BARON CAPITAL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BARON CAPITAL FOUNDATION (EIN 14-2004657)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-27
- IRS object ID
- 202243009349100224
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-27T14:54:16-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 142004657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARON CAPITAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARO | BusinessNameControlTxt |
| Phone | 2125832010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 767 FIFTH AVENUE 49TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD BARON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125832010 | PhoneNum |
| Signature | 2022-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RONALD | PersonFirstNm |
| Person Last | BARON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIE ARRIGO | PreparerPersonNm |
| PTIN | P00058583 | PTIN |
| Phone | 2129498700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $132,118,358 | 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 | $9,609,307 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,647 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,647 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,984,555 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,984,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,984,555 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,874,951 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,874,951 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $20,481,460 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,872,153 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,300 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $13,785 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $13,785 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $330,011 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,740 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $240 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $374,136 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,336 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,638,754 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,638,754 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,012,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,336 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,654,554 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,468,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,843,817 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50 | CashBOYAmt |
| Cash EOY | $582,895 | CashEOYAmt |
| Cash EOYFMV | $582,895 | CashEOYFMVAmt |
| Other Investments BOY | $28,758,502 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,644,227 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $131,535,463 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,758,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,227,122 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $132,118,358 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,000,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,000,000 | 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 | $23,758,552 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,227,122 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,758,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,227,122 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,758,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,227,122 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,758,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,468,570 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,227,122 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,227,122 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LONG TERM CAPITAL GAIN DISTRIBUTIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,984,555 | GrossSalesPriceAmt |
| Gain Or Loss | $3,984,555 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,984,555 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,984,555 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $150,729 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $150,729 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $150,729 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200,637 | 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 | $200,637 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $162 | EsPenaltyAmt |
| Overpayment | $49,746 | OverpaymentAmt |
| Applied To ES Tax | $49,746 | 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RONALD BARON | IndividualWithBooksNm |
| Phone | 2125832010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BARON CAPITAL GROUP 767 FIFTH | AddressLine1Txt |
| Address Line2 | AVE | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RONALD BARON | ||||||||
| 767 FIFTH AVENUE 49TH FL | NEW YORK | NY | 10153 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MICHAEL R BARON | ||||||||
| 767 FIFTH AVENUE 49TH FL | NEW YORK | NY | 10153 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DAVID R BARON | ||||||||
| 767 FIFTH AVENUE 49TH FL | NEW YORK | NY | 10153 | TRUSTEE | 2.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $105,272,312 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $105,348,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $105,348,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,580,224 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,768,052 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,188,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,188,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $150,729 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $150,729 | TotalTaxAmt |
| Distributable Before Adj | $5,037,674 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,037,674 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,037,674 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,654,554 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,654,554 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,037,674 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $584,847 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $654,809 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $617,831 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,913 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,880,400 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,654,554 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,654,554 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,383,120 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,383,120 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $497,280 | 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 | $497,280 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $474,367 | ExcessFromYear3Amt |
| Excess From Year2 | $22,913 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (115 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HORACE MANN | |||||||||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| UJA | |||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $125,000 | ||||||
| UJA | |||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $15,000 | ||||||
| BRONX HIGH SCHOOL OF SCIENCE | |||||||||||||
| 75 W 205TH ST | BRONX | NY | 10468 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| REUT USA | |||||||||||||
| 21550 OXNARD ST SUITE 1000 | WOODLAND HILLS | CA | 91367 | NONE | PC | GENERAL SUPPORT | $15,000 | ||||||
| CHILDRENS HEALTH ALLIANCE FOR ISRAEL | |||||||||||||
| 1345 AVENUE OF THE AMERICAS 2ND | NEW YORK | NY | 10105 | NONE | PC | GENERAL SUPPORT | $50,000 | FLOOR | |||||
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| MEMORIAL SLOAN KETTERING | |||||||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| JERUSALEM FOUNDATION | |||||||||||||
| 420 LEXINGTON AVENUE SUITE 1645 | NEW YORK | NY | 10170 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| BRIDGE GOLF FOUNDATION | |||||||||||||
| 40 WEST 117TH STREET | NEW YORK | NY | 10026 | NONE | PC | GENERAL SUPPORT | $20,000 | ||||||
| MJS | |||||||||||||
| 39 BROADWAY 3RD FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| STEPHEN GAYNOR SCHOOL | |||||||||||||
| 148 W 90TH ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| BUCKNELL | |||||||||||||
| ONE DENT DRIVE | LEWISBURG | PA | 17837 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| EMORY UNIVERSITY | |||||||||||||
| 1762 CLIFTON ROAD SUITE 1400 | ATLANTA | GA | 30322 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| DUKE UNIVERSITY | |||||||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| COLUMBIA BUSINESS SCHOOL | |||||||||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | NONE | PC | GENERAL SUPPORT | $10,000 | 4524 | |||||
| HAITIAN HEALTH FOUNDATION | |||||||||||||
| 97 SHERMAN ST | NORWICH | CT | 06360 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||||
| ISRAEL DEFENCE FORCES | |||||||||||||
| 6505 WILSHIRE BLVD SUITE 625 | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| KINDNESS MATTERS 365 | |||||||||||||
| 20283 STATE ROAD 7 SUITE 106 | BOCA RATON | FL | 33498 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $3,821 | ||||||
| BIG BROTHER BIG SISTERS OF AMERICA | |||||||||||||
| 2502 NROCKY POINT DRIVE SUITE 550 | TAMPA | FL | 33607 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| ROBIN HOOD | |||||||||||||
| 826 BROADWAY 9 | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| WORLD CENTRAL KITCHEN | |||||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| ALIMENTA LA SOLIDARIDAD | |||||||||||||
| 78 SW 7TH STREET SUITE 800 | MIAMI | FL | 33130 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| BAY AREA CRISIS NURSERY | |||||||||||||
| 1506 MENDOCINO DR | CONCORD | CA | 94521 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| BOWERY MISSION | |||||||||||||
| 355 LEXINGTON AVE FLOOR 19 | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| BOYS & GIRLS CLUBS OF AMERICA | |||||||||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | PC | GENERAL SUPPORT | $648 | ||||||
| BOYS AND GIRLS CLUB OF GREENWICH | |||||||||||||
| 4 HORSENECK LN | GREENWICH | CT | 06830 | NONE | PC | GENERAL SUPPORT | $300 | ||||||
| CASA-NYC | |||||||||||||
| 48 WALL ST 11TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| CHAI LIFELINE | |||||||||||||
| 151 W 30TH ST | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| CHILDHOOD LEAGUE INC | |||||||||||||
| 674 CLEVELAND AVE | COLUMBUS | OH | 43215 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| CHILDREN'S AID | |||||||||||||
| 117 W 124TH ST | NEW YORK | NY | 10027 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| COMMUNITY CENTER OF NORTHERN WESTCHESTER | |||||||||||||
| 84 BEDFORD RD | KATONAH | NY | 10536 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| COMPREHENSIVE YOUTH DEVELOPMENT (CYD) | |||||||||||||
| 240 2ND AVE | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| CONNECTICUT COMMUNITY FOUNDATION INC HARRIS FAMILY SCHOLARSHIP FUND | |||||||||||||
| 43 FIELD ST | WATERBURY | CT | 06702 | NONE | PC | GENERAL SUPPORT | $450 | ||||||
| FEEDING AMERICA | |||||||||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $1,280 | ||||||
| FEEDING WESTCHESTER | |||||||||||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | NONE | PC | GENERAL SUPPORT | $375 | ||||||
| FELIX ORGANIZATION | |||||||||||||
| 43 OYSTER BAY ROAD | LOCUST VALLEY | NY | 11560 | NONE | PC | GENERAL SUPPORT | $225 | ||||||
| FIRST BOOK | |||||||||||||
| 1319 F ST NW SUITE 1000 | WASHINGTON | DC | 20004 | NONE | PC | GENERAL SUPPORT | $150 | ||||||
| FOOD BANK OF NEW YORK CITY | |||||||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $495 | ||||||
| HIGHER ACHIEVEMENT | |||||||||||||
| 1750 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| HOLY APOSTLES SOUP KITCHEN | |||||||||||||
| 296 9TH AVE | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $450 | ||||||
| HOPE ATLANTA | |||||||||||||
| 458 PONCE DE LEON AVE NE | ATLANTA | GA | 30308 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| MAKE-A-WISH AMERICA | |||||||||||||
| 1702 E HIGHLAND AVE SUITE 400 | PHOENIX | AZ | 85016 | NONE | PC | GENERAL SUPPORT | $330 | ||||||
| MEALS ON WHEELS | |||||||||||||
| 1550 CRYSTAL DRIVE SUITE 1004 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| NEW YORK CARES | |||||||||||||
| 65 BROADWAY 19TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $225 | ||||||
| NO CHILD HUNGRY | |||||||||||||
| 1030 15TH STREET NW SUITE 1100 W | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| SALVATION ARMY NATIONAL CORP | |||||||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||||
| THE MARINE TOYS FOR TOTS FOUNDATION | |||||||||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | PC | GENERAL SUPPORT | $725 | ||||||
| PALM BEACH COUNTY FOOD BANK | |||||||||||||
| 701 BOUTWELL RD SUITE A-2 | LAKE WORTH | FL | 33461 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||||
| CENTRAL PARK CONSERVANCY | |||||||||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| PLANNED PARENTHOOD OF SOUTH EAST AND NORTH FLORIDA | |||||||||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||||
| 30 DAY FUND INC | |||||||||||||
| 1314 RUGBY ROAD | CHARLOTTESVILLE | VA | 22903 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| HORACE MANN | |||||||||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||||
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||||||||
| 1300 MORRIS PARK AVE | THE BRONX | NY | 10461 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||||
| AMERICAN FRIENDS OF THE UHN | |||||||||||||
| NONE | PC | GENERAL SUPPORT | $10,000 | R FRASER ELLIOT BUILDING 5TH FL | 5S-801 190 ELIZABETH ST | TORONTO | M5G 2C4 | CA | |||||
| MANHATTAN THEATER CLUB | |||||||||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| UJA | |||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $8,200 | ||||||
| FOOD ALLERGY SCIENCE INITIATIVE | |||||||||||||
| 105 BROADWAY ROOM 381 | CAMBRIDGE | MA | 02142 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| MORSELIFE FOUNDATION | |||||||||||||
| FOUNDATION CENTER 4920 LORING DR | WEST PALM BEACH | FL | 33417 | NONE | PC | GENERAL SUPPORT | $250,000 | ||||||
| MOUNT SINAI HEALTH SYSTEM CRYSTAL PARTY | |||||||||||||
| 555 W 57TH ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $15,000 | ||||||
| JEWISH FEDERATION OF PALM BEACH | |||||||||||||
| 1 HARVARD CIR 100 | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||||
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||||||||
| 1 HARVARD CIR 100 | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||||
| STEPHEN GAYNOR SCHOOL | |||||||||||||
| 148 W 90TH ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| FIDF | |||||||||||||
| 6505 WILSHIRE BLVD SUITE 625 | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| EDUCATIONAL ALLIANCE | |||||||||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10002 | NONE | PC | GENERAL SUPPORT | $17,500 | ||||||
| PHYSICIANS FOR HUMAN RIGHTS | |||||||||||||
| 256 W 38TH ST 9TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $2,500 | ||||||
| STEPHEN GAYNOR SCHOOL | |||||||||||||
| 148 W 90TH ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| HORACE MANN | |||||||||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | NONE | PC | GENERAL SUPPORT | $7,500 | ||||||
| UNIVERSITY OF PENNSYLVANIA (WHARTON FUND) | |||||||||||||
| VANCE HALL | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL SUPPORT | $7,500 | ||||||
| DUKE UNIVERSITY | |||||||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $7,500 | ||||||
| EDUCATIONAL ALLIANCE | |||||||||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10002 | NONE | PC | GENERAL SUPPORT | $400,000 | ||||||
| WORLD TRADE CENTER PAC | |||||||||||||
| ONE LIBERTY PLAZA 29TH FL | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $200,000 | ||||||
| UJA FEDERATION OF NEW YORK | |||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $250,000 | ||||||
| THE JERUSALEM FOUNDATION | |||||||||||||
| 420 LEXINGTON AVENUE SUITE 1645 | NEW YORK | NY | 10170 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||||
| AMERICAN FRIENDS ISRAELI NAVY SEALS | |||||||||||||
| 138 W 133RD ST | NEW YORK | NY | 10030 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||||
| SOUTHAMPTON HOSPITAL FOUNDATION | |||||||||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL SUPPORT | $250,000 | ||||||
| CBN | |||||||||||||
| 977 CENTERVILLE TURNPIKE | VIRGINA BEACH | VA | 23463 | NONE | PC | GENERAL SUPPORT | $22,000 | ||||||
| EAST HAMPTON VILLAGE FOUNDATION | |||||||||||||
| 132 N MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| ICAHN SCHOOL OF MEDICINE (JAFFE FOOD ALLERGY | |||||||||||||
| 5 E 98TH ST 10TH FLOOR | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $15,000 | ||||||
| HORACE MANN | |||||||||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| BRIDGE GOLF FOUNDATION | |||||||||||||
| 40 WEST 117TH STREET | NEW YORK | NY | 10026 | NONE | PC | GENERAL SUPPORT | $6,000 | ||||||
| MORSELIFE FOUNDATION | |||||||||||||
| FOUNDATION CENTER 4920 LORING DR | WEST PALM BEACH | FL | 33417 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| NORTON MUSEUM OF ART | |||||||||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL SUPPORT | $15,000 | ||||||
| AMERICAN FRIENDS ISRAEL MUSEUM | |||||||||||||
| 545 5TH AVE 920 | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| UJA FEDERATION OF NEW YORK | |||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| EDUCATIONAL ALLIANCE | |||||||||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10002 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| HOSPITAL FOR SPECIAL SURGERY | |||||||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||||
| BREAST CANCER RESEARCH FOUNDATION | |||||||||||||
| 28 W 44TH ST 609 | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $13,516 | ||||||
| JEWISH CENTER FOR THE HAMPTONS | |||||||||||||
| 44 WOODS LN | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||||||
| 5 E 98TH ST 10TH FLOOR | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||||
| MJHS | |||||||||||||
| 39 BROADWAY 300 | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| WEILL CORNELL MEDICAL COLLEGE | |||||||||||||
| 1300 YORK AVENUE ROOM F-113 | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $30,000 | ||||||
| AFINS | |||||||||||||
| PO BOX 20080 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||||
| REUT USA | |||||||||||||
| 21550 OXNARD ST SUITE 1000 | WOODLAND HILLS | CA | 91367 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| HORACE MANN | |||||||||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| HORACE MANN | |||||||||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| BUCKNELL UNIVERSITY | |||||||||||||
| ONE DENT DR | LEWISBURG | PA | 17837 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| EMORY UNIVERSITY | |||||||||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| DUKE UNIVERSITY | |||||||||||||
| 1121 WEST MAIN STREET SUITE 1200 | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| COLUMBIA BUSINESS SCHOOL | |||||||||||||
| 665 W 130TH ST | NEW YORK | NY | 10027 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| STEPHEN GAYNOR SCHOOL | |||||||||||||
| 148 W 90TH ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| BRONX HIGH SCHOOL OF SCIENCE | |||||||||||||
| 240 E 172ND ST | BRONX | NY | 10457 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| KINDNESS MATTERS 365 | |||||||||||||
| 20423 SR 7 SUITE F6-268 | BOCA RATON | FL | 33498 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| FARE | |||||||||||||
| 7901 JONES BRANCH DRIVE SUITE 240 | MCLEAN | VA | 22102 | NONE | PC | GENERAL SUPPORT | $15,000 | ||||||
| ST JUDES CHILDRENS RESEARCH HOSPITAL | |||||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| GUILD HALL | |||||||||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL SUPPORT | $200,000 | ||||||
| ISRAEL DEFENCE FORCES | |||||||||||||
| 6505 WILSHIRE BLVD SUITE 625 | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| MOVEMBER FOUNDATION | |||||||||||||
| PO BOX 2040 | SANTA MONICA | CA | 90406 | NONE | PC | GENERAL SUPPORT | $6,564 | ||||||
| PROSTATE CANCER FOUNDATION | |||||||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| THE FELIX ORGANIZATION | |||||||||||||
| 43 OYSTER BAY ROAD | LOCUST VALLEY | NY | 11560 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||||||
| PO BOX 5892 | HICKSVILLE | NY | 11802 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||||||
| PO BOX 5892 | HICKSVILLE | NY | 11802 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| UJA | |||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $15,000 | ||||||
| UNIVERSITY OF PENNSYLVANIA- WHARTON FUND | |||||||||||||
| VANCE HALL | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,638,754 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MORSELIFE FOUNDATION | |||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PC | GENERAL SUPPORT | $1,000,000 |
| STEPHEN GAYNOR SCHOOL | |||||||
| 148 W 90TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $800,000 |
| EDUCATIONAL ALLIANCE | |||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10002 | NONE | PC | GENERAL SUPPORT | $1,600,000 |
| WORD TRADE CENTER PAC | |||||||
| ONE LIBERTY PLAZA 29TH FL | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $800,000 |
| UNITED JEWISH APPEAL | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $1,000,000 |
| SOUTHAMPTON HOSPITAL FOUNDATION | |||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL SUPPORT | $500,000 |
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 1300 YORK AVENUE ROOM F-113 | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $120,000 |
| GUILD HALL | |||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL SUPPORT | $800,000 |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,020,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,647 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,874,951 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,984,555 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,872,153 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,872,153 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BAMCO INC | ||||||
| 1 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $8,962,879 | Yes (X) |
| BARON FAMILY 2014 CLAT | ||||||
| 2 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $449,280 | Yes (X) |
| BARON FAMILY 2015 CLAT | ||||||
| 3 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $112,320 | Yes (X) |
| BARON FAMILY 2017 CLAT | ||||||
| 4 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $38,080 | Yes (X) |
| BARON FAMILY 2017 CLAT #2 | ||||||
| 5 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $9,520 | Yes (X) |
| BARON FAMILY 2018 CLAT | ||||||
| 6 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $23,526 | Yes (X) |
| BARON FAMILY 2019 CLAT | ||||||
| 7 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $8,515 | Yes (X) |
| BARON FAMILY 2020 CLAT | ||||||
| 8 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $5,068 | Yes (X) |
| DAVID BARON 2019 CLAT | ||||||
| 9 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $38 | Yes (X) |
| MICHAEL BARON 2019 CLAT | ||||||
| 10 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $38 | Yes (X) |
| DAVID BARON 2020 CLAT | ||||||
| 11 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $17 | Yes (X) |
| MICHAEL BARON 2020 CLAT | ||||||
| 12 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $26 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EISNERAMPER, LLP | CategoryTxt |
| Amt | $28,600 | Amt |
| Net Investment Income | $14,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,300 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INFORMATION OF THE CONTROLLED ENTITY | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART VI-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF THE CONTROLLED ENTITY: BARON USA PARTNERS FUND LTDEIN: FOREIGN CORPORATIONADDRESS: C/O BARON CAPITAL MANAGEMENT 767 FIFTH AVE, 49FL NEW YORK, NY, 10153THERE WERE NO TRANSFERS TO OR FROM THIS CONTROLLED ENTITY DURING 2021.THIS ENTITY IS NOT AN EXCESS BUSINESS HOLDING. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN BARON USA PARTNERS FUND, LTD. | AT COST | $20,928,533 | $85,393,421 |
| INVESTMENT IN BARON FIFTH AVENUE GROWTH FUND | AT COST | $457,717 | $1,741,080 |
| INVESTMENT IN BARON FOCUSED GROWTH FUND | AT COST | $9,474,370 | $24,748,460 |
| INVESTMENT IN BARON REAL ESTATE FUND | AT COST | $558,259 | $1,119,489 |
| INVESTMENT IN BARON GROWTH FUND | AT COST | $1,352,250 | $2,338,673 |
| INVESTMENT IN BARON PARTNERS FUND | AT COST | $1,270,140 | $5,040,369 |
| INVESTMENT IN BARON EMERGING MARKETS FUND | AT COST | $6,883 | $7,954 |
| INVESTMENT IN BARON DISCOVERY FUND | AT COST | $8,178 | $14,795 |
| INVESTMENT IN BARON WEALTHBUILDER FUND | AT COST | $588,037 | $844,288 |
| INVESTMENT IN SPACE EXPLORATION TECH CORP | AT COST | $4,999,860 | $10,286,934 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NY FILING FEE | $1,500 | $0 | $0 | $1,500 |
| BANK FEE | $240 | $240 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBPART F INCOME | Desc |
| Revenue And Expenses Per Books | $6,874,951 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,874,951 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTES PAYABLE - JP MORGAN | Desc |
| BOY Book Value | $5,000,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $330,000 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $11 | $11 | $0 | $0 |