WARREN ALPERT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WARREN ALPERT FOUNDATION (EIN 05-0426623)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202443199349105314
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- 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 | 2024-11-14T15:47:15-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH STREET TWO FINANCIAL | AddressLine1Txt |
| Address Line2 | CENTER | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | 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 | 050426623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN ALPERT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARR | BusinessNameControlTxt |
| Phone | 4013831331 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 ELM STREET 2 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AUGUST SCHIESSER | PersonNm |
| Person Title | DIRECTOR/EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4013831331 | 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 | KIMBERLY MAC NAMEE | PreparerPersonNm |
| PTIN | P02479140 | PTIN |
| Phone | 6179881000 | 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 | $533,924,120 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,042 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,042 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,513,784 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,087,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,071,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $240,575,541 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,533,171 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$496,453 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $182,399 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,099,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,814,019 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,612,191 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $141,745 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,470,446 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $128,258 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $128,258 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $38,563 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,227 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $33,336 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,076 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,076 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $182,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $47,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $134,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $528,683 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,580,704 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $528,683 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $383,026 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $811,904 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,331,433 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $53,384 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $24,713 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,863 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $95,238 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $95,238 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $28,787 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,879 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,908 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $312 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $312 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $294,647 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,293,819 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $294,645 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,638,327 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,937,512 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,744,015 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,893,636 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,893,636 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,531,963 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,937,512 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,637,651 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,432,481 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,876,507 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $261,713 | CashBOYAmt |
| Cash EOY | $381,960 | CashEOYAmt |
| Cash EOYFMV | $381,960 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $602,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $143,435 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $143,435 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $58,239,297 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $46,101,016 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $48,453,469 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $253,479,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $261,017,637 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $337,063,750 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $106,351,684 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $98,961,086 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $147,840,317 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $195,278 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $154,089 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $48,051 | LandBOYAmt |
| Land EOY | $41,189 | LandEOYAmt |
| Land EOYFMV | $41,189 | LandEOYFMVAmt |
| Total Assets BOY | $418,983,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $406,646,323 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $533,924,120 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $8,900,000 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $6,995,655 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $8,900,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,995,655 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $410,083,149 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $399,650,668 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $410,083,149 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $399,650,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $418,983,149 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $406,646,323 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $410,083,149 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,432,481 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $399,650,668 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $399,650,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COMERICA CUSTODY ACCT | P | 2023-01-01 | 2023-12-31 | $233,014,843 | $220,481,672 | $12,533,171 | $12,533,171 |
| PARTNERSHIP FLOW-THROUGH - 1231 | P | 2023-01-01 | 2023-12-31 | $38,729 | $38,729 | $0 | $0 |
| PARTNERSHIP FLOW-THROUGH - ST | P | 2023-01-01 | 2023-12-31 | $937,585 | $937,585 | $0 | $0 |
| PARTNERSHIP FLOW-THROUGH - LT | P | 2023-01-01 | 2023-12-31 | $6,584,384 | $6,584,384 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,533,171 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $234,583 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $234,583 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $234,583 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $301,888 | 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 | $301,888 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $67,305 | OverpaymentAmt |
| Applied To ES Tax | $67,305 | 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 | 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | RI | 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 | WARRENALPERTFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KIMBERLY A FRANCIS | IndividualWithBooksNm |
| Phone | 4013831331 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 ELM STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| AUGUST R SCHIESSER | ||||||||
| 90 ELM STREET 2 | PROVIDENCE | RI | 02903 | EXEC DIRECTOR, PRESIDENT, & TREASURER | 30.00 | $333,741 | $23,057 | $0 |
| DAVID HIRSCH | ||||||||
| 90 ELM STREET 2 | PROVIDENCE | RI | 02903 | CHAIRMAN OF THE BOARD | 9.00 | $117,500 | $0 | $0 |
| JEFFREY A WALKER | ||||||||
| 90 ELM STREET 2 | PROVIDENCE | RI | 02903 | SECRETARY/AUDIT CHAIR | 4.00 | $173,950 | $0 | $0 |
| ROBERT H BROWN JR | ||||||||
| 90 ELM STREET 2 | PROVIDENCE | RI | 02903 | DIRECTOR/GRANT COMM CHAIR | 4.00 | $115,000 | $0 | $0 |
| GREGORY W KANEB | ||||||||
| 90 ELM STREET 2 | PROVIDENCE | RI | 02903 | DIRECTOR/COMP & GOV CHAIR | 4.00 | $116,500 | $0 | $0 |
| DANIEL F SCHMITT | ||||||||
| 90 ELM STREET 2 | PROVIDENCE | RI | 02903 | DIRECTOR/INVESTMENT CHAIR | 4.00 | $116,500 | $0 | $0 |
| KEITH E BLANCHETTE | ||||||||
| 90 ELM STREET 2 | PROVIDENCE | RI | 02903 | DIRECTOR | 1.50 | $107,500 | $0 | $0 |
| WENDY CHUNG | ||||||||
| 90 ELM STREET 2 | PROVIDENCE | RI | 02903 | DIRECTOR | 1.50 | $101,500 | $0 | $0 |
| RONALD K MACHTLEY | ||||||||
| 90 ELM STREET 2 | PROVIDENCE | RI | 02903 | DIRECTOR | 1.50 | $101,500 | $0 | $0 |
| JOSEPH B MARTIN | ||||||||
| 90 ELM STREET 2 | PROVIDENCE | RI | 02903 | DIRECTOR | 1.50 | $110,500 | $0 | $0 |
| BARBARA J MCNEIL | ||||||||
| 90 ELM STREET 2 | PROVIDENCE | RI | 02903 | DIRECTOR | 1.50 | $107,500 | $0 | $0 |
| FRED J SCHIFFMAN MD | ||||||||
| 90 ELM STREET 2 | PROVIDENCE | RI | 02903 | DIRECTOR | 1.50 | $110,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY A FRANCIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 ELM STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 37.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $97,743 | CompensationAmt |
| Employee Benefits | $15,506 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| 1300 THAMES STREET WHARF | BALTIMORE | MD | 21231 | INVESTMENT ADVISORY | $192,062 |
| KPMG | |||||
| PO BOX 120511 | DALLAS | TX | 75312 | ACCOUNTING/TAX SERVICES | $182,250 |
| 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 | $538,797,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $761,406 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $539,559,297 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $539,559,297 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,093,389 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $531,465,908 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,573,295 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,573,295 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $234,583 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $234,583 | TotalTaxAmt |
| Distributable Before Adj | $26,338,712 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,338,712 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,338,712 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,637,651 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,637,651 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,338,712 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,418,390 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,418,390 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,637,651 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,637,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $701,061 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $701,061 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $717,329 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $717,329 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $717,329 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE WARREN ALPERT FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 ELM STREET - SUITE 2 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4013831331 | RecipientPhoneNum |
| Recipient Email Address | INFO@WARRENALPERTFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | RESEARCH GRANT APPLICATION, GENERAL GRANT APPLICATION, DISTINGUISHED SCHOLARS APPLICATION. ALL SHOULD INCLUDE TITLE, SUMMARY, PRINCIPAL INVESTIGATOR OR NAME OF ORGANIZATION, AMOUNT REQUESTED, BUDGET AND BACKGROUND. APART FROM THE WARREN ALPERT DISTINGUISHED SCHOLARS FELLOWSHIP AND THE WARREN ALPERT FOUNDATION PRIZE, THERE ARE NO SUBMISSION DEADLINES FOR GRANT AWARDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 11/1 FOR DISTINGUISHED SCHOLARS FELLOWSHIP. 11/1 FOR WARREN ALPERT FOUNDATION PRIZE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | WITH THE EXCEPTION TO WADS PROGRAM, WHICH IS RESTRICTED TO US MEDICAL SCHOOLS, THERE ARE NO OTHER LIMITATIONS OR RESTRICTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMHERST COLLEGE | ||||||||
| PO BOX 5000 BLDG 228 | AMHERST | MA | 010025000 | NONE | PC | DONATION - EDUCATION | $20,000 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | PC | DONATION | $15,000 | |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | DONATION - EDUCATION | -$148,739 | |
| BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM | ||||||||
| 21 N PARK STREET SUITE 6401 | MADISON | WI | 537151218 | NONE | PC | DONATION - EDUCATION | -$74,371 | |
| BOSTON HEALTHCARE FOR THE HOMELESS PROGRAM | ||||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | NONE | PC | DONATION | $35,000 | |
| BRANDEIS UNIVERSITY | ||||||||
| 415 SOUTH ST | WALTHAM | MA | 02453 | NONE | PC | DONATION - EDUCATION | $200,000 | |
| BROWN UNIVERSITY | ||||||||
| 164 ANGELL STREET BOX 1877 | PROVIDENCE | RI | 02912 | NONE | PC | DONATION - EDUCATION | $9,716,727 | |
| BRYANT UNIVERSITY - UNIVERSITY ADVANCEMENT | ||||||||
| ATTN DAVID WEGRZYN 1250 DOUGLAS | SMITHFIELD | RI | 02917 | NONE | PC | DONATION - EDUCATION | $15,000 | PIKE |
| CENTER FOR APPLIED BEHAVIORAL INSTITUTION | ||||||||
| 345 GREENWOOD ST | WORCESTER | MA | 01607 | NONE | PC | DONATION | $25,000 | |
| CHELSEA JEWISH LIFECARE | ||||||||
| 165 CAPTAINS ROW | CHELSEA | MA | 02150 | NONE | PC | DONATION | $25,000 | |
| CHILDRENS HOSPITAL CORPORATION | ||||||||
| 165 CAPTAINS ROW | CHELSEA | MA | 02150 | NONE | PC | DONATION | $775,000 | |
| CLINIC FOR SPECIAL CHILDREN | ||||||||
| 535 BUNKER HILL RD | STRASBURG | PA | 17579 | NONE | PC | DONATION | $25,000 | |
| COGGESHALL FARM MUSEUM INC | ||||||||
| 1 COLT DRIVE | BRISTOL | RI | 02809 | NONE | PC | DONATION | $5,000 | |
| COLLEGE VISIONS | ||||||||
| 131 WASHINGTON ST SUITE 205 | PROVIDENCE | RI | 02903 | NONE | PC | DONATION - EDUCATION | $15,000 | |
| COMMUNITY PREPARATORY SCHOOL | ||||||||
| 135 PRAIRIE AVE | PROVIDENCE | RI | 02905 | NONE | PC | DONATION - EDUCATION | $62,600 | |
| CROSS CATHOLIC OUTREACH | ||||||||
| PO BOX 273908 | BOCA RETON | FL | 334273908 | NONE | PC | DONATION | $2,109 | |
| CROSSROADS RHODE ISLAND | ||||||||
| 160 BROAD ST | PROVIDENCE | RI | 029034028 | NONE | PC | DONATION | $150,000 | |
| DAVID J LIPMAN | ||||||||
| 64 ASHFIELD RD | ATHERTON | CA | 94027 | NONE | I | PRIZE AWARD | $500,000 | |
| ELDER SERVICES OF WORCESTER AREA INC | ||||||||
| 67 MILLBROOK STREET SUITE 100 | WORCESTER | MA | 01606 | NONE | PC | DONATION | $35,000 | |
| EMORY UNIVERSITY | ||||||||
| 1599 GLIFTON ROAD NE 4TH FL | ATLANTA | GA | 303224250 | NONE | PC | DONATION - EDUCATION | $50,000 | |
| ETHOS | ||||||||
| 555 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | DONATION | $35,000 | |
| FISHER COLLEGE | ||||||||
| 118 BEACON ST | BOSTON | MA | 20116 | NONE | PC | DONATION - EDUCATION | $10,000 | |
| FOUR HEARTS FOUNDATION | ||||||||
| 106 CARNEGIE HARBOR DRIVE | PORTSMOUTH | RI | 02871 | NONE | PC | DONATION | $3,000 | |
| FRAMINGHAM STATE COLLEGE | ||||||||
| 100 STATE STREET PO BOX 9101 | FRAMINGHAM | MA | 017019101 | NONE | PC | DONATION - EDUCATION | $5,000 | |
| FRIEDREICHS ATAXIA RESEARCH ALLIANCE (FARA) | ||||||||
| 14 SCARLETT WAY | CRANSTON | RI | 02921 | NONE | PC | DONATION | $2,500 | |
| GLOBAL FOR GOOD FUND INC CYSTIC FIBROSIS & MULTIPLE SCLEROSIS FUND FOUNDAT | ||||||||
| C/O GLOBAL PARTNERS LP ATTN ERIC | WALTHAM | MA | 02454 | NONE | PC | DONATION | $40,000 | SLIFKA/EDWARD FANEUIL 800 S ST STE |
| GORDON RESEARCH CONFERENCES | ||||||||
| 5586 POST ROAD GO2 | EAST GREENWICH | RI | 02818 | NONE | PC | DONATION | $25,000 | |
| HARBORING HEARTS HOUSING FOUNDATION | ||||||||
| PO BOX 2674 | NEW YORK | NY | 10163 | NONE | PC | DONATION | $5,000 | |
| HOLY FAMILY HOME FOR MOTHERS & CHILDREN | ||||||||
| 979 BRANCH AVE | PROVIDENCE | RI | 02904 | NONE | PC | DONATION | $35,000 | |
| HOPE HOSPICE & PALLIATIVE CARE RHODE ISLAND | ||||||||
| 1085 N MAIN STREET | PROVIDENCE | RI | 02904 | NONE | PC | DONATION | $22,500 | |
| JEWISH ALLIANCE OF GREATER RI | ||||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | NONE | PC | DONATION | $37,500 | |
| JEWISH COMMUNITY DAY SCHOOL OF RI | ||||||||
| 85 TAFT AVE | PROVIDENCE | RI | 02906 | NONE | PC | DONATION - EDUCATION | $130,000 | |
| JOHN CLARK RETIREMENT CENTER | ||||||||
| 600 VALLEY ROAD | MIDDLETOWN | RI | 02842 | NONE | PC | DONATION | $24,432 | |
| JUNIOR ACHIEVEMENT OF RI | ||||||||
| 3205 POST RD 7549 | WARWICK | RI | 02886 | NONE | PC | DONATION | $85,000 | |
| MAE ORGANIZATION INC | ||||||||
| 1221 RESERVOIR AVE | CRANSTON | RI | 02920 | NONE | PC | DONATION | $25,000 | |
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | ||||||||
| 415 CROSSWAYS PARK DRIVE SUITE D | WOODBURY | NY | 11797 | NONE | PC | DONATION | $500,000 | |
| MAYO CLINIC AZ | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | DONATION | $10,000 | |
| MEALS ON WHEELS OF RI INC | ||||||||
| 70 BATH STREET | PROVIDENCE | RI | 02908 | NONE | PC | DONATION | $35,000 | |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA | ||||||||
| 171 ASHLEY AVE | CHARLESTON | SC | 29435 | NONE | PC | DONATION - EDUCATION | $25,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 100656007 | NONE | PC | DONATION | $973,060 | |
| METHODIST HOSPITAL RESEARCH INSTITUTE | ||||||||
| PO BOX 4805 | HOUSTON | TX | 772104805 | NONE | PC | DONATION | $148,739 | |
| MIRIAM HOSPITAL LIFESPAN CANCER INSTITUTE | ||||||||
| 164 SUMMIT AVE | PROVIDENCE | RI | 02906 | NONE | PC | DONATION | $15,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 FIFTH ST NW | WASHINGTON | DC | 20001 | NONE | PC | DONATION | $460,000 | |
| NATIONAL FEDERATION OF THE BLIND | ||||||||
| 200 EAST WELLS ST | BALTIMORE | MD | 21230 | NONE | PC | DONATION | $100 | |
| OHIO STATE UNIVERSITY FOUNDATION | ||||||||
| 1960 KENNY ROAD | COLUMBUS | OH | 43210 | NONE | PC | DONATION - EDUCATION | -$8,556 | |
| PAN-MASSACHUSETTS CHALLENGE INC | ||||||||
| 225 CHAPMAN STREET | PROVIDENCE | RI | 02905 | NONE | PC | DONATION | $500,000 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | DONATION | $35,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE FBO THE FAMILY VAN | ||||||||
| PO BOX 415649 | BOSTON | MA | 02241 | NONE | PC | DONATION - EDUCATION | $30,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| PO BOX 415649 | BOSTON | MA | 02241 | NONE | PC | DONATION - EDUCATION | $3,784,836 | |
| PROVIDENCE PROMISE | ||||||||
| TWO REGENCY PLAZA SUITE 12 | PROVIDENCE | RI | 02903 | NONE | PC | DONATION | $50,000 | |
| READ TO SUCCEED | ||||||||
| 6 WATER VALLEY ROAD | HOPE | RI | 02831 | NONE | PC | DONATION | $35,000 | |
| RENSSELAER POLYTECHNIC INSTITUTE | ||||||||
| PO BOX 3164 | BOSTON | MA | 022413164 | NONE | PC | DONATION - EDUCATION | $12,500 | |
| RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION | ||||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | PC | DONATION | $35,000 | |
| RHODE ISLAND FOUNDATION | ||||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | NONE | PC | DONATION | $5,000 | |
| RHODE ISLAND PBS FOUNDATION | ||||||||
| 50 PARK LANE | PROVIDENCE | RI | 02907 | NONE | PC | DONATION | $10,000 | |
| ROGERSON HOUSE | ||||||||
| 1 FLORENCE STREET | BOSTON | MA | 02131 | NONE | PC | DONATION | $15,000 | |
| ROSALIND FRANKLIN SOCIETY | ||||||||
| 140 HUGUENOT STREET | NEW ROCHELLE | NY | 10801 | NONE | PC | DONATION | $15,000 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | DONATION | $35,000 | |
| SAN MIGUEL SCHOOL | ||||||||
| 525 BRANCH AVE | PROVIDENCE | RI | 02904 | NONE | PC | DONATION - EDUCATION | $20,000 | |
| SHERILL HOUSE INC | ||||||||
| 135 SOUTH HUNTINGTON AVE | BOSTON | MA | 02130 | NONE | PC | DONATION | $24,998 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE ATTN DONATIONS | MEMPHIS | TN | 381051942 | NONE | PC | DONATION | $5,000 | |
| STANFORD UNIVERSITY | ||||||||
| PO BOX 884253 | LOS ANGELES | CA | 900884253 | NONE | PC | DONATION - EDUCATION | $300,000 | |
| STAR KIDS SCHOLARSHIP PROGRAM | ||||||||
| PO BOX 6214 | MIDDLETOWN | RI | 02842 | NONE | PC | DONATION | $10,000 | |
| THE CARROLL CENTER FOR THE BLIND | ||||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | NONE | PC | DONATION | $10,000 | |
| THE GREATER BOSTON FOOD BANK INC | ||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | PC | DONATION | $35,000 | |
| THE MIRIAM HOSPITAL FOUNDATION | ||||||||
| 164 SUMMIT AVE | PROVIDENCE | RI | 02906 | NONE | PC | DONATION | $15,000 | |
| THE NEW HAMPSHIRE FOOD BANK | ||||||||
| 700 EAST INDUSTRIAL PARK DRIVE | MANCHESTER | NH | 03109 | NONE | PC | DONATION | $35,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 9500 GILMAN DRIVE MC 0009 | LA JOLLA | CA | 920930009 | NONE | PC | DONATION - EDUCATION | $411,021 | |
| THE REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 9500 GILMAN DRIVE MC 0009 | LA JOLLA | CA | 920930009 | NONE | PC | DONATION - EDUCATION | $1,350,000 | |
| TOCKWOTTON ON THE WATERFRONT | ||||||||
| 500 WATERFRONT DRIVE | EAST PROVIDENCE | RI | 02914 | NONE | PC | DONATION | $25,000 | |
| TRUSTEES OF BOSTON UNIVERSITY | ||||||||
| PO BOX 28763 | NEW YORK | NY | 100878763 | NONE | PC | DONATION - EDUCATION | $200,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 191046205 | NONE | PC | DONATION - EDUCATION | $1,173,680 | |
| UNIVERSITY OF SOUTH FLORIDA RESEARCH FOUNDATION INC | ||||||||
| 3702 SPECTRUM BLVD STE 165 | TAMPA | FL | 33612 | NONE | PC | DONATION - EDUCATION | $200,000 | |
| UNIVERSITY OF WASHINGTON | ||||||||
| 4300 ROOSEVELT WAY NE STE 300 | SEATTLE | WA | 98105 | NONE | PC | DONATION - EDUCATION | $200,000 | |
| US NAVAL WAR COLLEGE FOUNDATION | ||||||||
| 686 CUSHING ROAD | NEWPORT | OH | 02841 | NONE | PC | DONATION - EDUCATION | $25,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 1873 | NEW HAVEN | CT | 065081873 | NONE | PC | DONATION - EDUCATION | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,893,636 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,042 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $132,220 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,087,407 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,399 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $80,604 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,533,171 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP FLOW THROUGH | Desc |
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | -$496,453 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$283,629 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,814,019 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,530,390 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $182,250 | Amt |
| Net Investment Income | $47,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $134,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $261,017,637 | EOYBookValueAmt |
| EOYFMV | $337,063,750 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $46,101,016 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $48,453,469 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $98,961,086 | BookValueAmt |
| EOYFMV | $147,840,317 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,076 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,076 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATIONS EXPENSE | $7,817 | $0 | $7,817 |
| DUES AND SUBSCRIPTIONS | $3,209 | $0 | $3,209 |
| INSURANCE - CYBER | $11,086 | $0 | $11,086 |
| INSURANCE - D&O | $116,544 | $0 | $116,544 |
| OFFICE AND GEN ADMIN | $848 | $0 | $846 |
| REPAIRS | $2,145 | $0 | $2,145 |
| GRANT ADMINISTRATION | $17,500 | $0 | $17,500 |
| PRIZE ADMINISTRATION | $125,804 | $0 | $125,804 |
| UTILITIES | $9,694 | $0 | $9,694 |
| INVESTMENT DEDUCTIONS | $0 | $1,293,819 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP FLOW-THROUGH - RENTAL LOSS | -$303,275 | ||
| PARTNERSHIP FLOW-THROUGH - OTHER ORDINARY INCOME | $485,674 | ||
| PARTNERSHIP FLOW THROUGH | -$496,453 | -$496,453 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $528,683 | Amt |
| Net Investment Income | $1,580,704 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $528,683 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $1,168,026 | $0 | $0 |
| STATE EXCISE TAXES | $30,100 | $0 | $0 |
| PAYOLL TAXES | $24,321 | $0 | $24,321 |
| TAXES AND LICENSES | $392 | $0 | $392 |
| OTHER TAXES | $0 | $53,384 | $0 |
| PENALTIES AND SETTLEMENTS | $108,594 | $0 | $0 |