NEW TAMARIND FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- NEW TAMARIND FOUNDATION (EIN 26-3324875)
- Tax period
- 2025-07-01 to 2026-06-30
- Filed
- 2026-08-10
- IRS object ID
- 202642229349100214
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- 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 | 2026-08-10T10:25:08-05:00 | ReturnTs |
| Tax Period End | 2026-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263324875 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW TAMARIND FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PKF O'CONNOR DAVIES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWT | BusinessNameControlTxt |
| Phone | 2122862600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDIE EIGEN-WEINSTEIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2122862600 | PhoneNum |
| Signature | 2026-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS BLANEY | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2026-07-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $167,263,285 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $98,842 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $98,842 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $444,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $444,015 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,840,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,933,631 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,315,151 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$130,905 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$130,905 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,252,421 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,727,103 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $626,154 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $626,154 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $122,563 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $122,563 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,075 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $372,805 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $359,805 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $224,612 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,612 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $373 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $373 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,816 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,816 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,366,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $364,417 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $781,981 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,823,148 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,823,148 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,189,546 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $364,417 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,605,129 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,062,875 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,362,686 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,331,222 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,970,550 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,970,550 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $151,480,653 | CorporateStockBOYAmt |
| Corporate Stock EOY | $164,292,735 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $164,292,735 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $155,811,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $167,263,285 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $167,263,285 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $155,811,875 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $167,263,285 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $155,811,875 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $167,263,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $155,811,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $167,263,285 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $155,811,875 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,062,875 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,388,535 | OtherIncreasesAmt |
| Subtotal | $167,263,285 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $167,263,285 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $16,135,740 | $16,208,242 | -$72,502 | -$72,502 |
| SALE OF PUBLICLY TRADED SECURITIES | $13,797,891 | $2,410,238 | $11,387,653 | $11,387,653 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,315,151 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $157,941 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $157,941 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $157,941 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $262,603 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $262,603 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $104,662 | OverpaymentAmt |
