LEDUCQ FOUNDATION FOR CARDIOVASCULAR RESEARCH: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEDUCQ FOUNDATION FOR CARDIOVASCULAR RESEARCH (EIN 45-4696263)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349103208
- 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
- Schedule B
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T17:17:39-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741988615 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON & WURZER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 GESSNER SUITE 800 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | 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 | 454696263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEDUCQ FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FOR CARDIOVASCULAR RESEARCH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEDU | BusinessNameControlTxt |
| Phone | 7136272440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 GESSNER SUITE 800 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSEMARY MC GREEVY | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 7136272440 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE M STONER | PreparerPersonNm |
| PTIN | P01235366 | PTIN |
| Phone | 7136272440 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.201.247.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 17:15:11 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9F2ECA953B6FB931F7D437F7DC887315F58F72D0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9F2ECA953B6FB931F7D437F7DC887315F58F72D0 | 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 | $83,849,968 | 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 | $23,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $38,900 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,900 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,303,309 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,303,309 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $489,625 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $657,659 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $489,625 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,150,942 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,205,286 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $31,482,776 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,037,120 | 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 | $25,284 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,284 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $228,417 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $228,417 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,351 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9,351 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,211 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,211 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $258,223 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $258,123 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $543,486 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $518,102 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,384 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,905,008 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,905,008 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,448,494 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $518,102 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,930,392 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,034,282 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,519,018 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,797 | CashBOYAmt |
| Cash EOY | $20,787 | CashEOYAmt |
| Cash EOYFMV | $20,787 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,932,472 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,851,968 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,852,976 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $62,055,162 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,173,434 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $81,972,498 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $22,001 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,707 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,707 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $65,015,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,049,896 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $83,849,968 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $46,808 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $46,990 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $46,808 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,990 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $64,968,624 | RetainedEarningBOYAmt |
| Retained Earning EOY | $72,002,906 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,968,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $72,002,906 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $65,015,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $72,049,896 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,968,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,034,282 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $72,002,906 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $72,002,906 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | P | 2019-01-01 | 2019-12-31 | $28,361 | -$28,361 | -$28,361 | |
| RESOURCE CAPITAL FUND VI L.P. | P | 2019-01-01 | 2019-12-31 | $103,658 | -$103,658 | -$103,658 | |
| DEERFIELD PRIVATE DESIGN FUND III, L.P. | P | 2019-01-01 | 2019-12-31 | $20,950 | -$20,950 | -$20,950 | |
| DEERFIELD PRIVATE DESIGN FUND IV, L.P. | P | 2019-01-01 | 2019-12-31 | $15,065 | -$15,065 | -$15,065 | |
| GLOBAL OPPORTUNISTIC FIXED INCOME PORTFOLIO | P | 2019-01-01 | 2019-12-31 | $655,224 | $655,224 | $655,224 | |
| TWO SIGMA EQUITY | P | 2019-01-01 | 2019-12-31 | $2,435 | $2,435 | $2,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $489,625 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,410,549 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $64,761,025 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.423257 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,182,827 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $65,994,667 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.442200 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,193,248 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $76,239,479 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.159934 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,748,922 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $82,785,973 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.153999 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,301,656 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $67,892,324 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.313756 | DistributionYr5Rt |
| Total Distribution | 1.493146 | TotalDistributionRt |
| Average Distribution | 0.298629 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $66,910,008 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,981,269 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $75,190 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,056,459 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,930,392 | 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 | $75,190 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $75,190 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $75,190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $128,617 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $128,617 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $53,427 | OverpaymentAmt |
| Applied To ES Tax | $53,427 | 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 | TX | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEDUCQ FOUNDATION FOR CARDIOVASCULAR RESEARCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173418146 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 FRANKLIN ST 19TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | LU | ForeignCountryCd |
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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID TANCREDI | ||||||||
| 820 GESSNER SUITE 800 | HOUSTON | TX | 77024 | PRESIDENT & DIRECTOR | 10.00 | $0 | $0 | $0 |
| MARTIN LANDALUCE | ||||||||
| 820 GESSNER SUITE 800 | HOUSTON | TX | 77024 | VICE PRESIDENT & DIRECTOR | 10.00 | $0 | $0 | $0 |
| JAMES FLOYD | ||||||||
| 820 GESSNER SUITE 800 | HOUSTON | TX | 77024 | SECRETARY-TREASURER/DIRECT | 1.00 | $0 | $0 | $0 |
| ROSEMARY MC GREEVY | ||||||||
| 265 FRANKLIN ST 19TH FLOOR | BOSTON | MA | 02110 | ASSISTANT SECRETARY | 4.00 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY MELLON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WALL STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT & CUSTODIAL FEES | ServiceTypeTxt |
| Compensation | $228,417 | CompensationAmt |
| 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 | $49,354,137 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,358,376 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,216,429 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,928,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,928,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,018,934 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,910,008 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,345,500 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,345,500 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75,190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $75,190 | TotalTaxAmt |
| Distributable Before Adj | $3,270,310 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,270,310 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,270,310 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,930,392 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,930,392 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $75,190 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $23,855,202 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,270,310 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,908,477 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,609,624 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,449,971 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,020,767 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,190,263 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $85,179,102 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,930,392 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,270,310 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,660,082 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $105,839,184 | 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 | $17,908,477 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $87,930,707 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,609,624 | ExcessFromYear4Amt |
| Excess From Year3 | $8,449,971 | ExcessFromYear3Amt |
| Excess From Year2 | $26,020,767 | ExcessFromYear2Amt |
| Excess From Year1 | $24,190,263 | ExcessFromYear1Amt |
| Excess From Current Year | $20,660,082 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | PC | GENERAL SUPPORT | $558,800 | |||||||
| BAYLOR COLLEGE OF MEDICINE | |||||||||||||
| PO BOX 301207 | DALLAS | TX | 75303 | PC | GENERAL SUPPORT | $192,986 | |||||||
| BOSTON CHILDREN'S HOSPITAL | |||||||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | PC | GENERAL SUPPORT | $420,845 | |||||||
| BIOMEDICAL RESEARCH FOUNDATION ACADEMY OF ATHENS | |||||||||||||
| PC | GENERAL SUPPORT | $32,325 | 4 SORANOU EPHESSIOU ST | ATHENS | GR | ||||||||
| BRIGHAM & WOMEN'S HOSPITAL | |||||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | PC | GENERAL SUPPORT | $373,957 | |||||||
| THE BROAD INSTITUTE INC | |||||||||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 021421027 | PC | GENERAL SUPPORT | $97,630 | |||||||
| CASE WESTERN RESERVE UNIVERSITY | |||||||||||||
| 10900 EUCLID AVENUE STE 615 | CLEVELAND | OH | 441067037 | PC | GENERAL SUPPORT | $162,471 | |||||||
| CHILDREN'S HOSPITAL MEDICAL CENTER CINCINNATI | |||||||||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 452293039 | PC | GENERAL SUPPORT | $100,523 | |||||||
| CLEVELAND CLINIC FOUNDATION | |||||||||||||
| 9500 EUCLID AVENUE JJN5-01 | CLEVELAND | OH | 44195 | PC | GENERAL SUPPORT | $177,706 | |||||||
| CENTRO NACIONAL DE INVESTIGACIONES CARDIOVASCULARES CARLOS III (FSP) | |||||||||||||
| PC | GENERAL SUPPORT | $57,622 | 28029 MADRID | SP | |||||||||
| COLUMBIA UNIVERSITY | |||||||||||||
| PO BOX 29789 | NEW YORK | NY | 100879789 | PC | GENERAL SUPPORT | $294,330 | |||||||
| CVPATH INSTITUTE INC | |||||||||||||
| 19 FIRSTFIELD ROAD | GAITHERSBURG | MD | 20878 | PC | GENERAL SUPPORT | $130,479 | |||||||
| NATIONAL INSTITUTE OF DIABETES AND DIGESTIVE AND KIDNEY DISEASES | |||||||||||||
| 3 CENTER DRIVE BLDG 3 ROOM 2E12 | BETHESDA | MD | 20814 | GOV | GENERAL SUPPORT | $152,097 | |||||||
| DIGNITY HEALTH | |||||||||||||
| 350 W THOMAS ROAD | PHOENIX | AZ | 850134496 | PC | GENERAL SUPPORT | $160,658 | |||||||
| DUKE UNIVERSITY | |||||||||||||
| PO BOX 602651 | CHARLOTTE | NC | 282602651 | PC | GENERAL SUPPORT | $648,749 | |||||||
| EMORY UNIVERSITY | |||||||||||||
| 1599 CLIFTON ROAD NE 4TH FLOOR | ATLANTA | GA | 303224250 | PC | GENERAL SUPPORT | $192,935 | |||||||
| HARVARD UNIVERSITY | |||||||||||||
| 7 DIVINITY AVENUE | CAMBRIDGE | MA | 02138 | PC | GENERAL SUPPORT | $207,811 | |||||||
| DEUTSCHES HERZZENTRUM MUNCHEN | |||||||||||||
| GOV | GENERAL SUPPORT | $45,816 | LAZARETTSTRABE 36 | MUNCHEN | GM | ||||||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||||||
| ONE GUSTAVE L LEVY PLACE BOX 3500 | NEW YORK | NY | 100296574 | PC | GENERAL SUPPORT | $432,959 | |||||||
| ISTITUTO AUXOLOGICO ITALIANO | |||||||||||||
| PC | GENERAL SUPPORT | $100,660 | VIA L ARIOSTO | MILANO | IT | ||||||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21211 | PC | GENERAL SUPPORT | $321,231 | |||||||
| KING'S COLLEGE LONDON | |||||||||||||
| PC | GENERAL SUPPORT | $190,211 | 5-11 LAVINGTON STREET | LONDON SE NZ | UK | ||||||||
| LMU KLINKIKUM DER UNIVERSITAT MUNCHEN | |||||||||||||
| PC | GENERAL SUPPORT | $54,338 | SCHILLERSTRABE 40 | MUNCHEN | GM | ||||||||
| THE UNIVERSITY OF MANCHESTER | |||||||||||||
| PC | GENERAL SUPPORT | $19,371 | SIMON BUILDING ROOM 121 BRUNSWICK | MANCHESTER M PL | UK | STREET | |||||||
| MAX PLANCK INSTITUTE FOR HEART AND LUNG RESEARCH | |||||||||||||
| PC | GENERAL SUPPORT | $91,228 | PARKSTR 1 | D BAD NAUHEIM | GM | ||||||||
| MAX PLANCK INSTITUTE FOR MOLECULAR BIOMEDICINE | |||||||||||||
| PC | GENERAL SUPPORT | $70,304 | RONTGENSTRABE 20 | MUNSTER | GM | ||||||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||||||||
| PO BOX 27084 | NEW YORK | NY | 100877084 | PC | GENERAL SUPPORT | $146,332 | |||||||
| NETHERLANDS HEART INSTITUTE | |||||||||||||
| PC | GENERAL SUPPORT | $75,993 | MOREELSEPARK 1 3511 EP UTRECHT | NL | |||||||||
| NYU SCHOOL OF MEDICINE | |||||||||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $370,832 | |||||||
| NEW YORK UNIVERSITY | |||||||||||||
| 105 EAST 17TH STREET 3RD FLOOR | NEW YORK | NY | 10003 | PC | GENERAL SUPPORT | $200,250 | |||||||
| NATIONAL HEART LUNG AND BLOOD INSTITUTE | |||||||||||||
| 31 CENTER DRIVE MSC 2486 | BETHESDA | MD | 20892 | GOV | GENERAL SUPPORT | $42,236 | |||||||
| NORTHWESTERN UNIVERSITY | |||||||||||||
| 633 CLARK STREET ROOM G-547 | EVANSTON | IL | 602081112 | PC | GENERAL SUPPORT | $496,621 | |||||||
| OREGON HEALTH & SCIENCE UNIVERSITY | |||||||||||||
| 0690 SW BANCROFT ST MC L106OPAM | PORTLAND | OR | 97239 | GOV | GENERAL SUPPORT | $403,289 | |||||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE ON BEHALF OF HARVARD MEDICAL SCHOO | |||||||||||||
| 25 SHATTUCK STREET SUITE 509 | BOSTON | MA | 02115 | PC | GENERAL SUPPORT | $185,508 | |||||||
| UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||||||||
| 405 HILGARD AVENUE BOX 957089 1125 | LOS ANGELES | CA | 900959000 | GOV | GENERAL SUPPORT | $351,683 | MURPHY HALL | ||||||
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||||||||
| 9500 GILMAN DRIVE 0954 | LA JOLLA | CA | 920930954 | GOV | GENERAL SUPPORT | $751,515 | |||||||
| UNIVERSITY OF COLORADO | |||||||||||||
| 12631 EAST 17TH AVE ROOM 7111 | AURORA | CO | 80045 | GOV | GENERAL SUPPORT | $152,828 | |||||||
| RUTGERS THE STATE UNIVERSITY OF NEW JERSEY | |||||||||||||
| 33 KNIGHTSBRIDGE RD 2ND FLOOR EAST | PISCATAWAY | NJ | 08854 | GOV | GENERAL SUPPORT | $351,889 | |||||||
| SALK INSTITUTE FOR BIOLOGICAL STUDIES | |||||||||||||
| 10010 NORTH TORREY PINES ROAD | LA JOLLA | CA | 920371002 | PC | GENERAL SUPPORT | $108,294 | |||||||
| SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION | |||||||||||||
| 5250 CAMPANILE DRIVE | SAN DIEGO | CA | 921821948 | PC | GENERAL SUPPORT | $131,528 | |||||||
| STANFORD UNIVERSITY | |||||||||||||
| PO BOX 44253 | STANFORD | CA | 94305 | PC | GENERAL SUPPORT | $562,935 | |||||||
| THOMAS JEFFERSON UNIVERSITY | |||||||||||||
| 170 S INDEPENDENCE MALL WEST SUITE | PHILADELPHIA | PA | 191063333 | PC | GENERAL SUPPORT | $30,511 | 925 E BOX 21 | ||||||
| TECHNION RESEARCH & DEVELOPMENT FOUNDATION LTD | |||||||||||||
| PC | GENERAL SUPPORT | $48,019 | TECHNION CITY | HAIFA | IS | ||||||||
| STATE UNIVERSITY OF IOWA | |||||||||||||
| B5 JESSUP HALL | IOWA CITY | IA | 52242 | GOV | GENERAL SUPPORT | $14,515 | |||||||
| THE GEORGE WASHINGTON UNIVERSITY | |||||||||||||
| 45155 RESEARCH PLACE | ASHBURN | VA | 20147 | PC | GENERAL SUPPORT | $236,396 | |||||||
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | PC | GENERAL SUPPORT | $243,070 | |||||||
| THE UNIVERSITY OF ARIZONA | |||||||||||||
| 1303 E UNIVERSITY BLVD BOX 3 | TUCSON | AZ | 857190521 | GOV | GENERAL SUPPORT | $272,922 | |||||||
| THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | |||||||||||||
| PO BOX 301418 | DALLAS | TX | 753031418 | GOV | GENERAL SUPPORT | $326,943 | |||||||
| UNIVERSITY MEDICAL CENTER UTRECHT | |||||||||||||
| GOV | GENERAL SUPPORT | $48,481 | PO BOX 85500 | GA UTRECHT | NL | ||||||||
| UNIVERSITY OF CALIFORNIA IRVINE | |||||||||||||
| 120 THEORY SUITE 200 | IRVINE | CA | 925971050 | GOV | GENERAL SUPPORT | $119,494 | |||||||
| UNIVERSITY OF CHICAGO | |||||||||||||
| 6054 SOUTH DREXEL AVENUE | CHICAGO | IL | 60637 | PC | GENERAL SUPPORT | $104,828 | |||||||
| UNIVERSITY OF CINCINNATI | |||||||||||||
| PO BOX 210222 | CINCINNATI | OH | 452210222 | GOV | GENERAL SUPPORT | $43,962 | |||||||
| UNIVERSITY OF FLORIDA | |||||||||||||
| 123 GRINTER HALL-PO BOX 113001 | GAINESVILLE | FL | 32611 | GOV | GENERAL SUPPORT | $464,209 | |||||||
| UNIVERSITY MEDICAL CENTER GOTTINGEN | |||||||||||||
| PC | GENERAL SUPPORT | $19,883 | ROBERT-KOCH-STR 40 | D GOTTINGEN | GM | ||||||||
| UNIVERSITATSKLINIKUM SCHLESWIG HOLSTEIN | |||||||||||||
| PC | GENERAL SUPPORT | $13,452 | MARIA-GOEPERT STR 1 | LUBECK | GM | ||||||||
| UNIVERSITY OF MARYLAND BALTIMORE | |||||||||||||
| 220 ARCH STREET OFFICE LEVEL 2 | BALTIMORE | MD | 212011531 | GOV | GENERAL SUPPORT | $267,589 | |||||||
| UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL | |||||||||||||
| 55 LAKE AVENUE NORTH | WORCESTER | MA | 01655 | GOV | GENERAL SUPPORT | $147,415 | |||||||
| UNIVERSITY OF OXFORD | |||||||||||||
| PC | GENERAL SUPPORT | $38,323 | UNIVERSITY OFFICES WELLINGTON | OXFORD OX JD | UK | SQUARE | |||||||
| UNIVERSITY OF PENNSYLVANIA | |||||||||||||
| 3451 WALNUT STREET P221 FRANKLIN | PHILADELPHIA | PA | 191046205 | PC | GENERAL SUPPORT | $133,993 | BLDG | ||||||
| UNIVERSITY OF PITTSBURGH | |||||||||||||
| 3100 CATHEDRAL OF LEARNING | PITTSBURGH | PA | 15260 | GOV | GENERAL SUPPORT | $281,596 | |||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||||
| 3500 S FIGUEROA STREET SUITE 102 | LOS ANGELES | CA | 900898001 | GOV | GENERAL SUPPORT | $54,324 | |||||||
| UNIVERSITY OF VERMONT | |||||||||||||
| 217 WATERMAN BUILDING 85 SOUTH | BURLINGTON | VT | 054050160 | GOV | GENERAL SUPPORT | $306,022 | PROSPECT STREET | ||||||
| UNIVERSITY OF VIRGINIA | |||||||||||||
| PO BOX 400195 | CHARLOTTESVILLE | VA | 22904 | GOV | GENERAL SUPPORT | $73,274 | |||||||
| UNIVERSITY OF WASHINGTON | |||||||||||||
| 4300 ROOSEVELT WAY NE STE 300 BOX | SEATTLE | WA | 981954966 | GOV | GENERAL SUPPORT | $193,532 | 354966 | ||||||
| UT SOUTHWESTERN MEDICAL CENTER AT DALLAS | |||||||||||||
| 5323 HARRY PINES BLVD BOX 841765 | DALLAS | TX | 752841765 | GOV | GENERAL SUPPORT | $639,285 | |||||||
| UNIVERSITY OF WISCONSIN-MADISON | |||||||||||||
| OFFICE FOR RESEARCH SPONSORED | MILWAUKEE | WI | 532780538 | GOV | GENERAL SUPPORT | $154,276 | PROGRAMS DRAWER 538 | ||||||
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||||||||
| PO BOX 121236 | DALLAS | TX | 753121236 | PC | GENERAL SUPPORT | $187,000 | |||||||
| VANDERBILT UNIVERSITY | |||||||||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 372401591 | PC | GENERAL SUPPORT | $86,073 | |||||||
| YALE UNIVERSITY | |||||||||||||
| PO BOX 1873 | NEW HAVEN | CT | 065081873 | PC | GENERAL SUPPORT | $698,548 | |||||||
| FONDATION LEDUCQ | |||||||||||||
| FRENCH CHAR. FOUND. | SUPPORT INTERNATIONAAL EFFORTS TO COMBAT CARDIOVASCULAR AND NEUROVASCULAR DISEASE | $9,000,000 | 1 RUE LAURENT PICHAT | PARIS | FR | 75116 | |||||||
| KYOTO UNIVERSITY | |||||||||||||
| POF-ERGA IN PLACE | GENERAL SUPPORT | $37,298 | 36-1 YOSHIDAHONMACHI | SAKYOKU | JA | 606-8501 | KYOTO | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,905,008 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,900 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,187 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,294,122 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,205,286 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $489,625 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| DEERFIELD PRIVATE DESIGN IV, L.P. - UBTI | 531390 | -$49,499 |
| DEERFIELD PRIVATE DESIGN III, L.P. - UBTI | 531390 | -$4,845 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$45,157 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,027,933 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,982,776 | 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 | HARRISVILLE ENTERPRISE SA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1209 ORANGE STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $23,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FONDATION LEDUCQ | ||||||||||||
| 1 RUE LAURENT PICHAT | PARIS | FR | 75116 | 2019-06-30 | $9,000,000 | THE GRANT IS A CONTRIBUTION TO THE CHARITABLE ORGANIZATION'S MEDICAL RESEARCH, AS SUPPORTED BY AN EXPENDITURE RESPONSIBILITY GRANT AGREEMENT EXECUTED BY GRANTEE PRIOR TO THE GRANT. THE GRANTEE WAS CREATED UNDER THE LAWS OF FRANCE AND IS OPERATED UNDER THE LAWS OF THE FRANCE EXCLUSIVELY FOR EDUCATIONAL OR CHARITABLE PURPOSES. IT IS RECOGNIZED BY FRANCE AS A FOUNDATION OF PUBLIC UTILITY AND BENEFIT, HAVING ACHIEVED THAT STATUS BY PUBLIC DECREE ON 27 NOVEMBER 1996. THE PURPOSE OF THE GRANT IS TO SUPPORT GRANTEE'S MISSION TO IMPROVE HUMAN HEALTH THROUGH INTERNATIONAL EFFORTS TO COMBAT CARDIOVASCULAR AND NEUROVASCULAR DISEASE. THESE INTERNATIONAL EFFORTS ARE ACCOMPLISHED BY RESEARCH GRANTS TO UNIVERSITIES AND MEDICAL ORGANIZATIONS LOCATED THROUGHOUT THE UNITED STATES AND THE WORLD. | $9,000,000 | NONE OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF THE GRANT. | 2019 FORMAL WRITTEN REPORT | 2020-06-01 | THE 2019 FORMAL WRITTEN REPORT FOR THE PERIOD COVERING THE 2019 GRANT REFLECTS EXPENDITURE OF ENTIRE 2019 GRANT. | |
| KYOTO UNIVERSITY | ||||||||||||
| 36-1 YOSHIDAHONMACHI | SAKYOKU | JA | 606-8501 | 2019-06-30 | $37,298 | THE GRANT IS A CONTRIBUTION TO THE CHARITABLE ORGANIZATION'S MEDICAL RESEARCH, AS SUPPORTED BY AN EXPENDITURE RESPONSIBILITY GRANT AGREEMENT EXECUTED BY GRANTEE PRIOR TO THE GRANT. THE GRANTEE WAS CREATED UNDER THE LAWS OF FRANCE AND IS OPERATED UNDER THE LAWS OF THE FRANCE EXCLUSIVELY FOR EDUCATIONAL OR CHARITABLE PURPOSES. IT IS RECOGNIZED BY FRANCE AS A FOUNDATION OF PUBLIC UTILITY AND BENEFIT, HAVING ACHIEVED THAT STATUS BY PUBLIC DECREE ON 27 NOVEMBER 1996. THE PURPOSE OF THE GRANT IS TO SUPPORT GRANTEE'S MISSION TO IMPROVE HUMAN HEALTH THROUGH INTERNATIONAL EFFORTS TO COMBAT CARDIOVASCULAR AND NEUROVASCULAR DISEASE. THESE INTERNATIONAL EFFORTS ARE ACCOMPLISHED BY RESEARCH GRANTS TO UNIVERSITIES AND MEDICAL ORGANIZATIONS LOCATED THROUGHOUT THE UNITED STATES AND THE WORLD. | $37,298 | NONE OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF THE GRANT. | 2019 FORMAL WRITTEN REPORT | 2020-06-17 | THE 2019 FORMAL WRITTEN REPORT FOR THE PERIOD COVERING THE 2019 GRANT REFLECTS EXPENDITURE OF ENTIRE 2019 GRANT. | KYOTO |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CARLYLE EUROPE REAL ESTATE PARTNERS III, L.P. | FMV | $1,372,532 | $289,384 |
| RESOURCE CAPITAL FUND VI L.P. | FMV | $5,022,100 | $4,277,039 |
| DEERFIELD PRIVATE DESIGN FUND III, L.P. | FMV | $3,582,196 | $3,351,762 |
| GLOBAL OPPORTUNISTIC FIXED INCOME PORTFOLIO | FMV | $23,816,062 | $22,109,560 |
| TWO SIGMA EQUITY | FMV | $15,000,000 | $30,451,784 |
| TWO SIGMA EQUITY-ADJUSTMENT | FMV | $16,006,811 | $16,006,811 |
| OF IV INVESTORS, LP | FMV | $1,603,188 | $1,315,334 |
| PIVOTNORTH FUND | FMV | $804,162 | $1,490,541 |
| DEERFIELD PRIVATE DESIGN FUND IV, L.P. | FMV | $2,966,383 | $2,680,283 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - JOHNSON & WURZER P.C. | CategoryTxt |
| Legal Fees | $25,284 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,284 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $22,001 | BOYBookValueAmt |
| EOY Book Value | $3,707 | EOYBookValueAmt |
| EOYFMV | $3,707 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $8,301 | $8,301 | $0 |
| OTHER PORTFOLIO EXPENSE-DEERFIELD PRIVATE DESIGN III | $60,773 | $60,773 | $0 |
| OTHER PORTFOLIO EXPENSE-PIVOTNORTH FUND | $23,225 | $23,225 | $0 |
| OTHER PORTFOLIO EXPENSE-RESOURCE CAPITAL FUND VI L.P. | $105,498 | $105,498 | $0 |
| OTHER PORTFOLIO EXPENSE-DEERFIELD PRIVATE DESIGN IV | $57,249 | $57,249 | $0 |
| CURRENCY LOSS - THE BANK OF NY MELLON | $3,077 | $3,077 | $0 |
| MISCELLANEOUS EXPENSE | $100 | $0 | $100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TWO SIGMA EQUITY | $6,966,271 | $6,966,271 | $6,966,271 |
| RESOURCE CAPITAL FUND VI L.P. | $947 | $947 | $947 |
| GLOBAL OPPORTUNISTIC FIXED INCOME PORTFOLIO | -$766,854 | -$766,854 | -$766,854 |
| DEERFIELD PRIVATE DESIGN FUND III, L.P. | -$3,045 | -$3,045 | -$3,045 |
| DEERFIELD PRIVATE DESIGN IV-UBTI ADJUSTMENT | $49,499 | $49,499 | $49,499 |
| DEERFIELD PRIVATE DESIGN FUND IV, L.P. | -$48,952 | -$48,952 | -$48,952 |
| DEERFIELD PRIVATE DESIGN III-UBTI ADJUSTMENT | $4,845 | $4,845 | $4,845 |
| CURRENCY GAIN - THE BANK OF NY MELLON | $2,575 | $2,575 | $2,575 |
| DEERFIELD PRIVATE DESIGN IV, L.P. - UBTI | -$49,499 | -$49,499 | |
| DEERFIELD PRIVATE DESIGN III, L.P. - UBTI | -$4,845 | -$4,845 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT & CUSTODIAL FEES - BNY MELLON | CategoryTxt |
| Amt | $228,417 | Amt |
| Net Investment Income | $228,417 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $22,211 | Amt |
| Net Investment Income | $22,211 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |