NELSON AND CLAUDIA PELTZ FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- NELSON AND CLAUDIA PELTZ FAMILY FOUNDATION (EIN 30-0181229)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202621259349100637
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T09:13:41-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522328316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAG ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 SEVENTH AVENUE 7TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | 300181229 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NELSON & CLAUDIA PELTZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NELS | BusinessNameControlTxt |
| Phone | 2124513000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 548 N COUNTY RD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NELSON PELTZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124513000 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GALINA PORTNOY | PreparerPersonNm |
| PTIN | P00969653 | PTIN |
| Phone | 2122751500 | PhoneNum |
| 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 | $32,816,159 | 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 | $788,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $788,367 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$52,418 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $999,197 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $995,132 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $735,949 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,783,499 | 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 |
| Taxes Rev And Expnss | $23,791 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,113 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $395 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $395 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,508 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,547,896 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,547,896 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,572,082 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,508 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,547,896 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$836,133 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,771,991 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $726,773 | CashBOYAmt |
| Cash EOY | $938,191 | CashEOYAmt |
| Cash EOYFMV | $938,191 | CashEOYFMVAmt |
| Corporate Stock BOY | $31,031,858 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,984,307 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,877,968 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $31,758,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,922,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,816,159 | 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 | $31,758,631 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,922,498 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,758,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,922,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,758,631 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,922,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,758,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$836,133 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $30,922,498 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,922,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMMON STOCK, 13,550 SHARES, SYSCO CORPORATION | PropertyDesc |
| Acquired | 2015-07-20 | AcquiredDt |
| Sold | 2025-05-21 | SoldDt |
| Gross Sales Price | $999,197 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,065 | CostOrOtherBasisAmt |
| Gain Or Loss | $995,132 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $995,132 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $995,132 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,631 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,631 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,631 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,244 | 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 | $15,244 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,387 | TaxDueAmt |
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 | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | NELSON PELTZ | IndividualWithBooksNm |
| Phone | 2124513000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 548 N COUNTY RD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NELSON PELTZ | ||||||||
| 548 N COUNTY RD | PALM BEACH | FL | 33480 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CLAUDIA PELTZ | ||||||||
| 548 N COUNTY RD | PALM BEACH | FL | 33480 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MATTHEW PELTZ | ||||||||
| 1428 N OCEAN BLVD | GULFSTREAM | FL | 33488 | TREASURER | 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 |
| 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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,168,270 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $961,844 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,130,114 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,130,114 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $526,952 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,603,162 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,730,158 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,730,158 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,631 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,631 | TotalTaxAmt |
| Distributable Before Adj | $1,705,527 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,705,527 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,705,527 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,547,896 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,547,896 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,705,527 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $314,837 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,306,488 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $980,784 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,337,728 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,939,837 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,547,896 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,547,896 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $157,631 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $157,631 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,782,206 | 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 | $157,206 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,625,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,306,488 | ExcessFromYear3Amt |
| Excess From Year2 | $980,784 | ExcessFromYear2Amt |
| Excess From Year1 | $1,337,728 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NELSON PELTZ | ContributingManagerNm |
| Contributing Manager | CLAUDIA PELTZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DOLPHINS CYCLING CHALLENGE INC | |||||||
| 347 DON SHULA DR | MIAMI GARDENS | FL | 33056 | NONE | PC | EXEMPT ACTIVITIES | $25,000 |
| YOGI'S HOUSE DBA EMMA KENNY FOUNDATION | |||||||
| PO BOX 6515 | WOODLAND HILLS | CA | 91365 | NONE | PC | EXEMPT ACTIVITIES | $35,000 |
| HSS FOUNDATION | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | EXEMPT ACTIVITIES | $220,000 |
| JEWISH FEDERATION ON PALM BEACH | |||||||
| 1 HARVARD CIR 100 | WEST PALM BEACH | FL | 33409 | NONE | PC | EXEMPT ACTIVITIES | $8,000 |
| MILKEN CENTER FOR ADVANCING THE AMERICAN DREAM | |||||||
| 730 15TH STREET NW 5TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | EXEMPT ACTIVITIES | $200,000 |
| NEW YORK PRESBYTERIAN | |||||||
| 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | EXEMPT ACTIVITIES | $400,000 |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | NONE | PC | EXEMPT ACTIVITIES | $4,000 |
| INNER CITY SCHOLARSHIP FUND | |||||||
| 1011 FISRT AVENUE SUITE 1800 | NEW YORK | NY | 10022 | NONE | PC | EXEMPT ACTIVITIES | $10,000 |
| ROGOSIN INSTITUTE | |||||||
| 504-506 EAST 74TH STREET STE 101 | NEW YORK | NY | 10021 | NONE | PC | EXEMPT ACTIVITIES | $30,000 |
| ST PATRICK CATHEDRAL LANDMARK FOUNDATION | |||||||
| 1011 FIRST AVE SUITE 1400 | NEW YORK | NY | 10022 | NONE | PC | EXEMPT ACTIVITIES | $100,000 |
| TEMPLE SHAARAY TEFILA | |||||||
| 89 BALDWIN ROAD | BEDFORD CORNERS | NY | 10549 | NONE | PC | EXEMPT ACTIVITIES | $25,000 |
| THE WRITING REVOLUTION | |||||||
| 90 BROAD STREET | NEW YORK | NY | 10004 | NONE | PC | EXEMPT ACTIVITIES | $50,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | NONE | PC | EXEMPT ACTIVITIES | $33,333 |
| BEDFORD RIDING LANES ASSOCIATION | |||||||
| PO BOX 178 | BEDFORD CORNERS | NY | 10506 | NONE | PC | EXEMPT ACTIVITIES | $10,000 |
| CONNECTICUT PUBLIC BROADCASTING | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PC | EXEMPT ACTIVITIES | $30,000 |
| COX SCIENCE CENTER & AQUARIUM | |||||||
| 4801 DREHER TRAIL NORTH | WEST PALM BEACH | FL | 33405 | NONE | PC | EXEMPT ACTIVITIES | $250,000 |
| FEED THE CHILDREN | |||||||
| 333 N MERIDIAN AVE | OKLAHOMA CITY | OK | 73101 | NONE | PC | EXEMPT ACTIVITIES | $10,563 |
| PALM BEACH JEWISH CENTERCHABAD HOUSE PALM BEACH | |||||||
| 361 SOUTH COUNTY ROAD D | PALM BEACH | FL | 33480 | NONE | PC | EXEMPT ACTIVITIES | $10,000 |
| SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVENUE | FAIRIELD | CT | 06825 | NONE | PC | EXEMPT ACTIVITIES | $10,000 |
| TEMPLE EMANU-EL OF PALM BEACH | |||||||
| 190 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | NONE | PC | EXEMPT ACTIVITIES | $25,000 |
| THE JEWISH LABOR COMMITTEE | |||||||
| 140 WEST 31ST STREET 2ND FL | NEW YORK | NY | 10001 | NONE | PC | EXEMPT ACTIVITIES | $25,000 |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW M201 | PALM BEACH | FL | 33480 | NONE | PC | EXEMPT ACTIVITIES | $2,000 |
| TUNNEL TO TOWERS | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | PC | EXEMPT ACTIVITIES | $10,000 |
| US 4 IDF INC | |||||||
| 3101 OCEAN PARK BLVD STE 100 153 | SANTA MONICA | CA | 90405 | NONE | PC | EXEMPT ACTIVITIES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,547,896 | 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 | $788,367 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$52,418 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $735,949 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $735,949 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FERRARI NV | $1,311,660 | $4,656,456 |
| MADISON (THE) SQUARE GARDEN | $252,848 | $342,970 |
| WENDYS COMPANY | $3,059,033 | $1,627,932 |
| FERGUSON ENTERPRISES | $5,966,054 | $7,466,120 |
| SYSCO | $13,285,287 | $12,639,088 |
| PROCTER & GAMBLE | $6,109,425 | $5,145,402 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $395 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $395 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX FILING | $12,678 | $0 | $0 |
| FOREIGN TAXES PAID | $11,113 | $11,113 | $0 |