THE SAMBERG FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE SAMBERG FAMILY FOUNDATION (EIN 06-6439895)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-10-09
- IRS object ID
- 202512829349101506
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-09T12:53:49-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066439895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAMBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMB | BusinessNameControlTxt |
| Phone | 9144017045 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 BEDFORD ROAD | AddressLine1Txt |
| City | KATONAH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARYEH DAVIS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9144017045 | PhoneNum |
| Signature | 2025-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $19,534,743 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $479 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,641 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,462 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $619,744 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $91,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,249 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,207 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,207 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $669,246 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,559 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,863 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,863 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $905 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $905 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,949 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $81,816 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,303 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,071 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,069,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,069,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,144,529 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,092,771 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,475,283 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,880 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,049 | CashBOYAmt |
| Cash EOY | $5,035 | CashEOYAmt |
| Cash EOYFMV | $5,035 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $98,837 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $300,791 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $300,791 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $19,991,709 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,228,917 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,228,917 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,103,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,534,743 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,534,743 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $12,665,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $14,165,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $12,665,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,165,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $7,438,595 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,369,743 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,438,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,369,743 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,103,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,534,743 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,438,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,475,283 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,963,312 | SubtotalAmt |
| Other Decreases | $593,569 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,369,743 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LONG TERM CAPITAL GAIN ON LP INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $91,249 | GrossSalesPriceAmt |
| Cost Or Other Basis | $91,249 | CostOrOtherBasisAmt |
| Gain Or Loss | $91,249 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $91,249 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,249 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $791 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $791 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $791 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $107,447 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $107,447 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $106,656 | OverpaymentAmt |
| Applied To ES Tax | $106,656 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA SAMBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9144017045 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 BEDFORD ROAD | AddressLine1Txt |
| City | KATONAH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ARYEH DAVIS | ||||||||
| 77 BEDFORD ROAD | KATONAH | NY | 10536 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| REBECCA SAMBERG | ||||||||
| 77 BEDFORD ROAD | KATONAH | NY | 10536 | CORPORATE DIRECTOR | 5.00 | $0 | $0 | $0 |
| LAURA SAMBERG FAINO | ||||||||
| 77 BEDFORD ROAD | KATONAH | NY | 10536 | CORPORATE DIRECTOR | 5.00 | $0 | $0 | $0 |
| JEFFREY S SAMBERG | ||||||||
| 77 BEDFORD ROAD | KATONAH | NY | 10536 | CORPORATE DIRECTOR | 5.00 | $0 | $0 | $0 |
| JOSEPH D SAMBERG | ||||||||
| 77 BEDFORD ROAD | KATONAH | NY | 10536 | CORPORATE 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $19,159,630 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $542,265 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,701,895 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,701,895 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $295,528 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,406,367 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $970,318 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $970,318 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $791 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $791 | TotalTaxAmt |
| Distributable Before Adj | $969,527 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $969,527 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $969,527 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,092,771 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,092,771 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $969,527 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,404,839 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,537,866 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,082,295 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,946,625 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,574,729 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,546,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,092,771 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $969,527 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,123,244 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,669,598 | 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 | $5,404,839 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,264,759 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,537,866 | ExcessFromYear4Amt |
| Excess From Year3 | $5,082,295 | ExcessFromYear3Amt |
| Excess From Year2 | $4,946,625 | ExcessFromYear2Amt |
| Excess From Year1 | $3,574,729 | ExcessFromYear1Amt |
| Excess From Current Year | $1,123,244 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARYEH DAVIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE MERIDIAN PARTNERS INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 MADISON AVENUE 6TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO FUND PROGRAMS THAT AID THE IMPOVERISHED AND NEEDY. | GrantOrContributionPurposeTxt |
| Amt | $2,069,700 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,069,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $479 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,816 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $619,744 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| ORDINARY LOSSES/GAINS FROM LP INVESTMENTS | 523000 | -$200,990 | 18 | $200,990 | |
| OTHER INCOME | 01 | $7 | $0 | ||
| REFUNDS | 01 | $1,200 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$200,990 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $870,236 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $669,246 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON ADVISORS LLC | CategoryTxt |
| Amt | $27,725 | Amt |
| Net Investment Income | $10,863 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,863 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, ADDITIONAL INFORMATION | FormAndLineReferenceDesc |
| Medium Explanation | TO SUPPORT ITS GRANTMAKING INITIATIVES, THE FOUNDATION HAS ENTERED INTO SEVERAL NON-INTEREST BEARING LOANS WITH ITS FOUNDER. THE FOUNDATION HAS LONG BEEN COMMITTED TO EXPENDING MORE THAN THE MINIMUM 5% OF ITS NON-CHARITABLE USE ASSETS EACH YEAR; IN FACT, IN FISCAL YEAR 2024, THEFOUNDATION DISTRIBUTED APPROXIMATELY 11% OF ITS NON-CHARITABLE USE ASSETS, A LEVEL OF GIVING THAT IS VIRTUALLY UNPRECEDENTED IN THE FOUNDATION SPACE. THE FOUNDER COMMITTED TO MAKING THESE NON-INTEREST BEARING LOANS TO FACILITATE THE FOUNDATION'S EXTRAORDINARY LEVEL OFCHARITABLE GIVING WHILE ALLOWING IT TO PRESERVE ITS ASSETS (MOST OF WHICH IS HELD IN ILLIQUID FUNDS). | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENERGY & NATURAL RESOURCES | FMV | $10,887,061 | $10,887,061 |
| VENTURE CAPITAL FUNDS | FMV | $4,444,057 | $4,444,057 |
| LIMITED PARTNERSHIPS | FMV | $3,897,799 | $3,897,799 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK-TO-TAX RETURN ADJUSTMENTS | Desc |
| Amt | $593,569 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $22,117 | $22,117 | $0 | $0 |
| EXPENSES FROM LP INVESTMENTS | $15,529 | $59,699 | $0 | $0 |
| INSURANCE EXPENSE | $4,586 | $0 | $0 | $4,586 |
| TELEPHONE/INTERNET | $2,038 | $0 | $0 | $2,038 |
| OFFICE EXPENSE | $736 | $0 | $0 | $736 |
| FILING FEES | $693 | $0 | $0 | $693 |
| NYS DEPT OF LAW FILING FEE | $250 | $0 | $0 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $7 | $7 | $0 |
| REFUNDS | $1,200 | $1,200 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE INCOME TAXES | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |