BARON CAPITAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BARON CAPITAL FOUNDATION (EIN 14-2004657)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-03
- IRS object ID
- 202512469349100526
- Schema version
- 2024v5.2
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-03T15:22:57-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 FAMILY 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 | 2025-08-27 | 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 | CINDY FEDER | PreparerPersonNm |
| PTIN | P01342030 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $232,598,744 | 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 | $12,243,903 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,534 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,534 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $294,385 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $294,385 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $294,385 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,545,822 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $301,919 | 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 | $22,885 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,442 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,443 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $67 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,924 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,424 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,933 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,943 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,229,930 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,229,930 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,283,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,933 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,242,873 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,262,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $260,986 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,515,129 | CashBOYAmt |
| Cash EOY | $5,004,392 | CashEOYAmt |
| Cash EOYFMV | $5,004,392 | CashEOYFMVAmt |
| Other Investments BOY | $43,630,619 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,403,372 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $227,594,352 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $46,145,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,407,764 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $232,598,744 | 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 | $46,145,748 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,407,764 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,145,748 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,407,764 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,145,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,407,764 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,145,748 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,262,016 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,407,764 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,407,764 | 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 | $294,385 | GrossSalesPriceAmt |
| Gain Or Loss | $294,385 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $294,385 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $294,385 | 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 | $3,628 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,628 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,628 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,038 | 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 | $20,038 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,410 | OverpaymentAmt |
| Applied To ES Tax | $16,410 | 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 | $688,196 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $150,092,278 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $150,780,474 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $150,780,474 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,261,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $148,518,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,425,938 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,425,938 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,628 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,628 | TotalTaxAmt |
| Distributable Before Adj | $7,422,310 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,422,310 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,422,310 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,242,873 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,242,873 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,422,310 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,913 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $22,913 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,242,873 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,242,873 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $22,913 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,913 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $156,524 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ICAHN SCHOOL OF MEDICINE | ||||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $45,000 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 1 HARVARD CIR 100 | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||||
| 101 S INDEPENDENCE MALL E | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| DUKE UNIVERSITY | ||||||||
| 1121 WEST MAIN STREET SUITE 1200 | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| BROTHERS FOR LIFE | ||||||||
| 1126 34TH AVENUE SUITE 309 | SEATTLE | WA | 98122 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| PAPS CORP | ||||||||
| 1191 E NEWPORT CENTER DRIVE SUITE | DEERFIELD BEACH | FL | 33442 | NONE | PC | GENERAL SUPPORT | $10,000 | 107 |
| MUSEUM AT ELDRIDGE STREET | ||||||||
| 12 ELDRIDGE ST | NEW YORK | NY | 10002 | NONE | PC | GENERAL SUPPORT | $86,000 | |
| PALM BEACH SYNAGOGUE | ||||||||
| 120 N COUNTY RD | PALM BEACH | FL | 33480 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CENTRAL SYNAGOGUE | ||||||||
| 123 E 55TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| MEMORIAL SLOAN KETTERING | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $125,000 | |
| UJA FEDERATION | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $175,000 | |
| WEILL CORNELL | ||||||||
| 1300 YORK AVENUE ROOM F-113 | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $350,000 | |
| AMERICAN FRIENDS OF ISRAELI NAVY SEALS | ||||||||
| 138 W 133RD STREET | NEW YORK | NY | 10030 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| PALM BEACH POLICE AND FIRE DEPARTMENT | ||||||||
| 139 N COUNTY RD 26 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| STEPHEN GAYNOR | ||||||||
| 148 W 90TH ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| GUILD HALL | ||||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK W | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| DR LORNA BREEN HEROES' FOUNDATION | ||||||||
| 1867 WINSTON RD | CHARLOTTESVILLE | VA | 22903 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| EDUCATIONAL ALLIANCE | ||||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10002 | NONE | PC | GENERAL SUPPORT | $430,000 | |
| MAGEN DAVID ADOM | ||||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| AMERICAN FRIENDS OF LIBI | ||||||||
| 2001 BEACON STREET SUITE 107 | BRIGHTON | MA | 02135 | NONE | PC | GENERAL SUPPORT | $125,000 | |
| EMORY UNIVERSITY | ||||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| KINDNESS MATTERS | ||||||||
| 20423 SR 7 SUITE F6-268 | BPCA RATON | FL | 33498 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CHILD MIND INSTITUTE | ||||||||
| 215 E 50TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| REUT USA | ||||||||
| 21650 OXNARD ST SUITE 2350 | WOODLAND HILLDS | CA | 91367 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ST JUDE CHILDREN RESEARCH | ||||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $50 | |
| FRIENDS OF LONE SOLDIER | ||||||||
| 2291 ADAM CLAYTON POWELL AVENUE | NEW YORK | NY | 10030 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| PLANNED PARENTHOOD OF SOUTH EAST AND NORTH FLORIDA | ||||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HORACE MANN | ||||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| JGRADS NYC INC (CHELSEA SHUL) | ||||||||
| 236 W 23RD ST | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $120,000 | |
| SOUTHAMPTON HOSPITAL FOUNDATION | ||||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| WORLD TRADE CENTER PAC | ||||||||
| 251 FULTON ST | NEW YORK | NY | 10007 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| BREAST CANCER RESEARCH FOUNDATIN | ||||||||
| 28 W 44TH ST 609 | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CLEVELAND CLINIC | ||||||||
| 2950 CLEVELAND CLINIC BLVD | BLVD WESTON | FL | 33331 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| STUDENT ADVOCACY | ||||||||
| 3 WEST MAIN STREET SUITE 212 | ELMSFORD | NY | 10523 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| TREVOR DAY SCHOOL | ||||||||
| 312 E 95TH ST | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| MOUNT VERNON LADIES' ASSOCIATION OF THE UNION | ||||||||
| 3200 MOUNT VERNON MEMORIAL HIGHWAY | MOUNT VERNON | VA | 22121 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BRIDGE GOLF FOUNDATION | ||||||||
| 33 W 116TH ST | NEW YORK | NY | 10026 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SOUTH FORK BAKERY | ||||||||
| 3333 NOYACK RD | SAG HARBOR | NY | 11963 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HUDSON RIVER PARK FRIENDS | ||||||||
| 353 WEST ST PIER 40 2ND FLOOR | NEW YORK | NY | 10014 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| SURPRISE LAKE CAMP | ||||||||
| 382 LAKE SURPRISE RD | COLD SPRING | NY | 10516 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MJHS FOUNDATION | ||||||||
| 39 BROADWAY SUITE 300 | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $12,000 | |
| HARMONIE PRESERVATION FOUNDATION | ||||||||
| 4 E 60TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| TOURETTE ASSOCIATION OF AMERICA | ||||||||
| 42-40 BELL BLVD 507 | BAYSIDE | NY | 11361 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| THE FELIX ORGANIZATION | ||||||||
| 43 OYSTER BAY ROAD | LOCUST VALLEY | NY | 11560 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| INNOVATION AFRICA | ||||||||
| 487 E MAIN ST SUITE 288 | MOUNT KISCO | NY | 10549 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ST JUDES | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| AMERICAN FRIENDS OF ISRAEL MUSEUM | ||||||||
| 545 FIFTH AVENUE SUITE 920 | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| AMERICAN TECHNION SOCIETY | ||||||||
| 55 E 59TH ST FL 13 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| JOHN HOPKINS UNIVERSITY | ||||||||
| 600 NORTH WOLFE STREET | BALTIMORE | MA | 21287 | NONE | PC | GENERAL SUPPORT | $150,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| MYOTONIC DYSTROPHY FOUNDATION | ||||||||
| 663 THIRTEENTH STREET SUITE 100 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| AMERICA GIVES | ||||||||
| 732 1ST AVE 27091 | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $41,380 | |
| BRONX HIGH SCHOOL OF SCIENCE | ||||||||
| 75 BRONX SCIENCE BLVD | BRONX | NY | 10468 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| FARE | ||||||||
| 7901 JONES BRANCH DRIVE SUITE 240 | MCLEAN | VA | 22102 | NONE | PC | GENERAL SUPPORT | $45,000 | |
| LA'ARETZ | ||||||||
| 84 WITHERS ST 3RD FLOOR | BROOKLYN | NY | 11211 | NONE | PC | GENERAL SUPPORT | $325,000 | |
| NEW YORK PRESBYTERIAN | ||||||||
| 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| EAST HAMPTON FOUNDATION | ||||||||
| 86 MAIN ST | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| HAITIAN HEALTH FOUNDATION | ||||||||
| 97 SHERMAN ST | NORWICH | CT | 06360 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MORSELIFE FOUNDATION | ||||||||
| FOUNDATION CENTER 4920 LORING DR | WEST PALM BEACH | FL | 33417 | NONE | PC | GENERAL SUPPORT | $415,000 | |
| NORTHWELL HEALTH FOUNDATION | ||||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| BUCKNELL | ||||||||
| ONE DENT DR | LEWISBURG | PA | 17837 | NONE | PC | GENERAL SUPPORT | $150,000 | |
| DAMON RUNYON CANCER RESEARCH FOUNDATION | ||||||||
| ONE EXCHANGE PLAZA 55 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MOUNT SINAI HEALTH SYSTEM CRYSTAL PARTY | ||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| NYU LANGONE | ||||||||
| ONE PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| BIRTHRIGHT ISRAEL | ||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | NONE | PC | GENERAL SUPPORT | $20,500 | |
| FIDF | ||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | GENERAL SUPPORT | $500,000 | |
| JGIVE- FRIENDS OF KEREN ASOR FUND USA INC | ||||||||
| YOSEF SEGAL-JGIVE/FRIENDS OF ASOR | LUBLIN TR LAKEWOOD | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $1,000,000 | TREASURER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,229,930 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 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 | $110,000 |
| STEPHEN GAYNOR SCHOOL | |||||||
| 148 W 90TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $200,000 |
| EDUCATIONAL ALLIANCE | |||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10002 | NONE | PC | GENERAL SUPPORT | $200,000 |
| WORLD TRADE CENTER PAC | |||||||
| ONE LIBERTY PLAZA 29TH FL | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $200,000 |
| GUILD HALL | |||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL SUPPORT | $200,000 |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $100,000 |
| FOOD ALLERGY RESEARCH & EDUCATION | |||||||
| 7901 JONES BRANCH DRIVE SUITE 240 | MCLEAN | VA | 22102 | NONE | PC | GENERAL SUPPORT | $40,000 |
| ICAHN SCHOOL OF MEDICINE | |||||||
| 5 E 98TH ST 10TH FLOOR | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $20,000 |
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 1300 YORK AVENUE ROOM F-113 | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $200,000 |
| BRONX HIGH SCHOOL OF SCIENCE FOUNDATION | |||||||
| 75 BRONX SCIENCE BOULEVARD | BRONX | NY | 10468 | NONE | PC | GENERAL SUPPORT | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,380,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,534 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $294,385 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $301,919 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $301,919 | 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 (10 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 | $7,004,590 | Yes (X) |
| BARON FAMILY 2014 CLAT | ||||||
| 2 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $3,594,240 | Yes (X) |
| BARON FAMILY 2015 CLAT | ||||||
| 3 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $898,560 | Yes (X) |
| BARON FAMILY 2017 CLAT | ||||||
| 4 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $304,640 | Yes (X) |
| BARON FAMILY 2017 CLAT #2 | ||||||
| 5 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $76,160 | Yes (X) |
| BARON FAMILY 2018 CLAT | ||||||
| 6 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $188,210 | Yes (X) |
| BARON FAMILY 2019 CLAT | ||||||
| 7 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $68,123 | Yes (X) |
| BARON FAMILY 2020 CLAT | ||||||
| 8 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $40,544 | Yes (X) |
| BARON FAMILY 2021 CLAT | ||||||
| 9 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $48,133 | Yes (X) |
| BARON FAMILY 2022 CLAT | ||||||
| 10 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $20,160 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EISNER ADVISORY GROUP LLC | CategoryTxt |
| Amt | $22,885 | Amt |
| Net Investment Income | $11,442 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,443 | 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 2024.THIS ENTITY IS NOT AN EXCESS BUSINESS HOLDING. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN BARON USA PARTNERS FUND, LTD. | AT COST | $20,928,533 | $144,542,647 |
| INVESTMENT IN BARON FIFTH AVENUE GROWTH FUND | AT COST | $471,907 | $1,870,972 |
| INVESTMENT IN BARON FOCUSED GROWTH FUND | AT COST | $11,361,459 | $29,508,867 |
| INVESTMENT IN BARON REAL ESTATE FUND | AT COST | $640,693 | $1,178,661 |
| INVESTMENT IN BARON GROWTH FUND | AT COST | $1,708,200 | $2,191,413 |
| INVESTMENT IN BARON PARTNERS FUND | AT COST | $2,641,994 | $7,888,108 |
| INVESTMENT IN BARON EMERGING MARKETS FUND | AT COST | $6,982 | $6,894 |
| INVESTMENT IN BARON DISCOVERY FUND | AT COST | $58,178 | $63,621 |
| INVESTMENT IN BARON WEALTHBUILDER FUND | AT COST | $1,112,132 | $1,377,774 |
| INVESTMENT IN SPACE EXPLORATION TECH CORP | AT COST | $4,999,860 | $34,258,300 |
| INVESTMENT IN BARONX, L.P | AT COST | $2,473,434 | $4,707,095 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 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 | $325 | $325 | $0 | $0 |
| PORTFOLIO DEDUCTION FROM PASS-THRU ENTITY | $29,099 | $29,099 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $67 | Amt |
| Net Investment Income | $67 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |