION / GENERAL OPERATIONS | $56,000 | |
| AMERICAN SOCIETY OF THE UNIV OF HAIFA | |||||||
| 80 BROAD STREET SUITE 2102 | NEW YORK | NY | 10004 | PC | LEGAL EDUCATION | $60,000 | |
| AMERICAN SUPPORTERS OF YEDID | |||||||
| C/O SIGNATURE BANK 565 FIFTH AVENUE | NEW YORK | NY | 10017 | PC | LEGAL SERVICES | $100,000 | 16TH FLOOR |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PC | EDUCATIONAL / GENERAL OPERATIONS | $25,000 | |
| ARTWORKS | |||||||
| 96 ENGLE STREET SUITE 120 | ENGLEWOOD | NJ | 07631 | PC | GENERAL OPERATIONS | $500 | |
| BARD GRADUATE CENTER | |||||||
| 18 WEST 86TH STREET | NEW YORK | NY | 10024 | PC | EDUCATIONAL | $60,000 | |
| BENJAMIN N CARDOZO SCHOOL OF LAW | |||||||
| YESHIVA UNIVERSITY 55 FIFTH AVENUE | NEW YORK | NY | 10003 | PC | LEGAL EDUCATION | $150,000 | |
| CAF AMERICA | |||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PC | GENERAL OPERATIONS | $5,000 | |
| CALVARY HOSPITAL | |||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | PC | GENERAL OPERATIONS | $50,000 | |
| CENTER FOR JEWISH HISTORY | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | PC | BUILDING RESTORATION / GENERAL OPERATIONS | $65,000 | |
| CITIZENS UNION | |||||||
| 299 BROADWAY SUITE 700 | NEW YORK | NY | 10007 | PC | GENERAL OPERATIONS | $1,000 | |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | PC | GENERAL OPERATIONS | $75,000 | |
| CONGREGATION B'NAI AVRAHAM | |||||||
| 117 REMSEN STREET | BROOKLYN HEIGHTS | NY | 11201 | PC | LECTURE SERIES | $10,000 | |
| COUNCIL OF AMERICAN JEWISH MUSEUMS | |||||||
| 1058 STERLING PLACE | BROOKLYN | NY | 11213 | PC | EDUCATIONAL / CONFERENCE | $15,000 | |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | PC | GENERAL | $250 | |
| FRIENDS OF BEZALEL | |||||||
| 370 LEXINGTON AVE SUITE 1612 | NEW YORK | NY | 10017 | PC | EDUCATIONAL | $55,000 | |
| FRIENDS OF JCC KRAKOW | |||||||
| 74 LAFAYETTE AVE SUITE 101 | SUFFERN | NY | 10901 | PC | GENERAL OPERATIONS | $35,000 | |
| GEORGE WASHINGTON U MU & TEXTILE MUSEUM | |||||||
| 701 21ST STREET NW | WASHINGTON | DC | 20052 | PC | ART CONSERVATION | $15,000 | |
| GUILD HALL | |||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | PC | GENERAL OPERATIONS | $2,000 | |
| HARVARD LAW SCHOOL | |||||||
| 1563 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | PC | EDUCATIONAL | $200,000 | |
| HEBREW FREE BURIAL ASSOCIATION | |||||||
| 125 MAIDEN LANE UNIT 5B | NEW YORK | NY | 10038 | PC | RESTORATION | $5,000 | |
| HEBREW HOME AT RIVERDALE | |||||||
| 5901 PALISADE AVENUE | RIVERDALE | NY | 10471 | PC | LEGAL SERVICES | $125,000 | |
| HOUSINGPLUS | |||||||
| 4 WEST 43RD STREET 2ND FLOOR | NEW YORK | NY | 10036 | PC | GENERAL OPERATIONS | $1,000 | |
| HUMAN RIGHTS FIRST | |||||||
| 805 15TH STREET NW SUITE 900 | WASHINGTON | DC | 20005 | PC | EDUCATIONAL / GENERAL OPERATIONS | $205,000 | |
| INTERNATIONAL FOUNDATION FOR ART RESEARCH | |||||||
| 500 FIFTH AVENUE SUITE 935 | NEW YORK | NY | 10010 | PC | PUBLICATION | $25,000 | |
| INTREPID MUSEUM FOUNDATION INC | |||||||
| ONE INTREPID SQUATE W 46TH STREET | NEW YORK | NY | 10036 | PC | MUSEUM EXHIBITION | $1,000 | 12TH AVENUE |
| JACOB BURNS FILM CENTER | |||||||
| 405 MANVILLE ROAD | PLEASANTVILLE | NY | 10570 | PC | FILM SERIES | $5,000 | |
| JAZZ AT LINCOLN CENTER | |||||||
| BROADWAY AT W 60TH STREET | NEW YORK | NY | 10019 | PC | GENERAL OPERATIONS | $1,000 | |
| JEWISH ASSOCIATION SERVING THE AGING | |||||||
| 247 WEST 37TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | PC | LEGAL SERVICES | $50,000 | |
| JEWISH BRAILLE INSTITUTE | |||||||
| 110 E 30TH STREET | NEW YORK | NY | 10016 | PC | OUTREACH SERVICES | $60,000 | |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | PC | GENERAL OPERATIONS | $6,400 | |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | MUSEUM EXHIBITIONS | $75,000 | |
| LENOX HILL NEIGHBORHOOD HOUSE | |||||||
| 331 E 70TH STREET | NEW YORK | NY | 10021 | PC | LEGAL SERVICES | $50,000 | |
| LINCOLN CENTER THEATER | |||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | PC | GENERAL OPERATIONS | $5,000 | |
| MUSEUM AT ELDRIDGE STREET | |||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | PC | MUSEUM EXHIBITION / GENERAL OPERATIONS | $26,000 | |
| MUSEUM OF JEWISH HERITAGE | |||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | PC | MUSEUM EXHIBITION / GENERAL OPERATIONS | $252,500 | |
| MUSEUM OF THE BIBLE | |||||||
| 400 4TH STREET SW | WASHINGTON | DC | 20024 | PC | MUSEUM EXHIBITION | $100,000 | |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | PC | PUBLIC PROGRAMS / SPEAKER SERIES | $25,000 | |
| NATIONAL JEWISH OUTREACH PROGRAM | |||||||
| 989 SIXTH AVE 10TH FLOOR | NEW YORK | NY | 10018 | PC | LECTURE SERIES | $10,000 | |
| NATIONAL PARKS OF NY HARBOR CONSERVANCY | |||||||
| FEDERAL HALL NATIONAL MEMORIAL 26 | NEW YORK | NY | 10005 | PC | GENERAL OPERATIONS | $5,000 | WALL STREET |
| NATIONAL YIDDISH THEATER - FOLKSBIENE AT THE MUSEUM OF JEWISH HERITAGE | |||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | PC | PUBLIC PROGRAMS / GENERAL OPERATIONS | $51,000 | |
| NEW YORK LEGAL ASSISTANCE GROUP | |||||||
| 7 HANOVER SQUARE 18TH FLOOR | NEW YORK | NY | 10004 | PC | LEGAL SERVICES / GENERAL OPERATIONS | $165,000 | |
| NEW YORK PUBLIC LIBRARY | |||||||
| FIFTH AVE AND 42ND STREET | NEW YORK | NY | 10018 | PC | BOOK ACQUISITIONS | $25,000 | |
| NLI USA INC | |||||||
| 25 WEST 45TH STREET SUITE 1405 | NEW YORK | NY | 10036 | PC | BOOK ACQUISITIONS / EXHIBITIONS / PUBLIC PROGRAMS | $250,000 | |
| NORTH CAROLINA MUSEUM OF ART | |||||||
| 2110 BLUE RIDGE ROAD | RALEIGH | NC | 27607 | PC | SYMPOSIUM | $15,000 | |
| OHR TORAH STONE | |||||||
| 49 WEST 45TH STREET SUITE 701 | NEW YORK | NY | 10036 | PC | LEGAL SERVICES | $40,000 | |
| PACE UNIVERSITY WOMEN'S JUSTICE CENTER | |||||||
| 78 NORTH BROADWAY | WHITE PLAINS | NY | 10603 | PC | LEGAL SERVICES | $50,000 | |
| CENTER FOR WOMEN'S JUSTICE | |||||||
| 630 THIRD AVE SUITE 1501 | NEW YORK | NY | 10017 | PC | LEGAL SERVICES / EDUCATIONAL | $25,000 | |
| RESPECTABILITY | |||||||
| 11333 WOODGLEN DRIVE 102 | ROCKVILLE | MD | 20852 | PC | GENERAL OPERATIONS | $2,500 | |
| SANCTUARY FOR FAMILIES | |||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | PC | LEGAL SERVICES | $50,000 | |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | LECTURE SERIES | $5,000 | |
| THE MORGAN LIBRARY & MUSEUM | |||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | PC | MUSEUM EXHIBITION | $20,000 | |
| THE NEW JEWISH HOME | |||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | PC | EDUCATIONAL / GENERAL OPERATIONS | $41,000 | |
| THE NEW SCHOOL | |||||||
| 66 WEST 12TH STREET | NEW YORK | NY | 10011 | PC | EDUCATIONAL | $11,760 | |
| UNIVERSITY OF PITTSBURGH - KATZ GRADUATE | |||||||
| KATZ GRADUATE SCHOOL OF BUSINESS | PITTSBURGH | PA | 15260 | PC | EDUCATIONAL | $125,000 | MERVIS HALL |
| WEST POINT ASSOCIATION OF GRADUATES | |||||||
| UNITED STATES MILITARY ACADEMY 698 | WEST POINT | NY | 10996 | PC | EDUCATIONAL | $25,000 | MILLS ROAD |
| WOMAN TO WOMAN AT THE MOUNT SINAI MED CE | |||||||
| ONE GUSTAVE LEVY PLACE BOX 1252 | NEW YORK | NY | 10029 | PC | GENERAL OPERATIONS | $5,000 | |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL OPERATIONS | $1,000 | |
| WORLD MONUMENTS FUND | |||||||
| 350 FIFTH AVENUE SUITE 2412 | NEW YORK | NY | 10118 | PC | LANDMARK RESEARCH & RESTORATION | $60,000 | |
| YESHIVA UNIVERSITY MUSEUM | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | PC | MUSEUM EXHIBITION | $30,000 | |
| YIDDISH BOOK CENTER | |||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | PC | PUBLICATION | $25,000 | |
| YOUNG ADVOCATES FOR FAIR EDUCATION | |||||||
| PO BOX 1796 | NEW CITY | NY | 10956 | PC | GENERAL OPERATIONS | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,609,910 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF BAR-ILAN UNIVERSITY | |||||||
| 160 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | LEGAL SERVICES | $50,000 | |
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | PC | GENERAL OPERATIONS | $40,000 | |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||
| 39 BROADWAY 15TH FLOOR | NEW YORK | NY | 10006 | PC | LEGAL EDUCATION | $50,000 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | PC | LEGAL EDUCATION | $75,000 | |
| AMERICAN SUPPORTERS OF YEDID | |||||||
| C/O SIGNATURE BANK 565 FIFTH AVENUE | NEW YORK | NY | 10017 | PC | LEGAL SERVICES | $100,000 | 16TH FLOOR |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PC | EDUCATIONAL / GENERAL OPERATIONS | $25,000 | |
| BENJAMIN N CARDOZO SCHOOL OF LAW | |||||||
| YESHIVA UNIVERSITY 55 FIFTH AVENUE | NEW YORK | NY | 10003 | PC | LEGAL EDUCATION | $150,000 | |
| CENTER FOR JEWISH HISTORY | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | PC | BUILDING RESTORATION | $65,000 | |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | PC | GENERAL OPERATIONS | $75,000 | |
| FRIENDS OF BEZALEL | |||||||
| 370 LEXINGTON AVE SUITE 1612 | NEW YORK | NY | 10017 | PC | EDUCATIONAL | $50,000 | |
| HEBREW HOME AT RIVERDALE | |||||||
| 5901 PALISADE AVENUE | RIVERDALE | NY | 10471 | PC | LEGAL SERVICES | $125,000 | |
| INTERNATIONAL FOUNDATION FOR ART RESEARCH | |||||||
| 500 FIFTH AVENUE SUITE 935 | NEW YORK | NY | 10010 | PC | PUBLICATION | $25,000 | |
| JEWISH BRAILLE INSTITUTE | |||||||
| 110 E 30TH STREET | NEW YORK | NY | 10016 | PC | OUTREACH SERVICES | $60,000 | |
| MUSEUM OF JEWISH HERITAGE | |||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | PC | MUSEUM EXHIBITION | $250,000 | |
| NEW YORK LEGAL ASSISTANCE GROUP | |||||||
| 7 HANOVER SQUARE 18TH FLOOR | NEW YORK | NY | 10004 | PC | LEGAL SERVICES | $160,000 | |
| NEW YORK PUBLIC LIBRARY | |||||||
| FIFTH AVE AND 42ND STREET | NEW YORK | NY | 10018 | PC | BOOK ACQUISITIONS | $25,000 | |
| THE NEW SCHOOL | |||||||
| 66 WEST 12TH STREET | NEW YORK | NY | 10011 | PC | EDUCATIONAL | $11,760 | |
| UNIVERSITY OF PITTSBURGH - KATZ GRADUATE | |||||||
| KATZ GRADUATE SCHOOL OF BUSINESS | PITTSBURGH | PA | 15260 | PC | EDUCATIONAL | $125,000 | MERVIS HALL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,461,760 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $293 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,238,229 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,112,852 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,351,374 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,351,374 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETSY BERG REVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SCHULTE ROTH ZABEL 919 THIRD AV | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $58,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | $60,680 | $30,340 | $30,340 |
| SPENCE WATERS, CONSULTANT | $18,200 | $9,100 | $9,100 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (85 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADIENT PLC | $6,852 | $6,852 |
| AECOM TECHNOLOGY | $21,942 | $21,942 |
| AERCAP HOLDINGS NV | $60,588 | $60,588 |
| AFFILIATED MANAGERS | $15,396 | $15,396 |
| AFLAC | $31,482 | $31,482 |
| ALPHABET | $226,799 | $226,799 |
| AMAZON | $151,699 | $151,699 |
| AMERIPRISE FINANCIAL | $19,100 | $19,100 |
| ANADARKO PETROLEUM | $15,212 | $15,212 |
| ANTHEM | $33,879 | $33,879 |
| AON PLC | $82,274 | $82,274 |
| ARROW ELECTRONICS | $24,339 | $24,339 |
| ASSURANT | $26,385 | $26,385 |
| AT&T | $77,058 | $77,058 |
| AVIS BUDGET GROUP | $16,365 | $16,365 |
| BARCLAYS PLC | $618 | $618 |
| BERKSHIRE HATHAWAY CLASS A | $612,000 | $612,000 |
| BERKSHIRE HATHAWAY CLASS B | $200,913 | $200,913 |
| BROADCOM | $31,276 | $31,276 |
| CELANESE | $25,102 | $25,102 |
| CHARTER COMMUNICATIONS | $76,942 | $76,942 |
| CHEVRON | $108,790 | $108,790 |
| CISCO SYSTEMS | $184,152 | $184,152 |
| CITIGROUP | $150,662 | $150,662 |
| COCACOLA | $151,520 | $151,520 |
| COMCAST | $201,644 | $201,644 |
| COMMSCOPE HOLKDINGS | $13,702 | $13,702 |
| CROWN HOLDINGS | $25,358 | $25,358 |
| DIAGEO PLC | $85,080 | $85,080 |
| DISH NETWORK | $38,104 | $38,104 |
| ECOLAB | $27,112 | $27,112 |
| EOG RESOURCES | $23,198 | $23,198 |
| EXELON | $96,063 | $96,063 |
| $68,036 | $68,036 | |
| FLEXTRONICS INTERNATIONAL LTD | $13,302 | $13,302 |
| GENERAL ELECTRIC | $22,188 | $22,188 |
| GENERAL MOTORS | $70,981 | $70,981 |
| GLAXO SMITHKLINE PLC | $139,849 | $139,849 |
| GOLDMAN SAKS GROUP | $108,916 | $108,916 |
| GOODYEAR TIRE RUBBER | $20,471 | $20,471 |
| HCA HEALTHCARE | $40,695 | $40,695 |
| HERTZ RENTAL CAR HOLDINGS | $20,420 | $20,420 |
| HILTON | $31,017 | $31,017 |
| HONEYWELL INTERNATIONAL | $79,272 | $79,272 |
| HP | $153,041 | $153,041 |
| INTEL | $89,167 | $89,167 |
| INTERNATIONAL OILWELL VARCO | $20,689 | $20,689 |
| JOHNSON & JOHNSON | $141,955 | $141,955 |
| JOHNSON CONTROLS | $23,809 | $23,809 |
| JPMORGAN CHASE | $149,359 | $149,359 |
| LIBERTY BROADBAND | $67,924 | $67,924 |
| LIBERTY GLOBAL HOLDINGS NV | $87,100 | $87,100 |
| LIBERTY TRIPADVISOR HOLDINGS | $9,947 | $9,947 |
| LINCOLN INATERNATIONAL | $20,781 | $20,781 |
| MARRIOTT INTERNATIONAL | $113,554 | $113,554 |
| MCDONALDS | $124,299 | $124,299 |
| MERCK | $185,676 | $185,676 |
| MICROCHIP TECHNOLOGY | $26,610 | $26,610 |
| MICROSOFT | $391,959 | $391,959 |
| MOHAWK INDUSTRIES | $58,597 | $58,597 |
| MORGAN STANLEY | $65,145 | $65,145 |
| NCR | $20,703 | $20,703 |
| NOBLE ENERGY | $17,315 | $17,315 |
| ORACLE | $114,907 | $114,907 |
| OWENS ILLINOIS | $25,101 | $25,101 |
| PROCTER & GAMBLE | $165,456 | $165,456 |
| QURATE RETAIL | $23,697 | $23,697 |
| REPUBLIC SERVICES | $57,672 | $57,672 |
| RESIDO TECHNOLOGIES | $2,055 | $2,055 |
| SANOFI | $55,131 | $55,131 |
| SUNCOR ENERGY | $22,432 | $22,432 |
| TECH DATA | $25,688 | $25,688 |
| TENNECO | $15,119 | $15,119 |
| TRIPADVISOR W/I | $48,816 | $48,816 |
| TWENTY-FIRST CENTURY FOX | $137,750 | $137,750 |
| UNILEVER NV | $109,214 | $109,214 |
| UNION PACIFIC | $138,230 | $138,230 |
| UNITED HEALTHCARE GROUP | $132,781 | $132,781 |
| VERIZON COMMUNICATIONS | $89,952 | $89,952 |
| WALT DISNEY | $76,755 | $76,755 |
| WELLS FARGO | $240,722 | $240,722 |
| WESTERN DIGITAL | $13,716 | $13,716 |
| WESTERN UNION | $26,597 | $26,597 |
| WHIRLPOOL | $19,130 | $19,130 |
| WILLIS TOWERN WATSON | $29,613 | $29,613 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADVISORY RESEARCH MLP & ENERGY INCOME FUND | FMV | $784,518 | $784,518 |
| ALPHAKEYS RENAISSANCE INSTITUTIONAL EQUITIES | FMV | $2,251,368 | $2,251,368 |
| BAYSWATER ELGIN NATURAL RESOURCES FUND III-B LP | FMV | $549,467 | $549,467 |
| CHIRON CAPITAL ALLOCATION FUND | FMV | $4,928,124 | $4,928,124 |
| D1 CAPITAL PARATNERS OFFSHORE LP | FMV | $1,057,913 | $1,057,913 |
| FPA CRESCENT FUND | FMV | $3,410,726 | $3,410,726 |
| GATEWAY FUND | FMV | $2,440,592 | $2,440,592 |
| GOTHAM ABSOLUTE RETURN INSTITUTIONAL | FMV | $1,127,098 | $1,127,098 |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | FMV | $1,160,056 | $1,160,056 |
| LANSDOWNE DEVELOPED MARKETS LONG ONLY LTD | FMV | $2,612,880 | $2,612,880 |
| LEUTHOLD CORE INVESTMENT FUND | FMV | $3,481,343 | $3,481,343 |
| OAKMARK GLOBAL SELECT FUND | FMV | $1,238,412 | $1,238,412 |
| PIMCO ALL ASSET ALL AUTHORITY FUND | FMV | $1,141,442 | $1,141,442 |
| PIMCO INCOME FUND | FMV | $2,146,361 | $2,146,361 |
| PUTNAM SHORT DURATION INVOME FUND | FMV | $1,363,462 | $1,363,462 |
| RIVERNORTH/DOUBLELINE STRATEGIC INCOME FUND | FMV | $616,768 | $616,768 |
| ROCK SPRINGS CAPITAL OFFSHORE FUND LP | FMV | $1,084,522 | $1,084,522 |
| SALIENT MLP TOTAL RETURN TE FUND, L.P. | FMV | $299,255 | $299,255 |
| SEVEN BRIDGES ENERGY OPPORTUNITIES FUND II LP | FMV | $220,916 | $220,916 |
| SEVEN BRIDGES LONG/SHORT EQUITY FUND LTD | FMV | $11,665,824 | $11,665,824 |
| SEVEN BRIDGES MULTI-STRATEGY FUND LTD | FMV | $11,041,482 | $11,041,482 |
| SEVEN BRIDGES PRIVATE EQUITY OPPOARTUNITIES FUND LP | FMV | $529,248 | $529,248 |
| SEVEN BRIDGES STRATEGIC EQUITY FUND LP | FMV | $3,875,755 | $3,875,755 |
| SOROBAN OPPORTUNITIES CAYMAN FUND LTD | FMV | $1,751,630 | $1,751,630 |
| SPRUCE PRIVATE INVESTMENTS, LP | FMV | $2,444,328 | $2,444,328 |
| TCW EMERGING MARKETS INCOME FUND | FMV | $619,348 | $619,348 |
| UBS SELECT PRIME INSTITUTIONAL FUND | FMV | $890 | $890 |
| VANGUARD FTSE ALL WORLD EX-US ETF | FMV | $6,023,990 | $6,023,990 |
| VANGUARD FTSE EMERGING MARKETS ETF | FMV | $1,023,975 | $1,023,975 |
| VANGUARD HIGH DIVIDEND YIELD ETF | FMV | $1,153,160 | $1,153,160 |
| VANGUARD TOTAL STOCK MARKET ETF | FMV | $6,022,860 | $6,022,860 |
| VANGUARD VALUE ETF | FMV | $1,075,687 | $1,075,687 |
| WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND ETF | FMV | $667,655 | $667,655 |
| ZP OFFSHORE ENERGY FUND LTD | FMV | $472,058 | $472,058 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHULTE ROTH & ZABEL | CategoryTxt |
| Legal Fees | $54,394 | LegalFeesAmt |
| Net Investment Income | $23,270 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,124 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $11,510 | BOYBookValueAmt |
| EOY Book Value | $11,700 | EOYBookValueAmt |
| EOYFMV | $11,700 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $9,606,392 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $17,790 | $0 | $17,790 |
| INSURANCE | $30,797 | $0 | $30,797 |
| OFFICE EXPENSE | $24,003 | $4,081 | $19,922 |
| OTHER INVESTMENT EXPENSE | $3,396 | $3,396 | $0 |
| IRC SECTION 59(E)(2) AND OTHER DEDUCTIONS | $0 | $432,747 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PARTNERSHIP INCOME | Desc |
| Net Investment Income | $163,840 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVISION FOR EXCISE TAX | Desc |
| Amt | $195,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $340,000 | $145,000 |
| UBS COVERED CALLS | $118,758 | $99,737 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARTY DZIOBA, PARALEGAL | $4,620 | $1,155 | $3,465 |
| DTM, IT CONSULTANT | $7,500 | $1,275 | $6,225 |
| NATIONAL PENSION, PWC COMP STUDY AND OTHER | $33,049 | $5,618 | $27,341 |
| STEVEN SCHOENFELDER DESIGN | $8,000 | $0 | $8,000 |
| UBS PRIVATE WEALTH MGMT/SEVEN BRIDGES, INVESTMENT MGMT | $437,981 | $437,981 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES/UBIT | $63,193 | $0 | $0 |
| FOREIGN TAXES | $6,134 | $61,525 | $0 |
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