INSTITUTE FOR THE STUDY OF AGING INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR THE STUDY OF AGING INC (EIN 13-4024149)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-08
- IRS object ID
- 201833129349100898
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-08T13:00:12-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133274930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bencivenga Ward & Company CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 Columbus Avenue Suite 304 | AddressLine1Txt |
| City | Valhalla | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105951382 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134024149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR THE STUDY OF AGING | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 2129018000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WEST 57TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD FILLIT MD | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2018-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leonard J Bencivenga CPA | PreparerPersonNm |
| PTIN | P00116788 | PTIN |
| Phone | 9147695005 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,340,016 | 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 | $3,390,106 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28,297 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,297 | InterestOnSavNetInvstIncmAmt |
| Other Income Rev And Expnss | $41,908 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,460,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,297 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $502,364 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $502,364 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,083,525 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,021,057 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $854,074 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $854,074 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $194,095 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $174,249 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $102,778 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $60,617 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $394,377 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $446,833 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $51,432 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $307,165 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $291,033 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,896 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,229 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $193,330 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $180,949 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $309,625 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $268,934 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,997,661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,806,339 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,997,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,806,339 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$537,350 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,297 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,929 | CashBOYAmt |
| Cash EOY | $84,622 | CashEOYAmt |
| Cash EOYFMV | $84,622 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,961,866 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,831,321 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,831,321 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $24,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $12,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $24,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $24,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,021 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,227 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,227 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,503,452 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,178,602 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,178,602 | USGovtObligationsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $465,875 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $336,400 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $139,599 | LandBOYAmt |
| Land EOY | $129,475 | LandEOYAmt |
| Land EOYFMV | $129,475 | LandEOYFMVAmt |
| Other Assets BOY | $86,769 | OtherAssetsBOYAmt |
| Other Assets EOY | $86,769 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $86,769 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,725,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,340,016 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,340,016 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $404,987 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $544,079 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,700,712 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,711,761 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,105,699 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,255,840 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,101,623 | UnrestrictedBOYAmt |
| Unrestricted EOY | $548,350 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $1,518,314 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $1,535,826 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,619,937 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,084,176 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,725,636 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,340,016 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,619,937 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$537,350 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,589 | OtherIncreasesAmt |
| Subtotal | $2,084,176 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,084,176 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,955,541 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,508,169 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.87742 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,475,611 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,032,611 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.69062 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,233,265 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,807,438 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.67256 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,335,914 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,603,965 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.72457 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,198,086 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,700,940 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.18406 | DistributionYr5Rt |
| Total Distribution | 4.149227 | TotalDistributionRt |
| Average Distribution | 0.829845 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,384,856 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,638,751 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $283 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,639,034 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,847,647 | 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 | $283 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $283 | SubtotalAmt |
| Tax Based On Investment Income | $283 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $283 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | www.alzdiscovery.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ETHAN HUTCHINSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129018000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WEST 57TH STREET 904 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Ronald S Lauder | |||||||
| 767 Fifth Avenue 40th Floor | New York | NY | 10153 | Co-Pres / Dir | 1.00 | $0 | |
| Leonard A Lauder | |||||||
| 767 Fifth Avenue 40th Floor | New York | NY | 10153 | Co-Pres / Dir | 1.00 | $0 | |
| Carol S Boulanger | |||||||
| 767 5th Avenue 40th Floor | New York | NY | 10153 | VP/Director | 1.00 | $0 | |
| Howard M Fillit MD | |||||||
| 57 West 57th Street Ste 904 | New York | NY | 10019 | Exec Dir/Dir | 8.00 | $502,364 | $175,827 |
| David H Gerson | |||||||
| 767 Fifth Avenue 40th Floor | New York | NY | 10153 | VP/ Director | 1.00 | $0 | |
| Kevin Dieterich | |||||||
| 767 Fifth Avenue 40th Floor | New York | NY | 10153 | Treasurer | 1.00 | $0 | |
| Lisa Somar | |||||||
| 767 Fifth Avenue 40th Floor | New York | NY | 10153 | Asst Treas & Se | 1.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| GIORGIO ZEOLLA | |||||||
| 57 WEST 57TH ST | NEW YORK | NY | 10019 | FUNDRAISING | 40.00 | $156,818 | $54,886 |
| MARK ROITHMAYR | |||||||
| 57 WEST 57TH ST | NEW YORK | NY | 10019 | ADMIN/FD RAISING | 40.00 | $475,000 | $166,250 |
| JENNIFER ISELIN | |||||||
| 57 WEST 57TH ST | NEW YORK | NY | 10019 | FUNDRAISING | 40.00 | $127,400 | $44,590 |
| DIANE BARTIROMO | |||||||
| 57 WEST 57TH ST | NEW YORK | NY | 10019 | CONTROLLER | 40.00 | $89,700 | $31,395 |
| KRISHNA KNABE | |||||||
| 57 WEST 57TH ST | NEW YORK | NY | 10019 | PR/COMM | 40.00 | $104,400 | $36,540 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SIMPSON THACHER & BARTLETT LLP | |||||
| 425 LEXINGTON AVENUE | NEW YORK | NY | 10017 | LEGAL | $81,547 |
| ALLAN GREEN | |||||
| ONE MIFFLIN PLACE | CAMBRIDGE | MA | 02138 | LEGAL | $88,560 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,972,434 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $257,725 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $221,471 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,451,630 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,451,630 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,384,856 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,243 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,243 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $283 | TotalTaxAmt |
| Distributable Before Adj | $218,960 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $218,960 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $218,960 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,806,339 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $41,308 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,847,647 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $283 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,847,364 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $218,960 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,063,063 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,105,810 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,992,970 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,224,103 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,730,283 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,116,229 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,847,647 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $218,960 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,628,687 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,744,916 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,063,063 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,681,853 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,105,810 | ExcessFromYear4Amt |
| Excess From Year3 | $2,992,970 | ExcessFromYear3Amt |
| Excess From Year2 | $3,224,103 | ExcessFromYear2Amt |
| Excess From Year1 | $3,730,283 | ExcessFromYear1Amt |
| Excess From Current Year | $3,628,687 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,297 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| AMEX SAVINGS AT WORK | $12,908 | |
| PRI INCOME PARTICIPATIO | $29,000 | |
| PROGRAM RELATED INVESTMEN |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,205 | ExclusionAmt |
| Related Or Exempt Function Incm | $29,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,205 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11b | THE INSTITUTE RECEIVED INCOME FROM A PROGRAM RELATED INVESTMENT ("PRI"). THIS INCOME WAS USED TO PAY FOR CERTAIN EXPENSES OF THE ALZHEIMER'S DRUG DISCOVERY FOUNDATION, A TAX-EXEMPT 501(C)(3) PUBLIC CHARITY, WHICH IS RELATED TO THE INSTITUTE BY COMMON BOARD MEMBERS AND ADMINISTRATORS. |
| 11c | THE INSTITUTE INCURRED GAINS RELATED TO A PROGRAM RELATED INVESTMENT. |
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 | ESTEE LAUDER CHARITABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 767 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,390,106 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING, AUDIT & TAX | CategoryTxt |
| Amt | $102,778 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $60,617 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $181,440 | $176,033 | $5,407 | $5,407 |
| Machinery and Equipment | $112,952 | $82,398 | $30,554 | $30,554 |
| Improvements | $171,483 | $77,969 | $93,514 | $93,514 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL LEGAL FEES | CategoryTxt |
| Legal Fees | $194,095 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $174,249 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security Deposit | Desc |
| BOY Book Value | $86,769 | BOYBookValueAmt |
| EOY Book Value | $86,769 | EOYBookValueAmt |
| EOYFMV | $86,769 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Computer Maintenance, Website etc. | $62,358 | $53,704 |
| Credit Card/Bank Charges | $37,787 | $37,787 |
| Development | $63,896 | $63,896 |
| Dues and subscriptions | $2,240 | $2,240 |
| Filing fees | $510 | $510 |
| Insurance | $18,356 | $17,558 |
| Meals and Entertainment | $8,371 | $3,426 |
| Miscellaneous | $3,023 | $3,814 |
| Office Maintenance | $18,413 | $3,630 |
| Office Supplies | $47,627 | $35,432 |
| Stationary, design and printing | $8,080 | $8,080 |
| Telephone | $28,408 | $28,301 |
| Utilities | $10,556 | $10,556 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| AMEX SAVINGS AT WORK | $12,908 | |
| PRI INCOME PARTICIPATIO | $29,000 | $29,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO ALZHEIMER'S DRUG FOUNDATION | Desc |
| BOY Book Value | $75,712 | BOYBookValueAmt |
| EOY Book Value | $86,761 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTANTS | $115,630 | $0 | $0 | $175,465 |
| PUBLIC RELATIONS | $274,611 | $0 | $0 | $267,232 |
| RECRUITMENT | $4,136 | $0 | $0 | $4,136 |