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STARR FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
STARR FOUNDATION (EIN 13-6151545)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202533189349103958
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T14:00:20-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873707167PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1685 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136151545EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE STARR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTARBusinessNameControlTxt
Phone2129093600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1399 PARK AVENUE 3RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCOURTNEY O'MALLEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2129093600PhoneNum
Signature2025-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAGDALENA CZERNIAWSKIPreparerPersonNm
PTINP00535099PTIN
Phone2122013165PhoneNum
Preparation2025-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,560,811,767FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$21,204,028DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,948,777DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$176,115,125NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$176,396,674GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$211,452,249CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$35,843,045OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$24,911,982OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$233,262,198TotalRevAndExpnssAmt
Total Net Invst Incm$254,313,008TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,089,757CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$871,806CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$217,951CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$354,327OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$283,462OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$70,865OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$671,781PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$537,425PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$473,811PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$165,805AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$82,903AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$82,903AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,015,220OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,807,782OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$207,438OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,051,233TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,004,901TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$22,895TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$88,060DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$701,267OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$561,014OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$140,253OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$37,818TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$30,254TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$7,564TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$18,735,933OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,652,797OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$193,101OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,911,201TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,832,344TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,416,781TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$73,539,744ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$73,539,720ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$102,450,945TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,832,344TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$74,956,501TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$130,811,253ExcessRevenueOverExpensesAmt
Net Investment Income$232,480,664NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$36,058,442SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$340,370,199SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$340,370,199SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$673,241,289CorporateStockBOYAmt
Corporate Stock EOY$497,817,005CorporateStockEOYAmt
Corporate Stock EOYFMV$618,513,469CorporateStockEOYFMVAmt
Other Investments BOY$541,257,693OtherInvestmentsBOYAmt
Other Investments EOY$516,494,979OtherInvestmentsEOYAmt
Other Investments EOYFMV$600,930,032OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,372,804LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,375,788LandBldgEquipAccumDeprecAmt
Land BOY$1,348,583LandBOYAmt
Land EOY$997,016LandEOYAmt
Land EOYFMV$997,016LandEOYFMVAmt
Other Assets BOY$1,076OtherAssetsBOYAmt
Other Assets EOY$1,051OtherAssetsEOYAmt
Other Assets EOYFMV$1,051OtherAssetsEOYFMVAmt
Total Assets BOY$1,251,907,083TotalAssetsBOYAmt
Total Assets EOY$1,355,680,250TotalAssetsEOYAmt
Total Assets EOYFMV$1,560,811,767TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,251,907,083CapitalStockBOYAmt
Capital Stock EOY$1,355,680,250CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,251,907,083TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,355,680,250TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,251,907,083TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,355,680,250TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,251,907,083TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$130,811,253ExcessRevenueOverExpensesAmt
Other Increases$2,056OtherIncreasesAmt
Subtotal$1,382,720,392SubtotalAmt
Other Decreases$27,040,142OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,355,680,250TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LT CAPITAL GAINS FROM LIMITED PARTNERSHIPSP$11,812,433$11,812,433$11,812,433
ST CAPITAL GAINS FROM LIMITED PARTNERSHIPSP$1,175,646$1,175,646$1,175,646
SECTION 1231 GAINP$99,868$99,868$99,868
ST FROM SECURITIESP$17,686,655$17,686,655$17,686,655
LT FROM SECURITIESP$145,599,267$145,599,267$145,599,267
ST FROM SECURITIES NETP$0$0
LT FROM SECURITIES NETP$0$0
LT FROM SECURITIESP$34,768,492$34,768,492$34,768,492
ST FROM SECURITIESP$309,888$309,888$309,888
FieldValueIRS element (for citing)
Capital Gain Net Income$211,452,249CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,231,481InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,231,481SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,231,481TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,626,096EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,500,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,126,096TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$105,385TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.STARRFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksCOURTNEY O'MALLEY PRESIDENTIndividualWithBooksNm
Phone2129093600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1399 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MR EE MATTHEWS
399 PARK AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
MR HI SMITH
399 PARK AVENUENEW YORKNY10022TREASURER & DIRECTOR1.00$0$0$0
MR JW GREENBERG
399 PARK AVENUENEW YORKNY10022BOARD CHAIRMAN & DIR. AS OF 03/19/241.00$0$0$0
MR MR GREENBERG
399 PARK AVENUENEW YORKNY10022BOARD CHAIRMAN & DIR. THRU 03/19/245.00$0$0$0
MR S GREENBERG
399 PARK AVENUENEW YORKNY10022DIRECTOR AS OF 03/19/241.00$0$0$0
MRS CP GREENBERG
399 PARK AVENUENEW YORKNY10022DIRECTOR THRU 3/17/241.00$0$0$0
MS A OSEI
399 PARK AVENUENEW YORKNY10022ASSISTANT VP35.00$115,713$47,037$5,904
MS COURTNEY O'MALLEY
399 PARK AVENUENEW YORKNY10022PRESIDENT & DIRECTOR35.00$467,114$59,275$3,141
MS K GREENBERG
399 PARK AVENUENEW YORKNY10022DIRECTOR AS OF 03/19/241.00$0$0$0
MS M LIVINGSTON
399 PARK AVENUENEW YORKNY10022SENIOR VICE PRES. & CORP. SECRETARY35.00$301,889$95,933$485
MS Y LUKONEN
399 PARK AVENUENEW YORKNY10022ASSISTANT TREASURER & DIRECTOR OF FIN.35.00$205,041$78,704$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
JOANNA BAGINSKI
399 PARK AVENEW YORKNY10022BOOKKEEPER35.00$102,998$59,089$473
CHRISTINE PENDLETON
399 PARK AVENEW YORKNY10022EXECUTIVE ASSISTANT35.00$100,654$55,604$1,513
ALVIN ORTIZ
399 PARK AVENEW YORKNY10022GRANTS ADMINISTRATIO35.00$66,471$24,306$630
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
RFS OPCO LLC
45 ROCKEFELLER PLAZA 5TH FLOORNEW YORKNY10111INVESTMENT ADVISORY SERVICES$1,915,788
GENERAL ATLANTIC SERVICE COMPANY
600 STEAMBOAT ROAD SUITE 105GREENWICHCT06830INVESTMENT ADVISORY SERVICES$980,518
KAYNE ANDERSON CAPITAL ADVISORS LP
2121 AVENUE OF THE STARS 9TH FLOORLOS ANGELESCA90067INVESTMENT ADVISORY SERVICES$572,252
LYRICAL ASSET MANAGEMENT LP
250 W 55TH STREET 37TH FLOORNEW YORKNY10019INVESTMENT ADVISORY SERVICES$286,952
NEUBERGER BERGMAN INVESTMENT ADVISERS LLC
1290 AVENUE OF THE AMERICASNEW YORKNY10104INVESTMENT ADVISORY SERVICES$283,981
FieldValueIRS element (for citing)
Contractor Paid Over50k7ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$321,190,378AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,465,916AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,187,393,150FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,535,049,444TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,535,049,444AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,025,742CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,512,023,702NetVlNoncharitableAssetsAmt
Minimum Investment Return$75,601,185MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$75,601,185MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,231,481TaxBasedOnInvestmentIncomeAmt
Total Tax$3,231,481TotalTaxAmt
Distributable Before Adj$72,369,704DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$72,369,704DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$72,369,704DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$74,956,501ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$74,956,501QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,369,704DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$28,856,853ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$20,495,834ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$19,945,710ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$69,298,397TotalExcessDistributionCyovAmt
Qualifying Distributions$74,956,501QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$72,369,704AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,586,797RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$71,885,194TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$28,856,853ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$43,028,341ExcessDistriCyovToNextYrAmt
Excess From Year4$20,495,834ExcessFromYear4Amt
Excess From Year1$19,945,710ExcessFromYear1Amt
Excess From Current Year$2,586,797ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMS COURTNEY O'MALLEY PRESIDENTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1399 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2129093600RecipientPhoneNum
Form And Info And MaterialsTHERE IS NO APPLICATION FORM, BUT THE FOUNDATION EXPECTS PROPOSALS TO INCLUDE THE FOLLOWING: 1) COVER LETTER DESCRIBING THE ORGANIZATION AND SETTING FORTH THE TERMS OF THE PROPOSED GRANT; 2) BUDGET FOR THE PARTICULAR PROJECT FOR WHICH FUNDING IS SOUGHT; 3) LATEST AUDITED FINANCIAL STATEMENTS; 4) LIST OF OTHER MAJOR FINANCIAL SUPPORTERS, CURRENT OR ANTICIPATED; 5) LIST OF THE ORGANIZATION'S BOARD MEMBERS AND THEIR AFFILIATIONS, IF ANY; 6) MOST RECENT IRS DETERMINATION LETTER; 7) DETAILS OF OVERALL ADMINISTRATIVE EXPENSES INCLUDING THE SALARIES OF THE TOP FIVE EMPLOYEES; GENERALLY THE FOUNDATION WILL NOT FUND ORGANIZATIONS THAT SPEND MORE THAN 25% OF THEIR ANNUAL EXPENSES ON ADMINISTRATION AND FUNDRAISING; 8) OTHER INFORMATION MAY BE INCLUDED, BUT THE FOUNDATION PREFERS NOT TO RECEIVE VIDEOTAPES, DVDS, OR CDS.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINES; PROPOSALS ARE REVIEWED ON A ROLLING BASIS THROUGHOUT THE YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsGRANTS TO INDIVIDUALS ARE LIMITED TO THE FOUNDATION'S ON-GOING SCHOLARSHIP PROGRAM, THE C.V. STARR SCHOLARSHIP PROGRAM AVAILABLE TO STARR COMPANIES EMPLOYEES' CHILDREN. WITH RESPECT TO THIS PROGRAM, THERE ARE LIMITATIONS PERTAINING TO ELIGIBILITY REQUIREMENTS AND SIZE OF AWARDS. THE SIZE OF SCHOLARSHIP AWARDS DEPENDS ON FINANCIAL NEED.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2Txt
ALBERT H SMALL NORMANDY INSTITUTE INC
750 E PRATT ST STE 900BALTIMOREMD21202PCGENERAL OPERATING SUPPORT$50,000
AMERICAN HOSPITAL OF PARIS
PCCAPITAL CAMPAIGN$5,000,00063 BLVD VICTOR HUGONEUILLYSURSEINEFR92200
APPEAL OF CONSCIENCE FOUNDATION
251 E 71ST STREETNEW YORKNY10021PCGENERAL OPERATING SUPPORT$10,000
ARIZONA STATE UNIVERSITY FOUNDATION
1800 I ST NW 6TH FLOORWASHINGTONDC20006PCMCCAIN INSTITUTE'S GLOBAL LEADERS PROGRAM$200,000
ARIZONA STATE UNIVERSITY FOUNDATION
1800 I ST NW 6TH FLOORWASHINGTONDC20006PCMCCAIN INSTITUTE'S IMPACT FUND$1,000,000
BARUCH COLLEGE
ONE BERNARD BARUCH WAYNEW YORKDC10010PCMAURICE R. GREENBERG SCHOLARSHIP FUND$100,000
BREWSTER CENTRAL SCHOOL DISTRICT
30 FARM TO MARKET ROADBREWSTERNY10509PCSTARR SCHOLARSHIP PROGRAM FOR THE 2024/2025 YEAR$50,000
BROWN UNIVERSITY OF PROVIDENCE
DIVISION OF ADVANCEMENT BOX 1893PROVIDENCERI02912PCMAURICE R. GREENBERG SCHOLARSHIP FUND$100,000
CANDID
32 OLD SLIP 24TH FLOORNEW YORKNY10005PCGENERAL OPERATING SUPPORT$25,000
CHAPIN SCHOOL LTD
100 EAST END AVENUENEW YORKNY10028PCMAURICE R. GREENBERG SCHOLARSHIP FUND$100,000
CHILDREN OF ARMENIA FUND INC
149 FIFTH AVENUE SUITE 500NEW YORKNY10010PCGENERAL OPERATING SUPPORT$100,000
CHINA GENERAL CHAMBER OF COMMERCE - USA
19 EAST 48TH STREET 3RD FLOORNEW YORKNY10017PCGENERAL OPERATING SUPPORT$10,000
CHOATE ROSEMARY HALL FOUNDATION INC
333 CHRISTIAN STREET PO BOX 5043WALLINGFORDCT06492PCMAURICE R. GREENBERG SCHOLARSHIP FUND$50,000
CITY HARVEST INC
150 52ND STREETBROOKLYNNY11232PCCAPITAL CAMPAIGN$250,000
CITY HARVEST INC
150 52ND STREETBROOKLYNNY11232PCGENERAL OPERATING SUPPORT$150,000
CITYMEALS-ON-WHEELS
355 LEXINGTON AVENUENEW YORKNY10017PCEMERGENCY MEAL DISTRIBUTION CENTER CAPITAL CAMPAIGN$250,000
CORNELL UNIVERSITY (WEILL CORNELL MEDICINE)
1300 YORK AVENUE BOX 314NEW YORKNY10065PCMAURICE R. GREENBERG SCHOLARSHIP FUND$3,000,000
CORNELL UNIVERSITY (WEILL CORNELL MEDICINE)
1300 YORK AVENUE BOX 314NEW YORKNY10065PCTRI-INSTITUTIONAL STEM CELL INITIATIVE, INVOLVING THE COLLABORATION OF WEILL CORNELL, ROCKFELLER UNIVERISTY AND MEMORIAL-SLOAN KETTERING$7,000,000
CORNELL UNIVERSITY (WEILL CORNELL MEDICINE)
1300 YORK AVENUE BOX 314NEW YORKNY10065PCGENERAL OPERATING SUPPORT$6,000
CORNELL UNIVERSITY (WEILL CORNELL MEDICINE)
1300 YORK AVENUE BOX 314NEW YORKNY10065PCDEAN'S SPECIAL SCHOLARSHIP FUND$4,000,000
COUNCIL ON FOREIGN RELATIONS
58 EAST 68TH STREETNEW YORKNY10065PCRICHARD HAASS CENTER FOR EDUCATION$1,000,000
FRENCH-AMERICAN FOUNDATION
28 WEST 44TH STREET SUITE 912NEW YORKNY10036PCGENERAL OPERATING SUPPORT$10,000
FRIENDS OF NOTRE-DAME DE PARIS INC
1717 PENNSYLVANIA AVE NW SUITE 425WASHINGTONDC20006PCREBUILDING OF NOTRE-DAME CATHEDRAL$1,600,000
GEORGETOWN UNIVERSITY
600 NEW JERSEY AVENUE NWWASHINGTONDC20001PCMAURICE R. GREENBERG SCHOLARSHIP FUND$50,000
GEORGIA STATE UNIVERSITY FOUNDATION
33 GLIMER STREET SEATLANTAGA30303PCMAURICE R. GREENBERG SCHOOL OF RISK SCIENCE$2,000,000
GIVE2ASIA
2201 BROADWAY 4TH FLOOROAKLANDCA94612PCQUALITY IMPROVEMENT FOR VILLAGE EARLY EDUCATION CENTERS IN DAMING COUNTY HEBEI PROVINCE$270,000
HEBREW HOME FOR THE AGED AT RIVERDALE
5901 PALISADE AVENUERIVERDALENY10471PC1:1 CHALLENGE GRANT IN SUPPORT OF THE RIVER'S EDGE CONTINUING CARE RETIREMENT COMMUNITY CAMPAIGN$100,000
HEBREW HOME FOR THE AGED AT RIVERDALE
5901 PALISADE AVENUERIVERDALENY10471PC1:1 CHALLENGE GRANT IN SUPPORT OF THE RIVER'S EDGE CONTINUING CARE RETIREMENT COMMUNITY CAMPAIGN$4,900,000
HOTCHKISS SCHOOL
11 INTERLAKEN ROADLAKEVILLECT06039PCMAURICE R. GREENBERG SCHOLARSHIP FUND$100,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20004PCGENERAL OPERATING SUPPORT$10,000400
INTERNATIONAL SCHOLARSHIP & TUITION SERVICES INC
40 BURTON HILLS BLVD SUITE 170NASHVILLETN37215PCADMINISTRATION OF STARR SCHOLARSHIP PROGRAM$538,655
JAPAN SOCIETY INC
333 EAST 47TH STREETNEW YORKNY10017PCGENERAL OPERATING SUPPORT$30,000
JOE TORRE SAFE AT HOME FOUNDATION
55 WEST 39TH STREET SUITE 600NEW YORKNY10018PCGENERAL OPERATING SUPPORT$10,000
MCCARTER THEATER COMPANY
91 UNIVERSITY PLACEPRINCETONNJ08540PCGENERAL OPERATING SUPPORT$25,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065PCCAPITAL CAMPAIGN$10,000,000
NATIONAL PHILANTHROPIC TRUST
140 EAST 45TH STREETNEW YORKNY10017PCPLURALISM ACCELERATOR FUND$250,000
NEW YORK SHAKESPEARE FESTIVAL
425 LAFAYETTE STREETNEW YORKNY10003PCGENERAL OPERATING SUPPORT$25,000
NEW YORK UNIVERSITY (SCHOOL OF LAW)
40 WASHINGTON SQUARE SOUTHNEW YORKNY10012PCENDOWMENT$625,000
NEW YORK UNIVERSITY (SCHOOL OF LAW)
40 WASHINGTON SQUARE SOUTHNEW YORKNY10012PCLOAN REPAYMENT ASSISTANCE PROGRAM FUND (LRAP)$500,000
NEW YORK-PRESBYTERIAN FUND
850 THIRD AVENUE 12TH FLOORNEW YORKNY10022PCCAPITAL CAMPAIGN$10,000,000
NORTH SHORE COUNTRY DAY SCHOOL
310 GREEN BAY ROADWINNETKAIL600934094PCMAURICE R. GREENBERG SCHOLARSHIP FUND$200,000
PROTESTANT EPISCOPAL CATHEDRAL FOUNDATION
3612 WOODLEY ROAD NWWASHINGTONDC20016PCC.V STARR SCHOLARSHIP FUND$100,000
PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA
1200 NORTH QUAKER LANEALEXANDRIAVA22302PCC.V STARR SCHOLARSHIP FUND$100,000
RADICAL HOPE INC
9 STACEY CIRCLECONCORDCT01742PCGENERAL OPERATING SUPPORT$250,000
ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY100656399PCWOMEN & SCIENCE PROGRAM$500,000
ROGOSIN INSTITUTE INC
505 EAST 70TH STREETNEW YORKNY10021PCSAAL-GREENBERG FUND$5,000,000
SAINT ANN'S SCHOOL
129 PIERREPONT STREETBROOKLYN HEIGHTSNY11201PCMAURICE R. GREENBERG SCHOLARSHIP FUND$100,000
SPENCE SCHOOL
22 EAST 91ST STREETNEW YORKNY101280657PCAUGMENT C.V STARR SCHOLARSHIP FUND$100,000
ST JOHNS UNIVERSITY NEW YORK
101 ASTOR PLACENEW YORKNY10003PCGENERAL OPERATING SUPPORT$10,000
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
434 GALVEZ MALLSTANFORDCA94305PCHOOVER INSTITUTION ON WAR, REVOLUTION AND PEACE CENTER FOR THE REVITALIZATION OF AMERICAN INSTITUTIONS$5,000,000
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCST. HILDA AND ST HUGH'S SCHOOL$50
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCTHE JEWISH COMMUNITY CENTER IN MANHATTAN$125
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCPEAK GRANTMAKING$250
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCRIVERSIDE PARK CONSERVANCY$150
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCRIVERSIDE PARK CONSERVANCY$158
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCTHE POSSIBILITY PROJECT$100
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCTSC ALLIANCE$125
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCTSC ALLIANCE$500
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCWELLESLEY COLLEGE$50
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCPAN-MASSACHUSETTS CHALLENGE$125
