JOHN S & AMY S WEINBERG FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOHN S & AMY S WEINBERG FOUNDATION (EIN 13-3749671)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2024-06-10
- IRS object ID
- 202421629349100112
- Schema version
- 2022v5.0
- 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
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-10T09:28:57-05:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Manhattan West | 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 | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133749671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John S and Amy S Weinberg Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GOLDMAN SACHS PFO | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2129028711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 73 Bowling Green Station | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 102740073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | john s weinberg | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129028711 | PhoneNum |
| Signature | 2024-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | john s | PersonFirstNm |
| Person Last | weinberg | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE W DIIONNA | PreparerPersonNm |
| PTIN | P00999533 | PTIN |
| Phone | 2127733000 | PhoneNum |
| Preparation | 2024-06-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $28,159,821 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14,029 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,029 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $823,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $823,366 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,220 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,221,918 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $831,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $837,395 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $51,289 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,289 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $23,849 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $23,849 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,905 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,905 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,543 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,043 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,477,601 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,477,601 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,565,144 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,043 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,479,101 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$733,969 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $751,352 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $174,787 | CashBOYAmt |
| Cash EOY | $127,620 | CashEOYAmt |
| Cash EOYFMV | $127,620 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $161,441 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $247,274 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $247,274 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,333,340 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,333,340 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,033,563 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $9,355,349 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,159,037 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,846,395 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,128,482 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,368,640 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,904,969 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,153,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,235,911 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,159,821 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,153,399 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,235,911 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,153,399 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,235,911 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,153,399 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,235,911 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,153,399 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$733,969 | ExcessRevenueOverExpensesAmt |
| Other Increases | $816,481 | OtherIncreasesAmt |
| Subtotal | $24,235,911 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,235,911 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | SoldSoldDt |
|---|---|---|---|---|---|---|
| GS #172-6 PUBLICLY TRADED SECURITIES | $2,787,934 | $2,791,079 | -$3,145 | -$3,145 | ||
| GS #151-0 PUBLICLY TRADED SECURITIES | $2,241,913 | $2,157,654 | $84,259 | $84,259 | ||
| GS MEZZANINE PARTNERS V LP | $36,629 | $279,405 | -$242,776 | -$242,776 | P | 2023-06-29 |
| CAPITAL GAIN DIVIDENDS | $155,442 | P | ||||
| CAPITAL GAIN DIVIDENDS | $155,442 | P | ||||
| CAPITAL GAIN DIVIDENDS | $155,442 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,220 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,444 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,444 | SubtotalAmt |
| Tax Based On Investment Income | $10,444 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,921 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $29,921 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $218 | EsPenaltyAmt |
| Overpayment | $19,259 | OverpaymentAmt |
| Applied To ES Tax | $19,259 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS PFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129028711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN S WEINBERG | ||||||||
| PO Box 73 Bowling Green Station | New York | NY | 102740073 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| AMY S WEINBERG | ||||||||
| PO Box 73 Bowling Green Station | New York | NY | 102740073 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ROBERT S KAPLAN | ||||||||
| PO Box 73 Bowling Green Station | New York | NY | 102740073 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS & CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGT | ServiceTypeTxt |
| Compensation | $51,289 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,913,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $472,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,785 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,409,176 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,409,176 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $411,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,998,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,349,902 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,349,902 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,444 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,444 | TotalTaxAmt |
| Distributable Before Adj | $1,339,458 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,339,458 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,339,458 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,479,101 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,479,101 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,339,458 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,426,434 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,479,101 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,426,434 | AppliedToYear1Amt |
| Applied To Current Year | $52,667 | 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 |
| Undistributed Income CY | $1,286,791 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN S WEINBERG | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MAKE-A-WISH CONNECTICUT | |||||||
| 56 COMMERCE DRIVE | TRUMBULL | CT | 06611 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 |
| NATIONAL DANCE INSTITUTE INC | |||||||
| 594 BROADWAY | NEW YORK | NY | 10012 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 |
| US SKI & SNOWBOARD FOUNDATION | |||||||
| 1 VICTORY LANE | PARK CITY | UT | 84060 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,666 |
| UJA FEDERATION OF NEW YORK | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | NONE | PC | GENERAL CHARITABLE PURPOSES | $12,500 |
| THE SKIN CANCER FOUNDATION | |||||||
| 205 LEXINGTON AVENUE | NEW YORK | NY | 10016 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| GOLDMAN SACHS PHILANTHROPY FUND | |||||||
| PO BOX 15203 | ALBANY | NY | 12212 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,430,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,477,601 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,029 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $823,366 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,220 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $831,175 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $831,175 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | GOLDMAN SACHS CO LLC | ContractorPersonNm |
| Explanation | PROVIDES INVESTMENT MANAGEMENT SERVICES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $6,159,037 | EOYBookValueAmt |
| EOYFMV | $5,846,395 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,333,340 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,033,563 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS MEZZANINE PARTNERS V LTD | AT COST | $0 | $0 |
| SPDR S&P 500 ETF TRUST | AT COST | $2,884,098 | $6,691,974 |
| DFA INTERNATIONAL REAL ESTATE | AT COST | $501,883 | $373,588 |
| ISHARES MSCI EAFE INT'L | AT COST | $2,976,361 | $3,466,231 |
| STATE STREET EMERGING MKTS | AT COST | $480,306 | $500,517 |
| STATE STREET HEDGED INT'L DEV | AT COST | $0 | $0 |
| DFA REAL ESTATES SECURITIES | AT COST | $387,033 | $414,081 |
| FIDELITY LARGE CAP INDEX FUND | AT COST | $479,278 | $491,885 |
| ISHARES RUSSELL 2000 S/CAP | AT COST | $1,229,043 | $1,575,828 |
| STATE STREET EQ 500 INDEX FD | AT COST | $1,994,478 | $2,285,397 |
| EATON VANCE INC FD OF BOSTON | AT COST | $1,675,928 | $1,550,078 |
| FEDERATED HERMES HIGH YIELD | AT COST | $1,760,232 | $1,555,390 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $1,500 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OVER DONOR'S COST BASIS | $0 |
| FOR STOCK DONATED OUT OF THE FOUNDATION | $816,481 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT MANAGEMENT FEES | CategoryTxt |
| Amt | $51,289 | Amt |
| Net Investment Income | $51,289 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $10,905 | Amt |
| Net Investment Income | $10,905 | NetInvestmentIncomeAmt |