SWARTZ FOUNDATION UA 110594: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SWARTZ FOUNDATION UA 110594 (EIN 11-6447242)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-03-26
- IRS object ID
- 202610859349100201
- 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
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-26T00:17:44-07:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116447242 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Swartz Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWAR | BusinessNameControlTxt |
| Phone | 6314704761 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Light House PointRoad | AddressLine1Txt |
| City | Lloyd Harbor | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11743 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James P King | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2026-03-26 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| 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 | $2,890,776 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,154 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,154 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $30,154 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $413,343 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $415,574 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $413,343 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $304 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $304 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $443,801 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $443,801 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,154 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $25,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $22,333 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,333 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,053 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $6,053 | TaxesAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $11,835 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,393 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,172 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $26,432 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,333 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $31,053 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,015,980 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,015,980 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,107,373 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,333 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $31,053 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,055,805 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$663,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $421,468 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $442,394 | CashBOYAmt |
| Cash EOY | $117,476 | CashEOYAmt |
| Cash EOYFMV | $117,476 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $332,348 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $196,435 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $196,435 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,750,612 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,426,743 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,426,743 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $136,510 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $146,232 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $146,232 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,866 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,866 | InvstLandAccumDepreciationAmt |
| Other Investments BOY | $9,747 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,890 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,890 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,671,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,890,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,890,776 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,671,611 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,890,776 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,671,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,890,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,671,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,890,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,671,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$663,572 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,008,039 | SubtotalAmt |
| Other Decreases | $117,263 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,890,776 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| Morgan Stanley Managed Accounts STCG | P | 2024-11-01 | 2024-12-01 | $2,231 | -$2,231 | -$2,231 | |
| Morgan Stanley Managed Accounts LTCG | P | 2023-01-01 | 2024-11-01 | $415,574 | $415,574 | $415,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $413,343 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,231 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,858 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,858 | SubtotalAmt |
| Tax Based On Investment Income | $5,858 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $245 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,245 | TotalPaymentsAndCreditsAmt |
| Overpayment | $387 | OverpaymentAmt |
| Applied To ES Tax | $387 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | theswartzfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jerome Swartz | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6314704761 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Light House PointRoad | AddressLine1Txt |
| City | Lloyd Harbor | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11743 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| James P King | ||||||
| 7 Skyview Lane | Stony Brook | NY | 11790 | Trustee | 5.00 | $25,000 |
| Dr Jerome Swartz | ||||||
| 6 Light House PointRoad | Lloyd Harbor | NY | 11743 | Trustee | 1.00 | $0 |
| Joshua Swartz | ||||||
| 60 W 66th Street 21E | New York | NY | 10023 | Trustee | 5.00 | $0 |
| Shanah Swartz Gordon | ||||||
| 1 Fox Meadow Lane | Lloyd Harbor | NY | 11743 | Trustee | 1.00 | $0 |
| Nathan Blumberg | ||||||
| 14 Thatch Pond Road | Smithtown | NY | 11787 | Trustee | 0.25 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Morgan Stanley | |||||
| 399 Park Avenue 12th Floor | New York | NY | 10022 | Financial Advisory | $22,060 |
| Joseph Katz | |||||
| 100 Riverside Blvd Apt 7F | New York | NY | 10069 | Scientific advisory | $22,000 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Funded research in the field of computational neuroscience conducted by scientists at Harvard University. | Description1Txt |
| Expenses1 | $135,000 | Expenses1Amt |
| Description2 | Funded research in the field of computational neuroscience conducted by scientists at Brandeis University. | Description2Txt |
| Expenses2 | $135,000 | Expenses2Amt |
| Description3 | Funded research in the field of computational neuroscience conducted by scientists at the Massachusetts Institute of Technology. | Description3Txt |
| Expenses3 | $160,000 | Expenses3Amt |
| Description4 | Funded research in the field of computational neuroscience conducted by scientists at 5 other universities and research institutions. | Description4Txt |
| Expenses4 | $400,980 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,680,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $408,662 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,088,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,088,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,334 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,042,608 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,130 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $152,130 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,858 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,858 | TotalTaxAmt |
| Distributable Before Adj | $146,272 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $146,272 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $146,272 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,055,805 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,055,805 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,272 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,767,360 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,371,191 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,316,859 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,521,557 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,808,054 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,785,021 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,055,805 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $146,272 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $909,533 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,694,554 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,767,360 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,927,194 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,371,191 | ExcessFromYear4Amt |
| Excess From Year3 | $1,316,859 | ExcessFromYear3Amt |
| Excess From Year2 | $1,521,557 | ExcessFromYear2Amt |
| Excess From Year1 | $1,808,054 | ExcessFromYear1Amt |
| Excess From Current Year | $909,533 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Dr Jerome Swartz | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Univ of Calif San Diego | |||||||
| 9500 Gilman Drive | La Jolla | CA | 92093 | None | N/A | Fund Research | $40,753 |
| Cold Spring Harbor Laboratory | |||||||
| 1 Bungtown Road | Cold Spring Harbor | NY | 11724 | None | Public | Fund Research | $104,227 |
| The Salk Institute | |||||||
| 10010 North Torrey Pines Road | La Jolla | CA | 92037 | None | Public | Fund Research | $75,000 |
| Yale University | |||||||
| 333 Cedar Street | New Haven | CT | 06520 | None | N/A | Fund Research | $106,000 |
| Harvard University | |||||||
| 1350 Massachusetts Avenue | Cambridge | MA | 02138 | None | N/A | Fund Research | $135,000 |
| Brandeis University | |||||||
| 415 South Street | Waltham | MA | 02454 | None | N/A | Fund Research | $135,000 |
| New York University | |||||||
| 4 Washington Place | New York | NY | 10003 | None | N/A | Fund Research | $75,000 |
| Massachusetts Institute of Technolo | |||||||
| 77 Massachusetts Avenue | Cambridge | MA | 02139 | None | N/A | Fund Research | $165,000 |
| The Brearley School | |||||||
| 610 East 83rd Street | New York | NY | 10028 | None | N/A | Scholarship Fund | $30,000 |
| Shanah Swartz-Gordon Fidelity DAF | |||||||
| 1 Fox Meadow Lane | Lloyd Harbor | NY | 11743 | None | N/A | Fund Research | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,015,980 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $30,154 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $304 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $413,343 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $443,801 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $443,801 | 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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| Joseph Katz |
| Scientific advisory services. |
| Morgan Stanley |
| Investment management and advisory services. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Morgan Stanley Account: Fixed Income | BondNm |
| EOY Book Value | $146,232 | EOYBookValueAmt |
| EOYFMV | $146,232 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PositScience | $187,475 | $187,475 |
| Morgan Stanley Account: Equities | $2,239,268 | $2,239,268 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $1,866 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,866 | AccumulatedDepreciationAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Morgan Stanley Account: Alternatives | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,890 | BookValueAmt |
| EOYFMV | $3,890 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank Service Fees | $232 | $232 |
| Directors & Officers Liability Insurance | $1,673 | $1,673 |
| New York State Annual Filing Fee | $250 | $250 |
| Program Advisory Fees | $22,000 | $22,000 |
| Web Site Hosting Fees | $1,563 | $1,823 |
| Web Site Maintenance | $454 | $454 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $304 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $304 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Management Fees on K-1 Schedules | $273 | $273 | $0 | $0 |
| Morgan Stanley Management Fees | $22,060 | $22,060 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Taxes | CategoryTxt |
| Amt | $6,053 | Amt |
| Adjusted Net Income | $6,053 | AdjustedNetIncomeAmt |