SPECTOR FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SPECTOR FAMILY FOUNDATION (EIN 20-3926141)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349108108
- 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
- Schedule B
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T17:47:04-06:00 | 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 | 203926141 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Spector Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SPEC | 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 | W SCOTT COORS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-04-29 | 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 | $45,703,769 | 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 | $5,073,333 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $53,831 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53,831 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $388,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $388,020 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,087,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,831,545 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,744,884 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $656,363 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $649,935 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,259,169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,836,670 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $90,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $90,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,833 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,833 | PensionEmplBnftDsbrsChrtblAmt |
| Interest Rev And Expnss | $41,279 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $41,279 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,900 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $106,438 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,189 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $90,638 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $255,450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,468 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $189,471 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,403,640 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,403,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,659,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,468 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,593,111 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,600,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,779,202 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $432,996 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,710,805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,710,805 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $18,120 | AcctRcvblAmt |
| Acct Rcvbl BOY | $582,478 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $18,120 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $18,120 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $15,836,885 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,281,089 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,250,184 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,755,487 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,197,911 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,724,660 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,607,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,207,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,703,769 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $26,607,846 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,207,925 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,607,846 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,207,925 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,607,846 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,207,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,607,846 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,600,079 | ExcessRevenueOverExpensesAmt |
| Subtotal | $32,207,925 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $32,207,925 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $6,831,545 | $2,569,752 | $4,261,793 | $4,261,793 |
| Passthrough K1 Capital Gain/(Loss) | $61,395 | |||
| DISTRIBUTIONS IN EXCESS OF BASIS | $421,696 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,744,884 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $80,331 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $80,331 | SubtotalAmt |
| Tax Based On Investment Income | $80,331 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $73,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $76,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,084 | EsPenaltyAmt |
| Tax Due | $5,115 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Abigail Klem | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Warren J Spector | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 4.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA COLLINS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Woodridge Lane | AddressLine1Txt |
| City | Sea Cliff | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11579 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $90,000 | CompensationAmt |
| Employee Benefits | $2,154 | EmployeeBenefitsAmt |
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 Ste 302 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $88,596 | 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 | $18,172,104 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,094,195 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,935,864 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,202,163 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,202,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $603,032 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,599,131 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,979,957 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,979,957 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $80,331 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $539 | IncomeTaxAmt |
| Total Tax | $80,870 | TotalTaxAmt |
| Distributable Before Adj | $1,899,087 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,899,087 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,899,087 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,593,111 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,593,111 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,899,087 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,524,928 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,593,111 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,524,928 | AppliedToYear1Amt |
| Applied To Current Year | $68,183 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,830,904 | 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 | Warren J Spector | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A WIDER CIRCLE INC | |||||||
| 10325 KENSINGTON PKWY UNIT 70 | KENSINGTON | MD | 20895 | N/A | PC | General & Unrestricted | $1,000 |
| AN OPEN BOOK FOUNDATION | |||||||
| 508 KENNEDY ST NW STE 309 | WASHINGTON | DC | 20011 | N/A | PC | General & Unrestricted | $7,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | PC | General & Unrestricted | $100,000 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | Martha's Vineyard event fund | $11,800 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $81,250 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | Charitable Event | $10,000 |
| CHAPIN SCHOOL LTD | |||||||
| 100 E END AVE | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $99,500 |
| CHAPIN SCHOOL LTD | |||||||
| 100 E END AVE | NEW YORK | NY | 10028 | N/A | PC | Chapin Giving Day Go Green fund | $500 |
| CHOC FOUNDATION | |||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | N/A | PC | General & Unrestricted | $16,000 |
| CITIZENS COMMITTEE FOR CHILDREN OF NEW YORK | |||||||
| 14 WALL ST STE 4E | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $5,000 |
| CLOSELY CRAFTED INC | |||||||
| 23 PELL ST FL 2 | NEW YORK | NY | 10013 | N/A | PC | Charitable Event | $2,500 |
| CLOSELY CRAFTED INC | |||||||
| 23 PELL ST FL 2 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $2,500 |
| CRAFT EMERGENCY RELIEF FUND INC | |||||||
| 535 STONE CUTTERS WEAY STE 202 | MONTPELIER | VT | 05602 | N/A | PC | General & Unrestricted | $5,000 |
| EVERY MOTHER COUNTS | |||||||
| 333 HUDSON ST RM 1006 | NEW YORK | NY | 10013 | N/A | PC | Charitable Event | $1,000 |
| FORAFRIKA | |||||||
| 1300 I ST NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 |
| FRACTURED ATLAS INC | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | N/A | PC | Golden Age/Moonrise Media book project | $10,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $10,000 |
| GIFT OF LIFE MARROW REGISTRY INC | |||||||
| 5901 BROKEN SOUND PKWY NW STE 600 | BOCA RATON | FL | 33487 | N/A | PC | General & Unrestricted | $15,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $100,000 |
| JEWISH FEDERATION OF PALM BEACH COUNTY INC | |||||||
| 1 HARVARD CIR SUITE 100 | WEST PALM BEACH | FL | 33409 | N/A | PC | General & Unrestricted | $100,000 |
| JUNIOR TENNIS CHAMPIONS CENTER INC | |||||||
| 5200 CAMPUS DR | COLLEGE PARK | MD | 20740 | N/A | PC | General & Unrestricted | $15,320 |
| KIND KITCHEN OF PALM BEACH INC | |||||||
| 844 PROSPERITY FARMS RD | N PALM BEACH | FL | 33408 | N/A | PC | General & Unrestricted | $5,000 |
| KIPP NEW YORK INC | |||||||
| 1501 BROADWAY STE 1000 | NEW YORK | NY | 10036 | N/A | SO II | Charitable Event | $35,000 |
| KIPP NEW YORK INC | |||||||
| 1501 BROADWAY STE 1000 | NEW YORK | NY | 10036 | N/A | SO II | In support of KIPP NYC's mission and Campaign for growth | $200,000 |
| LUNGEVITY FOUNDATION | |||||||
| 332 S MICHIGAN AVE STE 900 | CHICAGO | IL | 60604 | N/A | PC | General & Unrestricted | $1,500 |
| MARTHAS VINEYARD COMMUNITY SERVICES INC | |||||||
| 111 EDGARTOWN RD | VINEYARD HAVEN | MA | 02568 | N/A | PC | General & Unrestricted | $10,000 |
| MARTHAS VINEYARD HOSPITAL INC | |||||||
| PO BOX 1477 | OAK BLUFFS | MA | 02557 | N/A | PC | General & Unrestricted | $5,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | Charitable Event | $5,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | Charitable Event | $5,000 |
| MV YOUTH INC | |||||||
| 5 BASSWOOD LN | CHILMARK | MA | 02535 | N/A | PC | General & Unrestricted | $25,000 |
| NEW YORK PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | N/A | PC | General & Unrestricted | $125,000 |
| NEW YORK SHAKESPEARE FESTIVAL | |||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | N/A | PC | Charitable Event | $1,200 |
| PALM BEACH COUNTRY CLUB FOUNDATION INC | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $2,000 |
| PERFECT EARTH PROJECT INC | |||||||
| PO BOX 1195 | BRIDGEHAMPTON | NY | 11932 | N/A | PC | General & Unrestricted | $12,000 |
| PLANNED PARENTHOOD OF GREATER NEW YORK INC | |||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | N/A | PC | Charitable Event | $5,000 |
| SOCIAL GOOD FUND INC | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | General & Unrestricted | $6,500 |
| SOUTH FLORIDA PUBLIC MEDIA GROUP INC | |||||||
| PO BOX 19731 | MIAMI | FL | 33101 | N/A | PC | General & Unrestricted | $1,200 |
| ST JOHNS COLLEGE | |||||||
| 60 COLLEGE AVE | ANNAPOLIS | MD | 21401 | N/A | PC | Annual Fund | $50,000 |
| ST JOHNS COLLEGE | |||||||
| 60 COLLEGE AVE | ANNAPOLIS | MD | 21401 | N/A | PC | Pritzker Challenge fund | $254,070 |
| ST JOHNS COLLEGE | |||||||
| 60 COLLEGE AVE | ANNAPOLIS | MD | 21401 | N/A | PC | Endowment for Balbec fees fund | $29,800 |
| THE CHILDRENS AID SOCIETY | |||||||
| 117 WEST 124TH ST 5TH FLOOR | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $500 |
| TOWN OF PALM BEACH UNITED WAY INC | |||||||
| 44 COCOANUT ROW STE 201 | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $2,000 |
| USAGAINSTALZHEIMERS | |||||||
| 5614 CONNECTICUT AVE NW 288 | WASHINGTON | DC | 20015 | N/A | PC | General & Unrestricted | $5,000 |
| WASHINGTON SQUARE PARK CONSERVANCY INC | |||||||
| PO BOX 1624 | NEW YORK | NY | 10276 | N/A | PC | Charitable Event | $5,000 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| ONE GUEST ST | BOSTON | MA | 02135 | N/A | PC | WBAI Public Radio fund | $1,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | N/A | PC | American Fellows fund | $13,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,403,640 | 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 | $53,831 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $388,020 | 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) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$3,399 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,091,021 | 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 (6 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $4,914 | 14 | $208,280 |
| PFIC INCOME - INSOLVE GLOBAL CRDT FD III | 14 | $331,411 | ||
| PFIC INCOME - INSOLVE GLOBAL CRDT FD V | 14 | $68,257 | ||
| PFIC INCOME - INSOLVE GLOBAL CRDT FD VI | 14 | $41,987 | ||
| Federal Tax Refund | 01 | $1,169 | ||
| STATE TAX REFUND | 01 | $345 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,515 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,184,321 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,185,836 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Warren J Spector | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 W 10th St | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,073,333 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ALPHABET INC CL A GOOGL, 1660 sh. | $282,735 | 2024-12-02 |
| 1 | APPLE INC AAPL, 2408 sh. | $575,452 | 2024-12-02 |
| 1 | MICROSOFT CORP MSFT, 972 sh. | $415,195 | 2024-12-02 |
| 1 | NVIDIA CORP NVDA, 25538 sh. | $3,553,293 | 2024-12-02 |
| 1 | TESLA MOTORS INC TSLA, 327 sh. | $116,273 | 2024-12-02 |
| 1 | TRANSDIGM GRP INC TDG, 103 sh. | $130,385 | 2024-12-02 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Part I Line 6a (990-PF) | Part I Line 6A | RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $1,089,573 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $(1,951) TOTAL PART I, LINE 6A: $1,087,622 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRADED SECURITIES GROSS SALES PRICE: $6,831,545 BOOK BASIS: $6,225,063 NET GAIN/(LOSS): $606,482 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $61,395 DISTRIBUTIONS IN EXCESS OF BASIS GROSS SALES PRICE: BOOK BASIS: NET GAIN/(LOSS): $421,696 |
| Form 926 | Form 926 | The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN FUND | $1,153,209 | $1,062,344 |
| VANGUARD 500 INDEX FUND ADM | $12,915,347 | $16,942,530 |
| VANGUARD SHORT-TERM CORPORATE | $1,212,533 | $1,245,310 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACACIA PARTNERS, LP | $702,719 | $1,214,219 |
| HCP PRIVATE EQUITY FUND IV (CA | $0 | $83,117 |
| HCP PRIVATE EQUITY FUND V (CAY | $0 | $265,516 |
| HCP REAL ASSETS FUND II, L.P | $68,368 | $64,849 |
| INSOLVE GLOBAL CRDT FEEDER III | $0 | $4,302,647 |
| INSOLVE GLOBAL CRDT FEEDER IV | $416,437 | $2,945,568 |
| INSOLVE GLOBAL CRDT FEED IV AI | $50,779 | $132,409 |
| INSOLVE GLOBAL CRDT FEEDER V | $4,285,398 | $5,405,112 |
| INSOLVE GLOBAL CRDT FEED V AIV | $1,816,749 | $1,892,937 |
| INSOLVE GLOBAL CRDT FEEDER VI | $2,743,851 | $3,222,048 |
| INSOLVE GLOBAL CRDT FEED VI AI | $1,113,610 | $1,196,238 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $88,596 | $88,596 | |
| K-1 Exp ACACIA PARTNERS, LP | $8,236 | $8,207 | |
| K-1 Exp HCP REAL ASSETS FUND I | $6,619 | $7,037 | |
| K-1 EXP INSOLVE GLOBAL CRDT IV | $120 | $120 | |
| K-1 EXP INSOLVE GLOBAL CRDT V | $524 | $524 | |
| K-1 EXP INSOLVE GLOBAL CRDT VI | $301 | $301 | |
| Payroll Processing Fees | $2,017 | $2,017 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ACACIA PARTNERS, LP | $2,966 | $2,965 |
| K-1 Inc/Loss HCP REAL ASSETS FUND II, L.P | $1,817 | -$3,096 |
| K-1 Inc/Loss INSOLVE GLOBAL CRDT FD IV A | $32,364 | $32,364 |
| K-1 Inc/Loss INSOLVE GLOBAL CRDT FD V AI | $143,286 | $143,286 |
| K-1 Inc/Loss INSOLVE GLOBAL CRDT FD VI A | $32,761 | $32,761 |
| PFIC INCOME - INSOLVE GLOBAL CRDT FD III | $331,411 | $331,411 |
| PFIC INCOME - INSOLVE GLOBAL CRDT FD V | $68,257 | $68,257 |
| PFIC INCOME - INSOLVE GLOBAL CRDT FD VI | $41,987 | $41,987 |
| Federal Tax Refund | $1,169 | |
| State Tax Refund | $345 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $2,900 |
| 990-PF Extension for 2023 | $4,600 |
| 990-T Extension for 2023 | $1,400 |