G HAROLD AND LEILA MATHERS CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- G HAROLD AND LEILA MATHERS CHARITABLE FOUNDATION (EIN 23-7441901)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349104561
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T12:32:23-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 WESTCHESTER AVE SUITE N-328 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | 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 | 237441901 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE G HAROLD & LEILA Y MATHERS | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GHAR | BusinessNameControlTxt |
| Phone | 9142420465 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVENUE N-503 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105731373 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A HANDELMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9142420465 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PASQUA PATTI IENGO | PreparerPersonNm |
| PTIN | P01062266 | PTIN |
| Phone | 9149492990 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| 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 | $363,159,297 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,979,328 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,979,328 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,120,545 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,947,426 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,120,545 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,391,388 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,391,388 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,491,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,491,261 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $935,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $895,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $72,832 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $72,832 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $453 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $453 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,248 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,248 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $989,161 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $989,161 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $346,202 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,930 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,968 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $49,810 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $49,810 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,320,855 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,215,237 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $105,618 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,754,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,235,328 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,158,961 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,541,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,465,249 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,295,854 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,235,328 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,624,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,195,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,255,933 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $928,513 | CashBOYAmt |
| Cash EOY | $775,456 | CashEOYAmt |
| Cash EOYFMV | $775,456 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,536,603 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,698,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,698,146 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $429,747 | AcctRcvblAmt |
