HESS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HESS FOUNDATION INC (EIN 22-1713046)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-10-10
- IRS object ID
- 202012849349100801
- Schema version
- 2018v3.2
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- 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 | 2020-10-10T16:03:03-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BECKER FARM ROAD | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221713046 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HESS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HESS | BusinessNameControlTxt |
| Phone | 9734037997 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BECKER FARM ROAD | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN B HESS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9734037997 | PhoneNum |
| Signature | 2020-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN PICINICH | PreparerPersonNm |
| PTIN | P00083333 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2020-10-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.59.243.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-06 | IPDt |
| IP Tm | 11:49:19 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $484,411,191 | 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 | $21,547,444 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,855,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,855,268 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,415,016 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,541,389 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,306,611 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $219,790 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $234,750 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $38,037,769 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,396,629 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $115,764 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $115,764 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $153,748 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $46,124 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $107,624 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $495,486 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $357,337 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $138,149 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $142,976 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94,252 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $517,403 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $502,906 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,425,377 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,000,619 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $361,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,733,753 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,733,753 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,159,130 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,000,619 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,095,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,878,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,396,010 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,590,427 | CashBOYAmt |
| Cash EOY | $12,751,129 | CashEOYAmt |
| Cash EOYFMV | $12,751,129 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $186,074 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,681 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,681 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $37,024,326 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,024,326 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $399,665,941 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $55,231,914 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $49,132,244 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $71,990,440 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $97,032,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,911,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $484,411,191 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $97,032,741 | UnrestrictedBOYAmt |
| Unrestricted EOY | $98,911,380 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $97,032,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $98,911,380 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,032,741 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $98,911,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $97,032,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,878,639 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $98,911,380 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $98,911,380 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| COURT SQUARE CAPITAL PARTNERS OFFSHORE II, LP | P | 2014-12-01 | 2019-11-30 | $568,787 | $568,787 | $568,787 | |
| DARBY LATIN AMERICAN PRIVATE EQUITY FUND | P | 2014-12-01 | 2019-11-30 | $243,710 | $243,710 | $243,710 | |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP | P | 2014-12-01 | 2019-11-30 | $30,553 | $30,553 | $30,553 | |
| GS CAPITAL PARTNERS V INSTITUTIONAL LP | P | 2014-12-01 | 2019-11-30 | $9,838 | $9,838 | $9,838 | |
| GS CAPITAL PARTNERS VI PARALLEL, LP | P | 2014-12-01 | 2019-11-30 | $79,365 | $79,365 | $79,365 | |
| HOLOWESKO GLOBAL EQUITY FUND | P | 2014-12-01 | 2019-11-30 | $636,955 | $636,955 | $636,955 | |
| KKR 2006 FUND (OVERSEAS) | P | 2014-12-01 | 2019-11-30 | -$14,767 | -$14,767 | $14,767 | |
| KKR 2006 FUND LP | P | 2014-12-01 | 2019-11-30 | $103,860 | $103,860 | $103,860 | |
| KKR ASIAN FUND | P | 2014-12-01 | 2019-11-30 | $109,798 | $109,798 | $109,798 | |
| KKR EUROPEAN FUND IV LP | P | 2014-12-01 | 2019-11-30 | $181,666 | $181,666 | $181,666 | |
| KKR GDG BLOCKER LP | P | 2014-12-01 | 2019-11-30 | $88,545 | $88,545 | $88,545 | |
| KKR NORTH AMERICA FUND XI (BRAZIL B) L.P | P | 2014-12-01 | 2019-11-30 | -$86,257 | -$86,257 | $86,257 | |
| KKR NORTH AMERICA FUND XI LP | P | 2014-12-01 | 2019-11-30 | $926,373 | $926,373 | $926,373 | |
| KKR REPA AIV-1 | P | 2014-12-01 | 2019-11-30 | $17,337 | $17,337 | $17,337 | |
| KKR REPA AIV-2 FEEDER L.P | P | 2014-12-01 | 2019-11-30 | $33,983 | $33,983 | $33,983 | |
| KKR REPA AIV-3 FEEDER L.P | P | 2014-12-01 | 2019-11-30 | -$1,488 | -$1,488 | $1,488 | |
| PUBLICLY TRADED SECURITIES | $7,528,969 | $4,608,667 | $4,608,667 | $2,920,302 | |||
| RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND | P | 2014-12-01 | 2019-11-30 | -$96,878 | -$96,878 | $96,878 | |
| ROCKEFELLER GA INVESTORS 2007 | P | 2014-12-01 | 2019-11-30 | $843,153 | $843,153 | $843,153 | |
| SEMPTER VIC PARTNERS | P | 2014-12-01 | 2019-11-30 | $23,178 | $23,178 | $23,178 | |
| WEST STREET CAPITAL PARTNERS VII - PARALLEL LP | P | 2014-12-01 | 2019-11-30 | $233 | $233 | $233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,306,611 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,226,711 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $459,382,275 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061445 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,836,850 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $437,218,602 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079678 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,828,087 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $661,196,370 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055699 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,117,710 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $740,986,432 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059539 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,309,803 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $870,244,197 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040575 | DistributionYr5Rt |
| Total Distribution | 0.296936 | TotalDistributionRt |
| Average Distribution | 0.059387 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $474,310,699 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,167,889 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $153,960 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,321,849 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,095,325 | 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 | $153,960 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $153,960 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $153,960 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $146,633 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $156,633 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $389 | EsPenaltyAmt |
| Overpayment | $2,284 | OverpaymentAmt |
| Applied To ES Tax | $2,284 | 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARTIN PICINICHHESS FOUNDATIONINC | IndividualWithBooksNm |
| Phone | 9734037997 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BECKER FARM ROAD | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CONSTANCE WILLIAMSCO HESS FOUNDATN | ||||||||
| 4 BECKER FARM ROAD | ROSELAND | NJ | 07068 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| EUGENE WGOODWILLIE JR CO HESS FND | ||||||||
| 4 BECKER FARM ROAD | ROSELAND | NJ | 07068 | DIRECTOR, TREASURER | 2.00 | $0 | $0 | $0 |
| JOHN B HESS CO HESS FOUNDATION | ||||||||
| 4 BECKER FARM ROAD | ROSELAND | NJ | 07068 | DIRECTOR, PRESIDENT | 5.00 | $0 | $0 | $0 |
| THOMAS H KEAN CO HESS FOUNDATION | ||||||||
| 4 BECKER FARM ROAD | ROSELAND | NJ | 07068 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HESS GROUP LLC | |||||
| 1185 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | INV ADV/ADMIN | $345,372 |
| COHNREZNICK LLP | |||||
| 4 BECKER FARM ROAD | ROSELAND | NJ | 07068 | ACCOUNTING AND TAX | $153,748 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $480,959,255 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $574,450 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $481,533,705 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $481,533,705 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,223,006 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $474,310,699 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,715,535 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,715,535 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $153,960 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,780 | IncomeTaxAmt |
| Total Tax | $155,740 | TotalTaxAmt |
| Distributable Before Adj | $23,559,795 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,559,795 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,559,795 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,095,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $35,095,325 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $153,960 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,941,365 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,559,795 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,033,903 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,095,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,033,903 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,559,795 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,501,627 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,501,627 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,501,627 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,501,627 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (143 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACADEMY OF MUSIC | ||||||
| 240 SOUTH BROAD ST | PHILADELPHIA | PA | 19102 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| ACADEMY OF NATURAL SCIENCES | ||||||
| 1900 BENJAMIN FRANKLIN PKY | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| AFRICAN AMERICAN MUSEUM IN PHILADELPHIA | ||||||
| 701 ARCH ST | PHILADELPHIA | PA | 19106 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| ALS ASSOCIATION | ||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 1411 BROADWAY | NEW YORK | NY | 10018 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| AMERICAN IRISH HISTORICAL SOCIETY | ||||||
| 991 FIFTH AVE | NEW YORK | NY | 10028 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||
| CENTRAL PARK WEST AT 79TH ST | NEW YORK | NY | 10024 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583560 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| ASHOKA | ||||||
| 1700 NORTH MAIN STREET | ARLINGTON | VA | 22209 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| AUDUBON PENNSYLVANIA | ||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $15,000 |
| BABY2BABY | ||||||
| 5830 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $125,000 |
| BARNARD COLLEGE | ||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $127,500 |
| BARNES FOUNDATION | ||||||
| 2025 BENJAMIN FRANKLIN PKY | PHILADELPHIA | PA | 19130 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| BEAUVOIR | ||||||
| 3500 WOODLEY ROAD NW | WASHINGTON | DC | 20016 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| BETH DAVID REFORM SYNAGOGUE | ||||||
| 1130 VAUGHAN LANE | GLADWYNE | PA | 19135 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| BICYCLE COALITION OF GREATER PHILADELPHIA | ||||||
| 1500 WALNUT STREET SUITE 1107 | PHILADELPHIA | PA | 19102 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $2,500 |
| BOSTON CHILDREN'S HOSPITAL | ||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500,000 |
| BRYN MAWR FILM INSTITUTE | ||||||
| 824 LANCASTER AVE | BRYN MAWR | PA | 19010 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| BUCKLEY SCHOOL | ||||||
| 113 EAST 73RD STREET | NEW YORK | NY | 10021 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| CARON TREATMENT CENTERS | ||||||
| 244 EAST 55TH STREET | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| CEDARS-SINAI MEDICAL CENTER | ||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| CENTER FOR INTERNATIONAL HUMANITARIAN COOPERATION | ||||||
| 850 5TH AVE | NEW YORK | NY | 10065 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $30,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||
| 120 WALL STREET 14TH FLOOR | NEW YORK | NY | 10005 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| CENTER FOR STRATEGIC & INT'L STUDIES | ||||||
| 1616 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000,000 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA FND | ||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| CHILDREN'S NATIONAL MEDICAL CENTER | ||||||
| 111 MICHIGAN AVENUE NW | WASHINGTON | DC | 20010 | PC | SUPPORT OF THE EXPANSION OF THE COMPREHENSIVE PEDIATRIC EPILEPSY PROGRAM (CPEP) | $300,000 |
| CITY HARVEST INC | ||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $160,000 |
| CITYMEALS ON WHEELS | ||||||
| 355 LEXINGTON AVE 3 | NEW YORK | NY | 10017 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| COLLEGE OF PHYSICIANS | ||||||
| 195 22ND STREET | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,020,000 |
| COLUMBIA UNIVERSITY - MAILMAN SCHOOL | ||||||
| 722 WEST 168TH STREET 14TH FL | NEW YORK | NY | 10032 | PC | THE JUDSON WOLFE FELLOWSHIP | $75,000 |
| COLUMBIA UNIVERSITY | ||||||
| 116TH ST BROADWAY | NEW YORK | NY | 10027 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| DEERFIELD ACADEMY | ||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,550,000 |
| DOUBLE EDGE THEATRE | ||||||
| 948 CONWAY ROAD | ASHFIELD | MA | 013309772 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| EDUCATION LAW CENTER | ||||||
| 1315 WALNUT STREET | PHILADELPHIA | PA | 19107 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $30,000 |
| EMERGING PUBLIC LEADERS | ||||||
| 1110 VERMONT AVE NW STE 500 | WASHINGTON | DC | 20005 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| EPISCOPAL ACADEMY | ||||||
| 1785 BISHOP WHITE DRIVE | NEWTOWN SQUARE | PA | 19073 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $20,000 |
| EVERYBODY WINS DC INC | ||||||
| 1420 NEW YORK AVE NW 650 | WASHINGTON | DC | 20005 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| FEDERATION EARLY LEARNING SERVICES | ||||||
| 10700 JAMISON AVENUE | PHILADELPHIA | PA | 19116 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| FILM SOCIETY OF LINCOLN CENTER INC | ||||||
| 165 WEST 65TH STREET | NEW YORK | NY | 10023 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| FIRST UP | ||||||
| 1608 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| FORD'S THEATRE SOCIETY | ||||||
| 514 TENTH STREET NW | WASHINGTON | DC | 20004 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| FOUNDATION - ARTS & PRESERVATION OF EMBSS | ||||||
| 1725 I STREET NW 300 | WASHINGTON | DC | 20006 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| FRANKLIN INSTITUTE | ||||||
| 222 NORTH 20TH STREET | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| FREE LIBRARY OF PHILADELPHIA | ||||||
| 1901 VINE STREET SUITE 111 | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| FRIENDS OF SCHUYLKILL NAVY | ||||||
| 4 KELLY DRIVE BOATHOUSE ROW | PHILADELPHIA | PA | 19130 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| GREATER PHILADELPHIA CULTURAL ALLIANCE | ||||||
| 1315 WALNUT ST 732 | PHILADELPHIA | PA | 19107 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| GREENLIGHT FUND | ||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| HAITI CARDIAC ALLIANCE | ||||||
| 47 MAPLE ST SUITE 220 | BURLINGTON | VT | 054014956 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| HARLEM CHILDREN'S ZONE INC | ||||||
| 35 EAST 62ND STREET | NEW YORK | NY | 10065 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| HARVARD BUSINESS SCHOOL | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385762 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,150,000 |
| HARVARD COLLEGE FUND | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385762 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $150,000 |
| HARVARD MEDICAL SCHOOL | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385762 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| HIAS PENNSYLVANIA | ||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| HISTIOCYTOSIS ASSOCIATION OF AMERICA | ||||||
| 332 NORTH BROADWAY | PITMAN | NJ | 08071 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| HISTORIC MORVEN INC | ||||||
| 55 STOCKTON STREET | PRINCETON | NJ | 08540 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $30,000 |
| ICHAN SCHOOL OF MEDICINE | ||||||
| 1428 MADISON AVE | NEW YORK | NY | 10029 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| INGLIS | ||||||
| 2600 BELMONT AVENUE | PHILADELPHIA | PA | 19131 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| INSTITUTE OF INTERNATIONAL EDUCATION INC | ||||||
| 1400 K ST NW STE 700 | WASHINGTON | DC | 20005 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| INTERFAITH CTR OF GREATER PHILADELPHIA | ||||||
| 100 WOXFORD STREET E-1300 | PHILADELPHIA | PA | 19122 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| JEWISH BOARD OF FAMILY & CHILDREN'S SERVICES | ||||||
| 135 W 50TH STREET | NEW YORK | NY | 10020 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| JEWISH FAMILY & CHILDREN'S SERVICES | ||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| JEWISH FEDERATION OF GREATER PHILA | ||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| JOHN F KENNEDY CENTER FOR PERFORMING ARTS | ||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $3,000 |
| JULES STEIN EYE INSTITUTE | ||||||
| UNIVERSITY OF CA | LOS ANGELES | CA | 900951784 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200,000 |
| KIMMEL CENTER INC | ||||||
| 1500 WALNUT STREET 17TH FL | PHILADELPHIA | PA | 19102 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| KINGS ACADEMY | ||||||
| 245 PARK AVENUE 39TH FLOOR | NEW YORK | NY | 10167 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $600,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | ||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $950,000 |
| LIVING BEYOND BREAST CANCER | ||||||
| 40 MONUMENT RD 104 | BALA CYNWYD | PA | 19004 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| LOON PRESERVATION COMMITTEE | ||||||
| 183 LEES MILL RD | MOULTONBOROUGH | NH | 03254 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $20,000 |
| LOWER MERION CONSERVANCY | ||||||
| 73 EAST LANCASTER AVENUE | ARDMORE | PA | 19003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| LYFORD CAY FOUNDATION INC | ||||||
| 521 FIFTH AVENUE 10TH FLOOR | NEW YORK | NY | 10175 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $35,000 |
| MAGEE REHABILITATION HOSPITAL | ||||||
| 1513 RACE STREET | PHILADELPHIA | PA | 19102 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| MEDICAL MISSIONS FOR CHILDREN INC | ||||||
| 10-G ROESSLER ROAD SUITE 500 | WOBURN | MA | 01801 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| MELANOMA RESEARCH FOUNDATION | ||||||
| 1420 K STREET NW 7TH FLOOR | WASHINGTON | DC | 20005 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $325,000 |
| METROHEALTH FOUNDATION | ||||||
| 2500 METROHEALTH DRIVE | CLEVELAND | OH | 44109 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $210,000 |
| MIGHTY WRITERS | ||||||
| 1501 CHRISTIAN STREET | PHILADELPHIA | PA | 19146 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| MOORE COLLEGE OF ART AND DESIGN | ||||||
| 1916 RACE ST | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| MOUNT SINAI HEALTH SYSTEM | ||||||
| ONE GUSTAVE LLEVY PLBOX 1220 | NEW YORK | NY | 10029 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| MT SINAI MEDICAL CENTER | ||||||
| ONE GUSTAVE LLEVY PLBOX 1220 | NEW YORK | NY | 10029 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000,000 |
| NATIONAL CONSTITUTION CENTER | ||||||
| INDEPENDENCE MALL-525 ARCH ST | PHILADELPHIA | PA | 19106 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| NATIONAL GALLERY OF ART | ||||||
| CONSTITUTION AVE NW | WASHINGTON | DC | 20565 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000 |
| NAT'L MUSEUM OF AMERICAN JEWISH HISTORY | ||||||
| 55 NORTH 5TH STREET | PHILADELPHIA | PA | 19106 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $125,000 |
| NATURAL LANDS TRUST INC | ||||||
| 1031 PALMERS MILL ROAD | MEDIA | PA | 19063 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| NUCLEAR THREAT INITIATIVE | ||||||
| 1776 EYE STREET NW SUITE 600 | WASHINGTON | DC | 20006 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| PARK AVENUE SYNAGOGUE | ||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,150,000 |
| PENNSYLVANIA HORTICULTURAL SOCIETY | ||||||
| 100 N20TH ST 5TH FLOOR | PHILADELPHIA | PA | 191031495 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| PHILABUNDANCE | ||||||
| 3616 SOUTH GALLOWAY STREET | PHILADELPHIA | PA | 19148 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| PHILADELPHIA CITY ROWING | ||||||
| 450 PLYMOUTH ROAD | PHILADELPHIA | PA | 19462 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| PHILADELPHIA MURAL ARTS PROGRAM | ||||||
| 1727 MT VERNON STREET | PHILADELPHIA | PA | 19130 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| PHILADELPHIA MUSEUM OF ART | ||||||
| PERELMAN BUILDING-PO BOX 7646 | PHILADELPHIA | PA | 191017646 | PC | IN SUPPORT OF THE CONSTRUCTION OF A NEW AUDITORIUM | $2,150,000 |
| PHILADELPHIA ORCHESTRA | ||||||
| ONE SOUTH BROAD STREET | PHILADELPHIA | PA | 19107 | PC | IN SUPPORT OF THE CONSTRUCTION OF A NEW AUDITORIUM | $1,100,000 |
| PHILADELPHIA SCHOOL PARTNERSHIP | ||||||
| 150 S INDEPENDENCE MALL W NO 1200 | PHILADELPHIA | PA | 19106 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| PHILADELPHIA ZOO | ||||||
| 3400 W GIRARD AVENUE | PHILADELPHIA | PA | 19104 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| PHILLIPS COLLECTION | ||||||
| 1600 21ST STREET NW | WASHINGTON | DC | 20009 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $150,000 |
| PHILLY FIGHTS CANCER | ||||||
| 1086 PENLLYN BLUE | BLUE BELL | PA | 19422 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $30,000 |
| PINE MANOR COLLEGE | ||||||
| 400 HEALTH ST | CHESTNUT HILL | MA | 02467 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| PLANNED PARENTHOOD OF SE PA | ||||||
| 114 LOCUST STREET | PHILADELPHIA | PA | 19107 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500,000 |
| PLAY ON PHILLY | ||||||
| PO BOX 8662 | PHILADELPHIA | PA | 19101 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| PLEASE TOUCH MUSEUM | ||||||
| 4231 AVENUE OF THE REPUBLIC | PHILADELPHIA | PA | 19131 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $325,000 |
| PRINCETON UNIVERSITY | ||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $101,000 |
| PROJECT CHIMPS | ||||||
| PO BOX 2140 | BLUE RIDGE | GA | 30513 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| PROJECT HOME | ||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 191302996 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $150,000 |
| PUBLIC CITIZENS FOR CHILDREN & YOUTH | ||||||
| 1709 BENJAMIN FRANKLIN PKY 6TH FL | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $45,000 |
| ROBIN HOOD FOUNDATION | ||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| RUTGERS UNIVERSITY FOUNDATION | ||||||
| 7 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| RYAN'S CASE FOR SMILES | ||||||
| 295 SWEDESFORD ROAD 396 | WAYNE | PA | 19087 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| SPONSORS FOR EDUCATIONAL OPPORTUNITY | ||||||
| 55 EXCHANGE PLACE SUITE 601 | NEW YORK | NY | 10005 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| SQUAM LAKES NATURAL SCIENCE CTR | ||||||
| 23 SCIENCE CENTER RD | HOLDERNESS | NH | 03245 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| ST GEORGE'S SOCIETY OF NEW YORK | ||||||
| 216 E 45TH ST 901 | NEW YORK | NY | 10017 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| ST MARY'S COLLEGE OF MARYLAND | ||||||
| 18952 E FISHER ROAD | ST MARYS CITY | MD | 20686 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000 |
| STATUE OF LIBERTY-ELLIS ISLAND FOUNDATION | ||||||
| 17 BATTERY PLACE SUITE 210 | NEW YORK | NY | 10004 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $2,005,000 |
| STEPPINGSTONE SCHOLARS INC | ||||||
| 1301 CECIL B MOORE AVENUE | PHILADELPHIA | PA | 19122 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $250,000 |
| STUDIO MUSEUM IN HARLEM | ||||||
| 429 W 127TH ST | NEW YORK | NY | 10027 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| SUPPORT CENTER FOR CHILD ADVOCATES | ||||||
| 1900 CHERRY STREET | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $15,000 |
| TEACHING MATTERS INC | ||||||
| 475 RIVERSIDE DR SUITE 1600 | NEW YORK | NY | 10115 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| TEAM UP PHILLY | ||||||
| 111 FORREST AVE 3 | NARBERTH | PA | 19072 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| THE BARACK OBAMA FOUNDATION | ||||||
| 5235 SOUTH HARPER COURT NO 1140 | CHICAGO | IL | 60615 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| THE FABRIC WORKSHOP AND MUSEUM | ||||||
| 1214 ARCH ST | PHILADELPHIA | PA | 19107 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| THE LAB SCHOOL OF WASHINGTON | ||||||
| 4759 RESERVOIR RD NW | WASHINGTON | DC | 20007 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $15,000 |
| THE LEGACY FOUNDATION | ||||||
| 370 E 84TH DRIVE SUITE 100 | MERRILLVILLE | IN | 46410 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| THE LENFEST INSTITUTE FOR JOURNALISM | ||||||
| 801 MARKET ST SUITE 300 | PHILADELPHIA | PA | 19107 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| THE TRUSTEES OF THE RESERVATION | ||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $2,000 |
| THEATRE HORIZON | ||||||
| 401 DEKALB STREET | NORRISTOWN | PA | 19401 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| TRUSTEES OF THE UNIVERSITY OF PA | ||||||
| 3451 WALNUT ST/433 FRANKLIN BLDG | PHILADELPHIA | PA | 191046205 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,250,000 |
| TURRELL ART FOUNDATION | ||||||
| 28 S BEAVER ST | FLAGSTAFF | AZ | 86001 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500,000 |
| UNITED WAY OF GREATER HOUSTON | ||||||
| 50 WAUGH DR | HOUSTON | TX | 77007 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $250,000 |
| UNITED WAY OF SOUTHEASTERN PA | ||||||
| 1709 BENJAMIN FRANKLIN PKY | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $15,000 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 191045099 | PC | THE WILLIAM FELLOWS ENDOWMENT FUND - LDI ACCESS & AFFORDABILITY RESEARCH FUND | $1,125,000 |
| USTA FOUNDATION INCORPORATED | ||||||
| 70 W RED OAK LN 1 | WHITE PLAINS | NY | 10604 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000,000 |
| VIA ART FUND INC | ||||||
| 83 NEWBURY STREET 4TH FLOOR | BOSTON | MA | 02116 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $150,000 |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $240,753 |
| WHITNEY MUSEUM | ||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000,000 |
| WHYY | ||||||
| 150 NORTH SIXTH STREET | PHILADELPHIA | PA | 19106 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| WISTAR INSTITUTE | ||||||
| 3601 SPRUCE STREET | PHILADELPHIA | PA | 19104 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| WOMEN AGAINST ABUSE INC | ||||||
| 100 S BROAD ST 1341 | PHILADELPHIA | PA | 19110 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| WOMEN'S MEDICAL FUND | ||||||
| PO BOX 248 | MADISON | WI | 53701 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| WORLD JEWISH CONGRESS AMERICAN SECTION | ||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| WXPN | ||||||
| PO BOX 8419 | PHILADELPHIA | PA | 191017646 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| YOUTH WORK FOUNDATION | ||||||
| 140 SOUTH BROAD ST | PHILADELPHIA | PA | 19102 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,733,753 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $251 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,855,268 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $108,405 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,306,611 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| CLASS ACTION PROCEEDS | 14 | $873 | ||
| DARBY LATIN AMERICAN PRIVATE EQUITY FUND | 14 | $4,376 | ||
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP | 14 | $20,572 | 523000 | -$176 |
| DW CATALYST OFFSHORE FUND | 14 | |||
| GS CAPITAL PARTNERS VI PARALLEL, LP | 14 | $1,030 | 523000 | -$2 |
| HESS MIDSTREAM PARTNERS LP | 14 | -$150,196 | ||
| HOLOWESKO GLOBAL EQUITY FUND | 14 | $216,730 | 523000 | $172 |
| KKR 2006 FUND (OVERSEAS) | 14 | |||
| KKR 2006 FUND (SAMSON) LP | 14 | |||
| KKR 2006 FUND LP | 14 | |||
| KKR ASIAN FUND | 14 | $1,757 | ||
| KKR EUROPEAN FUND IV LP | 14 | $100,268 | 523000 | $16,318 |
| KKR NORTH AMERICA FUND XI LP | 14 | -$298 | 523000 | -$40 |
| KKR REPA AIV-1 | 14 | $22,680 | ||
| KKR REPA AIV-2 FEEDER L.P | 14 | 523000 | -$11,204 | |
| KKR REPA AIV-3 FEEDER L.P | 14 | -$849 | 523000 | -$20,061 |
| LEE EQUITY STRATEGIC PARTNERS CAPTIVE AIV LP | 14 | |||
| LEE EQUITY STRATEGIC PARTNERS FUND PDR AIV LP | 14 | |||
| RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND | 14 | -$10,206 | ||
| ROCKEFELLER GA INVESTORS 2007 | 14 | -$17 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $93,663 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,396,662 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,490,325 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEON HESS 25-YEAR CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $21,547,444 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COHNREZNICK LLP | CategoryTxt |
| Amt | $153,748 | Amt |
| Net Investment Income | $46,124 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $107,624 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|---|
| HOLOWESKO GLOBAL EQUITY FUND | 2014-12 | PURCHASED | 2019-11 | $30,895 | $0 | $30,895 | |
| KKR REPA AIV-2 FEEDER L.P | 2014-12 | PURCHASED | 2019-11 | $84,191 | $0 | $84,191 | |
| KKR REPA AIV-3 FEEDER L.P | 2014-12 | PURCHASED | 2019-11 | $0 | -$6,681 | $6,681 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt | IdentifierIdentifierTxt |
|---|---|---|
| FORM 990-PF, PART VII-A, LINE 10: | HESS FOUNDATION, INC. YEAR ENDED NOVEMBER 30,2019 FORM 990-PF, PART VII-A, LINE 10: CONTRIBUTIONS RECEIVED THE LEON HESS 25-YEAR CHARITABLE LEAD ANNUITY TRUST 1185 AVENUE OF THE AMERICAS NEW YORK, NY 10036 CASH CONTRIBUTIONS 11/30/19WHILE THE AMOUNTS RECEIVED FROM THE HESS 25-YEAR CHARITABLE LEAD ANNUITY TRUST WERE IN EXCESS OF THE AMOUNTS SPECIFIED IN SECTION 507 (D) (2) (A) OF THE CODE, IT IS NOT CLEAR THAT SUCH TRUST IS A SUBSTANTIAL CONTRIBUTOR, AS DEFINED IN THE CODE, SINCE THE PAYMENTS WERE MADE PURSUANT TO THE WILL OF LEON HESS, DECEASED WHO WAS SUBSTANTIAL CONTRIBUTOR. | |
| FORM 990-PF, PART VII-B, LINE 1A(4): | THE HESS GROUP, INC., A DISQUALIFIED PERSON WITH RESPECT TO THE FOUNDATION, RECEIVED COMPENSATION FROM THE FOUNDATION THE YEAR ENDED NOVEMBER 30, 2019 FOR PROFESSIONAL SERVICES RENDERED TO THE FOUNDATION. BECAUSE THE COMPENSATION WAS REASONABLE, IT MEETS THE REQUIREMENTS FOR THE EXCEPTION TO SELF-DEALING UNDER THE REGULATIONS OF INTERNAL REVENUE CODE SECTION 4941. | |
| PART VII-B, LINE 5C | GRANTEE'S NAME : HESS PHILANTHROPIC FUNDGRANTEE'S ADDRESS : C/O TAG ASSOCIATES, 810 SEVENTH AVENUE, 7TH FLOOR NEW YORK, NY 10019GRANT AMOUNT : 10,535,373DATE OF GRANT : 12/31/16AMOUNT EXPENDED : 10,535,373VERIFICATION DATE : 04/26/19PURPOSE OF GRANT : ENDOWMENTDATES OF REPORTS BY GRANTEE : 4/26/19ANY DIVERSION BY GRANTEE : TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDSRESULTS OF VERIFICATION : THE ORGANIZATON HAS NO REASON TO BELIEVE THAT ASSETS ARE BEING USED FOR ANY PURPOSES OTHER THAN CHARITABLEGRANTEE'S NAME : HESS PHILANTHROPIC FUNDGRANTEE'S ADDRESS : C/O TAG ASSOCIATES, 810 SEVENTH AVENUE, 7TH FLOOR NEW YORK, NY 10019GRANT AMOUNT : 235006430DATE OF GRANT : 12/31/17AMOUNT EXPENDED : 7,125,007VERIFICATION DATE : 04/26/19PURPOSE OF GRANT : ENDOWMENTDATES OF REPORTS BY GRANTEE : 4/26/19ANY DIVERSION BY GRANTEE : TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDSRESULTS OF VERIFICATION : THE ORGANIZATON HAS NO REASON TO BELIEVE THAT ASSETS ARE BEING USED FOR ANY PURPOSES OTHER THAN CHARITABLEGRANTEE'S NAME : HESS PHILANTHROPIC FUNDGRANTEE'S ADDRESS : C/O TAG ASSOCIATES, 810 SEVENTH AVENUE, 7TH FLOOR NEW YORK, NY 10019GRANT AMOUNT : 1,041,359DATE OF GRANT : 1/19/17AMOUNT EXPENDED : 1,041,359VERIFICATION DATE : 04/26/19PURPOSE OF GRANT : ENDOWMENTDATES OF REPORTS BY GRANTEE : 4/26/19ANY DIVERSION BY GRANTEE : TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDSRESULTS OF VERIFICATION : THE ORGANIZATON HAS NO REASON TO BELIEVE THAT ASSETS ARE BEING USED FOR ANY PURPOSES OTHER THAN CHARITABLEGRANTEE'S NAME : HESS PHILANTHROPIC FUNDGRANTEE'S ADDRESS : C/O TAG ASSOCIATES, 810 SEVENTH AVENUE, 7TH FLOOR NEW YORK, NY 10019GRANT AMOUNT : 192,803DATE OF GRANT : 10/06/17AMOUNT EXPENDED : 192,803VERIFICATION DATE : 04/26/19PURPOSE OF GRANT : ENDOWMENTDATES OF REPORTS BY GRANTEE : 4/26/19ANY DIVERSION BY GRANTEE : TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDSRESULTS OF VERIFICATION : THE ORGANIZATON HAS NO REASON TO BELIEVE THAT ASSETS ARE BEING USED FOR ANY PURPOSES OTHER THAN CHARITABLE | EXPENDITURE RESPONSIBILITY STATEMENT |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HESS CORPORATION | StockNm |
| EOY Book Value | $37,024,326 | EOYBookValueAmt |
| EOYFMV | $399,665,941 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (42 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANANPLAN | FMV | $0 | $1,238,111 |
| ANCHORAGE CAPITAL | FMV | $1,455,684 | $1,916,370 |
| CANYON VALUE | FMV | $1,080,313 | $1,627,669 |
| COATUE EARLY STAGE | FMV | $324,849 | $332,285 |
| COATUE HYBRID OFFSHORE | FMV | $0 | $492,765 |
| COATUE KONA III | FMV | $1,959,956 | $2,767,819 |
| COATUE PE FUND II | FMV | $1,060,296 | $2,764,541 |
| COURT SQUARE CAPITAL | FMV | $1,615,830 | $489,709 |
| DARBY BBVA | FMV | $1,627,283 | $253,866 |
| DARBY EMERGING MARKETS | FMV | $389,735 | $0 |
| DAVIDSON KEMPNER | FMV | $124,128 | $0 |
| DW PARTNERS | FMV | $276,858 | $0 |
| EDGEWOOD GROWTH FUND | FMV | $6,674,225 | $9,145,377 |
| ETON PARK OVERSEAS FUND LTD | FMV | $0 | $8,900 |
| GLOBAL LS SPV II | FMV | $0 | $59,491 |
| GQG PARTNERS | FMV | $1,500,000 | $1,798,717 |
| GS ALTER INVESTMENTS-APP VINTAGE V | FMV | $0 | $313,130 |
| GS ALTER INVESTMENTS-INVEST LONGSHORT PT | FMV | $0 | $175,638 |
| GS ALTER INVESTMENTS-SELECT FUND | FMV | $80,656 | $0 |
| GS CAPITAL PARTNERS V | FMV | $1,228,201 | $142,741 |
| GS CAPITAL PARTNERS VI | FMV | $690,923 | $682,672 |
| GS DRT INVESTORS | FMV | $187,918 | $0 |
| GS MEZZANINE PARTNERS | FMV | $87,608 | $54,862 |
| GS VINTAGE FUND VINTAGE FUND VI | FMV | $0 | $986,891 |
| GS WEST ST CAPITAL VI | FMV | $1,308,695 | $1,452,313 |
| HESS MIDSTREAM PARTNERS | FMV | $1,686,029 | $2,000,521 |
| HOLOWESKO | FMV | $0 | $5,862,269 |
| JP MORGAN - OPTIONS | FMV | $1,999,979 | $1,570,959 |
| KKR 2006 FUND | FMV | $1,183,316 | $1,129,679 |
| KKR ASIAN FUND | FMV | $2,887,836 | $74,182 |
| KKR ASIAN FUND II | FMV | $1,566,887 | $3,553,128 |
| KKR EUROPEAN FUND | FMV | $2,157,838 | $4,222,723 |
| KKR NORTH AMERICAN FUND | FMV | $1,457,591 | $3,371,060 |
| KKR RE PARTNERS | FMV | $611,274 | $659,674 |
| LEE EQUITY STRATEGIC PARTNERS | FMV | $1,647,865 | $0 |
| NEWPORT ASIA | FMV | $0 | $2,176,058 |
| OAKTREE VALUE | FMV | $4,000,000 | $6,180,782 |
| RENAISSANCE INSTITUTIONAL | FMV | $1,901,915 | $2,340,763 |
| ROCKEFELLER GA INVESTORS LP | FMV | $2,148,950 | $1,653,204 |
| SEMPER VIC PARTNERS | FMV | $18 | $6,250,178 |
| WELLINGTON | FMV | $4,209,588 | $4,219,387 |
| WHITEHALL | FMV | $0 | $22,006 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SULLIVAN & CROMWELL, LLP | CategoryTxt |
| Legal Fees | $115,764 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $115,764 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $25 | $0 | $25 |
| EXPENSES FROM K-1 PASSTHROUGH | $517,378 | $502,906 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CLASS ACTION PROCEEDS | $873 | $873 | $873 |
| DARBY LATIN AMERICAN PRIVATE EQUITY FUND | $4,376 | $4,376 | $4,376 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP | $20,396 | $20,572 | $20,396 |
| GS CAPITAL PARTNERS VI PARALLEL, LP | $1,028 | $1,030 | $1,028 |
| HESS MIDSTREAM PARTNERS LP | -$150,196 | -$150,196 | -$150,196 |
| HOLOWESKO GLOBAL EQUITY FUND | $216,902 | $216,730 | $216,902 |
| KKR ASIAN FUND | $1,757 | $1,757 | $1,757 |
| KKR EUROPEAN FUND IV LP | $116,586 | $100,268 | $116,586 |
| KKR NORTH AMERICA FUND XI LP | -$338 | -$298 | -$338 |
| KKR REPA AIV-1 | $22,680 | $22,680 | $22,680 |
| KKR REPA AIV-2 FEEDER L.P | -$11,204 | $0 | -$11,204 |
| KKR REPA AIV-3 FEEDER L.P | -$20,910 | -$849 | -$20,910 |
| RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND | -$10,206 | -$10,206 | -$10,206 |
| ROCKEFELLER GA INVESTORS 2007 | -$17 | -$17 | -$17 |
| SEMPER VIC PARTNERS (QP) LP | $9,726 | $9,726 | $9,726 |
| WEST STREET CAPITAL PARTNERS VII - PARALLEL LP | $18,304 | $18,304 | $18,304 |
| RECLASSED OFFICE EXPENSE | $33 | $33 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HESS GROUP | $345,372 | $207,223 | $138,149 |
| GOLDMAN SACHS | $91 | $91 | $0 |
| MONTICELLO ASSOCIATES, INCORPORATED | $150,000 | $150,000 | $0 |
| WILMINGTON TRUST | $23 | $23 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $94,252 | $94,252 | $0 |
| STATE UNRELATED BUSINESS TAXES | $12,587 | $0 | $10 |
| EXCISE TAXES | $36,137 | $0 | $0 |