I T HIRSCHL CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- I T HIRSCHL CHARITABLE TR (EIN 13-6356381)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202501279349101005
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T06:06:22-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 921472936 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADEPTUS ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 244 WEST 54TH STREET 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136356381 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST UWO IRMA T HIRSCHL | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 9145520261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MCLAUGHLIN STERN 260 MADISON | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEO L SCHMOLKA | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-05-07 | 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 | Lawrence S Gitlitz | PreparerPersonNm |
| PTIN | P00095651 | PTIN |
| Phone | 2127588050 | 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 | $44,993,284 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $262,818 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $262,818 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $262,818 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $747,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $747,994 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $747,994 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $175,329 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,986,246 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $175,329 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,718 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,718 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,205,859 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,205,859 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,010,812 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $98,922 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,974 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $65,948 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $58,983 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $19,661 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $39,322 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,333 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,667 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,567 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,567 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $276,779 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $276,779 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $450,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $342,314 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $107,937 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,880,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,880,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,330,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $342,314 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,987,937 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,124,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $863,545 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,010,812 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $112,770 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,369 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,369 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,936,177 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,821,156 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,879,187 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,495,631 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,946,957 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,716,574 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,689,413 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,648,043 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,704,080 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $619,718 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $619,718 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $12,356 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,356 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,233,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,109,599 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,993,284 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $29,233,991 | CapitalStockBOYAmt |
| Capital Stock EOY | $28,109,599 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,233,991 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,109,599 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,233,991 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,109,599 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,233,991 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,124,392 | ExcessRevenueOverExpensesAmt |
| Subtotal | $28,109,599 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,109,599 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CIL COGNIZANT TECH - CLASS ACTION | P | 2000-01-01 | 2024-01-23 | $1,795 | $1,795 | $1,795 | |
| CIL ALTRIA CLASS ACTION | P | 2000-01-01 | 2024-12-03 | $22 | $22 | $22 | |
| CIL BANK OF AMERICA CLASS ACTION | P | 2000-01-01 | 2024-01-30 | $645 | $645 | $645 | |
| SEE CHARLES SCHWAB STMT | P | 2024-01-01 | 2024-12-31 | $2,625,000 | $2,625,000 | ||
| SEE CHARLES SCHWAB STMT | P | 2000-01-01 | 2024-12-31 | $4,872,331 | -$452,021 | -$452,021 | $5,324,352 |
| SEE CHARLES SCHWAB STMT | P | 2000-01-01 | 2024-12-31 | $2,486,453 | $624,888 | $624,888 | $1,861,565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $175,329 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,003 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,003 | SubtotalAmt |
| Tax Based On Investment Income | $12,003 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $404 | EsPenaltyAmt |
| Tax Due | $12,407 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIM FELTHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124550422 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MCLAUGHLIN STERN 260 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LEO L SCHMOLKA | ||||||
| C/O ADEPTUS 733 RT 35 N | OCEAN | NJ | 07712 | Trustee | 1.00 | $49,461 |
| STEPHEN E JACOBS | ||||||
| C/O ADEPTUS 733 RT 35 N | OCEAN | NJ | 07712 | Trustee | 1.00 | $49,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCLAUGHLIN & STERN LLP | |||||
| 260 MADISON AVENUE | NEW YORK | NY | 10016 | LEGAL | $58,983 |
| CANNELL & CO | |||||
| 545 MADISON AVENUE | NEW YORK | NY | 10022 | INVESTMENT ADVISORY | $276,779 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,174,217 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,819 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $309,859 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,580,895 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $43,580,895 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $653,713 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,927,182 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,146,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,146,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,003 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,003 | TotalTaxAmt |
| Distributable Before Adj | $2,134,356 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,134,356 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,134,356 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,987,937 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,987,937 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,134,356 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $309,929 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $202,926 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $375,167 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $191,787 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,079,809 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,987,937 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,987,937 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $146,419 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $146,419 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $933,390 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $163,510 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $769,880 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $202,926 | ExcessFromYear3Amt |
| Excess From Year2 | $375,167 | ExcessFromYear2Amt |
| Excess From Year1 | $191,787 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 111 E210TH STREET | BRONX | NY | 10467 | NONE | PC | CHARITABLE | $400,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| 525 EAST 68TH STREET BOX 156 | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE | $360,000 |
| WEILL MEDICAL COLLEGE-CORNELL UNIV | |||||||
| 341 PINE TREE ROAD | ITHACA | NY | 14850 | NONE | PC | CHARITABLE | $280,000 |
| ICAHN SCHOOL OF MEDICINE - MT SINAI | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | CHARITABLE | $360,000 |
| NYU SCHOOL OF MEDICINE | |||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE | $360,000 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,880,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,818 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $747,994 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $175,329 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASS -THRU - FERNWOOD ASSOC. | Desc |
| Related Or Exempt Function Incm | $19,718 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,010,812 | ExclusionAmt |
| Related Or Exempt Function Incm | $195,047 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,205,859 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $1,333 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,667 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,648,043 | EOYBookValueAmt |
| EOYFMV | $3,704,080 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $15,862,026 | $32,554,774 |
| INVESTMENTS AT STIFEL | $4,084,931 | $4,161,800 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,821,156 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,879,187 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCLAUGHLIN & STERN | CategoryTxt |
| Legal Fees | $58,983 | LegalFeesAmt |
| Net Investment Income | $19,661 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $39,322 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| EOY Book Value | $12,356 | EOYBookValueAmt |
| EOYFMV | $12,356 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $276,779 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $276,779 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASS -THRU - FERNWOOD ASSOC. | Desc |
| Revenue And Expenses Per Books | $19,718 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $19,718 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $11,567 | Amt |
| Net Investment Income | $11,567 | NetInvestmentIncomeAmt |