2024-11-12T09:33:47-06:00 2023-12-31 474526160 EFPR GROUP CPAS PLLC 100 SOUTH CLINTON AVE SUITE 1500 ROCHESTER NY 14604 990PF 2023-01-01 844448042 DAVID AND ELIZABETH SHERMAN FOUNDATION DAVI 9176783569 245 E 93RD ST APT 18B NEW YORK NY 10128 DAVID M SHERMAN PRESIDENT 9176783569 2024-11-11 1 1 DAVID P VENISKEY CPA P00537673 5854278900 2024-11-05 2023 2024-10-15 13:58:12Z X 2662392 X X 35345 35345 72090 72090 65662 112560 65662 173097 173097 0 0 0 1600 0 1600 9062 9062 0 1706 1706 0 75 75 0 12443 10843 1600 155000 155000 167443 10843 156600 5654 162254 559166 316519 316519 2082441 2330742 2345873 2641607 2647261 2662392 0 0 X 0 0 0 0 2641607 2647261 2641607 2647261 2641607 2647261 2641607 5654 0 2647261 0 2647261 KIMCO REALTY CORP MD P 2020-10-29 2023-12-18 102222 46898 55324 55324 HAWK RIDGE PARTNERS, LP P 2023-12-31 10338 10338 10338 65662 2255 0 2255 0 2255 1937 0 3000 0 4937 0 2682 2682 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A DAVID SHERMAN 9176783569 245 E 93RD ST APT 18B NEW YORK NY 10128 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID M SHERMAN 245 E 93RD ST APT 18B NEW YORK NY 10128 CO-PRESIDENT, TREASURER AND DIRECTOR 2.00 0 0 0 ELIZABETH A SHERMAN 245 E 93RD ST APT 18B NEW YORK NY 10128 CO-PRESIDENT, SECRETARY AND DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 2217266 456249 0 2673515 0 0 2673515 40103 2633412 131671 131671 2255 2255 129416 0 129416 0 129416 156600 0 156600 129416 0 0 202962 150298 201126 554386 156600 0 0 0 129416 27184 0 0 581570 0 0 0 0 0 0 0 581570 202962 150298 201126 27184 X BREAKTHROUGH NY INC 123 WILLIAM ST 4TH FLOOR NEW YORK NY 10038 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 25000 BROWN UNIVERSITY BOX 1893 PROVIDENCE RI 02912 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100000 COLUMBIA BUSINESS SCHOOL 3022 BROADWAY NEW YORK NY 10027 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 30000 155000 0 14 35345 14 72090 18 65662 0 173097 0 173097 4 INCOME FROM INVESTMENTS IS THE PRIMARY MEANS BY WHICH THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSE. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1600 0 1600 ALTERNATIVES AT COST 414192 433569 EXCHANGE TRADED FUNDS AT COST 100144 101329 FIXED INCOME & PREFERRED STOCKS AT COST 1076013 1064336 MUTUAL FUNDS AT COST 477693 483939 OTHER INVESTMENT AT COST 262700 262700 INVESTMENT MANAGEMENT FEES 9062 9062 0 FOREIGN TAXES PAID 75 75 0