BETA

HENRY & ELAINE KAUFMAN FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HENRY & ELAINE KAUFMAN FOUNDATION INC (EIN 23-7045903)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-06
IRS object ID
201833109349100308
Schema version
2017v2.3
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)
Return2018-11-06T09:30:05-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bender Lane Advisory LLCBusinessNameLine1Txt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-10-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDaniel J CurranPreparerPersonNm
PTINP00311611PTIN
Phone5182181218PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.246.140.66IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id14204720183105000000FederalOriginalSubmissionId
Federal Original Submission Id2018-11-06FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id34D71890FCB7C6E08272C57B9606766CF65C84DAAtSubmissionCreationDeviceId
At Submission Filing Device Id34D71890FCB7C6E08272C57B9606766CF65C84DAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$32,498,439FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,110,955ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,973InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,973InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$413,727DividendsRevAndExpnssAmt
Dividends Net Invst Incm$413,727DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,191,832NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,971,048GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,191,832CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$187OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$187OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,724,674TotalRevAndExpnssAmt
Total Net Invst Incm$2,613,719TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$2,870LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$2,870LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$51,060AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$51,060AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$261,628OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$261,628OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$104,781TaxesRevAndExpnssAmt
Taxes Net Invst Incm$29,781TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$2,221OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,316OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$905OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$422,560TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$343,785TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,775TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,672,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,672,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,094,610TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$343,785TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,675,825TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,630,064ExcessRevenueOverExpensesAmt
Net Investment Income$2,269,934NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,369,227CashBOYAmt
Cash EOY$92,342CashEOYAmt
Cash EOYFMV$92,342CashEOYFMVAmt
Sav And Temp Cash Invst BOY$592,225SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,864,813SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,864,813SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$19,719,165CorporateStockBOYAmt
Corporate Stock EOY$21,502,120CorporateStockEOYAmt
Corporate Stock EOYFMV$29,854,646CorporateStockEOYFMVAmt
Other Investments BOY$2,190,672OtherInvestmentsBOYAmt
Other Investments EOY$1,853,464OtherInvestmentsEOYAmt
Other Investments EOYFMV$686,638OtherInvestmentsEOYFMVAmt
Total Assets BOY$23,871,289TotalAssetsBOYAmt
Total Assets EOY$25,312,739TotalAssetsEOYAmt
Total Assets EOYFMV$32,498,439TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$23,871,289CapitalStockBOYAmt
Capital Stock EOY$25,312,739CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$23,871,289TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,312,739TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$23,871,289TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$25,312,739TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$23,871,289TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,630,064ExcessRevenueOverExpensesAmt
Subtotal$26,501,353SubtotalAmt
Other Decreases$1,188,614OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$25,312,739TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$8,966,859$6,483,127$2,483,732$2,483,732
LEEDS EQUITY PARTNERS LP K-1 CAPITAL GAINP$296,089-$296,089-$296,089
ELEVATION MSP LP K-1 CAPITAL GAINP$4,189$4,189$4,189
FieldValueIRS element (for citing)
Capital Gain Net Income$2,191,832CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,020,371AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$26,396,886NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.076538DistributionYr1Rt
Adjusted Qlfy Distri Yr2$890,030AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$28,649,497NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.031066DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,711,341AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$24,825,946NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.068934DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,486,590AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$20,984,577NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.070842DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,702,834AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$12,172,197NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.139895DistributionYr5Rt
Total Distribution0.387275TotalDistributionRt
Average Distribution0.077455AverageDistributionRt
Net Vl Noncharitable Assets$28,880,364NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,236,929AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$22,699NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,259,628AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,675,825QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$45,399InvestmentIncomeExciseTaxAmt
Subtotal$45,399SubtotalAmt
Tax Based On Investment Income$45,399TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$78,926EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$78,926TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$33,527OverpaymentAmt
Applied To ES Tax$33,527AppliedToESTaxAmt

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$26,621,116AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,012,412AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$686,638FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$29,320,166TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$29,320,166AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$439,802CashDeemedCharitableAmt
Net Vl Noncharitable Assets$28,880,364NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,444,018MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,444,018MinimumInvestmentReturnAmt
Tax Based On Investment Income$45,399TaxBasedOnInvestmentIncomeAmt
Total Tax$45,399TotalTaxAmt
Distributable Before Adj$1,398,619DistributableBeforeAdjAmt
Distributable Before Ded$1,398,619DistributableBeforeDedAmt
Distributable As Adjusted$1,398,619DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,675,825ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,675,825QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,675,825AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,398,619DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,214,484ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$474,897ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$731,723ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,421,104TotalExcessDistributionCyovAmt
Qualifying Distributions$1,675,825QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,398,619AppliedToCurrentYearAmt
Remaining Distri From Corpus$277,206RemainingDistriFromCorpusAmt
Total Corpus$2,698,310TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$2,110,955CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov To Next Yr$587,355ExcessDistriCyovToNextYrAmt
Excess From Year1$587,355ExcessFromYear1Amt
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 (106 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Alliance for Eating Disorders Awareness
PO Box 2562West Palm BeachFL33402NonePCGeneral Charitable$100
American Academy of Arts & Sciences
136 Irving StCambridgeMA02138NonePCGeneral Charitable$5,000
American Committee for Shaare Zedek
55 West 39th Street 4th FloorNew YorkNY10018NonePCGeneral Charitable$500
American Friends of the Israel Museum
545 Fifth Ave Ste 920New YorkNY10017NonePCGeneral Charitable$1,000
American Jewish Committee
165 East 65th StreetNew YorkNY10022NonePCGeneral Charitable$3,600
Animal Medical Center
510 E 62nd StNew YorkNY10065NonePCGeneral Charitable$10,000
Atlanta Jewish Film Festival
1800 Peachtree St NW STE 830AtlantaGA30309NonePCGeneral Charitable$1,620
Austen Riggs Center
25 Main St PO Box 962StockbridgeMA01262NonePCGeneral Charitable$30,000
Bergen Volunteer Medical Initiative Inc
75 Essex Street Suite 100HackensackNJ07601NonePCGeneral Charitable$3,000
Camp Sunshine
1850 Clairmont RoadDecaturGA30033NonePCGeneral Charitable$2,500
Center for Civil and Human Rights
250 Williams St Suite 2322AtlantaGA30303NonePCGeneral Charitable$100
Center for Jewish LifePrinceton Hillel
70 Washington RoadPrincetonNJ08540NonePCGeneral Charitable$540
Chabad
719 Eastern Parkway 1BrooklynNY11213NonePCGeneral Charitable$5,000
Chabad - Puerto Rico
PMB 122 5900 Isla Verde Ave L-2CarolinaPR00979NonePCGeneral Charitable$5,000
Congregation Shir Shalom
252 W Spain StSonomaCA95476NonePCGeneral Charitable$1,500
Congregation Shir Shalom
252 W Spain StSonomaCA95476NonePCGeneral Charitable$1,800
Connecticut Public Broadcasting
1049 Asylum AveHartfordCT06105NonePCGeneral Charitable$20,000
Council for Economic Education
122 East 42nd St Suite 2600New YorkNY10168NonePCGeneral Charitable$1,000
Council on Foreign Relations
58 E 68th StNew YorkNY10065NonePCGeneral Charitable$25,000
DOROT
171 W 85th StNew YorkNY10024NonePCGeneral Charitable$200
DOROT
171 W 85th StNew YorkNY10024NonePCGeneral Charitable$500
Dwight-Englewood School
315 E Palisade AveEnglewoodNJ07631NonePCGeneral Charitable$2,500
Education Through Music
122 E 42nd St Ste 1501New YorkNY10168NonePCGeneral Charitable$1,000
Education Through Music
122 E 42nd St Ste 1501New YorkNY10168NonePCGeneral Charitable$1,000
Environmental Working Group
1436 U St NW Ste 100WashingtonDC20009NonePCGeneral Charitable$1,000
Feltsman Piano Foundation
18 Hawk Hill RdNew PaltzNY12561NonePCGeneral Charitable$20,000
Franklin Lakes Volunteer Ambulance Corps
PO BOX 302Franklin LakesNJ07417NonePCGeneral Charitable$100
Franklin Lakes Volunteer Fire Deptartment
480 DeKorte DriveFranklin LakesNJ07417NonePCGeneral Charitable$100
Friends of Israel Defense Forces
60 East 42nd StreetNew YorkNY10165NonePCGeneral Charitable$7,600
Fund for Reunion
PO BOX 1481PrincetonNJ08542NonePCGeneral Charitable$250
Glen Rock Jewish Center
682 Harristown RdGlen RockNJ07452NonePCGeneral Charitable$200
Grassroots Environmental Education
52 Main StreetPort WashingtonNY11050NonePCGeneral Charitable$10,000
Group of Thirty
1701 K St NW Ste 950WashingtonDC20006NonePCGeneral Charitable$2,000
GW Baseball Fund
600 22nd St NWWASHINGTONDC20052NonePCGeneral Charitable$5,000
Hadassah
50 W 58th StNew YorkNY10019NonePCGeneral Charitable$1,000
Hadassah
50 W 58th StNew YorkNY10019NonePCGeneral Charitable$200
HealthCare Chaplaincy Network
1480 Fowler StRichlandWA99352NonePCGeneral Charitable$3,000
Hold On To Your Music Inc
2128 Duxbury CirLos AngelesCA90034NonePCGeneral Charitable$1,000
Institute of International Education
809 United Nations PlazaNew YorkNY10017NonePCGeneral Charitable$20,000
Institute of International Education
809 United Nations PlazaNew YorkNY10017NonePCGeneral Charitable$20,000
Israeli American Council
5900 Canoga Ave Ste 390Woodland HlsCA91367NonePCGeneral Charitable$2,500
Jerusalem Fellowships Inc
28 Park AveAirmontNY10952NonePCGeneral Charitable$25,000
Jewish Educational Loan Fund
4549 Chamblee Dunwoody RdAtlantaGA30338NonePCGeneral Charitable$10,000
Jewish Federation of Atlanta
1440 Spring StAtlantaGA30309NonePCGeneral Charitable$3,000
Jewish Federation of Palm Beach
1 Havard Circle Suite 100West Palm BeachFL33409NonePCGeneral Charitable$5,000
Jewish Federation of Palm Beach County
1 Havard Circle Suite 100West Palm BeachFL33409NonePCGeneral Charitable$50,000
Jewish Home Foundation
3150 Howell Mill RdAtlantaGA30327NonePCGeneral Charitable$10,000
Jewish Home Foundation of North Jersey
10 Link DrRockleighNJ07647NonePCGeneral Charitable$10,000
Johns Hopkins University
3910 Keswick Road Suite N2100BaltimoreMD21211NonePCGeneral Charitable$2,500
Kaufman Center
129 West 67th StreetNew YorkNY10023NonePCGeneral Charitable$200
Kaufman Center
129 West 67th StreetNew YorkNY10023NonePCGeneral Charitable$200,000
Kaufman Music Center
Goodman House 129 W 67th StNew YorkNY10023NonePCGeneral Charitable$8,000
Kol Ami of Boca Raton
PO Box 810504Boca RatonFL33481NonePCGeneral Charitable$2,500
Kravis Center for the Performing Arts
701 Okeechobee BlvdWest Palm BeachFL33401NonePCGeneral Charitable$12,500
Leo Baeck Institute
15 W 16 StNew YorkNY10011NonePCGeneral Charitable$5,000
Leo Baeck Institute
15 W 16 StNew YorkNY10011NonePCGeneral Charitable$5,000
Marcus Jewish Community Center
5342 Tilly Mill RdDunwoodyGA30338NonePCGeneral Charitable$250
Montclair Art Museum
3 South Mountain AveMontclairNJ07042NonePCGeneral Charitable$500
MorseLife Foundation Inc
4847 Fred Gladstone DrWest Palm BeachFL33417NonePCGeneral Charitable$3,000
Museum of American Finance
48 Wall StreetNew YorkNY10005NonePCGeneral Charitable$10,000
New York Historical Society
170 Central Park WestNew YorkNY10024NonePCGeneral Charitable$1,000
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$200,000
Norton Museum of Art
1451 S Olive AveWest Palm BeachFL33401NonePCGeneral Charitable$30,000
Norton Museum of Art
1451 S Olive AveWest Palm BeachFL33401NonePCGeneral Charitable$30,000
Palm Beach Country Club Foundation
760 N Ocean BlvdPalm BeachFL33480NonePCGeneral Charitable$1,000
Palm Beach Drama Works
201 Clematis StreetWest Palm BeachFL33401NonePCGeneral Charitable$1,000
Palm Beach United Way
44 Cocoanut Row Suite M201Palm BeachFL33480NonePCGeneral Charitable$1,500
Parrish Art Museum
279 Montauk HighwayWater MillNY11976NonePCGeneral Charitable$5,000
Phelps Memorial Hospital
972 Brush Hollow RdWestburyNY11590NonePCGeneral Charitable$5,000
Point Foundation
5055 Wilshire Boulevard Suite 501Los AngelesCA90036NonePCGeneral Charitable$1,000
Princeton AlumniCorps
12 Stockton StreetPrincetonNJ08540NonePCGeneral Charitable$500
Reconstructionist Rabbinical College
1299 Church RdWyncotePA19095NonePCGeneral Charitable$10,000
Riverdale Mental Health Association
5676 Riverdale AvenueBronxNY10471NonePCGeneral Charitable$7,000
Riverdale Neighborhood House
5521 Moshul AveBronxNY10471NonePCGeneral Charitable$1,000
Ryan Licht Sang Bipolar Foundation
875 N Michigan Ave Ste 3100ChicagoIL60611NonePCGeneral Charitable$500
Sigma Phi Epsilon Educational Foundation
310 S BoulevardRichmondVA23220NonePCGeneral Charitable$2,500
T J Martell Foundation
417 Fifth Avenue 8th FloorNew YorkNY10016NonePCGeneral Charitable$5,000
Temple Beth El of Dunkirk
190 N County RoadPalm BeachFL33480NonePCGeneral Charitable$540
Temple Beth Rishon
585 Russell AvenueWyckoffNJ07481NonePCGeneral Charitable$18,0009 Church St
Temple Emanu-El of Palm Beach
585 Russell AvenueWyckoffNJ07481NonePCGeneral Charitable$10,175
Temple Emanu-El of Palm Beach
585 Russell AvenueWyckoffNJ07481NonePCGeneral Charitable$1,800
Temple Sinai
509 BroadwaySaratoga SpringsNY12866NonePCGeneral Charitable$6,000
The 1891 Fredonia Opera House Inc
PO Box 384FredoniaNY14063NonePCGeneral Charitable$1,000
The Bretton Woods Committee
1701 K St NW Ste 950WashingtonDC20006NonePCGeneral Charitable$500
The Davis Academy
8105 Roberts DrAtlantaGA30350NonePCGeneral Charitable$150,000
The Hoffman Institute Foundation
1299 4th St PH 600San RafaelCA94901NonePCGeneral Charitable$250
The Jewish Museum
1109 5th AveNew YorkNY10128NonePCGeneral Charitable$10,000
The Jewish Museum
1109 5th AveNew YorkNY10128NonePCGeneral Charitable$10,000
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 Society of the Four Arts
Four Arts PlazaPalm BeachFL33480NonePCGeneral Charitable$10,000
The Society of the Four Arts
Four Arts PlazaPalm BeachFL33480NonePCGeneral Charitable$5,000
The Temple
1589 Peachtree StreetAtlantaGA30309NonePCGeneral Charitable$2,775
Thirteen
825 Eighth Ave 14th FlNew YorkNY10019NonePCGeneral Charitable$150
TriBraining Inc
2430 Prairie AveEvanstonIL60201NonePCGeneral Charitable$5,000
Trustees of the Univ of Pennsylvania
3451 Walnut Street Suite 305PhiladelphiaPA19104NonePCGeneral Charitable$2,500
Trustees of University of Pennsylvania
3451 Walnut Street Suite 305PhiladelphiaPA19104NonePCGeneral Charitable$2,500
University of Maryland College Park Fdn
4603 Calvert RdCollege ParkMD20740NonePCGeneral Charitable$400,000
Valley Hospital Foundation
223 North Van Dien AvenueRidgewoodNJ07450NonePCGeneral Charitable$10,000
Washington University
Campus Box 1082 One Brookings DriveSaint LouisMO63130NonePCGeneral Charitable$20,000
WNEDWBFO
3401 S Congress AveBoynton BeachFL33426NonePCGeneral Charitable$1,000
WXEL-South Florida PBS
3401 S Congress AveBoynton BeachFL33426NonePCGeneral Charitable$1,000
Yeshiva University
500 West 185th StreetNew YorkNY10033NonePCGeneral Charitable$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,672,050TotalGrantOrContriPdDurYrAmt

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$7,973ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$413,727ExclusionAmt
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$187ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,191,832ExclusionAmt
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$2,613,719ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,613,719TotalIncomeProducingActyAmt

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$2,110,955TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
127,280 SHS HANES BRANDS INC.$588,1572017-12-15
15,250 SHS BROWN FORMAN$347,8652017-12-15
1475 SHS BERKSHIRE HATHAWAY CL B$94,1522017-12-15
11,275 SHS HEINEKEN HOLDINGS NV$122,0432017-12-15
11,280 SHS MARTIN MARIETTA MATERIALS$106,6602017-12-15
14,675 SHS ALTRIA GROUP INC.$336,3902017-12-15
13,650 SHS HEINEKEN HOLDINGS NV$360,3282017-12-26

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBENDER LANE ADVISORY, LLCCategoryTxt
Amt$51,060Amt
Net Investment Income$51,060NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHIEFTAIN$2,640,943$3,439,134
JP MORGAN$26,374$324,718
MORGAN STANLEY$5,097,801$6,882,550
GARDNER RUSSO GARDNER$6,955,413$11,131,656
SQ ADVISORS$3,781,589$5,076,588
CAPE ANN DEVELOPING MKTS FD$3,000,000$3,000,000

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AUTONOMYAT COST$76,582$79,946
CERBERUS ASIA PARTNERS LTDAT COST$0$0
ELEVATION PARTNERS LPAT COST$353,780$349
LEEDS EQUITY PARTNERS IV LPAT COST$1,415,328$603,781
ELEVATION DUNDEE PARTNERS, LPAT COST$0$316
ELEVATION MSP, LPAT COST$7,774$2,246

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryCLEARY GOTTLIEBCategoryTxt
Legal Fees$2,870LegalFeesAmt
Disbursements Charitable Prps$2,870DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
ADJ TO CARRY DONATED SECURITIES AT COST$1,182,468
OTHER ADJUSTMENTS$1,501
CERBERUS ASIA BOOK VALUE WRITE-OFF$4,645

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
NYS DEPT OF LAW$750$750
ALM$155$155
ELEVATION PARTNERS, LP$26$26
ELEVATION MSP BLOCKER HOLD LP$325$325
LEEDS EQUITY PARTNERS IV, LP$965$965

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCERBERUS ASIA PARTNERS, LPDesc
Revenue And Expenses Per Books$187RevenueAndExpensesPerBooksAmt
Net Investment Income$187NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
CHIEFTAIN MANAGEMENT FEES$109,208$109,208
GARDNER RUSSO MANAGE/CUST FEES$105,644$105,644
SQ ADVISORS MANAGEMENT FEES$46,776$46,776

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES -GARDNER RUSSO$27,879$27,879
FOREIGN TAXES - SQ ADVISORS$1,902$1,902
UNITED STATES TREASURY$75,000$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.