2024-09-18T14:23:07-05:00 2023-12-31 522328316 TAG ASSOCIATES LLC 810 SEVENTH AVENUE 7TH FLOOR NEW YORK NY 10019 990PF 2023-01-01 133557827 THE LENI & PETER MAY FAMILY FOUNDATION LENI 2124513000 320 DUNBAR RD PALM BEACH FL 33480 LENI MAY DIRECTOR 2124513000 2024-09-18 1 0 GALINA PORTNOY P00969653 2122751500 2023 2024-08-08 14:25:15Z X X 7161381 X 4208250 65206 65206 135276 3630442 3064756 4408732 3129962 0 0 0 86469 86469 0 86469 86469 0 1895000 1895000 1981469 86469 1895000 2427263 3043493 43582 765334 765334 20913 16799 16799 3037543 4782933 6377827 0 1421 1421 3102038 5566487 7161381 175 175 175 175 X 3101863 5566312 0 0 0 0 3101863 5566312 3102038 5566487 3101863 2427263 37186 5566312 0 5566312 2 SHS OF ADOBE INC P 2022-04-29 2023-03-10 661 808 -147 -147 55 SHS OF ADOBE INC P 2022-09-30 2023-03-10 18177 15346 2831 2831 36 SHS OF ADOBE INC P 2022-09-30 2023-06-08 15650 10045 5605 5605 438 SHS OF ALPHABET INC CL A P 2023-03-10 2023-06-08 53401 39766 13635 13635 12 SHS OF WALT DISNEY 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TREASURER 0.00 0 0 0 JONATHAN MAY 110 RIVERSIDE DRIVE APT 14F NEW YORK NY 10024 DIRECTOR 0.00 0 0 0 LESLIE MAY 1175 PARK AVE 3C NEW YORK NY 10128 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 0 4531941 277245 -111458 4697728 0 0 4697728 70466 4627262 231363 231363 42305 42305 189058 0 189058 0 189058 1895000 0 1895000 189058 0 0 774205 258824 1033029 1895000 0 0 0 189058 1705942 0 0 2738971 0 0 0 0 0 0 0 2738971 774205 258824 1705942 PETER W MAY LENI F MAY X MOUNT SINAI HEALTH SYSTEM ONE GUSTAVE L LEVY PLACE BOX 1049 NEW YORK NY 10029 NONE EXEMPT IRC SEC 501(C EXEMPT ACTIVITIES 500000 UNIVERSITY OF CHICAGO 5235 SOUTH HARPER COURT SUITE 427-06 CHICAGO IL 60615 NONE EXEMPT IRC SEC 501(C EXEMPT ACTIVITIES 950000 JEWISH FEDERATION OF PALM BEACH COUNTY 1 HARVARD CIRCLE STE 100 WEST PALM BEACH FL 33409 NONE EXEMPT IRC SEC 501(C EXEMPT ACTIVITIES 150000 SIMON WIESENTHAL CENTER 1399 SOUTH ROXBURY DRIVE LOS ANGELES CA 90035 NONE EXEMPT IRC SEC 501(C EXEMPT ACTIVITIES 50000 ROUNDABOUT ARTISTIC DIRECTOR'S CIRCLE 231 WEST 39TH STREET STE 1200 NEW YORK NY 10018 NONE EXEMPT IRC SEC 501(C EXEMPT ACTIVITIES 25000 CLAL 440 PARK AVENUE SOUTH 4TH FLOOR NEW YORK NY 10016 NONE EXEMPT IRC SEC 501(C EXEMPT ACTIVITIES 100000 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 NONE EXEMPT IRC SEC 501(C EXEMPT ACTIVITIES 45000 COMMON GROUND 505 EIGHT AVENUE 5TH FLOOR NEW YORK NY 10018 NONE EXEMPT IRC SEC 501(C EXEMPT ACTIVITIES 75000 1895000 0 14 65206 18 135276 0 200482 0 200482 0 0 0 0 0 0 0 0 0 0 X X 1 PETER MAY 320 DUNBAR RD PALM BEACH FL 33480 4208250 X 1 25,000 SHARES OF FERGUSON PLC FOREIGN STOCK 4208250 2023-10-12 NONE 0 AMENDED FORM 990-PF EXPLANATION OF CHANGES REPORTED ON AMENDED TAX RETURN: WE ARE FILING AN AMENDED TAX RETURN FOR A PRIVATE FOUNDATION NAMED THE LENI & PETER MAY FAMILY FOUNDATION DUE TO A DISCOVERY OF AN ERROR MADE ON THE ORIGINALLY FILED RETURN. THE AMENDMENT OF THE RETURN HAS NO EFFECT ON THE EXCISE TAX LIABILITY CALCULATED IN PART V OF FORM 990-PF. DURING YEAR 2023 THE FOUNDATION RECEIVED A NON-CASH DONATION OF 25,000 SHARES OF FERGUSON PLC WITH AN APPRECIATED VALUE OF $4,208,250 AND A DONOR'S CARRY-OVER BASIS OF $23,281. WHEN THE DONATION OF THE SHARES WAS RECORDED ON THE BOOKS OF THE FOUNDATION, IT WAS ERRONEOUSLY BOOKED AT A DONOR'S CARRY-OVER COST BASIS OF $23,281. DUE TO THAT ERROR, THE VALUE OF THE DONATION ON THE BOOKS OF THE FOUNDATION DID NOT MATCH THE VALUE OF THE CHARITABLE DONATION CLAIMED ON A DONOR'S TAX RETURN OF $4,208,250. ADDITIONALLY, DURING YEAR 2023, THE FOUNDATION DISPOSED OF 17,500 SHARES OF FERGUSON PLC. THE CAPITAL GAIN REALIZED ON THE SALE OF THE SHARES FOR THE PURPOSE OF CALCULATING THE NET INVESTMENT TAX WAS REPORTED CORRECTLY AS THE DIFFERENCE BETWEEN A SALE PRICE AND A DONOR'S CARRY-OVER BASIS. HOWEVER, THE REALIZED GAIN REPORTED ON THE BOOKS OF THE FOUNDATION WAS INCORRECT AS A RESULT OF PREVIOUSLY BOOKING AN INCORRECT VALUE FOR THE DONATED SHARES. FINALLY, THE END OF THE YEAR BOOK VALUE OF THE REMAINING 7,500 SHARES OF FERGUSON PLC REPORTED ON THE BALANCE SHEET WAS INCORRECTLY STATED AT A DONOR'S CARY-OVER BASIS INSTEAD OF A FAIR MARKET VALUE AT THE TIME OF A DONATION. LIST OF ALL AMENDED ITEMS AND THEIR VALUES AS REPORTED ON THE ORIGINALLY FILED FORM 990-PF: FORM 990-PF, PART I, LINE 1, COLUMN (A): PER AMENDED TAX RETURN - 4,208,250 PER ORIGINAL TAX RETURN - 23,281 DIFFERENCE - 4,184,969 FORM 990-PF, PART I, LINE 6A, COLUMN (A): PER AMENDED TAX RETURN - 135,276 PER ORIGINAL TAX RETURN - 3,064,756 DIFFERENCE - (2,929,480) FORM 990-PF, PART I, LINE 12, COLUMN (A): PER AMENDED TAX RETURN - 4,408,732 PER ORIGINAL TAX RETURN - 3,153,243 DIFFERENCE - 1,255,489 FORM 990-PF, PART I, LINE 27A, COLUMN (A): PER AMENDED TAX RETURN - 2,427,263 PER ORIGINAL TAX RETURN - 1,171,774 DIFFERENCE - 1,255,489 FORM 990-PF, PART II, LINE 13, COLUMN (B): PER AMENDED TAX RETURN - 4,782,933 PER ORIGINAL TAX RETURN - 3,527,444 DIFFERENCE - 1,255,489 FORM 990-PF, PART II, LINE 16, COLUMN (B): PER AMENDED TAX RETURN - 5,566,487 PER ORIGINAL TAX RETURN - 4,310,998 DIFFERENCE - 1,255,489 FORM 990-PF, PART II, LINE 26, COLUMN (B): PER AMENDED TAX RETURN - 5,566,312 PER ORIGINAL TAX RETURN - 4,310,823 DIFFERENCE - 1,255,489 FORM 990-PF, PART II, LINE 29, COLUMN (B): PER AMENDED TAX RETURN - 5,566,312 PER ORIGINAL TAX RETURN - 4,310,823 DIFFERENCE - 1,255,489 FORM 990-PF, PART II, LINE 30, COLUMN (B): PER AMENDED TAX RETURN - 5,566,487 PER ORIGINAL TAX RETURN - 4,310,998 DIFFERENCE - (4,310,998) FORM 990-PF, PART III, LINE 2: PER AMENDED TAX RETURN - 2,427,263 PER ORIGINAL TAX RETURN - 1,171,774 DIFFERENCE - 1,255,489 FORM 990-PF, PART III, LINE 4: PER AMENDED TAX RETURN - 5,566,312 PER ORIGINAL TAX RETURN - 4,310,823 DIFFERENCE - 1,255,489 FORM 990-PF, PART III, LINE 6: PER AMENDED TAX RETURN - 5,566,312 PER ORIGINAL TAX RETURN - 4,310,823 DIFFERENCE - 1,255,489 FORM 990-PF, PART XV-A, LINE 8, COLUMN (D): PER AMENDED TAX RETURN - 135,276 PER ORIGINAL TAX RETURN - 3,064,756 DIFFERENCE - (2,929,480) FORM 990-PF, PART XV-A, LINE 12, COLUMN (D): PER AMENDED TAX RETURN - 200,482 PER ORIGINAL TAX RETURN - 3,129,962 DIFFERENCE - (2,929,480) FORM 990-PF, SCHEDULE B, PART I, COLUMN (C): PER AMENDED TAX RETURN - 4,208,250 PER ORIGINAL TAX RETURN - 23,281 DIFFERENCE - 4,184,969 UBS FINANCIAL SERVICES #5617 AT COST 4191409 5736740 UBS FINANCIAL SERVICES #5611 AT COST 591524 641087 ACCRUED INTEREST RECEIVABLE 0 1421 1421 FILING FEE 250 250 0 BROKERAGE FEES 49033 49033 0 ORDINARY BUSINESS LOSS FROM K-1 IBORROW 2945 OKC OWNER, LLC 37186 37186 0 IBORROW-BOOK/TAX DIFFERENCE 37186 PETER MAY 320 DUNBAR RD PALM BEACH FL 33480