JANE COFFIN CHILDS MEMORIAL FUND FOR MEDICAL RESEARCH: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JANE COFFIN CHILDS MEMORIAL FUND FOR MEDICAL RESEARCH (EIN 06-6034840)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-20
- IRS object ID
- 202630519349100208
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-20T11:34:29-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET SUITE 1710 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032945 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066034840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Jane Coffin Childs Memorial Fund for | BusinessNameLine1Txt |
| Business Name Line2 | Medical Research | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 2037854612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 Cedar Street SHM L300 | AddressLine1Txt |
| City | New Haven | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRONWEN A CHILDS DVM | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2037854612 | PhoneNum |
| Signature | 2026-05-15 | 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 | Israel Tannenbaum CPA | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 2155462140 | PhoneNum |
| 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 | $59,956,396 | 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 | $1,215,519 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $790,760 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $790,760 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,400,749 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,012,964 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,400,749 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $95,000 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $6,502,028 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,191,509 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $503,400 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $503,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $164,855 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $164,855 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,375 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $119,315 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,058 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,257 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,747 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $49,237 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $49,237 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $416,356 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $416,356 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,305,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,058 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,209,880 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,461,463 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,071,767 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,767,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,058 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,281,647 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $734,880 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,109,451 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,794,266 | CashBOYAmt |
| Cash EOY | $3,977,652 | CashEOYAmt |
| Cash EOYFMV | $3,977,652 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,773,660 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,458,737 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,458,737 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $768,000 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $478,433 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $478,433 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $47,717 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $73,850 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $73,850 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,049,384 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,587,841 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,587,841 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $29,652,023 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,180,193 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,180,193 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,664,455 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,564,789 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,564,789 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,704,079 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,410,374 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,410,374 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $16,201,822 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,224,527 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,224,527 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $60,655,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,956,396 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,956,396 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $142,011 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $100,352 | AccountsPayableEOYAmt |
| Grants Payable BOY | $7,318,586 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,241,909 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $7,460,597 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,342,261 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $53,194,809 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $51,614,135 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,194,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,614,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,655,406 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,956,396 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,194,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $734,880 | ExcessRevenueOverExpensesAmt |
| Subtotal | $53,929,689 | SubtotalAmt |
| Other Decreases | $2,315,554 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,614,135 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE/MATURITY OF INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $19,012,964 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,612,215 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,400,749 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,400,749 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,400,749 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $71,021 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $71,021 | SubtotalAmt |
| Tax Based On Investment Income | $71,021 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,102 | EsPenaltyAmt |
| Tax Due | $72,123 | TaxDueAmt |
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 | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | jccfund.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2037854612 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 CEDAR STREET SHM L300 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| John D Childs | ||||||||
| 333 Cedar Street SHM L300 | New Haven | CT | 06510 | Chairman | 1.0 | $0 | $0 | $0 |
| Bronwen A Childs D V M | ||||||||
| 333 Cedar Street SHM L300 | New Haven | CT | 06510 | Treasurer | 1.0 | $0 | $0 | $0 |
| John W Childs | ||||||||
| 333 Cedar Street SHM L300 | New Haven | CT | 06510 | Secretary | 1.0 | $0 | $0 | $0 |
| Robert Berman M D | ||||||||
| 333 Cedar Street SHM L300 | New Haven | CT | 06510 | Director | 1.0 | $0 | $0 | $0 |
| Vlad Coric M D | ||||||||
| 333 Cedar Street SHM L300 | New Haven | CT | 06510 | Director | 1.0 | $0 | $0 | $0 |
| Rebecca Ehrhardt | ||||||||
| 333 Cedar Street SHM L300 | New Haven | CT | 06510 | Director | 1.0 | $0 | $0 | $0 |
| Alexander Garside | ||||||||
| 333 Cedar Street SHM L300 | New Haven | CT | 06510 | Director | 1.0 | $0 | $0 | $0 |
| Dune Lawrence | ||||||||
| 333 Cedar Street SHM L300 | New Haven | CT | 06510 | Director | 1.0 | $0 | $0 | $0 |
| Avice Meehan | ||||||||
| 333 Cedar Street SHM L300 | New Haven | CT | 06510 | Director | 1.0 | $0 | $0 | $0 |
| Hendon C Pingeon | ||||||||
| 333 Cedar Street SHM L300 | New Haven | CT | 06510 | Director | 1.0 | $0 | $0 | $0 |
| Jon Rotolo | ||||||||
| 333 Cedar Street SHM L300 | New Haven | CT | 06510 | Director | 1.0 | $0 | $0 | $0 |
| Joan Steitz Ph D | ||||||||
| 333 Cedar Street SHM L300 | New Haven | CT | 06510 | Director | 1.0 | $0 | $0 | $0 |
| Maurie D McInnis Ph D | ||||||||
| 333 Cedar Street SHM L300 | New Haven | CT | 06510 | Ex-Officio | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fidelity | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 Summer Street | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Fees | ServiceTypeTxt |
| Compensation | $82,058 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTMAKING | Description1Txt |
| Expenses1 | $4,461,463 | Expenses1Amt |
| Description2 | CONVENING CONFERENCES | Description2Txt |
| Expenses2 | $294,158 | Expenses2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,285,508 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,752,307 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,037,815 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,037,815 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $645,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,392,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,119,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,119,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71,021 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71,021 | TotalTaxAmt |
| Distributable Before Adj | $2,048,591 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,048,591 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,048,591 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,281,647 | 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 | $5,281,647 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,048,591 | DistributableAsAdjustedAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,277,574 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $987,389 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,022,013 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,319,689 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,309,205 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,915,870 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,281,647 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,048,591 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,233,056 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,148,926 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,277,574 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,871,352 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $987,389 | ExcessFromYear4Amt |
| Excess From Year3 | $1,022,013 | ExcessFromYear3Amt |
| Excess From Year2 | $2,319,689 | ExcessFromYear2Amt |
| Excess From Year1 | $3,309,205 | ExcessFromYear1Amt |
| Excess From Current Year | $3,233,056 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANITA PEPPER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 CEDAR STREET SHM L300 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2037854612 | RecipientPhoneNum |
| Form And Info And Materials | FORMAL WRITTEN APPLICATION OUTLINING PROPOSAL AND PREVIOUS WORK EXPERIENCE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 1ST OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | POST DOCTORAL FELLOWSHIPS FOR CANDIDATES WHO PERFORM CANCER RESEARCH. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Boston Children's Hospital | ||||||||||
| 300 Longwood Ave | Boston | MA | 02115 | NONE | PC | Dissecting the impact of non-coding somatic mutations in the human brain | $37,000 | |||
| Boston Medical Center Corporation | ||||||||||
| One Boston Medical Center Place | Boston | MA | 02118 | NONE | PC | Manipulating vascular endocytosis to direct blood and immune cell migration | $74,000 | |||
| Brandeis University | ||||||||||
| 415 South St | Waltham | MA | 02453 | NONE | PC | Timing molecular interactions in high throughput via a polymerase stopwatch | $39,000 | |||
| Broad Institute of MIT and Harvard | ||||||||||
| 415 Main St | Cambridge | MA | 02142 | NONE | PC | A DNA-encoded library strategy for molecular glue discovery | $78,000 | |||
| Broad Institute of MIT and Harvard | ||||||||||
| 415 Main St | Cambridge | MA | 02142 | NONE | PC | Deciphering the Molecular Mechanisms of Alternative Splicing Regulation via Intronic Transposable Elements | $74,000 | |||
| California Institute of Technology | ||||||||||
| 1200 E California Blvd | Pasadena | CA | 91125 | NONE | PC | Synthetic protein circuits a conditional triggers of anti-tumor immunity | $107,417 | |||
| California Institute of Technology | ||||||||||
| 1200 E California Blvd | Pasadena | CA | 91125 | NONE | PC | Defining the role of protein homeostasis in spermatogenesis | $73,800 | |||
| Columbia University | ||||||||||
| 116th and Broadway | New York | NY | 10027 | NONE | PC | Neuronal and immunological dissection of antidepresant responsiveness | $106,000 | |||
| Columbia University | ||||||||||
| 116th and Broadway | New York | NY | 10027 | NONE | PC | Learning the modular grammar of phase separation in signaling networks | $76,000 | |||
| Dana Farber Cancer Institute | ||||||||||
| 450 Brookline Ave | Boston | MA | 02215 | NONE | PC | Mechanisms and consequences of LINE-1-mediated genome instability | $12,333 | |||
| Duke University | ||||||||||
| 2080 Duke University Road | Durham | NC | 27708 | NONE | PC | Dissecting the Dynamics of Tissue Patterning During Regeneration | $74,000 | |||
| Duke University | ||||||||||
| 2080 Duke University Road | Durham | NC | 27708 | NONE | PC | Determining how basement membranes stretch and recover to support tissues | $74,000 | |||
| Gladstone Institutes | ||||||||||
| 1650 Owens Street | San Francisco | CA | 94158 | NONE | PC | The molecular biology of Obelisk RNAs | $73,800 | |||
| Harvard University | ||||||||||
| Massachusetts Hall | Cambridge | MA | 02138 | NONE | PC | How to build (and rebuild) an animal | $74,000 | |||
| Harvard University | ||||||||||
| Massachusetts Hall | Cambridge | MA | 02138 | NONE | PC | Reconstruct cell trajectories and communications in brain development | $37,000 | |||
| Harvard University | ||||||||||
| Massachusetts Hall | Cambridge | MA | 02138 | NONE | PC | The evolution of complex chemosensation | $12,333 | |||
| Harvard University | ||||||||||
| Massachusetts Hall | Cambridge | MA | 02138 | NONE | PC | Neural mechanisms of taste and visceral signal integration in the brainstem | $37,500 | |||
| Harvard University | ||||||||||
| Massachusetts Hall | Cambridge | MA | 02138 | NONE | PC | Molecular basis of sensory integration in octopus | $74,000 | |||
| Harvard University | ||||||||||
| Massachusetts Hall | Cambridge | MA | 02138 | NONE | PC | Secretory cell innovation in a symbiotic interaction | $73,800 | |||
| Harvard University | ||||||||||
| Massachusetts Hall | Cambridge | MA | 02138 | NONE | PC | Learning structure in genotype to phenotype maps | $73,800 | |||
| Harvard University Medical School | ||||||||||
| 25 Shattuck Street | Boston | MA | 02115 | NONE | PC | In Vivo tracking of G protein-coupled receptors sensing for gut metabolites | $114,000 | |||
| Johns Hopkins University | ||||||||||
| 733 N Broadway | Baltimore | MD | 21205 | NONE | PC | Defining regulatory principles of translation during nutrient shifts | $30,883 | |||
| Johns Hopkins University School of Medicine | ||||||||||
| 733 N Broadway | Baltimore | MD | 21205 | NONE | PC | Using single cell transcriptomics to understand homeostatic sleep pressure | $74,000 | |||
| Massachusetts General Hospital | ||||||||||
| 55 Fruit Street | Boston | MA | 02114 | NONE | PC | In situ cryoET analysis of cristae biogenesis and morphology | $74,000 | |||
| Massachusetts Institute of Technology | ||||||||||
| 77 Massachusetts Ave | Cambridge | MA | 02139 | NONE | PC | Central control of the autonomic nervous system in chronic pain and anxiety | $74,000 | |||
| Massachusetts Institute of Technology | ||||||||||
| 77 Massachusetts Ave | Cambridge | MA | 02139 | NONE | PC | LIGHTing up tumor-associated tertiary lymphoid structures through cytokine pharmacokinetic engineering | $73,800 | |||
| Massachusetts Institute of Technology | ||||||||||
| 77 Massachusetts Ave | Cambridge | MA | 02139 | NONE | PC | Understanding tissue damage in the pre-neoplasia to neoplasia shift of colorectal cancer | $73,800 | |||
| Max Planck Institute of Immunobiology & Epigenetic | ||||||||||
| NONE | PC | Direct Visualization of DNA Methyltransferase Oligomerization and Its Influence on Neuronal Gene Regulation | $74,800 | Hofgartenstr 8 80539 | Mnchen | GM | ||||
| Memorial Sloan Kettering Cancer Center | ||||||||||
| 1275 York Avenue | New York | NY | 10065 | NONE | PC | Mechanisms and consequences of APOBEC3 targeting of extrachromosomal DNA | $73,800 | |||
| NIAID | ||||||||||
| 5601 Fishers Lane | Bethesda | MD | 20892 | NONE | PC | Sexual recombination and virulence in the success of African trypanosomes | $74,000 | |||
| National Institue of HealthNICHD | ||||||||||
| 6 Center Drive | Bethesda | MD | 20892 | NONE | PC | Linking Parts to Process: Probing the Cell-Biological Basis for Tissue Patterning in Developing Mesenchyme | $29,167 | |||
| Oregon Health and Science University | ||||||||||
| 3181 SW Sam Jackson Park Road | Portland | OR | 97239 | NONE | PC | Mechanisms of Type I PARP1 Inhibitors in Regulating Cell Fate Decisions in Cancer | $73,800 | |||
| Princeton University | ||||||||||
| 70 WASHINGTON RD | Princeton | NJ | 08544 | NONE | PC | Main-Group Chemoproteomic Platforms for Deciphering and Drugging Methionine | $106,667 | |||
| Princeton University | ||||||||||
| 70 WASHINGTON RD | Princeton | NJ | 08544 | NONE | PC | Hormone-mediated changes in neural computations that drive flexible social behaviors | $73,800 | |||
| Stanford University | ||||||||||
| 450 Jane Stanford Way | Stanford | CA | 94305 | NONE | PC | Examining the neural mechanisms for generalization | $113,000 | |||
| Stanford University | ||||||||||
| 450 Jane Stanford Way | Stanford | CA | 94305 | NONE | PC | Decoding Aging Neurogenic Niches: Unraveling Somatic Mutations, Clonal Dynamics, and Functional Decline | $73,800 | |||
| Stowers Institute for Medical Research | ||||||||||
| 1000 E 50 Street | Kansas City | MO | 64110 | NONE | PC | Determine how ribosome heterogeneity regulates early embyrogenesis | $76,000 | |||
| The Rockefeller University | ||||||||||
| 1230 York Ave | New York | NY | 10065 | NONE | PC | Unraveling lipid transport across the mycobacterial cell envelope | $76,000 | |||
| The Rockefeller University | ||||||||||
| 1230 York Ave | New York | NY | 10065 | NONE | PC | Understanding how the whole becomes more than the sum of its parts: Linking subcellular processes to emergent supracellular patterns | $44,633 | |||
| The Scripps Research Institute | ||||||||||
| 10550 N Torrey Pines Road | La Jolla | CA | 92037 | NONE | PC | Timing biomolecular interactions in massively high throughput via a polymerase stopwatch | $49,333 | |||
| The Scripps Research Institute | ||||||||||
| 10550 N Torrey Pines Road | La Jolla | CA | 92037 | NONE | PC | Illuminating cryptic functional pockets in the human proteome with electrophilic stereoprobes | $73,800 | |||
| The Scripps Research Institute | ||||||||||
| 10550 N Torrey Pines Road | La Jolla | CA | 92037 | NONE | PC | Towards a novel tauopathy therapeutic: harnessing biomolecular condensates for targeted protein degradation | $41,800 | |||
| The University of Texas at Austin | ||||||||||
| 2515 Speedway | Austin | TX | 78712 | NONE | PC | Structure-based vaccine design targeting mpox antigen A27 | $73,800 | |||
| University of California Berkeley | ||||||||||
| University Ave and Oxford St | Berkeley | CA | 94720 | NONE | PC | An unprecedented atomistic picture of contranslational protein folding | $112,000 | |||
| University of California Berkeley | ||||||||||
| University Ave and Oxford St | Berkeley | CA | 94720 | NONE | PC | Main-group platforms for deciphering and drugging metionine | $4,200 | |||
| University of California Berkeley | ||||||||||
| University Ave and Oxford St | Berkeley | CA | 94720 | NONE | PC | Exploring mechanisms for flexible learning in higher-order neural circuits | $75,000 | |||
| University of California Berkeley | ||||||||||
| University Ave and Oxford St | Berkeley | CA | 94720 | NONE | PC | Discovery and Synthesis of novel anticancer drugs via enzyme engineering | $12,334 | |||
| University of California Berkeley | ||||||||||
| University Ave and Oxford St | Berkeley | CA | 94720 | NONE | PC | Structural basis of Doa10-mediated protein quality control at the ER | $75,000 | |||
| University of California San Francisco | ||||||||||
| 513 Parnassus Ave | San Francisco | CA | 94143 | NONE | PC | Ovulation of the fittest | $106,000 | |||
| University of California San Francisco | ||||||||||
| 513 Parnassus Ave | San Francisco | CA | 94143 | NONE | PC | Uncovering the functional architecture of the human speech cortex | $78,000 | |||
| University of California San Francisco | ||||||||||
| 513 Parnassus Ave | San Francisco | CA | 94143 | NONE | PC | Evolution of human-specific neuronal activity-dependent gene regulation | $106,000 | |||
| University of Michigan | ||||||||||
| 500 S State St | Ann Arbor | MI | 48109 | NONE | PC | Interplay of spatial structure and collective drug resistance across scale | $57,500 | |||
| University of Minnesota | ||||||||||
| 100 Church Street SE | Mineapolis | MN | 55455 | NONE | PC | Effects of regulatory network divergence on drug resistance in Candida | $74,000 | |||
| University of Utah | ||||||||||
| 201 Presidents Circle | Salt Lake City | UT | 84112 | NONE | PC | Classification of exotic ATPase functions using large language models | $74,000 | |||
| University of Utah | ||||||||||
| 201 Presidents Circle | Salt Lake City | UT | 84112 | NONE | PC | Ron Tyrosine Kinase deficiency uncovers a critical regulator of anti-tumor T Cell responses | $73,800 | |||
| University of Washington | ||||||||||
| 1410 NE Campus Parkway | Seattle | WA | 98195 | NONE | PC | Evaluating neuromodulatory networks across brain states | $112,667 | |||
| University of Washington | ||||||||||
| 1410 NE Campus Parkway | Seattle | WA | 98195 | NONE | PC | Mechanisms of Immune Memory Generation in a Native RNA Targeting CRISPR System | $113,000 | |||
| Yale University | ||||||||||
| PO Box 208327 | New Haven | CT | 06520 | NONE | PC | Novel Chemical Tools for Targeted Eradication of DNA Repair Proteins and Application to Chemosensitization | $73,800 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,071,767 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Cincinnati Children's Hospital | |||||||
| 3333 Burnet Avenue | Cincinnati | OH | 45229 | none | PC | Multifunctional RNA-binding transcription factors coordinate cell states in development | $0 |
| Gladstone Institutes | |||||||
| 1650 Owens Street | San Francisco | CA | 94158 | none | PC | Engineering CAR T cells for Enhanced Cancer Immunotherapy via Protein Interaction Network Analysis | $0 |
| Harvard Medical School | |||||||
| 25 Shattuck Street | Boston | MA | 02115 | none | PC | Organisational logic of the spino-parabrachial pathway for light touch | $0 |
| Massachusetts General Hospital | |||||||
| 55 Fruit Street | Boston | MA | 02114 | none | PC | A spatial stochasticity theory resolves how host-protective T cell responses emerge amid regulatory T cell immunosuppression | $0 |
| Massachusetts Institute of Technology | |||||||
| 77 Massachusetts Ave | Cambridge | MA | 02139 | none | PC | Illuminating the cell envelope architecture and assembly of a tick-borne pathogen | $0 |
| Massachusetts Institute of Technology | |||||||
| 77 Massachusetts Ave | Cambridge | MA | 02139 | none | PC | Role of neoantigen-nonspecific Passenger T cells in cancer-associated immunity and tumor progression | $0 |
| Memorial Sloan Kettering Cancer Center | |||||||
| 1275 York Avenue | New York | NY | 10065 | none | PC | Understanding how bacteria-bacteria interactions influence antibiotic resistance in a microbiome context | $0 |
| Memorial Sloan Kettering Cancer Center | |||||||
| 1275 York Avenue | New York | NY | 10065 | none | PC | Recording cell states and signaling events to reveal cell fate decisions during pancreatic islet differentiation | $0 |
| Princeton University | |||||||
| 70 WASHINGTON RD | Princeton | NJ | 08544 | none | PC | Biochemical basis and function of lipid spatial localization within the brain | $0 |
| Stanford University | |||||||
| 450 Jane Stanford Way | Stanford | CA | 94305 | none | PC | Deciphering the Role of EBV-Infected B Cells and Autoimmunity in Post-Infectious Syndromes and Developing a Targeted Elimination Strategy | $0 |
| The Rockefeller University | |||||||
| 1230 York Ave | New York | NY | 10065 | none | PC | A genetic approach to study metabolite sensing and regulation in organelles | $0 |
| University of California San Francisco | |||||||
| 513 Parnassus Ave | San Francisco | CA | 94143 | none | PC | Neuronal mechanisms of simulations in the brain of sleeping mice | $0 |
| University of California Berkeley | |||||||
| University Ave and Oxford St | Berkeley | CA | 94720 | none | PC | Harnessing long-range hormone signaling for therapeutic delivery | $0 |
| University of Colorado Boulder | |||||||
| 3100 Marine St | Boulder | CO | 80303 | none | PC | Unlocking the Bacterial Vault: Novel Organelles Involved in RNA Repair | $0 |
| University of Utah | |||||||
| 201 Presidents Circle | Salt Lake City | UT | 84112 | none | PC | The early-life microbiome regulates BETA-cell function and type-1 diabetes via gamma-aminobutyric acid | $0 |
| University of Washington | |||||||
| 1410 NE Campus Parkway | Seattle | WA | 98195 | none | PC | "Healthy aneuploidy": Discovering strategies from the placenta to regulate aneuploidy tolerance | $0 |
| University of Washington | |||||||
| 1410 NE Campus Parkway | Seattle | WA | 98195 | none | PC | Investigation of immune systems in multicellular bacteria | $0 |
| University of Washington | |||||||
| 1410 NE Campus Parkway | Seattle | WA | 98195 | none | PC | Decoding the Structural Basis of Immunogenicity | $0 |
| Vanderbilt University Medical Center | |||||||
| 1211 Medical Center Drive | Nashville | TN | 37232 | none | PC | Defining the targets of the antibody response to natural Oropouche virus infection | $0 |
| Washington University in St Louis | |||||||
| 1 Brookings Drive | St Louis | MO | 63130 | none | PC | Structural mechanisms for higher-order microtubule assembly function in parasites | $0 |
| Washington University in St Louis | |||||||
| 1 Brookings Drive | St Louis | MO | 63130 | none | PC | The functional role of transposable element-derived transcripts in cancer progression | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,458,200 | TotalGrantOrContriApprvFutAmt |
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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $790,760 | 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 | $4,400,749 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $95,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,286,509 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,286,509 | 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 (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| John W Childs | ||||||
| 1 | 333 Cedar Street SHM L300 | New Haven | CT | 06510 | $200,000 | Yes (X) |
| MERCK SHARP DOHME LLC | ||||||
| 2 | 126 East Lincoln Ave PO Box200 | Rahway | NJ | 07065 | $399,200 | Yes (X) |
| Select Equity Group | ||||||
| 3 | 380 Lafayette Street | New York | NY | 10003 | $96,894 | Yes (X) |
| Richard Cross | ||||||
| 4 | 333 Cedar Street SHM L300 | New Haven | CT | 06510 | $70,000 | Yes (X) |
| Robert Berman | ||||||
| 5 | 333 Cedar Street SHM L300 | New Haven | CT | 06510 | $50,000 | Yes (X) |
| Johnson Johnson | ||||||
| 6 | 200 Wingo Way | Mount Pleasant | SC | 29464 | $30,000 | Yes (X) |
| THE COMMUNITY FDN FOR GREATER NEW | ||||||
| 7 | 70 Audubon Street | New Haven | CT | 06510 | $27,464 | Yes (X) |
| Howard Hughes Medical Institute | ||||||
| 8 | 4000 Jones Bridge Road | Chevy Chase | MD | 208156789 | $25,000 | Yes (X) |
| John D Childs | ||||||
| 9 | 333 Cedar Street SHM L300 | New Haven | CT | 06510 | $20,000 | Yes (X) |
| James Hagy | ||||||
| 10 | 333 Cedar Street SHM L300 | New Haven | CT | 06510 | $10,000 | Yes (X) |
| Jon Rotolo | ||||||
| 11 | 333 Cedar Street SHM L300 | New Haven | CT | 06510 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,400 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | Fidelity | ContractorPersonNm |
| Explanation | Investment Management Fees | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $6,564,789 | EOYBookValueAmt |
| EOYFMV | $6,564,789 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $19,529,882 | $19,529,882 |
| EQUITY EXCHANGE TRADED FUNDS | $3,815,598 | $3,815,598 |
| EQUITY MUTUAL FUNDS | $834,713 | $834,713 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,587,841 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,587,841 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIVATE EQUITY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,410,374 | BookValueAmt |
| EOYFMV | $3,410,374 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,375 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,375 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST | $16,142,830 | $15,104,453 | $15,104,453 |
| ACCRUED INTEREST | $47,155 | $104,690 | $104,690 |
| DUE FROM CAC | $11,837 | $15,384 | $15,384 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS | $1,277,177 |
| CHARITABLE REMAINDER UNITRUST | $1,038,377 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| VENUE, FOOD AND BEVERAGE | $245,158 | $0 | $0 | $245,158 |
| OFFICE EXPENSE | $120,323 | $0 | $0 | $120,323 |
| HONORARIA | $49,000 | $0 | $0 | $49,000 |
| CHARITABLE REGISTRATION FEES | $1,875 | $0 | $0 | $1,875 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $95,000 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc |
|---|
| DEFERRED TAXES PAYABLE |
| CURRENT EXCISE TAX PAYABLE |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | $37,257 | $0 | $0 | $37,257 |
| INVESTMENT MANAGEMENT FEES | $82,058 | $82,058 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CURRENT EXCISE TAX | CategoryTxt |
| Amt | $13,747 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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