OGUNLESI FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OGUNLESI FAMILY FOUNDATION (EIN 84-3998981)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-03
- IRS object ID
- 202402479349100525
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-03T17:26:46-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | 843998981 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OGUNLESI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OGUN | BusinessNameControlTxt |
| Phone | 2127288964 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PARK AVENUE APT 8A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADEBAYO OGUNLESI | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2127288964 | PhoneNum |
| Signature | 2024-06-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK DALY | PreparerPersonNm |
| PTIN | P00177980 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2024-06-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,601,649 | 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 | $1,008,190 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $387,153 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $387,153 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$248,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,309,523 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,146,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $387,153 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,735 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,735 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $118,410 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $118,410 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,100 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $163 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $163 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $140,408 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $122,673 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,735 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,140,408 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $122,673 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,017,735 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $264,480 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $402,615 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $430,093 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $430,093 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,598,364 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,884,633 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,892,226 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,695,506 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,388,151 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,279,330 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,696,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,702,877 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,601,649 | 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 | $16,696,485 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,702,877 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,696,485 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,702,877 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,696,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,702,877 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,696,485 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,392 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,702,877 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,702,877 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $5,309,523 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,558,066 | CostOrOtherBasisAmt |
| Gain Or Loss | -$248,543 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$248,543 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$248,543 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,676 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,676 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,529 | 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 | $13,529 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,853 | OverpaymentAmt |
| Applied To ES Tax | $9,853 | 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 | NY | 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 | ADEBAYO OGUNLESI | IndividualWithBooksNm |
| Phone | 2127288964 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PARK AVENUE APT 8A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ADEBAYO OGUNLESI | ||||||||
| 1000 PARK AVENUE APT 8A | NEW YORK | NY | 10028 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| AMELIA OGUNLESI | ||||||||
| 1000 PARK AVENUE APT 8A | NEW YORK | NY | 10028 | BOARD CHAIR | 0.10 | $0 | $0 | $0 |
| CARL OGUNLESI | ||||||||
| 1000 PARK AVENUE APT 8B | NEW YORK | NY | 10028 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| GEOFFREY OGUNLESI | ||||||||
| 1000 PARK AVENUE APT 8B | NEW YORK | NY | 10028 | SECRETARY | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BRYANT PARK 28TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $86,003 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $18,870,954 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $426,781 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,297,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,297,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $289,466 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,008,269 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $950,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $950,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,676 | TotalTaxAmt |
| Distributable Before Adj | $946,737 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $946,737 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $946,737 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,017,735 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,017,735 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $946,737 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $892,379 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,017,735 | QualifyingDistributionsAmt |
| Applied To Year1 | $892,379 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $125,356 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $821,381 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ADEBAYO OGUNLESI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CARON FOUNDATION - PENNSYLVANIA | ||||||||
| 243 N GALEN HALL ROAD | WERNERSVILLE | PA | 19565 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| EPISCOPAL SCHOOL | ||||||||
| 35 E 69TH STREET | NEW YORK | NY | 10021 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| FIT FOUNDATION | ||||||||
| 227 WEST 27TH STREET | NEW YORK | NY | 100015992 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| NEW YORK INSTITUTE OF TECHNOLOGY | ||||||||
| NORTHERN BLVD PO BOX 8000 | OLD WESTBURY | NY | 11568 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| PARKSIDE SCHOOL | ||||||||
| 48 W 74TH STREET | NEW YORK | NY | 10023 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| PARTNERSHIP TO END ADDICTION | ||||||||
| 711 THIRD AVENUE 5TH FLOOR SUITE | NEW YORK | NY | 10017 | N/A | PC | PROGRAM SUPPORT | $75,000 | 500 |
| ST BERNARDS SCHOOL | ||||||||
| 4 E 98TH STREET | NEW YORK | NY | 10029 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| STUDIO MUSEUM IN HARLEM | ||||||||
| 144 W 125TH ST | NEW YORK | NY | 10027 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| SUMMIT SCHOOL | ||||||||
| 339 NORTH BROADWAY | UPPER NYACK | NY | 10960 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| SPONSORS FOR EDUCATIONAL OPPORTUNITY | ||||||||
| 55 EXCHANGE PL | NEW YORK | NY | 10005 | N/A | PC | PROGRAM SUPPORT | $500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $387,153 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$248,543 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $138,610 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $138,610 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ADEBAYO OGUNLESI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PARK AVENUE APT 8A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,008,190 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $17,735 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,735 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (222 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $16,990 | $19,482 |
| ABBVIE INC | $12,033 | $12,243 |
| ACCENTURE PLC-CL A | $14,535 | $18,598 |
| ACCENTURE PLC-CL A | $42,491 | $43,864 |
| ADOBE INC | $223,519 | $357,960 |
| ADOBE INC | $32,850 | $39,376 |
| ADVANCED MICRO DEVICES | $7,718 | $17,689 |
| ADVANTEST CORP- SPON ADR | $12,860 | $12,116 |
| ADVNCD MICRO D INC | $168,887 | $398,007 |
| ADYEN NV-UNSPON ADR | $25,765 | $21,793 |
| AIRBNB INC-CLASS A | $27,343 | $33,899 |
| ALLEGION PLC | $7,822 | $9,375 |
| ALPHABET INC | $278,827 | $558,760 |
| ALPHABET INC-CL A | $25,418 | $39,951 |
| AMAZON COM INC | $487,732 | $759,700 |
| AMERICAN EXPRESS CO | $16,172 | $18,921 |
| AMERICAN TOWER CORP | $21,937 | $20,724 |
| AMERLCAN TOWER REIT INC | $266,707 | $259,056 |
| AMGEN INC | $13,336 | $15,841 |
| AON PLC-CLASS A | $15,209 | $17,752 |
| AON PLC-CLASS A | $7,352 | $7,276 |
| APPLE INC | $185,189 | $462,072 |
| APPLIED MATERIALS INC | $10,078 | $16,855 |
| ARCH CAPITAL GROUP LTD | $13,975 | $14,780 |
| ARES MANAGEMENT CORP | $4,874 | $7,135 |
| ARTHUR J GALLAGHER & CO | $8,927 | $10,794 |
| ASM INTERNATIONAL-NY REG SHS | $12,899 | $18,172 |
| ASML HOLDING NV-NY REG SHS | $15,071 | $23,465 |
| ASML HOLDING NV-NY REG SHS | $28,063 | $34,818 |
| ASTRAZENECA PLC-SPONS ADR | $15,051 | $15,558 |
| ATLAS COPCO AB-SPONS ADR A | $9,328 | $12,546 |
| ATLASSIAN CORP PLC-CLASS A | $37,524 | $25,451 |
| AUTOZONE INC | $19,766 | $20,685 |
| AVANTOR INC | $12,103 | $13,310 |
| BAE SYSTEMS PLC -SPON ADR | $16,693 | $18,444 |
| BERKSHIRE HATHAWAY INC-CL B | $48,330 | $54,926 |
| BLACKSTONE INC | $24,229 | $32,861 |
| BLACKSTONE INC | $177,725 | $261,840 |
| BOEING CO | $13,085 | $17,725 |
| BOOKING HOLDINGS INC | $6,007 | $10,642 |
| BORGWARNER INC | $4,461 | $4,015 |
| BP PLC-SPONS ADR | $14,222 | $12,461 |
| BRISTOL-MYERS SQUIBB CO | $17,086 | $13,648 |
| BRISTOL-MYERS SQUIBB CO | $34,716 | $25,091 |
| BUILDERS FIRSTSOURCE INC | $5,050 | $5,008 |
| CANADIAN NATURAL RESOURCES | $24,912 | $27,191 |
| CANADIAN PACIFIC RAILWAY LTD | $27,240 | $30,122 |
| CATERPILLAR INC | $5,002 | $6,209 |
| CENCORA INC | $14,575 | $18,279 |
| CENOVUS ENERGY INC | $17,309 | $14,885 |
| CENTENE CORP | $16,623 | $15,881 |
| CENTERPOINT ENERGY INC | $6,589 | $6,314 |
| CHIPOTLE MEXICAN GRILL INC | $19,236 | $32,017 |
| CHUBB LTD | $73,231 | $113,000 |
| CHUBB LTD | $14,889 | $15,594 |
| COCA COLA | $225,358 | $259,292 |
| COCA-COLA EUROPACIFIC PARTNERS PLC | $8,677 | $10,478 |
| COGNIZANT TECH SOLUTIONS-A | $9,294 | $12,160 |
| COLGATE PALMOLIVE | $147,829 | $159,420 |
| COMCAST CORP-CLASS A | $35,616 | $33,501 |
| COMPASS GROUP PLC-SPON ADR | $11,156 | $11,235 |
| CONOCOPHILLIPS | $22,692 | $26,812 |
| CONOCOPHILLIPS | $19,478 | $19,035 |
| CRH PLC-SPONSORED ADR | $11,687 | $18,535 |
| DANAHER CORP | $29,546 | $28,223 |
| DEERE & CO | $18,287 | $18,394 |
| DELL TECHNOLOGIES -C | $9,580 | $16,448 |
| DEERE & CO | $283,023 | $279,909 |
| DISCOVER FINANCIAL SERVICES | $24,415 | $28,325 |
| DOVER CORP | $7,256 | $8,152 |
| DUPONT DE NEMOURS INC | $5,652 | $6,385 |
| EATON CORP PLC | $8,792 | $13,486 |
| ECOLAB INC | $157,967 | $198,350 |
| ELI LILLY & CO. | $16,049 | $25,066 |
| ELI LILLY & CO. | $226,622 | $378,898 |
| EPAM SYSTEMS INC. | $13,231 | $9,218 |
| ESTEE LAUDER COMPANIES-CL | $41,211 | $24,278 |
| EVOLUTION AB | $21,122 | $16,717 |
| EXPERIAN PLC-SPONS ADR | $15,004 | $16,133 |
| EXXON MOBIL CORP | $338,669 | $399,920 |
| FERGUSON PLC | $13,898 | $18,342 |
| FERRARI NV | $16,963 | $27,074 |
| FIDELITY 500 INDEX-INST PRM | $1,426,402 | $1,743,898 |
| FIDELITY INTL INDX-INST PRM | $160,359 | $162,155 |
| FIRSTENERGY CORP | $10,747 | $9,458 |
| FLEETCOR TECHNOLOGIES INC | $12,517 | $18,370 |
| FORTIVE CORP | $11,155 | $12,664 |
| GENERAL DYNAMICS CORP | $19,410 | $21,553 |
| GENL DYNAMICS CORP. | $160,857 | $259,670 |
| GILEAD SCIENCES INC | $226,553 | $267,333 |
| GLOBAL PAYMENTS INC | $17,429 | $20,701 |
| HALLIBURTON CO | $8,373 | $9,074 |
| HCA HEALTHCARE INC | $15,496 | $16,241 |
| HOME DEPOT INC | $33,332 | $32,576 |
| HONEYWELL INTL INC | $187,458 | $230,681 |
| HOWMET AEROSPACE INC | $10,401 | $14,342 |
| HUNTINGTON BANCSHARES INC | $8,530 | $8,243 |
| ICICI BANK LTD-SPON ADR | $14,130 | $14,876 |
| ICON PLC | $22,466 | $26,892 |
| ICON PLC | $12,542 | $18,116 |
| ILLUMINA INC | $38,623 | $18,937 |
| INTERCONTINENTAL EXCHANGE IN | $28,868 | $32,236 |
| INTERCONTINENTAL EXCHANGE IN | $13,068 | $16,054 |
| INTUIT INC | $25,936 | $40,002 |
| INTUIT INC | $37,681 | $45,002 |
| INTUITIVE SURGICAL INC | $28,101 | $35,085 |
| ISHARES 7-10 YEAR TREASURY B | $186,940 | $181,792 |
| JACOBS SOLUTIONS INC | $11,110 | $10,903 |
| JOHNSON AND JOHNSON | $304,333 | $313,480 |
| JPMORGAN BETABUILDERS CANADA | $99,462 | $114,711 |
| JPMORGAN BETABUILDERS DEVELO | $103,336 | $95,158 |
| JPMORGAN BETABUILDERS EUROPE ETF | $84,717 | $90,204 |
| JPMORGAN BETABUILDERS JAPAN ETF | $158,527 | $152,361 |
| KENVUE INC | $31,194 | $30,530 |
| KENVUE INC | $12,697 | $12,660 |
| KEURIG DR PEPPER INC | $14,072 | $13,261 |
| KRAFT (THE) HEINZ CO SHS | $117,516 | $110,940 |
| LAM RESEARCH CORP | $4,993 | $9,399 |
| LAM RESEARCH CORP | $23,946 | $31,330 |
| LEIDOS HOLDINGS INC | $11,054 | $11,798 |
| LINDE PLC | $12,387 | $15,196 |
| LKQ CORP | $4,413 | $3,967 |
| LOREAL-UNSPONSORED ADR | $14,537 | $15,607 |
| LULULEMON ATHLETICA INC | $18,627 | $29,655 |
| LVMH MOET HENNESSY-UNSP ADR | $12,561 | $16,245 |
| MARATHON PETROLEUM CORP | $14,006 | $17,803 |
| MARSH & MCLENNAN COS | $20,980 | $25,010 |
| MASCO CORP | $8,373 | $11,588 |
| MASTERCARD INC - A | $33,618 | $39,239 |
| MCDONALD'S CORP | $34,432 | $39,732 |
| MCKESSON CORP | $11,499 | $13,889 |
| MERCADOLIBRE INC | $22,762 | $25,145 |
| MERCK AND CO | $205,213 | $261,648 |
| META PLATFORMS INC | $241,808 | $283,168 |
| MGM RESORTS INTERNATIONAL | $11,036 | $11,304 |
| MICROCHIP TECHNOLOGY INC | $13,349 | $16,864 |
| MICRON TECHNOLOGY INC | $10,739 | $18,177 |
| MICROSOFT | $171,839 | $376,040 |
| MICROSOFT CORP | $64,886 | $80,473 |
| MICROSOFT CORP | $28,604 | $36,852 |
| MOHAWK INDUSTRIES INC | $5,685 | $5,796 |
| MONDELEZ INTERNATIONAL | $202,886 | $239,019 |
| MORGAN STANLEY | $31,377 | $36,741 |
| MORGAN STANLEY | $34,306 | $38,233 |
| MSCI INC | $12,277 | $13,576 |
| NESTLE SA-SPONS ADR | $15,526 | $15,263 |
| NETFLIX INC | $29,118 | $43,819 |
| NEXTERA ENERGY INC | $34,981 | $27,697 |
| NICE LTD - SPON ADR | $5,049 | $5,985 |
| MONGODB INC | $118,918 | $122,655 |
| NIKE INC -CL B | $35,666 | $26,708 |
| NOVO-NORDISK A/S-SPONS ADR | $18,578 | $32,483 |
| NVIDIA | $178,829 | $1,386,616 |
| NVIDIA CORP | $16,647 | $46,055 |
| NXP SEMICONDUCTORS NV | $2,031 | $2,986 |
| NXP SEMICONDUCTORS NV | $22,668 | $31,007 |
| OLIN CORP | $5,293 | $5,395 |
| OMNICOM GROUP | $13,116 | $12,371 |
| ORACLE CORP | $18,717 | $18,239 |
| OTIS WORLDWIDE CORP | $4,665 | $5,368 |
| PEABODY ENERGY CORP | $6,728 | $6,202 |
| PENDING SALES PROCEEDS | $7,560 | $7,560 |
| PEPSICO INC | $276,111 | $305,712 |
| PEPSICO INC | $32,974 | $31,760 |
| PHILIP MORRIS INTERNATIONAL | $55,855 | $54,096 |
| PHILLIPS 66 | $12,850 | $13,314 |
| PROCTER & GAMBLE CO | $181,269 | $205,156 |
| QUALCOMM INC | $4,661 | $6,219 |
| REGENERON PHARMACTCLS | $152,713 | $263,487 |
| ROCKWELL AUTOMATION INC | $15,954 | $22,976 |
| RTX CORP | $13,666 | $13,631 |
| S&P GLOBAL INC | $27,984 | $29,515 |
| S&P GLOBAL INC | $11,439 | $14,537 |
| SAFRAN SA-UNSPON ADR | $17,169 | $17,211 |
| SALESFORCECOM INC | $109,780 | $184,198 |
| SANOFI-ADR | $22,099 | $22,776 |
| SCHLUMBERGER LTD | $14,824 | $14,519 |
| SCHNEIDER ELECT SE-UNSP ADR | $9,124 | $12,149 |
| SCHWAB (CHARLES) CORP | $13,353 | $14,586 |
| SERVICENOW INC | $29,760 | $42,389 |
| SERVICENOW INC | $173,528 | $388,570 |
| SHERWIN-WILLIAMS CO/THE | $29,324 | $30,566 |
| SIX CIRCLES CREDIT REPORT | $92,401 | $90,757 |
| SIX CIRCLES INTL UNCON EQ | $380,807 | $402,023 |
| SIX CIRCLES US UNCONSTR EQ | $598,967 | $659,029 |
| SS&C TECHNOLOGIES HOLDINGS | $4,541 | $5,378 |
| STARBUCKS CORP | $210,925 | $211,222 |
| STERIS PLC | $13,792 | $16,049 |
| STRYKER CORP | $28,600 | $30,844 |
| TAKE-TWO INTERACTIVE SOFTWRE | $4,635 | $5,311 |
| TECK RESOURCES LTD-CLS B | $8,662 | $9,004 |
| TEXAS INSTRUMENTS INC | $39,530 | $38,013 |
| THE CIGNA GROUP | $17,619 | $15,871 |
| THOMSON REUTERS CORPORATION | $10,436 | $13,160 |
| T-MOBILE US INC | $16,583 | $19,079 |
| TRACTOR SUPPLY COMPANY | $17,481 | $18,708 |
| UBER TECHNOLOGIES INC | $176,144 | $338,635 |
| UBER TECHNOLOGIES INC | $13,161 | $15,208 |
| UBS GROUP AG-REG | $10,998 | $10,970 |
| ULTA BEAUTY INC | $6,643 | $7,350 |
| UNION PACIFIC CORP | $240,993 | $343,868 |
| UNION PACIFIC CORP | $21,212 | $21,123 |
| UNITED RENTALS INC | $13,875 | $21,790 |
| UNITEDHEALTH GROUP INC | $57,382 | $64,229 |
| UNITEDHEALTH GROUP INC | $21,857 | $22,112 |
| US DOLLAR JPM DEPOSIT SWEEP | $29,054 | $29,054 |
| US DOLLAR JPM DEPOSIT SWEEP | $14,476 | $14,476 |
| US DOLLAR JPM DEPOSIT SWEEP | $17,726 | $17,726 |
| US FOODS HOLDING CORP | $11,319 | $14,985 |
| VANGUARD INT-TERM CORPORATE | $374,028 | $364,947 |
| VANGUARD MORTGAGE-BACKED SEC | $306,342 | $274,405 |
| VANGUARD TOTAL BOND MARKET | $195,465 | $181,595 |
| VISA INC | $207,937 | $286,385 |
| VISA INC-CLASS A SHARES | $35,410 | $44,260 |
| WABTEC CORP | $9,375 | $11,929 |
| WALMART INC | $19,074 | $21,283 |
| WARNER BROS DISCOVERY INC | $9,693 | $8,706 |
| WASTE CONNECTIONS INC | $13,004 | $13,584 |
| WELLS FARGO & CO | $23,189 | $27,711 |
| WESCO INTERNATIONAL INC | $10,398 | $12,519 |
| WHIRLPOOL CORP | $4,062 | $3,653 |
| WILLSCOT MOBILE MINI HOLDINGS | $6,662 | $6,987 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,884,633 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,892,226 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $163 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $163 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $118,410 | Amt |
| Net Investment Income | $118,410 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $4,100 | Amt |
| Net Investment Income | $4,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |