Private foundation
PALM BEACH, FLEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $37,214 | $147,297 | $143,000 | $1,068,980 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 32% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CHOATE ROSEMARY HALLWALLINGFORD CENTER, CT | EDUCATION | $10,000 | 2022 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie E Herzig | Trustee | 0.00 | $0 |
| Lydia Landesberg | Trustee | 0.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $1,068,980 |
| FY2024 | 990-PF | $49,001 | $190,187 | $183,000 | $1,179,063 | $1,179,063 |
| FY2023 | 990-PF | $53,938 | $59,936 | $59,250 | $1,320,249 | $1,320,249 |
| FY2022 | 990-PF | $51,963 | $142,444 | $142,444 | $1,350,766 | $1,326,247 |
| FY2021 | 990-PF | $42,018 | $119,144 | $119,144 | $1,416,728 | $1,416,728 |
| FY2020 | 990-PF | $4,200 | $111,363 | $111,363 | $1,493,854 | $1,493,854 |
| FY2019 | 990-PF | $23,883 | $69,626 | $69,626 | $1,601,017 | $1,601,017 |
| FY2018 | 990-PF | −$11,375 | $87,234 | $86,475 | $1,646,760 | $1,646,760 |
| FY2017 | 990-PF | $27,998 | $95,254 | $93,572 | $1,747,083 | $1,747,083 |
| FY2016 | 990-PF | $70,837 | $84,323 | $83,185 | $1,815,972 | $1,815,972 |
| EDUCATION |
| $10,000 |
| 2021 |
| AMERICAN KIDNEY FUNDMELVILLE, NY | GENERAL | $10,000 | 2023 |
| UNITED JEWISH APPEALNEW YORK, NY | GENERAL | $10,000 | 2018 |
| ARCHEOLOGICAL INSTITUTEBOSTON, MA | EDUCATION | $10,000 | 2020 |
| New York UniversityNew York, NY | GENERAL | $10,000 | 2024 |
| The Community Chest of Port WashingPort Washington, NY | GENERAL | $10,000 | 2022 |
| LAKES ENVIRONMENT ASSOCIATIONBRIDGTON, ME | GENERAL | $10,000 | 2021 |
| BOWDOIN COLLEGEBRUNSWICK, ME | EDUCATION | $10,000 | 2022 |
| LAKES ENVIRONMENT ASSOCIATIONBRIDGTON, ME | GENERAL | $10,000 | 2024 |
| Mount Holyoke CollegeSouth Hadley, MA | GENERAL | $10,000 | 2024 |
| CHOATE ROSEMARY HALLWALLINGFORD CENTER, CT | EDUCATION | $10,000 | 2025 |
| PRESERVATION FOUNDATION OF PALM BEAPALM BEACH, FL | GENERAL | $8,000 | 2022 |
| CHOATE ROSEMARY HALLWALLINGFORD CENTER, CT | EDUCATION | $8,000 | 2023 |
| AMERICAN KIDNEY FUNDMELVILLE, NY | GENERAL | $8,000 | 2022 |
| BOWDOIN COLLEGEBRUNSWICK, ME | EDUCATION | $8,000 | 2019 |
| METROPOLITAN MUSEUMNEW YORK, NY | EDUCATION | $7,700 | 2019 |
| Alport Syndrome FoundationSCOTTSDALE, AZ | GENERAL | $7,500 | 2025 |
| AMERICAN JEWISH COMMITTEENEW YORK, NY | GENERAL | $7,500 | 2025 |
| NYUNEW YORK, NY | GENERAL | $7,500 | 2018 |
| BOWDOIN COLLEGEBRUNSWICK, ME | EDUCATION | $7,500 | 2018 |
| CHOATE ROSEMARY HALLWALLINGFORD CENTER, CT | EDUCATION | $7,500 | 2018 |
| CHOATE ROSEMARY HALLWALLINGFORD CENTER, CT | EDUCATION | $7,500 | 2017 |
| MOUNT HOLYOKESOUTH HADLEY, MA | EDUCATION | $7,337 | 2017 |
| CHOATE ROSEMARY HALLWALLINGFORD CENTER, CT | EDUCATION/SCHOLARSHIP | $7,000 | 2016 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Dec 31, 2024IRS bulk XML
Filing id 202543189349100049
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202403159349100100
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202323149349102452
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202242319349100104
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202101499349100100
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202012739349100401
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201903139349100200
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201821869349100402
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201742489349100209
Form 990-PF · FY2015 · period ending Dec 31, 2015
Filing id 201603139349100745
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.