EDELMAN FAM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EDELMAN FAM FOUNDATION (EIN 37-6624335)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201941349349102859
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T13:31:55-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204553256 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINER WEALTH ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 376624335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDELMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARINER WEALTH ADVISORS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDEL | BusinessNameControlTxt |
| Phone | 2128695900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY NO FL 27 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH EDELMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128695900 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER KOEHLER | PreparerPersonNm |
| PTIN | P00644039 | PTIN |
| Phone | 2128695900 | PhoneNum |
| Preparation | 2019-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 205.182.150.29 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 10:37:03 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C8C86B3DCD123DFFD082C272ECF5824ABB6266C7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $66,012,038 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21,500 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,500 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $943,280 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $943,280 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $346,165 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,841,168 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $346,165 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,310,945 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,310,945 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,279 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,439 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $205,118 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $204,958 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $237,397 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $226,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,257,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,257,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,494,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $226,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,257,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,816,548 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,084,548 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,512,143 | CashBOYAmt |
| Cash EOY | $2,876,911 | CashEOYAmt |
| Cash EOYFMV | $2,876,911 | CashEOYFMVAmt |
| Other Investments BOY | $25,640,311 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $61,123,888 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $63,135,127 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $56,152,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,000,799 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,012,038 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $56,152,454 | RetainedEarningBOYAmt |
| Retained Earning EOY | $64,000,799 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $56,152,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,000,799 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,152,454 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,000,799 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $56,152,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,816,548 | ExcessRevenueOverExpensesAmt |
| Other Increases | $70,490 | OtherIncreasesAmt |
| Subtotal | $64,039,492 | SubtotalAmt |
| Other Decreases | $38,693 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $64,000,799 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| FIDELITY XX9335 - CAPITAL GAIN DISTRIBUTIONS | P | $498,364 | $498,364 | $498,364 | ||
| FIDELITY XX9335 | P | $3,138,287 | -$56,277 | -$56,277 | 2018-12-31 | $3,194,564 |
| FIDELITY XX9335 | P | $3,204,517 | -$95,922 | -$95,922 | 2018-12-31 | $3,300,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $346,165 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,273,791 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $29,422,680 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043293 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,798,905 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.043293 | TotalDistributionRt |
| Average Distribution | 0.021647 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $63,987,722 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,385,142 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,845 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,395,987 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,257,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,845 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,845 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,845 | TaxDueAmt |
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 | Yes (1) | 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 | MARINER WEALTH ADVISORS | IndividualWithBooksNm |
| Phone | 2128695900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY - 27TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH EDELMAN | ||||||||
| 1500 BROADWAY 27TH FLOOR | NEW YORK | NY | 10036 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN H LEBOVITZ-EDELMAN | ||||||||
| 1500 BROADWAY 27TH FLOOR | NEW YORK | NY | 10036 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $36,479,837 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,125,037 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,357,280 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,962,154 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $64,962,154 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $974,432 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,987,722 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,199,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,199,386 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,845 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,845 | TotalTaxAmt |
| Distributable Before Adj | $3,188,541 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,188,541 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,188,541 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,257,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,257,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,845 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,246,155 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,188,541 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $306,534 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,257,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $306,534 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,950,466 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $238,075 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH EDELMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR THE ADVANCEMENT OF HUMAN RIGHTS AND GENERAL AID TO THE DEVELOPING WORLD. | $200,000 |
| BROWN UNIVERSITY | |||||||
| 110 ELM STREET | PROVIDENCE | RI | 02912 | N/A | 501(C) (3) | FOR EDUCATIONAL RESEARCH AND SCHOLARSHIP FUNDING. | $50,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR THE ADVANCEMENT OF WOMEN'S REPRODUCTIVE RIGHTS. | $100,000 |
| COLUMBIA GRAMMAR AND PREPARATORY SCHOOL | |||||||
| 5 WEST 93RD STREET | NEW YORK | NY | 10025 | N/A | 501(C) (3) | TO PROVIDE GENERAL EDUCATIONAL SUPPORT. | $25,000 |
| HORACE MANN SCHOOL ANNUAL FUND | |||||||
| 231 W 246TH STREET | BRONX | NY | 10471 | N/A | 501(C) (3) | TO PROVIDE GENERAL EDUCATIONAL SUPPORT. | $10,000 |
| INTERNATIONAL CRISIS GROUP | |||||||
| 708 THIRD AVENUE SUITE 1705 | NEW YORK | NY | 10017 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR THE ANALYSIS AND ADVOCACY OF INTERNATIONAL CONFLICTS. | $100,000 |
| JETT FOUNDATION | |||||||
| 68 EVERGREEN STREET - SUITE ONE | KINGSTON | MA | 02364 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR RESEARCH AND TREATMENT OF DUCHENNE MUSCULAR DYSTROPHY. | $50,000 |
| BROWN UNIVERSITY | |||||||
| 110 ELM STREET | PROVIDENCE | RI | 02912 | N/A | 501(C) (3) | FOR EDUCATIONAL RESEARCH AND SCHOLARSHIP FUNDING. | $1,550,000 |
| THE DOOR | |||||||
| 121 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR HOMELESS AND IMPOVERISHED CHILDREN IN THE NEW YORK METROPOLITAN AREA. | $5,000 |
| UC SAN DIEGO FOUNDATION - ADVANCING COLLEGE MENTAL HEALTH - A PILOT PROJECT | |||||||
| 9500 GILMAN DRIVE - MC-0502 | LA JOLLA | CA | 92093 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO UCSDF AND THE ADVANCEMENT OF EDUCATIONAL DEVELOPMENT OF MENTAL HEALTH ISSUES OF COLLEGE STUDENTS. | $235,000 |
| UC SAN DIEGO FOUNDATION - COLLEGE MENTAL HEALTH PROGRAM | |||||||
| 9500 GILMAN DRIVE - MC-0502 | LA JOLLA | CA | 92093 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO UCSDF AND THE ADVANCEMENT OF EDUCATIONAL DEVELOPMENT OF MENTAL HEALTH ISSUES OF COLLEGE STUDENTS. | $80,000 |
| FERONIA FORWARD LTD | |||||||
| 4 SECOND STREET | PITTSFIELD | MA | 01202 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO FOREST CONSERVATION EDUCATION FOR CHILDREN. | $5,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE METROPOLITAN MUSEUM OF ART AND THEIR EDUCATIONAL PROGRAMS. | $10,000 |
| NEW YORK UNIVERISTY | |||||||
| PO BOX 6706 | HAGERSTOWN | MD | 21741 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE UNIVERSITY AND THEIR EDUCATIONAL PROGRAMS. | $100,000 |
| PAN-MASS CHALLENGE | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE DANA-FARBER CANCER INSTITUTE. | $2,000 |
| CRISIS TEXT LINE | |||||||
| 24 WEST 25TH STREET - 6TH FLOOR | NEW YORK | NY | 10010 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE ORGANIZATION'S SUICIDE PREVENTION PROGRAMS. | $600,000 |
| CONNECTICUT PUBLIC BROADCASTING NETWORK | |||||||
| 20 WEST 22ND STREET 605 | NEW YORK | NY | 10010 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT FOR THE PRODUCTION OF EDUCATIONAL DOCUMENTARIES. | $5,000 |
| ACUMEN FUND INC | |||||||
| 40 WORTH STREET SUITE 303 | NEW YORK | NY | 10013 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE ORGANIZATION'S GLOBAL PROGRAMS SERVING LOW-INCOME COMMUNITIES IN DEVELOPING COUNTRIES. | $100,000 |
| ROOM TO READ | |||||||
| 465 CALIFORNIA STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE ORGANIZATION'S AFTER-SCHOOL PROGRAMS FOR CHILDREN. | $10,000 |
| COVENANT HOUSE | |||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE ORGANIZATION'S CHARITABLE FUNDRAISING EVENTS. | $8,000 |
| SPECIAL OLYMPICS FLORIDA | |||||||
| 1915 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE ORGANIZATION'S ACTIVITIES. | $1,000 |
| EPIC FOUNDATION | |||||||
| 115 FIFTH AVENUE | NEW YORK | NY | 10003 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE ORGANIZATION'S MISSION OF HELPING CHILDREN IN NEED. | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,257,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ONEVOICE | |||||||
| 4701 NATOMA AVE | WOODLAND HILLS | CA | 91364 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE ORGANIZATION'S GLOBAL PEACE INITIATIVES. | $7,500 |
| BROWN UNIVERSITY | |||||||
| 110 ELM STREET | PROVIDENCE | RI | 02912 | N/A | 501(C) (3) | FOR EDUCATIONAL RESEARCH AND SCHOLARSHIP FUNDING. | $1,130,000 |
| UC SAN DIEGO FOUNDATION - COLLEGE MENTAL HEALTH PROGRAM | |||||||
| 9500 GILMAN DRIVE - MC-0502 | LA JOLLA | CA | 92093 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO UCSDF AND THE ADVANCEMENT OF EDUCATIONAL DEVELOPMENT OF MENTAL HEALTH ISSUES OF COLLEGE STUDENTS. | $80,000 |
| PRINCETON DAY SCHOOL | |||||||
| PO BOX 75 | PRINCETON | NJ | 08542 | N/A | 501(C) (3) | FOR EDUCATIONAL RESEARCH AND SCHOLARSHIP FUNDING. | $10,000 |
| WEILL CORNELL MEDICINE | |||||||
| 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE MEDICAL COLLEGE PROMOTING THE MEDICAL RESEARCH PROGRAMS. | $34,000 |
| CHARLEY'S FUND INC | |||||||
| 635 MAIN STREET SUITE 3 | GREAT BARRINGTON | MA | 01230 | N/A | 501(C) (3) | TO PROVIDE GENERAL SUPPORT TO THE DUCHENNE PROGRAM AT UMASS MEDICAL SCHOOL TO ACCELERATE RESEARCH AND THE DEVELOPMENT OF NEW TREATMENTS FOR MUSCULAR DYSTROPHY IN CHILDREN. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,361,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,500 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $943,280 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $346,165 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,310,945 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,310,945 | 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 Person | JOSEPH EDELMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY XX9335 | FMV | $45,673,888 | $42,993,770 |
| PERCEPTIVE LIFE SCIENCES OFFSHORE FUND LTD | FMV | $12,450,000 | $15,615,481 |
| NRMA, LLC | FMV | $3,000,000 | $4,525,876 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER BOOK TO TAX DIFFERENCES | Desc |
| Amt | $38,693 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PUBLICATIONS | $160 | $0 | $0 |
| ADVISORY FEES | $204,943 | $204,943 | $0 |
| BANK CHARGES | $15 | $15 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE INCOME | Desc |
| Amt | $70,490 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH EDELMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY 27TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPARTMENT OF LAW | $1,500 | $0 | $0 |
| FOREIGN TAXES PAID | $21,439 | $21,439 | $0 |
| FEDERAL 2017 TAX DUE | $4,340 | $0 | $0 |
| FEDERAL Q1 2018 ESTIMATE | $5,000 | $0 | $0 |
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