NEIL S HIRSCH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- NEIL S HIRSCH FOUNDATION (EIN 13-6881621)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202621259349102357
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T08:44:44-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136881621 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Neil S Hirsch Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEIL | BusinessNameControlTxt |
| Phone | 2129069000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 156 West 56th Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven N Rappaport | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2129069000 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| 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 | $125,341,007 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $506,615 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $506,615 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $506,615 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,505,167 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,505,167 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,505,167 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,197,157 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,138,958 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,197,157 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $23,640 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,640 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $23,640 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,232,579 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,232,579 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,035,422 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $230,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $10,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $220,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $103,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $11,650 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $91,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $401,963 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $401,963 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $401,963 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $157,376 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,500 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,500 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $892,639 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $425,113 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $425,113 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $311,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,176,633 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,176,633 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,069,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $425,113 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $425,113 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,487,783 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$836,693 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,807,466 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,610,309 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $118,959 | CashBOYAmt |
| Cash EOY | $344,617 | CashEOYAmt |
| Cash EOYFMV | $344,617 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $43,811,743 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,698,838 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,059,887 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $53,909,105 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $52,160,033 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $79,936,503 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $97,839,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,203,488 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $125,341,007 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $200,000 | GrantsPayableEOYAmt |
| 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 | $200,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $97,839,807 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $97,003,488 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $97,839,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $97,003,488 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,839,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,203,488 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $97,839,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$836,693 | ExcessRevenueOverExpensesAmt |
| Subtotal | $97,003,114 | SubtotalAmt |
| Other Decreases | -$374 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $97,003,488 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase G44393009 - Capital Gain Distributions | P | 2024-12-31 | 2025-12-31 | $278,103 | $0 | $0 | $278,103 | $0 | $0 | $0 | $278,103 |
| JPMorgan Chase G44393009 | P | 2025-01-01 | 2025-12-31 | $573,700 | $0 | $554,240 | $19,460 | $0 | $0 | $0 | $19,460 |
| JPMorgan Chase G44393009 | P | 2024-12-31 | 2025-12-31 | $10,203,942 | $0 | $8,734,725 | $1,469,217 | $0 | $0 | $0 | $1,469,217 |
| JPMorgan Chase G44402008 | P | 2025-01-01 | 2025-12-31 | $833,630 | $0 | $836,096 | -$2,466 | $0 | $0 | $0 | -$2,466 |
| JPMorgan Chase G44402008 | P | 2024-12-31 | 2025-12-31 | $2,027,172 | $0 | $1,794,090 | $233,082 | $0 | $0 | $0 | $233,082 |
| JPMorgan Chase G44403006 | P | 2025-01-01 | 2025-12-31 | $1,576,465 | $0 | $1,688,542 | -$112,077 | $0 | $0 | $0 | -$112,077 |
| JPMorgan Chase G44403006 | P | 2024-12-31 | 2025-12-31 | $1,639,897 | $0 | $1,323,042 | $316,855 | $0 | $0 | $0 | $316,855 |
| JPMorgan Chase G44404004 | P | 2025-01-01 | 2025-12-31 | $294,510 | $0 | $304,725 | -$10,215 | $0 | $0 | $0 | -$10,215 |
| JPMorgan Chase G44404004 | P | 2024-12-31 | 2025-12-31 | $1,682,431 | $0 | $1,727,753 | -$45,322 | $0 | $0 | $0 | -$45,322 |
| JPMorgan Chase G44405001 | P | 2025-01-01 | 2025-12-31 | $334,412 | $0 | $333,448 | $964 | $0 | $0 | $0 | $964 |
| JPMorgan Chase G44405001 | P | 2024-12-31 | 2025-12-31 | $2,694,696 | $0 | $2,645,140 | $49,556 | $0 | $0 | $0 | $49,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,197,157 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$104,334 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66,824 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66,824 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $66,824 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $97,452 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $172,452 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$172,452 | OriginalReturnOverpaymentAmt |
| Overpayment | $105,628 | OverpaymentAmt |
| Applied To ES Tax | $105,628 | 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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Steven N Rappaport | IndividualWithBooksNm |
| Phone | 2129069000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 156 West 56th Street Suite 1802 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Steven N Rappaport | ||||||||
| 156 West 56th Street Suite 1802 | New York | NY | 10019 | Trustee | 0.00 | $100,000 | $0 | $0 |
| Laura A De Luca | ||||||||
| 156 West 56th Street Suite 1802 | New York | NY | 10019 | Trustee | 0.00 | $130,000 | $0 | $0 |
| Judith A Garson | ||||||||
| 325 West End Avenue 10D | New York | NY | 10023 | Trustee | 0.00 | $0 | $0 | $0 |
| Robert Flug | ||||||||
| 1120 5th Avenue 5C | New York | NY | 10128 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RZ Capital LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 156 West 56th Street Suite 1802 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | accounting services | ServiceTypeTxt |
| Compensation | $100,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $120,726,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $171,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $120,897,938 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $120,897,938 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,813,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $119,084,469 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,954,223 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,954,223 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,824 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66,824 | TotalTaxAmt |
| Distributable Before Adj | $5,887,399 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,887,399 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,887,399 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,487,783 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,487,783 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,887,399 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,324,642 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $53,250 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,250 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,487,783 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,324,642 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $163,141 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $216,391 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $216,391 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,671,008 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Albert Einstein College of Medicine | ||||||
| 1300 Morris Park Avenue 7th Floor | Bronx | NY | 10461 | PC | Charitable | $200,000 |
| Big Dog Ranch Rescue | ||||||
| 14444 Okeechobee Blvd | Loxahatchee Groves | FL | 33470 | PC | Charitable | $25,000 |
| Blood Cancer United | ||||||
| 1201 15th Street NW Suite 410 | Washington | DC | 20005 | PC | Charitable | $500,000 |
| Bridgehampton Chamber Music | ||||||
| 575 Lexington 14th Floor | New York | NY | 10022 | PC | Charitable | $10,000 |
| Citizens' Committee For Children | ||||||
| 14 Wall Street Suite 4E | New York | NY | 10005 | PC | Charitable | $50,000 |
| Dana-Farber Cancer Institute Inc | ||||||
| 450 Brookline Avenue | Boston | MA | 02215 | PC | Charitable | $265,000 |
| Dress for Success | ||||||
| 6836 Forest Hill Boulevard | Greenacres | FL | 33413 | PC | Charitable | $50,000 |
| Dreyfoos School of the Arts Foundation | ||||||
| PO Box 552 | West Palm Beach | FL | 33402 | PC | Charitable | $100,000 |
| Education Through Music | ||||||
| 122 East 42nd Street Suite 1501 | New York | NY | 10168 | PC | Charitable | $50,000 |
| Foundation for the Advancement of Clinical TMS | ||||||
| 5034-A Thoroughbred Lane | Brentwood | TN | 37027 | PC | Charitable | $75,000 |
| Icahn School of Medicine at Mount Sinai | ||||||
| One Gustave L Levy Place Box 1049 | New York | NY | 10029 | PC | Charitable | $150,000 |
| Marlene Meyerson JCC Manhattan | ||||||
| 334 Amsterdam Avenue at 76th Street | New York | NY | 10023 | PC | Charitable | $200,000 |
| Louisiana Parole Project | ||||||
| PO Box 2029 | Baton Rouge | LA | 70821 | PC | Charitable | $5,000 |
| Make-A-Wish Foundation | ||||||
| 1702 E Highland Avenue Suite 400 | Phoenix | AZ | 85016 | PC | Charitable | $85,000 |
| Memorial Sloan Kettering Cancer Center | ||||||
| 633 Third Avenue 5th Floor | New York | NY | 10017 | PC | Charitable | $250,000 |
| Mount Sinai Health System | ||||||
| One Gustave L Levy Place Box 1049 | New York | NY | 10029 | PC | Charitable | $100,000 |
| Northeastern University | ||||||
| 360 Huntington Avenue | Boston | MA | 02115 | PC | Charitable | $50,000 |
| Nurse Family Partnership | ||||||
| 1035 Fifth Avenue No 10B | New York | NY | 10028 | PC | Charitable | $40,000 |
| NYU Langone Health | ||||||
| One Park Avenue 5th Floor | New York | NY | 10016 | PC | Charitable | $250,000 |
| Palm Beach State College Foundation | ||||||
| 640 Clematis Street 278 | West Palm Beach | FL | 33401 | PC | Charitable | $50,000 |
| PBS Foundation | ||||||
| 1225 South Clark Street | Arlington | VA | 22202 | PC | Charitable | $50,000 |
| Recovery Shot | ||||||
| 9452 Telephone Road 430 | Ventura | CA | 93004 | PC | Charitable | $66,633 |
| Sunset Polo International Inc | ||||||
| 12564 Mallet Circle | Wellington | FL | 33414 | PC | Charitable | $100,000 |
| The Arc of Palm Beach County | ||||||
| 1201 Australian Avenue | Riviera Beach | FL | 33404 | PC | Charitable | $600,000 |
| The Bridge Golf Foundation Inc | ||||||
| 33 West 116th Street | New York | NY | 10026 | PC | Charitable | $100,000 |
| The Hampton Library in Bridgehampton | ||||||
| PO Box 3025 | Bridgehampton | NY | 11932 | PC | Charitable | $125,000 |
| Washington University | ||||||
| 1 Brookings Drive | St Louis | MO | 63130 | PC | Charitable | $1,500,000 |
| WEDU PBS | ||||||
| 1300 North Boulevard | Tampa | FL | 33607 | PC | Charitable | $5,000 |
| West Palm Golf Community Trust Inc | ||||||
| 7301 Georgia Avenue | West Palm Beach | FL | 33405 | PC | Charitable | $100,000 |
| Wounded Warrior Project | ||||||
| PO Box 758516 | Topeka | KS | 66675 | PC | Charitable | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,176,633 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $506,615 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,505,167 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,942,695 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,954,477 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,954,477 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| RZ Capital LLC administrative | $100,000 | $90,000 |
| LMC Advisors, LLC consulting | $3,300 | $1,150 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMorgan Chase E52973006 | $0 | $0 |
| JPMorgan Chase G44393009 | $37,950,840 | $60,640,940 |
| JPMorgan Chase G44402008 | $4,474,551 | $6,879,662 |
| JPMorgan Chase G44403006 | $5,384,372 | $7,392,491 |
| JPMorgan Chase G44404004 | $4,350,270 | $5,023,410 |
| JPMorgan Chase G44405001 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | adjustment | Desc |
| Amt | -$374 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ordinary Gain | Desc |
| Revenue And Expenses Per Books | $23,640 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $23,640 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,640 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Foreign taxes withheld | $17,953 | $0 | $0 |
| Federal tax | $137,923 | $0 | $0 |
| NYS tax | $1,500 | $1,500 | $1,500 |