THE HERRNSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE HERRNSTEIN FAMILY FOUNDATION (EIN 46-1591770)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-04-12
- IRS object ID
- 202311029349101306
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-12T12:00:48-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461591770 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERRNSTEIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JIMA | BusinessNameControlTxt |
| Phone | 6462547430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO COHNREZNICK 1301 6TH AVE 10 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBESON M HERRNSTEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6462547430 | PhoneNum |
| Signature | 2023-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBESON | PersonFirstNm |
| Person Last | HERRNSTEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2023-04-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,769,632 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,001,501 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $154,601 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $154,601 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $683,586 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $683,586 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $677,139 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,842,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $705,045 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,516,827 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,543,232 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,346 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,673 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,673 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $88,378 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $88,378 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42,620 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $228 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $228 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $142,572 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,901 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,140,004 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,140,004 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,282,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,145,905 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,234,251 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,449,181 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,092,221 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,688 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,688 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,101,441 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,623,242 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,623,242 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $31,138,583 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,076,672 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,076,702 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,332,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,769,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,769,632 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $37,332,245 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,769,602 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,332,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,769,602 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,332,245 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,769,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,332,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,234,251 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $43,566,496 | SubtotalAmt |
| Other Decreases | $4,796,894 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,769,602 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES | $4,841,999 | $4,136,970 | $705,029 | $705,029 | |
| CAPITAL GAINS DIVIDENDS | $16 | $16 | $16 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $705,045 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,144 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,144 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,144 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $898 | EsPenaltyAmt |
| Tax Due | $21,042 | TaxDueAmt |
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 | 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 | JAMES AND ROBESON HERRNSTEIN | IndividualWithBooksNm |
| Phone | 2128266000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O COHNREZNICK LLP 1301 6TH AVE 10 | AddressLine1Txt |
| Address Line2 | FL | AddressLine2Txt |
| 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 | 0 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBESON M HERRNSTEIN | ||||||||
| C/O COHNREZNICK LLP 1301 6TH AVE | NEW YORK | NY | 10019 | PRESIDENT, MEMBER, SECRETA | 5.00 | $0 | $0 | $0 |
| JAMES R HERRNSTEIN | ||||||||
| C/O COHNREZNICK LLP 1301 6TH AVE | NEW YORK | NY | 10019 | VICE PRESIDENT, MEMBER, TR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $36,960,606 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $245,983 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,206,589 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,206,589 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $558,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,648,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,832,425 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,832,425 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,144 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,144 | TotalTaxAmt |
| Distributable Before Adj | $1,812,281 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,812,281 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,812,281 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,145,905 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,145,905 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,812,281 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,903,734 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,572,268 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,493,057 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,646,242 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $854,517 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,469,818 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,145,905 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,812,281 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $333,624 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,803,442 | 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 | $2,903,734 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,899,708 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,572,268 | ExcessFromYear4Amt |
| Excess From Year3 | $1,493,057 | ExcessFromYear3Amt |
| Excess From Year2 | $1,646,242 | ExcessFromYear2Amt |
| Excess From Year1 | $854,517 | ExcessFromYear1Amt |
| Excess From Current Year | $333,624 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBESON M HERRNSTEIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBESON M HERRNSTEIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O COHNREZNICK LLP 1301 6TH AVE 10 | AddressLine1Txt |
| Address Line2 | FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128266000 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMANI GLOBAL | |||||||
| 1889 ADAM CLAYTON POWELL JR BLVD | NEW YORK | NY | 10026 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT MISSION | $5,000 | |
| CHILDREN AND SCREENS | |||||||
| 100 JERICHO QUADRANGLE SUITE 220 | JERICHO | NY | 11753 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT MISSION | $50,000 | |
| EQUAL JUSTICE INITIATIVE | |||||||
| 1301 AVENUE OF THE AMERICAS 10TH | NEW YORK | NY | 10019 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT MISSION | $5,000 | FLOOR |
| INTEGRATE HEALTH | |||||||
| PO BOX 605 | MEDWAY | MA | 02053 | PC | TO HELP THE SUPPORT ORGANIZATIONS HEALTHCARE MISSION. | $5,000 | |
| LAST MILE HEALTH | |||||||
| 24 SCHOOL ST BOSTON | BOSTON | MA | 02108 | PC | TO HELP THE SUPPORT ORGANIZATIONS HEALTHCARE MISSION. | $5,000 | |
| LWALA COMMUNITY ALLIANCE | |||||||
| PO BOX 60688 | NASHVILLE | TN | 37206 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT MISSION | $5,000 | |
| MUSO | |||||||
| 3254 19TH STREET | SAN FRANCISCO | CA | 94110 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | PC | TO HELP THE SUPPORT ORGANIZATIONS HEALTHCARE MISSION | $50,000 | |
| PIVOTWORKS INC | |||||||
| 2 ATLANTIC AVE 4TH FLOOR | BOSTON | MA | 02110 | PC | TO HELP THE SUPPORT ORGANIZATIONS HEALTHCARE MISSION. | $1,710,004 | |
| RONALD MCDONALD HOUSE CHARITIES NEW YORK METRO | |||||||
| 26707 76TH AVE | NEW HYDE PARK | NY | 11040 | PC | TO HELP THE SUPPORT ORGANIZATIONS HEALTHCARE MISSION. | $250,000 | |
| STONY BROOK FOUNDATION INC | |||||||
| POB 1511 | STONY BROOK | NY | 11790 | PC | TO HELP THE SUPPORT ORGANIZATIONS DENTAL OUTREACH MADAGASCAR AND CENTER VALBIO PROGRAM. | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,140,004 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,601 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $683,586 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $677,139 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,515,326 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,515,326 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND ROBESON HERRNSTEIN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O COHNREZNICK LLP 1301 6TH AVE 10 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,001,501 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES | $3,121,144 | 2021-12-07 |
| 1 | PUBLICLY TRADED SECURITIES | $180,023 | 2021-12-08 |
| 1 | PUBLICLY TRADED SECURITIES | $3,700,334 | 2022-08-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COHNREZNICK LLP | CategoryTxt |
| Amt | $11,346 | Amt |
| Net Investment Income | $5,673 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,673 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS ACCT #611 | StockNm |
| EOY Book Value | $4,623,242 | EOYBookValueAmt |
| EOYFMV | $4,623,242 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS ACCT #821 | FMV | $1,791,193 | $1,791,193 |
| GOLDMAN SACHS ACCT #460 | FMV | $24,675,996 | $24,675,996 |
| GOLDMAN SACHS ACCT #821 | FMV | $518,952 | $518,982 |
| GOLDMAN SACHS ACCT #821 | FMV | $259,609 | $259,609 |
| GOLDMAN SACHS ACCT #821 | FMV | $374,838 | $374,838 |
| GOLDMAN SACHS ACCT #460 | FMV | $6,456,084 | $6,456,084 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $4,796,894 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSES AND PERMITS | Desc |
| Revenue And Expenses Per Books | $228 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $228 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOLDMAN SACHS | CategoryTxt |
| Amt | $88,378 | Amt |
| Net Investment Income | $88,378 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $42,620 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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