2024-10-10T15:36:53-05:00 2023-11-30 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990PF 2022-12-01 066439895 THE SAMBERG FAMILY FOUNDATION SAMB 9144017045 77 BEDFORD ROAD KATONAH NY 10536 ARYEH DAVIS DIRECTOR 9144017045 2024-10-10 1 1 SCOTT THOMPSETT P00741490 2125990100 2022 2024-10-15 13:58:12Z X 20103595 X X 9295 9295 18570 18570 75098 75098 75098 -154632 39074 0 -51669 142037 0 0 0 0 0 26288 10144 0 13144 250 0 0 0 1845 0 0 1845 65135 57041 0 8094 93518 67185 0 23083 4546000 4546000 4639518 67185 0 4569083 -4691187 74852 0 385378 111886 111886 20864034 19991709 19991709 21249412 20103595 20103595 8400000 12665000 8400000 12665000 X 0 0 0 0 12849412 7438595 12849412 7438595 21249412 20103595 12849412 -4691187 139935 8298160 859565 7438595 LONG TERM CAPITAL GAIN ON LP INVESTMENTS P 75098 75098 75098 75098 0 1040 0 1040 0 1040 108487 0 0 0 108487 0 107447 107447 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA NY 1 0 0 0 0 1 N/A REBECCA SAMBERG 9144017045 77 BEDFORD ROAD KATONAH NY 10536 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARYEH DAVIS 77 BEDFORD ROAD KATONAH NY 10536 DIRECTOR 5.00 0 0 0 REBECCA SAMBERG 77 BEDFORD ROAD KATONAH NY 10536 CORPORATE DIRECTOR 5.00 0 0 0 LAURA SAMBERG FAINO 77 BEDFORD ROAD KATONAH NY 10536 CORPORATE DIRECTOR 5.00 0 0 0 JEFFREY S SAMBERG 77 BEDFORD ROAD KATONAH NY 10536 CORPORATE DIRECTOR 5.00 0 0 0 JOSEPH D SAMBERG 77 BEDFORD ROAD KATONAH NY 10536 CORPORATE DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 0 19946528 264526 0 20211054 0 0 20211054 303166 19907888 995394 995394 1040 1040 994354 0 994354 0 994354 4569083 0 4569083 994354 0 0 9816997 5404839 5537866 5082295 4946625 30788622 4569083 0 0 0 994354 3574729 0 0 34363351 0 0 0 0 0 0 9816997 24546354 5404839 5537866 5082295 4946625 3574729 ARYEH DAVIS X BLUE MERIDIAN PARTNERS INC 477 MADISON AVENUE 6TH FLOOR NEW YORK NY 10022 N/A PC TO FUND PROGRAMS THAT AID THE IMPOVERISHED AND NEEDY. 4546000 4546000 0 14 9295 14 18570 18 75098 ORDINARY LOSSES/GAINS FROM LP INVESTMENTS 523000 -193706 18 39074 -193706 142037 0 -51669 0 0 0 0 0 0 0 0 0 0 GRANT THORNTON LLP 26288 10144 0 13144 FORM 990-PF, ADDITIONAL INFORMATION TO SUPPORT ITS GRANTMAKING INITIATIVES, THE FOUNDATION HAS ENTERED INTO SEVERAL NON-INTEREST BEARING LOANS WITH ITS FOUNDER. THE FOUNDATION HAS LONG BEEN COMMITTED TO EXPENDING MORE THAN THE MINIMUM 5% OF ITS NON-CHARITABLE USE ASSETS EACH YEAR; IN FACT, IN FISCAL YEAR 2023, THE FOUNDATION DISTRIBUTED APPROXIMATELY 22% OF ITS NON-CHARITABLE USE ASSETS, A LEVEL OF GIVING THAT IS VIRTUALLY UNPRECEDENTED IN THE FOUNDATION SPACE. THE FOUNDER COMMITTED TO MAKING THESE NON-INTEREST BEARING LOANS TO FACILITATE THE FOUNDATION'S EXTRAORDINARY LEVEL OF CHARITABLE GIVING WHILE ALLOWING IT TO PRESERVE ITS ASSETS (MOST OF WHICH IS HELD IN ILLIQUID FUNDS). THE FOUNDATION ADJUSTED ITS BEGINNING OF THE YEAR BALANCE SHEET FOR THE YEAR ENDING NOVEMBER 30, 2022 TO ACCURATELY REFLECT THE FOUNDATION'S ASSETS AND LIABILITIES (WHICH WERE INADVERTENTLY PRESENTED INCORRECTLY ON THE PRIOR YEAR RETURN). THE MODIFICATION OF THE BALANCE SHEET HAD NO IMPACT TO THE FOUNDATION'S MINIMUM INVESTMENT RETURN, ITS ANNUAL REQUIRED ANNUAL DISTRIBUTION AMOUNT OR ITS TAX LIABILITY FOR EITHER 2022 OR 2023; THE MODIFICATION IS FOR PRESENTATIONAL PURPOSES ONLY. ENERGY & NATURAL RESOURCES FMV 10887061 10887061 LIMITED PARTNERSHIPS FMV 4660591 4660591 VENTURE CAPITAL FUNDS FMV 4444057 4444057 PRIOR PERIOD ADJUSTMENT 859565 EXPENSES FROM LP INVESTMENTS 41078 41078 0 0 MANAGEMENT FEES 15963 15963 0 0 INSURANCE EXPENSE 4581 0 0 4581 TELEPHONE/INTERNET 2122 0 0 2122 OFFICE EXPENSE 694 0 0 694 FILING FEES 672 0 0 672 NYS DEPT OF LAW FILING FEE 25 0 0 25 ORDINARY LOSSES/GAINS FROM LP INVESTMENTS -154632 39074 0 BAD DEBT WRITE OFF 139935 STATE INCOME TAXES 250 0 0 0