BARON CAPITAL FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: BARON CAPITAL FOUNDATION (EIN 14-2004657)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-05
IRS object ID: 202033109349100508
Schema version: 2019v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule
Transfers Frm Controlled Entities

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-05T09:03:43-06:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	EISNERAMPER LLP	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	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	142004657	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BARON CAPITAL FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% RONALD BARON	InCareOfNm
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	2020-07-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARIE ARRIGO	PreparerPersonNm
PTIN	P00058583	PTIN
Phone	2129498700	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	64.238.150.4	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	13478420203105000001	FederalOriginalSubmissionId
Federal Original Submission Id	2020-11-05	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	9582E9D168155F33C6A87A6EB146B499576A0624	AtSubmissionCreationDeviceId
At Submission Filing Device Id	8B3776813B90F7F83DDB732F957AAE757E196EB1	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$31,357,725	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	$1,914,271	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$318,403	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$318,403	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$320,653	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$320,653	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$320,653	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$82,490	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$82,490	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$2,635,817	TotalRevAndExpnssAmt
Total Net Invst Incm	$721,546	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$6,800	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,400	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$3,400	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$2,501	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$750	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$750	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$10,051	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,400	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$4,150	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,250,538	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,250,538	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,260,589	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,400	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,254,688	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,375,228	ExcessRevenueOverExpensesAmt
Net Investment Income	$718,146	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$0	CashBOYAmt
Cash EOY	$0	CashEOYAmt
Cash EOYFMV	$0	CashEOYFMVAmt
Other Investments BOY	$11,692,992	OtherInvestmentsBOYAmt
Other Investments EOY	$13,068,220	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$31,357,725	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$11,692,992	TotalAssetsBOYAmt
Total Assets EOY	$13,068,220	TotalAssetsEOYAmt
Total Assets EOYFMV	$31,357,725	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$11,692,992	RetainedEarningBOYAmt
Retained Earning EOY	$13,068,220	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$11,692,992	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$13,068,220	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$11,692,992	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$13,068,220	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$11,692,992	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,375,228	ExcessRevenueOverExpensesAmt
Subtotal	$13,068,220	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$13,068,220	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	CAPITAL GAIN DIVIDENDS	PropertyDesc
How Acquired	P	HowAcquiredCd
Gain Or Loss	$320,653	GainOrLossAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$320,653	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,675,450	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$21,226,396	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.078932	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,513,000	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$17,262,324	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.087648	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,278,525	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$14,010,387	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.091256	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,910,742	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$15,119,821	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.126373	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,792,855	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$14,067,480	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.127447	DistributionYr5Rt
Total Distribution	0.511656	TotalDistributionRt
Average Distribution	0.102331	AverageDistributionRt
Net Vl Noncharitable Assets	$24,922,753	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$2,550,370	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$7,181	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$2,557,551	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,254,688	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$14,363	InvestmentIncomeExciseTaxAmt
Subtotal	$14,363	SubtotalAmt
Tax Based On Investment Income	$14,363	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,000	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$25,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$29,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$14,637	OverpaymentAmt
Applied To ES Tax	$14,637	AppliedToESTaxAmt

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
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	Yes (true)	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	RONALD BARON	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
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
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10153	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	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
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 (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	2.0	$0	$0	$0
MICHAEL R BARON
767 FIFTH AVENUE 49TH FL	NEW YORK	NY	10153	TRUSTEE	2.0	$0	$0	$0
DAVID R BARON
767 FIFTH AVENUE 49TH FL	NEW YORK	NY	10153	TRUSTEE	2.0	$0	$0	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NOT APPLICABLE	Description1Txt

Field	Value	IRS element (for citing)
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$45,058	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$25,257,229	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$25,302,287	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$25,302,287	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$379,534	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$24,922,753	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,246,138	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,246,138	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$14,363	TaxBasedOnInvestmentIncomeAmt
Total Tax	$14,363	TotalTaxAmt
Distributable Before Adj	$1,231,775	DistributableBeforeAdjAmt
Distributable Before Ded	$1,231,775	DistributableBeforeDedAmt
Distributable As Adjusted	$1,231,775	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,254,688	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	$1,254,688	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$1,254,688	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,231,775	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2017	PriorYear1Yr
Prior Year2	2016	PriorYear2Yr
Prior Year3	2015	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,090,686	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,161,355	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$584,847	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$654,809	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$617,831	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$4,109,528	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,254,688	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$1,231,775	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$22,913	RemainingDistriFromCorpusAmt
Total Corpus	$4,132,441	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$1,090,686	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,041,755	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,161,355	ExcessFromYear4Amt
Excess From Year3	$584,847	ExcessFromYear3Amt
Excess From Year2	$654,809	ExcessFromYear2Amt
Excess From Year1	$617,831	ExcessFromYear1Amt
Excess From Current Year	$22,913	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
MorseLife Foundation
4847 Fred Gladstone Drive	West Palm Beach	FL	33417	NONE	PC	GENERAL SUPPORT	$1,000
MJHS Foundation
39 Broadway	New York	NY	10006	NONE	PC	GENERAL SUPPORT	$10,000	3rd Floor
UJA Federation of NY
130 East 59th Street	New York	NY	10022	NONE	PC	GENERAL SUPPORT	$10,000
Palm Beach Synagogue
120 N County Road	Palm Beach	FL	33480	NONE	PC	GENERAL SUPPORT	$1,800
Memorial Sloan Kettering
1275 York Ave	New York	NY	10065	NONE	PC	GENERAL SUPPORT	$5,000
University of Michigan
500 S State St	Ann Arbor	MI	48109	NONE	PC	GENERAL SUPPORT	$5,000
Debbie's Dream Foundation
Two South University Drive	Plantation	FL	33324	NONE	PC	GENERAL SUPPORT	$10,000	Suite 326
Albert Einstein College Medicine
1300 Morris Park Ave	Bronx	NY	10461	NONE	PC	GENERAL SUPPORT	$1,000
Jazz at Lincoln Center
3 Columbus Circle	New York	NY	10019	NONE	PC	GENERAL SUPPORT	$5,000	12th Fl
Ronald McDonald House
One Kroc Drive	Oak Brook	IL	60523	NONE	PC	GENERAL SUPPORT	$5,000
Haitian Health Foundation
97 Sherman St	Norwich	CT	06360	NONE	PC	GENERAL SUPPORT	$2,000
92nd Street Y
1395 Lexington Avenue	New York	NY	10128	NONE	PC	GENERAL SUPPORT	$5,000
Leukemia & Lymphoma Society
3 International Drive	Rye Brook	NY	10573	NONE	PC	GENERAL SUPPORT	$2,500	Suite 200
New York City Police Foundation
555 5th Ave	New York	NY	10017	NONE	PC	GENERAL SUPPORT	$5,000
Manhattan Theatre Club
311 West 43rd Street	New York	NY	10036	NONE	PC	GENERAL SUPPORT	$10,000	8th Floor
Kindness Matters (used to be Samaritan 365)
20283 State Road 7	Boca Raton	FL	33498	NONE	PC	GENERAL SUPPORT	$5,000	Suite 106
Leukemia & Lymphoma Society
3 International Drive	Rye Brook	NY	10573	NONE	PC	GENERAL SUPPORT	$25,000	Suite 200
Cancer Research at Sylvester Comprehensive Cancer
1475 NW 12th Ave	Miami	FL	33136	NONE	PC	GENERAL SUPPORT	$1,000	1st floor
Weill Cornell Medical College
1300 York Avenue	New York	NY	10065	NONE	PC	GENERAL SUPPORT	$200,000
Weill Cornell Medical College
1300 York Avenue	New York	NY	10065	NONE	PC	GENERAL SUPPORT	$200,000
Harmonie Preservation Foundation
4 East 60th Street	New York	NY	10022	NONE	PC	GENERAL SUPPORT	$10,000
Cary Institute
2801 Sharon Turnpike	Millbrook	NY	12545	NONE	PC	GENERAL SUPPORT	$2,500
Harmonie Preservation Foundation
4 East 60th Street	New York	NY	10022	NONE	PC	GENERAL SUPPORT	$15,000
Guild Hall
158 Main St	East Hampton	NY	11937	NONE	PC	GENERAL SUPPORT	$1,000
East Hampton Village Ambulance Association
1 Cedar St	East Hampton	NY	11937	NONE	PC	GENERAL SUPPORT	$10,000
Southampton Hospital Foundation
240 Meeting House Lane	Southampton	NY	11968	NONE	PC	GENERAL SUPPORT	$10,000
Guild Hall
158 Main St	East Hampton	NY	11937	NONE	PC	GENERAL SUPPORT	$10,000
Stetson University
421 N Woodland Blvd	DeLand	FL	32723	NONE	PC	GENERAL SUPPORT	$5,000
Bridge Golf Foundation
40 West 117th Street	New York	NY	10026	NONE	PC	GENERAL SUPPORT	$10,000
Lenox Hill Neighborhood House
331 E 70th St	New York	NY	10021	NONE	PC	GENERAL SUPPORT	$500
American Friends of Israel Navy Seals
138 W 133rd St	New York	NY	10030	NONE	PC	GENERAL SUPPORT	$1,800
Horace Mann
231 West 246th Street	Bronx	NY	10471	NONE	PC	GENERAL SUPPORT	$100,000
FARE
7901 Jones Branch Drive	McLean	VA	22102	NONE	PC	GENERAL SUPPORT	$50,000	Suite 240
Tourette Association of America
42-40 Bell Blvd 205	Bayside	NY	11361	NONE	PC	GENERAL SUPPORT	$10,000
Lincoln Center Theater
150 W 65th St	New York	NY	10023	NONE	PC	GENERAL SUPPORT	$2,500
Norton Museum of Art
1450 S Dixie Hwy	West Palm Beach	FL	33401	NONE	PC	GENERAL SUPPORT	$10,000
Lung Cancer Research Foundation
155 E 55th St 6H	New York	NY	10022	NONE	PC	GENERAL SUPPORT	$1,000
Stephen Gaynor School
148 W 90th St	New York	NY	10024	NONE	PC	GENERAL SUPPORT	$10,000
Eagles' Wings
PO Box 450	Clarence	NY	14031	NONE	PC	GENERAL SUPPORT	$5,000
Prostate Cancer Foundation
1250 Fourth Street	Santa Monica	CA	90401	NONE	PC	GENERAL SUPPORT	$10,000
Lung Cancer Research Foundation
155 East 55th Street 6H	New York	NY	10022	NONE	PC	GENERAL SUPPORT	$250
Jazz at Lincoln Center
10 Columbus Cir	New York	NY	10023	NONE	PC	GENERAL SUPPORT	$250	Suite 6H
Morselife Foundation
Foundation Center	West Palm Beach	FL	33417	NONE	PC	GENERAL SUPPORT	$1,500	4920 Loring Dr
The Jewish Board
135 West 50th St	New York	NY	10020	NONE	PC	GENERAL SUPPORT	$1,000
Breast Cancer Research Foundation
28 West 44th Street	New York	NY	10036	NONE	PC	GENERAL SUPPORT	$1,000	Suite 609
Horace Mann
231 West 246th Street	Bronx	NY	10471	NONE	PC	GENERAL SUPPORT	$25,000
Horace Mann
231 West 246th Street	Bronx	NY	10471	NONE	PC	GENERAL SUPPORT	$25,000
Bucknell University
One Dent Drive	Lewisburg	PA	17837	NONE	PC	GENERAL SUPPORT	$10,000
Emory University
1762 Clifton Road	Atlanta	GA	30322	NONE	PC	GENERAL SUPPORT	$10,000	Suite 1400
Duke Univerisity
PO Box 90581	Durham	NC	27708	NONE	PC	GENERAL SUPPORT	$10,000
UJA Federation of NY
130 East 59th Street	New York	NY	10022	NONE	PC	GENERAL SUPPORT	$125,000
Columbia Business School
622 West 113th Street	New York	NY	10025	NONE	PC	GENERAL SUPPORT	$10,000	Mail Code 4524
American Technion Society
55 East 59th Street	New York	NY	10022	NONE	PC	GENERAL SUPPORT	$100,000
FIDF
6505 Wilshire Blvd	Los Angeles	CA	90048	NONE	PC	GENERAL SUPPORT	$100,000	Suite 625
Bronx Science Alumni Foundation
75 W 205th St	Bronx	NY	10468	NONE	PC	GENERAL SUPPORT	$10,000
Haitian Health Foundation
97 Sherman St	Norwich	CT	06360	NONE	PC	GENERAL SUPPORT	$5,000
Educational Alliance
197 East Broadway	New York	NY	10002	NONE	PC	GENERAL SUPPORT	$1,000
Operation Warm Inc
6 Dickinson Dr 314	Chadds Ford	PA	19317	NONE	PC	GENERAL SUPPORT	$7,920
Operation Warm Inc
6 Dickinson Dr 314	Chadds Ford	PA	19317	NONE	PC	GENERAL SUPPORT	$13,000
Educational Alliance
197 East Broadway	New York	NY	10002	NONE	PC	GENERAL SUPPORT	$1,518
American Technion Society
55 East 59th Street	New York	NY	10022	NONE	PC	GENERAL SUPPORT	$5,000
Birthright Israel
PO Box 5892	Hicksville	NY	11802	NONE	PC	GENERAL SUPPORT	$4,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,250,538	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
WEILL CORNELL MEDICAL COLLEGE
1300 york avenue	NEW YORK	NY	10065	NONE	PC	GENERAL SUPPORT	$200,000
Horace Mann
231 West 246th Street	BRONX	NY	10471	NONE	PC	GENERAL SUPPORT	$200,000
Israel Defense Forces (FIDF)
6505 Wilshire Blvd	Los Angeles	CA	90048	NONE	PC	GENERAL SUPPORT	$200,000	Suite 625

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$600,000	TotalGrantOrContriApprvFutAmt

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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$318,403	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 Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$320,653	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

Field	Value	IRS element (for citing)
Desc	SUBPART F INCOME	Desc
Exclusion	01	ExclusionCd
Exclusion	$82,490	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$721,546	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$721,546	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (6 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	$1,756,089	Yes (X)
Baron Family 2014 CLAT
2	767 FIFTH AVE 49TH FL	NEW YORK	NY	10153	$112,320	Yes (X)
Baron Family 2015 CLAT
3	767 FIFTH AVE 49TH FL	NEW YORK	NY	10153	$28,080	Yes (X)
Baron Family 2017 CLAT
4	767 FIFTH AVE 49TH FL	NEW YORK	NY	10153	$9,520	Yes (X)
Baron Family 2017 CLAT 2
5	767 FIFTH AVE 49TH FL	NEW YORK	NY	10153	$2,380	Yes (X)
Baron Family 2018 CLAT
6	767 FIFTH AVE 49TH FL	new york	NY	10153	$5,882	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	EISNERAMPER, LLP	CategoryTxt
Amt	$6,800	Amt
Net Investment Income	$3,400	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,400	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
INVESTMENT IN BARON USA PTNRS	$4,500,000	$17,105,539
INVESTMENT IN BARON FIFTH AVE.	$398,756	$1,038,001
INVESTMENT IN BARON FOCUSED	$5,611,959	$9,323,850
INVESTMENT IN BARON R/E FUND	$421,843	$623,939
INVESTMENT IN BARON GROWTH FD	$1,108,933	$1,462,883
INVESTMENT IN BARON PTNERS FD	$783,348	$1,535,592
INVESTMENT IN BARON EMER MK FD	$6,737	$6,553
INVESTMENT IN BARON DISC FD	$7,237	$8,491
INVESTMENT IN BARON WEALTHB FD	$229,407	$252,877

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	NY FILING FEE	Desc
Revenue And Expenses Per Books	$750	RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps	$750	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	subpart F income	Desc
Revenue And Expenses Per Books	$82,490	RevenueAndExpensesPerBooksAmt
Net Investment Income	$82,490	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX	CategoryTxt
Amt	$2,501	Amt

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BARON USA PARTNERS FUND LTD	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	c/o baron capital MGT767 FIFTH AVE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10153	ZIPCd

Field	Value	IRS element (for citing)
EIN	999999999	EIN
Desc	Distribution from Foreign Investment	Desc
Amt	$400,000	Amt

Field	Value	IRS element (for citing)
Total	$400,000	TotalAmt