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Nonprofiteer
← SAMUEL Z STONE CIPR SUPPORT TRUST

Form 990 for tax year 2023

Filed by SAMUEL Z STONE CIPR SUPPORT TRUST.

Totals

Total revenue
$2,354,437
Total expenses
$896,615
Contributions and grants received
$0
Grants paid
$747,000
Program service revenue
$0
Investment income
$2,354,437
Other revenue
$0
Total assets, end of year
$18,299,242
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$18,299,242
Program services expenses (Part IX)
$747,000
Management and general expenses
$149,615
Fundraising expenses
$0
Program service expenses (Part III)
$747,000

Program services were 83.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $311,746 · related or exempt $0 · unrelated business $0 · excluded $311,746

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $7,445,047 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $5,402,356 · other assets $0

  • 7c · Gain or loss

    securities $2,042,691 · other assets $0

  • 7d · Net gain or loss

    total $2,042,691 · related or exempt $0 · unrelated business $0 · excluded $2,042,691

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $747,000 · program services $747,000

  • 11c · Fees: accounting

    total $10 · program services $0 · management and general $10 · fundraising $0

  • 11f · Fees: investment management

    total $145,439 · program services $0 · management and general $145,439 · fundraising $0

  • 24a · Other expenses: Foreign Tax Withheld

    total $4,166 · program services $0 · management and general $4,166 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,134,822 · end of year $209,140

  • 2 · Savings and temporary cash investments

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $13,706,598 · end of year $13,077,914

  • 13 · Investments: program-related

    end of year $5,012,188

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $16,841,420 · end of year $18,299,242

Mission and programs · 2023

Mission

TO SUPPORT TULANE'S PROGRAMS AND RESEARCH CONDUCTED BY CENTER FOR INTER-AMERICAN POLICY AND RESEARCH (CIPR)

Activities or mission (Part I)

TO SUPPORT TULANE'S PROGRAMS AND RESEARCH CONDUCTED BY CIPR

  • GRANT RESEARCH TO TULANE'S CENTER FOR INTER-AMERICAN POLICY AND RESEARCH

    Expenses $747,000 · Grants $747,000

As filed on the 2023 return.

Listed in Part VII

  • Patrick Norton

    Trustee

    Total calculated
    $1,032,000
    From this org
    $0
    From related orgs
    $968,000
    Other
    $64,000
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $833,000 related
    Bonus
    $0 + $125,000 related
    Other
    $0 + $10,000 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $31,000 related
    Filer's total
    $0 + $1,032,000 related

  • Robin Forman

    Trustee

    Total calculated
    $942,000
    From this org
    $0
    From related orgs
    $883,000
    Other
    $59,000
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $802,000 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $7,000 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $26,000 related
    Filer's total
    $0 + $943,000 related

  • Thomas F Reese

    Trustee

    Total calculated
    $282,000
    From this org
    $0
    From related orgs
    $244,000
    Other
    $38,000
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $239,000 related
    Bonus
    $0
    Other
    $0 + $5,000 related
    Deferred
    $0 + $25,000 related
    Nontaxable benefits
    $0 + $13,000 related
    Filer's total
    $0 + $282,000 related

  • Ludovico Feoli

    Trustee

    Total calculated
    $263,000
    From this org
    $0
    From related orgs
    $224,000
    Other
    $39,000
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $193,000 related
    Bonus
    $0 + $18,000 related
    Other
    $0 + $13,000 related
    Deferred
    $0 + $21,000 related
    Nontaxable benefits
    $0 + $18,000 related
    Filer's total
    $0 + $263,000 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.0
Source object
202413209349317196

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