S & L MARX FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- S & L MARX FOUNDATION INC (EIN 20-0677535)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-25
- IRS object ID
- 202532689349101013
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-25T11:39:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 200677535 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S & L Marx Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | S&LM | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy Better | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $110,404,341 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $193,291 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $193,291 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,707,207 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,707,207 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,495,468 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,612,041 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,429,972 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $785,658 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $752,383 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,181,624 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,082,853 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $189,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $189,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,669 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,669 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $139,240 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $139,240 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $76,370 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $892 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $6,796 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,796 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,179 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,179 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $338,159 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $71,632 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $119,022 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $765,415 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $211,764 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $330,666 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,641,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,641,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,406,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $211,764 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,971,666 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,775,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,871,089 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,909,582 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,929,765 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,929,765 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $11,552 | AcctRcvblAmt |
| Acct Rcvbl EOY | $11,552 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $11,552 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $52,555,659 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,071,352 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $80,134,986 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,905,392 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,133,175 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,328,038 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,790 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,790 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2 | LandBOYAmt |
| Total Assets BOY | $75,370,635 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,145,844 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $110,404,341 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $75,370,635 | RetainedEarningBOYAmt |
| Retained Earning EOY | $83,145,844 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,370,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,145,844 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,370,635 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,145,844 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,370,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,775,209 | ExcessRevenueOverExpensesAmt |
| Subtotal | $83,145,844 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $83,145,844 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $27,612,041 | $19,182,811 | $8,429,230 | $8,429,230 |
| Passthrough K1 Capital Gain/(Loss) | $742 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,429,972 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $178,908 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $178,908 | SubtotalAmt |
| Tax Based On Investment Income | $178,908 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $111,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $179,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $121 | EsPenaltyAmt |
| Tax Due | $29 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| Laura Weintraub Beck | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Charles Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| David Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| James Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Nancy M Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Executive Dir, Sec | 40.0 | $189,000 | $0 | $0 |
| Sarah Better | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Sylvia Marx | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP Morgan Chase | |||||
| 270 PARK AVENUE | NEW YORK | NY | 100172014 | Investment Mgmt | $139,240 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $109,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $78,003,572 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,740,553 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,328,069 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $110,072,194 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $110,072,194 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,651,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $108,421,111 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,421,056 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,421,056 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $178,908 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $178,908 | TotalTaxAmt |
| Distributable Before Adj | $5,242,148 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,242,148 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,242,148 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,971,666 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,971,666 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,242,148 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,553,783 | UndistributedIncomePYAmt |
| Qualifying Distributions | $4,971,666 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,553,783 | AppliedToYear1Amt |
| Applied To Current Year | $3,417,883 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,824,265 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILIS INC | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $5,000 |
| ADOPT A DOG INC | |||||||
| PO BOX 11135 | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $5,000 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | N/A | PC | Charitable Event | $2,000 |
| ALLIANCE FOR CANCER GENE THERAPY INC | |||||||
| 96 CUMMINGS POINT RD | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $2,500 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | Dementia Care Coordination Program in New England | $100,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 |
| ANDROSCOGGIN ALUMNI ASSOCIATION INC | |||||||
| 601 W ST | HARRISON | NY | 10528 | N/A | PC | Summer Camp Scholarship fund | $5,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | PC | ADL programs in Connecticut | $10,000 |
| AURELIA FOUNDATION | |||||||
| PO BOX 82 | PACIFIC PALISADES | CA | 90272 | N/A | PC | Creative Steps Arts Program | $30,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | N/A | PC | Birthright Israel Fellows professional development program | $60,000 |
| Boys and Girls Club of Greenwich | |||||||
| 4 HORSENECK LN | Greenwich | CT | 06830 | N/A | PC | GBGC Youth of the Year program | $2,500 |
| Boys and Girls Club of Greenwich | |||||||
| 4 HORSENECK LN | Greenwich | CT | 06830 | N/A | PC | Art & STEAM Lab fund in Horseneck Lane facility | $150,000 |
| Boys and Girls Club of Greenwich | |||||||
| 4 HORSENECK LN | Greenwich | CT | 06830 | N/A | PC | Strategic and Governance Consulting | $16,000 |
| BREAST CANCER ALLIANCE INC | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | Breast Cancer Research Program | $5,000 |
| BRONX LACROSSE INC | |||||||
| PO BOX 524542 | BRONX | NY | 10452 | N/A | PC | Bronx Lacrosse educational support | $2,500 |
| BRUCE MUSEUM INC | |||||||
| 1 MUSEUM DR | GREENWICH | CT | 06830 | N/A | PC | new Woodshop/Exhibition Design Space fund | $50,000 |
| BRUCE MUSEUM INC | |||||||
| 1 MUSEUM DR | GREENWICH | CT | 06830 | N/A | PC | cultural programming and educational outreach | $25,000 |
| BRUNSWICK SCHOOL INC | |||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | PC | Brunswick Alumni Development Council | $5,000 |
| BRUNSWICK SCHOOL INC | |||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | PC | Horizons at Brunswick 2023-2024 Annual Appeal for general operating support | $5,000 |
| BRUNSWICK SCHOOL INC | |||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | PC | Horizons Summer Enrichment Program Endowment | $250,000 |
| CAGV-EDUCATION FUND INC | |||||||
| PO BOX 123 | RIDGEFIELD | CT | 06877 | N/A | PC | Gun Violence Prevention | $10,000 |
| CAMPHILL VILLAGE U S A INC | |||||||
| 84 CAMPHILL VILLAGE RD | COPAKE | NY | 12516 | N/A | PC | Healing Plant Garden Workspace Building Project | $100,000 |
| CARAMOOR CENTER FOR MUSIC & THE ARTS INC | |||||||
| PO BOX 816 | KATONAH | NY | 10536 | N/A | PC | Music Outreach Programs | $3,000 |
| CHILD GUIDANCE CENTER OF SOUTHERN CT INC | |||||||
| 103 W BROAD ST | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDRENS LEARNING CENTERS OF FAIRFIELD COUNTY INC | |||||||
| 64 PALMERS HILL RD | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $5,000 |
| CHROMOSOME 18 REGISTRY AND RESEARCH SOCIETY | |||||||
| 7155 OAKRIDGE | SAN ANTONIO | TX | 78229 | N/A | PC | Chromosome 18 Research Program | $5,000 |
| CITY HARVEST INC | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | N/A | PC | City Harvest Produce Pals Program | $5,000 |
| COFFEE FOR GOOD INC | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $2,000 |
| COLGATE UNIVERSITY | |||||||
| 13 OAK DR | HAMILTON | NY | 13346 | N/A | PC | Student Support fund | $5,000 |
| COMMUNITY MINDFULNESS PROJECT INCORPORATED | |||||||
| 77 GOLF LN | RIDGEFIELD | CT | 06877 | N/A | PC | CMP partnership with community organizations | $10,000 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | N/A | PC | Annual Fund | $1,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE STE 1100 N | BETHESDA | MD | 20814 | N/A | PC | Cystic Fibrosis Research | $5,000 |
| FAIR HAVEN COMMUNITY HEALTH CLINIC INC | |||||||
| 374 GRAND AVE | NEW HAVEN | CT | 06513 | N/A | PC | new Fair Haven Community Health Care facility fund | $50,000 |
| FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC | |||||||
| 40 RICHARDS AVE | NORWALK | CT | 06854 | N/A | PC | Youth Education & Career Development Initiatives | $2,000 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | childcare and literacy programs | $10,000 |
| FAMILY LEGAL CARE INC | |||||||
| 55 BROADWAY STE 2002 | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $2,000 |
| FERNWOOD COVE FOUNDATION | |||||||
| 350 ISLAND POND RD | HARRISON | ME | 04040 | N/A | PC | Camp Scholarship Fund | $1,000 |
| FIGURE SKATING IN HARLEM INC | |||||||
| 361 WEST 125TH ST 4TH FLOOR | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $1,000 |
| FILLING IN THE BLANKS INC | |||||||
| 346 MAIN AVE STE 3A | NORWALK | CT | 06851 | N/A | PC | weekend meal program for students | $2,500 |
| FRIENDS OF OFANIM INC | |||||||
| PO BOX 826559 | PHILADELPHIA | PA | 19182 | N/A | PC | mobile education program in Israel | $10,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | N/A | PC | PTSD program for active-duty soliders | $15,000 |
| FSHD SOCIETY | |||||||
| 75 NORTH MAIN ST 1073 | RANDOLPH | MA | 02368 | N/A | PC | FSHD Research Program | $5,000 |
| GATHER NEW HAVEN | |||||||
| 495 BLAKE ST UNIT C | NEW HAVEN | CT | 06515 | N/A | PC | Farm-based wellness program | $5,000 |
| GRAD BAG INC | |||||||
| PO BOX 605 | SCARSDALE | NY | 10583 | N/A | PC | General & Unrestricted | $2,500 |
| GRASSROOT SOCCER INC | |||||||
| PO BOX 632 | HANOVER | NH | 03755 | N/A | PC | General & Unrestricted | $1,000 |
| GREENWICH ACADEMY INC | |||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | STEM Faculty Professional Development Fund | $200,000 |
| GREENWICH ACADEMY INC | |||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | Annual Fund | $1,000 |
| GREENWICH ACADEMY INC | |||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | Annual Fund | $3,000 |
| GREENWICH COUNTRY DAY SCHOOL INC | |||||||
| 401 OLD CHURCH RD | GREENWICH | CT | 06830 | N/A | PC | Parents of Alumni Annual Fund gift to center for public good | $1,000 |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $5,000 |
| GREENWICH HISTORICAL SOCIETY INC | |||||||
| 47 STRICKLAND RD | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $1,000 |
| GREENWICH HOSPITAL | |||||||
| 5 PERRYRIDGE RD | GREENWICH | CT | 06830 | N/A | PC | Healthy Living Prevention Program | $30,000 |
| GREENWICH LIBRARY | |||||||
| 101 W PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | general support and Peterson Business Award fund | $10,000 |
| GREENWICH SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 35 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $5,000 |
| HAND IN HAND AMERICAN FRIENDS OF CNTR FOR JEWISH-A | |||||||
| PO BOX 80102 | PORTLAND | OR | 97280 | N/A | PC | Growth of Hand in Hand Kfar Saba School | $25,000 |
| HARLEM ACADEMY | |||||||
| 655 ST NICHOLAS AVE | NEW YORK | NY | 10030 | N/A | PC | Teaching partnership with Harlem School of the Arts and student scholarship fund | $20,000 |
| HARLEM LACROSSE AND LEADERSHIP CORPORATION | |||||||
| 8 W 126TH ST 3RD FL | NEW YORK | NY | 10027 | N/A | PC | Academic and athletic support programs | $3,500 |
| HARVARD BUSINESS SCHOOL | |||||||
| PO BOX 412275 | BOSTON | MA | 02241 | N/A | PC | HBS Annual Fund | $5,000 |
| HOSPITAL FOR SPECIAL SURGERY FUND INC | |||||||
| 535 E 70TH ST | NEW YORK | NY | 10021 | N/A | PC | Musculoskeletal Research under the direction of Dr. Ugur Ayturk, PhD | $200,000 |
| IMPACT 100 FAIRFIELD COUNTY | |||||||
| PO BOX 7666 | GREENWICH | CT | 06836 | N/A | PC | Funding Cycle fund | $5,000 |
| ISRAEL LACROSSE ASSOCIATION INC | |||||||
| 16 W 22ND ST | NEW YORK | NY | 10010 | N/A | PC | Israel Lacrosse Program | $10,000 |
| JEWISH BOARD OF FAMILY & CHILDRENS SERVICES INC | |||||||
| 463 7TH AVE 18TH FL | NEW YORK | NY | 10018 | N/A | PC | Social Work Residency fund | $500,000 |
| JEWISH FAMILY SERVICES OF GREENWICH INC | |||||||
| 67 HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | Shopping for Seniors and Compassionate Companions Programs | $7,500 |
| JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE | |||||||
| 80 WALL ST | NEW HAVEN | CT | 06511 | N/A | PC | Yale Jewish Renewal Fund | $75,000 |
| JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $5,000 |
| KIDS IN CRISIS INC | |||||||
| 1 SALEM ST | COS COB | CT | 06807 | N/A | PC | Lighthouse Program Fund | $5,000 |
| LAKE WARAMAUG TASK FORCE INC | |||||||
| 19 SACKETT HILL RD | WARREN | CT | 06754 | N/A | PC | Environmental Conservation of Lake Waramaug | $10,000 |
| LARCHMONT TEMPLE INC | |||||||
| 75 LARCHMONT AVE | LARCHMONT | NY | 10538 | N/A | PC | Rabbi's Discretionary Fund | $1,000 |
| LEO BAECK INSTITUTE INC | |||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $2,000 |
| LETS GET READY INC | |||||||
| 82 NASSAU ST 61819 | NEW YORK | NY | 10038 | N/A | PC | CT State-Wide Coaching for College Success program | $75,000 |
| LIBERATION PROGRAMS INC | |||||||
| 339 W AVE | BRIDGEPORT | CT | 06604 | N/A | PC | Charitable Event | $2,500 |
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | |||||||
| PO BOX 22349 | NEW YORK | NY | 10087 | N/A | PC | Musical performances and education programs | $6,000 |
| LYMAN ALLYN ART MUSEUM INC | |||||||
| 625 WILLIAMS ST | NEW LONDON | CT | 06320 | N/A | PC | General & Unrestricted | $1,000 |
| MARLBORO SCHOOL OF MUSIC INC | |||||||
| 1528 WALNUT ST STE 301 | PHILADELPHIA | PA | 19102 | N/A | PC | Musicians from Marlboro Public Concert Series at Greenwich Library | $36,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | N/A | PC | Cancer Research Fund | $1,000 |
| MERRITT PARKWAY CONSERVANCY INC | |||||||
| PO BOX 17072 | STAMFORD | CT | 06907 | N/A | PC | General & Unrestricted | $1,000 |
| METROPOLITAN OPERA GUILD INC | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | N/A | SO I | General & Unrestricted | $25,000 |
| MIANUS RIVER GORGE INC | |||||||
| 167 MIANUS RIVER RD | BEDFORD | NY | 10506 | N/A | PC | Land conservation initiatives | $5,000 |
| MORYS PRESERVATION INC | |||||||
| 306 YORK ST | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $1,000 |
| MOUNT SINAI SCHOOL OF MEDICINE OF NEW YORK UNIVERS | |||||||
| ONE GUSTAVE L LEVY PL BOX 1191 | NEW YORK | NY | 10029 | N/A | PC | Brookdale Department of Geriatrics and Palliative Care | $5,000 |
| NEADS INC | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | PC | Service dog training programs | $5,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK W | NEW YORK | NY | 10024 | N/A | PC | Support for exhibitions and programs | $5,000 |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $2,000 |
| NEW YORK UNIVERSITY | |||||||
| ONE PARK AVE 5TH FL | NEW YORK | NY | 10016 | N/A | PC | Dermatology Research Program | $5,000 |
| OLD ROAD FUND INC | |||||||
| 47 BEECHCROFT RD | GREENWICH | CT | 06830 | N/A | PC | scholarship fund and student support fund | $5,000 |
| PILOBOLUS INC | |||||||
| 6 KIRBY RD | WASHINGTON | CT | 06793 | N/A | PC | General & Unrestricted | $1,000 |
| PRECEDE FOUNDATION INC | |||||||
| 58 DEER RUN RD | RED HOOK | NY | 12571 | N/A | PC | PRECEDE study | $5,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | N/A | PC | General & Unrestricted | $1,000 |
| PURCHASE COLLEGE FOUNDATION | |||||||
| 735 ANDERSON HILL RD | PURCHASE | NY | 10577 | N/A | PC | General & Unrestricted | $1,000 |
| PUTNAM-INDIAN FIELD SCHOOL INC | |||||||
| 101 INDIAN FIELD RD | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| READING TEAM INC | |||||||
| PO BOX 3510 | NEW YORK | NY | 10027 | N/A | PC | Expansion of literacy coaching program for Harlem students | $15,000 |
| ROYAL FAMILY PRODUCTIONS INC | |||||||
| 145 W 46TH ST 3 | NEW YORK | NY | 10036 | N/A | PC | education programs | $5,000 |
| SEEDS OF PEACE INC | |||||||
| 1100 13TH ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | Summer leadership program | $5,000 |
| SHAKESPEARE ON THE SOUND INC | |||||||
| PO BOX 15 | NORWALK | CT | 06853 | N/A | PC | Educational Outreach | $15,000 |
| SHARP AGAIN NATURALLY INC | |||||||
| 75 S BROADWAY 4TH FL STE 4491 | WHITE PLAINS | NY | 10601 | N/A | PC | Supporting Brain Health Longevity in Seniors | $15,000 |
| SHATTERPROOF A NONPROFIT CORP | |||||||
| PO BOX 24942 | NEW YORK | NY | 10087 | N/A | PC | Shatterproof's Stigma Reduction Initiative | $10,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | Poverty eradication programs | $2,500 |
| SQUASH HAVEN INC | |||||||
| 33 DIXWELL AVE PMB 226 | NEW HAVEN | CT | 06511 | N/A | PC | Academic and athletic enrichment programs | $10,000 |
| STAMFORD CENTER FOR THE ARTS INC | |||||||
| 61 ATLANTIC ST | STAMFORD | CT | 06901 | N/A | PC | arts programming and education outreach | $8,000 |
| STANFORD UNIVERSITY - GSB | |||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | N/A | PC | BOLD Fellows Fund for Student Support | $250,000 |
| STEP UP TUTORING | |||||||
| 1424 4TH ST STE 214 | SANTA MONICA | CA | 90401 | N/A | PC | academic tutoring programs | $2,500 |
| STERLING & FRANCINE CLARK ART INST | |||||||
| 225 S ST | WILLIAMSTOWN | MA | 01267 | N/A | SO I | cultural programming and educational outreach | $35,000 |
| SUMMER CAMP INC | |||||||
| 8 CHURCH ST | BRIDGTON | ME | 04009 | N/A | PC | summer campers Scholarship Fund | $5,000 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | N/A | PC | Annual Fund | $1,000 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | N/A | PC | Financial Aid Endowment | $100,000 |
| TEMPLE SHOLOM INC | |||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | Charitable Event | $10,000 |
| THAMES VALLEY MUSIC SCHOOL | |||||||
| 270 MOHEGAN AVECONNCOLLE BOX 5294 | NEW LONDON | CT | 06320 | N/A | PC | music instruction | $3,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $1,000 |
| THE CARNEGIE HALL CORPORATION | |||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | Music programming and outreach | $15,000 |
| THE GREENWICH LAND TRUST INC | |||||||
| 370 ROUND HILL RD | GREENWICH | CT | 06831 | N/A | PC | land conservation and preservation | $5,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | American Wing fund | $5,000 |
| THE MORGAN LIBRARY & MUSEUM | |||||||
| 225 MADISON AVE | NEW YORK | NY | 10016 | N/A | PC | Educational programs and exhibitions | $12,500 |
| THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC | |||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | N/A | PC | Multiple Myeloma Research | $5,000 |
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN | |||||||
| 270 MADISON AVE 12TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $1,000 |
| TOGETHER ACHIEVING DREAMS FOUNDATION INC | |||||||
| 418 BROADWAY N | NEW YORK | NY | 12207 | N/A | PC | Student mentorship program | $11,500 |
| TOGETHER ACHIEVING DREAMS FOUNDATION INC | |||||||
| 418 BROADWAY N | NEW YORK | NY | 12207 | N/A | PC | career mentoring program for blind and low-vision students | $10,000 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | N/A | PC | Trinity College Annual Fund | $10,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| PO BOX 1523 | NEW YORK | NY | 10008 | N/A | PC | Weinberg Cerebral Palsy Center | $3,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 622 WEST 113TH ST MC4523 | NEW YORK | NY | 10025 | N/A | PC | Justice Ruth Bader Ginsberg Scholarship Fund | $2,500 |
| UJA FEDERATION OF GREENWICH | |||||||
| 1 HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | community programs | $10,000 |
| WARREN LAND TRUST INC | |||||||
| 50 CEMETERY RD | WARREN | CT | 06754 | N/A | PC | Preservation of Tanner Farm and Mountain Lake Preserve | $25,000 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH ST NW STE 500 | WASHINGTON | DC | 20036 | N/A | PC | Charitable Event | $7,500 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH ST NW STE 500 | WASHINGTON | DC | 20036 | N/A | PC | research and policy support | $15,000 |
| WATERSIDE SCHOOL INC | |||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | Literacy Champions Initiative | $75,000 |
| WATERSIDE SCHOOL INC | |||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | Annual Fund and 5K Event | $5,000 |
| WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTOR | |||||||
| 101 S INDEPENDENCE MALL E | PHILADELPHIA | PA | 19106 | N/A | PC | General & Unrestricted | $1,000 |
| WESTCHESTER ARC FOUNDATION INC | |||||||
| 265 SAW MILL RIVER RD | HAWTHORNE | NY | 10532 | N/A | PC | Grant for music, movement, and art therapy program | $75,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | Williams College Annual Fund | $1,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 7611 | NEW HAVEN | CT | 06519 | N/A | PC | Cancer Research | $10,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Peter Salovey & Marta Elisa Moret Scholarship Fund | $10,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale Program for the Study of Antisemitism | $125,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Robert Blocker Scholarship Fund to provide financial aid to students within the Yale School of Music | $125,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale Class of 1954 Endowment for the Peabody Museum | $100,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale Emerging Climate Leaders Fellowship | $75,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale Lacrosse Association | $10,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Data Science Library fund | $1,000,000 |
| YALE UNIVERSITY ART GALLERY | |||||||
| PO BOX 208271 | NEW HAVEN | CT | 06520 | N/A | PC | exhibitions and education programs | $5,000 |
| YONKERS PARTNERS IN EDUCATION INC | |||||||
| 92 MAIN ST SUITE 101 | YONKERS | NY | 10701 | N/A | PC | Yonkers and Jersey City College Access Programs | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,641,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,291 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,707,207 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $65,496 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,429,972 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $29,214 | 14 | $747,999 |
| Federal Tax Refund | 01 | $2,861 | ||
| STATE TAX REFUND | 01 | $1,200 | ||
| INTEREST INCOME FROM PFICS | 14 | $4,384 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $94,710 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,086,914 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,181,624 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER - MARX | PropertyDesc |
| Acquired | 2019-06-01 | AcquiredDt |
| Cost Or Other Basis | $3,790 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $3,788 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5 | LifeRt |
| Current Year Expense | $2 | CurrentYearExpenseAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| PART I LINE 6A (990-PF) | PART I LINE 6A (990-PF) | RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $8,429,972 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $65,496 TOTAL PART I, LINE 6A: $8,495,468 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $27,612,041 BOOK BASIS: $19,182,811 NET GAIN/(LOSS): $8,429,230 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $742 |
| FORMS 926 | FORMS 926 | The Foundation has prepared thESE formS to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL | $219,968 | $2,042,760 |
| BERKSHIRE HATHAWAY INC. CLASS | $510,677 | $1,813,120 |
| BLACKROCK HIGH YIELD BOND PORT | $1,475,489 | $1,388,922 |
| BLUE OWL CAPITAL CORPORATION | $3,333,865 | $3,629,496 |
| COHEN & STEERS REAL ESTATE SEC | $1,386,016 | $1,151,250 |
| CONSUMER DISCRETIONARY SELECT | $221,672 | $230,856 |
| DODGE & COX INCOME FUND | $1,207,742 | $1,204,613 |
| EDGEWOOD GROWTH FUND INSTI | $1,093,046 | $1,119,705 |
| FIDELITY 500 INDEX FUND | $19,844,329 | $31,028,063 |
| FINANCIAL SELECT SECTOR SPDR F | $943,272 | $1,064,178 |
| FS KKR CAPITAL CORP | $3,487,431 | $3,790,205 |
| GOLDMAN SACHS BDC INC | $3,436,666 | $2,854,668 |
| INVESCO QQQ TRUST | $2,381,836 | $3,303,568 |
| INVESCO S&P 500 EQUAL WEIGHT E | $505,674 | $532,524 |
| ISHARES TR S & P MIDCAP 400 IN | $2,954,475 | $3,238,500 |
| ISHARESLEHMAN 7-10YR | $1,380,322 | $1,302,990 |
| MARKET VECTORS - GOLD MINERS E | $378,490 | $396,103 |
| MARKET VECTORS BDC INCOME | $10,056,076 | $9,860,642 |
| MICROSOFT CORP | $400,938 | $4,215,000 |
| OIL SVC HLDRS TR | $738,470 | $796,603 |
| PIMCO TOTAL RETURN FUND | $951,023 | $971,605 |
| SELECT SECTOR SPDR INDUSTRIAL | $219,380 | $208,049 |
| SELECT SECTOR SPDR-HEALTH CARE | $624,694 | $639,013 |
| SL GREEN RLTY CORP PFD SER I - | $87,824 | $94,760 |
| VANECK SEMICONDUCTOR ETF | $731,229 | $749,516 |
| VANGUARD TOTAL BOND MARKET IND | $2,500,748 | $2,508,277 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|
| 17 WEST ORANGE REALTY CO | $613,017 | |
| 26 EAST REALTY CORPORATION | $955,500 | |
| ARGIN REALTY CO., INC | $777,312 | |
| CLAYTON, DUBILIER & RICE FUND | $2,781,088 | $2,532,223 |
| CRP VIII (CARLYLE) PRVT INV OF | $438,098 | $293,831 |
| DARB REALTY CORPORATION | $56,011 | |
| ELMONT JOINT VENTURE | $12,892 | $6,055 |
| FORT LEE JOINT VENTURE | $5,104 | $5,124 |
| GENERAL ATLANTIC INV PRTNRS SC | $2,763,639 | $3,090,149 |
| ITHACA JOINT VENTURE | $15,166 | $6,543 |
| KESMAR REALTY CO., INC | $277,336 | |
| KINNEY HYBLA JOINT VENTURE | $44,100 | $3,857 |
| KOHLBERG PARTNERS IX, LP | $7,725,569 | $3,967,518 |
| KOHLBERG PARTNERS X, LP | $1,414,598 | $1,038,304 |
| MADISON SYNDICATE | $2,380 | $622 |
| MANASSAS JOINT VENTURE | $22,969 | $4,554 |
| MELCO HYBLA JOINT VENTURE | $31,500 | $6,598 |
| MONTCAN REALTY CO., INC | $114,667 | |
| NEWBURY STREET PARTNERS | $36,462 | $16,049 |
| PETERS LAND SYNDICATE | $28,263 | $17,772 |
| RMWC DIRECT LENDING OPPORTUNIT | $4,749,359 | $4,786,381 |
| SEAFORD JOINT VENTURE | $12,600 | $1,650 |
| SLP VI PRIVATE INVESTORS OFFSH | $3,425,510 | $2,352,931 |
| STATE COLLEGE JOINT VENTURE | $24,898 | $3,014 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER - MARX | CategoryOrItemTxt |
| Cost Or Other Basis | $3,790 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,790 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $109,312 | $109,312 | |
| Cell Phone Expense | $5,432 | $5,432 | |
| Computers/Electronic Devices | $975 | $975 | |
| Digital Subscriptions | $170 | $170 | |
| Foundation Dues & Memberships | $830 | $830 | |
| K-1 Exp KOHLBERG PARTNERS IX, | $14,866 | $1,206 | |
| K-1 Exp KOHLBERG PARTNERS X, L | $133,845 | ||
| K-1 Exp RMWC DIRECT LENDING OP | $61,229 | $61,229 | |
| Payroll Processing Fees | $2,063 | $2,063 | |
| Postage/Delivery Service | $190 | $190 | |
| State or Local Filing Fees | $50 | $50 | |
| RMWC - ADDTL ORGANIZATION EXP | $9,197 | $9,197 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ELMONT JOINT VENTURE | $2,739 | $2,739 |
| K-1 Inc/Loss FORT LEE JOINT VENTURE | $899 | $899 |
| K-1 Inc/Loss ITHACA JOINT VENTURE | $1,291 | $1,291 |
| K-1 Inc/Loss KINNEY HYBLA JOINT VENTURE | $792 | $792 |
| K-1 Inc/Loss KOHLBERG PARTNERS IX, LP | $36,913 | $10,855 |
| K-1 Inc/Loss KOHLBERG PARTNERS X, LP | $3,272 | $116 |
| K-1 Inc/Loss MADISON SYNDICATE | $496 | $496 |
| K-1 Inc/Loss MANASSAS JOINT VENTURE | $3,113 | $3,113 |
| K-1 Inc/Loss MELCO HYBLA JOINT VENTURE | $3,968 | $3,968 |
| K-1 Inc/Loss NEWBURY STREET PARTNERS | $5,311 | $5,311 |
| K-1 Inc/Loss PETERS LAND SYNDICATE | -$936 | -$936 |
| K-1 Inc/Loss RMWC DIRECT LENDING OPPORTUNITIES FU | $718,704 | $718,704 |
| K-1 Inc/Loss SEAFORD JOINT VENTURE | $1,882 | $1,882 |
| K-1 Inc/Loss STATE COLLEGE JOINT VENTURE | -$1,231 | -$1,231 |
| Federal Tax Refund | $2,861 | |
| State Tax Refund | $1,200 | |
| interest income from pfics | $4,384 | $4,384 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $139,240 | Amt |
| Net Investment Income | $139,240 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $67,600 | |
| 990-PF Excise Tax for 2023 | $3,678 | |
| 990-PF Extension for 2023 | $4,100 | |
| Foreign Tax Paid | $892 | $892 |
| State Income Tax 2023 | $100 |