OGUNLESI FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- OGUNLESI FAMILY FOUNDATION (EIN 84-3998981)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-03
- IRS object ID
- 202632469349100008
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-03T09:18:55-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843998981 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OGUNLESI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OGUN | BusinessNameControlTxt |
| Phone | 2127288964 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PARK AVENUE APT 8A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADEBAYO OGUNLESI | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2127288964 | PhoneNum |
| Signature | 2026-09-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK DALY | PreparerPersonNm |
| PTIN | P00177980 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2026-09-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,889,927 | 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 | $1,515,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $518,782 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $518,782 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $458,710 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,222,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $458,710 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,492,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $977,492 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,236 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,236 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,929 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $165,929 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,807 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $401 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $191,972 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $166,330 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,236 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,365,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,365,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,556,972 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $166,330 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,376,236 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $935,520 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $811,162 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $357,627 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $537,785 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $537,785 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,189,600 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,134,177 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,171,577 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,736,942 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,421,162 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,802,718 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,246,883 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,384,438 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,377,847 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $17,531,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,477,562 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,889,927 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,531,052 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,477,562 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,531,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,477,562 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,531,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,477,562 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,531,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $935,520 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,990 | OtherIncreasesAmt |
| Subtotal | $18,477,562 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,477,562 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $4,159,965 | $3,763,368 | $396,597 | $396,597 |
| CAPITAL GAIN DISTRIBUTIONS | P | $62,113 | $62,113 | $62,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $458,710 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,275 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,275 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,725 | OverpaymentAmt |
| Applied To ES Tax | $18,725 | 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 |
| 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 | ADEBAYO OGUNLESI | IndividualWithBooksNm |
| Phone | 2127288964 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PARK AVENUE APT 8A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ADEBAYO OGUNLESI | ||||||||
| 1000 PARK AVENUE APT 8A | NEW YORK | NY | 10028 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| AMELIA OGUNLESI | ||||||||
| 1000 PARK AVENUE APT 8A | NEW YORK | NY | 10028 | BOARD CHAIR | 0.10 | $0 | $0 | $0 |
| CARL OGUNLESI | ||||||||
| 1000 PARK AVENUE APT 8B | NEW YORK | NY | 10028 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| GEOFFREY OGUNLESI | ||||||||
| 1000 PARK AVENUE APT 8B | NEW YORK | NY | 10028 | SECRETARY | 0.10 | $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 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PARK AVE PLAZA/55 E 52 ND ST 28 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $129,733 | 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 | $27,628,779 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $711,851 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,340,630 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,340,630 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $425,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,915,521 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,395,776 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,395,776 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,275 | TotalTaxAmt |
| Distributable Before Adj | $1,384,501 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,384,501 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,384,501 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,376,236 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,376,236 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,384,501 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,122,364 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,376,236 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,122,364 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $253,872 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,130,629 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ADEBAYO OGUNLESI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMHERST COLLEGE TRUSTEES | ||||||||
| PO BOX 5000 CONTROLLERS OFFICE | AMHERST | MA | 01002 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| CARON FOUNDATION - PENNSYLVANIA | ||||||||
| 243 N GALEN HALL ROAD | WERNERSVILLE | PA | 19565 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| CURE CDKL5 EPILEPSY FOUNDATION | ||||||||
| 3540 CRAIN HIGHWAY SUITE 675 | BOWIE | MD | 20716 | N/A | PC | GENERAL SUPPORT | $125,000 | |
| EPISCOPAL SCHOOL | ||||||||
| 35 E 69TH STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| FASHION INSTITUTE OF TECHNOLOGY | ||||||||
| 227 WEST 27TH STREET | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| MANHATTAN COLLEGE | ||||||||
| 4513 MANHATTAN COLLEGE PARKWAY | RIVERDALE | NY | 04098 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| NEW YORK INSTITUTE OF TECHNOLOGY | ||||||||
| NORTHERN BLVD PO BOX 8000 | OLD WESTBURY | NY | 11568 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| PARKSIDE SCHOOL | ||||||||
| 48 W 74TH STREET | NEW YORK | NY | 10023 | N/A | PC | GENERAL SUPPORT | $80,000 | |
| PARTNERSHIP TO END ADDICTION | ||||||||
| 711 THIRD AVENUE 5TH FLOOR SUITE | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $100,000 | 500 |
| SMITHSONIAN NATIONAL MUSEUM OF NATURAL HISTORY | ||||||||
| 1000 MADISON DRIVE NW | WASHINGTON | DC | 20560 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| SOUTHAMPTON BATH & TENNIS CLUB CHARITABLE FUND | ||||||||
| PO DRAWER 1208 | SOUTHAMPTON | NY | 11969 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| ST BERNARDS SCHOOL | ||||||||
| 4 E 98TH STREET | NEW YORK | NY | 10029 | N/A | PC | GENERAL SUPPORT | $80,000 | |
| STUDIO MUSEUM IN HARLEM | ||||||||
| 144 W 125TH ST | NEW YORK | NY | 10027 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| SUMMIT SCHOOL | ||||||||
| 339 NORTH BROADWAY | UPPER NYACK | NY | 10960 | N/A | PC | GENERAL SUPPORT | $80,000 | |
| THE THIRTY SIX EAST SIXTY SECOND STREET FOUNDATION INC | ||||||||
| 36 EAST 62ND STREET | NEW YORK | NY | 08017 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| THURGOOD MARSHALL COLLEGE FUND INC | ||||||||
| 901 F STREET NORTH WEST | WASHINGTON | DC | 20004 | N/A | PC | GENERAL SUPPORT | $140,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,365,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $518,782 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $458,710 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $977,492 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $977,492 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ADEBAYO OGUNLESI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PARK AVENUE APT 8A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,515,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $11,236 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,236 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SIX CIRCLES CREDIT REPORT | $135,168 | $138,835 |
| SIX CIRCLES GLOBAL BOND | $568,123 | $560,863 |
| VANGUARD INT-TERM CORPORATE | $134,113 | $140,784 |
| VANGUARD MORTGAGE-BACKED SEC | $68,417 | $69,773 |
| VANGUARD TOTAL BOND MARKET | $58,310 | $59,626 |
| VANGUARD TOTAL INTL BOND ETF | $420,307 | $407,966 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (195 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 31 GROUP PLC-UNSPON ADR | $16,933 | $18,796 |
| ABBVIE INC | $14,403 | $20,107 |
| ACCENTURE PLC-CL A | $48,296 | $38,904 |
| ADVNCD MICRO D INC | $183,671 | $599,648 |
| ADYEN NV-UNSPON ADR | $12,047 | $16,082 |
| ALLEGION PLC | $6,177 | $9,394 |
| ALLSTATE CORP | $17,335 | $18,109 |
| ALPHABET INC-CL A | $278,827 | $1,252,000 |
| AMAZON COM INC | $487,730 | $1,154,100 |
| AMAZON COM INC | $46,549 | $48,934 |
| AMERICAN EXPRESS CO | $18,312 | $40,695 |
| AMERLCAN TOWER REIT INC | $370,540 | $298,469 |
| AMGEN INC | $23,700 | $26,466 |
| AON PLC-CLASS A | $6,325 | $10,586 |
| APOLLO GLOBAL MANAGEMENT INC | $24,997 | $25,478 |
| APPLE INC | $185,189 | $652,464 |
| APPLIED MATERIALS INC | $14,153 | $28,783 |
| APPLOVIN CORP | $215,550 | $202,146 |
| APTIV PLC | $9,195 | $10,348 |
| ARCH CAPITAL GROUP LTD | $13,652 | $18,704 |
| ARTHUR J GALLAGHER & CO | $8,270 | $10,869 |
| ASM INTERNATIONAL-NY REG SHS | $7,686 | $12,672 |
| ASML HOLDING NV-NY REG SHS | $11,706 | $16,272 |
| ASML HOLDING NV-NY REG SHS | $14,864 | $28,886 |
| ASTRAZENECA PLC-SPONS ADR | $12,640 | $17,834 |
| AUTONATION INC | $6,295 | $8,879 |
| AUTOZONE INC | $9,883 | $13,566 |
| BAE SYSTEMS PLC -SPON ADR | $19,464 | $30,372 |
| BLACKSTONE INC | $169,085 | $308,280 |
| BLUE OWL CAPITAL INC | $13,411 | $11,205 |
| BOOKING HOLDINGS INC | $9,191 | $16,066 |
| BROADCOM INC | $39,848 | $42,570 |
| C.H. ROBINSON WORLDWIDE INC | $10,901 | $17,844 |
| CANADIAN NATURAL RESOURCES | $11,669 | $11,915 |
| CANADIAN NATURAL RESOURCES | $6,636 | $8,124 |
| CANADIAN PACIFIC KANSAS CITY | $16,620 | $17,598 |
| CAPITAL ONE FINANCIAL CORP | $12,863 | $23,509 |
| CENCORA INC | $15,461 | $31,411 |
| CENOVUS ENERGY INC | $11,049 | $10,389 |
| CENTERPOINT ENERGY INC | $12,688 | $16,908 |
| CHUBB LTD | $73,231 | $156,060 |
| COCA COLA | $225,358 | $307,604 |
| COCA-COLA EUROPACIFIC PARTNERS PLC | $6,823 | $11,247 |
| COLGATE PALMOLIVE | $147,829 | $158,040 |
| CONOCOPHILLIPS | $26,795 | $21,530 |
| CORPAY INC | $11,296 | $18,056 |
| COUPANG INC | $15,251 | $16,206 |
| CRH PLC | $17,447 | $40,685 |
| CUMMINS INC | $13,589 | $19,908 |
| DEERE & CO | $283,023 | $325,899 |
| DELL TECHNOLOGIES -C | $8,872 | $18,630 |
| DEUTSCHE BOERSE AG-UNSPN ADR | $14,182 | $11,752 |
| DIAMONDBACK ENERGY INC | $28,752 | $24,203 |
| EATON CORP PLC | $31,146 | $35,992 |
| ECOLAB INC | $157,967 | $262,520 |
| ECOLAB INC | $27,025 | $26,777 |
| ELI LILLY & CO. | $226,622 | $698,542 |
| EMERSON ELECTRIC CO | $8,338 | $10,087 |
| ENTERGY CORP | $14,083 | $15,990 |
| EXPERIAN PLC-SPONS ADR | $9,131 | $10,886 |
| EXXON MOBIL CORP | $42,889 | $48,377 |
| EXXON MOBIL CORP | $361,405 | $505,428 |
| FEDEX CORP | $16,642 | $20,220 |
| FERGUSON ENTERPRISES INC | $16,331 | $14,248 |
| FERRARI NV | $5,980 | $11,087 |
| FIDELITY 500 INDEX-INST PRM | $1,842,799 | $2,926,650 |
| FIDELITY INTL INDX-INST PRM | $161,317 | $204,654 |
| FIRSTENERGY CORP | $23,472 | $25,519 |
| FLEX LTD | $7,787 | $16,797 |
| FREEPORT-MCMORAN INC | $11,889 | $12,444 |
| GENERAL DYNAMICS CORP | $15,099 | $21,883 |
| GENL DYNAMICS CORP. | $160,857 | $336,660 |
| GILEAD SCIENCE (GILD) | $226,553 | $405,042 |
| GILEAD SCIENCES INC | $21,750 | $21,725 |
| GOLDMAN SACHS GROUP INC | $14,070 | $23,733 |
| HCA HEALTHCARE INC | $23,289 | $40,617 |
| HOME DEPOT INC | $12,444 | $12,388 |
| HONEYWELL INTERNATIONAL INC | $29,751 | $30,044 |
| HONEYWELL INTERNATIONAL INC | $31,131 | $32,385 |
| HONEYWELL INTERNATIONAL INC | $234,581 | $273,126 |
| HONEYWELL INTL INC | $15,981 | $17,320 |
| HUNTINGTON BANCSHARES INC | $21,860 | $28,870 |
| ICICI BANK LTD-SPON ADR | $11,106 | $14,691 |
| INTERCONTINENTAL EXCHANGE IN | $24,058 | $34,497 |
| INTERCONTINENTAL EXCHANGE IN | $22,971 | $27,533 |
| INTUIT INC | $21,257 | $35,108 |
| IQVIA HOLDINGS INC | $17,365 | $20,287 |
| JACOBS SOLUTIONS INC | $10,625 | $13,114 |
| JOHNSON AND JOHNSON | $304,333 | $413,900 |
| JPMORGAN BETABUILDERS CANADA | $95,237 | $153,729 |
| JPMORGAN BETABUILDERS DEVELO | $98,862 | $105,788 |
| JPMORGAN BETABUILDERS EUROPE ETF | $138,052 | $144,474 |
| JPMORGAN BETABUILDERS JAPAN ETF | $177,399 | $212,560 |
| KEYSIGHT TECHNOLOGIES IN | $11,994 | $16,255 |
| KINROSS GOLD CORP | $11,499 | $37,847 |
| L3HARRIS TECHNOLOGIES INC | $16,516 | $20,550 |
| LABCORP HOLDINGS INC | $10,234 | $9,784 |
| LAM RESEARCH CORP | $16,733 | $46,047 |
| LEIDOS HOLDINGS INC | $7,641 | $11,906 |
| LINDE PLC | $12,012 | $15,350 |
| LPL FINANCIAL HOLDINGS INC | $23,964 | $33,217 |
| LULULEMON ATHLETICA INC | $8,947 | $8,728 |
| MARATHON PETROLEUM CORP | $19,512 | $25,533 |
| MARSH & MCLENNAN COS | $24,587 | $28,199 |
| MASTERCARD INC - A | $29,022 | $45,670 |
| MC DONALDS CORP | $190,379 | $213,941 |
| MCDONALD'S CORP | $39,980 | $46,761 |
| MCKESSON CORP | $13,470 | $27,890 |
| MCKESSON CORP | $15,782 | $25,429 |
| MEDTRONIC PLC | $18,596 | $19,788 |
| MERCADOLIBRE INC | $7,588 | $12,086 |
| MERCK AND CO | $213,170 | $263,150 |
| META PLATFORMS INC | $33,030 | $40,926 |
| META PLATFORMS INC CL A | $241,808 | $528,072 |
| META PLATFORMS INC-CLASS A | $29,991 | $27,064 |
| MICROCHIP TECHNOLOGY INC | $24,410 | $24,086 |
| MICRON TECHNOLOGY INC | $6,386 | $36,818 |
| MICROSOFT CORP | $213,516 | $531,982 |
| MICROSOFT CORP | $56,971 | $91,888 |
| MITSUBISHI HEAVY INDUSTRIES | $13,661 | $27,865 |
| MONDAY.COM LTD | $12,166 | $7,968 |
| MONGODB INC CL A (MDB) | $176,948 | $209,845 |
| MORGAN STANLEY | $15,977 | $35,506 |
| MORGAN STANLEY | $31,978 | $71,190 |
| NEWMONT CORP | $16,365 | $27,958 |
| NEXTERA ENERGY INC | $40,451 | $43,351 |
| NINTENDO CO LTD-UNSPONS ADR | $19,009 | $16,202 |
| NOVO-NORDISK A/S-SPONS ADR | $10,254 | $9,362 |
| NOVO-NORDISK A/S-SPONS ADR | $10,856 | $10,074 |
| NRG ENERGY INC | $8,780 | $8,280 |
| NU HOLDINGS LTD/CAYMAN ISL-A | $11,507 | $17,225 |
| NVIDIA CORP | $152,208 | $4,476,000 |
| NXP SEMICONDUCTORS NV | $26,894 | $27,350 |
| OLD DOMINION FREIGHT LINE | $12,971 | $14,739 |
| ORACLE CORP | $7,732 | $14,813 |
| PEPSICO INC | $50,090 | $43,200 |
| PEPSICO INC | $340,413 | $315,744 |
| PFIZER INC (PFE) | $166,756 | $149,400 |
| PHILIP MORRIS INTERNATIONAL | $28,856 | $47,158 |
| PHILIP MORRIS INTERNATIONAL | $26,640 | $43,629 |
| PHILIP MORRIS INTERNATIONAL | $29,645 | $27,108 |
| PPL CORP | $21,336 | $21,537 |
| PROCEEDS FROM PENDING SALES | $2,593 | $2,593 |
| PROCTER & GAMBLE CO | $195,834 | $214,965 |
| QUEST DIAGNOSTICS INC | $18,916 | $19,435 |
| REGENERON PHARMACTCLS | $152,716 | $231,561 |
| REGIONS FINANCIAL CORP | $29,112 | $35,853 |
| RELIANCE INC | $14,045 | $12,999 |
| RHEINMETALL AG-UNSP ADR | $11,540 | $10,965 |
| ROLLS-ROYCE HOLDINGS-SP ADR | $19,687 | $41,972 |
| SAFRAN SA-UNSPON ADR | $13,579 | $26,898 |
| SAP SE-SPONSORED ADR | $24,995 | $24,291 |
| SCHLUMBERGER LTD | $9,803 | $8,175 |
| SCHNEIDER ELECT SE-UNSP ADR | $20,760 | $24,478 |
| SEA LTD-ADR | $16,589 | $29,214 |
| SEAGATE TECHNOLOGY HOLDINGS | $16,788 | $20,654 |
| SERVICENOW INC | $210,471 | $459,570 |
| SHERWIN-WILLIAMS CO/THE | $30,105 | $31,431 |
| SHOPIFY INC - CLASS A | $16,641 | $15,453 |
| SIEMENS ENERGY AG-UNSP ADR | $18,067 | $53,958 |
| SIX CIRCLES INTL UNCON EQ | $494,203 | $646,916 |
| SIX CIRCLES US UNCONSTR EQ | $828,747 | $1,064,423 |
| SOLSTICE ADVANCED MATLS INC | $93,648 | $97,160 |
| SPOTIFY TECHNOLOGY SA | $9,340 | $19,744 |
| STARBUCKS CORP | $274,430 | $252,630 |
| STEEL DYNAMICS INC | $10,770 | $12,709 |
| STRYKER CORP | $25,050 | $31,984 |
| SYSCO CORP | $18,890 | $18,349 |
| TAIWAN SEMICONDUCTOR-SP ADR | $23,822 | $50,446 |
| TENCENT HOLDINGS LTD-UNS ADR | $18,043 | $20,209 |
| TENET HEALTHCARE CORP | $12,068 | $11,923 |
| TESLA INC | $134,616 | $134,916 |
| TEXAS INSTRUMENTS INC | $49,496 | $48,577 |
| THE COCA-COLA COMPANY | $18,880 | $21,043 |
| THERMO FISHER SCIENTIFIC INC | $22,883 | $31,290 |
| T-MOBILE US INC | $14,235 | $16,852 |
| TRACTOR SUPPLY COMPANY | $19,112 | $23,205 |
| TRIMBLE INC | $7,172 | $9,167 |
| UBER TECHNOLOGIES INC | $21,828 | $28,599 |
| UBER TECHNOLOGIES INC | $161,045 | $408,550 |
| UBS GROUP AG-REG | $13,330 | $20,006 |
| UNION PACIFIC CORP | $263,641 | $346,980 |
| UNITED AIRLINES HOLDINGS INC | $8,293 | $11,517 |
| UNITED RENTALS INC | $16,593 | $25,089 |
| UNITEDHEALTH GROUP INC | $11,339 | $11,224 |
| UNITEDHEALTH GROUP INC | $23,763 | $22,447 |
| US FOODS HOLDING CORP | $16,015 | $30,279 |
| VISA INC | $233,936 | $420,852 |
| WABTEC CORP | $7,188 | $14,515 |
| WALMART INC | $24,566 | $26,293 |
| WALT DISNEY CO/THE | $17,044 | $18,203 |
| WALT DISNEY CO/THE | $27,372 | $28,329 |
| WASTE CONNECTIONS INC | $8,349 | $10,346 |
| WELLS FARGO & CO | $20,513 | $40,356 |
| WELLS FARGO & CO NEW | $139,757 | $167,760 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,134,177 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,171,577 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $10,990 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $165,929 | Amt |
| Net Investment Income | $165,929 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $401 | $401 | $0 |
| FEDERAL EXCISE TAX | $14,406 | $0 | $0 |
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