EDWARD P EVANS: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD P EVANS (EIN 25-6232129)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-03-12
- IRS object ID
- 202630719349100518
- Schema version
- 2024v5.5
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-12T11:32:32-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | 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 | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256232129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD P EVANS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 3147492217 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 197 8TH STREET 2000 | AddressLine1Txt |
| City | CHARLESTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY GRAUBERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3147492217 | PhoneNum |
| Signature | 2026-03-16 | 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 | GINA RACHEL | PreparerPersonNm |
| PTIN | P01216293 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $366,020,693 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $130 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,650,151 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,526,548 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,053,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $239,206,048 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,038,544 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,865,364 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,993,225 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $40,569,164 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,558,317 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,636,832 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $251,560 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,240,347 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $88,838 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $16,404 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $71,683 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $182,790 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $60,930 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $60,930 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $129,892 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $112,517 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,375 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $732,779 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $651,342 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,092,545 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,250 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $10,568 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,568 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $262,218 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $262,218 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,650,724 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,875,344 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $72,833 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,787,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,968,097 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,737,204 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,223,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,223,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,010,311 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,968,097 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,960,329 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,558,853 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,590,220 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $347,351 | CashBOYAmt |
| Cash EOY | $761,067 | CashEOYAmt |
| Cash EOYFMV | $761,067 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $4,898 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,898 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $244,646,144 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $259,787,558 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $363,254,728 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $244,993,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $260,553,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $366,020,693 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,472 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,647 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $13,472 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,647 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $244,980,023 | CapitalStockBOYAmt |
