APOLLO OPPORTUNITY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- APOLLO OPPORTUNITY FOUNDATION (EIN 87-4097394)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202443209349100204
- Schema version
- 2023v5.1
- 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-PF
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T23:09:10-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12830 EL CAMINO REAL SUITE 600 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921302978 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 874097394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APOLLO OPPORTUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | APOL | BusinessNameControlTxt |
| Phone | 2124552647 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 WEST 57TH STREET 43RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIANE KINAHAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2124552647 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOCELYNE MILLER | PreparerPersonNm |
| PTIN | P00634378 | PTIN |
| Phone | 6192326500 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $147,337,152 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,961,990 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,450,001 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,443,825 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,118,825 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,443,825 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,405,815 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,893,826 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $242,553 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $242,553 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $64,215 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,422 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $57,793 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $52,675 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,267 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,408 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $674,192 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,963 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $396 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,567 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $41,600 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $4,160 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $37,440 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,453 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $67,072 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,153,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,698 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $455,833 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,427,562 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,302,562 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,581,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,698 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,758,395 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,824,530 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,870,128 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $248,505 | CashBOYAmt |
| Cash EOY | $505,085 | CashEOYAmt |
| Cash EOYFMV | $505,085 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,296,971 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,443,547 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,443,547 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $401,983 | AcctRcvblAmt |
| Acct Rcvbl EOY | $401,983 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $401,983 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $109,982,699 | CorporateStockBOYAmt |
| Corporate Stock EOY | $101,869,437 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $101,869,437 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $23,117,100 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23,117,100 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $111,528,175 | TotalAssetsBOYAmt |
| Total Assets EOY | $147,337,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $147,337,152 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $307,917 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $497,692 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $805,609 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $111,528,175 | RetainedEarningBOYAmt |
| Retained Earning EOY | $146,531,543 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,528,175 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $146,531,543 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,528,175 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $147,337,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,528,175 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,824,530 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29,178,838 | OtherIncreasesAmt |
| Subtotal | $146,531,543 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $146,531,543 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NET GAIN/LOSS FROM SALE OF ASSET | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $47,118,825 | GrossSalesPriceAmt |
| Cost Or Other Basis | $36,675,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,443,825 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,443,825 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,443,825 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,443,825 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $192,795 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $192,795 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $192,795 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $102,147 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $520,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $622,147 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $429,352 | OverpaymentAmt |
| Applied To ES Tax | $429,352 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | APOLLO OPPORTUNITY FOUNDATION | IndividualWithBooksNm |
| Phone | 2124552647 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 WEST 57TH STREET 43RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARC ROWAN | ||||||||
| 9 WEST 57TH STREET 43RD FLOOR | NEW YORK | NY | 10019 | CHAIR OF THE BOARD OF DIRECTORS | 0.50 | $0 | $0 | $0 |
| JAMES ZELTER | ||||||||
| 9 WEST 57TH STREET 43RD FLOOR | NEW YORK | NY | 10019 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SCOTT KLEINMAN | ||||||||
| 9 WEST 57TH STREET 43RD FLOOR | NEW YORK | NY | 10019 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LAUREN COAPE-ARNOLD | ||||||||
| 9 WEST 57TH STREET 43RD FLOOR | NEW YORK | NY | 10019 | EXECUTIVE DIRECTOR | 10.00 | $0 | $0 | $0 |
| SHARI VERSCHELL | ||||||||
| 9 WEST 57TH STREET 43RD FLOOR | NEW YORK | NY | 10019 | SECRETARY | 2.00 | $0 | $0 | $0 |
| KRISTY KINAHAN | ||||||||
| 9 WEST 57TH STREET 43RD FLOOR | NEW YORK | NY | 10019 | TREASURER | 2.00 | $0 | $0 | $0 |
| CHRISTINE HOMMES | ||||||||
| 9 WEST 57TH STREET 43RD FLOOR | NEW YORK | NY | 10019 | CLASS B DIRECTOR | 0.50 | $0 | $0 | $0 |
| EARL HUNT | ||||||||
| 9 WEST 57TH STREET 43RD FLOOR | NEW YORK | NY | 10019 | CLASS B DIRECTOR | 0.50 | $0 | $0 | $0 |
| GARY PARR | ||||||||
| 9 WEST 57TH STREET 43RD FLOOR | NEW YORK | NY | 10019 | CLASS B DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON THACHER & BARTLETT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL SERVICES | ServiceTypeTxt |
| Compensation | $58,715 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $97,161,092 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,965,066 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,558,550 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,684,708 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,684,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,885,271 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,799,437 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,189,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,189,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $192,795 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $192,795 | TotalTaxAmt |
| Distributable Before Adj | $5,997,177 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,997,177 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,997,177 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,758,395 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,758,395 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,997,177 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,012,940 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,758,395 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,012,940 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,997,177 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $748,278 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $748,278 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $748,278 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $748,278 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNITED WAY OF CENTRAL IOWA | |||||||||||
| 1111 9TH ST SUITE 100 | DES MOINES | IA | 50314 | PC | GENERAL OPERATING | $50,000 | |||||
| HARLEM LACROSSE | |||||||||||
| 8 W 126TH ST FL 3 | NEW YORK CITY | NY | 10027 | PC | GENERAL OPERATING | $25,000 | |||||
| UCONN FOUNDATION | |||||||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 062693206 | PC | GENERAL OPERATING | $25,000 | |||||
| UNITED JEWISH FEDERATION | |||||||||||
| 1029D 130 E 59TH ST | NEW YORK | NY | 10022 | PC | GENERAL OPERATING | $1,000,000 | |||||
| THE CARVER | |||||||||||
| 7 ACADEMY ST | NORWALK | CT | 068504016 | PC | GENERAL OPERATING | $20,000 | |||||
| CAREER GIRLS | |||||||||||
| 1517 NORTH POINT ST 431 | SAN FRANCISCO | CA | 94123 | PC | GENERAL OPERATING | $30,000 | |||||
| AMERICA NEEDS YOU | |||||||||||
| 82 NASSAU ST 60358 | NEW YORK | NY | 10038 | PC | GENERAL OPERATING | $100,000 | |||||
| AVANTI FELLOWS USA | |||||||||||
| AVANTI FELLOWS USA2238 LUSARDI DR | SAN JOSE | CA | 95148 | PC | GENERAL OPERATING | $100,000 | |||||
| BRAVEN | |||||||||||
| 100 N LASALLE STREETSUITE 310 | CHICAGO | IL | 60602 | PC | GENERAL OPERATING | $625,000 | |||||
| ECHOING GREEN | |||||||||||
| 462 7TH AVENUE FL 13 | NEW YORK | NY | 10018 | PC | GENERAL OPERATING | $750,000 | |||||
| FUTURES AND OPTIONS | |||||||||||
| 111 BROADWAY SUITE 1602 | NEW YORK | NY | 10006 | PC | GENERAL OPERATING | $50,000 | |||||
| GAIN - GIRLS ARE INVESTORS | |||||||||||
| PC | GENERAL OPERATING | $100,000 | 85 GREAT PORTLAND STREET1ST FLOOR | LONDON | LONDON | UK | W1W 7LT | ||||
| GIRLS WHO CODE | |||||||||||
| 1250 BROADWAY 17TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL OPERATING | $125,000 | |||||
| GIRLS WHO INVEST | |||||||||||
| 28 LIBERTY STREET 6TH FLR | NEW YORK | NY | 10005 | PC | GENERAL OPERATING | $250,000 | |||||
| NATIONAL ED EQUITY LAB | |||||||||||
| 648 BROADWAY SUITE 603 | NEW YORK | NY | 10012 | PC | GENERAL OPERATING | $750,000 | |||||
| OWNERSHIP WORKS | |||||||||||
| 209 W 29TH ST SUITE 167 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING | $200,000 | |||||
| PER SCHOLAS | |||||||||||
| 804 E 138TH STREET2ND FLOOR | BRONX | NY | 10454 | PC | GENERAL OPERATING | $125,000 | |||||
| POINT FOUNDATION | |||||||||||
| 6230 WILSHIRE BLVD SUITE 890 | LOS ANGELES | CA | 90048 | PC | GENERAL OPERATING | $125,000 | |||||
| PROJECT IOWA | |||||||||||
| 4801 FRANKLIN AVE ROOM 106 | DES MOINES | IA | 50310 | PC | GENERAL OPERATING | $150,000 | |||||
| STUDENT LEADERSHIP NETWORK | |||||||||||
| 322 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL OPERATING | $125,000 | |||||
| THE ACCELERATION PROJECT | |||||||||||
| PO BOX 335 | SCARSDALE | NY | 10538 | PC | GENERAL OPERATING | $100,000 | |||||
| THE HONOR FOUNDATION | |||||||||||
| 11055 ROSELLE ST STE 120 | SAN DIEGO | CA | 92121 | PC | GENERAL OPERATING | $100,000 | |||||
| THE MARCY LAB | |||||||||||
| 882 3RD AVE SUITE 1123 | BROOKLYN | NY | 11232 | PC | GENERAL OPERATING | $350,000 | |||||
| THE TEAK FELLOWSHIP | |||||||||||
| 16 WEST 22ND STREET 3RD FLOOR | NEW YORK | NY | 10010 | PC | GENERAL OPERATING | $350,000 | |||||
| CLONTARF FOUNDATION | |||||||||||
| PC | GENERAL OPERATING | $100,000 | MCKAY STREET | BENTLEY | WESTERN AUSTRALIA | AS | 6102 | ||||
| ENTREPRENEURIAL TRAINING FOR INNOVATIVE COMMUNITIES | |||||||||||
| PC | GENERAL OPERATING | $125,000 | HIGASHI 1-1-36 SUITE 402 | SHIBUYA | TOKYO | JA | 150-0011 | ||||
| AVAILABLE UPON REQUEST | |||||||||||
| 9 WEST 57TH STREET 43RD FLOOR | NEW YORK | NY | 10019 | PC | GENERAL OPERATING | $1,452,562 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,302,562 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENERATION YOU EMPLOYED INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 PENNSYLVANIA AVENUE NW SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING | GrantOrContributionPurposeTxt |
| Amt | $125,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $125,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,961,990 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,443,825 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,405,815 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,405,815 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - APOLLO GLOBAL MANAGEMENT, INC. (APO) STOCKS | StockNm |
| EOY Book Value | $101,869,437 | EOYBookValueAmt |
| EOYFMV | $101,869,437 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | CategoryTxt |
| Legal Fees | $64,215 | LegalFeesAmt |
| Net Investment Income | $6,422 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $57,793 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APOLLO TOTAL RETURN FUND (OFFSHORE) LTD. | $7,622,502 | $7,622,502 |
| APOLLO DEFINED RETURN OFFSHORE FUND, L.P. | $7,884,004 | $7,884,004 |
| APOLLO TOTAL RETURN FUND INVESTMENT GRADE (OFFSHORE), SPC | $7,610,594 | $7,610,594 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $156 | $16 | $0 | $140 |
| MARKETING EXPENSE | $72,216 | $7,222 | $0 | $64,994 |
| ENGAGEMENT EXPENSE | $2,153 | $215 | $0 | $1,938 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $29,178,838 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $497,692 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL FEES - TAX | $18,375 | $1,837 | $0 | $16,538 |
| PROFESSIONAL FEES - MARKETING | $34,300 | $3,430 | $0 | $30,870 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $674,192 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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