BENNETT FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BENNETT FAMILY FOUNDATION (EIN 90-0920378)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349100149
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T08:21:38-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 900920378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BENNETT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PROSKAUER ROSE LLP J WAXENBERG | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENN | BusinessNameControlTxt |
| Phone | 2129693606 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J ROBERT SMALL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2129693606 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | J | PersonFirstNm |
| Person Last | ROBERT SMALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER J COSCIA | PreparerPersonNm |
| PTIN | P00750935 | PTIN |
| Phone | 6462135100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,072,215 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15,262 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,542 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,097 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,191 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,329 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $41,868 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $56,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $173,601 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Net Invst Incm | $86 | InterestNetInvstIncmAmt |
| Taxes Net Invst Incm | $3,142 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $31,039 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,760 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,425 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,039 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,988 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,425 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $516,335 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $516,335 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $547,374 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,988 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $529,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$491,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,613 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,947,261 | CashBOYAmt |
| Cash EOY | $1,383,948 | CashEOYAmt |
| Cash EOYFMV | $1,383,948 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,578,815 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,534,488 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,534,488 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,794,547 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,153,779 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,153,779 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,320,623 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,072,215 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,072,215 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,046 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,046 | 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 | $9,318,123 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,071,169 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,318,123 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,071,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,320,623 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,072,215 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,318,123 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$491,344 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,826,779 | SubtotalAmt |
| Other Decreases | $755,610 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,071,169 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| THRU JFI-AV OFFSHORE, LLC | P | -$43 | -$43 |
| THRU JFI-AV OFFSHORE, LLC | P | -$16,286 | -$16,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,329 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,024 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,024 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,024 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,790 | 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 | $6,790 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,766 | OverpaymentAmt |
| Applied To ES Tax | $4,766 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | J ROBERT SMALL CO PROSKAUER ROSE | IndividualWithBooksNm |
| Phone | 2129693606 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| STACEY L BENNETT | |||||||||
| C/O PROSKAUER ROSE LLP 11 TIMES | SQUARE | NEW YORK | NY | 10036 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL BENNETT | |||||||||
| C/O PROSKAUER ROSE LLP 11 TIMES | SQUARE | NEW YORK | NY | 10036 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| J ROBERT SMALL | |||||||||
| C/O PROSKAUER ROSE LLP 11 TIMES | SQUARE | NEW YORK | NY | 10036 | TREASURER | 0.00 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,787,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,267,509 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,054,926 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,054,926 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,824 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,919,102 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $445,955 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $445,955 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,024 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,024 | TotalTaxAmt |
| Distributable Before Adj | $443,931 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $443,931 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $443,931 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $529,760 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $529,760 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $443,931 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $70,710 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $39,568 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,278 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $529,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $443,931 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $85,829 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $196,107 | 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 | $70,710 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $125,397 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $39,568 | ExcessFromYear1Amt |
| Excess From Current Year | $85,829 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| PARK AVENUE SYNAGOGUE | |||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | PC | CHARITABLE | $23,534 | |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | EDUCATIONAL | $25,000 | |
| SID JACOBSON JEWISH COMMUNITY CENTER | |||||||
| 300 FOREST DRIVE | EAST HILLS | NY | 11548 | PC | CHARITABLE | $3,000 | |
| TEMPLE EMANU-EL OF THE CITY OF NEW YORK | |||||||
| ONE EAST 65TH STREET | NEW YORK | NY | 10065 | PC | CHARITABLE | $12,450 | |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT ST SUITE 300 | PHILADELPHIA | PA | 19104 | PC | EDUCATIONAL | $138,334 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 545 FIFTH AVENUE SUITE 920 | NEW YORK | NY | 10017 | PC | CHARITABLE | $9,600 | |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET 4FL | NEW YORK | NY | 10022 | PC | CHARITABLE | $22,917 | |
| HORACE MANN SCHOOL | |||||||
| 231 WEST 246TH STREET | NEW YORK | NY | 10471 | PC | EDUCATIONAL | $126,000 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | PC | CHARITABLE | $11,250 | |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | PC | CHARITABLE | $50,000 | |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | PC | CHARITABLE | $1,500 | |
| PALM BEACH UNITED WAY | |||||||
| ATTN NANCY WHEELER 44 COCOANUT ROW | PALM BEACH | FL | 33480 | PC | CHARITABLE | $1,500 | STE M-201 |
| RIVERSIDE HAWKS | |||||||
| 490 RIVERSIDE DR | NEW YORK | NY | 10027 | PC | CHARITABLE | $2,500 | |
| YALE UNIVERSITY DEVELOPMENT | |||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 065212038 | PC | EDUCATIONAL | $25,000 | |
| CAMPUS ELECTION ENGAGEMENT PROJECT | |||||||
| 1700 EAST PUTNAM AVE SUITE 101 | GREENWICH | CT | 06870 | PC | EDUCATIONAL | $1,000 | |
| ASPHALT GREEN | |||||||
| 555 EAST 90TH STREET | NEW YORK | NY | 10128 | PC | CHARITABLE | $5,000 | |
| CHICAGO BOOTH | |||||||
| 5807 SOUTH WOODLAWN AVENUE | CHICAGO | IL | 60637 | PC | EDUCATIONAL | $5,000 | |
| CHILD MIND INSTITUTE | |||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | PC | EDUCATIONAL | $1,000 | |
| HARVARD HILLEL | |||||||
| 52 MT AUBRUN STREET | CAMBRIDGE | MA | 02138 | PC | EDUCATIONAL | $10,000 | |
| HORACE MANN SCHOOL | |||||||
| 231 WEST 246TH STREET | NEW YORK | NY | 10471 | PC | CHARITABLE | $30,000 | |
| JCCA | |||||||
| 858 E 29TH STREET | BROOKLYN | NY | 11210 | PC | EDUCATIONAL | $5,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 555 CROTON ROAD | KING OF PRUSSIA | PA | 19408 | PC | CHARITABLE | $1,000 | |
| MORSELIFE FOUNDATION INC | |||||||
| 4847 DAVID S MACK DR | WEST PALM BEACH | FL | 33417 | PC | CHARITABLE | $3,500 | |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 875 N MICHIGAN AVE SUITE 3100 | CHICAGO | IL | 60611 | PC | EDUCATIONAL | $500 | |
| RIVERDALE SENIOR SERVICES | |||||||
| 2600 NETHERLAND AVE | BRONX | NY | 10463 | PC | CHARITABLE | $750 | |
| SELFHELP COMMUNITY SERVICES FOUNDATION | |||||||
| DEVELOPMENT DEPARTMENT 520 EIGHTH | NEW YORK | NY | 10018 | PC | CHARITABLE | $500 | AVENUE 25TH FLOOR |
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||
| 95 PINE STREET FLOOR 6 | NEW YORK | NY | 10005 | PC | CHARITABLE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $516,335 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,262 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,097 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$16,329 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $56,030 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,030 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MSC INDUSTRIAL DIRECT CO., INC. CLASS A COMMON STOCK | StockNm |
| EOY Book Value | $1,534,488 | EOYBookValueAmt |
| EOYFMV | $1,534,488 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JFI-AV OFFSHORE, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,153,779 | BookValueAmt |
| EOYFMV | $5,153,779 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS FROM INVESTMENTS | Desc |
| Amt | $755,610 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE FEES AND TAXES | $110 | $110 | $0 |
| FILING FEES | $250 | $0 | $250 |
| JFI-AV OFFSHORE, LLC | $0 | $11,145 | $0 |
| MANAGEMENT FEES | $26,349 | $13,175 | $13,175 |
| PUBLICATION AND SUBSCRIPTION FEES | $330 | $330 | $0 |
| PY 990-PF EXTENSION PAYMENT | $4,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JFI-AV OFFSHORE, LLC | Desc |
| Net Investment Income | $41,868 | NetInvestmentIncomeAmt |