STEPHEN A SCHWARZMAN EDUCATION FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN A SCHWARZMAN EDUCATION FOUNDATION (EIN 45-4757735)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-07
- IRS object ID
- 201643129349100224
- Schema version
- 2015v2.1
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-07T13:11:04-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | 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 | 454757735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN A SCHWARZMAN EDUCATION | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN A MAGLIANO | InCareOfNm |
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 2125835794 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JOHN MAGLIANO 345 PARK AVE 16FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN A MAGLIANO | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2125835794 | PhoneNum |
| Signature | 2016-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIE ARRIGO | PreparerPersonNm |
| PTIN | P00058583 | PTIN |
| Phone | 2129498700 | 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 | $26,139,519 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $38,690,325 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $75 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $75 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $435,612 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $435,612 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,997,181 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,158,942 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,994,975 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,123,193 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,430,662 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,910,297 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,594,070 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $161,762 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $14,957 | DeprecAndDpltnRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,087,016 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,594,070 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,107,791 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,107,791 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,194,807 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,701,861 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,928,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,430,662 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,929,168 | CashBOYAmt |
| Cash EOY | $9,308,042 | CashEOYAmt |
| Cash EOYFMV | $9,308,042 | CashEOYFMVAmt |
| Corporate Stock BOY | $27,232,757 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,770,243 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,770,243 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $65,200 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $20,586 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $29,816 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $44,614 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $44,614 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,620 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,620 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,620 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,200,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,139,519 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,139,519 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $29,200,361 | UnrestrictedBOYAmt |
| Unrestricted EOY | $26,139,519 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,200,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,139,519 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,200,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,139,519 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,200,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,928,386 | ExcessRevenueOverExpensesAmt |
| Subtotal | $32,128,747 | SubtotalAmt |
| Other Decreases | $5,989,228 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,139,519 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $47,158,942 | GrossSalesPriceAmt |
| Cost Or Other Basis | $26,163,965 | CostOrOtherBasisAmt |
| Gain Or Loss | $20,994,977 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $20,994,977 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,994,975 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,756,054 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $34,507,171 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.340684 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,619,550 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,777,121 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.246719 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,755,258 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,509,160 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.49662 | DistributionYr3Rt |
| Total Distribution | 2.084023 | TotalDistributionRt |
| Average Distribution | 0.521006 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,963,041 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,526,900 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $214,307 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,741,207 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,701,861 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $214,307 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $214,307 | SubtotalAmt |
| Tax Based On Investment Income | $214,307 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $177,703 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $105,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $282,703 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $68,396 | OverpaymentAmt |
| Applied To ES Tax | $68,396 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | 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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN A MAGLIANO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125835794 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 PARK AVENUE 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10154 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN A SCHWARZMAN | ||||||||
| C/O THE BLACKSTONE GROUP | NEW YORK | NY | 10154 | CHAIRMAN | 10.0 | $0 | $0 | $0 |
| JOHN A MAGLIANO | ||||||||
| C/O THE BLACKSTONE GROUP | NEW YORK | NY | 10154 | VICE PRESIDENT & TREASURER | 7.5 | $0 | $0 | $0 |
| AMY STURSBERG | ||||||||
| C/O THE BLACKSTONE GROUP | NEW YORK | NY | 10154 | VICE-PRESIDENT | 30.0 | $0 | $0 | $0 |
| PAUL WHITE | ||||||||
| C/O THE BLACKSTONE GROUP | NEW YORK | NY | 10154 | SECRETARY | 10.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INSTITUTE OF INTERNATIONAL EDUCATION | |||||
| 809 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | PROGRAM DEVELOPMENT | $3,467,309 |
| COMMUNITY COUNSELING SERVICE CO LLC | |||||
| PO BOX 824885 | PHILADELPHIA | PA | 191824885 | FUNDRAISING SERVICES | $316,227 |
| ACADEMIC TRAVEL ABROAD INC | |||||
| 1155 CONNECTICUT AVENUE NW SUITE 3 | WASHINGTON | DC | 20036 | STUDENT LIFE CONSULT | $126,821 |
| 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 | $23,668,473 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,689,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,358,417 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,358,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $395,376 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,963,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,298,152 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,298,152 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $214,307 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $214,307 | TotalTaxAmt |
| Distributable Before Adj | $1,083,845 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,083,845 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,083,845 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,701,861 | 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 | $39,701,861 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $214,307 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,487,554 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,083,845 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $3,653,109 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,544,577 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,051,315 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,249,001 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,701,861 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,083,845 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,618,016 | RemainingDistriFromCorpusAmt |
| Total Corpus | $56,867,017 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $56,867,017 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,653,109 | ExcessFromYear3Amt |
| Excess From Year2 | $4,544,577 | ExcessFromYear2Amt |
| Excess From Year1 | $10,051,315 | ExcessFromYear1Amt |
| Excess From Current Year | $38,618,016 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN A SCHWARZMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TSINGUA UNIVERSITY EDUCATION FOUNDATION | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TSINGHUA UNIVERSITY | AddressLine1Txt |
| City | BEIJING | CityNm |
| Country | CH | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FUNDING FOR CONSTRUCTION OF A BUILDING ON THE COLLEGE CAMPUS. | GrantOrContributionPurposeTxt |
| Amt | $36,107,791 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,107,791 | 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 | $75 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $435,612 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,997,181 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,432,868 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,432,868 | 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 | STEPHEN A SCHWARZMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE BLACKSTONE GROUP 345 PARK A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $38,690,325 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | DONATED PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $38,690,325 | FairMarketValueAmt |
| Received | 2015-12-31 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC. | $0 | $0 |
| CABOT OIL AND GAS CORPORATION | $0 | $0 |
| PIONEER NATURAL RESOURCES CO. | $0 | $0 |
| VALERO ENERGY CORPORATION | $0 | $0 |
| CST BRANDS INC. | $0 | $0 |
| SPDR S&P DIVIDEND ETF | $0 | $0 |
| BRIXMOR PROPERTY GROUP INC. | $6,060,548 | $6,060,548 |
| HILTON WORLDWIDE HOLDINGS INC. | $5,081,002 | $5,081,002 |
| FIDELITY BIOTECH ETF | $5,366,725 | $5,366,725 |
| EXTENDED STAY AMERICA INC. | $261,968 | $261,968 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM TSINGUA UNIVERSITY - | |||
| SEE FOOTNOTE 2 | $8,620 | $0 | $0 |
| DIVIDEND RECEIVABLE | $0 | $16,620 | $16,620 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET CHANGE IN UNREALIZED APPRECIATION/ | $0 |
| DEPRECIATION | $5,989,228 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PROGRAM DEVELOPMENT | $3,467,309 | $3,467,309 |
| PROFESSIONAL FUND-RAISING | ||
| CONSULTANT | $316,227 | |
| STUDENT LIFE CONSULTING | $126,761 | $126,761 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $161,762 | Amt |