ALBERT & MARY LASKER FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT & MARY LASKER FOUNDATION INC (EIN 13-1680062)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202413169349102116
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2024-11-11T11:35:43-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 934005608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ODonoghue & Lamb CPAs PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3630 Hill Boulevard Suite 202 | AddressLine1Txt |
| City | Jefferson Valley | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10535 | 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 | 131680062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT & MARY LASKER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 2122860222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 LEXINGTON AVENUE 32ND FLOOR A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10174 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR CLAIRE POMEROY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-11-11 | 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 | Diana M Lamb CPA | PreparerPersonNm |
| PTIN | P03003955 | PTIN |
| Phone | 9147695005 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $92,972,371 | 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 | $273,315 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,740 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,740 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,740 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,337,191 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,330,561 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,330,561 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,306,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,829,378 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,525,434 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $506,624 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$156,169 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$283,121 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$283,121 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,768,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,579,614 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,560,804 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $539,169 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $539,169 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $623,184 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $130,869 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $130,869 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $497,096 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $210,186 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,273 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $12,273 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $197,913 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,225 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $4,225 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $204,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $40,860 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $40,860 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $154,913 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,022,782 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $771,875 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $771,875 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $265,540 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $352,969 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67,845 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $67,845 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $56,477 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,972 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $281,852 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $281,852 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $39,146 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $117 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $117 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $40,346 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $185,309 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $188,523 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,133,691 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $213,079 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $213,079 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $942,221 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,602,785 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,236,918 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,236,918 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,168,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $900,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $900,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,503,485 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,236,918 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,236,918 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,068,975 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$735,433 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,342,696 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $323,886 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $282,955 | CashBOYAmt |
| Cash EOY | $181,647 | CashEOYAmt |
| Cash EOYFMV | $181,647 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,049,130 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,049,114 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,049,114 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $33,464 | AcctRcvblAmt |
| Acct Rcvbl BOY | $22,547 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $33,464 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $33,464 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $263,352 | PledgesRcvblBOYAmt |
| Prepaid Expenses BOY | $340,440 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $305,593 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $305,593 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,974,717 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $5,116,406 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,358,336 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,358,336 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $72,544,260 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $77,481,531 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,481,531 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $143,952 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $136,895 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,930 | LandBOYAmt |
| Land EOY | $7,057 | LandEOYAmt |
| Land EOYFMV | $7,057 | LandEOYFMVAmt |
| Other Assets BOY | $808,174 | OtherAssetsBOYAmt |
| Other Assets EOY | $555,629 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $555,629 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $88,411,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,972,371 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $92,972,371 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $212,123 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $185,388 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,026,385 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $831,800 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,238,508 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,017,188 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $36,064,527 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $37,724,372 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $51,108,876 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $54,230,811 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,173,403 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,955,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $88,411,911 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $92,972,371 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,173,403 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$735,433 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,517,214 | OtherIncreasesAmt |
| Subtotal | $91,955,184 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $91,955,184 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,525,434 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $506,624 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,463 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $46,463 | SubtotalAmt |
| Tax Based On Investment Income | $46,463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $192,227 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $192,227 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $145,764 | OverpaymentAmt |
| Applied To ES Tax | $145,764 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | Yes (true) | 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 | www.laskerfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ODONOGHUE & LAMB CPAS PLLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9147695005 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3630 HILL BOULEVARD SUITE 202 | AddressLine1Txt |
| City | JEFFERSON VALLEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105351513 | 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 | Yes (true) | 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 (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| ALFRED SOMMER MD MHS | |||||||
| 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | Director | 1.00 | $0 | |
| CHRISTOPHER W BRODY | |||||||
| 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | Director | 1.00 | $0 | |
| WILLIAM H HAMMOND | |||||||
| 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | Director | 1.00 | $0 | |
| MARSHALL W FORDYCE MD | |||||||
| 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | SEC & TREAS/DIR | 1.00 | $0 | |
| JOSEPH L GOLDSTEIN MD | |||||||
| 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | Director | 1.00 | $0 | |
| SOLOMON SNYDER MD | |||||||
| 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | Director | 1.00 | $0 | |
| JORDAN U GUTTERMAN MD | |||||||
| 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | Director | 1.00 | $0 | |
| CLAIRE POMEROY MD MBA | |||||||
| 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | President | 40.00 | $503,896 | $35,273 |
| CHRIS JONES | |||||||
| 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | Director | 1.00 | $0 | |
| RUSSELL STEENBERG | |||||||
| 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | Director | 1.00 | $0 | |
| ELIZABETH G NABEL MD | |||||||
| 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | Director | 1.00 | $0 | |
| E Albert Reece MD PhD MBA | |||||||
| 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | Director | 1.00 | $0 | |
| MARGARET A HAMBURG MD | |||||||
| 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | Director | 1.00 | $0 | |
| ELIAS A ZERHOUNI MD | |||||||
| 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | Director | 1.00 | $0 | |
| ANTHONY B EVNIN Ph D | |||||||
| 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | Chairman | 1.00 | $0 | |
| SHERRY LANSING | |||||||
| 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | Director | 1.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID N KEEGAN | ||||||
| 405 LEXINGTON AVE 32ND FLR STE A | NEW YORK | NY | 10174 | SENIOR PROGRAM DIR | 40.00 | $179,923 |
| LUCY J RINALDI | ||||||
| 405 LEXINGTON AVE 32ND FLR STE a | NEW YORK | NY | 10174 | CHIEF INVESTMENT | 25.00 | $110,604 |
| BEATRICE RENAULT | ||||||
| 405 LEXINGTON AVE 32ND FLR STE A | NEW YORK | NY | 10174 | STRATEGY OFFICER | 22.00 | $178,812 |
| COURTNEY NANDAGIRI | ||||||
| 405 LEXINGTON AVE 32ND FLR STE A | NEW YORK | NY | 10174 | PROJECT MANAGER | 40.00 | $118,625 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERIDIAN PRINTING | |||||
| PO BOX 842078 | BOSTON | MA | 022842078 | PRINTING | $141,233 |
| CREWCIAL PARTNERS LLC | |||||
| PO BOX 2008 | RIVER VALE | NJ | 07675 | INVESTMENT CONSULT | $209,502 |
| R&S CHRYSLER LLC | |||||
| RFR REALTY 107 ELM ST STE 4010 | STAMFORD | CT | 06902 | RENT | $250,099 |
| RUBENSTEIN COMMUNICATION INC | |||||
| 825 EIGHT AVENUE | NEW YORK | NY | 100197416 | CONSULTING | $125,486 |
| BENCIVENGA WARD & COMPANY CPAs PC | |||||
| 420 COLUMBUS AVE SUITE 304 | VALHALLA | NY | 10595 | ACCOUNTING & TAX | $144,323 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ALBERT AND MARY LASKER MEDICAL RESEARCH AWARDS RECOGNIZE AND HONOR INDIVIDUALS OR GROUPS WHO HAVE MADE SIGNIFICANT CONTRIBUTIONS IN BASIC OR CLINICAL RESEARCH AND IN SPECIAL ACHIEVEMENT OR PUBLIC SERVICE ON BEHALF OF HEALTH AND MEDICAL RESEARCH IN THE DISEASES THAT ARE THE MAIN CAUSES OF DEATH AND DISABILITY. | Description1Txt |
| Expenses1 | $2,367,756 | Expenses1Amt |
| Description2 | OTHER PROGRAMS SUPPORT NEW INITIATIVES THAT FURTHER THE FOUNDATION'S MISSION. THESE INITIATIVES INCLUDE EDUCATIONAL FORUMS, SCHOLARLY STUDY, AND STUDY GROUPS. | Description2Txt |
| Expenses2 | $678,612 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $89,726,767 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $316,668 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $90,043,435 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $90,043,435 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,350,652 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,692,783 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,434,639 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,068,975 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $3,098 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,072,073 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1974-02-14 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $323,886 | CurrentYearAmt |
| Year2 | $1,187,434 | Year2Amt |
| Year3 | $1,359,719 | Year3Amt |
| Total | $2,871,039 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $275,303 | CurrentYearAmt |
| Year2 | $1,009,319 | Year2Amt |
| Year3 | $1,155,761 | Year3Amt |
| Total | $2,440,383 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,072,073 | CurrentYearAmt |
| Year1 | $4,188,284 | Year1Amt |
| Year2 | $3,360,413 | Year2Amt |
| Year3 | $2,452,979 | Year3Amt |
| Total | $14,073,749 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,072,073 | CurrentYearAmt |
| Year1 | $4,188,284 | Year1Amt |
| Year2 | $3,360,413 | Year2Amt |
| Year3 | $2,452,979 | Year3Amt |
| Total | $14,073,749 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,956,426 | CurrentYearAmt |
| Year1 | $3,073,923 | Year1Amt |
| Year2 | $3,206,407 | Year2Amt |
| Year3 | $2,554,442 | Year3Amt |
| Total | $11,791,198 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALBERT MARY LASKER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 LEXINGTON AVENUE 32ND FLR SUITE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10174 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2122860222 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 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 | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RESEARCH AMERICA | ||||||||||||
| 1101 KING STREET SUITE 520 | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| DAVID HUANG | ||||||||||||
| 1233 SW 57TH AVENUE | PORTLAND | OR | 97221 | NONE | I | GENERAL AWARD | $100,000 | |||||
| THE GEORGE WASHINGTON UNIVERSITY | ||||||||||||
| 2175 K STREET SUITE 257 | WASHINGTON | DC | 20037 | NONE | PC | RISING STAR | $5,000 | |||||
| SCIENCE COMMUNICATION LAB | ||||||||||||
| 767 41ST STREET | OAKLAND | CA | 94609 | NONE | PC | GENERAL AWARD | $20,000 | |||||
| UNIVERSITY OF TEXAS | ||||||||||||
| 401 Congress Avenue 12th Floor | Austin | TX | 78701 | NONE | PC | SUPPORT FOR ETHICS IN SCIENCE PHILANTHROPY | $25,100 | |||||
| DEMIS HASSABIS | ||||||||||||
| NONE | I | GENERAL AWARD | $125,000 | 73 PRIORY GARDENS | LONDON | UK | N6 5QU | |||||
| JOHN JUMPER | ||||||||||||
| NONE | I | GENERAL AWARD | $125,000 | 21 THE PARK | SAINT ALBANS | UK | LONDON | |||||
| JAMES FUJIMOTO | ||||||||||||
| 595 HIGH STREET | MEDFORD | MA | 02155 | NONE | I | GENERAL AWARD | $100,000 | |||||
| U MASSACHUSETTS AMHERST FOUNDATION | ||||||||||||
| 134 HICKS WAY | AMHERST | MA | 01003 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| PIET BORST | ||||||||||||
| NONE | I | GENERAL AWARD | $250,000 | MEENTWEG 87 | BUSSUM | NL | 1406KE | EUROPE | ||||
| UCLA FOUNDATION | ||||||||||||
| 10889 WILSHIRE BLVD | LOS ANGELES | CA | 90095 | NONE | PC | INTERVENTIONAL CARDIOLOGY PROGRAM | $500 | |||||
| JEFFERSON COUNTY ANIMAL CONTROL | ||||||||||||
| 107 E PERKINGS AVENUE | MT VERNON | IL | 62864 | NONE | PC | GENERAL OPERATING SUPPORT | $100 | |||||
| MASSACHUSETTS INSTITUTE OF TECHNOLO | ||||||||||||
| PO BOX 412926 | BOSTON | MA | 02241 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| AMHERST-PELHAM REGIONAL SCHOOL DIST | ||||||||||||
| 170 CHESTNUT STREET | AMHERST | MA | 01002 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $900,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,740 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,337,191 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $291,381 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,306,975 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBIT FROM K-1 INVESTMENTS | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $135,212 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $135,212 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,359,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,494,737 | 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 (15 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ELIZABETH GARY NABEL | |||||||
| 1 | 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | $5,000 | Yes (X) | |
| RUSSELL STEENBERG | |||||||
| 2 | 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10017 | $10,000 | Yes (X) | |
| ZERHOUNI FAMILY FOUNDATION | |||||||
| 3 | 1107 BOTETOURT GARDENS | NORFOLK | VA | 23507 | $20,000 | Yes (X) | |
| TOTAL CONTRIBUTIONS UNDER 5000 | |||||||
| 4 | 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | $13,810 | Yes (X) | |
| ANTHONY EVNIN | |||||||
| 5 | 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | $57,650 | Yes (X) | |
| WILLARD KATHARINE OVERLOCK | |||||||
| 6 | 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | $5,000 | Yes (X) | |
| PEW CHARTIABLE TRUSTS | |||||||
| 7 | 901 E STREET NW 10TH FLOOR | WASHINGTON | DC | 20004 | $7,855 | Yes (X) | |
| JOSEPH GOLDSTEIN | |||||||
| 8 | 405 LEXINGTON AVE 32ND FLR | NEW YORK | NY | 10174 | $10,000 | Yes (X) | |
| NIH FOUNDATION | |||||||
| 9 | 9000 ROCKVILLE PIKE | NORTH BETHESDA | MD | 20892 | $26,000 | Yes (X) | |
| FIDELTY CHARITABLE | |||||||
| 10 | PO BOX 77001 | CINCINATTI | OH | 45277 | $70,000 | Yes (X) | |
| VANGUARD CHARITABLE | |||||||
| 11 | 2670 WARWICK AVENUE | WARWICK | RI | 02889 | $8,000 | Yes (X) | |
| SOLOMON SNYDER | |||||||
| 12 | 405 LEXINGTON AVENUE 32ND FL | NEW YORK | NY | 10174 | $10,000 | Yes (X) | |
| JEWISH COMMUNAL FUND | |||||||
| 13 | 575 MADISON AVE STE 703 | NEW YORK | NY | 10022 | $15,000 | Yes (X) | |
| SCHWAB CHARITABLE TRUST | |||||||
| 14 | 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | $5,000 | Yes (X) | |
| FORDYCE REVOCABLE TRUST FUND | |||||||
| 15 | 405 LEXINGTON AVE 32ND FLOOR | NEW YORK | NY | 10174 | $10,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 5 | ContributorNum |
| Noncash Property | STOCK CONTRIBUTION - NET | NoncashPropertyDesc |
| Fair Market Value | $57,650 | FairMarketValueAmt |
| Received | 2023-06-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING AND TAX | $155,940 | $31,188 | $31,188 | $113,135 |
| AUDIT | $48,360 | $9,672 | $9,672 | $41,778 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HS MANAGEMENT | $4,358,336 | $4,358,336 |
| SMITH BARNEY - STOCKS |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (61 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VESSEY STREET FUND III,L.P. | FMV | $26,559 | $26,559 |
| NEW ENTERPRISE ASSOCIATES 12 LP | FMV | $46,320 | $46,320 |
| THE COLCHESTER GLOBAL BOND FUND | FMV | $3,604,549 | $3,604,549 |
| WARBURG PINCUS 3285 | FMV | $18,544 | $18,544 |
| COMMONFUND PRIVATE EQUITY PARTNERS,LP | FMV | ||
| FARALLON INVESTMENTS | FMV | $10,784 | $10,784 |
| SILCHESTER TOBACCO FREE INT'L TRUST | FMV | $6,701,255 | $6,701,255 |
| WARBURG PINCUS 3640 | FMV | $1,445 | $1,445 |
| ABERDEEN/HIGHVISTA | FMV | $472,133 | $472,133 |
| WESTWOOD CAPITAL | FMV | $4,221,602 | $4,221,602 |
| RCP FUND | FMV | $317,247 | $317,247 |
| ABRAMS | FMV | $722,226 | $722,226 |
| CANYON VALUE | FMV | $1,815,848 | $1,815,848 |
| NEW ENTERPRISE ASSOCIATES 14LP | FMV | $2,340,989 | $2,340,989 |
| WP XI PARTNERS | FMV | $707,090 | $707,090 |
| DEERFIELD | FMV | $645,465 | $645,465 |
| HIGHBROOK | FMV | $2,119,408 | $2,119,408 |
| TIGER GLOBAL VIII | FMV | $104,966 | $104,966 |
| TIGER GLOBAL IX | FMV | $523,849 | $523,849 |
| WP ENERGY | FMV | $418,830 | $418,830 |
| CEVIAN CAPITAL | FMV | $3,260,595 | $3,260,595 |
| FOUR RIVERS III | FMV | $463,259 | $463,259 |
| NEA 15 | FMV | $790,410 | $790,410 |
| WP XII PARTNERS | FMV | $1,227,173 | $1,227,173 |
| BERKSHIRE | FMV | $1,153,062 | $1,153,062 |
| FOUR RIVERS IV | FMV | $2,741,234 | $2,741,234 |
| MARBLE RIDGE | FMV | $22,830 | $22,830 |
| NEA 16 | FMV | $804,904 | $804,904 |
| NIPPON | FMV | ||
| BAIN CAPITAL 19 | FMV | $1,766,951 | $1,766,951 |
| VENROCK | FMV | $1,651,513 | $1,651,513 |
| BLS | FMV | ||
| GOBI | FMV | $3,912,974 | $3,912,974 |
| FOUR RIVERS VENTURE LP | FMV | $482,488 | $482,488 |
| HELLMAN & FRIEDMAN IX | FMV | $2,112,432 | $2,112,432 |
| NEA 17 | FMV | $642,829 | $642,829 |
| NITORIUM | FMV | $3,130,776 | $3,130,776 |
| WP GLOBAL GROWTH | FMV | $1,828,498 | $1,828,498 |
| CORRE OPPORTUNITIES | FMV | $2,402,035 | $2,402,035 |
| CDR FUND IX | FMV | $1,568,883 | $1,568,883 |
| CDR FUND X | FMV | $2,542,212 | $2,542,212 |
| CDR FUND XI | FMV | $838,703 | $838,703 |
| CONSONANCE | FMV | $634,686 | $634,686 |
| FOSSE CAPITAL | FMV | $2,517,815 | $2,517,815 |
| AFR | FMV | $1,952,377 | $1,952,377 |
| BAIN CAPITAL 2021 | FMV | $838,913 | $838,913 |
| FPR PARTNERS | FMV | $1,694,135 | $1,694,135 |
| GENERAL ATLANTIC | FMV | $1,305,846 | $1,305,846 |
| HELLMAN & FRIEDMAN X | FMV | $1,241,489 | $1,241,489 |
| INSIGHT | FMV | $710,020 | $710,020 |
| ONE EQUITY PARTNERS | FMV | $1,882,343 | $1,882,343 |
| BAIN CAPITAL 2022 | FMV | $120,699 | $120,699 |
| CDR VALUE BUILDING PARTNERS | FMV | $785,697 | $785,697 |
| FORAGER FUND | FMV | $2,268,397 | $2,268,397 |
| FOUR RIVERS V | FMV | $424,473 | $424,473 |
| WP GG14 | FMV | $297,845 | $297,845 |
| LUX VENTURES VIII | FMV | $73,393 | $73,393 |
| P2 NEXXT OFFSHORE FUND LP | FMV | $856,554 | $856,554 |
| BBH FUNDS | FMV | ||
| BROWN CAPITAL MGMT | FMV | $850,279 | $850,279 |
| JACKSON SQUARE | FMV | $863,700 | $863,700 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $131,648 | $127,081 | $4,567 | $4,567 |
| Improvements | $12,304 | $9,814 | $2,490 | $2,490 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $4,225 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,225 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROU - LEASE ASSETS | $995,359 | $995,359 | $995,359 |
| ROU - LEASE ASSETS - AMORT | -$249,062 | -$501,607 | -$501,607 |
| SECURITY DEPOSITS | $61,877 | $61,877 | $61,877 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| BANK SERVICE CHARGES AND PROCESSING FEES | $1,555 | $1,555 | ||
| COPYRIGHT & PERMISSIONS | $7,926 | $7,926 | ||
| DUES & SUBSCRIPTIONS | $111,075 | $111,526 | ||
| EQUIPMENT RENTAL AND MAINT. | $16,426 | $17,409 | ||
| FILING FEES | $1,701 | |||
| GIFTS | $8,939 | $8,939 | ||
| INSURANCE | $21,578 | $21,578 | ||
| INVESTMENT EXPENSE | $206,399 | $207,979 | $207,979 | |
| MEDICAL RESEARCH | $537,633 | $537,633 | ||
| MISCELLANEOUS | $3,131 | $3,131 | ||
| OFFICE SUPPLIES & OTHER EXP | $1,091 | $639 | ||
| PAYROLL PROCESSING FEES | $19,213 | $14,218 | $4,995 | $4,995 |
| POSTAGE & DELIVERY | $12,514 | $14,532 | ||
| PROGRAM EXPENSE | $148,605 | $167,394 | ||
| STORAGE | $7,599 | $7,599 | ||
| TELEPHONE | $10,461 | $10,580 | $105 | $105 |
| Website | $17,845 | $17,562 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Other Investment Income | -$291,381 | -$283,121 | -$283,121 |
| UBIT FROM K-1 INVESTMENTS | $135,212 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $222,189 | $300,000 |
| ROU LEASE LIABILITY | $804,196 | $531,800 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTANTS - INVESTMENTS | $209,502 | $209,502 | $209,502 | $0 |
| CONSULTANTS - OTHER | $123,987 | $0 | $0 | $138,620 |
| CONSULTANTS - RETIREMENT | $1,450 | $0 | $0 | $1,450 |
| INVESTMENT ADVISORY FEES | $562,373 | $562,373 | $562,373 | $0 |
| PUBLIC RELATIONS | $125,470 | $0 | $0 | $125,470 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE & UBIT TAXES | $124,437 | |||
| FOREIGN TAXES | $57,879 | $57,879 | $57,879 | |
| PAYROLL TAXES | $66,443 | $9,966 | $9,966 | $56,477 |
| UBIT TAX | $104,210 |