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ALAN B SLIFKA FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ALAN B SLIFKA FOUNDATION INC (EIN 13-6192257)
Tax period
2021-12-01 to 2022-11-30
Filed
2023-10-06
IRS object ID
202342799349100314
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-06T11:25:29-05:00ReturnTs
Tax Period End2022-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136192257EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALAN B SLIFKA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALANBusinessNameControlTxt
Phone2123039400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1515 MADISON AVENUE STE 2700AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRIVA G RITVOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2123039400PhoneNum
Signature2023-10-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRIVAPersonFirstNm
Person LastRITVOPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA KIELCZEWSKIPreparerPersonNm
PTINP00740769PTIN
Phone2122970400PhoneNum
Preparation2023-10-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$78,079,831FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8,277InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,277InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,448,682DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,448,682DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,253,331NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,038,013GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,253,331CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$231,541OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$179,558OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,941,831TotalRevAndExpnssAmt
Total Net Invst Incm$2,889,848TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$310,250CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$24,820CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$285,430CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$315,875OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$25,720OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$290,155OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$154,713PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$12,377PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$142,336PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,751LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$6,751LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$28,183AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$28,183AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$311,857OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$229,565OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$82,292OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$6,599InterestRevAndExpnssAmt
Interest Net Invst Incm$6,599InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$229,910TaxesRevAndExpnssAmt
Taxes Net Invst Incm$30,725TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$140,103OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$140,103OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$18,577TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$18,577TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,865PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$1,865PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$181,943OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$45,523OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$136,420OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,706,626TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$382,080TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,125,361TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,326,229ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,326,229ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,032,855TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$382,080TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,451,590TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,091,024ExcessRevenueOverExpensesAmt
Net Investment Income$2,507,768NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$90,804CashBOYAmt
Cash EOY$120,184CashEOYAmt
Cash EOYFMV$120,184CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,617,595SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,672,065SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,672,065SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$42,595,935CorporateStockBOYAmt
Corporate Stock EOY$37,289,740CorporateStockEOYAmt
Corporate Stock EOYFMV$43,740,718CorporateStockEOYFMVAmt
Other Investments BOY$24,632,910OtherInvestmentsBOYAmt
Other Investments EOY$26,764,319OtherInvestmentsEOYAmt
Other Investments EOYFMV$31,525,546OtherInvestmentsEOYFMVAmt
Other Assets BOY$21,318OtherAssetsBOYAmt
Other Assets EOY$21,318OtherAssetsEOYAmt
Other Assets EOYFMV$21,318OtherAssetsEOYFMVAmt
Total Assets BOY$68,958,562TotalAssetsBOYAmt
Total Assets EOY$66,867,626TotalAssetsEOYAmt
Total Assets EOYFMV$78,079,831TotalAssetsEOYFMVAmt
Other Liabilities BOY$127OtherLiabilitiesBOYAmt
Other Liabilities EOY$895OtherLiabilitiesEOYAmt
Total Liabilities BOY$127TotalLiabilitiesBOYAmt
Total Liabilities EOY$895TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$68,958,435RetainedEarningBOYAmt
Retained Earning EOY$66,866,731RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$68,958,435TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$66,866,731TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$68,958,562TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$66,867,626TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$68,958,435TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,091,024ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$66,867,411SubtotalAmt
Other Decreases$680OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$66,866,731TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2021-12-012022-11-30$1,580,197$784,682$795,515$795,515
THROUGH PARTNERSHIPSP2021-12-012022-11-30$457,816$457,816$457,816
FieldValueIRS element (for citing)
Capital Gain Net Income$1,253,331CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$34,858InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$34,858SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$34,858TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$103,738EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$103,738TotalPaymentsAndCreditsAmt
Es Penalty$505EsPenaltyAmt
Overpayment$68,375OverpaymentAmt
Applied To ES Tax$68,375AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SLIFKAFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RACHELLE MARKOWITZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2123039400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1515 MADISON AVENUE STE 2700AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANK DATO
515 MADISON AVENUE STE 2700NEW YORKNY10028BOARD MEMBER1.00$0$0$0
GARY GLADSTEIN
515 MADISON AVENUE STE 2700NEW YORKNY10028BOARD MEMBER1.00$0$0$0
JUDITH EIGEN SARNA
515 MADISON AVENUE STE 2700NEW YORKNY10028BOARD MEMBER1.00$0$0$0
RACHELLE MARKOWITZ
515 MADISON AVENUE STE 2700NEW YORKNY10028TREASURER35.00$160,250$12,857$0
RIVA G RIVTO
515 MADISON AVENUE STE 2700NEW YORKNY10028PRESIDENT35.00$150,000$41,638$0
SHIRA LEVIN
515 MADISON AVENUE STE 2700NEW YORKNY10028SECRETARY2.00$0$0$0
VICTORIA RITVO
515 MADISON AVENUE STE 2700NEW YORKNY10028BOARD MEMBER1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
SARAH SILVER
515 MADISON AVENUE STE 2700NEW YORKNY10028EXECUTIVE DIRECTOR35.00$183,208$16,409$0
SHARON LEWINTER
515 MADISON AVENUE STE 2700NEW YORKNY10028EXECUTIVE ASSISTANT35.00$73,833$20,120$0
ALLISON SOLE
515 MADISON AVENUE STE 2700NEW YORKNY10028DIRECTOR OF BIO-MEDI35.00$58,833$16,409$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
MICHAL STRISOVER
4 AMOS HANAVI SPT 5MODIINISRESEARCH DISTRIBUTIONS$82,292
HSBC
INVESTMENT FEES$68,217235 CANAL STNEW YORKNY10013
UBS
INVESTMENT FEES$56,748299 PARK AVENEW YORKNY10171
JP MORGAN
INVESTMENT FEES$54,840270 PARK AVENEW YORKNY10171
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$48,513,450AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,164,917AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$31,525,546FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$83,203,913TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$83,203,913AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,248,059CashDeemedCharitableAmt
Net Vl Noncharitable Assets$81,955,854NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,097,793MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,097,793MinimumInvestmentReturnAmt
Tax Based On Investment Income$34,858TaxBasedOnInvestmentIncomeAmt
Total Tax$34,858TotalTaxAmt
Distributable Before Adj$4,062,935DistributableBeforeAdjAmt
Recoveries Qualfied Distri$8,898RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,071,833DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,071,833DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,451,590ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,451,590QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,071,833DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,910,092ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,540,127ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,171,604ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$657,092ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$842,024ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,120,939TotalExcessDistributionCyovAmt
Qualifying Distributions$4,451,590QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,071,833AppliedToCurrentYearAmt
Remaining Distri From Corpus$379,757RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$10,500,696TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,910,092ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,590,604ExcessDistriCyovToNextYrAmt
Excess From Year4$3,540,127ExcessFromYear4Amt
Excess From Year3$3,171,604ExcessFromYear3Amt
Excess From Year2$657,092ExcessFromYear2Amt
Excess From Year1$842,024ExcessFromYear1Amt
Excess From Current Year$379,757ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
18 DOORS
190 NORTH MAIN STREET SUITE 203NATICKMA01760PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
ABRAHAM FUND INITIATIVES
1460 BROADWAYNEW YORKNY10036PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$268,000
ALLIANCE FOR CHILDREN'S RIGHTS
3333 WILSHIRE BOULEVARD SUITE 550LOS ANGELESCA90010PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$2,500
AMERICA-ISRAEL CULTURAL FOUNDATION
178 COLUMBUS AVE PO BOX 237133NEW YORKNY10023PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$500
AMERICA-ISRAEL FRIENDSHIP LEAGUE
348 WEST 57TH STREET SUITE 287NEW YORKNY10019PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$7,500
AMERICAN ASSOCIATES OF THE NATIONAL THEATRE (AANT)
247 WEST 3TH STREETSUITE FNY10001PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
AMERICAN CHARITY SUPPORT FOUNDATION
REED SMITH LLP 20 STANWIX STREETPITTSBURGHPA152224899PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$7,200
AMERICAN FRIENDS OF HAND IN HAND
POB 80102PORTLANDOR97280PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
AMERICAN FRIENDS OF ISRAELI NAVY SEALS
138 WEST 133RD STREETNEW YORKNY10030PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$2,500
AMERICAN FRIENDS OF LEKET ISRAEL INC
PO BOX 2090TECKNECKNJ076661490PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$800
AMERICAN FRIENDS OF RABIN MEDICAL CENTER
636 BROADWAY SUITE 618NEW YORKNY100122607PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$500
AMERICAN FRIENDS OF SHALVA
315 FIFTH AVENUE 6TH FLOORNEW YORKNY10016PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
AMERICAN FRIENDS OF SHEBA MEDICAL CENTER
6505 WILSHIRE BLVD SUITE 615BEVERLY HILLSCA90048PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
199 WATER STREET 11TH FLOORNEW YORKNY10038PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$30,000
AMERICAN FRIENDS OF THE ISRAEL MUSEUM
545 FIFTH AVENUE SUITE 920NEW YORKNY10017PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$47,500
AMERICAN FRIENDS OF THE UMM EL FAHEM MUSEUM OF CONTEMPORARY ART
7 TIMES SQUARENEW YORKNY10036PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
AMERICAN FUND FOR CHARITIES
1000 NORTH WEST STREETWILMINGTONDE19801PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$600
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 THIRD AVENUESUITENY10017PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$15,000
AMERICAN PARDES FOUNDATION INC
54 WEST 40TH STREETNEW YORKNY10018PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$20,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUE 10TH FLOORNEW YORKNY101583560PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$36,000
BEIT T'SHUVAH
8831 VENICE BLVDLOS ANGELESCA90034PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$6,800
BOLD BEAUTY PROJECT
1581 BRICKELL AVE 2107MIAMIFL331292169PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$11,000
CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BLVD SUITE 2416LOS ANGELESCA90048PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$185,000
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY10022PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,500
CHAI LIFELINE
151 WEST 30TH STREET 3RD FLOORNEW YORKNY10001PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$800
CHANNEL ISLANDS MARINE & WILDLIFE INSTITUTE
PO BOX 4250SANTA BARBARACA93140PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
CHARITIES AID FOUNDATION OF AMERICA
225 REINEKERS LANE SUITE 375ALEXANDRIAVA223142840PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
CHILDREN OF WAR FOUNDATION
319 N ORLANDO AVELOS ANGELESCA90048PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$2,000
CLUB OF MADRID FOUNDATION INC
120 WELLS AVENUENEWTONMA02459PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$325,000
COLUMBIA BARNARD HILLEL
606 WEST 115TH STREETNEW YORKNY10025PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$111,800
COMMUNITY SHUL OF MONTECITO
460 CAMINO DEL REMEDIO UNIT HSANTA BARBARACA931101349PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$2,800
CONGREGATION BNAI JESHURUN
270 WEST 89TH STREETNEW YORKNY100241705PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
DEMENTIA SOCIETY OF AMERICA
PO BOX 600DOYLESTOWNPA18901PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$2,500
ELEMYOUTH IN DISTRESS IN ISRAEL
121 WEST 36TH STREET SUITE 329NEW YORKNY10018PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC
445 PARK AVENUE 9TH FLOORNEW YORKNY10022PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
FEEDING AMERICA
PO BOX 96749WASHINGTONDC200906749PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$500
FJCWENDY WALK
520 8TH AVENUE 20TH FLOORNEW YORKNY10018PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
1430 BROADWAYNEW YORKNY101380552PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$500
FRIENDS OF YAD SARAH
445 PARK AVENUE SUITE 1702NEW YORKNY10022PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$800
GOD'S LOVE WE DELIVER
166 AVENUE OF THE AMERICASNEW YORKNY10013PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$500
HADAR
190 AMSTERDAM AVENUENEW YORKNY10023PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
HARVARD-WESTLAKE
OFFICE OF ADVANCEMENT 700 NORTHLOS ANGELESCA90077PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000FARING ROAD
HILLEL AT UCLA
574 HILGARD AVENUELOS ANGELESCA90024PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$500
HILLEL INTERNATIONAL
BUILDING 800 EIGHTH STREET NWWASHINGTONDC200013724PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
HUDSON VALLEY WRITERS CENTER
300 RIVERSIDE DRIVESLEEPY HOLLOWNY10591PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$2,500
HUMAN RIGHTS FIRST
75 BROAD STREET 31ST FLOORNEW YORKNY10004PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$100,000
I CENTER FOR ISRAEL EDUCATION
95 REVERE DR SUITE DNORTHBROOKIL60062PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$15,000
INTERFAITH AMERICA
141 W JACKSON BLVDSUITE 3200CHICAGOIL60604PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$20,000
INTERNATIONAL SOCIETY FOR AUTISM RESEARCH
342 NORTH MAIN STREETWEST HARTFORDCT06117PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$47,296
ISRAAID
PO BOX 61227PALO ALTOCA94306PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
ISRAEL CANCER RESEARCH FUND
52 VANDERBILT AVENUE SUITE 1510NEW YORKNY100173834PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$18,000
ISRAFEST FOUNDATION INC
6404 WILSHIRE BOULEVARD SUITE 1240LOS ANGELESCA90048PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
JEWISH COMMUNITY RELATIONS COUNCIL
225 WEST 34TH STREET SUITE 1607NEW YORKNY10122PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$40,100
JEWISH FAMILY SERVICE OF LOS ANGELES
330 NORTH FAIRFAX AVENUELOS ANGELESCA90036PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$11,800
JEWISH FEDERATION OF GREATER LOS ANGELES
6505 WILSHIRE BLVD 1006LOS ANGELESCA90048PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY100021010PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$4,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$51,200
JEWISH MUSEUM
1109 FIFTH AVENUENEW YORKNY10128PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
JEWISH THEOLOGICAL SEMINARY OF AMERICA
3080 BROADWAYNEW YORKNY10027PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$190,000
JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE
YALE HILLEL HOUSE 80 WALL STREETNEW HAVENCT06511PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$52,800
KIDS KICKING CANCER
27600 NORTHWESTERN HIGHWAY SUITESOUTHFIELDMI48034PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000220
KING BADOUIN FOUNDATION US
10 ROCKEFELLER PLAZA 16TH FLOORNEW YORKNY10027PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$6,200
MASORTI FOUNDATION FOR CONSERVATIVE JUDAISM IN ISRAEL
3080 BROADWAYNEW YORKNY10027PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$20,000
MAZON A JEWISH RESPONSE TO HUNGER
10850 WILSHIRE BLVD SUITE 400LOS ANGELESCA90024PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
MILKWEED EDITIONS
1011 WASHINGTON AVENUE SOUTH SUITEMINNEAPOLISMN55415PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$40,500300
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$20,000
NATIONAL COMPREHENSIVE CANCER NETWORK FOUNDATION (NCCN)
3025 CHEMICAL ROAD SUITE 100PLYMOUTHPA19462PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM
200 LIBERTY STREET 16TH FLOORNEW YORKNY10281PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
NEW TEACHER CENTER
1205 PACIFIC AVENUE SUITE 301SANTA CRUZCA95060PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
NEW YORK OPEN CENTER
22 EAST 30TH STREETNEW YORKNY10016PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
NEW YORK PRESBYTERIAN FUND INC
654 WEST 170TH STREETNEW YORKNY100323501PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
NO KID HUNGRY BY SHARE OUR STRENGTH
PO BOX 75475BALTIMOREMD212755475PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
OHR ELIYAHU ACADEMY
241 SOUTH DETROIT STREETLOS ANGELESCA90036PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
OLAMI
111 JOHN STREET SUITE 1720NEW YORKNY10038PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$431,800
PEACE AND SECURITY FUNDERS GROUP
122 MARYLAND AVE NEWASHINGTONDC20002PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$520
PEF ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVENUE 15TH FLOORNEW YORKNY10017PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$277,500
PERLMAN MUSIC PROGRAM
19 W 69TH STREET SUITE 1101NEW YORKNY10023PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
PROVIDENCE SAINT JOHN'S HEALTH CENTER FOUNDATION
2121 SANTA MONICA BLVDSANTA MONICACA90404PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$15,000
RESCUE HER
PO BOX 869EULESSTX76039PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$2,500
ROGOSIN INSTITUTE
505 E 70TH STNEW YORKNY10021PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$500
SAMUEL WAXMAN CANCER RESEARCH FOUNDATION
420 LEXINGTON AVENUE SUITE 825NEW YORKNY10170PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$15,000
SANTA BARBARA COTTAGE HOSPITAL FOUNDATION
PO BOX 689SANTA BARBARACA93102PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$186,250
SANTA BARBARA FOUNDATION
1111 CHAPALA AVENUE SUITE 200SANTA BARBARACA93101PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$20,000
SANTA BARBARA ZOOLOGICAL FOUNDATION
500 NINOS DRIVESANTA BARBARACA93103PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
SAVE THE CHILDREN
PO BOX 97132WASHINGTONDC200907132PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$60,000
SHARE CANCER SUPPORT
165 WEST 46TH STREET 712NEW YORKNY10036PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$500
SINAI AKIBA ACADEMY
10400 WILSHIRE BLVDLOS ANGELESCA90024PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$26,800
SOUTH FORK NATURAL HISTORY MUSEUM
377 BRIDGEHAMPTON/SAG HARBORBRIDGEHAMPTONNY11932PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$500TURNPIKE PO BOX 455
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
TALKISRAEL FOUNDATION
16027 VENTURE BLVD SUITE 550ENCINOCA91436PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING
55 BROAD STREET 17TH FLOORNEW YORKNY10004PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
THE INTERFAITH CENTER OF NEW YORK
475 RIVERSIDE DRIVE 540NEW YORKNY10115PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
THE JOHN THOMAS DYE SCHOOL
11414 CHALON ROADLOS ANGELESCA90049PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
THE METROPOLITAN OPERA ASSOCIATION
LINCOLN CENTERNEW YORKNY10023PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
UJA-FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$100,000
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT065212038PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$107,363
YOUR MOM CARES
269 S BEVERLY DRIVE 338BEVERLY HILLSCA90212PCAN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,326,229TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,277ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,448,682ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,253,331ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
PASS THROUGH INCOME14$179,558
PASS THROUGH INCOME523000$36,230
OTHER INCOME14$15,753

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$36,230UnrelatedBusinessTaxblIncmAmt
Exclusion$2,905,601ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,941,831TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCOHNREZNICK LLPCategoryTxt
Amt$28,183Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$28,183DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VII-B, LINE 1A(4):FormAndLineReferenceDesc
Medium ExplanationOFFICERS RIVA RITVO AND RACHELLE MARKOWITZ RECEIVED COMPENSATION FOR THE YEAR ENDING NOVEMBER 30, 2022. THIS AMOUNT REPRESENTS PAYMENT FOR THEIR SERVICES WITH REGARD TO THE FOUNDATION AND THE SERVICES IT PROVIDES. THIS MEETS THE EXCEPTION AND IS CONSIDERED REASONABLE, AND THEREFORE FORM 4720 IS NOT PREPARED.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED SECURITIESStockNm
EOY Book Value$37,289,740EOYBookValueAmt
EOYFMV$43,740,718EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BARDIN HILL EVENT DRIVEN FUND US FKA HSFFMV$9,938,831$19,152,639
BARDIN HILL EVENT-DRIVEN FKA HMSFMV$70,361$435,161
BARDIN HILL GPFMV$10,826,221$3,957,136
BARDIN HILL IPFMV$1,463,321$534,864
G2 PARTNERS OFFSHORE FUNDFMV$2,000,000$4,786,754
CLARION PRIVATE INVESTORS LLCFMV$465,585$658,992
NYLIFE SECURITIES LLCFMV$2,000,000$2,000,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$6,751LegalFeesAmt
Net Investment Income$6,751NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSITSDesc
BOY Book Value$21,318BOYBookValueAmt
EOY Book Value$21,318EOYBookValueAmt
EOYFMV$21,318EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONDEDUCTIBLE EXPENSESDesc
Amt$680Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CA EMPLOYMENT TRAINING TAX$7$0$7
DUES AND SUBSCRIPTIONS$2,998$0$2,998
EDUCATION EXPENSES$947$0$947
INSURANCE$4,360$0$4,360
K-1 PASSTHROUGH EXPENSES$32,728$32,728$0
OFFICE EXPENSES$59,706$0$59,706
OTHER EXPENSES$77,893$12,795$65,098
PAYROLL PROCESSING FEES$1,349$0$1,349
STATE FILING FEES$1,955$0$1,955

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PASS THROUGH INCOME$179,558$179,558$179,558
PASS THROUGH INCOME$36,230$36,230
OTHER INCOME$15,753$15,753

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFLEX SAVINGS ACCOUNTDesc
BOY Book Value$127BOYBookValueAmt
EOY Book Value$895EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MICHAL STRISOVER$82,292$0$82,292
HSBC$68,217$68,217$0
UBS$56,748$56,748$0
REPUBLIC BAMK$49,761$49,761$0
JP MORGAN$54,839$54,839$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$30,725$30,725$0
FEDERAL EXCISE TAX$199,185$0$0