THE RITA AND ALEX HILLMAN FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: THE RITA AND ALEX HILLMAN FOUNDATION (EIN 13-2560546)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-17
IRS object ID: 202523219349101377
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
Accounting Fees Schedule
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-17T08:06:02-08:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	200494412	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Davis Ward & Hochman LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	150 E 58th St 20TH Flr	AddressLine1Txt
City	New York	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10155	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	132560546	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE RITA AND ALEX HILLMAN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	RITA	BusinessNameControlTxt
Phone	2122653115	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	200 PARK AVE SO SUITE 1705	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10003	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID GOULD	PersonNm
Person Title	President	PersonTitleTxt
Signature	2025-11-17	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	DAVID H WARD	PreparerPersonNm
PTIN	P00828789	PTIN
Phone	2122302600	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	$131,845,780	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	$250,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$3,176	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3,176	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$2,060,920	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,060,920	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$20,282,938	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$20,282,938	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$20,282,938	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$29,051	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$29,051	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$22,567,983	TotalRevAndExpnssAmt
Total Net Invst Incm	$22,317,983	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$590,300	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$22,515	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$567,785	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$204,825	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$204,825	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$108,802	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$3,300	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$105,502	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$105,976	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$21,195	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$84,781	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$522,237	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$320,167	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$202,070	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$47,312	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3,187	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$44,125	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$1,478	DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss	$124,280	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$18,642	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$105,638	OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss	$223,620	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$13,706	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$209,914	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,928,830	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$402,712	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,524,640	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,042,242	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,042,242	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,971,072	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$402,712	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$4,566,882	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$17,596,911	ExcessRevenueOverExpensesAmt
Net Investment Income	$21,915,271	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$118,983	CashBOYAmt
Cash EOY	$680,923	CashEOYAmt
Cash EOYFMV	$680,923	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,641,752	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$10,980,398	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$10,980,398	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$200,332	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$36,485	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$36,485	PrepaidExpensesEOYFMVAmt
Corporate Stock BOY	$8,671,489	CorporateStockBOYAmt
Corporate Bonds BOY	$4,141,543	CorporateBondsBOYAmt
Corporate Bonds EOY	$19,906,651	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$19,489,802	CorporateBondsEOYFMVAmt
Other Investments BOY	$60,896,052	OtherInvestmentsBOYAmt
Other Investments EOY	$62,069,572	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$69,253,808	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$67,684	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$63,320	LandBldgEquipAccumDeprecAmt
Land BOY	$2,814	LandBOYAmt
Land EOY	$4,364	LandEOYAmt
Land EOYFMV	$4,364	LandEOYFMVAmt
Other Assets BOY	$16,795,900	OtherAssetsBOYAmt
Other Assets EOY	$16,795,900	OtherAssetsEOYAmt
Other Assets EOYFMV	$31,400,000	OtherAssetsEOYFMVAmt
Total Assets BOY	$92,468,865	TotalAssetsBOYAmt
Total Assets EOY	$110,474,293	TotalAssetsEOYAmt
Total Assets EOYFMV	$131,845,780	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$108,802	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$117,275	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$108,802	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$117,275	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$92,360,063	CapitalStockBOYAmt
Capital Stock EOY	$110,357,018	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$92,360,063	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$110,357,018	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$92,468,865	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$110,474,293	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$92,360,063	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$17,596,911	ExcessRevenueOverExpensesAmt
Other Increases	$400,044	OtherIncreasesAmt
Subtotal	$110,357,018	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$110,357,018	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VOLUMINOUS - DETAILS AVAIL UPON REQUEST	P	2020-01-01	2024-12-12	$19,499,327	$19,499,327	$19,499,327
VOLUMINOUS - DETAILS AVAIL UPON REQUEST	P	2024-01-01	2024-12-12	$783,611	$783,611	$783,611

Field	Value	IRS element (for citing)
Capital Gain Net Income	$20,282,938	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$304,622	InvestmentIncomeExciseTaxAmt
Subtotal	$304,622	SubtotalAmt
Tax Based On Investment Income	$304,622	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$269,164	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$269,164	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$5,906	EsPenaltyAmt
Tax Due	$41,364	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

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	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	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.rahf.org	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Takouhi Mosoian	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2122653115	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 PARK AVENUE SO SUITE 1705	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10003	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	false	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 (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt
LIZANNE FONTAINE
200 Park Ave S Suite 1705	New York	NY	10003	Director	1.00	$0
KRISTEN CHOI
200 Park Ave S Suite 1705	NEW YORK	NY	10003	Director	1.00	$0
AHRIN MISHAN
200 Park Ave S Suite 1705	NEW YORK	NY	10003	VP/Sec/Ex Dir	40.00	$450,300	$66,000
DAVID GOULD
200 Park Ave S Suite 1705	NEW YORK	NY	10003	PRES. & TREASUR	1.00	$0
Peter Hammack
200 Park Ave S Suite 1705	New York	NY	10003	Director	0.00	$0
PAUL GARFINKLE
200 Park Ave S Suite 1705	NEW YORK	NY	10003	Director	1.00	$0
TAKOUHI MOSOIAN
200 Park Ave S Suite 1705	NEW YORK	NY	10003	ASST SEC/DIR OP	40.00	$140,000	$15,446
ARTHUR CHU
200 Park Ave S Suite 1705	NEW YORK	NY	10003	Director	0.00	$0
DR JENNIFER MIERES
200 Park Ave S Suite 1705	NEW YORK	NY	10003	Director	1.00	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

Field	Value	IRS element (for citing)
Person	RACHAEL A WATMAN	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3170 DUKE ROAD	AddressLine1Txt
City	POWHATAN	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23139	ZIPCd

Field	Value	IRS element (for citing)
Title	VP PROGRAMS	TitleTxt
Average Hrs Per Wk Devoted To Pos	40.00	AverageHrsPerWkDevotedToPosRt
Compensation	$116,395	CompensationAmt
Employee Benefits	$15,841	EmployeeBenefitsAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
DAVIS WARD & HOCHMAN LLP
150 E 58 STREET	NEW YORK	NY	10155	AUDIT AND TAX ACCTNG	$74,400
Goldman Sachs & Co LLC
200 WEST STREET	NEW YORK	NY	10282	INVESTMENT ADVISORY	$55,895
OFFIT CAPITAL ADVISERS
485 LEXINGTON AVENUE	NEW YORK	NY	10017	INVESTMENT ADVISORY	$250,623

