2024-10-03T17:00:05-05:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990PF 2023-01-01 136111833 BOTWINICK-WOLFENSOHN FOUNDATION INC BOTW 9176966093 287 PARK AVENUE SOUTH 424 NEW YORK NY 100107002 MARC BRITTON CHIEF FINANCIAL OFFICER 9176966093 2024-10-03 1 1 THOMAS BLANEY P00234022 9143818900 2024-10-03 2023 2024-10-15 13:58:12Z X X 20128215 X 620000 8147 8147 386205 386205 236 236 236 1014588 394588 0 0 0 4360 0 4360 33436 3344 20466 2413 0 780 40209 3344 25606 1080500 1080500 1120709 3344 1106106 -106121 391244 454072 40692 40692 684431 100320 100320 707 463 463 6366343 11663000 11663000 7375596 8287962 8287962 20545 35778 35778 14901694 20128215 20128215 1137 13466 1137 13466 X 0 0 0 0 14900557 20114749 14900557 20114749 14901694 20128215 14900557 -106121 5320313 20114749 0 20114749 SALE OF PUBLICLY TRADED SECURITIES 236 236 236 236 5438 0 5438 0 5438 4246 0 125000 0 129246 0 123808 123808 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A MARC BRITTON CO WOLFENSOHN COMPAN 9176966093 287 PARK AVENUE SOUTH SUITE 424 NEW YORK NY 10010 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SARA R WOLFENSOHN 287 PARK AVENUE SOUTH STE 424 NEW YORK NY 10010 PRESIDENT 1.00 0 0 0 ADAM R WOLFENSOHN 287 PARK AVENUE SOUTH STE 424 NEW YORK NY 10010 VICE PRESIDENT 1.00 0 0 0 NAOMI R WOLFENSOHN 287 PARK AVENUE SOUTH STE 424 NEW YORK NY 10010 TREASURER 1.00 0 0 0 ANDREW BOTWINICK 287 PARK AVENUE SOUTH STE 424 NEW YORK NY 10010 SECRETARY 1.00 0 0 0 EDWARD BOTWINICK 287 PARK AVENUE SOUTH STE 424 NEW YORK NY 10010 DIRECTOR 1.00 0 0 0 VICTORIA BROWN 287 PARK AVENUE SOUTH STE 424 NEW YORK NY 10010 DIRECTOR 1.00 0 0 0 MARC BRITTON 287 PARK AVENUE SOUTH STE 424 NEW YORK NY 10010 CHIEF FINANCIAL OFFICER 2.00 0 0 0 NONE 0 NONE 0 0 17381599 799877 0 18181476 0 0 18181476 272722 17908754 895438 895438 5438 5438 890000 0 890000 0 890000 1106106 0 1106106 890000 0 0 47158 42685 1492 546980 638315 1106106 0 0 0 890000 216106 0 0 854421 0 0 0 0 0 620000 0 234421 18315 216106 X COLUMBIA UNIVERSITY 61 ROUTE 9W PO BOX 1000 PALISADES NY 10964 N/A PC CONTRIBUTION TO SCHOOL OF ENGINEERING 500000 COLUMBIA UNIVERSITY 61 ROUTE 9W PO BOX 1000 PALISADES NY 10964 N/A PC CONTRIBUTION TO LAMONT-DOHERTY EARTH OBSERVATORY 500000 GRAND TETON MUSIC FESTIVAL PO BOX 9117 JACKSON HOLE WY 83002 N/A PC CONTRIBUTION IN SUPPORT OF FESTIVAL'S ENGAGEMENT AND EDUCATION PROGRAM HONORING MEMORY OF ELAINE AND JAMES WOLFENSOHN 25000 STORYCORPS 80 HANSON PLACE 2ND FLOOR BROOKLYN NY 11217 N/A PC GENERAL CONTRIBUTION 2500 CONGREGATION BAITH ISRAEL ANSHEI EMES 236 KANE STREET BROOKLYN NY 11231 N/A PC CONTRIBUTION TO KANE STREET SYNAGOGUE 18000 PRINCETON UNIVERSITY 100 OVERLOOK CENTER SUITE 300 PRINCETON NY 08540 N/A PC CONTRIBUTION TO THE ANNUAL GIVING CLASS OF 1992 15000 YALE UNIVERSITY 157 CHURCH STREET 8TH FL NEW HAVEN CT 065102100 N/A PC CONTRIBUTION TO SCHOOL OF ENVIRONMENT ANNUAL FUND 10000 BCT BROOKLYN CHILDRENS THEATRE 540 PRESIDENT STREET 1D BROOKLYN NY 11215 N/A PC GENERAL CONTRIBUTION 10000 1080500 0 14 8147 14 386205 18 236 0 394588 0 394588 0 0 0 0 0 0 0 0 0 0 X X 1 WOLFENSOHN FAMILY FOUNDATION 287 PARK AVENUE SOUTH SUITE 424 NEW YORK NY 10010 620000 X ACCOUNTING FEES 4360 0 4360 UNDISTRIBUTED INCOME PART XII THE FOUNDATION RECEIVED A CONTRIBUTION FROM A PRIVATE FOUNDATION WHICH IT EXPENSED OR REDISTRIBUTED. IN ACCORDANCE WITH IRS REG. 53-4942(A)-3(D) THE FOUNDATION IS ELECTING TO TREAT THE $620,000 NOT AS A QUALIFYING DISTRIBUTION BUT AS A DISTRIBUTION OUT OF CORPUS. PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS:TAX YEAR AMOUNT2019 $47,1582020 $42,6852021 $1,4922022 $528,665 APPLE INC 40,000 SHRS 7701200 7701200 NVIDIA CORP 8,000 SHRS 3961760 3961760 VISTRA ENERGY CORP 1 SHR 40 40 463 463 0 0 KINDER MORGAN 8 SHRS FMV 141 141 JPM MANAGED INCOME FUND 827,954 SHRS FMV 8287821 8287821 ACCRUED INTEREST 669 609 609 ACCRUED DIVIDENDS 19876 35169 35169 GRANTMAKING SOFTWARE 1633 0 0 NY DEPARTMENT OF LAW FILING FEE 750 0 750 BANK CHARGES 30 0 30 CHANGE IN UNREALIZED GAINS ON INVESTMENTS 5320313 DUE TO JACKSON HOLE MANAGEMENT CO INC 1137 13466 ADMINISTRATIVE AND MANAGERIAL FEES 33436 3344 20466