JKW FOUNDATION TR UA 092597: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JKW FOUNDATION TR UA 092597 (EIN 13-7127165)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202611289349101841
- 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
- Form 990-PF
- Accounting Fees Schedule
- Dissolution Stmt
- Expenditure Responsibility Stmt
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T12:27:43-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 137127165 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JKW FOUNDATION TR UA 092597 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JKWF | BusinessNameControlTxt |
| Phone | 2122095412 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | KVANDEN HEUVEL-340 RIVERSIDE DR 8 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATRINA VANDEN HEUVEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122095412 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM RUBINFELD | PreparerPersonNm |
| PTIN | P01542370 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2026-05-08 | 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 | $352,040 | 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 |
| Dividends Rev And Expnss | $708,088 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $700,385 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,236,612 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,035,494 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,236,612 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $61,986 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $61,986 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,006,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,998,983 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,902 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,902 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $70,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $70,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $210,578 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $197,699 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,879 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,183 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,183 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $117 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $349,686 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $200,999 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100,531 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,901,272 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,906,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,250,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $200,999 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,007,431 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,244,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,797,984 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,305,414 | CashBOYAmt |
| Cash EOY | $181,573 | CashEOYAmt |
| Cash EOYFMV | $181,573 | CashEOYFMVAmt |
| US Government Obligations BOY | $8,903,362 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $162,418 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $162,958 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,470,800 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,989,397 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,927,871 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $923 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,509 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $35,596,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $344,914 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $352,040 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $35,596,844 | RetainedEarningBOYAmt |
| Retained Earning EOY | $344,914 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,596,844 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $344,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,596,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $344,914 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,596,844 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,244,272 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $352,572 | SubtotalAmt |
| Other Decreases | $7,658 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $344,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIDUCIARY TRUST #1700- PUBLICLY TRADED SECURITIES | P | 2025-12-31 | $3,486,761 | $2,300,148 | $1,186,613 | $1,186,613 |
| FIDUCIARY TRUST #1710- PUBLICLY TRADED SECURITIES | P | 2025-12-31 | $2,373,631 | $2,498,734 | -$125,103 | -$125,103 |
| JANUS HENDERSON MULTI-STRATEGY FUND LIMITED | P | 2025-12-31 | $2,172,859 | $2,000,000 | $172,859 | $172,859 |
| SECURITIES LITIGATION | P | 2025-12-31 | $271 | $271 | $271 | |
| CAPITAL GAINS FROM PARTNERSHIPS | P | 2025-12-31 | $1,972 | $1,972 | $1,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,236,612 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,992 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,992 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,154 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,154 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,162 | OverpaymentAmt |
| Applied To ES Tax | $5,162 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANCHIN BLOCK ANCHIN LLP | IndividualWithBooksNm |
| Phone | 2128403456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATRINA VANDEN HEUVEL | ||||||||
| 340 RIVERSIDE DRIVE 8B | NEW YORK | NY | 10025 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WENDY VANDEN HEUVEL | ||||||||
| 380 CONNECTICUT STREET | SAN FRANCISCO | CA | 94107 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIDUCIARY TRUST COMPANY INTERNATIONAL | |||||
| ONE MADISON AVENUE - STE 2000 | NEW YORK | NY | 10010 | INVESTMENT MANAGEMENT | $191,259 |
| MEAGHAN DICARLO | |||||
| 85 SAFRAN AVENUE | EDISON | NJ | 08837 | ACCOUNTING | $70,000 |
| 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 | $32,934,196 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $879,571 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,494 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,821,261 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,821,261 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $507,319 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,313,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,665,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,665,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,992 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,992 | TotalTaxAmt |
| Distributable Before Adj | $1,640,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,640,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,640,705 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,007,431 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,007,431 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,640,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $145,518 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,058,749 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $923,299 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,222,014 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,349,580 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,007,431 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,640,705 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $366,726 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,716,306 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,716,306 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $145,518 | ExcessFromYear4Amt |
| Excess From Year3 | $1,058,749 | ExcessFromYear3Amt |
| Excess From Year2 | $923,299 | ExcessFromYear2Amt |
| Excess From Year1 | $1,222,014 | ExcessFromYear1Amt |
| Excess From Current Year | $366,726 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANDRE CAILLOUX CENTER FOR PERFORMING ARTS AND CULTURAL JUSTICE | ||||||||
| 4109 CLARA ST | NEW ORLEANS | LA | 70115 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| ARTEQUITY COMMUNITY | ||||||||
| 556 S FAIR OAKS AVE STE 101 PMB 464 | PASADENA | CA | 911052657 | NONE | PC | PROGRAMMATIC SUPPORT | $30,000 | |
| ARTS AND CULTURAL ALLIANCE OF NEWPORT COUNTY INC | ||||||||
| PO BOX 4334 | MIDDLETOWN | RI | 02842 | NONE | PC | CENTER AQUIDNECK FOR "LIFE AFTER LIFE" LED BY REBECCA NOON | $2,500 | |
| AS 220 | ||||||||
| 95 MATHEWSON ST 204 | PROVIDENCE | RI | 029031848 | NONE | PC | HAUS OF GLITTER- 2025 STUDIO+RESEARCH+INTERNAL SYSTEMS CONSULTING | $25,000 | |
| ASHEVILLE CREATIVE ARTS INC | ||||||||
| 87 OLD COVE RD | BLACK MOUNTAIN | NC | 287118718 | NONE | PC | THE PEOPLE'S CREATIVE INSTITUTE | $75,000 | |
| ASSOCIATION FOR SLAVIC EAST EUROPEAN AND EURASIAN STUDIES | ||||||||
| 315 S BELLEFIELD AVE 203C | PITTSBURGH | PA | 152606424 | NONE | PC | GENERAL SUPPORT | $88,000 | |
| BARENBOIM-SAID FOUNDATION (USA) | ||||||||
| 435 RIVERSIDE DRIVE SUITE 122 | NEW YORK | NY | 100257764 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CAMPFIRE PROJECT INC | ||||||||
| 355 RIVERSIDE DRIVE SUITE 6W | NEW YORK | NY | 10025 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 NORTH ALAMEDA STREET NO 240 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| COMPANY ONE INC | ||||||||
| 539 TREMONT STREET NUMBER 202 | BOSTON | MA | 021166306 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CRUSHING COLONIALISM | ||||||||
| 1750 TYSONS BLVD 1500 | MCLEAN | VA | 22102 | NONE | PC | WORLD PRIDE 2025 TWO-SPIRIT YOUTH, ARTISTS' PROGRAMMING, ASL AND ACCESSIBILITY SERVICES | $42,000 | |
| DISTRACTED GLOBE FOUNDATION | ||||||||
| C/O ANCHIN - 3 TIMES SQUARE | NEW YORK | NY | 10036 | NONE | PF | GENERAL SUPPORT | $17,497,187 | |
| DREAMING STONE ARTS AND ECOLOGY CENTER | ||||||||
| 382 PLEASANT HILL ROAD | RUTHERFORDTON | NC | 28139 | NONE | PC | SANCTUARY MEDICINE RETREAT | $7,000 | |
| ELEPHANT CIRCLE | ||||||||
| 3548 G ROAD | PALISADE | CO | 81526 | NONE | PC | SEEDS FOR COMMUNITY WHOLENESS INC: THE TOOLSHED : WORKSHOPPING PARENTHOOD TOGETHER | $10,000 | |
| FOUNDATION FOR THE STUDY OF INDEPENDENT SOCIAL IDEAS INC | ||||||||
| 120 WALL ST 31ST FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| INSTITUTE FOR AMERICA'S FUTURE INC | ||||||||
| 1825 K STREET NW NO 400 | WASHINGTON | DC | 200061271 | NONE | PC | GENERAL SUPPORT | $37,500 | |
| JOURNALISM NEW ENGLAND | ||||||||
| 228 ASH POINT ROAD | HARPSWELL | ME | 04079 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| KAT CHARITABLE FOUNDATION INC | ||||||||
| C/O ANCHIN - 3 TIMES SQUARE | NEW YORK | NY | 10036 | NONE | PF | GENERAL SUPPORT | $17,497,185 | |
| KOPKIND COLONY | ||||||||
| 158 KOPKIND RD | GUILFORD | VT | 05301 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LOOKING GLASS ARTS INC | ||||||||
| PO BOX 259 | WEST FULTON | NY | 121940259 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| MANO A MANO MEXICAN CULTURE WITHOUT BORDERS | ||||||||
| 550 W 155TH ST | NEW YORK | NY | 100327801 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MASHPEE WAMPANOAG TRIBE | ||||||||
| 483 GREAT NECK RD SOUTH | MASHPEE | MA | 02649 | NONE | GOV | WEETUMU SCHOOL | $5,000 | |
| MAYSLES INSTITUTE INC | ||||||||
| 343 LENOX AVENUE | NEW YORK | NY | 10027 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| NATIONAL QUEER THEATER | ||||||||
| 138 SOUTH OXFORD ST | BROOKLYN | NY | 11217 | NONE | PC | FOR CRIMINAL QUEERNESS FESTIVAL | $10,000 | |
| NEW YORKERS FOR CULTURE AND ARTS INC | ||||||||
| 160 AVENUE OF THE AMERICAS | NEW YORK | NY | 100131674 | NONE | PC | CULTURE RETREAT | $5,000 | |
| NEWTOK VILLAGE COUNCIL | ||||||||
| PO BOX 5596 | NEWTOK | AK | 995595596 | NONE | GOV | LESSONS FROM NEWTOK | $5,000 | |
| NOTCH THEATRE COMPANY | ||||||||
| PO BOX 1144 | NEW YORK | NY | 100290312 | NONE | PC | CREATION STORY AND THE X COLLECTIVE | $7,000 | |
| OAKLAND LGBTQ COMMUNITY CENTER INC | ||||||||
| 490 LAKE PARK AVE UNIT 10530 | OAKLAND | CA | 946108019 | NONE | PC | TRANSCEND RETREAT | $20,000 | |
| PEN AMERICAN CENTER INC | ||||||||
| 588 BROADWAY NO 303 | NEW YORK | NY | 100125246 | NONE | PC | GENERAL SUPPORT | $770,000 | |
| PLUMA POETICA DEL ARTE INC | ||||||||
| 845 COLUMBUS AVE STE 3E | NEW YORK | NY | 10025 | NONE | PC | ARTISTIC PROGRAMS | $3,000 | |
| PRODUCER HUB INC | ||||||||
| 315 WEST 39TH ST 1003 | NEW YORK | NY | 10018 | NONE | PC | GROUNDWATER ARTS | $25,000 | |
| PUBLIC TRUST | ||||||||
| 4017 WALNUT ST | PHILADELPHIA | PA | 191043513 | NONE | PC | BLACK SPATIAL RELICS | $30,000 | |
| REFUGEE DEVELOPMENT CENTER INC | ||||||||
| 747 BROAD STREET | PROVIDENCE | RI | 02907 | NONE | PC | THE TRAINING AND MENTORSHIP PROGRAM | $10,000 | |
| SHINNECOCK INDIAN NATION | ||||||||
| PO BOX 5006 100 CHURCH ST SHINNECOC | SOUTHAMPTON | NY | 11969 | NONE | GOV | BOYS AND GIRLS CLUB OF THE SHINNECOCK NATION | $2,500 | COMMUNITY CENTER |
| SHINNECOCK INDIAN NATION | ||||||||
| PO BOX 5006 100 CHURCH ST SHINNECOC | SOUTHAMPTON | NY | 11969 | NONE | GOV | WUNEECHANUNK SHINNECOCK PRESCHOOL | $2,500 | COMMUNITY CENTER |
| ST ANN'S WAREHOUSE INC | ||||||||
| 45 WATER STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| ST CROIX FOUNDATION FOR COMMUNITY DEVELOPMENT | ||||||||
| PO BOX 1128 | CHRISTIANSTED | VI | 00821 | NONE | PC | FISCAL SPONSORSHIP OF CRUCIAN HERITAGE AND NATURE TOURISM TOWARDS THE EMERGENCY MICROGRANTS ST CROIX ORAL HISTORY PROJECT | $15,000 | |
| THE ALBUQUERQUE CENTER FOR PEACE AND JUSTICE | ||||||||
| 202 HARVARD DR SE | ALBUQUERQUE | NM | 87106 | NONE | PC | SW TWO SPIRIT SOCIETY | $10,000 | |
| THE CARE CENTER OF NEW YORK | ||||||||
| 2763 EASTCHESTER ROAD | NEW YORK | NY | 10469 | NONE | PC | SUMMER FESTIVALS- JUNE -OCTOBER | $3,000 | |
| THE CENTER FOR ECONOMIC CHANGE AND SOCIAL CHANGE INC | ||||||||
| 800 W BUENA AVE | CHICAGO | IL | 60613 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| THE CHILDREN'S AID SOCIETY | ||||||||
| 117 W 124TH STREET | NEW YORK | NY | 10027 | NONE | PC | GENERAL SUPPORT | $15,900 | |
| THE MANTON AVENUE PROJECT | ||||||||
| 55 PUTNAM ST | PROVIDENCE | RI | 02909 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| THE MOVEMENT THEATRE COMPANY INC | ||||||||
| 279 W 117TH ST 2Q | NEW YORK | NY | 10026 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| THEATRE BAY AREA | ||||||||
| 499 ALABAMA STREET 450 | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| THEATRE OF THE OPPRESSED NYC | ||||||||
| 758 8TH AVENUE SUITE 300 | NEW YORK | NY | 100367001 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| PO BOX 71332 | PHILADELPHIA | PA | 19176 | NONE | PC | MIDDLE PASSAGES AND RETURN | $5,000 | |
| UBUNTU THEATER PROJECT INC | ||||||||
| 1501 MARTIN LUTHER KING JUNIOR WAY | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| UNDER THE RADAR FESTIVAL INC | ||||||||
| 157 13TH ST THE YARD SUITE 217 | BROOKLYN | NY | 112154702 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| UNITING RESILIENCE | ||||||||