| Applied To ES Tax | $104,662 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PKF O'CONNOR DAVIES LLP | IndividualWithBooksNm |
| Phone | 2122862600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOAN RECHNITZ | ||||||||
| C/O PKFOD 500 MAMARONECK AVENUE | SUITE HARRISON | NY | 10528 | PRESIDENT, DIRECTOR | 3.00 | $0 | $0 | $0 |
| JOHN DIAS | ||||||||
| C/O PKFOD 500 MAMARONECK AVENUE | SUITE HARRISON | NY | 10528 | VICE PRESIDENT, DIRECTOR | 35.00 | $313,077 | $42,053 | $0 |
| WENDIE EIGEN-WEINSTEIN | ||||||||
| C/O PKFOD 500 MAMARONECK AVENUE | SUITE HARRISON | NY | 10528 | TREASURER, DIRECTOR | 2.00 | $0 | $0 | $0 |
| MICHAEL HURST | ||||||||
| C/O PKFOD 500 MAMARONECK AVENUE | SUITE HARRISON | NY | 10528 | SECRETARY, DIRECTOR | 35.00 | $313,077 | $42,793 | $0 |
| HELAINE LERNER | ||||||||
| C/O PKFOD 500 MAMARONECK AVENUE | SUITE HARRISON | NY | 10528 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SCOTT CULLEN | ||||||||
| C/O PKFOD 500 MAMARONECK AVENUE | SUITE HARRISON | NY | 10528 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST MANHATTAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $359,805 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $157,028,050 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,872,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $159,900,057 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $159,900,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,398,501 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $157,501,556 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,875,078 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,875,078 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $157,941 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $157,941 | TotalTaxAmt |
| Distributable Before Adj | $7,717,137 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,717,137 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,717,137 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,605,129 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,605,129 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,717,137 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $161,590 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $6,023,981 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,451,553 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,637,124 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,605,129 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,717,137 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $887,992 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,525,116 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,525,116 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $161,590 | ExcessFromYear4Amt |
| Excess From Year2 | $6,023,981 | ExcessFromYear2Amt |
| Excess From Year1 | $1,451,553 | ExcessFromYear1Amt |
| Excess From Current Year | $887,992 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELAINE LERNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| 180 TURNING LIVES AROUND INC | ||||||||||
| 1 BETHANY ROAD BUILDING 3 SUITE 4 | HAZLET | NJ | 07730 | N/A | PC | GENERAL SUPPORT | $50,000 | |||
| AMERICAN UNIVERSITY OF ROME | ||||||||||
| N/A | PC | GENERAL SUPPORT | $1,623,906 | VIA PIETRO ROSELLI 4 | ROME, DC 00153 | IT | ||||
| COMMUNITY HEALTH AND WELLNESS CENTER OF GREATER TORRINGTON INC | ||||||||||
| 469 MIGEON AVE | TORRINGTON | CT | 06790 | N/A | PC | GENERAL SUPPORT | $100,000 | |||
| EARTHSHARE | ||||||||||
| 1717 K STREET NW 900 | WASHINGTON | DC | 20006 | N/A | PC | TO SUPPORT TRANSFORMATIONAL INVESTING IN FOOD SYSTEMS (TIFS) | $100,000 | |||
| HABCORE INC | ||||||||||
| 788 SHREWSBURY AVENUE 2151 | TINTON FALLS | NJ | 07724 | N/A | PC | GENERAL SUPPORT | $100,000 | |||
| HACKENSACK MERIDIAN HEALTH FOUNDATION | ||||||||||
| 343 THORNALL STREET 7TH FLOOR | EDISON | NJ | 08837 | N/A | PC | TO SUPPORT ENDOWED CHAIR OF SURGERY | $1,004,240 | |||
| HUNTER COLLEGE FOUNDATION INC | ||||||||||
| 695 PARK AVENUE HE 1313 | NEW YORK | NY | 10065 | N/A | PC | TO SUPPORT THE MFA PLAYWRITING PROGRAM | $150,000 | |||
| LEAGUE OF NEW JERSEY CONSERVATION VOTERS EDUCATION FUND | ||||||||||
| PO BOX 1237 | TRENTON | NJ | 08607 | N/A | PC | GENERAL SUPPORT | $250,000 | |||
| LONG ISLAND UNIVERSITY | ||||||||||
| 700 NORTHERN BOULEVARD | BROOKVILLE | NY | 11548 | N/A | PC | TO SUPPORT 2 SCHOLARSHIP FUNDS | $382,500 | |||
| LUNCH BREAK | ||||||||||
| 121 DR JAMES PARKER BLVD | RED BANK | NJ | 07701 | N/A | PC | GENERAL SUPPORT | $200,000 | |||
| MAINE ORGANIC FARMERS & GARDENERS ASSOCIATION | ||||||||||
| PO BOX 170 | UNITY | ME | 04988 | N/A | PC | GENERAL SUPPORT | $40,000 | |||
| MONMOUTH CONSERVATION FOUNDATION | ||||||||||
| PO BOX 4150 | MIDDLETOWN | NJ | 07748 | N/A | PC | GENERAL SUPPORT | $125,000 | |||
| MONMOUTH MEDICAL CENTER FOUNDATION INC | ||||||||||
| 2 CRESCENT PLACE | OCEANPORT | NJ | 07757 | N/A | PC | GENERAL SUPPORT | $15,000 | |||
| NEW JERSEY CONSERVATION FOUNDATION | ||||||||||
| 170 LONGVIEW ROAD | FAR HILLS | NJ | 07931 | N/A | PC | GENERAL SUPPORT | $1,500 | |||
| PARKER FAMILY HEALTH CENTER INC | ||||||||||
| 211 SHREWSBURY AVENUE | RED BANK | NJ | 07701 | N/A | PC | GENERAL SUPPORT | $100,000 | |||
| PINELANDS PRESERVATION ALLIANCE | ||||||||||
| 17 PEMBERTON ROAD | SOUTHAMPTON | NJ | 08088 | N/A | PC | TO SUPPORT PLASTIC SOLUTIONS FUND | $325,000 | |||
| ROCKEFELLER PHILANTHROPY ADVISORS INC | ||||||||||
| 6 WEST 48TH STREET | NEW YORK | NY | 10036 | N/A | PC | GENERAL SUPPORT | $250,000 | |||
| RUTGERS UNIVERSITY FOUNDATION | ||||||||||
| 335 GEORGE STREET | NEW BRUNSWICK | NJ | 08901 | N/A | PC | TO SUPPORT ARTS IN HEALTH LAB | $1,756,002 | |||
| ST BRIGID'S FOOD PANTRY | ||||||||||
| 300 BROADWAY SUITE 32 | LONG BRANCH | NJ | 07740 | N/A | PC | GENERAL SUPPORT | $50,000 | |||
| T THOMAS FORTUNE FOUNDATION | ||||||||||
| PO BOX 2248 | RED BANK | NJ | 07701 | N/A | PC | GENERAL SUPPORT | $200,000 | |||
| TWO RIVER TIMES FOUNDATION | ||||||||||
| 12 BROAD ST SUITE 5 | RED BANK | NJ | 07701 | N/A | PC | GENERAL SUPPORT | $250,000 | |||
| UNITED WAY OF MONMOUTH AND OCEAN COUNTIES | ||||||||||
| 4814 OUTLOOK DRIVE SUITE 107 | WALL TOWNSHIP | NJ | 07753 | N/A | PC | GENERAL SUPPORT | $200,000 | |||
| VISTING NURSE ASSOCIATION HEALTH GROUP INC | ||||||||||
| 3600 STATE ROUTE 66 FLOOR 4 | NEPTUNE | NJ | 07753 | N/A | PC | GENERAL SUPPORT | $250,000 | |||
| VOLUNTEERS IN MEDICINE BERKSHIRES INC | ||||||||||
| 777 MAIN STREET SUITE 4 | GREAT BARRINGTON | MA | 01230 | N/A | PC | GENERAL SUPPORT | $300,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,823,148 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,842 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $444,015 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,840,469 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME/LOSS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$130,905 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,252,421 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,252,421 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PKF O'CONNOR DAVIES ADVISORY, LLC | CategoryTxt |
| Amt | $14,075 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,075 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC. CLASS C - 13000 SHRS. | $4,593,290 | $4,593,290 |
| AMAZON.COM, INC. - 11500 SHRS. | $2,740,910 | $2,740,910 |
| APPLIED MATERIALS, INC. - 11000 SHRS. | $7,953,000 | $7,953,000 |
| ASML HOLDING NV SPONSORED ADR - 3500 SHRS. | $6,963,040 | $6,963,040 |
| AUTOZONE, INC. - 1050 SHRS. | $3,355,737 | $3,355,737 |
| BERKSHIRE HATHAWAY INC. CLASS A - 104 SHRS. | $77,880,400 | $77,880,400 |
| BERKSHIRE HATHAWAY INC. CLASS B - 2071 SHRS. | $1,036,307 | $1,036,307 |
| BROADCOM INC. - 16500 SHRS. | $6,232,875 | $6,232,875 |
| EAGLEROCK LAND LLC CLASS A - 53250 SHRS. | $1,131,563 | $1,131,563 |
| HONEYWELL AEROSPACE INC - 6500 SHRS. | $1,437,020 | $1,437,020 |
| HONEYWELL INTERNATIONAL INC. - 6500 SHRS. | $1,455,350 | $1,455,350 |
| INTEL CORPORATION - 42500 SHRS. | $5,934,275 | $5,934,275 |
| KKR & CO INC - 27000 SHRS. | $2,478,060 | $2,478,060 |
| LANDBRIDGE COMPANY LLC CLASS A - 60000 SHRS. | $4,754,400 | $4,754,400 |
| LINDE PLC - 4500 SHRS. | $2,335,230 | $2,335,230 |
| LOWE'S COMPANIES, INC. - 7500 SHRS. | $1,653,675 | $1,653,675 |
| MICROSOFT CORPORATION - 7750 SHRS. | $2,890,905 | $2,890,905 |
| NVIDIA CORPORATION - 16000 SHRS. | $3,201,440 | $3,201,440 |
| ORACLE CORPORATION - 20000 SHRS. | $2,931,000 | $2,931,000 |
| S&P GLOBAL, INC. - 5500 SHRS. | $2,239,930 | $2,239,930 |
| SALESFORCE, INC. - 12500 SHRS. | $1,958,250 | $1,958,250 |
| SYNOPSYS, INC. - 7250 SHRS. | $3,234,008 | $3,234,008 |
| TAKE-TWO INTERACTIVE SOFTWARE, INC. - 12500 SHRS. | $3,124,750 | $3,124,750 |
| THERMO FISHER SCIENTIFIC INC. - 5250 SHRS. | $2,632,140 | $2,632,140 |
| UBER TECHNOLOGIES, INC. - 30000 SHRS. | $2,164,800 | $2,164,800 |
| UNION PACIFIC CORPORATION - 7000 SHRS. | $1,904,000 | $1,904,000 |
| VERTIV HOLDINGS CO. CLASS A - 12000 SHRS. | $4,017,840 | $4,017,840 |
| VISA INC. CLASS A - 6000 SHRS. | $2,058,540 | $2,058,540 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER AND INTERNET EXPENSE | $667 | $0 | $667 |
| FILING FEE | $1,974 | $0 | $1,974 |
| OFFICE SUPPLIES AND EXPENSES | $1,300 | $0 | $1,300 |
| PAYROLL PROCESSING | $1,440 | $0 | $1,440 |
| POSTAGE | $435 | $0 | $435 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME/LOSS | Desc |
| Revenue And Expenses Per Books | -$130,905 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$130,905 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$130,905 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED APPRECIATION FOR THE YEAR | $5,802,552 |
| GAIN ON DISTRIBUTION OF SECURITIES AS GRANTS | $3,585,983 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $359,805 | $359,805 | $0 |
| WENDIE EIGEN-WEINSTEIN LLC | $13,000 | $0 | $13,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $220,000 | $0 | $0 |
| FOREIGN TAXES | $4,612 | $4,612 | $0 |
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