WORLDQUANT FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WORLDQUANT FOUNDATION (EIN 26-3576736)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-09
- IRS object ID
- 201713139349100346
- Schema version
- 2016v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-09T12:45:15-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263576736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLDQUANT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WORLDQUANT FOUNDATION | InCareOfNm |
| Business Name Control | WORL | BusinessNameControlTxt |
| Phone | 2033446459 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 EAST PUTNAM AVE 3RD FL | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IGOR TULCHINSKY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2033446476 | PhoneNum |
| Signature | 2017-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANE DICKLER | PreparerPersonNm |
| PTIN | P00444049 | PTIN |
| Phone | 2124855500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,838,111 | 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 | $6,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,924 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,924 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,008,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,924 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $104,019 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $104,019 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,686 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,686 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,638 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,638 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,813 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,953 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $44,860 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,691 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $7,667 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,794 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $264 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,530 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $210,641 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $194,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,660,609 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,477,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,871,250 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,671,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,137,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,100,268 | CashBOYAmt |
| Cash EOY | $328,997 | CashEOYAmt |
| Cash EOYFMV | $328,997 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,600,083 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,509,007 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,509,007 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $86 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $107 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $107 | PrepaidExpensesEOYFMVAmt |
| Total Assets BOY | $8,700,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,838,111 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,838,111 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,842,092 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,842,092 | CapitalStockEOYAmt |
| Retained Earning BOY | $5,858,345 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,996,019 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,700,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,838,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,700,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,838,111 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,700,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,137,674 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,838,111 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,838,111 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,959,017 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,180,841 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.412071 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,963,190 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,756,107 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.338414 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $367,933 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,756,423 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077355 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $432,316 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,111,817 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10514 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $324,897 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,611,614 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089959 | DistributionYr5Rt |
| Total Distribution | 1.022939 | TotalDistributionRt |
| Average Distribution | 0.204588 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,789,305 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,389,010 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,389,010 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,671,900 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $757 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $757 | TotalPaymentsAndCreditsAmt |
| Overpayment | $757 | OverpaymentAmt |
| Applied To ES Tax | $757 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WORLDQUANT.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLDQUANT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033446476 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 EAST PUTNAM AVENUE | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| IGOR TULCHINSKY | ||||||||
| 1700 EAST PUTNAM AVE 3RD FL | OLD GREENWICH | CT | 06870 | PRESIDENT/TREAS/DIRECTOR | 1.0 | $0 | $0 | $0 |
| JEFF BLOMBERG | ||||||||
| 1700 EAST PUTNAM AVE 3RD FL | OLD GREENWICH | CT | 06870 | SECRETARY/DIRECTOR | 1.0 | $0 | $0 | $0 |
| MICHAEL DEADDIO | ||||||||
| 1700 EAST PUTNAM AVE 3RD FL | OLD GREENWICH | CT | 06870 | V PRES/DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIN HUOT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 EAST PUTNAM AVE 3RD FL | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANTS/SCHOLAR ADMIN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $60,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE 11TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TAX AND ACCOUNTING | ServiceTypeTxt |
| Compensation | $59,813 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,892,588 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $107 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,892,695 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,892,695 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,789,305 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $339,465 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $339,465 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $339,465 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $339,465 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $339,465 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,671,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,671,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,671,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $339,465 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $144,522 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $226,891 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $130,246 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,525,487 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,600,059 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,627,205 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,671,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $339,465 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,332,435 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,959,640 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $144,522 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,815,118 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $226,891 | ExcessFromYear4Amt |
| Excess From Year3 | $130,246 | ExcessFromYear3Amt |
| Excess From Year2 | $2,525,487 | ExcessFromYear2Amt |
| Excess From Year1 | $2,600,059 | ExcessFromYear1Amt |
| Excess From Current Year | $2,332,435 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | IGOR TULCHINSKY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WORLDQUANT FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ERIN HUOT1700 E PUTNAM AVE3RD FL | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | http://www.worldquant.org/#apply/ | RecipientEmailAddressTxt |
| Form And Info And Materials | ONLINE APPLICATION WITH APPLICANT SUBMITTING A RESUME, ESSAY, TRANSCRIPT OF ACADEMIC PERFORMANCE, AND AT LEAST TWO LETTERS OF RECOMMENDATION. INCLUDED IN THE RESUME IS A SECTION THAT LISTS SCHOLARSHIPS, PRIZES, AWARDS, PUBLICATIONS, PRESENTATION AND PATENTS. THE PERSONAL ESSAY STATES THE APPLICANT'S NEED FOR THE SCHOLARSHIP, VISION FOR THE FUTURE AND HOW HE/SHE WILL FIGURE IN IT, THEIR MOTIVATION FOR STUDY AND SUCCESS, AND THEIR ETHICAL AND MORAL BELIEFS, AS EVIDENCED THROUGH REAL-LIFE EXPERIENCE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS FOR FALL SEMESTER ARE DUE BY MAY 15. NOTIFICATION IS IN JULY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | DESIRE TO STUDY QUANTITATIVE ANALYSIS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WORLDQUANT UNIVERSITY | |||||||
| 201 ST CHARLES AVENUE SUITE 2500 | NEW ORLEANS | LA | 70170 | NONE | POF | EDUCATIONAL PURPOSE | $2,183,109 |
| GRANTS TO PUBLIC CHARITIES - SEE STATEMENT 2 | |||||||
| 750 THIRD AVE 11TH FL | NEW YORK | NY | 10017 | NONE | PC | ORGANIZATION'S CHARITABLE PURPOSE | $2,477,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,660,609 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,924 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,924 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,924 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | IGOR TULCHINSKY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 E PUTNAM AVE | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $59,813 | Amt |
| Net Investment Income | $14,953 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $44,860 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT 1 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,638 | LegalFeesAmt |
| Disbursements Charitable Prps | $17,638 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $264 | $264 | |
| BUSINESS FEES | $691 | $691 | |
| EQUIPMENT RENTAL & MAINTENANCE | $8,710 | $8,710 | |
| OFFICE EXPENSES | $2,023 | $2,023 | |
| INSURANCE | $2,971 | $2,971 | |
| PAYROLL FEES | $1,359 | $1,359 | |
| INTERNET SERVICE | $776 | $776 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PAYROLL TAXES | $7,667 | $7,667 |
| OTHER TAXES - FORM 4720 | $1,024 |