CJM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CJM FOUNDATION (EIN 13-7105559)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349104680
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T12:56:34-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562356978 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OGDEN CAP PROPERTIES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MADISON AVENUE SUITE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 137105559 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CJM FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ABIGAIL BLACK ELBAUM TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CJMF | BusinessNameControlTxt |
| Phone | 2123392100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MADISON AVENUE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABIGAIL BLACK ELBAUM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123392100 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01877591 | PTIN |
| Phone | 2123392100 | 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 | $6,042,519 | 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 | $2,152,923 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $124,039 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $124,039 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $183,745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $161,469 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$21,460 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,574 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,439,247 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,508 | 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 |
| Interest Rev And Expnss | $162 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $162 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,396 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $90 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,055 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,799 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,613 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,475,666 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,475,666 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,512,279 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,476,166 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $267,457 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,393,013 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,185,396 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,185,396 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,975 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,669 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,669 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $107,280 | CorporateStockBOYAmt |
| Corporate Stock EOY | $107,165 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $240,996 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,945,931 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,081,937 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,613,458 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,450,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,377,167 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,042,519 | 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 | $6,450,199 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,377,167 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,450,199 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,377,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,450,199 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,377,167 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,450,199 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,032 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,377,167 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,377,167 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| OGDEN CAP ASSOCIATES LLC | P | 2023-12-31 | $2,527 | $2,527 | $2,527 | |
| OGDEN CAP ASSOCIATES LLC | P | 2023-12-31 | -$23,918 | -$23,918 | $23,918 | |
| 0.6667 SH OF GE HEALTHCARE TECHNOLOGIES | P | 2023-01-25 | $47 | -$69 | -$69 | $116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$21,460 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,718 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,718 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,718 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,669 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,169 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $451 | OverpaymentAmt |
| Applied To ES Tax | $451 | 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 | FIONA LEE CO OGDEN CAP PROPERT | IndividualWithBooksNm |
| Phone | 2123392100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MADISON AVENUE SUITE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ABIGAIL BLACK ELBAUM | ||||||||
| 545 MADISON AVENUE 6TH FL | NEW YORK | NY | 10022 | TRUSTEE AS REQUIRED | 0.00 | $0 | $0 | $0 |
| JOANNA MILSTEIN | ||||||||
| 545 MADISON AVENUE 6TH FL | NEW YORK | NY | 10022 | TRUSTEE AS REQUIRED | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $3,713,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,506,674 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,774 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,223,950 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,223,950 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,115,591 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $355,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $355,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,718 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,718 | TotalTaxAmt |
| Distributable Before Adj | $352,062 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $352,062 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $352,062 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,476,166 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,476,166 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $352,062 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,360,722 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $976,792 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,273,243 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $661,510 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,182,099 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,454,366 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,476,166 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $352,062 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,124,104 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,578,470 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,360,722 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,217,748 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $976,792 | ExcessFromYear4Amt |
| Excess From Year3 | $2,273,243 | ExcessFromYear3Amt |
| Excess From Year2 | $661,510 | ExcessFromYear2Amt |
| Excess From Year1 | $2,182,099 | ExcessFromYear1Amt |
| Excess From Current Year | $2,124,104 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRENCH AMERICAN CULTURAL FOUNDATION | ||||||
| 3101 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | PC | PUBLIC CHARITY | $150,000 |
| DOG TAG BAKERY | ||||||
| 3206 GRACE STREET NW | WASHINGTON | DC | 20007 | PC | PUBLIC CHARITY | $100,000 |
| DOG TAG BAKERY | ||||||
| 3206 GRACE STREET NW | WASHINGTON | DC | 20007 | PC | PUBLIC CHARITY | $50,000 |
| FOUNDATION SWEET SUCCESS | ||||||
| 545 MADISON AVENUE 6FL | NEW YORK | NY | 10022 | PC | PUBLIC CHARITY | $50,000 |
| FOUNDATION SWEET SUCCESS | ||||||
| 545 MADISON AVENUE 6FL | NEW YORK | NY | 10022 | PC | PUBLIC CHARITY | $75,000 |
| FOUNDATION SWEET SUCCESS | ||||||
| 545 MADISON AVENUE 6FL | NEW YORK | NY | 10022 | PC | PUBLIC CHARITY | $50,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | PC | PUBLIC CHARITY | $100,000 |
| BLUE STAR FAMILIES | ||||||
| 441 SAXONY THE HIVE/BARN 2 | ENCINITAS | CA | 92024 | PC | PUBLIC CHARITY | $50,000 |
| DOG TAG BAKERY | ||||||
| 3206 GRACE STREET NW | WASHINGTON | DC | 20007 | PC | PUBLIC CHARITY | $50,000 |
| FRENCH AMERICAN CULTURAL FOUNDATION | ||||||
| 3101 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | PC | PUBLIC CHARITY | $150,000 |
| ENGAGE PROMOTING WOMEN'S ECONOMIC SECURITY | ||||||
| 1025 CONNECTICUT AVE NW SUITE 1210 | WASHINGTON | DC | 20036 | PC | PUBLIC CHARITY | $25,000 |
| FOUNDATION SWEET SUCCESS | ||||||
| 545 MADISON AVENUE 6FL | NEW YORK | NY | 10022 | PC | PUBLIC CHARITY | $50,000 |
| FOUNDATION SWEET SUCCESS | ||||||
| 545 MADISON AVENUE 6FL | NEW YORK | NY | 10022 | PC | PUBLIC CHARITY | $25,000 |
| DOG TAG BAKERY | ||||||
| 3206 GRACE STREET NW | WASHINGTON | DC | 20007 | PC | PUBLIC CHARITY | $50,000 |
| CONGREGATION EMANU-EL OF THE CITY OF NEW YORK | ||||||
| ONE EAST 65TH STREET | NEW YORK | NY | 10065 | PC | PUBLIC CHARITY | $334,000 |
| NYU LANGONE HOSPITALS | ||||||
| ONE PARK AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | PC | PUBLIC CHARITY | $1,166,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,475,666 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,039 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,745 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$21,460 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $286,324 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $286,324 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VLM CHARITABLE LEAD ANNUITY TR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MADISON AVENUE SUITE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,152,923 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| FOUNDATION SWEET SUCCESS EIN 34-2039917 | |||||||||
| 545 MADISON AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | 2017-03-31 | $220,000 | TO PROVIDE FINANCIAL SUPPORT TO ENABLE FOUNDATION SWEET SUCCESS, INC. TO EXPAND ITS FUNDING OF IRC SECTION 501(C)(3) PUBLIC CHARITIES, A PURPOSE AND FUNCTION CONSTITUTING THE BASIS FOR ITS EXEMPTION FROM TAX. | $151,298 | DECEMBER 31, 2017 | FOUNDATION SWEET SUCCESS, INC ANNUAL ACCOUNTING PERIOD IS THE CALENDER YEAR. ACCORDINGLY, ALL FINANCIAL RECORDS ARE KEPT AND REPORTS PREPARED ON THE BASIS OF SUCH FISCAL YEAR. IN ITS CALENDAR YEAR 2023 ALL AMOUNTS DISBURSED BY FOUNDATION SWEET SUCCESS WERE FOR CHARITABLE PURPOSES; AND ALL CHARITABLE GRANTS MADE WERE ONLY TO IRC SECTION 501(C)(3) PUBLIC CHARITIES. |
| FOUNDATION SWEET SUCCESS EIN 34-2039917 | |||||||||
| 545 MADISON AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | 2018-11-30 | $300,000 | TO PROVIDE FINANCIAL SUPPORT TO ENABLE FOUNDATION SWEET SUCCESS, INC. TO EXPAND ITS FUNDING OF IRC SECTION 501(C)(3) PUBLIC CHARITIES, A PURPOSE AND FUNCTION CONSTITUTING THE BASIS FOR ITS EXEMPTION FROM TAX. | DECEMBER 31, 2018 | FOUNDATION SWEET SUCCESS, INC ANNUAL ACCOUNTING PERIOD IS THE CALENDER YEAR. ACCORDINGLY, ALL FINANCIAL RECORDS ARE KEPT AND REPORTS PREPARED ON THE BASIS OF SUCH FISCAL YEAR. IN ITS CALENDAR YEAR 2023 ALL AMOUNTS DISBURSED BY FOUNDATION SWEET SUCCESS WERE FOR CHARITABLE PURPOSES; AND ALL CHARITABLE GRANTS MADE WERE ONLY TO IRC SECTION 501(C)(3) PUBLIC CHARITIES. | |
| FOUNDATION SWEET SUCCESS EIN 34-2039917 | |||||||||
| 545 MADISON AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | 2019-12-31 | $276,129 | TO PROVIDE FINANCIAL SUPPORT TO ENABLE FOUNDATION SWEET SUCCESS, INC. TO EXPAND ITS FUNDING OF IRC SECTION 501(C)(3) PUBLIC CHARITIES, A PURPOSE AND FUNCTION CONSTITUTING THE BASIS FOR ITS EXEMPTION FROM TAX. | DECEMBER 31, 2019 | FOUNDATION SWEET SUCCESS, INC ANNUAL ACCOUNTING PERIOD IS THE CALENDER YEAR. ACCORDINGLY, ALL FINANCIAL RECORDS ARE KEPT AND REPORTS PREPARED ON THE BASIS OF SUCH FISCAL YEAR. IN ITS CALENDAR YEAR 2023 ALL AMOUNTS DISBURSED BY FOUNDATION SWEET SUCCESS WERE FOR CHARITABLE PURPOSES; AND ALL CHARITABLE GRANTS MADE WERE ONLY TO IRC SECTION 501(C)(3) PUBLIC CHARITIES. | |
| FOUNDATION SWEET SUCCESS EIN 34-2039917 | |||||||||
| 545 MADISON AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | 2020-12-31 | $275,000 | TO PROVIDE FINANCIAL SUPPORT TO ENABLE FOUNDATION SWEET SUCCESS, INC. TO EXPAND ITS FUNDING OF IRC SECTION 501(C)(3) PUBLIC CHARITIES, A PURPOSE AND FUNCTION CONSTITUTING THE BASIS FOR ITS EXEMPTION FROM TAX. | DECEMBER 31, 2020 | FOUNDATION SWEET SUCCESS, INC ANNUAL ACCOUNTING PERIOD IS THE CALENDER YEAR. ACCORDINGLY, ALL FINANCIAL RECORDS ARE KEPT AND REPORTS PREPARED ON THE BASIS OF SUCH FISCAL YEAR. IN ITS CALENDAR YEAR 2023 ALL AMOUNTS DISBURSED BY FOUNDATION SWEET SUCCESS WERE FOR CHARITABLE PURPOSES; AND ALL CHARITABLE GRANTS MADE WERE ONLY TO IRC SECTION 501(C)(3) PUBLIC CHARITIES. | |
| FOUNDATION SWEET SUCCESS EIN 34-2039917 | |||||||||
| 545 MADISON AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | 2021-12-31 | $175,000 | TO PROVIDE FINANCIAL SUPPORT TO ENABLE FOUNDATION SWEET SUCCESS, INC. TO EXPAND ITS FUNDING OF IRC SECTION 501(C)(3) PUBLIC CHARITIES, A PURPOSE AND FUNCTION CONSTITUTING THE BASIS FOR ITS EXEMPTION FROM TAX. | DECEMBER 31, 2021 | FOUNDATION SWEET SUCCESS, INC ANNUAL ACCOUNTING PERIOD IS THE CALENDER YEAR. ACCORDINGLY, ALL FINANCIAL RECORDS ARE KEPT AND REPORTS PREPARED ON THE BASIS OF SUCH FISCAL YEAR. IN ITS CALENDAR YEAR 2023 ALL AMOUNTS DISBURSED BY FOUNDATION SWEET SUCCESS WERE FOR CHARITABLE PURPOSES; AND ALL CHARITABLE GRANTS MADE WERE ONLY TO IRC SECTION 501(C)(3) PUBLIC CHARITIES. | |
| FOUNDATION SWEET SUCCESS EIN 34-2039917 | |||||||||
| 545 MADISON AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | 2022-12-31 | $200,000 | TO PROVIDE FINANCIAL SUPPORT TO ENABLE FOUNDATION SWEET SUCCESS, INC. TO EXPAND ITS FUNDING OF IRC SECTION 501(C)(3) PUBLIC CHARITIES, A PURPOSE AND FUNCTION CONSTITUTING THE BASIS FOR ITS EXEMPTION FROM TAX. | DECEMBER 31, 2022 | FOUNDATION SWEET SUCCESS, INC ANNUAL ACCOUNTING PERIOD IS THE CALENDER YEAR. ACCORDINGLY, ALL FINANCIAL RECORDS ARE KEPT AND REPORTS PREPARED ON THE BASIS OF SUCH FISCAL YEAR. IN ITS CALENDAR YEAR 2023 ALL AMOUNTS DISBURSED BY FOUNDATION SWEET SUCCESS WERE FOR CHARITABLE PURPOSES; AND ALL CHARITABLE GRANTS MADE WERE ONLY TO IRC SECTION 501(C)(3) PUBLIC CHARITIES. | |
| FOUNDATION SWEET SUCCESS EIN 34-2039917 | |||||||||
| 545 MADISON AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | 2023-12-31 | $250,000 | TO PROVIDE FINANCIAL SUPPORT TO ENABLE FOUNDATION SWEET SUCCESS, INC. TO EXPAND ITS FUNDING OF IRC SECTION 501(C)(3) PUBLIC CHARITIES, A PURPOSE AND FUNCTION CONSTITUTING THE BASIS FOR ITS EXEMPTION FROM TAX. | DECEMBER 31, 2023 | FOUNDATION SWEET SUCCESS, INC ANNUAL ACCOUNTING PERIOD IS THE CALENDER YEAR. ACCORDINGLY, ALL FINANCIAL RECORDS ARE KEPT AND REPORTS PREPARED ON THE BASIS OF SUCH FISCAL YEAR. IN ITS CALENDAR YEAR 2023 ALL AMOUNTS DISBURSED BY FOUNDATION SWEET SUCCESS WERE FOR CHARITABLE PURPOSES; AND ALL CHARITABLE GRANTS MADE WERE ONLY TO IRC SECTION 501(C)(3) PUBLIC CHARITIES. | |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NOKIA CORP (1000 SH) | $9,320 | $3,420 |
| AMGEN (500 SH) | $27,186 | $144,010 |
| IBM (500 SH) | $52,446 | $81,775 |
| GENERAL ELECTRIC (62 SH) | $11,977 | $7,913 |
| WABTEC COPR (2 SH) | $154 | $254 |
| KYNDRYL HOLDINGS INC (100 SH) | $2,612 | $2,078 |
| GE HEALTHCARE TECHNOLOGIES INC (20 SH) | $3,470 | $1,546 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OGDEN CAP ASSOCIATES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,081,937 | BookValueAmt |
| EOYFMV | $3,613,458 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BNY MELLON MGMT FEES | $1,135 | $1,135 | $0 |
| OCA-INVESTMENT FEES | $16,664 | $16,664 | $0 |
| FILING FEES | $500 | $0 | $500 |
| OTHER ADMINISTRATIVE EXPENSES | $1,756 | $0 | $0 |
| CONSULTING SERVICE | $15,000 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,306 | $0 | $0 |
| FOREIGN TAXES | $90 | $90 | $0 |