ROBBINS FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBBINS FOUNDATION INC (EIN 13-3745914)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349104852
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T15:56:57-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 E MAIN STREET | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | 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 | 133745914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBBINS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CLIFTON S ROBBINS AS TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBB | BusinessNameControlTxt |
| Phone | 2037084000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 NORTH LAKE WAY | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLIFTON S ROBBINS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2034226546 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEANNETTE M REPACI | PreparerPersonNm |
| PTIN | P00358101 | PTIN |
| Phone | 2037084000 | 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 | $2,536,375 | 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 |
| Interest On Sav Rev And Expnss | $386 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $386 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $131,385 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,385 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,366 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $861,987 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $115,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,771 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,018 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,009 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,009 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,368 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $170 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,806 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,179 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,259 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,017,259 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,017,259 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,024,065 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,179 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,019,518 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$908,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $129,592 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,129,195 | CashBOYAmt |
| Cash EOY | $2,536,375 | CashEOYAmt |
| Cash EOYFMV | $2,536,375 | CashEOYFMVAmt |
| Corporate Stock BOY | $847,226 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,976,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,536,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,536,375 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $18,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $18,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $18,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,000 | 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 | $2,958,421 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,518,375 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,958,421 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,518,375 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,976,421 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,536,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,958,421 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$908,660 | ExcessRevenueOverExpensesAmt |
| Other Increases | $504,579 | OtherIncreasesAmt |
| Subtotal | $2,554,340 | SubtotalAmt |
| Other Decreases | $35,965 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,518,375 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SOUNDHOUND AI INC | P | $506,641 | $362,853 | $143,788 | $143,788 |
| BLUE OWL CAPITAL INC | P | $355,346 | $515,500 | -$160,154 | -$160,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,366 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$16,366 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,801 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,801 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,801 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,870 | 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 | $1,870 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $69 | OverpaymentAmt |
| Applied To ES Tax | $69 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CLIFTON S ROBBINS | IndividualWithBooksNm |
| Phone | 2034226546 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 NORTH LAKE WAY | 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CLIFTON S ROBBINS | ||||||||
| 1000 NORTH LAKE WAY | PALM BEACH | FL | 33480 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| EDWIN ROBBINS | ||||||||
| 1 LAKE TRAIL CIRCLE | PALM BEACH | FL | 33480 | VICE-PRESIDENT | 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) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,219 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,183,853 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,191,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,191,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,866 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,143,206 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $157,160 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $157,160 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,801 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,801 | TotalTaxAmt |
| Distributable Before Adj | $155,359 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $155,359 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $155,359 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,019,518 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,019,518 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,359 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $466,174 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $695,399 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,219,888 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $402,190 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $428,969 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,212,620 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,019,518 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $155,359 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $864,159 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,076,779 | 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 | $466,174 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,610,605 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $695,399 | ExcessFromYear4Amt |
| Excess From Year3 | $2,219,888 | ExcessFromYear3Amt |
| Excess From Year2 | $402,190 | ExcessFromYear2Amt |
| Excess From Year1 | $428,969 | ExcessFromYear1Amt |
| Excess From Current Year | $864,159 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLIFTON S ROBBINS | 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 |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC | |||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING PURPOSE | $5,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING PURPOSE | $100,000 |
| ATLANTIC GOLF CLUB EDUCATIONAL FUND INC | |||||||
| PO BOX 1890 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | GENERAL OPERATING PURPOSE | $500 |
| ATLANTIC GOLF CLUB FOUNDATION | |||||||
| 1040 SCUTTLE HOLE RD PO BOX 1890 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | GENERAL OPERATING PURPOSE | $1,500 |
| BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING PURPOSE | $1,000 |
| CENTER FOR REPRODUCTIVE RIGHTS INC | |||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING PURPOSE | $10,000 |
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||
| 615 W 131ST ST 8741 | NEW YORK | NY | 10027 | NONE | PC | GENERAL OPERATING PURPOSE | $2,500 |
| CONGREGATION RODEPH SHOLOM | |||||||
| 7 W 83RD ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING PURPOSE | $20,950 |
| HARVARD UNIVERSITY | |||||||
| 1033 MASSACHUSETTS AVENUE 3RD FL | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL OPERATING PURPOSE | $400,000 |
| JEWISH FEDERATION OF PALM BEACH COUNTY INC | |||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL OPERATING PURPOSE | $66,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING PURPOSE | $100,000 |
| MORSELIFE FOUNDATION INC | |||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PC | GENERAL OPERATING PURPOSE | $27,500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING PURPOSE | $125,000 |
| NEW YORK-PRESBYTERIAN FUND INC | |||||||
| 525 EAST 68TH STREET BOX 156 | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING PURPOSE | $20,000 |
| PALM BEACH COUNTRY CLUB FOUNDATION INC | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | NONE | PC | GENERAL OPERATING PURPOSE | $4,000 |
| PLAY FOR PINK INC | |||||||
| 28 WEST 44TH STREET 609 | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING PURPOSE | $1,000 |
| SAINT SOPHIA GREEK ORTHODOX CATHEDRAL | |||||||
| 2815 36TH ST NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL OPERATING PURPOSE | $1,000 |
| TEMPLE EMANU-EL OF PALM BEACH INC | |||||||
| 190 N COUNTY RD | PALM BEACH | FL | 33480 | NONE | PC | GENERAL OPERATING PURPOSE | $7,200 |
| TEMPLE SHOLOM INC | |||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PC | GENERAL OPERATING PURPOSE | $28,109 |
| THE FOX CLUB UNDERGRADUATE ASSOCIATION INC | |||||||
| 44 JOHN F KENNEDY STREET | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL OPERATING PURPOSE | $25,000 |
| THE JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES INC | |||||||
| 463 7TH AVE | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING PURPOSE | $5,000 |
| THE SOCIETY OF THE FOUR ARTS INC | |||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PC | GENERAL OPERATING PURPOSE | $50,000 |
| TOWN OF PALM BEACH UNITED WAY INC | |||||||
| 44 COCOANUT ROW M-201 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL OPERATING PURPOSE | $4,000 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING PURPOSE | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,017,259 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $386 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,385 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$16,366 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $115,405 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,405 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,018 | Amt |
| Net Investment Income | $2,009 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,009 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $35,965 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $420 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $170 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING DIFFERENCES | $473,140 |
| UNREALIZED APPRECIATION IN ASSETS | $31,439 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS PAYMENT | CategoryTxt |
| Amt | $2,368 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |