THE TEDDY BALKIND CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE TEDDY BALKIND CHARITABLE FOUNDATION (EIN 87-4537086)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349102465
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Sales Of Inventory List
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T12:19:56-06:00 | 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 | 874537086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Teddy Balkind Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TEDD | 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 | jonathan balkind | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-11-11 | 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 | $879,491 | 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 | $196,197 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,539 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,539 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,311 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$94 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $55,120 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $85,885 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$30,765 | GrossProfitRevAndExpnssAmt |
| Total Rev And Expnss | $186,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,850 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $18,834 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,314 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,520 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,314 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,520 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,314 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $91,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,536 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $693,973 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $115,899 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $115,899 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $65,308 | CorporateStockBOYAmt |
| Corporate Stock EOY | $734,536 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $763,592 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $759,281 | TotalAssetsBOYAmt |
| Total Assets EOY | $850,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $879,491 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $759,281 | RetainedEarningBOYAmt |
| Retained Earning EOY | $850,435 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $759,281 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $850,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $759,281 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $850,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $759,281 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $91,154 | ExcessRevenueOverExpensesAmt |
| Subtotal | $850,435 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $850,435 | 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 | $90,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $90,094 | CostOrOtherBasisAmt |
| Gain Or Loss | -$94 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$94 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$94 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $216 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $216 | SubtotalAmt |
| Tax Based On Investment Income | $216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $91 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $291 | TotalPaymentsAndCreditsAmt |
| Overpayment | $75 | OverpaymentAmt |
| Applied To ES Tax | $75 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Jonathan B Balkind | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Karey J Balkind | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Leslie B Balkind | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Sara K Balkind Adler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Rand M Eyberg | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Denis M Manelski | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Peter McGeough | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 1.0 | $0 | $0 | $0 |
| Ken Walton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| 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 | $422,161 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $404,827 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $826,988 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $826,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $814,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,729 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,729 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $216 | TotalTaxAmt |
| Distributable Before Adj | $40,513 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,513 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,513 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,520 | 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 | $89,520 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,513 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,228 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $89,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,228 | AppliedToYear1Amt |
| Applied To Current Year | $40,513 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,779 | RemainingDistriFromCorpusAmt |
| Total Corpus | $34,779 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $10,250 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov To Next Yr | $24,529 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $34,779 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jonathan B Balkind | ContributingManagerNm |
| Contributing Manager | Leslie B Balkind | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CAMPING ASSOCIATION INC | |||||||
| 5000 STATE RD 67 N | MARTINSVILLE | IN | 46151 | N/A | PC | General & Unrestricted | $8,500 |
| FILLING IN THE BLANKS INC | |||||||
| 346 MAIN AVE STE 3A | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $1,000 |
| NEW CANAAN MOUNTED TROOP INC | |||||||
| 22 CARTER ST | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $1,000 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHERN CONNECTICUT STORM SPECIALHOCKEY INC | |||||||
| PO BOX 110331 | TRUMBULL | CT | 06611 | N/A | PC | General & Unrestricted | $1,000 |
| ST LUKES FOUNDATION INC | |||||||
| 377 N WILTON RD | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $60,000 |
| TOWN OF WILTON | |||||||
| 238 DANBURY RD | WILTON | CT | 06897 | N/A | GOV | General & Unrestricted | $1,000 |
| VERMONT MOUNTAIN BIKE ADVOCATE INC | |||||||
| PO BOX 3722 | STOWE | VT | 05672 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,000 | 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 | $1,539 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,311 | 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 | -$94 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$30,765 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$10,009 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$10,009 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (17 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Aimee Mueller | |||||||
| 1 | c/o Aimee Mueller 24 Douglas Road | New Canaan | CT | 06840 | $5,000 | Yes (X) | |
| ARCHERGROUP INVESTMENTS LTD | |||||||
| 2 | c/o Accounting 201 COGNEWAUGH ROAD | COS COB | CT | 068071505 | $9,445 | Yes (X) | |
| Balkind Jonathan B | |||||||
| 3 | 3 Crockett Street | Norwalk | CT | 06853 | $25,000 | Yes (X) | |
| Balyasny Dmitry | |||||||
| 4 | PO Box 1001 | Wilson | WY | 83014 | $10,000 | Yes (X) | |
| Delucia Family Foundation | |||||||
| 5 | c/o Attn David Delucia 1 Runkenhag | Darien | CT | 06820 | $10,000 | Yes (X) | |
| Denis Manelski | |||||||
| 6 | c/o Denis Manelski 1925 Sears Cv | Vero Beach | FL | 32963 | $10,000 | Yes (X) | |
| Dmitry Balyasny | |||||||
| 7 | c/o Dmitry Balyasny 444 West Lake | Chicago | IL | 60606 | $15,000 | Yes (X) | |
| Evercore ISI | |||||||
| 8 | c/o Finance Department 55 E 52nd S | New York | NY | 10055 | $5,000 | Yes (X) | |
| Jon Liebergall | |||||||
| 9 | c/o Jon Liebergall 25 Legare Stree | Charleston | SC | 29401 | $5,000 | Yes (X) | |
| Maltese Capital Management LLC | |||||||
| 10 | c/o Scott Donnelly Chief Financial | New York | NY | 10022 | $5,000 | Yes (X) | |
| Michael Fredericks | |||||||
| 11 | c/o Michael Fredericks 81 Windrow | New Canaan | CT | 06840 | $15,000 | Yes (X) | |
| Morris Bradley and Amy | |||||||
| 12 | 71 Woodford Hills Dr | Avon | CT | 06001 | $10,000 | Yes (X) | |
| Peter McGeough | |||||||
| 13 | c/o Peter McGeough 41 Second Stree | NEWPORT | RI | 02840 | $10,000 | Yes (X) | |
| Peter Ozzimo | |||||||
| 14 | c/o Peter Ozzimo 23 Hales Avenue | Staten Island | NY | 10312 | $5,000 | Yes (X) | |
| Santemma Jon | |||||||
| 15 | 333 West End Ave APT 14A | New York | NY | 10023 | $5,000 | Yes (X) | |
| Thomas Sapio | |||||||
| 16 | c/o Thomas Sapio 91 Stephen Mather | Darien | CT | 06820 | $5,000 | Yes (X) | |
| William De Riso | |||||||
| 17 | c/o William De Riso 10 Point O Woo | Darien | CT | 06820 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | THE BLACKSTONE GROUP INC CL A BX, 100 sh. | NoncashPropertyDesc |
| Fair Market Value | $9,445 | FairMarketValueAmt |
| Received | 2023-02-16 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Out of corpus | IdentifierTxt |
| Form And Line Reference | Form 990PF, Part XII, lines 7 & 4 | FormAndLineReferenceDesc |
| Medium Explanation | Form 990PF, Part XII, Lines 4a & 7 ----------------------------------- The total amount reported in Part XII, line 7 encompasses contributions from nonoperating foundations for the years 2022 and 2023, which should be classified as out of corpus distributions, inclusive of $250 from the 2022 distribution amounts. Additionally, prior year qualifying carryover distributions have been restated to reflect fundraising activity from the previous year that was not known at the time the original return was prepared. The foundation would not have been subject to an underdistribution penalty under Sec 4942 had the additional activity been reflected. Therefore, the foundation has chosen not to amend Form 990-PF for tax year 2022. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $5,220 | $5,776 |
| KKR & CO INC | $51,456 | $75,394 |
| MORGAN STANLEY | $7,398 | $7,460 |
| MORGAN STANLEY INST ULTRA SHOR | $659,913 | $660,561 |
| THE BLACKSTONE GROUP INC CL A | $10,549 | $14,401 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $9,787 | $9,787 | |
| Bank Charges | $5,314 | $5,314 | |
| Fundraising Event | $0 | ||
| Miscellaneous | $3,708 | $3,708 | |
| State or Local Filing Fees | $25 | $25 |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FUNDRAISING EVENT REVENUE | CategoryTxt |
| Gross Sales | $55,120 | GrossSalesAmt |
| Net | $55,120 | NetAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Balkind Jonathan B | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Crockett Street | AddressLine1Txt |
| City | Norwalk | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06853 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Extension for 2022 | CategoryTxt |
| Amt | $200 | Amt |