QUADRIVIUM: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- QUADRIVIUM (EIN 46-1535719)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2021-06-08
- IRS object ID
- 202121599349100607
- Schema version
- 2018v3.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-08T10:14:13-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGAN LOVELLS US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 390 Madison Avenue | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461535719 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUADRIVIUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HMT HOGAN LOVELLS US LLP | InCareOfNm |
| Business Name Control | QUAD | BusinessNameControlTxt |
| Phone | 2129188297 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HMT Hogan Lovells 390 Madison Ave | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN MURDOCH | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 2129188297 | PhoneNum |
| Signature | 2019-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD M TOPAZ | PreparerPersonNm |
| PTIN | P00295401 | PTIN |
| Phone | 2129183000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,521,234 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,784,054 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,941 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,941 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $345,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $345,276 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,445,714 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,714,532 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,445,714 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $48,299 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $48,299 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,631,284 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,847,230 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $74,167 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,167 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $17 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $17 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $25,412 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,412 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,000 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,376 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54,626 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $154,972 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $139,222 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,558,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,558,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,713,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $139,222 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,574,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $917,987 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,708,008 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $238,125 | CashBOYAmt |
| Cash EOY | $1,727,494 | CashEOYAmt |
| Cash EOYFMV | $1,727,494 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $424,219 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,391 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,391 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,654,938 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,190,982 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,989,118 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,403,849 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,633,439 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,568,510 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,218,682 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,211,636 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,202,721 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,939,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,796,942 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,521,234 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $14,939,813 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,796,942 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,939,813 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,796,942 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,939,813 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,796,942 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,939,813 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $917,987 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,857,800 | SubtotalAmt |
| Other Decreases | $60,858 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,796,942 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP MORGAN 1005 | D | 2017-01-01 | 2018-12-31 | $4,964,840 | $2,784,054 | $2,180,786 | $2,180,786 |
| JP MORGAN 3003 | P | 2018-01-01 | 2018-12-31 | $222,981 | $205,410 | $17,571 | $17,571 |
| JP MORGAN 3003 | P | 2018-01-01 | 2018-12-31 | $13,277 | $16,937 | -$3,660 | -$3,660 |
| JP MORGAN 3003 | P | 2017-01-01 | 2018-12-31 | $906,924 | $648,201 | $258,723 | $258,723 |
| JP MORGAN 3003 | P | 2017-01-01 | 2018-12-31 | $14,047 | $14,994 | -$947 | -$947 |
| JP MORGAN 7006 | P | 2018-01-01 | 2018-12-31 | $3,442,520 | $3,589,684 | -$57,792 | -$147,164 |
| JP MORGAN 7006 | P | 2018-01-01 | 2018-12-31 | $296,097 | $317,537 | -$13,670 | -$21,440 |
| JP MORGAN 7006 | 2017-01-01 | 2018-12-31 | $6,362,231 | $5,765,743 | $667,131 | $596,488 | |
| JP MORGAN 7006 | P | 2017-01-01 | 2018-12-31 | $92,587 | $93,893 | -$1,306 | -$1,306 |
| JP MORGAN 7006 | P | 2013-07-15 | 2018-04-11 | $237,759 | $237,759 | $237,759 | |
| TERRA ALPHA ST | P | 2018-01-01 | 2018-12-31 | $150 | -$150 | -$150 | |
| TERRA ALPHA LT | P | 2017-01-01 | 2018-12-31 | $10,813 | $10,813 | $10,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,445,714 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$57,701 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,980,220 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,448,400 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.215749 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,199,650 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,684,476 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.131838 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,892,465 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,008,606 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.135093 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,020,184 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,955,401 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.102475 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $456,528 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,962,458 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045825 | DistributionYr5Rt |
| Total Distribution | 0.63098 | TotalDistributionRt |
| Average Distribution | 0.126196 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,851,617 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,000,411 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $37,080 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,037,491 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,574,075 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $37,080 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $37,080 | SubtotalAmt |
| Tax Based On Investment Income | $37,080 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,151 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $113,151 | TotalPaymentsAndCreditsAmt |
| Overpayment | $76,071 | OverpaymentAmt |
| Applied To ES Tax | $76,071 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HMT HOGAN LOVELLS US LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129183000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 390 MADISON AVENUE | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES R MURDOCH | ||||||||
| C/O HMT 390 Madison Ave | NEW YORK | NY | 10017 | CO-PRESIDENT | 0 | $0 | $0 | $0 |
| KATHRYN MURDOCH | ||||||||
| C/O HMT 390 Madison Ave | NEW YORK | NY | 10017 | CO-PRESIDENT | 0 | $0 | $0 | $0 |
| JESSE ANGELO | ||||||||
| C/O HMT 390 Madison Ave | NEW YORK | NY | 10017 | SECRETARY/TREASURER | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Big Germ Productions Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HMT 390 Madison Ave | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Consulting | ServiceTypeTxt |
| Compensation | $54,626 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,544,164 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $548,848 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,093,012 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,093,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $241,395 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,851,617 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $792,581 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $792,581 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,080 | TotalTaxAmt |
| Distributable Before Adj | $755,501 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $755,501 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $755,501 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,574,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,574,075 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $37,080 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,536,995 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $755,501 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $625,337 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,290,905 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,429,324 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,081,438 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,427,004 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,574,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $755,501 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,818,574 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,245,578 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,245,578 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $625,337 | ExcessFromYear4Amt |
| Excess From Year3 | $1,290,905 | ExcessFromYear3Amt |
| Excess From Year2 | $1,429,324 | ExcessFromYear2Amt |
| Excess From Year1 | $3,081,438 | ExcessFromYear1Amt |
| Excess From Current Year | $4,818,574 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CODEORG | ||||||||
| 1501 4TH AVE SUITE 900 | SEATTLE | WA | 98101 | NONE | PC | GENERAL | $500,000 | |
| DIA CENTER FOR THE ARTS INC | ||||||||
| 535 W 22ND ST 4TH FLOOR | NEW YORK | NY | 10011 | NONE | PC | GENERAL | $350,000 | |
| THE ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 100656307 | NONE | PC | GENERAL | $75,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 275 PARK AVE S 17TH FL | NEW YORK | NY | 10010 | NONE | PC | GENERAL | $1,290,000 | |
| American Association for the Advancement of Scienc | ||||||||
| 1200 NEW YORK AVE NW | Washington | DC | 20005 | NONE | PC | GENERAL | $758,325 | |
| Inner-City Scholarship Fund Inc | ||||||||
| 1011 First Ave | New York | NY | 10022 | NONE | PC | GENERAL | $35,000 | Suite 1800 |
| Anti-Defamation League | ||||||||
| 605 Third Avenue | New York | NY | 10158 | NONE | PC | GENERAL | $500,000 | |
| Climate Leadership Council Inc | ||||||||
| 1900 M ST NW STE 800 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $500,000 | |
| Democracy Works Inc | ||||||||
| 150 Court St 2nd floor | Brooklyn | NY | 11201 | NONE | PC | GENERAL | $500,000 | |
| REPRESENTUS EDUCATION FUND | ||||||||
| PO Box 60008 | Florence | MA | 01062 | NONE | PC | GENERAL | $250,000 | |
| VoteOrg | ||||||||
| 4096 Piedmont Ave 368 | Oakland | CA | 94611 | NONE | PC | GENERAL | $200,000 | |
| Climate Central Inc | ||||||||
| 1 Palmer Square East Suite 402 | Princeton | NJ | 08542 | NONE | PC | GENERAL | $500,000 | |
| VOTERUNLEAD | ||||||||
| 8 W 126th St | New York | NY | 10027 | NONE | PC | GENERAL | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,558,325 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,941 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $345,276 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,445,714 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| TAX REFUND | 14 | |
| OTHER INCOME | 14 | |
| TERRA ALPHA PARTNERS | 14 | $48,299 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,847,230 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,847,230 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES MURDOCH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HMT 390 Madison Ave 12th FLR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,784,054 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 21,233 SHS of SNAP INC | $173,686 | 2018-10-02 |
| 1 | 1,375 SHS of ALPHABET INC/CA-CL A | $1,362,969 | 2018-12-21 |
| 1 | 22,550 SHS of GENERAL DYNAMICS CORP | $3,393,550 | 2018-12-21 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | Big Germ Productions Inc | ContractorPersonNm |
| Explanation | Program and grant support | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN 7006 BONDS | BondNm |
| EOY Book Value | $2,633,439 | EOYBookValueAmt |
| EOYFMV | $2,568,510 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN 7006 STOCK | $8,190,982 | $7,989,118 |
| JP MORGAN 3003 STOCK | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TERRA ALPHA FUND LP | AT COST | $404,456 | $510,659 |
| JP MORGAN 7006 HEDGE FUND | AT COST | $1,344,068 | $1,276,650 |
| JP MORGAN 7006 RE | AT COST | $1,092,859 | $1,056,605 |
| JP MORGAN 7006 HARD ASSETS | AT COST | $370,253 | $358,807 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT - DONATED SECURITI | Desc |
| Amt | $60,858 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ATTORNEY GENERAL FILING | $750 | $750 | |
| FEES FOR PROGRAM AND GRANT | |||
| SUPPORT SERVICES | $54,626 | $54,626 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $48,299 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $48,299 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $74,167 | Amt |
| Net Investment Income | $74,167 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES - JPM | $8,907 | $8,907 | |
| FEDERAL TAX PAYMENT-PRIOR YEAR | $15,000 | $15,000 | |
| FOREIGN TAXES - TERRA ALPHA | $1,505 | $1,505 |
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