MARC J LEDER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARC J LEDER FOUNDATION INC (EIN 27-1815293)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349104988
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:15:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100176204 | 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 | 271815293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC J LEDER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 5613940550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 TOWN CENTER CIRCLE 470 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC J LEDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5613940550 | PhoneNum |
| Signature | 2025-11-12 | 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 | CLAUDIO DEVELLIS | PreparerPersonNm |
| PTIN | P01452793 | PTIN |
| Phone | 6464713000 | 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 | $31,941,990 | 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 | $245,370 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $234,859 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,426,047 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,389,952 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,134,926 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,365,684 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,135,633 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $411,237 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $352,980 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,217,580 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,113,424 | 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 |
| Other Prof Fees Rev And Expnss | $15,553 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,553 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $92,861 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $12,263 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $27,367 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,089 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $142,142 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $130,660 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $44 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $310,645 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $158,476 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,411 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,265,951 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,265,951 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,576,596 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $158,476 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,293,362 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,640,984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,954,948 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $206,886 | CashBOYAmt |
| Cash EOY | $276,928 | CashEOYAmt |
| Cash EOYFMV | $276,928 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $67,988 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,685 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,685 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,790,944 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,782,262 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,782,262 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $23,394,579 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,771,115 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,771,115 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,460,397 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,941,990 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,941,990 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,000 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,250,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,251,000 | 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 | $30,460,397 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,690,990 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,460,397 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,690,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,460,397 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,941,990 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,460,397 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,640,984 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,101,381 | SubtotalAmt |
| Other Decreases | $1,410,391 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,690,990 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS #754-8 | P | 2021-03-31 | 2024-11-26 | $1,314,723 | $680,209 | $634,514 | $634,514 |
| K-1 - COATUE GROWTH FUND IV LP | P | -$96,953 | -$96,953 | ||||
| K-1 - FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (B) LP | P | $17,622 | $17,622 | ||||
| K-1 - PRF FUND I LP | P | $7,138 | $7,138 | ||||
| K-1 - SIXTH STREET SPECIALTY LENDING | P | $12,035 | $12,035 | $12,035 | |||
| GAIN ON REDEMPTION - THIRD POINT STRUCTURED CREDIT OPPORT. OFFSHORE FUND | P | 2020-06-30 | 2024-10-15 | $3,961,384 | $2,388,080 | $1,573,304 | $1,573,304 |
| GOLDMAN SACHS #754-8 | P | 2024-01-01 | 2024-11-26 | $69,360 | $92,785 | -$23,425 | -$23,425 |
| K-1 - COATUE GROWTH FUND IV LP | P | $23 | $23 | ||||
| K-1 - FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (B) LP | P | -$944 | -$944 | ||||
| K-1 - PRF FUND I LP | P | $4,137 | $4,137 | ||||
| CAPITAL GAINS DIVIDENDS | P | $8,182 | $8,182 | $8,182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,135,633 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$20,209 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $54,974 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $54,974 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $54,974 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,780 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $94,780 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $397 | EsPenaltyAmt |
| Overpayment | $39,409 | OverpaymentAmt |
| Applied To ES Tax | $39,409 | 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 | FL | 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 |
| Individual With Books | BENJAMIN ENGSTROM | IndividualWithBooksNm |
| Phone | 5613940550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 TOWN CENTER CIRCLE SUITE 470 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN J CALHOUN | ||||||||
| 5200 TOWN CENTER CIRCLE SUITE 450 | BOCA RATON | FL | 33486 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| MARC J LEDER | ||||||||
| 5200 TOWN CENTER CIRCLE SUITE 450 | BOCA RATON | FL | 33486 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| RODGER R KROUSE | ||||||||
| 5200 TOWN CENTER CIRCLE SUITE 450 | BOCA RATON | FL | 33486 | RODGER R. KROUSE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,665,827 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $568,043 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,575,328 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,809,198 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,809,198 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $477,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,332,060 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,566,603 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,566,603 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54,974 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $8,082 | IncomeTaxAmt |
| Total Tax | $63,056 | TotalTaxAmt |
| Distributable Before Adj | $1,503,547 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,503,547 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,503,547 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,293,362 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,293,362 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,503,547 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $221,363 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $170,196 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $463,606 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $855,165 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,293,362 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,503,547 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $789,815 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,644,980 | 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 | $221,363 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,423,617 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $170,196 | ExcessFromYear2Amt |
| Excess From Year1 | $463,606 | ExcessFromYear1Amt |
| Excess From Current Year | $789,815 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583560 | PC | GENERAL SUPPORT | $25,000 |
| BEST BUDDIES INTERNATIONAL INC | ||||||
| 100 SE 2ND ST STE 2200 | MIAMI | FL | 33131 | PC | GENERAL SUPPORT | $50,000 |
| BOCA RATON POLICE ATHLETIC LEAGUE | ||||||
| 102 NE 2ND STREET STE 911 | BOCA RATON | FL | 33432 | PC | GENERAL SUPPORT | $5,000 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION INC | ||||||
| 800 MEADOWS RD | BOCA RATON | FL | 33486 | PC | GENERAL SUPPORT | $800,000 |
| BRAIN BOWL EVENTS INC | ||||||
| 9851 SAVONA WINDS DR | DELRAY BEACH | FL | 33446 | PC | GENERAL SUPPORT | $10,000 |
| CARMA FOUNDATION INC | ||||||
| 6805 W COMMERCIAL BLVD UNIT 288 | LAUDERHILL | FL | 33319 | PC | GENERAL SUPPORT | $1,000 |
| CENTRAL FUND OF ISRAEL | ||||||
| 429 CENTRAL AVENUE | CEDARHURST | NY | 11516 | PC | GENERAL SUPPORT | $1,000 |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | ||||||
| 1818 LIBRARY STREET SUITE 500 | RESTON | VA | 201906274 | PC | GENERAL SUPPORT | $1,000 |
| CHILDREN'S HOSPITAL CORPORATION | ||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02215 | PC | GENERAL SUPPORT | $1,000 |
| COMMUNITY FOUNDATION OF PALM BEACH AND MARTIN COUNTIES INC | ||||||
| 700 S DIXIE HWY 200 | WEST PALM BEACH | FL | 33401 | PC | GENERAL SUPPORT | $10,000 |
| FAMILIES FIRST OF PALM BEACH COUNTY FOUNDATION INC | ||||||
| 3333 FOREST HILL BLVD 2ND FL | WEST PALM BEACH | FL | 33406 | PC | GENERAL SUPPORT | $1,000 |
| FEDERAL ENFORCEMENT HOMELAND SECURITY FOUNDATION | ||||||
| 150 E 58TH STREET | NEW YORK | NY | 10155 | PC | GENERAL SUPPORT | $20,000 |
| FOUNDATION TO COMBAT ANTI-SEMITISM INC | ||||||
| 1 PATRIOT PL | FOXBOROUGH | MA | 02035 | PC | GENERAL SUPPORT | $10,000 |
| GABRIELLE'S ANGEL FOUNDATION FOR CANCER RESEARCH INC | ||||||
| 430 W 14TH STREET | NEW YORK | NY | 10014 | PC | GENERAL SUPPORT | $104,000 |
| HEALTHCORPS INC | ||||||
| 401 PARK S 10TH FL | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $10,000 |
| JEWISH FEDERATION OF PALM BEACH COUNTY INC | ||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | PC | GENERAL SUPPORT | $180 |
| LAWFARE PROJECT INC | ||||||
| 633 3RD AVENUE 21ST FLOOR | NEW YORK | NY | 100178157 | PC | GENERAL SUPPORT | $5,000 |
| NEW JERSEY BLIND CITIZENS ASSOCIATION INC | ||||||
| 18 BURLINGTON AVE | LEONARDO | NJ | 07737 | PC | GENERAL SUPPORT | $10,000 |
| PALM BEACH DAY ACADEMY INC | ||||||
| 241 SEAVIEW AVENUE | PALM BEACH | FL | 33480 | PC | GENERAL SUPPORT | $10,000 |
| PARIS BALLET CONSERVATORY INC | ||||||
| 861 JUPITER PARK DRIVE | JUPITER | FL | 33458 | PC | GENERAL SUPPORT | $1,000 |
| PROJECT SUNSHINE INC | ||||||
| 211 EAST 43RD ST STE 401 | NEW YORK | NY | 100178619 | PC | GENERAL SUPPORT | $1,000 |
| RICHARD DAVID KANN MELANOMA TASK FORCE INC | ||||||
| 2751 SOUTH DIXIE HWY | WEST PALM BEACH | FL | 33405 | PC | GENERAL SUPPORT | $10,000 |
| ROTARY CLUB DOWNTOWN BOCA RATON FUND INC | ||||||
| 364 BRITTANY H | DELRAY BEACH | FL | 33446 | PC | GENERAL SUPPORT | $18,500 |
| SAMUEL WAXMAN CANCER RESEARCH FOUNDATION | ||||||
| 420 LEXINGTON AVE 825 | NEW YORK | NY | 10170 | PC | GENERAL SUPPORT | $250,000 |
| SOUTHAMPTON ANIMAL SHELTER FOUNDATION INC | ||||||
| PO BOX 696 | HAMPTON BAYS | NY | 11946 | PC | GENERAL SUPPORT | $5,000 |
| SUN CAPITAL PARTNERS FOUNDATION | ||||||
| 5200 TOWN CENTER 4TH FLOOR | BOCA RATON | FL | 33486 | PF | GENERAL SUPPORT | $200,000 |
| THE GREEN VISION NY INC | ||||||
| 2 PAUMANOK RD | SAG HARBOR | NY | 119632237 | PC | GENERAL SUPPORT | $1,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY INC | ||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PC | GENERAL SUPPORT | $10,000 |
| THE PALEY CENTER FOR MEDIA | ||||||
| 25 WEST 52 STREET | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $30,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT STREET RM 305 | PHILADELPHIA | PA | 19104 | PC | GENERAL SUPPORT | $658,271 |
| VINCEREMOS RIDING CENTER INC | ||||||
| 13300 6TH CT N | LOXAHATCHEE | FL | 33470 | PC | GENERAL SUPPORT | $5,000 |
| VIRGINIA STUDENT AID FOUNDATION INC | ||||||
| PO BOX 400833 | CHARLOTTESVILLE | VA | 229044833 | PC | GENERAL SUPPORT | $1,000 |
| WORLDWIDE FRIENDS FOUNDATION | ||||||
| 16 W 16TH ST 5MN | NEW YORK | NY | 100116329 | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,265,951 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $10,511 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $234,859 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $36,094 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,389,953 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $58,257 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $352,980 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$706 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,135,632 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $104,156 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,113,424 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,217,580 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUN CAPITAL PARTNERS FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 TOWN CENTER 4TH FLOOR | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-09-04 | GrantDt |
| Grant | $200,000 | GrantAmt |
| Purpose Of Grant | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | PurposeOfGrantTxt |
| Expended By Grantee | $200,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | OCTOBER 1, 2024 | DatesOfReportsByGranteeTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST ACCOUNT #5831 | $5,392,842 | $5,392,842 |
| GOLDMAN SACHS ACCOUNT #7548 | $1,389,420 | $1,389,420 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SIXTH STREET SPECIALTY LENDING EUROPE II (USD FEEDER), LP | FMV | $1,774,925 | $1,774,925 |
| FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (B) LP | FMV | $1,618,443 | $1,618,443 |
| MAXIM INCOME OPPORTUNITY FUND, II LP | FMV | $3,500,000 | $3,500,000 |
| PRF FUND I, LP | FMV | $3,669,927 | $3,669,927 |
| THIRD POINT STRUCTURED CREDIT OPPORTUNITIES OFFSHORE FUND, LP | FMV | $1,015,063 | $1,015,063 |
| THOROFARE ASSET BASED LENDING FUND V, LP | FMV | $5,008,761 | $5,008,761 |
| TIGER GLOBAL | FMV | $1,151,224 | $1,151,224 |
| COATUE GROWTH FUND IV LP | FMV | $3,538,887 | $3,538,887 |
| PERCEPTIVE CREDIT IV LP | FMV | $1,823,971 | $1,823,971 |
| JOEL HARBER LOAN | FMV | $1,669,914 | $1,669,914 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS/(LOSSES) | Desc |
| Amt | $1,410,391 | 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 |
|---|---|---|---|---|
| BANK FEES | $88 | $44 | $0 | $44 |
| K-1 PASSTHROUGH EXPENSES - COATUE GROWTH FUND IV LP | $65,514 | $62,663 | $0 | $0 |
| K-1 PASSTRHOUGH EXPENSES - FORTRESS CREDIT OPPORTUNITIES FUND V | $19,243 | $18,406 | $0 | $0 |
| K-1 PASSTHROUGH EXPENSES - MAXIM INCOME OPPORTUNITY FUND II LP | $14,222 | $13,603 | $0 | $0 |
| K-1 PASSTHROUGH EXPENSES - SIXTH STREET SPECIALTY LENDING EUROPE | $33,143 | $26,444 | $0 | $0 |
| K-1 PASSTHROUGH EXPENSES - PERCEPTIVE CREDIT OPPORTUNITIES FUND IV | $292 | $279 | $0 | $0 |
| K-1 PASSTHROUGH EXPENSES - THOROFARE ASSET BASED LENDING FUND V LP | $9,640 | $9,221 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 - FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (B) LP | $78,412 | $70,621 | $0 |
| K-1 - SIXTH STREET SPECIALTY LENDING EUROPE II (USD FEEDER) LP | $335,037 | $284,475 | $0 |
| K-1 - PRF FUND I LP | -$2,212 | -$2,116 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US TRUST LINE OF CREDIT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,250,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT MANAGEMENT FEES | CategoryTxt |
| Amt | $15,553 | Amt |
| Net Investment Income | $15,553 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $60,089 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |