EDWARD P EVANS: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD P EVANS (EIN 25-6232129)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-03-16
- IRS object ID
- 202520759349100102
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- 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 | 2025-03-16T08:59:37-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | 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 | 2023-12-01 | 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 | 300 BRICKSTONE SQUARE 201 | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY GRAUBERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9784946009 | PhoneNum |
| Signature | 2025-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | 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 | 2023 | 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 | $347,544,571 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,851,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,775,476 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $984,994 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,277,190 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $379,734 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,162,443 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $431,210 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,049,432 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,586,420 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,479,440 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $156,693 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,172,245 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $106,230 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,736 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $101,394 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $119,535 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,845 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $39,845 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $227,840 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,894 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $146,946 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $701,842 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $638,023 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,421 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,000 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $304,408 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $304,408 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,925,018 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,941,214 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63,771 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,927,734 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,858,405 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,829,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,042,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,042,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,969,974 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,858,405 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,871,849 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,920,542 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,728,015 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $300,706 | CashBOYAmt |
| Cash EOY | $347,351 | CashEOYAmt |
| Cash EOYFMV | $347,351 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9 | SavAndTempCashInvstBOYAmt |
| Other Investments BOY | $253,616,608 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $244,646,144 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $343,397,220 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,800,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $253,917,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $244,993,495 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $347,544,571 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $16,758 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,472 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $16,758 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,472 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $253,900,565 | CapitalStockBOYAmt |
| Capital Stock EOY | $244,980,023 | 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 | $253,900,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $244,980,023 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $253,917,323 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $244,993,495 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $253,900,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,920,542 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $244,980,023 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $244,980,023 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS FROM PUBLICLY TRADED SECURITIES | P | $10,293,000 | $10,277,283 | $15,717 | $15,717 |
| CAPITAL GAINS FROM PUBLICLY TRADED SECURITIES | P | $5,382 | $5,382 | $5,382 | |
