Madoff Foundation Victims

 

Private Foundations  Preliminary Estimates of Madoff Exposure 

Daniel E. Smith, President [email protected]

Compiled for Nicholas Kristof, The New York Times 

Foundation Name  Director 

State  City 

Tax Return Preparer Values As Of  

Felder Foundation, Richard & Deborah  Richard B. Felder, President, Aspen, CO 

AZ  Scottsdale 

Silgrist, Cheek & Potter 12/31/07 

$2,118,318 

$2,118,318 1

$193,000

Close Encounters with Music  $45,000 

Yetadel Foundation  Adele Engel Behar, President, Cortaro, AZ 

AZ   Cortaro 

Clifton Gunderson LLP 12/31/07 

$1,610,327 

$1,573,026

$54,698

Rhode Island School of Design  $15,000 

Chais Family Foundation  Stanley Chais, President, Encino, CA 

CA  Encino 

Halpern & Mantovani 05/03/07 

$178,009,106 

$178,009,106

$8,183,020

Copen Family Foundation   Peter Copen, Director, Carlsbad, CA 

CA   Carlsbad 

Owen J. Flanagan & Co 12/31/07 

$4,058,430 

$634,402

$154,920

I*EARN $73,440 

$22,057,386 

$10,534,582 1

$455,333

Cedars‐Sinai Medical Center  $100,000 

Total Assets 

Madoff Possible  Exposure 

Donations Prior Year 

Largest Donee Donation Amount 

United Jewish Communities  $3,000,000 

Katzenberg Foundation, Marilyn & Jeffrey   CA   David Geffen, Treasurer, Los Angeles, CA  Los Angeles 

Breslauer Rutman & Ander 12/31/07 

Morse Family Foundation   Sherry Morse, Director, San Francisco, CA 

CA   Kensington 

Frank, Rimmerman & CO 12/31/07 

$1,432,931 

$1,426,282

$70,000

Watershed Foundation   Gordon Bennett, President, Inverness, CA 

CA   Inverness 

Susan E. Gorenson,  CPA 06/30/07 

$259,697 

$255,785 1

$1,891

The Wunderkinder Foundation   Steven Spielberg, Grantor, Los Angeles, CA 

CA   Los Angeles 

Breslauer Rutman & Ander 11/30/07 

$73,280,226 

Significant

$8,624,506

Divine Family Foundation   Amy J. Divine, Director, Boulder, CO 

CO   Boulder 

Anthony N. Li Calsi 12/31/07 

$2,977,604 

$2,930,121

$173,000

Comm Foundation of Boulder   $40,000 

Divine Foundation, Rita & Harold   Rita Divine, Trustee, Palm Beach Gdns, FL 

CO   Boulder 

Anthony N. Li Calsi 12/31/07 

$11,782,910 

$11,613,959

$804,500

Jewish Family Srvcs Minnpls  $60,000 

Chang Foundation, Lucy Pang Yoa   Rosalind C. Whitehead, San Francisco, CA 

CT   Westport 

Allison & Godfrey 10/31/07 

$581,187 

$406,584

$54,750

Data Source: IRS Form 990‐PF “Return of Private Foundation” and attachments  1 2

Includes US Government Securities imputed to BL Madoff based on reported Madoff income and/or mid-year trading records Madoff exposure indicated as passthrough from Ascot Partners L.P., Prospect Capital Partners, Ninth Street Partners LTD, or "Turbo LLC for Madoff"

Compiled by Daniel E. Smith, Benefit Technology, Inc. for Nicholas Kristof, The New York Times

Jewish Family Services $15,000  MISC $1,891  Cedars‐Sinai Medical Center  $2,000,000 

Swarthmore College $5,000 

 

Private Foundations  Preliminary Estimates of Madoff Exposure 

Daniel E. Smith, President [email protected]

Compiled for Nicholas Kristof, The New York Times 

Foundation Name  Director 

State  City 

Tax Return Preparer Values As Of  

The Enfranchisement Foundation   Daniel H. Leeds, Trustee, Washington, DC 

DC   Washington 

Miller, Ellin & Company 03/31/08 

$16,186,475 

$9,208,005

$731,478

The Gottesman Fund   David S. Gottesman, President, Rye, NY 

DC   Washington 

Richard I. Mark, C.P.A. 09/30/07 

$309,978,939 

$20,440,241

$15,806,018

Bleznak Foundation, Besse & Louis   Alan D. Bleznak, President, Palm Beach, FL 

FL   Palm Beach 

Simonson, Lipschutz 12/31/07 

$1,244,464 

$1,170,040 1

$262,547

Jewish Federation of PBC $55,000 

Braman Foundation   Norman Braman, Miami Beach, FL 

FL   Miami 

Gerson Preston Robinson 12/31/07 

$38,882,271 

$32,331,637

$2,647,173

Miami Jewish Federation $501,500 

Fisher Foundation, Jerome & Anne C   Jodi Fisher, Manager, Riverside, CT 

FL   Caler, Donten Levine W Palm Beach  12/31/07 

$18,283,920 

$11,402,514 1

$844,075

Univesity of Pennsylvania $498,997 

Fiterman Foundation, Miles & Shirley   Shirley Fiterman, Trustee, Palm Beach, FL 

FL   Palm Beach 

RSM MCGLADREY 12/31/07 

$60,720,344 

$60,597,192

$3,269,713

Greenman Family Foundation   Phyllis Greenman, Delray Beach, FL 

FL   Delray Beach 

Janover Rubinroit, LLC 12/31/07 

$2,504,879 

$2,330,976

$101,030

Harris Foundation, J. Ira & Nicki   J. Ira Harris, President, Palm Beach, FL 

FL   Palm Beach 

BCRS Associates 03/31/07 

$42,371,783 

$8,486,678

$2,332,850

Heller Brothers Foundation   Barbara Freitag, President, Orlando, FL 

FL   Winter Grdn 

R.A. Simasek P.A. 12/31/07 

$1,451,277 

$1,295,124 2

$146,060

Kaufman Foundation, Henry & Elaine   Henry Kaufman, President, New York, NY 

FL   Boca Raton 

Edward I. Speer 12/31/07 

$31,825,139 

$4,660,003

$5,665,117

Marden Foundation, Bernard A. & Chris   Bernard A. Marden, Palm Beach, FL 

FL   Palm Beach 

Neal J. Nissel, CPA 12/31/07 

$971,437 

Indeterminate

$310,400

Total Assets 

Madoff Possible  Exposure 

Donations Prior Year 

Data Source: IRS Form 990‐PF “Return of Private Foundation” and attachments  1 2

Includes US Government Securities imputed to BL Madoff based on reported Madoff income and/or mid-year trading records Madoff exposure indicated as passthrough from Ascot Partners L.P., Prospect Capital Partners, Ninth Street Partners LTD, or "Turbo LLC for Madoff"

Compiled by Daniel E. Smith, Benefit Technology, Inc. for Nicholas Kristof, The New York Times

Largest Donee Donation Amount  Alliance for Excellent Ed. $103,250  Heschel School $4,908,200 

Mayo Clinic $1,800,000  Jewish Federation of S. PBC  $15,000  University Of Michigan $335,000  Congregation of Ref Judaism  $25,000  Kaufman Center $1,376,821  Kravis Center for the Arts $100,000 

 

Private Foundations  Preliminary Estimates of Madoff Exposure 

Daniel E. Smith, President [email protected]

Compiled for Nicholas Kristof, The New York Times 

Foundation Name  Director 

State  City 

Tax Return Preparer Values As Of  

Meyer Foundation, Arthur I. & Sydelle F.  Sydelle F. Meyer, West Palm Beach, FL 

FL   Caler, Donten Levine W Palm Beach  12/31/07 

Muss Foundation, Stephen   Stephen Muss, Officer, Miami Beach, FL 

FL   Miami Beach 

Jeffrey Frantzman 10/31/07 

The Nessel Foundation, Melvin B.   Gail Nessel, Trustee, Palm Beach, FL 

FL   Palm Beach 

Doris Shaw, CPA 12/31/07 

The Picower Foundation   Barbara Picower, Trustee, Palm Beach, FL 

FL   Palm Beach 

Blank 12/31/07 

Potamkin Family Foundation   Robert Potamkin, Trustee, Fisher Island, FL 

FL   Miami Lakes 

H. Schaffer Foundation   Sonya Stall, President, Palm Beach, FL 

Total Assets 

Madoff Possible  Exposure 

Donations Prior Year 

Largest Donee Donation Amount  South Florida Science Museum  $217,600 

$3,235,430 

$2,726,599 1

$1,035,898

$23,781,808 

$3,120,020

$882,500

Miami Jewish Federation $200,000 

$2,444,262 

Indeterminate

$254,074

Palm Beach United Way $253,774 

$958,425,057 

$958,425,057

$23,424,401

Harlem Children's Zone $1,000,000 

Voynow, Bayard and Comp 05/31/07 

$8,362,573 

$4,910,110

$1,101,715

FL   Sarasota 

Marvin and Company 10/31/06 

$5,276,790 

$2,716,520 1

$495,640

Albany Medical College $250,000 

Stone Family Foundation, Marvin & Carol   Carol Stone, President, Palm Beach, FL 

FL   Palm Beach 

Caler, Donten Levine 12/31/07 

$172,723 

Indeterminate

$144,975

NYU Hospital for Joint Diseases  $45,000 

Zankel Foundation, Max   Gerald Schwartz, Rockville Centre, NY 

FL   Blank Palm Bch Gdn  12/31/06 

$995,032 

$995,032

$96,678

Gottlieb Foundation, Anne & Howard   Howard L. Gottlieb, Winnetka, IL 

IL   Evanston 

Self‐Prepared 12/31/07 

$4,517,117 

$576,801 2

$384,515

Millenium Park ‐ Chicago $200,000 

Joy Foundation  Leah Zell Wanger, President, Chicago, IL 

IL  Chicago 

Ostow Reisin Berk & 12/31/06 

$6,771,116 

$1,313,133 2

$456,000

Radcliffe Institute Fund $150,000 

Beren Charitable Trust, Israel Henry   Robert M. Beren, Palm Beach Gardens, FL 

KS   Wichita 

Gutschenritter & John 12/31/07 

$53,711,972 

$2,866,800 2

$2,458,700

Data Source: IRS Form 990‐PF “Return of Private Foundation” and attachments  1 2

Includes US Government Securities imputed to BL Madoff based on reported Madoff income and/or mid-year trading records Madoff exposure indicated as passthrough from Ascot Partners L.P., Prospect Capital Partners, Ninth Street Partners LTD, or "Turbo LLC for Madoff"

Compiled by Daniel E. Smith, Benefit Technology, Inc. for Nicholas Kristof, The New York Times

Miami Childrens Museum $200,000 

United Hebrew Geriatric Ctr  $10,000 

New Israel Rabbinical College  $1,000,000 

 

Private Foundations  Preliminary Estimates of Madoff Exposure 

Daniel E. Smith, President [email protected]

Compiled for Nicholas Kristof, The New York Times 

Foundation Name  Director 

State  City 

Tax Return Preparer Values As Of  

Beren Foundation, Joan S.   Joan S. Beren, President, Wichita, KS 

KS   Witchita 

Gutschenritter & John 12/31/07 

$4,641,699 

$2,094,765 2

$293,159

Beren Foundation, Robert M.   Robert M. Beren, Palm Beach Gdns, FL 

KS   Wichita 

Gutschenritter & John 10/31/07 

$64,527,010 

$4,203,591 2

$2,894,843

Aaron Foundation   Avram J. Goldberg, Trustee, Boston, MA 

MA   Boston 

Carlin, Charron & Rosen 12/31/06 

$12,822,546 

$4,442,895

$577,333

Comb Jewish Philanthropies  $140,000 

The Goldberg Family Foundation   Avram J. Goldberg, Trustee, Boston, MA 

MA   Boston 

Carlin, Charron & Rosen 12/31/06 

$18,893,466 

$7,997,211

$745,473

Comb Jewish Philanthropies  $64,000 

Gopen Foundation, David   Stuart Gopen, Trustee, Las Vegas, NV 

MA   Allston 

Wald & Ingle 05/31/08 

$499,337 

$155,269 2

$26,100

Greenberg Trust, Nathan & Barbara   Nathan Greenberg, Palm Beach, FL 

MA   Worcester 

Greenberg Rosenbatt KU 12/31/07 

$1,264,169 

$1,079,714

$122,400

United Way of Central Mass  $106,800 

Lappin Charitable Foundation, Robert I  Robert I. Lappin, Trustee, Swampscott, MA 

