DEERFIELD PARTNERSHIP FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DEERFIELD PARTNERSHIP FOUNDATION (EIN 05-0618950)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349107668
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T21:30:58-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 050618950 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Deerfield Partnership Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Deerfield Management Company | InCareOfNm |
| Business Name Control | DEER | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jonathan Isler | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2125511600 | PhoneNum |
| Signature | 2024-11-15 | 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $248,173,279 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $646,603 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,309 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,309 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $74 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,838,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,325 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,861,388 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $423,778 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $637,111 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,923,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,512,882 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $441,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $441,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $285,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $285,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $109,120 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $109,120 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,186 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,186 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $488 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $488 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,558 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $108,558 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $44 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $101,400 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $91,954 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $91,954 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $195 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $195 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $270,358 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $97,896 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $172,303 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,415,803 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,896 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,216,304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,489,416 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,489,416 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,905,219 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,896 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,705,720 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$982,090 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,414,986 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,393,729 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $897,677 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $897,677 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $14,086,864 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,600,826 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $247,275,602 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,480,593 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,498,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $248,173,279 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $16,480,593 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,498,503 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,480,593 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,498,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,480,593 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,498,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,480,593 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$982,090 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,498,503 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,498,503 | 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 |
|---|---|---|---|---|
| Publicly-traded Securities | $32,325 | $9,505 | $22,820 | $22,820 |
| Passthrough K1 Capital Gain/(Loss) | $4,838,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,861,388 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $75,268 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $75,268 | SubtotalAmt |
| Tax Based On Investment Income | $75,268 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,309 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $14,309 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,781 | EsPenaltyAmt |
| Tax Due | $62,740 | TaxDueAmt |
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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deerfield Management Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125511600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Avenue South | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Andrew ElBardissi | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| James Flynn | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Karen Heidelberger Retzler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Leslie Henshaw | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Jonathan Isler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Jana Jensen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Robert Snetiker | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Mark Veich | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | pres, dir | 50.0 | $441,500 | $25,521 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| JULIANNA SANTAMARIA | |||||||
| 345 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | Executive Assistant | 75.0 | $180,000 | $2,068 |
| KATHRYN WILSON | |||||||
| 345 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PROGRAM DIRECTOR | 95.0 | $105,000 | $11,172 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $131,046 |
| Eva Garland Consulting | |||||
| 4242 Six Forks Road Suite 900 | Raliegh | NC | 27609 | Philanthropic | $68,903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,069,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $247,275,602 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $248,345,284 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $248,345,284 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,725,179 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $244,620,105 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,231,005 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,231,005 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75,268 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $75,268 | TotalTaxAmt |
| Distributable Before Adj | $12,155,737 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,155,737 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,155,737 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,705,720 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,705,720 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,155,737 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,682,781 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,541,370 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,304,096 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,021,647 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,454,868 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,004,762 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,705,720 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,705,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,450,017 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,450,017 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,554,745 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,554,745 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $774,134 | ExcessFromYear4Amt |
| Excess From Year3 | $3,304,096 | ExcessFromYear3Amt |
| Excess From Year2 | $1,021,647 | ExcessFromYear2Amt |
| Excess From Year1 | $1,454,868 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | James Flynn | ContributingManagerNm |
| Contributing Manager | Leslie Henshaw | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACHILLES INTERNATIONAL INC | ||||||||||||
| 315 WEST 39TH ST STE 205 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $500 | |||||
| ACHILLES INTERNATIONAL INC | ||||||||||||
| 315 WEST 39TH ST STE 205 | NEW YORK | NY | 10018 | N/A | PC | Achilles Kids Wheelchair Racing Program | $60,000 | |||||
| ADVANCIUM HEALTH NETWORK INC | ||||||||||||
| 345 PARK AVE SOUTH | NEW YORK | NY | 10010 | N/A | PC | The Funds will be used to hire and support personnel, purchase equipment, and supplies and develop marketing materials | $1,500,000 | |||||
| ADVANCIUM HEALTH NETWORK INC | ||||||||||||
| 345 PARK AVE SOUTH | NEW YORK | NY | 10010 | N/A | PC | The Funds will be used to hire and support personnel, purchase equipment, and supplies and develop marketing materials | $1,500,000 | |||||
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,060 | |||||
| AMERICAN HEART ASSOCIATION INC | ||||||||||||
| 10 E 40TH ST 11TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $206 | |||||
| AMERICAN SOCIETY OF HEMATOLOGY INC | ||||||||||||
| 2021 L ST NW STE 900 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $129,000 | |||||
| AMERICAN SOCIETY OF HEMATOLOGY INC | ||||||||||||
| 2021 L ST NW STE 900 | WASHINGTON | DC | 20036 | N/A | PC | Corporate Support for Scholar Awards Scholarship Fund | $104,000 | |||||
| CHILDREN'S TUMOR FOUNDATION | ||||||||||||
| PO BOX 7247 MAILCODE 6895 | PHILADELPHIA | PA | 19170 | N/A | PC | General & Unrestricted | $500 | |||||
| CHILDRENS BRAIN TUMOR FOUNDATION INC | ||||||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $100 | |||||
| CROSSROADS4HOPE | ||||||||||||
| 3 CROSSROADS DR | BEDMINSTER | NJ | 07921 | N/A | PC | General & Unrestricted | $1,000 | |||||
| CURE DUCHENNE | ||||||||||||
| 1400 QUAIL ST STE 110 | NEWPORT BEACH | CA | 92660 | N/A | PC | General & Unrestricted | $500 | |||||
| DAMON RUNYON CANCER RESEARCH FND | ||||||||||||
| 1 EXCHANGE PLZ STE 302 | NEW YORK | NY | 10006 | N/A | PC | Charitable Event | $10,000 | |||||
| DRUGS FOR NEGLECTED DISEASES INITIATIVE NORTH AMER | ||||||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | Saving lives of children living with HIV in the Democratic Republic of the Congo (DRC) | $170,000 | |||||
| EDEN AUTISM SERVICES INC | ||||||||||||
| 2 MERWICK RD | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $200 | |||||
| FAMILY CENTER INC | ||||||||||||
| 493 NOSTRAND AVE | BROOKLYN | NY | 11216 | N/A | PC | Creation of a specialized student intern staff team supervised by a qualified clinician | $76,180 | |||||
| HIGH & MIGHTY THERAPEUTIC RIDING AND DRIVING CENTE | ||||||||||||
| 71 COUNTY RTE 21C | GHENT | NY | 12075 | N/A | PC | General & Unrestricted | $500 | |||||
| LIVING GOODS | ||||||||||||
| 1423 BROADWAY 1054 | OAKLAND | CA | 94612 | N/A | PC | To broadening our CHW led - integrated, and scalable model of voluntary family planning service provision at the community level in Uganda | $150,000 | |||||
| LTP FOUNDATION INC | ||||||||||||
| 195 MEADOWVIEW AVE | HEWLETT | NY | 11557 | N/A | PC | General & Unrestricted | $3,555 | |||||
| MANJUSHREE CHARITABLE SOCIETY | ||||||||||||
| N/A | Other | In support of basic needs and assistance. To improve quality of life, health & education for children living at Manjushree through improved safety & living accommodations, emotional, mental & spiritual support, & basic healthcare availability including health clinic operations for 2 years, food emergency storage facility, and fencing to protect vegetables | $325,000 | MANJUSHREE VIDYAPITH SCHOOL AND ORP | LOHIT VALLEY ITTANAGAR | TAWANG | IN | 790104 | ||||
| MANJUSHREE CHARITABLE SOCIETY | ||||||||||||
| N/A | PC | General & Unrestricted | $200 | MANJUSHREE VIDYAPITH SCHOOL AND ORP | LOHIT VALLEY ITTANAGAR | TAWANG | IN | 790104 | ||||
| MANJUSHREE CHARITABLE SOCIETY | ||||||||||||
| N/A | PC | Food, Food service, Cooking Gas, Utensils, HPV vaccines, clothing, medicines, cold storage, rain water tank, freezer | $170,000 | MANJUSHREE VIDYAPITH SCHOOL AND ORP | LOHIT VALLEY ITTANAGAR | TAWANG | IN | 790104 | ||||
| MANY HOPES INC | ||||||||||||
| 255 W 93RD ST 1N | NEW YORK | NY | 10025 | N/A | PC | Expansion of WeCanne Surgical Suite | $123,500 | |||||
| MAY-WE-HELP | ||||||||||||
| 7501 WOOSTER PIKE | CINCINNATI | OH | 45227 | N/A | PC | General & Unrestricted | $500 | |||||
| MAY-WE-HELP | ||||||||||||
| 7501 WOOSTER PIKE | CINCINNATI | OH | 45227 | N/A | PC | Programming Scaleup for Custom Device Solutions and Adapted Toys | $75,000 | |||||
| MEETING ESSENTIAL NEEDS WITH DIGNITY INC | ||||||||||||
| PO BOX 1304 | MAPLEWOOD | NJ | 07040 | N/A | PC | General & Unrestricted | $2,000 | |||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||||||
| PO BOX 27432 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $500 | |||||
| MOTT HAVEN ACADEMY CHARTER SCHOOL | ||||||||||||
| 170 BROWN PL | BRONX | NY | 10454 | N/A | PC | General & Unrestricted | $1,500 | |||||
| MYASWAN INC | ||||||||||||
| 1448 TWELVE OAKS CT | ALAMO | CA | 94507 | N/A | PC | Cardiac Surgeries for infants children and training per agreement | $170,000 | |||||
| NAPA VALLEY FESTIVAL ASSOCIATION | ||||||||||||
| 1350 TREAT BLVD STE 430 | WALNUT CREEK | CA | 94597 | N/A | PC | General & Unrestricted | $800 | |||||
| NATIONAL DOWN SYNDROME SOCIETY | ||||||||||||
| 1155 15TH ST NW STE 540 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,744 | |||||
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT INC | ||||||||||||
| 1475 PARK AVE | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $150,000 | |||||
| NYAYA HEALTH NEPAL | ||||||||||||
| N/A | PC | Swastha Project will be implemented by NHN to strengthen the organization's municipal integrated health care model and empower community health care workers to provide equitable healthcare for all located within the Achham District of Far-western Province | $150,000 | NYACHHYON GRIHA | KUPONDOLE LALITPUR | NP | ||||||
| PALESTINE CHILDRENS RELIEF FUND | ||||||||||||
| PO BOX 861716 | LOS ANGELES | CA | 90086 | N/A | PC | General & Unrestricted | $500 | |||||
| PRADIYA FOUNDATION | ||||||||||||
| 2173 MASSACHUSETTS AVE | LEXINGTON | MA | 02421 | N/A | PC | Project Helping HAND | $75,000 | |||||
| PROJECT HEALTHY MINDS CORPORATION | ||||||||||||
| PO BOX 8073 | NEW YORK | NY | 10116 | N/A | PC | Build out the functionality and user interface for Project Healthy Minds free digital mental health marketplace | $170,000 | |||||
| PROJECT HEALTHY MINDS CORPORATION | ||||||||||||
| PO BOX 8073 | NEW YORK | NY | 10116 | N/A | PC | General & Unrestricted | $56,989 | |||||
| QUEENS COMMUNITY HOUSE INC | ||||||||||||
| 10825 62ND DR | FOREST HILLS | NY | 11375 | N/A | PC | General & Unrestricted | $500 | |||||
| RAZOM INC | ||||||||||||
| 140 2ND AVE STE 305 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $500 | |||||
| RED DOOR COMMUNITY INC | ||||||||||||
| 195 W HOUSTON ST | NEW YORK | NY | 10014 | N/A | PC | Youth Cancer Support Program | $78,242 | |||||
| SPONSORS FOR EDUCATIONAL OPPORTUNITY INC | ||||||||||||
| 55 EXCHANGE PL | NEW YORK | NY | 10005 | N/A | PC | Charitable Event | $25,000 | |||||
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $255 | |||||
| SUNRISE DAY CAMPS ASSOCIATION INC | ||||||||||||
| 11 NEIL CT | OCEANSIDE | NY | 11572 | N/A | PC | General & Unrestricted | $500 | |||||
| THE CHILDRENS HEART FOUNDATION | ||||||||||||
| 5 REVERE DR STE 200 | NORTHBROOK | IL | 60062 | N/A | PC | General & Unrestricted | $500 | |||||
| THE CITIZENS FOUNDATION USA | ||||||||||||
| 7874 SOLUTION CENTER | CHICAGO | IL | 60677 | N/A | PC | General & Unrestricted | $500 | |||||
| THE MATTHEW LARSON FOUNDATION FOR PEDIATRIC BRAIN | ||||||||||||
| 965 LILY POND LN | FRANKLIN LKS | NJ | 07417 | N/A | PC | Family Assistance Program in the NY Metro Area | $100,000 | |||||
| THE WATER TRUST INC | ||||||||||||
| PO BOX 4668 75942 | NEW YORK | NY | 10163 | N/A | PC | Clean water and toilets for Ugandan children | $100,000 | |||||
| TRUSTEES OF TUFTS COLLEGE | ||||||||||||
| PO BOX 3306 | BOSTON | MA | 02241 | N/A | PC | Greenwald Student Mental Health & Resilience Fund | $500 | |||||
| YOUNG MENS CHRISTIAN ASSOCIATION YOUNGSTOWN OH | ||||||||||||
| 17 N CHAMPION ST | YOUNGSTOWN | OH | 44503 | N/A | PC | General & Unrestricted | $500 | |||||
| MANJUSHREE CHARITABLE SOCIETY | ||||||||||||
| N/A | PC | GENERAL & UNRESTRICTED (SEE GENERAL EXPLANATION) | $1,885 | MANJUSHREE VIDYAPITH SCHOOL AND ORP | LOHIT VALLEY ITTANAGAR | TAWANG | IN | 790104 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,489,416 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,309 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,838,365 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$213,754 | 14 | $637,111 |
| Federal Tax Refund | 01 | $421 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$213,754 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,490,280 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,276,526 | 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 (37 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Anderman Jared | |||||||
| 1 | 8 Piney Point Ave | Croton On Hudson | NY | 10128 | $9,500 | Yes (X) | |
| Anderson Sumner | |||||||
| 2 | 14 East 90th Street Apt 7C | New York | NY | 10128 | $17,500 | Yes (X) | |
| Aprilakis Konstantinos | |||||||
| 3 | 345 Park Ave South | New York | NY | 10010 | $10,000 | Yes (X) | |
| Atinsky Lawrence | |||||||
| 4 | 122 E 82nd Street Apt 3A | New York | NY | 10028 | $10,000 | Yes (X) | |
| Bergen Michael | |||||||
| 5 | 5 Canoe Trail | Darien | CT | 06820 | $10,000 | Yes (X) | |
| Bishop Nicholas | |||||||
| 6 | 217 W 110th St Apt 9 | New York | NY | 10026 | $6,500 | Yes (X) | |
| Bizoza Brian | |||||||
| 7 | 357 Henry St | Brooklyn | NY | 11201 | $35,000 | Yes (X) | |
| Carnevale Marissa | |||||||
| 8 | 345 Park Avenue South | New York | NY | 10010 | $5,000 | Yes (X) | |
| Caze Alexis | |||||||
| 9 | 1079 Orienta Avenue | Mamoroneck | NY | 10543 | $20,000 | Yes (X) | |
| ElBardissi Andrew | |||||||
| 10 | 290 Third Avenue Apt 23B | New York | NY | 10010 | $20,000 | Yes (X) | |
| Farrell Michael | |||||||
| 11 | 106 Connelly Avenue | Budd Lake | NJ | 07828 | $20,000 | Yes (X) | |
| Foley Mike | |||||||
| 12 | 345 Park Ave South | New York | NY | 10010 | $6,000 | Yes (X) | |
| Furst Howie | |||||||
| 13 | 7 Luckenbach Lane | Port Washington | NY | 11050 | $30,000 | Yes (X) | |
| Gaddy Vicky | |||||||
| 14 | 56 Gansett Court | Long Branch | NJ | 07740 | $11,000 | Yes (X) | |
| Ganesan Bharath | |||||||
| 15 | 345 Park Ave South | New York | NY | 10010 | $5,000 | Yes (X) | |
| Grossman Adam | |||||||
| 16 | 7609 Rossdhu Ct | Chevy Chase | MD | 20815 | $21,240 | Yes (X) | |
| Heidelberger Retzler Karen | |||||||
| 17 | 315 East 83rd Street PH2 | New York | NY | 10028 | $15,000 | Yes (X) | |
| Henshaw Leslie | |||||||
| 18 | 22 Garden Place | Brooklyn | NY | 11201 | $15,000 | Yes (X) | |
| Isler Jonathan | |||||||
| 19 | 345 Park Avenue South | New York | NY | 10010 | $5,112 | Yes (X) | Yes (X) |
| Jensen Jana | |||||||
| 20 | 363 Irving Ave | South Orange | NJ | 07079 | $8,000 | Yes (X) | |
| Karnal Terence | |||||||
| 21 | 604 Madison St | Hoboken | NJ | 07030 | $10,000 | Yes (X) | |
| Kometz Avi | |||||||
| 22 | 565 Broome Street S22A | New York | NY | 10013 | $10,000 | Yes (X) | |
| Leahy Tim | |||||||
| 23 | 345 Park Avenue South | New York | NY | 10010 | $10,000 | Yes (X) | |
| Leff Jonathan | |||||||
| 24 | 102 Cliff Avenue | Pelham | NY | 10803 | $20,061 | Yes (X) | |
| Mellet Vincent | |||||||
| 25 | 24 Locust Lane | Rye | NY | 10580 | $15,000 | Yes (X) | |
| Pearlberg Joe | |||||||
| 26 | 345 Park Avenue South | New York | NY | 10010 | $10,000 | Yes (X) | |
| Pearson Jennifer | |||||||
| 27 | 65 Nelson Road | Scarsdale | NY | 10583 | $5,000 | Yes (X) | |
| Ramos Jonathan | |||||||
| 28 | 26 Manor Road | Wyckoff | NJ | 07481 | $10,000 | Yes (X) | |
| Sendrowski Bryan | |||||||
| 29 | 5 Stony Point Rd | Oakland | NJ | 07436 | $10,000 | Yes (X) | |
| Slattery William | |||||||
| 30 | 780 Third Avenue 37th Floor | New York | NY | 10017 | $71,475 | Yes (X) | |
| Snetiker Robert | |||||||
| 31 | 330 W 58th St Apt 16K | New York | NY | 10019 | $6,000 | Yes (X) | |
| Stornello Angelo | |||||||
| 32 | 3502 Knight Street | Oceanside | NY | 11572 | $10,000 | Yes (X) | |
| Su Zheng | |||||||
| 33 | 1450 Washington St Apt PH1 | Hoboken | NJ | 07030 | $11,000 | Yes (X) | |
| Takats Paul | |||||||
| 34 | 695 Washington St 2A | New York | NY | 10014 | $7,500 | Yes (X) | |
| Wang Elise | |||||||
| 35 | 160 West 86th St Apt PH2 | New York | NY | 10024 | $50,000 | Yes (X) | |
| Wheeler Cameron | |||||||
| 36 | 114 W 73rd St Apt A | New York | NY | 10023 | $25,000 | Yes (X) | |
| Yacobian Dafna | |||||||
| 37 | 8 Denton Road | Great Neck | NY | 11024 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 19 | ALPHABET INC CL C GOOG, 19 sh. | $2,612 | 2023-11-16 |
| 24 | BROADCOM INC AVGO, 14 sh. | $15,754 | 2023-12-20 |
| 24 | EXXON MOBIL CORP XOM, 42 sh. | $4,306 | 2023-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Amt | $488 | Amt |
| Disbursements Charitable Prps | $488 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | In-Kind Grants | IdentifierTxt |
| Form And Line Reference | In-Kind Grants | FormAndLineReferenceDesc |
| Medium Explanation | GENERAL EXPLANATION NAME: IN-KIND GRANTS FORM LINE / INSTRUCTION REFERENCE: PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF DONATED ITEMS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $1,885 TOTAL BOOK VALUE OF PROPERTY: $1,885 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $1,885 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Toiletries for care kits DATE OF DISTRIBUTION: 5/16/2023 GRANT RECIPIENT: MANJUSHREE VIDYAPITH SCHOOL AND ORPHANAGE, ARUNACH FMV OF PROPERTY: $1,885 BOOK VALUE OF PROPERTY: $1,885 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,885 | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORVENT MEDICAL, INC | $500,000 | $500,000 |
| CORVENT MEDICAL, INC SERIES SE | $120,000 | $120,000 |
| DEERFIELD EMPLOYEES DP LLC | $234,657 | $234,655 |
| DEERFIELD HEALTHCARE INNOVATIO | $11,161,303 | $239,062,922 |
| DEERFIELD MGMT HIF II, LP | $606,491 | |
| DEERFIELD MGMT III LP | $1,087,554 | $526,315 |
| DEERFIELD MGMT IV LP | $350,910 | $4,815,712 |
| DEERFIELD MGMT LP | $1,146,402 | $1,213,953 |
| DEERFIELD MGMT V LP | $195,554 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $7,186 | LegalFeesAmt |
| Disbursements Charitable Prps | $7,186 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $131,546 | $131,546 | |
| Computers/Electronic Devices | $1,336 | $1,336 | |
| Digital Subscriptions | $762 | $762 | |
| Equipment/Furniture Purchase | $3,358 | $3,358 | |
| Foundation Dues & Memberships | $3,301 | $3,301 | |
| Insurance Premiums | $183 | $183 | |
| K-1 Exp DEERFIELD EMPLOYEES DP | $53 | $53 | |
| K-1 Exp DEERFIELD MGMT III LP | $83,347 | $83,189 | |
| K-1 Exp DEERFIELD MGMT LP | $14,655 | $14,654 | |
| Office Supplies | $22,356 | $22,356 | |
| Postage/Delivery Service | $1,626 | $1,626 | |
| Registered Agent Fee | $1,015 | $1,015 | |
| Social Media/Advertising Expen | $5,320 | $5,320 | |
| State or Local Filing Fees | $1,500 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss DEERFIELD EMPLOYEES DP LLC | $22,633 | $23,246 |
| K-1 Inc/Loss DEERFIELD HEALTHCARE INNOVATIONS FUN | $150,067 | $150,067 |
| K-1 Inc/Loss DEERFIELD MGMT III LP | -$26,441 | $181,463 |
| K-1 Inc/Loss DEERFIELD MGMT LP | $276,579 | $281,816 |
| INCOME FROM DEERFIELD SPECIAL SITUATIONS | $519 | $519 |
| State Tax Refund | $421 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Philanthropic Consulting Srvcs | $106,403 | $106,403 |
| EVENT EXPENSES | $2,155 | $2,155 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $3,100 |
| 990-PF Extension for 2022 | $72,800 |
| 990-T Extension for 2022 | $17,500 |
| State Income Tax 2022 | $8,000 |