HENRY & ELAINE KAUFMAN FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HENRY & ELAINE KAUFMAN FOUNDATION INC (EIN 23-7045903)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-10-24
IRS object ID
201602989349100505
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-10-24T09:58:22-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Place Ste 1001AddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-10-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDaniel J CurranPreparerPersonNm
PTINP00311611PTIN
Phone5182181218PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$27,888,137FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$125InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$125InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$413,011DividendsRevAndExpnssAmt
Dividends Net Invst Incm$413,011DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$476,245NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,189,406GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$476,245CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$14,268OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$14,268OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$903,649TotalRevAndExpnssAmt
Total Net Invst Incm$903,649TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$50,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$50,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$254,009OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$254,009OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$1,758InterestRevAndExpnssAmt
Interest Net Invst Incm$1,758InterestNetInvstIncmAmt
Taxes Rev And Expnss$56,820TaxesRevAndExpnssAmt
Taxes Net Invst Incm$26,820TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,677OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,915OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$750OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$368,264TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$337,502TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$889,280ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$889,280ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,257,544TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$337,502TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$890,030TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$353,895ExcessRevenueOverExpensesAmt
Net Investment Income$566,147NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$79,828CashBOYAmt
Cash EOY$289,798CashEOYAmt
Cash EOYFMV$289,798CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,028,677SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,200,969SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,200,969SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$18,312,502CorporateStockBOYAmt
Corporate Stock EOY$20,462,330CorporateStockEOYAmt
Corporate Stock EOYFMV$25,348,841CorporateStockEOYFMVAmt
Other Investments BOY$3,239,293OtherInvestmentsBOYAmt
Other Investments EOY$2,378,754OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,048,529OtherInvestmentsEOYFMVAmt
Total Assets BOY$24,660,300TotalAssetsBOYAmt
Total Assets EOY$24,331,851TotalAssetsEOYAmt
Total Assets EOYFMV$27,888,137TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$24,660,300CapitalStockBOYAmt
Capital Stock EOY$24,331,851CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$24,660,300TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,331,851TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$24,660,300TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,331,851TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$24,660,300TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$353,895ExcessRevenueOverExpensesAmt
Other Increases$25,446OtherIncreasesAmt
Subtotal$24,331,851SubtotalAmt
Tot Net Ast Or Fund Balances EOY$24,331,851TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$4,189,406$3,052,536$1,136,870$1,136,870
KKR & COMPANY INC. (UBS) K-1 CAPITAL GAINS$4,829$4,829$4,829P
CERBERUS ASIA PARTNERS, LP K-1 CAPITAL GAINS$23,450$23,450$23,450P
LEEDS EQUITY PARTNERS K-1 CAPITAL LOSSES$731,454-$731,454-$731,454P
ELEVATION MSP BLOCKER HOLDINGS LP K-1 CAPITAL GAINS$42,550$42,550$42,550
FieldValueIRS element (for citing)
Capital Gain Net Income$476,245CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,711,341AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$24,825,946NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.068934DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,486,590AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$20,984,577NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.070842DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,702,834AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,172,197NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.139895DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,215,994AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$16,289,180NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.07465DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,267,423AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$16,268,698NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.077906DistributionYr5Rt
Total Distribution0.432227TotalDistributionRt
Average Distribution0.086445AverageDistributionRt
Net Vl Noncharitable Assets$28,649,497NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,476,606AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,661NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,482,267AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$890,030QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,323InvestmentIncomeExciseTaxAmt
Subtotal$11,323SubtotalAmt
Tax Based On Investment Income$11,323TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$46,445EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$46,445TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$35,122OverpaymentAmt
Applied To ES Tax$35,122AppliedToESTaxAmt

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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Henry Kaufman
590 Madison Avenue 5th FloorNew YorkNY10022Pres/Treas/Dir - AS NEEDED0$0
Elaine Kaufman
590 Madison Avenue 5th FloorNew YorkNY10022VP/Dir - AS NEEDED0$0
Daniel S Kaufman
590 Madison Avenue 5th FloorNew YorkNY10022Sec/Dir - AS NEEDED0$0
Glenn D Kaufman
590 Madison Avenue 5th FloorNew YorkNY10022DIRECTOR - AS NEEDED0$0
Craig S Kaufman
590 Madison Avenue 5th FloorNew YorkNY10022DIRECTOR - AS NEEDED0$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$25,636,321AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,400,934AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,048,529FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$29,085,784TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$29,085,784AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$436,287CashDeemedCharitableAmt
Net Vl Noncharitable Assets$28,649,497NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,432,475MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,432,475MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,323TaxBasedOnInvestmentIncomeAmt
Total Tax$11,323TotalTaxAmt
Distributable Before Adj$1,421,152DistributableBeforeAdjAmt
Distributable Before Ded$1,421,152DistributableBeforeDedAmt
Distributable As Adjusted$1,421,152DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$890,030ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$890,030QualifyingDistributionsAmt
Adjusted Qualifying Distri$890,030AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,421,152DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,267,423ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,215,994ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,214,484ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$474,897ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,172,798TotalExcessDistributionCyovAmt
Qualifying Distributions$890,030QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$890,030AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$531,122ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$531,122ExcessDistributionCyovAppCYAmt
Total Corpus$3,641,676TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$736,301ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,905,375ExcessDistriCyovToNextYrAmt
Excess From Year4$1,215,994ExcessFromYear4Amt
Excess From Year3$1,214,484ExcessFromYear3Amt
Excess From Year2$474,897ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt
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 WRITING.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
American Academy of Arts & Sciences
136 Irving StCambridgeMA02138NonePCGeneral Charitable$5,000
American-Israel Cultural Foundation
1140 Broadway Suite 304New YorkNY10001NonePCGeneral Charitable$500
American Jewish Committee
165 East 56th StreetNew YorkNY10022NonePCGeneral Charitable$3,600
American Kidney Fund
11921 Rockville Pike Suite 300RockvilleMD20852NonePCGeneral Charitable$1,000
Animal Medical Center
510 E 62nd StNew YorkNY10065NonePCGeneral Charitable$10,000
Atlanta Jewish Film Festival
PO Box 550529AtlantaGA30355NonePCGeneral Charitable$1,620
Austen Riggs Center
25 Main StreetStockbridgeMA01262NonePCGeneral Charitable$30,000
Barnard College
3009 BroadwayNew YorkNY10027NonePCGeneral Charitable$500
Bergen Volunteer Medical Initiative Inc
241 Moore StreetHackensackNJ07601NonePCGeneral Charitable$5,000
Brooklyn Legal Services Corporation A
260 Broadway Suite 2BrooklynNY11211NonePCGeneral Charitable$1,000
Camp Sunshine
1850 Clairmont RdDecaturGA30033NonePCGeneral Charitable$4,000
Center for Jewish Life
PO Box 20526StanfordCA94309NonePCGeneral Charitable$500
Chabad
719 Eastern Parkway 1BrooklynNY11213NonePCGeneral Charitable$5,000
Children's Healthcare of Atlanta Fdn
1584 Tullie Cir NeAtlantaGA30329NonePCGeneral Charitable$1,500
Congregation Shir Shalom
252 W Spain StSonomaCA95476NonePCGeneral Charitable$3,050
Council on Foreign Relations
58 E 68th StNew YorkNY10065NonePCGeneral Charitable$25,000
Dwight-Englewood School
315 E Palisade AveEnglewoodNJ07631NonePCGeneral Charitable$2,500
Emory Pedaling to End Parkinson's & Paralysis
1440 Clifton Road NEAtlantaGA30322NonePCGeneral Charitable$500
Fractured Atlas
248 West 35 StNew YorkNY10001NonePCGeneral Charitable$10,000
Franklin Lakes PBA Local #150
490 Pulis AveFranklin LakesNJ07417NonePCGeneral Charitable$100
Franklin Lakes Volunteer Ambulance Corp
PO Box 302Franklin LakesNJ07417NonePCGeneral Charitable$200
Friedman CJE
4601 Community DriveWest Palm BeachFL33409NonePCGeneral Charitable$2,000
Friends of IDF
60 East 42nd StreetNew YorkNY10165NonePCGeneral Charitable$7,600
Grassroots Environmental Education
52 Main StreetPort WashingtonDC11050NonePCGeneral Charitable$7,500
Group of Thirty
1701 K Street NW Suite 950WashingtonDC20006NonePCGeneral Charitable$3,000
Hope Hospice - Returned Check
9470 Healthpark CirFort MyersFL33908NonePCGeneral Charitable-$500
Institute of International Education
809 United Nations PlazaNew YorkNY10017NonePCGeneral Charitable$20,000
Jerusalem Fellowships Inc
28 Park AveMonseyNY10952NonePCGeneral Charitable$25,000
Jewish Family & Career Services (JELF)
4549 Chamblee Dunwoody RoadAtlantaGA30338NonePCGeneral Charitable$6,000
Jewish Family Service of North Jersey
One Pikes DriveWayneNJ07470NonePCGeneral Charitable$15,000
Jewish Federation
50 Eisenhower DriveParamusNJ07652NonePCGeneral Charitable$1,800
Jewish Federation of Palm Beach
4601 Community DrWest Palm BeachFL33417NonePCGeneral Charitable$55,000
Jewish Home Foundation of North Jersey
10 Link DriveRockleighNJ07647NonePCGeneral Charitable$15,200
Jewish National Fund
42nd East 69th stNew YorkNY10021NonePCGeneral Charitable$250
Jewish Theological Seminary
3080 BroadwayNew YorkNY10027NonePCGeneral Charitable$500
Kaufman Center
129 West 67th StreetNew YorkNY10023NonePCGeneral Charitable$1,200
Keeping the Blues Alive Foundation
1761 W Hilsboro Blvd Suite 409DeerfieldFL33442NonePCGeneral Charitable$2,500
Kol Ami
8200 Peters RdPlantationFL33324NonePCGeneral Charitable$1,330
Leo Baeck Institute
15 W 16th StNew YorkNY10011NonePCGeneral Charitable$5,000
Manhattan Theatre Club
311 West 43rd StreetNew YorkNY10036NonePCGeneral Charitable$500
Marcus Jewish Community Center of Atlanta
5342 Tilly Mill RdDunwoodyGA30338NonePCGeneral Charitable$5,000
Midtown Assistance Center
30 Porter Place NEAtlantaGA30308NonePCGeneral Charitable$250
Museum of American Finance
48 Wall StreetNew YorkNY10005NonePCGeneral Charitable$12,500
Nantucket Artists Association
24 Amelia DrNantucketNY02554NonePCGeneral Charitable$500
National Guild
520 8th Avenue Ste 302 3rd FloorNew YorkNY10018NonePCGeneral Charitable$1,000
New York Public Radio Gala
160 Varick StreetNew YorkNY10013NonePCGeneral Charitable$500
New York-Presbyterian
525 East 68th StreetNew YorkNY10065NonePCGeneral Charitable$100,000
Orpheus Chamber Orchestra
490 Riverside Drive 11th FloorNew YorkNY10027NonePCGeneral Charitable$1,500
Palm Beach Country Club Foundation
760 N Ocean BlvdPalm BeachFL33480NonePCGeneral Charitable$1,000
Palm Beach Drama Works
201 Clematis StreetWest Palm BeachFL33401NonePCGeneral Charitable$500
Palm Beach Habilitation Center
4522 S Congress AveLake WorthFL33461NonePCGeneral Charitable$200
Palm Beach United Way
2600 Quantum BlvdBoynton BeachFL33426NonePCGeneral Charitable$500
Peaceplayers International-Middle East
1200 New Hampshire Ave NW Suite 875WashingtonDC20036NonePCGeneral Charitable$500
Penn Engineering Annual Giving Fund
763 Johnsonburg RdSt MarysPA15857NonePCGeneral Charitable$1,000
Phelps Memorial Hospital
701 N BroadwaySleepy HollowNY10591NonePCGeneral Charitable$2,500
PMC
77 Fourth AvenueNeedhamMA02494NonePCGeneral Charitable$250
Pratt Institute
200 Willoughby AveBrooklynNY11205NonePCGeneral Charitable$2,000
Princeton AlumniCorps
12 Stockton StreetPrincetonNJ08540NonePCGeneral Charitable$500
Raymond F Kravis Center For the Performing Arts
701 Okeechobee BlvdWest Palm BeachFL33401NonePCGeneral Charitable$5,000
Reconstructionist Rabbinical College
1299 Church RdWyncotePA19095NonePCGeneral Charitable$1,000
Rising Tide Capital
348 Martin Luther King Jr DriveJersey CityNJ07305NonePCGeneral Charitable$6,000
Sigma Phi Epsilon Educational Foundation
310 S BoulevardRichmondVA23220NonePCGeneral Charitable$2,400
Temple Beth Abraham
25 Leroy AvenueTarrytownNY10591NonePCGeneral Charitable$7,500
Temple Beth El
190 N County RoadPalm BeachFL33480NonePCGeneral Charitable$1,080
Temple Beth Rishon
585 Russell AvenueWyckoffNJ07481NonePCGeneral Charitable$112,500
Temple Emanu-El of Palm Beach
190 N Country RoadPalm BeachFL33480NonePCGeneral Charitable$43,600
Temple Sinai
5645 Dupree Drive NWSandy SpringsGA30327NonePCGeneral Charitable$6,000
The Davis Academy
8105 Roberts DrAtlantaGA30350NonePCGeneral Charitable$200,000
The Fund For Reunion Inc
PO Box 1481PrincetonNJ08542NonePCGeneral Charitable$250
The Jewish Museum
1109 5th AvenueNew YorkNY10128NonePCGeneral Charitable$10,000
The Mussar Institute
6545 SW 133rd DrPinecrestFL33156NonePCGeneral Charitable$1,000
ULI Foundation
1025 Thomas Jefferson Street Nw NoWashingtonDC20007NonePCGeneral Charitable$1,000
United Way of Palm Beach
2600 Quantum BlvdBoynton BeachFL33426NonePCGeneral Charitable$1,000
Valley Hospital Foundation
223 North Van Dein AvenueRidgewoodNJ07450NonePCGeneral Charitable$21,000
Vladimir & Haewon Feltsman Piano Fdn
18 Hawk Hill RdNew PaltzNY12561NonePCGeneral Charitable$20,000
Volcker Alliance
560 Lexington Ave Suite 16BNew YorkNY10228NonePCGeneral Charitable$5,000
Washington University
1 Brookings DriveSt LouisMO63130NonePCGeneral Charitable$30,000
WNEDWBFO
3401 S Congress AveBoynton BeachFL33426NonePCGeneral Charitable$1,000
Woodstock Jewish Congregation
1682 Glasco TPKEWoodstockNY12498NonePCGeneral Charitable$1,800
WXEL TV
3401 S Congress AveBoynton BeachFL33426NonePCGeneral Charitable$1,000
1891 Fredonia Opera House
FredoniaFredoniaNY14063NONEPCGeneral Charitable$1,0009 Church St
Alzheimer's Foundation of America
322 Eighth Ave 7th FloorNew YorkNY10001NONEPCGeneral Charitable$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$889,280TotalGrantOrContriPdDurYrAmt

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$125ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$413,011ExclusionAmt
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$14,268ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$476,245ExclusionAmt
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$903,649ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$903,649TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBENDER LANE ADVISORY, LLCCategoryTxt
Amt$50,000Amt
Net Investment Income$50,000NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHIEFTAIN$3,458,498$4,412,629
JP MORGAN$26,374$248,127
MORGAN STANLEY$3,936,236$5,409,700
GARDNER RUSSO GARDNER$6,947,386$8,887,634
SQ ADVISORS$5,179,188$5,503,651
UBS$693,125$731,200
KKR & CO. (UBS)$221,523$155,900

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AUTONOMY CAPITAL FD CL BAT COST$135,850$110,919
CERBERUS ASIA PARTNERS LTDAT COST$8,439$3,727
ELEVATION PARTNERS LPAT COST$354,003$544
LEEDS EQUITY PARTNERS IV LPAT COST$1,868,171$920,841
ELEVATION DUNDEE PARTNERS, LPAT COST$0$0
ELEVATION MSP, LPAT COST$12,291$12,498

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS DEPT OF LAW$750$0$750
ALM
CERBERUS ASIA PARTNERS, LP$541$541
ELEVATION PARTNERS, LP$604$604
LEEDS EQUITY PARTNERS IV, LP$846$846
KKR & CO (UBS)$2,923$2,923
KKR & CO NON-DED EXP (UBS)$12$0
ELEVATION MSP BLOCKER HOLD. LP$1$1

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
CERBERUS ASIA PARTNERS, LP$11,924$11,924
KKR & CO (UBS)$2,344$2,344

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
ADJUST. TO BOOK VALUE OF ELEVATION MSP$25,445
ROUNDING ADJUSTMENT$1

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
CHIEFTAIN MANAGEMENT FEES$105,994$105,994
GARDNER RUSSO MANAGE/CUST FEES$89,161$89,161
SQ ADVISORS MANAGEMENT FEES$58,704$58,704
UBS ANNUAL FEE$150$150

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES -GARDNER RUSSO$18,843$18,843
FOREIGN TAXES - SQ ADVISORS$7,971$7,971
FOREIGN-CERBERUS ASIA PTNRS,LP$0$0
UNITED STATES TREASURY$30,000$0
FOREIGN TAXED - KKR & CO (UBS)$6$6

Comments

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