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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-24T09:58:22-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bender Lane Advisory LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Tower Place Ste 1001 | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237045903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Henry and Elaine Kaufman Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HENRY KAUFMAN | InCareOfNm |
| Business Name Control | HENR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 Madison Avenue 5th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY KAUFMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5182181218 | PhoneNum |
| Signature | 2016-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel J Curran | PreparerPersonNm |
| PTIN | P00311611 | PTIN |
| Phone | 5182181218 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,888,137 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $125 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $125 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $413,011 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $413,011 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $476,245 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,189,406 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $476,245 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,268 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,268 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $903,649 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $903,649 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $50,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $50,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $254,009 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $254,009 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,758 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,758 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $56,820 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,820 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,677 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,915 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $368,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $337,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $889,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $889,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,257,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $337,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $890,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$353,895 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $566,147 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,828 | CashBOYAmt |
| Cash EOY | $289,798 | CashEOYAmt |
| Cash EOYFMV | $289,798 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,028,677 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,200,969 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,200,969 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,312,502 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,462,330 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,348,841 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,239,293 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,378,754 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,048,529 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,660,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,331,851 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,888,137 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $24,660,300 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,331,851 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,660,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,331,851 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,660,300 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,331,851 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,660,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$353,895 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,446 | OtherIncreasesAmt |
| Subtotal | $24,331,851 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,331,851 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How 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 | $4,829 | P | |
| CERBERUS ASIA PARTNERS, LP K-1 CAPITAL GAINS | $23,450 | $23,450 | $23,450 | P | |
| LEEDS EQUITY PARTNERS K-1 CAPITAL LOSSES | $731,454 | -$731,454 | -$731,454 | P | |
| ELEVATION MSP BLOCKER HOLDINGS LP K-1 CAPITAL GAINS | $42,550 | $42,550 | $42,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $476,245 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,711,341 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,825,946 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068934 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,486,590 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,984,577 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070842 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,702,834 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,172,197 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.139895 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,215,994 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,289,180 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07465 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,267,423 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,268,698 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077906 | DistributionYr5Rt |
| Total Distribution | 0.432227 | TotalDistributionRt |
| Average Distribution | 0.086445 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,649,497 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,476,606 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,661 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,482,267 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $890,030 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,323 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,323 | SubtotalAmt |
| Tax Based On Investment Income | $11,323 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,445 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $46,445 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $35,122 | OverpaymentAmt |
| Applied To ES Tax | $35,122 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | HENRY KAUFMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127587100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 MADISON AVENUE 5TH FLOOR | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Henry Kaufman | ||||||
| 590 Madison Avenue 5th Floor | New York | NY | 10022 | Pres/Treas/Dir - AS NEEDED | 0 | $0 |
| Elaine Kaufman | ||||||
| 590 Madison Avenue 5th Floor | New York | NY | 10022 | VP/Dir - AS NEEDED | 0 | $0 |
| Daniel S Kaufman | ||||||
| 590 Madison Avenue 5th Floor | New York | NY | 10022 | Sec/Dir - AS NEEDED | 0 | $0 |
| Glenn D Kaufman | ||||||
| 590 Madison Avenue 5th Floor | New York | NY | 10022 | DIRECTOR - AS NEEDED | 0 | $0 |
| Craig S Kaufman | ||||||
| 590 Madison Avenue 5th Floor | New York | NY | 10022 | DIRECTOR - AS NEEDED | 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 | $25,636,321 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,400,934 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,048,529 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,085,784 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,085,784 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $436,287 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,649,497 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,432,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,432,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,323 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,323 | TotalTaxAmt |
| Distributable Before Adj | $1,421,152 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,421,152 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,421,152 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $890,030 | 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 | $890,030 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $890,030 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,421,152 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,267,423 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,215,994 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,214,484 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $474,897 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,172,798 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $890,030 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $890,030 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $531,122 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $531,122 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,641,676 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $736,301 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,905,375 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,215,994 | ExcessFromYear4Amt |
| Excess From Year3 | $1,214,484 | ExcessFromYear3Amt |
| Excess From Year2 | $474,897 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HENRY KAUFMAN | ContributingManagerNm |
| Contributing Manager | ELAINE KAUFMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR HENRY ELAINE KAUFMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127587100 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 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 Academy of Arts & Sciences | ||||||||
| 136 Irving St | Cambridge | MA | 02138 | None | PC | General Charitable | $5,000 | |
| American-Israel Cultural Foundation | ||||||||
| 1140 Broadway Suite 304 | New York | NY | 10001 | None | PC | General Charitable | $500 | |
| American Jewish Committee | ||||||||
| 165 East 56th Street | New York | NY | 10022 | None | PC | General Charitable | $3,600 | |
| American Kidney Fund | ||||||||
| 11921 Rockville Pike Suite 300 | Rockville | MD | 20852 | None | PC | General Charitable | $1,000 | |
| Animal Medical Center | ||||||||
| 510 E 62nd St | New York | NY | 10065 | None | PC | General Charitable | $10,000 | |
| Atlanta Jewish Film Festival | ||||||||
| PO Box 550529 | Atlanta | GA | 30355 | None | PC | General Charitable | $1,620 | |
| Austen Riggs Center | ||||||||
| 25 Main Street | Stockbridge | MA | 01262 | None | PC | General Charitable | $30,000 | |
| Barnard College | ||||||||
| 3009 Broadway | New York | NY | 10027 | None | PC | General Charitable | $500 | |
| Bergen Volunteer Medical Initiative Inc | ||||||||
| 241 Moore Street | Hackensack | NJ | 07601 | None | PC | General Charitable | $5,000 | |
| Brooklyn Legal Services Corporation A | ||||||||
| 260 Broadway Suite 2 | Brooklyn | NY | 11211 | None | PC | General Charitable | $1,000 | |
| Camp Sunshine | ||||||||
| 1850 Clairmont Rd | Decatur | GA | 30033 | None | PC | General Charitable | $4,000 | |
| Center for Jewish Life | ||||||||
| PO Box 20526 | Stanford | CA | 94309 | None | PC | General Charitable | $500 | |
| Chabad | ||||||||
| 719 Eastern Parkway 1 | Brooklyn | NY | 11213 | None | PC | General Charitable | $5,000 | |
| Children's Healthcare of Atlanta Fdn | ||||||||
| 1584 Tullie Cir Ne | Atlanta | GA | 30329 | None | PC | General Charitable | $1,500 | |
| Congregation Shir Shalom | ||||||||
| 252 W Spain St | Sonoma | CA | 95476 | None | PC | General Charitable | $3,050 | |
| Council on Foreign Relations | ||||||||
| 58 E 68th St | New York | NY | 10065 | None | PC | General Charitable | $25,000 | |
| Dwight-Englewood School | ||||||||
| 315 E Palisade Ave | Englewood | NJ | 07631 | None | PC | General Charitable | $2,500 | |
| Emory Pedaling to End Parkinson's & Paralysis | ||||||||
| 1440 Clifton Road NE | Atlanta | GA | 30322 | None | PC | General Charitable | $500 | |
| Fractured Atlas | ||||||||
| 248 West 35 St | New York | NY | 10001 | None | PC | General Charitable | $10,000 | |
| Franklin Lakes PBA Local #150 | ||||||||
| 490 Pulis Ave | Franklin Lakes | NJ | 07417 | None | PC | General Charitable | $100 | |
| Franklin Lakes Volunteer Ambulance Corp | ||||||||
| PO Box 302 | Franklin Lakes | NJ | 07417 | None | PC | General Charitable | $200 | |
| Friedman CJE | ||||||||
| 4601 Community Drive | West Palm Beach | FL | 33409 | None | PC | General Charitable | $2,000 | |
| Friends of IDF | ||||||||
| 60 East 42nd Street | New York | NY | 10165 | None | PC | General Charitable | $7,600 | |
| Grassroots Environmental Education | ||||||||
| 52 Main Street | Port Washington | DC | 11050 | None | PC | General Charitable | $7,500 | |
| Group of Thirty | ||||||||
| 1701 K Street NW Suite 950 | Washington | DC | 20006 | None | PC | General Charitable | $3,000 | |
| Hope Hospice - Returned Check | ||||||||
| 9470 Healthpark Cir | Fort Myers | FL | 33908 | None | PC | General Charitable | -$500 | |
| Institute of International Education | ||||||||
| 809 United Nations Plaza | New York | NY | 10017 | None | PC | General Charitable | $20,000 | |
| Jerusalem Fellowships Inc | ||||||||
| 28 Park Ave | Monsey | NY | 10952 | None | PC | General Charitable | $25,000 | |
| Jewish Family & Career Services (JELF) | ||||||||
| 4549 Chamblee Dunwoody Road | Atlanta | GA | 30338 | None | PC | General Charitable | $6,000 | |
| Jewish Family Service of North Jersey | ||||||||
| One Pikes Drive | Wayne | NJ | 07470 | None | PC | General Charitable | $15,000 | |
| Jewish Federation | ||||||||
| 50 Eisenhower Drive | Paramus | NJ | 07652 | None | PC | General Charitable | $1,800 | |
| Jewish Federation of Palm Beach | ||||||||
| 4601 Community Dr | West Palm Beach | FL | 33417 | None | PC | General Charitable | $55,000 | |
| Jewish Home Foundation of North Jersey | ||||||||
| 10 Link Drive | Rockleigh | NJ | 07647 | None | PC | General Charitable | $15,200 | |
| Jewish National Fund | ||||||||
| 42nd East 69th st | New York | NY | 10021 | None | PC | General Charitable | $250 | |
| Jewish Theological Seminary | ||||||||
| 3080 Broadway | New York | NY | 10027 | None | PC | General Charitable | $500 | |
| Kaufman Center | ||||||||
| 129 West 67th Street | New York | NY | 10023 | None | PC | General Charitable | $1,200 | |
| Keeping the Blues Alive Foundation | ||||||||
| 1761 W Hilsboro Blvd Suite 409 | Deerfield | FL | 33442 | None | PC | General Charitable | $2,500 | |
| Kol Ami | ||||||||
| 8200 Peters Rd | Plantation | FL | 33324 | None | PC | General Charitable | $1,330 | |
| Leo Baeck Institute | ||||||||
| 15 W 16th St | New York | NY | 10011 | None | PC | General Charitable | $5,000 | |
| Manhattan Theatre Club | ||||||||
| 311 West 43rd Street | New York | NY | 10036 | None | PC | General Charitable | $500 | |
| Marcus Jewish Community Center of Atlanta | ||||||||
| 5342 Tilly Mill Rd | Dunwoody | GA | 30338 | None | PC | General Charitable | $5,000 | |
| Midtown Assistance Center | ||||||||
| 30 Porter Place NE | Atlanta | GA | 30308 | None | PC | General Charitable | $250 | |
| Museum of American Finance | ||||||||
| 48 Wall Street | New York | NY | 10005 | None | PC | General Charitable | $12,500 | |
| Nantucket Artists Association | ||||||||
| 24 Amelia Dr | Nantucket | NY | 02554 | None | PC | General Charitable | $500 | |
| National Guild | ||||||||
| 520 8th Avenue Ste 302 3rd Floor | New York | NY | 10018 | None | PC | General Charitable | $1,000 | |
| New York Public Radio Gala | ||||||||
| 160 Varick Street | New York | NY | 10013 | None | PC | General Charitable | $500 | |
| New York-Presbyterian | ||||||||
| 525 East 68th Street | New York | NY | 10065 | None | PC | General Charitable | $100,000 | |
| Orpheus Chamber Orchestra | ||||||||
| 490 Riverside Drive 11th Floor | New York | NY | 10027 | None | PC | General Charitable | $1,500 | |
| Palm Beach Country Club Foundation | ||||||||
| 760 N Ocean Blvd | Palm Beach | FL | 33480 | None | PC | General Charitable | $1,000 | |
| Palm Beach Drama Works | ||||||||
| 201 Clematis Street | West Palm Beach | FL | 33401 | None | PC | General Charitable | $500 | |
| Palm Beach Habilitation Center | ||||||||
| 4522 S Congress Ave | Lake Worth | FL | 33461 | None | PC | General Charitable | $200 | |
| Palm Beach United Way | ||||||||
| 2600 Quantum Blvd | Boynton Beach | FL | 33426 | None | PC | General Charitable | $500 | |
| Peaceplayers International-Middle East | ||||||||
| 1200 New Hampshire Ave NW Suite 875 | Washington | DC | 20036 | None | PC | General Charitable | $500 | |
| Penn Engineering Annual Giving Fund | ||||||||
| 763 Johnsonburg Rd | St Marys | PA | 15857 | None | PC | General Charitable | $1,000 | |
| Phelps Memorial Hospital | ||||||||
| 701 N Broadway | Sleepy Hollow | NY | 10591 | None | PC | General Charitable | $2,500 | |
| PMC | ||||||||
| 77 Fourth Avenue | Needham | MA | 02494 | None | PC | General Charitable | $250 | |
| Pratt Institute | ||||||||
| 200 Willoughby Ave | Brooklyn | NY | 11205 | None | PC | General Charitable | $2,000 | |
| Princeton AlumniCorps | ||||||||
| 12 Stockton Street | Princeton | NJ | 08540 | None | PC | General Charitable | $500 | |
| Raymond F Kravis Center For the Performing Arts | ||||||||
| 701 Okeechobee Blvd | West Palm Beach | FL | 33401 | None | PC | General Charitable | $5,000 | |
| Reconstructionist Rabbinical College | ||||||||
| 1299 Church Rd | Wyncote | PA | 19095 | None | PC | General Charitable | $1,000 | |
| Rising Tide Capital | ||||||||
| 348 Martin Luther King Jr Drive | Jersey City | NJ | 07305 | None | PC | General Charitable | $6,000 | |
| Sigma Phi Epsilon Educational Foundation | ||||||||
| 310 S Boulevard | Richmond | VA | 23220 | None | PC | General Charitable | $2,400 | |
| Temple Beth Abraham | ||||||||
| 25 Leroy Avenue | Tarrytown | NY | 10591 | None | PC | General Charitable | $7,500 | |
| Temple Beth El | ||||||||
| 190 N County Road | Palm Beach | FL | 33480 | None | PC | General Charitable | $1,080 | |
| Temple Beth Rishon | ||||||||
| 585 Russell Avenue | Wyckoff | NJ | 07481 | None | PC | General Charitable | $112,500 | |
| Temple Emanu-El of Palm Beach | ||||||||
| 190 N Country Road | Palm Beach | FL | 33480 | None | PC | General Charitable | $43,600 | |
| Temple Sinai | ||||||||
| 5645 Dupree Drive NW | Sandy Springs | GA | 30327 | None | PC | General Charitable | $6,000 | |
| The Davis Academy | ||||||||
| 8105 Roberts Dr | Atlanta | GA | 30350 | None | PC | General Charitable | $200,000 | |
| The Fund For Reunion Inc | ||||||||
| PO Box 1481 | Princeton | NJ | 08542 | None | PC | General Charitable | $250 | |
| The Jewish Museum | ||||||||
| 1109 5th Avenue | New York | NY | 10128 | None | PC | General Charitable | $10,000 | |
| The Mussar Institute | ||||||||
| 6545 SW 133rd Dr | Pinecrest | FL | 33156 | None | PC | General Charitable | $1,000 | |
| ULI Foundation | ||||||||
| 1025 Thomas Jefferson Street Nw No | Washington | DC | 20007 | None | PC | General Charitable | $1,000 | |
| United Way of Palm Beach | ||||||||
| 2600 Quantum Blvd | Boynton Beach | FL | 33426 | None | PC | General Charitable | $1,000 | |
| Valley Hospital Foundation | ||||||||
| 223 North Van Dein Avenue | Ridgewood | NJ | 07450 | None | PC | General Charitable | $21,000 | |
| Vladimir & Haewon Feltsman Piano Fdn | ||||||||
| 18 Hawk Hill Rd | New Paltz | NY | 12561 | None | PC | General Charitable | $20,000 | |
| Volcker Alliance | ||||||||
| 560 Lexington Ave Suite 16B | New York | NY | 10228 | None | PC | General Charitable | $5,000 | |
| Washington University | ||||||||
| 1 Brookings Drive | St Louis | MO | 63130 | None | PC | General Charitable | $30,000 | |
| WNEDWBFO | ||||||||
| 3401 S Congress Ave | Boynton Beach | FL | 33426 | None | PC | General Charitable | $1,000 | |
| Woodstock Jewish Congregation | ||||||||
| 1682 Glasco TPKE | Woodstock | NY | 12498 | None | PC | General Charitable | $1,800 | |
| WXEL TV | ||||||||
| 3401 S Congress Ave | Boynton Beach | FL | 33426 | None | PC | General Charitable | $1,000 | |
| 1891 Fredonia Opera House | ||||||||
| Fredonia | Fredonia | NY | 14063 | NONE | PC | General Charitable | $1,000 | 9 Church St |
| Alzheimer's Foundation of America | ||||||||
| 322 Eighth Ave 7th Floor | New York | NY | 10001 | NONE | PC | General Charitable | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $889,280 | 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 | $125 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $413,011 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,268 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $476,245 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $903,649 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $903,649 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BENDER LANE ADVISORY, LLC | CategoryTxt |
| Amt | $50,000 | Amt |
| Net Investment Income | $50,000 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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 ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AUTONOMY CAPITAL FD CL B | AT COST | $135,850 | $110,919 |
| CERBERUS ASIA PARTNERS LTD | AT COST | $8,439 | $3,727 |
| ELEVATION PARTNERS LP | AT COST | $354,003 | $544 |
| LEEDS EQUITY PARTNERS IV LP | AT COST | $1,868,171 | $920,841 |
| ELEVATION DUNDEE PARTNERS, LP | AT COST | $0 | $0 |
| ELEVATION MSP, LP | AT COST | $12,291 | $12,498 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net 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)
| DescDesc | AmtAmt |
|---|---|
| ADJUST. TO BOOK VALUE OF ELEVATION MSP | $25,445 |
| ROUNDING ADJUSTMENT | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net 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)
| CategoryCategoryTxt | AmtAmt | Net 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