JOHN A HARTFORD FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHN A HARTFORD FOUNDATION (EIN 13-1667057)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-24
- IRS object ID
- 202002989349100000
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-24T06:45:18-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 East 42nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131667057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN A HARTFORD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2128327788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVA CHENG | PersonNm |
| Person Title | CFO & TREASURER | PersonTitleTxt |
| Phone | 2128327788 | PhoneNum |
| Signature | 2020-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Preparation | 2020-10-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 160.79.169.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-22 | IPDt |
| IP Tm | 14:50:06 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E136641E2205A348FCE59625EE93E743A53ABCDB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E136641E2205A348FCE59625EE93E743A53ABCDB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $603,088,117 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $322,993 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $322,993 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,808,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,798,126 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,613,891 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,047,611 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,651,243 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $194,710 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $22,940,561 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,772,362 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,341,980 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $142,569 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,199,411 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,401,677 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $48,931 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,353,246 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,000,856 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $77,178 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $915,402 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,131 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,296 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,316,363 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,145,624 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $172,395 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $185,420 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $68,243 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $224,294 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,458 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $217,874 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $410,446 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $25,730 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $430,048 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $82,875 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $83,153 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,244,561 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,162 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,229,936 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,331,846 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,488,152 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,641,261 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,471,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,724,652 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,803,366 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,488,152 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,365,913 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,862,805 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,284,210 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,249,503 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,790,748 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,790,748 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $74,715 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $121,829 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $121,829 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $353,607,459 | CorporateStockBOYAmt |
| Corporate Stock EOY | $417,075,467 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $417,075,467 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $113,877,555 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $110,029,464 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $110,029,464 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $45,406,616 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $57,644,022 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,644,022 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,498,957 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,276,097 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $214,456 | LandBOYAmt |
| Land EOY | $222,860 | LandEOYAmt |
| Land EOYFMV | $222,860 | LandEOYFMVAmt |
| Other Assets BOY | $86,427 | OtherAssetsBOYAmt |
| Other Assets EOY | $203,727 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $203,727 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $533,516,731 | TotalAssetsBOYAmt |
| Total Assets EOY | $603,088,117 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $603,088,117 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $632,922 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $655,378 | AccountsPayableEOYAmt |
| Grants Payable BOY | $19,481,886 | GrantsPayableBOYAmt |
| Grants Payable EOY | $28,063,617 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,405,137 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,030,607 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $21,519,945 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,749,602 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $511,996,786 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $572,338,515 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $511,996,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $572,338,515 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $533,516,731 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $603,088,117 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $511,996,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,862,805 | ExcessRevenueOverExpensesAmt |
| Other Increases | $75,204,534 | OtherIncreasesAmt |
| Subtotal | $572,338,515 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $572,338,515 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| STOCKS & COMMINGLED FUNDS | P | $66,450,840 | $53,524,790 | $12,926,050 | $12,926,050 |
| FIXED INCOME FUNDS | P | $10,004,203 | $9,908,930 | $95,273 | $95,273 |
| PRIVATE EQUITY AND CREDIT FUNDS | P | $290,566 | $290,566 | $290,566 | |
| REAL ESTATE | P | $284,981 | $284,981 | $284,981 | |
| OTHER CLASS ACTION | P | $17,021 | $17,021 | $17,021 | |
| SUBJECT TO UBIT | P | $37,352 | $37,352 | $37,352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,651,243 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,729,891 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $564,191,962 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045605 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,254,680 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $552,001,949 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043939 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,059,971 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $515,387,680 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046683 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,672,136 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $538,945,043 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047634 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,304,099 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $540,412,577 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044973 | DistributionYr5Rt |
| Total Distribution | 0.228834 | TotalDistributionRt |
| Average Distribution | 0.045767 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $561,147,578 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,682,041 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $202,842 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,884,883 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,442,560 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $202,842 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $202,842 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $202,842 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $265,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $265,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $472 | EsPenaltyAmt |
| Overpayment | $61,686 | OverpaymentAmt |
| Applied To ES Tax | $61,686 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JOHNAHARTFORD.ORG | WebsiteAddressTxt |
| Individual With Books | EVA CHENG | IndividualWithBooksNm |
| Phone | 2128327788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN H ALLEN | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.40 | $15,000 | $0 | $0 |
| HUA EVA CHENG | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VICE PRESIDENT, FINANCE & | 40.00 | $235,800 | $33,012 | $0 |
| TERESA T FULMER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | PRESIDENT | 40.00 | $589,380 | $39,200 | $0 |
| CHRISTOPHER TH PELL | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VICE CHAIR | 1.70 | $16,000 | $0 | $0 |
| JENNIFER PHILLIPS | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | CORPORATE SECRETARY & EXEC | 40.00 | $100,800 | $14,112 | $0 |
| MARGARET L WOLFF | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | CHAIR | 2.70 | $16,000 | $0 | $0 |
| NIRAV R SHAH | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.40 | $14,000 | $0 | $0 |
| LIAM DONOHUE | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE (NEW) | 0.70 | $7,000 | $0 | $0 |
| AUDREY A MCNIFF | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.20 | $14,000 | $0 | $0 |
| JOHN R MACH JR MD | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.60 | $16,000 | $0 | $0 |
| ELIZABETH A PALMER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.50 | $16,000 | $0 | $0 |
| EARL A SAMSON III | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VICE CHAIR | 1.60 | $16,000 | $0 | $0 |
| CHARLES M FARKAS | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.30 | $14,000 | $0 | $0 |
| RANI E SNYDER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VICE PRESIDENT, PROGRAM | 40.00 | $258,000 | $35,700 | $0 |
| DAVID DI MARTINO | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.30 | $14,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| AMY BERMAN | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | SENIOR PROGRAM OFFIC | 40.00 | $192,800 | $26,992 | $0 |
| MARCUS ESCOBEDO | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | SENIOR PROGRAM OFFIC | 40.00 | $177,160 | $24,864 | $0 |
| JANE CARMODY | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | PROGRAM OFFICER | 40.00 | $160,700 | $22,498 | $0 |
| MARK BARREIRO | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | SENIOR GRANTS OFFICE | 40.00 | $129,400 | $18,116 | $0 |
| SCOTT BANE | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | PROGRAM OFFICER | 40.00 | $125,000 | $17,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS & COMPANY | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT ADVISOR & MANAGERS | $1,572,325 |
| NON-US EQUITY MANAGERS PORTFOLIO 4 | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT MANAGER | $243,746 |
| EAGLE DYNAMIC | |||||
| 499 PARK AVE 17TH FL | NEW YORK | NY | 10022 | INVESTMENT MANAGER | $199,760 |
| MCDONALD DYNAMIC EQUITY | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT MANAGER | $190,849 |
| EATON VANCE | |||||
| TWO INTERNATIONAL PLACE | BOSTON | MA | 02110 | INVESTMENT MANAGER | $145,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 25 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AGING AND HEALTH - COMMUNICATION & DISSEMINATION INITIATIVE RENEWAL | Description1Txt |
| Expenses1 | $874,876 | Expenses1Amt |
| Description2 | AGING AND HEALTH MEETINGS - TO IDENTIFY COMMON INTERESTS AND ISSUES AMONG GRANTEES | Description2Txt |
| Expenses2 | $99,220 | Expenses2Amt |
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 | $569,692,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $569,692,973 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $569,692,973 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,545,395 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $561,147,578 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,057,379 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,057,379 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $202,842 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $202,842 | TotalTaxAmt |
| Distributable Before Adj | $27,854,537 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $29,574 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,884,111 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,884,111 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,365,913 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $76,647 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $26,442,560 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $202,842 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,239,718 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,884,111 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,501,269 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,442,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,501,269 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,941,291 | 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 | $23,942,820 | 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 | PRESIDENT THE JOHN A HARTFORD FOUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128327788 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE MAILED TO THE PRESIDENT OF THE FOUNDATION AT THE ABOVE ADDRESS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ONLY TO EXEMPT ORGANIZATIONS UNDER 501 (C)(3) OF THE IRS CODE, AND THAT ARE NOT PRIVATE FOUNDATIONS WITHIN THE MEANING OF SECTION 509 (A) OR A STATE OR POLITICAL SUBDIVISION THEREOF. NO GRANTS TO INDIVIDUALS. OUR PROGRAMMATIC AREAS OF EMPHASIS INCLUDE AGE-FRIENDLY HEALTH SYSTEM, FAMILY CAREGIVER SUPPORT AND SERIOUS ILLNESS/END OF LIFE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AARP Foundation | |||||||
