QUADRIVIUM: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- QUADRIVIUM (EIN 46-1535719)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349101451
- 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
- Form 990-PF
- Schedule B
- Contractor Compensation Expln
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T08:03:36-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINTZ & GOLD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVE 25TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461535719 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUADRIVIUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % H TOPAZ MINTZ & GOLD LLP | InCareOfNm |
| Business Name Control | QUAD | BusinessNameControlTxt |
| Phone | 2125979145 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HMT MINTZ GOLD LLP 600 THIRD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN MURDOCH | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 2125979145 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD M TOPAZ | PreparerPersonNm |
| PTIN | P00295401 | PTIN |
| Phone | 2126964848 | PhoneNum |
| Preparation | 2025-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,321,429 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $27,963,788 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $65,456 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65,456 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $442,410 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $442,410 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,998,897 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,258,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,998,897 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $244,288 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $6,428 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,428 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $31,476,979 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,513,191 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $244,288 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $62,687 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $64,927 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,927 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $105 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $105 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $103,690 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,690 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $285,486 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $516,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,722 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,828,604 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,828,604 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,345,499 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,722 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,828,604 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,131,480 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,424,469 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $244,288 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,750,874 | CashBOYAmt |
| Cash EOY | $841,404 | CashEOYAmt |
| Cash EOYFMV | $841,404 | CashEOYFMVAmt |
| Corporate Stock BOY | $109 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,797,487 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,154,620 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,018,506 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,760,361 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,016,189 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,202,494 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,565,044 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,767,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,859,891 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,321,429 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,767,172 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,859,891 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,767,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,859,891 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,767,172 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,859,891 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,767,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,131,480 | ExcessRevenueOverExpensesAmt |
| Subtotal | $22,898,652 | SubtotalAmt |
| Other Decreases | $3,038,761 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,859,891 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPMORGAN F7002 | P | $464 | $501 | -$37 | -$37 |
| JPMORGAN P7006 | P | $2,889,841 | $2,674,885 | $214,956 | $214,956 |
| JPMORGAN P7006 | P | $6,513,542 | $7,224,264 | -$710,722 | -$710,722 |
| JPMORGAN W1005 | P | $3,117,433 | $347,853 | $2,769,580 | $2,769,580 |
| JPMORGAN W1005 | P | $338,892 | $12,324 | $326,568 | $326,568 |
| CLARION PRIVATE INVESTORS LLC | P | $45,052 | $45,052 | $45,052 | |
| TERRA ALPHA GLOBAL EQUITY FUND LP | P | $29,332 | $29,332 | $29,332 | |
| TERRA ALPHA GLOBAL EQUITY FUND LP | P | $324,168 | $324,168 | $324,168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,998,897 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $244,288 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,600 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $47,600 | SubtotalAmt |
| Tax Based On Investment Income | $47,600 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,919 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $107,919 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $60,319 | OverpaymentAmt |
| Applied To ES Tax | $60,319 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H TOPAZ MINTZ & GOLD LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125979145 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JAMES R MURDOCH | |||||||||
| C/O H TOPAZ MINTZ GOLD LLP | 600 THIRD AVENUE | NEW YORK | NY | 10016 | CO-PRESIDENT | 0 | $0 | $0 | $0 |
| KATHRYN MURDOCH | |||||||||
| C/O H TOPAZ MINTZ GOLD LLP | 600 THIRD AVENUE | NEW YORK | NY | 10016 | CO-PRESIDENT | 0 | $0 | $0 | $0 |
| JESSE ANGELO | |||||||||
| C/O H TOPAZ MINTZ GOLD LLP | 600 THIRD AVENUE | NEW YORK | NY | 10016 | SECRETARY/TREASURER | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIG GERM PRODUCTIONS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HMT MINTZ GOLD LLP 600 THIRD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Consulting | ServiceTypeTxt |
| Compensation | $237,141 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,209,241 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,322,306 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,482,665 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,014,212 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,014,212 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $375,213 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,638,999 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,231,950 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,231,950 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,600 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,600 | TotalTaxAmt |
| Distributable Before Adj | $1,184,350 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,184,350 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,184,350 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,828,604 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $20,828,604 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,184,350 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,585,845 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,236,885 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,974,104 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,940,559 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,705,757 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $101,443,150 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,828,604 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,184,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,644,254 | RemainingDistriFromCorpusAmt |
| Total Corpus | $121,087,404 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,585,845 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $98,501,559 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,236,885 | ExcessFromYear4Amt |
| Excess From Year3 | $21,974,104 | ExcessFromYear3Amt |
| Excess From Year2 | $14,940,559 | ExcessFromYear2Amt |
| Excess From Year1 | $25,705,757 | ExcessFromYear1Amt |
| Excess From Current Year | $19,644,254 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENC | ||||||||
| 1200 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $1,638,604 | |
| AMERICA IN ONE ROOM THE YOUTH VOTE | ||||||||
| 515 S FLOWER ST 5100 | LOS ANGELES | CA | 90071 | NONE | PC | GENERAL | $100,000 | |
| ANTI DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE SUITE 1800 | NEW YORK | NY | 10158 | NONE | PC | GENERAL | $1,500,000 | |
| CLIMATE CENTRAL INC | ||||||||
| 1 PALMER SQUARE EAST SUITE 402 | PRINCETON | NJ | 08542 | NONE | PC | GENERAL | $1,000,000 | |
| CLIMATE LEADERSHIP COUNCIL | ||||||||
| 1900 M STREET NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $1,000,000 | |
| CORTICO CORPORATION | ||||||||
| 68 HARRISON AVE STE 605 PMB 83158 | BOSTON | MA | 02111 | NONE | PC | GENERAL | $250,000 | |
| DEMOCRACY FUNDERS NETWORK | ||||||||
| 1200 17TH ST NW STE 300 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $10,000 | |
| DEMOCRACY WORKS INC | ||||||||
| 20 JAY STREET 410 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL | $250,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 275 PARK AVE S 17TH FL | NEW YORK | NY | 10010 | NONE | PC | GENERAL | $4,750,000 | |
| HEALTHY DEMOCRACY FUND | ||||||||
| PO BOX 18104 | PORTLAND | OR | 97218 | NONE | PC | GENERAL | $80,000 | |
| INSTITUTE FOR STRATEGIC DIALOGUE | ||||||||
| 1000 JACKSON STREET | TOLEDO | OH | 43604 | NONE | PC | GENERAL | $500,000 | |
| MYRIAD USA INC | ||||||||
| 551 FIFTH AVENUE SUITE 2400 | NEW YORK | NY | 10176 | NONE | PC | GENERAL | $200,000 | |
| NATURAL RESOURCE DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | NONE | PC | GENERAL | $500,000 | |
| PACIFIC WILD ALLIANCE INC | ||||||||
| 1567 HIGHLANDS DR NE 110-373 | ISSAQUAH | WA | 98029 | NONE | PC | GENERAL | $100,000 | |
| PEN AMERICA | ||||||||
| 588 BROADWAY 303 | NEW YORK | NY | 10012 | NONE | PC | GENERAL | $1,250,000 | |
| PEOPLE INC | ||||||||
| 1219 N FOREST RD | WILLIAMSVILLE | NY | 14221 | NONE | PC | GENERAL | $200,000 | |
| POLICY IMPACT | ||||||||
| 1107 9TH STREET NO 500 | SACRAMENTO | CA | 95814 | NONE | PC | GENERAL | $200,000 | |
| POTENTIAL ENERGY COALITION | ||||||||
| 477 MADISON AVE STE 600 | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $3,000,000 | |
| SECURE DEMOCRACY FOUNDATION | ||||||||
| 611 PENNSYLVANIA AVENUE SE SUITE 20 | WASHINGTON | DC | 20003 | NONE | PC | GENERAL | $1,000,000 | |
| THE ASSOCIATED PRESS | ||||||||
| 200 LIBERTY STREET NO 5TH FL | NEW YORK | NY | 10281 | NONE | NC | PURSUANT TO SPECIAL PURPOSE GRANT WITH EXPENDITURE RESPOSIBILITY | $2,000,000 | |
| UNITE AMERICA INSTITUTE | ||||||||
| 1580 LINCOLN ST SUITE 520 | DENVER | CO | 80203 | NONE | PC | GENERAL | $1,250,000 | |
| CONTINA IMPACT | ||||||||
| CONTINA IMPACT | BERKELEY | CA | 94710 | NONE | PC | GENERAL | $50,000 | 127 UNIVERSITY AVE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,828,604 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,456 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $442,410 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,998,897 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLARION PRIVATE INVESTORS LLC | 18 | $13,944 |
| TERRA ALPHA GLOBAL EQUITY FUND LP | 18 | -$7,516 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,513,191 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,513,191 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JRM FAMILY 5 YR CRAT QUADRIVIUM | ||||||
| 1 | JPMORGAN CHASE BANK 10 S DEARBORN I | CHICAGO | IL | 60603 | $23,441,248 | Yes (X) |
| SEVEN HILLS TRUST | ||||||
| 2 | JPMORGAN CHASE BANK 10 S DEARBORN I | CHICAGO | IL | 60603 | $4,522,540 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITIES | $23,441,248 | 2024-12-31 |
| 2 | SECURITIES | $4,522,540 | 2024-01-23 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | BIG GERM PRODUCTIONS INC | ContractorPersonNm |
| Explanation | PROGRAM AND GRANT SUPPORT | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATED PRESS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 LIBERTY STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-06-01 | GrantDt |
| Grant | $2,000,000 | GrantAmt |
| Purpose Of Grant | SUPPORT AP'S NEWSROOM INITIATIVE TO ESTABLISH A CENTRALIZED CLIMATE NEWS DESK. | PurposeOfGrantTxt |
| Expended By Grantee | $2,080,987 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 2/28/2025 | DatesOfReportsByGranteeTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN P7006 BONDS | BondNm |
| EOY Book Value | $5,018,506 | EOYBookValueAmt |
| EOYFMV | $4,760,361 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN F7002 STOCK | $0 | $0 |
| JP MORGAN F7006 STOCK | $0 | $0 |
| JP MORGAN P7006 STOCK | $4,797,487 | $5,154,620 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLARION PRIVATE INVESTORS LLC | AT COST | $2,161,770 | $1,997,423 |
| TERRA ALPHA GLOBAL EQU FUND LP | AT COST | $5,400,000 | $9,550,859 |
| JP MORGAN W1005 PRIVATE INV | AT COST | $1,621,312 | $1,992,924 |
| JP MORGAN W1005 REAL ESTATE | AT COST | $0 | $0 |
| JP MORGAN P7006 HEDGE FUND | AT COST | $19,412 | $23,838 |
| JP MORGAN P7006 REAL ESTATE | AT COST | $0 | $0 |
| JP MORGAN P7006 PRIVATE INV | AT COST | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $62,687 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $3,038,761 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SUPPORT SERVICES | $255,969 | $0 |
| INSURANCE | $29,517 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CLARION PRIVATE INVESTORS LLC | $13,944 | $13,944 |
| TERRA ALPHA GLOBAL EQUITY FUND LP | -$7,516 | -$7,516 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $0 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $64,927 | Amt |
| Net Investment Income | $64,927 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES - JPM | $60 | $60 |
| FOREIGN TAXES - K-1 | $23,630 | $23,630 |
| FEDERAL TAX PAYMENT | $80,000 | $0 |
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