BARON CAPITAL FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: BARON CAPITAL FOUNDATION (EIN 14-2004657)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-05-10
IRS object ID: 201711309349101716
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Investments Other Schedule2
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-10T11:33:53-05:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	EISNERAMPER LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	750 THIRD AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100172703	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	142004657	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BARON CAPITAL FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% RONALD BARON	InCareOfNm
Business Name Control	BARO	BusinessNameControlTxt
Phone	2125832010	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	767 FIFTH AVENUE 49TH FL	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10153	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RONALD BARON	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2125832010	PhoneNum
Signature	2017-05-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARIE ARRIGO	PreparerPersonNm
PTIN	P00058583	PTIN
Phone	2129498700	PhoneNum
Preparation	2017-05-10	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	64.238.150.10	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	26368720171305000019	FederalOriginalSubmissionId
Federal Original Submission Id	2017-05-10	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	598929ECFBFB95AD7C98919C8854A3A32779D3A2	AtSubmissionCreationDeviceId
At Submission Filing Device Id	8F9EBF59C0B13F0222A4DF96B2983377EA6AB516	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$14,305,854	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	$1,310,221	ContriRcvdRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss	$345,333	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$345,333	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$345,333	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,655,554	TotalRevAndExpnssAmt
Total Net Invst Incm	$345,333	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$6,600	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,300	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$3,300	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$12,196	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$750	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$750	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$19,546	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,300	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$4,050	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,274,475	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,274,475	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,294,021	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,300	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,278,525	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$361,533	ExcessRevenueOverExpensesAmt
Net Investment Income	$342,033	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Other Investments BOY	$9,788,135	OtherInvestmentsBOYAmt
Other Investments EOY	$10,149,668	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$14,305,854	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$9,788,135	TotalAssetsBOYAmt
Total Assets EOY	$10,149,668	TotalAssetsEOYAmt
Total Assets EOYFMV	$14,305,854	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$9,788,135	RetainedEarningBOYAmt
Retained Earning EOY	$10,149,668	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$9,788,135	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,149,668	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$9,788,135	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,149,668	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$9,788,135	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$361,533	ExcessRevenueOverExpensesAmt
Subtotal	$10,149,668	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$10,149,668	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	CAPITAL GAIN DIVIDENDS	PropertyDesc
How Acquired	P	HowAcquiredCd
Gain Or Loss	$345,333	GainOrLossAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$345,333	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,910,742	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$15,119,821	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.126373	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,792,855	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$14,067,480	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.127447	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,414,986	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$10,498,164	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.134784	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,354,867	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$6,793,296	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.199442	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,263,295	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$4,717,460	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.267791	DistributionYr5Rt
Total Distribution	0.855837	TotalDistributionRt
Average Distribution	0.171167	AverageDistributionRt
Net Vl Noncharitable Assets	$14,010,387	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$2,398,116	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$3,420	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$2,401,536	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,278,525	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$6,841	InvestmentIncomeExciseTaxAmt
Subtotal	$6,841	SubtotalAmt
Tax Based On Investment Income	$6,841	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$6,800	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$6,800	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Tax Due	$41	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
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	RONALD BARON	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2125832010	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O BARON CAPITAL GROUP 767 FIFTH	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10153	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
RONALD BARON
767 FIFTH AVENUE 49TH FL	NEW YORK	NY	10153	TRUSTEE	2.0	$0	$0	$0
MICHAEL R BARON
767 FIFTH AVENUE 49TH FL	NEW YORK	NY	10153	TRUSTEE	2.0	$0	$0	$0
DAVID R BARON
767 FIFTH AVENUE 49TH FL	NEW YORK	NY	10153	TRUSTEE	2.0	$0	$0	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NOT APPLICABLE	Description1Txt

Field	Value	IRS element (for citing)
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$49,162	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$14,174,581	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$14,223,743	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$14,223,743	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$213,356	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$14,010,387	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$700,519	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$700,519	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$6,841	TaxBasedOnInvestmentIncomeAmt
Total Tax	$6,841	TotalTaxAmt
Distributable Before Adj	$693,678	DistributableBeforeAdjAmt
Distributable Before Ded	$693,678	DistributableBeforeDedAmt
Distributable As Adjusted	$693,678	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,278,525	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	$1,278,525	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$1,278,525	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$693,678	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2014	PriorYear1Yr
Prior Year2	2013	PriorYear2Yr
Prior Year3	2012	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,027,422	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,015,256	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$891,265	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,090,686	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,161,355	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$5,185,984	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,278,525	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$693,678	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$584,847	RemainingDistriFromCorpusAmt
Total Corpus	$5,770,831	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$1,027,422	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$4,743,409	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,015,256	ExcessFromYear4Amt
Excess From Year3	$891,265	ExcessFromYear3Amt
Excess From Year2	$1,090,686	ExcessFromYear2Amt
Excess From Year1	$1,161,355	ExcessFromYear1Amt
Excess From Current Year	$584,847	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
MJHS Foundation
39 Broadway 3rd Floor	NEW YORK	NY	10006	NONE	PC	GENERAL SUPPORT	$10,000
FARE
7925 Jones Branch Dr Suite 1100	McLean	VA	22102	NONE	PC	GENERAL SUPPORT	$25,000
Surprise Lake Camp
307 Seventh Avenue Suite 900	NEW YORK	NY	10001	NONE	PC	GENERAL SUPPORT	$5,000
MorseLife Foundation
4847 Fred Gladstone Drive	West Palm Beach	FL	33417	NONE	PC	GENERAL SUPPORT	$5,000
Mount Sinai Health System
One Gustave L Levy Place Box 1049	NEW YORK	NY	10029	NONE	PC	GENERAL SUPPORT	$2,500
Save The Children
501 Kings Highway East Suite 400	FAIRFIELD	CT	06825	NONE	PC	GENERAL SUPPORT	$1,000
CCFA (Crohn's & Colitis Foundation of America)
733 Third Avenue Suite 510	NEW YORK	NY	10017	NONE	PC	GENERAL SUPPORT	$5,000
Alzheimer Drug Discovery Foundation
57 West 57th Street Suite 904	NEW YORK	NY	10019	NONE	PC	GENERAL SUPPORT	$10,000
APHS Distinguished Hall of Fame (Asbury Park HS)
910 Fourth Avenue	Asbury Park	NJ	07712	NONE	PC	GENERAL SUPPORT	$5,000
The Jewish Museum
355 Lexington Avenue 3rd Fl	NEW YORK	NY	10017	NONE	PC	GENERAL SUPPORT	$5,000
US Holocaust Memorial Museum
100 Raoul Wallenberg Place	SW Washington	DC	20024	NONE	PC	GENERAL SUPPORT	$10,000
Guild Hall
158 Main Street	East Hampton	NY	11937	NONE	PC	GENERAL SUPPORT	$5,000
Northwell Hospital
100 E 77th Street	NEW YORK	NY	10075	NONE	PC	GENERAL SUPPORT	$1,000
Morgan Aging with Dignity Fund
3580 Wilshire Boulevard	Los Angeles	CA	90010	NONE	PC	GENERAL SUPPORT	$10,000
Sunrise Day Camp Long Island
15 Neil Court	Oceanside	NY	11572	NONE	PC	GENERAL SUPPORT	$6,000
Chabad Center for Jewish Discovery
121 West 19th Street	NEW YORK	NY	10011	NONE	PC	GENERAL SUPPORT	$5,000
Jazz at Lincoln Center
3 Columbus Circle 12th Fl	NEW YORK	NY	10019	NONE	PC	GENERAL SUPPORT	$1,000
Mount Sinai Health System Crystal Party
One Gustave L Levy Place Box 1049	NEW YORK	NY	10029	NONE	PC	GENERAL SUPPORT	$5,000
The UCLA Foundation
10920 Wilshire Bvld Ste 900	Los Angeles	CA	90024	NONE	PC	GENERAL SUPPORT	$5,000
The UCLA Foundation
10920 Wilshire Bvld Ste 900	Los Angeles	CA	90024	NONE	PC	GENERAL SUPPORT	$5,000
First Tee of the Palm Beach-Bobby Benson Schshp Fd
7301 N Haverhill Road	West Palm Beach	FL	33407	NONE	PC	GENERAL SUPPORT	$5,000
Hospice of Palm Beach
5300 East Avenue	West Palm Beach	FL	33407	NONE	PC	GENERAL SUPPORT	$5,000
Wounded Warrior Project
4899 Belfort Road Suite 300	Jacksonville	FL	32256	NONE	PC	GENERAL SUPPORT	$500
Ann Arbor Active Against ALS
2016 Shadford Road	Ann Arbor	MI	48104	NONE	PC	GENERAL SUPPORT	$2,500
Jazz at Lincoln Center
3 Columbus Circle 12th Fl	NEW YORK	NY	10019	NONE	PC	GENERAL SUPPORT	$5,000
Lymphoma Research Foundation
115 Broadway Suite 1301	NEW YORK	NY	10006	NONE	PC	GENERAL SUPPORT	$1,000
Education Program at Roundabout Theatre
231 West 39th Street Suite 1200	NEW YORK	NY	10018	NONE	PC	GENERAL SUPPORT	$500
SCS Foundation (Selfhelp Community Svcs Fdtn)
520 8th Avenue 5th Floor	NEW YORK	NY	10018	NONE	PC	GENERAL SUPPORT	$1,000
American Technion Society
55 East 59th Street	New York	NY	10022	NONE	PC	GENERAL SUPPORT	$5,000
Detroit Symphony Orchestra
3711 Woodward Avenue	Detroit	MI	48201	NONE	PC	GENERAL SUPPORT	$500
Weill Cornell Medical College
1300 York Avenue	New York	NY	10065	NONE	PC	GENERAL SUPPORT	$100,000
Weill Cornell Medical College
1300 York Avenue	New York	NY	10065	NONE	PC	GENERAL SUPPORT	$200,000
Weill Cornell Medical College
1300 York Avenue	New York	NY	10065	NONE	PC	GENERAL SUPPORT	$200,000
Samaritan 365
11865 Preservation Ln	Boca Raton	FL	33498	NONE	PC	GENERAL SUPPORT	$1,500
CureFA Foundation
FARA 533 W Uwchlan Ave	Downingtown	PA	19335	NONE	PC	GENERAL SUPPORT	$10,000
Hayground School
151 Mitchell Lane	Bridgehampton	NY	11932	NONE	PC	GENERAL SUPPORT	$2,500
New York University
70 Washington Square South	New York	NY	10012	NONE	PC	GENERAL SUPPORT	$5,000
Joyful Hearts Foundation
826 Broadway 7th Floor	New York	NY	10003	NONE	PC	GENERAL SUPPORT	$25,000
UJA Federation of NY
130 East 59th Street	New York	NY	10022	NONE	PC	GENERAL SUPPORT	$3,000
Lincoln Center Theater
150 W 65th Street	New York	NY	10023	NONE	PC	GENERAL SUPPORT	$2,500
American Technion Society
55 East 59th Street	New York	NY	10022	NONE	PC	GENERAL SUPPORT	$10,000
Dramatists Guild Fund
1501 Broadway Ste 701	New York	NY	100365502	NONE	PC	GENERAL SUPPORT	$5,000
MorseLife Foundation (Helen Gould's Art Project)
4847 Fred Gladstone Drive	West Palm Beach	FL	33417	NONE	PC	GENERAL SUPPORT	$500
Solomon R Guggenheim Foundation
620 W 26th Street	New York	NY	10001	NONE	PC	GENERAL SUPPORT	$5,000
MorseLife Foundation
4847 Fred Gladstone Drive	West Palm Beach	FL	33417	NONE	PC	GENERAL SUPPORT	$5,000
American Friends of the Israel Museum
500 Fifth Avenue Suite 2540	New York	NY	10110	NONE	PC	GENERAL SUPPORT	$1,000
Brigham and Women's Hospital
116 Huntington Avenue Third Floor	Boston	MA	02116	NONE	PC	GENERAL SUPPORT	$5,000
The Jewish Museum
355 Lexington Avenue 3rd Fl	New York	NY	10017	NONE	PC	GENERAL SUPPORT	$5,000
Lincoln Center Corporate fund
150 W 65th Street	New York	NY	10023	NONE	PC	GENERAL SUPPORT	$5,000
Michael J Fox Foundation
Grand Central Station PO Box 477	New York	NY	101634777	NONE	PC	GENERAL SUPPORT	$2,000
Israel Policy Forum
355 Lexington Ave 14th Floor	New York	NY	10017	NONE	PC	GENERAL SUPPORT	$5,000
Prostate Cancer Foundation
1250 Fourth Street	Santa Monica	CA	904011353	NONE	PC	GENERAL SUPPORT	$10,000
Southampton Hospital Foundation
240 Meeting House Lane	Southampton	NY	11968	NONE	PC	GENERAL SUPPORT	$5,000
Mount Sinai Health System
One Gustave L Levy Place Box 1049	New York	NY	10029	NONE	PC	GENERAL SUPPORT	$2,500
HOW (Hearing the Ovarian Whisper)
360 Cypress Drive 4	Jupiter	FL	33469	NONE	PC	GENERAL SUPPORT	$1,500
Horace Mann
231 West 246th Street	Bronx	NY	10471	NONE	PC	general support	$25,000
Horace Mann
231 West 246th Street	Bronx	NY	10471	NONE	PC	general support	$25,000
Bucknell University
One Dent Drive	Lewisburg	PA	17837	NONE	PC	general support	$5,000
Emory University
1762 Clifton Road Suite 1400	Atlanta	GA	30322	NONE	PC	general support	$5,000
Trinity College Duke Annual Fund
PO Box 90581	Durham	NC	27708	NONE	PC	general support	$5,000
UJA
130 East 59th Street	New York	NY	10022	NONE	PC	general support	$125,000
Columbia Business School
622 West 113th Street Mail Code 45	New York	NY	10025	NONE	PC	general support	$5,000
American Friends of the Israel Museum
500 Fifth Avenue Suite 2540	New York	NY	10110	NONE	PC	general support	$100,000
Diplomacy Center Foundation
2401 Calvert St NW Suite 902	Washington	DC	200082678	NONE	PC	general support	$25,000
American Technion Society
55 East 59th Street	New York	NY	10022	NONE	PC	general support	$100,000
Prostate Cancer Foundation
1250 Fourth Street	Santa Monica	CA	904011353	NONE	PC	general support	$75,000
The Felix Organization
43 Oyster Bay Road	Locust Valley	NY	11560	NONE	PC	general support	$8,625
Birthright Israel
PO Box 5892	Hicksville	NY	11802	NONE	PC	general support	$1,350

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,274,475	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
NYU Langone Medical Center
25 west 4th street 4th floor	NEW YORK	NY	100121119	NONE	PC	GENERAL SUPPORT	$5,000
Diplomacy Center Foundation
2401 Calvert St NW Suite 902	Washington	DC	20008	NONE	PC	GENERAL SUPPORT	$25,000
WEILL CORNELL MEDICAL COLLEGE
1300 york avenue	NEW YORK	NY	10065	NONE	PC	GENERAL SUPPORT	$1,800,000
American Technion Society
55 East 59th Street	new york	NY	10022	none	PC	general support	$300,000
Prostate Cancer Foundation
1250 Fourth Street	Santa Monica	CA	904011353	NONE	PC	GENERAL SUPPORT	$150,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$2,280,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp
Div And Int From Sec Part VII		DivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$345,333	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$345,333	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$345,333	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 (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
BAMCO INC
1	767 FIFTH AVE 49TH FL	NEW YORK	NY	10153	$1,292,671	Yes (X)
Baron Family 2014 CLAT
2	767 FIFTH AVE 49TH FL	NEW YORK	NY	10153	$14,040	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	EISNERAMPER, LLP	CategoryTxt
Amt	$6,600	Amt
Net Investment Income	$3,300	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,300	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
INVESTMENT IN BARON USA PTNRS	$4,000,000	$7,260,914
INVESTMENT IN BARON FIFTH AVE.	$369,679	$540,973
INVESTMENT IN BARON FOCUSED	$3,876,705	$4,442,570
INVESTMENT IN BARON R/E FUND	$266,460	$416,466
INVESTMENT IN BARON GROWTH FD	$870,738	$839,956
INVESTMENT IN BARON PTNERS FD	$766,086	$804,975

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	NY FILING FEE	Desc
Revenue And Expenses Per Books	$750	RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps	$750	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX	CategoryTxt
Amt	$12,196	Amt