THE SHARON LEVINE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE SHARON LEVINE FOUNDATION (EIN 20-5390754)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349103269
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T11:26:12-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 205390754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHARON LEVINE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAR | BusinessNameControlTxt |
| Phone | 6462135100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 944 5TH AVE 4FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON ELGHANAYAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6462135100 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA VENTERS | PreparerPersonNm |
| PTIN | P01273912 | PTIN |
| Phone | 6462135100 | 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 | $16,903,547 | 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 | $981,969 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23,372 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,372 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $136,173 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,173 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $213,679 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,352,332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $213,679 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,355,193 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $373,224 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,343 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,343 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,034 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9,034 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,457 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,207 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76,642 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75,855 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $162,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $153,939 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,861,094 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,861,094 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,023,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $153,939 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,869,344 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$668,377 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219,285 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $234,089 | CashBOYAmt |
| Cash EOY | $117,349 | CashEOYAmt |
| Cash EOYFMV | $117,349 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $381,640 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $161,968 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $161,968 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $487,684 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $936,318 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $929,676 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,908,398 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,325,340 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,595,829 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,280,301 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,401,524 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,098,725 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,292,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,942,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,903,547 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,292,112 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,942,499 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,292,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,942,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,292,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,942,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,292,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$668,377 | ExcessRevenueOverExpensesAmt |
| Other Increases | $175,293 | OtherIncreasesAmt |
| Subtotal | $10,799,028 | SubtotalAmt |
| Other Decreases | $856,529 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,942,499 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. #6330 | 2024-01-01 | 2024-12-31 | $234,468 | $211,926 | $22,542 | $22,542 |
| CHARLES SCHWAB & CO., INC. #6330 | 2023-01-01 | 2024-12-31 | $857,894 | $667,123 | $190,771 | $190,771 |
| CHARLES SCHWAB & CO., INC. #3486 | 2023-01-01 | 2024-12-31 | $30,528 | $31,827 | -$1,299 | -$1,299 |
| CHARLES SCHWAB & CO., INC. #3486 | 2024-01-01 | 2024-12-31 | $21,442 | $27,483 | -$6,041 | -$6,041 |
| CHARLES SCHWAB & CO., INC. #3486 | 2023-11-02 | 2024-01-18 | $23 | $11 | $12 | $12 |
| CHARLES SCHWAB & CO., INC. #3486 | 2024-01-01 | 2024-12-31 | $117 | $117 | $117 | |
| SANFORD C BERNSTEIN & CO. LLC #9029 | 2024-01-01 | 2024-12-31 | $818,110 | $812,775 | $5,335 | $5,335 |
| SANFORD C BERNSTEIN & CO. LLC #9029 | 2023-01-01 | 2024-12-31 | $326,769 | $322,426 | $4,343 | $4,343 |
| CHARLES SCHWAB & CO., INC. #0979 | 2024-05-03 | 2024-05-03 | $64 | $64 | $64 | |
| CAPITAL GAIN DISTRIBUTIONS | $136 | $136 | $136 | |||
| CHARLES SCHWAB & CO., INC. #6330 | 2020-06-05 | 2024-04-05 | $10 | $9 | $1 | $1 |
| CHARLES SCHWAB & CO., INC. #3486 | 2024-01-18 | 2024-07-01 | $18 | $17 | $1 | $1 |
| CHARLES SCHWAB & CO., INC. #3486 | 2023-01-01 | 2024-12-31 | $47 | $37 | $10 | $10 |
| SRA PRIVATE EQUITY PORTFOLIO III (E&F) LP | $99 | -$99 | -$99 | |||
| SRA PRIVATE EQUITY PORTFOLIO III (E&F) LP | $21,184 | $21,184 | $21,184 | |||
| SRA PRIVATE EQUITY PORTFOLIO IV (E&F) LP | $26,412 | $26,412 | $26,412 | |||
| SRA PRIVATE EQUITY PORTFOLIO V (E&F) LP | $6,449 | $6,449 | $6,449 | |||
| SRA PRIVATE EQUITY PORTFOLIO V (E&F) LP | $765 | $765 | $765 | |||
| SRA PRIVATE EQUITY PORTFOLIO VI (E&F) LP | $28 | $28 | $28 | |||
| SRA PRIVATE EQUITY PORTFOLIO IV (E&F) LP | $6,956 | $6,956 | $6,956 | |||
| WEST STREET PARTNERS VII-PARALLEL, LP | $64,920 | -$64,920 | -$64,920 | |||
| CHARLES SCHWAB & CO., INC. #6330 - CASH LIQUIDATING DIST. | 2024-01-01 | 2024-12-31 | $912 | $912 | $912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $213,679 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,048 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,048 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,048 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,388 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,388 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,340 | OverpaymentAmt |
| Applied To ES Tax | $5,340 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 6462135100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON M ELGHANAYAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 944 FIFTH AVE - 4TH FLR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,339,874 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $347,811 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,377,776 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,065,461 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,065,461 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $255,982 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,809,479 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $840,474 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $840,474 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,048 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,048 | TotalTaxAmt |
| Distributable Before Adj | $837,426 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $837,426 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $837,426 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,869,344 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,869,344 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $837,426 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $11,606 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,129,800 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,141,406 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,869,344 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $837,426 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,031,918 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,173,324 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,173,324 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $11,606 | ExcessFromYear2Amt |
| Excess From Year1 | $1,129,800 | ExcessFromYear1Amt |
| Excess From Current Year | $1,031,918 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| STEPHEN WISE FREE SYNAGOGUE UKRANIAN RELIEF | |||||||
| 30 WEST 68TH STREET | NEW YORK | NY | 10023 | N/A | 501(C)3 | GENERAL SUPPORT | $66,094 |
| CLASS OF 1963 SCHOLARSHIP FUND | |||||||
| ONE CARDINAL SPELLMAN PLACE | BRONX | NY | 10466 | N/A | 501(C)3 | GENERAL SUPPORT | $500 |
| NEW JERSEY PERFORMING ARTS CENTER | |||||||
| 1 CENTER ST | NEWARK | NJ | 07102 | N/A | 501(C)3 | GENERAL SUPPORT | $37,500 |
| UJA FEDERATION OF NY | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | 501(C)3 | GENERAL SUPPORT | $100,000 |
| YOUNG MEN AND YOUNG WOMENS HEBREW ASSOCIATION | |||||||
| 54 NAGLE AVE | NEW YORK | NY | 10040 | N/A | 501(C)3 | GENERAL SUPPORT | $250,000 |
| CITIZENS COMMITTEE FOR CHILDREN OF NY | |||||||
| 14 WALL ST STE 43 | NEW YORK | NY | 10005 | N/A | 501(C)3 | GENERAL SUPPORT | $50,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1101 HEMPSTEAD TURNPIKE | UNIONDALE | NY | 11553 | N/A | 501(C)3 | GENERAL SUPPORT | $1,000,000 |
| COLUMBIA UNIVERSITY | |||||||
| 116TH ST BROADWAY | NEW YORK | NY | 10027 | N/A | 501(C)3 | GENERAL SUPPORT | $200,000 |
| THE DWIGHT SCHOOL FOUNDATION | |||||||
| 291 CENTRAL PARK WEST | NEW YORK | NY | 10024 | N/A | 501(C)3 | GENERAL SUPPORT | $10,000 |
| THE WINDWARD SCHOOL | |||||||
| 212 E 93RD STREET | NEW YORK | NY | 10128 | N/A | 501(C)3 | GENERAL SUPPORT | $1,500 |
| WEILL CORNELL MEDICAL CENTER | |||||||
| 525 E 68TH STREET | NEW YORK | NY | 10065 | N/A | 501(C)3 | GENERAL SUPPORT | $1,000 |
| HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA | |||||||
| 40 WALL STREET 8TH FLOOR | NEW YORK | NY | 10005 | N/A | 501(C)3 | GENERAL SUPPORT | $1,000 |
| WOMEN MAKE MOVIES | |||||||
| 231 W 29TH ST 1006 | NEW YORK | NY | 10001 | N/A | 501(C)3 | GENERAL SUPPORT | $1,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | N/A | 501(C)3 | GENERAL SUPPORT | $25,000 |
| JEWISH TROOPERS ASSOCIATION INC | |||||||
| PO BOX 303 | MARTINSVILLE | NJ | 08836 | N/A | 501(C)3 | GENERAL SUPPORT | $5,000 |
| LITTLE WARRIOR FOUNDATION INC | |||||||
| PO BOX 2124 | BROOKFIELD | WI | 53008 | N/A | 501(C)3 | GENERAL SUPPORT | $2,500 |
| COVENANT HOUSE | |||||||
| 460 W 41ST STREET | NEW YORK | NY | 10036 | N/A | 501(C)3 | GENERAL SUPPORT | $10,000 |
| AMERICAN COMMITTEE OF THE WEITZMANN INSTITUTE FOR SCIENCE | |||||||
| 633 3RD AVENUE | NEW YORK | NY | 10017 | N/A | 501(C)3 | GENERAL SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,861,094 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,372 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,173 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $213,679 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $373,224 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $373,224 | 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 |
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 | SHARON ELGHANAYAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 944 FIFTH AVENUE - 4TH FLR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $981,969 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | META PLATFORMS INC CLASS A COM 402 SHS | $245,960 | 2024-12-18 |
| 1 | AMERICAN EXPRESS 829 SHS | $244,563 | 2024-12-18 |
| 1 | APPLOVIN CORP 211 SHS | $69,940 | 2024-12-17 |
| 1 | COINBASE GLOBAL INC 47 SHS | $14,724 | 2024-12-17 |
| 1 | CARVANA CO 518 SHS | $131,391 | 2024-12-17 |
| 1 | FAIR ISAAC CORP 3 SHS | $6,449 | 2024-12-17 |
| 1 | GENERAL ELECTRIC CO 121 SHS | $19,967 | 2024-12-17 |
| 1 | GE VERNOVA INC 38 SHS | $12,493 | 2024-12-17 |
| 1 | NVIDIA CORP 1830 SHS | $236,482 | 2024-12-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB & CO. INC. #3486 - SEE ATTACHED | $1,283,323 | $3,360,454 |
| SANFORD BERNSTEIN & CO. LLC #5327 META STOCK | $42,017 | $235,375 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $436,258 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $432,859 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $500,060 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $496,817 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SRA PRIVATE EQUITY PORTFOLIO V (E&F) LP | AT COST | $1,141,735 | $1,259,056 |
| BLACKROCK MULTI-STRATEGY CREDIT | AT COST | $825,000 | $891,277 |
| SRA PRIVATE EQUITY PORTFOLIO IV (E&F) LP | AT COST | $1,081,979 | $1,527,820 |
| SRA PRIVATE EQUITY PORTFOLIO III (E&F) LP | AT COST | $370,972 | $706,296 |
| WEST STREET CAPITAL PARTNERS VII PAR B | AT COST | $57,521 | $87,107 |
| WEST STREET CAPITAL PARTNERS VII | AT COST | $314,611 | $476,429 |
| DUNE REAL ESTATE PARALLEL FUND | AT COST | $74,447 | $1,456 |
| SRA SELECT EQUITY PORT | AT COST | $1,835,000 | $3,207,805 |
| SRA HEDGED EQUITY PORT SPC | AT COST | $850,000 | $1,858,860 |
| SRA DIV STRAT PORT / SRA STRAT FIXED INC / GS VINTAGE V OFFSHORE LP | AT COST | $637,802 | $1,807,870 |
| SRA PRIVATE EQUITY PORTFOLIO VI (E&F) LP | AT COST | $212,457 | $274,749 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUILT-IN GAIN (DEFERRED GAIN) FROM CONTRIBUTIONS RECEIVED | Desc |
| Amt | $856,529 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEES | $750 | $0 | $750 |
| PORTFOLIO DEDUCTIONS THRU K-1S | $98,143 | $98,143 | $0 |
| ORDINARY LOSS THROUGH K-1S | -$22,310 | -$22,347 | $0 |
| MISCELLANEOUS | $59 | $59 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Amt | $175,293 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES - BROKERAGE ACCOUNTS | CategoryTxt |
| Amt | $56,343 | Amt |
| Net Investment Income | $56,343 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON ELGHANAYAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 944 5TH AVE 4TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $5,207 | $5,207 | $0 |
| STATE TAX PAID | $250 | $0 | $0 |