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ARDIAN US FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ARDIAN US FOUNDATION INC (EIN 38-3886914)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-30
IRS object ID
202123349349100717
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)
Return2021-11-30T20:03:52-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET ST SUITE 1800AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383886914EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARDIAN US FOUNDATION INC FKABusinessNameLine1Txt
Business Name Line2AXA PRIVATE EQUITY US FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% ARDIAN US LLCInCareOfNm
Business Name ControlARDIBusinessNameControlTxt
Phone2127555551PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11370 AVENUE OF THE AMERICAS FL 22AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAYMERIC LEPEUPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2127555551PhoneNum
Signature2021-11-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAYMERICPersonFirstNm
Person LastLEPEUPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT W FRIZPreparerPersonNm
PTINP00438748PTIN
Phone2673303000PhoneNum
Preparation2021-11-24PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,962FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$321,404ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$321,404TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Expenses Rev And Expnss$859OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$859OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$859TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$859TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$307,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$307,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$308,359TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$308,359TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,045ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$917CashBOYAmt
Cash EOY$13,962CashEOYAmt
Cash EOYFMV$13,962CashEOYFMVAmt
Total Assets BOY$917TotalAssetsBOYAmt
Total Assets EOY$13,962TotalAssetsEOYAmt
Total Assets EOYFMV$13,962TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$917NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$13,962NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$917TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,962TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$917TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,962TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$917TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,045ExcessRevenueOverExpensesAmt
Subtotal$13,962SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,962TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ARDIAN US LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127555551PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11370 AVE OF THE AMERICAS 22ND FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BENOIT VERBRUGGHE
1370 AVENUE OF THE AMERICAS FL 22NEW YORKNY10019PRESIDENT0.15$0$0$0
AMIR SHARIFI
1370 AVENUE OF THE AMERICAS FL 22NEW YORKNY10019VICE PRESIDENT0.15$0$0$0
JEREMIE DELCOURT
1370 AVENUE OF THE AMERICAS FL 22NEW YORKNY10019VICE PRESIDENT0.15$0$0$0
AYMERIC LEPEU
1370 AVENUE OF THE AMERICAS FL 22NEW YORKNY10019TREASURER AND SECRETARY0.15$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,170AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,170TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$22,170AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$333CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,837NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,092MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,092MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$1,092DistributableBeforeAdjAmt
Distributable Before Ded$1,092DistributableBeforeDedAmt
Distributable As Adjusted$1,092DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$308,359ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$308,359QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$308,359AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,092DistributableAsAdjustedAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr5$25,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$49,700ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$107,700ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$150,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$256,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$588,400TotalExcessDistributionCyovAmt
Qualifying Distributions$308,359QualifyingDistributionsAmt
Applied To Current Year$1,092AppliedToCurrentYearAmt
Remaining Distri From Corpus$307,267RemainingDistriFromCorpusAmt
Total Corpus$895,667TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$25,000ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$870,667ExcessDistriCyovToNextYrAmt
Excess From Year4$49,700ExcessFromYear4Amt
Excess From Year3$107,700ExcessFromYear3Amt
Excess From Year2$150,000ExcessFromYear2Amt
Excess From Year1$256,000ExcessFromYear1Amt
Excess From Current Year$307,267ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACCESS BOOKS
PO BOX 64951LOS ANGELESCA90064NONEPCTO SUPPORT THE ORGANIZATION CAUSE$5,000
ROBERT TOIGO FOUNDATION
180 GRAND AVENUEOAKLANDCA94612NONEPCTO SUPPORT THE FOUNDATION'S COMMITMENT TO THE DEVELOPMENT OF MINORITY PROFESSIONALS WITHIN THE FINANCE INDUSTRY$46,000SUITE 450
THE CARNEGIE HALL CORPORATION
881 SEVENTH AVENUENEW YORKNY10019NONEPCTO SUPPORT THE ORGANIZATION CAUSE$23,000
YEAR UP INC
85 BROAD STREETNEW YORKNY10004NONEPCTO SUPPORT THE ORGANIZATION CAUSE$46,000
STUDENTSPONSOR PARTNERSHIP INC
424 MADISON AVENUENEW YORKNY10017NONEPCTO SUPPORT THE ORGANIZATION CAUSE$23,0001002
RIVERSIDE HAWKS HOPE HEALTH AND HOOPS CORPORATION
490 RIVERSIDE DRNEW YORKNY10027NONEPCTO SUPPORT THE ORGANIZATION CAUSE$23,000
COLLEGE IS REAL INC
390 RAILROAD AVEDANVILLECA94526NONEPCTO SUPPORT THE ORGANIZATION CAUSE$23,000
EPIC FOUNDATION INC
115 5TH AVENUE FLOOR 6NEW YORKNY10003NONEPCTO SUPPORT THE ORGANIZATION CAUSE$23,000
COVENANT HOUSE
5 PENN PLAZA 3RD FLOORNEW YORKNY10001NONEPCTO SUPPORT THE ORGANIZATION CAUSE$13,000
NEWYORK-PRESBYTERIAN QUEENS
56-45 MAIN STREETFLUSHINGNY11355NONEPCTO SUPPORT THE ORGANIZATION CAUSE$56,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27106NEW YORKNY100877106NONEPCTO SUPPORT THE ORGANIZATION CAUSE$12,000
GSA - GIVE2SF
1 DR CARLTON B GOODLETT PLACESAN FRANCISCOCA941024694NONEGOVTO SUPPORT THE ORGANIZATION CAUSE$12,000
WOOFGANG & CO INC
108 FLAX RDFAIRFIELDCT06824NONEPCTO SUPPORT THE ORGANIZATION CAUSE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$307,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp
Subtotals Incm Producing ActySubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (7 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ARDIAN US LLC
11370 AVENUE OF THE AMERICASNEW YORKNY10019$227,500Yes (X)
MARK BENEDETTI
21370 AVENUE OF THE AMERICASNEW YORKNY10019$14,000Yes (X)
VLADIMIR COLAS
31370 AVENUE OF THE AMERICASNEW YORKNY10019$21,000Yes (X)
THIBAULT BASQUIN
41370 AVENUE OF THE AMERICASNEW YORKNY10019$11,000Yes (X)
BENOIT VERBRUGGHE
51370 AVENUE OF THE AMERICASNEW YORKNY10019$14,000Yes (X)
MICHAEL BANE
61370 AVENUE OF THE AMERICASNEW YORKNY10019$6,000Yes (X)
VINCENT FANDOZZI
71370 AVENUE OF THE AMERICASNEW YORKNY10019$5,000Yes (X)

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$304$0$0$304
PAYPAL FEES$555$0$0$555

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