S & L MARX FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- S & L MARX FOUNDATION INC (EIN 20-0677535)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-10
- IRS object ID
- 202422849349100112
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-10T10:00:28-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 200677535 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S & L Marx Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | S&LM | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | nancy m better | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $100,490,494 | 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 | $321,141 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $321,141 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,369,054 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,369,054 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $448,645 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,946,003 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $450,213 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $563,960 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $520,067 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,702,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,660,475 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $180,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $180,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,827 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,827 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $160,803 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $160,803 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $77,108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $620 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $947 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $16,386 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,386 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,385 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $3,385 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $229,664 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,760 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $115,421 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $681,120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $228,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $328,019 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,694,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,694,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,375,670 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $228,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,022,569 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,672,870 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,432,292 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,374,012 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,909,582 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,909,582 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $55,077,069 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,555,659 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $71,668,430 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,591,475 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,905,392 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,912,480 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,737 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,735 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $949 | LandBOYAmt |
| Land EOY | $2 | LandEOYAmt |
| Land EOYFMV | $2 | LandEOYFMVAmt |
| Total Assets BOY | $77,043,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,370,635 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $100,490,494 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $77,043,505 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,370,635 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $77,043,505 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,370,635 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,043,505 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,370,635 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $77,043,505 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,672,870 | ExcessRevenueOverExpensesAmt |
| Subtotal | $75,370,635 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $75,370,635 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $29,946,003 | $29,495,829 | $450,174 | $450,174 |
| Passthrough K1 Capital Gain/(Loss) | $39 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $450,213 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,709 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $47,709 | SubtotalAmt |
| Tax Based On Investment Income | $47,709 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $44,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $69 | EsPenaltyAmt |
| Tax Due | $3,678 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE FL 3 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| Laura Weintraub Beck | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Charles Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| David Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| James Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Nancy M Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Executive Dir, Sec | 40.0 | $180,000 | $0 | $0 |
| Sarah Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Sylvia Marx | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP Morgan Chase | |||||
| 270 PARK AVENUE | NEW YORK | NY | 10017 | Investment Mgmt | $160,803 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $102,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $69,698,368 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,018,729 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,917,345 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $99,634,442 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $99,634,442 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,494,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $98,139,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,906,996 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,906,996 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,709 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,709 | TotalTaxAmt |
| Distributable Before Adj | $4,859,287 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,859,287 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,859,287 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,022,569 | 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 | $5,022,569 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,859,287 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,717,065 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $5,022,569 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,717,065 | AppliedToYear1Amt |
| Applied To Current Year | $3,305,504 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,553,783 | 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 | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (136 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1898 FOUNDATION INC | |||||||
| 233 ANDERSON HILL RD PO BOX 2448 | PURCHASE | NY | 10577 | N/A | PC | scholarship fund and financial assistance to community | $2,500 |
| ABILIS INC | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | N/A | PC | General Operating Support of Abilis Programs | $5,000 |
| ADOPT A DOG INC | |||||||
| PO BOX 11135 | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $5,000 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | N/A | PC | Einstein Aging Study Research Program | $250,000 |
| ALLIANCE FOR CANCER GENE THERAPY INC | |||||||
| 96 CUMMINGS POINT RD | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $5,000 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | Dementia Care Coordination Program in New England | $75,000 |
| AMERICAN ASSOCIATION FOR CANCER RESEARCH | |||||||
| 615 CHESTNUT ST FL 17 | PHILADELPHIA | PA | 19106 | N/A | PC | Ovarian Cancer Research Fund | $1,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | Emergency Funds for Israel War | $5,000 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC | |||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | N/A | PC | Institute of Environmental Sciences Scholarship fund | $100,000 |
| ANDROSCOGGIN ALUMNI ASSOCIATION INC | |||||||
| 601 W ST | HARRISON | NY | 10528 | N/A | PC | Summer Camp Scholarship fund | $5,000 |
| ANTI-DEFAMATION LEAGUE - SOUTHWEST REGION | |||||||
| 4635 SW FREEWAY | HOUSTON | TX | 77027 | N/A | PC | Programs to Combat Antisemitism in the U.S. | $15,000 |
| AURELIA FOUNDATION | |||||||
| PO BOX 82 | PACIFIC PALISADES | CA | 90272 | N/A | PC | Creative Steps Day Program Arts Fund | $30,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | N/A | PC | Birthright Israel Fellows professional development program | $60,000 |
| Boys and Girls Club of Greenwich | |||||||
| 4 HORSENECK LN | Greenwich | CT | 06830 | N/A | PC | Strategic and Governance Consulting | $15,000 |
| Boys and Girls Club of Greenwich | |||||||
| 4 HORSENECK LN | Greenwich | CT | 06830 | N/A | PC | Art & STEAM Lab fund | $100,000 |
| Boys and Girls Club of Greenwich | |||||||
| 4 HORSENECK LN | Greenwich | CT | 06830 | N/A | PC | 2023 Youth of the Year event fund | $2,000 |
| BREAST CANCER ALLIANCE INC | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | Breast Cancer Research fund | $5,000 |
| BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 28 W 44TH ST STE 609 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $1,000 |
| BRUCE MUSEUM INC | |||||||
| 1 MUSEUM DR | GREENWICH | CT | 06830 | N/A | PC | new Woodshop/Exhibition Design Space fund | $50,000 |
| BRUNSWICK SCHOOL INC | |||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | PC | Brunswick Alumni Development Council fund | $2,000 |
| CAGV-EDUCATION FUND INC | |||||||
| PO BOX 123 | RIDGEFIELD | CT | 06877 | N/A | PC | Educational Programs to Combat Gun Violence | $10,000 |
| CAMPHILL VILLAGE U S A INC | |||||||
| 84 CAMPHILL VILLAGE RD | COPAKE | NY | 12516 | N/A | PC | Healing Plant Garden Workspace Building Project | $100,000 |
| CARAMOOR CENTER FOR MUSIC & THE ARTS INC | |||||||
| 149 GIRDLE RIDGE RD | KATONAH | NY | 10536 | N/A | PC | Music Education Programs | $3,000 |
| CHILD GUIDANCE CENTER OF SOUTHERN CT INC | |||||||
| 103 W BROAD ST | STAMFORD | CT | 06902 | N/A | PC | Outdoor Treatment and Family Respite Area | $125,000 |
| CHILDRENS LEARNING CENTERS OF FAIRFIELD COUNTY INC | |||||||
| 64 PALMERS HILL RD | STAMFORD | CT | 06902 | N/A | PC | Social & Emotional Learning and Family Engagement Initiatives | $75,000 |
| CHROMOSOME 18 REGISTRY AND RESEARCH SOCIETY | |||||||
| 7155 OAKRIDGE | SAN ANTONIO | TX | 78229 | N/A | PC | Scientific Research fund | $5,000 |
| CITY HARVEST INC | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | N/A | PC | anti-hunger programs | $3,000 |
| COFFEE FOR GOOD INC | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | workforce development program | $2,000 |
| COLGATE UNIVERSITY | |||||||
| 13 OAK DR | HAMILTON | NY | 13346 | N/A | PC | Colgate Annual Fund | $2,500 |
| COMMUNITY MINDFULNESS PROJECT INCORPORATED | |||||||
| 77 GOLF LN | RIDGEFIELD | CT | 06877 | N/A | PC | Expansion of CMP Programs | $10,000 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | N/A | PC | Alumni Fund | $1,000 |
| CONNECTICUT NEWS PROJECT INC | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | N/A | PC | local share of Report for America reporting interns | $25,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE STE 1100 N | BETHESDA | MD | 20814 | N/A | PC | Compass program for patient care assistance | $50,000 |
| FAIR HAVEN COMMUNITY HEALTH CLINIC INC | |||||||
| 374 GRAND AVE | NEW HAVEN | CT | 06513 | N/A | PC | Fair Haven Community Health Care facility support fund | $50,000 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | childcare and literacy programs | $10,000 |
| FAMILY LEGAL CARE INC | |||||||
| 55 BROADWAY STE 2002 | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $2,000 |
| FERNWOOD COVE FOUNDATION | |||||||
| 350 ISLAND POND RD | HARRISON | ME | 04040 | N/A | PC | camper scholarship fund | $1,000 |
| FIGURE SKATING IN HARLEM INC | |||||||
| 361 WEST 125TH ST 4TH FLOOR | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $1,000 |
| FILLING IN THE BLANKS INC | |||||||
| 346 MAIN AVE STE 3A | NORWALK | CT | 06851 | N/A | PC | anti-hunger programs | $2,500 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | N/A | PC | Support for IDF troops and their families | $5,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | N/A | PC | support for FIDF soldiers | $10,000 |
| FSHD SOCIETY | |||||||
| 75 NORTH MAIN ST 1073 | RANDOLPH | MA | 02368 | N/A | PC | clinical research fund | $5,000 |
| GATHER NEW HAVEN | |||||||
| 470 JAMES ST 007 | NEW HAVEN | CT | 06513 | N/A | PC | urban farm-based wellness program | $10,000 |
| GIGIS PLAYHOUSE INC | |||||||
| 1069 W GOLF RD | HOFFMAN ESTATES | IL | 60169 | N/A | PC | General & Unrestricted | $2,500 |
| GRAD BAG INC | |||||||
| PO BOX 605 | SCARSDALE | NY | 10583 | N/A | PC | student support programs | $2,500 |
| GRASSROOT SOCCER INC | |||||||
| PO BOX 632 | HANOVER | NH | 03755 | N/A | PC | General & Unrestricted | $2,500 |
| GREENWICH ACADEMY INC | |||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | STEM Faculty Professional Development Fund | $100,000 |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | PC | General and Unrestricted | $5,000 |
| GREENWICH HISTORICAL SOCIETY INC | |||||||
| 47 STRICKLAND RD | COS COB | CT | 06807 | N/A | PC | Annual Fund | $1,000 |
| GREENWICH HOSPITAL | |||||||
| 5 PERRYRIDGE RD | GREENWICH | CT | 06830 | N/A | PC | community wellness programs | $30,000 |
| GREENWICH LIBRARY | |||||||
| 101 W PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | Annual Fund | $5,000 |
| GREENWICH SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 35 | GREENWICH | CT | 06836 | N/A | PC | Greenwich performances and educational programs | $5,000 |
| HAND IN HAND AMERICAN FRIENDS OF CNTR FOR JEWISH-A | |||||||
| PO BOX 80102 | PORTLAND | OR | 97280 | N/A | PC | Community Programming Initiative | $12,500 |
| HARLEM ACADEMY | |||||||
| 655 ST NICHOLAS AVE | NEW YORK | NY | 10030 | N/A | PC | Teaching partnership with Harlem School of the Arts and Scholarship Fund | $20,000 |
| HARLEM ACADEMY | |||||||
| 655 ST NICHOLAS AVE | NEW YORK | NY | 10030 | N/A | PC | New School Facility fund | $100,000 |
| HARLEM LACROSSE AND LEADERSHIP CORPORATION | |||||||
| 8 W 126TH ST 3RD FL | NEW YORK | NY | 10027 | N/A | PC | student education programs | $3,500 |
| HARVARD BUSINESS SCHOOL | |||||||
| PO BOX 412275 | BOSTON | MA | 02241 | N/A | PC | Annual Fund | $5,000 |
| HOSPITAL FOR SPECIAL SURGERY FUND INC | |||||||
| 535 E 70TH ST | NEW YORK | NY | 10021 | N/A | PC | Musculoskeletal Research fund under the direction of Dr. Ugur Ayturk, PhD | $200,000 |
| IMPACT 100 FAIRFIELD COUNTY | |||||||
| PO BOX 7666 | GREENWICH | CT | 06836 | N/A | PC | 2023-2024 Funding Cycle | $3,000 |
| ISRAEL LACROSSE ASSOCIATION INC | |||||||
| 16 W 22ND ST | NEW YORK | NY | 10010 | N/A | PC | Israel Lacrosse Program | $10,000 |
| JEWISH BOARD OF FAMILY & CHILDRENS SERVICES INC | |||||||
| 135 WEST 50TH ST 6TH FLOOR | NEW YORK | NY | 10020 | N/A | PC | Social Work Residency program | $250,000 |
| JEWISH FAMILY SERVICES OF GREENWICH INC | |||||||
| 67 HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | Supermarket Shopping for Seniors Program | $5,000 |
| JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE | |||||||
| 80 WALL ST | NEW HAVEN | CT | 06511 | N/A | PC | General Operating Support | $10,000 |
| JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | Annual Fund | $5,000 |
| LAKE WARAMAUG TASK FORCE INC | |||||||
| 19 SACKETT HILL RD | WARREN | CT | 06754 | N/A | PC | General & Unrestricted | $10,000 |
| LARCHMONT TEMPLE INC | |||||||
| 75 LARCHMONT AVE | LARCHMONT | NY | 10538 | N/A | PC | General support for synagogue programs | $2,000 |
| LEO BAECK INSTITUTE INC | |||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $1,800 |
| LETS GET READY INC | |||||||
| 82 NASSAU ST 61819 | NEW YORK | NY | 10038 | N/A | PC | expansion of College Access and Success Program | $150,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| PO BOX 22443 | NEW YORK | NY | 10087 | N/A | PC | General Operating Support | $3,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| PO BOX 22443 | NEW YORK | NY | 10087 | N/A | PC | Leukemia & Lymphoma reseach programs | $3,000 |
| LIBERATION PROGRAMS INC | |||||||
| 339 W AVE | BRIDGEPORT | CT | 06604 | N/A | PC | General Operating Support | $3,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | |||||||
| PO BOX 22349 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $6,000 |
| LYMAN ALLYN ART MUSEUM INC | |||||||
| 625 WILLIAMS ST | NEW LONDON | CT | 06320 | N/A | PC | General & Unrestricted | $1,000 |
| MARLBORO SCHOOL OF MUSIC INC | |||||||
| 1528 WALNUT ST STE 301 | PHILADELPHIA | PA | 19102 | N/A | PC | Musicians from Marlboro Public Concert Series at Greenwich Library | $24,000 |
| MEETING STREET SCHOOLS | |||||||
| 200 MEETING ST SUITE 206 | CHARLESTON | SC | 29401 | N/A | PC | MSA Charleston's Outdoor Excursions and Expeditions fund | $1,000 |
| MERRITT PARKWAY CONSERVANCY INC | |||||||
| PO BOX 17072 | STAMFORD | CT | 06907 | N/A | PC | General & Unrestricted | $1,000 |
| METROPOLITAN OPERA GUILD INC | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | N/A | SO I | General Operating Support | $25,000 |
| MIANUS RIVER GORGE INC | |||||||
| 167 MIANUS RIVER RD | BEDFORD | NY | 10506 | N/A | PC | conservation of Mianus River Gorge property program | $5,000 |
| MORYS PRESERVATION INC | |||||||
| 306 YORK ST | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $1,000 |
| MOUNT SINAI SCHOOL OF MEDICINE OF NEW YORK UNIVERS | |||||||
| ONE GUSTAVE L LEVY PL BOX 1191 | NEW YORK | NY | 10029 | N/A | PC | palliative care programs | $5,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $3,000 |
| NEADS INC | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | PC | training of service dogs | $5,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK W | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | Annual Fund | $1,000 |
| NEW YORK UNIVERSITY | |||||||
| ONE PARK AVE 5TH FL | NEW YORK | NY | 10016 | N/A | PC | dermatology research fund | $5,000 |
| OLD ROAD FUND INC | |||||||
| 47 BEECHCROFT RD | GREENWICH | CT | 06830 | N/A | PC | Educational Programs | $5,000 |
| PANCREATIC CANCER ACTION NETWORK INC | |||||||
| 1500 ROSECRANS AVE STE 200 | MANHATTAN BCH | CA | 90266 | N/A | PC | General & Unrestricted | $5,000 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $5,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | N/A | PC | Annual Fund | $1,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | N/A | PC | Shorenstein Center Director's Initiative Fund | $5,000 |
| PURCHASE COLLEGE FOUNDATION | |||||||
| 735 ANDERSON HILL RD | PURCHASE | NY | 10577 | N/A | PC | Annual Fund | $1,000 |
| PUTNAM-INDIAN FIELD SCHOOL INC | |||||||
| 101 INDIAN FIELD RD | GREENWICH | CT | 06830 | N/A | PC | Annual Fund | $1,000 |
| READING TEAM INC | |||||||
| 40 W 135TH ST | NEW YORK | NY | 10037 | N/A | PC | Literacy support programs for K-5 students | $10,000 |
| ROYAL FAMILY PRODUCTIONS INC | |||||||
| 145 W 46TH ST 3 | NEW YORK | NY | 10036 | N/A | PC | theatrical productions and programs | $2,500 |
| SEEDS OF PEACE INC | |||||||
| PO BOX 70372 | NEWARK | NJ | 07101 | N/A | PC | youth educational programs | $5,000 |
| SHAKESPEARE ON THE SOUND INC | |||||||
| 33 HIGHLAND AVE | ROWAYTON | CT | 06853 | N/A | PC | Community Education Outreach Program | $15,000 |
| SHARP AGAIN NATURALLY INC | |||||||
| PO BOX 713 | LARCHMONT | NY | 10538 | N/A | PC | General & Unrestricted | $1,000 |
| SHARP AGAIN NATURALLY INC | |||||||
| PO BOX 713 | LARCHMONT | NY | 10538 | N/A | PC | Stay Sharp Coaching Program to Prevent Dementia | $15,000 |
| SHATTERPROOF A NONPROFIT CORP | |||||||
| 101 MERRITT 7 CORPORATE PARK 1ST FL | NORWALK | CT | 06851 | N/A | PC | Stigma Reduction Initiative | $10,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | anti-racism programs | $2,500 |
| SQUASH HAVEN INC | |||||||
| 33 DIXWELL AVE PMB 226 | NEW HAVEN | CT | 06511 | N/A | PC | education and sports programming | $10,000 |
| STAMFORD CENTER FOR THE ARTS INC | |||||||
| 61 ATLANTIC ST | STAMFORD | CT | 06901 | N/A | PC | arts programming and educational outreach | $7,500 |
| STANFORD UNIVERSITY - GSB | |||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | N/A | PC | BOLD Fellows Fund for Student Support | $250,000 |
| SUMMER CAMP INC | |||||||
| 8 CHURCH ST | BRIDGTON | ME | 04009 | N/A | PC | camper scholarship Fund | $5,000 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | N/A | PC | Financial Aid Endowment fund | $50,000 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | N/A | PC | Annual Fund | $1,000 |
| TEMPLE SHOLOM INC | |||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | Strategic Coaching Initiative | $11,250 |
| TEMPLE SHOLOM INC | |||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | Kol Nidre Fund | $10,000 |
| THAMES VALLEY MUSIC SCHOOL | |||||||
| 270 MOHEGAN AVECUMMINGS ART 216 | NEW LONDON | CT | 06320 | N/A | PC | music education programs | $3,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 20037 | N/A | PC | Annual Fund | $1,000 |
| THE CARNEGIE HALL CORPORATION | |||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $25,000 |
| THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGE | |||||||
| 815 S UTICA AVE | TULSA | OK | 74104 | N/A | PC | General & Unrestricted | $1,000 |
| THE GREENWICH LAND TRUST INC | |||||||
| 370 ROUND HILL RD | GREENWICH | CT | 06831 | N/A | PC | land conservation fund | $5,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | the American Wing fund | $5,000 |
| THE MORGAN LIBRARY & MUSEUM | |||||||
| 225 MADISON AVE | NEW YORK | NY | 10016 | N/A | PC | Annual Fund | $12,500 |
| THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC | |||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | N/A | PC | CureCloud Precision Medicine Research Program | $75,000 |
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN | |||||||
| 270 MADISON AVE 12TH FL | NEW YORK | NY | 10016 | N/A | PC | Annual Fund | $1,000 |
| THE TREVOR PROJECT INC | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | youth programs | $3,500 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | N/A | PC | Annual Fund | $10,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| PO BOX 1523 | NEW YORK | NY | 10008 | N/A | PC | Weinberg Family Cerebal Palsy Center | $3,000 |
| UJA FEDERATION OF GREENWICH | |||||||
| 1 HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | Israel Emergency Fund | $10,000 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | Alan G. Greenberg Young Leadership Award fund | $1,000 |
| WARREN LAND TRUST INC | |||||||
| 50 CEMETERY RD | WARREN | CT | 06754 | N/A | PC | land conservation fund | $1,000 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH ST NW STE 500 | WASHINGTON | DC | 20036 | N/A | PC | research and policy support fund | $15,000 |
| WATERSIDE SCHOOL INC | |||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | Charitable Event | $2,500 |
| WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTOR | |||||||
| 101 S INDEPENDENCE MALL E | PHILADELPHIA | PA | 19106 | N/A | PC | Annual Fund | $1,000 |
| WESTCHESTER JEWISH CENTER | |||||||
| 175 ROCKLAND AVE | MAMARONECK | NY | 10543 | N/A | PC | Rabbi's Discretionary Fund | $1,000 |
| WHOLESOME WAVE INC | |||||||
| PO BOX 3968 | BRIDGEPORT | CT | 06605 | N/A | PC | Fruit and Vegetable Prescription Program | $3,500 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | Annual Fund | $1,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | Tutorial Endowment fund | $150,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Robert Blocker Scholarship Fund to provide financial aid to students within the Yale School of Music | $125,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale Parents Annual Fund | $5,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 7611 | NEW HAVEN | CT | 06519 | N/A | PC | Cancer Research fund | $10,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Data Science Library fund | $1,500,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale Lacrosse Association | $10,000 |
| YALE UNIVERSITY ART GALLERY | |||||||
| PO BOX 208271 | NEW HAVEN | CT | 06520 | N/A | PC | exhibitions and education programs | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,694,550 | 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 | $321,141 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,369,054 | 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) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,568 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $450,213 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $43,893 | 14 | $512,908 |
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $95 | ||
| CLOSING INTEREST INC - RMWC | 14 | $653 | ||
| INT INCOME - PFICS | 14 | $6,411 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $42,325 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,660,475 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,702,800 | TotalIncomeProducingActyAmt |
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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER - MARX | PropertyDesc |
| Acquired | 2019-06-01 | AcquiredDt |
| Cost Or Other Basis | $4,737 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $3,788 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5 | LifeRt |
| Current Year Expense | $947 | CurrentYearExpenseAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM 926 | FORM 926 | The Foundation has prepared forms 926 to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
| PART I LINE 6A | PART I LINE 6A (990-PF) | RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $450,213 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $(1,568) TOTAL PART I, LINE 6A: $448,645 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $29,946,003 BOOK BASIS: $29,495,829 NET GAIN/(LOSS): $450,174 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $39 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $395,681 | $3,581,058 |
| BERKSHIRE HATHAWAY INC DEL CL | $219,968 | $1,627,875 |
| BERKSHIRE HATHAWAY INC. CLASS | $510,677 | $1,426,640 |
| BLACKROCK HIGH YIELD BOND PORT | $1,249,851 | $1,151,037 |
| COHEN & STEERS REAL ESTATE SEC | $2,228,676 | $1,770,846 |
| DODGE & COX INCOME FUND | $1,242,211 | $1,282,965 |
| EDGEWOOD GROWTH FUND INSTI | $1,134,197 | $1,148,154 |
| FIDELITY 500 INDEX FUND | $12,929,409 | $21,065,602 |
| FS KKR CAPITAL CORP | $2,525,858 | $2,560,713 |
| GOLDMAN SACHS BDC INC | $5,126,528 | $5,150,178 |
| INVESCO QQQ TRUST | $2,121,467 | $2,813,812 |
| INVESCO S&P 500 EQUAL WEIGHT E | $1,823,261 | $1,893,127 |
| ISHARES NASDAQ BIOTECHNOLOGY | $492,281 | $490,690 |
| ISHARES TR S & P MIDCAP 400 IN | $2,479,314 | $2,633,202 |
| ISHARESLEHMAN 7-10YR | $1,026,104 | $1,010,167 |
| JPMORGAN MANAGED INCOME FUND I | $671,588 | $670,249 |
| MARKET VECTORS - GOLD MINERS E | $444,474 | $418,666 |
| MICROSOFT CORP | $400,938 | $3,760,400 |
| OIL SVC HLDRS TR | $654,947 | $970,345 |
| OWL ROCK CAPITAL ORD SHS | $2,522,488 | $2,748,504 |
| PARNASSUS EQUITY INCOME FUND I | $2,739,453 | $3,805,646 |
| PIMCO TOTAL RETURN FUND | $1,210,224 | $1,215,516 |
| SCHWAB US TIPS | $489,766 | $417,391 |
| SELECT SECTOR SPDR-HEALTH CARE | $1,021,810 | $1,249,923 |
| SL GREEN RLTY CORP PFD SER I - | $87,824 | $84,360 |
| VANGUARD TOTAL BOND MARKET IND | $6,806,664 | $6,721,364 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|
| 17 WEST ORANGE REALTY CO | $613,017 | |
| 26 EAST REALTY CORPORATION | $955,500 | |
| ARGIN REALTY CO., INC | $777,312 | |
| CLAYTON, DUBILIER & RICE FUND | $2,565,996 | $2,459,339 |
| CRP VIII (CARLYLE) PRVT INV OF | $530,350 | $306,725 |
| DARB REALTY CORPORATION | $56,011 | |
| ELMONT JOINT VENTURE | $15,042 | $8,204 |
| FORT LEE JOINT VENTURE | $5,594 | $5,364 |
| GENERAL ATLANTIC INV PRTNRS SC | $1,877,955 | $2,435,340 |
| ITHACA JOINT VENTURE | $15,656 | $6,576 |
| KESMAR REALTY CO., INC | $277,336 | |
| KINNEY HYBLA JOINT VENTURE | $44,100 | $3,065 |
| KOHLBERG PARTNERS IX, LP | $6,835,909 | $4,136,734 |
| KOHLBERG PARTNERS X, LP | ||
| MADISON SYNDICATE | $2,608 | $851 |
| MANASSAS JOINT VENTURE | $24,754 | $6,339 |
| MELCO HYBLA JOINT VENTURE | $34,259 | $9,974 |
| MONTCAN REALTY CO., INC | $114,667 | |
| NEWBURY STREET PARTNERS | $36,462 | $21,154 |
| PETERS LAND SYNDICATE | $28,436 | $18,968 |
| RMWC DIRECT LENDING OPPORTUNIT | $4,155,037 | $4,128,301 |
| SEAFORD JOINT VENTURE | $13,411 | $2,461 |
| SLP VI PRIVATE INVESTORS OFFSH | $2,908,131 | $2,351,713 |
| STATE COLLEGE JOINT VENTURE | $24,937 | $4,284 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER - MARX | CategoryOrItemTxt |
| Cost Or Other Basis | $4,737 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $4,735 | AccumulatedDepreciationAmt |
| Book Value | $2 | BookValueAmt |
| EOYFMV | $2 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $102,923 | $102,923 | |
| Cell Phone Expense | $6,742 | $6,742 | |
| Computers/Electronic Devices | $1,387 | $1,387 | |
| Digital Subscriptions | $266 | $266 | |
| Foundation Dues & Memberships | $815 | $815 | |
| K-1 Exp KOHLBERG PARTNERS IX, | $47,980 | $604 | |
| K-1 Exp KOHLBERG PARTNERS X, L | $107 | ||
| K-1 Exp RMWC DIRECT LENDING OP | $66,156 | $66,156 | |
| Office Supplies | $56 | $56 | |
| Payroll Processing Fees | $1,989 | $1,989 | |
| Postage/Delivery Service | $1,193 | $1,193 | |
| State or Local Filing Fees | $50 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ELMONT JOINT VENTURE | $2,691 | $2,691 |
| K-1 Inc/Loss FORT LEE JOINT VENTURE | $803 | $803 |
| K-1 Inc/Loss ITHACA JOINT VENTURE | $763 | $763 |
| K-1 Inc/Loss KINNEY HYBLA JOINT VENTURE | -$501 | -$501 |
| K-1 Inc/Loss KOHLBERG PARTNERS IX, LP | $50,736 | $6,843 |
| K-1 Inc/Loss KOHLBERG PARTNERS X, LP | $107 | $107 |
| K-1 Inc/Loss MADISON SYNDICATE | $466 | $466 |
| K-1 Inc/Loss MANASSAS JOINT VENTURE | $3,117 | $3,117 |
| K-1 Inc/Loss MELCO HYBLA JOINT VENTURE | $3,532 | $3,532 |
| K-1 Inc/Loss NEWBURY STREET PARTNERS | $6,440 | $6,440 |
| K-1 Inc/Loss PETERS LAND SYNDICATE | $3,710 | $3,710 |
| K-1 Inc/Loss RMWC DIRECT LENDING OPPORTUNITIES FU | $482,804 | $482,804 |
| K-1 Inc/Loss SEAFORD JOINT VENTURE | $1,261 | $1,261 |
| K-1 Inc/Loss STATE COLLEGE JOINT VENTURE | $872 | $872 |
| Class Action Lawsuit Proceeds | $95 | $95 |
| CLOSING INTEREST INC - RMWC | $653 | $653 |
| INT INCOME - PFICS | $6,411 | $6,411 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $160,803 | Amt |
| Net Investment Income | $160,803 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $40,000 | |
| 990-PF Excise Tax for 2022 | $3,014 | |
| 990-PF Extension for 2022 | $29,100 | |
| 990-T Extension for 2022 | $3,000 | |
| Foreign Tax Paid | $620 | $620 |
| STATE INCOME TAX 2022 | $1,374 |