ST GILES FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ST GILES FOUNDATION (EIN 11-1630806)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2021-07-14
- IRS object ID
- 202141959349100524
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-14T14:33:28-05:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111630806 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST GILES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STGI | BusinessNameControlTxt |
| Phone | 2123389001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 MADISON AVENUE NO 734 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD ARKWRIGHT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123389001 | PhoneNum |
| Signature | 2021-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | ARKWRIGHT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J REILLY | PreparerPersonNm |
| PTIN | P00183769 | PTIN |
| Phone | 2126617777 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,585,163 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $21,944 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,273 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,273 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $390,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $390,550 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $860,473 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,315,413 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $860,473 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,275,240 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,253,296 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $59,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,667 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $203,803 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $37,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,333 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $24,667 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,232 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,077 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,155 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,421 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $807 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,672 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,435 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $184,884 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $184,884 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $52,720 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $17,573 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $34,627 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $157,121 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,714 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,104 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $556,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $255,930 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $311,463 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,420,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,307,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,976,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $255,930 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,618,463 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$700,763 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $997,366 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $229,244 | CashBOYAmt |
| Cash EOY | $253,334 | CashEOYAmt |
| Cash EOYFMV | $253,334 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $660,645 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,700,729 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,700,729 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,267 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,742 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,742 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $449,937 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,364,362 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,894,589 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,894,589 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,524,413 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,703,135 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,703,135 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $55,268 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,634 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,634 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,285,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,585,163 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,585,163 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $40,712 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $36,825 | AccountsPayableEOYAmt |
| Grants Payable BOY | $875,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $988,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $976,854 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $944,394 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,892,566 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,969,219 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,392,570 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $38,615,944 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,392,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,615,944 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,285,136 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,585,163 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,392,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$700,763 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,924,137 | OtherIncreasesAmt |
| Subtotal | $38,615,944 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,615,944 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $8,315,413 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,454,940 | CostOrOtherBasisAmt |
| Gain Or Loss | $860,473 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $860,473 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $860,473 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,863 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,863 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,863 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,204 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,204 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,659 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.STGILESFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ST GILES FOUNDATION | IndividualWithBooksNm |
| Phone | 2123389001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 MADISON AVENUE SUITE 734 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD T ARKWRIGHT | ||||||||
| 485 MADISON AVENUE 720-721 | NEW YORK | NY | 10022 | PRESIDENT | 20.00 | $192,689 | $0 | $0 |
| HENRY A BRAUN | ||||||||
| 485 MADISON AVENUE 720-721 | NEW YORK | NY | 10022 | TREASURER | 1.00 | $12,000 | $0 | $0 |
| ROBERT B MACKAY | ||||||||
| 485 MADISON AVENUE 720-721 | NEW YORK | NY | 10022 | VICE PRESIDENT | 1.00 | $12,000 | $0 | $0 |
| JAMES HAMERSCHLAG | ||||||||
| 485 MADISON AVENUE 720-721 | NEW YORK | NY | 10022 | SECRETARY | 1.00 | $11,000 | $0 | $0 |
| JILL ANN ARKWRIGHT HARVEY | ||||||||
| 485 MADISON AVENUE 720-721 | NEW YORK | NY | 10022 | TRUSTEE | 1.00 | $12,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BLAIR & COMPANY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 5TH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $175,856 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,776,688 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,478,492 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,255,180 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,255,180 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $558,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,696,352 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,834,818 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,834,818 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,863 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,863 | TotalTaxAmt |
| Distributable Before Adj | $1,820,955 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,820,955 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,820,955 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,618,463 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,618,463 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,618,463 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,820,955 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,306,197 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,618,463 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,306,197 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $312,266 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,508,689 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PEDIATRIC ORTH SOC | |||||||
| 51 WEST 51ST STREET | NEW YORK | NY | 10019 | NONE | PC | FOR PRESENTATION TO THE AWARDS AS SELECTED BY THE SOCIETY AWARDS COMMITTEE | $40,000 |
| NATIONAL SHINGLES FOUNDATION | |||||||
| 603 WEST 115TH STREET | NEW YORK | NY | 10025 | NONE | PC | TO FUND THE CONTINUED RESEARCH OF THE CHICKENPOX VACCINE FOR CHILDREN WITH AN IMPAIRED IMMUNE SYSTEM | $267,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | TO FUND THE CONTINUED GROWTH DEVELOPMENT FOR PEDIATRIC RHEUMATIC DISEASE | $437,500 |
| COLUMBIA UNIVERSITY PROFESSORSHIP | |||||||
| 3959 BROADWAY ROOM 8N | NEW YORK | NY | 10032 | NONE | PC | TO FUND ACTIVITIES FOR AN ADDITIONAL PEDIATRIC ORTHOPEDIC SURGEON | $470,000 |
| COLUMBIA UNIVERSITY | |||||||
| 635 WEST 165TH STREET | NEW YORK | NY | 10032 | NONE | PC | TO FUND THE CONTINUED WORK WITH CHILDREN DIAGNOSED WITH OPHTHALMIC CONDITIONS | $92,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,307,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | TO FUND THE CONTINUED GROWTH DEVELOPMENT FOR PEDIATRIC RHEUMATIC DISEASE | $437,500 |
| COLUMBIA UNIVERSITY PROFESSORSHIP | |||||||
| 3959 BROADWAY ROOM 8N | NEW YORK | NY | 10032 | NONE | PC | TO FUND ACTIVITIES FOR AN ADDITIONAL PEDIATRIC ORTHOPEDIC SURGEON | $470,000 |
| COLUMBIA UNIVERSITY | |||||||
| 635 WEST 165TH STREET | NEW YORK | NY | 10032 | NONE | PC | TO FUND THE CONTINUED WORK WITH CHILDREN DIAGNOSED WITH OPHTHALMIC CONDITIONS | $80,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $988,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,273 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $390,550 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $860,473 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,253,296 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,253,296 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | BSPCC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE COURT SQUARE | AddressLine1Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $21,944 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $38,625 | Amt |
| Net Investment Income | $12,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,435 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD T ARKWRIGHT PRESIDENT | PersonNm |
| Short Explanation | RICHARD T. ARKWRIGHT, PRESIDENT RECEIVED TOTAL COMPENSATION DURING FISCAL 2021 IN THE AMOUNT OF $192,689, WHICH WAS COMPRISED OF $12,000 IN TRUSTEES FEES AND $180,689 IN DEFERRED COMPENSATION. | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO. 2.5% - AUG 1, 2022 | $513,455 | $513,455 |
| CITIGROUP INC. 2.35% - AUGUST 2, 2021 | $604,212 | $604,212 |
| EBAY INC. 2.6% - JULY 15, 2022 | $511,930 | $511,930 |
| MCDONALDS CORP. 2.625% - JANUARY 15, 2022 | $458,118 | $458,118 |
| VISA INC. 2.15% - SEPTEMBER 15, 2022 | $615,420 | $615,420 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALIGN TECHNOLOGY INC. | $1,269,888 | $1,269,888 |
| ALPHABET, INC. | $1,237,512 | $1,237,512 |
| ALTERYX INC. | $449,228 | $449,228 |
| APPLE, INC. | $2,230,459 | $2,230,459 |
| CARMAX, INC. | $1,164,092 | $1,164,092 |
| CME GROUP, INC. | $1,021,150 | $1,021,150 |
| COCA-COLA COMPANY | $536,061 | $536,061 |
| COLGATE-PALMOLIVE CO. | $378,384 | $378,384 |
| COSTCO WHOLESALE CORP. | $1,436,356 | $1,436,356 |
| COUPA SOFTWARE INC. | $472,060 | $472,060 |
| DEXCOM INC. | $1,642,412 | $1,642,412 |
| DOLBY LABORATORIES | $888,480 | $888,480 |
| ECOLAB, INC. | $642,210 | $642,210 |
| ESTEE LAUDER COMPANIES | $1,740,737 | $1,740,737 |
| EXXON MOBIL CORP. | $209,363 | $209,363 |
| FISERV, INC. | $935,654 | $935,654 |
| FORTINET, INC. | $2,016,633 | $2,016,633 |
| HOLOGIC INC. | $691,734 | $691,734 |
| IRHYTHM TECHNOLOGIES, INC. | $667,222 | $667,222 |
| JOHNSON & JOHNSON | $312,265 | $312,265 |
| LULULEMON ATHLETICA INC. | $1,182,367 | $1,182,367 |
| MICROSOFT CORP. | $2,239,815 | $2,239,815 |
| NIKE, INC. | $974,748 | $974,748 |
| OKTA INC. | $529,032 | $529,032 |
| PAYPAL HOLDINGS, INC. | $2,130,921 | $2,130,921 |
| PFIZER, INC. | $351,431 | $351,431 |
| REGIONS FINANCIAL CORP. | $1,071,221 | $1,071,221 |
| SPLUNK INC. | $690,948 | $690,948 |
| STARBUCKS CORP. | $728,285 | $728,285 |
| STRYKER CORP. | $633,308 | $633,308 |
| TELADOC HEALTH INC. | $331,694 | $331,694 |
| VISA, INC. | $952,785 | $952,785 |
| VROOM INC. | $167,657 | $167,657 |
| WORKDAY, INC. | $1,376,302 | $1,376,302 |
| NAUTILUS INC. | $481,634 | $481,634 |
| SHAKE SHACK INC. | $919,076 | $919,076 |
| YETI HOLDINGS, INC. | $1,191,465 | $1,191,465 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCRUED INTEREST RECEIVABLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $27,634 | BookValueAmt |
| EOYFMV | $27,634 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,421 | LegalFeesAmt |
| Net Investment Income | $807 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,672 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $6,130 | $2,043 | $4,212 |
| OFFICE | $2,012 | $671 | $1,142 |
| NYS FILING FEE | $750 | $0 | $750 |
| DEFERRED COMPENSATION DISCOUNT AMORTIZATION | $16,229 | $0 | $0 |
| DEFERRED TAX EXPENSE | $132,000 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $12,924,137 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION | $819,083 | $654,623 |
| ACCRUED FEDERAL EXCISE TAX | $1,771 | $1,771 |
| DEFERRED TAX LIABILITY | $156,000 | $288,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $175,856 | $175,856 | $0 |
| CUSTODIAL FEES | $9,028 | $9,028 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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