GERALD B CRAMER FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GERALD B CRAMER FAMILY FOUNDATION INC (EIN 13-3749869)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349101781
- Schema version
- 2023v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T09:59:53-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113619178 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISBERG MOLE KRANTZ & GOLDFARB LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 CROSSWAYS PARK DRIVE | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117972040 | 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 | 133749869 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GERALD AND DAPHNA CRAMER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERA | BusinessNameControlTxt |
| Phone | 9146839600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WMKG 185 CROSSWAYS PARK DRIVE | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAPHNA CRAMER | PersonNm |
| Person Title | PRESIDENT, TREASURER | PersonTitleTxt |
| Signature | 2024-11-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD A MOLE' | PreparerPersonNm |
| PTIN | P00022137 | PTIN |
| Phone | 5169333800 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| 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 | $43,216,839 | 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 | $5,536,182 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $278,746 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $278,746 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $381,004 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $381,004 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,693,052 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,606,363 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,050,484 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $128,462 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $140 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,017,446 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,710,374 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $103,889 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $103,889 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $202,327 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $202,327 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $601 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $601 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,395 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,395 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,696 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,696 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $324,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $324,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,717,011 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,717,011 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,041,919 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $324,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,717,011 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,975,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,385,466 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,612 | CashBOYAmt |
| Cash EOY | $244,740 | CashEOYAmt |
| Cash EOYFMV | $244,740 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,148,245 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $400,226 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $400,226 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,270,977 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,616,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,616,039 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $5,313,590 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,313,590 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $20,574,951 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,584,389 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,584,389 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,269 | OtherAssetsBOYAmt |
| Other Assets EOY | $57,855 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $57,855 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,008,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,216,839 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,216,839 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $40,008,054 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $43,216,839 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,008,054 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,216,839 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,008,054 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,216,839 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,008,054 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,975,527 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,242,352 | OtherIncreasesAmt |
| Subtotal | $43,225,933 | SubtotalAmt |
| Other Decreases | $9,094 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,216,839 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS - VARIOUS | P | $195,250 | $189,141 | $6,109 | $6,109 |
| UBS - VARIOUS | P | $702,231 | $427,544 | $274,687 | $274,687 |
| UBS - VARIOUS | P | $374,930 | $368,041 | $6,889 | $6,889 |
| UBS - VARIOUS | P | $357,026 | $342,639 | $14,387 | $14,387 |
| UBS - VARIOUS | P | $999,901 | $963,216 | $36,685 | $36,685 |
| UBS - VARIOUS | P | $597,290 | $468,186 | $129,104 | $129,104 |
| UBS - VARIOUS | P | $2,462,424 | $2,644,492 | -$182,068 | -$182,068 |
| UBS - VARIOUS | P | $2,440,019 | $1,990,679 | $449,340 | $449,340 |
| UBS - VARIOUS | P | $12,738,649 | $12,454,760 | $283,889 | $283,889 |
| UBS - VARIOUS | P | $387,730 | $387,730 | ||
| UBS - VARIOUS | P | $28,509 | $26,359 | $2,150 | $2,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,050,484 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $168,041 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,258 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,258 | SubtotalAmt |
| Tax Based On Investment Income | $19,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,382 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $39,382 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $20,124 | OverpaymentAmt |
| Applied To ES Tax | $20,124 | 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 | NY | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAPHNA CRAMER | IndividualWithBooksNm |
| Phone | 9146839600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7031 FISHER ISLAND DRIVE | AddressLine1Txt |
| City | FISHER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33109 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| DAPHNA CRAMER | ||||||||
| 7031 FISHER ISLAND DRIVE | FISHER ISLAND | FL | 33109 | PRESIDENT, T | 2.00 | $0 | $0 | $0 |
| LAUREN B CRAMER | ||||||||
| 295 BOND STREET | BROOKLYN | NY | 11231 | SECRETARY | 2.00 | $0 | $0 | $0 |
| DOUGLAS CRAMER | ||||||||
| 751 FAWN DRIVE | SAN ANSELMO | CA | 94960 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| KIMBERLY GERM-CRAMER | ||||||||
| 73 WORTH ST PHE | NEW YORK | NY | 100133485 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ROY RASKIN | ||||||||
| 824 88TH STREET | SURFSIDE | FL | 33154 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHELLY RASKIN | ||||||||
| 707 WESTCHESTER AVENUE | WHITE PLAINS | NY | 10604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS CRAMER | ||||||||
| 40970 ANZA ROAD | TEMECULA | CA | 92592 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| RONALD GALLATIN | ||||||||
| 17061 BROOKWOOD DRIVE | BOCA RATON | FL | 33492 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ARTHUR WEISS | ||||||||
| 27777 FRANKLIN ROAD SUITE 2500 | SOUTHFIELD | MI | 48034 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,512,826 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,129,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,725,520 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,368,069 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $42,368,069 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $635,521 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,732,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,086,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,086,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,258 | TotalTaxAmt |
| Distributable Before Adj | $2,067,369 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,067,369 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,067,369 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,717,011 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,717,011 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,067,369 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,810,642 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,836,625 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,162,479 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,599,895 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,880,470 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,290,111 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,717,011 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,067,369 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,649,642 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,939,753 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,810,642 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,129,111 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,836,625 | ExcessFromYear4Amt |
| Excess From Year3 | $6,162,479 | ExcessFromYear3Amt |
| Excess From Year2 | $2,599,895 | ExcessFromYear2Amt |
| Excess From Year1 | $1,880,470 | ExcessFromYear1Amt |
| Excess From Current Year | $3,649,642 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF IDC | ||||||||
| 104 FIFTH AVENUE 14TH FL | NEW YORK | NY | 10011 | PC | CHARITABLE | $622,000 | ||
| AMERICAN FRIENDS OF SHEBA | ||||||||
| 250 WEST 57TH STREET SUI | NEW YORK | NY | 10107 | PC | CHARITABLE | $850,000 | ||
| THE GLAUCOMA FOUNDATION | ||||||||
| 80 MAIDEN LANE | NEW YORK | NY | 10038 | PC | CHARITABLE | $300,000 | ||
| NATIONAL DANCE INSTITUTUE | ||||||||
| 594 BROADWAY | NEW YORK | NY | 10012 | PC | CHARITABLE | $325,000 | ||
| JEWISH COMUNAL FUND | ||||||||
| 575 MADISON AVE SUITE 703 | NEW YORK | NY | 10022 | PC | CHARITABLE | $700,000 | ||
| THE PHILANTHROPY WORKSHOP | ||||||||
| 110 E 25TH STREET | NEW YORK | NY | 10010 | PC | CHARITABLE | $50,000 | ||
| SYRACUSE UNIVERSITY | ||||||||
| 820 COMSTOCK AVENUE | SYRACUSE | NY | 132445040 | PC | CHARITABLE | $10,000 | ||
| ICAHN SCHOOL OF MEDICINE | ||||||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 10029 | PC | CHARITABLE | $40,000 | ||
| UJF PHILANTHROPIC FUND | ||||||||
| 6735 TELEGRAPH ROAD | BLOOMFIELD HILLS | MI | 483032030 | PC | CHARITABLE | $100,000 | PO BOX 2030 | |
| GS DONOR ADVISED | ||||||||
| PO BOX 15203 | ALBANY | NY | 122125203 | PC | CHARITABLE | $300,000 | ||
| FELLOWSHIPS OF AUSCHWITZ STUDY | ||||||||
| PO BOX 1863 | NEW YORK | NY | 10101 | PC | CHARITABLE | $30,000 | ||
| APPLES AND ORANGES ARTS | ||||||||
| PO BOX 4473 | IRVINE | CA | 92616 | PC | CHARITABLE | $10,000 | ||
| THE GREENWOOD HISTORIC | ||||||||
| 500 25TH STREET | BROOKLYN | NY | 11232 | PC | CHARITABLE | $10,000 | ||
| FRANKLIN PERFORMING ARTS CENTER | ||||||||
| 15 W CENTRAL ST | FRANKLIN | MA | 02038 | PC | CHARITABLE | $7,500 | ||
| HANDS ON TZEDAKAH INC | ||||||||
| 2901 CLINT MOORE RD 318 | BOCA RATON | FL | 33496 | PC | CHARITABLE | $350,000 | ||
| MIAMI BEACH K9 KNIGHTS INC | ||||||||
| 300 SOUTH POINTE DR 2601 | MIAMI BEACH | FL | 33139 | PC | CHARITABLE | $5,000 | ||
| TCP V AIV A - K-1 | ||||||||
| 399 PARK AVENUE 39TH FL | NEW YORK | NY | 10022 | PC | CHARITABLE | $3 | ||
| PENN SOUTH SOCIAL SERVICES | ||||||||
| 290 9TH AVE 21K | NEW YORK | NY | 10001 | PC | CHARITABLE | $50,000 | ||
| JOHNNY'S AMBASSADOR INC | ||||||||
| 4242 HICKORY OAKS STREET | CASTLE ROCK | CO | 80104 | PC | CHARITABLE | $75,000 | ||
| CHAMPS UNITED INC | ||||||||
| 140 EAST 87TH STREET | BROOKLYN | NY | 11236 | PC | CHARITABLE | $10,000 | ||
| HOLLYWOOD CHARITY HORSE SHOW | ||||||||
| 2121 AVENUE OF THE STARS | LOS ANGELES | CA | 90067 | PC | CHARITABLE | $10,000 | SUITE 2200 | |
| MORGAN STANLEY DONOR ADVISORY FUND | ||||||||
| 2000 WESTCHESTER AVENUE | PURCHASE | NY | 10577 | PC | CHARITABLE | $100,000 | 2ND FL | |
| MAXWELL SCHOOL OF CITIZENSHIP PUBLI | ||||||||
| 820 COMSTOCK AVENUE | SYRACUSE | NY | 132445040 | PC | CHARITABLE | $600,000 | ||
| RUTGERS UNIVERSITY FOUNDATION | ||||||||
| 88 LIPMAN DR | NEW BRUNSWICK | NJ | 089018525 | PC | CHARITABLE | $300,000 | ||
| AMERICAN FRIENDS OF MAGEN DAVID ADO | ||||||||
| 20 W 36TH ST | NEW YORK | NY | 10018 | PC | CHARITABLE | $250,000 | ||
| AMERICAN JEWISH JOINT DISTRIBUTION | ||||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | PC | CHARITABLE | $250,000 | ||
| FRIENDS OF ISRAEL DEFENSE FORCES | ||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | PC | CHARITABLE | $250,000 | ||
| AMERICAN MORGAN HOUSE EDUCATIONAL | ||||||||
| 4037 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | PC | CHARITABLE | $40,000 | SUITE 130 | CHARITABLE TRUST |
| HUNTERDON COUNTY 4-H | ||||||||
| 314 STATE ROUTE 12 | FLEMINGTON | NJ | 088222900 | PC | CHARITABLE | $5,000 | BUILDING 2 PO BOX 2900 | |
| APPLE TREE INSTITUTE | ||||||||
| 1801 MISSISSIPPI AVE | WASHINGTON | DC | 20020 | PC | CHARITABLE | $7,500 | SE 3RD FLOOR | |
| NAMI | ||||||||
| 4301 WILSON BLVD | ARLINGTON | VA | 22203 | PC | CHARITABLE | $25,000 | SUITE 300 | |
| AMERICAN TRUST FOR BRITISH LIBRARY | ||||||||
| 5030 BROADWAY SUITE 678 | NEW YORK | NY | 10034 | PC | CHARITABLE | $10,000 | ||
| BRIGHTON CENTRAL SCHOOL DISTRICT | ||||||||
| 2305 MONROE AVENUE | ROCHESTER | NY | 14618 | PC | CHARITABLE | $25,000 | ||
| TRILANTIC CAPITAL PARTNERS V (NORTH | ||||||||
| 399 PARK AVENUE 39TH FL | NEW YORK | NY | 10022 | PC | CHARITBLE | $8 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,717,011 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $278,746 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $381,004 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $140 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,693,052 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| TRILANTIC CAP PTNR V AIV | -$1,754 | ||
| TRILANTIC CAP PTNR V AIV | 900099 | -$192 | |
| TRILANTIC CAP PTNR V AIV A | 900099 | -$436 | |
| TRILANTIC CAP PTNR V AIV A | $205 | ||
| GREENBELT CAPITAL PARTNERS | 900099 | -$2,125 | |
| GREENBELT CAPITAL PARTNERS | -$1,750 | ||
| AG CS HOLDINGS FUND II LP | $134,374 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,753 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $659,750 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,824,267 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,481,264 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (12 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | PRIMARILY FOR HEALTH AND EDUCATION RELATED ACTIVITIES |
| 8 | CHARITABLE |
| 8 | CHARITABLE |
| 8 | CHARITABLE |
| 8 | CHARITABLE |
| 8 | CHARITABLE |
| 8 | CHARITABLE |
| 8 | CHARITABLE |
| 8 | CHARITABLE |
| 8 | CHARITABLE |
| 8 | CHARITABLE |
| 8 | CHARITABLE |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GERALD B CRAMER IRREVOCABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7031 FISHER ISLAND DRIVE | AddressLine1Txt |
| City | FISHER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,536,182 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | US TSY NOTE 2.875% DUE 10/31/23 | $384,548 | 2023-02-01 |
| 1 | UNITED STATES TREAS BILL | $383,534 | 2023-02-01 |
| 1 | US TSY NOTE 2.875% DUE 11/30/23 | $383,967 | 2023-02-01 |
| 1 | UNITED STATES TREAS BILL | $382,048 | 2023-02-01 |
| 1 | US TSY NOTE 2.625% DUE 12/31/23 | $382,551 | 2023-02-01 |
| 1 | UNITED STATES TREAS BILL | $380,648 | 2023-02-01 |
| 1 | US TSY NOTE 2.5% DUE 1/31/24 | $381,455 | 2023-02-01 |
| 1 | UNITED STATES TREAS BILL | $363,416 | 2023-02-01 |
| 1 | UNITED STATES TREAS BILL | $386,244 | 2023-02-01 |
| 1 | UNITED STATES TREAS BILL | $379,057 | 2023-02-01 |
| 1 | UNITED STATES TREAS BILL | $384,809 | 2023-02-01 |
| 1 | US TSY NOTE 2.75% DUE 2/15/24 | $230,272 | 2023-02-01 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| UBS - VARIOUS | PURCHASE | $3,292,649 | $2,650,475 | $642,174 |
| TRILANTIC CAPITAL PARTNERS V AIV A | PURCHASE | $159 | $159 | |
| TRILANTIC CAPITAL PARTNERS V | PURCHASE | $49 | -$49 | |
| TRILANTIC CAPITAL PARTNERS AIV | PURCHASE | $284 | $284 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS AND NOTES | BondNm |
| EOY Book Value | $5,313,590 | EOYBookValueAmt |
| EOYFMV | $5,313,590 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $9,616,039 | EOYBookValueAmt |
| EOYFMV | $9,616,039 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS | FMV | $15,857,276 | $15,857,276 |
| CLOSED ENDED FUNDS/MUTUAL FUNDS | FMV | $682,686 | $682,686 |
| GOVERNMENT SECURITIES | FMV | $8,410,895 | $8,410,895 |
| MUTUAL FUNDS | FMV | $2,633,532 | $2,633,532 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $103,889 | LegalFeesAmt |
| Net Investment Income | $103,889 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $9,977 | $8,790 | $8,790 |
| INTEREST RECEIVABLE | $20,556 | $20,556 | |
| PARTNERSHIP RECEIVABLE | $292 | ||
| OTHER RECEIVABLES | $28,509 | $28,509 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DEDUCTIBLE EXPENSES | $58 |
| 2% PORTFOLIO DEDUCTIONS | $3,882 |
| OTHER M-1 ADJUSTMENT FR PASS THRUS | $5,154 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $4,387 | $4,387 |
| FILING FEES | $750 | $750 |
| GREENBELT CAPITAL PARTNERS | $559 | $559 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TRILANTIC CAPITAL PARTNERS AI | $140 | $140 |
| TRILANTIC CAP PTNR V AIV | -$1,754 | |
| TRILANTIC CAP PTNR V AIV | -$192 | |
| TRILANTIC CAP PTNR V AIV A | -$436 | |
| TRILANTIC CAP PTNR V AIV A | $205 | |
| GREENBELT CAPITAL PARTNERS TR | -$2,125 | |
| GREENBELT CAPITAL PARTNERS TR | -$1,750 | |
| AG CS HOLDINGS FUND II LP | $134,374 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS - 47380 | $22,721 |
| OTHER TAX EXEMPT INCOME | $235 |
| UNREALIZED GAINS/LOSSES | $1,219,396 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PROFESSIONAL FEES | $129,027 | $129,027 |
| ACCOUNTING | $73,300 | $73,300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES | $250 | $250 |
| FOREIGN TAXES - 64733 | $18 | $18 |
| INVESTMENT INCOME TAX | $12,000 | $12,000 |
| FOREIGN TAXES K-1 | $13 | $13 |
| FOREIGN TAXES - 47381 | $91 | $91 |
| FOREIGN TAXES - 73494 | $23 | $23 |