DEERFIELD PARTNERSHIP FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DEERFIELD PARTNERSHIP FOUNDATION (EIN 05-0618950)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349102714
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T10:54:40-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050618950 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Deerfield Partnership Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DEER | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alexis Caze | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $140,535,878 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $587,435 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,067 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,067 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,134,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,134,126 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $263,499 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $559,248 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,987,138 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,695,452 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $450,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $450,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $200,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $200,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $67,536 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $67,536 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $79,084 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $79,084 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $234,592 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $64,837 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $64,837 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $365,329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $124,820 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $238,542 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,461,378 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $124,822 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,099,999 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $352,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $352,860 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,814,238 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $124,822 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,452,859 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,172,900 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,570,630 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $897,677 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $639,928 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $639,928 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $7,237 | AcctRcvblAmt |
| Acct Rcvbl EOY | $7,237 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,237 | AcctRcvblEOYFMVAmt |
| Corporate Stock EOY | $55,765 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,541 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $14,600,826 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,976,647 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $139,833,172 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,498,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,679,577 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $140,535,878 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,283 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,283 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $15,498,503 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,678,294 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,498,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,678,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,498,503 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,679,577 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,498,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,172,900 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,891 | OtherIncreasesAmt |
| Subtotal | $29,678,294 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,678,294 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Passthrough K1 Capital Gain/(Loss) | $15,134,128 | ||||||
| DEERFIELD EMPLOYEES DP LLC | -$2 | P | 2017-12-30 | 2024-10-02 | $100,000 | $100,002 | -$2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,134,126 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $216,432 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $216,432 | SubtotalAmt |
| Tax Based On Investment Income | $216,432 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $171,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $46,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $217,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,633 | EsPenaltyAmt |
| Tax Due | $1,465 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Christine Brideau | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Alexis Caze | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Andrew ElBardissi | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| James Flynn | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Chairman of the Board | 1.0 | $0 | $0 | $0 |
| Karen Heidelberger Retzler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Leslie Henshaw | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Jonathan Isler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Jana Jensen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Robert Snetiker | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Mark Veich | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 50.0 | $450,000 | $19,105 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIANNA SANTAMARIA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 Stanton Street | AddressLine1Txt |
| City | Northport | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11768 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $200,000 | CompensationAmt |
| Employee Benefits | $14,122 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive Ste 302 | Fairfield | CT | 06824 | Administrative | $223,607 |
| Eva Garland Consulting | |||||
| 4242 Six Forks Road Suite 900 | Raliegh | NC | 27609 | Philanthropic | $54,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,757 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $435,828 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $139,906,888 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $140,348,473 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $140,348,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,105,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $138,243,246 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,912,162 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,912,162 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $216,432 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $216,432 | TotalTaxAmt |
| Distributable Before Adj | $6,695,730 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $6,891 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,702,621 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,702,621 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,452,859 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,452,859 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,702,621 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $774,134 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,304,096 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,021,647 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,454,868 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $6,554,745 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,452,859 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,452,859 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,249,762 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,249,762 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,304,983 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,304,983 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,304,983 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | James Flynn | ContributingManagerNm |
| Contributing Manager | Leslie Henshaw | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A-Z CHILDREN LIMITED | ||||||||||||
| 54 PEMBROKE RD | DUBLIN | BALLSBRIDGE | EI | 4 | N/A | PC | Scaling up maternal and child health care and emergency pediatric services in the Nansana Municipality, Uganda | $129,935 | ||||
| AMERICAN CANCER SOCIETY | ||||||||||||
| N/A | PC | Charitable Event | $126 | 132 WEST 32ND ST | NEW YORK | NY | 10001 | |||||
| AMERICAN NATIONAL RED CROSS INTERNATIONAL RESPONSE | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | PO BOX 37243 | WASHINGTON | DC | 20013 | |||||
| AMERICAN SOCIETY OF HEMATOLOGY INC | ||||||||||||
| N/A | PC | General & Unrestricted | $125,000 | 2021 L ST NW STE 900 | WASHINGTON | DC | 20036 | |||||
| ANNIETOBER 365 FOUNDATION | ||||||||||||
| N/A | PC | General & Unrestricted | $250 | 12 RIDGEWOOD DR | LIVINGSTON | NJ | 07039 | |||||
| BINGHAMTON UNIVERSITY | ||||||||||||
| N/A | GOV | General & Unrestricted | $100 | 4400 VESTAL PKWY EAST | BINGHAMTON | NY | 13902 | |||||
| BROOKLYN BRIDGE PARK CONSERVANCY INC | ||||||||||||
| N/A | PC | General & Unrestricted | $100 | 334 FURMAN ST | BROOKLYN | NY | 11201 | |||||
| BROOKLYN FRIENDS SCHOOL | ||||||||||||
| N/A | PC | General & Unrestricted | $375 | 375 PEARL ST | BROOKLYN | NY | 11201 | |||||
| CHADTOUGH DEFEAT DIPG FOUNDATION | ||||||||||||
| N/A | PC | General & Unrestricted | $1,000 | PO BOX 907 | SALINE | MI | 48176 | |||||
| CHAMINADE HIGH SCHOOL | ||||||||||||
| N/A | PC | General & Unrestricted | $250 | 340 JACKSON AVE | MINEOLA | NY | 11501 | |||||
| CHANGE REACTION | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 15301 VENTURA BLVD STE B570 | SHERMAN OAKS | CA | 91403 | |||||
| CHILDRENS BRAIN TUMOR FOUNDATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 1460 BROADWAY | NEW YORK | NY | 10036 | |||||
| CITYMEALS-ON-WHEELS | ||||||||||||
| N/A | PC | General & Unrestricted | $250 | 355 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | |||||
| COLUMBIA COUNTY YOUTH THEATRE INC | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 45 PAYN AVE | CHATHAM | NY | 12037 | |||||
| COVENANT HOUSE | ||||||||||||
| N/A | PC | General & Unrestricted | $250 | 5 PENN PLZ | NEW YORK | NY | 10001 | |||||
| CROSSROADS4HOPE | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 3 CROSSROADS DR | BEDMINSTER | NJ | 07921 | |||||
| DAMON RUNYON CANCER RESEARCH FND | ||||||||||||
| N/A | PC | Charitable Event | $10,000 | 1 EXCHANGE PLZ STE 302 | NEW YORK | NY | 10006 | |||||
| DANIEL W OFFIT FUND TO FIGHT GLIOBLASTOMA INC | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 485 LEXINGTON AVE FL 24 | NEW YORK | NY | 10017 | |||||
| DONT EVER GIVE UP INC | ||||||||||||
| N/A | SO I | General & Unrestricted | $275 | 14600 WESTON PKWY | CARY | NC | 27513 | |||||
| EDEN AUTISM SERVICES INC | ||||||||||||
| N/A | PC | General & Unrestricted | $250 | 2 MERWICK RD | PRINCETON | NJ | 08540 | |||||
| FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $250 | 40 RICHARDS AVE | NORWALK | CT | 06854 | |||||
| FAMILY & CHILDRENS SERVICE INC OF MONMOUTH COUNTY | ||||||||||||
| N/A | PC | General & Unrestricted | $100 | 191 BATH AVE | LONG BRANCH | NJ | 07740 | |||||
| FEEDING WESTCHESTER INC | ||||||||||||
| N/A | PC | General & Unrestricted | $132 | 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | |||||
| FLOATING HOSPITAL INC | ||||||||||||
| N/A | PC | General & Unrestricted | $100 | 2101 41ST AVE | LONG IS CITY | NY | 11101 | |||||
| FOODBANK OF MONMOUTH AND OCEAN COUNTIES INC | ||||||||||||
| N/A | PC | General & Unrestricted | $150 | 3300 RTE 66 | NEPTUNE | NJ | 07753 | |||||
| FORDHAM UNIVERSITY | ||||||||||||
| N/A | PC | General & Unrestricted | $50 | 45 COLUMBUS AVE 8TH FL | NEW YORK | NY | 10023 | |||||
| GABRIELLES ANGEL FOUNDATION FOR CANCER RESEARCH IN | ||||||||||||
