SWARTZ FOUNDATION UA 110594: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SWARTZ FOUNDATION UA 110594 (EIN 11-6447242)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-03-19
- IRS object ID
- 202410799349100001
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-19T00:01:33-07:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116447242 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Swartz Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWAR | BusinessNameControlTxt |
| Phone | 6314704761 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Light House PointRoad | AddressLine1Txt |
| City | Lloyd Harbor | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11743 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James P King | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-03-19 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | James P | PersonFirstNm |
| Person Last | King | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,851,571 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $97,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,772 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $97,772 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,242 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $15 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $82,521 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,772 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $97,772 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $40,031 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,031 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $205 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $205 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $51,254 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $51,254 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,031 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $205 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,254 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,748,771 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,748,771 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,840,261 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,031 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $205 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,800,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,757,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,741 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $97,567 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $422,250 | CashBOYAmt |
| Cash EOY | $710,032 | CashEOYAmt |
| Cash EOYFMV | $710,032 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $286,669 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $288,832 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $288,832 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,855,488 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,154,693 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,154,693 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $986,266 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $452,703 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $452,703 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,866 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,866 | InvstLandAccumDepreciationAmt |
| Other Investments BOY | $673,738 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $245,311 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $245,311 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,224,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,851,571 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,851,571 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,224,411 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,851,571 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,224,411 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,851,571 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,224,411 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,851,571 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,224,411 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,757,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $384,900 | OtherIncreasesAmt |
| Subtotal | $4,851,571 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,851,571 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| Morgan Stanley Managed Accounts STCG | P | 2022-11-01 | 2022-12-01 | $19,549 | -$19,549 | -$19,549 | |
| Morgan Stanley Managed Accounts LTCG | P | 2021-01-01 | 2022-11-01 | $8,959 | -$8,959 | -$8,959 | |
| Pass-through from Partnerships LTCG | P | 2021-01-01 | 2022-11-01 | $13,242 | $13,242 | $13,242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,266 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$19,549 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $803 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $803 | SubtotalAmt |
| Tax Based On Investment Income | $803 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Tax Due | $203 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | theswartzfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jerome Swartz | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6314704761 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Light House PointRoad | AddressLine1Txt |
| City | Lloyd Harbor | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11743 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| James P King | ||||||
| 1239 Route 25A Suite 5 | Stony Brook | NY | 11790 | Trustee | 2.50 | $0 |
| Dr Jerome Swartz | ||||||
| 6 Light House PointRoad | Lloyd Harbor | NY | 11743 | Trustee | 5.00 | $0 |
| Joshua Swartz | ||||||
| 18800 NE 29th Avenue 424 | Aventura | FL | 33180 | Trustee | 5.00 | $0 |
| Shanah Swartz Gordon | ||||||
| 1 Fox Meadow Lane | Lloyd Harbor | NY | 11743 | Trustee | 1.00 | $0 |
| Nathan Blumberg | ||||||
| 14 Thatch Pond Road | Smithtown | NY | 11787 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Morgan Stanley | |||||
| 399 Park Avenue 12th Floor | New York | NY | 10022 | Financial Advisory | $39,566 |
| Joseph Katz | |||||
| 100 Riverside Blvd Apt 7F | New York | NY | 10069 | Scientific Advisory | $36,250 |
| Eve Marder | |||||
| Brandeis University | Waltham | MA | 02454 | Scientific Advisory | $1,000 |
| Tatyana Sharpee | |||||
| The Salk Institute | La Jolla | CA | 92037 | Scientific Advisory | $1,000 |
| Terrence Sejnowski | |||||
| 1269 Law Street | San Diego | CA | 92109 | Scientific Advisory | $4,750 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Funded research in the fields of applied science and engineering conducted by researchers at the University of California, San Diego. | Description1Txt |
| Expenses1 | $360,000 | Expenses1Amt |
| Description2 | Funded research in the field of computational neuroscience conducted by scientists at Princeton University. | Description2Txt |
| Expenses2 | $135,000 | Expenses2Amt |
| Description3 | Funded research in the field of computational neuroscience conducted by scientists at Columbia University. | Description3Txt |
| Expenses3 | $135,000 | Expenses3Amt |
| Description4 | Funded research in the field of computational neuroscience conducted by scientists at nine other universities. | Description4Txt |
| Expenses4 | $1,118,771 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,943,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $727,449 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,670,477 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,670,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,585,420 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $279,271 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $279,271 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $803 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $803 | TotalTaxAmt |
| Distributable Before Adj | $278,468 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $278,468 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $278,468 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,800,025 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,800,025 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $278,468 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $832,097 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,398,454 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,767,360 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,371,191 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,316,859 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,685,961 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,800,025 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $278,468 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,521,557 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,207,518 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $832,097 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,375,421 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,398,454 | ExcessFromYear4Amt |
| Excess From Year3 | $1,767,360 | ExcessFromYear3Amt |
| Excess From Year2 | $1,371,191 | ExcessFromYear2Amt |
| Excess From Year1 | $1,316,859 | ExcessFromYear1Amt |
| Excess From Current Year | $1,521,557 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Dr Jerome Swartz | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Univ of Calif San Diego | |||||||
| 9500 Gilman Drive | La Jolla | CA | 92093 | None | N/A | Fund Research | $360,000 |
| California Institute of Tech | |||||||
| 381 Holliston | Pasadena | CA | 91125 | None | N/A | Fund Research | $119,144 |
| Cold Spring Harbor Laboratory | |||||||
| 1 Bungtown Road | Cold Spring Harbor | NY | 11724 | None | Public | Fund Research | $132,394 |
| The Salk Institute | |||||||
| 10010 North Torrey Pines Road | La Jolla | CA | 92037 | None | Public | Fund Research | $75,000 |
| Harvard University | |||||||
| 1350 Massachusetts Avenue | Cambridge | MA | 02138 | None | N/A | Fund Research | $108,181 |
| Brandeis University | |||||||
| 415 South Street | Waltham | MA | 02454 | None | N/A | Fund Research | $129,270 |
| New York University | |||||||
| 4 Washington Place | New York | NY | 10003 | None | N/A | Fund Research | $132,142 |
| Columbia Universtiy | |||||||
| 2960 Broadway | New York | NY | 10027 | None | N/A | Fund Research | $135,000 |
| Princeton University | |||||||
| 4 New South | Princeton | NJ | 08544 | None | N/A | Fund Research | $135,000 |
| University of Washington | |||||||
| Roosevelt Way NE | Seattle | WA | 98115 | None | N/A | Fund Research | $122,640 |
| University of California Berkeley | |||||||
| University Avenue and Oxford St | Berkeley | CA | 94720 | None | N/A | Fund Research | $100,000 |
| UJA Federation of New York | |||||||
| 130 East 59th Street | New York | NY | 10022 | None | N/A | Humanitarian aid. | $100,000 |
| Carnegie Mellon University | |||||||
| 5000 Forbes Avenue | Pittsburgh | PA | 15213 | None | N/A | Fund Research | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,748,771 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $97,772 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$15,266 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $82,521 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,521 | 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 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $1,866 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,866 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank Service Fees | $116 | $116 |
| Directors & Officers Liability Insurance | $1,632 | $1,632 |
| Miscellaneous | $210 | $210 |
| New York State Annual Filing Fee | $250 | $250 |
| Office Equipment | $639 | $639 |
| Program Advisory Fees | $44,000 | $44,000 |
| Web Site Hosting Fees | $4,197 | $4,197 |
| Web Site Maintenance | $210 | $210 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Management Fees on K-1 Schedules | $465 | $465 | $0 | $0 |
| Morgan Stanley Management Fees | $39,566 | $39,566 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Taxes | CategoryTxt |
| Amt | $205 | Amt |
| Adjusted Net Income | $205 | AdjustedNetIncomeAmt |