MA  Salem 

Tofias PC 12/31/05 

$7,121,068 

$6,175,271 1

$603,780

Continuity Community Prgrms  $395,468 

Levy Foundation, George & Karen   George Levy, Wellesley Hills, MA 

MA   Wellesley 

R.J. Gold & Company 12/31/07 

$2,419,129 

$1,433,400 1

$100,000

Comb Jewish Philanthropies  $100,000 

McDonough Foundation, C. Jean & Myles   C. Jean McDonough, Worcester, MA 

MA   Worcester 

Greenberg Rosenbatt KU 11/30/07 

$9,815,169 

$8,793,292

$375,675

Worcester Historical Society  $105,000 

Persky Foundation, Joseph   David A. Persky, President, Worcester, MA 

MA   Worcester 

Singer & Lusardi 12/31/07 

$8,638,775 

$3,190,987 1

$424,500

Worcester Jewish Comm Ctr  $50,000 

Raab Foundation, Sidney & Esther   Carol Goldberg, Trustee, Boston, MA 

MA   Boston 

Carlin, Charron & Rosen 12/31/06 

$9,320,352 

$6,078,175

$353,111

Comb Jewish Philanthropies  $123,300 

Total Assets 

Madoff Possible  Exposure 

Donations Prior Year 

Data Source: IRS Form 990‐PF “Return of Private Foundation” and attachments  1 2

Includes US Government Securities imputed to BL Madoff based on reported Madoff income and/or mid-year trading records Madoff exposure indicated as passthrough from Ascot Partners L.P., Prospect Capital Partners, Ninth Street Partners LTD, or "Turbo LLC for Madoff"

Compiled by Daniel E. Smith, Benefit Technology, Inc. for Nicholas Kristof, The New York Times

Largest Donee Donation Amount  Mid Kansas Jewish Foundation  $100,300  Beren Middle School $300,000 

Tufts Hillel $5,000 

 

Private Foundations  Preliminary Estimates of Madoff Exposure 

Daniel E. Smith, President [email protected]

Compiled for Nicholas Kristof, The New York Times 

Foundation Name  Director 

State  City 

Tax Return Preparer Values As Of  

Raab Charitable Trust, Sidney R.   Nancy Cahners, Trustee, Brookline, MA 

MA   Boston 

Carlin, Charron & Rosen 12/31/06 

Ribakoff Family Foundation   Eugene J. Ribakoff, Palm Beach, FL 

MA   Worcester 

Greenberg Rosenbatt KU 05/31/07 

Schott Fund, Caroline & Sigmund   Liselotte Leeds, Treasurer, Great Neck, NY 

MA   Cambridge 

Shapiro Foundation, Carl & Ruth   Carl J. Shapiro, Chairman, Palm Beach, FL 

Total Assets 

Madoff Possible  Exposure 

Donations Prior Year 

Largest Donee Donation Amount 

$20,121,326 

$10,733,539

$736,857

Comb Jewish Philanthropies  $262,000 

$556,504 

Indeterminate

$912,952

Joint Jewish Dist Committee  $300,000 

Miller, Ellin & Company 06/30/07 

$57,752,689 

$7,858,842

$2,247,497

MA   Boston 

Konigsberg, Wolf & Co 12/31/07 

$323,912,042 

$199,666,505 1

$12,884,837

Siff Charitable Foundation   Robert M. Siff, Trustee, Palm Beach, FL 

MA   Worcester 

Joseph M. Highart CPA 12/31/06 

$2,285,927 

$1,224,137

$442,198

Takvorian Foundation, Katherine&Ronald   Katherine Takvorian, Concord, MA 

MA   Boston 

Robert Finnegan & Lynch 12/31/06 

$1,516,390 

$1,480,965 1

$60,291

Harvard College Fund $10,000 

The Adler Foundation   James B. Adler, Chevy Chase, MD 

MD   Chevy Chase 

William A. Owens CPA 12/31/06 

$5,037,563 

$3,208,757 1

$130,000

Sidwell Friends School $50,000 

Kaplan Foundation, Charles I & Mary   Jerome Kaplan, President, Rockville, MD 

MD   Rockville 

Patrick M. O'Rourke CPA 12/31/06 

$30,188,436 

$29,184,803

$920,000

JCCA of North America $655,000 

Kaplan Foundation, Jerome A. & Deena I.   Jerome A. Kaplan, Rockville, MD 

MD   Rockville 

Bez*wick Group 12/31/07 

$2,325,664 

$0

$370,761

Vis Arts at Rockville $150,000 

Small Foundation, Albert & Lillian   Albert Small, President, Bethesda, MD 

MD   Bethesda 

Hariton, Mancuso & Jone 12/31/06 

$11,093,380 

$8,490,866 1

$461,524

Jewish Historical Society DC  $42,544 

Small‐Alper Family Foundation   Lillian Small, Manager, Bethesda, MD 

MD   Bethesda 

Hariton, Mancuso & Jone 12/31/06 

$11,118,191 

$8,490,866 1

$505,544

Jewish Historical Society DC  $70,544 

Data Source: IRS Form 990‐PF “Return of Private Foundation” and attachments  1 2

Includes US Government Securities imputed to BL Madoff based on reported Madoff income and/or mid-year trading records Madoff exposure indicated as passthrough from Ascot Partners L.P., Prospect Capital Partners, Ninth Street Partners LTD, or "Turbo LLC for Madoff"

Compiled by Daniel E. Smith, Benefit Technology, Inc. for Nicholas Kristof, The New York Times

Schott Foundation For Pub Ed  $2,225,000  Brandeis University $2,850,000  U Mass Memorial Foundation  $150,000 

 

Private Foundations  Preliminary Estimates of Madoff Exposure 

Daniel E. Smith, President [email protected]

Compiled for Nicholas Kristof, The New York Times 

Foundation Name  Director 

State  City 

Tax Return Preparer Values As Of  

Kaufman Family Foundation   Richard Kaufman, Coopersville, MI 

MI   Coopersville 

Conn Geneva & Robinson 12/31/06 

$3,730,316 

$1,428,704

$189,430

American Friends of Shalom  $80,000 

Broms Family Foundation   Richard A. Broms, St. Louis Park, MN 

MN   St. Louis Park 

LARSONALLEN LLP 12/31/06 

$2,005,612 

$1,678,427 1

$183,065

Minneapolis Jewish Federation  $125,000 

$2,083,357 

$2,083,357 1

$86,675

$713,480 

$693,198 1

$100,058

Minneapolis Jewish Federation  $58,070 

$1,430,170 

$1,382,234 1

$264,050

Minneapolis Institute of Arts  $72,000 

Fiterman Foundation, Steven C. & Susan L.   MN   Lurie Besikof Lapidus Steven C. Fiterman, Golden Valley, MN  Golden Valley  12/31/06 

Total Assets 

Madoff Possible  Exposure 

Donations Prior Year 

Largest Donee Donation Amount 

Simpson College $38,000 

Moscoe Family Foundation   Thomas Moscoe, Minnetonka. MN 

MN   Eden Prarie 

Bomberg, Roach & Hanson 12/31/06 

Murphy Family Foundation, Kingsley H.   Kingsley H. Murphy, Jr., St. Louis Park, MN 

MN   St. Louis Park 

CBIZ Accounting 12/31/06 

Nadler Foundation, Charles & Candice   Charles Nadler, President, Excelsior, MN 

MN   Excelsior 

Lurie Besikof Lapidus  12/31/06 

$545,167 

$537,349 1

$57,000

The Phileona Foundation   M.D. Miller, Chairman, Minneapolis, MN 

MN   Minneapolis 

Lurie Besikof Lapidus 09/30/06 

$54,587,843 

$54,577,205 1

$1,230,395

The Werner Foundation   Violet Werner, President, Palm Beach, FL 

MN   Minnetonka 

Doris Shaw PA  12/31/07 

$1,453,251 

$1,090,639 1

$297,210

Jewish Federation of PBC $64,020 

Billig Foundation  Gail Billig, Trustee, Englewodd, NJ 

NJ  Englewood 

Jacques M. Levy & Co 10/31/06 

$5,160,291 

$1,859,920 2

$277,100

P.E.F. Israel Endowment Funds   $50,000 

Eisenberg Foundation, Mitzi & Warren   Warren Eisenberg, President, Union, NJ 

NJ   Union 

David Eisig CPA 06/30/07 

$105,093,124 

$5,147,504

$5,185,104

David G. Miller 12/31/07 

$15,000,792 

$14,945,462

$389,409

The Lautenberg Foundation   NJ   Frank R. Lautenberg, President, Cliffside, NJ  Cliffside Park 

Data Source: IRS Form 990‐PF “Return of Private Foundation” and attachments  1 2

Includes US Government Securities imputed to BL Madoff based on reported Madoff income and/or mid-year trading records Madoff exposure indicated as passthrough from Ascot Partners L.P., Prospect Capital Partners, Ninth Street Partners LTD, or "Turbo LLC for Madoff"

Compiled by Daniel E. Smith, Benefit Technology, Inc. for Nicholas Kristof, The New York Times

Minneapolis Jewish Federation  $38,000  Minneapolis Federation $351,000 

New Museum of Contemp Art  $1,100,000  Temple Sharley Telifo Israel  $39,480 

 

Private Foundations  Preliminary Estimates of Madoff Exposure 

Daniel E. Smith, President [email protected]

Compiled for Nicholas Kristof, The New York Times 

Foundation Name  Director 

State  City 

Tax Return Preparer Values As Of  

The Levin Family Foundation   Martin Levin, President, Palm Beach, FL 

NJ   Livingston 

Greenfield & Kaufman 06/30/07 

The Allegro Foundation  Micha Dichter, Director, New York, NY 

NY  New York 

RSM MCGLADREY 12/30/06 

Total Assets 

Madoff Possible  Exposure 

Donations Prior Year 

Largest Donee Donation Amount  Utd Jewish Appeal Metro West  $133,500 

$6,016,343 

$5,844,361 1

$294,700

$957,152 

$364,139 2

$58,103

Friends of Mogen‐David $17,000  NJ Symphony Orchestra $100,000 

Angel Family Foundation C/O THE AYCO Co  NY   Albert Angel, President, Albany, NY  Albany 

The AYCO Company 12/31/07 

$2,164,383 

$2,131,704

$188,310

Belfer Foundation, Robert A. & Renee E.   Robert A. Belfer, President, New York, NY 

NY   New York 

Leon M. Reimer & Co 12/31/07 

$44,781,592 

Indeterminate

$5,485,956

Weil Medical College‐Cornell  $2,006,000 

Belfer Foundation, Arthur & Rochelle   Robert A. Belfer, Director, New York, NY 

NY   New York 

Leon M. Reimer & Co 12/31/07 

$7,065,884 

$1,990,860 1

$1,822,500

Weil Medical College‐Cornell  $1,500,000 

The Mittlemann Family Foundation   Josef Mittlemann, Trustee, New York, NY 

NY   New York 

Spritzer, Kaufman & Co 12/31/07 

$6,036,232 

$470,957

$174,192

Brown University $99,785 

Berkowitz‐Blau Foundation   Calvin Berkowitz, Director, Brooklyn, NY 

NY   Brooklyn 

Milton Brown 12/31/07 

$1,160,545 

Unknown

$163,260

Stanton St Synagogue $36,650 

Bennett & Gertrude Berman Foundation   Helaine B. Fisher, President, Santa Fe, NM 

NY   New York 

Friedman LLP 09/30/07 

$3,117,075 

$3,063,513 1

$100,000

University of Haifa $100,000 

Bitensky Foundation, Samson & Halina   NY   Halina Bitenshy, President, Manhassett, NY  Manhasset 

Peter To, CPA 12/31/07 

$3,370,940 

$3,222,342 1

$203,650

Yeshiva University Museum  $70,000 

Blumenfeld Foundation, Edward & Susan   NY   Edward Blumenfeld, President, Syossett, NY  Syossett 

Konigsberg, Wolf & Co 04/30/08 

$2,653,025 

$2,539,993 1

$180,590

Leukemia & Lymphoma Soc  $50,000 

Blumenfeld Family Foundation, Brad   NY   Brad A. Blumenfeld, President, Syossett, NY  Uniondale 

Konigsberg, Wolf & Co 12/31/07 

$249,947 

$221,666 1

$17,050

Data Source: IRS Form 990‐PF “Return of Private Foundation” and attachments  1 2

Includes US Government Securities imputed to BL Madoff based on reported Madoff income and/or mid-year trading records Madoff exposure indicated as passthrough from Ascot Partners L.P., Prospect Capital Partners, Ninth Street Partners LTD, or "Turbo LLC for Madoff"

Compiled by Daniel E. Smith, Benefit Technology, Inc. for Nicholas Kristof, The New York Times

Gift of Life $10,000 

 

Private Foundations  Preliminary Estimates of Madoff Exposure 

Daniel E. Smith, President [email protected]

Compiled for Nicholas Kristof, The New York Times 

Foundation Name  Director 

State  City 

Tax Return Preparer Values As Of  

Bravmann Foundation, L.  Ludwig Bravman, President, New York, NY 

NY  Riverdale 

Wolf Maryles & Associates 06/30/06 

Certilman Family Foundation, Robert A.   Robert A. Certilman, St. James, NY 

NY   St. James 

Total Assets 

Madoff Possible  Exposure 

Donations Prior Year 

Largest Donee Donation Amount  Jewish Communal Fund $1,001,030 

$22,345,517 

$4,622,716 2

$1,016,312

Kenneth A. Lindenbaum 12/31/07 

$1,528,828 

$1,499,220 1

$26,176

Code Blue Foundation C/O Ashford Advsrs  NY   Shari Sant Plummer, President, Malibu, CA  Pittsford 

Dejoy, Knauf & Blood 12/31/07 

$5,093,286 

$1,586,384 1

$219,050

Smithsonian Ocean Initiative  $67,000 

Cohn Family Foundation, Max B.   Milton Cohn, President, Kings Point, NY 

NY   Kings Point 

Sosnik Bell & Co 05/31/08 

$5,178,675 

$3,845,095 1

$412,905

North Shore LIJ Health System  $300,250 

DOS BFS Charitable Foundation Trust   Bette Stein, Trustee, Garden City, NY 

NY   Garden City 

Margolin, Winer & Evens 12/31/07 

$2,149,917 

$2,106,917 1

$155,070

Camp Vacamas $100,000 

Feinstein Foundation, Susan & Leonard   Leonard Feinstein, Farmingdale, NY 

NY   Farmingdale 

David Eisig, CPA 06/30/07 

$100,202,806 

$5,146,024

$6,111,112

Fishbein Interstitial Cystitist Foundation   Laurie Fishbein, President, Armonk, NY 

NY   New York 

Hertz, Herson & Comp 06/30/08 

$1,600,520 

$1,494,165

$2,022

Fisher Foundation, Avery & Janet   Janet C. Fisher, President, New York, NY 

NY   New York 

Berdon LLP 11/30/07 

$8,075,148 

$7,118,379

$536,500

Museum of Jewish Heritage  $138,650 

The Fishman Family Foundation, Yale   Yale Fishman, Director, Lawrence, NY 

NY   Cedarhurst 

Charles E. Becker CPA 12/31/07 

$2,452,243 

$2,437,008

$211,272

Knesset Yehuda $18,000 

The Lawrence Flinn Jr. Charitable Trust   Lawrence Flynn, Jr., Trustee, Rye, NY 

NY   Rye 

Sarawitz, Milito & Co 12/31/07 

$21,664,479 

$2,113,430 1

$1,093,859

Fran‐Man Foundation   Deborah Madoff, Treasurer, New York, NY 

NY   New York 

Gary Haber, C.P.A. 12/31/07 

$164,226 

Unknown

$12,300

Data Source: IRS Form 990‐PF “Return of Private Foundation” and attachments  1 2

Includes US Government Securities imputed to BL Madoff based on reported Madoff income and/or mid-year trading records Madoff exposure indicated as passthrough from Ascot Partners L.P., Prospect Capital Partners, Ninth Street Partners LTD, or "Turbo LLC for Madoff"

Compiled by Daniel E. Smith, Benefit Technology, Inc. for Nicholas Kristof, The New York Times

CSH Library Friends $10,000 

North Shore LIJ Health System  $2,500,000  N/A N/A 

Greenwich Country Day School  $458,247  92nd Street Y $1,000 

 

Private Foundations  Preliminary Estimates of Madoff Exposure 

Daniel E. Smith, President [email protected]

Compiled for Nicholas Kristof, The New York Times 

Foundation Name  Director 

State  City 

Tax Return Preparer Values As Of  

Friedman Foundation, Ruth & Arthur   Arthur Friedman, President, Glen Cove, NY 

NY   Great Neck 

Blank 12/31/07 

$151,521 

$148,724 1

$10,930

The Gershwind Family Foundation   Marjorie Gershwind, Kings Point, NY 

NY   New York 

Blank 12/31/07 

$19,310,791 

Significant

$798,625

New York Presyterian Hospital  $260,000 

The Gettinger Foundation   Robert Gettinger, President, New York, NY 

NY   New York 

Faber & Fox 10/31/07 

$5,235,159 

$5,207,002 1

$229,000

Yale Cancer Center $20,000 

J. Gurwin Foundation   Joseph Gurwin, President, Palm Beach, FL 

NY   Rockville Ctr 

Koffler, Levinstein, Rom 07/31/07 

$27,777,119 

$15,691,124

$1,240,640

Hammerman and Fisch Foundation  Stephen Hammerman, Trustee, NY 

NY  Marcum & Kliegman Atlantic Beach  12/31/06 

$5,139,487 

$3,521,554 2

$730,456

Horowitz and Libshutz Family Foundation   Unspecified 

NY   Dennis Kalick & Associates Old Westbury  12/31/07 

$785,648 

$683,435

$88,590

Hirsch Foundation, Richard L   Richard L. Hirsch, Great Neck, NY 

NY   Great Neck 

$2,267,681 

Significant

$162,501

$847,940 

$706,388

$94,570

$4,930,133 

$1,586,384 1

$221,500

Island Press $50,000  NY Presbyterian Hospital $275,600 

Konigsberg, Wolf & Co 12/31/07 

The Horowitz Foundation, Linda & Richard   NY   Dennis Kalick & Associates Richard Horowitz, Old Westbury, NY  Old Westbury  12/31/06 

Total Assets 

Madoff Possible  Exposure 

Donations Prior Year 

Ivorybill Foundation C/O Ashford Advsrs   Alexis G. Sant, President, Washington, DC 

NY   Pittsford 

Dejoy, Knauf & Blood 12/31/07 

The Jacobson Family Foundation   Kathy Jacobson, Locust Valley, NY 

NY   New York 

Blank 12/31/07 

$29,694,957 

Significant

$922,959

Jesselson Foundation   Erica Jesselson, President, New York, NY 

NY   New York 

Berdon LLP 04/30/07 

$39,880,934 

$20,438,820 1

$5,564,835

Data Source: IRS Form 990‐PF “Return of Private Foundation” and attachments  1 2

Includes US Government Securities imputed to BL Madoff based on reported Madoff income and/or mid-year trading records Madoff exposure indicated as passthrough from Ascot Partners L.P., Prospect Capital Partners, Ninth Street Partners LTD, or "Turbo LLC for Madoff"

Compiled by Daniel E. Smith, Benefit Technology, Inc. for Nicholas Kristof, The New York Times

Largest Donee Donation Amount  Abilities $2,000 

American Society for Technion  $400,000  Jerusalem Foundation $64,000  Unspecified $0  Medical Dev for Israel $15,000  North Shore LIJ Health System  $30,000 

PEF Israel Endowment Funds  $694,000 

 

Private Foundations  Preliminary Estimates of Madoff Exposure 

Daniel E. Smith, President [email protected]

Compiled for Nicholas Kristof, The New York Times 

Foundation Name  Director 

State  City 

Tax Return Preparer Values As Of  

JJR Foundation C/O RHO CAPITAL PRTNRS  Joshua Ruch, Trustee, New York, NY 

NY  New York 

Eisner LLP 09/30/06 

$11,318,224 

$387,541 2

$336,610

Jewish Communal Fund $336,610 

Katz Family Foundation, Iris & Saul   Saul B. Katz, President, Glen Cove, NY 

NY   Great Neck 

Blank 12/31/05 

$6,616,096 

$1,844,081

$546,925

NSUH ‐ Great Neck NY $275,000 

Katz Foundation, Dayle and Michael  Michael Katz, President, Old Westbury, NY 

NY   Great Neck 

Blank 12/31/06 

$1,344,803 

$734,140

$77,040

Lederman Family Foundation   NY   Konigsberg, Wolf & Co Mark Lederman, Director, Southampton, NY  Southampton  12/31/07 

$2,021,074 

$1,186,288

$276,687

Leeds Foundation, Andrea & Michael   Michael S. Leeds, Trustee, Syossett, NY 

NY   Syossett 

Miller Ellin & Company 03/31/08 

$7,448,374 

$6,669,582 1

$1,296,844

Levine Foundation, Noel and Harriette   Noel Levine, President, Bedford, NY 

NY   New York 

Eisner & Lubin  12/31/07 

$795,444 

$793,874 1

$75,000

Levy Foundation, Betty and Norman F.   Frances N. Levy, President ,New York, NY 

NY   New York 

Konigsberg, Wolf & Co 09/30/07 

$244,389,849 

$244,385,384 1

$31,280,050

The Lifton Family Foundation   Martin Lifton, Trustee, New Hyde Park, NY 

NY   New Hyde Pk 

Imowitz Koenig & Co 05/31/07 

$2,115,280 

$2,115,280 1

$135,764

Total Assets 

Madoff Possible  Exposure 

Donations Prior Year 

Largest Donee Donation Amount 

North Shore LIJ Health System  $24,300  Temple Israel $42,870  University of Colorado $904,774  National Symphony Orchestra  $75,000  The JEHT Foundation $29,943,050  The Washington Institute $35,000 

Lipmanson Foundation, Margaret&Richard   NY   Gerald Leeds, Chairperson, Great Neck, NY  New York 

Miller Ellin & Company 06/30/07 

$26,822,479 

$9,401,427

$3,288,764

Teachers College ‐ Columbia  $1,938,764 

Litwin Foundation   Leonard Litwin, New Hyde Park, NY 

Cohen & Sprung Associates 12/31/06 

$99,793,440 

$67,713,670 1

$3,714,003

Crohn's Foundation $400,000 

$4,934,955 

$1,586,384 1

$280,000

NY   New Hyde Pk 

Long Cove Foundation C/O Ashford Advsrs   NY   Michael J. Sant, President, Venice, CA  Pittsford 

Dejoy, Knauf & Blood 12/31/07 

Data Source: IRS Form 990‐PF “Return of Private Foundation” and attachments  1 2

Includes US Government Securities imputed to BL Madoff based on reported Madoff income and/or mid-year trading records Madoff exposure indicated as passthrough from Ascot Partners L.P., Prospect Capital Partners, Ninth Street Partners LTD, or "Turbo LLC for Madoff"

Compiled by Daniel E. Smith, Benefit Technology, Inc. for Nicholas Kristof, The New York Times

Central Asia Institute $125,000 

 

Private Foundations  Preliminary Estimates of Madoff Exposure 

Daniel E. Smith, President [email protected]

Compiled for Nicholas Kristof, The New York Times 

Foundation Name  Director 

State  City 

Tax Return Preparer Values As Of  

Lucerne Foundation   Robert Rimsky, Trustee, New York, NY 

NY   New York 

Marks Paneth & Shron 09/30/07 

$4,061,877 

$1,037,862 1

$1,054,157

Madoff Family Foundation   Bernard Madoff, President, New York, NY 

NY   New York 

Konigsberg, Wolf & Co 12/31/07 

$19,125,499 

$19,060,372 1

$95,000

Madoff Foundation, Mark & Stephanie   Mark Madoff, President, New York, NY 

NY   New York 

PriceWaterhouseCoopers 11/20/07 

$2,001,336 

$0

$0

Madoff Foundation, Deborah & Andrew   Andrew Madoff, President, New York, NY 

NY   New York 

PriceWaterhouseCoopers 12/31/07 

$4,946,267 

$0

$236,870

University of Pennsylvania  $50,000 

Marden Family Foundation   James Marden, President, New York, NY 

NY   New York 

Neal J. Nissel CPA 08/31/07 

$3,207,181 

$3,207,181

$418,255

University of Pennsylvania  $140,000 

Mariposa Foundation   Lewis W. Bernard, President, New York, NY 

NY   New York 

Dorian A. Vergos & Co 12/31/06 

$77,275,046 

$7,335,460 1

$3,366,514

Sarah Lawrence College $540,000 

McGonagle Foundation, Dextra Baldwin   Jonathan Spanier, Pres, South Salem, NY 

NY   South Salem 

O'Connor Davies Munns 12/31/07 

$24,404,318 

$7,434,332

$1,215,020

Rockefeller University $111,000 

Osterman Foundation, Phyllis & Thomas   L. Thomas Osterman, Stamford, CT 

NY   Great Neck 

Blank 12/31/07 

$226,805 

$223,085 1

$9,850

Brandeis University $2,000 

The Parker Foundation, Jack   Adam P. Glick, President, New York, NY 

NY   New York 

Allen C. Schneider & Co 12/31/07 

$1,063 

$227

$624,648

Aspen Art Museum $300,000 

$11,294,328 

Unknown

$1,130,800

Congregation Sr Servants IHM  $300,000 

$850,679 

$847,725 1

$102,000

North Shore LIJ Health System  $25,000 

Pascucci Family Foundation   NY   Michael C. Pascucci, President, Melville, NY  Melville 

BDO Seidman LLP 09/30/07 

Pergament Foundation, Randi & Bruce   Bruce Pergament, Trustee, Rosalyn, NY 

Weisberg, Mole, Krant 12/31/06 

NY   Roslyn 

Total Assets 

Madoff Possible  Exposure 

Donations Prior Year 

Data Source: IRS Form 990‐PF “Return of Private Foundation” and attachments  1 2

Includes US Government Securities imputed to BL Madoff based on reported Madoff income and/or mid-year trading records Madoff exposure indicated as passthrough from Ascot Partners L.P., Prospect Capital Partners, Ninth Street Partners LTD, or "Turbo LLC for Madoff"

Compiled by Daniel E. Smith, Benefit Technology, Inc. for Nicholas Kristof, The New York Times

Largest Donee Donation Amount  North Shore Hospital $100,000  Public Theatre $50,000  None $0 

 

Private Foundations  Preliminary Estimates of Madoff Exposure 

Daniel E. Smith, President [email protected]

Compiled for Nicholas Kristof, The New York Times 

Foundation Name  Director 

State  City 

Tax Return Preparer Values As Of  

Pomrenze Foundation, Jay and Hadasa   Jay Pomrenze, President, New York, NY 

NY  New York 

RSM MCGLADREY 12/31/06 

The Prospect Hill Foundation   William S. Beinecke, Chairman, NY 

NY   New York 

Marks,Paneth & Shron 06/30/07 

Queensgate Foundation   Peter A. Joseph, President, Bronx, NY 

NY   New York 

Tag Associates LLC 11/30/07 

Resnick Foundation, Burton P. & Judith R.   Burton P. Resnick, President, New York, NY 

NY   New York 

Eisner & Lubin  03/31/08 

Schlichter Foundation  Peter Madoff Executor   Bernard Madoff, President, New York, NY 

NY   New York 

Konigsberg, Wolf & Co 12/31/07 

Schott Foundation, Lewis   Lewis Schott, President, Palm Beach, FL 

NY   New York 

A Kozack and Company 12/31/07 

Schreier Foundation   Michael Schreier, President, Huguenot, NY 

NY   Great Neck 

Robert L. Kriste 12/31/07 

Slade Foundation, Michael & Ruth   Michael Slade, Matinecock, NY 

NY   Matinecock 

Amper, Politzner & 12/31/07 

Total Assets 

Madoff Possible  Exposure 

Donations Prior Year 

Largest Donee Donation Amount  Cental Fund Israel $25,000 

$1,538,757 

$1,538,256 2

$299,333

$76,532,293 

$2,859,577 2

$3,927,852

Yale University $500,000 

$2,662,802 

Unknown

$1,422,845

JCC Manhattan $250,000 

$13,464,572 

$5,006,216 1

$758,980

Weil Medical College‐Cornell  $500,000 

$1,626,925 

$1,625,769

$92,500

Old Westbury Hebrew Cong  $92,000 

$3,930,930 

$3,048,832 1

$1,405,920

$540,688 

$532,745 1

$48,000

$3,211,432 

$2,776,172

$203,177

Old Westbury Hebrew Cong  $37,718 

$20,201,898 

$714,894 2

$717,893

Beinecke Scholarship Grants  $541,143 

University of Florida  $600,000  Oxfam America $7,000 

The Sperry Fund   NY   Frederick Beinecke, President, New York, NY  New  York 

Marks Paneth & Shron 06/30/07 

The Stern Family Foundation, Lou & Harry   NY   Russell Stern, President, Great Neck, NY  Great Neck 

Berdon LLP 12/31/07 

$3,952,774 

$3,436,555

$247,135

North Shore Univ Hospital  $125,000 

Studio for Urban Projs C/O Ashford Advsrs   NY   Allison E. Sant, President, San Francisco, CA  Pittsford 

Dejoy, Knauf & Blood 12/31/07 

$5,073,061 

$1,561,597 1

$140,000

Rudolf Steiner Foundation  $15,000 

Data Source: IRS Form 990‐PF “Return of Private Foundation” and attachments  1 2

Includes US Government Securities imputed to BL Madoff based on reported Madoff income and/or mid-year trading records Madoff exposure indicated as passthrough from Ascot Partners L.P., Prospect Capital Partners, Ninth Street Partners LTD, or "Turbo LLC for Madoff"

Compiled by Daniel E. Smith, Benefit Technology, Inc. for Nicholas Kristof, The New York Times

 

Private Foundations  Preliminary Estimates of Madoff Exposure 

Daniel E. Smith, President [email protected]

Compiled for Nicholas Kristof, The New York Times 

Foundation Name  Director 

State  City 

Tax Return Preparer Values As Of  

The Tepper Family Foundation   Marvin B. Tepper, Sands Point, NY 

NY   Great Neck 

Blank 12/31/07 

$669,075 

$322,234

$99,500

North Shore LIJ Health System  $25,000 

The Westlake Foundation   Paul Konigsberg, President, Greenwich, CT 

NY   New  York 

Konigsberg, Wolf & Co 12/31/07 

$755,069 

$750,134 1

$45,800

UJA $25,000 

Wilpon Family Foundation, Judy & Fred   Fred Wilpon, President, Locust Valley, NY 

NY   Great Neck 

Blank 12/31/07 

$109,120 

$74,362 1

$3,019,480

Wilpon Foundation, Debbie & Richard A.   Richard A. Wilpon, Sands Point, NY 

NY   Great Neck 

Blank 12/31/07 

$72,025 

$49,575

Wilpon Foundation, Valerie and Jeffrey S.   Jeffrey Wilpon, Greenwich, CT 

NY   Great Neck 

Blank 12/31/06 

$463,757 

$394,924

Zemsky Foundation C/O Taurus Partners   Sam Zemsky, Trustee, Stuart, FL 

NY   Buffalo 

RSM MCGLADREY 12/31/07 

$4,299,247 

$4,040,322 1

$887,100

Jewish Philanthropies Found  $100,000 

Zenkel Foundation   Lois Zenkel, President, Greenwich, CT 

NY   New  York 

Sarowitz Milito & Co 12/31/07 

$4,178,659 

$2,460,457 1

$397,472

Intl Center of Photography  $102,000 

The Sapirstein‐Stone‐Weiss Foundation   Gary Weiss, President, Cleveland, OH 

OH   Cleveland 

Sustin, Bartell 05/31/07 

$18,605,610 

$4,097,221

$1,265,867

Jewish Federation of Cleveland  $523,800 

Stone Foundation, Irving I.   Gary Weiss, President, Cleveland, OH 

OH   Cleveland 

Conner & Associates 12/31/07 

$44,220,828 

Indeterminate

$4,305,500

Fuchs Mizrach School $3,250,000 

Kozloff Family Charitable Trust   Paul J. Kozloff, Director, Wyomissing, PA 

PA    

Reinsel, Kuntz Lesher 12/31/06 

$1,872,824 

$1,871,087

$143,995

Palm Beach Opera $18,400 

Charles Salmanson Family Foundation   Charles Salmanson, Trustee, Providence, RI 

RI   Providence 

Rosenstein, Halper 09/30/07 

$1,849,148 

$1,779,192 1

$212,810

Miriam Hospital Foundation  $100,000 

Total Assets 

Madoff Possible  Exposure 

Donations Prior Year 

2

Greenwich Country Day School  $25,000 

Includes US Government Securities imputed to BL Madoff based on reported Madoff income and/or mid-year trading records Madoff exposure indicated as passthrough from Ascot Partners L.P., Prospect Capital Partners, Ninth Street Partners LTD, or "Turbo LLC for Madoff"

Compiled by Daniel E. Smith, Benefit Technology, Inc. for Nicholas Kristof, The New York Times

University of Michigan $2,087,500  CCFA $4,000 

Data Source: IRS Form 990‐PF “Return of Private Foundation” and attachments  1

Largest Donee Donation Amount 

 

Private Foundations  Preliminary Estimates of Madoff Exposure 

Daniel E. Smith, President [email protected]

Compiled for Nicholas Kristof, The New York Times 

Foundation Name  Director 

State  City 

Tax Return Preparer Values As Of  

Donald Salmanson Foundation   Donald Salmanson, Trustee, Providence, RI 

RI   Providence 

Rosenstein, Halper 09/30/07 

$5,063,238 

$3,265,280 1

$233,185

Miriam Hospital Foundation  $100,000 

Leavitt Family Charitable Trust, Julian J.   Peter M Leavitt, Director, Georgetown, TX 

TX   Georgetown 

The Coughlin Group 12/31/06 

$6,786,201 

$5,774,353

$294,200

Jewish Geriatric Services Inc  $80,000 

Rosenthal Foundation, Marion & Robert   Robert M. Rosenthal, Arlington, VA 

VA   Arlington 

RSM MCGLADREY 12/31/07 

$12,442,327 

$5,626,706 1

$963,248

National Gallery of Art $200,000 

The Auld Foundation, Patrice and Kevin   Patrice Auld, President, Seattle, WA 

WA   Seattle 

Neal J. Nissel CPA 08/31/07 

$1,715,505 

$1,669,851

$213,628

NYU Film School $25,000 

Kaleidoscope Foundation   Richard Leeds, Co‐President, Bellvue, WA 

WA   Bellevue 

Miller, Ellin & CO 11/30/07 

$12,568,324 

$3,169,358

$1,226,674

Total Assets 

Madoff Possible  Exposure 

Donations Prior Year 

 

Data Source: IRS Form 990‐PF “Return of Private Foundation” and attachments  1 2

Includes US Government Securities imputed to BL Madoff based on reported Madoff income and/or mid-year trading records Madoff exposure indicated as passthrough from Ascot Partners L.P., Prospect Capital Partners, Ninth Street Partners LTD, or "Turbo LLC for Madoff"

Compiled by Daniel E. Smith, Benefit Technology, Inc. for Nicholas Kristof, The New York Times

Largest Donee Donation Amount 

Grays Harbor Audubon Society  $148,500