ASNESS FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ASNESS FAMILY FOUNDATION (EIN 81-4745940)
- Tax period
- 2020-03-01 to 2021-02-28
- Filed
- 2021-08-02
- IRS object ID
- 202132149349100513
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-02T15:19:56-05:00 | ReturnTs |
| Tax Period End | 2021-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MELVILLE PARK RD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814745940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASNESS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARCUM LLP | InCareOfNm |
| Business Name Control | ASNE | BusinessNameControlTxt |
| Phone | 6314144000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MARCUM LLP 10 MELVILLE PARK RD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLIFFORD ASNESS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6314144000 | PhoneNum |
| Signature | 2021-07-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLIFFORD | PersonFirstNm |
| Person Last | ASNESS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,935,378 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $743,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $743,164 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $957,486 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,910,098 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $957,486 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,700,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,700,650 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,700 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,700 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,105 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,553 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,552 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,156 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,156 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $68,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,709 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,252 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,489,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,489,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,558,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,709 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,517,952 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,858,011 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,669,941 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,966,498 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $274,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $274,208 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $34,568,866 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,403,145 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,661,170 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $36,535,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,677,353 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,935,378 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $36,535,364 | CapitalStockBOYAmt |
| Capital Stock EOY | $30,677,353 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,535,364 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,677,353 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,535,364 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,677,353 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,535,364 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,858,011 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,677,353 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,677,353 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LONG TERM | P | $8,521,117 | $8,223,808 | $297,309 | $297,309 |
| PUBLICLY TRADED SECURITIES- SHORT TERM | P | $232,691 | $230,989 | $1,702 | $1,702 |
| PUBLICLY TRADED SECURITIES- LONG TERM | P | $5,156,290 | $4,497,815 | $658,475 | $658,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $957,486 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,212 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,212 | SubtotalAmt |
| Tax Based On Investment Income | $23,212 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,485 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $32,485 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $9,273 | OverpaymentAmt |
| Applied To ES Tax | $9,273 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | CT | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6314144000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MELVILLE PARK ROAD | AddressLine1Txt |
| City | melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLIFFORD S ASNESS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MARCUM LLP 10 MELVILLE PARK RD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $39,491,196 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $599,955 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,091,151 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,091,151 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $601,367 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,489,784 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,974,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,974,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,212 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,212 | TotalTaxAmt |
| Distributable Before Adj | $1,951,277 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,951,277 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,951,277 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,517,952 | 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 | $7,517,952 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,517,952 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,951,277 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $970,458 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,650,467 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,611,579 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,232,504 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,517,952 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,951,277 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,566,675 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,799,179 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $13,799,179 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $970,458 | ExcessFromYear3Amt |
| Excess From Year2 | $2,650,467 | ExcessFromYear2Amt |
| Excess From Year1 | $4,611,579 | ExcessFromYear1Amt |
| Excess From Current Year | $5,566,675 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLIFF S ASNESS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT A ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTACHMENT | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE STATEMENT A ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $7,489,700 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,489,700 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Greenwich Academy | ||||||||
| 290 GREENWICH AVENUE | Greenwich | CT | 06830 | none | PC | EDUCATIONAL PROGRAMS | $3,250,000 | |
| Institute for Humane Studies | ||||||||
| George Mason University Vernon Smi | Arlington | VA | 22201 | none | PC | EDUCATION | $400,000 | 1st Floor 3434 Washington Blvd |
| Nantucket Cottage Hospital | ||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | none | PC | HEALTH CARE & MEDICAL SERVICES | $200,000 | |
| The University of Chicago | ||||||||
| 5801 S Ellis Ave | Chicago | IL | 60637 | none | PC | ASNESS JUNIOR FACULTY FELLOWSHIP | $2,000,000 | |
| American Enterprise Institute | ||||||||
| 1789 Massachusetts Avenue NW | Washington | DC | 20036 | none | PC | THINK TANK FOR PUBLIC POLICY | $1,440,000 | |
| Windward School | ||||||||
| 212 E 93rd St | New York | NY | 10128 | none | PC | instructional program for children with dyslexia and language-based learning disabilities | $250,000 | |
| American Finance Association | ||||||||
| University of Utah 1655 E Campus Ce | Salt Lake City | UT | 84112 | none | PC | study and promote the knowledge of financial economics | $40,000 | |
| Greenwich Library | ||||||||
| 101 W PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PC | COMMUNITY PROGRAMMING | $300,000 | |
| Duke University Medical Center | ||||||||
| 10 DUKE MEDICINE CIR | DURHAM | NC | 27710 | NONE | PC | MEDICAL RESEARCH | $500,000 | |
| The University of Pennsylvania | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | EDUCATIONAL PROGRAMS | $3,000,000 | |
| The University of Chicago | ||||||||
| 5801 S Ellis Ave | CHICAGO | IL | 60637 | NONE | PC | AQR CAPITAL MANAGEMENT ENDOWED PROFESSORSHIP FUND. | $1,000,000 | |
| BROAD INSTITUTE | ||||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | NONE | PC | MEDICAL- BIOMEDICINE DISEASE AND CONDITIONS | $1,000,000 | |
| WNET | ||||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | NONE | PC | "Firing Line" with Margaret Hoover- Think Tank | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $13,580,000 | TotalGrantOrContriApprvFutAmt |
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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $743,164 | 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 | $957,486 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,700,650 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,700,650 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $53,105 | Amt |
| Net Investment Income | $26,553 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,552 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS ACTIVEBETA EMERG MKTS | $19,319,892 | $29,464,562 |
| GS SHORT DURATION | $0 | |
| GS ACTIVEBETA INT'L EQ | $11,083,253 | $14,196,608 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,700 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,700 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $4,040 | $4,040 |
| INVESTMENT FEES | $116 | $116 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $10,000 | Amt |