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SIR HAROLD ACTON CHARITABLE TR: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SIR HAROLD ACTON CHARITABLE TR (EIN 13-7050560)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202513219349304286
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T09:01:43-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 GRANT STREETAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137050560EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIR HAROLD ACTON CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlACTOBusinessNameControlTxt
Phone2129982955PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 E 17TH ST 4TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100032170ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN DORPHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2129982955PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL WALTMANPreparerPersonNm
PTINP01233408PTIN
Phone4123556000PhoneNum
Preparation2025-11-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARTIN DORPHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line170 WASHINGTON SQ S ROOM 1212AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10012ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,155,677GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1996FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE ACTIVITIES OF THE TRUST CONSIST OF THE MANAGEMENT OF TRUST ASSETS AND THE DISTRIBUTION OF THE TRUST INCOME TO NEW YORK UNIVERSITY, TO BE USED SPECIFICALLY FOR THE MAINTENANCE AND SUPPORT OF THE UNIVERSITY'S CAMPUS IN FLORENCE, ITALY.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,542,118PYInvestmentIncomeAmt
CY Investment Income$2,836,693CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,542,118PYTotalRevenueAmt
CY Total Revenue$2,836,693CYTotalRevenueAmt
PY Grants And Similar Paid$1,098,875PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,086,949CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$33,161PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$38,006CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$48,589PYOtherExpensesAmt
CY Other Expenses$51,911CYOtherExpensesAmt
PY Total Expenses$1,180,625PYTotalExpensesAmt
CY Total Expenses$1,176,866CYTotalExpensesAmt
PY Revenues Less Expenses$1,361,493PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,659,827CYRevenuesLessExpensesAmt
Total Assets BOY$25,759,496TotalAssetsBOYAmt
Total Assets EOY$27,418,922TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$25,759,496NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$27,418,922NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ACTIVITIES OF THE TRUST CONSIST OF THE MANAGEMENT OF TRUST ASSETS AND THE DISTRIBUTION OF THE TRUST INCOME TO NEW YORK UNIVERSITY, TO BE USED SPECIFICALLY FOR THE MAINTENANCE AND SUPPORT OF THE UNIVERSITY'S CAMPUS IN FLORENCE, ITALY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,086,949ExpenseAmt
Grant$1,086,949GrantAmt
DescSUPPORT OF NEW YORK UNIVERSITY'S CAMPUS IN FLORENCE, ITALYDesc
Total Program Service Expenses$1,086,949TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKERRI TRICARICOPersonNm
Phone2129982913PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 EAST 17TH STREET 4TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10003ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANDREA SCAVETTA
CO-TRUSTEEYes (X)$33,006$130,663$0
MARTIN DORPH
CO-TRUSTEEYes (X)$0$1,046,069$635,924
LINDA MILLS
CO-TRUSTEEYes (X)$0$2,102,744$852,245
FieldValueIRS element (for citing)
Total Reportable Comp From Org$33,006TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,279,476TotReportableCompRltdOrgAmt
Total Other Compensation$1,488,169TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$741,193TotalRevenueColumnAmt
Exclusion$741,193ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,414,484SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,318,984SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,095,500SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,095,500TotalRevenueColumnAmt
Exclusion$2,095,500ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,836,693TotalRevenueColumnAmt
Exclusion$2,836,693ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,086,949TotalAmt
Program Services$1,086,949ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$38,006TotalAmt
Management And General$38,006ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$500TotalAmt
Management And General$500ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$37,497TotalAmt
Management And General$37,497ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
NYS FILING FEE$750$750
FOREIGN TAXES PAID$13,164$13,164

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,176,866TotalAmt
Program Services$1,086,949ProgramServicesAmt
Management And General$89,917ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$25,759,496BOYAmt
EOY$27,418,922EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$25,759,496BOYAmt
EOY$27,418,922EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$25,759,496BOYAmt
EOY$27,418,922EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,759,496BOYAmt
EOY$27,418,922EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,759,496BOYAmt
EOY$27,418,922EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,659,827ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$401OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
Acct Compile Or Review BasisAcctCompileOrReviewBasisGrp
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NEW YORK UNIVERISTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN135562308EIN
Organization Type2OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$1,086,949SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,086,949SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$0CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$0CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$0CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$0CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV SECTION B LINE 1FormAndLineReferenceDesc
ExplanationTWO OF THE THREE TRUSTEES ARE REQUIRED TO BE EMPLOYEES OF NYU (THE "NYU TRUSTEES"). ONE OF THE NYU TRUSTEES IS APPOINTED UNILATERALLY BY NYU, AND THE OTHER IS AGREED TO BY THE THIRD TRUSTEE. BOTH OF THE NYU TRUSTEES WERE SENIOR ADMINISTRATORS OF NYU DURING THE REPORTING PERIOD. ALL TRUSTEE APPOINTMENTS MUST BE CONFIRMED BY THE COURT WITH JURISDICTION OVER THE TRUST.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,759,496BeginningYearBalanceAmt
Investment Earnings Or Losses$2,836,291InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,086,949GrantsOrScholarshipsAmt
Administrative Expenses$89,917AdministrativeExpensesAmt
End Year Balance$27,418,921EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,400,060BeginningYearBalanceAmt
Investment Earnings Or Losses$2,540,061InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,098,875GrantsOrScholarshipsAmt
Administrative Expenses$81,750AdministrativeExpensesAmt
End Year Balance$25,759,496EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,779,383BeginningYearBalanceAmt
Investment Earnings Or Losses$1,786,104InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,089,582GrantsOrScholarshipsAmt
Administrative Expenses$75,845AdministrativeExpensesAmt
End Year Balance$24,400,060EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,476,695BeginningYearBalanceAmt
Investment Earnings Or Losses$2,432,285InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,053,711GrantsOrScholarshipsAmt
Administrative Expenses$75,886AdministrativeExpensesAmt
End Year Balance$23,779,383EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,604,520BeginningYearBalanceAmt
Investment Earnings Or Losses$945,501InvestmentEarningsOrLossesAmt
Grants Or Scholarships$995,854GrantsOrScholarshipsAmt
Administrative Expenses$77,472AdministrativeExpensesAmt
End Year Balance$22,476,695EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
OTHER INVESTMENTS$27,185,964C
CASH$232,958C
FieldValueIRS element (for citing)
Total Book Value Securities$27,418,922TotalBookValueSecuritiesAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceEXPLANATION FOR SCHEDULE D, PART V, LINE 4FormAndLineReferenceDesc
ExplanationTHE ACTIVITIES OF THE TRUST CONSIST OF THE MANAGEMENT OF TRUST ASSETS AND THE DISTRIBUTION OF TRUST INCOME TO NEW YORK UNIVERSITY, TO BE USED SPECIFFICALLY FOR THE MAINTENANCE AND SUPPORT OF THE UNIVERSITY'S CAMPUS IN FLORENCE, ITALY.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW YORK UNIVERSITYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 EAST 17TH STREET 2ND FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100039580ZIPCd
FieldValueIRS element (for citing)
Recipient EIN135562308RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$1,086,949CashGrantAmt
Purpose Of GrantSUPPORT OF NYU'S CAMPUS IN ITALYPurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceEXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2FormAndLineReferenceDesc
ExplanationNO PROCEDURE IN PLACEExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredfalseSubstantiationRequiredInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ANDREA SCAVETTA
CO-TRUSTEE$33,006$130,663$0$0$0$0$0$0$0$0$33,006$130,663$0$0
MARTIN DORPH
CO-TRUSTEE$0$1,046,069$0$0$0$0$0$602,990$0$32,934$0$1,681,993$0$0
LINDA MILLS
CO-TRUSTEE$0$1,902,744$0$200,000$0$0$0$626,167$0$226,078$0$2,954,989$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7aTWO OF THE THREE TRUSTEES ARE REQUIRED TO BE EMPLOYEES OF NYU (THE "NYU TRUSTEES"). ONE OF THE NYU TRUSTEES IS APPOINTED UNILATERALLY BY NYU, AND THE OTHER IS AGREED TO BY THE THIRD TRUSTEE. BOTH OF THE NYU TRUSTEES WERE SENIOR ADMINISTRATORS OF NYU DURING THE REPORTING PERIOD.
FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEWPURSUANT TO A DELEGATION OF CERTAIN ADMINISTRATIVE FUNCTIONS OF THE TRUST TO NYU, 1) THE FORM 990 IS REVIEWED BY NYU'S TAX DEPARTMENT AND NYU OFFICE OF GENERAL COUNSEL AND APPROVED BY THE NYU CONTROLLER; 2) THE FORM 990 IS THEN DISTRIBUTED TO THE TRUSTEES FOR REVIEW; 3) SUBSEQUENT TO THE TRUSTEE'S REVIEW, THE FORM 990 IS FILED WITH THE IRS.
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12cPURSUANT TO A DELEGATION OF CERTAIN ADMINISTRATIVE FUNCTIONS OF THE TRUST TO NYU, THE NYU OFFICE OF GENERAL COUNSEL ANNUALLY SENDS OUT CONFLICT OF INTEREST QUESTIONNAIRES TO THE TRUSTEES OF THE TRUST (THERE ARE NO OFFICERS OR KEY EMPLOYEES), REVIEWS COMPLETED QUESTIONNAIRES, AND CONSULTS WITH THOSE COMPLETING FORMS AS APPROPRIATE. IN ADDITION, ANY QUESTIONS THAT ARISE PERIODICALLY THROUGHOUT THE YEAR ARE ADDRESSED BY THE NYU OFFICE OF COMPLIANCE AND RISK MANAGEMENT AND THE NYU OFFICE OF GENERAL COUNSEL IN THE FIRST INSTANCE.
FORM 990, PAGE 6, PART VI, LINE 15aTHE TRUST HAS NO OFFICERS OR EMPLOYEES. TWO OF THE TRUSTEES OF THE TRUST ARE EMPLOYEES OF NYU; TO THE EXTENT SUCH TRUSTEES ARE ALSO OFFICERS OR KEY EMPLOYEES OF NYU, COMPENSATION FOR THEIR SERVICE TO NYU WAS APPROVED BY NYU'S COMPENSATION COMMITTEE, AN INDEPENDENT COMMITTEE OF THE NYU BOARD OF TRUSTEES, WHICH UTILIZED COMPARABILITY DATA AND CONTEMPORANEOUSLY DOCUMENTED ITS DETERMINATIONS.
FORM 990, PAGE 6, PART VI, LINE 15bTHE TRUST HAS NO OFFICERS OR EMPLOYEES. TWO OF THE TRUSTEES OF THE TRUST ARE EMPLOYEES OF NYU; TO THE EXTENT SUCH TRUSTEES ARE ALSO OFFICERS OR KEY EMPLOYEES OF NYU, COMPENSATION FOR THEIR SERVICE TO NYU WAS APPROVED BY NYU'S COMPENSATION COMMITTEE, AN INDEPENDENT COMMITTEE OF THE NYU BOARD OF TRUSTEES, WHICH UTILIZED COMPARABILITY DATA AND CONTEMPORANEOUSLY DOCUMENTED ITS DETERMINATIONS.
FORM 990, PAGE 6, PART VI, LINE 19THE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CONFLICT OF INTEREST POLICY AND CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE ON NYU'S WEBSITE (WWW.NYU.EDU).
EXPLANATION FOR FORM 990, PART XI, LINE 9THE AMOUNT ON THIS LINE REPRESENTS: ($396) MUTUAL FUND TIMING DIFFERENCE; TAX LOT BASIS ADJUSTMENT ($6), ROUNDING $1

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line2DisregardedEntityName/BusinessNameLine2Txt
NATIONAL CENTER ON PHILANTHROPY AND THE LAW
139 MACDOUGAL STREET 1ST FLOORNEW YORKNY10012133954405STUDY, RESEARCH, EDUCATION ON PHILANTHROPY ANNY501(c)(3)LINE 12A, INYU SCHOOL OF LAW FOUNDATIONYes (true)
NEW YORK UNIVERSITY SCHOOL OF LAW FOUNDATION
110 WEST 3RD STREET 2ND FLNEW YORKNY10012136161036SUPPORT NYU'S SCHOOL OF LAWNY501(c)(3)LINE 10NEW YORK UNIVERSITYYes (true)
NYU IMAGING INC
545 FIRST AVENUENEW YORKNY10016134000622PERFORMS MEDICAL ACTIVITIESNY501(c)(3)LINE 12A, INEW YORK UNIVERSITYYes (true)
WASHINGTON SQUARE LEGAL SERVICES INC
245 SULLIVAN STREET 5TH FLOORNEW YORKNY10012237392120CERTAIN PUBLIC INTEREST ACTIVITIES OF NYU'S SNY501(c)(3)LINE 12A, INEW YORK UNIVERSITYYes (true)
HORTENSE ACTON TRUST
PO BOX 1802PROVIDENCERI029011802367110976SUPPORT NYU'S CAMPUS IN FLORENCE, ITALYIL501(c)(3)PFNEW YORK UNIVERSITYYes (true)
NYU LANGONE HOSPITALS
550 FIRST AVENUENEW YORKNY10016133971298HOSPITALNY501(c)(3)LINE 3NYU LANGONE HEALTH SYSTEMSYes (true)
34TH STREET CANCER CENTER INC
C/O NYUHC 550 FIRST AVENUENEW YORKNY10016300262470CANCER CARENY501(c)(3)LINE 12C, III-FINYU LANGONE HEALTH SYSTEMSYes (true)
NYU IN LONDON
6 BEDFORD SQUARELONDONNY10012981074101SUPPORT OF NYU'S PROGRAM IN LONDONNEW YORK UNIVERSITYYes (true)UK
NYU IN TEL-AVIV LTD
TUVAL 13RAMAT GANNY52522981058326SUPPORT OF NYU'S PROGRAM IN TEL-AVIVNEW YORK UNIVERSITYYes (true)IS
NEW YORK UNIVERSITY IN FRANCE
56 RUE DE PASSYPARISNY75016981058568SUPPORT NYU'S PROGRAM IN FRANCENEW YORK UNIVERSITYYes (true)FR
NYU LANGONE HEALTH SYSTEM
550 FIRST AVENUENEW YORKNY10016472613531SUPPORTING ORGANIZATIONNY501(c)(3)LINE 12B, IINEW YORK UNIVERSITYYes (true)
NEW YORK UNIVERSITY IN AFGHANISTAN
150 MASJID E HAJI ABDURRAHIM STREEKABULNY10001SUPPORT OF NYU'S ACTIVITIES IN AFGHANISTANNEW YORK UNIVERSITYYes (true)AF
NYU LANGONE IPA INC
550 FIRST AVENUENEW YORKNY10016364841069IPA OPERATING A MEDICAID SHARED SAVINGS PROGRNY501(c)(3)LINE 10NYU LANGONE HEALTH SYSTEMYes (true)
KJC (REY JUAN CARLOS I DE ESPANA DE LA UNIVERSIDAD DE NUEVA YORK)
CALLE SEGRE 8MADRIDNY28002SUPPORT NYU'S PROGRAM IN SPAINNEW YORK UNIVERSITYYes (true)SP
NYU LANGONE MSO INC
550 FIRST AVENUENEW YORKNY10016824528600CONTRACT FOR DELIVERY/PROVISION OF HEALTH SERNY501(c)(3)LINE 3NEW YORK UNIVERSITYYes (true)
NYU IN ABU DHABI CORP
105 EAST 17TH STREET 4TH FLOORNEW YORKNY10003262652713SUPPORT NYU'S CAMPUS IN ABU DHABINY501(c)(3)LINE 12A, INEW YORK UNIVERSITYYes (true)C/O NYU
NEW YORK UNIVERSITY VEBA TRUST
105 EAST 17TH STREET 4TH FLOORNEW YORKNY10003016274657FUND NYU POSTRETIREMENT HEALTH AND WELFARE PLNY501(c)(9)NEW YORK UNIVERSITYYes (true)
NEW YORK UNIVERSITY
105 EAST 17TH STREET 4TH FLOORNEW YORKNY10003135562308MAINTENANCE AND SUPPORTNY501(c)(3)NEW YORK UNIVERSITYYes (true)
NYU HONG KONG FOUNDATION LIMITED
ROOM 804 THE TESBURY CENTRE 28 QUWAN CHAINY10001SUPPORT NYU'S SCHOOL OF LAWNEW YORK UNIVERSITYYes (true)HK
LONG ISLAND COMMUNITY HOSPITAL AT NYU
101 HOSPITAL ROADPATCHOGUENY11772111704595HOSPITALNY501(C)(3)LINE 3NYU LANGONE HEALTH SYSTEMYes (true)
BROOKHAVEN HEALTH CARE SERVICES CORPORATION
101 HOSPITAL ROADPATCHOGUENY11772112950196SUPPORT LONG ISLAND COMMUNITY HOSPITALNY501(C)(3)LINE 7NYU LANGONE HEALTH SYSTEMYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NYU LANGONE DIAGNOSITCS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 FIRST AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
EIN301001205EIN
Primary ActivitiesOUTREACH TESTINGPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdEntity TypeEntityTypeTxtOwnershipOwnershipPctLegal Domicile StateLegalDomicileStateCdEINEIN
CCC 500 INSURANCE SCC
550 FIRST AVENUENEW YORKNY10016EXCESS PROF. LIAB. INSURANCEBBC corp1.0
LA PIETRA SRL
VIA BOLOGNESE 120FIRENZENY20139HOLDS PROPERTY COMPRISING NYU'S FLORENCE CAMPITC corp1.0
NIU DA EDUCATIONAL INFORMATION CONSULTING (SHANGHAI) CO LTD
1555 CENTURY AVENUE ROOM 1063 PUDSHANGHAINY20062SUPPORT NYU'S PROGRAM IN CHINACHC corp1.0
POOLED INCOME FUNDS (2)
C/O NYU 105 E 17TH STREET 4TH FLNEW YORKNY10003TrustNY
CHARITABLE REMAINDER TRUSTS (8)
C/O NYU 105 E 17TH STREET 2ND FLNEW YORKNY10003TrustNY
SHORE HILL HOUSING ASSOCIATES GP INC
550 FIRST AVENUE HCC 15NEW YORKNY10016NYU LANGONE HOSPITALSC corpNY262243695
NYU PLUS PARIS
57BD SAINT GERMANPARISNY75005CONTINUING AND EXECUTIVE EDUCATIONC corp1.0NY
BROOKHAVEN PHYSICIAN SERVICES PC
100 HOSPITAL ROADPATCHOGUENY11772HEALTHCAREC corpNY260628913
BROOKHAVEN SURGICAL SERVICES PC
100 HOSPITAL ROADPATCHOGUENY11772HEALTHCAREC corpNY260885844
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NEW YORK UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypebTransactionTypeTxt
Involved$1,086,949InvolvedAmt
Method Of Amount DeterminationCOSTMethodOfAmountDeterminationTxt