EFRAIM GRINBERG FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EFRAIM GRINBERG FAMILY FOUNDATION (EIN 20-1944382)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-03
- IRS object ID
- 202631549349100903
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-03T15:41:42-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 HUDSON BLVD E SUITE 2200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 | 201944382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EFRAIM GRINBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EFRA | BusinessNameControlTxt |
| Phone | 2128488640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CENTRAL PARK WEST 16F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EFRAIM GRINBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128488640 | PhoneNum |
| Signature | 2026-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN TEICHER CFP | PreparerPersonNm |
| PTIN | P00226488 | PTIN |
| Phone | 2126976900 | PhoneNum |
| Preparation | 2026-06-03 | 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 | $1,177,803 | 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 | $1,021 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,021 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,552 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,552 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,892 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $158,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,892 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $93,465 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,465 | 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 |
| Taxes Rev And Expnss | $1,926 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $151 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,775 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,212 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,984 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $228 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,138 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,135 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,003 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,135 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,330 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,041 | CashBOYAmt |
| Cash EOY | $27,220 | CashEOYAmt |
| Cash EOYFMV | $27,220 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,271,943 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,308,341 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,150,583 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,350,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,335,561 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,177,803 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,350,984 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,335,561 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,350,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,335,561 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,350,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,335,561 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,350,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,335,561 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,335,561 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 63 SHS ISHARES TR MSCI EAFE | P | 2024-06-10 | 2025-03-04 | $6,550 | $6,630 | -$80 | -$80 |
| 6 SHS ISHARES TR MSCI EAFE | P | 2024-11-08 | 2025-09-23 | $685 | $608 | $77 | $77 |
| 1 SHS ISHARES U.S. EQUITY FAC | P | 2025-09-23 | 2025-11-18 | $59 | $59 | $0 | $0 |
| 135 SHS ISHARES CURRENCY HEDGED | P | 2025-03-04 | 2025-05-20 | $5,110 | $4,996 | $114 | $114 |
| 3 SHS ISHARES U.S. TECHNOLOGY | P | 2025-03-04 | 2025-09-23 | $588 | $450 | $138 | $138 |
| 15 SHS ISHARES U.S. TECHNOLOGY | P | 2025-05-20 | 2025-09-23 | $2,940 | $2,386 | $554 | $554 |
| 18 SHS ISHARES S&P 100 | P | 2024-03-20 | 2025-03-04 | $5,078 | $4,433 | $645 | $645 |
| 2 SHS ISHARES EDGE MSCI USA | P | 2024-11-08 | 2025-05-20 | $461 | $428 | $33 | $33 |
| 2 SHS ISHARES INC MSCI | P | 2024-06-10 | 2025-05-20 | $119 | $116 | $3 | $3 |
| 55 SHS ISHARES INC MSCI | P | 2024-09-05 | 2025-03-04 | $3,000 | $3,275 | -$275 | -$275 |
| 3 SHS ISHARES INC MSCI | P | 2024-09-05 | 2025-05-20 | $179 | $179 | $0 | $0 |
| 15 SHS ISHARES INC MSCI | P | 2024-11-08 | 2025-05-20 | $893 | $891 | $2 | $2 |
| 1 SHS ISHARES TR U S | P | 2024-06-10 | 2025-03-04 | $46 | $43 | $3 | $3 |
| 7 SHS ISHARES TR MSCI EAFE | P | 2021-01-25 | 2025-03-04 | $406 | $338 | $68 | $68 |
| 31 SHS ISHARES TR MSCI EAFE | P | 2022-10-28 | 2025-03-04 | $1,797 | $1,280 | $517 | $517 |
| 71 SHS ISHARES TR MSCI EAFE | P | 2023-08-14 | 2025-03-04 | $4,116 | $3,502 | $614 | $614 |
| 8 SHS ISHARES TR MSCI EAFE | P | 2024-02-02 | 2025-03-04 | $464 | $411 | $53 | $53 |
| 122 SHS ISHARES TR MSCI EAFE | P | 2024-09-05 | 2025-09-23 | $8,247 | $6,870 | $1,377 | $1,377 |
| 49 SHS ISHARES TR MSCI EAFE | P | 2024-09-05 | 2025-11-18 | $3,362 | $2,759 | $603 | $603 |
| 25 SHS ISHARES TR MSCI EAFE | P | 2020-07-15 | 2025-03-04 | $2,599 | $2,177 | $422 | $422 |
| 1 SHS ISHARES TR MSCI EAFE | P | 2020-07-15 | 2025-05-20 | $109 | $87 | $22 | $22 |
| 34 SHS ISHARES TR MSCI EAFE | P | 2020-07-15 | 2025-09-23 | $3,881 | $2,961 | $920 | $920 |
| 8 SHS ISHARES TR MSCI EAFE | P | 2020-07-20 | 2025-03-04 | $832 | $699 | $133 | $133 |
| 41 SHS ISHARES TR MSCI EAFE | P | 2022-07-29 | 2025-09-23 | $4,680 | $3,562 | $1,118 | $1,118 |
| 23 SHS ISHARES TR MSCI EAFE | P | 2024-02-02 | 2025-03-04 | $2,391 | $2,247 | $144 | $144 |
| 26 SHS ISHARES TR MSCI EAFE | P | 2024-11-08 | 2025-11-18 | $2,904 | $2,634 | $270 | $270 |
| 12 SHS ISHARES CORE S&P 500 ETF | P | 2020-07-20 | 2025-05-20 | $7,150 | $3,891 | $3,259 | $3,259 |
| 7 SHS ISHARES CORE S&P 500 ETF | P | 2020-07-27 | 2025-05-20 | $4,171 | $2,264 | $1,907 | $1,907 |
| 7 SHS ISHARES CORE S&P 500 ETF | P | 2023-08-14 | 2025-05-20 | $4,171 | $3,146 | $1,025 | $1,025 |
| 10 SHS ISHARES CORE S&P 500 ETF | P | 2023-10-30 | 2025-05-20 | $5,959 | $4,179 | $1,780 | $1,780 |
| 7 SHS ISHARES CORE S&P 500 ETF | P | 2024-02-02 | 2025-03-04 | $4,073 | $3,484 | $589 | $589 |
| 17 SHS ISHARES CORE S&P 500 ETF | P | 2024-02-02 | 2025-05-20 | $10,130 | $8,461 | $1,669 | $1,669 |
| 34 SHS ISHARES U.S. TECHNOLOGY | P | 2022-10-28 | 2025-09-23 | $6,664 | $2,613 | $4,051 | $4,051 |
| 12 SHS ISHARES U.S. TECHNOLOGY | P | 2023-10-30 | 2025-09-23 | $2,352 | $1,240 | $1,112 | $1,112 |
| 17 SHS ISHARES U.S. TECHNOLOGY | P | 2024-03-20 | 2025-09-23 | $3,332 | $2,290 | $1,042 | $1,042 |
| 30 SHS ISHARES S&P 500 | P | 2024-03-20 | 2025-05-20 | $3,105 | $2,530 | $575 | $575 |
| 11 SHS ISHARES S&P 500 | P | 2024-06-10 | 2025-09-23 | $1,331 | $981 | $350 | $350 |
| 30 SHS ISHARES S&P 100 | P | 2023-10-30 | 2025-03-04 | $8,463 | $5,904 | $2,559 | $2,559 |
| 13 SHS ISHARES S&P 100 | P | 2024-02-02 | 2025-03-04 | $3,667 | $3,062 | $605 | $605 |
| 57 SHS ISHARES EDGE MSCI | P | 2023-04-10 | 2025-11-18 | $10,932 | $7,061 | $3,871 | $3,871 |
| 36 SHS ISHARES EDGE MSCI | P | 2024-03-20 | 2025-09-23 | $6,961 | $5,901 | $1,060 | $1,060 |
| 18 SHS ISHARES EDGE MSCI | P | 2024-03-20 | 2025-11-18 | $3,452 | $2,951 | $501 | $501 |
| 1 SHS ISHARES EDGE MSCI | P | 2024-06-10 | 2025-09-23 | $193 | $169 | $24 | $24 |
| 76 SHS ISHARES INC MSCI | P | 2023-10-30 | 2025-05-20 | $4,527 | $3,676 | $851 | $851 |
| 3 SHS ISHARES INC MSCI | P | 2024-02-02 | 2025-05-20 | $179 | $164 | $15 | $15 |
| 61 SHS ISHARES INC MSCI | P | 2024-03-20 | 2025-05-20 | $3,633 | $3,475 | $158 | $158 |
| 40 SHS ISHARES TR U S | P | 2022-05-25 | 2025-03-04 | $1,823 | $1,492 | $331 | $331 |
| 3 SHS ISHARES TR U S | P | 2023-04-10 | 2025-03-04 | $137 | $111 | $26 | $26 |
| 3 SHS ISHARES TR U S | P | 2023-10-30 | 2025-03-04 | $137 | $105 | $32 | $32 |
| 4 SHS ISHARES TR U S | P | 2024-02-02 | 2025-03-04 | $182 | $157 | $25 | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,892 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,269 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,269 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,269 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | 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 | $1,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $231 | OverpaymentAmt |
| Applied To ES Tax | $231 | 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 |
| 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 | BAKER TILLY ADVISORY GROUP LP | IndividualWithBooksNm |
| Phone | 2126976900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 HUDSON BLVD E 2200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| EFRAIM GRINBERG | |||||||||
| 101 CENTRAL PARK WEST APT 16F | NEW YORK | NY | 10023 | PRESIDENT | 1.00 | $0 | $0 | $0 | |
| SUSAN TEICHER | |||||||||
| C/O BAKER TILLY 66 HUDSON BLVD E | NEW YORK | NY | 10001 | TREASURER | 0.00 | $0 | $0 | $0 | 2200 |
| 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 | $993,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,817 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,029,841 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,029,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,014,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,269 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,269 | TotalTaxAmt |
| Distributable Before Adj | $49,451 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,451 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,451 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,753 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $106,753 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,451 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $24,820 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $49,199 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,530 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $448 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $116,997 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $106,753 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,451 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $57,302 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $174,299 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $174,299 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,820 | ExcessFromYear4Amt |
| Excess From Year3 | $49,199 | ExcessFromYear3Amt |
| Excess From Year2 | $42,530 | ExcessFromYear2Amt |
| Excess From Year1 | $448 | ExcessFromYear1Amt |
| Excess From Current Year | $57,302 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EFRAIM GRINBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EMILYS ENTOURAGE | |||||||
| PO BOX 71 | MERION STATION | PA | 19066 | NONE | NC | CHARITABLE | $5,000 |
| JEWISH BOARD OF FAMILY AND CHILDRENS SERVICES | |||||||
| 463 FASHION AVE FLOOR 18 | NEW YORK | NY | 10018 | NONE | NC | CHARITABLE | $3,600 |
| LOTUS ENDOWMENT FUND INC | |||||||
| 3921 ALTON ROAD 470 | MIAMI BEACH | FL | 33140 | NONE | NC | CHARITABLE | $5,000 |
| MACCABI USA | |||||||
| 1511 WALNUT ST SUITE 401 | PHILADELPHIA | PA | 19102 | NONE | NC | CHARITABLE | $3,600 |
| MANHATTAN CLASS COMPANY | |||||||
| 511 W 52ND ST | NEW YORK | NY | 10019 | NONE | NC | CHARITABLE | $5,000 |
| MIAMI FOUNDATION FOR MENTAL HEALTH | |||||||
| 1450 BRICKELL AVE SUITE 1900 | MIAMI | FL | 33131 | NONE | NC | CHARITABLE | $8,000 |
| MIAMI LIGHTHOUSE FOR THE BLIND | |||||||
| 601 SW 8TH AVE | MIAMI | FL | 33130 | NONE | NC | CHARITABLE | $3,000 |
| MOUNT SINAI MEDICAL CENTER | |||||||
| 5 E 98TH ST | NEW YORK | NY | 10029 | NONE | NC | CHARITABLE | $15,000 |
| NEW HEIGHTS YOUTH INC | |||||||
| 50 EAST 118TH STREET | NEW YORK | NY | 10035 | NONE | NC | CHARITABLE | $2,000 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 E 87TH ST | NEW YORK | NY | 10128 | NONE | NC | CHARITABLE | $10,800 |
| PUBLIC ART FUND | |||||||
| 1 E 53RD ST 11TH FLOOR | NEW YORK | NY | 10022 | NONE | NC | CHARITABLE | $5,000 |
| UJA FEDERATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | NC | CHARITABLE | $29,750 |
| WOMENS EMERGENCY NETWORK | |||||||
| PO BOX 566392 | MIAMI | FL | 33256 | NONE | NC | CHARITABLE | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,750 | 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 | $1,021 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,552 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,892 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $93,465 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,465 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE EFRAIM GRINBERG FAMILY FOUNDATION MAKES AN ELECTION UNDER SUBPARAGRAPH (2) OF SECTION 53.4942(A)-3(D) TO HAVE ITS QUALIFIED DISTRIBUTION OF $60,063 IN 2024 APPLIED FIRST. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE S&P 500 ETF | $16,151 | $34,247 |
| ISHARES EDGE MSCI (2023) | $11,368 | $15,095 |
| ISHARES EDGE MSCI USA (2024) | $13,366 | $14,768 |
| ISHARES INC CORE MSCI (2023) | $26,522 | $30,585 |
| ISHARES S&P 100 (2023) | $35,478 | $41,842 |
| ISHARES S&P 500 (2024) | $22,998 | $32,910 |
| ISHARES S&P 500 VALUE (2024) | $34,509 | $38,597 |
| ISHARES TR MSCI EAFE (2021) | $20,098 | $24,208 |
| MOVADO GROUP INC COMMON | $473,200 | $312,000 |
| MOVADO GROUP INC. CLASS A | $550,750 | $478,400 |
| ISHARES US EQUITY FAC (2025) | $30,564 | $35,756 |
| ISHARES US AEROSPACE ETF (2025) | $23,428 | $24,475 |
| NVIDIA | $49,909 | $67,700 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,984 | $1,984 | $0 |
| FILING FEES | $228 | $0 | $228 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE FRANCHISE TAX | $89 | $0 | $89 |
| FOREIGN TAXES | $151 | $151 | $0 |
| FEDERAL INCOME TAX | $1,686 | $0 | $1,686 |