BARON CAPITAL FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BARON CAPITAL FOUNDATION (EIN 14-2004657)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-05
- IRS object ID
- 201521259349100027
- Schema version
- 2014v5.0
- 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 | 2015-05-05T10:39:14-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 |
| Address Line2 | 767 FIFTH AVE 49TH FLR Suite | AddressLine2Txt |
| 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 | 2015-04-20 | 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 | 2015-02-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,173,426 | 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 | $3,798,055 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,113 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,113 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,971 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,971 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,971 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,861,139 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,084 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,825 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,375 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,775 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,825 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,789,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,789,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,798,055 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,825 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,792,855 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,063,084 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,259 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Other Investments BOY | $7,386,045 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,449,129 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,173,426 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,386,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,449,129 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,173,426 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,386,045 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,449,129 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,386,045 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,449,129 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,386,045 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,449,129 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,386,045 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,063,084 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,449,129 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,449,129 | 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 | $60,971 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,971 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,414,986 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,498,164 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.134784 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,354,867 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,793,296 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.199442 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,263,295 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,717,460 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.267791 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,392,910 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,482,270 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.400001 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,103,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,757,179 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.400155 | DistributionYr5Rt |
| Total Distribution | 1.402173 | TotalDistributionRt |
| Average Distribution | 0.280435 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,067,480 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,945,014 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $603 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,945,617 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,792,855 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,205 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,205 | SubtotalAmt |
| Tax Based On Investment Income | $1,205 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,188 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,188 | TotalPaymentsAndCreditsAmt |
| Tax Due | $17 | 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 |
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 | $10,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,271,329 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,281,706 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,281,706 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $214,226 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,067,480 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $703,374 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $703,374 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,205 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,205 | TotalTaxAmt |
| Distributable Before Adj | $702,169 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $702,169 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $702,169 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,792,855 | 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 | $1,792,855 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,792,855 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $702,169 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $795,441 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,218,796 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,027,422 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,015,256 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $891,265 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,948,180 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,792,855 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $702,169 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,090,686 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,038,866 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $795,441 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,243,425 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,218,796 | ExcessFromYear4Amt |
| Excess From Year3 | $1,027,422 | ExcessFromYear3Amt |
| Excess From Year2 | $1,015,256 | ExcessFromYear2Amt |
| Excess From Year1 | $891,265 | ExcessFromYear1Amt |
| Excess From Current Year | $1,090,686 | 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 (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Leukemia and Lymphoma Society | ||||||||
| 1324 Motor Parkway Suite 102 | Hauppauge | NY | 11749 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Susan G Komen | ||||||||
| 340 Royal Poinciana Way Suite 317/ | Palm Beach | FL | 33480 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Palm Beach Photographic Centre | ||||||||
| 415 Clematis Street | West Palm Beach | FL | 33401 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Albert Einstein College of Medicine | ||||||||
| 1300 Morris Park Avenue | Bronx | NY | 10461 | NONE | PC | GENERAL SUPPORT | $1,000 | Harold Muriel Block Building Room |
| Bronx High School of Science | ||||||||
| 75 West 205th Street PO Box 145 | Bronx | NY | 104680145 | NONE | PC | GENERAL SUPPORT | $1,030 | |
| Planned Parenthood of Florida | ||||||||
| 2300 N Florida Mango Road | West Palm Beach | FL | 33409 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| 100 Black Men of Pensacola Inc | ||||||||
| PO Box 18536 | Pensacola | FL | 32523 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Rock and Wrap It Up | ||||||||
| 405 Ocean Point Avenue | Cedahurst | NY | 11516 | none | PC | GENERAL SUPPORT | $5,000 | |
| Crohn's & Colitis Foundation of America (CCFA) | ||||||||
| 120 Broadway Suite 1050A | New York | NY | 10271 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Jackie Robinson Foundation | ||||||||
| 75 Varick Street 2nd Fl | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Randall's Island Park Alliance | ||||||||
| 24 West 61st Street 4th Fl | NEW YORK | NY | 10023 | none | PC | general support | $10,000 | |
| Surgical Cancer Care FundBrigham and Women's Hosp | ||||||||
| 116 Huntington Avenue Third Floor | Boston | MA | 02116 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Lung Cancer Research Foundation | ||||||||
| 845 Third Ave 6th Floor | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Park East Day School | ||||||||
| 164 East 68th Street | NEW YORK | NY | 100655956 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Lymphoma Research Foundation | ||||||||
| 115 Broadway Suite 1301 | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Lenox Hill Hospital | ||||||||
| 125 Community Drive | Great Neck | NY | 11021 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Guild Hall of East Hampton | ||||||||
| 158 Main Street | EAST HAMPTON | NY | 11937 | none | PC | GENERAL SUPPORT | $5,000 | |
| Stetson University | ||||||||
| 421 North Woodland Boulevard Unit 8 | Deland | FL | 32723 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| Weill Cornell Medical College | ||||||||
| 1300 York Avenue | New York | NY | 10065 | none | PC | general support | $100,000 | |
| Weill Cornell Medical College | ||||||||
| 1300 York Avenue | New York | NY | 10065 | none | PC | general support | $100,000 | |
| Weill Cornell Medical College | ||||||||
| 1300 York Avenue | New York | NY | 10065 | none | PC | general support | $200,000 | |
| Greater Miami Jewish Federation | ||||||||
| 4200 Biscanye Boulevard | MIAMI | FL | 33137 | none | PC | general support | $1,000 | |
| The New York Stem Cell Foundation | ||||||||
| 1995 Broadway Suite 600 | New York | NY | 10023 | none | PC | general support | $1,000 | |
| American Friends of Magen David Adom | ||||||||
| 23215 Commerce Park Road Suite 306 | Beachwood | OH | 44122 | none | PC | general support | $25,000 | |
| New York University | ||||||||
| 25 West Fourth Street | NEW YORK | NY | 10012 | none | PC | general support | $5,000 | |
| UJA- Federation of New York | ||||||||
| 130 East 59th Street | New York | NY | 10022 | none | PC | general support | $250,000 | |
| The Boston Marathon Jimmy Fund Walk | ||||||||
| 10 Brookline Place West | Brookline | MA | 024457226 | none | PC | general support | $1,500 | |
| Ronald McDonald House of New York | ||||||||
| 405 East 73rd Street | New York | NY | 10021 | none | PC | general support | $500 | |
| Palm Beach Country Club Foundation | ||||||||
| 760 N Ocean Boulevard | Palm Beach | FL | 33480 | none | PC | general support | $1,000 | |
| Communities in Schools | ||||||||
| 2345 Crystal Drive Suite 700 | Arlington | VA | 22202 | none | PC | general support | $10,000 | |
| Community Foundation for the Alleghenies | ||||||||
| 116 Market Street Suite 4 | Johnstown | PA | 15901 | none | PC | general support | $1,500 | |
| Metropolitan Opera House | ||||||||
| 150 W 65th Street | New York | NY | 10023 | none | PC | general support | $450,000 | |
| Aid for Aids | ||||||||
| 515 Greenwich St Suite 506 | New York | NY | 10013 | none | PC | general support | $5,000 | |
| United States Holocaust Memorial Museum | ||||||||
| 100 Raoul Wallenberg Place | SW Washington | DC | 200242126 | none | PC | general support | $5,000 | |
| American Friends of the Israel Museum | ||||||||
| 500 Fifth Avenue Suite 2540 | New York | NY | 10110 | none | PC | general support | $250 | |
| Center for Educational Innovation-Public Ed Assoc | ||||||||
| 28 West 44th Street | New York | NY | 10036 | none | PC | general support | $5,000 | |
| SLE Lupus Foundation | ||||||||
| 330 7th Avenue Suite 701 | New York | NY | 10001 | none | PC | general support | $3,000 | |
| Lenox Hill Hospital | ||||||||
| 100 East 77th Street | New York | NY | 10075 | none | PC | general support | $5,000 | |
| New York Junior Tennis League | ||||||||
| 58-12 Queens Boulevard Ste 1 | Woodside | NY | 11377 | none | PC | general support | $25,000 | |
| Southampton Hospital Foundation | ||||||||
| 240 Meeting House Lane | Southampton | NY | 11968 | none | PC | general support | $2,500 | |
| Brigham and Women's Hospital | ||||||||
| 75 Francis Street | Boston | MA | 02115 | none | PC | general support | $5,000 | |
| MorseLife Foundation | ||||||||
| 4847 Fred Gladstone Drive | West Palm Beach | FL | 33417 | none | PC | general support | $5,000 | |
| CAF America | ||||||||
| 1800 Diaganol Road Ste 150 | Alexandria | VA | 22314 | none | PC | general support | $100,000 | |
| Donald & Helen Fellows Holocaust Memorial Fund | ||||||||
| 475 Grove Street | Ridgewood | NJ | 07450 | none | PC | general support | $500 | |
| UJA Annual Fund | ||||||||
| 130 East 59th Street | New York | NY | 10022 | none | PC | general support | $125,000 | |
| Trinity College Duke Annual Fund | ||||||||
| PO Box 90581 | Durham | NC | 27708 | none | PC | general support | $5,000 | |
| Emory Univerity Goziueta Business | ||||||||
| 1762 Clifton Road Suite 1400 | Atlanta | GA | 30322 | none | PC | general support | $5,000 | |
| Bucknell University | ||||||||
| 701 Moore Ave | Lewisburg | PA | 17837 | none | PC | general support | $5,000 | |
| Horace Mann School | ||||||||
| 231 West 246th Street | Bronx | NY | 10471 | none | PC | general support | $25,000 | |
| American Friends of the Israel Museum | ||||||||
| 500 Fifth Avenue Suite 2540 | New York | NY | 10110 | none | PC | general support | $75,000 | |
| Columbia Business School | ||||||||
| 622 West 113th Street Mail Code 45 | New York | NY | 10025 | none | PC | general support | $5,000 | |
| Diplomacy Center Foundation | ||||||||
| 2401 Calvert St NW Suite 902 | Washington | DC | 200082678 | none | PC | general support | $25,000 | |
| Trustees of the University of Pennsylvania | ||||||||
| 3451 Walnut Street 433 Franklin Bu | Philadelphia | PA | 191046205 | none | PC | general support | $100,000 | |
| Palm Beach Police Foundation Inc | ||||||||
| 139 North County Road - Suite 20C | Palm Beach | FL | 33480 | none | PC | general support | $5,000 | |
| Prostate Cancer Foundation | ||||||||
| 1250 Fourth Street | Santa Monica | CA | 904011353 | none | PC | general support | $25,000 | |
| 92nd Street Y | ||||||||
| 1395 Lexington Avenue | New York | NY | 10128 | none | PC | general support | $25,000 | |
| Palm Beach United Way | ||||||||
| 44 Cocoanut Row | Palm Beach | FL | 334804069 | none | PC | general support | $1,000 | |
| Jewish Federation of Palm Beach | ||||||||
| 4601 Community Drive | West Palm Beach | FL | 334172760 | none | PC | general support | $3,000 | |
| Jewish Federation of Palm Beach County | ||||||||
| 4601 Community Drive | West Palm Beach | FL | 334172760 | none | PC | general support | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,789,280 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 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 | $15,000 |
| Diplomacy Center Foundation | |||||||
| 2401 Calvert St NW Suite 902 | Washington | DC | 20008 | NONE | PC | GENERAL SUPPORT | $75,000 |
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 1300 york avenue | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $2,200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,290,000 | 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 | $2,113 | 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 | $60,971 | 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 | $63,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,084 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BAMCO INC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 767 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,798,055 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EISNERAMPER, LLP | CategoryTxt |
| Amt | $5,650 | Amt |
| Net Investment Income | $2,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,825 | 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 | $8,126,359 |
| INVESTMENT IN BARON FIFTH AVE. | $369,679 | $516,544 |
| INVESTMENT IN BARON FOCUSED | $3,373,267 | $4,495,218 |
| INVESTMENT IN BARON R/E FUND | $256,888 | $443,496 |
| INVESTMENT IN BARON GROWTH FD | $699,295 | $812,110 |
| INVESTMENT IN BARON PTNERS FD | $750,000 | $779,699 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NY FILING FEE | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,375 | Amt |