HOPE FOR DEPRESSION RESEARCH FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOPE FOR DEPRESSION RESEARCH FOUNDATION (EIN 20-4559210)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-06-06
- IRS object ID
- 202421589349300042
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-06T17:34:25-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH & ELKIN CPA'S PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4601 MILITARY TRAIL SUITE 201 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204559210 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPE FOR DEPRESSION RESEARCH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GRUSS & CO LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID ZISLIN - C/O GRUSS & C | InCareOfNm |
| Business Name Control | HOPE | BusinessNameControlTxt |
| Phone | 2126763200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WEST 57TH STREET STE 1440 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100194001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AUDREY GRUSS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5615156456 | PhoneNum |
| Signature | 2024-06-05 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AUDREY | PersonFirstNm |
| Person Last | GRUSS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AUDREY B GRUSS CHAIRMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WEST 57TH ST STE 1440 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100194001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,383,561 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | hopefordepression.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION FUNDS RESEARCH TO FIND THE ROOT CAUSES OF AND NEW AND BETTER TREATMENTS FOR DEPRESSION, AS WELL AS PROGRAMS TO RAISE PUBLIC AWARENESS ABOUT THE ILLNESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 58 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $478,017 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,132,232 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,683,151 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,803,525 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,700,410 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,935,757 | PYTotalRevenueAmt |
| CY Total Revenue | $3,383,561 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,736,228 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,342,105 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $573,029 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $829,334 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,259,699 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,011,496 | PYOtherExpensesAmt |
| CY Other Expenses | $1,577,670 | CYOtherExpensesAmt |
| PY Total Expenses | $8,320,753 | PYTotalExpensesAmt |
| CY Total Expenses | $7,749,109 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$384,996 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,365,548 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,922,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,213,164 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,292,413 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,256,472 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,630,437 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,956,692 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TWO-FOLD: FIRST AND FOREMOST HDRF FUNDS THE MOST INNOVATIVE NEUROSCIENCE RESEARCH INTO THE ORIGINS, DIAGNOSIS, TREATMENT AND PREVENTION OF DEPRESSION AND ITS RELATED MOOD DISORDERS BIPOLAR DISORDER, POSTPARTUM DEPRESSION, POST-TRAUMATIC STRESS DISORDER, ANXIETY DISORDER AND SUICIDE. OUR SECOND GOAL IS TO RAISE AWARENESS OF DEPRESSION AS A MEDICAL ILLNESS AND TO EDUCATE THE PUBLIC ABOUT THE FACTS OF DEPRESSION. WE EDUCATE AND INFORM IN ORDER TO HELP REMOVE THE STIGMA OF DEPRESSION. ********************************************************************* ********************************************************************* | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,920,142 | ExpenseAmt |
| Grant | $5,342,105 | GrantAmt |
| Desc | THE FOUNDATION WAS INCORPORATED TO FUND THE MOST INNOVATIVE NEUROSCIENCE RESEARCH INTO THE ORIGINS, DIAGNOSIS, TREATMENT AND PREVENTION OF DEPRESSION AND ITS RELATED MOOD DISORDERS- BIPOLAR DISORDER, POSTPARTUM DEPRESSION, POST-TRAUMATIC STRESS DISORDER, ANXIETY DISORDER AND SUICIDE. ****************************************************************** | Desc |
| Total Program Service Expenses | $5,920,142 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ZISLIN - CO GRUSS C | PersonNm |
| Phone | 2124464244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WEST 57TH STREET SUITE 1440 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100194001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|---|
| LOUISA BENTON | ||||||||
| EXECUTIVE DIRECTOR | 40.0 | 0.0 | Yes (X) | Yes (X) | Yes (X) | $281,530 | $0 | $0 |
| AUDREY B GRUSS | ||||||||
| CHAIRMAN & DIRECTOR | 20.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR HAROLD W KOENIGSBERG | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ZISLIN | ||||||||
| VICE PRESIDENT / TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR STEVEN P ROOSE | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR WILLIAM T SPECK | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR ROBERT MICHELS | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR DAVID KAHN | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN D GRUSS | ||||||||
| SENIOR VICE PRESIDENT | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BHASH LALTA | ||||||||
| VICE PRESIDENT / SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| COURTNEY KEEMSS | ||||||||
| ASSISTANT SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $281,530 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,374,975 | FundraisingAmt |
| All Other Contributions | $308,176 | AllOtherContributionsAmt |
| Noncash Contributions | $23,726 | NoncashContributionsAmt |
| Total Contributions | $1,683,151 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,700,410 | TotalRevenueColumnAmt |
| Exclusion | $1,700,410 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,383,561 | TotalRevenueColumnAmt |
| Exclusion | $1,700,410 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,533,593 | TotalAmt |
| Program Services | $4,533,593 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808,512 | TotalAmt |
| Program Services | $808,512 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,531 | TotalAmt |
| Program Services | $98,536 | ProgramServicesAmt |
| Management And General | $98,536 | ManagementAndGeneralAmt |
| Fundraising | $84,459 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,169 | TotalAmt |
| Program Services | $141,809 | ProgramServicesAmt |
| Management And General | $141,809 | ManagementAndGeneralAmt |
| Fundraising | $121,551 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,423 | TotalAmt |
| Program Services | $34,448 | ProgramServicesAmt |
| Management And General | $34,448 | ManagementAndGeneralAmt |
| Fundraising | $29,527 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,211 | TotalAmt |
| Program Services | $15,474 | ProgramServicesAmt |
| Management And General | $15,474 | ManagementAndGeneralAmt |
| Fundraising | $13,263 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,202 | TotalAmt |
| Management And General | $31,202 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,450 | TotalAmt |
| Management And General | $3,450 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,444 | TotalAmt |
| Program Services | $79,876 | ProgramServicesAmt |
| Management And General | $158,870 | ManagementAndGeneralAmt |
| Fundraising | $348,698 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,278 | TotalAmt |
| Program Services | $6,209 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $18,069 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,728 | TotalAmt |
| Program Services | $32,813 | ProgramServicesAmt |
| Management And General | $25,672 | ManagementAndGeneralAmt |
| Fundraising | $10,243 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,834 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $34,820 | ManagementAndGeneralAmt |
| Fundraising | $3,014 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,344 | TotalAmt |
| Program Services | $19,813 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $71,531 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,755 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $11,755 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT & TEMPORARIES | $4,710 | $0 | $0 | $4,710 |
| MEALS & ENTERTAINMENT | $22,272 | $15,305 | $0 | $6,967 |
| RECRUITING AND LOCATING | $32,368 | $11,329 | $11,329 | $9,710 |
| PROMOTIONAL AND MEDIA EXPENSE | $214,269 | $79,962 | $0 | $134,307 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,016 | TotalAmt |
| Program Services | $42,463 | ProgramServicesAmt |
| Management And General | $1,903 | ManagementAndGeneralAmt |
| Fundraising | $403,650 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,749,109 | TotalAmt |
| Program Services | $5,920,142 | ProgramServicesAmt |
| Management And General | $569,268 | ManagementAndGeneralAmt |
| Fundraising | $1,259,699 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,737 | BOYAmt |
| EOY | $155,473 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,983 | BOYAmt |
| EOY | $164,448 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $686 | BOYAmt |
| EOY | $7,260 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,772 | BOYAmt |
| EOY | $67,828 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $58,652 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $58,652 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,672 | BOYAmt |
| EOY | $122,155 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,046,000 | BOYAmt |
| EOY | $46,696,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,922,850 | BOYAmt |
| EOY | $47,213,164 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,243 | BOYAmt |
| EOY | $54,449 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,405,853 | BOYAmt |
| EOY | $5,019,079 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,686 | BOYAmt |
| EOY | $82,061 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,631 | BOYAmt |
| EOY | $100,883 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,292,413 | BOYAmt |
| EOY | $5,256,472 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,489,037 | BOYAmt |
| EOY | -$4,800,462 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,119,474 | BOYAmt |
| EOY | $46,757,154 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,630,437 | BOYAmt |
| EOY | $41,956,692 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,922,850 | BOYAmt |
| EOY | $47,213,164 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,365,548 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,383,757 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,691,954 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,899,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,353,278 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,312,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,132,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,683,151 | CurrentTaxYearAmt |
| Total | $50,380,647 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,899,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,353,278 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,312,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,132,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,683,151 | CurrentTaxYearAmt |
| Total | $50,380,647 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $50,380,647 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $762,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,554,218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,803,525 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,700,410 | CurrentTaxYearAmt |
| Total | $10,900,885 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $61,281,532 | TotalSupportAmt |
| Public Support CY170 | 0.82212 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86053 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | EXCLUDED CONTRIBUTIONS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE A - THE FOUNDATION RECEIVED DONATED OFFICE SPACE OF $122,997 , AND MANAGEMENT SERVICES, AND PROMOTIONAL MATERIALS WITH A MARKET VALUE OF $74,908 DURING THE CURRENT FISCAL YEAR. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,046,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$3,350,000 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $46,696,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,254,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$6,208,000 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $50,046,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,623,357 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,630,643 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $56,254,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $33,251,196 | ContributionsAmt |
| Investment Earnings Or Losses | -$627,839 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $32,623,357 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EVERGREEN INST. PARTNERS LP | Desc |
| Book Value | $46,696,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $46,696,000 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATE | $100,883 |
| FEDERAL TAX PAYABLE | $0 |
| STATE TAX PAYABLE | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $100,883 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,273,269 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,383,757 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $197,905 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,581,662 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,691,607 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,691,954 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,691,954 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,383,561 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,947,014 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $197,905 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $197,905 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,749,109 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $7,749,109 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D PART XIII- SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | FOR AUDIT / BOOK PURPOSES, THE INVESTMENT IN EVERGREEN INSTITUTIONAL PARTNERS LP IS ADJUSTED EACH FISCAL YEAR BY A MARK-TO-MARKET ADJUSTMENT WITH A CORRESPONDING UNREALIZED GAIN/LOSS ON THE INCOME STATEMENT. FOR TAX PURPOSES, THE INCOME ON THE FORM K-1 IS REPORTED ON FORM 990 PART VIII STATEMENT OF REVENUE BUT NOT REFLECTED ON THE AUDITED FINANCIALS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | DEPRESSION RESEARCH | $391,760 | CASH |
| North America | DEPRESSION RESEARCH | $416,752 | CASH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I | QUESTION 2: HDRF RECEIVES A GRANT PROPOSAL WHICH INCLUDES RESEARCH METHODS AND PROTOCOLS TO BE USED AND A BUDGET. FOR MULTI-YEAR GRANTS, INTERIM REPORTS AND FINANCIALS ARE REVIEWED PRIOR TO ADDITIONAL FUNDING BEING AUTHORIZED. AT THE END OF THE GRANT, FINAL RESEARCH REPORTS WITH RESULTS AND FINANCIAL STATEMENTS ARE SUBMITTED TO HDRF. FOLLOW-UP REPORTS ARE EXPECTED WITH FURTHER ANALYSIS OF THE RESULTS AND DETAILS OF ANY PUBLICATION OF THE RESEARCH. |
| PART IV | QUESTION 1: THE TAXPAYER MADE A TRANSFER TO THE DOUGLAS UNIVERSITY MENTAL HEALTH INSTITUTE, [MCGILL UNIVERSITY] AND TO THE MAX-PLANK INSTITUTE OF PSYCHIATRY. THE TRANSFER WAS FOR RESEARCH GRANTS AND TAXPAYER ACQUIRED NO INTEREST IN THE ENTITY. THEREFORE, FORM 926, RETURN BY A U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION IS NOT REQUIRED TO BE FILED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $557,910 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $557,910 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $251,734 | OtherDirectExpensesEvent1Amt |
| Event2 | WALK-PB | Event2Nm |
| Gross Receipts Event2 | $526,127 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $526,127 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $376,680 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $287,112 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $287,112 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $199,977 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,371,149 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $1,371,149 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $828,391 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $828,391 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $542,758 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||
| ONE GUSTAVE LEVY PLACE BX 1075 | NEW YORK | NY | 10029 | 136171197 | 501(c)3 | $1,175,490 | DEPRESSION RESEARCH |
| RESEARCH FOUNDATION FOR MENTAL HYGIENE INC | |||||||
| 150 BROADWAY STE 301 | MENANDS | NY | 12229 | 141410843 | 501(c)3 | $1,360,993 | DEPRESSION RESEARCH |
| DUKE UNIVERSITY | |||||||
| 2200 WEST MAIN SUITE 900 | DURHAM | NC | 27705 | 560532129 | 501(C)3 | $383,631 | DEPRESSION RESEARCH |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92037 | 943067788 | 501(C)3 | $165,421 | DEPRESSION RESEARCH |
| THE BOARD OF REGENTS OF UNIVERSITY OF WISCONSIN | |||||||
| 21 N PARK STREET SUITE 6401 | MADISON | WI | 53515 | 396049062 | 501(C)3 | $158,961 | DEPRESSION RESEARCH |
| UNIVERSITY OF MICHIGAN | |||||||
| 205 ZINE PITCHER PLACE | ANN ARBOR | MI | 48109 | 386006309 | 501(C)3 | $875,774 | DEPRESSION RESEARCH |
| JOAN & SANFORD I WEIL MEDICAL COLLEGE OF CORNELL | |||||||
| 1300 YORK AVENUE | NEW YORK | NY | 10065 | 131623978 | 501(C)3 | $413,323 | DEPRESSION RESEARCH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I | FormAndLineReferenceDesc |
| Explanation | QUESTION 2: HDRF RECEIVES A GRANT PROPOSAL WHICH INCLUDES RESEARCH METHODOLOGY AND PROTOCOLS TO BE USED AND A BUDGET. FOR MULTI-YEAR GRANTS,INTERIM REPORTS AND FINANCIALS ARE REVIEWED PRIOR TO ADDITIONAL FUNDING BEING AUTHORIZED. AT THE END OF THE GRANT, FINAL RESEARCH REPORTS WITH RESULTS AND FINANCIAL STATEMENTS ARE SUBMITTED TO HDRF. FOLLOW-UP REPORTS ARE EXPECTED WITH FURTHER ANALYSIS OF THE RESULTS AND DETAILS OF ANY PUBLICATION OF THE RESEARCH. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUISA BENTON | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $231,530 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $50,000 | BonusFilingOrganizationAmount |
| Deferred Compensation Flng Org | $16,892 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $8,779 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $307,201 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $23,726 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FAMILY OR BUSINESS RELATIONSHIPS WITHIN GOVERNING BODY: | (PART VI, SECTION A, GOVERNING BODY & MANAGEMENT : QUESTION 2)- AUDREY B. GRUSS, CHAIRMAN, AND DAVID ZISLIN, SECRETARY & TREASURER OF THE FOUNDATION HAVE A BUSINESS RELATIONSHIP TOGETHER. THEY ARE BOTH EMPLOYEES OF GRUSS & CO., LLC. THEY ARE COMPENSATED BY GRUSS & CO., LLC. FOR SERVICES RENDERED TO GRUSS & CO. LLC. MRS. GRUSS AND MR. ZISLIN, ALONG WITH OTHER DIRECTORS (LISTED IN PART VII, PAGE 7 OF FORM 990) ARE NOT COMPENSATED BY THE FOUNDATION FOR THEIR CHARITABLE WORK. **************************************************************** |
| MEMBERS ELECTING OTHER MEMBERS TO THE GOVERNING BODY: | (PART VI, SECTION A, GOVERNING BODY & MANAGEMENT: QUESTION 6 & 7A) CURRENTLY, AUDREY B. GRUSS IS THE SOLE MEMBER OF HOPE FOR DEPRESSION RESEARCH FOUNDATION. AS SUCH, MRS. GRUSS IS THE ONLY MEMBER WHO MAY ELECT ANOTHER MEMBER OF THE GOVERNING BODY. **************************************************************** |
| REVIEW PROCESS FOR RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX-FORM 990: | (PART VI, SECTION B, POLICIES: QUESTION 11A)- AFTER THE FINANCIAL STATEMENTS ARE AUDITED BY A CERTIFIED PUBLIC ACCOUNTING FIRM, THE TAX RETURN IS THEN PREPARED BY ANOTHER CERTIFIED PUBLIC ACCOUNTING FIRM. AFTER PREPARATION OF THE RETURN, THE CHAIRMAN AND SECRETARY / TREASURER OF THE FOUNDATION INTERNALLY REVIEW IT TO ENSURE THE RETURN IS ACCURATE AND COMPLETE. THE COMPLETE FINANCIALS ARE MADE AVAILABLE TO ALL BOARD MEMBERS FOR REVIEW BEFORE SUBMISSION TO THE INTERNAL REVENUE SERVICE ADDITIONALLY, THE DRAFT TAX RETURN IS REVIEWED WITH THE AUDIT COMMITTEE. **************************************************************** |
| MONITOR AND ENFORCE COMPLIANCE WITH CONFLICT OF INTEREST POLICY: | (PART VI, SECTION B, POLICIES: QUESTION 12C)- AS REQUIRED BY ITS BY-LAWS AND CONFLICT OF INTEREST POLICY, THE FOUNDATION REQUIRES ITS DIRECTORS, OFFICERS, AND COMMITTEE MEMBERS TO ANNUALLY SIGN A STATEMENT AFFIRMING THAT HE OR SHE HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY AND THAT THE FOUNDATION MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ITS TAX-EXEMPT PURPOSES. DIRECTORS, OFFICERS AND COMITTEE MEMBERS MUST COMPLETE A DISCLOSURE STATEMENT ANNUALLY THAT AFFIRMATIVELY STATES WHETHER HE OR SHE IS AWARE OF ANY POTENTIAL CONFLICT, AND IF HE OR SHE, IS TO EXPLAIN THAT POTENTIAL CONFLICT. FINALLY, THE AFORESAID INDIVIDUALS MUST DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST ARISING FROM THEIR RELATIONSHIP WITH A PERSON OR ORGANIZATION SEEKING A GRANT FROM THE FOUNDATION. **************************************************************** |
| GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT | (PART VI, SECTION C, DISCLOSURE: QUESTION 19)- THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. **************************************************************** |
| PART VI SECTION B QUESTION 11A | THE AUDIT COMMITEE IS PROVIDED A COPY OF THE FORM 990 FOR REVIEW BEFORE FILING OF THE FORM. THE 990 IS NOT DISTRIBUTED TO ALL MEMBERS OF ITS GOVERNING BODY. ************************************************************************* |
| PROCESS FOR DETERMINING COMPENSATION OF KEY EMPLOYEES/DIRECTORS | (FORM 990 PART VI QUESTION 15B) The president and treasurer of HDRF review Guide Stars Non-profit Compensation Report annually whilst setting the Executive Directors Salary. The GuideStar Nonprofit Compensation Report draws exclusively from data reported on Forms 990 and 990-EZ. Specifically, they review the compensation of Executive Directors in New York State of charities with $2.5 mil. to $5.0 mil. in annual budget and other mitigating factors. ************************************************************************* |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | (FORM 990 PART XI LINE 9) ************************************************************************** **** FOR AUDIT / BOOK PURPOSES, THE INVESTMENT IN EVERGREEN INSTITUTIONAL PARTNERS LP IS ADJUSTED EACH FISCAL YEAR BY A MARK-TO-MARKET ADJUSTMENT WITH A CORRESPONDING UNREALIZED GAIN/LOSS ON THE INCOME STATEMENT. FOR TAX PURPOSES, THE INCOME ON THE FORM K-1 IS REPORTED ON FORM 990 PART VIII STATEMENT OF REVENUE BUT NOT REFLECTED ON THE AUDITED FINANCIALS. 2022 CALENDAR YEAR / 2023 FISCAL YEAR END TAXABLE INCOME FROM EVERGREEN INSITUTIONAL PARTNERS LP FORM K-1 WAS $1,691,954. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUDREY & MARTIN GRUSS FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 SFLAGLER DRIVE STE 801-E | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900445575 | EIN |
| Primary Activities | GRANT MAKING | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PRVTE FOUND | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN INSTITUTIONAL PARTNERS LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 S FLAGLER DRIVE SUITE 801E | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133921996 | EIN |
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Share Of Total Income | $1,691,954 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $46,696,000 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $532,241 | UBICodeVAmt |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.32830 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRUSS & CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 S FLAGLER DR STE 801-E | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132814116 | EIN |
| Primary Activities | MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | LLC | EntityTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Ownership | 0.00000 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GRUSS & CO LLC -SEE PART VII | ||
| E, P | $829,177 | COST |
| GRUSS & CO LLC -SEE PART VII | ||
| K | $122,997 | COST |
| GRUSS & CO LLC -SEE PART VII | ||
| M | $74,908 | COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | TRANSACTION WITH RELATED PARTIES | FormAndLineReferenceDesc |
| Explanation | PART V, LINE 2 - GRUSS & CO., LLC SHARES ITS OFFICE WITH HOPE FOR DEPRESSION RESEARCH FOUNDATION ("FOUNDATION"). GRUSS & CO., LLC. PAYS CERTAIN ADMINISTRATIVE OPERATING EXPENSES ON BEHALF OF THE FOUNDATION. HOWEVER, GRUSS & CO., LLC. IS REIMBURSED AT COST FOR THOSE OPERATING EXPENSES BY THE FOUNDATION. THE END OF YEAR BALANCE DUE TO GRUSS AND CO., LLC. IS NOTED ON SCHEDULE L, PART II LINE (1). IN ADDITION, GRUSS & CO., LLC. PROVIDES IN-KIND SERVICES INCLUDING THE USE OF OFFICE SPACE AND MANAGEMENT SERVICES TO THE FOUNDATION AT NO COST TO THE FOUNDATION. GRUSS & CO., LLC'S STOCK IS NOT OWNED BY THE FOUNDATION. ********************************************************************** ********************************************************************** | ExplanationTxt |
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