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCNIGHTINGALE-BAMFORD SCHOOL$200
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCBREARLEY SCHOOL$50
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCMISSISSIPPI CENTER FOR JUSTICE$125
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCBEST FRIENDS ANIMAL SOCIETY$27
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCWELLESLEY STUDENTS AID SOCIETY$750
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCCHRISTIAN CHURCH JOHN 3:16$1,000
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCCLASSICAL THEATRE OF HARLEM$105
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCCOLLEGIATE SCHOOL$500
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCCO-OP CITY SDA CHURCH$1,200
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCCO-OP CITY SDA CHURCH$1,000
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCCORJESU FOUNDATION$200
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCCORJESU FOUNDATION$300
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCDONORSCHOOSE$50
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCEPISCOPAL HIGH SCHOOL$500
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCFIRST GHANA SDA CHRUCH$500
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCFIRST GHANA SDA CHRUCH$500
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCFORDHAM UNIVERSITY$250
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCGREATER HOPE MINISTRY/ FERNWOOD FOUNDATION$100
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCHIGH WATCH ROCOVERY CENTER$250
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCMEMORIAL SLOAN-KETTERING CANCER CENTER$100
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCMICHAEL J. FOX FOUNDATION FOR PARKINSON'S RESEARCH$100
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCMIDDLEBURY COLLEGE$250
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCNATION CATHEDRAL SCHOOL$250
THE STARR FOUNDATION MATCHING GRANTS PROGRAM
399 PARK AVE 3RD FLOORNEW YORKNY10022PCWOMEN'S MEDIA CENTER$125
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
516 WEST 168TH STREET 3RD FLOORNEW YORKNY10032PCPARKINSON'S DISEASE RESEARCH AT COLUMBIA UNIVERSITY'S IRVING MEDICAL CENTER$100,000
US CHAMBER OF COMMERCE FOUNDATION
1615 H STREET NWWASHINGTONDC20062PCRENOVATION OF THE CHAMBER'S HISTORIC BUILDING ON LAFAYETTE PARK IN WASHINGTON, D.C.$3,000,000
YALE CHIEF EXECUTIVE LEADERSHIP INSTITUTE
101 CONSTITUTION AVENUE NW SUITEWASHINGTONDC20001PCPROGRAM SUPPORT$500,000825 EAST
YALE UNIVERSITY
333 CEDAR STREETNEW HAVENCT06510PCMAURICE R. GREENBERG SCHOLARSHIP FUND IN SUPPORT OF DEBT-FREE EDUCATION FOR THE YALE SCHOOL OF MEDICINE$5,000,000
YALE-CHINA ASSOCIATION
442 TEMPLE STREET BOX 208223NEW HAVENCT06520PCGENERAL OPERATING SUPPORT$25,000
YOUNG AUDIENCES ARTS FOR LEARNING
171 MADISON AVENUE SUITE 200NEW YORKNY10016PCGENERAL OPERATING SUPPORT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$73,539,720TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
FRENCH-AMERICAN FOUNDATION
28 WEST 44TH STREET SUITE 912NEW YORKNY10036PCGENERAL OPERATING SUPPORT$20,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20004PCGENERAL OPERATING SUPPORT$20,000400
NEW YORK UNIVERSITY (SCHOOL OF LAW)
40 WASHINGTON SQUARE SOUTHNEW YORKNY10012PCLOAN REPAYMENT ASSISTANCE PROGRAM FUND (LRAP)$4,500,000
RADICAL HOPE INC
9 STACEY CIRCLECONCORDCT01742PCGENERAL OPERATING SUPPORT$750,000
ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY100656399PCWOMEN & SCIENCE PROGRAM$4,500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$9,790,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,407,170ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$10,868,949UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$25,275,586ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm-$258,744UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$176,352,341ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$10,610,205UnrelatedBusinessTaxblIncmAmt
Exclusion$222,035,097ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$232,645,302TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MR KWIE DING WANGBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1283 AVENUE C APT 100AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10009ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCBIZ ADVISORS LLCCategoryTxt
Amt$165,805Amt
Net Investment Income$82,903NetInvestmentIncomeAmt
Disbursements Charitable Prps$82,903DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtBasisBasisAmtBasis MethodBasisMethodTxtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmtGross Sales PriceGrossSalesPriceAmt
UBTI LT GAINS/LOSSES2023-01PURCHASED2024-12$275,185COST$0-$275,185
UBTI 1231 GAIN/LOSS2023-01PURCHASED2024-12COST$0$22,805$22,805
UBTI ST GAIN/LOSSES2024-06PURCHASED2024-12$6,364COST$0-$6,364

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PUBLIC EQUITY$237,115$398,395
THIRD PARTY MANAGERS EQUITY$497,579,890$618,115,074

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLIMITED PARTNERSHIP INTERESTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$516,494,979BookValueAmt
EOYFMV$600,930,032EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescEXCHANGE ACCOUNTDesc
BOY Book Value$1,076BOYBookValueAmt
EOY Book Value$1,051EOYBookValueAmt
EOYFMV$1,051EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (4 entries)

DescDescAmtAmt
K-1 BOOK TO TAX DIFFERENCES$56,049
COST BASIS ADJUSTMENT$2,553
LOSS ON IMPAIRMENT$26,682,952
BOOK TO TAX ADJUSTMENT RELATED TO FIXED ASSETS$298,588

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMPUTERS & SOFTWARE$9,455$0$9,455
INSURANCE$158,961$127,169$31,792
OFFICE EXPENSES$109,345$87,476$21,869
LIMITED PARTNERSHIP CHARITABLE CONTRIBUTIONS$129,213$0$129,213
LIMITED PARTNERSHIP DEDUCTIONS RELATED TO PORTFOLIO INCOME$8,386,014$6,720,816$0
LIMITED PARTNERSHIP OTHER DEDUCITONS$9,938,530$5,713,693$0
LIMITED PARTNERSHIP SECITON 179 EXPENSE$3,643$3,643$0
MISCELLANEOUS$772$0$772

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FOREIGN CURRENCY GAIN/LOSS-$143,211-$143,211-$143,211
LIMITED PARTNERSHIP OTHER INCOME$7,482,166$6,672,641$7,482,166
LIMITED PARTNERSHIP ROYALTY INCOME$134,948$134,948$134,948
LIMITED PARTNERSHIP ORDINARY INCOME$439,640-$806,724$439,640
LIMITED PARTNERSHIP DIVIDEND INCOME$7,574,038$7,351,956$7,574,038
LIMITED PARTNERSHIP INTEREST INCOME$20,275,678$11,622,586$20,275,678
MISC INCOME$79,786$79,786$79,786

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTAX EXEMPT INCOMEDesc
Amt$2,056Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (18 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EDUCATIONAL/COMPUTER/OTHER CONSULTANTS$204,320$0$204,320
ADP, INC$3,118$0$3,118
INVESTMENT FEES$6,302$6,302$0
$0$0$0
RFS OPCO LLC$1,915,788$1,915,788$0
GENERAL ATLANTIC SERVICE COMPANY$980,518$980,518$0
KAYNE ANDERSON CAPITAL ADVISORS$572,252$572,252$0
LYRICAL ASSET MANAGEMENT LP$286,952$286,952$0
NEUBERGER BERGMAN INVESTMENT ADVISERS, LLC$283,981$283,981$0
HIGHCLERE INTERNATIONAL$85,276$85,276$0
JP MORGAN$588,096$588,096$0
MORGAN STANLEY$175$175$0
SILCHESTER INTERNATIONAL VALUE$507,160$507,160$0
CAMBRIDGE ASSOCIATES$52,500$52,500$0
COHEN & STEERS CAPITAL MANAGEMENT$208,171$208,171$0
GENEVA CAPITAL MANAGEMENT$189,191$189,191$0
LAZARD US EQUITY CONCENTRATED$92,509$92,509$0
STATE STREET CORPORATION$38,911$38,911$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (7 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$227$0$0
NYS TAXES & FILING FEES$1,775$0$1,775
STATE TAXES$22,952$0$0
FOREIGN TAXES$396,558$396,558$0
LIMITED PARTNERSHIP FOREIGN TAXES DEDUCTIONS$523,862$523,862$0
TAX PENALTIES$258$0$0
PAYROLL TAXES$105,601$84,481$21,120