BETA

BRIGHT HORIZON FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BRIGHT HORIZON FOUNDATION (EIN 13-4121003)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-30
IRS object ID
202003049349100310
Schema version
2019v5.1
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)
Return2020-10-30T08:25:27-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11177 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134121003EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRIGHT HORIZON FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CYNTHIA GAVENDA KB FINANCIALBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBRIGBusinessNameControlTxt
Phone2124038304PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ADVISORY PARTNERS LLC PO BOX 802AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08543ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLOUIS K SALKINDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2124038304PhoneNum
Signature2020-10-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALISON ANDERSENPreparerPersonNm
PTINP00826218PTIN
Phone6462135100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.71.24.255IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-27IPDt
IP Tm16:02:03IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id06ED57DCFDE8B7B9F1566144187751971D114C08AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$143,906,186FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,411,048ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,370,962DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,370,962DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,431,890NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,703,253GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,445,866CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$23,144OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,237,044TotalRevAndExpnssAmt
Total Net Invst Incm$2,816,828TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,350AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,350AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$99,207TaxesRevAndExpnssAmt
Taxes Net Invst Incm$19,207TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,193OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$544OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$649OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$117,100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,101TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,999TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,289,253ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,289,253ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,406,353TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,101TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,298,252TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,169,309ExcessRevenueOverExpensesAmt
Net Investment Income$2,788,727NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,064,130CashBOYAmt
Cash EOY$3,005,797CashEOYAmt
Cash EOYFMV$3,005,797CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,630,861SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$315,453SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$315,453SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,353,302USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,353,302USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,374,466USGovtObligationsEOYFMVAmt
Corporate Stock BOY$42,067,957CorporateStockBOYAmt
Corporate Stock EOY$28,169,440CorporateStockEOYAmt
Corporate Stock EOYFMV$32,752,719CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,162,530CorporateBondsBOYAmt
Corporate Bonds EOY$4,982,763CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,271,966CorporateBondsEOYFMVAmt
Other Investments BOY$53,039,052OtherInvestmentsBOYAmt
Other Investments EOY$68,321,768OtherInvestmentsEOYAmt
Other Investments EOYFMV$101,185,785OtherInvestmentsEOYFMVAmt
Total Assets BOY$110,317,832TotalAssetsBOYAmt
Total Assets EOY$107,148,523TotalAssetsEOYAmt
Total Assets EOYFMV$143,906,186TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY-$1,298,776CapitalStockBOYAmt
Capital Stock EOY-$1,298,776CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$111,616,608RetainedEarningBOYAmt
Retained Earning EOY$108,447,299RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$110,317,832TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$107,148,523TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$110,317,832TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$107,148,523TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$110,317,832TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,169,309ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$107,148,523SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$107,148,523TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD - CAPITAL GAINP$13,663,791$12,257,387$1,406,404$1,406,404
VANGUARD - CAPITAL GAINP$39,462$39,462$39,462
FieldValueIRS element (for citing)
Capital Gain Net Income$1,445,866CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,680,655AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$133,165,383NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.027640DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,094,207AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$125,782,559NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.056401DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,597,545AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$120,694,404NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054663DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,361,190AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$115,287,920NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055177DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,810,357AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$107,366,085NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054117DistributionYr5Rt
Total Distribution0.247998TotalDistributionRt
Average Distribution0.049600AverageDistributionRt
Net Vl Noncharitable Assets$138,524,890NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,870,835AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$27,887NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,898,722AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,298,252QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$27,887InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$27,887SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$27,887TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$96,134EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$96,134TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$68,247OverpaymentAmt
Applied To ES Tax$68,247AppliedToESTaxAmt
Refund$0RefundAmt

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 StateNYOrgReportOrRegisterStateCd
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 BooksCYNTHIA GAVENDAIndividualWithBooksNm
Phone6095144704PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8028AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08543ZIPCd
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
LOUIS SALKIND
C/O CYNTHIA GAVENDA PO BOX 8028PRINCETONNJ08543OFFICER2.00$0$0$0
DEBORAH RENNELS
C/O CYNTHIA GAVENDA PO BOX 8028PRINCETONNJ08543OFFICER2.00$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$139,512,427AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,121,979AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$140,634,406TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$140,634,406AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,109,516CashDeemedCharitableAmt
Net Vl Noncharitable Assets$138,524,890NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,926,245MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,926,245MinimumInvestmentReturnAmt
Tax Based On Investment Income$27,887TaxBasedOnInvestmentIncomeAmt
Total Tax$27,887TotalTaxAmt
Distributable Before Adj$6,898,358DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,898,358DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,898,358DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,298,252ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,298,252QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$27,887PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$7,270,365AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,898,358DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$611,852ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$611,852TotalExcessDistributionCyovAmt
Qualifying Distributions$7,298,252QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,898,358AppliedToCurrentYearAmt
Remaining Distri From Corpus$399,894RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,011,746TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,011,746ExcessDistriCyovToNextYrAmt
Excess From Year2$611,852ExcessFromYear2Amt
Excess From Current Year$399,894ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLOUIS SALKINDContributingManagerNm
Contributing ManagerDEBORAH RENNELSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CARTER CENTER ONE COPENHILL
453 FREEDOM PARKWAYATLANTAGA30307N/A170(B)(1)(A)(VISEEKS TO RESOLVE CONFLICTS, ENHANCE FREEDOM, & ALLEV$400,000
COMMUNITY FOUNDATION OF SANTA CRUZ COUNTY
7807 SOQUEL DRIVEAPTOSCA95003N/A170(B)(1)(A)(VIIMPROVE THE QUALITY OF LIFE IN SANTA CRUZ COUNTY, AND BEYOND, THROUGH PHILANTHROPY$200,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUE 2ND FLOORNEW YORKNY10001N/A170(B)(1)(A)(VIPROVIDE QUALITY MEDICAL CARE TO PEOPLE IN CRISIS$50,000
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH452770053N/A170(B)(1)(A)(VIFACILITATES, SUPPORTS AND INCREASES CHARITABLE ACTIVITIES$2,249,253
INTERNATIONAL CRISIS GROUP
420 LEXINGTON AVENUE SUITE 2640NEW YORKNY10170N/A170(B)(1)(A)(VICOMMITTED TO PREVENTING AND RESOLVING DEADLY CONFLICT$500,000
JAMES MARTIN CENTER FOR NONPROLIFERATION STUDIES -MIDDLEBURY
499 VAN BUREN STMONTEREYCA93940N/A170(B)(1)(A)(VI)IS DEVOTED TO CURBING THE SPREAD OF WEAPONS OF MASS DESTRUCTION$15,000
NATIONAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011N/A170(B)(1)(A)(VI)WORKS TO SAFEGUARD THE EARTH , PEOPLE, NATURE$1,000,000
PARTNERS IN HEALTH
888 COMMONWEALTH AVE 3RD FLOORBOSTONMA02215N/A170(B)(1)(A)(VI)PROVIDE HEALTH CARE IN SOME OF THE WORLD'S POOREST COMMUNITIES$500,000
PLOUGHSHARES FUND
1100 VERMONT AVE NW 300WASHINGTONDC20005N/A170(B)(1)(A)(VI)SEEKS TO REDUCE AND ELIMINATE THE DANGERS POSED BY NUCLEAR WEAPONS$50,000
ROBIN HOOD FOUNDATION
826 BROADWAY 7TH FLNEW YORKNY10003N/A170(B)(1)(A)(VI)HELP POVERTY IN NEW YORK CITY$400,000
THE BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC20036N/A170(B)(1)(A)(VI)CONDUCTS RESEARCH TO STRENGTHEN AMERICAN DEMOCRACY &$100,000
THE CONSERVATION FUND
1655 N FORT MYER DRSTE 1300ARLINGTONVA22209N/A170(B)(1)(A)(VI)CONSERVES LAND, TRAINS LEADERS & INVESTS IN CONVSERV$50,000
THE TRUST FOR PUBLIC LAND
116 NEW MONTGOMERY STSAN FRANCISCOCA94105N/A170(B)(1)(A)(VI)CONSERVES LAND, ENSURING LIVABLE COMMUNITIES FOR GEN$25,000
UNION OF CONCERNED SCIENTISTS INC
TWO BRATTLE SQUARECAMBRIDGEMA02138N/A170(B)(1)(A)(VI)SECURES CHANGES IN GOVERNMENT POLICY, CORPORATE PRAC$1,250,000
WILDLIFE CONSERVATION SOCIETY
W 8TH STBROOKLYNNY11224N/A170(B)(1)(A)(VI)CONSERVES WILDLIFE$500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,289,253TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,370,962ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,431,890ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescVANGUARD - 5006 - NONTAXABLE DIVIDENDSDesc
Exclusion01ExclusionCd
Exclusion$23,144ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,825,996ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,825,996TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
LOUIS SALKIND
1C/O CYNTHIA GAVENDA KB FINANCIAL ADPRINCETONNJ08543$900,025Yes (X)
LOUIS SALKIND
2C/O CYNTHIA GAVENDA KB FINANCIAL ADPRINCETONNJ08543$511,023Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
212,452 SHS BH MACRO LTD$344,9202019-12-17
277.736 SHS VTSAX$5,4152019-03-27
2113.481 SHS VEIEX$2,9982019-03-27
21057.62 SHS VEUSX$70,8392019-03-27
211.124 SHS VSMAX$8042019-03-27
2317.251 SHS VFIAX$82,1142019-03-27
232.203 SHS VGSLX$3,9332019-03-27

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$16,700Amt
Net Investment Income$8,350NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,350DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSMITH BARNEY - STUDENT LOAN CORPBondNm
EOY Book Value$4,982,763EOYBookValueAmt
EOYFMV$4,271,966EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MERRILL LYNCH - EQUITIES$3,073$0
PIMCO FUND$10,250,252$9,344,018
VANGUARD - 5006$17,916,115$23,408,701

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,353,302USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,374,466USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLACKSTONE PARTNERSAT COST$2,162,951$2,316,741
D. E. SHAW COMPOSITEAT COST$15,450,000$30,051,717
D. E. SHAW OCULUSAT COST$10,470,429$15,048,792
D. E. SHAW VALENCEAT COST$10,992,568$18,580,424
D.E. SHAW ORIENTEER HV INTERNATIONAL FUND, LPAT COST$15,000,000$18,797,061
ELLINGTON MORTGAGE OPPSAT COST$1,000,000$1,844,959
MAGNITUDE INTERNATIONAL CLASS DAT COST$2,283,772$2,429,926
MORGAN STANLEY PMF IIAT COST$10,011$10,011
PALOMA INTERNATIONAL LIMITEDAT COST$7,000,000$8,063,392
SILVER CREEK CORE STRATEGIESAT COST$2,681,304$2,796,418
STELLUS CREDIT OFFSHORE FUND II LPAT COST$954,747$934,092
STELLUS CREDIT OFFSHORE FUND LPAT COST$315,986$312,252

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING - NY LAW JOURNAL & ALM$160$0$160
BANK FEES / WIRE TRANSFER FEES$385$385$0
DE RENEWAL FEE$25$0$25
CT CORP$464$0$464
STELLUS CREDIT OFFSHORE FUND - PORTFOLIO DEDUCTION$159$159$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescVANGUARD - 5006 - NONTAXABLE DIVIDENDSDesc
Revenue And Expenses Per Books$23,144RevenueAndExpensesPerBooksAmt
Adjusted Net Income$23,144AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$19,207$19,207$0
FEDERAL TAXES PAID$80,000$0$0

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