GROSSMAN FAMILY PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GROSSMAN FAMILY PHILANTHROPIC FOUNDATION (EIN 20-5147463)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349104262
- Schema version
- 2025v4.0
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T15:45:19-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232426656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNO LISICKY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST SUITE 204 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | 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 | 205147463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSSMAN FAMILY PHILANTHROPIC | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROS | BusinessNameControlTxt |
| Phone | 9142737021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 BIRDSALL FARM DRIVE | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE D GROSSMAN | PersonNm |
| Person Title | DIRECTOR/VICE CHAIR | PersonTitleTxt |
| Phone | 9142737021 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT L BUCK | PreparerPersonNm |
| PTIN | P01068409 | PTIN |
| Phone | 6108218580 | PhoneNum |
| Preparation | 2026-05-14 | 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 | $15,031,029 | 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 | $146,607 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $146,607 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $451,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $451,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$63,156 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $255,799 | GrossSalesPriceAmt |
| Total Rev And Expnss | $535,074 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $598,230 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,845 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,345 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $28,703 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,441 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $382 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,548 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,786 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $382 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $484,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $484,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $527,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,786 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $485,049 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $566,444 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $161,585 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,629 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,629 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,889,036 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,889,036 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,904,197 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $7,902,394 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,003,990 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,942,425 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $127,910 | OtherAssetsBOYAmt |
| Other Assets EOY | $170,778 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $170,778 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,080,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,077,433 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,031,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,080,925 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,077,433 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,080,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,077,433 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,080,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,077,433 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,080,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,859 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,088,784 | SubtotalAmt |
| Other Decreases | $11,351 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,077,433 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN 5001 | P | $86,515 | $110,613 | -$24,098 | -$24,098 |
| JP MORGAN 5001 | P | $149,984 | $190,704 | -$40,720 | -$40,720 |
| K-1 IBEX ISRAEL FUND I, LLP | P | $17,638 | -$17,638 | -$17,638 | |
| K-1 IBEX ISRAEL FUND I, LLP | P | $18,330 | $18,330 | $18,330 | |
| K-1 IBEX PARTNERS (GAUZY) LP | P | $970 | $970 | $970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$63,156 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,874 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,874 | SubtotalAmt |
| Tax Based On Investment Income | $7,874 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,171 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,171 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,297 | OverpaymentAmt |
| Applied To ES Tax | $8,297 | 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 | RONALD GROSSMAN | IndividualWithBooksNm |
| Phone | 9142737021 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 BIRDSALL FARM DRIVE | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| RONALD GROSSMAN | ||||||||
| 20 BIRDSALL FARM DRIVE | ARMONK | NY | 10504 | DIRECTOR/CHA | 000.00 | $0 | $0 | $0 |
| MARILYNN P GROSSMAN | ||||||||
| 20 BIRDSALL FARM DRIVE | ARMONK | NY | 10504 | DIRECTOR/SEC | 000.00 | $0 | $0 | $0 |
| BRUCE D GROSSMAN | ||||||||
| 24 WRIGHTS MILL ROAD | ARMONK | NY | 10504 | DIRECTOR/VIC | 000.00 | $0 | $0 | $0 |
| DIANNE M GROSSMAN | ||||||||
| 24 WRIGHTS MILL ROAD | ARMONK | NY | 10504 | DIRECTOR/TRE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,949,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,950 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,005,552 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,005,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,855,469 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $492,773 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $492,773 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,874 | TotalTaxAmt |
| Distributable Before Adj | $484,899 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $484,899 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $484,899 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $485,049 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $485,049 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $484,899 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $424,010 | UndistributedIncomePYAmt |
| Qualifying Distributions | $485,049 | QualifyingDistributionsAmt |
| Applied To Year1 | $424,010 | AppliedToYear1Amt |
| Applied To Current Year | $61,039 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $423,860 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD GROSSMAN | ContributingManagerNm |
| Contributing Manager | MARILYNN P GROSSMAN | ContributingManagerNm |
| Contributing Manager | BRUCE D GROSSMAN | ContributingManagerNm |
| Contributing Manager | DIANNE M GROSSMAN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE | FL 17 | CHICAGO | IL | 60601 | PC | CHARITABLE | $1,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THRID AVENUE | NEW YORK | NY | 101583650 | PC | CHARITABLE | $50,000 | ||
| ARMONK FIRE DEPARTMENT | ||||||||
| 500 BEDFORD ROAD | ARMONK | NY | 10504 | PC | CHARITABLE | $500 | ||
| BIG VISION NYC NY | ||||||||
| 309 E 49TH ST | GROUND FLOOR | NEW YORK | NY | 10017 | PC | CHARITABLE | $2,500 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 3RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | PC | CHARITABLE | $5,000 | ||
| BYRAM HILLS EDUCATION | ||||||||
| PO BOX 872 | ARMONK | NY | 10504 | PC | CHARITABLE | $5,255 | ||
| CAMERA | ||||||||
| PO BOX 35040 | BOSTON | MA | 02135 | PC | CHARITABLE | $25,000 | ||
| IMPACT100 WESTCHESTER | ||||||||
| PO BOX 634 | HARTSDALE | NY | 10530 | PC | CHARITABLE | $4,000 | ||
| IMPOSSIBLE FOUNDATION | ||||||||
| 400 SAGINAW DRIVE | REDWOOD CITY | CA | 94063 | PC | CHARITABLE | $5,347 | ||
| JCCANY | ||||||||
| 57 WILLOUGHBY STREET | BROOKLYN | NY | 11201 | PC | CHARITABLE | $5,000 | JEWISH CHILD CARE ASSOCIATION | |
| JEWISH CENTER OF THE HAMPTONS | ||||||||
| 44 WOODS LANE | EAST HAMPTON | NY | 11937 | PC | CHARITABLE | $5,000 | ||
| LBJ FOUNDATION INC | ||||||||
| 2313 RED RIVER STREET | AUSTIN | TX | 78705 | PC | CHARITABLE | $5,000 | ||
| LITTLE BABY FACE FOUNDATION | ||||||||
| 135 EAST 74TH STREET | NEW YORK | NY | 10021 | PC | CHARITABLE | $10,000 | ||
| MAKING HEADWAY FOUNDATION | ||||||||
| 115 KING STREET | CHAPPAQUA | NY | 10514 | PC | CHARITABLE | $2,550 | ||
| NHC FOUNDATION | ||||||||
| 5 NEW HOPE COMMUNITY DR | PO BOX 289 | LOCH SHELDRAKE | NY | 12759 | PC | CHARITABLE | $5,000 | |
| SHRINERS HOSPITALS | ||||||||
| PO BOX 1525 | RANSON | WV | 25438 | PC | CHARITABLE | $25,000 | ||
| ST JUDE'S | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | CHARITABLE | $25,000 | ||
| THE FIRST TEE OF METROPOLITAN | ||||||||
| 3545 JEROME AVENUE | BRONX | NY | 10467 | PC | CHARITABLE | $5,181 | NEW YORK | |
| THE GREAT BOSTON FOOD BANK | ||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | PC | CHARITABLE | $5,000 | ||
| TUFTS UNIVERSITY PRISON INITIATIVE | ||||||||
| 419 BOSTON AVENUE | MEDFORD | MA | 02155 | PC | CHARITABLE | $10,000 | ||
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | CHARITABLE | $200,000 | ||
| WEIL CORNELL MEDICAL | ||||||||
| 1300 YORK AVE BOX 314 | NEW YORK | NY | 10005 | PC | CHARITABLE | $83,334 | COLLEGE HOSPITAL | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $484,667 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,607 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $451,623 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$63,156 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 IBEX ISRAEL-MISC. INCOM | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $535,074 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $535,074 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JPM 5001 - US FIXED | AT COST | $7,058,923 | $5,909,882 |
| K-1 IBEX ISRAEL FUND I | AT COST | $645,067 | $645,067 |
| K-1 IBEX PARTNERS (GAUZY) | AT COST | ||
| JPM 5001-300K SHS INTELLICHECK INC. | AT COST | $300,000 | $2,004,000 |
| JPM 5001-300K SHS RED CAT HOLDINGS | AT COST | $2,379,000 | |
| JPM 5001-3470 SHS GAUZY LTD | AT COST | $4,476 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOHN HANCOCK LIFE INSURANCE POLICIES | Desc |
| BOY Book Value | $127,910 | BOYBookValueAmt |
| EOY Book Value | $170,778 | EOYBookValueAmt |
| EOYFMV | $170,778 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $11,351 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $35 | ||
| CC FEES | |||
| CC INT EXP. | |||
| CC STATUTORY REPRESENTATION | |||
| CORP FILING FEE | $750 | ||
| CC DUES | $95 | ||
| K-1 IBEX ISRAEL FUND I | $26,992 | $26,992 | |
| K-1 IBEX ISRAEL FUND I | $3 | $3 | |
| K-1 IBEX PARTNERS (GAUZY) | $446 | $446 | |
| STATUTORY REPRESENTATION | $382 | $382 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ESTIMATED TAXES | ||
| FEDERAL EXCISE TAX | $9,500 | |
| K-1 IBEX ISRAEL FUND I - FOREIGN | $4,345 | $4,345 |