MILBANK MEMORIAL FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MILBANK MEMORIAL FUND (EIN 13-5562282)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202443189349103684
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T17:06:55-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | 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 | 135562282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILBANK MEMORIAL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILB | BusinessNameControlTxt |
| Phone | 2123558400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 MADISON AVENUE 15TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER F KOLLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123558400 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANAN SAMARA | PreparerPersonNm |
| PTIN | P02103452 | PTIN |
| Phone | 2122862600 | 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 | $90,722,486 | 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 | $2,925,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $23 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,919,072 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,919,072 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,919,072 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,307,217 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $177,712,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,307,217 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $742,042 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $189,898 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,859 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $189,898 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $19,341,210 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,238,171 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,851,035 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $637,612 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $637,612 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $886,160 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $96,327 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $789,833 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $586,536 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $18,314 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $554,604 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,438 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,135 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $116,709 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $104,332 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,112,157 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $454,278 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $508,124 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,577,074 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,616 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $394,693 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $371,884 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $657,863 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $7,913 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $816,427 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $517,606 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,598 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,622 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $361,882 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,919,390 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $455,876 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $633,300 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,215,783 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $310,545 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,295 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,229,935 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $455,876 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $633,300 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,516,078 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,111,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,782,295 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,217,735 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $366,939 | CashBOYAmt |
| Cash EOY | $270,363 | CashEOYAmt |
| Cash EOYFMV | $270,363 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,030,059 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $185,736 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $185,736 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable EOY | $1,460,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $1,460,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $45,913 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $19,039 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $19,039 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,669,381 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,322,753 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,322,753 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $18,629,737 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,246,778 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,246,778 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $43,789,709 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $49,947,368 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $49,947,368 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $87,664 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $71,184 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $25,096 | LandBOYAmt |
| Land EOY | $16,480 | LandEOYAmt |
| Land EOYFMV | $16,480 | LandEOYFMVAmt |
| Other Assets BOY | $829,579 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,253,969 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,253,969 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $84,386,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,722,486 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $90,722,486 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $842,200 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $471,724 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,949,775 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,179,252 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,791,975 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,650,976 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $81,554,666 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $86,218,915 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $39,772 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,852,595 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,594,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,071,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $84,386,413 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $90,722,486 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,594,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,111,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $94,705,713 | SubtotalAmt |
| Other Decreases | $6,634,203 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,071,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $742,042 | $742,042 | ||
| SALE OF PUBLICLY TRADED SECURITIES | P | $1,797,961 | $1,797,961 | $155,692,273 | $153,894,312 |
| GOLUB CAPITAL INTERNATIONAL 11 | P | $0 | $0 | $205,825 | $205,825 |
| GOLUB CAPITAL INTERNATIONAL 14 | P | $0 | $0 | $88,075 | $88,075 |
| SEG PARTNERS OFFSHORE LTD | P | $10,887,390 | $10,887,390 | $16,191,939 | $5,304,549 |
| COOPER SQUARE OFFSHORE FUND | P | $879,824 | $879,824 | $5,534,861 | $4,655,037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,307,217 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $742,042 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1985-01-01 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | WWW.MILBANK.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123558400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER F KOLLER | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | DIRECTOR AND PRESIDENT | 40.00 | $415,904 | $76,102 | $0 |
| TARA STROME | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | SECRETARY AND COO | 40.00 | $221,708 | $71,984 | $0 |
| PAUL D CLEARY | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOHN M COLMERS | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | DIRECTOR AND CHAIR | 4.00 | $0 | $0 | $0 |
| LINDA V DECHERRIE | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| PETER DONNELLY | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DANIELLE G DOOLEY | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | DIRECTOR THROUGH MAY 2023 | 2.00 | $0 | $0 | $0 |
| SHERRY GLIED | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KELLY MAJOR GREEN | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ROBERT E HARVEY | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | DIRECTOR AND TREASURER | 4.00 | $0 | $0 | $0 |
| CLARION E JOHNSON | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | DIRECTOR THROUGH MAY 2023 | 2.00 | $0 | $0 | $0 |
| JONEIGH KHALDUN | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARGARET E O'KANE | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LASHAWN RICHBURG - HAYES | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | DIRECTOR AND VICE CHAIR | 4.00 | $0 | $0 | $0 |
| ANYA RADER WALLACK | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| PATRICIA ARZUAGA | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | DIRECTOR AS OF MAY 2023 | 2.00 | $0 | $0 | $0 |
| ANTHONY SHIH | ||||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 100221095 | DIRECTOR AS OF MAY 2023 | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTINE HARAN | ||||||||
| 645 MADISON AVE FL 15 | NEW YORK | NY | 10022 | COMMUNICATIONS DIREC | 40.00 | $185,000 | $66,732 | $0 |
| MORGAN MCDONALD | ||||||||
| 645 MADISON AVE FL 15 | NEW YORK | NY | 10022 | NATIONAL DIRECTOR OF | 40.00 | $176,250 | $26,163 | $0 |
| GAIL CAMBRIDGE | ||||||||
| 645 MADISON AVE FL 15 | NEW YORK | NY | 10022 | ADMINISTRATIVE SERVI | 40.00 | $141,390 | $34,980 | $0 |
| RACHEL BLOCK | ||||||||
| 645 MADISON AVE FL 15 | NEW YORK | NY | 10022 | PROGRAM OFFICER | 25.00 | $118,478 | $16,587 | $0 |
| LISA DULSKY WATKINS | ||||||||
| 645 MADISON AVE FL 15 | NEW YORK | NY | 10022 | DIRECTOR, MULTIPAYER | 25.00 | $101,275 | $13,795 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BAILIT HEALTH PURCHASING LLC | |||||
| 56 PICKERING STREET | NEEDHAM | MA | 02492 | PROGRAM CONTRACT | $383,993 |
| BURNESS COMMUNICATIONS | |||||
| 7910 WOODMONT AVENUE SUITE 650 | BETHESDA | MD | 20814 | COMMUNICATIONS SERVICES | $274,163 |
| CAMBRIDGE ASSOCIATES | |||||
| 115 FEDERAL STREET SUITE 2600 | BOSTON | MA | 02110 | INVESTMENT SERVICES | $225,000 |
| MANATT PHELPS & PHILLIPS LLP | |||||
| 7 TIMES SQUARE TOWER SUITE 22 | NEW YORK | NY | 10036 | PROGRAM CONTRACT | $210,000 |
| AMERICAN ACADEMY OF FAMILY PHYISICIANS | |||||
| 11400 TOMAHAWK CREEK PARKWAY | LEAWOOD | KS | 66211 | PROGRAM CONTRACT | $117,885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IDENTIFY, INFORM, AND INSPIRE STATE HEALTH POLICY LEADERS:ACTIVITIES INCLUDED PROVIDING TECHNICAL ASSISTANCE TO STATE AND FEDERAL POLICYMAKERS, CONVENING MEETINGS ON ISSUES OF HEALTH POLICY AND POPULATION HEALTH, CONDUCTING PROGRAMS TO PROMOTE SKILLS DEVELOPMENT AND NETWORKING AMONG EMERGING STATE LEADERS AND SENIOR STATE LEADERS. | Description1Txt |
| Expenses1 | $1,120,738 | Expenses1Amt |
| Description2 | PROVIDE AUTHORITATIVE EVIDENCE, EXPERIENCE, AND SUPPORT ON SELECTED ISSUES OF CRITICAL IMPORTANCE TO THE STATES TO STIMULATE MEANINGFUL RESPONSE: ACTIVITIES INCLUDED CONVENING MEETINGS OF PUBLIC AND PRIVATE DECISION MAKERS AND PUBLISHING REPORTS ON SUCH ISSUES AS STATE SERVICES FOR AGING POPULATIONS, PRIMARY CARE TRANSFORMATION, SUSTAINABLE HEALTH CARE COSTS, AND BEHAVIORAL HEALTH. | Description2Txt |
| Expenses2 | $1,626,394 | Expenses2Amt |
| Description3 | THE MILBANK QUARTERLY AND COMMUNICATIONS: ACTIVITIES INCLUDED EDITING AND PUBLISHING THE MILBANK QUARTERLY, A PEER- REVIEWED JOURNAL OF HEALTH POLICY AND POPULATION HEALTH, AND INCREASING AWARENESS OF THE FUND'S WORK BY COMMUNICATING ITS RESULTS TO A BROAD AUDIENCE. | Description3Txt |
| Expenses3 | $802,064 | Expenses3Amt |
| Description4 | PROGRAM DEVELOPMENT AND MANAGEMENT: ACTIVITIES INCLUDED PLANNING NEW PROJECTS WITH STRATEGIC PARTNERS, EVALUATING CONTINUING WORK, AND SUPPORTING PARTNER ORGANIZATIONS IN COLLABORATIVE WORK. | Description4Txt |
| Expenses4 | $103,949 | Expenses4Amt |
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 | $83,783,638 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $731,916 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,515,554 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $84,515,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,267,733 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,247,821 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,162,391 | 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 | $5,516,078 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,516,078 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1985-01-01 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,217,735 | CurrentYearAmt |
| Year1 | $1,179,490 | Year1Amt |
| Year2 | $1,059,378 | Year2Amt |
| Year3 | $737,284 | Year3Amt |
| Total | $5,193,887 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,885,075 | CurrentYearAmt |
| Year1 | $1,002,567 | Year1Amt |
| Year2 | $900,471 | Year2Amt |
| Year3 | $626,691 | Year3Amt |
| Total | $4,414,804 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,516,078 | CurrentYearAmt |
| Year1 | $7,494,147 | Year1Amt |
| Year2 | $4,775,017 | Year2Amt |
| Year3 | $3,591,769 | Year3Amt |
| Total | $21,377,011 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $300,295 | CurrentYearAmt |
| Year1 | $2,291,496 | Year1Amt |
| Year2 | $155,850 | Year2Amt |
| Year3 | $60,009 | Year3Amt |
| Total | $2,807,650 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,215,783 | CurrentYearAmt |
| Year1 | $5,202,651 | Year1Amt |
| Year2 | $4,619,167 | Year2Amt |
| Year3 | $3,531,760 | Year3Amt |
| Total | $18,569,361 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,774,927 | CurrentYearAmt |
| Year1 | $2,929,482 | Year1Amt |
| Year2 | $3,271,908 | Year2Amt |
| Year3 | $2,856,086 | Year3Amt |
| Total | $11,832,403 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOSTON UNIVERSITY | |||||||
| 25 BUICK STREET SUITE 200 | BOSTON | MA | 022151301 | N/A | PC | IN SUPPORT OF THE EDITOR OF THE MILBANK QUARTERLY, A PEER-REVIEWED, MULTIDISCIPLINARY JOURNAL OF POPULATION HEALTH AND HEALTH POLICY | $211,425 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | N/A | PC | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF MASSACHUSETTS BOSTON | |||||||
| 100 MORRISSEY BOULEVARD | BOSTON | MA | 02125 | N/A | PC | IN SUPPORT OF A DATA BRIEF FOCUSED ON UNDERSTANDING THE TRENDS AND IMPACTS OF HAVING A USUAL SOURCE OF CARE ON PATIENT OUTCOMES | $30,000 |
| NATIONAL ACADEMY OF SCIENCES | |||||||
| 500 FIFTH ST NW | WASHINGTON | DC | 20001 | N/A | PC | IN SUPPORT OF A WORKSHOP TO CONSIDER WHAT FACTORS AFFECTED THE ABILITY OF GOVERNMENTS AND OTHER INSTITUTIONS TO RESPOND SUCCESSFULLY TO THE PANDEMIC AND TO EXAMINE NEW APPROACHES THAT MIGHT ENABLE A MORE EFFECTIVE RESPONSE TO FUTURE PUBLIC HEALTH CRISES AND AVOID CONFLICTS THAT HINDER PANDEMIC RESPONSE | $25,000 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| 104 AIRPORT DRIVE SUITE 2200 | CHAPEL HILL | NC | 27599 | N/A | PC | IN SUPPORT OF A BRIEF ON TEACHING HEALTH CENTERS | $6,000 |
| HOLY TRINITY SCHOOL | |||||||
| 1325 36TH ST NW | WASHINGTON | DC | 20007 | N/A | PC | GENERAL SUPPORT | $5,000 |
| THE UNIVERSITY OF CHICAGO | |||||||
| 5234 S HARPER CT 4TH FLOOR | CHICAGO | IL | 60615 | N/A | PC | GENERAL SUPPORT | $2,500 |
| BLOOMINGDALE SCHOOL OF MUSIC | |||||||
| 323 WEST 108TH STREET | NEW YORK | NY | 10025 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SAN MIGUEL SCHOOL | |||||||
| 525 BRANCH AVENUE | PROVIDENCE | RI | 02904 | N/A | PC | GENERAL SUPPORT | $2,500 |
| SALEM MISSIONARY BAPTIST CHURCH | |||||||
| 305 E 21ST STREET | BROOKLYN | NY | 11226 | N/A | PC | GENERAL SUPPORT | $3,000 |
| THE CHAPIN SCHOOL | |||||||
| 100 EAST END AVE NEW YORK NY 10028 | NEW YORK | NY | 10028 | N/A | PC | GENERAL SUPPORT | $1,000 |
| SWEET READERS INC | |||||||
| 31 HEATH STREET SUITE 2 | BROOKLINE | MA | 02445 | N/A | PC | GENERAL SUPPORT | $1,250 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | GENERAL SUPPORT | $120 |
| ATTACH | |||||||
| 1609 COUNTY RD 42 W SUITE 324 | BURNSVILLE | MN | 55306 | N/A | PC | GENERAL SUPPORT | $500 |
| THE FAMILY RESOURCE CENTER | |||||||
| 123 MAIN STREET | GORHAM | NY | 03581 | N/A | PC | GENERAL SUPPORT | $500 |
| THE OHIO STATE UNIVERSITY | |||||||
| 1810 COLLEGE ROAD | COLUMBUS | OH | 43210 | N/A | PC | GENERAL SUPPORT | $500 |
| BORDER TAILS RESCUE | |||||||
| 2975 NORTH MILWAUKEE AVENUE | NORTHBROOK | IL | 60062 | N/A | PC | GENERAL SUPPORT | $500 |
| THE BOYS & GIRLS CLUBS OF THE SAN LUIS VALLEY | |||||||
| 1115 10TH STREET | ALAMOSA | CO | 81101 | N/A | PC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,295 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MILBANK QUARTERLY | Desc |
| Exclusion | 01 | ExclusionCd |
| Related Or Exempt Function Incm | $102,424 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,919,072 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $11,859 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,307,217 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 01 | $273 |
| CONTRACT INCOME | 01 | $75,000 |
| GRANT REFUND | 01 | $342 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,313,786 | ExclusionAmt |
| Related Or Exempt Function Incm | $102,424 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,416,210 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | FOR PUBLICATION OF THE MILBANK QUARTERLY, A MULTIDISCIPLINARY JOURNAL OF POPULATION HEALTH AND HEALTH POLICY. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSON CENTER ON HEALTHCARE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 PARK AVENUE 14TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,925,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING SERVICES | $77,709 | $0 | $0 | $76,332 |
| AUDIT AND TAX SERVICES | $39,000 | $0 | $0 | $28,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (92 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AERCAP HOLDINGS NV 3720 SHRS | $276,470 | $276,470 |
| AIR PRODUCTS + CHEMICALS INC 424 SHRS | $116,091 | $116,091 |
| ALPHABET INC CL A 2033 SHRS | $283,990 | $283,990 |
| ALPHABET INC CL C 245 SHRS | $520,173 | $520,173 |
| ALPHABET INC CL C 3691 SHRS | $865,592 | $865,592 |
| ALPHABET INC CL C 6142 SHRS | $34,528 | $34,528 |
| AMAZON.COM INC 1959 SHRS | $628,272 | $628,272 |
| AMAZON.COM INC 4135 SHRS | $297,650 | $297,650 |
| ANALOG DEVICES INC 461 SHRS | $91,536 | $91,536 |
| AON PLC CLASS A 582 SHRS | $169,374 | $169,374 |
| APPLE INC 881 SHRS | $169,619 | $169,619 |
| ARISTA NETWORKS INC 869 SHRS | $204,658 | $204,658 |
| ASHTEAD GROUP PLC 2969 SHRS | $206,730 | $206,730 |
| BAYER AG SPONSORED ADR ADR 13452 SHRS | $124,162 | $124,162 |
| BECTON DICKINSON AND CO 488 SHRS | $118,989 | $118,989 |
| BERKSHIRE HATHAWAY INC CL A 1 SHRS | $542,625 | $542,625 |
| BERKSHIRE HATHAWAY INC CL B 2150 SHRS | $766,819 | $766,819 |
| BERKSHIRE HATHAWAY INC CL B 398 SHRS | $141,951 | $141,951 |
| BOOKING HOLDINGS INC 30 SHRS | $106,417 | $106,417 |
| BROWN FORMAN CORP CLASS A 2675 SHRS | $159,403 | $159,403 |
| CANADIAN PACIFIC KANSAS CITY 1363 SHRS | $107,759 | $107,759 |
| CAPITAL ONE FINANCIAL CORP 1674 SHRS | $219,495 | $219,495 |
| CARLSBERG AS B 190 SHRS | $23,842 | $23,842 |
| CHARTER COMMUNICATIONS INC A 135 SHRS | $52,472 | $52,472 |
| CHARTER COMMUNICATIONS INC A 225 SHRS | $87,453 | $87,453 |
| CHIPOTLE MEXICAN GRILL INC 56 SHRS | $128,070 | $128,070 |
| CIE FINANCIERE RICHEMO A REG 3950 SHRS | $543,234 | $543,234 |
| COMCAST CORP CLASS A 2515 SHRS | $232,580 | $232,580 |
| COMCAST CORP CLASS A 3234 SHRS | $141,811 | $141,811 |
| COMCAST CORP CLASS A 5304 SHRS | $110,283 | $110,283 |
| CONOCOPHILLIPS 4000 SHRS | $464,280 | $464,280 |
| COSTCO WHOLESALE CORP 235 SHRS | $155,119 | $155,119 |
| DELTA AIR LINES INC 2084 SHRS | $83,839 | $83,839 |
| DOLLAR GENERAL CORP 845 SHRS | $114,878 | $114,878 |
| ELEVANCE HEALTH INC 492 SHRS | $232,008 | $232,008 |
| FEDEX CORP 565 SHRS | $142,928 | $142,928 |
| GENERAL ELECTRIC CO 2629 SHRS | $335,539 | $335,539 |
| GOLDMAN SACHS GROUP INC 849 SHRS | $327,519 | $327,519 |
| HEINEKEN HOLDING NV 6284 SHRS | $531,728 | $531,728 |
| HILTON WORLDWIDE HOLDINGS IN 965 SHRS | $175,717 | $175,717 |
| INFINEON TECHNOLOGIES ADR ADR 2534 SHRS | $106,048 | $106,048 |
| INTUITIVE SURGICAL INC 385 SHRS | $129,884 | $129,884 |
| JOHNSON + JOHNSON 759 SHRS | $118,966 | $118,966 |
| JPMORGAN CHASE + CO 1074 SHRS | $255,660 | $255,660 |
| JPMORGAN CHASE + CO 1503 SHRS | $182,687 | $182,687 |
| LIBERTY BROADBAND C 2396 SHRS | $193,094 | $193,094 |
| MARRIOTT INTERNATIONAL CL A 743 SHRS | $167,554 | $167,554 |
| MARTIN MARIETTA MATERIALS 765 SHRS | $381,666 | $381,666 |
| MASTERCARD INC A 1863 SHRS | $794,588 | $794,588 |
| MASTERCARD INC A 468 SHRS | $199,607 | $199,607 |
| META PLATFORMS INC CLASS A 1298 SHRS | $459,440 | $459,440 |
| META PLATFORMS INC CLASS A 719 SHRS | $254,497 | $254,497 |
| MICROSOFT CORP 25 1531 SHRS | $575,717 | $575,717 |
| MICROSOFT CORP 25 859 SHRS | $323,018 | $323,018 |
| MOODY S CORP 201 SHRS | $78,503 | $78,503 |
| NESTLE SA SPONS ADR ADR 6110 SHRS | $706,499 | $706,499 |
| NESTLE SA SPONS ADR ADR 962 SHRS | $111,235 | $111,235 |
| NETFLIX INC 283 SHRS | $321,341 | $321,341 |
| NETFLIX INC 660 SHRS | $479,090 | $479,090 |
| NETFLIX INC 984 SHRS | $137,787 | $137,787 |
| NIKE INC CL B 893 SHRS | $96,953 | $96,953 |
| NOVARTIS AG SPONSORED ADR ADR 690 SHRS | $69,669 | $69,669 |
| OCCIDENTAL PETROLEUM CORP 828 SHRS | $49,440 | $49,440 |
| OUTFRONT MEDIA INC REIT USD.01 1075 SHRS | $15,007 | $15,007 |
| PERNOD RICARD SA 2280 SHRS | $402,347 | $402,347 |
| PROGRESSIVE CORP 401 SHRS | $63,871 | $63,871 |
| PROSUS NV SPON ADR ADR 25603 SHRS | $152,338 | $152,338 |
| ROSS STORES INC 691 SHRS | $95,627 | $95,627 |
| S+P GLOBAL INC 170 SHRS | $74,888 | $74,888 |
| SAFRAN SA UNSPON ADR ADR 7070 SHRS | $311,999 | $311,999 |
| SALESFORCE INC 270 SHRS | $71,048 | $71,048 |
| SAP SE SPONSORED ADR ADR 1403 SHRS | $216,890 | $216,890 |
| SBA COMMUNICATIONS CORP REIT USD.01 479 SHRS | $121,518 | $121,518 |
| SCHWAB (CHARLES) CORP 1013 SHRS | $69,694 | $69,694 |
| SHELL PLC ADR ADR 5919 SHRS | $389,470 | $389,470 |
| T MOBILE US INC 761 SHRS | $122,011 | $122,011 |
| TAIWAN SEMICONDUCTOR SP ADR ADR 1839 SHRS | $191,256 | $191,256 |
| TEXAS INSTRUMENTS INC 640 SHRS | $109,094 | $109,094 |
| THERMO FISHER SCIENTIFIC INC 333 SHRS | $176,753 | $176,753 |
| TJX COMPANIES INC 886 SHRS | $83,116 | $83,116 |
| TRANSDIGM GROUP INC 104 SHRS | $105,206 | $105,206 |
| UBER TECHNOLOGIES INC 325 SHRS | $20,010 | $20,010 |
| UNITEDHEALTH GROUP INC 192 SHRS | $275,870 | $275,870 |
| UNITEDHEALTH GROUP INC 524 SHRS | $101,082 | $101,082 |
| VISA INC CLASS A SHARES 2500 SHRS | $106,744 | $106,744 |
| VISA INC CLASS A SHARES 410 SHRS | $650,875 | $650,875 |
| VULCAN MATERIALS CO 1325 SHRS | $300,788 | $300,788 |
| WABTEC CORP 749 SHRS | $95,048 | $95,048 |
| WELLS FARGO + CO 6459 SHRS | $317,912 | $317,912 |
| WOODWARD INC 455 1040 SHRS | $141,575 | $141,575 |
| WORKDAY INC CLASS A 547 SHRS | $151,005 | $151,005 |
| YUM BRANDS INC 652 SHRS | $85,190 | $85,190 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $16,322,753 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $16,322,753 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLUB CAPITAL PART INT 11 LP LIMITED PARTNERSHIP 991285 SHRS | AT COST | $1,750,000 | $1,750,000 |
| GOLUB CAPITAL PTRS INT 14 LP 763890 SHRS | AT COST | $900,000 | $900,000 |
| ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF 162056 SHRS | AT COST | $11,400,640 | $11,400,640 |
| ISHARES CORE MSCI EMERGING MAR ISHARES CORE MSCI EMERGING 106167 SHRS | AT COST | $5,369,927 | $5,369,927 |
| PIMCO INCOME FUND PIMCO INCOME FUND INS 545653.027 SHRS | AT COST | $5,794,835 | $5,794,835 |
| VANGUARD INTERMEDIATE TERM TRE VANGUARD I/T TRSRY INDX INST 441485.908 SHRS | AT COST | $10,979,755 | $10,979,755 |
| VANGUARD S+P 500 ETF VANGUARD S+P 500 ETF 31484 SHRS | AT COST | $13,752,211 | $13,752,211 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $1,438 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,135 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDEND RECEIVABLE | $92,569 | $51,689 | $51,689 |
| ROYALTIES | $25,999 | ||
| PROCEEDS RECEIVABLE | $33,801 | $516,780 | $516,780 |
| RIGHT OF USE-ASSET | $658,775 | $454,163 | $454,163 |
| OTHER ASSET | $18,435 | $18,435 | $18,435 |
| OTHER RECEIVABLES | $0 | $2,934 | $2,934 |
| DEFERRED COMPENSATION | $209,968 | $209,968 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENT | $6,468,369 |
| POST RETIREMENT BENEFIT OBLIGATION ADJUSTMENT | $165,834 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $27,380 | $0 | $0 | $26,800 |
| COMPUTER MAINTENANCE | $31,803 | $0 | $0 | $31,744 |
| MEMBERSHIP DUES | $44,839 | $0 | $0 | $44,899 |
| MAGAZINE AND ONLINE PUBLICATIONS | $1,259 | $0 | $0 | $1,259 |
| SOFTWARE AND SUBSCRIPTIONS | $25,200 | $0 | $0 | $30,057 |
| HONORARIA | $25,500 | $0 | $0 | $24,500 |
| OTHER EXPENSES | $11,365 | $0 | $0 | $12,192 |
| INSURANCE | $16,546 | $0 | $0 | $12,481 |
| LEASE EXPENSES | $12,982 | $0 | $0 | $14,453 |
| BOARD EXPENSES | $93,023 | $0 | $0 | $93,456 |
| PAYROLL FEES | $10,185 | $0 | $0 | $10,185 |
| BANK CHARGES | $1,598 | $1,598 | $1,598 | $0 |
| MARKETING AND COMMUNICATIONS | $60,976 | $0 | $1,024 | $59,856 |
| RETURN OF GRANT FUNDS | $154,950 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LITIGATION PROCEEDS | $11,859 | $11,859 | $11,859 |
| MILBANK QUARTERLY | $102,424 | $102,424 | |
| OTHER INCOME | $273 | $273 | |
| CONTRACT INCOME | $75,000 | $75,000 | |
| GRANT REFUND | $342 | $342 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| POST RETIREMENT MEDICAL | $1,291,000 | $1,515,121 |
| LEASE LIABILITY | $658,775 | $454,163 |
| DEFERRED COMPENSATION | $0 | $209,968 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAM CONSULTING | $1,586,995 | $0 | $0 | $1,553,009 |
| FREELANCE EDITING | $66,953 | $0 | $53,846 | $12,280 |
| INVESTMENT MANAGEMENT FEES | $229,278 | $229,278 | $229,278 | $0 |
| ADVISORY FEES | $225,000 | $225,000 | $225,000 | $0 |
| OTHER CONSULTING | $3,931 | $0 | $0 | $11,785 |