THE HERRNSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE HERRNSTEIN FAMILY FOUNDATION (EIN 46-1591770)
Tax period
2017-12-01 to 2018-11-30
Filed
2019-02-27
IRS object ID
201940589349100764
Schema version
2017v2.3
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)
Return2019-02-27T16:07:14-06:00ReturnTs
Tax Period End2018-11-30TaxPeriodEndDt

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 Begin2017-12-01TaxPeriodBeginDt

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
Signature2019-02-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER FAIRLEYPreparerPersonNm
PTINP00392871PTIN
Phone2122970400PhoneNum
Preparation2019-02-27PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.59.242.22IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-02-27IPDt
IP Tm16:04:01IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id06A4BC6A02C072216FB46903976AAF3AD31DC28EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,072,849FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,163,975ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$83,851InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$83,851InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$301,520DividendsRevAndExpnssAmt
Dividends Net Invst Incm$301,520DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$398,514NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,331,238GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$398,514CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,947,860TotalRevAndExpnssAmt
Total Net Invst Incm$783,885TotalNetInvstIncmAmt
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$17,855AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,927AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,928AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$32,017OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$32,017OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$23,311TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$338OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$338OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$73,521TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$40,944TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,266TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,372,904ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,372,904ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,446,425TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$40,944TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,382,170TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,501,435ExcessRevenueOverExpensesAmt
Net Investment Income$742,941NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,364,394SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,351,939SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,351,939SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,691,249CorporateStockBOYAmt
Corporate Stock EOY$1,706,458CorporateStockEOYAmt
Corporate Stock EOYFMV$1,706,458CorporateStockEOYFMVAmt
Other Investments BOY$9,234,205OtherInvestmentsBOYAmt
Other Investments EOY$14,014,452OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,014,452OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,289,848TotalAssetsBOYAmt
Total Assets EOY$17,072,849TotalAssetsEOYAmt
Total Assets EOYFMV$17,072,849TotalAssetsEOYFMVAmt
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$13,289,848RetainedEarningBOYAmt
Retained Earning EOY$17,072,849RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,289,848TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,072,849TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,289,848TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,072,849TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,289,848TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,501,435ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$17,791,283SubtotalAmt
Other Decreases$718,434OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$17,072,849TotNetAstOrFundBalancesEOYAmt

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$2,331,238GrossSalesPriceAmt
Cost Or Other Basis$1,932,724CostOrOtherBasisAmt
Gain Or Loss$398,514GainOrLossAmt
Gains Minus Excess Or Losses$398,514GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$398,514CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,506,144AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,671,119NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.276704DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,336,776AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,149,644NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.427284DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,951,678AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,057,194NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.447824DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,526,111AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,600,461NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.332363DistributionYr4Rt
Adjusted Qlfy Distri Yr5$670,034AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,000,821NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.167474DistributionYr5Rt
Total Distribution1.651649TotalDistributionRt
Average Distribution0.330330AverageDistributionRt
Net Vl Noncharitable Assets$16,495,218NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,448,865AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,429NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,456,294AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,382,170QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,859InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,859SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,859TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$599EsPenaltyAmt
Tax Due$15,458TaxDueAmt

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

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$15,020,086AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,726,328AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,746,414TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,746,414AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$251,196CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,495,218NetVlNoncharitableAssetsAmt
Minimum Investment Return$824,761MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$824,761MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,859TaxBasedOnInvestmentIncomeAmt
Total Tax$14,859TotalTaxAmt
Distributable Before Adj$809,902DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$809,902DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$809,902DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,382,170ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,382,170QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,382,170AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$809,902DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$477,118ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,146,088ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,419,738ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,833,634ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,903,734ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,780,312TotalExcessDistributionCyovAmt
Qualifying Distributions$2,382,170QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$809,902AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,572,268RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$15,352,580TotalCorpusAmt
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$477,118ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$14,875,462ExcessDistriCyovToNextYrAmt
Excess From Year4$2,146,088ExcessFromYear4Amt
Excess From Year3$4,419,738ExcessFromYear3Amt
Excess From Year2$3,833,634ExcessFromYear2Amt
Excess From Year1$2,903,734ExcessFromYear1Amt
Excess From Current Year$1,572,268ExcessFromCurrentYearAmt

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
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
PARTNERS IN HEALTH
800 BOYLSTON STREETBOSTONMA02199PCTO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE$10,000
PIVOTWORKS INC
2 ATLANTIC AVE 4TH FLOORBOSTONMA02110PCTO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE$2,322,904
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$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,372,904TotalGrantOrContriPdDurYrAmt
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$83,851ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$301,520ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$398,514ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$783,885ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$783,885TotalIncomeProducingActyAmt

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$6,163,975TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$6,163,975FairMarketValueAmt
Received2018-11-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCOHNREZNICK LLPCategoryTxt
Amt$17,855Amt
Net Investment Income$8,927NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,928DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHS ACCT #611StockNm
EOY Book Value$1,706,458EOYBookValueAmt
EOYFMV$1,706,458EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS ACCT #821FMV$1,495,996$1,495,996
GOLDMAN SACHS ACCT #460FMV$12,518,456$12,518,456

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS (LOSSES)Desc
Amt$718,434Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE & LOCAL FILING FEES$25$0$25
LICENSES AND PERMITS$313$0$313

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryGOLDMAN SACHSCategoryTxt
Amt$32,017Amt
Net Investment Income$32,017NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$23,311Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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