EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION (EIN 13-3042360)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-16
- IRS object ID
- 202642599349100214
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-16T10:15:21-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | 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 | 133042360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EMILY DAVIE AND JOSEPH S KORNFELD | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMIL | BusinessNameControlTxt |
| Phone | 2123362266 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO PBWT LLP 1133 6TH AVE 2200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100366710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER C ANGELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123362266 | PhoneNum |
| Signature | 2026-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2026-09-15 | 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 | $32,656,513 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $46,156 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46,156 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $666,293 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $666,293 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,792,826 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,796,020 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,792,826 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $177 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $177 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,505,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,505,452 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $266,367 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $266,367 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $14,769 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $14,769 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $433 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $433 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,736 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $39,736 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $109,068 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,828 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $240 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,132 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,132 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $492,505 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,828 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $343,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,965,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,965,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,457,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,828 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,308,677 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,947 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,396,624 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $87,850 | CashBOYAmt |
| Cash EOY | $186,967 | CashEOYAmt |
| Cash EOYFMV | $186,967 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $928,425 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,579,402 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,579,402 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $26,588,047 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,885,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,890,144 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,604,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,652,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,656,513 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $27,604,322 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $27,652,269 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,604,322 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,652,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,604,322 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,652,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,604,322 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,947 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,652,269 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,652,269 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $9,796,020 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,003,194 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,792,826 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,792,826 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,792,826 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,313 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,313 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,050 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $49,050 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,737 | OverpaymentAmt |
