EDWARD P EVANS: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD P EVANS (EIN 25-6232129)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-09-01
- IRS object ID
- 202342449349100014
- Schema version
- 2021v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-01T14:23:15-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256232129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD P EVANS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 9784946009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 BRICKSTONE SQUARE 201 | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL LEWIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9784946009 | PhoneNum |
| Signature | 2023-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | LEWIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIE ARRIGO | PreparerPersonNm |
| PTIN | P00058583 | PTIN |
| Phone | 2129498700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $335,777,303 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,493,205 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,458,832 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,295,329 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,302,779 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,140,597 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,662,824 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,153,781 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $47,651,358 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,753,210 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,400,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $154,117 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,102,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $96,833 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,773 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $91,981 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,080 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,080 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $108,119 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $36,040 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,039 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,050 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,050 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $398,807 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $376,163 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $120,624 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $267,287 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $267,287 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,566,985 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,573,888 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,193 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,964,785 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,141,981 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,542,380 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,485,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,485,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,449,945 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,141,981 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,027,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,201,413 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,611,229 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $309,552 | CashBOYAmt |
| Cash EOY | $254,514 | CashEOYAmt |
| Cash EOYFMV | $254,514 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $64 | AcctRcvblBOYAmt |
| Other Investments BOY | $241,851,570 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $268,114,669 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $326,022,780 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,500,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $242,161,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $268,369,192 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $335,777,303 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,929 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $18,513 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $11,929 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,513 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $242,149,266 | CapitalStockBOYAmt |
| Capital Stock EOY | $268,350,679 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $242,149,266 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $268,350,679 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $242,161,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $268,369,192 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $242,149,266 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,201,413 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $268,350,679 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $268,350,679 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| GEM ENDOWMENT FUND, L.P. - LT | P | 2022-11-30 | $17,678,988 | $17,678,988 | $17,678,988 | |
| GEM ENDOWMENT FUND, L.P. - ST | P | 2022-11-30 | $3,850,612 | $3,850,612 | $3,850,612 | |
| GEM ENDOWMENT FUND, L.P. - 1231 | P | 2022-11-30 | $82,469 | $82,469 | $82,469 | |
| GEM ENDOWMENT FUND, L.P. - 1256 | P | 2022-11-30 | -$606,738 | -$606,738 | $606,738 | |
| GEM ENDOWMENT FUND, L.P. - IC | P | 2022-11-30 | -$99 | -$99 | $99 | |
| GS CAPITAL PARTNERS V AIV - LT | P | 2022-11-30 | $90 | $90 | $90 | |
| GS CAPITAL PARTNERS V - LT | P | 2022-11-30 | -$32,362 | -$32,362 | $32,362 | |
| MAKENA CAPITAL SPLITTER X, L.P. - LT | P | 2022-11-30 | $15,967,157 | $15,967,157 | $15,967,157 | |
| MAKENA CAPITAL SPLITTER X, L.P. - ST | P | 2022-11-30 | $2,229,243 | $2,229,243 | $2,229,243 | |
| MAKENA CAPITAL SPLITTER X, L.P. - 1231 | P | 2022-11-30 | $350,289 | $350,289 | $350,289 | |
| MAKENA CAPITAL SPLITTER X, L.P. - 1256 | P | 2022-11-30 | -$1,186,187 | -$1,186,187 | $1,186,187 | |
