2024-12-12T06:07:53-06:00 2023-12-31 591818353 KAUFMAN ROSSIN & COPA ONE TOWN CENTER ROAD SUITE 400 BOCA RATON FL 33486 990PF 2023-01-01 363381401 THE JULES AND GWEN KNAPP CHARITABLE FOUNDATION INC JULE 5616594040 251 ROYAL PALM WAY SUITE 300 PALM BEACH FL 33480 SUSAN K SCHULMAN PRESIDENT 5616594040 2024-12-10 1 1 SCOTT GOLDBERGER P01407232 5613945100 2024-12-10 2023 2024-10-15 13:58:12Z X 62775795 X 475041 2032434 1801642 -2454043 61656745 0 133 133 53565 1801775 240000 24000 180000 10608 5304 0 22708 11354 0 21041 16006 0 215699 185988 18207 510056 242652 198207 757950 757950 1268006 242652 956157 -1214441 1559123 119999 56743 56743 3965913 6217147 6217147 38955 38955 38955 342991 35160894 42152675 38195894 12249702 12409370 0 1600000 1639116 9704800 261789 261789 52329597 55585230 62775795 2500 50041 2500 50041 X 0 0 0 0 52327097 55535189 52327097 55535189 52329597 55585230 52327097 -1214441 4422533 55535189 0 55535189 PUBLICLY TRADED SECURITIES 61655534 63997819 -2342285 -2342285 PARTNERSHIP INVESTMENTS - K-1 CUMULATIVE BASIS ADJUSTMENT P 463 463 PARTNERSHIP INVESTMENTS - SCHEDULE K-1 GAINS P 11 11 CAPITAL GAINS DIVIDENDS P 1211 1211 1211 -2340600 21672 0 21672 0 21672 5000 0 30000 0 35000 0 13328 13328 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A THE FOUNDATION 5616594040 251 ROYAL PALM WAY SUITE 300 PALM BEACH FL 33480 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELYSE KNAPP SOLLENDER 251 ROYAL PALM WAY SUITE 300 PALM BEACH FL 33480 PRESIDENT 40.00 120000 0 0 SUSAN KNAPP SCHULMAN 251 ROYAL PALM WAY SUITE 300 PALM BEACH FL 33480 VICE-PRESIDENT, TREASURER 40.00 120000 0 0 JOHN W RANDOLPH JR 251 ROYAL PALM WAY SUITE 300 PALM BEACH FL 33480 DIRECTOR 0.30 0 0 0 NONE 0 NONE 0 0 44214432 13403164 0 57617596 0 0 57617596 864264 56753332 2837667 2837667 21672 21672 2815995 0 2815995 0 2815995 956157 0 956157 2815995 0 0 114457 8799 123256 956157 0 0 0 956157 0 123256 123256 0 0 0 0 0 1736582 0 0 0 SUSAN K SCHULMAN 251 ROYAL PALM WAY SUITE 300 PALM BEACH FL 33480 5616594040 APPLICATION SHOULD BE SUBMITTED IN WRITING NONE NONE SEE DETAILED STATEMENT C/O 251 ROYAL PALM WAY PALM BEACH FL 33480 N/A PUBLIC CHARITY 501(C GENERAL PURPOSE 757950 757950 0 14 2032434 01 133 18 -2454043 0 -421476 0 -421476 0 0 0 0 0 0 0 0 0 0 X X 1 GWEN KNAPP TRUST DTD 12-28-92 251 ROYAL PALM WAY SUITE 300 PALM BEACH FL 33480 475041 X ACCOUNTING FEES 22708 11354 0 CONTRIBUTIONS PAID DURING 2023 FORM 990-PF, PAGE 11, PART XIV JULES AND GWEN KNAPP CHARITABLE FOUNDATION DONATIONS2023 ADDRESSES AND INFORMATION FOR DONATIONS:_________________________________________________________________________AMERICAN FRIENDS OF THE HEBREW UNIVERSITY - $130,00020 N. WAKER DRIVE, #2020CHICAGO, IL 60606AUTISM CENTER-SEED FUNDING FOR PROJECTS, GRAD FELLOWSHIPS, RESEARCH GRANTS, INTERNATIONAL CONFERENCE FUNDS - GENERAL OPERATIONS. ADDS TO EXISTING JULES KNAPP ENTREPRENEURIAL SCHOLARSHIP FOR STUDENTS AT HEBREW UNIVERSITY - GENERAL OPERATIONS. EMERGENCY FUND TO BE USED FOR COUNSELING, ITEMS LOOTED AND SCHOLARSHIPS FOR TROOPS - GENERAL OPERATIONS. PUBLIC CHARITYCONGREGATION BETH EL - $7,000 8660 GILMAN DRIVELA JOLLA, CA 92037SYNAGOGUE - GENERAL OPERATIONS.PUBLIC CHARITYHILLEL INTERNATIONAL - $18,0008000 EIGHT STREET NWWASHINGTON, DC 2001HELPS JEWISH COLLEGE STUDENTS INTERNATIONALLY WITH SECURITY ENHANCEMENTS, MENTAL HEALTH - GENERAL OPERATIONS. PUBLIC CHARITYHILLEL OF SAN DIEGO - $18,0005717 LINDO PASEO SAN DIEGO, CA 92115 SUPPORTS JEWISH STUDENTS ON SAN DIEGO CAMPUSES - GENERAL OPERATIONS. PUBLIC CHARITYIMPACT CUBED (MGSDII PROJECT) - $54,000441 SAXONY ROAD ENCINITAS, CA 92024BRINGS ISRAELIS TO TEACH ON SAN DIEGO CAMPUSES ENABLING STUDENTS TO LEARN ABOUT MODERN ISRAEL - GENERAL OPERATIONS. SUPPORTS EVACUATED ISRAELS, ADVOCATES FOR HOSTAGES, ASSISTS BEREAVED FAMILIES WITH EXPENSES - GENERAL OPERATIONS. PUBLIC CHARITYJEWISH FAMILY SERVICES OF SAN DIEGO - $12,000 8804 BALBOA AVENUESAN DIEGO, CA 92123 EXPLORE OPPORTUNITIES AND GALA - GENERAL OPERATIONS.PUBLIC CHARITYJEWISH FEDERATION OF SAN DIEGO COUNTY, CA - $40,0004950 MURPHY CANYON ROADSAN DIEGO, CA 92123 ISRAEL EMERGENCY FUND TO HELP SISTER COMMUNITY OF SH'AR HANEGEV - GENERAL OPERATIONS.PUBLIC CHARITYTHE NIGHT MINISTRY - $10,0001735 NASHLAND AVENUE NO. 2000CHICAGO, IL 60622HELPS THE UNHOUSED & THOSE EXPERIENCING POVERTY - GENERAL OPERATIONS.PUBLIC CHARITYU.S. HOLOCAUST MUSEUM - $25,0001000 RAOUL WALLENBERG PLACE SWWASHINGTON, DC 20024INSPIRES CITIZENS AND LEADERS WORLDWIDE TO CONFRONT HATRED, PROMOTE HUMAN DIGNITY - GENERAL OPERATIONS. PUBLIC CHARITYPLANNED PARENTHOOD OF PACIFIC SOUTHWEST - $15,000 1075 CAMINO DEL RIO SOUTHSAN DIEGO, CA 92108PROVIDES AFFORDABLE HEALTHCARE SERVICES THROUGHOUT SOUTHERN CALIFORNIA - GENERAL OPERATIONS.PROVIDES HEALTHCARE TO PRIMARILY WOMEN IN SOUTHERN CALIFORNIA - GENERAL OPERATIONS.PUBLIC CHARITY CENTRAL FUND OF ISRAEL - $25,000461 CENTRAL AVENUECEDARHURST, NY 11516PROMOTES PARTNERSHIP BETWEEN JEWS AND ARABS - GENERAL OPERATIONS.PROMOTES UNDERSTANDING AND TOLERANCE BETWEEN JEWS AND MUSLIMS - GENERAL OPERATIONS. PUBLIC CHARITYJEWISH COMMUNITY FOUNDATION OF SAN DIEGO - $35,0004950 MURPHY CANYON ROADSAN DIEGO, CA 92123AWARDS COLLEGE SCHOLARSHIPS TO MOSTLY FIRST GENERATION HIGH SCHOOL STUDENTS IN SAN DIEGO FOR UNIVERSITY OF CHOICE - GENERAL OPERATIONS. PUBLIC CHARITY OLD GLOBE THEATRE - $3,0001363 OLD GLOBE WAY SAN DIEGO, CA 92101MISSION IS TO PRESERVE, STRENGTHEN AND ADVANCE AMERICAN THEATER - GENERAL OPERATIONS. PUBLIC CHARITYJEWISH UNITED FUND OF METROPOLITAN CHICAGO - $93,000BEN GURION WAY30 SOUTH WELLS STREET CHICAGO, IL 60606 ISRAEL EMERGENCY ASSISTANCE - GENERAL OPERATIONS. PUBLIC CHARITY JEWISH FAMILY AND CHILDREN'S SERVICE INC. - $30,0003145 W. PRATTCHICAGO, IL 60645JOY F. KNAPP SCHOOL - GENERAL OPERATIONS. PUBLIC CHARITY LAWRENCE FAMILY JEWISH COMMUNITY CENTERS OF SAN DIEGO COUNTY - $125,0004126 EXECUTIVE DRIVELA JOLLA, CA 92037CONNECTS THE COMMUNITY TO JEWISH HERITAGE BY OFFERING A VAST ARRAY OF PROGRAMS AND SERVICES - GENERAL OPERATIONS. PUBLIC CHARITYREFUGEE ONE - $5,0006008 N CALIFORNIA AVENUECHICAGO, IL 60659HELPS ACCLIMATE RECENT REFUGEES TO CHICAGO - GENERAL OPERATIONS. PUBLIC CHARITY WINGS, INC. - $10,000P.O. BOX 29309CHICAGO, IL 60629PROVIDES SAFE HOUSING, THERAPY TO MEN, WOMEN, CHILDREN IN CASES OF DOMESTIC VIOLENCE - GENERAL OPERATIONS. PUBLIC CHARITYCEDILLE CHICAGO NFP - $5,0004311 N RAVENSWOOD AVENUE 202 CHICAGO, IL 60613PRODUCES CLASSICAL MUSIC RECORDINGS FOR UNDERSERVED ARTISTS - GENERAL OPERATIONS. PUBLIC CHARITYFRIENDS OF THE ISRAEL DEFENSE FORCES - $15,450P.O. BOX 4224NEW YORK, NY 10163EMERGENCY FUNDS TO HELP SOLDIERS WITH LIFE THREATENING SUPPLIES I.E.-AMBULANCES, HOSPITALS - GENERAL OPERATIONS. PUBLIC CHARITYAMERICAN FRIENDS OF MAGEN DAVID ADOM - $15,00020 W 36TH STREET 1100NEW YORK, NY 10018 FUNDING FOR ISRAEL'S RED CROSS- NAT'L EMERGENCY MEDICAL, DISASTER, AND BLOOD BANK SERVICES - GENERAL OPERATIONS. PUBLIC CHARITY COURTROOM 600, DESCENDANTS MEDIA GROUP NFP, INC. - $2,5001230 N STATE PARKWAY, APT. 200CHICAGO, IL 60610STORY TELLING PLATFORM THAT CONNECTS VISITORS TO INFORMATION ON WWII & NUREMBERG TRIALS - GENERAL OPERATIONS. PUBLIC CHARITY ROHR CHABAD AT THE UNIVERSITY OF CHICAGO, CHABAD OF HYDE PARK - $10,0005700 WOODLAWN AVENUECHICAGO, IL 60637SUPPORTS JEWISH STUDENTS ON UNIVERSITY OF CHICAGO CAMPUS - GENERAL OPERATIONS. PUBLIC CHARITYSCRIPPS HEALTH - $10,000P.O. BOX 2669LA JOLLA, CA 92038PROVIDES HEALTH SERVICES, HEALTH EDUCATION AND RESEARCH IN SAN DIEGO COMMUNITY - GENERAL OPERATIONS. PUBLIC CHARITY BRADY CAMPAIGN TO PREVENT GUN VIOLENCE - $20,000840 FIRST STREET NE 400WASHINGTON, DC 20002PREVENT GUN VIOLENCE THROUGH DIFFERENT INITIATIVES, GIFT DIRECTED TO END FAMILY FIRE - GENERAL OPERATIONS. PUBLIC CHARITY WORKING IN THE SCHOOLS, INC. - $5,000150 N WACKER DRIVE 1120CHICAGO, IL 60606TRAINS VOLUNTEERS TO TUTOR STUDENTS IN READING AND HELP INSTILL A LOVE OF LEARNING - GENERAL OPERATIONS. PUBLIC CHARITY CHICAGO ABORTION FUND - $15,000333 W NORTH AVENUE 267CHICAGO, IL 60610PROVIDES SUPPORT AND RESOURCES TO PEOPLE SEEKING ABORTIONS ACROSS PRIMARILY THE MIDWEST - GENERAL OPERATIONS. PUBLIC CHARITY HEBREW FREE LOAN OF SAN DIEGO - $5,0009404 GENESEE AVENUE, STE 200LA JOLLA, CA 92037PROVIDES INTEREST FREE LOANS TO JEWISH COMMUNITY AND PROFESSIONALS WORKING IN JEWISH COMMUNITIES - GENERAL OPERATIONS. PUBLIC CHARITY IR 2024-264 THIS TAX RETURN HAS BEEN FILED PURSUANT TO IRS NEWS RELEASE IR-2024-264 THAT PROVIDES TAX RELIEF FOR VICTIMS OF HURRICANE MILTON. ACCORDINGLY, THE TAXPAYER IS NOT SUBJECT TO LATE FILING PENALTIES TO INTERNAL REVENUE CODE SECTION 7508 AND TREAS. REG. SECTION 301.7508A-1. THE TAXPAYER AND ITS TAX RETURN PREPARER ARE LOCATED WITHIN THE FEDERALLY DECLARED DISASTER AREA DESIGNATED IN IRS NEWS RELEASES IR-2024-264. FIXED INCOME - BANK OF AMERICA #0114599 10651702 10725726 FIXED INCOME - FIRST REPUBLIC SECURITIES #364776 1598000 1683644 EQUITY - BANK OF AMERICA #0114599 23983068 27847543 EQUITY - FIRST REPUBLIC SECURITIES #389950 5705860 7928071 EQUITY - FIRST REPUBLIC SECURITIES #389687 5471966 6377061 OTHER INVESTMENTS - BANK OF AMERICA #0114599 AT COST 1600000 1639116 LEGAL FEES 10608 5304 0 MERRILL LYNCH DEFERRED GAIN 375232 261789 261789 FIRST REPUBLIC SECURITIES 9329568 0 0 BANK FEES 33 0 0 INVESTMENT FEES 183295 183295 0 INVESTMENT EXPENSE 2590 2590 0 TECHNOLOGY FEES 11340 0 0 TRAVEL, MEALS & ENTERTAINMENT 18207 0 18207 MISCELLANEOUS EXPENSE 72 0 0 PARTNERSHIP INVESTMENTS - K-1 OTHER DEDUCTIONS 103 103 0 PARTNERSHIP INVESTMENTS - K-1 NONDEDUCTIBLE EXPENSES 59 0 0 MISCELLANEOUS INCOME 15 15 15 PARTNERSHIP INVESTMENTS - K-1 ORDINARY BUSINESS INCOME 112 112 112 PARTNERSHIP INVESTMENTS - NET RENTAL REAL ESTATE INCOME 1 1 1 PARTNERSHIP INVESTMENTS - OTHER LOSS 5 5 5 OTHER CHANGES IN NET ASSETS AND BASIS ADJUSTMENTS 4422533 EXCISE TAXES 5035 0 0 FOREIGN TAXES 16006 16006 0