KOVNER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KOVNER FOUNDATION (EIN 22-3468030)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349101769
- Schema version
- 2018v3.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T11:01:35-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223468030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KOVNER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOVN | BusinessNameControlTxt |
| Phone | 6095248600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 N US HIGHWAY 1 SUITE 400 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33477 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN CROSS | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 6095248600 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES O'BRIEN | PreparerPersonNm |
| PTIN | P01270186 | PTIN |
| Phone | 6462135100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.22.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 17:17:15 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E9C924457B5D275461852EC86B70A375E5271692 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2B300E1FC09CCA321063079848B1E489E0A7BF4B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $248,507,218 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $531,050 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,800,891 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,800,891 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,934,436 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,934,436 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,686,273 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,686,273 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,686,273 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $106,724 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $106,724 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,059,374 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,528,324 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,511 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $470,683 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $233,722 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $105,267 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $105,267 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $172,588 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,493 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,561 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $795,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $345,482 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,985,465 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,985,465 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,780,575 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $345,482 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,985,465 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,721,201 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,182,842 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,716,116 | CashBOYAmt |
| Cash EOY | -$37,340 | CashEOYAmt |
| Cash EOYFMV | -$37,340 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $263,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $97,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $97,000 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $249,356,535 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $248,447,558 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $248,447,558 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $264,335,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $248,507,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $248,507,218 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $11,879,096 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,765,751 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,475,952 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $212,487 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,355,048 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,978,238 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $250,980,603 | RetainedEarningBOYAmt |
| Retained Earning EOY | $239,528,980 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $250,980,603 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $239,528,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $264,335,651 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $248,507,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $250,980,603 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,721,201 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,113,348 | OtherIncreasesAmt |
| Subtotal | $250,372,750 | SubtotalAmt |
| Other Decreases | $10,843,770 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $239,528,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| KFO HOLDINGS II LLC - ST | P | $2,108,616 | $2,108,616 | $2,108,616 |
| KFO HOLDINGS II LLC - LT | P | $2,577,657 | $2,577,657 | $2,577,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,686,273 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,671,967 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $261,179,634 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.105950 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,572,671 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $222,752,864 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065421 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,429,891 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $232,159,624 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087999 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,427,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $207,926,640 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059770 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,014,321 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $146,419,516 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068395 | DistributionYr5Rt |
| Total Distribution | 0.387535 | TotalDistributionRt |
| Average Distribution | 0.077507 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $259,048,582 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,078,078 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $191,828 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,269,906 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,985,465 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $191,828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $191,828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $191,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $282,965 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $282,965 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $91,137 | OverpaymentAmt |
| Applied To ES Tax | $91,137 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | THEKOVNERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ACCOUNTANT | IndividualWithBooksNm |
| Phone | 6095248600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 ALEXANDER RD BLDG 2 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE S KOVNER | ||||||||
| 259 SOUTH BEACH ROAD | HOBE SOUND | FL | 33455 | DIRECTOR & PRESIDENT | 1.00 | $0 | $0 | $0 |
| PETER P D'ANGELO | ||||||||
| 90 THIRD STREET | GARDEN CITY | NY | 11530 | DIRECTOR & TREASURER | 1.00 | $0 | $0 | $0 |
| FRANK WOHL CO LANKLER SIFFERT WOHL | ||||||||
| 500 FIFTH AVENUE 33RD FLOOR | NEW YORK | NY | 10110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN CROSS | ||||||||
| 106 PINTAIL POINTE ROAD | NEW HOPE | PA | 18938 | CONTROLLER | 1.00 | $0 | $0 | $0 |
| SUZANNE F KOVNER | ||||||||
| 259 SOUTH BEACH ROAD | HOBE SOUND | FL | 33455 | DIRECTOR & VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| HEATH WEISBERG | ||||||||
| 8 HILLTOP ROAD | SHORT HILLS | NJ | 07078 | GENERAL COUNSEL | 1.00 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RR EDUCATION CONSULTANTS | |||||
| PO BOX 250861 | NEW YORK | NY | 10025 | SCHOLARSHIP CONSULTING | $172,210 |
| GRANT THORNTON LLP | |||||
| 757 THIRD AVE 9TH FLOOR | NEW YORK | NY | 10017 | ACCOUNTING (AUDIT) | $61,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,686,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $261,306,714 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $262,993,484 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $262,993,484 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,944,902 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $259,048,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,952,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,952,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $191,828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $191,828 | TotalTaxAmt |
| Distributable Before Adj | $12,760,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,760,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,760,601 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,985,465 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,985,465 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $191,828 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,793,637 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,760,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,742,068 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,498,400 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,217,559 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,153,727 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,369,191 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,980,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,985,465 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,760,601 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,224,864 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $45,205,809 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,742,068 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $41,463,741 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,498,400 | ExcessFromYear4Amt |
| Excess From Year3 | $9,217,559 | ExcessFromYear3Amt |
| Excess From Year2 | $4,153,727 | ExcessFromYear2Amt |
| Excess From Year1 | $15,369,191 | ExcessFromYear1Amt |
| Excess From Current Year | $10,224,864 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE S KOVNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1000 FRIENDS OF FLORIDA | ||||||||||||
| 308 NORTH MONROE STREET | TALLAHASSEE | FL | 32301 | PUBLIC CHARITY | COMMUNITY NEEDS | $3,000 | ||||||
| ACHIEVEMENT FIRST | ||||||||||||
| 335 ADAMS STREET SUITE 700 | BROOKLYN | NY | 11201 | PUBLIC CHARITY | EDUCATION | $250,000 | ||||||
| AHA FOUNDATION | ||||||||||||
| 130 7TH AVENUE SUITE 236 | NEW YORK | NY | 10011 | PUBLIC CHARITY | WOMEN'S RIGHT | $50,000 | ||||||
| AMERICAN ASSOCIATES OF THE NATIONAL THEATRE | ||||||||||||
| PUBLIC CHARITY | PERFORMING ARTS | $20,000 | NATIONAL THEATRE SOUTH BANK | LONDON | UNITED KINGDOM | UK | SE1 9PX | |||||
| AMERICAN ENTERPRISE INSTITUTE | ||||||||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | PUBLIC POLICY RESEARCH | $300,000 | ||||||
| AMERICAN ENTERPRISE INSTITUTE | ||||||||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | PUBLIC POLICY RESEARCH | $1,000,000 | ||||||
| AMERICAN FEDERATION FOR CHILDREN | ||||||||||||
| 1020 19TH STREET NW SUITE 675 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | EDUCATION | $25,000 | ||||||
| AMERICAN FEDERATION FOR CHILDREN | ||||||||||||
| 1020 19TH STREET NW SUITE 675 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | EDUCATION | $250,000 | ||||||
| AMERICAN FRIENDS OF LES ARTS FLORISSANT | ||||||||||||
| PUBLIC CHARITY | PERFORMING ARTS | $10,000 | 221 AVENUE JEAN JAURES | PARIS | FR | 75019 | ||||||
| AMERICAN FRIENDS OF LUCERNE FESTIVAL | ||||||||||||
| PO BOX 326 | CHATHAM | NJ | 07928 | PUBLIC CHARITY | MUSIC EDUCATION | $30,000 | ||||||
| AMERICASHARE USA INC | ||||||||||||
| 150W 26TH STREET 11TH FLOOR | NEW YORK | NY | 10010 | PUBLIC CHARITY | EDUCATION | $50,050 | ||||||
| AMERICASHARE USA INC | ||||||||||||
| 150W 26TH STREET 11TH FLOOR | NEW YORK | NY | 10010 | PUBLIC CHARITY | EDUCATION | $100,000 | ||||||
| ANIMAL MEDICAL CENTER | ||||||||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | PUBLIC CHARITY | VETERINARIAN HOSPITAL | $50,000 | ||||||
| ASSOCIATION FOR THE STUDY OF THE MIDDLE EAST AND AFRICA | ||||||||||||
| 2021 L ST NW 101-291 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | EDUCATION | $5,000 | ||||||
| BANNER LAKE CLUB | ||||||||||||
| 12212 SE LANTANA AVE | HOBE SOUND | FL | 33455 | PUBLIC CHARITY | COMMUNITY NEEDS | $25,000 | ||||||
| BOYS AND GIRLS CLUB OF MARTIN COUNTY | ||||||||||||
| 11500 SE LARES AVE | HOBE SOUND | FL | 33475 | PUBLIC CHARITY | SUPPORT CHILDREN | $25,000 | ||||||
| BRIDGEHAMPTON CHAMBER MUSIC FESTIVAL | ||||||||||||
| 850 SEVENTH AVENUE SUITE 700 | NEW YORK | NY | 10019 | PUBLIC CHARITY | PERFORMING ARTS | $10,000 | ||||||
| BROOKLYN ACADEMY OF MUSIC | ||||||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | PUBLIC CHARITY | EDUCATION | $100,000 | ||||||
| CARNEGIE HALL - ENSEMBLE CONNECT | ||||||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | PUBLIC CHARITY | PERFORMING ARTS | $1,250,000 | ||||||
| CARNEGIE HALL - ENSEMBLE CONNECT | ||||||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | PUBLIC CHARITY | PERFORMING ARTS | $100,000 | ||||||
| CARNEGIE HALL CORPORATION | ||||||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | PUBLIC CHARITY | PERFORMING ARTS | $5,000,000 | ||||||
| CENTRAL PARK CONSERVANCY | ||||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | 501(C)3 TAX EXEMPT O | NYC PARKS | $25,000 | ||||||
| CENTURION MINISTRIES | ||||||||||||
| 221 WITHERSPOON STREET | PRINCETON | NJ | 08542 | PUBLIC CHARITY | FREE WRONGFULLY IMPRISONED INMATES | $75,000 | ||||||
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER | ||||||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $25,000 | ||||||
| CHAMBER MUSIC SOCIETY OF PALM BEACH | ||||||||||||
| 340 ROYAL POINCIANA WAY SUITE | PALM BEACH | FL | 33480 | PUBLIC CHARITY | PERFORMING ARTS | $10,000 | 317-171 | |||||
| EVERGLADES FOUNDATION | ||||||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | PUBLIC CHARITY | ENVIRONMENT PROTECTION | $25,000 | ||||||
| EVERGLADES FOUNDATION | ||||||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | PUBLIC CHARITY | ENVIRONMENT PROTECTION | $50,000 | ||||||
| FOUNDATION FOR EXCELLENCE IN EDUCATION | ||||||||||||
| PO BOX 10691 | TALLAHASSEE | FL | 32302 | PUBLIC CHARITY | EDUCATION | $500,000 | ||||||
| FRIENDS OF THE HIGH LINE | ||||||||||||
| 820 WASHINGTON STREET | NEW YORK | NY | 10014 | PUBLIC CHARITY | COMMUNITY NEEDS | $25,000 | ||||||
| HARLEM VILLAGE ACADEMIES | ||||||||||||
| 35 WEST 124TH STREET | NEW YORK | NY | 10027 | PUBLIC CHARITY | EDUCATION | $10,000 | ||||||
| HARVARD UNIVERSITY | ||||||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | PUBLIC CHARITY | EDUCATION | $60,000 | ||||||
| HOBE SOUND COMMUNITY CHEST | ||||||||||||
| PO BOX 511 | HOBE SOUND | FL | 33475 | PUBLIC CHARITY | COMMUNITY SUPPORT | $20,000 | ||||||
| INNOCENCE PROJECT | ||||||||||||
| 40 WORTH ST SUITE 701 | NEW YORK | NY | 10013 | PUBLIC CHARITY | FREE WRONGFULLY IMPRISONED INMATES | $20,000 | ||||||
| INSTITUTE FOR JUSTICE | ||||||||||||
| 1717 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | PUBLIC CHARITY | SOCIAL REFORM | $333,333 | 200 | |||||
| INSTITUTE FOR THE STUDY OF WAR | ||||||||||||
| 1400 16TH STREET NW SUITE 515 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | RESEARCH AND EDUCATION | $150,000 | ||||||
| INTERNATIONAL RESCUE COMMITTEE | ||||||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | PUBLIC CHARITY | HUMANITARIAN AID | $250,000 | ||||||
| ISRAELI CHAMBER PROJECT | ||||||||||||
| 50 PARK TERRACE WEST SUITE 5B | NEW YORK | NY | 10034 | PUBLIC CHARITY | PERFORMING ARTS | $25,000 | ||||||
| JEWISH MUSEUM | ||||||||||||
| 1109 5TH AVE AT 92ND ST | NEW YORK | NY | 10128 | PUBLIC CHARITY | MUSEUM SUPPORT | $10,000 | ||||||
| KOVNER OPPORTUNITY SCHOLARSHIPS SEE | ||||||||||||
| 1001 N US HIGHWAY 1 SUITE 400 | JUPITER | FL | 33477 | INDIVIDUAL | QUALIFIED TUITION GRANT | $164,858 | ||||||
| KOVNER SUCCESS SCHOLARSHIPS SEE STA | ||||||||||||
| 1001 N US HIGHWAY 1 SUITE 400 | JUPITER | FL | 33477 | INDIVIDUAL | QUALIFIED TUITION GRANT | $24,800 | ||||||
| LAMBDA LEGAL | ||||||||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 10005 | PUBLIC CHARITY | LEGAL AID | $10,000 | ||||||
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $15,000 | ||||||
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $250,000 | ||||||
| MANHATTAN INSTITUTE | ||||||||||||
| 45 W 34TH ST | NEW YORK | NY | 10001 | PUBLIC CHARITY | EDUCATION | $50,000 | ||||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PUBLIC CHARITY | HOSPITAL | $25,000 | ||||||
| METROPOLITAN MUSEUM OF ART | ||||||||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | ||||||
| MUSEUM OF MODERN ART | ||||||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | PUBLIC CHARITY | MODERN ART MUSEUM | $25,000 | ||||||
| NEW WORLD SYMPHONY INC | ||||||||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | PUBLIC CHARITY | PERFORMING ARTS | $500,000 | ||||||
| NEW YORK CHARTER SCHOOLS ASSOCIATION | ||||||||||||
| 915 BROADWAY SUITE 110 | ALBANY | NY | 12207 | PUBLIC CHARITY | EDUCATION | $1,000,000 | ||||||
| NEW YORK HISTORICAL SOCIETY | ||||||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | ||||||
| NEW YORK PHILHARMONIC | ||||||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $200,000 | ||||||
| NEW YORK PRESBYTERIAN HOSPITAL | ||||||||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10065 | PUBLIC CHARITY | HOSPITAL | $25,000 | ||||||
| PHILANTHROPY ROUNDTABLE | ||||||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | PUBLIC CHARITY | PHILANTHROPY EDUCATION AND PROMOTION | $25,000 | ||||||
| PHILANTHROPY ROUNDTABLE | ||||||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | PUBLIC CHARITY | PHILANTHROPY EDUCATION AND PROMOTION | $100,000 | ||||||
| POLICE ATHLETIC LEAGUE INC | ||||||||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | PUBLIC CHARITY | YOUTH SPORTS | $20,000 | ||||||
| ROYAL SHAKESPEARE COMPANY | ||||||||||||
| PUBLIC CHARITY | PERFORMING ARTS | $362,891 | THE COURTYARD THEATER SOUTHERN LANE | STAFFORDUPONAVON | UNITED KINGDOM | UK | ||||||
| ST JOHN'S UNIVERSITY | ||||||||||||
| 81-98 170TH ST | JAMAICA | NY | 11432 | PUBLIC CHARITY | EDUCATION | $50,000 | ||||||
| STUDENT SPONSOR PARTNERSHIP INC | ||||||||||||
| 21 EAST 40TH STREET SUITE 1601 | NEW YORK | NY | 10016 | PUBLIC CHARITY | EDUCATION | $1,527 | ||||||
| STUDENT SPONSOR PARTNERSHIP INC | ||||||||||||
| 21 EAST 40TH STREET SUITE 1601 | NEW YORK | NY | 10016 | PUBLIC CHARITY | EDUCATION | $1,938 | ||||||
| STUDENT SPONSOR PARTNERSHIP INC | ||||||||||||
| 21 EAST 40TH STREET SUITE 1601 | NEW YORK | NY | 10016 | PUBLIC CHARITY | EDUCATION | $3,203 | ||||||
| STUDENT SPONSOR PARTNERSHIP INC | ||||||||||||
| 21 EAST 40TH STREET SUITE 1601 | NEW YORK | NY | 10016 | PUBLIC CHARITY | EDUCATION | $8,528 | ||||||
| STUDENT SPONSOR PARTNERSHIP INC | ||||||||||||
| 21 EAST 40TH STREET SUITE 1601 | NEW YORK | NY | 10016 | PUBLIC CHARITY | EDUCATION | $12,348 | ||||||
| STUDENT SPONSOR PARTNERSHIP INC | ||||||||||||
| 21 EAST 40TH STREET SUITE 1601 | NEW YORK | NY | 10016 | PUBLIC CHARITY | EDUCATION | $12,692 | ||||||
| STUDENT SPONSOR PARTNERSHIP INC | ||||||||||||
| 21 EAST 40TH STREET SUITE 1601 | NEW YORK | NY | 10016 | PUBLIC CHARITY | EDUCATION | $13,552 | ||||||
| STUDENT SPONSOR PARTNERSHIP INC | ||||||||||||
| 21 EAST 40TH STREET SUITE 1601 | NEW YORK | NY | 10016 | PUBLIC CHARITY | EDUCATION | $47,745 | ||||||
| SUCCESS ACADEMY CHARTER SCHOOLS | ||||||||||||
| 310 LENOX AVENUE 2ND FLOOR | NEW YORK | NY | 10027 | PUBLIC CHARITY | EDUCATION | $900,000 | ||||||
| SUCCESS ACADEMY CHARTER SCHOOLS | ||||||||||||
| 310 LENOX AVENUE 2ND FLOOR | NEW YORK | NY | 10027 | PUBLIC CHARITY | EDUCATION | $1,000,000 | ||||||
| SUCCESS ACADEMY CHARTER SCHOOLS | ||||||||||||
| 310 LENOX AVENUE 2ND FLOOR | NEW YORK | NY | 10027 | PUBLIC CHARITY | EDUCATION | $1,000,000 | ||||||
| THANKS USA | ||||||||||||
| 1390 CHAIN BRIDGE ROAD 260 | MCLEAN | VA | 22101 | PUBLIC CHARITY | EDUCATION | $400,000 | ||||||
| THE FOUNDATION FOR CONSTITUTIONAL GOVERNMENT | ||||||||||||
| 350 W 42ND ST APT 37C | NEW YORK | NY | 10036 | PUBLIC CHARITY | PUBLIC POLICY RESEARCH | $100,000 | ||||||
| THE JUILLIARD SCHOOL | ||||||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PUBLIC CHARITY | EDUCATION-FINE ARTS | $100,000 | ||||||
| THE JUILLIARD SCHOOL | ||||||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PUBLIC CHARITY | EDUCATION-FINE ARTS | $500,000 | ||||||
| THE JUILLIARD SCHOOL | ||||||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PUBLIC CHARITY | EDUCATION-FINE ARTS | $1,000,000 | ||||||
| THE METROPOLITAN OPERA | ||||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $2,000,000 | ||||||
| THE METROPOLITAN OPERA | ||||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $500,000 | ||||||
| THE METROPOLITAN OPERA | ||||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $2,000,000 | ||||||
| THE PERLMAN MUSIC PROGRAM | ||||||||||||
| 19 WEST 69THE STREET SUITE 1101 | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $25,000 | ||||||
| THOMAS B FORDHAM INSTITUTE | ||||||||||||
| 1016 16TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | ||||||
| UNCOMMON SCHOOLS | ||||||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | ||||||
| YOUNG CONCERT ARTISTS INC | ||||||||||||
| 1776 BROADWAY SUITE 1500 | NEW YORK | NY | 10019 | PUBLIC CHARITY | PERFORMING ARTS | $10,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,985,465 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INSTITUTE | |||||||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | PUBLIC POLICY RESEARCH | $1,000,000 | |||||
| ANIMAL MEDICAL CENTER | |||||||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | PUBLIC CHARITY | VETERINARIAN HOSPITAL | $98,991 | |||||
| CARNEGIE HALL CORPORATION | |||||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | PUBLIC CHARITY | GENERAL SUPPORT | $1,250,000 | |||||
| FOUNDATION FOR EXCELLENCE IN EDUCATION | |||||||||||
| PO BOX 10691 | TALLAHASSEE | FL | 32302 | PUBLIC CHARITY | EDUCATION | $987,662 | |||||
| INSTITUTE FOR JUSTICE | |||||||||||
| 1717 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | PUBLIC CHARITY | SOCIAL REFORM | $333,333 | 200 | ||||
| INSTITUTE FOR THE STUDY OF WAR | |||||||||||
| 1400 16TH STREET NW SUITE 515 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | RESEARCH AND EDUCATION | $150,000 | |||||
| MANHATTAN INSTITUTE | |||||||||||
| 45 W 34TH ST | NEW YORK | NY | 10001 | PUBLIC CHARITY | EDUCATION | $98,991 | |||||
| NEW WORLD SYMPHONY INC | |||||||||||
| 541 LINCOLN ROAD | MIAMI BEACH | FL | 33139 | PUBLIC CHARITY | PERFORMING ARTS | $1,087,662 | |||||
| ROYAL SHAKESPEARE COMPANY | |||||||||||
| PUBLIC CHARITY | PERFORMING ARTS | $346,426 | THE COURTYARD THEATER SOUTHERN LANE | STAFFORDUPONAVON | UNITED KINGDOM | UK | |||||
| ST JOHN'S UNIVERSITY | |||||||||||
| 81-98 170TH ST | JAMAICA | NY | 11432 | PUBLIC CHARITY | EDUCATION | $98,952 | |||||
| STUDENT SPONSOR PARTNERSHIP INC | |||||||||||
| 21 EAST 40TH STREET SUITE 1601 | NEW YORK | NY | 10016 | PUBLIC CHARITY | EDUCATION | $151,610 | |||||
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||||||
| 310 LENOX AVENUE 2ND FLOOR | NEW YORK | NY | 10027 | PUBLIC CHARITY | EDUCATION | $2,964,277 | |||||
| THOMAS B FORDHAM INSTITUTE | |||||||||||
| 1016 16TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | PUBLIC CHARITY | EDUCATION | $197,847 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,765,751 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,800,891 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,934,436 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,686,273 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | KFO HOLDINGS II LLC | Desc |
| Business | 900000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,724 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,528,324 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,528,324 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE KOVNER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 259 SOUTH BEACH ROAD | AddressLine1Txt |
| City | HOBE SOUND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $531,050 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5,000 SHARES OF STOCK OF THE DOVER CORPORATION | NoncashPropertyDesc |
| Fair Market Value | $531,050 | FairMarketValueAmt |
| Received | 2018-02-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | KFO HOLDINGS II, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $248,447,558 | BookValueAmt |
| EOYFMV | $248,447,558 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,511 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $10,843,770 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $4,588 | $0 | $0 |
| EVENT EXPENSE | $7,653 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $10,320 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | KFO HOLDINGS II LLC | Desc |
| Revenue And Expenses Per Books | $106,724 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $106,724 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $106,724 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS APPROVED FOR FUTURE PAYMENT PAID | Desc |
| Amt | $3,113,348 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES | $20,649 | $17,784 |
| EXCISE TAX PAYABLE | $250,000 | $0 |
| CARRY ALLOCATION TO MEMBER | $1,205,303 | $194,703 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $233,722 | $233,722 | $0 |
| OUTSIDE SERVICE FEES | $178,661 | $0 | $0 |
| AUDIT FEES | $58,300 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX EXPENSE | $166,000 | $0 | $0 |
| FOREIGN TAX | $6,493 | $6,493 | $0 |
| MISCELLANEOUS TAX | $95 | $0 | $0 |