BETA

BADER FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BADER FAMILY FOUNDATION (EIN 27-6359747)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-19
IRS object ID
201903239349100005
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-19T12:35:38-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRANKEL LOUGHRAN STARR & VALLONEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11475 FRANKLIN AVENUEAddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276359747EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BADER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% HANS BADERInCareOfNm
Business Name ControlBADEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O FLSV LLPAddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHANS BADERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5168748800PhoneNum
Signature2019-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGG MARTORELLA CPAPreparerPersonNm
PTINP00439763PTIN
Phone5168748800PhoneNum
Preparation2019-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.74.233.2IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id13079120193195000001FederalOriginalSubmissionId
Federal Original Submission Id2019-11-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB0949EB7D7A4FC6F410A963C6FC2C9DDC7E71BC4AtSubmissionCreationDeviceId
At Submission Filing Device IdB0949EB7D7A4FC6F410A963C6FC2C9DDC7E71BC4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$73,910,829FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$205,031ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$355,264InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$355,264InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,433,952DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,433,952DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$972,666NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$972,666CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$9,652OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$9,652OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,976,565TotalRevAndExpnssAmt
Total Net Invst Incm$2,771,534TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Interest Rev And Expnss$474InterestRevAndExpnssAmt
Interest Net Invst Incm$474InterestNetInvstIncmAmt
Taxes Rev And Expnss$39,950TaxesRevAndExpnssAmt
Taxes Net Invst Incm$39,950TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$110,921OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$110,921OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$151,345TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$151,345TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,486,713ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,486,713ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,638,058TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$151,345TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,486,713TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$661,493ExcessRevenueOverExpensesAmt
Net Investment Income$2,620,189NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,490,311CashBOYAmt
Cash EOY$13,544,940CashEOYAmt
Cash EOYFMV$13,544,940CashEOYFMVAmt
Corporate Stock BOY$73,867,300CorporateStockBOYAmt
Corporate Stock EOY$73,344,050CorporateStockEOYAmt
Corporate Stock EOYFMV$60,365,889CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Total Assets BOY$85,357,611TotalAssetsBOYAmt
Total Assets EOY$86,888,990TotalAssetsEOYAmt
Total Assets EOYFMV$73,910,829TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$85,357,611RetainedEarningBOYAmt
Retained Earning EOY$86,888,990RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$85,357,611TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$86,888,990TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$85,357,611TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$86,888,990TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$85,357,611TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$661,493ExcessRevenueOverExpensesAmt
Other Increases$2,192,872OtherIncreasesAmt
Subtotal$86,888,990SubtotalAmt
Tot Net Ast Or Fund Balances EOY$86,888,990TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$972,666CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,803,324AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$68,909,577NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040681DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,426,784AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$54,729,728NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044341DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,605,087AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$48,933,173NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053238DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,256,877AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$53,061,785NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.042533DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,950,164AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$50,749,869NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.038427DistributionYr5Rt
Total Distribution0.21922TotalDistributionRt
Average Distribution0.043844AverageDistributionRt
Net Vl Noncharitable Assets$79,265,410NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,475,313AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$26,202NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,501,515AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,486,713QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$52,404InvestmentIncomeExciseTaxAmt
Subtotal$52,404SubtotalAmt
Tax Based On Investment Income$52,404TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,967EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$125,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$137,967TotalPaymentsAndCreditsAmt
Es Penalty$1,450EsPenaltyAmt
Overpayment$84,113OverpaymentAmt
Applied To ES Tax$84,113AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HANS BADERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5168748800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O FLSV LLP 1475 FRANKLIN AVENUEAddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (true)ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonHANS BADERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O FLSV LLPAddressLine1Txt
Address Line21475 FRANKLIN AVENUEAddressLine2Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$46,107,944AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,162,404AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$20,202,149FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$80,472,497TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$80,472,497AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,207,087CashDeemedCharitableAmt
Net Vl Noncharitable Assets$79,265,410NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,963,271MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,963,271MinimumInvestmentReturnAmt
Tax Based On Investment Income$52,404TaxBasedOnInvestmentIncomeAmt
Total Tax$52,404TotalTaxAmt
Distributable Before Adj$3,910,867DistributableBeforeAdjAmt
Distributable Before Ded$3,910,867DistributableBeforeDedAmt
Distributable As Adjusted$3,910,867DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,486,713ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$3,486,713QualifyingDistributionsAmt
Adjusted Qualifying Distri$3,486,713AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,910,867DistributableAsAdjustedAmt
Undistributed Income PY$3,156,338UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,486,713QualifyingDistributionsAmt
Applied To Year1$3,156,338AppliedToYear1Amt
Applied To Current Year$330,375AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$3,580,492UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLARS BADERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O FLSV LLP 1475 FRANKLIN AVENUEAddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5168748800RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTER FOR INDIVIDUAL RIGHTS
1233 20TH STREET NWSUITE 300WASHINGTONDC20036NONEPCGENERAL CHARITABLE CONTRIBUTION$567,713
COMPETITIVE ENTERPRISE INSTITUTE
1310 L STREET NW7TH FLOORWASHINGTONDC20036NONEPCGENERAL CHARITABLE CONTRIBUTION$138,000
PROJECT PREVENTION
4365 SCHOOL HOUSE COMMONS SUITE 50HARRISBURGNC28075NONEPCGENERAL CHARITABLE CONTRIBUTION$100,000
FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION
510 WALNUT STREET SUITE 1250PHILADELPHIAPA19106NONEPCGENERAL CHARITABLE CONTRIBUTION$668,500
NATIONAL PARENTS ORGANIZATION
PO BOX 270760BOSTONMA02127NONEPCGENERAL CHARITABLE CONTRIBUTION$230,000
STOP ABUSE FOR EVERYONE
10030 SCENIC VIEW TERRACEVIENNAVA22182NONEPCGENERAL CHARITABLE CONTRIBUTION$655,000
MOUNTAIN STATES LEGAL FOUNDATION
2596 SOUTH LEWIS WAYLAKEWOODCO80227NONEPCGENERAL CHARITABLE CONTRIBUTION$75,000
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVENUE NEWASHINGTONDC20002NONEPCGENERAL CHARITABLE CONTRIBUTION$45,000
CENTER FOR EQUAL OPPORTUNITY
7700 LEESBURG PIKESUITE 231FALLS CHURCHVA22043NONEPCGENERAL CHARITABLE CONTRIBUTION$60,000
PACIFIC LEGAL FOUNDATION
930 G STREETSACRAMENTOCA95814NONEPCGENERAL CHARITABLE CONTRIBUTION$70,000
CATO INSTITUTE
1000 MASSACHUSETTS AVENUE NWWASHINGTONDC200015403NONEPCGENERAL CHARITABLE CONTRIBUTION$55,000
MANHATTAN INSTITUTE FOR POLICY RESEARCH
52 VANDERBILT AVENUENEW YORKNY10017NONEPCGENERAL CHARITABLE CONTRIBUTION$153,000
MINDING THE CAMPUS INC
20 5TH AVE APT 14CNEW YORKNY100118860NONEPCGENERAL CHARITABLE CONTRIBUTION$25,000
AMERICAN ENTERPRISE INSTITUTE
1150 SEVENTEENTH STREET NWWASHINGTONDC20036NONEPCGENERAL CHARITABLE CONTRIBUTION$33,000
CRIMINAL JUSTICE LEGAL FOUNDATION
2131 L STREETSACRAMENTOCA95816NONEPCGENERAL CHARITABLE CONTRIBUTION$60,000
NATIONAL ASSOCIATION OF SCHOLARS
8 WEST 38TH ST SUITE 503NEW YORKNY10018NONEPCGENERAL CHARITABLE CONTRIBUTION$5,000
PUBLIC INTEREST LEGAL FOUNDATION
32 E WASHINGTON ST SUITE 1675INDIANAPOLISIN46204NONEPCGENERAL CHARITABLE CONTRIBUTION$21,000
STUDENT FREE PRESS ASSOCIATION
4771 MECHANIC RDHILLSDALEMI49242NONEPCGENERAL CHARITABLE CONTRIBUTION$14,000
STUDENT PRESS LAW CENTER INC
1608 RHODE ISLAND AVE NW SUITE 21WASHINGTONDC20036NONEPCGENERAL CHARITABLE CONTRIBUTION$2,000
CENTER OF THE AMERICAN EXPERIMENT
8421 WAYZATA BOULEVARDSUITE 110GOLDEN VALLEYMN55462NONEPCGENERAL CHARITABLE CONTRIBUTION$35,000
THOMAS B FORDHAM INSTITUTE
1016 16TH STREET NW8TH FLOORWASHINGTONDC20036NONEPCGENERAL CHARITABLE CONTRIBUTION$16,000
JAMES G MARTIN CENTER FOR ACADEMIC RENEWAL
353 E SIX FORKS ROADSUITE 200RALEIGHNC27609NONEPCGENERAL CHARITABLE CONTRIBUTION$15,000
AMERICAN LEGISLATIVE EXCHANGE COUNCIL
2900 CRYSTAL DRSUITE 600ARLINGTONVA22202NONEPCGENERAL CHARITABLE CONTRIBUTION$1,000
DONORS TRUST
1800 DIAGONAL ROADSUITE 280ALEXANDRIAVA22314NONEPCGENERAL CONTRIBUTION$60,000
EAGLE FORUM EDUCATION AND LEGAL DEFENSE FUND
322 STATE ST SUITE 301PO BOX 618ALTONIL62002NONEPCGENERAL CHARITABLE CONTRIBUTION$2,000
ELECTRONIC FRONTIER FOUNDATION
815 EDDY STSAN FRANCISCOCA94109NONEPCCHARITABLE CONTRIBUTION$2,500
GEORGE MASON'S LIBERTY AND LAW CENTER
4400 UNIVERSITY DRMS 1A3FAIRFAXVA22030NONEPCGENERAL CHARITABLE CONTRIBUTION$5,000
GOLDWATER INSTITUTE
500 EAST CORONADO ROADPHOENIXAZ85004NONEPCGENERAL CHARITABLE CONTRIBUTION$3,000
HEARTLAND INSTITUTE
3939 NORTH WILKE ROADARLINGTON HEIGHTSIL60004NONEPCGENERAL CHARITABLE CONTRIBUTION$1,000
NATIONAL LEGAL AND POLICY CENTER
107 PARK WASHINGTON COURTFALLS CHURCHVA22046NONEPCCHARITABLE CONTRIBUTION$5,000
PROJECT ON FAIR REPRESENTATION
2200 WILSON BLVDSUITE 102-13ARLINGTONVA22201NONEPCGENERAL CHARITABLE CONTRIBUTION$125,000
SPEECH FIRST
1300 I ST NWSUITE 400EWASHINGTON DCDC20005NONEPCGENERAL CHARITABLE CONTRIBUTION$30,000
STUDENTS FOR FAIR ADMISSIONS
2200 WILSON BLVDSUITE 102-103ARLINGTONVA22201NONEGENERAL CHARITABLE CONTRIBUTION$100,000
THE CHARLEMAGNE INSTITUTE
8011 34TH AVE SSUITE C-11BLOOMINGTONMN55425NONEPCGENERAL CHARITABLE CONTRIBUTION$10,000
THE FEDERALIST SOCIETY
1776 I ST NWSUITE 300WASHINGTON DCDC20006NONEPCGENERAL CHARITABLE CONTRIBUTION$9,000
UCLA FOUNDATION
405 HILGARD AVENUELOS ANGELESCA90095NONEPCGENERAL CHARITABLE CONTRIBUTION$2,000
WISCONSIN INSTITUTE FOR LAW AND LIBERTY
1139 E KNAPP STMILWAUKEEWI532022828NONEPCGENERAL CHARITABLE CONTRIBUTION$54,000
REASON FOUNDATION
5737 MESMER AVENUELOS ANGELESCA902306316NONEPCGENERAL CHARITABLE CONTRIBUTION$7,000
INSTITUTE FOR JUSTICE
901 N GLEBE ROADSUITE 900ARLINGTONVA22203NONECHARITABLE CONTRIBUTION$15,000
BECKET FUND FOR RELIGIOUS LIBERTY
1200 NEW HAMPSHIRE AVE NWSUITE 700WASHINGTONDC20036NONECHARITABLE CONTRITBUION$10,000
STATE POLICY NETWORK
1655 NORTH FORT MYER DRIVESUITE 360ARLINGTONVA22209NONECHARITABLE CONTRIBUTION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,486,713TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$355,264ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,433,952ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,652ExclusionAmt
FieldValueIRS element (for citing)
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,798,868ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,798,868TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLARS BADERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O FLSV LLP 1475 FRANKLIN AVENUEAddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Total Contributions$205,031TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AUERBACH GRAYSON 0015$50,278,509$36,326,757
EMERGING VALUE OPPORTUNITIES$2,116,901$945,290
LSV SPECIAL OPPORTUNITIES III$932,038$1,914,957
FORUM (SPV), LTD.$0$0
ERSTE/BULL AND BEAR$2,997,469$1,565,563
SAIL PACIFIC EXPLORER$564$4,047
DENHOLM RUSSIA CLASS B & C$92,244$0
JPMORGAN$1,294,667$1,087,542
HIMELSIN MANDEL RUBY$160,566$95,566
GLG EMERGING MARKET SPECIAL$13,035$3,718
WHITECAP$5,329$5,329
LSV SPECIAL OPPORT FUND IV$1,995,622$3,688,504
VISION$156,189$1,456,287
ADM GALLEUS$4,121$11,071
ALLBLUE LIMITED$0$0
AVENUE INTERNATIONAL, LTD.$0$0
AUTONOMY FUND II$0$0
PEARLSA BFF$0$0
BNK PERTOLEUM AND MITRA ENERGY$0$0
DOUBLEBLUE ARGENTINA CONSUMER$1,620,000$1,433,340
SIERRA CAPITAL INVESTMENTS LP$2,591,547$1,946,217
GERIBA CREDIT OPPORTUNITIES$2,151,067$2,499,308
LSV SPEC OPPS FUND V$2,741,363$2,926,627
LSV SPEC OPPS FUND V CLASS C J$1,052,545$1,021,623
LSV SPEC OPPS FUND V CLASS C F$1,130,265$1,065,349
BTG PRACTUAL$1,310,009$1,668,794
ANGION BIOMEDICA CORP$700,000$700,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEES$927$927
ADR FEE - AUERBACH GRAYSON$33,743$33,743
PORTFOLIO DEDUCTION THRU SIERR$74,663$74,663
PORTFOLIO DEDUCTION THRU GERIB$1,588$1,588

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
SECTION 988 INCOME THROUGH JPMORGAN$5,074$5,074
SECTION 988 INCOME THROUGH AUERBACH GRAYSON 0015$4,578$4,578

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCASH RECEIPT FROM P/Y ADJUSTMENTDesc
Amt$2,192,872Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$39,950Amt
Net Investment Income$39,950NetInvestmentIncomeAmt

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