EFRAIM GRINBERG FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EFRAIM GRINBERG FAMILY FOUNDATION (EIN 20-1944382)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202541339349104024
- Schema version
- 2024v5.1
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T16:38:01-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 HUDSON BLVD E SUITE 2200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201944382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EFRAIM GRINBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EFRA | BusinessNameControlTxt |
| Phone | 2128488640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CENTRAL PARK WEST 16F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EFRAIM GRINBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128488640 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN TEICHER CPA CFP | PreparerPersonNm |
| PTIN | P00226488 | PTIN |
| Phone | 2126976900 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,061,723 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,315 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,315 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,864 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,864 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,198 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $137,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,198 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $87,377 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,377 | 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 |
| Taxes Rev And Expnss | $193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $108 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,987 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,759 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $228 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,867 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $313 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,867 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,447 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,510 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $82,400 | CashBOYAmt |
| Cash EOY | $79,041 | CashEOYAmt |
| Cash EOYFMV | $79,041 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,193,228 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,222,034 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $982,682 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,275,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,301,075 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,061,723 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,275,628 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,301,075 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,275,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,301,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,275,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,301,075 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,275,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,447 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,301,075 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,301,075 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3 SHS ISHARES S&P 500 VALUE | P | 2024-06-10 | 2024-09-05 | $578 | $551 | $27 | $27 |
| 24 SHS ISHARES CORE S&P 500 ETF | P | 2022-05-25 | 2024-03-20 | $12,511 | $9,587 | $2,924 | $2,924 |
| 16 SHS ISHARES CORE S&P 500 ETF | P | 2023-08-14 | 2024-11-08 | $9,627 | $7,190 | $2,437 | $2,437 |
| 10 SHS ISHARES CORE S&P 500 ETF | P | 2020-08-03 | 2024-06-10 | $5,377 | $3,302 | $2,075 | $2,075 |
| 5 SHS ISHARES CORE S&P 500 ETF | P | 2022-07-29 | 2024-03-20 | $2,607 | $2,073 | $534 | $534 |
| 12 SHS ISHARES CORE S&P 500 ETF | P | 2022-01-21 | 2024-03-20 | $6,256 | $5,294 | $962 | $962 |
| 1 SHS ISHARES CORE S&P 500 ETF | P | 2020-08-03 | 2024-03-20 | $521 | $330 | $191 | $191 |
| 15 SHS ISHARES CORE S&P 500 ETF | P | 2022-03-15 | 2024-03-20 | $7,819 | $6,353 | $1,466 | $1,466 |
| 5 SHS ISHARES CORE S&P 500 ETF | P | 2023-08-14 | 2024-09-05 | $2,757 | $2,247 | $510 | $510 |
| 16 SHS ISHARES CORE S&P 500 ETF | P | 2020-07-20 | 2024-06-10 | $8,604 | $5,188 | $3,416 | $3,416 |
| 67 SHS ISHARES CURRENCY HEDGED | P | 2024-03-20 | 2024-06-10 | $2,403 | $2,304 | $99 | $99 |
| 151 SHS ISHARES CURRENCY HEDGED | P | 2024-03-20 | 2024-09-05 | $4,512 | $4,504 | $8 | $8 |
| 1 SHS ISHARES EDGE MSCI | P | 2023-04-10 | 2024-09-05 | $172 | $124 | $48 | $48 |
| 2 SHS ISHARES EDGE MSCI | P | 2023-02-10 | 2024-02-02 | $161 | $145 | $16 | $16 |
| 23 SHS ISHARES EDGE MSCI | P | 2022-07-29 | 2024-02-02 | $1,851 | $1,698 | $153 | $153 |
| 59 SHS ISHARES EDGE MSCI | P | 2023-04-10 | 2024-02-02 | $9,127 | $7,309 | $1,818 | $1,818 |
| 27 SHS ISHARES EDGE MSCI | P | 2022-01-21 | 2024-02-02 | $2,173 | $2,034 | $139 | $139 |
| 62 SHS ISHARES ESG AWARE MSCI | P | 2020-07-27 | 2024-02-02 | $6,757 | $4,528 | $2,229 | $2,229 |
| 2 SHS ISHARES ESG AWARE MSCI | P | 2023-10-30 | 2024-03-20 | $228 | $182 | $46 | $46 |
| 78 SHS ISHARES ESG AWARE MSCI | P | 2020-07-15 | 2024-03-20 | $8,888 | $5,686 | $3,202 | $3,202 |
| 20 SHS ISHARES ESG AWARE MSCI | P | 2020-07-15 | 2024-02-02 | $2,180 | $1,458 | $722 | $722 |
| 27 SHS ISHARES INC CORE MSCI | P | 2023-02-10 | 2024-02-02 | $1,316 | $1,337 | -$21 | -$21 |
| 67 SHS ISHARES INC CORE MSCI | P | 2023-02-10 | 2024-03-20 | $3,438 | $3,317 | $121 | $121 |
| 64 SHS ISHARES INC CORE MSCI | P | 2023-02-10 | 2024-09-05 | $3,421 | $3,169 | $252 | $252 |
| 3 SHS ISHARES S&P 100 | P | 2023-10-30 | 2024-11-08 | $870 | $590 | $280 | $280 |
| 1 SHS ISHARES S&P 100 | P | 2024-03-20 | 2024-06-10 | $258 | $246 | $12 | $12 |
| 83 SHS ISHARES S&P 500 | P | 2023-08-14 | 2024-02-02 | $6,663 | $5,877 | $786 | $786 |
| 22 SHS ISHARES S&P 500 | P | 2024-06-10 | 2024-09-05 | $1,980 | $1,962 | $18 | $18 |
| 17 SHS ISHARES S&P 500 | P | 2024-06-10 | 2024-11-08 | $1,720 | $1,516 | $204 | $204 |
| 45 SHS ISHARES S&P GLOBAL | P | 2023-10-30 | 2024-06-10 | $1,900 | $1,777 | $123 | $123 |
| 9 SHS ISHARES S&P GLOBAL | P | 2024-02-02 | 2024-06-10 | $380 | $348 | $32 | $32 |
| 2 SHS ISHARES S&P GLOBAL | P | 2023-10-30 | 2024-03-20 | $84 | $79 | $5 | $5 |
| 17 SHS ISHARES TR MSCI EAFE | P | 2024-06-10 | 2024-09-05 | $1,759 | $1,789 | -$30 | -$30 |
| 12 SHS ISHARES TR MSCI EAFE | P | 2020-07-20 | 2024-03-20 | $1,243 | $1,049 | $194 | $194 |
| 105 SHS ISHARES TR MSCI EAFE | P | 2021-01-25 | 2024-06-10 | $5,829 | $5,077 | $752 | $752 |
| 127 SHS ISHARES TR MSCI EAFE | P | 2021-01-25 | 2024-03-20 | $6,827 | $6,141 | $686 | $686 |
| 29 SHS ISHARES TR U S | P | 2022-05-25 | 2024-03-20 | $1,219 | $1,082 | $137 | $137 |
| 2 SHS ISHARES TR U S | P | 2022-05-25 | 2024-11-08 | $100 | $75 | $25 | $25 |
| 1 SHS ISHARES TR U S | P | 2023-08-14 | 2024-11-08 | $50 | $39 | $11 | $11 |
| 1 SHS ISHARES TR U S | P | 2023-08-14 | 2024-09-05 | $44 | $39 | $5 | $5 |
| 5 SHS ISHARES U.S. TECHNOLOGY | P | 2023-10-30 | 2024-11-08 | $804 | $517 | $287 | $287 |
| 5 SHS ISHARES U.S. TECHNOLOGY | P | 2022-10-28 | 2024-02-02 | $652 | $384 | $268 | $268 |
| 2 SHS ISHARES U.S. TECHNOLOGY | P | 2022-10-28 | 2024-06-10 | $288 | $154 | $134 | $134 |
| 14 SHS ISHARES U.S. TECHNOLOGY | P | 2022-10-28 | 2024-09-05 | $1,971 | $1,076 | $895 | $895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,198 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,189 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,189 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,189 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,009 | 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 | $1,009 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $186 | TaxDueAmt |
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 | DE | 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 | BAKER TILLY ADVISORY GROUP LP | IndividualWithBooksNm |
| Phone | 2126976900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 HUDSON BLVD E 2200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 (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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| EFRAIM GRINBERG | |||||||||
| 101 CENTRAL PARK WEST APT 16F | NEW YORK | NY | 10023 | PRESIDENT | 1.00 | $0 | $0 | $0 | |
| SUSAN TEICHER | |||||||||
| C/O BAKER TILLY 66 HUDSON BLVD E | NEW YORK | NY | 10001 | TREASURER | 0.00 | $0 | $0 | $0 | 2200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,163,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,234,608 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,234,608 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,519 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,216,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,189 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,189 | TotalTaxAmt |
| Distributable Before Adj | $59,615 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $59,615 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $59,615 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,063 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $60,063 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,615 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $24,820 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $49,199 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $42,530 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $116,549 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,063 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,615 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $448 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $116,997 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $116,997 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $24,820 | ExcessFromYear3Amt |
| Excess From Year2 | $49,199 | ExcessFromYear2Amt |
| Excess From Year1 | $42,530 | ExcessFromYear1Amt |
| Excess From Current Year | $448 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EFRAIM GRINBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AJC GLOBAL JEWISH ADVOCACY | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | 501(3)(C) | CHARITABLE | $25,000 |
| AMERICAN FRIENDS OF SCHNEIDER CHILDREN'S MEDICAL CENTER OF ISRAEL | |||||||
| 299 PARK AVENUE FL 2 | NEW YORK | NY | 10171 | NONE | 501(3)(C) | CHARITABLE | $5,000 |
| EMILY'S ENTOURAGE | |||||||
| PO BOX 71 | MERION STATION | PA | 19066 | NONE | 501(3)(C) | CHARITABLE | $5,000 |
| MOUNT SINAI MEDICAL CENTER | |||||||
| 5 E 98TH ST | NEW YORK | NY | 10029 | NONE | 501(3)(C) | CHARITABLE | $15,000 |
| THE CLUCK MISSION | |||||||
| 66 HUDSON BLVD E SUITE 2200 | NEW YORK | NY | 10001 | NONE | 501(3)(C) | CHARITABLE | $1,000 |
| THE DEBORAH PROJECT | |||||||
| PO BOX 212 | MERION STATION | PA | 19066 | NONE | 501(3)(C) | CHARITABLE | $5,000 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | NONE | 501(3)(C) | CHARITABLE | $3,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,315 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,864 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,198 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $87,377 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,377 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE EFRAIM GRINBERG FAMILY FOUNDATION MAKES AN ELECTION UNDER SUBPARAGRAPH (2) OF SECTION 53.4942(A)-3(D) TO HAVE ITS QUALIFIED DISTRIBUTION OF $109,107 IN 2023 APPLIED FIRST. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE S&P 500 ETF | $41,576 | $64,755 |
| ISHARES EDGE MSCI (2023) | $21,037 | $27,068 |
| ISHARES EDGE MSCI USA (2024) | $7,709 | $7,449 |
| ISHARES ES U.S. TECHNOLOGY (2022) | $6,143 | $10,050 |
| ISHARES INC CORE MSCI (2023) | $4,841 | $4,752 |
| ISHARES INC MSCI (2023) | $11,775 | $11,922 |
| ISHARES S&P 100 (2023) | $20,048 | $25,419 |
| ISHARES S&P 500 (2024) | $25,976 | $30,764 |
| ISHARES S&P 500 VALUE (2024) | $13,421 | $14,507 |
| ISHARES TR (2022) | $1,908 | $2,361 |
| ISHARES TR MSCI EAFE | $21,603 | $21,980 |
| ISHARES TR MSCI EAFE (2021) | $22,047 | $21,985 |
| MOVADO GROUP INC COMMON | $473,200 | $291,975 |
| MOVADO GROUP INC. CLASS A | $550,750 | $447,695 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,759 | $1,759 | $0 |
| FILING FEES | $228 | $0 | $228 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE FRANCHISE TAX | $85 | $0 | $85 |
| FOREIGN TAXES | $108 | $108 | $0 |