CONARD-DAVIS FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CONARD-DAVIS FAMILY FOUNDATION (EIN 20-7204420)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202513179349101326
Schema version
2024v5.2
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)
Return2025-11-13T08:00:07-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Manhattan WestAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100018604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207204420EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CONARD-DAVIS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% EDWARD CONARDInCareOfNm
Business Name ControlCONABusinessNameControlTxt
Phone6464728860PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11202 LEXINGTON AVE PO BOX 109AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10028ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD CONARDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2127733000PhoneNum
Signature2025-10-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE DIIONNAPreparerPersonNm
PTINP00999533PTIN
Phone2127733000PhoneNum
Preparation2025-10-24PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$50,274,027FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$787InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$787InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$217,105DividendsRevAndExpnssAmt
Dividends Net Invst Incm$217,105DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,384,158NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,767,121GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,384,158CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$585,784OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$583,464OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,187,834TotalRevAndExpnssAmt
Total Net Invst Incm$5,185,514TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$101,610OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$101,610OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$32,516TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$750OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$750OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$134,876TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$101,610TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,725,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,725,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,859,876TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$101,610TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,725,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,327,958ExcessRevenueOverExpensesAmt
Net Investment Income$5,083,904NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,212,952CashBOYAmt
Cash EOY$234CashEOYAmt
Cash EOYFMV$234CashEOYFMVAmt
Sav And Temp Cash Invst EOY$1,470,200SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,470,200SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Corporate Stock BOY$247,650CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Investments BOY$27,788,040OtherInvestmentsBOYAmt
Other Investments EOY$31,106,166OtherInvestmentsEOYAmt
Other Investments EOYFMV$48,803,593OtherInvestmentsEOYFMVAmt
Total Assets BOY$29,248,642TotalAssetsBOYAmt
Total Assets EOY$32,576,600TotalAssetsEOYAmt
Total Assets EOYFMV$50,274,027TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$29,248,642CapitalStockBOYAmt
Capital Stock EOY$32,576,600CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$29,248,642TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$32,576,600TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,248,642TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$32,576,600TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,248,642TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,327,958ExcessRevenueOverExpensesAmt
Subtotal$32,576,600SubtotalAmt
Tot Net Ast Or Fund Balances EOY$32,576,600TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
CHARLES SCHWAB - PUBLICLY TRADED SECURITIES$706,216$247,650$458,566$458,566
GREYHAWK FEEDER FUND$7,044,709$3,135,313$3,909,396$3,909,396P
FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (B) LP$8,337$0$8,337$8,337P
MSD PRIVATE CREDIT OPPORTUNITY FUND LP$7,859$0$7,859$7,859P
FieldValueIRS element (for citing)
Capital Gain Net Income$4,384,158CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$70,666InvestmentIncomeExciseTaxAmt
Subtotal$70,666SubtotalAmt
Tax Based On Investment Income$70,666TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$120,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$140,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3,273EsPenaltyAmt
Overpayment$66,061OverpaymentAmt
Applied To ES Tax$66,061AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EDWARD CONARDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127733000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11202 LEXINGTON AVE PO BOX 109AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10028ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
EDWARD W CONARD
1202 LEXINGTON AVE PO BOX 109NEW YORKNY10028TRUSTEE1.0$0$0$0
JILL A DAVIS
1202 LEXINGTON AVE PO BOX 109NEW YORKNY10028TRUSTEE1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES SCHWABBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 ATLANTIC AVENUE 30TH FLAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORServiceTypeTxt
Compensation$101,610CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,453,528AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,548,610AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$37,848,350FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$48,850,488TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$48,850,488AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$732,757CashDeemedCharitableAmt
Net Vl Noncharitable Assets$48,117,731NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,405,887MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,405,887MinimumInvestmentReturnAmt
Tax Based On Investment Income$70,666TaxBasedOnInvestmentIncomeAmt
Income Tax$62IncomeTaxAmt
Total Tax$70,728TotalTaxAmt
Distributable Before Adj$2,335,159DistributableBeforeAdjAmt
Distributable Before Ded$2,335,159DistributableBeforeDedAmt
Distributable As Adjusted$2,335,159DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,725,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,725,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,335,159DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,030,429ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$835,371ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$1,865,800TotalExcessDistributionCyovAmt
Qualifying Distributions$1,725,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,725,750AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$609,409ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$609,409ExcessDistributionCyovAppCYAmt
Total Corpus$1,256,391TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$421,020ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$835,371ExcessDistriCyovToNextYrAmt
Excess From Year4$835,371ExcessFromYear4Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDWARD W CONARDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WEILL CORNELL MEDICAL COLLEGE
445 EAST 69TH STREETNEW YORKNY10021NONEPCGENERAL SUPPORT$200,000
COHERENT RESEARCH INSTITUTE
159 EAST 87TH STREETNEW YORKNY10128NONEPFLITERARY/EDUCATIONAL ENDEAVORS$1,000,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUECAMBRIDGEMA02138NONEPCGENERAL SUPPORT$250,000
THE UNIVERSITY OF CHICAGO
6054 S DREXEL AVENUECHICAGOIL60637NONEPCGENERAL SUPPORT$200,000
OPEN TO DEBATE
PO BOX 1329NEW YORKNY10276NONEPCGENERAL SUPPORT$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,725,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$787ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$217,105ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$2,320UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$583,464ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,384,158ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$2,320UnrelatedBusinessTaxblIncmAmt
Exclusion$5,185,514ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,187,834TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE COHERENT RESEARCH INSTITUTE INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1159 EAST 87TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd
FieldValueIRS element (for citing)
Grant2023-12-31GrantDt
Purpose Of GrantTO FURTHER LITERARY/EDUCATIONAL ENDEAVORSPurposeOfGrantTxt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee12/31/2021DatesOfReportsByGranteeTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSENSATA TECHStockNm
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD S&P 500 ETFAT COST$3,060,679$4,194,893
VANGUARD TOTAL WORLD ETFAT COST$6,499,794$7,242,626
GREYHAWK FEEDER FUNDAT COST$2,351,103$5,653,201
THE MASTER PORTFOLIOAT COST$10,755,560$20,318,871
AVORO LIFE SCIENCES OFFSHOREAT COST$244,819$1,512,024
GMOAT COST$2,861,477$4,298,713
MSD PRIVATE CREDIT OPPAT COST$1,087,385$1,056,360
PARTNERS CAPITAL PHOENIX FD IIAT COST$3,279,559$3,556,561
LANSDOWNE DEV MKTS ST DIS LTDAT COST$17,783$1,307
FORTRESS CREDIT OPP FUND VAT COST$810,942$825,811
PRIME FINANCIAL SITUATIONS FDAT COST$137,065$143,226

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEESDesc
Revenue And Expenses Per Books$750RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP INCOME - ubti$2,320
PARTNERSHIP INCOME - NON UBTI$171,534$171,534
PASSTHROUGH INCOME$411,930$411,930

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$101,610Amt
Net Investment Income$101,610NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX PAIDCategoryTxt
Amt$32,516Amt

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