| Capital Stock EOY | $260,538,876 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $244,980,023 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $260,538,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $244,993,495 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $260,553,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $244,980,023 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,558,853 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $260,538,876 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $260,538,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CAPITAL GAINS FROM PUBLICLY TRADED SECURITIES | $212,183,083 | $210,568,224 | $1,614,859 | $1,614,859 | |
| GEM ENDOWMENT FUND, L.P. - LT | $11,263,527 | $11,263,527 | $11,263,527 | P | |
| GEM ENDOWMENT FUND, L.P. - ST | $3,617,739 | $3,617,739 | $3,617,739 | P | |
| GEM ENDOWMENT FUND, L.P. - 1231 | $2,483,473 | $2,483,473 | $2,483,473 | P | |
| GEM ENDOWMENT FUND, L.P. - 1256 | $1,158,846 | -$1,158,846 | -$1,158,846 | P | |
| GEM ENDOWMENT FUND, L.P. - IC | $57 | -$57 | -$57 | P | |
| MAKENA CAPITAL SPLITTER X, L.P. - LT | $7,848,386 | $7,848,386 | $7,848,386 | P | |
| MAKENA CAPITAL SPLITTER X, L.P. - ST | $1,738,651 | $1,738,651 | $1,738,651 | P | |
| MAKENA CAPITAL SPLITTER X, L.P. - 1231 | $71,189 | $71,189 | $71,189 | P | |
| MAKENA CAPITAL SPLITTER X, L.P. - 1256 | $395,235 | -$395,235 | -$395,235 | P | |
| VINTAGE IV LP - LT | $28,389 | -$28,389 | -$28,389 | P | |
| VINTAGE IV LP - ST | $8 | -$8 | -$8 | P | |
| STARK SELECT ASSET FUND - LT | $1,770 | -$1,770 | -$1,770 | P | |
| LESS REALIZED GAINS THRU PARTNERSHIPS - UBTI | $1,014,975 | -$1,014,975 | -$1,014,975 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,038,544 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $425,204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $425,204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $425,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $447,195 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $447,195 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,991 | OverpaymentAmt |
| Applied To ES Tax | $21,991 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | 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.EPEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | TIMOTHY GRAUBERT | IndividualWithBooksNm |
| Phone | 3147492217 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 197 8TH STREET SUITE 2000 | AddressLine1Txt |
| City | CHARLESTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT EVANS | ||||||||
| 197 8TH STREET SUITE 2000 | CHARLESTOWN | MA | 02129 | TRUSTEE | 5.00 | $175,000 | $0 | $0 |
| WILLIAM S FARISH IV | ||||||||
| 197 8TH STREET SUITE 2000 | CHARLESTOWN | MA | 02129 | TRUSTEE | 8.00 | $175,000 | $0 | $0 |
| BARBARA BIERER | ||||||||
| 197 8TH STREET SUITE 2000 | CHARLESTOWN | MA | 02129 | TRUSTEE | 12.00 | $200,000 | $0 | $0 |
| JAMES L TULLIS | ||||||||
| 197 8TH STREET SUITE 2000 | CHARLESTOWN | MA | 02129 | TRUSTEE | 5.00 | $175,000 | $0 | $0 |
| BENJAMIN POLAK | ||||||||
| 197 8TH STREET SUITE 2000 | CHARLESTOWN | MA | 02129 | TRUSTEE | 5.00 | $175,000 | $0 | $0 |
| MICHAEL LEWIS | ||||||||
| 197 8TH STREET SUITE 2000 | CHARLESTOWN | MA | 02129 | TRUSTEE | 5.00 | $151,865 | $4,413 | $0 |
| TIMOTHY GRAUBERT | ||||||||
| 197 8TH STREET SUITE 2000 | CHARLESTOWN | MA | 02129 | PRESIDENT | 40.00 | $442,212 | $0 | $0 |
| TRACEY BOLOTNICK | ||||||||
| 197 8TH STREET SUITE 2000 | CHARLESTOWN | MA | 02129 | GENERAL COUNSEL | 12.00 | $142,755 | $53,273 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PARTNERS CAPITAL INVESTMENT GROUP LLP | |||||
| 600 ATLANTIC AVENUE 30TH FLOOR | BOSTON | MA | 02210 | INVESTMENT MANAGEMENT | $109,396 |
| VITAL IMPACT LLC | |||||
| 275 7TH AVENUE | NEW YORK | NY | 10001 | ACCOUNTING AND BOOKKEEPING SERVICES | $97,740 |
| EISNER ADVISORY GROUP LLC | |||||
| 11 GRAND CENTRAL EAST | NEW YORK | NY | 10017 | TAX PREPARATION AND ADVISORY SERVICES | $85,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $353,335,048 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $582,167 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $355,917,215 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $355,917,215 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,338,758 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $350,578,457 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,528,923 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,528,923 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $425,204 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $144,228 | IncomeTaxAmt |
| Total Tax | $569,432 | TotalTaxAmt |
| Distributable Before Adj | $16,959,491 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,959,491 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,959,491 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,960,329 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,960,329 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,959,491 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,112,595 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,960,329 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,112,595 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,847,734 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,111,757 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||||||
| 1300 MORRIS PARK AVENUE CHANIN 501A | BRONX | NY | 10461 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $687,500 | ||||
| BOSTON CHILDREN'S HOSPITAL | |||||||||||
| 300 LONGWOOD AVE | BOSTON | ME | 02115 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $115,000 | ||||
| BRIGHAM & WOMEN'S HOSPITAL | |||||||||||
| 75 FRANCIS STREET | BOSTON | ME | 02115 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $552,500 | ||||
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $200,000 | ||||
| COLD SPRING HARBOR LABORATORY | |||||||||||
| 1 BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $680,000 | ||||
| COLUMBIA UNIVERSITY | |||||||||||
| 650 WEST 168TH STREET BB1412 | NEW YORK | NY | 10032 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $200,000 | ||||
| DANA-FARBER CANCER INSTITUTE | |||||||||||
| 450 BROOKLINE AVE | BOSTON | ME | 02115 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $1,602,500 | ||||
| EMORY UNIVERSITY | |||||||||||
| 201 DOWMAN DR NE | ATLANTA | GA | 30322 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $187,500 | ||||
| FRED HUTCHINSON CANCER CENTER | |||||||||||
| 1100 FAIRVIEW AVENUE NORTH D4-100 | SEATTLE | WA | 98109 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $200,000 | ||||
| FONDAZIONE IRCCS CA GRANDA OSPEDALE MAGGIORE POLICLINICO | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $121,153 | VIA FRANCESCO SFORZA28-20122 | MILAN | IT | 20122 | ||||
| HELSINKI UNIVERSITY HOSPITAL | |||||||||||
| NONE | NC | SUPPORT SCIENTIFIC RESEARCH - EXPENDITURE RESPONSIBILITY | $200,000 | BULEVARDI 22 | HELSINKI | FI | 00120 | ||||
| ICAHN SCHOOL OF MEDICINE AT MT SINAI | |||||||||||
| BOX 1044A | NEW YORK | NY | 10029 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $437,500 | ||||
| JOHN HOPKINS UNIVERSITY | |||||||||||
| 1650 ORLEANS STREET | BALTIMORE | MD | 21231 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $50,000 | ||||
| LA JOLLA INSTITUTE FOR IMMUNOLOGY | |||||||||||
| 9420 ATHENA CIRCLE | LA JOLLA | CA | 92037 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $150,000 | ||||
| MD ANDERSON CANCER CENTER | |||||||||||
| 1515 HOLCOMBE BLVD UNIT 0853 | HOUSTON | TX | 77030 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $365,000 | ||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||||||
| 430 E 67TH STREET RRL ROOM 421 | NEW YORK | NY | 10065 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $25,000 | ||||
| MOFFITT CANCER CENTER | |||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $200,000 | ||||
| NEW YORK UNIVERSITY | |||||||||||
| 435 EAST 30TH STREET OFFICE 805 | NEW YORK | NY | 10016 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $750,000 | ||||
| NORTHEASTERN UNIVERSITY | |||||||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $100,000 | ||||
| NORTHWESTERN UNIVERSITY | |||||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $150,000 | ||||
| OHIO STATE UNIVERSITY | |||||||||||
| 281 W LANE AVE | COLUMBUS | OH | 43210 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $150,000 | ||||
| OREGON HEALTH SCIENCES UNIVERSITY | |||||||||||
| 2720 S MOODY AVENUE | PORTLAND | OR | 97201 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $250,000 | ||||
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||||||
| 535 W 116 TH ST | NEW YORK | NY | 10027 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $537,500 | ||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||||
| 262 DANNY THOMAS PLACE MS 341 | MEMPHIS | TN | 38105 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $677,500 | ||||
| STANFORD UNIVERSITY | |||||||||||
| 300 PASTEUR DRIVE | STANFORD | CA | 943055623 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $812,500 | ||||
| THE MASS GENERAL HOSPITAL | |||||||||||
| 185 CAMBRIDGE STREET | BOSTON | ME | 02114 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $400,000 | ||||
| THE OHIO STATE UNIVERSITY FOUNDATION | |||||||||||
| 1800 CANNON DRIVE | COLUMBUS | OH | 43210 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $50,000 | ||||
| STATE OF MARYLAND UNIVERSITY OF MARYLAND BALTIMORE | |||||||||||
| 16 S EUTAWW ST | BALTIMORE | MD | 21201 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $100,000 | ||||
| UNIVERSITY OF ALABAMA | |||||||||||
| 801 CAMPUS DRIVE W | TUSCALOOSA | AL | 35401 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $250,000 | ||||
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||||||
| 9500 GILMAN DR | LA JOLLA | CA | 92093 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $187,500 | ||||
| UNIVERSITY OF CHICAGO | |||||||||||
| 5841 S MARYLAND AVE MC 2115 | CHICAGO | IL | 60637 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $250,000 | ||||
| UNIVERSITY OF COLORADO DENVER | |||||||||||
| 1201 LARIMER ST | DENVER | CO | 80204 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $115,000 | ||||
| UNIVERSITY OF FLORIDA | |||||||||||
| 1600 SW ARCHER RD | GAINSVILLE | FL | 32579 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $50,000 | ||||
| UNIVERSITY OF MIAMI | |||||||||||
| 1501 NW 10TH AVENUE BRB 713 | MIAMI | FL | 33136 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $50,000 | ||||
| UNIVERSITY OF MICHIGAN | |||||||||||
| 380 PARKLAND PLAZA | ANN ARBOR | MI | 48103 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $25,000 | ||||
| UNIVERSITY OF MINNESOTA | |||||||||||
| 321 CHURCH STREET SE | MINNEAPOLIS | MN | 55455 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $200,000 | ||||
| UNIVERSITY OF PITTSBURGH | |||||||||||
| 5115 CENTRE AVE | PITTSBURGH | PA | 15213 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $200,000 | ||||
| UNIVERSITY OF ROCHESTER | |||||||||||
| 601 ELMWOOD AVENUE BOX 704 | ROCHESTER | NY | 14642 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $437,500 | ||||
| UNIVERSITY OF TEXAS SOUTH WESTERN MEDICAL CENTER | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $237,500 | ||||
| UNIVERSITY OF WISCONSIN - MADISON | |||||||||||
| 433 BABCOCK DR | MADISON | WI | 53706 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $200,000 | ||||
| VALL D'HEBRON INSTITUTE OF ONCOLOGY | |||||||||||
| NONE | NC | SUPPORT SCIENTIFIC RESEARCH - EXPENDITURE RESPONSIBILITY | $25,000 | CALLE NATZARET 115-117 | BARCELONA | SP | 08035 | ||||
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||||||
| 2220 PIERCE AVENUE | NASHVILLE | TN | 37232 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $775,000 | ||||
| WASHINGTON UNIVERSITY | |||||||||||
| 660 SOUTH EUCLID AVENUE | ST LOUIS | MT | 631101010 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $1,100,000 | ||||
| YALE UNIVERSITY | |||||||||||
| 300 GEORGE ST 786E | NEW HAVEN | CT | 06511 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $169,472 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,223,125 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (42 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FONDAZIONE IRCCS CA' GRANDA OISPEDALE MAGGIORE POLICLINICO | |||||||||||
| VIA FRANCESCO SFORZA28-20122 | MILAN | IT | 20122 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $150,000 | ||||
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $1,060,000 | 1300 MORRIS PARK AVENUE CHANIN 501A | BRONX | NY | 10461 | ||||
| BAYLOR COLLEGE OF MEDICINE | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $335,000 | 1 BAYLOR PLAZA | HOUSTON | TX | 77030 | ||||
| BOSTON CHILDREN'S HOSPITAL | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $1,310,000 | 300 LONGWOOD AVE | BOSTON | MA | 02115 | ||||
| BRIGHAM AND WOMEN'S HOSPITAL INC | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $75,000 | 75 FRANCIS STREET | BOSTON | MA | 02115 | ||||
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $1,032,500 | 3333 BURNET AVE | CINCINNATTI | OH | 45229 | ||||
| DANA-FARBER CANCER INSTITUTE | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $1,855,000 | 450 BROOKLINE AVE | BOSTON | MA | 02129 | ||||
| EMORY UNIVERSITY | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $562,500 | 201 DOWMAN DR NE | ATLANTA | GA | 30322 | ||||
| FRED HUTCHINSON CANCER CENTER | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $100,000 | 1100 FAIRVIEW AVE NORTH D4-100 | SEATTLE | WA | 98109 | ||||
| GUSTAVE ROUSSY FOUNDATION | |||||||||||
| 114 RUE EDOUARD-VAILLANT | VILLEJUIF CEDEX | FR | 94805 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $250,000 | ||||
| H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE INC | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $50,000 | 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | ||||
| HELSINKI UNIVERSITY HOSPITAL | |||||||||||
| BULEVARDI 22 | HELSINKI | FI | 00120 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $50,000 | ||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $875,000 | BOX 1044A | NEW YORK | NY | 10029 | ||||
| INSTITUT GUSTAVE ROUSSY (INSTITUT GUSTAVE-ROUSSY) | |||||||||||
| 39 RUE CAMILLE | DESMOULINS | FR | 94805 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $312,500 | ||||
| LA JOLLA INSTITUTE FOR IMMUNOLOGY | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $300,000 | 9420 ATHENA CIRCLE | LA JOLLA | CA | 92037 | ||||
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $100,000 | 399 REVOLUTION DRIVE | SOMERVILLE | MA | 02214 | ||||
| MD ANDERSON CANCER CENTER | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $200,000 | 1515 HOLCOMBE BLVD UNIT 0853 | HOUSTON | TX | 77030 | ||||
| NEW YORK UNIVERSITY | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $50,000 | 435 EAST 30TH STREET OFFICE 805 | NEW YORK | NY | 10016 | ||||
| NORTHEASTERN UNIVERSITY | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $125,000 | 360 HUNTINGTON AVE | BOSTON | MA | 02115 | ||||
| NORTHWESTERN UNIVERSITY | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $185,230 | 633 CLARK STREET | EVANSTON | IL | 60208 | ||||
| NYU GROSSMAN SCHOOL OF MEDICINE | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $497,500 | 435 EAST 30TH STREET OFFICE 805 | NEW YORK | NY | 10016 | ||||
| OREGON HEALTH & SCIENCE UNIVERSITY - OHSU | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $50,000 | 2720 S MOODY AVENUE | PORTLAND | OR | 97201 | ||||
| REGENTS OF THE UNIVERSITY OF MINNESOTA - TWIN CITIES | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $50,000 | 321 CHURCH STREET SE | MINNEAPOLIS | MN | 55455 | ||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL INC | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $972,500 | 262 DANNY THOMAS PLACE MS 341 | MEMPHIS | TN | 38105 | ||||
| STANFORD UNIVERSITY SCHOOL OF MEDICINE | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $25,000 | 300 PASTEUR DRIVE | STANFORD | CA | 943055623 | ||||
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $875,000 | 485 BRODAWAY | REDWOOD | CA | 94063 | ||||
| THE OHIO STATE UNIVERSITY | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $185,000 | 281 W LANE AVE | COLUMBUS | OH | 43210 | ||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $562,500 | 9500 GILMAN DR | LA JOLLA | CA | 92093 | ||||
| THE RESEARCH FOUNDATION OF SUNY- SUNY AT STONY BROOK | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $185,000 | 35 STATE STREET | ALBANY | NY | 122072826 | ||||
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $797,500 | 650 WEST 16TH STREET BB1412 | NEW YORK | NY | 10032 | ||||
| THE UNIVERSITY OF CHICAGO | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $312,500 | 5841 S MARYLAND AVE MC2115 | CHICAGO | IL | 60637 | ||||
| THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $435,000 | 1515 HOLCOMBE BLVD UNIT 0853 | HOUSTON | TX | 77030 | ||||
| THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $712,500 | 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | ||||
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $50,000 | 650 WEST 16TH STREET BB1412 | NEW YORK | NY | 10032 | ||||
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $312,500 | 801 CAMPUS DRIVE W | TUSCALOOSA | AL | 35401 | ||||
| UNIVERSITY OF COLORADO DENVER | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $385,000 | 1201 LARIMER ST | DENVER | CO | 80204 | ||||
| UNIVERSITY OF MARYLAND | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $25,000 | 1800 CANNON DRIVE | COLUMBUS | OH | 43210 | ||||
| UNIVERSITY OF PITTSBURGH | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $50,000 | 5115 CENTRE AVE | PITTSBURGH | PA | 15213 | ||||
| UNIVERSITY OF WISCONSIN | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $50,000 | 433 BABCOCK DR | MADISON | WI | 53706 | ||||
| VANDERBILT UNIVERSITY MEDICAL CENTER (VUMC) | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $837,421 | 2220 PIERCE AVENUE | NASHVILLE | TN | 37232 | ||||
| WASHINGTON UNIVERSITY IN STLOUIS | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $1,398,840 | 660 SOUTH EUCLID AVENUE | ST LOUIS | MT | 631101010 | ||||
| YALE UNIVERSITY | |||||||||||
| NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $235,000 | 300 GEORGE STREET 786E | NEW HAVEN | CT | 06511 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $17,981,491 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $123,601 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,526,550 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,014,975 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,038,544 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| STUD FEES - RACE HORSE | 110000 | $696,293 | 01 | |