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$98,427,592	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$929,583	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$99,357,175	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$99,357,175	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,490,358	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$97,866,817	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$4,893,341	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$4,893,341	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$304,622	TaxBasedOnInvestmentIncomeAmt
Total Tax	$304,622	TotalTaxAmt
Distributable Before Adj	$4,588,719	DistributableBeforeAdjAmt
Distributable Before Ded	$4,588,719	DistributableBeforeDedAmt
Distributable As Adjusted	$4,588,719	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$4,566,882	ExpensesAndContributionsAmt
Qualifying Distributions	$4,566,882	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$4,588,719	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$649,796	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,115,607	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$397,145	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$160,499	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$794,484	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$3,117,531	TotalExcessDistributionCyovAmt
Qualifying Distributions	$4,566,882	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$4,566,882	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$21,837	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$21,837	ExcessDistributionCyovAppCYAmt
Total Corpus	$3,095,694	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$627,959	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,467,735	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,115,607	ExcessFromYear4Amt
Excess From Year3	$397,145	ExcessFromYear3Amt
Excess From Year2	$160,499	ExcessFromYear2Amt
Excess From Year1	$794,484	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
INTERNATIONAL CENTER FOR PHOTOGRAPH
1114 AVENUE OF AMERICAS	NEW YORK	NY	10036	NONE	PC	SUPPORT ART OF PHOTOGRAPHY	$50,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUE	NEW YORK	NY	10028	NONE	PC	SUPPORT VISUAL ARTS	$10,000
AMERICAN ACADEMY OF NURSING
1000 NW VERMONT AVE SUITE 910	WASHINGTON	DC	20005	NONE	PC	SUPPORT NURSING EDUCATION	$10,000
UNIVERSITY OF PENNSYLVANIA
418 CURIE BLVD	PHILADELPHIA	PA	19104	NONE	PC	SUPPORT NURSING EDUCATION	$224,124
AMERICAN NURSES FOUNDATION
8515 GEORGIA AVENUE	SIVER SPRING	MD	20910	NONE	PC	SUPPORT NURSING EDUCATION	$20,000
NLN FOUNDATION
2600 VIRGINIA AVE NW 8TH FL	WASHINGTON	DC	20037	NONE	PC	SUPPORT NURSING EDUCATION	$10,000
ACADEMY HEALTH
1150 17 STREET NW SUITE 600	WASHINGTON	DC	20037	NONE	501(c)(3)	EDUCATION	$500
NORTHWELL HEALTH FDN
2000 MARCUS AVENUE	NEW HYDE PARK	NY	10005	NONE	PC	HEALTH	$3,000
TRUSTEES OF THE UNIVERSITY OF PENN
3451 WALNUT ST P221 FRANKLIN BLDG	PHILADELPHIA	PA	19104	NONE	PC	SUPPORT NURSING EDUCATION	$876,505
JOHNS HOPKINS UNIVERSITY
525 N WOLFE STREET PINKARD 336	BALTIMORE	MD	21205	NONE	PC	SUPPORT NURSING RESEARCH	$185,411
DUKE UNIVERSITY
2200 WEST MAIN STREET SUITE 900	DURHAM	NC	27705	NONE	PC	SUPPORT NURSING RESEARCH	$50,000
HOFSTRA UNIVERSITY
500 HOFSTRA UNIVERSITY	HEMPSTEAD	NY	11549	NONE	PC	SUPPORT PERFORMING ARTS	$7,000
UNIVERSITY OF UTAH
75 South 2000 East	Salt Lake City	UT	84112	NONE	PC	EDUCATION	$250,000
BROOKLYN MUSEUM
200 Eastern Parkway	Brooklyn	NY	11238	NONE	PC	EDUCATION & ARTS	$50,000
PRIMARY CARE DEVELOPMENT CORPORATIO
45 Broadway Suite 530	NEW YORK	NY	10006	NONE	PC	SUPPORT NEEDYPOPULATION	$25,000
MEMORIAL SLOAN KETTERING CANCER CEN
1275 York Avenue	NEW YORK	NY	10065	NONE	PC	SUPPORT HEALTH RESEARCH	$100,000
CLEVELAND CLINIC MARTIN HEALTH FDN
2135 SE OCEAN BLVD	STUART	FL	34996	NONE	PC	SUPPORT HEALTH	$10,000
DARTMOUTH COLLEGE
10 W WHEELOCK ST	HANOVER	NH	03755	NONE	PC	SUPPORT THE COLLEGE	$5,000
OREGON HEALTH SCIENCE UNIVERSITY
3181 SW SAM JACKSON PARK RD	PORTLAND	OR	97239	NONE	PC	SUPPORT HEALTH	$50,000
SPENCE SCHOOL
22 E 91 ST	NEW YORK	NY	10128	NONE	PC	SUPPORT SCHOOL	$40,000
THE REGENTS OF THE UNIVERSITY OF CA
1111 FRANKLIN STREET 12TH FLOOR	OAKLAND	CA	94607	NONE	PC	SUPPORT SCHOOL	$10,000
GRANTMAKERS IN AGING
2001 RICHMOND HWY 504	ARLINGTON	VA	22202	NONE	PC	GENERAL USE	$16,700
THE UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE	AUSTIN	TX	78705	NONE	PC	INNOVATION/ MARGINALIZED POPULATIONS	-$249,037
PARTNERS IN HEALTH
800 BOYLSTON ST	BOSTON	MA	02199	NONE	PC	GENERAL SUPPORT FOR THE EXEMPT ORGANIZATION	$10,000
UNIVERSITY OF NC AT CHAPEL HILL
445 PAUL HARDIN DR	CHAPEL HILL	NC	27514	NONE	PC	SUPPORT NURSING EDUCATION	$340,505
President and Fellows of Harvard Co
1033 Massachusetts Avenue	Cambridge	MA	02138	NONE	PC	INNOVATION/ MARGINALIZED POPULATIONS	$165,409
Rush University Medical Center
1620 W Harrison St	Chicago	IL	60612	NONE	PC	INNOVATION/ MARGINALIZED POPULATIONS	$50,000
RURAL BEHAVIORAL HEALTH INSTITUE
PO Box 203	Livingston	MT	59047	NONE	PC	Innovation / Marginalized Populations	$200,000
YALE UNIVERSITY
149 Elm Street	New Haven	CT	06511	NONE	PC	Innovation / Marginalized Populations	$100,000
THE PEACEFUL PRESENCE PROJECT
PO Box 1963	Bend	OR	97709	NONE	PC	Innovation / Marginalized Populations	$51,875
BOSTON MEDICAL CENTER CORPORATION
One Boston Medical Center Pl	Boston	MA	02118	NONE	PC	Innovation / Marginalized Populations	$50,000
CREIGHTON UNIVERSITY
2500 California Plz	Omaha	NE	68178	NONE	PC	Innovation / Marginalized Populations	$50,000
MGH INTITUTE OF HEALTH PROFESSIONS
36 1st Ave	boston	MA	02129	NONE	PC	Innovation / Marginalized Populations	$50,000
MORGAN STATE UNIVERSITY
1700 E Cold Spring Ln	Baltimore	MD	21251	NONE	PC	Innovation / Marginalized Populations	$50,000
SAINT LOUIS UNIVERSITY
1 N Grand Blvd St	Louis	MO	63103	NONE	PC	Innovation / Marginalized Populations	$50,000
THE NEMOURS FOUNDATION
10140 Centurion Parkway North	Jacksonville	FL	32256	NONE	PC	Innovation / Marginalized Populations	$50,000
THE UNIVERSITY OF ALABAMA
PO Box 870143	Tuscaloosa	AL	35487	NONE	PC	Innovation / Marginalized Populations	$50,000
CINCINNATI CHILDREN'S HOSPITAL MEDI
3333 Burnet Avenue	Cincinnati	OH	45229	NONE	PC	Innovation / Marginalized Populations	$5,000
UNIVERSITY HOSPITALS
11100 Euclid Ave	Cleveland	OH	44106	NONE	PC	Education	$10,000
VIP COMMUNITY SERVICES
770 E 176th St	Bronx	NY	10460	NONE	PC	Education	$5,000
NEW MEXICO FOUNDATION
8 Cll Medico	Santa Fe	NM	87505	NONE	PC	Education	$250

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,042,242	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,176	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,060,920	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$20,282,938	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt
OTHER INVESTMENT INCOME	1	$39,978
PARTNERSHIP INCOME	1	-$69,029

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$22,317,983	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$22,317,983	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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	ARTHUR VINING DAVIS FOUNDATIONS	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	814 NORTH HIGHWAY A1A STE 300	AddressLine1Txt
City	PONTE VEDRA BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32082	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$250,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	AUDIT AND TAX COMPLIANCE	CategoryTxt
Amt	$105,976	Amt
Net Investment Income	$21,195	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$84,781	DisbursementsCharitablePrpsAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Category Or Item	Furniture and Fixtures	CategoryOrItemTxt
Cost Or Other Basis	$67,684	CostOrOtherBasisAmt
Accumulated Depreciation	$63,320	AccumulatedDepreciationAmt
Book Value	$4,364	BookValueAmt
EOYFMV	$4,364	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	ARTWORK EXHIBITED	Desc
BOY Book Value	$16,795,900	BOYBookValueAmt
EOY Book Value	$16,795,900	EOYBookValueAmt
EOYFMV	$31,400,000	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE EXPENSE	$8,654	$1,298	$7,356
INSURANCE (NOTE C)	$164,095	$4,777	$159,318
OFFICE EXPENSE	$50,871	$7,631	$43,240

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
OTHER INVESTMENT INCOME	$39,978	$39,978
PARTNERSHIP INCOME	-$69,029	-$69,029

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	ADJUSTMENTS NOT REFLECTED IN PARTNERSHIP COST BASIS	Desc
Amt	$400,044	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	RETIREMENT PLAN OBLIGATION	Desc
BOY Book Value	$108,802	BOYBookValueAmt
EOY Book Value	$117,275	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES	$141,970	$0	$0	$141,970
CURATORIAL FEES	$60,100	$0	$0	$60,100
IA FEES	$320,167	$320,167	$0	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD	$1,901	$1,901
PAYROLL TAXES	$45,411	$1,286	$44,125