INSTITUTE FOR THE STUDY OF AGING INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR THE STUDY OF AGING INC (EIN 13-4024149)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-08
- IRS object ID
- 201633139349100523
- Schema version
- 2015v2.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-08T09:30:46-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William A Ward CPA | PreparerPersonNm |
| PTIN | P01200939 | PTIN |
| Phone | 9147695005 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $5,581,409 | 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 | $6,132 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,132 | InterestOnSavNetInvstIncmAmt |
| Other Income Rev And Expnss | $70,500 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,466,738 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,132 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $466,752 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $465,226 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,176,607 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,110,715 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $568,398 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $568,398 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $277,655 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $269,923 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $79,017 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $83,870 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $311,224 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $324,931 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $180 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $59,210 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $299,076 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $315,036 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $29,438 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $36,184 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,721 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $7,721 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $201,665 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $202,887 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,476,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,384,891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,476,943 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,384,891 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,205 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,132 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $119,119 | CashBOYAmt |
| Cash EOY | $115,579 | CashEOYAmt |
| Cash EOYFMV | $115,579 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,220,196 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,180,598 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,180,598 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $18,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $24,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $18,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $18,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $5,630 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $47,787 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $47,787 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,799,972 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,749,528 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,749,528 | USGovtObligationsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $408,489 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $224,919 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $152,060 | LandBOYAmt |
| Land EOY | $183,570 | LandEOYAmt |
| Land EOYFMV | $183,570 | LandEOYFMVAmt |
| Other Assets BOY | $286,347 | OtherAssetsBOYAmt |
| Other Assets EOY | $286,347 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $286,347 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,607,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,581,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,581,409 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $347,442 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $400,008 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,777,964 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,710,797 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,125,406 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,110,805 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,974,880 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,958,668 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $1,507,038 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $1,511,936 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,481,918 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,470,604 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,607,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,581,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,481,918 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,205 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,471,713 | SubtotalAmt |
| Other Decreases | $1,109 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,470,604 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,233,265 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,807,438 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.67256 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,335,914 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,603,965 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.72457 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,198,086 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,700,940 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.18406 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,558,583 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,023,267 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.50783 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,067,321 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,615,795 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.12488 | DistributionYr5Rt |
| Total Distribution | 5.213902 | TotalDistributionRt |
| Average Distribution | 1.042780 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,032,611 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,247,906 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $61 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,247,967 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,475,611 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $123 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $123 | SubtotalAmt |
| Tax Based On Investment Income | $123 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $123 | 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 | $466,752 | $272,030 |
| Dave 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 |
|---|---|---|---|---|---|---|---|
| DIANE BARTIROMO | |||||||
| 57 WEST 57TH ST | NEW YORK | NY | 10019 | ASST DIR FINANCE | 40.00 | $78,795 | $27,578 |
| DIANA SHINEMANGUSTAFSON | |||||||
| 57 WEST 57TH ST | NEW YORK | NY | 10019 | DIR SCIENT AFFAIRS | 40.00 | $110,849 | $38,797 |
| LAUREN FRIEDMAN | |||||||
| 57 WEST 57TH ST | NEW YORK | NY | 10019 | ASST DIR SCIENTIFI | 40.00 | $71,400 | $24,990 |
| HEATHER PAUL | |||||||
| 57 WEST 57TH ST | NEW YORK | NY | 10019 | VP PHILANTHROPY | 40.00 | $225,000 | $78,750 |
| ASPASIA MOUNDROS | |||||||
| 57 WEST 57TH ST | NEW YORK | NY | 10019 | SR EXEC ASST & OP | 40.00 | $73,440 | $25,704 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 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 | $138,790 |
| BENCIVENGA WARD & COMPANY CPAS | |||||
| 420 COLUMBUS AVENUE SUITE 304 | VALHALLA | NY | 10595 | AUDIT | $78,870 |
| ALLAN GREEN | |||||
| ONE MIFFLIN PLACE | CAMBRIDGE | MA | 02138 | LEGAL | $108,360 |
| ROCHELLE BLOOM | |||||
| 875 FIFTH AVENUE APT 11F | NEW YORK | NY | 10065 | EVENTS CONSULTANT | $60,000 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,130,522 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $461,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $517,704 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,109,250 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,109,250 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,639 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,032,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $251,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $251,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $123 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $123 | TotalTaxAmt |
| Distributable Before Adj | $251,508 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $251,508 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $251,508 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,384,891 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $90,720 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,475,611 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,475,611 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $251,508 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,886,571 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,407,452 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,063,063 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,105,810 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,992,970 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,455,866 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,475,611 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $251,508 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,224,103 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,679,969 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,886,571 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,793,398 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,407,452 | ExcessFromYear4Amt |
| Excess From Year3 | $3,063,063 | ExcessFromYear3Amt |
| Excess From Year2 | $3,105,810 | ExcessFromYear2Amt |
| Excess From Year1 | $2,992,970 | ExcessFromYear1Amt |
| Excess From Current Year | $3,224,103 | 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 | $6,132 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI INCOME PARTICIPATIO | Desc |
| Related Or Exempt Function Incm | $70,500 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,132 | ExclusionAmt |
| Related Or Exempt Function Incm | $70,500 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,632 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | 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. | RelationshipStatementTxt |
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 | $79,017 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $83,870 | 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 | $174,980 | $135,287 | $39,693 | $39,693 |
| Machinery and Equipment | $91,592 | $63,349 | $28,243 | $28,243 |
| Improvements | $141,917 | $26,283 | $115,634 | $115,634 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL LEGAL FEES | CategoryTxt |
| Legal Fees | $277,655 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $269,923 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRI-Comentis | $199,578 | $199,578 | $199,578 |
| Security deposits | $86,769 | $86,769 | $86,769 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $1,109 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Computer Maintenance, Website etc. | $57,550 | $55,825 |
| Credit Card/Bank Charges | $31,434 | $31,434 |
| Dues and subscriptions | $3,588 | $3,488 |
| Equipment rentals | $5,432 | $5,432 |
| Filing fees | $1,827 | $1,827 |
| Insurance | $18,306 | $18,306 |
| Miscellaneous | $5,998 | $9,600 |
| Office cleaning | $15,601 | $15,601 |
| Office Supplies | $23,140 | $19,603 |
| Postage, mailings and delivery | $3,586 | $6,357 |
| Research | $7,890 | $9,310 |
| Staff development | $5,256 | $5,256 |
| Telephone | $22,057 | $20,848 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI INCOME PARTICIPATIO | Desc |
| Revenue And Expenses Per Books | $70,500 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $70,500 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED RENT | $19,749 | $3,789 |
| ACCRUED RETIREMENT BENEFITS | $1,625,000 | $1,625,000 |
| DUE TO ALZHEIMER'S DRUG FOUNDATION USA | $113,215 | $82,008 |
| DUE TO ALZHEIMER'S DRUG FOUNDATION CANAD | $20,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTANTS | $78,218 | $0 | $0 | $78,218 |
| PUBLIC RELATIONS | $137,001 | $0 | $0 | $150,708 |
| REBRANDING CONSULTANTS | $37,600 | $0 | $0 | $37,600 |
| RECRUITMENT | $58,405 | $0 | $0 | $58,405 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $180 | Amt |