GEORGESCU FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GEORGESCU FAMILY FOUNDATION (EIN 13-4111095)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-22
- IRS object ID
- 202601129349100005
- Schema version
- 2025v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-22T07:40:34-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873974110 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Corient Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 518B Riverside Avenue | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134111095 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Georgescu Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 2032268997 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2630 | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elwood B Davis | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2032268997 | PhoneNum |
| Signature | 2026-04-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Elwood B Davis | PreparerPersonNm |
| PTIN | P01265980 | PTIN |
| Phone | 2032268997 | PhoneNum |
| Preparation | 2026-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $1,286,240 | 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 | $987,011 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $819 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $819 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,209 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,209 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $547,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,534,649 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $547,638 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,564,677 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $577,666 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $8,175 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $10,675 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $485,048 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $485,048 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $495,723 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $485,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,068,954 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $575,116 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $234,286 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,286,240 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,286,240 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $234,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,286,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,286,240 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $234,286 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,286,240 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $234,286 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,286,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $234,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,286,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $234,286 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,068,954 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,303,240 | SubtotalAmt |
| Other Decreases | $17,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,286,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Apple Inc | P | 2021-05-10 | 2025-05-08 | $473,005 | $0 | $306,941 | $166,064 | $0 | $0 | $0 | $166,064 |
| Apple Inc | P | 2021-05-10 | 2025-06-23 | $1,061,644 | $0 | $680,070 | $381,574 | $0 | $0 | $0 | $381,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $547,638 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,500 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $6,500 | OriginalReturnTaxPaidAmt |
| Tax Due | $1,494 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elwood B Davis | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032268997 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2630 | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Peter A Georgescu | ||||||||
| 580 Park Avenue Apt 3D | New York | NY | 10065 | President | 1.00 | $0 | $0 | $0 |
| Barbara A Georgescu | ||||||||
| 580 Park Avenue Apt 3D | New York | NY | 10065 | Secretary | 1.00 | $0 | $0 | $0 |
| P Andrew Georgescu | ||||||||
| 388 Warren Court | Birmingham | MI | 48009 | Vice President | 1.00 | $0 | $0 | $0 |
| Sedona Georgescu | ||||||||
| 580 Park Avenue Apt 3D | New York | NY | 10065 | Vice President | 1.00 | $0 | $0 | $0 |
| Elwood Davis | ||||||||
| PO Box 2630 | Westport | CT | 06880 | Tresurer | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,358 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $854,641 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $896,999 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $896,999 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,455 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $883,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,177 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,177 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,994 | TotalTaxAmt |
| Distributable Before Adj | $36,183 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,183 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,183 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $485,048 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $485,048 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,183 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $573,608 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $630,008 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $743,796 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $552,505 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $672,240 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,172,157 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $485,048 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $485,048 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $36,183 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $36,183 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,621,022 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $537,425 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,083,597 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $630,008 | ExcessFromYear4Amt |
| Excess From Year3 | $743,796 | ExcessFromYear3Amt |
| Excess From Year2 | $552,505 | ExcessFromYear2Amt |
| Excess From Year1 | $672,240 | ExcessFromYear1Amt |
| Excess From Current Year | $485,048 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 564 Park Ave Preservation Fdtn | ||||||
| 564 Park Avenue | New York | NY | 10065 | PC | general use | $1,000 |
| African American Heritage | ||||||
| PO Box 413 | Chataqua | NY | 14722 | PC | general use | $4,000 |
| All Souls Uniterian Church | ||||||
| 1500 Harvard St NW | Washington | DC | 20009 | PC | general use | $2,000 |
| American Cancer Society | ||||||
| 1445 Rio Road E | Charlottesville | VA | 22901 | PC | general use | $500 |
| AUB Frank Wismer Endowed Scholarship | ||||||
| The Debs Center 3 Dag Hammarskjold | New York | NY | 10017 | PC | general use | $3,000 |
| Atlantic Salmon Federation | ||||||
| 14 Maine Street | Brunswick | ME | 04011 | PC | general use | $0 |
| Chautauqua Foundation | ||||||
| PO Box 28One Ames Avenue | Chautauqua | NY | 14722 | PC | general use | $0 |
| Chautauqua Visual Arts | ||||||
| 1 Ames Avenue | Chautauqua | NY | 14722 | PC | general use | $5,000 |
| Economics Club of New York | ||||||
| 350 5th Ave 5010 | New York | NY | 10118 | PC | general use | $10,000 |
| Central Park Conservancy | ||||||
| 14 E 60th | New York | NY | 10022 | PC | general use | $8,500 |
| Chatauqua Institution | ||||||
| 1 Ames Avenue | Chatauqua | NY | 14722 | PC | general use | $0 |
| Chautauqua Womens Club | ||||||
| 30 S Lake Drive | Chautaqua | NY | 14722 | PC | general use | $3,000 |
| Central Park Women's Committee | ||||||
| 717 Fifth Avenue | New York | NY | 10022 | PC | general use | $7,500 |
| Friends of Upper East Side Historical Society | ||||||
| 966 Lexington Avenue 3E | New York | NY | 10021 | PC | general use | $500 |
| Historical Society of Palm Beach | ||||||
| PO Box 4364 | Palm Beach | FL | 33402 | PC | general use | $0 |
| Historical Society of NY | ||||||
| 170 Central Park W | New York | NY | 10024 | PC | general use | $1,000 |
| Chanticleer | ||||||
| 786 Church Road | Wayne | PA | 19087 | PC | general use | $1,000 |
| Council on Foreign Relations | ||||||
| 58 E 68th Street | New York | NY | 10065 | PC | general use | $30,810 |
| Campaign For Legal Center | ||||||
| 1101 14th St NW | Washington | DC | 20005 | PC | general use | $5,000 |
| Leukemia Fighters | ||||||
| 520 East 70th Street Box 403 | New York | NY | 10021 | PC | general use | $0 |
| Lymphoma Research Foundation | ||||||
| Wall Street Plaza 88 Pine St Suite | New York | NY | 10005 | PC | general use | $0 |
| Eisenhower Fellowship | ||||||
| 250 S 16th Street | Philadelphia | PA | 19102 | PC | general use | $5,000 |
| Film at Lincoln Center | ||||||
| 150 W 65th Street | New York | NY | 10023 | PC | general use | $13,500 |
| Museum of Natural History | ||||||
| 200 Central Park West | New York | NY | 100245102 | PC | general use | $1,000 |
| New York Historical Society | ||||||
| 170 Central Park W | New York | NY | 10024 | PC | general use | $4,000 |
| Four Freedom Park C | ||||||
| 147 W 35th Street | New York | NY | 10001 | PC | general businesse | $46,000 |
| Lyric Chamber Music Society | ||||||
| 157 columbus Ave 414 | New York | NY | 10023 | PC | general business | $2,000 |
| Habitat for Humanity | ||||||
| 322 W Lamarst | Americus | GA | 31709 | PC | general business | $1,000 |
| Harlem Children Zone | ||||||
| 35 E 125th Street | New York | NY | 10035 | PC | general business | $7,000 |
| NYU Stern Center for Sustainability | ||||||
| 44 West 4th Street Suite 8-190 | New York | NY | 10012 | PC | general business | $0 |
| Path North | ||||||
| PO Box 42540 | Washington | DC | 20015 | PC | general business | $7,500 |
| Jupiter Island Medical center | ||||||
| 1210 S Old Dixie Hwy | Jupiter | FL | 33458 | PC | general business | $7,500 |
| Question Project | ||||||
| 301 W 57th Street 42B | New York | NY | 10019 | PC | general business | $0 |
| Off The Record Assn | ||||||
| 551 Fifth Avenue | New York | NY | 10176 | PC | general business | $2,000 |
| Osher Lifelong Learning | ||||||
| 5353 Parkside Drive | Jupiter | FL | 33458 | PC | general business | $0 |
| Just Capital | ||||||
| 44 E 30th Street | New York | NY | 10016 | PC | general business | $0 |
| Lost Tree Chapel | ||||||
| 11149 Turtle Beach Rd | N Palm Beach | FL | 33408 | PC | general business | $0 |
| Lincoln Center | ||||||
| 10 Lincoln Center Plaza | New York | NY | 10023 | PC | general business | $1,000 |
| Lincoln Center Theatre | ||||||
| 150 W 65th Street | New York | NY | 10023 | PC | general business | $10,000 |
| Linda P Freed Endow Scholarship | ||||||
| 722 West 168th Street | New york | NY | 10032 | PC | general use | $5,000 |
| Lost Tree Foundation | ||||||
| 8 Church Lane | North Palm Beach | FL | 33408 | PC | general business | $1,000 |
| Santa Fe Opera | ||||||
| 301 Opera Drive | Santa Fe | NM | 875062823 | PC | general business | $0 |
| The Fund For Park Avenue | ||||||
| 445 Park Avenue | New York | NY | 10022 | PC | general business | $2,000 |
| Soteria Precision Medicine | ||||||
| 11682 El Camino Real 100 | San Diego | CA | 92130 | PC | general business | $0 |
| National Board of Review | ||||||
| 40 w 37th Street Rm 501 | New York | NY | 10018 | PC | generl business | $10,000 |
| New York Edge | ||||||
| 58-12 Queens Blve 1 | Woodside | NY | 11377 | PC | general business | $5,000 |
| The 36 East 62nd Foundation | ||||||
| 36 E 62Nd St | New York | NY | 100658017 | PC | general business | $5,000 |
| NY Philharmonic | ||||||
| 10 Linclon Center Plaza | New York | NY | 10023 | PC | general business | $42,500 |
| The Asia Foundation | ||||||
| 465 California St 9th Floor | San Francisco | CA | 941041804 | PC | general business | $10,000 |
| The Economic Club of New York | ||||||
| 1 E 53rd St 5 North | New York | NY | 10022 | PC | general business | $0 |
| Norton Museum of Art | ||||||
| 1450 S Dixie Hhy | West Palm Beach | FL | 33401 | PC | general business | $0 |
| Frick Collection | ||||||
| 1 E 70th | New York | NY | 10021 | PC | general business | $6,750 |
| The Metropolitan Opera | ||||||
| 30 Lincoln Center Plaza | New York | NY | 10023 | PC | general business | $25,000 |
| The Rockefeller University | ||||||
| 1230 York Ave | New York | NY | 10065 | PC | generl business | $0 |
| Park Avenue Armory | ||||||
| 643 Park Avenue | New York | NY | 10065 | PC | general business | $30,000 |
| The Trustees of Columbia University | ||||||
| Low Memorial Library 535 W 116th St | New York | NY | 10027 | PC | general business | $0 |
| Planned Parenthood | ||||||
| 123 William Street | New York | NY | 10038 | PC | general business | $1,000 |
| Princeton University | ||||||
| PO Box 291 | Princeton | NJ | 08542 | PC | general business | $6,871 |
| First Capital Foundation | ||||||
| PO Box 7159 | York | PA | 17404 | PC | general business | $0 |
| Robin Hood | ||||||
| 326 Broadway 9th floor | New York | NY | 10003 | PC | general business | $6,000 |
| Fit Foundation | ||||||
| 6501 Avenida Ann Drive | Lago Vista | TX | 78645 | PC | general business | $1,500 |
| Rutgers Prep School | ||||||
| 1345 Easton Road | Somerset | NJ | 08873 | PC | general business | $0 |
| Florida Atlantic Unveristy | ||||||
| 777 Glades Road | Boca Raton | FL | 33431 | PC | general business | $1,000 |
| Society of the Four Arts | ||||||
| 100 Four Arts Plaza | Palm Beach | FL | 33480 | PC | general business | $10,000 |
| Linda P Freed Endow Scholarship | ||||||
| 722 West 168th Street 14th Floor | New York | NY | 10032 | PC | general use | $0 |
| Michael J Fox Fdn for Parkinson | ||||||
| 1350 Broadway Ste 1530 | New York | NY | 10018 | PC | general use | $1,000 |
| Museum of Modern Art | ||||||
| 11 W 53rd Street | New York | NY | 10019 | PC | general use | $4,500 |
| NJ Blue Chapter NSDAR | ||||||
| 1776 D Street NW | Washington | DC | 20006 | PC | general use | $117 |
| Urban Stages | ||||||
| 259 West 30th Street | New York | NY | 10001 | PC | general business | $7,000 |
| USTA Foundation | ||||||
| 70 W Red Oak Lane | White Plains | NY | 10604 | PC | general business | $17,000 |
| Values in Action Foundation | ||||||
| 6700 Beta Drive ste 120 | Mayfield Village | OH | 44143 | PC | general business | $2,000 |
| New York University | ||||||
| 50 West 4th Street | New York | NY | 10012 | PC | general use | $2,000 |
| NY Presbyterian Fund | ||||||
| PO Box 25667 | New York | NY | 10087 | PC | general use | $2,500 |
| Youth INC | ||||||
| 535 8th Avenue ste 1400 | New Yotk | NY | 10022 | PC | general business | $0 |
| Parks and Trails NY | ||||||
| 1 Steuben St | Albany | NY | 12214 | PC | general use | $1,000 |
| Phillips Exeter Academy | ||||||
| 55 Court Street | Exter | NH | 03833 | PC | general use | $35,000 |
| Friends of Chatauqua Library | ||||||
| 21 Miller Avenue | Chatauqua | NY | 14722 | PC | general business | $0 |
| Friends of Chatauqua Theatre | ||||||
| PO Box 1098 | Chautauqua | NY | 14722 | PC | general business | $1,000 |
| International Rescue Committee | ||||||
| PO Box 6068 | Albert Lea | MN | 56007 | PC | general ue | $5,000 |
| Intrnational Tennis Hall of Fame | ||||||
| 194 Bellevue Ave | Newport | RI | 02840 | PC | general business | $20,000 |
| Rogosin Insititue | ||||||
| 505 E 70th Street | New York | NY | 10021 | PC | general use | $5,000 |
| Rush University Medical Center | ||||||
| 1653 W Congress Parkway | Chicago | IL | 60612 | PC | general use | $10,000 |
| Sesame Workshop | ||||||
| 1900 Broadway 1 Lincoln Plaza | New York | NY | 10023 | PC | general use | $5,000 |
| Stride | ||||||
| 11720 Plaza America Dr | Reston | VA | 20190 | PC | general use | $1,000 |
| Graham Windham | ||||||
| 33 Irving Plaza | New York | NY | 10003 | PC | general use | $2,500 |
| The Doe Fund | ||||||
| 345 102nd Street | New York | NY | 10029 | PC | general business | $0 |
| Metropolitan Museum | ||||||
| 1000 Fifth Ave | New York | NY | 10028 | PC | general business | $0 |
| Chantauqua Dance Center | ||||||
| 1 Ames Ave | Chantauqua | NY | 14722 | PC | general business | $1,000 |
| The Women's Board of RUMC | ||||||
| 1725 W Harrison Street | Chicago | IL | 60612 | PC | general business | $0 |
| The Morgan Library Museum | ||||||
| 225 Madison Ave | New York | NY | 10016 | PC | general business | $2,000 |
| Thirteen WNET | ||||||
| 825 8th Ave | New York | NY | 10019 | PC | general busienss | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $485,048 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $819 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,209 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $547,650 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $577,678 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $577,678 | 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 | Peter Georgescu | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2630 | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,566,389 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2392 Apple common | $503,050 | 2025-04-29 |
| 1 | 5300 Apple common | $1,063,339 | 2025-06-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Corient accounting | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book value adjustment | Desc |
| Amt | $17,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Dept of Law | $50 | $50 |
| excise taxes paid | $8,125 |