I T HIRSCHL CHARITABLE TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- I T HIRSCHL CHARITABLE TR (EIN 13-6356381)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202301309349103560
- Schema version
- 2022v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T11:37:50-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201835208 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADEPTUS PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 244 WEST 54TH STREET 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136356381 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST UWO IRMA T HIRSCHL | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 9145520261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MCLAUGHLIN STERN 260 MADISON | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEO L SCHMOLKA | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEO L | PersonFirstNm |
| Person Last | SCHMOLKA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Lawrence S Gitlitz | PreparerPersonNm |
| PTIN | P00095651 | PTIN |
| Phone | 2127588050 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,262,122 | 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 | $73,397 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $73,397 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $73,397 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $733,749 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $733,749 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $733,749 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $337,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,038,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $337,785 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,144,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,144,931 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $807,146 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $101,604 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,868 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $67,736 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $44,942 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,980 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $29,962 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,167 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,333 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $285,624 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $285,624 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,651 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,651 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $472,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $361,290 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $111,531 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,420,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,420,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,892,821 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $361,290 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,531,531 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,747,890 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $783,641 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $807,146 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $115,574 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $157,009 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $157,009 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,697,124 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,381,431 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,391,581 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $29,243,361 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,542,774 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,234,183 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,223,379 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,495,184 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,479,349 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $33,279,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,576,398 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,262,122 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $33,279,438 | CapitalStockBOYAmt |
| Capital Stock EOY | $31,576,398 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,279,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,576,398 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,279,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,576,398 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,279,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,747,890 | ExcessRevenueOverExpensesAmt |
| Other Increases | $44,850 | OtherIncreasesAmt |
| Subtotal | $31,576,398 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $31,576,398 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HSBC HOLDINGS | P | 2000-01-01 | 2022-01-14 | $34,000 | $37,458 | -$3,458 | -$3,458 |
| BANK OF AMERICA CORP | P | 2015-07-15 | 2022-01-24 | $10,000 | $11,331 | -$1,331 | -$1,331 |
| US BANCORP DEL COM | P | 2019-06-03 | 2022-01-18 | $650,000 | $700,638 | -$50,638 | -$50,638 |
| CHUBB CORP | P | 2015-12-11 | 2022-01-25 | $195,299 | $113,430 | $81,869 | $81,869 |
| MONDELEZ INTL INC CL A | P | 2021-07-30 | 2022-01-25 | $201,042 | $189,775 | $11,267 | $11,267 |
| PAYSAFE | P | 2022-01-01 | 2022-01-25 | $190,294 | $617,191 | -$426,897 | -$426,897 |
| CLARIVATE | P | 2021-08-12 | 2022-01-28 | $5,641 | $9,125 | -$3,484 | -$3,484 |
| HSBC HOLDINGS | P | 2016-05-04 | 2022-03-30 | $11,000 | $11,691 | -$691 | -$691 |
| US TREASURY | P | 2022-01-01 | 2022-03-09 | $1,991,134 | $1,996,207 | -$5,073 | -$5,073 |
| TD AMERITRADE | P | 2015-06-18 | 2022-04-01 | $50,000 | $49,629 | $371 | $371 |
| EBAY INC | P | 2015-11-04 | 2022-04-15 | $40,000 | $37,448 | $2,552 | $2,552 |
| CHEVRON CORP | P | 2000-01-01 | 2022-04-06 | $247,252 | $180,587 | $66,665 | $66,665 |
| COLGATE PALMOLIVE CO | P | 2000-01-01 | 2022-04-06 | $1,096,411 | $965,374 | $131,037 | $131,037 |
| DANAHER CORP | P | 2016-07-06 | 2022-04-06 | $216,206 | $60,219 | $155,987 | $155,987 |
| GILEAD SCIENCES INC | P | 2016-03-22 | 2022-07-01 | $35,000 | $36,485 | -$1,485 | -$1,485 |
| US TREASURY | P | 2022-01-21 | 2022-07-18 | $199,003 | $199,389 | -$386 | -$386 |
| MERCK & CO INC | P | 2020-12-03 | 2022-07-18 | $93,068 | $77,900 | $15,168 | $15,168 |
| SYSCO CORP | P | 2021-07-30 | 2022-07-18 | $130,032 | $111,279 | $18,753 | $18,753 |
| COCA COLA CO | P | 2021-02-02 | 2022-07-18 | $248,934 | $198,205 | $50,729 | $50,729 |
| CELGENE CORP | P | 2017-01-09 | 2022-08-15 | $500,000 | $508,180 | -$8,180 | -$8,180 |
| ERP OPERATING | P | 2016-06-16 | 2022-08-19 | $35,000 | $35,972 | -$972 | -$972 |
| INTL FLAVORS | P | 2021-05-28 | 2022-09-13 | $165,252 | $212,873 | -$47,621 | -$47,621 |
| HUMANA | P | 2021-10-11 | 2022-09-09 | $290,045 | $247,149 | $42,896 | $42,896 |
| CHEVRON CORP | P | 2018-08-31 | 2022-09-13 | $162,396 | $118,757 | $43,639 | $43,639 |
| DANAHER CORP | P | 2016-07-06 | 2022-09-13 | $144,127 | $36,372 | $107,755 | $107,755 |
| SYSCO CORP | P | 2021-07-30 | 2022-10-19 | $155,166 | $148,372 | $6,794 | $6,794 |
| CHUBB CORP | P | 2015-12-11 | 2022-11-30 | $107,743 | $56,715 | $51,028 | $51,028 |
| HUMANA | P | 2021-10-11 | 2022-11-30 | $213,471 | $164,766 | $48,705 | $48,705 |
| ROCHE HOLDINGS | P | 2021-02-02 | 2022-11-30 | $203,739 | $208,639 | -$4,900 | -$4,900 |
| TJX CORP | P | 2021-10-25 | 2022-11-30 | $317,694 | $261,073 | $56,621 | $56,621 |
| US TREASURY | P | 2022-05-20 | 2022-12-19 | $99,268 | $98,766 | $502 | $502 |
| CIL LITIGATION SETTLEMENTS | P | 2000-01-01 | 2022-10-17 | $563 | $563 | $563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $337,785 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$362,422 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,893 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,893 | SubtotalAmt |
| Tax Based On Investment Income | $10,893 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,444 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $45,444 | TotalPaymentsAndCreditsAmt |
| Overpayment | $34,551 | OverpaymentAmt |
| Applied To ES Tax | $34,551 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIM FELTHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124550422 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MCLAUGHLIN STERN 260 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 | false | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LEO L SCHMOLKA | ||||||
| C/O ADEPTUS 733 RT 35 N | OCEAN | NJ | 07712 | Trustee | 1.00 | $50,802 |
| STEPHEN E JACOBS | ||||||
| C/O ADEPTUS 733 RT 35 N | OCEAN | NJ | 07712 | Trustee | 1.00 | $50,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCLAUGHLIN & STERN LLP | |||||
| 260 MADISON AVENUE | NEW YORK | NY | 10016 | LEGAL | $44,942 |
| CANNELL & CO | |||||
| 545 MADISON AVENUE | NEW YORK | NY | 10022 | INVESTMENT ADVISORY | $285,624 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,716,078 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $289,137 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,005,215 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $44,005,215 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $660,078 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,345,137 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,167,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,167,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,893 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,893 | TotalTaxAmt |
| Distributable Before Adj | $2,156,364 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,156,364 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,156,364 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,531,531 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,531,531 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,156,364 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $309,929 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $202,926 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $512,855 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,531,531 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,156,364 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $375,167 | RemainingDistriFromCorpusAmt |
| Total Corpus | $888,022 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $888,022 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $309,929 | ExcessFromYear3Amt |
| Excess From Year1 | $202,926 | ExcessFromYear1Amt |
| Excess From Current Year | $375,167 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 111 E210TH STREET | BRONX | NY | 10467 | NONE | PC | CHARITABLE | $450,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| 525 EAST 68TH STREET BOX 156 | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE | $450,000 |
| WEILL MEDICAL COLLEGE-CORNELL UNIV | |||||||
| 341 PINE TREE ROAD | ITHACA | NY | 14850 | NONE | PC | CHARITABLE | $450,000 |
| ICAHN SCHOOL OF MEDICINE - MT SINAI | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | CHARITABLE | $450,000 |
| NYU SCHOOL OF MEDICINE | |||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE | $450,000 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE | $170,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,420,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,397 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $733,749 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $337,785 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,144,931 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,144,931 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,500 | Amt |
| Net Investment Income | $6,167 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,333 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,495,184 | EOYBookValueAmt |
| EOYFMV | $1,479,349 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $28,542,774 | EOYBookValueAmt |
| EOYFMV | $38,234,183 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,381,431 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,391,581 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCLAUGHLIN & STERN | CategoryTxt |
| Legal Fees | $44,942 | LegalFeesAmt |
| Net Investment Income | $14,980 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $29,962 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $1,500 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON TAXABLE DIVIDENDS | Desc |
| Amt | $44,850 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $285,624 | Amt |
| Net Investment Income | $285,624 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $20,651 | Amt |
| Net Investment Income | $20,651 | NetInvestmentIncomeAmt |