HENRY M PAULSON JR INSTITUTE: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HENRY M PAULSON JR INSTITUTE (EIN 45-2430087)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-10
- IRS object ID
- 201712229349100201
- Schema version
- 2016v3.0
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-10T08:03:10-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452430087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HENRY M PAULSON JR INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 3124508205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5711 S WOODLAWN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY M PAULSON JR | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3124508205 | PhoneNum |
| Signature | 2017-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY S ADAMS | PreparerPersonNm |
| PTIN | P00095597 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Preparation | 2017-08-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-04 | IPDt |
| IP Tm | 14:36:08 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 082ACE2F511E36C30C0E31AD8E141AA6B2332ED9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B0B82EE3E858863B5AFDA9227FC05760300C7D48 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,419,330 | 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 | $10,366,526 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,686 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,686 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,686 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,924 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,002,924 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,002,924 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $806,394 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $806,394 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $11,183,530 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,010,610 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $814,080 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $567,458 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $56,746 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $343,085 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,577,810 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $257,781 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $260,535 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,298,006 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $384,616 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $38,462 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $220,946 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $45,146 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,515 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $89,436 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,944 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,109,033 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $162,266 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $340,397 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $58,333 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $231,333 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $23,133 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,645 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $832,762 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $83,276 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $108,814 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $409,323 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $27,537 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $2,758 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $6,420 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $439,821 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,981 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $144,643 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,363,285 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $519,596 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $531,615 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,774,465 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,613,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $519,596 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $531,615 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,024,465 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,570,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $491,014 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $282,465 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,529,282 | CashBOYAmt |
| Cash EOY | $9,417,184 | CashEOYAmt |
| Cash EOYFMV | $9,417,184 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,509,477 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,020,870 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,020,870 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $2,500,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $5,950,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $2,500,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $2,500,000 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $279,528 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $294,125 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $294,125 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $324,796 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $172,514 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $88,901 | LandBOYAmt |
| Land EOY | $152,282 | LandEOYAmt |
| Land EOYFMV | $152,282 | LandEOYFMVAmt |
| Other Assets BOY | $32,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $34,869 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34,869 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,389,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,419,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,419,330 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $260,779 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $265,047 | AccountsPayableEOYAmt |
| Grants Payable BOY | $930,042 | GrantsPayableBOYAmt |
| Grants Payable EOY | $385,671 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,190,821 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $650,718 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,248,367 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,268,612 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $5,950,000 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $2,500,000 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,198,367 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,768,612 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,389,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,419,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,198,367 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,570,245 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,768,612 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,768,612 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALY TRADED SECURITIES | PropertyDesc |
| Acquired | 2016-03-20 | AcquiredDt |
| Sold | 2016-03-21 | SoldDt |
| Gross Sales Price | $1,002,924 | GrossSalesPriceAmt |
| Gain Or Loss | $1,002,924 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,002,924 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,002,924 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,820 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,820 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,820 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,131 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $212 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,343 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $292 | EsPenaltyAmt |
| Overpayment | $231 | OverpaymentAmt |
| Applied To ES Tax | $231 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PAULSONINSTITUTE.ORG | WebsiteAddressTxt |
| Individual With Books | JENNIFER KELLOGG | IndividualWithBooksNm |
| Phone | 7737021739 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5711 S WOODLAWN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CH | ForeignCountryCd |
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 |
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 |
|---|---|---|---|---|---|---|---|---|
| HENRY M PAULSON JR | ||||||||
| 5711 SOUTH WOODLAWN AVENUE | CHICAGO | IL | 60637 | CHAIRMAN | 20.00 | $0 | $0 | $0 |
| WENDY PAULSON | ||||||||
| 5711 SOUTH WOODLAWN AVENUE | CHICAGO | IL | 60637 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JOHN ROGERS | ||||||||
| 5711 SOUTH WOODLAWN AVENUE | CHICAGO | IL | 60637 | VP, TREASURER | 0.00 | $0 | $0 | $0 |
| EVAN FEIGENBAUM | ||||||||
| 5711 SOUTH WOODLAWN AVENUE | CHICAGO | IL | 60637 | VICE CHAIRMAN | 40.00 | $292,583 | $0 | $0 |
| CYNTHIA ZELTWANGER | ||||||||
| 5711 SOUTH WOODLAWN AVENUE | CHICAGO | IL | 60637 | EXECUTIVE DIRECTOR | 40.00 | $274,875 | $10,600 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KEVIN MO | ||||||||
| 5711 SOUTH WOODLAWN AVENUE | CHICAGO | IL | 60637 | MANAGING DIR. CLIMAT | 40.00 | $209,556 | $0 | $0 |
| KATHERINE GORDON | ||||||||
| 5711 SOUTH WOODLAWN AVENUE | CHICAGO | IL | 60637 | VC CLIMATE SUST. URB | 40.00 | $196,932 | $8,617 | $0 |
| HONGWEI NIU | ||||||||
| 5711 SOUTH WOODLAWN AVENUE | CHICAGO | IL | 60637 | CHIEF CONSERVATION O | 40.00 | $182,062 | $8,080 | $0 |
| DORINDA ELLIOTT | ||||||||
| 5711 SOUTH WOODLAWN AVENUE | CHICAGO | IL | 60637 | EDITORIAL & COMM. DI | 40.00 | $181,949 | $8,000 | $0 |
| DAMIEN MA | ||||||||
| 5711 SOUTH WOODLAWN AVENUE | CHICAGO | IL | 60637 | FELLOW & ASSOC. DIRE | 40.00 | $152,695 | $6,600 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BASILINNA LLC | |||||
| 1875 CONNECTICUT AVE NW 11TH FLOOR | WASHINGTON | DC | 20009 | CONSULTING | $240,000 |
| BLU SKYE VENTURES | |||||
| 706 HEALDSBURG AVE | HEALDSBURG | CA | 95448 | SUSTAINABLE STRATEGY DEVELOPMENT | $154,800 |
| MCKINSEY & COMPANY | |||||
| 2711 CENTERVILLE ROAD SUITE 400 | WILMINGTON | DE | 19808 | ENERGY TRASITIONS | $150,000 |
| BSSI2 | |||||
| 35 AZTEC COURT | SOUTH BARRINGTON | IL | 60010 | IT SERVICES | $115,305 |
| PAULSON OFFICE | |||||
| 401 N MICHIGAN AVENUE 3100 | CHICAGO | IL | 60611 | STAFFING | $113,344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 10 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CLIMATE AND SUSTAINABLE URBANIZATION THE INSTITUTE IS WORKING TO HELP CHINA ACHIEVE ITS GOALS TO REDUCE CARBON EMISSIONS AND IMPLEMENT A TRANSITION TO A MORE SUSTAINABLE ECONOMIC MODEL WHILE IT STRIVES TO RESHAPE ITS ECONOMY. UNDER THIS PROGRAM, THE INSTITUTE CONDUCTS RESEARCH THROUGH ITS BEJING-BASED TEAM AS WELL AS SPONSORS THE MAYORS TRAINING PROGRAM AND HOLDS ITS SUSTAINABILITY CONFERENCE ANNUALLY IN CHINA. THE PAULSON PRIZE FOR SUSTAINABLE CITIES IS AWARDED UNDER THIS PROGRAM AS WELL TO A PROJECT IN CHINA THAT WILL HELP IN ACHIEVING CHINA'S GOALS OF SUSTAINABLE URBANIZATION. | Description1Txt |
| Expenses1 | $1,326,752 | Expenses1Amt |
| Description2 | CONSERVATIONTHE UNPARALLELED SCALE AND SPEED OF INDUSTRIALIZATION AND URBANIZATION IN CHINA OVER THE LAST 30 YEARS HAS LED TO UNPRECEDENTED ECONOMIC GROWTH. THIS PROGRESS HAS TAKEN A TOLL ON THE NATION'S ENVIRONMENT AND BIODIVERSITY. FORTUNATELY, CHINA'S LEADERS AND THE CHINESE PUBLIC INCREASINGLY RECOGNIZE THE NEED TO BALANCE ECONOMIC GROWTH AND CONSERVATION. THE RECOGNITION THAT ECONOMIC GROWTH AND CONSERVATION ARE TWO SIDES OF THE SAME COIN PRESENTS AN OPPORTUNITY FOR THE INSTITUTE TO SUPPORT CHINA IN MAKING MARKED PROGRESS IN THE AREA OF CONSERVATION. THE INSTITUTE'S PROGRAM ON CONSERVATION FOCUSES ON WETLANDS IN CHINA, ESTABLISHING A NATIONAL PARKS SYSTEM FOR CHINA, AND FOSTERING SUSTAINABLE SOURCING OF COMMODITIES BY CHINA. | Description2Txt |
| Expenses2 | $687,909 | Expenses2Amt |
| Description3 | CEO COUNCILTHE INSTITUTE'S UNITED STATES AND CHINA CEO COUNCIL IS A MULTI-INDUSTRY PLATFORM FOR ACTION THAT CONVENES TOP AMERICAN AND CHINESE CEOS WITH THE AIM TO HARNESS THE POWER OF BUSINESS TO SUPPORT CHINA'S EFFORTS TO ACHIEVE ITS URBANIZATION GOALS IN A SUSTAINABLE WAY. | Description3Txt |
| Expenses3 | $531,615 | Expenses3Amt |
| Description4 | THINK TANKTHE INSTITUTE'S "VIRTUAL" THINK TANK PUBLISHES SCHOLARLY PAPERS AND CASE STUDIES FROM LEADING SCHOLARS ON IMPORTANT ECONOMIC ISSUES FACING CHINA (OR CHINA'S RELATIONSHIP WITH THE WORLD ECONOMY) TODAY. THE INSTITUTE'S PAPERS OFFER PRACTICAL POLICY AND BUSINESS IDEAS AND PRESCRIPTIONS. THE INSTITUTE'S PUBLICATIONS FOCUS ON A RANGE OF MACRO-ECONOMIC ISSUES IN CHINA AS WELL AS CASE STUDIES REGARDING CHINESE INVESTMENT IN THE UNITED STATES. | Description4Txt |
| Expenses4 | $518,082 | Expenses4Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,677,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,677,672 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,677,672 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,165 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,547,507 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $427,375 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,024,465 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,024,465 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,024,465 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2016-11-01 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $282,465 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $282,465 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $240,095 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $240,095 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,024,465 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $3,024,465 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,024,465 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $3,024,465 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $284,917 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $284,917 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HENRY M PAULSON JR | ContributingManagerNm |
| Contributing Manager | WENDY PAULSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CHICAGO | ||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | PC | LECTURE SERIES | $250,000 | ||||
| YIFEI JIA | ||||||||||
| I | CONSULTING FOR WETLAND MANAGEMENT TRAINING COURSE | $7,123 | 138 WANG FU JING STREET | DONGCHENG DISTRTICT | BEIJING | CH | ||||
| WORLDWIDE FUND FOR NATURE HONG KONG | ||||||||||
| PC | RESPONSIBLE SOY | $59,702 | 8 KWAI CHEONG ROAD | KWAI CHUN | NEW TERRITORIES | HK | ||||
| THE NATURE CONSERVANCY | ||||||||||
| 1101 W RIVER PARKWAY 200 | MINNEAPOLIS | MN | 55415 | PC | RESPONSIBLE SOY | $150,000 | ||||
| WORLD WILDLIFE FUND INC | ||||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | PC | WETLAND MANAGEMENT TRAINING COURSE | $117,360 | ||||
| SOLIDARIDAD GREATER CHINA LIMITED | ||||||||||
| PC | RESPONSIBLE SOY | $199,114 | ROOM 208 MIYANG PLAZA YONGAN DONGLI | CHAOYANG DISTRICT | BEIJING | CH | ||||
| GLOBAL ECONOMIC GOVERNANCE INITIATIVE | ||||||||||
| 121 BAY STATE ROAD | BOSTON | MA | 02215 | PC | CHALLENGES AND OPPORTUNITIES FOR CHINA'S DEVELOPMENT BANKS. | $21,673 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $804,972 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $800,000 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,686 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,924 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,394 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,004 | ExclusionAmt |
| Related Or Exempt Function Incm | $800,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $817,004 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | PAYMENTS FROM CEO COUNCIL MEMBERS | RelationshipStatementTxt |
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 (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BOBOLINK FOUNDATION | |||||||
| 1 | 180 N STETSON AVE SUITE 2550 | CHICAGO | IL | 60601 | $2,000,000 | Yes (X) | |
| DALIO FOUNDATION | |||||||
| 2 | ONE GLENDINNING PLACE | WESTPORT | CT | 06880 | $2,650,000 | Yes (X) | |
| NIMBUS DEVELOPMENT INC | |||||||
| 3 | 400 SOUTH EL CAMINO REAL 4TH FL | SAN MATEO | CA | 94402 | $1,000,000 | Yes (X) | |
| WARREN BUFFETT | |||||||
| 4 | 3555 FARNAM ST | OMAHA | NE | 68131 | $1,000,000 | Yes (X) | |
| ENERGY FOUNDATION | |||||||
| 5 | 301 BATTERY STREET 5TH FL | SAN FRANCISCO | CA | 94111 | $90,000 | Yes (X) | |
| GRANTHAM FOUNDATION | |||||||
| 6 | 40 ROWES WHARF | BOSTON | MA | 02110 | $2,000,000 | Yes (X) | |
| HYATT HOTELS | |||||||
| 7 | 71 S WACKER DR | CHICAGO | IL | 60606 | $101,526 | Yes (X) | |
| KENNETH GRIFFIN | |||||||
| 8 | 131 S DEARBORN ST 3200 | CHICAGO | IL | 60603 | $1,000,000 | Yes (X) | |
| CROWN FAMILY | |||||||
| 9 | 222 NORTH LASALLE STREET | CHICAGO | IL | 60601 | $250,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 4 | ContributorNum |
| Noncash Property | BERKSHIRE HATHAWAY SHARES OF COMMON STOCK. | NoncashPropertyDesc |
| Fair Market Value | $1,000,000 | FairMarketValueAmt |
| Received | 2016-03-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $89,436 | Amt |
| Net Investment Income | $8,944 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $45,146 | LegalFeesAmt |
| Net Investment Income | $4,515 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $32,000 | BOYBookValueAmt |
| EOY Book Value | $34,869 | EOYBookValueAmt |
| EOYFMV | $34,869 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IT | $149,406 | $14,941 | $0 | $5,405 |
| TRANSLATION AND TRANSCRIPTION | $127,540 | $12,754 | $0 | $88,070 |
| OTHER FEES | $67,651 | $6,765 | $0 | $33,050 |
| OTHER EXPENSES | $6,913 | $691 | $0 | $1,992 |
| INSURANCE | $25,582 | $2,558 | $0 | $0 |
| OFFICE AND PRINTING | $44,501 | $4,450 | $0 | $16,066 |
| SUBSCRIPTIONS | $18,228 | $1,822 | $0 | $60 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| OTHER INCOME | $6,394 | $6,394 |
| MEMBERSHIP DUES AND ASSESSMENTS | $800,000 | $800,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $120,435 | $0 | $0 | $96,670 |
| OTHER CONSULTING SERVICES | $988,598 | $0 | $162,266 | $243,727 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH GRIFFIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 S DEARBORN ST 3200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Comments