| PASS-THRU PARTNERSHIP INCOME | 523000 | $1,175,846 | 01 | $2,993,225 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,010,715 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,558,319 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,569,034 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EISNER ADVISORY GROUP, LLC | $85,050 | $28,350 | $28,350 |
| VITAL IMPACT LLC | $97,740 | $32,580 | $32,580 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| HELSINKI UNIVERSITY HOSPITAL | ||||||||||
| BULEVARDI 22 | HELSINKI | FI | 00120 | 2023-08-31 | $600,000 | MEDICAL RESEARCH: THE CYTOMORPHOLOGICAL FINGERPRINT OF MYELODYSPLASTIC SYNDROMES AND ITS CLINICAL APPLICATION | $550,000 | NONE | FINAL REPORT DUE NOVEMBER 2026 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. REPORTS WILL BE OBTAINED AND REVIEWED DURING THE FUNIDING PERIOD. THE GRANT AMOUNT NOTED ABOVE REPRESENTS THE TOTAL EXPECTED AWARD OVER THE ENTIRE FUNDING PERIOD. |
| VALL D'HEBRON INSTITUTE OF ONCOLOGY | ||||||||||
| CALLE NATZARET 115-117 | BARCELONA | SP | 08035 | 2023-06-15 | $125,000 | MEDICAL RESEARCH: DISSECTING THE GENETIC EVOLUTION OF COMPLEX KARYOTYPE MDS | $125,000 | NONE | RECEIVED THROUGH 11/30/2025 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. REPORTS WILL BE OBTAINED AND REVIEWED DURING THE FUNIDING PERIOD. THE GRANT AMOUNT NOTED ABOVE REPRESENTS THE TOTAL EXPECTED AWARD OVER THE ENTIRE FUNDING PERIOD. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS VINTAGE FUND IV LP | AT COST | $602,213 | $53,490 |
| GLOBAL ENDOWMENT INVESTMENTS | AT COST | $47,560,105 | $92,888,827 |
| MAKENA CAPITAL INVESTMENTS | AT COST | $39,661,676 | $81,415,145 |
| ULTRA SHORT-TERM BND ADM | AT COST | $7,535,226 | $7,574,582 |
| ISHARES CORE S&P 500 FUND | AT COST | $33,261,808 | $36,977,379 |
| ISHARES 0-5 YEAR TIPS FUND | AT COST | $7,093,475 | $7,092,734 |
| VANGUARD SHORT TERM FUND | AT COST | $5,324,836 | $5,391,923 |
| ISHARES MSCI EMERGING FUND | AT COST | $3,994,420 | $4,362,222 |
| ISHARES CORE MSCI EAFE FUND | AT COST | $3,925,523 | $4,180,283 |
| XTRACKERS MSCI JAPAN GDGD FUND | AT COST | $2,849,138 | $3,616,279 |
| ISHARES CURRENCY HEDGE FUND | AT COST | $799,656 | $904,642 |
| THE CHILDRENS INVESTMENT FUND CLASS GI | AT COST | $7,000,000 | $8,106,000 |
| QUALITY FUND-VI | AT COST | $10,777,634 | $12,479,572 |
| PARTNERS CAPITAL HARRIER FUND (C) LTD | AT COST | $20,500,000 | $21,591,948 |
| ARROWSTREET CAPITAL GLOABAL ALL COUNTRY ALPHA FUND | AT COST | $10,500,000 | $12,713,955 |
| MERLIN IV | AT COST | $50,000 | $48,263 |
| CONDOR XVII | AT COST | $100,000 | $96,176 |
| INDEPENDENT FRANCHISE PARTNERS GLOBAL EQUITY II, LP | AT COST | $10,250,000 | $11,253,999 |
| 140 SUMMER PARTNERS OFFSHORE LTD. | AT COST | $4,000,000 | $4,460,192 |
| ORBIS INTERNATIONAL EQUITY FUND | AT COST | $7,100,000 | $8,363,451 |
| AVORO LIFE SCIENCES OFFSHORE FUND LTD | AT COST | $3,000,000 | $5,048,248 |
| PTRS CAPITAL PHOENIX FUND II | AT COST | $7,500,000 | $7,500,000 |
| WMA US ACTIVE EXTENSION OFFSHORE FUND, LTD. | AT COST | $7,200,000 | $7,768,499 |
| WALLEYE OPPORTUNITIES FUND LTD. | AT COST | $4,500,000 | $4,621,322 |
| MAKARORA REAL ESTATE SPECIAL SITUATIONS FUND | AT COST | $987,488 | $969,315 |
| DE SHAW COGENCE INTERNATIONAL FUND, LP | AT COST | $6,000,000 | $6,058,303 |
| ATREIDES FOUNDATION FUND, LTD. | AT COST | $4,000,000 | $4,000,000 |
| STARK SELECT ASSET FUND LLC | AT COST | $0 | $3,619 |
| SCHWAB INVESTED SWEEP FUND | AT COST | $3,714,360 | $3,714,360 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | QUALITY ROAD | Desc |
| EOYFMV | $2,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| QUALITY ROAD BOARDING EXPENSES | $85,425 | $0 | $0 |
| OFFICE SUPPLIES | $2,214 | $0 | $2,214 |
| POSTAGE & SHIPPING | $217 | $0 | $217 |
| MAILING SERVICES | $1,809 | $0 | $1,809 |
| INSURANCE | $6,625 | $0 | $6,625 |
| MEMBERSHIP DUES | $715 | $0 | $715 |
| SOFTWARE AND ONLINE SERVICES | $55,763 | $0 | $55,763 |
| MISCELLANOUS EXPENSES | $1,488 | $0 | $1,488 |
| BANK FEES | $337 | $0 | $337 |
| PASS-THRU PARTNERSHIP EXPENSES | $6,496,131 | $5,875,344 | $3,665 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STUD FEES - RACE HORSE | $696,293 | $696,293 | |
| PASS-THRU PARTNERSHIP INCOME | $4,169,071 | $4,169,071 | $2,993,225 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERS CAPITAL INVESTMENT GROUP LLP | $109,396 | $109,396 | $0 |
| RUSSEL REYNOLDS ASSOCIATES | $6,175 | $0 | $6,175 |
| SMITHPILOT | $6,200 | $0 | $6,200 |
| OTHER | $8,121 | $3,121 | $5,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL & STATE UBI TAX PAYMENTS | $1,091,295 | $0 | $0 |
| STATE REGISTRATION PAYMENTS | $1,250 | $0 | $1,250 |