BETA

BRIGHT HORIZON FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BRIGHT HORIZON FOUNDATION (EIN 13-4121003)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202103199349102910
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T10:26:18-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11177 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134121003EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRIGHT HORIZON FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O VICKY DIONNE KB FINANCIALBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBRIGBusinessNameControlTxt
Phone2124038304PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ADVISORY PARTNERS LLC PO BOX 802AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08543ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLOUIS K SALKINDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2124038304PhoneNum
Signature2021-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLOUISPersonFirstNm
Person LastSALKINDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHELSEA BARONPreparerPersonNm
PTINP00826218PTIN
Phone6462135100PhoneNum
Preparation2021-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$162,869,129FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,025,526ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$682,996DividendsRevAndExpnssAmt
Dividends Net Invst Incm$682,996DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,610,718NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,870,987GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,610,718CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$41,163OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$10,360,403TotalRevAndExpnssAmt
Total Net Invst Incm$4,293,714TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$18,293TaxesRevAndExpnssAmt
Taxes Net Invst Incm$18,293TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$46,208OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$43,953OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$755OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$73,501TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$66,746TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,255TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,940,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,940,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,013,501TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$66,746TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,945,255TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,346,902ExcessRevenueOverExpensesAmt
Net Investment Income$4,226,968NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,005,797CashBOYAmt
Cash EOY$2,086,875CashEOYAmt
Cash EOYFMV$2,086,875CashEOYFMVAmt
Sav And Temp Cash Invst BOY$315,453SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,775,137SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,775,137SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,353,302USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$28,169,440CorporateStockBOYAmt
Corporate Stock EOY$24,646,397CorporateStockEOYAmt
Corporate Stock EOYFMV$30,863,291CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,982,763CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$68,321,768OtherInvestmentsBOYAmt
Other Investments EOY$77,936,303OtherInvestmentsEOYAmt
Other Investments EOYFMV$127,143,826OtherInvestmentsEOYFMVAmt
Total Assets BOY$107,148,523TotalAssetsBOYAmt
Total Assets EOY$107,444,712TotalAssetsEOYAmt
Total Assets EOYFMV$162,869,129TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY-$1,298,776CapitalStockBOYAmt
Capital Stock EOY-$1,298,776CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$108,447,299RetainedEarningBOYAmt
Retained Earning EOY$108,743,488RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$107,148,523TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$107,444,712TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$107,148,523TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$107,444,712TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$107,148,523TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,346,902ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$111,495,425SubtotalAmt
Other Decreases$4,050,713OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$107,444,712TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MAGNITUDE - ORDINARY LOSS UPON DISPOSITIONP$2,639,115$2,283,772$355,343$355,343
MORGAN STANLEY AIP GLOBAL DIVERSIFIED - ORDINARY GAIN UPON DISPOSITIONP$213$213$213
PIMCO - ORDINARY GAIN/LOSS UPON DISPOSITIONP$9,143,327$10,289,390-$1,146,063-$1,146,063
PUBLICLY TRADED SECURITIES$4,365,041$4,365,041$4,365,041
SILVER CREEK - ORDINARY LOSS UPON DISPOSITIONP$2,720,450$2,687,107$33,343$33,343
SILVER CREEK LOW VOL - ORDINARY GAIN UPON DISPOSITIONP$349$349$349
CAPITAL GAINS DIVIDENDSP$2,492$2,492$2,492
FieldValueIRS element (for citing)
Capital Gain Net Income$3,610,718CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$58,755InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$58,755SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$58,755TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$68,247EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$65,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$133,247TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$74,492OverpaymentAmt
Applied To ES Tax$74,492AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksVICKY DIONNEIndividualWithBooksNm
