EFRAIM GRINBERG FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EFRAIM GRINBERG FAMILY FOUNDATION (EIN 20-1944382)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202341329349104204
- Schema version
- 2022v5.0
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T16:06:15-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 3000 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201944382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EFRAIM GRINBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EFRA | BusinessNameControlTxt |
| Phone | 2128488640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CENTRAL PARK WEST 16F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EFRAIM GRINBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128488640 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EFRAIM | PersonFirstNm |
| Person Last | GRINBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN TEICHER CPA CFP | PreparerPersonNm |
| PTIN | P00226488 | PTIN |
| Phone | 2126976900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,477,492 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,935 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,935 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,678 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $117,874 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,678 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,636 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,636 | 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 |
| Taxes Rev And Expnss | $4,136 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,371 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,346 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,345 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,345 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,852 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,345 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,290 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $178,384 | CashBOYAmt |
| Cash EOY | $98,078 | CashEOYAmt |
| Cash EOYFMV | $98,078 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,181,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,186,287 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,379,414 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,359,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,284,365 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,477,492 | 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 | $1,359,581 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,284,365 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,359,581 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,284,365 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,359,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,284,365 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,359,581 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,216 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,284,365 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,284,365 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 17 ISHARES EDGE MSCI | P | 2020-07-20 | 2022-01-21 | $2,029 | $1,405 | $624 | $624 |
| 1 ISHARES EDGE MSCI | P | 2020-07-15 | 2022-01-21 | $1,815 | $1,260 | $555 | $555 |
| 1 ISHARES GLOBAL TECH ETF | P | 2021-11-01 | 2022-01-21 | $58 | $60 | -$2 | -$2 |
| 1 ISHARES TR | P | 2022-05-25 | 2022-10-28 | $35 | $37 | -$2 | -$2 |
| 10 ISHARES ESG AWARE MSCI | P | 2022-03-15 | 2022-07-29 | $920 | $942 | -$22 | -$22 |
| 10 ISHARES TR MSCI EAFE | P | 2021-06-09 | 2022-01-21 | $516 | $545 | -$29 | -$29 |
| 12 ISHARES EDGE MSCI | P | 2020-07-20 | 2022-05-25 | $1,191 | $887 | $304 | $304 |
| 12 ISHARES GLOBAL TECH ETF | P | 2021-08-03 | 2022-05-25 | $585 | $701 | -$116 | -$116 |
| 12 ISHARES GLOBAL TECH ETF | P | 2020-07-20 | 2022-05-25 | $585 | $492 | $93 | $93 |
| 12 ISHARES TR MSCI EAFE | P | 2021-11-01 | 2022-03-15 | $572 | $630 | -$58 | -$58 |
| 13 ISHARES EDGE MSCI | P | 2022-01-21 | 2022-05-25 | $935 | $979 | -$44 | -$44 |
| 13 ISHARES INC ISHARES ESG | P | 2021-11-01 | 2022-01-21 | $519 | $547 | -$28 | -$28 |
| 13 ISHARES U.S. ENERGY ETF | P | 2021-04-26 | 2022-01-21 | $430 | $335 | $95 | $95 |
| 137 ISHARES ESG | P | 2022-03-15 | 2022-05-25 | $4,507 | $4,596 | -$89 | -$89 |
| 14 ISHARES CORE HIGH | P | 2022-05-25 | 2022-07-29 | $1,455 | $1,510 | -$55 | -$55 |
| 17 ISHARES TR MSCI EAFE | P | 2021-06-09 | 2022-03-15 | $810 | $926 | -$116 | -$116 |
| 17 ISHARES TR MSCI EAFE | P | 2021-01-25 | 2022-03-15 | $810 | $822 | -$12 | -$12 |
| 180 ISHARES US ENERGY ETF | P | 2021-04-26 | 2022-03-15 | $6,867 | $4,633 | $2,234 | $2,234 |
| 19 ISHARES CORE S&P SMALL | P | 2022-07-29 | 2022-10-28 | $1,837 | $1,934 | -$97 | -$97 |
| 2 ISHARES EDGE MSCI | P | 2022-01-21 | 2022-10-28 | $142 | $151 | -$9 | -$9 |
| 2 ISHARES ESG AWARE MSCI | P | 2022-01-21 | 2022-07-29 | $184 | $198 | -$14 | -$14 |
| 21 ISHARES CORE S& P SMALL | P | 2020-07-15 | 2022-05-25 | $2,060 | $1,470 | $590 | $590 |
| 22 ISHARES GLOBAL TECH ETF | P | 2020-07-27 | 2022-10-28 | $1,005 | $893 | $112 | $112 |
| 22 ISHARES GLOBAL TECH ETF | P | 2022-03-15 | 2022-05-25 | $1,073 | $1,156 | -$83 | -$83 |
| 22 ISHARES TR MSCI EAFE | P | 2022-07-29 | 2022-10-28 | $1,680 | $1,911 | -$231 | -$231 |
| 23 ISHARES CORE S& P SMALL | P | 2021-01-25 | 2022-03-15 | $2,392 | $2,323 | $69 | $69 |
| 23 ISHARES GLOBAL TECH ETF | P | 2020-07-27 | 2022-05-25 | $1,122 | $934 | $188 | $188 |
| 23 ISHARES TR | P | 2022-05-25 | 2022-07-29 | $861 | $858 | $3 | $3 |
| 25 ISHARES S&P GLOBAL FINLS | P | 2021-06-09 | 2022-01-21 | $2,012 | $2,011 | $1 | $1 |
| 26 ISHARES TR MSCI EAFE | P | 2021-08-03 | 2022-03-15 | $2,337 | $2,870 | -$533 | -$533 |
| 29 ISHARES ESG AWARE MSCI | P | 2022-03-15 | 2022-10-28 | $2,481 | $2,733 | -$252 | -$252 |
| 29 ISHARES INC ISHARES ESG | P | 2020-08-03 | 2022-01-21 | $1,159 | $1,023 | $136 | $136 |
| 29 ISHARES TR MSCI EAFE | P | 2021-08-03 | 2022-03-15 | $1,382 | $1,514 | -$132 | -$132 |
| 3 ISHARES EDGE MSCI | P | 2022-01-21 | 2022-03-15 | $221 | $226 | -$5 | -$5 |
| 3 ISHARES GLOBAL TECH ETF | P | 2020-07-27 | 2022-07-29 | $155 | $122 | $33 | $33 |
| 31 ISHARES EDGE MSCI | P | 2020-07-27 | 2022-05-25 | $3,077 | $2,274 | $803 | $803 |
| 31 ISHARES EDGE MSCI | P | 2020-08-03 | 2022-05-25 | $3,077 | $2,276 | $801 | $801 |
| 33 ISHARES CORE S&P SMALL | P | 2020-07-20 | 2022-05-25 | $3,237 | $2,279 | $958 | $958 |
| 4 ISHARES CORE S& P SMALL | P | 2021-08-03 | 2022-03-15 | $416 | $443 | -$27 | -$27 |
| 4 ISHARES EDGE MSCI | P | 2021-11-01 | 2022-03-15 | $506 | $521 | -$15 | -$15 |
| 4 ISHARES EDGE MSCI | P | 2021-08-03 | 2022-03-15 | $405 | $421 | -$16 | -$16 |
| 48 ISHARES GLOBAL TECH ETF | P | 2020-07-15 | 2022-10-28 | $2,193 | $1,945 | $248 | $248 |
| 49 ISHARES ESG | P | 2020-08-03 | 2022-10-28 | $1,328 | $1,728 | -$400 | -$400 |
| 5 ISHARES CORE S& P SMALL | P | 2022-01-21 | 2022-03-15 | $520 | $527 | -$7 | -$7 |
| 5 ISHARES INC ISHARES ESG | P | 2020-10-13 | 2022-01-21 | $200 | $186 | $14 | $14 |
| 5 ISHARES TR MSCI EAFE | P | 2021-11-01 | 2022-03-15 | $449 | $558 | -$109 | -$109 |
| 50 ISHARES GLOBAL TECH ETF | P | 2021-08-03 | 2022-01-21 | $2,879 | $2,923 | -$44 | -$44 |
| 51 ISHARES ESG AWARE MSCI | P | 2021-08-03 | 2022-05-25 | $4,513 | $5,157 | -$644 | -$644 |
| 52 ISHARES CORE HIGH | P | 2022-05-25 | 2022-10-28 | $5,334 | $5,609 | -$275 | -$275 |
| 56 ISHARES ESG | P | 2020-07-20 | 2022-10-28 | $1,518 | $1,947 | -$429 | -$429 |
| 56 ISHARES S&P SMALLCAP 600 | P | 2022-05-25 | 2022-07-29 | $5,424 | $5,351 | $73 | $73 |
| 56 ISHARES TR MSCI EAFE | P | 2020-08-03 | 2022-05-25 | $4,825 | $4,915 | -$90 | -$90 |
| 57 ISHARES U.S. ENERGY ETF | P | 2022-05-25 | 2022-07-29 | $2,415 | $2,568 | -$153 | -$153 |
| 6 ISHARES TR MSCI EAFE | P | 2022-01-21 | 2022-05-25 | $517 | $608 | -$91 | -$91 |
| 69 ISHARES TR MSCI EAFE | P | 2022-05-25 | 2022-07-29 | $3,054 | $3,393 | -$339 | -$339 |
| 7 ISHARES ESG | P | 2020-08-03 | 2022-05-25 | $230 | $247 | -$17 | -$17 |
| 7 ISHARES TR MSCI EAFE | P | 2022-01-21 | 2022-03-15 | $629 | $710 | -$81 | -$81 |
| 7 ISHARES U.S. ENERGY ETF | P | 2022-05-25 | 2022-10-28 | $332 | $315 | $17 | $17 |
| 72 ISHARES TR MSCI EAFE | P | 2021-04-26 | 2022-03-15 | $3,432 | $3,770 | -$338 | -$338 |
| 74 ISHARES S&P GLOBAL FINLS | P | 2021-06-09 | 2022-03-15 | $5,611 | $5,952 | -$341 | -$341 |
| 8 ISHARES CORE S& P SMALL | P | 2020-07-15 | 2022-03-15 | $832 | $560 | $272 | $272 |
| 8 ISHARES ESG | P | 2022-07-29 | 2022-10-28 | $217 | $255 | -$38 | -$38 |
| 86 ISHARES ESG | P | 2020-07-15 | 2022-10-28 | $2,331 | $2,989 | -$658 | -$658 |
| 86 ISHARES TR CORE MSCI EAF | P | 2022-03-15 | 2022-05-25 | $5,583 | $5,648 | -$65 | -$65 |
| 9 ISHARES ESG AWARE MSCI | P | 2022-01-21 | 2022-05-25 | $796 | $891 | -$95 | -$95 |
| 99 ISHARES U.S. MEDICAL | P | 2022-03-15 | 2022-05-25 | $5,252 | $5,596 | -$344 | -$344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,678 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $796 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $796 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $796 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,404 | OverpaymentAmt |
| Applied To ES Tax | $2,404 | 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 | DE | 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 | BAKER TILLY US LLP | IndividualWithBooksNm |
| Phone | 2126976900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA- SUITE 3000 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| EFRAIM GRINBERG | |||||||||
| 101 CENTRAL PARK WEST APT 16F | NEW YORK | NY | 10023 | PRESIDENT | 1.00 | $0 | $0 | $0 | |
| SUSAN TEICHER | |||||||||
| C/O BAKER TILLY ONE PENN PLAZA | NEW YORK | NY | 10119 | TREASURER | 0.00 | $0 | $0 | $0 | SUITE 3000 |
| 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 | $1,492,523 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,668 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,623,191 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,623,191 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,598,843 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,942 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,942 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $796 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $796 | TotalTaxAmt |
| Distributable Before Adj | $79,146 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,146 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,146 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,345 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $128,345 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,146 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $24,820 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,820 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $128,345 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,146 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,199 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $74,019 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $74,019 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $24,820 | ExcessFromYear1Amt |
| Excess From Current Year | $49,199 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EFRAIM GRINBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AJC GLOBAL JEWISH ADVOCACY | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | 501(3)(C) | CHARITABLE | $30,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 40 RECTOR STREET 11TH FLOOR | NEW YORK | NY | 10006 | NONE | 501(3)(C) | CHARITABLE | $5,000 |
| BROADWAY HOUSING COMMUNITY | |||||||
| 583 RIVERSIDE DR | NEW YORK | NY | 10031 | NONE | 501(3)(C) | CHARITABLE | $2,500 |
| EMILY'S ENTOURAGE | |||||||
| PO BOX 71 | MERION STATION | PA | 19066 | NONE | 501(3)(C) | CHARITABLE | $5,000 |
| GIFT OF LIFE | |||||||
| 5925 15TH AVE | BROOKLYN | NY | 11219 | NONE | 501(3)(C) | CHARITABLE | $5,000 |
| HOPEWELL VALLEY ARTS COUNCIL INC | |||||||
| PO BOX 145 | HOPEWELL | NJ | 08525 | NONE | 501(3)(C) | CHARITABLE | $5,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(3)(C) | CHARITABLE | $20,000 |
| LOTUS ENDOWMENT FUND INC | |||||||
| 3921 ALTON ROAD 470 | MIAMI BEACH | FL | 33140 | NONE | 501(3)(C) | CHARITABLE | $25,000 |
| MOUNT SINAI MEDICAL CENTER | |||||||
| 5 E 98TH ST | NEW YORK | NY | 10029 | NONE | 501(3)(C) | CHARITABLE | $15,025 |
| UJA FEDERATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | 501(3)(C) | CHARITABLE | $10,820 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET- SUITE 3000 | PHILADELPHIA | PA | 19104 | NONE | 501(3)(C) | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,345 | 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 | $23 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,935 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,678 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $58,636 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,636 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE EFRAIM GRINBERG FAMILY FOUNDATION MAKES AN ELECTION UNDER SUBPARAGRAPH (2) OF SECTION 53.4942(A)-3(D) TO HAVE ITS QUALIFIED DISTRIBUTION OF $115,000 IN 2021 APPLIED FIRST AGAINST ITS UNDISTRIBUTED INCOME OF $15,975 FOR 2020. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MOVADO GROUP INC. CLASS A | $550,750 | $478,125 |
| MOVADO GROUP INC COMMON | $473,200 | $733,125 |
| ISHARES TR MSCI EAFE | $14,468 | $13,904 |
| ISHARES CORE S&P 500 ETF | $54,856 | $58,784 |
| ISHARES TR MSCI EAFE (2021) | $20,442 | $19,774 |
| ISHARES EDGE MSCI MIN (2022) | $12,444 | $12,414 |
| ISHARES EDGE MSCI (2022) | $5,387 | $5,191 |
| ISHARES ES U.S. TECHNOLOGY (2022) | $6,763 | $6,555 |
| ISHARES US ENERGY ETF (2022) | $1,622 | $1,674 |
| ISHARES ESG AWARE MSCI (2020) | $33,201 | $37,714 |
| ISHARES EDGE MSCI USA (2022) | $4,995 | $4,962 |
| ISHARES US ETF TR ISHS (2022) | $1,911 | $1,269 |
| ISHARES TR (2022) | $2,686 | $2,611 |
| ISHARES CORE S&P SMALL (2022) | $3,562 | $3,312 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,346 | $1,346 | $0 |
| FILING FEES | $25 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE FRANCHISE TAX | $76 | $0 | $0 |
| FEDERAL INCOME TAX | $4,060 | $0 | $0 |