DEERFIELD PARTNERSHIP FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DEERFIELD PARTNERSHIP FOUNDATION (EIN 05-0618950)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333209349100803
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T23:08:23-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 050618950 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Deerfield Partnership Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Deerfield Management Company | InCareOfNm |
| Business Name Control | DEER | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark Veich | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2125511600 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mark | PersonFirstNm |
| Person Last | Veich | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $103,450,740 | 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 | $1,236,469 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,891 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,891 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,590,648 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,360 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,605,209 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $537,398 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $573,456 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,374,406 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,188,556 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $441,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $441,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $313,455 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $313,455 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $66,754 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $66,754 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,210 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,210 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $123,718 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $123,718 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $72,145 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $61,630 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $61,630 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $223,695 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $93,939 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $128,074 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,316,107 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,939 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,148,341 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,347,308 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,343,738 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,663,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,939 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,492,079 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$289,009 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,094,617 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,802,780 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,393,729 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,393,729 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $12,966,822 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,086,864 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $101,057,011 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,769,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,480,593 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $103,450,740 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $16,769,602 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,480,593 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,769,602 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,480,593 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,769,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,480,593 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,769,602 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$289,009 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,480,593 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,480,593 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $19,360 | $4,799 | $14,561 | $14,561 |
| Passthrough K1 Capital Gain/(Loss) | $4,590,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,605,209 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,815 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $70,815 | SubtotalAmt |
| Tax Based On Investment Income | $70,815 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $72,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $85,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,547 | EsPenaltyAmt |
| Overpayment | $12,638 | OverpaymentAmt |
| Applied To ES Tax | $12,638 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deerfield Management Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125511600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Avenue South | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | 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 | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Andrew ElBardissi | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| James Flynn | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Karen Heidelberger Retzler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Leslie Henshaw | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Jonathan Isler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Jana Jensen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Robert Snetiker | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Mark Veich | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 50.0 | $441,500 | $7,412 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| KATHRYN WILSON | |||||||
| 345 PARK AVENUE SOUTH | New York | NY | 10010 | Program Director | 95.0 | $198,070 | $5,976 |
| JULIANNA SANTAMARIA | |||||||
| 345 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | Executive Assistant | 75.0 | $115,385 | |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FOUNDATION SOURCE | |||||
| 55 Walls Drive | FAIRFIELD | CT | 06824 | Administrative | $116,446 |
| DAD Strategies LLC | |||||
| 340 E 80th Street 18E | New York | NY | 10075 | Philanthropic | $67,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,731,731 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $101,057,011 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,788,742 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $103,788,742 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,556,831 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,231,911 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,111,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,111,596 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,815 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70,815 | TotalTaxAmt |
| Distributable Before Adj | $5,040,781 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,040,781 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,040,781 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,492,079 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,570 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,495,649 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,040,781 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $3,099,326 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,682,781 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,541,370 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,304,096 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,021,647 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,649,220 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,495,649 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,040,781 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,454,868 | RemainingDistriFromCorpusAmt |
| Total Corpus | $15,104,088 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $250,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,849,326 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,004,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,682,781 | ExcessFromYear4Amt |
| Excess From Year3 | $2,541,370 | ExcessFromYear3Amt |
| Excess From Year2 | $3,304,096 | ExcessFromYear2Amt |
| Excess From Year1 | $1,021,647 | ExcessFromYear1Amt |
| Excess From Current Year | $1,454,868 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A-Z CHILDREN LIMITED - NURTURE AFRICA | ||||||||||||
| 54 PEMBROKE RD | DUBLIN | BALLSBRIDGE | EI | 4 | N/A | PC | healthcare program for 'at-risk' groups through improved health care and training | $189,050 | ||||
| ACHILLES INTERNATIONAL INC | ||||||||||||
| N/A | PC | To support programming for Achilles Kids in New York City and address the crucial need for physical activity for children with disabilities | $30,000 | 315 WEST 39TH ST STE 205 | NEW YORK | NY | 10018 | |||||
| ADVANCIUM HEALTH NETWORK INC | ||||||||||||
| N/A | PC | General & Unrestricted | $1,000,000 | 345 PARK AVE SOUTH 12TH FL | NEW YORK | NY | 10010 | |||||
| ADVANCIUM HEALTH NETWORK INC | ||||||||||||
| N/A | PC | To support CobiCure's operational and administrative expenses and funding activities supporting the core infrastructure growth | $350,000 | 345 PARK AVE SOUTH 12TH FL | NEW YORK | NY | 10010 | |||||
| ADVANCIUM HEALTH NETWORK INC | ||||||||||||
| N/A | PC | Glenn Shunt program | $800,000 | 345 PARK AVE SOUTH 12TH FL | NEW YORK | NY | 10010 | |||||
| ALEXS LEMONADE STAND FOUNDATION | ||||||||||||
| N/A | PC | General & Unrestricted | $250 | 333 E LANCASTER AVE 414 | WYNNEWOOD | PA | 19096 | |||||
| CAMP TWIN LAKES INC | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 1100 SPRING ST NW STE 406 | ATLANTA | GA | 30309 | |||||
| CHILDRENS BRAIN TUMOR FOUNDATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 1460 BROADWAY | NEW YORK | NY | 10036 | |||||
| CHILDRENS SPECIALIZED HOSPITAL FOUNDATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $100 | 150 NEW PROVIDENCE RD | MOUNTAINSIDE | NJ | 07092 | |||||
| COALITION FOR THE HOMELESS INC | ||||||||||||
| N/A | PC | Crisis Intervention Family Advocacy efforts | $80,000 | 129 FULTON ST | NEW YORK | NY | 10038 | |||||
| COALITION FOR THE HOMELESS INC | ||||||||||||
| N/A | PC | General & Unrestricted (see general explanation) | $2,052 | 129 FULTON ST | NEW YORK | NY | 10038 | |||||
| ADVANCIUM HEALTH NETWORK INC | ||||||||||||
| N/A | PC | Glenn Shunt Program | $500,000 | 345 PARK AVE South 12TH FL | NEW YORK | NY | 10010 | |||||
| COVENANT HOUSE | ||||||||||||
| N/A | PC | General & Unrestricted (see general explanation) | $6,843 | 5 PENN PLZ | NEW YORK | NY | 10001 | |||||
| COVENANT HOUSE | ||||||||||||
| N/A | PC | Covenant House New York's Federally-Qualified Health Center - staffing expenses; drugs costs, medical supplies and lab tests; and costs related to Electronic Health Record system to meet the needs of youth and young families overcoming homelessness | $150,000 | 5 PENN PLZ | NEW YORK | NY | 10001 | |||||
| EDEN AUTISM SERVICES INC | ||||||||||||
| N/A | PC | General & Unrestricted | $250 | 2 MERWICK RD | PRINCETON | NJ | 08540 | |||||
| FAMILY & CHILDRENS SERVICE INC OF MONMOUTH COUNTY | ||||||||||||
| N/A | PC | General & Unrestricted | $100 | 191 BATH AVE | LONG BRANCH | NJ | 07740 | |||||
| FAMILY CENTER INC | ||||||||||||
| N/A | PC | General & Unrestricted | $1,000 | 493 NOSTRAND AVE | BROOKLYN | NY | 11216 | |||||
| FAMILY CENTER INC | ||||||||||||
| N/A | PC | Development of Project Youth League, a holistic, antiracist curriculum that combines myriad evidence-based modalities to address trauma symptomology and improve daily functioning for trauma-exposed BIPOC youth residing in Central Brooklyn. The Family Center will then deliver the curriculum intervention to 175 youth annually. | $110,000 | 493 NOSTRAND AVE | BROOKLYN | NY | 11216 | |||||
| GILDAS CLUB WESTCHESTER INC | ||||||||||||
| N/A | PC | To provide free, age-appropriate psychosocial support/education to youth and parents/guardians, to increase outreach to underserved families through community partnerships, to increase school personnel's ability to support youth, and to expand virtual programming/reach. Grant funding will be used towards the Gilda's Club Wellbotics program, which uses instructional robots and leverages Science, Technology, Engineering, Art, Math, and Mindfulness (STEAM +M) to increase problem solving skills, communication and cooperation amongst children facing family trauma | $14,530 | 80 MAPLE AVE | WHITE PLAINS | NY | 10601 | |||||