| Applied To ES Tax | $15,737 | 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 | DE | OrgReportOrRegisterStateCd |
| 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 | PBWT LLP ATTN RIMMA GOLUB | IndividualWithBooksNm |
| Phone | 2123362266 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 6TH AVE NO 2200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100366710 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER C ANGELL | ||||||||
| C/O PBWT 1133 6TH AVE NO 2200 | NEW YORK | NY | 100366710 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| EMME L DELAND | ||||||||
| C/O PBWT 1133 6TH AVE NO 2200 | NEW YORK | NY | 100366710 | DIRECTOR, VICE PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| BARRY H SMITH | ||||||||
| C/O PBWT 1133 6TH AVE NO 2200 | NEW YORK | NY | 100366710 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| KATY L CLARK | ||||||||
| C/O PBWT 1133 6TH AVE NO 2200 | NEW YORK | NY | 100366710 | EXECUTIVE DIRECTOR | 40.00 | $266,367 | $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 | PATHSTONE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 FEDERAL ST 8TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021102507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $93,222 | 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 | $30,295,138 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,318,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,613,956 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,613,956 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $474,209 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,139,747 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,556,987 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,556,987 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,313 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,313 | TotalTaxAmt |
| Distributable Before Adj | $1,523,674 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,523,674 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,523,674 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,308,677 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,308,677 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,523,674 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $98,081 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $150,082 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $342,910 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $252,119 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $843,192 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,308,677 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,523,674 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $785,003 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,628,195 | 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 | $98,081 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,530,114 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $150,082 | ExcessFromYear3Amt |
| Excess From Year2 | $342,910 | ExcessFromYear2Amt |
| Excess From Year1 | $252,119 | ExcessFromYear1Amt |
| Excess From Current Year | $785,003 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE EMILY DAVIE AND JOSEPH S KORNFE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PBWT LLP 1133 6TH AVE SUITE | AddressLine1Txt |
| Address Line2 | 2200 | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100366710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7186247969 | RecipientPhoneNum |
| Recipient Email Address | OFFICE@KORNFELDFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE REFER TO THE FOUNDATION'S WEBSITE HTTP://KORNFELDFDN.ORG/ FOR DETAILS. ALL APPLICATIONS AND ALL CORRESPONDENCE SHOULD BE SUBMITTED ELECTRONICALLY TO KATY CLARK, EXECUTIVE DIRECTOR, AT OFFICE@KORNFELDFDN.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE FOUNDATION ACCEPTS APPLICATIONS ON A CONTINUOUS BASIS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE REFER TO THE FOUNDATION'S WEBSITE HTTP://KORNFELDFDN.ORG/ FOR DETAILS. ALL APPLICATIONS AND ALL CORRESPONDENCE SHOULD BE SUBMITTED ELECTRONICALLY TO KATY CLARK, EXECUTIVE DIRECTOR, AT OFFICE@KORNFELDFDN.ORG. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARAB-AMERICAN FAMILY SUPPORT CENTER INC | |||||||
| 150 COURT STREET 3RD FLOOR | BROOKLYN | NY | 112016274 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| ARTSCONNECTION | |||||||
| 45 WEST 34TH STREET SUITE 1210 | NEW YORK | NY | 100013120 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| BROOKLYN ACADEMY OF MUSIC INC | |||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 112171486 | N/A | PC | BAM EDUCATION IN-SCHOOL RESIDENCIES AND AFTER-SCHOOL THEATER & DANCE WORKSHOPS | $60,000 |
| BROOKLYN CHILDREN'S MUSEUM CORPORATION | |||||||
| 145 BROOKLYN AVENUE | BROOKLYN | NY | 112131930 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| BROOKLYN INSTITUTE OF ARTS AND SCIENCES (AKA BROOKLYN MUSEUM) | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 112386052 | N/A | PC | EDUCATION DIVISION AND SOCIAL IMPACT PROGRAMS | $60,000 |
| CAMPAIGN LEGAL CENTER INC | |||||||
| 1101 14TH STREET NW SUITE 400 | WASHINGTON | DC | 200055624 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 |
| CENTER FOR POPULAR DEMOCRACY | |||||||
| 449 TROUTMAN STREET SUITE A | BROOKLYN | NY | 112372790 | N/A | PC | CIVIC ENGAGEMENT AND DEMOCRACY PROGRAM | $50,000 |
| COMMONSENSE CHILDBIRTH INC | |||||||
| 213 SOUTH DILLARD STREET SUITE 340 | WINTER GARDEN | FL | 347873596 | N/A | PC | ANCIENT SONG | $75,000 |
| EARLY CHILDHOOD & FAMILY HUB OF WASHINGTON HEIGHTS INC | |||||||
| 515 CANAL STREET | NEW YORK | NY | 100131330 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 100236001 | N/A | PC | YOUNG DANCEMAKERS COMPANY | $30,000 |
| GIRL BE HEARD | |||||||
| 20 JAY STREET SUITE 209 | BROOKLYN | NY | 112018319 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY STREET | NEW YORK | NY | 100024899 | N/A | PC | ABRONS ARTS EDUCATION PROGRAMS | $60,000 |
| INSTITUTE FOR HEALTHCARE IMPROVEMENT | |||||||
| 53 STATE STREET 19TH FLOOR | BOSTON | MA | 021092820 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 |
| MAKE THE ROAD NEW YORK | |||||||
| 9210 ROOSEVELT AVENUE | JACKSON HEIGHTS | NY | 113727942 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 |
| MANHATTAN CLASS COMPANY INC (AKA MCC THEATER) | |||||||
| 511 WEST 52ND STREET | NEW YORK | NY | 100195012 | N/A | PC | MCC THEATER EDUCATION PROGRAMS | $60,000 |
| MARQUIS STUDIOS LTD | |||||||
| 20 JAY STREET SUITE 826 | BROOKLYN | NY | 112018306 | N/A | PC | MARQUIS STUDIOS PARTNERSHIP PROGRAM 2024-26 | $60,000 |
| NEW YORK CITY ARTS IN EDUCATION ROUNDTABLE | |||||||
| PO BOX 2094 | NEW YORK | NY | 101082094 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| NEW YORK FOUNDATION | |||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 100014138 | N/A | PF | NEIGHBORHOODS FIRST FUND | $100,000 |
| NEW YORK FOUNDATION | |||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 100014138 | N/A | PF | YOUTH ORGANIZING AND CULTURE CHANGE FUND | $250,000 |
| SEVENTH REGIMENT ARMORY CONSERVANCY INC | |||||||
| 643 PARK AVENUE | NEW YORK | NY | 100656122 | N/A | PC | ARTS EDUCATION PROGRAMS OF THE PARK AVENUE ARMORY | $60,000 |
| ST LUKE'S CHAMBER ENSEMBLE INC | |||||||
| 450 WEST 37TH STREET SUITE 502 | NEW YORK | NY | 100184016 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 |
| ST LUKE'S CHAMBER ENSEMBLE INC | |||||||
| 450 WEST 37TH STREET SUITE 502 | NEW YORK | NY | 100184016 | N/A | PC | ORCHESTRA OF ST. LUKE'S EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS 2025-2028 | $60,000 |
| THE BRIDGE PROJECT INC | |||||||
| 515 CANAL STREET SUITE 1C | NEW YORK | NY | 100131330 | N/A | PC | BRIDGE PROJECT HOUSING INSECURITY PROJECT | $75,000 |
| THE FORUM FOR URBAN DESIGN INC (DBA URBAN DESIGN FORUM) | |||||||
| 401 BROADWAY SUITE 408 | NEW YORK | NY | 100133031 | N/A | PC | LOCAL CENTER | $60,000 |
| THE NEW YORK COMMUNITY TRUST | |||||||
| 909 THIRD AVENUE 22ND FLOOR | NEW YORK | NY | 100224752 | N/A | PC | NYC FORWARD FUND | $50,000 |
| THE RECONCILIATION CENTER INC | |||||||
| PO BOX 24713 | BROOKLYN | NY | 112024713 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,965,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROOKLYN CHILDREN'S MUSEUM CORPORATION | |||||||
| 145 BROOKLYN AVENUE | BROOKLYN | NY | 112131930 | N/A | PC | GENERAL OPERATING SUPPORT | $120,000 |
| BROOKLYN INSTITUTE OF ARTS AND SCIENCES (AKA BROOKLYN MUSEUM) | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 112386052 | N/A | PC | EDUCATION DIVISION AND SOCIAL IMPACT PROGRAMS | $120,000 |
| COMMONSENSE CHILDBIRTH INC | |||||||
| 213 SOUTH DILLARD STREET SUITE 340 | WINTER GARDEN | FL | 347873596 | N/A | PC | ANCIENT SONG | $150,000 |
| EARLY CHILDHOOD & FAMILY HUB OF WASHINGTON HEIGHTS INC | |||||||
| 515 CANAL STREET | NEW YORK | NY | 100131330 | N/A | PC | GENERAL OPERATING SUPPORT | $750,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 100236001 | N/A | PC | YOUNG DANCEMAKERS COMPANY | $30,000 |
| MAKE THE ROAD NEW YORK | |||||||
| 9210 ROOSEVELT AVENUE | JACKSON HEIGHTS | NY | 113727942 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 |
| NEW YORK FOUNDATION | |||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 100014138 | N/A | PF | NEIGHBORHOODS FIRST FUND | $100,000 |
| ST LUKE'S CHAMBER ENSEMBLE INC | |||||||
| 450 WEST 37TH STREET SUITE 502 | NEW YORK | NY | 100184016 | N/A | PC | ORCHESTRA OF ST. LUKE'S EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS 2025-2028 | $120,000 |
| THE BRIDGE PROJECT INC | |||||||
| 515 CANAL STREET SUITE 1C | NEW YORK | NY | 100131330 | N/A | PC | BRIDGE PROJECT HOUSING INSECURITY PROJECT | $150,000 |
| THE FORUM FOR URBAN DESIGN INC (DBA URBAN DESIGN FORUM) | |||||||
| 401 BROADWAY SUITE 408 | NEW YORK | NY | 100133031 | N/A | PC | LOCAL CENTER | $120,000 |
| THE RECONCILIATION CENTER INC | |||||||
| PO BOX 24713 | BROOKLYN | NY | 112024713 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,060,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,156 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $666,293 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,792,826 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,505,452 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,505,452 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION | $25,099 | $0 | $25,099 |
| BOOKKEEPING AND ADMINISTRATION | $14,637 | $0 | $14,637 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK FOUNDATION | ||||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 100014138 | 2025-06-17 | $250,000 | YOUTH ORGANIZING AND CULTURE CHANGE FUND (YOCCF) | $250,000 | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | 03/25/2026 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| NEW YORK FOUNDATION | ||||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 100014138 | 2025-02-21 | $100,000 | NEIGHBORHOODS FIRST FUND | $100,000 | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | 01/26/2026 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AB DISCOVERY VALUE FUND (ABYSX) 95,916.643 SHARES | AT COST | $2,059,400 | $2,005,617 |
| ARTISAN INTERNATIONAL VALUE FUND (APHKX) 45,910.460 SHARES | AT COST | $1,899,671 | $2,469,065 |
| CALVERT FLEXIBLE BOND FUND (CUBIX) 55,944.834 SHARES | AT COST | $830,193 | $837,493 |
| DODGE & COX INCOME FUND (DODIX) 409,650.356 SHARES | AT COST | $5,334,968 | $5,264,007 |
| ISHARES RUSSELL 1000 ETF (IWB) 11,490.000 SHARES | AT COST | $1,712,705 | $4,290,826 |
| LORD ABBETT BOND-DEBENTURE FUND INC (LBNYX) 114,065.336 SHARES | AT COST | $825,000 | $825,833 |
| NOMURA EMERGING MARKETS FUND (DEMIX) 21,770.232 SHARES | AT COST | $450,670 | $686,198 |
| PIMCO INCOME FUND (PIMIX) 75,637.370 SHARES | AT COST | $825,000 | $831,255 |
| RBC EMERGING MARKETS EQUITY FUND/USA (REEIX) 35,859.288 SHARES | AT COST | $432,092 | $611,759 |
| SEGALL BRYANT & HAMILL SMALL CAP GROWTH FUND (WISGX) 88,499.104 SHARES | AT COST | $1,707,562 | $2,056,719 |
| VANGUARD RUSSELL 1000 GROWTH ETF (VONG) 22,817.000 SHARES | AT COST | $2,533,742 | $2,777,970 |
| VANGUARD RUSSELL 1000 VALUE (VONV) 32,144.000 SHARES | AT COST | $2,702,957 | $2,966,891 |
| VANGUARD SHORT-TERM BOND INDEX FUND (VBIRX) 141,326.218 SHARES | AT COST | $1,466,700 | $1,461,313 |
| VANGUARD SHORT-TERM INVESTMENT GRADE FUND (VFSUX) 140,089.222 SHARES | AT COST | $1,480,086 | $1,473,739 |
| WCM FOCUSED INTERNATIONAL GROWTH FUND (WCMIX) 93,708.159 SHARES | AT COST | $1,625,154 | $2,331,459 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $433 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $433 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $750 | $0 | $750 |
| INSURANCE EXPENSES | $1,108 | $0 | $1,108 |
| OFFICE AND OTHER EXPENSES | $16,905 | $0 | $16,905 |
| PAYROLL PROCESSING FEES | $3,369 | $0 | $3,369 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY LITIGATION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $177 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $177 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $177 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PHILANTHROPIC AND GRANTMAKING ADVISORY SERVICES | $240 | $0 | $240 |
| INVESTMENT MANAGEMENT AND ADVISORY | $108,828 | $108,828 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX PAID | CategoryTxt |
| Amt | $40,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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