BARON CAPITAL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BARON CAPITAL FOUNDATION (EIN 14-2004657)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201901349349103045
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T14:07:15-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 750 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 | 2018-01-01 | 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 | 2019-05-15 | 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 | 26505220191345000172 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9582E9D168155F33C6A87A6EB146B499576A0624 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9582E9D168155F33C6A87A6EB146B499576A0624 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,413,737 | 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 | $2,754,125 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,347 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,347 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $187,094 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $187,094 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $187,094 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,942,566 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $188,441 | 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 | $2,925 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,475 | 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 | $1,671,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,671,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,681,775 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,675,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,260,791 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $185,041 | 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 | $10,432,201 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,692,992 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,413,737 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,432,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,692,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,413,737 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,432,201 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,692,992 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,432,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,692,992 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,432,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,692,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,432,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,260,791 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,692,992 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,692,992 | 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 | $187,094 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $187,094 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,513,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,262,324 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087648 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,278,525 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,010,387 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091256 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,910,742 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,119,821 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.126373 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,792,855 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,067,480 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.127447 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,414,986 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,498,164 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.134784 | DistributionYr5Rt |
| Total Distribution | 0.567508 | TotalDistributionRt |
| Average Distribution | 0.113502 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,226,396 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,409,238 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,850 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,411,088 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,675,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,701 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,701 | SubtotalAmt |
| Tax Based On Investment Income | $3,701 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,499 | OverpaymentAmt |
| Applied To ES Tax | $1,499 | 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 | 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 | 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 |
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 | $81,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,467,772 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,549,641 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,549,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $323,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,226,396 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,061,320 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,061,320 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,701 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,701 | TotalTaxAmt |
| Distributable Before Adj | $1,057,619 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,057,619 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,057,619 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,675,450 | 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 | $1,675,450 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,675,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,057,619 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $891,265 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,090,686 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,161,355 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $584,847 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $654,809 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,382,962 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,675,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,057,619 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $617,831 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,000,793 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $891,265 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,109,528 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,090,686 | ExcessFromYear4Amt |
| Excess From Year3 | $1,161,355 | ExcessFromYear3Amt |
| Excess From Year2 | $584,847 | ExcessFromYear2Amt |
| Excess From Year1 | $654,809 | ExcessFromYear1Amt |
| Excess From Current Year | $617,831 | 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 (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Susan G Komen Breast Cancer Foundation | ||||||||
| 5005 LBJ Freeway | Suite 526 | Dallas | TX | 75244 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MJHS Foundation | ||||||||
| 39 Broadway | 3rd Floor | New York | NY | 10006 | NONE | PC | GENERAL SUPPORT | $10,000 |
| UJA Federation of NY | ||||||||
| 130 East 59th Street | New York | NY | 10022 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MorseLife Foundation | ||||||||
| 4847 Fred Gladstone Drive | West Palm Beach | FL | 33417 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NYU Langone Health | ||||||||
| 550 First Avenue | New York | NY | 10016 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Hospice of Palm Beach | ||||||||
| 5300 East Avenue | West Palm Beach | FL | 33407 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Horace Mann | ||||||||
| 231 West 246th Street | Bronx | NY | 10471 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| Sunrise Association | ||||||||
| 15 Neil Court | Oceanside | NY | 11572 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Let's Get Ready | ||||||||
| 50 Broadway | 25th Floor | New York | NY | 10004 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Jazz at Lincoln Center | ||||||||
| 3 Columbus Circle | 12th Fl | New York | NY | 10019 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MPT Foundation | ||||||||
| 11767 Owings Mills Boulevard | Owings Mills | MD | 21117 | NONE | PC | GENERAL SUPPORT | $36,000 | |
| CCFA (Crohn's & Colitis Foundation of America) | ||||||||
| 733 Third Avenue | Suite 510 | New York | NY | 10017 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Educational Alliance | ||||||||
| 197 East Broadway | New York | NY | 10002 | NONE | PC | GENERAL SUPPORT | $500 | |
| Ronald McDonald House | ||||||||
| One Kroc Drive | Oak Brook | IL | 60523 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| MTC (Manhattan Theatre Club) | ||||||||
| 311 West 43rd Street | 8th Floor | New York | NY | 10036 | NONE | PC | GENERAL SUPPORT | $2,500 |
| Syracuse University | ||||||||
| 900 South Crouse Ave | Syracuse | NY | 13244 | NONE | PC | GENERAL SUPPORT | $500 | |
| Ronald McDonald House | ||||||||
| One Kroc Drive | Oak Brook | IL | 60523 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| American Society for Yad Vashem | ||||||||
| 500 Fifth Avenue | 42nd Floor | New York | NY | 10110 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Educational Alliance | ||||||||
| 197 East Broadway | New York | NY | 10002 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| Bridge Golf Foundation | ||||||||
| 40 West 117th Street | New York | NY | 10026 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| 92nd Street Y | ||||||||
| 1395 Lexington Avenue | New York | NY | 10128 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| National Liberty Museum | ||||||||
| 321 Chestnut Street | Philadelphia | PA | 19106 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| Broad Institute | ||||||||
| 415 Main Street | Cambridge | MA | 02142 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Long Beach Reach Youth & Family Services | ||||||||
| 2-12 West Park Ave | Long Beach | NY | 11561 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| 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 | |
| Weill Cornell Medical College | ||||||||
| 1300 York Avenue | New York | NY | 10065 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| Israel Tennis Center Foundation | ||||||||
| 57 West 38th Street | Suite 605 | New York | NY | 10018 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UJA Federation of NY | ||||||||
| 130 East 59th Street | New York | NY | 10022 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| Rockefeller University | ||||||||
| 1230 York Ave | New York | NY | 10065 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Skin Cancer Foundation | ||||||||
| 205 Lexington Avenue | 11th Floor | New York | NY | 10016 | NONE | PC | GENERAL SUPPORT | $2,500 |
| Cedars-Sinai | ||||||||
| 8700 Beverly Blvd | Los Angeles | CA | 90048 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| Icahn School of Medicine at Mount Sinai | ||||||||
| 1468 Madison Ave | New York | NY | 10029 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Lenox Hill Neighborhood House | ||||||||
| 331 E 70th St | New York | NY | 10021 | NONE | PC | GENERAL SUPPORT | $500 | |
| Tourette Association of America | ||||||||
| 42-40 Bell Blvd | 205 | Bayside | NY | 11361 | NONE | PC | GENERAL SUPPORT | $10,000 |
| The Jewish Museum | ||||||||
| 355 Lexington Avenue | 3th Fl | New York | NY | 10017 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Horace Mann | ||||||||
| 231 West 246th Street | Bronx | NY | 10471 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| Alzheimer's Association | ||||||||
| 225 N Michigan Ave Floor 17 | Chicago | IL | 60601 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Birthright Israel | ||||||||
| PO Box 5892 | Hicksville | NY | 11802 | NONE | PC | GENERAL SUPPORT | $500 | |
| Historical Society of Palm Beach County | ||||||||
| 300 N Dixie Hwy | West Palm Beach | FL | 33401 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| Norton Museum of Art | ||||||||
| 1450 S Dixie Hwy | West Palm Beach | FL | 33401 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| Long Island Youth Mentoring | ||||||||
| 153 McNair St | Brentwood | NY | 11717 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| America-Israel Friendship League | ||||||||
| 1430 Broadway | New York | NY | 10018 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| Emory University | ||||||||
| 1762 Clifton Road | Suite 1400 | Atlanta | GA | 30322 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Lenox Hill Neighborhood House | ||||||||
| 331 E 70th St | New York | NY | 10021 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Southampton Hospital Foundation | ||||||||
| 240 Meeting House Lane | Southampton | NY | 11968 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Bronx High School of Science | ||||||||
| 75 W 205th St | Bronx | NY | 10468 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| Sid Jacobson JCC | ||||||||
| 300 Forest Dr | East Hills | NY | 11548 | NONE | PC | GENERAL SUPPORT | $500 | |
| 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 | $5,000 | |
| Duke University | ||||||||
| PO Box 90581 | Durham | NC | 27708 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| 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 | Mail Code 4524 | New York | NY | 10025 | NONE | PC | GENERAL SUPPORT | $5,000 |
| American Friends of the Israel Museum | ||||||||
| 500 Fifth Avenue | Suite 2540 | New York | NY | 10110 | NONE | PC | GENERAL SUPPORT | $100,000 |
| American Technion Society | ||||||||
| 55 East 59th Street | New York | NY | 10022 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| Prostate Cancer Foundation | ||||||||
| 1250 Fourth Street | Santa Monica | CA | 90401 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| FIDF | ||||||||
| 6505 Wilshire Blvd | Suite 625 | Los Angeles | CA | 90048 | NONE | PC | GENERAL SUPPORT | $100,000 |
| Children's Museum of New York | ||||||||
| 212 W 83rd St | New York | NY | 10024 | NONE | PC | GENERAL SUPPORT | $500 | |
| Birthright Israel | ||||||||
| PO BOX 5892 | HICKSVILLE | NY | 11802 | NONE | PC | GENERAL SUPPORT | $3,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,671,300 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 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 | $600,000 | |
| American Technion Society | ||||||||
| 55 East 59th Street | new york | NY | 10022 | none | PC | general support | $100,000 | |
| Horace Mann | ||||||||
| 231 West 246th Street | BRONX | NY | 10471 | NONE | PC | GENERAL SUPPORT | $300,000 | |
| Israel Defense Forces (FIDF) | ||||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | NONE | PC | GENERAL SUPPORT | $300,000 | Suite 625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,300,000 | 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 | $1,347 | 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 | $187,094 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $188,441 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $188,441 | 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 (5 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 | $2,677,975 | Yes (X) |
| Baron Family 2014 CLAT | ||||||
| 2 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $56,160 | Yes (X) |
| Baron Family 2015 CLAT | ||||||
| 3 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $14,040 | Yes (X) |
| Baron Family 2017 CLAT | ||||||
| 4 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $4,760 | Yes (X) |
| Baron Family 2017 CLAT 2 | ||||||
| 5 | 767 FIFTH AVE 49TH FL | NEW YORK | NY | 10153 | $1,190 | 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 | $10,672,544 |
| INVESTMENT IN BARON FIFTH AVE. | $369,679 | $773,197 |
| INVESTMENT IN BARON FOCUSED | $4,552,931 | $6,353,290 |
| INVESTMENT IN BARON R/E FUND | $345,908 | $431,959 |
| INVESTMENT IN BARON GROWTH FD | $1,058,746 | $1,041,167 |
| INVESTMENT IN BARON PTNERS FD | $779,446 | $1,056,242 |
| INVESTMENT IN BARON EMER MK FD | $6,707 | $5,513 |
| INVESTMENT IN BARON DISC FD | $7,225 | $6,693 |
| INVESTMENT IN BARON WEALTHB FD | $72,350 | $73,132 |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,925 | Amt |