1727 FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- 1727 FOUNDATION (EIN 86-2710585)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202431369349105803
- Schema version
- 2023v5.0
- 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 Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T20:08:10-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CAMPUS DR | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079321041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 862710585 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1727 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 1727 | BusinessNameControlTxt |
| Phone | 2124091900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 MADISON AVENUE 33RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARRIE A QUINN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124091900 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CARRIE | PersonFirstNm |
| Person Last | QUINN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN SCHEID | PreparerPersonNm |
| PTIN | P01379350 | PTIN |
| Phone | 9732364000 | PhoneNum |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $39,994,711 | 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 | $1,164,276 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,923,435 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,923,435 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $944,517 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $147,101,528 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $944,517 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,032,228 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,867,952 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $75,871 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,793 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $59,469 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,902 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,902 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $108,773 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,871 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,854,341 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,854,341 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,963,114 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,919,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,069,114 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,864,159 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,134,155 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,185,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,185,155 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $28,740,997 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,809,556 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,809,556 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $38,875,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,994,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,994,711 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $38,875,152 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,994,711 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,875,152 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,994,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,875,152 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,994,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,875,152 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,069,114 | ExcessRevenueOverExpensesAmt |
| Other Increases | $45,000 | OtherIncreasesAmt |
| Subtotal | $40,989,266 | SubtotalAmt |
| Other Decreases | $994,555 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,994,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 2,511,000 SHARES US TREASURY BILL 10/31/24 @ 99.32813 | P | 2023-03-13 | $2,494,129 | $2,497,190 | -$3,061 | -$3,061 |
| 11,626,000 SHARES US TREASURY BILL | P | 2023-03-10 | $11,343,788 | $11,343,788 | $0 | $0 |
| 10,362,000 SHARES US TREASURY BILL | P | 2023-03-09 | $10,117,036 | $10,117,036 | $0 | $0 |
| 5,202,000 SHARES US TREASURY BILL | P | 2023-02-16 | $5,082,558 | $5,082,558 | $0 | $0 |
| 11,501,000 SHARES US TREASURY BILL | P | 2023-02-15 | $11,281,629 | $11,281,629 | $0 | $0 |
| 10,224,000 SHARES US TREASURY BILL | P | 2023-02-10 | $9,999,969 | $9,999,969 | $0 | $0 |
| 10,190,000 SHARES US TREASURY BILL | P | 2023-02-07 | $10,023,850 | $10,023,850 | $0 | $0 |
| 362 SHARES MERCADOLIBRE INC | D | 2023-04-12 | $439,600 | $189,069 | $250,531 | $250,531 |
| 102,000 SHARES US TREASURY BILL | P | 2023-04-27 | $99,393 | $99,393 | $0 | $0 |
| 51,633 SHARES NU HOLDINGS LTD | D | 2023-05-30 | $349,609 | $10,208 | $339,401 | $339,401 |
| 8,000 SHARES US TREASURY BILL | P | 2023-06-14 | $7,873 | $7,873 | $0 | $0 |
| 30,300 SHARES OF US TREASURY BILL | P | 2023-06-15 | $29,819 | $29,819 | $0 | $0 |
| 50,731 SHARES NU HOLDINGS LTD | D | 2023-06-16 | $375,068 | $10,030 | $365,038 | $365,038 |
| 3,011,700 SHARES US TREASURY BILL | P | 2023-06-20 | $2,938,757 | $2,938,757 | $0 | $0 |
| 4,000 SHARES US TREASURY BILL | P | 2023-06-26 | $3,898 | $3,898 | $0 | $0 |
| 11,660,000 SHARES US TREASURY BILL | P | 2023-06-30 | $11,362,704 | $11,362,704 | $0 | $0 |
| 10,300,000 SHARES US TREASURY BILL 09/07/23 @ 99.047675 | P | 2023-07-03 | $10,037,211 | $10,041,318 | -$4,107 | -$4,107 |
| 5,325,000 SHARES US TREASURY BILL | P | 2023-07-07 | $5,086,036 | $5,086,036 | $0 | $0 |
| 3,748,000 SHARES US TREASURY BILL | P | 2023-09-06 | $3,684,572 | $3,684,572 | $0 | $0 |
| 10,000 SHARES US TREASURY BILL | P | 2023-09-14 | $9,738 | $9,738 | $0 | $0 |
| 11,844,000 SHARES US TREASURY BILL | P | 2023-09-19 | $11,533,363 | $11,533,363 | $0 | $0 |
| 5,074,000 SHARES US TREASURY BILL 12/28/23 @ 98.5359 | P | 2023-09-20 | $4,940,922 | $4,944,207 | -$3,285 | -$3,285 |
| 312,000 SHARES US TREASURY BILL | P | 2023-10-11 | $304,019 | $304,019 | $0 | $0 |
| 5,085,000 SHARES US TREASURY BILL | P | 2023-10-24 | $4,954,925 | $4,954,925 | $0 | $0 |
| 31,000 SHARES US TREASURY BILL | P | 2023-11-06 | $29,523 | $29,523 | $0 | $0 |
| 3,884,000 SHARES US TREASURY BILL | P | 2023-11-13 | $3,699,008 | $3,699,008 | $0 | $0 |
| 26,000 SHARES US TREASURY BILL | P | 2023-12-01 | $24,733 | $24,733 | $0 | $0 |
| 11,226,000 SHARES US TREASURY BILLS | P | 2023-12-08 | $10,667,292 | $10,667,292 | $0 | $0 |
| 10,808,775 SHARES JP MORGAN CHASE BANK - USD 91 DAYS TIME DEPOSITS | P | 2023-12-08 | $10,808,775 | $10,808,775 | $0 | $0 |
| 5,408,000 SHARES US TREASURY BILL | P | 2023-12-14 | $5,144,390 | $5,144,390 | $0 | $0 |
| 1,000 SHARES JPM 100% US TREAS FD - PREMIER FUND | P | 2023-12-15 | $1,000 | $1,000 | $0 | $0 |
| 226,341 SHARES JPM 100% US TREAS FD - PREMIER FUND | P | 2023-12-21 | $226,341 | $226,341 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $944,517 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,812 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,812 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,812 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,507 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,507 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $10,315 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES C PARSONS | IndividualWithBooksNm |
| Phone | 2124091900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 PARK AVENUE 25TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| CARRIE A QUINN | ||||||||
| 450 PARK AVE 25TH FLOOR | NEW YORK | NY | 10022 | PRESIDENT AND TREASURER | 1.00 | $0 | $0 | $0 |
| JAMES C PARSONS | ||||||||
| 450 PARK AVE 25TH FLOOR | NEW YORK | NY | 10022 | VICE PRESIDENT AND SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTERSON BELKNAP WEBB & TYLER LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL SERVICES | ServiceTypeTxt |
| Compensation | $55,676 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,419,209 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,715,455 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,134,664 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,134,664 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $602,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,532,644 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,976,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,976,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,812 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,812 | TotalTaxAmt |
| Distributable Before Adj | $1,936,820 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,936,820 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,936,820 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,919,212 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,919,212 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,936,820 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,854,341 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,919,212 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,854,341 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,871 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,871,949 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES C PARSONS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLEAN AIR TASK FORCE | |||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI NEW YORK | |||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 100295674 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $8,000 |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $15,000 |
| PARTNERSHIP SCHOOLS | |||||||
| 25 E DRACHMAN ST | TUCSON | AZ | 85705 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 |
| ROCKFELLER PHILANTHROPY ADVISORS INC | |||||||
| 120 BROADWAY SUITE 3475 | NEW YORK | NY | 10271 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 |
| SAINT DAVIDS SCHOOL OF NEW YORK | |||||||
| 12 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $320,000 |
| THE CONVENT OF THE SACRED HEART SCHOOL OF NEW YORK | |||||||
| 1 EAST 91ST STREET | NEW YORK | NY | 10128 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $30,000 |
| TUFTS UNIVERSITY SCHOOL OF MEDICINE | |||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $1,331,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,854,341 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,923,435 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $944,517 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,867,952 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,867,952 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $16,809,556 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $16,809,556 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $75,871 | LegalFeesAmt |
| Net Investment Income | $3,793 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $59,469 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON CONTRIBUTED SECURITIES | Desc |
| Amt | $994,555 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE CORPORATION FEE | $235 | $0 | $235 |
| NYS CHARITIES BUREAU | $750 | $0 | $750 |
| STATIONERY AND SUPPLIES | $917 | $0 | $917 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS WRITTEN IN 2023, CLEARED IN 2024 | Desc |
| Amt | $45,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CASSUTO DESIGN LLC | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INTERNAL REVENUE SERVICE | CategoryTxt |
| Amt | $27,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |