MARSHA LILIEN GLADSTEIN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARSHA LILIEN GLADSTEIN FOUNDATION (EIN 06-1581875)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-26
- IRS object ID
- 202611469349100811
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-26T11:17:04-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133632313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOBIN & COMPANY CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 WESTCHESTER AVENUE | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | 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 | 061581875 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHA LILIEN GLADSTEIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARS | BusinessNameControlTxt |
| Phone | 2036580093 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 EDGEWOOD DRIVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY GLADSTEIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2036580093 | PhoneNum |
| Signature | 2026-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN WIENER CPA | PreparerPersonNm |
| PTIN | P03038904 | PTIN |
| Phone | 9148332200 | PhoneNum |
| 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 | $12,768,850 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $106,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,116 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $418,239 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,325,725 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $418,239 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $315,314 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $315,314 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $839,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $839,672 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $16,062 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $16,062 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,545 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $109 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $358 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,465 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,171 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $734,370 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $734,370 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $823,835 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,171 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $734,370 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $823,501 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,632 | CashBOYAmt |
| Cash EOY | $406,949 | CashEOYAmt |
| Cash EOYFMV | $406,949 | CashEOYFMVAmt |
| Corporate Stock BOY | $594,078 | CorporateStockBOYAmt |
| Corporate Stock EOY | $734,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $734,903 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,238,915 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,019,242 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,019,242 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $595,158 | OtherAssetsBOYAmt |
| Other Assets EOY | $607,756 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $607,756 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,430,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,768,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,768,850 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,437 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,437 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,429,346 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,768,850 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,429,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,768,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,430,783 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,768,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,429,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,323,667 | OtherIncreasesAmt |
| Subtotal | $12,768,850 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,768,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SOLEUS CAPITAL LP | 2025-01-01 | 2025-12-31 | $774,056 | $774,056 | $774,056 | ||
| SOLEUS CAPITAL LP | 2025-01-01 | 2025-12-31 | -$755,027 | -$755,027 | $755,027 | ||
| SOLEUS CAPITAL LP | 2024-01-01 | 2025-12-31 | $416,563 | $416,563 | $416,563 | ||
| SOLEUS CAPITAL LP | 2024-01-01 | 2025-12-31 | -$58,582 | -$58,582 | $58,582 | ||
| CHARLES SCHWAB ZK9079-0231 | 2024-01-01 | 2025-12-31 | $126,615 | $32,738 | $32,738 | $93,877 | |
| CAPITAL GAINS DIVIDENDS | $8,491 | $8,491 | $8,491 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $418,239 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,447 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,447 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,447 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,500 | 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 | $14,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,053 | OverpaymentAmt |
| Applied To ES Tax | $3,053 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | JEFF GLADSTEIN TRUSTEE | IndividualWithBooksNm |
| Phone | 2036580093 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 EDGEWOOD DRIVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | EI | ForeignCountryCd |
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 (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 |
|---|---|---|---|---|---|---|---|---|
| JEFF GLADSTEIN | ||||||||
| 28 EDGEWOOD DRIVE | GREENWICH | CT | 06831 | TRUSTEE | 2.00 | $17,500 | $0 | $0 |
| MINDY A GRAFSTEIN | ||||||||
| 534 OCEAN AVE | SEA BRIGHT | NJ | 07760 | TRUSTEE | 2.00 | $17,500 | $0 | $0 |
| GARY GLADSTEIN | ||||||||
| 400 SE 5TH AVE 706-N | BOCA RATON | FL | 33432 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| PHYLLIS GLADSTEIN | ||||||||
| 400 SE 5TH AVE 706-N | BOCA RATON | FL | 33432 | 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 | $3,896,347 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $204,791 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,655,708 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,756,846 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,756,846 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $206,353 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,550,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $677,525 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $677,525 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,447 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,447 | TotalTaxAmt |
| Distributable Before Adj | $666,078 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $666,078 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $666,078 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $734,370 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $734,370 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $666,078 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $314,753 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $102,237 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $60,416 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $818,760 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $303,726 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,599,892 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $734,370 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $666,078 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,292 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,668,184 | 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 | $314,753 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,353,431 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $102,237 | ExcessFromYear4Amt |
| Excess From Year3 | $60,416 | ExcessFromYear3Amt |
| Excess From Year2 | $818,760 | ExcessFromYear2Amt |
| Excess From Year1 | $303,726 | ExcessFromYear1Amt |
| Excess From Current Year | $68,292 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MINDY GRAFSTEIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 534 OCEAN AVE | AddressLine1Txt |
| City | SEA BRIGHT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2036580093 | RecipientPhoneNum |
| Recipient Email Address | MINDYGRAFSTEIN@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALGEMEINER | |||||||
| 208 E 51ST ST STE 185 | NEW YORK | NY | 10022 | NONE | NC | CHARITABLE | $500 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 65TH STREET | NEW YORK | NY | 10022 | NONE | NC | CHARITABLE | $6,000 |
| AMERICAN TECHNION | |||||||
| PO BOX 3263 | WASHINGTON | DC | 20010 | NONE | NC | CHARITABLE | $360 |
| B'NAI TORAH CONGREGATION | |||||||
| 74 PROSPECT ST | NEW HAVEN | CT | 06515 | NONE | NC | CHARITABLE | $5,239 |
| CANARY FUND | |||||||
| PO BOX 563 | GREEN BAY | WI | 54305 | NONE | NC | CHARITABLE | $5,000 |
| CHABAD AT YALE | |||||||
| 36 LYNWOOD PLACE | NEW HAVEN | CT | 06511 | NONE | NC | CHARITABLE | $500 |
| CHABAD LUBAVITCH OF GREENWICH | |||||||
| 38 FIELD POINT RD | GREENWICH | CT | 06830 | NONE | NC | CHARITABLE | $750 |
| COMMENTARY INC | |||||||
| 561 7TH AVE | NEW YORK | NY | 10018 | NONE | NC | CHARITABLE | $10,000 |
| FILM COLLABORATION | |||||||
| 30 STRATFORD ROAD | WEST HARTFORD | CT | 06117 | NONE | NC | CHARITABLE | $10,000 |
| FLORIDA ATLANTIC UNIVERSITY | |||||||
| 777 GLADES RD | BOCA RATON | FL | 33431 | NONE | NC | CHARITABLE | $10,000 |
| FRIENDS OF IDF | |||||||
| 60 E 42ND STREET | NEW YORK | NY | 10165 | NONE | NC | CHARITABLE | $15,600 |
| HARLEM CHILDREN'S ZONE | |||||||
| 162 W 56TH ST STE 405 | NEW YORK | NY | 10019 | NONE | NC | CHARITABLE | $7,500 |
| JEWISH FEDERATION OF PALM BEACH | |||||||
| 1 HARVARD CIRCLE 100 | WEST PALM BEACH | FL | 33409 | NONE | NC | CHARITABLE | $1,000 |
| MACCABI USA | |||||||
| 1511 WALNUT STREET SUITE 401 | PHILADELPHIA | PA | 19102 | NONE | NC | CHARITABLE | $185 |
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | NC | CHARITABLE | $100,100 |
| MICHAEL ROTHBERG 911 SCHOLARSHIP | |||||||
| PO BOX 116 | SHARON | MA | 02067 | NONE | NC | CHARITABLE | $360 |
| PEF ISRAEL | |||||||
| 530 3RD AVE 15 | NEW YORK | NY | 10014 | NONE | NC | CHARITABLE | $360 |
| STAND WITH US | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90340 | NONE | NC | CHARITABLE | $2,500 |
| TEMPLE BETH EL | |||||||
| 350 ROXBURY RD | STAMFORD | CT | 06902 | NONE | NC | CHARITABLE | $5,097 |
| TEMPLE SHOLOM | |||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | NONE | NC | CHARITABLE | $5,319 |
| UCONN HILLEL | |||||||
| 2390 ALUMNI DR UNIT306 | STORRS | CT | 06269 | NONE | NC | CHARITABLE | $46,500 |
| UNIVERSITY OF CT FOUNDATION | |||||||
| 2390 ALUMNI DR UNIT306 | STORRS | CT | 06269 | NONE | NC | CHARITABLE | $500,000 |
| UNIVERSITY OF MIAMI | |||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | NONE | NC | CHARITABLE | $500 |
| UNLIMITED SUPPORT | |||||||
| 845 KEARNEY AVE | KEARNEY | NJ | 07032 | NONE | NC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $734,370 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,116 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $315,314 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $418,239 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $839,672 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $839,672 | 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 |
|---|---|---|---|
| MANAGEMENT FEE | $10,000 | $0 | $0 |
| ACCOUNTING FEES | $7,500 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $734,903 | EOYBookValueAmt |
| EOYFMV | $734,903 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MARSHALL WACE EUREKA FUND | FMV | $3,398,872 | $3,398,872 |
| G2 INVESTMENT PARTNERS OFFSHORE LTD | FMV | $5,310,568 | $5,310,568 |
| SOLEUS CAPTIAL LP | FMV | $2,309,802 | $2,309,802 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TRUIST BROKERAGE | $63,908 | $76,506 | $76,506 |
| ADVANTAGE INSURANCE | $531,250 | $531,250 | $531,250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MW EUREKA FUND | $337,340 | $337,340 | $337,340 |
| SOLEUS CAPITAL LP | -$22,892 | -$22,892 | -$22,892 |
| REBATES | $866 | $866 | $866 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $1,323,667 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $20,436 | $0 | $0 |
| FOREIGN TAXES | $109 | $109 | $0 |