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Nonprofiteer
← SIR HAROLD ACTON CHARITABLE TR

Form 990 for tax year 2023

Filed by SIR HAROLD ACTON CHARITABLE TR.

Totals

Total revenue
$2,542,118
Total expenses
$1,180,625
Contributions and grants received
$0
Grants paid
$1,098,875
Program service revenue
$0
Investment income
$2,542,118
Other revenue
$0
Total assets, end of year
$25,759,496
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$25,759,496
Program services expenses (Part IX)
$1,098,875
Management and general expenses
$81,750
Fundraising expenses
$0
Program service expenses (Part III)
$1,098,875

Program services were 93.1% 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 $649,359 · excluded $649,359

  • 7a · Gross sales of assets other than inventory

    securities $3,789,838

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

    securities $1,897,079

  • 7c · Gain or loss

    securities $1,892,759

  • 7d · Net gain or loss

    total $1,892,759 · excluded $1,892,759

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,098,875 · program services $1,098,875

  • 5 · Compensation of officers, directors and key employees

    total $33,161 · management and general $33,161

  • 11c · Fees: accounting

    total $500 · management and general $500

  • 11f · Fees: investment management

    total $32,515 · management and general $32,515

  • 24a · Other expenses: NYS FILING FEE

    total $750 · management and general $750

  • 24b · Other expenses: FOREIGN TAXES PAID

    total $14,824 · management and general $14,824

Balance sheet

Part X, book values.

  • 12 · Investments: other securities

    beginning of year $24,400,060 · end of year $25,759,496

  • 29 · Capital stock, trust principal or current funds

    beginning of year $24,400,060 · end of year $25,759,496

Mission and programs · 2023

Mission

THE ACTIVITIES OF THE TRUST CONSIST OF THE MANAGEMENT OF TRUST ASSETS AND THE DISTRIBUTION OF THE TRUST INCOME TO NEW YORK UNIVERSITY, TO BE USED SPECIFICALLY FOR THE MAINTENANCE AND SUPPORT OF THE UNIVERSITY'S CAMPUS IN FLORENCE, ITALY.

  • SUPPORT OF NEW YORK UNIVERSITY'S CAMPUS IN FLORENCE, ITALY

    Expenses $1,098,875 · Grants $1,098,875

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ANDREA SCAVETTA

    CO-TRUSTEE

    Total calculated
    $163,708
    From this org
    $33,161
    From related orgs
    $130,547
    Other
    $0

    Schedule J breakdown matched by us

    Base
    $33,161 + $130,547 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $33,161 + $130,547 related

  • MARTIN DORPH

    CO-TRUSTEE

    Total calculated
    $1,375,650
    From this org
    $0
    From related orgs
    $1,011,261
    Other
    $364,389

    Schedule J breakdown matched by us

    Base
    $0 + $1,007,261 related
    Bonus
    $0 + $4,000 related
    Other
    $0
    Deferred
    $0 + $334,956 related
    Nontaxable benefits
    $0 + $29,433 related
    Filer's total
    $0 + $1,375,650 related

  • LINDA MILLS

    CO-TRUSTEE

    Total calculated
    $1,437,867
    From this org
    $0
    From related orgs
    $1,284,459
    Other
    $153,408

    Schedule J breakdown matched by us

    Base
    $0 + $1,265,459 related
    Bonus
    $0 + $4,000 related
    Other
    $0 + $15,000 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $120,408 related
    Filer's total
    $0 + $1,437,867 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

  • 2 · Substantiation required before reimbursing expenses
  • 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.

  • NATIONAL CENTER ON PHILANTHROPY AND THE LAW

    501(c)(3) · STUDY, RESEARCH, EDUCATION ON PHILANTHROPY AN · NY · controlled entity

    Directly controlled by NYU SCHOOL OF LAW FOUNDATION

  • NEW YORK UNIVERSITY SCHOOL OF LAW FOUNDATION

    501(c)(3) · SUPPORT NYU'S SCHOOL OF LAW · NY · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NYU IMAGING INC

    501(c)(3) · PERFORMS MEDICAL ACTIVITIES · NY · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • WASHINGTON SQUARE LEGAL SERVICES INC

    501(c)(3) · CERTAIN PUBLIC INTEREST ACTIVITIES OF NYU'S S · NY · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • HORTENSE ACTON TRUST

    501(c)(3) · SUPPORT NYU'S CAMPUS IN FLORENCE, ITALY · IL · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NYU LANGONE HOSPITALS

    501(c)(3) · HOSPITAL · NY · controlled entity

    Directly controlled by NYU LANGONE HEALTH SYSTEM

  • 34TH STREET CANCER CENTER INC

    501(c)(3) · CANCER CARE · NY · controlled entity

    Directly controlled by NYU LANGONE HOSPITALS

  • NYU IN LONDON

    SUPPORT OF NYU'S PROGRAM IN LONDON · UK · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NYU IN TEL-AVIV LTD

    SUPPORT OF NYU'S PROGRAM IN TEL-AVIV · IS · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NEW YORK UNIVERSITY IN FRANCE

    SUPPORT NYU'S PROGRAM IN FRANCE · FR · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NYU LANGONE HEALTH SYSTEM

    501(c)(3) · SUPPORTING ORGANIZATION · NY · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NEW YORK UNIVERSITY IN AFGHANISTAN

    SUPPORT OF NYU'S ACTIVITIES IN AFGHANISTAN · AF · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NYU LANGONE IPA INC

    501(c)(3) · IPA OPERATING A MEDICAID SHARED SAVINGS PROGR · NY · controlled entity

    Directly controlled by NYU LANGONE HEALTH SYSTEM

  • WINTHROP UNIV HOSPITAL SVCS CORP THROUGH 10/29/2021

    501(c)(2) · TITLE HOLDING · NY · controlled entity

    Directly controlled by NYU LANGONE HOSPITALS

  • KJC (REY JUAN CARLOS I DE ESPANA DE LA UNIVERSIDAD DE NUEVA YORK)

    SUPPORT NYU'S PROGRAM IN SPAIN · SP · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NYU LANGONE MSO INC

    501(c)(3) · CONTRACT FOR DELIVERY/PROVISION OF HEALTH SER · NY · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NYU IN ABU DHABI CORP C/O NYU

    501(c)(3) · SUPPORT NYU'S CAMPUS IN ABU DHABI · NY · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NEW YORK UNIVERSITY VEBA TRUST

    501(c)(9) · FUND NYU POSTRETIREMENT HEALTH AND WELFARE PL · NY · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NEW YORK UNIVERSITY

    501(c)(3) · MAINTENANCE AND SUPPORT · NY · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NYU HONG KONG FOUNDATION LIMITED

    SUPPORT NYU'S SCHOOL OF LAW · HK · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • LONG ISLAND COMMUNITY HOSPITAL AT NYU

    501(C)(3) · HOSPITAL · NY · controlled entity

    Directly controlled by NYU LANGONE HEALTH SYSTEM

  • BROOKHAVEN HEALTH CARE SERVICES CORPORATION

    501(C)(3) · SUPPORT LONG ISLAND COMMUNITY HOSPITAL · NY · controlled entity

    Directly controlled by NYU LANGONE HEALTH SYSTEM

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CCC 500 INSURANCE SCC

    C corp · EXCESS PROF. LIAB. INSURANCE · BB · 100% owned

  • LA PIETRA SRL

    C corp · HOLDS PROPERTY COMPRISING NYU'S FLORENCE CAMP · IT · 100% owned

  • NIU DA EDUCATIONAL INFORMATION CONSULTING (SHANGHAI) CO LTD

    C corp · SUPPORT NYU'S PROGRAM IN CHINA · CH · 100% owned

  • POOLED INCOME FUNDS (2)

    Trust · NY

  • CHARITABLE REMAINDER TRUSTS (8)

    Trust · NY

  • SHORE HILL HOUSING ASSOCIATES GP INC

    C corp · NYU LANGONE HOSPITALS · NY

  • NYU PLUS PARIS

    C corp · CONTINUING AND EXECUTIVE EDUCATION · NY · 100% owned

  • BROOKHAVEN PHYSICIAN SERVICES PC

    C corp · HEALTHCARE · NY

  • BROOKHAVEN SURGICAL SERVICES PC

    C corp · HEALTHCARE · NY

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202413209349305646

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