EGL CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EGL CHARITABLE FOUNDATION (EIN 27-3667312)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-05-01
- IRS object ID
- 202601219349100915
- Schema version
- 2024v5.2
- 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 Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T10:32:41-07:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650620269 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH & ELKIN CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4601 MILITARY TRAIL STE 201 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273667312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EGL Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EGLC | BusinessNameControlTxt |
| Phone | 2124464268 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Gruss Co 40 W 57th Street 1440 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Zislin | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Elkin | PreparerPersonNm |
| PTIN | P00087099 | PTIN |
| Phone | 5617752134 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $148,907,757 | 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 | $651 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $651 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,474,635 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,474,635 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,229,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,871,040 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,229,396 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $326,743 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $326,743 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,031,425 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,031,425 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $320,521 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $160,261 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $160,261 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,014 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,007 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,007 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $578,002 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $578,002 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $103,879 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $93,634 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,242 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,946 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $35,946 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $824,100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $681,960 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $142,140 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,900,712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,532,989 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $367,721 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,761,402 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,761,402 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,662,114 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,532,989 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,129,123 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,630,689 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,498,436 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,409,634 | CashBOYAmt |
| Cash EOY | $8,809,028 | CashEOYAmt |
| Cash EOYFMV | $8,809,028 | CashEOYFMVAmt |
| Other Investments BOY | $103,848,449 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $99,779,421 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $140,098,729 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $214 | OtherAssetsBOYAmt |
| Total Assets BOY | $115,258,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,588,449 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $148,907,757 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,485 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,870 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,485 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,870 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $115,255,812 | RetainedEarningBOYAmt |
| Retained Earning EOY | $108,585,579 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $115,255,812 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,585,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $115,258,297 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,588,449 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $115,255,812 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,630,689 | ExcessRevenueOverExpensesAmt |
| Subtotal | $108,625,123 | SubtotalAmt |
| Other Decreases | $39,544 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $108,585,579 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STCG SELECT EQUITY | P | 2025-01-01 | 2025-08-31 | $600,054 | $664,497 | -$64,443 | -$64,443 |
| LTCG SELECT EQUITY | P | 2001-01-01 | 2025-08-31 | $2,085,535 | $1,584,714 | $500,821 | $500,821 |
| LTCG JP MORGAN 6008 | P | 2001-01-01 | 2025-08-31 | $1,994,790 | $1,994,790 | $1,994,790 | |
| K-1 GENERATION IM GLOBAL EQUITY FD | P | 2025-01-01 | 2025-08-31 | $68,878 | $68,878 | $68,878 | |
| K-1 GENERATION IM GLOBAL EQUITY FD | P | 2001-01-01 | 2025-08-31 | $3,071,721 | $3,071,721 | $3,071,721 | |
| K-1 LONE CASCADE | P | 2025-01-01 | 2025-08-31 | $1,704,817 | $1,704,817 | $1,704,817 | |
| K-1 LONE CASCADE | P | 2001-01-01 | 2025-08-31 | $2,371,310 | $2,371,310 | $2,371,310 | |
| K-1 ORBIMED ISRAEL PTNRS LP | P | 2001-01-01 | 2025-08-31 | $162,643 | -$162,643 | -$162,643 | |
| K-1 ORBIMED ISRAEL II | P | 2025-01-01 | 2025-08-31 | $7,577 | $7,577 | $7,577 | |
| K-1 ORBIMED ISRAEL II | P | 2001-01-01 | 2025-08-31 | $57,447 | $57,447 | $57,447 | |
| K-1 ORBIMED PTNRS SPV | P | 2001-01-01 | 2025-08-31 | $44,595 | $44,595 | $44,595 | |
| K-1 WGI EMERGING MKTS | P | 2025-01-01 | 2025-08-31 | $5,817 | -$5,817 | -$5,817 | |
| K-1 WGI EMERGING MKTS | P | 2001-01-01 | 2025-08-31 | $211,280 | -$211,280 | -$211,280 | |
| K-1 VARDE FUND XI | P | 2025-01-01 | 2025-08-31 | $418 | $418 | $418 | |
| K-1 VARDE FUND XI | P | 2001-01-01 | 2025-08-31 | $12,693 | -$12,693 | -$12,693 | |
| K-1 VARDE FUND XII | P | 2001-01-01 | 2025-08-31 | $33,530 | $33,530 | $33,530 | |
| K-1 FINEPOINT CAPITAL | P | 2025-01-01 | 2025-08-31 | $54,167 | $54,167 | $54,167 | |
| K-1 FINEPOINT CAPITAL | P | 2001-01-01 | 2025-08-31 | $69,646 | $69,646 | $69,646 | |
| PFIC - CEVIAN II LTD | P | 2001-01-01 | 2025-08-31 | $1,688,473 | $1,688,473 | $1,688,473 | |
| FIR TREE | P | 2001-01-01 | 2024-11-16 | $1,368 | $1,368 | $1,368 | |
| GRUSS DV MASTER FUND | P | 2001-01-01 | 2024-09-20 | $16,714 | $16,714 | $16,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,229,396 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $173,728 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $173,728 | SubtotalAmt |
| Tax Based On Investment Income | $173,728 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $222,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $272,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $98,772 | OverpaymentAmt |
| Applied To ES Tax | $98,772 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David Zislin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124464268 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Gruss Co 40 W 57th St 1440 | AddressLine1Txt |
| City | NY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| EVELYN LIPPER | |||||||
| C/O Gruss Co 40 W 57th St | NEW YORK | NY | 10019 | President | 6.00 | $0 | |
| DANIELLA LIPPER COULES | |||||||
| C/O GRUSS CO 40 W 57TH ST | NEW YORK | NY | 10019 | Executive Dir. | 30.00 | $300,000 | $20,521 |
| David Zislin | |||||||
| C/O Gruss Co 40 W 57th St | New York | NY | 10019 | Treasurer | 6.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $137,883,572 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,159,124 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $150,042,696 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $150,042,696 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,250,640 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $147,792,056 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,389,603 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,389,603 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $173,728 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $173,728 | TotalTaxAmt |
| Distributable Before Adj | $7,215,875 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,215,875 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,215,875 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,129,123 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $19,129,123 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,215,875 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,544,481 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $302,775 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,268,930 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,907,329 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,594,991 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,618,506 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,129,123 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,215,875 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,913,248 | RemainingDistriFromCorpusAmt |
| Total Corpus | $37,531,754 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,544,481 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,987,273 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $302,775 | ExcessFromYear4Amt |
| Excess From Year3 | $3,268,930 | ExcessFromYear3Amt |
| Excess From Year2 | $10,907,329 | ExcessFromYear2Amt |
| Excess From Year1 | $7,594,991 | ExcessFromYear1Amt |
| Excess From Current Year | $11,913,248 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EVELYN LIPPER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EGL Charitable Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Gruss Co 40 W 57th Street 1440 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2124464268 | RecipientPhoneNum |
| Recipient Email Address | rh@gruss.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Letter giving background of charity, the amount of grant requested and the proposed use of the funds. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | Generally limited to Jewish charities. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE ROCKEFELLER UNIVERSITY | ||||||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | NONE | N/A | GENERAL SUPPORT | $5,660,000 | |||||
| HOPE FOR DEPRESSION RESEARCH FOUNDA | ||||||||||||
| 40 WEST 57TH ST STE 1440 | NEW YORK | NY | 10019 | NONE | N/A | GENERAL SUPPORT | $40,000 | |||||
| REGENT OF THE UNIVERSITY OF CALIFOR | ||||||||||||
| 1111 FRANKLIN ST 12TH FL | OAKLAND | CA | 94607 | NONE | N/A | GENERAL SUPPORT | $97,753 | |||||
| MASSACHUSETTS INSTITUTE OF TECHNOLO | ||||||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | N/A | GENERAL SUPPORT | $97,523 | |||||
| COMPASSIONATE CARE ALS | ||||||||||||
| PO BOX 1052 | WEST FALMOUTH | MA | 02574 | NONE | N/A | GENERAL SUPPORT | $71,858 | |||||
| BETH ISRAEL DEACONESS MEDICAL CENTE | ||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | N/A | GENERAL SUPPORT | $292,401 | |||||
| CORPORATION FOR PUBLIC BROADCASTING | ||||||||||||
| 401 9TH ST NW | WASHINGTON | DC | 20004 | NONE | N/A | GENERAL SUPPORT | $5,000 | |||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | N/A | GENERAL SUPPORT | $3,897,028 | |||||
| PRINCETON UNIVERSITY | ||||||||||||
| 100 OVERLOOK CENTER STE 300 | PRINCETON | NJ | 08540 | NONE | N/A | GENERAL SUPPORT | $300,000 | |||||
| EARLY STARTERS INTERNATIONAL | ||||||||||||
| 653 E 14TH ST 9E | NEW YORK CITY | NY | 10009 | NONE | N/A | GENERAL SUPPORT | $200,000 | |||||
| B'NAI JESHURUN | ||||||||||||
| 257 WEST 88TH STREET | NEW YORK | NY | 10024 | NONE | N/A | GENERAL SUPPORT | $468,200 | |||||
| JEWISH ORTHODOX WOMEN'S MEDICAL ASS | ||||||||||||
| 350 ROSELLE AVE | CEDARHURST | NY | 11516 | NONE | N/A | GENERAL SUPPORT | $335,000 | |||||
| DOROT INC | ||||||||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | N/A | GENERAL SUPPORT | $150,000 | |||||
| JEWISH COMMUNAL FUND | ||||||||||||
| 575 MADISON AVE SUITE 703 | NEW YORK | NY | 10022 | NONE | N/A | GENERAL SUPPORT | $450,000 | |||||
| PEF ISRAEL ENDOWMENT FUNDS | ||||||||||||
| 630 3RD AVE 15TH | NEW YORK | NY | 10017 | NONE | N/A | GENERAL SUPPORT | $1,389,519 | |||||
| CITYMEALS ON WHEELS | ||||||||||||
| 360 LEXINGTON AVE NINTH FLOOR | NEW YORK | NY | 10017 | NONE | N/A | GENERAL SUPPORT | $250,000 | |||||
| CENTER FOR INITIATIVES IN JEWISH ED | ||||||||||||
| 148 39TH ST SUITE A311 | BROOKLYN | NY | 11232 | NONE | N/A | GENERAL SUPPORT | $200,000 | |||||
| WEILL CORNELL MEDICINE | ||||||||||||
| 1300 YORK AVE BOX 314 | NEW YORK | NY | 10065 | NONE | N/A | GENERAL SUPPORT | $1,100,000 | |||||
| GOSHEN - HEBREW UNIVERSITY | ||||||||||||
| NONE | GENERAL SUPPORT | $850,000 | THE HEBREW UNIVERSITY MT SCOPUS | JERUSALEM | JERUSALEM | IS | 9765418 | |||||
| PARDES INSTITUTE OF JEWISH STUDIES | ||||||||||||
| 228 PARK AVE S STE 35858 | NEW YORK | NY | 10003 | NONE | GENERAL SUPPORT | $75,000 | ||||||
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | NONE | GENERAL SUPPORT | $2,185,000 | ||||||
| ACLU - AMERICAN CIVIL LIBERTIES UNI | ||||||||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | NONE | N/A | GENERAL SUPPORT | $5,000 | |||||
| CHEVRA HATZALAH | ||||||||||||
| 1070 MCDONALD AVE | BROOKLYN | NY | 11230 | NONE | N/A | GENERAL SUPPORT | $500,000 | |||||
| IATSE NATIONAL BENEFIT FUNDS | ||||||||||||
| 417 FIFTH AVE 3RD FL | NEW YORK | NY | 10016 | NONE | N/A | GENERAL SUPPORT | $10,000 | |||||
| SOUTH FORK NATURAL HISTORY MUSEUM | ||||||||||||
| 377 BRIDGEHAMPTON | BRIDGEHAMPTON | NY | 11932 | NONE | N/A | GENERAL SUPPORT | $7,000 | |||||
| QUINCY ASIAN RESOURCE INC | ||||||||||||
| 261 MADISON AVE 9TH FL | NEW YORK | NY | 10016 | NONE | N/A | GENERAL SUPPORT | $1,000 | |||||
| NEW YORK HISTORICAL SOCIETY | ||||||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | N/A | GENERAL SUPPORT | $2,500 | |||||
| SECOND STAGE THEATRE | ||||||||||||
| 1501 BROADWAY STE 518 | NEW YORK | NY | 10036 | NONE | N/A | GENERAL SUPPORT | $1,000 | |||||
| THE CARTER CENTER | ||||||||||||
| 453 JOHN LEWIS FREEDOM PKWY NE | ATLANTA | GA | 30307 | NONE | N/A | GENERAL SUPPORT | $1,000 | |||||
| HEART'S CRY CHILDREN'S MINISTRY | ||||||||||||
| PO BOX 17507 | RALEIGH | NC | 27619 | NONE | N/A | GENERAL SUPPORT | $767 | |||||
| STANFORD UNIVERSITY | ||||||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | N/A | GENERAL SUPPORT | $118,853 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,761,402 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $651 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,474,635 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,211,314 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,082 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (11 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| K-1 FINEPOINT CAP - ORDIN INC | 900099 | 14 | $128,587 |
| K-1 GENERATION IM-PORTFOL | 900099 | 14 | -$36,177 |
| K-1 LONE CASCADE-ORD IN | 900099 | 14 | $156 |
| K-1 ORBIMED II - ORDIN INC | 900099 | 14 | |
| K-1 ORBIMED SPV - ORDIN INC | 900099 | 14 | -$66 |
| K-1 VARDE XII | 900099 | 14 | $118,308 |
| K-1 VARDE XIII- ORDIN INC | 900099 | 14 | |
| K-1 VARDE XI-ORDINARY INC | 900099 | 14 | $27,004 |
| K-1 WGI EMERGING-PORT INC | 900099 | 14 | -$1,069 |
| PFIC DIV HCP FUND IV CAYM | 900099 | 14 | $90,000 |
| TAX EXEMPT INT ON K-1 | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,013,343 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,082 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,031,425 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX FEES | CategoryTxt |
| Amt | $20,250 | Amt |
| Net Investment Income | $10,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,125 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ORBIMED ISRAEL PARTNERS LP (K-1) | AT COST | $283,367 | $122,942 |
| STEADFAST INT'L LTD -- PFIC | AT COST | $3,179,173 | $9,183,356 |
| FCOI II-- PFIC | AT COST | $3,899,167 | $8,996,755 |
| GENERATION IM GLOBAL (K-1) | AT COST | $12,706,242 | $14,975,365 |
| HCP FUND IV CAYMAN LP --PFIC | AT COST | $2,211,928 | $408,884 |
| LONE CASCADE LP (K-1) | AT COST | $14,002,476 | $22,138,223 |
| WGI EMERGING MARKETS (K-1) | AT COST | $6,179,620 | $7,696,900 |
| VARDE FUND XI (B) FEEDER (K-1) | AT COST | $671,176 | $232,058 |
| SCHWAB SELECT EQUITY (BROKERAGE) | AT COST | $6,832,102 | $9,692,593 |
| MARKET VALUE COST CONTRIB (CAPE REMAIN | AT COST | $318,337 | |
| CENTERBRIDGE CR PRTNRS -- PFIC | AT COST | $13,284 | $20,559 |
| CEVIAN CAPITAL II LTD-- PFIC | AT COST | $3,271,531 | $8,890,963 |
| JP MORGAN | AT COST | $24,565,262 | $31,177,813 |
| VARDE FUND X11 B LP | AT COST | $1,684,944 | $836,775 |
| ORBIMED ISRAEL PARTNERS II LP | AT COST | $315,016 | $668,951 |
| VARDE FUND XIII B | AT COST | $1,232,489 | $1,527,797 |
| EMPYREAN CAPITAL LTD | AT COST | $5,593,062 | $8,443,116 |
| FINEPOINT CAPITAL II | AT COST | $6,548,158 | $7,856,082 |
| GOLDEN TREE MULTI SECTOR FUND | AT COST | $5,000,000 | $6,056,307 |
| ORBIMED PTNRS SPV LTD - PFIC | AT COST | $1,272,087 | $1,173,290 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $18,014 | LegalFeesAmt |
| Net Investment Income | $9,007 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,007 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR UNREALIZED GAINS RECOGNIZED | Desc |
| Amt | $39,544 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $351 | $351 | |
| CONSULTING | $613 | $613 | |
| GCO ADMINISTRATIVE FEES | $207,483 | $207,483 | |
| MEALS | $15,216 | $13,694 | $1,522 |
| MEDIA | $120,000 | $120,000 | |
| MEMBERSHIP FEES | $3,900 | $3,900 | |
| MISC EXPENSE | $2,570 | $2,570 | |
| OFFICE/POSTAGE | $794 | $397 | $397 |
| PORTFOLIO EXP- GENERATION IM K-1 | $141,463 | $141,463 | |
| PORTFOLIO EXP- LONE CASCADE K-1 | $214,702 | $214,702 | |
| PORTFOLIO EXP- ORBIMED ISRAEL II K-1 | $13,997 | $13,997 | |
| PORTFOLIO EXP- ORBIMED ISRAEL K-1 | $2,256 | $2,256 | |
| PORTFOLIO EXP- ORBIMED PTNRS SPV | $4,295 | $4,295 | |
| PORTFOLIO EXP- VARDE XI B FEEDER K-1 | $4,372 | $4,372 | |
| PORTFOLIO EXP- VARDE XII | $2,061 | $2,061 | |
| PORTFOLIO EXP- WGI EMERGING MKTS K-1 | $3,421 | $3,421 | |
| PORTFOLIO EXP-FINEPOINT CAPITAL | $83,421 | $83,421 | |
| TECHNOLOGY | $3,185 | $3,185 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 FINEPOINT CAP - ORDIN INC | $128,587 | $128,587 |
| K-1 GENERATION IM-PORTFOL | -$36,177 | -$36,177 |
| K-1 LONE CASCADE-ORD IN | $156 | $156 |
| K-1 ORBIMED SPV - ORDIN INC | -$66 | -$66 |
| K-1 VARDE XII | $118,308 | $118,308 |
| K-1 VARDE XI-ORDINARY INC | $27,004 | $27,004 |
| K-1 WGI EMERGING-PORT INC | -$1,069 | -$1,069 |
| PFIC DIV HCP FUND IV CAYM | $90,000 | $90,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CUSTODY FEES | $10,866 | $10,866 | $0 | $0 |
| MANAGEMENT FEE - HALL PARTNERS | $367,188 | $367,188 | $0 | $0 |
| MANAGEMENT FEE - SELECT EQUITY | $69,488 | $69,488 | $0 | $0 |
| MGMT FEE WGI EMERGING | $94,565 | $94,565 | $0 | $0 |
| OTHER INVESTMENT FEE | $35,895 | $35,895 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $3 | ||
| FOREIGN TAXES- GENERATION IM GLOBAL K-1 | $15,069 | $15,069 | |
| FOREIGN TAXES- LONE CASCADE K-1 | $6,653 | $6,653 | |
| FOREIGN TAXES- VARDE FUND XI K-1 | $229 | $229 | |
| FOREIGN TAXES- WGI K-1 | $56,675 | $56,675 | |
| FOREIGN TAXES-FINEPOINT CAPITAL K-1 | $6,393 | $6,393 | |
| PAYROLL TAXES | $17,229 | $8,615 | $8,614 |
| STATE FILING FEES | $1,628 | $1,628 |
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