BARON CAPITAL FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: BARON CAPITAL FOUNDATION (EIN 14-2004657)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-05-12
IRS object ID: 201641339349101354
Schema version: 2015v2.1
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	2016-05-12T10:13:23-05:00	ReturnTs
Tax Period End	2015-12-31	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	2015-01-01	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	C/O BARON CAPITAL GROUP INC	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	2016-05-15	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	2125832010	PhoneNum
Preparation	2016-05-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-09-27 15:27:22Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$14,829,205	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	$1,920,787	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$23,256	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$23,256	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$309,080	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$309,080	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$309,080	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$2,253,123	TotalRevAndExpnssAmt
Total Net Invst Incm	$332,336	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$4,300	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,150	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$2,150	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$1,225	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$892	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$892	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$6,417	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,150	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$3,042	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,907,700	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,907,700	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,914,117	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,150	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,910,742	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$339,006	ExcessRevenueOverExpensesAmt
Net Investment Income	$330,186	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$0	CashBOYAmt
Other Investments BOY	$9,449,129	OtherInvestmentsBOYAmt
Other Investments EOY	$9,788,135	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$14,829,205	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$9,449,129	TotalAssetsBOYAmt
Total Assets EOY	$9,788,135	TotalAssetsEOYAmt
Total Assets EOYFMV	$14,829,205	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$9,449,129	RetainedEarningBOYAmt
Retained Earning EOY	$9,788,135	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$9,449,129	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$9,788,135	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$9,449,129	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$9,788,135	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$9,449,129	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$339,006	ExcessRevenueOverExpensesAmt
Subtotal	$9,788,135	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$9,788,135	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	$309,080	GainOrLossAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$309,080	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,792,855	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$14,067,480	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.127447	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,414,986	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$10,498,164	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.134784	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,354,867	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$6,793,296	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.199442	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,263,295	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$4,717,460	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.267791	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,392,910	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$3,482,270	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.400001	DistributionYr5Rt
Total Distribution	1.129465	TotalDistributionRt
Average Distribution	0.225893	AverageDistributionRt
Net Vl Noncharitable Assets	$15,119,821	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$3,415,462	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$3,302	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$3,418,764	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,910,742	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$6,604	InvestmentIncomeExciseTaxAmt
Subtotal	$6,604	SubtotalAmt
Tax Based On Investment Income	$6,604	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,208	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$1,208	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Tax Due	$5,396	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
C/O BARON CAPITAL GROUP INC	NEW YORK	NY	10153	TRUSTEE	2.0	$0	$0	$0
MICHAEL R BARON
C/O BARON CAPITAL GROUP INC	NEW YORK	NY	10153	TRUSTEE	2.0	$0	$0	$0
DAVID R BARON
C/O BARON CAPITAL GROUP INC	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	$100,535	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$15,249,537	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$15,350,072	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$15,350,072	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$230,251	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$15,119,821	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$755,991	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$755,991	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$6,604	TaxBasedOnInvestmentIncomeAmt
Total Tax	$6,604	TotalTaxAmt
Distributable Before Adj	$749,387	DistributableBeforeAdjAmt
Distributable Before Ded	$749,387	DistributableBeforeDedAmt
Distributable As Adjusted	$749,387	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,910,742	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	$1,910,742	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$1,910,742	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$749,387	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2013	PriorYear1Yr
Prior Year2	2012	PriorYear2Yr
Prior Year3	2011	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,218,796	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,027,422	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,015,256	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$891,265	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,090,686	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$5,243,425	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,910,742	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$749,387	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,161,355	RemainingDistriFromCorpusAmt
Total Corpus	$6,404,780	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$1,218,796	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$5,185,984	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,027,422	ExcessFromYear4Amt
Excess From Year3	$1,015,256	ExcessFromYear3Amt
Excess From Year2	$891,265	ExcessFromYear2Amt
Excess From Year1	$1,090,686	ExcessFromYear1Amt
Excess From Current Year	$1,161,355	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 (56 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
MJHS Foundation
39 Broadway 3rd Floor	NEW YORK	NY	10006	NONE	PC	GENERAL SUPPORT	$10,000
Albert Einstein College of Medicine
1300 Morris Park Avenue	Bronx	NY	10461	NONE	PC	GENERAL SUPPORT	$1,000	Harold Muriel Block Building RM 7
JAFINA (Jewish Agency for Israel)
633 Third Avenue 21st Fl Suite C	NEW YORK	NY	10017	NONE	PC	GENERAL SUPPORT	$5,000
Guild Hall of East Hampton
158 Main Street	East Hampton	NY	11937	NONE	PC	GENERAL SUPPORT	$2,500
The Jewish Museum
355 Lexington Avenue 3RD Fl	NEW YORK	NY	10017	NONE	PC	GENERAL SUPPORT	$5,000
Jazz at Lincoln Center
3 Columbus Circle 12th Fl	NEW YORK	NY	10019	NONE	PC	GENERAL SUPPORT	$10,000
JBFCS (Jewish Board of Family&Children's Service)
135 West 50th Street 6th Fl	NEW YORK	NY	10020	NONE	PC	GENERAL SUPPORT	$5,000
CASAColumbia
633 Third Avenue	NEW YORK	NY	10017	NONE	PC	GENERAL SUPPORT	$10,000
Lung Cancer Research Foundation
845 Third Ave 6th Floor	New York	NY	10022	NONE	PC	GENERAL SUPPORT	$1,000
OWHC (Old Westbury Hebrew Congregation)
21 Old Westbury Road	Old Westbury	NY	11568	NONE	PC	GENERAL SUPPORT	$1,000
Prep for Prep
328 West 71st Street	New York	NY	10023	NONE	PC	GENERAL SUPPORT	$5,000
Hospice of Palm Beach
5300 East Avenue	West Palm Beach	FL	33407	NONE	PC	GENERAL SUPPORT	$5,000
Lymphoma Research Foundation
115 Broadway Suite 1301	New York	NY	10006	NONE	PC	GENERAL SUPPORT	$1,000
Alzheimer Drug Discovery Foundation
57 West 57th Street Suite 904	New YorK	NY	10019	NONE	PC	GENERAL SUPPORT	$100,000
Carnegie Hall Society
881 Seventh Avenue	New York	NY	10019	NONE	PC	GENERAL SUPPORT	$10,000
WCMC Department of Surgery
1300 York Avenue	New York	NY	10065	NONE	PC	GENERAL SUPPORT	$50,000
St Lawrence O'Toole Church
31 Prospect St	Brewster	NY	10509	NONE	PC	GENERAL SUPPORT	$1,000
Bucknell (Designate to Jewish Life)
One Dent Drive	Lewisburg	PA	17837	NONE	PC	GENERAL SUPPORT	$100,000
New York Presbyterian Hospital
5141 Broadway	New York	NY	10034	NONE	PC	GENERAL SUPPORT	$1,000
Weill Cornell Medical College
1300 York Avenue	New York	NY	10065	NONE	PC	GENERAL SUPPORT	$600,000
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	$100,000
Thomas Moran Trust
101 Main Street	East Hampton	NY	11937	NONE	PC	GENERAL SUPPORT	$50,000	PO BOX 1234
Palm Beach Country Club Foundation
760 N Ocean Boulevard	Palm Beach	FL	33480	NONE	PC	GENERAL SUPPORT	$1,000
East Hampton Healthcare Foundation
200 Pantigo Place	East Hampton	NY	11937	NONE	PC	GENERAL SUPPORT	$10,000
Cancer Research Institutue
55 Broadway Suite 1802	New York	NY	10006	NONE	PC	GENERAL SUPPORT	$10,000
New York University
25 West Fourth Street	New York	NY	10012	NONE	PC	GENERAL SUPPORT	$5,000
Renown Health Foundation
1155 Mill Street O2	Reno	NV	89502	NONE	PC	GENERAL SUPPORT	$25,000
Washington Assoc of Physicians of Indian Origin
227 Bellevue Way NE 132	Bellevue	WA	98004	NONE	PC	GENERAL SUPPORT	$100
American Friends of the Israel Museum
500 Fifth Avenue Suite 2540	New York	NY	10110	NONE	PC	GENERAL SUPPORT	$100,000
American Friends of the Israel Museum
500 Fifth Avenue Suite 2540	New York	NY	10110	NONE	PC	GENERAL SUPPORT	$75,000
Morselife Foundation
4847 Fred Gladstone Drive	West Palm Beach	FL	33417	NONE	PC	GENERAL SUPPORT	$3,000
The Jewish Museum
355 Lexington Avenue 3th Fl	New York	NY	10017	NONE	PC	GENERAL SUPPORT	$1,000
Southampton Hospital Foundation
240 Meeting House Lane	Southampton	NY	11968	NONE	PC	GENERAL SUPPORT	$5,000
UJA
130 East 59th Street	NEW YORK	NY	10022	NONE	PC	GENERAL SUPPORT	$6,000
Susan G Komen
340 Royal Poinciana Way	Palm Beach	FL	33480	NONE	PC	GENERAL SUPPORT	$5,000	Suite 317/310
Brigham and Women's Hospital
116 Huntington Avenue	Boston	MA	02116	NONE	PC	GENERAL SUPPORT	$5,000	Third Floor
The MMRF
383 Main Avenue 5th Floor	Norwalk	CT	06851	NONE	PC	GENERAL SUPPORT	$2,500
American Friends of the Israel Museum
500 Fifth Avenue	New York	NY	10110	NONE	PC	GENERAL SUPPORT	$250	Suite 2540
Prostate Cancer Foundation
1250 Fourth Street	Santa Monica	CA	904011353	NONE	PC	GENERAL SUPPORT	$25,000
The Hospital for Special Surgery
535 East 70th Street	New York	NY	10021	NONE	PC	GENERAL SUPPORT	$5,000
Bronx High School of Science
75 West 205th Street	Bronx	NY	104680145	NONE	PC	GENERAL SUPPORT	$5,000	PO Box 145
Planned Parenthood
434 West 33rd Street	New York	NY	10001	NONE	PC	GENERAL SUPPORT	$5,000
Dana-Farber Cancer Institute
220 Sunrise Avenue	Palm Beach	FL	33480	NONE	PC	GENERAL SUPPORT	$5,000	Suite 204
Birthright Israel Foundation
33 East 33rd Street 7th Floor	New York	NY	10016	NONE	PC	GENERAL SUPPORT	$5,000
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
622 West 113th Street	New York	NY	10025	NONE	PC	GENERAL SUPPORT	$5,000	Mail Code 4524
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
Brain Injury Alliance of New Jersey
825 Georges Road Second Floor	North Brunswick	NJ	08902	NONE	PC	GENERAL SUPPORT	$10,000
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
Birthright Israel Foundation
33 East 33rd Street 7th Floor	new york	NY	10016	none	PC	general support	$350

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,907,700	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 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	$10,000
Diplomacy Center Foundation
2401 Calvert St NW Suite 902	Washington	DC	20008	NONE	PC	GENERAL SUPPORT	$50,000
WEILL CORNELL MEDICAL COLLEGE
1300 york avenue	NEW YORK	NY	10065	NONE	PC	GENERAL SUPPORT	$2,300,000
American Technion Society
55 East 59th Street	new york	NY	10022	none	PC	general support	$400,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$2,760,000	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

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$23,256	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 Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$309,080	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	$332,336	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$332,336	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 AVENUE	NEW YORK	NY	10153	$1,913,767	Yes (X)
Baron Family 2014 CLAT
2	767 FIFTH AVE 49TH FL	NEW YORK	NY	10153	$7,020	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	EISNERAMPER, LLP	CategoryTxt
Amt	$4,300	Amt
Net Investment Income	$2,150	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,150	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	$7,908,152
INVESTMENT IN BARON FIFTH AVE.	$369,679	$550,686
INVESTMENT IN BARON FOCUSED	$3,625,730	$4,399,819
INVESTMENT IN BARON R/E FUND	$265,035	$423,887
INVESTMENT IN BARON GROWTH FD	$769,705	$782,508
INVESTMENT IN BARON PTNERS FD	$757,986	$764,153

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NY FILING FEE	$750	$750
OTHER MISC	$142	$142

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX	CategoryTxt
Amt	$1,225	Amt