| N/A | PC | General & Unrestricted | $25,000 | 430 W 14TH ST FL 5 | NEW YORK | NY | 10014 | |||||
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||||||
| N/A | PC | General & Unrestricted | $100 | 322 W LAMAR ST | AMERICUS | GA | 31709 | |||||
| HEALTH AND EDUCATION FOR ALL | ||||||||||||
| N/A | PC | General & Unrestricted | $250 | 311 BEDFORD ST | LEXINGTON | MA | 02420 | |||||
| HEALTH EQUITY INTERNATIONAL | ||||||||||||
| N/A | PC | General & Unrestricted | $208 | 40 GLEN AVE | NEWTON | MA | 02459 | |||||
| HIGH & MIGHTY THERAPEUTIC RIDING AND DRIVING CENTE | ||||||||||||
| N/A | PC | General & Unrestricted | $517 | 71 COUNTY RTE 21C | GHENT | NY | 12075 | |||||
| HOWARD UNIVERSITY | ||||||||||||
| N/A | PC | General & Unrestricted | $250 | 2244 10TH ST ROOM 302 | WASHINGTON | DC | 20059 | |||||
| HUDSON RIVER COMMUNITY SAILING INC | ||||||||||||
| N/A | PC | General & Unrestricted | $100 | PO BOX 20677 | NEW YORK | NY | 10011 | |||||
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||||||
| N/A | PC | General & Unrestricted | $250 | 200 CONNECTICUT AVE STE 4E | NORWALK | CT | 06854 | |||||
| LEUKEMIA & LYMPHOMA SOCIETY INC | ||||||||||||
| N/A | PC | General & Unrestricted | $100 | 9150 CHESAPEAKE DR STE 100 | SAN DIEGO | CA | 92123 | |||||
| LTP FOUNDATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $1,000 | 195 MEADOWVIEW AVE | HEWLETT | NY | 11557 | |||||
| MACAULAY HONORS COLLEGE FOUNDATION | ||||||||||||
| N/A | PC | General & Unrestricted | $1,000 | 35 W 67TH ST | NEW YORK | NY | 10023 | |||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER The Societ | ||||||||||||
| N/A | PC | General & Unrestricted | $550 | PO BOX 27106 | NEW YORK | NY | 10087 | |||||
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | ||||||||||||
| N/A | PC | General & Unrestricted | $1,676 | GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | |||||
| MID-ISLAND Y JEWISH COMMUNITY CENTER INC | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 45 MANETTO HILL RD | PLAINVIEW | NY | 11803 | |||||
| MIRACLEFEET | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 107 CONNOR DR STE 230 | CHAPEL HILL | NC | 27514 | |||||
| NATIONAL DOWN SYNDROME SOCIETY | ||||||||||||
| N/A | PC | General & Unrestricted | $2,174 | 1155 15TH ST NW STE 540 | WASHINGTON | DC | 20005 | |||||
| NEW YORK CARES INC | ||||||||||||
| N/A | PC | FY24 CORP Engagement project | $10,000 | 39 BROADWAY 27TH FL | NEW YORK | NY | 10006 | |||||
| NEW YORK CARES INC | ||||||||||||
| N/A | PC | General & Unrestricted | $292 | 39 BROADWAY 27TH FL | NEW YORK | NY | 10006 | |||||
| NORTHWELL HEALTH FOUNDATION | ||||||||||||
| N/A | PC | Charitable Event | $5,000 | 2000 MARCUS AVE 2ND FL | NEW HYDE PARK | NY | 11042 | |||||
| NYC MUSEUM SCHOOL PARENT-TEACHER ASSOCIATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $100 | 333 W 17TH ST ROOM 222 | NEW YORK | NY | 10011 | |||||
| PHILLIPS EXETER ACADEMY | ||||||||||||
| N/A | PC | General & Unrestricted | $200 | 20 MAIN ST | EXETER | NH | 03833 | |||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||||||
| N/A | PC | General & Unrestricted | $200 | PO BOX 97166 | WASHINGTON | DC | 20090 | |||||
| PS 126 MANHATTAN ACADEMY OF TECHNOLOGY PARENTS ASS | ||||||||||||
| N/A | PC | General & Unrestricted | $300 | BANGHEE CHI 80 CATHERINE ST | NEW YORK | NY | 10038 | |||||
| RESCUE DOGS ROCK INC | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 60 E 88TH ST | NEW YORK | NY | 10128 | |||||
| RUMSON COUNTRY DAY SCHOOL | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 35 BELLEVUE AVE | RUMSON | NJ | 07760 | |||||
| SAVE THE CHILD FOUNDATION | ||||||||||||
| N/A | PC | General & Unrestricted | $100 | PO BOX 2613 | FRISCO | TX | 75034 | |||||
| SHARE OUR STRENGTH | ||||||||||||
| N/A | PC | General & Unrestricted | $200 | PO BOX 758644 | TOPEKA | KS | 66675 | |||||
| SMILE TRAIN INC | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | PO BOX 96231 | WASHINGTON | DC | 20090 | |||||