| HARLEM LACROSSE AND LEADERSHIP CORPORATION | ||||||||||||
| N/A | PC | 10th Anniversary National Celebration | $75 | 8 W 126TH ST 3RD FL | NEW YORK | NY | 10027 | |||||
| HEALTH EQUITY INTERNATIONAL | ||||||||||||
| N/A | PC | General & Unrestricted | $26,100 | 40 GLEN AVE | NEWTON | MA | 02459 | |||||
| HEALTH EQUITY INTERNATIONAL | ||||||||||||
| N/A | PC | Provide a full range of maternal, neonatal, and child health services, including both hospital and community-based services, amid a context of humanitarian crisis in Haiti | $125,000 | 40 GLEN AVE | NEWTON | MA | 02459 | |||||
| HIGH & MIGHTY THERAPEUTIC RIDING AND DRIVING CENTE | ||||||||||||
| N/A | PC | General & Unrestricted | $512 | 71 COUNTY RTE 21C | GHENT | NY | 12075 | |||||
| INSTITUTE FOR LIFE CHANGING MEDICINES | ||||||||||||
| N/A | PC | General & Unrestricted | $333,334 | 345 PARK AVE 12TH FLOOR | NEW YORK | NY | 10154 | |||||
| INTEGRATE HEALTH INC | ||||||||||||
| N/A | PC | General & Unrestricted | $6,000 | 16 GRANITE ST | MEDWAY | MA | 02053 | |||||
| KIDSAVE INTERNATIONAL INC | ||||||||||||
| N/A | PC | General & Unrestricted | $210 | 200 CORPORATE POINTE STE 325 | CULVER CITY | CA | 90230 | |||||
| LAST MILE HEALTH | ||||||||||||
| N/A | PC | Improving the quality of community-based health care delivery for mothers and children in Liberia | $100,000 | PO BOX 130122 | BOSTON | MA | 02113 | |||||
| LEUKEMIA & LYMPHOMA SOCIETY INC | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | PO BOX 22443 | NEW YORK | NY | 10087 | |||||
| LTP FOUNDATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $2,500 | 195 MEADOWVIEW AVE | HEWLETT | NY | 11557 | |||||
| LWALA COMMUNITY ALLIANCE INC | ||||||||||||
| N/A | PC | Expanding the Helping Babies Breathe Initiative in Migori County | $150,000 | PO BOX 60688 | NASHVILLE | TN | 37206 | |||||
| LWALA COMMUNITY ALLIANCE INC | ||||||||||||
| N/A | PC | General & Unrestricted | $1,000 | PO BOX 60688 | NASHVILLE | TN | 37206 | |||||
| MANY HOPES INC | ||||||||||||
| N/A | PC | General & Unrestricted | $100 | 255 W 93RD ST 1N | NEW YORK | NY | 10025 | |||||
| MANY HOPES INC | ||||||||||||
| N/A | PC | Building a Surgical Suite to Save Lives | $211,000 | 255 W 93RD ST 1N | NEW YORK | NY | 10025 | |||||
| MAY-WE-HELP | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 7501 WOOSTER PIKE | CINCINNATI | OH | 45227 | |||||
| MAY-WE-HELP | ||||||||||||
| N/A | PC | Fabrication and distribution of Sensory Chairs for Children with Autism Program and Adapted Toys for Children with Disabilities Program | $40,304 | 7501 WOOSTER PIKE | CINCINNATI | OH | 45227 | |||||
| MEDTECH COLOR | ||||||||||||
| N/A | PC | MedTech Color Collaborative Community | $10,000 | 3400 COTTAGE WAY STE G | SACRAMENTO | CA | 95825 | |||||
| MEETING ESSENTIAL NEEDS WITH DIGNITY INC | ||||||||||||
| N/A | PC | General & Unrestricted | $1,000 | PO BOX 1304 | MAPLEWOOD | NJ | 07040 | |||||
| MIRACLEFEET | ||||||||||||
| N/A | PC | General & Unrestricted | $510 | 107 CONNOR DR STE 230 | CHAPEL HILL | NC | 27514 | |||||
| MUSO INC | ||||||||||||
| N/A | PC | Rapid Care model for health care access program | $150,000 | 3254 19TH ST 2ND FLOOR | SAN FRANCISCO | CA | 94110 | |||||
| MYASWAN INC | ||||||||||||
| N/A | PC | critical vulnerable babies program | $328,000 | 1448 TWELVE OAKS CT | ALAMO | CA | 94507 | |||||
| NATIONAL DOWN SYNDROME SOCIETY | ||||||||||||
| N/A | PC | General & Unrestricted | $2,120 | 8 E 41ST ST | NEW YORK | NY | 10017 | |||||
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT INC | ||||||||||||
| N/A | PC | General & Unrestricted | $1,000 | 1301 FIFTH AVE 1ST FLOOR | NEW YORK | NY | 10029 | |||||
| OCEANS HARBOR HOUSE INC | ||||||||||||
| N/A | PC | General & Unrestricted | $155 | 808 CONIFER ST | TOMS RIVER | NJ | 08753 | |||||
| ORPHAN DISEASE PATHWAY PROJECT | ||||||||||||
| N/A | PC | General & Unrestricted | $1,250 | 400 CAPITAL BLVD | ROCKY HILL | CT | 06067 | |||||
| PRINCETON-BLAIRSTOWN CENTER INC | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 13 ROSZEL RD STE B109 | PRINCETON | NJ | 08540 | |||||
| RED DOOR COMMUNITY INC | ||||||||||||
| N/A | PC | Youth Cancer Support Program | $129,535 | 195 W HOUSTON ST | NEW YORK | NY | 10014 | |||||
| RED DOOR COMMUNITY INC | ||||||||||||
| N/A | PC | General & Unrestricted | $1,000 | 195 W HOUSTON ST | NEW YORK | NY | 10014 | |||||
| SAVE THE CHILDREN FEDERATION INC | ||||||||||||
| N/A | PC | health Support for Children Affected by Ukraine Crisis | $15,000 | 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | |||||
| SAVE THE CHILDREN FEDERATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $353 | 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | |||||
| SRI LANKA MEDICAL ASSOCIATION NORTH AMERICA INC | ||||||||||||
| N/A | PC | General & Unrestricted | $25,000 | 3 TORRENCE DR | LIVINGSTON | NJ | 07039 | |||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||||||
| N/A | PC | General & Unrestricted | $100 | 3750 NW 87TH AVE STE 100 | DORAL | FL | 33178 | |||||
| STACHESTRONG INC | ||||||||||||
| N/A | PC | General & Unrestricted | $100 | 511 CASTLEMAN RD | VESTAL | NY | 13850 | |||||
| THE MATTHEW LARSON FOUNDATION FOR PEDIATRIC BRAIN | ||||||||||||
| N/A | PC | Family Assistance Program in the Tri-State Area | $75,000 | 965 LILY POND LN | FRANKLIN LKS | NJ | 07417 | |||||
| THE NEW YORK FOUNDLING | ||||||||||||
| N/A | PC | General & Unrestricted | $1,000 | 590 AVE OF THE AMERICAS | NEW YORK | NY | 10011 | |||||
| THE WATER TRUST INC | ||||||||||||
| N/A | PC | To improve the health of school children in rural Uganda through improved access to water and hygiene in schools | $250,000 | PO BOX 4668 75942 | NEW YORK | NY | 10163 | |||||
| UNC ESHELMAN SCHOOL OF PHARMACY FOUNDATION | ||||||||||||
| N/A | PC | fund for 20 students to attend the ITPS 2022 | $8,000 | 194 FINLEY GOLF COURSE RD STE 106 | CHAPEL HILL | NC | 27517 | |||||
| UNITED STATES FUND FOR UNICEF | ||||||||||||
| N/A | PC | General & Unrestricted | $300 | 125 MAIDEN LN 11TH FL | NEW YORK | NY | 10038 | |||||
| UNIVERSITY INDUSTRY DEMONSTRATION PARTNERSHIP INC | ||||||||||||
| N/A | PC | Charitable Event | $10,000 | 1705 RICHLAND ST STE G | COLUMBIA | SC | 29201 | |||||
| VILLAGE HEALTH WORKS | ||||||||||||
| N/A | PC | The development and validation of a tool for mental health screening for children and youth | $105,075 | 45 W 36TH ST 8TH FLOOR | NEW YORK | NY | 10018 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,347,308 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,891 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,590,648 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$36,058 | 14 | $571,813 |
| INCOME FROM DEERFIELD SPECIAL SITUATIONS | 01 | $1,643 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$36,058 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,173,995 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,137,937 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (34 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Anderman Jared | |||||||
| 1 | 8 Piney Point Ave | Croton On Hudson | NY | 10128 | $11,000 | Yes (X) | |
| Anderson Sumner | |||||||
| 2 | 14 East 90th Street Apt 7C | New York | NY | 10128 | $10,000 | Yes (X) | |
| Aprilakis Konstantinos | |||||||
| 3 | 345 Park Ave South | New York | NY | 10010 | $10,000 | Yes (X) | |
| Atinsky Lawrence | |||||||
| 4 | 122 E 82nd Street Apt 3A | New York | NY | 10028 | $5,000 | Yes (X) | |
| Barriocanal Nelson | |||||||
| 5 | 185 Cedar Ave | Rockville Centre | NY | 11570 | $8,000 | Yes (X) | |
| Berg Kevin | |||||||
| 6 | 79 Fairway Ave | Rye | NY | 10580 | $5,282 | Yes (X) | |
| Bergen Michael | |||||||
| 7 | 5 Canoe Trail | Darien | CT | 06820 | $10,000 | Yes (X) | |
| Bishop Nicholas | |||||||
| 8 | 217 W 110th St Apt 9 | New York | NY | 10026 | $6,000 | Yes (X) | |
| Bizoza Brian | |||||||
| 9 | 357 Henry St | Brooklyn | NY | 11201 | $35,000 | Yes (X) | |
| Brancaccio Marian | |||||||
| 10 | 525 West 52st Apt 7ES | New York | NY | 10019 | $30,000 | Yes (X) | |
| Caze Alexis | |||||||
| 11 | 1079 Orienta Avenue | Mamoroneck | NY | 10543 | $20,000 | Yes (X) | |
| Clark David | |||||||
| 12 | 336 East 53rd Steet 5th Floor | New York | NY | 10022 | $25,000 | Yes (X) | |
| ElBardissi Andrew | |||||||
| 13 | 290 Third Avenue Apt 23B | New York | NY | 10010 | $30,000 | Yes (X) | |
| Farrell Michael | |||||||
| 14 | 106 Connelly Avenue | Budd Lake | NJ | 07828 | $20,000 | Yes (X) | |
| Flynn James | |||||||
| 15 | 780 Third Avenue Floor 37 | New York | NY | 10017 | $350,000 | Yes (X) | |
| Foley Mike | |||||||
| 16 | 345 Park Ave South | New York | NY | 10010 | $5,000 | Yes (X) | |
| Furst Howie | |||||||
| 17 | 7 Luckenbach Lane | Port Washington | NY | 11050 | $25,000 | Yes (X) | |
| Gaddy Vicky | |||||||
| 18 | 56 Gansett Court | Long Branch | NJ | 07740 | $11,000 | Yes (X) | |
| Ganesan Bharath | |||||||
| 19 | 345 Park Ave South | New York | NY | 10010 | $5,000 | Yes (X) | |
| Greene Adam | |||||||
| 20 | 19 Oak Ave | Larchmont | NY | 10538 | $7,500 | Yes (X) | |
| Grossman Adam | |||||||
| 21 | 7609 Rossdhu Ct | Chevy Chase | MD | 20815 | $21,024 | Yes (X) | |
| Heidelberger Retzler Karen | |||||||
| 22 | 315 East 83rd Street PH2 | New York | NY | 10028 | $15,000 | Yes (X) | |
| Henshaw Leslie | |||||||
| 23 | 22 Garden Place | Brooklyn | NY | 11201 | $60,000 | Yes (X) | |
| Jensen Jana | |||||||
| 24 | 363 Irving Ave | South Orange | NJ | 07079 | $9,000 | Yes (X) | |
| Kometz Avi | |||||||
| 25 | 565 Broome Street S22A | New York | NY | 10013 | $20,000 | Yes (X) | |
| Leff Jonathan | |||||||
| 26 | 102 Cliff Avenue | Pelham | NY | 10803 | $10,015 | Yes (X) | |
| Ramos Jonathan | |||||||
| 27 | 26 Manor Road | Wyckoff | NJ | 07481 | $10,000 | Yes (X) | |
| Slattery William | |||||||
| 28 | 780 Third Avenue 37th Floor | New York | NY | 10017 | $71,475 | Yes (X) | |
| Snetiker Robert | |||||||
| 29 | 330 W 58th St Apt 16K | New York | NY | 10019 | $5,500 | Yes (X) | |
| Su Zheng | |||||||
| 30 | 1450 Washington St Apt PH1 | Hoboken | NJ | 07030 | $21,000 | Yes (X) | |
| Takats Paul | |||||||
| 31 | 695 Washington St 2A | New York | NY | 10014 | $7,000 | Yes (X) | |
| The Slattery Family Foundation | |||||||
| 32 | 1A Martin Road | Rye | NY | 10580 | $250,000 | Yes (X) | |
| Wang Elise | |||||||
| 33 | 160 West 86th St Apt PH2 | New York | NY | 10024 | $25,000 | Yes (X) | |
| Wheeler Cameron | |||||||
| 34 | 114 W 73rd St Apt A | New York | NY | 10023 | $25,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 6 | TOAST INC TOST, 245 sh. | $5,282 | 2022-10-25 |
| 26 | CONOCOPHILLIPS COP, 87 sh. | $10,015 | 2022-12-21 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NYAYA HEALTH NEPAL | ||||||||||||||
| NYACHHYON GRIHA | KUPONDOLE | LALITPUR | NP | 2021-08-11 | $125,000 | STRENGTHENING AND SUSTAINING MUNICIPAL INTEGRATED HEALTH CARE MODEL IN ACHHAM DISTRICT | $125,000 | NO | 7/8/2022 | NONE NECESSARY | ||||
| ADVANCIUM HEALTH NETWORK INC | ||||||||||||||
| 2021-12-02 | $50,000 | SUPPORTING STARTUP EXPENSES | NO | See General Explanation | NONE NECESSARY | 345 PARK AVE SOUTH 12TH FL | NEW YORK | NY | 10010 | |||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (5 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| IN-KIND GRANTS | PART I LINE 25 AND PART XIV LINE 3A | PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF DONATED ITEMS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $3,570 TOTAL BOOK VALUE OF PROPERTY: $3,570 TOTAL CASH PORTION OF GRANTS: $5,325 TOTAL AMOUNT OF GRANTS: $8,895 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Toiletries for hygiene kits UNITS: 125 DATE OF DISTRIBUTION: 4/25/2022 GRANT RECIPIENT: COALITION FOR THE HOMELESS INC FMV OF PROPERTY: $2,052 BOOK VALUE OF PROPERTY: $2,052 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $2,052 DESCRIPTION OF PROPERTY: toiletries for mental health kits and starbucks cards UNITS: 56 DATE OF DISTRIBUTION: 4/22/2022 GRANT RECIPIENT: COVENANT HOUSE FMV OF PROPERTY: $1,518 BOOK VALUE OF PROPERTY: $1,518 CASH PORTION OF GRANT: $5,325 TOTAL AMOUNT OF GRANT: $6,843 |
| FORM 990-PF, PARTS I AND XIV: | FORM 990-PF, PARTS I AND XIV: | TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $5,347,308 Less amount counted as a qualifying distribution on Part XI, Line 2: $3,570 TOTAL Part I, Line 25, Column (d): $5,343,738 |
| FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY | FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY | Grantee: ADVANCIUM HEALTH NETWORK INC Date of Grant: 12/02/2021 Amount of Grant: 50,000 Reports of Amounts Expended: Advancium Health Network received a determination letter from the Internal Revenue Service dated January, 11, 2023, recognizing Advancium Health Network as a public charity under Section 170(b)(1)(A)(vi) of the Internal Revenue Code, effective as of January 12, 2021. Because the public charity status of Grantee is effective as of January 12, 2021, which is prior to the grant date of December 2, 2021, The Deerfield Partnership Foundation was not required to exercise expenditure responsibility in making the grant. Accordingly, The Deerfield Partnership Foundation will not include an expenditure responsibility report for this grant on its future Forms 990-PF. |
| Form 990-PF, Part XII, Line 7 | Form 990-PF, Part XII, Line 7 | Election to Treat Unused Prior Year Corpus Distributions as Current Year Corpus Distributions Pursuant to Treasury Regulations 53.4942(a)-3(c)(2)(iv), The Deerfield Partnership Foundation hereby elects to treat, as a current distribution out of corpus, the following unused prior years' distributions that were treated as corpus distributions under Regulation 53.4942(a)-3(d)(1)(iii) in such prior tax year: Tax Year: 2017 Amount: $250,000 By: Mark Veich Title: President |
| Part XII, Line 7 (990-PF) | Part XII, Line 7 (990-PF) | The Deerfield Partnership Foundation (the "Foundation") received a grant of $250,000 in the taxable year ending December 31, 2022 from The Slattery Family Foundation, a private non-operating foundation. As reported in Part XII, Line 7, the Foundation hereby elects to treat $250,000 of 2017 qualifying distributions as distributions out of corpus as required by Internal Revenue Code Section 4942(g)(3) and Treasury Regulations Section 53.4942(a)-3(c)(2). See attached election to treat $250,000 of 2017 qualifying distributions as current distributions out of corpus. Additionally, as required, the Foundation has no remaining undistributed income for 2022. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORVENT MEDICAL, INC | $500,000 | $500,000 |
| CORVENT MEDICAL, INC SERIES SE | $120,000 | $120,000 |
| DEERFIELD EMPLOYEES DP LLC | $1,247,420 | $1,247,418 |
| DEERFIELD HEALTHCARE INNOVATIO | $5,949,926 | $89,339,754 |
| DEERFIELD MGMT HIF II, LP | $880,395 | |
| DEERFIELD MGMT III LP | $1,441,338 | $1,658,112 |
| DEERFIELD MGMT IV LP | $350,910 | $4,175,478 |
| DEERFIELD MGMT LP | $4,477,270 | $2,905,906 |
| DEERFIELD MGMT V LP | $229,948 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Document Review/Drafting | $13,061 | $13,061 |
| General Consultations | $149 | $149 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $116,446 | $116,446 | |
| Computers/Electronic Devices | $3,039 | $3,039 | |
| Foundation Dues & Memberships | $3,775 | $3,775 | |
| Indemnification Insurance | $1,389 | $1,389 | |
| Insurance Premiums | $34 | $34 | |
| K-1 Exp DEERFIELD EMPLOYEES DP | $284 | $230 | |
| K-1 Exp DEERFIELD MGMT III LP | $83,346 | $83,276 | |
| K-1 Exp DEERFIELD MGMT LP | $11,991 | $10,433 | |
| Office Supplies | $1,604 | $1,604 | |
| Postage/Delivery Service | $262 | $262 | |
| State or Local Filing Fees | $1,525 | $1,525 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss DEERFIELD EMPLOYEES DP LLC | $100,940 | $99,823 |
| K-1 Inc/Loss DEERFIELD HEALTHCARE INNOVATIONS FUN | $88,261 | $88,261 |
| K-1 Inc/Loss DEERFIELD MGMT III LP | $203,588 | $242,058 |
| K-1 Inc/Loss DEERFIELD MGMT LP | $142,966 | $141,671 |
| income from Deerfield Special Situations Fund | $1,643 | $1,643 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Philanthropic Consulting Srvcs | $99,968 | $99,968 |
| RECRUITING SERVICES | $23,750 | $23,750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $12,200 |
| 990-PF Excise Tax for 2021 | $16,422 |
| 990-PF Extension for 2021 | $31,000 |
| 990-T Income Tax for 2021 | $8,516 |
| STATE INCOME TAX 2021 | $4,007 |