| Acct Rcvbl BOY | $496,712 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $429,747 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $429,747 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $998,644 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,004,688 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $64,059,604 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,490,249 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $323,818,423 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $500,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $5,107,743 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $371,912 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $4,715,744 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,735,831 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $5,518,711 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $22,762,316 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,348,580 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,458,223 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $174,513 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $165,894 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $13,587 | LandBOYAmt |
| Land EOY | $8,619 | LandEOYAmt |
| Land EOYFMV | $8,619 | LandEOYFMVAmt |
| Other Assets BOY | $409,377 | OtherAssetsBOYAmt |
| Other Assets EOY | $447,284 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $447,284 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $96,422,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,932,556 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $363,159,297 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $96,794 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $329,726 | AccountsPayableEOYAmt |
| Grants Payable BOY | $22,520,191 | GrantsPayableBOYAmt |
| Grants Payable EOY | $18,596,267 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $22,616,985 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,925,993 | 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 | $73,805,471 | RetainedEarningBOYAmt |
| Retained Earning EOY | $81,006,563 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,805,471 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,006,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,422,456 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,932,556 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,805,471 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,195,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,685 | OtherIncreasesAmt |
| Subtotal | $81,006,563 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,006,563 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $11,947,426 | $826,881 | $11,120,545 | $11,120,545 | |||
| 9154SH PROOF DIAGNOSTICS - BANKRUPT | $1,000,000 | -$1,000,000 | -$1,000,000 | P | 2020-11-18 | 2023-08-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,120,545 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $295,457 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $295,457 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $295,457 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $151,381 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $350,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $501,381 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6,160 | EsPenaltyAmt |
| Overpayment | $199,764 | OverpaymentAmt |
| Applied To ES Tax | $199,764 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | TX | 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 | MATHERSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ZACHARY S HANDELMAN | IndividualWithBooksNm |
| Phone | 9142420465 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVENUE N-503 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105731373 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID BOYLE | ||||||||
| 800 WESTCHESTER AVE | RYE BROOK | NY | 10573 | SEC/DIR | 2.00 | $50,000 | $0 | $0 |
| RICHARD HANDELMAN | ||||||||
| 800 WESTCHESTER AVE | RYE BROOK | NY | 10573 | PRES/DIR | 4.00 | $50,000 | $0 | $0 |
| JUDY HERMAN | ||||||||
| 800 WESTCHESTER AVE | RYE BROOK | NY | 10573 | DIRECTOR | 2.00 | $50,000 | $0 | $0 |
| PETER GOTTLIEB | ||||||||
| 800 WESTCHESTER AVE | RYE BROOK | NY | 10573 | DIRECTOR | 2.00 | $50,000 | $0 | $0 |
| HOWARD CHESTER | ||||||||
| 800 WESTCHESTER AVE | RYE BROOK | NY | 10573 | DIRECTOR/EXECUTIVE DIRECTOR | 40.00 | $475,000 | $26,400 | $0 |
| ZACHARY HANDELMAN | ||||||||
| 800 WESTCHESTER AVE | RYE BROOK | NY | 10573 | TREASURER/VP/DIR OF OPERATIONS | 30.00 | $220,000 | $16,800 | $0 |
| DONALD HANDLEMEN | ||||||||
| 800 WESTCHESTER AVE | RYE BROOK | NY | 10573 | DIRECTOR | 2.00 | $40,000 | $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 | MEYER HANDELMAN COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 817 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105770817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $969,893 | 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 | $309,606,369 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,391,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,780,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $348,778,351 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $348,778,351 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,231,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $343,546,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,177,334 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,177,334 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $295,457 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $295,457 | TotalTaxAmt |
| Distributable Before Adj | $16,881,877 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,685 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,887,562 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,887,562 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,624,210 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,624,210 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,887,562 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,042,010 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $964,393 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,085 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,120,856 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,208,344 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,624,210 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,887,562 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $736,648 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,944,992 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,042,010 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,902,982 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $964,393 | ExcessFromYear4Amt |
| Excess From Year3 | $81,085 | ExcessFromYear3Amt |
| Excess From Year1 | $1,120,856 | ExcessFromYear1Amt |
| Excess From Current Year | $736,648 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ZACHARY S HANDELMAN DIR-OPERATIONS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVENUE STE N-503 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105731373 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9142420465 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS A FORMAL 2 STEP APPLICATION PROCESS THAT MUST BE SUBMITTED THROUGH THE MATHERS FOUNDATION'S ONLINE PORTAL. REFER TO MATHERSFOUNDATION.ORG FOR DETAILS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT APPLICATIONS ARE REVIEWED ON A TRIMESTER BASIS. REFER TO MATHERSFOUNDATION.ORG FOR DETAILS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION MAKE GRANTS ONLY TO ORGANIZATIONS HAVING TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND TO THOSE THAT ARE NOT PRIVATE FOUNDATIONS WITHING THE MEANING OF SECTION 509(A), OR IN THE ABSENCE OF SUCH A DETERMINATION, TO A STATE OR ANY POLITICAL SUBDIVISION THEREOF WITHIN THE MEANING OF SEC 170(C)(1), OR A STATE COLLEGE OR UNIVERSITY. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. THE FOUNDATION RARELY PROVIDES GRANTS FOR PERIODS LONGER THAN THREE YEARS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | PC | RESEARCH PROJECT | $180,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||
| 302 E 38TH ST | NEW YORK | NY | 10016 | PC | RESEARCH PROJECT | $229,891 |
| BOSTON COLLEGE | ||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | PC | RESEARCH PROJECT | $10,220 |
| BRANDEIS UNIVERSITY | ||||||
| 415 SOUTH ST | WALTHAM | MA | 02453 | PC | RESEARCH PROJECT | $227,266 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||
| PO BOX 102963 | PASADENA | CA | 91189 | PC | RESEARCH PROJECT | $221,710 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||
| PO BOX 102963 | PASADENA | CA | 91189 | PC | RESEARCH PROJECT | $516,475 |
| CAPROCK CULTURAL ASSOCIATION | ||||||
| 109 N AVENUE N | POST | TX | 79356 | PC | GENERAL PURPOSE | $5,000 |
| CARNEGIE INSTITUTION | ||||||
| 5251 BROAS BRANCH RD NW | WASHINGTON | DC | 20015 | PC | RESEARCH PROJECT | $134,686 |
| CHILDREN'S HOSPITAL CORP (BOSTON CHILDREN'S HOSPITAL) | ||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | PC | RESEARCH PROJECT | $726,302 |
| CHILDREN'S HOSPITAL CORP (BOSTON CHILDREN'S HOSPITAL) | ||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | PC | RESEARCH PROJECT | $454,124 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 900 EUCLID AVE | CLEVELAND | OH | 44195 | PC | RESEARCH PROJECT | $210,833 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 900 EUCLID AVE | CLEVELAND | OH | 44195 | PC | RESEARCH PROJECT | $250,000 |
| COLD SPRING HARBOR LABORATORY | ||||||
| ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | PC | RESEARCH PROJECT | $453,939 |
| COLUMBIA UNIVERSITY | ||||||
| HAVEMEYER HALL | NEW YORK | NY | 10027 | PC | RESEARCH PROJECT | $22,003 |
| COLUMBIA UNIVERSITY | ||||||
| HAVEMEYER HALL | NEW YORK | NY | 10027 | PC | RESEARCH PROJECT | $253,753 |
| CUNY ADVANCED SCIENCE RESEARCH CENTER | ||||||
| 85 ST NICHOLAS TERRACE | NEW YORK | NY | 10031 | PC | RESEARCH PROJECT | $309,343 |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PC | RESEARCH PROJECT | $25,000 |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PC | RESEARCH PROJECT | $673,000 |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PC | RESEARCH PROJECT | $750,000 |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PC | RESEARCH PROJECT | $233,333 |
| DUKE UNIVERSITY | ||||||
| NANALINE H DUKE BUILDING | DURHAM | NC | 27710 | PC | RESEARCH PROJECT | $27,500 |
| DUKE UNIVERSITY | ||||||
| NANALINE H DUKE BUILDING | DURHAM | NC | 27710 | PC | RESEARCH PROJECT | $219,024 |
| FOX CHASE CANCER CENTER | ||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | PC | RESEARCH PROJECT | $6,250 |
| FRIENDS OF MONTECITO LIBRARY | ||||||
| PO BOX 5788 | SANTA BARBARA | CA | 93150 | PC | GENERAL PURPOSE | $20,000 |
| GARZA COUNTY HISTORICAL MUSEUM | ||||||
| 119 N AVENUE NORTH | POST | TX | 79356 | PC | GENERAL PURPOSE | $8,500 |
| HAUPTMAN-WOODWARD MEDICAL RESEARCH INSTITUTE | ||||||
| 700 ELLICOTT ST | BUFFALO | NY | 14203 | PC | RESEARCH PROJECT | $147,488 |
| HOSPICE OF SANTA BARBARA | ||||||
| 2050 ALAMEDA PADRE SERRA | SANTA BARBARA | CA | 93103 | PC | GENERAL PURPOSE | $15,000 |
| ICAHN SCHOOL OF MEDICINE AT MT SINAI | ||||||
| 1 GUSTAVE LEVY PL | NEW YORK | NY | 10029 | PC | RESEARCH PROJECT | $121,077 |
| JOSLIN DIABETES CENTER | ||||||
| ONE JOSLIN PLACE | BOSTON | MA | 02215 | PC | RESEARCH PROJECT | $206,897 |
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | PC | RESEARCH PROJECT | $10,000 |
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | PC | RESEARCH PROJECT | $233,333 |
| LEVELLAND WALLACE THEATER | ||||||
| 823 HOUSTON STREET | LEVELLAND | TX | 79336 | PC | GENERAL PURPOSE | $7,500 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 125 NASHUA STREET | BOSTON | MA | 02114 | PC | RESEARCH PROJECT | $247,500 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||
| 77 MASSACHUSETTS AVE | BOSTON | MA | 02139 | PC | RESEARCH PROJECT | $227,061 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||
| 77 MASSACHUSETTS AVE | BOSTON | MA | 02139 | PC | RESEARCH PROJECT | $300,000 |
| MD ANDERSON CANCER CENTER | ||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | PC | RESEARCH PROJECT | $358,260 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PC | RESEARCH PROJECT | $179,820 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PC | RESEARCH PROJECT | $225,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PC | RESEARCH PROJECT | $249,999 |
| NEW YORK UNIVERSITY | ||||||
| 550 FIRST AVE | NEW YORK | NY | 10016 | PC | RESEARCH PROJECT | $29,166 |
| NEW YORK UNIVERSITY | ||||||
| 550 FIRST AVE | NEW YORK | NY | 10016 | PC | RESEARCH PROJECT | $265,742 |
| NEW YORK UNIVERSITY | ||||||
| 550 FIRST AVE | NEW YORK | NY | 10016 | PC | RESEARCH PROJECT | $150,000 |
| NORTHWESTERN UNIVERSITY | ||||||
| 653 CLARK STREET | EVANSTON | IL | 60208 | PC | RESEARCH PROJECT | $165,994 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||
| PO BOX 419209 | BOSTON | MA | 02241 | PC | RESEARCH PROJECT | $466,667 |
| RICE UNIVERSITY | ||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | PC | RESEARCH PROJECT | $237,240 |
| ROCKEFELLER UNIVERSITY | ||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | PC | RESEARCH PROJECT | $813,103 |
| ROCKEFELLER UNIVERSITY | ||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | PC | RESEARCH PROJECT | $308,000 |
| SALK INSTITUTE FOR BIOLOGICAL STUDIES | ||||||
| 10010 N TORREY PINES RD | LA JOLLA | CA | 92037 | PC | RESEARCH PROJECT | $256,168 |
| SANTA BARBARA MEALS ON WHEELS | ||||||
| PO BOX 6099 | SANTA BARBARA | CA | 93106 | PC | GENERAL PURPOSE | $10,000 |
| SOUTH PLAINS COLLEGE FOUNDATION | ||||||
| 1401 S COLLEGE AVE | LEVELLAND | TX | 79336 | PC | GENERAL PURPOSE | $7,500 |
| TEXAS HEART INSTITUTE | ||||||
| 6770 BERTNER AVE | HOUSTON | TN | 77030 | PC | RESEARCH PROJECT | $140,963 |
| THOMAS JEFFERSON UNIVERSITY | ||||||
| 125 S 9TH ST | PHILADELPHIA | PA | 19107 | PC | RESEARCH PROJECT | $27,500 |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | PC | RESEARCH PROJECT | $20,000 |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | PC | RESEARCH PROJECT | $200,562 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | PC | RESEARCH PROJECT | $233,333 |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||
| PO BOX 7145 | PASADENA | CA | 91109 | PC | RESEARCH PROJECT | $233,335 |
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||
| 1995 UNIVERSITY AVE | BERKELEY | CA | 94704 | PC | RESEARCH PROJECT | $233,000 |
| UNIVERSITY OF CHICAGO | ||||||
| 5235 S HARPER COURT | CHICAGO | IL | 60615 | PC | RESEARCH PROJECT | $135,000 |
| UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC | ||||||
| 2385 IRVING HILL RD | LAWRENCE | KS | 66045 | PC | RESEARCH PROJECT | $172,559 |
| UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL | ||||||
| 300 MASSACHUSETTS AVE | AMHERST | MA | 01003 | PC | RESEARCH PROJECT | $25,138 |
| UT SOUTHWESTERN MEDICAL CENTER | ||||||
| 5223 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | PC | RESEARCH PROJECT | $162,281 |
| VANDERBILT UNIVERSITY MEDICAL CENTER | ||||||
| 1211 MEDICAL CENTER DR | NASHVILLE | TN | 37232 | PC | RESEARCH PROJECT | $15,910 |
| VANDERBILT UNIVERSITY MEDICAL CENTER | ||||||
| 1211 MEDICAL CENTER DR | NASHVILLE | TN | 37232 | PC | RESEARCH PROJECT | $758,935 |
| WASHINGTON UNIVERSITY | ||||||
| 7425 FORSYTH AVENUE | ST LOUIS | MO | 63105 | PC | RESEARCH PROJECT | $163,056 |
| WEILL CORNELL MEDICAL COLLEGE | ||||||
| 1300 YORK AVE | NEW YORK | NY | 10065 | PC | RESEARCH PROJECT | $243,987 |
| WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH | ||||||
| 9 CAMBRIDGE CENTER | CAMBRIDGE | MA | 02142 | PC | RESEARCH PROJECT | $33,332 |
| WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH | ||||||
| 9 CAMBRIDGE CENTER | CAMBRIDGE | MA | 02142 | PC | RESEARCH PROJECT | $167,637 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | RESEARCH PROJECT | $24,750 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | RESEARCH PROJECT | $568,590 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | RESEARCH PROJECT | $250,890 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | RESEARCH PROJECT | $233,333 |
| COLD SPRING HARBOR LABORATORY | ||||||
| ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | PC | RESEARCH PROJECT | $23,326 |
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | PC | RESEARCH PROJECT | $537,831 |
| THE SCRIPPS RESEARCH INSTITUTE | ||||||
| 10550 N TORREY PINES RD | LA JOLLA | CA | 92037 | PC | RESEARCH PROJECT | $183,334 |
| THE WISTAR INSTITUTE | ||||||
| 3601 SPRUCE STREET | PHILADELPHIA | PA | 19104 | PC | RESEARCH PROJECT | $250,000 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 335 MARKET STREET | PHILADELPHIA | PA | 19104 | PC | RESEARCH PROJECT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,465,249 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | PC | RESEARCH PROJECT | $466,667 |
| CHILDREN'S HOSPITAL CORP (BOSTON CHILDREN'S HOSPITAL) | ||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | PC | RESEARCH PROJECT | $1,144,474 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 900 EUCLID AVE | CLEVELAND | OH | 44195 | PC | RESEARCH PROJECT | $500,000 |
| COLUMBIA UNIVERSITY | ||||||
| HAVEMEYER HALL | NEW YORK | NY | 10027 | PC | RESEARCH PROJECT | $293,301 |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PC | RESEARCH PROJECT | $486,667 |
| DUKE UNIVERSITY | ||||||
| NANALINE H DUKE BUILDING | DURHAM | NC | 27710 | PC | RESEARCH PROJECT | $413,519 |
| JOSLIN DIABETES CENTER | ||||||
| ONE JOSLIN PLACE | BOSTON | MA | 02215 | PC | RESEARCH PROJECT | $433,394 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||
| 77 MASSACHUSETTS AVE | BOSTON | MA | 02139 | PC | RESEARCH PROJECT | $49,969 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PC | RESEARCH PROJECT | $25,000 |
| NORTHWESTERN UNIVERSITY | ||||||
| 653 CLARK STREET | EVANSTON | IL | 60208 | PC | RESEARCH PROJECT | $331,989 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||
| PO BOX 419209 | BOSTON | MA | 02241 | PC | RESEARCH PROJECT | $953,523 |
| TEXAS HEART INSTITUTE | ||||||
| 6770 BERTNER AVE | HOUSTON | TN | 77030 | PC | RESEARCH PROJECT | $174,052 |
| THE WISTAR INSTITUTE | ||||||
| 3601 SPRUCE STREET | PHILADELPHIA | PA | 19104 | PC | RESEARCH PROJECT | $500,000 |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | PC | RESEARCH PROJECT | $412,069 |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||
| PO BOX 7145 | PASADENA | CA | 91109 | PC | RESEARCH PROJECT | $466,665 |
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||
| 1995 UNIVERSITY AVE | BERKELEY | CA | 94704 | PC | RESEARCH PROJECT | $466,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | PC | RESEARCH PROJECT | $466,667 |
| UT SOUTHWESTERN MEDICAL CENTER | ||||||
| 5223 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | PC | RESEARCH PROJECT | $334,719 |
| WEILL CORNELL MEDICAL COLLEGE | ||||||
| 1300 YORK AVE | NEW YORK | NY | 10065 | PC | RESEARCH PROJECT | $455,427 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | RESEARCH PROJECT | $466,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,840,769 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,979,328 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $5,391,388 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,120,545 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,491,261 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,491,261 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND COMPILATION | CategoryTxt |
| Amt | $35,248 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,248 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENTS REGARDING ACTIVITIES FOR WHICH FORM 4720 MAY BE REQUIRED | IdentifierTxt |
| Form And Line Reference | PAGE 5, PART VII-B, LINE 1A(3) | FormAndLineReferenceDesc |
| Medium Explanation | INVESTMENT ADVISORY SERVICES ARE PROVIDED BY MEYER HANDELMAN COMPANY LLC, SOME OF WHOSE MEMBERS ARE DIRECTORS OF THE FOUNDATION. THE EXCEPTIONS TO THE REGULATIONS AGAINST SELF-DEALING ARE MET BECAUSE IT IS FOR PERSONAL SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY (30000 SH) | $292,911 | $3,279,600 |
| AIR PRODUCTS & CHEMICALS INC (10,000) | $709,015 | $2,738,000 |
| ALLSTATE CORP (38000 SH) | $302,791 | $5,319,240 |
| ALPHABET INC (27000 SH) | $2,483,196 | $4,227,900 |
| AMGEN INC (25000 SH) | $1,730,709 | $7,200,500 |
| APPLE INC (85000 SH) | $1,485,440 | $16,365,050 |
| AUTOMATIC DATA PROCESSING (36000 SH) | $1,095,795 | $8,386,920 |
| BAXTER INTL INC (48076 SH) | $174,584 | $1,858,618 |
| BRISTOL MYERS SQUIBB CO (70000 SH) | $267,955 | $3,591,700 |
| CATERPILLAR INC (30000 SH) | $123,918 | $8,870,100 |
| CITIGROUP (25,000 SH) | $1,302,012 | $1,286,000 |
| COLGATE PALMOLIVE CORP (72000 SH) | $503,700 | $5,739,120 |
| CONAGRA FOODS INC (80000 SH) | $1,415,456 | $2,292,800 |
| CORNING INC (120000) | $782,318 | $3,654,000 |
| DEVON ENERGY CORP (53000 SH) | $2,362,650 | $2,400,900 |
| DOW INC (45000 SH) | $665,159 | $2,467,800 |
| DUKE ENERGY (30000 SH) | $1,432,874 | $2,911,200 |
| DUPONT DE NEMOURS INC (40000 SH) | $618,819 | $3,077,200 |
| ELUCIDA ONCOLOGY, INC. (5522829 SH) | $1,500,000 | $1,500,000 |
| EMERSON ELECTRIC CO (48000 SH) | $1,287,420 | $4,671,840 |
| ENBRIDGE INC (78720 SH) | $1,631,346 | $2,835,494 |
| ENTERGY CORPORATION (33000SH) | $207,490 | $3,339,270 |
| FREEPORT-MCMORAN INC (93661 SH) | $2,163,594 | $3,987,149 |
| GILEAD SCIENCES INC (65000 SH) | $1,359,539 | $5,265,650 |
| GILGAMESH PHARMACEUTICALS, INC. (108287) | $999,997 | $999,997 |
| HALLIBURTON CO (90000 SH) | $905,108 | $3,253,500 |
| HOME DEPOT INC (35000 SH) | $1,028,207 | $12,129,250 |
| HONEYWELL INTL INC (54800 SH) | $297,614 | $11,492,108 |
| IBM CORPORATION (25000 SH) | $447,567 | $4,088,750 |
| ILLINOIS TOOL WORKS INC (35000 SH) | $1,670,610 | $9,167,900 |
| INGERSOLL RAND PAPER (62650 SH) | $196,540 | $4,845,351 |
| INTEL CORP (100000 SH) | $2,326,134 | $5,025,000 |
| INTERNATIONAL PAPER CO (65000 SH) | $1,191,843 | $2,349,750 |
| JOHNSON CONTROLS INTL (50000 SH) | $953,432 | $2,882,000 |
| KELLANOVA (92000 SH) | $290,457 | $5,143,720 |
| KIMBERLY CLARK CORP (52,200 SH) | $152,667 | $6,342,822 |
| LAMB WESTON HLDGS INC (30000 SH) | $563,173 | $3,242,700 |
| MARATHON OIL CORP (110000 SH) | $760,008 | $2,657,600 |
| MARATHON PETROLEUM (71000 SH) | $268,551 | $10,533,560 |
| MCDONALDS CORP (21000 SH) | $1,165,004 | $6,226,710 |
| MCKESSON CORP (21000 SH) | $198,574 | $9,722,580 |
| MEDTRONIC INC (36000 SH) | $2,722,242 | $2,965,680 |
| MERCK & CO INC (70000 SH) | $144,568 | $7,631,400 |
| MICROSOFT CORP (60000 SH) | $1,488,550 | $22,562,400 |
| NEWMONT MINING CORP (60000 SH) | $1,127,709 | $2,483,400 |
| NEXTERA ENERGY INC (138900 SH) | $375,234 | $8,436,786 |
| OTIS WORLDWIDE (20000 SH) | $878,052 | $1,789,400 |
| PEPSICO INC (22000 SH) | $1,501,603 | $3,736,480 |
| PFIZER INC (195000 SH) | $1,269,170 | $5,614,050 |
| PROCTER & GAMBLE CO (67000 SH) | $220,858 | $9,818,180 |
| QUALCOMM INC (44000 SH) | $2,870,857 | $6,363,720 |
| RTX CORP (30000 SH) | $1,249,308 | $2,524,200 |
| STANLEY BLACK & DECKER INC (31875 SH) | $628,730 | $3,126,938 |
| STARBUCKS CORP (35000 SH) | $1,964,535 | $3,360,350 |
| SYSCO CORP (90000 SH) | $588,798 | $6,581,700 |
| TE CONNECTIVITY LTD (30066 SH) | $641,048 | $4,505,273 |
| TRANE TECHNOLOGIES PLC (51800 SH) | $494,472 | $12,634,020 |
| VERIZON COMMUNICATIONS (107422 SH) | $1,111,319 | $4,049,809 |
| WALGREENS BOOTS ALLIANCE (47000 SH) | $3,062,122 | $1,227,170 |
| WALMART STORES INC (32000 SH) | $1,676,833 | $5,044,800 |
| WK KELLOGG CO (23000 SH) | $18,606 | $302,220 |
| GENERAL ELECTRIC CO (13250 SH) | $141,458 | $1,691,098 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $998,644 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,004,688 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TEXAS REAL ESTATE INVESTMENTS | CategoryOrItemTxt |
| Cost Or Other Basis | $5,107,743 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $371,912 | AccumulatedDepreciationAmt |
| Book Value | $4,735,831 | BookValueAmt |
| EOYFMV | $5,518,711 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LYNN COUNTY ROYALTY PROPERTY | AT COST | $419,000 | $0 |
| OIL & GAS PROPERTIES | AT COST | $21,929,580 | $24,458,223 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $105,509 | $102,416 | $3,093 | $3,093 |
| FURNITURE & FIXTURES | $23,491 | $23,491 | $0 | |
| SOFTWARE | $30,513 | $30,513 | $0 | |
| LEASEHOLD IMPROVEMENTS | $15,000 | $9,474 | $5,526 | $5,526 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE AND COUNSEL | CategoryTxt |
| Legal Fees | $453 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $453 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST/DIVIDENDS | $383,490 | $425,473 | $425,473 |
| PREPAID EXPENSES | $22,092 | $18,016 | $18,016 |
| SECURITY DEPOSIT | $3,795 | $3,795 | $3,795 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $629 | $0 | $629 |
| COMPUTER EXPENSES | $31,656 | $0 | $31,656 |
| FARM RENT CROP PROCEEDS INVESTMENT EXPENSES | $25,476 | $25,476 | $0 |
| INSURANCE | $58,665 | $0 | $58,665 |
| OFFICE EXPENSES | $10,204 | $0 | $10,204 |
| OIL & GAS INVESTMENT EXPENSES | $1,178,122 | $1,178,122 | $0 |
| PASTURE RENT INVESTMENT EXPENSES | $11,639 | $11,639 | $0 |
| UTILITIES | $2,964 | $0 | $2,964 |
| NYS FILING FEES | $1,500 | $0 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES - TEXAS | $5,169,725 | $5,169,725 | $5,169,725 |
| OIL & GAS ROYALTIES | $77,229 | $77,229 | $77,229 |
| LEASE RENTAL - OIL & GAS | $100 | $100 | $100 |
| SALE OF WATER | $5,507 | $5,507 | $5,507 |
| FARM RENT CROP PROCEEDS | $87,063 | $87,063 | $87,063 |
| PASTURE RENTALS | $13,149 | $13,149 | $13,149 |
| PASTURE RENTALS - OIL & GAS | $26,616 | $26,616 | $26,616 |
| PASTURE RENT - DAMAGE PROCEEDS | $8,301 | $8,301 | $8,301 |
| OTHER INCOME | $3,698 | $3,698 | $3,698 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT FUNDS | Desc |
| Amt | $5,685 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $969,893 | $969,893 | $0 |
| CUSTODIAN FEES | $19,268 | $19,268 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON INVESTMENT INCOME | $30,930 | $30,930 | $0 |
| NET INVESTMENT INCOME TAX | $315,272 | $0 | $0 |