| 1329 EGLIN STREET BOX 271 | RAPID CITY | SD | 57701 | NONE | PC | 3RD ANNUAL BLACK HILLS TWO-SPIRIT POW-WOW. | $10,000 | |
| UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC | ||||||||
| 134 HICKS WAY | AMHERST | MA | 01003 | NONE | PC | ELLSBERG INITIATIVE FOR PEACE & DEMOCRACY | $5,000 | |
| WORLD CENTAL KITCHEN INC | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLR | WASHINGTON | DC | 20001 | NONE | PC | LA FIRE SUPPORT | $10,000 | |
| ZACCHO S F | ||||||||
| 1777 YOSEMITE AVE 330 | SAN FRANCISCO | CA | 94124 | NONE | PC | GENERAL SUPPORT | $60,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,901,272 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $708,088 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,986 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,236,612 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,006,686 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,006,686 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $70,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70,000 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| DISTRACTED GLOBE FOUNDATION | |||||
| C/O ANCHIN - 3 TIMES SQUARE | NEW YORK | NY | 10036 | THE ASSETS DISTRIBUTED CONSISTED PRIMARILY OF PUBLICLY TRADED EQUITY SECURITIES, EXCHANGE TRADED FUNDS, FIXED INCOME SECURITIES, AND CASH EQUIVALENTS HELD BY THE FOUNDATION. ALL ASSETS WERE TRANSFERRED AT THEIR FAIR MARKET VALUE AS OF THE RESPECTIVE DATES OF DISTRIBUTION. | $17,497,187 |
| KAT CHARITABLE FOUNDATION INC | |||||
| C/O ANCHIN - 3 TIMES SQUARE | NEW YORK | NY | 10036 | THE ASSETS DISTRIBUTED CONSISTED PRIMARILY OF PUBLICLY TRADED EQUITY SECURITIES, EXCHANGE TRADED FUNDS, FIXED INCOME SECURITIES, AND CASH EQUIVALENTS HELD BY THE FOUNDATION. ALL ASSETS WERE TRANSFERRED AT THEIR FAIR MARKET VALUE AS OF THE RESPECTIVE DATES OF DISTRIBUTION. | $17,497,185 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt |
|---|---|---|---|---|---|---|---|
| DISTRACTED GLOBE FOUNDATION | |||||||
| C/O ANCHIN - 3 TIMES SQUARE | NEW YORK | NY | 10036 | 2025-09-02 | $17,497,187 | THE FUNDS SO TRANSFERRED MUST BE USED SPECIFICALLY FOR GRANTS TO ORGANIZATIONS WHICH QUALIFY AS PUBLIC CHARITIES WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE"), AND SOLELY FOR CHARITABLE AND EXEMPT PURPOSES AS DEFINED UNDER SECTION 501(C)(3) OF THE CODE. THE GRANTEE IS REQUIRED TO NOTIFY THE FOUNDATION IF THERE IS ANY CHANGE IN ITS STATUS AS A PRIVATE FOUNDATION. ANY FUNDS NOT EXPENDED IN ACCORDANCE WITH THE TERMS OF THE GRANT MUST BE RETURNED TO THE FOUNDATION. THE GRANT WAS MADE PURSUANT TO A WRITTEN GRANT AGREEMENT REQUIRING THE GRANTEE TO PROVIDE AN ANNUAL WRITTEN REPORT ON THE EXPENDITURE OF GRANT FUNDS WITHIN SIXTY (60) DAYS OF THE CLOSE OF ITS TAXABLE YEAR. THE FOUNDATION WILL CONTINUE TO MONITOR AND REPORT ON THE GRANT ANNUALLY UNTIL ALL GRANT FUNDS HAVE BEEN FULLY EXPENDED. | THERE HAS BEEN NO DIVERSION OF FUNDS BY THE GRANTEE. |
| KAT CHARITABLE FOUNDATION INC | |||||||
| C/O ANCHIN - 3 TIMES SQUARE | NEW YORK | NY | 10036 | 2025-09-02 | $17,497,185 | THE FUNDS SO TRANSFERRED MUST BE USED SPECIFICALLY FOR GRANTS TO ORGANIZATIONS WHICH QUALIFY AS PUBLIC CHARITIES WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE"), AND SOLELY FOR CHARITABLE AND EXEMPT PURPOSES AS DEFINED UNDER SECTION 501(C)(3) OF THE CODE. THE GRANTEE IS REQUIRED TO NOTIFY THE FOUNDATION IF THERE IS ANY CHANGE IN ITS STATUS AS A PRIVATE FOUNDATION. ANY FUNDS NOT EXPENDED IN ACCORDANCE WITH THE TERMS OF THE GRANT MUST BE RETURNED TO THE FOUNDATION. THE GRANTEE IS REQUIRED TO EXPEND THE FUNDS SOLELY FOR CHARITABLE PURPOSES. THE GRANT WAS MADE PURSUANT TO A WRITTEN GRANT AGREEMENT REQUIRING THE GRANTEE TO PROVIDE AN ANNUAL WRITTEN REPORT ON THE EXPENDITURE OF GRANT FUNDS WITHIN SIXTY (60) DAYS OF THE CLOSE OF ITS TAXABLE YEAR. THE FOUNDATION WILL CONTINUE TO MONITOR AND REPORT ON THE GRANT ANNUALLY UNTIL ALL GRANT FUNDS HAVE BEEN FULLY EXPENDED. | THERE HAS BEEN NO DIVERSION OF FUNDS BY THE GRANTEE. |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $162,418 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $162,958 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CERBERUS INTERNATIONAL SPV, LTD CLASS A - 2.0036 SHS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $923 | BookValueAmt |
| EOYFMV | $7,509 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | STATEMENT PURSUANT TO GENERAL INSTRUCTION T OF THE FORM 990PF INSTRUCTIONS LIQUIDATION, DISSOLUTION, TERMINATION, OR SUBSTANTIAL CONTRACTION: DURING THE TAX YEAR ENDED DECEMBER 31, 2025, THE FOUNDATION EXPERIENCED A SUBSTANTIAL CONTRACTION WITHIN THE MEANING OF GENERAL INSTRUCTION T OF THE INSTRUCTIONS TO FORM 990-PF AND TREASURY REGULATION 1.6043-3. DURING THE YEAR, THE FOUNDATION TRANSFERRED A SUBSTANTIAL PORTION OF ITS ASSETS AS PART OF A PLAN TO SIGNIFICANTLY REDUCE ITS ACTIVITIES AND HOLDINGS. THE FOUNDATION DID NOT DISSOLVE UNDER STATE LAW DURING THE YEAR, NOR DID IT COMPLETE A FINAL TERMINATION OF ITS STATUS AS A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 507 OF THE INTERNAL REVENUE CODE. HOWEVER, THE TRANSFERS OF ASSETS CONSTITUTED A SUBSTANTIAL CONTRACTION OF THE FOUNDATION'S ASSETS AND ACTIVITIES. DESCRIPTION OF TRANSACTIONS: PURSUANT TO RESOLUTIONS ADOPTED BY THE TRUSTEES ON SEPTEMBER 2, 2025, THE FOUNDATION TRANSFERRED ASSETS TO THE FOLLOWING PRIVATE FOUNDATIONS IN FURTHERANCE OF ITS CHARITABLE PURPOSES: DISTRACTED GLOBE FOUNDATION EIN: 36-4667713 C/O ANCHIN - 3 TIMES SQUARE NEW YORK, NY 10036 KAT CHARITABLE FOUNDATION INC. EIN: 38-3721298 C/O ANCHIN - 3 TIMES SQUARE NEW YORK, NY 10036 THE ASSETS TRANSFERRED CONSISTED PRIMARILY OF MARKETABLE SECURITIES AND CASH EQUIVALENTS. THE FAIR MARKET VALUE OF THE ASSETS TRANSFERRED DURING THE YEAR WAS APPROXIMATELY $34,994,372, DETERMINED AS OF THE DATES OF TRANSFER. USE OF ASSETS: EACH TRANSFER WAS MADE PURSUANT TO A WRITTEN GRANT AGREEMENT RESTRICTING THE USE OF THE TRANSFERRED ASSETS SOLELY TO CHARITABLE AND EXEMPT PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND SPECIFICALLY FOR GRANTS TO ORGANIZATIONS QUALIFYING AS PUBLIC CHARITIES DESCRIBED IN SECTION 509(A) OF THE CODE. GOVERNING DOCUMENTS: A CERTIFIED COPY OF THE TRUSTEES' RESOLUTIONS AND THE APPLICABLE GRANT AGREEMENTS AUTHORIZING AND GOVERNING THE TRANSFERS IS AVAILABLE AND HAS NOT BEEN PREVIOUSLY FILED WITH THE INTERNAL REVENUE SERVICE. CONTINUING STATUS: FOLLOWING THE TRANSACTIONS DESCRIBED ABOVE, THE FOUNDATION CONTINUED TO EXIST AS A PRIVATE FOUNDATION AND DID NOT COMPLETE A FULL LIQUIDATION, DISSOLUTION, OR TERMINATION DURING THE TAX YEAR. ANY REMAINING ASSETS WILL CONTINUE TO BE ADMINISTERED IN FURTHERANCE OF THE FOUNDATION'S CHARITABLE PURPOSES. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,902 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,902 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $7,658 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FEES | $750 | $0 | $750 |
| REIMBURSEMENT TO THE ESTATE OF JEAN STEIN | $8,156 | $0 | $0 |
| OTHER DEDUCTIONS | $117 | $117 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET SECTION 1293 QEF ORDINARY INCOME | $61,925 | $61,925 | $61,925 |
| ROYALTIES | $61 | $61 | $61 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION SOURCE MANAGEMENT FEES | $19,319 | $6,440 | $12,879 |
| FIDUCIARY TRUST COMPANY INVESTMENT FEES | $191,259 | $191,259 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX ON NET INVESTMENT INCOME | $40,000 | $0 | $0 |
| FOREIGN TAX PAID | $3,183 | $3,183 | $0 |