| 601 E Street NW | Washington | DC | 20049 | PC | Supporting Family Caregivers Providing Complex Care: Bridging the Gap between Expectations and Execution | $381,518 | |
| AcademyHealth | |||||||
| 1666 K Street NW Suite 1100 | Washington | DC | 20006 | PC | 2019 Annual Membership Support | $2,000 | |
| American Academy of Home Care Medicine Inc | |||||||
| 2700 Lighthouse Point East Suite | Baltimore | MD | 21224 | PC | Moving and Scaling Home-Based Primary Care Phase II: Quality, Training and Advocacy | $146,500 | 220 |
| American Academy of Home Care Medicine Inc | |||||||
| 2700 Lighthouse Point East Suite | Baltimore | MD | 21224 | PC | 2019 Annual Meeting Sponsorship | $3,500 | 220 |
| American College of Surgeons | |||||||
| 633 N Saint Clair Street | Chicago | IL | 60611 | PC | Geriatric Surgery Verification and Quality Improvement Program | $708,922 | |
| American Federation for Aging Research Inc | |||||||
| 55 West 39th Street 16th Floor | New York | NY | 10018 | PC | Paul B. Beeson Career Development Awards in Aging Research Partnership Renewal | $557,922 | |
| American Geriatrics Society Inc | |||||||
| 40 Fulton Street 18th Floor | New York | NY | 10038 | PC | Geriatrics Workforce Enhancement Program (GWEP) Coordinating Center, Phase II | $898,782 | |
| American Geriatrics Society Inc | |||||||
| 40 Fulton Street 18th Floor | New York | NY | 10038 | PC | Catalyzing Emergency Department Enhancements for Older Adults: Geriatric Emergency Department Collaborative (GEDC 2.0), Phase 2 | $386,096 | |
| American Geriatrics Society Inc | |||||||
| 40 Fulton Street 18th Floor | New York | NY | 10038 | PC | CoCare-Geriatric Orthopedic Hip-Fracture Co-management Implementation | $493,858 | |
| American Geriatrics Society Inc | |||||||
| 40 Fulton Street 18th Floor | New York | NY | 10038 | PC | Geriatrics Workforce Enhancement Program (GWEP) Coordinating Center | $572,569 | |
| American Geriatrics Society Inc | |||||||
| 40 Fulton Street 18th Floor | New York | NY | 10038 | PC | Geriatrics for Specialists Initiative (GSI): Phase V | $81,528 | |
| Benjamin Rose Institute on Aging | |||||||
| 11890 Fairhill Road | Cleveland | OH | 44120 | PC | Online Resource for Comparing Evidence-Based Dementia Caregiving Programs | $211,433 | |
| Brandeis University | |||||||
| 415 South Street MS 085 | Waltham | MA | 02543 | PC | Council on Health Care Economics and Policy, 2019 Princeton Conference | $20,000 | |
| Camden Coalition of Healthcare Providers | |||||||
| 800 Cooper Street 7th Floor | Camden | NJ | 08102 | PC | Conference Sponsorship | $10,000 | |
| Case Western Reserve University | |||||||
| 10900 Euclid Avenue | Cleveland | OH | 441067015 | PC | Age-Friendly Health Systems Ambulatory Care Continuum | $100,000 | |
| Center for Health Care Strategies Inc | |||||||
| 200 American Metro Blvd Suite 119 | Hamilton | NJ | 08619 | PC | Helping States Support Families Caring for an Aging America | $105,391 | |
| Center for Health Policy DevelopmentNational Academy for State Health Poli | |||||||
| 2 Monument Square Suite 910 | Portland | ME | 20036 | PC | The RAISE Act Family Caregiver Resource and Dissemination Center | $849,919 | |
| Center for Health Policy DevelopmentNational Academy for State Health Poli | |||||||
| 2 Monument Square Suite 910 | Portland | ME | 20036 | PC | Supporting the Continuum of Palliative Care: A Resource Hub for State Policymakers | $212,916 | |
| Center for Medicare Advocacy Inc | |||||||
| PO Box 350 | Willimantic | CT | 06226 | PC | Medicare Education & Outreach: Opening Doors to Quality Care for Older Adults with Long-term and Serious Illnesses | $307,500 | |
| Columbia University | |||||||
| 100 Haven Avenue Suite 6A | New York | NY | 10001 | PC | Identifying Drivers of State-based Differences in the Status of Older Persons in the US | $39,000 | |
| Conference of Non-Governmental Organizations Foundation Inc | |||||||
| PO Box 1854 | New York | NY | 101631854 | PC | Integrate Ageing in United Nations Policies and Programs | $500 | |
| Emergency Medicine Foundation | |||||||
| 4950 West Royal Lane | Irving | TX | 750632524 | PC | Catalyzing Emergency Department Enhancements for Older Adults: Geriatric Emergency Department Accreditation (GEDA) | $320,399 | |
| Foundation for the National Institutes of Health Inc | |||||||
| 11400 Rockville Pike Suite 600 | North Bethesda | MD | 20852 | PC | 2019 Alzheimer's Disease-Related Dementia Summit - Silver Sponsorship | $5,000 | |
| Gerontological Society of America | |||||||
| 1220 L Street NW Suite 901 | Washington | DC | 20005 | PC | Sustaining the Reframing Aging Initiative | $200,000 | |
| Gerontological Society of America | |||||||
| 1220 L Street NW Suite 901 | Washington | DC | 20005 | PC | Annual Scientific Meeting Sponsorship | $15,000 | |
| Grantmakers in Aging CO CliftonLarsonAllen LLP | |||||||
| 901 North Glebe Road Suite 200 | Arlington | VA | 22203 | PC | Core Support Renewal | $80,383 | |
| Grantmakers in Aging CO CliftonLarsonAllen LLP | |||||||
| 901 North Glebe Road Suite 200 | Arlington | VA | 22203 | PC | 2019 GIA Annual Conference Sponsorship Local Host | $40,000 | |
| Grantmakers in Aging CO CliftonLarsonAllen LLP | |||||||
| 901 North Glebe Road Suite 200 | Arlington | VA | 22203 | PC | Annual Membership Support | $7,500 | |
| Grantmakers in Health | |||||||
| 1100 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | Annual Support | $14,950 | 1200 |
| Health Care For All Inc | |||||||
| One Federal Plaza 5th Floor | Boston | MA | 20110 | PC | Support for Together for the People: An Evening Honoring Rob Restuccia to Benefit Community Catalyst and Health Care For All | $500 | |
| Health Research and Educational Trust | |||||||
| 155 North Wacker Suite 400 | Chicago | IL | 60606 | PC | Next Generation Leaders Transformation Institute: 1) Developing Age-Friendly Health Systems Leadership; 2) Transforming HRETs HIIN Hospitals to Become More Age-Friendly | $1,182,478 | |
| Hebrew Home for the Aged at Riverdale Foundation | |||||||
| 5901 Palisade Avenue | Riverdale | NY | 10471 | PC | The Art of Aging 102nd Annual Gala | $12,400 | |
| Henry J Kaiser Family Foundation | |||||||
| 185 Berry Street Suite 2000 | San Francisco | CA | 94107 | PC | Highlighting Aging & Health: The Older Adult Reporting Project | $200,673 | |
| Henry J Kaiser Family Foundation | |||||||
| 185 Berry Street Suite 2000 | San Francisco | CA | 94107 | PC | Kaiser Health News: The Late Life and Geriatric Care Reporting Project | $627,083 | |
| Hispanics in Philanthropy | |||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | PC | Membership Annual Support | $5,000 | |
| Home Centered Care Institute | |||||||
| 1900 East Golf Road Suite 480 | Schaumburg | IL | 60173 | PC | Moving and Scaling Home-Based Primary Care, Phase II: Quality, Training and Advocacy | $82,500 | |
| Home Centered Care Institute | |||||||
| 1900 East Golf Road Suite 480 | Schaumburg | IL | 60173 | PC | Moving and Scaling Home-Based Primary Care into the Mainstream of US Health Care formerly National Home Care Medicine Education & Expansion Initiative | $90,387 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | Scaling and Dissemination of Hospital at Home | $243,806 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | Implementation of Rehabilitation at Home | $289,676 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | The Center to Advance Palliative Care (CAPC): Improving Access to Quality Palliative Care | $673,719 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | The Center to Advance Palliative Care (CAPC): Transformation Business Plan | $204,016 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | Mobile Acute Care Team Services: Outcomes and Dissemination of Hospital at Home in Fee-for-Service Medicare and Beyond | $186,170 | |
| Institute for Accountable Care | |||||||
| 601 13th Street NW Suite 900 South | Washington | DC | 20005 | PC | Collaboration Plan for the Institute for Accountable Care and Camden Coalition | $20,000 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Age-Friendly Health Systems Initiative, Phase II | $1,194,386 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Continued Development of the Better Care Playbook (Phase 4) | $95,184 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Age-Friendly Health Systems | $1,245,077 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Learning and Action Network for Medicare Advantage Plans (AKA Learning Community) | $65,178 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Support for a charging station at IHIs 2019 Forum | $15,000 | |
| Johns Hopkins University | |||||||
| Bloomberg School of Public Health | Baltimore | MD | 21205 | PC | Moving and Scaling Home-Based Primary Care into the Mainstream of US Health Care formerly Implementation of a National Learning Collaborative to Enhance the Quality of Home-Based Primary Care | $416,856 | |
| Joint Commission on Accreditation of Healthcare Organizations | |||||||
| One Renaissance Boulevard | Oakbrook Terrace | IL | 60181 | PC | Travel Expenses for the Age-Friendly Health Systems Technical Expert Panel | $24,700 | |
| Massachusetts General Hospital | |||||||
| 55 Fruit Street | Boston | MA | 02114 | PC | Moving and Scaling Home-Based Primary Care, Phase II: Quality, Training and Advocacy | $331,053 | |
| Medicare Rights Center Inc | |||||||
| 266 West 37th Street 3rd Floor | New York | NY | 10018 | PC | MRC Annual Awards Dinner | $1,000 | |
| Milken Institute | |||||||
| 1250 Fourth Street 2nd Floor | Santa Monica | CA | 90401 | PC | Support for The Center for the Future of Agings report, "Reducing the Price and Risk of Dementia: Recommendations to Improve Brain Health and Reduce Disparities | $5,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Roundtable on Quality Care for People with Serious Illness, Phase II | $83,333 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Roundtable on Quality of Care for People with Advanced Illness | $35,243 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Decadal Survey of Behavioral and Social Science Research on Alzheimer's Disease and Alzheimer's Disease-Related Dementias | $2,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | 2019 Annual Sponsorship of the National Academies of Sciences, Engineering and Medicine Forum on Aging, Disability and Independence | $25,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Phase II of the Decadal Survey of Behavioral and Social Science Research on Alzheimer's Disease and Alzheimer's Disease-Related Dementias | $10,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Global Roadmap for Healthy Longevity Initiative (aka Longevity Grand Challenge) Year Two of a two year committment, first grant of $50,000 awarded in 2018 (Grant 2018-0073) | $50,000 | |
| National Alliance for Caregiving | |||||||
| 1730 Rhode Island Avenue NW Suite | Washington | DC | 20036 | PC | Caregving in the US 2020 - A Research Study | $10,000 | 812 |
| National Association of Area Agencies on Aging Inc | |||||||
| 1100 New Jersey Avenue SE Suite 350 | Washington | DC | 20003 | PC | Aging and Disability Business Institute, Phase 2: Advancing Integration, Partnerships and Payment Models Between Social Services and Health Systems | $1,044,686 | |
| National Association of Area Agencies on Aging Inc | |||||||
| 1100 New Jersey Avenue SE Suite 350 | Washington | DC | 20003 | PC | Building the Capacity of the Aging and Disability Networks to Ensure the Delivery of Quality Integrated Care | $177,885 | |
| National Committee for Quality Assurance | |||||||
| 1100 13th Street NW 3rd Floor | Washington | DC | 20005 | PC | Demonstration of Person-Driven Outcome Measures for an Age-Friendly Health System | $512,396 | |
| National Investment Center for Seniors Housing & Care Inc | |||||||
| 1997 Annapolis Exchange Parkway | Annapolis | MD | 21401 | PC | Co-sponsor NIC's Washington, DC Health Affairs policy briefing on The Forgotten Middle. | $15,000 | Suite 480 |
| NEHI Inc | |||||||
| 133 Federal Plaza | Boston | MA | 02110 | PC | Funding multi-stakeholder meetings for A State of Emergency in Patient Safety: Galvanizing Activists to Demand Excellence Project | $15,000 | |
| New York Academy of Medicine | |||||||
| 1216 Fifth Avenue | New York | NY | 100295293 | PC | 2019 Annual Gala | $9,150 | |
| Philanthropy New York Inc | |||||||
| 320 East 43rd Street | New York | NY | 10017 | PC | 2019 Annual Support | $19,750 | |
| Project HOPE - The People-to-People Health Foundation Inc | |||||||
| 7500 Old Georgetown Road Suite 600 | Bethesda | MD | 20814 | PC | Health Affairs: Publishing and Disseminating Lessons on Innovative Health Care Models for an Aging Population Renewal | $258,970 | |
| RAND Corporation | |||||||
| 1776 Main Street PO Box 2138 | Santa Monica | CA | 904072138 | PC | Building Capacity for Future Impact Assessments | $174,999 | |
| Regents of the University of California San Francisco | |||||||
| 550 16th Street 7th Floor | San Francisco | CA | 94143 | PC | Building an Acute Care for Elders (ACE) Unit National Database | $40,000 | |
| Research Foundation for Mental Hygiene Inc | |||||||
| Riverview Center 150 Broadway Suite | Menands | NY | 12204 | PC | Health and Aging Policy Fellows Program | $597,320 | 301 |
| Research Foundation for Mental Hygiene Inc | |||||||
| Riverview Center 150 Broadway Suite | Menands | NY | 12204 | PC | Health and Aging Policy Fellows Program | $569,977 | 301 |
| Research Foundation for Mental Hygiene Inc | |||||||
| Riverview Center 150 Broadway Suite | Menands | NY | 12204 | PC | Support for a reception at GSA Annual Scientific Meeting to serve as platform for aging policy experts and Health and Aging Policy Fellows (HAPF) alumni to network and promote this program. | $10,000 | 301 |
| Research Foundation of State | |||||||
| University of New York | Albany | NY | 12246 | PC | TeleHealth and Distance Leaning Geriatric Mental Health Collaborative -- A Program for Outreach to Interdisciplinary Services and Education in Medically Underserved Areas | $48,478 | |
| Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders Inc (SA | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Annual Support | $5,000 | |
| Southern Maine Agency on Aging | |||||||
| 136 US Route One | Scarborough | ME | 04074 | PC | Laurence W. Gross Retirement Tribute Book | $300 | |
| Tides Center | |||||||
| 1012 Torney Avenue | San Francisco | CA | 94129 | PC | Eldercare Workforce Alliance Renewal | $100,000 | |
| Trust for America's Health | |||||||
| 1730 M Street NW Suite 900 | Washington | DC | 20036 | PC | Advancing an Age-Friendly Public Health System | $184,980 | |
| Twin Cities Public Television Inc | |||||||
| 172 East 4th Street | Saint Paul | MN | 55101 | PC | Television Documentary Production and Distribution: "Fast Forward" | $48,555 | |
| United Hospital Fund of New York | |||||||
| 1411 Broadway 12th Floor | New York | NY | 10018 | PC | Gala Sponsor | $800 | |
| United Hospital Fund of New York | |||||||
| 1411 Broadway 12th Floor | New York | NY | 10018 | PC | Tribute to Excellence in Health Care Recognizing Quality Improvement Champions | $500 | |
| University of California Los Angeles | |||||||
| 10920 Wilshire Boulevard 5th Floor | Los Angeles | CA | 90024 | PC | Dissemination of the UCLA Alzheimers and Dementia Care Program | $500,226 | |
| University of Washington | |||||||
| Grant and Contract Services 3935 | Seattle | WA | 98104 | PC | Building Public Engagement and Access to Palliative & End-of-Life Care for Persons Living with Serious Illness | $932,371 | University Way NE |
| Various Matching Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $733,259 | |
| Various Discretionary Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $56,000 | |
| Wake Forest University Health Sciences School of Medicine | |||||||
| Medical Center Boulevard | WinstonSalem | NC | 27157 | PC | Integrating Geriatrics into the Specialties of Internal Medicine Renewal:Capitalizing on Forward Momentum | $85,992 | |
| Yale University | |||||||
| 155 Whitney Avenue PO Box 208250 | New Haven | CT | 06520 | PC | Patient Priorities Care (formerly known as CareAlign Implementation) | $382,554 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,724,652 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AcademyHealth | |||||||
| 1666 K Street NW Suite 1100 | Washington | DC | 20006 | PC | 2019 Annual Membership Support | $2,000 | |
| American Academy of Home Care Medicine Inc | |||||||
| 2700 Lighthouse Point East Suite | Baltimore | MD | 21224 | PC | Moving and Scaling Home-Based Primary Care Phase II: Quality, Training and Advocacy | $340,000 | 220 |
| American Academy of Home Care Medicine Inc | |||||||
| 2700 Lighthouse Point East Suite | Baltimore | MD | 21224 | PC | 2019 Annual Meeting Sponsorship | $3,500 | 220 |
| American Geriatrics Society Inc | |||||||
| 40 Fulton Street 18th Floor | New York | NY | 10038 | PC | Geriatrics Workforce Enhancement Program (GWEP) Coordinating Center, Phase II | $2,631,930 | |
| Benjamin Rose Institute on Aging | |||||||
| 11890 Fairhill Road | Cleveland | OH | 44120 | PC | Dissemination of Best Practice Caregiving: Guiding Organizations to Dementia Programs for Family Caregivers | $300,000 | |
| Brandeis University | |||||||
| 415 South Street MS 085 | Waltham | MA | 02543 | PC | Council on Health Care Economics and Policy, 2019 Princeton Conference | $20,000 | |
| Camden Coalition of Healthcare Providers | |||||||
| 800 Cooper Street 7th Floor | Camden | NJ | 08102 | PC | Conference Sponsorship | $10,000 | |
| Center for Health Care Strategies Inc | |||||||
| 200 American Metro Boulevard | Hamilton | NJ | 08619 | PC | Development of the Better Care Playbook, Phase V | $204,547 | Suite119 |
| Center for Health Policy DevelopmentNational Academy for State Health Poli | |||||||
| 2 Monument Square Suite 910 | Portland | ME | 20036 | PC | The RAISE Act Family Caregiver Resource and Dissemination Center | $2,547,867 | |
| Columbia University | |||||||
| 100 Haven Avenue Suite 6A | New York | NY | 10001 | PC | Identifying Drivers of State-based Differences in the Status of Older Persons in the US | $39,000 | |
| Conference of Non-Governmental Organizations Foundation Inc | |||||||
| PO Box 1854 | New York | NY | 101631854 | PC | Integrate Ageing in United Nations Policies and Programs | $500 | |
| Diverse Elders Coalition (Fiscal Sponsor SAGE) | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Addressing Unmet Family Caregiving Needs in Diverse Older Communities | $1,199,763 | |
| Foundation for the National Institutes of Health Inc | |||||||
| 11400 Rockville Pike Suite 600 | North Bethesda | MD | 20852 | PC | 2019 Alzheimer's Disease-Related Dementia Summit - Silver Sponsorship | $5,000 | |
| Gerontological Society of America | |||||||
| 1220 L Street NW Suite 901 | Washington | DC | 20005 | PC | Sustaining the Reframing Aging Initiative | $600,000 | |
| Gerontological Society of America | |||||||
| 1220 L Street NW Suite 901 | Washington | DC | 20005 | PC | Annual Scientific Meeting Sponsorship | $15,000 | |
| Grantmakers in Aging CO CliftonLarsonAllen LLP | |||||||
| 901 North Glebe Road Suite 200 | Arlington | VA | 22203 | PC | 2019 GIA Annual Conference Sponsorship Local Host | $40,000 | |
| Grantmakers in Aging CO CliftonLarsonAllen LLP | |||||||
| 901 North Glebe Road Suite 200 | Arlington | VA | 22203 | PC | Annual Membership Support | $7,500 | |
| Grantmakers in Health | |||||||
| 1100 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | Annual Support | $14,950 | 1200 |
| Health Care For All Inc | |||||||
| One Federal Plaza 5th Floor | Boston | MA | 20110 | PC | Support for Together for the People: An Evening Honoring Rob Restuccia to Benefit Community Catalyst and Health Care For All | $500 | |
| Health Research and Educational Trust | |||||||
| 155 North Wacker Suite 400 | Chicago | IL | 60606 | PC | Next Generation Leaders Transformation Institute: 1) Developing Age-Friendly Health Systems Leadership; 2) Transforming HRETs HIIN Hospitals to Become More Age-Friendly | $1,957,990 | |
| Hebrew Home for the Aged at Riverdale Foundation | |||||||
| 5901 Palisade Avenue | Riverdale | NY | 10471 | PC | The Art of Aging 102nd Annual Gala | $12,400 | |
| Hebrew Home for the Aged at Riverdale Foundation | |||||||
| 5901 Palisade Avenue | Riverdale | NY | 10471 | PC | Evaluation of the Weinberg Center for Elder Justices Shelter Model | $175,000 | |
| Henry J Kaiser Family Foundation | |||||||
| 185 Berry Street Suite 2000 | San Francisco | CA | 94107 | PC | Highlighting Aging & Health: The Older Adult Reporting Project | $2,594,330 | |
| Hispanics in Philanthropy | |||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | PC | Membership Annual Support | $5,000 | |
| Home Centered Care Institute | |||||||
| 1900 East Golf Road Suite 480 | Schaumburg | IL | 60173 | PC | Moving and Scaling Home-Based Primary Care, Phase II: Quality, Training and Advocacy | $385,000 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | The Center to Advance Palliative Care (CAPC): Improving Access to Quality Palliative Care | $1,925,742 | |
| Institute for Accountable Care | |||||||
| 601 13th Street NW Suite 900 South | Washington | DC | 20005 | PC | Collaboration Plan for the Institute for Accountable Care and Camden Coalition | $20,000 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Age-Friendly Health Systems Initiative, Phase II | $6,026,760 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Support for a charging station at IHIs 2019 Forum | $15,000 | |
| Johns Hopkins University | |||||||
| Bloomberg School of Public Health | Baltimore | MD | 212051996 | PC | Engaging Family Caregivers through Shared Access to the Electronic Health Record: Planning for Transformational Change | $364,656 | |
| Joint Commission on Accreditation of Healthcare Organizations | |||||||
| One Renaissance Boulevard | Oakbrook Terrace | IL | 60181 | PC | Travel Expenses for the Age-Friendly Health Systems Technical Expert Panel | $24,700 | |
| Massachusetts General Hospital | |||||||
| 55 Fruit Street | Boston | MA | 02114 | PC | Moving and Scaling Home-Based Primary Care, Phase II: Quality, Training and Advocacy | $331,053 | |
| Medicare Rights Center Inc | |||||||
| 266 West 37th Street 3rd Floor | New York | NY | 10018 | PC | MRC Annual Awards Dinner | $1,000 | |
| Milken Institute | |||||||
| 1250 Fourth Street 2nd Floor | Santa Monica | CA | 90401 | PC | Support for The Center for the Future of Agings report, "Reducing the Price and Risk of Dementia: Recommendations to Improve Brain Health and Reduce Disparities | $5,000 | |
| Various Matching Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $733,259 | |
| Various Discretionary Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $56,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Roundtable on Quality Care for People with Serious Illness, Phase II | $250,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Decadal Survey of Behavioral and Social Science Research on Alzheimer's Disease and Alzheimer's Disease-Related Dementias | $2,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | 2019 Annual Sponsorship of the National Academies of Sciences, Engineering and Medicine Forum on Aging, Disability and Independence | $25,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Phase II of the Decadal Survey of Behavioral and Social Science Research on Alzheimer's Disease and Alzheimer's Disease-Related Dementias | $10,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Global Roadmap for Healthy Longevity Initiative (aka Longevity Grand Challenge) Year Two of a two year committment, first grant of $50,000 awarded in 2018 (Grant 2018-0073) | $50,000 | |
| National Alliance for Caregiving | |||||||
| 1730 Rhode Island Avenue NW Suite | Washington | DC | 20036 | PC | Caregving in the US 2020 - A Research Study | $10,000 | 812 |
| National Association of Area Agencies on Aging Inc | |||||||
| 1100 New Jersey Avenue SE Suite 350 | Washington | DC | 20003 | PC | Aging and Disability Business Institute, Phase 2: Advancing Integration, Partnerships and Payment Models Between Social Services and Health Systems | $2,973,335 | |
| National Investment Center for Seniors Housing & Care Inc | |||||||
| 1997 Annapolis Exchange Parkway | Annapolis | MD | 21401 | PC | Co-sponsor NIC's Washington, DC Health Affairs policy briefing on The Forgotten Middle. | $15,000 | Suite 480 |
| NEHI Inc | |||||||
| 133 Federal Plaza | Boston | MA | 02110 | PC | Funding multi-stakeholder meetings for A State of Emergency in Patient Safety: Galvanizing Activists to Demand Excellence Project | $15,000 | |
| New York Academy of Medicine | |||||||
| 1216 Fifth Avenue | New York | NY | 100295293 | PC | 2019 Annual Gala | $9,150 | |
| Philanthropy New York Inc | |||||||
| 320 East 43rd Street | New York | NY | 10017 | PC | 2019 Annual Support | $19,750 | |
| RAND Corporation | |||||||
| 1776 Main Street PO Box 2138 | Santa Monica | CA | 904072138 | PC | Building Capacity for Future Impact Assessments | $174,999 | |
| Regents of the University of California San Francisco | |||||||
| 550 16th Street 7th Floor | San Francisco | CA | 94143 | PC | Building an Acute Care for Elders (ACE) Unit National Database | $40,000 | |
| Research Foundation for Mental Hygiene Inc | |||||||
| Riverview Center 150 Broadway Suite | Menands | NY | 12204 | PC | Support for a reception at GSA Annual Scientific Meeting to serve as platform for aging policy experts and Health and Aging Policy Fellows (HAPF) alumni to network and promote this program. | $10,000 | 301 |
| Research Foundation of State | |||||||
| University of New York | Albany | NY | 12246 | PC | TeleHealth and Distance Leaning Geriatric Mental Health Collaborative -- A Program for Outreach to Interdisciplinary Services and Education in Medically Underserved Areas | $48,478 | |
| Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders Inc (SA | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Annual Support | $5,000 | |
| Southern Maine Agency on Aging | |||||||
| 136 US Route One | Scarborough | ME | 04074 | PC | Laurence W. Gross Retirement Tribute Book | $300 | |
| United Hospital Fund of New York | |||||||
| 1411 Broadway 12th Floor | New York | NY | 100183496 | PC | Tribute to Excellence in Health Care Recognizing Quality Improvement Champions | $800 | |
| United Hospital Fund of New York | |||||||
| 1411 Broadway 12th Floor | New York | NY | 100183496 | PC | Tribute to Excellence in Health Care Recognizing Quality Improvement Champions | $500 | |
| University of Washington | |||||||
| Grant and Contract Services 3935 | Seattle | WA | 981046613 | PC | Building Public Engagement and Access to Palliative & End-of-Life Care for Persons Living with Serious Illness | $3,447,029 | University Way NE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $29,721,288 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $322,993 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $10,841 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,798,126 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$37,352 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,651,243 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| GRANT REFUNDS | $29,574 |
| GRANT CANCELLATIONS | $165,136 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$26,511 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,772,362 | ExclusionAmt |
| Related Or Exempt Function Incm | $194,710 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,940,561 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | GRANT REFUNDS/CANCELLATIONS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $35,000 | Amt |
| Net Investment Income | $17,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE CONDOMINIUM | 1998-01-01 | $4,643,452 | $4,533,046 | SL | 20.000000000000 | $5,946 | $0 |
| FURNITURE AND EQUIPMENT | 2018-01-01 | $855,505 | $674,808 | SL | 5.000000000000 | $62,297 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFO EATON VANCE INC FD BSTN-IN | $19,958,077 | $19,958,077 |
| MFO ROWE T PRICE INSTL INCOME FDS INC HIGH YIELD | $20,238,536 | $20,238,536 |
| MFC SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $10,771,209 | $10,771,209 |
| MFC VANGUARD TOTAL BOND MARKET ETF | $48,348,141 | $48,348,141 |
| VANGUARD SHORT-TERM TREASURY | $10,713,501 | $10,713,501 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (176 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GLOBANT SA USD1.20 | $90,567 | $90,567 |
| ENERPLUS CORP COM | $204,838 | $204,838 |
| RITCHIE BROS AUCTIONEERS INC COM | $250,398 | $250,398 |
| OAKTREE EMERGING MARKETS EQUITY FUND (CAYMAN) LP | $12,421,708 | $12,421,708 |
| AERCAP HOLDINGS N.V. EUR0.01 | $523,233 | $523,233 |
| ADR SILICON MOTION TECHNOLOGY CORP SPONSORED ADR REPSTG SHS | $519,828 | $519,828 |
| AON PLC COM MANDATORY EXCHANGE AON PLC COM 2F1FA83 04-01-2020 | $680,900 | $680,900 |
| UNIVERSAL FST NAME CHANGE UFP INDUSTRIES INC 2H1ZAF3 05-07-2020 | $229,819 | $229,819 |
| CISION LTD CASH MERGER | $116,011 | $116,011 |
| MOBILE MINI INC STOCK MERGER WILLIAMS SCOTSMAN 2L1QA72 07-02-2020 | $155,734 | $155,734 |
| POLYONE CORP NAME AND CUSIP CHANGE AVIENT CORP 2G18AE3 07-13-2020 | $222,175 | $222,175 |
| AAR CORP COM | $169,531 | $169,531 |
| ACI WORLDWIDE INC COM STK | $725,725 | $725,725 |
| ALAMO GROUP INC COM | $190,334 | $190,334 |
| ALLEGIANT TRAVEL CO COM | $221,901 | $221,901 |
| ALPHABET INC CAP STK USD0.001 CL C | $2,140,569 | $2,140,569 |
| ALPHABET INC CAPITAL STOCK USD0.001 CL A | $470,126 | $470,126 |
| AMAZON COM INC COM | $1,520,772 | $1,520,772 |
| AMERIS BANCORP COM | $208,021 | $208,021 |
| AMERISAFE INC COM | $181,450 | $181,450 |
| ATRICURE INC COM STK | $171,750 | $171,750 |
| BALCHEM CORP COM | $160,880 | $160,880 |
| BANCFIRST CORP COM | $158,036 | $158,036 |
| BERKSHIRE HATHAWAY INC-CL B | $2,344,502 | $2,344,502 |
| BGC PARTNERS INC CL A CL A | $384,407 | $384,407 |
| CALAVO GROWERS INC COM | $237,799 | $237,799 |
| CANTEL MEDICAL CORP COM | $140,807 | $140,807 |
| CATALENT INC COM | $328,004 | $328,004 |
| CATHAY GENERAL BANCORP INC COM | $233,665 | $233,665 |
| CBIZ INC COM | $562,413 | $562,413 |
| CENT GARDEN & PET CO CL A | $169,877 | $169,877 |
| CENTRAL GARDEN & PET CO COM | $83,081 | $83,081 |
| CHURCHILL DOWNS INC COM | $199,626 | $199,626 |
| CHUYS HOLDINGS INC COM USD0.01 | $69,647 | $69,647 |
| CIRCOR INTL INC COM | $187,133 | $187,133 |
| CITIGROUP INC COM NEW COM NEW | $2,628,301 | $2,628,301 |
| COHEN & STEERS INC COM | $160,352 | $160,352 |
| COLFAX CORP COM US .01 | $550,902 | $550,902 |
| COLUMBIA BKG SYS INC COM | $444,850 | $444,850 |
| COMCAST CORP NEW-CL A | $1,440,839 | $1,440,839 |
| COMMUNITY HEALTHCARE TR INC REIT | $396,069 | $396,069 |
| COMPASS MINERALS INTL INC COM | $115,885 | $115,885 |
| DENNYS CORP COM | $294,463 | $294,463 |
| DISH NETWORK CORP CL A COM STK | $394,391 | $394,391 |
| DRIL-QUIP INC COM | $76,510 | $76,510 |
| ENTEGRIS INC COM | $230,414 | $230,414 |
| ESCO TECHNOLOGIES INC | $172,975 | $172,975 |
| EXLSERVICE COM INC COM STK | $147,880 | $147,880 |
| EXTENDED STAY AMER INC | $222,647 | $222,647 |
| FACEBOOK INC COM USD | $1,214,670 | $1,214,670 |
| FB FINL CORP COM | $227,603 | $227,603 |
| FIRST MERCHANTS CORP COM | $368,279 | $368,279 |
| FISERV INC COM | $401,236 | $401,236 |
| FIVE BELOW INC COM USD0.01 | $221,965 | $221,965 |
| GEN MTRS CO COM | $685,335 | $685,335 |
| GENERAL ELECTRIC CO | $1,327,404 | $1,327,404 |
| GLACIER BANCORP INC NEW COM | $222,362 | $222,362 |
| GLOBUS MED INC CL A NEW COM STK | $407,450 | $407,450 |
| GRAND CANYON ED INC COM STK | $297,236 | $297,236 |
| HEARTLAND EXPRESS INC COM | $136,509 | $136,509 |
| HELEN TROY LTD COM STK | $128,370 | $128,370 |
| HELIOS TECHNOLOGIES INC | $117,147 | $117,147 |
| HILTON WORLDWIDE HLDGS INC COM NEW COM NEW | $757,293 | $757,293 |
| HOSTESS BRANDS INC CL A CL A | $345,805 | $345,805 |
| HOULIHAN LOKEY INC CL A CL A | $147,441 | $147,441 |
| HOWARD HUGHES CORP COM STOCK | $386,360 | $386,360 |
| HUBSPOT INC COM | $256,770 | $256,770 |
| IAA SPINCO INC | $371,727 | $371,727 |
| ICF INTL INC COM STK | $235,189 | $235,189 |
| ICU MED INC COM | $161,297 | $161,297 |
| IDACORP INC COM | $174,511 | $174,511 |
| ITRON INC COM STK NPV | $352,842 | $352,842 |
| J2 GLOBAL INC COM | $372,497 | $372,497 |
| JOHN BEAN TECHNOLOGIES CORP COM STK | $134,967 | $134,967 |
| KAMAN CORP COM | $216,679 | $216,679 |
| KAR AUCTION SVCS INC COM STK | $392,024 | $392,024 |
| LHC GROUP INC COM | $226,064 | $226,064 |
| LIBERTY BROADBAND CORP COM SER C COM SERC | $1,630,349 | $1,630,349 |
| LIBERTY GLOBAL PLC -SERIES C COM | $848,915 | $848,915 |
| LIGAND PHARMACEUTICALS INCORPORATED CL BCOMMON STOCK | $418,203 | $418,203 |
| LITHIA MTRS INC CL A CL A | $489,951 | $489,951 |
| LITHIA MTRS INC CL A CL A | $257,544 | $257,544 |
| LIVENT CORP COM | $129,909 | $129,909 |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC COM STK | $115,710 | $115,710 |
| MARRIOTT INTL INC NEW COM STK CL A | $1,310,172 | $1,310,172 |
| MATADOR RES CO COM | $195,118 | $195,118 |
| MEDICAL PPTYS TR INC COM REIT | $620,740 | $620,740 |
| MERIDIAN BANCORP INC MD COM | $96,111 | $96,111 |
| MGP INGREDIENTS INC NEW COM | $101,406 | $101,406 |
| MICROSOFT CORP COM | $2,660,399 | $2,660,399 |
| MLP RATTLER MIDSTREAM LP COM NPV | $203,357 | $203,357 |
| MOHAWK INDS INC COM | $557,249 | $557,249 |
| MORGAN STANLEY COM STK USD0.01 | $975,165 | $975,165 |
| NATIONAL HEALTH INVS INC COM | $159,375 | $159,375 |
| NETFLIX INC COM STK | $562,688 | $562,688 |
| NEWMARK GROUP INC CL A CL A | $163,559 | $163,559 |
| NEXSTAR MEDIA GROUP INC CL A CL A | $485,298 | $485,298 |
| NORTHWESTERN CORP COM NEW COM NEW | $214,723 | $214,723 |
| NOVANTA INC NOVANTA INC | $164,322 | $164,322 |
| OLLIES BARGAIN OUTLET HLDGS INC COM | $143,682 | $143,682 |
| ORACLE CORP COM | $768,952 | $768,952 |
| OXFORD INDS INC COM | $490,833 | $490,833 |
| PAC PREMIER BANCORP COM | $455,655 | $455,655 |
| PACWEST BANCORP DEL COM | $474,663 | $474,663 |
| PATRICK INDS INC COM | $175,011 | $175,011 |
| PAYLOCITY HLDG CORP COM | $285,498 | $285,498 |
| PEBBLEBROOK HOTEL TR COM STK | $85,926 | $85,926 |
| PERFORMANCE FOOD GROUP CO COM | $342,342 | $342,342 |
| POWER INTEGRATIONS INC COM | $109,296 | $109,296 |
| PRA GROUP INC COM | $115,071 | $115,071 |
| PRIMORIS SVCS CORP COM | $163,909 | $163,909 |
| PROOFPOINT INC COM | $153,117 | $153,117 |
| PROVIDENCE SVC CORP COM STK | $182,038 | $182,038 |
| QTS RLTY TR INC COM CL A COM CL A | $219,359 | $219,359 |
| RBC BEARINGS INC COM | $254,294 | $254,294 |
| ROGERS CORP COM | $138,450 | $138,450 |
| RYMAN HOSPITALITY PPTYS INC COM | $147,322 | $147,322 |
| SEACOAST BKG CORP FLA COM NEW COM NEW | $153,003 | $153,003 |
| SILGAN HLDGS INC COM | $692,929 | $692,929 |
| SILICON LABORATORIES INC COM | $206,444 | $206,444 |
| SITEONE LANDSCAPE SUPPLY INC COM | $176,768 | $176,768 |
| SIX FLAGS ENTMT CORP NEW COM | $456,107 | $456,107 |
| SKYLINE CHAMPION CORPORATION COM USD0.0277 | $188,774 | $188,774 |
| STAG INDL INC COM | $211,835 | $211,835 |
| STIFEL FINL CORP COM | $184,679 | $184,679 |
| SYNEOS HEALTH INC COM | $305,701 | $305,701 |
| TELEDYNE TECHNOLOGIES INC COM | $257,826 | $257,826 |
| TEXAS ROADHOUSE INC COMMON STOCK | $244,710 | $244,710 |
| TRINITY IND INC COM | $107,826 | $107,826 |
| TRIPADVISOR INC COM USD0.001 | $288,154 | $288,154 |
| UNITED BANKSHARES INC W VA COM | $111,341 | $111,341 |
| UNITEDHEALTH GROUP INC COM | $881,940 | $881,940 |
| US ECOLOGY INC COM | $187,802 | $187,802 |
| VERACYTE INC COM | $135,105 | $135,105 |
| VERINT SYS INC COM | $37,700 | $37,700 |
| VERRA MOBILITY CORP | $305,863 | $305,863 |
| VIPER ENERGY PARTNERS LP COM UNIT REPSTGLTD PARTNER INT | $194,814 | $194,814 |
| VIRTUSA CORP COM | $204,892 | $204,892 |
| WABTEC CORP COM | $330,650 | $330,650 |
| WALT DISNEY CO | $20,537 | $20,537 |
| WD 40 CO COM STK | $102,894 | $102,894 |
| WEBSTER FNCL CORP WATERBURY CONN COM | $189,908 | $189,908 |
| WELLS FARGO & CO NEW COM STK | $1,852,603 | $1,852,603 |
| WENDYS CO COM | $180,367 | $180,367 |
| WOLVERINE WORLD WIDE INC COM | $132,430 | $132,430 |
| WPX ENERGY INC COM SHS | $103,737 | $103,737 |
| WRIGHT MEDICAL GROUP NV EUR0.03 | $142,890 | $142,890 |
| GQG PARTNERS EMERGING MKT EQUITY FUND | $10,082,895 | $10,082,895 |
| STATE STREET HEDGED INTERNATIONAL DEV EQUITY | $35,658,625 | $35,658,625 |
| CF CANTILLON GLOBAL EQTY FD CLS S1 USD | $16,435,109 | $16,435,109 |
| CF GS ARTISAN DYNAMIC EQUITY (GLOBAL EQUITY) OFFSHORE LP DNE FUND | $16,960,331 | $16,960,331 |
| CF GS NON US EQTY MANAGERS PORTFOLIO 4 OFFSHORE LP DNE FD | $48,614,613 | $48,614,613 |
| CF MCDONALD DYNAMIC EQUITY SERIE OFFSHORE LP | $20,997,435 | $20,997,435 |
| MFC VANGUARD INDEX FUNDS S&P 500 ETF | $108,502,102 | $108,502,102 |
| CF HG VORA SPECIAL OPPORTUNITIES FUND | $7,759,618 | $7,759,618 |
| CF ARROWSTREET CAPITAL GLOBAL EQUITY LONG/SHORT FUND LTD | $1,678,980 | $1,678,980 |
| CF AUTONOMY GBL MACRO FUND LTD INSTITUTIONAL SER SHARES (US$) TIER | $3,726,318 | $3,726,318 |
| CF ROKOS GBL MACRO FD LTD CLASS B UR NV | $3,556,323 | $3,556,323 |
| CF PARK PRESIDIO CAPITAL OFFSHORE FD, CL TR LTD F SUB-T RANCHE SERIES I00005 | $8,785,742 | $8,785,742 |
| CF VALINOR CAP PARTNERS OFFSHORE, LTD. CL 1 SUB-CL D SER MAY 2016/000050311 | $1,115,622 | $1,115,622 |
| CF CANDLESTICK CAYMAN FEEDER LTD CL A SER 1 E | $5,045,590 | $5,045,590 |
| CF EGERTON LONG SHORT FUND (USD) LTD CL B SER 0918 | $626,334 | $626,334 |
| CF EGERTON LONG SHORT FUND (USD) LTD CL B SER 1018 | $601,325 | $601,325 |
| CF EGERTON LONG SHORT FUND (USD) LTD CL C/1 FUND | $5,675,427 | $5,675,427 |
| CF HOLOCENE ADVISORS OFFSHORE FUND LTD. CLASS A ( E ) SERIES 8(2018) | $6,228,097 | $6,228,097 |
| CF SILVER POINT CAPITAL OFFSHORE LTD CL H SER 470 FD | $6,264,305 | $6,264,305 |
| CF SYSTEMATICA DIVERSIFIED LTD CL A USD NON VOTING FD | $3,149,424 | $3,149,424 |
| CF EMPYREAN CAPITAL OS ERISA FD LTD CL 2 SER N SR 1018 | $1,882,002 | $1,882,002 |
| CF EMPYREAN CAPITAL OS ERISA FD LTD CL 2 SER N SR 1118 | $404,255 | $404,255 |
| CF EMPYREAN CAPITAL OS ERISA FD LTD CL 2 SER N SR 0219 | $819,269 | $819,269 |
| EMPYREAN CAPITAL OS ERISA FD LTD CL 2 SER N BENCHMARK | $6,813,353 | $6,813,353 |
| CF CANUTE OFFSHORE, LTD | $8,654,359 | $8,654,359 |
| CF CRABEL SPC LTD A FEE 1 SER 258 FD | $997,558 | $997,558 |
| CF CRABEL SPC LTD A FEE 1 SER 261 FD | $3,024,133 | $3,024,133 |
| CF TWO SIGMA ABSOLUTE RETURN ENHANCED CAYMAN LTD CLS A1 SER 3 BENCHMARK FD | $8,415,986 | $8,415,986 |
| CFARROWSTREET CAPITAL GLOBAL EQITY LONG/SHORT FUND (FEEDER)LTD | $4,705,650 | $4,705,650 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AG ASIA REALTY HOLDINGS LP | FMV | $798,136 | $798,136 |
| AG CORE PLUS REALTY FUND II, LP | FMV | $437,044 | $437,044 |
| AG REALTY FUND VI, LP | FMV | $192,983 | $192,983 |
| AG REALTY FUND VII (TE), LP | FMV | $488,126 | $488,126 |
| VINTAGE VI OFFSHORE LP | FMV | $6,905,651 | $6,905,651 |
| PRIVATE EQUITY MANAGERS 2013 OFFSHORE | FMV | $6,467,021 | $6,467,021 |
| PRIVATE EQUITY MANAGERS 2014 OFFSHORE LP | FMV | $4,242,397 | $4,242,397 |
| PRIVATE EQUITY MANAGERS 2015 OFFSHORE LP | FMV | $5,542,593 | $5,542,593 |
| PRIVATE EQUITY MANAGERS 2016 OFFSHORE | FMV | $4,654,371 | $4,654,371 |
| PRIVATE EQUITY MANAGERS 2017 OFFSHORE SCSP | FMV | $11,643,330 | $11,643,330 |
| PRIVATE EQUITY MANAGERS 2018 OFFSHORE SCSP | FMV | $3,378,308 | $3,378,308 |
| PRIVATE EQUITY MANAGERS 2019 OFFSHORE | FMV | $1,156,625 | $1,156,625 |
| AG CAPITAL RECOVERY PARTNERS VI, LP | FMV | $6,940 | $6,940 |
| BRENTWOOD ASSOCIATES IX, LP | FMV | $14,789 | $14,789 |
| BRENTWOOD ASSOCIATES PRIVATE EQUITY IV LP | FMV | $6,670,408 | $6,670,408 |
| PRIVATE CREDIT MANAGERS II OFFSHORE LP | FMV | $5,045,300 | $5,045,300 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE CONDOMINIUM | $4,643,452 | $4,538,992 | $104,460 |
| FURNITURE AND EQUIPMENT | $855,505 | $737,105 | $118,400 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $20,131 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,296 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | $85,685 | $44,591 | $44,591 |
| PREPAID TAXES | $742 | $159,136 | $159,136 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $57,340 | $7,474 | $51,131 |
| OFFICE COPIER MAILING AND FAX | $14,964 | $898 | $15,051 |
| OFFICE & COMPUTER SUPPLIES | $146,500 | $8,790 | $130,596 |
| GRANT RELATED EXPENSES | $63,622 | $0 | $59,062 |
| DIRECT CHARITABLE | $962,135 | $0 | $974,096 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| GRANT REFUNDS | $29,574 | $29,574 |
| GRANT CANCELLATIONS | $165,136 | $165,136 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED GAIN ON SECURITIES (NET OF DEFERRED TAX) | Desc |
| Amt | $75,204,534 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $1,405,137 | BOYBookValueAmt |
| EOY Book Value | $2,030,607 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGERS FEES | $794,362 | $794,362 | $0 |
| CUSTODIAN BANK FEES | $142,337 | $142,337 | $0 |
| CONSULTING & EMPLOYMENT FEES | $170,739 | $0 | $172,395 |
| INVESTMENT ADVISORY FEES | $1,208,925 | $1,208,925 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE AND UNRELATED BUSINESS INCOME TAXES | CategoryTxt |
| Amt | $185,420 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |