DEERFIELD PARTNERSHIP FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DEERFIELD PARTNERSHIP FOUNDATION (EIN 05-0618950)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349106929
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Compensation Explanation
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T20:33:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050618950 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Deerfield Partnership Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Deerfield Management Company | InCareOfNm |
| Business Name Control | DEER | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | mark veich | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 2125511600 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | mark | PersonFirstNm |
| Person Last | veich | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,959,315 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $803,295 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,950 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,950 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,590,358 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,621 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,605,755 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $882,867 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $806,050 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,282,470 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,417,755 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $441,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $441,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,076 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,076 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $114,621 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,577 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $111,044 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $132,194 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $132,194 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,230 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,350 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,350 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $214,150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $146,488 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $67,596 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $978,121 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,065 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $772,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,594,352 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,594,352 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,572,473 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,065 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,367,112 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,709,997 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,267,690 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,730,554 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,802,780 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,802,780 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $120,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Investments BOY | $11,209,051 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,966,822 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,156,535 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,059,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,769,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,959,315 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $13,059,605 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,769,602 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,059,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,769,602 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,059,605 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,769,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,059,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,709,997 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,769,602 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,769,602 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $19,621 | $4,636 | $14,985 | $14,985 |
| Passthrough K1 Capital Gain/(Loss) | $6,590,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,605,755 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $101,021 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $101,021 | SubtotalAmt |
| Tax Based On Investment Income | $101,021 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,944 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $31,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $84,944 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $345 | EsPenaltyAmt |
| Tax Due | $16,422 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deerfield Management Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125511600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 PARK AVENUE SOUTH 12TH FLOOR | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Andrew ElBardissi | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres*, Dir | 1.0 | $0 | $0 | $0 |
| James Flynn | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Karen Heidelberger Retzler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Leslie Henshaw | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Jonathan Isler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Jana Jensen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Kerri Seacord | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, VP | 1.0 | $0 | $0 | $0 |
| Robert Snetiker | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Mark Veich | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 38.0 | $441,500 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| U3 Advisors Inc | |||||
| 1735 Market Street Suite a-443 | Philadelphia | PA | 19103 | Philanthropic Srvc | $114,819 |
| Katten Muchin Roseman LLP | |||||
| 575 Madison Ave | New York | NY | 10022 | Philanthropic & Invs | $83,194 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Floor | Fairfield | CT | 06824 | Administrative Srvc | $62,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,991,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $68,156,864 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $70,148,347 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $70,148,347 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,052,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $69,096,122 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,454,806 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,454,806 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101,021 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $8,320 | IncomeTaxAmt |
| Total Tax | $109,341 | TotalTaxAmt |
| Distributable Before Adj | $3,345,465 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,345,465 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,345,465 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,367,112 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,367,112 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,345,465 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $3,102,200 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,099,326 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,682,781 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,541,370 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,304,096 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,729,773 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,367,112 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,345,465 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,021,647 | RemainingDistriFromCorpusAmt |
| Total Corpus | $16,751,420 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,102,200 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,649,220 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,099,326 | ExcessFromYear4Amt |
| Excess From Year3 | $3,682,781 | ExcessFromYear3Amt |
| Excess From Year2 | $2,541,370 | ExcessFromYear2Amt |
| Excess From Year1 | $3,304,096 | ExcessFromYear1Amt |
| Excess From Current Year | $1,021,647 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A-Z CHILDREN LIMITED - NURTURE AFRICA | ||||||||||||
| 54 PEMBROKE RD | DUBLIN | BALLSBRIDGE | EI | 4 | N/A | PC | Upgrade health centre, develop roadside outreach services and provide training & resources | $105,302 | ||||
| ADVANCIUM HEALTH NETWORK INC | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $50,000 | 345 PARK AVE S 12TH FL | NEW YORK | NY | 10010 | |||||
| AMERICAN INDIA FOUNDATION | ||||||||||||
| N/A | PC | General & Unrestricted | $350 | 211 EAST 43RD ST SUITE 1900 | NEW YORK | NY | 10017 | |||||
| CHILDRENS BRAIN TUMOR FOUNDATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 1460 BROADWAY | NEW YORK | NY | 10036 | |||||
| CLEAN AIR TASK FORCE INC | ||||||||||||
| N/A | PC | General & Unrestricted | $105 | 114 STATE ST 6TH FL | BOSTON | MA | 02109 | |||||
| COALITION FOR THE HOMELESS INC | ||||||||||||
| N/A | PC | General & Unrestricted | $80,000 | 129 FULTON ST | NEW YORK CITY | NY | 10038 | |||||
| FAMILY CENTER INC | ||||||||||||
| N/A | PC | General & Unrestricted | $100,000 | 493 NOSTRAND AVE STE 3 | BROOKLYN | NY | 11216 | |||||
| GILDAS CLUB WESTCHESTER INC | ||||||||||||
| N/A | PC | Youth programmming for children, teens and families impacted by cancer | $47,500 | 80 MAPLE AVE | WHITE PLAINS | NY | 10601 | |||||
| HEALTH EQUITY INTERNATIONAL | ||||||||||||
| N/A | PC | Support maternal, child and neonatal health services & earthquake relief efforts | $125,000 | 40 GLEN AVE | NEWTON | MA | 02459 | |||||
| HIGH & MIGHTY THERAPEUTIC RIDING AND DRIVING CENTE | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 71 COUNTY RTE 21C | GHENT | NY | 12075 | |||||
| INSTITUTE FOR LIFE CHANGING MEDICINES | ||||||||||||
| N/A | PC | General & Unrestricted | $333,333 | 345 PARK AVE S 12TH FL | NEW YORK | NY | 10010 | |||||
| INTEGRATE HEALTH INC | ||||||||||||
| N/A | PC | General & Unrestricted | $250,000 | 16 GRANITE ST | MEDWAY | MA | 02053 | |||||
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||||||
| N/A | PC | General & Unrestricted | $155 | PO BOX 6068 | ALBERT LEA | MN | 56007 | |||||
| LEUKEMIA & LYMPHOMA SOCIETY INC | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 3 INTERNATIONAL DR STE 200 | RYE BROOK | NY | 10573 | |||||
| LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SER | ||||||||||||
| N/A | PC | General & Unrestricted | $180,000 | 333 E 115TH ST | NEW YORK | NY | 10029 | |||||
| LWALA COMMUNITY ALLIANCE INC | ||||||||||||
| N/A | PC | To support increase in access to life saving interventions; OHI expansion; national policy change | $300,000 | PO BOX 60688 | NASHVILLE | TN | 37206 | |||||
| MANJUSHREE CHARITABLE SOCIETY | ||||||||||||
| MANJUSHREE VIDYAPITH SCHOOL AND ORP | LOHIT VALLEY ITTANAGAR | TAWANG | IN | 790104 | N/A | PC | To improve quality of life, healthcare and education for children living at Manjushree | $300,000 | ||||
| MANY HOPES INC | ||||||||||||
| N/A | PC | Healthy Children at Home and School Program | $143,515 | 255 W 93RD ST 1N | NEW YORK | NY | 10025 | |||||
| MERCY CORPS | ||||||||||||
| N/A | PC | General & Unrestricted | $200 | PO BOX 37800 | BOONE | IA | 50037 | |||||
| MOTT HAVEN ACADEMY CHARTER SCHOOL | ||||||||||||
| N/A | PC | tp provide School-based health care to students and their families | $200,000 | 170 BROWN PL | BRONX | NY | 10454 | |||||
| MUSO INC | ||||||||||||
| N/A | PC | General & Unrestricted | $100,000 | 3254 19TH ST 2ND FLOOR | SAN FRANCISCO | CA | 94110 | |||||
| MYASWAN INC | ||||||||||||
| N/A | PC | General & Unrestricted | $342,000 | 1448 TWELVE OAKS CT | ALAMO | CA | 94507 | |||||
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT INC | ||||||||||||
| N/A | PC | Support of Mental Health Clinic | $200,000 | 1301 FIFTH AVE 1ST FLOOR | NEW YORK | NY | 10029 | |||||
| NYAYA HEALTH NEPAL | ||||||||||||
| NYACHHYON GRIHA | KUPONDOLE LALITPUR | NP | N/A | NC | Expenditure Responsibility Grant | $125,000 | ||||||
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | ||||||||||||
| N/A | PC | to provide treatment and support | $135,000 | PO BOX 996 | FREDERICK | MD | 21705 | |||||
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | ||||||||||||
| N/A | PC | Haiti Earthquake Relief Fund | $15,000 | PO BOX 996 | FREDERICK | MD | 21705 | |||||
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | ||||||||||||
| N/A | PC | General & Unrestricted | $150,000 | PO BOX 996 | FREDERICK | MD | 21705 | |||||
| RED DOOR COMMUNITY INC | ||||||||||||
| N/A | PC | General & Unrestricted | $126,152 | 195 W HOUSTON ST | NEW YORK | NY | 10014 | |||||
| SAVE THE CHILDREN FEDERATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $352 | 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | |||||
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 501 ST JUDE PL | MEMPHIS | TN | 38105 | |||||
| SWIM STRONG FOUNDATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $180 | 3017 89TH ST | EAST ELMHURST | NY | 11369 | |||||
| TOGETHER WE RISE CORPORATION | ||||||||||||
| N/A | PC | General & Unrestricted | $208 | 580 W LAMBERT RD UNIT A | BREA | CA | 92821 | |||||
| UNC ESHELMAN SCHOOL OF PHARMACY FOUNDATION | ||||||||||||
| N/A | PC | sponsoring 20 students to attend the ITPS 2021 Discover, Develop, Deliver: Medicines and Vaccines Virtual Program Scholarship Fund | $8,000 | 194 FINLEY GOLF COURSE RD NO 10 | CHAPEL HILL | NC | 27517 | |||||
| UNDER 21 | ||||||||||||
| N/A | PC | to support Covenant House | $165,000 | 550 10TH AVE | NEW YORK | NY | 10018 | |||||
| UNIVERSITY INDUSTRY DEMONSTRATION PARTNERSHIP INC | ||||||||||||
| N/A | PC | General & Unrestricted | $10,000 | 1705 RICHLAND ST STE G | COLUMBIA | SC | 29201 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,594,352 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,950 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $5 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,590,353 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $76,817 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $806,050 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $76,822 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,402,353 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,479,175 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (32 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Anastos Stephen | |||||||
| 1 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $5,086 | Yes (X) | Yes (X) |
| Anderman Jared | |||||||
| 2 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $12,000 | Yes (X) | |
| Anderson Sumner | |||||||
| 3 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $20,000 | Yes (X) | |
| Aprilakis Konstantinos | |||||||
| 4 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $12,000 | Yes (X) | |
| Bishop Nicholas | |||||||
| 5 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $5,000 | Yes (X) | |
| Bizoza Brian | |||||||
| 6 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $35,000 | Yes (X) | |
| Brancaccio Marian | |||||||
| 7 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $101,000 | Yes (X) | |
| Caze Alexis | |||||||
| 8 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $20,000 | Yes (X) | |
| Clark David | |||||||
| 9 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $50,000 | Yes (X) | |
| ElBardissi Andrew | |||||||
| 10 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $10,000 | Yes (X) | |
| Farrell Michael | |||||||
| 11 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $16,000 | Yes (X) | |
| Foley Mike | |||||||
| 12 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $5,000 | Yes (X) | |
| Furst Howie | |||||||
| 13 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $50,000 | Yes (X) | |
| Gaddy Vicky | |||||||
| 14 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $15,000 | Yes (X) | |
| Ganesan Bharath | |||||||
| 15 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $5,000 | Yes (X) | |
| Greene Adam | |||||||
| 16 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $25,000 | Yes (X) | |
| Grossman Adam | |||||||
| 17 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $20,000 | Yes (X) | |
| Heidelberger Retzler Karen | |||||||
| 18 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $15,000 | Yes (X) | |
| Henshaw Leslie | |||||||
| 19 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $107,500 | Yes (X) | |
| Isler Jonathan | |||||||
| 20 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $10,221 | Yes (X) | |
| Jensen Jana | |||||||
| 21 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $25,000 | Yes (X) | |
| Karnal Terence | |||||||
| 22 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $11,000 | Yes (X) | |
| Kometz Avi | |||||||
| 23 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $30,000 | Yes (X) | |
| Leff Jonathan | |||||||
| 24 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $30,000 | Yes (X) | |
| Pearson Jennifer | |||||||
| 25 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $6,000 | Yes (X) | |
| Ramos Jonathan | |||||||
| 26 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $10,000 | Yes (X) | |
| Sendrowski Bryan | |||||||
| 27 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $15,000 | Yes (X) | |
| Snetiker Robert | |||||||
| 28 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $5,500 | Yes (X) | |
| Stornello Angelo | |||||||
| 29 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $5,000 | Yes (X) | |
| Takats Paul | |||||||
| 30 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $7,500 | Yes (X) | |
| Wang Elise | |||||||
| 31 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $30,000 | Yes (X) | |
| Wheeler Cameron | |||||||
| 32 | 345 PARK AVENUE SOUTH | New York | NY | 10010 | $25,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ISHARES S&P 1500 INDEX FD ITOT, 49 sh. | $5,086 | 2021-12-21 |
| 20 | IHS MARKIT LTD INFO, 34 sh. | $4,057 | 2021-08-05 |
| 20 | AMERICAN WATER WORKS COMPANY INC AWK, 6 sh. | $1,068 | 2021-08-05 |
| 20 | THE BLACKSTONE GROUP INC CL A BX, 35 sh. | $5,096 | 2021-11-24 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Andrew ElBardissi |
| *Removed from position in 2021 |
| Kerri Seacord |
| *Removed from board in 2021 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MIFAN MAMA | ||||||||||||||
| 1533 HUQINGPING ROAD HOUSE NO 28 | SHANGHAI | QINGPU DISTRICT | CH | 2018-12-04 | $25,000 | TO SUPPORT THE ENHANCED OUTREACH EYE CARE PROJECT | $25,000 | NO | 7/23/2019, 1/24/2021 | NONE NECESSARY | ||||
| Nyaya Health Nepal | ||||||||||||||
| Nyachhyon Griha | Kupondole | Lalitpur | NP | 2021-08-11 | $125,000 | Strengthening and Sustaining Municipal Integrated Health Care Model in Achham District | $125,000 | NO | 7/8/2022 | NONE NECESSARY | ||||
| ADVANCIUM HEALTH NETWORK INC | ||||||||||||||
| 2021-12-02 | $50,000 | SUPPORTING STARTUP EXPENSES | NO | EXPECTED IN 2022 | NONE NECESSARY | 345 PARK AVE SOUTH 12TH FL | NEW YORK | NY | 10010 | |||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I LINE 6A (990-PF) | IdentifierTxt |
| Form And Line Reference | (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) | FormAndLineReferenceDesc |
| Medium Explanation | RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $6,590,353 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $5 TOTAL PART I, LINE 6A: $6,590,358 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $19,621 BOOK BASIS: $20,038 NET GAIN/(LOSS): $(417) PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $6,590,770 | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORVENT MEDICAL, INC | $500,000 | $500,000 |
| CORVENT MEDICAL, INC SERIES SE | $120,000 | $120,000 |
| DEERFIELD EMPLOYEES DP LLC | $4,636,102 | $4,636,100 |
| DEERFIELD HEALTHCARE INNOVATIO | $1,267,245 | $48,401,005 |
| DEERFIELD MGMT HIF II, LP | $2,019,402 | |
| DEERFIELD MGMT III LP | $1,500,178 | $2,320,842 |
| DEERFIELD MGMT IV LP | $350,910 | $5,303,091 |
| DEERFIELD MGMT LP | $4,592,387 | $4,652,928 |
| DEERFIELD MGMT V LP | $203,167 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Document Review/Drafting | $23,279 | $3,577 | $19,702 |
| General Consultations | $91,342 | $91,342 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $62,360 | $62,360 | |
| Bank Charges | $1 | $1 | |
| Foundation Dues & Memberships | $1,530 | $1,530 | |
| K-1 Exp DEERFIELD EMPLOYEES DP | $597 | $589 | |
| K-1 Exp DEERFIELD EMPLOYEES DS | $254 | $255 | |
| K-1 Exp DEERFIELD MGMT III LP | $118,246 | $118,246 | |
| K-1 Exp DEERFIELD MGMT IV LP | $16,142 | $16,096 | |
| K-1 Exp DEERFIELD MGMT LP | $11,314 | $11,301 | |
| State or Local Filing Fees | $750 | $750 | |
| TRAINING & PROF. DEVELOPMENT | $2,956 | $2,956 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss DEERFIELD EMPLOYEES DP LLC | $47,376 | $47,870 |
| K-1 Inc/Loss DEERFIELD EMPLOYEES DSS LLC | $4,976 | $5,033 |
| K-1 Inc/Loss DEERFIELD MGMT III LP | $412,079 | $324,236 |
| K-1 Inc/Loss DEERFIELD MGMT IV LP | $177,038 | $186,670 |
| K-1 Inc/Loss DEERFIELD MGMT LP | $241,398 | $242,241 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EQUIVALENCY DETERMINATION | $1,100 | $1,100 |
| Philanthropic Consulting Srvcs | $131,094 | $131,094 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $47,600 |
| 990-PF Extension for 2020 | $7,380 |
| STATE INCOME TAX 2020 | $250 |