EFRAIM GRINBERG FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EFRAIM GRINBERG FAMILY FOUNDATION (EIN 20-1944382)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-11
- IRS object ID
- 202400719349100810
- Schema version
- 2023v4.0
- 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 | 2024-03-11T15:11:23-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 US LLP | 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 | 2023-01-01 | 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 | 2024-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EFRAIM | PersonFirstNm |
| Person Last | GRINBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN TEICHER CPA CFP | PreparerPersonNm |
| PTIN | P00226488 | PTIN |
| Phone | 2126976900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,451,162 | 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 | $2,261 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,261 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $94,902 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,902 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,762 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $102,806 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,762 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $101,925 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $101,925 | 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 | $171 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $146 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,491 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,409 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $82 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,555 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $107 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,555 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,737 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,370 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $98,078 | CashBOYAmt |
| Cash EOY | $82,400 | CashEOYAmt |
| Cash EOYFMV | $82,400 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,186,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,193,228 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,368,762 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,284,365 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,275,628 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,451,162 | 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 | $1,284,365 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,275,628 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,284,365 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,275,628 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,284,365 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,275,628 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,284,365 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,737 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,275,628 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,275,628 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP | P | 2023-08-14 | 2023-10-30 | $3,509 | $3,976 | -$467 | -$467 |
| ISHARES CORE S&P SMALL CAP | P | 2022-07-29 | 2023-04-10 | $3,328 | $3,562 | -$234 | -$234 |
| ISHARES TR MSCI EAFE VALUE | P | 2022-05-25 | 2023-12-31 | $6,843 | $7,045 | -$202 | -$202 |
| ISHARES TR MSCI EAFE GROWTH | P | 2023-04-10 | 2023-12-31 | $7,091 | $7,358 | -$267 | -$267 |
| ISHARES EDGE MSCI MIN VOL | P | 2022-05-25 | 2023-12-31 | $12,685 | $12,444 | $241 | $241 |
| ISHARES EDGE MSCI MIN VOL USA | P | 2022-07-29 | 2023-12-31 | $1,998 | $2,032 | -$34 | -$34 |
| ISHARES CORE S&P 500 ETF | P | 2022-03-15 | 2023-02-10 | $409 | $424 | -$15 | -$15 |
| ISHARES U.S. TECHNOLOGY | P | 2022-10-28 | 2023-12-31 | $7,144 | $5,653 | $1,491 | $1,491 |
| ISHARES S&P 500 GROWTH | P | 2023-08-14 | 2023-10-30 | $67 | $71 | -$4 | -$4 |
| ISHARES U.S. ENERGY ETF | P | 2022-05-25 | 2023-02-10 | $1,707 | $1,622 | $85 | $85 |
| ISHARES EDGE MSCI USA QUALITY | P | 2023-04-10 | 2023-08-14 | $7,947 | $7,185 | $762 | $762 |
| ISHARES ESG AWARE MSCI USA EFT | P | 2022-03-15 | 2023-02-10 | $631 | $660 | -$29 | -$29 |
| ISHARES INC CORE MSCI EMERGING MKTS | P | 2023-02-10 | 2023-04-10 | $8,359 | $8,516 | -$157 | -$157 |
| ISHARES EDGE MSCI USA MOMENTUM | P | 2022-10-28 | 2023-04-10 | $5,420 | $5,573 | -$153 | -$153 |
| ISHARES U.S. ETF TR ISHS GSCI | P | 2022-05-25 | 2023-02-10 | $1,251 | $1,911 | -$660 | -$660 |
| ISHARES TR MSCI EAFE VALUE | P | 2021-01-25 | 2023-04-10 | $3,673 | $3,626 | $47 | $47 |
| ISHARES TR MSCI EAFE GROWTH | P | 2020-07-20 | 2023-10-30 | $3,764 | $3,935 | -$171 | -$171 |
| ISHARES EDGE MSCI MIN VOL USA | P | 2022-01-21 | 2023-08-14 | $1,580 | $1,582 | -$2 | -$2 |
| ISHARES ESG AWARE MSCI USA EFT | P | 2020-10-13 | 2023-12-31 | $25,400 | $20,869 | $4,531 | $4,531 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,762 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,395 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,395 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,395 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,404 | 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 | $2,404 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,009 | OverpaymentAmt |
| Applied To ES Tax | $1,009 | 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 US LLP | 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 | $1,286,139 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,993 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,380,132 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,380,132 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,359,430 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,395 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,395 | TotalTaxAmt |
| Distributable Before Adj | $66,577 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,577 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,577 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $109,107 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $24,820 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,199 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $74,019 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,530 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $116,549 | 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 | $116,549 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $24,820 | ExcessFromYear2Amt |
| Excess From Year1 | $49,199 | ExcessFromYear1Amt |
| Excess From Current Year | $42,530 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AJC GLOBAL JEWISH ADVOCACY | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | 501(3)(C) | CHARITABLE | $25,000 |
| BASS MUSEUM | |||||||
| 2100 COLLINS AVENUE | MIAMI BEACH | FL | 33139 | NONE | 501(3)(C) | CHARITABLE | $5,000 |
| EMILY'S ENTOURAGE | |||||||
| PO BOX 71 | MERION STATION | PA | 19066 | NONE | 501(3)(C) | CHARITABLE | $5,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 E 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(3)(C) | CHARITABLE | $5,000 |
| KRISTI HOUSE | |||||||
| 1265 NW 12TH AVENUE | MIAMI | FL | 33136 | NONE | 501(3)(C) | CHARITABLE | $16,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(3)(C) | CHARITABLE | $10,000 |
| MOUNT SINAI MEDICAL CENTER | |||||||
| 5 E 98TH ST | NEW YORK | NY | 10029 | NONE | 501(3)(C) | CHARITABLE | $15,000 |
| OVERTOWN YOUTH CENTER | |||||||
| 450 NW 14TH STREET | MIAMI | FL | 33136 | NONE | 501(3)(C) | CHARITABLE | $9,000 |
| UJA FEDERATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | 501(3)(C) | CHARITABLE | $19,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,000 | 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 | $2,261 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,902 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,762 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $101,925 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,925 | 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 $128,345 IN 2022 APPLIED FIRST. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MOVADO GROUP INC. CLASS A | $550,750 | $459,075 |
| MOVADO GROUP INC COMMON | $473,200 | $703,915 |
| ISHARES TR MSCI EAFE | $10,534 | $11,719 |
| ISHARES CORE S&P 500 ETF | $71,195 | $90,750 |
| ISHARES TR MSCI EAFE (2021) | $17,617 | $19,381 |
| ISHARES EDGE MSCI (2022) | $3,877 | $4,058 |
| ISHARES ES U.S. TECHNOLOGY (2022) | $5,984 | $8,838 |
| ISHARES ESG AWARE MSCI (2020) | $11,855 | $16,997 |
| ISHARES TR (2022) | $2,943 | $3,181 |
| ISHARES S&P GLOBAL (2023) | $1,856 | $1,838 |
| ISHARES S&P 500 (2023) | $5,877 | $6,233 |
| ISHARES EDGE MSCI (2023) | $19,449 | $23,101 |
| ISHARES INC CORE MSCI (2023) | $7,921 | $8,093 |
| ISHARES INC MSCI (2023) | $3,676 | $4,211 |
| ISHARES S&P 100 (2023) | $6,494 | $7,372 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,409 | $1,409 | $0 |
| FILING FEES | $82 | $0 | $82 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE FRANCHISE TAX | $25 | $0 | $25 |
| FOREIGN TAXES | $146 | $146 | $0 |