STEPHEN A SCHWARZMAN EDUCATION FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN A SCHWARZMAN EDUCATION FOUNDATION (EIN 45-4757735)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202513159349102651
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T15:33:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 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 | 2024-01-01 | 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) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 2123148745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 641 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YIXIN HELEN SANTALONE | PersonNm |
| Person Title | CHIEF FINANCIAL & OPS OFFICER | PersonTitleTxt |
| Phone | 2123148745 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CINDY FEDER | PreparerPersonNm |
| PTIN | P01342030 | PTIN |
| Phone | 2129498700 | 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 | $13,555,438 | 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 | $21,689,088 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $224 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $224 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,867 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,867 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,749 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,814,928 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,091 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,518,650 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,193 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,498,457 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,409,125 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,409,125 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,799,687 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,879 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,797,808 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,066,991 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,066,991 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $357,541 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $357,541 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,999,296 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,999,296 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,699 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $18,968 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $377,207 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $377,207 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,100,654 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,100,654 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,100,794 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,100,794 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,823,612 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,072 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,707,873 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $195,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $195,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,019,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,072 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,903,543 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,204,354 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,019 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,315,960 | CashBOYAmt |
| Cash EOY | $11,013,135 | CashEOYAmt |
| Cash EOYFMV | $11,013,135 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,406,779 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,523,342 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,523,342 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $462,812 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $443,851 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $37,929 | LandBOYAmt |
| Land EOY | $18,961 | LandEOYAmt |
| Land EOYFMV | $18,961 | LandEOYFMVAmt |
| Total Assets BOY | $15,760,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,555,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,555,438 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,760,668 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,555,438 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,760,668 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,555,438 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,760,668 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,555,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,760,668 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,204,354 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,556,314 | SubtotalAmt |
| Other Decreases | $876 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,555,438 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,265 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,265 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,265 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,818 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,818 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,553 | OverpaymentAmt |
| Applied To ES Tax | $2,553 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | 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 | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SCHWARZMANSCHOLARS.ORG | WebsiteAddressTxt |
| Individual With Books | YIXEN HELEN SANTALONE | IndividualWithBooksNm |
| Phone | 2123148745 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 641 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 | ||||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | CHAIRMAN AND DIRECTOR | 10.00 | $0 | $0 | $0 |
| JOHN A MAGLIANO | ||||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | VICE PRESIDENT & TREASURER | 15.00 | $150,000 | $0 | $0 |
| PAUL WHITE | ||||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | SECRETARY | 5.00 | $0 | $0 | $0 |
| AMY STURSBERG | ||||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | CEO AND DIRECTOR | 33.00 | $840,000 | $0 | $0 |
| JANE SPENCER EDWARDS | ||||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 0.25 | $25,000 | $0 | $0 |
| MICHAEL EVANS | ||||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| NITIN NOHRIA | ||||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 0.25 | $10,000 | $0 | $0 |
| STEVE ORLINS | ||||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JOSHUA RAMO | ||||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JEFFREY ROSEN | ||||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| KEVIN RUDD | ||||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| EDWARD SCHWARZMAN | ||||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| HEUNG YEUNG HARRY SHUM | ||||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 0.25 | $10,000 | $0 | $0 |
| NGAIRE WOODS | ||||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 0.25 | $10,000 | $0 | $0 |
| LARISSA TIEDENS | ||||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | EXECUTIVE DIRECTOR | 40.00 | $1,112,372 | $5,000 | $19,056 |
| YIXIN HELEN SANTALONE | ||||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | CHIEF FINANCIAL & OPERATIONS OFFICER | 40.00 | $361,278 | $5,000 | $37,576 |
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 | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RAPHAEL MOFFETT | ||||||||
| 641 LEXINGTON AVE | NEW YORK | NY | 10022 | CHIEF OF STUDENT AFF | 40.00 | $329,600 | $5,000 | $315,380 |
| PHILIP EDWARD TREGASKIS | ||||||||
| 641 LEXINGTON AVE | NEW YORK | NY | 10022 | GM/BUILDING OPERATIO | 40.00 | $402,705 | $0 | $106,939 |
| JULIA M ZUPKO | ||||||||
| 641 LEXINGTON AVE | NEW YORK | NY | 10022 | DIRECTOR CAREER SERV | 40.00 | $338,329 | $5,000 | $57,619 |
| MELANIE KOENDERMAN | ||||||||
| 641 LEXINGTON AVE | NEW YORK | NY | 10022 | INTERIM EXECUTIVE DI | 40.00 | $332,787 | $0 | $63,981 |
| CORDEL L FAULK | ||||||||
| 641 LEXINGTON AVE | NEW YORK | NY | 10022 | GLOBAL DIRECTOR ADMI | 40.00 | $363,318 | $5,000 | $21,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 36 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| SIA PARTNERS (READY SET ROCKET) | ||||||||||
| 48 WALL STREET 9TH FLOOR | NEW YORK | NY | 100052908 | MARKETING STRATEGY | $1,630,334 | |||||
| SUNRISE INTERNATIONAL EDUCATION INC | ||||||||||
| 102 CHRISTOPHER COLUMBUS DR | JERSEY CITY | NJ | 07302 | CONSULTING-ACADEMIC ENRICHMENT | $1,548,958 | |||||
| GSA PROPERTY MGT LIMITED | ||||||||||
| BUILDING MANAGEMENT | $1,142,814 | 2 KEXUEYUAN S RD | BEIJING | HAIDIAN | CH | 100190 | ||||
| SIMPSON THACHER & BARTLETT LLP | ||||||||||
| 425 LEXINGTON AVENUE | NEW YORK | NY | 10017 | LEGAL SERVICES | $1,023,751 | |||||
| CLIFFORD CHANCE LLC | ||||||||||
| LEGAL SERVICES | $746,053 | 10 UPPER BANK STREET | LONDON | UK | E14 5JJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 15 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE SCHWARZMAN SCHOLARS AND SCHWARZMAN COLLEGE:THE PROGRAM SUPPORTS UP TO 200 SCHOLARS ANNUALLY FROM THE U.S., CHINA AND AROUND THE WORLD FOR A ONE-YEAR MASTER'S DEGREE PROGRAM AT TSINGHUA UNIVERSITY IN BEIJING, WHERE A RESIDENTIAL COLLEGE WAS CONSTRUCTED THAT WAS MODELED AFTER THE RESIDENTIAL COLLEGES AT HARVARD, YALE, OXFORD AND CAMBRIDGE. SCHOLARS CHOSEN FOR THIS HIGHLY SELECTIVE PROGRAM RESIDE IN BEIJING FOR A YEAR OF STUDY AND CULTURAL IMMERSION, ATTENDING LECTURES, TRAVELING, AND DEVELOPING A BETTER UNDERSTANDING OF CHINA. | Description1Txt |
| Expenses1 | $22,562,968 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,613,313 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,613,313 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,613,313 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $219,200 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,394,113 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $719,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $719,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,265 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,265 | TotalTaxAmt |
| Distributable Before Adj | $718,441 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $12,749 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $731,190 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $731,190 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,903,543 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,903,543 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $731,190 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,616,341 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,772,252 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,020,217 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,686,581 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,045,957 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,141,348 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,903,543 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $731,190 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,172,353 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $133,313,701 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $15,616,341 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $117,697,360 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,772,252 | ExcessFromYear4Amt |
| Excess From Year3 | $25,020,217 | ExcessFromYear3Amt |
| Excess From Year2 | $19,686,581 | ExcessFromYear2Amt |
| Excess From Year1 | $26,045,957 | ExcessFromYear1Amt |
| Excess From Current Year | $23,172,353 | ExcessFromCurrentYearAmt |
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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE | |||||||||||
| 1779 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | ACADEMIC SUPPORT INITIATIVES | $16,000 | ||||
| ROYAL INSTITUTE FOR INTERNATIONAL AFFAIRS | |||||||||||
| NONE | PC | SUPPORT FOR FELLOWSHIP PROGRAM | $104,670 | CHATHAM HOUSE 10 ST JAMES STREET | LONDON | UK | SW1Y 4LE | ||||
| WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS | |||||||||||
| 1300 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | NONE | PC | SUPPORT FOR SCHWARZMAN SCHOLARS PROGRAM | $75,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $195,670 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL INSTITUTE FOR INTERNATIONAL AFFAIRS | |||||||||||
| CHATHAM HOUSE 10 ST JAMES STREET | LONDON | UK | SW11YY4LE | NONE | PC | SUPPORT FELLOWSHIP PROGRAM | $52,390 | ||||
| WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS | |||||||||||
| NONE | PC | SUPPORT FOR SCHWARZMAN SCHOLARS PROGRAM | $50,000 | 1300 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $102,390 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,867 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX REFUNDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $12,749 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $125,840 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,840 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| TSINGHUA UNIVERSITY EDUCATION FOUNDATION | ||||||||||
| 1 | HAIDIAN DISTRICT | BEIJING | CH | 100084 | $20,000,000 | Yes (X) | ||||
| STEPHEN A SCHWARZMAN SCHOLARS TRUST | ||||||||||
| 2 | $1,689,088 | Yes (X) | 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | ||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DSJ ADVISORY GROUP LLC | $143,389 | $0 | $143,389 |
| ANDREAS ESBERG & COMPANY LLP | $91,520 | $0 | $91,520 |
| GALAXY US OPCO INC. | $86,114 | $0 | $86,114 |
| EISNER ADVISORY GROUP LLC | $27,300 | $0 | $27,300 |
| OTHER TAX PREPARATION FEES | $9,218 | $0 | $9,218 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| IMPROVEMENTS | $202,730 | $202,730 | $0 | |
| FURNITURE | $202,183 | $183,222 | $18,961 | $18,961 |
| EQUIPMENT | $57,899 | $57,899 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (5 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SIMPSON THACHER & BARTLETT LLP | $1,023,751 | $0 | $1,023,751 |
| CLIFFORD CHANCE LLP | $746,053 | $0 | $746,053 |
| DAVIS WRIGHT TREMAINE LLP | $169,085 | $0 | $169,085 |
| FLORENTINO & GRIMSHAW LLC | $77,210 | $0 | $77,210 |
| OTHER LEGAL | $50,892 | $0 | $50,892 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INSTITUTIONAL CASH FUND | Desc |
| Amt | $876 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RECRUITMENT MARKETING | $2,351,348 | $0 | $2,351,348 |
| MAINTENANCE - BEIJING CAMPUS | $103,761 | $0 | $103,761 |
| INSURANCE | $157,745 | $0 | $157,745 |
| PROFESSIONAL SPONSORSHIPS FOR ADMISSION EVENTS | $266,864 | $0 | $266,864 |
| ALUMNI ACTIVITIES | $117,924 | $0 | $117,924 |
| TELEPHONE AND INTERNET | $52,048 | $0 | $52,048 |
| OFFICE SUPPLIES AND FURNITURE | $38,926 | $0 | $38,926 |
| EQUIPMENT SERVICES AND POSTAGE | $1,551 | $0 | $1,551 |
| FILING FEES | $866 | $0 | $866 |
| OTHER EXPENSES | $9,761 | $0 | $9,761 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX REFUNDS | Desc |
| Revenue And Expenses Per Books | $12,749 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $12,749 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 10 YEAR REUNION CONSULTING AND EVENT MANAGEMENT | $1,719,138 | $0 | $1,719,138 |
| CAMPUS PROPERTY MANAGEMENT | $1,045,447 | $0 | $1,045,447 |
| ACADEMIC CONSULTING | $862,160 | $0 | $862,160 |
| INFORMATION TECHNOLOGY | $599,763 | $0 | $599,763 |
| ADMISSIONS CONSULTING SERVICES | $421,445 | $0 | $421,445 |
| TALENT SEARCH AND ADMINISTRATIVE SUPPORT | $241,997 | $0 | $241,997 |
| STUDENT LIFE SUPPORT SERVICES | $89,764 | $0 | $89,764 |
| HUMAN RESOURCES CONSULTING | $19,582 | $0 | $19,582 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $74,699 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |