BARBARA M ZALAZNICK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA M ZALAZNICK FOUNDATION (EIN 13-3921831)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349102126
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T13:31:38-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 412072246 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRISTOL CONSULTANTS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 MADISON AVENUE 15TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 133921831 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA AND DAVID ZALAZNICK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | BARBARA ZALAZNICK TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 2127080296 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 MADISON AVE 15FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ZALAZNICK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127080296 | PhoneNum |
| Signature | 2025-11-13 | 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 | Jason Basch | PreparerPersonNm |
| PTIN | P01644117 | PTIN |
| Phone | 2127080296 | 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 | $45,238,774 | 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 | $8,150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $221 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $221 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $999,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $999,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,685,199 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,149,453 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $999,453 | 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 |
| Taxes Rev And Expnss | $11,599 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,349 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,056,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,056,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,068,699 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,057,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,080,754 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $999,453 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,434,764 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,488,394 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,488,394 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $16,270 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $32,951 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $32,951 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $5,840,557 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,480,819 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,330,819 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,716,429 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $520,075 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $520,075 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,000,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,292,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,373,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,238,774 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,292,485 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,373,239 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,292,485 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,373,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,292,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,373,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,292,485 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,080,754 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,373,239 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,373,239 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| US TREASURY BILL DUE 4/25/24 | 2023-10-26 | 2024-04-25 | $5,840,557 | $5,840,557 | $0 | $0 |
| US TREASURY BILL DUE 10/24/24 | 2024-04-25 | 2024-10-24 | $5,844,642 | $5,844,642 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,892 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,892 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,892 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,951 | 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 | $32,951 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,059 | OverpaymentAmt |
| Applied To ES Tax | $19,059 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Individual With Books | JASON BASCHCPA BRISTOL CONSULTAN | IndividualWithBooksNm |
| Phone | 2127080296 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 MADISON AVE 15TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID ZALAZNICK | ||||||||
| 335 MADISON AVE 15TH FL | NEW YORK | NY | 10017 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| BARBARA ZALAZNICK | ||||||||
| 335 MADISON AVE 15TH FL | NEW YORK | NY | 10017 | TRUSTEE | 0.25 | $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 | $25,528,918 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,840,923 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,369,841 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,369,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $470,548 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,899,293 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,544,965 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,544,965 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,892 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,892 | TotalTaxAmt |
| Distributable Before Adj | $1,531,073 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,531,073 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,531,073 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,057,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,057,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,531,073 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $894,345 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $288,628 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $1,182,973 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,057,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,057,100 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $473,973 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $473,973 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $709,000 | 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 | $420,372 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $288,628 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $288,628 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID ZALAZNICK | ContributingManagerNm |
| Contributing Manager | BARBARA ZALAZNICK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE ASPEN INSTITUTE | |||||||
| 2300 N ST | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $7,000 |
| LEHRMAN COMMUNITY DAY SCHOOL INC | |||||||
| 727 77TH STREET | MIAMI BEACH | FL | 33141 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $140,000 |
| MUSEUM OF MODERN ARTS INC | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10014 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $25,000 |
| CORNELL UNIVERSITY | |||||||
| 300 DAY HALL 10 EAST AVE | ITHICA | NY | 14853 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $35,000 |
| THE NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIESIRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $125,000 |
| THE MILKEN INSTITUTE | |||||||
| 590 MADISON AVENUE 13TH FL | NEW YORK | NY | 10022 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $12,500 |
| FILM AT LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $12,650 |
| NEW YORK CITY CENTER INC | |||||||
| 131 W 55TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $100,000 |
| BABY2BABY | |||||||
| 5830 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $10,000 |
| SERPENTINE AMERICAS FOUNDATION | |||||||
| 200 CRESCENT COURT | DALLAS | TX | 75201 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $15,000 |
| 92ND STREET YMCA | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $70,000 |
| JAZZ AT ASPEN SHOWMASS | |||||||
| 110 E HALLAM STE 118 | ASPEN | CO | 81611 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $7,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $6,000 |
| ROUNDABOUT THEATER COMPANY INC | |||||||
| 231 WEST 39TH ST | NEW YORK | NY | 10018 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $3,000 |
| UNIVERSITY OF MIAMI | |||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $200,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $275,000 |
| BOB WOODRUFF FAMILY FOUNDATION INC | |||||||
| PO BOX 955 | BRISTOW | MA | 20136 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $4,700 |
| THE SHED NYC INC | |||||||
| 545 W30 ST | NEW YORK | NY | 10001 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $2,500 |
| SURF CLUB OF SURFSIDE CONSOMINIUM ASSOICATION INC | |||||||
| 500 W CYPRESS CREEK ROAD SUITE 330 | FORT LAUDERDALE | FL | 33309 | NONE | 501(C)(3) | IRC SEC. 170(c) ORGANIZATIONS - PUBLIC CHARITIES | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,056,350 | 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 | $221 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $999,232 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $999,453 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $999,453 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PIM HOLDING COMPANY | |||||||
| 1 | 335 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | $300,000 | Yes (X) | |
| DAVID ZALAZNICK | |||||||
| 2 | 335 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | $7,850,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 100,000 SHARES OF JEFFERIES FINANCIAL GROUP INC. | NoncashPropertyDesc |
| Fair Market Value | $7,850,000 | FairMarketValueAmt |
| Received | 2024-12-30 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 71,971 SHS MARCUS CORP | $973,858 | $1,547,377 |
| 350,000 JEFFERIES FINANCIAL GROUP INC | $9,650,575 | $27,440,000 |
| 52,251 SHS SAFETY INSURANCE GROUP INC. | $3,296,515 | $4,305,482 |
| 6264 SHS SPECTRUM BRANDS HOLDINGS INC. | $330,238 | $529,245 |
| 29,423 VITESSE ENERGY INC | $79,633 | $735,575 |
| 25,000 CRIMSON WINE GROUP LTD | $0 | $158,750 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INV IN JZ INTERNATIONAL LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $520,075 | BookValueAmt |
| EOYFMV | $3,000,000 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| EOY Book Value | $1,000 | EOYBookValueAmt |
| EOYFMV | $1,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE ANNUAL FEE | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $11,599 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |