PETER AND SUSAN SOLOMON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PETER AND SUSAN SOLOMON FAMILY FOUNDATION (EIN 13-3384028)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-11-12
- IRS object ID
- 202513169349102506
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T13:42:09-06:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133499413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY M STRAUSS ASSOC LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 FIFTH AVENUE 8TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100166517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133384028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER & SUSAN SOLOMON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 2127794700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | B STRAUSS ASSOC 307 5TH AVE FL 8 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100166517 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER J SOLOMON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127794700 | PhoneNum |
| Signature | 2025-11-12 | 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 | ARYE RINGEL | PreparerPersonNm |
| PTIN | P00232499 | PTIN |
| Phone | 2127794700 | PhoneNum |
| Preparation | 2025-11-05 | 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 | $9,204,592 | 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 | $213,289 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $168,469 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $168,469 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,890 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,890 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26,247 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $545,528 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $171,911 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $171,911 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $548,312 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $361,270 | 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 | $8,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $112,333 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $112,333 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $24,108 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $24,108 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,391 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $191,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $136,441 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $960,054 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $960,054 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,151,711 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $136,441 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $968,879 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$603,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $224,829 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $598,017 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $444,905 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $444,905 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,195,048 | CorporateStockBOYAmt |
| Corporate Stock EOY | $967,968 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,729,827 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $7,240,960 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,017,753 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,029,860 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,034,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,430,626 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,204,592 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,034,025 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,430,626 | 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 | $9,034,025 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,430,626 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,034,025 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,430,626 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,034,025 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$603,399 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,430,626 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,430,626 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| THRU NEUBERGER BERMAN A/C | P | $545,528 | $234,644 | $310,884 | $310,884 |
| THRU AG CORPORATE CREDIT OPP | P | -$41,333 | -$41,333 | ||
| THRU AG PRIVATE EQUITY II | P | $1,286 | $1,286 | ||
| THRU HARLAN SPECIAL OPPORTUNITY FD IV | P | -$147,287 | -$147,287 | ||
| THRU HARLAN SPECIAL OPPORTUNITY FD V | P | -$149,871 | -$149,871 | ||
| THRU AG DLI II LP | P | $74 | $74 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$26,247 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,125 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,125 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,125 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,939 | 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 | $13,939 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,814 | OverpaymentAmt |
| Applied To ES Tax | $10,814 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127794700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | B STRAUSS ASSOC 307 5TH AVE FL 8 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100166517 | 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 (5 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 J SOLOMON | ||||||||
| B STRAUSS ASSOC LTD 307 5TH AVE | NEW YORK | NY | 100166517 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| SUSAN SOLOMON | ||||||||
| B STRAUSS ASSOC LTD 307 5TH AVE | NEW YORK | NY | 100166517 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOSHUA N SOLOMON | ||||||||
| B STRAUSS ASSOC LTD 307 5TH AVE | NEW YORK | NY | 100166517 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATE SOLOMON | ||||||||
| B STRAUSS ASSOC LTD 307 5TH AVE | NEW YORK | NY | 100166517 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ABIGAIL ROSE SOLOMON | ||||||||
| B STRAUSS ASSOC LTD 307 5TH AVE | NEW YORK | NY | 100166517 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| 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 | $2,146,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $338,085 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,029,858 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,514,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,514,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,721 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,371,982 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $468,599 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $468,599 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,125 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $682 | IncomeTaxAmt |
| Total Tax | $3,807 | TotalTaxAmt |
| Distributable Before Adj | $464,792 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $464,792 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $464,792 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $968,879 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $968,879 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $464,792 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,144,804 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,270,403 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $445,302 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,850,600 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,036,572 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,747,681 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $968,879 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $464,792 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $504,087 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,251,768 | 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 | $1,144,804 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,106,964 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,270,403 | ExcessFromYear4Amt |
| Excess From Year3 | $445,302 | ExcessFromYear3Amt |
| Excess From Year2 | $1,850,600 | ExcessFromYear2Amt |
| Excess From Year1 | $3,036,572 | ExcessFromYear1Amt |
| Excess From Current Year | $504,087 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER J SOLOMON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ABRAHAM JOSHUA HESCHEL SCHOOL | |||||
| 30 WEST END AVENUE | NEW YORK | NY | 10023 | GENERAL | $20,000 |
| AMERICAN JEWISH COMMITTEE | |||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | GENERAL | $1,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | GENERAL | $55,000 |
| AMERICAN RIVERS | |||||
| 1101 14TH STREET NW | WASHINGTON | DC | 20005 | GENERAL | $5,000 |
| AMERICAN SALTWATER GUIDES ASSOCIATION | |||||
| PO BOX 20482 | FLORAL PARK | NY | 11002 | GENERAL | $500 |
| CONSTELLATION FOUNDATION | |||||
| 1120 NASA PARKWAY | HOUSTON | TX | 77058 | GENERAL | $5,000 |
| CONGREGATION EMANU-EL | |||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10065 | GENERAL | $5,400 |
| COUNCIL ON FOREIGN RELATIONS | |||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | GENERAL | $8,140 |
| EAST HAMPTON HISTORICAL SOCIETY | |||||
| 151 MAIN STREET | EAST HAMPTON | NY | 11937 | GENERAL | $250 |
| EAST HAMPTON VILLAGE FOUNDATION | |||||
| 86 MAIN STREET | EAST HAMPTON | NY | 11937 | GENERAL | $4,000 |
| ELENOR WHITMORE EARLY CHILDHOOD CENTER | |||||
| GINGERBREAD LANE EXT | EAST HAMPTON | NY | 11937 | GENERAL | $500 |
| FLORIDA SHERIFFS ASSOCIATION | |||||
| 2617 MAHAN DRIVE | TALLAHASSEE | FL | 32308 | GENERAL | $50 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 10023 | GENERAL | $2,500 |
| FOCUSED ULTRASOUND FOUNDATION | |||||
| 1230 CEDERS CT | CHARLOTTERSVILLE | VA | 22903 | GENERAL | $1,000 |
| FRIENDS OF BOSS | |||||
| 439 WEST 49TH STREET | NEW YORK | NY | 10019 | GENERAL | $1,000 |
| HARVARD UNIVERSITY CENTER FOR JEWISH STUDIES | |||||
| 6 DIVINITY AVENUE | CAMBRIDGE | MA | 02138 | GENERAL | $1,000 |
| INDIAN RIVER LAND TRUST | |||||
| 3150 CARDINAL DRIVE | VERO BEACH | FL | 32963 | GENERAL | $1,000 |
| JOHN'S ISLAND COMMUINTY SERVICES LEAUGE | |||||
| 4445 NORTH HWY A1A | VERO BEACH | FL | 32963 | GENERAL | $5,000 |
| JOHN'S ISLAND FOUNDATION | |||||
| 6001 HWY A1A | INDIAN RIVER SHORES | FL | 32963 | GENERAL | $2,500 |
| LITERACY SERVICES OF INDIAN RIVER COUNTY | |||||
| 1600 21ST STREET | VERO BEACH | FL | 32960 | GENERAL | $500 |
| MJHS FOUNDATION | |||||
| 55 WATER STREET | NEW YORK | NY | 10041 | GENERAL | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||
| 61 BROADWAY | NEW YORK | NY | 10006 | GENERAL | $500 |
| LONG HOUSE RESERVE | |||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | GENERAL | $500 |
| MAHNHATTAN THEATRE CLUB | |||||
| 311 WEST 43RD STREET | NEW YORK | NY | 10036 | GENERAL | $60,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||
| 1250 FIRST AVENUE | NEW YORK | NY | 10065 | GENERAL | $521,000 |
| MEDISYS HEALTH NETWORK | |||||
| 3080 ATLANTIC AVENUE | BROOKLYN | NY | 11208 | GENERAL | $1,000 |
| MONRO EMPLOYEE ASSISTANCE FOUNDATION | |||||
| 100 NORTH STREET | BATON ROUGE | LA | 70802 | GENERAL | $2,000 |
| NATIONAL AUDUBON SOCIETY | |||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | GENERAL | $250 |
| NEW VISION PUBLIC SCHOOL | |||||
| 205 EAST 42ND STREET | NEW YORK | NY | 10017 | GENERAL | $5,000 |
| NEW YORK PUBLIC RADIO | |||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | GENERAL | $1,000 |
| NEW YORK JUNIOR TENNIS LEAUGE | |||||
| 36-36 33RD STREET | LONG ISLAND CITY | NY | 11106 | GENERAL | $1,000 |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT | |||||
| 1475 PARK AVENUE | NEW YORK | NY | 10029 | GENERAL | $500 |
| POLY PREP COUNTRY DAY SCHOOL | |||||
| 50 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | GENERAL | $5,000 |
| PREP FOR PREP | |||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | GENERAL | $1,000 |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | |||||
| 1033 MASS AVENUE | CAMBRIDGE | MA | 02138 | GENERAL | $119,278 |
| QUAIL VALLEY CHARITIES | |||||
| 2345 HWY A1A | VERO BEACH | FL | 32963 | GENERAL | $1,200 |
| RILEY'S WAY FOUNDATION | |||||
| 30 3RD AVENUE | BROOKLYN | NY | 11217 | GENERAL | $1,500 |
| RIVERSIDE THEATRE | |||||
| 2561 BROADWAY | NEW YORK | NY | 10025 | GENERAL | $23,000 |
| SAFE HORIZONS | |||||
| 2 LAFAYETTE STREET | NEW YORK | NY | 10007 | GENERAL | $1,000 |
| SESAME WORKSHOP | |||||
| 1900 BROADWAY | NEW YORK | NY | 10023 | GENERAL | $1,000 |
| SOCIETY OF ILLUSTRATORS | |||||
| 128 EAST 63RD STREET | NEW YORK | NY | 10065 | GENERAL | $461 |
| SAG HARBOR CINEMA ARTS CENTER | |||||
| 90 MAIN STREET | SAG HARBOR | NY | 11963 | GENERAL | $500 |
| SOUTHAMPTON SYNAGOUGE | |||||
| 214 HILL STREET | SOUTHAMPTON | NY | 11968 | GENERAL | $500 |
| STUDENT LEADERSHIP NETWORK | |||||
| 322 8TH AVENUE | NEW YORK | NY | 10001 | GENERAL | $7,500 |
| TEMPLE BETH SHALOM | |||||
| 365 43RD AVENUE | VERO BEACH | FL | 32968 | GENERAL | $2,700 |
| TEMPLE EMANU-EL | |||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10065 | GENERAL | $7,500 |
| THE NIGHTINGALE BAMFORD SCHOOL | |||||
| 20 EAST 92ND STREET | NEW YORK | NY | 10128 | GENERAL | $5,000 |
| THE BREARLEY SCHOOL | |||||
| 610 EAST 83RD STREET | NEW YORK | NY | 10028 | GENERAL | $2,500 |
| THE EVERGLADES FOUNDATION | |||||
| 18001 OLD CUTLER ROAD | PALMETTO BAY | FL | 33157 | GENERAL | $1,000 |
| THE GATEWAY SCHOOL | |||||
| 211 WEST 61ST STREET | NEW YORK | NY | 10023 | GENERAL | $5,000 |
| THE TAFT SCHOOL | |||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | GENERAL | $5,000 |
| TREASURE COAST COMMUNITY HEALTH | |||||
| 8505 20TH STREET | VERO BEACH | FL | 32966 | GENERAL | $1,000 |
| TREASURE COAST FOOD BANK | |||||
| 401 ANGLE ROAD | FORT PIERCE | FL | 34947 | GENERAL | $200 |
| TURNOUT ACTIVISM | |||||
| 35 WALDEN STREET | CAMBRIDGE | MA | 02140 | GENERAL | $1,000 |
| TWO EAST SIXTY-SECOND STREET FOUNDATION | |||||
| 770 LEXINGTON AVENUE | NEW YORK | NY | 10065 | GENERAL | $100 |
| VERO BEACH MUSEUM OF ART | |||||
| 3001 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | GENERAL | $4,000 |
| VERO BEACH PBA | |||||
| 4401 41ST STREET | VERO BEACH | FL | 32967 | GENERAL | $25 |
| UJAFEDERATION | |||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | GENERAL | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $960,054 | 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 | $168,469 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,890 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $171,911 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$26,247 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $335,023 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $335,023 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEANETTE R SOLOMON CLUT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | B STRAUSS ASSOC 307 5TH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100166517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $213,289 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BARRY M STRAUSS ASSOC LTD | CategoryTxt |
| Amt | $8,575 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,575 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PETER J SOLOMON FOUNDATIONEIN 13-3384028RIDER T FORM 990-PFPART XIII, LINE 4CPURSUANT TO IRC SECTION 53.4942(A)-(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR CONTRIBUTIONS AS OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES - NEUBERGER BERMAN A/C | StockNm |
| EOY Book Value | $967,968 | EOYBookValueAmt |
| EOYFMV | $1,729,827 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (8 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AG CORPORATE CREDIT OPPORTUNITY FUND LP | $86,558 | $0 | |
| RARE MANUSCRIPT/WORKS OF ART | $1,830,089 | $1,830,088 | $1,830,088 |
| AG PRIVATE EQUITY PARTNERS II | $198,449 | $193,898 | $5,143 |
| LIFE INSURANCE POLICY | $1,500,000 | $1,600,000 | $1,600,000 |
| AG DLI II LP | $534,087 | $409,539 | $567,987 |
| AVENIR ARTSY INVESTORS | $228,475 | $229,249 | $229,248 |
| HARLAN SPECIAL OPPORTUNITY FD IV | $1,661,416 | $1,470,575 | $1,334,742 |
| HARLAN SPECIAL OPPORTUNITY FD V | $1,201,886 | $1,284,404 | $1,462,652 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS DEPT OF LAW - FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| THRU AVENIR ARTSY INVETSORS LLC | $1,044 | $1,044 | $1,044 |
| THRU HARLAN SPECIAL OPPORTUNITY FD IV | $72,333 | $72,333 | $72,333 |
| THRU HARLAN SPECIAL OPPORTUNITY FD V | $46,089 | $46,089 | $46,089 |
| THRU AG DLI II LP | $52,445 | $52,445 | $52,445 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEUBERGER BERMAN - INVESTMENT ADVISORY | $6,823 | $6,823 | $0 |
| THRU AG PRIVATE EQUITY II | $216 | $216 | $0 |
| THRU AVENIR ARTSY INVESTORS LLC | $270 | $270 | $0 |
| THRU HARLAN SPECIAL OPPORTUNITY FD IV | $51,399 | $51,399 | $0 |
| THRU HARLAN SPECIAL OPPORTUNITY FD V | $53,625 | $53,625 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US EXCISE TAX - NET | CategoryTxt |
| Amt | $46,391 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |