JOHN A HARTFORD FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOHN A HARTFORD FOUNDATION (EIN 13-1667057)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-05
- IRS object ID
- 202322789349100117
- 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-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-05T14:12:01-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 East 42nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131667057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN A HARTFORD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2128327788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVA CHENG | PersonNm |
| Person Title | CFO & TREASURER | PersonTitleTxt |
| Phone | 2128327788 | PhoneNum |
| Signature | 2023-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EVA | PersonFirstNm |
| Person Last | CHENG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Preparation | 2023-10-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $618,493,970 | 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 |
| Interest On Sav Rev And Expnss | $181,686 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $181,686 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,707,563 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,715,085 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,729,148 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,308,526 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,729,148 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $660,754 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,279,151 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,625,919 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,428,831 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $120,058 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,308,774 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,770,260 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $47,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,722,760 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,241,652 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $70,316 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,235,194 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $653 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $653 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,668,130 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,429,131 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $236,057 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $248,471 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $53,465 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $231,146 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,402 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $217,360 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $426,963 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $53,631 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $336,118 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $57,798 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $57,798 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,479,002 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,478 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,448,180 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,645,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,768,266 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,582,644 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,162,046 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,667,399 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,807,917 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,768,266 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,250,043 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,528,766 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,857,653 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,615,937 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,162,593 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,162,593 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $104,895 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $126,286 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $126,286 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $20,111,432 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,808,189 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,808,189 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $204,593,580 | CorporateStockBOYAmt |
| Corporate Stock EOY | $163,759,557 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $163,759,557 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $99,741,375 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $87,205,584 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $87,205,584 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $375,526,761 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $344,070,527 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $344,070,527 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,327,200 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,066,724 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $229,816 | LandBOYAmt |
| Land EOY | $260,476 | LandEOYAmt |
| Land EOYFMV | $260,476 | LandEOYFMVAmt |
| Other Assets BOY | $89,043 | OtherAssetsBOYAmt |
| Other Assets EOY | $100,758 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100,758 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $722,012,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $618,493,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $618,493,970 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $852,554 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $798,442 | AccountsPayableEOYAmt |
| Grants Payable BOY | $18,870,357 | GrantsPayableBOYAmt |
| Grants Payable EOY | $33,865,004 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $3,542,217 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,468,156 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,265,128 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,131,602 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $698,747,711 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $581,362,368 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $698,747,711 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $581,362,368 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $722,012,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $618,493,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $698,747,711 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,528,766 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $670,218,945 | SubtotalAmt |
| Other Decreases | $88,856,577 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $581,362,368 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| STOCK, ETFS, MUTUAL & COMMINGLED FUNDS | P | $41,883,188 | $27,844,054 | $14,039,134 | $14,039,134 |
| FIXED INCOME FUNDS | P | $34,045,737 | $35,735,324 | -$1,689,587 | -$1,689,587 |
| PRIVATE EQUITY, REAL ESTATE AND CREDIT FUNDS | P | $1,379,423 | $1,379,423 | $1,379,423 | |
| CLASS ACTION | P | $178 | $178 | $178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,729,148 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $248,221 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $248,221 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $248,221 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $316,428 | 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 | $316,428 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $68,207 | OverpaymentAmt |
| Applied To ES Tax | $68,207 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JOHNAHARTFORD.ORG | WebsiteAddressTxt |
| Individual With Books | EVA CHENG | IndividualWithBooksNm |
| Phone | 2128327788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 0 | 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN H ALLEN | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.70 | $14,500 | $0 | $0 |
| HUA EVA CHENG | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VICE PRES, FINANCE & CFO | 40.00 | $259,000 | $90,475 | $0 |
| TERESA T FULMER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | PRESIDENT | 40.00 | $612,714 | $94,210 | $0 |
| JENNIFER PHILLIPS | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | CORPORATE SECRETARY & EXEC | 40.00 | $112,900 | $48,240 | $0 |
| MARGARET L WOLFF | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 2.10 | $16,264 | $0 | $0 |
| NIRAV R SHAH | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.30 | $13,000 | $0 | $0 |
| LIAM DONOHUE | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.30 | $14,542 | $0 | $0 |
| AUDREY A MCNIFF | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| JOHN R MACH JR MD | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | CHAIR | 2.10 | $16,000 | $0 | $0 |
| ELIZABETH A PALMER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | CO VICE-CHAIR | 1.70 | $16,584 | $0 | $0 |
| EARL A SAMSON III | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | CO VICE-CHAIR | 1.70 | $16,427 | $0 | $0 |
| CHARLES M FARKAS | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.30 | $14,000 | $0 | $0 |
| RANI E SNYDER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VICE PRESIDENT, PROGRAM | 40.00 | $284,900 | $94,139 | $0 |
| DAVID DI MARTINO | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.00 | $13,000 | $0 | $0 |
| TRIPLER PELL | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.40 | $15,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARCUS ESCOBEDO | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VP COMM, SR PROGRAM | 40.00 | $213,000 | $67,813 | $0 |
| AMY BERMAN | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | SENIOR PROGRAM OFFIC | 40.00 | $209,400 | $49,223 | $0 |
| JANE CARMODY | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | SENIOR PROGRAM OFFIC | 40.00 | $179,900 | $70,496 | $0 |
| NANCY WEXLER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | PROGRAM OFFICER | 40.00 | $187,300 | $46,155 | $0 |
| SCOTT BANE | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | PROGRAM OFFICER | 40.00 | $139,600 | $40,115 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 9 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS & COMPANY | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT ADVISOR & MANAGERS | $1,432,617 |
| DE SHAW OCULUS OFFSHORE | |||||
| 1166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | INVESTMENT MANAGER | $297,150 |
| NON-US EQUITY MANAGERS PORTFOLIO 4 | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT MANAGER | $280,960 |
| CANTILLON CAPITAL MANAGEMENT | |||||
| 400 WEST 5TH STREET | NEW YORK | NY | 10019 | INVESTMENT MANAGER | $219,756 |
| MCDONALD DYNAMIC EQUITY LLC | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT MANAGER | $210,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 28 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COMMUNICATION & DISSEMINATION - TO DISSEMINATE RESOURCES, INCLUDING RESEARCH, REPORTS, EDUCATIONAL MODULES, ARTICLES, TRAINING OPPORTUNITIES, PRODUCED BY THE FOUNDATION'S GRANTEES. TO PARTNER WITH MEDIA OUTLETS TO CREATE CONTENT ABOUT AGING ISSUES AND SUPPORT PROGRAMS THAT HELP JOURNALISTS DO A BETTER JOB REPORTING ON AGING AND HEALTH TOPICS. | Description1Txt |
| Expenses1 | $1,060,613 | Expenses1Amt |
| Description2 | AGING AND HEALTH MEETINGS - TO IDENTIFY COMMON INTERESTS AND ISSUES AMONG GRANTEES AND OPERATIONALIZED NEW PROGRAM-RELATED AND GRANT IDEAS. | Description2Txt |
| Expenses2 | $93,953 | Expenses2Amt |
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 | $641,020,491 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $641,020,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $641,020,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,615,307 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $631,405,184 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,570,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,570,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $248,221 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $248,221 | TotalTaxAmt |
| Distributable Before Adj | $31,322,038 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $160,754 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,482,792 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,482,792 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,250,043 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $102,431 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $31,352,474 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,482,792 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,795,529 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,352,474 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,795,529 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,556,945 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $29,925,847 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRESIDENT THE JOHN A HARTFORD FOUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128327788 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE MAILED TO THE PRESIDENT OF THE FOUNDATION AT THE ABOVE ADDRESS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ONLY TO EXEMPT ORGANIZATIONS UNDER 501 (C)(3) OF THE IRS CODE, AND THAT ARE NOT PRIVATE FOUNDATIONS WITHIN THE MEANING OF SECTION 509 (A) OR A STATE OR POLITICAL SUBDIVISION THEREOF. NO GRANTS TO INDIVIDUALS. OUR PROGRAMMATIC AREAS OF EMPHASIS INCLUDE AGE-FRIENDLY HEALTH SYSTEM, FAMILY CAREGIVER SUPPORT AND SERIOUS ILLNESS/END OF LIFE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AARP Foundation | |||||||
| 601 E Street NW | Washington | DC | 20049 | PC | Professional Partners Supporting Family Caregiving | $100,000 | |
| AcademyHealth | |||||||
| 1666 K Street NW Suite 1100 | Washington | DC | 20006 | PC | Operating support | $2,000 | |
| ADvancing States Inc | |||||||
| 1201 15TH ST NW STE 350 | Washington | DC | 20005 | PC | Maximizing the impact of American Rescue Plan Act Home and Community-based Funding - State Support and Learning Project | $315,242 | |
| ADvancing States Inc | |||||||
| 1201 15TH ST NW STE 350 | Washington | DC | 20005 | PC | State Technical Assistance for ARPA HCBS Funding Implementation | $40,000 | |
| Age Friendly Foundation Inc | |||||||
| 204 2nd Avenue | Waltham | MA | 02451 | PC | 2020 Revolutionize Conference | $500,000 | |
| Alosa Health Inc | |||||||
| 419 Boylston Street 6th Floor | Boston | MA | 02116 | PC | Education Program on Aduhelm (aducanumab) for Health Care Professionals, Patients, and Families | $3,811 | |
| Altarum Institute | |||||||
| 3520 Green Court | Ann Arbor | MI | 48105 | PC | Investigation of Indiana Area Agencies on Aging (AAAs) incorporation into Medicare Advantage Dual Eligible Special Needs Plans (D-SNPs) Interdisciplinary Care Teams Using the 4Ms Framework | $45,408 | |
| American Academy of Home Care Medicine Inc | |||||||
| 307 South Eaton Street | Baltimore | MD | 21224 | PC | Moving and Scaling Home-Based Primary Care into the Mainstream of US Health Care formerly Building Awareness and Engaging Payers to Bring Home-Based Primary Care into the Mainstream | $121,000 | |
| American Academy of Home Care Medicine Inc | |||||||
| 307 South Eaton Street | Baltimore | MD | 21224 | PC | Moving and Scaling Home-Based Primary Care into the Mainstream of US Health Care formerly Building Awareness and Engaging Payers to Bring Home-Based Primary Care into the Mainstream | $58,250 | |
| American Geriatrics Society Inc | |||||||
| 40 Fulton Street 18th Floor | New York | NY | 10038 | PC | Increasing Geriatrics Expertise in Surgical and Medical Specialties - Phase III | $594,434 | |
| American Geriatrics Society Inc | |||||||
| 40 Fulton Street 18th Floor | New York | NY | 10038 | PC | Increasing Geriatrics Expertise in Surgical and Medical Specialties - Phase III | $377,672 | |
| American Society on Aging | |||||||
| 548 Market Street PMB 85589 | San Francisco | CA | 941045401 | PC | Sponsorship of the 2002 Joint Conference of the National Council on the Aging and the American Society on Aging | $20,000 | |
| American Telemedicine Association | |||||||
| 901 N Glebe Road Suite 850 | Arlington | VA | 22203 | PC | Telehealth post-COVID-19 Campaign | $25,000 | |
| Beth Israel Deaconess Medical Center Inc | |||||||
| 330 Brookline Avenue BR 259 | Boston | MA | 022155491 | PC | Harvard Center of Excellence | $497,018 | |
| Brandeis University | |||||||
| 415 South Street MS 085 | Waltham | MA | 02453 | PC | Development of a National Strategy for Strengthening Long-Term Care for the Elderly | $2,500 | |
| Case Western Reserve University | |||||||
| 10900 Euclid Avenue | Cleveland | OH | 441067015 | PC | John A. Hartford Center of Gerontological Nursing Excellence (invitation to submit) | $690,314 | |
| Center for Health Care Strategies Inc | |||||||
| 200 American Metro Boulevard | Hamilton | NJ | 08619 | PC | Helping States Support Families Caring for an Aging America | $179,928 | Suite119 |
| Center for Health Policy Development National Academy for State Health Po | |||||||
| 1233 20th St NW Suite 303 | Washington | DC | 20036 | PC | Well Managed Care for Medicaid | $155,437 | |
| Center for Health Policy Development National Academy for State Health Po | |||||||
| 1233 20th St NW Suite 303 | Washington | DC | 20036 | PC | Well Managed Care for Medicaid | $310,289 | |
| Center for Medicare Advocacy Inc | |||||||
| PO Box 350 | Willimantic | CT | 06226 | PC | Reducing Harm to Medicare Beneficiaries: Improving Hospital Observation Status and Other Policies | $100,000 | |
| Community Catalyst Inc | |||||||
| One Federal Street Floor 5 | Boston | MA | 02110 | PC | Voices for Better Health: Geriatrics Provider Collaboration | $97,235 | |
| Convergence Center for Policy Resolution | |||||||
| 1133 19th Street NW Suite 410 | Washington | DC | 20036 | PC | Rethinking Care of Older Adults, Phase I | $18,000 | |
| Council of Medical Specialty Societies | |||||||
| 633 N Saint Clair St | Chicago | IL | 60611 | PC | National Patient Injury Prevention | $100,000 | |
| Duke University | |||||||
| 217 Allen Building | Durham | NC | 277080001 | PC | Faith in the Future: Religion, Aging and Healthcare in the 21st Century | $106,093 | |
| Education Development Center Inc | |||||||
| 300 Fifth Avenue | Waltham | MA | 02451 | PC | Support to disseminate "NICHE" results | $50,000 | |
| Emergency Medicine Foundation | |||||||
| 4950 West Royal Lane | Irving | TX | 750632524 | PC | Support for a workforce study in | $394,689 | |
| Emergency Medicine Foundation | |||||||
| 4950 West Royal Lane | Irving | TX | 750632524 | PC | Support for a workforce study in | $48,256 | |
| Emergency Medicine Foundation | |||||||
| 4950 West Royal Lane | Irving | TX | 750632524 | PC | Support for a workforce study in | $204,642 | |
| FAIR Health | |||||||
| 530 Fifth Avenue 18th Floor | New York | NY | 10036 | PC | Study of older adults most vulnerable to COVID-19 illness. | $67,238 | |
| Gerontological Society of America | |||||||
| 1220 L Street NW Suite 901 | Washington | DC | 20005 | PC | Hartford Geriatric Social Work Faculty Scholars Program and National Network (Cohorts II - IV) | $253,275 | |
| Grantmakers In Aging | |||||||
| 333 Mamaroneck Avenue 238 | White Plains | NY | 10605 | PC | General support | $77,110 | |
| Grantmakers In Aging | |||||||
| 333 Mamaroneck Avenue 238 | White Plains | NY | 10605 | PC | General support | $25,000 | |
| Grantmakers In Aging | |||||||
| 333 Mamaroneck Avenue 238 | White Plains | NY | 10605 | PC | General support | $10,000 | |
| Grantmakers In Health | |||||||
| 1100 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | General support | $19,500 | 1100 |
| Health Careers Futures | |||||||
| EQT Tower 625 Liberty Avenue Suite | Pittsburgh | PA | 15222 | PC | Revisiting the Teaching Nursing Home | $302,936 | 2500 |
| Health Research and Educational Trust | |||||||
| 155 North Wacker Suite 400 | Chicago | IL | 60606 | SO I | HRET Trust Award | $327,533 | |
| Health Research and Educational Trust | |||||||
| 155 North Wacker Suite 400 | Chicago | IL | 60606 | SO I | HRET Trust Award | $809,218 | |
| Hebrew Home for the Aged at Riverdale Foundation | |||||||
| 5901 Palisade Avenue | Riverdale | NY | 10471 | PC | Ms. Nora O'Brien-Suric | $14,000 | |
| Henry J Kaiser Family Foundation | |||||||
| 185 Berry Street Suite 2000 | San Francisco | CA | 94107 | PC | Kaiser Health News: The Late Life and Geriatric Care Reporting Project | $666,237 | |
| Henry J Kaiser Family Foundation | |||||||
| 185 Berry Street Suite 2000 | San Francisco | CA | 94107 | PC | Kaiser Health News: The Late Life and Geriatric Care Reporting Project | $302,001 | |
| Hilarity for Charity | |||||||
| 9301 Wilshire Blvd Ste 507 | Beverly Hills | CA | 90210 | PC | Hilarity for Charitys work on Humans of Dementia and/or to combat Alzheimers stigma | $10,000 | |
| Hispanics in Philanthropy | |||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | PC | Mr. Marcus R. Escobedo | $5,000 | |
| Home Centered Care Institute | |||||||
| 1900 East Golf Road Suite 480 | Schaumburg | IL | 60173 | PC | Moving and Scaling Home-Based Primary Care into the Mainstream of US Health Care formerly National Home Care Medicine Education & Expansion Initiative | $270,726 | |
| Home Centered Care Institute | |||||||
| 1900 East Golf Road Suite 480 | Schaumburg | IL | 60173 | PC | Moving and Scaling Home-Based Primary Care into the Mainstream of US Health Care formerly National Home Care Medicine Education & Expansion Initiative | $151,250 | |
| Hudson Headwaters Health Foundation | |||||||
| 9 Carey Rd | Queensbury | NY | 12804 | PC | A Celebration of Hudson Headwaters, Honoring Founder John Rugge, M.D. | $1,000 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | Geriatrics - Surgical Interdisciplinary Team | $1,024,994 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | Geriatrics - Surgical Interdisciplinary Team | $839,765 | |
| Indian River Ambulance Service Inc | |||||||
| 65 Sand St | Philadelphia | NY | 13673 | PC | Donation in memory of Francis X. Thomas | $1,000 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Safe Passage: Implementing Safe and Reliable Care for the Elderly Across the Continuum of Care | $307,905 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Safe Passage: Implementing Safe and Reliable Care for the Elderly Across the Continuum of Care | $424,274 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Safe Passage: Implementing Safe and Reliable Care for the Elderly Across the Continuum of Care | $1,816,517 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Safe Passage: Implementing Safe and Reliable Care for the Elderly Across the Continuum of Care | $20,000 | |
| Johns Hopkins University | |||||||
| School of Medicine | Baltimore | MD | 21231 | PC | World Alzheimer Congress | $440,531 | |
| Justice in Aging | |||||||
| 1330 Broadway Suite 525 | Oakland | CA | 94612 | PC | Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support | $100,000 | |
| LeadingAge Inc | |||||||
| 2519 Connecticut Avenue NW | Washington | DC | 20008 | PC | Inaugural Annual Support | $625,640 | |
| LeadingAge Inc | |||||||
| 2519 Connecticut Avenue NW | Washington | DC | 20008 | PC | Inaugural Annual Support | $5,000 | |
| LeadingAge Inc | |||||||
| 2519 Connecticut Avenue NW | Washington | DC | 20008 | PC | Inaugural Annual Support | $1,100 | |
| Long-Term Quality Alliance | |||||||
| 1233 20th Street NW | Washington | DC | 20036 | PC | Family Care Giving and Long-Term Services and Supports | $10,000 | |
| Massachusetts General Hospital | |||||||
| 55 Fruit Street | Boston | MA | 02114 | PC | Pet Therapy Program | $195,992 | |
| Medicare Rights Center Inc | |||||||
| 266 West 37th Street 3rd Floor | New York | NY | 10018 | PC | Web-based services for people with Medicare in New York City | $1,000 | |
| Medicare Rights Center Inc | |||||||
| 266 West 37th Street 3rd Floor | New York | NY | 10018 | PC | Web-based services for people with Medicare in New York City | $5,000 | |
| Milken Institute | |||||||
| 1250 Fourth Street 2nd Floor | Santa Monica | CA | 90401 | PC | Support for The Center for the Future of Agings report, "Reducing the Price and Risk of Dementia: Recommendations to Improve Brain Health and Reduce Disparities | $25,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | "Kellogg Health of the Public Fund" communications endowment | $94,644 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | "Kellogg Health of the Public Fund" communications endowment | $95,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | "Kellogg Health of the Public Fund" communications endowment | $20,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | "Kellogg Health of the Public Fund" communications endowment | $40,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | "Kellogg Health of the Public Fund" communications endowment | $20,000 | |
| National Alliance for Caregiving | |||||||
| 1730 Rhode Island Avenue NW Suite | Washington | DC | 20036 | PC | Funding for several projects | $459,154 | 812 |
| National Association of Area Agencies on Aging Inc | |||||||
| 1100 New Jersey Avenue SE Suite 350 | Washington | DC | 20003 | PC | Building the Capacity of the Aging and Disability Networks to Ensure the Delivery of Quality Integrated Care | $957,317 | |
| National Committee for Quality Assurance | |||||||
| 1100 13th Street NW 3rd Floor | Washington | DC | 20005 | PC | Quality Measurement to Assess the Performance of Goal Setting and Achievement in the Delivery of Medical and Long-Term Care | $532,050 | |
| National Medical Association Inc | |||||||
| 8403 Colesville Road Suite 820 | Silver Spring | MD | 209103397 | PC | Support to address and eliminate health disparities. | $7,500 | |
| National Opinion Research Center | |||||||
| 55 East Monroe Street 30th Floor | Chicago | IL | 60603 | PC | Evaluation Design Plan for The Center for Discovery (TCFD) | $94,690 | |
| National PACE Association | |||||||
| 675 North Washington Street | Alexandria | VA | 22314 | PC | Expanding the Availability of the PACE Model of Care | $162,318 | |
| National PACE Association | |||||||
| 675 North Washington Street | Alexandria | VA | 22314 | PC | Expanding the Availability of the PACE Model of Care | $30,000 | |
| National Quality Forum | |||||||
| 1030 15th St NW Suite 800 | Washington | DC | 20005 | PC | Addressing the Impact of Social Isolation on the Health of Vulnerable Populations initiative | $10,000 | |
| National Rural Health Association | |||||||
| 4501 College Blvd Ste 225 | Leawood | KS | 66211 | PC | National Rural Age-Friendly Initiative: Planning Grant | $385,555 | |
| New York Academy of Medicine | |||||||
| 1216 Fifth Avenue | New York | NY | 100295293 | PC | Geriatric Social Work Practicum Implementation: Coordinating Center | $5,000 | |
| New York Academy of Medicine | |||||||
| 1216 Fifth Avenue | New York | NY | 100295293 | PC | Geriatric Social Work Practicum Implementation: Coordinating Center | $16,430 | |
| New York University | |||||||
| 70 Washington Square South | New York | NY | 10010 | PC | Silberstein Aging and Dementia Research Center | $25,000 | |
| Philanthropy New York Inc | |||||||
| 320 East 43rd Street | New York | NY | 10017 | PC | General support | $19,750 | |
| Project HOPE - The People-to-People Health Foundation Inc | |||||||
| 7500 Old Georgetown Road Suite 600 | Bethesda | MD | 20814 | PC | Health Affairs Thematic Issue on the Health Care Work Force | $269,222 | |
| Research Foundation for Mental Hygiene Inc | |||||||
| Riverview Center | Menands | NY | 12204 | PC | Health and Aging Policy Fellows Program | $568,348 | |
| ROCS Foundation Inc | |||||||
| 2411 E Snow Mountain Dr | Sandy | UT | 84093 | PC | 2022 Snowbird Health Summit | $10,000 | |
| ROCS Foundation Inc | |||||||
| 2411 E Snow Mountain Dr | Sandy | UT | 84093 | PC | 2022 Snowbird Health Summit | $5,000 | |
| Rush University Medical Center | |||||||
| 1201 W Harrison St Suite 300 | Chicago | IL | 60607 | PC | A Model for Caregiver Health and Wellness in Age-Friendly Health Systems, Planning Grant | $212,389 | |
| Rush University Medical Center | |||||||
| 1201 W Harrison St Suite 300 | Chicago | IL | 60607 | PC | A Model for Caregiver Health and Wellness in Age-Friendly Health Systems, Planning Grant | $666,838 | |
| Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders Inc (SA | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Mr. Francisco J. Doll | $5,000 | |
| Society to Improve Diagnosis in Medicine | |||||||
| 3000 Old Alabama Road Suite 119-478 | Alpharetta | GA | 30022 | PC | Support for a 5-year strategic plan that will focus on eliminating disparities in diagnostic outcomes. | $50,000 | |
| Society to Improve Diagnosis in Medicine | |||||||
| 3000 Old Alabama Road Suite 119-478 | Alpharetta | GA | 30022 | PC | Support for a 5-year strategic plan that will focus on eliminating disparities in diagnostic outcomes. | $60,000 | |
| Society to Improve Diagnosis in Medicine | |||||||
| 3000 Old Alabama Road Suite 119-478 | Alpharetta | GA | 30022 | PC | Support for a 5-year strategic plan that will focus on eliminating disparities in diagnostic outcomes. | $25,000 | |
| Trust for America's Health | |||||||
| 1730 M Street NW Suite 900 | Washington | DC | 20036 | PC | Advancing an Age-Friendly Public Health System | $613,952 | |
| United Hospital Fund of New York | |||||||
| 1411 Broadway 12th Floor | New York | NY | 100183496 | PC | United Hospital Fund Gala support | $1,000 | |
| University of North Carolina at Chapel Hill | |||||||
| Office of Sponsored Research | Chapel Hill | NC | 275991350 | PC | John A. Hartford Center of Gerontological Nursing Excellence (invitation to submit) | $655,772 | |
| University of North Carolina at Chapel Hill | |||||||
| Office of Sponsored Research | Chapel Hill | NC | 275991350 | PC | John A. Hartford Center of Gerontological Nursing Excellence (invitation to submit) | $464,383 | |
| University of Washington | |||||||
| Grant and Contract Services | Seattle | WA | 981046613 | PC | John A. Hartford Center of Gerontological Nursing Excellence (invitation to submit) | $119,892 | |
| University of Washington | |||||||
| Grant and Contract Services | Seattle | WA | 981046613 | PC | John A. Hartford Center of Gerontological Nursing Excellence (invitation to submit) | $1,153,759 | |
| Various Discretionary Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $72,500 | |
| Various Matching Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $285,211 | |
| Yale University | |||||||
| PO Box 208229 | New Haven | CT | 065208229 | PC | Ms. Kathryn D. Wriston | $990,963 | |
| Yale University | |||||||
| PO Box 208229 | New Haven | CT | 065208229 | PC | Ms. Kathryn D. Wriston | $750,124 | |
| Yale University | |||||||
| PO Box 208229 | New Haven | CT | 065208229 | PC | Ms. Kathryn D. Wriston | $350,678 | |
| YMCA of Greater New York | |||||||
| 333 Seventh Avenue | New York | NY | 10001 | PC | Support for the Good Green Y Guys and the Senior Scholarships Program | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,667,399 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Health Research and Educational Trust | |||||||
| 155 North Wacker Suite 400 | Chicago | IL | 60606 | SO I | Spreading the Age-Friendly Health Systems Social Movement | $2,293,409 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Age-Friendly Health Systems Movement - Stage 3: Embedding, Deepening and Sustaining 4Ms Care in Health Care Systems | $7,578,812 | |
| National Rural Health Association | |||||||
| 4501 College Blvd Ste 225 | Leawood | KS | 66211 | PC | National Rural Age-Friendly Initiative: Planning Grant | $575,000 | |
| Johns Hopkins University | |||||||
| School of Medicine | Baltimore | MD | 21231 | PC | Moving and Scaling Home-Based Primary Care, Phase III: Quality, Training, Advocacy and Policy | $1,398,130 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Establishing an Age-Friendly Health Care Package for State Master Plans for Aging | $1,388,406 | |
| Duke University | |||||||
| Duke University | Durham | NC | 277080001 | PC | Moving and Scaling Home-Based Primary Care, Phase III: Quality, Training, Advocacy and Policy | $325,000 | |
| National PACE Association | |||||||
| 675 North Washington Street | Alexandria | VA | 22314 | PC | PACE 200K: Building for Sustainable Growth and Quality | $469,972 | |
| AARP Foundation | |||||||
| 601 E Street NW | Washington | DC | 20049 | PC | Advancing Action: A Reimagined and Enhanced State Scorecard on Long-Term Services and Supports for Older Adults, People with Physical Disabilities, and Family Caregivers, 2023 | $100,000 | |
| LeadingAge Inc | |||||||
| 2519 Connecticut Avenue NW | Washington | DC | 20008 | PC | Action to Improve Nursing Home Quality | $1,165,982 | |
| ADvancing States Inc | |||||||
| 1201 15TH ST NW STE 350 | WASHINGTON | DC | 20005 | PC | Maximizing the Impact of American Rescue Plan Act Home and Community-Based Funding - State Support and Learning Project | $465,000 | |
| Yale University | |||||||
| PO Box 208229 | New Haven | CT | 065208229 | PC | Geriatrics Emergency Department 4.0: Accreditation, Dissemination, Sustainability and Evaluation | $1,031,333 | |
| University of North Carolina at Chapel Hill | |||||||
| Office of Sponsored Research | Chapel Hill | NC | 275991350 | PC | Geriatrics Emergency Department 4.0: Accreditation, Dissemination, Sustainability and Evaluation | $1,999,959 | |
| Emergency Medicine Foundation | |||||||
| 4950 West Royal Lane | Irving | TX | 750632524 | PC | Geriatrics Emergency Department 4.0: Accreditation, Dissemination, Sustainability and Evaluation | $996,273 | |
| Home Centered Care Institute | |||||||
| 1900 East Golf Road Suite 480 | Schaumburg | IL | 60173 | PC | Moving and Scaling Home-Based Primary Care, Phase III: Quality, Training, Advocacy and Policy | $805,263 | |
| American Academy of Home Care Medicine Inc | |||||||
| 307 South Eaton Street | Baltimore | MD | 21224 | PC | Moving and Scaling Home-Based Primary Care, Phase III: Quality, Training, Advocacy and Policy | $361,199 | |
| Yale University | |||||||
| PO Box 208229 | New Haven | CT | 065208229 | PC | Patient Priorities Care Phase III: Dissemination and Sustainability | $2,971,997 | |
| Research Foundation for Mental Hygiene Inc | |||||||
| Riverview Center | Menands | NY | 12204 | PC | The Health and Aging Policy Fellows Program: A Pipeline for Leaders in Aging Policy | $3,026,263 | |
| National Association of Area Agencies on Aging Inc | |||||||
| 1100 New Jersey Avenue SE Suite 350 | Washington | DC | 20003 | PC | Aging and Disability Business Institute, Phase III: Advancing Equity and Excellence through Sustainable Networks and Partnerships | $2,880,522 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | National Academy of Medicine Scholars in Diagnostic Excellence | $29,644 | |
| Rush University Medical Center | |||||||
| 1201 W Harrison St Suite 300 | Chicago | IL | 60607 | PC | Ready, Willing and Able: Caring for Caregivers in Age-Friendly Health Systems - Dissemination Phase | $1,854,890 | |
| National Alliance for Caregiving | |||||||
| 1730 Rhode Island Avenue NW Suite | Washington | DC | 20036 | PC | The National Campaign for the RAISE National Strategy: Action Toward Implementation | $985,851 | 812 |
| Center for Health Policy Development National Academy for State Health Po | |||||||
| 1233 20th St NW Suite 303 | Washington | DC | 20036 | PC | Building State Policies to Improve Care for People with Serious Illness | $924,816 | |
| University of Washington | |||||||
| Grant and Contract Services | Seattle | WA | 981046613 | PC | Disseminating Evidence-Based Messaging about Palliative & End-of-Life Care for Persons Living with Serious Illness | $2,900,000 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | The Center to Advance Palliative Care (CAPC): Achieving Sustainable Change in the Care of Older Adults with Serious Illness | $1,960,000 | |
| National Opinion Research Center | |||||||
| 55 East Monroe Street 30th Floor | Chicago | IL | 60603 | PC | Evaluation Design Plan for The Center for Discovery (TCFD) | $94,690 | |
| Gerontological Society of America | |||||||
| 1220 L Street NW Suite 901 | Washington | DC | 20005 | PC | Establishing The National Center to Frame Aging: Advancing a New Conversation about Aging in America | $1,143,891 | |
| Project HOPE - The People-to-People Health Foundation Inc | |||||||
| 7500 Old Georgetown Road Suite 600 | Bethesda | MD | 20814 | PC | Publishing and Disseminating Lessons on Innovations in Health Care to Support Age-Friendly Health | $905,800 | |
| Henry J Kaiser Family Foundation | |||||||
| 185 Berry Street Suite 2000 | San Francisco | CA | 94107 | PC | The 2022 - 2023 Older Adult Reporting Project | $302,001 | |
| Justice in Aging | |||||||
| 1330 Broadway Suite 525 | Oakland | CA | 94612 | PC | General Operating Support: Advancing Health Equity for Older Adults | $300,000 | |
| Community Catalyst Inc | |||||||
| One Federal Street Floor 5 | Boston | MA | 02110 | PC | General Operating Support: Advancing Equity for Older Adults | $300,000 | |
| Center for Medicare Advocacy Inc | |||||||
| PO Box 350 | Willimantic | CT | 06226 | PC | General Operating Support: Advancing Equity for Older Adults | $300,000 | |
| Brandeis University | |||||||
| 415 South Street MS 085 | Waltham | MA | 02453 | PC | 29th Princeton Conference Sponsorship | $2,500 | |
| United Hospital Fund of New York | |||||||
| 1411 Broadway 12th Floor | New York | NY | 100183496 | PC | 2022 United Hospital Fund Gala | $1,000 | |
| Medicare Rights Center Inc | |||||||
| 266 West 37th Street 3rd Floor | New York | NY | 10018 | PC | 2022 Annual Awards Event | $6,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | 2022 Annual Sponsorship of the National Academies of Sciences, Engineering, and Medicine Forum on Aging, Disability, and Independence | $20,000 | |
| ROCS Foundation Inc | |||||||
| 2411 E Snow Mountain Dr | Sandy | UT | 84093 | PC | 2023 Health Summit at Sundance | $10,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Roundtable on Quality Care for People with Serious Illness, 2023 | $40,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | 2022 Annual Sponsorship of the National Academies of Sciences, Engineering, and Medicine Forum on Aging, Disability, and Independence (supplemental payment) | $20,000 | |
| New York University | |||||||
| 70 Washington Square South | New York | NY | 10010 | PC | 2022 NICHE (Nurses Improving Care for Healthsystem Elders) Conference | $25,000 | |
| National Quality Forum | |||||||
| 1030 15th St NW Suite 800 | Washington | DC | 20005 | PC | 2023 Conference - Hot Topic Session Sponsorship | $10,000 | |
| Hudson Headwaters Health Foundation | |||||||
| 9 Carey Rd | Queensbury | NY | 12804 | PC | A Celebration of Hudson Headwaters, Honoring Founder John Rugge, M.D. | $1,000 | |
| Hebrew Home for the Aged at Riverdale Foundation | |||||||
| 5901 Palisade Avenue | Riverdale | NY | 10471 | PC | A Celebration of Hope - 105th Anniversary Gala | $14,000 | |
| New York Academy of Medicine | |||||||
| 1216 Fifth Avenue | New York | NY | 100295293 | PC | NYAM 2022 Annual Fund / ACCESS: Health event | $5,000 | |
| Grantmakers In Aging | |||||||
| 333 Mamaroneck Avenue 238 | White Plains | NY | 10605 | PC | 2022 Virtual Annual Meeting Support | $25,000 | |
| LeadingAge Inc | |||||||
| 2519 Connecticut Avenue NW | Washington | DC | 20008 | PC | 2022 Leadership Summit | $5,000 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Berwick & Bisognano Scholarship Fund for Emerging Leaders | $20,000 | |
| ROCS Foundation Inc | |||||||
| 2411 E Snow Mountain Dr | Sandy | UT | 84093 | PC | 2022 Snowbird Health Summit | $5,000 | |
| Altarum Institute | |||||||
| 3520 Green Court | Ann Arbor | MI | 48105 | PC | Investigation of Indiana Area Agencies on Aging (AAAs) incorporation into Medicare Advantage Dual Eligible Special Needs Plans (D-SNPs) Interdisciplinary Care Teams Using the 4Ms Framework | $45,408 | |
| American Society on Aging | |||||||
| 548 Market Street PMB 85589 | San Francisco | CA | 941045401 | PC | Master Plan for Aging National Symposium 2023 | $20,000 | |
| New York Academy of Medicine | |||||||
| 1216 Fifth Avenue | New York | NY | 100295293 | PC | Aging workgroup and aging-related projects | $16,430 | |
| YMCA of Greater New York | |||||||
| 333 Seventh Avenue | New York | NY | 10001 | PC | Center for Community Impact initiatives including socialization, weight loss, strength training, and fall prevention for older adults | $50,000 | |
| National Medical Association Inc | |||||||
| 8403 Colesville Road Suite 820 | Silver Spring | MD | 209103397 | PC | Healthcare for Older Adult Populations in Communities of Color | $7,500 | |
| Council of Medical Specialty Societies | |||||||
| 633 N Saint Clair St | Chicago | IL | 60611 | PC | CMSS's Diagnostic Excellence program, supporting subgrants to the American College of Surgeons and the American Society of Anesthesiology | $100,000 | |
| Hilarity for Charity | |||||||
| 9301 Wilshire Blvd Ste 507 | Beverly Hills | CA | 90210 | PC | Hilarity for Charitys work on Humans of Dementia and/or to combat Alzheimers stigma | $10,000 | |
| Education Development Center Inc | |||||||
| 300 Fifth Avenue | Waltham | MA | 02451 | PC | Centers for Medicare & Medicaid Innovation (CMMI) Dementia Care Payment Reform Meeting | $50,000 | |
| Alosa Health Inc | |||||||
| 419 Boylston Street 6th Floor | Boston | MA | 02116 | PC | Education Program on Aduhelm (aducanumab) for Health Care Professionals, Patients, and Families. | $3,811 | |
| ADvancing States Inc | |||||||
| 1201 15TH ST NW STE 350 | WASHINGTON | DC | 20005 | PC | State Technical Assistance for ARPA HCBS Funding Implementation | $40,000 | |
| Long-Term Quality Alliance | |||||||
| 1233 20th Street NW | Washington | DC | 20036 | PC | LTQA Membership Dues - November 14, 2022, to November 13, 2023 | $10,000 | |
| AcademyHealth | |||||||
| 1666 K Street NW Suite 1100 | Washington | DC | 20006 | PC | Membership Support | $2,000 | |
| Milken Institute | |||||||
| 1250 Fourth Street 2nd Floor | Santa Monica | CA | 90401 | PC | Alliance to Improve Dementia Cares Steering Committee Membership | $25,000 | |
| LeadingAge Inc | |||||||
| 2519 Connecticut Avenue NW | Washington | DC | 20008 | PC | Membership Support | $1,100 | |
| American Telemedicine Association | |||||||
| 901 N Glebe Road Suite 850 | Arlington | VA | 22203 | PC | Gold Level Membership Support | $25,000 | |
| Hispanics in Philanthropy | |||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | PC | Membership Support | $5,000 | |
| Society to Improve Diagnosis in Medicine | |||||||
| 3000 Old Alabama Road Suite 119-478 | Alpharetta | GA | 30022 | PC | Membership Gold Level Support | $25,000 | |
| Grantmakers In Aging | |||||||
| 333 Mamaroneck Avenue 238 | White Plains | NY | 10605 | PC | Membership Support | $10,000 | |
| Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders Inc (SA | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Membership Support | $5,000 | |
| Philanthropy New York Inc | |||||||
| 320 East 43rd Street | New York | NY | 10017 | PC | Membership Support | $19,750 | |
| Grantmakers In Health | |||||||
| 1100 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | Membership Support | $19,500 | 1100 |
| Indian River Ambulance Service Inc | |||||||
| 65 Sand St | Philadelphia | NY | 13673 | PC | general support | $1,000 | |
| Various Matching Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $285,211 | |
| Various Discretionary Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $72,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $42,892,813 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181,686 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,707,563 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,729,148 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| GRANT REFUNDS | $160,754 | ||||
| GRANT CANCELLATIONS | $500,000 | ||||
| INV LOSS SUBJECT TO UBIT | 525990 | -$7,522 | 01 | $7,522 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$7,522 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,625,919 | ExclusionAmt |
| Related Or Exempt Function Incm | $660,754 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,279,151 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | GRANT REFUNDS/CANCELLATIONS | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $39,500 | Amt |
| Net Investment Income | $19,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,750 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE CONDOMINIUM | 1998-01-01 | $4,653,359 | $4,530,941 | SL | 20.000000000000 | $7,146 | $0 |
| FURNITURE AND EQUIPMENT | 2018-01-01 | $673,841 | $482,318 | SL | 5.000000000000 | $46,319 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE INC FD BSTN-IN | $9,850,227 | $9,850,227 |
| PACIFIC FUNDS FLOATING RATE INCOME I | $11,654,122 | $11,654,122 |
| ROWE T PRICE INSTL INCOME FDS INC HIGH YIELD | $9,443,615 | $9,443,615 |
| SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $27,463,072 | $27,463,072 |
| VANGUARD TOTAL BOND MARKET ETF | $28,794,548 | $28,794,548 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (155 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACI WORLDWIDE INC COM STK | $312,340 | $312,340 |
| AERCAP HOLDINGS N.V. EUR | $428,594 | $428,594 |
| AGREE RLTY CORP COM | $152,499 | $152,499 |
| ALAMO GROUP INC COM | $179,266 | $179,266 |
| ALLEGIANT TRAVEL CO COM | $71,389 | $71,389 |
| ALPHABET INC CAP STK USD | $1,398,530 | $1,398,530 |
| AMAZON COM INC COM | $1,006,152 | $1,006,152 |
| AMERIS BANCORP COM | $211,658 | $211,658 |
| AMERISAFE INC COM | $103,836 | $103,836 |
| AON PLC | $608,684 | $608,684 |
| ARCUTIS BIOTHERAPEUTICS INC COM | $72,594 | $72,594 |
| ARTIVION INC COM USD | $60,479 | $60,479 |
| ATRICURE INC COM STK | $147,830 | $147,830 |
| AVIENT CORPORATION | $198,813 | $198,813 |
| AZENTA INC COM USD | $110,618 | $110,618 |
| BALCHEM CORP COM | $147,509 | $147,509 |
| BGC PARTNERS INC CL A STOCK | $213,864 | $213,864 |
| BIOCRYST PHARMACEUTICALS INC COM | $62,566 | $62,566 |
| BOOT BARN HLDGS INC COM | $94,530 | $94,530 |
| BWX TECHNOLOGIES INC COM | $427,643 | $427,643 |
| CAPITAL ONE FINL CORP COM | $424,548 | $424,548 |
| CASTLE BIOSCIENCES INC COM | $40,607 | $40,607 |
| CATHAY GENERAL BANCORP INC COM | $179,109 | $179,109 |
| CBIZ INC COM | $603,334 | $603,334 |
| CENT GARDEN & PET CO CL A | $148,069 | $148,069 |
| CHAMPIONX CORPORATION COM | $75,374 | $75,374 |
| CHURCHILL DOWNS INC COM | $180,773 | $180,773 |
| CHUYS HOLDINGS INC COM USD | $74,627 | $74,627 |
| CITIGROUP INC COM NEW COM NEW | $884,925 | $884,925 |
| COHEN & STEERS INC COM | $174,635 | $174,635 |
| COLUMBIA BKG SYS INC COM | $316,003 | $316,003 |
| COMCAST CORP NEW-CL A | $734,230 | $734,230 |
| COMMUNITY HEALTHCARE TR INC REIT | $212,759 | $212,759 |
| CONOCOPHILLIPS COM | $247,564 | $247,564 |
| CONSENSUS CLOUD SOLUTIONS INC COM | $157,033 | $157,033 |
| CRYOPORT INC COM PAR | $51,911 | $51,911 |
| DESCARTES SYS GROUP INC COM | $166,046 | $166,046 |
| DISH NETWORK CORP CL A COM STK | $188,740 | $188,740 |
| DT MIDSTREAM INC COM | $354,438 | $354,438 |
| EDGEWOOD GROWTH FD INSTL CL | $5,937,302 | $5,937,302 |
| ELEVANCE HEALTH INC | $359,079 | $359,079 |
| ENDAVA PLC ADS | $74,129 | $74,129 |
| ENOVIS CORPORATION COM | $233,989 | $233,989 |
| EQUITY COMMONWEALTH | $162,430 | $162,430 |
| ESAB CORPORATION COM | $226,717 | $226,717 |
| ESCO TECHNOLOGIES INC | $146,892 | $146,892 |
| EVERI HLDGS INC COM | $162,672 | $162,672 |
| EVOLUTION AB UNSP EACH REPR 1 ORD | $105,874 | $105,874 |
| FB FINL CORP COM | $373,941 | $373,941 |
| FIRST MERCHANTS CORP COM | $515,232 | $515,232 |
| FIVE BELOW INC | $103,646 | $103,646 |
| FLYWIRE CORP COM VTG | $199,431 | $199,431 |
| FORWARD AIR CORP COM | $222,262 | $222,262 |
| FULLER H B CO COM | $297,080 | $297,080 |
| GENERAL ELEC CO COM NEW | $888,342 | $888,342 |
| GLACIER BANCORP INC NEW COM | $140,106 | $140,106 |
| GLOBUS MED INC CL A NEW COM STK | $235,436 | $235,436 |
| GQG PARTNER EM EQUITY | $7,224,082 | $7,224,082 |
| GRAND CANYON ED INC COM STK | $201,071 | $201,071 |
| GXO LOGISTICS INC COM | $164,826 | $164,826 |
| HALOZYME THERAPEUTICS INC COM | $253,205 | $253,205 |
| HEALTHEQUITY INC COM | $171,667 | $171,667 |
| HEARTLAND EXPRESS INC COM | $54,702 | $54,702 |
| HELEN TROY LTD COM STK | $94,384 | $94,384 |
| HELIOS TECHNOLOGIES INC | $121,619 | $121,619 |
| HILTON WORLDWIDE HLDGS INC | $545,622 | $545,622 |
| HORACE MANN EDUCATORS CORP COM | $181,955 | $181,955 |
| HOULIHAN LOKEY INC CL A | $188,876 | $188,876 |
| IAC INC COM NEW | $91,997 | $91,997 |
| ICF INTL INC COM STK | $170,069 | $170,069 |
| ICU MED INC COM | $100,315 | $100,315 |
| IDACORP INC COM | $149,264 | $149,264 |
| INDEPENDENT BK CORP MASS | $137,536 | $137,536 |
| INSMED INC COM PAR | $71,928 | $71,928 |
| INTEGRA LIFESCIENCES HLDG CORp | $143,091 | $143,091 |
| INTRA-CELLULAR THERAPIES INC COM | $124,362 | $124,362 |
| ISHARES MSCI EAFE INTERNATIONAL K | $26,814,767 | $26,814,767 |
| ITT INC COM | $131,788 | $131,788 |
| KAMAN CORP COM | $140,178 | $140,178 |
| LESLIES INC COM | $197,802 | $197,802 |
| LIBERTY BROADBAND CORP COM SER C COM SERC | $606,270 | $606,270 |
| LITHIA MTRS INC COM CL A | $383,478 | $383,478 |
| LIVANOVA PLC ORD GBP | $165,009 | $165,009 |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | $245,622 | $245,622 |
| MAGNOLIA OIL & GAS CORP CL A | $541,930 | $541,930 |
| MARRIOTT INTL INC NEW COM STK CL A | $552,382 | $552,382 |
| MATADOR RES CO COM | $263,304 | $263,304 |
| MEDICAL PPTYS TR INC COM REIT | $181,548 | $181,548 |
| MEDPACE HLDGS INC COM | $166,742 | $166,742 |
| META PLATFORMS INC | $934,079 | $934,079 |
| MICROSOFT CORP COM | $1,697,206 | $1,697,206 |
| MINERALS TECHNOLOGIES INC COM | $157,265 | $157,265 |
| MODIVCARE INC COM | $366,547 | $366,547 |
| MORGAN STANLEY COM STK | $794,597 | $794,597 |
| NASPERS SPON EACH REP 0.2 ORD | $105,699 | $105,699 |
| NATIONAL HEALTH INVS INC COM | $94,832 | $94,832 |
| NETFLIX INC COM STK | $1,282,728 | $1,282,728 |
| NEWMARK GROUP INC CL A | $144,114 | $144,114 |
| NEXSTAR MEDIA GROUP INC COMMON STOCK | $583,550 | $583,550 |
| NORTHWESTERN CORP COM | $186,684 | $186,684 |
| NOVANTA INC NOVANTA INC | $181,115 | $181,115 |
| OCEANFIRST FINL CORP COM | $141,228 | $141,228 |
| OPENLANE INC | $273,371 | $273,371 |
| OSI SYS INC COM | $184,566 | $184,566 |
| OXFORD INDS INC COM | $385,859 | $385,859 |
| PAC PREMIER BANCORP COM | $567,196 | $567,196 |
| PACWEST BANCORP DEL COM | $327,634 | $327,634 |
| PATRICK INDS INC COM | $84,901 | $84,901 |
| PATTERSON-UTI ENERGY INC COM | $66,518 | $66,518 |
| PAYCOR HCM INC COM | $130,572 | $130,572 |
| PERFORMANCE FOOD GROUP CO COM | $315,306 | $315,306 |
| PHREESIA INC COM | $199,758 | $199,758 |
| PRIMORIS SVCS CORP COM | $133,176 | $133,176 |
| PROGYNY INC COM | $98,870 | $98,870 |
| PROSUS N.V. NASPERS NEWCO-ADR | $415,566 | $415,566 |
| RAPID7 INC COM | $66,091 | $66,091 |
| RBC BEARINGS INC COM | $235,728 | $235,728 |
| REVOLVE GROUP INC CL A CL A | $31,164 | $31,164 |
| ROYAL DUTCH SHELL PLC SPONSORED | $837,791 | $837,791 |
| RUTHS HOSPITALITY GROUP INC | $154,181 | $154,181 |
| RYMAN HOSPITALITY PPTYS INC COM | $167,649 | $167,649 |
| SAFRAN ADR | $490,062 | $490,062 |
| SEACOAST BKG CORP FLA | $215,273 | $215,273 |
| SHOALS TECHNOLOGIES GROUP INC CL A CL A | $43,691 | $43,691 |
| SHYFT GROUP INC COM | $124,623 | $124,623 |
| SILGAN HLDGS INC COM | $750,800 | $750,800 |
| SILICON LABORATORIES INC COM | $146,524 | $146,524 |
| SKYLINE CHAMPION CORPORATION COM | $134,184 | $134,184 |
| SPECTRUM BRANDS HLDGS INC COM | $306,732 | $306,732 |
| SPX TECHNOLOGIES INC COM | $270,675 | $270,675 |
| STAG INDL INC COM | $211,954 | $211,954 |
| STARWOOD PROPERTY TRUST INC COM REIT | $352,962 | $352,962 |
| STIFEL FINL CORP COM | $170,265 | $170,265 |
| SUPERNUS PHARMACEUTICALS INC COM STK | $177,744 | $177,744 |
| SYNEOS HEALTH INC COM | $44,566 | $44,566 |
| TEREX CORP NEW COM | $140,976 | $140,976 |
| TEXAS ROADHOUSE INC COMMON STOCK | $240,563 | $240,563 |
| THOUGHTWORKS HLDG INC COM | $119,946 | $119,946 |
| UFP INDUSTRIES INC COM USD | $187,664 | $187,664 |
| UNITEDHEALTH GROUP INC COM | $917,741 | $917,741 |
| VANGUARD INDEX FUNDS S&P 500 ETF | $80,978,248 | $80,978,248 |
| VERACYTE INC COM | $83,980 | $83,980 |
| VERINT SYS INC COM | $371,507 | $371,507 |
| VERITEX HLDGS INC COM | $151,632 | $151,632 |
| VERRA MOBILITY CORP | $368,970 | $368,970 |
| VIAVI SOLUTIONS INC COM NPV | $123,492 | $123,492 |
| VIPER ENERGY PARTNERS LP COM UNIT REPSTGLTD PARTNER INT | $211,340 | $211,340 |
| VISA INC COM CL A STK | $275,490 | $275,490 |
| WALT DISNEY CO | $234,663 | $234,663 |
| WELLS FARGO & CO NEW COM STK | $1,097,612 | $1,097,612 |
| WIDEOPENWEST INC COM | $162,322 | $162,322 |
| WILEY JOHN & SONS INC CL A | $342,913 | $342,913 |
| WOLVERINE WORLD WIDE INC COM | $41,261 | $41,261 |
| WOODWARD INC COM | $327,314 | $327,314 |
| ZIFF DAVIS INC COM | $406,257 | $406,257 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,808,189 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,808,189 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTISAN FOCUS DYNAMIC EQUITY SELECT LTD CL | FMV | $15,847,535 | $15,847,535 |
| ARROWSTREET CAPITAL GLOBAL EQUITY | FMV | $3,991,272 | $3,991,272 |
| CANDLESTICK CAYMAN FEEDER LTD CL A | FMV | $6,023,395 | $6,023,395 |
| CANTILLON GLOBAL EQTY FD CLS | FMV | $15,581,920 | $15,581,920 |
| CANUTE OFFSHORE, LTD | FMV | $10,064,205 | $10,064,205 |
| DES O HOLDINGS OFFSHORE LTD CLASS NIE-SER8 | FMV | $12,184,631 | $12,184,631 |
| ELLIOTT INTERNATIONAL LTD CL C | FMV | $982,335 | $982,335 |
| GS ARTISAN DYNAMIC EQUITY GLOBAL EQUITY | FMV | $15,960,417 | $15,960,417 |
| GS ONON US EQTY MANGERS PORTFOLIO 4 OFFSHORE | FMV | $46,543,130 | $46,543,130 |
| HG VORA SPECIAL OPPORTUNITIES FUND, LTD CL A | FMV | $7,574,803 | $7,574,803 |
| HH ASIA LTD CL NIE | FMV | $2,888,420 | $2,888,420 |
| HOLOCENE ADVISORS OFFSHORE FUND LTD. CLASS A | FMV | $8,136,257 | $8,136,257 |
| MCDONALD DYNAMIC EQUITY SERIE OFFSHORE LP | FMV | $18,907,843 | $18,907,843 |
| ROKOS GBL MACRO FD LTD CLASS B | FMV | $5,503,556 | $5,503,556 |
| SILVER POINT CAPITAL OFFSHORE LTD CL H | FMV | $9,021,180 | $9,021,180 |
| SYSTEMATICA DIVERSIFIED LTD CL A | FMV | $4,559,337 | $4,559,337 |
| TWO SIGMA ABSOLUTE RETURN ENHANCED CAYMAN LTD | FMV | $9,637,622 | $9,637,622 |
| EMPYREAN CAPITAL OS ERISA FD LTD CL | FMV | $2,895,394 | $2,895,394 |
| OAKTREE EMERGING MARKETS EQUITY FUND (CAYMAN) LP | FMV | $11,931,577 | $11,931,577 |
| PRIVATE CREDIT MANAGERS II OFFSHORE LP | FMV | $11,911,712 | $11,911,712 |
| PRIVATE CREDIT MANAGERS III OFFSHORE LP | FMV | $12,521,201 | $12,521,201 |
| PRIVATE CREDIT MANAGERS IV OFFSHORE LP | FMV | $929,888 | $929,888 |
| AG ASIA REALTY FUND L.P. | FMV | $25,880 | $25,880 |
| AG REALTY FUND VII TE | FMV | $32,949 | $32,949 |
| VINTAGE VI OFFSHORE LP | FMV | $5,199,553 | $5,199,553 |
| PRIVATE EQUITY MANAGERS 2013 OFFSHORE | FMV | $7,983,342 | $7,983,342 |
| PRIVATE EQUITY MANAGERS 2014 OFFSHORE LP | FMV | $5,966,094 | $5,966,094 |
| PRIVATE EQUITY MANAGERS 2015 OFFSHORE LP | FMV | $7,025,085 | $7,025,085 |
| PRIVATE EQUITY MANAGERS 2016 OFFSHORE | FMV | $8,031,618 | $8,031,618 |
| PRIVATE EQUITY MANAGERS 2017 OFFSHORE SCSP | FMV | $22,921,753 | $22,921,753 |
| PRIVATE EQUITY MANAGERS 2018 OFFSHORE SCSP | FMV | $18,638,907 | $18,638,907 |
| PRIVATE EQUITY MANAGERS 2019 OFFSHORE | FMV | $17,814,352 | $17,814,352 |
| PRIVATE EQUITY MANAGERS (2020) OFFSHORE SCSP | FMV | $9,248,828 | $9,248,828 |
| PRIVATE EQUITY MANAGERS 2021 OFFSHORE SCSP | FMV | $4,464,631 | $4,464,631 |
| BRENTWOOD ASSOCIATES PRIVATE EQUITY IV LP | FMV | $3,119,905 | $3,119,905 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE CONDOMINIUM | $4,653,359 | $4,538,087 | $115,272 |
| FURNITURE AND EQUIPMENT | $673,841 | $528,637 | $145,204 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $653 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $653 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | $27,626 | $87,051 | $87,051 |
| PREPAID TAXES | $61,417 | $13,707 | $13,707 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET CHANGE IN UNREALIZED GAIN ON SECURITIES (NET OF DEFERRED TAX) | $88,856,575 |
| ROUNDING | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $73,869 | $9,908 | $66,863 |
| OFFICE COPIER MAILING AND FAX | $12,958 | $583 | $11,979 |
| OFFICE & COMPUTER SUPPLIES | $151,221 | $6,987 | $141,844 |
| GRANT RELATED EXPENSES | $86,388 | $0 | $83,388 |
| DIRECT CHARITABLE | $1,154,566 | $0 | $1,144,106 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| GRANT REFUNDS | $160,754 | $160,754 |
| GRANT CANCELLATIONS | $500,000 | $500,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX PAYABLE | $3,542,217 | $2,289,701 |
| PRIVATE EQUITY MANAGERS 2022 OFFSHORE | $0 | $178,455 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGERS FEES | $936,673 | $936,673 | $0 |
| CUSTODIAN BANK FEES | $146,441 | $146,441 | $0 |
| CONSULTING & EMPLOYMENT FEES | $238,999 | $0 | $236,057 |
| INVESTMENT ADVISORY FEES | $1,346,017 | $1,346,017 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE AND UNRELATED BUSINESS INCOME TAXES | CategoryTxt |
| Amt | $248,471 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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