JAMES S MCDONNELL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JAMES S MCDONNELL FOUNDATION (EIN 54-2074788)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202203149349102855
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T15:01:12-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431725668 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J & J MANAGEMENT SERVICESINC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1034 S BRENTWOOD SUITE 1860 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631171229 | 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 | 542074788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES S MCDONNELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 3148621040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1034 S BRENTWOOD BLVD 1860 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631171229 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN FITZPATRICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3148621040 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | FITZPATRICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT A PINKOWSKI | PreparerPersonNm |
| PTIN | P01293505 | PTIN |
| Phone | 3148621040 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $679,929,963 | 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 | $1,390,948 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,390,948 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,010,392 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,010,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,851,481 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $115,946,280 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,851,481 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,990,837 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,022,765 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $80,243,658 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,275,586 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $411,801 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $411,801 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $724,590 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $724,590 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $81,541 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $81,541 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,884 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,400 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,484 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $546,763 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $516,966 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,797 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,014,853 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $385,925 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $39,308 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $47,212 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $47,212 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,507,337 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,162,494 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $338,922 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,353,981 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,079,785 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,678,655 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,833,952 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,833,952 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,187,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,079,785 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,512,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $50,055,725 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,195,801 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,216,932 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,486,055 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,486,055 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $170,943 | AcctRcvblAmt |
| Acct Rcvbl BOY | $65 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $170,943 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $170,943 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $130,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,131,035 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,569,335 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $29,911,491 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $31,050,411 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $31,050,411 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $271,850,466 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $286,973,059 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $402,333,383 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $162,494,815 | OtherAssetsBOYAmt |
| Other Assets EOY | $167,308,211 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $235,319,836 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $468,603,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $496,119,714 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $679,929,963 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $468,603,967 | RetainedEarningBOYAmt |
| Retained Earning EOY | $496,119,714 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $468,603,967 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $496,119,714 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $468,603,967 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $496,119,714 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $468,603,967 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $50,055,725 | ExcessRevenueOverExpensesAmt |
| Other Increases | $559,280 | OtherIncreasesAmt |
| Subtotal | $519,218,972 | SubtotalAmt |
| Other Decreases | $23,099,258 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $496,119,714 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (122 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| GAIN ON DISPOSITION OF OCM OPP FUND V | P | 2019-11-08 | 2021-12-01 | $6,464 | $6,464 | $6,464 | |
| LOSS ON DISPOSITION OF OCM OPP FUND VI | P | 2019-11-08 | 2021-12-01 | $47,680 | $47,680 | $47,680 | |
| SECTION 1202 GAIN EXCLUSION FROM K-1 | P | 2019-11-08 | 2021-12-01 | -$1,085,623 | -$1,085,623 | $1,085,623 | |
| SECTION 1256 GAINS FROM K-1S | P | 2019-11-08 | 2021-12-01 | $54,625 | $54,625 | $54,625 | |
| MERRILL LYNCH PUBLICLY TRADED SECURITIES | 2019-11-08 | 2021-12-01 | $1,877,257 | $1,718,284 | $1,718,284 | $158,973 | |
| BANK OF AMERICA 9595 PUBLICLY TRADED SECURITIES | 2019-11-08 | 2021-12-01 | $2,822,653 | $149,133 | $149,133 | $2,673,520 | |
| BANK OF AMERICA 9595 PUBLICLY TRADED SECURITIES | 2019-11-08 | 2021-12-01 | $74,782,802 | $39,596,298 | $39,596,298 | $35,186,504 | |
| BANK OF AMERICA 0101 PUBLICLY TRADED SECURITIES | 2019-11-08 | 2021-12-01 | $1,403,303 | -$30,230 | -$30,230 | $1,433,533 | |
| BANK OF AMERICA 0101 PUBLICLY TRADED SECURITIES | 2019-11-08 | 2021-12-01 | $5,325,485 | $100,008 | $100,008 | $5,225,477 | |
| FROM K-1 AMERICAN SECURITIES PARTNERS VI | 2019-11-08 | 2021-12-02 | $4,567 | $4,567 | $4,567 | ||
| FROM K-1 ATLAS CAPITAL RESOURCES II | 2019-11-08 | 2021-12-07 | -$1,422 | -$1,422 | $1,422 | ||
| FROM K-1 BC EUROPEAN CAPITAL IX-4 | 2019-11-08 | 2021-12-20 | $2 | $2 | $2 | ||
| FROM K-1 BLACKSTONE TACTICAL OPP FUND II CAYMAN | 2019-11-08 | 2021-12-20 | $1,208 | $1,208 | $1,208 | ||
| FROM K-1 BLACKSTONE REAL ESTATE PARTNERS VIII, TE 1 | 2019-11-08 | 2021-12-20 | $121 | $121 | $121 | ||
| FROM K-1 DAVIDSON KEMPNER INSTITUTIONAL PARTNERS | 2019-11-08 | 2021-12-20 | $179,183 | $179,183 | $179,183 | ||
| FROM K-1 ENCAP ENERGY CAPITAL FUND IX-C | 2019-11-08 | 2021-12-20 | $54 | $54 | $54 | ||
| FROM K-1 EUROPEAN SECONDARY DEVELOPMENT FUND V | 2019-11-08 | 2021-12-20 | -$28 | -$28 | $28 | ||
| FROM K-1 KINETIC VENTURES IX | 2019-11-08 | 2021-12-20 | $24,073 | $24,073 | $24,073 | ||
| FROM K-1 MAKURIA INVESTMENTS I | 2019-11-08 | 2021-12-20 | $8,470 | $8,470 | $8,470 | ||
| FROM K-1 MERCER PRIVATE INVESTMENT PARTNERS V | 2019-11-08 | 2021-12-20 | $1,262,652 | $1,262,652 | $1,262,652 | ||
| FROM K-1 NEWBURY EQUITY PARTNERS | 2019-11-08 | 2021-12-20 | $2,993 | $2,993 | $2,993 | ||
| FROM K-1 OAKTREE OPPORTUNITIES FUND IX | 2019-11-08 | 2021-12-20 | $4,438 | $4,438 | $4,438 | ||
| FROM K-1 RESOURCE CAPITAL FUND V | 2019-11-08 | 2021-12-20 | -$360 | -$360 | $360 | ||
| FROM K-1 SENTINEL CAPITAL PARTNERS V | 2019-11-08 | 2021-12-20 | $5,357 | $5,357 | $5,357 | ||
| FROM K-1 SILVER LAKE PARTNERS V | 2019-11-08 | 2021-12-20 | $9,024 | $9,024 | $9,024 | ||
| FROM K-1 STIRLING SQUARE CAP PART 3RD FUND A | 2019-11-08 | 2021-12-20 | $6,039 | $6,039 | $6,039 | ||
| FROM K-1 SWEETWATER SECONDARIES FUND II | 2019-11-08 | 2021-12-20 | $317,873 | $317,873 | $317,873 | ||
| FROM K-1 THE SILCHESTER INTL INVESTORS INTL VALUE EQUITY TRUST | 2019-11-08 | 2021-12-20 | $186,474 | $186,474 | $186,474 | ||
| FROM K-1 THOMAS WEISEL GLOBAL PARTNERS IV | 2019-11-08 | 2021-12-20 | $1 | $1 | $1 | ||
| FROM K-1 TRUSTBRIDGE PARTNERS V | 2019-11-08 | 2021-12-20 | $10,540 | $10,540 | $10,540 | ||
| FROM K-1 VECTIS HEALTHCARE & LIFE SCIENCES II | 2019-11-08 | 2021-12-20 | $24,839 | $24,839 | $24,839 | ||
| FROM K-1 VECTIS LIFE SCIENCES FUND I | 2019-11-08 | 2021-12-20 | $1,062 | $1,062 | $1,062 | ||
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY XI | 2019-11-08 | 2021-12-20 | $1,211 | $1,211 | $1,211 | ||
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY XII | 2019-11-08 | 2021-12-20 | $6,608 | $6,608 | $6,608 | ||
| FROM K-1 AMERICAN SECURITIES PARTNERS VI | 2019-11-08 | 2021-12-01 | $270,848 | $270,848 | $270,848 | ||
| FROM K-1 AMERICAN SECURITIES PARTNERS VII | 2019-11-08 | 2021-12-01 | $337,771 | $337,771 | $337,771 | ||
| FROM K-1 ASP VII ALT INVESTMENTS I(A) | 2019-11-08 | 2021-12-01 | $2,250 | $2,250 | $2,250 | ||
| FROM K-1 ATLAS CAPITAL RESOURCES II | 2019-11-08 | 2021-12-01 | $14,919 | $14,919 | $14,919 | ||
| FROM K-1 ATLAS CAPITAL RESOURCES II A3-F | 2019-11-08 | 2021-12-01 | $38,207 | $38,207 | $38,207 | ||
| FROM K-1 AVALON VENTURES X | 2019-11-08 | 2021-12-01 | -$58,959 | -$58,959 | $58,959 | ||
| FROM K-1 AVALON VENTURES XI | 2019-11-08 | 2021-12-01 | -$88,528 | -$88,528 | $88,528 | ||
| FROM K-1 BC EUROPEAN CAPITAL IX-4 | 2019-11-08 | 2021-12-01 | $131,459 | $131,459 | $131,459 | ||
| FROM K-1 BLCKSTONE TACTICAL OPPORTUNITIES FUND II | 2019-11-08 | 2021-12-01 | $181,192 | $181,192 | $181,192 | ||
| FROM K-1 BLACKSTONE TACTICAL OPP FUND II CAYMAN | 2019-11-08 | 2021-12-01 | $289 | $289 | $289 | ||
| FROM K-1 BLACKSTONE TACTICAL OPP FUND II CAYMAN BRAZIL 1 | 2019-11-08 | 2021-12-01 | $1,249 | $1,249 | $1,249 | ||
| FROM K-1 BLACKSTONE REAL ESTATE PARTNERS VIII, TE 1 | 2019-11-08 | 2021-12-01 | -$204 | -$204 | $204 | ||
| FROM K-1 BLACKSTONE REAL ESTATE PARTNERS VIII TE 1-NQ | 2019-11-08 | 2021-12-01 | $4,908 | $4,908 | $4,908 | ||
| FROM K-1 BPEA III | 2019-11-08 | 2021-12-01 | $827,240 | $827,240 | $827,240 | ||
| FROM K-1 CALERA V | 2019-11-08 | 2021-12-01 | $404,977 | $404,977 | $404,977 | ||
| FROM K-1 CERBERUS PARTNERS SERIES 4 | 2019-11-08 | 2021-12-01 | $116,341 | $116,341 | $116,341 | ||
| FROM K-1 CIP4 AIV | 2019-11-08 | 2021-12-01 | -$62,861 | -$62,861 | $62,861 | ||
| FROM K-1 DAVIDSON KEMPNER INSTITUTIONAL PARTNERS | 2019-11-08 | 2021-12-01 | $201,802 | $201,802 | $201,802 | ||
| FROM K-1 DFJ GROWTH 2013 | 2019-11-08 | 2021-12-01 | $117,431 | $117,431 | $117,431 | ||
| FROM K-1 DFJ GROWTH III | 2019-11-08 | 2021-12-01 | $10,733 | $10,733 | $10,733 | ||
| FROM K-1 DOVER STREET VI CAYMAN FUND | 2019-11-08 | 2021-12-01 | $170,396 | $170,396 | $170,396 | ||
| FROM K-1 ENCAP ENERGY CAPITAL FUND IX-C | 2019-11-08 | 2021-12-01 | $104 | $104 | $104 | ||
| FROM K-1 EUROPEAN SECONDARY DEVELOPMENT FUND V | 2019-11-08 | 2021-12-01 | $204,639 | $204,639 | $204,639 | ||
| FROM K-1 GENSTAR CAPITAL PARTNERS VI | 2019-11-08 | 2021-12-01 | $412,813 | $412,813 | $412,813 | ||
| FROM K-1 GENSTAR CAPITAL PARTNERS VII | 2019-11-08 | 2021-12-01 | $2,173,194 | $2,173,194 | $2,173,194 | ||
| FROM K-1 GENSTAR CAPITAL PARTNERS VII AIV (BR) | 2019-11-08 | 2021-12-01 | $81,542 | $81,542 | $81,542 | ||
| FROM K-1 GENSTAR AMBA (SV) | 2019-11-08 | 2021-12-01 | $277,273 | $277,273 | $277,273 | ||
| FROM K-1 GENSTAR CAPITAL PARTNERS VIII BL | 2019-11-08 | 2021-12-01 | $378,904 | $378,904 | $378,904 | ||
| FROM K-1 GENSTAR CAPITAL PARTNERS VIII BL AIV | 2019-11-08 | 2021-12-01 | $78,903 | $78,903 | $78,903 | ||
| FROM K-1 GREAT HILL EQUITY PARTNERS V | 2019-11-08 | 2021-12-01 | $500,406 | $500,406 | $500,406 | ||
| FROM K-1 GREAT HILL EQUITY PARTNERS V-A | 2019-11-08 | 2021-12-01 | $220,787 | $220,787 | $220,787 | ||
| FROM K-1 GREAT HILL EQUITY PARTNERS VI | 2019-11-08 | 2021-12-01 | $727,208 | $727,208 | $727,208 | ||
| FROM K-1 HG CAPITAL 8A | 2019-11-08 | 2021-12-01 | $441,295 | $441,295 | $441,295 | ||
| FROM K-1 IDG VENTURES USA III | 2019-11-08 | 2021-12-01 | $12,996 | $12,996 | $12,996 | ||
| FROM K-1 INSTITUTIONAL VENTURE PARTNERS XIII | 2019-11-08 | 2021-12-01 | $2,304 | $2,304 | $2,304 | ||
| FROM K-1 INSTITUTIONAL VENTURE PARTNERS XV | 2019-11-08 | 2021-12-01 | $353,845 | $353,845 | $353,845 | ||
| FROM K-1 KINETIC VENTURES IX | 2019-11-08 | 2021-12-01 | $353,541 | $353,541 | $353,541 | ||
| FROM K-1 LIME ROCK PARTNERS V | 2019-11-08 | 2021-12-01 | -$371,039 | -$371,039 | $371,039 | ||
| FROM K-1 LIME ROCK RESOURCES III-C | 2019-11-08 | 2021-12-01 | -$5,106 | -$5,106 | $5,106 | ||
| FROM K-1 LIME ROCK RESOURCES IV-C | 2019-11-08 | 2021-12-01 | $746 | $746 | $746 | ||
| FROM K-1 LOVELL MINNICK EQUITY PARTNERS III-A | 2019-11-08 | 2021-12-01 | -$513,385 | -$513,385 | $513,385 | ||
| FROM K-1 LOVELL MINNICK EQUITY PARTNERS IV-A | 2019-11-08 | 2021-12-01 | $270,304 | $270,304 | $270,304 | ||
| FROM K-1 MAKURIA INVESTMENTS I | 2019-11-08 | 2021-12-01 | $16,188 | $16,188 | $16,188 | ||
| FROM K-1 MERCER PRIVATE INVESTMENT PARTNERS V | 2019-11-08 | 2021-12-01 | $1,844,152 | $1,844,152 | $1,844,152 | ||
| FROM K-1 NEWBURY EQUITY PARTNERS | 2019-11-08 | 2021-12-01 | $290,970 | $290,970 | $290,970 | ||
| FROM K-1 OAKTREE OPPORTUNITIES FUND VIII | 2019-11-08 | 2021-12-01 | -$10,225 | -$10,225 | $10,225 | ||
| FROM K-1 OAKTREE OPPORTUNITIES FUND VIII AIF (DELAWARE) | 2019-11-08 | 2021-12-01 | $1,280 | $1,280 | $1,280 | ||
| FROM K-1 OAKTREE OPPORTUNITIES FUND IX | 2019-11-08 | 2021-12-01 | $22,573 | $22,573 | $22,573 | ||
| FROM K-1 OAKTREE OPPORTUNITIES FUND IX AIF (CAYMAN) | 2019-11-08 | 2021-12-01 | -$6,084 | -$6,084 | $6,084 | ||
| FROM K-1 OCM OPPORTUNITIES FUND V | 2019-11-08 | 2021-12-01 | -$59,095 | -$59,095 | $59,095 | ||
| FROM K-1 OCM OPPORTUNITIES FUND VI | 2019-11-08 | 2021-12-01 | $11,571 | $11,571 | $11,571 | ||
| FROM K-1 OCM OPPORTUNITIES FUND VII | 2019-11-08 | 2021-12-01 | $156 | $156 | $156 | ||
| FROM K-1 OCM OPPORTUNITIES FUND VIIB AIF (DELAWARE) | 2019-11-08 | 2021-12-01 | $82 | $82 | $82 | ||
| FROM K-1 OCM OPPORTUNITIES FUND VIIB | 2019-11-08 | 2021-12-01 | $1,924 | $1,924 | $1,924 | ||
| FROM K-1 PRISA | 2019-11-08 | 2021-12-01 | $166,639 | $166,639 | $166,639 | ||
| FROM K-1 QUANTUM ENERGY PARTNERS VI | 2019-11-08 | 2021-12-01 | $9,269 | $9,269 | $9,269 | ||
| FROM K-1 REALTY ASSOCIATES FUND X UTP | 2019-11-08 | 2021-12-01 | $24,442 | $24,442 | $24,442 | ||
| FROM K-1 RESOURCE CAPITAL FUND V | 2019-11-08 | 2021-12-01 | -$88,767 | -$88,767 | $88,767 | ||
| FROM K-1 RIVERSIDE FUND V CF-A, LP | 2019-11-08 | 2021-12-01 | $516,419 | $516,419 | $516,419 | ||
| FROM K-1 RIVERVEST VENTURE FUND III | 2019-11-08 | 2021-12-01 | $112,087 | $112,087 | $112,087 | ||
| FROM K-1 SAIF PARTNERS IV | 2019-11-08 | 2021-12-01 | $420,020 | $420,020 | $420,020 | ||
| FROM K-1 SENTINEL CAPITAL PARTNERS V | 2019-11-08 | 2021-12-01 | $404,964 | $404,964 | $404,964 | ||
| FROM K-1 SHOREVIEW PARALLEL PARTNERS III | 2019-11-08 | 2021-12-01 | $439,382 | $439,382 | $439,382 | ||
| FROM K-1 SILVER LAKE PARTNERS IV | 2019-11-08 | 2021-12-01 | $84,790 | $84,790 | $84,790 | ||
| FROM K-1 SILVER LAKE PARTNERS IV CAYMAN | 2019-11-08 | 2021-12-01 | $71,504 | $71,504 | $71,504 | ||
| FROM K-1 SILVER LAKE PARTNERS V DE (AIV VI) | 2019-11-08 | 2021-12-01 | $66,109 | $66,109 | $66,109 | ||
| FROM K-1 STIRLING SQUARE CAP PART 3RD FUND A | 2019-11-08 | 2021-12-01 | $988,348 | $988,348 | $988,348 | ||
| FROM K-1 SWEETWATER SECONDARIES FUND II | 2019-11-08 | 2021-12-01 | $327,457 | $327,457 | $327,457 | ||
| FROM K-1 THE COLUMN GROUP III-A | 2019-11-08 | 2021-12-01 | $23,269 | $23,269 | $23,269 | ||
| FROM K-1 THE SILCHESTER INTL INVESTORS INTL VALUE EQUITY TRUST | 2019-11-08 | 2021-12-01 | $853,839 | $853,839 | $853,839 | ||
| FROM K-1 THOMAS WEISEL GLOBAL PARTNERS IV | 2019-11-08 | 2021-12-01 | $115,188 | $115,188 | $115,188 | ||
| FROM K-1 THOMPSON STREET CAPITAL PARTNERS III | 2019-11-08 | 2021-12-01 | $738,876 | $738,876 | $738,876 | ||
| FROM K-1 THOMPSON STREET CAPITAL PARTNERS IV | 2019-11-08 | 2021-12-01 | $560,948 | $560,948 | $560,948 | ||
| FROM K-1 RMS HOLDING I | 2019-11-08 | 2021-12-01 | $710,222 | $710,222 | $710,222 | ||
| FROM K-1 TRUSTBRIDGE PARTNERS V | 2019-11-08 | 2021-12-01 | $253,692 | $253,692 | $253,692 | ||
| FROM K-1 UBS (US) TRUMBULL PROPERTY FUND | 2019-11-08 | 2021-12-01 | $266,593 | $266,593 | $266,593 | ||
| FROM K-1 VECTIS HEALTHCARE & LIFE SCIENCES II | 2019-11-08 | 2021-12-01 | $2,718,779 | $2,718,779 | $2,718,779 | ||
| FROM K-1 VECTIS LIFE SCIENCES FUND I | 2019-11-08 | 2021-12-01 | $204,772 | $204,772 | $204,772 | ||
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY X | 2019-11-08 | 2021-12-01 | $427,237 | $427,237 | $427,237 | ||
| FROM K-1 WARBURG PINCUS GANYMEDE-II PRIVATE EQUITY X | 2019-11-08 | 2021-12-01 | $306 | $306 | $306 | ||
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY XI | 2019-11-08 | 2021-12-01 | $182,912 | $182,912 | $182,912 | ||
| FROM K-1 WARBURG PINCUS (CALLISTO) P/E XI CAYMAN | 2019-11-08 | 2021-12-01 | $8,736 | $8,736 | $8,736 | ||
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY (E&P) XI-B | 2019-11-08 | 2021-12-01 | -$246 | -$246 | $246 | ||
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY XII | 2019-11-08 | 2021-12-01 | $155,294 | $155,294 | $155,294 | ||
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY XII (INTERNATIONAL) | 2019-11-08 | 2021-12-01 | $2,242 | $2,242 | $2,242 | ||
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY XII (FT-2) | 2019-11-08 | 2021-12-01 | $111,056 | $111,056 | $111,056 | ||
| FROM K-1 WLR RECOVERY FUND V DSS AIV | 2019-11-08 | 2021-12-01 | -$64,860 | -$64,860 | $64,860 | ||
| CAPITAL GAINS DIVIDENDS | P | $5,092,119 | $5,092,119 | $5,092,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,851,481 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,045,222 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,045,222 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,045,222 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $471,170 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $695,005 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,166,175 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $120,953 | OverpaymentAmt |
| Applied To ES Tax | $120,953 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | 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.JSMF.ORG | WebsiteAddressTxt |
| Individual With Books | JJ MANAGEMENT SERVICES INC | IndividualWithBooksNm |
| Phone | 3148621040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1034 S BRENTWOOD 1860 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631171229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES S MCDONNELL III | ||||||||
| 1034 S BRENTWOOD 1860 | ST LOUIS | MO | 631171229 | DIRECTOR & SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN F MCDONNELL | ||||||||
| 1034 S BRENTWOOD 1860 | ST LOUIS | MO | 631171229 | DIRECTOR & TREASURER | 2.50 | $0 | $0 | $0 |
| HOLLY M JAMES | ||||||||
| 1034 S BRENTWOOD 1860 | ST LOUIS | MO | 631171229 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEANNE M CHAMPER | ||||||||
| 1034 S BRENTWOOD 1860 | ST LOUIS | MO | 631171229 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARCELLA M STEVENS | ||||||||
| 1034 S BRENTWOOD 1860 | ST LOUIS | MO | 631171229 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALICIA S MCDONNELL | ||||||||
| 1034 S BRENTWOOD 1860 | ST LOUIS | MO | 631171229 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN M FITZPATRICK PHD | ||||||||
| 1034 S BRENTWOOD 1850 | ST LOUIS | MO | 631171284 | PRESIDENT | 50.00 | $411,801 | $43,190 | $0 |
| JEFFREY M MCDONNELL | ||||||||
| 1034 S BRENTWOOD 1850 | ST LOUIS | MO | 631171229 | DIRECTOR & ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| CATHERINE M ROGERS | ||||||||
| 1034 S BRENTWOOD 1850 | ST LOUIS | MO | 631171229 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHERINE H MCDONNELL | ||||||||
| 1034 S BRENTWOOD 1850 | ST LOUIS | MO | 631171229 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| J&J MANAGEMENT SERVICES INC | |||||
| 1034 S BRENTWOOD BLVD SUITE 1860 | ST LOUIS | MO | 63117 | FINANCIAL ADMINISTRATIVE SERVICES | $298,033 |
| MERCER | |||||
| 701 MARKET STREET | ST LOUIS | MO | 63101 | FINANCIAL SERVICES | $121,248 |
| 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 | $664,222,494 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,085,372 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,631 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $683,316,497 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $683,316,497 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,249,747 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $673,066,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,653,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,653,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,045,222 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,052 | IncomeTaxAmt |
| Total Tax | $1,047,274 | TotalTaxAmt |
| Distributable Before Adj | $32,606,064 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $503,566 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,109,630 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,109,630 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,512,607 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,512,607 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,109,630 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,901,388 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,512,607 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,901,388 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,611,219 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $15,498,411 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR SUSAN M FITZPATRICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1034 S BRENTWOOD 1850 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631171284 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3147211532 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST FOR PROPOSALS(RFP) SUBMISSION INFORMATION ON FUNDING PROGRAMS CAN BE OBTAINED AT THE FOUNDATION'S WEBSITE ADDRESS: WWW.JSMF.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE 2.B. ABOVE AND THE FOUNDATION'S WEBSITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARNEGIE MELLON UNIVERSITY | |||||||||||||
| OFFICE OF SPONSORED RESEARCH 5000 | FORBES AVENUE HBH 3000 | PITTSBURGH | PA | 15213 | PC | CLASSINSIGHT: INSIGHT ON TEACHER LEARNING BY SCAFFOLDING NOTICING AND REFLECTION | $379,352 | ||||||
| CARNEGIE MELLON UNIVERSITY | |||||||||||||
| OFFICE OF SPONSORED RESEARCH 5000 | FORBES AVENUE HBH 3000 | PITTSBURGH | PA | 15213 | PC | A COORDINATION APPROACH TO EARLY LANGUAGE LEARNING | $100,000 | ||||||
| CENTRAL EUROPEAN UNIVERSITY | |||||||||||||
| PC | HIGHER-ORDER DYNAMICS OF SOCIAL INTERACTIONS: FROM INDIVIDUALS TO GROUPS | $200,000 | QUEENSTRASSE 51 | WIEN | AU | A-110 | |||||||
| COLUMBIA UNIVERSITY | |||||||||||||
| 630 WEST 168TH STREET MAILBOX 49 | NEW YORK | NY | 10032 | PC | PROBING THE OVERLAP BETWEEN SLEEP AND ANESTHESIA TO ENHANCE HUMAN COGNITION (PHASE 2) | $52,151 | |||||||
| COMPLEXITY SCIENCE HUB VIENNA | |||||||||||||
| PC | SYSTEMIC RISK AND THE GREEN TRANSITION: AN AGENDA FOR COMPLEXITY MACROECONOMICS | $200,000 | JOSEFSTAEDTER STRASSE 39 | VIENNA | AU | 1080 | |||||||
| CORNELL UNIVERSITY | |||||||||||||
| 616 THURSTON AVE | ITHACA | NY | 14853 | PC | MICROBIAL LANDSCAPE ECOLOGY: MATTERS OF SPACE AND SCALE | $100,000 | |||||||
| CSH VIENNA | |||||||||||||
| PC | IN SUPPORT OF THE POSTDOCTORAL FELLOW'S SALARY, FRINGE BENEFITS AND RESEARCH PLAN | $200,000 | JOSEFSTAEDTER STRASSE 39 | VIENNA | AU | 1080 | |||||||
| ECOLE NORMALE SUPERIEURE | |||||||||||||
| PC | EARLY LANGUAGE ACQUISITION: BEYOND WEIRD | $100,000 | 45 RUE DULM - F-75230 | PARIS | FR | 75005 | |||||||
| ETH ZURICH | |||||||||||||
| PC | APPLICATION OF METABOLIC INTERACTIONS IN TRADITIONAL AGRICULTURAL SYSTEMS TO MODEL-GUIDED MICROBIOTA DESIGN | $200,000 | RAMISTRASSE 101 | ZURICH | SZ | 8092 | |||||||
| FROM SCHEDULES K-1 | |||||||||||||
| 1034 SOUTH BRENTWOOD BLVD 1860 | ST LOUIS | MO | 63117 | NC | CHARITABLE | $1,059 | |||||||
| HARVARD UNIVERSITY | |||||||||||||
| HARVARD UNIVERSITY MASSACHUSETTS | HALL | CAMBRIDGE | MA | 02138 | PC | LEARNING IN EARLY CHILDHOOD: A COMPUTATIONAL COGNITIVE DEVELOPMENT APPROACH | $150,000 | ||||||
| HARVARD UNIVERSITY | |||||||||||||
| HARVARD UNIVERSITY MASSACHUSETTS | HALL | CAMBRIDGE | MA | 02138 | PC | FOOD SECURITY IN A VOLATILE FUTURE: UNDERSTANDING THE VULNERABILITIES OF FOOD SYSTEMS TO CLIMATE VARIABILITY | $200,000 | ||||||
| HARVARD UNIVERSITY | |||||||||||||
| HARVARD UNIVERSITY MASSACHUSETTS | HALL | CAMBRIDGE | MA | 02138 | PC | THE NATURE AND ORIGINS OF THE HUMAN CAPACITY FOR ABSTRACT COMBINATORIAL THOUGHT | $362,559 | ||||||
| INDIANA UNIVERSITY | |||||||||||||
| SPONSORED RESEARCH SERVICES 530 | EAST KIRKWOOD AVENUE | BLOOMINGTON | IN | 47408 | PC | UNDERSTANDING THE DEVELOPMENT OF EARLY MATHEMATICS KNOWLEDGE | $100,000 | ||||||
| INDIANA UNIVERSITY | |||||||||||||
| SPONSORED RESEARCH SERVICES 530 | EAST KIRKWOOD AVENUE | BLOOMINGTON | IN | 47408 | PC | USING AUTOMATED CONTROLLED REARING TO EXPLORE THE ORIGINS OF THE MIND | $108,377 | ||||||
| INDIANA UNIVERSITY | |||||||||||||
| SPONSORED RESEARCH SERVICES 530 | EAST KIRKWOOD AVENUE | BLOOMINGTON | IN | 47408 | PC | TEACHER COGNITION AND LEARNING ABOUT INCORPORATING SCIENCE REPRESENTATIONS IN ELEMENTARY CLASSROOMS | $450,495 | ||||||
| INSERM | |||||||||||||
| PC | NEW HORIZONS AND A TIME-SCALE FOR LEARNING TRANSFER | $125,000 | UNIT 1028 ESPACE ACTION DELEGATION | PARIS | FR | 75654 | REGIONALE RHONE-ALPES | ||||||
| IOWA STATE UNIVERSITY | |||||||||||||
| 505 MORRILL ROAD 1138 PEARSON HALL | AMES | IA | 50011 | PC | IMPLEMENTING PRINCIPLES FROM THE SCIENCE OF LEARNING WITHIN EDUCATIONAL PRACTICE | $524,579 | |||||||
| KOC UNIVERSITY | |||||||||||||
| NC | EVENT REPRESENTATION AND RELATIONAL LANGUAGE LEARNING | $100,000 | RESEARCH PROJECT DEVELOPMENT AND | ISTANBUL | TU | 99999 | TECHNOLOGY RUMELIFENERI YOLU 34450 | ||||||
| LUDWIG-MAXIMILIANS-UNIVERSITAT IN MUNICH | |||||||||||||
| PC | THE EMERGENCE AND EARLY DEVELOPMENT OF MORALITY | $100,000 | GESCHWISTER-SCHOLL-PLATZ-1 | MUNICH | GM | 80539 | |||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| OFFICE OF SPONSORED PROGRAMS 77 | MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | PC | HOW HOST GLYCANS SHAPE COLLECTIVE BEHAVIOR OF HUMAN MICROBIAL COMMUNITIES | $100,000 | ||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| OFFICE OF SPONSORED PROGRAMS 77 | MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | PC | NETWORK NEUROSCIENCE, METABOLISM, AND HUMAN NEUROPATHIC DISEASE | $50,000 | ||||||
| NEW YORK UNIVERSITY | |||||||||||||
| OFFICE OF SPONSORED PROGRAMS 665 | BROADWAY SUITE 801 | NEW YORK | NY | 10012 | PC | DEVELOPING REPRESENTATIONS OF THE SOCIAL WORLD | $200,000 | ||||||
| NORTHWESTERN UNIVERSITY | |||||||||||||
| OFFICE OF SPONSORED RESEARCH 633 | CLARK STREET SUITE 2-502 | EVANSTON | IL | 60208 | PC | DEVELOPING A MODEL OF TEACHING LEARNING TO SUPPORT CLASSROOM ENACTMENT OF PURPOSEFUL SENSEMAKING | $408,427 | ||||||
| NUS AMERICA FOUNDATION | |||||||||||||
| 440 NORTH ROAD | SUNNYVALE | CA | 94085 | PC | IN SUPPORT OF THE POSTDOCTORAL FELLOW'S SALARY, FRINGE BENEFITS AND RESEARCH PLAN | $100,000 | |||||||
| POMONA COLLEGE | |||||||||||||
| OFFICE OF SPONSORED RESEARCH 333 N | COLLEGE AVENUE | CLAREMONT | CA | 91711 | PC | THE RATIONAL CONSTRUCTION OF PREFERENCE | $200,000 | ||||||
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||||||||
| 46 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | PC | DO TACTILE EXPLORATORY BEHAVIORS PREDICT LANGUAGE DEVELOPMENT IN DEAF SIGNING CHILDREN? | $125,000 | |||||||
| RUTGERS THE STATE UNIVERSITY OF NEW JERSEY | |||||||||||||
| 123 WASHINGTON STREET | NEWARK | NJ | 07102 | PC | RESPONDING TO IMMINENT THREAT: A DEVELOPMENTAL APPROACH | $100,000 | |||||||
| SANTA FE INSTITUTE | |||||||||||||
| 1399 HYDE PARK ROAD | SANTE FE | NM | 87501 | PC | SUPPORT FOR THE JAMES S. MCDONNELL POSTDOCTORAL FELLOWS CONFERENCE PHASE 3 | $474,132 | |||||||
| SANTA FE INSTITUTE | |||||||||||||
| 1399 HYDE PARK ROAD | SANTA FE | NM | 87501 | PC | ADAPTATION, AGING, AND THE ARROW OF TIME | $500,000 | |||||||
| STANFORD UNIVERSITY | |||||||||||||
| OFFICE OF SPONSORED RESEARCH 484 | BROADWAY STREET | REDWOOD CITY | CA | 94063 | PC | COGNITIVE FOUNDATIONS OF DISTINCTIVELY HUMAN SOCIAL LEARNING | $100,000 | ||||||
| TEMPLE UNIVERSITY | |||||||||||||
| 1852 N 10TH STREET TASB 08354 | PHILADELPHIA | PA | 19122 | PC | THE DEVELOPMENT OF NOVICE TEACHERS ROLE-IDENTITIES AS DISCUSSION FACILITATORS IN SOCIAL STUDIES CLASSROOMS | $566,440 | |||||||
| TEMPLE UNIVERSITY | |||||||||||||
| 1852 N 10TH STREET TASB 08354 | PHILADELPHIA | PA | 19122 | PC | EXPANDING THE HORIZONS FOR RESEARCH AT THE DEVELOPMENTAL INTERFACE OF BRAIN, BODY, AND BEHAVIOR | $125,000 | |||||||
| TEMPLE UNIVERSITY | |||||||||||||
| 1852 N 10TH STREET TASB 08354 | PHILADELPHIA | PA | 19122 | PC | DEVELOPING MATHEMATICAL SKILLS AND MOTIVATION | $100,000 | |||||||
| THE CITY UNIVERSITY OF NEW YORK | |||||||||||||
| 230 WEST 41ST STREET 7TH FLOOR | NEW YORK | NY | 10036 | PC | IN SUPPORT OF THE POSTDOCTORAL FELLOW'S SALARY, FRINGES AND RESEARCH PLAN | $100,000 | |||||||
| THE JSM CHARITABLE TRUST | |||||||||||||
| 1034 SOUTH BRENTWOOD BLVD 1860 | ST LOUIS | MO | 63117 | PF | CHARITABLE | $6,420,000 | |||||||
| THE UNIVERSITY OF BRITISH COLUMBIA | |||||||||||||
| PC | DOES TOP-DOWN PROCESSING SUPPORT INFANT DEVELOPMENT? | $244,346 | OFFICE OF RESEARCH SERVICES 102 - | VANCOUVER | CA | 99999 | 6190 AGRONOMY ROAD | BC | |||||
| TULANE UNIVERSITY | |||||||||||||
| 6823 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | PC | ORIGINS OF BODY KNOWLEDGE | $125,000 | |||||||
| UNIVERSIDAD DE LOS ANDES | |||||||||||||
| NC | OFF THE RAILS: MORAL PSYCHOLOGY BEYOND TRADITIONAL BORDERS | $125,000 | CRA 1 18A-10 | BOGOTA | CO | 111117 | |||||||
| UNIVERSITY OF ARIZONA | |||||||||||||
| SPONSORED PROJECTS SERVICES PO BOX | 210158 RM 510 | TUCSON | AZ | 85721 | PC | TEACHERS AS THINKERS: IMPROVING CLASSROOM COMMUNICATION IN MATHEMATICS | $426,651 | ||||||
| UNIVERSITY OF CALIFORNIA- DAVIS | |||||||||||||
| 1850 RESEARCH PARK DRIVE | DAVIS | CA | 95618 | PC | EXAMINATION OF INFANT LEARNING IN NATURALISTIC INTERACTIONS | $125,000 | |||||||
| UNIVERSITY OF CALIFORNIA- DAVIS | |||||||||||||
| 1850 RESEARCH PARK DRIVE | DAVIS | CA | 95618 | PC | CORTICAL PLASTICITY WITHIN AND ACROSS LIFETIMES | $332,679 | |||||||
| UNIVERSITY OF CALIFORNIA- DAVIS | |||||||||||||
| 1850 RESEARCH PARK DRIVE | DAVIS | CA | 95618 | PC | LEVERAGING VIRTUAL REALITY TO UNLOCK INTERACTIONS BETWEEN VISUAL ATTENTION AND MEMORY IN CHILDREN AND ADULTS | $125,000 | |||||||
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||||||||
| SPONSORED PROJECTS OFFICE 336 | SPROUL HALL | BERKELEY | CA | 94720 | PC | IN SUPPORT OF THE POSTDOCTORAL FELLOW'S SALARY, FRINGE BENEFITS AND RESEARCH PLAN. | $100,000 | ||||||
| UNIVERSITY OF CALIFORNIA-BERKELEY | |||||||||||||
| SPONSORED PROJECTS OFFICE 336 | SPROUL HALL | BERKELEY | CA | 94720 | PC | LEARNING TO LEARN: HOW POLYSEMY SCAFFOLDS DEVELOPMENT | $100,000 | ||||||
| UNIVERSITY OF CALIFORNIA-BERKELEY | |||||||||||||
| SPONSORED PROJECTS OFFICE 336 | SPROUL HALL | BERKELEY | CA | 94720 | PC | IN SUPPORT OF THE POSTDOCTORAL FELLOW'S SALARY, FRINGE BENEFITS AND RESEARCH PLAN. | $100,000 | ||||||
| UNIVERSITY OF CALIFORNIA-DAVIS | |||||||||||||
| 1850 RESEARCH PARK DRIVE | DAVIS | CA | 95618 | PC | NEW TEACHERS LEARNING DISCIPLINED IMPROVISATION FOR MEANINGFUL TALK IN DIVERSE CLASSROOMS | $405,894 | |||||||
| UNIVERSITY OF CALIFORNIA-LOS ANGELES | |||||||||||||
| OFFICE OF CONTRACT GRANT ADMINISTRA | ION 10920 WILSHIRE BOULEVARD SUITE | LOS ANGELES | CA | 90024 | PC | UNDERSTANDING THE EMERGENCE OF SPEECH VOCALIZATIONS IN HUMAN INFANCY | $100,000 | ||||||
| UNIVERSITY OF CALIFORNIA-SANTA CRUZ | |||||||||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | PC | A METHODOLOGY FOR STUDYING THE DYNAMICS OF RESILIENCE OF COLLEGE STUDENTS | $125,000 | |||||||
| UNIVERSITY OF CAMBRIDGE | |||||||||||||
| PC | IN SUPPORT OF THE POSTDOCTORAL FELLOW'S SALARY, FRINGE BENEFITS AND RESEARCH PLAN | $200,000 | 16 MILL LANE | CAMBRIDGE | UK | 99999 | |||||||
| UNIVERSITY OF CAMBRIDGE | |||||||||||||
| PC | EMBRACING COMPLEXITY IN NEURODEVELOPMENT | $125,000 | 16 MILL LANE | CAMBRIDGE | UK | 99999 | |||||||
| UNIVERSITY OF COLORADO | |||||||||||||
| OFFICE OF CONTRACTS AND GRANTS 3100 | MARINE STREET ROOM 479 | BOULDER | CO | 80303 | PC | DEVELOPING A MODEL OF TEACHER LEARNING TO SUPPORT COMPUTATIONALLY RICH COMMUNICATION IN SCIENCE CLASSROOMS | $632,201 | ||||||
| UNIVERSITY OF CONNECTICUT | |||||||||||||
| OFFICE FOR SPONSORED PROGRAMS 438 | WHITNEY ROAD EXTENSION UNIT 1133 | STORRS | CT | 06269 | PC | HOW THE DYNAMICS OF EARLY INTERACTIONS SHAPE WORD LEARNING | $100,000 | ||||||
| UNIVERSITY OF DELAWARE | |||||||||||||
| 210 HULLIHEN HALL | NEWARK | DE | 19716 | PC | A NATURALISTIC EXAMINATION OF THE LISTENING ENVIRONMENT AND ITS ROLE ON DEVELOPMENT | $125,000 | |||||||
| UNIVERSITY OF DELAWARE | |||||||||||||
| 210 HULLIHEN HALL | NEWARK | DE | 19716 | PC | UNDERSTANDING HOW ELEMENTARY TEACHERS TAKE UP DISCUSSION PRACTICES TO PROMOTE DISCIPLINARY LEARNING AND EQUITY | $431,705 | |||||||
| UNIVERSITY OF ILLINOIS | |||||||||||||
| 505 WRIGHT STREET 209 HAB MC 339 | URBANA | IL | 61801 | PC | UNDERSTANDING EARLY LANGUAGE ENVIRONMENTS: ANALYTIC TECHNIQUES AND OUTCOME PREDICTIONS | $100,000 | |||||||
| UNIVERSITY OF ILLINOIS AT CHICAGO | |||||||||||||
| LEARNING SCIENCES RESEARCH | INSTITUTE 1240 W HARRISON STREET RO | CHICAGO | IL | 60607 | PC | HOW TEACHERS LEARN: ORCHESTRATING DISCIPLINARY DISCOURSE IN SCIENCE, LITERATURE, AND MATHEMATICS CLASSROOMS | $385,701 | ||||||
| UNIVERSITY OF MICHIGAN | |||||||||||||
| 5082 WOLVERINE TWR 3003 S STATE | STREET | ANN ARBOR | MI | 48109 | PC | PERSONALIZED COGNITION IN CONTEXT: AN AMBULATORY ASSESSMENT STUDY OF EXECUTIVE FUNCTION DYNAMICS ACROSS ADULTHOOD AND AGING | $125,000 | ||||||
| UNIVERSITY OF MICHIGAN | |||||||||||||
| 5082 WOLVERINE TWR 3003 S STATE | STREET | ANN ARBOR | WI | 48109 | PC | TEACHERS LEARNING TO FACILITATE COMMUNICATION AND REASONING THROUGH INQUIRY WITH HISTORY AND SOCIAL SCIENCE SOURCES | $406,755 | ||||||
| UNIVERSITY OF MICHIGAN-ANN ARBOR | |||||||||||||
| 5082 WOLVERINE TWR 3003 S STATE | STREET | ANN ARBOR | MI | 48109 | PC | MANAGING STUDENTS' CONTRIBUTIONS TO MATHEMATICAL WORK IN WHOLE CLASS DISCUSSIONS IN HIGH SCHOOL: HOW DO TEACHERS DECIDE WHAT TO DO? | $303,650 | ||||||
| UNIVERSITY OF OREGON | |||||||||||||
| 5219 UNIVERSITY OF OREGON | EUGENE | OR | 97403 | PC | CONTEXT-SPECIFIC SPEECH PERCEPTION AND BARRIERS TO SUCCESSFUL COMMUNICATION BETWEEN HEALTHCARE PROVIDERS AND AGING PATIENTS | $125,000 | |||||||
| UNIVERSITY OF OXFORD | |||||||||||||
| PC | DOES SOCIAL SUPPORT BUFFER FATIGUE? A SOCIAL-DEVELOPMENTAL APPROACH | $125,000 | 9 SOUTH PARKS ROAD | OXFORD | UK | 99999 | |||||||
| UNIVERSITY OF PENNSYLVANIA | |||||||||||||
| OFFICE OF RESEARCH ADMINISTRATION | 133 SOUTH 26TH STREET MEZZANINE | PHILADELPHIA | PA | 19104 | PC | IN SUPPORT OF THE POSTDOCTORAL FELLOW'S SALARY, FRINGES AND RESEARCH PLAN | $100,000 | ||||||
| UNIVERSITY OF PENNSYLVANIA | |||||||||||||
| OFFICE OF RESEARCH ADMINISTRATION | 133 SOUTH 26TH STREET MEZZANINE | PHILADELPHIA | PA | 19104 | PC | FACILITATING DIGITAL DISCOURSE: TEACHERS AS LEARNERS IN A DIGITAL AGE | $507,905 | ||||||
| UNIVERSITY OF PITTSBURGH | |||||||||||||
| 4200 FIFTH AVENUE 350 THACKERAY | HALL | PITTSBURGH | PA | 15260 | PC | TEACHER LEARNING TO ENACT PRODUCTIVE DISCUSSIONS IN MATHEMATICS AND LITERACY | $468,418 | ||||||
| UNIVERSITY OF PITTSBURGH | |||||||||||||
| 4200 FIFTH AVENUE 350 THACKERAY | HALL | PITTSBURGH | PA | 15260 | PC | INTRINSIC AND EXTRINSIC INFLUENCES ON YOUNG CHILDREN'S MATHEMATICAL ABILITIES | $100,000 | ||||||
| UNIVERSITY OF SASKATCHEWAN | |||||||||||||
| PC | IN SUPPORT OF THE POSTDOCTORAL FELLOW'S SALARY, FRINGES AND RESEARCH PLAN | $95,384 | 105 ADMINISTRATION PLACE | SASKATOON | CA | 99999 | |||||||
| UNIVERSITY OF SOUTH CAROLINA | |||||||||||||
| 1244 BLOSSOM STREET | COLUMBIA | SC | 29201 | PC | THE EMBODIED EMERGENCE OF SOCIAL COMMUNICATION : IMPLICATIONS FOR AUTISM IN INFANCY | $125,000 | |||||||
| UNIVERSITY OF TEXAS AT EL PASO | |||||||||||||
| 500 W UNIVERSITY AVENUE | EL PASO | TX | 79968 | PC | EFFECTS OF FINANCIAL CONCERNS ON LOW-INCOME PARENTS' SPEECH TO CHILDREN | $125,000 | |||||||
| UNIVERSITY OF WASHINGTON | |||||||||||||
| OFFICE OF RESEARCH GRANT AND | CONTRACT SERVICES 4333 BROOKLYN AVE | SEATTLE | WA | 98195 | PC | PREPARING TEACHERS TO FACILITATE ASSET-BASED SCIENCE & LITERACY DISCOURSE IN DUAL AND MULTILINGUAL ELEMENTARY CLASSROOMS | $523,647 | ||||||
| UNIVERSITY OF WISCONSIN | |||||||||||||
| 21 NORTH PARK STREET SUITE 6401 | MADISON | WI | 53715 | PC | THEORETICAL AND PEDAGOGICAL IMPLICATIONS OF THE NONSYMBOLIC RATIO PROCESSING SYSTEM | $100,000 | |||||||
| UNIVERSITY OF WISCONSIN - MADISON | |||||||||||||
| 21 NORTH PARK STREET SUITE 6401 | MADISON | WI | 53715 | PC | THE DEVELOPMENT OF HIGHER-ORDER COGNITION: WORDS, CATEGORIES, AND CONCEPTS | $100,000 | |||||||
| UNIVERSITY OF WISCONSIN - MADISON | |||||||||||||
| 21 NORTH PARK STREET SUITE 6401 | MADISON | WI | 53715 | PC | FACES IN THE WILD: UNDERSTANDING REAL-WORLD COMMUNICATION OF EMOTIONS | $125,000 | |||||||
| UNIVERSITY OF WISCONSIN - MADISON | |||||||||||||
| 21 NORTH PARK STREET SUITE 6401 | MADISON | WI | 53715 | PC | ADVANCING TEACHERS' PEDAGOGICAL REASONING AND PRACTICES WITH TOOLS | $371,445 | |||||||
| UTRECHT UNIVERSITY | |||||||||||||
| PC | INTEGRATING EVOLUTION, DEVELOPMENT, AND LEARNING IN PSYCHOLOGICAL SCIENCE | $100,000 | HEIDELBERGLAAN 8 | UTRECHT | NL | 99999 | |||||||
| WASHINGTON UNIVERSITY | |||||||||||||
| ONE BROOKINGS DRIVE CAMPUS BOX 1054 | ST LOUIS | MO | 63130 | PC | EVENT COGNITION IN THE WILD | $125,000 | |||||||
| WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY | |||||||||||||
| 1300 YORK AVENUE BOX 89 | NEW YORK | NY | 10065 | PC | COVID-19 CONSORTIUM FOR RECOVERY OF CONSCIOUSNESS | $500,000 | |||||||
| YALE UNIVERSITY | |||||||||||||
| 25 SCIENCE PARK 150 MUNSON STREET | 3RD FLOOR | NEW HAVEN | CT | 06520 | PC | ESTABLISHING GROUND TRUTH ABOUT THE DEVELOPMENT OF EPISODIC MEMORY IN INFANCY | $125,000 | ||||||
| YALE UNIVERSITY | |||||||||||||
| 25 SCIENCE PARK 150 MUNSON STREET | 3RD FLOOR | NEW HAVEN | CT | 06520 | PC | IN SUPPORT OF THE POSTDOCTORAL FELLOW'S SALARY, FRINGE BENEFITS AND RESEARCH PLAN | $200,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,833,952 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARNEGIE MELLON UNIVERSITY | |||||||||||||
| OFFICE OF SPONSORED RESEARCH 5000 | FORBES AVENUE HBH 3000 | PITTSBURGH | PA | 15213 | PC | A COORDINATION APPROACH TO EARLY LANGUAGE LEARNING | $200,000 | ||||||
| CARNEGIE MELLON UNIVERSITY | |||||||||||||
| OFFICE OF SPONSORED RESEARCH 5000 | FORBES AVENUE HBH 3000 | PITTSBURGH | PA | 15213 | PC | CLASSINSIGHT: INSIGHT ON TEACHER LEARNING BY SCAFFOLDING NOTICING AND REFLECTION | $591,472 | ||||||
| CORNELL UNIVERSITY | |||||||||||||
| 616 THURSTON AVE | ITHACA | NY | 14853 | PC | MICROBIAL LANDSCAPE ECOLOGY: MATTERS OF SPACE AND SCALE | $100,000 | |||||||
| COUNCIL ON FOUNDATIONS | |||||||||||||
| COUNCIL OFFICE 1255 23RD STREET NW | SUITE 200 | WASHINGTON DC | DC | 20037 | PC | THIS GRANT MAY BE USED ONLY FOR GRANTEE'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $19,000 | ||||||
| ECOLE NORMALE SUPERIEURE | |||||||||||||
| PC | EARLY LANGUAGE ACQUISITION: BEYOND WEIRD | $100,000 | 45 RUE DULM - F-75230 | PARIS | FR | 75005 | |||||||
| HARVARD UNIVERSITY | |||||||||||||
| HARVARD UNIVERSITY MASSACHUSETTS | HALL | CAMBRIDGE | MA | 02138 | PC | LEARNING IN EARLY CHILDHOOD: A COMPUTATIONAL COGNITIVE DEVELOPMENT APPROACH | $300,000 | ||||||
| HARVARD UNIVERSITY | |||||||||||||
| HARVARD UNIVERSITY MASSACHUSETTS | HALL | CAMBRIDGE | MA | 02138 | PC | UNDERSTANDING FOSSIL PLANT-INSECT INTERACTIONS: A COMPLEX SYSTEMS APPROACH | $200,000 | ||||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1230 | NEW YORK | NY | 10029 | PC | INTEGRATIVE THEORY OF MEMORY AND COGNITIVE PROCESSES | $141,102 | |||||||
| INDIANA UNIVERSITY | |||||||||||||
| SPONSORED RESEARCH SERVICES 530 | EAST KIRKWOOD AVENUE | BLOOMINGTON | IN | 47408 | PC | USING AUTOMATED CONTROLLED REARING TO EXPLORE THE ORIGINS OF THE MIND | $224,848 | ||||||
| INDIANA UNIVERSITY | |||||||||||||
| SPONSORED RESEARCH SERVICES 530 | EAST KIRKWOOD AVENUE | BLOOMINGTON | IN | 47408 | PC | UNDERSTANDING THE DEVELOPMENT OF EARLY MATHEMATICS KNOWLEDGE | $200,000 | ||||||
| INDIANA UNIVERSITY | |||||||||||||
| SPONSORED RESEARCH SERVICES 530 | EAST KIRKWOOD AVENUE | BLOOMINGTON | IN | 47408 | PC | TEACHER COGNITION AND LEARNING ABOUT INCORPORATING SCIENCE REPRESENTATIONS IN ELEMENTARY CLASSROOMS | $657,999 | ||||||
| INSERM | |||||||||||||
| PC | NEW HORIZONS AND A TIME-SCALE FOR LEARNING TRANSFER IDENTIFYING THE DYNAMIC OF BRAIN PLASTICITY DURING TOOL USE TO BOOST LANGUAGE LEARNING | $125,000 | UNIT 1028 ESPACE ACTION DELEGATION | PARIS | FR | 75654 | REGIONALE RHONE-ALPES | ||||||
| IOWA STATE UNIVERSITY | |||||||||||||
| 505 MORRILL ROAD 1138 PEARSON HALL | AMES | IA | 50011 | PC | IMPLEMENTING PRINCIPLES FROM THE SCIENCE OF LEARNING WITHIN EDUCATIONAL PRACTICE | $776,712 | |||||||
| KOC UNIVERSITY | |||||||||||||
| NC | EVENT REPRESENTATION AND RELATIONAL LANGUAGE LEARNING | $250,000 | RESEARCH PROJECT DEVELOPMENT AND | ISTANBUL | TU | 99999 | TECHNOLOGY RUMELIFENERI YOLU 34450 | ||||||
| LUDWIG-MAXIMILIANS-UNIVERSITAT IN MUNICH | |||||||||||||
| PC | THE EMERGENCE AND EARLY DEVELOPMENT OF MORALITY | $200,000 | GESCHWISTER-SCHOLL-PLATZ-1 | MUNICH | GM | 80539 | |||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| OFFICE OF SPONSORED PROGRAMS 77 | MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | PC | IN SUPPORT OF THE POSTDOCTORAL FELLOW'S SALARY, FRINGES AND RESEARCH PLAN | $200,000 | ||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| OFFICE OF SPONSORED PROGRAMS 77 | MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | PC | HOW HOST GLYCANS SHAPE COLLECTIVE BEHAVIOR OF HUMAN MICROBIAL COMMUNITIES | $100,000 | ||||||
| NORTHWESTERN UNIVERSITY | |||||||||||||
| 750 NORTH LAKE SHORE DR | CHICAGO | IL | 60611 | PC | MULTI-SCALE MODELS OF DORMANCY SYSTEMS: FROM SPIDER MITE DIAPAUSE TO DISSEMINATED TUMOR CELLS QUIESCENCE | $200,000 | |||||||
| NORTHWESTERN UNIVERSITY | |||||||||||||
| OFFICE OF SPONSORED RESEARCH 633 | CLARK STREET SUITE 2-502 | EVANSTON | IL | 60208 | PC | DEVELOPING A MODEL OF TEACHING LEARNING TO SUPPORT CLASSROOM ENACTMENT OF PURPOSEFUL SENSEMAKING | $662,295 | ||||||
| NUS AMERICA FOUNDATION | |||||||||||||
| 440 NORTH ROAD | SUNNYVALE | CA | 94085 | PC | IN SUPPORT OF THE POSTDOCTORAL FELLOW'S SALARY, FRINGE BENEFITS AND RESEARCH PLAN | $100,000 | |||||||
| PRINCETON UNIVERSITY | |||||||||||||
| OFFICE OF RESEARCH AND PROJECT | ADMINISTRATION 4TH FLOOR NEW SOUTH | PRINCETON | NJ | 08544 | PC | EMERGENT SWARMING BEHAVIORS THROUGH HYDRODYNAMIC FEEDBACK | $200,000 | ||||||
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||||||||
| 46 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | PC | DO TACTILE EXPLORATORY BEHAVIORS PREDICT LANGUAGE DEVELOPMENT IN DEAF SIGNING CHILDREN? | $125,000 | |||||||
| RUTGERS THE STATE UNIVERSITY OF NEW JERSEY | |||||||||||||
| 123 WASHINGTON STREET | NEWARK | NJ | 07102 | PC | RESPONDING TO IMMINENT THREAT: A DEVELOPMENTAL APPROACH | $100,000 | |||||||
| SAINT LOUIS UNIVERSITY | |||||||||||||
| 221 N GRAND BLVD | ST LOUIS | MO | 63103 | PC | UNDERSTANDING AND ADDRESSING THE CHALLENGES OF STUDENT MOBILITY IN ST. LOUIS CITY SCHOOLS | $255,897 | |||||||
| STANFORD UNIVERSITY | |||||||||||||
| OFFICE OF SPONSORED RESEARCH 484 | BROADWAY STREET | REDWOOD CITY | CA | 94063 | PC | COGNITIVE FOUNDATIONS OF DISTINCTIVELY HUMAN SOCIAL LEARNING | $200,000 | ||||||
| TEMPLE UNIVERSITY | |||||||||||||
| 1852 N 10TH STREET TASB 08354 | PHILADELPHIA | PA | 19122 | PC | THE DEVELOPMENT OF NOVICE TEACHERS ROLE-IDENTITIES AS DISCUSSION FACILITATORS IN SOCIAL STUDIES CLASSROOMS | $1,547,920 | |||||||
| TEMPLE UNIVERSITY | |||||||||||||
| 1852 N 10TH STREET TASB 08354 | PHILADELPHIA | PA | 19122 | PC | DEVELOPING MATHEMATICAL SKILLS AND MOTIVATION | $200,000 | |||||||
| THE JSM CHARITABLE TRUST | |||||||||||||
| 1034 SOUTH BRENTWOOD BLVD 1860 | ST LOUIS | MO | 63117 | PF | CHARITABLE | $75,007,500 | |||||||
| THE UNIVERSITY OF BRITISH COLUMBIA | |||||||||||||
| PC | DOES TOP-DOWN PROCESSING SUPPORT INFANT DEVELOPMENT? | $100,000 | OFFICE OF RESEARCH SERVICES 102 - | VANCOUVER | CA | 99999 | 6190 AGRONOMY ROAD | BC | |||||
| UNIVERSIDAD DE LOS ANDES | |||||||||||||
| NC | OFF THE RAILS: MORAL PSYCHOLOGY BEYOND TRADITIONAL BORDERS | $62,500 | CRA 1 18A-10 | BOGOTA | CO | 111117 | |||||||
| UNIVERSITY OF ARIZONA | |||||||||||||
| SPONSORED PROJECTS SERVICES PO BOX | 210158 RM 510 | TUCSON | AZ | 85721 | PC | TEACHERS AS THINKERS: IMPROVING CLASSROOM COMMUNICATION IN MATHEMATICS | $1,892,807 | ||||||
| UNIVERSITY OF CALIFORNIA-BERKELEY | |||||||||||||
| 1608 FOURTH ST SUITE 220 | BERKELEY | CA | 94720 | PC | EVOLUTIONARY FORCES SHAPE ADAPTIVE IMMUNE REPERTOIRES ACROSS SCALES OF BIOLOGICAL ORGANIZATION | $200,000 | |||||||
| UNIVERSITY OF CALIFORNIA-BERKELEY | |||||||||||||
| SPONSORED PROJECTS OFFICE 336 | SPROUL HALL | BERKELEY | CA | 94720 | PC | LEARNING TO LEARN: HOW POLYSEMY SCAFFOLDS DEVELOPMENT | $200,000 | ||||||
| UNIVERSITY OF CALIFORNIA-DAVIS | |||||||||||||
| 1850 RESEARCH PARK DRIVE | DAVIS | CA | 95618 | PC | NEW TEACHERS LEARNING DISCIPLINED IMPROVISATION FOR MEANINGFUL TALK IN DIVERSE CLASSROOMS | $703,703 | |||||||
| UNIVERSITY OF CALIFORNIA-LOS ANGELES | |||||||||||||
| OFFICE OF CONTRACT GRANT ADMINISTRA | ION 10920 WILSHIRE BOULEVARD SUITE | LOS ANGELES | CA | 90024 | PC | UNDERSTANDING THE EMERGENCE OF SPEECH VOCALIZATIONS IN HUMAN INFANCY | $100,000 | ||||||
| UNIVERSITY OF CALIFORNIA-SANTA CRUZ | |||||||||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | PC | A METHODOLOGY FOR STUDYING THE DYNAMICS OF RESILIENCE OF COLLEGE STUDENTS | $125,000 | |||||||
| UNIVERSITY OF CHICAGO | |||||||||||||
| UNIVERSITY RESEARCH ADMINISTRATION6 | 30 S ELLIS AVENUE ROOM 114 | CHICAGO | IL | 60637 | PC | THEORY-METHOD CORRESPONDENCE IN SOCIOBIOLOGY | $200,000 | ||||||
| UNIVERSITY OF COLORADO | |||||||||||||
| OFFICE OF CONTRACTS AND GRANTS 3100 | MARINE STREET ROOM 479 | BOULDER | CO | 80303 | PC | DEVELOPING A MODEL OF TEACHER LEARNING TO SUPPORT COMPUTATIONALLY RICH COMMUNICATION IN SCIENCE CLASSROOMS | $1,567,878 | ||||||
| UNIVERSITY OF CONNECTICUT | |||||||||||||
| OFFICE FOR SPONSORED PROGRAMS 438 | WHITNEY ROAD EXTENSION UNIT 1133 | STORRS | CT | 06269 | PC | HOW THE DYNAMICS OF EARLY INTERACTIONS SHAPE WORD LEARNING | $300,000 | ||||||
| UNIVERSITY OF DELAWARE | |||||||||||||
| 210 HULLIHEN HALL | NEWARK | DE | 19716 | PC | UNDERSTANDING HOW ELEMENTARY TEACHERS TAKE UP DISCUSSION PRACTICES TO PROMOTE DISCIPLINARY LEARNING AND EQUITY | $689,645 | |||||||
| UNIVERSITY OF DELAWARE | |||||||||||||
| 210 HULLIHEN HALL | NEWARK | DE | 19716 | PC | A NATURALISTIC EXAMINATION OF THE LISTENING ENVIRONMENT AND ITS ROLE ON DEVELOPMENT | $125,000 | |||||||
| UNIVERSITY OF ILLINOIS | |||||||||||||
| 505 WRIGHT STREET 209 HAB MC 339 | URBANA | IL | 61801 | PC | UNDERSTANDING EARLY LANGUAGE ENVIRONMENTS: ANALYTIC TECHNIQUES AND OUTCOME PREDICTIONS | $200,000 | |||||||
| UNIVERSITY OF ILLINOIS AT CHICAGO | |||||||||||||
| LEARNING SCIENCES RESEARCH | INSTITUTE 1240 W HARRISON STREET RO | CHICAGO | IL | 60607 | PC | HOW TEACHERS LEARN: ORCHESTRATING DISCIPLINARY DISCOURSE IN SCIENCE, LITERATURE, AND MATHEMATICS CLASSROOMS | $543,384 | ||||||
| UNIVERSITY OF MICHIGAN | |||||||||||||
| 5082 WOLVERINE TWR 3003 S STATE | STREET | ANN ARBOR | WI | 48109 | PC | TEACHERS LEARNING TO FACILITATE COMMUNICATION AND REASONING THROUGH INQUIRY WITH HISTORY AND SOCIAL SCIENCE SOURCES | $683,168 | ||||||
| UNIVERSITY OF MICHIGAN-ANN ARBOR | |||||||||||||
| 5082 WOLVERINE TWR 3003 S STATE | STREET | ANN ARBOR | MI | 48109 | PC | MANAGING STUDENTS' CONTRIBUTIONS TO MATHEMATICAL WORK IN WHOLE CLASS DISCUSSIONS IN HIGH SCHOOL: HOW DO TEACHERS DECIDE WHAT TO DO? | $600,602 | ||||||
| UNIVERSITY OF OREGON | |||||||||||||
| 5219 UNIVERSITY OF OREGON | EUGENE | OR | 97403 | PC | CONTEXT-SPECIFIC SPEECH PERCEPTION AND BARRIERS TO SUCCESSFUL COMMUNICATION BETWEEN HEALTHCARE PROVIDERS AND AGING PATIENTS | $125,000 | |||||||
| UNIVERSITY OF PENNSYLVANIA | |||||||||||||
| OFFICE OF RESEARCH ADMINISTRATION | 133 SOUTH 26TH STREET MEZZANINE | PHILADELPHIA | PA | 19104 | PC | FACILITATING DIGITAL DISCOURSE: TEACHERS AS LEARNERS IN A DIGITAL AGE | $1,494,881 | ||||||
| UNIVERSITY OF PENNSYLVANIA | |||||||||||||
| OFFICE OF RESEARCH ADMINISTRATION | 133 SOUTH 26TH STREET MEZZANINE | PHILADELPHIA | PA | 19104 | PC | FOSTERING CROSS-SCALE COLLECTIVE ACTION IN A POLARIZED WORLD | $200,000 | ||||||
| UNIVERSITY OF PITTSBURGH | |||||||||||||
| 4200 FIFTH AVENUE 350 THACKERAY | HALL | PITTSBURGH | PA | 15260 | PC | TEACHER LEARNING TO ENACT PRODUCTIVE DISCUSSIONS IN MATHEMATICS AND LITERACY | $778,962 | ||||||
| UNIVERSITY OF PITTSBURGH | |||||||||||||
| 4200 FIFTH AVENUE 350 THACKERAY | HALL | PITTSBURGH | PA | 15260 | PC | INTRINSIC AND EXTRINSIC INFLUENCES ON YOUNG CHILDREN'S MATHEMATICAL ABILITIES | $300,000 | ||||||
| UNIVERSITY OF SOUTH CAROLINA | |||||||||||||
| 1244 BLOSSOM STREET | COLUMBIA | SC | 29201 | PC | THE EMBODIED EMERGENCE OF SOCIAL COMMUNICATION : IMPLICATIONS FOR AUTISM IN INFANCY | $125,000 | |||||||
| UNIVERSITY OF TEXAS AT EL PASO | |||||||||||||
| 500 W UNIVERSITY AVENUE | EL PASO | TX | 79968 | PC | EFFECTS OF FINANCIAL CONCERNS ON LOW-INCOME PARENTS' SPEECH TO CHILDREN | $125,000 | |||||||
| UNIVERSITY OF WASHINGTON | |||||||||||||
| OFFICE OF RESEARCH GRANT AND | CONTRACT SERVICES 4333 BROOKLYN AVE | SEATTLE | WA | 98195 | PC | PREPARING TEACHERS TO FACILITATE ASSET-BASED SCIENCE & LITERACY DISCOURSE IN DUAL AND MULTILINGUAL ELEMENTARY CLASSROOMS | $1,582,361 | ||||||
| UNIVERSITY OF WISCONSIN | |||||||||||||
| 21 NORTH PARK STREET SUITE 6401 | MADISON | WI | 53715 | PC | THEORETICAL AND PEDAGOGICAL IMPLICATIONS OF THE NONSYMBOLIC RATIO PROCESSING SYSTEM | $200,000 | |||||||
| UNIVERSITY OF WISCONSIN - MADISON | |||||||||||||
| 21 NORTH PARK STREET SUITE 6401 | MADISON | WI | 53715 | PC | THE DEVELOPMENT OF HIGHER-ORDER COGNITION: WORDS, CATEGORIES, AND CONCEPTS | $200,000 | |||||||
| UNIVERSITY OF WISCONSIN - MADISON | |||||||||||||
| 21 NORTH PARK STREET SUITE 6401 | MADISON | WI | 53715 | PC | ADVANCING TEACHERS' PEDAGOGICAL REASONING AND PRACTICES WITH TOOLS | $617,786 | |||||||
| UNIVERSITY OF WISCONSIN-MADISON | |||||||||||||
| 21 NORTH PARK STREET SUITE 6401 | MADISON | WI | 53715 | PC | FACES IN THE WILD: UNDERSTANDING REAL-WORLD COMMUNICATION OF EMOTIONS | $125,000 | |||||||
| UTRECHT UNIVERSITY | |||||||||||||
| PC | INTEGRATING EVOLUTION, DEVELOPMENT, AND LEARNING IN PSYCHOLOGICAL SCIENCE | $200,000 | HEIDELBERGLAAN 8 | UTRECHT | NL | 99999 | |||||||
| WASHINGTON UNIVERSITY IN SAINT LOUIS | |||||||||||||
| ONE BROOKINGS DRIVE CAMPUS BOX 1054 | ST LOUIS | MO | 63130 | PC | COLLECTIVE MEMORY COLLABORATIVE | $150,000 | |||||||
| WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY | |||||||||||||
| 1300 YORK AVENUE BOX 89 | NEW YORK | NY | 10065 | PC | COVID-19 CONSORTIUM FOR RECOVERY OF CONSCIOUSNESS | $500,000 | |||||||
| YALE UNIVERSITY | |||||||||||||
| 25 SCIENCE PARK 150 MUNSON STREET | 3RD FLOOR | NEW HAVEN | CT | 06520 | PC | A COMPLEX SYSTEMS APPROACH TO THE ORIGIN OF AUTOIMMUNE DISEASE COMBINING THEORY AND EXPERIMENT | $200,000 | ||||||
| NATIONAL ACADEMY OF SCIENCES | |||||||||||||
| 2101 CONSTITUTION AVENUE | WASHINGTON | DC | 20418 | PC | IN SUPPORT OF THE SCIENTISTS AND ENGINEERS IN EXILE OR DISPLACED (SEED) FUND FOR THE PURPOSE OF SUPPORTING UKRAINIAN SCIENTISTS | $200,000 | |||||||
| CARDIFF UNIVERSITY | |||||||||||||
| PC | UNDERSTANDING THE EVERYDAY VISUAL EXPERIENCES OF YOUNG CHILDREN WITH MOTOR DIFFICULTIES | $250,000 | 70 PARK PLACE | CARDIFF | UK | 99999 | |||||||
| THE UNIVERSITY OF QUEENSLAND | |||||||||||||
| PC | ASSESSING REAL-WORLD INTELLIGENCE IN CHILDREN: A COGNITIVE OFFLOADING APPROACHQ | $250,000 | ST LUCIA | QUEENSLAND | AS | 4072 | |||||||
| UNIVERSITY OF CALIFORNIA AT RIVERSIDE | |||||||||||||
| 900 UNIVERSITY AVE | RIVERSIDE | CA | 92521 | PC | CHARACTERIZING INFANTS' EVERYDAY MOTOR AND OBJECT EXPERIENCES THROUGH COMPUTER VISION ANALYSIS OF CAREGIVER-CAPTURED VIDEO SURVEYS | $250,000 | |||||||
| BIRKBECK UNIVERSITY OF LONDON | |||||||||||||
| PC | STAY COOL: THE DEVELOPMENT OF SELF-REGULATION IN MIND, BRAIN AND BODY | $250,000 | CBCD BIRKBECK MALET STREET | LONDON | UK | 99999 | |||||||
| UNIVERSITY OF GEORGIA | |||||||||||||
| TERRELL HALL 110 210 S JACKSON ST | ATHENS | GA | 30602 | PC | SENSORIMOTOR CASCADES: INTEGRATING REAL-TIME MOVEMENT DYNAMICS DURING THE SLEEP AND AWAKE PERIODS OF HUMAN INFANTS | $250,000 | |||||||
| VRIJE UNIVERSITEIT AMSTERDAM | |||||||||||||
| PC | DEVELOPING SENSORY-COGNITIVE PREDICTORS OF EVERYDAY FUNCTIONING WITH VISUAL IMPAIRMENT | $250,000 | DE BOELELAAN 1105 | AMSTERDAM | NL | 99999 | |||||||
| PRINCETON UNIVERSITY | |||||||||||||
| 4TH FLOOR NEW SOUTH BUILDING | PRINCETON | NJ | 08544 | PC | HOW TRANSFORMATIVE EXPERIENCES SHAPE ADULT IDENTITY DEVELOPMENT | $250,000 | |||||||
| UNIVERSIDAD ADOLFO IBANEZ | |||||||||||||
| PC | A METHOD FOR STUDYING SHARED MEANING IN CULTURAL GROUPS | $250,000 | DIAG LAS TORRES 2640 | SANTIAGO | CI | 7941169 | |||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| 77 MASSACHUSETTES AVE | CAMBRIDGE | MA | 02139 | PC | AN INTEGRATIVE COMPUTATIONAL ACCOUNT OF LANGUAGE AND LOCOMOTION | $250,000 | |||||||
| CARNEGIE MELLON UNIVERSITY | |||||||||||||
| 5000 FORBES AVE HBH 3000 | PITTSBURGH | PA | 15213 | PC | TRACKING ENGAGEMENT IN HUMAN COMMUNICATION FROM WEARABLE SENSORS IN REAL-WORLD ENVIRONMENTS | $250,000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $100,902,422 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,390,948 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,010,392 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,022,765 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,851,481 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| FROM K-1 BLACKSTONE REAL ESTATE PARTNERS VIII, TE 1 | 531120 | $52,462 |
| FROM K-1 BLACKSTONE REAL ESTATE PARTNERS VIII TE 1-NQ | 531120 | -$3,882 |
| FROM K-1 BPEA III | 531120 | $38,710 |
| FROM K-1 CALERA V AIV II | 531120 | $6,590 |
| FROM K-1 DAVIDSON KEMPNER INSTITUTIONAL PARTNERS | 531120 | $505 |
| FROM K-1 GREAT HILL EQUITY PARTNERS VI | 531120 | $1,515 |
| FROM K-1 GREAT HILL EQUITY PARTNERS VI-A | 531120 | -$100 |
| FROM K-1 HIG ADVANTAGE BUYOUT FUND | 531120 | -$104,466 |
| FROM K-1 MERCER PRIVATE INVESTMENT PARTNERS V | 531120 | $33,541 |
| FROM K-1 NEWBURY EQUITY PARTNERS | 531120 | $741 |
| FROM K-1 OAKTREE OPPORTUNITIES FUND VIII AIF (DELAWARE) | 531120 | -$1,115 |
| FROM K-1 OCM OPPORTUNITIES FUND VI | 531120 | -$12,412 |
| FROM K-1 OCM OPPORTUNITIES FUND VIIB AIF (DELAWARE) | 531120 | -$1,514 |
| FROM K-1 QUANTUM ENERGY PARTNERS VI | 531120 | -$29,005 |
| FROM K-1 REALTY ASSOCIATES FUND X UTP | 531120 | -$1,565 |
| FROM K-1 RIVERSIDE FUND V | 531120 | -$10,994 |
| FROM K-1 SENTINEL CAPITAL PARTNERS V | 531120 | $26,107 |
| FROM K-1 SHOREVIEW PARALLEL PARTNERS III | 531120 | -$44 |
| FROM K-1 STIRLING SQUARE CAP PART 3RD FUND A | 531120 | -$3,240 |
| FROM K-1 VECTIS HEALTHCARE & LIFE SCIENCES II | 531120 | -$23,762 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$31,928 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $80,275,586 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,243,658 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KOC UNIVERSITY | ||||||||||||
| RUMELIFENERI YOLYU 3445 SARIYER | ISTANBUL | TU | 2021-11-23 | $100,000 | EVENT REPRESENTATION AND RELATIONAL LANGUAGE LEARNING | NONE | 10/30/2021 | |||||
| UNIVERSIDAD DE LOS ANDES | ||||||||||||
| CRA 1 18A-10 | BOGOTA | CO | 2021-10-15 | $125,000 | OFF THE RAILS: MORAL PSYCHOLOGY BEYOND TRADITIONAL BORDERS | NONE | 8/18/2021 | |||||
| THE JSM CHARITABLE TRUST | ||||||||||||
| 2021-11-15 | $6,420,000 | THE ABOVE GRANTS WERE DISTRIBUTED BY JSMCT IN 2021 TO VARIOUS PUBLIC CHARITIES DESCRIBED IN SECTION 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE | NONE | 12/18/21 | 1034 SOUTH BRENTWOOD BLVD SUITE | 1860 | ST LOUIS | MO | 63117 | |||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BANK OF AMERICA SHORT-TERM BOND FUND | BondNm |
| EOY Book Value | $31,050,411 | EOYBookValueAmt |
| EOYFMV | $31,050,411 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DIMENSIONAL FUND ADVISORS SMALL CO. FUND | StockNm |
| EOY Book Value | $1,131,035 | EOYBookValueAmt |
| EOYFMV | $1,569,335 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1798 UK SMALL CAP BEST IDEAS FUN LTD | AT COST | $8,226,310 | $15,662,587 |
| ABERDEEN EMERGING MARKETS INSTL FUND | AT COST | $13,000,000 | $15,488,597 |
| AEW CORE PROPERTY TRUST | AT COST | $3,000,000 | $4,548,079 |
| CEVIAN CAPITAL II, LTD | AT COST | $11,000,000 | $15,526,167 |
| CHARTERHOUSE CAPITAL PARTNERS X | AT COST | $1,687,450 | $1,460,662 |
| DODGE & COX INTL STOCK FUND | AT COST | $17,000,000 | $20,487,513 |
| GMO US QUALITY EQUITY FUND III | AT COST | $47,798,370 | $63,767,247 |
| HARBOR SPRING CAPITAL PARTNERS LP | AT COST | $6,500,000 | $9,818,058 |
| ISHARES TR S&P GSSI NAT RES FD | AT COST | $6,083,585 | $4,753,480 |
| MEVERICK LONG, LTD | AT COST | $6,782,408 | $10,998,104 |
| MFS INTL VALUE FUND | AT COST | $11,681,323 | $18,400,784 |
| PHARO GAIA FUND, LTD | AT COST | $3,500,000 | $4,054,150 |
| SILCHESTER GLOBAL BOND FUND | AT COST | $24,069,236 | $27,665,592 |
| VALINOR CAPITAL PARTNERS OFFSHORE, LTD | AT COST | $256,384 | $325,473 |
| VAN ECK GLOBAL HARD ASSETS FUND | AT COST | $12,473,572 | $9,449,053 |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | AT COST | $21,019,904 | $22,811,746 |
| VANGUARD INSTL INDEX FUND | AT COST | $59,000,000 | $69,192,300 |
| ANCHORAGE CAPITAL PARTNERS OFFSHORE LTD | AT COST | $687,720 | $1,889,037 |
| AURELIUS CAPITAL INTERNATIONAL LTD | AT COST | $6,000,000 | $10,824,183 |
| ELLIOT INTERNATIONAL | AT COST | $6,000,000 | $28,875,866 |
| KING STREET CAPITAL LTS CL A SERIES 1 | AT COST | $423,810 | $1,006,849 |
| SECURITY DEPOSITS | AT COST | $2,992 | $2,992 |
| SILVER POINT CAPITAL OFFSHORE FUND LTD | AT COST | $1,000,000 | $7,514,919 |
| STARK GLOBAL OPPORTUNITIES | AT COST | $279,995 | $127,558 |
| SHELLBACK FUND LP | AT COST | $6,000,000 | $13,762,919 |
| HILLHOUSE CHINA VALUE FEEDER | AT COST | $2,700,000 | $6,383,637 |
| HILLHOUSE GAOLING FEEDER | AT COST | $5,300,000 | $8,800,120 |
| LIGHT STREET TUNGSTEN OFFSHORE | AT COST | $5,500,000 | $8,735,711 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & LEGAL | CategoryTxt |
| Legal Fees | $19,884 | LegalFeesAmt |
| Net Investment Income | $14,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,484 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (89 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AEW CORE PROPERTY U.S. | $0 | $3,533,181 | $4,548,079 |
| AMERICAN SECURITIES CAPITAL PARTNERS VI LP | $545,468 | $229,469 | $1,506,779 |
| AMERICAN SECURITIES CAPITAL PARTNERS VII LP | $1,490,753 | $1,318,250 | $2,779,728 |
| ARTIMAN VENTURES III, LP | $471,626 | $472,539 | $889,790 |
| ATLAS CAPITAL RESOURCES II LP | $643,104 | $721,456 | $1,071,257 |
| AVALON VENTURES X, LP | $1,188,054 | $1,101,598 | $1,000,275 |
| AVALON VENTURES XI, LP | $931,652 | $1,105,126 | $2,363,259 |
| BC EUROPEAN CAPITAL IX | $865,546 | $896,948 | $2,132,867 |
| BENSELL US FEEDER III, LP | $5,197,947 | $5,197,947 | $1,347,270 |
| BLACKSTONE REAL ESTATE PARTNERS VIII TE 1 L.P. | $671,876 | $481,824 | $815,188 |
| BLACKSTONE TACTICAL OPPORTUNITIES FUND II L.P. | $296,319 | $215,226 | $763,270 |
| BROOKE PRIVATE EQUITY PARTNERS III LP | $1,741,324 | $1,242,245 | $2,070,219 |
| CALERA CAPITAL PARTNERS V LP | $1,323,686 | $989,509 | $2,163,283 |
| CARLYLE POWER PARTNERS II-A LP | $1,610,203 | $1,593,907 | $1,856,215 |
| CERBERUS INSTITUTIONAL PARTNERS, L.P.-SERIES 3 | $3 | $0 | $0 |
| CERBERUS INSTITUTIONAL PARTNERS, L.P.-SERIES 4 | $267,270 | $182,738 | $99,571 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP | $7,599,523 | $8,148,203 | $8,360,480 |
| DFJ GROWTH 2013 LP | $1,077,657 | $714,294 | $2,107,691 |
| DFJ GROWTH III | $1,358,714 | $1,398,211 | $2,562,050 |
| DOVER STREET VI | $2,108,305 | $0 | $25,278 |
| ENCAP ENERGY CAPITAL FUND IX-C, LP | $1,846,050 | $1,761,466 | $977,377 |
| ENCAP ENERGY CAPITAL FUND VIII CO-INVESTORS B LP | $2,565,013 | $2,740,992 | $1,691,950 |
| ENCAP ENERGY CAPITAL FUND VIII-B, LP | $4,048,009 | $4,226,173 | $1,304,655 |
| ENCAP ENERGY CAPITAL FUND X-C, L.P. | $1,440,003 | $1,215,638 | $1,241,677 |
| ENCAP ENERGY CAPITAL FUND XI-C, LP | $751,506 | $470,597 | $1,067,901 |
| ENCAP FLATROCK MIDSTREAM FUND II-C LP | $852,129 | $893,569 | $439,517 |
| ENCAP FLATROCK MIDSTREAM FUND III-C LP | $1,058,646 | $904,124 | $678,865 |
| EUROPEAN SECONDARY DEVELOPMENT FUND V LP | $741,784 | -$138,163 | $774,532 |
| GENSTAR CAPITAL PARTNERS VI, LP | $1,050,366 | $665,986 | $793,860 |
| GENSTAR CAPITAL PARTNERS VII, LP | $1,423,464 | $982,644 | $1,416,279 |
| GENSTAR CAPITAL PARTNERS VIII LP | $1,886,574 | $1,554,456 | $3,907,204 |
| GREAT HILL EQUITY PARTNERS IV, LP | -$466,086 | -$465,075 | $3,893,071 |
| GREAT HILL EQUITY PARTNERS V, LP | $654,996 | $458,799 | $1,263,436 |
| GREAT HILL EQUITY PARTNERS VI, LP | $1,220,868 | $869,208 | $2,216,598 |
| HG CAPITAL 8A | $1,203,400 | $1,202,565 | $3,359,169 |
| HIG ADVANTAGE BUYOUT FUND | $641,826 | $2,203,767 | $3,414,570 |
| IDG VENTURES USA III LP | $1,067,752 | $959,528 | $1,955,308 |
| INSTITUTIONAL VENTURE PARTNERS XV, L.P. | $1,181,151 | $949,821 | $3,340,884 |
| INSTITUTIONAL VENTURE PARTNERS, XIII, LP | $30,034 | -$13,591 | $687,780 |
| KINETIC VENTURES IX, LP | $639,952 | $511,476 | $1,116,313 |
| LIME ROCK PARTNERS V, LP | $735,029 | $367,314 | $267,133 |
| LIME ROCK RESOURCES II-C, LP | $747,025 | $752,279 | $0 |
| LIME ROCK RESOURCES III-C, LP | $1,197,081 | $1,260,826 | $1,603,939 |
| LIME ROCK RESOURCES IV-C, LP | $1,516,727 | $1,437,579 | $2,245,594 |
| LOVELL MINNICK EQUITY PARTNERS III-A, LP | $664,986 | $112,525 | $713,960 |
| LOVELL MINNICK EQUITY PARTNERS IV-A, LP | $2,213,671 | $1,737,701 | $1,721,912 |
| MAKURIA INVESTMENTS I | $0 | $181,431 | $181,676 |
| MERCER PRIVATE INVESTMENT PARTNERS V | $24,202,400 | $39,834,403 | $46,146,195 |
| MERIT ENERGY PARTNERS I | $895,072 | $833,815 | $1,038,575 |
| MERIT ENERGY PARTNERS J | $1,534,345 | $1,516,598 | $2,001,880 |
| NEWBURY EQUITY PARTNERS | $0 | -$1,489,344 | $919,116 |
| OAKTREE OPPORTUNITIES FUND IX | $2,002,616 | $1,787,360 | $1,848,863 |
| OAKTREE OPPORTUNITIES FUND VIII, L.P. | $126,614 | $47,192 | $20,676 |
| OCM OPPORTUNITIES FUND V | $27,814 | -$33,156 | $0 |
| OCM OPPORTUNITIES FUND VI | -$60,490 | -$62,074 | $0 |
| OCM OPPORTUNITIES FUND VII, LP | $109,632 | $107,067 | $22,019 |
| OCM OPPORTUNITIES FUND VIIB, LP | $583,942 | $575,600 | $10,975 |
| PRISA LP | $4,922,130 | $4,849,073 | $10,669,493 |
| PROLOG CAPITAL IV | $264,371 | $268,928 | $1,066,108 |
| QUANTUM ENERGY PARTNERS VI, LP | -$51,245 | -$51,232 | $1,841,186 |
| REALTY ASSOCIATES FUND X UTP, LP | $195,034 | $20,823 | $17,749 |
| RESOURCE CAPITAL FUND V LP | $345,368 | $255,566 | $25,307 |
| RHO VENTURES V, LP | $777,619 | $776,080 | $798,076 |
| RIVERSIDE FUND V, LP | $1,240,141 | $43,816 | $5,644 |
| RIVERVEST VENTURE FUND III LP | $1,343,488 | $1,221,874 | $4,739,507 |
| RIVERVEST VENTURE FUND IV LP | $3,286,185 | $3,000,274 | $5,256,176 |
| SAIF PARTNERS IV LP | $1,601,607 | $1,560,621 | $2,915,723 |
| SAYBROOK CORPORATE OPPORTUNITY FUND II | $598,632 | $600,900 | $871,535 |
| SENTINEL CAPITAL PARTNERS V | $1,062,335 | $762,527 | $1,362,931 |
| SHOREVIEW CAPITAL PARTNERS III | $798,159 | $653,606 | $699,866 |
| SILVER LAKE PARTNERS V | $1,332,875 | $803,562 | $3,262,218 |
| SILVER LAKE PARTNERSHIP IV, LP | $740,911 | $2,638,267 | $4,795,250 |
| STIRLING SQUARE CAP PART 3RD FUND A | $987,533 | $736,810 | $1,076,885 |
| SWEETWATER SECONDARIES FUND II | $3,018,618 | $4,116,340 | $6,781,389 |
| THE COLUMN GROUP | $1,084,025 | $1,269,471 | $2,008,145 |
| THE SILCHESTER INT'L INVESTORS INT'L VALUE EQUITY TRUST | $24,160,611 | $26,053,156 | $27,665,592 |
| THOMAS WEISEL GLOBAL GROWTH PARTNERS IV (S), LP | $751,630 | $612,955 | $352,204 |
| THOMPSON STREET CAPITAL III | $865,026 | $603,038 | $572,612 |
| THOMPSON STREET CAPITAL IV | $1,585,393 | $1,016,383 | $2,572,833 |
| RMS HOLDING I | $0 | $257 | $156,842 |
| TRUSTBRIDGE PARTNERS V | $1,939,545 | $1,761,961 | $3,142,152 |
| UBS TRUMBULL PROPERTY FUND LP | $7,200,513 | $6,114,238 | $7,523,326 |
| VECTIS HEALTHCARE & LIFE SCIENCES FUND II, LP | $6,274,847 | $2,356,071 | $4,839,854 |
| VECTIS LIFE SCIENCE FUND I | $2,251,556 | $1,470,320 | $1,879,257 |
| WARBURG PINCUS PRIVATE EQUITY X, LP | $493,923 | -$413,464 | $298,872 |
| WARBURG PINCUS PRIVATE EQUITY XI, LP | $1,071,302 | $910,402 | $1,355,124 |
| WARBURG PINCUS PRIVATE EQUITY XII, LP | $1,044,852 | $871,937 | $2,778,050 |
| WLR RECOVERY FUND V, LP | $1,584,900 | $1,258,525 | $1,087,080 |
| TSCP CV I | $0 | $701,359 | $156,842 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FROM FAIR MARKET VALUE TO BOOK VALUE AND TIMING DIFFERENCES | Desc |
| Amt | $23,099,258 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (148 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $16,208 | $0 | $16,208 |
| EQUIPMENT MAINTENANCE & RENTAL | $4,495 | $0 | $4,495 |
| INSURANCE | $7,295 | $0 | $7,295 |
| MEDICAL INSURANCE | $106,699 | $0 | $106,699 |
| MISCELLANEOUS EXPENSE | $282 | $0 | $282 |
| OFFICE AND COMPUTER SUPPLIES | $2,005 | $0 | $2,005 |
| POSTAGE | $243 | $0 | $243 |
| PROGRAM ADMINISTRATION | $27,379 | $0 | $27,379 |
| PROGRAM HORORARIUMS | $147,143 | $0 | $147,143 |
| SUBS COMP | $3,678 | $0 | $3,678 |
| SUBSCRIPTIONS, BOOKS, PROF. MEMBERSHIPS | $20,417 | $0 | $20,417 |
| CONFERENCES & CONSULTANTS | $3,078 | $0 | $3,078 |
| NONDEDUCTIBLE TAXES PAID | $5,921 | $0 | $0 |
| FROM K-1 AEW CORE PROPERTY U.S. | $2,527 | $2,527 | $0 |
| FROM K-1 AMERICAN SECURITIES PARTNERS VI | $11,944 | $11,944 | $0 |
| FROM K-1 AMERICAN SECURITIES PARTNERS VII | $20,294 | $20,294 | $0 |
| FROM K-1 ARTIMAN VENTURES III | $8,591 | $8,591 | $0 |
| FROM K-1 ATLAS CAPITAL RESOURCES II | $21,423 | $21,423 | $0 |
| FROM K-1 ATLAS CAPITAL RESOURCES II (A-1 INTL) | $498 | $498 | $0 |
| FROM K-1 ATLAS CAPITAL RESOURCES II (A2-INTL) | $542 | $542 | $0 |
| FROM K-1 ATLAS CAPITAL RESOURCES II A3-F | $188 | $188 | $0 |
| FROM K-1 ATLAS CAPITAL RESOURCES II (A4-F2) | $147 | $147 | $0 |
| FROM K-1 ATLAS CAPITAL RESOURCES II (A5-INTL) | $199 | $199 | $0 |
| FROM K-1 ATLAS CAPITAL RESOURCES II (A5-F) | $187 | $187 | $0 |
| FROM K-1 ATLAS CAPITAL RESOURCES II (A6-INTL) | $668 | $668 | $0 |
| FROM K-1 ATLAS CAPITAL RESOURCES II (A7-F) | $178 | $178 | $0 |
| FROM K-1 ATLAS CAPITAL RESOURCES II (A9-F) | $151 | $151 | $0 |
| FROM K-1 ATLAS CAPITAL RESOURCES II (A10-F) | $113 | $113 | $0 |
| FROM K-1 AVALON VENTURES X | $28,374 | $28,374 | $0 |
| FROM K-1 AVALON VENTURES XI | $37,844 | $37,844 | $0 |
| FROM K-1 BC EUROPEAN CAPITAL IX-4 | $11,215 | $11,215 | $0 |
| FROM K-1 BC EUROPEAN CAPITAL IX CYXTERA AIV | $9 | $9 | $0 |
| FROM K-1 BLCKSTONE TACTICAL OPPORTUNITIES FUND II | $4,398 | $4,398 | $0 |
| FROM K-1 BLACKSTONE TACTICAL OPP FUND II CAYMAN | $2,374 | $2,374 | $0 |
| FROM K-1 BLACKSTONE REAL ESTATE PARTNERS VIII, TE 1 | $2,771 | $2,771 | $0 |
| FROM K-1 BLACKSTONE REAL ESTATE PARTNERS VIII TE 1-NQ | $508 | $508 | $0 |
| FROM K-1 BPEA III | $49,644 | $49,644 | $0 |
| FROM K-1 CALERA V | $51,774 | $51,774 | $0 |
| FROM K-1 CALERA V AIV II | $591 | $591 | $0 |
| FROM K-1 CERBERUS PARTNERS SERIES 4 | $2,052 | $2,052 | $0 |
| FROM K-1 CIP4 AIV | $178 | $178 | $0 |
| FROM K-1 DAVIDSON KEMPNER INSTITUTIONAL PARTNERS | $157,971 | $157,971 | $0 |
| FROM K-1 DFJ GROWTH 2013 | $27,285 | $27,285 | $0 |
| FROM K-1 DFJ GROWTH III | $47,693 | $47,693 | $0 |
| FROM K-1 ENCAP ENERGY CAPITAL FUND VIII-B | $1,047 | $1,047 | $0 |
| FROM K-1 ENCAP ENERGY CAPITAL FUND VIII CO-INVESTORS B | $397 | $397 | $0 |
| FROM K-1 ENCAP ENERGY CAPITAL FUND IX-C | $279 | $279 | $0 |
| FROM K-1 ENCAP ENERGY CAPITAL FUND X-C | $95 | $95 | $0 |
| FROM K-1 ENCAP ENERGY CAPITAL FUND XI-C | $194 | $194 | $0 |
| FROM K-1 ENCAP FLATROCK MIDSTREAM FUND II-C | $994 | $994 | $0 |
| FROM K-1 ENCAP FLATROCK MIDSTREAM FUND III-C | $595 | $595 | $0 |
| FROM K-1 EUROPEAN SECONDARY DEVELOPMENT FUND V | $17,568 | $17,568 | $0 |
| FROM K-1 GENSTAR CAPITAL PARTNERS VI | $13,290 | $13,290 | $0 |
| FROM K-1 GENSTAR CAPITAL PARTNERS VII | $22,392 | $22,392 | $0 |
| FROM K-1 GENSTAR CAPITAL PARTNERS VII AIV (BR) | $128 | $128 | $0 |
| FROM K-1 GENSTAR CAPITAL PARTNERS VIII BL | $33,372 | $33,372 | $0 |
| FROM K-1 GENSTAR CAPITAL PARTNERS VIII BL AIV | $218 | $218 | $0 |
| FROM K-1 GREAT HILL EQUITY PARTNERS IV | $1,608 | $1,608 | $0 |
| FROM K-1 GREAT HILL EQUITY PARTNERS IV-A | $685 | $685 | $0 |
| FROM K-1 GREAT HILL EQUITY PARTNERS V | $22,255 | $22,255 | $0 |
| FROM K-1 GREAT HILL EQUITY PARTNERS V-A | $767 | $767 | $0 |
| FROM K-1 GREAT HILL EQUITY PARTNERS VI | $24,799 | $24,799 | $0 |
| FROM K-1 GREAT HILL EQUITY PARTNERS VI-A | $148 | $148 | $0 |
| FROM K-1 HG CAPITAL 8A | $44,503 | $44,503 | $0 |
| FROM K-1 HIG ADVANTAGE BUYOUT FUND | $158,250 | $158,250 | $0 |
| FROM K-1 IDG VENTURES USA III | $31,646 | $31,646 | $0 |
| FROM K-1 INSTITUTIONAL VENTURE PARTNERS XIII | $13,096 | $13,096 | $0 |
| FROM K-1 INSTITUTIONAL VENTURE PARTNERS XV | $37,284 | $37,284 | $0 |
| FROM K-1 KINETIC VENTURES IX | $19,764 | $19,764 | $0 |
| FROM K-1 LIME ROCK PARTNERS V | $1,235 | $1,235 | $0 |
| FROM K-1 LIME ROCK RESOURCES II-C | $5,253 | $5,253 | $0 |
| FROM K-1 LIME ROCK RESOURCES III-C | $168,983 | $168,983 | $0 |
| FROM K-1 LIME ROCK RESOURCES IV-C | $198,191 | $198,191 | $0 |
| FROM K-1 LOVELL MINNICK EQUITY PARTNERS III-A | $14,205 | $14,205 | $0 |
| FROM K-1 LOVELL MINNICK EQUITY PARTNERS IV-A | $44,194 | $44,194 | $0 |
| FROM K-1 MAKURIA INVESTMENTS I | $2,586 | $2,586 | $0 |
| FROM K-1 MERCER PRIVATE INVESTMENT PARTNERS V | $1,265,474 | $1,265,474 | $0 |
| FROM K-1 MERIT ENERGY PARTNERS I | $42,623 | $42,623 | $0 |
| FROM K-1 MERIT ENERGY PARTNERS J | $80,656 | $80,656 | $0 |
| FROM K-1 NEWBURY EQUITY PARTNERS | $16,380 | $16,380 | $0 |
| FROM K-1 OAKTREE OPPORTUNITIES FUND VIII | $351 | $351 | $0 |
| FROM K-1 OAKTREE OPPORTUNITIES FUND VIII AIF (DELAWARE) | $436 | $436 | $0 |
| FROM K-1 OAKTREE OPPORTUNITIES FUND VIII AIF (CAYMAN) | $47 | $47 | $0 |
| FROM K-1 OAKTREE OPPORTUNITIES FUND IX | $22,464 | $22,464 | $0 |
| FROM K-1 OAKTREE OPPORTUNITIES FUND IX AIF (CAYMAN) | $4,299 | $4,299 | $0 |
| FROM K-1 OAKTREE OPPORTUNITIES FUND IX AIF (DELAWARE) | $190 | $190 | $0 |
| FROM K-1 OCM OPPORTUNITIES FUND V | $290 | $290 | $0 |
| FROM K-1 OCM OPPORTUNITIES FUND VI | $116 | $116 | $0 |
| FROM K-1 OCM OPPORTUNITIES FUND VII | $369 | $369 | $0 |
| FROM K-1 OCM OPPORTUNITIES FUND VII, LP AIF (DELAWARE) | $42 | $42 | $0 |
| FROM K-1 OCM OPPORTUNITIES FUND VIIB AIF (CAYMAN) | $66 | $66 | $0 |
| FROM K-1 OCM OPPORTUNITIES FUND VIIB AIF (DELAWARE) | $38 | $38 | $0 |
| FROM K-1 OCM OPPORTUNITIES FUND VIIB | $547 | $547 | $0 |
| FROM K-1 PRISA | $45,243 | $45,243 | $0 |
| FROM K-1 PROLOG HEALTY LIVING FUND II | $11,250 | $11,250 | $0 |
| FROM K-1 QUANTUM ENERGY PARTNERS VI | $453,560 | $453,560 | $0 |
| FROM K-1 REALTY ASSOCIATES FUND X UTP | $47 | $47 | $0 |
| FROM K-1 RESOURCE CAPITAL FUND V | $675 | $675 | $0 |
| FROM K-1 RHO VENTURES V | $2,549 | $2,549 | $0 |
| FROM K-1 RIVERSIDE FUND V | $6,442 | $6,442 | $0 |
| FROM K-1 RIVERVEST VENTURE FUND III | $35,361 | $35,361 | $0 |
| FROM K-1 RIVERVEST VENTURE FUND IV | $81,301 | $81,301 | $0 |
| FROM K-1 SAIF PARTNERS IV | $21,817 | $21,817 | $0 |
| FROM K-1 SAYBROOK CORPORATE OPPORTUNITY FUND II | $10,615 | $10,615 | $0 |
| FROM K-1 SENTINEL CAPITAL PARTNERS V | $1,807 | $1,807 | $0 |
| FROM K-1 SHOREVIEW PARALLEL PARTNERS III | $11,479 | $11,479 | $0 |
| FROM K-1 SILVER LAKE PARTNERS IV | $16,103 | $16,103 | $0 |
| FROM K-1 SILVER LAKE PARTNERS IV CAYMAN | $164 | $164 | $0 |
| FROM K-1 SILVER LAKE PARTNERS IV AIV II CAYMAN | $515 | $515 | $0 |
| FROM K-1 SLP IV OLYMPIAN FEEDER I | $6 | $6 | $0 |
| FROM K-1 SLP IV SECOND OLYMPIAN FEEDER I | $5 | $5 | $0 |
| FROM K-1 SLP IV RV FEEDER I | $22 | $22 | $0 |
| FROM K-1 SLP IV RV FOI FEEDER I | $23 | $23 | $0 |
| FROM K-1 SLP IV BASQUIAT FEEDER I | $59 | $59 | $0 |
| FROM K-1 SLP IV CARDINAL FEEDER I | $90 | $90 | $0 |
| FROM K-1 SLP IV WEST FEEDER I | $27 | $27 | $0 |
| FROM K-1 SILVER LAKE PARTNERS V | $15,152 | $15,152 | $0 |
| FROM K-1 SILVER LAKE PARTNERS V CAYMAN | $1,148 | $1,148 | $0 |
| FROM K-1 SILVER LAKE PARTNERS V DE (AIV VI) | $12 | $12 | $0 |
| FROM K-1 SLP V DUFFLE FEEDER I | $9 | $9 | $0 |
| FROM K-1 SLP V OLYMPIAN FEEDER I | $20 | $20 | $0 |
| FROM K-1 SLP V VENICEFEEDER I | $6 | $6 | $0 |
| FROM K-1 STIRLING SQUARE CAP PART 3RD FUND A | $28,093 | $28,093 | $0 |
| FROM K-1 SWEETWATER SECONDARIES FUND II | $71,815 | $71,815 | $0 |
| FROM K-1 THE COLUMN GROUP III-A | $15,712 | $15,712 | $0 |
| FROM K-1 THE SILCHESTER INTL INVESTORS INTL VALUE EQUITY TRUST | $267,148 | $267,148 | $0 |
| FROM K-1 THOMAS WEISEL GLOBAL PARTNERS IV | $8,351 | $8,351 | $0 |
| FROM K-1 THOMPSON STREET CAPITAL PARTNERS III | $31,167 | $31,167 | $0 |
| FROM K-1 THOMPSON STREET CAPITAL PARTNERS IV | $27,513 | $27,513 | $0 |
| FROM K-1 TSCP CV I | $1,051 | $1,051 | $0 |
| FROM K-1 TRUSTBRIDGE PARTNERS V | $28,795 | $28,795 | $0 |
| FROM K-1 UBS (US) TRUMBULL PROPERTY FUND | $64,906 | $64,906 | $0 |
| FROM K-1 VECTIS HEALTHCARE & LIFE SCIENCES II | $64,213 | $64,213 | $0 |
| FROM K-1 VECTIS LIFE SCIENCES FUND I | $11,050 | $11,050 | $0 |
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY X | $5,086 | $5,086 | $0 |
| FROM K-1 WARBURG PINCUS GANYMEDE-II PRIVATE EQUITY X | $480 | $480 | $0 |
| FROM K-1 WARBURG PINCUS O & G PRIVATE EQUITY X | $64 | $64 | $0 |
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY XI | $3,018 | $3,018 | $0 |
| FROM K-1 WARBURG PINCUS (CALLISTO) P/E XI CAYMAN | $1,551 | $1,551 | $0 |
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY (E&P) XI-B | $49 | $49 | $0 |
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY XI (INTERNATIONAL) | $71 | $71 | $0 |
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY XII | $7,508 | $7,508 | $0 |
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY XII (INTERNATIONAL) | -$88 | -$88 | $0 |
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY XII (FT-2) | $100 | $100 | $0 |
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY (E&P) XII MAIN-2 | $27 | $27 | $0 |
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY (E&P) XII (B) | $122 | $122 | $0 |
| FROM K-1 WLR RECOVERY FUND V | $2,058 | $2,058 | $0 |
| FROM K-1 WLR RECOVERY FUND V DSS AIV | $387 | $387 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (76 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 ATLAS CAPITAL RESOURCES II | $61 | $61 | $61 |
| FROM K-1 ATLAS CAPITAL RESOURCES II (A-1 INTL) | -$53 | -$53 | -$53 |
| FROM K-1 ATLAS CAPITAL RESOURCES II (A2-INTL) | -$53 | -$53 | -$53 |
| FROM K-1 ATLAS CAPITAL RESOURCES II (A6-INTL) | -$53 | -$53 | -$53 |
| FROM K-1 BC EUROPEAN CAPITAL IX-4 | $164 | $164 | $164 |
| FROM K-1 BENSELL US FEEDER III,L.P. (BENSON ELLIOT) | -$280,733 | -$280,733 | -$280,733 |
| FROM K-1 BLACKSTONE TACTICAL OPP FUND II CAYMAN | $2,321 | $2,321 | $2,321 |
| FROM K-1 BLACKSTONE REAL ESTATE PARTNERS VIII, TE 1 | $12,502 | $12,502 | $12,502 |
| FROM K-1 BLACKSTONE REAL ESTATE PARTNERS VIII TE 1-NQ | -$361 | -$361 | -$361 |
| FROM K-1 BPEA III | $6,906 | $6,906 | $6,906 |
| FROM K-1 CALERA V AIV II | -$143 | -$143 | -$143 |
| FROM K-1 CERBERUS PARTNERS SERIES 4 | $549 | $549 | $549 |
| FROM K-1 DAVIDSON KEMPNER INSTITUTIONAL PARTNERS | $29,207 | $29,207 | $29,207 |
| FROM K-1 EUROPEAN SECONDARY DEVELOPMENT FUND V | $9,474 | $9,474 | $9,474 |
| FROM K-1 GREAT HILL EQUITY PARTNERS IV | $1,629 | $1,629 | $1,629 |
| FROM K-1 GREAT HILL EQUITY PARTNERS VI | -$1,515 | -$1,515 | -$1,515 |
| FROM K-1 GREAT HILL EQUITY PARTNERS VI-A | $100 | $100 | $100 |
| FROM K-1 HG CAPITAL 8A | -$1,285 | -$1,285 | -$1,285 |
| FROM K-1 HIG ADVANTAGE BUYOUT FUND | $104,645 | $104,645 | $104,645 |
| FROM K-1 IDG VENTURES USA III | -$497 | -$497 | -$497 |
| FROM K-1 KINETIC VENTURES IX | $81,517 | $81,517 | $81,517 |
| FROM K-1 LIME ROCK PARTNERS V | $2,376 | $2,376 | $2,376 |
| FROM K-1 LIME ROCK RESOURCES II-C | $211 | $211 | $211 |
| FROM K-1 LIME ROCK RESOURCES III-C | $231,509 | $231,509 | $231,509 |
| FROM K-1 LIME ROCK RESOURCES IV-C | $74,209 | $74,209 | $74,209 |
| FROM K-1 MAKURIA INVESTMENTS I | $4,809 | $4,809 | $4,809 |
| FROM K-1 MERCER PRIVATE INVESTMENT PARTNERS V | -$173,187 | -$173,187 | -$173,187 |
| FROM K-1 MERIT ENERGY PARTNERS I | $157,753 | $157,753 | $157,753 |
| FROM K-1 MERIT ENERGY PARTNERS J | $323,623 | $323,623 | $323,623 |
| FROM K-1 NEWBURY EQUITY PARTNERS | $5,474 | $5,474 | $5,474 |
| FROM K-1 OAKTREE OPPORTUNITIES FUND VIII | -$126 | -$126 | -$126 |
| FROM K-1 OAKTREE OPPORTUNITIES FUND VIII AIF (DELAWARE) | $1,658 | $1,658 | $1,658 |
| FROM K-1 OAKTREE OPPORTUNITIES FUND IX | $6,146 | $6,146 | $6,146 |
| FROM K-1 OCM OPPORTUNITIES FUND VII | $432 | $432 | $432 |
| FROM K-1 OCM OPPORTUNITIES FUND VIIB AIF (CAYMAN) | $28 | $28 | $28 |
| FROM K-1 OCM OPPORTUNITIES FUND VIIB AIF (DELAWARE) | $2,173 | $2,173 | $2,173 |
| FROM K-1 OCM OPPORTUNITIES FUND VIIB | $1,756 | $1,756 | $1,756 |
| FROM K-1 QUANTUM ENERGY PARTNERS VI | $445,640 | $445,640 | $445,640 |
| FROM K-1 REALTY ASSOCIATES FUND X UTP | $1,413 | $1,413 | $1,413 |
| FROM K-1 SAIF PARTNERS IV | $1,020 | $1,020 | $1,020 |
| FROM K-1 SENTINEL CAPITAL PARTNERS V | -$466 | -$466 | -$466 |
| FROM K-1 SILVER LAKE PARTNERS V | -$5 | -$5 | -$5 |
| FROM K-1 STIRLING SQUARE CAP PART 3RD FUND A | $3,240 | $3,240 | $3,240 |
| FROM K-1 SWEETWATER SECONDARIES FUND II | -$17,704 | -$17,704 | -$17,704 |
| FROM K-1 THE SILCHESTER INTL INVESTORS INTL VALUE EQUITY TRUST | $44,618 | $44,618 | $44,618 |
| FROM K-1 THOMAS WEISEL GLOBAL PARTNERS IV | $2,473 | $2,473 | $2,473 |
| FROM K-1 UBS (US) TRUMBULL PROPERTY FUND | -$2,151 | -$2,151 | -$2,151 |
| FROM K-1 VECTIS HEALTHCARE & LIFE SCIENCES II | $660,547 | $660,547 | $660,547 |
| FROM K-1 VECTIS LIFE SCIENCES FUND I | $280,419 | $280,419 | $280,419 |
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY X | $49 | $49 | $49 |
| FROM K-1 WARBURG PINCUS (CALLISTO) P/E XI CAYMAN | -$882 | -$882 | -$882 |
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY (E&P) XI-B | $39 | $39 | $39 |
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY XII | $743 | $743 | $743 |
| FROM K-1 WLR RECOVERY FUND V | $225 | $225 | $225 |
| FROM K-1 WLR RECOVERY FUND V DSS AIV | -$8 | -$8 | -$8 |
| OTHER MISC INCOME | $329 | $329 | $329 |
| FROM K-1 BLACKSTONE REAL ESTATE PARTNERS VIII, TE 1 | $52,462 | $52,462 | |
| FROM K-1 BLACKSTONE REAL ESTATE PARTNERS VIII TE 1-NQ | -$3,882 | -$3,882 | |
| FROM K-1 BPEA III | $38,710 | $38,710 | |
| FROM K-1 CALERA V AIV II | $6,590 | $6,590 | |
| FROM K-1 DAVIDSON KEMPNER INSTITUTIONAL PARTNERS | $505 | $505 | |
| FROM K-1 GREAT HILL EQUITY PARTNERS VI | $1,515 | $1,515 | |
| FROM K-1 GREAT HILL EQUITY PARTNERS VI-A | -$100 | -$100 | |
| FROM K-1 HIG ADVANTAGE BUYOUT FUND | -$104,466 | -$104,466 | |
| FROM K-1 MERCER PRIVATE INVESTMENT PARTNERS V | $33,541 | $33,541 | |
| FROM K-1 NEWBURY EQUITY PARTNERS | $741 | $741 | |
| FROM K-1 OAKTREE OPPORTUNITIES FUND VIII AIF (DELAWARE) | -$1,115 | -$1,115 | |
| FROM K-1 OCM OPPORTUNITIES FUND VI | -$12,412 | -$12,412 | |
| FROM K-1 OCM OPPORTUNITIES FUND VIIB AIF (DELAWARE) | -$1,514 | -$1,514 | |
| FROM K-1 QUANTUM ENERGY PARTNERS VI | -$29,005 | -$29,005 | |
| FROM K-1 REALTY ASSOCIATES FUND X UTP | -$1,565 | -$1,565 | |
| FROM K-1 RIVERSIDE FUND V | -$10,994 | -$10,994 | |
| FROM K-1 SENTINEL CAPITAL PARTNERS V | $26,107 | $26,107 | |
| FROM K-1 SHOREVIEW PARALLEL PARTNERS III | -$44 | -$44 | |
| FROM K-1 STIRLING SQUARE CAP PART 3RD FUND A | -$3,240 | -$3,240 | |
| FROM K-1 VECTIS HEALTHCARE & LIFE SCIENCES II | -$23,762 | -$23,762 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RECOVERY OF PRIOR YEAR AMOUNTS TREATED AS QUALIFING DISTRIBUTIONS | $503,566 |
| NON-DEDUCTIBLE EXPENSES | $49,745 |
| TAX EXEMPT INCOME | $5,969 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCIAL SERVICE FEE - J&J | $297,969 | $268,172 | $29,797 |
| MERCER FEES | $121,248 | $121,248 | $0 |
| AGENCY FEES- BANK OF AMERICA | $127,546 | $127,546 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (16 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EMPLOYER FICA & MEDICARE | $39,308 | $0 | $39,308 |
| FEDERAL EXCISE TAX | $589,620 | $0 | $0 |
| FOREIGN TAXES PAID - BANK OF AMERICA 595 | $176,145 | $176,145 | $0 |
| FROM K-1 BPEA III | $75 | $75 | $0 |
| FROM K-1 CERBERUS PARTNERS SERIES 4 | $3 | $3 | $0 |
| FROM K-1 DAVIDSON KEMPNER INSTITUTIONAL PARTNERS | $2,833 | $2,833 | $0 |
| FROM K-1 EUROPEAN SECONDARY DEVELOPMENT FUND V | $278 | $278 | $0 |
| FROM K-1 GREAT HILL EQUITY PARTNERS IV | $20 | $20 | $0 |
| FROM K-1 MERCER PRIVATE INVESTMENT PARTNERS V | $7,028 | $7,028 | $0 |
| FROM K-1 NEWBURY EQUITY PARTNERS | $17,603 | $17,603 | $0 |
| FROM K-1 SAIF PARTNERS IV | $32,435 | $32,435 | $0 |
| FROM K-1 SWEETWATER SECONDARIES FUND II | $142 | $142 | $0 |
| FROM K-1 THE SILCHESTER INTL INVESTORS INTL VALUE EQUITY TRUST | $106,353 | $106,353 | $0 |
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY XI | $42,793 | $42,793 | $0 |
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY XI | $110 | $110 | $0 |
| FROM K-1 WARBURG PINCUS PRIVATE EQUITY XII (INTERNATIONAL) | $107 | $107 | $0 |