DDS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DDS FOUNDATION (EIN 13-4089802)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349101324
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T08:05:19-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVENUE 38TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | 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 | 134089802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The DDS Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Daniel Schwartz | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FOUR CORNERS HOLDINGS INC | InCareOfNm |
| Business Name Control | DDSF | BusinessNameControlTxt |
| Phone | 2123001300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 PARK AVENUE APT 4B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL SCHWARTZ | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2123001300 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Curtis Young | PreparerPersonNm |
| PTIN | P01533495 | PTIN |
| Phone | 2128858000 | PhoneNum |
| Preparation | 2025-11-15 | 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 | $40,662,949 | 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 | $215,639 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,259,703 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,259,703 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $796,177 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $796,177 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,362,722 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,533,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,362,722 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $375,134 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $295,780 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,009,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,714,382 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Interest Rev And Expnss | $314,748 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $314,748 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $32,912 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,912 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $294,253 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $293,503 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $641,913 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $621,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,765,974 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,765,974 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,407,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $621,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,766,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $601,488 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,093,219 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $470,101 | CashBOYAmt |
| Cash EOY | $402,187 | CashEOYAmt |
| Cash EOYFMV | $402,187 | CashEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $45,510 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $618,002 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,491,931 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,066,318 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,754,402 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $168,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $168,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $168,000 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,290,566 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,755,141 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,338,360 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $33,084,110 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,391,646 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,662,949 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $33,084,110 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,391,646 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,084,110 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,391,646 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,084,110 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,391,646 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,084,110 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $601,488 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,199 | OtherIncreasesAmt |
| Subtotal | $33,706,797 | SubtotalAmt |
| Other Decreases | $315,151 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,391,646 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,246,250 | GrossSalesPriceAmt |
| Cost Or Other Basis | $171,009 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,075,241 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,075,241 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,362,722 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,996 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $42,996 | SubtotalAmt |
| Tax Based On Investment Income | $42,996 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,576 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $56,576 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,580 | OverpaymentAmt |
| Applied To ES Tax | $13,580 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUR CORNERS HOLDINGS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123001300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 PARK AVENUE APT 4B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL SCHWARTZ | ||||||||
| 1111 Park Avenue Apt 4B | New York | NY | 10128 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| DEBORAH SCHWARTZ | ||||||||
| 1111 Park Avenue Apt 4B | New York | NY | 10128 | SECRETARY | 0.25 | $0 | $0 | $0 |
| GABRIELLA MAJOR | ||||||||
| 1111 Park Avenue Apt 4B | New York | NY | 10128 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,331,685 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $537,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,868,883 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,868,883 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $613,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,255,850 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,012,793 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,012,793 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,996 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,996 | TotalTaxAmt |
| Distributable Before Adj | $1,969,797 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,969,797 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,969,797 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,766,724 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,766,724 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,969,797 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $352,959 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,019,327 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $920,376 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,477,647 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,770,309 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,766,724 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,969,797 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $796,927 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,567,236 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $352,959 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,214,277 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,019,327 | ExcessFromYear4Amt |
| Excess From Year3 | $920,376 | ExcessFromYear3Amt |
| Excess From Year1 | $1,477,647 | ExcessFromYear1Amt |
| Excess From Current Year | $796,927 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL SCHWARTZ DEBORAH SCHWARTZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Committee for Shaare Zedek | ||||||||
| 55 W 39th Street Suite 4 | new york | NY | 10018 | NONE | PC | General Support | $25,000 | |
| American Friends of Beit Issie Shapiro | ||||||||
| 25 West 45th Street Suite 701 | new york | NY | 10036 | NONE | PC | TO raise funds and public awareness in the United STATES FOR BEIT ISSIE SHAPIRO. | $10,000 | |
| American Friends of ITIM | ||||||||
| 800 THIRD AVENUE 28TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | TO EDUCATE THE GENERAL PUBLIC ABOUT JEWISH CULTURE AND RELIGION. | $50,000 | |
| American Friends of Leket Israel | ||||||||
| PO Box 2090 | teaneck | NJ | 07666 | NONE | PC | TO provide a therapeutic and supportive environment that advances special needs children. | $100,000 | |
| American Friends of Nishmat Inc | ||||||||
| 520 Eighth Avenue 4th Floor | new york | NY | 10018 | NONE | PC | General Support | $5,000 | |
| American Friends of Shalva | ||||||||
| 315 Fifth Avenue 6TH fLOOR | new york | NY | 10016 | NONE | PC | TO provide a therapeutic and supportive environment that advances special needs children. | $100,000 | |
| American Gives Inc | ||||||||
| 1732 1st Avenue | new york | NY | 101285177 | NONE | PC | General Support | $5,000 | |
| AMIT Children Inc | ||||||||
| 49 W 37th Street | new york | NY | 10018 | NONE | PC | General Support | $5,000 | |
| Better Future For Israel | ||||||||
| 492C CEDAR LANE 114 | TEANECK | NJ | 07666 | NONE | PC | TO STRENGTHEN ISRAEL'S FUTURE. | $20,000 | |
| Central Fund for Israel | ||||||||
| 461 Central Avenue | Cedarhurst | NY | 11516 | NONE | PC | General Support | $3,600 | |
| Chabad at Columbia Inc | ||||||||
| 625 W 113th Street | new york | NY | 10025 | NONE | PC | General Support | $10,000 | |
| Chaya Israel Foundation | ||||||||
| 335 E 77th St | new york | NY | 10075 | NONE | PC | General Support | $1,800 | |
| Congregation Kehilath Jeshurun | ||||||||
| 125 E 85th St | New York | NY | 10028 | NONE | PC | TO FOSTER AMONG ITS MEMBERSHIP A LOVE OF GOD AND AN ABIDING COMMITMENT TO HALAKHAH AND MITZVOT. | $62,800 | |
| Emunah Women of America | ||||||||
| 500 7th Avenue | NEW YORK | NY | 10018 | NONE | PC | TO support education, social welfare programs aiming to strengthen the Jewish family, advancing women's status, and Holocaust and anti-bias education in Israel and the United States. | $10,000 | |
| Etzion Foundation | ||||||||
| 111 Galway Place suite 203 | teaneck | NJ | 07666 | NONE | PC | to foster development of Jewish education and provide a foundation for Jewish leadership. | $80,000 | |
| Friends of United Hatzalah | ||||||||
| 442 5th Avenue 1866 | New York | NY | 10018 | NONE | PC | General Support | $500,000 | |
| Jewish Center of Atlantic Beach | ||||||||
| 100 Nassau Avenue | New York | NY | 11509 | NONE | PC | General Support | $18,000 | |
| KJ Benevolent Fund | ||||||||
| 125 East 85th Street | new york | NY | 100280992 | NONE | PC | General Support | $5,000 | |
| Pardes Institute of Jewish Studies | ||||||||
| 228 Park ave South Suite 35858 | new york | NY | 10013 | NONE | PC | General Support | $5,000 | |
| PEF Israel Endowment Fund (Amutat Beit Knesset) | ||||||||
| 630 Third Avenue Suite 1501 | new york | NY | 10017 | NONE | PC | TO SUPPORT THE DIRECT DISTRIBUTION OF FUNDS TO SELECTED AND APPROVED CHARITABLE ORGANIZATIONS IN ISRAEL. | $18,000 | |
| PEF Israel Endowment Fund (Atarei Torah) | ||||||||
| 630 Third Avenue Suite 1501 | new york | NY | 10017 | NONE | PC | TO SUPPORT THE DIRECT DISTRIBUTION OF FUNDS TO SELECTED AND APPROVED CHARITABLE ORGANIZATIONS IN ISRAEL. | $18,000 | |
| PEF Israel Endowment Fund (Kaleidoscope Program) | ||||||||
| 630 Third Avenue Suite 1501 | new york | NY | 10017 | NONE | PC | TO SUPPORT THE DIRECT DISTRIBUTION OF FUNDS TO SELECTED AND APPROVED CHARITABLE ORGANIZATIONS IN ISRAEL. | $3,600 | |
| Sefaria Inc | ||||||||
| 228 Park Ave S Suite 79262 | new york | NY | 10003 | NONE | PC | General Support | $10,000 | |
| Sinai School | ||||||||
| 240 Frisch Court Suite 100 | Paramus | NJ | 07652 | NONE | PC | Jewish schools for children with learning or developmental disabilities whose needs cannot be met in a regular education setting. | $25,000 | |
| Sixpoint Inc | ||||||||
| 1412 Broadway Fl 21 | new york | NY | 100189243 | NONE | PC | General Support | $25,000 | |
| The Religious Zionist Movement | ||||||||
| Bnei Akiva of the US and Canada Inc | new york | NY | 10018 | NONE | PC | General Support | $100,000 | 241 West 37th Street 730 |
| Tzohar Israel Foundation | ||||||||
| 122 OAK ST | WOODMERE | NY | 11598 | NONE | PC | to bridge the gaps between religious and secular Jewish people in Israel. | $50,000 | |
| UJA Federation | ||||||||
| 130 East 59th Street | New York | NY | 10022 | NONE | PC | TO care for Jewish people everywhere and New Yorkers of all backgrounds, respond to crises to shape our Jewish future. | $500,000 | |
| Yeshiva University | ||||||||
| 500 W 185th Street | New York | NY | 10033 | NONE | PC | To bring wisdom to life through all that is taught. | $1,000,000 | |
| PASS-THROUGH CHARITABLE CONTRIBUTION | ||||||||
| 8111 WESTCHESTER DRIVE SUITE 600 | DALLAs | TX | 75225 | None | GENERAL | $174 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,765,974 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,259,703 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $796,177 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $20,468 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,342,254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (12 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| CATALIO PUBLIC EQUITIES FUND | 523000 | 18 | $105,142 | |
| YORK SELECT INVESTORS LP | 523000 | 18 | ||
| YORK CAPITAL MANAGEMENT LP | 523000 | 18 | $1,735 | -$53 |
| CORSAIR CAPITAL PARTNERS 100 LP | 523000 | 18 | $214 | |
| YORK CREDIT OPPORTUNITIES FUND LP | 523000 | 18 | -$63 | $147 |
| ENERGY TRANSFER LP | 523000 | 18 | -$2,315 | -$7,543 |
| APOLLO ORIGINATION PARTNERSHIP | 523000 | 18 | $190,390 | $51,132 |
| AXEBROOK CREDIT ALPHA FUND LP | 523000 | 18 | -$3,490 | |
| ATLANTIC PARK STRATEGIC CAPITAL II | 523000 | 18 | $10,544 | $15,475 |
| TIGER GLOBAL LP | 523000 | 18 | $1,649 | -$272 |
| DARWIN GLOBAL FUND L | 523000 | 18 | $12,441 | |
| OTHER INCOME | 523000 | 18 | $1 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $79,354 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,714,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,793,736 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | DANIEL SCHWARTZ DEBORAH SCHWARTZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 PARK AVENUE APT 4B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $215,639 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 8,896 shares of Zeta Global | NoncashPropertyDesc |
| Fair Market Value | $215,639 | FairMarketValueAmt |
| Received | 2024-01-01 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STATE OF ISRAEL | BondNm |
| EOY Book Value | $168,000 | EOYBookValueAmt |
| EOYFMV | $168,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLARENT CORP DEL COM | $13,000 | $0 |
| AMBASE CORP | $20,363 | $8,000 |
| NEXTERA ENERGY PARTNERS | $544,460 | $445,000 |
| NORTHCORE TECHNOLOGIES INC | $25,104 | $0 |
| NEXTDECADE CORP | $604,954 | $899,017 |
| NESTLE SA | $438,555 | $619,423 |
| PEPSICO | $699,042 | $1,520,600 |
| PROCTER & GAMBLE | $409,496 | $1,068,601 |
| BROWN-FORMAN CORP | $375,369 | $379,800 |
| DEERE & CO | $317,707 | $1,482,950 |
| GE HEALTHCARE TECHNOLOGIES CO | $100,374 | $65,124 |
| GENERAL ELECTRIC CO | $303,888 | $416,975 |
| WILLIAMS COS INC | $505,842 | $676,500 |
| AT&T | $629,812 | $861,617 |
| ALPHABET INC | $707,341 | $2,557,875 |
| DISH NETWORK CORP | $577,381 | $401,735 |
| COLONY NORTHSTAR INC | $823,701 | $211,500 |
| BLACKSTONE MORTGAGE TRUST | $1,508,003 | $1,305,750 |
| COCA COCA | $951,400 | $1,245,200 |
| SQUARE INC. | $199,101 | $68,927 |
| PELOTON INTERACTIVE INC. | $168,057 | $13,729 |
| ENERGY TRANSFER | $638,039 | $2,546,700 |
| GE VERNOVA LLC | $76,688 | $205,581 |
| PHILIP MORRIS | $863,830 | $1,203,500 |
| VERIZON | $898,940 | $599,850 |
| TECK RESOURCES | $409,000 | $1,013,250 |
| KRAFT HEINZ | $519,856 | $614,200 |
| PROCTER & GAMBLE CO | $511,797 | $943,198 |
| BROWN FORMAN CORP CL B | $225,218 | $379,800 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| YORK CAPITAL MANAGEMENT | $0 | $14,229 |
| YORK CREDIT OPPORTUNITIES FUND | $69,411 | $22,052 |
| APOLLO ORIGINATION PARTNERSHIP | $2,163,064 | $2,031,480 |
| ATLANTIC PARK STRATEGIC CAP | $480,685 | $472,305 |
| ATLANTIC PARK STRATEGIC CAP II | $491,149 | $528,441 |
| MACCABEE VENTURES | $131,243 | $269,120 |
| CORSAIR CAPITAL PARTNERS 100LP | $987,003 | $1,146,372 |
| CATALIO CREDIT OPPORTUNITIES | $710,696 | $773,219 |
| TIGER GLOBAL LP | $518,444 | $701,459 |
| MR COBALT OFFSHORE FUND | $1,992,517 | $992,479 |
| MANTLE RIDGE DAYLIGHT FUND | $1,057,221 | $1,124,486 |
| CATALIO PUBLIC EQUITIES FUND | $1,367,065 | $1,366,262 |
| DARWIN GLOBAL FUND | $1,142,522 | $1,082,661 |
| AXEBROOK CREDIT ALPHA FUND LP | $7,644,121 | $7,813,795 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDEDUCTIBLE EXPENSES | $23,336 |
| PARTNERSHIP INCOME TIMING DIFFERENCE | $291,815 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| YORK CAPITAL MANAGEMENT, LP | $16 | $16 | |
| ATLANTIC PARK STRATEGIC CAP II | $714 | $714 | |
| US TRUST | $19,006 | $19,006 | |
| YORK CREDIT OPPORTUNITIES FUND | $1,465 | $1,465 | |
| NYS TAX FILING FEE | $750 | $0 | $750 |
| CORSAIR CAPITAL PARTNERS 100LP | $14,089 | $14,089 | |
| MACCABEE VENTURES | $8,054 | $8,054 | |
| MR COBALT OFFSHORE FUND | $24,810 | $24,810 | |
| MANTLE RIDGE DAYLIGHT FUND | $14,914 | $14,914 | |
| AXEBROOK CREDIT ALPHA FUND | $119,721 | $119,721 | |
| TIGER GLOBAL LP | $28,000 | $28,000 | |
| CATALIO STRUCTURED OPP I | $6,589 | $6,589 | |
| CATALIO STRUCTURED OPP AIV I | $8,943 | $8,943 | |
| DARWIN GLOBAL FUND | $14,016 | $14,016 | |
| ATLANTIC PART STRATEGIC CAP | $111 | $111 | |
| CATALIO PUBLIC EQUITIES FUND | $28,233 | $28,233 | |
| OTHER EXPENSES | $4,818 | $4,818 | |
| APOLLO ORIGINATION PARTNERSHIP | $4 | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| YORK SELECT, LP | $1,682 | $1,735 |
| CATALIO PUBLIC EQUITIES FUND | $105,142 | $105,142 |
| YORK CREDIT OPPORTUNITY FUND LP | $84 | -$29 |
| ENERGY TRANSFER LP | -$9,858 | -$2,315 |
| APOLLO ORIGINATION PARTNERSHIP | $241,522 | $174,989 |
| CORSAIR CAPITAL PARTNERS 100 LP | $214 | $214 |
| AXEBROOK CREDIT ALPHA FUND LP | -$3,490 | -$3,490 |
| ATLANTIC PARK STRATEGIC CAPITAL II | $26,019 | $10,544 |
| TIGER GLOBAL LP | $1,377 | -$3,452 |
| DARWIN GLOBAL FUND | $12,441 | $12,441 |
| OTHER INCOME | $1 | $1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY TRANSFER LP - EXCESS BUSINESS INT | Desc |
| Amt | $21,199 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ATLANTIC PARK STRATEGIC CAP II | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX | $20,000 | $0 |
| FOREIGN TAX | $12,912 | $12,912 |