INSTITUTE FOR THE STUDY OF AGING INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR THE STUDY OF AGING INC (EIN 13-4024149)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201713189349102211
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- 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 | 2017-11-14T12:35:57-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 2016-01-01 | 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 | 2017-11-14 | 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 | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,725,636 | 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 | $7,490 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,490 | InterestOnSavNetInvstIncmAmt |
| Other Income Rev And Expnss | -$210,067 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,187,529 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,490 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $485,422 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $485,422 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,525,677 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,564,309 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $708,616 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $708,616 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $234,427 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $249,042 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,204 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $59,204 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $369,442 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $304,290 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $60,049 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $268,074 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $241,675 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,410 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,656 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $119,715 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $119,518 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $202,932 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $198,231 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,034,968 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,931,963 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,042,468 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,939,463 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$854,939 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,490 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $115,579 | CashBOYAmt |
| Cash EOY | $15,929 | CashEOYAmt |
| Cash EOYFMV | $15,929 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,180,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,961,866 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,961,866 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $12,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $18,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $12,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $12,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $47,787 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,021 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,021 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,749,528 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,503,452 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,503,452 | USGovtObligationsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $424,568 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $284,969 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $183,570 | LandBOYAmt |
| Land EOY | $139,599 | LandEOYAmt |
| Land EOYFMV | $139,599 | LandEOYFMVAmt |
| Other Assets BOY | $286,347 | OtherAssetsBOYAmt |
| Other Assets EOY | $86,769 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $86,769 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,581,409 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,725,636 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,725,636 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $400,008 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $404,987 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,710,797 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,700,712 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,110,805 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,105,699 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,958,668 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,101,623 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $1,511,936 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $1,518,314 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,470,604 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,619,937 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,581,409 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,725,636 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,470,604 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$854,939 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,272 | OtherIncreasesAmt |
| Subtotal | $2,619,937 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,619,937 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,475,611 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,032,611 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.69062 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,233,265 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,807,438 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.67256 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,335,914 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,603,965 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.72457 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,198,086 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,700,940 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.18406 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,558,583 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,023,267 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.50783 | DistributionYr5Rt |
| Total Distribution | 4.779644 | TotalDistributionRt |
| Average Distribution | 0.955929 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,508,169 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,309,489 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $75 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,309,564 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,955,541 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $150 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $150 | SubtotalAmt |
| Tax Based On Investment Income | $150 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $150 | 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 | Yes (true) | 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 | 40.00 | $485,422 | $278,565 |
| 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 | $152,250 | $53,288 |
| DIANA SHINEMANGUSTAFSON | |||||||
| 57 WEST 57TH ST | NEW YORK | NY | 10019 | DIR SCIENT AFFAIRS | 40.00 | $118,673 | $41,536 |
| JENNIFER ISELIN | |||||||
| 57 WEST 57TH ST | NEW YORK | NY | 10019 | FUNDRAISING | 40.00 | $119,836 | $41,943 |
| HEATHER PAUL | |||||||
| 57 WEST 57TH ST | NEW YORK | NY | 10019 | VP PHILANTHROPY | 40.00 | $240,000 | $84,000 |
| KRISHNA KNABE | |||||||
| 57 WEST 57TH ST | NEW YORK | NY | 10019 | PR/COMM | 40.00 | $96,900 | $33,915 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 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 | $103,145 |
| ALLAN GREEN | |||||
| ONE MIFFLIN PLACE | CAMBRIDGE | MA | 02138 | LEGAL | $70,740 |
| DEVELOPMENT RESOURCE GROUP | |||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | RECRUITING FIRM | $129,900 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,142,704 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $201,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $232,390 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,576,821 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,576,821 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,652 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,508,169 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $225,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $225,408 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $150 | TotalTaxAmt |
| Distributable Before Adj | $225,258 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $225,258 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $225,258 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,939,463 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $16,078 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,955,541 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,955,541 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $225,258 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,407,452 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,063,063 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,105,810 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,992,970 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,224,103 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,793,398 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,955,541 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $225,258 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,730,283 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,523,681 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,407,452 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,116,229 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,063,063 | ExcessFromYear4Amt |
| Excess From Year3 | $3,105,810 | ExcessFromYear3Amt |
| Excess From Year2 | $2,992,970 | ExcessFromYear2Amt |
| Excess From Year1 | $3,224,103 | ExcessFromYear1Amt |
| Excess From Current Year | $3,730,283 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RESEARCH AMERICA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 222451 | AddressLine1Txt |
| City | CHANTILLY | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP | GrantOrContributionPurposeTxt |
| Amt | $7,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,490 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PRI INCOME PARTICIPATIO | -$10,489 |
| PROGRAM RELATED INVESTMEN | -$199,578 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,490 | ExclusionAmt |
| Related Or Exempt Function Incm | -$210,067 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$202,577 | 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 |
|---|---|
| 11A | 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. |
| 11B | THE INSTITUTE INCURRED LOSSES 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 | $59,204 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $59,204 | 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 | $160,284 | $21,156 | $21,156 |
| Machinery and Equipment | $101,211 | $72,559 | $28,652 | $28,652 |
| Improvements | $141,917 | $52,126 | $89,791 | $89,791 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL LEGAL FEES | CategoryTxt |
| Legal Fees | $234,427 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $249,042 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security deposits | 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 (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Computer Maintenance, Website etc. | $28,345 | $27,586 |
| Credit Card/Bank Charges | $34,982 | $34,982 |
| DEVELOPMENT | $18,201 | $18,201 |
| Dues and subscriptions | $5,512 | $5,627 |
| Filing fees | $4,812 | $4,812 |
| GIFTS TO VARIOUS CHARITIES | $920 | $202 |
| Insurance | $17,756 | $2,389 |
| Meals and Entertainment | $16,025 | $16,025 |
| Miscellaneous | $204 | $164 |
| Office Supplies | $36,078 | $40,351 |
| SMALL EQUIPMENT | $7,339 | |
| STATIONARY, DESIGN, PRINTING | $20,068 | $19,647 |
| Telephone | $877 | |
| UTILITIES | $20,029 | $20,029 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PRI INCOME PARTICIPATIO | -$10,489 | -$10,489 |
| PROGRAM RELATED INVESTMEN | -$199,578 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED RENT | $3,789 | $1,625,000 |
| ACCRUED RETIREMENT BENEFITS | $1,625,000 | $75,712 |
| DUE TO ALZHEIMER'S DRUG FOUNDATION | $82,008 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTANTS | $127,207 | $0 | $0 | $62,055 |
| PUBLIC RELATIONS | $109,679 | $0 | $0 | $109,679 |
| RECRUITMENT | $132,556 | $0 | $0 | $132,556 |