GIVING BEE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GIVING BEE FAMILY FOUNDATION (EIN 85-4351873)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349108056
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T17:47:05-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 854351873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Giving Bee Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | GIVI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUNYAO BRUMBERG | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $51,471,746 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,177 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,177 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,053,937 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $22,053,937 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,135,142 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,135,142 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $28,191,256 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,191,256 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $213,904 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $168,894 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $89,116 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79,778 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $382,798 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,116 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,778 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $964,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $964,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,347,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,116 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,044,178 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,844,058 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,102,140 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,147 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,242 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,242 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $24,605,918 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,405,881 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,402,504 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,631,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,475,123 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,471,746 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $24,631,065 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,475,123 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,631,065 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,475,123 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,631,065 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,475,123 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,631,065 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,844,058 | ExcessRevenueOverExpensesAmt |
| Subtotal | $51,475,123 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $51,475,123 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Passthrough K1 Capital Gain/(Loss) | PropertyDesc |
| Gain Or Loss | $22,053,937 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,053,937 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $390,620 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $390,620 | SubtotalAmt |
| Tax Based On Investment Income | $390,620 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $151,100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $189,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12,945 | EsPenaltyAmt |
| Tax Due | $214,365 | 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 |
| 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 | DE | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Junyao Brumberg | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Co- Pres, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Matthew Brumberg | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive Suite 302 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $79,753 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| 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 | $208,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $51,402,504 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,611,187 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,611,187 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $774,168 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,837,019 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,541,851 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,541,851 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $390,620 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $390,620 | TotalTaxAmt |
| Distributable Before Adj | $2,151,231 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,151,231 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,151,231 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,044,178 | 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 | $1,044,178 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,151,231 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,028,441 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,044,178 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,028,441 | AppliedToYear1Amt |
| Applied To Current Year | $15,737 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,135,494 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Junyao Brumberg | ContributingManagerNm |
| Contributing Manager | Matthew Brumberg | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHES | |||||||
| 122 E 42ND ST RM 4507 | NEW YORK | NY | 10168 | N/A | PC | General & Unrestricted | $5,000 |
| Boys and Girls Club of Greenwich | |||||||
| 4 HORSENECK LN | Greenwich | CT | 06830 | N/A | PC | Maintenance and beautification of Camp Simmons Trails Fund | $20,000 |
| BRUCE MUSEUM INC | |||||||
| 1 MUSEUM DR | GREENWICH | CT | 06830 | N/A | PC | Night at the Museum Fund | $10,000 |
| BRUCE MUSEUM INC | |||||||
| 1 MUSEUM DR | GREENWICH | CT | 06830 | N/A | PC | Late Night at the Bruce and Exhibitions Funds | $70,000 |
| FRIENDS OF UNITED HATZALAH INC | |||||||
| PO BOX 24666 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $70,000 |
| GREENWICH ARTS COUNCIL INC | |||||||
| 299 GREENWICH AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $20,000 |
| GREENWICH BOTANICAL CENTER INC | |||||||
| PO BOX 1600 | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $15,000 |
| GREENWICH HISTORICAL SOCIETY INC | |||||||
| 47 STRICKLAND RD | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $10,000 |
| GREENWICH LIBRARY | |||||||
| 101 W PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | Performing Arts Series and general operating funds | $50,000 |
| GREENWICH RIDING & TRAILS ASSOCIATION INC | |||||||
| PO BOX 1403 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $15,000 |
| GREENWICH SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 35 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $20,000 |
| LINCOLN CENTER THEATER | |||||||
| VIVIAN BEAUMONT THEATER INC 150 W | NEW YORK | NY | 10023 | N/A | PC | Lincoln Center Theater musical productions fund | $50,000 |
| MANHATTAN CLASS COMPANY INC | |||||||
| 511 W 52ND ST | NEW YORK | NY | 10019 | N/A | PC | musical theater productions fund | $25,000 |
| MANHATTAN THEATRE CLUB INC | |||||||
| 311 WEST 43RD ST 8TH FL | NEW YORK | NY | 10036 | N/A | PC | musical theater productions fund | $25,000 |
| MERCATUS CENTER INC | |||||||
| 3434 WASHINGTON BLVD 4TH FL | ARLINGTON | VA | 22201 | N/A | PC | General & Unrestricted | $25,000 |
| MUSIC FORWARD | |||||||
| 1275 PROSPECT AVE | BROOKLYN | NY | 11218 | N/A | PC | General & Unrestricted | $15,000 |
| NATIONAL ALLIANCE FOR MUSICAL THEATRE INC | |||||||
| 520 8TH AVE 3RD FL STE 301 | NEW YORK | NY | 10018 | N/A | PC | Festival of New Musicals fund | $30,000 |
| NATIONAL AUDUBON SOCIETY | |||||||
| 613 RIVERSVILLE RD | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL FOUNDATION FOR ADVANCEMENT IN THE ARTS IN | |||||||
| 2100 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | YoungArts alum concerts in NYC | $50,000 |
| NATIONAL FOUNDATION FOR ADVANCEMENT IN THE ARTS IN | |||||||
| 2100 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Charitable Event | $3,000 |
| NATIONAL FOUNDATION FOR ADVANCEMENT IN THE ARTS IN | |||||||
| 2100 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | YoungArts Miami Gala | $3,000 |
| NEW YORK CITY CENTER INC | |||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | N/A | PC | ENCORES! series fund | $70,000 |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | Charitable Event | $17,500 |
| ORCHESTRA LUMOS INC | |||||||
| 263 TRESSER BLVD | STAMFORD | CT | 06901 | N/A | PC | General & Unrestricted | $25,000 |
| OUTDOORS FOR ALL FOUNDATION | |||||||
| 1800 RICHARDS RD | BELLEVUE | WA | 98005 | N/A | PC | General & Unrestricted | $2,000 |
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC | |||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | Single Concert | $75,000 |
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC | |||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | NYPhil Spring Gala Fund | $25,000 |
| ROUND HILL ASSOCIATION INC | |||||||
| 50 CLOVERLEAF LN | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $10,000 |
| ROUNDABOUT THEATRE COMPANY INC | |||||||
| 231 W 39TH ST STE 1200 | NEW YORK | NY | 10018 | N/A | PC | Roundabout Gala Fund | $7,000 |
| ROUNDABOUT THEATRE COMPANY INC | |||||||
| 231 W 39TH ST STE 1200 | NEW YORK | NY | 10018 | N/A | PC | musical theater productions fund | $50,000 |
| SOCIETY OF ILLUSTRATORS INC | |||||||
| 128 E 63RD ST | NEW YORK | NY | 10065 | N/A | PC | Original Art program | $15,000 |
| SUMMER THEATRE OF NEW CANAAN INC | |||||||
| 70 PINE ST | NEW CANAAN | CT | 06840 | N/A | PC | main summer musical production fund | $20,000 |
| TEMPLE SHOLOM INC | |||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $50,000 |
| THE GREENWICH LAND TRUST INC | |||||||
| 370 ROUND HILL RD | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $10,000 |
| THE PHILANTHROPY ROUNDTABLE INC | |||||||
| 1120 20TH ST NW STE 400N | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $10,000 |
| WHITBY SCHOOL INC | |||||||
| 969 LAKE AVE | GREENWICH | CT | 06831 | N/A | PC | John E. Creeden Commons fund | $15,000 |
| WHITBY SCHOOL INC | |||||||
| 969 LAKE AVE | GREENWICH | CT | 06831 | N/A | PC | Whitby Gala fund | $6,900 |
| YOUNG CONCERT ARTISTS INC | |||||||
| 1776 BROADWAY STE 1500 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $964,400 | TotalGrantOrContriPdDurYrAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,177 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,053,937 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,135,142 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,191,256 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,191,256 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AP FAMILY OFFICE LTD PTRSP | CategoryOrItemTxt |
| Book Value | $51,405,881 | BookValueAmt |
| EOYFMV | $51,402,504 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $79,753 | $79,753 | |
| K-1 Exp AP FAMILY OFFICE LTD P | $89,116 | $89,116 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss AP FAMILY OFFICE LTD PTRSP | Desc |
| Revenue And Expenses Per Books | $6,135,142 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,135,142 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $38,100 |
| 990-PF Excise Tax for 2023 | $7,304 |
| 990-PF Extension for 2023 | $168,500 |