HESS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HESS FOUNDATION INC (EIN 22-1713046)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-10-15
- IRS object ID
- 202512889349101601
- Schema version
- 2023v6.0
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-15T17:58:48-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SYLVAN WAY | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070543801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | 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 | 14 SYLVAN WAY 3RD FL | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN B HESS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9734037997 | PhoneNum |
| Signature | 2025-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2025-10-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,152,220,844 | 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 | $29,024,289 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,498,657 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,496,431 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,243,652 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,756,299 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,248,625 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$585,563 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $170,542 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $43,181,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,915,598 | 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 | $103,468 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,145 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $88,323 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $335,584 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $167,792 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $167,792 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,306,554 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $778,080 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $528,474 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $7,145,102 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $171,433 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $56,198 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,953,626 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $568,976 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,110 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,015,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,586,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $785,699 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,385,033 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,385,033 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,400,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,586,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,170,732 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,219,765 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,329,407 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,211,414 | CashBOYAmt |
| Cash EOY | $7,608,642 | CashEOYAmt |
| Cash EOYFMV | $7,608,642 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $283,979 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,603 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,603 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $16,708,047 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,462,776 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,178,658 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $33,458,145 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,458,145 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $856,128,546 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $153,357,135 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $166,679,935 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $277,300,395 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,000,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $1,000,000 | LandBOYAmt |
| Land EOY | $1,000,000 | LandEOYAmt |
| Land EOYFMV | $1,000,000 | LandEOYFMVAmt |
| Total Assets BOY | $211,018,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $219,214,101 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,152,220,844 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $93,000,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $132,415,146 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $93,000,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $132,415,146 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $118,018,720 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $86,798,955 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $118,018,720 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,798,955 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $211,018,720 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $219,214,101 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $118,018,720 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,219,765 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $86,798,955 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $86,798,955 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| CIRCLE 9 NON-OPERATED WI FUND I, LP | P | 2014-12-01 | 2024-11-30 | $139,610 | -$139,610 | -$139,610 | |
| COATUE VENTURES II LP | P | 2014-12-01 | 2024-11-30 | $22,842 | $22,842 | $22,842 | |
| COURT SQUARE CAPITAL PARTNERS OFFSHORE II, LP | P | 2014-12-01 | 2024-11-30 | $300,856 | -$300,856 | -$300,856 | |
| DARBY LATIN AMERICAN PRIVATE EQUITY FUND | P | 2014-12-01 | 2024-11-30 | $3,325 | $3,325 | $3,325 | |
| GQG PARTNERS EMERGING MARKET EQUITY | P | 2014-12-01 | 2024-11-30 | $44,737 | -$44,737 | -$44,737 | |
| GS CAPITAL PARTNERS VI PARALLEL, LP | P | 2014-12-01 | 2024-11-30 | $7,127 | $7,127 | $7,127 | |
| GSP 3.0 FUND, LP | P | 2014-12-01 | 2024-11-30 | $237,692 | $237,692 | $237,692 | |
| KKR 2006 FUND (OVERSEAS) | P | 2014-12-01 | 2024-11-30 | $22,296 | $22,296 | $22,296 | |
| KKR ASIAN FUND | P | 2014-12-01 | 2024-11-30 | $40,869 | -$40,869 | -$40,869 | |
| KKR EUROPEAN FUND IV LP | P | 2014-12-01 | 2024-11-30 | $273,836 | $273,836 | $273,836 | |
| KKR NORTH AMERICA XI (CAGE) BLOCKER PARENT | P | 2014-12-01 | 2024-11-30 | $35,901 | $35,901 | $35,901 | |
| KKR REPA AIV-2 FEEDER L.P | P | 2014-12-01 | 2024-11-30 | $834 | $834 | $834 | |
| KKR REPA AIV-3 FEEDER L.P | P | 2014-12-01 | 2024-11-30 | $1 | $1 | $1 | |
| MANTIS CAPITAL FUND II, LP | P | 2014-12-01 | 2024-11-30 | $39,285 | -$39,285 | -$39,285 | |
| NEWPORT ASIA PARTNERS FUND, LP | P | 2014-12-01 | 2024-11-30 | $37,918 | $37,918 | $37,918 | |
| PUBLIC TRADED SECURITIES | P | 2014-12-01 | 2024-11-30 | $9,861,606 | $1,234,532 | $1,234,532 | $11,096,138 |
| THRIVE CAPITAL PARTNERS VIII GROWTH, L.P. | P | 2014-12-01 | 2024-11-30 | $3,851 | -$3,851 | -$3,851 | |
| TRINITY STREET COMMINGLED EAFE | P | 2014-12-01 | 2024-11-30 | $13,219 | $13,219 | $13,219 | |
| WEST STREET CAPITAL PARTNERS VII - PARALLEL LP | P | 2014-12-01 | 2024-11-30 | $3,387 | $3,387 | $3,387 | |
| WEST STREET CAPITAL PARTNERS VIII PARALLEL, L.P. | P | 2014-12-01 | 2024-11-30 | $540 | $540 | $540 | |
| KKR NORTH AMERICA XI (WAVE) BLOCKER PARENT | P | 2014-12-01 | 2024-11-30 | $75,617 | -$75,617 | -$75,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,248,625 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $185,279 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $185,279 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $185,279 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $216,301 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $216,301 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $31,022 | OverpaymentAmt |
| Applied To ES Tax | $31,022 | 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 |
| 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 | JOSEPH ARNONE HESS FOUNDATIONINC | IndividualWithBooksNm |
| Phone | 9734037997 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SYLVAN WAY | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 | ||||||||
| 14 SYLVAN WAY 3RD FLOOR | PARSIPPANY | NJ | 07054 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| EUGENE WGOODWILLIE JR CO HESS FND | ||||||||
| 14 SYLVAN WAY 3RD FLOOR | PARSIPPANY | NJ | 07054 | OUTGOING DIRECTOR, TREASURER | 2.00 | $0 | $0 | $0 |
| JOHN B HESS CO HESS FOUNDATION | ||||||||
| 14 SYLVAN WAY 3RD FLOOR | PARSIPPANY | NJ | 07054 | DIRECTOR, PRESIDENT | 5.00 | $0 | $0 | $0 |
| THOMAS H KEAN CO HESS FOUNDATION | ||||||||
| 14 SYLVAN WAY 3RD FLOOR | PARSIPPANY | NJ | 07054 | 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 (5 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 | $1,056,949 |
| COHNREZNICK LLP | |||||
| 14 SYLVAN WAY 3RD FLOOR | PARSIPPANY | NJ | 07054 | ACCOUNTING AND TAX | $172,834 |
| MONTICELLO ASSOCIATES INC | |||||
| 1800 LARIMER STREET SUITE 2100 | DENVER | CO | 80202 | INVESTMENT ADVISORS | $150,000 |
| GOLDMAN SACHS | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT ADVISORS | $114,750 |
| ANDERSEN TAX LLC | |||||
| 1700 E PUTNAM AVE STE 408 | OLD GREENWICH | CT | 06870 | ACCOUNTING | $106,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | 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 | $1,122,400,096 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $969,872 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,123,369,968 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,123,369,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,850,550 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,106,519,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,325,971 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,325,971 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $185,279 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $185,279 | TotalTaxAmt |
| Distributable Before Adj | $55,140,692 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,140,692 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,140,692 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,170,732 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $64,170,732 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,140,692 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $15,695,496 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $15,695,496 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,170,732 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,140,692 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,030,040 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,725,536 | 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 | $24,725,536 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $15,695,496 | ExcessFromYear3Amt |
| Excess From Current Year | $9,030,040 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A BETTER CHANCE IN LOWER MERION INC | ||||||
| PO BOX 213 | ARDMORE | PA | 19003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| AAMDS INTERNATIONAL FOUNDATION | ||||||
| 401 N WASHINGTON ST 430 | ROCKVILLE | MD | 20850 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| ACADEMY OF NATURAL SCIENCES | ||||||
| 1900 BENJAMIN FRANKLIN PKY | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| ALS ASSOCIATION | ||||||
| 1275 K STREET NW | WASHINGTON | PA | 20005 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| AMERICAN CANCER SOCIETY INC | ||||||
| 270 PEACHTREE ST NW SUITE 1300 | ATLANTA | DC | 30303 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $35,000 |
| AMERICAN JEWISH COMMITTEE | ||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| ANIMAL CARE AND CONTROL TEAM | ||||||
| 111 W HUNTING PARK AVE | PHILADELPHIA | PA | 19140 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 1500 MARKET STREET SUITE 2415 | PHILADELPHIA | PA | 19102 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $145,000 |
| BABY2BABY | ||||||
| 6435 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $125,000 |
| BAKER INDUSTRIES INC | ||||||
| 184 PENNSYLVANIA AVENUE | MALVERN | PA | 19355 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| BARNARD COLLEGE | ||||||
| 3009 BROADWAY | NEW YORK | CA | 10027 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200,000 |
| BARNES FOUNDATION | ||||||
| 2025 BENJAMIN FRANKLIN PKY | PHILADELPHIA | PA | 19130 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| BETH DAVID REFORM CONGREGATION | ||||||
| 1130 VAUGHAN LANE | GLADWYNE | PA | 19135 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $35,000 |
| BRYN MAWR FILM INSTITUTE | ||||||
| 824 WEST LANCASTER AVENUE | BRYN MAWR | PA | 19010 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| BUCKLEY SCHOOL | ||||||
| 3900 STANSBURY AVENUE | SHERMAN OAKS | CA | 91423 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000 |
| CARING FOR FRIENDS | ||||||
| 12271 TOWNSEND ROAD | PHILADELPHIA | PA | 19154 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| CARON FOUNDATION | ||||||
| PO BOX 150 | WERNERSVILLE | PA | 19565 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||
| 120 WALL STREET 14TH FLOOR | NEW YORK | CA | 10005 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $350,000 |
| CENTER FOR STRATEGIC & INTERNATIONAL STUDIES | ||||||
| 1616 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $2,000,000 |
| CHARITIES AID FOUNDATION AMERICA | ||||||
| 225 REINEKERS LANE 375 | ALEXANDRIA | PA | 22314 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $13,700 |
| CHILDREN'S LITERACY INITIATIVE | ||||||
| 990 SPRING GARDEN STREET 400 | PHILADELPHIA | PA | 19123 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| CHOCOLATE CHURCH ARTS CENTER | ||||||
| PO BOX 252 | BATH | ME | 04530 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| COLLEGE OF PHYSICIANS OF PHILADELPHIA | ||||||
| 195 22ND STREET | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000,000 |
| COLLEGE OF PHYSICIANS | ||||||
| 195 22ND STREET | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $20,000 |
| COLUMBIA UNIVERSITY | ||||||
| 2690 BROADWAY | NEW YORK | NY | 10025 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200,000 |
| COMMUNITY LEGAL SERVICES | ||||||
| 305 S 2ND AVENUE | PHOENIX | AZ | 85003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| CP 2023 | ||||||
| 1717 ARCH STREET 4050 | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,500,000 |
| CULTURE TRUST - GREATER PHILADELPHIA | ||||||
| 1315 WALNUT STREET NO 320 | PHILADELPHIA | PA | 19107 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| DEPT OF STATE - DIPLOMATIC RECEPTION ROOM | ||||||
| 2201 C STREET NW | WASHINGTON | DC | 20520 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| DERBY ACADEMY | ||||||
| 56 BURDITT AVENUE | HINGHAM | MA | 02043 | PC | STEPPINGSTONE SCHOLARS FUND/UNRESTRICTED | $40,000 |
| EDUCATION LAW CENTER | ||||||
| 1315 WALNUT STREET | PHILADELPHIA | PA | 19107 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| EFI FOUNDATION | ||||||
| 900 17TH ST NW 1100 | WASHINGTON | DC | 20006 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| EISENHOWER EXCHANGE FELLOWSHIPS | ||||||
| 250 S 16TH ST | PHILADELPHIA | PA | 19102 | PC | ENDOWING THE DR. WALTER T. GWENIGALE FELLOWSHIP | $250,000 |
| EJS PRESIDENTIAL FOUNDATION | ||||||
| 1100 CONNECTICUT AVE NW SUITE 330 | WASHINGTON | DC | 20036 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $550,000 |
| ELEVATE 215 | ||||||
| 123 S BROAD ST SUITE 1170 | PHILADELPHIA | PA | 19109 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| ELMWOOD PARK ZOO | ||||||
| 1661 HARDING BLVD | NORRISTOWN | PA | 19401 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| EMERGING PUBLIC LEADERS | ||||||
| 1401 K STREET NW | WASHINGTON | DC | 20005 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| ENSEMBLE ARTS PHILLY | ||||||
| 300 S BROAD STREET | PHILADELPHIA | PA | 19102 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| FAIR ELECTIONS CENTER | ||||||
| 1825 K ST NW STE 450 | WASHINGTON | DC | 20006 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $20,000 |
| FAMILY PROMISE OF THE MAIN LINE | ||||||
| 1449 DEKALB STREET | NORRISTOWN | PA | 19401 | 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. | $500,000 |
| FIRST UP | ||||||
| 1608 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $30,000 |
| FORD'S THEATRE SOCIETY | ||||||
| 514 TENTH STREET NW | WASHINGTON | DC | 20004 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $20,000 |
| FRANKLIN INSTITUTE | ||||||
| 222 NORTH 20TH STREET | PHILADELPHIA | PA | 19103 | PC | EARTH SYSTEMS EXHIBIT AND UNRESTRICTED PURPOSES | $1,600,000 |
| FUND - SCHOOL DISTRICT OF PHILADELPHIA | ||||||
| 30 SOUTH 17TH STREET 11TH FLOOR | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $2,500 |
| GREATER PHILADELPHIA CULTURAL ALLIANCE | ||||||
| 1315 WALNUT STREET NO 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. | $175,000 |
| HARVARD BUSINESS SCHOOL | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385762 | PC | JOHN B. HESS FUND FOR INNOVATION AND LEADERSHIP, THE HBS DEAN'S HONORARY ENDOWMENT FOR BUSINESS AND SOCIETY AND UNRESTRICTED PURPOSES | $5,150,000 |
| HARVARD COLLEGE FUND | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385762 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| HARVARD MEDICAL SCHOOL | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385762 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| HEIGHTS PHILADELPHIA | ||||||
| 123 S BROAD ST SUITE 850 | PHILADELPHIA | PA | 19109 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| HIAS PENNSYLVANIA | ||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $150,000 |
| HOSPITAL FOR SPECIAL SURGERY | ||||||
| 535 EAST 70TH STREET | NEW YORK | PA | 10021 | PC | TO ENDOW THE DAVID W. ALTCHEK CHAIR IN SPORTS MEDICINE AT THE SPORTS MEDICINE INSTITUTE | $200,000 |
| ICAHN SCHOOL OF MEDICINE | ||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | PA | 10029 | PC | THE RAQUEL AND JAIME GILINSKI DEPARTMENT OF OBSTETRICS, GYNECOLOGY AND REPRODUCTIVE SCIENCE AND UNRESTRICTED PURPOSES | $20,150,000 |
| INGLIS FOUNDATION | ||||||
| 2600 BELMONT AVENUE | PHILADELPHIA | PA | 191312799 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| 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 |
| KENNEDY CENTER | ||||||
| 2440 RESERVOIR AVENUE | TRUMBELL | CT | 06611 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $4,000 |
| KENYAN SCHOOLS OF HOPE | ||||||
| 3 S SCARLET ELM CT | SPRING | TX | 77382 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| KIEVE-WAVUS EDUCATION INC | ||||||
| PO BOX 169 42 KIEVE ROAD | NOBLEBORO | ME | 04555 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| KLEINLIFE | ||||||
| 10100 JAMISON AVENUE | PHILADELPHIA | PA | 19116 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $150,000 |
| KODE WITH KLOSSY INC | ||||||
| 8 MYRNA STREET | BURLINGTON | MA | 01806 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500,000 |
| LINCOLN CTR FOR THE PERFORMING ARTS | ||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | PA | 10023 | PC | FOR THE DESIGN, RECONSTRUCTION AND ENDOWMENT OF DAVID GEFFEN HALL AND UNRESTRICTED PURPOSES | $4,350,000 |
| LOWER MERION CONSERVANCY | ||||||
| 73 EAST LANCASTER AVENUE | ARDMORE | PA | 19003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| LOWER MERION LIBRARY FOUNDATION | ||||||
| 75 E LANCASTER AVENUE | ARDMORE | PA | 19003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| LYFORD CAY FOUNDATION INC | ||||||
| 521 5TH AVE 10TH FLOOR | NEW YORK | NY | 10175 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| MAGEE REHABILITATION HOSPITAL | ||||||
| 1513 RACE STREET | PHILADELPHIA | PA | 19102 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $15,000 |
| MATERNITY CARE COALITION | ||||||
| 2000 HAMILTON STREET STE 205 | PHILADELPHIA | PA | 19130 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $60,000 |
| MIDDLEBURY COLLEGE | ||||||
| 152 MAPLE STREET | MIDDLEBURY | VT | 05753 | PC | FINANCIAL AID | $5,000 |
| MITZAH CIRCLE FOUNDATION | ||||||
| 435 DOYLESTOWN ROAD | LANSDALEAPA | PA | 19446 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| MOREHOUSE COLLEGE | ||||||
| 830 WESTVIEW DRIVE SW | ATLANTA | GA | 30314 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $150,000 |
| MOUNT SINAI HOSPITAL | ||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $325,000 |
| MUSEUM ASSOCIATES | ||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,100,000 |
| NATIONAL CONSTITUTION CENTER | ||||||
| INDEPENDENCE MALL-525 ARCH ST | PHILADELPHIA | PA | 19106 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| NATIONALITIES SERVICE CENER | ||||||
| 1216 ARCH STREET 4TH FLOOR | PHILADELPHIA | PA | 19107 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| NATURAL LANDS TRUST INC | ||||||
| 1031 PALMERS MILL ROAD | MEDIA | PA | 19063 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| NEIGHBORS HELPING NEIGHBORS - MAIN LINE | ||||||
| 104 HOLLAND AVENUE | ARDMORE | PA | 19003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| NEW SANCTUARY MOVEMENT OF PHILADELPHIA | ||||||
| 2601 POTTER STREET | PHILADELPHIA | PA | 19125 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| NEW YORK PHILHARMONIC | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | MA | 10023 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200,000 |
| NOBLE & GREENOUGH SCHOOL | ||||||
| 10 CAMPUS DRIVE | DEDHAM | MA | 02026 | PC | FINANCIAL AID FOR STEPPINGSTONE SCHOLARS/UNRESTRICTED | $10,000 |
| NORTH10 PHILADELPHIA | ||||||
| 676E SWEDESFORD ROAD SUITE 350B | WAYNE | PA | 19087 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $15,000 |
| NUCLEAR THREAT INITIATIVE | ||||||
| 1776 EYE STREET NW SUITE 600 | WASHINGTON | DC | 20006 | PC | ARTIFICIAL INTELLIGENCE AND EMERGING TECHNOLOGY PROGRAMS | $187,500 |
| 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 |
| PATHWAYS FOR MIDDLE EAST PEACE | ||||||
| 1321 BEAUMONT DRIVR | GLADWYNE | PA | 19035 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| 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. | $140,000 |
| PHILADELPHIA CITY FUND | ||||||
| CITY HALL NO 267 | PHILADELPHIA | PA | 19107 | 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. | $100,000 |
| PHILADELPHIA MUSEUM OF ART | ||||||
| PERELMAN BUILDING-PO BOX 7646 | PHILADELPHIA | PA | 191017646 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $218,000 |
| PHILADELPHIA ORCHESTRA | ||||||
| ONE SOUTH BROAD STREET | PHILADELPHIA | PA | 19107 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $4,000,000 |
| PHILADELPHIA SKATING CLUB - HUMANE SOCIETY | ||||||
| 220 HOLLAND AVENUE | ARDMORE | PA | 19003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $60,000 |
| PHILADELPHIA SOCCER 2026 | ||||||
| 1601 MARKET ST STE 200 | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $90,000 |
| PHILADELPHIA ZOO | ||||||
| 3400 W GIRARD AVENUE | PHILADELPHIA | PA | 19104 | PC | COMMUNITY IMPACT FUND/UNRESTRICTED | $100,000 |
| PLANNED PARENTHOOD | ||||||
| 123 WILLIAM STREET 10 FL | NEW YORK | PA | 10038 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| PLAY ON PHILLY | ||||||
| PO BOX 8662 | PHILADELPHIA | PA | 19101 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| PRINCESS GRACE FOUNDATION -USA | ||||||
| 888-C 8TH AVE 318 | NEW YORK | GA | 10019 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| PRINCETON UNIVERSITY | ||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| PROJECT 440 INC | ||||||
| 1315 WALNUT STREET SUITE 320 | PHILADELPHIA | PA | 19107 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| 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. | $125,000 |
| RIVERBEND ENVIRONMENTAL EDUCATION CENTER | ||||||
| 1950 SPRING MILL ROAD | GLADWYNE | PA | 19035 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| RIVERDALE COUNTRY SCHOOL INC | ||||||
| 5250 FIELDSTON ROAD | BRONX | NY | 10471 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| 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. | $250,000 |
| SHARE FOOD PROGRAM | ||||||
| 2901 WEST HUNTING PARK AVENUE | PHILADELPHIA | PA | 19129 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $250,000 |
| SOCIETY FOR MEDICAL DECISION MAKING | ||||||
| PO BOX 3058 | ALPHARETTA | GA | 30023 | PC | THE SANDY SCHWARTZ YOUNG SCHOLARS AWARD | $10,000 |
| SOCIETY OF GENERAL INTERNAL MEDICINE | ||||||
| 1500 KING STREET | ALEXANDRIA | VA | 22314 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| SOUTH FLORIDA GOLF FOUNDATION | ||||||
| 5598 NW 102ND PLACE | DORAL | FL | 33178 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| SPONSORS FOR EDUCATIONAL OPPORTUNITY | ||||||
| 55 EXCHANGE PLACE SUITE 601 | NEW YORK | NY | 10005 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $250,000 |
| SQUAM LAKES CONSERVATION SOCIETY | ||||||
| PO BOX 696 | HOLDERNESS | NH | 03245 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| STEPPINGSTONE FOUNDATION | ||||||
| ONE APPLETON STREET 4TH FL | BOSTON | MA | 02116 | PC | ENDOWMENT FOR STAFF SALARIES AND UNRESTRICTED PURPOSES | $5,333,333 |
| STOWE LAND TRUST | ||||||
| PO BOX 284 | STOWE | VT | 05672 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| STUDENT SPONSOR PARTNERS | ||||||
| 90 BROAD STREET STREET 400 | NEW YORK | NY | 10004 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| STUDIO MUSEUM IN HARLEM | ||||||
| 144 WEST 125TH STREET | NEW YORK | NY | 10027 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $300,000 |
| SUPPORT CENTER FOR CHILD ADVOCATES | ||||||
| 1900 CHERRY STREET | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $20,000 |
| THE BERKSHIRE SCHOOL | ||||||
| 245 NORTH UNDERMOUNTAIN ROAD | SHEFFIELD | MA | 01257 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| THE FABRIC WORKSHOP AND MUSEUM | ||||||
| 1214 ARCH STRRET | PHILADELPHIA | PA | 19107 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| THE LAB SCHOOL OF WASHINGTON | ||||||
| 4759 RESERVOIR RD NW | WASHINGTON | DC | 20007 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| THE LENFEST INSTITUTE FOR JOURNALISM | ||||||
| 801 MARKET STREET SUITE 300 | PHILADELPHIA | PA | 19107 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| THE MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| THE PHILLIPS COLLECTION | ||||||
| 1600 21ST STREET NW | WASHINGTON | DC | 20009 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 |
| THE RENDELL CENTER | ||||||
| 200 SOUTH BROAD STREET SUITE 420 | PHILADELPHIA | PA | 19102 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| THE TRUST FOR PUBLIC LAND | ||||||
| 23 GEARY STREET 1000 | SAN FRANCISCO | CA | 94108 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $250,000 |
| TRUSTEES OF THE UNIVERSITY OF PA | ||||||
| 3451 WALNUT ST/433 FRANKLIN BLDG | PHILADELPHIA | PA | 191046205 | PC | WILLIAMS FELLOWSHIP/LDI HEALTHCARE ACCESS & AFFORDABILITY RESEARCH FUND/UNRESTRICTED | $320,000 |
| UNITED JEWISH APPEAL | ||||||
| PO BOX 4227 | NEW YORK | NY | 102614227 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| UNITED WAY | ||||||
| 1800 JFK BLVD SUITE 1200 | PHILADELPHIA | PA | 19103 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $15,000 |
| UNITED WAY OF GREATER HOUSTON | ||||||
| PO BOX 3247 | HOUSTON | TX | 77253 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500,000 |
| USTA FOUNDATION INCORPORATED | ||||||
| 70 W RED OAK LANE | 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. | $25,000 |
| VIETGROUP EMPOWERS | ||||||
| 1016 LANSDALE AVE | LANSDALE | PA | 19446 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| VOLUNTEER MEDICAL SERVICE GROUP OF LMN | ||||||
| 101 SIBLEY AVENUE | ARDMORE | PA | 19003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| WASHINGTON INTERNATIONAL SCHOOL | ||||||
| 3100 MACOMB ST NW | WASHINGTON | DC | 20008 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $55,000 |
| WEILL CORNELL MEDICAL COLLEGE | ||||||
| 400 E 67TH STREET | NEW YORK | NY | 10065 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $260,000 |
| WHY NOT PROSPER INC | ||||||
| 717E CHELTON AVENUE | PHILADELPHIA | PA | 19144 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| WHYY | ||||||
| 150 N 6TH STREET | PHILADELPHIA | PA | 19106 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $30,000 |
| WOMEN'S WAY | ||||||
| 123 S BROAD STREET SUITE 1320 | PHILADELPHIA | PA | 19109 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| WXPN | ||||||
| PO BOX 8419 | PHILADELPHIA | PA | 19101 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| YOUNG AUDIENCES OF NEW JERSEY INC | ||||||
| PO BOX 3175 | PRINCETON | NJ | 08540 | PC | PICASSO PROJECT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,385,033 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $285 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,498,372 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$4,973 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,248,625 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (16 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| ASPEN CCS LLC | 14 | -$395 | ||
| CIRCLE 9 NON-OPERATED WI FUND I, LP | 14 | $235,199 | 523000 | -$609,168 |
| DARBY LATIN AMERICAN PRIVATE EQUITY FUND (CAYMAN) | 14 | -$52 | ||
| DAVID KEMPNER OPPURTUNITIES INTERNATIONAL VI (AIV-TE) LP | 14 | $14 | ||
| GQG PARTNERS EMERGING MARKET EQUITY | 14 | -$4,902 | ||
| GS CAPITAL PARTNERS VI PARALLEL, LP | 14 | -$371 | ||
| GSP 3.0 FUND, LP | 14 | -$3,472 | 523000 | -$144,611 |
| KKR EUROPEAN FUND IV LP | 14 | -$37,442 | ||
| KKR REPA AIV-1 | 14 | 523000 | -$891 | |
| KKR REPA AIV-2 FEEDER L.P | 14 | -$166 | 523000 | -$286 |
| KKR REPA AIV-3 FEEDER L.P | 14 | -$11 | 523000 | -$1,149 |
| NEWPORT ASIA PARTNERS FUND, LP | 14 | -$5,000 | ||
| TRINITY STREET COMMINGLED EAFE | 14 | -$297 | ||
| VINTAGE IX B OFFSHORE K-1 | 14 | -$76 | ||
| WEST STREET CAPITAL PARTNERS VII - PARALLEL LP | 14 | -$2,316 | ||
| WEST STREET CAPITAL PARTNERS VIII PARALLEL, L.P. | 14 | -$10,171 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$760,793 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,917,539 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,156,746 | 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 | $29,024,289 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COHNREZNICK LLP | $172,834 | $86,417 | $86,417 |
| SHEEHAN & COMPANY | $55,950 | $27,975 | $27,975 |
| ANDERSEN TAX LLC | $106,800 | $53,400 | $53,400 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|---|
| GSP 3.0 FUND, LP | 2014-12 | PURCHASED | 2024-11 | $3,015 | COST | $0 | -$3,015 | |
| KKR REPA AIV-3 FEEDER L.P | 2014-12 | PURCHASED | 2024-11 | COST | $0 | $1,243 | $1,243 | |
| KKR REPA AIV-1 | 2014-12 | PURCHASED | 2024-11 | $3,201 | COST | $0 | -$3,201 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VII-B, LINE 1A(3): | AS PART OF THEIR DUTIES, BOARD MEMBERS PROVIDE VARIOUS SERVICES TO THE FOUNDATION. BECAUSE THESE SERVICES ARE PROVIDED ON A PRO-BONO BASIS, THEY MEET THE REQUIREMENTS FOR THE EXCEPTION TO SELF-DEALING UNDER THE REGULATIONS OF INTERNAL REVENUE CODE SECTION 4941. |
| 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, 2024 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. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HESS CORPORATION | StockNm |
| EOY Book Value | $33,458,145 | EOYBookValueAmt |
| EOYFMV | $856,128,546 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,462,776 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,178,658 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (72 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASPEN CCS COST | FMV | $1,995,239 | $1,799,699 |
| BCI SECURITIES: HESS STOCK COST | FMV | $3,566,181 | $91,251,600 |
| BETTOR CAPITAL COST | FMV | $1,192,780 | $1,558,086 |
| CIRCLE 9 | FMV | $27,714,135 | $31,800,000 |
| CIRCLE 9 BISON TECH | FMV | $8,600,000 | $8,600,000 |
| COATUE EARLY STAGE | FMV | $530,717 | $1,451,399 |
| COATUE GROWTH IV | FMV | $1,516,815 | $1,369,979 |
| COATUE GROWTH V OFFSHORE COST | FMV | $1,738,995 | $1,336,138 |
| COATUE GROWTH V-B OFFSHORE COST | FMV | $425,996 | $489,436 |
| COATUE KONA III | FMV | $1,372,561 | $4,227,659 |
| COATUE PE FUND II | FMV | $100,372 | $537,998 |
| COATUE VENTURE II COST | FMV | $1,896,521 | $1,760,361 |
| COURT SQUARE CAPITAL | FMV | $1,260,604 | $4,148 |
| DARBY BBVA | FMV | $838,286 | $38,045 |
| DARBY EMERGING MARKETS | FMV | $380,319 | $0 |
| DAVIDSON KEMPNER | FMV | $221,463 | $0 |
| DAVIDSON KEMPNER OPP INT VI | FMV | $1,393,725 | $1,482,541 |
| DAVIDSON KEMPNER OPP VI AIV | FMV | $990,323 | $1,049,645 |
| DURABLE CAPITAL OFFSHORE FUND COST | FMV | $8,000,000 | $9,462,326 |
| DW PARTNERS | FMV | $276,858 | $0 |
| EDGEWOOD GROWTH FUND | FMV | $12,075,120 | $20,503,052 |
| ETON PARK OVERSEAS FUND | FMV | $0 | $2,308 |
| FARALLON EQUITY PARTNERS | FMV | $2,500,000 | $3,559,433 |
| GQG PARTNERS | FMV | $5,157,248 | $6,907,662 |
| GS ALTER INVESTMENTS- VINTAGE IX B | FMV | $337,622 | $513,856 |
| GS ALTER INVESTMENTS- VINTAGE VI | FMV | $0 | $561,202 |
| GS ALTER INVESTMENTS WEST ST CAPITAL | FMV | $2,677,626 | $3,464,965 |
| GS ALTER INVESTMENTS-SELECT FUND | FMV | $198,314 | $44,485 |
| GS CAPITAL PARTNERS V | FMV | $1,086,370 | $0 |
| GS CAPITAL PARTNERS VI | FMV | $506,405 | $81,332 |
| GS DRT INVESTORS | FMV | $232,912 | $0 |
| GS MEZZANINE PARTNERS | FMV | $37,532 | $0 |
| GSP 3.0 FUND | FMV | $843,244 | $1,326,345 |
| GSP 3.0 FUND WBG AIV-1 | FMV | $131,061 | $215,184 |
| GSP 4.0 FUND | FMV | $3,290,549 | $3,233,849 |
| HOLOWESKO GLOBAL EQUITY | FMV | $821,088 | $0 |
| HORIZON SURGICAL COST | FMV | $1,500,000 | $1,500,000 |
| K5 GLOBAL GOWTH FUND COST | FMV | $2,500,000 | $2,530,853 |
| K5 GLOBAL OPPORTUNITY (BORING) | FMV | $535,000 | $691,665 |
| K5 GLOBAL VENTURES LP | FMV | $333,000 | $357,431 |
| K5 TECH FUND I, LP - COST | FMV | $2,500,000 | $2,500,000 |
| K5 TOKYO BLACK FUND I, LP | FMV | $1,860,000 | $2,036,602 |
| KKR 2006 FUND | FMV | $654,982 | $0 |
| KKR ASIAN FUND | FMV | $2,656,739 | $1,932 |
| KKR ASIAN FUND II | FMV | $500,711 | $935,013 |
| KKR EUROPEAN FUND | FMV | $1,918,275 | $2,066,988 |
| KKR NORTH AMERICAN FUND | FMV | $1,581,716 | $1,258,473 |
| KKR RE PARTNERS | FMV | $610,296 | $58,346 |
| KOLOMA | FMV | $1,000,000 | $1,000,000 |
| LEE EQUITY STRATEGIC PARTNERS | FMV | $1,647,865 | $0 |
| MANTIS CAPITAL COST | FMV | $820,577 | $839,947 |
| MANTIS CAPITAL FUND III, LP | FMV | $340,000 | $300,438 |
| NEWFLOW AMITY FUND I COST | FMV | $1,000,000 | $700,000 |
| NEWPORT ASIA | FMV | $941,558 | $0 |
| OAKTREE VALUE | FMV | $1,598,992 | $1,009,528 |
| PALM TREE CREW HOLDINGS LLC | FMV | $1,000,000 | $1,000,000 |
| PTC CRYPTO FUND COST | FMV | $2,000,000 | $2,242,246 |
| RA CAPITAL COST | FMV | $5,000,000 | $5,847,480 |
| ROCKEFELLER GA INVESTORS LP | FMV | $1,323,813 | $0 |
| SEMPER VIC PARTNERS-COST | FMV | $7,153,406 | $0 |
| SKYE GLOBAL | FMV | $8,000,000 | $18,102,341 |
| SOLAMERE CAPITAL | FMV | $841,097 | $756,300 |
| SPY GLASS GROWTH FUND COST | FMV | $5,474,187 | $6,192,885 |
| THE BLOCKCHANGE FUND, LP | FMV | $1,000,000 | $1,000,000 |
| THE STANDARD MIAMI COST | FMV | $702,857 | $702,857 |
| THRIVE CAPITAL GROWTH B | FMV | $2,002,331 | $2,781,114 |
| THRIVE CAPITAL PTR VIII, LP | FMV | $241,496 | $346,926 |
| THRIVE CAPITAL PTRS VIII GROWTH COST | FMV | $1,374,540 | $2,041,476 |
| TQ VENTURES III EARLY COST | FMV | $228,333 | $265,099 |
| TQ VENTURES III GROWTH COST | FMV | $686,618 | $840,623 |
| TRINITY STREET | FMV | $2,034,977 | $2,278,647 |
| WELLINGTON | FMV | $9,209,588 | $16,482,452 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SULLIVAN & CROMWELL, LLP | $80,001 | $0 | $80,001 |
| BARNES & THORNBURG LLP | $8,322 | $0 | $8,322 |
| GOLDMAN SACHS - LOC | $15,145 | $15,145 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $325 | $0 | $325 |
| EXPENSES FROM K-1 PASSTHROUGH | $1,952,516 | $568,976 | $0 |
| BANK CHARGE | $600 | $0 | $600 |
| OTHER EXPENSES | $185 | $0 | $185 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ASPEN CCS LLC | -$395 | -$395 | -$395 |
| CIRCLE 9 NON-OPERATED WI FUND I, LP | -$373,969 | $235,199 | -$373,969 |
| DARBY LATIN AMERICAN PRIVATE EQUITY FUND (CAYMAN) | -$52 | -$52 | -$52 |
| DAVID KEMPNER OPPURTUNITIES INTERNATIONAL VI (AIV-TE) LP | $14 | $14 | $14 |
| GQG PARTNERS EMERGING MARKET EQUITY | -$4,902 | -$4,902 | -$4,902 |
| GS CAPITAL PARTNERS VI PARALLEL, LP | -$371 | -$371 | -$371 |
| GSP 3.0 FUND, LP | -$148,083 | -$3,472 | -$148,083 |
| KKR EUROPEAN FUND IV LP | -$37,442 | -$37,442 | -$37,442 |
| KKR REPA AIV-1 | -$891 | $0 | -$891 |
| KKR REPA AIV-2 FEEDER L.P | -$452 | -$166 | -$452 |
| KKR REPA AIV-3 FEEDER L.P | -$1,160 | -$11 | -$1,160 |
| NEWPORT ASIA PARTNERS FUND, LP | -$5,000 | -$5,000 | -$5,000 |
| TRINITY STREET COMMINGLED EAFE | -$297 | -$297 | -$297 |
| VINTAGE IX B OFFSHORE K-1 | -$76 | -$76 | -$76 |
| WEST STREET CAPITAL PARTNERS VII - PARALLEL LP | -$2,316 | -$2,316 | -$2,316 |
| WEST STREET CAPITAL PARTNERS VIII PARALLEL, L.P. | -$10,171 | -$10,171 | -$10,171 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| BOY Book Value | $93,000,000 | BOYBookValueAmt |
| EOY Book Value | $132,415,146 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HESS GROUP | $1,056,949 | $528,475 | $528,474 |
| MONTICELLO ASSOCIATES, INCORPORATED | $150,000 | $150,000 | $0 |
| GOLDMAN SACHS | $99,605 | $99,605 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $56,198 | $56,198 | $0 |
| STATE UNRELATED BUSINESS TAXES | $250 | $0 | $0 |
| EXCISE TAXES | $114,985 | $0 | $0 |