| LESS REALIZED GAINS THRU PARTNERSHIPS-UBTI | P | $605,260 | -$605,260 | -$605,260 | |
| GEM ENDOWMENT FUND, L.P. - LT | P | $14,170 | $14,170 | $14,170 | |
| GEM ENDOWMENT FUND, L.P. - ST | P | $1,054,597 | $1,054,597 | $1,054,597 | |
| GEM ENDOWMENT FUND, L.P. - 1231 | P | $215,380 | $215,380 | $215,380 | |
| GEM ENDOWMENT FUND, L.P. - 1256 | P | $1,429,487 | -$1,429,487 | -$1,429,487 | |
| GEM ENDOWMENT FUND, L.P. - IC | P | $214 | $214 | $214 | |
| GEM ENDOWMENT FUND, L.P. - NP | P | $1,478,525 | $1,478,525 | $1,478,525 | |
| GS MEZZANINE PARTNERS 2006 - LT | P | $307 | -$307 | -$307 | |
| GS MEZZANINE PARTNERS 2006 | P | $82 | $82 | $82 | |
| MAKENA CAPITAL SPLITTER X, L.P. - LT | P | $438,876 | $438,876 | $438,876 | |
| MAKENA CAPITAL SPLITTER X, L.P. - ST | P | $387,765 | -$387,765 | -$387,765 | |
| MAKENA CAPITAL SPLITTER X, L.P. - 1231 | P | $191,648 | $191,648 | $191,648 | |
| MAKENA CAPITAL SPLITTER X, L.P. - 1256 | P | $1,184,713 | -$1,184,713 | -$1,184,713 | |
| MAKENA CAPITAL SPLITTER X, L.P. - NP | P | $585,316 | $585,316 | $585,316 | |
| VINTAGE IV LP - LT | P | $7,838 | -$7,838 | -$7,838 | |
| VINTAGE IV LP - ST | P | $7 | -$7 | -$7 | |
| VINTAGE IV LP - 1231 | P | $39 | -$39 | -$39 | |
| WHITEHALL STREET GLOBAL REAL ESTATE LIMITED PARTNERSHIP 2001 - LT | P | $4,757 | -$4,757 | -$4,757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $379,734 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,019 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,019 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,019 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $116,214 | 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 | $116,214 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $92,195 | OverpaymentAmt |
| Applied To ES Tax | $92,195 | 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 |
| 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 | 300 BRICKSTONE SQUARE SUITE 201 | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | 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 (7 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 | ||||||||
| 300 BRICKSTONE SQUARE 201 | ANDOVER | MA | 01810 | TRUSTEE | 5.00 | $175,000 | $0 | $0 |
| WILLIAM S FARISH IV | ||||||||
| 300 BRICKSTONE SQUARE 201 | ANDOVER | MA | 01810 | TRUSTEE | 8.00 | $175,000 | $0 | $0 |
| BARBARA BIERER | ||||||||
| 300 BRICKSTONE SQUARE 201 | ANDOVER | MA | 01810 | TRUSTEE | 12.00 | $200,000 | $0 | $0 |
| JAMES L TULLIS | ||||||||
| 300 BRICKSTONE SQUARE 201 | ANDOVER | MA | 01810 | TRUSTEE | 5.00 | $175,000 | $0 | $0 |
| BENJAMIN POLAK | ||||||||
| 300 BRICKSTONE SQUARE 201 | ANDOVER | MA | 01810 | TRUSTEE | 5.00 | $175,000 | $0 | $0 |
| MICHAEL LEWIS | ||||||||
| 300 BRICKSTONE SQUARE 201 | ANDOVER | MA | 01810 | PRESIDENT | 50.00 | $459,440 | $52,953 | $0 |
| TRACEY BOLOTNICK | ||||||||
| 300 BRICKSTONE SQUARE 201 | ANDOVER | MA | 01810 | GENERAL COUNSEL | 16.00 | $120,000 | $24,549 | $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 |
|---|---|---|---|---|---|
| RUSSELL REYNOLDS ASSOCIATES INC | |||||
| 277 PARK AVENUE SOUTH | NEW YORK | NY | 10172 | EXECUTIVE SEARCH CONSULTING | $146,946 |
| EISNER ADVISORY GROUP LLC | |||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | ACCOUNTING | $92,400 |
| KIDDERBROOK GROUP | |||||
| 80 HURON DRIVE | CHATHAM | NJ | 07928 | INVESTMENT CONSULTING | $80,894 |
| 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 | $336,731,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $481,811 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,800,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $341,013,329 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $341,013,329 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,115,200 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $335,898,129 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,794,906 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,794,906 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,019 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $314,554 | IncomeTaxAmt |
| Total Tax | $338,573 | TotalTaxAmt |
| Distributable Before Adj | $16,456,333 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $169,974 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,626,307 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,626,307 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,871,849 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,871,849 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,626,307 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,358,137 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,871,849 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,358,137 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,513,712 | 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 | $4,112,595 | 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 (38 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||||||||
| 1300 MORRIS PARK AVENUE CHANIN 501A | BRONX | NY | 10461 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $502,500 | |||||
| BOSTON CHILDREN'S HOSPITAL | ||||||||||||
| 1 BLACKFAN CIRCLE | BOSTON | ME | 02115 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $412,500 | |||||
| BRIGHAM & WOMEN'S HOSPITAL | ||||||||||||
| 4 BLACKFAN CIRCLE | BOSTON | ME | 02115 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $325,000 | |||||
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | ||||||||||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $437,500 | |||||
| COLD SPRING HARBOR LABORATORY | ||||||||||||
| 1 BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $25,000 | |||||
| COLUMBIA UNIVERSITY | ||||||||||||
| 650 WEST 168TH STREET BB1412 | NEW YORK | NY | 10032 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $165,000 | |||||
| DANA-FARBER CANCER INSTITUTE | ||||||||||||
| 450 BROOKLINE AVE | BOSTON | ME | 02115 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $1,410,924 | |||||
| INSTITUT GUSTAVE ROUSSY | ||||||||||||
| NONE | NC | SEE EXPENDITURE RESPONSIBILITY STATEMENT | $187,500 | 114 RUE EDOUARD-VAILLANT | VILLEJUIF CEDEX | FR | 94805 | |||||
| FRED HUTCHINSON CANCER CENTER | ||||||||||||
| 1100 FAIRVIEW AVENUE NORTH D4-100 | SEATTLE | WA | 98109 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $400,000 | |||||
| HELSINKI UNIVERSITY HOSPITAL | ||||||||||||
| NONE | NC | SEE EXPENDITURE RESPONSIBILITY STATEMENT | $200,000 | BULEVARDI 22 | HELSINKI | FI | 00120 | FINLAND | ||||
| ICAHN SCHOOL OF MEDICINE AT MT SINAI | ||||||||||||
| BOX 1044A | NEW YORK | NY | 10029 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $237,500 | |||||
| JOHN HOPKINS UNIVERSITY | ||||||||||||
| 1650 ORLEANS STREET | BALTIMORE | MD | 21231 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $50,000 | |||||
| MD ANDERSON CANCER CENTER | ||||||||||||
| 1515 HOLCOMBE BLVD UNIT 0853 | HOUSTON | TX | 77030 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $400,000 | |||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||||||
| 430 E 67TH STREET RRL ROOM 421 | NEW YORK | NY | 10065 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $119,969 | |||||
| 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 | $502,500 | |||||
| NORTHWESTERN UNIVERSITY | ||||||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $440,000 | |||||
| OREGON HEALTH SCIENCES UNIVERSITY | ||||||||||||
| 2720 S MOODY AVENUE | PORTLAND | OR | 97201 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $225,000 | |||||
| REGENTS OF THE UNIVERSITY OF COLORADO | ||||||||||||
| 12801 E 17TH AVE MS-8104 | AURORA | CO | 80045 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $225,000 | |||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||||||
| 262 DANNY THOMAS PLACE MS 341 | MEMPHIS | TN | 38105 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $240,000 | |||||
| STANFORD UNIVERSITY | ||||||||||||
| 300 PASTEUR DRIVE | STANFORD | CA | 943055623 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $362,500 | |||||
| THE CLEVELAND CLINIC FOUNDATION | ||||||||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $125,000 | |||||
| THE MASS GENERAL HOSPITAL | ||||||||||||
| 185 CAMBRIDGE STREET | BOSTON | ME | 02114 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $475,000 | |||||
| THE OHIO STATE UNIVERSITY FOUNDATION | ||||||||||||
| 1800 CANNON DRIVE | COLUMBUS | OH | 43210 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $200,000 | |||||
| UNIVERSITY OF ALABAMA | ||||||||||||
| 801 CAMPUS DRIVE W | TUSCALOOSA | AL | 35401 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $187,500 | |||||
| UNIVERSITY OF CHICAGO | ||||||||||||
| 5841 S MARYLAND AVE MC 2115 | CHICAGO | IL | 60637 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $187,500 | |||||
| UNIVERSITY OF MIAMI | ||||||||||||
| 1501 NW 10TH AVENUE BRB 713 | MIAMI | FL | 33136 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $200,000 | |||||
| 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 | $237,500 | |||||
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO | ||||||||||||
| 7703 FLOYD CURL DRIVE MC 7843 | SAN ANTONIO | TX | 78229 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $125,000 | |||||
| UNIVERSITY OF TEXAS SOUTH WESTERN MEDICAL CENTER | ||||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $525,000 | |||||
| UNIVERSITY OF WASHINGTON | ||||||||||||
| 850 REPUBLICAN STREET | SEATTLE | WA | 98109 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $400,000 | |||||
| UNIVERSITY OF WISCONSIN - MADISON | ||||||||||||
| 433 BABCOCK DR | MADISON | WI | 53706 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $250,000 | |||||
| VANDERBILT UNIVERSITY | ||||||||||||
| 2220 PIERCE AVENUE | NASHVILLE | TN | 37232 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $362,500 | |||||
| WASHINGTON UNIVERSITY | ||||||||||||
| 660 SOUTH EUCLID AVENUE | ST LOUIS | MT | 631101010 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $1,130,000 | |||||
| YALE UNIVERSITY | ||||||||||||
| 300 GEORGE ST 786E | NEW HAVEN | CT | 06511 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $143,847 | |||||
| INSTITUT GUSTAVE ROUSSY | ||||||||||||
| NONE | NC | SUPPORT SCIENTIFIC RESEARCH | $25,000 | 114 RUE EDOUARD-VAILLANT | VILLEJUIF CEDEX | FR | 94805 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,042,240 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELSINKI UNIVERSITY HOSPITAL | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BULEVARDI 22 | AddressLine1Txt |
| City | HELSINKI | CityNm |
| Province Or State | FINLAND | ProvinceOrStateNm |
| Country | FI | CountryCd |
| Foreign Postal | 00120 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | NC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE EXPENDITURE RESPONSIBILITY STATEMENT | GrantOrContributionPurposeTxt |
| Amt | $300,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $300,000 | 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 | $76,519 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,775,476 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $605,260 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $379,734 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| STUD FEES - RACE HORSE | 110000 | $2,086,527 | ||
| RETURNED GRANTS | 01 | $169,974 | ||
| TAX REFUNDS | 01 | $302,210 | ||
| PASS-THRU PARTNERSHIP INCOME | 523000 | $1,172,522 | 01 | $431,053 |
| OTHER INCOME | 01 | $157 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,940,828 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,058,604 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,999,432 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUNXI RESEARCH PROGRAM | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1482 E VALLEY ROAD SUITE 137 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EISNER ADVISORY GROUP, LLC | $92,400 | $30,800 | $30,800 |
| ARABELLA ADVISORS, LLC | $27,135 | $9,045 | $9,045 |
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 (3 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 | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INSTITUT GUSTAVE ROUSSY | |||||||||||
| 114 RUE EDOUARD VAILLANT | VILLEJUIF | FR | 94805 | 2023-02-15 | $125,000 | MEDICAL RESEARCH | $125,000 | NONE | 05/31/24 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. REPORTS WERE OBTAINED AND REVIEWED. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | |
| INSTITUT GUSTAVE ROUSSY | |||||||||||
| 114 RUE EDOUARD VAILLANT | VILLEJUIF | FR | 94805 | 2024-10-15 | $187,500 | TO DEVELOP A CLASSIFICATION SYSTEM THAT PREDICTS THE LIKELIHOOD OF DEVELOPING LEUKEMIA IN PATIENTS WHO HAVE BEEN EXPOSED TO CHEMOTHERAPY AND OR THERAPEUTIC RADIATION. | DUE BY NOVEMBER 30, 2025. NOT RECEIVED AS OF DATE OF FILING | 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 ON AN ANNUAL BASIS FOR THE DURATION OF THE FUNDING PERIOD (3 YEARS). THE GRANT AMOUNT NOTED ABOVE REPRESENTS THE TOTAL EXPECTED AWARD OVER THE ENTIRE FUNDING PERIOD. | |||
| HELSINKI UNIVERSITY HOSPITAL | |||||||||||
| BIOMEDICUM HELSINKI 1 PO BOX 700 | HAARTMANINKATU | FI | 2023-08-31 | $650,000 | TO DEVELOP AN ARTIFICIAL INTELLIGENCE ALGORITHM THAT CAN PREDICT LATER DEVELOPMENT OF LEUKEMIA AND MYELODYSPLASTIC SYNDROME BASED ON EXAMINATION OF BONE MARROW SPECIMENS. | $160,414 | NONE | 10/08/2024 | 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 ON AN ANNUAL BASIS FOR THE DURATION OF THE FUNDING PERIOD (3 YEARS). THE GRANT AMOUNT NOTED ABOVE REPRESENTS THE TOTAL EXPECTED AWARD OVER THE ENTIRE FUNDING PERIOD. | HELSINKI | |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS VINTAGE FUND IV LP | FMV | $697,786 | $163,440 |
| GLOBAL ENDOWMENT INVESTMENTS | FMV | $95,808,493 | $148,725,179 |
| MAKENA CAPITAL INVESTMENTS | FMV | $107,920,287 | $154,949,590 |
| INTER-TERM CORP BND IX AD | FMV | $16,652,351 | $15,968,434 |
| SHORT-TERM CORP BND IX AD | FMV | $15,927,135 | $15,876,821 |
| ULTRASHORTTERM BND ADM | FMV | $7,640,092 | $7,711,743 |
| STARK INVESTMENTS | FMV | $0 | $2,013 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | QUALITY ROAD | Desc |
| EOYFMV | $3,800,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| QUALITY ROAD BOARDING EXPENSES | $132,160 | $0 | $0 |
| OFFICE SUPPLIES | $131 | $0 | $131 |
| POSTAGE & SHIPPING | $335 | $0 | $335 |
| MAILING SERVICES | $1,514 | $0 | $1,514 |
| INSURANCE | $6,625 | $0 | $6,625 |
| MEMBERSHIP DUES | $849 | $0 | $849 |
| SOFTWARE EXPENSES | $46,777 | $0 | $46,777 |
| MISCELLANOUS EXPENSES | $987 | $0 | $987 |
| BANK FEES | $2,251 | $0 | $2,251 |
| PASS-THRU PARTNERSHIP EXPENSES | $5,733,156 | $4,941,214 | $4,069 |
| BOOKS AND SUBSCRIPTIONS | $233 | $0 | $233 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STUD FEES - RACE HORSE | $2,086,527 | $2,086,527 | |
| RETURNED GRANTS | $169,974 | $169,974 | |
| TAX REFUNDS | $302,210 | $302,210 | |
| PASS-THRU PARTNERSHIP INCOME | $1,603,575 | $1,603,575 | $431,053 |
| OTHER INCOME | $157 | $157 | $157 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| KIDDERBROOK GROUP | $80,894 | $80,894 | $0 |
| RUSSEL REYNOLDS ASSOCIATES | $146,946 | $0 | $146,946 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL & STATE UBI TAX PAYMENTS | $62,421 | $0 | $0 |
| STATE REGISTRATION PAYMENTS | $1,000 | $0 | $1,000 |