KOVNER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KOVNER FOUNDATION (EIN 22-3468030)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349104696
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:40:41-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 223468030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KOVNER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOVN | BusinessNameControlTxt |
| Phone | 6095248600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 N US HIGHWAY 1 SUITE 400 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33477 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN CROSS | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 6095248600 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | 0 | 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 | JAMES O'BRIEN | PreparerPersonNm |
| PTIN | P01270186 | PTIN |
| Phone | 6462135100 | 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 | $335,279,276 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $38,715,144 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,946,451 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,877,493 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,530,014 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,512,641 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,072,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,162,640 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,098,597 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,298,732 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,233,857 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $62,417,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,722,588 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $225,913 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,917 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $903,195 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $223,084 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $139,020 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $110,699 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,012,247 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,796 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,716 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,368,008 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $348,579 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,683,705 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,683,705 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,051,713 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $348,579 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,683,705 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,366,188 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,374,009 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,277,253 | CashBOYAmt |
| Cash EOY | $5,006 | CashEOYAmt |
| Cash EOYFMV | $5,006 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $15,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,000 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $270,228,423 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $335,259,270 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $335,259,270 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $273,505,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $335,279,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $335,279,276 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $21,824,749 | GrantsPayableBOYAmt |
| Grants Payable EOY | $17,118,150 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,666,422 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,262,223 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,491,171 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,380,373 | 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 | $250,014,505 | RetainedEarningBOYAmt |
| Retained Earning EOY | $308,898,903 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $250,014,505 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $308,898,903 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $273,505,676 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $335,279,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $250,014,505 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,366,188 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,518,210 | OtherIncreasesAmt |
| Subtotal | $308,898,903 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $308,898,903 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| KFO HOLDINGS II, LLC | P | $779,509 | $779,509 | $779,509 | |
| KFO HOLDINGS II, LLC | P | $30,383,131 | $30,319,088 | $30,319,088 | $64,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,098,597 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $769,699 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $769,699 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $769,699 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $770,934 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $108,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $878,934 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $109,235 | OverpaymentAmt |
| Applied To ES Tax | $109,235 | 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 | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | THEKOVNERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ACCOUNTANT | IndividualWithBooksNm |
| Phone | 6095248600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 ALEXANDER RD BLDG 2 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE S KOVNER | ||||||||
| 1001 N US HIGHWAY 1 STE 400 | JUPITER | FL | 33477 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| PETER P D'ANGELO | ||||||||
| 731 ALEXANDER ROAD BLDG 2 STE 500 | PRINCETON | NJ | 08540 | TREASURER | 1.00 | $0 | $0 | $0 |
| FRANK WOHL CO LANKLER SIFFERT WOHL | ||||||||
| 500 FIFTH AVENUE 33RD FLOOR | NEW YORK | NY | 10110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN CROSS | ||||||||
| 1001 N US HIGHWAY 1 STE 400 | JUPITER | FL | 33477 | CONTROLLER | 1.00 | $0 | $0 | $0 |
| SUZANNE F KOVNER | ||||||||
| 1001 N US HIGHWAY 1 STE 400 | JUPITER | FL | 33477 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| HEATH WEISBERG | ||||||||
| 731 ALEXANDER ROAD BLDG 2 STE 500 | PRINCETON | NJ | 08540 | GENERAL COUNSEL & SECRETARY | 1.00 | $0 | $0 | $0 |
| ROBERT WEDEKING | ||||||||
| 731 ALEXANDER ROAD BLDG 2 STE 500 | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MAURICE EDELSON | ||||||||
| 731 ALEXANDER ROAD BLDG 2 STE 500 | PRINCETON | NJ | 08540 | CHIEF EXECUTIVE OFFICER | 40.00 | $138,413 | $11,437 | $10,367 |
| BENJAMIN SOSLAND | ||||||||
| 731 ALEXANDER ROAD BLDG 2 STE 500 | PRINCETON | NJ | 08540 | VICE PRESIDENT FOR MUSIC PROGRAMS | 40.00 | $87,500 | $8,121 | $14,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAXTON ALTERNATIVE MANAGEMENT | |||||
| 731 ALEXANDER ROAD BLDG 2 STE 500 | PRINCETON | NJ | 08540 | CONSULTING | $294,025 |
| RR EDUCATION CONSULTANTS | |||||
| PO BOX 250861 | NEW YORK | NY | 10025 | SCHOLARSHIP CONSULTING | $238,951 |
| BEN SOSLAND | |||||
| 731 ALEXANDER ROAD BLDG 2 STE 500 | PRINCETON | NJ | 08540 | CONSULTING | $75,715 |
| GRANT THORNTON LLP | |||||
| 757 THIRD AVE 9TH FLOOR | NEW YORK | NY | 10017 | ACCOUNTING (AUDIT) | $74,421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,042,522 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $256,327,578 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $286,370,100 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $286,370,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,295,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $282,074,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,103,727 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,103,727 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $769,699 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $29,888 | IncomeTaxAmt |
| Total Tax | $799,587 | TotalTaxAmt |
| Distributable Before Adj | $13,304,140 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,304,140 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,304,140 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,683,705 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,683,705 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,304,140 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,432,874 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,348,423 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,985,011 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,907,015 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,291,807 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,965,130 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,683,705 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,304,140 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,379,565 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $54,344,695 | 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 | $11,432,874 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $42,911,821 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,348,423 | ExcessFromYear4Amt |
| Excess From Year3 | $12,985,011 | ExcessFromYear3Amt |
| Excess From Year2 | $4,907,015 | ExcessFromYear2Amt |
| Excess From Year1 | $6,291,807 | ExcessFromYear1Amt |
| Excess From Current Year | $5,379,565 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE S KOVNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AHA FOUNDATION | ||||||||
| 130 7TH AVENUE SUITE 236 | NEW YORK | NY | 10011 | PUBLIC CHARITY | WOMEN'S RIGHT | $50,000 | ||
| AMERICAN ALLIANCE FOR EQUAL RIGHTS | ||||||||
| 3571 FAR WEST BLVD 17 | AUSTIN | TX | 78731 | PUBLIC CHARITY | HUMANITARIAN AID | $100,000 | N/A | |
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | ||||||||
| 1730 M STREET NW SUITE 600 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | EDUCATION | $50,000 | N/A | |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | PUBLIC POLICY RESEARCH | $300,000 | ||
| AMERICAN FRIENDS OF COVENT GARDEN | ||||||||
| 40 WEST 51ST STREET 5155 | NEW YORK | NY | 10020 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | ||
| AMERICAN FRIENDS OF LES ARTS FLORISSANT | ||||||||
| 4 E 88TH ST 7B | NEW YORK | NY | 10128 | PUBLIC CHARITY | GENERAL SUPPORT | $55,000 | N/A | |
| AMERICAN MODERN OPERA COMPANY | ||||||||
| PO BOX 390002 | CAMBRIDGE | MA | 02139 | PUBLIC CHARITY | PERFORMING ARTS | $50,000 | N/A | |
| BERKSHIRE TACONIC COMM FDN NORTHEAST DUTCHESS | ||||||||
| 800 N MAIN ST | SHEFFIELD | MA | 01257 | PUBLIC CHARITY | COMMUNITY NEEDS | $10,000 | ||
| BOYS AND GIRLS CLUB OF MARTIN COUNTY | ||||||||
| PO BOX 910 9357 SE OLYMPUS STRREET | HOBE SOUND | FL | 33475 | PUBLIC CHARITY | SUPPORT CHILDREN | $25,000 | ||
| CARNEGIE HALL CORPORATION | ||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 100193210 | PUBLIC CHARITY | PERFORMING ARTS | $197,000 | N/A | |
| CENTER FOR THEOLOGICAL INQUIRY | ||||||||
| 50 STOCKTON STREET | PRINCETON | NJ | 08540 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | ||
| CENTRAL PARK CONSERVANCY | ||||||||
| 717 FIFTH AVENUE | NEW YORK | NY | 10022 | 501(C)3 TAX EXEMPT O | GENERAL SUPPORT | $30,000 | ||
| CENTURION MINISTRIES | ||||||||
| 1000 HERRONTOWN RD | PRINCETON | NJ | 08540 | PUBLIC CHARITY | LEGAL REPRESENTATION | $75,000 | N/A | |
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $25,000 | ||
| CHAMBER MUSIC SOCIETY OF PALM BEACH | ||||||||
| 340 ROYAL POINCIANA WAY SUITE | PALM BEACH | FL | 33480 | PUBLIC CHARITY | PERFORMING ARTS | $15,000 | 317-171 | |
| CHARTER SCHOOL GROWTH FUND FUND IV | ||||||||
| 1390 LAWRENCE ST SUITE 300 | DENVER | CO | 80204 | PUBLIC CHARITY | EDUCATION | $500,000 | N/A | |
| CITY HARVEST | ||||||||
| 150 52ND STREET | BROOKLYN | NY | 11232 | 501(C)3 NON PROFIT | GENERAL SUPPORT | $10,000 | ||
| EVERGLADES FOUNDATION | ||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | PUBLIC CHARITY | ENVIRONMENT PROTECTION | $46,800 | ||
| FRIENDS OF ANIM | ||||||||
| 200 W 57TH ST STE 403 | NEW YORK | NY | 10019 | 501(C)3 TAX EXEMPT O | PERFORMING ARTS | $40,379 | ||
| GUIDING EYES FOR THE BLIND | ||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | N/A | |
| HARLEM VILLAGE ACADEMIES | ||||||||
| 35 WEST 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | 501(C)3 NON PROFIT | GENERAL SUPPORT | $25,000 | ||
| HARTWICK COLLEGE | ||||||||
| PO BOX 4022 | ONEONTA | NY | 13820 | PUBLIC CHARITY | EDUCATION | $25,000 | ||
| HEBREW PUBLIC CHARTER SCHOOL | ||||||||
| 25 WEST 39TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | PUBLIC CHARITY | EDUCATION | $100,000 | N/A | |
| HETERODOX ACADEMY | ||||||||
| 82 NASSAU STREET 646 | NEW YORK | NY | 10038 | PUBLIC CHARITY | EDUCATION | $50,000 | N/A | |
| HIDDEN VALLEY MUSIC SEMINARS | ||||||||
| PO BOX 116 | CARMEL VALLEY | CA | 93924 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | ||
| HOBE SOUND COMMUNITY CHEST | ||||||||
| PO BOX 511 | HOBE SOUND | FL | 33475 | PUBLIC CHARITY | COMMUNITY SUPPORT | $10,000 | ||
| INNISFREE FOUNDATION | ||||||||
| PO BOX 970 | MILLBROOK | NY | 12545 | 501(C)3 NON PROFIT | GENERAL SUPPORT | $10,000 | ||
| INNOCENCE PROJECT | ||||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | 501(C)3 NON PROFIT | GENERAL SUPPORT | $12,500 | ||
| INSTITUTE FOR JUSTICE | ||||||||
| 901 NORTH GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | PUBLIC CHARITY | GENERAL SUPPORT | $500,000 | ||
| INSTITUTE FOR THE STUDY OF WAR | ||||||||
| 1400 16TH ST NW SUITE 515 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL SUPPORT | $500,000 | ||
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 112 EAST 42ND STREET FLOOR 12 | NEW YORK | NY | 10168 | PUBLIC CHARITY | HUMANITARIAN AID | $1,500,000 | ||
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | ||||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 18976 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | ||
| ISRAELI CHAMBER PROJECT | ||||||||
| 120 CABRINI BLVD SUITE 54 | NEW YORK | NY | 10033 | PUBLIC CHARITY | PERFORMING ARTS | $25,000 | ||
| JEWISH MUSEUM | ||||||||
| 1109 5TH AVE AT 92ND ST | NEW YORK | NY | 10128 | PUBLIC CHARITY | MUSEUM SUPPORT | $10,000 | ||
| JUPITER MEDICAL CENTER FOUNDATION | ||||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | 501(C)3 TAX EXEMPT O | HOSPITAL | $15,000 | ||
| KOVNER OPPORTUNITY SCHOLARSHIPS DET | ||||||||
| 1001 N US HIGHWAY 1 SUITE 400 | JUPITER | FL | 33477 | INDIVIDUAL | QUALIFIED TUITION GRANT | $287,904 | ||
| LINCOLN CENTER THEATER | ||||||||
| 150 W 65TH STREET FRNT 1 | NEW YORK | NY | 10023 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | ||
| LOAVES AND FISHES OF HOBE SOUND | ||||||||
| PO BOX 98 | HOBE SOUND | FL | 33475 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | ||
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | PUBLIC CHARITY | EDUCATION | $25,000 | ||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PUBLIC CHARITY | HOSPITAL | $25,000 | ||
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | ||
| METROPOLITAN OPERA UKRAINIAN ORCHESTRA | ||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $200,900 | N/A | |
| MIDDLE EASTERN RESEARCH INSTITUTE (MEMRI) | ||||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | PUBLIC CHARITY | RESEARCH | $100,000 | ||
| MILLBROOK COMMUNITY PARTNERSHIP | ||||||||
| 3323 FRANKLIN AVENUE | MILLBROOK | NY | 12545 | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | N/A | |
| MOUNT SINAI HEALTH SYSTEM | ||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | PUBLIC CHARITY | GENERAL SUPPORT | $75,000 | N/A | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | PUBLIC CHARITY | MODERN ART MUSEUM | $25,000 | ||
| MYRIAD USA (OPERA FUOCO) | ||||||||
| 551 FIFTH AVENUE SUITE 2400 | NEW YORK | NY | 10176 | PUBLIC CHARITY | GENERAL SUPPORT | $56,222 | N/A | |
| MYRIADUSA (LUCERNE FESTIVAL) | ||||||||
| 551 FIFTH AVENUE SUITE 2400 | NEW YORK | NY | 10176 | PUBLIC CHARITY | GENERAL SUUPORT | $30,000 | N/A | |
| MYRIADUSA (VERBIER) | ||||||||
| 551 FIFTH AVENUE SUITE 2400 | NEW YORK | NY | 10176 | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | N/A | |
| NATIONAL REVIEW INSTITUTE | ||||||||
| 19 W 44TH STREET SUITE 1701 | NEW YORK | NY | 10036 | 501(C)3 TAX EXEMPT O | PRIVATE OPERATING FOUNDATION | $25,000 | ||
| NEW WORLD SYMPHONY INC | ||||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | PUBLIC CHARITY | PERFORMING ARTS | $250,000 | ||
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | ||
| NEW YORK PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $200,000 | ||
| NEW YORK PUBLIC LIBRARY | ||||||||
| 445 5TH AVE 4TH FLOOR | NEW YORK | NY | 10016 | PUBLIC CHARITY | GENERAL SUPPORT | $12,500 | ||
| PACIFIC LEGAL FOUNDATION | ||||||||
| 555 CAPITAL MALL SUITE 1290 | SACRAMENTO | CA | 95814 | PUBLIC CHARITY | LEGAL AID | $100,000 | N/A | |
| PALM BEACH SYMPHONY | ||||||||
| 700 S DIXIE HIGHWAY SUITE 100 | WEST PALM BEACH | FL | 33401 | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | ||
| PARK AVENUE ARMORY | ||||||||
| 643 PARK AVE | NEW YORK | NY | 10065 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | ||
| PEPG PROGRAM ED POLICY & GOVERNANCE | ||||||||
| TAUBMAN 304 79 JOHN F KENNEDY | CAMBRIDGE | MA | 02138 | PUBLIC CHARITY | EDUCATION REFORM | $100,000 | N/A | STREET |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | PUBLIC CHARITY | PHILANTHROPY EDUCATION AND PROMOTION | $25,000 | ||
| PLAYWRIGHTS REALM | ||||||||
| 520 EIGHTH AVENUE SUITE 320 | NEW YORK | NY | 10018 | PUBLIC CHARITY | PERFORMING ARTS | $380,000 | N/A | |
| POLICE ATHLETIC LEAGUE INC | ||||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | PUBLIC CHARITY | YOUTH SPORTS | $12,500 | ||
| PRINCETON SYMPHONY | ||||||||
| PO BOX 250 | PRINCETON | NJ | 08542 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | ||
| SAN FRANCISCO CONSERVATORY OF MUSIC | ||||||||
| 50 OAK STREET | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | GENERAL SUPPORT | $500,000 | ||
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||||
| 400 W PUEBLO ST | SANATA BARBARA | CA | 93105 | 501(C)3 TAX EXEMPT O | GENERAL SUPPORT | $5,000 | ||
| SFFA STUDENTS FOR FAIR ADMISSIONS | ||||||||
| 2200 WILSON BLVD SUITE 102-13 | ARLINGTON | VA | 22201 | PUBLIC CHARITY | LEGAL ADVOCACY | $150,000 | N/A | |
| ST JOHN'S UNIVERSITY | ||||||||
| 8000 UTOPIA PARKWAY | QUEENS | NY | 11439 | PUBLIC CHARITY | EDUCATION | $50,000 | ||
| SUCCESS ACADEMY CHARTER SCHOOLS | ||||||||
| 95 PINE STREET 6TH FLOOR | NEW YORK | NY | 10005 | PUBLIC CHARITY | EDUCATION | $122,000 | ||
| SUCCESS CHARTER NETWORK | ||||||||
| 95 PINE STREET 6TH FLOOR | NEW YORK | NY | 10005 | PUBLIC CHARITY | EDUCATION | $3,500,000 | N/A | |
| THE ACTING COMPANY | ||||||||
| PO BOX 898 | NEW YORK | NY | 10108 | PUBLIC CHARITY | PERFORMING ARTS | $12,500 | ||
| THE FIELD | ||||||||
| 228 PARK AVE S SUITE 97217 | NEW YORK | NY | 100031502 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | N/A | |
| THE JUILLIARD SCHOOL | ||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PUBLIC CHARITY | EDUCATION-FINE ARTS | $200,000 | ||
| THE METROPOLITAN OPERA | ||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $500,000 | ||
| THE PERLMAN MUSIC PROGRAM | ||||||||
| 19 WEST 69THE STREET SUITE 1101 | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $25,000 | ||
| THE VASSAR BROTHERS MEDICAL CENTER FOUNDATION | ||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | 501(C)3 TAX EXEMPT O | GENERAL SUPPORT | $10,000 | ||
| THOMAS B FORDHAM INSTITUTE | ||||||||
| 1016 16TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | ||
| TIKVAH FUND | ||||||||
| 165 EAST 56TH STREET 4TH FLOOR | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | ||
| TWO RIVER THEATER | ||||||||
| 21 BRIDGE AVE | RED BANK | NJ | 07701 | 501(C)3 TAX EXEMPT O | PERFORMING ARTS | $200,000 | ||
| UJA FEDERATION OF NY | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000,000 | ||
| UNIVERSITY OF AUSTIN | ||||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78712 | PUBLIC CHARITY | EDUCATION | $1,200,000 | ||
| YAD YISROEL | ||||||||
| 1070 38TH STREET | BROOKLYN | NY | 11219 | PUBLIC CHARITY | EDUCATION | $10,000 | ||
| YOUNG CONCERT ARTISTS INC | ||||||||
| 1776 BROADWAY SUITE 1500 | NEW YORK | NY | 10019 | PUBLIC CHARITY | PERFORMING ARTS | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,683,705 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF LES ARTS FLORISSANT | |||||||
| 4 E 88TH ST 7B | NEW YORK | NY | 10128 | N/A | PUBLIC CHARITY | PERFORMING ARTS | $50,000 |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | VETERINARIAN HOSPITAL | $2,307,333 |
| CHARTER SCHOOL GROWTH FUND FUND IV | |||||||
| 1390 LAWRENCE STREET SUITE 200 | DENVER | CO | 80204 | N/A | PUBLIC CHARITY | EDUCATION | $1,443,588 |
| EVERGLADES FOUNDATION | |||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | N/A | PUBLIC CHARITY | ENVIRONMENT PROTECTION | $50,000 |
| HIDDEN VALLEY MUSIC SEMINARS | |||||||
| PO BOX 116 | CARMEL VALLEY | CA | 93924 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $39,137 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | PUBLIC CHARITY | HUMANITARIAN AID | $4,274,039 |
| MILLBROOK COMMUNITY PARTNERSHIP | |||||||
| 3323 FRANKLIN AVENUE | MILLBROOK | NY | 12545 | N/A | 501(C)3 NON PROFIT | GENERAL SUPPORT | $489,326 |
| MOUNT SINAI HEALTH SYSTEM | |||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | N/A | PUBLIC CHARITY | HOSPITAL | $50,000 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 555 CAPITOL MALL SUITE 1290 | SACRAMENTO | CA | 95814 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $195,566 |
| PLAYWRIGHTS REALM | |||||||
| 520 EIGHTH AVENUE SUITE 320 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | PERFORMING ARTS | $450,000 |
| SUCCESS CHARTER NETWORK | |||||||
| 95 PINE STREET 6TH FLOOR | NEW YORK | NY | 10005 | N/A | PUBLIC CHARITY | EDUCATION | $6,610,722 |
| WNET | |||||||
| 825 8TH AVE FL 14 | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| AMERICAN ALLIANCE FOR EQUAL RIGHTS | |||||||
| 3571 FAR WEST BLVD 17 | AUSTIN | TX | 78731 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| INSTITUTE FOR THE STUDY OF WAR | |||||||
| 1400 16TH ST NW SUITE 515 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $979,939 |
| MYRIAD USA (OPERA FUOCO) | |||||||
| 551 FIFTH AVENUE SUITE 2400 | NEW YORK | NY | 10176 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $53,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $17,118,150 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $68,958 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,877,493 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $17,373 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,512,641 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $64,875 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,233,857 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $64,043 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,098,597 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $215,249 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55,722,588 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,937,837 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| BRUCE KOVNER | ||||||
| 1 | 259 SOUTH BEACH ROAD | HOBE SOUND | FL | 33455 | $1,242,285 | Yes (X) |
| BRUCE KOVNER | ||||||
| 2 | 259 SOUTH BEACH ROAD | HOBE SOUND | FL | 33455 | $37,472,859 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 245,997 SHARES OF SAVARA INC | $1,242,285 | 2024-01-23 |
| 2 | 185,928 SHARES OF TALEN ENERGY CORP | $37,472,859 | 2024-12-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | KFO HOLDINGS II, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $335,259,270 | BookValueAmt |
| EOYFMV | $335,259,270 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,917 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $5,733 | $0 | $0 |
| DUES & SUBSRIPTIONS | $15,990 | $0 | $0 |
| MISC EXPENSE | $34,049 | $0 | $0 |
| SUPPLIES | $2,944 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | KFO HOLDINGS II, LLC | Desc |
| Revenue And Expenses Per Books | $11,298,732 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,233,857 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,298,732 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $17,518,210 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES | $39,200 | $339,682 |
| TAX PAYABLE | $223,575 | $343,303 |
| NONCONTROLLING INTEREST | $125,634 | $144,961 |
| CARRY ALLOCATION TO SPECIAL MEMBER | $1,278,013 | $8,434,277 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER INVESTMENT DEDUCTIONS | $250,661 | $223,084 | $0 |
| OUTSIDE SERVICE FEES | $578,113 | $0 | $0 |
| AUDIT FEES | $74,421 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX EXPENSE | $836,000 | $0 | $0 |
| FOREIGN TAX | $14,994 | $14,796 | $0 |
| MISCELLANEOUS TAX | $25 | $0 | $0 |
| EXCISE TAX | $161,228 | $0 | $0 |