| SOUTHERN POVERTY LAW CENTER INC | ||||||||||||
| N/A | PC | General & Unrestricted | $125 | 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | |||||
| SPONSORS FOR EDUCATIONAL OPPORTUNITY INC | ||||||||||||
| N/A | PC | Charitable Event | $25,000 | 55 EXCHANGE PL | NEW YORK | NY | 10005 | |||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 3750 NW 87TH AVE STE 100 | DORAL | FL | 33178 | |||||
| THE FISTULA FOUNDATION | ||||||||||||
| N/A | PC | General & Unrestricted | $125 | 1700 THE ALAMEDA STE 300 | SAN JOSE | CA | 95126 | |||||
| THE MATTHEW LARSON FOUNDATION FOR PEDIATRIC BRAIN | ||||||||||||
| N/A | PC | General & Unrestricted | $550 | 965 LILY POND LN | FRANKLIN LKS | NJ | 07417 | |||||
| TOGETHER WE RISE CORPORATION | ||||||||||||
| N/A | PC | General & Unrestricted | $200 | 560 W LAMBERT RD | BREA | CA | 92821 | |||||
| UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 40 RECTOR ST 4TH FL | NEW YORK | NY | 10006 | |||||
| UNIVERSITY OF FLORIDA FOUNDATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $100 | PO BOX 14425 | GAINESVILLE | FL | 32604 | |||||
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | US BANK LOCKBOX 78807 | MILWAUKEE | WI | 53278 | |||||
| VISION RESCUE | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | PO BOX 10448 | HOUSTON | TX | 77206 | |||||
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||||||
| N/A | PC | General & Unrestricted | $250 | PO BOX 96538 | WASHINGTON | DC | 20090 | |||||
| YOUNG MENS CHRISTIAN ASSOCIATION YOUNGSTOWN OH | ||||||||||||
| N/A | PC | General & Unrestricted | $500 | 17 N CHAMPION ST | YOUNGSTOWN | OH | 44503 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $352,860 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,067 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,134,126 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$313,249 | 14 | $559,248 |
| Federal Tax Refund | 01 | $17,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$313,249 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,712,952 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,399,703 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (32 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Anderman Jared | |||||||
| 1 | 8 Piney Point Ave | Croton On Hudson | NY | 10128 | $9,300 | Yes (X) | |
| Anderson Sumner | |||||||
| 2 | 14 East 90th Street Apt 7C | New York | NY | 10128 | $15,000 | Yes (X) | |
| Aprilakis Konstantinos | |||||||
| 3 | 345 Park Ave South | New York | NY | 10010 | $10,000 | Yes (X) | |
| Atinsky Lawrence | |||||||
| 4 | 122 E 82nd Street Apt 3A | New York | NY | 10028 | $10,000 | Yes (X) | |
| Bergen Michael | |||||||
| 5 | 5 Canoe Trail | Darien | CT | 06820 | $10,000 | Yes (X) | |
| Bishop Nicholas | |||||||
| 6 | 217 W 110th St Apt 9 | New York | NY | 10026 | $6,500 | Yes (X) | |
| Bizoza Brian | |||||||
| 7 | 357 Henry St | Brooklyn | NY | 11201 | $35,000 | Yes (X) | |
| Carnevale Marissa | |||||||
| 8 | 345 Park Avenue South | New York | NY | 10010 | $10,000 | Yes (X) | |
| Caze Alexis | |||||||
| 9 | 345 Park Avenue South | New York | NY | 10010 | $15,000 | Yes (X) | |
| Clark David | |||||||
| 10 | 336 East 53rd Steet 5th Floor | New York | NY | 10022 | $30,000 | Yes (X) | |
| ElBardissi Andrew | |||||||
| 11 | 290 Third Avenue Apt 23B | New York | NY | 10010 | $10,000 | Yes (X) | |
| Farrell Michael | |||||||
| 12 | 106 Connelly Avenue | Budd Lake | NJ | 07828 | $15,000 | Yes (X) | |
| Furst Howie | |||||||
| 13 | 7 Luckenbach Lane | Port Washington | NY | 11050 | $30,000 | Yes (X) | |
| Gaddy Vicky | |||||||
| 14 | 56 Gansett Court | Long Branch | NJ | 07740 | $10,000 | Yes (X) | |
| Grossman Adam | |||||||
| 15 | 7609 Rossdhu Ct | Chevy Chase | MD | 20815 | $22,357 | Yes (X) | Yes (X) |
| Heidelberger Retzler Karen | |||||||
| 16 | 315 East 83rd Street PH2 | New York | NY | 10028 | $15,000 | Yes (X) | |
| Henshaw Leslie | |||||||
| 17 | 22 Garden Place | Brooklyn | NY | 11201 | $25,000 | Yes (X) | |
| Isler Jonathan | |||||||
| 18 | 345 Park Avenue South | New York | NY | 10010 | $8,552 | Yes (X) | Yes (X) |
| Karnal Terence | |||||||
| 19 | 604 Madison St | Hoboken | NJ | 07030 | $11,000 | Yes (X) | |
| Kometz Avi | |||||||
| 20 | 565 Broome Street S22A | New York | NY | 10013 | $20,000 | Yes (X) | |
| Leahy Tim | |||||||
| 21 | 345 Park Avenue South | New York | NY | 10010 | $20,000 | Yes (X) | |
| Leff Jonathan | |||||||
| 22 | 102 Cliff Avenue | Pelham | NY | 10803 | $24,995 | Yes (X) | |
| Mellet Vincent | |||||||
| 23 | 24 Locust Lane | Rye | NY | 10580 | $15,000 | Yes (X) | |
| Pearlberg Joe | |||||||
| 24 | 345 Park Avenue South | New York | NY | 10010 | $5,000 | Yes (X) | |
| Pearson Jennifer | |||||||
| 25 | 65 Nelson Road | Scarsdale | NY | 10583 | $5,000 | Yes (X) | |
| Ramos Jonathan | |||||||
| 26 | 26 Manor Road | Wyckoff | NJ | 07481 | $10,000 | Yes (X) | |
| Sendrowski Bryan | |||||||
| 27 | 5 Stony Point Rd | Oakland | NJ | 07436 | $15,000 | Yes (X) | |
| Slattery William | |||||||
| 28 | 780 Third Avenue 37th Floor | New York | NY | 10017 | $50,000 | Yes (X) | |
| Snetiker Robert | |||||||
| 29 | 330 W 58th St Apt 16K | New York | NY | 10019 | $8,500 | Yes (X) | |
| Stornello Angelo | |||||||
| 30 | 3502 Knight Street | Oceanside | NY | 11572 | $5,000 | Yes (X) | |
| Takats Paul | |||||||
| 31 | 695 Washington St 2A | New York | NY | 10014 | $12,000 | Yes (X) | |
| Wheeler Cameron | |||||||
| 32 | 114 W 73rd St Apt A | New York | NY | 10023 | $10,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 15 | APPLE INC AAPL, 60 sh. | $15,273 | 2024-12-23 |
| 15 | UNION PACIFIC UNP, 15 sh. | $3,392 | 2024-12-23 |
| 15 | MICROSOFT CORP MSFT, 6 sh. | $2,611 | 2024-12-23 |
| 18 | BROOKFIELD CORP ORD SHS CL A BN, 96 sh. | $5,048 | 2024-10-09 |
| 18 | ALPHABET INC CL C GOOG, 15 sh. | $2,505 | 2024-11-22 |
| 22 | LENNOX INTL INC LII, 40 sh. | $24,995 | 2024-12-20 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL C | $2,505 | $2,857 |
| APPLE INC | $15,273 | $15,025 |
| BROOKFIELD CORP ORD SHS CL A | $5,048 | $5,515 |
| LENNOX INTL INC | $24,995 | $24,371 |
| MICROSOFT CORP | $2,611 | $2,529 |
| TOAST INC | $1,941 | $1,823 |
| UNION PACIFIC | $3,392 | $3,421 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORVENT MEDICAL, INC | $500,000 | $500,000 |
| CORVENT MEDICAL, INC SERIES SE | $120,000 | $120,000 |
| DEERFIELD HEALTHCARE INNOVATIO | $25,638,821 | $131,170,000 |
| DEERFIELD MGMT HIF II, LP | $0 | $0 |
| DEERFIELD MGMT III LP | $733,988 | $217,971 |
| DEERFIELD MGMT IV LP | $605,241 | $6,017,186 |
| DEERFIELD MGMT LP | $1,378,597 | $1,558,947 |
| DEERFIELD MGMT V LP | $0 | $249,068 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $223,607 | $223,607 | |
| Bank Charges | $679 | $679 | |
| Digital Subscriptions | $1,716 | $1,716 | |
| Foundation Dues & Memberships | $2,252 | $2,252 | |
| Insurance Premiums | $20 | $20 | |
| K-1 Exp DEERFIELD EMPLOYEES DP | $6 | $6 | |
| K-1 Exp DEERFIELD MGMT III LP | $82,691 | $82,422 | |
| K-1 Exp DEERFIELD MGMT IV LP | $33,736 | $33,038 | |
| K-1 Exp DEERFIELD MGMT LP | $8,675 | $8,675 | |
| MISC OPERATIONAL EXPENSES | $1,000 | ||
| Office Supplies | $4,211 | $4,211 | |
| Payroll Processing Fees | $4,920 | $4,920 | |
| Postage/Delivery Service | $316 | $316 | |
| State or Local Filing Fees | $1,500 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss DEERFIELD EMPLOYEES DP LLC | $2,534 | $2,534 |
| K-1 Inc/Loss DEERFIELD HEALTHCARE INNOVATIONS FUN | $33,652 | $33,652 |
| K-1 Inc/Loss DEERFIELD MGMT III LP | $73,835 | $198,993 |
| K-1 Inc/Loss DEERFIELD MGMT IV LP | -$20,799 | $167,292 |
| K-1 Inc/Loss DEERFIELD MGMT LP | $156,777 | $156,777 |
| Federal Tax Refund | $17,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $6,891 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Philanthropic Consulting Srvcs | $50,800 | $50,800 |
| MARKETING SERVICES | $28,284 | $28,284 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $171,600 | |
| 990-PF Excise Tax for 2023 | $62,740 | |
| Foreign Tax Paid | $2 | $2 |
| State Income Tax 2023 | $250 |