THE HERRNSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE HERRNSTEIN FAMILY FOUNDATION (EIN 46-1591770)
Tax period
2018-12-01 to 2019-11-30
Filed
2020-02-14
IRS object ID
202010459349100716
Schema version
2018v3.1
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)
Return2020-02-14T14:16:47-06:00ReturnTs
Tax Period End2019-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461591770EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HERRNSTEIN FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJIMABusinessNameControlTxt
Phone6462547430PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O COHNREZNICK 1301 6TH AVE NO 10AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBESON M HERRNSTEINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6462547430PhoneNum
Signature2020-02-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI ROTHE YOKOBOSKY CPAPreparerPersonNm
PTINP01273422PTIN
Phone2122970400PhoneNum
Preparation2020-02-14PreparationDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,290,002FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,730,511ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$167,281InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$167,281InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$436,553DividendsRevAndExpnssAmt
Dividends Net Invst Incm$436,553DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$18,796NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,712,874GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$557,112CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$114OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$114OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$6,315,663TotalRevAndExpnssAmt
Total Net Invst Incm$1,161,060TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,399LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,399LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$15,197AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,599AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,598AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$38,020OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$38,020OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$30,338TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$349OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$349OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$85,303TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$45,619TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,346TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,492,683ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,492,683ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,577,986TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$45,619TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,502,029TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,737,677ExcessRevenueOverExpensesAmt
Net Investment Income$1,115,441NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,351,939SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,373,627SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,373,627SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,706,458CorporateStockBOYAmt
Corporate Stock EOY$3,900,697CorporateStockEOYAmt
Corporate Stock EOYFMV$3,900,697CorporateStockEOYFMVAmt
Other Investments BOY$14,014,452OtherInvestmentsBOYAmt
Other Investments EOY$15,015,678OtherInvestmentsEOYAmt
Other Investments EOYFMV$15,015,678OtherInvestmentsEOYFMVAmt
Total Assets BOY$17,072,849TotalAssetsBOYAmt
Total Assets EOY$22,290,002TotalAssetsEOYAmt
Total Assets EOYFMV$22,290,002TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$17,072,849RetainedEarningBOYAmt
Retained Earning EOY$22,290,002RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$17,072,849TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,290,002TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,072,849TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,290,002TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,072,849TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,737,677ExcessRevenueOverExpensesAmt
Other Increases$1,479,476OtherIncreasesAmt
Subtotal$22,290,002SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$22,290,002TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$2,712,874GrossSalesPriceAmt
Cost Or Other Basis$2,155,762CostOrOtherBasisAmt
Gain Or Loss$557,112GainOrLossAmt
Gains Minus Excess Or Losses$557,112GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$557,112CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,382,170AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,495,218NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.144416DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,506,144AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,671,119NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.276704DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,336,776AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,149,644NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.427284DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,951,678AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$11,057,194NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.447824DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,526,111AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,600,461NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.332363DistributionYr5Rt
Total Distribution1.628591TotalDistributionRt
Average Distribution0.325718AverageDistributionRt
Net Vl Noncharitable Assets$20,625,614NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,718,134AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$11,154NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,729,288AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,502,029QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22,309InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$22,309SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$22,309TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,880EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,880TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$7,429TaxDueAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES AND ROBESON HERRNSTEINIndividualWithBooksNm
Phone2128266000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O COHNREZNICK LLP 1301 6TH AVE 10AddressLine1Txt
Address Line2FLAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
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 Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBESON M HERRNSTEIN
C/O COHNREZNICK LLP 1301 6TH AVENEW YORKNY10019PRESIDENT, MEMBER, SECRETA5.00$0$0$0
JAMES R HERRNSTEIN
C/O COHNREZNICK LLP 1301 6TH AVENEW YORKNY10019VICE PRESIDENT, MEMBER, TR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,109,483AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,830,227AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,939,710TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,939,710AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$314,096CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,625,614NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,031,281MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,031,281MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,309TaxBasedOnInvestmentIncomeAmt
Total Tax$22,309TotalTaxAmt
Distributable Before Adj$1,008,972DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,008,972DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,008,972DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,502,029ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,502,029QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,502,029AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,008,972DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,146,088ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,419,738ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,833,634ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,903,734ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,572,268ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$14,875,462TotalExcessDistributionCyovAmt
Qualifying Distributions$2,502,029QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,008,972AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,493,057RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$16,368,519TotalCorpusAmt
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$2,146,088ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$14,222,431ExcessDistriCyovToNextYrAmt
Excess From Year4$4,419,738ExcessFromYear4Amt
Excess From Year3$3,833,634ExcessFromYear3Amt
Excess From Year2$2,903,734ExcessFromYear2Amt
Excess From Year1$1,572,268ExcessFromYear1Amt
Excess From Current Year$1,493,057ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBESON M HERRNSTEINContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBESON M HERRNSTEINRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O COHNREZNICK LLP 1301 6TH AVE 10AddressLine1Txt
Address Line2FLAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2128266000RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INTEGRATE HEALTH
PO BOX 605MEDWAYMA02053PCTO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE$2,500
LONG ISLAND EXPLORIUM
101 EAST BROADWAYPORT JEFFERSONNY11777PCTO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE$5,000
MEDIC MOBILE
3254 19TH STREETSAN FRANCISCOCA94110PCTO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE$2,500
MUSO
3254 19TH STREETSAN FRANCISCOCA94110PCTO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE$2,500
PIVOTWORKS INC
2 ATLANTIC AVE 4TH FLOORBOSTONMA02110PCTO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE$2,412,683
POSSIBLE
30 BROAD STNEW YORKNY10004PCTO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE$2,500
STONY BROOK FOUNDATION INC
POB 1511STONY BROOKNY11790PCTO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE$65,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,492,683TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$167,281ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$436,553ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$18,796ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Exclusion01ExclusionCd
Exclusion$114ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$585,152ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$585,152TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES AND ROBESON HERRNSTEINBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O COHNREZNICK LLP 1301 6TH AVE 10AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,730,511TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$5,730,511FairMarketValueAmt
Received2019-11-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCOHNREZNICK LLPCategoryTxt
Amt$15,197Amt
Net Investment Income$7,599NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,598DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHS ACCT #611StockNm
EOY Book Value$3,900,697EOYBookValueAmt
EOYFMV$3,900,697EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS ACCT #821FMV$1,080,216$1,080,216
GOLDMAN SACHS ACCT #460FMV$13,902,488$13,902,488
GOLDMAN SACHS ACCT #821FMV$24$24
GOLDMAN SACHS ACCT #821FMV$32,950$32,950

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryBRICK & PATEL, LLPCategoryTxt
Legal Fees$1,399LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,399DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescLICENSES AND PERMITSDesc
Revenue And Expenses Per Books$349RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$349DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Revenue And Expenses Per Books$114RevenueAndExpensesPerBooksAmt
Net Investment Income$114NetInvestmentIncomeAmt
Adjusted Net Income$114AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS)Desc
Amt$1,479,476Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryGOLDMAN SACHSCategoryTxt
Amt$38,020Amt
Net Investment Income$38,020NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$30,338Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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