BARRY AND MIMI STERNLICHT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BARRY AND MIMI STERNLICHT FOUNDATION (EIN 81-3797200)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-23
- IRS object ID
- 202542969349100854
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-23T06:38:24-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813797200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Barry and Mimi Sternlicht Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BARR | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Barry Sternlicht | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $62,848,384 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $759,819 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $759,819 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,324,911 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,324,911 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$951,961 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,850,278 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $288,652 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $288,652 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,421,421 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,373,382 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $870 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $870 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $44,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $118,150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,615 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $102,535 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $163,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,485 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $102,535 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,763,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,763,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,926,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,485 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,866,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,505,229 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,356,897 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,060,097 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,830,991 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,830,991 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $18,499,912 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $16,543,907 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,764,659 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,056,027 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,759,107 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,762,144 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,961,366 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $53,863,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,357,794 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,848,384 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $53,863,023 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,357,794 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,863,023 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,357,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,863,023 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,357,794 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,863,023 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,505,229 | ExcessRevenueOverExpensesAmt |
| Subtotal | $52,357,794 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $52,357,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $58,850,278 | $59,785,891 | -$935,613 | -$935,613 |
| Passthrough K1 Capital Gain/(Loss) | -$16,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$951,961 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,761 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32,761 | SubtotalAmt |
| Tax Based On Investment Income | $32,761 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,482 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $49,482 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,721 | OverpaymentAmt |
| Applied To ES Tax | $16,721 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Barry Sternlicht | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Miriam Klein Sternlicht | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive Suite 302 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $102,510 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,961,308 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,056,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,961,366 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,979,253 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,979,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $929,689 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,049,564 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,052,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,052,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,761 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,761 | TotalTaxAmt |
| Distributable Before Adj | $3,019,717 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,019,717 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,019,717 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,866,165 | 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 | $2,866,165 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,019,717 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,825,906 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,866,165 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,825,906 | AppliedToYear1Amt |
| Applied To Current Year | $40,259 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,979,458 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ACHIEVE MIAMI INC | ||||||||||
| 1951 NW 7TH AVE STE 600 | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $10,000 | |||
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | Charitable Event | $100,000 | |||
| BARD COLLEGE | ||||||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | BARD PRISON INITIATIVE | $20,000 | |||
| BENEATH THE WAVES INC | ||||||||||
| 3 AUSTIN ST PO BOX 290036 | BOSTON | MA | 02129 | N/A | PC | General & Unrestricted | $20,000 | |||
| BOYS CLUB OF NEW YORK INC | ||||||||||
| 91 FIFTH AVE 7TH FL | NEW YORK | NY | 10003 | N/A | PC | Annual Campaign | $10,000 | |||
| BREAKING GROUND HOUSING DEVELOPMENT FUND CORPORATI | ||||||||||
| 505 8TH AVENUE 5TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | Breaking Ground's annual Thanksgiving Campaign and General Purpose Fund | $30,000 | |||
| BREAKTHROUGH T1D | ||||||||||
| PO BOX 5021 | HAGERSTOWN | MD | 21741 | N/A | PC | Advancing Discovery Fund - to accelerate research and develop cures and better treatments for T1D | $100,000 | |||
| CAMELBACK VENTURES INC | ||||||||||
| 9169 W STATE ST STE 430 | GARDEN CITY | ID | 83714 | N/A | PC | NEW FUND LAUNCHING | $5,000 | |||
| CAREER RESOURCES INC | ||||||||||
| 1000 LAFAYETTE BLVD STE 303 | BRIDGEPORT | CT | 06604 | N/A | PC | BRIDGE ON MAIN RE-ENTRY CENTER PROJECT | $25,000 | |||
| CAREER RESOURCES INC | ||||||||||
| 1000 LAFAYETTE BLVD STE 303 | BRIDGEPORT | CT | 06604 | N/A | PC | UNION AVENUE HOUSING PROJECT | $25,000 | |||
| CATALYST MIAMI INC | ||||||||||
| PO BOX 381949 | MIAMI | FL | 33238 | N/A | PC | General & Unrestricted | $25,000 | |||
| CHABAD OF COLLEGE HILL INC | ||||||||||
| 12 OLIVE ST | PROVIDENCE | RI | 02906 | N/A | PC | General & Unrestricted | $20,000 | |||
| CHICAGO CARES INC | ||||||||||
| 1200 W 35TH ST UNIT 302 | CHICAGO | IL | 60609 | N/A | PC | Chicago Cares' Annual Campaign | $5,000 | |||
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | ||||||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | N/A | PC | Annual Fund | $2,013 | |||
| CITY HARVEST INC | ||||||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | N/A | PC | Annual Campaign | $25,000 | |||
| EDUCATE TOMORROW CORP | ||||||||||
| PO BOX 398418 | MIAMI BEACH | FL | 33239 | N/A | PC | General & Unrestricted | $15,000 | |||
| EISENHOWER EXCHANGE FELLOWSHIPS INC | ||||||||||
| 250 S 16TH ST | PHILADELPHIA | PA | 19102 | N/A | PC | General & Unrestricted | $50,000 | |||
| ENTERPRISE COMMUNITY PARTNERS INC | ||||||||||
| 11000 BROKEN LAND PKWY STE 700 | COLUMBIA | MD | 21044 | N/A | PC | General & Unrestricted | $25,000 | |||
| FARM SHARE INC | ||||||||||
| 14125 SW 320TH ST | HOMESTEAD | FL | 33033 | N/A | PC | General & Unrestricted | $30,000 | |||
| FEEDING SOUTH FLORIDA INC | ||||||||||
| 2501 SW 32ND TERRRACE | PEMBROKE PARK | FL | 33023 | N/A | PC | General & Unrestricted | $30,000 | |||
| FJC | ||||||||||
| 225 W 39TH ST 12TH FL | NEW YORK | NY | 10018 | N/A | PC | The Interfaith Center for Sustainable Development (ICSD) | $25,000 | |||
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC | ||||||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | N/A | PC | General & Unrestricted | $25,000 | |||
| FRIENDS OF EGYPTIAN LEADERSHIP ACADEMY INC | ||||||||||
| N/A | PC | General & Unrestricted | $1,000 | EL GOUNA HURGHADA RED SEA 84513 | RED SEA | EG | ||||
| FUND FOR THE CITY OF NEW YORK INC | ||||||||||
| 121 AVE OF THE AMERICAS 6TH FLO | NEW YORK | NY | 10013 | N/A | PC | TOUCHDOWN NEW YORK CITY | $20,000 | |||
| GETTING OUT AND STAYING OUT INC | ||||||||||
| PO BOX 1168 | NEW YORK | NY | 10035 | N/A | PC | General & Unrestricted | $20,000 | |||
| GIVING BACK FUND INC | ||||||||||
| 500 COMMERCIAL ST STE 4R | BOSTON | MA | 02109 | N/A | PC | programmatic initiatives of The Peace Department | $20,000 | |||
| GIVING BACK FUND INC | ||||||||||
| 500 COMMERCIAL ST STE 4R | BOSTON | MA | 02109 | N/A | PC | THE GIVING GROUP COMMUNITY PROJECT | $10,000 | |||
| GLIDE FOUNDATION | ||||||||||
| 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $5,000 | |||
| GROUNDSWELL FUND | ||||||||||
| 548 MARKET ST 49734 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $25,000 | |||
| GUITARS OVER GUNS OPERATION INC | ||||||||||
| 2916 N MIAMI AVE FLOOR 6 OFC 602 | MIAMI | FL | 33127 | N/A | PC | General & Unrestricted | $25,000 | |||
| HABITAT FOR HUMANITY OF GREATER MIAMI | ||||||||||
| 3800 NW 22ND AVE | MIAMI | FL | 33142 | N/A | PC | General & Unrestricted | $25,000 | |||
| HARLEM CHILDRENS ZONE INC | ||||||||||
| 35 E 125TH ST | NEW YORK | NY | 10035 | N/A | PC | General & Unrestricted | $25,000 | |||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||
| 80 BROWN ST | PROVIDENCE | RI | 02906 | N/A | PC | Annual Operating Campaign, Hillel Brown University | $50,000 | |||
| IMENTOR INCORPORATED | ||||||||||
| 199 WATER ST 8TH FL | NEW YORK | NY | 10038 | N/A | PC | Annual Campaign appeal | $50,000 | |||
| IMPACTASSETS INC | ||||||||||
| 4340 EAST WEST HWY STE 210 | BETHESDA | MD | 20814 | N/A | PC | M K Reichert Sternlicht Fund | $244,000 | |||
| INNOCENCE PROJECT INC | ||||||||||
| 40 WORTH ST RM 701 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $15,000 | |||
| ISRAAID US INC | ||||||||||
| 9663 SANTA MONICA BLVD PMB 848 | BEVERLY HILLS | CA | 90210 | N/A | PC | General & Unrestricted | $25,000 | |||
| JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA INC | ||||||||||
| 12000 BISCAYNE BLVD STE 303 | NORTH MIAMI | FL | 33181 | N/A | PC | General & Unrestricted | $15,000 | |||
| JEWISH FAMILY SERVICES OF GREENWICH INC | ||||||||||
| 67 HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $10,000 | |||
| KRISTI HOUSE INC | ||||||||||
| 1265 NW 12TH AVE | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $25,000 | |||
| LADIES OF HOPE MINISTRIES INC | ||||||||||
| 8 W 126TH ST | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $25,000 | |||
| MERCY CORPS | ||||||||||
| PO BOX 37800 | BOONE | IA | 50037 | N/A | PC | To support the Community Investment Trust (CIT) | $20,000 | |||
| MIAMI BEACH JEWISH COMMUNITY CENTER INC | ||||||||||
| 4221 PINE TREE DR | MIAMI BEACH | FL | 33140 | N/A | PC | General & Unrestricted | $15,000 | |||
| MOURNING FAMILY FOUNDATION INC | ||||||||||
| PO BOX 16940 | MIAMI | FL | 33101 | N/A | PC | OVERTOWN YOUTH CENTER Program | $25,000 | |||
| NATIONAL PHILANTHROPIC TRUST | ||||||||||
| 165 TOWNSHIP LINE RD STE 1200 | JENKINTOWN | PA | 19046 | N/A | PC | The Sternlicht Family Foundation Fund | $244,000 | |||
| NEW YORK COMMON PANTRY | ||||||||||
| 8 E 109TH ST | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $10,000 | |||
| OCEANIC GLOBAL FOUNDATION | ||||||||||
| 447 BROADWAY 2ND FL 1207 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $20,000 | |||
| OPEN EARTH FOUNDATION | ||||||||||
| 24 LIGHTHOUSE ST | MARINA DEL REY | CA | 90292 | N/A | PC | General & Unrestricted | $5,000 | |||
| PEGASUS THERAPEUTIC RIDING INC | ||||||||||
| 310 PEACH LAKE RD | BREWSTER | NY | 10509 | N/A | PC | Equestrian Cooperative project | $15,000 | |||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $50,000 | |||
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | ||||||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $35,000 | |||
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | ||||||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PC | JOINT CENTER FOR HOUSING STUDIES | $12,500 | |||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PC | Harvard Stem Cell Institute Fund - Sternlicht Fund for Type 1 Diabetes Research | $100,000 | |||
| PRO PUBLICA INC | ||||||||||
| 155 AVE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $15,000 | |||
| PRX INCORPORATED | ||||||||||
| PO BOX 382234 | CAMBRIDGE | MA | 02238 | N/A | PC | Radiotopia podcasts produced by PRX Inc. | $3,000 | |||
| RAINFOREST PARTNERSHIP | ||||||||||
| PO BOX 49268 | AUSTIN | TX | 78765 | N/A | PC | General & Unrestricted | $20,000 | |||
| SAN FRANCISCO FOOD BANK | ||||||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | N/A | PC | General & Unrestricted | $10,000 | |||
| SOUTHERN POVERTY LAW CENTER INC | ||||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $10,000 | |||
| STANFORD PROFESSIONALS IN REAL ESTATE NC | ||||||||||
| PO BOX 1821 | LOS ALTOS | CA | 94023 | N/A | PC | General & Unrestricted | $1,600 | |||
| STANFORD UNIVERSITY | ||||||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | N/A | PC | Stanford '17 Campaign for The Stanford Fund For Undergraduate Education | $5,017 | |||
| STRUGGLE FOR MIAMIS AFFORDABLE AND SUSTAINABLE HOU | ||||||||||
| 1611 NW 65TH ST | MIAMI | FL | 33147 | N/A | PC | General & Unrestricted | $50,000 | |||
| SUNDARI FOUNDATION INC | ||||||||||
| 217 NW 15TH ST | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $25,000 | |||
| TEACH FOR AMERICA | ||||||||||
| PO BOX 748590 | ATLANTA | GA | 30374 | N/A | PC | General & Unrestricted | $25,000 | |||
| THE BRONX DEFENDERS | ||||||||||
| 360 E 161ST ST | BRONX | NY | 10451 | N/A | PC | General & Unrestricted | $10,000 | |||
| THE CITY OF MIAMI BEACH | ||||||||||
| 1700 CONVENTION CENTER DR | MIAMI BEACH | FL | 33139 | N/A | GOV | SENIOR CITIZENS' PROGRAMMING AND ACTIVITIES | $10,000 | |||
| THE DOOR - A CENTER OF ALTERNATIVES INC | ||||||||||
| 121 AVE OF THE AMERICAS STE 506 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $55,000 | |||
| THE FORTUNE SOCIETY INC | ||||||||||
| 29-76 NORTHERN BLVD | LONG ISLAND CITY | NY | 11101 | N/A | PC | General & Unrestricted | $25,000 | |||
| THE POSSIBILITY PROJECT INC | ||||||||||
| 377 5TH AVE 6TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $5,000 | |||
| THORN | ||||||||||
| 222 PACIFIC COAST HWY 10TH FL | EL SEGUNDO | CA | 90245 | N/A | PC | General & Unrestricted | $55,500 | |||
| TIPPING POINT COMMUNITY | ||||||||||
| 220 MONTGOMERY ST STE 850 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $5,000 | |||
| TRUST NEIGHBORHOODS | ||||||||||
| 1737 WALNUT ST STE C | KANSAS CITY | MO | 64108 | N/A | PC | General & Unrestricted | $10,000 | |||
| UJA FEDERATION OF GREENWICH | ||||||||||
| 1 HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $10,000 | |||
| ULI FOUNDATION | ||||||||||
| PO BOX 418374 | BOSTON | MA | 02241 | N/A | PC | URBAN LAND INSTITUTE'S ANNUAL FUND | $5,000 | |||
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | ||||||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | General & Unrestricted | $250,000 | |||
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | ||||||||||
| 1995 UNIVERSITY AVE STE 400 | BERKELEY | CA | 94704 | N/A | PC | THE TERNER CENTER FOR HOUSING INNOVATION | $25,000 | |||
| USC SHOAH FOUNDATION INSTITUTE | ||||||||||
| LEAVEY LIBRARY STE 114 | LOS ANGELES | CA | 90089 | N/A | PC | Fund the launch of USC Shoah Foundation's new "Countering Online Antisemitism Initiative" | $250,000 | |||
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $50,000 | |||
| YES IN MY BACK YARD | ||||||||||
| 2261 MARKET ST STE 10416 | SAN FRANSISCO | CA | 94114 | N/A | PC | General & Unrestricted | $25,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,763,630 | TotalGrantOrContriPdDurYrAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $759,819 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,324,911 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$951,961 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $288,652 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,421,421 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,421,421 | 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 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION TO COMBAT ANTI-SEMITISM INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PATRIOT PL | AddressLine1Txt |
| City | FOXBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-07-19 | GrantDt |
| Grant | $250,000 | GrantAmt |
| Purpose Of Grant | TO SUPPORT THE MEDIA CAMPAIGN | PurposeOfGrantTxt |
| Expended By Grantee | $250,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 05/30/2024 | DatesOfReportsByGranteeTxt |
| Results Of Verification | NONE NECESSARY | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL C | $8,245,597 | $17,139,600 |
| INT'L FLAVORS & FRAGRANCES INC | $672,690 | $701,342 |
| INVITATION HOMES INC. | $820,822 | $1,378,195 |
| SPDR S&P BIOTECH ETF | $3,025,550 | $2,836,890 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EVERBERG PENN FOSTER HOLDINGS, | $2,938,864 | $3,487,951 |
| TILDEN PARK OFFSHORE INVESTMEN | $3,620,293 | $4,246,201 |
| TUSK VENTURE PARTNERS III, LP | $202,987 | $227,214 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $102,510 | $102,510 | |
| K-1 Exp EVERBERG PENN FOSTER H | $1,001 | $1,001 | |
| K-1 Exp TUSK VENTURE PARTNERS | $14,614 | $14,614 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss EVERBERG PENN FOSTER HOLDINGS, LLC | Desc |
| Revenue And Expenses Per Books | $288,652 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $288,652 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PARTNERSHIP INV MNGT FEE- TUSK | CategoryTxt |
| Amt | $870 | Amt |
| Net Investment Income | $870 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $25,500 |
| 990-PF Extension for 2023 | $18,500 |