PINDAROS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PINDAROS FOUNDATION INC (EIN 01-0623055)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349101769
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T09:35:27-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010623055 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PINDAROS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PIND | BusinessNameControlTxt |
| Phone | 2125038800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CBIZ MARKS PANETH 685 3RD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR P ROY VAGELOS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125038800 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR | PersonFirstNm |
| Person Last | ROY VAGELOS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER LEELAVIWATANA | PreparerPersonNm |
| PTIN | P01288440 | PTIN |
| Phone | 2125038800 | PhoneNum |
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 | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,928,855 | 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 | $968,278 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $271,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $271,450 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,382,742 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,574,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,354,052 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $266,964 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $266,642 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,889,434 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,892,144 | 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 |
| Other Prof Fees Rev And Expnss | $124,732 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124,732 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $138,314 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,145 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,155 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $292,201 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $161,032 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $317,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $161,032 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,572,233 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,731,112 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,758,899 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,204,678 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,204,678 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $30,287,979 | CorporateStockBOYAmt |
| Corporate Stock EOY | $40,172,426 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,454,317 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,547,333 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,789,340 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,269,860 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $42,594,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,166,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,928,855 | 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 | $42,594,211 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,166,444 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,594,211 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,166,444 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,594,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,166,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,594,211 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,572,233 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,166,444 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,166,444 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB #4136 PUBLICLY TRADED STOCK | P | $1,731,453 | $1,405,026 | $326,427 | $326,427 |
| CHARLES SCHWAB #4136 PUBLICLY TRADED STOCK | P | $5,962,103 | $3,372,269 | $2,589,834 | $2,589,834 |
| SALE OF DODGE & COX GLOBAL STOCK | P | $6,844,401 | $7,071,746 | -$227,345 | -$227,345 |
| SALE OF ARTISAN INTL FUND | P | $9,876,143 | $5,272,315 | $4,603,828 | $4,603,828 |
| THRU AMERICAN STEADFAST | P | $4,299 | $4,299 | $4,299 | |
| GOLDMAN SACHS - PRUDENTIAL FINANCIAL INC | D | $155,290 | $98,883 | $56,407 | $56,407 |
| CAPITAL GAINS DIVIDENDS | P | $602 | $602 | $602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,354,052 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $107,462 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $107,462 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $107,462 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $110,228 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $115,228 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,766 | OverpaymentAmt |
| Applied To ES Tax | $7,766 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | 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 | JENNIFER LEELAVIWATANA CO CBIZ MA | IndividualWithBooksNm |
| Phone | 2125038800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| DR P ROY VAGELOS | |||||||||
| C/O CBIZ MARKS PANETH LLC 685 THIRD | AVE | NEW YORK | NY | 10017 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RANDALL VAGELOS | |||||||||
| C/O CBIZ MARKS PANETH LLC 685 THIRD | AVE | NEW YORK | NY | 10017 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CYNTHIA VAGELOS ROBERTS | |||||||||
| C/O CBIZ MARKS PANETH LLC 685 THIRD | AVE | NEW YORK | NY | 10017 | TREASURER | 1.00 | $0 | $0 | $0 |
| ANDREW VAGELOS | |||||||||
| C/O CBIZ MARKS PANETH LLC 685 THIRD | AVE | NEW YORK | NY | 10017 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ELLEN VAGELOS MASSEUR | |||||||||
| C/O CBIZ MARKS PANETH LLC 685 THIRD | AVE | NEW YORK | NY | 10017 | ASSISTANT SECRETARY | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SCHWAB | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 380 LAFAYETTE STREET FL 6 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FINANCIAL ADVISOR | ServiceTypeTxt |
| Compensation | $120,199 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $53,291,572 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,701,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,269,860 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,262,675 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,262,675 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $993,940 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,268,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,263,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,263,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $107,462 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $107,462 | TotalTaxAmt |
| Distributable Before Adj | $3,155,975 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,155,975 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,155,975 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,155,975 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $189,641 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,106,589 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $43,901,639 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,197,869 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,130,975 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,130,975 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $61,066,894 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $61,066,894 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $17,165,255 | ExcessFromYear3Amt |
| Excess From Year1 | $43,901,639 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR P ROY VAGELOS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALO ALTO PARTNERS IN EDUCATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1557 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO FURTHER DONEE'S EXEMPT PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $271,450 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $266,964 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,382,742 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,921,156 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,921,156 | 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 | DR P ROY VAGELOS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 82 MOSLE ROAD | AddressLine1Txt |
| City | FAR HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07931 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $125,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED DRAINAGE SY | $112,100 | $158,455 |
| MORNINGSTAR INC | $330,621 | $475,024 |
| PAYCHEX INC | $84,469 | $164,346 |
| PERKINELMER INC | $98,081 | $204,880 |
| POOL CORP | $84,398 | $141,500 |
| POWERSCHOOL HOLDINGS INC | $70,146 | $50,201 |
| REGENERON | $8,810,187 | $25,507,724 |
| REPLIGEN CORP | $37,605 | $77,863 |
| SAIA INC | $66,693 | $109,535 |
| SERVICE CORP INTL | $42,448 | $76,172 |
| MARVAI LIFESCIENCES HLD | $235,828 | $240,632 |
| SS&C TECHNOLOS HLDG | $306,805 | $385,634 |
| STERIS PLC | $128,016 | $186,209 |
| TELEDYNE TECHNOLOGIE | $263,461 | $260,823 |
| TIAA CREF SOCIAL CHOICE BOND | $3,992,972 | $3,995,572 |
| TORO CO | $99,107 | $136,977 |
| TRACTOR SUPPLY COMP | $91,053 | $158,192 |
| TRANSUNION | $178,196 | $216,883 |
| ULTA BEAUTY INC. | $25,238 | $35,461 |
| VANGUARD ESG INTERNATIONAL | $8,495,104 | $8,236,256 |
| VANGUARD ESG US STOCK | $8,499,200 | $8,999,936 |
| MARTIN MARIETTA MATR | $222,339 | $410,124 |
| JACOBS ENGINEERING | $113,120 | $193,669 |
| AMERICAN EAGLE OUTFITTERS | $232,536 | $175,164 |
| AMPHENOL CORP CL A | $108,601 | $205,531 |
| AVERY DENNISON CORP | $128,471 | $136,223 |
| BROWN & BROWN INC | $220,056 | $387,102 |
| CDW CORP | $223,916 | $374,543 |
| CERIDIAN HCM HOLDING | $270,227 | $346,180 |
| CINCINNATI FINANCIAL | $69,667 | $126,121 |
| CLARIVATE ANALYTICS | $102,631 | $106,310 |
| LIVE NATION ENTRTMNT | $131,653 | $183,485 |
| CORE & MAIN INC | $58,666 | $72,543 |
| DUCKHORN PORTFOLIO INC | $31,570 | $35,944 |
| ENTEGRIS INC | $189,853 | $270,785 |
| EVERBRIDGE INC. | $127,792 | $92,040 |
| FIRST REPUBLIC BANK | $80,624 | $189,163 |
| GO DADDY GROUP INC | $142,732 | $172,605 |
| INVESCO QQQ TRUST | $5,506,223 | $5,939,503 |
| COUPA SOFTWARE INCORPORA. | $91,514 | $77,445 |
| WILLIAMS SONOMA | $68,507 | $141,562 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TACONIC OPPORTUNITY OFFSHORE FUND LTD. | AT COST | $2,776,636 | $2,970,378 |
| GOLDENTREE SELECT OFFSHORE LTD | AT COST | $2,500,000 | $3,891,624 |
| AMERICAN STEADFAST, L.P. | AT COST | $1,512,704 | $1,407,858 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEDUCTIONS FROM VARIOUS FLOWTHROUGH ENTITIES | Desc |
| Revenue And Expenses Per Books | $29,155 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29,155 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM AMERICAN STEADFAST LP | $6,884 | $6,562 | $6,884 |
| INCOME FROM TACONIC OPPORTUNITY OFFSHORE FUND LTD - PFIC | $260,080 | $260,080 | $260,080 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY SERVICE FEES - CHARLES SCHWAB | CategoryTxt |
| Amt | $124,732 | Amt |
| Net Investment Income | $124,732 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $7,145 | $7,145 | $0 |
| FEDERAL TAXES | $131,169 | $0 | $0 |
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