BARON CAPITAL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BARON CAPITAL FOUNDATION (EIN 14-2004657)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-02
- IRS object ID
- 202342759349100619
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-02T15:00:46-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | 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 | 142004657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARO | BusinessNameControlTxt |
| Phone | 2125832010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 767 FIFTH AVENUE 49TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD BARON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125832010 | PhoneNum |
| Signature | 2023-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RONALD | PersonFirstNm |
| Person Last | BARON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CINDY FEDER | PreparerPersonNm |
| PTIN | P01342030 | PTIN |
| Phone | 2129498700 | 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,946,089 | 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 | $7,154,506 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $20,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,142 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,104,264 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,104,264 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,104,264 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,278,912 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,124,406 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,557 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,279 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,279 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,057 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,779 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,292,584 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,292,584 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,324,641 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,309,363 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,954,271 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,109,127 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $582,895 | CashBOYAmt |
| Cash EOY | $590,381 | CashEOYAmt |
| Cash EOYFMV | $590,381 | CashEOYFMVAmt |
| Other Investments BOY | $39,644,227 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,591,012 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $96,355,708 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $40,227,122 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,181,393 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,946,089 | 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 | $40,227,122 | RetainedEarningBOYAmt |
| Retained Earning EOY | $44,181,393 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,227,122 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,181,393 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,227,122 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,181,393 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,227,122 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,954,271 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $44,181,393 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,181,393 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LONG TERM CAPITAL GAIN DISTRIBUTIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,104,264 | GrossSalesPriceAmt |
| Gain Or Loss | $2,104,264 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,104,264 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,104,264 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,317 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,317 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,317 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $49,746 | 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 | $49,746 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,429 | OverpaymentAmt |
| Applied To ES Tax | $20,429 | 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 | Yes (1) | 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RONALD BARON | IndividualWithBooksNm |
| Phone | 2125832010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BARON CAPITAL GROUP 767 FIFTH | AddressLine1Txt |
| Address Line2 | AVE | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD BARON | ||||||||
| 767 FIFTH AVENUE 49TH FL | NEW YORK | NY | 10153 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MICHAEL R BARON | ||||||||
| 767 FIFTH AVENUE 49TH FL | NEW YORK | NY | 10153 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DAVID R BARON | ||||||||
| 767 FIFTH AVENUE 49TH FL | NEW YORK | NY | 10153 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,555 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $113,196,927 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $113,279,482 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $113,279,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,699,192 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $111,580,290 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,579,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,579,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,317 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,317 | TotalTaxAmt |
| Distributable Before Adj | $5,549,698 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,549,698 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,549,698 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,309,363 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,309,363 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,549,698 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $474,367 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,913 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $497,280 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,309,363 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,309,363 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $240,335 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $240,335 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $256,945 | 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 | $256,945 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $234,032 | ExcessFromYear4Amt |
| Excess From Year3 | $22,913 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 14TH STREET Y | ||||||||
| 344 E 14TH ST | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $400,000 | |
| AMERICAN FRIENDS ISRAEL MUSEUM | ||||||||
| 545 5TH AVE 920 | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 28 W 44TH ST 609 | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $8,244 | |
| BRIDGE GOLF FOUNDATION | ||||||||
| 40 WEST 117TH STREET | NEW YORK | NY | 10026 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BRIGHAM AND WOMEN'S HOPSITAL | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BRONX HIGH SCHOOL OF SCIENCE | ||||||||
| 75 BRONX SCIENCE BLVD | BRONX | NY | 10468 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BUCKNELL UNIVERSITY | ||||||||
| ONE DENT DR | LEWISBURG | PA | 17837 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CENTRAL SYNAGOGUE | ||||||||
| 123 E 55TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $300,000 | |
| COLUMBIA BUSINESS SCHOOL | ||||||||
| 665 W 130TH ST | NEW YORK | NY | 10027 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| DIABETES RESEARCH INSTITUTE FOUNDATION | ||||||||
| 200 S PARK ROAD SUITE 100 | HOLLYWOOD | FL | 33021 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| DUKE UNIVERSITY | ||||||||
| 1121 WEST MAIN STREET SUITE 1200 | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| EMORY UNIVERSITY | ||||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ETZ CHAIM BENEVOLENT FUND (US HOLOCAUST MEMORIAL MUSEUM) | ||||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | NONE | PC | GENERAL SUPPORT | $500 | |
| FARE | ||||||||
| 7901 JONES BRANCH DRIVE SUITE 240 | MCLEAN | VA | 22102 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| FOUNDATION OF MASS EYE AND EAR INC | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| GIFT OF LIFE MARROW REGISTRY | ||||||||
| 5901 BROKEN SOUND PKWY NW SUITE 600 | BOCA RATON | FL | 33487 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| GIRLS WHO INVEST | ||||||||
| 142 W 57TH ST FL 11 | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| GUILD HALL OF EAST HAMPTON | ||||||||
| PO BOX 5063 | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| HAITIAN HEALTH FOUNDATION | ||||||||
| 97 SHERMAN ST | NORWICH | CT | 06360 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HORACE MANN SCHOOL | ||||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| ICAHN SCHOOL OF MEDICINE JAFFE FOOD ALLERGY | ||||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JAZZ AT LINCOLN CENTER | ||||||||
| 3 COLUMBUS CIRCLE 12TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| JEWISH FEDERATION OF PALM BEACH | ||||||||
| 1 HARVARD CIR 100 | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| JFCS FOR VISITING MOMS PROGRAM | ||||||||
| 1485 TEANECK ROAD | TEANECK | NJ | 07666 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| KINDNESS MATTERS 365 | ||||||||
| 20283 STATE ROAD 7 SUITE 106 | BOCA RATON | FL | 33498 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| LEUKEMIA & LYMPHOMA | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| MEMORIAL SLOAN KETTERING | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| MJHS FOUNDATION | ||||||||
| 39 BROADWAY 300 | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $10,500 | |
| MORSELIFE FOUNDATION | ||||||||
| FOUNDATION CENTER 4920 LORING DR | WEST PALM BEACH | FL | 33417 | NONE | PC | GENERAL SUPPORT | $251,000 | |
| MOUNT SINAI HEALTH SYSTEM CRYSTAL PARTY | ||||||||
| 555 W 57TH ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| MUSEUM OF JEWISH HERITAGE | ||||||||
| EDMOND J SAFRA PLAZA 36 BATTERY | NEW YORK | NY | 10280 | NONE | PC | GENERAL SUPPORT | $18,000 | PLACE |
| MYOTONIC DYSTROPHY FOUNDATION | ||||||||
| 663 THIRTEENTH STREET SUITE 100 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NORTHWELL HEALTH FOUNDATION | ||||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PC | GENERAL SUPPORT | $20,300 | |
| NORTON MUSEUM OF ART | ||||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| REUT USA | ||||||||
| 21550 OXNARD ST SUITE 1000 | WOODLAND HILLS | CA | 91367 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| SAINT MICHAEL OF ARCHANGEL CAPITAL CAMPAIGN | ||||||||
| 5394 MIDNIGHT PASS ROAD | SARASOTA | FL | 34242 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SHERMAN VOLUNTEER FIRE DEPARTMENT | ||||||||
| 1 ROUTE 39 NORTH | SHERMAN | CT | 06784 | NONE | PC | GENERAL SUPPORT | $300 | |
| SOUTHAMPTON HOSPITAL FOUNDATION | ||||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| STARLINK INITIATIVE | ||||||||
| 269 S BEVERLY DRIVE 338 | BEVERLY HILLS | CA | 90212 | NONE | PC | GENERAL SUPPORT | $1,000,000 | |
| STEPHEN GAYNOR SCHOOL | ||||||||
| 148 W 90TH ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $225,000 | |
| TREVOR DAY SCHOOL | ||||||||
| 312 E 95TH ST | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| UJA | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $405,000 | |
| UJA FEDERATION | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $500 | |
| UJA FEDERATION OF JEWISH PHILANTHROPIES OF NY | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $125,000 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $1,001,000 | |
| UJA FEDERATION- UKRAINE EMERGENCY FUN | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $10,124 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| VANCE HALL | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WEILL CORNELL MEDICAL COLLEGE | ||||||||
| 1300 YORK AVENUE ROOM F-113 | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $230,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $26,616 | |
| WORLD TRADE CENTER PAC | ||||||||
| ONE LIBERTY PLAZA 29TH FL | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| YAI | ||||||||
| 220 EAST 42ND ST 8TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,292,584 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EDUCATIONAL ALLIANCE | |||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10002 | NONE | PC | GENERAL SUPPORT | $1,200,000 |
| FOOD ALLERGY RESEARCH & EDUCATION | |||||||
| 7901 JONES BRANCH DRIVE SUITE 240 | MCLEAN | VA | 22102 | NONE | PC | GENERAL SUPPORT | $80,000 |
| GUILD HALL | |||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL SUPPORT | $600,000 |
| ICAHN SCHOOL OF MEDICINE | |||||||
| 5 E 98TH ST 10TH FLOOR | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $40,000 |
| MORSELIFE FOUNDATION | |||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PC | GENERAL SUPPORT | $750,000 |
| SOUTHAMPTON HOSPITAL FOUNDATION | |||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL SUPPORT | $250,000 |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $300,000 |
| STEPHEN GAYNOR SCHOOL | |||||||
| 148 W 90TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $600,000 |
| UNITED JEWISH APPEAL | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $750,000 |
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 1300 YORK AVENUE ROOM F-113 | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $90,000 |
| WORD TRADE CENTER PAC | |||||||
| ONE LIBERTY PLAZA 29TH FL | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $600,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,260,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,142 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,104,264 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,124,406 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,124,406 | 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 (15 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BAMCO INC | ||||||
| 1 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $5,849,641 | Yes (X) |
| BARON FAMILY 2014 CLAT | ||||||
| 2 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $898,560 | Yes (X) |
| BARON FAMILY 2015 CLAT | ||||||
| 3 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $224,640 | Yes (X) |
| BARON FAMILY 2017 CLAT | ||||||
| 4 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $76,160 | Yes (X) |
| BARON FAMILY 2017 CLAT #2 | ||||||
| 5 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $19,040 | Yes (X) |
| BARON FAMILY 2018 CLAT | ||||||
| 6 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $47,052 | Yes (X) |
| BARON FAMILY 2019 CLAT | ||||||
| 7 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $17,031 | Yes (X) |
| BARON FAMILY 2020 CLAT | ||||||
| 8 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $10,136 | Yes (X) |
| BARON FAMILY 2022 CLAT | ||||||
| 9 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $12,033 | Yes (X) |
| DAVID BARON 2019 CLAT | ||||||
| 10 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $57 | Yes (X) |
| MICHAEL BARON 2019 CLAT | ||||||
| 11 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $57 | Yes (X) |
| DAVID BARON 2020 CLAT | ||||||
| 12 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $26 | Yes (X) |
| MICHAEL BARON 2020 CLAT | ||||||
| 13 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $39 | Yes (X) |
| DAVID BARON 2021 CLAT | ||||||
| 14 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $17 | Yes (X) |
| MICHAEL BARON 2021 CLAT | ||||||
| 15 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $17 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EISNER ADVISORY GROUP LLC | CategoryTxt |
| Amt | $30,557 | Amt |
| Net Investment Income | $15,279 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,279 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INFORMATION OF THE CONTROLLED ENTITY | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART VI-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF THE CONTROLLED ENTITY: BARON USA PARTNERS FUND LTDEIN: FOREIGN CORPORATIONADDRESS: C/O BARON CAPITAL MANAGEMENT 767 FIFTH AVE, 49FL NEW YORK, NY, 10153THERE WERE NO TRANSFERS TO OR FROM THIS CONTROLLED ENTITY DURING 2022.THIS ENTITY IS NOT AN EXCESS BUSINESS HOLDING. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN BARON USA PARTNERS FUND, LTD. | AT COST | $20,928,533 | $56,328,021 |
| INVESTMENT IN BARON FIFTH AVENUE GROWTH FUND | AT COST | $457,717 | $861,924 |
| INVESTMENT IN BARON FOCUSED GROWTH FUND | AT COST | $11,361,460 | $17,785,267 |
| INVESTMENT IN BARON REAL ESTATE FUND | AT COST | $631,488 | $838,175 |
| INVESTMENT IN BARON GROWTH FUND | AT COST | $1,450,657 | $1,814,879 |
| INVESTMENT IN BARON PARTNERS FUND | AT COST | $2,584,773 | $4,131,562 |
| INVESTMENT IN BARON EMERGING MARKETS FUND | AT COST | $6,883 | $5,900 |
| INVESTMENT IN BARON DISCOVERY FUND | AT COST | $58,178 | $44,634 |
| INVESTMENT IN BARON WEALTHBUILDER FUND | AT COST | $1,111,463 | $922,959 |
| INVESTMENT IN SPACE EXPLORATION TECH CORP | AT COST | $4,999,860 | $13,622,387 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NY FILING FEE | Desc |
| Revenue And Expenses Per Books | $1,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |