GOLDMAN-SONNENFELDT FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GOLDMAN-SONNENFELDT FOUNDATION INC (EIN 13-3997780)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349105403
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:17:29-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 AVENUE OF THE AMERICAS FL3 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133997780 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN-SONNENFELDT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 2126002854 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 6TH AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL W SONNENFELDT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126002854 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REGINA ROBERTS | PreparerPersonNm |
| PTIN | P01258854 | PTIN |
| Phone | 2126002854 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,415,176 | 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 | $3,019,795 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $598,853 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $598,853 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $152,756 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,756 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$357,235 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $371,816 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,414,169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $751,609 | 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 |
| Accounting Fees Rev And Expnss | $25,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $110,652 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,227 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,300 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $927 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $161,879 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,087,394 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,087,394 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,249,273 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,105,071 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,835,104 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $718,059 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,226,085 | CashBOYAmt |
| Cash EOY | $4,779,905 | CashEOYAmt |
| Cash EOYFMV | $4,779,905 | CashEOYFMVAmt |
| Other Investments BOY | $21,664,524 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,225,434 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,225,434 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,304,927 | OtherAssetsBOYAmt |
| Other Assets EOY | $409,837 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $409,837 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $27,195,536 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,415,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,415,176 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $217,560 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $273,092 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $217,560 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $273,092 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,977,976 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $24,142,084 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,977,976 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,142,084 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,195,536 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,415,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,977,976 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,835,104 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,142,872 | SubtotalAmt |
| Other Decreases | $788 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,142,084 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| TITAN | P | 2024-12-31 | $500,000 | -$500,000 | -$500,000 | |
| AG CREDIT SOLUTIONS | P | 2024-12-31 | $184,055 | -$184,055 | -$184,055 | |
| AG CREDIT SOLUTIONS II | P | 2024-12-31 | $2,688 | -$2,688 | -$2,688 | |
| CAPITAL GAIN DISTRIBUTIONS | P | 2024-12-31 | $73,465 | $73,465 | $73,465 | |
| DIRT CAPITAL | P | 2024-12-31 | $20,399 | $20,399 | $20,399 | |
| GRAYSCALE BITCOIN TRUST | P | 2024-12-31 | $14,668 | -$14,668 | -$14,668 | |
| GACP II | P | 2024-12-31 | $27,640 | -$27,640 | -$27,640 | |
| WEALTHSPRING | P | 2024-12-31 | $22,877 | $22,877 | $22,877 | |
| DORCHESTER CAPITAL V | P | 2024-12-31 | $255,075 | $255,075 | $255,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$357,235 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,981 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,981 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,981 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,569 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,569 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29,588 | OverpaymentAmt |
| Applied To ES Tax | $29,588 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | THE BONADIO GROUP | IndividualWithBooksNm |
| Phone | 2126002854 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 6TH AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN DUNLEAVY | ||||||||
| C/O BONADIO 1040 6TH AVE 3RD FL | NEW YORK | NY | 10018 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| RUTH BENDER | ||||||||
| C/O BONADIO 1040 6TH AVE 3RD FL | NEW YORK | NY | 10018 | SECRETARY | 0.00 | $0 | $0 | $0 |
| KATJA B GOLDMAN | ||||||||
| C/O BONADIO 1040 6TH AVE 3RD FL | NEW YORK | NY | 10018 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PETER JOSEPH | ||||||||
| C/O BONADIO 1040 6TH AVE 3RD FL | NEW YORK | NY | 10018 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MICHAEL SONNENFELDT | ||||||||
| C/O BONADIO 1040 6TH AVE 3RD FL | NEW YORK | NY | 10018 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| WENDY GARTENBERG | ||||||||
| C/O BONADIO 1040 6TH AVE 3RD FL | NEW YORK | NY | 10018 | CFO | 0.00 | $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 | $20,227,647 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,954,785 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,182,432 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,182,432 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $392,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,789,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,289,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,289,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,981 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $12,889 | IncomeTaxAmt |
| Total Tax | $22,870 | TotalTaxAmt |
| Distributable Before Adj | $1,266,615 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,266,615 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,266,615 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,105,071 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,105,071 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,266,615 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $953,442 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,783,593 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,624,651 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,361,686 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,105,071 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,266,615 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,838,456 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,200,142 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,200,142 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $953,442 | ExcessFromYear3Amt |
| Excess From Year2 | $1,783,593 | ExcessFromYear2Amt |
| Excess From Year1 | $2,624,651 | ExcessFromYear1Amt |
| Excess From Current Year | $4,838,456 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL SONNENFELDT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BONADIO 1040 6TH AVE 3RD FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2126002854 | RecipientPhoneNum |
| Recipient Email Address | RGANER@BONADIO.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN APPLICATION WITH DETAILS ON PROPOSALS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK HISTORICAL SOCIETY | |||||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $400 | ||||
| PHI BETA KAPPA SOCIETY | |||||||||||
| 1606 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $500 | ||||
| NEWARK BETH ISRAEL MEDICAL CTR | |||||||||||
| 201 LYONS AVE | NEWARK | NJ | 07112 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $500 | ||||
| THE GARDEN CONSERVANCY | |||||||||||
| PO BOX 608 | GARRISON | NY | 10524 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $500 | ||||
| JAPAN SOCIETY | |||||||||||
| 333 E 47TH ST | NEW YORK | NY | 10017 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $720 | ||||
| PARK AVENUE ARMORY | |||||||||||
| 643 PARK AVE | NEW YORK | NY | 10065 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $824 | ||||
| CITIZENS' COMMITTEE FOR CHILDREN | |||||||||||
| 14 WALL STREET STE 4E | NEW YORK | NY | 10005 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,000 | ||||
| PARRISH ART MUSEUM | |||||||||||
| 279 MONTAUK HIGHWAY | WATER MILL | NY | 11976 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,000 | ||||
| CSPI | |||||||||||
| 1250 I STREET NW STE 500 | WASHINGTON | DC | 20005 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,000 | ||||
| DANA-FARBER JIMMY WALK FUND | |||||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,000 | ||||
| THE ARNOLD P GOLD FOUNDATION | |||||||||||
| 2125 CENTER AVE | FORT LEE | NJ | 07024 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,070 | ||||
| MUSEUM OF AMERICAN FINANCE | |||||||||||
| 48 WALL STREET | NEW YORK | NY | 10005 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,800 | ||||
| BAM | |||||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,840 | ||||
| PECONIC LAND TRUST | |||||||||||
| 296 HAMPTON RD | SOUTHAMPTON | NY | 11968 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $4,200 | ||||
| CENTER FOR PHOTOGRAPHY AT WOODSTOCK | |||||||||||
| 474 BROADWAY | KINGSTON | NY | 12401 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $4,600 | ||||
| CARE | |||||||||||
| 115 BROADWAY 5TH FLOOR | NEW YORK | NY | 10006 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 | ||||
| 2164 | |||||||||||
| 445 PARK AVE 16A | NEW YORK | NY | 10022 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 | ||||
| THE SHEFA SCHOOL | |||||||||||
| 17 W 60TH ST | NEW YORK | NY | 10023 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 | ||||
| ISEF | |||||||||||
| 135 W 29TH ST | NEW YORK | NY | 10001 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 | ||||
| TEMPLE EMANU-EL | |||||||||||
| 1 E 65TH ST | NEW YORK | NY | 10065 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 | ||||
| THE INVESTIGATIVE PROJECT | |||||||||||
| 5614 CONNECTICUT AVE NW SUITE 341 | WASHINGTON | DC | 20015 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 | ||||
| GODDARD RIVERSIDE COMMUNITY CENTER | |||||||||||
| 593 COLUMBUS AVE | NEW YORK | NY | 10024 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 | ||||
| GETTING OUT AND STAYING OUT | |||||||||||
| 201A E 124TH ST | NEW YORK | NY | 10035 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 | ||||
| FSH INC | |||||||||||
| 361 W 125TH ST FLOOR 4 | NEW YORK | NY | 10027 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 | ||||
| ETH ZURICH FOUNDATION | |||||||||||
| 100 WALL ST FL 10 | NEW YORK | NY | 10005 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 | ||||
| NYC EMPIRE LACROSSE | |||||||||||
| 211 EAST 18 TH STREET | NEW YORK | NY | 10003 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 | ||||
| BROADWAY CARES | |||||||||||
| 165 WEST 46TH STREET SUITE 1300 | NEW YORK | NY | 10036 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 | ||||
| PROJECT KESHER | |||||||||||
| 2660 BROADWAY 16 | NEW YORK | NY | 10025 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 | ||||
| BOYS TOWN JERUSALEM | |||||||||||
| 209 W 29TH STREET SUITE 6250 | NEW YORK | NY | 10001 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 | ||||
| STORM KING ART CENTER | |||||||||||
| 1 MUSEUM RD | NEW WINDSOR | NY | 12553 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $9,400 | ||||
| URBAN GLASS | |||||||||||
| 647 FULTON ST | BROOKLYN | NY | 11217 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 | ||||
| JGIVE - FRIEND OF ASOR | |||||||||||
| 43 LUBLIN TR | LAKEWOOD | NJ | 08701 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 | ||||
| WOODS HOLE OCEANOGRAPHIC INSTITUTE | |||||||||||
| 569 WOODS HOLE RD MS 23 | WOODS HOLE | MA | 02543 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 | ||||
| ADL - NEW ENGLAND | |||||||||||
| 40 COURT ST 12 | BOSTON | MA | 02108 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 | ||||
| NAT'L INSTITUTE FOR REPRODUCTIVE HEALTH | |||||||||||
| 14 WALL ST 3B | NEW YORK | NY | 10005 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 | ||||
| CITIZENS CLIMATE EDUCATION | |||||||||||
| PO BOX 181020 | CORONADO | CA | 92178 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 | ||||
| VISUAL ARTS FOUNDATION | |||||||||||
| 209 E 23RD ST | NEW YORK | NY | 10010 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 | ||||
| COMMUNITY SECURITY SERVICE | |||||||||||
| 100 CROSSWAYS PARK W 403 | WOODBURY | NY | 11797 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 | ||||
| THE WASHINGTON INSTITUTE | |||||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 | ||||
| NATIONAL CENTER FOR LEARNING DISABILITIES | |||||||||||
| 1220 L STREET NW STE100 BOX 168 | WASHINGTON | DC | 20005 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 | ||||
| NOLS | |||||||||||
| 1690 E 2000 S | DRIGGS | ID | 83422 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 | ||||
| HAMPTON COMMUNITY OUTREACH | |||||||||||
| 2322 MONTAUK HWY 838 | BRIDGEHAMPTON | NY | 11932 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 | ||||
| GMHC | |||||||||||
| 307 W 38TH ST | NEW YORK | NY | 10018 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 | ||||
| CLIMATE CHANGES FOR ALL EDUCATORS | |||||||||||
| 59 SUMMERSWEET LANE | NEW CANAAN | CT | 06840 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $15,000 | ||||
| HIDE & SEEK FOUNDATION | |||||||||||
| 6475 E PACIFIC COAST HWY 466 | LONG BEACH | CA | 90803 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $18,000 | ||||
| BRIGHTRIGHT ISRAEL FOUNDATION | |||||||||||
| 711 3RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $18,000 | ||||
| JCC ON THE PALISADES | |||||||||||
| 411 E CLINTON AVE | TENAFLY | NJ | 07670 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $18,000 | ||||
| AMERICAN ALYN HOSPITAL | |||||||||||
| 122 E 42ND STREET 1519 | NEW YORK | NY | 10017 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $18,000 | ||||
| FOOTSTEPS DONATION | |||||||||||
| 114 JOHN STREET 930 | NEW YORK | NY | 10272 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $18,000 | ||||
| BROTHERHOOD SISTERSOL | |||||||||||
| 140 HAMILTON PLACE | NEW YORK | NY | 10031 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $21,650 | ||||
| APERTURE FOUNDATION | |||||||||||
| 548 W 28TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $25,000 | ||||
| OHR HATZAFUN (HIDDEN LIGHT INSTITUTE) | |||||||||||
| 5281 S EMPORIA CT | GREENWOOD VILLAGE | CO | 80111 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $25,000 | ||||
| ASIA SOCIETY | |||||||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $25,000 | ||||
| CLIMATE CENTRAL | |||||||||||
| ONE PALMER SQUARE SUITE 402 | PRINCETON | NJ | 08542 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $25,000 | ||||
| CENTRAL PARK CONSERVANCY | |||||||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $25,000 | ||||
| RMI | |||||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $25,000 | ||||
| SAVE THE SOUND | |||||||||||
| 127 CHURCH ST 2ND FLOOR | NEW HAVEN | CT | 06510 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $25,000 | ||||
| USC SHOAH FOUNDATION | |||||||||||
| 1150 S OLIVE STREET SUITE 2400 | LOS ANGELES | CA | 90015 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $25,000 | ||||
| YALE | |||||||||||
| PO BOX 208234 | NEW HAVEN | CT | 06520 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $25,000 | ||||
| NEW YORK BOTANICAL GARDEN | |||||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $25,000 | ||||
| THE JEWISH MUSEUM | |||||||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $27,750 | ||||
| AMERICAN FRIENDS OF YAHAD-IN UNUM | |||||||||||
| 1441 BROADWAY SUITE 6071 | NEW YORK | NY | 10018 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $36,000 | ||||
| ECOAMERICA | |||||||||||
| 1730 RHODE ISLAND AVE NW 200 | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $36,000 | ||||
| MET OPERA | |||||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $50,000 | ||||
| OUR CHILDREN'S TRUST | |||||||||||
| PO BOX 5181 | EUGENE | OR | 97405 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $50,000 | ||||
| JAPANCRAFT21 | |||||||||||
| N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $50,000 | ICHIHARA-CHO 163-7 SHIZUICHI | KYOTO | JA | |||||
| THE AMERICAN INDEPENDENT FOUNDATION | |||||||||||
| 800 MAINE AVE SW STE 500 | WASHINGTON | DC | 20024 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $75,000 | ||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $100,000 | ||||
| YELLOW DOT STUDIOS | |||||||||||
| 11812 SAN VICENTE BLVD FL 4 | LOS ANGELES | CA | 90049 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $100,000 | ||||
| NEW YORK PRESBYTERIAN FUND | |||||||||||
| 850 THIRD AVE 12TH FLOOR | NEW YORK | NY | 10022 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $100,000 | ||||
| UNITED JEWISH APPEAL FEDERATION | |||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $100,000 | ||||
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||||||
| 8 W 40TH ST 8TH FL | NEW YORK | NY | 10018 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $100,000 | ||||
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||||||
| 630 3RD AVE 15TH | NEW YORK | NY | 10017 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $100,000 | ||||
| JCC OF MANHATTAN | |||||||||||
| 334 AMSTERDAM AVENUE AT WEST 76TH | NEW YORK | NY | 10023 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $125,000 | ST | |||
| HARLEM VILLAGE ACADEMIES | |||||||||||
| 132 W 124TH ST | NEW YORK | NY | 10027 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $148,140 | ||||
| TURNOUT ACTIVISM | |||||||||||
| 35 WALDEN ST 3G | CAMBRIDGE | MA | 02140 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $200,000 | ||||
| NATIONAL BREAST CANCER | |||||||||||
| PO BOX 676910 | DALLAS | TX | 75267 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $200,000 | ||||
| THE WHITNEY MUSEUM | |||||||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $232,500 | ||||
| CENTER FOR NEW AMERICAN SECURITY | |||||||||||
| 1152 15TH ST STE 950 | WASHINGTON | DC | 20005 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $300,000 | ||||
| EARTHJUSTICE | |||||||||||
| 48 WALL ST FL 15 | NEW YORK | NY | 10005 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $350,000 | ||||
| AABGU | |||||||||||
| 1001 6TH AVE | NEW YORK | NY | 10018 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,000,000 | ||||
| THE JEWISH CLIMATE TRUST | |||||||||||
| 249 ROYAL PALM WAY STE 501 | PALM BEACH | FL | 33480 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,000,000 | ||||
| MIT | |||||||||||
| 600 MEMORIAL DRIVE W98-200 | CAMBRIDGE | MA | 02139 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,000,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,087,394 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $598,853 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,756 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$357,235 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $394,374 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $394,374 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MUUS AND COMPANY | ||||||
| 1 | 50 WASHINGTON STREET SUITE 915 | SOUTH NORWALK | CT | 06854 | $1,192,000 | Yes (X) |
| MUUS AND COMPANY | ||||||
| 2 | 50 WASHINGTON STREET SUITE 915 | SOUTH NORWALK | CT | 06854 | $718,750 | Yes (X) |
| MUUS AND COMPANY | ||||||
| 3 | 50 WASHINGTON STREET SUITE 915 | SOUTH NORWALK | CT | 06854 | $1,109,045 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100,000 SHARES MUUS SECURITIES | $1,192,000 | 2024-07-12 |
| 2 | 100,000 SHARES MUUS SECURITIES | $718,750 | 2024-11-13 |
| 3 | 100,000 SHARES MUUS SECURITIES | $1,109,045 | 2024-11-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $8,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AG CREDIT | AT COST | $1,282,026 | $1,282,026 |
| AG CREDIT II | AT COST | $1,965,870 | $1,965,870 |
| AIC INCOME | AT COST | $1,633,721 | $1,633,721 |
| BROOKLYN COMMUNITY BAIL FUND | AT COST | $76,776 | $76,776 |
| CONTEXT | AT COST | $6,578,460 | $6,578,460 |
| DIRT CAPITAL | AT COST | $175,323 | $175,323 |
| DORCHESTER V | AT COST | $2,130,323 | $2,130,323 |
| GOLUB CAPITAL PARTNERS | AT COST | $450,004 | $450,004 |
| SPIRE GLOBAL | AT COST | $623,053 | $623,053 |
| WEALTHSPRING | AT COST | $4,309,878 | $4,309,878 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER RECEIVABLE | $1,304,927 | $250,001 | $250,001 |
| CASH IN TRANSIT/RECEIVABLES | $159,836 | $159,836 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY ADJUSTMENT | Desc |
| Amt | $788 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $177 | $0 | $177 |
| INVESTMENT EXPENSES | $18,910 | $18,910 | $0 |
| GOLUB PFIC ORDINARY INCOME | $1,049 | $1,049 | $0 |
| OTHER PARTNERSHIP INCOME | $5,341 | $5,341 | $0 |
| NYS FILING FEE | $750 | $0 | $750 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD PAYABLE | $5,100 | $53,000 |
| OTHER PAYABLES | $212,460 | $220,092 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES PAID | CategoryTxt |
| Amt | $110,652 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments