E&SS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- E&SS FOUNDATION INC (EIN 46-0666419)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-29
- IRS object ID
- 202503029349101105
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-29T10:16:00-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 833356218 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ablamsky & Company CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 Richards Road | AddressLine1Txt |
| City | Port Washington | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | 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 | 460666419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE E&SS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | E&SS | BusinessNameControlTxt |
| Phone | 2129848812 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o VINITAS PARTNERS 1100 PEACHTREE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT L SHLEIFER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129848812 | PhoneNum |
| Signature | 2025-04-08 | 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 | John T Ablamsky III | PreparerPersonNm |
| PTIN | P02311203 | PTIN |
| Phone | 5162446074 | PhoneNum |
| Preparation | 2025-10-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $86,811,044 | 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 | $120,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,248,676 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,248,676 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,161 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,484,570 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,203,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$7,046,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,317,837 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,610 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,610 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $150,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $40,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $110,225 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $153,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,225 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $112,960 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,188,346 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,188,346 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,341,531 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,225 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,301,306 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,388,264 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,277,612 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,902 | CashBOYAmt |
| Cash EOY | $430 | CashEOYAmt |
| Cash EOYFMV | $430 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $41,988,167 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,376,373 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,376,373 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $16,900,576 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,119 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,722,619 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $55,669,257 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $90,669,257 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $82,711,622 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $114,569,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,064,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,811,044 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $114,569,902 | CapitalStockBOYAmt |
| Capital Stock EOY | $93,064,179 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $114,569,902 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $93,064,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $114,569,902 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $93,064,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $114,569,902 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,388,264 | ExcessRevenueOverExpensesAmt |
| Subtotal | $93,181,638 | SubtotalAmt |
| Other Decreases | $117,459 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $93,064,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 232,910 SHARES OF JD.COM | D | 2020-06-09 | 2024-01-08 | $5,919,896 | $0 | $13,714,026 | -$7,794,130 | $0 | $0 | $0 | -$7,794,130 |
| 50,515 SHARES OF JD.COM | D | 2021-08-13 | 2024-01-08 | $1,283,945 | $0 | $2,974,385 | -$1,690,440 | $0 | $0 | $0 | -$1,690,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,484,570 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,659 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,659 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,659 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,019 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $33,519 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$33,519 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,860 | OverpaymentAmt |
| Applied To ES Tax | $1,860 | 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 |
| 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | 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 | JOHN T ABLAMSKY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168834306 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 REID AVENUE | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ELENA SHLEIFER | ||||||||
| 535 N COUNTY RD | PALM BEACH | FL | 33480 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SCOTT L SHLEIFER | ||||||||
| 535 N COUNTY RD | PALM BEACH | FL | 33480 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VINITAS PARTNERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 PEACHTREE ST NE STE 250 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $120,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,921,453 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,802,100 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $57,886,069 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $87,609,622 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $87,609,622 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,314,144 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $86,295,478 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,314,774 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,314,774 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,659 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,659 | TotalTaxAmt |
| Distributable Before Adj | $4,283,115 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,283,115 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,283,115 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,301,306 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,301,306 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,283,115 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,588,863 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,663,529 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,818,230 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,994,446 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,865,479 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,930,547 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,301,306 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,283,115 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,018,191 | RemainingDistriFromCorpusAmt |
| Total Corpus | $90,948,738 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,588,863 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $77,359,875 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,663,529 | ExcessFromYear4Amt |
| Excess From Year3 | $25,818,230 | ExcessFromYear3Amt |
| Excess From Year2 | $18,994,446 | ExcessFromYear2Amt |
| Excess From Year1 | $14,865,479 | ExcessFromYear1Amt |
| Excess From Current Year | $10,018,191 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT L SHLEIFER | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CORNELL UNIVERSITY | ||||||
| 377 PINE TREE RD | ITHACA | NY | 148502820 | 509(a)1170(b)(1)(A) | EDUCATION | $360,000 |
| HOSPITAL FOR SPECIAL SURGERY FUND INC | ||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 509(a)1170(b)(1)(A) | COMMUNITY | $270,000 |
| JEWISH FEDERATION OF GREATER PORTLAND | ||||||
| 9900 SW GREENBURG RD STE 220 | TIGARD | OR | 97223 | 509(a)1170(b)(1)(A) | EDUCATION | $330,000 |
| PALM BEACH DAY ACADEMY INC | ||||||
| 241 SEAVIEW AVE | PALM BEACH | FL | 334804234 | 509(a)1170(b)(1)(A) | EDUCATION | $4,500,000 |
| TEMPLE JUDEA OF PALM BEACH COUNTY INC | ||||||
| 4311 HOOD RD | PALM BEACH GARDENS | FL | 334102177 | 509(a)1170(b)(1)(A) | RELIGIOUS | $200,000 |
| PALM BEACH POLICE FOUNDATION INC | ||||||
| 139 N COUNTY RD STE 26 | PALM BEACH | FL | 33480 | 509(a)1170(b)(1)(A) | COMMUNITY | $18,000 |
| MUSTIQUE CHARITABLE FOUNDATION | ||||||
| 137 N LARCHMONT BLVD 621 | LOS ANGELES | CA | 90004 | 509(a)1170(b)(1)(A) | COMMUNITY | $20,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | 509(a)1170(b)(1)(A) | EDUCATION | $7,700,000 |
| FRIENDS OF THE ISRAEL DEFENCE FORCES | ||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | 509(a)1170(b)(1)(A) | COMMUNITY | $35,000 |
| PALM BEACH COUNTRY CLUB FOUNDATION INC | ||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | 509(a)1170(b)(1)(A) | COMMUNITY | $18,000 |
| PALM BEACH GARDENS YOUTH ATHLETIC ASSOCIATION | ||||||
| 4029 JOHNSON DAIRY RD | PALM BEACH GARDENS | FL | 33410 | 509(a)1170(b)(1)(A) | COMMUNITY | $10,000 |
| ROBIN HOOD FOUNDATION | ||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | 509(a)1170(b)(1)(A) | COMMUNITY | $2,340 |
| MARIN COMMUNITY FOUNDATION | ||||||
| 5 HAMILTON LANDING STE 200 | NOVATO | CA | 94949 | 509(a)1170(b)(1)(A) | COMMUNITY | $180 |
| ISRAEL TENNIS CENTERS FOUNDATION INC | ||||||
| 165 E 56TH STREET 2ND FLOOR | NEW YORK | NY | 10022 | 509(a)1170(b)(1)(A) | COMMUNITY | $360 |
| PALM BEACH ORTHODOX SYNAGOGUE INC | ||||||
| 120 N COUNTY RD | PALM BEACH | FL | 33480 | 509(a)1170(b)(1)(A) | RELIGIOUS | $19,800 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | 509(a)1170(b)(1)(A) | COMMUNITY | $333,333 |
| LOUIS D BRANDEIS CENTER INC | ||||||
| 1717 PENNSYLVANIA AVE STE 1025 | WASHINGTON | DC | 20006 | 509(a)1170(b)(1)(A) | COMMUNITY | $333,333 |
| FEED THE HUNGRY PANTRY OF PALM BEACH COUNTY INC | ||||||
| 8306 155TH PL N | PALM BEACH GARDENS | FL | 33418 | 509(a)1170(b)(1)(A) | COMMUNITY | $10,000 |
| JEWISH FEDERATION OF PALM BEACH COUNTY INC | ||||||
| 1 HARVARD CIR STE 100 | WEST PALM BEACH | FL | 33409 | 509(a)1170(b)(1)(A) | EDUCATION | $18,000 |
| TOWN OF PALM BEACH UNITED WAY INC | ||||||
| 44 COCOANUT ROW M-201 | PALM BEACH | FL | 33480 | 509(a)1170(b)(1)(A) | COMMUNITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,188,346 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,248,676 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,161 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,484,571 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$7,166,734 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$7,166,734 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SCOTT SHLEIFER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 NORTH COUNTY RD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $120,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| JOHN T. ABLAMSKY, CPA TAX, ACCOUNTING, CONSULTING, ETC. | $30,450 | $15,225 | $0 | $15,225 |
| VINITAS PARTNERS ACCOUNTING | $120,000 | $25,000 | $0 | $95,000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 232,910 SHARES OF JD.COM | 2020-06 | Donated | 2024-01 | $5,919,896 | $13,714,026 | -$7,794,130 |
| 50,515 SHARES OF JD.COM | 2021-08 | Donated | 2024-01 | $1,283,945 | $2,974,385 | -$1,690,440 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APOLLO ASSET MANAGEMENT INC - 10,430 SHARES | $18,119 | $1,722,619 |
| JD.COM INC - 283,425 SHARES | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAA HOLDINGS (DC), INC. | $19,073,721 | $19,785,753 |
| APOLLO ALIGNED ALTERNATIVES (C), LP | $15,926,279 | $17,071,635 |
| DAVERN CAPITAL PARTNERS | $100,000 | $101,138 |
| TIGER GLOBAL LONG OPPORTUNITIES, LP | $10,000,000 | $4,623,204 |
| TIGER GLOBAL, LP | $10,000,000 | $7,607,965 |
| CRESCENT FUND | $35,569,257 | $33,521,927 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GUNSTER YOAKLEY & STEWART LEGAL | CategoryTxt |
| Legal Fees | $2,610 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,610 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $117,459 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $25 | $0 | $25 |
| BANK CHARGES | $100 | $0 | $100 |
| ADR FEES |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $0 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |