PETER A AND DEBORAH L WEINBERG FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PETER A AND DEBORAH L WEINBERG FAMILY FOUNDATION (EIN 13-3920469)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2025-11-12
- IRS object ID
- 202523169349100522
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T09:50:03-05:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVENUE 38TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133920469 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PETER A AND DEBORAH L WEINBERG | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % C/O GS WEALTH SERVICES | InCareOfNm |
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 2124400800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GS Wealth ServicesPO Box 15201 | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER WEINBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5188864104 | PhoneNum |
| Signature | 2025-11-10 | 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 | Liliana Lopez | PreparerPersonNm |
| PTIN | P00969154 | PTIN |
| Phone | 2128858000 | PhoneNum |
| Preparation | 2025-11-04 | PreparationDt |
| 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 | $25,142,425 | 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 | $11,490,847 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $338,149 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $338,149 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,041,134 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,219,704 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,041,134 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,176 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,563 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,868,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,377,737 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $15,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,606 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,606 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,615 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $45 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $91,016 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,528 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,444,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,444,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,535,266 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,528 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,452,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,333,705 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,306,209 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,500 | CashBOYAmt |
| Cash EOY | $59,367 | CashEOYAmt |
| Cash EOYFMV | $59,367 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $90,583 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,690 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,690 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,190,229 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,689,203 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,921,916 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,361,417 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $183,161 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $101,452 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,649,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,991,421 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,142,425 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,649,729 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,991,421 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,649,729 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,991,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,649,729 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,991,421 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,649,729 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,333,705 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,983,434 | SubtotalAmt |
| Other Decreases | $11,992,013 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,991,421 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLIC TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,220,790 | GrossSalesPriceAmt |
| Cost Or Other Basis | $178,570 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,042,220 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,042,220 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,041,134 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,056 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32,056 | SubtotalAmt |
| Tax Based On Investment Income | $32,056 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $26,056 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | CO GS WEALTH SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5184642209 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 15201 | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12212 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Peter A Weinberg | ||||||||
| ayco po box 15201 | Albany | NY | 122125201 | Trustee | 0.19 | $0 | $0 | $0 |
| Deborah L Weinberg | ||||||||
| ayco po box 15201 | Albany | NY | 122125201 | Trustee | 0.19 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER SECTION | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Description2 | N/A | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,414,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,706,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $101,452 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,222,607 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,222,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $318,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,904,268 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,045,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,045,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,056 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,056 | TotalTaxAmt |
| Distributable Before Adj | $1,013,157 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,013,157 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,013,157 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,452,125 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,452,125 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,013,157 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,858,672 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,303,597 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,103,985 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,191,138 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,603,553 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,060,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,452,125 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,013,157 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,438,968 | RemainingDistriFromCorpusAmt |
| Total Corpus | $14,499,913 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,858,672 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,641,241 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,303,597 | ExcessFromYear4Amt |
| Excess From Year3 | $2,103,985 | ExcessFromYear3Amt |
| Excess From Year2 | $1,191,138 | ExcessFromYear2Amt |
| Excess From Year1 | $6,603,553 | ExcessFromYear1Amt |
| Excess From Current Year | $1,438,968 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER WEINBERG | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER WEINBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 15201 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5188864101 | RecipientPhoneNum |
| Recipient Email Address | PWEINBERG@PWPARTNERS.COM | RecipientEmailAddressTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 633 THIRD AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | PUBLIC | PC | GENERAL PURPOSE | $500,000 |
| DEERFIELD ACADEMY | |||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | PUBLIC | PC | GENERAL PURPOSE | $250,000 |
| SMITH COLLEGE | |||||||
| 33 ELM STREET | NORTHAMPTON | MA | 01063 | PUBLIC | PC | GENERAL PURPOSE | $225,000 |
| WATERSIDE SCHOOL | |||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | PUBLIC | PC | GENERAL PURPOSE | $115,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | PUBLIC | PC | GENERAL PURPOSE | $50,000 |
| UNITED JEWISH APPEAL | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | PUBLIC | PC | GENERAL PURPOSE | $1,050,000 |
| LESLEY UNIVERSITY | |||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | PUBLIC | PC | GENERAL PURPOSE | $50,000 |
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | PUBLIC | PC | GENERAL PURPOSE | $25,000 |
| FRIENDS OF THE HIGH LINE | |||||||
| 820 WASHINGTON ST | NEW YORK | NY | 10014 | PUBLIC | PC | GENERAL PURPOSE | $25,000 |
| CENTRAL SYNAGOGUE | |||||||
| 123 EAST 55TH STREET | NEW YORK | NY | 10022 | PUBLIC | PC | GENERAL PURPOSE | $25,000 |
| ALEXANDER TWILIGHT ACADEMY | |||||||
| 420 POND STREET | JAMAICA PLAIN | MA | 02130 | PUBLIC | PC | GENERAL PURPOSE | $25,000 |
| PARKINSON'S WELLNESS FOUNDATION | |||||||
| 60 E 86TH ST APT 5 | NEW YORK | NY | 10028 | PUBLIC | PC | GENERAL PURPOSE | $25,000 |
| HARVARD BUSINESS SCHOOL | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLIC | PC | GENERAL PURPOSE | $10,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 717 5TH AVEN | NEW YORK | NY | 10022 | PUBLIC | PC | GENERAL PURPOSE | $10,000 |
| VAIL HEALTH FOUNDATION | |||||||
| PO BOX 1529 | VAIL | CO | 81658 | PUBLIC | PC | GENERAL PURPOSE | $5,000 |
| BOYS & GIRLS CLUB OF GREENWICH | |||||||
| 4 HORSENECK LN | GREENWICH | CT | 06830 | PUBLIC | PC | GENERAL PURPOSE | $5,000 |
| THE PACKARD CENTER | |||||||
| 855 N WOLFE STREET SUITE 270 | BALTIMORE | MD | 21205 | PUBLIC | PC | GENERAL PURPOSE | $5,000 |
| ABILIS | |||||||
| 50 GLENVILLE STREET | GREENWICH | CT | 06831 | PUBLIC | PC | GENERAL PURPOSE | $5,000 |
| FIBROLAMELLAR CANCER FOUNDATION | |||||||
| 20 HORSENECK LANE 2ND FLOOR | GREENWICH | CT | 06830 | PUBLIC | PC | GENERAL PURPOSE | $5,000 |
| VAIL DANCE FESTIVAL | |||||||
| PO BOX 6550 | AVAN | CO | 81620 | PUBLIC | PC | GENERAL PURPOSE | $3,500 |
| ACCESSPORTAMERICA | |||||||
| 119 HIGH STREET | ACTON | MA | 01720 | PUBLIC | PC | GENERAL PURPOSE | $3,000 |
| COFFEE FOR GOOD | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | PUBLIC | PC | GENERAL PURPOSE | $2,500 |
| STAMFORD EDUCATION 4 AUTISM | |||||||
| 1127 HIGH RIDGE ROAD PMB 315 | STAMFORD | CT | 06905 | PUBLIC | PC | GENERAL PURPOSE | $250 |
| SOCIAL IMPACT PARTNERS | |||||||
| 1221 POST RD 302 | WESTPORT | CT | 06880 | PUBLIC | PC | GENERAL PURPOSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,444,250 | 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 | $17 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $338,149 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,041,134 | 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 | $2,379,300 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,379,300 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Peter A Deborah L Weinberg | ||||||
| 1 | ayco po box 15201 | Albany | NE | 12212 | $2,213,235 | Yes (X) |
| Peter A Deborah L Weinberg | ||||||
| 2 | ayco po box 15201 | Albany | NY | 12212 | $9,277,612 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLIC TRADED SECURITIES | $2,213,235 | 2024-11-21 |
| 2 | PUBLIC TRADED SECURITIES | $9,277,612 | 2024-12-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,750 | Amt |
| Net Investment Income | $7,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,875 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR S&P 500 ETF TRUST | $6,792,265 | $21,307,417 |
| ISHARES RUSSELL 2000 ETF | $932,584 | $1,204,890 |
| GS FINANCIAL SQUARE FEDERAL IN | $628,186 | $628,186 |
| ISHARES MSCI EAFE ETF | $502,481 | $674,166 |
| ISHARES TRUST-ISHARES CURRENCY | $476,509 | $750,079 |
| GS FINANCIAL SQUARE FEDERAL IN | $357,178 | $357,178 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHANGE VENTURES CAP FD I LP | AT COST | $82,827 | $82,827 |
| FARALLON CAPITAL INSTL PTRS LP | AT COST | $72,321 | $5,517 |
| BLUE ORCHID SPV, LTD | AT COST | $28,013 | $13,108 |
| MIDDLE EAST VENTURE CAP FD, LP | AT COST | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $11,992,013 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $45 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME AND LOSS - K1S | -$1,563 | -$1,563 |
| IRS REFUND | $387 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES THRU | CategoryTxt |
| Amt | $63,606 | Amt |
| Net Investment Income | $63,606 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2023 FEDERAL BALANCE DUE | $5,613 | |
| 2024 ESTIMATED TAX PAYMENT | $6,000 | |
| FOREIGN TAXES PAID | $2 | $2 |