E&SS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- E&SS FOUNDATION INC (EIN 46-0666419)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349101570
- 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
- Expenditure Responsibility Stmt
- Expenditure Responsibility Stmt
- Expenditure Responsibility Stmt
- Expenditure Responsibility Stmt
- Expenditure Responsibility Stmt
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T06:44:17-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 833356218 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John T Ablamsky MBA CPA PFS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 Reid Avenue | AddressLine1Txt |
| City | Port Washington | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | 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 | 460666419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE E&SS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | E&SS | BusinessNameControlTxt |
| Phone | 2129848812 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o VINITAS PARTNERS 1100 PEACHTREE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT L SHLEIFER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129848812 | PhoneNum |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | SHLEIFER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John T Ablamsky | PreparerPersonNm |
| PTIN | P01379861 | PTIN |
| Phone | 5168834306 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $93,076,278 | 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 | $120,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $133,610 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $133,610 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $792,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $792,403 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,284,876 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,798,742 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,284,876 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $10,330,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,210,889 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $148,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $109,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $28,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $25,583 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,558 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $202,183 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,858 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $109,325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,986,582 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,986,582 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,188,765 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,858 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,095,907 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,857,876 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,146,031 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,322 | CashBOYAmt |
| Cash EOY | $66,287 | CashEOYAmt |
| Cash EOYFMV | $66,287 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $59,702,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,038,612 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,038,612 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $38,433,148 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,918,404 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,403,840 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $20,000,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,100,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,567,539 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $118,157,057 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,123,303 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $93,076,278 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $118,157,057 | CapitalStockBOYAmt |
| Capital Stock EOY | $104,123,303 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $118,157,057 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $104,123,303 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $118,157,057 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,123,303 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $118,157,057 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,857,876 | ExcessRevenueOverExpensesAmt |
| Subtotal | $104,299,181 | SubtotalAmt |
| Other Decreases | $175,878 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $104,123,303 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 95,700 SHARES OF ROBLOX CORPORATION | D | 2018-06-19 | 2022-06-15 | $2,516,862 | $0 | $433,042 | $2,083,820 | $0 | $0 | $0 | $2,083,820 |
| 185,325 SHARES OF WARBY PARKER INC. | D | 2011-09-27 | 2022-06-15 | $2,565,321 | $0 | $0 | $2,565,321 | $0 | $0 | $0 | $2,565,321 |
| 447 SHARES OF SAILPOINT TECHNOLOGIES HOLDINGS | D | 2018-01-01 | 2022-08-16 | $29,167 | $0 | $7,186 | $21,981 | $0 | $0 | $0 | $21,981 |
| 57,400 SHARES OF ROBLOX CORPORATION | D | 2018-06-18 | 2022-10-11 | $1,950,803 | $0 | $259,735 | $1,691,068 | $0 | $0 | $0 | $1,691,068 |
| 151,200 SHARES OF WARBY PARKER INC. | D | 2011-09-27 | 2022-10-11 | $2,048,350 | $0 | $0 | $2,048,350 | $0 | $0 | $0 | $2,048,350 |
| 22,350 SHARES OF ROBLOX CORPORATION | D | 2018-06-19 | 2022-10-13 | $787,455 | $0 | $101,134 | $686,321 | $0 | $0 | $0 | $686,321 |
| 2,859 SHARES OF PROCORE TECHNOLOGIES INC. | D | 2015-03-31 | 2022-10-13 | $132,912 | $0 | $7,147 | $125,765 | $0 | $0 | $0 | $125,765 |
| 3,650 SHARES OF SPOTIFY TECHNOLOGY S.A. | D | 2020-05-21 | 2022-10-13 | $290,472 | $0 | $705,622 | -$415,150 | $0 | $0 | $0 | -$415,150 |
| 19,550 SHARES OF UBER TECHNOLOGIES INC. | D | 2018-01-01 | 2022-10-13 | $477,400 | $0 | $0 | $477,400 | $0 | $0 | $0 | $477,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,284,876 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $141,030 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $141,030 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $141,030 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $78,830 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $85,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $163,830 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$163,830 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,563 | EsPenaltyAmt |
| Overpayment | $21,237 | OverpaymentAmt |
| Applied To ES Tax | $21,237 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN T ABLAMSKY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168834306 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 REID AVENUE | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELENA SHLEIFER | ||||||||
| 535 N COUNTY RD | PALM BEACH | FL | 33480 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SCOTT L SHLEIFER | ||||||||
| 535 N COUNTY RD | PALM BEACH | FL | 33480 | DIRECTOR | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $54,148,921 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,297,587 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $106,446,508 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $106,446,508 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,596,698 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $104,849,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,242,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,242,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $141,030 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $141,030 | TotalTaxAmt |
| Distributable Before Adj | $5,101,461 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,101,461 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,101,461 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,095,907 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,095,907 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,101,461 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $18,932,189 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,081,048 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,588,863 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,663,529 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,818,230 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $67,083,859 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,095,907 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,101,461 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,994,446 | RemainingDistriFromCorpusAmt |
| Total Corpus | $86,078,305 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,932,189 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $67,146,116 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,081,048 | ExcessFromYear4Amt |
| Excess From Year3 | $13,588,863 | ExcessFromYear3Amt |
| Excess From Year2 | $7,663,529 | ExcessFromYear2Amt |
| Excess From Year1 | $25,818,230 | ExcessFromYear1Amt |
| Excess From Current Year | $18,994,446 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT L SHLEIFER | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | 509(a)1170(b)(1)(A) | EDUCATION | $100,000 |
| AMERICAN JEWISH COMMITTEE | ||||||
| 165 E 56TH STREET | NEW YORK | NY | 10022 | 509(a)1170(b)(1)(A) | COMMUNITY | $50,000 |
| BEAVERTON HIGH SCHOOL SUCCESS FUND | ||||||
| PO BOX 892 | BEAVERTON | OR | 970750892 | 509(a)1170(b)(1)(A) | EDUCATION | $800,000 |
| B'NAI B'RITH MEN'S CAMP ASSOCIATION | ||||||
| 6443 SW BEAVERTON-HILLSDALE HWY SUI | PORTLAND | OR | 97221 | 509(a)1170(b)(1)(A) | COMMUNITY | $180,000 |
| COACHART ORG | ||||||
| 445 S FIGUEROA ST STE 3100 | LOS ANGELES | CA | 900711635 | 509(a)1170(b)(1)(A) | COMMUNITY | $1,800 |
| CONGREGATION EMANU-EL OF THE CITY OF NEW YORK | ||||||
| 1 E 65TH ST | NEW YORK | NY | 100656501 | 509(a)1170(b)(1)(A) | RELIGIOUS | $200,000 |
| CORNELL UNIVERSITY | ||||||
| 377 PINE TREE RD | ITHACA | NY | 148502820 | 509(a)1170(b)(1)(A) | EDUCATION | $360,000 |
| HOSPITAL FOR SPECIAL SURGERY FUND INC | ||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 509(a)1170(b)(1)(A) | COMMUNITY | $270,000 |
| JEWISH FEDERATION OF GREATER PORTLAND | ||||||
| 6680 SOUTHWEST CAPITOL HIGHWAY | PORTLAND | OR | 97219 | 509(a)1170(b)(1)(A) | EDUCATION | $340,000 |
| JUPITER MEDICAL CENTER FOUNDATION INC | ||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 334587205 | 509(a)1170(b)(1)(A) | COMMUNITY | $427,000 |
| MORASHA OLAMI INC | ||||||
| 555 MADISON AVE | LAKEWOOD | NJ | 087013255 | 509(a)1170(b)(1)(A) | COMMUNITY | $180,000 |
| MULTIPLYING GOOD | ||||||
| 348 WEST 57TH STREET SUITE 115 | NEW YORK | NY | 10019 | 509(a)1170(b)(1)(A) | EDUCATION | $9,000 |
| NICKLAUS CHILDRENS HEALTH CARE FOUNDATION INC | ||||||
| 11780 US HIGHWAY 1 STE 105 | N PALM BEACH | FL | 334083074 | 509(a)1170(b)(1)(A) | COMMUNITY | $80,000 |
| PALM BEACH DAY ACADEMY INC | ||||||
| 241 SEAVIEW AVE | PALM BEACH | FL | 334804234 | 509(a)1170(b)(1)(A) | EDUCATION | $7,016,930 |
| SHARE OUR STRENGTH | ||||||
| 1030 15TH STREET NW SUITE 1100W | WASHINGTON | DC | 20005 | 509(a)1170(b)(1)(A) | COMMUNITY | $118,000 |
| TEMPLE JUDEA OF PALM BEACH COUNTY INC | ||||||
| 4311 HOOD RD | PALM BEACH GARDENS | FL | 334102177 | 509(a)1170(b)(1)(A) | RELIGIOUS | $200,000 |
| THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT ST RM 310 | PHILADELPHIA | PA | 191046205 | 509(a)1170(b)(1)(A) | EDUCATION | $1,200,000 |
| TIGER FOUNDATION | ||||||
| 101 PARK AVE | NEW YORK | NY | 101780002 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $618,000 |
| TRINITY EPISCOPAL SCHOOL CORPORATION | ||||||
| 139 W 91ST ST | NEW YORK | NY | 100241326 | 509(a)1170(b)(1)(A) | EDUCATION | $1,333,333 |
| UBUNTU EDUCATION FUND INC | ||||||
| 32 BROADWAY SUITE 414 | NEW YORK | NY | 10004 | 509(a)1170(b)(1)(A) | EDUCATION | $180,000 |
| UJA-FEDERATION OF NEW YORK | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | 509(a)1170(b)(1)(A) | COMMUNITY | $180,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | 501(3)(c) | COMMUNITY | $180,000 |
| CHILDRENS HOSPITAL CORPORATION | ||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | 501(c)(3) | COMMUNITY | $5,050 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | 501(c)(3) | COMMUNITY | $18,000 |
| FRIENDS OF UNITED HATZALAH INC | ||||||
| 442 5TH AVENUE 1866 | NEW YORK | NY | 10018 | 501(c)(3) | COMMUNITY | $18,000 |
| ISRAEL TENNIS & EDUCATION CENTERS FOUNDATION | ||||||
| 165 EAST 56TH STREET 2ND FLOOR | NEW YORK | NY | 10022 | 501(c)(3) | COMMUNITY | $25,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | 501(c)(3) | COMMUNITY | $18,000 |
| MOVEMBER FOUNDATION | ||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | 501(c)(3) | COMMUNITY | $360 |
| NYU LANGONE HOSPITALS | ||||||
| 550 1ST AVE | NEW YORK | NY | 10016 | 501(c)(3) | COMMUNITY | $1,800 |
| PALM BEACH POLICE FOUNDATION INC | ||||||
| 139 N COUNTY RD STE 26 | PALM BEACH | FL | 33480 | 501(c)(3) | COMMUNITY | $18,000 |
| PAVE ACADEMY CHARTER SCHOOL | ||||||
| 732 HENRY ST | BROOKLYN | NY | 11231 | 501(c)(3) | COMMUNITY | $18,000 |
| PROSTATE CANCER FOUNDATION | ||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | 501(c)(3) | COMMUNITY | $49,780 |
| RECTOR WARDENS VESTRY MEN OF ST BARTHOLOMEWS CHURCH | ||||||
| 325 PARK AVE | NEW YORK | NY | 10022 | 501(c)(3) | COMMUNITY | $18,000 |
| SUCCESS ACADEMY CHARTER SCHOOLS INC | ||||||
| 95 PINE STREET 6TH FLOOR | NEW YORK | NY | 10005 | 501(c)(3) | COMMUNITY | $18,000 |
| THE BOYS' CLUB OF NEW YORK | ||||||
| 91 FIFTH AVE 7TH FLOOR | NEW YORK | NY | 10003 | 501(c)(3) | COMMUNITY | $18,000 |
| THE MILKEN INSTITUTE | ||||||
| 1250 4TH ST 2ND FL | SANTA MONICA | CA | 90401 | 501(c)(3) | COMMUNITY | $50,000 |
| MUSTIQUE CHARITABLE FOUNDATION | ||||||
| PO BOX 20216 | NEW YORK | NY | 10021 | 501(c)(3) | COMMUNITY | $20,000 |
| TIGER GLOBAL PHILANTHROPIC VENTURES INC | ||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 501(c)(3) | COMMUNITY | $7,828,729 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT ST RM 305 | PHILADELPHIA | PA | 19104 | 501(c)(3) | COMMUNITY | $1,800,000 |
| YESHIVA OHR YITZCHAK INC | ||||||
| 1214 EAST 15TH STREET | BROOKLYN | NY | 11230 | 501(c)(3) | COMMUNITY | $36,000 |
| YOUNG ADULT INSTITUTE INC | ||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | 501(c)(3) | COMMUNITY | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,986,582 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,610 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $792,403 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,284,874 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,210,887 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,210,887 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SCOTT SHLEIFER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 NORTH COUNTY RD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $120,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JOHN T. ABLAMSKY, CPA TAX, ACCOUNTING, CONSULTING, ETC. | $28,600 | $14,300 | $14,300 |
| VINITAS PARTNERS ACCOUNTING | $120,000 | $25,000 | $95,000 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIGER FOUNDATION | |||||||||||
| 101 PARK AVE | NEW YORK | NY | 10005 | 2022-02-01 | $600,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $600,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER FOUNDATION | |||||||||||
| 101 PARK AVE | NEW YORK | NY | 10005 | 2022-10-07 | $18,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $18,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-04-06 | $2,933,678 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $2,933,678 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-07-05 | $1,096,385 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,096,385 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-10-07 | $1,898,666 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,898,666 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-12-19 | $1,900,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,900,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIGER FOUNDATION | |||||||||||
| 101 PARK AVE | NEW YORK | NY | 10005 | 2022-02-01 | $600,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $600,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER FOUNDATION | |||||||||||
| 101 PARK AVE | NEW YORK | NY | 10005 | 2022-10-07 | $18,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $18,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-04-06 | $2,933,678 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $2,933,678 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-07-05 | $1,096,385 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,096,385 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-10-07 | $1,898,666 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,898,666 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-12-19 | $1,900,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,900,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIGER FOUNDATION | |||||||||||
| 101 PARK AVE | NEW YORK | NY | 10005 | 2022-02-01 | $600,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $600,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER FOUNDATION | |||||||||||
| 101 PARK AVE | NEW YORK | NY | 10005 | 2022-10-07 | $18,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $18,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-04-06 | $2,933,678 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $2,933,678 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-07-05 | $1,096,385 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,096,385 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-10-07 | $1,898,666 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,898,666 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-12-19 | $1,900,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,900,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIGER FOUNDATION | |||||||||||
| 101 PARK AVE | NEW YORK | NY | 10005 | 2022-02-01 | $600,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $600,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER FOUNDATION | |||||||||||
| 101 PARK AVE | NEW YORK | NY | 10005 | 2022-10-07 | $18,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $18,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-04-06 | $2,933,678 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $2,933,678 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-07-05 | $1,096,385 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,096,385 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-10-07 | $1,898,666 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,898,666 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-12-19 | $1,900,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,900,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIGER FOUNDATION | |||||||||||
| 101 PARK AVE | NEW YORK | NY | 10005 | 2022-02-01 | $600,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $600,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER FOUNDATION | |||||||||||
| 101 PARK AVE | NEW YORK | NY | 10005 | 2022-10-07 | $18,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $18,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-04-06 | $2,933,678 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $2,933,678 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-07-05 | $1,096,385 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,096,385 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-10-07 | $1,898,666 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,898,666 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-12-19 | $1,900,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,900,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIGER FOUNDATION | |||||||||||
| 101 PARK AVE | NEW YORK | NY | 10005 | 2022-02-01 | $600,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $600,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER FOUNDATION | |||||||||||
| 101 PARK AVE | NEW YORK | NY | 10005 | 2022-10-07 | $18,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $18,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-04-06 | $2,933,678 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $2,933,678 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-07-05 | $1,096,385 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,096,385 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-10-07 | $1,898,666 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,898,666 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
| TIGER GLOBAL IMPACT VENTURES INC | |||||||||||
| C/O TIGER GLOBAL MANAGEMENT LLC 9 W | NEW YORK | NY | 10019 | 2022-12-19 | $1,900,000 | TO SUPPORT ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. | $1,900,000 | N/A | 12/31/22 | 2022-12-31 | GRANTS WERE USED TO SUPPORT ORGANIZATIONS AND ACTIVITIES THAT ACHIEVE OUR CHARITABLE MISSION. |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | Sales ExpenseSalesExpenseAmt |
|---|---|---|---|---|---|---|---|
| 95,700 SHARES OF ROBLOX CORPORATION | 2018-06 | Donated | 2022-06 | $2,516,862 | $433,042 | $2,083,820 | |
| 185,325 SHARES OF WARBY PARKER INC. | 2011-09 | Donated | 2022-06 | $2,565,321 | $0 | $2,565,321 | |
| 447 SHARES OF SAILPOINT TECHNOLOGIES HOLDINGS | Donated | 2022-08 | $29,167 | $7,186 | $21,981 | ||
| 57,400 SHARES OF ROBLOX CORPORATION | 2018-06 | Donated | 2022-10 | $1,950,803 | $259,735 | $1,691,068 | |
| 151,200 SHARES OF WARBY PARKER INC. | 2011-09 | Donated | 2022-10 | $2,048,350 | $0 | $2,048,350 | |
| 22,350 SHARES OF ROBLOX CORPORATION | 2018-06 | Donated | 2022-10 | $787,455 | $101,134 | $686,321 | |
| 2,859 SHARES OF PROCORE TECHNOLOGIES, INC. | 2015-03 | Donated | 2022-10 | $132,912 | $125,765 | $7,147 | |
| 3,650 SHARES OF SPOTIFY TECHNOLOGY S.A. | 2020-05 | Donated | 2022-10 | $290,472 | -$415,150 | $705,622 | |
| 19,550 SHARES OF UBER TECHNOLOGIES, INC. | Donated | 2022-10 | $477,400 | $0 | $477,400 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIRBNB INC - 484 SHARES | $23,433 | $41,382 |
| APOLLO ASSET MANAGEMENT INC - 10,430 SHARES | $212,165 | $665,330 |
| ASANA INC - 394 SHARES | $6,241 | $5,425 |
| DATADOG INC - 9,528 SHARES | $21,860 | $700,308 |
| DOORDASH INC - 10,893 SHARES | $500,054 | $531,796 |
| INTUIT INC - 1,368 SHARES | $0 | $532,453 |
| TOAST INC - 1,521 SHARES | $2,266 | $27,424 |
| WARBY PARKER INC - 427,570 SHARES | $0 | $1,228,197 |
| ZOOM VIDEO COMMUNICATIONS - 128 SHARES | $4,608 | $8,671 |
| ADYEN N.V. - EUR - 107 SHARES | $12,391 | $147,130 |
| WISE PLC - 4,665 SHARES | $16,097 | $31,582 |
| ALIBABA GROUP HOLDING - 725 SHARES | $41,566 | $63,865 |
| JD.COM INC - 612,585 SHARES | $36,069,756 | $34,384,396 |
| STONECO LTD - 3,801 SHARES | $7,967 | $35,881 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DAVERN CAPITAL PARTNERS | $100,000 | $100,000 |
| TIGER GLOBAL LONG OPPORTUNITIES, LP | $10,000,000 | $2,992,974 |
| TIGER GLOBAL, LP | $10,000,000 | $4,474,565 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $175,878 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $25 | $0 | $25 |
| BANK CHARGES | $1,000 | $1,000 | $0 |
| ADR FEES | $24,558 | $24,558 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $28,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |