GOTTESMAN FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GOTTESMAN FUND (EIN 52-6061469)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-07-08
- IRS object ID
- 202531899349100618
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-08T11:30:00-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC A AARONSON CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 BON AIR AVE | AddressLine1Txt |
| City | NEW ROCHELLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526061469 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOTTESMAN FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOTT | BusinessNameControlTxt |
| Phone | 2024571600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1ST MANHATTAN 399 PARK AVE 28 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT W GOTTESMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2127563452 | PhoneNum |
| Signature | 2025-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC A AARONSON | PreparerPersonNm |
| PTIN | P00023882 | PTIN |
| Phone | 9144506926 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,666,224,356 | 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 | $125,075,897 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $61,969,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,927,873 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,259,658 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $66,259,658 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$408,455 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$408,455 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $252,896,422 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,779,076 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $363,867 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $363,867 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,669 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $28,669 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $139,494 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $139,494 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $340,441 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $340,441 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,309,723 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,309,723 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $535,373 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,373 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $62,963 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $62,963 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $640,139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $535,770 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,635 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,420,669 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $911,584 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,941,351 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,769,729 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,769,729 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,190,398 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $911,584 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,711,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $165,706,024 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,867,492 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,033,334 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,609,918 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,609,918 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,000,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,000,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,000,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,000,000 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $30,000 | GrantsReceivableBOYAmt |
| Prepaid Expenses BOY | $13,581 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $114,327 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $114,327 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $925,971,146 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $839,194,971 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $851,421,963 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $144,665,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $213,549,097 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $369,586,147 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,642,873 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $131,992,085 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $134,592,262 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $135,558,052 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $201,159,759 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $259,899,739 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,270,914,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,436,620,157 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,666,224,356 | 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 | $1,270,914,132 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,436,620,157 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,270,914,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,436,620,157 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,270,914,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,436,620,157 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,270,914,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $165,706,024 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $1,436,620,157 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,436,620,157 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| GAIN/LOSS ON SALE OF CORPORATE AND MUNICIPAL BONDS | P | -$181,059 | -$181,059 |
| GAIN/LOSS ON SALE OF SECURITIES | P | $533,584 | $533,584 |
| GAIN ON REDEMPTION OF INVESTMENT IN ACACIA CON. FD. OFFSHORE | P | $3,737,301 | $3,737,301 |
| GAIN ON REDEMPTION OF INVESTMENT IN FIRST BIOMED LTD. | P | $23,850,134 | $23,850,134 |
| GAIN ON REDEMPTION OF INVESTMENT IN FIRST HEALTH LLC | P | $28,771,186 | $28,771,186 |
| GAIN ON REDEMPTION OF INVESTMENT IN WISHBONE INTERNATIONAL PARTNERS | P | $12,364,599 | $12,364,599 |
| GAIN ON ADDITIONAL PROCEEDS FROM WRITE OFF OF MADOFF INVESTMENT | P | $14,665 | $14,665 |
| GAIN ON DISTRIBUTION IN EXCESS OF BASIS OF CTC | P | $762,851 | $762,851 |
| FMC RESEARCH SCHEDULE K1 | P | -$612,365 | -$612,365 |
| GREENLEA LANE SCHEDULE K1 | P | -$454,937 | -$454,937 |
| ROCK SPRINGS SCHEDULE K1 | P | $66,967 | $66,967 |
| FM FIRST CHINA SCHEDULE K1 | P | -$2,593,268 | -$2,593,268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,259,658 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,763,458 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,763,458 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,763,458 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $830,425 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,600,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,430,425 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $41,734 | EsPenaltyAmt |
| Overpayment | $625,233 | OverpaymentAmt |
| Applied To ES Tax | $625,233 | 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 | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT W GOTTESMAN | IndividualWithBooksNm |
| Phone | 2127563452 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FIRST MANHATTAN 399 PARK AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RUTH L GOTTESMAN | ||||||||
| C/O FIRST MANHATTAN399 PARK AVE | NEW YORK | NY | 10022 | CO-PRESIDENT | 3.00 | $0 | $0 | $0 |
| ROBERT W GOTTESMAN | ||||||||
| C/O FIRST MANHATTAN399 PARK AVE | NEW YORK | NY | 10022 | TREASURER | 3.00 | $0 | $0 | $0 |
| ALICE R GOTTESMAN | ||||||||
| C/O FIRST MANHATTAN399 PARK AVE | NEW YORK | NY | 10022 | CHAIRPERSON | 3.00 | $0 | $0 | $0 |
| WILLIAM L GOTTESMAN | ||||||||
| C/O FIRST MANHATTAN399 PARK AVE | NEW YORK | VT | 10022 | CO-PRESIDENT | 3.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE EIDMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 572 COUNTY ROUTE 32 | AddressLine1Txt |
| City | NORTH CHATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $363,867 | CompensationAmt |
| Employee Benefits | $28,669 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| MONTICELLO ASSOCIATES | |||||||||
| 1800 LARIMER ST STE 2100 | DENVER | CO | 80202 | CONSULTING | $570,000 | ||||
| DAN ELIAV BAR GIORA | |||||||||
| CONSULTING | $157,892 | 13/6 HARAKEFET ST | JERUSALEM | IS | 9650547 | ||||
| PEGGY BRILL | |||||||||
| CONSULTING | $133,002 | 4 HANOCH ALBECK ST APT 24B | JERUSALEM | IS | |||||
| LESLIE HAPERIN | |||||||||
| 144 LEDGE ROAD | BURLINGTON | VT | 05401 | CONSULTING | $103,950 | ||||
| ESTEE PIERCE LLC | |||||||||
| 162 W 54TH ST APT 6C | NEW YORK | NY | 10019 | CONSULTING | $82,575 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $1,524,590,769 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,721,242 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,593,312,011 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,593,312,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,899,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,569,412,331 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,470,617 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,470,617 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,763,458 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,763,458 | TotalTaxAmt |
| Distributable Before Adj | $76,707,159 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,707,159 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,707,159 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,711,080 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $85,711,080 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,707,159 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,489,635 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,497,983 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,998,026 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,209,442 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $22,195,086 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,711,080 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,707,159 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,003,921 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,199,007 | 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 | $7,489,635 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,709,372 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,497,983 | ExcessFromYear4Amt |
| Excess From Year3 | $3,998,026 | ExcessFromYear3Amt |
| Excess From Year2 | $3,209,442 | ExcessFromYear2Amt |
| Excess From Current Year | $9,003,921 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUTH L GOTTESMAN | ContributingManagerNm |
| Contributing Manager | ROBERT W GOTTESMAN | ContributingManagerNm |
| Contributing Manager | ALICE R GOTTESMAN | ContributingManagerNm |
| Contributing Manager | WILLIAM L GOTTESMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABRAHAM JOSHUA HESCHEL SCHOOL | |||||||
| 20 WEST END AVENUE | NEW YORK | NY | 10023 | PUBLIC | GENERAL SUPPORT | $500,000 | |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | PUBLIC | GENERAL SUPPORT | $29,300,197 | |
| AMJEWISH JOINT DIST COMMITTEE INC | |||||||
| 220 EAST 42ND ST | NEW YORK | NY | 10017 | PUBLIC | GENERAL SUPPORT | $1,875,000 | |
| AMERICAN FRIENDS OF BATSHEVA | |||||||
| 1201 BROADWAY | NEW YORK | NY | 10001 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| AMERICAN FRIENDS OF LEKET ISRAEL INC | |||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | PUBLIC | GENERAL SUPPORT | $2,400,000 | |
| AMERICAN FRIENDS OF SHENKAR | |||||||
| 315 WEST 36TH STREET | NEW YORK | NY | 10018 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | PUBLIC | GENERAL SUPPORT | $150,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PUBLIC | GENERAL SUPPORT | $4,711,995 | |
| AUDUBON NATURE INSTITUTE INC | |||||||
| 6500 MAGAZINE STREET | NEW ORLEANS | LA | 70118 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| AVODAH | |||||||
| 125 MAIDEN LANE 8B | NEW YORK | NY | 10038 | PUBLIC | GENERAL SUPPORT | $35,000 | |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| BAY RIDGE PREP | |||||||
| 8101 RIDGE BLVD | BROOKLYN | NY | 11209 | PUBLIC | GENERAL SUPPORT | $333,333 | |
| BI-CULTURAL HEBREW ACADEMY OF CONNECTICUT | |||||||
| 1937 WEST MAIN STREET | STAMFORD | CT | 06902 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| CHAMPLAIN COLLEGE | |||||||
| 163 SOUTH WILLARD STREET | BURLINGTON | VT | 05402 | PUBLIC | GENERAL SUPPORT | $30,000 | |
| CONGREGATION KEHILATH JESHURUN | |||||||
| 125 EAST 85TH STREET | NEW YORK | NY | 10028 | PUBLIC | GENERAL SUPPORT | $35,500 | |
| CONGREGATION OR ZARUA | |||||||
| 127 EAST 82ND STREET | NEW YORK | NY | 10028 | PUBLIC | GENERAL SUPPORT | $20,000 | |
| DOROT INC | |||||||
| 171 WEST 85 ST | NEW YORK | NY | 10024 | PUBLIC | GENERAL SUPPORT | $75,000 | |
| ECHO LEAHY CENTER FOR LAKE CHAMPLAIN | |||||||
| 1 COLLEGE ST | BURLINGTON | VT | 05401 | PUBLIC | GENERAL SUPPORT | $45,000 | |
| FOUNDATION FOR JEWISH CAMP | |||||||
| 253 W 35TH STREET | NEW YORK | NY | 10001 | PUBLIC | GENERAL SUPPORT | $367,048 | |
| GOLDA OCH ACADEMY | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PUBLIC | GENERAL SUPPORT | $250,000 | |
| HILLEL - THE FDN FOR JEWISH CAMPUS LIFE | |||||||
| CHARLES AND LYNN SCHUSTERMAN | WASHINGTON | DC | 20001 | PUBLIC | GENERAL SUPPORT | $100,000 | INTERNATIONAL CENTER |
| INTERVALE CENTER | |||||||
| 180 INTERVALE RD | BURLINGTON | VT | 05401 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| ISRAAID (US) GLOBAL HUMANIT ASSIST INC | |||||||
| 555 COLLEGE AVENUE | PALO ALTO | CA | 94306 | PUBLIC | GENERAL SUPPORT | $150,000 | |
| ISRAEL ON CAMPUS COALITION | |||||||
| 1100 17TH STREET NW | WASHINGTON | DC | 20043 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| JEWISH COMMUNITIES OF VERMONT | |||||||
| PO BOX 4472 | BURLINGTON | VT | 05406 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| LOUISIANA PHILHARMONIC ORCHESTRA | |||||||
| 2533 COLUMBUS STREET | NEW ORLEANS | LA | 70119 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| LURIA ACADEMY OF BROOKLYN | |||||||
| 238 ST MARKS AVENUE | BROOKLYN | NY | 11238 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| MA'AYANOT YESHIVA HIGH SCHOOL FOR GIRLS | |||||||
| 1650 PALISADE AVENUE | TEANECK | NJ | 07666 | PUBLIC | GENERAL SUPPORT | $180,000 | |
| MARLENE MEYERSON JCC IN MANHATTAN | |||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | PUBLIC | GENERAL SUPPORT | $15,000 | |
| MEET INTERNATIONAL INC | |||||||
| 177 HUNTINGTON AVE STE 1703 | BOSTON | MA | 02115 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| MILTON GOTTESMAN JEWISH DAY SCHOOL | |||||||
| 6045 16TH STREET NW | WASHINGTON | DC | 20011 | PUBLIC | GENERAL SUPPORT | $200,000 | |
| MOUNT SINAI HEALTH SYSTEM | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PUBLIC | GENERAL SUPPORT | $4,085,346 | |
| MT HOLYOKE COLLEGE | |||||||
| OFFICE OF ADVANCEMENT | SOUTH HADLEY | MA | 01075 | PUBLIC | GENERAL SUPPORT | $15,000 | |
| PEF - ISRAEL ENDOWMENT FD | |||||||
| 630 THIRD AVENUE | NEW YORK | NY | 10017 | PUBLIC | GENERAL SUPPORT | $22,704,000 | |
| PARTNERSHIP TO END ADDICTION | |||||||
| 352 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PUBLIC | GENERAL SUPPORT | $20,000 | |
| RAMAPO FOR CHILDREN | |||||||
| 49 WEST 38TH STREET | NEW YORK | NY | 10018 | PUBLIC | GENERAL SUPPORT | $15,000 | |
| RAMAZ SCHOOL | |||||||
| 114 EAST 85TH STREET | NEW YORK | NY | 10028 | PUBLIC | GENERAL SUPPORT | $225,000 | |
| SANCTUARY FOR FAMILIES | |||||||
| PO BOX 1406 | NEW YORK | NY | 10268 | PUBLIC | GENERAL SUPPORT | $225,000 | |
| SAR ACADEMY | |||||||
| 655 WEST 254TH STREET | RIVERDALE | NY | 10583 | PUBLIC | GENERAL SUPPORT | $390,000 | |
| SEED COMMONS | |||||||
| 228 PARK AVENUE SOUTH | NEW YORK | NY | 10003 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| SHINING HOPE FOR COMMUNITIES | |||||||
| 11 PARK PLACE | NEW YORK | NY | 10007 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| SINAI SCHOOLS | |||||||
| 240 FRISCH COURT | PARAMUS | NJ | 07652 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| STORYVILLE CENTER FOR THE SPOKEN WORD | |||||||
| 75 BROAD STREET | NEW YORK | NY | 10004 | PUBLIC | GENERAL SUPPORT | $60,000 | |
| THE BROTHERHOODSISTER SOL | |||||||
| 140 HAMILTON PLACE | NEW YORK | NY | 10031 | PUBLIC | GENERAL SUPPORT | $65,000 | |
| THE FRISCH SCHOOL | |||||||
| 120 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | PUBLIC | GENERAL SUPPORT | $300,000 | |
| THE LAB SHUL | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| THE LEFFELL SCHOOL | |||||||
| 555 WEST HARTSDALE AVE | HARTSDALE | NY | 10530 | PUBLIC | GENERAL SUPPORT | $425,000 | |
| THE NEW YORK PUBLIC LIBRARY | |||||||
| 445 FIFTH AVENUE 8TH FLOOR | NEW YORK | NY | 10016 | PUBLIC | GENERAL SUPPORT | $498,333 | |
| TIVNU BUILDING JUSTICE | |||||||
| 1327 SE TACOMA ST | PORTLAND | OR | 97202 | PUBLIC | GENERAL SUPPORT | $75,000 | |
| TORAH ACADEMY OF BERGEN COUNTY | |||||||
| 1600 QUEEN ANNE ROAD | TEANECK | NJ | 07666 | PUBLIC | GENERAL SUPPORT | $120,000 | |
| TULANE UNIVERSITY | |||||||
| 6823 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PUBLIC | GENERAL SUPPORT | $1,315,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | PUBLIC | GENERAL SUPPORT | $75,000 | |
| WORLD CENTRAL KITCHEN INC | |||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | PUBLIC | GENERAL SUPPORT | $3,000,000 | |
| YONKERS PARTNERS IN EDUCATION | |||||||
| 92 MAIN STREET | YONKERS | NY | 10701 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| ZAMIR CHORAL FOUNDATION INC | |||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | PUBLIC | GENERAL SUPPORT | $225,000 | |
| ADVOCATES FOR CHILDREN OF NEW YORK INC | |||||||
| 151 W 30TH ST 5TH FLOOR | NEW YORK | NY | 10001 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| AMERICAN FRIENDS OF JORDAN RIVER VILLAGE | |||||||
| 244 MADISON AVENUE SUITE 482 | NEW YORK | NY | 10016 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | PUBLIC | GENERAL SUPPORT | $175,000 | |
| AMERICAN FRIENDS OF NATAL | |||||||
| 1120 6TH AVE 4TH FLOOR | NEW YORK | NY | 10036 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| ASPNI - NATURE ISRAEL | |||||||
| 15 EAST 40TH STREET | NEW YORK | NY | 10016 | PUBLIC | GENERAL SUPPORT | $175,000 | |
| ASSOCIATION TO BENEFIT CHILDREN | |||||||
| 419 EAST 86TH STREET | NEW YORK | NY | 10028 | PUBLIC | GENERAL SUPPORT | $75,000 | |
| CAPSTONE COMMUNITY ACTION | |||||||
| 20 GABLE PLACE | BARRE | VT | 05641 | PUBLIC | GENERAL SUPPORT | $75,000 | |
| CENTER FOR HEARING AND COMMUNICATION | |||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | PUBLIC | GENERAL SUPPORT | $75,000 | |
| CHILDREN'S AID SOCIETY | |||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| CHILDREN'S MUSEUM OF MANHATTAN | |||||||
| 361 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PUBLIC | GENERAL SUPPORT | $1,666,667 | |
| CHRONICLE OF A PEOPLE FOUNDATION | |||||||
| 105 EAST 34TH STREET SUITE 184 | NEW YORK | NY | 10016 | PUBLIC | GENERAL SUPPORT | $125,000 | |
| CITY PARK CONSERVANCY | |||||||
| 1 PALM DRIVE | NEW ORLEANS | LA | 70124 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| COUNCIL OF AMERICAN JEWISH MUSEUMS | |||||||
| PO BOX 12025 | JACKSON | MS | 392362025 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| EDWARD CHARLES FOUNDATION | |||||||
| 269 S BEVERLY DR 338 | BEVERLY HILLS | CA | 90212 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| FRIENDS OF BEZALEL ACADEMY OF ARTS & DES | |||||||
| 70 LEXINGTON AVENUE | NEW YORK | NY | 10017 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | PUBLIC | GENERAL SUPPORT | $250,000 | |
| GENERATOR INC | |||||||
| 40 SEARS LANE | BURLINGTON | VT | 05401 | PUBLIC | GENERAL SUPPORT | $45,000 | |
| GOOD SHEPHERD SERVICES | |||||||
| 305 SEVENTH AVE 9TH FL | NEW YORK | NY | 10001 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| GROWNYC | |||||||
| 100 GOLD STREET SUITE 3300 | NEW YORK | NY | 10038 | PUBLIC | GENERAL SUPPORT | $150,000 | |
| ISRAEL CENTER FOR EXCELLENCE THROUGH EDU | |||||||
| 14305 DAWNWOOD CT | HOMER GLEN | IL | 60491 | PUBLIC | GENERAL SUPPORT | $15,700 | |
| JEWISH CHILD CARE ASSOCIATION | |||||||
| 858 E 29TH STREET | BROOKLYN | NY | 11210 | PUBLIC | GENERAL SUPPORT | $75,000 | |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE 703 | NEW YORK | NY | 10022 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| JEWISH FEDERATION OF NORTH AMERICA | |||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | PUBLIC | GENERAL SUPPORT | $500,000 | |
| JOHN HOPKINS UNIVTHE SHERIDAN LIBRARIES | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | PUBLIC | GENERAL SUPPORT | $266,667 | |
| KIVUNIM | |||||||
| 300 CENTRAL PARK WEST SUITE 12J2 | NEW YORK | NY | 10024 | PUBLIC | GENERAL SUPPORT | $200,000 | |
| MET COUNCIL ON JEWISH POVERTY | |||||||
| ONE STATE STREET PLAZA 24TH FLOOR | NY | NY | 10004 | PUBLIC | GENERAL SUPPORT | $105,000 | |
| NEFESH B'NEFESH JEWISH SOULS UNITED INC | |||||||
| 50 EISENHOWER DR | PARAMUS | NJ | 07652 | PUBLIC | GENERAL SUPPORT | $1,000,000 | |
| NEW ISRAEL FUND | |||||||
| 6 EAST 39TH STREET STE 301 | NEW YORK | NY | 10016 | PUBLIC | GENERAL SUPPORT | $135,000 | |
| NEW YORK COMMON PANTRY | |||||||
| 8 EAST 109TH STREET | NY | NY | 10029 | PUBLIC | GENERAL SUPPORT | $150,000 | |
| NEW YORKER FOR PARKS | |||||||
| 55 BROAD STREET | NEW YORK | NY | 10004 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| OHAVI ZEDEK SYNAGOGUE | |||||||
| 188 NORTH PROSPECT ST | BURLINGTON | VT | 05401 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| PARDES INSTITUTE OF JEWISH STUDIES | |||||||
| 228 PARK AVENUE SOUTH | NEW YORK | NY | 100031502 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| ST JOHN'S COLLEGE | |||||||
| 60 COLLEGE AVENUE | ANNAPOLIS | MD | 21401 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| THE SHEFA SCHOOL | |||||||
| 40 EAST 29TH STREET | NEW YORK | NY | 10016 | PUBLIC | GENERAL SUPPORT | $400,000 | |
| TZOHAR ISRAEL FOUNDATION | |||||||
| 122 OAK STREET | WOODMERE | NY | 11598 | PUBLIC | GENERAL SUPPORT | $100,000 | |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| SWEDE JOHNSON BUILDING 1111 N | TUCSON | AZ | 85721 | PUBLIC | GENERAL SUPPORT | $25,000 | CHERRY AVE |
| UNIVERSITY OF VERMONT FOUNDATION | |||||||
| 411 MAIN STREET | BURLINGTON | VT | 05401 | PUBLIC | GENERAL SUPPORT | $165,000 | |
| UNIVERSITY OF VERMONT MEDICAL CENTER | |||||||
| ST JOSEPHS HALL 5TH FLOOR 111 | BURLINGTON | VT | 05401 | PUBLIC | GENERAL SUPPORT | $1,364,943 | COLCHESTER AVE |
| US FRIENDS OF DROR ISRAEL | |||||||
| 2901 CLINT MOORE ROAD SUITE 421 | BOCA RATON | FL | 33496 | PUBLIC | GENERAL SUPPORT | $150,000 | |
| VIA LINK | |||||||
| 5001 HWY 190 SUITE C-1 | COVINGTON | LA | 70433 | PUBLIC | GENERAL SUPPORT | $15,000 | |
| WEST SIDE CAMPAIGN AGAINST HUNGER | |||||||
| 263 W 86TH STREET | NY | NY | 10024 | PUBLIC | GENERAL SUPPORT | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,769,729 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,969,322 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,259,658 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT - OTHER INVESTMENT INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$408,455 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $127,820,525 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,820,525 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF DAVID S GOTTESMAN | |||||||
| 1 | C/O FIRST MANHATTAN 399 PARK AVE | NEW YORK | NY | 10022 | $10,000,000 | Yes (X) | |
| ESTATE OF DAVID S GOTTESMAN | |||||||
| 2 | C/O FIRST MANHATTAN 399 PARK AVE | NEW YORK | NY | 10022 | $255,347 | Yes (X) | |
| DSG CLAT NO 1 | |||||||
| 3 | 399 PARK AVE 28TH FLOOR | NEW YORK | NY | 10022 | $27,917,039 | Yes (X) | |
| DSG CLAT NO 2 | |||||||
| 4 | 399 PARK AVE 28TH FLOOR | NEW YORK | NY | 10022 | $27,917,039 | Yes (X) | |
| DSG CLAT NO 3 | |||||||
| 5 | 399 PARK AVE 28TH FLOOR | NEW YORK | NY | 10022 | $27,917,039 | Yes (X) | |
| DSG CLAT NO 4 | |||||||
| 6 | 399 PARK AVE 28TH FLOOR | NEW YORK | NY | 10022 | $27,917,039 | Yes (X) | |
| ROBERT W TRUDY E GOTTESMAN | |||||||
| 7 | 888 PARK AVENUE | NEW YORK | NY | 10075 | $3,152,394 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 7 | ContributorNum |
| Noncash Property | 6 SHARES OF BERKSHIRE HATHWAY CL A | NoncashPropertyDesc |
| Fair Market Value | $3,152,394 | FairMarketValueAmt |
| Received | 2023-10-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $340,441 | Amt |
| Net Investment Income | $340,441 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (68 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLSTATE CORP - 6.125 DEC 15 32 | $3,699,678 | $3,807,080 |
| AMERICAN HONDA FINANCE CORP. 5.85% 04-OCT-2030 | $4,156,525 | $4,284,040 |
| AMERIPRISE FINANCIAL, INC. 5.7% 15-DEC-2028 | $4,098,204 | $4,204,560 |
| AMGEN INC. 5.25% 02-MAR-2025 | $3,991,600 | $4,001,160 |
| AMPHENOL CORPORATION 5.05% 05-APR-2027 | $4,001,018 | $4,074,800 |
| AUTODESK, INC. 3.5% 15-JUN-2027 | $3,806,320 | $3,903,520 |
| BALL CORP - 6.875 MAR 15 28 | $4,088,998 | $4,140,040 |
| BOSTON SCIENTIFIC CORPORATION 1.9% 01-JUN-2025 | $2,973,859 | $3,011,275 |
| BROOKFIELD FIN INC - 4.250 JUN 02 26 | $500,348 | $495,735 |
| BUNGE LIMITED FINANCE CORP. 3.75% 25-SEP-2027 | $3,826,240 | $3,919,480 |
| BURLINGTON NORTHERN SANTA FE CORP. 7.082% 13-MAY-2029 | $2,522,779 | $2,590,860 |
| BURLINGTON RESOURCES, INC. 6.875% 15-FEB-2026 | $4,128,812 | $4,148,901 |
| CANADIAN NATL RY CO - 6.900 JUL 15 28 | $87,259 | $82,100 |
| CANADIAN NATL RY CO - 7.375 OCT 15 31 | $66,182 | $56,847 |
| CATERPILLAR INC - 6.625 JUL 15 28 | $116,909 | $108,725 |
| CIGNA GROUP 4.5% 25-FEB-2026 | $3,956,255 | $3,992,240 |
| CLOROX CO DEL - 1.800 MAY 15 30 | $148,305 | $126,211 |
| CLOROX CO DEL - 3.100 OCT 01 27 | $101,688 | $96,175 |
| CONOPCO, INC. 7.25% 15-DEC-2026 | $93,885 | $95,585 |
| CUMMINS INC - 7.125 MAR 01 28 | $337,134 | $320,544 |
| D.R. HORTON, INC. 1.3% 15-OCT-2026 | $3,640,720 | $3,746,280 |
| ELM ROAD GENERATING - 5.209 FEB 11 30 144 - FACTOR=0.568344 | $223,416 | $196,552 |
| ESSEX PORTFOLIO L P - 4.000 MAR 01 29 | $3,831,019 | $3,882,440 |
| ESTEE LAUDER COS INC - 2.375 DEC 01 29 | $209,204 | $181,716 |
| EVERSOURCE ENERGY - 4.250 APR 01 29 | $262,640 | $245,345 |
| GEORGIA-PACIFIC LLC 8.875% 15-MAY-2031 | $2,398,534 | $2,446,405 |
| HOWMET AEROSPACE INC - 6.750 JAN 15 28 | $3,620,000 | $3,757,720 |
| HUNT J B TRANS SVCS - 3.875 MAR 01 26 | $485,110 | $493,825 |
| JPMORGAN CHASE & CO - 3.300 APR 01 26 | $61,857 | $58,904 |
| KRAFT HEINZ FOODS CO - 4.250 MAR 01 31 | $491,687 | $442,616 |
| LABORATORY CORP AMER - 3.600 FEB 01 25 | $3,937,426 | $3,973,080 |
| LEGGETT & PLATT INC - 3.800 NOV 15 24 | $119,135 | $119,530 |
| LOWE'S COMPANIES, INC. 2.625% 01-APR-2031 | $3,419,720 | $3,547,720 |
| MARRIOTT INTL INC NE - 3.750 OCT 01 25 | $97,080 | $98,823 |
| MCKESSON CORPORATION 4.75% 30-MAY-2029 | $3,549,334 | $3,664,563 |
| MOHAWK INDS INC - 3.625 MAY 15 30 | $4,093,640 | $4,185,840 |
| MPLX LP - 4.875 JUN 01 25 | $99,520 | $99,804 |
| NATIONAL RURAL UTILS - 3.700 MAR 15 29 | $3,728,648 | $3,793,428 |
| NETFLIX, INC. 4.875% 15-APR-2028 | $3,982,800 | $4,080,560 |
| NEWELL BRANDS INC - 4.000 DEC 01 24 | $497,790 | $496,380 |
| NEXTERA ENERGY CAPITAL HOLDINGS, INC. 4.625% 15-JUL-2027 | $3,946,120 | $4,025,840 |
| ORACLE CORP - 2.650 JUL 15 26 | $144,198 | $144,801 |
| OTIS WORLDWIDE CORPORATION 2.056% 05-APR-2025 | $3,877,342 | $3,929,480 |
| PACIFIC BELL - 7.125 MAR 15 26 | $523,741 | $513,700 |
| PARKER-HANNIFIN CORPORATION 3.25% 14-JUN-2029 | $3,688,560 | $3,793,880 |
| PARKER-HANNIFIN CORP - 3.300 NOV 21 24 | $124,135 | $124,548 |
| PARKER-HANNIFIN CORP - 4.250 SEP 15 27 | $72,612 | $74,605 |
| PIONEER NATURAL RESOURCES COMPANY 1.125% 15-JAN-2026 | $3,724,945 | $3,821,440 |
| PRECISION CASTPARTS - 3.250 JUN 15 25 | $112,099 | $113,678 |
| PRINCIPAL FINANCIAL - 3.100 NOV 15 26 | $93,979 | $96,795 |
| PUBLIC SERVICE COMPANY OF COLORADO 3.7% 15-JUN-2028 | $3,761,720 | $3,903,360 |
| PUBLIC STORAGE - 3.385 MAY 01 29 | $264,002 | $240,428 |
| RAYTHEON TECHNOLOGIES - 7.000 NOV 01 28 | $74,430 | $70,925 |
| REPUBLIC SVCS INC - 3.200 MAR 15 25 | $144,225 | $148,467 |
| REPUBLIC SERVICES, INC. 3.95% 15-MAY-2028 | $3,865,380 | $3,948,520 |
| RYDER SYS INC - 4.300 JUN 15 27 | $81,923 | $84,380 |
| S&P GLOBAL INC - 4.750 AUG 01 28 | $83,434 | $76,105 |
| STARBUCKS CORPORATION 2.55% 15-NOV-2030 | $3,466,080 | $3,583,720 |
| STRYKER CORPORATION 1.15% 15-JUN-2025 | $3,799,720 | $3,883,880 |
| TARGET CORPORATION 6.65% 01-AUG-2028 | $1,885,779 | $1,950,840 |
| TARGET CORP - 7.000 JUL 15 31 RGD | $90,903 | $79,687 |
| TOYOTA MTR CR CORP - 5.400 NOV 10 25 | $251,628 | $252,530 |
| TWDC ENTERPRISES 18 CORP. 7.0% 01-MAR-2032 | $159,178 | $167,255 |
| UNION PACIFIC RR CO - 6.176 JAN 02 31 - FACTOR=0.378034 | $59,957 | $52,148 |
| UNITED TECHNOLOGIES CORPORATION 7.5% 15-SEP-2029 | $4,362,847 | $4,524,320 |
| VERIZON COMMUNICATIO - 4.329 SEP 21 28 | $3,924,333 | $3,989,960 |
| WASTE MGMT INC DEL - 7.100 AUG 01 26 | $108,777 | $105,001 |
| WELLS FARGO & COMPANY 2.188% 30-APR-2026 | $3,848,760 | $3,920,560 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - COMMON | $678,592 | $1,271,107 |
| ALLY FINL INC - COMMON | $3,138,631 | $5,822,012 |
| ALPHABET INC - CLASS C | $2,391,801 | $10,071,710 |
| ALPHABET INC - CLASS C | $3,332,820 | $5,919,194 |
| APPLE INC - COMMON | $994,392 | $14,198,000 |
| APPLE INC - COMMON | $1,357,695 | $4,465,500 |
| APPLIED MATERIALS, INC. | $7,745,629 | $8,876,700 |
| ASML HLDS NV NY - EURO.09 NY REG 2012 | $7,516,788 | $10,394,505 |
| ASPEN TECHNOLOGY, INC. | $7,211,632 | $8,429,040 |
| ASSURANT, INC. | $4,114,016 | $5,019,884 |
| AUTOZONE INC - COMMON | $7,406,872 | $13,362,216 |
| AUTOZONE INC - COMMON | $2,161,237 | $4,454,072 |
| BERKSHIRE HATHAWAY - CLASS A | $51,303,628 | $91,558,387 |
| BERKSHIRE HATHAWAY - CLASS A | $750,474 | $4,291,799 |
| BERKSHIRE HATHAWAY - CLASS B | $203,586 | $356,940 |
| BROADCOM INC. | $6,761,268 | $12,699,960 |
| BROOKFIELD ASSET MGT - CLASS A LTD VTG | $587,849 | $1,773,484 |
| CAPITAL ONE FINL CO - COMMON | $2,676,170 | $4,202,198 |
| CENCORA, INC. | $2,116,265 | $2,635,270 |
| CHARTER COMMUNICATIONS - CL A | $2,480,985 | $2,293,764 |
| COMCAST CORP - CLASS A | $4,173,034 | $3,771,021 |
| COPART INC - COMMON | $2,958,723 | $3,972,000 |
| DANAHER CORP - COMMON | $1,994,355 | $10,772,400 |
| HONEYWELL INTL INC - COMMON | $1,925,680 | $3,534,470 |
| INTER CONTINENTAL EX - COM | $2,425,943 | $4,846,500 |
| IQVIA HOLDINGS INC | $151,296 | $176,085 |
| KEYSIGHT TECHNOLOGS - COMMON | $977,006 | $1,541,200 |
| KKR & CO INC - COMMON UNIT | $7,864,277 | $17,327,800 |
| LONE STAR BANK - RSTK COM | $92,462 | $0 |
| LOWES CO - COMMON | $1,293,604 | $1,664,950 |
| LVMH MOET HENNESSY LOUIS VUITTON SE | $4,925,790 | $5,224,207 |
| MATCH GROUP INC - COMMON | $4,362,465 | $4,837,300 |
| MICROSOFT CORP - COMMON | $527,097 | $9,886,218 |
| MICROSOFT CORP - COMMON | $1,143,730 | $4,171,400 |
| MILLS MUSIC TR - UNIT BEN INT | $262,855 | $240,520 |
| MONDELEZ INTL INC - COMMON | $2,271,155 | $5,385,750 |
| ORACLE CORP - COMMON | $8,986,299 | $15,541,900 |
| ORACLE CORP - COMMON | $2,227,548 | $2,910,574 |
| PHILIP MORRIS INTL - COMMON | $2,752,848 | $4,006,925 |
| PHILIP MORRIS INTL - COMMON | $3,633,376 | $4,685,020 |
| S&P GLOBAL INC - COMMON | $2,474,755 | $3,592,680 |
| SALESFORCE, INC. | $6,088,651 | $6,069,600 |
| TAKE-TWO INTERACTIVE SOFTWARE, INC. | $6,581,413 | $7,276,950 |
| THERMO FISHER SCI - COMMON | $7,896,578 | $9,226,050 |
| UNITEDHEALTH GRP INC - COMMON | $8,411,098 | $9,915,360 |
| UNITEDHEALTH GRP INC - COMMON | $2,302,243 | $3,703,505 |
| VANGUARD S&P 500 ETF | $9,914,486 | $13,210,020 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $838,601,363 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $850,854,046 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $593,608 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $567,917 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACACIA CONVERVATION OFFSHORE FUND LTD | AT COST | $0 | $5,425,459 |
| FM FIRST CHINA FUND LLC | AT COST | $24,119,717 | $31,720,632 |
| FMC RESEARCH FUND LP | AT COST | $56,642,587 | $75,278,367 |
| GREENELA LANE CAPITAL PARTNERS LP | AT COST | $16,112,522 | $26,527,229 |
| ROCK SPRINGS CAPITAL FUND LP | AT COST | $14,277,954 | $19,821,839 |
| CHILDREN'S INVESTMENT FUND, INC. | AT COST | $30,000,000 | $30,732,000 |
| REDWOOD OFFSHORE FUND LTD. | AT COST | $499,564 | $28,883,863 |
| REDWOOD OPPORTUNITY OFFSHORE FUND, LTD. | AT COST | $40,000,000 | $41,510,350 |
| UNREALIZED APPRECIATION ON CONTRIBUTED SECURITIES | AT COST | $19,507,415 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $139,494 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $139,494 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SERVICES | $8,300 | $0 | $8,300 |
| INVESTMENT EXPENSES | $534,860 | $534,860 | $0 |
| MISCELLANEOUS | $28,276 | $0 | $28,276 |
| FEES ON FOREIGN DIVIDENDS | $910 | $910 | $0 |
| BANK FEES | $59 | $0 | $59 |
| BOOK LOSS | $67,734 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FM FIRST CHINA FUND LLC | -$1,619 | -$1,619 | -$1,619 |
| FMC RESEARCH | -$443,216 | -$443,216 | -$443,216 |
| GREENLEA CAPITAL PARTNERS | -$77,133 | -$77,133 | -$77,133 |
| ROCK SPRINGS CAPITAL FUND | -$406,885 | -$406,885 | -$406,885 |
| PFIC INCOME REDWOOD OFFSHORE FUND LTD. | $499,564 | $499,564 | $499,564 |
| MISCELLANEOUS INCOME | $20,834 | $20,834 | $20,834 |
| ADJUSTMENT | $408,455 | $0 | $408,455 |
| ADJUSTMENT - OTHER INVESTMENT INCOME | -$408,455 | -$408,455 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $1,309,723 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,309,723 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ESTATE OF DAVID S GOTTESMAN | |||
| 15 EAST 69TH STREET APT 14B | NEW YORK | NY | 100214905 |
| DSG CLAT NO 1 | |||
| 399 PARK AVE 28TH FL | NEW YORK | NY | 10022 |
| DSG CLAT NO 2 | |||
| 399 PARK AVE 28TH FL | NEW YORK | NY | 10022 |
| DSG CLAT NO 3 | |||
| 399 PARK AVE 28TH FL | NEW YORK | NY | 10022 |
| DSG CLAT NO 4 | |||
| 399 PARK AVE 28TH FL | NEW YORK | NY | 10022 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $35,373 | $35,373 | $0 |
| EXCISE TAXES PAID | $500,000 | $0 | $0 |