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HENRY & ELAINE KAUFMAN FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HENRY & ELAINE KAUFMAN FOUNDATION INC (EIN 23-7045903)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-01
IRS object ID
201913059349100506
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)
Return2019-11-01T09:18:53-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bender Lane AdvisoryBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 Tower Pl Ste 1001AddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122033721ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237045903EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Henry and Elaine Kaufman Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% HENRY KAUFMANInCareOfNm
Business Name ControlHENRBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1590 Madison Avenue 5th FloorAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHENRY KAUFMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5182181218PhoneNum
Signature2019-10-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDaniel J CurranPreparerPersonNm
PTINP00311611PTIN
Phone5182181218PhoneNum
Preparation2019-10-21PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.246.140.66IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id14204720193045000000FederalOriginalSubmissionId
Federal Original Submission Id2019-10-31FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6E56EC7CB957CDB72BA1EC450EB67E6CEA0CD02DAtSubmissionCreationDeviceId
At Submission Filing Device Id34D71890FCB7C6E08272C57B9606766CF65C84DAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,096,932FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$804,038ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,676InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,676InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$567,504DividendsRevAndExpnssAmt
Dividends Net Invst Incm$565,313DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,109,332NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,688,705GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,109,332CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,961OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,961OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,492,511TotalRevAndExpnssAmt
Total Net Invst Incm$2,686,282TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$52,167AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$52,167AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$251,493OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$251,493OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$102,488TaxesRevAndExpnssAmt
Taxes Net Invst Incm$42,488TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$51,528OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$48,949OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$910OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$457,676TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$395,097TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$910TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,929,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,929,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,386,776TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$395,097TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,930,010TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,105,735ExcessRevenueOverExpensesAmt
Net Investment Income$2,291,185NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$92,342CashBOYAmt
Cash EOY$50,165CashEOYAmt
Cash EOYFMV$50,165CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,864,813SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$729,286SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$729,286SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$21,502,120CorporateStockBOYAmt
Corporate Stock EOY$23,818,139CorporateStockEOYAmt
Corporate Stock EOYFMV$28,308,448CorporateStockEOYFMVAmt
Other Investments BOY$1,853,464OtherInvestmentsBOYAmt
Other Investments EOY$1,461,425OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,033OtherInvestmentsEOYFMVAmt
Total Assets BOY$25,312,739TotalAssetsBOYAmt
Total Assets EOY$26,059,015TotalAssetsEOYAmt
Total Assets EOYFMV$29,096,932TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$25,312,739CapitalStockBOYAmt
Capital Stock EOY$26,059,015CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$25,312,739TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$26,059,015TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,312,739TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,059,015TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,312,739TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,105,735ExcessRevenueOverExpensesAmt
Subtotal$26,418,474SubtotalAmt
Other Decreases$359,459OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$26,059,015TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$14,411,304$12,404,081$2,007,223$2,007,223
KKR & CO LP K-1 CAPITAL GAINP$15,182$15,182$15,182
LEEDS EQUITY PARTNERS IV LP K-1 CAPITAL GAINP$261,833$261,833$261,833
ELEVATION MSP LP K-1 CAPITAL GAINP$386$386$386
CAPE ANN GLOBAL DEVELOPING MARKETS FUND K-1 CAPITAL GAINP$169,538-$169,538-$169,538
AUTONOMY ROCHEVERA LOSS ON DISPOSITIONP$5,754-$5,754-$5,754
FieldValueIRS element (for citing)
Capital Gain Net Income$2,109,332CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,675,825AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$28,880,364NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058026DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,020,371AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$26,396,886NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.076538DistributionYr2Rt
Adjusted Qlfy Distri Yr3$890,030AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$28,649,497NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.031066DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,711,341AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$24,825,946NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.068934DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,486,590AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$20,984,577NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.070842DistributionYr5Rt
Total Distribution0.305406TotalDistributionRt
Average Distribution0.061081AverageDistributionRt
Net Vl Noncharitable Assets$30,675,766NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,873,706AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$22,912NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,896,618AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,930,010QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$22,912InvestmentIncomeExciseTaxAmt
Subtotal$22,912SubtotalAmt
Tax Based On Investment Income$22,912TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$93,527EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$93,527TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$70,615OverpaymentAmt
Applied To ES Tax$70,615AppliedToESTaxAmt

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 StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HENRY KAUFMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127587100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1590 MADISON AVENUE 5TH FLOORAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

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
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Henry Kaufman
590 Madison Avenue 5th FloorNew YorkNY10022Pres/Treas/Dir - AS NEEDED0$0$0$0
Elaine Kaufman
590 Madison Avenue 5th FloorNew YorkNY10022VP/Dir - AS NEEDED0$0$0$0
Daniel S Kaufman
590 Madison Avenue 5th FloorNew YorkNY10022Sec/Dir - AS NEEDED0$0$0$0
Glenn D Kaufman
590 Madison Avenue 5th FloorNew YorkNY10022DIRECTOR - AS NEEDED0$0$0$0
Craig S Kaufman
590 Madison Avenue 5th FloorNew YorkNY10022DIRECTOR - AS NEEDED0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$29,147,503AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,986,374AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$9,033FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$31,142,910TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$31,142,910AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$467,144CashDeemedCharitableAmt
Net Vl Noncharitable Assets$30,675,766NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,533,788MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,533,788MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,912TaxBasedOnInvestmentIncomeAmt
Total Tax$22,912TotalTaxAmt
Distributable Before Adj$1,510,876DistributableBeforeAdjAmt
Distributable Before Ded$1,510,876DistributableBeforeDedAmt
Distributable As Adjusted$1,510,876DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,930,010ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,930,010QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$22,912PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,907,098AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,510,876DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$587,355ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$587,355TotalExcessDistributionCyovAmt
Qualifying Distributions$1,930,010QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,510,876AppliedToCurrentYearAmt
Remaining Distri From Corpus$419,134RemainingDistriFromCorpusAmt
Total Corpus$1,006,489TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,006,489ExcessDistriCyovToNextYrAmt
Excess From Year2$587,355ExcessFromYear2Amt
Excess From Current Year$419,134ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHENRY KAUFMANContributingManagerNm
Contributing ManagerELAINE KAUFMANContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDR HENRY ELAINE KAUFMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1590 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2127587100RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD BE SUBMITTED IN WRITINGFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Adelphi Chamber Orchestra
PO Box 262River EdgeNJ07661NonePCGeneral Charitable$500
Alliance for Eating Disorders Awareness
PO Box 2562West Palm BeachFL33402NonePCGeneral Charitable$500
American Academy of Arts & Sciences
136 Irving StCambridgeMA02138NonePCGeneral Charitable$5,000
American Committee for Shaare Zedek
55 West 39th Street 4th FloorNew YorkNY10018NonePCGeneral Charitable$1,000
American Jewish Committee
165 East 65th StreetNew YorkNY10022NonePCGeneral Charitable$7,200
Animal Medical Center
510 E 62nd StNew YorkNY10065NonePCGeneral Charitable$10,000
Atlanta Jewish Film Festival
1800 Peachtree St NW STE 830AtlantaGA30309NonePCGeneral Charitable$1,800
Austen Riggs Center
25 Main St PO Box 962StockbridgeMA01262NonePCGeneral Charitable$33,000
Bergen Volunteer Medical Initiative Inc
75 Essex Street Suite 100HackensackNJ07601NonePCGeneral Charitable$3,000
Bronx Children's Museum
PO Box 1381BronxNY10451NonePCGeneral Charitable$700
Camp Sunshine
1850 Clairmont RoadDecaturGA30033NonePCGeneral Charitable$2,500
Chabad
719 Eastern Parkway 1BrooklynNY11213NonePCGeneral Charitable$5,000
Columbia University Irving Medical Center
252 W Spain StSonomaCA95476NonePCGeneral Charitable$1,000
Congregation Shir Shalom
252 W Spain StSonomaCA95476NonePCGeneral Charitable$1,800
Congregation Shir Shalom
252 W Spain StSonomaCA95476NonePCGeneral Charitable$1,800
Council on Foreign Relations
58 E 68th StNew YorkNY10065NonePCGeneral Charitable$25,000
Davis Academy
8105 Roberts DrAtlantaGA30350NonePCGeneral Charitable$2,500
Davis Academy
8105 Roberts DrAtlantaGA30350NonePCGeneral Charitable$4,500
Education Through Music
122 E 42nd St Ste 1501New YorkNY10168NonePCGeneral Charitable$1,000
Feltsman Piano Foundation
18 Hawk Hill RdNew PaltzNY12561NonePCGeneral Charitable$15,000
Friends of Israel Defense Forces
60 East 42nd StreetNew YorkNY10165NonePCGeneral Charitable$2,500
FIDF
60 East 42nd StreetNew YorkNY10165NonePCGeneral Charitable$4,000
Franklin Lakes PBA Local #150
PO Box 46Franklin LakesNJ07417NonePCGeneral Charitable$100
Franklin Lakes Volunteer Ambulance Corp
PO BOX 302Franklin LakesNJ07417NonePCGeneral Charitable$100
Franklin Lakes Volunteer Ambulance Corps
PO BOX 302Franklin LakesNJ07417NonePCGeneral Charitable$100
Franklin Lakes Volunteer Fire Department
480 DeKorte DriveFranklin LakesNJ07417NonePCGeneral Charitable$100
FSH Society
450 Bedford StreetLexingtonMA02420NonePCGeneral Charitable$500
Fund for Reunion
PO 1481PrincetonNJ08542NonePCGeneral Charitable$250
Glen Rock Jewish Center
682 Harristown RdGlen RockNJ07452NonePCGeneral Charitable$1,000
Grassroots Environmental Education
52 Main StreetPort WashingtonNY11050NonePCGeneral Charitable$12,500
Group of Thirty
1701 K St NW Ste 950WashingtonDC20006NonePCGeneral Charitable$1,000
Hadassah Northern New Jersey
300 Pleasant Valley WayWest OrangeNJ07052NonePCGeneral Charitable$1,000
Hoffman Institute Foundation
1299 4th st 6th FloorSan RafaelCA94901NonePCGeneral Charitable$250
Icahn School of Medicine at Mount Sinai
1 Gustave L Levy PlaceNew YorkNY10029NonePCGeneral Charitable$175,000
Institute of International Education
809 United Nations PlazaNew YorkNY10017NonePCGeneral Charitable$25,000
Jewish Educational Loan Fund
4549 Chamblee Dunwoody RdAtlantaGA30338NonePCGeneral Charitable$10,000
Jewish Family & Career Services
4549 Chamblee Dunwoody RdAtlantaGA30338NonePCGeneral Charitable$1,000
Jewish Federation
1 Harvard Circle Suite 100West Palm BeachFL33409NonePCGeneral Charitable$3,600
Jewish Federation of Palm Beach
1 Harvard Circle Suite 100West Palm BeachFL33409NonePCGeneral Charitable$5,000
Jewish Home Foundation of North Jersey
10 Link DrRockleighNJ07647NonePCGeneral Charitable$10,000
Jewish National Fund
42 East 69th StreetNew YorkNY94383NonePCGeneral Charitable$500
Jewish Family & Career Services
4549 Chamblee Dunwoody RdAtlantaGA30338NonePCGeneral Charitable$1,000
Kaufman Center
129 West 67th StreetNew YorkNY10023NonePCGeneral Charitable$200,000
Kaufman Music Center
Goodman House 129 W 67th StNew YorkNY10023NonePCGeneral Charitable$100,000
Kol Ami of Boca Raton
PO Box 810504Boca RatonFL33481NonePCGeneral Charitable$1,000
Kol Ami of Boca Raton
PO Box 810504Boca RatonFL33481NonePCGeneral Charitable$3,600
Kravis Center for the Performing Arts
701 Okeechobee BlvdWest Palm BeachFL33401NonePCGeneral Charitable$12,500
Lymphoma Research Foundation
Wall St Plaza/88 Pine St Suite 2400New YorkNY10005NonePCGeneral Charitable$500
MIami City Ballet
2200 Liberty AveMiami BeachFL33139NonePCGeneral Charitable$1,000
Midtown Assistance Center
30 Porter PL NEAtlantaGA30308NonePCGeneral Charitable$250
Mosaic Mental Health
144 Pine St 140KingstonNY12401NonePCGeneral Charitable$13,000
New York Public Radio
160 Varick Street 9th FloorNew YorkNY10013NonePCGeneral Charitable$1,000
New York-Presbyterian
525 E 68th St Box 156New YorkNY10065NonePCGeneral Charitable$100,000
Norton Museum of Art
1451 S Olive AveWest Palm BeachFL33401NonePCGeneral Charitable$10,000
Norton Museum of Art
1451 S Olive AveWest Palm BeachFL33401NonePCGeneral Charitable$30,000
Norton Museum of Art
1451 S Olive AveWest Palm BeachFL33401NonePCGeneral Charitable$250,000
One to World
307 7th Ave 2003New YorkNY10001NonePCGeneral Charitable$3,000
Orpheus Chamber Orchestra
490 Riverside DrNew YorkNY10027NonePCGeneral Charitable$1,000
Orpheus Chamber Orchestra
490 Riverside DrNew YorkNY10027NonePCGeneral Charitable$3,000
Palm Beach County Club Foundation
760 N Ocean BlvdPalm BeachFL33480NonePCGeneral Charitable$1,000
Palm Beach Dramaworks
201 Clematis StreetWest Palm BeachFL33401NonePCGeneral Charitable$1,000
Palm Beach Opera
1800 West Australian Ave 301West Palm BeachFL33409NonePCGeneral Charitable$1,000
Palm Beach United Way
44 Cocoanut Row Suite M201Palm BeachFL33480NonePCGeneral Charitable$1,500
Penn Engineering
5190 Old Easton RdDanboroPA18916NonePCGeneral Charitable$2,500
Point Foundation
5055 Wilshire Boulevard Suite 501Los AngelesCA90036NonePCGeneral Charitable$1,000
Princeton Alumni Corps
12 Stockton StreetPrincetonNJ08540NonePCGeneral Charitable$500
Public Broadcasting Atlanta
740 Bismark RoadAtlantaGA30324NonePCGeneral Charitable$150
Public Broadcasting Atlanta
740 Bismark RoadAtlantaGA30324NonePCGeneral Charitable$150
Reconstructing Judaism
1299 Church RdWyncotePA19095NonePCGeneral Charitable$12,500
Riverdale Neighborhood House
5521 Moshul AveBronxNY10471NonePCGeneral Charitable$500
Sacred Heart School
1248 Nelson AveBronxNY10452NonePCGeneral Charitable$1,000
Sig Ep Educational Foundation
310 S BoulevardRichmondVA23220NonePCGeneral Charitable$1,200
South Florida PBS
3401 S Congress AveBoynton BeachFL33426NonePCGeneral Charitable$1,000
Temple Beth El of Dunkirk
190 N County RoadPalm BeachFL33480NonePCGeneral Charitable$250
Temple Beth Rishon
585 Russell AvenueWyckoffNJ07481NonePCGeneral Charitable$18,000
Temple Emanu-El of Palm Beach
585 Russell AvenueWyckoffNJ07481NonePCGeneral Charitable$500
Temple Emanu-El of Palm Beach
585 Russell AvenueWyckoffNJ07481NonePCGeneral Charitable$1,800
Temple Sinai
2475 W Atlantic AveDelray BeachFL33445NonePCGeneral Charitable$6,350
Temple Sinai
2475 W Atlantic AveDelray BeachFL33445NonePCGeneral Charitable$50,000
The 1891 Fredonia Opera House Inc
PO Box 384FredoniaNY14063NonePCGeneral Charitable$1,000
The Bretton Woods Committee
1701 K St NW Ste 950WashingtonDC20006NonePCGeneral Charitable$5009 Church St
The Jerusalem Fellowships
960 North 46th StreetBaton RougeLA70802NonePCGeneral Charitable$25,000
The Jewish Museum
1109 5th AveNew YorkNY10128NonePCGeneral Charitable$10,000
The Jewish Museum
1109 5th AveNew YorkNY10128NonePCGeneral Charitable$10,000
The Mussar Institute
6545 SW 133rd DrPinecrestFL33156NonePCGeneral Charitable$1,000
The Rockefeller University
1230 York AveNew YorkNY10065NonePCGeneral Charitable$2,000
The Society of the Four Arts
Four Arts PlazaPalm BeachFL33480NonePCGeneral Charitable$5,000
The Society of the Four Arts
Four Arts PlazaPalm BeachFL33480NonePCGeneral Charitable$25,000
The Temple
1589 Peachtree StreetAtlantaGA30309NonePCGeneral Charitable$2,775
The Temple
1589 Peachtree StreetAtlantaGA30309NonePCGeneral Charitable$2,775
The Valley Hospital Foundation
223 N Van Dien AveRidgewoodNJ07450NonePCGeneral Charitable$1,000
ULI Atlanta
225 Peachtree StAtlantaGA30303NonePCGeneral Charitable$6,000
University of Maryland College Park Fdn
4603 Calvert RdCollege ParkMD20740NonePCGeneral Charitable$200,000
University of Maryland College Park Fdn
4603 Calvert RdCollege ParkMD20740NonePCGeneral Charitable$400,000
Untermyer Gardens
225 Peachtree StAtlantaGA30303NonePCGeneral Charitable$500
VNSNY
220 East 42nd StreetNew YorkNY10017NonePCGeneral Charitable$1,000
Washington University
Campus Box 1082 One Brookings DriveSaint LouisMO63130NonePCGeneral Charitable$5,000
Washington University
Campus Box 1082 One Brookings DriveSaint LouisMO63130NonePCGeneral Charitable$20,000
Wave Hill
675 W 252nd StThe BronxNY10471NonePCGeneral Charitable$500
WNEDWBFO
675 W 252nd StBronxNY10471PCGeneral Charitable$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,929,100TotalGrantOrContriPdDurYrAmt

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$4,676ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$567,504ExclusionAmt
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 VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,961ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,109,332ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,688,473ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,688,473TotalIncomeProducingActyAmt

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 PersonHENRY AND ELAINE KAUFMANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1590 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Total Contributions$804,038TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property6,300 SHS HCA HEALTHCARE INC.NoncashPropertyDesc
Fair Market Value$804,038FairMarketValueAmt
Received2018-10-25ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBENDER LANE ADVISORY, LLCCategoryTxt
Amt$52,167Amt
Net Investment Income$52,167NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHIEFTAIN$0$0
JP MORGAN$1,013,988$1,326,160
MORGAN STANLEY$10,648,392$11,443,605
GARDNER RUSSO GARDNER$7,047,971$9,708,811
SQ ADVISORS$3,732,169$4,627,863
CAPE ANN DEVELOPING MKTS FD$1,375,619$1,202,009

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AUTONOMYAT COST$0$0
ELEVATION PARTNERS LPAT COST$353,767$348
LEEDS EQUITY PARTNERS IV LPAT COST$1,099,662$6,122
ELEVATION DUNDEE PARTNERS, LPAT COST$0$470
ELEVATION MSP, LPAT COST$7,996$2,093

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ADJ TO CARRY DONATED SECURITIES AT COST$359,207
PRIOR PERIOD ADJUSTMENT - GRG$252

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS DEPT OF LAW$750$0$750
ALM$160$0$160
ELEVATION PARTNERS, LP$14$14
ELEVATION MSP BLOCKER HOLD LP$164$164
LEEDS EQUITY PARTNERS IV, LP$515$515
CAPE ANN GLOBAL DVLP MKTS FD$43,137$43,137
KKR & CO LP$5,119$5,119
CAPE ANN - NON-DEDUCT EXP$968$0
KKR & CO LP - NON-DEDUCT EXP$701

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescKKR & CO LPDesc
Revenue And Expenses Per Books$6,961RevenueAndExpensesPerBooksAmt
Net Investment Income$6,961NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
CHIEFTAIN MANAGEMENT FEES$86,055$86,055
GARDNER RUSSO MANAGE/CUST FEES$113,913$113,913
SQ ADVISORS MANAGEMENT FEES$51,525$51,525

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES - GARDNER RUSSO$30,312$30,312
FOREIGN TAXES - SQ ADVISORS$1,935$1,935
UNITED STATES TREASURY$60,000$0
FOREIGN TAXES - KKR & CO$183$183
CAPE ANN GLOBAL DVLP MKTS FD$10,058$10,058

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