HILIBRAND FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HILIBRAND FOUNDATION (EIN 13-3632625)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202641289349101314
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T09:55:22-05:00 | 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 | 180 PARK AVENUE SUITE 200 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | 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 | 133632625 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HILIBRAND FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O STEVEN M LOEB ESQ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILI | BusinessNameControlTxt |
| Phone | 2122252620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CLEARY GOTTLIEB ONE LIBERTY PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE HILIBRAND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122252620 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY KLEIMAN | PreparerPersonNm |
| PTIN | P00161566 | PTIN |
| Phone | 9732180500 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,331,468 | 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 |
| Dividends Rev And Expnss | $1,045,988 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,045,985 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,102,087 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,388,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,102,087 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $98,992 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $98,992 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,247,067 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,247,064 | 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 | $7,420 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,420 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $76,695 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,695 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,379 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,379 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,132 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,321 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $138,626 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,016 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,549 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,237,654 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,237,654 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,376,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,016 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,254,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,870,787 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,190,048 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $163,259 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $163,259 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,708,295 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,290,900 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,167,210 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,879,420 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $343 | OtherAssetsBOYAmt |
| Other Assets EOY | $999 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $999 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,588,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,455,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,331,468 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,687 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $3,687 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,737,219 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,608,006 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,847,152 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,847,152 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,584,371 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,455,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,588,058 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,455,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,584,371 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,870,787 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,455,158 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,455,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $9,534,572 | $4,286,690 | $5,247,882 | $5,247,882 |
| SCHEDULE K-1 CAPITAL GAIN/(LOSS) | P | $852,801 | $852,801 | $852,801 | |
| CAPITAL GAIN DISTRIBUTIONS | P | $1,404 | $1,404 | $1,404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,102,087 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $99,942 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $99,942 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $99,942 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,145 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,145 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,946 | EsPenaltyAmt |
| Tax Due | $66,743 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | 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 | STEVEN M LOEB ESQ | IndividualWithBooksNm |
| Phone | 2122252620 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CLEARY GOTTLIEB ET AL 1 LIBERTY | AddressLine1Txt |
| Address Line2 | PLAZA | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| LAWRENCE E HILIBRAND | |||||||||
| C/O CLEARY GOTTLIEB ONE LIBERTY | PLAZA | NEW YORK | NY | 10006 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DEBORAH Z HILIBRAND | |||||||||
| C/O CLEARY GOTTLIEB ONE LIBERTY | PLAZA | NEW YORK | NY | 10006 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $26,109,307 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $318,129 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,158,547 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,585,983 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,585,983 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $413,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,172,193 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,358,610 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,358,610 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $99,942 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $99,942 | TotalTaxAmt |
| Distributable Before Adj | $1,258,668 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,258,668 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,258,668 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,254,203 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,254,203 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,258,668 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $547,689 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,254,203 | QualifyingDistributionsAmt |
| Applied To Year1 | $547,689 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $706,514 | 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 | $552,154 | 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 | LAWRENCE E HILIBRAND | ContributingManagerNm |
| Contributing Manager | DEBORAH Z HILIBRAND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILIS | |||||||
| 50 GLENVILLE STREET | GREENWICH | CT | 06831 | N/A | PC | GENERAL SUPPORT | $55,860 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $75,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $25,000 |
| ANTI-DEFAMATION LEAGUE (ADL) | |||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | PC | GENERAL SUPPORT | $25,000 |
| ASSOCIATION FOR AUTISM AND NEURODIVERSITY | |||||||
| 85 MAIN STREET SUITE 3 | WATERTOWN | MA | 02472 | N/A | PC | GENERAL SUPPORT | $1,000 |
| AUTISM SCIENCE FOUNDATION | |||||||
| 106 WEST 32ND STREET SUITE 182 | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $72,500 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $25,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL SUPPORT | $60,000 |
| CHABAD OF GREENWICH | |||||||
| 75 MASON STREET | GREENWICH | CT | 06830 | N/A | PC | GENERAL SUPPORT | $148,350 |
| CHABAD ON CAMPUS INTERNATIONAL | |||||||
| 719 EASTERN PARKWAY SUITE 1 | BROOKLYN | NY | 11213 | N/A | PC | GENERAL SUPPORT | $25,000 |
| CITY HARVEST | |||||||
| 150 52ND STREET | BROOKLYN | NY | 11232 | N/A | PC | GENERAL SUPPORT | $20,000 |
| COMMUNICATION 4 ALL | |||||||
| 204 QUAYSIDE CIRCLE SUITE 502 | MAITLAND | FL | 32751 | N/A | PC | GENERAL SUPPORT | $25,000 |
| DOROT | |||||||
| 171 W 85TH STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL SUPPORT | $50,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET 700 | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $100,000 |
| FEEDING WESTCHESTER | |||||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | N/A | PC | GENERAL SUPPORT | $10,000 |
| FOOD BANK OF LOWER FAIRFIELD COUNTY | |||||||
| 461 GLENBROOK ROAD | STAMFORD | CT | 06906 | N/A | PC | GENERAL SUPPORT | $20,000 |
| FRIENDS OF UNITED HATZALAH | |||||||
| 244 MADISON AVENUE SUITE 194 | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $25,000 |
| FRIENDSHIP CIRCLE | |||||||
| 1952 S ROBERTSON BLVD | LOS ANGELES | CA | 90034 | N/A | PC | GENERAL SUPPORT | $1,800 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | N/A | PC | GENERAL SUPPORT | $10,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 NORTH GLEBE ROAD 900 | ARLINGTON | VA | 22203 | N/A | PC | GENERAL SUPPORT | $90,000 |
| INTERNATIONAL ASSOCIATION FOR SPELLING AS COMMUNICATION | |||||||
| 722 GRANT STREET SUITE C | HERNDON | VA | 20170 | N/A | PC | GENERAL SUPPORT | $10,000 |
| INTERNATIONAL SOCIETY FOR AUTISM RESEARCH | |||||||
| 400 ADMIRAL BLVD | KANSAS CITY | MO | 64106 | N/A | PC | GENERAL SUPPORT | $25,000 |
| ISRAEL ON CAMPUS COALITION | |||||||
| PO BOX 34640 | WASHINGTON | DC | 200434640 | N/A | PC | GENERAL SUPPORT | $10,000 |
| JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY INC | |||||||
| 4200 PARK AVENUE | BRIDGEPORT | CT | 06604 | N/A | PC | GENERAL SUPPORT | $18,000 |
| LOUIS BRANDEIS CTR FOR HUMAN RIGHTS | |||||||
| 1717 PENNSYLVANIA AVENUE NW 1025 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL SUPPORT | $20,000 |
| MANHATTAN INSTITUTE | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $10,000 |
| MOUTH TO HAND PARENT ASSOCIATION INCORPORATED | |||||||
| 41 S MORGER AVENUE | MOUNT KISCO | NY | 105492219 | N/A | PC | GENERAL SUPPORT | $1,000 |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET NW 400N | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $5,000 |
| STAND WITH US | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | N/A | PC | GENERAL SUPPORT | $20,000 |
| STATE POLICY NETWORK | |||||||
| 1500 WILSON BOULEVARD SUITE 600 | ARLINGTON | VA | 22209 | N/A | PC | GENERAL SUPPORT | $10,000 |
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||
| 95 PINE STREET FLOOR 6 | NEW YORK | NY | 10005 | N/A | PC | GENERAL SUPPORT | $25,000 |
| TEMPLE BETH SHOLOM | |||||||
| 40-25 FAIR LAWN AVENUE | FAIR LAWN | NJ | 07410 | N/A | PC | GENERAL SUPPORT | $5,000 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 100221302 | N/A | PC | GENERAL SUPPORT | $86,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 6054 S DREXEL AVENUE | CHICAGO | IL | 60637 | N/A | PC | GENERAL SUPPORT | $50,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400218 | CHARLOTTESVILLE | VA | 229044218 | N/A | PC | GENERAL SUPPORT | $53,144 |
| YANKEE INSTITUTE | |||||||
| 915 SILAS DEANE HIGHWAY 2ND FLOOR | WETHERSFIELD | CT | 06109 | N/A | PC | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,237,654 | 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 | $1,045,988 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,102,087 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHEDULE K-1 INCOME/(LOSS) | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,992 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,247,067 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,247,067 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $7,420 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,420 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADAMAS TRUST INC | $212,811 | $223,800 |
| AGNC INVESTMENT CO. | $3,718,718 | $3,672,436 |
| ANNALY CAP MGMT INC PFD SER I | $22,237 | $23,013 |
| ELLINGTON FINANCIAL | $42,087 | $42,403 |
| RITHM CAPITAL | $7,369,476 | $7,439,625 |
| TWO HABRS INV CRP | $2,231,796 | $2,406,000 |
| VANGUARD FTSE DEVELOPED MARKETS | $1,936,803 | $2,342,625 |
| VANGUARD FTSE EUROPE ETF | $471,255 | $710,685 |
| VANGUARD FTSE PACIFIC ETF | $278,877 | $361,600 |
| VANGUARD REIT ETF | $5,814,614 | $9,436,308 |
| VANGUARD TOTAL STK MKT FD | $192,226 | $1,508,715 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $343 | BOYBookValueAmt |
| EOY Book Value | $999 | EOYBookValueAmt |
| EOYFMV | $999 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SCHEDULE K-1 EXPENSES | $45,382 | $45,321 | $0 |
| STATE FILING FEE | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHEDULE K-1 INCOME/(LOSS) | Desc |
| Revenue And Expenses Per Books | $98,992 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $98,992 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $98,992 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $65,000 | $0 | $0 |
| FOREIGN TAXES | $11,695 | $11,695 | $0 |