2023-11-15T19:27:11-06:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-06 874537086 The Teddy Balkind Charitable Foundation % Foundation Source TEDD 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 jonathan balkind Dir, Pres 8008391754 2023-11-11 true jonathan balkind 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X X 747657 X 844372 1697 1697 644 644 39 6064 5651 846752 7992 0 87471 175 87296 87471 175 87296 0 0 87471 175 87296 759281 7817 693973 693973 65308 53684 0 759281 747657 0 0 X 759281 0 759281 0 759281 0 759281 759281 759281 Publicly-traded Securities 6064 413 5651 5651 5651 109 109 109 0 200 200 91 91 false false false false false false false true true DE true false true false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Jonathan B Balkind Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Karey J Balkind Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Leslie B Balkind Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Sara K Balkind Adler Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Rand M Eyberg Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Denis M Manelski Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Peter McGeough Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas 1.0 0 0 0 Ken Walton Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 The Stanwich Club 888 North Street Greenwich CT 068312844 Philanthropic 57464 44150 422518 0 466668 0 466668 7000 459668 22669 22669 109 109 22560 22560 22560 87296 0 0 0 0 87296 22560 2020 2019 2018 87296 22560 64736 64736 0 21500 43236 43236 X 14 1697 14 644 18 39 2380 2380 false false false false false false false false false false X X 1 MICHELLE ADAMS 564 Harbor Road Southport CT 06890 5000 X 2 American Endowment Foundation 55 Walls Dr Fairfield CT 06824 10000 X 3 Dmitry Balyasny PO Box 1001 Wilson WY 83014 65000 X 4 AMBER BERRY 9 Cottontail Road Cos Cob CT 06807 5000 X 5 JUSTIN BORST 22 Oakwood Road Allendale NJ 07401 21000 X 6 Brian Bertonazzi 55 Walls Dr Fairfield CT 06824 5000 X 7 Buck and Leslie Balkind 55 Walls Dr Fairfield CT 06824 10000 X 8 PATRICK BURSEE 1 Hemlock Road West Nyack NY 10994 5000 X 9 Lisa CalyaniS 11 Bickford Lane New Canaan CT 06840 5000 X 10 Cowen and Company LLC c/o Controller 599 Lexington Ave New York NY 10022 5000 X 11 GERARD Cronin Jr 100 King Rail Drive Unit 215 Lynnfield MA 01940 10000 X 12 Danbury Thrashers LLC c/o Accounting 61 North Mountain R Brookfield CT 06840 5000 X 13 Delucia Family Foundation c/o Attn David Delucia 1 Runkenhag Darien CT 06820 10000 X 14 Denis Manelski 55 Walls Dr Fairfield CT 06824 10000 X 15 Denise Stephens 55 Walls Dr Fairfield CT 06824 10000 X 16 WILL Deriso 10 Point O Woods Road S Darien CT 06820 7398 X 17 Dmitry Balyasny 55 Walls Dr Fairfield CT 06824 20000 X 18 ANONYMOUS DONOR 55 Walls Drive Fairfield CT 06824 5000 X 19 Dowling Partners Securities LLC c/o Denise Schaeffer 190 Farmingto Farmington CT 06032 100000 X 20 Evercore ISI c/o Finance Department 55 E 52nd S New York NY 10055 10000 X 21 CONOR FitzgeralD 133 West 28th street New York NY 10001 10000 X 22 MICHAEL Fredericks 81 Windrow Lane New Canaan CT 06840 30000 X 23 ERIC Haley 12 Birchwood Avenue New Canaan CT 06840 10000 X 24 TODD Halky 354 Greens Farm Road Westport CT 06880 5000 X 25 EDWARD Hyman 10 Gracie Square Apt 9H New York NY 10028 20000 X 26 CARYN U Jacoby 201 COGNEWAUGH ROAD COS COB CT 068071505 5220 X 27 RICHARD J Jacoby 201 COGNEWAUGH ROAD COS COB CT 068071505 6025 X 28 James Buccola 55 Walls Dr Fairfield CT 06824 10000 X 29 Jeffrey Morgan 55 Walls Dr Fairfield CT 06824 10000 X 30 Jonathan Liebergall 55 Walls Dr Fairfield CT 06824 10000 X 31 KEVIN AND CONSTANZE SHERIDAN 807 Weed Street New Canaan CT 06840 5000 X 32 CONNOR Koropatnicki 282 DUNDONALD AVE HAMILTON ONTARIO CA L8K5B1 5580 X 33 MICHAEL Kramer 721 N Wilton Road New Canaan CT 068402420 10000 X 34 Mark DeFranco 55 Walls Dr Fairfield CT 06824 10000 X 35 Michael Fredericks 55 Walls Dr Fairfield CT 06824 20000 X 36 Peter McGeough 55 Walls Dr Fairfield CT 06824 10000 X 37 Peter Ozzimo 55 Walls Dr Fairfield CT 06824 10000 X 38 Peter Savitz Foundation c/o Peter Savitz Trustee 50 Perki Greenwich CT 06830 10000 X 39 Rand Eyberg 55 Walls Dr Fairfield CT 06824 10000 X 40 Robert Castrignano 55 Walls Dr Fairfield CT 06824 5000 X 41 DOMINICK Ruggiero 75 Forest Ave New Rochelle NY 10804 5000 X 42 JEFF Runnfeldt 818 Hot Springs Road Montecito CA 93108 5000 X 43 JON Santemma 333 West End Ave APT 14A New York NY 10023 10000 X 44 LEONARD Savage 850 Pacific Street Apt 1906 Stamford CT 06902 5000 X 45 STEPHEN Schurr 20 West 53rd Street Apt 21A New York NY 10019 5000 X 46 THOMAS Stephens 2205 Prospect Avenue Spring Lake NJ 07762 51456 X 47 ANIL Stevens 1965 Broadway New York NY 10023 5000 X 48 Terry Maltese 55 Walls Dr Fairfield CT 06824 10000 X 49 Thomas A Sapio 55 Walls Dr Fairfield CT 06824 9990 X 50 Tom Omalley 55 Walls Dr Walls Dr CT 06824 10000 X 51 MICHAEL Whittier 15 Chapel Road North Hampton NH 03862 5000 X 16 MORGAN STANLEY MS, 80 sh. 7398 2022-03-24 26 APPLE INC AAPL, 30 sh. 5220 2022-03-25 27 MICROSOFT CORP MSFT, 20 sh. 6025 2022-03-24 46 KKR & CO INC KKR, 910 sh. 51456 2022-04-11 Part XII, Line 7 (990-PF) Part XII, Line 7 (990-PF) The Teddy Balkind Charitable Foundation (the "Foundation") received grants totaling $21,500 in the taxable year ending December 31, 2022 from Yvonne and Leslie Pollack Foundation, Mathis-Pfohl Foundation, High Five Foundation, Delucia Family Foundation, and The Peter Savitz Foundation, each private non-operating foundations. As reported in Part XII, Line 7, the Foundation is treating $21,500 of its 2022 qualifying distributions in excess of the immediately preceding tax year's undistributed income as distributions out of corpus as required by Internal Revenue Code Section 4942(g)(3) and Treasury Regulations Section 53.4942(a)-3(c)(2). Additionally, as required, the Foundation has no remaining undistributed income for 2022. APPLE INC 5220 3898 KKR & CO INC 51456 42242 MORGAN STANLEY 7398 6802 THE BLACKSTONE GROUP INC CL A 1234 742 Administrative Fees 5826 5826 Administrative Set-Up Fee 4400 4400 Bank Charges 175 175 Delaware Incorporation Fees 500 500 Fundraising Event 57464 57464 IRS Application Fees 600 600 PAYPAL AND STRIPE FEES 18506 18506 Dmitry Balyasny PO Box 1001 Wilson WY 83014 JUSTIN BORST 22 Oakwood Road Allendale NJ 07401 Dowling Partners Securities LLC c/o Denise Schaeffer 190 Farmingto Farmington CT 06032 MICHAEL Fredericks 81 Windrow Lane New Canaan CT 06840 EDWARD Hyman 10 Gracie Square Apt 9H New York NY 10028 THOMAS Stephens 2205 Prospect Avenue Spring Lake NJ 07762