INSTITUTE FOR THE STUDY OF AGING INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR THE STUDY OF AGING INC (EIN 13-4024149)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349109545
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T20:42:39-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 134024149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR THE STUDY OF AGING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 2129018000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WEST 57TH STREET 904 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD FILLIT MD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2129018000 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOWARD | PersonFirstNm |
| Person Last | FILLIT MD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGDALENA CZERNIAWSKI | PreparerPersonNm |
| PTIN | P00535099 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
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 | 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 | $2,219,356 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,710,598 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $30,838 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,584 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,810 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,810 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,810 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $98,199 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,851,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,394 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $46,238 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $46,238 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,871,885 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,871,885 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $331,005 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $331,005 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $129,250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $129,250 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $68,935 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $34,468 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,467 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $385,244 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $385,244 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $135,734 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $135,734 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $30,654 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $380,393 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $380,393 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $82,313 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $82,313 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $861,480 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $861,479 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,323,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,468 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,258,008 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $385,869 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $385,869 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,709,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,468 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,643,877 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$857,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,926 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $210,413 | CashBOYAmt |
| Cash EOY | $225,709 | CashEOYAmt |
| Cash EOYFMV | $225,709 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $686,489 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,399 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,399 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,249 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,249 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,249 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $19,312 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $21,963 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $21,963 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,966,502 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,716,206 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,716,206 | USGovtObligationsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $684,612 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $524,551 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $47,565 | LandBOYAmt |
| Land EOY | $160,061 | LandEOYAmt |
| Land EOYFMV | $160,061 | LandEOYFMVAmt |
| Other Assets BOY | $86,769 | OtherAssetsBOYAmt |
| Other Assets EOY | $86,769 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $86,769 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,017,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,219,356 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,219,356 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $405,400 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $151,835 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,693,749 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,998,398 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,099,149 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,150,233 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$681,188 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $0 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,599,089 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $69,123 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $917,901 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,123 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,017,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,219,356 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $917,901 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$857,555 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,777 | OtherIncreasesAmt |
| Subtotal | $69,123 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,123 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $11,810 | GrossSalesPriceAmt |
| Gain Or Loss | $11,810 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $11,810 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,810 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $124 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $124 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $124 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 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.ALZDISCOVERY.ORG | WebsiteAddressTxt |
| Individual With Books | KAREN HARRIS | IndividualWithBooksNm |
| Phone | 2129018000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WEST 57TH STREET 904 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CAROL S BOULANGER | ||||||||
| 767 FIFTH AVENUE 40TH FLOOR | NEW YORK | NY | 10153 | VP/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID H GERSON | ||||||||
| 767 FIFTH AVENUE 40TH FLOOR | NEW YORK | NY | 10153 | VP/DIRECTOR | 1.00 | $0 | $0 | $0 |
| HOWARD M FILLIT MD | ||||||||
| 57 WEST 57TH STREET STE 904 | NEW YORK | NY | 10019 | EXEC DIR/DIR | 2.00 | $46,238 | $0 | $0 |
| KEVIN DIETERICH | ||||||||
| 767 FIFTH AVENUE 40TH FLOOR | NEW YORK | NY | 10153 | TREASURER | 1.00 | $0 | $0 | $0 |
| LEONARD A LAUDER | ||||||||
| 767 FIFTH AVENUE 40TH FLOOR | NEW YORK | NY | 10153 | CO-PRES/DIR | 1.00 | $0 | $0 | $0 |
| LISA SOMAR | ||||||||
| 767 FIFTH AVENUE 40TH FLOOR | NEW YORK | NY | 10153 | ASST TREAS & SECRETARY | 1.00 | $0 | $0 | $0 |
| RONALD S LAUDER | ||||||||
| 767 FIFTH AVENUE 40TH FLOOR | NEW YORK | NY | 10153 | CO-PRES/DIR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARK ROITHMAYR | ||||||||
| 57 WEST 57TH STREET 904 | NEW YORK | NY | 10019 | CHIEF EXECUTIVE OFFI | 20.00 | $222,141 | $30,027 | $0 |
| JANE A MCINTOSH | ||||||||
| 57 WEST 57TH STREET 904 | NEW YORK | NY | 10019 | CHIEF EXTERNAL AFFAR | 40.00 | $201,083 | $28,177 | $0 |
| GERALYN M LANEVE | ||||||||
| 57 WEST 57TH STREET 904 | NEW YORK | NY | 10019 | COMMUNICATIONS MARKE | 40.00 | $148,174 | $38,056 | $0 |
| KAREN B HARRIS | ||||||||
| 57 WEST 57TH STREET 904 | NEW YORK | NY | 10019 | CHIEF FINANCIAL OFFI | 20.00 | $154,500 | $28,613 | $0 |
| EMILY R BERKOWITZ | ||||||||
| 57 WEST 57TH STREET 904 | NEW YORK | NY | 10019 | DIRECTOR, PUBLIC REL | 40.00 | $110,864 | $32,675 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SIMPSON THACHER & BARTLETT LLP | |||||
| 425 LEXINGTON AVE | NEW YORK | NY | 10017 | LEGAL SERVICES | $106,063 |
| BEACON HILL STAFFING | |||||
| 104 W 40TH ST | NEW YORK | NY | 10018 | STAFFING SERVICES | $84,416 |
| BENCIVENGA WARD COMPANY CPAS | |||||
| 420 COLUMBUS AVE 304 | VALHALLA | NY | 10595 | ACCOUNTING SERVICES | $68,935 |
| 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 | $4,518,474 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $309,271 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,827,745 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,827,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,416 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,755,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $237,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $237,766 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $124 | TotalTaxAmt |
| Distributable Before Adj | $237,642 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $237,642 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $237,642 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,643,877 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,643,877 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $237,642 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,628,687 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,640,495 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,941,577 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,615,977 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,233,682 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,060,418 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,643,877 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $237,642 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,406,235 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,466,653 | 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 | $3,628,687 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,837,966 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,640,495 | ExcessFromYear4Amt |
| Excess From Year3 | $3,941,577 | ExcessFromYear3Amt |
| Excess From Year2 | $3,615,977 | ExcessFromYear2Amt |
| Excess From Year1 | $3,233,682 | ExcessFromYear1Amt |
| Excess From Current Year | $4,406,235 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | ||||||
| 57 WEST 57TH ST 904 | NEW YORK | NY | 10019 | PC | RESEARCH ON ALZHEIMER'S DRUG DISCOVERY | $383,769 |
| ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION | ||||||
| 2700 HORIZON DRIVE SUITE 120 | KING OF PRUSSIA | PA | 19406 | PC | RESEARCH ON ALZHEIMER'S DRUG DISCOVERY | $2,000 |
| HISTORIC HOUSE TRUST | ||||||
| 830 5TH AVE | NEW YORK | NY | 10065 | PC | RESEARCH ON ALZHEIMER'S DRUG DISCOVERY | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $385,869 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,838 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,810 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| ADMINISTRATION FEE | 14 | $51,134 | |
| PRI INCOME | 14 | $47,065 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $93,782 | ExclusionAmt |
| Related Or Exempt Function Incm | $47,065 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $140,847 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | THE INSTITUTE RECEIVED INCOME FROM A PROGRAM RELATED INVESTMENT ("PRI"). THIS INCOME WAS USED TO PAY FOR CERTAIN EXPENSES OF THE ALZHEIMER'S DRUG DISCOVERY FOUNDATION, A TAX-EXEMPT 501 (C) (3) PUBLIC CHARITY, WHICH IS RELATED TO THE INSTITUTE BY COMMON BOARD MEMBERS AND ADMINISTRATORS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTEE LAUDER CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 767 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,710,598 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BENCIVENGA WARD COMPANY CPAS P.C. | CategoryTxt |
| Amt | $68,935 | Amt |
| Net Investment Income | $34,468 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,467 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,716,206 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,716,206 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (5 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COPILEVITZ, LAM & RANEY, PC | $11,721 | $0 | $11,721 |
| CORPORATE CREATIONS INTERNATIONAL INC. | $492 | $0 | $492 |
| EISNER ADVISORY GROUP LLC | $6,174 | $0 | $6,174 |
| FRANKFURT KURNIT KLEIN & SELZ, PC | $4,800 | $0 | $4,800 |
| SIMPSON THACHER & BARTLETT LLP | $106,063 | $0 | $106,063 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $86,769 | BOYBookValueAmt |
| EOY Book Value | $86,769 | EOYBookValueAmt |
| EOYFMV | $86,769 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $47,712 | $0 | $47,712 |
| INFORMATION TECHNOLOGY | $118,911 | $0 | $118,911 |
| ADVERTISING & MARKETING | $181,814 | $0 | $181,814 |
| DEVELOPMENT & FUNDRAISING | $120,335 | $0 | $120,335 |
| CUMMUNICATIONS | $41,615 | $0 | $41,615 |
| OFFICE MAINTENANCE & SUPPLIES | $230,576 | $0 | $230,575 |
| PARKING | $6,600 | $0 | $6,600 |
| DUES & SUBSCRIPTIONS | $63,219 | $0 | $63,219 |
| STAFF DEVELOPMENT | $7,559 | $0 | $7,559 |
| OTHER MIS FEES | $379 | $0 | $379 |
| GIFS -EMPLOYEE | $10,619 | $0 | $10,619 |
| PAYROLL FEES | $32,141 | $0 | $32,141 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ADMINISTRATION FEE | $51,134 | $51,134 |
| PRI INCOME | $47,065 | $47,065 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $8,777 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED RETIREMENT BENEFITS | $1,625,000 | $1,625,000 |
| DUE TO ALZEIMER'S DRUG DISCOVERY FD | $68,749 | $30,953 |
| ACCRUED PAYROLL | $0 | $10,338 |
| ACCRUED EXPENSES | $0 | $206,344 |
| ACCRUED RENT PAYABLE | $0 | $125,763 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (13 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ARABELLA ADVISORS | $39,091 | $0 | $39,091 |
| ASTRON SOLUTIONS, LLC | $7,298 | $0 | $7,298 |
| ELMWOOD ADVISORS LLC | $1,900 | $0 | $1,900 |
| KIWI PARTNERS, INC. | $92,545 | $0 | $92,545 |
| LORI DERNAVICH, LLC | $9,750 | $0 | $9,750 |
| PATHWAYS HEALTH AND COMMUNITY SUPPORT | $11,400 | $0 | $11,400 |
| MB SEARCH, LLC | $18,800 | $0 | $18,800 |
| MCDERMOTT & BULL | $50,645 | $0 | $50,645 |
| BEACON HELL STAFFING | $84,416 | $0 | $84,416 |
| TEMPOSITIONS | $26,351 | $0 | $26,351 |
| THEODORE SANDLER | $585 | $0 | $585 |
| ETHAN HUTCHINSON | $1,675 | $0 | $1,675 |
| OTHER PROFESSIONAL FEES | $40,788 | $0 | $40,788 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $135,734 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $135,734 | DisbursementsCharitablePrpsAmt |