I T HIRSCHL CHARITABLE TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- I T HIRSCHL CHARITABLE TR (EIN 13-6356381)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-16
- IRS object ID
- 202241679349100804
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-16T09:18:45-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201835208 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADEPTUS PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 244 WEST 54TH STREET 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136356381 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST UWO IRMA T HIRSCHL | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 9145520261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MCLAUGHLIN STERN 260 MADISON | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEO L SCHMOLKA | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2022-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEO L | PersonFirstNm |
| Person Last | SCHMOLKA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lawrence S Gitlitz | PreparerPersonNm |
| PTIN | P00095651 | PTIN |
| Phone | 2127588050 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,941,306 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $116,947 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $116,947 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $116,947 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $727,758 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $727,758 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $727,758 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $241,213 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,493,188 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $241,213 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,085,918 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,085,918 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $844,705 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $103,972 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,657 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $69,315 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $502,389 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $167,463 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $334,926 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,667 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,333 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $300,971 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $300,971 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $35,704 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,704 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $978,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $550,462 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $427,574 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,190,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,190,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,168,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $550,462 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,617,574 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,082,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $535,456 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $844,705 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $193,993 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $115,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $115,574 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $13,494,908 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,697,124 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,696,546 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $18,889,352 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,243,361 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,854,317 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,747,669 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,223,379 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,274,869 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $35,325,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,279,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,941,306 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $35,325,922 | CapitalStockBOYAmt |
| Capital Stock EOY | $33,279,438 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,325,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,279,438 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,325,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,279,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,325,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,082,118 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35,634 | OtherIncreasesAmt |
| Subtotal | $33,279,438 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $33,279,438 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP | P | 2015-01-27 | 2021-05-13 | $30,000 | $33,914 | -$3,914 | -$3,914 |
| BRISTOL MEYERS | P | 2019-05-16 | 2021-10-11 | $973,974 | $810,234 | $163,740 | $163,740 |
| CAPITAL ONE | P | 2016-02-18 | 2021-07-15 | $40,000 | $43,211 | -$3,211 | -$3,211 |
| CITIGROUP | P | 2016-07-27 | 2021-03-30 | $70,000 | $71,190 | -$1,190 | -$1,190 |
| CITIGROUP | P | 2018-09-25 | 2021-03-30 | $180,000 | $176,899 | $3,101 | $3,101 |
| GENERAL MOTORS CO COM | P | 2016-06-29 | 2021-06-06 | $25,000 | $24,954 | $46 | $46 |
| HALLIBURTON | P | 2016-06-14 | 2021-08-15 | $30,000 | $30,964 | -$964 | -$964 |
| INTEL CORP | P | 2021-05-28 | 2021-10-25 | $198,935 | $228,758 | -$29,823 | -$29,823 |
| INTEL CORP | P | 2019-06-03 | 2021-10-25 | $696,271 | $619,115 | $77,156 | $77,156 |
| KROGER | P | 2015-02-27 | 2021-01-15 | $40,000 | $41,563 | -$1,563 | -$1,563 |
| LOCKHEED MARTIN CORP | P | 2018-12-13 | 2021-12-06 | $1,017,010 | $923,847 | $93,163 | $93,163 |
| OHIO POWER | P | 2016-03-10 | 2021-10-01 | $25,000 | $28,086 | -$3,086 | -$3,086 |
| ORAGANO | P | 2020-12-03 | 2021-06-16 | $27,649 | $26,256 | $1,393 | $1,393 |
| ORAGANO | P | 2016-12-14 | 2021-06-16 | $9,216 | $11,551 | -$2,335 | -$2,335 |
| ORAGANO | P | 2018-05-04 | 2021-06-16 | $3,072 | $2,687 | $385 | $385 |
| SIMON PPTY GROUP LP | P | 2016-01-08 | 2021-01-27 | $12,059 | $11,990 | $69 | $69 |
| SUNOCO | P | 2015-12-06 | 2021-03-05 | $15,000 | $14,981 | $19 | $19 |
| WELLS FARGO | P | 2015-02-25 | 2021-01-22 | $45,000 | $46,537 | -$1,537 | -$1,537 |
| US TREASURY NOTES | P | 2016-01-08 | 2021-05-15 | $250,000 | $268,652 | -$18,652 | -$18,652 |
| US TREASURY NOTES | P | 2016-03-11 | 2021-05-15 | $180,000 | $194,203 | -$14,203 | -$14,203 |
| US TREASURY NOTES | P | 2016-05-23 | 2021-10-31 | $625,000 | $642,383 | -$17,383 | -$17,383 |
| CIL CLARIVATE | P | 2000-01-01 | 2021-12-31 | $2 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $241,213 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$28,430 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,443 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,443 | SubtotalAmt |
| Tax Based On Investment Income | $7,443 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,887 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $52,887 | TotalPaymentsAndCreditsAmt |
| Overpayment | $45,444 | OverpaymentAmt |
| Applied To ES Tax | $45,444 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIM FELTHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124550422 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MCLAUGHLIN STERN 260 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LEO L SCHMOLKA | ||||||
| C/O ADEPTUS 733 RT 35 N | OCEAN | NJ | 07712 | Trustee | 1.00 | $51,986 |
| STEPHEN E JACOBS | ||||||
| C/O ADEPTUS 733 RT 35 N | OCEAN | NJ | 07712 | Trustee | 1.00 | $51,986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCLAUGHLIN & STERN LLP | |||||
| 260 MADISON AVENUE | NEW YORK | NY | 10016 | LEGAL | $502,389 |
| CANNELL & CO | |||||
| 545 MADISON AVE | NEW YORK | NY | 10022 | INVESTMENT ADVISORY | $300,970 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $49,024,722 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,179,505 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $49,179,505 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $737,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,441,812 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,422,091 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,422,091 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,443 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,443 | TotalTaxAmt |
| Distributable Before Adj | $2,414,648 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,414,648 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,414,648 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,617,574 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,617,574 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,414,648 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $309,929 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $309,929 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,617,574 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,414,648 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $202,926 | RemainingDistriFromCorpusAmt |
| Total Corpus | $512,855 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $512,855 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $309,929 | ExcessFromYear2Amt |
| Excess From Current Year | $202,926 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 111 E210TH STREET | BRONX | NY | 10467 | NONE | PC | CHARITABLE | $400,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| 525 EAST 68TH STREET BOX 156 | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE | $400,000 |
| WEILL MEDICAL COLLEGE-CORNELL UNIV | |||||||
| 341 PINE TREE ROAD | ITHACA | NY | 14850 | NONE | PC | CHARITABLE | $400,000 |
| ICAHN SCHOOL OF MEDICINE - MT SINAI | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | CHARITABLE | $400,000 |
| NYU SCHOOL OF MEDICINE | |||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE | $400,000 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE | $190,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,190,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,947 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $727,758 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $241,213 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,085,918 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,085,918 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ERNST & YOUNG | CategoryTxt |
| Amt | $35,000 | Amt |
| Net Investment Income | $11,667 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $23,333 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,223,379 | EOYBookValueAmt |
| EOYFMV | $2,274,869 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $29,243,361 | EOYBookValueAmt |
| EOYFMV | $46,854,317 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,697,124 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,696,546 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCLAUGHLIN & STERN | CategoryTxt |
| Legal Fees | $502,389 | LegalFeesAmt |
| Net Investment Income | $167,463 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $334,926 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON TAXABLE DIVIDENDS | Desc |
| Amt | $32,737 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $300,971 | Amt |
| Net Investment Income | $300,971 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $16,564 | $16,564 |
| FOREIGN TAXES PAID | $19,140 | $19,140 |