FURP.ORG / PUBLIC DATA EXPLORER

NEW YORK-PRESBYTERIAN FUND INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
NEW YORK-PRESBYTERIAN FUND INC (EIN 13-3160356)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-12-20
IRS object ID
202103549349300640
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)
Return2021-12-20T10:32:16-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 MANHATTAN WESTAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133160356EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1New York-Presbyterian Fund IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MICHAEL BRESLINInCareOfNm
Business Name ControlNEWYBusinessNameControlTxt
Phone2122974255PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 east 68th street box 156AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10065ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personmichael breslinPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2122974255PhoneNum
Signature2021-11-29SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstmichaelPersonFirstNm
Person LastbreslinPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICOLE M SOKOLOWSKIPreparerPersonNm
PTINP01683199PTIN
Phone2127733000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal Officermichael breslinPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 east 68th street box 156AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10065ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$311,379,823GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or Missionto receive,solicit&administer funds to be applied exclusively for charitable, educational & scientific purposes, primarily for benefit of health care related charitable organizations.ActivityOrMissionDesc
Voting Members Governing Body90VotingMembersGoverningBodyCnt
Voting Members Independent88VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers1286TotalVolunteersCnt
Total Gross UBI$1,245,436TotalGrossUBIAmt
PY Contributions Grants$177,828,063PYContributionsGrantsAmt
CY Contributions Grants$232,780,046CYContributionsGrantsAmt
PY Program Service Revenue$75,420,148PYProgramServiceRevenueAmt
CY Program Service Revenue$75,205,963CYProgramServiceRevenueAmt
PY Investment Income$1,042,169PYInvestmentIncomeAmt
CY Investment Income$1,026,716CYInvestmentIncomeAmt
PY Other Revenue$81,491PYOtherRevenueAmt
CY Other Revenue$348,129CYOtherRevenueAmt
PY Total Revenue$254,371,871PYTotalRevenueAmt
CY Total Revenue$309,360,854CYTotalRevenueAmt
PY Grants And Similar Paid$92,209,043PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$149,975,710CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$21,067,462PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$21,295,817CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$641,140PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$293,340CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$22,055,040CYTotalFundraisingExpenseAmt
PY Other Expenses$87,287,707PYOtherExpensesAmt
CY Other Expenses$89,364,993CYOtherExpensesAmt
PY Total Expenses$201,205,352PYTotalExpensesAmt
CY Total Expenses$260,929,860CYTotalExpensesAmt
PY Revenues Less Expenses$53,166,519PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$48,430,994CYRevenuesLessExpensesAmt
Total Assets BOY$3,024,640,956TotalAssetsBOYAmt
Total Assets EOY$3,232,360,059TotalAssetsEOYAmt
Total Liabilities BOY$69,561,084TotalLiabilitiesBOYAmt
Total Liabilities EOY$86,704,323TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,955,079,872NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,145,655,736NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE PURPOSES FOR WHICH THE CORPORATION IS FORMED ARE: (A) TO RECEIVE, SOLICIT, AND ADMINISTER A FUND OR FUNDS TO BE APPLIED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF THE NEW YORK AND PRESBYTERIAN HOSPITAL AND ANY OTHER HEALTH-CARE RELATED CHARITABLE ORGANIZATION OR CORPORATION APPROVED BY THE BOARD OF DIRECTORS OF THE CORPORATION WHICH IS DESCRIBED IN SECTION 509(A)(1) OR 509(A)(2) OF THE INTERNAL REVENUE CODE OF 1954, AS AMENDED AND (B) TO TAKE ANY AND ALL ACTIONS WHICH ARE INCIDENTIAL TO AND NOT INCONSISTENT WITH THE FORGOING PURPOSES OF THE CORPORATION AND WHICH ARE LAWFUL FOR NOT-FOR-PROFIT CORPORATIONS, TO THE EXTENT SUCH PURPOSES ARE PURPOSES DESCRIBED IN SECTION 509(A)(3)(A) OF THE INTERNAL REVENUE CODE OF 1954.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$230,885,026ExpenseAmt
Grant$149,975,710GrantAmt
Revenue$75,205,963RevenueAmt
DescNew York-Presbyterian Fund Inc. is organized to solicit, receive and administer funds to be applied exclusively for charitable, educational and scientific purposes, primarily for the benefit of health care related charitable organizations.Desc
Total Program Service Expenses$230,885,026TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstYes (true)ReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members90GoverningBodyVotingMembersCnt
Independent Voting Member88IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMICHAEL BRESLINPersonNm
Phone2122974255PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1466 LEXINGTON AVEAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (105 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndKey EmployeeKeyEmployeeInd
Steven J Corwin
DIRECTOR6.054.0Yes (X)$0$10,669,618$1,258,784
Herbert Pardes
DIRECTOR58.02.0Yes (X)$0$2,817,436$35,098
Mary Beth Claus
G. SVP, G.C. & CLO3.057.0$0$2,334,976$36,462Yes (X)
William Lee
SVP - Chief Investment Officer23.037.0$0$2,241,873$65,404Yes (X)
Michael P Breslin
PRESIDENT9.051.0$0$2,074,193$71,487Yes (X)
Maxine Frank
former officer0.060.0$0$1,622,607$259,570Yes (X)
Sarah L Avins
SVP, Chief Development Officer30.030.0$0$1,321,196$58,092Yes (X)
William J Farrell
TREASURER3.057.0$0$1,054,371$89,777Yes (X)
Phyllis R Lantos
Former Officer12.048.0$0$793,248$261,122Yes (X)
Richard Einwechter
Assistant Treasurer0.559.5$0$666,397$81,280Yes (X)
JOHN CAMPANO
VP, CORP SEC & senior COUNSEL1.059.0$0$564,710$73,424Yes (X)
Kathleen M Burke
former officer0.060.0$0$547,350$65,479Yes (X)
Bernadette O'campo
Assistant Secretary0.534.5$0$214,368$46,449Yes (X)
Melissa E Welch
Assistant Secretary0.534.5$0$170,489$31,070Yes (X)
Mary Braunsdorf
Assistant Secretary0.534.5$0$161,974$22,416Yes (X)
Steven R Swartz
CHAIRMAN0.54.25Yes (X)$0$0$0
John J Mack
director0.54.25Yes (X)$0$0$0
Sarah E Nash
director0.57.25Yes (X)$0$0$0
Adebayo O Ogunlesi
DIRECTOR0.51.25Yes (X)$0$0$0
Alfred F Kelly Jr
DIRECTOR0.55.25Yes (X)$0$0$0
Anthony A Tamer
DIRECTOR0.51.25Yes (X)$0$0$0
Arthur J Hedge Jr
DIRECTOR0.510.75Yes (X)$0$0$0
Arthur J Samberg
DIRECTOR THRU 7/14/20200.54.25Yes (X)$0$0$0
Brian Kelly
DIRECTOR0.51.25Yes (X)$0$0$0
Bruce Anthony Beal
DIRECTOR0.52.31Yes (X)$0$0$0
Charles Kaye
DIRECTOR1.54.25Yes (X)$0$0$0
Charlotte M Ford
DIRECTOR0.54.25Yes (X)$0$0$0
Daniel S Och
DIRECTOR0.51.25Yes (X)$0$0$0
David H Komansky
DIRECTOR0.52.25Yes (X)$0$0$0
Deanna M Mulligan
DIRECTOR0.51.25Yes (X)$0$0$0
Dennis E Glazer
DIRECTOR0.54.25Yes (X)$0$0$0
Elizabeth Alexander
DIRECTOR0.51.25Yes (X)$0$0$0
Elizabeth Tisch
DIRECTOR0.52.25Yes (X)$0$0$0
Ellen R Marram
DIRECTOR0.52.25Yes (X)$0$0$0
Faiza J Saeed
DIRECTOR0.51.25Yes (X)$0$0$0
Frank A Bennack Jr
DIRECTOR2.512.25Yes (X)$0$0$0
Gabrielle Bacon
DIRECTOR0.52.25Yes (X)$0$0$0
Glenn H Hutchins
DIRECTOR0.54.25Yes (X)$0$0$0
Glenn R Fuhrman
DIRECTOR0.51.25Yes (X)$0$0$0
Gordon B Pattee
DIRECTOR1.53.25Yes (X)$0$0$0
Gregory K Mondre
DIRECTOR0.51.25Yes (X)$0$0$0
H Rodgin Cohen
DIRECTOR0.51.25Yes (X)$0$0$0
Harrison T Lefak
DIRECTOR0.51.25Yes (X)$0$0$0
Heidi Messer
DIRECTOR0.51.25Yes (X)$0$0$0
Holly Peterson
DIRECTOR0.52.25Yes (X)$0$0$0
Iris B Cantor
DIRECTOR0.51.25Yes (X)$0$0$0
Ivan G Seidenberg
DIRECTOR0.56.75Yes (X)$0$0$0
James S Gertler
DIRECTOR0.51.25Yes (X)$0$0$0
Jeffrey A Harris
DIRECTOR2.04.0Yes (X)$0$0$0
Jeffrey W Greenberg
DIRECTOR0.54.75Yes (X)$0$0$0
Jessica Bibliowicz
DIRECTOR0.52.25Yes (X)$0$0$0
John A Thain
DIRECTOR0.52.25Yes (X)$0$0$0
John S Weinberg
DIRECTOR0.52.25Yes (X)$0$0$0
Julissa Reynoso
DIRECTOR0.51.25Yes (X)$0$0$0
Lawrence R Lustig
DIRECTOR THRU 6/30/20200.51.25Yes (X)$0$0$0
Lee S Ainslie III
DIRECTOR0.52.25Yes (X)$0$0$0
Lenard B Tessler
DIRECTOR1.54.25Yes (X)$0$0$0
Leonard A Wilf
DIRECTOR0.52.31Yes (X)$0$0$0
Lisa R Perry
DIRECTOR0.52.25Yes (X)$0$0$0
Lise Himberg Evans
DIRECTOR0.51.25Yes (X)$0$0$0
Luis A Canela
DIRECTOR0.52.25Yes (X)$0$0$0
Marcos A Rodriguez
DIRECTOR0.51.25Yes (X)$0$0$0
Margaret L Wolff
DIRECTOR0.59.25Yes (X)$0$0$0
Maurice R Greenberg
DIRECTOR0.51.25Yes (X)$0$0$0
Maya L Harris
DIRECTOR0.51.25Yes (X)$0$0$0
Michael D Tusiani
DIRECTOR0.54.25Yes (X)$0$0$0
Mitchell L Jacobson
DIRECTOR0.56.25Yes (X)$0$0$0
Nancy Marks
DIRECTOR0.51.25Yes (X)$0$0$0
Nelson Peltz
DIRECTOR0.51.25Yes (X)$0$0$0
Noam Gottesman
DIRECTOR0.51.25Yes (X)$0$0$0
Ogden Phipps II
DIRECTOR0.51.25Yes (X)$0$0$0
Oscar Straus Schafer
DIRECTOR0.51.25Yes (X)$0$0$0
Pamela G Carlton
DIRECTOR0.54.25Yes (X)$0$0$0
Peter A Georgescu
DIRECTOR0.54.25Yes (X)$0$0$0
Peter G Livanos
DIRECTOR0.51.75Yes (X)$0$0$0
Peter S Kalikow
DIRECTOR0.55.31Yes (X)$0$0$0
Philip Milstein
DIRECTOR0.51.31Yes (X)$0$0$0
Philippe Laffont
DIRECTOR0.51.25Yes (X)$0$0$0
Rahul Sharma
DIRECTOR0.51.25Yes (X)$0$0$0
Raymond J McGuire
DIRECTOR0.52.31Yes (X)$0$0$0
Richard C Dresdale
DIRECTOR0.54.25Yes (X)$0$0$0
Richard D Segal
DIRECTOR0.51.25Yes (X)$0$0$0
Rob J Speyer
DIRECTOR0.52.31Yes (X)$0$0$0
Robert J Appel
DIRECTOR0.52.25Yes (X)$0$0$0
Rochelle B Lazarus
DIRECTOR0.55.75Yes (X)$0$0$0
Roger C Altman
DIRECTOR0.52.25Yes (X)$0$0$0
Roman Martinez IV
DIRECTOR1.53.75Yes (X)$0$0$0
Ronald O Perelman
DIRECTOR0.51.25Yes (X)$0$0$0
Russell Lloyd Carson
DIRECTOR0.54.75Yes (X)$0$0$0
Seymour Sternberg
DIRECTOR0.54.75Yes (X)$0$0$0
Sharmin Mossavar-Rahmani
DIRECTOR1.53.25Yes (X)$0$0$0
Stephanie Anne Coleman
DIRECTOR0.53.25Yes (X)$0$0$0
Stephen A Schwarzman
DIRECTOR0.51.25Yes (X)$0$0$0
Stephen M Ross
DIRECTOR0.51.25Yes (X)$0$0$0
Stephen Robert
DIRECTOR0.51.25Yes (X)$0$0$0
Steven O Newhouse
DIRECTOR0.52.25Yes (X)$0$0$0
jerry speyer
DIRECTOR0.511.25Yes (X)$0$0$0
Vincent Tese
DIRECTOR0.53.25Yes (X)$0$0$0
RAYMOND DALIO
DIRECTOR0.51.25Yes (X)$0$0$0
MICHAEL ESPOSITO
DIRECTOR0.51.25Yes (X)$0$0$0
MARLENE HESS
DIRECTOR0.51.25Yes (X)$0$0$0
WILLIAM M LEWIS
DIRECTOR0.51.25Yes (X)$0$0$0
JONATHAN M PURZAN
DIRECTOR0.51.25Yes (X)$0$0$0
KEVIN ROTH
DIRECTOR0.51.25Yes (X)$0$0$0
MARK SCHWARTZ
DIRECTOR0.51.25Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$27,254,806TotReportableCompRltdOrgAmt
Total Other Compensation$2,455,914TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Steven Kaen Technical Associates
3777 Independence AvenueBRONXNY10463Audio Visual support$465,895
Communicor
629 East Keefe AvenueMILWAUKEEWI53212event support$458,762
divurgent
4445 corporation laneVIRGINA BEACHVA23462Consulting$1,657,218
Phillips Healthcare
3000 minuteman roadANDOVERMA01810Patient Monitoring$817,068
blackbaud Inc
65 fairchild streetCHARLESTONSC29492software maintenace$476,870
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K28CntrctRcvdGreaterThan100KCnt
Fundraising$792,975FundraisingAmt
All Other Contributions$231,987,071AllOtherContributionsAmt
Noncash Contributions$32,513,617NoncashContributionsAmt
Total Contributions$232,780,046TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTAL INCOME532000$1,275,113$1,275,113
INSURANCE PREMIUMS525100$73,930,850$73,930,850
FieldValueIRS element (for citing)
Total Program Service Revenue$75,205,963TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,006,417TotalRevenueColumnAmt
Unrelated Business Revenue$1,245,436UnrelatedBusinessRevenueAmt
Exclusion-$239,019ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,372,902SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,352,603SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$20,299SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,299TotalRevenueColumnAmt
Exclusion$20,299ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$1,014,495FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$792,975ContriRptFundraisingEventAmt
Fundraising Direct Expenses$666,366FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$348,129TotalRevenueColumnAmt
Exclusion$348,129ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$309,360,854TotalRevenueColumnAmt
Related Or Exempt Func Income$75,205,963RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,245,436UnrelatedBusinessRevenueAmt
Exclusion$129,409ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$148,663,556TotalAmt
Program Services$148,663,556ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,312,154TotalAmt
Program Services$1,312,154ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,649,147TotalAmt
Management And General$1,922,672ManagementAndGeneralAmt
Fundraising$1,726,475FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$12,085,265TotalAmt
Management And General$2,170,263ManagementAndGeneralAmt
Fundraising$9,915,002FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$874,233TotalAmt
Management And General$156,994ManagementAndGeneralAmt
Fundraising$717,239FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,491,463TotalAmt
Management And General$980,469ManagementAndGeneralAmt
Fundraising$2,510,994FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,195,709TotalAmt
Management And General$309,644ManagementAndGeneralAmt
Fundraising$886,065FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$299,848TotalAmt
Management And General$299,848ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$152,808TotalAmt
Management And General$152,808ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$293,340TotalAmt
Fundraising$293,340FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$105,673TotalAmt
Management And General$105,673ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,919,018TotalAmt
Management And General$208,021ManagementAndGeneralAmt
Fundraising$2,710,997FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,318,890TotalAmt
Management And General$112,805ManagementAndGeneralAmt
Fundraising$1,206,085FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$137,321TotalAmt
Management And General$117,645ManagementAndGeneralAmt
Fundraising$19,676FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,221,082TotalAmt
Management And General$1,448,519ManagementAndGeneralAmt
Fundraising$772,563FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$150,661TotalAmt
Management And General$2,102ManagementAndGeneralAmt
Fundraising$148,559FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$35,621TotalAmt
Management And General$329ManagementAndGeneralAmt
Fundraising$35,292FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$127,800TotalAmt
Program Services$127,800ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$80,781,516TotalAmt
Program Services$80,781,516ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
FUNDRAISING EVENTS$682,327$682,327
OTHER$432,428$430,426$2,002

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$260,929,860TotalAmt
Program Services$230,885,026ProgramServicesAmt
Management And General$7,989,794ManagementAndGeneralAmt
Fundraising$22,055,040FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$21,909,989BOYAmt
EOY$2,358,355EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$161,832,045BOYAmt
EOY$164,538,683EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$342,781,170BOYAmt
EOY$341,901,002EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$6,451,379BOYAmt
EOY$6,253,143EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,232,641LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,971,302LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$389,139BOYAmt
EOY$261,339EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$595,882BOYAmt
EOY$608,782EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$92,242,390BOYAmt
EOY$83,564,846EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$160,290,300BOYAmt
EOY$177,379,461EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,238,148,662BOYAmt
EOY$2,455,494,448EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,024,640,956BOYAmt
EOY$3,232,360,059EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,549,616BOYAmt
EOY$2,552,368EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$63,011,468BOYAmt
EOY$84,151,955EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$69,561,084BOYAmt
EOY$86,704,323EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$824,244,401BOYAmt
EOY$833,601,027EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,130,835,471BOYAmt
EOY$2,312,054,709EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,955,079,872BOYAmt
EOY$3,145,655,736EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,024,640,956BOYAmt
EOY$3,232,360,059EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$48,430,994ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,147,151NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$137,997,719OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$150,769,444CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$351,814,068CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$276,269,345CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$177,723,433CurrentTaxYearMinus1YearAmt
Current Tax Year$232,780,046CurrentTaxYearAmt
Total$1,189,356,336TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$150,769,444CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$351,814,068CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$276,269,345CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$177,723,433CurrentTaxYearMinus1YearAmt
Current Tax Year$232,780,046CurrentTaxYearAmt
Total$1,189,356,336TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$350,426,056SubstantialContributorsTotAmt
Public Support Total170$838,930,280PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,990,163CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,248,846CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,254,482CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,876,758CurrentTaxYearMinus1YearAmt
Current Tax Year$1,006,418CurrentTaxYearAmt
Total$62,376,667TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$1,251,733,003TotalSupportAmt
Gross Receipts Rltd Activities$377,818,112GrossReceiptsRltdActivitiesAmt
Public Support CY1700.67022PublicSupportCY170Pct
Public Support PY1700.67281PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$444,267,063BeginningYearBalanceAmt
Contributions$3,100,000ContributionsAmt
Investment Earnings Or Losses$13,540,385InvestmentEarningsOrLossesAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$4,673,339AdministrativeExpensesAmt
End Year Balance$456,234,109EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$425,985,000BeginningYearBalanceAmt
Contributions$2,404,542ContributionsAmt
Investment Earnings Or Losses$21,370,843InvestmentEarningsOrLossesAmt
Other Expenditures$249,797OtherExpendituresAmt
Administrative Expenses$5,243,525AdministrativeExpensesAmt
End Year Balance$444,267,063EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$439,640,000BeginningYearBalanceAmt
Contributions$7,953,000ContributionsAmt
Investment Earnings Or Losses-$16,156,000InvestmentEarningsOrLossesAmt
Other Expenditures$674,000OtherExpendituresAmt
Administrative Expenses$4,778,000AdministrativeExpensesAmt
End Year Balance$425,985,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$407,361,000BeginningYearBalanceAmt
Contributions$1,329,000ContributionsAmt
Investment Earnings Or Losses$37,141,000InvestmentEarningsOrLossesAmt
Other Expenditures$650,000OtherExpendituresAmt
Administrative Expenses$5,541,000AdministrativeExpensesAmt
End Year Balance$439,640,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$405,725,000BeginningYearBalanceAmt
Contributions$2,545,000ContributionsAmt
Investment Earnings Or Losses$4,396,000InvestmentEarningsOrLossesAmt
Other Expenditures$458,000OtherExpendituresAmt
Administrative Expenses$4,847,000AdministrativeExpensesAmt
End Year Balance$407,361,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.07160BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.92840PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,232,641OtherCostOrOtherBasisAmt
Depreciation$2,971,302DepreciationAmt
Book Value$261,339BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$261,339TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescINVESTMENT IN CAPTIVE INS COMPDesc
Book Value$177,379,461BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Program Rltd$177,379,461TotalBookValueProgramRltdAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL INT IN PERP. TRUST$80,252,314
RECEIVABLE FR CAPTIVE INS CO.$3,425,000
DUE FROM CPMC$5,760,596
INTEREST IN HERS LLC$2,347,413,795
OPERATING LEASE ASSET$7,899,026
OTHER ASSETS$10,743,717
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,455,494,448TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
CHARITABLE TRUST ANNUITY PAYABLE$3,729,651
DUE TO RELATED ORGANIZATIONS$72,523,278
OPERATING LEASE LIABILITY$7,899,026
FieldValueIRS element (for citing)
Total Liability$84,151,955TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4:FormAndLineReferenceDesc
ExplanationPermanently restricted net assets have been restricted by donors to be maintained in perpetuity. Investments related to permanently restricted net assets are pooled with Fund Inc's other holdings and investment return or loss is allocated on a pro rata basis to each fund. Gains/Losses on permanently restricted net assets that are limited to use expended for specific purposes are included in temporarily restricted net assets. gains/Losses without such restrictions are included in unrestricted net assets.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanInvestments$5,903,816
East Asia and the PacificInvestments$432
Europe (Including Iceland and Greenland)Investments$6,492
FieldValueIRS element (for citing)
Subtotal Spent$5,910,740SubtotalSpentAmt
Total Spent$5,910,740TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceLine 3, column FFormAndLineReferenceDesc
ExplanationAccrual method of accountingExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmt
The Advisory Board
2445 M STREET NWWASHINGTONDC20037FundRaising counselfalse$45,000
Community Counselling Services
527 MADISON AVE 5TH FLOORNEW YORKNY10022FundRaising counselfalse$120,000
eidolon communications Inc
15 MAIDEN LANE SUITE 1401NEW YORKNY10038FundRaising counselfalse$121,500
copilevitz lam raney
310 WEST 20TH STREET suite 300KANSAS CITYMO64108state reg's counselfalse$6,840
FieldValueIRS element (for citing)
Total Retained By Contractors$293,340TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1plates for pedsEvent1Nm
Gross Receipts Event1$1,656,470GrossReceiptsEvent1Amt
Charitable Contri Event1$641,975CharitableContriEvent1Amt
Gross Revenue Event1$1,014,495GrossRevenueEvent1Amt
Rent Facility Costs Event1$16,820RentFacilityCostsEvent1Amt
Food And Beverage Event1$151,384FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$258,287OtherDirectExpensesEvent1Amt
Event2Gala(Cancelled)Event2Nm
Gross Receipts Event2$151,000GrossReceiptsEvent2Amt
Charitable Contri Event2$151,000CharitableContriEvent2Amt
Rent Facility Costs Event2$100,000RentFacilityCostsEvent2Amt
Entertainment Event2$8,000EntertainmentEvent2Amt
Other Direct Expenses Event2$131,875OtherDirectExpensesEvent2Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$1,807,470GrossReceiptsTotalAmt
Charitable Contributions Tot$792,975CharitableContributionsTotAmt
Gross Revenue Total Events$1,014,495GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$116,820RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$151,384FoodAndBeverageTotalEventsAmt
Entertainment Total Events$8,000EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$390,162OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$666,366DirectExpenseSummaryEventsAmt
Net Income Summary$348,129NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2bFormAndLineReferenceDesc
ExplanationThe following have agreements. 1)The Advisory Board: $45,000 Annual fee. 2) Community Counselling Services Co., LLC: $120,000 annual fee. 3) Eidolon Communications, Inc: $121,500 annual fee. 4)Copilevitz, lam & raney: Services $6,840.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
The New York and Presbyterian Hospital
525 East 68th StreetNew YorkNY10065133957095501(C)(3)$147,051,046$1,442,630comparable costMISC ITEMSHealthcare
NEW YORK GRACIE SQUARE HOSPITAL
420 EAST 76TH STREETnew yorkNY10021133746997501(C)(3)$169,880Healthcare
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant Typemedical payments for indigent care individualsGrantTypeTxt
Recipient971RecipientCnt
Cash Grant$1,312,154CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 1:FormAndLineReferenceDesc
ExplanationTHE FUNDS ADMINISTERED TO THE NEW YORK AND PRESBYTERIAN HOSPITAL REPRESENT EXPENSES INCURRED BY THE HOSPITAL WHICH MEET THE REQUIREMENTS OF SPECIFIC DONOR-RESTRICTED CONTRIBUTIONS. PRIOR TO AWARDING OTHER ASSISTANCE TO ORGANIZATIONS, AN ASSESSMENT IS MADE ON THE ULTIMATE USE OF THE FUNDS. FINAL DETERMINATION IS BASED ON WHETHER THE FUNDS WILL BE UTILIZED TO FURTHER OUR MISSION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Herbert Pardes
DIRECTOR$0$1,927,620$0$749,928$0$139,888$0$29,553$0$5,545$0$2,852,534$0$0
Steven J Corwin
DIRECTOR$0$2,269,975$0$3,894,301$0$4,505,342$0$1,215,849$0$42,935$0$11,928,402$0$487,905
Michael P Breslin
PRESIDENT$0$1,164,429$0$725,567$0$184,197$0$20,144$0$51,343$0$2,145,680$0$0
William Lee
SVP - Chief Investment Officer$0$869,897$0$1,148,265$0$223,711$0$15,772$0$49,632$0$2,307,277$0$0
William J Farrell
TREASURER$0$600,511$0$368,013$0$85,847$0$42,182$0$47,595$0$1,144,148$0$0
Maxine Frank
former officer$0$973,017$0$364,584$0$285,006$0$226,872$0$32,698$0$1,882,177$0$13,376
Mary Beth Claus
G. SVP, G.C. & CLO$0$1,178,625$0$994,750$0$161,601$0$11,870$0$24,592$0$2,371,438$0$0
Kathleen M Burke
former officer$0$299,169$0$206,759$0$41,422$0$42,423$0$23,056$0$612,829$0$0
Richard Einwechter
Assistant Treasurer$0$469,190$0$163,838$0$33,369$0$40,766$0$40,514$0$747,677$0$0
Bernadette O'campo
Assistant Secretary$0$143,318$0$10,000$0$61,050$0$33,251$0$13,198$0$260,817$0$0
Melissa E Welch
Assistant Secretary$0$166,002$0$4,089$0$398$0$16,035$0$15,035$0$201,559$0$0
Sarah L Avins
SVP, Chief Development Officer$0$605,160$0$621,435$0$94,601$0$26,843$0$31,249$0$1,379,288$0$0
Phyllis R Lantos
Former Officer$0$486,406$0$115,000$0$191,842$0$222,144$0$38,978$0$1,054,370$0$18,970
JOHN CAMPANO
VP, CORP SEC & senior COUNSEL$0$370,969$0$143,425$0$50,316$0$32,645$0$40,779$0$638,134$0$0
Mary Braunsdorf
Assistant Secretary$0$159,139$0$2,000$0$835$0$8,857$0$13,559$0$184,390$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part VII & Schedule J, supplemental Information:New York-Presbyterian Fund Inc.(the "Corporation") has no employees. Certain individuals identified herein as Directors & Officers of the Corporation are employed and compensated by a related organization, The New York and Presbyterian Hospital (the "Hospital"). These individuals perform services for the Corporation, and in some cases other related organizations, by arrangement between the Hospital and such organization(s). The officers identified in Part VII are responsible for executing the mission and management of The New York and Presbyterian Hospital (NYP) and its affiliated entities. Compensation for 2020 of these upper level executives includes the payout of an annual incentive plan and a long-term incentive plan. This performance-oriented program conditions payments upon the achievement of multiple individual and group performance measures. Measures to monitor performance include: operational and financial strength, patient quality and safety, patient satisfaction, advancement of patient care, and people development and partnership. Incentive awards may only be granted if the organization achieves a financial surplus. Even if all relevant performance measurements are achieved, the NYP Board of Trustees retains full discretion to make or not make any incentive awards, or to reduce the amount of any incentive award. This initiative is critical to assuring that NYP has the requisite leadership to create and manage a highly motivated and engaged workforce, to drive superior performance throughout the organization and to achieve top tier medical center status. As a separate matter, due to restrictions imposed by the Internal Revenue Code, upper level executives are limited in the amount of benefits received under a tax-qualified retirement plan. Like many employers, NYP supplements these executives' pension benefits through a supplemental ("nonqualified") retirement plan. The supplemental executive retirement plan (SERP) is subject to a multi-year vesting requirement (commencing after five years of participation in the SERP, in prorated amounts through age 65) which places an executive's supplemental retirement benefit at risk of forfeiture if the vesting requirements are not satisfied. Once vested, however, provisions of the Internal Revenue Code require that the vested executive include in current income the value of his or her vested supplemental retirement benefit. Notwithstanding the legal requirement to recognize the vested value of the supplemental retirement benefit as current income, the supplemental retirement benefit will not be distributed to the executive until the executive actually retires from NYP (although, as permitted by the Internal Revenue Code, the supplemental retirement plan will effect a distribution of an amount necessary to satisfy the executive's tax liability resulting from the income recognition upon vesting). As noted, this supplemental retirement benefit will not be distributed to the executive until the executive actually retires from NYP. There are constantly changing legal, tax, accounting, and public disclosure rules for a SERP (supplemental executive retirement plan) in not-for-profit organizations. The executive Compensation Committee continuously monitors these changes and incorporates any changes into the overall SERP plan design. As in past years, the executive Compensation Committee of NYP requires a third party complete a review of the organization's compensation program to ensure its effectiveness in terms of government regulations, market conditions and the need to continually elevate organizational performance. The report also serves to meet the regulatory obligations to ensure that all elements of the executive compensation programs are reasonable. Each of the current trustees listed devotes an average of sixty hours per week to perform his or her responsibilities for the reporting entity and other related organizations in the aggregate.
Part I, Line 3:Compensation decisions for the President was determined by a related organization following that organization's compensation policy.
Part I, Line 4A:Received Severance Pay: Bernadette O'Campo : 43,846 Part I, Line 4B: Participated in supplemental nonqualified retirement plan: Maxine Frank : 187,937 Phyllis Lantos : 186,438 Supplemental nonqualified retirement plan as reported on the w2: Herbert Pardes : 67,808 Steven Corwin : 2,154,764 Maxine Frank : 162,103 Phyllis Lantos : 124,169 Legacy nonqualified retirement plan reported on the w2: Steven Corwin : 1,463,647

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution96ContributionCnt
Noncash Contributions Rpt F990$31,069,987NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescCOVID-19 FOOD/PPE & OTHER MISC ITEMSDesc
Contribution113ContributionCnt
Noncash Contributions Rpt F990$1,442,630NoncashContributionsRptF990Amt
Method Of Determining RevenuesComparable CostMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received2Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 32b:We have a capital management department at the custodian that receives donated stock on our behalf. They sell the stock and send proceeds to Fund Inc.
Part I, Column B:The number of contributions is determined by the number of separate contributions made.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part VI Section A, Line 2:Jeffrey W. Greenberg and Maurice R. Greenberg have a family relationship. Jerry I. Speyer and Rob J. Speyer have a family/Business relationship. Jerry I. Speyer, Rob J. Speyer, and Leonard A. Wilf have a business relationship. Stephen ross and bruce anthony beal have a business relationship. Steven R. Swartz and Frank A. Bennack Jr. have a business relationship. John Weinberg, Pamela Carlton, and Roger C. Altman have a business relationship. Jeffrey Harris and Sarah Nash have a business relationship. Rochelle Lazarus and Stephen Schwarzman have a business relationship. lee Ainslie III and Philippe Laffont have a business relationship. Bruce Anthony Beal and Ogden Phipps II have a business relationship. Glen Hutchins, Ogden Phipps II, and Philippe Laffont have a business relationship. Jerry I. Speyer, Rob J. Speyer, and Russell Carson have a business relationship. Gregory Mondre, Bruce Anthony Beal, and Stephen Ross have a business relationship.
Part VI Section B, LINE 11A & B:MEMBERS OF THE NEWYORK-PRESBYTERIAN HOSPITAL (NYPH) FINANCE DEPARTMENT (FINANCE) COORDINATED AND COMPLETED ALL OF THE INFORMATION REQUIRED FOR FORM 990, ACCESSING VARIOUS RESOURCES INCLUDING, LEGAL, HUMAN RESOURCES, CORPORATE COMPLIANCE, DEVELOPMENT, AND OTHER DEPARTMENTS AS NEEDED. THE FOLLOWING IS THE PROCESS FOR REVIEW: SENIOR FINANCE EXECUTIVES REVIEW THE RETURN IN CONJUNCTION WITH ERNST & YOUNG U.S. LLP, PAID PREPARER, PRIOR TO SUBMISSION TO THE CHAIR OF THE AUDIT AND CORPORATE COMPLIANCE COMMITTEE OF THE NYPH BOARD (NYPH AUDIT COMMITTEE) OR HIS/HER DESIGNEE. PURSUANT TO THE CORPORATION'S BYLAWS, IT IS THE NYPH AUDIT COMMITTEE THAT REVIEWS THE CORPORATION'S FORM 990. THE CHAIR OF THE NYPH AUDIT COMMITTEE OR HIS/HER DESIGNEE CONDUCTS A DETAILED REVIEW AND MEETS WITH FINANCE TO ADDRESS ANY QUESTIONS. A COPY OF THE 990 IS SENT TO THE OTHER COMMITTEE MEMBERS FOR REVIEW, AND A REPORT IS GIVEN ON THE 990 BY MANAGEMENT AT THE COMMITTEE'S MEETING IMMEDIATELY PRECEDING THE FILING. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS, CORPORATION, PRIOR TO ITS FILING. THE CORPORATION FILES THE 990 UPON FINAL REVIEW. Part VI Section B line 12C: New York-Presbyterian Fund Inc. adheres to a conflict of interest (COI) policy that has been adopted by the New York and Presbyterian Hospital. This policy was approved by the Audit and Corporate Compliance Committee of the Board of Trustees. The policy states in part: "Each Board Member, Officer or Key Person of a New York-Presbyterian Organization shall complete a conflict of interest questionnaire prior to becoming a Board Member, Officer or Key Person of the New York-Presbyterian Organization and annually thereafter." The policy also states that "each Board Member, Officer, or Key Person shall promptly advise the Chief Executive Officer of the New York and Presbyterian Hospital, or his or her designee, of any changes to the information provided in that individual's last completed conflict of interest questionnaire." The Chief Executive Officer of New York-Presbyterian Hospital, or his or her designee, shall review all completed questionnaires and all subsequent advice of changes and shall take such action as is deemed appropriate to eliminate potentials for conflicts of interest, including such steps as reassignment of responsibilities or establishment of protective arrangements. All disclosures of interests in completed questionnaires or subsequent advice, unless clearly irrelevant or immaterial, shall be compiled and reported by management to the Audit and Corporate Compliance Committee of the Board of New York-Presbyterian Hospital, together, in each case, with response or recommendation of management. The Audit and Corporate Compliance Committee shall determine whether the reported resolution of issues raised by the disclosures is satisfactory and, if not, shall require such further action as it deems appropriate. Part VI, Section B, Line 15: New York-Presbyterian Fund, Inc. (the "Corporation") has no employees. Certain individuals identified herein as officers of the Corporation are employed and compensated by a related organization, The New York and Presbyterian Hospital (the "Hospital"). These individuals perform services for the Corporation, and in some cases other related organizations, by arrangement between the Hospital and such organization(s). As set forth in Schedule R, the Corporation and the Hospital are related organizations. in their duties as officer's of The organization they have no influence over the compensation process performed by the related organization. Part VI, Section C, Line 19: External requests for our governing documents, conflict of interest policy, and financial statements are reviewed for validity. These requests are then granted if deemed appropriate.
Part XI, Line 9:Distribution to New York Presbyterian Hospital for Capital Purchases: $-62,131,703 Change in fair value of insurance company: $18,702,525 Change in Fair value of Ventures/CPMC/Trusts $ 4,834,116 Change in fair value of alternative investments: $176,592,781 Total other Changes: $137,997,719

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (47 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
NEW YORK-PRESBYTERIAN FOUNDATION INC
525 E 68TH ST BOX 156NEW YORKNY10065134153668SUPPORT ORG.NY501(C)(3)12 TYPE INAfalse
THE NEW YORK AND PRESBYTERIAN HOSPITAL
525 E 68TH ST BOX 156NEW YORKNY10065133957095HEALTH CARENY501(C)(3)3NYP FDNYes (true)
THE HOSPITAL FOR SPECIAL SURGERY
535 E 70TH STNEW YORKNY10021131624135HEALTH CARENY501(C)(3)3NYP FDNYes (true)
ROYAL CHARTER PROPERTIES INC
525 E 68TH ST BOX 156NEW YORKNY10065133158502REAL ESTATENY501(C)(3)12 TYPE IINYP FDNYes (true)
ROYAL CHARTER PROPERTIES EAST INC
525 E 68TH ST BOX 156NEW YORKNY10065133158496REAL ESTATENY501(C)(3)12 TYPE IINYP FDNYes (true)
ROYAL CHARTER PROPERTIES-WESTCHESTER IN
525 E 68TH ST BOX 156NEW YORKNY10065133160354REAL ESTATENY501(C)(3)12 TYPE IINYP FDNYes (true)
NY PRESBYTERIAN HEALTHCARE SYSTEM INC
525 E 68TH ST BOX 156NEW YORKNY10065133792361SPONSORNY501(C)(3)12 III-fiNYP FDNYes (true)
NYP COMMUNITY SERVICES INC
525 E 68TH ST BOX 156NEW YORKNY10065463951535HEALTH CARENY501(C)(3)12 TYPE INYP HOSPITALYes (true)
THE ELIZABETH BLACKWELL FOUNDATION INC
525 E 68TH ST BOX 156NEW YORKNY10065113344692HLTH INFO SVSNY501(C)(3)12 TYPE INYP HOSPITALYes (true)
LAWRENCE MEDICAL ASSOCIATES PC
55 PALMER AVENUEBRONXVILLENY10708264076297HEALTH CARENY501(C)(3)12 TYPE INYP HOSPITALYes (true)
BEEKMAN STAFF RESIDENCE
525 E 68TH ST BOX 156NEW YORKNY10065132773085REAL ESTATENY501(C)(3)12 TYPE INYP HOSPITALYes (true)
NYP COMMUNITY PROGRAMS INC
525 E 68TH ST BOX 156NEW YORKNY10065472126668HEALTH CARENY501(C)(3)12 TYPE INYP HOSPITALYes (true)
LAWRENCE CARE INC
55 PALMER AVENUEBRONXVILLENY10708133415158HEALTH CARENY501(C)(3)12 TYPE INYP HOSPITALYes (true)
LAWRENCE COMMUNITY HEALTH SERVICES INC
69 MAIN STREETTUCKAHOENY10707131740022HEALTH CARENY501(C)(3)10LAWRENCE CARYes (true)
NYHB INC
506 SIXTH STREETBROOKLYNNY11215462486539HEALTH CARENY501(C)(3)12 TYPE IINYP SYS INCYes (true)
THE NEW YORK GRACIE SQUARE HOSPITAL INC
420 E 76TH STREETNEW YORKNY10021133746997HEALTH CARENY501(C)(3)3NYP SYS INCYes (true)
THE ROGOSIN INSTITUTE INC
505 E 70TH STREETNEW YORKNY10021133184198HEALTH CARENY501(C)(3)4NYP SYS INCYes (true)
PREFERRED HEALTH NETWORK INC
525 E 68TH ST BOX 156NEW YORKNY10065112964432INACTIVENY501(C)(3)12 TYPE INYP SYS INCYes (true)
NETWORK RECOVERY SERVICES INC
525 E 68TH ST BOX 156NEW YORKNY10065113160901COLLECTIONNY501(C)(3)12 III-FINYP SYS INCYes (true)
THE SILVERCREST CTR FOR NURSING & REHAB
144-45 87TH AVENUEJAMAICANY11435112925535HEALTH CARENY501(C)(3)10NYP SYS INCYes (true)
SILVERCREST SENIOR HOUSING DEVELOPMENT
144-45 87TH AVENUEBRIARWOODNY11435262894911HOUSINGNY501(C)(3)10SILVERCRESTYes (true)
HUDSON EAST RIVER SYSTEMS LLC
525 E 68TH ST BOX 156NEW YORKNY10065822253311INVESTMENTNY501(C)(3)7NYP FUND INYes (true)
NEW YORK DOWNTOWN HOSPITAL CCPH
525 E 68TH ST BOX 156NEW YORKNY10065113614596FUND/SUPPORTNY501(C)(3)12 TYPE INYP FUND INYes (true)
HUDSON VALLEY HOSPITAL CENTER
1980 CROMPOND RDCORTLANDT MANORNY10567131740120HEALTH CARENY501(C)(3)3NYP COMM PROYes (true)
THE FDN OF NYPHUDSON VALLEY HOSPITAL
1980 CROMPOND RDCORTLANDT MANORNY10567133307781SUPPORTNY501(C)(3)12 TYPE INYPHVH HOSYes (true)
THE WESTCHESTER MEDICAL PRACTICE PC
50 DAYTON LANE SUITE 202PEEKSKILLNY10566562662502HEALTH CARENY501(C)(3)12 TYPE INYPHVH HOSYes (true)
WESTCHESTER PUTNAM HEALTH MANAGEMENT SYS
1980 CROMPOND RDCORTLANDT MANORNY10567133420263SUPPORTNY501(C)(3)12 TYPE INYP COMM PROYes (true)
GI VENTURES INC
1980 CROMPOND RDCORTLANDT MANORNY10567454644781SUPPORTNY501(C)(3)12 TYPE IIWPHMSYes (true)
NEWYORK-PRESBYTERIANQUEENS
56-45 MAIN STREETFLUSHINGNY11355111839362HEALTH CARENY501(C)(3)3NYP COMM PROYes (true)
NEW YORK QUEENS CHARTER VENTURES INC
56-45 MAIN STREETFLUSHINGNY11355454795032REAL ESTATENY501(C)(3)12 TYPE INYPQUEENSYes (true)
NY QUEENS MEDICINE AND SURGERY PC
56-45 MAIN STREETFLUSHINGNY11355274719998HEALTH CARENY501(C)(3)12 TYPE INYPQUEENSYes (true)
CRT SURGICAL ASSOCIATES PC
56-45 MAIN STREETFLUSHINGNY11355112226870HEALTH CARENY501(C)(3)12 TYPE INYPQUEENSYes (true)
THE FDN OF NYPQUEENS
56-45 MAIN STREETFLUSHINGNY11355112848858EDUC&RESEARCHNY501(C)(3)12 TYPE INYPQUEENSYes (true)
NEWYORK-PRESBYTERIANBKLYN METHODIST
506 SIXTH STREETBROOKLYNNY11215111631796HEALTH CARENY501(C)(3)3NYP COMM PROYes (true)
BROOKLYN DENTAL SERVICES PC
506 SIXTH STREETBROOKLYNNY11215432015903DENTAL SERVICNY501(C)(3)12 TYPE IBKLYN METHODYes (true)
BROOKLYN FOOT AND ANKLE PC
506 SIXTH STREETBROOKLYNNY11215113441502INACTIVENY501(C)(3)12 TYPE IBKLYN METHODYes (true)
BROOKLYN RADIOLOGY SERVICES PC
506 SIXTH STREETBROOKLYNNY11215113423162RADIOLOGYNY501(C)(3)12 TYPE IBKLYN METHODYes (true)
KINGS PHYSICIAN SERVICES
506 SIXTH STREETBROOKLYNNY11215462333282HEALTH CARENY501(C)(3)12 TYPE IBKLYN METHODYes (true)
PARK SLOPE EMERGENCY PHYSICIAN SERV PC
506 SIXTH STREETBROOKLYNNY11215061160280HEALTH CARENY501(C)(3)12 TYPE IBKLYN METHODYes (true)
PARK SLOPE HEMATOLOGY & ONCOLOGY PC
506 SIXTH STREETBROOKLYNNY11215421591811HEALTH CARENY501(C)(3)12 TYPE IBKLYN METHODYes (true)
PARK SLOPE MEDICAL HEALTH PROVIDER PC
506 SIXTH STREETBROOKLYNNY11215113564621INACTIVENY501(C)(3)12 TYPE IBKLYN METHODYes (true)
PARK SLOPE MEDICAL SERVICE PC
506 SIXTH STREETBROOKLYNNY11215112843882HEALTH CARENY501(C)(3)12 TYPE IBKLYN METHODYes (true)
PARK SLOPE MEDICINE PC
506 SIXTH STREETBROOKLYNNY11215113362663HEALTH CARENY501(C)(3)12 TYPE IBKLYN METHODYes (true)
PARK SLOPE OBSTETRICS & GYNECOLOGY PC
506 SIXTH STREETBROOKLYNNY11215113124294HEALTH CARENY501(C)(3)12 TYPE IBKLYN METHODYes (true)
PARK SLOPE PATHOLOGY SERVICES PC
506 SIXTH STREETBROOKLYNNY11215112843879PATHOLOGYNY501(C)(3)12 TYPE IBKLYN METHODYes (true)
PARK SLOPE PEDIATRIC MEDICINE PC
506 SIXTH STREETBROOKLYNNY11215113303499PEDIATRICSNY501(C)(3)12 TYPE IBKLYN METHODYes (true)
PARK SLOPE PHYSICIAN SERVICES PC
506 SIXTH STREETBROOKLYNNY11215113231685HEALTH CARENY501(C)(3)12 TYPE IBKLYN METHODYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
NYP PROGRAMS INC
525 EAST 68TH STREETNEW YORKNY10065475351503HEALTH CARENYNYP FoundationC. CORPYes (true)
NYP SERVICES INC
525 EAST 68TH STREETNEW YORKNY10065061830524INACTIVENYNYP FoundationC. CORPYes (true)
NEW YORK-PRESBYTERIAN GLOBAL INC
525 EAST 68TH STREETNEW YORKNY10065800336716INACTIVENYNYP FoundationC. CORPYes (true)
VERNON HILLS MEDICAL PRACTICE PC
55 PALMER AVENUEBRONXVILLENY10708821988737InactiveNYNYP HOSPITALC. CORPYes (true)
HARKNESS HALL CLUB INC
525 EAST 68TH STREETNEW YORKNY10065133170488INACTIVENYNYP HOSPITALC. CORPYes (true)
NYP GLOBAL SERVICES INC
525 EAST 68TH STREETNEW YORKNY10065133845935INACTIVENYNYP FUND INCC. CORPYes (true)$0$01.00000
HUDSON VALLEY VENTURES INC
1980 CROMPOND ROADCORTLANDT MANORNY10567113611982REAL ESTATENYWESTCHESTER PUTC. CORPYes (true)
AC VENTURES INC
1980 CROMPOND ROADCORTLANDT MANORNY10567133758209REAL ESTATENYWESTCHESTER PUTC. CORPYes (true)
KNOWA VENTURES INC
1980 CROMPOND ROADCORTLANDT MANORNY10567133845922REAL ESTATENYWESTCHESTER PUTC. CORPYes (true)
MSO OF KINGS COUNTY LLC
506 SIXTH STREETBROOKLYNNY11215122387333EMPLOY/STAFFINGNYBKLYN METHODISTC. CORPYes (true)
LC SERVICES CORPORATION
55 PALMER AVENUEBRONXVILLENY10708133448332MEDICAL EQUIPNYLAWRENCE CAREC. CORPYes (true)
MATILDA DANZIGER
CITIBANK NA 1 COURT SQUARE 17TH FLLONG ISLAND CITYNY11120133116825beneficial inNYNYP FUND INCTRUSTfalse$16,154$441,4521.00000
EDWIN GOULD
PO BOX 227237DALLASTX75222136026308BENEFICIAL INNYNYP FUND INCTRUSTfalse$6,744$171,3141.00000
PETER AND ESTHER JACKSON MEMORIAL TRUST
BNY MELLON ONE WALL ST 23RD FLNEW YORKNY10286136078616BENEFICIAL INNYNYP FUND INCTRUSTfalse$58,834$1,195,2531.00000
WILLIAM STRONG
BOA PO BOX 1323PROVIDENCERI02901273565029BENEFICIAL INNJNYP FUND INCTRUSTfalse$230,903$5,655,3521.00000
HELEN SWAN
CITIBANK NA 1 COURT SQUARE 17TH FLONG ISLAND CITYNY11120136052942BENEFICIAL INNYNYP FUND INCTRUSTfalse$274,208$6,780,0741.00000
SOC OF NY HOSP TRUST PHILIP WOODWARD
JP MORGAN PO BOX 3038MILWAUKEEWI19899136275362BENEFICIAL INNYNYP FUND INCTRUSTfalse$56,091$1,351,9801.00000
EDWIN HOFFRITZ OPTHALMOLOGY FBO NY HOSP
JP MORGAN PO BOX 3038MILWAUKEENY53201136640228BENEFICIAL INNYNYP FUND INCTRUSTfalse$12,392$275,2871.00000
(1) POOLED INCOME FUND
BENEFICIAL INNYNYP FUND INCTRUSTfalse
(6) CHARITABLE REMAINDER TRUST
BENEFICIAL INNYNYP FUND INCTRUSTfalse
NETWORK INSURANCE COMPANY LTD
REINSURANCENYP SYSTEMS INCFOREIGN C. CORPfalsePO Box 1760HamiltonBDHM HXBD
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
NEW YORK AND PRESBYTERIAN HOSPITAL
B$149,805,830COST
NEW YORK AND PRESBYTERIAN HOSPITAL
R$62,131,703COST
NEW YORK AND PRESBYTERIAN HOSPITAL
M$4,378,843COST
NEW YORK AND PRESBYTERIAN HOSPITAL
O$16,916,974COST
HUDSON EAST RIVER SYSTEMS LLC
r$12,000,000COST
HUDSON VALLEY HOSPITAL CENTER
P$980,151COST
New York Gracie Square Hospital
P$169,880Cost
NEW YORK PRESBYTERIANQUEENS
P$15,503,904COST

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart iv, page 3, line 7FormAndLineReferenceDesc
Explanationthe legal domicile for the 6 charitable remainder trusts are as follows: (3) New York and (3) Florida.ExplanationTxt