Phone6095144704PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8028AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08543ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LOUIS SALKIND
C/O VICKY DIONNE PO BOX 8028PRINCETONNJ08543OFFICER2.00$0$0$0
DEBORAH RENNELS
C/O VICKY DIONNE PO BOX 8028PRINCETONNJ08543TREASURER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$145,476,247AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,106,625AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$147,582,872TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$147,582,872AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,213,743CashDeemedCharitableAmt
Net Vl Noncharitable Assets$145,369,129NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,268,456MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,268,456MinimumInvestmentReturnAmt
Tax Based On Investment Income$58,755TaxBasedOnInvestmentIncomeAmt
Total Tax$58,755TotalTaxAmt
Distributable Before Adj$7,209,701DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,209,701DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,209,701DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,945,255ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,945,255QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,945,255AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,209,701DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$611,852ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$399,894ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,011,746TotalExcessDistributionCyovAmt
Qualifying Distributions$5,945,255QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,945,255AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,011,746ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,011,746ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$252,700UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLOUIS SALKINDContributingManagerNm
Contributing ManagerDEBORAH RENNELSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICANS FOR OXFORD
500 5TH AVE 32ND FLOORNEW YORKNY10110N/A170(B)(1)(A) (VI)PROVIDE RESOURCES FOR ARCHITECTURAL JEWELS, SCHOLARSHIPS, ENGINEERING, MEDICAL & SCIENTIFIC LABS$15,000
BULLETIN OF THE ATOMIC SCIENTISTS
1307 E 60TH STCHICAGOIL60637N/A170(B)(1)(A) (VI)PROVIDE SCIENTISTS, POLICYMAKERS AND PUBLIC INFO TO REDUCE MAN-MADE THREATS TO OUR EXISTENCE$25,000
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH452770053N/A170(B)(1)(A) (VI)FACILITATE, SUPPORT AND INCREASE CHARITABLE ACTIVITIES$5,400,000
WILDLIFE CONSERVATION SOCIETY
W 8TH STBROOKLYNNY11224N/A170(B)(1)(A) (VI)CONSERVE WILDLIFE$500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,940,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$682,996ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,610,718ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescVANGUARD - 5006 - NONTAXABLE DIVIDENDSDesc
Exclusion01ExclusionCd
Exclusion$41,163ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,334,877ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,334,877TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
LOUIS SALKIND
1C/O VICKY DIONNE KB FINANCIAL ADVISPRINCETONNJ08543$1,830,185Yes (X)
LOUIS SALKIND
2C/O VICKY DIONNE KB FINANCIAL ADVISPRINCETONNJ08543$4,195,341Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property57,569 SHS OF SCHRODINGER, INC.NoncashPropertyDesc
Fair Market Value$4,195,341FairMarketValueAmt
Received2020-08-11ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$9,000Amt
Net Investment Income$4,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVANGUARD - 5006StockNm
EOY Book Value$24,646,397EOYBookValueAmt
EOYFMV$30,863,291EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMASIA FUND IIAT COST$167,723$167,723
ATHANOR INTERNATIONAL FUNDAT COST$3,000,000$2,899,846
BLACKSTONE PARTNERSAT COST$2,162,951$2,437,407
D. E. SHAW COMPOSITEAT COST$15,450,000$36,731,751
D. E. SHAW OCULUSAT COST$10,470,429$19,161,654
D. E. SHAW VALENCEAT COST$10,992,568$27,147,528
D.E. SHAW ORIENTEER HV INTERNATIONAL FUND, LPAT COST$15,000,000$15,684,892
ELLINGTON MORTGAGE OPPSAT COST$1,000,000$1,971,147
ELLIOT INTERNATIONAL LIMITEDAT COST$5,103,723$5,745,392
GS - WEST STREET STRATEGIC SOLUTIONS OFFSHORE FEERDER FUND I, LLCAT COST$187,501$187,404
PALOMA INTERNATIONAL LIMITEDAT COST$7,000,000$8,243,860
RAYMOND JAMES - US TREASURIESAT COST$5,973,539$5,356,298
STELLUS CREDIT OFFSHORE FUND II LPAT COST$257,816$263,380
STELLUS CREDIT OFFSHORE FUND LPAT COST$1,170,053$1,145,544

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BOOK-TO-TAX DIFFERENCE FOR DONATED SECURITIES$4,047,643
PRIOR PERIOD ADJUSTMENT$3,070

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING - NY LAW JOURNAL & ALM$160$0$160
BANK FEES / WIRE TRANSFER FEES$165$165$0
DE RENEWAL FEE$25$0$25
CT CORP$570$0$570
STELLUS CREDIT OFFSHORE FUND - PORTFOLIO DEDUCTION$344$344$0
DEPT OF LAW$1,500$0$0
AMASIA - PORTFOLIO DEDUCTION$43,154$43,154$0
STELLUS CREDIT OFFSHORE FUND II - PORTFOLIO DEDUCTION$290$290$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescVANGUARD - 5006 - NONTAXABLE DIVIDENDSDesc
Revenue And Expenses Per Books$41,163RevenueAndExpensesPerBooksAmt
Adjusted Net Income$41,163AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$18,293Amt
Net Investment Income$18,293NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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