FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION INC (EIN 46-1439784)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-03
IRS object ID
202123079349100727
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-03T10:37:23-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135381590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 NE MIZNER BLVD SUITE 685AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461439784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATION FOR EXCELLENCE IN HIGHERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone6096888779PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 STOCKTON STREETAddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLUIS TELLEZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6096888779PhoneNum
Signature2021-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLUISPersonFirstNm
Person LastTELLEZPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID HOLLANDERPreparerPersonNm
PTINP00646430PTIN
Phone5619092100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
PF60 Month Term Sect507b1 BYes (X)PF60MonthTermSect507b1BInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,583,657FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,881,870ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$42,273DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,273DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$71,998NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,747,782GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$71,998CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,996,141TotalRevAndExpnssAmt
Total Net Invst Incm$114,271TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$7,046LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$96,502OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,601OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$929TaxesRevAndExpnssAmt
Taxes Net Invst Incm$77TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,906TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$14,957PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$453,263OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$585,053TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,678TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,159,689ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,159,689ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,744,742TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,678TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,159,689TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,748,601ExcessRevenueOverExpensesAmt
Net Investment Income$98,593NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$786,958CashBOYAmt
Cash EOY$36,877CashEOYAmt
Cash EOYFMV$36,877CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,230,861SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,257,359SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,257,359SavAndTempCashInvstEOYFMVAmt
Pledges Rcvbl$4,228,304PledgesRcvblAmt
Pledges Rcvbl Allwnc Dbtfl Acct$30,004PledgesRcvblAllwncDbtflAcctAmt
Pledges Rcvbl BOY$7,121,833PledgesRcvblBOYAmt
Pledges Rcvbl EOY$4,198,300PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$4,198,300PledgesRcvblEOYFMVAmt
Corporate Stock BOY$986,039CorporateStockBOYAmt
Corporate Stock EOY$2,775,640CorporateStockEOYAmt
Corporate Stock EOYFMV$3,091,121CorporateStockEOYFMVAmt
Other Assets BOY$101,248OtherAssetsBOYAmt
Other Assets EOY$315,481OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$10,226,939TotalAssetsBOYAmt
Total Assets EOY$8,583,657TotalAssetsEOYAmt
Total Assets EOYFMV$8,583,657TotalAssetsEOYFMVAmt
Accounts Payable BOY$6,958AccountsPayableBOYAmt
Accounts Payable EOY$6,546AccountsPayableEOYAmt
Grants Payable BOY$3,117,768GrantsPayableBOYAmt
Grants Payable EOY$5,945,115GrantsPayableEOYAmt
Total Liabilities BOY$3,124,726TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,951,661TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,697,871NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY-$1,183,711NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$3,404,342DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$3,815,707DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$7,102,213TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,631,996TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,226,939TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,583,657TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,102,213TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,748,601ExcessRevenueOverExpensesAmt
Other Increases$278,384OtherIncreasesAmt
Subtotal$2,631,996SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,631,996TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyINVESTMENT COMMON STOCK SALESPropertyDesc
Acquired2020-01-01AcquiredDt
Sold2020-12-31SoldDt
Gross Sales Price$6,747,782GrossSalesPriceAmt
Cost Or Other Basis$6,675,784CostOrOtherBasisAmt
Gain Or Loss$71,998GainOrLossAmt
Gains Minus Excess Or Losses$71,998GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$71,998CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,370InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,370SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,370TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$28EsPenaltyAmt
Tax Due$1,398TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.EXCELLENCEINHIGHERED.ORGWebsiteAddressTxt
Individual With BooksLUIS TELLEZIndividualWithBooksNm
Phone6096888779PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116 STOCKTON STREETAddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BOYD SMITH
16 STOCKTON STREETPRINCETONNJ08540CHAIRMAN1.00$0$0$0
LUIS TELLEZ
16 STOCKTON STREETPRINCETONNJ08540PRESIDENT28.00$0$0$0
PETER BRINCKERHOFF
16 STOCKTON STREETPRINCETONNJ08540TREASURER1.00$0$0$0
DONALD READLINGER
16 STOCKTON STREETPRINCETONNJ08540SECRETARY1.00$0$0$0
G DAVID BEDNAR
16 STOCKTON STREETPRINCETONNJ08540TRUSTEE1.00$0$0$0
THALIA CONSIDINE
16 STOCKTON STREETPRINCETONNJ08540TRUSTEE1.00$0$0$0
ROBERT GEORGE
16 STOCKTON STREETPRINCETONNJ08540TRUSTEE1.00$0$0$0
STEVEN JUSTICE
16 STOCKTON STREETPRINCETONNJ08540TRUSTEE1.00$0$0$0
THOMAS TRKLA
16 STOCKTON STREETPRINCETONNJ08540TRUSTEE1.00$0$0$0
KELLY HANLON
16 STOCKTON STREETPRINCETONNJ08540DIRECTOR OF OPERATIONS20.00$0$0$0
JOHN DOHERTY
16 STOCKTON STREETPRINCETONNJ08540ASSISTANT TREASURER18.00$0$0$0
RUSSELL J SNELL
16 STOCKTON STREETPRINCETONNJ08540PROGRAM COMMITTEE MEMBER7.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WITHERSPOON INSTITUTE INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 STOCKTON STREETAddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd
FieldValueIRS element (for citing)
Service TypeADMINISTRATIVEServiceTypeTxt
Compensation$401,038CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTS FOR PROJECTS THAT EDUCATE YOUNG MEN AND WOMEN IN THE WESTERN INTELLECTUAL TRADITION. TOTAL AMOUNT OF GRANTS AWARDED TO APPROXIMATELY 22 RECEIPIENTS. ALL OF WHICH ARE 501(C)(3) CHARITIES OR INDIVIDUALS AND ORGANIZATIONS MEETING THE IRS GUIDELINES FOR THESE TYPES OF AWARDS.Description1Txt
Expenses1$10,159,689Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,918,134AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$681,494AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,599,628TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,599,628AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$53,994CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,545,634NetVlNoncharitableAssetsAmt
Minimum Investment Return$177,282MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$177,282MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,370TaxBasedOnInvestmentIncomeAmt
Total Tax$1,370TotalTaxAmt
Distributable Before Adj$175,912DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$175,912DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$175,912DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,159,689ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,159,689QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,159,689AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$175,912DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$626,687ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,913,852ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,719,843ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,309,354ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,569,736TotalExcessDistributionCyovAmt
Qualifying Distributions$10,159,689QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$175,912AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,983,777RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$25,553,513TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,553,513ExcessDistriCyovToNextYrAmt
Excess From Year4$626,687ExcessFromYear4Amt
Excess From Year3$4,913,852ExcessFromYear3Amt
Excess From Year2$3,719,843ExcessFromYear2Amt
Excess From Year1$6,309,354ExcessFromYear1Amt
Excess From Current Year$9,983,777ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ACADEMIC FREEDOM ALLIANCE
10 NASSAU STREET UNIT 33PRINCETONNJ08542PCGENERAL OPERATIONS$225,000
AGORA TRUST
PCGENERAL OPERATIONS$348,79820 DERBY STREETCAMBRIDGEUKCB39JE
AMERICAN PUBLIC PHILOSOPHY INSTITUTE
1845 E NORTHGATE DRIVEDALLASTX75235PCGENERAL OPERATIONS$25,000
AUSTIN INSTITUTE FSOFC
3206 FAIRFAX WALKAUSTINTX78705PCGENERAL OPERATIONS; SEMINAR ON MORAL VIRTUE$391,500
CANTERBURY INSTITUTE
PCOXFORD SCHOLARSHIPS PROGRAM; SUPPORT FOR PROGRAMME IN OXFORD'S FACULTY OF LAW; GENERAL OPERATIONS$4,572,44410 DOVE HOUSE CLOSEOXFORDUKOX28BG
CHRISTOPHER-MARCUS GIBSON
1103 ROUNDTREE PLACELAWRENCEVILLENJ08646IBARRY POSTDOCTAL FELLOWSHIP$60,000
COLLEEN MITCHELL
4595 MEADOW DRNAZARETHPA18064IBARRY POSTDOCTAL FELLOWSHIP$60,000
COLLEGIUM INSTITUTE
3814 WALNUT STREETPHILADELPHIAPA191046197PCGENERAL OPERATIONS$250,000
DUKE UNIVERSITY
324 BLACKWELL STDURHAMNC27701PCARETE INITIATIVE$240,000
ELM INSTITUTE
31 WHITNEY AVENUE SUITE 1NEW HAVENCT06510PCGENERAL OPERATIONS$300,000
ETHAN SCHRUM
901 E ALOSTA AVEAZUSACA91702IBARRY VISITING RESEARCHER FELLOWSHIP$55,506
HARVARD UNIVERSITY
124 MOUNT AUBURN STCAMBRIDGEMA02138PCIQSS HUMAN FLOURISHING PROGRAM FUND$300,000
HYDE PARK INSTITUTE
1407 E 60TH STREETCHICAGOIL60637IGENERAL OPERATIONS; POSTDOCTORAL FELLOWSHIP$277,675
JACOB WOLF
209 CHESTNUT HILL AVENUE APT 2BRIGHTONMA02135IBARRY POSTDOCTAL FELLOWSHIP$60,000
JOHN HOPKINS UNIVERSITY
550 N BROADWAY STE 912BALTIMOREMD21205PCPAUL R. MCHUGH PROGRAM$125,000
THE ABIGAIL ADAMS INSTITUTE
14 ARROW ST G10CAMBRIDGEMA02138PCGENERAL OPERATIONS; SEMINAR ON INTERNET AND THE GOOD LIFE; MEDICAL ETHICS SEMINAR$388,500
THE BERKELEY INSTITUTE
2134 ALLSTON WAYBERKELEYCA94704PCGENERAL OPERATIONS$250,000
THE HOUSTON INSTITUTE
5535 MEMORIAL DRIVE SUITE F-507HOUSTONTX77007PCGENERAL OPERATIONS; PHILOSOPHY COURSES AT RICE UNIVERSITY$122,371
THE MORNINGSIDE INSTITUTE
490 RIVERSIDE DRIVE FLOOR 11NEW YORKNY10027PCGENERAL OPERATIONS$262,845
THE TRUSTEES OF COLUMBIA UNIVERSITY
630 WEST 168TH STREETNEW YORKNY10032PCPROGRAM ON MEDICAL ETHICS FUND$1,250,000
THE WITHERSPOON INSTITUTE
16 STOCKTON STREETPRINCETONNJ08540PCGENERAL OPERATIONS; CANAVOX PROGRAM; PUBLIC DISCOURSE PROGRAM$320,000
ZEPHYR INSTITUTE
560 COLLEGE AVENUEPALO ALTOCA94306PCGENERAL OPERATIONS; LECTURE AND SEMINAR ON PHILOSOPHY$275,050
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,159,689TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,273ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$71,998ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$114,271ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$114,271TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INTEREST AND DIVIDEND INCOME USED FOR GRANTS AWARDED
8CAPITAL GAINS DECREASED AMOUNTS AVAILABLE FOR GRANT AWARDS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (13 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JOHN AND DARIA BARRY FOUNDATION
1700 S ROSEMARY AVE SUITE 204-147WEST PLAM BEACHFL33401$130,893Yes (X)
BOYD AND JILL SMITH
2301 COLERIDGE AVENUEPALO ALTOCA94301$250,000Yes (X)
CONSIDINE FAMILY FOUNDATION
34582 S ULSTER ST STE 1410DENVERCO802372633$50,000Yes (X)
PETER BRINCKERHOFF
4291 SABAL PALM LANEVERO BEACHFL32963$60,000Yes (X)
ARTHUR C BROOKS
5201 FREEMAN ST APT 6BROOKLINEMA02446$25,000Yes (X)
LYNDE AND HARRY BRADLEY FOUNDATION
61400 N WATER ST SUITE 300MILWAUKEEWI53202$1,000,000Yes (X)
BRADLEY IMPACT FUND
71400 N WATER ST SUITE 300MILWAUKEEWI53202$45,000Yes (X)
G DAVID BEDNAR
8203 SHORE RDOLD GREENWICHCT06870$9,378Yes (X)
JOHNSON CHARLES
91220 SOUTH OCEAN BLVDPALM BEACHFL33480$1,000,000Yes (X)
SARAH SCAIFE FOUNDATION
10301 GRANT STREET STE 3900PITTSBURGHPA15219$1,000,000Yes (X)
THOMAS TRKLA
1114 SMITHS POINT ROADMANCHESTERMA01944$5,000Yes (X)
JOHN AND DARIA BARRY FOUNDATION
12700 S ROSEMARY AVE SUITE 204-147WEST PLAM BEACHFL33401$2,180,687Yes (X)
G DAVID BEDNAR
13203 SHORE RDOLD GREENWICHCT06870$11,051Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmt
12STOCK$2,180,687
13STOCK$11,051

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,450Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationCOPY IS FILED WITH STATE OF NEW JERSEY CHARITIES REGISTRATION DEPARTMENT IN LIEU OF ATTORNEY GENERAL.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$2,775,640EOYBookValueAmt
EOYFMV$3,091,121EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$7,046LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescUNREALIZED GAINS AND LOSSESDesc
BOY Book Value$101,248BOYBookValueAmt
EOY Book Value$315,481EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT SERVICES$401,039$0$0$0
INSURANCE$1,349$0$0$0
ADVERTISING AND PROMOTION$2,600$0$0$0
BANK CHARGES$405$0$0$0
INFORMATION TECHNOLOGY$11,992$0$0$0
RESEARCH EXPENSE$1,983$0$0$0
TAXES, LICENSES AND REGISTRATIONS$3,895$0$0$0
HONORARIUM STIPEND$30,000$0$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON INVESTMENTSDesc
Amt$278,384Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$96,502Amt
Net Investment Income$15,601NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
BRADLEY FOUNDATION LYNDE AND HARRY
1400 N WATER ST SUITE 300MILWAUKEEWI53202
JOHN & DARIA BARRY FOUNDATION
700 S ROSEMARY AVE SUITE 204-147WEST PALM BEACHFL33401
CHARLES JOHNSON
1220 SOUTH OCEAN BLVDPALM BEACHFL33480
SARAH SCAIFE FOUNDATION
301 GRANT STREET STE 3900PITTSBURGHPA15219

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN INVESTMENT INCOME TAX$77$77$0$0
TAXES$852$0$0$0

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