| STARK SELECT ASSET FUND LLC - LT | P | 2022-11-30 | $26 | $26 | $26 | |
| VINTAGE IV LP - LT | P | 2022-11-30 | $24,204 | $24,204 | $24,204 | |
| VINTAGE IV LP - ST | P | 2022-11-30 | $1 | $1 | $1 | |
| VINTAGE IV LP - 1231 | P | 2022-11-30 | -$447 | -$447 | $447 | |
| VINTAGE IV LP - 1256 | P | 2022-11-30 | -$3 | -$3 | $3 | |
| PUBLICLY TRADED SECURITIES | P | 2022-11-30 | $10,209,533 | -$176,434 | -$176,434 | $10,385,967 |
| PUBLICLY TRADED SECURITIES | P | 2022-11-30 | $3,904,527 | -$45,852 | -$45,852 | $3,950,379 |
| GS MEZZANINE PARTNERS 2006 LP | P | 2022-11-30 | $5,427 | $5,427 | $5,427 | |
| STARK INVESTMENTS | P | 2022-11-30 | $213 | $213 | $213 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,140,597 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $522,796 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $522,796 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $522,796 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $129,657 | 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 | $129,657 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $393,139 | 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 | Yes (1) | 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 | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | 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 | WWW.EPEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MICHAEL LEWIS PHD | IndividualWithBooksNm |
| Phone | 9784946009 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 BRICKSTONE SQUARE SUITE 201 | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT EVANS | ||||||||
| 300 BRICKSTONE SQUARE 201 | ANDOVER | MA | 01810 | TRUSTEE | 5.00 | $175,000 | $0 | $0 |
| WILLIAM S FARISH IV | ||||||||
| 300 BRICKSTONE SQUARE 201 | ANDOVER | MA | 01810 | TRUSTEE | 8.00 | $175,000 | $0 | $0 |
| BARBARA BIERER | ||||||||
| 300 BRICKSTONE SQUARE 201 | ANDOVER | MA | 01810 | TRUSTEE | 12.00 | $200,000 | $0 | $0 |
| JAMES L TULLIS | ||||||||
| 300 BRICKSTONE SQUARE 201 | ANDOVER | MA | 01810 | TRUSTEE | 5.00 | $175,000 | $0 | $0 |
| BENJAMIN POLAK | ||||||||
| 300 BRICKSTONE SQUARE 201 | ANDOVER | MA | 01810 | TRUSTEE | 5.00 | $175,000 | $0 | $0 |
| MICHAEL LEWIS | ||||||||
| 300 BRICKSTONE SQUARE 201 | ANDOVER | MA | 01810 | PRESIDENT | 50.00 | $415,000 | $29,388 | $0 |
| TRACEY BOLOTNICK | ||||||||
| 300 BRICKSTONE SQUARE 201 | ANDOVER | MA | 01810 | GENERAL COUNSEL | 12.00 | $85,000 | $44,398 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $85,480 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $349,550,554 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $729,505 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,500,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $359,780,059 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $359,780,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,396,701 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $354,383,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,719,168 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,719,168 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $522,796 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $522,796 | TotalTaxAmt |
| Distributable Before Adj | $17,196,372 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $61,531 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,257,903 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,257,903 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,027,540 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,027,540 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,257,903 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $860,040 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,027,540 | QualifyingDistributionsAmt |
| Applied To Year1 | $860,040 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,167,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,090,403 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $2,850,000 | |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| 1 BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $50,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 300 LONGWOOD AVENUE BCH 3173 | BOSTON | MA | 02115 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $600,000 | |
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | ||||||||
| 3333 BURNET AVENUE MLC 9002 | CINCINNATI | OH | 45229 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $450,000 | |
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $350,000 | |
| DANA-FARBER CANCER INSTITUTE INC | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02115 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $750,000 | |
| FRED HUTCHINSON CANCER RESEARCH CENTER FOUNDATION | ||||||||
| 1100 FAIRVIEW AVENUE N J6-205 | SEATTLE | WA | 98109 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $250,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $200,000 | |
| JOHN HOPKINS UNIVERSITY | ||||||||
| 3910 KESWICK ROAD N4327B | BALTIMORE | MD | 21211 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $400,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $200,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $1,710,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 25 WEST 4TH STREET 4TH FLOOR | NEW YORK | NY | 10012 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $450,000 | |
| OREGON HEALTH AND SCIENCES UNIVERSITY FOUNDATION | ||||||||
| 2020 SW 4TH AVENUE SUITE 900 | PORTLAND | OR | 97201 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $125,000 | |
| REGENTS OF THE UNIVERSITY OF COLORADO | ||||||||
| 1800 N GRANT STREET SUITE 400 | DENVER | CO | 80203 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $275,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE MAIL STOP | MEMPHIS | TN | 38105 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $400,000 | 761 |
| STANFORD UNIVERSITY | ||||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $350,000 | |
| THE CLEVELAND CLINIC FOUNDATION | ||||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $100,000 | |
| THE JACKSON LABORATORY | ||||||||
| PO BOX 254 | BAR HARBOR | MA | 02108 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $200,000 | |
| THE OHIO STATE UNIVERSITY FOUNDATION | ||||||||
| 14 E 15TH AVE | COLUMBUS | OH | 43201 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $150,000 | |
| THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | ||||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $400,000 | |
| UNIVERSITY OF ARKANSAS FOUNDATION INC | ||||||||
| 535 W RESEARCH CENTER BLVD SUITE | FAYETTEVILLE | AR | 72701 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $125,000 | 120 |
| UNIVERSITY OF CHICAGO | ||||||||
| 5235 S HARPER COURT 4TH FLOOR | CHICAGO | IL | 60615 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $325,000 | |
| UNIVERSITY OF FLORIDA | ||||||||
| 10405 NW THEO JACOBS WAY | BRISTOL | FL | 32321 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $200,000 | |
| UNIVERSITY OF MIAMI | ||||||||
| PO BOX 248106 | CORAL GABLES | FL | 33124 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $275,000 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $150,000 | |
| UNIVERSITY OF MINNESOTA | ||||||||
| 200 OAK STREET SE | MINNEAPOLIS | MN | 55455 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $25,000 | |
| UNIVERSITY OF ROCHESTER | ||||||||
| 601 ELMWOOD AVENUE | ROCHESTER | NY | 14642 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $400,000 | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO | ||||||||
| 7703 FLOYD CURL DRIVE | SAN ANTONIO | TX | 78229 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $250,000 | |
| UNIVERSITY OF TEXAS SOUTH WEST MEDICAL CENTER | ||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $150,000 | |
| UNIVERSITY OF WASHINGTON | ||||||||
| 1410 NE CAMPUS PARKWAY | SEATTLE | WA | 98195 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $200,000 | |
| UNIVERSITY OF WISCONSIN - MADISON | ||||||||
| 702 WEST JOHNSON STREET SUITE 1101 | MADISON | WI | 53715 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $200,000 | |
| VANDERBILT UNIVERSITY MEDICAL CENTER | ||||||||
| 3322 WEST END AVENUE SUITE 900 | NASHVILLE | TN | 37203 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $25,160 | |
| WASHINGTON UNIVERSITY | ||||||||
| 1 BROOKINGS DRIVE | ST LOUIS | MO | 63130 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $600,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $300,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,485,160 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $34,373 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,458,832 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,154,732 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,140,597 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| STUD FEES - RACE HORSE | 110000 | $1,944,744 | ||
| RETURNED GRANTS | 01 | $61,531 | ||
| FEDERAL TAX REFUNDS | 01 | $4,947 | ||
| PASS-THRU PARTNERSHIP INCOME | 523000 | $1,497,821 | 01 | $1,153,781 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,631,670 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,819,688 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,451,358 | 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 |
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 | RUNX1 RESEARCH PROGRAM | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1482 E VALLEY ROAD SUITE 137 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EISNER ADVISORY GROUP, LLC | $85,480 | $28,494 | $28,493 |
| ARABELLA ADVISORS, LLC | $3,268 | $1,089 | $1,089 |
| KIWI PARTNERS | $19,371 | $6,457 | $6,457 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS VINTAGE FUND IV LP | FMV | $715,026 | $309,197 |
| GS CAPITAL PARTNERS V LP | FMV | $705,853 | $21,568 |
| GS MESSANINE PARTNERS 2006 LP | FMV | $0 | $4,077 |
| STARK INVESTMENTS | FMV | $0 | $2,011 |
| GLOBAL ENDOWMENT INVESTMENTS | FMV | $117,934,397 | $140,879,722 |
| MAKENA CAPITAL INVESTMENTS | FMV | $119,464,678 | $157,707,232 |
| INTER-TERM CORP BND IX AD | FMV | $14,015,133 | $12,681,667 |
| SHORT-TERM CORP BND IX AD | FMV | $14,252,643 | $13,565,467 |
| ULTRASHORTTERM BND ADM | FMV | $836,804 | $831,554 |
| WHITEHALL STREET GLOBAL RE LP 2001 | FMV | $0 | $20,285 |
| GSCP AIV LP | FMV | $190,135 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BLANKINGSHIP KEITH PC | CategoryTxt |
| Legal Fees | $1,080 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,080 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RACE HORSE, NET OF ACCUM DEPR | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $9,500,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| QUALITY ROAD BOARDING EXPENSES | $112,768 | $0 | $0 |
| QUALITY ROAD INSURANCE PREMIUM | $282,500 | $0 | $0 |
| OFFICE SUPPLIES | $11,205 | $0 | $11,205 |
| POSTAGE & SHIPPING | $351 | $0 | $351 |
| MAILING SERVICES | $1,211 | $0 | $1,211 |
| INSURANCE | $6,635 | $0 | $6,635 |
| MEMBERSHIP DUES | $375 | $0 | $375 |
| SOFTWARE EXPENSES | $9,349 | $0 | $9,349 |
| MISCELLANOUS EXPENSES | $808 | $0 | $808 |
| BANK FEES | $5,471 | $0 | $5,471 |
| PASS-THRU PARTNERSHIP EXPENSES | $5,136,312 | $4,573,888 | $2,788 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STUD FEES - RACE HORSE | $1,944,744 | $1,944,744 | |
| RETURNED GRANTS | $61,531 | $61,531 | |
| FEDERAL TAX REFUNDS | $4,947 | $4,947 | |
| PASS-THRU PARTNERSHIP INCOME | $2,651,602 | $2,651,602 | $1,153,781 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SMITHPILOT, INC. | CategoryTxt |
| Amt | $5,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,050 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENTS | $95,000 | $0 | $0 |
| STATE UBI TAX PAYMENTS | $25,124 | $0 | $0 |
| STATE REGISTRATION PAYMENTS | $500 | $0 | $500 |