THE BARRY S STERNLICHT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE BARRY S STERNLICHT FOUNDATION (EIN 26-0039094)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349105366
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T15:58:02-06:00 | 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 | 260039094 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Barry S Sternlicht Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BARR | 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 | Barry Sternlicht | 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 | $214,934,199 | 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 | $50,578,234 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $585,611 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $585,611 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,578,842 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,578,842 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $492,641 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,644,638 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,121,753 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,674,134 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,377,578 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $56,909,462 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,663,784 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $166,145 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $191,235 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57,623 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $102,613 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $357,380 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,623 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $102,613 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,666,829 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,666,829 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,024,209 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,623 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,769,442 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,885,253 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,606,161 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,356,664 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,132,061 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,132,061 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $4,747 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $10,755,250 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,710,475 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,799,030 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $43,153,619 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,875,803 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,836,368 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $57,798,039 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $111,235,233 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $131,166,740 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $119,068,319 | TotalAssetsBOYAmt |
| Total Assets EOY | $170,953,572 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $214,934,199 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $119,068,319 | RetainedEarningBOYAmt |
| Retained Earning EOY | $170,953,572 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $119,068,319 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $170,953,572 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $119,068,319 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $170,953,572 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $119,068,319 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,885,253 | ExcessRevenueOverExpensesAmt |
| Subtotal | $170,953,572 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $170,953,572 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $13,600,433 | $13,682,797 | -$82,364 | -$82,364 | |||
| Passthrough K1 Capital Gain/(Loss) | $2,122,533 | ||||||
| EXCESS BASIS DISTRIB - MELVIN | $3,051 | P | |||||
| EXCESS BASIS DISTRIB-RESERVOIR CAP OFFSH | $34,328 | P | |||||
| YORK INVESTMENT LIMITED | $44,205 | $0 | $44,205 | $44,205 | P | 2007-12-28 | 2023-01-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,121,753 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $91,826 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $91,826 | SubtotalAmt |
| Tax Based On Investment Income | $91,826 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $98,656 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $37,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $135,656 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $100 | EsPenaltyAmt |
| Overpayment | $43,730 | OverpaymentAmt |
| Applied To ES Tax | $43,730 | 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 | 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 | DE | 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 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| David A Stein | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Barry Sternlicht | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $102,588 | CompensationAmt |
| 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 | $70,263,566 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,222,066 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $79,740,846 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $161,226,478 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $161,226,478 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,418,397 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $158,808,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,940,404 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,940,404 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $91,826 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $95,285 | IncomeTaxAmt |
| Total Tax | $187,111 | TotalTaxAmt |
| Distributable Before Adj | $7,753,293 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,753,293 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,753,293 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,769,442 | 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 | $4,769,442 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,753,293 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,654,852 | UndistributedIncomePYAmt |
| Qualifying Distributions | $4,769,442 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,654,852 | AppliedToYear1Amt |
| Applied To Current Year | $114,590 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $7,638,703 | 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 | Barry Sternlicht | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS DRUG DISCOVERY FOUNDATION | |||||||
| 57 W 57TH ST STE 904 | NEW YORK | NY | 10019 | N/A | PC | Charitable Event | $25,000 |
| AMERICAN FRIENDS OF RABIN MEDICAL CENTER INC | |||||||
| 636 BROADWAY STE 618 | NEW YORK | NY | 10012 | N/A | PC | Charitable Event | $10,000 |
| AMERICAN FRIENDS OF RABIN MEDICAL CENTER INC | |||||||
| 636 BROADWAY STE 618 | NEW YORK | NY | 10012 | N/A | PC | to purchase Diabetic Medical Equipment at Israel's Rabin Medical Center's Endocrinology, Diabetes & Metabolism Department, serving patients with diabetes mellitus Type 1 and Type 2 | $10,000 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC | |||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | N/A | PC | Charitable Event | $10,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST 6TH FL | NEW YORK | NY | 10022 | N/A | PC | Charitable Event | $125,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST 6TH FL | NEW YORK | NY | 10022 | N/A | PC | PROJECT NARRATIVE - STERNLICHT initiative | $2,000,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | PC | General & Unrestricted | $50,000 |
| ATAXIA TELANGIECTASIA CHILDRENS PROJECT INC | |||||||
| 6810 N STATE RD 7 STE 125 | COCONUT CREEK | FL | 33073 | N/A | PC | General & Unrestricted | $10,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $50,000 |
| BOYS CLUB OF NEW YORK INC | |||||||
| 91 FIFTH AVE 7TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $10,000 |
| CARDINAL AND GOLD FUND INC | |||||||
| 650 GRAND CONCOURSE | BRONX | NY | 10451 | N/A | PC | The Carcaterra Family Scholarship Fund to benefit inner-city lacrosse student athletes | $5,000 |
| CHILD MIND INSTITUTE INC | |||||||
| 101 EAST 56TH ST | NEW YORK | NY | 10022 | N/A | PC | Charitable Event | $25,000 |
| CITIZENS UNION FOUNDATION INC OF THE CITY OF NEW Y | |||||||
| 211 CENTRAL PARK W 4H | NEW YORK | NY | 10024 | N/A | PC | Charitable Event | $10,000 |
| CITY HARVEST INC | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | N/A | PC | THE RESILIENCY FUND | $50,000 |
| CONGREGATION SHIRAT HAYAM | |||||||
| PO BOX 1145 | NANTUCKET | MA | 02554 | N/A | PC | 2023 CHAI Level Support | $1,800 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $25,000 |
| FOUNDATION TO COMBAT ANTI-SEMITISM INC | |||||||
| 1 PATRIOT PL | FOXBOROUGH | MA | 02035 | N/A | POF | EXPENDITURE RESPONSIBILITY GRANT | $250,000 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | Charitable Event | $25,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Greater Miami Jewish Federation's 2023 ANNUAL Campaign | $150,000 |
| GREENLIGHT FUND INC | |||||||
| 50 MILK ST 16TH FLOOR | BOSTON | MA | 02109 | N/A | PC | GREENLIGHT FUND MIAMI Mission | $100,000 |
| HARVARD BUSINESS SCHOOL CLUB OF NEW YORK INC | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | N/A | PC | Charitable Event | $25,000 |
| HIMALAYAN CATARACT PROJECT INC | |||||||
| PO BOX 863 | NORWICH | VT | 05055 | N/A | PC | General & Unrestricted | $5,000 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | Dubin Breast Center's 2023 Annual Benefit Campaign. "One Team" level to broaden access to genetic testing and Dubin Breast Center of the Tisch Cancer Institute at Mount Sinai, NY | $25,000 |
| LOUIS D BRANDEIS CENTER INC | |||||||
| 1717 PENNSYLVANIA AVE NW STE 1025 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $50,000 |
| MAKE A WISH FOUNDATION OF SOUTHERN FLORIDA INC | |||||||
| 4491 S STATE ROAD 7 STE 201 | FORT LAUDERDALE | FL | 33314 | N/A | PC | General & Unrestricted | $10,000 |
| MARCH TO THE TOP - AFRICA | |||||||
| 20300 VENTURA BLVD STE 160 | WOODLAND HLS | CA | 91364 | N/A | PC | General & Unrestricted | $29,029 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION INC | |||||||
| 4300 ALTON RD | MIAMI BEACH | FL | 33140 | N/A | PC | General & Unrestricted | $200,000 |
| NANTUCKET COMMUNITY SAILING INC | |||||||
| 4 WINTER ST | NANTUCKET | MA | 02554 | N/A | PC | General & Unrestricted | $1,000 |
| NANTUCKET CONSERVATION FOUNDATION INC | |||||||
| PO BOX 13 | NANTUCKET | MA | 02554 | N/A | PC | General & Unrestricted | $1,000 |
| NANTUCKET DREAMLAND FOUNDATION | |||||||
| PO BOX 989 | NANTUCKET | MA | 02554 | N/A | PC | Charitable Event | $10,000 |
| NANTUCKET FIRE DEPARTMENT | |||||||
| 131 PLEASANT ST | NANTUCKET | MA | 02554 | N/A | GOV | General & Unrestricted | $1,000 |
| NANTUCKET GOLF CLUB FOUNDATION INC | |||||||
| 250 MILESTONE RD PO BOX 313 | SIASCONSET | MA | 02564 | N/A | PC | General & Unrestricted | $1,000 |
| NANTUCKET POLICE CHARITABLE ASSOC INC | |||||||
| 4 FAIRGROUNDS RD | NANTUCKET | MA | 02554 | N/A | PC | General & Unrestricted | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | Sternlicht Sustainability Fund - multi-year pledge for the programming operations of the 1 Hotels Fellowship and the E2 (Environmental Entrepreneurs) Emerging Leaders Program | $200,000 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $50,000 |
| NAVY SEAL FOUNDATION INC | |||||||
| 1619 D ST | VIRGINIA BEACH | VA | 23459 | N/A | PC | Charitable Event | $25,000 |
| NEW WORLD SYMPHONY INC | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | N/A | PC | Charitable Event | $25,000 |
| ONE MIND INSTITUTE | |||||||
| PO BOX 680 | RUTHERFORD | CA | 94573 | N/A | PC | Bloomberg LLP's 2023 MARCH MADNESS "Brackets for A Cause" Charity Program | $20,000 |
| PEBBLE BEACH COMPANY FOUNDATION | |||||||
| PO BOX 1767 | PEBBLE BEACH | CA | 93953 | N/A | PC | General & Unrestricted | $10,000 |
| PHILLIP AND PATRICIA FROST MUSEUM OF SCIENCE INC | |||||||
| 1101 BISCAYNE BLVD | MIAMI | FL | 33132 | N/A | PC | Charitable Event | $10,000 |
| PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA | |||||||
| 1200 N QUAKER LN | ALEXANDRIA | VA | 22302 | N/A | PC | General & Unrestricted | $10,000 |
| REACH PREP INC | |||||||
| ONE DOCK ST SUITE 100 | STAMFORD | CT | 06902 | N/A | PC | Charitable Event | $5,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FL | NEW YORK | NY | 10003 | N/A | PC | Charitable Event | $250,000 |
| SAIL TO PREVAIL INC | |||||||
| PO BOX 1264 | NEWPORT | RI | 02840 | N/A | PC | General & Unrestricted | $1,000 |
| THE BI-CULTURAL HEBREW ACADEMY OF CONNECTICUT INCO | |||||||
| 2186 HIGH RIDGE RD | STAMFORD | CT | 06903 | N/A | PC | General & Unrestricted | $25,000 |
| THE EVERGLADES FOUNDATION INC | |||||||
| 18001 OLD CUTLER RD STE 625 | PALMETTO BAY | FL | 33157 | N/A | PC | General & Unrestricted | $25,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $10,000 |
| UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION | |||||||
| PO BOX 70359 | PHILADELPHIA | PA | 19176 | N/A | PC | to empower Team USA athletes to achieve sustained competitive excellence and well-being | $100,000 |
| WATERSIDE SCHOOL INC | |||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | Charitable Event | $25,000 |
| WEST PALM GOLF COMMUNITY TRUST INC | |||||||
| 7301 GEORGIA AVE | WEST PALM BCH | FL | 33405 | N/A | PC | For the development, construction and operation of the West Palm Golf Park, a world-class golf facility and nonprofit operation dedicated to inclusivity, community outreach, and junior development programs | $500,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | Charitable Event | $50,000 |
| WORLD JEWISH CONGRESS AMERICAN SECTION INC | |||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | N/A | PC | Charitable Event | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,666,829 | 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 | $585,611 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,578,842 | 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 | $442 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $492,199 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,296,555 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,377,579 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,296,997 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,034,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,331,228 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Legacy Venture VI LLC | |||||||
| 1 | 180 Lytton Avenue | Palo Alto | CA | 94301 | $197,050 | Yes (X) | |
| Legacy Venture VII LLC | |||||||
| 2 | 180 Lytton Avenue | Palo Alto | CA | 94301 | $142,497 | Yes (X) | |
| Legacy Venture VIII LLC | |||||||
| 3 | 180 Lytton Avenue | Palo Alto | CA | 94301 | $47,427 | Yes (X) | |
| Sternlicht Barry | |||||||
| 4 | 2374 North Bay Road | Miami Beach | FL | 33140 | $50,191,260 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 4 | ContributorNum |
| Noncash Property | STARWOOD REAL ESTATE INCOME TRUST, INC STARWOODREIT, 2100000 sh. | NoncashPropertyDesc |
| Fair Market Value | $50,191,260 | FairMarketValueAmt |
| Received | 2023-12-21 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION TO COMBAT ANTI-SEMITISM INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PATRIOT PL | AddressLine1Txt |
| City | FOXBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-07-19 | GrantDt |
| Grant | $250,000 | GrantAmt |
| Purpose Of Grant | To support the media campaign | PurposeOfGrantTxt |
| Expended By Grantee | $250,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 05/29/2024 | DatesOfReportsByGranteeTxt |
| Results Of Verification | none necessary | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM 990-PF PART I LINE 6A | FORM 990-PF PART I LINE 6A | RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $492,199 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $442 TOTAL PART I, LINE 6A: $492,641 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $13,600,433 BOOK BASIS: $15,312,351 NET GAIN/(LOSS): $(1,711,918) PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $2,122,533 YORK INVESTMENT LIMITED GROSS SALES PRICE: $44,205 BOOK BASIS: $- NET GAIN/(LOSS): $44,205 EXCESS BASIS DISTRIB-RESERVOIR CAP OFFSH GROSS SALES PRICE: $34,328 BOOK BASIS: $- NET GAIN/(LOSS): $34,328 EXCESS BASIS DISTRIB-MELVIN CAPITAL OFFSHORE LTD GROSS SALES PRICE: $3,051 BOOK BASIS: $- NET GAIN/(LOSS): $3,051 |
| Form 990-PF | Form 990-PF | One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships 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. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL C | $6,948,880 | $20,152,991 |
| FORD MOTOR COMPANY | $3,779,248 | $3,474,150 |
| INVITATION HOMES INC. | $707,593 | $1,319,852 |
| LGI HOMES INC | $5,704,399 | $10,652,800 |
| META PLATFORMS INC | $2,494,616 | $6,318,186 |
| SPDR S&P BIOTECH ETF | $3,025,550 | $2,812,635 |
| STARWOOD PROPERTY TRUST INC | $4,995,055 | $5,326,909 |
| TARGA RESOURCES CORP | $2,220,462 | $3,778,845 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,710,475 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,799,030 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHAKEYS MILLENNIUM FD (OFFSH | $696,763 | $753,606 |
| CARE IN HEALTHCARE TWO, LLC | $2,505,625 | $2,505,625 |
| D1 CAPITAL PARTNERS OFFSHORE L | $3,000,000 | $4,909,069 |
| ENERGY TRANSFER LP | $750,863 | $2,663,400 |
| EVERBERG PENN FOSTER HOLDINGS | $1,959,909 | $2,158,425 |
| INVITATION HOMES OPERATING PAR | $47,895,093 | $50,765,402 |
| RESERVOIR CAPITAL INV PARTNERS | $477,108 | $931,853 |
| STARWOOD DISTRESSED OPP FD INT | $324,777 | |
| STARWOOD DISTRESSED OPP FD US | $876,139 | |
| STARWOOD REAL ESTATE INCOME TR | $50,191,260 | $50,191,260 |
| TILDEN PARK OFFSHORE INVESTMEN | $1,768,612 | $5,340,806 |
| UPRISING HEALTH LLC | $1,990,000 | $9,528,616 |
| RESERVOIR CAPITAL OVERSEAS PTN | $217,762 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $102,588 | $102,588 | |
| K-1 Exp CARE IN HEALTHCARE TWO | $22,500 | $22,500 | |
| K-1 Exp ENERGY TRANSFER LP | $33,911 | $11,164 | |
| K-1 Exp EVERBERG PENN FOSTER H | $1,102 | $1,102 | |
| K-1 Exp INVITATION HOMES OPERA | $3,265 | $2,039 | |
| K-1 Exp RESERVOIR CAPITAL INV | $17,844 | $10,818 | |
| K-1 Exp UPRISING HEALTH LLC | $10,000 | $10,000 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ENERGY TRANSFER LP | -$64,376 | $20,737 |
| K-1 Inc/Loss EVERBERG PENN FOSTER HOLDINGS LLC | $322,975 | $322,975 |
| K-1 Inc/Loss INVITATION HOMES OPERATING PARTNERSH | $3,209,591 | $1,733,459 |
| K-1 Inc/Loss RESERVOIR CAPITAL INV PARTNERS | $205,944 | $300,407 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $70,300 |
| 990-PF Extension for 2022 | $23,000 |
| STATE TAX WITHHOLDINGS | $72,845 |