STRATEGY STUDIO / PUBLIC DATA EXPLORER

GWEN LIBSTAG FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
GWEN LIBSTAG FAMILY FOUNDATION (EIN 47-4412678)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202621349349102447
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

FieldValueIRS element (for citing)
Return2026-05-14T12:26:23-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Manhattan WestAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474412678EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Gwen Libstag Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% GOLDMAN SACHS PFOInCareOfNm
Business Name ControlGWENBusinessNameControlTxt
Phone2129028711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 73 BOWLING GREEN STATIONAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP102740073ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGWEN LIBSTAGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2129028711PhoneNum
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristine DiIonnaPreparerPersonNm
PTINP00999533PTIN
Phone2127733000PhoneNum
Preparation2026-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,801,863FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,700,173ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,684InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,684InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$280,828DividendsRevAndExpnssAmt
Dividends Net Invst Incm$280,828DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,355,345NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,431,748GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,355,345CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$47,550OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$47,550OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,387,580TotalRevAndExpnssAmt
Total Net Invst Incm$2,687,407TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,350AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,350AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$125,284OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$125,284OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$407InterestRevAndExpnssAmt
Interest Net Invst Incm$407InterestNetInvstIncmAmt
Taxes Rev And Expnss$354,705TaxesRevAndExpnssAmt
Taxes Net Invst Incm$435TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$750OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$750OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$485,846TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$128,476TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,454,989ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,454,989ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,940,835TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$128,476TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,458,089TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,446,745ExcessRevenueOverExpensesAmt
Net Investment Income$2,558,931NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$28,521CashBOYAmt
Sav And Temp Cash Invst BOY$195,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$63,893SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$63,893SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,436,832CorporateStockBOYAmt
Corporate Stock EOY$2,858,099CorporateStockEOYAmt
Corporate Stock EOYFMV$3,695,338CorporateStockEOYFMVAmt
Other Investments BOY$16,014,956OtherInvestmentsBOYAmt
Other Investments EOY$21,592,659OtherInvestmentsEOYAmt
Other Investments EOYFMV$26,042,632OtherInvestmentsEOYFMVAmt
Total Assets BOY$23,675,309TotalAssetsBOYAmt
Total Assets EOY$24,514,651TotalAssetsEOYAmt
Total Assets EOYFMV$29,801,863TotalAssetsEOYFMVAmt
Other Liabilities BOY$42,542OtherLiabilitiesBOYAmt
Other Liabilities EOY$42,999OtherLiabilitiesEOYAmt
Total Liabilities BOY$42,542TotalLiabilitiesBOYAmt
Total Liabilities EOY$42,999TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$23,632,767CapitalStockBOYAmt
Capital Stock EOY$24,471,652CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$23,632,767TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,471,652TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$23,675,309TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,514,651TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$23,632,767TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,446,745ExcessRevenueOverExpensesAmt
Other Increases$1,107,587OtherIncreasesAmt
Subtotal$26,187,099SubtotalAmt
Other Decreases$1,715,447OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$24,471,652TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES - GS 1947$3,859,617$1,844,016$2,015,601$2,015,601
PUBLICLY TRADED SECURITIES - GS 2036$1,165,465$1,185,644-$20,179-$20,179
PUBLICLY TRADED SECURITIES - GS 2652$2,357,476$2,047,812$310,733$309,664
CAPITAL GAIN DIVIDENDS$49,190P
CAPITAL GAIN DIVIDENDS$49,190P
CAPITAL GAIN DIVIDENDS$49,190P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,355,345CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$35,569InvestmentIncomeExciseTaxAmt
Subtotal$35,569SubtotalAmt
Tax Based On Investment Income$35,569TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$30,222EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$40,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$70,222TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$34,653OverpaymentAmt
Applied To ES Tax$34,653AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GOLDMAN SACHS PFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2129028711PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 WEST STREETAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10282ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGWEN R LIBSTAGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 73 BOWLING GREEN STATIONAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP102740073ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Goldman Sachs & Co LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 West StreetAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10282ZIPCd
FieldValueIRS element (for citing)
Service TypeINVEST MANAGEMENTServiceTypeTxt
Compensation$125,284CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$26,801,802AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$145,397AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$488,903FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,436,102TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$27,436,102AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$411,542CashDeemedCharitableAmt
Net Vl Noncharitable Assets$27,024,560NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,351,228MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,351,228MinimumInvestmentReturnAmt
Tax Based On Investment Income$35,569TaxBasedOnInvestmentIncomeAmt
Total Tax$35,569TotalTaxAmt
Distributable Before Adj$1,315,659DistributableBeforeAdjAmt
Distributable Before Ded$1,315,659DistributableBeforeDedAmt
Distributable As Adjusted$1,315,659DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,458,089ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$3,458,089QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,315,659DistributableAsAdjustedAmt
Undistributed Income PY$1,189,349UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Total For Prior Years$947,566TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,458,089QualifyingDistributionsAmt
Applied To Year1$1,189,349AppliedToYear1Amt
Applied To Prior Years$947,566AppliedToPriorYearsAmt
Applied To Current Year$1,315,659AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,515RemainingDistriFromCorpusAmt
Total Corpus$5,515TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$5,515ExcessDistriCyovToNextYrAmt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$5,515ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGWEN R LIBSTAGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Goldman Sachs Gives
200 West StreetNEW YORKNY10282NONEPCGeneral Purpose$751,693
Goldman Sachs Gives
200 West StreetNEW YORKNY10282NONEPCGeneral Purpose$955,000
Goldman Sachs Gives
200 West StreetNEW YORKNY10282NONEPCGENERAL PURPOSE$1,748,296
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,454,989TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,684ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$280,828ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,355,345ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
PASSTHROUGH INCOME01$47,426
MISCELLANEOUS INCOME01$124

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,687,407ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,687,407TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
GWEN R LIBSTAG
1PO BOX 73 BOWLING GREEN STATIONNEW YORKNY102740073$1,700,463Yes (X)Yes (X)
THE GWEN R LIBSTAG REVOCABLE TRUST
2PO BOX 73 BOWLING GREEN STATIONNEW YORKNY102740073$999,710Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
12,214 SHS GOLDMAN SACHS GROUP, INC$1,700,4632025-09-10
21,112 SHS GOLDMAN SACHS GROUP, INC$999,7102025-12-29

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,700Amt
Net Investment Income$2,350NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,350DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

FieldValueIRS element (for citing)
Contractor PersonGoldman Sachs Co LLCContractorPersonNm
ExplanationPROVIDE INVESTMENT MANAGEMENT SERVICESExplanationTxt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHEDStockNm
EOY Book Value$2,858,099EOYBookValueAmt
EOYFMV$3,695,338EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSEE ATTACHEDCategoryOrItemTxt
Book Value$21,592,659BookValueAmt
EOYFMV$26,042,632EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
APPRECIATION OVER DONOR'S COST BASIS FOR$0
STOCK DONATED TO THE FOUNDATION$1,715,447

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEESDesc
Revenue And Expenses Per Books$750RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Passthrough Income$47,426$47,426
MISCELLANEOUS INCOME$124$124

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
APPRECIATION OVER DONOR'S COST BASIS FOR$0
STOCK DONATED OUT OF THE FOUNDATION$1,107,587

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescGS #652 - PUTS/CALLSDesc
BOY Book Value$42,542BOYBookValueAmt
EOY Book Value$42,999EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$125,284Amt
Net Investment Income$125,284NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAXES PAID$354,270
FOREIGN TAXES PAID$435$435