OGUNLESI FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OGUNLESI FAMILY FOUNDATION (EIN 84-3998981)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-05
- IRS object ID
- 202521259349100752
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-05T08:21:09-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843998981 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OGUNLESI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OGUN | BusinessNameControlTxt |
| Phone | 2127288964 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PARK AVENUE APT 8A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADEBAYO OGUNLESI | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2127288964 | PhoneNum |
| Signature | 2025-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK DALY | PreparerPersonNm |
| PTIN | P00177980 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2025-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,224,892 | 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 | $915,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $443,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $443,335 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $535,077 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,180,844 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $535,077 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,893,412 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $978,412 | 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 |
| Legal Fees Rev And Expnss | $1,978 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,978 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $152,284 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $152,284 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,525 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $165,237 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $153,809 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,428 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $900,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $900,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,065,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $153,809 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $911,428 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $828,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $824,603 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $430,093 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $357,627 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $357,627 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,884,633 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,189,600 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,186,302 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,388,151 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,983,825 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,680,963 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,702,877 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,531,052 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,224,892 | 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 | $16,702,877 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,531,052 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,702,877 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,531,052 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,702,877 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,531,052 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,702,877 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $828,175 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,531,052 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,531,052 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $5,170,168 | $4,645,767 | $524,401 | $524,401 | |
| CAPITAL GAINS DIVIDENDS | $10,676 | $10,676 | $10,676 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $535,077 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,462 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,462 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,462 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,853 | 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 | $9,853 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,609 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ADEBAYO OGUNLESI | IndividualWithBooksNm |
| Phone | 2127288964 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PARK AVENUE APT 8A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ADEBAYO OGUNLESI | ||||||||
| 1000 PARK AVENUE APT 8A | NEW YORK | NY | 10028 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| AMELIA OGUNLESI | ||||||||
| 1000 PARK AVENUE APT 8A | NEW YORK | NY | 10028 | BOARD CHAIR | 0.10 | $0 | $0 | $0 |
| CARL OGUNLESI | ||||||||
| 1000 PARK AVENUE APT 8B | NEW YORK | NY | 10028 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| GEOFFREY OGUNLESI | ||||||||
| 1000 PARK AVENUE APT 8B | NEW YORK | NY | 10028 | SECRETARY | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PARK AVE PLAZA/55 E 52 ND ST 28 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $100,144 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $24,390,215 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $459,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,850,214 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,850,214 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $372,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,477,461 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,223,873 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,223,873 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,462 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,462 | TotalTaxAmt |
| Distributable Before Adj | $1,212,411 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,212,411 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,212,411 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $911,428 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $911,428 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,212,411 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $821,381 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $911,428 | QualifyingDistributionsAmt |
| Applied To Year1 | $821,381 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,047 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,122,364 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ADEBAYO OGUNLESI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CARON FOUNDATION - PENNSYLVANIA | ||||||||
| 243 N GALEN HALL ROAD | WERNERSVILLE | PA | 19565 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| CURE CDKL5 EPILEPSY FOUNDATION | ||||||||
| 3540 CRAIN HIGHWAY SUITE 675 | BOWIE | MD | 20716 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| EPISCOPAL SCHOOL | ||||||||
| 35 E 69TH STREET | NEW YORK | NY | 10021 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| FASHION INSTITUTE OF TECHNOLOGY | ||||||||
| 227 WEST 27TH STREET | NEW YORK | NY | 10001 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | N/A | PC | PROGRAM SUPPORT | $75,000 | |
| NEW YORK INSTITUTE OF TECHNOLOGY | ||||||||
| NORTHERN BLVD PO BOX 8000 | OLD WESTBURY | NY | 11568 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| PARKSIDE SCHOOL | ||||||||
| 48 W 74TH STREET | NEW YORK | NY | 10023 | N/A | PC | PROGRAM SUPPORT | $75,000 | |
| PARTNERSHIP TO END ADDICTION | ||||||||
| 711 THIRD AVENUE 5TH FLOOR SUITE | NEW YORK | NY | 10017 | N/A | PC | PROGRAM SUPPORT | $100,000 | 500 |
| SMITHSONIAN NATIONAL MUSEUM OF NATURAL HISTORY | ||||||||
| 1000 MADISON DRIVE NW | WASHINGTON | DC | 20560 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| ST BERNARDS SCHOOL | ||||||||
| 4 E 98TH STREET | NEW YORK | NY | 10029 | N/A | PC | PROGRAM SUPPORT | $75,000 | |
| STUDIO MUSEUM IN HARLEM | ||||||||
| 144 W 125TH ST | NEW YORK | NY | 10027 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| SUMMIT SCHOOL | ||||||||
| 339 NORTH BROADWAY | UPPER NYACK | NY | 10960 | N/A | PC | PROGRAM SUPPORT | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $900,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $443,335 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $535,077 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $978,412 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $978,412 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ADEBAYO OGUNLESI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PARK AVENUE APT 8A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $915,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $9,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (220 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $16,990 | $20,020 |
| ABBVIE INC | $6,579 | $7,819 |
| ACCENTURE PLC-CL A | $45,594 | $47,140 |
| ADOBE INC | $48,959 | $42,245 |
| ADVNCD MICRO D INC | $183,671 | $338,212 |
| ADYEN NV-UNSPON ADR | $12,047 | $14,763 |
| AIRBNB INC-CLASS A | $33,269 | $38,372 |
| ALLEGION PLC | $6,177 | $7,710 |
| ALPHABET INC | $278,827 | $757,200 |
| ALPHABET INC-CL A | $19,756 | $42,971 |
| AMAZON COM INC | $487,732 | $1,096,950 |
| AMERICAN EXPRESS CO | $18,384 | $33,240 |
| AMERLCAN TOWER REIT INC | $351,407 | $293,456 |
| AMGEN INC | $17,019 | $17,463 |
| AON PLC-CLASS A | $6,325 | $10,775 |
| AON PLC-CLASS A | $24,105 | $27,296 |
| APPLE INC | $185,189 | $601,008 |
| APPLIED MATERIALS INC | $6,548 | $11,059 |
| ARCH CAPITAL GROUP LTD | $13,975 | $18,378 |
| ARTHUR J GALLAGHER & CO | $7,425 | $11,354 |
| ASM INTERNATIONAL-NY REG SHS | $7,686 | $11,952 |
| ASML HOLDING NV-NY REG SHS | $10,695 | $15,248 |
| ASML HOLDING NV-NY REG SHS | $48,299 | $51,288 |
| ASTRAZENECA PLC-SPONS ADR | $21,415 | $20,639 |
| ATLASSIAN CORP PLC-CLASS A | $18,698 | $15,090 |
| AUTOZONE INC | $17,295 | $22,414 |
| BAE SYSTEMS PLC -SPON ADR | $12,715 | $14,004 |
| BLACKSTONE INC | $22,773 | $41,553 |
| BLACKSTONE INC | $172,917 | $344,840 |
| BOOKING HOLDINGS INC | $4,005 | $9,937 |
| BUILDERS FIRSTSOURCE INC | $9,254 | $8,290 |
| CANADIAN NATURAL RESOURCES | $11,379 | $12,441 |
| CANADIAN NATURAL RESOURCES | $11,669 | $10,866 |
| CENCORA INC | $20,882 | $26,288 |
| CENOVUS ENERGY INC | $17,652 | $14,453 |
| CENTERPOINT ENERGY INC | $15,147 | $16,563 |
| CHIPOTLE MEXICAN GRILL INC | $12,366 | $27,135 |
| CHUBB LTD | $73,231 | $138,150 |
| CHUBB LTD | $9,629 | $12,434 |
| COCA COLA | $225,358 | $273,944 |
| COCA-COLA EUROPACIFIC PARTNERS PLC | $6,823 | $9,524 |
| COLGATE PALMOLIVE | $147,829 | $181,820 |
| COMPASS GROUP PLC-SPON ADR | $11,156 | $13,570 |
| CONOCOPHILLIPS | $25,469 | $21,520 |
| CRH PLC | $14,633 | $27,386 |
| DANAHER CORP | $33,624 | $31,678 |
| DEERE & CO | $11,634 | $11,864 |
| DELL TECHNOLOGIES -C | $6,700 | $14,520 |
| DEERE & CO | $283,023 | $296,590 |
| DISCOVER FINANCIAL SERVICES | $26,214 | $33,260 |
| ECOLAB INC | $157,967 | $234,320 |
| ELI LILLY & CO. | $27,411 | $45,548 |
| ELI LILLY & CO. | $226,622 | $501,800 |
| EXPERIAN PLC-SPONS ADR | $9,131 | $10,298 |
| EXXON MOBIL CORP | $361,405 | $451,794 |
| FERGUSON ENTERPRISES INC | $9,605 | $11,456 |
| FERRARI NV | $11,682 | $24,216 |
| FIDELITY 500 INDEX-INST PRM | $1,588,245 | $2,295,781 |
| FIDELITY INTL INDX-INST PRM | $170,327 | $169,202 |
| FIRSTENERGY CORP | $18,480 | $17,901 |
| FORTIVE CORP | $14,366 | $15,975 |
| GENERAL DYNAMICS CORP | $13,760 | $15,809 |
| GENL DYNAMICS CORP. | $160,857 | $263,490 |
| GILEAD SCIENCES INC | $226,553 | $304,821 |
| HCA HEALTHCARE INC | $34,348 | $36,318 |
| HOME DEPOT INC | $33,332 | $36,565 |
| HONEYWELL INTL INC | $207,155 | $271,068 |
| HUNTINGTON BANCSHARES INC | $23,044 | $28,424 |
| ICICI BANK LTD-SPON ADR | $11,106 | $14,721 |
| ICON PLC | $21,954 | $19,503 |
| INTERCONTINENTAL EXCHANGE IN | $28,868 | $37,402 |
| INTERCONTINENTAL EXCHANGE IN | $9,140 | $13,262 |
| INTUIT INC | $21,257 | $33,311 |
| INTUIT INC | $28,648 | $34,568 |
| INTUITIVE SURGICAL INC | $17,549 | $33,927 |
| JACOBS SOLUTIONS INC | $13,665 | $16,569 |
| JOHNSON AND JOHNSON | $304,333 | $289,240 |
| JPMORGAN BETABUILDERS CANADA | $82,378 | $103,908 |
| JPMORGAN BETABUILDERS DEVELO | $82,897 | $75,124 |
| JPMORGAN BETABUILDERS JAPAN ETF | $152,969 | $152,539 |
| KENVUE INC | $20,650 | $20,090 |
| LAM RESEARCH CORP | $16,994 | $19,647 |
| LEIDOS HOLDINGS INC | $10,116 | $14,406 |
| LINDE PLC | $12,387 | $15,491 |
| LULULEMON ATHLETICA INC | $22,661 | $26,004 |
| MARATHON PETROLEUM CORP | $13,851 | $16,601 |
| MARSH & MCLENNAN COS | $20,980 | $28,038 |
| MASCO CORP | $5,365 | $8,418 |
| MASTERCARD INC - A | $33,618 | $48,444 |
| MCDONALD'S CORP | $39,980 | $44,353 |
| MCKESSON CORP | $18,963 | $25,076 |
| MERCADOLIBRE INC | $7,588 | $10,203 |
| MERCK AND CO | $205,213 | $238,752 |
| META PLATFORMS INC | $241,808 | $468,408 |
| MGM RESORTS INTERNATIONAL | $7,410 | $6,064 |
| MICROCHIP TECHNOLOGY INC | $15,780 | $12,216 |
| MICRON TECHNOLOGY INC | $16,702 | $20,283 |
| MICROSOFT | $213,516 | $463,650 |
| MICROSOFT CORP | $64,143 | $89,358 |
| MICROSOFT CORP | $32,474 | $45,101 |
| MONDELEZ INTERNATIONAL | $202,886 | $197,109 |
| MORGAN STANLEY | $37,106 | $57,831 |
| MORGAN STANLEY | $18,738 | $29,167 |
| MSCI INC | $24,287 | $28,800 |
| NETFLIX INC | $19,338 | $57,936 |
| NEXTERA ENERGY INC | $37,354 | $35,343 |
| NICE LTD - SPON ADR | $11,354 | $10,700 |
| MONGODB INC CL A (MDB) | $165,668 | $102,436 |
| NOVO-NORDISK A/S-SPONS ADR | $18,445 | $26,838 |
| NVIDIA | $159,017 | $3,357,250 |
| NVIDIA CORP | $12,220 | $51,299 |
| NXP SEMICONDUCTORS NV | $8,483 | $8,106 |
| NXP SEMICONDUCTORS NV | $22,668 | $28,060 |
| OMNICOM GROUP | $15,976 | $14,971 |
| ORACLE CORP | $23,587 | $36,161 |
| PEPSICO INC | $310,391 | $304,120 |
| PEPSICO INC | $41,620 | $36,342 |
| PHILIP MORRIS INTERNATIONAL | $30,788 | $37,068 |
| PHILIP MORRIS INTERNATIONAL | $31,645 | $38,632 |
| PHILLIPS 66 | $6,905 | $6,152 |
| PROCTER & GAMBLE CO | $181,269 | $234,710 |
| REGENERON PHARMACTCLS | $152,713 | $213,699 |
| S&P GLOBAL INC | $35,501 | $41,835 |
| S&P GLOBAL INC | $11,439 | $16,435 |
| SAFRAN SA-UNSPON ADR | $21,254 | $25,125 |
| SANOFI-ADR | $3,107 | $3,087 |
| SCHLUMBERGER LTD | $27,946 | $21,240 |
| SCHNEIDER ELECT SE-UNSP ADR | $9,124 | $14,991 |
| SERVICENOW INC | $11,152 | $24,383 |
| SERVICENOW INC | $210,471 | $636,072 |
| SHERWIN-WILLIAMS CO/THE | $22,741 | $25,835 |
| SIX CIRCLES CREDIT REPORT | $213,044 | $215,819 |
| SIX CIRCLES INTL UNCON EQ | $454,417 | $468,322 |
| SIX CIRCLES US UNCONSTR EQ | $591,996 | $739,672 |
| STARBUCKS CORP | $274,430 | $273,750 |
| STERIS PLC | $13,008 | $14,184 |
| STRYKER CORP | $28,600 | $37,085 |
| TECK RESOURCES LTD-CLS B | $14,202 | $13,253 |
| TEXAS INSTRUMENTS INC | $42,632 | $45,190 |
| THE CIGNA GROUP | $3,080 | $3,038 |
| TRACTOR SUPPLY COMPANY | $17,481 | $23,081 |
| UBER TECHNOLOGIES INC | $161,045 | $301,600 |
| UBS GROUP AG-REG | $13,330 | $13,098 |
| UNION PACIFIC CORP | $263,641 | $342,060 |
| UNITED RENTALS INC | $5,299 | $10,567 |
| UNITEDHEALTH GROUP INC | $42,904 | $46,539 |
| UNITEDHEALTH GROUP INC | $32,021 | $31,869 |
| US FOODS HOLDING CORP | $12,023 | $23,274 |
| VANGUARD INT-TERM CORPORATE | $102,190 | $103,789 |
| VANGUARD MORTGAGE-BACKED SEC | $163,690 | $160,368 |
| VANGUARD TOTAL BOND MARKET | $320,062 | $314,263 |
| VISA INC | $233,936 | $379,248 |
| VISA INC-CLASS A SHARES | $32,342 | $49,302 |
| WABTEC CORP | $9,375 | $17,821 |
| WASTE CONNECTIONS INC | $8,349 | $10,123 |
| WELLS FARGO & CO | $15,908 | $27,253 |
| 31 GROUP PLC-UNSPON ADR | $16,933 | $19,504 |
| CANADIAN PACIFIC KANSAS CITY | $16,620 | $17,296 |
| COUPANGINC | $15,769 | $15,606 |
| MEITUAN - UNSP ADR | $21,428 | $17,581 |
| MITSUBISHI HEAVY INDUSTRIES | $16,375 | $19,138 |
| MONDAY.COM LTD | $12,627 | $13,185 |
| NU HOLDINGS LTD/CAYMAN ISL-A | $11,507 | $10,660 |
| ROLLS-ROYCE HOLDINGS-SP ADR | $20,285 | $19,564 |
| P SAP SE-SPONSORED ADR | $24,995 | $24,621 |
| SEA LTD-ADR | $17,328 | $25,358 |
| SIEMENS ENERGY AG-UNSP ADR | $14,783 | $17,207 |
| SPOTIFY TECHNOLOGY SA | $15,149 | $23,264 |
| TAIWAN SEMICONDUCTOR-SP ADR | $24,461 | $33,573 |
| COPART INC | $30,560 | $31,278 |
| SYNOPSYSINC | $37,247 | $34,946 |
| TRADE DESK INC/THE -CLASS A | $20,651 | $25,151 |
| P TRANSDIGM GROUP INC | $12,747 | $12,673 |
| VERTEX PHARMACEUTICALS INC | $31,326 | $27,384 |
| EXXON MOBIL CORP | $39,441 | $39,908 |
| HONEYWELL INTERNATIONAL INC | $35,314 | $39,983 |
| MCKESSON CORP | $16,308 | $18,237 |
| META PLATFORMS INC-CLASS A | $14,718 | $18,151 |
| MONDELEZ INTERNATIONAL INC-A | $20,002 | $17,023 |
| OTIS WORLDWIDE CORP | $15,753 | $15,281 |
| REGIONS FINANCIAL CORP | $2,948 | $2,916 |
| SALESFORCE INC | $27,125 | $36,108 |
| SCHLUMBERGER LTD | $16,387 | $14,531 |
| SIX CIRCLES GLOBAL BOND | $426,634 | $423,142 |
| MC DONALDS CORP | $190,379 | $202,923 |
| PFIZER INC (PFE) | $154,043 | $145,915 |
| ABBVIE INC | $31,642 | $33,585 |
| ASTRAZENECA PLC-SPONS ADR | $11,633 | $11,532 |
| AUTONATION INC | $11,891 | $13,248 |
| BLUE OWL CAPITAL INC | $18,109 | $23,865 |
| CORPAY INC | $17,455 | $26,735 |
| DELTA AIR LINES INC | $14,986 | $15,307 |
| DIAMONDBACK ENERGY INC | $27,003 | $24,738 |
| EMERSON ELECTRIC CO | $15,308 | $17,226 |
| FIDELITY NATIONAL INFO SERV | $29,442 | $32,873 |
| FLEX LTD | $16,237 | $21,345 |
| GOLDMAN SACHS GROUP INC | $14,070 | $15,461 |
| HEWLETT PACKARD ENTERPRISE | $12,304 | $12,020 |
| HOLOGIC INC | $13,067 | $12,039 |
| HOME DEPOT INC | $14,434 | $16,338 |
| HONEYWELL INTERNATIONAL INC | $32,480 | $35,465 |
| HUMANA INC | $3,051 | $3,045 |
| JOHNSON & JOHNSON | $3,033 | $3,037 |
| P KBR INC | $10,476 | $9,443 |
| KEYSIGHT TECHNOLOGIES IN | $15,143 | $15,742 |
| KINROSS GOLD CORP | $10,692 | $11,699 |
| LENNAR CORP-A | $13,768 | $12,001 |
| LPL FINANCIAL HOLDINGS INC | $29,253 | $36,896 |
| MEDTRONIC PLC | $3,077 | $3,035 |
| NEXTERA ENERGY INC | $11,476 | $11,399 |
| NORFOLK SOUTHERN CORP | $26,128 | $23,705 |
| PPL CORP | $16,308 | $15,321 |
| ROBERT HALF INC | $11,139 | $11,555 |
| SMURFIT WESTROCK PLC | $12,293 | $14,488 |
| SYSCO CORP | $28,847 | $28,749 |
| T-MOBILE US INC | $9,703 | $15,451 |
| TRIMBLE INC | $9,557 | $10,952 |
| UBER TECHNOLOGIES INC | $15,603 | $15,201 |
| UNITED AIRLINES HOLDINGS INC | $13,789 | $16,313 |
| WALT DISNEY CO/THE | $16,986 | $16,591 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,189,600 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,186,302 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE AND COUNSEL | CategoryTxt |
| Legal Fees | $1,978 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,978 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $152,284 | Amt |
| Net Investment Income | $152,284 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $1,525 | Amt |
| Net Investment Income | $1,525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |